CASEWARE IDEA INC. Installing IDEA v8 Client Software on Citrix Server Environment Quick How to Guide This document describes the process of Installing Caseware IDEA v8 Client software on Citrix Server environment. It is supported by screenshots of the actual undertaking performed on Test Citrix environment within Caseware IDEA s Customer Service Department.
Table of Contents IDEA Installation Citrix Prerequisites...2 IDEA Installation...3 IDEA Publishing Citrix Access Management Console...6 Executing IDEA via Citrix Client...14 Comments/Revisions...17 2 P age
IDEA Installation Citrix Prerequisites 1) Citrix Presentation server v4.5 Installed and configured 2) Citrix Client software installed on Client machines 3) Caseware IDEA v8 Network CD and valid dongle (License manager installed and configured) IDEA Installation Due to a fact that Citrix is nothing more than Windows Terminal Services on steroids, most of the installation process for any application, including IDEA, follows terminal Services guidelines. 1) Open Command Prompt via Start>Run and typing cmd and pressing Enter key 2) Set the Terminal Service mode to install by typing the following command change user /install in the command prompt window and pressing Enter key. 3) Now that the Citrix Presentation Server is ready to accept new applications go to Start>Control Panel>Add/Remove Programs and click on Add New Programs / CD or Floppy and browse to the location of the IDEA v8 installation program and select setup.exe. 3 P age
4) Click Next to proceed with IDEA installation and follow the prompts from IDEA installer. 5) Make sure you follow the instructions (by Terminal Service Installer and by IDEA MSI installer) on the screen exactly. 4 P age
6) Enter the IP Address of the machine hosting the Network Dongle and its License Manager. 7) Once the Installation is completed and all the steps are followed exactly, you can exit the Terminal Services Install mode and go back to the default Execute mode. 8) Now that the Installation is completed successfully, let s create some user accounts that will be allowed to use IDEA. 9) Go To: Start>Administrative Tools>Computer Management>Local Users and Groups> and right click on Users Folder and select New User 10) Create new user and give it default User group permissions (this depends on the security policies of your organization. In our case it is our test environment setup only Not Production). 5 P age
11) Now you are ready to publish Caseware IDEA to all Citrix users. IDEA Publishing Citrix Access Management Console 1) Open Citrix Access Management Console via Start>Programs>Citrix and clicking on Citrix Access Management Console application link. 2) Once the Console is successfully launched and connection is made to your Citrix Farm, Expand Presentation Server>Citrix Farm and click on Applications folder. 6 P age
3) In the middle of the Console screen click on New>Publish Application link. 4) Follow the prompts on the screen to set Display Name and Application Description: 7 P age
5) Application Type (In our case it is Application accessed from Server) 8 P age
6) Location (Browse to the Idea.exe, and set the Working Folder Leave Default Click on Isolate Application Leave Default Select Isolate application to run the published application in an isolation environment on the farm. Click Settings to specify the installed application and the isolation environment in which it was installed.) 9 P age
7) Servers Click Add and select Server(s) form your Citrix farm you want to publish IDEA to: 10 P age
8) Users Click Add and Specify which users and/or groups should have access to IDEA Application (Make sure you include the group or users that you created for this purpose) 11 P age
9) Shortcut Presentation This is where you can change the Application Icon and weather the Application is visible on Client s Start Menu, Desktop and/or Citrix Program Neighborhood s Program Folder. In our case we selected all of the above. 12 P age
10) Publish Immediately These options are not necessary unless you want to tweak the Advanced Application Options. We have left them all at default /recommended setting. 13 P age
11) Click Next to complete the task of publishing the Application. Executing IDEA via Citrix Client 1) On Client Workstation logon to your Citrix Client (XenApp) software using proper Client/User credential (NOTE: Domain is the actual Citrix Server name) 14 P age
2) Once logged in, you will notice that the IDEA Icon will appear on your Desktop, under Start>Programs and in your Citrix Programs Neighborhood folder (as we have select all 3 locations during publishing process). 3) Open the IDEA Application software by double clicking its Icon or selecting it from Start>Programs or Citrix Programs Neighborhood menus. 4) If all the prerequisites are met and all of the installation and publication steps are performed correctly, your IDEA Application software should open smoothly. 15 P age
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Comments/Revisions 17 P age