procon contractor portal user guide - santos · procon contractor portal user guide ... 2.2....

ProCon Contractor Portal User Guide Guide for Santos Contractors using the ProCon Portal

Supply Chain Excellence Last Update: 7/05/2018 10:12 AM

Contents 1. Getting Started With the ProCon Contractor Portal ................................................................................................. 3

1.1. System Compatibility ........................................................................................................................................ 3

1.2. Getting Support ................................................................................................................................................. 3

1.3. Logging In .......................................................................................................................................................... 3

1.4. Forgotten Password .......................................................................................................................................... 4

1.5. Internet Explorer AutoComplete Passwords Feature ....................................................................................... 5

1.6. To disable the AutoComplete Passwords feature in Internet Explorer ............................................................ 5

1.7. ProCon Remember Me feature ......................................................................................................................... 6

1.8. Incorrect User Name or Password .................................................................................................................... 6

1.9. Account Disabled .............................................................................................................................................. 6

1.10. Changing Your Password ............................................................................................................................... 6

1.11. Logging Out ................................................................................................................................................... 7

1.12. Editing User Preferences ............................................................................................................................... 7

2. Company ................................................................................................................................................................... 8

2.1. Company Details ............................................................................................................................................... 8

2.2. Contacts ............................................................................................................................................................ 8

2.3. Documents and Product Codes ......................................................................................................................... 8

3. Overview ................................................................................................................................................................... 9

4. Tenders ................................................................................................................................................................... 10

4.1. Viewing Tenders .............................................................................................................................................. 10

4.2. Tender Contacts .............................................................................................................................................. 11

4.3. Acknowledging or Declining Tender (Despatches) ......................................................................................... 11

4.4. Submitting a Response to a Tender (Despatch) .............................................................................................. 12

4.5. Retracting a Response (Despatch) .................................................................................................................. 12

4.6. Viewing Tender Messages............................................................................................................................... 13

4.7. Sending Tender Messages............................................................................................................................... 13

4.8. Viewing Sent or Received Messages ............................................................................................................... 13

4.9. Replying to Messages ...................................................................................................................................... 14

4.10. Viewing Related Messages .......................................................................................................................... 14

5. Contracts ................................................................................................................................................................. 15

5.1. Viewing Contract Homepage .......................................................................................................................... 15

5.2. Viewing Contract Risk Covers.......................................................................................................................... 15

5.3. Contract Document Library ............................................................................................................................. 16

5.4. Adding Contract Files ...................................................................................................................................... 16

5.5. Searching Contract Files .................................................................................................................................. 17

ProCon Contractor User Guide “Uncontrolled when printed” 1

5.6. Replacing Contract Files .................................................................................................................................. 17

5.7. Renaming Contract Files ................................................................................................................................. 18

5.8. Deleting Contract Files .................................................................................................................................... 18

5.9. Contract Communications .............................................................................................................................. 19

5.10. Viewing the Communications Register ....................................................................................................... 19

5.11. Creating Communications ........................................................................................................................... 19

5.12. Viewing Stories ............................................................................................................................................ 21

5.13. Communication Revisions ........................................................................................................................... 22

5.14. Creating Communication Revisions ............................................................................................................ 22

5.15. Viewing a Communication's Attachments .................................................................................................. 22

5.16. Editing Communication Attachments ......................................................................................................... 22

5.17. Deleting Communication Attachments ....................................................................................................... 23

6. Troubleshooting ...................................................................................................................................................... 24

6.1. Verify what Computer System you are using.................................................................................................. 24

6.2. Verify what Internet Web Browser you are using .......................................................................................... 24

6.3. Internet Web Browser Options ....................................................................................................................... 24

6.4. 8over8 Document Control .............................................................................................................................. 28

6.5. Installing 8over8 Document Control ............................................................................................................... 28

6.6. File Download Problems ................................................................................................................................. 28

6.7. File Editing Problems ....................................................................................................................................... 31


1. Getting Started With the ProCon Contractor Portal

1.1. System Compatibility ProCon is only compatible on Microsoft Windows computer systems. If you have a Mac you will not be able to use all of the functionality of ProCon and it is recommended you email your relevant Santos Contract Analyst to advise them of this.

ProCon also only displays correctly on Internet Explorer 11, or the latest version of Google Chrome. One of these browsers must be used when using the ProCon Contractor Portal.

1.2. Getting Support 1. Click the Support link.

2. The Support page is displayed listing ProCon support contact information.

1.3. Logging In To log onto to the Contractor Portal, you must have received a successful registration confirmation via email from Santos Ltd.

1. Enter your username in the User Name field. 2. Enter your password in the Password field. 3. Click Sign In.


Note: Your ProCon password is case-sensitive.

Warning: Your ProCon account will be disabled for 30mins after three unsuccessful login attempts. Follow to ‘Forgotten Password’ instructions below if you have forgotten your password.

1.4. Forgotten Password 1. Enter your Username. 2. Click the Forgotten Password? Link.

Note: If you have forgotten both your username and password, leave both fields blank and click the link.

3. Enter your email address in the Email field. 4. Click Submit. 5. Your username/password will be sent to you via email.

Tip: Select the Remember Me check box. ProCon will remember your password the next time you log in.


1.5. Internet Explorer AutoComplete Passwords Feature

If you choose to allow Internet Explorer to remember your password, Internet Explorer automatically populates the Password field.

Note: If your password has been changed then you must delete the existing password populated automatically and enter the new one.

1.6. To disable the AutoComplete Passwords feature in Internet Explorer 1. On the Internet Explorer toolbar, click Tools (cog icon), then Internet Options.

2. Click the Content tab.

3. In the AutoComplete section, click Settings.

4. Ensure the Ask me before saving passwords check box is unchecked then click OK.


1.7. ProCon Remember Me feature If you check Remember Me before you click the Login button, a cookie is created in your Temporary Internet File containing an encrypted version of your ProCon username and password. When you access the ProCon website subsequently you will be logged directly into ProCon without being prompted for your username and password. To reverse this change you must delete the cookie that was added to your Temporary Internet Files. The cookie will be named ProCon.

1.8. Incorrect User Name or Password If you enter an incorrect password you will receive the following error:

Sorry but the user name and password provided are invalid. Please try again.

If you have forgotten your password click the Forgotten Password? link on the login page. ProCon will email your forgotten credentials to the email address registered with ProCon.

1.9. Account Disabled If your account has been disabled the following error message is displayed:

Sorry, you have been denied access. Please contact your ProCon administrator.

Your account can be disabled through the following:

• A user attempting to log in with an incorrect password more than three times. Your account will be disabled for 30 mins before you can try to login again. If you have forgotten your username or password select the Forgotten Password? link on the login page.

• If your account has been manually disabled please contact Supply Chain Excellence to regain access.

1.10. Changing Your Password ProCon passwords expire after 90 days. ProCon prompts you to change your password if it is due to expire.

1. Log onto ProCon. 2. If you password is due to expire the Change Password page is displayed. Your user name is displayed in

the Username field. 3. Enter your current password in the Current password field. 4. Enter your new password in the New password field.

Note: Passwords must contain between eight and fifty characters. These characters must include at least one uppercase character, one lowercase character and one digit. As a defence against hackers and phishing attacks, your first, last or user name cannot be part of your password. In addition, your last ten passwords cannot be reused.

5. Re-enter your new password in the Confirm new password field. 6. Click Save.


mailto:[email protected]

1.11. Logging Out

1. Click the icon in the top-right of the page to open the User menu. 2. Click Log Off. 3. Click OK.

1.12. Editing User Preferences You can change your document control and preference settings in ProCon.

1. Click the icon in the top-right of the page to open the User menu. 2. Click Change User Preferences. 3. Edit the information as required in the relevant fields:

Field Description Applet Control • Select Applet if you want ProCon to support file compression and

multi-file upload functionality. • Select Manual if file compression and multi-file upload

functionality is not required. Allow ActiveX Control Support Select Yes to use the ProCon ActiveX control, so you can, for example, edit

files online, and drag and drop or copy and paste files directly into ProCon Preferred Page Size The maximum number of items to be displayed per page (where

applicable, e.g. in tables). Preferred Language Your preferred language. Preferred Format Your preferred language format (for dates, numbers, etc.).

4. Click Save.


2. Company The Company menu allows you to view your company details on the Contractor database. These details have been populated by Santos. To make changes to your Company details please email your Santos Contract Analyst.

2.1. Company Details To view general details of your company:

1. Click the icon in the top-right of the page to open the User menu. 2. Click Company Details.

2.2. Contacts Contractor Contacts are managed via Santos. If you need to add/edit/delete a Contact please email your Santos Contract Analyst.

To view contact details:

1. Click the icon in the top-right of the page to open the User menu. 2. Click Contact Details.

2.3. Documents and Product Codes Santos is not utilising these features of the Contractor Portal so there is no need to add Contractor documents or Product Codes.


3. Overview The Overview page is your default homepage.

If you have any active open Tenders in which you have been invited to participate in and have yet to respond to, they will be displayed in the ‘Current Active Tenders’ section.

Santos is not using ‘Qualification’ or ‘Prequalification Tasks’ so these will always be empty.


4. Tenders The Tenders page allows you to view tenders, view tender tasks and respond to tender despatches.

4.1. Viewing Tenders 1. Click Tenders on the Main Menu.

2. In the Current Tenders section, click the tender you want to view.

Note: This will display ALL tenders you have been issued, including those that have closed. To view ‘Active Tenders’ that you have yet to respond to go to the Overview Tab.

3. The Tender Details page is displayed.

The Tender Details page contains the following sections:

• Tender - the tender name, reference and description. • New Alerts - unread and dismissed alerts associated with the tender. • Your New Messages - unread messages associated with the tender.


• History - interactions with the Company with regard to the tender. • Contacts - contact information for users assigned to the tender.

4.2. Tender Contacts From the Tender Details page you can view contacts associated with a tender. If you want to add another Contractor user to the tender please contact your Santos Contract Analyst.

1. Click Tenders on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. Click the arrow con to expand the Contacts section.

4.3. Acknowledging or Declining Tender (Despatches) A tender despatch is a package of information sent by Santos. The despatch package contains the particulars of the work involved. Through the despatch you are asked to acknowledge or decline to participate, and then submit your bid for the tender (if participating).

Tenders you have yet to respond to that are still open will be displayed on the Overview page. Once you have responded, or the Tender is closed they will displayed in the Tenders page.

1. Click Overview on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. In the Outstanding Task section Click View Details.

The Details page is displayed. Here you can view the details of the tender and download the tender document to view.

4. Click either Acknowledge and Submit or Acknowledge and Decline.

5. Enter a comment in the Comments field. 6. Click Send.


4.4. Submitting a Response to a Tender (Despatch)

1. Click Overview on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. Click View Details.

The Details page is displayed. Here you can view the details of the tender and download the tender document to view.

4. Click Ready to proceed now.

Note: If you want to submit a response later or decline click Proceed at a later date or Decline as required.

5. If you want to add any documents click Yes and follow the prompts otherwise click No, proceed with next step.

6. Enter any additional comments in the Comments field. 7. Click Submit.

Tip: If you want to save your application for later submission click Save at this point.

8. Click OK.

4.5. Retracting a Response (Despatch) Note: Response retractions can only be made before the Final Submission Date.

1. Click Tenders on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. Click View Details. 4. Click the arrow icon in the History section to expand it. 5. Click Retract for the response you want to retract.


4.6. Viewing Tender Messages

ProCon provides a secure portal through which you can communicate with Santos. All messages are logged within ProCon and provide a permanent record of all written communication between the two parties. Messages are stored on a tender-to- tender basis meaning that all correspondence for each tender can be easily accessed.

1. Click Tenders on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. Click the arrow icon to expand the Your New Messages section.

4.7. Sending Tender Messages 1. Click Tenders on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. Click +Message in the Your New Messages section.

4. Enter information as required in the relevant fields.

Field Description Subject The subject of the message. Message Body The text of the message. Response Required Select Yes if you require a response from the recipient. Response Required By The date that a response is required by.

5. If required, click Browse in the Attach External Files section and select file you want to attach to the message.

Note: You can only upload ONE file. It is recommended that if you have multiple files to send that you zip them and upload the zip package.

6. Click Send. 7. Click OK.

Note: You can only send messages to Santos. This message will be viewable by all Santos users included in the internal Tender Team.

4.8. Viewing Sent or Received Messages 1. Click Tenders on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. Click View Message Register in the Your New Messages section. 4. Select Sent or Received from the Received/Sent drop-down list.


4.9. Replying to Messages 1. Click Tenders on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. Click View Message Register in the Your New Messages section. 4. Select Received from the Received/Sent drop-down list. 5. Click the message to which you want to reply. 6. Click Reply. 7. Enter information as required in the relevant fields.

Field Description Subject The subject of the message. Message Body The text of the message. Response Required Select Yes if you require a response from the recipient. Response Required By The date that a response is required by.

8. If required, click Browse in the Attach External Files section and select files you want to attach to the message.

Note: You can only upload ONE file. It is recommended that if you have multiple files to send that you zip them and upload the zip package.

9. Click Send. 10. Click OK.

Note: You can only send messages back to Santos. Replying to a message will not send your message to the other tenderers included in the message.

4.10. Viewing Related Messages 1. Click Tenders on the Main Menu. 2. In the Current Tenders section, click the tender you want to view. 3. Click View Message Register in the Your New Messages section. 4. Select Received from the Received/Sent drop-down list. 5. Click the message you want to view. 6. Click View Related Messages.


5. Contracts The Contracts page provides a dashboard view of all contracts (both current and closed contracts) in which you are involved.

5.1. Viewing Contract Homepage 1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view.

3. The Contracts homepage is displayed

5.2. Viewing Contract Risk Covers ProCon allows you to view risk covers and risk cover certificates associated with a contract. These risk covers are uploaded by Santos and are visible in the Contractor Portal.

1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Risk Covers tab.

4. Click the icon for the risk cover whose certificate you want to preview. 5. A message is displayed asking you to open or save the document:

• Click Open to open the certificate in a new window. • Click Save to save a copy of the certificate to your computer.


5.3. Contract Document Library The Contract document library contains documents that Santos have uploaded via their ProCon portal into the Contract document library. This will most likely contain a copy of the executed Contract and any executed Amendments or Variations associated with the Contract. The Contractor can also upload relevant documents into this library and they are shared between Santos and the Contractor via the Portal.

1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Contract File Search tab.

4. Click Library.

5. The Documents Library is then displayed.

6. Click the Name of the file you want to preview. 7. A message is displayed asking you to open or save the document:

• Click Open to open the file in a new browser window. • Click Save to save a copy to your computer.

5.4. Adding Contract Files 1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Contract File Search tab. 4. Click Library. 5. Click Add File. 6. Click Browse and select the file you want to add. 7. Change the filename using the Name field if required. 8. Click Save.


The selected file is uploaded to the Document Library page and a confirmation message is displayed. Documents you upload are then visible to the Contract Analyst in their Contract Library.

5.5. Searching Contract Files The search functions allows you to search for documents associated to a Contract Communication, and documents uploaded to the Document Library.

1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Contract File Search tab. 4. Enter values as required for the relevant search criteria

Option Description Search In Select the location of the files you want to search for: Contract and all

Communications, All Communications, Contract Only or by communication template. Date File Added From The start date for your search. The end date is by default the current date. File Added By Select a user or user group to find contract files added by a particular user or group. Search On Select File Reference or File Name. Criteria This option refers to the text you enter in the Search For field.

Select whether you want the search to return results which Begins With, Contains or Equals the text you enter in the Search For field.

Search For Enter search text in the field. Tip: Enter the % character in the Search For field to perform a wildcard search.

Tip: For example, if you want to search for a Contract File where the file name begins with ‘Well’, select File Name from the Search On drop-down menu, then select Begins With from the Criteria drop-down menu and enter ‘Well’ in the Search For field.

5. Click Search.

Tip: Click the View Communication icon for a file to view the communication with which the file is associated.

5.6. Replacing Contract Files Note: Files attached to communications cannot be replaced

1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Contract File Search tab. 4. Search for the relevant document. 5. Click the properties icon for the file you want to replace.

6. Click the cog icon and click Replace.


7. Click Browse and select the replacement file on your computer. 8. Click Save.

5.7. Renaming Contract Files Note: Files attached to communications cannot be renamed.

1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Contract File Search tab. 4. Search for the relevant document. 5. Click the properties icon for the file you want to rename.

6. Click the cog icon and click Rename.

7. Enter a new name for the file in the New Name field. 8. Click Save.

5.8. Deleting Contract Files Note: Files attached to communications cannot be deleted.

1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Contract File Search tab. 4. Search for the relevant document. 5. Select the Delete icon for the file you want to delete.

6. Click OK.


5.9. Contract Communications

Communications in ProCon can include general correspondence to and from contractors and the company, technical queries, site instructions, variation requests, applications for payment, and invoices.

Communications are a set of templates that are configured by Santos.

5.10. Viewing the Communications Register The Communication Register page displays all available communications for a contract.

1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Communications tab.

4. The Communications register is displayed.

5.11. Creating Communications 1. Click Contracts on the Main Menu. 2. In the Open Contracts section, click the link for the contract you want to view. 3. Click the Communications tab. 4. Click Create a Communication and select the communication template you want to use from the drop-

down menu.

Warning: If a communication template has errors, it is listed but cannot be selected. Contact your Santos Contract Analyst.

5. Enter information as required in the relevant fields.

Field Description Title The title of the communication. Description A description for the communication, e.g. a message to the recipient. Communication Owner The owner of the communication. Set by default according to the communication

template. Click the link to see the details of the user. From The recipient of the communication. Set by default according to the communication

template. Click the link to see the details of the user. To The sender of the communication. Set by default according to the communication

template. Click the link to see the details of the user.


Communication Preparation Guidelines

The guidelines for creating and sending the communication. Set by default according to the communication template.

Next Steps After Issuing The guidelines for what should happen once the communication has been sent. Originated On The date on which the communication was created. The default is the current date.

6. Enter values for any custom fields. 7. Financial and schedules values can be added to the communication (if relevant). In the Add Financial

and Schedules Values section, select the Currency for the communication if the contract has more than one currency. The default currency is the contract base currency.

8. Click the icon. 9. The Add Financial and Schedules Values window is displayed. 10. Enter the values of the fields as required:

Field Description Value Type Select the types of impact: Financial and Schedule. If either of these are set as required in

the communication template, the check box will already be selected and cannot be cleared Title Enter a name for the impact. Value If Financial is selected, enter the value of the financial impact. Day(s) If Schedule is selected, enter the number of days of impact on the schedule.

11. Click OK to confirm the values. 12. The financial and schedule values are displayed on the Create a Communication page. 13. You can add a document to the communication. 14. In the Add Attachment section, click the icon. 15. Click Browse to browse for the document you want to add. 16. The options for saving the new communication depend on its communication template and routing

type. Click the appropriate button to create the communication.

Requires Agreement Click Save as Draft to save the communication as Draft OR Click Send to immediately publish the communication as Awaiting Response from Recipient (Santos needs to Accept or Reject the Communication)

Does Not Require Agreement Click Save as Draft to save the communication as Draft OR Click Send to immediately publish the communication as Approved


5.12. Viewing Stories

Stories are away to link related Communications and are a good way to track certain contract events or issues.

To view the stories that a communication belongs to:

1. On the Communication Register, click the icon in the Stories column for the communication to open the Stories page.

2. Alternatively, click the Title of the communication to display the Contract Details page, then click the Stories tab.

3. The related communications are displayed for each story the communication belongs to. The stories are displayed in order of creation, oldest first.

4. The following information is displayed for each communication: • Title • Reference • Total financial value (where applicable) o Total schedule value (where applicable) o To (where

applicable) • From (where applicable) • Date Issued • Communication State


5.13. Communication Revisions

Communication revisions can only be created for communications in the Rejected and Not Agreed states, and only from the latest revision of a communication.

When a communication revision is created, an exact copy of the original communication is generated. The information in a revision can be edited with updated information.

When a revision is created, only the most recent revision of the communication is displayed on the communication register. To view and access previous communication revisions, click the number in the Rev column.

5.14. Creating Communication Revisions Communication revisions can only be created for communications in the Rejected and Not Agreed states.

1. Click the Communications tab. 2. On the Communication Register, click the Title of the communication you want to create a revision of. 3. Click on the Details tab and select Create Revision from the drop-down menu. 4. Edit the communication details as necessary. 5. Click Save as Draft and the Details page for the new communication revision is displayed

5.15. Viewing a Communication's Attachments 1. Click the Communications tab. 2. On the Communication Register, click the Title of the communication you want to view the

attachments for. 3. A list of documents attached to the communication is displayed in the Attachments section.

5.16. Editing Communication Attachments 1. Click the Communications tab. 2. On the Communication Register, click the Title of the communication you want to view the

attachments for. 3. Click the information icon for the document to display its details.


4. Click the Edit Properties button.

5. Edit the document properties as required and click Save.

5.17. Deleting Communication Attachments 1. Click the Communications tab. 2. On the Communication Register, click the Title of the communication you want to view the

attachments for. 3. Click the information icon for the document to display its details.

4. Click the Delete button.


6. Troubleshooting This section helps users to troubleshoot problems commonly incurred by ProCon users.

6.1. Verify what Computer System you are using ProCon only works on Microsoft Windows computer systems.

6.2. Verify what Internet Web Browser you are using To check what Internet Web Browser you are using click here.

Please note that ProCon only works with Internet Explorer 11 or 10, and the latest version of Google Chrome.

6.3. Internet Web Browser Options Open your ‘Internet Options’ by following these steps:

o Select the Windows ‘Start’ icon, then Control Panel, and then open ‘Internet Options’.


http://www.whatsmybrowser.org/

The following options should be set for your browser:

• Disable pop-up blockers. These can include third-party toolbars and anti-virus applications as well as the browser's own pop-up blocker.

o Select the ‘Privacy’ tab, and un-select ‘Turn on Pop-Up Blocker’.

• Add the ProCon Contractor Portal website to your computer's trusted sites. o Select the Security tab, then ‘Trusted Sites’ then ‘Sites’. Add the ProCon website to the list.


• For Internet Explorer only, configure ActiveX options – these are needed for the 8over8 Document Control:

o On the Security tab, select Trusted Sites and click Custom Level.

Select Enable for: Automatic prompting for ActiveX controls Run ActiveX controls and plug-ins

Select Prompt for: Download signed ActiveX controls Download unsigned ActiveX controls


• For Internet Explorer and Chrome configure the Downloads options to allow ProCon files to be downloaded

to your computer. o On the Security tab, select Trusted Sites and click Custom Level.

Select Enable for: Automatic prompting for file downloads File download

This may differ depending on what version of Internet Explorer, or Google Chrome you are using but just ensure all settings for ‘Downloads’ are enabled.


6.4. 8over8 Document Control

The 8over8 ProCon Document Control browser add-on provides the following features for contract libraries and contract communication attachments:

• The ability to copy and paste documents from your computer. • The ability to drag and drop documents from your computer. • The ability to edit documents online with integrated editing. Changes to the document are detected and

user is prompted to update the document in ProCon if the file has changed.

Note- This functionality is only available in Internet Explorer 10 or 11.

6.5. Installing 8over8 Document Control When you log in to ProCon and browse to the contract library or a contract communication for the first time, you are prompted to install the 8over8 ProCon Document Control as an add-on for Internet Explorer.

Click Install to install the add-on. When the installation is complete, the dialog box closes automatically.

6.6. File Download Problems Problem

You have tried to download a file but the file does not appear.

Cause

There are generally three causes of file download problems in ProCon:

• File downloads are blocked by a pop-up blocker or your internet security settings. • The file has downloaded to a temporary internet folder. • There are PDF and internet browser integration issues in Windows XP.


Solutions

Disable pop-up blockers for ProCon web site

In order to download files from the ProCon web site you will need to configure any pop-up window blockers to allow pop-up windows from ProCon. There may be pop-up blockers running on a number of your applications including third party internet explorer toolbars, AntiVirus applications and Internet Explorer.

Toolbars from Google, Yahoo etc often have custom pop-up blocking features that operate even if the toolbar is not visible. Please check all of your installed toolbars to ensure that they are not blocking pop-up windows from the ProCon website.

Third Party AntiVirus applications from vendors such as Norton, AVG often include pop-up blocking features. Please check your AntiVirus application to ensure that it is not blocking pop-up windows from the ProCon website.

To allow Pop-ups from Internet Explorer:

1. Click Tools from the menu bar then select Pop-up Blocker from the drop-down menu. 2. Select Pop-up Blocker settings from the sub-menu to display the Pop-up Blocker Settings Window.

3. Enter the ProCon web address in the Address of website to allow field. 4. Click Add. 5. Click Close. 6. Close your internet browser and re-open.

Enable file downloads from Internet Explorer

To download files from ProCon it is recommended that you enable file downloads and download prompting for Internet Explorer.

1. Click Tools from the menu bar or select the cog icon from top right corner, then select Internet Options from the drop-down menu.


2. Click the Security tab to display the security settings pane. 3. Select the Zone containing your ProCon website. (This is Internet unless you explicitly add your ProCon

website to your Trusted Sites zone. Adding ProCon to your Trusted Sites zone is also recommended.)

4. Click Custom Level. 5. Scroll down to the Downloads section and ensure that:

• Automatic prompting for file downloads is set to Enable. • File download is set to Enable.

6. Click OK to close the Security Settings window. 7. Click OK to close the Internet Options window and apply your settings. 8. Close your internet browser and re-open.

Accessing files that have been downloaded to a temporary folder

The files that you download from ProCon are stored in your %temp% folder. To see the contents of this folder follow these steps:

1. Right-click the Start menu then select Open Windows Explorer.

2. Enter %temp% in the Address field then press the Return key on your keyboard.

A folder such as C:\Documents and Settings\user\Local Settings\Temp is displayed. 3. Sort the contents of this folder by Date Modified to find recently added documents. 4. Double-click the required document to open.


Note- If temporary drive does not load please contact your IT help desk for support.

6.7. File Editing Problems Problem

You are working with files and the following error message is displayed:

Installation of 8over8 control failed. Document edit and generation functionality will not be available.

Cause

File editing functionality in ProCon is supplied by an 8over8 ActiveX control. If the wrong version of the ActiveX control is installed on your machine, you may be unable to edit files. Copying and pasting files, and the drag and drop functionality are controlled by this ActiveX control and cannot be utilised without the correct version of the ActiveX.

Solutions

Configuring ProCon to allow the 8over8 ActiveX control

Make sure that you have configured ProCon to allow the ActiveX control. To configure ProCon to allow the ActiveX control on your computer:

Log on to ProCon.

1. Click the icon in the top-right of the page to open the User menu. 2. Click Change User Preferences.

3. The User Preferences page is displayed. 4. Select Yes from the drop-down menu in the Allow ActiveX Document Control Support field.

5. Click Save.

Note- If you are still experiencing ActiveX issues please contact your local server administration or help desk to configure your web browser settings.
