2 Creating and Saving the Manifest File

Office 365 uses the Oracle Smart View for Office (Mac and Browser) manifest file to present users with a Smart View ribbon containing buttons and menu commands.

To create a Smart View manifest file for Office 365:
  1. Create a folder on your local drive for storing manifest files.
  2. Log in to your environment; for example, if you are Oracle Enterprise Performance Management Cloud service administrator for Planning, log in to your Planning environment.
  3. Once logged in, go to the manifest creation page, CreateManifest.html, by manually changing the URL to the following:
    https://serviceURL/HyperionPlanning/CreateManifest.html

    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 page is displayed in that localized language. See Localization in Smart View (Mac and Browser) for more information.

  4. Make a selection under Select business process to create manifest.

    The Select business process to create manifest drop-down list, with the options of Planning, Financial Consolidation and Close, and Tax Reporting

    For this example, we’re going to select Planning. Selecting Planning will give you all available ribbon buttons commands for Planning.

    In Figure 2-1, after selecting Planning, we see a scrollable list of available ribbon button commands for Planning.

    Note:

    To implement ribbon button context, where ribbon buttons are enabled or disabled depending on sheet content, do not remove any of the ribbon buttons that are pre-selected in the manifest file. You may, however, add the Build Function button and the Dimension Editor group buttons, as described in Customizing the Manifest File.

    Additionally, we see the following:

    • Server URL—Pre-populated with information for the server you logged in to earlier. The example shows a generic URL.

    • Domain URL—Blank by default, but can be used to add domain URLs when more than one is configured (see the next step).

    • App Domains—Lists the default login domain URL, derived from the entry in Server URL.

    • Add-in Name—Contains Smart View by default. This is the name that will appear in the ribbon tab in your Office 365 application on the Mac or in a browser. You can change this name as you require.

      This is 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.

    Figure 2-1 Example CreateManifest.html Page

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

    The domainURL is equal to <dataCenter>.oraclecloud.com or <dataCenter>.identity.oraclecloud.com. To form your URL, use the syntax appropriate for your environment:

    https://login.<dataCenter>.oraclecloud.com

    or

    https://<dataCenter>.identity.oraclecloud.com

    You must add all login domains used in your environment. Any time a domain is used but not listed in the manifest file, Office opens the URL in a browser.

    After you click Add, the new login domain is added to the Apps Domain list.

  6. 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, 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, 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:

    The GUID field, and next to it the Reuse Manifest File button and Generate New GUID button
  7. In Supported Languages, select up to 10 languages for deployment or sideloading.

    English is always 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.

  8. Optional: Customize the manifest file.

    Complete the procedure in Customizing the Manifest File, then continue with the next step.

    Note:

    If you plan to use the Admin Extension functionality in Smart View, be sure to select the Dimension Editor group options, including the Update option.

  9. 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.

  10. Move the manifest file you just created from Downloads to the folder you created earlier for storing manifest files.
  11. 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.

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

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