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

5. Proof of Concept

In a Proof of Concept, (POC) you will verify the assumptions to prove to your customer and yourself that the MetaFrame Access Suite rollout is able to meet the vision set forth. You will do this by creating a small test environment. i.e., if your vision is to deploy home grown applications to doctors while adhering to HIPPA complicacy, then you will want to verify that the home grown application is compatible in a MetaFrame XP environment.

It is very common for one to confuse a Proof of Concept with the Pilot. Please dont as they are very different in both vision and scope. A Proof of Concepts goal is to prove any assumptions in a non production environment with no end-user involved. Where a Pilots goal is to verify, on the production network with live data and real end-users, that the vision of the project in being addressed.

A common attitude towards a POC is one of Why I already have those applications working? Unfortunately, this attitude misses the intention of a POC. Simply focusing on applications is only part of what a POC is intended to accomplish. Additionally, a POC can be used to evaluate almost any open question or risk uncovered through the infrastructure assessment, including:

       New methods for deploying applications

       Evaluate load/scalability

       Evaluate new software/application combinations

       Evaluate new configurations and server build procedures

       New users / user groups

       New client devices or methods of deploying applications

       Evaluate security configurations

It is critical that you clearly understand the objective and intention of a POC, and not focus on strictly your existing deployment. The POC focuses on what is new, even if old elements must be integrated to ensure a complete evaluation. If you will be conducting a POC, you will want to break it down into the following four phases:

1.       Develop Tests: Call a meeting with your customer to define the tests and acceptable results thresholds.

2.       Create Test Environment Start with a clean server, build a MetaFrame XP Server, install any applications that are in question and run the tests that you defined in step 1.

Note: You should document all of the steps taken during the creation of the test environment. It will be used during the implementation phase.

3.       Make adjustments as necessary Once you have run your first round of tests you will want to take a step back and determine where tuning is needed in order to meet the vision.

4.       Document findings You will want to take the documents you created during step 2 and formalize them in form of OS and application installation procedures. You will also want to document any issues you may have found and your recommendations for resolving them.

 

This is the last item in the Analysis phase, when completed you will be ready to take your Proof of Concept document and compile it in with the rest of the documentation you created earlier to create the finial Analysis Phase deliverable.

 


The following is an example of a basic Proof of Concept document:


 

Proof of Concept

November 7, 2003

 

Client:

DABCC.COM

 

Executive Sponsor:

Douglas Brown, Owner

 

Project:

Citrix MetaFrame Access Suite Deployment

 

The Proof of Concept (POC) phase of the project is designed to determine the capabilities of the proposed MetaFrame Access Suite deployment to achieve the vision of the project. During the POC, a prototype MetaFrame Access Suite environment is built, complete with all necessary applications, printers, etc. The applications are then exhaustively tested to evaluate their functionality in a MetaFrame XP/Terminal Server environment. For each item, results are documented and necessary adjustments are made. This document is a summary report of the POC procedures.

This Proof of Concept document is divided into the following sections:

         Environment Specifications

         Environment Setup Procedures

         Test Cases

         Test Case Adjustments

         Conclusion

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Environment Specifications

 

1. 2. Hardware Environment

 

Name: DB2KCTX1

Model: Compaq ML 530

Role: Citrix MetaFrame XP Server

  • Form Factor Rack Mount
  • Processor Two 933MHz, Pentium III Xeon processors with 256KB level 2 Advanced Transfer Cache.
  • Memory 1 GB 133 MHz ECC SDRAM expandable to 4GB using 512 MB modules
  • Network Controller - NC3123 Fast Ethernet NIC PCI 10/100 controller
  • Drive Bays Four total 5.25" removable media bays (1) 1.44 MB floppy drive. One, is used for a 48x CDROM drive and another for a Compaq Internal DLT 20/40
  • Internal Storage -218.4 GB Maximum Internal Hot Plug Storage Ultra2 and Ultra3 ready. Three 18.2 GB Hot Plug Ultra 3 hard drives are installed.
  • Drive Controller - One Smart Array 4200 4-channel array controller configured for RAID 5 data protection.
  • Interfaces - One RJ-45 Ethernet port, two serial, one parallel, keyboard, mouse, and one graphics port, and external SCSI through knockout.

Name: DB2KWEB1

Model: Compaq ML 530

Role: Web Interface Web Server

  • Form Factor Rack Mount
  • Processor Two 933MHz, Pentium III Xeon processors with 256KB level 2 Advanced Transfer Cache.
  • Memory 1 GB 133 MHz ECC SDRAM expandable to 4GB using 512 MB modules
  • Network Controller - NC3123 Fast Ethernet NIC PCI 10/100 controller
  • Drive Bays Four total 5.25" removable media bays (1) 1.44 MB floppy drive. One, is used for a 48x CDROM drive and the other for a Compaq Internal DLT 20/40
  • Internal Storage -218.4 GB Maximum Internal Hot Plug Storage Ultra2 and Ultra3 ready. Three 18.2 GB Hot Plug Ultra 3 hard drives are installed The Smart Array 5300 128 Cache Module with RAID ADG is configured for RAID 5.
  • Interfaces - One RJ-45 Ethernet port, two serial, one parallel, keyboard, mouse, and one graphics port, and external SCSI through knockout.

 

 

 

 

 

 

 

 

 

 

 

 

 

1. 3. Operating Systems Environment

 

Domain Configuration

Active Directory or NT Domain?

 

Active Directory

(NT Domains) Domain Model (Single domain, Master domain, Multiple-master, etc.):

 

N/A

(Active Directory) What Mode (native or mixed)?

 

Native

(Active Directory) Forest Name(s):

 

DABCC.COM

(Active Directory) Domain Name(s):

 

DABCC.COM

(Active Directory) DNS Namespace(s):

 

DABCC.COM

(Active Directory) Internal Namespace(s):

 

DABCC

DNS Server Name(s):

 

DB2KAD1, DB2KAD2

WINS Server Name(s):

 

DB2KAD2

DHCP Server Name(s):

 

DB2KAD2

 

TCP/IP Addresses

Enter the IP Address information for your network:

Network Address:

192.168.1.0

Subnet Mask:

255.255.255.0

Gateway:

192.168.1.254

Primary WINS:

192.168.1.1

Secondary WINS:

None

Primary DNS:

192.168.1.1

Secondary DNS:

192.168.1.2

Enter the IP Addresses for the servers you specified in the Hardware Environment section:

DB2KAD1

192.168.1.5

DB2KAD2

192.168.1.6

DB2KFS1

192.168.1.7

DB2KWEB1

192.168.1.8

DB2KCTX1

192.168.1.9

Enter the IP Addresses for all applicable networked printers:

HP 4M

192.168.1.15

HP 4000

192.168.1.16

HP 4000

192.168.1.17

HP LaserJet 4050 Color

192.168.1.18

HP OfficeJet 720

192.168.1.19

Enter the DHCP Range:

DHCP Range:

192.168.1.100 through 192.168.1.200

 


 

Active Directory Organizational Units (if applicable)

Name of OU

Description

Built-in

 

Default OU

Computers

 

OU for end-user devices

DABCC Users

OU for DABCC.COMs Microsoft Windows 2000 Active Directory Users and groups.

Domain Controllers

OU for Windows 2000 Active Directory Domain Controllers. Includes: DB2KAD1 and DB2KAD2.

Foreign Security/Principles

 

Default OU

Servers

OU for Windows NT/2000 servers. Includes: DB2KFS1 and DB2KWEB1

Users

 

OU default Active Directory Users and groups.

 

Domain User/Group Information


Group Name

Group Type

Members

Domain Admins

Security Group - Global

Administrator

Douglas Brown

Jim Worthington

Proof of Concept Users

Security Group - Global

Douglas Brown

Jim Worthington

Lonnie Huffaker

Andy Klopf

Troy Gentry

Helen Tamasi

Chad McGrath

Dan Morrow

Scott Houseman

Mark Nall

Douglas Shreve

Rob Voss

Scott Duer

Chad Kunz

 

Group Policy Information (if applicable)

Using WinNT 4.0 or Win2000 policies?

 

Win2000

Policy File(s) Location (for WinNT 4.0 policy):

 

N/A

Groups/Users affected by policies:

 

Administrators, Users

 

 

 

 

 


 

1. 4. Login Scripts

Logon_users.cmd

Logon_admins.cmd

 

1. 5. Printing Environment

 

Printer Name

Print Server Name

Driver

HP4M

DB2KFS1

HP 4M

HP4000West

DB2KFS1

HP 4000

HP4000East

DB2KFS1

HP 4000

HPColor

DB2KFS1

HP LaserJet 4050 Color

HPOfficeJet

DB2KFS1

HP OfficeJet 720

 

1. 6. Client Environment

 

Group Policy Information (if applicable)

Internal Workstation Operating System(s):

 

Windows 2000 Professional (office standard)

Windows 98 (legacy apps and device support)

Remote Workstation Operating System(s):

 

Windows 2000, Windows ME, 98 and 95, Apple Macintosh, other personal devices

Remote connectivity methods available:

 

Wireless, dial-in, DSL, cable, and TCP over the Internet

 

 

 

 


 

 

 

 

2. 0. Environment Setup Procedures

 

 

2. 1. Server Build Procedures

The Citrix MetaFrame Access Suite Server and all other servers used in the Proof of Concept will be configured to production standards according to D&D Consulting methodology, including server security and optimization. This is done so that if the Proof of Concept is successful, the server environment will become the foundation for the production MetaFrame Access Suite deployment.

For details regarding the design of the MetaFrame XP, MetaFrame Secure Access Manager, Web Interface, or the Secure Gateway for MetaFrame, refer to the MetaFrame Access Suite Design document provided by D&D Consulting.

The following is a basic checklist for a MetaFrame XP server:

q      Install Server Operating System with latest Service Pack and necessary Hotfixes