Requirements for Internet Explorer/automation browser/custom dialog

Summary

In order for a process to be able to interact with Internet Explorer/automation browser or a custom dialog, you will need to modify some of the Internet Explorer settings. By default, Internet Explorer comes with security settings enabled that do not allow an external application to control it.

How to modify Internet Explorer settings

To change this, perform the following steps:

  1. Open the Internet Options dialog in Internet Explorer and click on the "Security" tab:

    How to configure internet security options in Internet Explorer

  2. Select the "Internet" zone and UNCHECK the "Enable Protected Mode" checkbox:

    How to change protected mode settings in Internet Explorer

  3. Select the "Local intranet" zone and UNCHECK the "Enable Protected Mode" checkbox:

    How to change local internet settings in Internet Explorer

  4. Select the "Trusted Sites" zone and UNCHECK the "Enable Protected Mode" checkbox:

    How to change trusted site settings in Internet Explorer

Finally, click the OK button and restart Internet Explorer. You will now be able to control both Internet Explorer for automating all kinds of web sites and web applications and the custom dialog.

How to configure Internet Explorer/automation browser/custom dialog for servers

If you have your robot installed on a Server, then note the following:

Windows Servers have the "Internet Explorer Enhanced Security Configuration" (IEESC for short) feature turned "On" by default, which prohibits the processes from properly launching an Internet Explorer / the automation browser or working with a custom dialog.

Likewise, as long as the IEESC feature is "On" any and all web-automation actions will too fail to work as intended. Moreover, the design-time web helpers of the aforementioned actions will not work either as long as the IEESC feature is "On".

In order to be able to overcome the above, you would have to change the security configuration as per the screenshots below in 3 small steps.

  1. Open the "Server Manager" and go to "Local Server"

    How to update local security configuration in server manager

  2. Click on the "IE Enhanced Security Configuration"

    How to update security configuration in server manager

  3. Both for administrators and users select the "Off" radio button and click "OK".

You will now be able to interact with both Internet Explorer and the custom dialog through your robot.