First check, if your TAPI server is approved for Citrix / Terminal Server usage. You then do not need additional licenses for ESI CTI Connector for Salesforce. If the TAPI driver is installed on the local PC (telephone handset is directly connected to the PC) and ESI CTI Connector for Salesforce is running on the  Citrix / Terminal Server, then the Terminal Server / Citrix Server Add-On for ESI CTI Connector for Salesforce is necessary. This allows the local TAPI driver to communicate with the application on the Citrix / Terminal Server.

Installation with TAPI Server (without Terminal Server / Citrix Server Add-on)

Proceed as explained in the network installation chapter. During the Workstation Setup, select in the program manager dialogue: Install ESI CTI Connector for Salesforce for all users.

 

If the TAPI server is Citrix / Terminal server approved, every user can select a TAPI driver for his phone.

Installation with Terminal Server Add-On

 

If the TAPI driver is installed on the local PC (telephone handset is directly connected to the PC), then the installation process requires an additional setup and the license for the Add-On.

 

•Install files on Terminal Server

•Install files on the local PC

 

 

A Citrix Server Add-On will be available shortly. Please contact support@esi-estech.com for more information.