Setup Guide September 2013

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Transcription:

Setup Guide September 2013

Table of Contents (PC User) Setting up access to your SaaS environment... 1 (MAC User) Setting up access to your SaaS environment... 6 Deleting MacICA_OSX.dmg from the desktop... 17 Disabling Read Access Message (optional)... 18 Ver 09.26.2013 Copyright Wizmo Inc. 2013

(PC User) Setting up access to your SaaS environment To begin using your SaaS environment/application, you must first download and install the Citrix and ScrewDrivers clients for Windows (PC). 1. Via your Internet Browser (Internet Explorer 6 or higher) go to your Customer Launch Page (CLP) (http://yourcompanyname.flexibake-on-the-cloud.com). 2. If this is your first time logging into your SaaS environment, click on SETUP. This will install the Citrix Web Client and the ScrewDrivers clients to your desktop. Note: Each computer or laptop you would like to use to access your hosted desktop must have the Citrix Web Client loaded, so these steps must be performed on each computer. Note: You must have Admin equivalent rights to your local PC to install these clients. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 1

Note: If you are currently using Internet Explorer (IE9) and have SmartScreen filters turned ON, follow steps 3-5. If you are not using IE9 with SmartScreen filters turned ON, continue on to step 6. If you are currently using IE9 and have SmartScreen filters turned ON, you will see the following message: 3. Click Run. The file will download and a security scan will be performed. 4. A security prompt will appear once the security scan is completed (as shown above). Click Actions. A dialog box will appear with options to choose from. 5. Click More Options and select Run Anyway. Continue on to step 8 Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 2

You will see the following messages: 6. Click Run. 7. Click Run. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 3

8. Click Install. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 4

9. Click Finish. You have now successfully installed the Citrix Web Client and ScrewDrivers client. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 5

(MAC User) Setting up access to your SaaS environment To begin using your SaaS environment/application, you must first download the Citrix and Screwdrivers clients for Mac OSX. The Citrix client must be installed before the Screwdrivers client can be installed. 1. Via your Internet Browser (Safari) go to your Customer Launch Page (http://yourcompanyname.flexibake-on-the-cloud.com) 2. To download the Citrix ICA setup file to your local desktop, click on the here link (located under Apple Mac/OSX Users section as indicated above). Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 6

3. While the client is downloading to your machine, the above dialog box will appear with the download status. Once complete, double-click on the completed download to begin the install. 4. The above window will appear. Click on the Install Citrix Online Plug-in.pkg icon. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 7

5. The above window will appear. Click Continue. 6. Click Continue. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 8

7. Click Agree. 8. Click Install. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 9

9. Enter your local password and click OK. 10. Click Close. You have successfully installed the Citrix ICA client. 11. Return to the Customer Launch Page (CLP) via your Internet browser. You will now download and install the Screwdrivers client. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 10

12. To download the Screwdrivers setup file to your local desktop, click on the here link (located under Apple Mac/OSX Users section as indicated above). Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 11

13. While the client is downloading to your machine, the above dialog box will appear with the download status. Once complete, double-click on the completed download. 14. The above icon will appear on your desktop. Double-click on the ScrewDrivers v4 Client Install icon. 15. The above window will appear. Double-click on the ScrewDrivers v4 for Mac icon (as indicated above) to begin the installation. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 12

16. The above dialog box will appear. Click Continue. 17. Click Continue. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 13

18. Click Continue. 19. Click Agree. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 14

20. Click Install. 21. Type in your local password and click OK. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 15

22. Click Close. You have successfully installed both the Citrix ICA and ScrewDrivers clients for Mac. 23. Close and re-open your Internet browser. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 16

Deleting MacICA_OSX.dmg from the desktop 1. To remove both the MacICA_OSX.dmg icon and the Citrix ICA Client icon from the desktop upon completion, you first need to hold down the Control key while clicking on the Citrix ICA Client icon and choose Eject Citrix ICA Client, or simply drag the icon to the TRASH. 2. You will then be able to drag the MacICA_OSX.dmg icon to the TRASH. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 17

Disabling Read Access Message (optional) Upon your first login, the following dialog box will appear. (NOTE: The following is an optional process. If you want to prevent this popup from appearing at every log in, perform the following steps to disable this on your machine. If you prefer to leave the desktop configuration as is, you simply will need to click Allow at every login.) 1. Select Allow. 2. Click on the desktop to activate the appropriate toolbar. Select Go. Then Applications. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 18

3. Select Citrix ICA Client. 4. Select Citrix ICA Client Editor. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 19

5. Click Default Settings. 6. Select the Drives and Devices tab. In the initial screen, the Read column will contain a? in the C: drive row. Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 20

7. Click on the? to remove the? Click Save. Then Quit Ver 09.26.2013 Copyright Wizmo Inc. 2013 Page 21