NetSuite Smart View Mac Installation
In order to install SmartView on Mac, we first need to create a folder called “wef” This is where we will save the manifest file. First, we need to determine our home user. To do this, open the terminal and write-out the following command: whoami
As can be seen, the home user for me is jared. We now need to create the “wef” folder. It will be nested here and will look like this:
/users/(user)/Library/Containers/com.microsoft.Excel/Data/Documents/wef
In my instance, is jared, so my folder would look like this:
/users/jared/Library/Containers/com.microsoft.Excel/Data/Documents/wef
In order to create this folder, we will again use the terminal. Input this command into the terminal:
mkdir /users/jared/Library/Containers/com.microsoft.Excel/Data/Documents/wef
We will now want to navigate to this folder in finder. We can do this pressing ↑ Shift + ⌘ Cmd + G at the same time on our keyboard. This will make our screen look like this:
You may or may not see recent folders that you have gone to. In the search bar, paste the folder that was just created and then hit the return key.
Your screen should now look like this:
This is where we will be putting the XML file that will be generated in the next step. We will come back to this finder window. Minimize it for now.
First, we need to log-in to the PBCS environment. The service URL should look like this: epm-a999999.epm.us6.oraclecloud.com). Paste this link into your browser. Your screen should look like this:
Log-in to your PBCS environment. By clicking “Sign-in”. Your screen should look like this:
Pay attention to the URL. Delete the highlighted portion of the URL below and add /CreateManifest.html to the end of the URL.
The new URL should look like this:
And your screen should now look like this:
You do not need to check anything here unless you will be updating dimension members. (Note: For admins who will be updating dimensions, you will need to check EPM Admin Extension in the bottom right box). Select “Create Manifest.”
In the Domain URL section, add https://login.oci.oraclecloud.com by clicking the plus button.
>
After adding, delete the original App Domain listed by selecting it and then click the trash icon.
You do not need to check anything here unless you will be updating dimension members. (Note: For admins who will be updating dimensions, you will need to check EPM Admin Extension in the bottom right box). Select “Create Manifest.”
This will prompt the XML file to be downloaded to your Mac.
Navigate to where this XML file was downloaded to and move it manually to “wef” folder that was created in Step 1. Your “wef” folder should now look like this:
Open the XML file in a text editor.
Once the XML file is open it should look like this. Do not get overwhelmed. Only one small line needs to be added.
Once inside the XML file, press cc and search for <AppDomains> inside the document.
Underneath <AppDomains>, we are going to write a new line. This line will contain the link in your browser that appears when you log out of PBCS. It is used to trigger the pop-up box in Smart View and is for security. Minimize the text editor and return to your PBCS environment.
Your screen should look like this:
Click “Sign Out”
Now, turn your attention to the link in the browser. It should look like this:
Take this URL and add this to the end of it /u1/v1/adminconsole . It should now look like this.
Copy this URL to your clipboard and return to the XML file. Underneath <AppDomains>, you are going to create a new line that begins with <AppDomain> and ends with </AppDomain>, and has the URL sandwiched in between. It should look like this.
Save the file by pressing ⌘ Cmd + S at the same time. You can now close the XML file.
Open Excel 365. (If already have it open, you will need to close Excel and re-open it). Go to the “Insert” tab and select the drop-down icon next to My Add-ins. The Smart View add-in should now be listed under Developer Add-ins. Select Smart View to add it to your Excel.
To login to your environment, select the “Smart View” ribbon and select the “Home” button to the left. This will open a panel in the right side of your excel prompting you to login.
Enter your credentials and login to be connected to your environment.
Smart View is now ready to use.
Partner SpotLight
NetSuite SuiteSuccess
NetSuite SuiteSuccess offers a pathway for businesses to succeed by engaging with them continuously throughout their lifecycle. NetSuite delivers a unique set of processes, activities, and systems designed to deliver rapid value. Customers are equipped to make the most of their NetSuite investment quickly and are able to expand towards next-generation solutions to meet changing business needs.
Case Studies
Accumen
Thanks to the intervention of MindStream Analytics, Accumen's Finance department can now model their business with a new, more organized structure that isn't conventionally available in NetSuite.
Acme Brick
Acme Brick turned to MindStream Analytics for help implementing OneStream to replace their outdated TM1 solution.
Alterra
Alterra sought the expertise of MindStream to address the challenges they faced in their Capital Planning process.
ATCO Group
Energy conglomerate ATCO operates worldwide in utilities, power generation, and related services.
Avalon
Working with MindStream Analytics, Avalon Healthcare Solutions adopts NetSuite Planning and Budgeting to accelerate budgeting and forecasting processes.
Bayer Health Care
Bayer Healthcare implemented Hyperion Planning and Workforce Planning in 10 weeks to dramatically streamline their Income Statement budget and Workforce Planning process..
BluEarth
MindStream Analytics' partnership with BluEarth Renewables epitomizes the power of technology and collaboration.
Celgene
An Oracle Hyperion Planning Upgrade provides multi-national organization Hyperion Application optimization and stabilization.
Cleaver Brooks
OneStream XF was chosen as the platform that would transform Cleaver-Brooks' Finance processes.
CoorsTek
The collaboration between CoorsTek and MindStream resulted in significant improvements in CoorsTek's financial consolidation and reporting processes.
Elite Body Sculpture
MindStream Analytics' collaboration with Elite Body Sculpture encapsulates the transformative potential of targeted tech solutions in streamlining administrative processes.
Enlyte
Enlyte, a merger of Mitchell, Genex, and Coventry, faced challenges with disparate financial solutions and the need for combined reporting.
Flanders
MindStream Analytics collaborated with Flanders to implement OneStream Consolidation and Reporting solution.
Foley Products
Foley Products was facing a significant challenge with its Excel-based actual management reporting system.
Harte Hanks
The collaboration between MindStream Analytics and Harte Hanks culminated in a highly customized, user-friendly NetSuite implementation.
Interface
Interface used a complex, manual, excel-based FP&A process for monthly review, and the summary data was loaded in OneStream.
Kymera International
Thanks to Mindstream Analytics' assistance, Kymera was able to load all of their data into OneStream and validate it successfully.
MacLean Fogg
MacLean-Fogg partnered with MindStream, a leading implementor specializing in modernizing and optimizing enterprise systems.
MEPPI
MindStream's expertise and experience were sought to conduct a vendor selection initiative focusing on MEPPI's F2023 planning process.
OUAI
MindStream Analytics and OUAI's collaboration showcases the transformative power of strategic technological intervention.
Plaskolite
By migrating to OneStream, Plaskolite has achieved a material reduction in consolidation time and overall Financial Close cycle, eliminated the hours spent compiling and verifying data in Excel, streamlined its Planning, Budgeting and Forecasting model and delivered flexible and timely reporting that enables more strategic analysis of their financial data.
Redwire
Understanding the nuances of Redwire's challenges, MindStream Analytics devised a holistic approach to overcome them. The implementation of NetSuite was just the beginning.
Simon
Simon's existing corporate Hyperion Financial Management (HFM) production application was consolidating at a rate of seven hours, a performance issue causing great headache to corporate Accounting.
Source Code
The successful transition to OneStream revolutionized Source Code's financial reporting.
Subway
Subway collaborated with MindStream Analytics for the NetSuite Analytics Warehouse implementation.
UPenn
MindStream Consulting and AppCare team members are proud be working side by side with UPenn university in accomplishing this implementation and along with continuing our AppCare services after go-live.
USG
USG was an Oracle Hyperion customer realizing that it needed more specialized support for its various Oracle Hyperion applications.
Vantiv
Dividing a hyperion planning application, expanding the hyperion footprint to forecast on the business? Customer categories.
Versant Health
Versant Health engaged MindStream to help resolve the challenges they were experiencing with their consolidation, close, and financial reporting processes.
Virginia Spaceport Authority
The MindStream team implemented the Standard + Workforce NetSuite Planning & Budgeting.
WeWork
MindStream Analytics determined that the best solution was to implement Oracle Essbase Cloud as part of the Oracle Analytics Cloud (OAC) platform-as-a-service
WindStream
Innovative use of essbase to streamline and connect hyperion financial management for enhanced financial analysis.
XY Planning
MindStream Analytics, well-versed in addressing such challenges, presented a comprehensive Netsuite solution for XY Planning.