White Paper - XenDesktop Implementation Guide - Pooled Desktop

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Consulting Solutions | WHITE PAPER | Citrix XenDesktop

XenDesktop Implementation Guide

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Page 2

Contents ... 2

Overview ... 4

Initial Architecture ... 5

Installation Guide ... 6

SQL Database ... 7

Pre-requisites – SQL Database ... 7

Citrix Licensing ... 15

Pre-requisites ... 15

Installation - Citrix Licensing 11.9 ... 19

Configuration - Citrix Licensing 11.9 ... 21

Citrix XenDesktop Desktop Controller ... 24

Pre-requisites – XenDesktop Controller... 24

Installation – XenDesktop Controller ... 28

Configuration – Creating a XenDesktop Site ... 33

Citrix Web Interface ... 39

Pre-requisites ... 39

Installation – Citrix Web Interface ... 44

Configuration – Citrix Web Interface ... 47

Citrix Merchandising Server ... 52

Pre-requisites ... 52

Installation – Merchandising Server ... 52

Configuration – Merchandising Server ... 59

Pooled Desktop Image... 65

Creating a Pooled Desktop Image Virtual Machine ... 65

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Citrix User Profile Manager - Client Side Installation ... 71

Citrix User Profile Manager - Server Side Configuration ... 74

Policies ... 80

Configuration – Base Active Directory Policy ... 80

Configuration – Optimized Desktop Policy ... 90

Citrix Access Gateway Enterprise Edition ... 106

Importing NetScaler Appliance ... 106

Installation of Citrix Access Gateway Enterprise Edition ... 108

Creating A Request, Key, and Certificate ... 113

Configuring Citrix Access Gateway Enterprise Edition ... 118

Creating a Web Interface Site for Access Gateway ... 125

Desktop Groups ... 130

Configuration – Desktop Group Creation ... 130

Configuration – Desktop Group Assignment ... 134

Validation Scenarios ... 137

Internal Access Scenario ... 137

External Access Scenario ... 140

Product Versions... 141

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Overview

Citrix XenDesktop is an enterprise solution, which means it can solve almost any unique design

requirement. Because of the flexibility, the implementation can involve significant amount of

coordination across infrastructure teams. As such, this Deployment Guide can help accelerate the

implementation of a fully functioning XenDesktop site providing for a common Enterprise

scenario: local and remote access to pooled desktops supported on XenServer.

While the steps in this guide can lead to a fully functioning XenDesktop environment, the

installation of XenDesktop should not be performed in a production environment without adequate

testing. It is recommended to install in a test lab and conduct thorough systems and user acceptance

testing to determine the best configuration for the environment. Success Accelerator kits are

available at

http://www.citrix.com/successaccelerator/

to help..

This document provides the detailed steps on installing the required components for a fully

functioning XenDesktop environment. This guide assumes that no Citrix products have been

installed and will walk a System Administrator through the steps to bring many Microsoft and Citrix

components online based on the Citrix Consulting recommended configurations. These products

include Citrix XenDesktop 5, Citrix Web Interface, Citrix Access Gateway VPX, Citrix User Profile

Manager, Citrix Licensing Server 11.9, Microsoft SQL Server 2008 R2, and Citrix Merchandising

Server.

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Initial Architecture

The architecture this deployment guide creates is shown in the following figure:

Figure 1: Architecture utilizing using Machine Creation Services

The environment consists of the following:



Remote access provided by Access Gateway VPX



Initial authentication and enumeration operations performed by Web Interface



License monitor and allocation via the Citrix License Server



Desktop management controlled by the redundant XenDesktop controllers



Overall system configuration tracking by SQL Server



Virtual desktop hosting provided by Citrix XenServer

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Installation Guide

In this phase, various components needed to support and ensure a functioning XenDesktop

environment will be configured. These components include:



Installing Microsoft SQL Server 2008 R2



Installing & configuring Citrix Licensing Server 11.9



Installation of Citrix XenDesktop Controllers & configuring a XenDesktop Site.



Installing & configuring Citrix Web Interface



Installing and configuring Citrix Merchandising Server



Creating a Pooled Desktop master image



Installing & configuring server side and client side components of Citrix User Profile

Manager



Configuring Active Directory for Base and Optimized Desktop policies.



Installing & configuring Citrix Access Gateway



Creating Desktop Groups

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SQL Database

Pre-requisites – SQL Database

SQL Server 2008 R2

Prerequisites for SQL Server 2008 R2:

SQL Server 2008 R2 Enterprise can only be installed on the following Microsoft OS Version:

 Windows Server 2003 SP2 64-bit x64 Datacenter

 Windows Server 2003 SP2 64-bit x64 Enterprise

 Windows Server 2003 SP2 64-bit x64 Standard

 Windows Server 2003 R2 SP2 64-bit x64 Datacenter

 Windows Server 2003 R2 SP2 64-bit x64 Enterprise

 Windows Server 2003 R2 SP2 64-bit x64 Standard

 Windows Server 2008 SP2 64-bit x64 Datacenter

 Windows Server 2008 SP2 64-bit x64 Datacenter without Hyper-V

 Windows Server 2008 SP2 64-bit x64 Enterprise,

 Windows Server 2008 SP2 64-bit x64 Enterprise without Hyper-V

 Windows Server 2008 SP2 64-bit x64 Standard

 Windows Server 2008 SP2 64-bit x64 Standard without Hyper-V

 Windows Server 2008 SP2 64-bit x64 Web

 Windows 2008 R2 64-bit x64 Datacenter

 Windows 2008 R2 64-bit x64 Enterprise

 Windows 2008 R2 64-bit x64 Standard

 Windows 2008 R2 64-bit x64 Web

 Windows Server 2008 R2 x64 for Windows Essential Server Solutions

Additionally, SQL Server Setup installs the following software components required by the product::

 .NET Framework 3.5 SP11

 SQL Server Native Client

 SQL Server Setup support files

For the purposes of this installation guide, it is assumed that Server 2008 R2 Enterprise will be the OS for the SQL 2008 R2 Database for XenDesktop

Appropriate usernames and passwords required to run SQL Database services should be provisioned prior to SQL Server 2008 R2 installation.

Screenshot

Description

1

 Connect and authenticate to the server selected to run SQL 2008 R2 for XenDesktop

**NOTE**

If service accounts are being used to install SQL Server 2008 R2, ensure that this account possesses elevated privileges. Consult with Active Directory

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SQL Server 2008 R2

2

 Navigate to the path where the installation media or files for Microsoft SQL Server 2008 R2 are located.

 Launch the installer by double-clicking the setup file.

3

 In SQL Server Installation Center, select the

Installation option

 Start SQL Server 2008 installation by clicking

New Installation or add features to an existing installation

4

 Review Support Rules for accuracy

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SQL Server 2008 R2

5

 Select the radio button appropriate to this installation of SQL Server 2008.

 Provide a valid Product Key in the appropriate

field

 Click Next to proceed with installation

6

 Review the entire contents of the License Terms.

 Select the checkbox marked I accept the

license terms

 Click Next to proceed with installation

7

 Review the details of the Setup Support Files screen.

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SQL Server 2008 R2

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 Allow the installation of Support Files to proceed to completion.

9

 Review the installation summary and validate that no errors have occurred during the installation of Support Roles.

 Click Next to proceed with Role setup installation

10

 Select the appropriate radio button for SQL Server Feature Installation.

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SQL Server 2008 R2

11

 In the Feature Selection list, select the required features for this SQL Server 2008 installation by checking the boxes of the required items. Required minimum features that should be checked are:

Database Engine Services

***NOTE***

Features installed will vary widely depending on the enterprise. Consult with a SQL Server Administrator to ensure that the appropriate selections are made for this specific installation.

 Click Next to proceed with installation 12

 Allow the feature installation to proceed to completion. A completion summary screen will be presented once installation is complete.

 Review the installation summary for errors.

 If there are no errors presented in the summary screen, click Next to proceed to Instance Configuration.

13

 On the Instance Configuration screen, select

the Default Instance for this installation of

SQL Server 2008.

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SQL Server 2008 R2

14

 Validate that the server SQL Server 2008 is being installed to will have enough disk space to complete the installation.

 Click Next to continue

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 On the Server Configuration pane, provide appropriate usernames and password for the various SQL Server services.

***NOTE***

Service account names will vary widely depending on the enterprise. Consult with a SQL Server Administrator to ensure that the appropriate credentials are provided for this specific installation of SQL Server 2008

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 On the Database Engine Configuration pane, select the appropriate Authentication Mode for this SQL Server Installation. .

***NOTE***

Authentication Modes will vary depending on the enterprise. Consult with a SQL Server Administrator to ensure that the appropriate credentials are provided for this specific installation of SQL Server 2008

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SQL Server 2008 R2

17

 Review the Error Reporting Pane summary and mark the check box to report errors to Microsoft if it complies with enterprise security policies.

18

 Review the Installation Configuration file summary screen presented.

 If no errors are presented, click Next to continue

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 Review the overall Installation Configuration summary.

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SQL Server 2008 R2

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 Allow the installation of all files by the setup wizard. Monitor for any errors that may be presented during the installation.

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 Review the completion screen for any warnings or errors.

 If no warnings or errors are presented, click

Close to exit from the SQL Server 2008

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Citrix Licensing

Pre-requisites

Citrix Licensing Prerequisites

Prerequisites for Licensing Server 11.9: Software System Requirements

Citrix License Server can be installed on servers running the following Microsoft operating systems. Citrix recommends that the latest Microsoft Service Pack and updates be installed.

•Windows Server 2003 Family •Windows Server 2008 Family •Windows Server 2008 R2 Family •Windows 7, 32-bit and 64-bit editions

The License Administration Console manages the license server on the computer on which it is installed. It cannot manage remote license servers. License Administration Console requires a supported Web Browser and .NET Framework

Supported Browsers:

•Internet Explorer Version 6.0 through 8.0 •Mozilla Firefox Version 3.x

Microsoft .NET Framework Requirements Microsoft .NET Framework 3.5 is required.

For the purposes of this installation guide, it is assumed that Server 2008 R2 is the host for the Licensing Server and License Administrative console. The guide will include guidance on installing a compatible version of Microsoft .NET Framework.

Screenshot

Description

1

 Connect and authenticate to the server selected to run Citrix Licensing Server.

**NOTE**

If using a service account to install Citrix Licensing 11.9, ensure that the user account has elevated privileges. Consult with Active Directory Administrators to ensure compliance with specific enterprise account standards.

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Citrix Licensing Prerequisites

2

 Launch Server Manager from the Start Menu. The path to Server Manager is

Start > Administrative Tools > Server Manager

3

 In the left hand navigation pane, select the

Features node in the selection tree.

 Click Add Features in the Features Summary area.

4

 From the Features List, select .NET

Framework 3.5.1 Features in order to begin

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Citrix Licensing Prerequisites

5

 Agree to the prompt to add role services required for .NET Framework 3.5.1. Features by clicking Add Required Role Services

 Hit Next to proceed with the installation ***NOTE***

The Web Server (IIS) Role will be installed as art of .NET Framework 3.5.1 feature installation. Consult with Web Administrator and Security teams to ensure compliance with enterprise requirements

6

 Hit Next at the Web Server (IIS) information pane

7

 Ensure that .NET Extensability & Request

Filtering are selected in the Role Services

selection tree.

 Click Next to proceed with the Web Server (IIS) Role installation.

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Citrix Licensing Prerequisites

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 Review the installation summary screen for accuracy. Ensure that all values are correct for the installation being performed.

 Confirm selections by clicking Install.

9

 Allow the installation wizard to proceed to completion. Review for any errors that may be presented.

10

 Once the installation wizard has completed, validate that the installation completed without errors.

 If successful, click Close to complete the installation of .NET 3.5.1

 Exit from Server Manager and return to the system. It is now possible to proceed with the installation of Citrix Licensing 11.9

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Installation - Citrix Licensing 11.9

Installing Citrix License Server 11.9

Screenshot

Description

1

 Connect and authenticate to the server selected to run Citrix Licensing.

**NOTE**

If using a service account to install Citrix Licensing Server 11.9, ensure that the user account has elevated privileges. Consult with Active Directory Administrators to ensure compliance with specific enterprise account standards.

2

 Locate the Licensing Server 11.9 installation media and launch by selecting CTX_Licensing

***NOTE***

If the installation files cannot be located, Citrix Licensing can be obtained from

http://download.citrix.com. Use MyCitrix credentials to log in and obtain the required software.

3

 Read the Citrix Licensing License Agreement

 Select the checkbox marked I accept the terms in the License Agreement

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Installing Citrix License Server 11.9

Screenshot

Description

4

 Specify the path to install Citrix Licensing 11.9.

***NOTE***

The default installation path will be:

C:\Program Files (x86)\Citrix\

This path should be used for the majority of installations. Change this value only if there is relevant reason to do so.

5

 Allow the installation to proceed to completion

6

 Once the installer has completed, click Finish to launch the License Server Configuration Tool

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Installing Citrix License Server 11.9

Screenshot

Description

7

 In the License Server Configuration Tool, validate that the proper ports are specified for Citrix Licensing Server 11.9.

 Set a password for the License Administration Console. Ensure that this password is secure and is known to Citrix Administrators responsible for licensing .

 Click OK to complete License Server Configuration.

**NOTE**

If Windows Firewall is enabled on this server, ensure that appropriate inbound rules are configured to allow communication on default Citrix Licensing Ports 27000, 7279, and 8082. If alternative ports are selected for either License Server, Vendor Daemon, or the Management Console, ensure that Windows Firewall allows for those ports instead.

Configuration - Citrix Licensing 11.9

Configuring Citrix License Server 11.9

Screenshot

Description

1

 Connect and authenticate to the server selected to run Citrix Licensing Server 11.9

**NOTE**

If using a service account to install Citrix Licensing 11.9, ensure that the account has elevated privileges. Consult with Active Directory Administrators to ensure compliance with specific enterprise account standards.

2

 Launch the License Administration Console from the Start Menu.

The default path should for License Administration Console will be:

Start > All Programs > Citrix > Management Consoles > License Administration Console

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Configuring Citrix License Server 11.9

Screenshot

Description

3

 Navigate to the Administration link on the

top-right corner of the License Administration

Console.

4

 Provide administrative credentials to authenticate. The default username will be

admin and the password will be what was

established in Installation – Citrix Licensing 11.9 Step 7

5

 Once successfully authenticated, navigate to the Vendor Daemon Configuration tab on the left-hand side of the License Administration Console

 Select Import License to being the process of importing the license file.

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Configuring Citrix License Server 11.9

Screenshot

Description

6

 Click Browse and use the file browser to navigate to where license files are located.

 Select the appropriate license file and click

Open

 Click Import License to begin the process of importing the license into the Licensing Server

7

 If the license import is successful, a confirmation message will be presented..

 Click OK to proceed. Configuration of Citrix Licensing Server 11.9 is now complete

 Exit the License Administration Console by clicking the “X” in the upper right hand corner of the console window.

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Citrix XenDesktop Desktop Controller

Pre-requisites – XenDesktop Controller

Desktop Controller Pre-requisites

The requirements for installing XenDesktop Controllers include the Controller software, a database, Desktop Studio, Desktop Director & Active Directory accounts. Active Directory & SQL Databse account validations have already been performed as part of Section 1 – Environment Validation. This section will focus on prerequisites for installing XenDesktop Controller software, Desktop Studio, and Desktop Director.

XenDesktop Controllers must be installed on one of the following operating systems:

•Microsoft Windows Server 2008, Standard or Enterprise Edition, with Service Pack 2 installed (32- and 64-bit) •Microsoft Windows Server 2008 R2, Standard or Enterprise Edition (64-bit only)

Disk space requirements:

•100 MB for the Controller and SDKs •50 MB for Desktop Studio

•50 MB for Desktop Director

This scenario will be performed on Windows Server 2008 R2 Enterprise with Controller & SDK installation, Desktop Studio on all Controllers, & Desktop Director installed on one Controller.

Microsoft .NET Framework, Version 3.5, with Service Pack 1 is required to be installed on the operating system.

If Microsoft .NET Framework Version 3.5 is not installed on this server, it is installed automatically by XenDesktop. The XenDesktop installation media will also contain this installer in the Support\DotNet35 folder.

Microsoft Internet Information Services (IIS) and ASP.NET 2.0. IIS are required for Desktop Director. Therefore, it will only be installed on the first Controller in this scenario.

•For Windows Server 2008, Microsoft IIS Version 7.0. •For Windows Server 2008 R2, Microsoft IIS Version 7.5.

As Desktop Director will be installed on a Desktop Controller, this guide will be outlining the addition of IIS Version 7.5 with the appropriate roles.

Other components may be required depending on variations to the enterprise system environment. Refer to Citrix eDocs for XenDesktop 5 Controllers to gather specifics on

•Microsoft Visual J# 2.0 Redistributable Package, Second Edition. •Microsoft Visual C++ 2008 with Service Pack 1 Redistributable Package. •Microsoft Windows PowerShell version 2.0.

•Internet Explorer 7.0 or later.

Screenshot

Description

1  Connect and authenticate to the server

selected to run the Desktop Controller.

**NOTE**

If using a service account to install the Desktop Controller, ensure that the user account has elevated privileges. Consult with Active Directory Administrators to ensure compliance with specific enterprise account standards.

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Desktop Controller Pre-requisites

2  Launch Server Manager from the Start Menu.

The path to Server Manager is Start >

Administrative Tools > Server Manager

3  Select the Roles tree node in the left hand

navigation pane.

 Click Add Role

4

 Agree to the Introductory Screen for the Add Roles Wizard by clicking Next

 Select Web Server role from the checkboxes available

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Desktop Controller Pre-requisites

5

 Agree to the screen that introduces IIS by selecting Next

6

 Ensure that all appropriate checkboxes are selected. Many of these will be selected by default. Checkboxes include:

Web Server > Common HTTP Features > > Static Content

> Default Document > Directory Browsing > HTTP Errors

Web Server > Application Development > > ASP.NET

> .NET Extensibility > ISAPI Extensions > ISAPI Filterss

Web Server > Health and Diagnostics > > HTTP Logging

> .Request Monitor

Web Server > IIS Management Console

7

 Confirm installation selections by selecting

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Desktop Controller Pre-requisites

8

9

 Validate that the installation completed

 If successful, click Close to complete the installation the IIS Server Role.

 Close out Server Manager and return the system. It is now possible to to the installation of Desktop Controller(s)

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Installation – XenDesktop Controller

Installing a XenDesktop Controller

Screenshot

Description

1  Staying on the server selected to be the

Desktop Controller, navigate to the location of the XenDesktop Installer Media and launch via AutoPlay

 Run AutoSelect.exe

2

 Select Install XenDesktop

**NOTE**

3

 Read the entire Licensing Agreement.

 Select the checkbox for I accept the terms

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Installing a XenDesktop Controller

Screenshot

Description

4 **NOTE**

In this scenario for XenDesktop, web access will be provided via a Web Interface installed on separate server. Also, a separate SQL 2008 R2 database will be used. Lastly, a dedicated License Server has already been installed and will not be needed as part of the Controller installation.

 Select the appropriate components for installation. This should include: > XenDesktop Controller

> Desktop Studio > Desktop Director

 Uncheck the selections for Web Access,

License Server, and Install SQL Server Express. These components are installed separately.

 Click Next to continue 5

 Allow the installation summary to generate.

 Validate that all appropriate components are included in the summary area and click Install.

6

 Uncheck Configure XenDesktop after closing and click Close.

 Close out the remote connection to the first XenDesktop Controller.

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Installing a XenDesktop Controller

Screenshot

Description

7

 Connect to the server that is designated as another XenDesktop controller.

8

 Navigate to the location of the XenDesktop Installer Media and launch via AutoPlay

 Run AutoSelect.exe

9

 Select Install XenDesktop

**NOTE**

 If using a service account to install the Desktop Controller, ensure that the user account has elevated privileges. Consult with Active Directory Administrator to ensure compliance with specific enterprise account standards.

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Installing a XenDesktop Controller

Screenshot

Description

10

 Read the entire Licensing Agreement.

 Select the checkbox for I accept the terms

and conditions and select Next to continue.

11

**NOTE**

In this scenario for XenDesktop, web access will be provided via a Web Interface installed on separate server. Also, a separate SQL 2008 R2 database will be used. Lastly, a dedicated License Server has already been installed and will not be needed as part of the Controller installation.

Furthemrore, Desktop Director will not be required as it is already available on the first Controller. Therefore, unselect it.

 Select the appropriate components for installation. This should include: > XenDesktop Controller

> Desktop Studio

 Uncheck the selections for Web Access,

Desktop Director, License Server, and Install SQL Server Express. These components are installed separately.

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Installing a XenDesktop Controller

Screenshot

Description

12

**NOTE**

As Desktop Director is not installed on the second Controller and the IIS role is not required, a firewall exception may be needed for Port 80 to accommodate incoming Broker requests. Coordinate with Network Security Administrators to ensure appropriate firewall considerations are taken into account for any specific enterprise configuration.

 Check the box marked Enbale these ports to allow Port 80 to be used for Broker connections to this Controller.

 Click Next to continue the installation

13

 Allow the installation summary to generate.

 Validate that all appropriate components are included in the summary area and click Install.

 Allow the Setup Wizard to complete the installation. Once complete, a final summary will be presented.

 Validate that all appropriate components were installed properly.

 If proceeding directly to the next section (Configuration – Creating a XenDesktop Site), then click Close.

 Otherwise, uncheck the box marked Configure XenDesktop after closing and click Close.

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Configuration – Creating a XenDesktop Site

Creating a XenDesktop Site

Screenshot

Description

1

 Connect and authenticate to the server selected to run the Desktop Controller.

**NOTE**

2

 Launch Desktop Studio from the Start Menu. Desktop Studio should appear under:

Start > All Programs > Citrix > Desktop Studio

3

 From Desktop Studio, select Desktop Deployment in the center pane of the Snap-In.

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Creating a XenDesktop Site

Screenshot

Description

4

 Name the XenDesktop Site per enterprise standards.

 In Database Configuration, enter the name of the SQL 2008 server installed earlier.

 Enter the name of the Database in the Database

Name field. For the purposes of this scenario,

leave in the prepopulated default Database name to have the wizard create the database. ***NOTE***

To validate connectivity to the SQL Server, use the

Test Connection button. This test will likely

generate an error as the Database for XenDesktop has not yet been created. However, connectivity to the SQL Database will be validated successfully. It is possible to create a Database prior to installing a XenDesktop site, however this step is beyond the scope of this Implementation Guide.

 Click Next to continue 5

 Provide Citrix License server information (installed earlier) and click Connect

 The wizard will present the license types available on the licensing server. Select the appropriate one for this installation and click Next

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Creating a XenDesktop Site

Screenshot

Description

6

 Configure the Host hypervisor per specific enterprise standards.

 Ensure that a Host Address preceeded by http,

Username, & Password are provided.

 Name the Host connection

 Select Use XenDesktop to create virtual

machines

7

 Specify the resources that will be utilized by the Virtual Machines in this installation.

 Click Add to configure where to store virtual machines.

 Provide a Name for the storage details.

 Select the storage type. For this scenario, an iSCSI mount will be utilized.

 Select a guest network for the virtual machines.

8

 Validate the settings for VM resources

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Creating a XenDesktop Site

Screenshot

Description

9

 Review the installation Summary for accuracy.

 Click Finish to continue

 Close out the remote connection to the first XenDesktop Controller.

10

 Connect and authenticate to the server selected to be the second XenDesktop Controller.

**NOTE**

11

 Launch Desktop Studio from the Start Menu. Desktop Studio should appear under:

Start > All Programs > Citrix > Desktop Studio

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Creating a XenDesktop Site

Screenshot

Description

12

 From Desktop Studio, select Join existing

deployment in the center pane of the Snap-In.

13

 In the Select XenDesktop Site dialog box, specify the address of the first controller. Specify either an IP address or Fully Qualified Domain Name (FQDN).

 Click Ok to continue

14

 A pop-up asking whether to allow XenDeskto to update the database automatically will be presented.

 Click Yes to continue

15

 Allow XenDesktop to configure the Site and add the second controller. A progress bar will be presented until completion.

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Creating a XenDesktop Site

Screenshot

Description

16

 Upon successful completion of adding a second controller to the XenDesktop Site, Desktop Studio will return to the Site Dashboard. Settings and information regarding this XenDesktop site will be presented and available for Administration.

 Configuring the XenDesktop site is now complete. Exit from Desktop Studio and logout from the second controller.

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Citrix Web Interface

Pre-requisites

Web Interface Pre-requisites

Screenshot

Description

1

 Connect and authenticate to the server selected to run Citrix Web Interface

**NOTE**

If using a service account to install Citrix Web Interface, ensure that the user account has elevated privileges. Consult with Active Directory Administrator to ensure compliance with specific enterprise account standards.

2  Launch Server Manager from the Start Menu.

The path to Server Manager is Start >

Administrative Tools > Server Manager

3  Select the Roles tree node in the left hand

navigation pane.

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Web Interface Pre-requisites

Screenshot

Description

4

 Agree to the Introductory Screen for the Add Roles Wizard by clicking Next

 Select Web Server role from the checkboxes available

5

 Agree to the screen that introduces IIS by selecting

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Web Interface Pre-requisites

Screenshot

Description

6 Ensure that all appropriate checkboxes are

selected. Many of these will be selected by default. Checkboxes include:

Web Server > Common HTTP Features > > Static Content

> Default Document > Directory Browsing > HTTP Errors

Web Server > Application Development > > ASP.NET

> .NET Extensibility > ISAPI Extensions > ISAPI Filterss

Web Server > Health and Diagnostics > > HTTP Logging

> .Request Monitor

Web Server > Management Tools > > IIS Management Console

Web Server > Management Tools > IIS Management Compatibility

> IIS 6 Metabase Compatibility

7

 Confirm the installation selections by selecting

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Web Interface Pre-requisites

Screenshot

Description

8

9

 Validate that the installation completed

 If successful, click Close to complete the installation the IIS Server Role.

 Close out Server Manager and return to the system. It is now possible to proceed with the installation of secondary components required for Web Interface

10

 Once Web Server role, navigate to the directory containing Microsoft Visual J# .NET 2.0. The installer is available in the Support folder of XenDesktop 5 media

 Double click the installer file. For 64-bit systems, the installer will be vjredist64.exe

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Web Interface Pre-requisites

Screenshot

Description

11

 The installation wizard will launch.

 Read the overview and click Next to continue

12

 Read the entire End-User License Agreement

 Check the box marked I accept the terms of the License Agreement

 Click Install to proceed

13

 Allow the wizard to install files related to the software

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Web Interface Pre-requisites

Screenshot

Description

14

 Once the installer is completed, a Setup Complete summary screen will be presented

 Click Finish to complete the installation

Installation – Citrix Web Interface

Citrix Web Interface Installation

Screenshot

Description

1

 Navigate to the path where the Web Interface software is available.

The latest version of Web Interface is available on http://download.citrix.com

 Double-click the installer package to begin the setup process

**NOTE**

If using a service account to install Citrix Web Interface, ensure that the user account has elevated privileges. Consult with Active Directory

Administrators to ensure compliance with specific enterprise account standards.

2

 Select the language for the Web Interface installation.

 For the purposes of this scenario, select

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Citrix Web Interface Installation

Screenshot

Description

3

 The installer will present a welcome screen. Read the entirey of the welcome screen text and click Next to continue

4

 Read the entire Citrix License Agreement

 Select the radio button marked I accept the

license agreement and click Next

5

 Choose the filesystem path to install Citrix Web Interface.

The default installation path will be:

C:\Program Files (x86)\Citrix\Web Interface

 Once the installation path has been specified, click Next to continue

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Page 46

Citrix Web Interface Installation

Screenshot

Description

6

 Decide whether Citrix Clients will be installed as part of Web Interface setup.

 As this scenario will be utilizing Merchandising Server, select the radio button marked Skip

this step and click Next to continue the

installation

7

 Read the summary screen and click Next to begin the setup file installation

8

 The setup program will begin migrating files to the server. Allow the setup to complete.

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Citrix Web Interface Installation

Screenshot

Description

9

 Upon successful installation of Web Interface components, review the summary page.

 Ensure that the checkbox marked Start

creating sites now is checked.

 Click Finish to complete the installation of Web Interface.

Configuration – Citrix Web Interface

Citrix Web Interface Configuration

Screenshot

Description

1

 In the Web Interface Management Snap-In,

right-click XenApp Web Site and select Create Site

***NOTE***

Web Interface Management can be found by navigating to:

Start -> All Programs -> Citrix -> Citrix Web Interface Management

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Page 48

Citrix Web Interface Configuration

Screenshot

Description

2

 In the Create Site dialog, specify information to label the site

 For the purposes of this scenario, the site Path has been made to be /Citrix/XenDesktop and the Name to be XenDesktop

***NOTE***

Confer with the Web Administration team on whether the enterprise requires Web Interface to be the default IIS Site. If this is a shared web server, this may not be advisable.

3

 Select the Point of Authentication.

 For the purposes of this scenario, the Point of Authentication will be At Web Interface. ***NOTE***

Confer with the Web Administration and Security teams to determine this setting. Point of Authentication can vary widely based on enterprise security requirements

4

 Review the installation summary for accuracy.

 If all settings are validated click Next to begin configuration of this XenApp Web Site.

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Citrix Web Interface Configuration

Screenshot

Description

5

 Allow the setup wizard to complete installation of the Web Interface Web Site.

 Once the setup wizard has completed, a site summary box will be presented.

 Ensure that the checkbox marked Configure

the site now is checked and click Next to

continue

6

 The Farm Setup dialog box will be launched. Specify a Farm Name

 In the Servers area, click Add

 Specify the XenDesktop Controller address in the field marked server name. Either the fully qualified domain name (FQDN) or the IP address of the Controller can be specified.

 Click OK to add the Server to the Farm

 Repeat this step for all of XenDesktop Controllers in the enterprise configuration.

7

 Once all Servers in the XenDesktop Site have been added, click Next to continue

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Citrix Web Interface Configuration

Screenshot

Description

8

 Configure the Authentication Method appropriate for the enterprise. ***NOTE***

Authentication Methods vary widely depending on enterprise security needs. Consult with Security Administrators to choose the model most appropriate for this installation. For the purposes of this scenario, Explicit

authentication should be chosen.

9

 Configure the Domain Restrictions ***NOTE***

Domain Restriction settings depend on enterprise security needs. Consult with Security Administrators to choose the model most appropriate. For the purposes of this scenario, Allow any domains will be chosen.

10

 Choose the most appropriate Logon Screen appearance. For the purposes of this scenario, choose Minimal

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Citrix Web Interface Configuration

Screenshot

Description

11

 Specify the Published Resource type. As the XenDesktop environment is Pooled Random, the most appropriate Resource Type will be

Online.

 Click Next to continue.

12

 Review the Initial Configuration summary for accuracy.

 Click Finish to complete the installation of XenDesktop Web Interface site.

 Upon successful configuration, exit from Web Interface management Snap-In

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Page 52

Citrix Merchandising Server

Pre-requisites

Merchandising Server Pre-requisites

Screenshot

Description

Prerequisites Merchandising Server:

Merchandising Server virtual appliance software. Download the Merchandising Server virtual appliance from the Citrix support site. It is one of the downloads available under the Citrix Receiver product group.

Citrix XenServerTM 5.x with 8 GB of available disk space and 1 GB available RAM A Workstation running XenCenter in order to import the virtual image.

Active Directory 2003 Service Pack 2 and above. The corporate directory must be accessible through Active Directory. One of the following browser versions is required to use the Citrix Merchandising Server Administrator Console: •Internet Explorer 7

•Internet Explorer 8 •Firefox version 3.x

Installation – Merchandising Server

Merchandising Server Pre-requisites

Screenshot

Description

1

 Launch XenCenter and connect to an environment that Merchandising Server will be hosted.

 Click File and then Import to begin the procedure to import the Merchandising Server 2.1 virtual appliance.

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Merchandising Server Pre-requisites

Screenshot

Description

2

 On the Import Source, navigate to where the Merchandising Server appliance file has been downloaded.

 Select the file and click Open

3

 Select a server that will be the home server for the imported appliance.

4

 Select a storage repository where the Merchandising Server virtual disk will be kept.

 Once the storage repository has been selected, click Import to proceed.

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Merchandising Server Pre-requisites

Screenshot

Description

5

 Configure the virtual network interfaces for the new VM as required by the enterprise network topology.

6

 On the Complete the import screen, ensure that Start VM after import is checked

 Click Finish to begin the virtual appliance import process.

7

 Monitor the progress of the VM import by click to the Logs tab in XenCenter

 Once the import process has completed, exit from XenCenter

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Merchandising Server Pre-requisites

Screenshot

Description

8

 Once the import process has completed, navigate to the Console tab for the Merchandising Server VM in XenCenter.

9

 Use text input to configure the Merchandising Server per enterprise requirements

 Ensure that the network configuration (IP address, gateway, DNS) settings are correct

 The Merchandising Server will reboot after configuration. It will also require a change to the default root password prior to reboot.

 Allow the Merchandising Server to reboot fully

10

 Using a web browser, navigate to the Merchandising Server configuration website. The URL should be as follows:

https://[server_IP_address]/appliance

 Log in username set to root and password

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Page 56

Merchandising Server Pre-requisites

Screenshot

Description

11

 Upon successful login, the main setup screen will be presented.

 Select Configure Active Directory to begin configuring Merchandising Server.

12

 Enter the appropriate settings for Active Directory environment in the fields provided. Source Name: An identifier for this

connection Server Address: Provide the IP

address for the AD Domain Controller

Server Port: Typically this is 389

BIND DN: Provide the LDAP

string for the account used to connect to Active Directory

Base DN: Provide the LDAP

string for the Domain

Server Sync Select the timeframe for AD Synch

Schedule

 Click Save and Synch to finalize settings for Active Directory integration with

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Merchandising Server Pre-requisites

Screenshot

Description

13

 Click the Permissions field to configure access rights to Merchandising Server

14

 Enter an account that will have

Administrative privileges in Merchandising Server in the search box.

 Click Search to locate the account in Active Directory.

15

 Once the account desired has been located, select the radio button and click Edit

 Grant the appropriate role merchandising Server. In this scenario, grant

Administrator

 Once the account is configured, exit from the screen by clicking the x in the upper right corner of the window

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Page 58

Merchandising Server Pre-requisites

Screenshot

Description

16

 Log off of the Merchandising Server by clicking Log off in the upper right hand corner of the window.

17

 Enter the administrative account credentials are provided in the User Name and

Password field. Validate that this account

exists and is active in the Active Directory Domain prior to this stage.

18

 Allow the Administrator Console in Merchandising Server to load.

 Validate that all desired and required console functions are available.

 Once validation is complete, proceed to configuring Merchandising Server.

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Configuration – Merchandising Server

Configuring Merchandising Server

Screenshot

Description

19

 In the Administrator Console for Merchandising Server, click the Get New hyperlink under Plug-ins

20

 Select the radio button of the Plug-in(s) appropriate for this installation of Merchandising Server and XenDesktop.

For the purposes of this Implementation Guide, the Citrix Online Plug-in and Citrix Receiver are to be selected.

 Click Download to Server

NOTE

An active internet connection must be available

and for Merchandising Server to be able to

download and import the appropriate plug-ins.

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Page 60

Configuring Merchandising Server

Screenshot

Description

21

 Acknowledge the warning regarding extended download times by clicking Confirm.

 Allow the selected Plug-Ins to download to the Merchandising Server.

22

 Once the requested Plug-Ins have downloaded, click Close to complete.

23

 From the Merchandising Server Administration Console, navigate to:

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Configuring Merchandising Server

Screenshot

Description

24

 Populate the required data for the creation of a delivery rule. Provide a:

Name Description

Field (this is used as a criteria for enforcing a rule) Value (this is used as validation criteria for a rule)

 Once all required fields have been populated, click

Save

25

 Validate that the delivery rule has been saved.

If successfully saved, it will appear in the Rules Management screen pane with summary information presented.

26

 From the Merchandising Server Administration Console, navigate to:

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Page 62

Configuring Merchandising Server

Screenshot

Description

27

 On the General tab, provide the following information for a Merchandising Server Delivery:

Delivery name Evaluation Order

Silent Install (Boolean value: yes/no) Check for updates (optional) Completion text (optional) Support email address (optional) Support phone number (optional) GoToAssist sever (optional)

28

 On the Plug-Ins tab, Click Add

29

 Select the radio buttons of the Plug-Ins to be included.

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Configuring Merchandising Server

Screenshot

Description

30

 Click the Configuration tab

 Ensure that there is a value provided in the field labeled:

Address of the XenApp Server hosting the XenApp Services

which will be the same as the Path value provided in Step 2 of Configuration – Citrix Web Interface

31

 Click the Rules tab

 To add a delivery rule, click Add

32

 Select a delivery rule by clicking the radio buttom associated with the rule desired.

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Page 64

Configuring Merchandising Server

Screenshot

Description

33

 Validate the delivery rule has been selected. If successfully selected the desired rule will appear in the Rules pane in the Merchandising Server Administrator Console.

34

 Click the Schedule tab.

 Specify a schedule if one is desired.

 Click Schedule to proceed.

35

 Validate that the delivery has been entered into the Merchandising Server and scheduled.

 If successful, the delivery will appear in the Deliveries pane with a green background.

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Configuring Merchandising Server

Screenshot

Description

36

 Upon successful validation of Delivery creation, log off of the Merchandising Server Administrator Console by Clicking the Log off link in the upper right hand corner of the browser window.

Pooled Desktop Image

Creating a Pooled Desktop Image Virtual Machine

Creating a Desktop Image VM

Screenshot

Description

Prerequisites for a Desktop Image Virtual Machine suitable for XenDesktop

Ensure that there is a XenServer host with sufficient memory and CPU resources available to host a Windows 7 Virtual Machine. Recommended configuration is: 2 Virtual CPUs and 2048 Mb. of Memory.

A Workstation running XenCenter in order to manage the creation of the Virtual Machine.

1

 From a management workstation, launch XenCenter and connect to an environment that the Pooled Desktop Virtual Machine will be hosted.

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Creating a Desktop Image VM

Screenshot

Description

2

 Select the XenServer host that will contain the Pooled image Virtual Machine.

 Right click and select New VM…

3

 On the Select a VM template screen, scroll through the selections and choose Windows 7

(64 bit)

***NOTE***

The selection in this step will vary on the desired OS for the Virtual Desktops required by the enterprise.

 Click Next to continue. .

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Creating a Desktop Image VM

Screenshot

Description

4

 Provide a Name and Description for the Master Image virtual machine.

5

 Specify the Operating System media location.

 For the purposes of this guide, select the radio

button labeled Install from ISO library or DVD drive:

 Specify the ISO or media file containing the OS installation files.

6

 Mark the radio button labeled Pace the VM

on this server.

 Choose the XenServer that the VM will be hosted on.

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Page 68

Creating a Desktop Image VM

Screenshot

Description

7

 Specify the desired vCPU and Memory resources to allocate to this virtual machine.

8

 Select the desired storage location for this virtual machine.

9

 Configure the Virtual Network Interfaces per specific enterprise standards.

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Creating a Desktop Image VM

Screenshot

Description

10

 Review the summary screen to ensure accuracy of all settings.

 Ensure that the checkbox marked Start the new VM automatically is selected

 Once all settings have been validated, click

Finish to allow XenServer to create the virtual

machine.

11

 In XenCenter, select the XenServer machine specified to host the master image virtual machine.

 Navigate to the Logs tab to monitor the

progress of the virtual machine creation.

 Ensure that the checkbox marked Start the new VM automatically is selected

Once all settings have been validated, click

Finish to allow XenServer to create the virtual

machine.

12

 If no errors occur during virtual machine creation, the new virtual machine will be viewable in the navigation tree in XenCenter.

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Creating a Desktop Image VM

Screenshot

Description

13

 Select the new virtual machine and navigate to the Console tab.

 Proceed with the installation of the OS and all required software before shutting down the virtual machine.

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Citrix User Profile Manager

Citrix User Profile Manager - Client Side Installation

Citrix User Profile Manager – Client Side Installation

Screenshot

Description

1

 Connect and authenticate to the machine that will be is the Master image.

**NOTE**

2

 Navigate to the path where the installation files for Citrix User Profile Manager are located.

 Launch the appropriate installer for the Windows OS type

For the purposes of this scenario, a 64-bit version of Windows 7 has been selected as the Master Image. Therefore, right click

profilemgt3.2.2_x64 and select Install

3

 The Citrix Profile Management Setup screen will launch.

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Page 72

Citrix User Profile Manager – Client Side Installation

Screenshot

Description

4

 Read through the entire End-User License Agreement

 Check the box marked I accept the terms in the License Agreement.

5

 Specify the path to install Citrix User Profile Manager.

**NOTE**

The default is C:\Program Files\Citrix\User

Profile Manager and should be used for the

majority of installations. Change this value only if relevant reason to do so exists.

6

 Allow the Summary screen to appear.

 Click Install to allow Citrix Profile Management to install

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Citrix User Profile Manager – Client Side Installation

Screenshot

Description

7

 The Citrix Profile Management setup will begin installing on the local filesystem. Allow it to proceed to completion.

8

 Once installation to the filesystem has

completed, a final acknowledgement screen will be presented.

 Click Finish to complete the client installation

9

 The installer will require a reboot of the Windows 7 Master Image.

 Click Yes to allow the workstation to reboot.

***NOTE***

The Windows 7 workstation will automatically reboot upon clicking Yes. Ensure that any unsaved work is saved prior to executig this step.

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Page 74

Citrix User Profile Manager - Server Side Configuration

Citrix User Profile Manager Server Side Configurations

Screenshot

Description

Prerequisites for Citrix Profile Management Server Side Configuration

Citrix User Profile Management software. Version 3.2.2 will be utilized for this scenario A network path to store user profiles

Workstation or Server running Group Policy Management administrative console.

1

 Connect and authenticate to the machine selected to house Group Policy Management console.

2

 From the Start Menu, launch Group Policy

Management. The full path will be:

Start > Administrative Tools > Group Policy Management

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Citrix User Profile Manager Server Side Configurations

Screenshot

Description

3

 Navigate to the Organizational Unit (OU) where Virtual Desktop accounts will be created.

***NOTE***

The location of Virtual Desktop Computer objects varies widely based on enterprise requirements. Work closely with Active Directory Administrators to determine the best location for this specific environment.

 Right Click on the OU and select Create a GPO in this domain, and Link it here…

4

 Specify a Name for this policy. It is not necessary to specify a Source Starter GPO. Click OK to create the Group Policy Object that is linked to the OU containing the Virtual Desktop Computer objects.

5

 Once the Group Policy Object has been created, right click the name of the object and select Edit

***NOTE***

If this is the first time that the Group Policy Object is selected for editing, an advisory message may be presented by Group Policy Management Console. This message states that the changes being madewill impact all objects that are linked to this Group Policy Object. Acknowledge this message by clicking

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Citrix User Profile Manager Server Side Configurations

Screenshot

Description

6

 Expand the navigation tree in Group Policy Management Editor to the following path:

Computer Configuration > Policies >

Administrative Templates

 Right click Administrative Templates and click Add/Remove Templates

7

 Click Add in the Add/Remove Templates box

8

 Navigate to the path where Citrix Profile Management installation files are located.

 Open the folder where the ADM Templates are located. The typical path for ADM Templates is:

ProfileMgmt-3.2.2\ADM_Templates\en

 Select the Citrix Profile Management ADM file. The filename will be ctxprofile3.2.0.adm

 Click Open to import the ADM file into the Add/Remove Templates dialogue box.

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Citrix User Profile Manager Server Side Configurations

Screenshot

Description

9

 Click Close to import the Citrix Policy ADM template into Group Policy Management Editor. The ADM Template will now be imported

10

 Navigate to the path of the Citrix Profile Management ADM Template. Default path is:

Computer Configuration > Policies > Administrative Templates > Classic Administrative Templates > Citrix > Profile Management

 Right click the setting for Enable Profile management and select Edit

11

 Configure the policy setting by selecting the

Enable radio button.

 Click Apply to put the policy into effect

 Click OK to accept the changes to policy and return to the Group Policy Management Editor.

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Citrix User Profile Manager Server Side Configurations

Screenshot

Description

12

 In the same path, right click the setting for

Path to user store and select Edit

13

 Configure the policy setting by selecting the

Enable radio button.

 In the Options area, provide an absolute path or path to the location where user profiles will be stored.

 Click Apply to put the policy into effect

 Click OK to accept the changes to policy and return to the Group Policy Management Editor.

14

 Navigate to the path of the Citrix Profile Management ADM Template. Default path is:

Computer Configuration > Policies > Administrative Templates > Classic Administrative Templates > Citrix > Profile Management > Streamed user profiles

 Right click the setting for Profile streaming