Welcome to your Citrix Endpoint Management (formerly XenMobile) User Adoption Kit
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- Hope Byrd
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1 Guide Download your kit Welcome to your Citrix Endpoint Management (formerly XenMobile) User Adoption Kit Thank you for choosing Citrix as your mobility partner. We put together this customizable kit of promotional materials to help you excite, prepare, and onboard users. Your kit includes: communications When it comes to any kind of change, you can never over-communicate. Which is why we drafted three s to keep your users informed during each stage of the process, plus an for new employees. We recommend you start sending the s at least three weeks before your launch. Workspace App overview This document explains the benefits of using Workspace App and addresses users privacy concerns. We suggest you include this guide in the third communication and post it on your intranet. Secure Mail feature overviews Two quick-reference guides that cover the most common Secure Mail tasks and features. Admin success guide Learn how you can customize your account to fit your organization s needs, plus tips for a successful rollout. Facility flyer It s easy for s to get lost in overloaded inboxes, so we designed a flyer for you to print out and post at popular areas around your office, like the break room, collaboration spaces, and even the hallway or elevator, to remind people of the services available to them. Citrix.com
2 Guide How to make it your own Replace the Citrix logo with your organization s logo Add or remove screenshots Modify text as needed How to edit a PDF in Adobe Acrobat Pro or Acrobat Pro DC 1. Open a file in Acrobat Pro or Acrobat Pro DC. 2. Click the arrow to open the right pane, and click Edit PDF. 3. Click on the text or image you want to edit. Acrobat shows you the tools you ll need. 4. Add or edit text on the page. Lines and paragraphs reflow automatically, or you can click and drag to resize elements. 5. Add, replace, move, or resize images on the page using selections from the Objects menu in the right pane. 6. For further edits to your PDF, click on the Link, Header & Footer, Watermark, or Background options in the top menu. Don t have Acrobat Pro or Acrobat Pro DC? No problem. You can modify the included Microsoft Word files to create custom versions for your business needs. Thank you again for being a valued Citrix customer. We re sure your users will love having greater flexibility and productivity with access to their files from any device. Download your kit Citrix.com
3 [ 1] Subject line Coming soon: A new way to work on your mobile device Preview Soon you ll be able to easily access your apps and files from your mobile devices Header/subheader Get ready for a new mobile experience Introducing the easiest, most secure way to get work done on your mobile device Body We understand that when you re working, you re not always in the office on your desktop. But you still need access to your apps and files. That s why we re rolling out a new mobile experience, Workspace App so you can work the way you want on your device, without having to worry about security. You ll be able to: Have anytime access to your corporate apps, files, and even desktops on your mobile device Enjoy single sign-on for every corporate app Safely send, store, and edit documents with an integrated content collaboration service [remove bullet if your company does not use Citrix ShareFile] Work more efficiently with Secure Mail, an easy-to-use app Rest assured that your personal information remains private We hope you re as excited as we are about the greater flexibility and productivity our new system will deliver! [Your signature here] [ 2] Subject line Work from your mobile device coming soon with Workspace App Preview Our new mobile experience is almost here Header/subheader Securely access apps and files from your mobile device Our new mobile experience is almost here Body Your new mobile experience is almost here! In just [insert number of weeks/days here], you ll be able to access all the apps and files you need to get your job done from your mobile device, wherever you are.
4 You ll be able to: Have anytime access to your corporate apps, files, and even desktops on your mobile device Enjoy single sign-on for every corporate app Safely send, store, and edit documents with an integrated content collaboration service [remove bullet if your company does not use Citrix ShareFile] Work more efficiently with Secure Mail, an easy-to-use app Rest assured that your personal information remains private Stay tuned. When we launch our new system, you ll receive more information and step-by-step instructions for getting started. [Your signature here] [ 3] Subject line Our new mobile experience is here welcome to Workspace App! Preview Get started today for mobile access to your apps and files Header/subheader Your new mobile experience is here It s easy to get started with Workspace App today Body We re excited to let you know that you can now begin using Workspace App to access your apps and files from your mobile devices! Once you have Workspace App, you can now: Access your corporate apps, files, and even desktops on your mobile device Enjoy single sign-on for every corporate app Work more efficiently with Secure Mail, an easy-to-use app Rest assured that your personal information remains private Help and resources We put together some resources to help you get started. [Add links to resources or attach. Examples, Secure Mail Common Tasks, Secure Mail Feature Highlights, Why Workspace App] For questions about Workspace App and Secure Hub, please contact us at: [IT phone number] [IT address] We hope you re as excited as we are about the greater flexibility and productivity our new system will deliver!
5 [Your signature here] [NEW EMPLOYEE ] Subject line Welcome to Workspace App! Preview Work from anywhere on your mobile device Header/subheader Get started with Workspace App today Securely access your apps and files on your mobile device Body As an employee at [Company Name], you now have access to our secure mobility solution! Once you have Workspace App, you can: Access your corporate apps, files, and even desktops on your mobile device Enjoy single sign-on for every corporate app Safely send, store, and edit documents with an integrated content collaboration service Work more efficiently with Secure Mail, an easy-to-use app Help and resources We put together some resources to help you get started. [Add links to resources or attach. Examples, Secure Mail Common Tasks, Tips and Tricks, Intro to Secure Hub] For questions about Workspace App and Secure Hub, please contact us at: [IT phone number] [IT address] [Your signature here]
6 Citrix Secure Hub Welcome to the simple, more secure way to work on your mobile device Your IT team understands that to be productive you need to be able to work easily and securely from your mobile device while keeping your personal information private. Citrix Workspace App makes this possible. Sign in once and gain access to all your corporate apps, files, and even desktops from any of your mobile devices. Here are the top 4 reasons to start using it today. 1. Access to everything Workspace App is your one-stop shop for secure access to your corporate, cloud, and productivity apps from your mobile device. Check , send files, and access corporate resources while on the go. 2. Better security It s oftentimes easier for hackers to steal sensitive information from unsecured mobile devices than corporate data centers. With Workspace App, IT is able to keep company information separate from your personal information and can keep it more secure because it s not stored on your actual device. 3. Limitless productivity Workspace App offers many convenient productivity apps, including Secure Mail, which looks and feels like your native mail app but provides the advanced security features that protect your company s data. Plus, you get many convenient features built for business, like encryption, onetouch access to join a meeting, out-of-office notifications, secure file sharing, and more. 4. Privacy guarantee Whether your company manages your device or only your business apps, you can rest assured that your personal information remains private. IT cannot infringe on your privacy by accessing things like your screen, browsing history, text messages, photos, and videos. citrix.com
7 What can IT see? Make/model/OS version Phone number Your apps Location Battery level Storage capacity Corporate and attachments Corporate contacts Personal Browsing history Text messages Photos/videos/albums/ camera roll Voic s Personal application data Download Workspace App within Secure Hub to get started. Install on ios Install on Android 2018 Citrix Systems, Inc. All rights reserved. Citrix, the Citrix logo, and other marks appearing herein are property of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered with the U.S. Patent and Trademark Office and in other countries. All other marks are the property of their respective owner(s).
8 User Guide 5 common Secure Mail tasks Citrix.com 1
9 What s Inside? 1. Send an with an attachment Edit an attached file and send Create a meeting and invite attendees Send a Running Late message Turn on Out of Office...7 Citrix.com User Guide 5 Common Secure Mail Tasks 2
10 Task 1: Send an with an attachment We recommend you first update your account settings. Here are some key settings: Step 1: Tap the new Step 2: Tap the attach icon Step 3: Select Insert ShareFile Link Step 4: Select desired amount Step 5: Tap Attach Step 6: Tap Send Back to contents Citrix.com User Guide 5 Common Secure Mail Tasks 3
11 Task 2: Edit an attached file and send Step 1: Tap the new Step 2: Tap the Upload, icon in the Microsoft Word app Step 3: Make edits Step 4: Tap the ellipses next to the edited doc 1 4 Step 5: Tap Send with Another App 5 3 Step 6: Tap Share 6 2 Step 7: Select Copy to Secure Mail Step 8: Select an Step 9: Write a message and send 9 7 Back to contents Citrix.com User Guide 5 Common Secure Mail Tasks 4
12 Task 3: Create a meeting and invite attendees Step 1: Tap the new meeting icon in the Calendar tab Step 2: Fill in meeting info Step 3: Choose invites, and view schedule conflicts 3 1 Steps 4 & 5: Select conflict-free time, and tap the back button Step 6: Add a note and send Back to contents Citrix.com User Guide 5 Common Secure Mail Tasks 5
13 Task 4: Send a Running Late message Step 1: Open the meeting, and tap Running Late Step 2: Change message if desired, and send 1 Back to contents Citrix.com User Guide 5 Common Secure Mail Tasks 6
14 Task 5: Turn on Out of Office Step 1: Open Settings Step 2: Out of office Step 3: Turn on Send Automatic Replies Step 4: Write message, and tap Save 4 Step 5: Set the time duration, and tap Save Step 6: Tap Save 5 6 Back to contents Citrix.com User Guide 5 Common Secure Mail Tasks 7
15 For more of what you can do in Secure Mail, watch this video. Locations Corporate Headquarters 851 Cypress Creek Road Fort Lauderdale, FL 33309, United States Silicon Valley 4988 Great America Parkway Santa Clara, CA 95054, United States 2018 Citrix Systems, Inc. All rights reserved. Citrix, the Citrix logo, and other marks appearing herein are property of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered with the U.S. Patent and Trademark Office and in other countries. All other marks are the property of their respective owner(s). Citrix.com User Guide 5 Common Secure Mail Tasks 8
16 User Guide 7 ways you can use Secure Mail to get more done, faster Citrix.com 1
17 What s Inside 1. View your personal and work calendars in one place Include an signature on each new Sync your personal contacts Quickly find attachments Assign actions to swiping gestures Securely open internal links with Secure Web integration Choose how much of an you want to preview... 6 Citrix.com User Guide Secure Mail Feature Highlights 2
18 1: View your personal and work calendars in one place 1. Open Settings Settings Resulting calendar view 2. Under Calendar settings, tap Personal calendar 3. Turn on View Personal Calendar, then tap Allow 3. Choose which calendars to show, and assign colors Add calendars Assign colors View both calendars 2: Include an signature on each new 1. Open Settings 2. Under Calendar settings, tap Personal calendar 3. Turn on Append Signature 3. Type in your signature Personalize signature Settings Resulting New Message view Back to contents Citrix.com User Guide Secure Mail Feature Highlights 3
19 3: Sync your personal contacts 1. Open Settings Settings Contacts list location 2. Under Contacts settings, turn on Sync with local contacts, and tap OK AttachmentsF Find attachment Tap Attachment tab Enable syncing Find synced contacts list here 4: Quickly find attachments 1. Tap the attachments icon 2. Tap the Search icon to look for files by keyword, file name, subject, or sender Back to contents Citrix.com User Guide Secure Mail Feature Highlights 4
20 5: Assign actions to swiping gestures 1. Open Settings 2. Under Mail settings, tap Swipe Options 3. Tap on a swiping gesture to assign an action Note: This feature is currently available on ios only. Message with internal links Link opens in Secure Web Internal link Change actiond nd efault swipe action Settings New assigned action Resulting mailbox view 6: Securely open internal links with Secure Web integration 1. Download the Secure Web app from Secure Hub 2. Open an containing a link to an internal resource. Click the link to view in Secure Web. Back to contents Citrix.com User Guide Secure Mail Feature Highlights 5
21 7: Choose how much of an you want to preview 1. Open Settings 2. Under Mail settings, tap Preview Lines 3. Choose the desired number of preview lines Choose number of lines Settings Four lines of preview Resulting mailbox view Back to contents Citrix.com User Guide Secure Mail Feature Highlights 6
22 For more features and how-to s, watch this video. Locations Corporate Headquarters 851 Cypress Creek Road Fort Lauderdale, FL 33309, United States Silicon Valley 4988 Great America Parkway Santa Clara, CA 95054, United States 2018 Citrix Systems, Inc. All rights reserved. Citrix, the Citrix logo, and other marks appearing herein are property of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered with the U.S. Patent and Trademark Office and in other countries. All other marks are the property of their respective owner(s). Citrix.com User Guide 5 Common Secure Mail Tasks 7
23 Work from anywhere on your mobile device Easily and securely access all your corporate apps and files from any device. It s easy to get started. Download Workspace App via Citrix Secure Hub Have questions or need help? Contact the IT team to learn more.
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