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Private and Confidential, Internal Use Only, Not for External Distribution 5/20/2015 | 1 of 19 Requirements Escalation Process 2 Troubleshooting Reminders/Tips 2 Citrix Login Instructions 3 Log Off Instructions 8 APPENDIX Multiple Monitor Setup 9 Logging in to Avaya One-X Agent 11 CryptoCard Soft Token Initialization (Install Locally) 13 CryptoCard Soft Token Initialization (Install Smart Phone) 16 IE 11 Settings Troubleshooting 18 Agent at Home Quick Start
Transcript

Private and Confidential, Internal Use Only, Not for External Distribution 5/20/2015 | 1 of 19

Requirements

Escalation Process 2

Troubleshooting Reminders/Tips 2

Citrix

Login Instructions 3

Log Off Instructions 8

APPENDIX

Multiple Monitor Setup 9

Logging in to Avaya One-X Agent 11

CryptoCard Soft Token Initialization (Install Locally) 13

CryptoCard Soft Token Initialization (Install Smart Phone) 16

IE 11 Settings Troubleshooting 18

Agent at Home Quick Start

Agent at Home Quick Start

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REQUIREMENTS

ESCALATION PROCESS

Agents at home are required to use their existing escalation process for all issues.

TROUBLESHOOTING REMINDERS/TIPS

Logging Off: It is essential that you use the log off process provided in this job aid. Failing to properly log off after being in the Citrix environment can cause system issues.

Disconnecting: Never disconnect from either the virtual machine or the Citrix connection.

USB Devices: Users must NOT have USB devices plugged into their computer. Devices may inhibit home system performance.

Helpdesk: When discussing your system information with the Helpdesk, refer to your system information located in the lower right corner of your desktop.

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CITRIX LOGIN INSTRUCTIONS

Agent @home requires Internet Explorer version 8 or version 11.

1. Have your CryptoCard key

fob ready(hard token). Note: If you

have a soft token, enter your PIN only

on the soft token and then take the

code it displays and enter that into the

CryptoCard Password field without the

PIN.

2. Open up Internet Explorer.

3. Navigate to athome.percepta.com to

access the Percepta Agent @home

portal.

4. The new window provides three links:

Click “Launch @Home Portal” to

launch Citrix Access Gateway, The

Quick Start Guide, Documentation

(Help and System Requirements).

5. Citrix Access Gateway displays in a

new window. Enter the following

information:

Windows Username- Percepta

domain user name

(firstname.lastname)

Windows Password- Windows

domain password

CryptoCard Password- 4 or 5

digit PIN + 8 digits displayed on the

CryptoCard key fob

firstname.lastname

Make sure you

press the key

fob button.

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6. The first time you access Agent

@home, install the Citrix Receiver

software.

Click the ”I agree with the Citrix

license agreement” box, and

Click the “Install” button.

7. Click the “Run” button.

8. The Citrix Receiver software will

download and may take several

minutes depending on your internet

connection speed.

9. Once Citrix is received, click the

“Install” button.

10. It may take a few minutes for the Citrix

Receiver to be installed.

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11. Once the installation is complete click

the “Continue” button.

12. Once the installation is complete,

you will see a Log on screen. Enter

the following information, and then click

the “Log On” box:

User name: Percepta domain

user name (firstname.lastname)

Password: Windows domain

password

13. The next screen shows the available

connections. Click on the “Windows 7

Desktop” icon.

14. Your session will begin connecting and

a Windows desktop should appear

(see example below).

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15. MESSAGES: If the windows desktop does not appear, you may receive one of two messages. If you receive either message, do the following:

Message 1: Check the

“Do not show me

warnings for this

program again” box and

press the “Allow” button.

Message 2: Click on “I

will enter the URL later.”

The Logon box will then

appear.

16. When the windows desktop appears, click on the pull down icon to display the Citrix tool bar.

Note: The pull down icon can be repositioned

anywhere along the top of the screen.

17. On the tool bar, click on the “Preferences” icon.

18. Click on the “Flash” icon.

19. Click on the box for “Optimize

content” and then click on the

“OK” button.

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20. Click on the Mic & Webcam

icon.

21. Click on the box for “Use my

Microphone and Webcam”

and then click on the “OK”

button.

22. Note the Disconnect button.

Never use this button.

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CITRIX LOG OFF INSTRUCTIONS

1. Click on the “Start” icon.

2. Click on “Log Off.”

3. Once the virtual session is

closed, click “Log Off”

from the Citrix tool bar.

4. The following message

appears indicating that you

have logged off.

Note: Failing to properly log off

after being in the Citrix

environment can cause system

issues.

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MULTIPLE MONITOR SETUP

Once you've plugged in all the monitors you want to use and hooked them up to your computer,

1. Right-click in any blank place on the desktop and choose Screen Resolution.

2. The Display Settings dialog box is then displayed to set up multiple monitors (see screenshot below).

3. Click the 1 box to set up your first monitor and 2 to set up the second.

4. To determine which monitor is which, click the “Identify” button. A big 1 will appear on Monitor 1, and 2 will appear on Monitor 2.

5. Multiple Displays: You can also choose where to show the primary desktop by clicking on the “Multiple displays” button (see table on next page for options).

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Setting Name Shown on Monitor 1 Shown on Monitor 2

Duplicate These Displays The usual Windows desktop Exactly the same as Monitor 1

Extend These Displays The usual Windows desktop A blank area where you can drag and drop anything you like; behaves as though it’s to the right of Monitor 1

Show Desktop Only on 1 The usual Windows desktop Nothing

Show Desktop Only on 2 Nothing The usual Windows desktop

6. Orientation: To change the orientation of one of the monitors, click the desired monitor and select the desired orientation from the drop-down box.

7. The desktop allows you to have one monitor in typical landscape view and the other rotated to portrait view, which is particularly handy for document viewing.

8. Resolution: To change the resolution on either display, click the desired monitor and then adjust the resolution using the vertical slider.

Note: If the desktop properly identified your monitor and you have a sufficiently powerful video card, this dialog box should already show the monitor’s native resolution.

9. Click the Apply button.

Note: The desktop changes the display’s resolution and opens a dialog box that asks whether you want to keep the new settings.

10. Click the Keep Changes button to keep the new settings or click Revert to return to the old ones.

Note: If the display becomes unreadable, press Esc to return to the old settings. Another option is to wait 15 seconds and the desktop will return to the old settings automatically. If you can’t read the screen, you chose a resolution that your monitor can’t display.

11. When you’re done, click the OK button

to close the Display Settings dialog box.

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Logging in to AVAYA ONE-X AGENT

1 – Select the Avaya one-X Agent shortcut on the desktop.

2 – The Agent ID number should auto populate. Select Log in. There is no password needed to log in.

3 – The Avaya one-x Agent splash screen will appear.

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4 – From the Welcome screen select OK to begin log in.

For information on using Avaya, please refer to the Avaya One-X Soft Phone Job Aid. This can be found

in the Support section of the Agent @ Home portal.

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CRYPTOCARD SOFT TOKEN INITIALIZATION (INSTALL LOCALLY)

1. Open the email you received

from the BlackShield server.

Click the URL at the bottom to

open the self-enrollment

website.

2. Select from the drop down

menu how you want to install

the token (i.e., locally or on a

smart phone).

3. Once a selection has been

made, click on the “Next”

button.

4. If you do NOT have the

Software Tools installed, click

on the appropriate link to

download and install them:

x86 Software Tools for 32

bit windows

x64 Software Tools for 64

bit windows

5. Click the “Next” button when

finished.

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6. On the next page click the

“Download” button to save

the token to your local

machine.

7. Click on the “Open with”

option.

8. Select “BlackShield token

(default)” from the drop down

menu.

9. Click the “OK” button.

10. After the download is

complete, click the “Next”

button on the web page.

11. A “PIN Required” box will

open after the token

download. The next page on

the website will display your

temporary PIN and an OTP

box.

12. Enter the temporary PIN into

the PIN Required window.

13. Click “OK” to start the OTP

generation process.

14. In the “Change PIN” window,

enter your temporary pin in the

“Current PIN” field.

15. Enter your “New PIN” and

verify it in the next field.

16. Click on the “OK” button.

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17. In the “Token” window, a

“Token Code” is provided.

This code will be used for the

“OTP” field on the next

screen.

18. Click on the “Generate Token

Code” button.

19. Enter the “Token Code” into

the “OTP” field.

20. Click on the “Next” button.

21. The following message will

confirm the token activation.

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CRYPTOCARD SOFT TOKEN INITIALIZATION (INSTALL SMART PHONE)

1. Open the email you received

from the BlackShield server.

Click the URL at the bottom to

open the self-enrollment

website.

2. Select from the drop down

menu how you want to install

the token (i.e., smart phone).

3. Once a selection has been

made (e.g., Android), click on

the “Next” button.

4. Enter your E-mail address.

5. Click on the “Next” button.

Note: An E-mail will be sent

to you with installation

instructions and an Over-The-

Air installation link (OTA).

6. A confirmation message is

received for the e-mail being

sent.

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7. Step 1: Open the OTA email

and complete Step 1 by

clicking on the “MP-1” icon.

8. In the Apps window click on

the “Install” button.

9. Complete the action by

clicking on the “MP-1” icon.

10. Click on the “Just once”

button.

11. Step 2: Click on the URL link

to install the MP-1 token

profile.

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IE 11 SETTINGS TROUBLESHOOTING

MICROSOFT INTERNET EXPLORER 11 - CITRIX WORKAROUNDS

THE FOLLOWING ARE THE KNOWN ISSUES ALONG WITH THE RESPECTIVE WORKAROUNDS WE NEED TO

IMPLEMENT FOR ANY USER USING IE11 WITH CITRIX.

Description Workaround

Server to Client URL redirection

feature fails after upgrading to

Internet Explorer 11.

After installing Internet Explorer 11, the 64-bit version of Internet

Explorer is set as default in some cases and URL redirection does

not work with 64-bit version of Internet Explorer. Complete the

following steps to resolve this issue:

1. Open 32-bit Internet Explorer located at C:\Program Files

(x86)\Internet Explorer\iexplore.exe.

2. Go to Tools > Internet Options > Programs and click Make

Internet Explorer the default browser.

1. a) A Log on Type drop-

down option on the main

Web Interface Login page,

which allows users to pick

the log on method is not

available.

2. b) After installing Internet

Explorer 11 or upgrading

Internet Explorer 9 or 10 to

11 an Internet Explorer

security warning message

might be noticed while

connecting to Citrix Web

Interface.

1. To resolve this issue:

In Internet Explorer Options > Security tab, add the Web

Interface site to Trusted Sites.

2. Enable compatibility view for the site under Internet Options

> Tools > Compatibility View Settings and add

Citrix.percepta.com and *.percepta.com to Compatibility View.

3. In Internet Explorer Options > Security tab, Trusted Sites

move the security level slider to Low.

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Users are getting prompted to

install Citrix Receiver even after

it was previously installed or

Users might get Open Save

Cancel dialog when attempting

to launch published application

or Desktop even after adding

the Web Interface site to

trusted sites in Internet

Explorer > Tools > Security >

Trusted Sites.

1. To resolve this issue:

Enable compatibility view for the site under Internet Options >

Tools > Compatibility View Settings add Citrix.percepta.com to

Compatibility View.

2. Restart Internet Explorer.


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