DICKSTEIN SHAPIRO REMOTE ACCESS RESOURCES

Transcription

1 DICKSTEIN SHAPIRO REMOTE ACCESS RESOURCES FIRST-TIME USE: THINGS TO KNOW AND DO WINDOWS Mac ANDROID TABLETS ipad FAQs Trubleshting Tips Outlk Web Access EXIT

2 Remte Access Citrix First-Time Use ACCESSING CITRIX VIRTUAL DESKTOP 1. In the address bar f yur web brwser, type Perfrmance is ptimal when yu select the apprpriate desktp based n the lcatin f yur primary ffice CITRIX DESKTOP ITEMS TO NOTE Yu will have three (3) desktp icns: My Cmputer, Business Applicatins and yur H Drive: LOGGING IN 1. Enter yur netwrk user name in the USER NAME field. 2. Enter yur netwrk passwrd in the PASSWORD field. 3. Enter yur RSA SECURID number in the PASSCODE field. 4. Click the LOG ON buttn. My Cmputer Desktp Icn The BUSINESS APPLICATION flder huses yur published applicatins T save dcuments utside f the DM system, select the MY DOCUMENTS flder n yur H: drive. Saving items t the Citrix Desktp and pinning items t the Citrix Start Menu are restricted t ensure system perfrmance. Citrix sessins will autmatically lg ff after tw (2) hurs f inactivity. READ/WRITE FILE ACCESS The first time yu access MY COMPUTER, yu will receive the fllwing prmpt: If yu were issued an RSA key fb device, enter yur 4-digit PIN, directly fllwed by the key fb aut-generated 6-digit number in the PASSCODE field, withut spaces. If yur mbile device has the RSA S ECURID app, select the RSA S ECURID icn. Enter yur 4-digit PIN at the prmpt, and click the E NTER key. Type the aut-generated 8-digit RSA S ECURID number in the PASSCODE field withut spaces (e.g ). D nt enter yur PIN in the PASSCODE field. 1. Click READ/WRITE ACCESS. 2. Click the DO NOT ASK ME AGAIN FOR THIS VIRTUAL DESKTOP check bx. If yu d nt chse R EAD/ WRITE ACCESS yu will nt be able t check ut r save dcuments t My Cmputer. Page 1

3 Remte Access - Citrix: First-Time Use WORKING IN THE REMOTE DESKTOP OPENING PROGRAMS 1. Click the S TART buttn. OTHER OFFICE APPLICATIONS Q UICK ACCESS T OOLBAR 2. Click ALL PROGRAMS t expand the list f available prgrams. 3. Click n any prgram listed t pen it. Fllw instructins belw t custmize the QUICK ACCESS T OOLBAR ( TOOLBAR ) fr all Office applicatins (Outlk, Wrd, Excel, and PwerPint). T add items t the TOOLBAR in any Office applicatin, chse ne f the belw methds: 1. Open an Office applicatin (Wrd, Outlk, Excel, r PwerPint). 2. Right click an icn n the ribbn tab and chse ADD TO QUICK ACCESS T OOLBAR CUSTOMIZING CITRIX The Citrix Desktp will nt have yur in-ffice cmputer settings. Yu will need t custmize yur Citrix prfile the first time yu lgin t Citrix. OUTLOOK S IGNATURE Fllw instructins belw t create yur signature. 1. Click FILE OPTIONS MAIL SIGNATURES NEW 2. Type the Standard Signature in the NEW SIGNATURE field. 3. Click OK. 4. Add the infrmatin fr yur standard signature in the EDIT SIGNATURE field. 5. Under CHOOSE DEFAULT SIGNATURE click the dwn arrw fr new messages, click t select the STANDARD SIGNATURE. 6. Click OK. Fr replies and frwards, repeat step 5 abve. Yu can chse t shw the TOOLBAR abve the ribbn r leave it as is. Fr features nt fund n the tabbed menus: 1. Click the dwn arrw n the TOOLBAR. 2. Click MORE COMMANDS. 3. Chse cmmands by highlighting them, clicking the buttn, and then clicking OK. Page 2

4 Remte Access - Citrix: First-Time Use Mve ptins up r dwn by highlighting them, and using the arrws n the right. 2. Click the green + sign n the left side f the Citrix Receiver screen, and then click n the ALL APPS link t expand the list. The list f Apps t which yu have access appears. INTERNET EXPLORER Internet Explrer (IE) brwsing in Citrix shuld be limited t the Lp and ther firm resurces. Yur in-ffice IE Favrites will nt be available. If yu need assistance adding r imprting yur Favrites, please cntact the Help Desk. 3. Click n the link yu wish t add as an App. The App is added t the Citrix Receiver desktp. Tip: If yu save as a trusted site in yur IE brwser, the idesktp applicatin will autmatically pen fr yu. PRINTERS The default printer n yur cmputer will autmatically be added t yur printer selectin. APPS Right click n an App t START r REMOVE it frm the Citrix Receiver screen. Published Applicatins are accessible thrugh the BUSINESS A PPLICATIONS flder n yur Citrix desktp. Alternatively, yu can access Published Applicatins thrugh the Citrix Receiver by fllwing the steps belw. 1. Published Applicatins are simply APPS nw. Frm the Citrix Receiver main windw, click the APPS buttn. LOGGING OFF 1. Click the S TART buttn. 2. Click L OG OFF. Back t Menu Page 3

5 Remte Access (Windws): Accessing the Citrix Virtual Desktp ACCESSING CITRIX VIRTUAL DESKTOP 1. In the address bar f the brwser, type If C ITRIX R ECEIVER is nt installed, yu will see the prmpt belw. Fllw first-time setup instructins t install the receiver. Otherwise, skip t the Opening Prgrams sectin 2. Chse the apprpriate CITRIX REMOTE DESKTOP based n yur primary ffice. LOGGING IN 1. Enter yur netwrk user name in the USER NAME field. FIRST-TIME SETUP: INSTALLING CITRIX RECEIVER The fllwing instructins pertain t Internet Explrer. 1. Click the check bx t AGREE and click n INSTALL. 2. Click RUN n the FILE DOWNLOAD prmpt and the fllwing INTERNET E XPLORER SECURITY WARNING prmpt. 2. Enter yur netwrk passwrd in the PASSWORD field. 3. Enter yur RSA SECURID number in the PASSCODE field. 4. Click the LOG ON buttn. If yu were issued an RSA key fb device, enter yur 4-digit PIN, directly fllwed by the key fb aut-generated 6-digit number in the PASSCODE field, withut spaces. 3. Click the IDESKTOP icn n the Citrix Receiver t lad the Citrix Desktp. If yur mbile device has the RSA S ECURID app, select the RSA S ECURID icn. Enter yur 4-digit PIN at the prmpt, and click the E NTER key. Type the aut-generated 8-digit RSA S ECURID number in the PASSCODE field withut spaces (e.g ). D nt enter yur PIN in the PASSCODE field. Citrix sessins will autmatically lg ff after tw (2) hurs f inactivity. Page 1

6 Remte Access (Windws): Accessing the Citrix Virtual Desktp OPENING PROGRAMS 1. Click the START buttn. 2. Click t expand the COMPUTER ptin and click t highlight LOCAL DISK (C: ON Click ALL PROGRAMS t expand the list f available prgrams. 3. Click n any prgram listed t pen it. APPS 3. Navigate t a subflder n yur Lcal Disk t save yur dcument(s). BEST PRACTICE: Create a new flder called DM EXPORTED F ILES t save any files yu exprt frm DM. 4. Click MAKE NEW FOLDER. The New flder is highlighted. Published Applicatins are simply called APPS nw, and are accessible thrugh the BUSINESS APPLICATIONS flder n yur Citrix desktp. Duble click n the flder t use the APPS yu have access t. Alternatively, yu can access the Apps thrugh the Citrix Receiver. Refer t the FIRST-TIME U SE GUIDE. 5. Type in DM EXPORTED FILES, and click OK. 6. Select CHECK-OUT AND LOCK frm the TYPE OF EXPORT drp dwn menu. EXPORTING DM DOCUMENTS If yu need t edit dcument(s) and yu are in an area with unreliable Internet access, yu can exprt the dcument(s) t revise ffline. The cmputer yu are wrking n must have Micrsft Office 2010 (Wrd, Excel and PwerPint) installed n it. 1. With the dcument selected in the DM QUICK RETRIEVE pane, right click n the selected dcument and click EXPORT. The Brwse Fr Flder dialg appears. 7. Click OK. Once yu have checked ut yur dcuments t edit ffline, lg ff f Citrix. Page 2

7 Remte Access (Windws): Accessing the Citrix Virtual Desktp LOGGING OFF 1. Clse all applicatins. 2. Click the START buttn. 3. Click LOG OFF..PDF SOFTWARE ON CITRIX DESKTOP Adbe Acrbat X Prfessinal replaces the Nuance PDF sftware suite. New ptins available in the Office Suite (Outlk, Wrd, PwerPint, and Excel) include: Yu have nw ended the Citrix sessin. ACCESSING EXPORTED DOCUMENTS - OFFLINE 1. Using WINDOWS E XPLORER, navigate t the lcatin where the exprted dcument was saved. 2. Duble-click n the DM EXPORTED FILES flder and duble click n the dcument t pen it and begin editing. IMPORTANT: D nt mve r rename the checked ut file. CHECKING IN EXPORTED DM DOCUMENTS 1. Lg int the CITRIX DESKTOP. 2. Lcate yur dcument in DM. With the dcument selected in the DM QUICK RETRIEVE pane, right click n the selected dcument and click CHECK-IN. The Unlck Dcument(s) dialg bx appears. File > Save as Adbe PDF. File > Save & Send > Send As PDF. Acrbat Tab and Ribbn Cmmands allws yu t: Create PDF Preferences Create and Attach t Mail Merge Create and Send fr Review Acrbat Cmments Embed Flash The ptins available n the Acrbat Ribbn may differ depending n the Office applicatin, e.g., Excel. Back t Menu DM remembers the checked-ut lcatin, and that is pre-ppulated in the COPY FROM field. 3. Click the desired CHECK-IN ptin. 4. Click the ELLIPSIS buttn in the COPY FROM field. The Brwse Fr Flder dialg appears. 5. Click the DM EXPORTED FILES flder, and then click OK. If n changes were made, simply click the U NLOCK ptin Page 3

8 Remte Access (Mac): Accessing the Citrix Virtual Desktp ACCESSING CITRIX VIRTUAL DESKTOP 1. In the address bar f the brwser, type If C ITRIX R ECEIVER is nt installed, yu will see the prmpt belw. Fllw first-time setup instructins t install the receiver. Otherwise, skip t the Opening Prgrams sectin 2. Chse the apprpriate CITRIX REMOTE DESKTOP based n yur primary ffice. LOGGING IN FIRST-TIME SETUP: INSTALLING CITRIX RECEIVER The fllwing instructins pertain t Safari. Fllw the pp-up blcker instructins fr yur Internet Brwser, e.g. Firefx. 1. Enter yur netwrk user name in the USER NAME field. 2. Enter yur netwrk passwrd in the PASSWORD field. 3. Enter yur RSA SECURID number in the PASSCODE field. 4. Click the LOG ON buttn. If yu were issued an RSA key fb device, enter yur 4-digit PIN, directly fllwed by the key fb aut-generated 6-digit number in the PASSCODE field, withut spaces. If yur mbile device has the RSA S ECURID app, select the RSA S ECURID icn. Enter yur 4-digit PIN at the prmpt, and click the E NTER key. Type the aut-generated 8-digit RSA S ECURID number in the PASSCODE field withut spaces (e.g ). D nt enter yur PIN in the PASSCODE field. 1. Temprarily enable the pp-up blcker t prevent interruptin during the CITRIX RECEIVER installatin prcess. 2. Open yur Safari Brwser. 3. At the tp f the MAC screen, click SAFARI, PREFERENCES, SECURITY and enable the BLOCK POP UPS. 4. Click the check bx t AGREE and click n INSTALL. 5. The CITRIX RECEIVER DMG FILE will be saved t yur DOWNLOADS flder. 6. G t the DOWNLOADS flder and duble click CITRIX RECEIVER DMG file t start the installatin wizard. Fllw the prmpts t install the RECEIVER. 7. Yur CITRIX DESKTOP will lad upn cmpletin f installing the CITRIX RECEIVER. Citrix sessins will autmatically lg ff after tw (2) hurs f inactivity. Page 1

9 Remte Access (Mac): Accessing the Citrix Virtual Desktp OPENING PROGRAMS 1. Click the START buttn. 2. Click t expand the COMPUTER ptin and click t highlight LOCAL DISK (C: ON Click ALL PROGRAMS t expand the list f available prgrams. 3. Click n any PROGRAM listed t pen it. APPS 3. Navigate t a subflder n yur Lcal Disk t save yur dcument(s). BEST PRACTICE: Create a new flder called DM EXPORTED F ILES t save any files yu exprt frm DM. 4. Click MAKE NEW FOLDER. The New flder is highlighted. Published Applicatins are simply called APPS nw, and are accessible thrugh the BUSINESS APPLICATIONS flder n yur Citrix desktp. Duble click n the flder t use the APPS yu have access t. Alternatively, yu can access the Apps thrugh the Citrix Receiver. Refer t the FIRST-TIME U SE GUIDE. 5. Type in DM EXPORTED FILES, and click OK. 6. Select Check-ut and Lck frm the Type f exprt drp dwn menu. EXPORTING DM DOCUMENTS If yu need t edit dcument(s) and yu are in an area with unreliable Internet access, yu can exprt the dcument(s) t revise ffline. The Mac yu are wrking n must have Micrsft Office 2011 (Wrd, Excel and PwerPint) installed n it. 1. With yur dcument selected in the DM QUICK RETRIEVE pane, right click n the selected dcument and click EXPORT. The Brwse Fr Flder dialg appears. 7. Click OK. Once yu have checked ut yur dcuments t edit ffline, lg ff f Citrix. Page 2

10 Remte Access (Mac): Accessing the Citrix Virtual Desktp LOGGING OFF 1. Clse all applicatins. 2. Click the START buttn. 3. Click LOG OFF. Yu have nw ended the Citrix sessin.. PDF SOFTWARE ON CITRIX DESKTOP Adbe Acrbat X Prfessinal replaces the Nuance PDF sftware suite. New ptins available in the Office Suite (Outlk, Wrd, PwerPint, and Excel) include: ACCESSING EXPORTED DOCUMENTS - OFFLINE 1. Using FINDER, navigate t the lcatin where the checked ut dcument was saved. 2. Duble-click n the DM EXPORTED FILES flder and duble click n the dcument t pen it and begin editing. IMPORTANT: D nt mve r rename the exprted file. File > Save as Adbe PDF. File > Save & Send > Send As PDF. Acrbat Tab and Ribbn Cmmands allws yu t: Create PDF CHECKING IN EXPORTED DM DOCUMENTS 1. Lg int the CITRIX DESKTOP. 2. Lcate yur dcument in DM. With the dcument selected in the DM QUICK RETRIEVE pane, right click n the selected dcument and click CHECK-IN. The Unlck Dcument(s) dialg appears. Preferences Create and Attach t Mail Merge Create and Send fr Review Acrbat Cmments Embed Flash The ptins available n the Acrbat Ribbn may differ depending n the Office applicatin, e.g., Excel. DM remembers the checked-ut lcatin, and that is pre-ppulated in the COPY FROM field. 3. Click the desired CHECK-IN ptin. 4. Click the ELLIPSIS buttn in the COPY FROM field. The Brwse Fr Flder dialg appears. 5. Click the DM EXPORTED FILES flder, and then click OK. Back t Menu If n changes were made, simply click the U NLOCK ptin. Page 3

11 Remte Access (ipad) Accessing the Citrix Virtual Desktp INSTALL THE CITRIX RECEIVER APP MODIFY EXISTING CITRIX RECEIVER APP If the Citrix Receiver is already installed n yur ipad, skip t Mdify Existing Citrix Receiver App Sectin 1. Frm the Apple App Stre, search fr the free app Citrix Receiver fr ipad. 2. Fllw the prmpts t install the app n yur ipad. 1. Lcate and tap the CITRIX RECEIVER icn n yur ipad t launch the app. 2. Tap the ACCOUNTS icn in the upper righthand crner CONFIGURE THE CITRIX RECEIVER APP 1. Lcate and tap the CITRIX RECEIVER icn n yur ipad t launch the app. 2. Tap the ADD ACCOUNT buttn 3. Type the Citrix address based n yur primary ffice: EAST COAST: W EST COAST: 4. Tap NEXT. Enter yur username. Enter yur passwrd. In the Dmain bx type DSM. Enter yur RSA SECUREID TOKENCODE. Tap LOG ON in the tp right crner. The Citrix Receiver is ready t use. 3. Tap Dicksteinremte Virtual Apps 4. Tap Delete Accunt 5. Fllw Steps 2-4 in Cnfigure The Citrix Receiver App Sectin 1. Lcate and tap the CITRIX RECEIVER icn n yur ipad t launch the app. 2. Tap the green + icn n the left hand side f the screen. LOG INTO CITRIX 3. Tap the IDESKTOP icn t lg in t yur Citrix sessin. Page 1

12 Remte Access (ipad): Accessing the Citrix Virtual Desktp Yu will be prmpted t: Enter yur username. Enter yur passwrd. Enter yur RSA SECUREID TOKENCODE. Tap LOG ON in the tp right crner. The Citrix desktp lads and is ready t use. CITRIX TOOLBAR Citrix Tlbar WORKING IN THE CITRIX VIRTUAL DESKTOP 1. OPENING DM DOCUMENTS (WORD) Tap the START menu buttn. 2. Tap ALL PROGRAMS. Tap WORD. 3. Lcate and pen the dcument frm RECENT DOCUMENTS, RECENT WORKSPACES r perfrm an ADVANCED DOCUMENT SEARCH. 4. Open the KEYBOARD t edits the dcument. 5. SAVE yur dcument per usual. 6. TAP YES t save and clse the dcument. Yu must chse CLOSE frm the OFFICE buttn t check in edits int DM. D nt clse the prgram using the WINDOWS CLOSE buttn. 7. TAP the OFFICE buttn and select EXIT. OPENING THE KEYBOARD Tap the C ITRIX TOOLBAR tab at the tp middle f the screen and tap the Keybard icn t shw the keybard. Back t Menu HIDING THE KEYBOARD Tap the Hide Keybard buttn in the bttm right crner f the screen t hide the Keybard. DISPLAYING A MOUSE POINTER Tap the CITRIX TOOLBAR tab and tap Pinter t enable a muse pinter n the screen. Tap the Pinter again t disable t functin. MAGNIFYING AREAS ON THE SCREEN Tap the CITRIX TOOLBAR tab and tap the Magnifier t zm int an area f the screen as yu track yur finger ver the surface. Tap the Magnifier again t disable t functin. ACCESSING A SHORTCUT MENU (RIGHT-CLICK) Tuch, hld and release Page 2

13 Remte Access (Andrid Tablet) Accessing the Citrix Virtual Desktp INSTALL THE CITRIX RECEIVER APP 1. Use yur Andrid t search the GOOGLE PLAY STORE fr the free app CITRIX RECEIVER. 2. Fllw the prmpts t install the app n yur Andrid tablet. CONFIGURE THE CITRIX RECEIVER APP 1. Lcate the CITRIX icn n yur Andrid and tap the icn t launch the app. 5. Tap UPDATE. The Citrix Receiver is ready t use. 1. Lcate the CITRIX RECEIVER icn n yur Andrid and tap the icn t launch the app. LOG INTO CITRIX 2. Select the CITRIX ACCOUNT yu just created. 2. In the tp right crner, tap the ADD ACCOUNT buttn. 3. Type the Citrix address based n yur primary ffice: EAST COAST: WEST COAST: 3. Type yur PASSWORD. 4. Type yur RSA SECURID PASSCODE. 5. Tap CONNECT. 4. Tap NEXT. Fr DESCRIPTION type Citrix. Enter yur cmputer USER NAME. Enter yur cmputer PASSWORD. Fr DOMAIN bx type DSM. Fr Select Lcatin type: EAST COAST: WEST COAST: 6. T start yur Citrix sessin click n the IDESKTOP icn Page 1

14 Remte Access (Andrid Tablet) Accessing the Citrix Virtual Desktp CITRIX TOOLBAR Citrix Tlbar 4. Open the KEYBOARD t type changes t the dcument. 5. SAVE yur dcument per usual. 6. TAP YES t save and clse the dcument. Yu must chse CLOSE frm the OFFICE buttn t check in edits int DM. D nt clse the prgram using the WINDOWS CLOSE buttn. 7. TAP the OFFICE buttn and select EXIT. OPENING THE KEYBOARD Tap the C ITRIX TOOLBAR tab at the tp middle f the screen and tap the Keybard icn t shw the keybard. Back t Menu HIDING THE KEYBOARD Tap the Hide Keybard buttn in the bttm right crner f the screen t hide the Keybard. DISPLAYING A MOUSE POINTER Tap the CITRIX TOOLBAR tab and tap Pinter t enable a muse pinter n the screen. Tap the Pinter again t disable t functin. MAGNIFYING AREAS ON THE SCREEN Tap the CITRIX TOOLBAR tab and tap the Magnifier t zm int an area f the screen as yu track yur finger ver the surface. Tap the Magnifier again t disable t functin. ACCESSING A SHORTCUT MENU (RIGHT-CLICK) Tuch, hld and release WORKING IN THE CITRIX VIRTUAL DESKTOP 1. OPENING DM DOCUMENTS (WORD). Tap the START menu buttn. 2. Tap ALL PROGRAMS. Tap WORD. 3. Lcate and pen the dcument frm RECENT DOCUMENTS, RECENT WORKSPACES r perfrm an ADVANCED DOCUMENT SEARCH. Page 2

15 Remte Netwrk Access: Citrix FAQs FREQUENTLY ASKED QUESTIONS WHAT IS THE ADDRESS USED TO LOG IN? WHICH DESKTOP DO I CHOOSE? Chse the Citrix remte desktp based n the lcatin f yur primary ffice EAST r WEST. I DO NOT SEE MY PERSONALIZATIONS AND SETTINGS. The Citrix Desktp will nt have yur in-ffice cmputer settings. Yu will need t custmize yur Citrix prfile the first time yu lgin t Citrix. Refer t the REMOTE ACCESS - CITRIX: FIRST-TIME U SE AAG. HOW TO INSTALL THE CITRIX RECEIVER (CLIENT)? If the CITRIX RECEIVER is nt installed n yur cmputer, yu will see the prmpt belw when yu lg in t Citrix. Click the check bx t AGREE and click n INSTALL. YOU GET AN ERROR STATING THAT THE NETWORK CONNECTION WAS INTERRUPTED. Cntact the Help Desk at extensin r YOU ARE HAVING TROUBLE PRINTING THROUGH CITRIX. Ensure yu have a default printer set n the cmputer yu are wrking n. Default printers are autmatically added t yur Citrix Desktp. If that des nt reslve the issue, cntact the Help Desk at extensin r YOU WANT TO CONNECT TO CITRIX WITH YOUR ANDROID DEVICE. The first step is t dwnlad the Citrix Receiver. Refer t the Remte Access (Andrid Tablet) Guide. YOU WANT TO CONNECT WITH YOUR IPAD. The first step is t dwnlad the Citrix Receiver. Refer t the REMOTE ACCESS (IPAD) GUIDE. YOU WANT TO CONNECT WITH YOUR MAC. The first step is t dwnlad the Citrix Receiver. Refer t the REMOTE ACCESS (MAC) GUIDE. YOU CAN LOG INTO CITRIX BUT APPLICATIONS DO NOT LAUNCH. Cntact the Help Desk at extensin r YOU CAN LOG INTO CITRIX BUT RECEIVE A WHITE SCREEN. Cntact the Help Desk at extensin r HOW DO I SAVE DOCUMENTS LOCALLY? 1. In the dcument yu wish t save, click SAVE. 2. The DM Dcument Prfile dialg appears. 3. Click CANCEL. The Save As dialg appears. 4. Navigate t LOCAL DISK (C: n Cmputer Name). If necessary, scrll dwn t lcate the drive. 5. Duble click n LOCAL DISK (C: n Cmputer Name). 6. Duble click the flder where yu want t save the dcument r click NEW FOLDER t create a new flder. Page 1

16 Remte Netwrk Access: Citrix FAQs 7. In the FILE NAME BOX, type in the file name. 8. Click the SAVE buttn Saving items t the Citrix Desktp is restricted! CTRL+ALT+DEL: Brings yu t the Lg ff r Change a passwrd ptins. CITRIX IS SLOW. Perfrmance is ptimal when yu select the apprpriate desktp fr yur regin. Cnnecting t the Citrix Desktp in yur primary ffice regin will minimize latency and slwer perfrmance verall. T avid these issues, select the apprpriate desktp by fllwing this step. Once n the landing page, click n the CITRIX REMOTE DESKTOP in the regin f yur primary ffice. PREFERENCES: WINDOW: DISCONNECT: Allws yu custmize the sessin. Remves the full screen Citrix viewing ptin. Discnnects yu frm the current Citrix sessin. HELP DESK ASSISTANCE. When cntacting the Help Desk fr assistance, yu will need t prvide the name f the server t which yu are cnnected. This is represented by yur user name and the server name, e.g. ab1 n ECVXA6APP04. Click the START buttn. The name f the server t which yu are cnnected will be displayed n the right under yur user name. Discnnected sessins will remain active fr ten (10) minutes nly. After ten minutes, the sessin will be autmatically terminated. Any unsaved wrk will be lst! Discnnecting frm Citrix is nt recmmended. T avid lsing any wrk, save regularly and always lg ff f Citrix. Back t Menu XENDESKTOP - DESKTOP VIEWER TOOLBAR WHAT DO THE ICONS MEAN? HOME: Returns yu t the cmputer desktp utside f the Citrix sessin. Page 2

17 Remte Netwrk Access: Citrix Trubleshting Tips WORKING WITH FILES IN CITRIX When yu knw that yu will need t access firm dcuments while ut f the ffice, the mst cnvenient place t save them is in DM. Yur list f RECENTLY EDITED DOCUMENTS is the same, regardless f the cmputer yu use t lg int the netwrk. Anther benefit f saving yur dcuments t DM is perfrming a prfile r cntent search t find dcuments nt listed in yur recently edited list. If saving t DM is nt apprpriate, save the dcument t yur MY DOCUMENTS flder. Access t yur MY DOCUMENTS flder is available bth in the ffice and thrugh Citrix which makes it an ideal dcument strage lcatin. Create flders t help rganize dcuments and make them easier t find. SAVE TO THE LOCAL DISK (C: DRIVE) T save dcuments lcally t the hard drive f yur cmputer, fllw these steps: 6. In the FILE NAME field, type in the file name. 7. Click the SAVE buttn. Nte: Saving items t the Citrix Desktp is restricted. TROUBLESHOOTING SUPPLIED CREDENTIALS COULD NOT BE VALIDATED ERROR Check and re-enter yur USERNAME, PASSWORD, and PASSCODE. NEXT TOKENCODE If the Citrix NEXT TOKENCODE prmpt appears after lgin, then yur RSA SecureID tkencde generatr and the Authenticating RSA server are ut f synch. Wait fr the next Tkencde t appear and enter it int the NEXT TOKENCODE field, then click LOG IN. 1. In the dcument yu wish t save, click SAVE. The DM Dcument Prfile dialg appears. 2. Click CANCEL. The Save As dialg appears. 3. Navigate t LOCAL DISK (C: ON COMPUTER NAME). If necessary, scrll dwn t lcate the drive. WHEN YOUR NETWORK PASSWORD HAS EXPIRED and yu lg nt Citrix, yu are prmpted t change yur passwrd: Enter yur O LD PASSWORD. Enter a N EW PASSWORD, and C ONFIRM NEW PASSWORD. Click OK. YOUR RSA PIN HAS EXPIRED Yu lg int Citrix, yu are prmpted t enter a new PIN Yur RSA PIN is always the last fur (4 ) digits f yur telephne extensin. 4. Click n LOCAL DISK (C: ON COMPUTER NAME). B EST P RACTICE: Save yur dcuments t the M Y D OCUMENTS flder. 5. Duble click n the MY DOCUMENTS flder. Enter the last fur (4) digits f yur telephne extensin. If yur telephne number is (202) , enter 4800 as yur PIN. Click n SUBMIT. Page 1

18 Remte Netwrk Access: Citrix Trubleshting Tips CHOOSE DESKTOP On the Dickstein Shapir Remte Access landing page, click n the CITRIX R EMOTE DESKTOP in yur regin. Re-enter the PIN n the next screen. Click n SUBMIT. The Citrix lgin page appears. HELP DESK ASSISTANCE Yu will be asked t enter the NEXT TOKEN CODE. Wait fr the next tken cde t appear n yur RSA device. Enter that as yur passcde and click n SUBMIT. When cntacting the Help Desk fr assistance, yu will need t prvide them with the name f the server t which yu are cnnected. This is represented by yur user name and the server name, e.g. ab1 n ECVXA6APP Click the START buttn. The name f the server t which yu are cnnected will be displayed n the right under yur user name. Yu will be lgged int Citrix. ENDING YOUR CITRIX SESSION Always end yur Citrix sessin by lgging ff. Click n the Start buttn and select the Lg Off ptin. T avid lsing any wrk, DO NOT DISCONNECT frm a Citrix sessin. Discnnected sessin will be autmatically terminated after 10 minutes f inactivity. Any pen dcuments and/r prgrams will be shut dwn and unsaved data will be lst. PERFORMANCE ISSUES Back t Menu Perfrmance is ptimal when yu select the Remte Desktp in the regin f yur primary ffice. If yur primary ffice is DC, NY, r CT, always chse the EAST CITRIX REMOTE DESKTOP. If yur primary ffice is in Califrnia, always chse the WEST C ITRIX REMOTE DESKTOP. Page 2

19 Remte Access Outlk Web Access (OWA) LOGGING IN OUTLOOK WEB ACCESS 1. Using a web brwser, type in the address bar. 2. Chse the apprpriate OUTLOOK WEB ACCESS based n the lcatin f yur primary ffice. 1. Enter yur netwrk user ID in the USER NAME field. 3. Click OUTLOOK WEB ACCESS (OWA). THE HOME SCREEN 2. Enter yur netwrk passwrd in the PASSWORD field. 3. Click the LOG ON buttn. Wrking within OWA is very similar t wrking within Outlk. Yu will have access t all f yur subflders. Yu can select a flder frm the FOLDER LIST, r click n ne f the Outlk item icns belw the Flder List. The PUBLIC FOLDERS shrtcut pens in the same windw. DM is nt integrated with OWA. Page 1

20 Remte Access: Outlk Web Access (OWA) THE OWA TOOLBAR 1. Type a name in the FIND SOMEONE field and press ENTER t see a list f crrespnding cntacts. 2. Click n a name t see cntact infrmatin, availability, r t send an The STANDARD TOOLBAR ptins change depending n the flder being displayed. Internet Explrer pens a new tab and the Symantec Enterprise Vault Archive Explrer windw appears. The INBOX TOOLBAR in detail: Expand the flders t navigate t yur desired flder. Use the SEARCH feature t search fr a specific message. 2. Click the SEARCH buttn. The Archive Explrer Search ptins are displayed. 1. Open incming messages by duble-clicking n the message. Messages pen in a separate tab. 2. Clse a message by clicking the in the tp right crner. ENTERPRISE VAULT TOOLBAR (EVS). 1. Use EVS TOOLBAR t manage yur mailbx messages. SEARCH ARCHIVES The Search Archives ptin allws yu t search yur vaulted archives in OWA; this is the web versin f searching vaulted messages in Outlk. 1. Click the SEARCH A RCHIVES shrtcut. Use the Restre buttn with extreme cautin, restring messages increases the size f yur mailbx! ARCHIVE EXPLORER The Archive Explrer ptin is the web versin f Vaulted Archives. 1. Click n the ARCHIVE E XPLORER shrtcut. The OWA Search Archives ptins are displayed. Page 2

21 Remte Access: Outlk Web Access (OWA) LOGGING OFF OWA 1. Click the LOG OFF icn. The Micrsft Office Outlk Web Access Lg Off Screen appears. 2. Click the CLOSE WINDOW buttn t clse the windw. The Windws Internet Explrer dialg appears. 3. Click the YES buttn. Back t Menu Page 3