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BRIO 6.2 NEW INSTALLATION NOTES FOR MAC OS X

PRE INSTALLATION NOTES ¾ You will need your User ID and Password at several points in the installation procedure. These are assigned after you have attended the Brio Class. ¾ If you currently have TCPAxcess or InterAxcess installed on your system and you use it to access TERMS via your site AS/400, please take a moment and the record the IP Address for your site’s AS/400. Check with your DPC or TLC if you don’t know your AS/400's IP address.

STEP1: REMOVE ALL ODBC ¾ Find all file names that contain ODBC on your hard drive by holding down the Apple [Command] key and [F] key simultaneously, or by using . Enter "ODBC" and click on the magnifying glass. ¾ Drag all the files found to the TRASH. (No need to delete "odbc.php" or . files) Be careful you are only discarding ODBC files! ¾ Empty TRASH.

STEP2: LOG ON TO SBBC ¾ Click on on the Dock, then select Go from the top menu and choose Connect to . ¾ In the Connect to Server window, in the Address area near the bottom, enter : afp:/at/ETS01:TSSC , then click Connect button. ¾ In the window that appears, Connect to file server "ETS01, select the Guest option and click the Connect button. ¾ In the ETS01 window that will appear, select SBBC and Click the OK button. An SBBC icon is now on your desktop. (This icon is a shortcut to the application software that is stored on the district network.) ¾ Close the ETS01 window. ¾ Double-click on the SBBC icon. After it opens, single click the folder and then double click to open Brio Installs.

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¾ Locate the MacMidrange Client 2.0d2 within the BRIO Installs folder on the SBBC server and drag it to your desktop. ¾ Locate the BrioQuery 6.2 folder within the BRIO Installs folder on the SBBC server and double click to open. Locate the BrioQuery 6.2 Installer and the Open Catalog folder within the BrioQuery 6.2 folder and drag them both to the Desktop.

STEP3: BRIO SOFTWARE INSTALLATION

¾ Double click the BrioQuery 6.2 Installer on your desktop. Classic Environment of Mac OS 9 will load in the background (unless OS 9 already loaded), then a window with the BrioQuery logo appears. Click Continue. ¾ A User License agreement appears. Click Agree. Then click Install. ¾ The next window is for you to indicate where you want to install Brio on your computer. Double-click Macintosh HD; then double click Applications to store Brio in that folder. Don’t change the default Brio folder name at the bottom of the window. ¾ Click Install. BrioQuery 6.2 is now being loaded onto your computer. You will get a message indicating the installation is complete. Click Quit. ¾ Drag the Open Catalog folder that is on your Desktop and place it within the new BrioQuery 6.2 window or folder if it is not already there. ¾ Close all open windows.

STEP4: SET BRIO QUERY MEMORY SETTINGS AND MAKE ALIAS ¾ Open your Macintosh hard drive, open the Applications folder, and then open the BrioQuery 6.2 folder. ¾ Single click the BrioQuery icon to highlight it and then click File from the top Menu bar, then Show Info, and select Memory from the drop down box. (If the Memory option does not appear, try loading another OS 9 application such as the , then try again). ¾ Tab to Preferred Size and change to 50000. ¾ Tab to Minimum Size and change to 25000. ¾ Close the BrioQuery Info window. ¾ With BrioQuery still highlighted select File->Make Alias from the Menu bar. A BrioQuery icon has now been created that will appear in the BrioQuery 6.2 folder. Drag the alias to your desktop or to the Dock , and use it in the future as a shortcut to open BrioQuery 6.2. ¾ Close the open Macintosh HD folder.

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STEP5: INSTALL MAC MIDRANGE ¾ Double-click MacMidrange Client 2.0d2 on your desktop. ¾ Double-click Client Installer. Click Accept license. ¾ Choose Uninstall from the dropdown box located in the upper left corner of the window. Click the Uninstall button at the lower right and Continue. ¾ When Uninstall in complete, choose Custom Install from the dropdown box located in the upper left corner of the window. ¾ Click on SQL ACCESS and ODBC DRIVERS to select these items for your custom install. ¾ At the bottom of the window where it says in small font ‘Install Location: ’ make sure the destination is your Macintosh HD. ¾ Click Install, Continue, and follow instructions on screen. Click Later when asked to register the NLynx Systems MacMidrange Client. Then click Restart button.

STEP6: CONFIGURE the Data Warehouse AS400 entry (in MacMidrange). ¾ After Restart double click the Macintosh HD icon ¾ Double click the System Folder (the one with the "9" on the outside) ¾ Open the Control Panels folder ¾ Double click the MacMidrange Config icon. ¾ A MacMidrange Config panel will appear on your screen. ¾ Click on Add. Complete the panel with the Data Warehouse AS/400 information shown below: • AS/400 Connect: AS9625C • ID: Your BRIO User Id • Connection: TCP/IP info • IP Address: 10.252.0.135 ¾ Click OK, and then close the MacMidrange Config window.

If your Interaxcess was configured for TERMS, installing BRIO wiped it out and you must add your AS400 setting back into MacMidrange.

¾ To reconfigure your local AS400 entry (for access to TERMS), go back to the MacMidrange panel and complete as follows: • AS/400 Connect: AS400 • ID: Your BRIO User Id or any id. • Connection: TCP/IP info • IP Address: Your school’s IP Address To find your school’s IP Address check with your DPC or TLC.

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STEP7: SETUP ODBC PPC

¾ Double click the Macintosh HD icon, double click the System Folder (it has a "9" on the outside), then open the Control Panels folder, and double click the ODBC Setup PPC icon. A window will appear. Click on Setup Data Sources. ¾ Click the ADD button. ¾ Select MacMidrange ODBC PPC setup data source and click OK. ¾ A window with five tab buttons will appear. You will enter information into each tab. To access a tab click on the tab name. The table below displays (left to right) the tab names, the field names that need to be modified, and the values for those fields. If a field name is not given below, let it remain at its default value.

DO NOT click OK until you have completed all five tabs.

TAB NAME FIELD NAMES FIELD VALUES General Data Source Name: SADW400 Description: Student Achievement DW AS/400 Connection: AS9625C User ID: Your Brio User ID Server Default Libraries: SADW Format Date: mm/dd/yyyy (USA) Performance Size: 128 (if you have 64+MB of RAM) 32 (if you have 24MB of RAM) Other Other Description Type: SQL Object Comment Scrollable Cursor: No Scrollable cursor if row set is 1 Tracing check box: OFF (no X in box)

¾ Click on OK and click the Close button, and close the ODBC Setup PPC window.

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STEP8: LOAD BRIOQUERY ¾ Double-click on the Brio icon. ¾ Enter serial number 318208409-300730377, if prompted. ¾ Once Brio starts, click on A New Database Connection File. ¾ Click on the BROWSE button then double click on your user type. o Admin.oce for “S” Userid o District.oce for “U” Userid o Instruct.oce for “T” Userid o Psychol.oce for “P” Userid ¾ Enter your Userid and Password. ¾ Click on OK. ¾ Look at the small "barbell" at bottom right corner of the screen. If the red X goes away you are successfully logged into the DataWarehouse.

Congratulations! You should now have BrioQuery 6.2 installed onto your computer.

WARNING: FUTURE INSTALLATION OF OFFICE 98 ¾ If you are installing with Value Pack, install everything EXCEPT the item called DATA ACCESS.

WARNING: FUTURE INSTALLATION OF FILEMAKER 5/6 ¾ When installing FileMaker 5/6 select “Custom Install” NOT “Easy Install”. All items under “Custom Install” can be checked off except: “FileMaker Pro Web Support” and “ODBC”. This MUST be left blank.

If you experience problems, please call the Help Desk at: 754-321-0411. Suggestions to improve the installation instructions are welcome and can be emailed to: DWHMail.

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