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. 2.        Installing Microsoft Windows Server 2003

If during the design phase you documented to take advantage of the awesome benefits of Windows Server 2003 then we are finial ready to get down and dirty and break out that new hardware and install some software. 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 Server 2003:

 

 

1.      From the desired server insert the Microsoft Windows Server 2003 CDROM and press any key to boot from it.

2.      Hit the Enter button on the keyboard to continue.

3.      Hit the F8 key to agree to the license and continue.


4.      Select the drive you want to create the system partition on and hit Enter to continue or C to create a partition and save the remaining space for a data partition.

 

5.      Select Format the partition using NTFS file system (Quick) and hit Enter to contiune.


6.      Click Next to continue.

 

7.      Enter your name and organization and click Next to continue.


8.      Enter the product key and click Next to continue.

 

9.      Select the appropriate licensing mode and click Next to continue.


10. Enter the computer name and administrator password and click Next to continue.

Note: 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.

 

 

11. Enter the appropriate date, time and time zone and click Next to continue.


12. Click to select the Custom settings radio button and click Next to continue.

 

13. Double click on Internet Protocol (TCP/IP)


14. Enter the appropriate TCP/IP address information documented during the design phase. Click the Adanced button.

 

15. Click the DNS tab. It is required to enter the FQDN for the domain the server is a part of in the DNS Suffix for this connection text box.


16. Click the WINS tab. Click the unselect the Enable LMHOSTS lookup checkbox. Click Add to enter any WINS servers on the network. When finished click OK to continue.

 

17. If the server will be joining a domain then enter the domain name and click Next to continue.


18. Setup will now continue with the installation and it will reboot the server when finished.

 

19. When installation is completed, login to the server.

20. Click Start click Control Panel click Add or Remove Windows Components.


21. You are now prompted to select the components that Windows Server 2003 will use. For a Terminal Services enviromment I recommend making a few modifications.

22. Double click Internet Explorer Enhanced Security Configuration.

 

23. If you would like the ICA users to be able to browse the web then it is required to unselect For all other user groups checkbox. I would also uncheck the For administrator groups checkbox but do beware of malicious content. Click OK when finished.


24. Click to select Terminal Server checkbox and click Next to continue.

 

25. Read the following and click Next to continue.


26. The next screen asks you to set the Windows Server 2003 security default permissions. If you will be installing legacy applications, and at this time most are, then you will really need to test your apps under the Full Security. (Q298372) Permissions Mode Behavior Under Terminal Services

 

 

27. Click Finish to continue.

28. Click Yes to reboot to apply system changes.


29. Login as administrator and click Start click Control Panel click on the System applet icon click the Avanced tab and then click the Settings button.

 

30. Click to select the Advanced tab and then click the Change button.


31. In the Initial size and Maximum size text boxes you will want to set them to 2.5 times the amount of physical memory. Click the Set button to commit changes.

32. Click OK to accept the reminder to reboot for change to take affect and then click OK, click OK and click Yes to restart the system.

33. Install and configure and drivers. 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 click Run then 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 click Run then type: change user /execute click OK.

34. 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.

35. 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 Network Connections right click on the LAN connection click Properties click Configure click the Advanced Tab

 

The server is now ready for a clean installation of Citrix MetaFrame XP Server with Feature Release 3.

 

4. MetaFrame IMA Data Store Installation & Configuration

During the design phase of the project plan, you decided which server would act as the data store.

Below I have documented the following:

         If you will be utilizing a Microsoft SQL solution, follow the steps documented below.

         If you will be utilizing an Oracle solution, please refer to the MetaFrame XP Server Advanced Concepts guide.

         If you will be utilizing a Microsoft MSDE solution, follow the steps documented below.

         If you will be utilizing a Microsoft Access data store solution please refer to the MetaFrame XP Server installation instructions below as the MS Access data store will be installed by the MetaFrame XP Server installation on the first server in the farm.


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