KBA-01047: Windows Workstation Setup Hints

Question:

How do I set up a new workstation to use sfPMS?

My Spitfire dashboard is not launching automatically when opening from Explorer. What do I need to do?

Answer:

sfPMS is a browser-based web application, so you can pick up a tablet and use the site almost instantly.  On Windows Workstations, some additional setup is required to enable high-end features and Microsoft Office integration such as

  • BFA – Budget, Forecast and Analysis
  • SOV Billing
  • Word and Excel editing with file version control

To accomplish this, you use Spitfire’s “sfDash” agent to use sfPMS.

Prerequisites

Checklist

The various instructions and examples here assume your site is located at https://try.spitfirepm.com/sfPMS.  You should substitute your own URL.  If your shop has a great IT administrator, they can accomplish much of this through global domain policy!

  • In Internet Explorer,
  • (Optional) Trust Spitfire’s Authenticode Certificate (KBA-01745) – this step is recommended for those using Global Domain Policy or VDI configurations
  • Enable Excel Trust (see below)

Intranet Zone and Trusted Sites

Internet Explorer allows windows integration only for sites that are named as part of your inTRAnet (think “internal”).

Open Internet Explorer and:Intranet Zone

  1. Click the settings gear.
  2. Click on Internet Options.
  3. Click on the Security tab.
  4. Click on the Local Intranet icon.
  5. Click on the Sites button.
  6. Click on the Advanced button.
  7. Type or paste the URL for your site.
  8. Click the Add button.
  9. Close the various dialogs.

Then repeat the steps above, but select the Trusted Sites icon and add *://ajax.googleapis.com and https://use.fontawesome.com

Jump Right In

Now that your zones are correct, going to http://try.spitfirepm.com/sfPMS should open sfDash automatically.  You can then use the gear in sfDash to prepare other features.  If sfDash does not open automatically, try adding /dashboard/app.publish/sfDash.application to your URL, for example:

http://try.spitfirepm.com/sfPMS/dashboard/app.publish/sfDash.application

V2020+ My Settings

From the web application, click your name and choose My Settings.  On the My Settings dialog, click the Client Session Information tab.  Then click the Set Up Device link.  See below.

sfDash – Settings Gear [V2019 and prior]

Once you are in sfDash (you don’t have to be logged into sfPMS), you can click on the gear to access its settings and configuration tools.

 

sfDashGear

Optionally, click Create Desktop Shortcut to place a convenient shortcut to open sfDash and your site onto your desktop.

Click Setup This Device to access the tools described below.

Set Up this Device

SetupThisDevice

  • The Office Integration button will be green if VS Tools for Office is detected.  Otherwise, click this button to add VSTO or see below.
  • sfPMS Trust adds various prerequisites to your computer.  In fact, it runs  Spitfire’s Prerequisite installer – the same as you may have done already if you followed the checklist above.
  • On Demand Tools downloads extra tools (such as BFA, SOV, and others) that are otherwise downloaded on demand.  It is much easier and faster for the software to be updated on demand than to deploy them the first time, so using this button saves time later.

VS Tools for Office (VSTO)

Microsoft Visual Studio Tools for Office (VSTO) must be added after Office is installed.  Sometimes our prerequisite installer is not able to do the job.  You can install this Microsoft component directly from Microsoft’s page.

Excel Trust

Microsoft sometimes releases updates that lock down Excel add-ins.  Our Add ins for Excel are digitally signed, but you need to trust signed add-ins so they can run.  See KBA-01519.

Google Chrome

If you just want to use the device to check on and update a few things and do not need integration with Microsoft Office, give Chrome a try.  You’ll be logged into sfPMS in seconds—no extra setup required!   You can also configure the workstation to use sfDash even though Chrome is the default browser (KBA-01645).  You might also benefit from a Chrome extension to make it easy to open sfDash from Chrome on an as-needed basis (KBA-01557).

Additional Comments:

Some antivirus software sometimes blocks sfDash because it communicates with the Internet.  The application is digitally signed, and hash verified by Clickonce deployment.  Go ahead and trust it.

If errors persist, try a reboot.


KBA-01047; Last updated: June 29, 2020 at 15:48 pm