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HYPERION SYSTEM 11.1.2.4 FINANCIAL MANAGEMENT Manual for SmartView installation and web access to HFM

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HYPERION SYSTEM 11.1.2.4

FINANCIAL MANAGEMENT

Manual for SmartView installation and web access to HFM

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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Índex

0. Introduction..................................................................................................... 2

1. Installation and Configuration of HFM ............................................................ 3

1.1 Installation of Smart View for Office ............................................................. 4

1.2 Set up of Smart View for Excel ....................................................................... 7

2. Web access to HFM ........................................................................................ 13

Other technical information ............................................................................. 16

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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0. Introduction

MAPFRE has decided to migrate from actual version (v9.3.1) to a new version of Oracle HFM (v11.1.2.1) ,as result of continuing with a flexible tool, adaptable to the needs of the Group. MAPFRE use HFM (v11.1.2.4) (Hyperion Financial Management) as financial consolidation and reporting group tool that enables rapidly consolidate and report financial results, meet global regulatory requirements, reduce the cost of compliance, and deliver confidence in the numbers. For reporting and / or query data, there are two ways to use this tool by end users:

- Smart View for Office: It is plug-in, which complements Microsoft Office, but since this product is clearly aimed at the financial departments, regular use will be made from Excel. This product will be most common in the task of loading data.

- Web: Using a web browser. In general, will be used for queries, although you can also load data.

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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1. Installation and Configuration of HFM This document includes information related to the installation and configuration of the access to HFM, and although it does not require technical knowledge, it is suggested to be done by the departments responsible for computer technical support. Before installing it, please read the full document, and in case of doubt, you will find contact details the end of this document to answer any questions that you might have related to HFM. Prerequisites: 1. Smart View

1. For the installation you must have administrative permissions on the computer.

2. Close all Microsoft Office applications. 3. Have installed one of the following Office versions:

Office 2007 Office 2010 Office 2013 Office 2016

4. Have installed one of the following Windows versions: Windows 7 Windows 10

2. Web:

1. Have installed one of the following Web browsers versions: Internet Explorer 9 Internet Explorer 10 Internet Explorer 11 Firefox 31 ESR

2. Enable pop-up for the URLs listed in Section 2 (this action can be performed

on the first access to them). 3. Hardware:

Minimum: x86 y x64; 1.6 GHz; 512MB of RAM available.

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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1.1 Installation of Smart View for Office To proceed with the installation of Smart View in our computers, an automatic procedure has been defined. Note: In both cases you must be administrator user in the computer in which you perform the installation. Either you don´t have those rights or don´t know about your computer profile, please contact your IT department, so they can support you during the update. Steps: 1.- All programs have to be closed. 2.- Access to the following web direction in order to download the exe file that we must install: From the Intranet:

http://wsoporteonline/HFM/SmartView.exe From the Extranet (outside of the MAPFRE network):

http://soporte.mapfre.com/HFM/SmartView.exe Once we follow the link, we should download the installation software clicking the “Save” button.

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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Then, we should save the “SmartView.exe” file on our PC.

Important: Before running the installer, we must close all the Microsoft Office applications, Outlook included.” To install the add-in, we must Run as administrator the file “SmartView.exe”:

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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Once launched, proceed through the installation wizard, not changing any default options:

3 - Once the process is completed, we should open the Microsoft Excel, and check the add-in has been successfully installed attempting a connection to the application.

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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1.2 Set up of Smart View for Excel

1.- We must open Excel and have activated a spreadsheet. First of all proceed to create the connection for query and data load in HFM, for this task access the new menu "Smart View" and then click on the option “Panel”.

2.- In the panel that appears in right side of the screen, click on “ Private Connections” and then in Near bottom of the panel on the "Create New Connection".

3.- Pulsamos sobre el botón “Proveedor HTTP de Smart View”.

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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4.- Introduce one of the following URL´s, and check the option “Set as default connection”. From the Intranet:

https://hfmweb.es.mapfre.net/hfmadf/../hfmadf/officeprovider (recommended) https://wportalinterno.es.mapfre.net/hfmadf/../hfmadf/officeprovider From the Extranet (outside of the MAPFRE network):

https://wportalinterno.mapfre.com/hfmadf/../hfmadf/officeprovider

5.- Click on the “+” until the NIIF application is available (or the connection you are looking for) and select it, and click next:

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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6.- Introduce the Name of the connection as in the capture (it is important that in “Name” field, you write NIIF, GESTION, or the name specified for other connections), and then click on Finish.

7.- The connection is created, for connecting it, you have to access to Panel/Private Connections and select Connect with the right button of the mouse, to view and/or load data in HFM.

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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8.- The Smart View options recommended by the Mapfre S.A. Consolidation Department are the following:

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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2. Web access to HFM

Write one of the following URLs in the address bar of your browser, we recommend you include it in "Favorites". The URL from the Intranet is:

https://hfmweb.es.mapfre.net/workspace/index.jsp (recommended) https://wportalinterno.es.mapfre.net/workspace/index.jsp The URL from the Extranet (outside of the MAPFRE network) is:

https://wportalinterno.mapfre.com/workspace/index.jsp 1.- Enter your username and password.

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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2.- It will appear a new home page with shortcuts to recently used applications and reports.

3.- To unify the display options, the first time you access an application (NIIF) the display options could be modified to display options that decimals and thousands will be display (eg. thousands separator “,” and decimal separator “.”) Once you get the application, eg NIIF, through the path File Preferences:

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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4.- Access the Preferences options menu, and selecting the desired values in the “Consolidation” option:

5.- Click OK and restart the session to apply changes. Note: To enable the application to function correctly, the pop-up must be enabled for the corresponding Web.

In case of doubt or technical problems contact the IT Department of Mapfre

S.A. that will provide you the additional support required.

e-mail: [email protected]

Telefons:

(+34) 91 581 50 42

(+34) 91 581 50 36

(+34) 91 581 46 41

(+34) 91 581 3555

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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Other technical information

Configuration requirements for Internet Explorer:

Customers with Internet Explorer browser version must perform the following change in their browser, if they do not have already made for the proper functioning of the application, from Internet Options, access the Security tab and press the button "Custom Level".

Then enable within the Miscellaneous options, the option "Allow to open script-initiated windows without any restriction on size or shape".

- Mapfre S.A Consolidation and Reporting - Manual for access to HFM

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