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

12. 5.    How to use Project Compatibility automate Driver Mapping

Project Compatibility was designed to speed up the process of creating compatibility print driver mappings.

 

The principles behind Project Compatibility are, simply put, to grab a list of MetaFrame XP servers, and then parse through their logs to find failed printer drivers and present those drivers to the administrator. From this core philosophy, Ive added a few other features and logic to account for every circumstance that I can think of.

The following is the workflow and logic behind Project Compatibility.

The first time you launch Project Compatibility, you will need to set the configuration options. You will be required to enter a NT 4.0 TSE, Windows 2000 and Windows Server 2003 printer driver database file. Project Compatibilitys logic will communicate with a MetaFrame XP with Feature Release 3 server through the MetaFrameCOM service (MFCOM) to enumerate the list of the MetaFrame XP servers in the farm and what platform (Windows 2000, Windows Server 2003 or Windows NT TSE) they are running on. This information is saved in memory and then written to an INI file for future use. Project Compatibility then loads as it would in future loads.

Now that it knows what servers are in the farm, it will parse through their application event logs for failed auto-created printers (Event IDs 1006 for Windows 2000, 1003s for Windows NT 4.0 TSE and 1007 for Feature Release 3 boxes, both (Windows 2000 and Windows Server 2003). If it finds one, it will verify that it is not a duplicate failed driver on a particular platform then save it to a list with other failed drivers along with the date of the failed event and the OS platform.

Once Project Compatibility has finished parsing all the MetaFrame XP Servers event logs, it will need to compare them against the following:

       If the failed driver was removed from the displayed list by the administrator, it will be prevented from being displayed in the list of failed drivers.

This function is not specific to the OS platform of the failed driver.

       If the failed driver already has an IMA mapping and the mapping was made after the date of the failed driver, it will be prevented from being displayed in the list of failed drivers.

This function is specific to the OS platform of the failed driver.

       If the failed driver already has an IMA mapping but the mapping was made before the date of the failed driver, it will be displayed in the list of failed driver with a specific icon stating that.

This function is specific to the OS platform of the failed driver.

Once Project Compatibility is finished with the list of the working drivers, it will compare each driver to the suggested driver database and present the failed driver and associated suggested drivers to the administrator in Project Compatibilitys graphical users interface (GUI) for the administrator to take action against.

 

12. 5. 1 System Requirements:

The following defines the minimum configurations and requirements for installing and operating Project Compatibility 3.0.

         Installed on at least one Citrix MetaFrame XP server with Feature Release 3 running Microsoft Windows 2000 and or Windows Server 2003.

         The MetaFrame XP Farm must be running in Native Mode.

         Microsoft .NET Framework 1.0 with SP2 must be installed on the MetaFrame XP Server that Project Compatibility will be installed on and run from. It does NOT need to be installed on any other server for Project Compatibility to do its job.

         Project Compatibility administrators need to have full administration access to the Management Console for MetaFrame XP and local administrator access to all the MetaFrame XP Servers to be monitored. If you do not have access to a server you will want to deselect that server.

         Internet access for use with the auto database update feature. (optional)

Note: Project Compatibility will monitor and configure drivers that failed on Microsoft Windows Terminal Server 4.0 (TSE) server running MetaFrame XP but can not be installed to run from a TSE server.

 

IMPORTANT! Project Compatibility 1.0, 1.1, 2.0 or 2.1 does not work on a MetaFrame XP with Feature Release 3 servers. Version 2.1 will monitor FR3 servers but can not be installed and run from one.

Important: As of release time, I have logged a few issues with running Project Compatibility on a Microsoft Windows 2000 Server with Service Pack 4. I have not been able to track these isolated cases to anything related to this application. If you experience issues then please refer to http://support.citrix.com/kb and search Service Pack 4 for the latest support information.

 

12. 5. 2 How to Install Project Compatibility 3.0

After complying with Project Compatibilitys system requirements, installation is straightforward.

Note: I recommend installing Project Compatibility on the MetaFrame XP control server. A control server is a server where the administrators publish their applications. (i.e., Management Console for MetaFrame XP, printer driver replication and other tasks like that) It can be smaller box dedicated for administrative use or possibly a dedicated data collector, if the load is low enough.

The following defines how to install Project Compatibility.

1.       Click Start click Run type: CMD and click OK. At the system prompt type:

change user /install and press enter.

2.       Double click on PC3.0.MSI to launch the installer.

 

3.       Click Next to continue with the install

4.       Click the I Agree radio button to accept the license agreement and click Next to Continue.

5.       Read the system requirements to verify you are in compliance and click Next to continue.

6.       You are now prompted to select the application destination. Enter a custom folder or accept the default.

 

Click to select the appropriate radio button to select who will use Project Compatibility and click Next. (I recommend you to select Everyone)

 

 


7.       Click Next to start the installation.

 

8.       Click Close to exit the installation.

9.       Click Start click Run type: CMD and click OK. At the system prompt type:

change user /execute and press enter.

 

You have now successfully installed Project Compatibility and are ready to address those dreaded failed printers.

 

 

12. 5. 3 How to Run Project Compatibility for the First Time

The first time you run Project Compatibility, the installation program will enumerate all the MetaFrame XP servers in the farm. You have the option to select the MetaFrame XP servers you want to analyze and a printer driver mappings database file for each platform.

The following walks you through the process of running Project Compatibility 3.0 for the first time.

 

1.       The first time you launch Project Compatibility, you will be required to select the desired MetaFrame XP servers to me monitored and the location of the Printer Driver mappings database file for Microsoft Windows Server 2003, Windows 2000 and Windows NT 4.0 Terminal Server Edition (TSE) server.

 

2.       During the installation of Project Compatibility the default database files are copied to the application directory. (By default \Program Files\DABCC.COM\PC\).

 

3.       If you will be using a custom mapping database file then click the Browse button in the Printer Compatibility Database section to select the desired printer driver mappings database file.

 

 


4.       Select the appropriate database file and click Open.

 

5.       Repeat the above procedures for the other two platforms and click OK when finished.

 


6.       You are now presented with Project Compatibilitys main console. The other three tabs are now accessible and fully functional.

 

7.       Press the Start button to analyze the desired servers.

 

8.       Click OK to proceed with analyzing MetaFrame XP servers. Do note this could take some time depending on the number of servers and size of their respective Event Logs.


9.       You are now presented with all the failed auto-created printers in the MetaFrame XP farm. You are ready to manage those printers with printer driver mappings.

 

 

On the following pages I describe the features you have at your disposal with just a click of a mouse.

 

 

 

 

 

 

 


12. 5. 4 Failed Printer Driver Mappings Tab

Once you have configured Project Compatibility, you are presented with the following interface and turned loose. From the Failed Printer Driver Mapping tab you have the ability to perform the following actions:

         Select a failed printer driver and configure a suggested or custom printer driver mapping.

         Remove a driver from being displayed in the list of failed drivers and view the selected drivers configured mapping.

         Reload and or Start an analysis for failed auto-created printers in the current MetaFrame XP farm.

 

 


Failed Driver by MetaFrame XP Farm

The Failed Drivers by MetaFrame XP Farm tree view not only displays a list of the failed drivers but represents each drivers status through a specific icon. It also displays an icon legend and a button to view a list of all the MetaFrame XP servers being monitored, just below the treeview.

The following gives a bit more information of the meaning of each icon.

Represents a driver that appears to be failing to auto-create and does not currently have a compatibility mapping in the IMA data store.

Represents a driver that has been mapped to a compatible driver through the current Project Compatibility session.

Represents a driver that currently has a drive mapping in the IMA data store but the printer is still failing to auto-create. You will want to verify the mapping and or verify that all requirements for auto-creating printers are met.

 

Click to select a driver to configure a mapping for.

 

 


Controls

Depending on the status of the last time Event Log analysis, you will have two different choices in the Controls section.

Start Control

By pressing Start, Project Compatibility will start analyzing the Event Logs of the configured MetaFrame XP servers for failed auto-created printers. Do note that this process could take a long time to complete depending on number of MetaFrame XP servers and the size of their respective Event Logs.

You will only see the Start option at load time and after the application settings have changed.

Reload Control

By pressing Reload, Project Compatibility will start analyzing the Event Logs of the configured MetaFrame XP servers for failed auto-created printers. Do note that this process could take a long time to complete depending on number of MetaFrame XP servers and the size of their respective Event Logs.

You can perform a Reload anytime during a Project Compatibility session.

 

Failed Auto-Created Printers

When you select a driver in the tree view or by default, the first driver in the list is displayed in the Failed Auto-Created Printers box. You have the ability to click the Back or Next button to navigate through the list of failed drivers.

You are presented with the Operating System, platform, of the failed printer driver(s). This is very important to note, because the compatible server-side driver must be of the same platform.

You can also click the Remove from List button to prevent the driver from being viewed in future sessions. This is useful for printer drivers that will never have a mapping. (e.g., fax printers and Adobe Acrobats printer driver)

 


Select a Printer driver to Associate with the Above Failed Driver

Once you have selected a printer driver, Project Compatibility will compare it against the database of suggested mappings and then present the results to you in the Suggested Printer Driver box. The Select a printer driver to associate with the above failed driver dialog box consists of two sections.

The first section, Suggested printer driver, contains of a list of suggested printers. When an administrator selects a failed printer driver, Project Compatibility compares it to the appropriate mappings database file and presents any known mappings in the listbox.

Click the suggested driver radio button to enable the suggested driver list. Click the desired driver and click the Add button to create a mapping between the suggested printer driver and the failed driver to the MetaFrame XP farm.

The second section, Custom printer driver mapping, gives the administrator the ability to manually enter a customer driver or select a driver from a drop-down list of the platforms local printer drivers.

Click the Custom printer driver mappings radio button. If you will be entering your own manual mapping then type in the printer driver name and click the Add Custom button.

You can also click to drop down the combo box to reveal a list of all the server side printer drivers that were loaded during the installation of the pertinent operating system.

Note: You are not allowed to have multiple mappings for the same driver, so Project Compatibility will prompt you if you are trying to add another mapping for a printer driver. You will then have the ability to overwrite the previous mapping


Configured Compatibility Printer driver Mapping

Last, but not least, the Configured Compatibility Printer driver dialog box displays the associated server-side printer driver mapping for the selected failed printer if one is configured.

 

To view and edit all of the configured printer drivers mappings in the MetaFrame farm, click the IMA Printer Driver Mappings tab. This allows you to view, edit and or delete all the printer drivers found in the IMA data.

 


12. 5. 5 IMA Printer Driver Mappings Tab

From time to time you may want to view or edit the printer driver mappings that currently exist in the MetaFrame data store. Project Compatibility has broken the mappings down into two sections: 1) printer driver mappings that were in the data store upon application load time and 2) printer driver mappings that were made during the current Project Compatibility session. You have the ability to delete and or edit any of the compatibility mappings.

 

How to View & Edit Printer Driver Mappings from the IMA Data Store

The following defines how to view, edit and delete printer driver mappings from the IMA data store.

1.       Launch Project Compatibility and click the IMA Printer Driver Mappings tab.

 

2.       The IMA Printer Driver Mappings section displays a list of all the printer drivers that were found in the data store upon load time.

 

In the Session Printer Driver Mappings section is the printer driver mappings that were added during the current Project Compatibility session.

To remove a driver mapping from the IMA data store all you need to do is select the printer driver mapping, from both sections, and click the Delete button.

 

 


3. If you want to edit an existing compatibility mapping then all you need to do is:

Double click on the desired mapping you want to edit

-or-

Click to select the mapping you want to edit and click the Edit button

 

Once you have selected the desired mapping you will be brought to the Edit Mapping window. Edit the mapping as desired and click OK when finished.

 

 

 

 


12. 5. 6 Installed Printer Drivers Tab

The Installed Printer Drivers tab allows you to view all the printer drivers installed throughout the MetaFrame XP farm and or per server along with the following features.

         View a printer drivers registry details.

         View if a printer driver is an OS native printer driver or a third party printer driver.

         Create a compatibility mapping to the server-side driver.

 

Click the Installed Printer Drivers tab to view all the printer drivers installed in the MetaFrame XP farm. In the left hand treeview you will be presented with all the printer drivers and their OS platform.

If you click on a printer driver you will be presented with a list of all the MetaFrame XP servers where the printer driver is installed on.

 


How to Reload All Installed Printer Drivers

The first time, after a program start and or option change, you click to visit the Installed Printer Drivers tab, Project Compatibility will contact the IMA through the MFCOM to enumerate any printer drivers installed in the farm and will analyze the farms servers registry for driver details. Any time after, the settings will be retained unless the administrator clicks on the Reload button.

 

All Farm Installed Printer Drivers Properties

The first sub interface I will define is the one with a list of all the printer drivers in the farm.

 

How to View Server Drivers

The following defines how to view all printer drivers installed on a particular MetaFrame XP server.

1.       Click to select the Installed Printer Drivers tab Click on the desired printer drivers to enumerate a list of MetaFrame XP servers where the driver is installed on right click on the desired MetaFrame XP server to view a list of properties Click View Server Drivers.

 


2.       Click OK to view a list of printer drivers on the desired server.

 

3.       You are now presented with a list of printer drivers on the desired MetaFrame XP server. The screen has properties of its own and the printer drivers icon depicts if its a native and or third party driver.

 

 

 

 

 


How to View a Printer Drivers Registry Details

The following defines how to view a printer drivers registry details.

1.       Click to select the Installed Print Drivers tab Click on the desired printer drivers to enumerate a list of MetaFrame XP Servers where the driver is installed on right click on the desired MetaFrame XP Server to view a list of properties Click Driver Details.

 

2.       On the left pane you are presented with the drivers details pulled from the printer drivers registry entry on that particular server. Click the Close button when finished to return to the all drivers list.


How to Add a Client Side Compatibility Printer Driver Mapping

The following defines how to assign a client side compatibility mapping.

 

1.       Click to select the Installed Print Drivers t