Upland Qvidian system requirements

The system requirements listed below are applicable to Upland Qvidian.

Client platform requirements

  Minimum Recommended
Processor

Microsoft Windows: Dual core, Intel i5, 2.5 GHz or higher

Apple Mac Mini: Dual-core Intel Core i5, 2.3 GHz or higher

Apple MacBook Air: Dual-core Intel Core i5, 1.7 GHz or higher

Microsoft Windows: Dual core, Intel i5, 3.2 GHz or higher

Apple iMac, MacBook Pro, or Mac Pro: Dual-core Intel Core i5, 2.5 GHz or higher
RAM 2 GB 4 GB

Required Hard Drive Space:

Qvidian Client Add-Ins (Windows only)

 16 MB 16 MB
Network Connection 10 Mbps LAN 100 Mbps LAN
Screen Resolution 1366 x 768 1366 x 768 or higher

Note: Upland Qvidian functionality is limited on a Mac. Users cannot download the Upland Qvidian legacy add-ins or access the Architecture icon on a Mac without a virtual PC.

Caution: Upland Qvidian functionality is not supported on a mobile device.

Operating system

  • Microsoft Windows 10 (32-bit or 64-bit editions)
  • Microsoft Windows 11 (32-bit or 64-bit editions)
  • macOS X High Sierra

Application software

Upland Qvidian’s Microsoft Office integration is not available for Apple Mac platforms. Users can use the Upland Qvidian add-in toolbars through VMware, Apple Boot Camp, Parallels or any other software that renders Windows 10 or 11.

  • Microsoft Word, PowerPoint, and Excel 2019 and up (32-bit or 64-bit editions).

For the selected application software, please note the following:

  • Microsoft Word, PowerPoint, and Excel applications’ macro security settings must be configured to allow and enable signed macros to use Upland Qvidian’s Microsoft Office automation and integration features.
  • Microsoft Core XML Services (MSXML) 6.0 with Service Pack 2 or higher applied.

Browser software

Technical support is available for all supported browsers, but Upland Qvidian does not fix defects related to older versions.

Note: Upland Qvidian only supports the latest versions of each internet browser.

Browser Improved
Drag & Drop		 Library Projects Technical
Support		 Defect Fix
Microsoft Edge (32 & 64-bit) Yes Yes Yes Yes Yes
Mozilla Firefox Yes Yes Yes Yes Yes
Google Chrome Yes Yes Yes Yes Yes
Apple Safari Yes Yes Yes Yes Yes

Setting Default Browser in Windows 11

  1. Select Settings from the Start menu.
  2. Go to Apps > Default Apps, and then click the browser currently listed under Web browser.
  3. Select your desired browser from the Choose an app menu.

Required Microsoft Edge configuration

  • Allow pop-ups from Upland Qvidian by selecting Always Allow when prompted the first time Upland Qvidian attempts to open a pop-up window or disable Block pop-ups setting.

For Upland Qvidian Library’s multiple files upload to be operational, it may be necessary to install Microsoft Silverlight or Adobe Flash Player Plug-in.

Required Firefox and Chrome configuration

  • Disable Block pop-up windows setting or configure exceptions for the Upland Qvidian URL.

For Upland Qvidian Library’s multiple files upload to be operational, it may be necessary to install Microsoft Silverlight or Adobe Flash Player Plug-in.

Required Safari Configuration

  • Disable Block pop-up windows setting.

Client installation

  • There is no client-side software installation required and no Java Runtime Environment (JRE) or ActiveX components required.
  • Upland Qvidian leverages Qvidian add-ins for Microsoft Office containing VBA scripting to achieve Office applications automation.

The Qvidian add-ins can be downloaded by selecting Download Add-Ins from the Qvidian Profile menu. Additionally, customers may automate this download process using client software management tools.

Microsoft 365 Integration

Qvidian users with a Microsoft 365 account can work with Microsoft Word, Excel, and PowerPoint content record files in Microsoft Office Online. Microsoft 365 supports .docx, .xlsx and .pptx file formats. Older file formats, .doc, .xls, and .ppt, will be automatically updated to the new format when they are opened in Office Online. This option is only available if the EnableOffice365 global setting is enabled. You must have a Microsoft 365 account to edit files in Microsoft Office Online. To obtain a Microsoft 365 license, visit https://products.office.com.

Upland Qvidian legacy add-ins

Additional legacy features are available to Upland Qvidian, Microsoft Windows users who download and install the Upland Qvidian add-ins for Microsoft Office. When you install the add-ins, a Qvidian tab is added to Microsoft Word, Excel and PowerPoint toolbars. The add-ins are stored in the Office start-up folders on your computer.

Caution: Some add-in functionality (e.g. bulk-loading PowerPoint slides using add-ins) is not supported by Microsoft Office 2021.

There are alternative methods for most legacy features that require add-ins. Refer to the table below for the features that require add-ins and alternative methods for achieving similar results without them.

Features that require add-ins Alternative methods
Editing documents in the library using the Quick Edit or Edit Individually functions. Additional editing options, such as Editing in Microsoft Word, dragging and dropping a zip file, and uploading a new revision, are available to users without add-ins.

Working with RFPs in created documents.

Create RFPs in projects.
Editing content records or other files in Dynamic Slide components in document types within Architecture. There are no alternatives at this time.
Inserting merge codes from a list of existing merge codes in Upland Qvidian into Word documents, PowerPoint slides, or Excel spreadsheets. Download a spreadsheet of the existing merge codes in your Qvidian instance and manually type in merge codes.

Most users, including RFP and proposal writers, and Subject Matter Experts (SMEs), typically do not need to download the add-ins. These users normally perform the following actions in Upland Qvidian:

  • Build proactive Word documents and PowerPoint presentations.
  • Answer assigned questions inline, using the HTML editor, in created documents.
  • Manage and work with content in the library, including submitting and editing content.
  • Search for and use content, including copying content to the clipboard from the preview screen and pasting it into other documents and applications, downloading library records to the user’s computer, and generating content URLs.
  • Manage and work in projects, including uploading files and answering RFP questions.
  • Provide general and content feedback
  • Work with Word or PowerPoint content assigned to them by Content Administrators via the Send to SME or Assign Review Job features.
  • Work on RFP answers emailed to them by RFP file owners from Created Documents (not using the Assign Question function).
  • As an SME, edit content on the SME Edit page.

For detailed directions to download the Qvidian add-ins for Microsoft Office and to configure your desktop, refer to the Upland Qvidian Browser and Microsoft Word Configuration Guide.

Note: If ActiveX is enabled and if the Qvidian add-ins are not previously downloaded, you will be prompted to download them when you start to perform any of the actions listed above in Word, Excel, or PowerPoint. The prompt will only appear if ActiveX has been enabled.

Email and IP whitelist

If your organization uses an anti-spam system that blacklists (blocks) or greylists (slows down) delivery of some email messages, please ask your IT team to whitelist (allow) the IP Addresses below in their anti-spam system to ensure users receive Upland Qvidian emails in a timely manner.

  • Marketo Qvidian emails:
    • Dedicated IP address:
      • 192.28.151.162
      • 199.15.213.54
      • 199.15.213.55
      • 199.15.213.56
      • 199.15.213.57

  • Qvidian Hosted Servers:

    The outbound traffic is subject to change at any time to any IP within the ranges below or can be expressed using Classless Inter-Domain Routing (CIDR) notation.

    • North American Data Center
      • Port Used: 443
      • IP range: 69.25.76.32 to 69.25.76.59
      • CIDR notation: 69.25.76.32/27
      • Additional Qvidian IP external product range: 69.25.67.0/24
      • Additional Qvidian disaster recovery product IP range: 209.212.254.0/25
      • Mail server name: delivery.qvidian.com
    • European Data Center
      • IP range: 212.118.231.201 to 212.118.231.231
      • CIDR notation 212.118.231.201/30
      • Additional Qvidian disaster recovery product IP range: 46.24.88.66/26
      • Mail server name: mail.qvidian.eu

Most anti-spam systems will immediately deliver all messages sent from whitelisted senders. In addition, we recommend your IT team whitelist the following subdomain and email addresses:

  • *.mktomail.com
  • qvidian-support@uplandsoftware.com
  • qvidian@uplandsoftware.com
  • qvconnect@uplandsoftware.com
  • qvevents@uplandsoftware.com
  • qvidian_community@uplandsoftware.com

QPA customers who have security policies that block access to IP addresses and use a whitelist to allow specific IP addresses to be accessed by their users will need to add additional IP addresses to support Qvidian’s new AWS hosted services. Additionally, customers who use web proxy servers will want to add these new IP addresses to bypass caching for Qvidian traffic:

  • Qvidian Proposal Automation (North American AWS Data Center):
    • Analytics 34.194.70.136
    • Qvidian 34.206.229.40
    • Qvidian login 34.192.215.148
    • Qvidian Help Center 34.225.168.254
    • SMTP 52.20.208.248
    • SSO 34.238.64.230
    • WOPI 35.171.114.172

    • Salesforce Gateway 52.45.234.21

  • Qvidian (European AWS Data Center):
    • Analytics 34.242.101.95
    • Qvidian 34.242.70.1
    • Qvidian login 34.249.24.34
    • Qvidian Help Center 52.30.231.155
    • SMTP 34.242.174.234
    • SSO 34.238.64.230
    • WOPI 34.250.183.12

    • Salesforce Gateway 52.51.82.11