Login Instructions

1. Open Citrix Receiver (if not a shortcut on your taskbar, go to Start Menu and search for Citrix)

2. Enter https://SO5.suretech.com  

3. Enter your username and password

4. SureDesk will open                                                                                                                                       

Checking Local Computer Settings 

1. Make sure your Citrix Receiver is up-to-date

2. Check to see if your browser is up-to-date

3. Confirm that the Citrix Receiver plugins are set to Always Activate in Firefox 

4. Make sure your operating system is up-to-date 

(Scroll below to ...

Follow steps below to uninstall the broken update KB3163017 OR KB3163018 on Windows 10 or KB3159398 on Windows 7.   

Windows 10

1. Open Settings

2. Navigate to Update & Security

 3. Click Window Update

3. Select Advanced Options 

 5. Go to View Your Update History                                                                      ...

To recover deleted files on your SureDesk:

1. Open Computer in the Start Menu.
2. Go to the U: drive and right click on the folder you want to recover the file from.
3. Select Restore previous versions.
4. Open the version of the folder you want and Restore to replace current version of the folder on your desktop or Copy to make a copy of the older version of the folder.

To adjust the readability of text on the SureDesk follow the below steps.

1. On your SureDesk desktop click the Control Panel icon.
2. Click on Display.
3. Select Adjust ClearType text.
4. Make sure the checkbox for Turn on ClearType is checked.
5. Click Next.
6. At this point you will be asked to determine which texts look best to you. Select the text that looks best and click Next.
7. When done click Finish.

If you have any issues please contact as at solutions@suretech.com or give us a call at 800-882-8701.

Often Citrix requires older versions to be removed prior to the installation of the current version. To uninstall a previous version please follow these steps

Uninstalling on a PC

1. Go to the Control Panel on your PC.
2. Select Uninstall a program.
3. Select Citrix Receiver from the list and click Uninstall.
4. Follow the onscreen directions to finish uninstalling the Citrix Receiver.
5. Once the Citrix Receiver is uninstalled restart the computer..
6. Reinstall Citrix Receiver.

If you have any issues please contact as at solutions@suretech.com or give us a call at 800-882-8701.

If you have WebDAV enabled on one of your company drives you can map the drive to your local computer. If you would like WebDAV enabled on a drive please contact solutions@suretech.com. Once this is done you can follow the below steps.

Please note that these instructions are for computers that are Windows 7 or later.

1. Open your computer folder navigation and make sure you are in the top most level where it lists your computer's drives like the C drive.
2. Right click on the navigation screen and select Add a Network location.
3. Click Next.
4. Select Choose a custom network location.
5. In the Internet or network address field type,
   • https://sf4.suretech.com/%CustomerCode%/%ShareName%
     • %CustomerCode% = Customer Code
     • %ShareName% = is the name of the share on the file server
   • To find out the network address you will need to use, please contact solutions@suretech.com

   

6. Click Next.
7. Type in your SureDesk username and password and select Remember my Password.
8. Click Ok.
9. The drive is now mapped to your local computer.

You must use Internet Explorer to access the SureDesk Remote Desktop Application. If you are using Internet Explorer 10 or later you will need to add both http://www.suretech.com and https://rdp.suretech.com to your trusted sites.

1. Go to Tools menu.
2. Select Internet Options.
3. Click on the Security tab.
4. Select Trusted sites.
5. Click on the Sites button.
6. Add www.suretech.com and https://rdp.suretech.com.
7. Go to https://rdp.suretech.com.
8. Select the This is a private computer radio button.

For some users Microsoft Outlook 2013 can be an adjustment from the older versions of Office.   Luckily there are various customization options that can make Outlook 2013 more comfortable to use.

Changing the theme

If you find Outlook is too bright, white or hard to look out you can change the theme with the following steps. 

1. Go to File -> Office Account

Navigation Strip

You can free up space by condensing the navigation bar. 

The default navigation bar:

The compact navigation bar:

Disconnecting

Disconnecting leaves your SureDesk open and running so you can connect without launching the SureDesk again. You can leave programs running on your SureDesk. As long as you return to your SureDesk within the idle Log Off time window, all your programs and documents will still be running when you reconnect. If you do not expect to return within two hours your should either increase your Log Off time window by contacting support, or you should Log Off and not use disconnect.

There are several ways to disconnect:

Logging Off SureDesk

Logging off completely shuts down the SureDesk similar to shutting down a regular computer. This will end the SureDesk session and end all programs that were running. If you expect to be gone for longer than two hours or are ending your work day please use this option.

To log off your SureDesk completely you will need to follow the following steps:

1. Click on Start Menu.
2. Click Log ...

Citrix Bar

On your SureDesk, there is a black bar found on the top of the screen. Clicking on the bar reveals a menu screen with several options.

Home

Home minimizes your SureDesk and brings you back to your local desktop.

My SureDesk Workstation

This is your current SureDesk. If you are running more than one SureDesk you will be able to switch between them using these buttons.

Ctrl+Alt+Del

This performs the action that would occur if you pressed the keys Ctrl+Alt+Delete on a regular computer. You can log off the SureDesk, lock the SureDesk requiring a password to access it again or change your password.

Preferences

Preferences include several options to choose from.

Display

Under display you can adjust the size the SureDesk appears.

• Best resolution - This automatically adjusts the screen to a comfortable resolution.
• Scale to fit - This scales the SureDesk to fit within the screen it is viewed on.
• Actual size - This does not adjust the scale of your SureDesk and will appear its actual size no matter the screen.

File Access

File Access allows you to set how the SureDesk access folders on the local computer.

• Read and write allows for full access to your local machine
• Read ...

1. To turn on and off the pop-up blocker on Internet Explorer 10 click the gear icon in the upper right hand corner of the web browser.
2. Select Internet Options in the drop down menu.

Files on the SureDesk and SureFiles

The SureDesk allows you to access files on the server from anywhere. The server drives are located under Network Location.

The S: Drive is a shared drive, everyone in your company has access to the S: drive, we call this SureFiles.

The U: Drive is a private drive, only you have access to these 'My Documents' and preference folders.

Files on your Local Computer

The drives under "Other" are the drives located on the computer you are physically using.

Through these drives you can access files on your local computer or save and move files from the SureDesk to your local computer.

The CD/DVD drive allows you to access the files in your CD or DVD.

The Local Disk are the drives on your local computer such as the C drive or any other drives that are setup on the computer.

Local computer permissions

The first time you log into the SureDesk you will see the message below. This message will appear every time you launch the SureDesk on a different computer.

• Selecting No access will prevent the SureDesk from accessing the local computer.
• Read-only access allows you to view files on the local computer but you will not be able to edit them.
• Read/write access allows complete access to the folders and files on the local computer.

Change Your Password

1. On the SureDesk web panel go to Settings.
2. Go to the password section and click Change Password.
3. Type in your old password, then type in the new password in the two remaining fields.
4. Click Ok.

You can also change your password within the SureDesk.

1. Go to the Citrix Bar at the top of the SureDesk screen and click on Ctrl + Alt + Del.
2. Select Change a password...
3. Type in your old password, then type in the new password in the two remaining fields.

Password Rules

All SureDesk passwords must follow the below rules.

• The password must be at least 8 characters long.
• Your password must contain characters from three of the following four categories:
  • English uppercase characters (A through Z)
  • English lowercase characters (a through z)
  • A number (0 through 9)
  • Non-alphabetic characters (for example: !,$,#,%)

While using QuickBooks you may encounter annoying pop-ups or other features while using the program. Below are some tips for getting rid of these annoying quirks that can appear in QuickBooks. These tips are mostly for older versions of QuickBooks as the newest version has removed some of these annoyances.

Advertisement pop-ups

To turn off the advertisement pop-ups follow the below steps.

1. Go to Edit -> Preferences.
2. Select General Preferences.
3. In the My Preferences tab check off Turn off pop-up messages for products and services.

Live Community window

To turn off the Live Community window follow the below steps.

1. Go to Edit -> Preferences.
2. Select Desktop View.
3. In the My Preferences tab check off Show Live Community.

Payment toolbar

To turn off the Payment Toolbar found in the Receive Payments and Sales Receipts windows window follow the below steps.

1. Go to Edit -> Preferences.
2. Select Sales & Customers.
3. In the My Preferences tab check off Show Payment Toolbar on Receive Payment and Sales Receipt forms.

If you are trying to print from Adobe Reader on the SureDesk and the program crashes you will need to follow the simple steps below to get the programs to work correctly.

Adobe Reader

1. In Adobe Reader open Edit in the tool bar and select Preferences.
2. Under categories make sure General is selected.
3. Make sure Enable Protected Mode at startup is unchecked.
4. Printing should now work.

What does it mean if you see the below message?

A network interruption at your location, at our datacenter, or even somewhere in-between will cause the connection to your SureDesk to 'hiccup' or 'stall'. If the interruption is longer than a few instants, you may find your SureDesk becomes unresponsive and you may see the above message.

What you should do:

1. Relax for a minute except for local network issues, internet or datacenter interruptions are rare (a dozen times a year perhaps) and most often resolve themselves quickly (within seconds usually or 5-10 minutes at the most).
2. Do nothing during the interruption the more you click during the interruption the more the SureDesk needs to do before it becomes functional again. Try to reduce the queue of commands when there seems to be an interruption.

What if ...

The SureDesk at a Glance

Computers are not quite like TVs - when you turn them on, you actually interact with your computer in many ways.  This takes some training, both for the computer and for you.

For our part the SureDesk is a balancing act to find the optimal balance between four separate goals: performance, cost efficiency, flexibility and security.  Our commitment is to provide solutions that to the greatest extent possible provide the best of each of these goals.

Most of you will have had years of training with your physical PCs, Macs and Laptops.  We've worked very hard to make the SureDesk as similar as possible, but it's just a little bit different in some ways and a little bit the same in others. 

The better you can understand the SureDesk, the better the experience is likely to work for you.

Please keep in mind:

• The SureDesk does not exist anywhere that you can touch it. We rely on "virtualization" technology to assemble your SureDesk from servers that deliver Memory, Processing Power and Applications that are all stitched together to present you with a "virtual" desktop.

Before using the SureDesk you must install the Citrix receiver on the computer you will be accessing the SureDesk.

Installing on a PC

1. Go to the Citrix website at https://citrix.com/products/receiver.
2. Click on Download Receiver for Windows.
3. Run the Citrix Receiver file that was downloaded
4. Click Install and click Next/Continue until it finished
5. When it asks for the Server or email address, enter https://so5.suretech.com (You will only need to do this step for the first time)
6. It will then ask you for your User ID and Password
7. You can pin the Citrix Receiver to your taskbar or create a shortcut.  Go to Start Menu>All Programs>find Citrix Receiver>Right Click>Select Pin to Taskbar
8. If you prefer, you can rename your Shortcut to SureDesk 5.0 or whatever you prefer.  If you need assistance, just email solutions@suretech.com.
9. We recommend launching your SureDesk from Citrix Receiver for best perfomance, security and access to printers. 
10. If you want though, you can launch your SureDesk directly from any web browser by going to https://so5.suretech.com. 
11. Note that HTML 5 does have conflicts with printing, so we recommend connecting from Receiver directly. 
12. If you ...

For safety and security there are rules for the passwords you need to access your SureDesk and SureFiles.

Password must meet complexity requirements

Your password must:

Your password must contain characters from three of the following four categories:

Maximum password age

See Also

• How to change your SureDesk password

To fix this, look towards the top of the browser and find a bar that says:

"This website wants to run the following add-on: 'Provision Networks Load and License Manager Client from 'Provision Networks'..."

All you need to do is click on the bar and allow it to download and install the add-on. After the add-on is installed you should be able to login using SureDesk.