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 if they are enabled for 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. We refer to these connections 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, tree list, 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.