Category: System Configuration

System Configuration – How to install the TEAMS Report Component and Upload Documents files on your computer?

In this article

Before You Start
Customise Report Templates

This article describes how to Customise Report Templates from Report Template Screen.

Before You Start

In TEAMS we have reports that generate either to MS Word or MS Excel. We also have two different ways our reports will generate that is:

Server Side – This means when you select the Generate button in the report parameter screen it goes to our servers and will be generated. When this happens you will be redirected to the Report Centre where you will see the report and it’s status and once it is generated you can download it by selecting the report name as it becomes a hyperlink

OR

Client Side – This is the old way of generating reports and is being phased out. If a report still is generated this way it means TEAMS will talk directly to your computer and open MS Word or MS Excel to update it with all the relevant data based on the parameters you selected to print the report on. When this happens TEAMS relies on a special file being installed on your computer so that it can actually talk to MS Word or MS Excel to print the report. If you don’t install this file you can’t use the report.

IMPORTANT: You must get this file installed on your computer by someone who has logged in as the Administrator on your computer and they must follow the steps below.

Customise  Report Templates

We have included two files to be installed on your computer in these steps, one for the reports as explained and the other is so you can upload documents into TEAMS from your computer or network. If you do not install this other file you will not be able to browse and select files to upload. Again, this file must also be installed while you are logged in as an Administrator on your computer.

Step 1 – Open Internet Explorer and type your TEAMS site address and add Forward Slash(/)rc.zip i.e – {Your TEAMS site URL}/rc.zip and press Enter. Internet explorer will prompt you to Open, Save and Cancel the file. Save this file on C Drive of the computer.


Step 2 – Open C Drive of the computer and check the downloaded file i.e – rc.zip. Right click on rc.zip folder and extract all its components on rc folder.


Step 3 – Open rc folder, select RegisterRc which is a batch file. Right click on this file and select Run as a administrator. Click OK button then this file will be executed on your computer.

Note: Make sure you logged in as Administrator on your computer


Step 4 – Now the next file to execute is xupload.ocx. This file is necessary to upload documents in TEAMS. Right click on this file and select Open with… and then click on More options. A pop menu will display, click on Look for another app on this PC.


Step 5 – Go to C Drive of the computer and search Windows folder. In this folder, find and open another folder named System32. In this folder, select the file regsvr32.exe.

Step 6 – After selecting the file regsvr32.exe, click on Open. A dialog box will appears which will shows that xupload.ocx file has successfully been executed on the computer.


Once you have completed all of the above steps, log into TEAMS and you should be able to run Client Side reports and upload documents successfully into TEAMS.

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!

System Configuration – How to configure Internet Explorer settings for TEAMS

In this article

Before You Start
How To Configure

This article describes how to configure Internet Explorer settings for TEAMS.

Before You Start

You cannot use TEAMS with any other browser than Internet Explorer. There are some important settings that you must have in place for TEAMS to work.

Please note that you must have Administrators privileges on your login to your computer. If you do not, then you must have someone that has those privileges log in and set them for you.

How To Configure

For configuring these setting follow the below steps:

Step 1 – Open the Control Panel of your computer. In the Control Panel go to the Network and Internet.

control-panel-network-and-internet

Step 2 – Click on Internet Options.

network-and-internet

Please Note : Before making any changes to the existing setting, you need to make sure that you logged in as Administrator on the computer otherwise all the options will only be read only and you will not be able to make the required changes.

Step 3 – Internet Properties window will open. Click on the Settings button under Browsing history.

internet-properties

Step 4 –  A new Website Data Settings window will open where you need to select the radio button Every time I visit the webpage. Also make sure the Disk Space to use should not be more then 8 MB. Once these settings are done then click the OK button.

website-data-settingsStep 5 – Click on the Security Tab on Internet Properties window and select the Trusted Sites icon. Click on the Sites button.

internet-prop-trusted-sitesStep 6 –  Trusted sites dialog box will open where you have to add the two IP addresses *.softwaredreams.com.au and *.rtosoftware.com.au

trusted-sitesIMPORTANT: If the tick box for Require server verification (https:) for all sites in this zone is selected then unselect it and then select the Close button.

Step 7 – Click on Custom level button on the Security Tab.

security-tab

Step 8 – The Security Settings window will be displayed. In the Security Settings window all the settings should be set to Enable except the Use Pop-up Blocker option. Use Pop-up Blocker option should be set as Disable.

security-settings-internet-zone

Once you have set all the above settings click the OK button and Yes to confirm as below.

warning

Step 9 – Now move to the next tab which is the Privacy tab and make sure that the Turn on Pop-Up Blocker tick-box is blank and click the OK button.

privacy-tab

Step 10 – Now the last important setting which has to be completed is the Compatibility View Settings. Open an Internet Explorer Page and press ALT key from the keyboard. A new menu will appear on the top. Click on Tools menu and select Compatibility View Settings.

ie-tools

Step 11 – The Compatibility View settings window will open. Add the two IP addresses *.softwaredreams.com.au and *.rtosoftware.com.au to the Websites you’ve added to Compatibility View section. Click Close button.

compatibility-view-settings

Step 12 – Now you can try to open TEAMS by using your site URL and you will be able to access TEAMS without any problem.

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!