Configuring your Web browser for Experience Manager

Experience Manager runs in the same browsers as Content Manager Explorer, and those browsers require the same configuration as for Content Manager Explorer. In addition, under certain conditions, you may also need to add a certificate exception to the browser.

Procedure

  1. To configure the browser, on your client machine, start Internet Explorer (even if you do not intend to use Internet Explorer as your browser).
  2. In Internet Explorer, if you do not see the menu bar, press your left Alt key on the keyboard to display it.
  3. Select View > Encoding > Unicode from the menu. This sets the browser encoding to Unicode.
  4. Select Tools > Internet Options from the menu. The Internet Options dialog opens.
  5. Access the Security tab, select the Local intranet zone and click Sites. The Local intranet dialog with generic site settings opens.
  6. Select Advanced to open a Local intranet dialog listing sites associated with this zone.
  7. Enter the URL of your Experience Manager Web site and click Add. The site is added to the list. Click Close to close this dialog, and OK to close the generic sites dialog. The settings for the Local intranet zone reappear.
  8. Click Custom Level. The Security Settings - Local intranet Zone dialog opens.
  9. In the list of settings, find the following settings and set each to the value Enabled:
    • ActiveX:
      • Run ActiveX controls and plug-ins
      • Script ActiveX controls marked safe for scripting
    • Downloads:
      • File downloads
    • Miscellaneous:
      • Submit non-encrypted form data
    • Scripting:
      • Active scripting

    Click OK to apply these settings and close the dialog. The Internet Options dialog reappears, still showing the Security tab.

  10. Select the Privacy tab and click Advanced. The Advanced Privacy Settings dialog opens.
  11. Select Override automatic cookie handling and then select Always allow session cookies. Then click OK to close the Advanced Privacy Settings dialog. The Internet Options dialog reappears, still showing the Privacy tab.
  12. Click OK to close the Internet Options dialog.
  13. If you intend to use Mozilla Firefox as your browser, do the following:
    1. While logged in as an end user, launch Firefox and type about:support in the address bar.
    2. In the Application Basics area, check the Profile Directory property and click Open Containing Folder next to it.
      Windows Explorer (Windows) or Finder (Mac) opens, showing the Firefox profile folder.
    3. Close Firefox.
    4. In the folder, check for the presence of a file called user.js. If it exists, open it in a plain-text editor; if it does not exist, create it in a plain-text editor.
    5. Add the following line anywhere in the user.js file:
      user_pref("browser.link.open_newwindow", 2);
    6. Save and close the user.js file.
    7. If you are using Firefox on Mac OS X, also do the following:
      • In the Apple ® menu, select System Preferences, then Keyboard and Mouse, then Keyboard Shortcuts.
      • Under Full Keyboard Access, select All controls.
    Mozilla Firefox is now properly configured.
  14. If you intend to use Google Chrome as your browser, SDL recommends to do the following:
    1. Disable the auto-update functionality of Chrome. By default, Google Chrome is configured to auto-update to its latest version. Because this user interface cannot be guaranteed to work with a newer version of Google Chrome,disabling auto-updating is recommended. To disable auto-updating in Google Chrome, refer to this Web page: http://www.chromium.org/administrators/turning-off-auto-updates.
    2. Disable all dynamically appearing bars at the top of your Chrome window, including:

      These dynamically appearing bars cause the Web page to scroll down and consequently interfere with your focus.

    3. If you intend to display Japanese content, ensure that DirectWrite for Windows is disabled by entering chrome://flags in your Chrome address bar and making sure that Disable DirectWrite is enabled (this is the case if you see a hyperlink called Disable below it).
  15. If you intend to use Internet Explorer as your browser, and if you want to have additional information available about the current state of its window, you can enable the browser Status Bar (visible at the bottom of the screen) by selecting View > Toolbars > Status Bar. In other browsers, a status bar is not available.
  16. For all browsers you intend to use, disable popup-blocking functionality.
  17. Check if the following is the case:
    • The user accesses Content Manager Explorer through an HTTPS connection.
    • No trusted certificate is in place on that Web site.
  18. If these conditions hold, a user logging on to the user interface from a Web page on the staging Web site may be confronted with a message that the certificate is not trusted. Ensure that the user's browser trusts the certificate and does not ask this question again, by adding a certificate exception. (Alternatively, you can of course also add a trusted certificate, or allow HTTP access.)