DICKSTEIN SHAPIRO REMOTE ACCESS RESOURCES

(1)

DICKSTEIN

SHAPIRO

REMOTE

ACCESS

RESOURCES

ANDROID TABLETS

Mac

FIRST-TIME USE: THINGS TO KNOW AND DO

iPAD

Troubleshooting Tips WINDOWS

FAQs

EXIT

(2)

Remote Access – Citrix

First-Time Use

A

CCESSING

C

ITRIX

V

IRTUAL

D

ESKTOP

1. In the address bar of your web browser, type

http://www.dicksteinremote.com.

Performance is optimal when you select the appropriate desktop based on the location of your primary office

L

OGGING

I

N

1. Enter your networkusername in the USER NAME

field.

2. Enter your network password in the PASSWORD

field.

3. Enter your RSA SECURID number in the

PASSCODE field. 4. Click the LOG ON button.

If you were issued an RSA key fob device, enter your 4-digit PIN, directly followed by the key fob auto-generated 6-digit number in the PASSCODE field, without spaces.

If your mobile device has the RSA SE C U RID app, select the

RSA SE C U RID icon. Enter your 4-digit PIN at the prompt, and

click the EN T E R key. Type the auto-generated 8-digit RSA SE C U RID number in the PASSCODE field without spaces (e.g. 12345678). Do not enter your PIN in the PASSCODE field.

I

TEMS

T

O

N

OTE

C

ITRIX

D

ESKTOP

 You will have three (3) desktop icons: My Computer, Business Applications and your H Drive:

 My Computer Desktop Icon

 The BUSINESS APPLICATION folder houses

your published applications

 To save documents outside of the DM system, select the MY DOCUMENTS folder on your H: drive.  Saving items to the Citrix Desktop and pinning items to the Citrix Start Menu are restricted to ensure system performance.

Citrix sessions will automatically log off after two (2) hours of inactivity.

R

EAD

/W

RITE

F

ILE

A

CCESS

The first time you access MY COMPUTER, you will

receive the following prompt:

1. Click READ/WRITE ACCESS.

2. Click the DO NOT ASK ME AGAIN FOR THIS VIRTUAL DESKTOP check box.

If you do not choose RE A D/W R I T E A C C E S S you will not be able to check out or save documents to My Computer.

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Remote Access - Citrix: First-Time Use

W

ORKING IN THE

R

EMOTE

D

ESKTOP

O

PENING

P

ROGRAMS

1. Click the START button.

2. Click ALL PROGRAMS to expand the list of available

programs.

3. Click on any program listed to open it.

C

USTOMIZING

C

ITRIX

The Citrix Desktop will not have your in-office computer settings. You will need to customize your Citrix profile the first time you login to Citrix.

O

UTLOOK

SIGNATURE

Follow instructions below to create your email signature.

1. Click FILE |OPTIONS | MAIL | SIGNATURES |

NEW

2. Type the Standard Signature in the NEW SIGNATURE field.

3. Click OK.

4. Add the information for your standard signature in the EDIT SIGNATURE field.

5. Under CHOOSE DEFAULT SIGNATURE click the

down arrow for new messages, click to select the

STANDARD SIGNATURE.

 For replies and forwards, repeat step 5 above.

6. Click OK.

O

THER

O

FFICE

A

PPLICATIONS

QUICK ACCE SS TOOLBAR

Follow instructions below to customize the QUICK

ACCESSTOOLBAR (“TOOLBAR”) for all Office

applications (Outlook, Word, Excel, and PowerPoint). To add items to the TOOLBAR in any Office application,

choose one of the below methods:

1. Open an Office application (Word, Outlook, Excel, or PowerPoint).

2. Right click an icon on the ribbon tab and choose “ADD TO QUICK ACCESS TOOLBAR”

 You can choose to show the TOOLBAR

above the ribbon or leave it as is.

For features not found on the tabbed menus: 1. Click the down arrow on the TOOLBAR. 2. Click MORE COMMANDS.

3. Choose commands by highlighting them, clicking the button, and then clicking OK.

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Remote Access - Citrix: First-Time Use

 Move options up or down by highlighting them,

and using the arrows on the right.

I

NTERNET

E

XPLORER

Internet Explorer (IE) browsing in Citrix should be limited to the Loop and other firm resources. Your in-office IE Favorites will not be available. If you need assistance adding or importing your Favorites, please contact the Help Desk.

Tip: If you save www.dicksteinremote.com as a trusted site in your IE browser, the iDesktop application will automatically open for you.

P

RINTERS

The default printer on your computer will automatically be added to your printer selection.

A

PPS

Published Applications are accessible through the

BUSINESS APPLICATIONS folder on your Citrix desktop.

Alternatively, you can access Published Applications through the Citrix Receiver by following the steps below.

1. Published Applications are simply APPS now. From

the Citrix Receiver main window, click the APPS

button.

2. Click the green

+

sign on the left side of the Citrix Receiver screen, and then click on the ALL APPS

link to expand the list. The list of Apps to which you have access appears.

3. Click on the link you wish to add as an App. The App is added to the Citrix Receiver desktop.

 Right click on an App to START or REMOVE

it from the Citrix Receiver screen.

L

OGGING

O

FF

2. Click LOG OFF.

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Remote Access (Windows):

Accessing the Citrix Virtual Desktop

A

CCESSING

C

ITRIX

V

IRTUAL

D

ESKTOP

1. In the address bar of the browser, type

2. Choose the appropriate CITRIX REMOTE DESKTOP

based on your primary office.

L

OGGING

I

N

field.

If CI T R I X RE C E I V E R is not installed, you will see the prompt below. Follow first-time setup instructions to install the receiver. Otherwise, skip to the Opening Programs section

F

IRST

-T

IME

S

ETUP

:

I

NSTALLING

C

ITRIX

R

ECEIVER

The following instructions pertain to Internet Explorer.

1. Click the check box to AGREE and click on INSTALL.

2. Click RUN on the FILE DOWNLOAD prompt and the

following INTERNET EXPLORER – SECURITY

WARNING prompt.

3. Click the IDESKTOP icon on the Citrix Receiver to

load the Citrix Desktop.

Citrix sessions will automatically log off after two (2) hours of inactivity.

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Remote Access (Windows): Accessing the Citrix Virtual Desktop

O

PENING

P

ROGRAMS

2. Click ALL PROGRAMS to expand the list of available

programs.

3. Click on any program listed to open it.

A

PPS

Published Applications are simply called APPS now, and

are accessible through the BUSINESS APPLICATIONS

folder on your Citrix desktop. Double click on the folder to use the APPS you have access to.

Alternatively, you can access the Apps through the Citrix Receiver. Refer to the FIRST-TIME USE GUIDE.

E

XPORTING

DM

D

OCUMENTS

If you need to edit document(s) and you are in an area with unreliable Internet access, you can export the document(s) to revise offline.

The computer you are working on must have Microsoft Office 2010 (Word, Excel and PowerPoint) installed on it.

1. With the document selected in the DM QUICK

RETRIEVE pane, right click on the selected

document and click EXPORT. The Browse For Folder dialog appears.

2. Click to expand the COMPUTER option and click to

highlight LOCAL DISK (C: ON . . .

3. Navigate to a subfolder on your Local Disk to save your document(s).

BEST PRACTICE: Create a new folder called DM EX P O R T E D FI L E S to save any files you export from DM.

4. Click MAKE NEW FOLDER. The New folder is highlighted.

5. Type in DM EXPORTED FILES, and click OK. 6. Select CHECK-OUT AND LOCK from the TYPE OF

EXPORT drop down menu.

7. Click OK.

Once you have checked out your documents to edit offline, log off of Citrix.

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Remote Access (Windows): Accessing the Citrix Virtual Desktop

L

OGGING

O

FF

1. Close all applications.

3. Click LOG OFF.

You have now ended the Citrix session.

A

CCESSING

E

XPORTED

D

OCUMENTS

-

O

FFLINE

1. Using WINDOWS EXPLORER, navigate to the

location where the exported document was saved. 2. Double-click on the DM EXPORTED FILES folder

and double click on the document to open it and begin editing.

IMPORTANT: Do not move or rename the checked out file.

C

HECKING

I

N

E

XPORTED

DM

D

OCUMENTS

1. Log into the CITRIX DESKTOP.

2. Locate your document in DM. With the document selected in the DM QUICK RETRIEVE pane, right

click on the selected document and click CHECK-IN.

The Unlock Document(s) dialog box appears.

 DM remembers the checked-out location, and that is pre-populated in the COPY

FROM field.

3. Click the desiredCHECK-IN option.

4. Click the ELLIPSIS button in the COPY FROM field.

The Browse For Folder dialog appears.

5. Click the DM EXPORTED FILES folder, and then click OK.

If no changes were made, simply click the UN L O C K option

.PDF

S

OFTWARE ON

C

ITRIX

D

ESKTOP

 Adobe Acrobat X Professional replaces the Nuance PDF software suite.

 New options available in the Office Suite (Outlook, Word, PowerPoint, and Excel) include:

 File > Save as Adobe PDF.

 File > Save & Send > Send As PDF.

 Acrobat Tab and Ribbon Commands allows you to:

o Create PDF o Preferences

o Create and Attach to Email o Mail Merge

o Create and Send for Review o Acrobat Comments

o Embed Flash

The options available on the Acrobat Ribbon may differ depending on the Office application, e.g., Excel.

(8)

Remote Access (Mac):

Accessing the Citrix Virtual Desktop

A

CCESSING

C

ITRIX

V

IRTUAL

D

ESKTOP

1. In the address bar of the browser, type

2. Choose the appropriate CITRIX REMOTE DESKTOP

based on your primary office.

L

OGGING

I

N

field.

If CI T R I X RE C E I V E R is not installed, you will see the prompt below. Follow first-time setup instructions to install the receiver. Otherwise, skip to the Opening Programs section

F

IRST

-T

IME

S

ETUP

:

I

NSTALLING

C

ITRIX

R

ECEIVER

The following instructions pertain to Safari. Follow the pop-up blocker instructions for your Internet Browser, e.g. Firefox.

1. Temporarily enable the pop-up blocker to prevent interruption during the CITRIX RECEIVER

installation process. 2. Open your Safari Browser.

3. At the top of the MAC screen, click SAFARI,

PREFERENCES, SECURITY and enable the BLOCK

POP UPS.

4. Click the check box to AGREE and click on INSTALL.

5. The CITRIX RECEIVER DMGFILE will be saved to

your DOWNLOADS folder.

6. Go to the DOWNLOADS folder and double click

CITRIX RECEIVER DMG file to start the

installation wizard. Follow the prompts to install the

RECEIVER.

7. Your CITRIX DESKTOP will load upon completion of installing the CITRIX RECEIVER.

Citrix sessions will automatically log off after two (2) hours of inactivity.

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Remote Access (Mac): Accessing the Citrix Virtual Desktop

O

PENING

P

ROGRAMS

1. Click the START button .

2. Click ALL PROGRAMS to expand the list of available programs.

3. Click on any PROGRAM listed to open it.

A

PPS

Published Applications are simply called APPS now, and

are accessible through the BUSINESS APPLICATIONS

folder on your Citrix desktop. Double click on the folder to use the APPS you have access to.

Alternatively, you can access the Apps through the Citrix Receiver. Refer to the FIRST-TIME USE GUIDE.

E

XPORTING

DM

D

OCUMENTS

If you need to edit document(s) and you are in an area with unreliable Internet access, you can export the document(s) to revise offline.

The Mac you are working on must have Microsoft Office 2011 (Word, Excel and PowerPoint) installed on it.

1. With your document selected in the DM QUICK

RETRIEVE pane, right click on the selected

document and click EXPORT. The Browse For Folder

dialog appears.

2. Click to expand the COMPUTER option and click to

highlight LOCAL DISK (C: ON . . .

3. Navigate to a subfolder on your Local Disk to save your document(s).

BEST PRACTICE: Create a new folder called DM EX P O R T E D FI L E S to save any files you export from DM.

4. Click MAKE NEW FOLDER. The New folder is

highlighted.

5. Type in DM EXPORTED FILES, and click OK.

6. Select Check-out and Lock from theType of export drop down menu.

7. Click OK.

Once you have checked out your documents to edit offline, log off of Citrix.

(10)

Remote Access (Mac): Accessing the Citrix Virtual Desktop

L

OGGING

O

FF

1. Close all applications. 2. Click the START button.

3. Click LOG OFF .

You have now ended the Citrix session.

A

CCESSING

E

XPORTED

D

OCUMENTS

-

O

FFLINE

1. Using FINDER, navigate to the location where the

checked out document was saved.

2. Double-click on the DM EXPORTED FILES folder

and double click on the document to open it and begin editing.

IMPORTANT: Do not move or rename the exported file.

C

HECKING IN

E

XPORTED

D

M

D

OCUMENTS

1. Log into the CITRIX DESKTOP.

2. Locate your document in DM. With the document selected in the DM QUICK RETRIEVE pane, right

click on the selected document and click CHECK-IN.

The Unlock Document(s) dialog appears.

 DM remembers the checked-out location, and that is pre-populated in the COPY

FROM field.

3. Click the desiredCHECK-IN option.

4. Click the ELLIPSIS button in the COPY FROM field.

The Browse For Folder dialog appears.

5. Click the DM EXPORTED FILES folder, and then

click OK.

If no changes were made, simply click the U option.

.

PDF

S

OFTWARE ON

C

ITRIX

D

ESKTOP

 Adobe Acrobat X Professional replaces the Nuance PDF software suite.

 New options available in the Office Suite (Outlook, Word, PowerPoint, and Excel) include:

 File > Save as Adobe PDF.

 File > Save & Send > Send As PDF.

 Acrobat Tab and Ribbon Commands allows you to:

o Create PDF o Preferences

o Create and Attach to Email o Mail Merge

o Create and Send for Review o Acrobat Comments

o Embed Flash

The options available on the Acrobat Ribbon may differ depending on the Office application, e.g., Excel.

(11)

Remote Access (iPad)

Accessing the Citrix Virtual Desktop

I

NSTALL THE

C

ITRIX

R

ECEIVER

A

PP

If the Citrix Receiver is already installed on your iPad, skip to

Modify Existing Citrix Receiver App Section

1. From the Apple App Store, search for the free app Citrix Receiverfor iPad.

2. Follow the prompts to install the app on your iPad.

C

ONFIGURE THE

C

ITRIX

R

ECEIVER

A

PP

1. Locate and tap the CITRIX

RECEIVER icon on your iPad to

launch the app.

2. Tap the ADD ACCOUNT button

3. Type the Citrix address based on your primary office:

EAST COAST: https://citrixeast.dicksteinremote.com

WEST COAST:https://citrixwest.dicksteinremote.com

4. Tap NEXT.

 Enter your username.

 Enter your password.

 In the Domain box type DSM.

 Enter your RSA SECUREID TOKENCODE.  Tap LOG ON in the top right corner. The

Citrix Receiver is ready to use.

M

ODIFY

E

XISTING

C

ITRIX

R

ECEIVER

A

PP

1. Locate and tap the CITRIX RECEIVER

icon on your iPad to launch the app. 2. Tap theACCOUNTS icon in the upper

righthand corner

3. Tap Dicksteinremote Virtual Apps 4. Tap Delete Account

5. Follow Steps 2-4 in Configure The Citrix Receiver App Section

L

OG INTO

C

ITRIX

1. Locate and tap the CITRIX

RECEIVER icon on your iPad to

launch the app.

2. Tap the green

+

icon on the left hand side of the screen.

3. Tap the IDESKTOP icon to log in to your Citrix

(12)

Remote Access (iPad): Accessing the Citrix Virtual Desktop

You will be prompted to:

 Enter your username.

 Enter your password.

 Enter your RSA SECUREID TOKENCODE.

 Tap LOG ON in the top right corner. The

Citrix desktop loads and is ready to use.

C

ITRIX

T

OOLBAR

 OPENING THEKEYBOARD Tap the

CITRIX TOOLBAR tab at the top middle of the screen and tap the Keyboard icon to show the keyboard.

 HIDING THEKEYBOARD Tap the Hide Keyboard button in the bottom right corner of the screen to hide the Keyboard.

 DISPLAYING A MOUSE POINTER Tap the CITRIX TOOLBAR tab and tap Pointer to

enable a mouse pointer on the screen. Tap the Pointer again to disable to function.

 MAGNIFYING AREAS ON THESCREEN

Tap the CITRIX TOOLBAR tab and tap the

Magnifier to zoom into an area of the screen as you track your finger over the surface. Tap the Magnifier again to disable to function.

 ACCESSING A SHORTCUT MENU (RIGHT-CLICK) Touch, hold and release

WORKING

IN

THE

CITRIX

VIRTUAL

DESKTOP

1. OPENING DM DOCUMENTS (WORD) Tap the

START menu button.

2. Tap ALL PROGRAMS. Tap WORD.

3. Locate and open the document from RECENT DOCUMENTS, RECENT WORKSPACES or perform an ADVANCEDDOCUMENT SEARCH. 4. Open the KEYBOARD to edits the document. 5. SAVE your document per usual.

6. TAPYES to save and close the document.

You must choose CLOSE from the OFFICE button to check in edits into DM. Do not close the program using the WINDOWS CLOSE button.

7. TAP the OFFICE button and select EXIT. Citrix Toolbar

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Remote Access (Android Tablet)

Accessing the Citrix Virtual Desktop

I

NSTALL THE

C

ITRIX

R

ECEIVER

A

PP

1. Use your Android to search the GOOGLE PLAY

STORE for the free app CITRIX RECEIVER.

2. Follow the prompts to install the app on your Android tablet.

C

ONFIGURE THE

C

ITRIX

R

ECEIVER

A

PP

1. Locate the CITRIX icon on your Android and tap the icon to launch the app. 2. In the top right corner, tap the ADD

ACCOUNT button.

3. Type the Citrix address based on your primary office:

EAST COAST: https://citrixeast.dicksteinremote.com

WEST COAST: https://citrixwest.dicksteinremote.com

4. Tap NEXT.

 For DESCRIPTION type Citrix.

 Enter your computer USER NAME.  Enter your computer PASSWORD.  For DOMAIN box type DSM.  For Select Location type:

EAST COAST: https://citrixeast.dicksteinremote.com

WEST COAST: https://citrixwest.dicksteinremote.com

5. Tap UPDATE. The Citrix Receiver is ready to use.

L

OG INTO

C

ITRIX

1. Locate the CITRIX RECEIVER icon on

your Android and tap the icon to launch the app.

2. Select the CITRIX ACCOUNT you just created.

3. Type your PASSWORD.

4. Type your RSA SECURID PASSCODE.

5. Tap CONNECT.

6. To start your Citrix session click on the IDESKTOP

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Remote Access (Android Tablet)

Accessing the Citrix Virtual Desktop

C

ITRIX

T

OOLBAR

 OPENING THEKEYBOARD Tap the

CITRIX TOOLBAR tab at the top middle of

the screen and tap the Keyboard icon to show the keyboard.

 HIDING THEKEYBOARD Tap the Hide Keyboard button in the bottom right corner of the screen to hide the Keyboard.

 DISPLAYING A MOUSE POINTER Tap the CITRIX TOOLBAR tab and tap Pointer to

enable a mouse pointer on the screen. Tap the Pointer again to disable to function.

 MAGNIFYING AREAS ON THESCREEN

Tap the CITRIX TOOLBAR tab and tap the

Magnifier to zoom into an area of the screen as you track your finger over the surface. Tap the Magnifier again to disable to function.

 ACCESSING A SHORTCUT MENU (RIGHT-CLICK) Touch, hold and release

WORKING

IN

THE

CITRIX

VIRTUAL

DESKTOP

1. OPENING DM DOCUMENTS (WORD). Tap the

START menu button.

2. Tap ALL PROGRAMS. Tap WORD.

3. Locate and open the document from RECENT DOCUMENTS, RECENT WORKSPACES or perform an ADVANCEDDOCUMENT SEARCH.

4. Open the KEYBOARD to type changes to the document.

5. SAVE your document per usual.

6. TAP YES to save and close the document.

You must choose CLOSE from the OFFICE button to check in edits into DM. Do not close the program using the WINDOWS CLOSE button.

7. TAP the OFFICE button and select EXIT.

Back to Menu

(15)

Remote Network Access: Citrix FAQs

F

REQUENTLY

A

SKED

Q

UESTIONS

W

HAT IS THE ADDRESS USED TO LOG IN

?

 http://www.dicksteinremote.com/

W

HICH DESKTOP DO

I

CHOOSE

?

 Choose the Citrix remote desktop based on the location of your primary office – EAST

or WEST.

I

DO NOT SEE MY PERSONALIZATIONS AND

SETTINGS

.

 The Citrix Desktop will not have your in-office computer settings. You will need to customize your Citrix profile the first time you login to Citrix. Refer to the REMOTE ACCESS - CITRIX:

FIRST-TIME USE AAG.

H

OW TO INSTALL THE

C

ITRIX

R

ECEIVER

(

CLIENT

)?

 If the CITRIX RECEIVER is not installed on your computer, you will see the prompt below when you log in to Citrix.

 Click the check box to AGREE and click on

INSTALL.

Y

OU CAN LOG INTO

C

ITRIX BUT APPLICATIONS DO

NOT LAUNCH

.

 Contact the Help Desk at extension 1-4888 or 800-421-4265.

Y

OU CAN LOG INTO

C

ITRIX BUT RECEIVE A WHITE

SCREEN

.

Y

OU GET AN ERROR STATING THAT THE NETWORK

CONNECTION WAS INTERRUPTED

.

Y

OU ARE HAVING TROUBLE PRINTING THROUGH

C

ITRIX

.

 Ensure you have a default printer set on the computer you are working on. Default printers are automatically added to your Citrix Desktop. If that does not resolve the issue, contact the Help Desk at extension 1-4888 or 800-421-4265.

Y

OU WANT TO CONNECT TO

C

ITRIX WITH YOUR

A

NDROID DEVICE

.

 The first step is to download the Citrix Receiver. Refer to the Remote Access (Android Tablet) Guide.

Y

OU WANT TO CONNECT WITH YOUR I

P

AD

.

 The first step is to download the Citrix Receiver. Refer to the REMOTE ACCESS

(IPAD) GUIDE.

Y

OU WANT TO CONNECT WITH YOUR

M

AC

.

 The first step is to download the Citrix Receiver. Refer to the REMOTE ACCESS

(MAC) GUIDE.

H

OW DO

I

SAVE DOCUMENTS LOCALLY

?

1. In the document you wish to save, click SAVE. 2. The DM Document Profile dialog appears. 3. Click CANCEL. The Save As dialog appears. 4. Navigate to LOCAL DISK (C: on Computer Name).

If necessary, scroll down to locate the drive. 5. Double click on LOCAL DISK (C: on Computer

Name).

6. Double click the folder where you want to save the document or click NEW FOLDER to create a new

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Remote Network Access: Citrix FAQs

7. In the FILE NAME BOX, type in the file name. 8. Click the SAVE button

Saving items to the Citrix Desktop is restricted!

C

ITRIX IS SLOW

.

 Performance is optimal when you select the appropriate desktop for your region.

Connecting to the Citrix Desktop in your primary office region will minimize latency and slower performance overall.

 To avoid these issues, select the

appropriate desktop by following this step.

 Once on the landing page, click on the

CITRIX REMOTE DESKTOP in the region of

your primary office.

H

ELP

D

ESK

A

SSISTANCE

.

 When contacting the Help Desk for assistance, you will need to provide the name of the server to which you are connected. This is represented by your user name and the server name, e.g. ab1 on ECVXA6APP04.

 Click the START button.

 The name of the server to which you are connected will be displayed on the right under your user name.

X

EN

D

ESKTOP

-

D

ESKTOP

V

IEWER

T

OOLBAR

–

WHAT DO THE ICONS MEAN

?

HOME:

 Returns you to the computer desktop

CTRL+ALT+DEL:

 Brings you to the Log off or Change a password options.

PREFERENCES:

 Allows you customize the session.

WINDOW:

 Removes the full screen Citrix viewing option.

DISCONNECT:

 Disconnects you from the current Citrix session.

Disconnected sessions will remain active for ten (10) minutes

only. After ten minutes, the session will be automatically

terminated. Any unsaved work will be lost!

Disconnecting from Citrix is not recommended. To avoid losing any work, save regularly and always log off of Citrix.

(17)

Remote Network Access: Citrix

Troubleshooting Tips

W

ORKING WITH

F

ILES IN

C

ITRIX

When you know that you will need to access firm documents while out of the office, the most convenient place to save them is in DM. Your list of RECENTLY

EDITED DOCUMENTS is the same, regardless of the

computer you use to log into the network. Another benefit of saving your documents to DM is performing a profile or content search to find documents not listed in your recently edited list.

If saving to DM is not appropriate, save the document to your MY DOCUMENTS folder. Access to your MY

DOCUMENTS folder is available both in the office and

through Citrix which makes it an ideal document storage location. Create folders to help organize documents and make them easier to find.

S

AVE TO THE

L

OCAL

D

ISK

(C:

D

RIVE

)

To save documents locally to the hard drive of your computer, follow these steps:

1. In the document you wish to save, click SAVE. The DM Document Profile dialog appears.

2. Click CANCEL. The Save As dialog appears.

3. Navigate to LOCAL DISK (C: ON COMPUTER

NAME). If necessary, scroll down to locate the drive.

4. Click on LOCAL DISK (C: ON COMPUTER NAME). BE S T PR A C T I C E: Save your documents to the MY DO C U M E N T S

folder.

6. In the FILE NAME field, type in the file name.

7. Click the SAVE button.

Note: Saving items to the Citrix Desktop is restricted.

T

ROUBLESHOOTING

SUPPLIED CREDENTIALS COULD NOT BE VALIDATED ERROR

 Check and re-enter your USERNAME, PASSWORD, and PASSCODE.

NEXT TOKENCODE

 If the Citrix NEXT TOKENCODEprompt

appears after login, then your RSA SecureID tokencode generator and the

Authenticating RSA server are out of synch.

Wait for the next Tokencode to appear and

enter it into the NEXT TOKENCODE field,

then click LOG IN.

WHEN YOUR NETWORK PASSWORD HAS EXPIRED and

you log onto Citrix, you are prompted to change your password:

 Enter your OLD PASSWORD.

 Enter a NEW PASSWORD, and CONFIRM NEW PASSWORD.

 Click OK.

YOUR RSA PIN HAS EXPIRED

◦ You log into Citrix, you are prompted to enter a new PIN

Your RSA PIN is always the last four (4 ) digits of your telephone extension.

 Enter the last four (4) digits of your telephone extension. If your telephone number is (202)420-4800, enter 4800 as your PIN. Click on SUBMIT.

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Remote Network Access: Citrix Troubleshooting Tips

 Re-enter the PIN on the next screen. Click on SUBMIT.

 You will be asked to enter the NEXT TOKEN

CODE. Wait for the next token code to appear on your RSA device. Enter that as your passcode and click on SUBMIT.

 You will be logged into Citrix.

E

NDING YOUR

C

ITRIX

S

ESSION

Always end your Citrix session by logging off. Click on the Start button and select the Log Off option.

To avoid losing any work, DO NOT DISCONNECT from a

Citrix session. Disconnected session will be

automatically terminated after 10 minutes of inactivity. Any open documents and/or programs will be shut down and unsaved data will be lost.

P

ERFORMANCE

I

SSUES

Performance is optimal when you select the Remote Desktop in the region of your primary office. If your primary office is DC, NY, or CT, always choose the EAST

CITRIX REMOTE DESKTOP. If your primary office is in California, always choose the WEST CITRIX REMOTE

DESKTOP.

C

HOOSE

D

ESKTOP

 On the Dickstein Shapiro Remote Access landing page, click on the CITRIX REMOTE DESKTOP in your

region.

The Citrix login page appears.

H

ELP

D

ESK

A

SSISTANCE

When contacting the Help Desk for assistance, you will need to provide them with the name of the server to which you are connected. This is represented by your user name and the server name, e.g. ab1 on

ECVXA6APP04.

 The name of the server to which you are connected will be displayed on the right under your user name.

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Remote Access

Outlook Web Access (OWA)

L

OGGING IN

1. Using a web browser, type

http://www.dicksteinremote.com in the address bar.

2. Choose the appropriate OUTLOOK WEB ACCESS

based on the location of your primary office.

3. Click OUTLOOK WEB ACCESS (OWA).

O

UTLOOK

W

EB

A

CCESS

1. Enter your networkuserIDin the USER NAMEfield.

field.

3. Click the LOG ON button.

T

HE

H

OME

S

CREEN

Working within OWA is very similar to working within Outlook. You will have access to all of your subfolders. You can select a folder from the FOLDER LIST, or click on one of the Outlook item icons below the Folder List. The PUBLIC

FOLDERS shortcut opens in the same window.

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Remote Access: Outlook Web Access (OWA)

T

HE

OWA

T

OOLBAR

1. Type a name in the FIND SOMEONE field and press

ENTER to see a list of corresponding contacts.

2. Click on a name to see contact information, availability, or to send an e-mail.

3. The STANDARD TOOLBAR options change

depending on the folder being displayed.

The INBOX TOOLBAR in detail:

1. Open incoming messages by double-clicking on the message. Messages open in a separate tab.

2. Close a message by clicking the in the top right corner.

ENTERPRISE VAULT TOOLBAR (EVS).

1. Use EVS TOOLBAR to manage your mailbox messages.

Use the Restore button with extreme caution, restoring messages increases the size of your mailbox!

A

RCHIVE

E

XPLORER

The Archive Explorer option is the web version of Vaulted Archives.

1. Click on the ARCHIVE EXPLORER shortcut.

 Internet Explorer opens a new tab and the Symantec Enterprise Vault – Archive Explorer window appears.

 Expand the folders to navigate to your desired folder.

 Use the SEARCH feature to search for a specific

message.

2. Click the SEARCH button.

 The Archive Explorer Search options are displayed.

S

EARCH

A

RCHIVES

The Search Archives option allows you to search your vaulted archives in OWA; this is the web version of searching vaulted messages in Outlook.

1. Click the SEARCH ARCHIVES shortcut.

 The OWA Search Archives options are displayed.

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Remote Access: Outlook Web Access (OWA)

L

OGGING

O

FF

OWA

1. Click the LOG OFF icon.

 The Microsoft Office Outlook Web Access

Log Off Screen appears.

2. Click the CLOSE WINDOW button to close the

window.

 The Windows Internet Explorer dialog

appears.

3. Click the YES button.