In the Get Started section, click the Download BI Desktop Tools link, then click From the Welcome screen, select Next. From the Oracle BI menu, select Preferences. Click Test Connection to test the connection between the Oracle BI Add-in for

B-8 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition ■ Microsoft recommends uninstalling all add-ins before upgrading to a new version of an Office product. If you plan to upgrade from Microsoft Office 2003 to 2007 or later, then ensure that you first uninstall the Oracle BI Add-in for Microsoft Office. With Office 2003 still installed, do one of the following: – Run the client OracleBIOffice.exe file and use the wizard to uninstall the Oracle BI Add-in for Microsoft Office. – Use the Microsoft Windows Add or Remove Programs feature in the Control Panel to uninstall the Oracle BI Add-in for Microsoft Office. Then upgrade to Office 2007 or later and run the OracleBIOffice.exe file to install the Oracle BI Add-in for Microsoft Office. ■ If the following prerequisite software does not exist on your computer, then you are prompted to install it. You might be prompted to restart the computer after installing the software. You can find this software on the Microsoft Web site: – Office2003-kb907417sfxcab-ENU_Patch – Shared Add-In Extensibility Microsoft .Net 2.0 – Shared Add-In Support Update Microsoft .Net 2.0 – Microsoft .Net Framework 2.0 or later To install the Oracle BI Add-in for Microsoft Office: 1. Ensure that the administrator has granted you the Access to Oracle BI for Microsoft Office privilege. For information on this privilege, see Managing Presentation Services Privileges in Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition. 2. Ensure that you are familiar with the Important Notes that are documented earlier in this section. 3. Close all Microsoft Office applications. 4. Display the Home page for Oracle BI EE.

5. In the Get Started section, click the Download BI Desktop Tools link, then click

Oracle BI for MS Office . 6. In the Download dialog, specify a location to which you want to download the executable file with which you install Oracle BI for Microsoft Office. 7. When the file is downloaded, display Windows Explorer and double-click the file that you downloaded to run it. During the installation, you might be prompted to install prerequisite software. After installing the prerequisite software, you might be prompted to restart the computer. After restarting, navigate back to the location of the downloaded file and double-click it to reinitiate the install.

8. From the Welcome screen, select Next.

9. Follow the instructions in the wizard to select the appropriate options for your system. 10. After all components are installed, the Install Shield Wizard Complete dialog is displayed. Click Finish. Integrating with Microsoft Office B-9 See Copying Results to Microsoft Applications for information on how end users work with Oracle BI for Microsoft Office. Configuring Connections to Oracle BI Presentation Services When the software is downloaded and installed, each user must enter the connection information in the Preferences dialog for Oracle BI Add-in for Microsoft Office on the client computer to enable communication with the BI Office Server. To configure connection information from the Oracle BI Add-in for Microsoft Office to Presentation Services: 1. Open Microsoft Excel or Microsoft PowerPoint. The connection information is shared, therefore you can enter it through either application and it is available to both.

2. From the Oracle BI menu, select Preferences.

3. On the Connections tab, select New.

4. Complete the following fields in the Connection Detail dialog:

a. Server Name

— Enter the name to use for this connection.

b. BI Office Server

— Enter the URL for the BI Office Server for example: bioffice-server.example.com.

c. Application Name

— Enter the Application Name that was defined for the BI Office Server when the BI Office Server application was deployed to its Oracle WebLogic Server container. The name defaults to bioffice, but if another name was specified during deployment, then enter that name in this field.

d. Port

— Enter the port for the BI Office Server. The default is 80.

5. Click Test Connection to test the connection between the Oracle BI Add-in for

Microsoft Office and the BI Office Server. Note that this does not test the connection between the BI Office Server and Presentation Services. 6. Complete the fields on the General and Logging tabs as appropriate. See the Help for Oracle BI Add-in for Microsoft Office for information on the Preferences dialog.

7. Click OK to close the Preferences dialog.