XCM Recommended Internet Browser Settings

Transcription

1 XCM Recommended Internet Browser Settings July, 2016 Page 1

2 TABLE OF CONTENTS Overview: Internet Browser Caching And Pop-ups Microsoft Internet Explorer Version 11 Or Higher Disable Cache Enable All Pop-ups Enable Pop-ups For Only The XCM Site Google Chrome Disable Cache Enable All Pop-ups Enable Pop-ups For Only The XCM Site Mozilla Firefox Disable Cache Enable All Pop-ups Enable Pop-ups For Only The XCM Site Apple Safari Manually Clear Cache If XCM Screens Display Outdated Data Enable All Pop-ups Microsoft Edge Manually Clear Cache If XCM Screens Display Outdated Data Enable All Pop-ups Legacy XCM Settings Required Settings Page 2

3 O V E R V I E W : I N T E R N E T B R O W S E R C A C H I N G A ND P OP- U P S XCM s content is dynamic in that information displayed on XCM web pages is loaded from the XCM database every time a page is visited. As a result, your browser may mistakenly show a locally cached copy of an XCM page instead of including the current updated information. To avoid this problem, disabling your browser cache is highly recommended. Pop-ups appear as separate windows on top of the original web page and browsers by default typically prevent them from opening. However, since XCM uses pop-ups to display important information, your browser must be set to allow them. XCM Solutions recommended cache and pop-up settings for different browsers are detailed below. Your IT department may have policies that define your browser configuration, so it is always a good idea to involve them in any changes or if you need any assistance implementing them M I C R O S O F T I N T E R N E T E X P L O R E R V E R S I O N 11 O R H I G H E R These settings apply to XCM 2015 only. IE provides two options for enabling Pop-ups, choose one below. 1.1 DISABLE CACHE Open Internet Explorer (IE). From the main menu, click the Tools header, and then Internet Options. On the General tab of the Internet Options page which appears, click the Settings button. On the Website Data Settings page under Check for new versions of stored pages, click the radio button next to Every time I visit the webpage. Page 3

4 Click the OK button on each page to save your changes and return to the main IE screen. 1.2 ENABLE ALL POP-UPS From the main menu, click the Tools header, and then highlight the Pop-up Blocker selection. On the submenu which appears, click Turn off Pop-up Blocker. Page 4

5 Once the Pop-up Blocker is turned off, the submenu selection changes to Turn on Pop-up Blocker, signifying that Pop-ups are not currently being blocked. 1.3 ENABLE POP-UPS FOR ONLY THE XCM SITE From the main IE menu, click the Tools header, and then highlight the Pop-up Blocker selection. On the submenu which appears, click Pop-up Blocker settings. Page 5

6 On the Pop-up Blocker Settings screen which appears, in the space under Address of website to allow, type and then click the Add button. The XCM site will now appear in the Allowed sites window. Page 6

7 Click the Close button to save your changes and exit G O O G L E C H R O M E These settings apply to XCM 2015 only. Chrome provides two options for enabling Pop-ups, choose one below. 2.1 DISABLE CACHE Chrome s caching behavior is controlled by modifying the shortcut parameters that start Chrome. On your desktop, right-click the Google Chrome shortcut and select Properties from the menu that appears. Page 7

8 The Google Chrome Properties screen will appear. By default, the text in the Target field is: "C:\Program Files (x86)\google\chrome\application\chrome.exe" Page 8

9 Add this additional text to the end of the above Target entry (those are double dashes before disk and media, and make sure to first add a space): The entire entry will now be: --disk-cache-size=1 --media-cache-size=1 "C:\Program Files (x86)\google\chrome\application\chrome.exe" --disk-cache-size=1 --media-cache-size=1 Click the OK button to save your changes to the shortcut and exit. 2.2 ENABLE ALL POP-UPS Open Chrome and click the three lines in the upper-right corner. Click Settings from the menu that appears. On the Settings window that appears, click Show Advanced Settings to be able to scroll down further. Page 9

10 Find the Privacy header, and then click the Content settings button. Page 10

11 On the Content settings screen, scroll down to the Pop-ups header, and then click the radio button next to Allow all sites to show pop-ups. Click the Done button to save your changes and exit. 2.3 ENABLE POP-UPS FOR ONLY THE XCM SITE Open Chrome and click the three lines in the upper-right corner. Click Settings from the menu that appears Page 11

12 On the Settings window that appears, click Show Advanced Settings to be able to scroll down further. Page 12

13 Find the Privacy header, and then click the Content settings button. On the Content settings screen, scroll down to the Pop-ups header, and then click the radio button next to Do not allow all sites to show pop-ups (recommended). Click the Manage exceptions button. Page 13

14 On the Pop-up exceptions screen, in the Hostname pattern box, type xcmsolutions.com, select Allow in the Behavior list box, and then click the Done button to save your changes. Page 14

15 3. 0 M O Z I L L A F I R E F O X These settings apply to XCM 2015 only. Firefox provides two options for enabling Pop-ups, choose one below. 3.1 DISABLE CACHE Open Firefox and in the Search or enter address field, type about:config (that is a hyphen between the two words). Ignore the warning screen and continue by clicking the I ll be careful, I promise! button. On the screen that appears, scroll down to the selection: network.http.use-cache Right-click the network.http.use-cache selection and click Toggle in the menu that appears. Page 15

16 The value will change to false. Close and reopen Firefox to apply your changes. 3.2 ENABLE ALL POP-UPS On the upper-right corner of the main Firefox screen, click the three lines, and then click the Options icon in the screen that appears. On the Options screen, and then click the Content tab. Uncheck the Block pop-up windows checkbox. Page 16

17 Click the OK button to save your changes. 3.3 ENABLE POP-UPS FOR ONLY THE XCM SITE On the upper-right corner of the main Firefox screen, click the three lines, and then click the Options icon in the screen that appears. Page 17

18 On the Options screen, click the Content tab. Check the Block pop-up windows checkbox, and then click the Exceptions button. On the Allowed Sites Pop-ups screen, type *.xcmsolutions.com in the Address of website field, and then click the Allow button. Page 18

19 Click the Close button to save your changes A P P L E S A F A R I Safari is supported only on Apple/Mac systems and XCM MANUALLY CLEAR CACHE IF XCM SCREENS DISPLAY OUTDATED DATA Open Safari. Click the configuration icon (gear) in the upper right-hand corner and then click the Preferences selection. On the screen that appears, click the Privacy header, click the Remove All Website Data button, and then check the Remove Now button. Return to the main Safari screen. Page 19

20 4.2 ENABLE ALL POP-UPS From the main Safari screen, click the configuration icon (gear). From the menu that appears, uncheck the Block Pop-Up Windows selection. The check mark will no longer be displayed, signifying that pop-ups are no longer blocked M I C R O S O F T E D G E These settings apply to XCM 2015 only. 5.1 MANUALLY CLEAR CACHE IF XCM SCREENS DISPLAY OUTDATED DATA From the main Edge screen, click the 3-dot icon in the upper right. From the menu that appears, scroll down and click the Settings button. Page 20

21 On the Settings screen, scroll down and, under Clear Browsing data, click the Choose what to clear button. Check the box next to Cached data and files, and then click the Clear button. Page 21

22 5.2 ENABLE ALL POP-UPS From the main Edge screen, click the 3-dot icon in the upper right. From the menu that appears, scroll down and click the Settings button. On the Settings screen, scroll down and click the View Advanced Settings button. Page 22

23 On the Advanced Settings screen, turn the Block pop-ups switch to off (it will display Off when done). Page 23

24 6. 0 L E G A C Y X C M S E T T I N G S XCM s legacy interface supports only IE Version 9 or higher (IE 11 is preferred) and you must prepare your browser so that interactions with the XCM site are fully trusted. If your firm has an IT department, you should get them involved to apply the following configuration steps to your workstation s browser (your settings may be applied centrally by your IT department through a global policy). Ongoing maintenance to the firm s network may alter IE settings, so if XCM acts abnormally, your IT department should first make sure that the needed IE configuration is still valid. 6.1 REQUIRED SETTINGS 1. Open Internet Explorer (IE). To determine which version of IE you are using, from the menu at the top of the screen, click Help, then About Internet Explorer. Any trailing version numbers indicate applied fixes to the base version. 2. From the main IE window, click Tools, then Internet Options, and then the Security tab to access the IE Security Settings screen. 3. Highlight the Trusted Sites green check icon, and then click the Sites button. In the Trusted Sites screen that appears, add these website URLs to the Trusted Sites list: *If users first always go to and then use the Client Login link to login to XCM, you may also want to add [first, uncheck Require server verification (https) for all sites in this zone] this URL: Page 24

25 4. Follow these directions only if your firm uses XCM s client or document integration, otherwise skip to Step 5. If your firm uses XCM s client or document integration, the firm s network has one or more URLs that are necessary to support these features. These URLs must also be added to the Trusted Sites zone. To determine the necessary URLs to add, from the XCM Utilities tab, open Manage Settings and Defaults to see the page below (your XCM user account may not have the necessary permissions to view this page, so you may need to contact your firm s IT department or XCM administrator). One or both of the Integration settings will be displayed depending on what features your firm has installed. Add the portion of each URL outlined in red below (your firm s URLs will be different than what is shown) to the Trusted Sites zone [first, uncheck Require server verification (https) for all sites in this zone]. 5. Click the Close button to save the Trusted Sites list. 6. From the Security tab, with the Trusted Sites green check icon highlighted in the Select a zone to view or change security settings area, click the Custom level button to bring up the following screen. Page 25

26 7. In the Settings window, scroll down until you see the following headings. Verify or change their settings by clicking the Enable radio button under each one. a. Automatic prompting for ActiveX controls b. Download signed ActiveX controls c. Initialize and script ActiveX controls not marked as safe for scripting d. Access data sources across domains e. Display mixed content 8. In the same Settings window, continue to scroll down until you see the following headings. Verify or change their settings by clicking the Disable radio button under each one. a. Use phishing filter b. Use Pop-up Blocker 9. Click the OK button to save your settings, and if the warning screen below appears, click the Yes button to verify your changes. Page 26

27 10. From the Advanced tab on the Internet Options screen, in the Settings window, scroll down until you see the following heading. Verify or change its setting by clearing the checkbox next to it (it should not be checked). a. Do not save encrypted pages to disk 11. From the General tab, under Browsing History, click the Settings button to open the Temporary Internet Files tab. Verify or change the Check for newer versions of stored pages setting to Every time I visit the webpage by clicking the radio button next to it, as in the screenshot below. Click the OK button to return to the Internet Options window. Page 27

28 12. Click the OK button to close the Internet Options windows, and then exit from Internet Explorer for all settings to be applied. Page 28