Installing and Configuring hopto Work for Citrix. System Requirements Be sure you have these system requirements to install and use hopto Work.

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1 Installing and Configuring hopto Work for Citrix To configure and install hopto Work for Citrix on your Microsoft Windows server, you ll need to have Administrator status. Note: The recommended setup is that Active Directory must be configured. You can then use your Active Directory corporate account and your Active Directory credentials to log in and access Remote Desktop Services. Note: hopto Work for Citrix does not support Citrix NetScaler. System Requirements Be sure you have these system requirements to install and use hopto Work. hopto Work for Citrix Agent XenApp 7.6 supported operating systems: Windows Server 2012 R2, Standard and Datacenter Editions Windows Server 2012, Standard and Datacenter Editions Windows Server 2008 R2 SP1, Standard, Enterprise, and Datacenter Editions XenApp 6.5 supported operating systems: Windows Server 2008 R2, 64- bit edition, SP1 Windows Server 2008 R2, 64- bit edition Windows platform requirements: Roaming profiles and folder redirection From external internet access, requires VPN Microsoft.NET Framework (will install with hopto if necessary) RDP Enabled Windows host Remote App Enabled for running Third Party Applications within hopto Work Microsoft Office bit/64- bit and Office 2007 and 2013 for document editing Note: For Microsoft Office and Microsoft RDS, Client Access Licenses (CALs) are required. Please see the Reference section for a link to this information. Note: hopto Work also supports SharePoint 2010, SharePoint 2013, and Mapped Drives. hopto Work Citrix Client (Click here for installation instructions) 1 ipad 2 or later ios 7, 8, or 9 3G network or better Version 2.4

2 What s in this Guide This guide provides instructions for installing and configuring the hopto Work Agents for Citrix, using the hopto Work Control Panel, important references for Remote Desktop and Active Directory, and installing the hopto Work Citrix Client App, with a link to the App Getting Started Guide. Setting up hopto Work for Citrix Installing the hopto Work for Citrix Agent hopto Work for Citrix Control Panel Publishing apps with Citrix Studio and Citrix AppCenter References Useful Links Troubleshooting FAQs Installing the hopto Work Citrix Client 2

3 Setting up hopto Work for Citrix Setting up hopto Work for Citrix encompasses the following steps: 1. Download and install the hopto Work for Citrix Agent on all of your Windows machines. 2. Configure the hopto Citrix Server and hopto Citrix Hosts in the hopto Work Control Panel. Note: The Control Panel settings are different for the Server and Host(s), so you need to configure both the Citrix Server and Citrix Host(s). hopto Citrix Server The administration server for hopto Work Citrix integration. hopto Citrix Host A Citrix- enabled hopto Host that communicates with the hopto Citrix Server to provide access to Office and Published Applications. Installing the hopto Work for Citrix Agent Follow these steps to install the hopto Work for Citrix Agent on each Citrix machine. 1. Log into a host machine as Administrator. 2. Download the hopto Work for Citrix Agent installer from the hopto Work Web site. 3. Run the installer and follow the installation instructions. This table shows the relationship between the hopto Work software components and the Citrix software components. Server\Software hopto Host Agent XenApp 7.6 XenApp 6.5 Component Server 1 hopto Citrix Server Citrix Studio Citrix AppCenter Server 2 hopto Citrix Host Citrix Virtual Delivery Citrix XenApp 6.5 Agent 7.6 Server 3 hopto Citrix Host Citrix Virtual Delivery Agent 7.6 Citrix XenApp 6.5 hopto Work for Citrix Control Panel The hopto Work Control Panel lets you set up and configure the hopto Citrix Server and the hopto Citrix Host(s) for GPO settings, licensing, Citrix published apps, and customizing toolbars with the MAX Editor for the apps running on the client device. Be sure to follow the instructions in the Licensing section to activate permanent licenses and specific users after the 30- day trial license (included in the download) expires. Please set up the machines in this order. Each section includes screenshots and detailed instructions. Control Panel for hopto Citrix Server Control Panel for hopto Host 3

4 Control Panel for hopto Citrix Server Log into the machine that you will delegate as the hopto Citrix Server, which must be the machine that will run Citrix Studio or Citrix AppCenter. Open the hopto Work Control Panel. Settings You can edit the Group Policy Settings at any time for all users. These settings affect all hopto Citrix Hosts. Once you configure the hosts to connect to the licensed Citrix Server, the hosts will retrieve the settings from the hopto Citrix Server. Note: You can also configure settings on a specific host by using the Group Policy Object Editor. When you configure settings on a host with the GPO Editor, those settings will override the settings on the hopto Citrix Server for that specific host. The settings are defined on that host and will be used by that host. Note that the new settings will not take effect for currently logged in users until they log off and log back in. 4

5 Enable hopto for all users: Allows users under this GPO to connect to hosts using the hopto client. Enable documents from other apps to be opened in hopto: The hopto app supports opening documents from other applications. Generally, this feature can pose a potential security risk as it allows external documents to be saved in the secure hopto Work environment. This setting is not stored in a policies key. Enable documents from hopto to be shared to other apps: The hopto app supports a variety of file sharing capabilities, such as as attachment, Open In to open documents in other apps on the client device. Generally, these features can pose a potential security risk as it allows documents to leave the secure hopto environment. This setting is not stored in a policies key. Enable access to SharePoint websites: Enter the SharePoint URL you want users to access. Click the Add button. You can also delete the URL by clicking Delete. This setting is not stored in a policies key. Enable access to cloud storage accounts: Specify which cloud storage accounts you want to make available to users. Enabling cloud storage accounts makes these providers available to hopto users, but they still need to authenticate those accounts in the hopto workspace. This setting is not stored in a policies key. 5

6 Configuration The Configuration Wizard verifies that your system is compatible and ready for hopto Work. If a category is not compatible, a red X appears with a help link next to it. Click Start to begin the Wizard. 6

7 In this sample screen, you can see that three of the four items have been completed while the Office version and activation have a red X. This is because Office is not required on the Citrix Server and is not installed. 7

8 Licensing When you install the hopto Work for Citrix Agent, a 30- day trial license is installed on the server, beginning on the day that you install it. The trial license allows up to 15 users to run hopto Work concurrently. More than 15 different people can run hopto Work during this period, but only 15 people can access the hopto Citrix server at any given time. After the trial license expires, of if you chose to skip the trial license, you need to activate a permanent license on the hopto Citrix Server and configure each hopto Citrix Host to reference the hopto Citrix Server. (See Control Panel for hopto Hosts.) When you activate the permanent license server, you ll also add individual licensed users (required). For the License server, choose This computer. Under Activated licenses, choose the Permanent license and click the Add button. 8

9 Enter the Activation code and the number of seats to activate. Click Add. Note: If you click Apply without having added any licensed users (required), the license server will not restart and you ll get a message saying you must have a name in the list. The best method is to add the license information, add the users (described below), and then click Apply. The license server will restart at that point. 9

10 If the activation code is incorrect, you will receive an error message. Re- check the activation code and try again. 10

11 You then need to add individual user names to this license. You must do this for every user who will be licensed. Click the Add button below the Licensed Users field. Enter the name in the User name field and click Add. Add as many users as you need. When you ve added all the users, click Apply. This action will restart the license server. Note: If there are no users in the list, the license server will not restart, so be sure to add at least one user name to restart the license server. 11

12 Citrix Set up the Delivery Controller the same machine that will run Citrix Studio or Citrix AppCenter as the hopto Citrix Server, which will manage Citrix remote apps. Note: You need to configure and publish Citrix remote applications (Delivery Group 1 and Delivery Group 2, for example) in the Citrix Studio. Published remote apps will appear on the hopto Work Citrix Server Control Panel once you log in to verify the hopto Citrix Server connection. Published remote apps will become available to users on the client device once you connect your hopto Citrix Host(s) to the hopto Citrix Server. See Control Panel for hopto Work Host. To verify that the Delivery Controller has been set up as the hopto Citrix Server and that it is connected, click Login. 12

13 Enter your administrative login credentials in the Login pop- up window for this computer and click OK. 13

14 If your credentials are correct, you ll see that the hopto Work Citrix Server is connected, and you ll see the Citrix published applications. If your credentials are not correct, you ll see the following error message. 14

15 If you get this message, re- check your credentials and log in again. 15

16 MAX (Mobile Application experience Editor) On the hopto Citrix Server, you can create shortcuts, custom toolbar buttons and menu items for hopto Work Citrix published apps. Toolbar buttons and menu items will appear in the toolbar of the Remote App that is running on the client device. All hopto Citrix Hosts that are connected to the hopto Citrix Server will run the published apps. Menu items have the added advantage of offering sub- menu items, which appear in another toolbar just above the main toolbar. Select a remote application, in this example the Calculator app, and click Edit Toolbar. 16

17 This sample shows that four buttons have been added. The following screens describe how to add buttons and menu items. 17

18 In this sample, we chose the notepad.exe app from the Remote App. Click Edit Toolbar. 18

19 Click Add Button to add a button. 19

20 Enter the label name and shortcut. In our sample in the next screen, we chose Cut and Shift+X. 20

21 Click Add to add the button label and shortcut. 21

22 You ll see the Cut button with its shortcut. Continue adding more buttons and shortcuts to customize the toolbar. 22

23 In this sample screen, you ll see two more buttons added. You can then add menu items in the same manner. Click Add Menu. Enter a label and a shortcut, and then click Add. 23

24 Continue adding menu items, including nested items (up to three levels) until you ve customized the toolbar the way you want. Click Apply to save your toolbar buttons and menu items. Once you do this, these toolbar and menu items will be available on the client device in the published app. 24

25 View the customized toolbar in the published app (Notepad) on the client device. You can see Cut, Copy, Paste, Image, and Close Window. 25

26 Support The Support page gives you immediate access to the hopto Helpdesk and lets you report an issue. If you are not sure on which server the error occurred, please provide a report from each machine, including the hopto Citrix Server. 26

27 About Provides the Privacy Policy, Terms of Use, and a link to the hopto website. You can also click Update to receive latest changes, if any. 27

28 Control Panel for hopto Work Host Log into the machine that you will be using as a hopto Citrix Host. This will be one of your machines that runs the Citrix Virtual Delivery Agent 7.6 or Citrix XenApp 6.5. Open the hopto Work Control Panel. Note: You must configure the Control Panel for each Host that you ll be using. Settings The Settings are correctly grayed out as you can only configure these on the hopto Citrix Server or by using the Group Policy Object Editor. See the References section for more information on Group Policy management. Note: When you configure settings on a host with the GPO Editor, those settings will override the settings on the hopto Citrix Server for that specific host. The settings are defined on that host and will be used by that host. 28

29 Configuration The Configuration Wizard verifies that your system is compatible and ready for hopto Work. If a category is not compatible, a red X appears with a help link next to it. Click Start to begin the Wizard. 29

30 In this sample screen, you can see that everything is verified, including activation of Microsoft Office, which runs on the hopto Hosts that are connected to the hopto Citrix Server. 30

31 Licensing For the License server, choose Other computer. Verify that this hopto Citrix Host is pointing to the hopto Citrix Server address or on whichever machine you have established your licensing server. To ensure the connection is correct, click Test connection. 31

32 If the connection is correct, you ll see the verification pop- up window. If the connection is incorrect, an error message will appear. Check to make sure the License server is set to Other computer in this screen, and check the address of the hopto Work Citrix Server or whichever machine you designated as the licensed server. If you still get an error message, check the network connectivity to the license server. 32

33 Citrix Verify that this machine is checked as a hopto Citrix Host and that it is pointing to the hopto Work Citrix Server address. 33

34 MAX This screen explains that all configured hopto Citrix Hosts use the toolbars that are configured on the hopto Citrix Server. See the MAX section in the hopto Work Citrix Control Panel. 34

35 Support The Support page gives you immediate access to the hopto Helpdesk and lets you report an issue. Note: You should report an issue from each hopto Work Citrix Host. 35

36 About Provides the Privacy Policy, Terms of Use, and a link to the hopto website. You can also click Update to receive latest changes, if any. 36

37 Publishing Apps with Citrix AppCenter and Studio This is a brief overview of what you should expect to see in the Citrix Studio on Xen 7.6, in the Citrix AppCenter on Xen 6.5, on the hopto Citrix Server, and hopto Work Citrix Client once you ve published your apps. It is not an explanation of how to publish apps with Citrix. For information on publishing apps with Citrix, please refer to Citrix support pages. This sample screen shows the published apps in Citrix Studio on Xen

38 This sample screen shows the published apps in Citrix AppCenter on Xen 6.5. Once these apps are published in Citrix, you will see them on the hopto Work Citrix Server Control Panel and in the Remote Applications on the client device, as shown in the next two screens. 38

39 On the hopto Work Citrix Server Control Panel, you ll see your published apps from Citrix Studio or Citrix AppCenter once you ve set up the hopto Citrix Server. See hopto Work for Citrix Control Panel. 39

40 This screen shows the published apps that are running on the hopto Work Citrix client. 40

41 References Useful Links This section lists a number of useful links for Citrix and Windows systems. References for Citrix Requirements These links detail system requirements and other useful information you may need. System Requirements and other information for XenApp 7.6 System Requirements and other information for XenApp 6.5 Roaming profiles and folder redirection References for Remote Desktop and Active Directory information If you need general information or help with deploying and using Windows Server 2008 R2 Remote Desktop Services and Active Directory, see the Remote Desktop Services Deployment Guide. Additional links to specific information are included in the list below. Creating a new domain user in Active Directory Adding a domain user to the Domain Admins group Remote Desktop Services Overview Windows Server 2008 R2 Remote Desktop Services Overview Windows Server 2012 R2 Installing and configuring Remote Desktop Session Host Enabling Remote Desktop for a domain user Remote Desktop Services Client Access Licenses (CALs) RemoteApp Overview Windows Server 2008 R2 RemoteApp Manager Windows Server 2008 R2 Publishing Remote Apps in Windows Server 2012 Joining the host to the domain Setting up a mapped drive to access shared drives Setting up a mapped drive for users with GPO Installing the group policy management feature Working with Group Policy Objects 41

42 Troubleshooting FAQs Here are some common questions and FAQs for troubleshooting I m seeing some compatibility issues, what should I do? Please run the Configuration Wizard from the hopto Work Control Panel to verify that your system is compatible and ready for hopto Work. If an issue is discovered, a red X appears next to the issue with a help link. What if I skipped a step? The hopto Work Agent must be installed on each machine, and you must configure the hopto Citrix Server first, and then the hopto Citrix Hosts. Once you start configuring the machines, you must complete all of the steps. I m getting a license error on the hopto Citrix Server. What should I do? Make sure the License server field is set to This computer and that you chose the permanent license and entered the correct activation code. Please see the Licensing section for complete, detailed instructions. I m getting a license error on the hopto Citrix Host. What should I do? Check to make sure the License server field is set to Other computer in this screen, and check the address of the hopto Work Citrix Server or whichever machine you designated as the licensed server. If you still get an error message, check the network connectivity to the license server. Why can t I access the hopto Work group policy? Make sure you were logged in as an Admin user when you access the Group Policy Settings. Why can t I edit the hopto Work group settings? You must log into the host machine as an administrator to edit the group policy settings How do I create a new domain user in the Active Directory? Click new domain user for instructions. Why can t I access my account via hopto Work Citrix? Log in through a different application (for example, Citrix Receiver), and try again. If this doesn t work, you may have some incorrect settings or there is a problem with the RDS system. Contact your administrator. What if I can t create or edit Office documents but I have the appropriate Office products installed? If you installed Office after you installed the hopto Work Agent on your server then the hopto Work Agent must be uninstalled and re- installed. 42

43 Alternatively, you may not have yet activated your office product. Please have the administrator activate Office. My install process for hopto Work seems to be hung and/or is taking a very long time The hopto Work installer will attempt to download and install.net from Microsoft. This is a fairly large package and can take a few minutes to install. This process will occur only once. If you need to re- install (upgrade) hopto Work in the future, you won t need to take this step again. Installing the hopto Work Citrix App The hopto Work Citrix App is available on the Apple App Store. Follow these steps to download and install the hopto Work for Citrix App: 1. Locate the hopto Work for Citrix App under productivity apps, or search for hopto Work for Citrix. 2. Click the Free button. 3. The hopto Work for Citrix App will download automatically. When the app is finished downloading, you ll see the hopto Work for Citrix icon on your screen. Tap the icon to open the app. Note: It s important that users have VPN access to your systems as this is required to connect to your host servers. For detailed instructions and screenshots for hopto Work for Citrix on the ipad, please see the hopto Work for Citrix Getting Started Guide for the ipad. 43