Install the UM-Plan Windows Client

Note:  To install the Windows Client, the best browser to do this is in Internet Explorer 11.  For other browsers like Google Chrome or Firefox, an additional Add-on will be required.  Refer to the ‘Chrome & Firefox Instructions’ to install the Add-ons.

  1. Navigate to the UM-Plan tool.
  2. Once you navigate to the UM-Plan tool, you will receive the IdM login screen.  Log in using your IdM production credentials.  
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  3. Once you sign in, you will receive the UM-Plan homepage.  On the upper right corner of the menu bar, you will have a rocket ship icon.  Select the rocket ship icon and you will have an option for the Windows Client.
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  4. Once you select the Windows Client option, you will receive the following message.  
    Do you want to install this application? Options: Install or Don't Install.
  5. Select the Install button.  Note: This install is only required for the first time you log into this system.
  6. Once the installation is complete, you will receive a new window with additional content viewable on the left.  The next time you log into the Windows client, this page will launch automatically without the installation steps. 
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