Quick Links: Installing the client Logging on  General usage instructions Troubleshooting firewall issues Establishing a Dial-up connection

1. Accessing the Citrix logon page -  Use the link provided on the Support page of the QSM web site, or enter either of the following (http://216.172.134.240 or http://slimtools.qsm.com) into the address bar of your web browser.

2. Auto Detection of Client - To use the Citrix server, you must have a Citrix client application installed on your local machine.  When you first access the QSM Citrix Server page, a popup window will appear and check to see whether you have the right Citrix client for your web browser. There are three possible outcomes:

• Correct Client installed - If you already have the correct Citrix client, you will see the popup window for a second before proceeding to the Citrix logon page (go to Step 4 for logon instructions).

• Older Client installed - If you have a Citrix client loaded, but it is not the most current version, the popup window will prompt you to install the client on your machine. Follow Step 3 to install the Citrix client.

• No Client installed - If you do not have a Citrix client installed, you will be prompted to install the client. Follow Step 3 to install the Citrix client. 

3. Installing the Citrix client.

• Within the popup window, click on Install Client link
• When asked to save to disk or run from current location, choose Run from this location. 
• A popup box will appear and ask whether you want to install and run the Citrix client. Click Yes.
• The next window will be a Welcome Screen; click Next. This launches the Citrix client setup.
• Click Next and accept the license agreement.
• There will be several possible selections including save username and password. It is safe to continue to click "Next" until the end of the setup process.
• Once setup is complete, return to your web browser, enter in your username and password, and continue (see step 4). 

4. User Logon - When you access the Citrix logon page, you will be prompted for a Username and Password. Enter your Username (first letter of your first name + last name "John Doe = jdoe") and Password (provided by QSM) then click the button to continue.

5. Folders and Applications - When your Username and Password have been authenticated, you will be logged into the QSM Application Server. The next screen that appears gives you a list of the QSM folders and applications you have access to. The folders contain applications.  To open a folder, just click on the link (QSM Beta Applications). Once the folder is open, you will see QSM applications including SLIM Estimate 5.0. To open an application, simply click on the icon. A seamless window will be launched on your desktop and you will be able to use the QSM application that you have selected. NOTE: QSM applications display best at a screen resolution of 1024 X 768 pixels and True (24 bit) Color. Contact QSM at 800 424-6755 for assistance if you experience problems with the display.  

6. Storing files and local drive access.

• Secure Server Drive - For optimal convenience and performance, QSM has created a secure data storage area for you. This storage area is assigned the drive letter H:. Keeping data stored on the server results in better application response time. This secure area is accessible only from your user logon account.

• Local Drive Letter - While you are logged into the QSM application server, you can also access your local hard drive. If you need to store files to your hard drive, use the letter V: versus the letter C:. Citrix changes the letter of your hard drive to allow your computer to run applications from the QSM server hard drive. This will only persist while you are logged onto the QSM server: your normal drive letters will reappear once you exit the QSM server.

7. Printing from the QSM Application Server - You will be unable to print from the QSM Application server unless your printer specific drivers have been loaded on the server. If you foresee the need to print, please let us know what type of printer you have installed and we will work to provide printing for you.

Troubleshooting Firewall Issues:

If you experience problems connecting to the QSM server and believe they may be related to a firewall issue, providing the following details to your system administrator may be helpful:

Citrix powers the QSM Application Server. Citrix allows programs to be run from the server but accessed from your workstation. The initial communication from your workstation to the QSM server will be over Port 80 to the QSM Web Server. Once you have been authenticated, you will establish a session with the QSM Citrix server. All subsequent communications will occur over ports TCP 1494, and UDP 1604. 

This information should help your system administrator track down any problems that may occur. If there are remaining issues, please contact QSM by e-mail or call 1-800-424-6755 and request help with the Citrix server.

Dial-up access (if you are unable to resolve firewall issues):

1. First, make sure you have installed the Citrix client.  Go to Start -> Programs.  Click on Citrix ICA Client icon -> Citrix Program Neighborhood.  Double-click on the Add ICA Connection icon that appears.

2. At the first dialogue box, select "ICA dial-in" from the list box.  Click Next.

3.  In the first field of the dialog box, type in a description name.  This will become the label for your Citrix dialup icon.  In the bottom list box, select your modem.  Click Next.

4. For the phone number, type in: 703-749-3794.  Click "Next" until you reach the last dialog.

5. When you click on "Finish", you will see a new dialup icon with the description you supplied earlier. 
Double click on this icon to bring up the "connect to" dialogue box.

6. Click on "Connect" to dial in to the Citrix server.  NOTE: follow your local dialing rules.  You may need to dial 9 or 9 + 1 in order to "dial out".  At the Citrix logon screen, type in your Username and Password to access the server.