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There are two steps: Installing the SmartView Plug-in, and Configuring SmartView to Connect to EPBCS (Hyperion).   

Installing the SmartView Plug-in

1. Click the Start button and type "Software Center to open the Software Center.
2. Click on the SmartView icon
   
   
   
3. Note that All Office applications and web browsers must be closed before installation.  A browser will automatically re-open to this page when the install is complete.  When all Office applications have been closeclosed, click Install.
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4. A command prompt window will open and display the install progress.  When is displays "Press any key..." please do so, to proceed.
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6. If the install completed successfully, the Software Center Install button will turn into an Uninstall button.

   
   

     If the

   install failed

   status shows Failed, please contact End User Services.  Clicking the "Configuration Steps" link will bring you back to this page.

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Configuring SmartView to Connect to Hyperion.  

1. Open Microsoft Excel.
2. Click the Smart View tab to open the ribbon.
   
   
   
3. Click Options from the Smart View Ribbon.
   
   
   
4. From the Advanced tabenter the Smart View connection link in the following formatas below:
   

   C:\UsersOracle\user credentials\Documents\Smart View\SmartView\SmartViewEnvironments.xml

   (in the above file path, replace “user credentials” with your user name)

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5. Click OK.
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7. While in Options, switch to the Data Options tab.
   Scroll to the bottom of the page.  Uncheck Suppress Missing Blocks if it shows as checked. 
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8. The OK button at the bottom of the Options window has a drop-down menu that can be selected by clicking on the right side of the button.  
   Open the drop-down menu and click on Save as Default Options.
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9. Click Panel from the Smart View ribbon to open the action panel. The Smart View panel will open to the right of the screen.
   
   
   
10. Click Shared Connections from the Smart View Panel.
    
11. If asked, choose Company Sign In. This is the CWF single sign on (SSO) option.
    
    
    
12. Select the EPM Cloud connection type from the drop-down.
    
    
    
13. Expand the connection and double click OEP_FS.
    
    
    
14. Click Ad Hoc Analysis at the bottom of the panel. This will launch the POV interface for you begin analysis.
    
    
    
15. The POV interface will appear for you to begin analysis.
    

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When first opening Excel and it hangs at the green 'splash screen'. Just , just close and reopen , have not experienced any issues in doing thisExcel.

If there are issues with sessions timing out quickly run the 'Smart View Time Out Fix' located in  \\netapp1\Info Tech\Public\smartview installSmartview only shows up in Add/Remove Programs under the profile of who it was installed under.   .

If the Software Center shows that SmartView is installed, but the tab is missing in Excel, complete these steps

1. Go to File, then Options, and then Add-ins.
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2. From Manage, select COM Add-ins, and then Go.
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3. In COM Add-ins, select the check box to enable the Oracle Smart View for Office add-in, and click OK.
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4. Restart Excel.