Reference Guide for WebCDM Application 2013 CEICData. All rights reserved.

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1 Reference Guide for WebCDM Application 2013 CEICData. All rights reserved. Version 1.2 Created On February 5, 2007 Last Modified August 27, 2013

2 Table of Contents 1 SUPPORTED BROWSERS INTERNET EXPLORER Compatibility Settings Screen Resolution Java Script Support Cookie Support Pop-up Support MOZILLA FIREFOX Screen Resolution Java Script Support Cookie Support Pop-up Support Unresponsive Script Error GOOGLE CHROME Screen Resolution Java Script Support Cookie Support Pop-up Support SAFARI SETTING Screen Resolution Java Script Support Cookie Support Pop-up Support HOW TO ACCESS WEBCDM WEBCDM URL WEBCDM LOGIN WEBCDM HIGHLIGHTS MY CDM WORKSPACE DOWNLOAD TO EXCEL USE DOWNLOADED SERIES AS RAW DATA CREATE CHART Copy Chart (For Firefox, Chrome & Safari Users) MORE INFORMATION OR FEEDBACK Web CDM Reference Guide v1.2 Page 2 of 26

3 WebCDM Application This document is a reference guide for the WebCDM application. 1 Supported Browsers WebCDM supports the following browsers and versions. a. Internet Explorer: For Internet Explorer users, we support version 10.0 or lower. And version 6.0 or higher is recommended for better performance. b. Mozilla Firefox: For Mozilla Firefox users, we support version 23 or lower. c. Google Chrome: For Google Chrome users, we support version 28.0 or lower. d. Mac Safari: For Safari users, we support version or lower. Please verify your browser settings before you start using WebCDM. The following sections will explain how to change your browser settings to meet WebCDM requirements. Web CDM Reference Guide v1.2 Page 3 of 26

4 1.1 Internet Explorer We recommend you to add the WebCDM URL to the list of sites to run in compatibility mode. Please find the steps below Compatibility Settings 1. In Internet Explorer, click Tools from the menu bar 2. Select Compatibility View Settings. 3. In the Add this website: box, type in ceicdata.securities.com and then click Add. 4. Restart the browser and try logging in to WebCDM again. Web CDM Reference Guide v1.2 Page 4 of 26

5 1.1.2 Screen Resolution WebCDM requires a minimum screen resolution of 1024 * 768 to display the application properly. You can refer to the following steps to adjust your screen resolution settings to meet WebCDM requirements: 1. In Internet Explorer, click View from the menu bar, and then click Zoom. 2. Choose to Zoom out to 100% (or below) or continually click on Zoom out till you reach the minimum screen resolution. 3. The WebCDM browser requirements test page will refresh automatically until the Screen Resolution test passes. 4. Proceed to login to WebCDM. Web CDM Reference Guide v1.2 Page 5 of 26

6 1.1.3 Java Script Support WebCDM uses Java Script. The web browser needs to be configured to allow active scripting for WebCDM to be displayed properly. Refer to the steps below to enable active scripting: 1. In Internet Explorer, click the Tools from the menu bar 2. Select Internet Options. 3. On the Security tab, click the Custom level button. 4. Scroll down the Security Settings list until you see Scripting > Active scripting. 5. Click Enable, click OK, and then click OK again. Web CDM Reference Guide v1.2 Page 6 of 26

7 1.1.4 Cookie Support WebCDM uses browser cookies to save your session details. cookies from WebCDM for it to function properly. Users must allow 1. In Internet Explorer, click the Tools from the menu bar 2. Select Internet options. 3. Click the Privacy tab, and then move the slider to a position between the top and bottom so you are not blocking or allowing all cookies. 4. Click Sites. 5. In the Address of website box, type a ceicdata.securities.com, and then click Allow. 6. As you type, a list of webpages that you have already visited will be displayed. You can click an item in the list and it will be displayed in the Address of website box. 7. Move the slider back to the position it was originally in, and then click OK. Web CDM Reference Guide v1.2 Page 7 of 26

8 1.1.5 Pop-up Support The WebCDM user interface will open in a pop-up window, so they need to be enabled for the WebCDM URL. The steps below guide you through the steps to allow pop-ups from ceicdata.securities.com. 1. In Internet Explorer, click the Tools from the menu bar 2. Select Pop-up Blocker, and then click Pop-up Blocker settings. 3. In the Address of website to allow box, type ceicdata.securities.com and then click Add. Web CDM Reference Guide v1.2 Page 8 of 26

9 1.2 Mozilla Firefox WebCDM is supported on Firefox (FF) version 23 or lower. Firefox works with web pages that are W3C compliant Screen Resolution WebCDM requires a minimum screen resolution of 1024 * 768 to display the application properly. You can refer to the following steps to adjust your screen resolution settings to meet WebCDM requirements: 1. In a Firefox browser, click the View from the menu bar, and then click Zoom > Zoom out. 2. If the Screen Resolution test passes, proceed to login to WebCDM. 3. If the resolution test fails again, repeat step 1 and 2 above till the browser meet the minimum screen resolution requirement of WebCDM. 4. Proceed to login to WebCDM again. Zoom out Shortcut 1. Right-click on an empty section in the top menu bar, select Customize. Customize Toolbar window will open. 2. In the Customize Toolbar window, click and drag "Zoom Controls" and drop to a desired empty space on your toolbars. 3. Click Done to save the changes. 4. You can now use the + icon on the customized toolbar to zoom in, and the - icon on the customized toolbar to zoom out. Web CDM Reference Guide v1.2 Page 9 of 26

10 Font Size / Text Zoom WebCDM works best with the default font size of Firefox Browser (Times New Roman Size 16). To verify the default font size setting, please follow the steps below. 1. In a Firefox browser, click on the Tools menu bar and select Options 2. Select the Content tab. 3. In the Fonts & Colors section, click Advanced... In the Minimum font size drop-down list, select the minimum size in pixels in which all text must be displayed. Web CDM Reference Guide v1.2 Page 10 of 26

11 1.2.2 Java Script Support WebCDM uses Java Script. The web browser needs to be configured to allow active scripting for WebCDM to be displayed properly. Refer to the steps below to enable active scripting: 1. In a Firefox browser, click on Tools from the menu bar. 2. Click on Options and then select the Content panel. 3. Enable JavaScript: Select this option to permit JavaScript to execute on your computer. 4. Use the Advanced button, to configure JavaScript permissions. 5. Click OK to close the Options window. Web CDM Reference Guide v1.2 Page 11 of 26

12 1.2.3 Cookie Support WebCDM uses browser cookies to save your session details. cookies from WebCDM for it to function properly. Users must allow 1. In a Firebox browser, click on Tools from the menu bar and then select Options. 2. Select the Privacy panel. 3. Set Firefox will: to Use custom settings for history. 4. Check mark Accept cookies from sites to enable Cookies, and uncheck it to disable them. 5. Make sure Accept third party cookies is also check marked. 6. Choose how long cookies are allowed to be stored Keep until: they expire: Each cookie will be removed when it reaches its expiration date, which is set by the site that sent the cookie. 7. Click OK to close the Options window Web CDM Reference Guide v1.2 Page 12 of 26

13 1.2.4 Pop-up Support The WebCDM user interface will open in a pop-up window, so they need to be enabled for the WebCDM URL. The steps below guide you through the steps to allow pop-ups from ceicdata.securities.com. 1. Open Firebox browser 2. Click Tools from the menu bar and then select Options 3. Select the Content panel. 4. Block pop-up windows: Uncheck this to disable the pop-up blocker altogether. 5. The Exceptions button allows you to specify a list of sites that you want to allow to display pop-ups. Add WebCDM s site ceicdata.securities.com and click Allow to add. Web CDM Reference Guide v1.2 Page 13 of 26

14 1.2.5 Unresponsive Script Error Some users may encounter the following error when WebCDM loads: Warning: Unresponsive Script A script on this page may be busy, or it may have stopped responding. You can stop the script now, or you can continue to see if the script will complete. This error may happen when the application needs some time to load the JavaScript that it uses. Please try the steps below to configure your browser to allow some time for the scripts to load. Step 1 On the Firefox URL field, enter about:config and press Enter. Web CDM Reference Guide v1.2 Page 14 of 26

15 Step 2 Find the Preference Name: dom.max_script_run_time. Double click on the record to edit. This value determines the maximum amount of time in seconds a script can run. Step 3 On the pop-up prompt, enter 100. Click OK button to save. Step 4 Restart Firefox before loading WebCDM again. Web CDM Reference Guide v1.2 Page 15 of 26

16 1.3 Google Chrome Screen Resolution WebCDM requires a minimum screen resolution of 1024 * 768 to display the application properly. You can refer to the following steps to adjust your screen resolution settings to meet WebCDM requirements: 1. Open Screen Resolution by clicking the Start button > Control Panel. Under Appearance and Personalization, click Adjust screen resolution. 2. In the Resolution, move the slider to the resolution 1024 x 768, and then click Apply. Font Size / Text Zoom WebCDM works best with the default font size of Google Chrome Browser (Times New Roman Size 16). To verify the default font size setting, please follow the steps below.. 1. Click the Chrome menu on the browser toolbar. 2. Select Settings. 3. Click Show advanced settings. 4. In the "Web Content" section, use the "Font size" drop-down menu to make adjustments. Web CDM Reference Guide v1.2 Page 16 of 26

17 1.3.2 Java Script Support WebCDM uses Java Script. The web browser needs to be configured to allow active scripting for WebCDM to be displayed properly. Refer to the steps below to enable active scripting: 1. Click the Chrome menu on the browser toolbar. 2. Select Settings. 3. Click Show advanced settings. 4. Click Content Settings under Privacy 5. Radio Button for Allow all sites to run Java Script (recommended) Cookie Support WebCDM uses browser cookie to save users session details. User must allow cookies from WebCDM for it to function. 1. Click the Chrome menu icon on the browser toolbar. 2. Select Settings. 3. Click Show advanced settings 4. Click Content settings under Privacy 5. Select Allow local data to be set to allow both first-party and third-party cookies. If you only want to accept first-party cookies, check the box next to "Block all third-party cookies without exception." Web CDM Reference Guide v1.2 Page 17 of 26

18 1.3.4 Pop-up Support The WebCDM user interface will open in a pop-up window, so they need to be enabled for the WebCDM URL. The steps below guide you through the steps to allow pop-ups from ceicdata.securities.com. 1. Click the Chrome menu on the browser toolbar. 2. Select Settings. 3. Click Show advanced settings. 4. In the "Privacy" section, click the Content settings button. 5. In the "Pop-ups" section, click Manage exceptions. Web CDM Reference Guide v1.2 Page 18 of 26

19 1.4 Safari Setting Screen Resolution WebCDM requires a minimum screen resolution of 1024 * 768 to display the application properly. You can refer to the following steps to adjust your screen resolution settings to meet WebCDM requirements: To change your screen resolution 1. Open Screen Resolution by clicking the Start button, clicking Control Panel, and then, under Appearance and Personalization, clicking Adjust screen resolution. 2. Click the drop-down list next to Resolution, move the slider to the resolution 1024 x 768, and then click Apply. Font Size / Text Zoom WebCDM works with default font size of Safari Browser (Times New Roman Size 16). To ensure default setting for font size to be verified, please follow the steps below. 1. At the top right side of the Safari window, click on the Tools drop down (Gear Icon) and then select Preferences 2. Click the Appearance panel and adjust the font size using the Select Buttons Web CDM Reference Guide v1.2 Page 19 of 26

20 1.4.2 Java Script Support WebCDM uses Java Script. The web browser needs to be configured to allow active scripting for WebCDM to be displayed properly. Refer to the steps below to enable active scripting: 1. At the top right side of the Safari window, click on the Tools drop down (Gear Icon) and then select Preferences 2. Click the Security panel. 3. Ensure both the check boxes for Enable Java and Enable Java Script are checked Cookie Support WebCDM uses browser cookie to save users session details. User must allow cookies from WebCDM for it to function.. 1. At the top right of the Safari window, click on the Tools drop down (Gear Icon) and then select Preferences. 2. Select the Privacy panel. 3. Choose option Never or From third parties and advertisers Web CDM Reference Guide v1.2 Page 20 of 26

21 1.4.4 Pop-up Support The WebCDM user interface will open in a pop-up window, so they need to be enabled for the WebCDM URL. The steps below guide you through the steps to allow pop-ups from ceicdata.securities.com. 1. At the top right of the Safari window, click on the Drop down for Tools (Gear Icon) and then select Preferences 2. Select the Security panel. 3. The Check Box for Block pop-up windows should be unchecked to allow popups Web CDM Reference Guide v1.2 Page 21 of 26

22 2 How to Access WebCDM 2.1 WebCDM URL Please access WebCDM through this URL: For Site users, the link is: The link to WebCDM is also available on: WebCDM Login Go to the URL provide above, you will be directed to the WebCDM Log-in page as shown below. You can use the link Check our Browser requirements to check whether your browser s settings meet WebCDM minimum requirements. 1. To login: Enter your Username Enter your Password Click Sign In button 2. If login is successful the application will be loaded in a new pop-up window, otherwise the user will receive an error message. Web CDM Reference Guide v1.2 Page 22 of 26

23 3 WebCDM Highlights 3.1 My CDM Workspace WebCDM workspaces are stored on the server, which allows you to access it anytime and anywhere. Each user account has its own set of workspaces on the server. However, these can not be shared. Functions are not available in the current WebCDM release. 3.2 Download to Excel 1. The download process is different from CDM. WebCDM always generate the download data as a new Excel file. You will be prompted whether you want to save the file and open it directly. WebCDM will generate a default filename but you can always override it when you save. Web CDM Reference Guide v1.2 Page 23 of 26

24 2. For those downloads done through WebCDM, there is no CDM Links to refresh or reload data. (Due to WebCDM is a web application and has no direct connection with Excel, unlike the CDM) 3. As an alternative, WebCDM has the option to create a new workspace with the selected series while you download them. You can reload the data by going to My CDM, select the workspace created during the download, and perform a Download to Excel again. Web CDM Reference Guide v1.2 Page 24 of 26

25 3.3 Use Downloaded Series as Raw Data Instead of applying formatting or calculations directly to your downloaded data file, use as a master data file only. Link (feature in Excel) the data from a secondary file (working files) and when you download again (and overwrite the master file), the secondary file will be updated automatically. Here is how it works: 1. In WebCDM select the series you want to download 2. Use Download to Excel to download the series data. On the download setting prompt, also enter a new workspace name to save your selection to (This is a new feature in WebCDM). When you proceed to download, you will be asked to open or save the download file, save it and it will become your master file. (Note that in WebCDM, the download function will always generate the data to a new Excel file whereas in CDM, it can download data to a new sheet.) 3. From your working files, create links to cells in the master file MUST use Paste Special, Paste Link 4. To update your series data, go to your saved workspace in WebCDM, download to the series, save and override your master file that sits locally on your machine 5. And next time you open your working files that have links to the master file, you will be prompted whether to update your linked data. Choosing to do so will refresh the data in your working files. 3.4 Create Chart The chart being generated is an image only so there are no graph manipulation functionalities. You will still be able to copy or save (using Download Chart) the chart as an image Copy Chart (For Firefox, Chrome & Safari Users) The Copy Chart button in Chart Manager does not work in Firefox due to technical limitation. To copy the chart in Chart Manager, follow the instructions below: 1. Right-click on your mouse while it is over the chart image, a popup menu will be shown. 2. Click on Copy Image to copy the chart image 3. Paste it to your target document Web CDM Reference Guide v1.2 Page 25 of 26

26 4 More Information or Feedback If you require further assistance please contact our Customer Service representatives. For details, please go to You can also use the Feedback button available in WebCDM. Web CDM Reference Guide v1.2 Page 26 of 26

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