CMPRO Video Tutorial: Getting Connected

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Video Transcript: CMPRO Fundamentals – Getting Connected

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Hello, and welcome to CMPRO’s series of training videos. This video is designed to help you learn how to prepare your browser settings so that CMPRO will function optimally during each of your user sessions. We will also discuss signing in and out of CMPRO.

The CMPRO web client utilizes your web browser as its main interface. We will use Internet Explorer version 11 to illustrate how to make the browser settings discussed here. Please consult the Help content of your favorite browser for details on these and other related settings.

Our first order of business will be to adjust our Pop-up Blocker settings.

  • CMPRO relies on pop-up windows to help you complete your tasks, such as printing or selecting items from a list of values (or LOVs).
  • Pop-up settings in IE must be adjusted so that the CMPRO web client will work correctly.
  • Although you can turn off Pop-up Blocker altogether, it is more typical to allow only certain sites to use pop-ups.
  • This process for blocking pop-ups, as well as other procedures explained herein, is similar in other popular browsers. We recommend you consult the browser’s Help files for specific details.

The URL address for the server that CMPRO uses as its web connection will be found in your browser’s URL address bar. This address can be copied and then pasted into your browser’s Allowed Sites, as we will demonstrate.

  • From the CMPRO Sign In screen, click anywhere inside the web address field.
  • Highlight the portion of the address that includes the host name (this usually includes all content up until, but not including, the first single slash mark.
  • Copy the information.
  • Click the Tools menu icon; now click Internet Options.
  • Once the Internet Options Pop-up window displays,
  • Click on the Privacy tab, next …the Pop-up Blocker Settings button.
  • Paste the web address in this field, then click the Add button.
  • Verify that the address has been added correctly as an Allowed Site (notice that the https portion of the address is omitted).
  • Then click the Close button, followed by the OK button.

Next, we will add CMPRO to our Trusted Sites.

When using your web browser, it is also important to include CMPRO’s web server address as a Trusted Site. The URL address for the server that CMPRO uses as its web connection will also be found in your browser’s URL address bar. This address can be copied and then pasted into your browser’s Trusted Sites. Remember to select only the portion of the address that includes only the host name.

  • Again, from the CMPRO Sign In screen, click Internet Explorer’s Tools menu.
  • Now click Internet Options.
  • Select the Security tab.
  • Click the Trusted Sites icon.
  • Next, click the Sites button to open the Trusted sites zone.
  • The web address may be automatically pasted into the field labeled “Add this website to the zone.” If not, manually paste the address; then…
  • Click the Add button to add the website to the zone.
  • The web address is added as a Trusted site.
  • Click the Close button to return to the main Security tab screen.

With the Internet Options menu still open, it is recommended you perform some additional setting adjustments under the Security tab and within the Trusted Sites zone.

Depending on which browser version you are currently using, and whether or not you have customized your settings in the past, your own screen may vary slightly from the one displayed here. Also, consider in some cases, established security guidelines at certain sites will prevent CMPRO users from customizing browser settings on their individual workstations. Check with your CMPRO administrator for further information.

  • The Default level for Security is set at Medium. For CMPRO, this level should be set to Medium High.
  • Next click the Custom level… button.
  • In the Settings window, scroll down to the Downloads section.
  • Ensure that the File Download option is Enabled.

Although not shown here, some versions of IE also have an option under Downloads labeled “Automatic prompting for file downloads.” If this applies to your browser version, make sure this option is Enabled, as well.

  • Now click the OK button to return to the main Security Settings screen.
  • Click the Apply button to finalize your settings.
    There is another security-related setting to make before leaving the Internet Options screen…Click on the Advanced tab.
  • Scroll down to the Security section in the Settings window. Keep scrolling until you reach the SSL and TLS settings.
  • Ensure that the boxes for Use SSL 2.0 and Use SSL 3.0 are unchecked.
  • Select the Use TLS1.0 through Use TLS1.2 as required by your IT Security Administrator.
  • Now click the Apply button, if you made any changes.
  • Click the OK button to exit the screen.

After your administrator sets up your account as a new CMPRO user, they should also provide you with the web address information to access the web client, along with your username and password.

  • Simply click inside the Username field and enter the username that you have been provided;
  • then click or tab to the password field and enter the password provided.
  • Typically, the information entered in the Data Source field will be auto-populated. If not, however, and you do not know what to enter here, contact your administrator.
  • Lastly, click the Agree and Sign In button.

As you can see, we have successfully signed into CMRPO.

  • Our start page, in this case the My Work: Queue screen is displayed.
  • The Sign Out icon is located on the Desktop Navigator Bar on every CMPRO screen.
  • Clicking the icon always brings you out the Sign In screen.
  • This message indicates that we have successfully signed out.
  • If your session expires due to lack of user activity, the next time you revisit your CMPRO application, the Sign In screen will again be displayed. Under those circumstances, this message is visible instead.

CMPRO uses a licensing concept called Concurrent User License, or CUL.

  • This means that, if your site has five licenses, then five users may be signed in to CMPRO at the same time.
  • Two or more users signed in simultaneously are each using a separate license. But, a single user signed in at the same time in multiple sessions is also using a separate license for each session.
  • From a licensing cost standpoint, it is important to remember to exit CMPRO correctly by clicking the Sign Out link.
  • Doing so immediately ends your session, allowing the license that you were using to be utilized by another user.

If you are a government customer who must use a Public Key Infrastructure (PKI) Automation certificate to connect to CMPRO

  • …automating your session sign in using your PKI access card is accomplished by first importing that data into your CMPRO account.
  • This is easily done by accessing your User Preferences screen then scrolling down to the PKI Certificate Settings section.
  • Make sure you have your card reader connected and your card inserted while attempting to do this.
  • Also, ensure the setting Allow Sign In Using PKI Certificate is set to Yes.
  • Once you have successfully imported your PKI data, signing in with your card is as easy as clicking the Agree and Sign In button on the Sign In screen.

One final tip

CMPRO generates all of its reports and other printed output to PDF format

  • …so it’s important to have the most recent version of the free Adobe Reader software installed on your computer.
  • Go to the Adobe website for additional information at…Adobe.com.

More information on fundamentals of using CMPRO can be found in the CMPRO User’s Guide Getting Connected book, which can be accessed by the path shown here.

Thank you for watching.

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