Brio/EPM Initial Application Setup

Overview

How do I request a userid and permissions to the Brio/EPM?

Portfolio Business Manager or Designee will request new user setup by completing the security request form on the brio portal.

Where is Brio/EPM located?

URL: https://dw.rpi.edu/workspace/index.jsp

Procedures

Take the following steps to install the Interactive Web Client from a Windows PC

NOTE:  Must use Internet Explorer (IE) web browser

• • • For versions more recent than IE8, IE must run in compatibility mode
      • IE10:

1. Simply click on the compatibility mode icon located to the right of the url (website address)

[Internet Explorer 10 window showing the Tools tab selected and a list of options and Compatibility View Settings is highlighted]

• • • • IE11:

1. From the Menu toolbar, select “Tools” then “Compatibility View Settings.
2. Type “rpi.edu” into the input box within the popup and click Add

[Internet Explorer 11 Compatibility View Settings window with the "Add this website" field filled in with rpi.edu and the Add button]

• Keep screen size in IE at 100%

3. From the main menu, view, select “View (100%)”

• Pop-up Blocker:

4. From the Tools Menu, hover over the Pop-up Blocker item, and select “Pop-up Blocker settings” option in the fly-out menu

5. Add dw.rpi.edu, *.server.rpi.edu, and *.rpi.edu to the list of Allowed sites and click Close

6. Internet Options (Select “Internet Options” from the “Tools” menu):

7. Select the “Security” tab, then click on “Trusted Sites”

8. Make sure “Enable Protected Mode” is not checked

[Internet Explorer Options window showing a circle around the Security tab, with another around the Trusted sites button and a circle around the check box for Enable Protected Mode option]

9. Click on the “Sites” button

10. Enter each trusted site separately (click the “Add” button after each one) and click “Close” when done:

• • • https://dw.rpi.edu
    • server.rpi.edu

[Trusted Sites window with a circle around the Add this website to the zone field, a circle around the Add button and another circle around the Close button in the lower right corner]

Next, you’ll need to make an adjustment to the way IE handles menus.

11. From the “Security” tab in “Internet Options”, select “Trusted Sites” then select the “Custom level” button

[Internet Explorer Options window showing a circle around the Trusted sites button and a circle around the Custom level button]

12. In the Security Settings – Trusted Sites Zone window, scroll down to Miscellaneous and then click Enable under Allow script-initiated windows without size or position constraints

13. Click the OK button

14. Finally, click Apply and then click OK again to exit Internet Options

[Security Settings - Trusted Sites Zone window, showing a circle around the Miscellaneous settings, a circle around the Allow script-initiated windows without size or position constraints setting and a circle around the Ok button]

15. Login to the EPM Workspace (https://dw.rpi.edu/workspace/index.jsp ) and install the Interactive Reporting Web Client. (Note: You must have administrator privileges to do this. If you do not, administrator should log into your computer as administrator and complete this. Cannot just run IE as Administrator in many cases.)

16. Enter your data warehouse username and password in the login page

After you login, you’ll be on the Workspace page

17. Install the IR plug-in from this page:

18. Select “Tools”, and then “Interactive Reporting Web Client” from the Install menu

[IE window, showing the Oracle page with a circle around the Tools tab with an arrow pointing to the Interactive Reporting Web Client]

19. Begin the installation (if you see a warning regarding running an add-on, click OK in the warning window then click the warning message to allow it.)

[IE window, showing a circle around the warning message that pops up and another circle around the OK button]

20. After you click the warning message, if prompted, click the “Install This Add-on for All Users on This Computer”

[IE window, showing a circle around the Install This Add-on for All Users on This Computer button]

21. Click “Yes” to any prompts from User Account Control regarding making changes to your computer (there may be two: one from Oracle and one from Hyperion)

22. The installation should take from 5-8 minutes to complete and will display the progress 

[IE window, showing the installation progress bar]

23. When Installation has finished, click “OK”

[IE window, showing successful install window with a circle around the OK button]

Last Reviewed: 06-Aug-2018