Citrix or Terminal Server Deployment of Sidebar includes the actual software installation and the deployment of two configuration files.
- Install Cirrus Insight on a local admin’s machine.
- Open the file C:Users/username/AppData/Roaming/Zynbit/User Settings.config where username is a machine user who has installed Cirrus Insight.
- Edit the file to include appropriate options for your site. See this article: Configuration Settings
- Make sure to clear existing credentials if they are not null. These include
- <Cirrus InsightCredentials>
- <Cirrus InsightUserInfo>
- <CrmOAuthSettings>
- <EcmCredentials>
- <CrmUserInfo>
- Install Cirrus Insight on the citrix/terminal server.
- Copy the User Settings.Config and Logging.config files to the user app data folders for deployment.