Desktop Configurations For General Ledger and Financial Reports. User Guide

Transcription

1 Desktop Configurations For General Ledger and Financial Reports User Guide

2 Contents 2 Overview...1 Checking for Java Client on your Desktop...2 Installing Java Client...3 Web Application Desktop Integrator (ADI) Desktop Setups...6 Excel... 6 Pop-Up Blocker... 7 Internet Explorer... 7 Security Warnings Security Certificate...12 Desktop Configuration Guide July 2014 ii

3 Overview Before you login into RIAS to use the General Ledger and Financial Reports, you need to change some of your desktop settings. This guide provides instructions for all desktop settings that are required to run the General Ledger and Financial Reports. Desktop Configuration Guide September

4 Checking for Java Client on your Desktop Oracle recommends that each desktop must have minimum Java Client 1.6.0_3 installed in order for the RIAS Application to run properly. A list of certified browsers and operating systems is posted to the RIAS website, To check to see if your desktop already has the supported version of Java Client, locate and click on your Java icon in the control panel of your computer. Then click the About button. The Java version information will display. Note: If you do not see Java icon in your control panel, your desktop does not have Java Client installed. Desktop Configuration Guide September

5 Installing Java Client You will need to install Java Client in order for the RIAS application to work properly. If you do not have Java Client already installed on your desktop, you will see the screen below after you sign into the RIAS application using your NetID and password. If you do not have administrative privileges, contact your department s technology support person for help. If you have administrative privileges, select the Yes button and follow these steps. Step 1 - Select the Install button. Step 2 - On the License Agreement screen, ensure the Typical setup is checked and then select the Accept> button. Desktop Configuration Guide September

6 Step 3 - The installation of the Java Client begins. Step 4 - When the install is complete, select the Finish button. Step 5 - A Warning Security screen appears asking if the web site s certificate has been verified. The next step is to ensure Always trust content from this publisher is checked and then click Yes. Desktop Configuration Guide September

7 Step 6 - Another Warning Security screen appears asking you if you want to run the application. The final step is to ensure that Always trust content from this publisher is checked and then click Run. You are now ready to use the RIAS application. Note: Users who do not have administrative privileges and try to install Java Client, will see the following message: Select OK. The Java Client was not completely installed. Select Finish to exit the installation and contact your IT person(s) to complete the install.. Desktop Configuration Guide September

8 Web Application Desktop Integrator (ADI) Desktop Setups Excel Web ADI is a customized Excel spreadsheet that is used to create journal entries and upload them to the new General Ledger system. Web ADI supports Excel 2000 and above. To use the Web ADI journal templates in Excel and to retain the report formats in Oracle BI Discoverer, there are some desktop setups that are needed. Follow the steps below. First, locate your Excel Options to change your macro settings in the Trust Center. The location of the Excel Options varies depending on the version of Excel. Step 1 In the Trust Center Settings select Macro Settings and click the option Enable all macros and Trust access to the VBA project object model. Step 2 - Then click on Add-ins and select the option Require Application Add-ins to be signed by Trusted Publisher. Then click OK. Desktop Configuration Guide September

9 Pop-Up Blocker When you use the RIAS Application, you might receive a Pop-Up Blocker message from your web browser, depending on your current settings. Change the Pop-Up Blocker setting to allow pop-ups. A list of instructions for specific browsers is provided using this link, Internet Explorer When you upload your journal entry using Web ADI, Internet Explorer must have specific settings for the upload to be successful Follow these steps: Step 1 - Select Tools>Internet Options from the toolbar. Desktop Configuration Guide September

10 Step 2 - Select the Security Tab>Trusted Sites and then Sites. Step 3 - Add to your trusted sites. Then click Add and then Close. Desktop Configuration Guide September

11 Step 4 - Then select Custom Level. Step 5 Ensure the security settings defaults to Medium. Desktop Configuration Guide September

12 Step 6 In Security settings, use the scroll bar to locate the Scripting section and enable all items, except XSS filter. Disable the XXS Filter. Then select OK. Step 7 - Click OK to exit internet options. A warning message appears. Select Yes. Then click OK again. Desktop Configuration Guide September

13 Security Warnings If you login to the RIAS application and receive any of the warning messages listed below, you need to add the Current site (highlighted in purple) to your Trusted Sites in your Internet Options. See steps 1 to 3 under the Internet Explorer instructions of this guide. Desktop Configuration Guide September

14 Security Certificate When logging into RIAS this error screen comes up. It s ok to select the second link shown, (Continue to this website) but to fix this problem follow the instructions below. Note: If you have administrative privileges, you can use this link to fix the error. If you do not have administrative privileges, contact your department s technology support person for help. Step 1- After you login to the University Software Portal, click the SSL Certificate link. Desktop Configuration Guide September

15 Step 2 - Click on the question How do I request a certificate? And follow the instructions given. After you complete the SSL Certificate steps, when you log into the RIAS application, the certificate error will not appear. Desktop Configuration Guide September