MSOW. MSO for the Web MSONet Workstation Configuration Guide

Transcription

1 MSOW MSO for the Web MSONet Workstation Configuration Guide For personal and public computer users accessing MSOW Practitioner Home Page (PHP) and Primary Source Verification (PSV) Updated June 4, 2013

2 Contents M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 1 Workstation Requirements... 1 Integrated PDF Handler... 2 Adobe Reader Settings... 3 Internet Explorer Settings Initial Login Workstation Requirements The following minimums are required for Practitioner Home Page use: 1. Microsoft Internet Explorer Web Browser versions 6-10 or Safari version 5.0 or higher or Chrome. 2. Screen resolution 1024 x 768 pixels or higher. 3. Adobe Reader 7.0 or higher.

3 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 2 Integrated PDF Handler As of MSOW version a new Integrated PDF Handler was added to resolve most incompatibility problems affecting practitioners, admin reviewers, and others users having broad variation in the type of computer and version of Adobe being used. This major new feature displays and handles submission of PDF forms without requiring the Adobe viewer. Technically this is accomplished by converting it to an image with overlaid HTML form components. It supports standard MSOW PDF capabilities including all types of fields and embedded JavaScript. Now, virtually any popular modern browser on PC or Mac may work with MSOW forms. This new PDF viewer is used automatically if the client s browser is Internet Explorer 9 or above, Chrome or Safari. IE versions before 9 (and 9 if in compatibility mode ) will still use the Adobe viewer. This operation is transparent to the user and requires no special setup. Example form viewing in Chrome using the new Integrated PDF handler: Example form viewing in Adobe using Internet Explorer: Users of Safari before 5.0, Firefox, Netscape, AOL, Opera, or other unusual environments such as Linux or VMWare may still encounter problems, and should instead use a workstation equipped with supported software meeting the requirements described above. Users of MSOW before version can find older information on use of Adobe with Safari in the prior version workstation guide online here. NOTE: The next lengthy section here on Adobe Reader settings now only applies to users of IE before 9.

4 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 3 Adobe Reader Settings Users of Internet Explorer before version 9 must have the Adobe Reader installed. It can be downloaded for free from For users of other browsers MSOW from v2.4+ automatically uses the integrated PDF viewer and the following should not be necessary. For images and forms to function properly, ALL the Adobe settings following MUST be set as shown. NOTE: Administrative rights on the workstation may be required to control these settings. If you have trouble with this procedure contact your local I.T. support department. 1. Start Adobe Reader (or Adobe Professional, as applicable) from your Windows Start Menu. 2. From the Edit menu, select Preferences. 3. On the left, select General. 4. Under General, click the Select Default PDF Handler button, and confirm the setting. This appears in later versions if more than one handler exists and is critical if present. May not apply to all versions of Adobe Reader.

5 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 4 Adobe Reader Settings (continued) 5. On the left, select Forms. 6. Uncheck the Keep forms data temporarily available on disk. box. May not apply to all versions of Adobe Reader.

6 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 5 Adobe Reader Settings (continued) 7. On the left, select Internet. 8. Check the Display PDF in browser box. 9. Uncheck the Display in Read Mode by default box. 10. Uncheck the Allow fast web view box. May not apply to all versions of Adobe Reader.

7 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 6 Adobe Reader Settings (continued) 11. On the left, select Javascript. 12. Check the Enable Acrobat Javascript box. 13. Check the Enable global object security policy box. 14. Uncheck Enable menu items Javascript execution privileges. 15. Uncheck Show console on errors and messages. May not apply to all versions of Adobe Reader.

8 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 7 Adobe Reader Settings (continued) 16. On the left, select Updater. 17. Select Do not download to minimize unexpected disruptions. 18. Finally, click OK to save the Adobe settings. You may now close the Adobe program.

9 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 8 Adobe Reader Settings (continued) The following check is typically required only if a user is experiencing problems. 19. Adobe has bugs, however version or higher is fine. Some Adobe distributions (such as CDs) may still include the version. In such cases, you MUST update it to a later version before use with MSOW. In Adobe, click Help > About Adobe Acrobat to determine your version. Click Check for Updates if you have the bad version.

10 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 9 Adobe Reader Settings (continued) The following are typically required only if a user is experiencing problems. 20. Confirm file associations: Under Windows XP, check the PDF association: Open Windows Explorer (ie. My computer) Click Tools (menu), then Folder Options, then the File Types tab. Scroll down to PDF, check that they re associated with the Adobe READER program. Click Advanced, check that all actions are set appropriately; set Browse in Same Window Under Windows 7, check the PDF association: Open File Associations Control Panel: Control Panel\Programs\Default Programs\Set Associations Scroll down to PDF, check that they re associated with the Adobe READER program. Check other.pdf* extension variations as well for thoroughness. 21. Special setup if multiple Adobe versions present: If separate Reader and Pro versions are installed on same workstation: Set all details as described above in BOTH. Set the READER version for use in browser. Confirm identical appropriate Select Default PDF Handler setting in both versions. Set the Windows PDF file association as described above to use the READER version. Confirm which version is active by opening a PDF from within MSOW. Access the PDF s Adobe menu and check HELP to confirm the reader version. Set the Pro version to NOT be associated with PDFs, nor used in browser. Form maintainers may then use it standalone from their Programs menu. NOTE: If the Pro version is newer, the older reader may be uninstalled. However if both are already installed, one must first uninstall both, then reinstall Pro.

11 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 10 Adobe Reader Settings (continued) The following is typically required only if a user is experiencing problems. 22. Adobe set for enhanced security may give a warning when signing or submitting a form like: Security Settings on this document prevent adding text or signature. Signing not allowed. From the Adobe Preferences screen: Edit > Preferences > Security (enhanced) set Protected Mode to Off and Uncheck Enhanced Security. In some Adobe versions these options are on the Preferences > General menu.

12 Internet Explorer Settings M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 11 To function properly, MSOW requires that ALL the Internet Explorer settings following MUST be set as shown. NOTE: Administrative rights on the workstation may be required to control these settings. If you have trouble with this procedure contact your local I.T. support department. 1. From the Tools menu, select Internet Options. (Press alt to display the menu bar in IE 8) 2. Select the General tab. 3. Under the Temporary Internet Files * section, click the settings button. * In later Internet Explorers this is found under the Browsing History section. 4. Select the radio button for Automatically And click the OK button.

13 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 12 Internet Explorer Settings (continued) 5. Click the Advanced tab. 6. Under the Browsing section, select the Disable script debugging checkboxes. 7. Click the OK button.

14 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 13 Internet Explorer Settings (continued) 8. ALWAYS and ONLY use 100% zoom in the browser. A scrambled menu is one of the most common problems, which always comes from accidentally or intentionally changing the Zoom. Example WRONG setting. Should be 100%,

15 M S O W P H P W o r k s t a t i o n C o n f i g u r a t i o n G u i d e 14 Initial Login Practitioner Home Page users will receive a pair of s from the organization s MSOW system. One will contain a hyperlink to your Practitioner Home Page website, the other will contain an initial password. From the practitioner home page one enters their , and the provided password to access and view forms. One can change their password at a later date if desired by pressing the on the left navigation bar (introduced in MSOW version 2.3.0) after they have logged in. hyperlink