Instructions to Install Smart View

1. From your browser click the svc20200.zip Icon, this will open a Windows Explorer pop up. Click the Extract ALL button to Unzip the file to a temporary location.

2. In the Pop-Up click the Extract button, the system will ask in which Folder you wish to save the files

3. The system then shows you all the extracted files in Windows Explorer. Select the file called SmartView.exe and then RIGHT click.

4. A menu opens, then select Run as administrator

5. Click YES on the pop-up indicating to allow the app to make changes to your device.

6. To start the installation wizard, right-click SmartView.exe and select Run as administrator.

7. When the installation is complete a pop-up will come up. Click OK button.

8. Open Microsoft Excel on your Computer and validate that the Smart View ribbon is displayed.

9. Click on the SmartView Tab and then click on Options to start setting up the connection to the Hyperion database.

10. The SmartView options Pop-Up opens. Select Advanced.

11. In the Shared Connections URL box enter: hyperion.mcmaster.ca/workspace/SmartViewProviders

12. Click Data Options in the SmartView options pane.

13. In the #NoData/ Missing Label box, select the word #Missing and delete it, leaving the box empty. Ensure all the check boxes under the Suppress Rows and Suppress Columns sections are unchecked.

14. Click on the Formatting option on the SmartView Options Pane.

15. Check the Use Thousands separator check box, select the Use Cell Styles radio button, check the Retain Numeric Formatting and check the Adjust Column width and Row highs check boxes.
16. Click the dropdown arrow on the OK button.

17. Select Save as Default Options.
18. The SmartView Options window closes. Click the Help dropdown button in the SmartView Ribbon.

19. A submenu opens, select Health Check.

20. A Pop-up opens. Click the Recommended Settings Button.

21. Click OK on the pop-up, Click the OK button.

22. The pop-up closes. Click the Close Button.

23. The SmartView Health Check window closes. Click the SmartView Panel button on the Ribbon.

24. Click Shared Connections on the SmartView Panel.

25. Check that URL in the popup is: https://hyperion.mcmaster.ca/workspace/SmartViewProviders

26. Enter MacId and password, Click Connect.

27. On the Panel, click on the Dropdown labeled “Select Server to Proceed” and select the option called: Oracle Hyperion Planning, Fusion Edition

28. The hypreion.mcmaster.ca server appears on the panel. Expand by clicking on the plus (+) sign next to it.

29. Expand the McM_Plan application by clicking on the plus (+) sign next to it.

30. Validate you can browse through the forms and SmartView report.
For this purpose of these instructions, please validate by opening the Statement of operations Report.

31. Expand the folder called 02_ACTUALS – ALL YEARS

32. Expand the Folder called 2.1_OPEX

33. Double click on Report called 2.1.2_Statement_of_Operations and the report should open on the Excel Grid.