Browser Guide for PeopleSoft

Transcription

1 Browser Guide for PeopleSoft Business Process Guide For Academic Support Specialists (Advisors)

2 TABLE OF CONTENTS PURPOSE...2 INTERNET EXPLORER GENERAL TAB...4 SECURITY TAB...6 PRIVACY TAB...10 CONTENT TAB...11 ADVANCED TAB...12 INTERNET EXPLORER MOZILLA FIREFOX...17 CONTENT SECTION...18 PRIVACY TAB...20 SAFARI GUIDE (VER. 4)...22 GOOGLE CHROME...24 Browser Guide for PeopleSoft Page 1 of 27

3 Purpose The purpose of this guide is to optimize the PeopleSoft experience. Users may experience frequent issues when using PeopleSoft. A majority of these issues can be resolved by having the proper browser settings. This guide will provide you with the proper settings to eliminate frequent issues. Note: Make sure you have all critical security patches installed by going to Tools -> Windows Update. All of these following options are under the Tools menu item in Internet Explorer. Browser Guide for PeopleSoft Page 2 of 27

4 Internet Explorer 7 Accessing Browser Options Navigation: Tools -> Internet Options Browser Guide for PeopleSoft Page 3 of 27

5 General Tab Deleting Cache and Cookies On the General Tab, Click the Settings button on the Browsing history section. 1. Click Settings 2. Verify that the option is selected to check for newer versions of stored pages Every time I visit the webpage. Then click OK. Browser Guide for PeopleSoft Page 4 of 27

6 General Tab (cont.) Click Delete 1. Click Delete files Delete Cookies Delete history 2. Check the box displayed and click Yes 3. Click Apply and then click OK Browser Guide for PeopleSoft Page 5 of 27

7 Security Tab Reset the default of each security level by clicking on the Reset all zones to default level button Note: if the button is gray, then your zones are already at the default settings and you don t have to perform this step Browser Guide for PeopleSoft Page 6 of 27

8 Security Tab (cont.) Add Oasis to the Trusted Sites list: Click on the Trusted Sites web content zone (Green checkmark) and click the Sites button. a. In the Add this Web site to the zone field type: b. Click the Add button. c. Repeat steps a. and b. for d. Click the Close button Browser Guide for PeopleSoft Page 7 of 27

9 Security Tab (cont.) Ensure Downloads are enabled: Click on the Trusted Sites web content zone (Green Checkmark). Click the Custom Level button. Scroll down through the list to the Downloads section of the list a. Enable Automatic prompting for file downloads b. Enable File Download c. Enable (or set to Prompt) Font Download Browser Guide for PeopleSoft Page 8 of 27

10 Security Tab (cont.) Ensure JavaScript is enabled: Scroll down to the Scripting Section of the list from the previous step. Enable all three options in the Scripting Section. Click the OK button. Click the next OK button. Browser Guide for PeopleSoft Page 9 of 27

11 Privacy Tab In the Settings section click on the Default button 1 2 a. In the Address of website to allow: field type: b. Click the Add button. c. Repeat steps a. and b. for d. On the Blocking level: select Medium e. Click Close Browser Guide for PeopleSoft Page 10 of 27

12 Content Tab Disable AutoComplete Browser Guide for PeopleSoft Page 11 of 27

13 Verify that all of the boxes are unchecked and click OK. This will prevent PeopleSoft from remembering what you have previously entered in form fields in order to make sure in the information populated is correct. Advanced Tab Browser Guide for PeopleSoft Page 12 of 27

14 2 1 On the Advanced tab. Scroll to the options and uncheck the boxes for: Reuse windows for launching shortcuts Show friendly HTTP error message Click Apply Click OK Once Completed. Close Internet Explorer and restart it, then try the application you were using again. If these steps do not work, try rebooting your machine and trying to access the application again. If none of these steps resolves your issues, see if you are able to succeed using Internet Explorer on another machine. If it is successful, then it is very likely the browser or a browser setting. Even if another machine is successful, please call the Help Desk Browser Guide for PeopleSoft Page 13 of 27

15 Internet Explorer 8 Pop Up Blocker Settings Browser Guide for PeopleSoft Page 14 of 27

16 a. In the Address of website to allow: field type: b. Click the Add button. c. Repeat steps a. and b. for d. On the Blocking level: select Medium e. Click Close Internet Explorer 8 (cont) Browser Guide for PeopleSoft Page 15 of 27

17 Accessing Browser Options Navigation: Tools -> Internet Options *Refer to Internet Explorer 7 documentation Browser Guide for PeopleSoft Page 16 of 27

18 Mozilla Firefox Navigation Tools -> Options Note the Downloads Section on the Main tab so you are aware of the location of downloaded files are placed: Browser Guide for PeopleSoft Page 17 of 27

19 Content section On the Content section, click Exceptions a. In the Address of web site field type: b. Click the Allow button. c. Repeat steps a. and b. for d. Click Close Browser Guide for PeopleSoft Page 18 of 27

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21 Privacy Tab On the Privacy section, click Show Cookies Click Remove All Cookies Browser Guide for PeopleSoft Page 20 of 27

22 Clear Cache Click on the Settings button in the Private Data section Click OK Click the Clear Now button Browser Guide for PeopleSoft Page 21 of 27

23 Safari Guide (ver. 4) Browser Guide for PeopleSoft Page 22 of 27

24 Security Section Browser Guide for PeopleSoft Page 23 of 27

25 Google Chrome Browser Guide for PeopleSoft Page 24 of 27

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