The Ultimate Citrix Install Guide
 
PROJECT MANAGEMENT
1. Project Management Overview
2. Project Management Methodology
3. Tips for Making Meetings Effective

ANALYSIS PHASE
1. Analysis Phase Overview
2. Vision / Project Scope (Statement of Work)
3. Project Plan
4. Infrastructure Assessment
5. Proof of Concept
6. Analysis Phase Checkpoint

DESIGN PHASE
1. Design Phase Overview
2. Server Design
3. MetaFrame Access Suite Design
4. Infrastructure Design
5. Design Phase Checkpoint

IMPLEMENTATION PHASE
1. Implementation Phase Overview

2. Prepare the Network Environment

2. 1. Create Required Network Shares
2. 2. Firewall Modifications
2. 3. Throttling Port Speed and Duplex Settings
2. 4. Add Users to a Terminal Services Environment
2. 5. Create Required Citrix Specific User Groups

3. Install Operating System(s) for MetaFrame XP

3. 1. Installing Microsoft Windows 2000
3. 2. Installing Microsoft Windows Server 2003

4. MetaFrame IMA Data Store Installation & Configuration

4. 1. How to Install & Configure Microsoft SQL Server 2000
4. 2. How to Install and Configure Microsoft SQL Desktop Edition (MSDE)

5. Install MetaFrame XP Server w/ Feature Release 3

5. 1. How to Remap MetaFrame XP Server Driver Letters
5. 2. Installing MetaFrame Feature Release 3 on Windows 2000
5. 3. Installing MetaFrame Feature Release 3 on Windows Server 2003
5. 4. Installing MetaFrame XP HotFixes
5. 5. How to Add Licenses through the Management Console for MetaFrame XP

6. Install “Image” Applications


7. Rapid Server Deployment

7. 1. How to Clone a Citrix MetaFrame XP Server
7. 2. How to Create a Network Boot Disk

8. Configure MetaFrame XP Farm Wide Settings

8. 1. Recycling Operating Systems
8. 2. MetaFrame XP Delegated Administration
8. 3. How to Create a Zone & Move MetaFrame XP Servers to it
8. 4. How to Set a Server’s Preference for Data Collector Elections
8. 5. MetaFrame XP User Policies
8. 6. How to Implement Automatic ICA Client Updates
8. 7. Client Drive Mapping
8. 8. How to Implement Client to Server Content Redirection
8. 9. How to Implement Server to Client Content Redirection
8. 10. Configure ICA Keep-Alive
8. 11. Configure SpeedScreen Browser Acceleration

9. Install “Manual” Applications

9. 1. How to Install and Configure Microsoft Office 2000
9. 2. How to Install and Configure Microsoft Office XP
9. 3. How to Install and Configure Microsoft Office 2003

10. MetaFrame Conferencing Manager 2.0

10. 1. How to Install the Conference Organizer Service
10. 2. How to Install the Conference Room
10. 3. How to Install Conferencing Manager User Interface
10. 4. How to Specify the License Type through the CM Configuration Tool
10. 5. How to Add Users to the Conferencing Manager
10. 6. Microsoft Exchange Server Integration
10. 7. Troubleshooting

11. Publishing Resources through the Management Console

11. 1. How to Publish an Application
11. 2. How to Publish Content
11. 3. How to Publish Application from a Shortcut
11. 4. How to Publish the Printer Folder
11. 5. How to Publish Windows Explorer

12. How to Configure the Printing Environment

12. 1. Set the proper expectations
12. 2. Setup the Print Environment
12. 3. Create Printer Compatibility Driver Mappings
12. 4. Set Printer Bandwidth Limits for Client Auto-Created Printers
12. 5. How to use Project Compatibility automate Driver Mapping
12. 6. How to Manually Connect a Client Printer within an ICA Session

13. Install MetaFrame Secure Access Manager 2.0

13. 1. Install MetaFrame Secure Access Manager on Windows 2000 Server
13. 2. Install MetaFrame Secure Access Manager 2.0 on Windows Server 2003
13. 3. How to Install MetaFrame Secure Access Manager 2.0 Service Pack 1
13. 4. Install the Access Management Console on MetaFrame XP or a Workstation
13. 5. Create an Access Center
13. 6. Configure the Access Center
13. 7. Customizing MetaFrame Secure Access Manager
13. 8. How to Configure Internet Explorer for a Secure Access Center

14. Install Web Interface 2.1

14. 1. How to Install Web Interface 2.1 (Clean Install)
14. 2. How to Upgrade a NFuse Server to Web Interface 2.1
14. 3. Web Interface 2.1 Web Administration Tool
14. 4. How to Customize Web Interface 2.1
14. 5. How to Repair Web Interface 2.1

15. Install SSL Certificates and Secure IIS Server

15. 1. How to install and configure the IIS Lockdown Tool (version 2.1)
15. 2. How to Enable SSL on an IIS Web Server
15. 3. How to Force the use of SSL Encryption on a IIS Web Site

16. Install Secure Gateway 2.0 for MetaFrame

16. 1. Pre-installation Check List
16. 2. How to Install and Configure the STA Component
16. 3. Install the Secure Gateway Service
16. 4. Secure Gateway for MetaFrame Management Tools

17. MetaFrame XP Remote Administration Tools

17. 1. Management Console for MetaFrame XP
17. 2. Citrix Web Console (CWC)

18. ICA Clients

18. 1. How to Install the ICA Win32 Program Neighborhood Agent
18. 2. How to Install the ICA Win32 Web Client
18. 3. How to Configure the ICA Java Client
18. 4. How to Utilize the ICA Program Neighborhood Pass-Through Client
18. 5. Citrix ICA Client 6.20 for OS 9.X
18. 6. Citrix ICA Client 6.30 for OS 10.x

19. Microsoft Terminal Services Licensing

19. 1. Summary of Licensing Options in Windows 2000 Server
19. 2. Summary of the licensing options in Microsoft Windows Server 2003

20. Implement Windows System Policies

20. 1. MIAB Administrative Template Overview
20. 2. How to Create an Administrative Template to Hide Drives
20. 3. Implementing Windows 2000 Active Directory Group Policies
20. 4. Implementing Windows NT, Terminal Server 4.0 System Policies

21. How to Install and Configure MetaFrame Password Manager

21. 1. Prepare the Directory Service
21. 2. Install and Configure the MetaFrame Password Manager Console
21. 3. Deploy the MetaFrame Password Manager Agent
21. 4. On-Going Maintenance

22. Implementation Phase Checkpoint


READINESS PHASE
1. Readiness Phase Overview
2. Testing your New MetaFrame Access Suite Environment
3. Pilot Implementation
4. Rollout Any Remaining Servers
5. Implement Change Management Policies and Procedures
6. Readiness Phase Checkpoint

ROLLOUT PHASE
1. Rollout Phase Overview
2. End-User Training
3. Administrator Training
4. Go Live!
5. Rollout Phase Checkpoint

APPENDIX
1. Additional Resources
2. MIAB3.0.ZIP - Files Explained

 Click to Download Methodology in a Box 3.0

 Methodology in a Box 3.0
(Russian Language Version)


Support MIAB, Buy the Book Version today!

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Methodology in a Box 3.0 for Citrix MetaFrame 
Feature Release 3
 

Welcome to Methodology in a Box 3.0 (MIAB) - The Ultimate Citrix Install Guide.  MIAB 3.0 is an award winning project oriented deployment guide designed to teach you everything you need to install the Citrix MetaFrame Access Suite, which includes: 

  • MetaFrame XP Presentation Server with Feature Release 3 
  • MetaFrame Secure Access Manager 2.0
  • MetaFrame Conferencing Manager 2.0 
  • MetaFrame Password Manager 2.0

 

Methodology in a Box is broken down in to five chapters; analysis, design, implementation, readiness and rollout. I wrote this guide to act as a starting point in teaching basic project management to help the technicians and engineers who find themselves being required to deploy Citrix technologies.

 

In this free Citrix guide you will learn the following:

  • How to analyze and design a Citrix FR3 environment
  • Prepare the Citrix Network Environment.
  • Install MetaFrame XP Server Data Store
  • Install Windows 2000 or Windows Server 2003
  • Install MetaFrame XP Server with Feature Release 3
  • Tune MetaFrame XP Server with Feature Release 3
  • Install Image Applications
  • Image Server
  • Deploy Image
  • Install Remaining Application
  • Install MetaFrame Conferencing Manager 2.0
  • Configure ICA Client Updates
  • Configure Server Reboots
  • Configure MetaFrame Administrators
  • Configure MetaFrame XP policies
  • Configure Drive Mapping
  • Configure Content Redirection
  • Publish Applications
  • Configure MetaFrame XP Printing Design
  • Install ,Configure and Secure Web Server
  • Install and Configure Web Interface 2.1
  • Install and Configure Secure Gateway for MetaFrame
  • Install and Configure Remote Administration
  • Install and Configure ICA Clients
  • Install and Configure Microsoft Terminal Services Licensing
  • Install and Configure Windows System Policies
  • Install and Configure MetaFrame Password Manger 2.0
  • How to test your Citrix environment
  • How to implement change management policies and procedures
  • How to perform end-user and administrator Citrix training

 

I have also tried to write this document in the same framework that your project will follow and throughout this document, I have presented real world examples from my personal experiences in deploying MetaFrame XP and other software packages.  To accomplish this I have created a fictitious consulting firm (D&D Consulting) and a customer called DABCC.COM to add a sense of realism to the examples. I have also documented systematic instructions on everything needed for a successful Citrix MetaFrame FR3.  My intentions are to make this a blueprint for a successful deployment and from the feedback I'm receiving we are accomplishing just that.

 

In this project, you will find a lot of information but it is far from everything one would need and it is not even meant to be. It is meant to be a starting point, a process change to get you excited about the art of Project Management the way I am.  With it, I truly believe it can take you and your organization to the next level.   Over the past four years I have received a lot of feedback and my favorites are the ones where the consultants and business owners has written to me to explain how they where able to take this methodology and mold it in with their own to make something bigger than the sum of its parts.  That is the goal of this document.  

 

Thank you and enjoy, 

Douglas A. Brown
President and Chief Technology Officer
Microsoft MVP, Windows Server
DABCC, Inc.
dbrown@dabcc.com
www.dabcc.com


Methodology in a Box 3.0 – Project Files

In keeping with the name and vision of this project I have created / gathered a slew of document example, templates and utilities.  The following is a list and description of the files located in Methodology in a Box 3.0.  (MIAB3.0.ZIP)  

 

Root Folder

Path \ Filename

Description

\MIAB3.0.pdf - (900 plus pages) - master document explaining a total project lifespan

Master document explaining a total project lifespan

\Readme.htm

This file and a little more 

Examples Folder

Path \ Filename

Description

\Examples\EXAMPLE – Statement of Work.doc

Example of a Statement of Work.

\Examples\EXAMPLE - Infrastructure Assessment.doc

Example of a basic Infrastructure Assessment

\Examples\EXAMPLE – Analysis Phase Deliverable.doc 

Example of an Analysis Phase Deliverable.

\Examples\EXAMPLE – Design Phase Deliverable.doc 

Example of a Design Phase Deliverable.

\Examples\EXAMPLE - Pilot User Welcome Letter.doc

Example of a Pilot User Welcome Letter

\Examples\EXAMPLE – End-user Welcome Letter.doc 

Example of a End-user Welcome Letter

Examples\EXAMPLE – End-user Log In Document.doc

Example of a End-user Log In Document


Templates Folder


Path \ Filename

Description

\Templates\TEMPLATE – Statement of Work.dot

Microsoft Word Template file for a Statement of Work deliverable.

\Templates\EXAMPLE - Infrastructure Assessment.dot

Microsoft Word template file for an Infrastructure Assessment deliverable.

\Templates\TEMPLATE – Analysis Phase Deliverable.dot

Microsoft Word template file for an Analysis Phase deliverable.

\Templates\TEMPLATE – Design Phase Deliverable.dot

Microsoft Word template file for a Design Phase deliverable.

\Templates\TEMPLATE - Pilot Application Test Sheet.dot

Microsoft Word template file for a Pilot Application Test Sheet

\Templates\TEMPLATE – Test User Feedback Form.dot

Microsoft Word template file for a Test User Feedback Form

Templates\TEMPLATE – Help Desk Feedback Form.dot

Microsoft Word template file for a Help Desk Feedback Form

Presentations Folder

Path \ Filename

Description

Presentations\ Methodology in a Box 3.0 – The Presentation.ppt

Microsoft PowerPoint presentation on MetaFrame Access Suite Project Oriented Deployment

Utilities Folder

Path \ Filename

Description

\Utilities\Policies and Scripts\GPO Documentation.xls

Group Policy Object (GPO) documentation template for documenting the GPO’s that will be used in the MetaFrame XP environment

\Utilities\Policies and Scripts\GPO Template.xls

Group Policy Object (GPO) documentation template for documenting the GPO’s that will be used in the MetaFrame XP environment

\Utilities\Policies and Scripts\MIAB.adm

Methodology in a Box - Administrative  Template

\Utilities\Policies and Scripts\MIAB2.adm

Methodology in a Box - Administrative  Template – v2.0

\Utilities\Policies and Scripts\Policy to Hide Administrative Tools from Start Programs system_addon.adm

Policy to hide the administrative tools folder an end-users view

\Utilities\Policies and Scripts\Reboot Script.zip

Example reboot script and the smart reboot executable.

\Utilities\Printer Mappings Databases\pctsedb.inf

Example Printer Compatibility Mapping file for Microsoft Windows NT Terminal Server edition

\Utilities\Printer Mappings Databases\pc2kdb.inf

Example Printer Compatibility Mapping file for Microsoft Windows 2000

\Utilities\Printer Mappings Databases\pc2k3db.inf

Example Printer Compatibility Mapping file for Microsoft Windows Server 2003

\Utilities\Registry Tips\RegistryChanger1.0.zip

Utility to automate the process of viewing and or editing suggested registry tweaks

\Utilities\Registry Tips\Win2K3 Reg Files.zip

All the registry files documented in the tweak MetaFrame XP on a Microsoft Windows Server 2003 Server section of this document

\Utilities\Registry Tips\Win2K Reg Files.zip

All the registry files documented in the tweak MetaFrame XP on a Microsoft Windows 2000 Server section of this document

\Utilities\Security\ iislockd 2.1 for IIS5.0.exe

Microsoft IIS Lockdown Utility version 2.1

\Utilities\Tools\hidecalc.zip

Awesome Utility that create administrative templates, .reg files and or Kixtart script files to hide drives

\Utilities\Tools\Sysprep for Win2k3.zip

Microsoft Sysprep for Windows Server 2003

\Utilities\Tools\Sysprep for Windows 2000 Server.zip

Microsoft Sysprep for Windows 2000

\Utilities\WI Add-Ins\AuthorizedUsers.zip

Web Interface Add-on to enable only authorized users can access Web Interface

\Utilities\WI Add-Ins\HiddenFolders.zip

Web Interface Add-on to enable the ability to hide folders in the Web Interface application list

\Utilities\WI Add-Ins\JavaClientFallBack.zip

Web Interface Add-on to enable the use of the Java Client in case their in not a local ICA client installed

\Utilities\WI Add-Ins\ConnSpeed2.02.zip

Web Interface Add-on to enable a connection speed drop-down box to enable different ICA features for high, medium or low connections

\Utilities\WI Add-Ins\ConnSpeed2.02 with Java Fall Back 1.0.zip

A combination of the above two Web Interface add-ons. 

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