Desktop Client Application

Note: The IGLOO Desktop Client is currently only compatible with Microsoft XP, Windows Vista and Windows 7 x32 bit operating systems. Currently there is no support for 64 bit Windows. We are developing a new application for 64 bit windows and hope to have it completed by the end of the year.

The Desktop Client is an extension of Microsoft Windows Explorer and is used to display community work areas as folders and files on a user's PC desktop.  The most common operations performed on a folder/file within an IGLOO community can now be performed from your desktop.

Note: To be able to use the Desktop Client you must be a member of the customer care community and be in our list of participating communities.

Installation

Note: It is required to uninstall previous versions of the Desktop Client before proceeding with your installation. (uninstall instructions at bottom of page)
Restart required after previous version is removed.

The Desktop Client installer comes as a zipped executable file which must be downloaded.  Simply click "Download" to install the Desktop Client.

Software Download link: Desktop Client 1.4

1. Click "Run" to begin installation.  If you receive a Security Warning dialogue box, simply ignore the warning.  
   • Click "Run" to continue.
2. The IGLOO Desktop Setup Wizard will appear.
   • Click "Next".
3. Terms of Use:  Read through the Terms of Use.
   • Click "I Accept" and click "Next".
4. Folder Destination:  The files by default will be downloaded to C:\Program Files\Desktop Client\ but you can select another location if desired.
   • Click "Next".
5. Proxy Setup
   • Click "Don't use proxy" if your servers do not use a proxy.
   • Click "Use the following proxy" if your servers do use a proxy.
6. If you are installing a new version of the Desktop Client, the wizard will prompt you to remove the old version from your system.
   • Click "OK".  You will then have to cancel the current installation process and start over once you've uninstalled the old version.
   • If you are installing the Desktop Client for the first time, installation will continue until the final screen of the wizard pops up.
7. Congratulations:  The Desktop Client is installed.
   • Click "Finish".

Using Desktop Client

The Desktop Client will appear as a folder (icon) under "My Computer" named IGLOO Desktop.  The icon can be renamed to match the name of your community.

Getting Started

1. Double-click the Desktop Client icon or right-click and choose "Open" to open up your community listing.
2. Enter your email address and password and click "Submit".
   • Validated credentials will remove the prompt box when you click "Submit".
   • Incorrect credentials will produce an error.  Re-enter the correct data.
   • The email address and password need only be entered once - they will be remembered by the Desktop Client for as long as it is installed.

3.   A list of folders reflecting those in your online community will appear. Only communities that have been enabled to use the desktop client will have their files shown in this list.

• Double-click on a folder to display all available work area folders and files.
• Communities and community content is permission-based - you will only have access to the folders you have permission to access.

Automatically Saved Actions

All actions are automatically synced between the Desktop Client and the community.

1. New folders:

• Create a new folder by right-clicking on empty space in the window and select "New Folder".
• Enter the file name and click "OK".
• The folder will appear both in the Desktop Client and in the community.
• Right-click on the folder to access the action menu (rename, delete, etc.)

2. Moving files/folders:

• All files and folders can be moved and copied within the community, between different IGLOO communities or to and from your PC using the "move" and "copy" actions.
• Files and folders can also be dragged and dropped.

3. Saving New Files

• Example: Open Notepad and add some text.
• Click "File".
• Click "Save".
• Navigate to Desktop Client.
• Navigate to the specific community.
• Navigate to the specific folder.
• Enter the file name.
• Click "Save" and exit Notepad.

4. Inserting new versions:

• Right-click on the file and select "Insert New Version".
• The browse dialogue box will appear. Select the document and click "Open".

Important Notes

The Desktop Client can be viewed in either Browser View or Application View.

• Application View refers to the file formats in the Desktop Client (Word, PDF, etc.)
• To switch to Browser View, right-click on empty space in the window and select "Open in Browser".  A new internet browser window will appear with the same files, etc. 

Uninstall Desktop Client

To uninstall Desktop Client, you have two options:

1. Go to the Control Panel.
   • Click on Add/Remove Programs.
   • Click on "IGLOO Desktop 1.x".
   • Click on "Remove".
   • Follow the prompts.  You may be required to restart your PC to complete the task.
2. Go to the Start Menu.
   • Click on All Programs.
   • Click on IGLOO Desktop.
   • Click on Uninstall.
   • Follow the prompts.  You may be required to restart your PC to complete the task.