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Ipasmaster 3.0 First Time Setup

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Ipasmaster 3.0 First Time Setup IPASMaster 3.0 First Time Setup IPASMaster 3.0 First Time Setup TABLE OF CONTENTS IPASMaster (IPM) Link and Getting Started ........................................................................................................................... 3 Browser Configuration First Use – Internet Explorer ......................................................................................................... 3 Browser Configuration First Use – Chrome/Firefox ........................................................................................................... 5 Browser Configuration First Use – Edge (Windows 10) .................................................................................................. 10 IPASMaster Configuration – First Use ..................................................................................................................................... 11 Creating IPM Desktop Shortcuts, Browser Favorites, Bookmarks ............................................................................... 12 Page 2 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup IPASMaster (IPM) Link and Getting Started The IPASMaster website is https://ipm.cbiz.com/ipasmaster3 To start using IPASMaster, open your browser and proceed to the appropriate First Use configuration section of this document for the browser you are using, Internet Explorer, Chrome/Firefox or Edge (Windows 10 browser). Browser Configuration First Use – Internet Explorer Add IPM production and test websites to your Trusted Sites 1. In Internet Explorer, select Internet Options on the Tools menu (press Alt- T if the menu bar is not displayed in the browser to access the Tools menu) 2. On the Security tab, click on the Trusted Sites zone in the top panel 3. Click the Sites button 4. In the text field at the top, enter https://*.cbiz.com and click the Add button to the right 5. Click the Close button and then click the OK button Page 3 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup After you have done the first steps above, open the browser and enter the link shown on the previous page. You will receive prompts about installing browser plug-ins. Depending on your Windows and browser version, these prompts may either be in a bar at the top of the screen asking about installing or a long rectangular box that appears at the bottom of the screen. You may be asked to install/allow installation a total of up to four times (it depends on Windows security settings - you may get an additional confirmation for each plug-in – reply in the affirmative). Next continue with the section for IPASMaster Configuration – First Use Page 4 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Browser Configuration First Use – Chrome/Firefox Open the browser and enter one of the links on the first page as appropriate. Chrome: Wait for the browser plug-in to be downloaded Chrome: When the download is complete (10 – 15 seconds on high speed connections), in the bottom left, select Open to install Firefox: You will get a prompt about Opening the Plugin. Click Save File Page 5 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Browser Configuration First Use – Chrome/Firefox – Cont’d Firefox: Click the Downloads icon and click on appeonbrowser.exe. When you get the Run file security warning, click Run Page 6 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Chrome and Firefox: If you should get a prompt about allowing the installation of the Appeon Web Server Component, click Yes. Browser Configuration First Use – Chrome/Firefox – Cont’d Chrome and Firefox: You’ll get a prompt to start the installation of the plug-in. Click Install. Page 7 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Chrome and Firefox: When you get the prompt to Install Security Certificate, click Yes. Page 8 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Browser Configuration First Use – Chrome/Firefox – Cont’d Chrome and Firefox: When the installation is finished, click Finish. IPASMaster should then start. If it does not, close all open browser windows, re-open and access IPASMaster again using the link provided. Chrome and Firefox: If you should get a Windows Firewall Message like shown, click Cancel. Next continue with the section for IPASMaster Configuration – First Use Page 9 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Browser Configuration First Use – Edge (Windows 10) Open the browser and enter one of the links on the first page as appropriate. Wait for the browser plug- in to be downloaded and click Run when prompted Reply Yes to pop-up Windows security prompt will be “Allow this app to make changes to this device?” Click Install and then Finish Page 10 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Next continue with the section for IPASMaster Configuration – First Use IPASMaster Configuration – First Use Login to IPASMaster (IPM) using the username and password you were provided. You will be required to immediately reset your password. When you log into IPM the first time, you will need to set your Downloads Directory. This is the folder where forms, reports and exports will be downloaded from the system. You will need to set this to a folder that exists and which you have Windows permissions to create and view files. The Download Directory setting is accessed from the My Profile link on the left of the login page (once you’ve logged in). Clicking the link will bring up your Profile settings. Near the bottom, enter the folder name in the field labeled Download Directory. Be sure to use backslashes (\) and not forward slashes (/). Click the Test Download button on the right to confirm the folder is valid. If it is, you should get a message about a test workbook being downloaded and it will ask if you would like to open it. Respond Yes and check that the workbook has opened and has information in it. Close the workbook and then click the Save button to update the Download Directory. The Profile settings screen is also where you can reset your password. Page 11 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Creating IPM Desktop Shortcuts, Browser Favorites, Bookmarks Important notes about creating IPM desktop shortcuts, browser Favorites (internet Explorer) / Bookmarks (Chrome/Firefox) If you create a shortcut or browser favorite/bookmarks in the usual manner, when there is an update to IPM or the browser plug-in, it will not update your system correctly and the site may not function properly. This is because when you go to the correct link, the browser will update itself and immediately send you to another page that ends in “.htm” making it difficult to save the correct link. Saving that page means you bypass updates. To create a Windows desktop shortcut to access IPM: 1. On your desktop, right-click in a clear area and select New > Shortcut… 2. Enter the text as shown (this is for the IPM 3.0 Production site): 3. Click the Next button and enter an appropriate name for the shortcut like: 4. Click the Finish button. 5. Now double-click the desktop shortcut to test it. If it doesn’t work, close the browser and: a. Right-click on the desktop shortcut and select Properties b. On the Web Document tab, check the URL field and make any corrections if it is not shown as above c. Click OK and then test the shortcut by double-clicking it. Page 12 of 13 Saved: 08/11/2018 11:32:00 AM Author: CBIZ Printed: 08/11/2018 11:32:00 AM IPASMaster 3.0 First Time Setup Important notes about creating IPM desktop shortcuts, browser Favorites (internet Explorer) / Bookmarks (Chrome/Firefox) – Cont-d To create an Internet Explorer favorite to access IPM in the browser (either a Favorites menu item or a Favorites bar item): 1. Go to the IPM site for which you wish to create a favorite 2. Depending on your preference, add it to the Favorites menu (select Add to Favorites… on the Favorites menu) or to the Favorites bar (select Add to Favorites Bar… on the Favorites menu). Provide an appropriate name (e.g., IPASMaster 3.0 Production or IPASMaster 3.0 Test). If you don’t see the Favorites menu, press Alt-A. If your Favorites bar is not displayed, you can have it display by checking the Favorites bar item from the View > Toolbars menu. Press Alt-V to access the View menu if it is not displayed. 3. IMPORTANT: You must edit the Favorites menu or Favorites bar item just added. a. Editing Favorites menu items: i. Right-click on the Favorite you added to the Favorites menu and select Properties ii. On the Web Document tab, change the URL field so that it is the link shown exactly as it appears on page 1 of this document. The field’s text must not have /x32_application.htm or /x64_application.htm appended. iii. Click OK to update b. Editing Favorites bar items: i. Right-click on the Favorites bar item you and select Properties ii. On the Web Document tab, change the URL field so that it is the link shown exactly as it appears on page 1 of this document.
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