Downloading and Running the Smart View Installer

Before running the Oracle Smart View for Office installer, review the prerequisites mentioned in Smart View Prerequisites in Getting Started Guide for Users.

To download and run the Smart View installer:

  1. Start Profitability and Cost Management in a web browser, and log in with your user name and password.
  2. In the upper-right corner of the Profitability and Cost Management web interface, select the arrow next to your user name to display the user menu, and then select Downloads.
  3. On the Downloads page, under Smart View, click Download From Oracle Technology Network.

    If a popup blocker message prevents you from continuing, follow the steps required for your browser to allow popups to display for the current web address.

  4. On the Oracle Smart View for Office information page on Oracle Technology Network, click Download Now.

    This action takes 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 Standard Oracle License Agreement, and then select the I reviewed and accept the following license agreements check box.
    2. Select the two check boxes under Software.
  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 Download Manager EXE 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. Allow the ZIP file to download, then navigate to the ZIP download location in File Explorer, and then unzip the contents of the ZIP file.

      The contents of the zip file include the SmartView.exe file, the readme, and the version.xml file.

  8. Double-click SmartView.exe or right-click SmartView.exe and select Run as administrator to start the installation wizard.

    Note:

    Whenever possible, 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.

    Continue the setup process with Creating Data Source Connections to Profitability and Cost Management.