1. November 2014 UPlan Guide to Installing Smart View

2. Content  Browser Compatibility  Download is only available via Firefox  https://brm.ucsf.edu/uplan-training-and-materials for Firefox Job Aid configuration https://brm.ucsf.edu/uplan-training-and-materials  Must have admin rights to PC  Must have or download regular Firefox, NOT Firefox ESR (UCSF ITS standard) 2

3. Content cont’d  Download Smart View  Close all Microsoft Products  Sign-in to UPlan > Tools > Install > Smart View > Follow Smart View Install Wizard  Troubleshooting  Excel Add-in configurations  Contact local Control Point Coordinator 3