Overview
This guide demonstrates how to establish a connection between the Smart View Excel Add-In and an EPBCS database to enable data entry for the Oracle Planning and Budgeting Tool.
Essential Information
- These instructions are intended only for department budget preparers/approvers and a subset of Resource Commitment Tracking Tool users who are provisioned access to Oracle Planning and Budgeting (EPBCS).
- If you are unsure whether or not you should be provisioned access to this tool, please connect with a fiscal contact in your VC office before proceeding with this procedure.
- There are two types of connections:
- Private and Shared
- Best practice for connecting to EPBCS at UCSD is via a Private connection.
- When the user creates a Private connection, it becomes the Active connection.
- Budget preparers must have approved access to their Financial Units within EPBCS.
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- Verify access by logging in to the EPBCS web application.
- Budget preparers who wish to use Smart View should work with their IT contacts to establish a connection to an EPBCS database.
- The budget preparer has installed the Smart View add-in, please refer to KB0033433: How-to Check Current Smart View Version and Install Latest Update.
Next Steps
1. Open Excel and create a new blank workbook, an active sheet must be open.
2. Select the Smart View tab and click on Panel.
3. In Smart View Home, select Private Connections.
4. At the bottom of the Panel, click on Create new connection.
5. In the Smart View dialog box, under, Select the new connection provider type, click on Smart View HTTP Provider.
6. In the Add Connection - URL dialog box, enter the following in the URL field here.
7. Click Next, the URL only needs to be entered the first time you connect, the URL will be saved for future connections.
8. A login window will display -- sign into EPBCS, using Company Sign In.
9. Once logged in to Oracle, in Excel, a Script Error dialog box will display, click Yes.
10. If you need to add a connection to a new environment, i.e. training, repeat Steps #2-9.
11. To switch between saved connections, in Excel, select Smart View Private Connections server drop-down list.