About Saving Office Documents to EPM Cloud
In Oracle Smart View for Office, you may save Microsoft Office documents (Word, Excel, and PowerPoint files) to the Oracle Enterprise Performance Management Cloud Library.
Users often share Office documents by emailing them, or saving them to an internal location. Storing files in the EPM Cloud Library gives users another option for saving files in a central location and facilitates sharing documents with other users.
Documents you save in the EPM Cloud Library follow the access control currently in place in your environment. By configuring the access control rights, you can use the EPM Cloud Library to share files with other users.
You can also download saved files from the library.
Note:
This feature is available to all EPM Cloud business processes that work with Smart View. But currently, only the EPM Cloud Library in Narrative Reporting supports this feature. Narrative Reporting must be provisioned in your EPM Cloud subscription; however, the Narrative Reporting extension is not required.
To enable this feature, an update is made to the libraryprovider
property in the properties.xml file, located in the
cfg folder of the Smart View installation. The
properties.xml file must be updated on each individual user’s
machine. A Service Administrator will likely complete this task, and then distribute the
file to users. See Setting Up Smart View to Save Office Documents to EPM Cloud.
Once the properties.xml file is distributed, users can see the new
Save and Save As options on the Smart View ribbon the next time they start Smart View.
Users may organize documents by creating folders in the EPM Cloud Library. They can create folders in Narrative Reporting web or in the tree structure in the Smart View Panel under the Documents node. See Creating Folders in the EPM Cloud Library.
Note:
In order to create folders in Smart View, and to view the folders and files under the Documents node in the Smart View Panel, users must be connected to their Narrative Reporting business process.
If users aren't already connected to Narrative Reporting, they will be prompted to sign in when using the Save or Save As options.
Any Word, Excel, or PowerPoint file may be saved to the EPM Cloud Library. The files do not need to be connected in any way to an EPM Cloud business process.
Note:
If you use Narrative Reporting:
-
If you have enabled the Narrative Reporting extension, you will see some folders under the Library node repeated under the Documents node in the Smart View Panel. This is a virtual view of the folders and does not affect the behavior of the Save or Save As options. You can access your saved content from either location in the tree.
- When saving a doclet from a report package, the doclet will lose all metadata associated with Narrative Reporting and the report package; it becomes a regular Office document. Upon Save or Save As, the Office document is closed. You can reopen the saved document from the location where you saved it by selecting it from the tree in the Smart View Panel.