PI Software Technical Recommendations

This article serves as a guide to help ensure the best possible results when using the PI software. Some companies have heightened IT or email security policies (typically, but not limited to banks, financial institutions, and other high-security firms) that require a few extra steps to avoid errors in the software, or prevent PI software-related emails from being delivered. There are also recommended web browsers.

Safelisting of PI’s URLs and email servers is to be completed by your internal IT team; these actions are not performed from within the PI software. Safelisting is a process which allows website access for designated URLs (shared below) to prevent access issues or other errors related to your company’s unique network settings.

Safelisting URLs

The Predictive Index software utilizes several URLs. In order to prevent errors, and provide the best possible experience with the PI software, we recommend clients who may have strict IT security policies have their IT department safelist the PI URLs, found below:

Adding *.predictiveindex.com would be the best solution, as it would cover all PI URLs. 

If that is not possible, here is a list of all PI URLs that should be added to ensure access and limit errors:

Email Servers

The Predictive Index software sends emails from several places. Per our SPF record for the predictiveindex.com domain, emails are sent from several hosted cloud systems without dedicated IP addresses. Email servers typically look at the SPF records for incoming email to make sure the email is coming from an approved source. To ensure delivery all of all PI software-related emails, please ensure your IT team has safelisted the following, as email from predictiveindex.com will come from one of the below clustered environments:

– 192.254.123.39
– predictiveindex.com
– mailer.predictiveindex.com
– outbound.research.net
For safelisting, having a user add the domains above to their safelist would be the broadest way to allow emails from us.

Due to their native compatibility settings, for best results with the PI software, please use Google Chrome or Mozilla Firefox as your browser. 

Clearing Your Cache

If you are having difficulties logging in or accessing features within the software, it could be related to your browser cache. If you clear your browser cache, this should resolve the issue for you.

Below are the steps to take to clear your browser cache:

In Google Chrome: 

1.    On your computer, open Chrome.
2.    At the top right, click on the 3 dots menu
3.    Click More tools > Clear browsing data.
4.    At the top, choose a time range. To delete everything, select All time.
5.    Next to “Cookies and other site data” and “Cached images and files,” check the boxes.
6.    Click Clear data.
7.    Close all browser windows and re-open a new window

In Mozilla Firefox:

1. Select the Menu Button
2. Select Options
3. Select Privacy & Security
4. Under Cookies and Site Data, select Clear Data
5. Close all browser windows and re-open a new window

In Safari:

1. Select Safari
2. Select Preferences
3. Select the Advanced tab
4. Select Show Develop menu in menu bar located in the bottom
5. Select Develop (to the right of where the Safari button is)
6. Select Empty Cache
7. Close all browser windows and re-open a new window

In Microsoft Edge:

1. At the top right, click on the 3 dots menu
2. Select Settings
3. On the left menu, select “Privacy, Search, and Services”
4. Under Clear Browsing Data, press “Choose what to clear” button
5. Change time range to “All Time”, then “Clear Now”

In Internet Explorer:

1. Select Tools (via the Gear icon)
2. Hover over Safety
3. Delete Browsing History
4. Ensure that both Temporary Internet Files and Cookies are selected
5. Select Delete
6. Close all browser windows and re-open a new window

Unable to Safelist

Setting up individual email client rule to prevent PI Software email notifications from going to spam/junk:

If the event that you are unable to safelist the above addresses and/or domains from your email service provider or your IT department is unable to do so, we suggest setting up an individual rule/filter within your email client to prevent our platform’s email notification from going to your spam/junk. This may also help you receive our platforms email notifications in the event you are not receiving them intermittently or not at all.  Please reference the following instructions on how to set up the email client rules/filters for your respective email client.

Gmail:
  1. In Gmail, look for the Gear icon towards the upper right of your browser
  2. Select Settings
  3. Towards the top, select the “Filters and Blocked Addresses” tab
  4. Scroll to the bottom of the page
  5. Select “Create a new filter”
    6 In the “From” field, please enter in [email protected]
  6. On the bottom right of that same window, select “Create filter”
  7. Check the option box that is labeled “Never send it to Spam”
  8. Select “Create filter” to complete the setup
  9. Repeat rule creation but this time replace [email protected] with
    @predictiveindex.com
Outlook (Windows):
  1. Within Outlook, under Home, select “Rules
  2. Select “Manage Rules & Alerts”
  3. Select “New Rule”
  4. Select “Apply rule on messages | receive”
  5. Check box next to “from people or public group”
  6. In Step 2 box, select highlighted “people or public group”
  7. In the From Field, enter in [email protected]
  8. Select Next
  9. Check box next to “move it to the specified folder”
  10. In Step 2 box, selected highlighted “specified”
  11. Select Inbox
  12. Name your new rule
  13. Ensure the box labeled “Turn on this rule” has been checked.
  14. Select Finish
Outlook (Mac):
  1. Inside Outlook, select “Outlook” in the top left corner
  2. Select Preferences
  3. Select Rules
  4. With the Exchange option selected/highlighted, select the “+” icon on the bottom of the window to
    add a new rule
  5. Create new rule set with the following information (note: the two addresses you will be white listing
    will be @predictiveindex.com and [email protected]
Apple Mail:
  1. Inside Apple Mail, select “Mail” in top left corner
  2. Select Preferences
  3. Select the Rules tab
  4. Select Add Rule
  5. Complete rule set with the following information (note: the two addresses you will be white listing
    will be @predictiveindex.com and [email protected]
    Optional: Add [email protected] to your mac contacts. By default, Apple Mail does not
    send any emails to junk if the email address is in your mac contact address list.

 

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