Installing Smart View and the Admin Extension for Application Management
Most procedures described in this appendix are performed within Smart View, with the exception of Controlling the Display of Application Management Options in Smart View and Downloading the Application Template Zip File from the Web Interface.
Note:
Application management is supported for these Oracle Enterprise Performance Management Cloud business processes: Planning, Planning Modules, and FreeForm.
Before you begin, ensure the following depending on whether you plan to use Windows-based Oracle Smart View for Office, Oracle Smart View for Office (Mac and Browser), or both:
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Windows-based Smart View: Install Smart View.
The Admin Extension is not required to use the application management features in Windows-based Smart View.
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Smart View (Mac and Browser): Deploy Smart View (Mac and Browser) with the Dimension Editor options selected.
You must select the Dimension Editor options in order to work with the application templates in Smart View (Mac and Browser).
See Deploying Oracle Smart View for Office (Mac and Browser) with the Admin Extension
Installing Windows-based Oracle Smart View for Office
To use the Windows client-based version of Smart View, see Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for instructions on installing Smart View.
Note:
The Admin Extension is not required with Windows-based Smart View when working with application management.
After installation, get started by downloading and then editing the application template workbook available in Smart View or from the template download zip file in the web.
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By default, you can download the Planning application workbook template directly from Smart View.
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Or, download the application template zip file from the Downloads page of the Planning, Planning Modules, or FreeForm business process. The template zip file contains starter application template workbooks for these business processes, along with a sample Planning application workbook.
Deploying Oracle Smart View for Office (Mac and Browser) with the Admin Extension
To use the Mac- or browser-based version of Smart View, you must deploy a Smart View (Mac and Browser) manifest file with the Dimension Editor options enabled.
See the following topics in Deploying and Administering Oracle Smart View for Office (Mac and Browser) for instructions on deploying Smart View (Mac and Browser) with the Dimension Editor options enabled: