Installing from EPM Workspace

To install Oracle Smart View for Office from Oracle Hyperion Enterprise Performance Management Workspace:

1. Before you begin:

   • The Smart View installer is located on Oracle Technology Resources (OTR). You must be able to access the internet and download files in order to continue with this installation.

   • If you are upgrading to this release from an earlier Smart View release, Oracle recommends that you first uninstall the earlier release before installing this release. See Uninstalling Smart View.

   • Ensure that Microsoft .NET Framework 4.5 or higher is installed on the computer where you are installing Smart View.

     Microsoft .NET Framework 4.5 or higher is required to install and use Smart View.

   • Review the information in Installation Guidelines.

2. Close all Microsoft Office applications, including Outlook.
3. In EPM Workspace, select Tools, then Install, and then Smart View.

   This takes you to the Oracle Smart View for Office software download page on Oracle Technical Resources (OTR) here:

   https://www.oracle.com/middleware/technologies/epm-smart-view-downloads.html
4. On OTR, click the Download Now link to begin the download process.
5. In the Smart View download prompt, click Oracle License Agreement and review to ensure that your usage is compliant.
6. After reviewing the Oracle License Agreement, return to the Smart View software download page and click the Download svc<version>.zip button to begin the download.
7. Using your browser's download procedures, save the file, and then unzip it to a temporary location.
8. To start the installation wizard, in the temporary location from the previous step, right-click SmartView.exe and select Run as administrator.

   You may also double-click SmartView.exe to start the installation wizard; however, some configurations may require Run as administrator. Therefore, Oracle recommends using the Run as administrator command to ensure that all functionality is properly enabled and all required Windows Registry entries are set. See Installation and Windows Access Control Settings for more information.

9. Select a destination folder for Smart View, and then click OK.

   For new installations, Smart View is installed by default in:

   C:\Oracle\SmartView

   If you are upgrading an existing installation of Smart View, the installer defaults to the folder where Smart View was previously installed.

   Note:

   Oracle recommends installing in the default location or in a location that does not contain any spaces in the installation path. For example, Oracle advises that you do not install in C:\Program Files or C:\Program Files (x86).

10. When installation is complete, click OK.

    The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

    Note:

    Starting with Smart View 11.1.2.5.510, the Oracle BI EE per-user extension installer is included with the Smart View client installation. If the extension is not already installed and it is not disabled, then it is installed the first time you start Office.

11. If you plan to use drill-through reports or web launch, a browser add-on is required for all supported browsers (Microsoft Edge, Mozilla Firefox, and Google Chrome). See Installing Browser Add-ons for more information.