The Ultimate Citrix Install Guide
 
1 - Preface
2 - Project Management
3 - Analysis Phase
4 - Design Phase
5 - Implementation Phase
  1. Implementation Overview

2. Prepare the Network Environment

3. Add Users to a Terminal Services Environment

4. 3rd Party IMA Data Store Installation Instructions

5. Install Operating System

6. Install MetaFrame XP

7. Tweak Windows 2000 / MetaFrame XP

8. Rapid Server Deployment

9. How to create a Zone & Move MetaFrame Servers to it

10. ICA Client Update Configuration Utility

11. How to Setup Automatic Reboot for MetaFrame Servers

12. Client Drive Mapping

13. Install Applications

14. Publishing through the Citrix Management Console

15. How to Build a Stable Printing Environment

16. NFuse Integration

17. Citrix Web Console (CWC)

18. How to Secure a Internet Information Services (IIS) Server

19. Citrix Management Console (CMC)

20. Microsoft Terminal Services License Server

21. Implement System Policies

22. Implementation - Checkpoint
6 - Readiness Phase
7 - Rollout Phase
8 - Appendix

5. Install Operating System

5. 1.        Installing Microsoft Windows 2000 

Now we are finial ready to get down and dirty and break out that new hardware and install some software.   For the first server you will want to document every step you take in order to create installation procedure documentation.   This documentation will be the blue print for all future server builds and also serve as a portion of a disaster recovery plan. 

The following is an example of the installation procedures needed for Windows 2000 Server:

Step

Description

1.

Install and configure server hardware

  • Unpackaged and prep hardware
  • Update the firmware to latest versions

 

2.

If you will be using hardware like Compaq / Dell servers you will need to run the appropriate configuration software.  i.e., Smart Start

 

3.

Press F6 if you need to install 3rd party SCSI or RAID driver(s) that are not currently on the Windows 2000 CDROM

 

4.

Press Enter to continue with the installation

 

5.

Press F8 to agree with the license agreement

6.

Follow on screen prompts to create the appropriate partitions. 

 

7.

Select to format the partition using the NTFS file system.

 

Setup will format the partition and copy installation files.   When completed, it will reboot the system and continue to the GUI setup

 

8.

Click Next to continue

 

9.

Select the regional settings and click Next

 

10.

Enter a name and company name and click Next

 

11.

Select the appropriate license settings and click Next

 

12.

Select a computer name, enter the administrator password and click Next

 

13.

You are now prompted to select the Windows 2000 Components to be installed.  I recommend selecting only what is needed.   I personally remove the following:

         Accessories and Utilities remove Multimedia, Games, Chat, in Communications I remove Chat and Phone Dialer and I remove the Accessibility Wizards.  

         Indexing Service I highly recommend removing the Indexing Service

         Internet Information Services (IIS) I highly recommend removing the IIS service.  If you leave it checked then you will have the option of installing NFuse during the install.   I dont recommend this, I try to keep NFuse separated from my application servers.  If you must install NFuse on a MetaFrame server then do it from the control server.  

         Script Debugger I recommend removing the script debugger unless you or your customer requires it.

 

You will want to check the Terminal Services checkbox to enable Terminal Services. 

 


 

Step

Description

14.

Select the Date and Time settings and click Next

 

15.

Select Application Server Mode and click Next

 

16.

Select the default permissions for application compatibility

         Permissions compatible with Windows 2000 Users This setting gives default terminal services users the same permissions as a member of the Users group and could cause issues with some legacy applications.

         Permissions compatible with Terminal Server 4.0 Users This setting gives default Terminal Services users full access to critical registry and file system locations thus enabling support for legacy applications while creating a possible security hole and more importantly, gives the end-user the ability to affect the stability of the system. 

 

Click Next

 

17.

You are now prompted to configure the network settings.   I highly recommend configuring the network adapter cards now.   Select Custom and click Next.

 

18.

Double click on Internet Protocol (TCP/IP) enter the appropriate TCP/IP address information documented during the design phase.   Note:  It is recommended to enter the FQDN for the domain the server is a part of in the DNS Suffix for this connection area of the DNS tab, located behind the Advanced button.

 

Click Next

 

19.

The next screen you will see asks you if you would like to join a domain or stay a part of a workgroup.   Select the appropriate setting and click Next

 

Setup continues by copying system files and registers system components. 

 

20.

Click Finish to reboot and logon for the first time

 

21.

Install any drivers necessary.   Microsoft recommends that you place the system into install mode if you will be installing any hardware or hardware drivers.   Refer to How to install applications section later in this document for more information on install mode.

 

Click Start Run type:  change user /install  click OK

 

When you have completed the install of the new hardware you will need to place the system back in to Execute mode.

 

Click Start Run type:  change user /execute  click OK

 

22.

If you will need to install the Novell Client, you will need to do so now.

 

When completed you will want to disable the Novell System Tray Icon  (Novell Netware environments only)

 

Disable Novell System Tray Icon

[HKEY_LOCAL_MACHINE\SOFTWARE\Novell\Network Provider\Menu Items]

 "Enable System Icon"=string:YES

 

Registry File:  Disable Novell System Tray Icon.reg

 

If you experience slow logons, you might want to adjust the network bindings

Step

Description

23.

Install Microsoft Service Pack 2

http://www.microsoft.com/windows2000/downloads/servicepacks/sp2/default.asp

 

24.

Microsoft recently released a Windows 2000 Security Roll-up Hotfix. 

 

Download from http://www.microsoft.com/windows2000/downloads/critical/q311401/default.asp

 

For more information check: http://www.microsoft.com/technet/treeview/default.asp?url=/technet/security/news/w2ksrp1.asp

25.

Run Microsoft Windows Update and install all Critical Updates and Service Packs, Root Certificates, Windows Compatibility Updates.

 

http://www.microsoft.com/windowsupdate

 

26.

Set the media type, duplex setting, and the speed that the NIC is required to use within the environment.   Verify that the switch or managed switch is configured to the preferred setting. Never allow the NIC to Auto detect the settings as described in section 2.3 Throttling Port Speed and Duplex Settings

  • Start Settings Control Panel Network and Dial-Up Connections Local Area Network   Properties Configure   Advanced Tab

 

27.

Disable any additional Network Interface Cards or implement NIC Teaming per the supplied vender installation procedures.

  • Start Settings Control Panel Network and Dial-Up Connections Right click on any additional NICs and click Disable

 

28.

Create and format any additional partitions

 

29.

Move the page file to the second partition if available and set the PAGEFILE to 2.5 (4095 MB max) times the total amount of physical RAM installed on the server

  • Start Settings Control Panel System applet Advanced tab Performance Options Change

 

30.

Increase the Registry Size.  125MB should be sufficient.

  • Start Settings Control Panel System applet Advanced tab Performance Options Change

 

 


5. 1. 1 How to Install MDAC 2.7

To keep current with the latest version of MDAC you can download and install MDAC 2.7 RTM (2.70.7713.4) from http://www.microsoft.com/.

 

1.       Double click on mdac_typ2.7.exe

2.       Click the check the I accept all of the terms of the preceding license agreement and click Next.

3.       Click Finish


4.       Click Close

 

 


5. 1. 2 How to Install the Windows 2000 Recovery Console

 

To aid in troubleshooting and to gain access to a command prompt Microsoft has developed the Recovery Console.   The following procedures define how to install the Recovery Console as a start up option.

 

1.       With Windows running, insert the Windows 2000 Server CD into your CD-ROM drive.

2.       Click Exit when prompted with this Auto run screen:.

 

3.       Click Start Run Type: CMD and click OK   switch to the CD-ROM drive, and type the following:

4.       Click Yes to install the Recovery Console.

5.       Click OK

 

The Windows 2000 Recovery Console will now appear as a choice during start up.

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