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The first thing to know about
deploying any version of Summation™ on a thin client network
is that the installation procedure is basically the same as it would
be for any other NT/2000 network. You need to make sure that when
shortcuts to the executable are created, that "run this application
in it's own memory space" is selected.
As far as memory requirements for the server
are concerned, the basic requirements as described in the installation
guide should be followed, as well as the standard processor and
memory guidelines set forth by Citrix and Microsoft. For the process
of sizing your server, Summation™ users should be considered
as 'Heavy' users, and 5.21 is regarded as a 16 bit program.
Summation™ should be installed via
the Citrix server (by loading it on the Citrix server and pointing
the installation wizard to the application server when prompted)
if the program is to be installed on a different server. Summation™
needs to be installed while the server is in install mode via
the Add/Remove applet or the command line utility.
The next step is to decide where the data
files (cases) are to be kept, and set the Master Case Directory.
The Master Case Directory defines the network location where new
cases are created. To change the Master Case Directory, or locate
already existing Summation cases, use the Case Customize tool.
If you have chosen to install the Demonstration case, you may
find the @P symbol instead of drive letters in the Case Customize
locations. If so, just browse to the Case Directory of the demonstration
case and click OK, the paths will return to normal.
After the install is complete and the configuration
has been thoroughly tested according to guidelines in the Microsoft/Citrix
literature, Summation™ becomes available for use via the
Citrix network.
Note: Summation version 5.21 should not
be run as a published application.
This is a set of general guidelines
for installing Summation™ version 5.21 on a thin client network.
Please note that these are not rules, but guidelines based on
standard procedures outlined by Microsoft, Citrix and Summation™.
- Make sure your server is in installation
mode. To put the server into install mode, either run setup
from Add/Remove Programs or go to the command prompt and run
CHANGE USER /INSTALL.
- Install Summation™ from the server
console. If you run into trouble when installing from a mapped
network drive, this is due to a problem in certain builds of
Windows 2000. The installation can be launched from a UNC, or
you can check the Microsoft website for any necessary updates.
The latter option is to be preferred, because UNC's aren't supported
by all sections of version 5.21.
- If you chose not to reboot after the
installation, make sure to return the server to "execute
mode" by closing Add/Remove Programs or by running CHANGE
USER /EXECUTE at the command prompt.
- Test the application, both from the
server as an administrator and from a client session.
- Create a server image.
- Select Case/Customize.
- Double click in the Master Case Directory
line or click on the Change button.
- Use the browse control to select the
new Master Case Directory
Firms that have implemented this Citrix/Summation
architecture have been happy with the increase in performance
and flexibility, and lack of problems needing technical assistance.
Summation™ Tech Support does not offer support for networking
and operating system problems, and if any issues that tech support
is contacted about are determined to be network or OS issues,
the user will be redirected to the person responsible for the
Network/OS involved.
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