Saving Connections as Private Connections

You can save shared or private connections as private connections and give them user-friendly names.

Although you cannot create shared connections without administrative privileges, you can save them as private connections. You can also save a private connection. In both cases, when saving these connections as private, you can provide a user-friendly name. These connections are referred to as named connections.

To create a private connection from a shared or private connection:

  1. Connect using a shared or private connection.
  2. In the Smart View Panel, in the tree list for a shared or private connection, select an item to save as a private connection.

    You can select either an application name or a database name.

  3. From the Action Panel, select Add to private connections.

    This option is available only if the selected item is enabled for saving as a private connection.

  4. Optional: From Save as Private Connection, edit the name and description of the connection.

    Oracle Smart View for Office appends connection URL_application name to the name of the item you selected. For example, if you selected a database named ABC in the application XYZ, the default connection name is:

    ABC - <connection_URL>_XYZ

    You can alter this name to make it more user-friendly; for example, you might change it to:

    MyABC

  5. Click OK in the Save as Private Connection dialog.

    The connection name is displayed in the following:

    • The Shared Connections tree list, indicated as private by a small arrow, Database icon with small arrow in lower left corner, indicating a private connection

    • The Private Connections tree list, indicated as private by a small arrow, Database icon with small arrow in lower left corner, indicating a private connection

    • The Private Connections tree after selecting the server name, grouped under application type (such as Planning), from the private connection drop-down list

  6. To ensure that the current worksheet is connected to the newly created private connection, in the Smart View ribbon, select Connections, then Active Connections, and then select the check box next to the new connection name.

    Alternatively, once you perform a Smart View action (for example, select Ad hoc analysis from the Action Panel), the connection is automatically made.