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. 5.        How to Add Licenses through the Management Console for MetaFrame XP

Now that you have successfully installed MetaFrame XP Server with Feature Release 3, you will need to install the appropriate MetaFrame licenses. MetaFrame XP licensing consists of several licensing codes, which are strings of characters that you use during the licensing process.

When you add the licenses to the server farm for the first time, you will need to enter a MetaFrame XP 1.0 server and connection license. If you will be deploying or upgrading to Feature Release 3 then you will also need to install a server and connection license.

You will find those licenses on the inside label of the Citrix software package and if you will be upgrading you will be able to retrieve and fulfill the subscription advantage membership through www.mycitrix.com Citrix software generates other strings that you use in connection with Citrix licensing.

The following details how to install the necessary MetaFrame XP with Feature Release 3 licenses.

1.     Being this is the first time you will be launching the Management Console for MetaFrame XP after the install of Feature Release 3 you will notice a new feature, Pass-Through Authentication. When you enable pass-through authentication, Management Console for MetaFrame XP uses your local workstations user credentials and passed it through to the server. You can log on without re-entering credentials.

Check the Enable pass-through authentication checkbox and click the appropriate radio button to select the MetaFrame XP Server you will be connecting to. I highly recommend connecting to a data collector to give you the best performance with the least amount of network traffic. Click OK when finished.


2.     Right click Licensing and click Add License.

 

3.     Enter the MetaFrame XP or Citrix MetaFrame Conferencing Manager serial number. Remember you will need both a server and connection license for both MetaFrame 1.0 and Feature Release 3. FR3 will automaticly load Feature Release 1 and 2 licenses.

 

4.     Click No because you will activate the license later.

You have now successfully added the appropriate licenses. Remember you have 35 days to activate the license or you the server will stop accepting connections.

6. Install Image Applications

You are now ready to install the applications that were specified as image application during the Applications section of the Design phase.

In order to install an application on a Terminal Services server you need to configure the server for install mode. Terminal Services uses a special installation mode for installing applications for multi-user use. This mode is activated by installing an application through the Control Panel Add/Remove Programs applet or by using the command "Change User /Install" prior to installing an application. Once you have finished installing the application you are required to return to normal execution mode by using the command "Change User /Execute".

The default Terminal Services mode is Execution mode. The server starts in Execution mode when you start the system. The system is not operating in a global fashion when it is in Execution Mode. That is, the system expects many concurrent user sessions. This requires that the system keep sessions completely separate from each other, including the user at the system console. For instance, every user has a Windows and Windows\System directory that no one else uses. If an application requests the location of the system root, the system will point the application to the user's Windows directory rather than the actual Terminal Services system root.

The following is the command switch available for the change user command.

 

Y:\>change user /?

Change Install Mode.

 

CHANGE USER {/EXECUTE | /INSTALL | /QUERY}

 

/EXECUTE Enable execute mode (default).

/INSTALL Enable install mode.

/QUERY Display current settings.

 

 

Important! If you will be implementing client to server content redirection and you install an application(s) that you would like to take advantage of client to server redirection with then you will need to update the IMA data store with the latest file types from the local registry. To do this right click on the server that the application(s) were installed on and click Update File Types from Registry or right click on the Farm node and click Update File Types from Registry.

7. Rapid Server Deployment

Rapid deployment of MetaFrame XP Servers gives you the following benefits.

       The ability to deploy a MetaFrame XP Server in minutes rather than hours

       The ability to guarantee consistency amongst MetaFrame XP Servers

You can accomplish this through server cloning or scripted unattended installations as documented below.

 

Note: With the release of MetaFrame XP with Feature Release 3, the installation application is a Microsoft Installer package that gives us the ability to create .mst files for rapid deployment. I will be documenting this for the next release.


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