AdvanceFlow setup checklist and troubleshooting guidelines

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Use the following checklist to configure workstations and utility servers prior to using AdvanceFlow. You must complete the steps in the Workstation setup section below to ensure optimal performance in AdvanceFlow.

We strongly recommend that you also verify all settings in the troubleshooting sections below, which will help you to resolve most common issues in AdvanceFlow.

Workstation setup

Follow these steps to set up a workstation.

  1. Complete the GoFileRoom setup checklist and troubleshooting guidelines for the current workstation.
  2. Configure Internet Explorer for use with AdvanceFlow.
    General tab
    1. In Internet Explorer, choose Tools > Internet Options and click the General tab.
    2. In the Browsing history section, mark the Delete browsing history on exit checkbox and click the settings button.
    3. Click the Every time I visit the webpage option and click OK.
    4. Click the Delete button, verify that the Temporary Internet Files and website files checkbox is marked, click the Delete button in the open dialog, and click OK when the deletion process is complete.
    Security tab settings
    1. In Internet Explorer, choose Tools > Internet Options and click the Security tab.
    2. Click the Trusted Sites icon and then click the Sites button.
    3. Clear the Require server verification (https:) for all sites in this zone checkbox.
    4. In the Add this web site to the zone field, enter https*.AdvanceFlow.com.
    5. Checkpoint Engage users only: Also enter enter https://*.onvio.us to this field.
    6. Click the Add button.
    7. Mark the Require server verification (https:) for all sites in this zone checkbox and then click Close.
    8. Click the Custom level button.
    9. Select Low from the Reset to drop-down list and click the Reset button.
    10. In the Settings list, locate the Display mixed content setting in the Miscellaneous section and click the Enable option.
    11. If prompted to verify your changes, click Yes.
    12. Click OK.
    Advanced tab settings

    In the Browsing section, Clear the Re-use windows for launching shortcuts (when tabbed browsing is off) checkbox and click OK.

    Pop-up blocker settings
    1. Uninstall all Internet Explorer toolbars.
    2. In Internet Explorer, choose Tools > Pop-up Blocker > Pop-up Blocker Settings.
    3. Enter *.AdvanceFlow.com in the Address of Web site to allow field, click Add, and click Close.

      Note: If a "Trusted Site" message opens the next time the user opens Internet Explorer and connects to AdvanceFlow, click OK and continue.

  3. Install third-party components.

    AdvanceFlow requires that the following various third-party components be installed on each workstation. Your administrator can access these components from the Administration area in AdvanceFlow. If these components are not already installed, you will prompted to install them when you first access AdvanceFlow.

    • Silverlight Trusted Mode 2.0 (required for integration with PPC’s SMART Practice Aids)
    • Silverlight 5.1.10411.0 (x86)
    • Silverlight 5.1.10411.0 (x64)
  4. Install the Office Client Add-In on each workstation to allow integration with Microsoft Office applications.

Troubleshooting common issues

Click the following links to view steps to help you resolve common issues in AdvanceFlow.

Workstation issues

Utilities/server related

Related topic: List of files used by GoFileRoom

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