Virtual Desktop (Windows 7 VM) User Guide

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1 Virtual Desktop (Windows 7 VM) User Guide Welcome to using your new Virtual Desktop. This technology will offer mobility, enhanced security, and extreme versatility via Citrix technologies and Windows 7. The following is a USER GUIDE for your Virtual Desktop. It will discuss connectivity and offer helpful tips as well as contact information for issues. Company PCs (desktops, laptops) are already configured for Citrix sessions & are ready for users to launch their Virtual Desktops. Please use the links below to learn how to use your Virtual Desktop: i. Connecting through Start Menu while on the company network ii. Connecting through web browser while on the company network iii. How to use Citrix Desktop Viewer after launching your Virtual Desktop iv. Connecting through web browser remotely (home, coffee shop, airport, etc) v. Connecting through mobile device (iphone, ipad, Android, Windows Mobile, etc) vi. Frequently Asked Questions 1

2 Connecting through Start Menu while on the company network 1. [Start Menu] > All Programs > MyApps-Citrix > Windows 7 VM 2. Click on Windows 7 VM and Desktop Viewer will open: 3. Since you are already logged in with your ENERGY, ETC, REGENCYGAS, or other domain credentials, the machine will launch you into your session. (This may take a minute or so as the machine sets up your environment). 2

3 4. Your Virtual Desktop is ready to use: 3

4 Connecting through web browser while on the company network 1. Open up a web browser (Internet Explorer, Firefox, Safari, Chrome) 2. Type in the following URL: 3. Type in your credentials and click Log On (don t forget to choose the correct domain) 4. Your Citrix Applications and Desktops will be listed 5. Click on the tab labeled Desktops 6. Click on Windows 7 VM to launch 4

5 How to use Citrix Desktop Viewer after launching your Virtual Desktop Using Citrix Desktop Viewer 1. To toggle between your physical computer and your virtual session you can use the Citrix Desktop Viewer Toolbar. It is located at the top of the Virtual Machine Window (arrow drop down) 2. Click on the Home button to switch between the two sessions Displaying your Virtual Desktop across multiple displays 1. One Monitor (Full Screen) Click the Full Screen button, this will make the display maximized at full screen size 2. Two Monitors (Spanning) This will allow users to view the Virtual Desktop across two monitors. Using your mouse, drag the Desktop Viewer window across both monitors, so that half of the image appears on the left & half appears on right. Once positioned, click the Full Screen button on the toolbar. 5

6 Connecting through web browser remotely (home, coffee shop, airport, etc) 1. Launch a web browser (Internet Explorer, Firefox, Safari, Chrome) 2. Enter the following URL 3. Type in your credentials and click Log On 4. Your Citrix Applications and Desktops will be listed 5. Click on the tab labeled Desktops 6. Click on your VM to launch 7. For additional Login Help, please click the Login Help link at the bottom of the website which points to 6

7 Connecting through mobile device (iphone, ipad, Android, Windows Mobile, etc) Citrix Receiver needs to be installed on device. This can be obtained in your mobile device s native App Store. Citrix Receiver must be up to date at all times. Citrix Receiver App Configuration 1. Once installed, click on the Receiver icon to launch the app for the first time. Click the Add Account button: 2. Type the following: a. New Account Address = mobile.energytransfer.com b. Click Next c. Username: (type your user ID) 7

8 d. Password: (type your password) e. Domain: ENERGY, ETC, or REGENCYGAS or other domain. f. Security Token Off g. Click Save 3. Once logged in, your Apps and Virtual Machines are located on left menu 4. Click the Windows 7 VM icon to launch (This will automatically place an icon on your Citrix Workspace) 5. Your VM will launch and you will be logged into your virtual session 6. To end your FULLY end your session, select the Log Off Citrix Desktop Toolbar Home: Toggles back and forth between Citrix Workspace & Virtual Session. Pair: Connection of Bluetooth enabled devices such as a Bluetooth keyboard 8

9 Arrow Keys: virtual directional arrows keys Keyboard: virtual keyboard for use in virtual session Pointer: By clicking on this option, a bold ARROW appears as a pointer in your virtual session Magnifier: Mouse over magnifying orb used to highlight small text or numbers Gestures: Multiple touch screen options can be set here for your virtual session Switch: Toggle between multiple Citrix Sessions Customizing your Citrix Workspace Add Your Favorite Apps If you would like to add it to the HOME Screen click the +. Clicking the check mark will remove icon from workspace 9

10 Frequently Asked Questions Question: Citrix, Virtual Desktop, Virtual Client, VM, VDI what do all these mean? Answer: Citrix is company that offers technology to present a virtual Windows 7 desktop to you. It s the same Windows 7 as on your physical PC but its running in our datacenter and being presented to you over the network through a virtual session. This allows you to connect to it from anywhere in the world while making it easy for IT personnel to manage and update it from our secure datacenter. The terms Virtual Desktop, Virtual Client, VM (Virtual Machine), VDI (Virtual Desktop Infrastructure) are all interchangeable terms for your Windows 7 Virtual Desktop. Question: I cannot get Citrix Receiver to launch. Answer: Your Citrix Receiver may be old. Update from the App Store for mobile devices or from for personal desktops/laptops. If you are trying to connect from a company device, please contact the IT Service Desk for the correct version. Question: My virtual session is slow or lags. Answer: This is usually because of poor connectivity. If you are in the field on a mobile device connect to Wi-Fi instead of 4G (cellular data) if possible. Log off, then log back into your session. If you are in a hotel or other shared network environment they often limit bandwidth. We suggest you stop all high bandwidth applications on your laptop/mobile device such streaming video, VPN, etc. before connecting to Citrix through Question: How do I map my printer? Answer: We recommend you map network printers. Only the default local printer will be mapped into the VDI session and it is not saved since you could be logging in from multiple locations and devices. Any network printers that you map within the VDI session will be saved however which is why we recommend it. Question: How do I connect to the C: drive on my local PC? I need to copy some files into my VDI session. Answer: We do not allow USB drives or local drives on PCs/laptops to be mapped into the VDI session when you are coming in externally as a security precaution (mobile.energytransfer.com). If you are coming in internally (myapps.energytransfer.net), we do not have these restrictions in place. Question: How do I connect to my workstation in the office through my VDI session? Answer: In most cases your VDI session will include all the same applications as on your regular office workstation. In the rare case it does not, please contact the IT Service Desk and let them know you need an application added. You may also use RDP to remote into your office workstation from within your VDI session if you need to. Need more assistance? Contact the IT Service Desk: or 10

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