3 Creating and Saving the Manifest File

Office 365 uses the Oracle Smart View for Office (Mac and Browser) manifest file to provide users with access to Smart View on a Mac or in a browser.

To create a manifest file:

1. Create a folder on your local drive for storing manifest files.
2. Log in to your business process environment; for example:
   • If you are an Oracle Enterprise Performance Management Cloud service administrator for Planning, log in to your Planning environment.
   • If you are an Oracle Essbase administrator, log in to your Essbase environment.
3. Once logged in, go to the Create Manifest File page, CreateManifest.html, by manually changing the business process URL as follows:

   For EPM Cloud environments:

   https://serviceURL/HyperionPlanning/CreateManifest.html

   For Essbase environments:

   https://serviceURL/essbase/sv/CreateManifest.html

   Note:

   If your browser language is set to one of the 27 non-English languages supported by the Smart View user interface, then the Create Manifest File page is displayed in that localized language. See Localization in Smart View (Mac and Browser) for more information.

   Figure 3-1 is an example of the Create Manifest File page.

   Figure 3-1 Example CreateManifest.html Page

   

   Additionally, note the following options:

   • Server URL—Read-only. Displays the URL for the server you logged in to in an earlier step. This field is read-only. The example in Figure 3-1 shows a generic URL.

   • Domain URL—Blank by default, but can be used to add login domain URLs when more than one is configured. The additional login domains are listed in App Domains (see step 5).

   • App Domains—Lists the default login domain URL, derived from the entry in Server URL. If your environment uses more than one login domain, lists the additional domains that you add in Domain URL (see step 5).

4. Optional: Use the ID field and options in the following cases:

   • If you plan to deploy multiple manifest files, use the Generate new unique ID for the add-in GUID button, , as described in Working with Multiple Manifest Files.

   • If you would like to reuse a previously-saved manifest file, use the Select manifest file to reuse button, , as described in Reusing a Previously-Saved Manifest File. The manifest file may be one that you have previously deployed or sideloaded.

   This is the ID field and its option buttons:

   
5. If your environment uses more than one login domain, enter the URL in Domain URL, and then click Add.

   For the correct domain URL syntax, log in to the appropriate cloud service, copy the URL, paste the URL into the Domain URL field, and then click Add.

   The URL is added to the App Domains list.

   You must add all login domains used in your environment. Any time a domain (URL) is accessed, but is not defined within the manifest file while loading the Smart View add-in, Excel launches this URL in the browser and loading fails. This is an indication to add that domain to the manifest, regenerate the manifest file, and sideload or redeploy.

6. Optional: In the Add-in Name field, enter the ribbon tab name that users will see for Smart View in the Office 365 application on the Mac or in a browser.

   This is also the name that will appear when downloading the Oracle Smart View for Office add-in from Excel using the Insert, Add-ins command.

   The default name is Smart View.

7. Optional: Click the Context Menu button to add ribbon commands to the context menu, as described in Adding Commands to the Right-Click Menu.
8. Optional: In Supported Languages, select up to 10 languages for deployment or sideloading.

   English is selected by default. Additionally, if your browser language or environment locale is non-English, then the non-English language is also selected.

   Note:

   There is a limit of 10 languages allowed per manifest file. Selecting more than 10 languages in Supported Languages results in a warning message. If your users require more than 10 languages, then you must create another manifest file with the additional required languages and perform an additional centralized deployment. For more information, see Localization in Smart View (Mac and Browser) and Working with Multiple Manifest Files.

9. Optional: To enable support for functions, select the Include Functions support check box.

   Enabling the Include Functions support check box gives users the ability to work with the supported Smart View functions both manually and using the Function Builder interface.

10. Optional: In Available Extensions, select the check box for the extensions to enable.

    You can enable these extensions for EPM Cloud:

    • EPM Admin Extension

    • EPM Books Extension

    Note:

    There are no available extensions for Essbase.

    See Enabling Extensions in Smart View (Mac and Browser) for more information about extensions.

11. Review and finalize your changes to the manifest.
12. Click Create Manifest.

    At the prompt, enter a name for the manifest file and choose a location to save it.

    Note:

    Do not include spaces in the manifest file name.

    By default, the manifest file is saved to the location you’ve specified as the download location for your browser; typically, the Downloads folder.

13. Move the manifest file you just created from Downloads to the folder you created earlier for storing manifest files.
14. Optional: If you plan to deploy multiple manifest files, repeat the steps above for each manifest, customizing as required.

    Refer to Working with Multiple Manifest Files for information on deploying or sideloading multiple manifest files.

15. Continue with Deploying the Manifest File to Office 365 Users.

    Alternatively, to test before deploying, see Sideloading and Logging In.