1. User's Guide
  2. Smart View and Account Reconciliation
  3. Setting Up Account Reconciliation in Smart View
  4. Installing the Account Reconciliation Extension

Installing the Account Reconciliation Extension

This topic covers installing the Account Reconciliation extension from within Oracle Smart View for Office.

Before you begin this procedure, complete the steps in Creating Connections to Account Reconciliation.

Note:

You can also install the extension from the Account Reconciliation web interface. To install the extension from the web, see:

To install the Account Reconciliation extension from Smart View:

  1. From the Smart View ribbon, select Options, and then Extensions.

    Note:

    If the Extension Alerts dialog was displayed when you completed the steps in Creating Connections to Account Reconciliation, then you should already be in the Extensions tab of the Options dialog.

  2. Click the Check for Updates, New Installs, and Uninstalls link.
  3. In Select Location for Extension Updates, select the check box that corresponds to your Account Reconciliation connection, and then click Get Updates.

    The dialog box expands to display a message window providing you with the progress and status of the extension query.

  4. Click Close in the Select Location for Extension Updates dialog to return to the Extensions tab of the Options dialog.
  5. In the list of extensions in the Extensions tab, locate Reconciliation Compliance and click the Install link, The Install link with the red arrow next to it, to launch the installer.
  6. In the popup dialog asking "Apply this extension update?", click Yes, and then click OK to close the Options dialog, Extensions tab.

    A dialog display the progress of the extension installation.

  7. In the message dialog informing you that the installation is successful and instructing you to restart Office, click OK, and then close and restart Office.

For more information on extension installation in Smart View, see the following topics:

After completing the procedure in this topic, you are ready to begin using the Reconciliation Compliance extension with Smart View.