• Make sure your user has Administrator rights to install software! This may require IT to log into the user's machine. 
• This tool only needs to be installed once per computer. If you have downloaded this tool previously, either to submit General Ledger journals or for any other purpose (ex: submitting an Internal Billing invoice as a Provider Unit Administrator), you do not need to download this tool again.  
• ADFDI is not currently compatible with Mac computers. Please note that manual journal entry creation is not impacted by the type of machine. 

 

Link to UChicago's Oracle Environment: https://login-eusf-saasfaprod1.fa.ocs.oraclecloud.com/ 

 

Oracle Cloud Steps: 

1. Log in by selecting Company Single Sign-on.
2. Select the Navigator (top left) icon and Tools > Download Desktop Integration Installer.  

 

Note: for more information on installing ADFDI, see here: Oracle ADF Desktop Integration 

      3. Save and Install the downloaded file 

 

Microsoft Excel Steps 

1. Open any Excel file and Navigate to the File option in the upper left corner. 

 

2. Select Options at the bottom of the left side.

3. Select Trust Center.

 

4. Navigate to ActiveX Setting and confirm whether the right option is selected. 

 

 

Verification 

After installing ADFDI, follow these steps to test if ADFDI is working properly.  

1. Log in to Oracle.  

2. Go to Navigator > General Accounting > Journals  

3. From the Taskbar on the right, click on Create Journal in Spreadsheet link.  

4. Click Open File for the Journal Entry download.  

5. Click Enable Editing and Click Yes to connect to Oracle.  

6. Select Company Single Sign-on.

 

The Spreadsheet should look like the following when it opens: