Generes and Associates Desktop Setup Guide LANDTECH ONLINE October 2011
Contents PC USER... 3 Setting up access your SaaS environment... 3 MAC USER... 9 Setting up access to your SaaS environment... 9 Deleting MacICA_OSX.dmg from the desktop... 20 Disabling Read Access Message (optional)... 21 Copyright Wizmo Inc. 2006-2011 2
PC USER Setting up access your SaaS environment To begin using your SaaS environment/ application, you must first download and install the Citrix Client for Windows (PC). 1. Via your Internet Browser (Internet Explorer 6 or higher) go to your Customer Launch Page (CLP). (http://yourcompanyname.wizmoworks.com) 2. If this is your first time logging into the Hosted Environment, click on SETUP. This will download and install the Citrix Web Client and the Screwdrivers clients to your desktop. Please 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. If you are running Windows 7: you can right-click on the Setup button and choose Save Link As Once saved to your local machine, right-click on the downloaded v4044_web_combo.exe and choose Run as Administrator. Copyright Wizmo Inc. 2006-2011 3
3. A new window will pop up asking if you would like to Run or Save the file to your computer. Select Run. This will complete the download process of the Citrix Web Client and the Screwdrivers clients to your desktop. Then, you will be prompted to begin the installation process. 4. A new window will pop up asking if you want to run this software, click Run. Note: If the PC has User Account Control turned on, the user may need to say Yes/Allow to the install. Copyright Wizmo Inc. 2006-2011 4
A progress bar will show up during the installation. 5. You will be notified once the first part of the installation has been completed. Click OK. Copyright Wizmo Inc. 2006-2011 5
6. A new window will pop up automatically for the second part of the installation. Select Next. 7. You will be asked to choose a destination folder. Most people typically accept the default destination. Click Next. Copyright Wizmo Inc. 2006-2011 6
8. You will be asked to select a setup type. Choose Complete and click Next to move on. 9. You will then be asked to confirm that you are ready to install. Click the Install button. Copyright Wizmo Inc. 2006-2011 7
10. You will then see another progress bar showing the status of the installation. 11. Once the installation is complete, a window will pop up to verify that it has been completed. Click Finish. You have now completed the installation process! Copyright Wizmo Inc. 2006-2011 8
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.wizmoworks.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). Copyright Wizmo Inc. 2006-2011 9
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. Copyright Wizmo Inc. 2006-2011 10
5. The above window will appear. Click Continue. 6. Click Continue. Copyright Wizmo Inc. 2006-2011 11
7. Click Agree. 8. Click Install. Copyright Wizmo Inc. 2006-2011 12
9. Enter your local password and click OK. 10. Click Close. You have successfully installed the Citrix ICA client. Copyright Wizmo Inc. 2006-2011 13
11. Return to the Customer Launch Page (CLP) via your Internet browser. You will now download and install the Screwdrivers client. 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). Copyright Wizmo Inc. 2006-2011 14
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. Copyright Wizmo Inc. 2006-2011 15
16. The above dialog box will appear. Click Continue. 17. Click Continue. Copyright Wizmo Inc. 2006-2011 16
18. Click Continue. 19. Click Agree. Copyright Wizmo Inc. 2006-2011 17
20. Click Install. 21. Type in your local password and click OK. Copyright Wizmo Inc. 2006-2011 18
22. Click Close. You have successfully installed both the Citrix ICA and Screwdrivers clients for Mac. 23. Close and re-open your Internet browser. Copyright Wizmo Inc. 2006-2011 19
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. Copyright Wizmo Inc. 2006-2011 20
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. Copyright Wizmo Inc. 2006-2011 21
3. Select Citrix ICA Client. 4. Select Citrix ICA Client Editor. Copyright Wizmo Inc. 2006-2011 22
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. Copyright Wizmo Inc. 2006-2011 23
7. Click on the? to remove the? Click Save. Then Quit. Copyright Wizmo Inc. 2006-2011 24