System Configuration Guide For Desktop Originator /Desktop Underwriter July 2013

Transcription

1 System Configuration Guide For Desktop Originator /Desktop Underwriter July Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 1

2 Fannie Mae. All Rights Reserved. Desktop Originator, DO, Desktop Underwriter, and DU are registered trademarks of Fannie Mae. Java and JavaScript are registered trademarks of Sun Microsystems, Inc. Microsoft, Internet Explorer, and Windows Vista are registered trademarks of Microsoft Corporation. ZoneAlarm is a registered trademark of Check Point Software Technologies Ltd. Norton Internet Security is a trademark of Symantec Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 2

3 Contents Chapter 1: Introduction... 5 Chapter 2: Defining Your Browser Settings... 7 Supported browser version... 7 Supported operating system versions... 7 Setting your browser options for Internet Explorer Accessing the Internet Options screen... 8 Allowing specific sites to use cookies... 8 Setting pop-up blocker policy options Maintaining temporary Internet files Verifying the Content Advisor setting Setting Advanced Web options Settings for Windows XP with Service Pack Setting your browser options for Internet Explorer 7 and Windows Vista Accessing the Internet Options screen Defining trusted sites Allowing specific sites to use cookies Setting pop-up blocker policy options Maintaining temporary Internet files Verifying the Content Advisor setting Chapter 3: Support for Connection Types DNS configuration Supported Internet connection types Non-Supported Internet connection types Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 3

4 2013 Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 4

5 Chapter 1: Introduction All Fannie Mae Web-based applications require a standard Web browser configuration. This document is focused on the browser settings that are required for Desktop Originator and Desktop Underwriter (DO /DU ). There are a number of browser settings that will help to ensure the optimal performance of DO/DU. This document provides the most common settings you can check to ensure you meet the requirements for DO/DU. If you find that your browser configuration does not meet the DO/DU requirements, you can use this document to help you troubleshoot and configure your browser settings. Important: If you access DO/DU through a loan origination system (LOS), refer to the LOS s Web browser requirements Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 5

6 2013 Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 6

7 Supported browser version Chapter 2: Defining Your Browser Settings To facilitate optimal DO and DU performance, the supported browsers are Microsoft Internet Explorer 6, Service Pack 1 and Internet Explorer 7. Important: Fannie Mae periodically updates its equipment and software requirements. For information about the latest requirements, refer to the Technology Requirements. We will work to keep our customers informed about changes to our equipment and software requirements. To make sure you stay up-to-date with the latest changes or updates, please consider subscribing to the Single-Family Selling News . Supported operating system versions As of March 2007, DO/DU can be accessed on computers that run the following operating systems: Windows XP Professional Service Pack 2 Windows XP Home Edition Service Pack 2 Windows Vista NOTE: Note: If your operating system is not listed here, it is no longer supported or is not compatible. For information on Microsoft's support policy regarding the Windows family of desktop operating systems, visit Microsoft s website. Important: If you access DO/DU through an LOS, refer to the LOS s supported operating systems. Setting your browser options for Internet Explorer 6 For optimal performance of DO/DU, your Web browser must be set to have Java and JavaScript enabled and to accept cookies. In addition, there are a number of other browser settings that will help to ensure the optimal performance of DO/DU on your computer. This section explains how to achieve the required browser settings. If you are having problems accessing DO/DU, use this section to verify your settings and to perform other maintenance actions. NOTE: Note: This section assumes that you have Microsoft Internet Explorer 6, Service Pack 1 installed on your computer. Important: If you use other privacy software (for example, ZoneAlarm or Norton Internet Security ) consult the manufacturer s documentation or Web site for instructions on settings that may block JavaScript, cookies, and pop-ups Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 7

8 Accessing the Internet Options screen All Web settings in Microsoft Internet Explorer 6 are located on the Internet Options screen. To display the Internet Options screen, click Tools in the main menu, then click Internet Options. Allowing specific sites to use cookies Use the following steps to allow your browser to accept cookies for specific Web sites, which is recommended for optimal performance of DO/DU: 1. Click the Privacy tab on the Internet Options screen, then click Sites Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 8

9 2. The Per Site Privacy Actions screen appears. Type the name of each Fannie Mae site that you want to access in the Address of Web site field, then click Allow. Enter 3. After you click Allow, the site you entered is displayed in the Managed Web sites section with the setting you specified. When you have finished adding Web sites, click OK. NOTE: Note: You can view information on the fanniemae.com Web site even if your browser does not accept cookies. However, because DO/DU is accessed through these Web sites, and cookies are required by DO/DU, you will need to ensure that your browser is set to accept cookies from these two Web sites Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 9

10 Setting pop-up blocker policy options Use the following steps to set pop-up blocker policy options that are recommended for optimal performance of DO/DU: 1. Click the Privacy tab on the Internet Options screen, then click Settings. 2. The Pop-up Blocker Settings screen appears. Type the name of each Fannie Mae site that you want to access in the Address of Web site to allow field, then click Add. Enter Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 10

11 3. After you click Add, the site you entered is displayed in the Allowed sites section. When complete, click Close. Maintaining temporary Internet files Microsoft Internet Explorer 6 stores temporary Internet files and cookies on your computer. If the other sections in this document did not help you to access DO/DU successfully, you may need to remove the existing cookies and temporary files from your computer so that you can start fresh. Use the following steps to delete these cookies and temporary Internet files: 1. Click the General tab on the Internet Options screen, then click Delete Cookies Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 11

12 2. A confirmation message appears. Click OK. 3. Click Delete Files on the Internet Options screen. 4. A confirmation message appears. Check the Delete all offline content option, then click OK Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 12

13 5. Click Settings on the Internet Options screen. 6. The Settings screen appears. Click Every visit to the page and click OK. Verifying the Content Advisor setting The Content Advisor setting must be set to enable content. To verify this setting, click the Content tab on the Internet Options screen. Make sure that the Enable button appears under this heading. If Disable appears instead, contact your system administrator for assistance Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 13

14 Setting Advanced Web options This section contains the advanced settings that are recommended for working with DO/DU. Click the Advanced tab on the Internet Options screen, then match the following settings. You will need to scroll through the entire list to match all the settings. NOTE: Note: If the Advanced tab is missing from your Internet Options screen, contact your system administrator for assistance Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 14

15 Settings for Windows XP with Service Pack 2 Browsing 0 Always send URLs as UTF-8 (requires restart) 0 Automatically check lor Internet Explorer updates 0 Close unused folders in History and Favorites (requires restart) 0 Disable script debugging 0 Display a notification about every script error 0 Enable lolder view lor FTP sites 0 Enable Install Dn Demand (Internet Explorer) 0 Enable Install Dn Demand (Other) 0 Enable offline items to be synchronized on a schedule 0 Enable page transitions 0 Enable Personalized Favorites Menu 0 Enable third party browser extensions (requires restart) 0 Enable visualstyles on buttons and controls in web pages 0 Force offscreen compositing even under TerminalServer (req 0 Notily when Add-ons disabled 0 Notily when downloads complete 0 Reuse windows for launching shortcuts 0 Show lriendly HTTP error messages 0 Show lriendly URLs 0Show Go button in Address bar lii1j Underline links 0 Always 0 Hover 0 Never 0 Use inline AutoComplete 0 Use Passive FTP (lor lirewall and DSL modem compatibility) 0 Use smooth HTTP 1.1 settings 0 Use HTTP Use HTTP 1.1 through proxy connections Java(Sun) 0 Use Java 2 v1.4.2_041or <applet> (requires restart) [El Microsolt VM 0 Display Java Applets Blocked dialog Security 0 Allow software to run or installeven if the signature is invalid 0 Check for publisher's certificate revocation 0 Check for server certificate revocation (requires restart) 0 Check for signatures on downloaded programs 0 Do not save encrypted pages to disk 0 Empty Temporary Internet Files lolder when browser is closed 0 Enable Integrated Windows Authentication (requires restart) 0 Enable Prolile Assistant 0 UseSSL2.0 0 UseSSL3.0 0 Use TLS Warn about invalid site certificates 0 Warn if changing between secure and not secure mode 0 Warn if forms submittalis being redirected 2013 Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 15

16 Setting your browser options for Internet Explorer 7 and Windows Vista For optimal performance of DO/DU, your Web browser must be set to have Java and JavaScript enabled and to accept cookies. In addition, there are a number of other browser settings that will help to ensure the optimal performance of DO/DU on your computer. This section explains how to achieve the required browser settings. If you are having problems accessing DO/DU, use this section to verify your settings and to perform other maintenance actions. NOTE: Note: This section assumes that you have Microsoft Internet Explorer 7 or Windows Vista installed on your computer. Microsoft Internet Explorer 7 is the browser used in Windows Vista. Important: If you use other privacy software (for example, ZoneAlarm or Norton Internet Security) consult the manufacturer s documentation or Web site for instructions on settings that may block JavaScript, cookies, and pop- ups. Accessing the Internet Options screen All Web settings in Microsoft Internet Explorer 7 are located on the Internet Options screen. To display the Tools menu bar, make sure a check mark appears next to Menu Bar in the Tools menu. To display the Internet Options screen, click Tools in the main menu, then click Internet Options Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 16

17 Defining trusted sites Use the following steps to add DO and DU as trusted sites, which we recommend for optimal performance of DO/DU: 1. Click the Security tab on the Internet Options screen, click Trusted Sites, then click Sites. 2. The Trusted sites screen appears. Type the name of each Fannie Mae site that you want to access in the Add this website to the zone field, then click Add. Enter and Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 17

18 Allowing specific sites to use cookies Use the following steps to allow your browser to accept cookies for specific Web sites, which are recommended for optimal performance of DO/DU: 1. Click the Privacy tab on the Internet Options screen, then click Sites. 2. The Per Site Privacy Actions screen appears. Type the name of each Fannie Mae site that you want to access in the Address of Web site field, then click Allow. Enter fanniemae.com Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 18

19 3. After you click Allow, the site you entered is displayed in the Managed Web sites section with the setting you specified. When you have finished adding Web sites, click OK. NOTE: Note: You can view information on the fanniemae.com Web site even if your browser does not accept cookies. However, because DO/DU is accessed through these Web sites, and cookies are required by DO/DU, you will need to ensure that your browser is set to accept cookies from these two Web sites. Setting pop-up blocker policy options Use the following steps to set pop-up blocker policy options that are recommended for optimal performance of DO/DU: 1. Click the Privacy tab on the Internet Options screen, then click Settings Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 19

20 2. The Pop-up Blocker Settings screen appears. Type the name of each Fannie Mae site that you want to access in the Address of website to allow field, then click Add. For example, type 3. After you click Add, the site you entered is displayed in the Allowed sites section. When complete, click Close Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 20

21 Maintaining temporary Internet files Microsoft Internet Explorer stores temporary Internet files and cookies on your computer. If the other sections in this document did not help you to access DO/DU successfully, you may need to remove the existing cookies and temporary files from your computer so that you can start fresh. Use the following steps to delete these cookies and temporary Internet files: 1. Click the General tab on the Internet Options screen, then click Delete. 2. The Delete Browsing History screen appears. To delete temporary Internet files, click Delete files Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 21

22 3. A confirmation message appears. Click Yes. 4. To delete cookies, click Delete cookies. 5. A confirmation message appears. Click Yes Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 22

23 6. When complete, click Close. Verifying the Content Advisor setting The Content Advisor setting must be set to enable content. To verify this setting, click the Content tab on the Internet Options screen. Make sure that the Enable button appears under the Content Advisor section. If it does not, contact your system administrator for assistance Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 23

24 2013 Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 24

25 DNS configuration Chapter 3: Support for Connection Types The Desktop Originator and Desktop Underwriter URL Names are resolvable across the Internet whether you are routing traffic through a dedicated circuit to Fannie Mae or through the Internet. The following DNS practices should be observed to maintain the reliability of your connections to Fannie Mae: Use one DNS server to resolve all queries to Fannie Mae. This server should be able to do recursive DNS queries and another DNS server should be used only if the first one fails to respond. If at all possible, do not round robin DNS queries to multiple DNS servers. Allow DNS to perform queries for address resolution from the authoritative source and honor the default Time To Live (TTL). To avoid application problems, do not cache the DNS resolution beyond 60 seconds. Supported Internet connection types The following Internet connection types are supported by DO/DU: Customer internal Internet service provider (ISP) Customer external ISP Cable modem DSL modem Fiber Modem (modem provided for fiber-optic internet service) Non-Supported Internet connection types The following Internet connection types are not supported by DO/DU: Satellite modem Wireless connection 2013 Fannie Mae. Trademarks of Fannie Mae. DO/DU System Configuration Guide 25