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

Transcription

1 Installing and Configuring hopto Work To configure and install hopto Work on your Microsoft Windows server, you ll need to have Administrator status. Note: The recommended setup is that Active Directory should be configured. You can then use your Active Directory corporate account and your Active Directory credentials to log in and access Remote Desktop Services. System Requirements Be sure you have these system requirements to install and use hopto Work. hopto Work Agent Windows Operating Systems: Windows 7 Ultimate Windows 7 Pro Windows 7 Enterprise Windows 8.0 Enterprise Windows 8.1 Enterprise Windows 10 Pro and Enterprise Windows 2008R2 or 2012R2 Server (64- bit) Windows platform requirements: Internet Access (RD Gateway or 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 Client (Click here for installation instructions) ipad 2 or later ios 7 or 8 3G network or better Android Tablets with Android OS 4.1 or greater, and with a minimum screen size of 4.5 inches Version 2.3 1

2 What s in this Guide This guide provides instructions for installing and configuring the hopto Work Agent, using the hopto Work Control Panel, important references for Remote Desktop and Active Directory, and installing the hopto Work Client App, with a link to the App Getting Started Guide. Easy Install hopto Work Agent hopto Work Control Panel Advanced IT Control Options Publishing apps with hopto References for RD and Active Directory Troubleshooting FAQs Installing the hopto Work Client 2

3 Easy Install hopto Work Agent Follow these steps to install the hopto Work Agent. Easy install: 1. Log into a host machine as Administrator. 2. Download the hopto Work Agent installer from the hopto Work Web site. 3. Run the installer and follow the installation instructions. 4. The hopto Work group policy is automatically installed by the hopto Work installer. We ve provided a hopto Work Configuration Wizard in the hopto Work Control Panel, which verifies that your system is compatible and ready for hopto Work. Once the Wizard is completed successfully, you re ready for a hopto Work connection! The hopto Work Control Panel is your control center for group policy settings, licensing, and using the MAX Editor. 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. 3

4 hopto Work Control Panel Advanced IT Control Options The hopto Work Control Panel lets you perform tasks such setting up licensing servers and assigning user access, managing which cloud sources users can access, and creating custom toolbars and menu items for your Remote Applications. Settings: Lets you configure and manage what users can access, such as cloud storages, SharePoint access, file sharing, and Remote Applications. Configuration: A wizard that verifies that your system is compatible and ready for hopto Work. Licensing: Lets you activate a server license, a license on a specific computer, and activate specific licensed users (required). MAX: The Mobile Application experience Editor lets you customize the toolbar for Remote Apps that are running on a device. Support: Gives you immediate access to the hopto Work Helpdesk and lets you report an issue. About: Provides the Privacy Policy, Terms of Use, and a link to the hopto website. Each option is described in detail with screenshots in the following sections. 4

5 Settings You can edit the Group Policy Settings at any time for all users. Note that the new settings will not take effect for currently logged in users until they log off and log back in. Enable hopto: Allows users under this GPO to connect to hosts using the hopto client. Enable documents from other apps to be opened in the hopto app: The hopto Work 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 with 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. 5

6 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. 6

7 Configuration The Configuration Wizard screens verify that your system is compatible and ready for hopto Work. If a category is not compatible, a red X appears with a help link. Click Start to begin the Wizard. 7

8 In this sample screen, you can see that three of the four items have been completed while the Office version and activation are still in progress. 8

9 This sample screen shows a successful configuration process and all the items are checked. This system is compatible and ready for hopto Work. If a red X does appear, click Refresh and let the Wizard run again. If the red X appears a second time, click the link to receive help with the issue. 9

10 Licensing When you install the hopto Work Agent, a 30- day trial license is installed on the computer. 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 run hopto Work at any given time. After the trial license has expired, a permanent license must be activated on the computer and individual users must be authorized. You can also configure a license server on a different computer. Activate a license Sign in to the computer as Administrator. 2. Run the hopto Work Control Panel. 3. Click Licensing. 4. Under the 'Activated licenses list, click Add. 5. Enter a valid activation code. 6. Click Add. 7. Click Apply. Activate user authorization Permanent licenses can only be used by authorized users. 1. In the Control Panel on the host, click Licensing. 2. Under the 'Licensed users list, click Add. 3. Enter user name. 4. Click Add. 5. Click Apply. Return a license If you have activated a license on one computer and you would like to move the license to another computer, you can return the license and then activate it on the other computer. 1. In the Control Panel, click Licensing. 2. Select the license in the Activated licenses list. 3. Click Return. 4. Click Apply. Partial activation You can activate a specific or partial number of seats. 1. In the Control Panel on the host, click Licensing. 2. Under the 'Activated licenses list, click Add. 3. Enter a valid activation code. 4. Under Number of seats to activate, select Quantity. 5. Enter the number of seats that you want to activate. 6. Click Add. 7. Click Apply.

11 License server If more than one hopto server needs to be configured, follow these steps. 1. Install the hopto Work Agent on another computer (Host 2) on the same network. 2. Stop the hopto License service on Host 2 to ensure that Host 2 is not using its local license server. 3. Run the Control Panel. 4. Click Licensing. 5. Under License server drop- down list, select Other computer. 6. Enter the address of Host 1 in the Address field. 7. Click Apply. 11

12 MAX (Mobile Application experience Editor) You can create custom toolbar buttons and menu items for your remote applications with the MAX Editor. Both toolbar buttons and menu items will appear in the toolbar at the bottom of the Remote App. Menu items have the added advantage of offering sub- menu items, which appear in another toolbar just above the main toolbar. MAX Windows shortcuts. Creating toolbar buttons and menu items To get started, choose a Remote App and click Edit Toolbar. For our sample screens, we ve chosen WordPad. 12

13 Click Add button to display the Add new button dialog box. 13

14 Add a Button name and a shortcut In the Add new button dialog box, enter a name in the Label section. In this example, we ve entered the word Cut. In the Shortcuts section, add your shortcut. You can do this by using the shortcut keystrokes themselves on your keyboard. For example, press Shift + X and the shortcut will appear. Click Add. 14

15 You ll see the button and shortcut have been added to the list with the button symbol to the left of it. At this point, you can click Apply, and the button will appear in the Remote App toolbar on the device. Or, you can continue adding buttons, add menu items, or return to the Remote App List to add toolbar and menu items to a different Remote App. If you want to revert to the default settings, click Set Default. A dialog box appears asking if you want to do this. Click OK or Cancel. The next screen shows that we have added three more toolbar buttons. 15

16 When you re ready to apply the buttons to the Remote App toolbar on the device, click Apply. We ll add some menu items in the following sample screens. 16

17 Add a menu item A menu item looks like a toolbar button, but it can have up to three sub- menu items. Click Add Menu to display the Add new menu dialog box. In the Label section, add the menu item name. In the Shortcuts section, add the shortcut by pressing Ctrl+I (in this example). Click Add to add the menu item to the list. 17

18 You ll see the menu item and shortcut have been added with the menu symbol next to it. You can add up to three sub- menu items. Make sure the main menu item is highlighted and click Add Menu. 18

19 Enter the Label name and Shortcut. Click Add. 19

20 You ll see the Select menu item and its shortcut. This sample screen also shows that we added two submenu items. The maximum number of sub- menu items is three. You can add up to 10 menu items and five shortcuts. 20

21 Editing toolbar buttons and menu items It s easy to edit a button or menu item. Highlight the item you want to edit and click Edit. In this example, we re editing the Close button by changing the Label name to Close Window. 21

22 Then, we re deleting the duplicate shortcut. If you hover the mouse over the shortcut, a gray shaded area appears with an X. Click the X to delete the shortcut. Click Save. To delete any toolbar button or menu item, highlight the item and click Delete. 22

23 View the custom toolbar buttons in the Remote App on the device In the hopto Work client on the device, open WordPad and you ll see your custom toolbar buttons across the bottom of the app in the Workspace. 23

24 Support The Support panel lets you report an issue and gives you immediate access to the hopto Work Helpdesk. Fill out the form and click Submit to report an issue. 24

25 When you click the More Help Topics link, the hopto Work Helpdesk appears in a browser window. 25

26 About The About panel includes our Privacy Policy, Terms of Use, and a link to the hopto home page. 26

27 Publishing apps with hopto MAX 1.1 in version 2.3 of the Host Agent lets you publish apps on ipad, iphone, and Android mobile devices by creating shortcuts to them in a PublishedApps folder on your Windows server. You can publish apps for all users or for specific users. If you do publish apps for specific users, you must either be the specified user performing the task or have Admin rights to publish for specific users. Once you publish the apps, when users tap Remote Applications on their mobile device, they ll see the published apps if they have access to them. If you don t already have a PublishedApps folder within the hopto folder, you need to create one. You only have to do this once. Create a new hopto PublishedApps folder for all users Follow these steps to create the new folder. 1. From the Start menu, click Computer and navigate to the hopto folder: Computer > Local Disk (C:) > ProgramData > hopto. 2. Click the hopto folder. Create a new folder and name it PublishedApps. Create a new hopto PublishedApps folder for specific users You must be the specified user to complete this task or you need permission from your Admin. 1. From the Start menu, click Computer and navigate to the hopto folder via the Users folder: Computer > Local Disk (C:) > Users > UserName > AppData > Roaming > hopto. 2. Click the hopto folder. Create a new folder and name it PublishedApps. For instructions on publishing apps, see the following sections: Publish apps for all users Publish apps for a specific user 27

28 Publish apps for all users Once you ve created your PublishedApps folder, navigate to it: Computer > Local Disk (C:) > ProgramData > hopto > PublishedApps. The shortcuts you create will be placed in this folder, as shown in this example. The following sections describe the steps for creating the shortcuts. 28

29 To create a shortcut, right- click on the screen and click New, and then Shortcut. Note: This process may vary on different Windows systems, but the task here is to display a menu that lets you create a new shortcut. 29

30 The Create Shortcut dialog box appears. 30

31 Click Browse to locate your Remote Applications in the Program Files folder. 31

32 In this example, we ve chosen to create a shortcut for Mozilla Firefox. Click Mozilla Firefox and navigate to the firefox.exe file. Click OK. 32

33 You ll see the location of the item you chose. Click Next to continue. 33

34 Choose the name for the shortcut. You can name it what you want, but in this example, we re keeping the name firefox.exe. Click Finish to add the shortcut to the PublishedApps folder. 34

35 In this example, you can see the firefox.exe shortcut we just added, as well as a number of other shortcuts. Continue adding shortcuts following the same steps. 35

36 View shortcuts in MAX Editor Once you ve created the shortcuts, you can see the list in the MAX Editor. Open the hopto Control Panel from the Start menu. Note: The hopto Control Panel appears in different locations on different Windows systems; this is just our example. 36

37 Click MAX and you ll see the shortcuts list with the firefox.exe shortcut that we just added. 37

38 View the published Remote Apps on the device The client app hopto Work on the device will now display the Remote Apps that you ve published. You ll see the firefox.exe as well as others that have been published for this example. This example shows the ipad, but the published apps will appear on the iphone and Android devices as well. 38

39 Publish apps for a specific user You need to be the specified user to perform this task or have Admin rights to publish apps for specific users. Navigate to the PublishedApps folder: Computer > Local Disk (C:) > Users > UserName > AppData > Roaming > hopto > PublishedApps. The shortcuts you create will be placed in this folder, as shown in this example. The following sections describe the steps for creating the shortcuts. 39

40 To create a shortcut, right- click on the screen and click New, and then Shortcut. Note: This process may vary on different Windows systems, but the task here is to display a menu that lets you create a new shortcut. 40

41 The Create Shortcut dialog box appears. 41

42 Click Browse to locate your Remote Applications in the Program Files folder. 42

43 In this example, we ve chosen to create a shortcut for Google Chrome. Click Google, and then Chrome. Navigate to the chrome.exe file. Click OK. 43

44 You ll see the location of the item you chose. Click Next to continue. 44

45 Choose the name for the shortcut. You can name it what you want, but in this example, we re keeping the name chrome.exe. Click Finish to add the shortcut to the PublishedApps folder. 45

46 In this example, you can see the chrome.exe shortcut we just added, as well as one other shortcut. 46

47 User- specific shortcuts behavior in MAX Editor Even though you ve created the shortcuts, you won t see them listed in the MAX Editor because the only shortcuts that appear are the ones created for ALL users. For an example of this behavior, open the hopto Control Panel from the Start menu. Note: The hopto Control Panel appears in different locations on different Windows systems; this is just our example. 47

48 Click MAX and you ll see the shortcuts list. NOTE: The shortcut you created, chrome.exe, is not visible. This is normal behavior as the MAX Editor only displays shortcuts that were created for all users. But, the shortcut will appear in the hopto Work app on the device for the specific user (you) or for users who were granted permission by the Admin if the Admin created the shortcuts. 48

49 View the published Remote Apps on the device The client app hopto Work on the device will now display the Remote Apps that you ve published. Here you ll see the chrome.exe file that you created as the specific user. NOTE: Only the specific user who created this shortcut will see it. Users who have not been given access to this shortcut will not see it on their device. This example shows the ipad, but the published apps will appear on the iphone and Android devices as well. 49

50 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 50

51 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 and Client can be installed in any order, but once you start installing either, you must complete all of the steps. I m getting a license error. What should I do? Make sure you set up your licensing correctly. Please see the Licensing section for complete, detailed instructions. Why can t I access my account via hopto? Log in through a different application (for example, Remote Desktop), and try again. If this doesn t work, you may have some incorrect settings or there is a problem with the RDS system. 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. 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. 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. 51

52 Installing the hopto Work Client The hopto Work Client is available on the Apple App Store. Follow these steps to download and install the hopto Client: 1. Locate the hopto Work Client app under productivity apps, or search for hopto Work. 2. Click the Free button. 3. The hopto Work Client app will download automatically. When the app is finished downloading, you ll see the hopto Work icon on your screen. Tap the hopto Work icon to open the app. Note: It s important that users have a VPN or Gateway access to your systems as this is required to connect to your host servers. Please see the hopto Work Client Getting Started Guide for the ipad for detailed instructions and screenshots of the hopto Work ipad workspace. Please see the hopto Work Client Getting Started Guide for the iphone for detailed instructions and screenshots of the hopto Work iphone workspace. Please see the hopto Work Client Getting Started Guide for Android devices for detailed instructions and screenshots of the hopto Work Android workspace. 52