Qvidian Proposal Automation System Requirements

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1 Qvidian Proposal Automation System Requirements Version /13/2017

2 Copyright Copyright 2017 Qvidian. All rights reserved. Information in this document is subject to change without notice. The software described in this document is furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of those agreements. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Qvidian. Qvidian Alliance Road Cincinnati, OH Trademarks Microsoft, Excel, PowerPoint, Microsoft Edge, Internet Explorer, Silverlight, ActiveX, Boot Camp and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Apple, Mac, Macbook Air, Macbook Pro macos, and Safari are trademarks of Apple Inc., registered in the U.S. and other countries. Mozilla and Firefox are registered trademarks of the Mozilla Foundation. Google and Google Chrome are either trademarks or registered trademarks of Google Inc. Adobe and Flash are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. VMware is a registered trademark of VMware, Inc. in the United States and/or other countries. Parallels is a registered trademark of. Parallels Software International, Inc Intel is a registered trademark of Intel Corporation. Java is a registered trademarks of Oracle and/or its affiliates. Marketo is either a registered trademark or trademark of Marketo Inc. in the United States and/or other countries. Qvidian Proposal Automation System Requirements i

3 CONTENTS Qvidian Proposal Automation System Requirements 1 Client Platform Requirements 1 Operating System 1 Application Software 1 Browser Software 2 Required Microsoft Internet Explorer Configuration 2 Required Microsoft Edge Configuration 3 Required Firefox and Chrome Configuration 3 Required Safari Configuration 4 Client Installation 4 Qvidian Add-ins Requirements 4 Whitelist 5 Anti-spam Systems 5 Playbooks System Requirements 7 Client Platform Requirements: Microsoft Windows 7 Operating System 7 Browser Software 7 Client Platform Requirements: Apple Mac 8 Operating System: 8 Browser Software: 8 Salesforce.com 9 Trusted Sites 9 White List 9 Qvidian Proposal Automation System Requirements ii

4 Qvidian Proposal Automation System Requirements The system requirements listed below are applicable to Qvidian Proposal Automation (QPA). Client Platform Requirements Minimum Recommended Processor Microsoft Windows : Dual core, Intel i5, 2.5 GHz or higher Apple Mac Mini : Dual-core Intel Core i5, 2.3 GHz or higher Apple Mac Book Air : Dual-core Intel Core i5, 1.7 GHz or higher Microsoft Windows: Dual core, Intel i5, 3.2 GHz or higher Apple imac, MacBook Pro or Apple Mac Pro : Dual-core Intel Core i5, 2.5 GHz or higher RAM 2 GB 4 GB Required Hard Drive Space: Qvidian Client Add-Ins (Windows only) 16 MB 16 MB Network Connection 10 Mbps LAN 100 Mbps LAN Screen Resolution 1366 x x 768 or higher Note QPA functionality is limited on a Mac. Users cannot download the Qvidian add-in toolbars or access the QPA Architecture tab on a Mac without a virtual PC, and therefore cannot perform the tasks listed in the Qvidian Add-ins Requirements section below or any task performed on the Architecture screens, such as creating a document type. Operating System Microsoft Windows 8 and 8.1; 32-bit or 64-bit editions Microsoft Windows 10; 32-bit or 64-bit editions macos X Sierra Application Software Qvidian s Microsoft Office integration is not available for Apple Mac. Users can use the Qvidian add-in tool bars through VMware, Apple Boot Camp, Parallels or any other software that renders windows 8/8.1 or 10. Qvidian Proposal Automation System Requirements 1

5 Microsoft Word, PowerPoint, and Excel 2010; 32-bit or 64-bit editions. Microsoft Word, PowerPoint, Excel 2013; 32-bit editions. Microsoft Word, PowerPoint, and Excel 2016; 32-bit or 64-bit editions. For the selected application software, please note the following: Microsoft Word, PowerPoint, and Excel applications macro security settings must be configured to allow and enable signed macros to use Qvidian s Microsoft Office automation and integration features. Microsoft Core XML Services (MSXML) 6.0 with Service Pack 2 or higher applied. Browser Software Technical support is available for all supported browsers, but Qvidian does not fix defects related to older versions. Browser Improved Drag and Drop Library Projects Technical Support Defect Fix Microsoft Edge (32-bit & 64-bit) Microsoft Internet Explorer 11.0 (32-bit & 64-bit) Mozilla Firefox Current version (32-bit & 64-bit; production releases only) One release prior to current release (32-bit & 64-bit; production releases only) Google Chrome Current version and one release one prior (32-bit & 64-bit; production releases only) One release prior to current (32-bit & 64-bit; production releases only) Apple Safari or higher Required Microsoft Internet Explorer Configuration If using a Pop-up Blocker, configure it to allow pop-ups from the Qvidian URL. For Qvidian Library s multiple files upload to be operational, it may be necessary to install Microsoft Silverlight Plug-in or Adobe Flash Player Plug-in. Qvidian Proposal Automation System Requirements 2

6 Configure Internet Options Security with custom security level for the appropriate security zone, typically Trusted Sites, based on the default Medium security level, then, update as follows: Add and to your Trusted Sites. Within the Downloads section, enable Automatic prompting for file downloads. Within the Miscellaneous section, enable Include local directory path when uploading files to server. Within the Scripting section, enable Active scripting. For Single Sign-On (SSO) configurations, within the User Authentication Logon section, enable Automatic logon with current user name and password. Configure Advanced settings as follows: For SSL (HTTPS) configured Qvidian sites, within the Security section, disable Do not save encrypted pages to disk. To use Qvidian s full Microsoft Office automation and integration features using automated Qvidian add-ins, including downloads, save to clipboard, automated content editing, and exporting, the Internet Explorer configuration settings below are also required. Under Internet Options > Security configure the Qvidian web site URL specified as a Trusted Site. Under Internet Options > Security configure the custom security level for the Trusted Sites zone based on the required Internet Explorer configuration settings defined above, then, further update the following: Security level updates as defined above in the required Internet Explorer configuration settings. Within the ActiveX controls and plug-ins section, enable Initialize and script ActiveX controls not marked as safe for scripting. Required Microsoft Edge Configuration Allow pop-ups from Qvidian by selecting Always Allow when prompted the first time Qvidian attempts to open a pop-up window or disable Block pop-ups setting. Required Firefox and Chrome Configuration Disable Block pop-up windows setting or configure exceptions for the Qvidian URL. For Qvidian Library s multiple files upload to be operational, it may be necessary to install Microsoft Silverlight or Adobe Flash Player Plug-in. Without these settings, Qvidian functions are still available but are not automated and typically will require user intervention to operate. For example, a user may have to manually select Download Add-Ins from the Settings drop-down menu option, or respond to Internet Explorer dialog prompts to open or save a file. Qvidian Proposal Automation System Requirements 3

7 Required Safari Configuration Disable Block pop-up windows setting. Client Installation Internet Explorer browser configuration, detailed previously, requires administrative rights on the Client PC. There is no client-side software installation required and no Java Runtime Environment (JRE) or ActiveX components required. Qvidian leverages Qvidian add-ins for Microsoft Office containing VBA scripting to achieve Office applications automation. The Qvidian add-in toolbars can be downloaded by selecting Download Add-Ins from the Settings dropdown menu option in the QPA interface. Additionally, customers may automate this download process using client software management tools. Qvidian Add-ins Requirements To use certain features in QPA, Microsoft Windows users must install the Qvidian add-ins for Microsoft Office that add a Qvidian tab to Word, PowerPoint and Excel toolbars. The add-ins are required to be able to perform the following actions: Features that require add-ins Editing documents in the library using the Quick Edit or Edit Individually functions. Applying Word style templates stored in QPA to content. Bulk loading Working with RFPs in created documents. Editing content records or other files in Structured Content, Agenda Slide, and Dynamic Slide components in document types on Architecture tab. Inserting merge codes from a list of existing merge codes in QPA into Word documents, PowerPoint slides, or Excel spreadsheets. Alternative methods Additional editing options, such as dragging and dropping a zip file, or uploading a new revision, are available to users without add-ins. Apply locally stored templates using Microsoft functionality. Manually separate questions and answers into individual documents and upload them to the library. Create RFPs in projects. There are no alternatives at this time. Manually type in merge codes. We recommend add-ins for Content Managers, because it can reduce the time it takes them to create, update, and edit content, and Document Architects because it offers them the option to include Structured Content, Agenda Slide, and Dynamic Slide components in document types. RFP and proposal writers, and Subject Matter Experts (SMEs) typically do not need to download the add-ins. These users normally perform the following actions in QPA: Qvidian Proposal Automation System Requirements 4

8 Build proactive Word documents and PowerPoint presentations. Answer RFP questions inline, using the HTML editor, in created documents. Manage and work in projects, including uploading files and answering RFP questions. Search for and use content, including copying content to the clipboard from the preview screen and pasting it into other documents and applications, downloading library records to the user s computer, and generating content URLs. Submit new content to the library, provide general and content feedback. Work with Word or PowerPoint content assigned to them by Content Administrators via the Send to SME or Assign Review Job features. Work on RFP answers ed to them by RFP file owners from Created Documents (not using the Assign Question function). As an SME, edit content on the SME Edit screen. For detailed directions to download the Qvidian add-ins for Microsoft Office and to configure your desktop, refer to the Qvidian QPA Browser and Microsoft Word Configuration Guide. Note If ActiveX is enabled and if the add-ins are not previously downloaded, you will be prompted to download them when you start to perform any of the actions listed above in Word, Excel, or Power- Point. The prompt will only appear if ActiveX has been enabled. Whitelist The following addresses must be whitelisted on your company's mail server: Support@qvidian.com Qvidian@qvidian.com Community@qvidian.com info@qvidian.com connect@qvidian.com *.mktomail.com Anti-spam Systems If your organization uses an anti-spam system that blocks (blacklists) or slows down (greylists) delivery of some messages, add the following IP addresses to the allow list (whitelist) of the anti-spam system to ensure users receive Qvidian s in a timely manner. Marketo Qvidian s Dedicated IP address: Qvidian Hosted Servers. The outbound traffic is subject to change at any time to any IP within the ranges below or can be expressed via Classless Inter-Domain Routing (CIDR). Qvidian Proposal Automation System Requirements 5

9 US Data Center IP range: to CIDR notation: /27 Mail server name: delivery.qvidian.com EU Data Center IP range: to CIDR notation /30 Mail server name: mail.qvidian.eu Qvidian Proposal Automation System Requirements 6

10 Playbooks System Requirements The system requirements listed below are applicable to Qvidian Playbooks. Client Platform Requirements: Microsoft Windows Minimum Recommended Processor - Microsoft Windows Dual core, Intel i5, 2.5 GHz or higher Dual core, Intel i5, 3.2 GHz or higher RAM 2 GB or higher 4 GB or higher Network Connection 10 Mbps LAN 100 Mbps LAN Screen Resolution 1024 x x 768 or higher Operating System Microsoft Windows 7; 32-bit or 64-bit editions Microsoft Windows 8 and 8.1; 32-bit or 64-bit editions Browser Software Microsoft Internet Explorer Microsoft Internet Explorer 10.0 (32-Bit) Microsoft Internet Explorer 11.0 (32-Bit) Required Internet Explorer (IE) configuration settings: If using a Pop-up Blocker, configure it to allow pop-ups from the Qvidian URL. For Qvidian Library s multiple files upload to be operational, it may be necessary to install Microsoft Silverlight Plug-in or Adobe Flash Player Plug-in. Configure Internet Options Security with custom security level for the appropriate security zone (typically, Trusted Sites) based on the default Medium security level, then, update as follows: Add and to your Trusted Sites. Within the Downloads section, enable Automatic prompting for file downloads. Within the Miscellaneous section, enable Include local directory path when uploading files to server. Within the Scripting section, enable Active scripting Qvidian Proposal Automation System Requirements 7

11 For Single Sign-On (SSO) configurations, within the User Authentication Logon section, enable Automatic logon with current user name and password. Configure Advanced settings as follows: For SSL (HTTPS) configured Qvidian sites, within the Security section, disable Do not save encrypted pages to disk. Mozilla Firefox Mozilla Firefox current version and all releases in the last twelve months. Required Firefox configuration settings: Disable Block pop-up windows setting or configure exceptions for the Qvidian URL. Google Chrome Chrome current version and all releases in the last twelve months. Required Chrome configuration settings: Disable Block pop-up windows setting or configure exceptions for the Qvidian URL. Client Platform Requirements: Apple Mac Minimum Processor (Intel-based only) 2.3 GHz or better, dual-core Intel Core i5, Mac Mini 1.7 GHz or better, dual-core Intel Core i5, Mac Book Air Recommended 2.5 GHz or higher, dual-core Intel Core i5, Apple imac, MacBook Pro or Apple Mac Pro RAM 2 GB or higher 4 GB or higher Network Connection 10 Mbps LAN 100 Mbps LAN Screen Resolution 1024 x x 768 or higher Operating System: Mac OS X Mountain Lion 10.8 or higher Browser Software: Apple Safari 9.1 Required Safari configuration settings: Disable Block pop-up windows setting or configure exceptions for the Qvidian URL. Qvidian Proposal Automation System Requirements 8

12 Salesforce.com Enterprise or unlimited edition Trusted Sites Add the following sites to your browser s Trusted Sites list: To avoid mixed content or domain warnings in the browser you may additionally wish to add: *The Trusted Site for force.com is needed if you are actively using or developing pages using force.com. White List The following addresses must be white-listed on your company's mail server: Support@qvidian.com Qvidian@qvidian.com Community@qvidian.com info@qvidian.com connect@qvidian.com *.mktomail.com Qvidian Proposal Automation System Requirements 9

Qvidian Proposal Automation Global Settings Guide

Qvidian Proposal Automation Global Settings Guide Version 11.07-11/16/2017 Copyright Copyright 2017 Qvidian. All rights reserved. Information in this document is subject to change without notice. The software