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Category: Administrative & Business / Aggie Enterprise / Access and Getting Started / 7. Set Up
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Overview

The Oracle Application Development Framework (ADF) Desktop Integration tool is a Microsoft Excel add-in that allows you to view and work with your financial data in the Excel interface. For example, instead of manually entering individual invoices, you can prepare multiple invoices in a provided Excel template file and upload the data to the Aggie Enterprise database. This article describes how to install the Oracle ADF Integration tool and download the Invoice Template file.

Intended Audience

Financial department users who would like to upload data to the Aggie Enterprise database using Excel files 

Oracle Roles Required

  • UCD Receivables Invoice Entry JR
  • UCD Receivables Adjustments and Write-offs JR
  • UCD General Ledger Journal Entry JR
  • UCD BI Consumer JR (required to run reports)

Installation Requirements

  • Starting from the Aggie Enterprise September 2025 (Oracle 24C) release:

    - Windows 11 or later

       Support for Windows 10 ends on October 14, 2025.

    - Latest version of Microsoft Excel

       Support for Excel 2016 and 2019 ends on October 14, 2025.

  • .NET Framework 4.8.1.

The installation or upgrade requires elevated system privileges. Contact your IT department for assistance.

Steps

This section describes the following tasks:

Install the Oracle ADF Desktop Integration Tool

Note: You only need to complete this procedure one time for your account, though it will be necessary to upgrade the tool on occasion. 

To install the Oracle ADF Desktop Integration tool:

  1. Log in to Aggie Enterprise.

  2. On the Aggie Enterprise Home page, click Navigator (a), choose Tools (b) and Download Desktop Integration (c).

    new AE interface

    The excel-add-in-installer file appears in the Download folder on your computer.

    Depending on your computer and security setup, prompts might appear and request your permission to download the file. Follow the instructions to permit the download.

  3. Find and open the .msi file that was downloaded to your computer.

    The ADF Desktop Integration Installer dialog box opens.

  4. Click Next and follow the instructions to install the add-in.

    Depending on your computer and security settings, prompts might appear and request your permission to start the installation. Follow the instructions to permit the installation.

    When the installation is finished, the Installation Complete message displays.

  5. Click Close to exit the installer.

  6. After installation, restart your computer.

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Upgrade the Oracle ADF Desktop Integration Tool

Upgrade messages do not display in integrated workbooks (spreadsheets) to alert you to new versions of the tool. However, Oracle Guided Learning (OGL) messages will display in the Aggie Enterprise application to inform you of available upgrades.

To upgrade the installer, follow the procedure in Install the Oracle ADF Desktop Integration Tool. You do not need to uninstall the previous version. 

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Download and Enable the Invoice Template File

After you install the Oracle ADF Desktop Integration tool, you must download and enable (or unblock) the Invoice Template file. The Invoice Template is an Excel file that provides the structure for entering invoice data. The add-in connects the Excel file to Aggie Enterprise so that you can upload the invoice data.

Because Windows blocks downloaded files to prevent you from opening unsafe files, you must unblock the template file so that you can open and use it. 

  1. Download the Invoice Template file (AutoInvoiceImportTemplate.xlsm) to your computer.

  2. Enable (or unblock) the file so that you can open it.

    1. Right-click the AutoInvoiceImportTemplate.xlsm file and choose Properties.

    2. In the Properties dialog box, make sure you are on the General tab, and select Unblock.

    3. Click Apply to save the change.

    4. Click OK to exit the dialog box.

  3. Open the Invoice Template file (AutoInvoiceImportTemplate.xlsm).

  4. Verify that the Oracle ADF Desktop Integration tool is integrated in Excel.

    1. Choose File > More > Options.

    2. In the dialog box that opens, click Add-ins, and verify that Oracle ADF Desktop Integration Add-In for Excel is in the list.

    3. Click OK to close the dialog box and return to the Invoice Template.

To use the template, see Create Invoice from Spreadsheet.

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Revised by Edna Liu
Last modified 2 months ago