Product Availability:      ArcPro®

Every workstation used to access ArcPro needs to be configured correctly in order for ArcPro to work properly.

Please review the following lists to ensure your workstation settings are configured correctly.

The account creation email notification is sent from: SCPAdmin@dfinsolutons.com. Please do not flag this sender as spam.

Workstation software requirements

• ArcPro is certified on Microsoft Edge and Google Chrome browsers.
  Note: ArcPro is currently not compatible with Internet Explorer, Safari or Firefox.
• ArcPro does not support Windows XP.
• Microsoft Office 2010, 2013, 2016 and Office 365 are supported.
• Windows 8 Enterprise/Office 2010 configuration is supported.
• Adobe Acrobat Reader 6.0 – DC, Nuance Power PDF Standard or Advanced, or Nitro Pro v8 or later.
• Adobe Acrobat Standard 8.0, Adobe Acrobat Professional 6.0 – DC, Adobe Acrobat Reader 11 – DC, Nuance Power PDF Standard or Advanced or Nitro Pro v8 or later.
  • This is only needed if you are using the Workflow functionality in ArcPro and will be using electronic commenting.

Whitelisting

Please use the following wildcard URL to whitelist all Arc Suite subdomains:

https://*.dfinsolutions.com/

Browser settings

Popup blockers

Make sure all popup blockers are disabled. They are not compatible with ArcPro.

💡You may need to contact your Internet Service Provider or IT Department for directions on disabling popup blockers.

Trusted sites

Add https://arcpro.dfinsolutions.com and sso1.wip.dfsco.com as trusted sites in your browser. Use the following steps:

1. Go to the Control Panel.
2. Click Network and Internet.
3. Click Internet Options.
4. Click the Security tab.
5. Click the Trusted Sites icon.
6. Click Sites and confirm https://arcpro.dfinsolutions.com and sso1.wip.dfsco.com are listed. Add them if they are not.
   Note: *(sso1.wip.dfsco.com) is recommended but not required if single sign on (SSO) is not configured in ArcPro for your company.
7. Click OK to save and restart your browser session.

Ribbon bar setup

Ribbon Bar allows users to use pull-down menus to insert custom tags, table tags, variables, XBRL tags and footnotes.

You will be able to see “AP” within the MS Word Tool Bar once you open a content file on ArcPro

• Make sure https://arcpro.dfinsolutions.com is set up as trusted site (see above).
• When Ribbon Bar functionality is configured, content files have an extension of .docm and .xlsm

Office 2007 and Office 2010 SP1

SharePoint OpenDocuments Class add-on ActiveX control must be enabled.

For anyone using Office 2010 SP 2 and later, the ActiveX control is not required.

To enable ActiveX control:

• Use the drop-down menu for Tools, select Manage add-ons.
• Use the drop-down menu for Show, select All add-ons.
• In the right-hand pane, go down to the Microsoft section and find SharePoint Open Documents Class and make sure it is enabled.
  If it is disabled, select it and there will be an enable button that appears at the bottom right of the window.
• Close the Tools window.

Additional Google Chrome information

• Google Chrome requires Office 2010 service pack 2 or greater

The Service Pack 2 update for Office 2010 can be obtained from Microsoft’s website.

• Google Chrome External Protocol Setting

When using Google Chrome as the browser to open ArcPro, the first time you attempt to open a Word or Excel content file the External Protocol Request screen is displayed.
This is not an error message, it's simply a warning to ensure that you meant to open the application. You will have to do this for both Word and Excel content files.

Users MUST do this the first time the message appears. If not, they need to contact their IT department to enable the MS-Word and MS-Excel protocols.

1. Place a checkmark to the left of Always open these types of links in the associated app

2. Click Open Url:Word Protocol

3. Close Microsoft Word/Excel

4. Open your file

Set Word/Excel as trusted publishers

Configure Word/Excel Trust Center to designate [Donnelley Financial, LLC] as a Trusted Publisher.

This should be set up the first time you check out a Word or Excel content file.

1. Log in to ArcPro and check out a Word or Excel content file
   💡If this is the first time you are checking out a content file or Trusted Publisher expires, a Security Warning within a yellow bar is displayed at the top of the content file in Word/Excel.
2. Click File > Options.
3. Click on Trust Center > Trust Center Settings > Trusted Publisher.
   • If [Donnelley Financial, LLC] has not been set up as a Trusted Publisher yet you will be prompted to make a selection.
     Select Trust all documents from this publisher.
   • If you see [Donnelley Financial, LLC] listed as a Trusted Publisher within the Trusted Publisher list, it has been set up already.
     Select the Publisher’s certificate.
4. Click OK

Configure Word/Excel Trust Center to trust all documents from Donnelley Financial, LLC.

1. Click File.
2. Click Info.
3. Click Enable Content.
   
4. Click Advanced Options.
   
5. Select Trust all documents from this publisher.
   
    
6. Click OK.

A certificate expiration date is provided upon configuration. When the certification expires, "SECURITY WARNING Macros have been disabled" displays, and you'll need to reconfigure Trusted Publishers and macros.

Configure Word/Excel macros

Configure Word and Excel to disable all macros except for digitally signed macros and remove all Protected View settings. You will need to change these settings in the Trust Center for both Word and Excel.

1. Open Word (or Excel).
2. Go to File > Options.
3. Click Trust Center > Trust Center Settings > Macro Settings.
4. Select Disable all macros except digitally signed macros.
   
5. Go to Protected View and ensure nothing is selected.
   
6. Click OK.

Microsoft Word Add-in setup

There is an optional Add-in for all Word users when using ArcPro. Take the following steps to set up the Add-in for ArcPro.

1. Launch MS Word.
2. Click Insert from the top menu bar
3. Click Get Add-ins icon within the Add-ins section of the menu bar.
   
    
4. Type "ArcPro" into the Office Add-ins search field.
   
5. Click Add to the right of ArcPro Word Panel – edit Word Files from ArcPro.
   You might need to create a free Appsource account if you do not already have one. Log in using your work email.
   
    
6. Follow the directions on the screen to install the Add-in.
   Add-in Panel should appear in the Word Menu bar at the top of the screen.
   
   
    

Successful configurations

If all settings are put in place, you should successfully:

• Log in to https://arcpro.dfinsolutions.com.
• Go to content files, either via Document > Section or the Content Library.
• Checkout a Word content file.
• Checkout an Excel content file.
• Access the AP Ribbon Bar and/or AP Panel (enables the user to use the pull-down menu for
  table tags, custom tags, variable links and XBRL tags).

Troubleshooting checklists

Please go through each section’s checklist and gather information pertinent to the issue at hand. The more information we can glean regarding the incident, the better context we can provide to the support staff that will be working towards resolution. Not all items in each checklist will necessarily be relevant, as some items are geared specifically towards performance and access issues.

Client network

Please gather as much information as possible about the networks involved with the incident. This can help to pinpoint the appropriate area of focus and ultimately help to form a plan of resolution for the issue. This is most relevant for issues revolving around performance and access.

Proxy, firewall, and VPN

Please provide as much detail as possible, and as much detail as allowed, for your network security topology involved with the issue.

• What kind of Proxy, if any, does your office network use?
• Are all applications directed through your proxy, or just browser traffic?
• Is there a common definition of exceptions for bypassing proxy that can be modified?
• Is the proxy load balanced with multiple geographic locations and / or end points? If so, is it possible to direct all Application traffic through one proxy?
• What kind of Firewall, if any, does your office use for accessing external resources?
• Is all web traffic directed through this firewall?
• What kind of exceptions can be made for accessing this firewall?
• What kind of VPN, if any, is used when accessing the application outside of the office network?
• Is there a different set of rule sets for any proxies or firewalls that are traversed when accessing external resources through the VPN?

Office network

Is there a noticeable difference in performance when accessing the site through:

• VPN
• Other Network (Home, Wireless, or Wireless Access Point)
• Please provide all IP addresses used for exit points / gateways for your network (including VPN).
• Please provide details (including diagrams if possible) of network topology as it is relevant to traffic to and from the application.

Throughput

Please provide details on network throughput both when the issue is occurring and when the issue is not occurring. This is only necessary for performance based issues.

• What is your office network bandwidth Up and Down speeds?
• Please run the speed test from www.speedtest.net and provide the results to DFIN.
• Are there any periods of the day that have a pattern of slowing of throughput?
• Are there any periods during the week or month that have a pattern of slowing of throughput?
• Are there any processes running on schedule that could attribute degradation of network performance

Client workstation

In order to quickly rule out a wide variety of potential variables of the issue at hand, we need to gather as much information as possible about the environment in which the issue occurs. For that reason we have provided a detailed checklist of questions and information points that will provide a good overview of the computers involved.

Hardware profile

Please provide as much detail as possible about the affected computers’ hardware.

• Are the computers used Desktops or Laptops?
• What specific model or models of laptops or desktop computers are used to access the application?
• What CPU speed and number of cores for these machines?
• How much memory do these machines have?
• What is the architecture (32bit or 64bit)?
• Is the network connection wireless or wired?

Software profile

Please provide as much detail as possible, and as much detail allowed, about the software profile of the computers and environment affected by this issue.

• What Operating System is running on the computers used to access the application?
• What Browser and version are used to access the application?
• What version of Office is installed on the computers used to access the application?
• List all administrative and management software running on the computers used to access the application. Please be as thorough as possible, including minimally the following types of software (As well as any others relevant to your company’s network and its policies):
• Client Firewall Software
• Client Proxy Software
• Client VPN Software
• Virus Scanners
• System and Software Update Management Software
• Corporate Policy Management and Enforcement Software
• Computer Administrative Software
• Backup Software
• Virtualization Software (such as Citrix)
• Any Software Running Regularly Scheduled Tasks
• Please include the schedules for any of the software listed in the above steps, such as when virus scanners run or when software is regularly updated.

Application workstation setup

Each application has specific workstation setup requirements provided during the implementation. The Project Manager for the application contains the most recent copy of that documentation. Each client is expected to make sure each and every step in those documents is completed as each step is mandatory for the application to function entirely and as a whole.

Reporting an incident to DFIN

Please go through the following checklist in order to provide a better context of the specific issues reported in the incident. Not all items will necessarily be relevant to the issue at hand.

Please include the following details in your submission to the team.

• Explicit URLs to the Issue (please copy from the address bar of browser)
• Area of Application
• Usernames of Persons Experiencing Issue
• Explicit, Detailed Instructions to Reproduce the Issue
• Consistency of the Issue
• Workarounds to the Issue (if they exist)
• Is the issue specific to a particular object in the application (I.E specific document or publication)?
• How many office locations are affected by this issue?
• Are all users affected at each location? If not, how many users at each location are affected by this incident?
• Is the issue repeatable outside of the office network while not logged into VPN?
• Is the issue periodic or persistent?
• If periodic, please describe the frequency and pattern (if any) of occurrence.
• Has there been any recent hardware, software, or network changes for the locations involved? Please be sure check each of the following potential vectors:
  • Network Infrastructure Changes or Updates
  • Proxy Software Changes or Updates
  • Firewall Changes or Updates
  • Virtualized Environment Changes or Updates (such as Citrix)
  • IP Address Assignment Changes or Updates
  • OS Changes or Updates
  • Client Software Changes, Additions, Removals, or Updates (including, but not limited to, browser, productivity, and management software)
  • Administrative and Management Software Schedule Changes
• If the issue is performance related, do you experience similar performance degradation when using other web applications and sites?
• Is the issue easily reproducible?

Common resolution steps

Please go through the following checklist of common resolution steps:

• Try clearing the browser cache
• Try closing all browser windows, waiting for the program to exit, restart the browser and load the application again
• Try rebooting the affected computers
• Verify that all OS, browser, and ancillary software (such as Office) are fully updated
• Try resetting browser settings. (This would require re-applying any browser settings specific to the client setup documentation for the application.)