Web Optimisation User Guide

Web Optimisation User Guide
Intelligent Office:
Web Optimisation Guide
Published Date: 17/04/2015
Version: 3.2
Table of Contents
System Requirements: ............................................................................................................................. 3
Introduction .............................................................................................................................................. 3
Difficulties Logging on to Intelligent Office (iO) ............................................................................................................. 3
Optimising Internet Explorer ..................................................................................................................... 5
Browser Settings ...................................................................................................................................... 8
Pop-up Blockers ....................................................................................................................................... 9
Toolbars (Improving Browser Performance) ........................................................................................... 10
Desktop Agent Configuration .................................................................................................................. 11
List of Active X Components Intelligent Office Uses ............................................................................... 12
Problems with Active X Components Already Installed (IE 8 & 9) ........................................................... 13
Setting the correct Time & Date .............................................................................................................. 14
Increasing Browser Window Space ........................................................................................................ 15
General Anti-Virus Settings .................................................................................................................... 15
Unipass Expiration ................................................................................................................................. 16
HTTP 403 Error ...................................................................................................................................... 17
Error When Associating Unipass ................................................................................................................................17
Good Housekeeping ............................................................................................................................... 18
Deleting Cookies & Temporary Internet Files .............................................................................................................18
BT Home-hub ......................................................................................................................................... 19
BT Home-hub (Original Version) ................................................................................................................................19
BT Home-hub (New Version – Button on Side) ..........................................................................................................19
Norton Anti-Virus .................................................................................................................................... 21
Resolution: ..................................................................................................................................................................21
2
Internet Explorer 10/11 – Compatibility View .......................................................................................... 22
Am I Using Internet Explorer 10/11? ....................................................................................................... 22
For further details please contact us on: .....................................................................................................
System Requirements:
The following is the set of system requirements to run Intelligent Office:




One of the following operating systems:
o Windows Vista SP2 or later (32-bit or 64-bit)
o Windows 7 SP1 or later (32-bit or 64-bit)
o Windows 8 (32-bit or 64-bit)
One of the following browsers:
o Internet Explorer 7
o Internet Explorer 8
o Internet Explorer 9
Internet Explorer 10 and 11 with compatibility view enabled is conditionally supported
(see for full instructions on compatibility)
Adobe Flash Player (required only for enhanced upload functionality)
It is recommended that Windows Update is run regularly to ensure that your computer is always up to
date. Be aware that web optimisation settings are likely to change upon updates to your Windows
system and therefore it is recommended to check your browser settings regularly.
If you are a in a corporate environment or are a network administrator for your company, it is
recommended that all current candidate Windows Updates are always deployed to your workstations.
Other browsers and operating systems may appear to work but are unsupported by IntelliFlo
Introduction
Difficulties Logging on to Intelligent Office (iO)
NOTE: At present use of Intelligent Office is only supported when using Microsoft Internet Explorer
versions 7, 8 and 9.*
Users with the 64bit version of Windows 7 will need to run Intelligent Office using the 32bit version of
Internet Explorer. Internet Explorer 32bit must be used in order to utilise certain functions within
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Intelligent Office (running reports, uploading documents & scanning) , If 64bit is currently set as the
default, the 32bit version can be located within C:Program Files (x86)/Internet Explorer. To view the
current version in use, select “Help” then “About Internet Explorer” within the Internet explorer menu.
The 64bit version will state this in brackets after the version number.
Other browsers such as Firefox, Opera, Chrome and Safari are not currently supported and may not
connect at all, or may result in loss of performance and/or functionality.
This guide includes the required steps to optimise users’ computer settings to enable log on and use of
Intelligent-office. It covers problems caused by pop up blockers and Internet Explorer settings as well
as Unipass expiration handling.
This document also covers useful computer ‘House Keeping’ tips to help prevent errors occurring while
using Intelligent Office.
Users with a BT Home Hub or Norton Antivirus should refer to the last page of this document for
specific information.
* Support for version 6 of Internet Explorer was withdrawn as of January 2010 due to incompatibility
with some of the new functionality being added to Intelligent Office.
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Optimising Internet Explorer
Internet Explorer has many settings built into its features to help the user to block unwanted pop-ups.
This functionality can, however, impact web based solutions like Intelligent Office, which relies on
screens that behave like pop-ups. These pop-up blockers can prevent a user from logging in.
The first step is to close all Internet Explorer pages and then open a new Internet Explorer window.
The second step is to open the “Tools” menu, which is located along the top of the window.
This will open a new window shown below, please select the “Security” tab and click on the “Trusted
Sites” icon. Click on the “Sites” button to open the window shown below.
Type in the URL (https://*.intelligent-office.net) for Intelligent Office into the ‘Add this website to the zone’
box and select Add.
In addition, if using the Exchange for quotes in Intelligent Office the following address also needs to be
added: https://*.exchange.uk.com
Click “ADD” followed by “OK”.
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Clicking the “Ok” button will return to the “Internet
Options” window. At the bottom of this window
click the “Custom Level” button.
This will open the “Security Settings” dialog box
for the trusted sites. These settings are for
Trusted Sites only:
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All functionality controlled within this list of setting needs to be permitted. This is done in almost all
instances be choosing the “enabled” option or the lowest security option of those available. The
exception to this is one important setting, about 1/3 of the way down the list and regarding ActiveX on
approved domains, which (due to it being worded in reverse of all of the other settings) must be set to
“Disable”:
(Note that this option is not present in IE7).
Do not use the ‘Reset custom settings’ options at the bottom of this page as it will undo some of the
options even if set to ‘Low’.
Click on the “ok” button, an additional prompt may appear asking ‘Are you sure you want to change the
settings for this zone?’ (see below), click ‘Yes’ to return to the “Internet Options” page. Then click on the
“Apply” button in the main Internet Options dialogue box.
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Browser Settings
On the General Tab within Internet Options, select the ‘Settings’ button under the Browsing History
section. This will open a new dialogue box, at the top of the box select the ‘Automatically’ option where it
says ‘Check for newer versions of stored page’. Disk space to use should be set to ‘252’.
Regarding the next box image below, dependent on your version of Internet Explorer, you may not have
the tick box ‘Reuse windows for launching shortcuts’. If you do not, please ignore.
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Proceed to the “Advanced” tab and un-tick the following options:


Enable third party browser extensions
Reuse windows for launching shortcuts
Pop-up Blockers
Select the “Pop up Blocker Settings” from the “Tools” menu within the Internet Explorer Window.
A new window will open (see next page), at this stage you will need to add *.intelligent-office.net to the
upper white box labelled ‘Address of Web Site to allow’. Then click the ‘Add’ button.
The “Filter Level” needs to be set to “Low”; this
can be done by scrolling through the “drop down
menu” and selecting “Low”.
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Toolbars (Improving Browser Performance)
Toolbars tend to slow down the browser in many ways. Some toolbars simply take up precious computer
memory, while others consume bandwidth by sending and receiving data in the background. The more
toolbars you have, the slower your browser will run. Some of those toolbars might seem essential, but in
order to optimize browser performance, it may be worth shutting them down for the speed you will gain.
To check for additional toolbars which may have built in pop up blockers Right Click the mouse in the
grey area at the top of the Internet Explorer window, see below.
This will produce a list of all the buttons and bars, which are used within the Internet Explorer window. If
Google or Yahoo toolbars are listed and are ticked, it is important to un-tick them. This can be done by
left clicking over the name (Google) in the list, this will un-tick the option. These toolbars are sometimes
downloaded without a user’s knowledge and can affect the efficiency of Intelligent Office.
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Desktop Agent Configuration
The IntelliFlo desktop agent is required for the following pieces of functionality:




Glology
Invu document management (link to DMS)
Mortgage Brain
TriGold
This is supported on all systems in the system requirements section of this document. In addition to the
basic requirements of Intelligent Office, the following updates need to be installed on the client computer:


.Net Framework 4.0 Client Profile.
o
This may already be installed from Windows Update
o
Available from: http://www.microsoft.com/en-us/download/details.aspx?id=17113
Windows Vista Platform Update
o
This is only required for Windows Vista
o
This must be installed via Windows Update
Internet Explorer 9 specific information
Due to a bug in Internet Explorer 9 you must apply a registry fix to enable download prompting or the
desktop agent will not launch. You can obtain this by navigating to the ‘Trigold’ or ‘Mortgage Brain’ pages
of the User Guide and clicking the link at the bottom.
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List of Active X Components Intelligent Office Uses
The following is a list of ActiveX components which are used in this version of Intelligent Office,
They are all 32-bit components.
Component
Purpose
MeadCo ScriptX
Printing documents and reporting
Dynamic Web WebTwain
Scanning documents
Flash Player
Uploading documents
Persits X Upload (if Flash not present)
Uploading documents
Persits X Download
Link to DMS (Document Management Service)
Adobe Flash Player is required for multiple file uploads. If you do not have Flash enabled, single file
uploads will be possible still. It is recommended that you download and install the latest version,
following the provided instructions from the following address:
http://get2.adobe.com/flashplayer/
If you are using Windows 8, Adobe Flash Player is already provided and maintained with the operating
system so you do not need to download or update it.
If you are a corporate network administrator, please contact technical support for information on predeploying the ActiveX components mentioned in.
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Problems with Active X Components Already Installed (IE 8 & 9)
For example; when uploading documents a red X is seen but the Persits component has already been
installed. This may be due to an Internet Explorer 8 or 9 setting that allows control of which Active X
components will work on individual websites.
This also covers problems with the MeadCo component for downloading reports.
Steps to resolve:
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



Click tools
Select Manage add-ons
Select “downloaded Controls” from the “show:” drop down box (which is positioned at the
bottom left of Manage add-on screen)
Highlight the Persits Active x Control (Or MeadCo as appropriate)
Click on “more information” title (as shown)
 You will need to click on “Allow on all sites”, this will then put a * in the white box which will solve
the error (see below)
 Click Close
Once all these changes have been made close all Internet Explorer windows and open a new
Internet Explorer window and try and log into Intelligent Office.
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Setting the correct Time & Date
To check the correct date and time zone have been configured on your PC please follow the following
steps.



Double click on the time in the bottom right hand corner of the screen
A Date and Time Properties box will appear.
Set the correct date in the Date & Time tab
Select ‘GMT Greenwich Mean Time: Dublin, Edinburgh, Lisbon, London’ in the Time Zone tab this will
automatically adjust the time in the Date & Time tab.
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Increasing Browser Window Space
Additional screen space can be made available to Intelligent Office by pressing the F11 key on the
computer keyboard.
This Browser based function switches the browser between Full-Screen mode and the standard mode.
In Full screen mode the usual browser menus such as File and Edit, along with the address bar and all
toolbars are hidden from view. The address bar, toolbars and browser tabs can be temporarily displayed
by moving the mouse pointer to the top of the screen, or restored completely by pressing F11 again.
General Anti-Virus Settings
If you are still unable to log on there may be a pop blocker setting within the Anti-Virus software installed
on the PC. This will prevent Intelligent Office from loading. Please check the settings for the Anti-Virus
and ensure that pop-ups are enabled for the Intelligent Office website, *.intelligent-office.net.
See the end of this document for help on Norton Antivirus.
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Unipass Expiration
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Unipass certificates expire every 12 months. When this happens it will no longer be possible to log on
to Intelligent Office using the “Unipass Login” button on the main holding page; you will see a message
stating that no valid certificate was found.
It will be necessary to log in using the conventional Username and Password method in order to sever
the connection between the old Unipass certificate and Intelligent Office, and associate the new
certificate.
(A password reminder for a given username can be requested by completing the username field (leaving
the password field blank) and then clicking on “Forgotten your password?” This link will send a reminder
of the password for the given account to the e-mail address recorded on the system).
Once logged in with the username and password, instructions on how to associate the new Unipass
certificate to the user ID can be found in the help file.
HTTP 403 Error
Error When Associating Unipass
Sometimes when associating your Unipass you may encounter an HTTP 403 error. This error usually
happens due to the TLS 1.2 checkbox being ticked in the Internet Options Advanced Settings. If you
click on Tools> Internet Options> Advanced> scroll through the list of checkboxes until you find TLS 1.2
and untick the box. This doesn’t always resolve the error, if you have completed this guide and are still
receiving this error please call Support on 0845 230 3700.
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Good Housekeeping
Deleting Cookies & Temporary Internet Files
At first you will need to close all Internet Explorer windows. The second step is to open a new Internet
Window and click on the “Tools” menu, which is located along the top of the window or on the right hand
side.
In the General Tab select the “Delete” Button. In the new window select the “Temporary Internet files”
and “Cookies” options, ensuring no other options are ticked and then select “Delete” in the new window.
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BT Home-hub
BT has identified an issue with faulty Address tables within certain versions of their BT Home-hub that
may cause erratic behaviour when accessing Intelligent Office.
The solution is to perform a hard-reset of the hub as outlined below depending on the Hub version.
NOTE: Resetting the hub will temporarily disconnect any user connected to it.
BT Home-hub (Original Version)



Locate the wireless association button on the Hub’s back panel
Press and hold this button for at least 15 seconds to start the reset process which may take
several minutes.
The Hub is reset and ready for normal use when its Broadband and Internet lights are glowing
steady green.
BT Home-hub (New Version – Button on Side)



Locate the recessed ‘Reset to Defaults’ button on the side of your Hub
Press and hold the button for 2-3 seconds until your Hub lights go out
Release the button and wait for the Hub’s Broadband light to glow green. This may take several
minutes
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More detailed instructions for these and other versions of BT routers can be found on the BT
web site: www.bt.com
Navigate to:
At Home > Support & advice > Broadband & Internet > BT Broadband > Connection >
Modems & routers
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Norton Anti-Virus
The Norton Anti-Virus software suite includes a Phishing* filter. This has been found to conflict with the
Phishing filter built into Internet Explorer, causing access problems to some areas of Intelligent Office.
This particularly affects the production/export of MI Reports.
Resolution:
Within Internet Explorer, open Tools > Internet Options and click on the Advanced tab. Restore the
default settings by selecting ‘Restore advanced settings’. Under the ‘Browsing’ heading in the list of
settings, ensure that the following items are NOT ticked:


Enable third party browser extensions
Reuse windows for launching shortcuts
Click Apply to save the settings.
The cookies and temporary internet files should also be deleted.
Internet explorer should then be shut down and a
fresh browser window opened. If it is still not possible
to export the reports, it may be necessary to make
the following changes to the settings within Norton
AntiVirus:
Within the main screen of Norton anti-virus is a
setting called 'Identity Secure: Phishing Protection'
which needs to be set to Ignore.
Once these two changes have been made close
down Internet Explorer, delete the cookies and
temporary internet files.
*Phishing is the criminally fraudulent process of
attempting to acquire sensitive information such as
usernames, passwords and credit card details by
masquerading as a trustworthy entity.
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Internet Explorer 10/11 – Compatibility View
Recent updates to the Windows operating system are now including automatic upgrades to the Internet
Explorer browser. All updates should now upgrade your browser to Internet Explorer 11 (IE11). At
present the IE10/11 browsers are not supported by Intelligent Office and therefore alterations to the
compatibility view settings will need to be altered in order for Intelligent Office to function as well as
possible.
*Using eValue’s Advisa Centa requires the browser to not be run with Compatibility View Mode enabled,
however, the Lifecycle Designer must be run with Compatibility View mode enabled. If you are running
IE10/11 you may need to toggle between this two modes until these browsers are fully supported.
Am I Using Internet Explorer 10/11?
To find out whether the browser you are using is version 10
or 11 click the cog symbol in the top right hand side of your
browser’s window. From the drop-down menu (pictured
above) select the ‘About Internet Explorer’ option. This will
open a window displaying the current version installed on
your system.
If you do not have a cog symbol displayed in the top right of
your browser it means you are using version 8 or less.
Compatibility view settings should not be changed for any
version other than 10.
How do I change my compatibility view settings?
In the top left hand corner of Internet Explorer browser there is a button on the menu bar titled ‘Tools’. If
the menu bar is not visible you can
temporarily obtain it by pressing the
‘alt’ key to the left of the spacebar on
your keyboard (however the menu
bar can be permanently attached to
the browser by right-clicking the top
of the browser and clicking the
option for ‘Menu bar’).
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IE10
Click ‘Tools’ and select ‘Compatibility View settings’ from the drop-down list. A new window will open
with the fields required for adding websites into compatibility view mode. By entering ‘intelligentoffice.net’ into the ‘Add this website’ field and clicking the ‘Add’ button you should get the result as
pictured above. Subsequently ensure that the checkboxes reflect the above picture also with only the top
checkbox ticked (the middle checkbox will not be available for editing unless the top checkbox is unticked).
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IE11
For IE11 you will not be able to tick the ‘View all websites in Compatibility View’ checkbox setting as with
IE10. Every applicable website will have to be added into Compatibility View individually. It is
recommended for all users that ‘intelligent-office.net’ is added. Unipass users should add ‘unipass.co.uk’
as per the above image.
Be advised that other sites may also require adding to Compatibility Mode.
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For further details please contact us on:
Tel:
0845 230 3700
Email: [email protected]
Web: www.intelliflo.com
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