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Avoiding ActiveX controls

There could be situations where a system does not allow downloads of ActiveX controls from vendors other than Microsoft. To ensure your application does not rely on any Pegasystems Inc. ActiveX controls, you can:

  1. Copy the standard portal rules WorkManager and WorkUser into an application ruleset (choosing new names to avoid affecting other applications).
  2. Open each copied portal rule. On the Options tab, clear the Download user OCX on load of portal? check box. Save the updated portal rules.
  3. In the access groups for workers and managers, reference the new portal rules.
  4. In your application design and implementation, exclude capabilities that require any of the ActiveX controls listed above. For example, some reports available from the User portal include the Export to Excel button, which depends on prImportManagerOCX. You can copy and override the standard report definition, turning off this option.