SM Online Group Administration Technical Configuration & Testing O L G A.

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SM O nline G roup A dministration Technical Configuration & Testing O L G A OLGA

Transcript of SM Online Group Administration Technical Configuration & Testing O L G A.

Page 1: SM Online Group Administration Technical Configuration & Testing O L G A.

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Online Group Administration

Technical Configuration & Testing

O L G A

OLGA

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Verification

For optimal performance, please verify that the following are true:

– You are using a high speed internet connection (broadband)

• If you are not sure, please consult with your Computer Department

– Your computer’s operating system is Microsoft’s Windows 2000 or above

– You utilize Microsoft’s Internet Explorer for internet browsing

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Verification

Click here to run the automated Browser Check service…

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Verification

You will receive the above screen if your system passes all the tests.

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VerificationIf your system fails any of the tests, you will receive a message indicating the problem(s). Proceed with the presentation to see how to properly configure your system. Upon completion, please retry the Browser Check. If problems still persists, call Gardner & White Group Benefit Services for assistance.

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Window’s Operating System

• On your computer’s desktop

– Move your mouse to the “My Computer” icon and click the right button of the mouse

– Click on the displayed menu item labeled “Properties”• This displays the screen shown in the next slide

Make a note of the Operating

System and Service Pack

Level.

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Internet Explorer’s Version

• Open your Internet Explorer…

Click on the “Help” drop-down menu…

Click on the “About Internet Explorer” option…

Take note of the first 2 digits of the version number, in this case “6.0”…

and click the OK button.

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Pop-Up Blockers

This system utilizes Pop-Up technology.

Therefore…– IF your Operating System is “Windows XP”

– and IF the Operating Service Pack Level is “Service Pack 2”

– and IF you use Microsoft’s Internet Explorer

– and IF the Internet Explorer’s version is “6.0” or above

– and IF Pop-Up Blockers have been enabled on your Internet Explorer

– THEN you need to perform the following steps

– Otherwise, you may skip these steps by clicking here

Open the Internet Explorer…

Click on the “Tools” drop-down menu.

Select the “Pop-up Blocker” menu option…

then select the “Pop-up Blocker Settings…”

To display the “Pop-up Blocker Settings” dialog box.

Type *.gardnerwhite.com in the box provided…

and click the “Add” button…

to enable this website to utilize Pop-ups.

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Pop-Up Blockers

If you have any other known Pop-up Blockers installed on your system (i.e. Yahoo, Google, etc.), please make sure *.gardnerwhite.com is added as an allowed site.

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Security

Open the Internet Explorer…

Click on the “Tools” drop-down menu…

Select “Internet Options”…

click on the Security tab…

click on “Trusted Sites”…

click on “Sites…”

to display the “Trusted Sites” dialog box…

type *.gardnerwhite.com here… and click the

“Add” button…

to add this address as a Trusted Site to your computer.

Click the “OK” button.Click the

“OK” button.

Make sure this box is unchecked.

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Security

If you experienced any problems, or have any questions, regarding these configuration steps, please call the Group Benefit Services department of Gardner & White at (800) 347-5737 extension 626.

Your browser should now be ready to test the Online Group Administration system.

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Testing

To test the system, open the Internet Explorer…

On the address line, type https://secure.gardnerwhite.com...

and click the “Go” button.

Enter your Username…

and Password…

and click the “Login” button.

This screen is displayed while your data is retrieved from Gardner & White’s systems.

Verify that the data displayed on this screen is correct for your organization.

Click each tab to verify the appropriate screens are displayed…

Return to the “Invoice” tab…

and select a date from the “Previous Bill Payment Information” box.

Verify that the displayed information is correct.

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Testing

If you experienced any problems, or have any questions, regarding these testing steps, please call the Group Benefit Services department of Gardner & White at (800) 347-5737 extension 626.

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Congratulations

If you were able to successfully test the system, you are now ready to begin using the Online Group Administration system.