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Desktop Client Installation

Version 6.1 by ryanp on 2021/09/09 18:01
Warning
For security reasons, the document is displayed in restricted mode as it is not the current version. There may be differences and errors due to this.

Overview

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. 

Warning

In order to have access to the Desktop Client Application you must first install the Desktop Client Module. See Desktop Client Module Installation for more information.

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1. Download The Desktop Client Installer

There are two methods to download the Desktop Client installer. Both methods will download the appropriate installer for your host OS.

Download From The Client Web Interface

  1. Log into the iSymphony Client Interface. See Connecting To The Client Interface.
  2. Open the user menu in the top right hand corner of the Client Interface.
  3. Select Desktop Client.
  4. Copy the URL that is specified in the dialog that is opened. We will need this URL later.
  5. Select Download Desktop Client.
Warning

Some browsers may flag the download as un-trusted and show a warning. Simply ignore the warnings and proceed with the download.

Download Directly From The URL

You can enter the following URL in your browser to download the Desktop Client installer:

http://<ip or hostname of your iSymphony server>:58080/client/desktop/client

If you are on a legacy version (version < 2.0.0) of the desktop module use the following URL instead:

 

http://<ip or hostname of your iSymphony server>:58080/client/desktop

2. Install The Desktop Client

The installation method will vary depending on the OS you are installing on.

Windows

To execute the installer on Windows simply double click the downloaded installer package, and the installation process will commence.

Warning

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.

Warning

The installer will not provide a notification that the installation was complete. The installer will simply exit when completed.

OS X

  1. Mount the downloaded dmg file by double clicking on it.
  1. Once mounted copy the iSymphony file to your Applications directory. 
  2. Unmount the dmg.

Linux

  1. Extract the installer files:

    tar xfv isymphony_desktop_client_2_0_0.tar.gz -C directory_to_extract_to

  2. Run the executable to start the client:

    cd iSymphonyDesktop-2.0.0
    ./isymphonydesktop

For Legacy Versions of the desktop client (version < 2.0.0):

  1. Make the installer executable:

    chmod +x isymphony_install_<version>.bsx

  2. Run the installer:

    ./isymphony_install_<version>.bsx

Uninstalling The Desktop Client

The uninstall procedure differs for each OS.

Windows

  1. Open your Start Menu and navigate to Control Panel->Programs and Features.
  2. Right click on iSymphony and select uninstall.

OS X

Simply delete the iSymphony.app file from your Applications directory.

Linux

Delete the directory the .tar.gz was extracted to.

For Legacy Versions: Delete the following directory and files:

/home/<username>/iSymphony
/home/<username>/.local/share/applications/iSymphony.desktop
/home/<username>/.local/share/applications/iSymphony-app.desktop

Using The Desktop Client Application

For information on how to use the Desktop Client Application see Desktop Client.