Deploying Smart View For Mac/Browser

In this tutorial,
we’ll show you how to deploy the Smart View add-in
with Microsoft Office 365.
The process includes three main steps:
creating a manifest file,
which contains the URL to the EPM Cloud application
and the Smart View ribbon code,
deploying the manifest file in Office 365,
and enabling the Smart View add-in.
Let’s begin by creating a manifest file.
Sign in to your EPM Cloud application
and use this URL (substituting your pod name)
to open the Create Manifest File page.
Select a business process from the list.
In this example, I’ll select Planning.
The window below the selection
shows the organization of the Smart View ribbon groups and items.
You can select the items you want to be visible,
change the order,
and rename items.
You can also add selected items to the context menu.
I’ll accept the default for the Server URL.
For security reasons,
the Office web add-in
ensures that only web pages and scripts
from the same domain are displayed.
In some cases, typically during the authentication process,
the authentication sequence
may require web pages from different domains
to be displayed in the add-in.
As an administrator,
you can add these domains by entering the domain URL
and clicking Add.
Added domains are listed in the App Domains field
and can be deleted.
You can modify the Add-In Name or accept the default.
For example, you may want to name and deploy manifest files
for multiple PODs:
production, test, and so forth.
I’ll accept the default name,
click Create Manifest
and save the file locally.
The next step is to deploy the manifest file
Open Office 365.
Navigate to the Admin Center.
Navigate to Settings, Services & add-ins.
Click Deploy Add-In.
On the Centralized Deployment page, click Next.
Select Upload custom apps.
Select “I have the manifest file on this device.”
Browse to select the file
and click Upload.
You can specify who has access to the add-in.
For this example, I’ll select Everyone.
Click Deploy.
On the Deployment Status page,
you should receive a message
that the add-in has been successfully deployed.
Click Next.
On the “Announce the add-in to users” page,
you have the option of telling users
about the add-in
by sending out an informative email.
I’ll skip this step and click Close.
The last step is enabling the Smart View add-in.
Sign in as a user
who has installed Office through this portal.
Open Excel
and open a blank workbook.
Navigate to Insert,
Office Add-ins.
In the Office Add-ins dialog,
select the ADMIN MANAGED tab.
Select the Smart View add-in and click Add.
The Smart View ribbon is now visible.
Select Home in the Smart View ribbon
and connect to your application.
You can now use common Smart View tasks
to select members and display data in the worksheet,
manipulate data,
keep or remove selected members,
and so forth.
In this tutorial,
you saw how to deploy the Smart View add-in
with Microsoft Office 365.
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