- User's Guide
- Books
- Setting Up the Books Extension in Smart View
- Downloading and Running the Smart View Installer
Downloading and Running the Smart View Installer
Cloud data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting, Narrative Reporting
- Start your Oracle Enterprise Performance Management Cloud business process in a web browser, and log in with your user name and password.
- 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.
- In Downloads, under Smart View, click Download From Oracle Technology Network.
-
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.
-
On the Oracle Software Delivery Cloud page:
- Review the Oracle Gadgets License Agreement, and then select the I reviewed and accept the following license agreements check box.
- Select the Oracle Smart View for Office <version> check box.
- 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.
-
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.
-
Double-click the EXE file to launch the Oracle Download
Manager, then perform these steps:
- Under Destination click Browse and navigate to a folder for the Smart View download ZIP file, and then click Next.
- In the Status window, allow the ZIP file to download, and then click Open Destination to open the ZIP download location in File Explorer.
-
In File Explorer, unzip the contents of the ZIP file, and then double-click
SmartView.exe
or right-clickSmartView.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.
-
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.
-
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.
- Continue the setup process with Creating Connections to EPM Cloud Business Processes.