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. 2.        Installing MetaFrame Feature Release 3 on Windows 2000

Now that we have prepared the network, installed and configured the data store, upgraded the Installer Service and remapped the drives, if required, we are ready to install MetaFrame XP Server with Feature Release 3.

If you have decided to install FR3 on a Microsoft Windows 2000 Server then perform the following installation instructions.

 

 

 


5. 2. 1 How to Create a New MetaFrame XP with Feature Release 3 Farm

The following defines how to create a new MetaFrame XP farm. If you will be using MSDE or Microsoft Access as the data store then the server will act as the host server.

1.      Insert the MetaFrame XP for Windows, Feature Release 3 Server CD and click the Install or update MetaFrame XP Server button.

2.      Click the MetaFrame XP Feature Release 3 button to launch the setup program.

3.      Click Next to continue.

 

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


5.      You are now prompted to select the correct MetaFrame family member you have licenses. This is important you select the correct product family member that corresponds to the license number you will be entering in later or you might experience problems later.

Click Next when finished.

 

6.      You are now prompted to select the product type for which you are licensed. Select the proper Product code and click Next.

Note: This information will be found on the CD license label. For this example, I am installing a Retail version


7.      You are now prompted to select the components you will be installing. If you will be installing Installation Manager, I highly recommend removing the Packager component. Open the Installation Manager Key and right click on Packager and click X Entire feature will be unavailable.

Note: If you would like to utilize the Program Neighborhood Agent ICA Client as the pass-through client then you will need to enable it for installation.

 

8.      Click Next when you are finished selecting components


9.      If you have selected to utilize the Program Neighborhood Agent as the pass-through client then you will be presented with the following screen asking you to enter the FQDN name of the Web Interface 2.1 web server.

 

10. Click to select the Yes radio button to give the end-users the ability to utilize Pass-Through authentication. Click Next to continue.

 


11. You are now prompted to create or join a server farm. Click the Create a new farm radio button and click Next.

 

12. Enter a server farm name in the Farm Name text box and select what type of Data Store that will be used as documented in the MetaFrame XP Farm Design section of the Design Phase Deliverable.

You also have the ability to select the Zone the new server will exist. For the first server in a farm I highly recommend using the default zone name.

Click Next when finished.


13. For this example, I have chosen a SQL Server as my Data Store so the next screen will prompt you to create the ODBC connection to the Data Store.

Enter a description in the Description text box and select the SQL Server from the Server drop down list. When finished click Next.

 

14. You are now prompted to select the authentication method. Click to select the With SQL Server authentication using a login ID and password entered by the user radio button. Enter the username and password that was entered in step 6 of the How to Create a MetaFrame XP Data Store with SQL Server 2000. Click the Client Configuration button.


15. Verify the TCP/IP radio button is selected. If not, then click to select it and click OK.

 

16. Verify the database created above is selected as the default database and click Next. If it is not already selected then click to check the Change the default database to checkbox and select the XP Data Store database and click Next.


17. Click Finish

 

18. Click the Test Data Source button.


19. Verify it reads TESTS COMPLETED SUCCESSFULLY and click OK.

 

20. You are now prompted to enter a user account to assign Farm Administrator access. I recommend accepting the default and adding / editing Farm Administrators later. As documented in the MetaFrame Delegated Administration section.

Click Next when finished.


21. You are now prompted to select how MetaFrame will deal with shadowing. Unless your customer requires disabling Shadowing support I recommend to accept the defaults and click Next to continue.

Note: I recommend accepting the default and with the use of policies, you will be able to assign shadowing rights on a user and or group basis.

 

22. Enter the TCP/IP port that the Citrix XML Service will listen on and Click Next.

Note: The default is port 80 and unless you have a reason for doing so, I recommend that you stick with the default across all servers in the farm.


23. If you will be running Web Interface 2.1 on the same server as MetaFrame and or neglected to remove IIS during install then Web Interface 2.1 will automatically be installed during setup. This screen asks whether you want your users to be able to browse to the root of your server (http://myserver) instead of requiring adding the path. This requires that you will not be presenting other data on this web server via browsing this URL. When finished click Next.

 

24. Verify the farm and installation settings are correct and click Finish.

 


25. Uncheck the View the Readme File checkbox and select the Launch the ICA Client Distribution wizard and click Close to continue

 

26. The ICA Client Distribution wizard opens. Click Next to continue.

 


27. Click Next

 

28. You are now prompted to select the ICA client ICA installation type. Click the Typical radio button and then click Next.

 


29. Click Finish.

 

30. Reinsert the Citrix MetaFrame XP Feature Release 3 Server CD and click OK.

31. Click Yes to restart the server and complete the installation of MetaFrame XP with Feature Release 3

 


5. 2. 2 How to Upgrade to MetaFrame XP with Feature Release 3

The following details how to upgrade the MetaFrame XP server, hosting the Microsoft Access data store to MetaFrame XP with Feature Release 3.

 

1.      As a best practice, I recommend you disable any virus software that might be running.

2.      After release of MetaFrame XP with Feature Release 3, Citrix found a few issues with upgrading from Feature Release 2 and re-released the Feature Release 3 code for those who are doing such upgrades. To prevent from experiencing any of the issues please download the updated FR3 code from CTX434343 - http://support.citrix.com/article/CTX434343.

3.      Once downloaded, please extract the installation files to a directory on your choosing and double click on Autorun.exe.

 

4.      Inset the Citrix MetaFrame XP with Feature Release 3 CD, the Citrix MetaFrame XP with Windows Feature Release 3 splash screen will appear. Click the Install or update MetaFrame XP Server button.

 


5.      Click the MetaFrame XP Feature Release 3 button.

 

6.      Click Next to continue.

 


7.      Click the I accept the license agreement radio button and click Next to continue.

 

8.      Click Yes to current with the upgrade of the current MetaFrame XP Server.

 


9.      With the release of Feature Release 3, Citrix has added the ability to restore to a previous version of MetaFrame XP. This can take a slew of disk space but with the size of drives we have today I highly recommend allowing setup to perform the backup. It might come in handy later. Click Finish.

 

10. Click the Launch the ICA Client Distribution wizard checkbox in order to upgrade the ICA Client update database to the 7.00 version. Insert the MetaFrame XP Components CD and click Close.

 


11. Click Next to continue to load the latest ICA Clients.

 

12. Click to select the Install from CD-ROM radio button


13. Click the Typical radio button and click Next to continue.

 

14. Click Finish to continue.


15. Click Yes to restart the server and complete the installation of MetaFrame XP for Windows, Feature Release 3.

 

You have now successfully upgraded to MetaFrame with Feature Release 3. You will want to perform simple login tests to verify everything is working properly. I would also check the Windows Event Logs for any errors and take corrective action.

 


5. 2. 3 How to Install Additional MetaFrame XP with Feature Release 3 Servers to a Farm

The following details how to add additional MetaFrame XP servers to an existing Farm.

1.      Insert the MetaFrame XP for Windows, Feature Release 3 Server CD and when the following screen pops up click the Install or update MetaFrame button.

2.      Click the MetaFrame XP Feature Release 3 button to launch the setup program.

3.      Click Next to continue.

 

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


5.      You are now prompted to select the MetaFrame family member you have the correct license for. This is important you select the correct product family member that corresponds to the license number you will be entering in late or you might experience problems later.

Click Next when finished.

 

6.      You are now prompted to select the product type for which you are licensed. Select the proper Product code and click Next.

Note: This information will be found on the CD license label. For this example, I am installing MetaFrame XPe.


7.      You are now prompted to select the components you will be installing. If you will be installing Installation Manager, I highly recommend removing the Packager component. Open the Installation Manager Key and right click on Packager and click X Entire feature will be unavailable.

Click Next when you are finished selecting components

 

8.      Click to select the Yes radio button to give the end-user the ability for Pass-Through Authentication. Click Next to continue.

 


 

9.      You are now prompted to create or join a server farm. Click the Join an existing farm and click Next.

 

10. Select the type of Data Store that the farm you want to join is using and select the zone you will be joining.

If you will be connecting to a Microsoft SQL Server then click Connect Directly to the database using ODBC.

 

 

 

 


11. If you will be connecting to a Microsoft Access or Microsoft SQL Server Desktop Engine (MSDE) data store then click to select the Connect to a database on this MetaFrame XP server radio button and enter the name of the MetaFrame XP server hosting the data store.

 

Click Next when finished.

 

12. If you choose SQL Server as the Data Store then the next screen will prompt you to create the ODBC connection to the Data Store.

Enter a description in the Description text box and select the SQL Server from the Server drop down list. When finished click Next.

 

13. You are now prompted to select the authentication method. Click to select the With SQL Server authentication using a login ID and password entered by the user radio button. Enter the username and password that was entered in step 6 of the How to Create a MetaFrame XP Data Store with SQL Server 2000. Click the Client Configuration button.

14. Verify the TCP/IP radio button is selected. If not then click to select it and click OK.

15. Verify the database created above is selected as the default database and click Next. If it is not already selected then click to check the Change the default database to checkbox and select the XP Data Store database and click Next.

16. Click Finish

17. Click the Test Data Source button.

18. Verify it reads TESTS COMPLETED SUCCESSFULLY and click OK.


19. You are now prompted to select how MetaFrame will deal with shadowing. Unless your customer requires disabling Shadowing support I recommend to accept the defaults and click Next to continue.

 

20. Enter the TCP/IP port that the Citrix XML Service will listen on and Click Next. The default is port 80 and unless you have a reason for doing so, I recommend that you stick with the default across all servers in the farm.


21. If you will be running Web Interface on the same server as MetaFrame and or forgot to remove IIS during install of Windows 2000 Server then Web Interface 2.1 will automatically be installed during setup. This screen asks if you would like your users to be able to browse to the root of your server (http://myserver) instead of being required to add the full path (http://myserver/citrix/metaframexp) Use this is the web server is not being used in any other faction. Click Next to continue.

22. Verify the farm and installation settings are correct and click Finish.

23. Click Close to continue. We will add this server to the central ICA Client database later.

24. Click Yes to reboot the server.

 

You have now successfully added an additional MetaFrame XP Server to the farm. Repeat the above steps until all implementation phase servers are installed.

 

Note: The first time any additional MetaFrame XP Servers are added to a farm it could take a few minutes to log in. This only occurs on the first reboot.

 


5. 2. 4 How to Add / Remove MetaFrame XP Components (IM, RM & NM)

The following defines how to modify the installed MetaFrame XP Components.

1.      Click Start click Settings click Control Panel Click Add/Remove Programs you are now prompted with a list all the applications installed on the MetaFrame XP Server, select Citrix MetaFrame XP for Windows, Feature Release 3 and click the Change button.

 

2.      Click the Modify radio button and click Next.


3.      Click Next when you are finished selecting components. I recommend that you NEVER install the Installation Manager Packager component on a MetaFrame application server in production. This component is meant for a dedicated server.

4.      Verify the selection and click Finish to complete the changes.

 

You have now successfully added/removed components of MetaFrame XP with Feature Release 3.

 


5. 2. 5 Tune Windows 2000 and MetaFrame XP Server

The following procedures are just a starting point, you might need to add or remove some of the following procedures. For a detailed list, please check out Rick Dehlingers MetaFrame Installation & Tuning Tips document and Ricks new tuning tips web site: http://www.tweakcitrix.com. It is the bible of MetaFrame tips and tricks. <