Download Smart View

Smart View is an excel interface that connects with Hyperion Planning and Essbase to allow users to perform ad hoc analysis and reporting, input data instead of the web-based forms, and view Financial Reporting (FR) reports.

Smart View for Windows

Screenshot of the Smart View tab in Excel.
Smart View Tab

Version: 23.100 (Build 167)

Oracle Build Date: February 2023

Shared Connections URL for Smart View Advanced Options:

https://uplan.ucsf.edu/workspace/SmartViewProviders

To get started:

  1. Confirm you have admin access to your machine.  If you do, skip to Step 2.  If you do not, you will be unable to download Smart View.  To request admin access, put in an ITS ServiceNow INC ticket and provide the IT Field Services representative these instructions:
  2. Close all Microsoft products (Internet Explorer, Outlook, Word, Excel, Access, Visio, Project, PowerPoint, Lync, OneNote, InfoPath, Publisher, etc.)
  3. Uninstall all older versions of Smart View from your system before installing the latest version.

 

To uninstall an older version of Smart View:

  1. Click Start
  2. Select Settings
  3. Select System
  4. Select Apps & features
  5. Select the program you want to uninstall by clicking on it, and then click the Uninstall button
  6. Restart your machine

 

To download and install Smart View:

  1. Download Smart View add-in from any browser except Internet Explorer.
  2. Double-click on the “SmartView” application file.

Smart View folder with installation file.

  1. Click “Extract all” in the dialog box that appears.

Dialog box prompt

  1. Click “Extract” in the dialog box that appears.

Extract

  1. Within the extracted folder, right-click on the “SmartView” application file and click “Run as administrator.”

Select Run as Administrator on the menu option.

  1. Click “OK” in the dialog box that appears to proceed with installing Smart View. Installing may take several minutes depending upon the speed of your computer or network connection. During the process, you may see several black boxes flashing on the screen. Do not touch the boxes or attempt to control the installation process. When the download process is finished, you will see a small dialog box confirming the download is complete.

Smart View Installation prompt

  1. Open Excel.

The complete instructions can be found on page 9 of the Smart View: Installation and Planning Forms training manual.  Contact [email protected] with any issues.

Updated on 02/3/2023

Smart View for Mac via Microsoft Remote Desktop

Mac Requirements:

  1. OS X version 10.7 or higher
  2. Microsoft Remote Desktop 8.0 or higher
  3. UCSF direct network connection or Duo Pulse VPN (wired or wireless)

Check if you already have Microsoft Remote Desktop installed by going to the Mac Search Finder in the upper right corner > click on the magnifying glass > Start typing "Microsoft Remote Desktop" into the seach bar.  If it is already installed the application will appear > Click on it and skip to the Microsoft Remote Desktop Configuration section.

Microsoft Remote Desktop Download:

Microsoft Remote Desktop can be downloaded from the App Store.

  1. Navigate again to the Mac Search Finder magnifying glass in the upper right corner of the Mac.
  2. Start typing "App Store".
  3. The application will appear; click on App Store application
  4. Once App Store opens, click in the App Store search bar.
  5. Search for "Microsoft Remote Desktop."
  6. The application will appear; download.

You may need admin access to your machine to download anything. See your local desktop support or create a ServiceNow ticket for the IT Service Desk if you have trouble downloading.

Mac Remote Desktop download screen from the App Store.

Microsoft Remote Desktop Configuration:

Once downloaded, you will need to launch Microsoft Remote Desktop application and configure the settings.

  1. Click on Add Workspace

    Add workspace to Remote Desktop

  2. Enter the URL: https://smview.ucsf.edu/RDWeb/Feed/webfeed.aspx

    Add Workspace URL

  3. Click Add
  1. Microsoft Excel 2016 (with Smart View) will be made available under Remote Desktop Workspaces. Double-click on Excel 2016 under Work Resources.

    Excel 2016 available under Work Resources.

  2. The application may take up to 30 seconds to load, especially the first time.
  3. If a Certificate prompt pops up, click on the 'Show Certificate' button and check the box next to Always trust "smartview.campus.net.ucsf.edu" when connecting to "smview.ucsf.edu".  Click the 'Continue' button.

    Smart View Certificate prompt

  4. Enter your Active Directory (AD) credentials (the user name and password you use to sign in to your computer every morning).  Click the 'Continue' button.
  5. You will receive a Duo authentication push notification on your phone.  Click 'Approve' to complete your login.

    duo authentication prompt

  6. The complete instructions on how to Log On to Smart View can be found on page 10 of the Smart View: Installation and Planning Forms training manual. 

Saving Files (to preserve formulas):

Although Excel (with Smart View) is being run on a remote server, it does appear to you as if it is running locally.  Files can be saved on your local workstation, but in a very specific way.

Save to Users > Username > Documents folder

Connect to Remote Desktop Resources.