Connecting Using Company Sign In Credentials

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

Before you start:

  • Ensure that you have installed the Oracle Smart View for Google Workspace extension from Google Workspace Marketplace and provided the access permissions required by Google Workspace. For more information, see Installing Smart View in Getting Started with Oracle Smart View for Google Workspace.
  • Ensure that you have the connection credentials provided by your Service Administrator for Client ID, IDCS URL, and Scope. For more information, see Creating an Oracle Identity Cloud Service (IDCS) Application in Getting Started with Oracle Smart View for Google Workspace.
  • Ensure that your Service Administrator has enabled the Smart View Extension for Google Sheets for your business process. For more information, see Enabling the Smart View Extension for Google Sheets in Getting Started with Oracle Smart View for Google Workspace.

To connect to your business process environment using company sign in credentials:

  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.
  3. In the Connect dialog box, ensure that the Company Sign In check box appears selected. It is selected by default.
  4. Enter the server URL and connection credentials shared by your Service Administrator. You can click the Server URL list to view the previously connected URLs or search the list by typing a part of the desired URL and selecting it from the filtered matching results.

    Alternatively, if your Service Administrator has shared a connections JSON file, click Load Connections to browse, select, and load the connections from the file.

    The server URL and other details are populated automatically based on the connection scenarios described in the Connection Scenarios section. To change the display order of the previously connected server URLs or to delete them from the list, see Managing Connections.

    The connection details are as follows:

    • Server URL: This refers to the web application environment 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.
    • Scope: This determines the resources available for each application. The scope is added as part of the IDCS application creation process. For example, urn:opc:serviceInstanceID=<SERVICE_INSTANCE_ID>urn:opc:resource:consumer::all offline_access. If the scope is not available, the field can remain empty. A default scope will be used instead.

    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 Connect dialog box, click Launch Home to open the Smart View Home panel.

    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

Connection Scenarios

All your previously connected server URLs are persisted and displayed in the Server URL drop-down list. This includes the URLs you connected to manually and the URLs you connected to from a connections JSON file shared by your Service Administrator. The way the server URLs and other details are displayed or fetched is explained in the following scenarios:

  • By default, the last connected server URL is displayed in the Server URL field. Press Tab or click in the Connect dialog box to populate the related details in the Server URL, Client ID, IDCS URL, and Scope fields.
  • If there are no previously connected URLs, that is the Server URL list is empty, you can do either of the following:
    • You can enter the server URL and other details manually. Once connected, these details will be persisted the next time you try to connect to the same server.
    • Click Load Connections to load the server URL and other details from the connections JSON file shared by your Service Administrator. The details of the first server listed in the connections file are displayed by default in the Connect dialog box.
  • If you want to connect to another server that is different from the one displayed by default, click the Server URL field to view the list of all previously connected server URLs. You can search this list by typing a part of the desired URL and selecting it from the filtered matching results.
    • This list includes the persisted server URLs that you connected to previously, either manually or through the connections file shared by your Service Administrator.
    • If a server URL exists in both the persisted URLs and the connections file, then it is displayed only once in the Server URL list.
    • Select the required server URL from the list and press Tab or click in the Connect dialog box to populate the related details in the other fields.
  • If you clear the value in the Server URL field, enter a server URL, and click Load Connections, then either of the following can happen:
    • If the entered server URL exists in the connections file, its details are fetched from the connections file and then displayed in the Connect dialog box.
    • If the entered server URL does not exist in the connections file, then the other fields in the Connect dialog box remain unchanged, and you can enter the details manually.

Troubleshooting Connection Issues

This section explains the steps to follow if you face the following connection issues:

  • After installing the extension and connecting to your business process, if you open the Home panel and get an error message stating "Administrator has not enabled Google Sheets support for this instance", then you cannot use Smart View in Google Sheets.

    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.

  • After clicking Connect, if you get an error message stating "You do not have permission to call UrlFetchApp.fetch. Required permissions: https://www.googleapis.com/auth/script.external_request. For more information, see https://developers.google.com/apps-script/guides/support/troubleshooting#authorization-is", it indicates that you have not provided Google Workspace the required permissions while installing the Smart View extension. To resolve this connection error, review and provide the required permissions as described in Installing Smart View in Getting Started with Oracle Smart View for Google Workspace.