Downloading and Installing Interactive Reporting (Hyperion) Web Client

Transcription

1 Use the links below to skip to a specific section in the document: Downloading and Installing Interactive Reporting (Hyperion) Web Client... 1 Introduction... 1 Setup... 1 Identifying the version of Internet Explorer... 1 Setting compatibility view... 2 Browser settings... 4 Installing... 9 Installing the web client... 9 Setting preferences ** DON T SKIP THIS SECTION ** Install Complete run a query to test Introduction The Interactive Reporting (Hyperion) Web Client Browser Plug-in is needed to run published reports. The most current version of the plug-in is and is only supported on the Windows operating system (XP, Vista, and 7) and on the Internet Explorer (IE) versions 6, 8, 9, 10, 11 browser. It will NOT work on Macs or on any other browser (i.e. Mozilla Firefox, Google Chrome, Opera, Apple Safari). Prior to attempting to run any of the published queries, ensure your browser settings are correct (as identified below). This will greatly reduce the number of problems that may be encountered during installation. ** Note: these instructions were developed using Windows 7 and Internet Explorer 11. If you have Internet Explorer 10 or 11, you will need to set the Compatibility View settings first. Setup Identifying the version of Internet Explorer Click on the: a) little gear icon at the top of the Internet Explorer window, or Page 1 of 16

2 b) the little help icon at the top of the IE window, or c) the Help menu item Then, click on About Internet Explorer. A pop-up box will be displayed that will tell you which version of Internet Explorer you are using. Keep this in mind as you go through the instructions. Setting compatibility view If you have Internet Explorer 10 (IE10) or Internet Explorer 11 (IE11), follow the steps below to set the Compatibility View settings so that the Hyperion Interactive Reporting site will open up in Compatibility View. Otherwise, skip this section. 1. First, make sure all Internet Explorer windows are closed. I recommend using the following steps to be sure that there are no processes hanging in the background. 1. Open Task Manager (CTRL+ALT+DEL and click on Start Task Manager ), and click on the Processes tab. 2. Click on the Image name column header to sort. Page 2 of 16

3 3. If there are any iexplore.exe processes out there, right click on each one and select End Process. Do this until no iexplore.exe processes are active. If you ve been having issues, there may be several hanging out there. If there are none, just go to the next step. ** Tip: Start with one that says only iexplore.exe (no *32 or anything after it). In most cases once you end that process the rest will go away. 4. Close the Task Manager window. 2. Open Internet Explorer. 3. Click on Tools Compatibility View settings from the menu bar at the top of the IE window. ** The Tools menu from the little gear icon DOES NOT have this option you have to click on the Tools menu option from the menu bar. If you can t see the Tools menu on the menu bar, right click on Internet Explorer (up near where the tabs are) and click on the Menu bar option so that it has a checkmark (see below) then the Tools menu item should show up. 4. Type Wisconsin.edu in the box and click the Add button. Then click the Close button to close the dialog box. Page 3 of 16

4 5. Go to Tools Internet Options from the menu bar. Make sure the Delete browsing history on exit checkbox is NOT checked. If it is, uncheck it and click the OK button. This prevents the browser from removing the Wisconsin.edu from the compatibility view list. 6. Close Internet Explorer, then re-open. This step makes sure that the settings are saved. 7. Go to the Hyperion Interactive Reporting site. You should be prompted to choose your campus and log in. The workspace home page should be displayed. Browser settings In most cases, you should not have to change browser settings to install. The networking team now pushes the FASTAR site to all computers as a trusted site, which was the main problem we used to experience. However, going through these steps ensures you don t encounter issues further on during the install. 1. From the browser menu bar, select Tools Internet Options. If you can t see the browser menu bar, press the ALT key. You can also use the little gear-shaped icon on the browser menu bar to get to Internet Options. Page 4 of 16

5 2. The Internet Options dialog box should be open to the General tab. 3. OPTIONAL Only if you are having issues. From the General tab, click on the Delete button in the Browsing History section. The Delete Browsing History dialog box will be displayed. Page 5 of 16

6 4. OPTIONAL keep this in mind if you have problems - Ensure that all boxes except Preserve Favorites website data are checked in the Delete Browsing History dialog box, and click the Delete button. This will clear your browser s cache to prevent any problems with the plug-in installation. Once the delete is finished, you will see the following box at the bottom of the screen. Click on the X on the right side to close it. *** Note if you do this, you will have to readd Wisconsin.edu to your compatibility view settings. 5. OPTIONAL just keep this in mind if you start having strange behavior in the browser - Click on the Settings button in the Tabs section in the General tab. Ensure that the behavior for the When a pop-up is encountered section is set to Always open pop-ups in a new window. Page 6 of 16

7 6. Click on the Security tab, click on the Trusted Sites green checkmark to select the Trusted Sites zone, and then click on the Sites button. Page 7 of 16

8 7. Ensure that the following site is in the list of trusted websites: (This option should be automatically in there as it s been added through the network). If not, copy and paste the website into the Add this website to the zone: text box and click the Add button. Also, if you have problems installing where you seem to be continually prompted to enter your password, add: to the list of trusted sites. Recent testing seems to show that this site is no longer needed, but it may be. 8. Click the Close button to close the Trusted Sites dialog box. 9. Click on the Privacy tab. If you normally don t have the pop-up blocker turned on (the Turn on Pop-up Blocker checkbox is not checked), then no additional steps are required here skip to step 11. If you do have the pop-up blocker turned on (the checkbox is checked), click on the Settings button. 10. Type *.fastar.wisconsin.edu in the Address of website to allow: input box and click the Add button. Click on the Close button to close this dialog box. ** Note: If your browser does not allow you add *.fastar.wisconsin.edu to the list, use the following addresses: Page 8 of 16

9 11. Click the OK button to close the Internet Options dialog box. 12. Completely close ALL Internet Explorer windows and ensure all open instances of the browser are closed. Your browser settings should now be correct. Installing Installing the web client The web client runs as a browser plug-in to Internet Explorer. The following instructions detail how to download and install the web client. ** PAY ATTENTION TO ANY SECURITY WARNINGS AND MAKE SURE TO ALLOW THEM ** 1. Open Internet Explorer and click on the following link: ** Note: This site can always be found through a link on the Logins page at uwstout.edu. It can also be found by clicking on the Reports tab in AccessStout. 2. Select your campus and click the Select button. or Page 9 of 16

10 Bookmark Warning: Do not bookmark this page! Wait until you are on the Interactive Reporting EPM workspace before creating a bookmark. 3. You will be prompted to login using your username and pw. Click on the Login button. 4. The new Interactive Reporting workspace will be displayed. Your web browser will display a page that says Oracle Enterprise Performance Management System. Page 10 of 16

11 5. Select Tools Install Interactive Reporting Web client from the menu bar. ** Note: If you have Windows 7, you will need administrator access to install this plug-in. 6. You should see the following screen which is doing a check of your computer to see if you already have the plug-in installed. 7. About this time, you may see the following messages on your screen: a small popup box with a yellow border on the bottom of your screen which says, This website wants to install the following add-on: setup.cab Page 11 of 16

12 Another message pops up in the middle of the screen which says, Unable to launch the installer Click on the OK button on the Unable to install message in the middle of the screen to close the message. Then click on the Install button on the message at the bottom of the screen. 8. The following message may pop up. If you see this message, click on the Install button. 9. A message will pop-up indicating that the install shield wizard is starting. This message will stay up for a little while. You just need to wait for the next window. 10. The Preparing Setup window will pop up. You just need to wait until the next screen comes up. Page 12 of 16

13 11. You will be prompted to select additional components to install. To significantly reduce installation time, you may uncheck the Font Files and Widgets options. I recommend installing the Help Files if you will be using the web client for modifying or developing your own queries. Click on the Next > button to continue. ** If you check all of the checkboxes, the download and installation will take well over 45 minutes!!! 12. You will see status bar showing that the plug-in is installing. Again, this may take a while. Page 13 of 16

14 13. A dialog box will be displayed informing you when the plug-in installation is complete. Click on the OK button. Setting preferences ** DON T SKIP THIS SECTION ** Some preferences now need to be set within the workspace in order for our queries to run and display properly. You should now be looking again at the Interactive Reporting workspace home page. 1. From the workspace menu bar, click on File Preferences. 2. Select Interactive Reporting in the left-side navigation bar, and change the Default Open Format option to Interactive Reporting Web Client. Click the OK button. Page 14 of 16

15 You may get a pop-up saying that your preferences have changed and that you need to exit from the browser. If you do see this message, close down all browser windows, and then log back in to Interactive Reporting. Install Complete run a query to test The download, installation, and setup of the new Interactive Reporting web client should be complete. To test: 1. From the Interactive Reporting Workspace Home page, click on the Explore button. 2. Navigate to the query you would like to run Page 15 of 16

16 3. Double-click on the query name. A popup window should be displayed (very much like before) with the query in it. If the query is displayed properly in a popup window, the installation was successful. Note: if you receive the following message, check the Do not show box and click the OK button. This may happen with some of the existing queries. It should not affect anything, and you shouldn t see the message again. For existing Hyperion users, the web browser plug-in will look very familiar. You will be able to run the query just as you had before in the Hyperion 8.5 system. For new Interactive Reporting users, follow the instructions on the Home page of the query to process the query and see the results. Also refer to the Interactive Reporting Query User Guide document. Page 16 of 16