Treasury Software - Citrix Installation

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Enterprise - Citrix platform

Treasury Software products are compatible with Citrix MetaFrame, Presentation Server and XenApp product lines. For service pack and sizing requirements, see System Requirements.

Treasury Software's Enterprise - Citrix product line is installed using a simple InstallShield setup file under 35 MB in size.

The software is installed 'locally' on the Citrix server. It is then configured to provide access to the SQL Server. Then the Treasury Software product is 'published' to enable access to remote users. No additional setup is needed.

Once each remote user logs in and accesses the software, Treasury Software automatically creates an account catalog for each user based on their login name. This provides front-end security through the Citrix server.

In addition, all benefits of Microsoft SQL Server security apply as well. See SQL Server for detailed security benefits.

Our Enterprise - Citrix products are recommended exclusively for entities that have or are planning a Citrix based infrastructure.

Specific Installation Steps

Please print the SQL instructions found at:
http://www.treasurysoftware.com/support-SQL-Installation.html

Follow the instructions above with the following exceptions:
Step #2 - Instead of installing on a workstation - install 'locally' on the Citrix server (do not publish yet).
Step #8 - Skip (no rollout to desktops)

When you have completed the installation per the standard SQL instructions:
A. While still logged on locally to the Citrix server, start Treasury Software and enter into the Sample Account.
From the main menu select File > Maintenance > Citrix. Check the box. Exit and re-enter the software to initialize.

B. Create accounts (File > New Account > Create) that all of your users will need access to.

C. Publish to Citrix Server.

Done

Individual user configuration - catalog of accounts
The accounts.brd file contains the list of accounts and never changes once the software is published. As each user logs in for the first time, the accounts.brd file is copied and placed in the Treasury Software\Treasury Desktop\users directory and is appended with their login name.

For security purposes, any new accounts that are added - are only added to that user's catalog of accounts.
Of course with the property permissions, new accounts can be added to other user's catalogs as well (File > New Account > Add an Existing).