Departmental Reports

How to Access NIU Financial Management System Reports

Online Report Access Procedures

The on-line financial report repository contains PeopleSoft nVison financials reports whch are accessible using Excel 2007 or higher or are reports in the form of PDF files which require Adobe Reader 10.0 or higher to be viewed.  Some adjustments and minor page tuning for your particular workstation and printer(s) maybe neccessary to properly view and print the reports from Excel. Your browse type (i.e., Internet Explorer or Mozilla FireFox), browser version, browser configuration, video resolution, will affect the quality of data presentation.

Access is governed by the user's NIUNT login id.  If the user logs into MS Windows via the NIUNT domain, simply ctrl-left mouse click on the desired report repository directory node link in the Organizational Report Index to open the desired report repository directory.

The Organizational Report Index is an Excel document that outlines the report repository structure.  The first two columns are indexs within the document.  A Left Click  on one of these links will take the user to a section of the document for that division or college.  The Report Node column are Hyperlinks to the Report Repository Server and the node for the associated departmental directory.  Note that users who are logged into their workstation via the NIUNT domain have direct access to the report repository node.  User who do not log into the NIUNT domain will need to setup either a desktop shortcut or drive map configured to use their alternate NIUNT credentials.

The following is the layout of the Organizational Report Index document:

 

For users who do not login into their windows workstation via the university standard NIUNT domain, the underlying hyperlink will need to be copied to the windows explorer address bar or the user can create a desktop shortcut or establish a mapped drive to the desired report directory.  The user can copy the underlying hyperlink by selecting the path display format and selecting "PATH DISPLAY" to "Y".  The user can copy and paste the displayed path to create a Network Link, Desktop Short Cut, etc.

For Mac users, Select "iMAC" as the path format and "Y" to display the HyperLink path for use with SAMBA.  Copy the link and paste it in Safari or File Finder.  You will be prompted for you NIUNT credentials.

Users are encouraged to move to the university Windows Active Directory standard of logging into the NIUNT domain rather than logging into their individual workstation as a local user or logging into a domain other than NIUNT.

Secure Access - Access to report directories is based on access approved by your College's/Department's business manager.  All users require a Windows NIUNT password that is managed by ITS.  If you have access problems, it may be necessary for you to visit the ITS AccountID and Password WEB page at http://www.its.niu.edu/its/accounts/index.shtml and change you password according to ITS password specifications to force a password synchronization and to insure that the password conforms to ITS guidelines.  Users may contact 753-8100 for assistance regarding their login ID and password.

The following describe:

s how to connect to the NIU network via VPN for off campus report access and how to create either a desktop short cut or a mapped drive from the Organizational Report Index using alternate NIUNT credentials.

Connecting to NIU via VPN for Off Campus Report Access:

Installing The VPN Client

 

Install the NIU/CISCO AnyConnect VPN Client if it is not already installed.

In Internet Explorer, connect to www.niu.edu and navigate to the Connect to NIU Web Page (A-Z > Helpdesk > Connect to the NIU Network) and; click on the https://secure.niu.edu; link under Secure Access to NIU Network.

Login to the Secure net Site using your NIU login ID and Password.
The CISCO AnyConnect Secure Mobility Client will be installed and the user will be connected to NIU.

Logging into the VPN Client

If the VPN Client is already installed, click on the AnyConnect Icon on the system tray in the lower right corner of the windows desktop to launch AnyConnect and then click the CONNECT button.

Note, that the icon may not be displayed because of the number of icons in the system tray.  Click on the "^" icon to display additional icons on the system tray.

Enter your NIU login ID and password.

Note that once logged in, any network traffic related to NIU will be routed through the VPN SSL.

To disconnect from the secure NIU VPN connection, click on the AnyConnect Icon in the system tray to open the connection dialogue box and click the DISCONNECT button.

Note that authenticated NIU resources such as report directories will no longer be available unless the secure connection is re-established.

Copy and Pasting a Path in Windows Explorer:

 

Select the desired path format and display the path.  Right click on the desired link in the Organizational Report Index and copy the path.

Paste the copied UNC Hyperlink into Windows Explorer and click the GOTO arrow.

After a few seconds or minutes depending on the user's network connect and windows configuration, the alternate credentials prompt will display. Enter the NIUNT login id as NIUNT\{Login ID} and password and click OK

When the connection is established, Windows Explorer will display the report repository directory.

The user can use the Windows Explorer functionality to sort, search, copy, open print, etc as with directories/files associated with a standard network connection.  Speed will depend on the users network connection particularly if the user is access the files via the VPN from off campus.

Creating a Network Link in Network Locations (Windows 7)

For the most part, Network Links may be a preferable option if the user has access to numerous intranet (i.e. local network vs. internet based) network resources and those resources are not contiguous (i.e. the users access is a directory here and a directory there on a server or across multiple servers).


Similarly, network links provide a means for the user to know where the resource is located.  This can be helpful when requesting support since a desktop short cut or a favorite will not tell you where the resource is unless you know how to drill down to the underlying property of the item.

The following discusses how to create a Network Link in Windows 7.  Users may minimize the number of network links by only creating network links at the highest level to which they have access.

 

Open the Computer Icon
Right click anyplace under the NETWORK LOCATIONS section of the window and click ADD A NETWORK LOCATION.
Click Next

Click Next

Select a path from the drop down, Browse to or, in this case, Paste in the full network path and click NEXT.

If you are not logged into the NIUNT domain, you will be prompted for your NIUNT credentials.  This may take a few minutes for the prompt to be displayed.  The login ID  is your NIU login id prefixed with “NIUNT\”.  You password is your regular NIU login password.

Click OK

Rename network place using a standard convention for example: {Share}{Primary/Volume Folder}_{Path}.  For PeopleSoft the shares are SA-Student Administration, FMS- Financial Management System, HR-Human resources.  All three systems are on the \\vm-psreports1.niunt.niu.edu server.  The shares define the set of directories/folders associated with each system.  The Primary/Volume Folder defines the major data grouping.  In the case of financials, these are PsoftAdmin - interface and administrative directories, PsoftRpts - report generation repository, PsoftWeb - departmental report distribution.  Click NEXT.

Click Finish

The New Link Opened

Creating a Desktop Shortcut:

 

Select the desired path format and display the path.  Right click on the desired link in the Organizational Report Index and copy the link.

Right click on the windows desktop and select New and then Shortcut.

Right click in the location dialog and click paste.

Click Next

If the user is not logged into the NIUNT domain, the user will be challenged to authenticate using their NIUNT login id. If the user saves/remembers the password, the user will have to change this password when their password expires.

Edit the shortcut name as needed and click Finish.

Creating a Mapped Drive (for use with UNC paths only):

 

Select the UNC path format and display the path.  Right click on the desired link in the Organizational Report Index and copy the path.

- Windows XP: Select the Map Network Drive Menu option in Windows Explorer under the TOOLS menu bar item.

- WIndows 7: Right click the Computer option from the Start Menu and select "Map network drive ..."

Windows XP:

 

Windows 7

- Windows XP:

Paste the hyperlink as the Folder to be mapped, click the Reconnect on Logon check box and click on the "Connect using a different user name" link, enter the user's NIUNT login id and click OK.

 

 

 

- Windows 7: Paste the hyperlink as the Folder to be mapped, click the Reconnect on Logon check box and check the Connect using different credentials check box and click FINISH.

Windows XP

Windows 7

- Windows XP: Click OK and Login using the users NIUNT domain login id when prompted.

 

 

 

 

 

 

 

 

 

- Windows 7: After clicking FINISH in the above step the user will be prompted for the alternate credentials.

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If the user choses to remember their password, the user will need to update the credentials when their eDirectory/NIUNT password expires or is changed.

Windows XP

Windows 7

Mapped Drive


How to Open/Download FMS On-Line Reports:

  • Click on the desired organization prefix if you are logged into NIUNT or click on a previously defined Windows Explorer Favorite, Network Link, Desktop Shortcut or Mapped Drive as noted above..
  • Navigate to the directory/report you wish to view.
  • Double click on the report to open the report. Note that the report contains macros for formatting the report when it is opened. If the Excel macro security is set too high, the macro will not run.