Connection and Printer Setup Guide

Connection and Printer Setup Guide
For connection issues, see the following sections of this document:
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"Connection Requirements" on page 1
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"Log on" on page 2
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"Troubleshooting Your Connection" on page 4
For information on how to remove a security prompt, set up Delivery Task Manager for batch
printing documents, and add a local printer, see the following sections of this document:
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"Removing the Security Prompt" on page 6
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"Batch Printing with Delivery Task Manager" on page 8
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"Firewall Settings for Delivery Task Manager" on page 9
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"Network Printer Setup" on page 10
Connection Requirements
To connect to and use the application, you need an internet connection and the following
hardware and software:
Type
Hardware
Requirement
Microsoft OS Compatible Devices
Operating
System
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Microsoft Windows® 7
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Microsoft Windows® 8 or Windows® 8.1, but you need to enable .NET
3.5. For more information, go to: http://windows.microsoft.com/enus/windows-8/net-framework-windows-8.
Connectivity
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Microsoft Remote Desktop Connection (RDC) software version 7.0 or
newer
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Microsoft .NET® Framework version 3.5 or newer
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Type
Internet
Performance
Requirement
Performance of your project connection is affected by two factors:
1. Bandwidth represents the capacity of the connection. The greater
the capacity, the more likely that greater performance will follow.
Minimum bandwidth should be at least:
a. 35 kilobits per second per logged-in reviewer in a non-audio review
b. 121 kilobits per second per logged-in reviewer for an audio review.
2. Latency refers to any of several kinds of delays typically incurred in
network data. Low latency network connections generally
experience faster performance. High latency connections generally
suffer from long delays. Maximum latency should be no more than:
a. 100 milliseconds or less for adequate performance
b. 50 milliseconds or less for best performance
Browser
Monitor
Printing
Microsoft Internet Explorer® 8 or above
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17-inch screen
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1024x768 or higher resolution
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Dual monitors are supported
Standard Microsoft Windows print drivers
Note: If the site maintains a firewall or proxy server, the IT department may have to open the
firewall to the Kroll Ontrack IP addresses. Please contact our toll-free Tech Support center at 1800-919-9235 for more information.
You may need to add the connection page as a trusted site.
Important: If you are using a 64-bit Operating System, the 64-bit version of Microsoft Internet
Explorer® must be used to single print.
Log on
Connecting and Exiting
Kroll Ontrack will send an email containing log on credentials and a URL to the connection
page. Both of these are provided to you by an administrator of your review or a Kroll Ontrack
specialist. These credentials allow you to access any project databases you are assigned within
your organization.
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To connect to the application
1. Review the System Requirements and ensure that your system complies with them.
2. Connect to the following URL using Microsoft Internet Explorer:
https://connect.krollontrack.com
3. Login using your provided credentials.
Tip: You are prompted to change your password the first time you connect. The default
password settings require you to enter a complex password and to change your password
every 90 days. Administrators: if you want to change this timing, contact our toll-free Tech
Support center at 1-800-919-9235.
Note: We suggest you do not use the 'remember my password' feature in Microsoft
Internet Explorer.
4. Select the End User License Agreement acceptance box, and then click Connect.
5. If prompted to install the Microsoft® Remote Desktop ActiveX® Control do one of the
following: n Click the Install button.
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Click the information bar at the top of the browser window and select Install
ActiveX.
6. In the RemoteApp window, click Connect.
Tip: Check with your internal IT staff to see if they can make the Remote Desktop Protocol
(RDP) a trusted file publisher so that you can bypass this step of the login process.
7. Select or enter the project database you want to connect to and click Go or Connect.
8. If you have access to more than one user group, select the User Group you would like to
connect to and click Logon.
Note: To connect using multilingual characters, use the Microsoft Input Method Editor that
appears at the top of the window.
To switch to a different project database
1. Exit the application.
2. In the project database selection screen, select the project database you want to access
and click Go.
3. If you have access to more than one user group, select the Project you would like to
connect to and click Logon.
To exit the application
1. Complete one of the following:
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On the File menu, click Exit.
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Press Ctrl + Q.
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Click the X in the upper-right corner.
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2. If you are assigned to multiple project databases, click Exit in the project database
selection screen.
Installing Remote Desktop ActiveX Control
The first time you connect, you may be asked to install a small file called the Microsoft® Remote
Desktop ActiveX® Control, if you do not already have it installed. The ActiveX Control enables
you to run the application inside Internet Explorer Web browser. This secure connection
procedure prevents anyone other than you from accessing your data.
Note: Some firewall settings may prevent the Remote Desktop ActiveX Control from running. If
you have trouble installing this control, contact your Administrator. Administrators, contact your
firm's IS department or contact our toll-free Tech Support center at 1-800-919-9235.
Changing a Password
You only need one password to log on to all project databases you are assigned to within the
organization. Passwords can be changed from the File tab or the Reviewer Properties dialog box
of your profile. If you forget your password, contact an administrator and request a password
change.
When changing passwords, the new password must meet the complexity criteria as defined in
the application. To view the criteria, while in the Change Password dialog box, click complexity
criteria.
Note: You are prompted to change your password the first time you log on. For security reasons,
you are prompted to change your password every 90 days.
To change your password
1. Click the File tab and select Change Password.
2. Enter the current password in the Old Password field.
3. Enter the new password in both the New Password and Confirm New Password fields and
click OK.
To change a password for another reviewer
Note: The "Manage Reviewers" permission is required to change another reviewer's password.
The "Admin" group has this permission.
1. Right-click the Reviewer's Name and click Edit Reviewer to open the Reviewer Properties
dialog box.
2. On the Organization tab, click Change Password.
3. Enter the new password in both the New Password and Confirm New Password fields and
click OK.
Troubleshooting Your Connection
If you are having trouble connecting to https://connect.krollontrack.com, try the
troubleshooting resolutions below. If you are still unable to connect or print, please contact your
Case Manager or call our toll-free technical support center at 1-800-919-9235.
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Initial Troubleshooting
If you are unable to connect, try the following:
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Press F5 to refresh your session.
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Verify you entered the correct credentials.
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Retry at a later time. You may be experiencing Internet congestion or other technical
difficulties.
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Verify with your administrator that your reviewer account is not disabled and your project
database access has not been locked.
Additional Troubleshooting
If you are still unable to connect, try the following:
Problem
Solution
The message "Windows has
blocked this software because it
cannot verify the publisher" might
appear when the
https://connect.krollontrack.com
is not added as a trusted site.
Add this site as a trusted site.
One or more pop-up blockers
installed on your browser, which is
preventing the installation of the
Microsoft ActiveX® plug-in. This
plug-in is required to access the
application.
To disable Internet Explorer’s pop-up blocker, click Tools >
Internet Options > Privacy tab, then clear Turn on Pop-up
Blocker. If you have other pop-up blockers installed, you
should temporarily disable them, as well. After you do this
reload the logon page and click the information bar at
the top of the browser window and select Install ActiveX.
A blank white screen appears
when you try to connect.
Your firewall is blocking traffic. Your IT department needs
to configure the firewall to allow outbound traffic through
port 3389 from IP address 208.71.239.155.
You are logged on as the first user
name you entered, regardless of
the credentials you enter in
subsequent connections.
You have logged on to more than one instance of the
application on the same computer. Log out of the
application for all instances and log on again.
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For more information about adding trusted sites, see the
following Microsoft support article:
http://support.microsoft.com/kb/174360
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Problem
Certificate Error
Solution
In order to be able to connect to Entrust’s certificate
revocation lists, you need to have a FQDN based firewall
rule to allow access to the following URLs:
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crl.entrust.net
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crl2.entrust.net
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cdn.entrust.net.c.footprint.net
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ocsp.entrust.net
Entrust uses dynamic global load balancing for their CRLs,
so there is not a set range of IP addresses to approve. For
more information, see the following article:
http://www.entrust.net/knowledgebase/technote.cfm?tn=8715
Delivery Task Manager (DTM) Print Issues
If you are having issues using DTM, try the following: Problem
Solution
You do not
meet the
minimum
system
requirements to
use DTM.
Review the "Batch Printing with Delivery Task Manager" on page 8 to be sure
your system meets these requirements.
Your firewall is
blocking traffic.
Your IT department will need to configure the firewall to allow inbound
traffic through port 443 from IP address 208.71.239.134. For more information
about firewall settings required to use DTM, see the "Firewall Settings for
Delivery Task Manager" on page 9 section in this document.
Removing the Security Prompt
When connecting, an additional security prompt appears with the following notification:
"A website wants to run a RemoteApp program. Make sure that you trust the
publisher before you connect to run the program."
This prompt appears each time you establish a connection.
To prevent the security prompt from appearing
Note: This procedure only works for computers running the Windows® 7, Windows® 8, or
Windows® 8.1 operating system. You must repeat this procedure for each computer that will
access the application.
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1. Copy the certificate thumbprint by completing the following:
a. Enter your Logon Name, Password, and click Connect, the RemoteApp dialog box
appears.
b. Click the link in the Publisher section of the dialog box.
c. Select the Details tab in the Certificate window.
d. Select Thumbprint from the list.
e. Copy the Thumbprint certificate number. If there is a space before the number, do not
copy the initial blank space.
f. Close the Certificate window, cancel the dialog box, and close the browser to exit the
logon process.
2. Set the Group Policy Object to Local Computer by completing the following:
a. Click Start from the Microsoft Windows desktop
b. Type MMC in the Search programs and files box and press Enter to open the Microsoft
Management Console (MMC).
c. Select File and then Add/Remove Snap-in... in the console window.
d. Select Group Policy Object from the list and click Add >. The Select Group Policy
Object pane opens.
e. Verify the Group Policy Object field is set to Local Computer and then click Finish.
3. Paste the thumbprint into the Comma separated list of SHA1 trusted certificates
thumbprints by completing the following:
a. Verify the Local Computer Policy snap-in appears in the Selected snap-ins list and click
OK.
b. In the right pane of the Console window, expand Local Computer Policy, > Computer
Configuration, >Administrative Templates, >Windows Components, >Remote Desktop
Services, > Remote Desktop Connection Client.
c. Double-click Specify SHA1 thumbprints of certificates representing trusted .rdp
publishers. A new window of the same name opens.
d. Select Enabled.
e. Paste the thumbprint you copied in the previous procedure into the Commaseparated list of SHA1 trusted certificates thumbprints: field. Ensure there is no space
before the thumbprint's first character.
f. Click OK.
4. Exit the Console window and select No when asked if you want to save.
5. Open a new browser window and connect to the application. The extra dialog box should
not appear.
If this procedure does not resolve the issue, please contact your Case Manager or call our tollfree technical support center at 1-800-919-9235.
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Batch Printing with Delivery Task Manager
The Delivery Task Manager (DTM) is a program that needs to be installed to download
documents to your computer or to do batch printing. Note: The image format of documents is needed to print.
DTM requires the same minimum system requirements as the main application. For more
information, see "Connection Requirements" on page 1.
Note: DTM continues to function after your browser session is closed.
Before You Begin
Before you install and use DTM, you will need the following:
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Administrative rights to your computer to install the DTM. If you need assistance, please
talk to your system administrator.
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Access through the firewall. If necessary, have your systems administrator verify the settings
in "Firewall Settings for Delivery Task Manager" on page 9.
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If you have a previous version of DTM installed, you need to uninstall it. For information
about how to uninstall a program, see the following links:
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Windows 8:
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http://windows.microsoft.com/en-us/windows-8/uninstall-change-program
Windows 7:
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http://windows.microsoft.com/en-us/windows/uninstall-changeprogram#uninstall-change-program=windows-7
Note: For best results, be sure to add https://connect.krollontrack.com as a trusted site.
To install the DTM
1. If you are currently logged on to the application, exit and return to the connection page
in Internet Explorer.
2. On the Connect screen, click the Install Delivery Task Manager link.
3. Install DTM by completing the following:
a. On the Delivery Task Manager screen, click the Delivery Task Manager link.
b. In the File Download - Security Warning dialog box, click Run to run the installation file,
or click Save to save the file to your computer and then run it.
c. In the Internet Explorer - Security Warning dialog box, click Run. The Delivery Task
Manager Setup Wizard appears.
Note: If a security pop-up appears, it is likely because you have the Microsoft
SmartScreen Filter enabled. For more information about Microsoft SmartScreen,
see http://windows.microsoft.com/en-us/internet-explorer/use-smartscreen-filter.
You can either disable Microsoft SmartScreen and retry the install or you can click
Run Anyway to continue installing DTM.
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d. Click Install. The system detects your operating system before proceeding.
e. When the button becomes available, click Next.
f. On the Select Installation Folder page, specify where you want to install DTM. You can
accept the default path, type a new path, or use the Browse button to find an existing
folder.
g. Under Install Delivery Task Manager for yourself, or for anyone who uses this computer,
select one of the following options and click Next:
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Everyone: By default, everyone who logs on to this computer can use DTM. If DTM
has been installed by an Administrator account, you need to open DTM with your
user account (from the Start menu) to complete the installation process.
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Just me: If this option is selected, web page detects that DTM has been installed on
any computer account, but you are the only one who can use DTM on this
computer.
4. On the Confirm Installation page, click Next. The Installing Delivery Task Manager dialog
box shows the progress of the installation. If necessary, click Cancel to stop the installation.
5. When the installation finishes, the wizard indicates that DTM has been successfully installed.
Click Close.
6. Close and reopen your browser.
Firewall Settings for Delivery Task Manager
The following settings allow any or only the specified computers outbound access to the IP
address and Web address specified in the table. The following table lists the settings required for
the firewall to allow access to Delivery Task Manager:
Option
Setting
Rule
Create a rule above the “Drop All” or “Drop SSL” rule
Source
Enter either the IP addresses for the computers needing access to
DTM or you can select Any.
Port
443
Destination
208.71.239.134
URL
https://dtm.ontrackinview.com
Microsoft Internet Explorer Settings
A Web address exception must be set on each individual computer needing access to DTM.
To add an exception to Microsoft Internet Explorer's Exceptions list
1. On the Tools menu in Microsoft Internet Explorer, click Internet Options.
2. Select the Connections tab and click LAN Settings.
3. Select Use a proxy server for your LAN and click Advanced.
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4. Under Exceptions enter https://dtm.ontrackinview.com. Be sure to enter the full address (
including the https://).
5. Click OK in each window to set the exceptions.
Network Printer Setup
Most printers are detected automatically, but if the printer you would like to use is not in the list
complete the following process.
Note: The image format of documents is needed to print.
To make a network printer appear as a local printer to your computer
Note: If you have a printer directly connected to your computer you should be able to print to
that printer without any additional set up. This procedure is intended to allow your computer to
recognize a network connected printer as a locally attached printer.
1. Click the Start button from the Microsoft Windows desktop.
2. Type cmd in the Search programs and files field and press Enter.
3. Obtain the UNC name for your network printer from your network administrator. It will look
like: \\server\printer name.
4. Enter the following command replacing your UNC printer name and including the double
quotes: net use lpt1 “\\server\printer name” /persistent:yes. The message Command
Completed Successfully appears.
Note: If you have not logged into the domain where the server resides, you need to enter:
net use lpt1 “\\server\printer name”
<password>/user:<domain>\<username>/persistent:yes.
5. Open a document and print a test page to make sure the network printer has been set up
correctly.
6. Enter Exit and press Enter to close the command window.
Note: You need to perform the setup instructions individually for each computer. You do
not have to repeat the setup after the computer is shutdown.
Legal Notice
Copyright ©2014 Kroll Ontrack Inc. All Rights Reserved.
Kroll Ontrack, Ontrack, and other Kroll Ontrack brand and product names referred to herein are
registered trademarks or trademarks of Kroll Ontrack Inc. and/or its parent, Kroll Inc., in the
United States and/or other countries. All other brand and product names used herein are the
trademarks of their respective owners.
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