Client PC Configurations Guide Qvidian Proposal Automation (QPA) 10 Mozilla Firefox and Google Chrome

Transcription

1 Client PC Configurations Guide Qvidian Proposal Automation (QPA) 10 Mozilla Firefox and Google Chrome This guide is intended for those users who will be using QPA s full Microsoft Office automation and integration features such as downloads, save to clipboard, edit, and export. These users (e.g., content administrators, content editors, document architects) are required to manually download the MS Office Add-Ins prior to performing functions relating to the management of Library content. Last Updated: 3/21/2013

2 Contents This guide provides configuration the following directions for Mozilla Firefox and Google Chrome. Firefox Requirements Firefox Version Support Firefox Plug-In Clear Cached Web Content Setting Firefox as your Default Browser Setup QPA as Exception to Block Popup Window Setting a Firefox Bookmark for QPA Firefox vs Internet Explorer Chrome Requirements Chrome Version Support Clear Cached Web Content Setting Chrome as your Default Browser Setup QPA as Exception to Block Popup Window Setting a Chrome Bookmark for QPA Chrome vs Internet Explorer MS Office and QPA Configurations for Firefox and Chrome Configuring Microsoft Office Setting Macro Security Levels in Microsoft Office Personalizing Microsoft Word Configuring QPA Downloading the QPA MS Office Add-Ins Microsoft Office Macro Security and Trusted Publishers 2

3 Firefox In Qvidian Proposal Automation (QPA) 10, users can use Firefox as their browser. This guide provides configuration information for the following to ensure that QPA operates effectively in Firefox: Requirements Firefox Version Support Firefox Plug-In Clear Cached Web Content Setting Firefox as your Default Browser Setup QPA as Exception to Block Popup Window Setting a Firefox Bookmark for QPA Firefox vs Internet Explorer Requirements Firefox Version Support Currently the following versions are supported for QPA 10: Firefox 16 and higher (32-Bit; production releases) 3

4 Microsoft Silverlight for Firefox To provide enhanced interactive experience in QPA, it is required to install Microsoft Silverlight Plugin for Firefox. If the Plugin is not currently installed, you will be prompted to install it when performing functions in QPA requiring use of this Plugins. When prompted, follow the on-screen instructions to install the add-on. The following example, displays the Add-ons Manager screen, Tools tab, Add-ons options where you can work with the required Plugins. 4

5 Clear Cached Web Content Before logging in to a new or upgraded version of QPA, it is recommended that all users clear their browser cache to ensure that the application operates efficiently. Follow these steps: 1 On the menu bar, click the Firefox button (or Tools menu for older version) to display selections. 2 Click Options to display its screen. 3 Click Advanced to display its tabs. 4 Click the Network tab. On the Cached Web Content section (or Offline storage for older version), click the Clear Now button. Then click the OK button. You can also set Firefox to automatically clear its cache on close. Follow these steps: 1 On the menu bar, click the Firefox button (or Tools menu for older version) to display selections. 2 Click Options to display its screen. 3 Click Privacy to display its panel. 4 Firefox will: field, click the drop down arrow and click Use custom settings for history. Several other option boxes will display. 5 Clear history when Firefox closes box, click to check the box. The Settings button to the right is enabled. 6 Click the Settings button. The Settings for Clearing History screen displays. 7 Make sure the Cache box is checked (enabled). 8 Click the OK button. Close the previous screens. Setting Firefox as your Default Browser When using Firefox as your QPA 10 browser, you must set it as the default browser to avoid any other configured browser affecting QPA operations. Follow these steps to set Firefox as your default browser: On Firefox s menu bar, click the Tools menu to display its options. Example Click Options to display the Option screen and its tabs. Click the Advanced tab. 5

6 Example In the System Defaults section, click to check Always check to see if Firefox is the default browser on startup. To confirm, you can click the Check Now button. When completed, click the OK button. Setup QPA as Exception to Block Popup Window QPA is an application which opens new windows and dialog boxes in the user interface. It is important that you allow pop-ups on the QPA site so the application can perform. Follow these steps: On the Firefox Menu Bar, click the Tools menu. Click Options. The Options screen displays. 6

7 At this point, you can uncheck the Block pop-up windows option to allow all pop-up windows and click OK (or) go to the next step and make QPA an Exception. On the Options screen, click Content to display its panel. To the right of Block pop-up windows field, click the Exceptions button. The Allowed Sites Pop-ups screen displays. In the Address of web site field, type in the QPA web site address and then click the Allow button. 7

8 Setting a Firefox Bookmark for QPA Users often prefer to have a Bookmark (or Favorite) set up to quickly access QPA. Follow these steps: When the QPA Home Page displays, click the Bookmark menu on the Firefox menu bar. Click the Bookmark This Page option. The following screen displays: Example Click Done. 8

9 Firefox vs Internet Explorer When using Internet Explorer, it enables full automation with MS Office integrations when configured for Trusted Sites Web Zone (ActiveX). The following describes a few of the operational differences between Firefox and Internet Explorer: When using Internet Explorer, QPA automatically opens Word/PowerPoint/Excel when editing/exporting/opening content of those Office formats. Using Firefox, you will be prompted to open/save. When using Internet Explorer and performing a login/connection, QPA automatically detects if its Template is current and will initiate the download of a new QPA Template if appropriate. When using Firefox, QPA does not detect and users will need to manually initiate the download of the QPA Template from the Options menu. When using Internet Explorer, Save to clipboard operations will automatically place content on the clipboard. When using Firefox, you are prompted to open/save the content and then copy into clipboard or copy/paste directly from the opened content. When using Internet Explorer, operations performed in Word, PowerPoint, and Excel and then saved using the QPA Toolbar will automatically be refreshed in QPA views. When using Firefox, users must manually refresh QPA views upon save. When using Internet Explorer, the ProSearch toolbar can be docked to an opened window on the desktop (e.g., a Word document). This capability is not available when using Firefox. 9

10 Chrome Requirements Chrome Version Support Clear Cached Web Content Setting Chrome as your Default Browser Setup QPA as Exception to Block Popup Window Setting a Firefox Bookmark for QPA Chrome vs Internet Explorer Requirements Chrome Version Support Currently the following versions are supported for QPA 10: Chrome 22 and higher Clear browsing data Before logging in to a new or upgraded version of QPA, it is recommended that all users clear their browser cache to ensure that the application operates efficiently. Follow these steps: Click the Chrome menu button (top right of screen) - The following menu displays: 10

11 Click the Tools menu to display its options and then click Clear browsing data. The following screen displays: Click Empty the cache and then click the Clear browsing data button. Setting Chrome as your Default Browser When using Chrome as your QPA 10 browser, you must set it as the default browser to avoid any other configured browser affecting QPA operations. Follow these steps to set Chrome as your default browser: cache to ensure that the application operates efficiently. Follow these steps: Click the Chrome menu button (top right of screen) -. The following menu displays: 11

12 Click Settings. The Settings page displays. 12

13 Click the Make Google Chrome my default browser button. 13

14 Setup QPA as Exception to Block Popup Window QPA is an application which opens new windows and dialog boxes in the user interface. It is important that you allow pop-ups on the QPA site so the application can perform. Follow these steps: Click the Chrome menu button (top right of screen) -. The following screen displays: Click Settings. The following screen displays: 14

15 Click the Show advanced settings link to expand the screen to display these settings. 15

16 In the Privacy section, click the Content settings button. The following screen displays: In the Pop-ups section, click the Manage exceptions button. The following screen displays: 16

17 On the Pop-up exceptions screen, Add the hostname pattern for Qvidian Proposal Automation and make sure the Behavior is set to Allow. Click the OK button. 17

18 Setting a Chrome Bookmark for QPA Users often prefer to have a Bookmark (or Favorite) set up to quickly access QPA. Follow these steps: When the QPA Home Page displays, Click the Chrome menu button (top right of screen) - following screen displays:. The Click the Bookmarks menu to display its options: 18

19 Click Bookmark this page. The Bookmark Added popup displays in the top right of screen. You can edit the Name field and select a Folder. When completed, click the Done button to save the QPA bookmark. 19

20 Chrome vs Internet Explorer When using Internet Explorer, it enables full automation with MS Office integrations when configured for Trusted Sites Web Zone (ActiveX). The following describes a few of the operational differences between Chrome and Internet Explorer: When using Internet Explorer, QPA automatically opens Word/PowerPoint/Excel when editing/exporting/opening content of those Office formats. Using Chrome, you will be prompted to open/save. When using Internet Explorer and performing a login/connection, QPA automatically detects if its Template is current and will initiate the download of a new QPA Template if appropriate. When using Chrome, QPA does not detect and users will need to manually initiate the download of the QPA Template from the Options menu. When using Internet Explorer, Save to clipboard operations will automatically place content on the clipboard. When using Chrome, you are prompted to open/save the content and then copy into clipboard or copy/paste directly from the opened content. When using Internet Explorer, operations performed in Word, PowerPoint, and Excel and then saved using the QPA Toolbar will automatically be refreshed in QPA views. When using Chrome, users must manually refresh QPA views upon save. When using Internet Explorer, the ProSearch toolbar can be docked to an opened window on the desktop (e.g., a Word document). This capability is not available when using Chrome. 20

21 MS Office and QPA Configurations for Firefox and Chrome Configuring Microsoft Office Setting Macro Security Levels in Microsoft Office Personalizing Microsoft Word Configuring QPA Downloading the QPA MS Office Add-Ins Microsoft Office Macro Security and Trusted Publishers Configuring Microsoft Office If you would like assistance from QPA to setup up your PC for compatibility with QPA 10, please contact Qvidian Technical Support directly. Setting Macro Security Levels in Microsoft Office As previously documented, QPA needs to communicate with and control Microsoft Office. This is accomplished with macros. To allow QPA to run macros within Microsoft Office, it is necessary to modify your Macro Security Levels to the Medium setting. This enables QPA to run macros within Microsoft Office while still protecting your computer. Please note the following: You will need to set the Macro Security Level in Microsoft Word, Excel, and PowerPoint if you are using QPA. Microsoft Office 2007 and 2010 Follow these directions to set your Macro Security Level for each Microsoft Office product Word, PowerPoint, and Excel: Note that these directions use Microsoft Word as the primary example, follow the same steps for each product. 1 For 2007, click the Microsoft Office button (top left circular button) to display the Word (PowerPoint, Excel) Options panel. For 2010, click the File tab to display the File panel. See following screen examples. Word

22 Word 2010 Word

23 Word For 2010 on the File panel, click Options to display the Word (PowerPoint, Excel) Options screen. The following directions apply to both Word 2007 and Word 2010 (or PowerPoint, Excel). 3 Click Trust Center button to display its screen and then click the Trust Center Settings button to display the Trust Center screen. Word Example 4 Click the Macros Settings button to display its screen and then click the Disable all macros except digitally signed macros radio button. When completed, click the OK button to close each screen. 23

24 Personalizing Microsoft Word 2007 (SP2) and 2010 Follow these steps to personalize your copy of Microsoft Word 2007: 1 For 2007, click the Microsoft Office button (top left circular button) to display the Word Options panel. For 2010, click the File tab to display the File panel. See following screen examples. Word 2007 Word

25 Word 2007 Word For 2007, click the Word Options button to display the Word Options screen. For 2010 on the File panel, click Options to display the Word Options screen. 3 For Word 2007 on the Word Options screen, click on Popular. Under Personalize your copy of Microsoft Office, type in your User Name and Initials. For Word 2010 on the Word Options screen, click on General. Under Personalize your copy of Microsoft Office, type in your User Name and Initials. Then save and close screens. 25

26 Configuring QPA If you would like assistance from QPA to setup up your PC for compatibility with QPA 10, please contact Qvidian Technical Support directly. Downloading the QPA MS Office Add-Ins QPA uses Add-Ins / Templates to provide toolbars and additional functionality within Microsoft Office products. It is required that you download the QPA MS Office Add-Ins so that the required QPA Toolbars are operational within Microsoft Word, PowerPoint, and Excel. From the QPA Options Menu Follow these steps to download the QPA MS Office Add-Ins: 1 Log in to QPA. 2 Click the drop down arrow on the Options menu (top right of the screen). 3 Click the Download MS Office Add-Ins option. The QPA Setup document displays with directions and a Setup button. 4 Click the Setup button. Then follow the onscreen directions to complete the operation. If Qvidian.dot is already in the Startup folder, you will be asked to delete it and then restart the download process. Microsoft Office Macro Security and Trusted Publishers Some activities in QPA require the QPA MS Office Add-Ins that will provide users with a QPA toolbar in the Office application. The first time a QPA MS Office Add-In is opened, the user will see a Microsoft Security Warning in the Office application. This warning will prompt the user to allow, disallow, or always trust the macros in the Add-In from QPA. If the user does not allow the macros, the QPA toolbar will be inoperable and the product will not function as required. To allow these macros to function as intended, we require the user to allow these macros. We recommend that a user specifies to always trust macros from QPA so that they will not be prompted each time an Add-In is opened. 26

27 Microsoft Office 2007 SP2 (or) Microsoft Office 2010 Follow these directions when prompted by the Microsoft Office Security Warning: Word 2007 Example Word 2010 Example 1 For 2007, click the Options button located on the Security Warning bar. For 2010, click the Enable Editing button on the Protected View Warning bar. See following example screens. 27

28 2007 Example 2010 Example 2 For 2007, click the Trust all documents from this publisher radio button. For 2010, click the Enable Editing button. 3 Click the OK button. 28

29 Microsoft Office Trust Center Protected View Settings The following Protected View Settings should be disabled to avoid issues between QPA and MS Office Interactions: Enable Protected View for files originating from the Internet Enable Protected View for files located in potentially unsafe locations Please disable these settings for Microsoft Word, PowerPoint, and Excel. Follow these steps to disable these settings: On the menu bar, click File. On the File panel, click Options. The Word Options, PowerPoint Options, or Excel Options screen displays. On the Options panel, click Trust Center. On this screen, click the Trust Center Settings button. On the next panel click Protect View. The following screen displays: Make sure that the Enable Protected View for files originating from the Internet box is disabled (unchecked). Make sure that the Enable Protected View for files located in potentially unsafe locations box is disabled (unchecked). Click OK and then click OK again on the Trust Center screen. 29