How do I install CCH® IntelliForms® on Citrix® XenApp® and Microsoft® Remote Desktop Servers®?

This article discusses prerequisites and procedures for installing CCH® IntelliForms® on Citrix® XenApp® and Microsoft® Remote Desktop Servers®. Click a link below to go directly to a section.

Prerequisites
Global Settings
Installation Steps

Prerequisites 

Global Settings 

You can set the following settings globally using the IntelliFormsAdmin.xml file (see the Prerequisites section above for download information): 
  • Saved Data Path: This is the location where CCH IntelliForms saves its clients, forms and profiles. The default setting is: C:\Program Data\Wolters Kluwer\IntelliForms. If you want users to save this data to another location, such as a network share or an alternate local hard drive location, without their having to change the path manually, use the IntelliFormsAdmin.xml file.
  • Blank Forms Cache: CCH IntelliForms caches downloaded blank forms to improve performance. In a server farm environment a forms cache for each user may reside on the C: drive of each server.  In such an environment the various form caches may get out of sync. This may result in a longer download time while the cache is updated when the user opens CCH IntelliForms. Moving the cache to a single shared location can improve performance. The cache path can only be changed using IntelliFormsAdmin.xml.
  • Proxy settings: If you require CCH IntelliForms to connect to a specific proxy, rather than have users manually enter these settings within CCH IntelliForms, you can deploy them using the IntelliFormsAdmin.xml file.

Installation Steps 

  1. Click Start > Search and type: Control Panel.
  2. Click Control Panel > Programs > Install Application on Remote Desktop Server. 
  3. Click Next.
  4. Click Browse and navigate to IFSetup.exe.
  5. Select the IFSetup.exe file and click Open.
  6. Click Next to start the CCH IntelliForms installation.
  7. On the Welcome page, click Next.
  8. On the License Agreement window, choose I accept the terms in the license agreement and click Next. 
    • If you select I do not accept the terms in the license agreement the installation will end.
  9. On the Customer Information window, enter the user name and organization information, and then click Next.
  10. On the Select Type window, do one of the following: 
    • If you want to use the default installation path, select Complete and click Next. 
      • The default installation path is:  C:\Program Files (x86)\Wolters Kluwer\IntelliForms.
    • If you want to change the installation path settings, select Custom. 
      1. Click Change to select a custom installation path.
        • Note: IntelliForms must be installed on a local hard drive and not a network share. 
      2. Click Next. 
  11. Select Anyone who uses this computer (all users).
  12. Click Finish once installation has completed.
  13. Click Finish in the Remote Desktop Server installation applet window.
  14. If you are deploying Saved Data Path or proxy settings with the IntelliFormsAdmin.xml file, right-click on the CCH® IntelliForms®  desktop icon and click Properties > Open File Location. The CCH IntelliForms application folder opens.
  15. Copy IntelliFormsAdmin.xml into the folder.
  16. Repeat the previous steps on each Citrix® XenApp® or Microsoft® Remote Desktop Server® that you want to direct CCH IntelliConnect users to. 
    • Note. The Saved Data Path must be a location where users have at least Modify permissions.
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