Readme
G13041-01
September 2024
This document includes important, late-breaking information about this release of Oracle Smart View for Office. Review this Readme thoroughly before installing Smart View.
A new option, Refresh Saved Sheet as is (Ad Hoc Standard Mode), is introduced in Smart View Options to retain data when ad hoc grids (EPM Cloud Standard mode or Essbase) in saved worksheets are refreshed in Oracle Smart View for Office.
Earlier, data updated in ad hoc grids in saved sheets would be lost upon refreshing the sheet in the following scenarios:
The new option, Refresh Saved Sheet as is (Ad Hoc Standard Mode), resolves the above issues faced while refreshing saved sheets, including dimension workbooks. When this option is selected, Smart View considers the updates done to the ad hoc grid and refreshes the saved sheet accordingly. For example, a user not using Smart View modifies the year from 2020 to 2023 in the saved sheet. When you open the saved sheet in Smart View and refresh it, the sheet is refreshed with the data values of 2023, instead of reverting back to 2020.
The Refresh Saved Sheet as is (Ad Hoc Standard Mode) check box is present in the Smart View Options dialog, in the Advanced tab under the Compatibility section. It is selected by default. So the updates in your saved sheets will be retained on refresh.
Note:
When the Refresh Saved Sheet as is (Ad Hoc Standard Mode) check box is selected, sheets with very large ad hoc grids may sometimes display performance issues or slowness during refresh. To improve performance of such large grids, deselect the Refresh Saved Sheet as is (Ad Hoc Standard Mode) check box.For more information, see the following topics in the Oracle Smart View for Office User's Guide:
You can now retain any numeric comments entered in worksheets with Standard mode ad hoc grids while refreshing the worksheets in Oracle Smart View for Office. This also applies to worksheets having multiple ad hoc grids.
Earlier, if you entered any numbers outside an ad hoc grid, such a numeric comment would get lost upon refreshing or submitting the sheet. Now, numeric comments are saved and processed just like text comments in Smart View. The workaround of adding equal to sign (=) or single quotes (') before numbers in a comment is no longer required.
For more information, see Adding Cell Comments in EPM Cloud and Oracle Hyperion Planning in the Oracle Smart View for Office User's Guide.
You can now identify and register unregistered DLLs using the Health Check dialog.
In the Health Check dialog, you can verify if the Dynamic Link Library files (DLLs) required for various Smart View operations have been correctly registered or not after installing Oracle Smart View for Office. This ability was first introduced in release 24.100.
Starting release 24.200, you get the option to register the DLLs that remain unregistered during installation. After installing Smart View, it is a good practice to open the Health Check dialog to verify the registration status of the DLLs to ensure that the functionalities they manage work properly. The Health Check dialog displays the status of BIPlusConnector.dll, Profiler.dll, and HsSpread.dll in the Details column.
Note:
In the rare scenario that a DLL remains unregistered, even after using the Register option in the Health Check dialog, you must re-install Smart View using administrator privileges, that is using the "Run as administrator" option.For more information, see Performing a Health Check On Your System in the Oracle Smart View for Office User's Guide.
Oracle Smart View for Office's new built-in Trace Traffic tool helps users to view and capture network traffic details specific to Smart View in real time, and improves Oracle Support's ability to debug issues.
On the Smart View ribbon, a new menu item called Trace Traffic is introduced in the Diagnostics section. Clicking this menu item launches the Network Traffic Trace dialog, in which users can view network traffic details comprised of request and response logs in real time. To view traffic details, select Smart View Traffic from the Capture list, and then click Start Capturing. Once done, click Stop Capturing. These logs are saved with Smart View Diagnostics and can be shared with Oracle Support, who can then import the logs in the Trace Traffic tool for further diagnostics.
Note:
The Diagnostics group actions appear on the Smart View ribbon when you enable the Show Diagnostics Group on Smart View Ribbon option in the Options dialog, Advanced tab.
In the Oracle Smart View for Office User's Guide, see:
You can download this release from My Oracle Support:
For information on Oracle Smart View for Office, including the link to downloading the latest Smart View release, refer to the My Oracle Support Knowledge Article "Smart View Support Matrix and Compatibility FAQ" (Doc ID 1923582.1). To access the Knowledge Article, you must have a user account with My Oracle Support.
As a best practice, Oracle recommends periodically checking for and downloading the latest Smart View release from the Knowledge Article, Doc ID 1923582.1, on MOS:
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923582.1
Complete installation instructions are in the Oracle Smart View for Office Installation and Configuration Guide. This guide is available in the Smart View library on the Oracle Help Center.
https://docs.oracle.com/en/applications/enterprise-performance-management/index.html
Google Chrome, Mozilla Firefox, and Microsoft Edge require a browser extension. See the topics in Browser Support for information on downloading and installing the Smart View extension for those browsers.
Oracle supports and certifies the current release and one release prior (24.200 and 24.100) of Oracle Smart View for Office against current products on Premier Support.
Oracle Smart View for Office 24.200 is supported on Windows 10 and Windows 11, and requires a supported version of Microsoft .NET Framework. Oracle recommends using .NET Framework 4.8 or higher.
Note that Microsoft .NET Framework 4.5.2, 4.6, and 4.6.1 are no longer supported after April 26, 2022. For more information, see .NET Framework 4.5.2, 4.6, 4.6.1 will reach End of Support on April 26, 2022.
For information on additional Windows operating system support, see the matrix for your release in Supported Platforms Matrices.
Oracle Smart View for Office supports Microsoft Office 2016, 2019, and 2021.
Smart View for Windows requires locally installed supported versions of Microsoft Office 365 applications, including Office 365 ProPlus installed using Click-to-Run. Smart View (Mac and Browser) provides an interface between Oracle's EPM Cloud solutions and Microsoft Office 365 deployed either in a web browser on Windows or Mac systems, or on Office for Mac.
For more information, see the Knowledge Article entitled Smart View Support Matrix and Compatibility FAQ (Doc ID 1923582.1):
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923582.1
Note:
Some Office 365 users may face issues viewing drop-down list values in Smart Lists, member drop-down menus, in-cell POVs, and other drop-down lists. For example, on clicking any drop-down list in a cell, only an ellipses (…) may be displayed instead of the actual drop-down values. Users will need to upgrade to Smart View 22.200 or later in order to see the drop-down list values properly in cells.
You can use Oracle Smart View for Office to interact with supported browser-based applications in Oracle Enterprise Performance Management Cloud and Oracle Enterprise Performance Management System in these ways:
Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application web page in a browser.
Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.
Starting in a Task List in Smart View, opening a task in a browser.
Mozilla Firefox, Google Chrome, and Microsoft Edge require a Smart View add-on for drill-through, web launch, and opening a task in a browser from Smart View.
Note:
Starting with the EPM Cloud 20.09 update and EPM System 11.2.2 release, Internet Explorer 11 is no longer supported, based on the Microsoft recommendation that Internet Explorer users move to the new Microsoft Edge as their default browser. Because Oracle will no longer test EPM Cloud and EPM System using Internet Explorer, existing functionality that currently works with Internet Explorer may no longer work starting with the 20.09 update or release 11.2.2. For more information, see Browser Version Support.
Oracle recommends that all users move to a supported browser.
Browser extension installation instructions are in the Oracle Smart View for Office Installation and Configuration Guide, Installing Browser Add-ons.This guide is available in the Smart View library on the Oracle Help Center here:
https://docs.oracle.com/en/applications/enterprise-performance-management/index.html
An updated browser extension for Google Chrome and Microsoft Edge was made available in November, 2022. This extension is required for Oracle Smart View for Office to interact with supported browser-based EPM Cloud business process and EPM System applications in the following ways:
Note:
This required browser extension update is strictly for the Chrome and Edge browsers only. This is not an update for extensions, such as the Planning Admin or Narrative Reporting extensions, within Smart View.
This update is required only if your default browser is Chrome or Edge. If your default browser is Mozilla Firefox, then this update does not affect you.
The extension is available in the Chrome Web Store from either the Chrome or Edge browser. In the Chrome Web Store, search for "smart view" to locate the extension update. The updated version number is 22.200. Then follow the instructions for Google Chrome or Microsoft Edge in Installing Browser Add-ons in the Oracle Smart View for Office Installation and Configuration Guide.
Note that as of January 1, 2023, the previous browser extension no longer works with Chrome or Edge. You must update your extension in order to continue interactions between Smart View and browser-based applications in EPM Cloud and EPM System.
Oracle Smart View for Office does not have a browser version dependency; however, it is possible that the products that Smart View works with do.
For your platforms and products, check the system requirements and supported platforms documents, and specific product readmes for any additional browser support requirements.
Note:
Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15, 2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In situations where the Internet Explorer browser would be called, the Edge browser will be launched instead.
Smart View does not require the Internet Explorer browser specifically. However, Smart View depends on WinInet APIs that may have dependencies on Internet Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since uninstalling may cause other applications that are dependent on it to work incorrectly. Microsoft also recommends updating to the latest security patches as they become available.
For more information, see Oracle Support Document 2877741.1, Impact on Smart View with Microsoft decommissioning Internet Explorer 11 on June 15, 2022.
Oracle Smart View for Office uses the Microsoft Internet Explorer module to display the authentication page. But certain authentication schemes may require newer controls, such as Microsoft Edge WebView2, to process a complex login sequence. To use WebView2, Microsoft Edge WebView2 Runtime should be installed and enabled on each Smart View client machine.
During runtime, Smart View detects the presence of Microsoft Edge WebView2 Runtime installed on the machine and launches the WebView2-based dialog to host the login page.
Note:
WebView2 is supported only on Microsoft Windows 10 and 11.
This is due to Office applications not sharing the WebView2 data folder. Any functionality that relies on the shared data folder will not work as expected. The result is that users will need to log in and disconnect independently for each Office application on Windows Server.
Once WebView2 is installed on Smart View client machines, users can enable or disable it in the Smart View Options section of the Health Check dialog (described in Performing a Health Check On Your System in the Oracle Smart View for Office User's Guide).
Administrators can also enable or disable WebView2 by editing the Smart View
properties.xml file (present by default in
C:\Oracle\SmartView\cfg) and then distribute this file to
users.
These are the configuration settings for enabling and disabling WebView2 in
properties.xml:
<disableWebView2>0</disableWebView2>
<useWebView2forNetworking>1</useWebView2forNetworking>
<disableWebView2>0</disableWebView2>
<useWebView2forNetworking>0</useWebView2forNetworking
<disableWebView2>1</disableWebView2>
<useWebView2forNetworking>0</useWebView2forNetworking>
Administrators: If WebView2 is required to handle the login sequence used by your organization, then you should ensure that Microsoft Edge WebView2 Runtime is installed and enabled on the machines running Smart View. If you are installing Microsoft Edge WebView2 Runtime, Oracle recommends using the Evergreen version.
Once installed, Microsoft distributes WebView2 updates on a regular cadence, unless a fixed version was installed. Administrators can use their own internal procedures to download and distribute Microsoft Edge WebView2 Runtime to Smart View users. The download is here:
https://docs.microsoft.com/en-us/deployoffice/webview2-install#webview2-runtime-installation
For more information, see the WebView2 documentation.
This topic applies to the following extensions that work with Oracle Smart View for Office:
In Smart View 24.100 and earlier, these extensions supported the Microsoft Internet Explorer browser emulation mode.
Starting in Smart View 24.200, these extensions support only Microsoft Edge-based WebView2.
This means that you will need to install Smart View 24.200 or later in order to work with these extensions the next time they are updated after 24.09.
Oracle advises that you do not update these extensions until you have installed Smart View 24.200 and are working in the supported EPM Cloud environments.
See Table 1-1 for recommendations on upgrading Smart View, your EPM Cloud environments, and associated extensions.
Table 1-1 Smart View and Extension Compatibility
| Smart View Version | Expected Behavior | Oracle Recommendation |
|---|---|---|
| 23.100 23.200 |
WebView2 disabled by default | Stay on Smart View 23.100 or 23.200 with EPM 24.06 extensions |
| 24.100 |
|
|
| 24.200 |
|
|
Oracle does not certify Oracle Smart View for Office with virtualized environments formally. Virtualized environments are not supported by Smart View on an official basis.
Note:
Virtualized environments can also be referred to as virtualized desktop integration (VDI) products.
For more information, see the My Oracle Support Knowledge Article "Support for Oracle's Hyperion Products in 3rd Party Virtualized Environments" (Doc ID 588303.1).
Oracle Smart View for Office is supported on Microsoft Surface Pro tablets only. Smart View is not supported on any other tablet or smartphone.
The Oracle Smart View for Office user interface supports these languages:
| Language | Language | Language | Language |
|---|---|---|---|
| Arabic | Finnish | Italian | Romanian |
| Chinese (Simplified) | French | Japanese | Russian |
| Chinese (Traditional) | French (Canada) | Korean | Slovak |
| Czech | German | Norwegian | Spanish |
| Danish | Greek | Polish | Swedish |
| Dutch | Hebrew | Portuguese (Brazilian) | Thai |
| English | Hungarian | Portuguese (Portugal) | Turkish |
You can upgrade to Oracle Smart View for Office Release 24.200 from the following releases:
Table 1-2 Supported Paths to this Release
| Release Upgrade Path From | To |
|---|---|
|
24.100 |
24.200 |
|
23.200, 23.210 |
24.200 |
Oracle Smart View for Office supports the product versions listed in the system requirements and platform support documents for your environment.
For information about compatibility with other Oracle platforms and products, check the system requirements and supported platforms documents for your environment, as well as any specific product readmes.
36135269, 36517474 – Saved dimension worksheets can now be properly refreshed when you enable the new option, Refresh Saved Sheet as is (Ad Hoc Standard Mode), available in the Smart View Options dialog, Advanced tab. For more information on this feature, see Refresh Data as is in Ad Hoc Grids in Saved Worksheets.
36511655 – When launching Health Check, a command (CMD) window is no longer flashing or blinking while performing DLL registrations. The registration operations now take place in the background.
36526814 – When the Webview2 Runtime option in Health Check is set to Enabled for All, Japanese alias characters now display correctly.
36643029 – When multiple Excel workbooks are opened, and the user switches from one workbook to another, the Smart View panel now displays the correct content for the selected workbook.
36645042 – Oracle Smart View for Office no longer fails intermittently when WebView2 is enabled.
36690935 – When working with Reports, the Smart View Member Selection dialog uses the latest prompt label name.
36698821 – All characters in a member alias are now retrieved correctly.
36724658 – The list of changes for a selected cell or cell range is now correctly displayed in the Change History dialog in Smart View.
Note:
Unless otherwise noted, the fixed defects described in this topic apply to these Oracle Enterprise Performance Management Cloud business processes:
These defects are fixed in this release:
36334571 – Numeric comments entered in worksheets with Standard mode ad hoc grids are now retained while refreshing the worksheets in Oracle Smart View for Office. This also applies to worksheets having multiple ad hoc grids. For more information, see Retain Numeric Comments on Refresh.
36387191 – With the Preserve Formula on POV Change option enabled, when the POV is changed and a writable cell containing a formula becomes read-only after refreshing or submitting the form, the formula is removed to prevent display of incorrect data.
36576593 – When you connect to a Strategic Modeling-enabled application from Smart View, models are now displayed as expected when the WebView2 Runtime option in Health Check is set to Enable for All.
This fix requires EPM Cloud 24.07 or higher (36455971)
36743676 – You can now correctly replace files in the Document Library that were downloaded from the web using the Save As action in the Library group on the Smart View ribbon.
36867786 – All dimensions can be successfully zoomed in to Next Level, Bottom Level, and All Levels without encountering any exceptions.
36869290 – In forms, cells containing the drop-down member selector now continue to display the member name in the cell once they're double-clicked or the drop-down member selector is activated.
36718572 – You no longer need to disable WebView2 for silent authentication using HypLoginEssbaseCloudBasicAuth().
36842608 – When connected to Essbase, the Submit Without Refresh action now submits the value of the cell when the cell has an Excel formula in it.
33992974 – When working in a two-monitor scenario using a laptop screen and an external monitor screen in extended mode, Oracle Smart View for Office may not able to recognize selections in the POV. This is due to having different resolution and scaling settings on each screen, which can result in false clicks where some UI clicks are not captured.
Workaround: If your display resolution settings are different between the laptop monitor and the external monitor with extended display, use the same scale settings on both screens. For information on monitor display settings, see the Microsoft article, How to use multiple monitors in Windows.34032813 – After installing Smart View as a System user, when Excel is launched for the first time, the registry key HKEY_CURRENT_USER, or HKCU is updated with the location of the HsTbar.xla file. While uninstalling Smart View, the HKCU entries are not removed automatically. After uninstalling Smart View, when Excel is launched for the first time, Excel tries to locate the HsTbar.xla file and shows an error stating it could not find the file.
Workaround: To avoid this error, delete the entries from the Windows Registry manually using the steps given in Excel Looks for HsTbar.xla File After Uninstall in the Oracle Smart View for Office Installation and Administration Guide.
34344067 – When attempting to launch certain dialogs, the Script Error dialog is displayed if WebView2 is disabled; for example, you launch the Instructions dialog, and the instructions area is blank and the Script Error dialog is displayed.
Workaround: In the Health Check dialog, ensure that WebView2 Runtime is installed and select Enable for UI, described in Performing a Health Check On Your System in the Oracle Smart View for Office User's Guide.
35054608 – No keyboard shortcuts are available to select in the Login dialog when WebView2 is enabled.
35116820 – If the Health Check option, WebView2 Runtime, is set to Enable for UI or Enable for All, then you cannot update extensions using the Check for Updates, New Installs, and Uninstalls in the Smart View Options dialog.
Workaround: In the Health Check dialog, set the WebView2 Runtime option to Disable. Restart Office. Then proceed with the extension update (or install or uninstall) using the Check for Updates, New Installs, and Uninstalls link in the Options dialog. When you’re finished with extension update tasks, reenable the WebView2 Runtime option in the Health Check dialog and restart Office.
35728359 – When performing drill-through to an Excel sheet, data value amounts on the sheet are shown in US format (with . as the decimal separator) and not in the regional format (with , as the decimal separator).
36081385 – In Smart View 23.100 and earlier, when working with saved workbooks containing dimension sheets, performing a Refresh on a sheet causes expanded dimensions to be reset to their top parent level and properties to display twice on columns.
Workarounds:
To avoid this issue, Oracle recommends moving to Smart View release 23.110 or later.
If you are not updating Smart View at this time, then perform the following procedure in the saved dimension workbook:
Open the workbook and connect to the provider.
Go to any dimension sheet in the workbook and select any member, then press the F2 key, then press the Enter key, and then click Refresh.
Repeat the previous step for all dimension sheets in the workbook, and then save the workbook.
Note:
Unless otherwise noted, the known issues described in this topic apply to these Oracle Enterprise Performance Management Cloud business processes:
These are the known issues related to EPM Cloud:
35480273 – Comments outside the flex form grid area will not be adjusted to match grid layout changes.
When a report is set up where the grid data source of the report is pointing to an environment in a different domain than the one with which you originally logged on, the user performs a member selection from the Edit POV dialog, clicks OK to download the new report with the updated POV, and multiple authentication prompts appear. In the end, the File Download dialog is displayed.
Click the X in the upper-right corner of the dialog and launch the Edit POV dialog again but choose members from the drop-down list instead of the Member Selection dialog.
A report is opened for an extended period of time in Excel, which has resulted in a session time out. When the user refreshes report, the File Download dialog may display.
Click the X in the upper-right corner of the dialog and retry the refresh.
36180640 – With WebView2 and the Save password dialog enabled, and using a shared connection to connect to an OCI data source, the Save password dialog is not displayed.
Workaround: Connect to the OCI data source a private connection and save the password when prompted. Disconnect or close Excel. Then, log in using the shared connection.Tips and troubleshooting topics are listed in the Tips and Troubleshooting chapter of the Oracle Smart View for Office Installation and Configuration Guide.
All Oracle Smart View for Office guides are available in the library on the Oracle Help Center:
https://docs.oracle.com/en/applications/enterprise-performance-management/index.html
Find the latest Oracle Enterprise Performance Management Cloud and Oracle Enterprise Performance Management System product guides in the Oracle Help Center:
EPM Cloud
For EPM Cloud documentation and videos on the Oracle Help Center, click See All under Cloud Applications, Fusion Applications Suite, and then click Enterprise Performance Management in the Enterprise Resource Planning (ERP) group. On the Oracle Enterprise Performance Management (EPM) page, click the link for your service to view the documentation.
EPM System
For EPM System documentation on the Oracle Help Center, click See All under On-Premises Applications. On the Oracle Applications page, click Enterprise Performance Management, and then look for your release on the Enterprise Performance Management page.
You can also find deployment-related documentation on Oracle Technical Resources (https://www.oracle.com/technical-resources/) and on the Oracle Software Delivery Cloud website (https://edelivery.oracle.com).
When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid.
Workaround: Cut and paste from the HTML version of the document.
This topic lists the open-source and proprietary third-party software components (or portions thereof) that are included with or used by Oracle Smart View for Office:
MSXML 6.0
NewtonSoft.Json 13.0.2
Office PIA 14.0
InstallShield 2023 R2
Open XML SDK 2.18.0
Zlib Data Compression Library 1.2.13
Oracle Smart View for Office Readme
G13041-01
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