Citrix Portal Windows_English

Transcription

1 DOCUMT NO. Status Name Function Date DD-MM-YYYY Created: D. Schenker Apprentice (INF) :53:28 D. Schenker Signature Handwritten signature or electronic signature (time (CET) and name) 1 Purpose This document describes the process of setting up and using the Citrix Portal on any device. 2 Index 1 Purpose Index Windows PC / Notebook / Tablet Preparation Important information Installing the Citrix Receiver Working with Citrix Working with Windows 10 and Mozilla Firefox, Opera and Internet Explorer Working with Windows 10 and Google Chrome Logging off correctly Citrix Apps Citrix Desktop Page 1 of 12

2 DOCUMT NO. 3 Windows PC / Notebook / Tablet 3.1 Preparation - PC / Notebook / Tablet with Windows 7 / 8 / 8.1 and Windows XP is not supported. - Web browser: o Internet Explorer o Edge Browser o Mozilla Firefox o Google Chrome o Opera - Functioning Hardware- or Software-Token. - Admin rights on the used device. - Internet access. 3.2 Important information - A stable internet connection is recommended. This can be checked using the Connection Quality Indicator: Installing the Citrix Receiver Download the supported version of Citrix Receiver (version ): This is only necessary on private devices. Ypsomed Notebooks already have the Citrix Receiver installed. Save Page 2 of 12

3 DOCUMT NO. Execute. After executing the Citrix Receiver file, the welcome window will appear. Click on the Start button to continue. A window with the license agreement will appear. Agree and start the installation process by clicking on the Install button. Page 3 of 12

4 DOCUMT NO. Don t enable single sign-on Add Account Enter the server address and click Add If you don t want this window to appear with every fresh sign-in, check the box. Log in as follows: User Name Windows / Citrix Password PIN + token code (hardware token or RSA app) Log On Page 4 of 12

5 DOCUMT NO. Apps and desktop open automatically and you can work. 3.4 Working with Citrix Search for the Citrix Receiver in Windows 10 or Windows 8.1. From the Start menu And start Log in as follows: User name Windows / Citrix Password PIN + token code (hardware token or RSA app) Log On You can now choose between Citrix desktop and Citrix applications. Desktop or Application Start Page 5 of 12

6 DOCUMT NO. Citrix desktop starts automatically Choose your favourite applications Click details. Managing your favourites Choose details. Adding Desktop Prod to your favourites. Adding Outlook 2013 to your favourites. Desktop Prod and Outlook 2013 are now visible on your favourites. Run the Citrix Desktop. Page 6 of 12

7 DOCUMT NO. Citrix Desktop is now launching. Once-only request per device. Check Do not ask me again for this site and Permit all access. Once-only request per device. Check at Do not ask me again for this virtual desktop and Read/Write access. Page 7 of 12

8 DOCUMT NO. The access to your Citrix Portal is now established. Open the dropdown menu. Home Changing between Citrix and your local client. Ctrl+Alt+Del Lock Sign Out Change a password Task Manager Page 8 of 12

9 DOCUMT NO. Configure preferences. Configure settings. Register File Access: Check Read and Write. Configure settings Register Connections: Choose Do not connect. Page 9 of 12

10 DOCUMT NO. Configure settings Register display: Choose best resolution (Recommended) Configure settings Register Flash: Optimize content (Current version of Flash Player is required). Switching between full screen and windowed mode. Page 10 of 12

11 DOCUMT NO. 3.6 Working with Windows 10 and Mozilla Firefox, Opera and Internet Explorer In Windows 10, there is no relevant difference concerning the installation and the log in process among the abovementioned browsers. For further information concerning the installation, the log in and the configuration, you can refer to chapters 3.3 and 3.4 respectively. 3.7 Working with Windows 10 and Google Chrome After the installation of the Citrix Receiver, proceed as usual by navigating to the Citrix log in website: m In Google Chrome you need to confirm that you re trusting this website. After the registration, click on your name in the top right corner, and then click Activate. Chrome will download a file, which you need to launch by left-clicking. This window will appear. By clicking Add, you confirm trusting this website. You can now launch the Desktop. For more information, refer to chapter 3.4. Page 11 of 12

12 DOCUMT NO. 3.9 Logging off correctly Citrix Apps Close the application window as usual Citrix Desktop Following the correct logoff procedure is recommended. Screenshot Description Possibility 1 Right-click the Windows start button. Sign out. The Citrix Desktop will log off. Possibility 2 Left-click the Windows start button Left click on your name and choose Sign out. Click on your username. Log Off. Now you are logged off correctly. Page 12 of 12