Connecting Using Company Sign In Credentials

You can sign in to your business processes from Oracle Smart View for Google Workspace using your organisation's sign in credentials.

Before you start, ensure that you have the connection credentials provided by your Service Administrator for Client ID and IDCS URL. For more information, see Creating an Oracle Identity Cloud Service (IDCS) Application in Getting Started with Oracle Smart View for Google Workspace.

  1. Sign in to Google Sheets using your Google Workspace credentials and open a new spreadsheet.
  2. In the Extensions menu, select Smart View for Google Workspace, and then select Connect under Start.
    Displays the navigation to the Connect menu which is part of the Smart View for Google Workspace menu under Extensions
  3. In the Connect dialog box, select the Company Sign In check box.
  4. Enter your connection credentials. Contact your Service Administrator for these details.
    • Server URL: This refers to the web application link of your Oracle Fusion Cloud Enterprise Performance Management business process. Modify the web application link to remove "/epmcloud" and add "/HyperionPlanning" towards the end of the link.
    • Client ID: This is generated as part of the IDCS application creation process. To find the Client ID in the IDCS Console, go to Identity domains and click Integrated applications. Click your IDCS application link and, in the General Information section, see the value in the Client ID field.
    • IDCS URL: This is the URL that you get on the Sign In page when you open your Cloud EPM web application. Modify the link to retain it till "identity.oraclecloud.com" and remove the characters after this part. For example, https://idcs-<instanceID>.identity.oraclecloud.com.

    Displays the Connect dialog with Company Sign In check box and other credentials
  5. Click Connect.
  6. In the Device Log In dialog box, copy the displayed code to clipboard. You will need to enter this code in the next step.
    Displays the Device Log In dialog with code
  7. Click the Click Here link, and after you authenticate using your cloud credentials, enter the copied code in the Code field on the Device Log In page.
    Displays the Code field to enter the code getting the access token
  8. Click Submit. Once you get a confirmation message stating you have access to your application, you can close the tab and return to the tab where Google Sheets is open.
  9. In Google Sheets, click OK in the Device Log In dialog box. A toast message appears stating that you have got the access token. You are now connected to your business process from Google Sheets.
  10. In the Extensions menu, select Smart View for Google Workspace, and then select Home.

    In the Smart View Home panel, you can view the library and work on forms and ad hoc grids present in the business application.


    Displays the Smart View Home panel containing various forms and ad hoc grids

    Note:

    When trying to open the Home panel, if you get an error message stating "Administrator has not enabled Google Sheets support for this instance", then you cannot use Smart View in Google Sheets, even though you have installed the extension and connected to your business process.

    As a prerequisite, your Service Administrator needs to enable the Smart View Extension for Google Sheets in the web application settings for every business process that you want to connect through Smart View in Google Sheets. For more information, see Enabling the Smart View Extension for Google Sheets in Getting Started with Oracle Smart View for Google Workspace.