Advanced Connection Settings

Set up advanced communications settings. The default settings allow the software to work through most firewall configurations but certain environments may require changes.

»To set up advanced connection settings:

For a new connection, click the Advanced Setting button on the second page of the Create New Server Connection wizard. To edit settings for an existing connection, point to a connection in the tree in the left panel, right-click the mouse and select Edit Properties from the shortcut menu, then click the Advanced Connection Settings button. Iasta SmartSource displays the Advanced Connection/Firewall Settings page with fields for setting up your Iasta SmartSource Connection to work with your company's environment.
When you are finished editing fields, you can click the Test button in the lower left corner to see if the current setting can create a successful connection.
Click Finish to save your settings and return to the Specify Parameters for Your Account page.

Fields in Advanced Connection/Firewall Settings

Communications Transport:

Use your Advanced Internet Explorer settings (recommended): Use your installed Internet Explorer and all of its proxy settings to communicate through your corporate firewall (if you have an installed firewall) with the Iasta SmartSource Server. This setting is recommended because it has the highest probability of working with the greatest number of network firewall configurations. In some cases, you may need to fill in your proxy server information.
Use the Basic Internet Explorer settings: Use a more basic implementation of your installed Internet Explorer. Only use this option if you encounter difficulties connecting with the Advanced Internet Explorer settings.
Use the Legacy Transport and specify your settings: Use to achieve backward compatibility with older versions of Internet Explorer. It may not work through certain non-transparent, authenticating firewalls.

Encryption: Select an encryption method. The methods are equally secure. The options are required for cases where firewall issues or corporate policy force the use of one or the other option.

SSL: Some firewall configurations or corporate policies require SSL encryption, your installed Internet Explorer and all of its proxy settings to communicate through your corporate firewall (if you have an installed firewall) with the Iasta SmartSource Server. This setting is recommended because it has the highest probability of working with the greatest number of network firewall configurations. In some cases, you may need to fill in your proxy server information.
Native: This is the default setting. All Iasta SmartSource Servers support Native encryption.

Proxy Server Address: If your firewall configuration requires it, enter the IP address of the proxy server.
Proxy Server Port: If your firewall configuration requires it, enter the port number of the proxy server.
Proxy Server User Name: If your firewall configuration requires it, enter a valid user name for logging on to the proxy server.
Proxy Server Password: If your firewall configuration requires it, enter the password for logging on to the proxy server.
Proxy Save: Place a check mark in this check box to save your Proxy Server user name and password.

NOTE: Please check with your IT staff regarding which settings are necessary for your network and firewall configuration. In most cases, you can have a successful connection to the Iasta SmartSource Servers without filling out these options. However, it may be necessary to fill out some of this information if you are using the Advanced or the Legacy transports. In some cases, you only need to fill out the Proxy Server Address and Port. If you have an authenticative firewall, you may need to fill out the user name and password for the proxy server here.