Working with Doclets Locally

This topic applies to Office-based doclets of all types—regular, reference, and supplemental. Unless otherwise noted, the term doclets refers to all Office-based doclet types.

After checkout, you can work with a doclet directly in the appropriate Office application while connected to Oracle Enterprise Performance Reporting Cloud through Oracle Smart View for Office. If you must close the Office application, or disconnect from Oracle Enterprise Performance Reporting Cloud, you can upload the doclet before closing or disconnecting and the changes you made are saved for the next time you start Smart View and log on Oracle Enterprise Performance Reporting Cloud.

Alternatively, use the Office Save As command to save a doclet to a local or network folder and work with it locally or from your network folder, outside of the Oracle Enterprise Performance Reporting Cloud environment. The following procedures explain how to download a doclet to work with locally, and provide two methods for uploading the doclet back to Oracle Enterprise Performance Reporting Cloud.

Note:

In the following procedures, "locally" refers both to locally-saved doclets, as well as doclets saved to a network folder location.

Downloading Doclets for Local Use

This procedure assumes that you want to work with a doclet, reference doclet, or supplemental doclet locally or on a network folder, while disconnected from Oracle Enterprise Performance Reporting Cloud in Smart View.

To download a doclet, reference doclet, or supplemental doclet to work with locally:

1. In the checked-out doclet, using the File menu in the Office application, select Save As.

2. Save the document to a local folder or network folder location, as you require.

   Caution:

   You can save a document locally anytime. But be aware that if you do not check out the doclet before saving it locally, other users can still check it out and modify it. Then you won't be able to upload your version of the doclet without overwriting other users' changes. Oracle recommends checking out a doclet or supplemental doclet first before downloading it locally or to a network folder.

3. Modify the downloaded doclet in the native Office application.

4. Choose a method for uploading the doclet:

   • Method 1: Uploading Locally-saved Doclets from Windows Explorer or from an Opened Doclet

   • Method 2: Uploading Locally-saved Doclets from an Office Application

Method 1: Uploading Locally-saved Doclets from Windows Explorer or from an Opened Doclet

This procedure assumes that you have worked with a doclet, reference doclet, or supplemental doclet locally or on a network folder, while disconnected from Oracle Enterprise Performance Reporting Cloud in Smart View. You can double-click your doclet file in Windows Explorer or your desktop, connect to Oracle Enterprise Performance Reporting Cloud, Refresh, and then Sync.

To upload a locally-saved doclet, reference doclet, or supplemental doclet:

1. In Windows Explorer, navigate to the offline doclet file and double-click it to launch the appropriate Office application.

   You can also start with an already-opened offline doclet file.

2. Connect to Oracle Enterprise Performance Reporting Cloud, as described in Connecting to Oracle Enterprise Performance Reporting Cloud in Smart View

   Notice that the Performance Reporting Home panel is displayed.

3. In the Smart View ribbon, click Refresh.

   Notice that the Performance Reporting ribbon is displayed.

4. In the Performance Reporting ribbon, click Sync.

   The Report Center panel is launched, the report package is opened, and the active doclet is highlighted in the report package list.

   Assuming you checked out the doclet prior to downloading and saving it locally, note the state of the ribbon; the Upload and Check In buttons are enabled.

5. Click Upload.

6. Continue with Uploading and Working with Page Attributes and Slide Masters.

Method 2: Uploading Locally-saved Doclets from an Office Application

This procedure assumes that you have worked with a doclet, reference doclet, or supplemental doclet locally or on a network folder, while disconnected from Oracle Enterprise Performance Reporting Cloud in Smart View. The difference between this method and Method 1 is that you must connect to Oracle Enterprise Performance Reporting Cloud before opening your doclet file in Smart View.

To upload a locally-saved doclet, reference doclet, or supplemental doclet:

1. Open the appropriate Office application, but do not open the locally-saved doclet yet.

2. Connect to Oracle Enterprise Performance Reporting Cloud, as described in Connecting to Oracle Enterprise Performance Reporting Cloud in Smart View, and open the report package to which your locally-saved doclet belongs.

3. In the Office application, open the locally-saved doclet by using the File, Open command.

   This action loads the Performance Reporting ribbon. Note the state of the ribbon; the Upload and Check In buttons are enabled.

4. Click Upload.

5. Continue with Uploading and Working with Page Attributes and Slide Masters.