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

3. Project Plan

Now that you have finalized the Vision / Scope, you are required to expand the Project Scope to develop a detailed list of the tasks to be completed, called the Project Plan.

The desired audience for Methodology in a Box is the LAN/WAN Engineer who is also not a project manager by trade. Therefore, I will provide two options for creating a comprehensive project plan; by hand or with Microsoft Project. I know that not everybody is a MS Project expert, but I highly recommend spending the time necessary to learn how to use it, as it is not that difficult. When I first started creating projects for my jobs, I did everything by hand (Microsoft Word). Then I went out, picked up a Dummies guide to Microsoft Project, and was blown away by how much easier it made my job. Please peek at it; I think you will be impressed with what you find.

Your project plan should consist of a list of every task that needs to be completed. Each task should consist of the name and phone number of the individual responsible, any other parties that are required to assist along with an estimated timeframe for completion. You should do this for each task in your project and with as much detail as possible. Remember, it is necessary to go into as much detail as possible in order to set the proper expectations and to provide the necessary framework required for the Design phase, to set tentative time frames and to complete the project

When estimating the time allotted for each phase, be very careful not to underestimate. Time estimation is far from an exact science. Remember to leave time for application tuning and troubleshooting. In case you underestimate this, you will need to discuss with the customer any additional time needed to complete the project and why.

Once completed, you will be required to call another meeting to present Project Plan. It is important to make sure they understand the Project Plan is not set in stone but a work in progress. You will need to add or subtract items as you move through the Design and the Implementation Phases. Let the customer know that each time a change is made that you will be present the change to them for a sign-off with an updated Project Scope, Project Plan and estimated time of completion.

 

 

 

 

 

 

 

 

 

 

 

 

 


The following is a basic project plan for a small to medium size MetaFrame deployment:

 

3. Project Plan

The following is the estimated Project Plan:

 

Task

Owner

Estimated Time

 

Analysis Phase

X Days

Create Vision

 

D&D Consulting

X hours (pre project)

Create Scope (in scope / out of scope)

D&D Consulting

 

X hours (pre project)

Infrastructure Assessment.

  • Prepare for assessment questions and inquiry.
  • Schedule times and meetings with your customer for questions and inquiry.
  • Review the following areas:
    • Network Environment.
    • Hardware
    • Operating Systems
    • Existing MetaFrame Environment
    • Printing Environment.
    • Client Environment
    • Change Console
  • Document and present assessment.

 

D&D Consulting

X hours

Proof of Concept (if applicable)

  • Schedule meeting to define goals and tests for the Proof of Concept (POC).
  • Setup and document the POC environment.
  • Conduct tests to achieve the goals of the POC.
  • Make any changes necessary to achieve the goals.
  • Document and present findings

 

D&D Consulting

X hours

Analysis Phase Checkpoint

 

D&D Consulting, Net Admin, Management

 

X hours

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Design Phase

X Week

         Sever Design - Define and document the following sections

o        Hardware requirements

o        Software requirements, including MetaFrame products required

 

D&D Consulting

X hours

         MetaFrame Access Suite Design - Define and document the following sections:

o        MetaFrame XP Architecture

         MetaFrame XP Farm Design

         MetaFrame XP Zone Design

         MetaFrame XP Data Collector Design

         MetaFrame XP Data Store Design

         MetaFrame XP Load Management Design

         Applications

         MetaFrame Conferencing Manager Design

         MetaFrame Printing Design

o        Application Delivery Architecture

         MetaFrame XP Web Interface Design

         MetaFrame Secure Access Manager Design

         MetaFrame XP ICA Client Design

o        Security Architecture

         Secure Gateway for MetaFrame Design

         MetaFrame Password Manager Design

D&D Consulting

X hours


         Infrastructure Design - Define and document the following sections:

o        File Storage

o        Login Scripts

o        Infrastructure Modifications

 

D&D Consulting

X hours

Design Phase Checkpoint

 

 

D&D Consulting, Net Admin, Management

X hours

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Implementation Phase

X Week

Create network shares

 

D&D Consulting, Net Admin

 

X hours

Firewall modifications

Dan Morrow

 

X hours

Configure switch port settings

D&D Consulting, Net Admin

 

X hours

Add / configure users and groups for a Terminal Services environment.

 

D&D Consulting, Net Admin

 

X hours

Unpack and prepare hardware

 

D&D Consulting, Net Admin

 

4 hours

Install and Configure base operating system

 

D&D Consulting, Net Admin

 

X hours

Create Data Store

 

D&D Consulting, Net Admin

 

X hours

Install and Configure MetaFrame XP with Feature Release 3

 

D&D Consulting, Net Admin

 

X hours

Install MetaFrame with Feature Release 3 Hot fixes

D&D Consulting, Net Admin

 

X hours

Add MetaFrame XP Licenses

D&D Consulting, Net Admin

 

X hours

Install Image Application, Adobe Acrobat Reader 6.0 and WinZip 8.0.

 

D&D Consulting, Net Admin

 

X hours

Test

 

D&D Consulting, Net Admin

 

X hours

Create Image

 

D&D Consulting, Net Admin

 

X hours

Deploy Image on second test server

 

D&D Consulting, Net Admin

 

X hours

Install Applications

 

D&D Consulting, Net Admin

 

X hours

Publish Application

D&D Consulting, Net Admin

 

X hours

Configure server reboot script and schedule

D&D Consulting, Net Admin

 

X hours

Configure MetaFrame XP Administrator accounts and privileges

D&D Consulting, Net Admin

 

X hours

 

 

 

 

Configure MetaFrame XP Data Collector preferences

D&D Consulting, Net Admin

 

X hours

Create MetaFrame XP User Profiles

D&D Consulting, Net Admin

 

X hours

Configure MetaFrame XP ICA Client update configuration utility

D&D Consulting, Net Admin

 

X hours

Configure MetaFrame XP auto-created drive mappings

D&D Consulting, Net Admin

 

X hours

Configure MetaFrame XP Content Redirection

D&D Consulting, Net Admin

 

X hours

Configure ICA Keep-Alives

D&D Consulting, Net Admin

 

X hours

Install and configure MetaFrame Conferencing Manager 2.0

       Install and configure Conference Manager User Interface

       Install and configure Conference Manager Room

       Install and configure Conference Organizer

       Install and configure Microsoft Exchange Server integration

 

D&D Consulting, Net Admin

 

X hours

Configure MetaFrame XP Printing Environment

       Configure print compatibility mappings

       Configure network print server assignments

       Configure Universal Print Driver

       Install Project Compatibility 3.0

       Configure MetaFrame XP Policy to restrict bandwidth on remote clients

 

 

D&D Consulting, Net Admin

 

X hours

Install and Configure and secure IIS web server

 

D&D Consulting, Net Admin

 

X hours

Install and configure Web Interface 2.1 Web Extensions

       Install and configure server hardware

       Install and configure Microsoft Windows 2000 Server

       Patch servers

       Install Web Interface 2.1

       Configure Web Interface for remote access through Secure Gateway for MetaFrame

       Install ConnSpeed 2.02 with Java fallback Web Interface Add in.

       Customize graphics and text on the Web Interface site.

       Install SSL Certificate

 

D&D Consulting, Net Admin

 

X hours

Test

D&D Consulting, Net Admin

 

X hours

 

 

 

 

 

 

Install and configure MetaFrame Secure Access Manager 2.0

       Install and configure server hardware

       Install and configure Microsoft windows 2000 server

       Patch servers

       Install MetaFrame Secure Access Manager 2.0

       Install Service Pack 1 for MSAM

       Install and publish the Access Management Console on the MetaFrame XP server farm

       Create first access center

       Customize Headers and footers

       Install SSL certificate

 

D&D Consulting, Net

Admin

 

X hours

Test

 

D&D Consulting, Net Admin

 

X hours

Install and Configure Secure Gateway for MetaFrame 2.0

       Install and configure the redundant STA server

       Install the Secure Gateway Service on the Web Interface 2.0 Server

       Install Service Pack 1 for the Secure Gateway Service (part of MSAM SP1)

       Configure Logon Agent

       Configure Web Interface 2.1 to utilize Secure Gateway for MetaFrame 2.0

       Configure MetaFrame Secure Access Manager 2.0 to utilize Secure Gateway for MetaFrame 2.0

 

D&D Consulting, Net Admin

 

X hours

Test

 

 

 

Install and configure Microsoft Terminal Services Licenses

 

D&D Consulting, Net Admin

 

X hours

Install and configure Microsoft Group Policies Objects

 

D&D Consulting, Net Admin

 

X hours

Install and configure MetaFrame Password Manager 2.0

       Install and configure the file share directory service

       Install the MetaFrame Password Manager Console

       Add Licenses and create License repository

       Configure Agent Settings

       Configure Application Definitions

       Package and deploy MetaFrame Password Manager Agent to workstations and MetaFrame XP servers

 

D&D Consulting, Net Admin

 

X hours

Test

D&D Consulting, Net Admin

 

X hours

Implementation Phase Checkpoint

 

D&D Consulting, Net Admin, Management

 

X hours

 

 

 

 

 

 

 

 


Readiness Phase

X Week

Test Environment

  • Develop Test Procedures
  • Troubleshoot and issues, i.e., server bottlenecks
  • Test entire environment

 

D&D Consulting, Net Admin

 

X hours

Pilot and Test

  • Determine and train test users
  • Launch Pilot and run test procedures
  • Obtain Pilot Users feedback (forms, surveys, reports and observations)
  • Evaluate Pilot Results and change design or processes if needed and then repeat the previous two steps.

 

D&D Consulting, Net Admin

 

X hours

Rollout Any Additional Servers

 

D&D Consulting, Net Admin

 

X hours

Perform finial system tests

D&D Consulting, Net Admin

 

X hours

Implement Change Management Policies and procedures

 

D&D Consulting, Net Admin

 

X hours

Readiness Phase Checkpoint

 

D&D Consulting, Net Admin, Management

 

X hours

 

 


Rollout Phase

X Week

Train Admin Staff

 

D&D Consulting, Net Admin

 

X hours

Train End-Users

 

D&D Consulting, Net Admin

 

X hours

Go Live

 

D&D Consulting, Net Admin

 

X hours

Gather Feedback

 

D&D Consulting, Net Admin

 

X hours

Rollout Phase, project completion Checkpoint

D&D Consulting, Net Admin, Management

 

X hours

 

 

 

 

Estimated Time to Completion:

X hours

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