Installing the TaskCentre 4.7 Client

Introduction

The TaskCentre Client enables quick and direct access to the TaskCentre Server interface from any location on your network.

The initial installation of TaskCentre requires the server and client components to be installed together on the server machine, this allows for immediate configuration of TaskCentre. The client can then be installed on a separate workstation which allows the TaskCentre server to be administered remotely.

Planning an Installation

What do you need to consider before an installation of the TaskCentre Client?

This checklist will help plan a successful installation:

  • The TaskCentre Client is supported on the following versions of Microsoft Windows:
    • Microsoft Windows Vista Business & Ultimate 32/64bit
    • Microsoft Windows 7 Professional, Enterprise & Ultimate 32/64bit
    • Microsoft Windows 8 all desktop editions 32/64bit
    • Microsoft Windows 8.1 64bit
    • Microsoft Windows 10 64bit
    • Microsoft Windows Server 2008 32/64bit & 2008 R2 64bit
    • Microsoft Windows Server 2012 64bit & 2012 R2 64bit
    • Microsoft Windows Server 2016 64bit
  • Ensure you have your TaskCentre product key available
  • Obtain the server or IP address of the TaskCentre Server
  • Obtain the administrator password of the TaskCentre Server
  • Check ports 4222 and 4223 are open on the TaskCentre server to allow communication between the client and server

Installation Considerations

When carrying out TaskCentre administration from the client, i.e. creating new global connections, new tasks or configuring tools within a task, the client machine generally requires the same access rights to network resources and tool related components as the server machine. Here are some important points to consider:

ODBC System DSNs

If a task is referencing a global connection to an ODBC compliant database and the connection is via a system DSN, then the system DSN needs to be present on both server and client machines if you want to edit or view the connection details.

ODBC/OLEDB Drivers

If you want to edit a global connection to an ODBC or OLEDB compliant database, then the same ODBC/OLEDB driver must be installed on the client machine. This enables you to edit and view the connection details.

Network Access

If using tools in a task that work with the movement of files across your network, for example the Save as File, File Management or FTP tools, ensure the client machine has the same access rights to the network locations as the server machine. This will prevent ‘access denied’ type errors when testing the task from the client machine.

Run Crystal Reports

If using the Run Crystal Reports tool and the Crystal Reports software is installed on the server, ensure the software is also installed on the client machine. This is only necessary for editing Crystal Reports from within the Run Crystal Reports tool as the client will need to launch the software.

Merge MS Word Document

If using the Merge MS Word Document tool and the MS Word software is installed on the server, ensure it is also installed on the client machine. Once again, this is only necessary for editing the Word document from within the tool as the client will need to launch the software.

Run MS Reporting Services Report

If using the Run MS Reporting Services Report tool, ensure Report Viewer is present on the client machine to enable the editing of locally stored reports.

Send Message (SMTP)

If a task is referencing a Microsoft Outlook global address list to obtain email addresses, ensure the client machine has Microsoft Outlook installed and configured to enable viewing. This means the client machine must also have permission to connect with the SMTP server.

Installing the TaskCentre Client

The TaskCentre Client is selected as a feature to install from the TaskCentre installer.

It is best practice to install the TaskCentre Client during the initial install of the TaskCentre Server to enable immediate administration.

The client may then be later installed on another machine as a standalone install for remote access to the TaskCentre Server.

After the installation has completed you will be prompted to enter the TaskCentre Configurator. This is primarily required to check the operating system prerequisites have been met.

Make sure to enter the Configurator if you will be creating or editing any of the following tools in a task:

  • Run MS Reporting Services Report
  • Run Crystal Report
  • Merge MS Word Documents

Once again, you will need to make sure that all prerequisites have been met.

Launching the TaskCentre Client

Login

The TaskCentre Client is launched from the Start -> Programs menu or for newer operating systems you can select the TaskCentre app from the start screen.

The first time you launch the client you will be prompted to supply the location of the TaskCentre Server and the password of the TaskCentre administrator account.

In the Server field you can enter the name or the IP address of the machine where the TaskCentre Server is installed.

Launch

It is recommended that Set as Default is left ticked, this will ensure that the client will automatically log you in every time it is launched.

Once these details have been supplied you will be presented with the main TaskCentre interface allowing you to administer your tasks and global connections.

If you wish to see this login prompt again, you hold down shift the next time you launch the TaskCentre Client.

Advanced

The Advanced button allows you to check which ports the client and server are communicating on. Command Port governs commands sent from the client to the server. Callback Port is for commands sent from the server to the client.

Ensure that these ports are open on your client machine.

Advanced Settings

Summary

The TaskCentre Client is used to connect with the TaskCentre Server.

It allows for administrative duties, i.e. the creation and edits of tasks, to be carried out within TaskCentre. When installed remotely it has the added benefit of not requiring you to remote on to the machine hosting the TaskCentre Server.

The TaskCentre Client is installed by selecting it as a feature within the TaskCentre installer; it can be installed alongside other TaskCentre features or as a standalone install.

Upon launch of the client the initial connection details to the server are supplied to grant access to the TaskCentre interface.