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Install

Setup

Use the following instructions to configure workstations prior to launching Engagement Manager. Completing these steps ensures optimal performance for your application.
If you experience issues in Engagement Manager, complete this setup to ensure that all settings are configured correctly. In some instances, Microsoft Office updates, internet browser updates, and a reset of your internet browser can cause settings to be removed.
If you're still experiencing issues after completing these steps, the Troubleshoot common workstation issues article provides answers to common issues that you may encounter in Engagement Manager.

Configure your internet options

You'll need to set up the following internet options for
Engagement Manager
 to work properly.
  1. Select the search icon next to the Windows Start button and enter
    Internet Options
    .
  2. Select
    Internet options
     from the menu.
  3. Go to the
    General
     tab:
    1. Select
      Settings
       from the
      Browsing history
       section.
    2. On the
      Temporary Internet Files
       tab:
    3. Select
      Every time I visit the webpage
      , then
      OK
      .
    4. Select
      Delete
       from the Browsing history section.
    5. Mark the
      Temporary Internet Files and website files
       and
      Cookies and website data
       checkboxes and clear every other option.
    6. Select
      Delete
      .
  4. Go to the
    Security
     tab:
    1. Select
      Trusted sites
      , then select
      Sites
      .
    2. Clear the
      Require server verification (https:) for all sites in this zone
       checkbox.
    3. In the
      Add this web site to the zone
       field, enter
      *.thomsonreuters.com
      ,
      *.engagementmanager.thomsonreuters.com
      ,
      *.onvio.us
       and
      *.gofileroom.com
      , then select
      Add
      .
    4. Re-mark the
      Require server verification (https:) for all sites in this zone
      , then select
      Close
      .
    5. Select
      Custom level
      .
    6. In the
      Reset custom settings
       drop-down list, select
      Low
      , then
      Reset
      .
    7. In the
      Settings
       list, enable
      Display mixed content
      , then select
      OK
      .
  5. Go to the
    Advanced
     tab:
    1. Mark the
      Use TLS 1.2
       checkbox.
    2. Select
      Apply
      , then
      OK
      .

Set up Google Chrome

To access GoFileRoom, Engagement Manager and Guided Assurance, each user's workstation must first be configured prior to their first sign in. Engagement Manager is not supported on Microsoft Edge. We recommend that you use Google Chrome.
Before you open Engagement Manager with Google Chrome, you need to configure the browser. Engagement Manager uses notifications, pop-ups, and redirects that Chrome can block automatically.
  1. Open Google Chrome.
  2. Select Customize and control Google Chrome to open the Chrome menu, then select
    Settings
    .
  3. Open
    Privacy and security
    , then select
    Site Settings
    .
  4. You can allow:
    • Notifications from [*.]engagementmanager.thomsonreuters.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This enables notifications to pop up when the user’s sign-in session is about to time out.
    • Additional permissions: Automatic downloads from [*.]engagementmanager.thomsonreuters.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This helps when viewing and editing documents.
    • Pop-ups and redirects from [*.]engagementmanager.thomsonreuters.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This allows files to be opened from Engagement Manager.

Engagement Manager with Microsoft Edge

Use these steps to set up Microsoft Edge for Engagement Manager.
  1. Open Microsoft Edge.
  2. Select Settings and more to open the browser menu and select
    Settings
    .
  3. Select
    Cookies and site permissions
    , then
    Manage and delete cookies and site data
    .
  4. In the
    Allow
     section, select
    Add
    .
  5. Enter each site and use
    Add
     to save:
    • [*.]engagementmanager.thomsonreuters.com
    • [*.]onvio.us
    • [*.]gofileroom.com
  6. Select
    Cookies and data stored
     to go back to the previous screen, then
    Notifications
    .
  7. In the
    Allow
     section, select
    Add
    .
  8. Enter [*.]engagementmanager.thomsonreuters.com and select
    Add
    .
  9. Select
    Site permissions
     to go back to the previous screen, then
    Pop-ups and redirects
    .
  10. In the
    Allow
     section, select
    Add
    .
  11. Enter each site and use
    Add
     to save:
    • [*.]engagementmanager.thomsonreuters.com
    • [*.]onvio.us
    • [*.]gofileroom.com

Install GoFileRoom Add-In

If you have administrative privileges, you can follow these steps to install the GoFileRoom Add-In.
To install the GoFileRoom Add-In:
  1. If .NET 4.0 Framework (or higher) is not installed, download and install Microsoft .NET 4.0 from the Microsoft website.
  2. Select your name on any GoFileRoom screen, then select
    GoFileRoom Add-In
     from the dropdown list.
  3. After it downloads, right-click the
    GoFileRoom-Add-In.exe
     file, then select
    Run as administrator
    .
  4. The InstallShield Wizard will guide you through the remainder of the installation process. Select
    Finish
     to complete the installation. Select
    Yes
     to restart your computer.
  5. (Optional) The GoFileRoom Add-In lets you make a customized installation and control what components are going to be installed. While it’s recommended to perform a Complete installation, the Custom install is available for certain situations.
These are the commonly used features of the GoFileRoom Add-In:
  • Adobe Acrobat integrates GoFileRoom and Adobe functionality.
  • ControlPanel simplifies uploading and managing your files in GoFileRoom.
  • Microsoft Office integrates GoFileRoom and Microsoft Word and Excel functionality.
  • QuickLaunch lets you quickly launch and use GoFileRoom without having to sign in each time.
  • If licensed, ScanFlow fully integrates with GoFileRoom. ScanFlow leverages 100% accurate barcode and indexing features to scan large batches of documents quickly and accurately.

Install Engagement Manager Add-ins

Install the Engagement Manager Add-ins to use the functions that integrate with Microsoft Office applications.
  1. Find which version of Word or Excel you have installed:
    1. Open either Microsoft Excel or Word.
    2. Select
      File
       and choose
      Account
      .
    3. Select
      About Excel
       or
      About Word
      .
    4. Note if the version is 32-bit or 64-bit.
  2. Open Engagement Manager.
  3. Select
    Setup
    , then
    Downloads
    .
  4. In the Add-Ins section of the Downloads screen, choose the Office Client Add-In with the version that matches your installed version.
    • For 32-bit, select and download
      Office Client Add-In XX.X (32-bit)
    • For 64-bit, select and download
      Office Client Add-In XX.X (64-bit)
      .
  5. Run the installation file.
    If you receive an error that the Visual Studio 2010 Tools for Office Runtime is not installed, download and install it component from the Microsoft Download Center for Visual Studio Tools 2010.
  6. Choose your region in the End-User License Agreement:
    • Select
      Americas
       for the U.S.
    • Select
      EMEA
       for the U.K.
    By choosing the wrong region, then you can't sign in with your username and password properly from the add-in. There is also a server.config file at
    C:\program files\thomsonreuters\engagementmanager\office
     that will either say UKPROD or PROD.

Install the Engagement Manager Link

The purpose of the Engagement Manager Link is to interact with other applications installed on your local computer. This includes:
  • Signing into the Engagement Manager Client Office Addins seamlessly when signing into Engagement Manager.
  • Launching the SMART Practice Aids application to set up a new engagement, edit an existing engagement, or edit a smart document.
  • Opening a new Outlook message if you are right-clicking on a document and choosing to email via Outlook.
  • Choosing
    Add Workpaper
     from Guided Assurance, when you subscribe to the desktop version of Checkpoint Tools, or rolling forward Checkpoint Tools documents using the desktop version.
To install the Engagement Manager Link:
  1. Open Engagement Manager.
  2. Select
    Setup
     and select
    Downloads
    .
  3. Select
    Engagement Manager Link
     and download the installation file.
  4. Select the installation file to run it and follow the steps in the wizard to install the Engagement Manager Link.

Install the Dynamic Web TWAIN scanner

install the Dynamic Web TWAIN to scan workpapers into an engagement binder.
  1. Open Engagement Manager.
  2. Select
    Setup
     and select
    Downloads
    .
  3. Select
    Dynamic Web TWAIN
     and download the installation file.
  4. Select the installation file to run it and follow the steps in the wizard to install the tool.
  5. On the Optional add-on features for Web TWAIN SDK screen, leave the fields blank and select
    Skip
    .

This article applies to:

  • Product: Engagement Manager
  • Subject: Setup
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