MultiSuite for Investor Reporting Windows 7 Upgrade. Internet Explorer (IE) setting updates
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- Ariel Newton
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1 MultiSuite for Investor Reporting Windows 7 Upgrade Beginning in June 2014, MultiSuite for Investor Reporting (MSIR) will be compatible with Windows 7. Prior to accessing MSIR via Windows 7, two sets of changes must be made to all users computers: 1) Internet Explorer settings must be updated 2) Citrix Receiver version 3.4 must be installed MSIR will work with IE versions 8.0/9.0/10.0/11.0 Internet Explorer (IE) setting updates 1. Determine if you have access to update the IE settings on your PC 2. Open IE browser 3. Go to Tools > Internet Options: IE Settings_MSIR_Windows7_V9.Docx Page 1
2 4. Internet Options Window will open IE Settings_MSIR_Windows7_V9.Docx Page 2
3 5. Click the Security Tab Click Sites button IE Settings_MSIR_Windows7_V9.Docx Page 3
4 6. If you are NOT able to click in the URL box (step 1 in the screen shot below), STOP and contact your internal IT/Desktop Support team for assistance. They will have to make the change for you. See Page 6 for the detailed instructions for use by technical staff. 7. If you ARE able to click in the URL box, 1 - Enter the MSIR production url in the text box: Click Add 3 - Click Close IE Settings_MSIR_Windows7_V9.Docx Page 4
5 8. Set the security level to Medium Low under the Trusted Sites 1 - Click the Security Tab 2 - Click Trusted Sites 3 - Scroll the Security Level to Medium-low 9. Click Apply and then OK to close this window. 10. Continue on Page 11 to install Citrix. IE Settings_MSIR_Windows7_V9.Docx Page 5
6 Instructions for IT Support team to enable IE settings If users are not able to change the IE settings on their PC, follow the instructions below to make the changes. Executing these steps will enable IT to push the changes to all users. STEP 1: Add the MSIR production url to trusted sites A. Open Group Policy Management console B. Expand Computer configuration, Policies, Administrative Templates, Windows Components, Internet Explorer, Internet Control Panel, Security Page C. To the right panel scroll till you see Site to Zone assignment list IE Settings_MSIR_Windows7_V9.Docx Page 6
7 D. Enable the policy E. Click Show under Options in the middle of the screen. IE Settings_MSIR_Windows7_V9.Docx Page 7
8 F. At the new window, scroll to the bottom and enter the following url under Value Name: G. Add the number two (2) under Value H. Click Apply and Ok I. Users should reboot their computer to enable the setting OR immediately run gpupdate /force Step 2: Adding new GPO for Automatic file download A. Go to Computer Configuration, Policies, Administrative Templates, Windows Components, Internet Explorer, Internet Control Panel, Security Page, Trusted Sites Zone IE Settings_MSIR_Windows7_V9.Docx Page 8
9 B. On the right side panel scroll down till you locate Automatic Prompting for File Downloads IE Settings_MSIR_Windows7_V9.Docx Page 9
10 C. Open the policy and select Enabled at the top, then select Enable under Options. IE Settings_MSIR_Windows7_V9.Docx Page 10
11 Download & Install Citrix Receiver version 3.4 When attempting to log into MSIR using a computer that does not have the Citrix receiver, users will see a message with instructions on how to install Citrix. Users should follow the instructions and when the installation is complete, the user must close the IE browser and reopen it to successfully log in to MSIR. 1. Go to FreddieMac.com and click Multifamily IE Settings_MSIR_Windows7_V9.Docx Page 11
12 2. On the Multifamily tab, click on the Investor Reporting link IE Settings_MSIR_Windows7_V9.Docx Page 12
13 3. Under Applications, click on Investor Reporting and enter access credentials. IE Settings_MSIR_Windows7_V9.Docx Page 13
14 4. The Instructions screen will open 1 Click the Windows 7 link to download the Citrix Receiver 2 Click Run to install IE Settings_MSIR_Windows7_V9.Docx Page 14
15 5. If a user doesn t have administrative privileges to install software, the box below will open. Please enter the Username and Password with Administrative privileges. 6. After the installation completes, close and then re-open the IE browser to login to MSIR. IE Settings_MSIR_Windows7_V9.Docx Page 15
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