Downloading and Running the Smart View Installer

Cloud data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting, Narrative Reporting

To download and run the Oracle Smart View for Office installer:

1. Start your Oracle Enterprise Performance Management Cloud business process in a web browser, and log in with your user name and password.
2. In the upper-right corner of the web interface, select the arrow next to your user name to display the user menu, and then select Downloads.
3. In Downloads, under Smart View, click Download From Oracle Technology Network.
4. In the Oracle Smart View for Office page, click Download Now.

   This action take you to the Oracle Software Delivery Cloud page.

   If prompted, provide your Oracle login credentials.

5. On the Oracle Software Delivery Cloud page:
   1. Review the Oracle Gadgets License Agreement, and then select the I reviewed and accept the following license agreements check box.
   2. Select the Oracle Smart View for Office <version> check box.
   3. Under Platforms, you are required to select an option. However, there is only one Smart View executable file for all platforms, so Oracle recommends selecting the All option.
6. Click Download, and follow the steps for your browser to download and save the file to a folder on your computer; for example, save the file to the Downloads folder.

   An Oracle Software Download Manager EXE file is downloaded to your computer.

7. Double-click the EXE file to launch the Oracle Download Manager, then perform these steps:
   1. Under Destination click Browse and navigate to a folder for the Smart View download ZIP file, and then click Next.
   2. In the Status window, allow the ZIP file to download, and then click Open Destination to open the ZIP download location in File Explorer.
8. In File Explorer, unzip the contents of the ZIP file, and then double-click SmartView.exe or right-click SmartView.exe and select Run as administrator to start the installation wizard.

   Note:

   Whenever possible, as a best practice, Oracle recommends using the Run as administrator command when installing Smart View.

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

   Note:

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

10. When installation is complete, click OK.

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

11. Continue the setup process with Creating Connections to EPM Cloud Business Processes.