1. User's Guide
  2. Smart View and Account Reconciliation
  3. Setting Up Account Reconciliation in Smart View
  4. Downloading and Running the Smart View Installer

Downloading and Running the Smart View Installer

To download and run the Oracle Smart View for Office installer:

  1. Start Account Reconciliation in a web browser, and log in with your Cloud EPM user name and password.
  2. In the upper-right corner of the Account Reconciliation web interface, select the arrow next to your user name to display the user menu, and then select Downloads.
  3. On the Downloads page, under Smart View, click Download From Oracle Technology Network.

    If a popup blocker message prevents you from continuing, follow the steps required for your browser to allow popups to display for the current web address.

  4. On the Oracle Smart View for Office information page on Oracle Technology Network, click Download Now.

    This action take you to the Oracle Software Delivery Cloud page.

    If prompted, provide your Oracle login credentials.

  5. On the Oracle Software Delivery Cloud page:
    1. Review the Oracle Gadgets License Agreement, and then select the I reviewed and accept the following license agreements check box.
    2. Select the Oracle Smart View for Office <version> check box.
    3. Under Platforms, you are required to select an option. However, there is only one Smart View executable file for all platforms, so Oracle recommends selecting the All option.
  6. Click Download, and follow the steps for your browser to download and save the file to a folder on your computer; for example, save the file to the Downloads folder.

    An Oracle Software Download Manager EXE file is downloaded to your computer.

  7. Double-click the EXE file to launch the Oracle Download Manager, then perform these steps:
    1. Under Destination click Browse and navigate to a folder for the Smart View download ZIP file, and then click Next.
    2. In the Status window, allow the ZIP file to download, and then click Open Destination to open the ZIP download location in File Explorer.
  8. In File Explorer, unzip the contents of the ZIP file, and then double-click SmartView.exe or right-click SmartView.exe and select Run as administrator to start the installation wizard.

    Note:

    Whenever possible, Oracle recommends using the Run as administrator command when installing Smart View.
  9. Select a destination folder for Smart View, and then click OK; for new installations, Smart View is installed by default in:

    C:/Oracle/SmartView

    Note:

    If you are upgrading an installation of Smart View, then the installer defaults to the folder where you previously installed Smart View.
  10. When installation is complete, click OK.

The tab for the Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

Continue the setup process with Creating Connections to Account Reconciliation.