Accessing CSU applications through the CSU Portal

including, but not limited to:

- Common Financial System (CFS)

- CFS Data Warehouse

- ServiceNow (CSU IT Support)

 

Logging into the CSU Portal

The CSU Portal is the gateway to CSU hosted applications. You login with your CSUB NetID and Password. From the CSU Portal, you'll be able to access applications like CFS, the CFS Data Warehouse, and ServiceNow.

Navigate your browser to http://www.csub.edu/cms

Click on the CSU Portal Login Icon

CFS Login Button
Select the Bakersfield Campus from the drop down list and click Login CSU Portal Campus selection list

The CSU Bakersfield login screen will appear. Please enter your NetID, your NetID password, then click on Login

Note: Your NetID is the same ID & password you login into your campus PC Workstation, Campus Wireless, etc. There are help links on that CSU Bakersfield login page if you need assistance.

CSUB Login Screen

Upon successful login, you'll end up in your CSU Portal homepage.

For most Departmental users, you'll access the Financial Reports menu to get to the Data Warehouse. Fiscal (BAS) users will also be accessing the Financial Services menu to get to CFS.

CSU Portal menu
   

Accessing Financial Reports

Primarily for Departmental users. Must have the PeopleSoft Security Role CFSCSU_FS_DWReporting_01 to access

Click on the Financial Reports Menu

Financial Reports Menu
Click on the Login Link Reports Login

A new browser window (or tab will appear) while you are logged into the Data Warehouse.

Logging into Financial Reports

Upon successful connection, you should get your Data Warehousing Dashboard.

 BI Dashboard

 

Accessing Financial Services

Primarily for BAS/Fiscal Services Staff & PROCARD users.

Click on the Financial Services Menu

Financial Services
In the CFS Login box, click on the Production link Production

A new browser window (or tab will appear) while you are logged into CFS.

CFS Login

You should now see your PeopleSoft/CFS Menu. Congratulations!

 

If you do not get see a menu as such and get a login page, Please see Troubleshooting at the bottom of this page.

 

 PS Menu
When you complete your session, click on the Sign out link and be sure to close your browser session. Signout

 

Troubleshooting

After successfully logging into the CSU Portal with your NetID & password, If you receive this login page with the message Your User ID and/or Password are invalid. when trying to access Production, this means that you do not have access to CFS.

Please validate with your supervisor that you've filled out an access request form & that you've been approved for CFS access.

Login Error
Using Internet Explorer 9.0, CFS Data Warehouse links do not work.

In order to use Internet Explorer 9.0 for the CFS Data Warehouse, you must turn on Compatibility Mode so that you can click on any links.

Login to the CFS Data Warehouse and navigate to the Data Warehouse Dashboard. On the address bar, click on the Compatability View icon (as illustrated below):

Compatibility Mode