The goal of this document is to walk the new School of Dentistry user through the initial setup of Crystal Enterprise. There are two primary settings that will permit the necessary environment for effective browsing. Those are the “initial view” and “reports viewer” settings.

The production server is http://crystal01/crystal/enterprise9/launchpad/en/default.htm (OHSU Only)
You will not be prompted for a login name or password if you are currently logged into the workstation. This also means that anyone that sits down at your workstation will be able to launch a browser and see what you see. So be sure to lock your workstation if you should be leaving it for any period of time.

	The launcher is the first page you will encounter. It looks something like figure1. You will click the “ePortfolio” link.
Figure 1 Crystal Enterprise Launcher

Figure 2 Crystal Enterprise ePortfolio menu bar

The ePortfolio menu bar at the top of the screen has a series of buttons, one of which is “Preferences”; click that button.

	The preferences screen will be made available to you.
	First you will set your initial view to “Other: School of Dentistry.”
	Most of the preferences can be set to suit your liking. For instance, the color of the ePortfolio as well as how you would like reports listed for you.
	Secondly you will change your report viewer to “ActiveX viewer”.
	Lastly, be sure to hit “Apply” that is located in the lower right hand corner of the preferences screen.
Figure 3 Setting ePortfolio preferences

Figure 4 Moving to public documents from favorites

You will be brought back to the initial folder view. If you do not see a link that says “School of Dentistry” in the menu header, check to ensure the Favorites button is showing. If you see the “Public” button instead, click the Public button so that the Favorites button will show.

Figure 5 Favorites and Public buttons