Enable Migrated Models and Templates in Strategic Modeling

The process of enabling the migrated models, their reports, and templates in Strategic Modeling involves checking out and then checking in the migrated models and templates. You use Oracle Smart View for Office Extension for Strategic Modeling to complete this process.

To check out and check in models:

  1. Using Oracle Hyperion Strategic Finance Extension for Smart View, connect to the Oracle Enterprise Performance Management Cloud environment in which Strategic Modeling is enabled
  2. In the Smart View Panel on the Strategic Modeling ribbon, expand the Strategic Modeling node.
  3. Complete a step:
    1. To check out models, expand the Model View node.
    2. To check out templates, expand the Templates node.
  4. Right-click the model or template that you want to check out and then select Open-Check Out.
    A checked out view of the model or template is displayed.
  5. In the Strategic Modeling ribbon, click Close
    The Close Model screen is displayed.
  6. In Close Model, select Check in as the close option and then click OK.
  7. Repeat steps 3-6 for each model or template that you want to enable.