Configuring IE and Office for Sant Suite - White Paper

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  • 8/3/2019 Configuring IE and Office for Sant Suite - White Paper

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    IE 7.0 Example

    3 Click Internet Options. The following screen displays:

    Left IE 6.0 Example Right IE 7.0 Example

    4 Click the Security tab. The following screen displays:

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    Left IE 6.0 Example Right IE 7.0 Example

    5 Click the Trusted sites iconand then click the Sites button. The following screen displays:

    Example same for both IE 6.0 and IE 7.0

    6 For the Add this Web site to the zone: field, click in field and then type in the URLof your WebServer.

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    7 Make sure that Require server verification (https:) for all sites in this zone matches your serverconfiguration. Check to enable, uncheck to disable.

    8 Click the OK button. The Internet Options screen re-displays.

    Left IE 6.0 Example Right IE 7.0 Example

    9 Make sure that Trusted sites is still selected. Click the Custom level button. The following screen

    displays:

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    10 Scroll down to Initialize and script ActiveX controls not marked as safe and then click the Enableradio button.

    11 Scroll down to Scripting | Active Scripting and then click the Enable radio button.

    12 Scroll down to User Authentication | Logon and then click the Anonymous logon unless ADSI(Active Directory) is configured. If ADSI is configured, click the Automatic logon with current

    username and password radio button.

    13 Click the OK button. The Security Settings screen re-displays. Click the OK button to return to theInternet Explorer main screen.

    Turning off Pop Up BlockersSant Suite is an application which opens new windows and dialog boxes in the user interface. It isimportant that you allow pop-ups on the Sant Suite site so the application can perform. The following aresome examples of enabling pop-ups for Sant Suite.

    Internet Explorer

    1 Open Internet Explorer (version 6.0 or higher). Note that in IE7 you will access the Tools menu fromthe Menu Bar option.

    IE 6.0 Example

    IE 7.0 Example

    2 On the Menu Bar, click Tools to display its options.

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    IE 6.0 Example

    IE 7.0 Example

    3 Click Internet Options. The following screen displays:

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    Left IE 6.0 Example Right IE 7.0 Example

    4 Click the Privacy tab. The following screen displays:

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    Left IE 6.0 Example Right IE 7.0 Example

    5 For IE 6.0, click to checkmark the Block pop-ups box (under Pop-up Blocker region) or for IE 7.0,click to checkmark the Turn on Pop-up Blocker box (in Pop-up Blocker region). Then click Settingsin the Pop-up Blocker area. The following screen displays:

    Same example for IE 6.0 and IE 7.0

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    6 For the Address of the Web site to allow: field, click in field and then type in the URLof your WebServer and click the Add button.

    7 Click the Close button. The Internet Options screen re-displays. Click the Close button to close it.

    Google Toolbar (only applicable if installed)

    1 Open Internet Explorer (version 6.0 or higher) and launch Sant Suite using your URL.

    2 On the Google Toolbar Menu Bar, click the Google Options button to display the Google settings.

    3 If the Sant Suite site is currently blocked, click on the blocked option to toggle it to indicate Popupsokay on this site.

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    Yahoo! Toolbar (only applicable if installed)

    1 Open Internet Explorer (version 6.0 or higher). Launch Sant Suite. Once Yahoo! has blocked a pop-upon the Sant Suite site, click the Pop-Up Blocker button on the Yahoo! tool bar.

    2 Select Always Allow Pop-Ups From from the Pop-Up Blocker Menu. The following screen displays:

    3 The blocked Sant Suite site will be listed in the Sources of Recently Blocked Pop-Ups. Select the

    Sant Suite site and click the Allow button. Yahoo! will pop up a dialog asking if you always want toallow pop-ups on the selected site, click OK.

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    4 This will add the Sant Suite site to the Always Allow Pop-Ups From These Sources. Click the Closebutton.

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    Setting Macro Security Levels in Microsoft OfficeAs we mentioned earlier, Sant Suite needs to communicate with and control Microsoft Office. This is donewith macros. To allow Sant Suite to run macros within Microsoft Office, it is necessary to modify yourmacro security levels to medium. This will allow Sant Suite to run macros within Microsoft Office, while still

    protecting your computer.You will need to set the macro security level in Microsoft Word if you are using ProposalMaster orRFPMaster.

    You will need to set the macro security level in Microsoft Excel if you are using RFPMaster and receivecustomer RFPs in Microsoft Excel files.

    You will need to set the macro security level in Microsoft PowerPoint if you are using PresentationBuilder.

    Microsoft Office XP

    Follow these directions to set your Macro Security Level for each Microsoft Office product you willuse with Sant Suite:

    1 Open your Microsoft office product (Word, Excel, or PowerPoint). From the Menu Bar, select Tools |Macro | Security.

    2 Select Medium as the security level and click the OK button.

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    3 Close your Microsoft office product.

    Microsoft Office Vista

    Follow these directions to set your Macro Security Level for each Microsoft Office product you willuse with Sant Suite:

    1 Click the Microsoft Office button and then click the Word Options button (bottom of dialog box)

    2 Click Trust Center button to display its screen and then click the Trust Center Settings button todisplay the Trust Center screen.

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