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. 1.        Installing Microsoft Windows 2000

If the project plan depicts to install Microsoft Windows 2000 Server then we are now ready to get down and dirty and break out that new hardware and install some the OS. 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 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

 

Note: Windows 2000 allows passwords of up to 127 characters. I recommend that the Administrator account password is at least nine characters long and that it includes at least one punctuation mark or non-printing ASCII character in the first seven characters. In addition, the Administrator account password should be unique from server to server.

 


 


Step

Description

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, and 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 Web Interface during the install. I do not recommend this; I try to keep Web Interface separated from my application servers. If you must install Web Interface on a MetaFrame XP 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.

 

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

 


 

Step

Description

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

 

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. The following link has some great information on how to tune the Novel client for optimum performance. http://www.ithowto.com/novell/clientspeed.htm

 

23.

Install Microsoft Service Pack 3

http://www.microsoft.com/windows2000/downloads/servicepacks/sp3/default.asp

 

Note: I DO NOT recommend you install Microsoft Service Pack 4 for Windows 2000 yet. Please keep your eyes on dabcc.com for more info on the problems SP4 cause and possible resolutions.

 

24.

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

 

http://www.microsoft.com/windowsupdate

 

Note: Remember to use change user /install mode for any updates. For more information on change user /install mode please refer to Installing Applications later on in this section.

25.

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 Throttling Port Speed and Duplex Settings

  • Click Start click Settings click Control Panel click Network and Dial-Up Connections right click on Local Area Network click Properties click Configure click the Advanced Tab

 

26.

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

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

 

27.

Create and format any additional hard disk drives and partitions.

 


 

Step

Description

28.

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

  • Click Start click Settings click Control Panel double click the System applet click on the Advanced tab click Performance Options click Change

 

29.

Increase the Registry Size. 256 MB should be sufficient.

  • Click Start click Settings click Control Panel double click on the System applet click Advanced tab click Performance Options click Change

 


3. 1. 1 How to Install the Microsoft Data Access Components (MDAC 2.8)

In order to keep current with the latest version of Microsofts Data Access Components and to guarantee the IMA service runs at peak performance I recommend you install MDAC version 2.8.

The current version of MDAC is 2.8. You can download and install MDAC 2.8 from .

 

Note: Before installing, an updated MDAC version, be sure to stop the MS Terminal Services Licensing service and the Independent Management Architecture service Restart the server before beginning MetaFrame XP installation.

 

1.      Click Start Run type: change user /install click OK.

2.      Double click on MDAC_TYP.EXE

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

4.      Click Finish


5.      Click Finish to reboot the server.

 

 

 

 

 

 


3. 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.

Note: If can be argued that if you are using a rapid server and application deployment mechanism then it is quicker to just reimage the server and not even mess with troubleshooting issues. I agree with this argument but from time to time it is nice to have the capabilities of the recovery console. Just dont let the engineering ego get in the way in troubleshooting issues that can easily be overcome by a reimage.

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.

3. 1. 3 How to Install Microsoft Windows Installer Service 2.0

Citrix MetaFrame XP Server with Feature Release 3 requires version 2.0 of the Microsoft Windows Installer service. This has become a non issue as Microsoft Service Pack 3 and above for Windows 2000 now includes the 2.0 version of the Installer service. If you will not be utilizing Service Pack 3 or above for Windows 2000 then please refer to the following steps.

The following details how to install Microsoft Windows Installer Service 2.0.

1.       Browse to the \support\msi20\ folder on the MetaFrame XP Feature Release 3 Server CD and double click instmsiw.exe.

 

2.       Setup will update the Windows Installer Service and prompt you to click OK to continue.

Note: If you experience any errors, please refer to the Windows Event Log.

3.       Click Yes to reboot the server.

 

 


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