IQ Center Manual. Installation & Administration

Transcription

1 IQ Center Manual Installation & Administration

2 ii P a g e 2011 CCI Learning Solutions Inc.

3 Table of Contents Table of Contents... iii Overview... 1 System Requirements... 1 Steps to update to a "Complete" Office configuration:... 3 Understanding the iqsystem Roles... 7 Becoming a Test Candidate... 8 Becoming a Proctor Becoming an Organization Member Being an Organization Administrator Installing the iqsystem Installing the Certiport Console Using the Certiport Console Running a Configuration Exam Using the Dashboard MyCertiport Reports Org Profile Exam Groups Registering Students into Exam Groups Using the Teacher Role Running Reports Using the iqsystem Exams Configuring Outlook Configuring Outlook Running an Online Exam Summary Install Certiport Online Exam Icon and Browser Lockdown 2 onto Desktop of System: Install Browser Lockdown Adding Certiport as a Trusted Site Configuring your Machine For PC Computer Systems: Contact Information Client Care Technical Support... 39

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5 Overview Thank you for becoming an iqsystem center to deliver exams for Microsoft Office Specialist. This Guide outlines the installation and administration of the iqsystem. System Requirements Before you can install the iqsystem software on a workstation, ensure the workstation meets the following requirements: "Complete" Office installation. A "Complete" installation of Office Professional is necessary for MOS testing. If "Complete" was not selected at installation, go to Control Panel/Add or Remove Programs. Click on Office and select "Change". Choose "Add or remove features" and continue. If any boxes are grey you do not have a complete install and must select "Run all from my computer" then update. Administrative Rights. Certiport Console is a front-end to Certiport's iqsystem exam delivery system. Using Certiport Console allows iqsystem to run in a standard user Windows account. This includes all functionality of iqsystem test candidates taking exams, administrators using iqsystem tools, and performing software updates for iqsystem and the exams. RAM. Centers that are running any exams except Office 2007 and 2010 only need 512 MB of RAM, but centers that want to test Office 2007 and Office 2007 applications need to have 1 gig. Correct OS with correct SP level. Centers must use the professional version of the Operating System. We do not work with home or other versions. You should also check the service pack level and ensure you are up to date. Windows XP needs to be at service pack 3. The Operating System, Office suite and iqsystem version MUST be the same language. Correct Office Versions. Centers must have the Professional or Business version of Office suite if running the MOS exams. We support Office Office 2003 should have service pack 4 and office 2007 needs to have service pack 3. My Documents folder. Must be setup to run locally from C: drive My Pictures folder. Must be setup to run locally from C: drive Internet Connection Minimum requirement. Centers must be able to maintain at least 256 kbps connectivity to each machine during testing. Firewall/Proxy. We recommend that centers do not go through a firewall or proxy, but if one is required, please refer to the following list of critical items that must be considered when configuring a proxy server or firewall: The domain certiport.com needs to be accessible. The following IP addresses certprep.certiport.com iqc.certiport.com info.certiport.com 2011 CCI Learning Solutions Inc. P a g e 1

6 Digital Literacy MySpeed Certiport Terminal Server Certiport Terminal Server Certiport FTP Certiport FTP All need to have full access through ports 80 (HTTP) and 443 (HTTPS) and need access through port 21 TCP HTTP redirects needs to be permitted (these are all completed within the certiport.com domain). BrowserLockdown2.exe is started by the ActiveX control when Lockdown is engaged at the beginning of an exam. If the Testing Center's security software (firewall, antivirus, antispyware, etc.) is not configured to allow this program the same rights as Internet Explorer to access the internet, you may experience: A white screen when the exam attempts to start. The tutorial loads and works but some or all of the exam content does not load Questions start loading but never complete Note: If the internet is accessed through an authenticating proxy server and the system is not configured to automatically pass credentials to it, you will experience the symptoms listed above. Security configurations should be changed so that full access to the internet is given to BrowserLockdown2.exe usually by the IT department or personnel due to access rights. Pop-up blockers. Pop-up blockers and phish filtering should be turned off. Also we request no Internet Explorer toolbars be installed, because they have built-in blockers. Some of these toolbars include Google and Yahoo toolbars. Please remove them if they are currently installed. Adobe. Centers need to install adobe flash in order to run the iqsystem and online exams. Restoring Software. Certain software is built to restore the PC to its original state upon rebooting, such as Deep Freeze. If you are using such software, it must be disabled before testing. Our systems use tracking so that in case a exam crashes, a reboot can be performed and candidates start from where they left off. If this type of software is installed, it will remove all tracking. Outlook Accounts. You cannot have any.pst folder configured on the tests machines if you plan to test the Outlook exams. You must use a default setup with no server support. This means no other outlook personal files setup. Other testing software. iqsystem uses concurrent technology and uses paths inside your machine to run. Other testing software has been found to change our paths or corrupt it. If Certiport is on a machine, we would suggest limiting the amount of other software installed to that machine. This will ensure the best test results. Local settings. Centers should ensure that the clock and time setting for their area are correctly set on each PC. 2 P a g e 2011 CCI Learning Solutions Inc.

7 .Net 3.5 installed. Machines must have.net 3.5 to run the iqsystem exams. Browser Lockdown Configuration (Certiport Online Exams) A quick installation of Certiport Browser Lockdown 2 is required for all Certiport Online Exams. If this has not been installed prior to launching an exam, you will be prompted to do so. An ActiveX bar will appear at the top of your screen on the Proctor Authorization page. Click on the ActiveX bar and select Install. For more information, click here. iqsystem uses concurrent technology which uses hard-coded paths and the registry inside the machine to run. We recommend iqsystem be installed on a machine with as few other software applications installed as possible. 2 P a g e 2011 CCI Learning Solutions Inc.

8 Steps to update to a "Complete" Office configuration: 1. Start Control Panel. 2. Select Uninstall a program (with XP, select Add/Remove Programs). 3. Select Microsoft Office and click Change as shown here: 2011 CCI Learning Solutions Inc. P a g e 3

9 Once the process begins, within moments you will see the screen on the following: 4. Ensure Add or remove Features is selected and then click Continue. 4 P a g e 2011 CCI Learning Solutions Inc.

10 5. If there are any greyed out boxes as shown below, it indicates you do not have a Complete install and must update. Proceed to step CCI Learning Solutions Inc. P a g e 5

11 6. Click on the drop down arrow for Microsoft Office and click Run all from My Computer. Then click Continue. The system will now update and request a reboot to finish. When your system restarts, you will have a complete Office installation. 6 P a g e 2011 CCI Learning Solutions Inc.

12 Understanding the iqsystem Roles There is a hierarchy of roles and access rights that one can have with the iqsystem, starting with the Test Candidate and going up to the Organization Administration. This is shown in the following where each of the higher circles can set up roles within their own circle. For instance, an Organization Member can set up someone to have the role of Proctor as well as a test candidate; however, someone with the Teacher role can only set someone up to be a test candidate. Organization Administrator Organization Member Proctor Teacher Test Candidate Depending on which role you hold, when you log into the Web site, these will be added to a list where you can select the appropriate role: 2011 CCI Learning Solutions Inc. P a g e 7

13 Becoming a Test Candidate You must register on Certiport s site before you can take a Microsoft Office Specialist or Microsoft Technology Associate exam. 1. Navigate to and then click Register. 2. Enter the fields as shown on the screen and then click Next. 3. Fill in the fields as marked (those with * are mandatory) and then click Next. 8 P a g e 2011 CCI Learning Solutions Inc.

14 4. Continue to fill in the fields as noted and then click Next. 5. Select the appropriate choices for the test candidate and then click Submit CCI Learning Solutions Inc. P a g e 9

15 Becoming a Proctor A Proctor is: Responsible for ensuring the integrity and credibility of Microsoft s certification exams Adheres to rules and policies to ensure a fair and secure testing environment Ensures adequate equipment for each test candidate Ensures the latest iqsystem software is installed and working To set up an individual requesting Proctor status: 1. The individual needs to log into the Certiport Web site and select Proctor as the role. If the person who registered as a test candidate may also become a proctor in future, at the last screen welcoming them to the Certiport site, you can select Register to become a proctor and you will go through the same process as follows. 2. Click View Proctor Agreement to view and read the agreement before proceeding. 10 P a g e 2011 CCI Learning Solutions Inc.

16 3. After reading the agreement, click Accept at the top. 4. Click Next to continue. 5. Click Finish. Becoming an Organization Member An Organization Member can view the same items as an Organization Administrator; however, this person cannot make any purchases or add anyone else into any role. This role is perfect for someone who wants to be able to view the information but may not need to do anything other than launch an exam for a Test Candidate. An example would be a Director who is not involved in the training but wants to see the number of candidates and success rate. Being an Organization Administrator The Organization Administrator has full rights and access to all features, in a similar manner to a network administrator. They can control and organize how the exams are distributed as well as ensure the database of information for your organization maintains its integrity. This portion of is called the Dashboard. (See Using the Dashboard) You, as the client, determine who will be the Administrator. In most cases you may assign only one person to this role but there may be two or more people you may want to include in this list. Once you determine who should handle this role, please send the name to your CCI Account Manager or Client Care so we set the roles up just before or after the webinar training CCI Learning Solutions Inc. P a g e 11

17 Installing the iqsystem You must have Administrative rights to the workstation where the iqsystem Exam Delivery system will be installed. 1. Go to and log in with your administrator id. If necessary, change the role to Organization Administrator. 2. Click the Training & Tools tab and then click Install. 3. Click Download iqsystem. 12 P a g e 2011 CCI Learning Solutions Inc.

18 4. Select English Version 7.0 (or appropriate language), click Run, and when the file has downloaded, click Run once more to begin the installation. 5. Click Next to begin the installation. 6. Click Install CCI Learning Solutions Inc. P a g e 13

19 7. Click Finish. 8. Click Yes to restart the computer. Installing the Certiport Console After installing the iqsystem software, you now need to install the Console to administer and manage the iqsystem faster and easier. Before running this program, make sure any Office programs are shut down appropriately. 1. Return to the site and log in with the Organization Administrator ID. 2. Click the Training & Tools tab and then click Install. 3. Click the Download iq System button 4. Scroll down the page until below the instructions on how to install the iqsystem: 14 P a g e 2011 CCI Learning Solutions Inc.

20 4. Click the Click here link to begin the process to set up the Certiport Console. The next few steps will take you through the process for a PC with Windows 7 installed; if you are using a different version of Windows, please follow the steps provided on the Web site. 5. Click Start, Control Panel, and then Administrative Tools CCI Learning Solutions Inc. P a g e 15

21 6. Double-click Computer Manager to start this tool. 7. Drill down the Local Users and Groups tool in the first panel and then click Users. 16 P a g e 2011 CCI Learning Solutions Inc.

22 8. In the middle panel, right-click Administrator and then click Set Password. 9. Click Proceed. 10. Enter the new password for this account, and enter it once more to confirm the new password. Click OK when done CCI Learning Solutions Inc. P a g e 17

23 11. In the Computer Management window, right-click Administrator and click Properties. 12. Click Account is disabled to turn this option off so you have administrative rights on this PC. Then click OK. 13. Return to the web site for the Certiport Console page and in Step 2, click the CLICK HERE link. 18 P a g e 2011 CCI Learning Solutions Inc.

24 14. Click Next. 15. Click Next. 16. Click Next CCI Learning Solutions Inc. P a g e 19

25 17. Click Close. 18. Click Yes to restart the computer. Once the system reboots, there will now be a new icon on your desktop that you can use to: Check exam inventory Configure exams Set up new users Manage iqsystem program Take exam Student login 20 P a g e 2011 CCI Learning Solutions Inc.

26 Using the Certiport Console 1. Log into the Certiport Console using the same password as if logging onto the Certiport portal. 2. Click System Admin to set up the new administrative account. 3. Enter the username and password. Then click OK CCI Learning Solutions Inc. P a g e 21

27 4. Log in using the Administrative login ID and password set up previously. Check Available Licenses Check Available Inventory Manage System Software Run Configuration Exam Upload Exam Result File Configure Proxy Server Offline Exam Configuration Check how many or which licenses are available for your testing center, as well as the expiry date for each license. Check the amount of inventory left, and when these will expire. Check for any updates to the iqsystem software. Run a test exam on the computer to ensure it meets the hardware requirements. In the case where the exam result file did not load properly after the exam was completed, you can upload that file to print it from here. If you are running a proxy server at your location, use this to check that the iqsystem is compatible on that server. Use this option in an environment where students will not have 22 P a g e 2011 CCI Learning Solutions Inc.

28 access to the Internet, e.g., corrections facilities. Running a Configuration Exam Choose this option when you want to test that the computer where the exam will be taken meets the hardware and software requirements. Performing this exam test does not affect your inventory. 1. In the iqsystem Administration Tools screen, click Run Configuration Exam. 2. Click OK. 3. Select an exam and then click Continue. 4. Follow the prompts and click Next to proceed to the first question in the sample exam. The test exam provides three questions from the real exam to check if there are any potential problems with running exams on this computer CCI Learning Solutions Inc. P a g e 23

29 Using the Dashboard The Dashboard is the main method where you can access items for your organization, as well as items dealing with the iqsystem. Navigate to and log into the system using your administrator id. If necessary, change the role to Organization Administrator. MyCertiport Click the My Certiport tab to display the options: Exam Inventory Vouchers Licenses Activation Codes Contacts Marketing Resources Library Lists current inventory on remaining number of exams, the exam types, and the expiry date for each exam voucher or license. Displays list of all vouchers purchased by your organization. To purchase more vouchers, please contact CCI Client Care. Displays list of any licenses your organization has such as pre-assessment tools. Displays list of activation codes provided for any licenses your organization has purchased. Add, edit, or delete information for key personnel at your organization. Promotion or marketing resources you can obtain from Certiport. Reports Click the Reports tab to see a list of report types you can select: Exam Result Reprint Print Certificates Print the results of an exam again for a student. Print a copy of the certification for a particular exam. 24 P a g e 2011 CCI Learning Solutions Inc.

30 Org Profile Associations Proctor Groups Add or associate people who are the main contacts in your organization. Create groups to organize people who have been designated proctor roles. This screen will confirm details for your organization, as well as set up the teacher you may want to associate with any exam groups. 1. On the Org Profile tab, click Associations. This is a list of everyone in your organization who has been assigned a particular role. Notice how these names have the Teacher role assigned to them. 2. If necessary, click the Teacher box for the person who will be the teacher for the group. Anyone associated with your organization and has been designated the Teacher role will appear in the list for selection. Exam Groups This option displays a list of any exam groups that may have been set up for your organization by anyone who has these access rights. To add an exam group: 1. Click Exam Groups 2011 CCI Learning Solutions Inc. P a g e 25

31 2. At the bottom of the page, click Add Exam Group. 3. Enter the information for the new group. Assign yourself as teacher so you can view the reports using the Teacher option; alternatively, click the arrow to select the name. 26 P a g e 2011 CCI Learning Solutions Inc.

32 You can assign an exam so this group will only track 1 type of exam, or leave it set to ANY and your exam group can track all results for any practice or certification exam. 4. Click Update when all information is set up. Once the group has been created, an Exam Group ID is provided for you. This is the number you will use when students register to take an exam. 5. Click Done to return to the main screen for Exam Groups. Registering Students into Exam Groups Once exam groups have been set up, the Test Candidate can log into their account when they are ready to take an exam and associate their exam with your group. 1. Navigate to and log into the system with your username and password. 2. Ensure you are using the Test Candidate role CCI Learning Solutions Inc. P a g e 27

33 If you have taken any tests previously, they are displayed in the list as shown above. 3. To associate yourself with an Exam Group ID, scroll near the bottom of the page and enter the group ID as given to you. Then click Register Me. If the exam group is shown in the list below as seen here, you do not need to register for that group. Using the Teacher Role When launching the exam or practice test, under Exam Groups, click YES and then click the drop down box to select your group. All results will then be tracked in your exam group and you can view these results using the TEACHER option. 28 P a g e 2011 CCI Learning Solutions Inc.

34 Running Reports Once people have registered with the Exam Group ID and begun writing practice or the official certification exams, you can create reports to track the status of the group. 1. Point at the Exam Groups tab and then click Exam Group Results. 2. Click the boxes for those reports you want. Then click Show Selected Reports. All reports can be exported or printed CCI Learning Solutions Inc. P a g e 29

35 Using the iqsystem Exams When you are ready to take the exam, you can launch it using the desktop icon created when you installed the iqsystem. 1. On the desktop, click the Certiport Console icon and then click iqsystem Exams. 2. Enter your Username and Password as noted. 3. Click the arrow for Program Type and select the certification. The version for Microsoft Office Specialist correlates to the version installed on your computer. 4. Click Microsoft Office Specialist and then click Login. 5. Click Yes to display the agreement. 30 P a g e 2011 CCI Learning Solutions Inc.

36 6. Read the agreement and then click Yes, I accept. 7. Close the browser window and click Login once more CCI Learning Solutions Inc. P a g e 31

37 As noted in step 3, the number of exams corresponds to the version of Office installed on the computer. 8. Click the exam you want to take. 9. If the voucher has been assigned to you previously, click Yes and then click the arrow for Assigned vouchers to select that voucher number from the list. If you have a site license, you can bypass this step. 10. In the Exam Groups area, click Yes and then click the arrow for Registered Exam Groups to select the exam group. You will now need the Proctor to enter his/her information and validate you as a Test Candidate. 11. Once the Proctor has completed the validation, click Start Exam to begin writing the exam. 32 P a g e 2011 CCI Learning Solutions Inc.

38 Configuring Outlook Click Next, select No then click Next CCI Learning Solutions Inc. P a g e 33

39 2. Check Continue with no support. Then click Finish Configuring Outlook P a g e 2011 CCI Learning Solutions Inc.

40 1. Click Next. 2. Select No and then click Next. 3. Check Continue with no support. Then click Finish 2011 CCI Learning Solutions Inc. P a g e 35

41 Running an Online Exam Summary This Knowledge Base article contains the proper steps for preparing and installing the online exam engine and browser lockdown. All Certiport online exams are delivered online using an LMS as the backbone of the driver. *Browser Lockdown is the security measure that wraps itself around the exam and prevents the test taker from navigating online or into folders/files within the local machine. Install Certiport Online Exam Icon and Browser Lockdown 2 onto Desktop of System: If you are a new testing center or starting to deliver Online Certification Exams you will need to install the Certiport Online Exam icon onto the desktop of each machine you will use to deliver exams. 1. From the Certiport home page ( log in using your Certiport user name and password. 2. Select the Organization Administrator role. 3. Click Training and Tools tab. 4. Click Install. 5. Within the Certiport Online Exams box (bottom of Downloading and Installing Software page),click the Create Shortcut to Launch Online Exams button and follow the directions to install. Install Browser Lockdown 2 Full Administrative rights are required for this installation. Windows XP systems must have.net 2.0 or 3.0 or From the Certiport home page, log in using your Certiport user name and password 2. Select the Organization Administrator role. 3. Click Training & Tools tab. 4. Click Install. 5. Within the Certiport Online Exams box (bottom of the page), click the Install Browser Lockdown button. 6. Follow the Install Browser Lockdown directions listed by first downloading and Installing Certiport Browser Lockdown 2, and then after the Browser Lockdown is installed, follow the prompts to Add Certiport as a Trusted Site. a. When installing, SAVE the SetupWebBrowserLockdown.exe file to the desktop; then run this file from the desktop. 36 P a g e 2011 CCI Learning Solutions Inc.

42 Adding Certiport as a Trusted Site 1. Open Internet Explorer. Click Tools and then click Internet Options. 2. Select the Security tab. 3. Select the green checkmark for Trusted Sites. 4. Click Sites. 5. Uncheck the Require server verification ( for all sites in this zone. 6. In the Add this website to the zone field, type: *.certiport.com and click Add. Configuring your Machine For PC Computer Systems: 1. Exam install of Certiport Online exam and browser lockdown needs to be done locally on each machine. 2. Firewall/Proxy. We recommend that centers do not go through a firewall or proxy, but if one is required, please refer to the following list of critical items that must be considered when configuring a proxy server or firewall: a. The domain Certiport.com needs to be accessible b. The following IP addresses need to be added as trusted sites: i ii. iii. iv certprep.certiport.com iqc.certiport.com info.certiport.com v Digital Literacy vi. vii. viii. ix MySpeed Certiport Terminal Server Certiport Terminal Server Certiport FTP x Certiport FTP 2011 CCI Learning Solutions Inc. P a g e 37

43 c. These addresses need to have full access through ports 80 (HTTPS) and 21 (TCP) d. HTTP redirects need to be permitted. (These are all completed within the Certiport.com domain.) e. Please DO NOT block soap HTTP traffic 3. Check that you are using Internet Explorer 8, or 9 4. Check that.net Framework 2.0 is installed. If it is not installed please install by visiting and navigating to.net Framework. 5. Ensure that you have a minimum of 200 KBPS per machine bandwidth for online testing. Test your system bandwidth speed at: 6. The current version of Adobe Flash player MUST be installed by visiting: a. *Do not include Google Toolbar as part of your download 7. Check that popup blockers are turned off. If Google toolbars or Yahoo toolbars are installed, turn off pop-up blockers associated with Google or Yahoo or uninstall these toolbars completely. a. Within I.E. turn off pop-up blockers by selecting Tools/Pop-up Blockers/Set to: Turn On Pop- Up Blockers. 8. To increase bandwidth speed and efficiency: a. Increase disk space allocated for temporary internet storage allotment. In I.E. select: i. Control Panel/Internet Options/General/Browsing history/settings change Disk Space to use (8-1024MB) to 512 or b. Delete Cookies: i. Control Panel/Internet Options/General/Browsing history/settings/view files select all of the files listed and delete them. c. Delete Temporary Internet Files: i. Control Panel/Internet Options/General/Browsing history/settings/view objects delete all downloaded program files listed d. Delete Temporary Internet History: i. Control Panel/Internet Options/General/Browsing history/delete /Check all boxes except the Passwords box (leave this unchecked)/delete 38 P a g e 2011 CCI Learning Solutions Inc.

44 Contact Information For more information about CCI and our products and services, please contact CCI Learning Solutions at Client Care Phone: (select option #1) Technical Support Phone: (select option #4) If you have any questions at all, please contact us at ext We look forward to working with you! 2011 CCI Learning Solutions Inc. P a g e 39