1 System Requirements

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1.1 Software Requirements

Client OS	Browsers
Windows 10	MS Edge Firefox ESR Chrome
Windows 11	MS Edge Firefox Firefox ESR Chrome
Apple Mac OS X v10.6.8 - macOS Ventura v13.2	Firefox Firefox ESR Chrome

*Internet Explorer is no longer supported and should not be used.

Vendor	Version	Additional Info
Microsoft	Office 2007 (all SP levels included) Office 2010 (all SP levels included) Office 2013 (all SP levels included) Office 2016 (all SP levels included) Office 2019 (all SP levels included) Office 2021 (all SP levels included) Office 365 Locally Installed	Certification Types: Office Productivity Suite For Offline Planning: MS Excel and Offline Planning must be installed on the same machine Office 365 editions require locally installed supported versions of Office applications
Oracle	Smart View (v. 22.100+)	Microsoft .NET Framework 4.5 required for Smart View

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1.2 Bookmarking the EFIS URL

When bookmarking the URL, please ensure that you bookmark the page after logging into EFIS or the EFIS Portal, as you otherwise may be presented with an error. The following URLs should be bookmarked:

EFIS EPM: https://efis.fma.csc.gov.on.ca/workspace/index.jsp

EFIS Portal: https://efis.fma.csc.gov.on.ca/apex/f?p=600:HOME_PAGE

With the wrong URL bookmarked, these are a few of the few errors you may receive:

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1.3 Pop-up Blockers

Sometimes when signing into the EFIS application, the page does not redirect to the application, and instead a blank screen appears. This is usually due to pop-up blockers. Please refer to the appendices to fix this issue in the browser's settings.

If the icon is there, allow the pop-up by clicking the icon/message. After doing so you may need to restart the browser.

For Microsoft Edge and Chrome:

For Firefox:

2 Smart View

To use the Smart View add-in, you must be using Microsoft Office 2007, 2010, 2013, 2016, 2019, newer versions (i.e. 2021), or Office 365.

You need to have Administrator rights to install Smart View. Please contact your local IT support desk to gain Administrator access.

Please note: If you have an older version of Smart View already installed on your machine, please uninstall this version before proceeding with the installation.

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2.1 Installation

There are two methods of installing Smart View.

Method 1: From Within EFIS

Access the EFIS application as usual. Once you are signed in, click on Tools -> Install -> Smart View from the menu. The Smart View install file will begin downloading.

After the download has completed, you may open or save/save as the program to install later.

Follow the next steps to complete the installation.

Initiate the Smart View installation by navigating to the folder where you downloaded the file and double clicking the SmartView.exe file. Then click "Run" or right click on the file and select "Run as Administrator".

Select your destination folder and click on OK.

Follow the prompts to complete the Smart View installation.

Method 2: For Ministry users only

Get help desk to install the Intune package CSC_ORC_II_WIN_APP_Oracle Smart View 32-bit _22.100_00.

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2.2 Verify Installation

The next step is to open Excel and check that the Smart View tab is visible in the toolbar.

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2.3 Language Selection

Click Options and a pop-up window should open.

Click Advanced on the left pane. Under Display for the Language setting, select your preferred language from the dropdown.

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2.4 Setting up Connection

In Smart View, go to Options, click on Advanced and specify the following Shared Connections URL:

https://efis.fma.csc.gov.on.ca/workspace/SmartViewProviders

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2.5 Setting up Data Options

Click Smart View -> Options

Under the Data Options tab, remove the check marks from the following boxes under Suppress Rows and Columns.

1. No Data/Missing
2. Zero
3. No Access
4. Suppress Missing Blocks

Also ensure that under Replacement, the #NoData/Missing Label is blank.

Under the Formatting tab, make sure that Adjust Column Width and Row Height is checked.

After you make changes, click on the arrow beside OK and select Save as Default Options.

Close Excel and reopen. Check all changes made in Smart View Options were saved.

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2.6 Connecting to EFIS System

Click on Smart View -> Panel -> Shared Connections

Enter your credentials, and then click on the login button.

For the dropdown:

1. Select Oracle Hyperion Planning, Fusion Edition
2. Click on the + sign beside efis.fma.csc.gov.on.ca
3. Click on the + sign beside the doc set you will work on
4. Click on the + sign beside Task Lists
5. Double click on the task list that you will input data into
6. Double click on the form/schedule that you wish to open

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2.7 Timeout Issues Fix for Windows

Smart View users who perform large requests or have a slow network connection can encounter the error, "The request timed out. Contact administrator to increase NetRetryCount and NetRetryInterval."

When the server requires time longer than the time-out limit to return data to the browser because of the large amount of data, the time-out error will be displayed.

This issue is resolved by updating registry settings on the user's workstation to increase the timeout settings. On the client machine, update/add the following registry keys:

1. Open the registry editor on your computer by pressing Ctrl + R, typing regedit and clicking OK.

2. For a machine with Win 64-bit with Office 64-bit or Win 32-bit with Office 32-bit, locate the following folder/section:

   HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\Internet Settings

   Create the following new DWORD keys with decimal values (check the "Create new DWORD key" section below):

   ReceiveTimeout 1800000

   KeepAliveTimeout 1800000

   ServerInfoTimeout 1800000

3. If you run Win 64-bit with Office 32-bit, locate the following section:

   HKEY_LOCAL_MACHINE\Software\WOW6432Node\Microsoft\Windows\CurrentVersion\Internet Settings

   Create the following new DWORD keys with decimal values (check the "Create new DWORD key" section below):

   ReceiveTimeout 1800000

   KeepAliveTimeout 1800000

   ServerInfoTimeout 1800000

4. Locate the following section:

   HKEY_CURRENT_User\Software\Microsoft\Windows\CurrentVersion\Internet Settings

   Create the following new DWORD keys with decimal values (check the "Create new DWORD key" section below):

   ReceiveTimeout 1800000

   KeepAliveTimeout 1800000

   ServerInfoTimeout 1800000

   These changes result in the timeout settings being increased to 30 min.

Create new DWORD key

1. Once you have located the correct folder, right click within the folder and select New - > DWORD (32-bit) Value. Then type in the name of your key.

   

2. To modify the value right click on the new key you made. Then click Modify.

   

3. Choose the base that the value will be indicated in. For this section, select Decimal. Then type the value in the input box under Value data.

   

3 Appendices

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3.1 Firefox

You may need to have administrator rights to install Firefox on your machine. Please contact your local IT support desk to gain administrator access.

Recommended Version

The latest versions of Firefox or Firefox ESR are the recommended versions for use with Oracle Hyperion planning. Firefox Portable may also work.

Download File

NOTE: You only need to download one of these browsers.

Firefox:

The browser can be downloaded from this URL:

https://www.mozilla.org/en-CA/firefox/windows/

Firefox French:

The browser can be downloaded from this URL:

https://www.mozilla.org/fr/firefox/windows/

Firefox Extended Support Release (ESR):

The browser can be downloaded from this URL:

https://www.mozilla.org/en-US/firefox/all/#product-desktop-esr

Firefox Extended Support Release (ESR) French:

The browser can be downloaded from this URL:

https://www.mozilla.org/fr/firefox/all/#product-desktop-esr

Mozilla Firefox, Portable Edition

The browser can be downloaded from this URL:

http://portableapps.com/apps/internet/firefox_portable

Mozilla Firefox ESR, Portable Edition

The browser can be downloaded from this URL:

http://portableapps.com/apps/internet/firefox-portable-esr

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At any of those links above, click on Download Now, to save the Firefox installer. Once the Firefox installtaion files are downloaded, double click the file to open it. Follow the prompts to install Firefox.

After Firefox has finished installation, open Firefox if it has not launched automatically.

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Firefox Settings

Allowing Pop-up Windows

Click on Open Application Menu, which is the three horizontal line icon at the top right of the page. From there, select Settings.

Click on Privacy & Security on the left pane.

Scroll down to Permissions and uncheck Block pop-up windows.

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Block Automatic Firefox Updates and Requests

Click on Open Application Menu, which is the three horizontal line icon at the top right of the page. From there, select Settings.

Make sure you are on the General page, and if not click the General tab on the left pane. Then scroll down to Firefox Updates, and click Check for updates but let you choose to install them.

Click Privacy & Security on the left pane. Scroll down to Certificates and uncheck Query OCSP responder servers to confirm the current validity of certificates.

At this point, if you're a Firefox user, your setup for EFIS 2.0 should be complete.

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3.2 Microsoft Edge

Recommended Version

The latest version of Microsoft Edge is recommended for use with Oracle Hyperion planning.

The browser can be downloaded from this URL: https://www.microsoft.com/en-us/edge/download?form=MA13FJ

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Internet Options Setup

Specific internet options settings are recommended by Oracle for the Hyperion products. Please note that some of these settings may be already applied by Microsoft Edge; however, this setup is still recommended.

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Allow Pop-up Windows

In the Microsoft Edge browser, click on the three dots icon, and then Settings

On the pane, click on Cookies and site permissions, then click Pop-ups and redirects

For the Allow option, click Add

Type in [*.]gov.on.ca and then click Add

Afterwards, open Internet Properties

Select the Privacy tab, check Turn on Pop-up Blocker, and click on the Settings button next to the Turn on Pop-up Blocker option.

In Address of website to allow, type *gov.on.ca to disable popup blockers for the EFIS Hyperion website. Click Add.

Click Close -> Apply

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General Settings

Open the Control Panel on your computer. Click on Network and Internet -> Internet Options -> General

Under the Browsing History section, click on Settings

Select Every time I visit the webpage. Click OK -> Apply

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Security Settings

Select Trusted sites from Select a zone to view or change security settings section and click on the Sites button.

In Add this website to the zone, enter the following URL: https://efis.fma.csc.gov.on.ca

Afterwards, uncheck Require server verification (https:) for all sites in this zone and click Add

Repeat for the following URLS:

1. https://www.iam.security.gov.on.ca
2. *.gov.on.ca
3. http://*.gov.on.ca
4. https://*.gov.on.ca

Click Close -> Apply -> Trusted sites -> Custom level...

Under Reset custom settings section, next to Reset to:, select Low.

In the Settings section, under ActiveX controls and plug-ins, enable Run ActiveX controls and plug-ins and Script Active X controls marked safe for scripting*

Under Miscellaneous, enable Access data sources across domains, Allow script-initiated windows without size or position constraints, and Display mixed content. Click OK -> Apply afterwards.

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Privacy Settings

Under the Privacy tab, click the Advanced button.

For First-party cookies and Third-party cookies, select Accept

Also check the Allow session cookies option, and click OK.

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Advanced Settings

Switch to the Advanced tab. In the settings section, under security, uncheck the option Do not save encrypted pages to disk. Click Apply -> OK afterwards.

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3.3 Chrome

Recommended Version

The latest version of Chrome is recommended for use with Oracle Hyperion Planning.

The browser can be downloaded from this URL: https://www.google.com/intl/en_ca/chrome/

Chrome Settings

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Allow Pop-up Windows

With Chrome open, click on the three dots icon at the top-right of the screen and click Settings.

Click on Privacy and security on the left pane and then click on Site settings.

Scroll down and click Pop-ups and redirects.

On the Pop-ups and redirects screen, make sure Don't allow sites to send pop-ups or use redirects is marked. Then under the Customized behaviours section, for the Allowed to send pop-ups and use redirects option, click Add.

Type [*.]gov.on.ca and then click Add.

For more information on popups in Chrome, please visit: https://support.google.com/chrome/answer/95472?hl=en&co=GENIE.Platform%3DDesktop#zippy=