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Desktop Client Installation Guide - the Bridger Insight Customer

1. Friday excluding major U S holidays Support is offered in English through all standard support channels Client Services The Client Services website provides access to related documentation knowledge base articles eLearning modules and Web based support https support bridgerinsight lexisnexis com Using your product code create a Client Services account to Search the knowledge base and request notifications of article updates Submit track and update your product questions Set up a profile of search defaults and contact information Download software installation and upgrade executables Download manuals white papers and training guides Take eLearning courses Training There is BIXG training offered at no additional cost These instructor led web trainings and eLearning modules are available at the Client Services website https support bridgerinsight lexisnexis com ClientServices content training aspx 4 1 Ice Desktop Client Installation Guide 7 Lex S Nexi S Confidential and Proprietary Interface Overview Users can access Bridger Insight XG through Smart Clients and Browser Clients Each interface is designed to balance user needs with security maintenance and training considerations As an administrator take these considerations into account when deciding the appropriate interface for your users Smart Clients Smart Clients are full featured Windows based interfaces installed on cl
2. S Nexi S Confidential and Proprietary Modify the NET Framework file on each computer in a text editor a Open the NET Framework file For 32 bit operating systems the default path is C Windows Microsoft NET Framework v4 0 30319 Config machine config For 64 bit operating systems the default path is C Windows Microsoft NET Framework64 v4 0 30319 Config machine config b Search for the lt system net gt tag c Replace all information from lt system net gt to lt system net gt with lt system net gt lt defaultProxy enabled true useDefaultCredentials true gt lt proxy usesystemdefault true bypassonlocal true gt lt defaultProxy gt lt system net gt If this system net tag is not present add this text to the end of the file Lexis Nex S Desktop Client Installation Guide 20 Confidential and Proprietary
3. these services For more information on these due diligence services contact your sales representative For more information on optional due diligence services see the Due Diligence Service Manual For more information on World Check see the following knowledge base article on Client Services at https support bridgerinsight lexisnexis com clientservices content faq aspx id 743 4 1 Ice Desktop Client Installation Guide 3 Lex S Nexi S Confidential and Proprietary About This Guide References to other sections of this document may be active hyperlinks You can click on the link to take you to the referenced section You will find information and instructions on performing tasks in BIXG For errors troubleshooting alternative functionality and the most up to date product changes see the Bridger Insight knowledge base available on the Client Services website at https support bridgerinsight lexisnexis com You can also access a glossary defining industry and commonly used terms on the Client Services website at https support bridgerinsight lexisnexis com clientservices content faq aspx id 1482 To learn more about new and updated features in BIXG see the release notes at https support bridgerinsight lexisnexis com clientservices content faq aspx id 1475 A Help system is available from within the application Press Fi to view a Help page associated with the window you are viewing Audience Personnel responsibl
4. Desktop Client In This Guide Installation Guide Bridger Insight XG LexisNexis Bridger Insight XG 4 0 page 3 e About This Guide page 4 Support and Resources page 6 Interface Overview page 8 Confidential and Proprietary 12September2012 Smart Cli ents page 8 Browser Cli ents page 10 Windows Regional Set tings page 12 Initial Setup page 14 Smart Client Installation page 16 Browser Cli ent Setup page 19 4 1 Ice Desktop Client Installation Guide 1 Lex S Nexi S Confidential and Proprietary LexisNexis Risk Solutions shall not be liable for technical or editorial errors or omissions contained herein The information in this publication is subject to change without notice and is provided WITHOUT WARRANTY OF ANY KIND THE ENTIRE RISK ARISING OUT OF THE USE OF THIS INFORMATION REMAINS WITH RECIPIENT IN NO EVENT SHALL LEXISNEXIS RISK SOLUTIONS FL INC BE LIABLE FOR ANY DIRECT CONSEQUENTIAL INCIDENTAL SPECIAL PUNITIVE OR OTHER DAMAGES WHATSOEVER INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION OR LOSS OF BUSINESS INFORMATION EVEN IF LEXISNEXIS RISK SOLUTIONS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES The limited warranties for these products and services are exclusively set forth in the license agreement or other agreements accompanying such products or services Nothing herein should be construed as constituting a further or add
5. a Browser Client using a client ID user ID and password via a URL This information is provided by the product administrator For information on how to use the interface see the Browser Client User Manual Before any users can log in to Browser Clients the product administrator must set up user accounts through a Smart Client For more information on user accounts see the Smart Client User Manual Users section Access a Browser Client 1 Inan Internet Explorer browser enter the URL provided by your administrator 2 Onthe Bridger Insight XG Login page log in to the Browser Client If you receive a proxy authentication error see Proxy Authentication Error on page 19 Proxy Authentication Error If your organization is using a proxy server you may encounter a proxy authentication error when installing or accessing a Smart Client or Browser Client There are several options that may resolve the error including Modify your proxy server settings to allow BIXG related traffic Change the outbound web proxy server to not require authentication for the Smart Client https bridgerinsight lexisnexis com smartclient https bridgerinsight2 lexisnexis com smartclient Or for the Browser Client https bridgerinsight lexisnexis com browserclient https bridgerinsight2 lexisnexis com browserclient Detailed steps for this procedure vary depending upon the proxy software in use 4 1 Ice Desktop Client Installation Guide 19 Lex
6. ance French Luxembourg French Monaco French Switzerland Frisian Netherlands FYRO Macedonian Galician Hebrew Israel Icelandic German Austria German Germany German Liechtenstein German Luxembourgh German Switzerland Indonesian Desktop Client Installation Guide 12 Confidential and Proprietary Irish Ireland isixhosa South Africa isiZulu South Africa Italian Italy Italian Switzerland Japanese K iche Guatemala Kiswahili Kenya Luxembourgish Luxembourgh Malay Brunei Darussalam Malay Malaysia Maltese Maori Mapudungun Chile Northern Sotho Occitan France Polish Portuguese Brazil Portuguese Portugal Quechua Ecuador Quechua Peru Romanian Romansh Switzerland Sami Inari Finland Sami Northern Finland Sami Northern Sweden Sami Lule Sweden Sami Skolt Finland Sami Southern Sweden LexisNexis Scottish Gaelic United Kingdom Serbian Cyrillic Serbian Cyrillic Bosnia and Herzegovina Serbian Latin Serbian Latin Bosnia and Herzegovina Sesotho sa Leboa South Africa Setswana South Africa Slovak Slovenian Spanish Argentina Spanish Bolivia Spanish Chile Spanish Colombia Spanish Costa Rica Spanish Dominican Republic Spanish Ecuador Spanish El Salvador Spanish Guatemala Spanish Honduras Spanish Mexico Spanish Nicaragua Spanish Panama Spanish Para
7. d Proprietary Support and Resources Support and resources are available to help you make the most of Bridger Insight XG BIXG Technical Support Standard technical support is included at no additional cost with the BIXG annual fee Premier Support is also available at an additional cost For more information contact your sales representative To access the knowledge base Live Chat Ask a Question and other support services you must first register for a free Client Services account at https support bridgerinsight lexisnexis com Live Chat Support Chat with one of our customer support representatives Available 8 a m 8 p m Eastern Time UT 4 5 Monday Friday excluding major U S holidays United States Phone Support Phone Number 1 800 915 8930 Available 8 a m 8 p m Eastern Time UT 4 5 Monday Friday excluding major U S holidays United Kingdom Phone Support Phone Number 08 08 234 9605 Available 9 a m 1 a m UT Monday Friday excluding major U S holidays Asia Phone Support e Singapore 65 6349 0122 e Japan 65 6349 0192 or 00531 65 0560 4 1 Ice Desktop Client Installation Guide 6 Lex S Nexi S Confidential and Proprietary e Hong Kong 65 6349 0193 or 800 965 201 e China 65 6349 0194 or 400 120 2367 Available 9 a m 6 p m Singapore time UT 8 Monday Friday excluding major holidays Other Areas Phone Support Phone Number 1 406 556 3055 Available 9 a m 1 a m UT Monday
8. e following components Windows Installer 4 5 Please read the following license agreement Press the page down key to see the rest of the agreement MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT WINDOWS INSTALLER VERSION 4 5 These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them They apply to the software named above which includes the media on which you received it if any The terms also apply to B View EULA for printing Do you accept the terms of the pending License Agreement If you choose Don t Accept install will close To install you must accept this agreement DartAccen If the BridgerInsight Setup window displays a Read the license agreement b Click Accept c Onthe User Account Control dialog box click Yes A If the user does not have administrative privileges on the client machine cancel the setup and then have a user with administrative privileges on the machine install NET Framework The user who will log in and use BIXG should log in and restart these steps to install the Smart Client under their network ID i 1 Ice Desktop Client Installation Guide 17 W Lexis Nexi S Confidential and Proprietary 6 BridgerInsight Setup For the following components Microsoft NET Framework 4 Client Profile x86 and x64 Please read the following license agreement Press the page down key to see the
9. e for installing accessing and setting up Bridger Insight XG Smart Clients and Browser Clients should use this guide Conventions To give instruction we use the following conventions to relate information 4 1 ice Desktop Client Installation Guide 4 Lex S Nexi S Confidential and Proprietary Instruction Steps The steps necessary to complete actions in BIXG are provided in this document These instructions may include the results of the actions or other information to keep in mind as you complete the steps Text you should enter is shown in a different font For example Type BridgerInsightxG in the Database field Right click menus are only described in instructions if they are the only means of performing a task The following is an example of steps Sample Steps 1 Click Print Report The Watchlist Report is displayed in a Report Preview window 2 Click Print Notes and Warnings This is a note icon It precedes helpful information A Thisisa warning icon It precedes information to help prevent you from negatively affecting your BIXG system or processes Documentation Suggestions Your suggestions for document improvement are welcome Send comments or suggestions via email to TechnicalPublications lexisnexis com Or mail comments or suggestions to Technical Publications LexisNexis 1819 S 22nd Avenue Bozeman MT 59718 USA 4 1 ice Desktop Client Installation Guide 5 Lex S Nexi S Confidential an
10. ew and process alerts Browser Clients allow you to limit the functionality available to your users This helps your organization reduce training costs and increase your system security Browser Client Requirements The following are Browser Client hardware software and settings requirements Browser Client Requirements RAM 512 MB Operating System One of the following e Windows 7 e Windows Vista SP1 or later e Windows XP SP2 or later Other Settings Pop up blockers must be turned off r 1 ice Desktop Client Installation Guide 11 Lexi S N exl S Confidential and Proprietary Windows Regional Settings The following Windows regional settings are supported for Smart Clients and Browser Clients Albanian Alsatian France Armenian Armenia Azeri Cyrillic Azeri Latin Basque Belarusian Bosnian Cyrillic Bosnia and Herzegovina Bosnian Latin Bosnia and Herzegovina Breton France Catalan Chinese Hong Kong S A R Corsican France Croatian Croatian Bosnia and Herzegovina Czech Danish Dutch Belgium Dutch Netherlands English Australia English Belize English Canada English Caribbean English Ireland English Jamaica English New Zealand LexisNexis English Philippines English South Africa English Trinidad English United Kingdom English United States English Zimbabwe Estonian Faroese Finnish French Belgium French Canada French Fr
11. exis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc used under license Bridger Insight is a trademark of LexisNexis Risk Solutions Inc FraudPoint and InstantID are registered trademarks of LexisNexis Risk Solutions Other products and services may be trademarks or registered trademarks of their respective companies 2012 LexisNexis Risk Solutions All rights reserved 4 1 ice Desktop Client Installation Guide 2 Lex S Nexi S Confidential and Proprietary Bridger Insight XG LexisNexis Bridger Insight XG helps your organization reduce risk by checking your input data against standard watchlists You can manage your processing using workflow case management and reporting features You can also purchase access to optional services to perform enhanced due diligence Optional Due Diligence Services Depending on your product choice you may have access to these optional due diligence services e LexisNexis Anti Money Laundering Solutions for U S clients only e LexisNexis FraudPoint Score LexisNexis InstantID LexisNexis InstantID International e LexisNexis News e Lexis Diligence for non U S clients only World Check Optional due diligence services are available at an additional cost Each service is distinct from BIXG and requires your organization to sign a separate agreement and in some cases to meet additional credentialing requirements prior to accessing
12. ftware to Depending on your business needs Manage Reports e To view reports in PDF format Adobe Reader e To view reports in Microsoft Excel format Excel or other compatible software e To save completed internal suspicious activity reports Adobe Acrobat Other Settings 1024x768 or higher screen resolution with 96 DPI TCP IP network access Port available for network access 8085 is the recommended default For client machines hosting Smart Clients the Everyone account in the MachineKeys folder needs these permissions e Windows XP create files write data write attributes and write extended attributes e Windows 7 Read amp execute list folder contents read and write Users must have administrative rights to install Bridger Insight XG and some of the required supporting software Users accessing Smart Clients via ClickOnce deployment must have permission to write to their user profile Browser Clients Browser Clients are Web based interfaces accessed through Microsoft Internet Explorer Browser Clients are only available if your organization has purchased this component The ability to simply distribute a URL to users reduces the IT overhead required for maintaining installed software Browser Clients allow users to Set required search fields Create predefined searches e Perform real time searches a 1 Ice Desktop Client Installation Guide 10 Lex S Nexi S Confidential and Proprietary Vi
13. guay Spanish Peru Spanish Puerto Rico Spanish Spain Spanish Uruguay Spanish Venezuela Swahili Desktop Client Installation Guide 13 Confidential and Proprietary Swedish Uyghur PRC e Swedish Finland Uzbek Cyrillic Tamazight Latin Algeria Vietnamese Vietnam Tatar e Welsh e Tswana Wolof Senegal Turkish e Xhosa e Ukrainian Yoruba Nigeria Urdu Islamic Republic of Pakistan Zulu Initial Setup Before users across your organization can access Bridger Insight XG a product administrator must 1 Allow write permissions to the MachineKeys folder if Smart Client users don t have administrative access to the folder 2 Install initial Smart Client 3 Create user accounts in the Smart Client 4 Install NET Framework 4 0 Client Profile on client machines if users don t have administrative access to client machines 5 Provide users with login credentials and URL access locations Once the initial setup is complete users can install Smart Clients on their computers or access Browser Clients via the provided URL If users with different Windows login credentials will access the Smart Client from the same machine each user must install a Smart Client instance Allow Write Permissions to MachineKeys Folder 1 Onthe machine hosting the Smart Client navigate to the MachineKeys folder A You must have administrative privileges to the folder to change the properties For Windo
14. ient machines Use Smart Clients to e Perform real time or batch searches Process alerts and manage the results database Create system wide alert inbox filters Set required search fields Create predefined searches Create management reports Configure system settings and optional Automatic Batch e Maintain accept lists the White List and custom watchlists Manage user access e Monitor system history This interface is best for users who must perform batch searching and administrative tasks in addition to real time searching and alert processing Smart Client Requirements The following are Smart Client hardware software and settings requirements 4 1 Ice Desktop Client Installation Guide 8 Lex S Nexi S Confidential and Proprietary Smart Client Software and Hardware Requirements RAM Administrative users 1 GB Machines performing batch searches 1 GB End users 512 MB Operating System One of the following Windows 7 Windows Vista SP1 or later Windows XP SP2 or later Windows Server 2008 32 bit Windows Server 2008 R2 Windows Server 2003 SP2 or later P 1 ice Desktop Client Installation Guide 9 W Lexi S Nexi S Confidential and Proprietary Smart Client Software and Hardware Requirements Continued Third party Software in NET Framework 4 0 Client Profile x86 and x64 InstallShield Wizard Windows Installer 4 5 5 0 can also be used but is not provided Third party So
15. itional warranty Due to the nature of the origin of public record information the public records and commercially available data sources used in reports may contain errors Source data is sometimes reported or entered inaccurately processed poorly or incorrectly and is generally not free from defect This product or service aggregates and reports data as provided by the public records and commercially available data sources and is not the source of the data nor is it a comprehensive compilation of the data Before relying on any data it should be independently verified The LexisNexis Bridger Insight XG LexisNexis FraudPoint Score LexisNexis InstantID LexisNexis InstantID International LexisNexis News LexisNexis Anti Money Laundering Solutions Lexis Diligence and LexisNexis Red Flags Rule Report services are not provided by consumer reporting agencies as that term is defined in the Fair Credit Reporting Act 15 U S C 1681 et seq FCRA and do not constitute consumer reports as that term is defined in the FCRA Accordingly the Bridger Insight XG FraudPoint Score InstantID InstantID International LexisNexis News Anti Money Laundering Solutions Lexis Diligence and Red Flags Rule Report services may not be used in whole or in part as a factor in determining eligibility for credit insurance employment or another purpose in connection with which a consumer report may be used under the FCRA Lexis LexisN
16. rest of the agreement MICROSOFT SOFTWARE SUPPLEMENTAL LICENSE TERMS MICROSOFT NET FRAMEWORK 4 FOR MTCROSOFT WINDOWS OPFRATING Sa B View EULA for printing Do you accept the terms of the pending License Agreement If you choose Don t Accept install will close To install you must accept this agreement Don t Accept 6 Onthe Application Install Security Warning window click Install If you receive a proxy authentication error see Proxy Authentication Error on page 18 7 Onthe Bridger Insight XG Login window log in to the Smart Client See the Smart Client User Manual Log In Overview section 8 Ifyou are the product administrator deploying the first Smart Client a Create user accounts b Send to the appropriate staff e User credentials e ClickOnce URL For more information see the Smart Client User Manual Users section If you need to distribute information regarding the Browser Client see Browser Client Setup on page 17 9 To access a Smart Client a Click Start b Select Programs gt LexisNexis gt Bridger Insight XG 4 1 Ice Desktop Client Installation Guide 18 Lex S Nexi S Confidential and Proprietary For information on how to use the interface see the Smart Client User Manual To create a shortcut to BIXG follow the path in this step Instead of left clicking on Bridger Insight XG right click and select Send to gt Desktop create shortcut Browser Client Setup Users access
17. st updated version of BIXG As a client machine accesses the BIXG server ClickOnce technology verifies the product versions on the server and client machine are the same If they are not the same the Smart Client updates itself automatically Install a Smart Client 1 In an Internet Explorer browser enter the BIXG Smart Client ClickOnce URL provided by your administrator 2 Onthe BIXG website click Install The website displays the name version and publisher of the software In addition the website provides hyperlinks to Smart Client requirements Bridger Insight Technical Support and to a website for ClickOnce and NET Framework 3 Onthe File Download dialog box click Run You can also save the setup exe and double click it to begin the installation If an Internet Explorer Security Warning dialog box opens click Run 4 Ifthe BridgerInsight Setup window displays to install Windows Installer 4 5 a Read the license agreement b Click Accept c Onthe User Account Control dialog box click Yes A If the user does not have administrative privileges on the client machine cancel the setup and then have a user with administrative privileges on the machine install Windows Installer The user who will log in and use BIXG should log in and restart these steps to install the Smart Client under their network ID 4 1 Ice Desktop Client Installation Guide 16 Lex S Nexi S Confidential and Proprietary is BridgerInsight Setup For th
18. ws XP the default path is C Documents and Settings AllUsers ApplicationData Microsoft Crypto RSA MachineKeys i 1 Ice Desktop Client Installation Guide 14 W Lex S Nexi S Confidential and Proprietary For Windows 7 the default path is C ProgramData Microsoft Crypto RSA MachineKeys Right click the folder and select Properties For Windows XP a Select the Security tab b Click Advanced c Select the Everyone account d Click Edit For Windows 7 a Select the Security tab b Click Edit c Select the Everyone account For Windows XP select Allow for these permissions e Create files write data e Write attributes e Write extended attributes For Windows 7 select Allow for these permissions e Read amp execute e List folder contents e Read e Write Other permissions previously allowed can remain For Windows XP click OK and close the remaining dialog boxes For Windows 7 a Click Apply b On the Security tab of the MachineKeys Properties dialog box click Advanced c Onthe Advanced Security Settings for MachineKeys dialog box select the Replace all child object permissions with inheritable permissions from this object check box d Click OK and close the remaining dialog boxes 4 1 Ice Desktop Client Installation Guide 15 Lex S Nexi S Confidential and Proprietary Smart Client Installation Install Smart Clients on client machines using ClickOnce deployment This technology ensures all client machines access the mo

Desktop Client Installation Guide - the Bridger Insight Customer

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