Client Configuration Readme

Configure Internet Explorer
To use Coreworx products, you must configure Internet Explorer with specific options for these
reasons:
 Some components of the PIC Portal are installed as Internet Explorer add-ons, so you must
enable access to install browser add-ons, such as those required for file viewers.
 Some PIC Portal features require pop-up dialog boxes, so Internet Explorer must allow pop-ups
from your web server.
 Viewing some linked content requires that the Always open pop-ups in a new window option to
be enabled.
 Coreworx products run in Internet Explorer compatibility mode only.
Some browser add-on toolbars can interfere with Coreworx functionality. Coreworx
recommends that you uninstall any add-on toolbars from Internet Explorer before using a
Coreworx product.
Configure Internet Explorer options

To configure Internet Explorer 11 for PIC:
1. In Internet Explorer, on the Tools menu, click Internet options.
2. Click the Security tab.
3. Choose the appropriate zone:
o If you are internal to the organization's network, select the Local Intranet zone.
o If you are external to the organization's network, select the Internet zone.
4. Click Custom Level.
5. Confirm these settings under ActiveX controls and plug-ins:
6. Under Miscellaneous, set Display mixed content to Enable. This allows links to external

resources such as RSS feeds and Brava connections to be either http or https.
7. Click OK.
8. Click the Trusted sites zone.
9. Click Sites.
10. Type the URL to the PIC Portal, and then click Add.
11. Click OK.
12. Click the Privacy tab.
13. Confirm that the Turn on Pop-up Blocker option is not selected.
14. Click the General tab.

15. In the Tabs section, click Tabs.
16. Select the Always open pop-ups in a new window option.
17. Click OK.
18. Click OK.
Configure compatibility mode

If your system administrator has created a group policy to force Coreworx products to run in
compatibility mode, you do not need to complete this procedure.
To manually configure Internet Explorer for compatibility mode:

1. In Internet Explorer, on the Tools menu, click Compatibility View Settings.
2. In the Add this website line, enter the <CoreworxUrl>, and then click Add.
Browser add-ons
These Internet Explorer browser add-ons can be successfully downloaded and installed if you
have Administrator access to your computer. If you do not have Administrator access, these
add-ons will install, but they may not function correctly.
Add-ons Provider Description
RxClientView Control Rasterex This add-on supports the Rasterex viewer.

Software The first time you click the view icon for a
a.s. file, the RxView MSI file is downloaded and
installed.
PAWebClientControl.ClientOpen Coreworx This add-on is downloaded the first time

WinProgram Inc. that you view a document profile if you
have the appropriate permissions.
This add-on is included in the Coreworx
ActiveX Installer zip file, which can be
installed via a software distribution
mechanism.
Persits Software XUpload Persits This add-on is downloaded the first time
Software, that you initiate an upload if you have the
Inc. appropriate permissions.
Install browser add-ons

To automatically trigger these add-ons to download, Coreworx Inc. recommends including the
PIC URL in the Local Intranet Zone.
If client computers are not permitted to install ActiveX components, a system administrator must
install these add-ons via a software distribution mechanism before any users can use PIC.
If you have local administration permissions on your computer, when you access certain areas
of the application, such as navigating in DMS Web and opening a document using a file viewer,
the system prompts you to install ActiveX controllers.
If you do not have local administration permissions on your computer, you must install the
required file viewer ActiveX controller using the procedures below.
Alternatively, a system administrator can deploy the file viewer ActiveX to clients using software
distribution tools.
To install browser add-ons via the Coreworx ActiveX installer:

The Coreworx ActiveX installer includes the XUpload and PAWebClientControl browser add-
ons.
1. Login as a local administrator to a user’s desktop.
2. Copy the CoreworxActiveXInstaller file to the desktop and double-click it.
3. On the Welcome to the Coreworx ActiveX Installer Setup Wizard screen, click Next.
4. On the Select Installation Folder screen ensure that the Everyone check box is selected and
then click Next.
5. On the Confirm Installation screen, click Next.
6. If the UAC prompt appears, click Yes.
7. On the Installation Complete screen, click Close.
To install the browser add-ons automatically:

1. Open Internet Explorer and log in to PIC.
2. Go to a DMS page to install the latest PAWebClientControl.ClientOpenWinProgram add-on.
3. Go to a document folder node and upload a file to install the latest Persist Software XUpload
add-on.
To install the Rasterex file viewer:

1. Copy the RxView MSI file to the desktop and double-click it.
2. On the Welcome to the InstallShield Wizard screen, click Next.
3. On the License Agreement screen, click I accept the terms in the license agreement and then
click Next.
4. On the Readme file screen, click Next.
5. On the Customer Information screen, enter the user name and organization, ensure
that Anyone who uses this computer (all users) is selected and then click Next.
6. On the Setup Type screen, with Complete selected, click Next.
7. On the Ready to Install the Program screen, click Install.
8. If the UAC prompt appears, click Yes.
9. On the InstallShield Wizard Completed screen, click Finish.
Uninstall browser add-ons

To uninstall add-ons included in the Coreworx ActiveX Installer:
 For steps to remove the XUpload or PAWebClientControl browser add-ons, go
to https://support.microsoft.com/en-ca/help/17447/windows-internet-explorer-11-manage-add-
ons.
To uninstall the Rasterex browser add-on:

1. In Internet Explorer, on the Tools menu, click Manage add-ons.
2. In the left toolbar, in the Show dropdown, select All add-ons.
3. Under the Rasterex Software a.s section, right-click the RXClientView Control add-on, and then
click More Information.
4. Click Remove all sites, and then click Remove.
5. On the User Account Control dialog box, click Yes.
6. Under the Rasterex Software a.s section, right-click the RXUpdate Control add-on, and then
click More Information.
7. Click Remove all sites, and then click Remove.
8. On the User Account Control dialog box, click Yes.
9. Open the Add Remove Programs Windows tool, and then right-click Rasterex to uninstall it

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Configure Internet Explorer

Configure Internet Explorer options

6. Under Miscellaneous, set Display mixed content to Enable. This allows links to external

14. Click the General tab.

Configure compatibility mode

To manually configure Internet Explorer for compatibility mode:

Add-ons Provider Description

RxClientView Control Rasterex This add-on supports the Rasterex viewer.

PAWebClientControl.ClientOpen Coreworx This add-on is downloaded the first time

Install browser add-ons

To install browser add-ons via the Coreworx ActiveX installer:

To install the browser add-ons automatically:

To install the Rasterex file viewer:

Uninstall browser add-ons

To uninstall the Rasterex browser add-on:

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