Installation and Configuration Guide

Oracle

Smart View for Office

Release 22.100

F56506-08

May 2023

Oracle Smart View for Office Installation and Configuration Guide, Release 22.100

F56506-08

2004, 2023, Oracle and/or its affiliates.

Primary Author: EPM Information Development Team

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Contents

Documentation Accessibility

Documentation Feedback

Welcome to Smart View Installation and Configuration

Installing Smart View

About Installing Smart View 2-1

Installation Guidelines 2-1

Installation and Windows Access Control Settings 2-2

Installer Language 2-3

Microsoft .NET Framework Support 2-3

Internet Explorer 11 End of Support and Smart View 2-3

Microsoft Edge WebView2 Support 2-4

BiDi Support in Installer 2-4

Upgrading from Smart View 11.1.1.3.x or Earlier 2-4

Oracle BI EE Extension Users: Upgrading from Smart View 11.1.2.5.500 or Earlier 2-5

Oracle BI EE Version Requirement for Multiple Connection and View Designer

Features 2-5

Planning Offline Support 2-5

Installing from My Oracle Support or Oracle Technical Resources 2-6

Installing Browser Add-ons 2-7

Alternative Methods for Installing Browser Add-ons 2-10

Installing by Autodeployment in EPM System 2-13

Server Setup 2-13

Client Installation 2-15

Installing from EPM Workspace 2-17

Installing from Oracle BI EE 2-18

Configuring the BI Home Page 2-18

Installing from the BI Home Page 2-19

iii

Running Command Line or Silent Installations 2-20

Installing Smart View Extensions Silently 2-24

Exporting Default Smart View Options 2-25

Downloading Help for Local or Web Server Installation 2-26

Uninstalling Smart View 2-26

Administering Extension Installations and Updates

About Extension Installations and Updates 3-1

Configuring Manual Extension Updates 3-2

Manual Update XML Defined 3-4

Manual Update XML Example 3-6

Configuring Auto-Update Extensions 3-6

Auto-Update XML Defined 3-7

Auto-Update XML Example 3-8

Administering Extensions When Using Mozilla Firefox 3-8

Accessing Shared Connections from an XML File

About Accessing Shared Connections from an XML File 4-1

Setting Up the Shared Connections XML File 4-2

Connection File Syntax and Example 4-8

Connection File Syntax 4-8

Connection File Example 4-11

Installing and Configuring Help Locally or on a Web Server

About Installing Help Locally or on a Web Server 5-1

Setting Up Help Locally or on a Web Server 5-1

Optional Local Help Configuration via the Shared Connections XML File 5-4

Tips and Troubleshooting

Diagnostics Tools and Health Check 6-2

Installation and Languages 6-3

Windows, Office, and Smart View Locale Settings 6-4

Installing in the Windows Program Files Folder 6-4

Windows Registry Access Requirement for Smart View Installation 6-4

Office .NET Installation Option Requirement 6-4

Microsoft Office 365 ProPlus Support 6-5

Smart View cfg Folder and Properties File Access Requirement 6-5

VBA Function Error for Oracle Analytics Cloud or Oracle BI EE 6-5

Failure Connecting to Oracle Analytics Cloud 6-6

Ribbons Not Selectable After Installation 6-8

Ribbon Display Issue After Connecting to Both Smart View and PowerPivot 6-8

Third-Party Monitoring Tools May Impact Smart View Stability 6-8

Office Unknown Exception Error on a Protected Sheet 6-8

Spreading Issue, Smart View Installation, and HsSpread.dll 6-9

Smart View Ribbon Fails to Display After Non-Admin Installation 6-10

Smart View Display and Operations Issues After Windows 10 Update 6-10

Error When First Launching Excel After Installing Smart View 6-11

Issues When Starting Excel in Automation Mode 6-12

Diagnosing Login Issues 6-13

Clearing Smart View Cookies 6-14

Problem Opening Files in Excel 6-15

Enabling and Disabling Smart View and Other Office Add-ins 6-15

Disabling the Smart View Add-on in Apps Other than Excel 6-17

Errors when Launching Office after Installing Smart View 6-18

Extension Installation from EPM Cloud and Message Window Focus 6-19

Extension Updates and Office Applications Remaining Open 6-19

Slowness with Extension Options Dialog Box 6-20

Office Slow to Start when Internet Connectivity is Not Available 6-20

Excel Process Stops Responding (Hangs) on Shut Down 6-20

Add-ins Menu Still Displays After Smart View Uninstall 6-21

Renaming or Deleting the Excelnn.xlb File 6-21

Extension Updates and Outlook 6-22

Enabling the Smart View Extension for Firefox 6-22

Uninstallation Process Stops Responding 6-23

Excel Looks for HsTbar.xla File After Uninstall 6-24

Connection Error 6-25

Bindows Error When Importing Financial Reporting Documents 6-25

Working with Custom HTML-based Login Forms 6-25

Drill-through with Chrome: Blocklist and Allowlist for Native Messaging 6-26

Browser Settings When Working with XML Files on HTTP Server 6-26

Flickering Issues on Office 2013 and Office 2016 6-27

Smart View HTTP Session Timeout 6-27

Duplicate Queries in Word Slow to Refresh 6-28

Custom Styles and Merged Cells in Forms 6-30

Fixing Function Links on Machines where Smart View was Reinstalled in a User-specified

Location 6-31

Session Timeout when Connected Using Vanity URLs 6-31

Memory Error on Large Queries 6-31

Issues with Dynamic Data Exchange Option in Excel 6-32

Performance and Memory Usage Considerations for Smart View with Excel 6-32

Unbalanced Loads in Provider Services Clustered Environments 6-34

Two-Way SSL and Problematic Certificates 6-34

Documentation Accessibility

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vii

Documentation Feedback

To provide feedback on this documentation, click the feedback button at the bottom of

the page in any Oracle Help Center topic. You can also send email to

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Documentation Feedback

viii

Welcome to Smart View Installation and

Configuration

This help includes topics on these subjects:

• Installing Oracle Smart View for Office

• Administering extensions

• Configuring shared connections in an XML file

• Configuring locally-installed help

• Troubleshooting tips

• Limitations

To find information in this help, click Contents or Search in the left frame.

1-1

Installing Smart View

Related Topics

• About Installing Smart View

• Installation Guidelines

• Installing from My Oracle Support or Oracle Technical Resources

• Installing Browser Add-ons

• Installing by Autodeployment in EPM System

• Installing from EPM Workspace

• Installing from Oracle BI EE

• Running Command Line or Silent Installations

• Exporting Default Smart View Options

• Downloading Help for Local or Web Server Installation

• Uninstalling Smart View

About Installing Smart View

Oracle Smart View for Office uses a single installer for 64-bit and 32-bit versions of Microsoft

Office, starting with release 11.1.2.5.

Late-breaking information about the Smart View installation is provided in the Oracle Smart

View for Office Readme . You should thoroughly review this chapter along with the

information in the readme before installing Smart View.

Late-breaking information about installing client products in Oracle Enterprise Performance

Management Cloud environments is provided in the What's New document for each service.

Review this information thoroughly before installing client products.

Late-breaking information about the installation of Oracle Enterprise Performance

Management System products is provided in the Oracle Enterprise Performance

Management System Installation and Configuration Readme . Review this information

thoroughly before installing EPM System products.

Installation Guidelines

Related Topics

• Installation and Windows Access Control Settings

• Installer Language

• Microsoft .NET Framework Support

• Internet Explorer 11 End of Support and Smart View

• Microsoft Edge WebView2 Support

2-1

• BiDi Support in Installer

• Upgrading from Smart View 11.1.1.3.x or Earlier

• Oracle BI EE Extension Users: Upgrading from Smart View 11.1.2.5.500 or Earlier

• Oracle BI EE Version Requirement for Multiple Connection and View Designer

Features

• Planning Offline Support

Installation and Windows Access Control Settings

Starting with the 11.1.2.5.400 release, you can install Oracle Smart View for Office as

a System user or as a non-admin user.

Windows User Access Control (UAC) settings can affect Smart View installation. For

information on setting UAC, see the Microsoft Windows documentation.

Also, see Tips and Troubleshooting if you encounter issues related to installation.

Table 2-1 Installation Guidelines for System, Admin, and Non-Admin Users

Installation Context Scenario UAC-Enabled Result

System user

SmartView.exe

launched by the Windows

scheduler or PsExec

Not applicable Smart View is installed on

the machine level

Administrator The user runs

SmartView.exe

with the

"Run as Administrator"

command or from an

elevated command prompt

Depending on the UAC

level, the user may need to

go through the UAC UI

sequence

Smart View is installed on

the machine level

Non-admin user The user installing Smart

View may or may not be a

member of the

Administrators group.

Note: Not supported on

Windows server platforms.

No UAC interaction is

expected.

Smart View is installed on

the current user's level;

other users will not be able

to run Smart View

Notes:

• This scenario is not supported: A user installs Smart View, and then, on the same

machine, another user tries to install Smart View in the same location as the

previous installation.

• After non-admin installations:

– The Smart View ribbon may fail to appear on Windows 10.

See Smart View Ribbon Fails to Display After Non-Admin Installation for steps

to take to display the ribbon.

– Launching Office applications with Smart View content from Internet Explorer

will fail in protected mode.

Chapter 2

Installation Guidelines

2-2

Note:

Starting with Oracle Enterprise Performance Management System Release

11.2.2 and the Oracle Enterprise Performance Management Cloud 20.09

update, Internet Explorer is no longer supported. This guideline is kept here

for the purpose of backward compatibility. For more information, see

Internet Explorer 11 End of Support and Smart View.

• Upgrade in mixed installation context is not supported. For example, upgrading the

previously-installed per-machine installation with a per-user one is not supported (Error

1925).

• Silent installations are not supported for non-admin users. When attempting a silent

installation, the

flag is ignored for non-admin users, causing the Smart View product

installer to launch.

• Non-admin users are not authorized to install Smart View in the

C:\Program Files

C:\Program Files (x86)

folders.

Installer Language

The installer is automatically displayed in the language set in the Format field of the Windows

Region and Language dialog box in the Control Panel.

However, some messages, both on-screen and in the log file, cannot be translated and will

appear in English.

For more information about language settings, see Windows, Office, and Smart View Locale

Settings.

Microsoft .NET Framework Support

Oracle Smart View for Office requires a supported version of Microsoft .NET Framework.

Oracle recommends using .NET Framework 4.8 or higher.

Note that Microsoft .NET Framework 4.5.2, 4.6, and 4.6.1 are no longer supported after April

26, 2022. For more information, see .NET Framework 4.5.2, 4.6, 4.6.1 will reach End of

Support on April 26, 2022.

Internet Explorer 11 End of Support and Smart View

Microsoft has announced end of support of Internet Explorer 11 by June 15, 2022.

Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15,

2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In

situations where the Internet Explorer browser would be called, the Edge browser will be

launched instead.

Oracle Smart View for Office does not require the Internet Explorer browser specifically.

However, Smart View depends on WinInet APIs that may have dependencies on Internet

Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since

uninstalling may cause other applications that are dependent on it to work incorrectly.

Microsoft also recommends updating to the latest security patches as they become available.

Chapter 2

Installation Guidelines

2-3

For more information, see Oracle Support Document 2877741.1, Impact on Smart

View with Microsoft decommissioning Internet Explorer 11 on June 15, 2022 (Doc ID

2877741.1).

Microsoft Edge WebView2 Support

Oracle Smart View for Office uses the Microsoft Internet Explorer module to display

the authentication page. But certain authentication schemes may require newer

controls, such as WebView2, to process a complex login sequence. To use WebView2,

Microsoft Edge WebView2 Runtime should be installed and enabled on each Smart

View client machine.

Starting with the 21.100 release, Smart View supports WebView2. During runtime,

Smart View detects the presence of Microsoft Edge WebView2 Runtime installed on

the machine and launches the WebView2-based dialog to host the login page.

Once WebView2 is installed on Smart View client machines, users can enable it in the

Smart View Options section of Health Check (described in Performing a Health

Check On Your System in the Oracle Smart View for Office User's Guide ). WebView2

can also be enabled by editing the Smart View

properties.xml

file (by default in

C:\Oracle\SmartView\cfg

Administrators: If WebView2 is required to handle the login sequence used by your

organization, then you should ensure that Microsoft Edge WebView2 Runtime is

installed and enabled on the machines running Smart View. If you are installing

Microsoft Edge WebView2 Runtime, Oracle recommends using the Evergreen version.

Only WebView2 versions 86.0.616.0 and later are supported.

Once installed, Microsoft distributes WebView2 updates on a regular cadence, unless

a fixed version was installed. Administrators can use their own internal procedures to

download and distribute Microsoft Edge WebView2 Runtime to Smart View users. The

download is here:

https://docs.microsoft.com/en-us/deployoffice/webview2-install#webview2-runtime-

installation

For more information, see the WebView2 documentation.

BiDi Support in Installer

The Oracle Smart View for Office installer does not fully support bidirectional (BiDi)

languages. This can result in installer screens containing formatting errors such as

misaligned text and icons. The installer can be used, however, and the installed Smart

View product will display correctly in BiDi languages.

Upgrading from Smart View 11.1.1.3.x or Earlier

When upgrading from Oracle Smart View for Office release 11.1.1.3.x or earlier, Oracle

recommends uninstalling Smart View before installing this release.

Chapter 2

Installation Guidelines

2-4

Oracle BI EE Extension Users: Upgrading from Smart View 11.1.2.5.500 or

Earlier

If you’re using the Oracle BI EE extension, and upgrading from Oracle Smart View for Office

11.1.2.5.500 or earlier to Smart View 11.1.2.5.510 or later, a complete uninstall of Smart View

is required:

1. Close all Office applications.

2. Uninstall Smart View from the Windows Control Panel.

3. Install Smart View.

See Installing from My Oracle Support or Oracle Technical Resources.

Oracle BI EE Version Requirement for Multiple Connection and View

Designer Features

To use the multiple connection and View Designer features described below, ensure that the

Oracle Business Intelligence Enterprise Edition 11.1.1.7.140527 patch or higher is installed.

Go to My Oracle Support, Patches & Updates tab, and search by "Product or Family." In the

Product field, select Oracle Business Intelligence Enterprise Edition; in the Release field,

select OBI EE 11.1.1.7.140527.

• Multiple connections are supported with Oracle BI EE version 11.1.1.7.140527 and

higher. If connecting to earlier versions of Oracle BI EE, then only one connection is

allowed.

• To use the Oracle BI EE View Designer feature (introduced in the 11.1.2.5.200 release),

the Oracle BI EE 11.1.1.7.140527 patch or higher is required.

You should only use the View Designer in Oracle Smart View for Office to edit views that

were created and inserted using the View Designer.

See "Editing Views Created in View Designer" in the Oracle Smart View for Office User's

Guide for more information.

Planning Offline Support

Although Planning Offline is supported for 64-bit operating systems, it is not supported for 64-

bit Oracle Smart View for Office installations. If you use Planning Offline with Smart View, you

must install the 32-bit version of Microsoft Office.

Note:

Planning Offline is supported with Oracle Hyperion Planning on-premises only.

Planning Offline is not supported with the Planning business process in Oracle

Enterprise Performance Management Cloud.

Chapter 2

Installation Guidelines

2-5

Installing from My Oracle Support or Oracle Technical

Resources

To install Oracle Smart View for Office directly from My Oracle Support (MOS) or

Oracle Technology Resources (OTR; formerly Oracle Technology Network, OTN):

1. Before you begin:

• If you are upgrading to this release from an earlier Smart View release, Oracle

recommends that you first uninstall the earlier release before installing this

release. See Uninstalling Smart View.

• Ensure that a supported version of Microsoft .NET Framework is installed on

the computer where you are installing Smart View. See Microsoft .NET

Framework Support for .NET requirements.

A supported version of Microsoft .NET Framework is required to install and

use Smart View.

• Review the information in Installation Guidelines.

2. Close all Microsoft Office applications, including Outlook.

Note:

Oracle recommends ensuring that all Microsoft Office processes are

terminated on the machine where you plan to install Smart View. In

Windows Task Manager, check for and terminate these Office processes:

Excel, Word, PowerPoint, and Outlook.

3. Download the Smart View zip file from either MOS or OTR:

• From MOS:

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?

id=1923582.1

This Knowledge Article provides a link to the current version of Smart View.

• From OTR:

https://www.oracle.com/middleware/technologies/epm-smart-view-

downloads.html

Before downloading, review the "Oracle License Agreement" accessed from

the Smart View download page to ensure that your usage is compliant.

4. Unzip the file to a temporary location.

5. To start the installation wizard, right-click

SmartView.exe

and select Run as

administrator.

You may also double-click

SmartView.exe

to start the installation wizard; however,

some configurations may require Run as administrator. Therefore, Oracle

recommends using the Run as administrator command to ensure that all

functionality is properly enabled and all required Windows Registry entries are set.

See Installation and Windows Access Control Settings for more information.

Chapter 2

Installing from My Oracle Support or Oracle Technical Resources

2-6

6. Select a destination folder for Smart View, and then click OK.

For new installations, Smart View is installed by default in:

C:\Oracle\SmartView

If you are upgrading an existing installation of Smart View, the installer defaults to the

folder where Smart View was previously installed.

Note:

Oracle recommends installing in the default location or in a location that does

not contain any spaces in the installation path. For example, Oracle advises

that you do not install in

C:\Program Files

C:\Program Files (x86)

7. When installation is complete, click OK.

The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint,

or Word.

Note:

Starting with Smart View 11.1.2.5.510, the Oracle BI EE per-user extension

installer is included with the Smart View client installation. If the extension is not

already installed and it is not disabled, then it is installed the first time you start

Office.

8. If you plan to use drill-through reports or web launch, a browser add-on is required for all

supported browsers (Microsoft Edge, Mozilla Firefox, and Google Chrome). See Installing

Browser Add-ons for more information.

Note:

If you encounter issues related to installation and startup, see Tips and

Troubleshooting.

Installing Browser Add-ons

You can use Oracle Smart View for Office to interact with web browser applications, such as

Financial Consolidation and Close or Oracle Hyperion Planning, in two ways:

• Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application

web page in a browser

• Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.

Mozilla Firefox, Google Chrome, or Microsoft Edge require a Smart View add-on for drill-

through and web launch.

Table 1 summarizes the browser add-on requirements.

Chapter 2

Installing Browser Add-ons

2-7

Table 2-2 Browser Add-on Requirements for Drill-Through and Web Launch

Browser Add-on Required?

Mozilla Firefox Yes

Google Chrome Yes

Note:

Requires

installing

Chrome

extension

version 22.200

by December

31, 2022.

Microsoft Edge

Yes

Note:

Requires

installing

Chrome

extension

version 22.200

by December

31, 2022.

Chapter 2

Installing Browser Add-ons

2-8

Table 2-2 (Cont.) Browser Add-on Requirements for Drill-Through and Web

Launch

Browser Add-on Required?

Microsoft Internet Explorer Not supported

Note:

Starting with

Oracle

Enterprise

Performance

Management

System Release

11.2.2 and the

Oracle

Enterprise

Performance

Management

Cloud 20.09

update,

Internet

Explorer is no

longer

supported. For

information,

see Internet

Explorer 11 End

of Support and

Smart View.

For instructions on obtaining and installing the add-on for Firefox, Chrome, and Edge, see:

• Mozilla Firefox

• Google Chrome

• Microsoft Edge

The following subtopics provide the default instructions for installing the browser add-ons and

assume access to web app stores. If your users require a method for installing the add-ons

without directly accessing a web app store, see Alternative Methods for Installing Browser

Add-ons to explore other methods for installing the add-ons for Chrome and Edge.

Mozilla Firefox

To use Smart View 11.1.2.5.810+ with Mozilla Firefox ESR 60+, you must install the Oracle

Smart View for Office web extension for Firefox.

You can get the extension by searching on "smartview" on the Firefox Add-ons download site

or by going directly to this link:

https://addons.mozilla.org/en-US/firefox/addon/oracle-smart-view-for-office

Chapter 2

Installing Browser Add-ons

2-9

Click the + Add to Firefox button and follow the prompts to add the extension.

Note:

If you are using earlier versions of Firefox, then no add-on is required.

Google Chrome

EPM Cloud 17.06+ supports interoperability with Google Chrome and Smart View

11.1.2.5.700+.

To use Google Chrome with Smart View, install the Oracle Smart View for Office web

extension from the Chrome Web Store. You can get the extension by searching on

"smartview" in the Chrome Web Store or by going directly to this link:

https://chrome.google.com/webstore/detail/oracle-smart-view-for-off/

cjbpfomjjhkmfkembnjejkhpihjnomne

Click the Add to Chrome button and follow the prompts to add the extension.

Microsoft Edge

EPM Cloud 20.04+, EPM System 11.2.1+, and EPM System 11.1.2.4.825+ support

interoperability with Microsoft Edge based on Chromium 80+ and Smart View

11.1.2.5.910+.

To use Microsoft Edge with Smart View, you must enable Edge to allow extensions

from other stores, and then install the Oracle Smart View for Office web extension from

the Chrome Web Store.

To enable Edge to allow extensions from other stores, and then install the Chrome

extension:

1. Install the latest version of Edge from Microsoft.

2. In the upper right corner of Edge, click Settings and more,

, and then select

Extensions.

3. In the popup window, click the Manage extensions link.

4. On the Extensions page, click the Chrome Web Store link.

5. At the top of the page, click Allow extensions from other stores, and in the

confirmation dialog, click Allow.

6. Use this link to access the Oracle Smart View for Office web extension:

https://chrome.google.com/webstore/detail/oracle-smart-view-for-off/

cjbpfomjjhkmfkembnjejkhpihjnomne

Or, you can get the extension by searching on "smartview" in the Chrome Web

Store.

7. Click the Add to Chrome button and follow the prompts to add the extension.

Alternative Methods for Installing Browser Add-ons

In some organizations, users are not allowed direct access to the Chrome Web Store

where they can download the add-on, or extension file, for Google Chrome or

Chapter 2

Installing Browser Add-ons

2-10

Microsoft Edge. If this is the case in your organization, you can refer to the information in the

following Chrome help topic to facilitate installing the add-on for your users:

Alternative extension distribution options

In particular, Oracle recommends the following two methods to facilitate installing the add-on

for your users.

• Installing the Smart View Chrome Extension Using the Windows Registry

• Installing the Chrome Extension for Smart View Using the Downloaded CRX File

Note:

Both methods can be used with Google Chrome or Microsoft Edge.

Installing the Smart View Chrome Extension Using the Windows Registry

General instructions for installing extensions using the Windows Registry are found in the

Chrome help topic, Using the Windows registry.

Information specific to Oracle Smart View for Office is noted in the following procedures.

To install the add-on using the the Windows Registry:

1. Open the Windows Registry Editor.

2. Locate the following key in the registry; create this key if it is not present.

Chrome:

• 32-bit Windows:

HKEY_LOCAL_MACHINE\Software\Google\Chrome\Extensions

• 64-bit Windows:

HKEY_LOCAL_MACHINE\Software\Wow6432Node\Google\Chrome\Extensions

Edge:

• 32-bit Windows:

HKEY_LOCAL_MACHINE\Software\Microsoft\Edge\Extensions

• 64-bit Windows:

HKEY_LOCAL_MACHINE\Software\Wow6432Node\Microsoft\Edge\Extensions

3. Under the Extensions key, create a new key (folder) with this name:

cjbpfomjjhkmfkembnjejkhpihjnomne

The letter combination noted above is specific to the Oracle Smart View for Office

extension for Chrome and Edge.

4. In the extension key, create this property:

update_url

Chapter 2

Installing Browser Add-ons

2-11

Then set the value of the new property to this URL:

https://clients2.google.com/service/update2/crx

This URL points to the extension's CRX file in the Chrome Web Store.

5. Verify that the extension is installed.

• Chrome

Launch the Chrome browser and, in the address bar, enter:

chrome://extensions

The Oracle Smart View for Office extension is listed in the Extensions page.

• Edge

Launch the Edge browser, select the Settings and more icon, , and then

select Extensions.

The Oracle Smart View for Office extension is listed in the Extensions page

under Installed extensions.

Installing the Chrome Extension for Smart View Using the Downloaded CRX File

In this procedure, you work with the downloaded Chrome extension CRX file for Smart

View.

1. Download the Smart View extension CRX file from the following location to a

temporary location on your computer (such as the Downloads folder):

Link to Smart View Chrome Extension CRX File

Note:

Typically, this step is performed by someone with access to the Chrome

Web Store.

The following steps can be automated by an administrator or can be

performed by users if they have access to the CRX file and can enable

Developer mode on their Chrome or Edge browser.

2. Perform the procedure for Chrome or Edge, as you require:

Chrome:

a. Launch the Chrome browser, click the Chrome menu icon, , then select

More tools, and then select Extensions.

b. Ensure that the Developer mode check box in the upper right corner is

enabled.

c. Use drag-and-drop to drag the CRX file from the temporary location you used

in step 1, and drop it into the Extensions window to install.

Chapter 2

Installing Browser Add-ons

2-12

d. To verify the install, relaunch the Chrome browser and, in the address bar, enter:

chrome://extensions

The Oracle Smart View for Office extension is listed in the Extensions page.

Edge:

a. Launch the Edge browser, click the Settings and more menu icon, , and then

select Extensions.

b. Ensure that the Developer mode check box in the lower left corner is enabled.

c. Use drag-and-drop to drag the CRX file from the temporary location you used in step

1, and drop it into the Extensions window to install.

d. To verify the install, relaunch the Edge browser and, in the address bar, enter:

edge://extensions

The Oracle Smart View for Office extension is listed in the Extensions page.

3. Optional: In your Chrome or Edge browser, disable the Developer mode check box, per

your organization's requirements.

Installing by Autodeployment in EPM System

These instructions are for upgrading from Oracle Smart View for Office 11.1.2.1.x and later

only. If you are upgrading from Smart View 11.1.2.0.x or earlier, use the autodeployment

instructions provided in the documentation for the specific release.

See:

• Server Setup

• Client Installation

Server Setup

To set up the server environment for autodeployment of Oracle Smart View for Office:

1. Enable autodeployment for your data provider as follows.

• Oracle Essbase: Choose a method:

– Use Administration Services Console (if available).

a. Connect to the Provider Server, select Edit, then Properties, then Client

Deployment.

b. Choose either Force Smart View client to upgrade or Warn Smart View

client to upgrade.

c. Select the Apply Smart View client to upgrade check box, and then click

Apply.

– Update

essbase.properties

as follows:

a. Navigate to

EPM_ORACLE_INSTANCE\bin\essbase.properties

Chapter 2

Installing by Autodeployment in EPM System

2-13

b. Set either or both of these properties to true:

smartview.webservice.autodeploy.force=true

smartview.webservice.autodeploy.warn=true

• Oracle Hyperion Planning:

a. Select Administration, then Manage Properties, and then System

Properties.

b. Set these properties:

SMART_VIEW_FORCE_INSTALL=true

SMART_VIEW_DISPLAY_WARNING=true

• Oracle Hyperion Financial Management: Autodeployment is enabled by

default starting in Financial Management 11.1.2.4. To configure Financial

Management to turn off messages about upgrading Smart View, complete the

procedure in Oracle Support Document 1993603.1 on My Oracle Support:

https://support.oracle.com/knowledge/

Enterprise%20Performance%20Management%20and%20Business%20Intellig

ence/1993603_1.html

• Oracle Hyperion Reporting and Analysis: Autodeployment is automatic.

2. Make backup copies of your current

SmartView.exe

and

version.xml

before

deploying the replacement files.

3. Download the Smart View zip file from either Oracle Technical Resources (OTR)

or My Oracle Support (MOS), as described in Installing from My Oracle Support or

Oracle Technical Resources.

4. Unzip the downloaded file to a temporary location.

5. Copy

SmartView.exe

and

version.xml

to the location of the Oracle Hyperion

Enterprise Performance Management Workspace installation, typically:

C:\Oracle\Middleware\EPMSystem11R1\common\epmstatic\wspace\SmartView

This is the epmstatic location specific to Smart View.

6. Depending on which version of Smart View your users are upgrading from,

perform either Option A OR Option B.

• Option A (Upgrading from 11.1.2.1. x , 11.1.2.2. x , or 11.1.2.3. x )

If your users are upgrading from an installed Smart View version of 11.1.2.1.x,

11.1.2.2.x, or 11.1.2.3.x, open the

version.xml

file in the epmstatic location

specific to Smart View (see step 5), and edit the value in the

installFile

tag

to point to the location of the Smart View executable file (step 5) as follows:

/epmstatic/wspace/SmartView/SmartView.exe

</installFile>

• Option B (Upgrading from 11.1.2.5.000 or Later)

Chapter 2

Installing by Autodeployment in EPM System

2-14

If your users are upgrading from an installed Smart View version 11.1.2.5.000 or

later, choose only one of the following options and perform the tasks described:

– OTR Option

Do not modify the

version.xml

file in the epmstatic location specific to Smart

View (step 5).

Your users will automatically be directed to the Smart View page on OTR, where

they can download the installation zip file to their own machines, unzip the

contents, and run the installer.

– "epmstatic" Option

Open the

version.xml

file in the epmstatic location specific to Smart View (see

step 5) and edit the value in the

installFile

tag to point to the location of the

Smart View executable file (step 5) as follows:

/epmstatic/wspace/SmartView/SmartView.exe

</installFile>

– Web App Server Option

Post the

SmartView.exe

file to a web app server in your environment, and then

modify the

version.xml

file to point to the fully-qualified URL.

a. Copy only the

SmartView.exe

to the web app server where you will be

hosting the file.

b. Open the

version.xml

file in the epmstatic location specific to Smart View

(see step 5), and edit the value in the

installFile

tag to point to the fully-

qualified URL where you are hosting the Smart View executable file (see

step a); for example:

http://webServerHost:webServerPort/pathToSmartViewExe/

SmartView.exe

</installFile>

Your Smart View users can now proceed with Client Installation.

Client Installation

In the previous section, Server Setup, if you chose the OTR Option in Option B, then your

users will be directed to Oracle Technical Resources (OTR) for the Oracle Smart View for

Office download. In that case, your users should follow the instructions for OTR download

and installation in Installing from My Oracle Support or Oracle Technical Resources.

If you did not choose the epmstatic Option or Web App Server Option in Option B, then

complete the following procedure.

To install the Smart View client:

1. In Smart View, select Panel.

2. Connect to a data source in one of the following ways:

• Through a shared connection

Chapter 2

Installing by Autodeployment in EPM System

2-15

• Through a private connection with the following URL:

– Oracle Essbase:

http://<server>:19000/aps/SmartView

– Oracle Hyperion Planning:

http://<server>:19000/HyperionPlanning/

SmartView

– Oracle Hyperion Financial Management:

http://<server>:19000/

hfmofficeprovider/hfmofficeprovider.aspx

– Oracle Hyperion Reporting and Analysis:

http://<server>:19000/

raframework/browse/listxml

Note:

If you are using Reporting and Analysis release 11.1.2.1.000 or

earlier, Smart View autodeployment will not work (10233672,

12870087).

3. When the message "New Smart View client version available" is displayed, select

Click here to Install.

4. In the browser that launches, in File Download, select Run.

5. If a Microsoft Excel security warning is displayed, select Run.

6. When prompted, confirm the upgrade; click Yes.

7. The installation wizard is displayed; click OK.

The installer is automatically displayed in the language set in the Format field of

the Windows Region and Language dialog box in the Control Panel.

8. If prompted, close all open Microsoft Office applications, and then click OK.

9. In the installation wizard, click OK and follow the prompts to install Smart View.

Note:

Oracle recommends installing in the default location or in a location that

does not contain any spaces in the installation path. For example, Oracle

advises that you do not install in

C:\Program Files

C:\Program

Files (x86)

10. When installation is complete, click OK.

The Smart View ribbon is displayed the next time you open Microsoft Excel,

PowerPoint, or Word.

11. Open Excel.

12. On the Smart View ribbon, select the arrow next to Help, and then select About.

13. Verify the new version of Smart View.

Chapter 2

Installing by Autodeployment in EPM System

2-16

Installing from EPM Workspace

To install Oracle Smart View for Office from Oracle Hyperion Enterprise Performance

Management Workspace:

1. Before you begin:

• The Smart View installer is located on Oracle Technology Resources (OTR). You

must be able to access the internet and download files in order to continue with this

installation.

• If you are upgrading to this release from an earlier Smart View release, Oracle

recommends that you first uninstall the earlier release before installing this release.

See Uninstalling Smart View.

• Ensure that Microsoft .NET Framework 4.5 or higher is installed on the computer

where you are installing Smart View.

Microsoft .NET Framework 4.5 or higher is required to install and use Smart View.

• Review the information in Installation Guidelines.

2. Close all Microsoft Office applications, including Outlook.

3. In EPM Workspace, select Tools, then Install, and then Smart View.

This takes you to the Oracle Smart View for Office software download page on Oracle

Technical Resources (OTR) here:

https://www.oracle.com/middleware/technologies/epm-smart-view-downloads.html

4. On OTR, click the Download Now link to begin the download process.

5. In the Smart View download prompt, click Oracle License Agreement and review to

ensure that your usage is compliant.

6. After reviewing the Oracle License Agreement, return to the Smart View software

download page and click the Download svc<version>.zip button to begin the download.

7. Using your browser's download procedures, save the file, and then unzip it to a

temporary location.

8. To start the installation wizard, in the temporary location from the previous step, right-click

SmartView.exe

and select Run as administrator.

You may also double-click

SmartView.exe

to start the installation wizard; however, some

configurations may require Run as administrator. Therefore, Oracle recommends using

the Run as administrator command to ensure that all functionality is properly enabled

and all required Windows Registry entries are set. See Installation and Windows Access

Control Settings for more information.

9. Select a destination folder for Smart View, and then click OK.

For new installations, Smart View is installed by default in:

C:\Oracle\SmartView

If you are upgrading an existing installation of Smart View, the installer defaults to the

folder where Smart View was previously installed.

Chapter 2

Installing from EPM Workspace

2-17

Note:

Oracle recommends installing in the default location or in a location that

does not contain any spaces in the installation path. For example, Oracle

advises that you do not install in

C:\Program Files

C:\Program

Files (x86)

10. When installation is complete, click OK.

The Smart View ribbon is displayed the next time you open Microsoft Excel,

PowerPoint, or Word.

Note:

Starting with Smart View 11.1.2.5.510, the Oracle BI EE per-user

extension installer is included with the Smart View client installation. If

the extension is not already installed and it is not disabled, then it is

installed the first time you start Office.

11. If you plan to use drill-through reports or web launch, a browser add-on is required

for all supported browsers (Microsoft Edge, Mozilla Firefox, and Google Chrome).

See Installing Browser Add-ons for more information.

Installing from Oracle BI EE

Related Topics

• Configuring the BI Home Page

• Installing from the BI Home Page

Configuring the BI Home Page

Note:

Configuring a custom download link for the Smart View installer applies to

Oracle Business Intelligence Enterprise Edition 11.1.1.7.1 and later versions,

and might not be available in earlier versions.

Starting in Oracle BI EE release 11.1.1.9, the Smart View for MS Office link on the

Download BI Desktop Tools drop-down list points to the Oracle Smart View for Office

download on Oracle Technology Resources (OTR).

If you do not want to direct your users to OTR, you can configure the Smart View for

MS Office link to point to a custom download link for the Smart View installer. You can

then ensure that the correct version of Smart View for your environment is always

available to your users. Do this by adding the

SmartViewInstallerURL

element to

instanceconfig.xml

Chapter 2

Installing from Oracle BI EE

2-18

You can configure the download link point to a location where the

smartview.exe

resides; for

example:

• An external URL

• An internal URL, such as internal web page or intranet location where the installation can

start immediately

• A folder on a local server where the installation can start immediately

To configure a custom download link for the Smart View installer:

1. Open the

instanceconfig.xml

file for editing

Refer to "Where Are Configuration Files Located?" in the Oracle Fusion Middleware

System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

2. Locate the

CatalogPath

and

<DSN>AnalyticsWeb</DSN>

sections and add the

SmartViewInstallerURL

element after those sections.

3. Use the syntax in the following examples to add the

SmartViewInstallerURL

element.

Example for download from Oracle Technology Resources:

<CatalogPath>/example/path/work/abc/instances/instance1/bifoundation/

OracleBIPresentationServicesComponent/coreapplication_obips1/catalog/

SampleApp</CatalogPath>

<DSN>AnalyticsWeb</DSN>

<SmartViewInstallerURL>http://www.oracle.com/technetwork/middleware/epm/

downloads/smart-view-1112x-1939038.html</SmartViewInstallerURL>

Example for download from an intranet site:

<CatalogPath>/example/path/work/abc/instances/instance1/bifoundation/

OracleBIPresentationServicesComponent/coreapplication_obips1/catalog/

SampleApp</CatalogPath>

<DSN>AnalyticsWeb</DSN> <SmartViewInstallerURL>http://myserver:8080/

downloads/smartview.exe</SmartViewInstallerURL>

Example for download from an internal server:

<CatalogPath>/example/path/work/abc/instances/instance1/bifoundation/

OracleBIPresentationServicesComponent/coreapplication_obips1/catalog/

SampleApp</CatalogPath>

<DSN>AnalyticsWeb</DSN> <SmartViewInstallerURL>\

\myserver\downloads\smartview.exe</SmartViewInstallerURL>

4. Save your changes and close the file.

5. Restart the Oracle BI EE instance.

Installing from the BI Home Page

To install Oracle Smart View for Office from Oracle Business Intelligence Home:

1. In the BI Home page, click the arrow next to Download BI Desktop Tools, and then

select Smart View for MS Office.

Chapter 2

Installing from Oracle BI EE

2-19

If you are directed to the Smart View download page on Oracle Technology

Resources, then follow the procedure in Installing from My Oracle Support or

Oracle Technical Resources. Otherwise, proceed with step 2.

2. Choose an option:

• Click Run to run the installer directly.

If the User Account Control dialog box is displayed, click Yes, and then

continue to step 3.

• Click Save to save the Smart View installer file to a directory to which you

have access and from which you can run executable files.

Open the folder where you saved the Smart View executable and double-click

it to run it. Then continue to step 3.

3. Select the language to use for the installation wizard.

4. Click Next.

5. Follow the prompts in the wizard.

6. When installation is complete, click Finish.

The Smart View ribbon is displayed the next time you open Microsoft Excel,

PowerPoint, or Word.

Note:

Starting with Smart View 11.1.2.5.510, the Oracle BI EE per-user

extension installer is included with the Smart View client installation.

The extension is installed the first time you start Office if the Oracle BI

EE extension is not already installed and it is not disabled.

Running Command Line or Silent Installations

Oracle Smart View for Office can be installed from the command line.

Additionally, administrators can enable silent installations—installations that do not

require settings to be specified each time—for Smart View and Smart View extensions.

The silent installation command can be included in scripts to automate installation.

Related Topics

• About Extension Installations and Updates

• Configuring Manual Extension Updates

• Configuring Auto-Update Extensions

• Administering Extensions When Using Mozilla Firefox

About Extension Installations and Updates

The extension installation and update process described in this chapter enables Oracle

Smart View for Office end users to install, update, or uninstall extensions based on

parameters set by the Smart View administrator in the manifest file,

UpdateList.xml

Auto-Update versus Manual Update

In releases earlier than Smart View 11.1.2.5.400, extensions were updated using the Auto-

Update process. To update extensions with Auto-Update, Smart View end users could go to

the Extensions tab of the Options dialog box and click the Check for updates link or select

the Check for updates when Microsoft Office starts check box to initiate extension

updates. For all extensions, if any updates were available, they were retrieved and

installations were automatically initiated.

In release 11.1.2.5.400 and later, you can customize the extension update process so that

Smart View end users can control when they install, update, and remove extensions. The

Smart View administrator configures attributes in the

UpdateList.xml

manifest file to control

the options available to the users. If the administrator does not configure these attributes in

UpdateList.xml

, extensions will continue to be updated using the existing Auto-Update

process.

Types of Extensions

There are two types of extensions that can be installed on a Smart View client machine:

• Provider extensions. Extensions that are dependent on, or integrated with, Oracle

components are provider extensions. Examples are the Disclosure Management and

Oracle Hyperion Financial Reporting extensions. Provider extensions can be configured

as required extensions.

• Per-user extensions. Extensions that are installed in the user’s application data folder.

These extensions may or may not be dependent on Oracle components. Additionally,

per-user extensions can also be configured as required extensions.

The Smart View administrator configures the

UpdateList.xml

file to specify the list of

provider and per-user extensions available to end users along with options for installing,

updating, and removing them. Additionally, per-user extensions can also be configured to

3-1

display an indicator for required extensions and does not force the installation. The

Smart View end user then accesses the Options dialog box and installs, updates, or

uninstalls the extensions that are available to him or her in the Extensions tab.

To configure provider and per-user extension installation, uninstallation, and updating,

complete the procedure in Configuring Manual Extension Updates.

If you do not want to make changes to the extension update process, you may refer to

Configuring Auto-Update Extensions for information on the structure of the XML and

examples, but you do not need to take any further action.

For instructions on installing, updating, and removing extensions in Smart View, end

users can refer to the procedure topics in "Extensions" in the "Smart View Options"

chapter in the Oracle Smart View for Office User's Guide .

About the Oracle Journals for Financial Management Extension

The Oracle Journals extension is unique among Smart View extensions in that the

extension installer file is included in the

extensions

folder of the Smart View

installation. End users can install the Oracle Journals extension directly from the

extensions

folder of their Smart View installation.

Or, as administrator, you can control how your Smart View end users install the Oracle

Journals extension, automatically or manually, via the Extensions page of the Smart

View Options dialog box.

If you choose to set up automatic or manual installations of the Oracle Journals

extension, you should install Smart View in a test environment first, then refer to the

UpdateList.xml

file, found in the

extensions

folder of your Smart View installation.

Use the entry in this file as a guideline for the Oracle Journals entry you will add to the

UpdateList.xml

file, as described in Configuring Manual Extension Updates.

Configuring Manual Extension Updates

Auto-Update extensions in the

UpdateList.xml

manifest file can be configured so that

the Oracle Smart View for Office end user can see the available extensions, including

per-user extensions, and install them from the Extensions tab of the Options dialog

box.

You can add two attributes,

visible

and

allowUninstall

, to the

UpdateList.xml

manifest file to change the behavior of the extensions from auto-update to manual

update so that the extensions are displayed in the Options dialog box:

•

visible

—A value of "1" indicates that the extension will appear in the

Extensions tab of the Smart View Options dialog and will NOT be part of the

Auto-Update process.

If the

visible

attribute is missing or the value is not "1", the extension is included

in the Auto-Update process.

•

allowUninstall

—A value of "1" indicates that the user can initiate an uninstall

through the Extensions tab of the Options dialog box using the Remove link.

If the

allowUninstall

attribute is missing or the value is not "1", the user may not

initiate an uninstall in the Extensions interface (the Remove link will not be there).

This procedure is optional. If you choose not to add the attributes to

UpdateList.xml

extensions will continue to be updated as they were in releases earlier than

Chapter 3

Configuring Manual Extension Updates

3-2

11.1.2.5.400. In pre-11.1.2.5.400 releases, users click the Check for updates link or select

the Check for updates when Microsoft Office starts check box to initiate extension

updates.

See Manual Update XML Defined and Manual Update XML Example for reference.

To add attributes to the

UpdateList.xml

manifest file for extensions:

1. Open the

UpdateList.xml

file for editing.

The manifest file is found in two locations:

•

epmstatic

http://server:port/epmstatic/smartview/Client/UpdateList.xml

• The location pointed to by the

tag in

C:\Oracle\SmartView\cfg\properties.xml

To populate the

tag, you can either perform a command line

installation, as described in Running Command Line or Silent Installations, or

manually update the tag in the

properties.xml

file.

Note:

properties.xml

, if multiple URLs exist for an extension installer, Smart

View checks all locations and installs from the location containing the latest

version.

If multiple URLs exist for the same version of an extension installer, Smart

View installs from the first URL in the list.

2. Optional: To display an extension in the Extensions tab of the Options dialog box, and

exclude the extension from the Auto-Update process, add the

visible="1"

attribute to

the XML for the extension; for example:

version="11.1.2.3.500.021"

extension id="Some.Unique.Id.That.Matches.Extension.Descriptor.Id"

location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi"

visible="1"

allowUninstall="1">Oracle Disclosure Management

</extension>

Figure 1 shows an example of an extension displayed in the Extensions tab.

Figure 3-1 Extension as Displayed in the Extensions Tab

Chapter 3

Configuring Manual Extension Updates

3-3

3. Optional: To display the Remove button, , for an extension, add the

allowUninstall="1"

attribute to the XML for the extension; for example:

version="11.1.2.3.500.021"

extension id="A.Unique.Id.That.Matches.Extension.Descriptor.Id"

location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi"

visible="1"

allowUninstall="1">Oracle Disclosure Management

</extension>

Figure 2 shows an example of an extension displayed in the Extensions tab.

Figure 3-2 Extension as Displayed in the Extensions Tab

4. For each provider and per-user extension, repeat step 2 and step 3 according to

your requirements.

5. Optional: To remove a single extension from the list of extensions available for

Auto-Update in the

UpdateList.xml

file, use the alternative method of commenting

out the extension with the

<!--

and

-->

characters; for example:

<!--

location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi"

version="11.1.2.4.078" id="nnnnnnnn-nnnn-nnnn-nnnn-nnnnnnnnnnnn">

Oracle Disclosure Management

</extension>

-->

You can also comment out the entire list of extensions if your goal is to exclude all

extensions from the manual update process.

Manual Update XML Defined

• <update>

The root node. This is a tag.

• <extension>

Parent node for <extension> attributes. This is a tag.

Attributes of <extension> are:

– id

The extension identifier. The identifier must match the

SVExtensionDescriptor.GUID defined in the extension. It does not need to be

Chapter 3

Configuring Manual Extension Updates

3-4

a GUID, it only needs to be unique. This name will appear in the Windows Registry.

For this reason, Oracle recommends using readable identifiers; for example,

Oracle.Disclosure.Management.

– format

A value of "1" indicates that the entry for the extension uses the manual update XML

format introduced in Oracle Smart View for Office 11.1.2.5.400. This XML format

supports more user interface features than the standard Auto-Update format.

– version

The version number of the extension. The version number must match exactly with

the extension descriptor version in the extension assembly.

– svVersion

The Smart View version that the extension works with.

– visible

Set this value to "1" to display the extension in the Extensions tab of the Options

dialog box. When this is set to "1", the extension will NOT be part of the Auto-Update

process.

– manualUpdate

Set this value to "1" if the user needs to close Excel for installation update. The

update installer file will be downloaded and a message will be displayed indicating

the required restart of Office. Also, the download folder will be opened.

– manualInstall

Set this value to "1" if the user needs to close Excel for installation. The installer file

will be downloaded and a message will be displayed indicating the required restart of

Office. The download folder will be opened.

– allowUninstall

Set this value to "1" to display the Remove button in the Extensions tab of the

Options dialog box.

– type

The type of extension. Valid values are:

* 0 = optional extension

* 1 = provider extension

* 2 = Smart View client

– required

Set to display a "Required" or "Recommended" icon for the extension. No action is

done other than the visible icon.

• <name>

The name of the extension. This is a tag.

• <desc>

The extension description. This is a tag.

Uses the "default" attribute. The default description for the extension will be the

description displayed in the Extensions tab.

• owner

Chapter 3

Configuring Manual Extension Updates

3-5

The creator or owner of the extension; for example, Oracle.

• location

The location and file name of the extension installer file. This can be

msi

svext

;

exe

is not supported.

• <uninstallMsg>

Optional. For uninstalls, displays a custom message to the user.

Uses the "default" attribute. The default description for the uninstallMsg will be the

custom message displayed during uninstall.

• <options>

Optional. For

msi

installations only. All options for the Microsoft Windows Installer

Tool,

Msiexec.exe

, are supported.

Manual Update XML Example

<extension id="Oracle.SmartView.ExtensionSamples.PowerPack.AdjustData"

format="1"

version="1.1.3.0"

svVersion="11.1.2.2.310"

visible="1" allowUninstall="1"

manualUpdate="0"

manualInstall="0"

type="0"

required="1">

<name>Adjust Data</name>

<owner>Oracle</owner>

<location>file://server_name/shared/ExtensionInstallers/

AdjustDataInstaller.svext

</location>

<uninstallMsg default="This will remove the extension and all its

components"

</uninstallMsg>

</extension>

</update>

Configuring Auto-Update Extensions

You can add the

visible

and

allowUninstall

attributes to the

UpdateList.xml

manifest file to change the behavior of the extensions that are part of the Auto-Update

process.

If you do not add the attributes to

UpdateList.xml

, extensions will continue to be

updated using the existing Auto-Update process.

To add the

visible

and

allowUninstall

attributes to the Auto-Update extensions,

complete the procedure in Configuring Manual Extension Updates.

See Auto-Update XML Defined and Auto-Update XML Example for reference.

Chapter 3

Configuring Auto-Update Extensions

3-6

You can also remove an single extension from the list of extensions available for Auto-Update

in the

UpdateList.xml

file by commenting out the extension using the

<!--

and

-->

characters. For example:

<!--

location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi"

version="11.1.2.4.078" id="nnnnnnnn-nnnn-nnnn-nnnn-nnnnnnnnnnnn"> Oracle

Disclosure Management

</extension>

-->

If you comment out the entire list of extensions, then all extensions are excluded from the

manual update process.

Auto-Update XML Defined

• <update>

The root node. This is a tag.

• <extension>

Text that contains the extension name. This is a tag. The extension name appears in the

Extensions tab of the Options dialog box. Examples of extension names are Oracle

Predictive Planning Extension, Disclosure Management, or Adjust Data.

Attributes of <extension> are:

– id

The extension identifier. The identifier must match the SVExtensionDescriptor.GUID

defined in the extension. It does not need to be a GUID, it only needs to be unique.

This name will appear in the Windows Registry. For this reason, Oracle recommends

using readable identifiers; for example, Oracle.Disclosure.Management.

– version

The version number of the extension.

– location

The location and file name of the extension installer file. This can be

msi

svext

;

exe

is not supported.

– operation

Optional. For Auto-Updates, set this value to "delete" to have the uninstall

automatically begin when the user opens Office.

Note:

The first time a user opens Office, if Oracle Smart View for Office

determines that the extension needs to be uninstalled, the subsequent

opening of Office initiates the uninstall process.

– options

Chapter 3

Configuring Auto-Update Extensions

3-7

Optional. For

msi

installations only. All options for the Microsoft Windows

Installer Tool, Msiexec.exe, are supported.

– visible

Set this value to "1" to display the extension in the Extensions tab of the

Options dialog box. When this is set to "1", the extension will NOT be part of

the Auto-Update process.

– allowUninstall

Set this value to "1" to display the Remove button in the Extensions tab of

the Options dialog box.

Auto-Update XML Example

<extension id="A.Unique.Id.That.Matches.Extension.Descriptor.Id"

version="11.1.2.3.500.021"

location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi"

visible="1"

allowUninstall="1">Disclosure Management

</extension>

<extension id="Another.Unique.Id"

version="11.1.2.3.300"

location="/epmstatic/SomeSetup.msi"

operation="delete">Crystal Ball EPM

</extension>

<extension id="And.Another.Unique.Id"

version="11.1.2.3.300"

location="/epmstatic/SomeSetup.msi"

options="/promptrestart">Oracle Predictive Planning"

</extension>

</update>

Administering Extensions When Using Mozilla Firefox

When using Mozilla Firefox, keep in mind the following:

• Firefox prevents executable files from being copied and installed from the Internet.

This results in a failure while attempting to install an

.SVEXT

extension package

with Firefox by selecting the Open with option. As a result, when prompted to

save or run the file, select the Save option, and then double-click the downloaded

file to install the extension .

• When using Firefox as your web browser to launch Oracle Smart View for Office,

and Firefox opens a browser tab in with an unresolved URL of

oraclesv:\\

enable the extension for Smart View from the Extensions tab of Firefox Add-ons

Manager and restart Firefox.

Chapter 3

Administering Extensions When Using Mozilla Firefox

3-8

Accessing Shared Connections from an XML

File

Related Topics

• About Accessing Shared Connections from an XML File

• Setting Up the Shared Connections XML File

• Connection File Syntax and Example

About Accessing Shared Connections from an XML File

You can use private connection information stored in an XML file to connect to supported

Oracle Smart View for Office providers, both cloud and on-premises, using a shared

connection. You can add entries for:

• Oracle Enterprise Performance Management Cloud data sources, including Planning,

Planning Modules, Financial Consolidation and Close, Tax Reporting, and Narrative

Reporting

• Oracle Enterprise Performance Management System data sources, including Oracle

Hyperion Provider Services (Oracle Essbase), Oracle Hyperion Planning, Oracle

Hyperion Financial Management, Oracle Hyperion Reporting and Analysis, Oracle

Hyperion Strategic Finance

• Oracle Essbase

• Oracle Business Intelligence Enterprise Edition and Oracle Analytics Cloud

The XML file can exist either locally on each individual Smart View client machine or on a

web server. Smart View end users point to this XML file in the Shared Connections URL

field of the Options dialog box, and then access the available providers as they would any

other shared connection to which they have access.

To connect to an Oracle BI EE or Oracle Analytics Cloud provider from the Shared

Connections Panel in Smart View, you must follow the procedures in this topic. However, you

may also connect to Oracle BI EE or Oracle Analytics Cloud data sources from the Private

Connections Panel using the procedures in Creating Private Connections in the Oracle Smart

View for Office User's Guide .

Note:

Only ASCII characters are supported in the XML file. Do not use non-ASCII

characters in any of the entries you make in this file.

4-1

Caution:

The procedures in this chapter should be completed by the Smart View

administrator.

Setting Up the Shared Connections XML File

Setting up the shared connections XML file involves preparing the XML file distributing

it to your users.

To set up shared connections in an XML file:

1. Create an empty XML file using any text editor and save it on your Oracle Smart

View for Office client machine.

Give the file a meaningful name, such as

SmartViewProviders.xml

, and ensure

that it has the

.xml

extension.

Note:

Only ASCII characters are supported in the XML file. Do not use non-

ASCII characters in any of the entries you make in this file.

2. Add the following line to the beginning of the file:

<?xml version="1.0" encoding="UTF-8"?>

3. Next, add the opening res_GetProvisionedDataSources tag:

<res_GetProvisionedDataSources>

4. Add entries for the applicable providers.

The XML can contain entries for supported Oracle Enterprise Performance

Management Cloud and Oracle Analytics Cloud data sources, and supported

Oracle Enterprise Performance Management System and Oracle Business

Intelligence Enterprise Edition data sources.

Note:

Entries for each connection use the private connection format.

When you create your entries, copy the syntax exactly and make ONLY these

substitutions:

• In the

Product

tag,

name

attribute:

name

—An internal identifier for the provider. This will not display to users.

• In the

Product

tag,

displayVersion

attribute:

Chapter 4

Setting Up the Shared Connections XML File

4-2

version

—The version number of the specified provider. This will not display to

users.

• In the

Server

tag,

name

attribute:

name

—The application name the user will see in the Shared Connection drop-down

list.

Note:

This property does not apply to Essbase. The name that appears in the

drop-down list will always be Oracle

Essbase.

• In the

Server

tag,

context

attribute:

serviceURL

—The URL for a cloud data source connection.

webServerHost

—The web server host machine name for an on-premises data

source connection.

webServerPort

—The web server port number for an on-premises data source

connection. Use the default port number that is already noted in the syntax for each

provider. Or, if you have configured your system using non-default port numbers,

provide them.

The syntax for each provider type is below.

Planning in EPM Cloud

<Server name="Planning" context="https://serviceURL/HyperionPlanning/

SmartView"></Server>

</Product>

Planning Modules in EPM Cloud

<Server name="Planning Modules" context="https://serviceURL/

HyperionPlanning/SmartView"></Server>

</Product>

FreeForm in EPM Cloud

<Server name="FreeForm" context="https://serviceURL/HyperionPlanning/

SmartView"></Server>

</Product>

Financial Consolidation and Close in EPM Cloud

<Server name="Financial Consolidation and Close" context="https://

serviceURL/HyperionPlanning/SmartView"></Server>

</Product>

Chapter 4

Setting Up the Shared Connections XML File

4-3

Tax Reporting in EPM Cloud

<Server name="Tax Reporting" context="https://serviceURL/

HyperionPlanning/SmartView"></Server>

</Product>

Enterprise Profitability and Cost Management in EPM Cloud

<Server name="Enterprise PCM" context="https://serviceURL/

HyperionPlanning/SmartView"></Server>

</Product>

Narrative Reporting in EPM Cloud

<Server name="Narrative Reporting" context="https://serviceURL/epm/

SmartView"> </Server>

</Product>

Reporting Settings in EPM Cloud)

<Server name="Reporting Settings" context="https://serviceURL/hr/

modules/com/hyperion/reporting/web/repository/HRRepositoryXML.jsp

Oracle Analytics Cloud

<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-

AFC5-44FEA770C693" name="name" displayVersion="version">

<Server name="Oracle Analytics Cloud" context="OBI:https://

serviceURL/analytics/jbips"></Server>

</Product>

Oracle Essbase or other cloud version of Essbase

<Server name="Oracle

Essbase" context="https://serviceURL/essbase/

smartview"></Server>

</Product>

Oracle Hyperion Provider Services (for on-premises Oracle Essbase)

<Server name="Oracle

Essbase" context="http(s)://

webServerHost:webServerPort/aps/SmartView"></Server>

</Product>

Chapter 4

Setting Up the Shared Connections XML File

4-4

Oracle Hyperion Planning

<Server name="Oracle Hyperion Planning, Fusion Edition"

context="http(s)://webServerHost:webServerPort/HyperionPlanning/

SmartView"></Server>

</Product>

Oracle Hyperion Financial Management

<Server name="Oracle Hyperion Financial Management, Fusion Edition"

context="http(s)://webServerHost:webServerPort/hfmadf/../

hfmofficeprovider/HFMOfficeProvider.aspx"></Server>

</Product>

Oracle Hyperion Reporting and Analysis Framework, Reporting Settings (for on-premises

Release 11.1.2.4.9xx and later)

<Server name="Reporting and Analysis Framework" context="http(s)://

webServerHost:webServerPort/hr/modules/com/hyperion/reporting/web/

repository/HRRepositoryXML.jsp

Oracle Hyperion Reporting and Analysis (for on-premises Release 11.1.2.4.7xx and

earlier)

<Server name="Reporting and Analysis Framework" context="http(s)://

webServerHost:webServerPort/raframework/browse/listXML"></Server>

</Product>

Oracle Hyperion Strategic Finance

<Product providerType="ExtensionProvider" id="HSF" name="name"

displayVersion="version">

<Server name="Oracle Hyperion Strategic Planning, Fusion Edition"

context="http(s)://webServerHost:webServerPort/StrategicPlanning/

SmartView"></Server>

</Product>

Oracle BI EE

<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-

AFC5-44FEA770C693" name="name" displayVersion="version">

<Server name="Oracle BI, Fusion Edition" context="OBI:http(s)://

webServerHost:webServerPort/analytics/jbips"></Server>

</Product>

5. Optional: If you are planning to access help locally or from an internal URL, add an entry

for locating the help:

Chapter 4

Setting Up the Shared Connections XML File

4-5

• Help installed on a local drive:

<helpurlcontext>file:///parent_language_folder_path/</

helpurlcontext>

For example:

<helpurlcontext>file:///C:/Oracle/SmartView/smartview_help/</

helpurlcontext>

• Help installed on a web server:

<helpurlcontext>http://webServerHost:webServerPort/

pathToHelpFiles/smartview_help/</helpurlcontext>

For example:

<helpurlcontext>http://abcxyzco.com:12345/user_documentation/

smartview_help/</helpurlcontext>

Notes:

• Perform this step ONLY if you are planning to access shared connections from

an XML file AND are required to access help either from a local drive or a web

server within your organization. See Installing and Configuring Help Locally or

on a Web Server for instructions on setting up help.

• If you use the

tag, the help location you specify overrides

the default or modified location specified in the

tag in the

properties.xml

file, as described in Optional Local Help Configuration via the

Shared Connections XML File.

6. Optional: Add an entry for the User Productivity Kit (UPK):

<UPK>http://link to User Productivity Kit</UPK>

For example:

<UPK>http://download.abcxyzco.com/ocomdocs/PlayerPackage/data/

toc.html</UPK>

7. Add the closing

res_GetProvisionedDataSources

tag to complete the file, then

save it.

</res_GetProvisionedDataSources>

See Connection File Syntax and Example for the full syntax and an example of

how this file should be set up.

8. Test the file:

a. Perform an action:

• If you plan to have users copy the XML file to their local drive, ensure that

the file is copied to a local drive on your Smart View client machine.

Chapter 4

Setting Up the Shared Connections XML File

4-6

For example, the file may be copied to the

SmartView\bin

directory.

• Alternatively, if you plan to copy the file to a web server, ensure that the file is

accessible to your users from a fully-qualified URL that includes the XML file

name and the

.xml

extension.

b. Start Smart View and in the Options dialog box, edit the Shared Connections URL

to add the full path to the file or a URL, ensuring that the

.xml

file name extension is

included.

Note:

This feature will not work if the

.xml

file name extension in not included at

the end of the local drive path or URL.

• Local drive example:

C:/Oracle/SmartView/bin/SmartViewProviders.xml

Ensure that you use forward slashes (

) as separators in the file path.

The directory path and file should now be available in the list of shared

connections.

• Web server URL syntax:

http://webServerHost:webServerPort/pathToFile/filename.xml

Web server URL example:

http://<webServerHost>:<webServerPort>/SmartViewDataSources/

SmartViewProviders.xml

The URL should now be available in the list of shared connections.

c. Connect to the file using the Shared Connections option in the Smart View Panel,

as described in "Connecting to Data Sources" in the Oracle Smart View for Office

User's Guide .

If you do not see provider entries listed in the Shared Connections drop-down list,

then the XML file may contain incorrect syntax or invalid characters.

Tip:

Verify the XML by opening the file in a browser; for example, in Microsoft

Edge. The browser will specify the invalid syntax. Correct any errors in the

XML file editor, save, and refresh the browser display.

9. When the XML file is correct and complete, perform one of the following procedures:

• If you plan to have users copy the XML file to their local drive, distribute the file to

your Smart View users with these instructions:

Chapter 4

Setting Up the Shared Connections XML File

4-7

a. Do not modify this file in any way.

b. Copy the file to a local drive on your Smart View client machine.

For example, the file may be copied to the

SmartView\bin

folder.

c. Start Smart View and in the Options dialog box, edit the Shared

Connections URL with the full path to the file on the local drive, including

the file name and

.xml

extension; for example:

C:/Oracle/SmartView/bin/SmartViewProviders.xml

Ensure that you use forward slashes (

) as separators in the file path.

The directory path and file is now available in the list of shared

connections.

d. Test by connecting to the file using the Shared Connections option in the

Smart View Panel, as described in "Connecting to Data Sources" in the

Oracle Smart View for Office User's Guide .

If you have problems connecting, contact your Smart View administrator.

• If you plan to copy the XML file to a web server, notify your Smart View users

with these instructions:

a. Start Smart View and in the Options dialog box, edit the Shared

Connections URL with the URL provided, including the file name

and

.xml

extension; for example:

http://abcxyzcowebserver:1234/SmartViewDataSources/

SmartViewProviders.xml

b. Test by connecting to this URL using the Shared Connections option in the

Smart View Panel, as described in "Connecting to Data Sources" in the

Oracle Smart View for Office User's Guide .

If you have problems connecting, contact your Smart View administrator.

c. Complete the procedure in Clearing Smart View Cookies.

Connection File Syntax and Example

Related Topics

• Connection File Syntax

• Connection File Example

Connection File Syntax

Below is the file syntax in its entirety:

<?xml version="1.0" encoding="UTF-8"?>

<res_GetProvisionedDataSources>

<Server name="Oracle Hyperion Provider Services" context="http://

webServerHost:webServerPort/aps/SmartView"></Server>

Chapter 4

Connection File Syntax and Example

4-8

</Product>

<Server name="Oracle Hyperion Planning, Fusion Edition" context="http://

webServerHost:webServerPort/HyperionPlanning/SmartView"></Server>

</Product>

<Server name="Oracle Hyperion Financial Management, Fusion Edition"

context="http://webServerHost:webServerPort/hfmadf/../hfmofficeprovider/

HFMOfficeProvider.aspx"></Server>

</Product>

<Server name="Reporting Settings" context="http://

webServerHost:webServerPort/hr/modules/com/hyperion/reporting/web/repository/

HRRepositoryXML"></Server>

</Product>

<Server name="Reporting and Analysis Framework" context="http://

webServerHost:webServerPort/raframework/browse/listXML"></Server>

</Product>

<Server name="Reporting Settings" context="https://serviceURL/hr/modules/com/

hyperion/reporting/web/repository/HRRepositoryXML"></Server>

</Product>

<Product providerType="ExtensionProvider" id="name" name="HSF-11.1.2"

displayVersion="version">

<Server name="Oracle Hyperion Strategic Planning, Fusion Edition"

context="http(s)://webServerHost:webServerPort/StrategicPlanning/

SmartView"></Server>

</Product>

<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-

AFC5-44FEA770C693" name="name" displayVersion="version">

<Server name="Oracle BI, Fusion Edition" context="OBI:http://

webServerHost:webServerPort/analytics/jbips"></Server>

</Product>

<Server name="Planning" context="https://serviceURL/HyperionPlanning/

SmartView"></Server>

</Product>

<Server name="Planning Modules" context="https://serviceURL/HyperionPlanning/

SmartView"></Server>

</Product>

Chapter 4

Connection File Syntax and Example

4-9

<Server name="FreeForm" context="https://serviceURL/HyperionPlanning/

SmartView"></Server>

</Product>

<Server name="Financial Consolidation and Close" context="https://

serviceURL/HyperionPlanning/SmartView"></Server>

</Product>

<Server name="Tax Reporting" context="https://serviceURL/

HyperionPlanning/SmartView"></Server>

</Product>

<Server name="Enterprise PCM" context="https://serviceURL/

HyperionPlanning/SmartView"></Server>

</Product>

<Server name="Narrative Reporting" context="https://serviceURL/epm/

SmartView"></Server>

</Product>

<Server name="Tax Reporting" context="https://serviceURL/

HyperionPlanning/SmartView"></Server>

</Product>

<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-

AFC5-44FEA770C693" name="name" displayVersion="version">

<Server name="Oracle Analytics Cloud" context="OBI:https://serviceURL/

analytics/jbips"></Server>

</Product>

<Server name="Oracle Analytics Cloud - Essbase" context="https://

serviceURL/essbase/smartview"></Server>

</Product>

<helpurlcontext>a valid entry as per optional step 5</helpurlcontext>

<UPK>http://link to User Productivity Kit</UPK>

</res_GetProvisionedDataSources>

Chapter 4

Connection File Syntax and Example

4-10

Connection File Example

The following example includes an entry for each provider type and also includes an entry for

accessing help from an organization's internal web server:

<?xml version="1.0" encoding="UTF-8"?>

<res_GetProvisionedDataSources>

<Server name="Oracle Hyperion Provider Services" context="http(s)://

<webServerHost>:19000/aps/SmartView"></Server>

</Product>

<Server name="Oracle Hyperion Planning, Fusion Edition" context="http(s)://

<webServerHost>:19000/HyperionPlanning/SmartView"></Server>

</Product>

<Server name="Oracle Hyperion Financial Management, Fusion Edition"

context="http(s)://<webServerHost>:19000/hfmadf/../hfmofficeprovider/

HFMOfficeProvider.aspx"></Server>

</Product>

<Product id="RAFramework" name="RAFramework-11.1.2.4"

displayVersion="11.1.2.4.9xx">

<Server name="Reporting Settings" context="http(s)://

<webServerHost>:<<webServerPort>/hr/modules/com/hyperion/reporting/web/

repository/HRRepositoryXML"></Server>

</Product>

<Product id="RAFramework" name="RAFramework-11.1.2.4.7"

displayVersion="11.1.2.4.7xx">

<Server name="Reporting and Analysis Framework" context="http(s)://

<webServerHost>:<webServerPort>/raframework/browse/listXML"></Server>

</Product>

<Server name="Reporting Settings" context="http://<serviceURL>/hr/

modules/com/hyperion/reporting/web/repository/HRRepositoryXML"></Server>

</Product>

<Product providerType="ExtensionProvider" id="HSF" name="HSF-11.1.2"

displayVersion="11.1.2.2.00.2266">

<Server name="Oracle Hyperion Strategic Planning, Fusion Edition"

context="http(s)://<webServerHost>:8900/StrategicPlanning/SmartView"></

Server>

</Product>

<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-

Chapter 4

Connection File Syntax and Example

4-11

AFC5-44FEA770C693" name="OBI EE-11.1.1.7" displayVersion="11.1.1.7">

<Server name="Oracle BI, Fusion Edition" context="OBI:http(s)://

<webServerHost>:9704/analytics/jbips"></Server>

</Product>

<Server name="Planning" context="https://<serviceURL>/HyperionPlanning/

SmartView"></Server>

</Product>

<Server name="Planning Modules" context="https://<serviceURL>/

HyperionPlanning/SmartView"></Server>

</Product>

<Server name="FreeForm" context="https://<serviceURL>/HyperionPlanning/

SmartView"></Server>

</Product>

<Server name="Narrative Reporting" context="https://<serviceURL>/epm/

SmartView"></Server>

</Product>

<Server name="Financial Consolidation and Close" context="https://

<serviceURL>/HyperionPlanning/SmartView"></Server>

</Product>

<Server name="Tax Reporting" context="https://<serviceURL>/

HyperionPlanning/SmartView"></Server>

</Product>

<Server name="Enterprise PCM" context="https://<serviceURL>/

HyperionPlanning/SmartView"></Server>

</Product>

<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-

AFC5-44FEA770C693" name="OAC 22.06" displayVersion="22.06">

<Server name="Oracle Analytics Cloud" context="OBI:https://

<serviceURL>/analytics/jbips"></Server>

</Product>

<Server name="Oracle Analytics Cloud - Essbase" context="https://

<serviceURL>/essbase/smartview"></Server>

</Product>

<helpurlcontext>http(s)://<webServerHost>:<port>/user_documentation/

smartview_help/</helpurlcontext>

<UPK>http(s)://download.<webServerHost>/ocomdocs/PlayerPackage/data/

Chapter 4

Connection File Syntax and Example

4-12

toc.html</UPK>

</res_GetProvisionedDataSources>

Chapter 4

Connection File Syntax and Example

4-13

Installing and Configuring Help Locally or on a

Web Server

Related Topics

• About Installing Help Locally or on a Web Server

• Setting Up Help Locally or on a Web Server

• Optional Local Help Configuration via the Shared Connections XML File

About Installing Help Locally or on a Web Server

After installing Oracle Smart View for Office, the online help is accessed from a URL hosted

on the Oracle.com web site. This is the default behavior for Smart View, and no changes are

required by users to launch help.

However, you may require that the help be installed locally or on a web server in your

organization. Some examples for the need to access help from a location other than

Oracle.com are:

• Help files must be installed on a local drive on an individual's computer for Section 508

accessibility purposes.

• Internet access limitations; for example, your users only have access to URLs on your

organization's intranet.

To accommodate the above types of cases, a help zip file can be downloaded from My

Oracle Support. You unzip the help to a local drive or web server, and then modify the Smart

View

properties.xml

file to point the help location.

Note:

Depending on your requirements, you may also want to specify the

tag in a shared connections XML file, as described in Setting Up

the Shared Connections XML File of Accessing Shared Connections from an XML

File. Refer to Optional Local Help Configuration via the Shared Connections XML

File for more information.

Setting Up Help Locally or on a Web Server

To install and configure Oracle Smart View for Office help locally or on a web server:

1. Obtain the help zip file for this release from My Oracle Support.

2. Extract the contents to either a local folder on the computer where Smart View is installed

or to a folder accessible by your users on an HTTP web server in your organization.

For example:

5-1

• Extract the contents locally to:

C:\Oracle\SmartView\

The extraction adds an additional folder named

smartview_help

. The result is:

C:\Oracle\SmartView\smartview_help

• Extract the contents to a web server:

http://webServerHost:webServerPort/pathToHelpFiles

The extraction adds

smartview_help

after

pathToHelpFiles

. The result is:

http://webServerHost:webServerPort/pathToHelpFiles/smartview_help

Under the

smartview_help

folder, there are 28 language folders; for example:

C:\Oracle\SmartView

\smartview_help

\ar

\cs

\da

\de

\el

\en

\es

\fi

\fr

\fr_CA

\he

\hu

\it

\ja

\ko

\nl

\no

\pl

\pt

\pt_BR

\ro

\ru

\sk

\sv

\th

\tr

\zh_CN

\zh_TW

Chapter 5

Setting Up Help Locally or on a Web Server

5-2

The following language folders contain translated versions of the Smart View help:

\de

\es

\fr

\it

\ja

\ko

\nl

\pt_BR

\zh_CN

\zh_TW

The remaining language folders contain the English version of the help. When you run

Smart View in one of those languages (for example, Swedish) and you click a button for

Help, the English help is displayed.

Additionally, the English folder contains a copy of the help in PDF format,

smartview_user.pdf

3. Modify the

helpurlcontext

property in the Smart View

properties.xml

file:

a. In your Smart View installation, navigate to the

SmartView\cfg

folder.

b. Make a backup copy of the original

properties.xml

file.

c. Open

properties.xml

for editing.

d. Modify the

helpurlcontext

property, providing the path to the folder that is parent to

the language folders using the following syntax:

• If installing locally, provide the path to the folder that is parent to the language

folders using the following syntax:

<helpurlcontext>file:///parent_language_folder_path/</

helpurlcontext>

Tip:

Use forward slashes in the syntax and ensure that you enter a final

forward slash (/) after the parent language folder path that you provide.

Using the example from step 2, after extracting the zip contents to

C:\Oracle\SmartView

, the

smartview_help

folder is the parent folder of the

language folders. Thus, you would modify the parent_language_folder_path

placeholder as follows:

<helpurlcontext>file:///C:/Oracle/SmartView/smartview_help/</

helpurlcontext>

Chapter 5

Setting Up Help Locally or on a Web Server

5-3

• If installing on a web server, provide the path to the folder that is parent to

the language folders using the following syntax:

<helpurlcontext>http://webServerHost:webServerPort/

pathToHelpFiles/smartview_help/</helpurlcontext>

Tip:

Use forward slashes in the syntax and ensure that you enter a

final forward slash (/) after the parent language folder path that

you provide.

Using the example from step 2 and substituting

user_documentation

for

pathToHelpFiles

, after extracting the zip contents to

http://

abcxyzco.com:12345/user_documentation

, the

smartview_help

folder is

the parent folder of the language folders. For example:

<helpurlcontext>http://abcxyzco.com:12345/user_documentation/

smartview_help/</helpurlcontext>

4. Restart your Microsoft Office applications and access the help from the Smart

View ribbon.

5. Repeat this procedure for each computer that requires Smart View local help.

Optional Local Help Configuration via the Shared

Connections XML File

In a new installation, Oracle Smart View for Office help is available as soon as you

start Excel. You do not need to be connected to a Smart View provider in order to view

the help. After making the changes to the

properties.xml

file described in this

chapter, help is accessed from the help location you indicate.

If you are also planning to access shared connections from an XML file (as described

in Accessing Shared Connections from an XML File), AND you require an alternative

location for the help, note the following:

• You can add the

tag to the shared connections XML file. The

help location you specify in the shared connections XML file overrides the help

location specified in

properties.xml

once you click the Shared Connections

button in the Smart View Panel. This is true whether or not you modify the

tag in

properties.xml

• If you do not add or specify the

tag to the shared connections

XML file, then the local help defined in the

properties.xml

file will ALWAYS be

used and is available as soon as you start Excel.

Chapter 5

Optional Local Help Configuration via the Shared Connections XML File

5-4

Tips and Troubleshooting

Related Topics

• Diagnostics Tools and Health Check

• Installation and Languages

• Windows, Office, and Smart View Locale Settings

• Installing in the Windows Program Files Folder

• Windows Registry Access Requirement for Smart View Installation

• Office .NET Installation Option Requirement

• Microsoft Office 365 ProPlus Support

• Smart View cfg Folder and Properties File Access Requirement

• VBA Function Error for Oracle Analytics Cloud or Oracle BI EE

• Failure Connecting to Oracle Analytics Cloud

• Ribbons Not Selectable After Installation

• Ribbon Display Issue After Connecting to Both Smart View and PowerPivot

• Third-Party Monitoring Tools May Impact Smart View Stability

• Office Unknown Exception Error on a Protected Sheet

• Spreading Issue, Smart View Installation, and HsSpread.dll

• Smart View Ribbon Fails to Display After Non-Admin Installation

• Smart View Display and Operations Issues After Windows 10 Update

• Error When First Launching Excel After Installing Smart View

• Issues When Starting Excel in Automation Mode

• Diagnosing Login Issues

• Clearing Smart View Cookies

• Problem Opening Files in Excel

• Enabling and Disabling Smart View and Other Office Add-ins

• Disabling the Smart View Add-on in Apps Other than Excel

• Errors when Launching Office after Installing Smart View

• Extension Installation from EPM Cloud and Message Window Focus

• Extension Updates and Office Applications Remaining Open

• Slowness with Extension Options Dialog Box

• Office Slow to Start when Internet Connectivity is Not Available

• Excel Process Stops Responding (Hangs) on Shut Down

• Add-ins Menu Still Displays After Smart View Uninstall

6-1

• Renaming or Deleting the Excelnn.xlb File

• Extension Updates and Outlook

• Enabling the Smart View Extension for Firefox

• Uninstallation Process Stops Responding

• Excel Looks for HsTbar.xla File After Uninstall

• Connection Error

• Bindows Error When Importing Financial Reporting Documents

• Working with Custom HTML-based Login Forms

• Drill-through with Chrome: Blocklist and Allowlist for Native Messaging

• Browser Settings When Working with XML Files on HTTP Server

• Flickering Issues on Office 2013 and Office 2016

• Smart View HTTP Session Timeout

• Duplicate Queries in Word Slow to Refresh

• Custom Styles and Merged Cells in Forms

• Fixing Function Links on Machines where Smart View was Reinstalled in a User-

specified Location

• Session Timeout when Connected Using Vanity URLs

• Memory Error on Large Queries

• Issues with Dynamic Data Exchange Option in Excel

• Performance and Memory Usage Considerations for Smart View with Excel

• Unbalanced Loads in Provider Services Clustered Environments

• Two-Way SSL and Problematic Certificates

Diagnostics Tools and Health Check

Diagnostic Tools

Health Check

Diagnostic Tools

When an issue arises while using Oracle Smart View for Office that you cannot resolve

on your own, use the Smart View Diagnostic tools to create and collect log files and

screenshots to send to Oracle Support. When you are finished collecting diagnostic

data, you use the diagnostic tools to zip up the files. Then you transmit the ZIP file to

Oracle Support for analysis. The log files and screenshots are used by Oracle Support

to troubleshoot and resolve your issue.

The Smart View Diagnostic tools are located in the Diagnostics group in the Smart

View ribbon. You enable the display of the tools by

You can customize certain features of Smart View Diagnostic tools; for example:

• Hide data values in an Office document.

• Hide member names in an Office document.

Chapter 6

Diagnostics Tools and Health Check

6-2

• Direct the diagnostics output files to a folder other than the default.

• Allow automatic screenshots for each warning or error message that is displayed.

See Smart View Diagnostics and Health Check in the Oracle Smart View for Office User's

Guide for more information on the Diagnostics tools.

Health Check

You can perform a "health check" on your system to optimize performance and to get

information about your machine, Microsoft Office version, Smart View version, and the

extensions you have installed.

You can view the following information about your system:

• Version Information—Operating System, Excel Version, Smart View Version

• Hardware Information—RAM Memory, Processor, Smart View Installed Drive Space

• Excel Add-ins—Depends on the Excel add-ins that are installed

• COM Add-ins—Depends on the COM add-ins that are installed

You can make the following changes to system settings and Smart View options:

• Registry Information

– KeepAlive Timeout

– Receive Timeout

– ServerInfo Timeout

• Smart View Options

– Undo Buffer

– Improve Metadata Storage

• Graphic Setting

– Disable Windows Transitions on Addin Task Panes

– Disable Animations

For more information, see "Performing a Health Check On Your System" in the Oracle Smart

View for Office User's Guide .

Installation and Languages

The Oracle Smart View for Office installer uses the language set in the Format field of the

Windows Region and Language dialog box, Formats tab. This language also becomes the

default language when running Smart View.

After installation, anytime you change the Smart View language setting (Options dialog box,

Advanced tab), Smart View remembers the new setting on each subsequent launch of Excel.

To return Smart View to the default language, you can use either of the following methods in

the Options dialog box, Advanced tab:

• Click the Reset button.

• Select the first option in the Language drop-down list. This is always Default, which is

the language specified in the Region and Language dialog box, Formats tab

Chapter 6

Installation and Languages

6-3

After uninstalling and then reinstalling, Smart View reverts to the language specified in

the Windows Region and Language dialog box, Formats tab, and not the last

language specified in the Smart View Options dialog box, Advanced tab.

Windows, Office, and Smart View Locale Settings

On each Oracle Smart View for Office client machine, the following locale settings

should match:

• Smart View language option

• Microsoft Office language

• Windows Regional Settings

• Windows operating system

Running Smart View in a language other than the language of the machine's Windows

operating system, system locale, or Office language, may result in incorrect data being

returned. For example, if the Windows operating system, system locale, and Office

language are English, and you run Smart View in Russian, reports or chart data may

display incorrectly.

Installing in the Windows Program Files Folder

On Windows operating systems, such as Windows 10, non-administrator users are not

authorized to modify the

Program Files

folder or the

Program Files (x86)

. If an

administrator installs Oracle Smart View for Office in

Program Files

(x86)

, a non-admin user will not be able to uninstall Smart View.

The default installation folder for Smart View is

C:\Oracle\SmartView

Oracle advises that you do not install in Smart View in the

Program Files

Program

Files (x86)

folder.

Windows Registry Access Requirement for Smart View

Installation

The Oracle Smart View for Office installation writes to the Windows Registry.

In order for Smart View to write to the Registry, the following is required:

• The user account from which Smart View is installed must have permission to

write to the Windows Registry.

• The "Run as administrator" option is used when installing Smart View.

If a user without the appropriate permissions to the Registry installs Smart View,

issues can arise with some Smart View operations, such as drill-through.

Office .NET Installation Option Requirement

During Microsoft Office installation, you must enable the .NET installation option.

When enabled, files are placed in your Office installation that support interoperability

Chapter 6

Windows, Office, and Smart View Locale Settings

6-4

between Office and other programs and add-ins, such as Oracle Smart View for Office and

Smart View extensions.

Smart View works with these Office interop files:

•

Microsoft.Office.Interop.Excel

•

Microsoft.Office.Interop.Powerpoint

•

Microsoft.Office.Interop.Word

•

Microsoft.Office.Interop.Outlook

If these files are not installed, Smart View does not behave as expected. For example, when

connected to Narrative Reporting, you may see a blank report package panel, resulting in an

exception error when clicking in your Office application. Additionally, in the Smart View log

file, you will get errors for an Office interop file; for example:

System.IO.FileNotFoundException: Could not load file or assembly

'Microsoft.Office.Interop.PowerPoint

Could not load file or assembly 'Microsoft.Office.Interop.PowerPoint

If you see errors in the Smart View log file such as the one shown above, reinstall Office and

ensure that the .NET option is enabled.

Microsoft Office 365 ProPlus Support

A known issue with Microsoft Office 365 ProPlus patch 16.0.10228.20051, updated through

the insider slow channel, prevents users from accessing Oracle Smart View for Office with

Office 365, resulting in the "Member not found" message being displayed. This Microsoft

patch was pushed to users who signed up for monthly channel updates between June 12 and

June 14, 2018.

Workaround: Update Office with Microsoft Office 365 Version 1806 (Build 10228.20080),

which contains the fix for this issue.

Smart View cfg Folder and Properties File Access Requirement

Oracle Smart View for Office requires Write access to the

<Smart View Install>/cfg

folder,

properties.xml

file during runtime. An "Access Denied" error may occur if users do not have

permission to write to this folder or file when attempting the following operations:

• Saving a file to EPM Cloud using the Save or Save As commands in the Smart View

ribbon

• Performing ad hoc analysis

VBA Function Error for Oracle Analytics Cloud or Oracle BI EE

28791548 -- After uninstalling and reinstalling Oracle Smart View for Office, the following

error was displaying when using a VBA function for Oracle Analytics Cloud or Oracle

Business Intelligence Enterprise Edition:

Error '-2147024894(800700002)': Automation error The system cannot find the file

specified.

Chapter 6

Microsoft Office 365 ProPlus Support

6-5

In some cases, when Smart View is installed as administrator, the uninstall and

reinstall does not handle registration of the Oracle BI EE extension file correctly.

To remedy this issue, after installation, and before starting Office, install the Oracle BI

EE extension manually:

1. After uninistalling and reinstalling Smart View, ensure that all Office applications

remain closed.

2. Navigate to

C:\Oracle\SmartView\extensions

and double-click on

JBIPSProviderInstaller.svext

3. In the message that indicates successful installation, click OK.

The Oracle BI EE extension installation is complete and you may start Office.

Failure Connecting to Oracle Analytics Cloud

Issue

In some cases, in an Oracle Analytics Cloud production environment, users may have

issues connecting to Oracle Analytics Cloud from their Oracle Smart View for Office

installation.

This is the type of scenario where this situation can occur:

• Users connect to Oracle Analytics Cloud via VPN

• Oracle Analytics Cloud is protected by Oracle Identity Cloud Service, which is

requested through an Internet Proxy

• Oracle Identity Cloud Service is integrated with a federated single-signon system,

such as Ping Identity

• Users on two different domains install Smart View via a package, delivered using

Microsoft Application Virtualization (Microsoft App-V)

When trying to connect, an empty login screen pops up repeatedly, and then the login

finally fails. This can happen when pasting a connection URL in the Private

Connection Panel.

Cause

The root cause for this issue is that the Smart View packaged version, prior to login,

opened a browser process named

ielowutil.exe

. The non-packaged local install of

Smart View, or packaged install with Micorosoft Internet Explorer already running, both

launched

iexplore.exe

instead.

The

ielowutil.exe

file is a special protected version of Internet Explorer named "Low

MIC [Medium Integrity Cookie] Utility." It prevents the sharing of cookie data between

processes of differing integrity.

This can explain why login to Oracle Analytics Cloud likely fails – since it requires

cookie information that is set by both Oracle Identity Cloud Service and Ping Identity,

and continues to assume the user is not logged in – redirecting back to Oracle Identity

Cloud Service in a loop that escapes only after 12 times.

Chapter 6

Failure Connecting to Oracle Analytics Cloud

6-6

Note:

Microsoft discontinued support for Internet Explorer on June 15, 2022. However,

you should not uninstall Internet Explorer. For more information, see Internet

Explorer 11 End of Support and Smart View.

Solution

Using Process Monitor (Windows Sysinternals), the registry key used to read the browser

was different in each case and was identified as followed:

• Working Key:

HKEY_CLASSES_ROOT\Wow6432Node\CLSID\{0002DF01-0000-0000-C000-000000000046}\

(Default)

Presents the value:

Internet Explorer(Ver 1.0)

• Non-working Key:

HKEY_CLASSES_ROOT\Wow6432Node\CLSID\{0002DF01-0000-0000-

C000-000000000046}\LocalServer32\(Default)

Presents the value:

"%ProgramFiles(x86)%\Internet Explorer\ielowutil.exe" -CLSID:

{0002DF01-0000-0000-C000-000000000046}

The registry key:

HKEY_CLASSES_ROOT\Wow6432Node\CLSID\{0002DF01-0000-0000-

C000-000000000046}\LocalServer32\(Default)

is a pointer to:

HKEY_LOCAL_MACHINE\SOFTWARE\Classes\Wow6432Node\CLSID\{0002DF01-0000-0000-

C000-000000000046}\LocalServer32\(Default)

Changing this key to a new value of:

"%ProgramFiles(x86)%\Internet Explorer\iexplore.exe"

results in the Smart View package calling

iexplore.exe

instead, and the login succeeding.

All registry checks and changes must be done in the same App-V Package/Version ID

environment as the Smart View package, ensuring that the local system is left intact; that is:

regedit /appvve:307790F2-DE31-4EBE-B3BC-4C9337032E73_0BE1C6E6-85CC-48C3-

A0FF-3BBB789681C3

Since users generally do not have admin access, you may roll out the fix to

HKEY_CURRENT_USER by adding the key to the same path:

HKEY_CURRENT_USER\Software\Classes\Wow6432Node\CLSID\{0002DF01-0000-0000-

C000-000000000046}\LocalServer32\(Default)

In the case of different Smart View packaged versions (some in an App-V connection group)

across different domains, a PowerShell script can been written to identify the Smart View

packages and make the correct registry changes.

Chapter 6

Failure Connecting to Oracle Analytics Cloud

6-7

Testing, this key change should result in Smart View users being able to successfully

and consistently log in to Oracle Analytics Cloud.

Ribbons Not Selectable After Installation

On Windows 10 and 11, after installing Oracle Smart View for Office and starting Excel

for the first time, you are not able to select any other Excel ribbons or the Smart View

ribbon, or select any menu items on the default Home ribbon.

Workaround: Click the X in the top right corner to close Excel, and then restart Excel.

Now you should be able to select the Smart View ribbon and any other Excel ribbon.

Ribbon Display Issue After Connecting to Both Smart View

and PowerPivot

If you are connected to Oracle Smart View for Office and Microsoft PowerPivot at the

same time, and then close Excel and reopen Excel, both the Smart View and

PowerPivot ribbons are missing from Excel.

Workaround: Terminate the Excel process in Windows Task Manager, then reopen

Excel.

Third-Party Monitoring Tools May Impact Smart View

Stability

Some of the applications monitoring Microsoft Office, such as MacAfee or Trellix, may

interfere with Oracle Smart View for Office. Smart View makes many Office and

Windows API calls, which may be detected, blocked, or delayed by these applications,

causing stability issues for Office and Smart View. Some users may experience Excel

failing when Smart View add-in is enabled.

Workaround: Administrators may review other applications running on the machine

and adjust the appropriate settings.

For example, for MacAfee, deselect the "Enable deep inspection of Windows API calls

EDR policy for affected hosts."

Refer to the documentation for your monitoring tools for information on disabling this

option.

Office Unknown Exception Error on a Protected Sheet

Upon opening a password-protected worksheet, an exception is thrown as Oracle

Smart View for Office tries to set Range.ID, required for duplicate (non-unique)

member name support. An exception is also thrown by the Excel API on any operation

that requires Smart View to write into worksheet if the worksheet is password

protected.

Note that Smart View does not work with password-protected worksheets.

If possible, try the following workarounds:

• Remove password protection.

Chapter 6

Ribbons Not Selectable After Installation

6-8

• Rewrite macros in a way that prevents Smart View from trying to write in password-

protected worksheets.

Spreading Issue, Smart View Installation, and HsSpread.dll

In some cases, spreading is not working as expected.

Oracle Smart View for Office is not automatically spreading data from the YearTotal or

Quarter level down to the months. Data is spread automatically when entering values into

forms on the web, but the same functionality is not working in Smart View.

The issue may be due to the dynamic link library,

HsSpread.dll

, not being registered

correctly, which can happen when Smart View is installed by a non-admin user.

This issue affects Planning 18.02.67+ and Planning Modules 17.12.54 and later.

To fix this issue, Oracle recommends the following:

• Uninstall Smart View and reinstall as the Windows administrator. See Reinstall Smart

View as Administrator.

• If the spreading issue persists after reinstalling Smart View as the administrator, then

manually register the

HsSpread.dll

file. See Register HsSpread.dll.

Reinstall Smart View as Administrator

To reinstall Smart View as administrator, perform these steps:

1. Uninstall Smart View.

See Uninstalling Smart View for more information.

2. Reinstall Smart View by right-clicking

SmartView.exe

and selecting Run as

administrator.

See Installing from My Oracle Support or Oracle Technical Resources for more

information.

3. Launch Excel, open a form or ad hoc grid, and verify that spreading is working.

If the spreading issue persists, complete the steps in Register HsSpread.dll.

To register the

HsSpread.dll

with Windows:

1. Start a Windows command prompt as administrator.

2. Switch to the

bin

folder in your Smart View installation.

The default location is

Oracle\SmartView\bin

3. Run the following command:

C:\Windows\Microsoft.NET\Framework\v4.0.30319\regasm.exe /codebase

HsSpread.dll

4. In the command prompt, check for any errors in the output.

5. Test the spreading functionality.

If the issue persists, contact Oracle Support.

Chapter 6

Spreading Issue, Smart View Installation, and HsSpread.dll

6-9

Smart View Ribbon Fails to Display After Non-Admin

Installation

In some cases, installing Oracle Smart View for Office on Windows 10 or 11 as a non-

admin can cause the Smart View ribbon to fail to display.

In a non-admin install, you double-click the

SmartView.exe

file to launch the installer.

In an admin install, you right-click

SmartView.exe

and select Run as administrator.

If you installed Smart View as a non-admin and the Smart View ribbon does not

display, complete the following procedures to troubleshoot this issue:

Add the COM Add-in

Reinstall Smart View as Administrator

Add the COM Add-in

To add the Smart View COM add-in:

1. In Excel, select File, then Options, and then Add-ins.

2. From Manage, select COM Add-ins, and then click Go.

3. In COM Add-ins, select the check box to enable the Oracle Smart View for

Office add-in, and click OK.

4. Restart Excel.

If the Smart View ribbon does not display after restarting Excel, proceed to

Reinstall Smart View as Administrator.

Reinstall Smart View as Administrator

If the Smart View ribbon still fails to display after adding the COM add-in, perform

these steps:

1. Uninstall Smart View.

See Uninstalling Smart View for more information.

2. Reinstall Smart View by right-clicking

SmartView.exe

and selecting Run as

administrator.

See Installing from My Oracle Support or Oracle Technical Resources for more

information.

3. Launch Excel and verify that the Smart View ribbon is displayed.

Smart View Display and Operations Issues After Windows

10 Update

After a Windows 10 update on some high-resolution displays, drag-and-drop may not

work as expected, some controls may look blurry, and some operations may not work

properly. For example, an "Invalid selection" error occurs when trying to drag and drop

members from the POV.

Chapter 6

Smart View Ribbon Fails to Display After Non-Admin Installation

6-10

To avoid the "Invalid selection" error and other display issues after a Windows update:

1. Select the Windows 10 Start button, then Settings, then System, then Display, and

then Advanced scaling settings.

2. Under Fix scaling for apps, set Let Windows try to fix apps so they are not blurry to

On.

3. Restart Excel.

Drag-and-drop and other operations should work as expected, and the display of Oracle

Smart View for Office controls should be improved.

Error When First Launching Excel After Installing Smart View

After installing Oracle Smart View for Office and launching Excel for the first time, you may

get an error message similar to the following: "Unable to set the installed property of the add-

in class."

Workarounds:

• Enable the Smart View Excel add-in using one of the following methods:

– Trust Center Method

– COM Add-ins Method

• If the above methods do not resolve the issue, try reinstalling Smart View as

administrator.

See Reinstall Smart View As Administrator .

Trust Center Method

1. Perform the task appropriate for your Office version:

• 365 Windows client, 2019, 2016, 2013, 2010: Go to File, then Options, and then

Trust Center.

• 2007: Click the Office button in the top left corner of Excel, then select Excel

Options, and then Trust Center.

2. Click the Trust Center Settings button.

3. In the left pane, select Trusted Locations.

4. Click Add new location to launch the Microsoft Office Trusted Location dialog box.

5. In Path, enter the path to the Smart View bin folder; for example:

C:\Oracle\SmartView\bin

6. Click OK.

7. Click OK to close the Trust Center, and then click OK to close Excel Options.

COM Add-ins Method

1. Perform the task appropriate for your Office version:

• 365 Windows client, 2019, 2016, 2013, 2010: Go to File, then Options, and then

Add-ins.

• 2007: Click the Office button in the top left corner of Excel, then select Excel

Options, and then Add-ins.

Chapter 6

Error When First Launching Excel After Installing Smart View

6-11

2. From Manage, select COM Add-ins, and then Go.

3. In COM Add-ins, select the check box to enable the Oracle Smart View for

Office add-in, and click OK.

Issues When Starting Excel in Automation Mode

In some cases, third-party software that automates Excel processes, such as

exporting to Excel, may cause issues with Excel and a conflict with Oracle Smart View

for Office.

Workaround:

To disable Smart View when Excel is started in automation mode, you may enable

"DisableInAutomation" by adding a key and key value to the Windows Registry. To do

this, create the Options key and DisableInAutomation key value as follows:

• Key Name:

[HKEY_CURRENT_USER\Software\Oracle\SmartView\Options]

• Key Value:

"DisableInAutomation"=dword:00000001

When set to

00000001

, Smart View is disabled when Excel is started in automation

mode. Smart View starts correctly when Excel is started manually, outside of an

automated process.

When set to

or not created at all, then Smart View is enabled and starts when

Excel is started in automation mode, which may cause issues. Smart View starts

correctly when Excel is started manually, outside of an automated process.

Creating the Registry Key and Key Value

To create and update the registry key, Options:

1. Click Start, click Run, type

regedit

in the Open box, and then click OK.

2. Locate and then select the following registry subkey:

HKEY_CURRENT_USER\Software\Oracle\SmartView\

3. From the Edit menu, select New, and then select Key.

4. Type

Options

, and then press Enter.

5. From the Edit menu, select New, and then select DWORD Value.

6. Type

DisableInAutomation

, and then press Enter.

7. In the Details pane, right-click DisableInAutomation, and then click Modify.

8. In the Value data box, type

00000001

, and then click OK.

The value,

00000001

, enables the DisableInAutomation key.

Chapter 6

Issues When Starting Excel in Automation Mode

6-12

Note:

If a zero value is entered, then this option is disabled.

9. Exit Registry Editor.

10. Restart Excel.

Diagnosing Login Issues

Related Topics

• Smart View Does Not Connect to a Data Source

• Attempts to Connect to the Server Fail in SSO-Enabled Environments

Smart View Does Not Connect to a Data Source

Oracle Smart View for Office fails to establish a connection with a data source primarily

because of errors in the shared or private connection URL that is being used. For information

on connection types, see Shared Connections and Private Connections in Oracle Smart View

for Office User's Guide .

• Verify that the connection URL syntax and the credentials being used are accurate.

• Using a browser, access the environment that supports the data source. Make sure that

you can log in using the credentials that you are using to access the data source through

Smart View.

• If the issue persists, seek Oracle's help using the steps detailed in Getting Help in the

Oracle Enterprise Performance Management Cloud Operations Guide .

Attempts to Connect to the Server Fail in SSO-Enabled Environments

Smart View fails to establish a connection to an Oracle Enterprise Performance Management

Cloud environment that is configured for SSO and displays the following error:

This error is displayed if you previously selected the Remember my choice option in a

browser while signing into an EPM Cloud environment using the Company Sign In button.

Chapter 6

Diagnosing Login Issues

6-13

To resolve this issue, complete this procedure:

1. Close Microsoft Excel.

2. Delete browsing history, temporary internet files, cookies and site data, and form

data.

You can use browser-specific procedures for deleting the above items.

Additionally, you can complete the procedure in Clearing Smart View Cookies.

3. Open Excel and sign into Smart View.

Clearing Smart View Cookies

Occasionally, you may need to clear Oracle Smart View for Office cookies.

For example, after using the Disconnect All command and restarting Smart View, you

may find that you're not prompted to log in.. Clearing cookies will clear the browser

cache and facilitate the signoff and subsequent login.

To clear Smart View cookies:

1. Close all Office applications.

2. Use either method to launch the Microsoft Windows Internet Options dialog:

• In a Windows Command Prompt, enter

inetcpl.cpl

• From the Windows Control Panel, select Internet Options.

The Internet Options dialog is displayed.

3. In the General tab, click the Settings button.

The Website Data Settings dialog is displayed.

4. Optional: In the Temporary Internet Files tab, under Check for newer versions

of stored pages, select Every time I visit the webpage.

5. In the Temporary Internet Files tab, click the View files button.

A File Explorer window displays the contents of this folder:

C:\User\<user>\AppData\Local\Microsoft\Windows\INetCache

6. Delete the contents of the

AppData\Local\Microsoft\Windows\INetCache

folder.

7. Click OK to exit the Website Data Settings dialog, and then click OK to exit the

Internet Properties dialog.

Chapter 6

Clearing Smart View Cookies

6-14

8. Restart Office, select a data provider, and provide your login credentials when prompted.

Problem Opening Files in Excel

Sometimes, temporary files and folders stored in the

C:\Users\UserName\AppData\Roaming\Microsoft\Excel

folder can cause issues when

trying to open a workbook file in Excel. You can back up the contents of this folder and then

clear the folder to improve performance when opening a workbook.

To improve Excel performance when opening a workbook:

1. Close all applications and restart your computer once.

This is to ensure that there are no hidden instances of Excel running in the background.

2. After the reboot, create a folder on your computer (for example, in the

Desktop

or the

Documents

folder) and give is a descriptive name (for example,

Excel AppData Backup

3. Open Windows File Explorer, then select the View menu, and then select the check box

to show Hidden items.

4. Navigate to:

C:\Users\User_Name\AppData\Roaming\Microsoft\Excel

Replace

User_Name

with your Windows login user name.

5. Use Windows Cut and Paste to move all the files and folders from the directory you

created in the previous step to the backup folder that you created in step 2.

The

C:\Users\User_Name\AppData\Roaming\Microsoft\Excel

folder should be empty.

6. In File Explorer, go to the View menu and clear the Hidden items check box.

7. Close File Explorer, and then start Excel.

8. Try opening the files that you were having problems opening earlier.

Enabling and Disabling Smart View and Other Office Add-ins

You can enable and disable Oracle Smart View for Office and other Microsoft Office add-ins

from the Add-Ins tab in Excel Options. In some cases, Smart View performance can be

improved when other Office add-ins are disabled.

To enable or disable Smart View or other Office add-ins for all applicable Office applications

(including Outlook):

1. Open Excel, Word or PowerPoint.

Do not use Outlook to enable and disable Office add-ins.

2. Go to File, then Options, and then Add-Ins.

Continue with step 3 to work with COM Add-ins. Continue with step 4 to work with Excel

Add-ins.

3. To enable or disable COM add-ins, from Manage, select COM Add-ins, then click Go

and then perform a task:

• To enable add-ins, ensure that the check box next to the add-in is checked.

Chapter 6

Problem Opening Files in Excel

6-15

If the check box next to the add-in is cleared, then click the check box to select

it, and then click OK.

If the add-in you want to enable is not in the list, click Add, navigate to the

location of the add-in file in your system and select it, then click OK, and then

click OK again in the COM Add-Ins dialog to close it.

• To disable add-ins, ensure that the check box next to the add-in is cleared.

If the check box next to the add-in is checked, then click the check box to clear

it, and then click OK.

In the following example COM Add-Ins dialog box, the Acrobat PDFMaker Office

COM Addin, is disabled; other available add-ins are enabled, including Smart

View.

4. To enable or disable Excel add-ins, from Manage, select Excel Add-ins, then click

Go and then perform a task:

• To enable add-ins, ensure that the check box next to the add-in is checked.

If the check box next to the add-in is cleared, then click the check box to select

it, and then click OK.

If the add-in you want to enable is not in the list, click Browse, navigate to the

location of the add-in file in your system and select it, then click OK, and then

click OK again in the COM Add-Ins dialog to close it.

• To disable add-ins, ensure that the check box next to the add-in is cleared.

If the check box next to the add-in is checked, then click the check box to clear

it, and then click OK.

In the following example Add-Ins dialog box, the Smart View add-in, Hstbar, is

disabled; other available add-ins are enabled. Note that these add-ins are not

related to Smart View.

Chapter 6

Enabling and Disabling Smart View and Other Office Add-ins

6-16

5. Restart any open Office applications.

Disabling the Smart View Add-on in Apps Other than Excel

If users plan to work with Oracle Smart View for Office only in Microsoft Excel, and not with

Word, PowerPoint, or Outlook, you can edit Windows Registry keys to prevent Smart View

from loading into the other Office applications.

Before you edit the Registry, ensure that all Office applications are closed and no Office

processes are running in the Task Manager.

To disable loading Smart View into Word, PowerPoint, or Outlook, open the Registry,

navigate to each of the Office applications listed below, and set the LoadBehavior value for

each applications to

Word:

HKEY_CURRENT_USER\SOFTWARE\Microsoft\Office\Word\Addins\Hyperion.CommonAddin

PowerPoint:

HKEY_CURRENT_USER\SOFTWARE\Microsoft\Office\PowerPoint\Addins\Hyperion.Common

Addin

Outlook:

HKEY_CURRENT_USER\SOFTWARE\Microsoft\Office\Outlook\Addins\Hyperion.CommonAdd

Chapter 6

Disabling the Smart View Add-on in Apps Other than Excel

6-17

When LoadBehavior is set to

, the respective Office application will not load the

specific add-in.

Restart the affected Office applications and verify that the Smart View ribbon does not

display.

You can disable any or all of the above Office applications, as required.

To switch back to loading the Smart View add-on for specific Office applications, set

the LoadBehavior value for the application to

. This will cause the Smart View add-

on to be loaded when restarting the Office application.

Errors when Launching Office after Installing Smart View

Two types of errors may occur when launching Oracle Smart View for Office. If you

encounter these errors, use the workarounds noted below.

• Unable to set the installed property of the add-in class

• Add method of AddIns class failed

Unable to set the installed property of the add-in class

After installing Smart View and launching Excel the first time, you may get an error

message similar to the following:

Unable to set the installed property of the add-in class.

If you see this error, enable the Smart View add-in:

1. Open Excel, Word or PowerPoint.

Do not use Outlook to enable and disable Office add-ins.

2. Go to File, then Options, and then Add-Ins.

3. From Manage, select COM Add-ins, then click Go.

4. Ensure that the check box next to Oracle Smart View for Office is checked.

If the check box next to the add-in is cleared, then click the check box to select it,

and then click OK.

If the Oracle Smart View for Office add-in is not in the list, click Add, navigate to

the location of the add-in file in your system (by default,

C:\Oracle\SmartView\bin\HsTbar.xla

) and select it, then click OK, and then

click OK again in the COM Add-Ins dialog to close it.

5. Restart Office.

Add method of AddIns class failed

After installing Smart View, the following error occurs each time Excel is launched:

Add method of AddIns class failed.

If you see this message, click OK in the error message box. Excel and Smart View will

then work properly.

Chapter 6

Errors when Launching Office after Installing Smart View

6-18

Extension Installation from EPM Cloud and Message Window

Focus

Installing extensions from supported Oracle Enterprise Performance Management Cloud

services involves downloading an extension installer file and double-clicking it. When double-

clicking an extension installer (

.svext

), a message window is displayed indicating the

success or failure of the installation. The message window can sometimes lose focus and go

behind another open window, and can easily go unnoticed. This may lead to users trying to

install the extension again, causing an error due to the previous open message window

having a hold on the folder and files.

To clean up this extension installation issue:

1. Close all Office applications (Excel, Word, PowerPoint, Outlook).

2. Check the Windows task bar for an existing message window, and close it.

3. Remove prior extension installations:

a. Navigate to

%AppData%\Oracle\SmartView\extensions\bin

b. Delete the extension folder.

For example, to delete the Narrative Reporting extension folder, delete the

Oracle.SmartView.EPRCSExtension

folder.

c. Delete the extension installation folder.

For example, to delete the Narrative Reporting extension installation folder, delete the

EPRCSProviderInstaller

folder.

4. Remove pending installations:

a. Navigate to

%AppData%\Oracle\SmartView\extensions\update

b. Delete the pending extension installation folder.

For example, to delete the Narrative Reporting pending extension installation folder,

then delete the

Oracle.SmartView.EPRCSExtension

folder.

5. Return to the location where you previously downloaded the extension installer file, and

double-click it.

For example, to install the Narrative Reporting extension, double-click

EPRCSProviderInstaller.svext

6. Open Excel, Word, or PowerPoint, and in the Smart View ribbon, click Options, then

select Extensions, and then verify that the extension you installed is listed.

Extension Updates and Office Applications Remaining Open

In order for extensions to be properly installed, removed, or updated, all Office applications

must be shut down. When an Office application is reopened, updates for extensions are

applied.

Sometimes, even though an Office application has been closed, it does not completely shut

down, or does not shut down in a timely manner. In these cases, an instance of Office is still

running and Oracle Smart View for Office is unable to apply the extension updates correctly.

Chapter 6

Extension Installation from EPM Cloud and Message Window Focus

6-19

For these situations, it may be necessary to open the Windows Task Manager and

look for possible Office applications that may still be running. For Windows 10 and 11,

select the Details tab to find the correct process name corresponding to the Office

applications. Application names to look for are:

• EXCEL.EXE

• OUTLOOK.EXE

• POWERPNT.EXE

• WINWORD.EXE

If any of these application names are displayed in the Task Manager, click on the

name and end the process.

Once all Office applications are closed, reopen one of the applications so that Smart

View can apply pending updates.

Slowness with Extension Options Dialog Box

When opening the Extensions tab of the Options dialog box or when checking for

extension updates, if your system seems to be taking a long time to complete these

tasks, ensure that the machine has access to the internet.

Office Slow to Start when Internet Connectivity is Not

Available

When starting Office, Oracle Smart View for Office performs various security checks at

startup, including checks on all the installed extensions. Internet connectivity is

required in order to perform these checks.

Without internet connectivity, the security checks on extensions cannot be carried out

and Office applications will be very slow to launch.

You may disable extensions in order to improve Office startup time, but you will lose

the functionality related to those extensions, even if you are still able to connect to

data providers through your company's intranet.

Oracle recommends verifying that you can connect to the internet when starting Office

with Smart View installed.

Excel Process Stops Responding (Hangs) on Shut Down

Excel may be slow to shut down if the

Excel15.xlb

file is corrupted. This file stores

changes to the ribbons in Excel.

A simple fix to this issue is to rename

Excel15.xlb

. A clean

Excel15.xlb

file is rebuilt

the next time you start Excel.

The

Excel15.xlb

file is located in the

C:\Users\user\AppData\Roaming\Microsoft\Excel folder.

To rename the

Excel15.xlb

file, see Renaming or Deleting the Excel xx.xlb File.

Chapter 6

Slowness with Extension Options Dialog Box

6-20

Add-ins Menu Still Displays After Smart View Uninstall

When Oracle Smart View for Office is installed, a Smart View ribbon tab is displayed in Office.

This is the expected behavior.

In some cases, after uninstalling Smart View and installing a newer version, an Add-ins

ribbon tab is also displayed next to the Smart View ribbon tab. Moreover, in some cases, after

uninstalling the newer version of Smart View and restarting Excel, the Smart View ribbon tab

is no longer displayed, as expected, but the Add-ins tab remains.

This issue can be caused by a corrupted

Excelnn.xlb

file. This file stores changes to the

ribbons in Excel.

You can fix this issue by renaming or deleting the

Excelnn.xlb

. A clean

Excelnn.xlb

file is

rebuilt the next time you start Excel.

The

Excelnn.xlb

file is located in the

C:\Users\user\AppData\Roaming\Microsoft\Excel folder.

To rename the

Excelnn.xlb

file, see Renaming or Deleting the Excelnn.xlb File.

Renaming or Deleting the Excelnn.xlb File

You may need to rename or delete

Excelnn.xlb

if it is determined that this file is causing

issues with your Oracle Smart View for Office installation.

Renaming or deleting the existing

Excelnn.xlb

file causes a new

Excelnn.xlb

to be created

the next time you start Excel. This usually fixes any issues you may have had with the

previous version of the

XLB

file.

To rename or delete the

Excelnn.xlb

file:

1. Close any open Excel applications and ensure that all

excel.exe

processes in the

Windows Task Manager are ended.

2. Locate the

Excelnn.xlb

file in your

AppData

folder.

For example, the default location of the

Excelnn.xlb

file is:

C:\Users\user\AppData\Roaming\Microsoft\Excel

Tip:

You can quickly navigate to this folder by entering

%appdata%\Microsoft\Excel

in the address bar of Windows Explorer.

3. Right-click the

Excelnn.xlb

file name, then perform either of these tasks:

• Select Rename, then enter a new name for the file, and then press Enter.

For example, append

.old

to the file name:

Excel15.xlb.old

• Select Delete.

4. Restart Excel.

Chapter 6

Add-ins Menu Still Displays After Smart View Uninstall

6-21

A clean

Excelnn.xlb

file is created in the

C:\Users\user\AppData\Roaming\Microsoft\Excel folder.

Extension Updates and Outlook

When applying extension updates, if any Office application is running, including

Outlook, a message directs the user to close all Office applications. This includes

Outlook, as well as Excel, Word, and PowerPoint.

If the message in Figure 1 is displayed after attempting an extension update, it means

that one of the Office applications was not closed. Often, the application left open is

Outlook.

Figure 6-1 Message - Office Application Open During Extension Update

If Smart View is not needed for Outlook, it can be disabled to help avoid this issue

during extension updates.

To disable Oracle Smart View for Office in Outlook:

1. In Outlook, go to the Smart View ribbon, then select Options, and then select

Advanced.

2. Under Display, select the Disable Smart View in Outlook check box.

3. Click OK, and then close Outlook.

4. Restart Outlook.

Verify that the Smart View ribbon no longer appears.

5. Start a different Office application to continue the extension update process.

Enabling the Smart View Extension for Firefox

During installation, Oracle Smart View for Office automatically installs an extension for

Mozilla Firefox.

Chapter 6

Extension Updates and Outlook

6-22

If you specify Firefox as your default browser, Smart View utilizes the extension for Firefox in

these scenarios:

• Performing drill-through in Smart View

• Launching forms in Smart View from browser-based applications, such as Oracle

Hyperion Financial Management or the Planning business module in Oracle Enterprise

Performance Management Cloud.

The extension for Firefox is automatically enabled after installing Smart View. However, if the

extension should become disabled, follow the procedure in this topic to enable it again.

To enable the Smart View extension for Firefox:

1. In Firefox, in the upper right corner of the browser, click , and then select Add-ons

from the drop-down menu:

2. In the left pane, select Extensions, and then scan or search the list to locate the Oracle

Smart View Office entry.

3. Click Enable, and restart Firefox.

You can restart Firefox immediately using the Restart now link, or restart Firefox at your

convenience.

Uninstallation Process Stops Responding

On supported Windows platforms, the Oracle Smart View for Office uninstallation process

may stop responding.

If you have experienced this issue, try the following:

1. In the Windows Task Manager, kill all occurrences of these processes:

• Microsoft Register Server

• Windows Installer

Chapter 6

Uninstallation Process Stops Responding

6-23

2. In the Control Panel, check Programs and Features to verify if Oracle Smart

View for Office is listed.

If Oracle Smart View for Office is not listed, then the uninstallation completed

successfully.

If Oracle Smart View for Office is listed, select it, and then select Uninstall to try

the uninstallation again.

Excel Looks for HsTbar.xla File After Uninstall

Sometimes, after uninstalling Oracle Smart View for Office and subsequently

launching Excel, Excel may still try to locate the Smart View

HsTbar.xla

file.

To correct this, you must edit the Windows Registry.

To edit the Windows Registry to keep Excel from looking for

HsTbar.xla

file after

uninstalling Smart View:

1. Open the Windows Registry Editor (enter

regedit

in a command window).

2. Locate this key:

HKEY_CURRENT_USER\Software\Microsoft\Office\<OfficeVersion>\Excel\Opti

ons

3. Delete the

OPEN

OPEN<n>

entry where the value in the Data column contains

HsTbar.xla

For example:

C:\Oracle\SmartView\bin\HsTbar.xla

When there are multiple OPEN entries, perform these steps:

a. Delete all

OPEN

entries where the Data column value contains

HsTbar.xla

b. Rename all remaining

OPEN<n>

entries, maintaining their sequential values.

For example, here are six

OPEN

entries, where two of the entries,

OPEN

and

OPEN4

, contain

HsTbar.xla

in the Data column.

Name Value in Data Column

OPEN Contains HsTbar.xla

OPEN1 Does not contain HsTbar.xla

OPEN2 Does not contain HsTbar.xla

OPEN3 Does not contain HsTbar.xla

OPEN4 Contains HsTbar.xla

OPEN5 Does not contain HsTbar.xla

Delete the

OPEN

and

OPEN4

entries, and then rename the remaining entries as

follows, maintaining their sequential order:

• Rename

OPEN1

OPEN

• Rename

OPEN2

OPEN1

• Rename

OPEN3

OPEN2

• Rename

OPEN5

OPEN3

Chapter 6

Excel Looks for HsTbar.xla File After Uninstall

6-24

The remaining entries are:

Name Value in Data Column

OPEN Does not contain HsTbar.xla

OPEN1 Does not contain HsTbar.xla

OPEN2 Does not contain HsTbar.xla

OPEN3 Does not contain HsTbar.xla

Connection Error

Oracle Smart View for Office may fail to connect to Planning or Planning Modules with the

script error,

An HTTP error occurred with the code "-1"

The workaround is to set the Browser Emulation Mode option in the Health Check dialog;

for example, set this option to

11001

for Microsoft Internet Explorer 11 compatibility.

For more information on the Browser Emulation Mode option in the Health Check dialog,

see Performing a Health Check on Your System in the Oracle Smart View for Office User's

Guide .

Note:

Microsoft discontinued support for Internet Explorer on June 15, 2022. However,

you should not uninstall Internet Explorer. For more information, see Internet

Explorer 11 End of Support and Smart View.

Bindows Error When Importing Financial Reporting Documents

When connected to Oracle Enterprise Performance Management Cloud 22.08+, a Bindows

error can occur when importing an Oracle Hyperion Financial Reporting document.

Workaround: To avoid this error, set the Browser Emulation Mode option to

11001

10001

in the Health Check dialog:

1. From the Smart View ribbon in Excel, click the arrow next to Help, and then select Health

Check.

2. In the Health Check dialog, Registry Information group, locate the Browser Emulation

Mode line.

3. In the Fix/Update/Info column, click in the cell to enable the drop-down list, and select

either

11001

10001

4. Click the Update Settings button, and then click Close.

5. Restart Excel, connect to the data source, and import a Financial Reporting document.

Working with Custom HTML-based Login Forms

If you are using a custom HTML-based login form instead of the default Oracle Access

Manager login form, ensure that the source of the custom form includes the string

loginform

Chapter 6

Connection Error

6-25

This is required for Oracle Smart View for Office integration with Oracle Access

Manager to work.

Drill-through with Chrome: Blocklist and Allowlist for Native

Messaging

Drill-through with a Google Chrome browser can fail when Chrome is managed by

enterprise policy. In this case, native messaging applications can use a blocklist or an

allowlist. For example, if an administrator restricts access to all messaging hosts by

using a blocklist (by specifying "

" in the blocklist registry key), then drill-through from

Oracle Smart View for Office would not work with Chrome.

In order to enable the Smart View native application which supports the Chrome

extension (the application is

C:\Oracle\SmartView\bin\SVNatvMsg.exe

), then an

administrator must add the name of the application,

com.oracle.smartview.nmh

(as

specified in

C:\Oracle\SmartView\bin\chromenmh.json

) to the allowlist registry key.

Note:

• Creating a blocklist is described here:

https://cloud.google.com/docs/chrome-enterprise/policies/?

policy=NativeMessagingBlocklist

• Creating an allowlist is described here:

https://cloud.google.com/docs/chrome-enterprise/policies/?

policy=NativeMessagingAllowlist

Browser Settings When Working with XML Files on HTTP

Server

Web browsers may cache XML files posted on an HTTP server and referenced by

Oracle Smart View for Office. This can cause problems when using the following

Smart View functionality:

• Accessing shared connections from an XML file

This is the XML file posted on an HTTP server and noted in the Shared

Connections URL field of the Smart View Options dialog box. If you plan to

access online help from a local drive or internal web server, this file can also

specify the location of the help.

• Updating extensions

Smart View references the

UpdateList.xml

file that is posted on an HTTP server

when Smart View end users install, update, and remove extensions in the

Extensions tab of the Options dialog box.

Complete the steps in this topic to clear the browser cache so that the latest version of

the XML file is used for the purposes noted above.

Chapter 6

Drill-through with Chrome: Blocklist and Allowlist for Native Messaging

6-26

To clear the cache so that Smart View is accessing the latest XML file version posted on an

HTTP server, set the following options in the Internet Properties dialog in the Control Panel

1. Launch the Control Panel, and then select Internet Options.

2. In the General tab, Browsing history group, select Settings.

3. In the Check for newer versions of stored pages section, select Every time I visit the

webpage, and then click OK.

4. In the Internet Options dialog box, select the Advanced tab.

5. In the Security section, select the Empty Temporary Internet Files folder when

browser is closed option.

6. Click OK to close Internet Options and restart the browser.

Flickering Issues on Office 2013 and Office 2016

When using Oracle Smart View for Office with Microsoft Office 2013 or 2016, 32-bit or 64-bit,

flickering occurs with the POV toolbar and the Smart View Panel. The flickering is likely

caused by changes in Excel 2013 and Excel 2016.

To reduce flickering, use the Health Check utility in Smart View to specify the settings for

"Disable Window Transitions on Addin Task Panes" and "Disable Animations," listed under

"Graphics Settings." Oracle advises using the recommended settings for these options. See

Performing a Health Check On Your System for more information.

Smart View HTTP Session Timeout

HTTP session timeouts can occur, for example, when working with large queries that take a

long time to run, or when you're experiencing slower internet connections.

Other errors you may see in an HTTP session timeout include:

• An "Invalid pointer" error

• "XML Load Error: XML Document must have a top level element"

To avoid HTTP session timeouts, you may add the following Windows Registry DWORDS to

the Internet Settings key:

• Key Name:

HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Internet

Settings

• Key Values:

– DWORD: ReceiveTimeout

Value data: value in milliseconds

– DWORD: KeepAliveTimeout

Value data: value in milliseconds

– DWORD: ServerInfoTimeout

Value data: value in milliseconds

Chapter 6

Flickering Issues on Office 2013 and Office 2016

6-27

For example, 900000 milliseconds is the equivalent of 15 minutes. Adjust the

timing according to your requirements.

As a guideline, 900000 milliseconds is the equivalent of 15 minutes.

To add the timeout key values to the Internet Settings registry key:

1. Ensure that all Office applications, including Outlook, are closed.

2. Launch the Windows Registry Editor.

3. Locate and then select the following registry subkey:

HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Internet

Settings

4. Add the three DWORD key values,

ReceiveTimeout

KeepAliveTimeout

, and

ServerInfoTimeout

a. From the Edit menu, select New, and then select DWORD Value.

b. Type the DWORD name, and then press Enter.

c. In the Details pane, right-click DWORD you added in step 4.b, and then select

Modify.

d. In the Value data text box, type the timeout value in milliseconds, select

Decimal, and then click OK.

e. Repeat step 4.a through step 4.d for each of the three required DWORD key

values.

5. Exit Registry Editor.

6. Restart Excel.

Duplicate Queries in Word Slow to Refresh

In some Word documents containing a large number of queries and created prior to

Oracle Smart View for Office release 11.1.2.5.520, performance may be an issue when

refreshing the data in the document. In some cases, instead of re-using existing

queries where appropriate, each Smart View data point in the Word document is

treated as a separate query. The result is that Refresh operations can be very slow.

If the document contains many duplicate queries (that is, queries with the same

name), the duplicate queries are displayed in the Document Contents pane in Word.

For example, Document Contents might look like this:

Chapter 6

Duplicate Queries in Word Slow to Refresh

6-28

The duplicate queries are

SmartView14446361770

and

SmartView14446541490

You can run the Visual Basic macro below to remove the duplicate queries:

Sub DeleteExtraQueries()

' DeleteExtraQueries Macro

Dim queriesName As Variant

Dim uniqueQueriesName As New Collection

Dim varName, newList As String

Chapter 6

Duplicate Queries in Word Slow to Refresh

6-29

Set vars = ActiveDocument.Variables

For i = 1 To vars.Count

varName = vars.Item(i).Name

If Not StrComp(vars.Item(i).Name, "SV_QUERY_LIST", vbTextCompare)

Then

List = vars.Item(i).Value

queriesName = Split(List, "<|>")

On Error Resume Next

For Each queryName In queriesName

uniqueQueriesName.Add queryName, queryName

newList = ""

For Each queryName In uniqueQueriesName

newList = newList & queryName & "<|>"

newList = Left(newList, Len(newList) - 3)

vars.Item(i).Value = newList

End If

End Sub

After running the macro, the two queries,

SmartView14446361770

and

SmartView14446541490

, appear only once in Document Contents:

Custom Styles and Merged Cells in Forms

Excel formatting and custom styles are intended for use with static grids. When the

grid contains merged cells, then changing the POV can result in invalid formatting.

Other operations that can result in invalid formatting are:

• Changes to Suppression options

• Enabling or clearing the Repeat Member Labels options

Chapter 6

Custom Styles and Merged Cells in Forms

6-30

• Adding members to the form definition

After any of these operations, if you encounter an error, such as "We can't do that to a

merged cell" or invalid formatting with your form layout, try the following steps:

1. In the Planning ribbon, Formatting group, click Clear.

2. In the Formatting group, click Save.

3. Open the form on a new sheet.

Fixing Function Links on Machines where Smart View was

Reinstalled in a User-specified Location

When connected to an Oracle Smart View for Office provider, such as Tax Reporting in EPM

Cloud or Essbase in EPM System, and using functions on a machine where Smart View was

reinstalled in a different location (for example, originally Smart View was installed in the

default installation location and then, on the same machine, Smart View was reinstalled in a

user-specified, non-default location), the functions may not work correctly after reinstalling

Smart View. To fix this issue, perform the following steps:

1. In Excel, go to File, then Options, then Add-ins, then Excel Add-ins, and click Go.

2. In the Add-ins dialog, select the check box for Hstbar. This gives an error message

stating that "the HsTbar.xla file is not found in the location. Do you want to delete it?"

Click Yes to delete it.

3. Close and relaunch Excel.

4. Open the saved workbook and connect to the data provider.

5. In the Smart View ribbon, go to Functions, and then Fix Links.

Fix Links updates the function definitions.

Session Timeout when Connected Using Vanity URLs

You may experience a timeout error when trying to connect in Smart View using a vanity

URL. This issue is vendor-specific, as the timeout is occurring on the vanity URL provider.

The vendor is delivering the error message in this case.

Memory Error on Large Queries

Data source types: Oracle Essbase, Oracle Essbase

When running large MDX queries against an aggregate storage database, you may run in to

the following "out of server memory" error:

Chapter 6

Fixing Function Links on Machines where Smart View was Reinstalled in a User-specified Location

6-31

To resolve this issue, raise the limit in QUERYRESULTLIMIT in

essbase.cfg

. See

QUERYRESULTLIMIT in the Technical Reference for Oracle Analytics Cloud -

Essbase for instructions on this configuration setting.

Note:

The information in QUERYRESULTLIMIT applies to both Essbase and these

Essbase versions: 11.1.2.4.008, 11.1.2.4.505, and 11.1.2.3.508_22314799.

Issues with Dynamic Data Exchange Option in Excel

Various issues may arise when the Excel option, Ignore other applications that use

Dynamic Data Exchange (DDE), is selected. For example, there are problems

launching Excel, launching Excel files from outside of Excel, and using the Export in

Query Ready Mode option from a browser to export balances from Oracle Hyperion

Financial Reporting.

Workaround: Click the Microsoft Office Button (upper left corner of Excel), and then

click Excel Options. In the Advanced category, scroll down to the General options,

and then clear the Ignore other applications that use Dynamic Data Exchance

(DDE) check box. Restart Excel.

Performance and Memory Usage Considerations for Smart

View with Excel

Oracle Smart View for Office is a Microsoft Office add-in. As an add-in, it is loaded in

to the Microsoft Excel process. When a report is imported into Excel through Smart

View, the Excel process consumes memory and this can negatively impact

performance.

For example, instances of grids and forms, objects in the Undo buffer, XML parsing,

etc., will cause the Excel process to consume memory. Because of this, the Excel or

machine memory limit becomes the Smart View memory limit as well. This can

severely impact performance.

There is no memory configuration parameter in Smart View to manage this.

Excel 32-bit and 64-bit have different memory limits:

• For Excel 32-bit, the maximum memory limit, or RAM, is 2GB.

Chapter 6

Issues with Dynamic Data Exchange Option in Excel

6-32

Oracle testing showed that when Excel 32-bit memory usage reaches beyond 700 MB,

Excel can behave abnormally and can terminate unexpectedly.

• The 64-bit versions of Excel are not constrained to 2 GB of RAM, as are the 32-bit Office

applications.

For large reports, Oracle recommends using 64-bit Excel. Or consider reducing the data

being sent to Smart View by reducing the number of rows, columns, and POVs in the

reports.

Oracle suggests that you consider taking some or all of the actions listed below in an effort to

limit memory usage and improve performance.

The following actions can help to limit memory usage:

1. In the Smart View Options dialog box, Advanced tab, ensure that these options are

enabled:

• Reduce Excel File Size

• Improve Metadata Options

2. In the Options dialog box, Advanced tab, set Number of Undo Actions to '

' (zero), if

possible, or to a low number such as

3. Change Excel calculation from Automatic to Manual. Go to the Excel Formulas ribbon,

then select Calculation Options, and then select Manual.

4. In the Options dialog box, Formatting tab,

a. If you have selected the Use Excel Formatting option, then you should clear the

Move Formatting on Operations option.

b. Clear the Adjust Column Width option.

c. Clear the Retain Numeric Formatting option.

5. In the Options dialog box, Extensions tab, disable any unneeded extensions.

6. In Excel, to improve performance and stability, disable or uninstall any unused add-ins.

For example, disable or uninstall the Oracle Essbase Spreadsheet Add-in. Other possible

add-ins to disable or uninstall are, for example, Adobe PDF, WebEx, or Send to Bluetooth

7. Reduce the workbook size.

8. Limit the data imported to Excel:

a. Use prompts, filters, POVs, or other ways to reduce the data returned back to Smart

View.

b. Enable the Suppress Rows and Suppress Columns options in the Data Options

tab of the Smart View Options dialog box.

The following actions can help to improve performance, as well as limit memory usage:

1. In the Options dialog box, Advanced tab, set Number of Undo Actions to '

' (zero), if

possible.

2. In the Options dialog box, Member Options tab, ensure that these options are cleared:

• Preserve Formulas and Comments in ad hoc options

• Formula Fill

Clear these options only if you do not need to preserve formulas or comments during ad

hoc operations.

Chapter 6

Performance and Memory Usage Considerations for Smart View with Excel

6-33

Also, refer to the following documentation from Microsoft, "Excel 2010 Performance:

Performance and Limit Improvements":

http://msdn.microsoft.com/en-us/library/ff700514(v=office.14).aspx

Unbalanced Loads in Provider Services Clustered

Environments

In some Oracle Hyperion Provider Services clustered environments, if Oracle Smart

View for Office requests appear to be going to only one server in the cluster (that is,

the load is unbalanced), then try changing the Internet Properties security level to

Medium.

To do this, in the Control Panel, select Internet Options, and then select the Security

tab. Under Security levels for this zone, set the allowed level for the affected zone to

Medium.

Two-Way SSL and Problematic Certificates

If two-way SSL is set up with problematic certificates between Oracle Smart View for

Office and other Oracle Enterprise Performance Management System data providers,

Smart View will prompt for the client-side certificate with every request. For example,

the user will be prompted when connecting to the data source, connecting to an

application, connecting to a database, and at every refresh, submit, or zoom operation.

To avoid this situation, you must update the

properties.xml

file on each end user

machine to add the

clientCert

name tag. For example:

<cfg>

<url>http://server:port/workspace/SmartViewProviders</url>

</provider>

<extensionupdatelist>http://server:port/extensionupdatelist/

UpdateList.xml|%SVCLIENTINSTALLPATH%/extensions/UpdateList.xml</

extensionupdatelist>

<!-- Require Smart View to prompt the user for the client-side

certificate -->

</cfg>

Chapter 6

Unbalanced Loads in Provider Services Clustered Environments

6-34