About Saving Office Documents to Cloud EPM from Smart View

In Oracle Smart View for Office, you can save Microsoft Office documents (Word, Excel, and PowerPoint files) to the Cloud EPM Library. You can also download saved files from the library.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting

Note:

In the topics on saving Office documents, Cloud EPM Platform refers to these business processes: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, and Tax Reporting.

Users often share Office documents by emailing them or saving them to an internal location. Storing files in the Oracle Fusion Cloud Enterprise Performance Management Library gives users another option for saving files in a central location and facilitates sharing documents with other users. Users can also download saved files from the library.

In order to view the folders and files under the Documents node in the Smart View Panel, users must be connected to their Cloud EPM business process. If users are not already connected, they will be prompted to sign in when using the Save or Save As options.

See Saving Office Documents to Cloud EPM Library Using Smart View

Guidelines about Documents, Folders, and Access

Cloud EPM Platform:
- You must have the Service Administrator or Power User role in order to save documents to Cloud EPM.
- Any Word, Excel, or PowerPoint file that is up to 20 MB in size can be saved to the Cloud EPM Library. The files do not need to be related in any way to a Cloud EPM business process.
Cloud EPM Service Administrators:
- Smart View requires Write access to the <Smart View Install>/cfg folder, properties.xml file during runtime. An "Access Denied" error may occur when attempting to save if users do not have permission to write to this folder and file.
- You can limit access to the Save and Save As options by configuring the enableLibrary property in the properties.xml file, described in Managing Access to Office Documents in Cloud EPM Library
- Using an EPM Automate command or REST API, you can enable virus scan on Office documents saved to the Cloud EPM Library from Smart View. Enabling virus scanning helps you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment. See:
  - Virus Scan on Uploaded Files in OCI (Gen 2) Environments in Getting Started Guide for Administrators
  - Working with EPM Automate:
    - getVirusScanOnFileUploads
    - setVirusScanOnFileUploads
  - REST APIs for Oracle Fusion Cloud EPM
    - Get Virus Scan on File Upload
    - Set Virus Scan on File Upload
Narrative Reporting:
- If you have enabled the Narrative Reporting extension, you will see some folders under the Library node repeated under the Documents node in the Smart View Panel. This is a virtual view of the folders and does not affect the behavior of the Save or Save As options. You can access your saved content from either location in the tree.
- When saving a doclet from a report package, the doclet will lose all metadata associated with Narrative Reporting and the report package; it becomes a regular Office document. Upon Save or Save As, the Office document is closed. You can reopen the saved document from the location where you saved it by selecting it from the tree in the Smart View Panel.
- There is no size limit for saving Narrative Reporting reports to the Cloud EPM Library.