Oracle® CloudDeploying and Administering Oracle SmartView for Office (Mac and Browser)

F17311-07

Oracle Cloud Deploying and Administering Oracle Smart View for Office (Mac and Browser),

F17311-07

Copyright © 2019, 2020, Oracle and/or its affiliates.

Primary Author: EPM Information Development Team

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Contents

Documentation Accessibility

Documentation Feedback

1 Overview

Prerequisites 1-1

2 Creating and Saving the Manifest File

3 Customizing the Manifest File

4 Deploying the Manifest File to Office 365 Users

5 Sideloading and Logging In

Mac: Sideloading on Excel 365 and Logging In 5-1

Chrome: Sideloading and Logging In 5-3

6 Tips and Troubleshooting

Library Folders Do Not Display in Home Panel (Clear Storage Option) 6-1

Disabling the Popup Blocker on Chrome 6-3

Clearing the Chrome Browser Cache 6-3

Clearing the Office Cache on a Mac 6-4

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1Overview

The Smart View add-in for Mac and Browser allows Office 365 users to takeadvantage of Smart View functionality on the browser-based version of Excel 365 oron Excel 365 for Macs.

To use the Smart View add-in for Mac and Browser, you first create a “manifest file.”Smart View provides a utility to help you quickly create this manifest file.

You can "sideload" the manifest file to your Mac or browser and then run Smart Viewfor Office for testing purposes. After testing, you can then deploy the manifest file toyour Office 365 users.

The procedures in this document will show you how to:

• Create a manifest file for the Smart View add-in for Excel 365 on Mac and browser

• Deploy the add-in to a Mac or browser for initial development and testing using“sideloading”

• Deploy the add-in to your Office 365 users using Microsoft’s “CentralizedDeployment” wizard

Prerequisites• You are using either:

– Excel 365 on a Mac

– Excel 365 on Chrome

• You have administrator privileges on the environment to which you want toconnect

• Your environment is updated to at least 19.02

• You’re working in the test environment

• You have Office 365 users provisioned in your organization

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2Creating and Saving the Manifest File

Office 365 uses the Smart View manifest file to present users with a Smart View ribboncontaining buttons and menu commands.

To create a Smart View manifest file for Office 365:

1. Create a folder on your local drive for storing manifest files.

2. Log in to your environment; for example, if you are a Planning serviceadministrator, log in to your Planning environment.

3. Once logged in, go to the manifest page by manually changing the URL to thefollowing:

https://serviceURL/HyperionPlanning/CreateManifest.html

4. Make a selection under Select business process to create manifest.

For this example, we’re going to select Planning. Selecting Planning will give youall available ribbon commands for Planning.

In Figure 1, after selecting Planning, we see a scrollable list of available ribboncommands for Planning .

Additionally, we see the following:

• Server URL—Pre-populated with information for the server you logged in toearlier. The example shows a generic URL.

• Domain URL—Blank by default, but can be used to add domain URLs whenmore than one is configured (see the next step).

• App Domains—Lists the default login domain URL, derived from the entry inServer URL.

• Add-in Name—Contains Smart View by default. This is the name that willappear in the ribbon tab in your Office 365 application on the Mac or in abrowser. You can change this name as you require.

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Figure 2-1 Example CreateManifest.html Page

5. Optional: If your environment uses more than one login domain, enter the URL inDomain URL, and then click Add.

The domainURL is equal to <dataCenter>.oraclecloud.com. To form your URL,use this syntax:

https://login.<dataCenter>.oraclecloud.comAfter you click Add, the new login domain is added to the Apps Domain list.

6. Optional: Customize the manifest file.

Complete the procedure in Customizing the Manifest File, then continue with thenext step.

Note:

If you plan to use the Admin Extension functionality Oracle Smart Viewfor Office (Mac and Browser), be sure to select the Dimension Editorgroup options, including the Update option.

7. Click Create Manifest.

At the prompt, enter a name for the manifest file and choose a location to save it.

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Note:

Do not include spaces in the manifest file name.

By default, the manifest file is saved to the location you’ve specified as thedownload location for your browser; typically, the Downloads folder.

8. Move the manifest file you just created from Downloads to the folder you createdearlier for storing manifest files.

9. Continue with Deploying the Manifest File to Office 365 Users.

Alternatively, to test before deploying, see Sideloading and Logging In.

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3Customizing the Manifest File

You can customize the manifest file to remove items from the ribbon, rename itemson the ribbon, rearrange the order of items on the ribbon, add items to the right-clickcontext menu, and rename the ribbon.

You can also enable:

• Smart View functions on ad hoc sheets

• Admin Extension functionality, including application creation and dimension editing

Note:

If you plan to enable Admin Extension functionality, you mustdeploy or side load a manifest file that includes the DimensionEditor ribbon options. The Dimension Editor options give you bothdimension management and application management capabilities. Toavoid confusion for Oracle Smart View for Office (Mac and Browser)users, Oracle recommends that you deploy or side load a custommanifest file exclusively for Service Administrators that includes theDimension Editor options.

To customize the manifest file:

1. Before you begin, complete steps 1 through 4 in Creating and Saving the ManifestFile.

2. Perform the customizations you require (all customizations are optional):

a. To remove items from the ribbon, clear the check box next to the menu item.

You can clear an entire group, subgroup, or individual items from a group.Note that if you clear a group or subgroup item, then all items under theselected level are also cleared.

For example, to remove the Calculate group, including the subitemsBusiness Rules and Rules on Form, clear the Calculate check box:

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b. To rename menu items:

i. Select a menu item in the list.

ii. In the Selected item text box, type the new name for the menu item, andthen click the Rename button.

For example, in the Ad Hoc group, we changed the default name of thePOV ribbon item to Point of View. After clicking Rename, we see the newname in the list of menu items:

When the manifest file is deployed, the POV ribbon menu item will now belabeled Point of View.

c. To rearrange the order of items on the ribbon, select a group, subgroup, orindividual item, and then click the up or down arrows to move the item to thenew position.

For example, to move the Calculate group items directly after the Refreshoption within the Data group, select Calculate (the subitems are selectedautomatically), and click the up arrow twice:

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The Calculate group options are now listed under Refresh, and will appearafter the Refresh option in the Smart View ribbon.

The order of ribbon menu items is very flexible. You can move subgroups orindividual group items to other groups, or rearrange the order of main groups.

d. To add items to the right-click context menu, select the item in the list and thenselect the Add selected item to Context Menu check box.

Items selected for the context menu appear in purple italicized and underlinedtext. The right-click context menu is a convenient way to access frequently-used menu items.

In the following example, you can see that the Zoom In to Next Level andZoom Out to Next Level commands have been added to the context menu:

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To remove a context menu item, select the item in the list (it should be inpurple italicized and underlined text), and then clear the Add selected item toContext Menu check box. The item returns to normal text and will be placedon the ribbon. If you do not want the item on the ribbon, clear the check boxfor that item.

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Note:

If you clear only the check box in the list for a previously-selectedcontext menu item, the item will still appear in the context menu. Inthe following example, the Next Level option will still appear in thecontext menu. You must select the item in the list, and then clearthe Add selected item to Context Menu check box to remove itemsfrom the context menu.

Optionally, after clearing both check boxes, select the menu itemcheck box again to add it back to the ribbon. In the example, youwould select the Next Level check box again to add it back to theribbon.

e. To use Admin Extension functionality in Smart View, be sure to select theDimension Editor group options, including the Update option, located nearthe bottom of the list of options.

The Dimension Editor options gives you access to dimension managementand application management functionality. Oracle recommends that youdeploy or side load a separate custom manifest file exclusively for ServiceAdministrators that includes the Dimension Editor options.

f. To give users the ability to use the Smart View HsGetValue and HsSetValuefunction, select the Include Functions support check box.

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g. To rename the ribbon tab, type the new name in the Add-in Name text box.

Note:

The ribbon name is limited to 24 characters.

The default name is Smart View.

3. When you’ve finished your customizations, return to step 6 in Creating and Savingthe Manifest File.

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4Deploying the Manifest File to Office 365Users

The procedure in this section assumes that you have completed the steps in Creatingand Saving the Manifest File and that you are ready to begin deployment to your Office365 users.

Important! Before deploying the Oracle Smart View for Office (Mac and Browser)add-in to your Office 365 users, you should first sideload the add-in in order to performyour own testing and development tasks. For more information, see:

• Chrome: Sideloading and Logging In

• Mac: Sideloading on Excel 365 and Logging In

Note:

If the "Include Functions support" option is enabled in the manifest file, usersmust clear their cache before deployment. See Clearing the Office Cache ona Mac and Clearing the Chrome Browser Cache for more information.

To deploy Smart View to your Office 365 users:

1. Log in to Office 365 and click the Admin link to access the Microsoft 365 AdminCenter.

2. In the left panel, go to Settings, then Services & add-ins.

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3. On the Services & add-ins page, click Deploy Add-In.

4. In the New Add-In, Centralized Deployment wizard, click Next.

5. In the second page of the wizard, select I have the manifest file (.xml) on thisdevice, then click Browse, then navigate to the location of the saved manifest fileand select it, then click OK, and then click Next.

In this example, we navigated to a locally-saved manifest file calledsv365_pbcs.xml.

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6. Specify who should have access to the Smart View add-in for Office 365, and thenclick Deploy now.

You can choose to deploy to all Office 365 users, specific users of groups that youhave already defined, or just to yourself.

Note that if you choose Specific users/groups, a search box is displayed toassist you in adding users or groups.

For this example scenario, we’ll select Just me.

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After clicking Deploy Now, the deployment is processing.

You’re now moving to step 2 of the deployment wizard; a status screen isdisplayed:

When the deployment is finished, a green check mark should appear in step 2 ofthe deployment.

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7. Click Next.

You're now in the final step (step 3) of the deployment. Because we chose Justme earlier, you now have the option of adding more users to the deployment:

This screen is displayed if you selected Everyone or Specific users/groupsearlier, giving you the option of reviewing a sample email announcement for theSmart View add-in users.

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8. Click Close.

Optionally, if you chose to deploy to other users, click the Get sample mail linkto view a suggested email text that you can send to users to announce the newOracle Smart View for Office add-in for Office 365.

If you deployed to other users, they should see the Smart View ribbon the next timethey log into Office 365 and launch Excel on a Mac or in a browser.

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5Sideloading and Logging In

Related Topics

• Mac: Sideloading on Excel 365 and Logging In

• Chrome: Sideloading and Logging In

Mac: Sideloading on Excel 365 and Logging InSideloading on the Mac is a way for you to test the Oracle Smart View for Office (Macand Browser) add-in before deploying it to a wider audience.

See:

• Sideloading on Excel 365 on a Mac

• Logging in to Smart View on Excel 365 on a Mac

Sideloading on Excel 365 on a Mac

For Excel 365 running on a Mac, you can use the manifest file you created in Creatingand Saving the Manifest File to sideload the Smart View add-in.

Note:

Oracle requires that you clear the Office cache before sideloading a manifestfile. See Clearing the Office Cache on a Mac for more information.

Use this procedure for your personal testing. To sideload the manifest file on Excel 365on a Mac:

1. Copy the manifest file you saved in Creating and Saving the Manifest File to thislocation:

/Users/<user>/Library/Containers/com.microsoft.Excel/Data/Documents/wef

If the wef folder does NOT exist in this location, then create it.

2. Launch Excel 365.

3. Select the Insert tab.

4. In the My Add-ins drop-down menu, click the arrow (shown circled below) and,under Developer Add-ins, select Smart View.

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The Smart View ribbon tab should now appear in Excel.

5. In the confirmation message, click Got It.

Note:

When sideloading on the Mac, you will need to add the Smart Viewadd-in each time you launch Excel 365.

6. Continue with Logging in to Smart View on Excel 365 on a Mac.

Logging in to Smart View on Excel 365 on a Mac

Once you’ve completed the steps in Sideloading on Excel 365 on a Mac and addedthe Smart View add-in to Excel 365, you can log in to your environment.

To log in to your environment:

1. In the Smart View ribbon, click Home.

In the Home panel, the Oracle Cloud login dialog is displayed.

2. Enter your user name and password in the login dialog and click Go.

You’re now connected to the environment. You’ll see the environment libraryfolders and cubes in the Home panel.

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Chrome: Sideloading and Logging InSideloading on a browser is a way for you to test the Oracle Smart View for Office(Mac and Browser) add-in before deploying it to a wider audience.

See:

• Sideloading on Chrome

• Logging in to Smart View on Excel 365 on Chrome

Note:

The steps in this section are for enabling Smart View in Chrome. Instructionsfor other browsers to be provided in a future update.

Sideloading on Chrome

In this procedure, you’ll learn how to quickly sideload the Smart View ribbon in to Excel365 running on the Chrome browser.

Note:

Oracle requires that you clear the browser cache before sideloading amanifest file. See Clearing the Chrome Browser Cache for more information.

The steps in this procedure assume that you have not previously deployed Smart Viewor that you have cleared the browser cache before you begin..

To sideload the manifest file on Chrome:

1. Launch Chrome.

2. Log in to the EPM Cloud web application in your test environment before loggingin to Office 365 and Smart View.

For example, if you created a manifest file while logged in to an environmentcalled “pbcspod,” then launch PBCS on pbcspod and log in.

Note:

You must run the service in the browser before logging in to Smart View.

3. Open another tab in the browser and log in to portal.office.com using your Office365 credentials.

4. Click on Excel.

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5. On the Welcome to Excel page, click on New blank workbook.

6. Go to the Insert ribbon, then Office Add-ins, then Manage My Add-ins, and thenUpload My Add-in.

Note:

Non-admin users will go to the Insert ribbon, then Office Add-ins, andthen Upload My Add-in.

7. Browse to location of the manifest file you created in Creating and Saving theManifest File.

8. Select the manifest XML file you created and click Upload.

You’ll see the tab for the Smart View ribbon and, because you logged in to theenvironment in step 2, you should also see your environment’s library folders andcubes in the Smart View Home panel.

Logging in to Smart View on Excel 365 on Chrome

If you are continuing with login immediately after sideloading the Smart View add-in, then you should already be logged in to an Oracle Enterprise PerformanceManagement Cloud service, such as Planning.

If you sideloaded the Smart View add-in in an earlier session, and are not alreadylogged in to an EPM Cloud cloud service, then complete the following procedure to login to Office 365, your EPM Cloud service, and Smart View.

1. In Chrome, log in to the EPM Cloud web application in your test environmentbefore logging in to Office 365 and Smart View.

For example, if you created a manifest file while logged in to an environmentcalled “pbcspod,” then launch Planning on pbcspod and log in.

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Note:

You must have the service running in the browser before logging in toSmart View.

2. Open another tab in the browser and log in to portal.office.com using your Office365 credentials.

3. Click on Excel.

4. On the Welcome to Excel page, click on New blank workbook.

5. Select the Smart View ribbon.

6. Click Home to launch the Smart View Home panel.

You should already be logged in to the environment and see the environmentlibrary folders and cubes in the Home panel.

If the Home panel is grayed out, this is a temporary bug. Perform these steps:

a. Acknowledge the error messages; that is, let the panel time out and click theRetry button, and then time out again and click the Start button.

The Home panel should no longer be gray.

b. Log in using your credentials for the environment.

You'll see the web page for the provider in the panel.

c. Close the panel.

d. Click the Home button again.

You’re now connected to the environment and should now see theenvironment’s library folders and cubes in the panel.

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6Tips and Troubleshooting

Related Topics

• Library Folders Do Not Display in Home Panel (Clear Storage Option)

• Disabling the Popup Blocker on Chrome

• Clearing the Chrome Browser Cache

• Clearing the Office Cache on a Mac

Library Folders Do Not Display in Home Panel (ClearStorage Option)

After login, sometimes the Library folder for your application does not appear in theHome panel. For example:

If the Library folder for your application do not display in the Home panel after loggingin, try this procedure to clear Smart View cache:

1. In the Smart View ribbon, click the Options button:

2. In the Settings tab of the Options panel, click Clear Storage.

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3. Exit and then relaunch Excel 365 on the Mac or browser.

If you have sideloaded the Smart View add-in on Excel 365 on the Mac, then youmust perform the sideload again. In Excel 365, go to Insert, then My Add-ins, andthen select Smart View from the drop-down list. Click Got It to confirm.

4. Select the Smart View ribbon, and then select Home.

The Library folder is displayed in the Home panel along with the application cubes.

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Disabling the Popup Blocker on ChromeTo use drill-through, you must disable the Chrome popup blocker for your environment.

To disable the Chrome popup blocker:

1. Click the Chrome menu (the three dots icon, ) on the browser toolbar.

2. Select Settings.

3. Scroll down the page and click Advanced to see more settings.

4. In the Privacy and security section, click , for Site Settings.

5. In the Pop-ups and redirects section, click .

6. Under Allow, click Add.

In the Add a site dialog, enter the URL for the environment; for example:

https://<<your env name>>.oraclecloud.com

7. Click Add.

The URL should appear in the list under Allow.

Clearing the Chrome Browser CacheClear the browser cache before sideloading or deploying a modified or updatedmanifest file in the following cases:

• If you have previously sideloaded the Smart View add-in an earlier session.

• If the "Include Functions support" option is enabled in the manifest file, your OracleSmart View for Office (Mac and Browser) users must clear their browser cache toavoid seeing this error:

There was an issue installing custom functions in this add-in. Please try to install this add-in again. If this issue persists, please visit: https://aka.ms/customfunctions-troubleshooting

To clear the cache in Chrome:

1. Launch Chrome.

2. Click the Chrome menu (the three dots icon, ) at the right of the Chrome screen:

3. Select More tools, and then Clear browsing data.

4. Click the Advanced tab, and make these selections:

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5. Click Clear data.

6. Relaunch Chrome.

Clearing the Office Cache on a MacClear the Office cache for Excel on a Mac before sideloading or deploying a modifiedor updated manifest file in the following cases:

• If you have previously sideloaded the Smart View add-in an earlier session.

• If the "Include Functions support" option is enabled in the manifest file, your OracleSmart View for Office (Mac and Browser) users must clear their Office cache.

To clear the Office cache for Excel on a Mac:

1. Close all Office applications.

2. Delete the contents of the following folder:

/Users/{your_name_on_the_device}/Library/Containers/com.Microsoft.OsfWebHost/Data/

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If that folder does not exist on your Mac, then check your system for the followingfolder locations and, if found, delete their contents:

~/Library/Containers/com.microsoft.excel/Data/Library/Caches

~/Library/Containers/com.microsoft.excel/Data/Library/Application Support/Microsoft/Office/16.0/Wef

com.microsoft.Office365ServiceV2/Data/Caches/com.microsoft.Office365ServiceV2/

For more information, go to Clear the Office cache and see "Clear the Office cacheon Mac."

3. Restart Excel and re-sideload the manifest file (described in Mac: Sideloading onExcel 365 and Logging In).

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