Updating Enterprise Journals in Smart View

You can use Oracle Smart View for Office for the journal data collection process. After you install Smart View and the Enterprise Journal Extension, you can manage the data collection process and work with journals using the Enterprise Journals menu option in Smart View.

Note:

Before you begin, you must install Smart View and the Smart View Extension for Enterprise Journals, and create a private connection to use with the extension. See the "Downloading and Installing Clients" section in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators and Creating Connections to the Smart View Extensions.

Note:

For non-English locales, the Default option on the Language drop-down list in Smart View is not supported in Smart View extension for Enterprise Journals.

Note:

It's recommended to:

• Restart Smart View for Office after installation and uninstallation.
• Uninstall and reinstall Smart View Extension when there is an update.

Uninstalling an Extension

To uninstall an extension:open Excel → Go to Smart View ribbon → Click Options, and then click . You will get the remove option for each extensions.

1. Open Excel.
2. In the Smart View menu, click Options.
3. Click Extensions and then click Check for Updates, New Installs, and Uninstalls.
4. Click Remove for the extension you want to remove.

Updating and Reinstalling an Extension

After creating a connection:

1. Open Excel.
2. In the Smart View menu, click Options.
3. Click Extensions and then click Check for Updates, New Installs, and Uninstalls.
4. Select the connected machine and click Get Updates.

   

5. Click Install.

   

   Note:

   After creating the connection, only the extension related menu item is displayed.

Connecting to Smart View

After you've installed the Smart View Extension for Enterprise Journals and created a connection:

1. Open an active Excel file, go to the Smart View menu and click Panel.
2. In the right panel, from Private Connections, select the Enterprise Journals connection that you created.
3. In the Connection dialog box, enter a user name and password, then click Connect.

After you install the extension and create a connection, you can view a worklist of the journals that you need to act on for preparation and approval.

Security Considerations

You can view the journals for which you're authorized. This is the Display My Tasks view of the worklist. Therefore, you may not see all of the journal tasks that you've access to. Depending on your current role (example, Preparer or Approver), the available options such as Save Data, Approve, or Rejectchanges to match the associated role. If you've different roles, you may need to log in as the specific role to perform different operations.

For information on working with Smart View, see Oracle Smart View for Office User's Guide .

Working with Enterprise Journals from Smart View

1. Open an active Excel file, go to the Smart View menu, and click Panel.
2. In the Smart View Panel, click Private Connections.
3. In the Private Connections panel, select the Enterprise Journals connection from the drop-down list.
4. When prompted, provide your login credentials: domain name, user name, and password to sign in.
5. When Smart View opens, you can see the Enterprise Journals ribbon.
6. From the Enterprise Journals ribbon, you can perform these actions:

   

   • Refresh - Refresh the grid to view the latest data from the server.
   • Summary - Includes all the properties, instructions, alerts, worflow, questions, comments, and history information associated with the journal.
   • Save - Save the grid.
   • Validate - Validate the grid.
   • Create - Create the journal.
   • Delete - Delete the journal.
   • Submit - Submit the journal.
   • Force Close - Force close the journal.

   Note:

   If you've security privileges to create Ad-Hoc journals for any template, the Ad-Hoc action will also be available. See Creating Ad-Hoc Enterprise Journals in Smart View.
7. From the Approval ribbon, you can perform these actions:
   • Refresh - Refresh the grid
   • Approve - Approve the Journal. Following the last stage of Approver, it goes through the entire posting process.
   • Reject - Reject the journal
   • Force Close - Force close the journal
8. From the Teams ribbon, you can perform these team actions:
   • Claim - Claim the journal
   • Release - Release the journal

Note:

The header and line items in the grid would continue to be same as the web. The only difference is that the dimension reference members can also be manually entered.

See also Understanding Smart View Best Practices.

Watch this video to learn more about working with Enterprise Journals in Smart View.

Working with Enterprise Journals in Smart View.