Running Spotfire DXP 2.0 on a Citrix Presentation Server. Installation Manual

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1 Running Spotfire DXP 2.0 on a Citrix Presentation Server Installation Manual Revision date: 31 May 2007

2 - Use of this User's Guide and Reference Manual is restricted to licensed users of Spotfire software. No part of this documentation may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the prior written consent of Spotfire AB and Spotfire, Inc Spotfire AB. All rights reserved. Spotfire, DecisionSite and Spotfire DXP are trademarks or registered trademarks of Spotfire, Inc., except in the European Community where Spotfire, DecisionSite and Spotfire DXP are trademarks of Spotfire AB. Other company or product names may be the trademarks of their respective owners. Citrix and Citrix Presentation Server are trademarks of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered in the United States Patent and Trademark Office and in other countries. The information contained in this documentation is believed to be correct at the time of printing. Spotfire reserves the right to change or modify the content of this documentation at any time without notice. The content of this documentation is provided "as is." Except as required by applicable law, no warranties of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, title and noninfringement, are made in relation to the accuracy, reliability or content of this documentation. Other resources If you have any questions about a Spotfire product, please do the following: Use the built-in help function. Consult the README files which are included with the product. Visit the Spotfire web site where you can send questions to our support department. Support from Spotfire AB and Spotfire, Inc. Spotfire offers a variety of support agreements. Contact Spotfire for more information about and phone support, training, consulting agreements, and our Product Subscription Programs. WWW: support@spotfire.com 2 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

3 - Contents 1 Installation Instructions Prerequisites Roles Installing Spotfire DXP 2.0 on the Citrix Presentation Server Publishing the Applications Configure Settings for Farm 11 2 Deploying Additions to DXP Upgrade Instructions Installing Spotfire DXP 2.0 on the Citrix Presentation Server Publishing the Applications Configure Settings for Farm Configure Settings for Farm Removing Spotfire DXP Troubleshooting 22 Running Spotfire DXP 2.0 on a Citrix Presentation Server 3 (22)

4 1 - Installation Instructions 1 Installation Instructions 1.1 Prerequisites 1.2 Roles The instructions below assume that you have a working Citrix Presentation Server in place. You also need to have access to a running Spotfire Analytics Server, that Spotfire DXP will connect to. How to install a Spotfire Analytics Server is described in the Spotfire Analytics Server Installation and Configuration Manual. The Spotfire Analytics Server must be a separate machine from the Citrix Presentation Server. Some tools in Spotfire DXP require certain third-party applications to be installed on the Citrix server, for example Microsoft PowerPoint, etc. Spotfire DXP requires Microsoft.NET Framework version 2.0. This must be installed separately before installing Spotfire DXP. For more information on the system requirements of Spotfire DXP, please see To complete the installation, a Spotfire DXP administrator and a Citrix Presentation Server administrator need to be present. The Spotfire DXP administrator should have a good knowledge of Spotfire DXP and the Spotfire Analytics Server. The Citrix Presentation Server administrator should have a good knowledge of the Citrix environment and the various settings that are involved. The instructions below state whether they are to be performed by the Spotfire DXP administrator or the Citrix Presentation Server administrator. 1.3 Installing Spotfire DXP 2.0 on the Citrix Presentation Server This chapter is intended for the Spotfire DXP administator and the Citrix Presentation Server administrator. This chapter is divided into two alternatives. Perform the instructions applicable to you: 4 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

5 1 - Installation Instructions Your company has never had a runnning Spotfire DXP system before. This is the first time a Spotfire DXP client is to be installed. Go to Section on page 5. Your company has a running Spotfire DXP system already in place, and has installed Spotfire DXP clients. You now also want to add Spotfire DXP to a Citrix Presentation Server. Go to Section on page First Time Installation of Spotfire DXP: Follow the instructions in chapter 1.1 to chapter 1.7 of the Spotfire DXP Deployment and Administration Manual. This will explain how to deploy and configure Spotfire DXP 2.0 on the Spotfire Analytics Server, and get a first Spotfire DXP 2.0 client installed on your personal computer. In all cases where the Deployment manual says your personal computer this means a stand alone PC which you, the administrator, have access to. After you have performed the instructions above, if you have any patches or language packs to apply, do so now according to the instructions provided with these. Chapter 1.8 of the Spotfire DXP Deployment and Administration Manual explains how an administrator prepares to install the Spotfire DXP 2.0 client for end users. Perform these instructions, but in all cases where the Deployment manual says your personal computer this means the Citrix Presentation Server. Verifiy that Spotfire DXP 2.0 starts properly, and when satisfied close Spotfire DXP 2.0 again Spotfire DXP 2.0 Already Installed: If your company already has Spotfire DXP 2.0 deployed on the Spotfire Analytics Server, you only need to install the Spotfire DXP 2.0 client on the Citrix Presentation Server. Chapter 1.8 of the Spotfire DXP Deployment and Administration Manual explains how an administrator prepares to install the Spotfire DXP client for end users. Perform these instructions, but in all cases where the Deployment manual says your personal computer this means the Citrix Presentation Server. Verifiy that Spotfire DXP 2.0 starts properly, and when satisfied close Spotfire DXP 2.0 again. Running Spotfire DXP 2.0 on a Citrix Presentation Server 5 (22)

6 1 - Installation Instructions 1.4 Publishing the Applications After Spotfire DXP 2.0 has been installed on the Citrix Presentation Server, you need to deploy it so that the users can access Spotfire DXP 2.0 from their clients. This chapter is intended for the Citrix Presentation Server administrator. To Publish Spotfire DXP 2.0: 1 Open the Citrix Presentation Server Console. 2 Right-click on Application and select Publish Application from the menu. 3 Enter DXP20 as the Display Name and Spotfire DXP 2.0 as the Application Description, and click Next. 6 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

7 1 - Installation Instructions 4 Select the Application radio button. Browse to the Spotfire.Dxp.exe for the Command Line. The Working Directory should automatically be set when doing this. Click Next. 5 Set the Program Neighborhood Settings you want, and click Next. Running Spotfire DXP 2.0 on a Citrix Presentation Server 7 (22)

8 1 - Installation Instructions 6 Specify the Application Appearance. Spotfire DXP 2.0 requires at least 1024x768 and High Color (16 bit). Click Next. 7 Specify the Client Requirements you want, and click Next. 8 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

9 1 - Installation Instructions 8 Specify the Application Limits you want, and click Next. 9 Configure the Access Control you want, and click Next. Running Spotfire DXP 2.0 on a Citrix Presentation Server 9 (22)

10 1 - Installation Instructions 10 Choose the Citrix servers on which Spotfire DXP 2.0 will run, and click Next. 11 Specify which users should have access to Spotfire DXP 2.0, and click Next. 10 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

11 1 - Installation Instructions 12 Specify the file type associations you want, and click Finish. 13 Spotfire DXP 2.0 has now been published. 1.5 Configure Settings for Farm This chapter is intended for the Citrix Presentation Server administrator. 1 Start the Citrix Presentation Server administration tool. 2 Select Properties for the Farm you used for Spotfire DXP 2.0. Running Spotfire DXP 2.0 on a Citrix Presentation Server 11 (22)

12 1 - Installation Instructions 3 On the MetaFrames Settings page, clear the Enable Content Redirection from server to client check box. Spotfire recommends unchecking "Enable Content Redirection from server to client" to ensure that all Web browser related tools work as expectedly. 4 Confirm the changes and exit the administration tool. 12 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

13 2 Deploying Additions to DXP Deploying Additions to DXP 2.0 If you have recieved updated packages, patches or languages packs you want to deploy to the Spotfire Analytics Server, in order for your end users to take advantage of, perform the following instructions. 1 Apply all upgraded packages, patches and language packs to the Spotfire Analytics Server, using the instructions provided with these. 2 Start Spotfire DXP 2.0 from the Citrix Presentation Server. Comment: If prompted, log in as Administrator. Response: The new packages are now downloaded to the Spotfire DXP 2.0 client on the Citrix Presentation Server. 3 Close and exit Spotfire DXP 2.0. The next time an end user logs into Spotfire DXP 2.0 via Citrix, he or she will get the updated packages and functionality. Running Spotfire DXP 2.0 on a Citrix Presentation Server 13 (22)

14 3 - Upgrade Instructions 3 Upgrade Instructions If you already have Spotfire DXP 1.1 deployed on your Spotfire Analytics Server, and have set up your Citrix environment for use with this, perform the following instructions to upgrade everything to Spotfire DXP Installing Spotfire DXP 2.0 on the Citrix Presentation Server Follow the instructions in chapter 2.1 to chapter 2.4 of the Spotfire DXP Deployment and Administration Manual. This will explain how to deploy and configure Spotfire DXP 2.0 on the Spotfire Analytics Server 10.0, and get a first Spotfire DXP 2.0 client installed on a client machine. In all cases where the Deployment manual says your personal computer this means a stand alone PC which you, the administrator, have access to. After you have performed the instructions above, if you have any patches or language packs to apply, do so now according to the instructions provided with these. Chapter 2.5 of the Spotfire DXP Deployment and Administration Manual explains how an administrator prepares to install the Spotfire DXP client for end users. Perform these instructions, but in all cases where the Deployment manual says your personal computer this means the Citrix Presentation Server. Verifiy that Spotfire DXP 2.0 starts properly, and when satisfied close Spotfire DXP 2.0 again. Note: Normally, installing the Spotfire DXP 2.0 client will uninstall the old Spotfire DXP 1.1 client. However, on the Citrix Presentation Server this is not the case. Instructions furter down in this manual will explain how to remove the old Spotfire DXP 1.1 client from your Citrix system. 3.2 Publishing the Applications After Spotfire DXP has been installed on the Citrix Presentation Server, you need to deploy it so that the users can access Spotfire DXP 2.0 from their clients. This chapter is intended for the Citrix Presentation Server administrator. To Publish Spotfire DXP 2.0: 1 Open the Citrix Presentation Server Console. 14 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

15 3 - Upgrade Instructions 2 Right-click on Application and select Publish Application from the menu. 3 4 Enter DXP20 as the Display Name and Spotfire DXP 2.0 as the Application Description, and click Next. Running Spotfire DXP 2.0 on a Citrix Presentation Server 15 (22)

16 3 - Upgrade Instructions Select the Application radio button. Browse to the Spotfire.Dxp.exe for the Command Line. The Working Directory should automatically be set when doing this. Click Next. 5 Set the Program Neighborhood Settings you want, and click Next (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

17 3 - Upgrade Instructions Specify the Application Appearance. Spotfire DXP requires at least 1024x768 and High Color (16 bit). Click Next. 7 Specify the Client Requirements you want, and click Next. 8 Running Spotfire DXP 2.0 on a Citrix Presentation Server 17 (22)

18 3 - Upgrade Instructions Specify the Application Limits you want, and click Next. 9 Configure the Access Control you want, and click Next. 10 Choose the Citrix servers on which Spotfire DXP 2.0 will run, and click Next. 18 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

19 3 - Upgrade Instructions 11 Specify which users should have access to Spotfire DXP 2.0, and click Next. 12 Specify the file type associations you want, and click Finish. 13 Spotfire DXP 2.0 has now been published. Running Spotfire DXP 2.0 on a Citrix Presentation Server 19 (22)

20 3 - Upgrade Instructions 3.3 Configure Settings for Farm This chapter is intended for the Citrix Presentation Server administrator. 1 Start the Citrix Presentation Server administration tool. 2 Select Properties for the Farm you used for Spotfire DXP On the MetaFrames Settings page, clear the Enable Content Redirection from server to client check box. Spotfire recommends unchecking "Enable Content Redirection from server to client" to ensure that all Web browser related tools work as expectedly. Confirm the changes and exit the administration tool. 3.4 Removing Spotfire DXP 1.1 This chapter is intended for the Spotfire DXP administator and the Citrix Presentation Server administrator. When you are satisfied that Spotfire DXP 2.0 works fine, you can remove the old Spotfire DXP 1.1 installation from your Citrix Presentation Server. Important: Be very careful and exact when you do this. Do not remove any folders that are not explicitly stated in these instructions. There will be folders with similar names in similar folders, that are necessary for Spotfire DXP 2.0 to function, so again, be careful and exact. 20 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

21 3 - Upgrade Instructions To Remove the Spotfire DXP 1.1 Files: 1 Open a file browser on the Citrix Presentation Server. 2 Delete the following folders: C:\Documents and Settings\Administrator\Local Settings\Apps\Spotfire DXP C:\Program Files\Spotfire\Spotfire DXP C:\Documents and Settings\Administrator\Local Settings\Application Data\Spotfire C:\Documents and Settings\Default User\Local Settings\Application Data\Spotfire To Remove the Spotfire DXP 1.1 Application: 1 Start the Citrix Presentation Server administration tool. 2 Remove the old Spotfire DXP 1.1 installation from the Citrix Presentation Server. Running Spotfire DXP 2.0 on a Citrix Presentation Server 21 (22)

22 4 - Troubleshooting 4 Troubleshooting Spotfire Library Administrator Cannot be Reached The Spotfire Library Administrator cannot be reached directly from Spotfire DXP in Citrix environment when using NTLM authentication on the Analytics Server. However, the Spotfire DXP administrator can open Spotfire Library Administrator from a non-citrix environment and go to <servername>/spotfire and then click onward to Spotfire Library Administrator or DecisionSite Administrator. 22 (22) Running Spotfire DXP 2.0 on a Citrix Presentation Server

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