HOWTO: Install Zetadocs for GP client in a Terminal Services / Citrix environment

ZTN4088

HOWTO: Install Zetadocs for GP client in a Terminal Services / Citrix environment

ID: ZTN 4088

This Zetafax technical note applies to:

• Zetadocs for GP version 2.0 and later

Supported Operating Systems:

• Windows 2003 Standard Edition with Terminal Services
• Windows 2003 Server with Citrix Presentation Server 4.5
• Windows 2008 Standard Edition with Terminal Services

Summary

This how-to guide will ensure that the Zetadocs for GP client is correctly installed in a Terminal Services/Citrix environment. In summary, the steps include:

1. Checking that your scenario is supported.
2. Ensuring you are logged in as an Administrator.
3. Ensuring the Terminal Server is set to Application Server/Terminal Server mode.
4. Ensuring the permissions are granted to install kernel-mode printer drivers.
5. Installing the Zetadocs for GP client (directly on the terminal server and not from within an RDP session).
6. Testing the Zetadocs for GP client.

On some systems due to default Windows security settings, Zetadocs PDF printer drivers are not automatically installed.  The following information will allow you to manually configure these drivers.  

More information

Step 1: Check that your scenario is supported

Remote Session mode: Supported

An application (e.g. GP) and Zetadocs are installed onto the terminal server. A single remote session is opened onto the server. The user opens an application (e.g. GP) in the remote session, and prints to the Zetadocs PDF printer. Zetadocs client will launch automatically within the remote session. Zetadocs is able to start Microsoft Outlook in the remote session.

Published Application mode: Supported

An application (e.g. GP) and Zetadocs client are installed onto the terminal server. An application (e.g. GP) runs as a published application and prints to the Zetadocs PDF printer. In this scenario Zetadocs client starts  up  in the same window as the published application.  When both applications terminate, the published application window closes down automatically.

Remote mode: Not supported

An application (e.g. GP) is installed on a client machine and Zetadocs is installed on the terminal server. An application (e.g. GP) is opened on the client but not within a remote session. The client application is still able to see the shared Zetadocs PDF printer on the remote server. However, the application cannot print to the printer in this case.

Mixed mode: Not supported

An application (e.g. GP) is installed on the terminal server and the Zetadocs client is installed on a client machine. In this mode, GP runs as a published application (in a remote session) and prints to the Zetadocs PDF printer. The user starts up the Zetadocs client on the client machine (not in a remote session). In this scenario the client is unable to pick up the printed files from the server and so this scenario is not supported.

Step 2: Ensure you are logged in as an Administrator

Log on to the terminal server system as a user with administrative rights.

Step 3: Ensure that the Terminal Server is set to Application Server/Terminal Server mode

Before installation, the terminal server must be switched into Terminal Server mode (Windows 2003).

See http://support.microsoft.com/default.aspx?scid=kb;en-us;306626& sd=tech for further details.

Step 4: Ensure permissions are granted to install kernel-mode printer drivers.

1. From the Start menu select run.
2. In the run dialog type gpedit.msc and press OK.



3. Browse to the Disallow installation of printers using kernel-mode drivers option in Computer configuration|Adminstrative Templates|Printers:



4. Use the right click menu to open the Properties dialog.
5. Set this option to Disabled and select OK.

Step 5: Install Zetadocs GP Client on the Terminal Server

Note: Installing the Zetadocs Client application and printers should be done by logging onto the terminal server system and not via a terminal session.

1. Log onto the Terminal Server machine locally as an Administrator.
2. Bring up a command prompt.
3. Type the following:

            change user /install

4. This puts the Terminal Server into install mode.
5. Still at the command prompt, change to the folder “Zetadocs for GP Client” (“Zetadocs for GP Client x64” if on 64-bit OS). Type the following:

            Setup.exe           

6. This runs the Zetadocs for GP Client Applications installer for all users.
7. Run through the installer UI as you would normally.
8. When the installer is complete, type the following at the command line:

                                    change user /execute

Note: If the installation of Zetadocs client has failed for some reason, please refer to the following Microsoft TechNet article:

http://www.microsoft.com/technet/prodtechnol/windowsserver2003/library/ServerHelp/447dad75-28f5-4e99-80f8-17ad2359ba66.mspx

Step 6: Test the Zetadocs for GP Client from a Published Application.

1. Run Program Neighbourhood from Start | Programs | Citrix | Citrix Access Clients | Program Neighbourhood.
2. Open Microsoft GP. Create a sample document by printing from a report which has been modified for Zetadocs for GP.
3. Print your sample document to the Zetadocs Automation Subsystem printer.
4. Once the document has been successfully printed the Zetadocs client will be started and the printed document will appear in the document explorer window.
5. Send the document via email, hard copy or fax.

References

Last updated:  21 May 2010 (BM/MW)