Peoplesoft Financials for Macintosh Users

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Peoplesoft Financials for Macintosh Users

PeopleSoft Financials for Macintosh 1. Open Remote Desktop Connection located in your Applications folder 2. Type or select computer name: windows.tcu.edu and select the Connect button. 3. You will be connected to a Windows Terminal server. Enter your TCU username and password. Be sure to enter TCU for the Domain. 4. If you see an error window regarding a certificate error, click Continue. 1 5. You are now logged into a Windows Terminal Server. You may need to use the scroll bars on the right and bottom sides of the window to move around and view the entire window. 6. Locate Internet Explorer and open it by double-clicking the icon. 7. Login to http://my.tcu.edu, and select Department/Budget Manager. 8. Select Financial Reports – Portal 2 Documentation for report creation is available in the links near the bottom of the window. (See the image below.) Also training classes are available. 3 9. After running a report from the windows terminal server, the report window will not automatically open. You must choose the Report Manager link to open the report. 10. From the Report Manager, click the filename link to open the report. 11. When finished running reports, don’t forget to log out of the terminal server. Locate the Start button at the bottom left corner of the window Click the Start button and select Log off. Helpful Tips and Troubleshooting 4 Activate Drilldown Add-In in Excel 2013 or 2016 • Open Excel 2013 or 2016 • Click the File tab in the upper left corner of the window • Select Options • Choose Add-Ins from the left menu • Click the Go button at the bottom of the Add-in window • Click the Browse button • Browse to y:\psoft\ • Double-click DrillToPIA.xla • Check the DrillToPIA box and click OK • Select Yes when prompted to copy DrillToPia to the Add-ins folder • Exit from Excel Turn off Pop-Up Blocker in Internet Explorer • Select Tools from the menu • Select Pop-up Blocker • Select Turn Off Pop-up Blocker Clear Cache and Cookies in Internet Explorer • Select Tools from the menu • Select Internet Options • Under Browsing History, select Delete • Check the appropriate boxes, including Cookies • Click the Delete button • Click OK Maximize the Window in the Remote Desktop Connection • Open Remote Desktop Connection • Before logging in to windows.tcu.edu, select RDC from the menu • Select Preferences • Select Display from the top navigation bar 5 6 • Select Full screen from the Remote Desktop Size drop down menu (see picture below) 7 .

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