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Overview

UC Davis employees will use these steps to install ADF Desktop Integration Tool (this only needs to be completed one time for your account).

Intended Audience for this Guide

UCD Receivables Invoice Entry JR

UCD Receivables Adjustments and Write-offs JR

+ UCD BI Consumer JR (required to run reports)

Navigation Path

Main Menu > Download Desktop Integration

Steps

Install ADF Desktop Integration Tool (this only needs to be completed one time for your account)

1. Sign into Aggie Enterprise using Company Single Sign-On. The Aggie Enterprise Production Environment is live effective January 4, 2024. Users can access the Production Environment here: https://login-etfq-saasfaprod1.fa.ocs.oraclecloud.com/ 

2. Enter your Kerberos ID and Passphrase

3. From Navigator Menu on the in the top left corner

3. Select "Keep" option

4. Save the file to a local machine folder, for example the "documents" folder as shown below

5. Open the folder location

6. Run the Installer and select "Run" to the security warning prompt

7. Follow the prompts, selecting "Next" and "Install" 

8. Close the Installer

Access the Template

1. Select the downloaded file, and open "Properties" to unblock the download import file (or any other FBDI template)

2. From the Properties page, check the "Unblock" box, select "Apply" and "Ok" 

3. Ensure that the "Oracle ADF Desktop Integration Add-in for Excel" now appears in the list of Add-ins

a. Select "File" and "More" 

b. Select "Options"

c. From Excel, verify "Oracle ADF Desktop Integration Add-in for Excel" is in the list of Add-ins

d. Template is ready to use.

Go to Create Invoice from Spreadsheet guide.