Downloading and Installing Interactive Reporting - UW

Downloading and Installing Interactive Reporting (Hyperion) Web Client
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 **......................................................................... 14
Install Complete – run a query to test ................................................................................................ 15
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 11.1.1.4 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
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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.
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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.
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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.
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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.
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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”.
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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.
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7. Ensure that the following site is in the list of trusted websites:
https://bi2.fastar.wisconsin.edu
(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:
https://access.iam.wisconsin.edu
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:
https://access.iam.wisconsin.edu
https://bi2.fastar.wisconsin.edu
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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:
https://bi2.fastar.wisconsin.edu/workspace/index.jsp
** 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.
or
2. Select your campus and click the Select button.
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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 email 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.
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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’ “
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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.
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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.
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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.
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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
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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.
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