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Safari setup for application users

Designer Studio and cross browser compatible applications built on the Pega 7 Platform are accessible using Apple Safari.

Most configuration takes place in the Safari Preferences window. Use any of three ways to display this window:

  1. If the Safari menu bar is available, choose Window > Preferences....
  2. If the Safari menu bar is not visible, select the Settings icon at the top right of the screen. From the menu that displays, select Preferences....
  3. Using the keyboard, click Ctrl +,.

Browser plug-ins

Certain Pega 7 Platform features require browser plug-ins. It is recommended that you log out of Pega 7 Platform and restart your browser after installation is complete.

Depending on operating system and browser settings, users at workstations with internet access can download these plug-ins quickly upon first use. If you are not able to successfully download and install the following plug-ins, contact your system administrator.

 

Plug-in

Instructions

Adobe Flash Player

Adobe Flash Player (version 9 or higher) is required when using referencing rules, the Declarative Network Analyzer and other displays in your application.

Download available at: www.adobe.com/products/flashplayer

 

Microsoft Silverlight

Microsoft Silverlight is required when using the Word merge feature.

Download available at: www.microsoft.com/silverlight/

Adobe Reader

If you want to integrate Adobe Reader with an accessible application, see PDN article Adding browser plug-ins to accessible applications

 

Pop-up blocker

Pega 7 Platform requires pop-up windows; ensure your browser has the pop-up blocker disabled. For browsers that allow exceptions, an alternative is to leave the pop-up blocker enabled but add the nodes hosting your Pega 7 Platform application to the list of "allowed" sites.

Using multiple tabs

You can use multiple tabs in your browser to connect to different Pega 7 Platform systems or to have multiple connections to a single Pega 7 Platform system using the same Operator ID.

You cannot use multiple tabs to connect to a single Pega 7 Platform system with different Operator IDs. All browser sessions run in a single, common Windows process and share cookies.

To avoid other desktop applications from inadvertently displacing your Pega 7 Platform session, use the following tips:

In the event that your Pega 7 Platform session is replaced by another application , use the Back icon to return to your work and continue. If you close the browser window, your Pega 7 Platform session (and any unsaved work) will be lost.

NOTE: You cannot use Outlook Web Access in one tab and a Pega 7 Platform session in another tab. Logging out of an Outlook Web Access server clears cookies for all tabs in the same window, ending your Pega 7 Platform session. All uncommitted work is lost; log in again to start a new session.

Cookies

Pega 7 Platform requires persistent cookies. Ensure your browser settings allow cookies. For browsers that allow exceptions, an alternative is to disable cookies but add the nodes hosting your Pega 7 Platform application to the list of "allowed" sites.

ActiveX controls not supported

ActiveX controls are only supported in Internet Explorer. Safari, Chrome and Firefox users are unable to use functions that rely on ActiveX controls. See ActiveX controls for more information on how these controls are used by Pega 7 Platform.

The Designer Studio and cross browser compatible applications built on Pega 7 Platform are accessible using Microsoft Internet Explorer.

Restrictions on file downloads

If your Pega 7 Platform server is identified by an IP address or by a domain-qualified name (such as myserver.mydomain.sub) in the browser's address line, you may be prompted before downloading a file. This can restrict your ability to use file attachments. To avoid this restriction, ensure your browser has the "Always prompt before downloading" option disabled.

Scripting

Pega 7 Platform uses JavaScript. Applications may use VBScript in addition to JavaScript. Ensure your browser has JavaScript enabled.

Cache Settings

Temporary Internet Files

The open authoring facilities (including those for text files, HTML, XML, Excel, 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, make sure that these variables 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.

Page refresh settings

Pega 7 Platform uses HTTP 1.1 and marks pages as expired when appropriate. No exposed method is available that allows a user to instruct the browser to automatically clear the browser cache when the user refreshes a page. You can, however, manually clear the cache by reviewing your browser's "history", "browsing data" or "network" settings.

The system responds best if your browser cache is enabled, because the cache can store images and other static files locally. Browser caching is not required.

Performance tips

Developers and users are most productive if they remember these tips:

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