Managing Access to Office Documents in EPM Cloud Library

Narrative Reporting users and EPM Cloud Platform users with the Service Administrator or Power User role can limit user access to Microsoft Office documents in the EPM Cloud Library from Oracle Smart View for Office.

Note:

• The task in this topic is for Service Administrators or users who are familiar with editing the properties.xml file located in the <Smart View Install>/cfg folder (for example, C:\Oracle\SmartView\cfg).

• In EPM Cloud Platform, this feature is limited to users with Service Administrators and Power User roles.
• In Narrative Reporting, there is no user limitation by role.

The ability to access and save Office documents to the EPM Cloud Library is enabled by default in Smart View.

You can remove this access by setting the enableLibrary property to 0 in the Smart View properties.xml file. This file is located in the <Smart View Install>/cfg folder (for example, C:\Oracle\SmartView\cfg).

Table 17-17 summarizes the effect of enabling and disabling the enableLibrary property for users with and without the Service Administrator or Power User role.

Table 17-17 Effects of enableLibrary Property with Service Administrator or Power User Role Settings

enableLibrary Property Setting	Service Administrator or Power User Role = Yes	Service Administrator or Power User Role = No
enableLibrary=1	Documents node shown in tree Ribbon buttons are displayed Provider URL is in dialog	No Documents node shown in tree Ribbon buttons are displayed (can save to other providers) Provider URL is NOT in dialog
enableLibrary=0	No Documents node shown in tree Ribbon buttons hidden (can’t access dialog)	No Documents node shown in tree Ribbon buttons hidden (can’t access dialog)

This procedure shows you how to disable and re-enable the enableLibrary property in the properties.xml

To disable the enableLibrary property and limit access to saving and downloading Office documents in Oracle Enterprise Performance Management Cloud:

1. Open the Smart View properties.xml file with a text editor.
   The properties.xml file is located in the <Smart View Install>/cfg folder (for example, C:\Oracle\SmartView\cfg).
2. Locate the following entry:

   <!-- Enable Library on client. -->
       <enableLibrary>1</enableLibrary>

3. Change the enableLibrary value to 0; for example:

   <!-- Enable Library on client. -->
       <enableLibrary>0</enableLibrary>

4. Save the updated file.
5. Distribute the file according to your internal processes.

   Once the properties.xml file is distributed to users, the ability to access or use the Save and Save As options and view the Documents folder in the library will depend on each user's Service Administrator or Power User status, described in Table 17-17.

6. Optional: Re-enable the enableLibrary property by repeating this procedure, setting the property to 1; for example:

   <!-- Enable Library on client. -->
       <enableLibrary>1</enableLibrary>

   Once the properties.xml file is distributed to users, Narrative Reporting users and EPM Cloud Platform users with the Service Administrator or Power User role can use the Save and Save As options that will now appear in the Library group on the Smart View ribbon the next time they start Smart View.