This document provides an overview of the issues for an installation of Troika on Terminal Services and Citrix XenApp. The presumption is made that Terminal Services or Citrix XenApp is already fully configured before an installation of the Troika application is begun.
In addition, the relevant versions of Microsoft Office as per the current system requirements published by thewealthworks including: Microsoft Access Runtime, Microsoft Word and Microsoft Excel, should also be published prior to installation. These notes provide a general guide to the principles of installation. They do not constitute an exhaustive nor definitive guide.
The installation is broken down into several steps. The following outlines the main tasks that need to be completed. You may have, depending on your system environment, additional tools or controls to make the program installation/file distribution process easier.
1. Follow the main installation instructions in the System Installation Guide - Installing Troika for:
- Downloading and copying the installation files and folders.
- Setting up the centrally located Troika files and folders. The chosen central location can be on a single file server on the same domain as the Citrix Server. For a single Terminal Server set-up, this can be on the same server.
- Restoring the SQL database backup.
- Assigning user database access with SQL logins. Review Appendix A for full details of SQL administration and file backup requirements for Troika.
2. If not already available install/publish the following applications in addition to Microsoft Office:
| Microsoft Access/Runtime Installation | If not present, install the Microsoft Access 365 Runtime (32-bit) program from Microsoft here. | The standard default Troika installation should use the Access Runtime 365. The 'AccessVer' setting for this workstation will be 16, which covers all supported versions of Access at this time. Where the previous 15/04/2019 dated version of TroikaInstall.msi is used, amend the Accessver= entry in the 'TroikaSQL.ini' file found in C:\TWW\Troika accordingly. Also, include an additional setting for UseLongPath=-1, as outlined here. Remember, for support purposes, a single workstation or user profile will require a full version of MS Access. |
.NET Framework | Check the version of .NET Framework you have installed. Enter ‘%systemroot%\Microsoft.Net\Framework’ into the address bar of Windows Explorer. If the folder v4.0.30319 is present, check to see if the file system.dll exists within the folder. If the system.dll or the folder is missing, please install .NET Framework v4. Download the latest version from Microsoft here. | |
| Install Adobe Reader | Install Adobe Acrobat Reader from Adobe here. Open Adobe Acrobat Reader and select the 'Preferences' menu option and from the Edit tab, select the subpage 'Security (Enhanced)' and add the folder path 'T:\Forms' to the privileged locations. | This step is only required for users running statutory or probate forms. |
3. Terminal Services or XenApp servers
Ensure you have sufficient rights on your operating system to install the applications successfully. This will usually require logging on as an Administrator to perform the installation and set-up procedures. Also ensure that the Administrator or user is a member of the administrator group before proceeding. You must be logged on to the operating system as this user to complete the installation. The next steps should be completed on the terminal server or each Citrix XenApp server on server farm.
In order to register all the necessary system files, place the server in install mode. This can be done by typing ‘change user/install’ at the command prompt. This will need to be completed at each Terminal Server, if there is more than one server running.
Steps Required (on the terminal server or XenApps servers) | Additional Notes | |
| Install | Access the folder T:\Resources\Install_Files and run 'TroikaInstall.msi'. Follow the wizard, clicking 'Next' at each step. | The 'TroikaInstall.msi' file should be dated 15/04/2019, or later. In existing client setups, an older version may be present. You can download the newer version here. The installer installs a 'base' version of Troika, version 2.09.005 (2019). A later step will update this to the current release version held in T:\Master. |
| The default folder C:\TWW\Troika will be prompted as the location installation folder. It is strongly recommended that the default path is not changed. | In the event the default path needs to be changedm, the file 'TroikaSQL.ini' will need to be edited manually in Notepad to reflect the path changes from C:\TWW\Troika, to your chosen locatation. Amendments to registry settings for Troika Accounts will also be required. Please contact support for further assistance, if needed. | |
| Click 'Close' to complete the workstation installation step. | ||
Visual Basic install runtime | Install the Visual Basic runtime program from | This is needed to ensure the Troika programs function correctly. We recommend that this step is not omitted unless you are certain that it has already been installed by other programs on each workstation. |
| Create DSN | Create a DSN connection. | See Appendix B for full details how to create a DSN. |
| Select DSN | Start the Troika Desktop from the newly added desktop icon. Select the DSN from the Troika Desktop by right clicking on the icon in the system tray, and selecting DSN, then 'Select DSN'. Find the newly created System DSN and then enter the SQL username and password, if required, to confirm it. | You will likely see an error on first opening the Troika Desktop, because it is not yet connected to a DSN. Click OK/Ignore through these messages, until you open the Troika Desktop successfully. |
Place the server in Execute mode by typing ‘change user/execute’ at the command prompt.
4. User profiles/profile programs
Create a folder on the server for each user’s local program files called ‘TWWUSERS’. Share the folder, ensuring the users have full control over the folder and sub folders. Create a folder in this share for each user account.
Within each user account settings on the domain controller/server, set the home folder to a mapped drive letter and with a path to their own folder in this share.
For example Z: \\SERVERNAME\TWWUsers\JohnK\
This ensures the paths to the programs in the configuration file ‘TroikaSQL.ini’ file are identical for every user, but will point to the correct users programs in the relevant folder.
The user folder with the programs can be located on a central server and the path to each of these folders be controlled with a log-on script to set the mapped network drive. All program files will then be located on a single server. For example:
\\SERVERNAME\TWWUSERS\%Username%\ could be set to W:\ at log-in.
The files and subfolders usually located in C:\TWW\Troika can then be copied for each of the users on the central file server where the application programs are to be stored.
For example:
Each with sub folders and files; for example, \\SERVERNAME\TWWUSERS\Andy\Troika\
Working on a single ‘template’ user account first, copy the contents of folder installed to C:\TWW\Troika, to the users own folder, including subfolders.
5. The 'TroikaSQL.ini' file within the user account must be amended to take into account the drive letter mapping assigned to each users program files folder and drive letter. All path entries in the 'TroikaSQL.ini' file referring to a local C:\ drive should be amended. For example:
Original Path Entries in the user 'TroikaSQL.ini' | Revised Path Entries in the user 'TroikaSQL.ini' |
Troik=C:\TWW\Troika\fpsTroik.mdb | Troik=W:\Troika\fpsTroik.mdb |
Time=C:\TWW\Troika\fpsTime.mdb | Time=W:\Troika\fpsTime.mdb |
Util=C:\TWW\Troika\fpsUtil.mdb | Util=W:\Troika\fpsUtil.mdb |
TrSec=C:\TWW\Troika\fpsTrSec.mdb | TrSec=W:\Troika\fpsTrSec.mdb |
TrIM=C:\TWW\Troika\fpsTrim.mdb | TrIM=W:\Troika\fpsTrim.mdb |
Troikdat=C:\TWW\Troika\fpsTroik.mdb | Troikdat=W:\Troika\fpsTroik.mdb |
Troiksys=C:\TWW\Troika\fpsTroik.mdb | Troiksys= W:\Troika\fpsTroik.mdb |
Double check that all paths previously referring to C:\ are amended within the 'TroikaSQL.ini' file. These amendments ensure that each user accessing Troika is maintaining their own unique copy of each of the program files in the central location.
Other centrally located file locations in the 'TroikaSQL.ini' file need to be referenced in the file as before.
For example:
Accounts=\\SERVERNAME\TWWDATA\Accounts
TroikMaster=\\SERVERNAME\TWWDATA\Master\fpsTroik.mdb
Save and close the 'TroikaSQL.ini' file.
6. Create a database connection (DSN), by following the instructions in Appendix B.
7. Create a desktop shortcut for the Troika Desktop (or application shortcut for published applications in Citrix) or amend the desktop shortcut created by the standard install "C:\TWW\Troika\fpsStart.exe" troikasql.ini to:
"W:\Troika\fpsStart.exe" troikasql.ini
It may be necessary to remove desktop shortcuts and start menu items created by the original installation which point to the C:\TWW\Troika directory. The start menu and desktop shortcuts can either be placed in the users profile settings or in ‘All Users’ depending on your requirements.
8. Start the Troika Desktop from the newly added desktop icon. Select the DSN from the Troika Desktop by right clicking on the icon in the system tray. Click, DSN and select DSN. Find the newly created system DSN and then enter the SQL username and password, if required.
9. The Troikasql.ini file can be common for every user and can then be copied along with the complete contents of the template user programs folder to every other user in the root folder \\SERVERNAME\TWWUSERS\.
10. Publish a desktop shortcut for each user based on the shortcut created in step 7, or publish Troika as a separate application for each user. Contact support for further information or assistance.
These notes were last reviewed 03/2023.