Connecting Using a Private Connection

Use the procedure in this topic to connect to supported data sources using a private connection.

To connect to a data source using a private connection:

  1. From the Smart View ribbon, click Panel.

    Note:

    To open a recently used item, click an item under Recently Used, and then skip to step 4. You can click Pin button to pin items to this list.

  2. From the Smart View Panel or from the drop-down menu displayed when you click the down arrow next to Switch To button, select Private Connections.
  3. In the Private Connections panel, in the field labeled Select Server or enter Provider url to proceed, select a connection from the drop-down menu.

    Alternatively, enter a connection URL in the field, and then press Enter. For examples of the URL syntax to use, see Private Connection URL Syntax.

  4. In the Login dialog, enter your user name and password.

    Note:

    • When accessing a cloud data source, the business process domain name appears next to Welcome in the Login dialog. If you need to change domains, click the change domain link, enter the new cloud Identity Domain name, and click Go. Then proceed with entering your user name and password.

    • Depending on how your administrator configured Oracle Smart View for Office, you may or may not be required to enter your user name and password as you change data providers and Office applications.

  5. In the Smart View Panel navigate the tree list, and then double-click the item—form, ad hoc grid, Smart Slice, task list, or catalog—that you want to open.

    You can also open items by right-clicking them and making a selection; or selecting an option from the Action Panel at the bottom of the Smart View Panel.

  6. Optional: After the item is opened on the grid, to easily locate it in the tree view, click the arrow next to Go button and select Locate Worksheet Connection.