2x Application Server Client

From TrialWorksWiki

Summary

2X Application Server and Client are used by Lawex Corporation for the purpose of facilitating connections to TrialWorks Hosting Terminal Servers and provide advanced capabilities such us individual application deployment, load balancing, and universal printing. This connection system is replacing the existing infrastructure, starting May 2009. All users should follow this article and complete the setup of the system.

    TriCerat SimplifyPrinting / ScrewDrivers are being phased out.   
    A limited number of terminal servers will support the ScrewDrivers client. 
    To prevent interruptions with printing, please upgrade to 2X Client immediately.
    Be sure to learn about using the 2X Universal Printer featured in this article.

File Inventory

2x Client (WINDOWS / recommended): http://trialworks.readyhosting.com/downloads/2XClient.zip
2x Client (WINDOWS / advanced): http://trialworks.readyhosting.com/downloads/2XClient.msi
- Internet Explorer security may block execution of the .msi installer, in which case you can use the .zip file above.
2x Client (MAC): http://www.2x.com/downloads/vds/2XClient.dmg
2x Client (BETA): http://www.2x.com/loadbalancer/beta/downloadlinks.html
2x Client (Windows 6.2): http://trialworks.readyhosting.com/DOWNLOADS/2XAppServer-LoadBalancer-Client.msi
2x MANUAL / USER GUIDE: http://www.2x.com/applicationserver/as_manual/2XApplicationServer.html

Pre-Requsites:

Windows XP Users must have Remote Desktop Client version 6.x installed for all features to work properly. Generally, this product is part of Windows Update. You may download version 6.1 hotfix from Microsoft at http://www.microsoft.com/downloads/details.aspx?FamilyId=6E1EC93D-BDBD-4983-92F7-479E088570AD&displaylang=en.
All users should have a .pdf viewer installed locally. The preferred method for 2X to transfer print jobs to the local printer is via .pdf format. If you do not have a .pdf viewer installed, we recommend the free FoxIt Reader. http://mirrors.foxitsoftware.com/pub/foxit/reader/desktop/win/3.x/3.0/enu/FoxitReader30_enu_Setup.exe

Other Files:

2X Client (all Windows) with NO Pre-Configured Settings: http://www.2x.com/downloads/vds/2XClient.msi . This link can be used if you have trouble with the pre-configured version, but will require connection info.

Setup Guide - MAC

Please refer to the following page for Macintosh installation instructions. Note that these instructions are from 2X and are not customized to display TW server connection information. http://www.2x.com/applicationserver/as_manual/2XApplicationServer-Installi-4.html#Heading3457

Setup Guide - Windows

Be sure that you have Microsoft Remote Desktop Connection 6.0 or higher. It is standard on Windows VISTA but not on Windows XP. You can use the link above to download and install it on Windows XP. If you are unsure what version you have, download and install it; if the version is incorrect the install will not affect your software.

Download and Install 2x

Download the 2X Client from the links above by clicking, choosing to Save the file to your Desktop. Then run it. If you downloaded the zipped version, you will have to double-click on the .zip file to open it, then double-click or extract the installer to run it.

    Complete the install.

A note about the "INTERNET EXPLORER SECURITY WARNING"

    You may receive an Internet Security Warning when trying to run the file.  
    Follow these steps to avoid it:

Download the File to your Desktop. DO NOT CLICK RUN.
Once the download completes, close all open windows. DO NOT CLICK RUN.
Locate the 2x-AppServer-LoadBalancer-Client.MSI on your desktop, DOUBLE CLICK.
Proceed with the installation steps above.

Configure 2x Client

Enter your normal TrialWorks username and password
Check the save password box (if desired)
Click Connect to begin

Simplified User Guide

Connectivity

     After installtion, the 2X Client will always hide in the System Tray.

    The 2X Client can be used to access individual applications OR the full Terminal Server desktop

2X Universal Printer

2x Printing works differently than what users are generally used to. Rather than connect your physical printers, 2x uses a "2x Universal Printer" to generate a PDF, transfer it to the local system the user is on, and then print it to a desired printer. You should set it as your default printer on our system. Initially the system is configured to prompt to choose which of your own printers to use. You also have the option to always print to your WINDOWS DEFAULT PRINTER, you may change those settings from the 2x Client control panel - under OPTIONS. Users can set the 2x Client to prompt for a desired printer or to simply generate a PDF.

    2X Univeral Printer should be used for EVERY PRINT JOB done on the hosted environment.

    Changes to the intial setup can be done inside the 2x Client.

2x Universal Printer: Special Sizing for Envelopes

"2X Universal Printer" has no predefined page size "Envelope #10", but meantime you can easily add it manually.

Please do Start->Settings->Printers and Faxes->2X Universal Printer->Properties.
In the dialog choose "Additional" tab and there press button "Additional properties".
In the new dialog choose "Paper Size" tab and there press "Add" button.
In next dialog enter name for your custom page size (e.g: My envelope) and set neccessary page sizes (For Envelope #10 they are width: 4.125", length: 9.5").
Close all dialogs. After this you new page size should be available in any other applications.
If font appears too large on printed envelopes, change from EMF printing to PDF.
If the margins need adjustment, try Top: .5" Bottom: .5" Left: 1" Right 1"

2x Universal Printer: Printing Checks from QuickBooks

If your checks are not lining up properly, you should make the following adjustments:

From 2X Options, choose the radio button for "View Document to Print"
Make sure the data format is PDF (this is the default)
Change the “page scaling” setting on the local pdf viewer from "fit to printable area" to "none"

About the Applications

Desktop Sessions

Hybrid Remote Connection: For use by firms converted to TRIALWORKS HYBRID. This icon will imitate the setup you are already used to, therefore it is the easiest adjustment. You will be routed to the appropriate servers so that you may use TrialWorks Hybrid.
Legacy Remote Desktop: For use by firms on TRIALWORKS VERSION 9. This icon will imitate the setup you are already used to, therefore it is easy to adapt to. You will be routed to the appropriate servers so that you may use TrialWorks 9.

Individual Application Sessions

    These applications may not be available immediately. Use the REFRESH option in 2x to update latest list.

All of these applications will open independently, appearing as if they were running directly on your computer and NOT in a separate window. This is the latest upgrade to our hosting system and we hope you enjoy it. We do recognize that some users will have trouble understanding the difference conceptually; you can always use the "Desktop Sessions" items listed above to help with the transition. We urge you try them out and get a feel for how the new application delivery system works. This will offer the greatest benefit to users with multiple monitors.

TrialWorks Hybrid: The latest TrialWorks software (available to firms that have been switched).
Microsoft Outlook: Outlook, connected to our Exchange Server and to the TrialWorks AddIn.
Microsoft Word: Your hosted word processor. Easy access to documents on your hosted desktop and in the Y-drive.
Microsoft Excel: Your hosted spreadsheet. Easy access to documents on your hosted desktop and in the Y-drive.
Desktop Folder: Easy access to files saved to your hosted desktop.
Y-Drive: Open the Y-drive to see your saved files. You can access all of your files from there.

Desktop Shortcuts

Some of the 2X Applications will be automatically added to your Desktop. It is up to you whether you want to use them.