Exporting Default Smart View Options

As a service administrator, you can configure default Smart View options and roll them out to users installing Oracle Smart View for Office. With this ability, you can ensure consistent application of Smart View configurations across users in your organization.

You can export options present under Member Options, Data Options, Advanced, and Formatting tabs available in the Options dialog. The exported options are stored in an options.xml file at <Smart View Install>/cfg folder (for example, C:\Oracle\SmartView\cfg). You can distribute this file to your users, so that they can get the default options you set when they use Smart View.

Note:

The following options cannot be exported:

• All options under Cell Styles tab and Extensions tab
• Following options under Advanced tab:
  • Shared Connections URL
  • Log Message Display
  • Show Diagnostics Group on Smart View Ribbon
  • Disable Smart View in Outlook
  • Reduce Excel File Size
  • Improve Metadata Storage
• The Member Display Name option under Member Options tab

To export default Smart View options and distribute to users:

1. From the Smart View ribbon, click Options to open the Options dialog.
2. Set the options under the Member Options, Data Options, Advanced, and Formatting tabs as per your requirement.
3. Expand the list under OK and select Export Options.

   The configured options are exported in an options.xml file located at C:\Oracle\SmartView\cfg. You can now distribute this options.xml file to the users.

4. Use your organization's process to distribute the options.xml to all users who require these options settings.

   The options.xml file must reside in the SmartView\cfg folder on each user's computer.

5. With the options.xml file in place, Smart View users take the following actions:
   1. Launch an Office application; for example, launch Excel.
   2. Select the Smart View ribbon, and then click Options.
   3. In the Options dialog, click Reset.

      Note:

      As a best practice, Oracle recommends that admins and users do not modify the options in the options.xml file, as it can result in errors and mismatch. If any changes are made manually to the options.xml file, you may get the error message Option data mismatch. Please check cfg/options.xml when you click Reset.

   4. Close and reopen the Office application.

      Smart View Options are now set to those specified by the service administrator in the options.xml file.