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How do I install Yearli on a Citrix Server?

Views: 131 Created: 2018-07-12 08:52 Last Updated: 2018-08-02 08:44

SYMPTOM

Install Yearli on a Citrix server.

RESOLUTION

In a Citrix network, Yearli Server and SQL Server are installed on a file server. Yearli Workstation is installed on a Citrix server, which accesses the Yearli database on the file server. Other workstations (that do not have Yearli installed) connect to the Citrix server to access the Yearli application.

Note:  When installing Yearli in a Citrix environment an error may occur when two or more users try to access the Yearli workstation at the same time.  To resolve this issue please call our Technical Support line at 920-339-3200.

Procedure 1 (Installing Yearli as a network installation)

Part 1: Network Server Installation

The server component of Yearli Desktop must be installed directly at the file server. The server must run a Windows-based operating system.

To begin the server install of Yearli Desktop:

1. To start the installation
       a. Insert the disc into the drive. The program should automatically begin. If it does not start, hold the Windows key on the keyboard and press the letter “R”. Type “D:\setup” (where “D” is the letter of your CDROM drive).
       b. If using the downloadable install, click on the link in the email. Select the Download Yearli Desktop Software button on the webpage. Select to save the file to your Desktop, if prompted. Once downloaded you can then select to run the file.
2. The installation will verify that the computer meets the minimum requirements for the Yearli Desktop software.
       a. If the minimum requirements are not met a message will display listing the incompatible elements. Click OK to end the installation process.
       b. If the installation has recommendations on ways to more effectively use Yearli Desktop, a message will display listing the recommendations. Click OK to continue with the installation process.
3. The Welcome screen will display. Click Next to continue.
4. Review the End-User License Agreement. Select the “I accept the terms of the license agreement” checkbox. Click Next to continue.
5. Enter the authorization code received with your software. Click Next to continue.
6. The feature selection screen will list the available network options. By default the Workstation component will always be selected. When installing the server, the Server component must also be selected. Choose the arrow next to Server and select Will be installed on the local hard drive. Click Next to continue.
7. The directory where the software will be installed will display. Greatland recommends installing the software to the default directory of Greatland\Yearli\20XX within the Program Files location of the computer. Select the Change button to choose an alternate location or select Next to continue.
8. The installation will add shortcuts to the Start Menu of the computer. Greatland recommends using the default Start Menu folder of Greatland Corporation\Yearli 20XX. Enter an alternate Start Menu location if desired. Choose the radio button that best reflects who should have access to the Yearli Desktop software. Click Next to continue.
9. The installation will display any software prerequisites that must be installed with the software. Click Next to continue.
10. The confirmation screen will confirm that the installation will begin and will configure the Yearli Desktop software. Click Next to continue.
11.As the software is installed a progress bar will keep you informed of the status of the installation.
12. Once the installation is complete, choose the checkbox to Run Yearli 20XX now if desired. Click Finish.

Part 2: Network Workstation Installation

Before installing a workstation, please install the server component first. Yearli Workstation is installed on a Citrix server.

To begin the workstation install of Yearli Desktop: 

1. To start the installation 
       a. Insert the disc into the drive. The program should automatically begin. If it does not start, hold the Windows key on the keyboard and press the letter “R”. Type “D:\setup” (where “D” is the letter of your drive). 
       b. If using the downloadable install, click on the link in the email. Select the Download Yearli Desktop Software button on the webpage. Select to save the file to your Desktop, if prompted. Once downloaded you can then select to run the file. 
2. The installation will verify that the computer meets the minimum requirements for the Yearli Desktop software. 
       a. If the minimum requirements are not met a message will display listing the incompatible elements. Click OK to end the installation process. 
       b. If the installation has recommendations on ways to more effectively use Yearli Desktop, a message will display listing the recommendations. Click OK to continue with the installation process.
3. The Welcome screen will display. Click Next to continue.
4. Review the End-User License Agreement. Select the “I accept the terms of the license agreement” checkbox. Click Next to continue.
5. Enter the authorization code received with your software. Click Next to continue.
6. The feature selection screen will list the available network options. By default the Workstation component will always be selected. Click Next to continue.
7. Choose or enter the server name that contains the Yearli Desktop server installed. Select Next to continue.
8. The directory where the software will be installed will display. Greatland recommends installing the software to the default directory of Greatland\ Yearli\20XX within the Program Files location of the computer. Select the Change button to choose an alternate location or select Next to continue.
9. The installation will add shortcuts to the Start Menu of the computer. Greatland recommends using the default Start Menu folder of Greatland Corporation\Yearli 20XX. Enter an alternate Start Menu location if desired. Choose the radio button that best reflects who should have access to the Yearli Desktop software. Click Next to continue.
10. The installation will display any software prerequisites that must be installed with the software. Click Next to continue.
11.The confirmation screen will confirm that the installation will begin and will configure the Yearli Desktop software. Click Next to continue.
12. As the software is installed a progress bar will keep you informed of the status of the installation. 
13. Once the installation is complete, choose the checkbox to Run Yearli 20XX now if desired. Click Finish.

Server Name Location

To locate the Yearli server name, perform the following steps at the machine designated as the Yearli server. 

1. Press the Windows and R key on the keyboard. 
2. Enter “cmd” without the quotes into the Open field. 
3. Select OK. 
4. The Command Prompt window will open. Enter “hostname” without the quotes. 
5. Hit the Enter key on the keyboard. 
6. The server name will be displayed.

Note:  When installing Yearli in a Citrix environment an error may occur when two or more users try to access the Yearli workstation at the same time.  To resolve this issue please call our Technical Support line at 920-339-3200.

APPLIES TO

  • Yearli 2018 - Current