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The Oracle SmartView plug-in for Excel may be installed from the Software Center on CWF-owned windows PCs.  

Pre-Requisites

Users must be added to the SmartView Users AD group before SmartView will show up their Software Center.  Local Administrator permissions are not required to run the install.

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 close, click Install.
  4. A command prompt window will open and display the install progress.  When is displays "Press any key..." please do so, to proceed.
  5. If the install completed successfully, the Software Center Install button will turn into an Uninstall button.
    If the install failed, please contact End User Services.

Configuring SmartView to Connect to Hyperion.  

IMPORTANT

When first opening Excel after the SmartView install, if it hangs at the green 'splash screen,' just close and reopen Excel.


  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 tab enter the Smart View connection link in the following format:

    C:\Users\user credentials\Documents\Smart View\SmartViewEnvironments.xml

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




  5. Click OK.
  6. Click Panel from the Smart View ribbon to open the action panel. The Smart View panel will open to the right of the screen.


  7. Click Shared Connections from the Smart View Panel.
  8. If asked, choose Company Sign In. This is the CWF single sign on (SSO) option.


  9. Select the EPM Cloud connection type from the drop-down.


  10. Expand the connection and double click OEP_FS.


  11. Click Ad Hoc Analysis at the bottom of the panel. This will launch the POV interface for you begin analysis.


  12. The POV interface will appear for you to begin analysis.

Troubleshooting

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

If there are issues with sessions timing out quickly run the 'Smart View Time Out Fix' located in  \\netapp1\Info Tech\Public\smartview install

Smartview only shows up in Add/Remove Programs under the profile of who it was installed under.   

  

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