GUID
GUID
GUID
Release 22.100
F56506-06
March 2023
Oracle Smart View for Office Installation and Configuration Guide, Release 22.100
F56506-06
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Contents
Documentation Accessibility
Documentation Feedback
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
iv
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
v
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
vi
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility
Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Access to Oracle Support
Oracle customers that have purchased support have access to electronic support through My
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or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.
vii
Documentation Feedback
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
epmdoc_ww@oracle.com.
viii
1
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
2
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
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
Chapter 2
Installation Guidelines
Table 2-1 Installation Guidelines for System, Admin, and Non-Admin Users
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.
2-2
Chapter 2
Installation Guidelines
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 /s 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 or
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.
2-3
Chapter 2
Installation Guidelines
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).
2-4
Chapter 2
Installation Guidelines
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.
2-5
Chapter 2
Installing from My Oracle Support or Oracle Technical Resources
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.
2-6
Chapter 2
Installing Browser Add-ons
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 or C:\Program Files (x86).
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.
2-7
Chapter 2
Installing Browser Add-ons
Table 2-2 Browser Add-on Requirements for Drill-Through and Web Launch
Note:
Requires
installing
Chrome
extension
version 22.200
by December
31, 2022.
Note:
Requires
installing
Chrome
extension
version 22.200
by December
31, 2022.
2-8
Chapter 2
Installing Browser Add-ons
Table 2-2 (Cont.) Browser Add-on Requirements for Drill-Through and Web
Launch
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
more
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
2-9
Chapter 2
Installing Browser Add-ons
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.
2-10
Chapter 2
Installing Browser Add-ons
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
2-11
Chapter 2
Installing Browser Add-ons
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.
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.
2-12
Chapter 2
Installing by Autodeployment in EPM System
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.
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.
2-13
Chapter 2
Installing by Autodeployment in EPM System
smartview.webservice.autodeploy.force=true
smartview.webservice.autodeploy.warn=true
SMART_VIEW_FORCE_INSTALL=true
SMART_VIEW_DISPLAY_WARNING=true
C:\Oracle\Middleware\EPMSystem11R1\common\epmstatic\wspace\SmartView
<installFile>
/epmstatic/wspace/SmartView/SmartView.exe
</installFile>
2-14
Chapter 2
Installing by Autodeployment in EPM System
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:
<installFile>
/epmstatic/wspace/SmartView/SmartView.exe
</installFile>
<installFile>
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
2-15
Chapter 2
Installing by Autodeployment in EPM System
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.
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 or C:\Program
Files (x86).
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.
2-16
Chapter 2
Installing from EPM Workspace
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.
2-17
Chapter 2
Installing from Oracle BI EE
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 or C:\Program
Files (x86).
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.
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.
2-18
Chapter 2
Installing from Oracle BI EE
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>
<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>
<CatalogPath>/example/path/work/abc/instances/instance1/bifoundation/
OracleBIPresentationServicesComponent/coreapplication_obips1/catalog/
SampleApp</CatalogPath>
<DSN>AnalyticsWeb</DSN> <SmartViewInstallerURL>\
\myserver\downloads\smartview.exe</SmartViewInstallerURL>
2-19
Chapter 2
Running Command Line or Silent Installations
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.
2-20
Chapter 2
Running Command Line or Silent Installations
• Oracle recommends ensuring that all Microsoft Office processes are terminated on the
machines where a silent installation or upgrade will be running. In Windows Task
Manager, the Office processes to check for and terminate are Excel, Word, PowerPoint,
and Outlook.
Table 2-3 Options for Command Line and Silent Installations of Smart View
Option Usage
/v "command line options" Specifies command line options to be passed to
the Smart View MSI installer.
For example, to specify the installation directory,
use:
/v "INSTALLDIR=<target_path>"
/v "l*v <log_file_path_and_name>"
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
or C:\Program
Files (x86).
2-21
Chapter 2
Running Command Line or Silent Installations
Table 2-3 (Cont.) Options for Command Line and Silent Installations of Smart View
Option Usage
/a Extracts the MSI file.
/Office=64 Installs or uninstalls only the 64-bit version of
Smart View
/Office=32 Installs or uninstalls only the 32-bit version of
Smart View
/i Specifies the path to the extension installer:
For example:
svlaunch.exe /i
C:\Oracle\SmartView\extensions\SVFMJo
urnalInstaller.svext
Note:
2-22
Chapter 2
Running Command Line or Silent Installations
Silent:
SmartView.exe /s
Command line:
SmartView.exe
SmartView.exe /s /v "INSTALLDIR=<target_path>"
For example:
SmartView.exe /s /v "INSTALLDIR=D:\SmartView"
Command line:
SmartView.exe /v "INSTALLDIR=<target_path>"
For example:
SmartView.exe /v "INSTALLDIR=D:\SmartView"
Command line:
2-23
Chapter 2
Running Command Line or Silent Installations
For example:
Command line:
For example:
Command line:
For example, after a typical Oracle Smart View for Office installation, Smart View is
installed on C:\Oracle\SmartView. In this installation, the extensions included with
Smart View are located in C:\Oracle\SmartView\extensions. Using the command
2-24
Chapter 2
Exporting Default Smart View Options
above, an admin can silently install the Oracle Journals extension using the following
command:
svlaunch.exe /i C:\Oracle\SmartView\extensions\SVFMJournalInstaller.svext
After installation, the extension files are located on the user's machine here:
%APPDATA%\Oracle\SmartView\extensions\Bin
Note:
The following options cannot be exported:
• All options under Cell Styles tab and Extensions tab
• Following options under Advanced tab:
– Shared Connections URL
– Log Message Display
– Show Diagnostics Group on Smart View Ribbon
– Disable Smart View in Outlook
– Reduce Excel File Size
– Improve Metadata Storage
• The Member Display Name option under Member Options tab
2-25
Chapter 2
Downloading Help for Local or Web Server Installation
2-26
Chapter 2
Uninstalling Smart View
Note:
Non-admin users are not authorized to install Smart View in the C:\Program Files
or C:\Program Files (x86) folders. If a non-admin user has installed in one of
those folders, or any folder with spaces in the name, the SmartView folder will be
left in the <installation location>\Oracle\ folder, and the properties.xml and
SVCRecentlyUsedItems.info files will be left in the
C:\Users\<user>\AppData\Roaming\Oracle\SmartView folder. These files will need
to be deleted manually. Or, an administrator can run a silent uninstall, which will
remove all files.
To uninstall extensions, see Uninstalling Extensions in the Oracle Smart View for Office
User's Guide .
To uninstall Smart View:
1. Before you begin, close all Office applications.
2. In your Windows system Control Panel, click Programs and Features.
3. Locate and select the version of Smart View that applies to your installation:
• Oracle Smart View 32-bit for Office
• Oracle Smart View 64-bit for Office
4. Click Uninstall.
2-27
3
Administering Extension Installations and
Updates
Related Topics
• About Extension Installations and Updates
• Configuring Manual Extension Updates
• Configuring Auto-Update Extensions
• Administering Extensions When Using Mozilla Firefox
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
Chapter 3
Configuring Manual Extension Updates
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 .
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.
3-2
Chapter 3
Configuring Manual Extension Updates
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:
http://server:port/epmstatic/smartview/Client/UpdateList.xml
Note:
In 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:
<update>
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>
3-3
Chapter 3
Configuring Manual Extension Updates
<update>
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>
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:
<!--
<extension>
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.
3-4
Chapter 3
Configuring Manual Extension Updates
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
3-5
Chapter 3
Configuring Auto-Update Extensions
3-6
Chapter 3
Configuring Auto-Update Extensions
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:
<!--
<extension>
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.
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
3-7
Chapter 3
Administering Extensions When Using Mozilla Firefox
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.
<update>
<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>
3-8
4
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
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
Chapter 4
Setting Up the Shared Connections XML File
Caution:
The procedures in this chapter should be completed by the Smart View
administrator.
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.
<res_GetProvisionedDataSources>
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:
4-2
Chapter 4
Setting Up the Shared Connections XML File
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.
4-3
Chapter 4
Setting Up the Shared Connections XML File
4-4
Chapter 4
Setting Up the Shared Connections XML File
Oracle Hyperion Reporting and Analysis Framework, Reporting Settings (for on-premises
Release 11.1.2.4.9xx and later)
Oracle Hyperion Reporting and Analysis (for on-premises Release 11.1.2.4.7xx and
earlier)
Oracle BI EE
5. Optional: If you are planning to access help locally or from an internal URL, add an entry
for locating the help:
4-5
Chapter 4
Setting Up the Shared Connections XML File
<helpurlcontext>file:///parent_language_folder_path/</
helpurlcontext>
For example:
<helpurlcontext>file:///C:/Oracle/SmartView/smartview_help/</
helpurlcontext>
<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 <helpurlcontext> tag, the help location you specify overrides
the default or modified location specified in the <helpurlcontext> 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):
For example:
<UPK>http://download.abcxyzco.com/ocomdocs/PlayerPackage/data/
toc.html</UPK>
</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.
4-6
Chapter 4
Setting Up the Shared Connections XML File
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.
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
http://<webServerHost>:<webServerPort>/SmartViewDataSources/
SmartViewProviders.xml
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:
4-7
Chapter 4
Connection File Syntax and 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.
4-8
Chapter 4
Connection File Syntax and Example
</Product>
4-9
Chapter 4
Connection File Syntax and Example
</res_GetProvisionedDataSources>
4-10
Chapter 4
Connection File Syntax and Example
4-11
Chapter 4
Connection File Syntax and Example
<helpurlcontext>http(s)://<webServerHost>:<port>/user_documentation/
smartview_help/</helpurlcontext>
<UPK>http(s)://download.<webServerHost>/ocomdocs/PlayerPackage/data/
4-12
Chapter 4
Connection File Syntax and Example
toc.html</UPK>
</res_GetProvisionedDataSources>
4-13
5
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
Note:
Depending on your requirements, you may also want to specify the
<helpurlcontext> 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.
5-1
Chapter 5
Setting Up Help Locally or on a Web Server
C:\Oracle\SmartView\
The extraction adds an additional folder named smartview_help. The result is:
C:\Oracle\SmartView\smartview_help
http://webServerHost:webServerPort/pathToHelpFiles
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
5-2
Chapter 5
Setting Up Help Locally or on a Web Server
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>
5-3
Chapter 5
Optional Local Help Configuration via the Shared Connections XML File
• 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.
<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.
5-4
6
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
Chapter 6
Diagnostics Tools and 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.
6-2
Chapter 6
Installation and Languages
• 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 .
6-3
Chapter 6
Windows, Office, and Smart View Locale Settings
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.
Oracle advises that you do not install in Smart View in the Program Files or Program
Files (x86) folder.
6-4
Chapter 6
Microsoft Office 365 ProPlus Support
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:
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.
6-5
Chapter 6
Failure Connecting to Oracle Analytics Cloud
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.
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.
6-6
Chapter 6
Failure Connecting to Oracle Analytics Cloud
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)
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.
6-7
Chapter 6
Ribbons Not Selectable After Installation
Testing, this key change should result in Smart View users being able to successfully
and consistently log in to Oracle Analytics Cloud.
6-8
Chapter 6
Spreading Issue, Smart View Installation, and HsSpread.dll
• Rewrite macros in a way that prevents Smart View from trying to write in password-
protected worksheets.
Register HsSpread.dll
To register the HsSpread.dll with Windows:
6-9
Chapter 6
Smart View Ribbon Fails to Display After Non-Admin Installation
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
6-10
Chapter 6
Error When First Launching Excel After Installing Smart View
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.
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Chapter 6
Issues When Starting Excel in Automation Mode
[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 0 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.
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.
6-12
Chapter 6
Diagnosing Login Issues
Note:
If a zero value is entered, then this option is disabled.
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.
6-13
Chapter 6
Clearing Smart View Cookies
C:\User\<user>\AppData\Local\Microsoft\Windows\INetCache
6-14
Chapter 6
Problem Opening Files in Excel
8. Restart Office, select a data provider, and provide your login credentials when prompted.
C:\Users\User_Name\AppData\Roaming\Microsoft\Excel
6-15
Chapter 6
Enabling and Disabling Smart View and Other Office Add-ins
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.
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Chapter 6
Disabling the Smart View Add-on in Apps Other than Excel
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
in
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Chapter 6
Errors when Launching Office after Installing Smart View
When LoadBehavior is set to 0, 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 3. This will cause the Smart View add-
on to be loaded when restarting the Office application.
If you see this message, click OK in the error message box. Excel and Smart View will
then work properly.
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Chapter 6
Extension Installation from EPM Cloud and Message Window Focus
6-19
Chapter 6
Slowness with Extension Options Dialog Box
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.
To rename the Excel15.xlb file, see Renaming or Deleting the Excel xx.xlb File.
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Chapter 6
Add-ins Menu Still Displays After Smart View Uninstall
To rename the Excelnn.xlb file, see Renaming or Deleting 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.
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Chapter 6
Extension Updates and Outlook
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.
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Chapter 6
Uninstallation Process Stops Responding
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.
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Chapter 6
Excel Looks for HsTbar.xla File After Uninstall
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.
Delete the OPEN and OPEN4 entries, and then rename the remaining entries as
follows, maintaining their sequential order:
• Rename OPEN1 to OPEN
• Rename OPEN2 to OPEN1
• Rename OPEN3 to OPEN2
• Rename OPEN5 to OPEN3
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Chapter 6
Connection Error
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.
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Chapter 6
Drill-through with Chrome: Blocklist and Allowlist for Native Messaging
This is required for Oracle Smart View for Office integration with Oracle Access
Manager to work.
Note:
6-26
Chapter 6
Flickering Issues on Office 2013 and Office 2016
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.
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
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Chapter 6
Duplicate Queries in Word Slow to Refresh
HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Internet
Settings
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Chapter 6
Duplicate Queries in Word Slow to Refresh
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
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Chapter 6
Custom Styles and Merged Cells in Forms
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, "<|>")
Next
End Sub
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Chapter 6
Fixing Function Links on Machines where Smart View was Reinstalled in a User-specified Location
6-31
Chapter 6
Issues with Dynamic Data Exchange Option in Excel
Note:
The information in QUERYRESULTLIMIT applies to both Oracle Analytics
Cloud - Essbase and these Essbase versions: 11.1.2.4.008, 11.1.2.4.505,
and 11.1.2.3.508_22314799.
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Chapter 6
Performance and Memory Usage Considerations for Smart View with Excel
6-33
Chapter 6
Unbalanced Loads in Provider Services Clustered Environments
Clear these options only if you do not need to preserve formulas or comments
during ad hoc operations.
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
<cfg>
<provider>
<url>http://server:port/workspace/SmartViewProviders</url>
</provider>
<helpurlcontext></helpurlcontext>
<extensionupdatelist>http://server:port/extensionupdatelist/
UpdateList.xml|%SVCLIENTINSTALLPATH%/extensions/UpdateList.xml</
extensionupdatelist>
<!-- Require Smart View to prompt the user for the client-side
certificate -->
<clientCert name="PROMPT-ONLY"/>
</cfg>
6-34