1.3 Best Practices for Planning an InfoConnect Deployment

1.3.1 1. Identify Technical and User Requirements, Subject Matter Resources, and Risk Mitigation

Large-scale terminal emulation deployments have significant risks in terms of delays, cost, and user acceptance. Performing a high level assessment allows you to identify risks at an early stage, and plan mitigation strategies to address them. Be sure to:

Develop communication plans

Develop plans to communicate with user groups and key personnel throughout the process to avoid the communication problems that are common to many deployments. User organizations may not be aware of their licensing options, when they have to upgrade, or which resources and information to provide. IT staff are sometimes unaware of desktop macros and other customization files that are required for user groups.

Coordinate to make sure all stakeholder needs are met

Make certain all user groups, IT, and stakeholders are “on the same page” and are prepared regarding what is needed, schedules, and expectations.

Define high level requirements

Define high level requirements by collecting and analyzing all the information required to define and prioritize needs, address user concerns, and improve user acceptance.

Define resource requirements

Define resource requirements to determine how many and what type of resources your deployment requires.

Assess customization requirements

Assess your current environment to determine which customizations are required for user acceptance. Be sure to address special security requirements or other needs such as file transfer.

Assess risks

Assess the risks of application compatibility and user acceptance.

Perform a high level analysis of your solution

Make sure your deployment solution complies with new security mandates, reduces maintenance, meets productivity requirements and still has good user acceptance.

1.3.2 2. Inventory and Analyze User Requirements, Macros, Configuration Files, and Legacy Applications

Conduct a detailed inventory for each user group to determine which user applications and configurations are critical, used, or not used and whether your terminal emulator requires integration with custom applications. Performing an inventory of your current emulation collateral provides the data you need to make sound technical and business decisions about what to carry forward. It also helps identify needs for customization of InfoConnect and for integration with other applications. Be sure to:

Define user requirements

Define user requirements for each user group to determine the priorities for this group and special needs such as file transfer capability or security requirements.

Inventory User Desktops

Inventory desktops to assess how many vendor products and files are being used in the existing configuration.

Identify integration needs

Identify needs for integration with HLLAPI or other applications that use your terminal emulation software.

1.3.3 3. Assess Which Existing Files To Carry Forward and Test

The success of your deployment depends on careful assessment and planning. After you determine which files to carry forward, you’ll need to convert them to InfoConnect Desktop files and then test these new files.

Assess which existing files are required

Assess which macros and configuration files are required for your new solution.

Analyze inventory data

Analyze your inventory data to make key technical and business decisions about what to carry forward and deploy.

Convert Extra! or legacy Reflection 14 files to InfoConnect Desktop files

If you plan to carry forward any existing files, open the files in InfoConnect Desktop and save them (and any related supporting files) as InfoConnect Desktop files.

If any of your Reflection 14 or Extra! session files have macros that are locked and password-protected, these macros are lost when you open those files in InfoConnect Desktop. To import the macros, you’ll need to unlock the macro projects before you open the files.

NOTE:InfoConnect Desktop cannot import Extra! or legacy macros when they are locked because it needs to access the macro projects to convert them.

Test all files in InfoConnect Desktop

Make sure that the macros, configurations, and other files work with InfoConnect Desktop.

1.3.4 4. Package and Test

Package, test, and deploy to selective user groups and conduct pilots to minimize user disruption. Be sure to test for both technical issues and user acceptance.

Deploy files to trusted locations.

The Trusted Locations feature provides a way to differentiate safe files from potentially harmful files. When a file is in a trusted location, it’s files are assumed to be safe. InfoConnect enforces trusted locations by default, so if you want to save sessions in directories that are not default trusted locations, you’ll have to define these directories or disable trusted locations. See Configure Trusted Locations.

Deploy customized files to the correct locations

InfoConnect looks for session files and supporting custom files in specific locations. If you deploy one of these files to another location, InfoConnect will be unable to find it. See Where to Deploy Customized Files in the InfoConnect Deployment Guide.

Consider using the InfoConnect setup.exe

Setup.exe is the recommended tool for installing and deploying InfoConnect. This tool uses the primary InfoConnect MSI file to install InfoConnect but it also installs prerequisite software (if needed) and has several other features that provide a smoother deployment than installing directly with the primary InfoConnect MSI file.

It determines whether each workstation has the required .NET Framework and Microsoft Windows Installer version and automatically installs them if necessary. It also automatically uses the correct language for the installation and removes previous versions of InfoConnect.

If the Visual Basic feature is selected, Setup.exe also installs the Visual Basic core MSI, along with the appropriate VB language MSI.

If you are deploying with MSI directly, make sure all prerequisites are installed.

If you use msiexec.exe for your install, prerequisites are not installed automatically. If the required prerequisites are not already on your users' workstations, you need to install them separately. You can find installers for the required prerequisites in the Prerequisites folder in the distribution media, or in your administrative installation. The prerequisites you need to install depend on which programs and features you are installing:

  • All InfoConnect Workspace features require Microsoft .NET Framework 4.7.1. If you attempt an install using msiexec.exe and this prerequisite is not found, a message displays and the installer stops. To install the .NET Framework, run the executable file in Prerequisites\DotNet471.

  • The Visual Basic for Applications feature requires Microsoft VBA 7.1. Use the core and language-specific *.msi packages in the Prerequisites\VB71 folder.

Ensure your user systems meet InfoConnect’s Requirements

To make sure users have the InfoConnect hardware and software requirements, see System Requirements.

If your users have Extra! or legacy macros, install legacy macro compatibility features

To run a legacy macro, the Micro Focus compatibility feature for that type of macro must be installed. This feature is available on the Setup program Features tab. See Feature Selection.

Make sure that all VBA projects in referenced session documents and SharedMacros files have unique project names

If you are referencing session documents or using SharedMacros files to share macros, make sure the projects in those files have unique project names. Each project name in the VBA Project editor must be unique to avoid errors caused by naming conflicts. You can change project names by modifying the project properties in the VBA editor or by creating and saving these files in InfoConnect Desktop 16.2 or greater.

Follow guidelines for setting up security certificates

You can configure certificate authentication for both Secure Shell and SSL/TLS connections.

All SSL/TLS sessions require certificates for host authentication; without the necessary certificate, you cannot make a host connection. Depending on the host configuration, you may also need to install certificates for user authentication.

Secure Shell sessions typically require both host and user authentication. Certificates can be used for either host and/or user authentication, but are not required by default.

For more, see Digital Certificates and Reflection Certificate Manager .

If you are using Citrix or AppV, Follow best practices for these platforms

Whenever possible, save sessions that have customized settings for QuickPads, keyboard maps, themes, mouse maps, hotspots, and ribbons as compound session document files (see Session Documents ). This prevents problems caused by sessions not being able to access or find configuration files.

If you specify a user data directory, do not use the Setup user interface to set the directory and do not use a drive letter as part of the directory. Setting the user data directory in this way on a Citrix server causes all users to have the same data directory. Instead, create a transform that sets the WRQ_USERDIR property to the location you want to use for the user data directory and install InfoConnect with the transform. Be sure to use a InfoConnect property (such as [PersonalFolder]) to specify the directory instead of a drive letter.