Wiki source code of Desktop Client Installation
Version 6.1 by ryanp on 2021/09/09 18:01
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1 | {{layout}} | ||
2 | {{layout-section ac:type="two_right_sidebar"}} | ||
3 | {{layout-cell}} | ||
4 | = Overview = | ||
5 | |||
6 | This document covers how to install the Desktop Client Application on your machine. The Desktop Client Application allows users to utilize the iSymphony client interface from within a native application that runs on the user's machine. This allows iSymphony to act as a native application, with its own window and shortcuts. The Desktop Client Application also allows for functionality like Global Hot Key focusing and application based CRM popups. | ||
7 | |||
8 | {{note}} | ||
9 | In order to have access to the Desktop Client Application you must first install the Desktop Client Module. See [[doc:Desktop Client Module Installation]] for more information. | ||
10 | {{/note}} | ||
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24 | = (% style="color: rgb(0, 0, 0); font-size: 24px; line-height: 24px" %)1. Download The Desktop Client Installer(%%) = | ||
25 | |||
26 | ((( | ||
27 | There are two methods to download the Desktop Client installer. Both methods will download the appropriate installer for your host OS. | ||
28 | ))) | ||
29 | |||
30 | == Download From The Client Web Interface == | ||
31 | |||
32 | 1. Log into the iSymphony Client Interface. See [[doc:Connecting To The Client Interface]]. | ||
33 | 1. Open the user menu in the top right hand corner of the Client Interface. | ||
34 | 1. Select **Desktop Client**. | ||
35 | 1. Copy the URL that is specified in the dialog that is opened. We will need this URL later. | ||
36 | 1. Select **Download Desktop Client**. | ||
37 | |||
38 | {{note}} | ||
39 | Some browsers may flag the download as un-trusted and show a warning. Simply ignore the warnings and proceed with the download. | ||
40 | {{/note}} | ||
41 | |||
42 | == Download Directly From The URL == | ||
43 | |||
44 | You can enter the following URL in your browser to download the Desktop Client installer: | ||
45 | |||
46 | {{code}} | ||
47 | http://<ip or hostname of your iSymphony server>:58080/client/desktop/client | ||
48 | {{/code}} | ||
49 | |||
50 | (% style="color: rgb(0,0,0);" %)If you are on a legacy version (version < 2.0.0) of the desktop module use the following URL instead: | ||
51 | |||
52 | (% style="color: rgb(0,0,0);" %) | ||
53 | |||
54 | {{code}} | ||
55 | http://<ip or hostname of your iSymphony server>:58080/client/desktop | ||
56 | {{/code}} | ||
57 | |||
58 | (% style="color: rgb(0,0,0);" %) | ||
59 | |||
60 | |||
61 | = (% style="color: rgb(0,0,0);" %)2. Install The Desktop Client(%%) = | ||
62 | |||
63 | (% style="color: rgb(0,0,0);" %)The installation method will vary depending on the OS you are installing on. | ||
64 | |||
65 | == (% style="color: rgb(0,0,0);" %)Windows(%%) == | ||
66 | |||
67 | (% style="color: rgb(0,0,0);" %)To execute the installer on Windows simply double click the downloaded installer package, and the installation process will commence. | ||
68 | |||
69 | {{note}} | ||
70 | If you are installing a legacy version (version < 2.0.0) Windows will open a warning mentioning that the installer is un-trusted. You can ignore this warning and proceed with the download. | ||
71 | {{/note}} | ||
72 | |||
73 | {{note}} | ||
74 | The installer will not provide a notification that the installation was complete. The installer will simply exit when completed. | ||
75 | {{/note}} | ||
76 | |||
77 | == (% style="color: rgb(0,0,0);" %)OS X(%%) == | ||
78 | |||
79 | 1. (% style="color: rgb(0,0,0);" %)Mount the downloaded dmg file by double clicking on it. | ||
80 | |||
81 | 1. (% style="color: rgb(0,0,0);" %)Once mounted copy the iSymphony file to your Applications directory.(%%) | ||
82 | 1. Unmount the dmg. | ||
83 | |||
84 | == Linux == | ||
85 | |||
86 | 1. ((( | ||
87 | Extract the installer files: | ||
88 | |||
89 | {{code}} | ||
90 | tar xfv isymphony_desktop_client_2_0_0.tar.gz -C directory_to_extract_to | ||
91 | {{/code}} | ||
92 | ))) | ||
93 | 1. ((( | ||
94 | Run the executable to start the client: | ||
95 | |||
96 | {{code}} | ||
97 | cd iSymphonyDesktop-2.0.0 | ||
98 | ./isymphonydesktop | ||
99 | {{/code}} | ||
100 | ))) | ||
101 | |||
102 | For Legacy Versions of the desktop client (version < 2.0.0): | ||
103 | |||
104 | 1. ((( | ||
105 | Make the installer executable: | ||
106 | |||
107 | {{code language="bash"}} | ||
108 | chmod +x isymphony_install_<version>.bsx | ||
109 | {{/code}} | ||
110 | ))) | ||
111 | 1. ((( | ||
112 | Run the installer: | ||
113 | |||
114 | {{code language="bash"}} | ||
115 | ./isymphony_install_<version>.bsx | ||
116 | {{/code}} | ||
117 | ))) | ||
118 | |||
119 | = Uninstalling The Desktop Client = | ||
120 | |||
121 | The uninstall procedure differs for each OS. | ||
122 | |||
123 | == (% style="color: rgb(0,0,0);" %)Windows(%%) == | ||
124 | |||
125 | 1. Open your **Start Menu** and navigate to **Control Panel->Programs and Features**. | ||
126 | 1. Right click on **iSymphony** and select **uninstall**. | ||
127 | |||
128 | == OS X == | ||
129 | |||
130 | Simply delete the** iSymphony.app** file from your Applications directory. | ||
131 | |||
132 | == Linux == | ||
133 | |||
134 | Delete the directory the .tar.gz was extracted to. | ||
135 | |||
136 | For Legacy Versions: Delete the following directory and files: | ||
137 | |||
138 | {{code language="bash"}} | ||
139 | /home/<username>/iSymphony | ||
140 | /home/<username>/.local/share/applications/iSymphony.desktop | ||
141 | /home/<username>/.local/share/applications/iSymphony-app.desktop | ||
142 | {{/code}} | ||
143 | |||
144 | = Using The Desktop Client Application = | ||
145 | |||
146 | For information on how to use the Desktop Client Application see [[doc:Desktop Client]]. | ||
147 | |||
148 | |||
149 | |||
150 | |||
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