Administrator’s Guide

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Administrator’s Guide

Citrix

®

MetaFrame

®

Conferencing Manager

Version 2.0

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Conferencing Manager CD-ROM.

Copyright and Trademark Notice

Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. Other than printing one copy for personal use, no part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Citrix Systems, Inc.

Citrix, ICA, MetaFrame, and Program Neighborhood are registered trademarks, and MetaFrame XP and Citrix Solutions Network are trademarks of Citrix Systems, Inc. in the United States and other countries.

Trademark Acknowledgements

Adobe, and Acrobat are trademarks or registered trademarks of Adobe Systems Incorporated in the U.S. and/or other countries.

Microsoft, Windows, Windows NT, Exchange Server, and Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

All other trademarks and registered trademarks are the property of their respective owners.

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Chapter 3

Planning Your MetaFrame Conferencing Manager Deployment

System Requirements. . . 25

Planning Your Deployment . . . 25

Step 1 - Selecting Servers . . . 25

Step 2 - Deploying the Latest ICA Clients to Users . . . 27

Step 3 - Considering Pass-Through Authentication. . . 27

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Chapter 4

Deploying MetaFrame Conferencing Manager

Overview of Deploying MetaFrame Conferencing Manager . . . 29

Installing and Publishing MetaFrame Conferencing Manager . . . 30

Using the Windows Installer Package for MetaFrame Conferencing Manager . . . 31

Configuring MetaFrame Conferencing Manager . . . 38

Configuring the Conference Organizer Service. . . 38

Configuring the MetaFrame Conferencing Manager User Interface and the Conference Room Component . . . 39

Licensing MetaFrame Conferencing Manager . . . 43

Grace Period for License Activation . . . 44

Installing the License . . . 44

Activating the License . . . 44

Specifying the Conference Room License Type . . . 45

Deploying the Latest ICA Clients to Users . . . 45

Ensuring that Published Applications Are Available to Users . . . 46

Chapter 5

Integrating MetaFrame Conferencing Manager with

Microsoft Exchange Server and Outlook

Overview of Exchange Server and Outlook Integration . . . 47

Benefits of Exchange Server and Outlook Integration . . . 48

Integrating MetaFrame Conferencing Manager with Exchange Server and Outlook . . . 48

Implementing the MetaFrame Conference Form . . . 49

Benefits of Implementing the MetaFrame Conference Form . . . 49

Security Warnings with Outlook . . . 53

Steps to Implementing the MetaFrame Conference Form. . . 54

Reverting Implementation of the MetaFrame Conference Form . . . 57

Appendix A Glossary . . . 59

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Before You Begin

This chapter gives you a brief overview of this guide and other Citrix documentation. The following topics are covered:

• How to Use this Guide • Finding More Information • Citrix on the World Wide Web • Document Conventions

How to Use this Guide

This guide is designed to assist MetaFrame XP administrators with all

administrative tasks related to deploying, maintaining, and using Citrix MetaFrame Conferencing Manager. It assumes that you are familiar with:

• Your MetaFrame XP Server environment, including server operating systems • The process of publishing applications on MetaFrame XP servers

• Citrix ICA Clients used to access published applications

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This guide contains the following sections:

Using PDF Documentation

This guide and other Citrix documentation are available in Adobe PDF format. Using the Adobe Acrobat Reader, you can view and search the documentation electronically or print it for easy reference. You can download Acrobat Reader for free from Adobe System’s Web site at http://www.adobe.com/. The self-extracting file includes installation instructions.

Finding More Information

You can find this guide in the Documentation folder of the MetaFrame Conferencing Manager CD-ROM.

For additional information, you can also consult the following resources:

• The online help for Citrix MetaFrame Conferencing Manager. Use this help system for task-based assistance with MetaFrame Conferencing Manager. It is available from within the application. You can display the online help by selecting Help from the MetaFrame Conferencing Manager menu bar. • The MetaFrame XP Server Administrator’s Guide. Use this book for

information about MetaFrame XP Server and maintaining published applications. On a MetaFrame XP server, this book is available from the

Documentation folder. You can display the contents of this folder by choosing

Start > Programs > Citrix > Documentation.

Important Always consult the Readme file for Citrix MetaFrame Conferencing Manager for any last-minute updates and corrections to the documentation.

Chapter Contents

Chapter 1, ”Before You Begin” Gives you an overview of this document. Chapter 2, ”Welcome to MetaFrame

Conferencing Manager” Gives you an overview of the software. Chapter 3, ”Planning Your

MetaFrame Conferencing Manager Deployment”

Gives you an overview of system requirements and things to consider before deploying the software.

Chapter 4, ”Deploying MetaFrame

Conferencing Manager” Gives you instructions for installing and configuring the software. Chapter 5, ”Integrating MetaFrame

Conferencing Manager with Microsoft Exchange Server and Outlook”

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Citrix on the World Wide Web

The Citrix home page is at http://www.citrix.com. You can find information and services for customers and users. You can access technical support services and locate more information to assist you with MetaFrame Conferencing Manager and other Citrix solutions.

The following are some of the resources available from the Citrix Web site:

MetaFrame Conferencing Manager home. You can access the main page for MetaFrame Conferencing Manager from http://www.citrix.com/. Visit the site for updates to software and documentation, future feature releases, white papers and product briefs, and information about Citrix partners.

Citrix product documentation library. The library contains the latest documentation for all Citrix products. You can download updated editions of the documentation that ships with Citrix products, as well as supplemental documentation that is available only on the Web site.

Citrix ICA Clients. Downloadable Citrix ICA Clients for all supported platforms are available from http://www.citrix.com/download.

Support options. Program information about Citrix Preferred Support Services options is available from the Support area of the Citrix Web site at

http://www.citrix.com/support.

Software downloads. A Downloads page provides access to the latest service packs, hotfixes, utilities, and product literature for download.

Online knowledgebase. The online Solution Knowledge Base contains an extensive collection of application notes, technical articles with answers to frequently asked questions, troubleshooting tips, and white papers. The Knowledge Base is available at http://www.citrix.com/support.

Discussion forums. The interactive online Solution Forums provide outlets for discussion of technical issues with other Citrix users.

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Contact information. The Web site provides contact information for Citrix offices, including the worldwide headquarters and headquarters for Asia Pacific, European, and Japan operations.

Developer network. The Citrix Developer Network (CDN) is at

http://www.citrix.com/cdn. This open-enrollment membership program provides access to developer toolkits, technical information, and test programs for software and hardware vendors, system integrators, ICA licensees, and corporate IT developers who incorporate Citrix computing solutions into their products.

SDKs. The Citrix Server Software Development Kit (SDK) is available for free from http://www.citrix.com/cdn. Most of the operations you can perform through Citrix GUI tools can be scripted by using the Citrix Server SDK. The SDK also lets programmers customize most aspects of MetaFrame XP.

Document Conventions

The following conventional terms, text formats, and symbols are used throughout the printed documentation:

Convention Meaning

Boldface Commands, names of interface items such as text boxes and option buttons, and text displayed at a command prompt.

Italics Placeholders for information or parameters that you provide. For example, filename

in a procedure means you type the actual name of a file. Italics also are used for new terms and the titles of books.

UPPERCASE Keyboard keys, such as CTRL for the Control key and F2 for the function key that is labeled F2.

Monospace Text displayed in a text file.

%SystemRoot% The Windows system directory, which can be WTSRV, WINNT, WINDOWS, or other name specified when Windows is installed.

{ braces } A series of items, one of which is required in command statements. For example,

{ yes | no} means you must type yes or no. Do not type the braces themselves. [ brackets ] Optional items in command statements. For example, [/ping] means that you can

type /ping with the command. Do not type the brackets themselves.

| (vertical bar) A separator between items in braces or brackets in command statements. For example, { /hold | /release | /delete} means you type /hold or /release or

/delete.

… (ellipsis) You can repeat the previous item or items in command statements. For example,

/route:devicename[,…] means you can type additional devicenames separated by commas.

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Providing Feedback About this Guide

We strive to provide accurate, clear, complete, and usable documentation for Citrix products. If you have any comments, corrections, or suggestions for improving our documentation, we want to hear from you.

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Welcome to MetaFrame

This chapter gives you an overview of MetaFrame Conferencing Manager. The following topics are covered:

• Overview of MetaFrame Conferencing Manager • How a MetaFrame Conference Works

• Overview of MetaFrame Conferencing Manager Components

Overview of MetaFrame Conferencing Manager

MetaFrame Conferencing Manager is a productivity tool that adds collaborative capabilities to the MetaFrame XP Server environment. For the first time, teams can now share application sessions, work together on document editing, and conduct online training regardless of the location of individual team members or the access devices or network connections they are using.

Think of MetaFrame Conferencing Manager as a virtual conference center where users:

• Hold a real-time conference any time the need arises

• Bridge geographic distances that would otherwise prevent them from working together as a team

• Save the time, costs, and inconvenience of travel

Ready accessibility and ease of use make MetaFrame Conferencing Manager a handy tool for effective user collaboration whenever meeting face-to-face is inconvenient, impractical, or even impossible.

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You can leverage any application that is already published in MetaFrame XP for use with MetaFrame Conferencing Manager. You can make any application you plan to publish in the future available for use with MetaFrame Conferencing Manager as well.

Feature Highlights

MetaFrame Conferencing Manager extends your existing investment in MetaFrame XP Server by adding the following powerful features to your MetaFrame XP access infrastructure:

Ability to hold conferences across your network. Use MetaFrame Conferencing Manager to instantly connect with anyone, anywhere on the network and start collaborating any time and over any supported device.

Access to any type of MetaFrame XP published application. Leverage your existing application infrastructure and investment.

Access to any type of information. Open and share any file type supported by your MetaFrame XP published applications.

Seamless integration with Microsoft Outlook and Exchange Server. Use the Microsoft Outlook calendar to check attendee availability, schedule conferences by email, and set conference reminders.

Per-user keyboard and mouse control. Control what attendees can do in a conference. Choose between view-only access and full keyboard and mouse control.

Web Browser. Launch a Web browser with the click of a button.

Whiteboard. Launch a Whiteboard with the click of a button.

Private Messaging. Send a private message any time to anyone in the conference.

Personalized look and feel. Choose from built-in themes to customize the appearance of MetaFrame Conferencing Manager.

Use Cases

Although MetaFrame Conferencing Manager is primarily a productivity tool for network users, users and administrators alike can benefit from it. The following examples illustrate how you can use MetaFrame Conferencing Manager to increase employee productivity.

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• Word processing documents • Spreadsheets

• Presentations

• Sales and legal agreements • Architectural drawings • CAD files

• Engineering designs • Financial statements • Medical histories

• Introducing new software to users. Make MetaFrame Conferencing Manager an integral part of introducing new software to users. After you publish a new application, use MetaFrame Conferencing Manager to instruct users how to use the application.

• Coaching individuals. Use MetaFrame Conferencing Manager to coach individuals with specific software tasks with which they need assistance.

How a MetaFrame Conference Works

MetaFrame Conferencing Manager is not a single application, but consists of several components and services. Two of those components run as published applications on MetaFrame XP servers. In the process of starting a MetaFrame conference, a user connects to both components that run as published applications. As with any published application, when a user connects to MetaFrame

Conferencing Manager to host a conference, a MetaFrame XP server session is created for the user. The user works within the server session and has access to a distinct set of resources within it. Such resources can include, but are not limited to: • Published applications

• Files and folders • Network printers • Mapped drives

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Typical MetaFrame server session is private

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MetaFrame Conferencing Manager server session is shared

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Roles of Users in a MetaFrame Conference

Users’ conference experiences are slightly different depending on their role in a conference. MetaFrame Conferencing Manager discerns between the following user roles:

Conference Organizer

The conference organizer is the person who schedules a MetaFrame conference in advance through Microsoft Outlook.

Conference organizers may or may not choose to participate in a conference they schedule. They can appoint a conference host to start and run the conference in their stead.

Conference Host

The conference host is the person who starts a MetaFrame conference, regardless of who organized it. Thus, a conference host is one of the following:

• A person appointed by the conference organizer to be the conference host • A person who creates and starts an instant conference using MetaFrame

Conferencing Manager’s built-in Create Conference wizard

By granting or denying attendees keyboard and mouse control, the host controls what attendees can do in the conference. For more information about keyboard and mouse control, see “Controlling what Attendees Can Do” on page 17.

Note A MetaFrame conference takes place in the conference session of the conference host. The resources available within the host’s conference session are available to other users.

Conference Attendee

A conference attendee is a person who is invited to join a MetaFrame conference, regardless of whether or not the person is currently present in the conference. At the discretion of the conference host, an attendee may or may not have keyboard and mouse input in the conference. As a result, the attendee may or may not be able to edit files. Without keyboard and mouse access, attendees can only view the conference, not participate in it.

Conference Participant

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Controlling what Attendees Can Do

The conference host has full control over the level of attendees’ access to the conference session. Depending on their level of access, attendees can either only view or fully edit files. The host can give attendees the following levels of access: • Keyboard and Mouse Control

• No Keyboard and Mouse Control • Sole Keyboard and Mouse Control

Keyboard and Mouse Control

This is the access level participants must have to edit files. It is the default access level and applies to all conference participants initially. After starting the

conference, the host can modify access levels on a per-attendee basis. With keyboard and mouse control, participants can:

• Use their keyboard and mouse in the shared area of the conference • Open, edit, and save files in the conference

Note File system-related restrictions on files and folders in the server session of the host also apply in a conference. For example, if a file in the server session of the host is set to read-only, neither the host nor attendees can edit that file.

No Keyboard and Mouse Control

Without keyboard and mouse control, attendees can view, but not actively participate in the conference. They can view files opened by the host, but they cannot open, edit, or save files themselves.

Use this access level for:

• All attendees when you use MetaFrame Conferencing Manager for

demonstration purposes; that is, to make a presentation that does not require attendees’ keyboard and mouse input

• Specific attendees if you do want some but not all attendees to actively participate in the conference

Sole Keyboard and Mouse Control

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As with keyboard and mouse control, an attendee with this access level can: • Use keyboard and mouse in the shared area of the conference

• Open, edit, and save all files in the session context of the host • Add and remove content from the session context of the host

However, this access level is limited to one attendee at a time and prevents all other participants from having keyboard and mouse control at the same time.

Choosing Between Scheduled and Instant Conferences

MetaFrame Conferencing Manager comes with a built-in wizard that allows users to create a conference at a moment’s notice. If you integrate MetaFrame

Conferencing Manager with Microsoft Outlook and Exchange Server, you can leverage Outlook’s email and scheduling capabilities to book conferences in advance.

Instant MetaFrame Conferences

Create an instant conference if there is no time or need to give attendees advance notice. Use MetaFrame Conferencing Manager’s built-in Create Conference wizard to create an instant conference, then call attendees on the telephone and invite them to join.

Scheduled MetaFrame Conferences

Schedule a conference ahead of time if there is sufficient time or a need to give participants advance notice. Use Microsoft Outlook to schedule the conference, invite attendees, and email preview copies of files you want to edit to attendees.

Overview of MetaFrame Conferencing Manager Components

MetaFrame Conferencing Manager consists of the following main components: • MetaFrame Conferencing Manager user interface

• Conference Room component • Conference Organizer service

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MetaFrame Conferencing Manager User Interface

The MetaFrame Conferencing Manager runs as a published application on MetaFrame XP servers. To participate in a conference, users connect to the user interface using their ICA Client or from the logon page to the Web Interface of MetaFrame XP.

MetaFrame Conferencing Manager user interface

The user interface provides users with two key elements of a MetaFrame conference:

• All tools and controls necessary to participate in a conference. These include menu controls, conference and attendee information, and a wizard to create conferences.

• Conference Room. The interactive, shared area of the conference where all user collaboration takes place.

By creating or joining a conference from within the user interface, a user connects to another main component of MetaFrame Conferencing Manager — the

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Conference Room Component

The Conference Room component is an application that provides the actual shadowing session within which users collaborate during a conference. Like the user interface, the Conference Room is a published application that runs on MetaFrame XP servers. Unlike the user interface, however, the Conference Room runs as a hidden application. As a result, it does not visibly appear in a user’s application set. Instead, users connect to this component from within the MetaFrame Conferencing Manager user interface.

MetaFrame Conferencing Manager user interface with ongoing conference

Conference Organizer Service

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Typical deployment of MetaFrame Conferencing Manager in a MetaFrame XP farm:

A Client device D MetaFrame XP server running

Conference Room published application

B MetaFrame XP server running

Conferencing Manager user interface published application

E MetaFrame XP server running Citrix XML Service

C Domain or MetaFrame XP server running Conference Organizer service

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How the main components of MetaFrame Conferencing Manager interact:

Step What happens...

Step1 User (A), using any client device over any connection, connects to MetaFrame Conferencing Manager user interface (B) to participate in a MetaFrame conference. Step 2 User interface (B) queries Conference Organizer service (C) for location of

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Step 3 Conference Room component (D) launches and appears embedded within user interface (B).

Step 4 Conference Organizer service (C) queries Citrix XML Service (E) for published application information for user (A).

Step 5 User (A) requests to launch published application (F) in conference.

Published application (F) appears in Conference Room (D) embedded within user interface (B) on client device (A).

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Planning Your MetaFrame

Conferencing Manager Deployment

This chapter gives you an overview of all aspects to consider before deploying MetaFrame Conferencing Manager. The following topics are covered:

• System Requirements • Planning Your Deployment

System Requirements

MetaFrame Conferencing Manager requires Citrix MetaFrame XP Server for Windows with Service Pack 3 or later. For detailed information about system requirements for MetaFrame XP, see the MetaFrame XP Server Administrator’s Guide.

Integrating MetaFrame Conferencing Manager with Microsoft Exchange Server or Outlook requires Exchange Server 5.5 or Exchange Server 2000 and Outlook 2000 or later.

Planning Your Deployment

Step 1 - Selecting Servers

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If you are deploying the software in a domain, you can install the software on multiple MetaFrame XP servers. Installing multiple instances of the MetaFrame Conferencing Manager user interface and the Conference Room component allows you to gain scalability by load balancing the two components that run as published applications.

To select the servers on which you install the components, consider the following guidelines. In addition to selecting servers for MetaFrame Conferencing Manager, you must also designate two servers that serve as the primary and backup servers for the Citrix XML Service. For information about system requirements, see “System Requirements” on page 25.

Important You must deploy all components on servers that belong to the same domain or to trusted domains.

MetaFrame Conferencing Manager user interface and Conference Room. Both of these components run as published applications on MetaFrame XP servers. In the process of participating in a conference, users connect to both components. If you anticipate or observe high numbers of concurrent connections to these components, you can gain performance improvements by installing and load balancing them on multiple servers.

Conference Organizer Service. The Conference Organizer is a service you can run on any server within a MetaFrame XP server farm or on a server within the same domain as the MetaFrame Conferencing Manager user interface and the

Conference Room component.

Note Only one instance of the Conference Organizer service per server farm is required. Install this component on one server only.

Citrix XML Service. MetaFrame Conferencing Manager utilizes the Citrix XML Service to communicate published application information to clients using HTTP protocol and XML data. The Citrix XML Service is a part of the MetaFrame XP Server infrastructure. It is present on all MetaFrame XP servers in a MetaFrame XP server farm. However, you must configure the Conference Organizer service to contact two particular servers to use as the primary and backup servers for the XML Service.

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Step 2 - Deploying the Latest ICA Clients to Users

Citrix recommends that users use the latest ICA Clients to work with MetaFrame Conferencing Manager. You can download the latest ICA Clients from the Citrix Web site at http://www.citrix.com/download/. For information about deploying ICA Client updates to users, see the MetaFrame XP Server Administrator’s Guide.

Step 3 - Considering Pass-Through Authentication

When using the MetaFrame Conferencing Manager, a user is authenticated on two separate occasions:

• Initially, when connecting to the MetaFrame Conferencing Manager user interface through the ICA Program Neighborhood Client. This authentication is performed by the server that hosts the particular instance of the MetaFrame Conferencing Manager user interface to which the user connects.

• Subsequently, when connecting to the Conference Room component. This happens when the user requests to join a conference from within the MetaFrame Conferencing Manager user interface. This authentication is performed by the server that hosts the particular instance of the Conference Room component to which the user connects.

You can simplify the authentication process for the user by enabling pass-through authentication. When pass-through authentication is enabled, the ICA Client caches a user’s logon credentials and passes them to the server when the user establishes a connection. Thus, user authentication occurs transparently, without an explicit logon prompt.

You can enable pass-through authentication to eliminate either the initial or the subsequent logon prompt, or both. For more information and step-by-step

instructions for enabling pass-through authentication, see “Enabling Pass-Through Authentication” on page 42.

Step 4 - Considering Microsoft Exchange Server and

Outlook Integration

You can integrate MetaFrame Conferencing Manager with Microsoft Exchange Server and Outlook to enable users to:

• Start their Outlook calendar appointments from within MetaFrame Conferencing Manager

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Leveraging email and calendar features of Outlook. Scheduling a MetaFrame conference works just like scheduling any other appointment in Outlook. Users who are familiar with the email and appointment scheduling capabilities of Outlook can book MetaFrame conferences without having to learn a new task.

Reduced scheduling conflicts. You can take advantage of the Outlook calendar to check attendee availability before you start or schedule a MetaFrame conference.

Sending conference agenda and preview items to attendees. Because you use email as the mechanism for inviting people to a MetaFrame conference, you can distribute agenda items and preview copies of files on which you want to work as attachments in your conference invitation.

Scheduling a conference on behalf of another person. At your discretion, attendees can start and host a MetaFrame conference you schedule through Outlook on your behalf. This is convenient if:

• You are not able to attend the conference yourself.

• You schedule a conference on someone else’s behalf. For example, you can schedule a conference for an entire department without having to be present in the conference yourself.

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Deploying MetaFrame

This chapter gives you step-by-step instructions for installing and configuring MetaFrame Conferencing Manager. The following topics are covered: • Installing and Publishing MetaFrame Conferencing Manager • Configuring MetaFrame Conferencing Manager

• Licensing MetaFrame Conferencing Manager • Deploying the Latest ICA Clients to Users

• Ensuring that Published Applications Are Available to Users

For information and step-by-step instructions about integrating the software with Microsoft Outlook and Exchange Server, see Chapter 5, Integrating MetaFrame Conferencing Manager with Microsoft Exchange Server and Outlook.

Overview of Deploying MetaFrame Conferencing Manager

To start using MetaFrame Conferencing Manager, you must deploy at least one instance of each of the three main components:

• MetaFrame Conferencing Manager user interface • Conference Room component

• Conference Organizer service

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If you are deploying the software in a workgroup, install all components on a single server. If you are deploying the software in a domain, you can install the

components on one or more servers. For more information about planning your deployment of MetaFrame Conferencing Manager, see Chapter 3, Planning Your MetaFrame Conferencing Manager Deployment.

Deploying a component of MetaFrame Conferencing Manager consists of the following general tasks:

• Installing the component • Configuring the component

Installing and Publishing MetaFrame Conferencing Manager

You must deploy all components of MetaFrame Conferencing Manager on servers that belong to the same domain or to trusted domains. The procedures for installing all three components are identical.

Important The Conferencing Manager user interface and the Conference Room component are automatically published to MetaFrame XP when you install them. The Conference Room component appears as Citrix Conference Room under the

Applications node in the Management Console for MetaFrame XP. Do not rename

Citrix Conference Room within the Management Console for MetaFrame XP. Doing so renders MetaFrame Conferencing Manager inaccessible to users.

The Conference Organizer service does not have to reside on a MetaFrame XP server. You can deploy this component on a regular domain server or on a

MetaFrame XP server. Only one instance of Conference Organizer per server farm is required. Install this component on one server only.

To install MetaFrame Conferencing Manager, you must be logged on as an administrator of the local machine. To install the MetaFrame Conferencing Manager user interface or the Conference Room component, both of which are automatically published in MetaFrame XP, you must also be logged on as a MetaFrame XP administrator with permission to publish applications.

" To install components of MetaFrame Conferencing Manager

1. Exit all applications.

2. Insert the MetaFrame Conferencing Manager CD-ROM in the CD-ROM drive. If your CD-ROM drive supports Autorun, the Citrix MetaFrame

Conferencing Manager Autorun screen appears.

If your CD-ROM drive does not support Autorun, double-click the file,

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3. Click Install MetaFrame Conferencing Manager.

4. Select the components to install and then follow the on-screen instructions.

Using the Windows Installer Package for MetaFrame

MetaFrame Conferencing Manager Setup is compiled into a Windows Installer package. Windows Installer is a component of the Windows operating system that manages the installation and removal of applications. Windows Installer applies a set of centrally defined setup rules during the installation process that define the configuration of the application.

Windows Installer technology consists of the Windows Installer Service for the Windows operating systems and the package (.msi) file format used to hold information regarding the application setup. You use the Windows Installer Service to modify, repair, or remove an existing application that was installed using Windows Installer technology. Go to Add/Remove Programs in Control Panel to remove or modify Windows Installer packages installed on the system.

You can deploy Windows Installer packages using Installation Manager or Microsoft Active Directory Services or Systems Management Server. For more information about Windows Installer technology and the Windows Installer Service, see the Windows online Help or the Microsoft Web site at

http:// www.microsoft.com.

If you encounter problems when running the Windows Installer package, you can check the Windows Event Viewer for a list of the problems. To open Event Viewer, go to Start > Program Files > Administrative Tools > Event Viewer. Check the Application Log for any entries in the Source column of the type “MSIInstaller.”

Configuring the Windows Installer Package for Silent Installation

“Silent” installation is the process of installing and configuring an application with little to no manual intervention on your part. When performing a silent installation, you do not use the Setup user interface. Instead, you run the installation from a command line, including all configuration parameters.

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You can perform a silent installation of MetaFrame Conferencing Manager to install, configure, and publish the software. To do this, you must run the MetaFrame Conferencing Manager Windows Installer package, CMCM.msi, from a command line and include all required configuration parameters.

Because CMCM.msi contains three components – the MetaFrame Conferencing Manager user interface, the Conference Room component, and the Conference Organizer service – you must specify which components you want to deploy. The following sample command line illustrates a typical silent installation of the MetaFrame Conferencing Manager user interface and of the Conference Room component:

msiexec /I \\my_server\my_folder\CMCM.msi /qb- CMCMCFG_PARS= "/CORGANIZER_SERVER:server_3 /PRIMARY_XML_SERVER:server_1:80 /BACKUP_XML_SERVER:server_2:80 /LICENSETYPE:server_4:nfr" ADDLOCAL=CR,CMCM INSTALLDIR="c:\Program Files\Citrix\CMCM" LOCALUSER=2 CITRIXUSERNAME=my_username PASSWORD=my_password DOMAINNAME=my_domain

TRANSFORMS=\\my_server\my_folder\Transforms\my_transform.mst

Note If you include more than one property, place the entire key=value pair in quotation marks.

" To configure the MetaFrame Conferencing Manager Windows Installer package for silent installation

At a command prompt, type:

msiexec /I <full_path_to>CMCM.msi /<q group option> <Property>...

where

• <full_path_to> marks the absolute path to CMCM.msi.

• <q group option> is a command line option that sets the user interface level. For an outline of supported options, see “Setting User Interface Levels from the Command Line” on page 34.

• <Property> is one or more of the following:

Property Switch Value Description

CMCMCFG_PARS /CORGANIZER_SERVER <server_name> <Server running the Conference Organizer service>.

/PRIMARY_XML_SERVER <server_name>:

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/BACKUP_XML_SERVER <server_name>:

<IP_port> <Backup server for the Citrix XML Service>:<Port number the XML Service is using>. /LICENSETYPE <server_name | * >

:<license type> <Server for which you are setting the license type | Select all servers> <License type you are setting for the selected server>.

ADDLOCAL |

REMOVE CMCM Installs or removes Conferencing Manager user interface. CR Installs or removes

Conference Room component. DOC Installs or removes

Documentation folder. INSTALLDIR <path_to

_installation _folder>

The default installation folder is C:\Program Files\Citrix\ CMCM.

LOCALUSER 1 | 2 1=Use if current credentials are the same as a MetaFrame XP administrator’s (default). 2=Use if current credentials are not the same as a MetaFrame XP administrator’s. If you specify 2, provide CITRIXUSERNAME, PASSWORD, and DOMAINNAME.

CITRIXUSERNAME <user name> Credentials of a MetaFrame XP administrator with permission to publish applications. PASSWORD <password> DOMAINNAME <domain> TRANSFORMS CMCM0407.mst CMCM0409.mst CMCM040a.mst CMCM040c.mst CMCM0411.mst German English French Spanish Japanese

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Setting User Interface Levels from the Command Line

To perform a silent installation of MetaFrame Conferencing Manager, use one of the following command line options to set the level of the user interface. The level of the user interface determines the degree to which you must interact with the silent installation process:

Deploying MetaFrame Conferencing Manager with Installation

Manager

If you use MetaFrame XPe, you can use Installation Manager for MetaFrame XP to deploy applications. Using Installation Manager, you can simultaneously install, configure, and publish the following components of MetaFrame Conferencing Manager on the MetaFrame XP servers of your choice, from a single point, and without manual intervention:

This section describes how to deploy MetaFrame Conferencing Manager with Installation Manager. For more information about using Installation Manager, see the Installation Manager Administrator’s Guide located in the Docs directory on your MetaFrame XP Server CD-ROM.

Option Parameters Description

/q n|b|r|f Sets the level of the user interface. q, qn - No user interface. qb - Basic user interface.

qr - Limited user interface with dialog box informing you when installation is complete.

qf - Complete user interface, including the dialog box described under qr. qn+ - No user interface, except dialog box informing you when installation is complete.

qb+ - Basic user interface with dialog box informing you when installation is complete.

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Steps to Deploy MetaFrame Conferencing Manager with Installation Manager

Deploying MetaFrame Conferencing Manager with Installation Manager involves the following steps, detailed instructions for which are provided below:

Step 1 - Preparing a Network Share Point

Step 2 - Providing MetaFrame XP Administrator Credentials Step 3 - Creating the Installation Manager Package

Step 4 - Configuring the Installation Manager Package Step 5 - Installing the Installation Manager Package

Step 1 - Preparing a Network Share Point

" To prepare the network share point

1. Set up a network share point from which to install the Installation Manager package for MetaFrame Conferencing Manager.

2. Copy the following files from the MetaFrame Conferencing Manager CD-ROM to a single folder on the network share point:

• The Windows Installer package for MetaFrame Conferencing Manager (CMCM.msi)

• The transform file for the language version of MetaFrame Conferencing Manager you want to install

The CMCM.msi file installs the components of MetaFrame Conferencing Manager you specify in Step 3 below. The transform file applies the elements specific to the language version of MetaFrame Conferencing Manager you want to install, such as a user interface in a particular language. The following transform files are located in the Transforms folder of the MetaFrame Conferencing Manager CD-ROM:

Important Both CMCM.msi and the transform file must be located in the same folder of the share point.

Language Transform file name

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Step 2 - Providing MetaFrame XP Administrator Credentials

To create and configure the Installation Manager package for MetaFrame

Conferencing Manager and to install and publish the software, you must be logged on to the Management Console for MetaFrame XP as a MetaFrame XP

administrator.

" To enter your MetaFrame XP administrator credentials

1. Open the Management Console for MetaFrame XP. 2. Expand the farm node.

3. Under the farm node, select Installation Manager.

4. From the Actions menu, select Properties. The Installation Manager Properties dialog box appears.

5. Select Network Account and type your MetaFrame XP administrator credentials.

6. Click OK when you are done.

Step 3 - Creating the Installation Manager Package

An Installation Manager package, in general, combines information about the location on a network share point of the software you want to install and configuration parameters you specify. The Installation Manager package for MetaFrame Conferencing Manager, in particular, combines the information about the location of CMCM.msi and the transform file you copied to your network share point in Step 1 and the configuration parameters you specify in Step 4.

" To create the Installation Manager package

1. In the Management Console for MetaFrame XP, expand the farm node. 2. Under the farm node, expand Installation Manager and then select Packages. 3. From the Actions menu, select Installation Manager Packages and then Add

Package. The Add Package dialog box appears.

4. In the Package Name text box, type the name you want to give the Installation Manager package for MetaFrame Conferencing Manager.

5. In the File text box, type the path to the CMCM.msi file on the network share point you set up in Step 1 or click Browse to navigate to the file. Make sure you include the file name in the path.

6. Click OK. A dialog box appears, asking if you want to add transforms or command line parameters at this time. Click Yes to configure the package now or No to continue later.

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Step 4 - Configuring the Installation Manager Package

To ensure that Installation Manager installs the proper components of MetaFrame Conferencing Manager in the proper language, you must configure the Installation Manager package with a number of properties. Among those are:

ADDLOCAL Because CMCM.msi contains three components — the MetaFrame Conferencing Manager user interface, the Conference Room component, and the Conference Organizer service — you must include this property to specify which components you want to install.

TRANSFORMS Include this property to specify the language version of MetaFrame Conferencing Manager you want to install.

" To configure the Installation Manager package

1. Open the Properties page of the Installation Manager package for MetaFrame Conferencing Manager you created in Step 3.

2. Under MSI Attributes, in the Transforms text box, type the path to the transform file on the network share point you set up in Step 1 or click Add to navigate to the file. Make sure you include the file name in the path.

3. In the Command line options for install text box, type the appropriate configuration parameters. The following sample command line options illustrate a typical deployment of the MetaFrame Conferencing Manager user interface and of the Conference Room component.

CMCMCFG_PARS="/CORGANIZER_SERVER:server_3

/LICENSETYPE:server_4:nfr" ADDLOCAL=CR,CMCM

INSTALLDIR="c:\Program Files\Citrix\CMCM"

Replace all values in <italics> with the values that apply to your configuration. For a comprehensive list of supported command line options, see “To configure the MetaFrame Conferencing Manager Windows Installer package for silent installation” on page 32. For a list of supported options to set the user interface level, see “Setting User Interface Levels from the Command Line” on page 34. 4. In the Command line options for uninstall text box, type:

REMOVELOCAL=CR,CMCM

Replace all values in <italics> with the values that apply to your configuration.

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5. Click OK.

You are now ready to install the Installation Manager package.

Step 5 - Installing the Installation Manager Package

Use the Schedule Install Job wizard of Installation Manager to install the package. Using the wizard, you determine the servers on which to install MetaFrame Conferencing Manager and the time you want the installation to occur.

" To install the Installation Manager package

3. Under the farm node, expand Installation Manager, expand Packages, and then select the Installation Manager package for MetaFrame Conferencing Manager you created and configured in Steps 3 and 4.

4. From the Actions menu, select Installation Manager Packages and then

Install Package. The Schedule Install Job wizard appears.

5. Use the wizard to select the servers on which you want to install the software.

Configuring MetaFrame Conferencing Manager

After you install a component of MetaFrame Conferencing Manager, you must configure it before you can start using it. When you finish installing a component, the MetaFrame Conferencing Manager configuration tool appears. Use the configuration tool to provide the required configuration information for the component you are installing.

The components of MetaFrame Conferencing Manager that run as published applications – the MetaFrame Conferencing Manager user interface and the Conference Room component – are automatically published when you install them. You do not need to manually publish them. They are also preconfigured to be instantly available to the following user groups:

• Group Domain Users for servers that belong to a domain • Group Users for servers that do not belong to a domain

Configuring the Conference Organizer Service

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The Citrix XML Service is a part of the MetaFrame XP Server infrastructure. It communicates published application information to clients using HTTP protocol and XML data. The XML Service is present on all MetaFrame XP servers in the server farm. However, you must configure the Conference Organizer to use a primary server and a backup server for the XML Service.

To reduce network traffic, Citrix recommends that you designate one of the server farm’s data collectors as the primary server for the XML Service.

For more information and step-by-step instructions for configuring the XML Service, see the MetaFrame Conferencing Manager configuration tool online help.

Configuring the MetaFrame Conferencing Manager User

Interface and the Conference Room Component

To configure the MetaFrame Conferencing Manager user interface and the Conference Room component, you must perform the following tasks: • Specifying the Location of the Conference Organizer Service • Assigning Users to MetaFrame Conferencing Manager

• Specifying the Conference Room License Type (Conference Room component only)

For help assigning user accounts and user groups to a published application, see the Management Console for MetaFrame XP online help. For additional information about users and user groups, see the documentation that came with your Windows operating system or the MetaFrame XP Server Administrator’s Guide.

Note Although the Conference Room component runs as a published application, it is hidden from users. As a result, users cannot connect to Conference Room directly. Instead, they connect to it from within the MetaFrame Conferencing Manager user interface.

Specifying the Location of the Conference Organizer Service

You must configure both the MetaFrame Conferencing Manager user interface and the Conference Room component to be aware of the location of the Conference Organizer service. When you finish installing either component, the MetaFrame Conferencing Manager configuration tool appears. Use the Conference Organizer

tab of the configuration tool to provide the required configuration information for the component you are installing.

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Assigning Users to MetaFrame Conferencing Manager

Both the MetaFrame Conferencing Manager user interface and the Conference Room component run as MetaFrame XP published applications and are

automatically published when you install them. To be accessible to users, you must assign the proper user groups to both components. For your convenience, both components are automatically assigned and instantly available to members of the following user groups:

• The Domain Users group is assigned to all instances of both components that are published on servers that belong to a domain.

• The Users group is assigned to all instances of both components that are published on servers that do not belong to a domain.

Give due consideration to these assignments and modify them as appropriate. Use the Management Console for MetaFrame XP to manage user assignments to these published applications. When you install additional instances of either component, the existing user assignments automatically apply to those new instances.

Important Only users whose user accounts are assigned both to the MetaFrame Conferencing Manager user interface and to the Conference Room component can access and use the software. Therefore, if you modify the user assignments, make sure that both published components have identical user assignments.

Before You Modify User Assignments

Before you modify user and user group assignments, be aware of the following interdependencies.

To be able to host a MetaFrame conference using a particular published application, a conference host’s user account must be assigned to all of the following:

• The particular published application to be used in the conference

For example, if you want User A to host a MetaFrame conference using published application B, you must make sure that the MetaFrame Conferencing Manager user interface, the Conference Room component, and published application B have user assignments that include User A’s user account.

Server Type Preconfigured User Group Assignment

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" To modify user and user group assignments

3. Under the farm node, expand Applications.

4. Under Applications, right-click the Citrix Conference Room and select

Properties.

5. In the Citrix Conference Room Properties dialog box, select Users. 6. Use the controls on the Users properties page to add or remove user

assignments as appropriate. 7. Click OK when you are finished.

8. Repeat Steps 4 through 7 for Citrix MetaFrame Conferencing Manager.

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For help assigning user accounts and user groups to a published application, see the Management Console for MetaFrame XP online help. For additional information about users and user groups, see the documentation that came with your Windows operating system or the MetaFrame XP Server Administrator’s Guide.

Specifying the Conference Room License Type

You must configure a valid license type for every server on which you install the Conference Room component. Use the Conference Room Licenses tab of the configuration tool to provide the required configuration information.

You can administer license types remotely; that is, use the configuration tool on one server to view and set the license type for another server.

Setting license types on remote servers. Setting license types remotely involves writing to the remote registry. To do this, you must be logged on as a domain administrator while using the configuration tool.

Viewing license types on remote servers. To view license types for remote servers, you must be a MetaFrame XP administrator. If the domain administrator credentials you provide do not match those of a MetaFrame XP administrator, the

configuration tool prompts you for MetaFrame XP administrator credentials. For more information and step-by-step instructions for specifying the license type for the Conference Room component, see the MetaFrame Conferencing Manager configuration tool online help.

Enabling Pass-Through Authentication

If you decide to enable pass-through authentication for MetaFrame Conferencing Manager, complete the steps in this section. For an overview of pass-through authentication, see “Step 3 - Considering Pass-Through Authentication” on page 27.

Eliminating the Initial Logon Prompt

The initial authentication occurs when the user connects to the MetaFrame Conferencing Manager user interface through the Program Neighborhood Client. You can eliminate the logon prompt for this initial authentication by enabling pass-through authentication for the Program Neighborhood Client on the local client device.

Instruct users to enable pass-through authentication for their Program

Neighborhood Client or enable the feature yourself. For step-by-step instructions for enabling pass-through authentication, see “To enable pass-through

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Eliminating the Subsequent Logon Prompt

The subsequent authentication occurs when the user connects to a particular MetaFrame conference from within the MetaFrame Conferencing Manager user interface. To eliminate the logon prompt for this subsequent authentication, you must enable pass-through authentication for the pass-through Program

Neighborhood Client on the server that hosts the MetaFrame Conferencing Manager user interface.

If you install the MetaFrame Conferencing Manager user interface on more than one server and want to eliminate the subsequent logon prompt for each of them, you must enable pass-through authentication on each such server. For step-by-step instructions for enabling pass-through authentication, see “To enable pass-through authentication for the Program Neighborhood Client” on page 43.

" To enable pass-through authentication for the Program Neighborhood Client

The following step-by-step instructions apply both to the Program Neighborhood Client installed on a local client device and to the pass-through Program

Neighborhood Client published on MetaFrame XP servers. 1. Open the Program Neighborhood Client.

2. On the Program Neighborhood menu bar, select Tools > ICA Settings. 3. In the ICA Settings dialog box, on the General tab, select Pass-Through

Authentication and then click OK. 4. Log off and log on again as prompted.

Licensing MetaFrame Conferencing Manager

To use MetaFrame Conferencing Manager, you must properly license the software. Licensing MetaFrame Conferencing Manager consists of the following tasks: • Installing the License

• Activating the License

• Specifying the Conference Room License Type

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Grace Period for License Activation

After you enter a license serial number, you can use the software during a grace period before you must activate the license.

Refer to the Grace Days column on the License Numbers tab in the Management Console for MetaFrame XP. The numbers in this column tell you the number of days that remain in the grace period. Before the grace period ends, you must activate the license.

Citrix recommends that you use the grace period to thoroughly test your hardware and software configuration. When you are sure your system is set up properly, you can permanently activate your licenses.

Demonstration licenses and evaluation licenses must be activated using the same procedure described above. However, these licenses are valid for a limited period even after activation.

Installing the License

To install the software license, you must use the license serial number from the product packaging and add it to the Management Console for MetaFrame XP.

" To install the license

1. Open the Management Console for MetaFrame XP.

2. From the Actions menu, choose New > License. The Add License dialog box appears.

3. In the Add License dialog box, in the Serial Number text box, type the license serial number.

4. Click OK. A message appears, informing you that the license was added successfully, and asking you if you want to activate your license at this time. 5. Click Yes to activate your license immediately or No to activate it at a later time.

Activating the License

To activate the software license, you must get an activation code from the Citrix Activation System (CAS) Web page and enter it in the Management Console for MetaFrame XP.

" To activate the license

1. Open the Management Console for MetaFrame XP. 2. Expand the server farm node.

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4. In the details pane, on the License Numbers tab, in the Description column, select Citrix MetaFrame Conferencing Manager.

5. From the Actions menu, choose License > Activate. The Activate License

dialog box appears.

6. Click Copy to Clipboard. This copies the MetaFrame Conferencing Manager license number you installed to the clipboard.

7. In a Web browser, log on to the Citrix Activation System (CAS) Web page at http://www.citrix.com/activate/.

8. On the CAS Web page, go to Licenses > Citrix Activation System > Activate Licenses. Paste the license number into the Your License Code text box and then click Continue. CAS now generates and displays your activation code. 9. Copy the activation code to the clipboard.

10. In the Management Console, in the Activate License dialog box, paste the activation code in the Activation Code text box and then click OK.

Specifying the Conference Room License Type

You must configure a valid license type for every server on which you install the Conference Room component. Use the Conference Room Licenses tab of the configuration tool to provide the required configuration information.

For more information and step-by-step instructions for specifying the license type for the Conference Room component, see the MetaFrame Conferencing Manager configuration tool online help.

To open the MetaFrame Conferencing Manager configuration tool, click Start > Programs > Citrix > CMCM Configuration tool.

Deploying the Latest ICA Clients to Users

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Ensuring that Published Applications Are Available to Users

Users must run applications published on MetaFrame XP servers to collaborate in MetaFrame Conferencing Manager. Applications installed locally on client devices are not available from within MetaFrame Conferencing Manager.

To make a published application accessible to users within a conference, the application must have the same user group assignments as MetaFrame

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Integrating MetaFrame

Conferencing Manager with

Microsoft Exchange Server and

Outlook

This chapter gives you instructions for integrating MetaFrame Conferencing Manager with Microsoft Exchange Server and Outlook. The following topics are covered:

• Benefits of Exchange Server and Outlook Integration

• Integrating MetaFrame Conferencing Manager with Exchange Server and Outlook

• Implementing the MetaFrame Conference Form

Overview of Exchange Server and Outlook Integration

You can implement MetaFrame Conferencing Manager by itself or integrate it with Exchange Server and Outlook.

If you implement MetaFrame Conferencing Manager by itself, users create conferences instantly; that is, the moment they want to start collaborating. They use the Create Conference wizard, which takes them through the steps of creating and starting the conference.

If you integrate MetaFrame Conferencing Manager with Exchange Server and Outlook, users can turn any Outlook calendar appointment into a MetaFrame conference. This is convenient because users can collaborate even if traveling to a meeting becomes impossible at the last minute.

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Benefits of Exchange Server and Outlook Integration

Integrating MetaFrame Conferencing Manager with Exchange Server and Outlook gives you the following benefits:

• Making any Outlook appointment a MetaFrame conference • Scheduling conferences ahead of time through Outlook • Setting conference reminders

• Inviting attendees from the Outlook address book • Distributing files through email

• Using the MetaFrame Conference form to schedule conferences

The MetaFrame Conference form is a custom Outlook appointment form that extends the basic functionality of the standard Outlook appointment form. It gives users additional control and convenience when scheduling and joining a

conference. Implementing the form is optional. It it not a requirement for

integrating MetaFrame Conferencing Manager with Exchange Server and Outlook. For more information about the MetaFrame Conference form, see “Benefits of Implementing the MetaFrame Conference Form” on page 49.

Integrating MetaFrame Conferencing Manager with Exchange

Server and Outlook

You can integrate MetaFrame Conferencing with Exchange Server 5.5 or Exchange Server 2000.

To integrate MetaFrame Conferencing Manager with Exchange Server, you must perform the following tasks.

• Configure a Microsoft Exchange Server profile in every user’s Windows NT profile with Logon network security set to NT Password Authentication. • Install Outlook on every MetaFrame XP server on which you install the

MetaFrame Conferencing Manager user interface.

Note To ensure that Outlook integration works in a load balanced environment, Citrix recommends that you enable Roaming profiles if you install Outlook and the MetaFrame Conferencing Manager user interface, CMCM.exe, on more than one server.

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• Install Microsoft’s Collaboration Data Objects (CDO) with Microsoft Outlook. To do this, run the Microsoft Office installer package and select Collaboration Data Objects from the list of features to install.

Microsoft Office installer with Collaboration Data Objects displayed

For more information and instructions for configuring Outlook and Windows NT user profiles, see your Microsoft product documentation.

Implementing the MetaFrame Conference Form

You publish the MetaFrame Conference form in a central repository on the Exchange server. Doing so makes it available to users. Publishing the form on the Exchange server standardizes the way users schedule MetaFrame conferences and reduces administrative overhead. You can find the form in the Outlook folder on the MetaFrame Conferencing Manager CD-ROM.

Benefits of Implementing the MetaFrame Conference

Form

The MetaFrame Conference form offers users the following benefits:

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However, organizers may not always want other people to be able to start their conferences. The MetaFrame Conference form allows organizers to restrict the list of people who can start and host their conference.

For more information about conference organizers, hosts, and attendees, see “Roles of Users in a MetaFrame Conference” on page 16.

Ability to connect to a conference from within the Outlook calendar. You can embed a shortcut to MetaFrame Conferencing Manager in the MetaFrame Conference form. The shortcut appears in every appointment that is scheduled using the form. To connect to a conference, participants simply click the shortcut to open MetaFrame Conferencing Manager. Embedding the shortcut is an optional choice.

When you implement the MetaFrame Conference form in Outlook, a MetaFrame Conference button appears on the Outlook menu bar. To access the form, users simply click the button.

MetaFrame Conference form button on Outlook menu bar

Note Implementing the MetaFrame Conference form requires Outlook 2000 or later.

Using the MetaFrame Conference Form

To schedule appointments, Outlook employs a proprietary file type known as an Outlook form. Outlook uses different forms to schedule different types of appointments.

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Attendee Availability or Scheduling tab. Users use the Attendee Availability tab (Outlook 2000) or the Scheduling tab (Outlook 2002) to view attendees’ Outlook calendar appointments. This tab is a standard feature on Outlook appointment forms.

MetaFrame Conference form, Attendee Availability tab:

Appointment tab. Users use the Appointment tab to enter or view information specific to a conference, such as start time and subject. This tab is also a standard feature on Outlook appointment forms.

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MetaFrame Conference form, Appointment tab with embedded shortcut:

MetaFrame Conferencing Manager tab. Users use the MetaFrame Conferencing Manager tab to specify the names of invitees who have permission to start and host the conference.

MetaFrame Conference form, MetaFrame Conferencing Manager tab: Shortcut to MetaFrame

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Security Warnings with Outlook

Outlook 2002 and Service Packs 2 and 3 for Office 2000 ship with Microsoft’s Outlook Object Model Guard. The security features of the Object Model Guard are designed to protect users from most email viruses and worm viruses that replicate through Outlook.

By default, the Outlook Object Model Guard blocks applications from accessing the Outlook address book and prompts the user to allow access.

As a result, when you integrate MetaFrame Conferencing Manager with Outlook 2000 with Service Packs 2 or 3, or with Outlook 2002, users scheduling a

MetaFrame conference through Outlook are presented with the following security warning:

The warning is triggered when the Outlook add-in of MetaFrame Conferencing Manager, CMCMOL.dll, accesses the Outlook address book. The add-in accesses the address book to identify the conference organizer and to give the organizer special privileges to update the list of hosts on the MetaFrame Conference form. To prevent the warning from appearing on users’ screens, ask your Exchange administrator to make CMCMOL.dll a trusted DLL. For more information and instructions to do this, see the Microsoft support Web site at

http://support.microsoft.com and search for knowledge base article #

327657.

Note to Users of Outlook 2000 with Service Pack 2 or 3 for Office

2000

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Steps to Implementing the MetaFrame Conference Form

Implementing the MetaFrame Conference form involves the following tasks, detailed instructions for which are provided below:

Step 1 - Embedding a Shortcut to MetaFrame Conferencing Manager Step 2 - Publishing the MetaFrame Conference Form

Step 3 - Installing the Outlook Add-In Dynamic Link Library (DLL)

Step 1 - Embedding a Shortcut to MetaFrame Conferencing

Manager

Embedding a shortcut to MetaFrame Conferencing Manager in the MetaFrame Conference form is meant as a convenience for users and is not a requirement for using the form. To embed a shortcut in the form, choose one or both of the following options, depending on how users access published applications in your MetaFrame XP environment:

• An ICA file for MetaFrame Conferencing Manager. This file points to the MetaFrame Conferencing Manager user interface that runs as a published application on one or more MetaFrame XP servers. Choose this option if your users access published applications through application sets that appear in ICA Client software.

• A URL to the logon page of the Web Interface to MetaFrame XP. Choose this option if your users access published applications through the Web Interface for MetaFrame XP.

Note ICA files and URLs to the Web Interface logon page to MetaFrame XP can each point only to a single MetaFrame XP server farm. If you have more than one MetaFrame XP server farm in your enterprise, make sure that the ICA file or the URL to the MetaFrame XP logon page point to the most widely used server farm.

" To embed a shortcut to MetaFrame Conferencing Manager in the form

1. To embed an ICA file in the form:

Create an ICA file for the MetaFrame Conferencing Manager user interface. For instructions to create ICA files, see the MetaFrame XP Server Administrator’s Guide or the Manage