Medical School Accounting Data Warehouse
                Software Installation Instructions for Macintosh

Contents
(Click...
Step 1: Obtaining Access to the Oracle, MIS WorkGroup,
        and Key Servers
You will first need to obtain access to a n...
• Enter the Name and Password which
  have been assigned to you for use
  with the MIS WorkGroup Server.

• Click on OK.

...
You should see a window like the one at
the right.

• Click on Continue.




You should see a window like the one at
the r...
Comments: Oracle SQL*Net is now installed, but needs to be configured. The next step will be to
configure your Oracle soft...
• Use the next dialogue box to find and set the
  Oracle Home Folder. The folder listed by
  default is usually incorrect....
• Select the volume “KeyServer
  Files”.

• Click on OK.

• Afterwards, you should have a
  “KeyServer Files” icon on your...
You will need to Restart your Macintosh before the KeyAccess
extension can be used.

• In the Finder, pull down the Specia...
Step 6: Installing The Keyed Version of BrioQuery
Requirements:            68030 processor or better
                     ...
• Double click on the “Public” volume name.

Afterwards, you should have a “Public” icon on
your desktop.




Install Brio...
• Place the BrioQuery™ 4.0 folder where you
  want it to be installed.

• Then click Install.




It will take a minute or...
You will be asked for a serial number. Enter as
indicated:



You will need to set up your connections with the
server.

•...
• Click OK on the next
  window:




• On the following screen, enter Egret and click
  on Save to save the “open catalog”...
• Click on Discard.




Set up BrioQuery’s Connections with the DoIT’s Infoaccess Server
You will need to purchase InfoAcc...
• Enter your Infoaccess username and password,
  along with host ID infoaccess:




• Click on OK.




• Enter infoaccess ...
• Select the File menu, and then Preferences, and then Default
  Formats.




• Click on the Add button.

• Enter format #...
• Change Header1 and Footer1 to 14 point bold.
  Change Header2 and Footer2 to 12 point bold.
  (Although it is hard to se...
Upcoming SlideShare
Loading in …5
×

Software Installation Instructions for Macintosh

414 views

Published on

Published in: Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
414
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Software Installation Instructions for Macintosh

  1. 1. Medical School Accounting Data Warehouse Software Installation Instructions for Macintosh Contents (Clicking on a section’s title will take you to that section.) Requirements: 17.2 MB of disk space for complete installation A 68040 processor (e.g., a Quadra) with 8 MB of physical memory PLUS whatever the Mac OS takes, - OR - a PowerPC-Based Macintosh with 16 MB of memory and virtual memory on. Step 1: Obtaining Access to the Oracle, MIS WorkGroup, and Key Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 These servers enable you to access the Accounting Data Warehouse, the software installers, and the key server. Step 2: Installing Oracle SQL*Net...............................................2 SQL*Net enables your machine to communicate with the Oracle database containing the accounting data. Step 3: Configuring Oracle SQL*Net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Step 4: Installing The KeyAccess Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 You must use KeyAccess to use BrioQuery in our environment. It allows us to reduce software costs by keeping count of the number of people using BrioQuery at the same time. Our software license allows us to have up to seven simultaneous users. Step 5: Configuring The KeyAccess Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Step 6: Installing The Keyed Version of BrioQuery . . . . . . . . . . . . . . . . . . . . . . . . 9 BrioQuery is the program you can use to access and analyze the accounting data. Step 7: Configuring BrioQuery................................................. 11 Instructions for Installing Software for Macintosh Page 1 October 7, 1996
  2. 2. Step 1: Obtaining Access to the Oracle, MIS WorkGroup, and Key Servers You will first need to obtain access to a number of servers: 1. Egret.doit.wisc.edu contains the Accounting Data Warehouse data. 2. Dash - MIS WorkGroup Server 1 contains the software installers. 3. MIS KeyServer keeps track of the number of BrioQuery licenses being simultaneously used. To obtain access to these servers, you need to send email to the server administrator, Shad Aumann (shad.aumann@mail.admin.wisc.edu) and the Oracle manager, Cathy Gilligan (cathy.gilligan@mail.admin.wisc.edu). In the email, include your: 1. Name 2. Initials 3. 3270 logon, if you have one. Please indicate if you do not have one. 4. Department 5. Office Number & Building 6. E-mail Address You will receive emails from them containing your user names and passwords to access the three servers. Step 2: Installing Oracle SQL*Net Requirements: 68040 processor with 8 MB of physical memory or PowerPC-Based Macintosh with 16 MB of memory and virtual memory on. 2.2 MB of disk space NOTE: If you already have Oracle SQL*Net Version 2 installed, skip steps 2 and 3. You will have Oracle SQL*Net if you have previously installed Oracle for Infoaccess or the Accounting Data Warehouse. If you have Oracle from other sources, it is version 2 if the oracle folder contains the network:admin folder with the file tnsnames.ora. Connect to the MIS WorkGroup Server to Access Med School Installer Program • Under the Apple open Chooser. • Click on the AppleShare icon. • Locate the Biostat zone and click on it. • Select Dash - MIS WorkGroup Server 1 from the file. • Click on OK. Instructions for Installing Software for Macintosh Page 2 October 7, 1996
  3. 3. • Enter the Name and Password which have been assigned to you for use with the MIS WorkGroup Server. • Click on OK. Install SQL*Net on Your Machine • Double click on the Public volume name. Afterwards, you should have a Public icon on your desktop. • Double-click on the Public icon on your desktop. • Double Click on the Applications folder within Public. • Double click on the Medical School Installer icon. Instructions for Installing Software for Macintosh Page 3 October 7, 1996
  4. 4. You should see a window like the one at the right. • Click on Continue. You should see a window like the one at the right. • Click on Install. • Place the Accounting Data Warehouse folder where you want it to be installed. • Then click Install. It will take a minute or two for Oracle SQL*Net to install. You will get a message indicating that Installation was successful. • Click on Quit. • Close windows to clean up your desktop. • Drag public icon to trash. Instructions for Installing Software for Macintosh Page 4 October 7, 1996
  5. 5. Comments: Oracle SQL*Net is now installed, but needs to be configured. The next step will be to configure your Oracle software. Step 3: Configuring Oracle SQL*Net You will need to run the “Set Oracle Home” Application. • Double click on the UW Medical Accounting Data Warehouse Folder. • If you do not see anything in this folder, click on the resize button (the upper right hand corner of the window), and then click on the resize button again. This screen on the right should display. • Double-click on the Oracle folder. • Double-click on the Applications folder. • Double-click on the Set Oracle Home application. • If you have never set an Oracle Home folder, you will see the warning to the right. Click OK. Instructions for Installing Software for Macintosh Page 5 October 7, 1996
  6. 6. • Use the next dialogue box to find and set the Oracle Home Folder. The folder listed by default is usually incorrect. Before you click the set Home button, select your Oracle Folder from the pull-down menu. The oracle folder should contain Applications, Database, Drivers, and Network, as at the right. • Click Set Home. • Close windows to clean up your desktop. Comments: Oracle Installation is now complete. Complete the following steps to install Brio Query. Step 4: Installing The KeyAccess Extension Connect to the MIS WorkGroup Server to copy the KeyAccess Extension to your Macintosh • Under the Apple Menu, open Chooser. • Click on the AppleShare icon. • Locate the Biostat zone and click on it. • Select Dash - MIS WorkGroup Server 1 from the file server menu. • Click on OK. • Logon with: Name: KeyServer Password: key • Click on OK. Instructions for Installing Software for Macintosh Page 6 October 7, 1996
  7. 7. • Select the volume “KeyServer Files”. • Click on OK. • Afterwards, you should have a “KeyServer Files” icon on your desktop. Install the Key Server Extension on your Macintosh • Double-click upon the “KeyServer Files” icon on your desktop to open up the window seen on the right. • Drag the KeyAccess icon onto your System Folder. A dialog will appear asking if you would like to store KeyAccess in your Extensions folder. • Click on OK. • Close windows to clean up your desktop. Instructions for Installing Software for Macintosh Page 7 October 7, 1996
  8. 8. You will need to Restart your Macintosh before the KeyAccess extension can be used. • In the Finder, pull down the Special menu and select Restart. Comments: You now have the KeyAccess software necessary to connect to the MIS KeyServer. The next step will be to configure your KeyAccess software. Step 5: Configuring The KeyAccess Extension Once your Macintosh has restarted, you will need to configure the KeyAccess extension. • Under the Apple Menu, open Chooser. • Click on the KeyAccess icon in the upper left hand box. • Locate the Biostat zone and click on it. • Select MIS KeyServer from the KeyServer menu. • Click on Log On. • Enter the Name and Password which have been assigned to you for use with the KeyServer. • Click on the “Save Name and Password” checkbox. • Click on OK. • Close windows to clean up your desktop. Comments: You should now be logged onto the KeyServer and ready to use keyed applications. The next step will be to connect to the MIS WorkGroup Server to install the keyed version of the BrioQuery software. Instructions for Installing Software for Macintosh Page 8 October 7, 1996
  9. 9. Step 6: Installing The Keyed Version of BrioQuery Requirements: 68030 processor or better 8 MB of memory PLUS whatever the Mac OS takes. 15 MB of disk space for complete installation NOTE: If you have a previous version of BrioQuery from Infoaccess or the Accounting Data Warehouse, FIRST do the following: Open the System:Preferences folder. Select the Brio Preferences folder, any documents starting with “BrioQry Preferences” and BrioQuery DAPref document. Drag the selected files to the trash. Additionally, when you have completed the install, you should delete old versions of BrioQuery, whether you got them from Infoaccess or the Accounting Data Warehouse. Be careful not to delete any queries you saved in your old BrioQuery folder. Connect to the MIS WorkGroup Server to Access the BrioQuery Installation Program • Under the Apple open Chooser. • Click on the AppleShare icon. • Locate the Biostat zone and click on it. • Select Dash - MIS WorkGroup Server 1 from the file. • Click on OK. • Enter the Name and Password which have been assigned to you for use with the MIS WorkGroup Server. • Click on OK. Instructions for Installing Software for Macintosh Page 9 October 7, 1996
  10. 10. • Double click on the “Public” volume name. Afterwards, you should have a “Public” icon on your desktop. Install Brioquery on Your Macintosh • Double-click on the Public icon on your desktop. • Double Click on the Applications folder within Public. • Double Click on the BrioQuery 4.0 (Keyed) folder within Applications. • Double click on the Install BrioQuery 4.0 icon You should see a window like the one at the right. • Click on Continue. • If you have a 680x0 Mac or a Power Mac, click on BrioQuery 4.0 Full Install. • Click on the Install button DO NOT use the BrioQuery 4.0 for PowerMac Full install!! We are still having problems with it. Instructions for Installing Software for Macintosh Page 10 October 7, 1996
  11. 11. • Place the BrioQuery™ 4.0 folder where you want it to be installed. • Then click Install. It will take a minute or two for BrioQuery™ 4.0 to install. You will get this message. • Click on Quit. You will get this message indicating that you will have installed a keyed program. • Since you already have access to the MIS KeyServer, simply click on OK. • Close windows. • Note: Please log off of the MIS WorkGroup Server by dragging the “Public” icon to the Trash. Comments: BrioQuery is now installed, but needs to be configured. The next step will be to configure your BrioQuery software. Step 7: Configuring BrioQuery Set up BrioQuery’s Connections with the Accounting Data Warehouse Server “Egret” Now, you will need to run BrioQuery to do some additional setup. • Double click on the BrioQuery™ 4.0 icon. Instructions for Installing Software for Macintosh Page 11 October 7, 1996
  12. 12. You will be asked for a serial number. Enter as indicated: You will need to set up your connections with the server. • First, select Table Catalog under DataModel: You will get one of the two screens on the right. • Click on Create. • Set up the Server Chooser windows as below. • Click on OK. • Enter your signon and the host name. • Click on OK. Instructions for Installing Software for Macintosh Page 12 October 7, 1996
  13. 13. • Click OK on the next window: • On the following screen, enter Egret and click on Save to save the “open catalog” setup. • We recommend clicking “Yes” on the next box: You will then be signed on to Egret. • Close this document by clicking in the upper left hand corner. Instructions for Installing Software for Macintosh Page 13 October 7, 1996
  14. 14. • Click on Discard. Set up BrioQuery’s Connections with the DoIT’s Infoaccess Server You will need to purchase InfoAccess from DoIT in order to obtain a logon to their server. Do not install their software, as it would be mostly redundant with the Accounting Data Warehouse software. • Select New under the File menu. • Select DataModel menu, and then Select Open Catalog. • Click on Create. • Set up the Server Chooser window as indicated below. • Click on OK. Instructions for Installing Software for Macintosh Page 14 October 7, 1996
  15. 15. • Enter your Infoaccess username and password, along with host ID infoaccess: • Click on OK. • Enter infoaccess in the box and click Save. The fact you are signed onto Infoaccess will be indicated by the absence of a red X through the barbell at the lower-right corner of your screen: • Close the document and discard changes. Set Up BrioQuery’s Preferences The following steps set the default formats for numbers. The number setting here is recommended, since accounting data usually deals with dollars and cents. Yet it also will display numbers with up to five decimal places (hundred thousandths). Instructions for Installing Software for Macintosh Page 15 October 7, 1996
  16. 16. • Select the File menu, and then Preferences, and then Default Formats. • Click on the Add button. • Enter format #,##0.00###. Click OK. • Click and hold on the pop- up menu for “Real” numbers. • Select the item you just created, which will be the last in the list. Your window should now look like the window to the right. • Click OK. The following steps modify the default fonts for detail reports. The settings here are recommended. Of course, you may choose your own fonts. • Select the File menu, and then Preferences, and then Detail Report Fonts. Instructions for Installing Software for Macintosh Page 16 October 7, 1996
  17. 17. • Change Header1 and Footer1 to 14 point bold. Change Header2 and Footer2 to 12 point bold. (Although it is hard to see, the four bold keys are depressed to the right.) Comments: The keyed version of BrioQuery should now be configured. Instructions for Installing Software for Macintosh Page 17 October 7, 1996

×