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Administering Cloud EPM: The Platform Beneath the Business Processes · Module 10 · Clients and Tools

Smart View and its variants

Lesson 113 of 201 · 2 min

Smart View for Office — the desktop add-in for Windows. The traditional and most capable. Smart View for Office, Mac and Browser — browser-deployed, for Excel 365 on Windows or Mac. The answer for Mac users and locked-down desktops. Smart View for Google Workspace — browser-deployed, for Google Sheets. How to choose: what does the user have, what can IT deploy, and what capability do they need? Mac users and organizations that do not permit desktop add-ins have their answer made for them — which is usually a relief, because it removes the decision. The extension model. Extensions add business-process-specific capability on top of the base client. The available set differs by variant — the desktop version has the widest. DESKTOP INSTALLATION NEEDS ADMINISTRATOR RIGHTS ON THE MACHINE. BROWSER-DEPLOYED VARIANTS ARE DEPLOYED CENTRALLY. That is a conversation with the desktop team, not a decision you make alone. And the support…

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In this module: Module 10 · Clients and Tools

  1. 1The client landscape
  2. 2Clients by business process
  3. 3Smart View and its variants
  4. 4Prerequisites and version support
  5. 5Downloading and installing
  6. 6Connection types and URL syntax
  7. 7Financial Reporting Web Studio and Calculation Manager
  8. 8Browser configuration and support
  9. 9What breaks
  10. 10Lab: inventory, connect, and plan the deployment