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Process Commander works with Microsoft Internet Explorer version 8.0. Internet Explorer is also known as IE or MSIE, and
serves as a thin client for both application developers and application
users.
Browser
plug-ins
Process Commander users need one or two free browser plug-ins from
Adobe Systems Inc.
Depending on Windows and Internet
Explorer settings, users at workstations with World Wide Web access
can download these plug-ins quickly upon first use. However, in some
Windows configurations, installation of the plug-ins require a Windows
Administrator log-in (not a Windows log-in that has administrative
privileges).
Flash Player
Adobe Flash Player plug-in is required to use the Flow Explorer,
Show Calls, Declarative Network, interactive charts in the Monitor
Activity workspace, interactive charts in your application, and other
displays. Application users need only Version 9; Designer Studio users need Version 10. The Flash Player is available as a small download fromwww.adobe.com/products/flashplayer.
Adobe Reader
The Adobe Reader plug-in is often used in accessible applications.
See Pega Developer Network article PRKB-25265 Adding browser plug-ins to accessible
applications.
Temporary
Internet Files (cache) and page refresh settings
Under Tools > Internet Options > General > Browsing History > Settings > Temporary
Internet Files, select Automatic
.
Process Commander uses HTTP 1.1 and marks pages as expired when
appropriate.
The system responds best if your MSIE cache is enabled, because the
cache can store images and other static files locally. However,
browser caching is not required.
Pop-up
blocker
Process Commander uses pop-up windows. However, you can enable the
Internet Explorer 8 pop-up blocker if you allow exceptions for the
server node or nodes that support Process Commander:
- Enter the URL address of the Process Commander server. The
log-on form appears. You do not need to log in.
- Select Tools > Pop-up Blocker > Turn-off Pop-up Blocker. PROJ-332 TASK-17499
Using multiple
tabs with different Operator IDs
You can use multiple tabs in Internet Explorer 8 to connect to
different Process Commander systems, or to have multiple connections
to a single Process Commander system using the same Operator ID.
OLSOK 11/1/06
You can't connect to one Process Commander system as different
operators using tabs. All Internet Explorer sessions run in a single
common Windows process and share cookies. This is an Internet Explorer
limitation. See these Microsoft notes for more information:
Outlook Web
Access and cookies
You can't use Outlook Web
Access in one tab and a Process Commander session in another tab.
OLSOK 11/1/06
When an IE8 user logs out of an Outlook Web Access server, sites
open in other tabs (in the same IE8 window) that use cookies to
maintain sessions are in some cases also logged. Process Commander
depends on such cookies.
When you return to the tab that contained the Process Commander
session, your session is ended and uncommitted work is lost. Log in
again to start a new session.
Keeping a
session when other applications use IE
When you use other desktop applications in addition to your Process
Commander session, your interaction with another application may open
an Internet Explorer window, displacing your Process Commander
session.
For example, if an arriving email message contains a link,
clicking the link may displace your Process Commander window.
When this happens, you can use Back to return to
Process Commander session, and continue. However, if instead you close
the IE window, your session (and any unsaved work) is gone.
To avoid this:
- Select Tools> Internet Options > Advanced from
the Internet Explorer menu.
- Locate in the Browser group the setting
Reuse Windows for Launching Shortcuts.
- Clear this setting:
Other IE8 Add-ons
Certain non-Microsoft add-ons can significantly slow performance of the Designer Studio.
To assess whether a plug-in is affecting browser performance, select Tools > Internet Options > Programs and click the Manage Add-ons button to disable them.
Performance
tips and keyboard shortcuts
Developers and users are most productive if they remember these
tips:
- Click the logo on the upper left of the portal to return to
your portal home view.
- Don't use the Back icon or the Back keyboard shortcut.
Don't use the browser History capabilities to return to an
earlier page. The older pages may contain stale information, and
the Back and History features may interfere with Process Commander
server synchronization.
- Click the Refresh button on the Designer Studio tab bar
(), not the Internet
Explorer refresh icon or the F5 key, to
refresh the current display.
- Press CTRL+F to search for text on a page.
- Press CTRL+P to print the current page.
Downloaded
Program Files (ActiveX controls)
For many users, Process Commander requires a few Pegasystems-signed
ActiveX controls on the workstation. If your Windows network account
and Internet Explorer settings permit downloading, Windows
automatically downloads each needed ActiveX control on demand, when
first needed. Alternatively, you or your Windows technical support
staff can download them once, using their own account privileges or an
installer found on the Process Commander installation media.
C-1601
If your Windows account has Power User or Administrator privileges,
you can download these controls. If not, another user with appropriate
privileges can download them for you, by signing on and using Process
Commander briefly. (You do not need Power User or Administrator
privileges to run the ActiveX controls.)
Under Tools > Internet Options, on the Security tab, confirm that you can download signed ActiveX control using the Local intranet zone.
You can set security for the Local intranet zone to Low, or can choose
Custom and turn on the download settings:
Typically, Windows places these files in the
C:\Windows\DownloadedProgramFiles
directory. Which
ActiveX controls you download depends on your role and your use of the
system. See Understanding
ActiveX controls and Process Commander.
Other security
settings
Typically, the Process Commander server
operates on a local area network (LAN) and appears in the Local Zone
of Internet Explorer. You can change security settings for the Local
Zone without affecting the security settings you want to apply for the
Internet. The default Local Zone security setting of
Medium
or Medium-Low
MARTT 9/29/06
is generally appropriate for Process Commander use; some special cases
requiring customization are noted here.
Server name
Most LANs include a domain name server, so you can identify the
server hosting Process Commander by name. However, if instead you use
a numeric IP address in the URL, such as:
http://10.1.29.52:80/prweb/PRServlet
then Internet Explorer applies the security settings in the
Internet Zone, not the Local Zone. Typically the Internet Zone
settings are more restrictive than the Local Zone and may prevent
proper operation of Process Commander. Avoid using an IP address
rather than a domain name, or access Tools > Internet Options
> Security > Trusted sites > Sites and add the IP
address as a trusted site. ITKIS B-5314
Cookies
Process Commander uses cookies. Confirm that your Internet Explorer
settings allow cookies.
Scripting
Process
Commander uses JavaScript. Applications based on Process Commander may
use VBScript in addition to JavaScript. Users require the ability to
execute scripts in the Local Zone. This is available under the
Low
setting for the Local Zone or as a custom
setting.
Java applets and programs
Process Commander does not use Java applets and does not require
Java to be installed or enabled on the workstation. Note these two
exceptions:
- The Demo facility of the Locale
Settings tool is a Java applet. This facility requires a JVM
installed on the workstation and the ability to run applets within
Internet Explorer.
- The Animator client program in
PegaRULES Process Simulator is a Java application and so requires a
workstation JVM.
Temporary files
The open authoring facilities (including those for text files, HTML, XML, Excel, Visio, and Word) save temporary files on the user's workstation, or on a local directory that is dedicated to this user, to avoid file name conflicts.
To identify the appropriate directory for a temporary file, the open authoring facility first looks on the workstation for a Windows environment variable named TEMP. If this variable is not found, it looks next for a Windows environment variable named TMP. If defined, these variables must identify a private, writable directory with available disk space that is dedicated to the workstation or user.
If neither environment variable is found, it attempts to use the directory C:\PegaTemp\, creating this directory if possible. Finally, it attempts to use C:\. If none of these are successful, the open authoring process fails.
Restrictions on file downloads
If your Process Commander server is
identified (in the URL on the Internet Explorer Address line) by an IP
address or by a domain-qualified name (such as
myserver.mydomain.sub), an Internet Explorer setting may
restrict your ability to use file attachments. Open the Custom
Levels dialog on the tab of the Tools > Internet
Options panel for the Local Internet zone. Clear the
Automatic Prompting for File Download setting.
KHATV 4/05
Use of HTTPS may block certain download operations from the server
to workstations. For details and suggestions, see Pega Developer
Network article PRKB-17997 Troubleshooting:
"Internet Explorer cannot download..." messages (Tomcat with
SSL) .
Operating in the Internet Zone rather than the Local Zone
Visio editing is not possible if you access Process Commander from
the Internet Zone (rather than the Local Zone), unless you configure
additional security changes. Internet Explorer assigns a site to the
Internet Zone if the URL contains multiple segments for the server
portion, such as:
http://pegarulesserver.example.com:8080/prweb/PRServlet
For instructions on setting up Visio editing in such situations,
see the Pega Developer Network article PRKB-14870 Troubleshooting: Visio flow editing and the IE
Internet Zone.
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