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

4. Infrastructure Design

During the Infrastructure Design you will be required to define and document any changes and or additions to the customers infrastructure, file shares added, users and or groups added or changed, any login script modifications and any infrastructure modifications required due to the Infrastructure Assessment.

The Infrastructure Design deliverable consists of the following three sections:

       File Storage

       Logon Scripts

       Infrastructure Modifications

 

The following is an example of an Infrastructure design:

 

4. Infrastructure Design

 

The MetaFrame Infrastructure Design defines the logical structure that will be used to deploy MetaFrame XP with Feature Release 3, MetaFrame. In the following design D & D Consulting will define any modifications to DABCC.COMs existing infrastructure. This will include such components as, file shares, users and or groups, login scripts, etc...

The Infrastructure Design section of the Design Phase consists of the following sections:

       File Storage

       Logon Scripts

       Infrastructure Modifications

 

 

 

 

 

 


4. 1.        File Storage

In this section, you will want to define the file storage architecture required. In order to properly deploy the MetaFrame Access Suite, a number of network file shares are required for both application and user specific information.

I highly recommend storing this data utilizing Microsofts Distributed File System (DFS). DFS gives you the ability to create a virtual file structure that always stays the same no matter the changes made to the server and data locations.

Note: For more information on DFS, please refer to Distributed File System (DFS): Best Practices and Troubleshooting Guide. (http://www.dabcc.com\win2k\docs\Distributed File System - Best Practices and Troubleshooting Guide.doc)

The following are the required shares needed for a MetaFrame installation:

      Terminal Services specific home directory (required)

      Terminal Services specific profile directory (required)

      ICA Client Update Configuration database (highly recommended)

      Installation Manager application packages (required for IM)

      System Policies (required for MetaFrame XP Server that are not part of a Windows 2000 Active Directory domain.

      MetaFrame Password Manager File Share Directory Service centrally stores all MetaFrame Password Managers configuration and password information.


The following is an example of a File Storage Design:

 

4. 1. File Storage

 

In keeping with the vision of achieving access, on demand, a number of file shares will be needed for the proposed MetaFrame Access Suite environment.

The following file shares will be utilized.

UNC Path:

Purpose:

\\dabcc\dfsroot\CitrixSync$

MetaFrame Password Managers configuration and password data store

\\dabcc\dfsroot\imapps

Installation Manager Application Share

 

\\dabcc\dfsroot\tsusers

Citrix users Home Directory

 

\\dabcc\dfsroot\tsprofiles

Citrix users Profiles Directory

 

\\dabcc\dfsroot\icadatabase

Citrix Client Update database

 

\\dabcc\dfsroot\tspolicies

Citrix specific policy share for MetaFrame XP Server who are members of Windows NT 4.0, workgroup and or Novell Netware environments

 

 

 


4. 2.        Logon Scripts

The section defines any changes needed to the logon scripts and the reasons why. During the Infrastructure Assessment section you would have analyzed any existing login scripts and if you think any changes are needed you will want to document here. In addition, if you will be implementing any drive mappings, environmental variables and or any other changes, you will want to document them here.

 

The following is an example of a Logon Scripts Design:

 

4. 2. Logon Scripts

 

No modification will be made to DABCC.COM current logon scripts.

 

 


4. 3.        Infrastructure Modifications

This section defines the changes required to the existing infrastructure in order to successfully scale and support the proposed MetaFrame Assess Suite solution. This would include the following:

       Define any physical environment changes needed such as use of servers, hubs, switches in the proposed environment

       Define any network drives letters that will be utilized and their purpose.

       Define any user / group accounts that will need to be added and or edit and their purpose.

 

The following is an example of an Infrastructure Modifications Design:

 

4. 3. Infrastructure Modifications

 

Keeping with the key points of the project vision, DABCC.COM will be implementing the following network modifications.

 

Existing Infrastructure Modifications

The following ports on the Cisco Catalyst 2948G-L3 switch will be utilized for the four proposed MetaFrame XP Servers.

 

Ports

Device

9

DB2KCX1

10

DB2KCX2

11

DB2KCX3

12

DB2KCX4

 

 

Client Drive Mapping

Client drive mapping is built into the standard Citrix device redirection facilities and the client drives appear as a network type (Client Network) in Network Neighborhood. The clients disk drives are displayed as shared folders with mapped drive letters. These drives can be used by Windows Explorer and other applications like any other network drive.

By default, the drives on the client system are all automatically mapped. If the MetaFrame XP Servers drives were not remapped during installation of MetaFrame then the client drives will, by default, start with V$ and continue mapping all available client disk drives and CDROMS in ascending order. If they were remapped then the client drives will start with C$. The client drive letter is a configurable setting via the servers registry. (this is a per server setting, so if you choose to change the default drive letter then you will need to make the change on all your MetaFrame XP Servers) Remember if you configure MetaFrame to automatically auto-create drive then you will need to make sure enough drive letters are available.

You can configure client drive mapping farm wide or with the release of MetaFrame XP with Feature Release 3 you can configure on a user / group basis.

 

 

 

 

 

The following networks drives will need to be created:

 

Drive Letter

Purpose

Y:

Terminal Server specific user home directory (this drive will be hidden from the users view)

V:

Client C: drive (if available)

U:

Client D: drive (if available)

 

 

User/Group Modifications

The following user / groups will need to be added to the DABCC.COM domain in order for proper functionality of the proposed MetaFrame XP farm.

User / Group Name

Purpose

CTX Admin

MetaFrame Full task administrators

CTX Admin (Read-Only)

MetaFrame view-only administrators

CTX Users

All MetaFrame Users

CTX Office XP Users

MetaFrame Office Users

CTX Outlook Users

MetaFrame Outlook Users

CTX Visio Users

MetaFrame Visio Users

CTX Client Access Users

MetaFrame IBM Client Access Users

CTX Notes Users

MetaFrame Notes Users

CTX Users (High Bandwidth)

Used to tweak MetaFrame for high bandwidth

CTX Users (Low Bandwidth)

Used to tweak MetaFrame for low bandwidth

CTX Server to Client Redirection Users

Server to Client Content Redirection Users Group

CTX IM

Installation Manager Service Account

 

The following will be added to the Terminal Services Profile tab of every domain account the will be logging in to the MetaFrame farm.

 

\\dabcc\dfsroot\tsprofiles\%username%

Added to the User Profile section

\\dabcc\dfsroot\tsusers\%username%

Added to the Terminal Services Home Directory section

 

 

 

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