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COMPANY PORTAL USERS BROWSER SETUP PP1008-11 / Apr. 2019 AVEVA Solutions Limited High Cross Madingley Road Cambridge CB3 0HB Tel +44 (0)1223 556655 Fax +44 (0)1223 556666 aveva.com
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Page 1: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

COMPANY PORTAL USERSBROWSER SETUPPP1008-11 / Apr. 2019

AVEVA Solutions LimitedHigh Cross Madingley RoadCambridge CB3 0HBTel +44 (0)1223 556655Fax +44 (0)1223 556666aveva.com

Page 2: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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CONTENTS

About This Document 3

Software Requirements 5

Browser Options 6Disable Pop-up Blockers 6Add the ProConWebsite to Trusted Sites 7Configure Downloads Options 8Configure ActiveX Options (Internet Explorer Only) 10Enable TLS 1.2 (Internet Explorer Only) 10Allow UTF-8 Query Strings (Internet Explorer Only) 11

AVEVA ProCon Document Control 13Installing Document Control 13

ProCon Workflow Viewer and Designer 14ProConWorkflow Viewer 14ProConWorkflow Designer 15

Frequently Asked Questions 18

Page 3: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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ABOUT THIS DOCUMENTThis document details the requirements for a ProCon company user’s computer and internet browserconfiguration.

ProCon VersionThis guide applies to ProCon 7.

AudienceThis document is intended for users of the ProCon Company Portal.

Support Contact DetailsTelephone UK: +44 20 3318 5960

USA: +1 71 3242 1462Australia: +61 8 6555 8127

Email [email protected]

Document ConventionsThe following conventions are used in this document.

Formatting DescriptionBold Name of option, check box, menu, field, etc.

Italic Name of menu optionEmphasisApplicationmessages, error messages, etc.Other reference documents

Fixed Font Command prompt inputCode sample

Italic Dark Green File or folder nameRegistry key

Italic Green Hyperlink to another section in this document

Document VersionsVersion Date Author Description1.0 09/10/2014 Catherine

Sharp

2.0 25/11/2014 CatherineSharp

Updated for ProCon 2014 FP2.

3.0 01/05/2015 CatherineSharp

Updated for ProCon 2014 FP3.

4.0 15/10/2015 CatherineSharp

Updated for ProCon FP4.

5.0 29/02/2016 CatherineSharp

Updated for ProCon FP5.

Page 4: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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Version Date Author Description6.0 31/01/2017 Catherine

SharpUpdated for ProCon FP7.

7.0 August2017

CatherineSharp

Updated for ProCon 6.8.

8.0 November2017

CatherineSharp

Additional information about the Internet Explorer option to sendUTF-8 query strings – see page 11.

9.0 January2018

CatherineSharp

Updated for ProCon 6.9.

10.0 October2018

CatherineSharp

Updated for ProCon 6.10.

11.0 April 2019 CatherineSharp

Updated for ProCon 7.

Page 5: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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SOFTWARE REQUIREMENTSThe browsers supported for use with the ProCon Company Portal are Internet Explorer 11 andGoogle Chrome.The AVEVA ProCon Document Control add-on supports Microsoft Office 2007, 2010, 2013 andOffice 365(Office 2016). SeeAVEVA ProCon Document Control.Tip: To support the Document Control, youmust use the 32-bit version of Internet Explorer.

Microsoft .NET Framework 4.5 or later must also be installed on the PCs of any company users who requireaccess to theWorkflow Viewer orWorkflow Designer (seeProCon Workflow Viewer and Designer).

Page 6: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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BROWSER OPTIONSThe following options should be set for your browser.

DISABLE POP-UP BLOCKERSPop-up blockers can include third-party toolbars and anti-virus applications as well as the browser's own pop-upblocker.For Internet Explorer, go to:

Windows Control Panel > Internet Options > Privacy tabInternet Explorer > Tools > Internet Options > Privacy tab

For Chrome, go to Settings > Advanced Settings > Content Settings > Popups.

Page 7: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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ADD THE PROCONWEBSITE TO TRUSTED SITESAdd the ProCon Company Portal website to your computer's trusted sites on the Security tab of the InternetOptions dialog box.For Internet Explorer, go to:

Windows Control Panel > Internet OptionsInternet Explorer > Tools > Internet Options

For Chrome, go to Settings > Advanced Settings > Open Proxy Settings.

Page 8: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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CONFIGURE DOWNLOADS OPTIONSConfigure the Downloads options to allow ProCon files to be downloaded to your computer.

1. For Internet Explorer, go to:Windows Control Panel > Internet OptionsInternet Explorer > Tools > Internet Options

For Chrome, go to Settings > Advanced Settings > Open Proxy Settings.

Page 9: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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2. On the Security tab, select Trusted Sites and click Custom Level..3. Select Enable for File download.

Page 10: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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CONFIGURE ACTIVEX OPTIONS (INTERNET EXPLORER ONLY)For Internet Explorer only, configure ActiveX options - these are needed for the Document Control (see InstallingDocument Control):

1. Open the Internet Options:Windows Control Panel > Internet OptionsInternet Explorer > Tools > Internet Options

2. On the Security tab, select Trusted Sites and click Custom Level.3. Select Enable for:

Automatic prompting for ActiveX controlsRun ActiveX controls and plug-ins

4. Select Prompt for:Download signed ActiveX controlsDownload unsigned ActiveX controls

ENABLE TLS 1.2 (INTERNET EXPLORER ONLY)For Internet Explorer only, enable TLS 1.2 to support ProCon security settings.

1. Open the Internet Options:Windows Control Panel > Internet OptionsInternet Explorer > Tools > Internet Options

Page 11: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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2. On the Advanced tab, select Use TLS 1.2.

ALLOW UTF-8 QUERY STRINGS (INTERNET EXPLORER ONLY)For Internet Explorer only, allow the browser to send UTF-8 query strings (e.g. so that dashboard widgets can beused in Russian):

1. Open the Internet Options:Windows Control Panel > Internet OptionsInternet Explorer > Tools > Internet Options

2. On the Advanced tab, select:Send UTF-8 query strings for Intranet URLs

Page 12: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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Send UTF-8 query strings for non-Intranet URLs

Page 13: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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AVEVA PROCON DOCUMENT CONTROLThe AVEVA ProCon Document Control browser add-on provides the following features in the ProCon Libraryareas (Reference Library, Project/Dept Library, Tender Library, Contract Library) and for contract communicationattachments:

The ability to copy and paste documents from your computer.The ability to drag and drop documents from your computer.The ability to edit documents online with integrated editing. Changes to the document are detected and useris prompted to update the document in ProCon if the file has changed.The ability to generate a tender document from a template stored in the ProCon template library. The templatecan includemultiple documents and each document can include placeholder fields that are substituted duringgeneration of the output document.

The Document Control add-on supports Microsoft Office 2007, 2010, 2013 andOffice 365.Note: This functionality is only available in Internet Explorer.

INSTALLING DOCUMENT CONTROLWhen you log in to ProCon and browse to one of the ProCon library areas or a contract communication for thefirst time, you are prompted to install the AVEVA ProCon Document Control as an add-on for Internet Explorer.

Click Install to install the add-on. When the installation is complete, the dialog box closes automatically.

Page 14: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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PROCONWORKFLOW VIEWER AND DESIGNER

PROCONWORKFLOW VIEWERWhen you view a contract communication's Workflow Status tab, theWorkflow Viewer is displayed within thetab. There is no need to install this application on the user’s computer, but the following prerequisites must be inplace:

The ProCon website is in Trusted Sites (seeAdd the ProCon Website to Trusted Sites)Microsoft .NET Framework 4.5 is installed.Internet Explorer Compatibility View is not enabled for the website.

Note: If you are logged into ProCon with an external identity provider such as AVEVA Connect, youmay beunable to access theWorkflow Designer or Viewer. Contact your ProCon administrator for more information.

When you run theWorkflow Viewer for the first time:

1. TheWorkflow Viewer application is downloaded:

2. You are prompted to run theWorkflow Viewer.

3. Click Run.4. Depending on the configuration of the ProCon system, youmay be prompted for your ProCon username and

Page 15: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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password.

Enter these and click OK.5. The communication routing workflow is displayed in theWorkflow Status tab.

PROCONWORKFLOW DESIGNERWhen you view or edit a communication template's notification or routing workflow, or edit a mapping workflow,theWorkflow Designer is opened. This is a .NET Framework ClickOnce application.There is no need to install this application on the user’s computer, but the following prerequisites must be inplace:

The ProCon website is in Trusted Sites (seeAdd the ProCon Website to Trusted Sites).Microsoft .NET Framework 4.5 is installed.Internet Explorer Compatibility View is not enabled for the website.

Note: If you are logged into ProCon with an external identity provider such as AVEVA Connect, youmay beunable to access theWorkflow Designer or Viewer. Contact your ProCon administrator for more information.

Page 16: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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When you run theWorkflow Designer for the first time:

1. You are prompted to run theWorkflow Designer.2. Click Run.3. Depending on the configuration of the ProCon system, youmay be prompted for your ProCon username and

password.

Enter these and click OK.

Page 17: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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4. TheWorkflow Designer window is opened. If you are viewing a workflow, it is displayed as read-only.

Page 18: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

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FREQUENTLY ASKED QUESTIONSWhy doesn't the Document Control add-on installation appear?Internet Explorer only: The Document Control add-on installationmay not appear when expected even though theDocument Control functionality is not available.There are a number of possible causes:

Your user settings are configured incorrectly.The browser settings are configured incorrectly.

To resolve this:

1. Check your user settings and ensureAllow ActiveX Document Control Support is set toYes. SeeMaintaining User Preferences in the Company Portal help.

2. Ensure your browser is set up correctly. SeeBrowser Options.

Where are the files I downloaded from ProCon?The files that you download from ProCon are stored in yourWindows%temp% folder.

Why is a blank screen appearing when I open a PDF file?Sometimes when you open a PDF file from ProCon, a blank window appears instead of the PDF file. This canhappen due to a combination of the operating system, Internet Explorer browser and Adobe Reader version inuse.To resolve this issue, you should either upgrade to the latest version of Adobe Reader, or set Adobe Reader toprompt the user to save the file to disk.You should also ensure that theDisplay PDF in Browser option is cleared in the Adobe Reader Preferences.

Page 19: AVEVA ProCon Company Users - Browser Setupproconhelp.aveva.com/Resources/Company-Browser-Setup-r11.pdf · 2019-05-20 · COMPANYPORTALUSERS BROWSERSETUP PP1008-11/Apr.2019 AVEVASolutionsLimited

© 2019 AVEVASOLUTIONSLIMITED. ALL RIGHTSRESERVED.AVEVASOLUTIONSLIMITED ISOWNED BYAVEVAGROUPPLC. AVEVA, THEAVEVALOGOSAND AVEVAPRODUCT NAMESARETRADEMARKSORREGISTEREDTRADEMARKSOF AVEVAGROUPPLCOR ITSSUBSIDIARIES IN THEUNITEDKINGDOMANDOTHER COUNTRIES. OTHER BRANDSAND PRODUCTSNAMESARETHETRADEMARKSOF THEIR RESPECTIVECOMPANIES.© 2019 AVEVAGROUPPLC AND ITSSUBSIDIARIES. ALL RIGHTSRESERVED.AVEVA, THEAVEVALOGOSAND AVEVAPRODUCT NAMESARETRADEMARKSORREGISTEREDTRADEMARKSOF AVEVAGROUPPLCOR ITSSUBSIDIARIES IN THEUNITEDKINGDOMANDOTHER COUNTRIES. OTHER BRANDSAND PRODUCTSNAMESARETHETRADEMARKSOF THEIR RESPECTIVECOMPANIES.


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