Configure Security in Windows XP and Vista

To configure appropriate security for CTI Navigator in Windows XP and Vista, first open the Windows Control Panel. 

  1. Select Internet Options
    • Click the Security tab > select Trusted Sites > click Sites button > un-check "Require server verification (https:)... " > click in the "Add this website to the zone" box and type ctimls.com > click the Add button > click the close button. 
    • Click the Privacy tab:
      1. Click the Sites... (or Edit) button > in "Address of Web Site" box type ctimls.com > click Allow button > click OK button.
      2. Click the Advanced button (not Advanced tab) > check "Override automatic cookie handling" > click "Always allow session cookies > leave "First-party cookies" selected as "Accept" > {Third -party cookies can be Accept, Block, or Prompt} > click OK button.
      3. If available, check "Block Popups"> click the Settings button >  in the "Address of Site to Allow" box type ctimls.com > click Add button > click Close button > click OK button on Privacy tab screen.
    • Click the Connections tab: 
      1. If your Internet connection is broadband (DSL, cable or fiber-optic), click the LAN Settings button. If your Internet connection is dial-up, click the Settings button (beneath the Remove... button).
      2. Clear (un-check) all boxes under Automatic Configuration
      3. Clear (un-check) all boxes under Proxy Service > click OK.
    • If you have enabled the Content Advisor in Internet Options, click the Content tab 
      1. In the Content Advisor section, click Settings
      2. Click the Approved Sites tab
      3. In the "Allow this Web site" box type ctimls.com
      4. Click the Always button and then click OK.
  2. Select Windows Firewall (in Windows XP this firewall is available only if Service Pack 2 or later has been installed)
    • In Windows Vista, click "Change settings" in the right pane (or "Allow program through Windows Firewall" on the left pane)
    • In both XP and Vista, click the Exceptions tab: 
      1. Click Add Program button > select CTI Navigator in the list of programs > click OK button
      2. Click Add Program button again
        • select Update Manager if it is displayed in the list of programs > click OK button. If Update Manager is not in the list of programs: 
        • select Browse button > change "Look in" progressively to C:\Program Files\Cti Navigator > click on CTIUpdateManager.exe > click Open button > click OK button. [Note: adding the CTI Update Manager is not always necessary, but should be included to ensure that CTI Navigator updates will be allowed through the firewall.]
      3. To turn on the Windows firewall, click the General tab, select ON and click the OK button. To avoid security conflicts, only one firewall should be active at a time (i.e., run only the Windows firewall or a third-party firewall, but not both simultaneously).
Note that these settings in Windows will not override security settings in third-party programs (such as Norton, McAfee, or ZoneAlarm firewalls) which may need to be similarly configured. If a third-party security program is installed on your computer and it blocks CTI Navigator's Internet functions, see the appropriate related article below or contact the vendor of the security program for instructions on how to configure their program to always allow CTI Navigator.exe (and CTIUpdateManager.exe) to access http://ctimls.com.

User Account Control (UAC) in Windows Vista 

User Account Control (UAC) is a new security feature in Windows Vista designed to prevent accidental or unauthorized system changes (such as by spyware or malware). However, sometimes it may be necessary to temporarily disable UAC (such as to allow a trusted helper like CTI to remotely troubleshoot security issues and/or make changes to your computer's settings). 

After desired assistance and changes have been completed, Microsoft strongly recommends re-enabling UAC (see note 2). Leaving UAC disabled lowers your system security level and essentially causes Windows Vista to revert to the user security mode of Windows XP. 

To disable UAC in Windows Vista:

  1. *Click Start > All Programs > Accessories > Run > type msconfig in the Open text box > click OK  [or see note 1]
  2. Click the Tools tab on the System Configuration screen
  3. Scroll down under the Tool Name column and click to highlight Disable UAC 
  4. Click the Launch button
  5. After the message "The operation completed successfully" displays in a black screen, click Windows Screen Close "X" to close the black screen.
  6. Click the OK button to close the System Configuration screen.
  7. Re-start Windows.

*Note 1: An alternative way to open System Configuration (step 1) is Start > Control Panel > Administrative Tools > double-click on System Configuration.

Note 2: To re-Enable UAC, follow the above steps except click "Enable UAC" in step 3.

Note 3: Disabling UAC will also disable Vista's special "Protected Mode" in Internet Explorer 7. 

Related articles and Internet links:

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{rev. 05.14.08}