Uninstalling and Installing Smart View, FR Studio, BIP

for Oracle ERP Cloud Release R11/R12

BEFORE YOU BEGIN:

 Make sure your user has Administrator rights to install software! This may require IT to log into the user’s
machine.
 Make sure you have the operating systems, browser versions, MS Office versions, etc. that are compatible with
Release 11/12 by checking here: http://www.oracle.com/us/products/system-
requirements/overview/index.html#ERP

Note: If you are a Mac user, none of these client software products will work on the Mac IOS. Don’t bother
installing unless you’re running Windows.

Contents
De-Installation Instructions (If Smart View, BIP and FR were installed previously) ........................................................... 2
Configuring Firefox .............................................................................................................................................................. 2
Installing Smart View .......................................................................................................................................................... 3
Smart View Private Connection (OTBI) and Testing Instructions.................................................................................... 4
Smart View Shared Connection (Essbase) and Testing Instructions ............................................................................... 5
How to Enable the Excel Add-in for Smart View ............................................................................................................. 8
BI Publisher Template Builder........................................................................................................................................... 10
Uninstall BI Publisher Template Builder ....................................................................................................................... 10
Installing BI Publisher Template Builder ....................................................................................................................... 10
Installing Financial Reporting Studio................................................................................................................................. 14
Known Issue with SHA-2 When Connecting to FR Studio ............................................................................................. 15
Testing FR Studio Installation ........................................................................................................................................ 16
Troubleshooting FR Studio ............................................................................................................................................ 17

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De-Installation Instructions (If Smart View, BIP and FR were installed
previously)

1. From Start> Settings > Control Panel > Programs and Features, uninstall the following if they are not
the latest version:
 Oracle Smart View 32-bit for Office (This requires MS Office to be closed.)
 Oracle BI Publisher Desktop
 Financial Reporting Studio (You probably need to do this from the Start menu)

2. Also search your C and D drives to delete the entire Financial Reporting Studio folders and files. The
default directory is as follows:
 R7-R9: D:\Oracle\Middleware\products\FinancialReportingStudio
 R10+: D:\Oracle\Middleware\EPMSystem11R1\ products\FinancialReportingStudio

Hint: You should search on the word “Studio” and “Financial Reporting” and “FR Studio” for both C
and D drives. Delete all folders. Be careful not to delete Microsoft Studio files.

Configuring Firefox

1. Assuming you have Firefox Version 24+, open Firefox and select Tools > Options > Advanced > Update
tab
 Clear the “Use a background service to install updates” check box, like so:

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Installing Smart View
1. If you have installed Smart View previously on your machine, please uninstall it before installing again.
To do this, go to your Control Panel and remove the program, Oracle Smart View 32-bit for Office (This
requires MS Office to be closed.)
2. To download Smart View.exe, do the following from Oracle Cloud Financials Application:
1. Login to your environment
 Username:
 Password:
2. Navigate to Financial Reporting Center > Open Workspace for Financial Reports

3. In EPM Workspace, navigate to Tools > Install > SmartView.

4. Or go to http://www.oracle.com/technetwork/middleware/epm/downloads/smart-view-1112x-
2412371.html and install the latest version (recommended)
5. Download SmartView and save the file to your machine. (This version will work for both 32 bit
and 64 bit Excel.)
3. Download and extract the zip file and note where you extracted it.

4. Go to the folder where you downloaded the file > right click on Smart View.exe file > select from pop-

up box > “Run as Administrator” to install.

NOTE: If you get an error message that you need to install MS .NET, then install as follows and then
install Smart View again.
This takes about 5-10 mins.
5. Select destination folder

6. See support.oracle.com documents:

1. Recommendation for Smart View Client Performance Tuning (Doc ID 1983675.1)
2. Smart View Support Matrix and Compatibility FAQ (Doc ID 1923582.1)

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 7. Go to Excel > Excel Options > Add-Ins > Confirm that both COM Add-in and Excel Add-in for Smart View
are displayed in “Active Application Add-ins” list.

8. Open your Firefox browser. You may get a message to “Enable” Smart View Add-On. Or go to Firefox
>Tools > Add-Ons > Extensions. You will notice “Oracle Smart View for Office” Add-on will be disabled.

9. Click the Enable button and restart the browser. Smart View add-on for Firefox will now be enabled.
This is required for drill down from Smart View to Oracle General Ledger Cloud.

Smart View Private Connection (OTBI) and Testing Instructions

1. Create and configure an OBIEE connection

2. Enter connection details (you find the url for your environment when you go to BI Answers)

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 3. Choose an analysis

Smart View Shared Connection (Essbase) and Testing Instructions

1. To access Smart View on your machine, open MS Excel. You should see a Smart View tab at the end of
the tool bar.
Note: If you do NOT see the Smart View tab, then see the section called How to Enable the Excel Add-
in for Smart View

2. Click on the Smart View tab.

3. Click on the Options icon. In the Advanced tab, Shared Connections URL field, paste the url from EPM
Workspace page https://adc-fapXXXX-bi.oracledemos.com/workspace/Smart ViewProviders.

Note: In the classroom, you will need to change “XXXX” to the environment assigned to you. Thus, the
url will change to https://adc-fapxxx-bi.oracledemos.com/workspace/Smart ViewProviders, where
“xxxx” is your specific environment.

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 For Future Reference at the Client Site: The first part of the url can be accessed from Navigator >
Financial Reporting Center> Open Workspace for Financial Reports, but you need to append
“Smart ViewProviders” to be something like
https://adc-fapxxxx-bi.oracledemos.com/workspace/Smart ViewProviders, where “xxxx” is your
environment.

4. Click OK.

5. Click on the Panel icon in the Smart View menu to open the Smart View Panel.

6. Click on the Shared Connections link. This opens a window for you to login. Use your Oracle Cloud
Applications userid and password to log in.
 Username:
 Password:

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7. In the Shared Connections window, select Oracle Essbase.

8. Expand the ‘Essbase_FA_Cluster’, select your chart of accounts. Choose USChartofAccounts.

9. Double click on db under your chart of accounts name. This will add the options at the bottom of the
window. Select ‘Ad hoc analysis’.

10. If you get the following window, CONGRATULATIONS!

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 11. If this is the first time you are using Smart View, select ‘Clear sheet contents and POV’. If this is an
existing Smart View query, then you may want to select one of the last two options as appropriate.

How to Enable the Excel Add-in for Smart View

To enable the Excel Add-in, follow these steps:

1. Go to Excel Options
2. Select Add-ins
3. Click Manage drop down and select Disabled Items
4. Click the Go button

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5. If there are any items in the list, you would see them, such as Smart View.
6. Select Smart View
7. Click Enable
8. Click Close and you’re done!!

You might have to Exit Excel and launch it again.

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BI Publisher Template Builder
Uninstall BI Publisher Template Builder
If you have installed BIP previously on your machine, please uninstall it before installing again.
1. Uninstall the Template Builder from the Control Panel->Add or remove programs.
2. Go to C:\Program Files\Oracle and make sure the BI Publisher directory is gone. Delete it if it is still
there.
3. Check Add-Ins in Word and make sure the 3 BI Publisher Desktop .dot files do not appear. Delete
them if they do. These files are from Template Builder 10g.
TBCrosstab.dot
TemplateBuilder.dot
WordAnalyzer.dot
The files will usually be here. C:\Documents and Settings\<user name><Application
Data\Microsoft\Word\STARTUP
4. Open Windows Explorer and go to "C:\WINDOWS\assembly".
5. Check if there are assemblies which start with "TB" If present, remove them all.
6. Open MS Word and check that that the BIP tool bar cannot be seen.
7. If one sees the menu, please move Normal.dot to another directory and try again.
Ref: https://blogs.oracle.com/xmlpublisher/entry/template_builder_woes_1

Other steps that have worked and allowed the Desktop tool to install successfully:
 Apply the latest Microsoft Office Service Pack, then try reinstalling BIP Desktop.
 Go into the Program Files folder (x86)\Oracle\BI Publisher\BI Publisher Desktop\DotNetInstallFiles,
Double click setup.exe, and follow the on screen instructions.
 Uninstalling and then reinstalling Microsoft Office before reinstalling BIP Desktop has also allowed
the Desktop tool to install successfully.
 Make sure that Microsoft Visual Studio for Office Runtime is installed.
 Check for file TemplateBuilderInstaller.log at %USERPROFILE%\Local Settings\Temp\ or
C:\Users\<user_name>\Appdata\Local\Temp

Note:
Another option which can prevent access to the template builder is if Add-Ins: are disabled in Microsoft
Word on the system.
To Check whether Add-Ins are enabled:
Open Microsoft Word, select Options from File menu, then Add-Ins, then select Disabled Items, select BI
Publisher Template Builder for Word, and Enable it.

Installing BI Publisher Template Builder

1. Make sure that you have Administration privileges both for the install and when using the tool.
2. Make sure Java 1.6+ is installed. (For example: Java 1.6.0_35+ means 1.6.0_36 is supported) Check
the certification links below for the current version to use.
Note: For 64bit PCs make sure that both 64bit and 32 bit Java is installed. Make sure that 32 bit java is
installed if installing 32 bit BIP Desktop. Make sure the Installer you use 32 or 64 bit is the same as the office
version (32 or 64 bit)

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  Oracle Business Intelligence Suite Enterprise Edition 11g Release 1 (11.1.1.9.0) Certification Matrix
 Oracle Business Intelligence Publisher Certification Information 10g Release 3 (10.1.3.4.2)

3. Run the command java -version to make sure the correct version is being used by Windows.
If it is not being seen, change the path. Go to Start->Control Panel->System->Advanced tab-
>Environment Variables.
Make sure it is the first Java in the path.
4. Make sure the steps in these notes are done as they deal with Microsoft security updates.
Note 1485988.1 BI Publisher Desktop Stopped Working With MS Word After Windows Security
Update
Note 1372194.1: BI Publisher Desktop Shows Error Loading Data: Compile Error In Hidden
Module: Module_starter
Note 1469331.1 The macro cannot be found or has been disabled because of your Macro
security settings"
Error When Selecting Load XML Data From The XML/BI Publisher Desktop Add-in For Word
Template
Note 1192928.1 Login to BI Publisher 10.1.3.4.1 Error - The macro cannot be found or has been
disabled because of your Macro security settings.
5. Go to Control Panel -> Add or Remove programs and check if the following have been installed.
These are minimum .NET Framework versions.
Shared Add-in Extensibility Update for Microsoft .NET Framework 2.0 (KB908002)
Shared Add-in Support Update for Microsoft .NET Framework 2.0 (KB908002)
Install the Oracle BI Publisher add-in for Microsoft Word.
6. Navigate to: Tools > Reports and Analytics.
7. Click the Browse Catalog icon button in the toolbar.

8. Click the Home link.

9. In the Get Started section, select Download BI Desktop Tools > Template Builder for Word (32 or 64
bit).

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10. Make sure that other Microsoft products like Outlook or Word are not running in the background.
11. Run as Administrator the downloaded executable.

12. Click the Next button through the install wizard, accepting all defaults, and finish the installation.
Please do the following if the BI Publisher menu does not appear in the Word ribbon or in Add-Ins
for BIP Desktop:
 Check addins under Word -> Options and make sure they are enabled.
Open Word > Select the Windows Icon in the upper left corner > Select Word Options > Select
Add-Ins from the menu. Make sure the following items are enabled.
Is there a listing for TBMenus2007 mscoreee.dll COM Add-in? This is for BIP 11g Template
Builder versions.
 Check for an add-in called BI Publisher template Builder for Word located at C:\Program
Files\Oracle\BI Publisher\BI Publisher Desktop\DotNet2007\TBAddIn.vsto|vstolocal
 C:\Program Files (x86)\Oracle\BI Publisher\BI Publisher
Desktop\DotNetInstallFiles\TBAddInSetup.msi
(https://community.oracle.com/thread/3909619)
=> run the msi that correspond to your Office version

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 => go to Start Programs > Oracle BI Publisher Desktop and run “Enable or Disable Template
Builder”

For BIP Template Builder versions one should see:

o TBCrosstab.dot
o TemplateBuilder.dot
o WordAnalyzer.dot
At some point development added an Enable or Disable Template Builder Option.
Go to the Windows Start menu -> All Programs- > Oracle BI Publisher Desktop -> Enable or
Disable Template Builder.
 If the BIP Desktop still does not appear in Word, then it must be un-installed before a reinstall
can be tried.

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Installing Financial Reporting Studio

Note: If you have to re-install FR studio, please make sure you do the following:
 Delete the Program(Financial Reporting Studio) from the Control Panel
 Delete the entire FR studio directory on the machine. The default directory is as
follows:
o R7-R9: D:\Oracle\Middleware\products\FinancialReportingStudio
o R10+: D:\Oracle\Middleware\EPMSystem11R1\ products\FinancialReportingStudio
o C:\Oracle\Middleware\EPMSystem11R1\products\FinancialReportingStudio

1. From the Springboard, click the Financial Reporting Center icon.

2. Click Tasks icon> Open Workspace for Financial Reports link.

3. Select Tools > Install> Financial Reporting Studio.

4. Download the file locally. To install, right mouse click>Run as administrator.

5. During the installation, when selecting the directory to install FR Studio, install it on the C: drive (not D:
drive). You need to install it on the C: drive because later when we edit the Windows Registry, it will
look for files in the C: drive.
6. Do NOT Close any of the pop-up windows or DOS windows when installing FR. Wait until you see the
Finish button on the Install Wizard Completed pop-up and the windows close themselves. THIS IS VERY
IMPORTANT!
7. For Firefox users, start Firefox browser.

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 Once you enable the “Allow this installation” checkbox, you will have a button on the bottom of this page
to “restart” Firefox. Click on that and you will notice an add-on displayed in your Firefox browser.

Known Issue with SHA-2 When Connecting to FR Studio

SHA-2 (Secure Hash Algorithm 2) is a recent browser SSL certificate requirement, which is used by our
training environment and Oracle Cloud environments. There is a known issue when using this set of
cryptographic hash functions designed by the National Security Agency (NSA), that requires windows
registry settings for HyperionReport > JVM to be modified to add the following two settings: a. Modify
JVMOptionCount > Change Binary from 9 to 10 b. Add JVMOption 10 > Modify > Value Data = -
Dweblogic.security.SSL.enableJSSE=true

We have a file that does this automatically.

1. Click on fr_registry_L11D01.reg and download it to the directory where you downloaded
FinancialReportingStudio.exe.
2. Find the file in Windows Explorer and double click on fr_registry_L11D01.reg.
3. You will get an Access Control warning > Click OK on that. It takes two seconds to update and you will
get a confirmation window. You can now use your FR Studio.
Check Oracle Applications Cloud Functional Known Issues - Release 11 (Doc ID 2113515.1) on
support.oracle.com for further details and updates. When a fix for the issue becomes available, it will be
removed from the known issues list, and customers will not need to run the registry file.

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Testing FR Studio Installation
1. To access FR Studio on your machine, go to Start > All Programs > Oracle > Financial Reporting Studio
> Financial Reporting Studio.
2. This will launch the login screen for FR Studio. Enter your user id, password and Server URL
https://adc-fapXXXX-bi.oracledemos.com/ and click OK.

Note: In the classroom, you will need to change “XXXX” to the environment assigned to you. Thus, the
url will change to https://adc-fapxxx-bi.oracledemos.com/ , where “xxxx” is your specific environment.

Note for future reference at the Client Site: The Server URL is the url on the EPM Workspace page:
(Financial Reporting Center > Tasks > Open Workspace for Financial Reports)

3. Go to File > New > Report. This opens a page that looks like a blank sheet of grid paper.
4. Go to Insert > Grid.

5. Then take your cursor and draw a box on the blank sheet of grid paper. When you release the cursor,
it will open a dialog window.

6. If you see the database connection that you want to use, select it, and enter your user id and password
on the bottom and click OK.

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 7. If you can get this far, CONGRATULATIONS!

Troubleshooting FR Studio
Error 1:

If you get the following error when trying to launch FR Studio, then you most likely did NOT launch the
setup.exe file in Administrator mode or closed the installation windows prematurely.

You will need to uninstall FR and all of its directories and then reinstall in Administrator mode by
selecting the right mouse button and choosing Run as Administrator option when installing the exe file.

Another possible solution for the above error on Windows 7 or Vista can be found in Doc ID 138952.1.

Cause of this problem - The FR Studio is not installed as an Administrator and some files were
missing during installation.
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You will need to:

Run the HRRunAnt.cmd file which is located in the following location:

C:\Oracle\Middleware\EPMSystem11R1\products\FinancialReportingStudio\products\financialreporti
ng\install\bin

After running that command, restart the system.

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Error 2:

"You Are Not Authorized To Use This Functionality. Contact Your Administrator" (Doc ID 2131740.1)

If you get the following error when trying to log into FR Studio, this is an env. issue with some of our env. This
should NOT happen at the customer site.

The installed version of Studio is not the same as the installed version of the Financial Reporting Servers.
Financial Reporting requires that the client and server versions must be the same. If the workstation client
install had previously worked correctly, the version difference is very likely the cause of the message.

1. On the Financial Reporting Studio client machine, open Windows Registry Editor by clicking Start >
Run. Type regedit.

2. Before making any changes, backup Windows Registry using the "Export" option.

3. Locate the following section: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Hyperion

Solutions\Hyperion Reports\HReports\JVM

4. Create a new "String Value" entry with following name and value:

Name: JVMOptionY

Value: -Dweblogic.security.SSL.enableJSSE=true

[Replace the 'Y' in JVMOptionY with a value equal to (current value of JVMOptionCount) + 1.]

5. Select the JVMOptionCount from list, click on Edit and under base select Decimal radio button.

6. Increase the value by 1.

7. Restart the machine for the new settings to take effect.

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Please compare JVM registry values with
C:\Oracle\Middleware\EPMSystem11R1\products\FinancialReportingStudio\products\financialreporti
ng\install\scripts\ FRRegClient.xml

Oracle employees, please watch https://otube.oracle.com/media/0_hdyffva1 and GSE ticket 707634.

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Error 3:

Financial Reporting Error "Unable to locate tools.jar" When Running FRSetupPrintServer.Cmd Script (Doc
ID 1321206.1).

Copy JRE from your Java home and locate to \common\JRE\Sun\1.6.0\lib\tools.jar

You might found out a different error (path) for tools.jar, please check the path and copy accordingly

C:\Java\jdk1.8.0_72\lib
C:\Oracle\Middleware\EPMSystem11R1\common\JRE\Sun\1.6.0\lib
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 C:\Oracle\Middleware\EPMSystem11R1\products\FinancialReportingStudio\common\JRE\Sun\lib

Error 4:

Error: java.lang.UnsatisfiedLinkError:
C:\.oracleprinters\Middleware\EPMSystem11R1\products\FinancialReportingStudio\common\JRE\Su
n\1.6.0\bin\awt.dll: Can't find dependent libraries

For debugging you can also find out important information in:
C:\Oracle\Middleware\EPMSystem11R1\products\FinancialReportingStudio\diagnostics\logs\Financial
Reporting

Workaround: please check and copy from C:\Oracle\Middleware to C:\.oracleprinters Middleware

folder (only the one related to Financial Reporting Studio > around 222 MB)

C:\Oracle\Middleware\EPMSystem11R1\products\FinancialReportingStudio
C:\.oracleprinters\Middleware\EPMSystem11R1\products\FinancialReportingStudio

Error 5:

Java error: Please check If your FR Studio Client match with FR Server version

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