XCM Solutions
XCM INTERNET BROWSER SETTINGS
XCM Recommended Internet Browser Settings
July, 2016
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XCM Solutions
XCM INTERNET BROWSER SETTINGS
TABLE OF CONTENTS
Overview: Internet Browser Caching And Pop-ups ............................................................... 3
1.0
Microsoft Internet Explorer® Version 11 Or Higher ..................................................... 3
1.1
1.2
1.3
2.0
Google Chrome™ .......................................................................................................... 7
2.1
2.2
2.3
3.0
Manually Clear Cache If XCM Screens Display Outdated Data ................................ 19
Enable All Pop-ups ................................................................................................... 20
Microsoft Edge® .......................................................................................................... 20
5.1
5.2
6.0
Disable Cache .......................................................................................................... 15
Enable All Pop-ups ................................................................................................... 16
Enable Pop-ups For Only The XCM Site................................................................... 17
Apple Safari® ............................................................................................................... 19
4.1
4.2
5.0
Disable Cache ............................................................................................................ 7
Enable All Pop-ups ..................................................................................................... 9
Enable Pop-ups For Only The XCM Site................................................................... 11
Mozilla Firefox® ........................................................................................................... 15
3.1
3.2
3.3
4.0
Disable Cache ............................................................................................................ 3
Enable All Pop-ups ..................................................................................................... 4
Enable Pop-ups For Only The XCM Site..................................................................... 5
Manually Clear Cache If XCM Screens Display Outdated Data ................................ 20
Enable All Pop-ups ................................................................................................... 22
Legacy XCM Settings................................................................................................... 24
6.1
Required Settings ..................................................................................................... 24
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XCM INTERNET BROWSER SETTINGS
OVERVIEW : INTERNET BROW SER CACHING AND POP-UPS
XCM’s content is dynamic in that information displayed on XCM web pages is loaded from the XCM database
every time a page is visited. As a result, your browser may mistakenly show a locally cached copy of an XCM
page instead of including the current updated information. To avoid this problem, disabling your browser cache
is highly recommended.
Pop-ups appear as separate windows on top of the original web page and browsers by default typically prevent
them from opening. However, since XCM uses pop-ups to display important information, your browser must be
set to allow them.
XCM Solutions’ recommended cache and pop-up settings for different browsers are detailed below.
Your IT department may have policies that define your browser configuration, so it is always a good idea to
involve them in any changes or if you need any assistance implementing them.
1.0
MICROSOFT INTERNET EXPLORER® VERSION 11 OR HIGHER
These settings apply to XCM 2015 only. IE provides two options for enabling Pop-ups, choose one below.
1.1
DISABLE CACHE
Open Internet Explorer (IE). From the main menu, click the Tools header, and then Internet Options.
On the General tab of the Internet Options page which appears, click the Settings button. On the Website Data
Settings page under Check for new versions of stored pages, click the radio button next to Every time I visit the
webpage.
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XCM INTERNET BROWSER SETTINGS
Click the OK button on each page to save your changes and return to the main IE screen.
1.2
ENABLE ALL POP-UPS
From the main menu, click the Tools header, and then highlight the Pop-up Blocker selection. On the submenu
which appears, click Turn off Pop-up Blocker.
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XCM Solutions
XCM INTERNET BROWSER SETTINGS
Once the Pop-up Blocker is turned off, the submenu selection changes to Turn on Pop-up Blocker, signifying
that Pop-ups are not currently being blocked.
1.3
E N A B L E P O P - U P S F O R O N L Y T H E XCM S I TE
From the main IE menu, click the Tools header, and then highlight the Pop-up Blocker selection. On the submenu
which appears, click Pop-up Blocker settings.
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XCM INTERNET BROWSER SETTINGS
On the Pop-up Blocker Settings screen which appears, in the space under Address of website to allow, type
https://login.xcmsolutions.com, and then click the Add button.
The XCM site will now appear in the Allowed sites window.
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XCM INTERNET BROWSER SETTINGS
Click the Close button to save your changes and exit.
2.0
GOOGLE CHROME™
These settings apply to XCM 2015 only. Chrome provides two options for enabling Pop-ups, choose one below.
2.1
DISABLE CACHE
Chrome’s caching behavior is controlled by modifying the shortcut parameters that start Chrome. On your
desktop, right-click the Google Chrome shortcut and select Properties from the menu that appears.
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XCM INTERNET BROWSER SETTINGS
The Google Chrome Properties screen will appear. By default, the text in the Target field is: "C:\Program Files
(x86)\Google\Chrome\Application\chrome.exe"
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XCM INTERNET BROWSER SETTINGS
Add this additional text to the end of the above Target entry (those are double dashes before disk and media,
and make sure to first add a space):
--disk-cache-size=1 --media-cache-size=1
The entire entry will now be:
"C:\Program Files (x86)\Google\Chrome\Application\chrome.exe" --disk-cache-size=1 --media-cache-size=1
Click the OK button to save your changes to the shortcut and exit.
2.2
ENABLE ALL POP-UPS
Open Chrome and click the three lines in the upper-right corner. Click Settings from the menu that appears.
On the Settings window that appears, click Show Advanced Settings to be able to scroll down further.
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XCM INTERNET BROWSER SETTINGS
Find the Privacy header, and then click the Content settings… button.
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On the Content settings screen, scroll down to the Pop-ups header, and then click the radio button next to
Allow all sites to show pop-ups.
Click the Done button to save your changes and exit.
2.3
E N A B L E P O P - U P S F O R O N L Y T H E XCM S I TE
Open Chrome and click the three lines in the upper-right corner. Click Settings from the menu that appears
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XCM INTERNET BROWSER SETTINGS
On the Settings window that appears, click Show Advanced Settings to be able to scroll down further.
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Find the Privacy header, and then click the Content settings… button.
On the Content settings screen, scroll down to the Pop-ups header, and then click the radio button next to Do
not allow all sites to show pop-ups (recommended). Click the Manage exceptions… button.
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XCM INTERNET BROWSER SETTINGS
On the Pop-up exceptions screen, in the Hostname pattern box, type xcmsolutions.com, select Allow in the
Behavior list box, and then click the Done button to save your changes.
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3.0
XCM INTERNET BROWSER SETTINGS
MOZILLA FIREFOX®
These settings apply to XCM 2015 only. Firefox provides two options for enabling Pop-ups, choose one below.
3.1
DISABLE CACHE
Open Firefox and in the Search or enter address field, type about:config (that is a hyphen between the two
words). Ignore the warning screen and continue by clicking the I’ll be careful, I promise! button.
On the screen that appears, scroll down to the selection: network.http.use-cache
Right-click the network.http.use-cache selection and click Toggle in the menu that appears.
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The value will change to false.
Close and reopen Firefox to apply your changes.
3.2
ENABLE ALL POP-UPS
On the upper-right corner of the main Firefox screen, click the three lines, and then click the Options icon in the
screen that appears.
On the Options screen, and then click the Content tab. Uncheck the Block pop-up windows checkbox.
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Click the OK button to save your changes.
3.3
E N A B L E P O P - U P S F O R O N L Y T H E XCM S I TE
On the upper-right corner of the main Firefox screen, click the three lines, and then click the Options icon in the
screen that appears.
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On the Options screen, click the Content tab. Check the Block pop-up windows checkbox, and then click the
Exceptions button.
On the Allowed Sites – Pop-ups screen, type *.xcmsolutions.com in the Address of website field, and then click
the Allow button.
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Click the Close button to save your changes.
4.0
APPLE SAFARI®
Safari is supported only on Apple/Mac systems and XCM 2015.
4.1
M A N U A L L Y C L E A R C A C H E I F XCM S C R E E N S D I S P L A Y O U TD A TE D D A TA
Open Safari. Click the configuration icon (gear) in the upper right-hand corner and then click the Preferences
selection.
On the screen that appears, click the Privacy header, click the Remove All Website Data button, and then
check the Remove Now button. Return to the main Safari screen.
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XCM Solutions
4.2
XCM INTERNET BROWSER SETTINGS
ENABLE ALL POP-UPS
From the main Safari screen, click the configuration icon (gear). From the menu that appears, uncheck the Block
Pop-Up Windows selection.
The check mark will no longer be displayed, signifying that pop-ups are no longer blocked.
5.0
MICROSOFT EDGE®
These settings apply to XCM 2015 only.
5.1
M A N U A L L Y C L E A R C A C H E I F XCM S C R E E N S D I S P L A Y O U TD A TE D D A TA
From the main Edge screen, click the 3-dot icon in the upper right. From the menu that appears, scroll down and
click the Settings button.
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On the Settings screen, scroll down and, under Clear Browsing data, click the Choose what to clear button.
Check the box next to Cached data and files, and then click the Clear button.
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XCM Solutions
5.2
XCM INTERNET BROWSER SETTINGS
ENABLE ALL POP-UPS
From the main Edge screen, click the 3-dot icon in the upper right. From the menu that appears, scroll down and
click the Settings button.
On the Settings screen, scroll down and click the View Advanced Settings button.
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On the Advanced Settings screen, turn the Block pop-ups switch to off (it will display Off when done).
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6.0
XCM INTERNET BROWSER SETTINGS
LEGACY XCM SETTINGS
XCM’s legacy interface supports only IE Version 9 or higher (IE 11 is preferred) and you must prepare your
browser so that interactions with the XCM site are fully trusted.
If your firm has an IT department, you should get them involved to apply the following configuration steps to your
workstation’s browser (your settings may be applied centrally by your IT department through a global policy).
Ongoing maintenance to the firm’s network may alter IE settings, so if XCM acts abnormally, your IT department
should first make sure that the needed IE configuration is still valid.
6.1
R E Q U I R E D S E T TI N G S
1. Open
Internet Explorer (IE). To determine which version of IE you are using, from the menu at the top of the
screen, click Help, then About Internet Explorer. Any trailing version numbers indicate applied fixes to the base
version.
2. From the main IE window, click Tools, then Internet Options, and then the Security tab to access the IE Security
Settings screen.
3. Highlight
the Trusted Sites green check icon, and then click the Sites button. In the Trusted Sites screen that
appears, add these website URLs to the Trusted Sites list:
https://login.xcmsolutions.com
https://portal.xcmsolutions.com
*If users first always go to www.xcmsolutions.com, and then use the Client Login link to login to XCM, you may
also want to add [first, uncheck Require server verification (https) for all sites in this zone] this URL:
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http://www.xcmsolutions.com
4. Follow
these directions only if your firm uses XCM’s client or document integration, otherwise skip to Step 5.
If your firm uses XCM’s client or document integration, the firm’s network has one or more URLs that are
necessary to support these features. These URLs must also be added to the Trusted Sites zone.
To determine the necessary URLs to add, from the XCM Utilities tab, open Manage Settings and Defaults to see
the page below (your XCM user account may not have the necessary permissions to view this page, so you may
need to contact your firm’s IT department or XCM administrator). One or both of the Integration settings will be
displayed depending on what features your firm has installed. Add the portion of each URL outlined in red below
(your firm’s URLs will be different than what is shown) to the Trusted Sites zone [first, uncheck Require server
verification (https) for all sites in this zone].
5. Click
the Close button to save the Trusted Sites list.
6. From
the Security tab, with the Trusted Sites green check icon highlighted in the Select a zone to view or
change security settings area, click the Custom level button to bring up the following screen.
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7. In
the Settings window, scroll down until you see the following headings. Verify or change their settings by
clicking the Enable radio button under each one.
a. Automatic
prompting for ActiveX controls
b. Download
signed ActiveX controls
c. Initialize
and script ActiveX controls not marked as safe for scripting
d. Access
data sources across domains
e. Display
mixed content
8. In
the same Settings window, continue to scroll down until you see the following headings. Verify or change
their settings by clicking the Disable radio button under each one.
a. Use
phishing filter
b. Use
Pop-up Blocker
9. Click
the OK button to save your settings, and if the warning screen below appears, click the Yes button to
verify your changes.
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10. From
the Advanced tab on the Internet Options screen, in the Settings window, scroll down until you see the
following heading. Verify or change its setting by clearing the checkbox next to it (it should not be checked).
a. Do
not save encrypted pages to disk
11. From the General tab, under
Browsing History, click the Settings button to open the Temporary Internet Files
tab. Verify or change the Check for newer versions of stored pages setting to Every time I visit the webpage
by clicking the radio button next to it, as in the screenshot below. Click the OK button to return to the Internet
Options window.
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12. Click
the OK button to close the Internet Options windows, and then exit from Internet Explorer for all settings
to be applied.
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