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ValGenesis 3. 2 ValGenesis Internet Explorer Browser Settings STATEMENT OF PROPRIETARY and CONFIDENTIAL This document is the property of ValGenesis, Inc. No part of this document shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise without prior written permission from ValGen esis, Inc.

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Page 1: ValGenesis 3. · 2017-04-04 · ValGenesis 3.2 Browser Settings PAGE 5 OF 16 1.1.4 lick the button “Sites” to add the ValGenesis URL (for each instance) to the trusted site list

ValGenesis 3. 2

ValGenesis Internet Explorer

Browser Settings

STATEMENT OF PROPRIETARY and CONFIDENTIAL

This document is the property of ValGenesis, Inc. No part of this

document shall be reproduced, stored in a retrieval system, or

transmitted by any means, electronic, mechanical,

photocopying, recording, or otherwise without prior written

permission from ValGen esis, Inc.

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ValGenesis 3.2 Browser Settings

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Table of Contents

1.0 Browser Settings ............................................................................................................. 3

1.1 IE Security Settings ............................................................................................................................. 3

2.0 ActiveX Installation ....................................................................................................... 12

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ValGenesis 3.2 Browser Settings

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1.0 Browser Settings

The ValGenesis application will be accessed through Internet Explorer (IE). Below are the

configurations for IE. ValGenesis 3.2 supports only Internet Explorer 9, 10 and 11. To view the

Process flow diagrams and dashboard diagram, Adobe Flash player 8 and above needs to be

installed.

1.1 IE Security Settings

1.1.1 Open Internet Explorer.

1.1.2 Go to Menu Bar in IE, click on Tools menu and Select Internet Options as illustrated

below.

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ValGenesis 3.2 Browser Settings

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1.1.3 Go to Security Tab, Select Trusted Sites

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ValGenesis 3.2 Browser Settings

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1.1.4 Click the button “Sites” to add the ValGenesis URL (for each instance) to the

trusted site list.

1.1.5 Add the relevant site to the trusted site list as illustrated below. Please note that

if the site added has prefix as https:// then Require server verification (https://

for all sites in this zone field must be unchecked at the bottom of the same

window.

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ValGenesis 3.2 Browser Settings

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1.1.6 Click the button “Custom level” for the Trusted Sites zone and edit the settings

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ValGenesis 3.2 Browser Settings

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1.1.7 Highlighted settings should be set to Disable

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ValGenesis 3.2 Browser Settings

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1.1.8 Highlighted ActiveX Control Settings should be set to either Prompt or Enable.

The remaining settings would be set by default.

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ValGenesis 3.2 Browser Settings

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1.1.9 Select ‘Enable’ option for “Allow Programmatic clipboard access”

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ValGenesis 3.2 Browser Settings

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1.1.10 Select ‘Enable’ option for “Include local directory patch when uploading files to a

server”

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ValGenesis 3.2 Browser Settings

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1.1.11 Go to General Tab and Select Delete… button under Browser history and keep

checkbox option “Preserve Favorites website data” should be Unchecked, if the

ValGenesis URL is saved in favorite website.

1.1.12 Click "OK" button to confirm settings.

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ValGenesis 3.2 Browser Settings

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2.0 ActiveX Installation Once ActiveX settings have been configured on the client computer, the ValGenesis ActiveX

controls can be installed. Below are the procedures to install the ValGenesis ActiveX controls.

2.1.1 Open Internet Explorer and enter the ValGenesis application URL. When the application

is accessed for the first time, the user will be prompted to install an ActiveX control.

Click Install button on the pop up at the bottom of the window as shown below.

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ValGenesis 3.2 Browser Settings

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2.1.2 A pop up window will be displayed regarding installing the ActiveX component as

Illustrated below. Click on the More Options button. An additional set of options will be

displayed. Select the Always install software from “ValGenesis, Inc” option. Click

Install to continue.

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ValGenesis 3.2 Browser Settings

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2.1.3 Now, Internet Explorer will allow you to login to ValGenesis Application.

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ValGenesis 3.2 Browser Settings

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2.1.4 To confirm the ActiveX installation, navigate to C:\Windows\Downloaded Program Files folder

through Windows Explorer. Following files should be available in the folder:

EXCEL.EXE

Valgenutil.inf

Valgenutil.ocx

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ValGenesis Internet Explorer

Browser Settings

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2.1.5 Internet explorer page zoom percentage should be 100%