Before you use EBIS for the first time or every time you replace your PC/Laptop please follow the guidance below:

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1 Workers Educational Association ebis Requisitions Set Up Guide Before you use EBIS for the first time or every time you replace your PC/Laptop please follow the guidance below: Content Please ensure your browser meets the following requirements: Internet Explorer version 5.0 or later. o The browser is configured to check for newer versions of stored pages on every visit to the page. (See below) o The browser is configured NOT to re-use the window for launching shortcuts. (See below) o The browser is configured to Notify you when Downloads are complete. (See below) POP UPS FireFox can be used in conjunction with the HTML Forms Set up Outlook to accepts s from ebis@wea.net Make ebis a trusted website My checklist All ebis users should set up their internet explorer as per these instruction if you are using a PC or Laptop outside the WEA-NET domain or not working in a WEA Office. Users on WEA Servers (working in a WEA Office) this should have been configured for you, if not you will have to contact Bluecube to do these actions for you. Please note ebis can also be accessed via the remote desktop. Internet Explorer To configure Internet Explorer, select Tools > Internet Options... (This can also be assessed by the cog in the top right had corner of the screen.) 1 P a g e

2 Action one On the General tab and in the Temporary Internet Files box click the Settings button. Make sure the radio-button labelled "Every visit to the page" is selected. Click OK for this screen 2 P a g e

3 Click OK What does this do? The way that Internet Explorer decides whether to use a cached version of a page or whether to fetch the page directly from the source is complex and gets more complex when the source of the page is a program rather than a physical web page. By ticking the Every Visit to Page IE will check the date/time stamps on All JavaScript files, images and physical web pages and decided whether to use cached versions or not. If the source of the page is a program (as most ebis activities are) it will always run the program. By setting this parameter IE will be making an extra request of the servers to check the date/time stamps. There are content-header tags that applications can use to force pages to ignore the cache and ebis uses these throughout for all its page requests. We also add a random element to the end of many of our requests to further prevent the cache being used. However, experience continues to show that despite these measures the caching algorithms and IE can still intermittently choose to get data from the cache. To guarantee that this will not occur, the Every Visit to Page setting must be applied. Images and JavaScript files and the static web pages used by most web sites will continue to be accessed via their cached versions. The only thing to change will be a quick check of the Date/Time stamps to decide if the cached versions are still current. If Every Visit to Page is selected then IE will check the date/time stamps on all JavaScript files, images and physical web pages and decide whether to use cached versions or not. If the source of the page is a program (as most efinance activities are), it will always run the program. Action 2 On the Advanced tab make sure that the "Re-use windows for launching shortcuts" is NOT TICKED and that "Notify when Downloads Complete" IS TICKED Then click OK again to save all the settings. Within the advanced Internet Explorer settings ensure the notify when download complete option is enabled. This sets the browser to prompt the user once a download is complete, thus enabling the user to open the newly downloaded file without having to search for it. 3 P a g e

4 And It is also very useful to turn OFF the setting above that shows Reuse windows for launching shortcuts. If you fail to do this you may find that clicking on a hyperlink or shortcut will automatically log you out of ebis. All users should be taught not to use the BACK button on their explorer sessions. Click OK By default, when an Internet aware program is accessed and there is already an IE window open the selected web page appears in the open browser window instead of opening a new window. If ebis is running in that window then the user is logged out. This setting prevents the new link from being displayed in the existing IE window by forcing an additional IE browser instance to be opened. This means that the current session is unaffected. Action 3 - Pop Up Blockers If you have a pop up blocker installed such as those available from Norton or Google, it may interfere with ebis. The interference means that you will be unable to download the templates of document-carrying forms such as spreadsheets and various other forms/dialog boxes may not work properly. e.g. the Change Password dialog is not displayed. If you have trouble with certain pop-up windows in ebis check the status bar for messages such as Popup blocked, or a section of the Google toolbar under the normal IE toolbar that shows a star and the count of blocked pop-ups (Clicking the star turns off the blocking). If the blocking mechanism needs to be retained you will need to hold down the CTRL key whenever ebis is likely to launch a new window. Within Internet Explorer ensure all temporary files have been deleted. This should be done on a regular basis. 4 P a g e

5 To configure Internet Explorer, select Tools > Internet Options... PRIVACY Tab The add the live ebis address and click ADD, adjust the BLOCK level and click CLOSE 5 P a g e

6 6 P a g e

7 FireFox In Firefox type the following into the Address bar: About: config The locate the setting browser.cache.check_doc_frequency Double click on this and set the value to 1 Action 4 - Outlook In order to stop your ebis notification s from going to JUNK please do the following the first time you get an from efinance Distribution System as it will most likely go straight to JUNK mail. Locate the form efinance Distribution System and ebis@wea.net Highlight it and right hand click Pick Junk Click on Never Block Sender Click on Never Block from Sender s domain Action 5 - Make ebis a Trusted website In Internet Explorer, click the cog icon then select Internet Options 7 P a g e

8 OR Tools Menu Option then Internet Options In the Internet Options Window do the following 1. click the Security Tab 2. click on the Trusted sites icon 3. click the Sites button 8 P a g e

9 In the Trusted sites Window click the Add button (NOTE as this is a secure site (https) you can leave the checkbox at the bottom of this window ticked) 9 P a g e

10 Your will need to make the ebis Live site trusted and the https address is as shown below: (ebis test is shown in this example) Then click the Close button 10 P a g e

11 Finally click OK Checklist Tick Action required Open Internet Explorer and get to the ebis Live System log in screen don t log on just yet Configure Internet Explorer, select Tools > Internet Options General TAB Action one Configure Internet Explorer, select Tools > Internet Options Advanced TAB Action two Configure Internet Explorer, select Tools > Internet Options Privacy TAB Action three Configure Internet Explorer, select Tools > Internet Options Security TAB Action five Log into ebis Your Regional Accountant will issue you with a User Name and password (User name is usually 1 st 2 digits of forename and 1 st 2 digits of surname (or 1 st and 3 rd )) From the menu bar on the left open User Settings and check name, phone number and address make any changes and press SAVE in the ACTION BAR Sett up at least 2 delegates approvers must set up an approver as a delegate (check with Regional Accountant if unsure) Print a copy of the Super User Names found in ebis User Guides / menu bar on left Check that your first is delivered correctly, if not find it in JUNK Action four END OF NOTE 11 P a g e

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