Installing Citrix for Mac OS X (10.4, 10.5, 10.6, 10.7) and configuring Raiser’s Edge

Updated May 17, 2012

Step 1 - Download Citrix

Download the latest Citrix client from the Statewide OIT web site at

https://www.alaska.edu/oit/software/authenticate/files/macintosh-applications/ica/ You will be asked for you UA username and password. The downloaded file is named “MacICA_OSX.dmg”. When finished downloading it should appear on your desktop or your downloads folder in your web browser.

The older 7.0.411 version is preferred for Mac OSX Tiger (10.4), Leopard (10.5) and Snow Leopard (10.6). The newer 10.0.6 version is preferred for OS X Lion (10.7).

The downloaded file is named “MacICA_OSX.dmg”. When finished downloading it should appear on your desktop or your downloads folder in your web browser

University of Alaska Foundation

This document is located at http://www.alaska.edu/foundation/foundation_i-net/foundation-manuals/record-management/

Step 2 - Install Citrix

Double-click the file MacICA_OSX.dmg to begin the install process.

The file will launch a window that looks like this

Double-click the “ICA Client.pkg” icon. This will launch the installer. The following window will appear. Click “Continue”.

University of Alaska Foundation

This document is located at http://www.alaska.edu/foundation/foundation_i-net/foundation-manuals/record-management/

The next step in the install process is to continue with the “Read Me” and “License” stages. Click “Continue” at each stage.

Next, select the destination, by click on the “Hard Drive” Icon. Then click “Continue”

University of Alaska Foundation

This document is located at http://www.alaska.edu/foundation/foundation_i-net/foundation-manuals/record-management/

The next step will ask what location to install Citrix. DO NOT click “Change Install Location”, the installer will default to your “Applications” folder. Click “Install”.

The installer will finish and you may exit it by clicking the red button in the upper left corner.

Note - that when finished there will still be an icon on your

desktop that looks like this

Drag the icon to the Trash. You may also drag the file “MacICA_OSX.dmg” to the Trash as well.

Step 3 - Configuring Raiser’s Edge using Citrix

Using your Hard Drive icon, navigate to the “Applications” folder. Find the Folder labeled “Citrix ICA client”. Open the folder. Double-click the icon “Citrix ICA Client Editor”. The following window will open.

Go to the menu bar at the top of the screen and click on the menu “Options”, select “Default Settings”. The following window will appear. Make sure the tabs “Making a Connection” and “Server Location” are highlighted in blue.

University of Alaska Foundation

This document is located at http://www.alaska.edu/foundation/foundation_i-net/foundation-manuals/record-management/

Using the pull-down, select Network Protocol as TCP/IP

Using the pull-down, select Encryption Level at 128 Bit

Click the “Add” button. (this make take a while for

anything to happen)

Enter into the field“fbk-

fe01.apps.ad.alaska.edu”. Click OK.

Click the tab on the top row that says “Connection Properties”. On the second row, click the tab “Windows and Sounds”. The following window will appear.

Click “Enable Windows Alert Sounds”

Set the Window Size (800x600 recommended for most laptops, 1024x786 for

desktops).

Set Windows Colors to Thousands.

Leave all other settings as they are.

Click “Save”.

University of Alaska Foundation

This document is located at http://www.alaska.edu/foundation/foundation_i-net/foundation-manuals/record-management/

The following window will appear again. Click “Publish Application”.

Click the “Browse” button. Note that you must be on a university secure network to finish this stage (hardwire, secure wireless or VPN).

A menu of options will appear. Scroll down to the bottom of it. Click “RaisersEdge on FoundProd”. Click “Select”.

Enter your “User Specified Credentials” in the lower left corner. Enter your UA username and password and either “SW” or “UA” domain as instructed by OIT.You can find your UA username at elmo.alaska.edu.

Go to the “File” menu at the top of the screen and select “Save As”. Save to theApplications folder, Citrix ICA Client folder, as

“RaisersEdge”.

University of Alaska Foundation

This document is located at http://www.alaska.edu/foundation/foundation_i-net/foundation-manuals/record-management/

WARNING: when clicking in the new icon (or the desktop alias), it may be treated as a TXT file and the Text Editor program will launch. To correct this, go to the icon or alias and Control+Click and select “Get Info”. A new window will launch. Select the section that says “Open With” and choose “Citrix ICA Client App”. Also, select the “Change All” button.

You can make a desktop shortcurt/alias by holding down the control key and clicking on the RaisersEdge icon. The following menu will appear.

Click “Make Alias”

A “duplicate” file will appear (with a small arrow in the bottom left corner on the

icon). This is the alias. Drag it to your desktop or the right-most portion of your dock.

Close the Citrix Client Editor by going to the File menu and click “Quit”

Step 4 - Launch Raiser’s Edge.

Either click on the alias you just made or go to your Applications folder, Citrix ICA Client folder and click “RaisersEdge”.

The program may tell you this is the first time the program is being launched and asks you if want to continue. Click “OK”.

It may take several seconds for anything happen. Future launchings will be much quicker. The following window will appear. Click OK. If your

User Credentials in step 2 were entered correctly, Raiser’s Edge will launch.

University of Alaska Foundation

This document is located at http://www.alaska.edu/foundation/foundation_i-net/foundation-manuals/record-management/

The screen will change to the following. Click “Raiser’s Edge”

The following screen will appear as Raiser’s Edge welcomes you!

To Exit from RE, While inside the Citrix window, click the RE File menu and select exit and sign out.

The first time you launch RE through Citrix in the Mac OS, the Citrix window may remain open during the closing process. Go to the menu bar at the top of the page, select the menu “Citrix ICA Client” and then “Quit”. In

future sessions of RE, the Citrix window will close when RE is exited.

University of Alaska Foundation

This document is located at http://www.alaska.edu/foundation/foundation_i-net/foundation-manuals/record-management/