Setup Your Laptop to use the Project Workbench

Prior to using the Project Workbench, users must perform an initial setup. Each user who wishes to work offline must complete these activities on his/her laptop prior to disconnecting from the network. All of these activities are one-time events and should take no more than 15 - 20 minutes to complete.

1. Login to the Governance Portal while connected to the network.
2. Click the Offline Workbench context from the context menu.
3. The first time you click the Connect to Project Workbench icon you will be prompted to perform the following activities:
   • Install Silverlight

     Microsoft Silverlight is the technology that supports the interactive features of the Audit Workbench while working offline. This is a one-time activity and takes approximately 2-5 minutes depending on your connectivity.

     1. Click Install Microsoft Silverlight.
     2. Click Run from the File Download window.
     3. Click Run from the security window.
     4. Click Install Now.
     5. Click Close.

     If you are having troubles installing Silverlight, go to http://silverlight.net/.

     Note: You will not be prompted to install Silverlight if it is currently installed on your computer.

   • Increase cache size and create a favorite to access the Project Workbench Offline

     You must create a favorite in Internet Explorer to utilize the Audit Workbench offline. This is a one time activity and takes only a few minutes to complete.

     1. The first time you click Connect to Audit Workbench, you will be prompted with the following message:

        

     2. Click OK.
     3. A Microsoft Silverlight prompt will appear asking if you would like to increase available storage space on your computer. Click Yes.
     4. You will be prompted to add a favorite. Type a favorite name, choose the folder to create the favorite, and click Add.
4. If you are on a secure site (i.e. https://), you must install a local version of the Project Workbench on your computer (also called Out of Browser mode) in order to work offline. To do so:
   • Right-click anywhere in the screen and select Install Project Workbench Onto This Computer.
   • Click Install.
   • Close the Project Workbench and open the local version from the icon your desktop or Start Menu. You will use this local Out of Browser version at all times when working offline.

     Note: Client to server synchronization will not be automatic and have to be initiated in Out of Browser mode. See Synchronize Data from Computer to Server (C2S) for more information.

5. Close the window and reopen the Project Workbench using the favorite you created.
6. Once the installation is complete, you can synchronize your data in order to use the Project Workbench offline.