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

Procedure

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

Must use Internet Explorer (IE) web browser
- For versions more recent than IE8, IE must run in compatibility mode
  - IE10:
    - Simply click on the compatibility mode icon located to the right of the url (website address)
  - IE11:
    - From the Menu toolbar, select “Tools” then “Compatibility View Settings”
    - Type “rpi.edu” into the input box within the popup and click Add

Keep screen size in IE at 100%
- From the main menu, view, select “View (100%)”
Pop-up Blocker:
- From the Tools Menu, hover over the Pop-up Blocker item, and select “Pop-up Blocker settings” option in the fly-out menu
- Add dw.rpi.edu, *.server.rpi.edu, and *.rpi.edu to the list of Allowed sites and click Close
Internet Options (Select “Internet Options” from the “Tools” menu):
- Select the “Security” tab, then click on “Trusted Sites”
- Make sure “Enable Protected Mode” is not checked
- Click on the “Sites” button
- Enter each trusted site separately (click the “Add” button after each one) and click “Close” when done:
  - https://dw.rpi.edu
  - server.rpi.edu
- Next, you’ll need to make an adjustment to the way IE handles menus. From the “Security” tab in “Internet Options”, select “Trusted Sites” then select the “Custom level” button
- - 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
    - Click the OK button
    - Finally, click Apply and then click OK again to exit Internet Options
- 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.)
  - Enter your data warehouse username and password in the login page
  - After you login, you’ll be on the Workspace page
    - Install the IR plug-in from this page:
    - Select “Tools”, and then “Interactive Reporting Web Client” from the Install menu

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.)

After you click the warning message, if prompted, click the “Install This Add-on for All Users on This Computer”
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)
The installation should take from 5-8 minutes to complete and will display the progress