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

2. Testing your New MetaFrame Access Suite Environment

You will now need to test your new MetaFrame XP environment to identify and correct any issues with the MetaFrame XP architecture and implementation prior to the production rollout. You will be tasked to test the functionality and stability of the new farm.

Keeping with the scope of this document you will not be required to perform full regression testing. Instead, you will need to test all of the components / features to verify they meet the requirements set forth in achieving the vision of the project as well as allowing room for growth. This is done by testing all the features of MetaFrame Access Suite from a variety of clients that you will be supporting, verifying server failover, and you will also want to clean up any error messages that might appear in the Event Viewer of a MetaFrame XP Server.

In the following section, you will find test schemas that I feel are a great starting point for testing your farm. Take these schemas and expand upon them to include everything you will be required to test. You will use these schemas are part of the end-user pilot welcome kit.

If during testing you found issues then you will need to go back and correct them and change the documentation to reflect and changes to the MetaFrame Access Suite environment. Once you have successfully tested and completed any changes you will be ready to move on to a pilot rollout. A pilot is important in that it provides a real world test environment.

If you will be required to do more regression and scalability testing then you can leverage the Citrix Server Test Kit to your advantage. The Citrix Server Test Kit is an automated tool that allows you to run various user load tests. The CSTK allows the Citrix administrator to simulate various user loads by using application simulation scripts. The scripts simulate various usages of typical software applications and run without any user interaction.

For more information and to download please visit: http://apps.citrix.com/cdn/SDK/cstk_sdk.asp

If anyone out there has any expertise with the CSTK and would like to contribute a how to for this document then please email dbrown@dabcc.com.

 


2. 1.        Identifying Bottlenecks in a MetaFrame XP Server

There are many factors that can lead to resource bottlenecks in a MetaFrame XP server environment. Each of the four subsystems (CPU, Memory, Disk, and Network) in a server can be reach a performance bottleneck. Built-in limitations in the Windows kernel can masquerade as a hardware bottleneck. Server configuration changes, software bugs, and software limitations all can limit performance and scalability in a multi-user Windows environment. The following list of Performance Monitor counters (and suggested thresholds) can assist in identifying the source of a bottleneck.

 

Counter

Description

Thresholds

Processor: %ProcessorTime_Total Instance

Percentage of elapsed time a CPU is busy executing a non idle thread

High value is a concern only if accompanied by an aggravated System: Processor Queue Length sum greater than 12 X # of CPUs) or growing with % Processor Time greater than 80-90%

System: Processor Queue Length

Number of threads in the processor queue. Ready threads only, not threads that are running

Greater than 12 X # of CPUs for 5-10 minutes or with %Total Processor Time of 80%-90%.

System: Context Switches/sec

Combined rate at which all CPUs are switched from one thread to the other. Occur when a running thread voluntarily relinquishes the CPU, is preempted by a higher priority thread, or switches between user mode and privileged mode to use an executive or subsystem service.

Must be baselined to determine if excessive context switching occurring

Memory: Available Bytes

Amount of physical memory available to processes in bytes

If less than 25% of physical, monitor paging closely

Memory: Pages/Sec

Number of memory pages read from disk or written to disk to resolve memory references that were not in memory at time of reference.

Greater than 100 not a problem unless accompanied by Low Available memory or high Disk transfers/sec .

Memory: Pages Output/sec

# of pages written to disk to free up space in physical memory.

If this rate is high along with high Pages/sec and low Available memory, system is low on memory.

Logical Disk: Transfers/sec (for pagefile disk)

Rate of read and write operations on the disk

Sustained Disk Transfer to the disk where the page file exists, along with low available bytes and high Pages/Sec points to a memory bottleneck.

Paging File: %Usage

Percentage of page file in use

If greater than 75% of pagefile in use, consider increasing RAM.

Memory: Commit Limit

Amount of Virtual memory that can be committed without extending page file.

Gives insight into if page file is large enough


 

Counter

Description

Thresholds

Server: Pool Paged Pool Failures

# of times allocations from Paged pool have failed

If >1 on a regular basis, not enough system memory or the page file is too small

Logical Disk: Average Disk Queue Length

Average Number of both read and write requests queued

If >2-3 for a single disk and Disk Transfers/sec is high selected disk is bottleneck. For Disk Arrays, divide Avg Disk Queue Length by number of disks in array. If this number >2, then disk subsystem is a bottleneck.

Logical Disk: Disk Transfers/sec

Workload being experienced by drive. Rate of read and write operations (I/Os per second) on the selected disk.

>100 consistently for single drive, check Average Disk sec/transfer counter

Logical Disk: Average Disk sec/transfer

Time in seconds of average disk transfer

.035 sec indicates selected disk drives response is slow

Logical Disk: Disk Bytes/sec

Rate bytes are transferred to or from the disk during read or write ops.

Sum this counter for each drive connected to SCSI controller. If value is greater than 80% of theoretical throughput, disk subsystem is bottleneck.

Logical Disk: Split IO/sec

Rate that I/Os to the disk were split into multiple I/Os

If higher than normal, ensure disks are not fragmented

Network Interface: Output Queue Length

Length of Output packet Queue

If greater than 3 for 15 minutes or more, NIC is bottleneck

Network Segment: %Network Utilization

% of network bandwidth in use on this segment

For Ethernet networks, if value is consistently about 50%-70%, this segment is becoming a bottleneck.

Network Interface: Bytes Total/sec

Rate at which all bytes are sent and received on selected interface, including overhead

If consistently close to maximum actual throughput of your network, this interface is a bottleneck.

Network Interface: Packets Outbound errors and Received Errors

# of outbound packets that could not be transmitted or received because of network errors

.>1, this nic is experiencing network problems and is a potential bottleneck

Redirector: Current Commands

# of requests to the redirector that are currently queued for service

If this number is much larger than the number of network adapter cards installed in the computer, then the network(s) and/or the server(s) being accessed are seriously bottlenecked.

Server: Work Item Shortage

# of times STATUS_DATA_NOT_ACCEPTED was returned at receive time

>3 Indicates Win2k has not allocated sufficient InitWorkItems or MaxWorkItems.


 

Counter

Description

Thresholds

Process: Working Set_Total Instance

Working Set is the current number of bytes in the Working Set of this process. The Working Set is the set of memory pages touched recently by the threads in the process. If free memory in the computer is above a threshold, pages are left in the Working Set of a process even if they are not in use. When free memory falls below a threshold, pages are trimmed from Working Sets. If they are needed they will then be soft-faulted back into the Working Set before they leave main memory.

Consistently at or above Physical Memory

 

 

These Counters and thresholds are based on my experience, as well as documents from Microsoft, HP/Compaq, Dell, IBM, and Citrix. Some thresholds may require adjustment for your environment.

 

 

 

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