InfoConnect Desktop Installation and Deployment Guide

This guide shows how to prepare for your InfoConnect Desktop deployment. It includes information for all of the phases of your deployment process.

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Getting Started

Get started with your deployment. This includes exploring your deployment options, best practices, and a walkthrough of a simple deployment option.

Install and Set up Administrative Tools

Install InfoConnect and make sure you meet system requirements.

Review the administrative tools and set up a system for customization, testing, and deployment.

Customize InfoConnect

Create and customize session document files that you can deploy to users.

Customize the InfoConnect Workspace

Customize InfoConnect to change the appearance and basic functionality of the main InfoConnect window and to control access to controls and settings.

Setting up Information Privacy

Set up information privacy features that are designed to help you comply with industry and government regulations, like Payment Card Industry Data Security Standards (PCI DSS) that address data protection concerns.

Modify the Installation

Create a transform (MST file) to customize how InfoConnect is installed on user workstations.

“Lock Down” InfoConnect To Restrict Access to Controls

Restrict access to almost any of the InfoConnect settings or controls. This allows you to simplify support requirements and resolve security concerns.

Package Sessions and Custom Settings Files

Create an MSI package to install custom files you created when you customized the InfoConnect sessions or the InfoConnect workspace.

Configure Security

Set up secure connections, set up PKI Auto Sign-on, add trusted locations, and control access to the InfoConnect API.

Centrally Manage Sessions

Set up and centrally manage sessions on the Management and Security Server.

Deploy InfoConnect

Deploy InfoConnect, session document files, and other configuration files. Instructions are included for using the setup.exe program and deploying directly with MSI as well as deploying with Microsoft Active Directory and Microsoft System Center Configuration Manager.

Upgrading from Earlier Versions of InfoConnect

Get information about installing and using InfoConnect Desktop on systems running earlier versions of InfoConnect.