Category: Virtual Apps and Desktops

Citrix Director 2411

Last Modified: Dec 17, 2024 @ 11:36 am

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Change Log

Director Licensing – Premium Edition

Here’s a list of Director features that require CVAD Premium Edition licensing.

  • Up to a year’s worth of performance data
    • Other editions keep up to 30 days of performance data
  • Probes
  • Alerts
  • OS usage reporting
  • Application usage monitoring charts on Dashboard in CVAD 2407 and newer
  • Create customized reports
  • Reboot warnings
  • NetScaler Console integration – HDX Insight

See Citrix Docs Feature compatibility matrix for a list of which Director feature came with each version, and the licensing Edition needed for each feature.

Install/Upgrade Director 2411 on Standalone Server

Current Release vs LTSR – Director version 2411 is a Current Release, which is supported for 6 months from its release date. You are expected to upgrade it twice per year.

Install on Delivery Controller? – The Citrix Virtual Apps and Desktops (CVAD) Delivery Controller metainstaller has an option to install Director on the Delivery Controller machine. Or you can install Director on separate, dedicated machines.

  • If Director will connect to multiple sites/farms, then install Director on its own servers.
  • For small environments, it might be OK to install Director on the Delivery Controller machines. Otherwise, Director is usually installed on separate machines.
  • Director is an IIS website. If you install Director, then IIS is also installed.

Scripted install – To install and configure Director using a script, see Dennis Span Citrix Director unattended installation with PowerShell.

Manual installation – To install Director manually:

  1. Run AutoSelect.exe from the Citrix Virtual Apps and Desktops 2411 ISO.
  2. In the Extend Deployment section, on the bottom left, click Citrix Director.
  3. In the Licensing Agreement page, select I have read, understand, and accept the terms, and click Next.
  4. In the Core Components page, click Next.
  5. In the Delivery Controller page, it will ask you for the location of one Delivery Controller in each farm. Only enter one Delivery Controller per farm. If you have multiple Director servers, each Director server can point to a different Delivery Controller in each farm.
    • From Citrix Docs: Director automatically discovers all other Delivery Controllers in the same Site and falls back to those other Delivery Controllers if the Controller you specified fails. Click Test Connection, and then click Add.
  6. You can optionally force SSL/TLS for the Monitoring service by following the instructions at Data Access Security at Citrix Developer Documentation. Also see CTX224433 Error: “Cannot Retrieve Data” on Citrix Director Dashboard After Securing OData Interface Through TLS.
  7. In the Features page, click Next.
  8. In the Firewall page, click Next.
  9. In the Summary page, click Install.
  10. In the Finish page, click Finish.
  11. In IIS Manager, go to Default Web Site > Director > Application Settings, find Service.AutoDiscoveryAddresses and make sure it points to one Delivery Controller in the farm and not to localhost. From Citrix Docs: Director automatically discovers all other Delivery Controllers in the same Site and falls back to those other Delivery Controllers if the Delivery Controller you specified fails.
  12. If you built multiple Director servers, use NetScaler to load balance them.
  13. Reconfigure the default domain in LogOn.aspx since upgrading overwrote your domain name configuration.
  14. For info on the new monitoring features in Director, see Use Director below.

Director Default Web Page

From Carl Webster How to Make Director the Default Page within IIS: If Director is installed on a standalone server, do the following to set /Director as the default path. If Director and StoreFront are on the same server, then you’ll probably want StoreFront Receiver for Web as the default web page instead of Director.

  1. Open Notepad elevated (as administrator) and paste the following text: 
    <script type="text/javascript">
<!--
window.location="https://director.corp.com/Director";
// -->
</script>
  2. Adjust the window.location line to match your FQDN.
  3. Select File > Save As and browse to the IIS folder, by default C:\inetpub\wwwroot is the IIS folder.
  4. Select the Save as type to All types.
  5. Type a file name with an html extension and select Save.
  6. Open IIS Manager.
  7. Select the SERVERNAME node (top-level), and double-click Default Document, as shown in the following screen shot:
  8. On the right, click Add…,
  9. Enter the file name of the .html file provided in Step 5.
  10. Ensure the .html file is located at the top of the list, as shown in the following screen shot:

Director Domain Field

On the Director servers, locate and edit the ‘LogOn.aspx’ file. By default, you can find it at C:\inetpub\wwwroot\Director\Logon.aspx

In line 472 you will have the following. To find the line, search for ID=”Domain”.

<asp:TextBox ID="Domain" runat="server" CssClass="text-box" onfocus="showIndicator(this);" onblur="hideIndicator(this);"></asp:TextBox>

In the ID=”Domain” element, insert a Text attribute and set it to your domain name inside quotes. Don’t change or add any other attributes. Save the file.

<asp:TextBox ID="Domain" runat="server" Text="Corp.local" CssClass="text-box" onfocus="showIndicator(this);" onblur="hideIndicator(this);"></asp:TextBox>

This configuration prepopulates the domain field text box with your domain name and still allow the user to change it, if that should be required. Note: this only seems to work if Single Sign-on is disabled.

Director Tweaks

Session timeout

By default, the idle time session limit of the Director is 65 min. If you wish to change the timeout, here is how to do it:

  1. Log on to the Director Server as an administrator.
  2. Open the ‘IIS Manager’
  3. Browse to ‘Sites > Default Web Site > Director’ in the left-hand pane.
  4. Open ‘Session State’ in the right-hand pane.
  5. Change the ‘Time-out (in minutes)’ value under ‘Cookie Settings’
  6. Click ‘Apply’ in the Actions list

SSL Check

If you are not securing Director with an SSL certificate you will get this error at the logon screen.

To stop this:

  1. Log on to the Director Server as an administrator
  2. Open the ‘IIS Manager’
  3. Browse to ‘Sites > Default Web Site > Director’ in the left-hand pane.
  4. Open ‘Application Settings’ in the right-hand pane.
  5. Set UI.EnableSslCheck to false.

Disable Activity Manager

From Disable the visibility of running applications in the Activity Manager in Advanced Configuration at Citrix Docs: By default, the Activity Manager in Director displays a list of all the running applications and the Windows description in the title bars of any open applications for the user’s session. This information can be viewed by all administrators that have access to the Activity Manager feature in Director. For Delegated Administrator roles, this includes Full administrator, Delivery Group administrator, and Help Desk Administrator.

To protect the privacy of users and the applications they are running, you can disable the Applications tab from listing running applications.

  • On the VDA, modify the registry key located at HKLM\Software\Citrix\Director\TaskManagerDataDisplayed. By default, the key is set to 1. Change the value to 0, which means the information will not be displayed in the Activity Manager.
  • On the server with Director installed, modify the setting that controls the visibility of running applications. By default, the value is true, which allows visibility of running applications in the Applications tab. Change the value to false, which disables visibility. This option affects only the Activity Manager in Director, not the VDA. Modify the value of the following setting:
    UI.TaskManager.EnableApplications = false

Large Active Directory / Multiple Forests

From CTX133013 Desktop Director User Account Search Process is Slow or Fails: By default, all the Global Catalogs for the Active Directory Forest are searched using Lightweight Directory Access Protocol (LDAP). In a large Active Directory environment, this query can take some time or even time out.

If multiple forests, see Citrix Blog Post Using Citrix Director in a MultiForest Environment.

  1. In Information Server (IIS) Management, under the Desktop Director site, select Application Settings and add a new value called Connector.ActiveDirectory.ForestSearch. Set it to False. This disables searching any domain except the user’s domain and the server’s domain.
  2. To search more domains, add the searchable domain or domains in the Connector.ActiveDirectory.Domains field.

Site Groups

From Citrix Blog Post Citrix Director 7.6 Deep-Dive Part 4: Troubleshooting Machines:

If there are a large number of machines, the Director administrator can now configure site groups to perform machine search so that they can narrow down searching for the machine inside a site group. The site groups can be created on the Director server by running the configuration tool via command line by running the command:

C:\inetpub\wwwroot\Director\tools\DirectorConfig.exe /createsitegroups

Then provide a site group name and IP address of the delivery controller of the site to create the site group.

Director – Saved Filters

In Director, you can create a filter and save it.

The saved filter is then accessible from the right side of the Filters node by clicking the Saved Filters tab.

The saved filters are stored on each Director server at C:\Inetpub\wwwroot\Director\UserData. Each user has their own saved filters. The saved filters are not replicated across Director servers.

You can instead configure multiple Director servers to store the filters on a shared UNC path:

  1. Create and share a folder (e.g. DirectorData).
  2. The Director server computer accounts need Modify permission to the share.
  3. On each Director server, run IIS Manager.
  4. Go to Sites > Default Web Site > Director. In the middle, double-click Application Settings.
  5. Change the Service.UserSettingsPath setting to the UNC path of the new share.
  6. Repeat this on other load balanced Director servers.

Director and HDX Insight

You can connect Director to NetScaler Console (formerly ADM) to add Network tabs to Director’s Trends and Machine Details views. Citrix Blog Post Configure Director with NetScaler Management & Analytics System (MAS).

  1. Run “C:\inetpub\wwwroot\Director\tools\DirectorConfig.exe” /confignetscaler
  2. Select NetScaler Management and Analytics System

Director Grooming

If Citrix Virtual Apps and Desktops (CVAD) is not Premium Edition, then all historical Director data is groomed at 30 days.

For Citrix Virtual Apps and Desktops (CVAD) Premium Edition, by default, most of the historical Director data is groomed at 90 days. This can be adjusted up to 367 days by running a PowerShell cmdlet.

  1. On a Delivery Controller, run Get-MonitorConfiguration to see the current grooming settings.
  2. Run Set-MonitorConfiguration to change the grooming settings.

More details on Monitor Service data aggregation and retention can be found at Data granularity and retention at Citrix Docs.

Director Single Sign-on

You can configure Director to support Integrated Windows Authentication (Single Sign-on). Note: there seem to be issues when not connecting from the local machine or when connecting through a load balancer.

  1. Run IIS Manager. You can launch it from Server Manager (Tools menu), or from the Start Menu, or by running inetmgr.
  2. On the left, expand Sites, expand Default Web Site, and click Director.
  3. In the middle, double-click Authentication in the IIS section.
  4. Right-click Windows Authentication and Enable it.
  5. Right-click Anonymous Authentication and Disable it.
  6. Pass-through auth won’t work from another computer until you set the http SPN for the Director server. See Director 7.7 Windows Authentication not working with NS LB at Citrix Discussions.
  7. If Director is not installed on a Controller, then you’ll need to configure Kerberos delegation.
  8. If you are load balancing Director then additional config is required. See Director 7.7 Windows Authentication not working with NS LB at Citrix Discussions for more info.
    1. The FQDN for Director load balancing should be different than the FQDN for StoreFront load balancing.
    2. Create an AD service account that will be used as the Director’s ApplicationPoolIdentity.
    3. Create SPN and link it to the service account. 
      setspn -S http/loadbalanced_URL domain\user
    4. Trust the user account for delegation to any service (Kerberos only) (trust the Director servers for delegation is not necessary in this case). You have to create the SPN before you can do this step.
    5. In IIS manager, on the Application Pools (Director), specify the Identity as user we have created earlier.
    6. In IIS manager, expand Default Web Site, select Director, and open the Configuration Editor (bottom of the middle pane).
    7. Use the drop-down to navigate to the following section: system.webServer/security/authentication/windowsAuthentication
    8. Set useAppPoolCredentials = True, and useKernelMode = False. Click Apply on the top right.

  9. When you connect to Director you will be automatically logged in. You can change the login account by first logging off.
  10. Then change the drop-down to User credentials.

Director – Multiple Citrix Virtual Apps and Desktops (CVAD) Sites/Farms

  1. Run IIS Manager. You can launch it from Server Manager (Tools menu) or from the Start Menu, or by running inetmgr.
  2. On the left, expand Sites, expand Default Web Site, and click Director.
  3. In the middle pane, double-click Application Settings.
  4. Find the entry for Service.AutoDiscoveryAddresses, and double-click it.
  5. If Director is installed on a Controller, localhost should already be entered.
  6. Add a comma, and the NetBIOS name of one of the controllers in the 2nd Citrix Virtual Apps and Desktops Site (farm). Only enter one Delivery Controller name. If you have multiple Director servers, you can point each Director server to a different Delivery in the 2nd Citrix Virtual Apps and Desktops Site (farm).
    1. From Citrix Docs: Director automatically discovers all other Delivery Controllers in the same Site and falls back to those other Delivery Controllers if the Delivery Controller you specified fails.
    2. You can optionally force SSL/TLS for the Monitoring service by following the instructions at Data Access Security at Citrix Developer Documentation.

Director Process Monitoring

Director has Process Monitoring, which is detailed in Citrix Blog Post Citrix Director: CPU, Memory Usage and Process Information.

Process Monitoring is disabled by default. To enable it, configure the Enable process monitoring setting in a Citrix Policy. For Citrix Policies in a GPO, find this setting in the computer half of the GPO. Note: this setting could significantly increase the size of the Monitoring database.

Infra Monitor

Infra Monitor is available in Director 2407 and newer.

  1. In CVAD 2411 and newer, Infrastructure monitoring of Delivery Controllers is included by default. Delivery Controller 2411 and newer automatically include the monitoring agent.
  2. For StoreFront and PVS, download Citrix Infra Monitor 2411.
  3. On StoreFront servers and PVS servers, run CitrixInfraMonitor.msi.
  4. In the Welcome to the Citrix Infra Monitor Setup Wizard page, click Next.
  5. In the End-User License Agreement page, check the box next to I accept the terms and click Next.
  6. In the Destination Folder page, click Next.
  7. In the Ready to install Citrix Infra Monitor page, click Install.
  8. In the Citrix Infra Monitor installation complete page, notice the file path, and then click Finish.
  9. If you want HTTPS for the service, then see Citrix Docs.
  10. In Director 2411 and newer, click Infrastructure on the left, and on the top-right click Manage components.

    1. Select a Component type (PVS or StoreFront), enter Credentials, and click Create.
  11. If Director 2407:
    1. On the component machine, go to C:\programdata\Citrix\InfraMonitor and open the file. 
    2. If the Registration Token file disappears, then simply restart the Citrix Infra Monitor Service.
    3. On the Director server, in PowerShell, run the following command using the registration token you got from the file. Component can be either “SF” or “PVS”.

      Add-MonitorDirectorAgent -Fqdn <FQDN of component> -Component <component> -Domain <domain> -Username <username> -Password <password> -Token <token>
  12. After a few minutes, in Director, click Infrastructure, and your component should be shown. It’s not immediate so you might have to wait a few minutes.

Director Alerts and Notifications

Director supports alert conditions and email notifications. This feature requires Citrix Virtual Apps and Desktops (CVAD) to be licensed with Premium Edition. See Citrix Blog Post Configuring & Managing Alerts and Notifications Using Director for more information.

Director 2407 and newer have Advanced Alerts. For example: Machines failed to power on.

  • Go to Alerts and switch to the Advanced Alert Policies tab.
  • Director 2411 adds Data source with options for Machines, Provisioning Service, StoreFront, and Delivery Controller.
  • Scroll down to Conditions and select Condition types, Parameters, Options, and Metrics. The available options depend on the selected Data source and selected Condition.

  • You can apply the alert policy to a selected scope and exclude machines from that scope.

Director supports Hypervisor Alerts from vSphere and Citrix Hypervisor. The alerts are configured in the hypervisor (e.g., vCenter). When triggered, the hypervisor alerts can be viewed in Director. Director can send email notifications when hypervisor alerts are triggered. Director 2411 supports dismiss for multiple alerts (aka bulk alert dismissal).

  • Hypervisors can generate many alerts, but Director does not have a bulk method of clearing those alerts. Citrix wrote a PowerShell script named DismissAlerts.ps1 that runs a SQL query to clear the Hypervisor alerts.

To configure alerts in Director:

  1. While logged into Director, click the Alerts node.
  2. On the right, switch to the Email Server Configuration tab.
  3. Enter your SMTP information and click Send Test Message. Then click Save.


  4. Switch to the Citrix Alerts Policies tab.
  5. There are five high-level categories of alerts: Site Policy, Delivery Group Policy, Multi-session OS Policy (aka Server OS Policy), User Policy, and Infrastructure Policies. Click whichever one you want to configure.

    • CVAD 2407 and newer include Infrastructure Policies for PVS and StoreFront.
    • Infrastructure Policies have Categories, Conditions, Metrics, and Scopes.
  6. Director has built-in alert policies. All you need to do is add notification email addresses to the built-in policies.
  7. In Director 1811 and newer, in the Site Policy tab, click Edit for the built-in Hypervisor Health policy.

    • In the Send mails field, enter a destination email address and click Add. Click Save when done.
    • In Director 2407 and newer, some Conditions, like Unregistered machines, let you include a .csv file as an attachment.
  8. On the Delivery Group Policies tab, find the built-in Smart Alert, and then click Edit. Note: this Smart Alert might not appear until you create a Delivery Group in Citrix Studio.

    1. Notice the Conditions that are already enabled. You can change them or add more.
    2. At the bottom of the page, you can enter a destination email address and click Add. Then click Save.
  9. You can create custom Alert Policies by clicking the Create button on any of these tabs.
  10. For Multi-session OS Policy (aka Server OS Policy) and User Policy, there are ICA RTT alerts.
  11. Citrix has an experimental Desktop Notification Tool. See Citrix Blog Post Desktop Notification Tool For Citrix XenDesktop.

Director – Probes

If you are licensed for Premium Edition, then you can install probe agents on remote machines and the probe agents can periodically check if an application can be launched through StoreFront.

Custom Studio Role for Probe Administrator

  1. Create a new user account just for probe administration (e.g CORP\ProbeAdmin).
  2. In Citrix Web Studio, at Administrators, on the Roles tab, create a new Role with the permissions shown below.

    • Delivery Groups > Read-only
    • Director > Create\Edit\Remove Alert Email Server Configuration
    • Director > Create\Edit\Remove Probe Configurations
    • Director > View Applications page
    • Director > View Configurations page
    • Director > View Trends page
  3. On the Administrators tab, add an administrator, select your ProbeAdmin account, and assign it the custom Probe Administrator role that you just created.

StoreFront HTTP Basic Authentication

  1. In StoreFront Console, right-click your Store, and click Manage Authentication Methods.
  2. Check the box next to HTTP Basic, and click OK.

Install Probe Agent

To automate the installation and configuration of the Probe Agent, see CTX493268 Automating Citrix Probe Agent Installation and Configuration, or see CTA Dennis Span Citrix Application Probe Agent unattended installation.

On one or more remote machines, download and install the Probe Agent.

  1. Download the Citrix Application Probe Agent 2411. To see it, expand Components that are on the Component ISO but also packaged separately.
  2. On a physical machine in a remote office, install Workspace app 1903 or newer if it isn’t installed already.
  3. Run the downloaded CitrixProbeAgent2411.msi.
  4. In the Welcome to the Citrix Probe Agent Setup Wizard page, click Next.
  5. In the End-User License Agreement page, check the box next to I accept the terms, and click Next.
  6. In the Destination Folder page, click Next.
  7. In the Ready to install Citrix Probe Agent page, click Install.
  8. In the Completed the Citrix Probe Agent Setup Wizard page, click Finish.

Configure Probe Agent

  1. Every Probe Agent machine should have unique StoreFront test user credentials. Create unique accounts for each machine.
  2. From the Start Menu of the remote machine, launch Citrix Probe Agent.
  3. Click Start.
  4. In the Configure Workspace Credentials page, enter the StoreFront Receiver for Web URL, or enter a Citrix Gateway URL.
    • For Citrix Gateway, the Citrix Gateway Virtual Server must be configured with RfWebUI theme. Other themes, like X1 theme, do not work.
    • Probe Agent 2308 and newer support Citrix Gateway authentication that has Native OTP configured.
  5. Enter the username and password for the probe user for this machine.
  6. Click Next.
  7. In the Configure to Display Probe Result page, enter the URL to Director. Make sure you include /Director at the end of the URL.
  8. Enter the Probe Admin credentials and click Validate.
  9. Select a Site (farm) if there’s more than one.
  10. Click Next.
  11. In the View Summary page, you may close the window.
  12. Login to Director as the Probe Admin account.
  13. On the left, click Probes. On the right, click the Configuration tab.
  14. At the top of the page, select either Application Probe, or Desktop Probe.
  15. Click Create Probe.
  16. In the Create Probe page:
    1. Give the probe configuration a name.
    2. Select one or more Applications or Desktops to test.
    3. Select the registered Probe Agent machine(s) to run the probe from.
    4. Enter an email address for probe result notifications.
    5. Select one time per day to run the probe. You can create multiple probe configurations to run the probe multiple times per day.
  17. Click Save.
  18. The probe configurations are stored in the Monitoring database so there shouldn’t be any concerns with load balancing of Director.
  19. To view the probe results, switch to the Probe Runs tab.

Director – Custom Reports

In Director, in the Trends view, there’s a Custom Reports tab that guides you through creating a custom OData Query. This tab only appears if you have Citrix Virtual Apps and Desktops (CVAD) Premium Edition.

The Monitoring database contains more data than is exposed in Director. To view this data, the Monitoring service has an OData Data Feed that can be queried.

Use Director

The newer Director features usually require Delivery Controllers and VDAs to be at the same version or newer than Director. Director depends on the Monitoring Service that is built into the Delivery Controller. The Monitoring Service gathers data from the VDAs.

See Site Analytics at Citrix Docs.

See the various Troubleshoot topics at Citrix Docs.

Director 2411 new features

Director 2407 new tabs are shown on the left.

Director 2407 and newer have new features like Cost Optimization, Infrastructure Monitoring, Power BI Integration, and OData Data Exports.

  • Cost optimization tab > Cost savings shows Autoscale savings.

  • Cost optimization > Infrastructure rightsizing has a Utilization details section showing machines that could be optimized.
  • The Integrations and Data exports tab has links to OData v4 REST API documentation.

Cloud DaaS Site search is added to Settings page in Director 2407.

If Premium Edition, Director 2407 and newer have Application usage monitoring charts on the Dashboard.

In Director 2407, Filters > Sessions has a new field for Session Type.

  • Filters > Machines has Last Boot Time.
  • Most Filters have a Time Period option.

When you Search for a user and select a session you see the Activity Manager page. It has a new theme.

The User Details page also has a new theme. Search for the user and then click View Details.

In Director 2407 and newer, in User Details page > Session Logon tab, if the VDA machine had to be started, then duration of the Machine Start-up is shown. 

The Session Performance tab shows you trends of some network metrics. Director 2411 and newer can show 48 hours of data. Director 2407 and newer can show 24 hours of data. See Diagnose Session Performance issues.

  • Also on the Session Performance tab is Session Topology that shows you the path of the HDX/ICA connection. Director 2407 adds more details.

Session Details shows if Teams is optimized or not. Teams 2.1 is supported in Director 2402 with VDA 2402.

Session Details has an option to enable Session Recording for the session. Dynamic Session Recording requires the Session Recording cloud service. Policy based Session Recording requires running C:\inetpub\wwwroot\Director\tools\DirectorConfig.exe /configsessionrecording on the Director server.
 

The Session Selector button lets you play recordings.

In a User Details page, scroll down to see Session Logon Duration. If you hover your mouse over Profile Load, you can click Detailed Drilldown.

  • In Director 2407 and newer with Citrix Profile Management or FSLogix, this gives you details on profile folder size and number of files.

Session Logon tab in the User Details page has an enhanced visualization of the logon duration phases. The new representation shows the overlapping of the individual logon phases.

Citrix Virtual Delivery Agent (VDA) 2411

Last Modified: Dec 4, 2024 @ 1:39 am

149 Comments

Navigation

💡 = Recently Updated

Change Log

Hardware

Hypervisor Host Hardware

  • G0-EUC Moore’s law of Windows 10 1903 – Newer versions of Windows 10 have lower density than older versions
  • Citrix Blog Post Citrix Scalability — The Rule of 5 and 10: Simply take the number of physical cores in a hypervisor host, multiply it by 5 or 10, and the result will be your Single Server Scalability. Use 5 if you’re looking for the number of Virtual Desktop VMs you can host on a box, and use 10 if you’re looking for the number of Virtual Apps user sessions you can host on a box.

Virtual Machine Hardware

  1. Operating system version support: VDA version 2411 supports Windows 11, Windows 10 64-bit (1607 and newer), Windows Server 2025, Windows Server 2022, and Windows Server 2019.
    • Windows Server 2016 is no longer supported. For Windows Server 2016, install VDA 2402 with the latest Cumulative Update. VDA 2402 will work with newer Delivery Controllers (e.g., Delivery Controller 2411).
  2. Cloud VDAs licensing – Cloud VDAs are supported if you are licensed for Citrix Hybrid Multi Cloud or Universal licenses. See CTX270373 Citrix Virtual Apps and Desktops: Public cloud support with Current Releases and Long Term Service Releases.
  3. Windows 11 and vSphere – Citrix supports Windows 11 on vSphere 7 or newer. Windows 11 requires TPM. vSphere requires VM encryption of the VM files before it will let you add a TPM to the virtual machine. VM encryption requires a Key Provider. vSphere 7 has a Native Key Provider that does not need any additional servers or licenses. See VMware Tech Zone Windows 11 Support on vSphere.
    1. In vSphere Client, in Inventory, click the vCenter object. On the right, on the Configure tab, scroll down to Key Providers and add a Native Key Provider.
    2. After it’s added, select it and then click Back-up to activate it.

  4. Microsoft TechNet Blog – Say No to Windows 10 Long Term Servicing Channel (LTSC)
    • No Edge
    • From January 2020, Microsoft Office 365 will not be supported on LTSC.
    • Non-security operating system fixes and enhancements may not get back-ported to LTSC.
  5. CTX224843 Windows 10 compatibility with Citrix Virtual Desktops

  6. Hypervisor Support – CTX131239 Supported Hypervisors for Virtual Desktops (XenDesktop) and Provisioning Services
    • vSphere 7 is supported with CVAD 2106 and newer.
    • SCVMM 2022 is supported with CVAD 2203 and newer.
  7. Firewall – the UDP-based EDT protocol is enabled by default. Make sure the UDP ports are open for ICA/HDX:
    1. UDP 1494
    2. UDP 2598
    3. UDP 443 – from Internet to Citrix Gateway.
    4. UDP 443 can also be used by internal ICA connections if VDA SSL is configured.
    5. For EDT through Citrix Gateway, make sure your Citrix ADC firmware is up to date, preferably 12.1 or newer. Then enable DTLS on the Gateway Virtual Server.
    6. TCP 443 and UDP 443 for HDX Direct.
    7. Citrix Blog Post What’s new with HDX in the 2402 LTSR
  8. VDA virtual machine sizing:
    1. For Windows 11 or Windows 10 virtual desktops, give the virtual machine: 2+ vCPU and 4+ GB of RAM – higher RAM for browsers running on the VDA
    2. For Windows Server 2022, 2019, or 2016 RDSH, give the virtual machine 8 vCPU, and 24-48 GB of RAM
  9. If using memory caching (MCSIO or PvS) for storage, add more RAM for the cache.
  10. Remove the floppy drive.
  11. Remove any serial or LPT ports.
  12. If Windows 11 on vSphere:
    1. When creating the Windows 11 virtual machine, enable Encrypt this virtual machine.
    2. In the Select a guest OS screen, if you don’t see Windows 11, then select Windows 10.
    3. On the Customize hardware page, make sure VM configuration files are encrypted. Hard disk encryption is not required, and you can deselect it. Only the VM configuration files must be encrypted.
    4. Then you can use the Add New Device drop-down to add a Trusted Platform Module.
  13. If vSphere:
    1. To reduce disk space, reserve memory. Memory reservations reduce or eliminate the virtual machine .vswp file.
    2. The NIC should be VMXNET3.
    3. For vGPU, set vgpu.hotmigrate.enabled Advanced vCenter Server Setting to true. (source = William Lam How to enable vGPU vMotion in vSphere 6.7 Update 1)
  14. App Layering and UEFI – In Citrix App Layering 2003 and newer, import UEFI images by running a script instead of using a connector.
  15. If this VDA will boot from Citrix Provisioning:
    1. For vSphere, the NIC Adapter Type must be VMXNET3.
    2. For vSphere, configure the CD/DVD Drive to boot from IDE instead of SATA. SATA won’t work with PVS.
    3. Make sure you remove the SATA Controller after you change the CD/DVD Drive to be IDE.
  16. Install the latest version of hypervisor drivers (e.g., VMware Tools).
  17. The vSphere Activity Monitoring Feature with NSX Guest Introspection feature uses a TDI driver (vnetflt.sys), which might cause a “Connection Interrupted” message when users log off of Citrix. See CTX221206 “Connection Interrupted” error message displayed while logging off ICA session.

If vSphere, disable NIC Hotplug

  1. Users could use the systray icon to Eject the Ethernet Controller. Obviously, this is bad.
  2. To disable this functionality, power off the virtual machine.
  3. Once powered off, right-click the virtual machine, and click Edit Settings.
  4. Switch to the tab named VM Options.
  5. Expand Advanced and then click Edit Configuration.
  6. Click the button labelled Add Configuration Params.
  7. For the Name, enter devices.hotplug.
  8. For the Value, enter false. Then click OK.
  9. The VM can then be powered on.

Windows Preparation

  1. Computer Group Policy – Make sure the Master VM is in the same OU as the Linked Clones so that the Master VM will get the computer-level GPO settings in its registry. Run gpupdate on the master after moving the VM to the correct OU. When Clones are created from the Master, the computer-level GPO settings will already be applied, thus eliminating timing issues.
  2. If Server OS, disable IE Enhanced Security Configuration in Server Manager > Local Server.
  3. Run Windows Update. Do not skip this step. Many VDA installation problems are fixed by simply updating Windows.

  4. Defer Feature Updates – For Windows 10, since Citrix VDA does not immediately support new Windows 10 versions, configure Windows Update to defer feature updates. In Windows 11, or in newer versions of Windows 10, defer updates can only be configured using group policy.
  5. Add your Citrix Administrators group to the local Administrators group on the VDA. Computer Management.
  6. The Remote Desktop Services “Prompt for Password” policy prevents Single Sign-on to the Virtual Delivery Agent. Check registry key HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows NT\Terminal Services. If fPromptForPassword = 1 then you need to fix group policy. The following GPO setting will prevent Single Sign-on from working.
    Computer Configuration | Policies | Administrative Templates | Windows Components | Remote Desktop Services | Remote Desktop Session Host | Security | Always prompt for password upon connection
    Or set the registry value HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\Portica\AutoLogon (DWORD) = 0x1. This registry value only applies to Single-session OS (aka Desktop OS), not Multi-session OS (aka Server OS). (source = comments)
  7. For Remote Assistance in Citrix Director, configure the GPO setting Computer Configuration | Policies | Administrative Templates | System | Remote Assistance | Offer Remote Assistance. See Jason Samuel – How to setup Citrix Director Shadowing with Remote Assistance using Group Policy for more details.

Install Virtual Delivery Agent (VDA) 2411

Mixed versions – You can upgrade the VDAs before you upgrade the Delivery Controllers resulting in VDAs being newer than the Delivery Controllers. You can upgrade the Delivery Controllers before you upgrade the VDAs. In other words, you can mix and match VDA versions and Delivery Controller versions.

CLI Install:

Command Line Install Options are detailed at Install using the command line at Citrix Docs.

Scripted Upgrade:

To automate the upgrade of VDA software on persistent machines, see Updated VDA Install / Upgrade / RDS Install / Desktop / Server / App Install Script by Kris Davis.

GUI Install:

  1. Mount the downloaded Citrix Virtual Apps and Desktops 2411 ISO and run AutoSelect.exe.

    • Alternatively, you can download the standalone VDA package and run that instead. Go the main Citrix Virtual Apps and Desktops 2411 download page. Expand the section labelled Components that are on the product ISO but also packaged separately. There is also a VDA installer called Single-session OS Core Services that is designed for Remote PC deployments.
  2. Click Start next to either Virtual Apps or Virtual Apps and Desktops. The only difference is the product name displayed in the installation wizard.
  3. On the top right, click Virtual Delivery Agent for Windows Multi-session OS (aka RDSH, aka Server OS), or Windows Single-session OS (aka virtual desktop, aka Desktop OS), depending on which type of VDA you are building.

  4. In the Environment page, select Create a master MCS Image or Create master image to be used for Citrix Provisioning (PVS) streaming, and click Next.

  5. In the Core Components page, if you don’t need Citrix Workspace App installed on your VDA, then leave the box unchecked. Workspace app is usually only needed for double-hop ICA connections (connect to first VDA, and then from there, connect to second VDA). Click Next.
  6. In the Additional Components page:
    1. Workspace Environment Management agent is no longer an option on this screen and is instead a separate box on the main splash screen.
    2. Single-session OS (not Multi-session OS) has an option for Citrix User Personalization Layer (UPL). This component comes from Citrix App Layering but does not need any of the App Layering infrastructure.

      • Do not enable User Personalization Layer if you are also using Citrix App Layering.
      • Warning: A Citrix Policy setting activates Citrix User Personalization Layer by setting the UNC path to where the User Personalization Layers should be stored. The Citrix Policy setting should only be deployed to non-persistent machines. If you deploy the Citrix Policy Setting to your Master Image, then your Master Image will be hosed, and you must rebuild it from scratch.
    3. There’s an option for Machine Creation Services (MCS) storage optimization. This is also known as MCS I/O. Enable it if you have slow storage. The new Images node (Image Management) in Web Studio requires MCSIO to be installed.
    4. VDA 2109 and newer have an option for VDA Upgrade Agent for Citrix Cloud deployments.
    5. There’s an option for Citrix Backup and Restore Service that creates a restore point before installation or upgrade.
  7. Click Next.
  8. In the Delivery Controller page, select Do it manually. Enter the FQDN of each Delivery Controller (at least two). Click Test connection. And then make sure you click Add. Click Next when done.

    • VDA registration normally occurs over port 80. VDA 2407 and newer support VDA registration over SSL 443 (WebSockets). This requires trusted SSL certificates on the Delivery Controllers and registry values on the Delivery Controllers and the VDAs. See WebSocket communication between VDA and Delivery Controller at Citrix Docs.
  9. In the Features page, if you want to use the features, then check the boxes. Remote Assistance is for Director. The Cloud checkbox is only for telemetry and does not affect installation. Secure Default Settings in VDA 2407 and newer disables all data transfer virtual channels (e.g., Client Drive Redirection), but you can use Citrix Policy to re-enable them. Then click Next.
  10. In the Firewall page, VDA 2112 and newer have ports 52525 – 52625 for Screen Sharing. Port TCP/UDP 443 is for HDX Direct. Click Next.
  11. In the Summary page, VDA 2407 and newer have a checkbox to Enable verbose logging. Click Install.

  12. Click Close if you are prompted to restart.
  13. After the machine reboots twice, login and installation should continue.
    1. If you see a Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window, don’t click anything.
    2. Go to the Citrix_Virtual_Apps_and_Desktops_7_2411.iso file and mount it.
    3. Go back to the Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window.
    4. On the left, expand This PC, and click the DVD Drive.
    5. Click Select Folder.
    6. Repeat these instructions every time you’re prompted to restart.
  14. Installation will continue automatically.
  15. Note: NT SERVICE\CitrixTelemetryService needs permission to login as a service.
  16. In the Diagnostics page, you can optionally check the box next to Collect diagnostic information, click Connect, enter your Citrix account credentials, and then click Next.
  17. In the Finish page, click Finish to restart the machine again.

Microsoft FSLogix

If you need to roam the user’s Outlook .OST file (Outlook Cached Mode), Outlook Search Index, OneDrive cache, OneNote data, SharePoint data, Skype data, and/or Teams data, then download, install, and configure Microsoft FSLogix. A common architecture is to enable FSLogix Office Container for the Office cache files and use Citrix Profile Management for all other roaming profile files and registry keys.

Microsoft FSLogix is free for all Microsoft RDS CALs, Microsoft Virtual Desktop Access per-user CALs, and all Microsoft Enterprise E3/E5 per-user licenses. Notice that per-device licenses are excluded. See Licensing Requirements at Microsoft Docs.

Microsoft Teams 2.1 requires FSLogix 2210 Hotfix 3.

Do the following to install Microsoft FSLogix on the VDA machine:

  1. Go to https://docs.microsoft.com/en-us/fslogix/install-ht and click the download link.
  2. Extract the downloaded .zip file.
  3. In the FSLogix \x64\Release folder, run FSLogixAppsSetup.exe.
  4. Check the box next to I agree to the license terms and conditions and click Install.
  5. In the Setup Successful page, click Restart.
  6. Make sure the Windows Search service is set to Automatic and Running.
  7. If Office is already installed, then repair the Office installation after installing and starting the Windows Search Service.

FSLogix is configured through Group Policy or by editing registry values on each FSLogix Agent machine.

Citrix Desktop Service

To prevent Citrix Desktop Service (BrokerAgent) from starting and registering with the Delivery Controllers before the boot process is complete, see Jeremy Saunders Controlling the Starting of the Citrix Desktop Service (BrokerAgent).

Customer Experience Improvement Program (CEIP)

Customer Experience Improvement Program (CEIP) is enabled by default. To disable it, create the registry value HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\Telemetry\CEIP\Enabled (DWORD), and set it to 0 (zero). Also see CEIP at Citrix Insight Services at Citrix Docs.

See https://www.carlstalhood.com/delivery-controller-cr-and-licensing/#ceip for additional places where CEIP is enabled.

Connection Quality Indicator

The Connection Quality Indicator tells the user the quality of the connection. Position of the indicator is configurable by the user. Thresholds are configurable through group policy.

Download it from CTX220774 Connection Quality Indicator and install it. The article is very detailed.

Group Policy templates are located at C:\Program Files (x86)\Citrix\Connection Quality Indicator\Configuration. Copy the files and folder to <Sysvol>\Policies\PolicyDefinitions, or C:\Windows\PolicyDefinitions.

Find the Group Policy settings under Computer Config | Policies | Administrative Templates | Citrix Components | Virtual Desktop Agent | CQI

Version 1.2 adds the GPO settings to the user half of a GPO, which lets you disable CQI for some users and enable it for others.

Notification display settings lets you customize the user notifications or disable them.

Connection Threshold Settings lets you set the notification thresholds.

Adaptive Transport

Adaptive Transport is an HDX/ICA protocol feature that tries to use UDP ports (EDT protocol) if they are open and falls back to TCP ICA if UDP connection is not successful. On higher latency connections, EDT (UDP) tends to perform better than traditional TCP ICA.

The Citrix Policy setting HDX Adaptive Transport defaults to Preferred, which means Adaptive Transport is enabled by default.

The newer Citrix EDT protocol use UDP Ports 1494/2598 for HDX connections to the VDA. The UDP ports should already be open in the VDA’s Windows Firewall. In other words, HDX/ICA uses both TCP and UDP ports.

For EDT (and Adaptive Transport) through Citrix Gateway, make sure your Citrix ADC firmware is up to date, preferably 12.1 or newer. Then make sure DTLS is enabled on the Gateway Virtual Server. DTLS is the UDP version of SSL/TLS.

See Citrix Blog Post What’s new with HDX in the 2402 LTSR for new EDT features in 2402.

Slow Logons

Marvin Neys at XenApp slow logon times, user get black screen for 20 seconds at Citrix Discussions says that deleting HKCU\Software\Microsoft\Windows\CurrentVersion\UFH\SHC at logoff reduces logon times from 40 seconds to 6 seconds.

Remove-Item HKCU:\Software\Microsoft\Windows\CurrentVersion\UFH\SHC

 

For additional logon delay troubleshooting, see Alexander Ollischer XenApp/XenDesktop – “Please Wait For Local Session Manager” message when logging into RDS. He found some Windows Updates that caused a logon delay.

 

VDA recalculates WMI filters on every reconnect. CTX212610 Session Reconnect 30 sec Delay – DisableGPCalculation – WMI Filters indicates that recalculation can be disabled by setting HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\Reconnect\DisableGPCalculation (DWORD) to 1. Note: this registry value might stop Citrix Policies from being re-evaluated when users reconnect (source = Citrix Discussions).

Verify that the VDA registered with a Delivery Controller

  1. If you restart the Virtual Delivery Agent machine, or restart the Citrix Desktop Service…
  2. In Event Viewer > Windows Logs > Application log, you should see an event 1012 from Citrix Desktop Service saying that it successfully registered with a delivery controller.
  3. If you don’t see successful registration, then you’ll need to fix the ListOfDDCs registry key.
    1. See VDA registration with Controllers at Citrix Docs.
    2. See The Most Common VDA Registration Issues & Troubleshooting Steps at Citrix Blogs.
  4. You can also run Citrix’s Health Assistant on the VDA.

Citrix Workspace app

If you want to run Workspace app on the VDA machine, then upgrade it to Workspace app 240510.

Download and install Workspace app:

  1. Download Citrix Workspace app 2405.10.
  2. On the VDA, as administrator, run the downloaded CitrixWorkspaceFullInstaller.exe.
  3. Wait for prerequisites to install.
  4. In the Welcome to Citrix Workspace app page, click Continue.
  5. In the CITRIX LICENSE AGREEMENT page, check the box next to I agree and click Continue.
  6. In the Add-on(s) page, check the box next to Enable single sign-on. The Teams VDI Plugin is usually only needed on the endpoint device, not on the VDA. Click Install.

Citrix File Access 2.0.4 for Workspace app for Chrome OS

  1. If you support Workspace app for Chrome OS (Chromebook) and want published applications to open files on Google Drive, install Citrix File Access on the VDAs. Get it from the Citrix File Access for Chrome.
  2. Go to the extracted Citrix_File_Access_2.0.4 and run FileAccess.msi.
  3. In the Please read the File Access License Agreement page, check the box next to I accept the terms, and click Install.
  4. In the Completed the File Access Setup Wizard page, click Finish.
  5. File Access is listed in Apps & Features or Programs and Features as version 2.0.4.34.

  6. File Access has a default list of supported file extensions. The list can be expanded by editing the registry on the VDA. See CTX219983 Receiver for Chrome Error: Invalid command line arguments: Unable to open the file as it has an unsupported extension.
  7. To open a file from Google Drive, right-click the file and open the file using Citrix Workspace app.

Remote Desktop Licensing Configuration

On Windows 2016 and newer RDSH, the only way to configure Remote Desktop Licensing is using group policy (local or domain). This procedure is not needed on virtual desktops.

  1. For local group policy, run gpedit.msc. Alternatively, you can configure this in a domain GPO.
  2. Go to Computer Configuration > Administrative Templates > Windows Components > Remote Desktop Services > Remote Desktop Session Host > Licensing.
  3. Double-click Use the specified Remote Desktop license servers. Change it to Enabled, and enter the names of the RDS Licensing Servers (typically installed on Delivery Controllers). Click OK.
  4. Double-click Set the Remote Desktop licensing mode. Change it to Enabled and select Per User. Click OK.
  5. Optionally, you can install the Remote Desktop Licensing Diagnoser Tool. In the Server Manager > Add Roles and Features Wizard, on the Features page, expand Remote Server Administration Tools, expand Role Administration Tools, expand Remote Desktop Services Tools, and select Remote Desktop Licensing Diagnoser Tool. Then Finish the wizard.
  6. If it won’t install from Server Manager, you can install it from PowerShell by running Install-WindowsFeature rsat-rds-licensing-diagnosis-ui.
  7. In Server Manager, open the Tools menu, expand Remote Desktop Services (or Terminal Services), and click Remote Desktop Licensing Diagnoser.

  8. The Diagnoser should find the license server and indicate the licensing mode. If you’re configured for Per User licenses, then it’s OK if there are no licenses installed on the Remote Desktop License Server.

Several people in Citrix Discussions reported the following issue: If you see a message about RD Licensing Grace Period has expired even though RD Licensing is properly configured, see Eric Verdumen No remote Desktop Licence Server availible on RD Session Host server 2012. The solution was to delete the REG_BINARY in HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Terminal Server\RCM\GracePeriod only leaving the default. You must take ownership and give admin users full control to be able to delete this value.

C: Drive Permissions

This section is more important for multi-session VDAs.

The default permissions allow users to store files on the C: drive in places other than their profile.

  1. Open the Properties dialog box for C:.
  2. On the Security tab, click Advanced.
  3. If UAC is enabled, click Change permissions.
  4. Highlight the line containing Users and Create Folders and click Remove.
  5. Highlight the line containing Users and Create files (or Special) and click Remove. Click OK.
  6. Click Yes to confirm the permissions change.
  7. If you see any of these Error Applying Security windows, click Continue. This window should appear multiple times.
  8. Click OK to close the C: drive properties.

Pagefile

If this image will be converted to a Citrix Provisioning vDisk, then you must ensure the pagefile is smaller than the cache disk. For example, if you allocate 20 GB of RAM to your VDA, and if the cache disk is only 15 GB, then Windows will have a default pagefile size of 20 GB, and Citrix Provisioning will be unable to move it to the cache disk. This causes Citrix Provisioning to cache to server instead of caching to your local cache disk (or RAM).

  1. Open System.
    1. The quickest method of opening advanced system parameters is to run sysdm.cpl.
    2. In Windows Server 2016 and newer, you can right-click the Start button, and click System.
    3. In Windows 10 1703 or newer (or Windows Server 2019 or newer), search the Start Menu for advanced system settings.
    4. Another option is to open File Explorer, right-click This PC, and click Properties. This works in Windows 10 1703 and newer.
  2. Click Advanced system settings.

  3. On the Advanced tab, click the top Settings button.
  4. On the Advanced tab, click Change.
  5. Uncheck the box next to Automatically manage paging file size for all drives. Then either turn off the pagefile, or set the pagefile to be smaller than the cache disk. Don’t leave it set to System managed size. Click OK several times.

Direct Access Users

When Citrix Virtual Delivery Agent (VDA) is installed on a machine, non-administrators can no longer RDP to the machine. A new local group called Direct Access Users is created on each Virtual Delivery Agent. Add your non-administrator RDP users to this local group so they can RDP directly to the machine.



From CTX228128 What is the HKLM\Software\Citrix\PortICA\DirectAccessUsers registry function: The HKLM\Software\Citrix\PortICA\DirectAccessUsers registry key determines which Local group the VDA references to determine if a user should be allowed Unbrokered RDP access. Members of the Local Administrators group will always be granted access. If the Registry Key does not exist, or gets deleted, VDA will always allow the Unbrokered RDP Connection. The Registry key and local group are created as part of the VDA installation process.

Registry

Links:

  • Citrix Docs has a list of HDX features managed through the registry. Example settings:
    • Devices – Bloomberg keyboard, execute from client drive, Windows Image Acquisition application allow list
    • General – HDX Reducer V4, EDT connection timeout, Rendezvous version (default V2), two-minute warning for idle or active sessions, audio loss tolerant mode
    • Content Redirection
    • Graphics – GPU acceleration of CUDA and OpenCL, Windows Presentation Foundation (WPF) rendering on GPU
    • Multimedia – High-definition webcam streaming
  • Citrix Blog Post What’s new with HDX in the 2402 LTSR

New Teams (version 2.1 or newer) no longer needs the msedgewebview2.exe registry entry as it is now whitelisted by default in VDA 2402 and newer.

ShellBridge for Published Apps

ShellBridge is a new Windows feature that fixes the following published app issues:

ShellBridge is enabled by default. If enabled, when users launch published apps, Windows will load background programs, like system tray icons, from the Run registry key. These extra processes might prevent sessions from closing after a user closes the published app. More info at CTX573346 Sessions not logging out after enabling Shellbridge.

You can disable ShellBridge by setting the following registry value. Disabling ShellBridge might prevent Office apps from signing in correctly.

  • Key = HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\Citrix Virtual Desktop Agent
    • Value (DWORD) = ShellBridge = 0

Black Screen when launch Published Apps on Windows Server 2016

From CTX225819 When Launching an Application Published from Windows Server 2016, a Black Screen Appears for Several Seconds Before Application is Visible: Citrix and Microsoft have worked together to deliver code fixes for both Windows Server 2016 and Citrix Virtual Apps. Microsoft is targeting their KB4034661 patch for the third week of August 2017. This fix requires a registry edit to enable.

  • Key = HKLM\SOFTWARE\Citrix\Citrix Virtual Desktop Agent
    • Value (DWORD) = DisableLogonUISuppression = 0

Faster Login

From CTP James Rankin The ultimate guide to Windows logon time optimizations, part #6: DelayedDesktopSwitchTimeout tells the logon process to wait for a shorter time before switching from session 0 to the actual session in use.

  • Key = HKLM\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System
    • Value (DWORD) = DelayedDesktopSwitchTimeout  = 1

Published App Launch Timeout

From CTX128009 Published Application Fails to Appear: By default, VDA only waits 60 seconds for a published app to start. This is frequently too short.

  • Key = HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Citrix\wfshell\TWI
    • Value (DWORD) = ApplicationLaunchWaitTimeoutMS = 180000 (time-out, in milliseconds)

Screen Saver

From Citrix CTX205214 Screensaver Not Working in XenDesktop: By default, Screen Saver doesn’t work on Desktop OS. To enable it, on the VDA, configure the following registry value:

  • Key = HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\Graphics
    • Value (DWORD) = SetDisplayRequiredMode = 0

You might also have to enable the Citrix Policy setting named Allow windows screen lock. This setting was added in VDA 2402.

Logon Disclaimer Window Size

From Citrix Docs How to modify LogonUI to view Windows disclaimer message in full size when opening published applications: In VDA 2407 and newer, the LogonUI window should auto-size to the contents. However, if your logon disclaimer window has scroll bars, set the following registry values. Note: the registry key path changed in VDA 2407 and newer.

  • Key = HKEY_LOCAL_MACHINE\Software\Citrix\CtxHook\AppInit_DLLS\Seamless Hook
    • Value (DWORD) = LogonUIWidth = 800
    • Value (DWORD) = LogonUIHeight = 600

Login Timeout

From Citrix CTX203760 VDI Session Launches Then Disappears: VDA, by default, only allows 180 seconds to complete a logon operation. The timeout can be increased by setting the following:

  • Key = HKLM\SOFTWARE\Citrix\PortICA
    • Value (DWORD) = AutoLogonTimeout = decimal 240 or higher (up to 3599).

Workspace app for HTML5/Chrome Upload Folder

The Workspace app for HTML5 (or Chrome) lets upload files.

By default, the user is prompted to select a upload location. If you use the Upload feature multiple times, the last selected folder is not remembered.

Citrix CTX217351 How to Customize File Upload and Download Using Receiver for HTML5 and Receiver for Chrome. You can specify a default uploads location by editing HKLM\Software\Citrix\FileTransfer\UploadFolderLocation on the VDA. Environment variables are supported. When this value is configured, users are no longer prompted to select an upload location. The change takes effect at next logon.

Note: HTML5/Chrome Workspace app also adds a Save to My Device location to facilitate downloads.

Legacy Client Drive Mapping

Citrix CTX127968 How to Enable Legacy Client Drive Mapping Format on XenApp: Citrix Client Drive Mapping no longer uses drive letters and instead they appear as local disks. This is similar to RDP drive mapping.

The old drive letter method can be enabled by setting the registry value:

  • Key = HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\UncLinks (create the key)
    • Value (DWORD) = UNCEnabled = 0

When you reconnect, the client drives will be mapped as drive letters (starts with V: and goes backwards).

Print Driver for Mac/Linux Clients

Workspace app for Mac version 2112 and newer support PDF printing instead of Postscript printing. With PDF, it’s no longer necessary to install the HP Color LaserJet 2800 Series PS driver on the VDA. Citrix Policy setting Universal driver preference must be adjusted to enable PDF printing as higher priority than PS (postscript) printing. See Citrix Docs for more details.

For Linux clients or older Mac clients, from CTX140208 Client printing from Mac and Linux clients on Windows 10, Server 2012 R2, and Server 2016. By default, non-Windows clients cannot map printers due to a missing print driver on the VDA machine.

  1. Download the HP Color LaserJet 2800 Series PS driver directly from Microsoft Catalog as detailed at CTX283355 Client Printing from Linux/MAC is not working on Windows Server 2016 and 2019. The Catalog is at https://www.catalog.update.microsoft.com/. Then search for hp color laserjet 2800. Pick the 6.1.7600.16385 driver version
  2. Extract the .cab file using 7-zip or similar.
  3. In Windows 10 1803+, open Printers & scanners. On the right (or scroll down) is a link to Print Server Properties.

  4. In older versions of Windows, you can get to Print server properties from Devices and Printers.
    1. In Windows prior to Windows 10 1703, click Start, and run Devices and Printers.
    2. In Windows 10 1703, open Printers & scanners, then scroll down, and click Devices and printers.

  5. In the Printers section, highlight a local printer (e.g. Microsoft XPS Document Writer). Then in the toolbar, click Print server properties.
  6. Switch to the Drivers tab and click Change Driver Settings.
  7. Then click Add.
  8. In the Welcome to the Add Printer Driver Wizard page, click Next.
  9. In the Processor Selection page, click Next.
  10. In the Printer Driver Selection page, click Have Disk and browse to the .inf that you extracted from the .cab file.

  11. Select HP Color LaserJet 2800 Series PS and click Next.
  12. In the Completing the Add Printer Driver Wizard page, click Finish.

SSL for VDA

If you intend to use HTML5 Workspace app directly to VDAs, install certificates on the VDAs so that the browsers can connect WebSockets to the VDAs on TCP/SSL 443. Alternatively, HTML5 users can use Citrix Gateway ICA Proxy without installing any certs on the VDAs.

  • If you install SSL certificates on the VDAs, you can enforce encrypted SSL connections from normal Workspace apps to the VDAs instead of the default unencrypted (or RC5) ICA protocol.
  • HDX Direct is a preview feature that uses self-signed certs instead of CA-issued certs.

Notes:

  • Each Virtual Delivery Agent needs a machine certificate that matches the machine name. This is feasible for a small number of persistent VDAs. For non-persistent VDAs, you’ll need some automatic means for creating machine certificates every time they reboot.
  • As detailed in the following procedure, use PowerShell on the Delivery Controller to enable SSL for the Delivery Group. This forces SSL for every VDA in the Delivery Group, which means every VDA in the Delivery Group must have SSL certificates installed.

The following instructions for manually enabling SSL on VDA can be found at Configure TLS on a VDA using the PowerShell script at Citrix Docs.

  1. On the VDA machine, run certlm.msc.
  2. Right-click Personal, expand All Tasks, and click Request New Certificate to request a certificate from your internal Certificate Authority. You can use either the Computer template or the Web Server template.

    • You can also use group policy to enable Certificate Auto-Enrollment for the VDA computers.
  3. Browse to the Citrix Virtual Apps and Desktops ISO. In the Support\Tools\SslSupport folder, shift+right-click the Enable-VdaSSL.ps1 script, and click Copy as path.
  4. Run PowerShell as administrator (elevated).
  5. Run the command Set-ExecutionPolicy unrestricted. Enter Y to approve.
  6. In the PowerShell prompt, type in an ampersand (&), and a space.
  7. Right-click the PowerShell prompt to paste in the path copied earlier.
  8. At the end of the path, type in -Enable
  9. If there’s only one certificate on this machine, press Enter.
  10. If there are multiple viable certificates, then you’ll need to specify the thumbprint of the certificate you want to use. Open the Certificates snap-in, open the properties of the machine certificate you want to use, and copy the Thumbprint from the Details tab.

    In the PowerShell prompt, at the end of the command, enter ‑CertificateThumbPrint, add a space, and type quotes (").
    Right-click the PowerShell prompt to paste the thumbprint.
    Type quotes (") at the end of the thumbprint. Then remove all spaces from the thumbprint. The thumbprint needs to be wrapped in quotes.
  11. There are additional switches to specify minimum SSL Version and Cipher Suites.
  12. Press <Enter> to run the Enable-VdaSSL.ps1 script.
  13. Press <Y> twice to configure the ACLs and Firewall.
  14. You might have to reboot before the settings take effect.
  15. Login to a Delivery Controller and run PowerShell as Administrator (elevated).
  16. Run the command asnp Citrix.*
  17. Enter the command: 
    Get-BrokerAccessPolicyRule -DesktopGroupName '<delivery-group-name>' | Set-BrokerAccessPolicyRule ‑HdxSslEnabled $true

    where <delivery-group-name> is the name of the Delivery Group containing the VDAs.

  18. You can run Get-BrokerAccessPolicyRule -DesktopGroupName '<delivery-group-name>' to verify that HDX SSL is enabled.
  19. Also run the following command to enable DNS resolution. 
    Set-BrokerSite –DnsResolutionEnabled $true

  20. Since the UDP-based EDT protocol is enabled by default, open port UDP 443 to the VDAs.

You should now be able to connect to the VDA using the HTML5 Workspace app from internal machines.

The Citrix blog post How To Secure ICA Connections in XenApp and XenDesktop 7.6 using SSL has a method for automatically provisioning certificates for non-persistent virtual desktops by enabling certificate auto-enrollment and setting up a task that runs after the certificate has been enrolled.

  • From Russ Hargrove at A note on VDA certificates in 7.14 at Citrix Discussions: Citrix installs a new “Citrix XenApp/XenDesktop HDX Service” certificate in the Personal store which breaks the automation of the Enable-VdaSSL.ps1 script. To fix the problem, modify the task scheduler powershell script to: 
    Enable-VdaSSL.ps1 -Enable -CertificateThumbPrint (Get-ChildItem -path cert:\LocalMachine\My | Where-Object -FilterScript {$_.Subject -eq ""} | Select-Object -ExpandProperty Thumbprint) -Confirm:$False

Anonymous Accounts

If you intend to publish apps anonymously then follow this section.

  1. Anonymous accounts are created locally on the VDAs. When VDA creates Anon accounts, it gives them an idle time as specified at HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Citrix\AnonymousUserIdleTime. The default is 10 minutes. Adjust as desired.
  2. Pre-create the Anon accounts on the VDA by running "C:\Program Files\Citrix\ICAConfigTool\CreateAnonymousUsersApp.exe". If you don’t run this tool, then anonymous users can’t login.
  3. You can see the local Anon accounts by opening Computer Management, expanding System Tools, expanding Local Users and Groups and clicking Users.
  4. If you want profiles for anonymous users to delete at logoff, then you’ll need to add the local Anon users to the local Guests group.
  5. If you open one of the accounts, on the Sessions tab, notice that idle timeout defaults to 10 minutes. Feel free to change it.

Group Policy for Anonymous Users

Since Anonymous users are local accounts on each Virtual Delivery Agent, domain-based GPOs will not apply. To work around this limitation, you’ll need to edit the local group policy on each Virtual Delivery Agent.

  1. On the Virtual Delivery Agent, run mmc.exe.
  2. Open the File menu, and click Add/Remove Snap-in.
  3. Highlight Group Policy Object Editor, and click Add to move it to the right.
  4. In the Welcome to the Group Policy Wizard page, click Browse.
  5. On the Users tab, select Non-Administrators.
  6. Click Finish.
  7. Now you can configure group policy to lock down sessions for anonymous users. Since this is a local group policy, you’ll need to repeat the group policy configuration on every Virtual Delivery Agent image. Also, Group Policy Preferences is not available in local group policy.

Antivirus

Install antivirus using your normal procedure. Instructions vary for each Antivirus product.

Microsoft’s virus scanning recommendations (e.g., exclude group policy files) – http://support.microsoft.com/kb/822158.

Every antivirus vendor has their own guidance for VDI. Search their knowledgebase for “non-persistent”, “VDI”, or “clones”.

Citrix’s Recommended Antivirus Exclusions

Citrix Tech Zone Endpoint Security and Antivirus Best Practices: provides guidelines for configuring antivirus software in Citrix Virtual Apps and Desktops environments.

Citrix Blog Post Citrix Recommended Antivirus Exclusions: the goal here is to provide you with a consolidated list of recommended antivirus exclusions for your Citrix virtualization environment focused on the key processes, folders, and files that we have seen cause issues in the field:

  • Set real-time scanning to scan local drives only and not network drives
  • Disable scan on boot
  • Remove any unnecessary antivirus related entries from the Run key
  • Exclude the pagefile(s) from being scanned
  • Exclude Windows event logs from being scanned
  • Exclude IIS log files from being scanned

See the Blog Post for exclusions for each Citrix component/product including: StoreFront, VDA, Controller, and Citrix Provisioning. The Blog Post also has links to additional KB articles on antivirus.

Windows Defender Antivirus

Configure Microsoft Defender Antivirus on a remote desktop or virtual desktop infrastructure environment – Microsoft Docs

Configuring Microsoft Defender Antivirus for non-persistent VDI machines – Microsoft Blog

Disable Network protection and configure Citrix’s antivirus exclusions (source = Citrix CTX319676 Users sessions are getting disconnected – Connection Interrupted)

Onboarding and servicing non-persistent VDI machines with Microsoft Defender ATP

Optimize Performance

Citrix Optimizer

Download Citrix Optimizer and run it.

James Rankin Improving Windows 10 logon time:

David Wilkinson links:

Citrix Links:

Microsoft links:

Optimization Notes:

Applications

Choose installers that install to C:\Program Files instead of to %appdata% or %localappdata%. Search for VDI or Enterprise versions of the following applications. These VDI versions do not auto-update, so you’ll have to update them manually.

Seal and Shut Down

If this VDA will be a master image in a Machine Creation Services or Citrix Provisioning catalog, after the master is fully prepared (including applications), do the following:

  1. Go to the properties of the C: drive and run Disk Cleanup.
  2. If Disk Cleanup is missing, you can run cleanmgr.exe instead.
  3. Windows 10 1703 and newer has a new method for cleaning up temporary files.
    1. Right-click the Start button and click System.
    2. Click Storage on the left and click This PC (C:) on the right.
    3. Click Temporary Files.
    4. Check boxes and click Remove files.
  4. On the Tools tab of the local C: drive Properties, click Optimize to defrag the drive.
    `
  5. If KMS Server licensing, run slmgr.vbs /dlv and make sure it is licensed with KMS Server and has at least one rearm remaining. It is not necessary to manually rearm licensing since MCS will do it automatically.
  6. Run Delprof2 to clean up local profiles. Get it from http://helgeklein.com/download/.
  7. Machine Creation Services and Citrix Provisioning require DHCP.
  8. Session hosts (RDSH) commonly have DHCP reservations.
  9. Base Image Script Framework (BIS-F) automates many sealing tasks. The script is configurable using Group Policy.
  10. Shut down the master image. You can now use Studio (Machine Creation Services) or Citrix Provisioning to create a catalog of linked clones.

Uninstall VDA

Uninstall the VDA from Apps & Features or Programs and Features.

Then see CTX209255 VDA Cleanup Utility.

To run the VDA Cleanup Tool silently:

  1. Execute VDACleanupUtility.exe /silent /noreboot to suppress reboot.
  2. Once the VDACleanupUtility has finished executing, setup Auto logon for the current user.
  3. Reboot.
  4. After reboot, tool will launch automatically to continue Cleanup.

Another option is to delete CitrixVdaCleanup value under HKLM\Software\Microsoft\Windows\CurrentVersion\RunOnce. Then after reboot, run VDACleanupUtility.exe /silent /reboot to indicate that it’s running after the reboot.

Related Pages

Delivery Controller 2411 and Licensing

Last Modified: Dec 5, 2024 @ 3:15 am

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Upgrade

If you are performing a new install of Delivery Controller, then skip to the next section.

You can in-place upgrade directly from any Delivery Controller version 7.0 or newer. The operating system must be Windows Server 2016 or newer. And SQL must be SQL 2016 or newer.

During the upgrade of Delivery Controller, be aware that a database upgrade is required. Either get a DBA to grant you temporary sysadmin permission or use Citrix Site Manager to generate SQL scripts that a DBA must then run in SQL Studio.

  1. CVAD Versions you can upgrade from – XenApp/XenDesktop 7.15 with CU5 or newer, CVAD 1912 with any Cumulative Update, any supported Current Release version.
  2. Virtual Channel Allow List – the Citrix Policy setting named Virtual Channel Allow List is enabled by default in VDA 2203 and newer. Whitelist your non-Citrix (e.g., Zoom) virtual channels before upgrading your VDAs, or else your non-Citrix virtual channels will stop working.
  3. Lost Policy Settings after upgrade – Before upgrading, run the GPO Scanner Tool on a Delivery Controller to find invalid policy settings.
  4. NVIDIA – ensure your NVIDIA Virtual GPU software supports the version of CVAD that you are upgrading to.
  5. Consider Utilizing Local Host Cache for Nondisruptive Database Upgrades at Citrix Docs.
  6. License Server Upgrade – Before upgrading to Delivery Controller 2411, upgrade your Citrix License Server to 11.17.2.0 Build 51000.

    • Citrix now requires Licensing telemetry as described in CTX477614 Citrix License Telemetry FAQ. The build must be 40000 or newer and you must upgrade within 6 months of release.
    • You can run LicServVerify.exe from the Citrix Virtual Apps and Desktops (CVAD) ISO to verify that the License Server is compatible. Example syntax is: "E:\x64\XenDesktop Setup\LicServVerify.exe" -h myLicenseServer -p 27000 -v

  7. Current Release– Citrix Virtual Apps and Desktops (CVAD) 2411 is a Current Release, which is supported for 6 months from release date. You are expected to update it around twice per year. See Lifecycle Milestones for Citrix Virtual Apps & Citrix Virtual Apps and Desktops. See CTX205549 FAQ: Citrix Virtual Apps and Desktops and Citrix Hypervisor Long Term Service Release (LTSR).
  8. Delivery Controller OS Compatibility – Delivery Controller 2411 is supported on Windows Server 2025, Windows Server 2022, and Windows Server 2019.
  9. SQL Compatibility – Delivery Controller 2411 does not support several older database engines, including the previously included SQL 2014 LocalDB database engine for the Local Host Cache.
    • SQL Server 2022 is supported with Delivery Controller 2308 and newer.
    • SQL Server 2014, SQL Server 2012, and SQL Server 2008 R2, are no longer supported for the site database.
    • SQL Server Express LocalDB version 2014 is no longer supported for the local host cache database. The Delivery Controller installer does not upgrade this component, so you’ll have to do it manually. See Replace SQL Server Express LocalDB at Citrix Docs.
  10. VDA OS Compatibility – Virtual Delivery Agent (VDA) 2411 is only supported on a limited number of Windows operating system versions, specifically, Windows 10 (1607+), Windows Server 2019, Windows Server 2022, and Windows Server 2025.
    • For VDAs running Windows Server 2016, leave their VDA at version 2402LTSR (with latest Cumulative Update). VDA 2402 LTSR can communicate with Delivery Controllers 2411.
  11. Cloud VDAs support – Delivery Controller 2203 and newer support public cloud (native Azure, native AWS, native Google Cloud) hosting connections, but only if your Citrix licenses are Citrix Hybrid Multi-Cloud or Citrix Universal Licenses. Normal on-prem licenses won’t work. If you used cloud hosting connections in CVAD 1912, then you must upgrade your licenses before you upgrade to Delivery Controller 2411. See CTX270373 Citrix Virtual Apps and Desktops: Public cloud support with Current Releases and Long Term Service Releases.
  12. Snapshot. Take a snapshot of the Delivery Controller machine before attempting the upgrade. The Citrix installer requires a reboot before upgrading, so it’s probably best to shut down the machine before you snapshot it.
  13. Download the Citrix Virtual Apps and Desktops 7 2411 ISO.
  14. On an existing Delivery Controller, run AutoSelect.exe from the 2411 ISO.
  15. On the top left, in the Upgrade box, click Studio and Server Components.
  16. In the Licensing Agreement page, select I have read, understand, and accept the terms, and click Next.
  17. In the Ensure Successful Upgrade page, read the steps, check the box next to I’m ready to continue, and click Next.
  18. If you see the Unsupported Features and Platforms page, read the list, check the box next to I understand the risk of upgrading a deployment that has unsupported features or platforms, then click Next.
  19. If you see a Licensing Errors page, then you need to upgrade your License Server or install an updated license file.

  20. If you see a SQL Server version error, then you might need to upgrade your SQL Server, or move the Citrix databases to a supported SQL server.
  21. If you see a SQL Server Express LocalDB version error, then click the Learn More link to see instructions to upgrade it.
  22. If you see a window saying “We cannot determine which SQL version is currently installed”, click OK.
  23. In the Preliminary Site Tests page, click Start Preliminary Tests.
  24. The tests will take a few minutes. Click Next when done.
  25. In the Firewall page, click Next.
  26. In the Summary page, click Upgrade. Notice that StoreFront is not in this list. StoreFront is upgraded separately.
  27. Click OK when asked to start the upgrade.
  28. The machine will probably restart a couple times.

    1. After the reboot, and after logging in again, you might see a Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window. Don’t click anything yet.
    2. Go to the Citrix_Virtual_Apps_and_Desktops_7_2411.iso file and mount it.
    3. Go back to the Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window.
    4. On the left, expand This PC, and click the DVD Drive.
    5. Click Select Folder.
  29. If the upgrade fails:
    1. Look for MetaInstaller log files under %localappdata%\Temp\Citrix\XenDesktop Installer\MSI Log Files.
    2. Citrix has a MSI Log Analyzer.
  30. If you see a License Server Data page, click Next.
  31. In the Finish page, check the box next to Launch Citrix Site Manager and click Finish.

Site Manager – Upgrade Database, Catalogs, and Delivery Groups

  1. After Site Manager launches, if you have sysadmin permissions on SQL, then click Start the automatic Site upgrade. If you don’t have full SQL permission, then get a DBA to help you, click Manually upgrade this site, and follow the instructions.

    • If you choose to Manually upgrade this site, then note that there might not be an upgrade for the Logging Database schema, depending on what version you are upgrading from.

    • Run the DisableServices.ps1 script before upgrading the database.
    • In SQL Studio, the .sql scripts must be run in SQLCMD mode. Re-enable SQLCMD mode for each script. Run each of the .sql scripts.
    • Then run EnableServices.ps1.

CVAD 2212 and newer include Web Studio at https://ControllerFQDN/citrix/studio or from the Start Menu.

Other Citrix Virtual Apps and Desktops components can also be in-place upgraded:

New Install Preparation

Current Release

Citrix Virtual Apps and Desktops (CVAD) 2411 is a Current Release, which is supported for 6 months from the release date. You are expected to upgrade it twice per year. See Lifecycle Milestones for Citrix Virtual Apps & Citrix Virtual Apps and Desktops. See CTX205549 FAQ: Citrix Virtual Apps and Desktops and Citrix Hypervisor Long Term Service Release (LTSR).

OS Compatibility

Delivery Controller 2411 is supported on Windows Server 2025, Windows Server 2022, and Windows Server 2019. Windows Server 2016 and older are no longer supported.

Virtual Delivery Agent (VDA) 2411 is only supported on a limited number of Windows operating system versions, specifically, Windows 11, Windows 10, Windows Server 2019, Windows Server 2022, and Windows Server 2025.

  • If you have older VDA machines running Windows Server 2016, you can install VDA software version 2402 LTSR. Citrix supports VDA 2402 LTSR communicating with Delivery Controller 2411.

Citrix Licensing

Upgrade your Citrix License Server to 11.17.2.0 build 51000.

  • Citrix now requires Licensing telemetry as described in CTX477614 Citrix License Telemetry FAQ. The build must be 40000 or newer and you must upgrade within 6 months of release.
  • You can run LicServVerify.exe from the Citrix Virtual Apps and Desktops (CVAD) ISO to verify that the License Server is compatible. Example syntax is: "E:\x64\XenDesktop Setup\LicServVerify.exe" -h myLicenseServer -p 27000 -v

Multiple License Types – Multiple license types (but not multiple editions) are supported in a single farm. See CTX223926 How to Configure Multiple License Types within a Single XenApp and XenDesktop Site.

Cloud VDAs support – Delivery Controller 2203 and newer support public cloud (native Azure, native AWS, native Google Cloud) hosting connections, but only if your Citrix licenses are Citrix Cloud licenses with Hybrid rights. Normal on-prem licenses won’t work. See CTX270373 Citrix Virtual Apps and Desktops: Public cloud support with Current Releases and Long Term Service Releases.

SQL Databases for Citrix Virtual Apps and Desktops

  • Citrix article CTX114501 – Supported Databases for Virtual Apps and Desktops (XenApp and XenDesktop) AND Provisioning (Provisioning Services)
    • SQL Server 2022 is supported with Delivery Controller 2308 and newer.
    • Citrix Virtual Apps and Desktops (CVAD) 2203 and newer no longer support SQL 2014 and older.
  • Citrix CTX209080 XenDesktop 7.x: Database Sizing Tool
  • Three databases – There are typically three databases: one for the Site (aka farm), one for Logging (audit log) and one for Monitoring (Director).
    • The name of the monitoring database must not have any spaces in it. See CTX200325 Database Naming Limitation when Citrix Director Accesses Monitoring Data Using OData APIs
    • If you want Citrix Site Manager to create the SQL databases automatically, then the person running Studio must be a sysadmin on the SQL instances. No lesser SQL role will work. sysadmin permissions can be granted temporarily and revoked after installation.
    • Alternatively, you can use Citrix Site Manager to create SQL scripts and then ask a DBA to run those scripts on the SQL server. In that case, the person running the scripts only needs the dbcreator and securityadmin roles.
    • It is possible to create the three databases in advance. However, you must use the non-default collation named Latin1_General_100_CI_AS_KS
  • SQL High Availability Options:
    • Basic Availability Groups – Build two SQL 2016 (or newer) Standard Edition servers, and create three Basic Availability Groups, one for each database. Each Basic Availability Group has its own Listener.
    • AlwaysOn Availability Group – Build two SQL Enterprise Edition servers, and create one AlwaysOn Availability Group with one Listener.
    • Failover Clustering – Build two SQL Enterprise Edition servers, and configure SQL Database Failover Clustering.
  • Cloud – Azure SQL is not supported. AWS RDS is supported by AWS, but not by Citrix. You’ll need to build your own SQL Servers on IaaS VMs.

Windows Feature

Installing Group Policy Management (GPMC) on the Delivery Controllers lets you edit Citrix-targeted Group Policy Objects (GPOs) directly from the Delivery Controllers.

Citrix has a Citrix Group Policy Management Plug-in that adds the Citrix Policies node to the Group Policy Editor. The Citrix Group Policy Management Plug-in is included with the installation of Citrix Studio, meaning that running GPMC on the Delivery Controller automatically grants you access to the Citrix Policies node in the GPOs. If you edit GPOs on a machine that doesn’t have Citrix Studio installed, then you won’t see the Citrix Policies node in GPOs until you manually install the Citrix Group Policy Management Plug-in.

vCenter Service Account

Create a role in vSphere Client. Assign a service account to the role at the vCenter Datacenter or higher level. Delivery Controller will use this service account to login to vCenter.

Delivery Controller New Install

  1. A typical size for the Controller VMs is 2-4 vCPU and 8+ GB of RAM. If all components (Delivery Controller, StoreFront, Licensing, Director, SQL Express) are installed on one server, then you might want to bump up memory to 10 GB or 12 GB. 5 GB is the minimum memory.
  2. From Local Host Cache sizing and scaling at Citrix Docs:
    1. Add two cores for LHC.
    2. For LHC SQL LocalDB, assign the Controller VMs a single CPU socket with multiple cores. SQL LocalDB uses a maximum of one CPU socket. Configure the Delivery Controller VM with four cores per socket.
    3. Add at least three more Gigs of RAM and watch the memory consumption.
    4. Since there’s no control over LHC election, ensure all Controllers in the site/farm have the same specs.
  3. Operating System: Citrix Virtual Apps and Desktops (CVAD) 2411 is supported on Windows Server 2025, Windows Server 2022 and Windows Server 2019. Windows Server 2016 and older are no longer supported.
  4. Make sure the User Right Log on as a service includes NT SERVICE\ALL SERVICES or add NT SERVICE\CitrixTelemetryService to the User Right.
  5. Download the Citrix Virtual Apps and Desktops 2411 ISO.
  6. On two Delivery Controllers, to install the Delivery Controller software, run AutoSelect.exe from the mounted 2411 ISO.
  7. Click Start next to either Virtual Apps or Virtual Apps and Desktops. The only difference is the product name displayed in the installation wizard.
  8. On the top left, click Delivery Controller.
  9. In the Licensing Agreement page, select I have read, understand, and accept the terms, and click Next.
  10. In the Core Components page, you can install all components on one server, or on separate servers. Splitting out the components is only necessary in large environments, or if you have multiple farms and want to share the Licensing and Director components across those farms. Notice that StoreFront is no longer an option and must be installed separately.
  11. CVAD 2212 and newer include Web Studio as an option. Studio is no longer selected by default. Citrix says that Web Studio and StoreFront should be installed on separate servers. Click Next.
  12. CVAD 2212 and newer let you add a Delivery Controller that Web Studio will manage.
  13. In the Features page, uncheck the box next to Install Microsoft SQL Server 2022 Express CU13, and click Next.
  14. In the Firewall page, click Next.
  15. In the Summary page, click Install.
  16. The machine will probably restart a couple times.

    1. After the reboot, and after logging in again, you might see a Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window. Don’t click anything yet.
    2. Go to the Citrix_Virtual_Apps_and_Desktops_7_2411.iso file and mount it.
    3. Go back to the Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window.
    4. On the left, expand This PC, and click the DVD Drive.
    5. Click Select Folder.
    6. Installation will resume. Repeat these instructions after each reboot.
  17. If you see a Diagnostics page, you can optionally Collect diagnostic information by clicking Connect and entering your Citrix Cloud or MyCitrix.com credentials. Click Next.
  18. In the Finish page, click Finish. Citrix Site Manager will automatically launch.
  19. Anti-affinity – Ensure the two Delivery Controller VMs do not run on the same hypervisor host. Create an anti-affinity rule at vSphere Cluster > Manage > VM/Host Rules > Add. Set the Type to Separate Virtual Machines.
  20. Citrix Tech Zone Endpoint Security and Antivirus Best Practices: provides guidelines for configuring antivirus software in Citrix Virtual Apps and Desktops environments.

Create Site – Create Database

There are several methods of creating the databases for Citrix Virtual Apps and Desktops (CVAD):

  • If you have sysadmin permissions to SQL, let Citrix Site Manager create the databases automatically.
  • If you don’t have sysadmin permissions to SQL, then use Citrix Site Manager to generate SQL scripts and send the SQL scripts to a DBA.

Use Citrix Site Manager to Create the Databases Automatically

  1. Launch Citrix Site Manager. After it loads, click Deliver applications and desktops to your users.
  2. In the Introduction page, enter a Site Name (aka farm name) and click Next. Only administrators see the farm name.
  3. In the Databases page, CVAD 2411 supports Microsoft Azure SQL Server using SQL Server Authentication. On-premises SQL Server only supports Windows authentication.
  4. If you are building two Delivery Controllers, click Select near the bottom of the same page.

    1. Click Add.
    2. Enter the FQDN of the second Delivery Controller and click OK. Note: the Delivery Controller software must already be installed on that second machine.
    3. Then click Save.
  5. If the person running Citrix Site Manager has sysadmin permissions to the SQL Server, then enter the SQL server name/instance in the three Location fields and click Next.
  6. If you don’t have sysadmin permission, then jump to the SQL Scripts section below.
  7. On the Licensing page, enter the name of the Citrix License Server, and click Connect. If you installed Citrix Licensing with your Delivery Controller, then simply enter localhost.
  8. If the Certificate Authentication window appears, select Connect me and click Confirm.
  9. Select your license type and click Next. If you see both User/Device and Concurrent, then you usually must select User/Device licenses. Also see Multi-type licensing at Citrix Docs.
  10. In the Summary page, if your databases are mirrored or in an Availability Group, each database will show high availability servers and the name of the Mirror server. Click Finish.
  11. It will take some time for the site to be created.
  12. Once done, skip to the Second Delivery Controller section.

Use Citrix Site Manager to create SQL scripts

  1. If you don’t have SQL sysadmin permissions, then on the Databases page, change the selection to Generate scripts to manually set up databases on the database server. Change the database names if desired and click Next.
  2. In the Summary page, click Generate scripts.
  3. A folder will open with many scripts.
    • There’s a Principal script for each of the three databases.
    • The Mixed scripts and SysAdmin scripts create SQL Server logins whereas the DbOwner scripts do not. Either run the Mixed scripts that contain all tasks or run the SysAdmin and DbOwner scripts separately. The idea is that the separate scripts are run by different SQL admins that have different permissions.
    • The Replicas scripts add logons to secondary SQL servers.
  4. Before running the scripts, create the three databases.

    1. At the top of each script is the Database Name that was entered in Citrix Site Manager. The database name needs to match the script.
    2. On the Options tab, change the Collation to Latin1_General_100_CI_AS_KS.
    3. In the bottom part, find Is Read Committed Snapshot On and set it to True.
    4. Repeat this for all three databases.
    5. You can then add these three databases to an AlwasyOn Availability Group.
  5. Now do the following to run either the Mixed scripts or run the SysAdmin and DbOwner scripts separately. The scripts must be run in SQLCMD mode.
    1. On the Principal SQL Server, open the file Site_Mixed_Principal.sql.

    2. Open the Query menu, and click SQLCMD Mode to enable it.
    3. Then execute the script.
    4. If SQLCMD mode was enabled properly, then the output should look something like this:
    5. If you have a mirrored database, then run the Replicas script on the mirror SQL instance. Make sure SQLCMD mode is enabled.
    6. Repeat for the Logging_Mixed_Principal.sql script.
    7. You’ll have to enable SQLCMD Mode for each script you open.


    8. Repeat for the Monitoring_Mixed_Principal.sql script.
    9. Once again enable SQLCMD Mode.


    10. The person running Citrix Site Manager must be added to the SQL Server as a SQL Login and granted the public server role so that that account can enumerate the databases.

  6. Back in Citrix Site Manager, click the Continue database configuration and Site setup button.
  7. In the Databases page, enter the SQL server name and instance name, and then click Next.

  8. On the Licensing page, enter the name of the Citrix License Server, and click Connect. If you installed Citrix Licensing with your Delivery Controller, then simply enter localhost.
  9. If the Certificate Authentication window appears, select Connect me, and click Confirm.
  10. Then select your license and click Next. See CTX223926 How to Configure Multiple License Types within a Single XenApp and XenDesktop Site.
  11. In the Summary page, if your databases are mirrored, each database will show high availability servers and the name of the Mirror server. Click Finish.

  12. It will take some time for the site to be created.

Second Controller

During Site creation on the first Delivery Controller, in the Site Setup wizard, you might have selected more than one Delivery Controller.  In that case, on the second Delivery Controller, simply run Citrix Site Manager and it should already be configured.

Otherwise, additional Delivery Controllers need to be added to the SQL databases.

  • If you have sysadmin permissions to SQL, let Citrix Site Manager modify the databases automatically.
  • If you don’t have sysadmin permissions to SQL, then use Citrix Site Manager to generate SQL scripts and send them to a DBA.

To use Citrix Site Manager to create the SQL Scripts:

  1. On the first Delivery Controller, if StoreFront is installed on the Controller, then delete the default StoreFront store (/Citrix/Store) and recreate it with your desired Store name (e.g. /Citrix/Company).
  2. On the second Delivery Controller machine, install Delivery Controller as detailed earlier.
  3. After installation, launch Citrix Site Manager on the second controller, and click Connect this Delivery Controller to an existing Site.
  4. Enter the name of the first Delivery Controller and click OK.
  5. If you don’t have full SQL permissions (sysadmin), click No when asked if you want to update the database automatically.
  6. Click Generate scripts.
  7. A folder will open with multiple SQL scripts. These SQL script files follow the same pattern as the first Delivery Controller where the Mixed scripts do everything, but the DbOwner and SysAdmin scripts are intended to be run by different SQL administration roles. Always run each of these scripts in SQLCMD mode. There are separate scripts for mirrored databases.

    1. On the SQL Server, open one of the .sql files.

    2. Open the Query menu and click SQLCMD Mode.
    3. Then execute the SQL script.
    4. If SQLCMD mode was enabled properly, then the output should look something like this:
  8. Repeat for the remaining script files. Enable SQLCMD mode for each script.
  9. Back in Citrix Site Manager, click OK.
  10. In Citrix Site Manager you should see both controllers.

SSL for Delivery Controller

SSL certificates should be installed on each Delivery Controller to encrypt the traffic between StoreFront and Delivery Controller. The traffic between StoreFront and Delivery Controller contains user credentials.

The SSL certificate on each Delivery Controller needs to match the FQDN of the Delivery Controller.

  • If StoreFront is installed on the Delivery Controller, then you have two FQDNs to consider: the Delivery Controller FQDN, and the StoreFront FQDN. Make sure the certificate matches the Delivery Controller FQDN, but it’s usually not necessary for the same certificate to also match the StoreFront FQDN.
    • The StoreFront certificate is usually hosted on a NetScaler Load Balancing Virtual Server. Users connect to NetScaler instead of directly to the StoreFront servers. The StoreFront certificate only needs to be valid between the user and the NetScaler.
    • For the connection between NetScaler and StoreFront server, NetScaler does not validate the certificate, so the certificate on the StoreFront server can be anything. That means you can install a certificate that matches the Delivery Controller FQDN and there’s no need for the certificate to match the StoreFront FQDN.

To enable SSL for a Delivery Controller:

  1. Run certlm.msc, go to Personal > Certificates and create or install a server certificate that matches the Delivery Controller’s FQDN. This can be an internally-signed certificate if the StoreFront server trusts internally-signed certificates.
  2. If IIS is installed on the Delivery Controller, then simply run IIS Manager, go to Default Web Site, click Edit Bindings, and add an https binding using the chosen certificate.

If IIS is not installed on the Delivery Controller, then we need to build a command line to bind the certificate to the Citrix Broker Service.

  1. Open a command prompt as administrator.
  2. Enter the following text but don’t press Enter yet. 
    netsh http add sslcert ipport=0.0.0.0:443 certhash=
  3. Right after certhash= paste the certificate thumbprint using the following procedure:
    1. Go to certlm.msc > Personal > Certificates.
    2. Double-click the certificate you want to bind.
    3. On the Details tab, scroll down to Thumbprint and copy the thumbprint.
    4. Paste the thumbprint into the command line we’re building.
    5. Remove the special character at the beginning of the thumbprint.
    6. Remove the spaces.
  4. Add the following to the command line: 
     appid=
  5. Michael Shuster at HowTo: Enable SSL on Citrix Delivery Controllers – Easy Method says you can run the following PowerShell to get the Broker Service GUID. 
    Get-WmiObject -Class Win32_Product | Select-String -Pattern "broker service"
  6. Paste the GUID for Citrix Broker Service that you got from the Get-WmiObject. Make sure the GUID has curly braces on both sides with no space between appid and the left curly brace.
  7. Press <Enter> to run the command.
  8. If you entered everything correctly, then it should say SSL Certificate successfully added.
  9. To confirm the certificate binding, run the following: 
    netsh http show sslcert ipport=0.0.0.0:443

Concurrent Logon Hard Limit

From Samuel Legrand XenApp 7.14 – (Really) Manage a DR! – Citrix Policies has a setting called Concurrent Logon Tolerance. However, it is not a hard limit, meaning once the limits are reached, it continues to let users connect. You can configure the Controllers to make it a hard limit by setting the following registry value on the Delivery Controllers:

  • HKLM\Software\Policies\Citrix\DesktopServer
    • LogonToleranceIsHardLimit (DWORD) = 1

Local Host Cache

Local Host Cache (LHC) allows new sessions to be started even if SQL database is unavailable.

From Local Host Cache sizing and scaling at Citrix Docs:

  1. For LHC LocalDB, assign the Controller VMs a single CPU socket with multiple CPU cores.
  2. Add two CPU cores for LHC.
  3. Add at least three more Gigs of RAM and watch the memory consumption.
  4. Since there’s no control over LHC election, ensure all Controllers have the same specs.
  5. The Docs article has scripts for monitoring LHC performance.

As mentioned by Citrix Docs, make sure PowerShell Execution Policy is set to RemoteSigned, Unrestricted, or Bypass.

If you did a fresh install of 2411, then Local Host Cache should be enabled by default. In PowerShell, you can run Get-BrokerSite to confirm.

If not enabled, you can run some PowerShell commands to enable Local Host Cache:

Set-BrokerSite -ConnectionLeasingEnabled $false
Set-BrokerSite -LocalHostCacheEnabled $true

When you view Delivery Groups in Web Studio 2407 and newer, the Troubleshoot tab for a Single-session OS Delivery Group might recommend enabling Local Host Cache within the Delivery Group settings.

  • In Web Studio 2407 and newer, edit the Delivery Group, click the Local Host Cache page, and change the selection to Keep resources available. Click Save.

George Spiers Local Host Cache XenApp & XenDesktop shows the Event Log entries when LHC is enabled.

Database Maintenance

Enable Read-Committed Snapshot

The Delivery Controller Database can become heavily utilized under load in a large environment. Therefore, Citrix recommends enabling the Read_Committed_Snapshot option on the Delivery Controller databases to remove contention on the database from read queries. This can improve the interactivity of Studio and Director. It should be noted that this option may increase the load on the tempdb files. See Citrix article CTX137161 How to Enable Read-Committed Snapshot in XenDesktop for configuration instructions.

Change Database Connection Strings

Sometimes the database connection strings need to be modified:

  • When moving the SQL databases to a different SQL server
  • For AlwaysOn Availability Groups, to add MultiSubnetFailover to the SQL connection strings
  • For SQL mirroring, to add Failover Partner to the SQL connection strings

Here are general instructions for moving the database and assigning the correct permissions:

  1. Backup the three Citrix databases on the original SQL server and restore them on the new SQL server. See Microsoft’s documentation for details.
  2. In SQL Management Studio > Security > Logins, add the Delivery Controller computer accounts (e.g., CORP\DDC01$)
  3. When adding the SQL Login, on the User Mapping page, select the three Citrix databases (Site database, Monitoring database, and Logging database)
  4. For each of the three Citrix databases, add the Delivery Controller computer account to the various database roles as listed below. The Site database has many more roles than the Logging and Monitoring databases.
    • Site database – ADIdentitySchema_ROLE
    • Site database – Analytics_ROLE (7.8 and newer)
    • Site database – AppLibrarySchema_ROLE (7.8 and newer)
    • Site database – chr_Broker
    • Site database – chr_Controller
    • Site database – ConfigLoggingSchema_ROLE
    • Site database – ConfigLoggingSiteSchema_ROLE
    • Site database – ConfigurationSchema_ROLE
    • Site database – DAS_ROLE
    • Site database – DesktopUpdateManagerSchema_ROLE
    • Site database – EnvTestServiceSchema_ROLE
    • Site database – HostingUnitServiceSchema_ROLE
    • Site database – Monitor_ROLE
    • Site database – MonitorData_ROLE
    • Site database – OrchestrationSchema_ROLE (7.11 and newer)
    • Site database – public
    • Site database – StorefrontSchema_ROLE (7.8 and newer)
    • Site database – TrustSchema_ROLE (7.11 and newer)
    • Monitoring database – Monitor_ROLE
    • Monitoring database – public
    • Logging database – ConfigLoggingSchema_ROLE
    • Logging database – public

From Citrix Docs Update database connection strings when using SQL Server high availability solutions: Citrix offers several PowerShell scripts that update Delivery Controller database connection strings when you are using SQL Server high availability database solutions such as AlwaysOn and mirroring. The scripts, which use the Citrix Virtual Apps and Desktops PowerShell API, are:

  • DBConnectionStringFuncs.ps1: The core script that does the actual work. This script contains common functions that the other scripts use.
  • Change_XD_Failover_Partner_v1.ps1: Updates (adds, changes, or removes) the failover partner. This script prompts for the failover partner location (FQDN) for each database. (Providing a blank failover partner removes the failover partner. You can also use the ClearPartner option to remove a partner.) Do not set the failover partner to the same location as the principal database server.
  • Change_XD_To_ConnectionString.ps1: Uses the provided connection strings to update the connection strings to the databases. This script ensures that certain Citrix services are up and running, and then updates those services in the correct order on all Controllers in the site. Enclose connection string information for each database in quotes.
  • Change_XD_To_MultiSubnetFailover.ps1: Toggles the addition and removal of MultiSubnetFailover=true. If you use AlwaysOn Availability Groups, Microsoft recommends that the connection string include MultiSubnetFailover=true. This option speeds up recovery when a high availability event occurs, and is recommended for both single and multi-subnet environments. Run this script once to add the option. Run the script again to remove it.
  • Change_XD_To_Null.ps1: Resets all the connection strings on the localhost because something has gone wrong. By resetting the connection strings to null, this script places the Controller into an “initial” state. If you run Studio after running this script, you’ll be asked if you want to create a site or join an existing site. This is useful if something has gone wrong and a reset is needed. After the reset, you can try again to set the connection strings.

Here are the DB Connections that must be changed. Make sure you include all of the DB Connections shown below. You can get the full list of database commands by running Get-Command Set-*DBConnection. When changing the DB connections, AdminDBConnection must be the last to be set to NULL, and the first to be configured with the new connection string. Repeat these instructions on all Delivery Controllers in the farm.

Remove the existing Database connections

At the Delivery Controller, open PowerShell as Administrator and run the following commands to clear the existing database connections.

## Disable configuration logging for the XD site:
Set-LogSite -State Disabled

## ## Clear the current Delivery Controller database connections
## Note: AdminDBConnection must be the last command
Set-ConfigDBConnection -DBConnection $null
Set-AppLibDBConnection -DBConnection $null    #7.8 and newer
Set-OrchDBConnection -DBConnection $null      #7.11 and newer
Set-TrustDBConnection -DBConnection $null     #7.11 and newer
Set-AcctDBConnection -DBConnection $null
Set-AnalyticsDBConnection -DBConnection $null # 7.6 and newer
Set-HypDBConnection -DBConnection $null
Set-ProvDBConnection -DBConnection $null
Set-BrokerDBConnection -DBConnection $null
Set-EnvTestDBConnection -DBConnection $null
Set-SfDBConnection -DBConnection $null
Set-MonitorDBConnection -DataStore Monitor -DBConnection $null   #Monitoring Database
Set-MonitorDBConnection -DBConnection $null                      #Site Database
Set-LogDBConnection -DataStore Logging -DBConnection $null       #Logging Database
Set-LogDBConnection -DBConnection $null                          #Site Database
Set-AdminDBConnection -DBConnection $null -force

Specify the new Database connection strings

Run the following commands to set the new SQL connection strings. Adjust the variables to match your desired connection string. For example, if you wish to add “;MultiSubnetFailover=True” to the connection strings, then set the $csSite variable to "Server=$ServerName;Initial Catalog=$SiteDBName;Integrated Security=True;MultiSubnetFailover=True". Repeat this for the $csLogging and $csMonitoring variables.

## Replace <dbserver> with the SQL server name, and instance if present, e.g "ServerName\SQLInstanceName". If no SQL Instance name is mentioned, this commandlet will try to connect to the default SQL instance.
## Replace <dbname> with the name of your restored Database
## Note: AdminDBConnection should be first

$ServerName = "<dbserver>"
$SiteDBName = "<SiteDbName>"
$LogDBName = "<LoggingDbName>"
$MonitorDBName = "<MonitorDbName>"
$csSite = "Server=$ServerName;Initial Catalog=$SiteDBName;Integrated Security=True;MultiSubnetFailover=True"
$csLogging = "Server=$ServerName;Initial Catalog=$LogDBName;Integrated Security=True;MultiSubnetFailover=True"
$csMonitoring = "Server=$ServerName;Initial Catalog=$MonitorDBName;Integrated Security=True;MultiSubnetFailover=True"

Set-AdminDBConnection -DBConnection $csSite
Set-ConfigDBConnection -DBConnection $csSite
Set-AcctDBConnection -DBConnection $csSite
Set-AnalyticsDBConnection -DBConnection $csSite # 7.6 and newer
Set-HypDBConnection -DBConnection $csSite 
Set-ProvDBConnection -DBConnection $csSite
Set-AppLibDBConnection –DBConnection $csSite # 7.8 and newer
Set-OrchDBConnection –DBConnection $csSite # 7.11 and newer
Set-TrustDBConnection –DBConnection $csSite # 7.11 and newer
Set-BrokerDBConnection -DBConnection $csSite
Set-EnvTestDBConnection -DBConnection $csSite
Set-SfDBConnection -DBConnection $csSite
Set-LogDBConnection -DBConnection $csSite
Set-LogDBConnection -DataStore Logging -DBConnection $null
Set-LogDBConnection -DBConnection $null
Set-LogDBConnection -DBConnection $csSite
Set-LogDBConnection -DataStore Logging -DBConnection $csLogging
Set-MonitorDBConnection -DBConnection $csSite
Set-MonitorDBConnection -DataStore Monitor -DBConnection $null
Set-MonitorDBConnection -DBConnection $null
Set-MonitorDBConnection -DBConnection $csSite
Set-MonitorDBConnection -DataStore Monitor -DBConnection $csMonitoring
Set-LogSite -State Enabled

Test the new Database connection strings

Run the following commands to verify connectivity to the database:

## Copy these variables from the previous step
## If you haven’t closed your PowerShell window, then the variables might still be defined. In that case, just run the Test commands
$ServerName = "<dbserver>"
$SiteDBName = "<SiteDbName>"
$LogDBName = "<LoggingDbName>"
$MonitorDBName = "<MonitorDbName>"
$csSite = "Server=$ServerName;Initial Catalog=$SiteDBName;Integrated Security=True"
$csLogging = "Server=$ServerName;Initial Catalog=$LogDBName;Integrated Security=True"
$csMonitoring = "Server=$ServerName;Initial Catalog=$MonitorDBName;Integrated Security=True"

Test-AcctDBConnection -DBConnection $csSite
Test-AdminDBConnection -DBConnection $csSite
Test-AnalyticsDBConnection -DBConnection $csSite # 7.6 and newer
Test-AppLibDBConnection -DBConnection $csSite # 7.8 and newer
Test-BrokerDBConnection -DBConnection $csSite
Test-ConfigDBConnection -DBConnection $csSite
Test-EnvTestDBConnection -DBConnection $csSite
Test-HypDBConnection -DBConnection $csSite
Test-LogDBConnection -DBConnection $csSite
Test-LogDBConnection -DataStore Logging -DBConnection $csLogging
Test-MonitorDBConnection -DBConnection $csSite
Test-MonitorDBConnection -Datastore Monitor -DBConnection $csMonitoring
Test-OrchDBConnection -DBConnection $csSite # 7.11 and newer
Test-ProvDBConnection -DBConnection $csSite
Test-SfDBConnection -DBConnection $csSite
Test-TrustDBConnection -DBConnection $csSite # 7.11 and newer

Director Grooming

If your Citrix Virtual Apps and Desktops is not Premium Edition, then all historical Director data is groomed at 30 days.

For Citrix Virtual Apps and Desktops Premium Edition, by default, most of the historical Director data is groomed at 90 days. This can be adjusted up to 367 days by running a PowerShell cmdlet.

  1. On a Delivery Controller, run PowerShell elevated (as administrator).
  2. Run Get-MonitorConfiguration to see the current grooming settings.
  3. Run Set-MonitorConfiguration to change the grooming settings.

View Logging Database

To view the contents of the Logging Database, in Web Studio, click the Logging node. On the right is Create Custom Report. See Citrix article CTX138132 Viewing Configuration Logging Data Not Shown for more info.

The Logging Database can be queried using Get-LogLowLevelOperation. See Stefan Beckmann Get user who set maintenance mode for a server or client for an example script that uses this PowerShell cmdlet.

Logging Database Grooming

By default, the Logging Database does not groom old entries. You can enable grooming in Citrix PowerShell by running the Set-LogSite cmdlet with the -LoggingDBPurgeDurationDays parameter. More info at Schedule periodic data deletion at Citrix Docs.

Studio Administrators

Full Administrators

  1. In Web Studio click the Administrators node and then click Create Administrator.
  2. In the Administrator and Scope page, Browse to a group (e.g. Citrix Admins) that will have permissions to Citrix Web Studio and Director.

  3. These groups typically have access to all objects, so select the All scope. Alternatively, you can create a Scope to limit the objects. Click Next.
  4. On the Role page, select a role, and then click Next. For example:
    • Full Administrator for the Citrix Admins group
    • Help Desk Administrator for the Help Desk group
    • Machine Catalog Administrator for the desktop team
  5. In the Summary page, click Finish.

Help Desk

  1. In Web Studio, click the Administrators node. On the Administrators tab, click Create Administrator.
  2. In the Administrator and Scope page, Browse to a Help Desk group that will have permissions to Web Studio and Director. Select the All scope. And click Next.
  3. On the Role page, select the Help Desk Administrator role, and then click Next.
  4. In the Summary page, click Finish.
  5. When administrators in the Help Desk role log into Director, all they see is this.

    To jazz it up a little, add the Help Desk group to the read-only role.
  6. Right-click the Help Desk Administrator and click Edit Administrator.
  7. Click Add.
  8. In the Scope page, select a scope, and click Next.
  9. In the Role page, select Read Only Administrator, and click Next.
  10. In the Summary page, click Finish.
  11. Then click Save. Now Director will display the dashboard.

Customer Experience Improvement Program

Citrix Virtual Apps and Desktops enables CEIP by default.

If desired, you can disable it in Citrix Web Studio (CVAD 2212 and newer):

  1. Go to https://ControllerFQDN/Citrix/Studio. 
  2. On the left, click Settings.
  3. On the top right, move the slider for Citrix Customer Experience Improvement Program.
  4. Click Apply at the bottom.

Citrix Studio collects data for Google Analytics. You can disable this in the registry at HKLM\Software\Citrix\DesktopStudio\GAEnabled = 0.

Each Citrix Virtual Apps and Desktops component has a separate configuration for disabling Customer Experience Improvement Program:

Web Studio Features

In Web Studio 2407 and newer:

  • The Help screen for each node in Web Studio has useful links.
  • New Search filters for Provisioning Type, and Zone. Filters can be saved.


  • In Search, if you click a filter field, you can pin it, and it stays on the screen so that you can quickly change its selections.
  • Persistent Multi-session Catalogs.

  • When creating an MCS Catalog, on the Virtual Machines page, if MCSIO write-back cache is enabled, you can specify the drive letter for the write-back cache.
  • If your Hosting Resource has multiple networks selected, you can edit a Machine Catalog and change the NICs. This only applies to new machines.
  • In Static (dedicated) Single-session Delivery Groups, in Autoscale > Load-based Settings, you can power off machines that nobody logged on to.
  • When editing a Static single-session Delivery Group, the Machine Allocation page lets you change the machine Display name shown to the user.
  • When viewing machines, there’s a new column for Desktop Display Name.
  • When creating or editing a Delivery Group, the Access Policy page has been redesigned. There are built-in Access Policies that can be edited to specify Smart Access filters for inclusion and/or exclusion. You can also add Access Policies.

  • On the Web Studio Settings page, you can enable Policy sets, which contain multiple policies. Then assign a policy set to Delivery Groups. Administrator scopes can include Policy Sets. See Citrix Docs.



  • Citrix Policy setting descriptions indicate if other settings must be enabled.
  • There is a new policy setting called Session metrics collection that is enabled by default.

Web Studio 2311 and newer under Logging can show you PowerShell and APIs that Web Studio is using.

Web Studio has a Settings page:

  1. Web Studio 2411 and newer let you Configure domain name.

  2. Web Studio 2308 and newer support Integrated Windows authentication.
  3. Web Studio 2308 and newer let you configure an Inactivity timeout.
  4. Web Studio 2311 and newer have multiple site management in the Settings node.

    • Use the Site selector at the top right of the page.
  5. Web Studio 2308 and newer support Vertical load balancing.

    • CVAD 2311 and newer let you set Vertical load balancing at the Delivery Group instead of only at the Site.
  6. Web Studio 2308+ lets you create folders of Machine Catalogs.
  7. Web Studio 2308+ lets you create folders of Delivery Groups.
  8. Web Studio 2402+ supports machine profile when using MCS on vSphere. MCS copies machine specifications (e.g., TPM) from the template machine to the MCS machines.
  9. Web Studio 2402+ has an Images node with Image Definitions and Image Versions that are prepared prior to creating or updating Catalogs. Now you can pre-replicate the baseDisk to datastores and later use the prepared image to quickly update the Catalogs. The Image Versions can also be shared by multiple Catalogs.

Hosting Connection – VMware vCenter

Citrix Virtual Apps and Desktops uses an Active Directory service account to log into VMware vCenter. This service account needs specific permissions in vCenter. To facilitate assigning these permissions, create a new vCenter role and assign it to the service account. The permissions should be applied at the vCenter datacenter object or higher level.

Import vCenter Root Certificate

If the vCenter certificate is valid and trusted, then you can skip to the Hosting Resource section.

For newer versions of vCenter, you can import the root certificate that signed the vCenter Server/Appliance certificate.

  1. Point your browser to the root path of the vCenter Server URL.
  2. On the bottom right, click Download trusted root CA certificates.
  3. Extract the downloaded files.
  4. Go to \certs\win.
  5. Sort the files by date, and double-click the newest .crt file.
  6. On the General tab, click Install Certificate.
  7. In the Welcome to the Certificate Import Wizard page, change the Store Location selection to Local Machine, and click Next.
  8. In the Certificate Store page, click Browse.
  9. Select Trust Root Certification Authorities, and click OK.
  10. In the Completing the Certificate Import Wizard page, click Finish.
  11. If you close your browser and reopen it, and then go to the vCenter URL, there should no longer be any certificate errors.
  12. Skip to the Hosting Resource section.

Import vCenter Certificate

If the vCenter certificate is valid and trusted, then you can skip to the Hosting Resource section.

Alternatively, you can import the actual vCenter Server certificate (instead of the root certificate). This is the only option for older self-signed vCenter certificates.

Newer versions of Citrix Virtual Apps and Desktops (CVAD) have the ability to import the vCenter certificate thumbprint into the database so that every Delivery Controller trusts it. However, it is difficult to update the thumbprint whenever the vCenter certificate changes. It might instead be more reliable to use the older method of configuring the Trusted People store on the Delivery Controllers. Whenever the vCenter certificate is changed, you’ll need to repeat these steps.

  1. Get the vCenter certificate.
    1. Open a browser and point it to the vCenter URL. Note: this procedure to get the certificate won’t work in Internet Explorer.
    2. If Google Chrome, click the Secure box in the address bar, and then click Certificate.
    3. On the Details tab, click Copy to File.
    4. In the Welcome to the Certificate Export Wizard page, click Next.
    5. In the Export File Format page, either format will work. Click Next.
    6. In the File to Export page, browse to a new file, and click Next.
    7. In the Completing the Certificate Export Wizard page, click Finish.
  2. On the Delivery Controller, run certlm.msc. This opens the MMC console with the Certificates snap-in already added and pointing to Local computer.
  3. On the left, right-click the Trusted People node, expand All Tasks, and click Import.
  4. In the Welcome to the Certificate Import Wizard page, click Next.
  5. In the File to Import page, browse to the certificate you saved earlier, and click Next.
  6. In the Certificate Store page, click Next.
  7. In the Completing the Certificate Import Wizard page, click Finish.
  8. Click OK to acknowledge that the import was successful.
  9. Repeat these steps on the second Delivery Controller. It is important that you import the certificate on all Delivery Controllers before you add the Hosting Resource in Web Studio.
  10. If you open a browser and point to the vCenter Server, there should be no certificate errors.

Hosting Resources

Hosting Resources are used by both Machine Creation Services (MCS) and by Citrix Provisioning’s CVAD Setup Wizard.

A Hosting Resource = vCenter + Cluster (Resource Pool) + Storage + Network. When you create a machine catalog, you select a previously created Hosting Resource and the new virtual machines are created on the Cluster, Storage, and Network defined in the Hosting Resource object. If you need some VDA machines on a different Cluster+Storage+Network, then you’ll need to define more Hosting Resources in Studio.

Hosting Connections and Hosting Resources are two different objects. The Hosting Connection defines the type of hypervisor and the credentials that Delivery Controller uses to log into the hypervisor. A single Hosting Connection can have multiple Hosting Resources for multiple clusters, multiple datastores, etc. The first time you run the wizard both objects are created. Later you can add Hosting Resources to a pre-existing Hosting Connection.

Citrix CTX131239 Supported Hypervisors for Virtual Desktops and Provisioning (Provisioning Services). vSphere 7 is supported in CVAD 2203 and newer. vSphere 8 is supported in CVAD 2212 and newer. SCVMM 2022 is supported in CVAD 2203 and newer.

  1. In Web Studio click Hosting.
  2. On the right, click Add Connection and Resources.
  3. In the Connection page, for Connection type, select VMware vSphere.
  4. Notice there’s a Learn about user permissions blue link to an article that describes the necessary permissions.
  5. In the Connection address field, enter a vCenter URL similar to https://vcenter01.corp.local/sdk. The URL must contain the FQDN of the vCenter server.
  6. Enter credentials of a service account that can log into vCenter.
  7. In the Connection name field, give the connection a name. Typically, this matches the name of the vCenter server.
  8. If you are not using Machine Creation Services (MCS) or Citrix Provisioning (PVS) and instead only need the vCenter connection for machine power management, change the Create virtual machines using selection to Other Tools.
  9. If you intend to use MCS or PVS, leave Create virtual machines using set to Studio Tools.
  10. Click Next.

  11. In the Storage Management page, click Browse and select a vSphere cluster.
    • Note: as detailed at CTX223662, make sure there’s no comma in the datacenter name.
  12. Select Use storage shared by hypervisors.
  13. Beware of Optimize temporary data on available local storage. From Mark Syms at Citrix Discussions: “If you use just MCS caching to local storage then the VM is not agile at all and cannot be moved even when powered off as it has a virtual disk permanently associated with a single host.”
  14. Click Next.
  15. In the Storage Selection page, OS and Temporary must be selected on at least one datastore.

    • For maximum virtual machine placement flexibility, only select one datastore per Hosting Resource. To select additional datastores, run this wizard again to create a separate Hosting Resource for each datastore.
    • When creating a Machine Catalog you select a Hosting Resource. If the Hosting Resource only has one datastore selected, then you know which datastore the new VMs will be placed on. However, if the Hosting Resource has multiple datastores selected, then the datastores are selected round robin and you don’t have any control over which datastore is selected for each new machine.
  16. In the Network page, enter a name for the Hosting Resource. Since each Hosting Resource is a combination of vCenter, Cluster, Network, and Datastores include those names in this field (e.g. vCenter01-Cluster01-Network01-Datastore01).
  17. Select a network and click Next.
  18. In the Summary page, click Finish.
  19. If you need to rename Storage, Network, or Datacenters in vCenter, see Citrix CTX225019 XA/XD 7.13: Renaming Storage, Network or Datacenters When Used With MCS or PVS. Either run Update-HypHypervisorConnection -LiteralPath "XDHyp:\Connections\MyConnection", or right-click the Hosting Resource and click Edit Storage. You can cancel the wizard.

If you have multiple datastores for your VDAs, then create multiple Hosting Resources (one for each datastore):

  1. Run the Add Connection and Resources wizard again.
  2. You can use the existing vCenter connection.
  3. This time, select a different datastore. Remember, don’t select more than one datastore per Hosting Resource.
  4. Give the Hosting Resource a name that indicates the chosen datastore.

When you later create a MCS Machine Catalog:

  1. Select the Hosting Resource for the datastore where you want the VDAs to be placed.
  2. You can create multiple Machine Catalogs, with each of them on different datastores. You can then combine the Catalogs into a single Delivery Group.

Citrix License Server

Upgrade Citrix License Server to version 11.17.2.0 build 51000, which might be newer than what’s on the CVAD ISO.

New License Server

If you’re building a new standalone Citrix License Server:

  1. Citrix now requires Licensing telemetry as described in CTX477614 Citrix License Telemetry FAQ. The build must be 40000 or newer and you must upgrade within 6 months of release.
  2. Extract the downloaded Citrix License 11.17.2.0 build 51000.
  3. Run CitrixLicensing.exe
  4. In the Software License Agreement page, check the box next to I have read, understand, and accept the terms, and click Next.
  5. In the Install Location page, click Next.
  6. In the Configure Ports page, click Next.
  7. In the Configure Customer Success Services Renewal page, click Install.
  8. In the Summary page, choose an option for sharing license server data with Citrix and then click Finish.

Upgrade License Server

Upgrade your Citrix License Server to 11.17.2.0 build 51000 if it isn’t already.

  1. Citrix now requires Licensing telemetry as described in CTX477614 Citrix License Telemetry FAQ. The build must be 40000 or newer and you must upgrade within 6 months of release.
  2. Go to the downloaded Citrix License 11.17.2.0 build 51000 and run CitrixLicensing.exe.

  3. If you see the Subscription Advantage Renewal page, make a selection, and click Next.
  4. In the Upgrade page, click Upgrade.
  5. If you login to the Citrix Licensing Manager (:8083), the top of the page shows the version number 11.17.2.0 build 51000.

Citrix Licensing Manager

Newer versions of License Server come with a new management web site.

  1. From the Start Menu, run Citrix Licensing Manager. Or go to https://<My_Licensing_Server>:8083
  2. You might be prompted to login.

    • To eliminate this login, add the License Server URL to the Local Intranet zone.
  3. Licensing Manager might prompt you to register with Citrix Cloud. This is for the new automatic License Activation Service added in License Server build 51000. Alternatively, you can still use the Legacy method of activating licenses.

    1. On the Settings > Register page, click Register.
    2. You’ll see a screen with a registration code. Click the Copy button and then click Register to be take to Citrix Cloud.
    3. The Register button in the Citrix License Server takes you to Identity and Access Management > API Access > Product Registrations. Click Register.
    4. Paste in the copied code and then click Continue.
    5. Click Register.
    6. Back in the on-premises Licensing Manager, it will eventually show as Registered.
    7. On the same Usage & Statistics page, scroll down, and then click Upload now. This should cause data to upload to Citrix Cloud and show up in Citrix Cloud Licensing.
  4. Licensing Manager 11.17.2.0 build 43000 and newer has a Product Information tab showing you component versions.
  5. Licensing Manager has a Dashboard page that shows installed licenses.

    • The default view is for License Activation Service. Click the arrow next to a license to view expiration details. These licenses are activated locally for 30 days, but activation is automatically extended by the License Activation Service before 30 days has passed. Multiple License Servers can be deployed for the same licenses. There is no enforcement of licensed limits.
    • There’s also an option for Citrix Licenses (Legacy) that is based on downloaded license files. These licenses can only be installed on one License Server. License quantities are enforced.
  6. If you click the gear icon on the top right…
  7. On the Account tab, you can add License Server Administrators.
  8. The Update Licenses tab lets you check for license renewals and download them.

Activate Citrix License

The easy way to install and activate a Citrix license using the Legacy method is through Citrix Web Studio. Alternatively, the License Activation Service can activate licenses automatically.

  1. In Web Studio, click the Licensing node.
  2. On the right, if you see a Log On button, click it and log on to the license server.
  3. Click More and then click Allocate License.
  4. Enter the license access code and click Show.
  5. Back in Web Studio, enter the License Access Code, click Show, and then click the Allocate licenses button at the bottom.

    • Another method of allocating licenses is in the Citrix Licensing Manager at https://MyLicenseServer:8083 > Install Licenses tab.
  6. After licenses are installed, click Edit Product Edition at the top of the Licensing page.
  7. Change the edition to match your licenses. If you see both Virtual Apps and Virtual Desktops licenses, you must select Virtual Desktops. If you see both Concurrent and User/Device, then you must select User/Device. Click Save when done.

  8. Citrix Virtual Apps and Desktops supports mixed licensing in a single site/farm. See the following:

License Server CEIP

Citrix License Server enables CEIP by default. This can be disabled:

  1. In the Citrix Licensing Manager (https://MyLicenseServer:8083) by clicking the gear icon.
  2. Switch to the Usage and Statistics tab and make a selection in the Share license server data with Citrix section.

Citrix License Server Monitoring

Citrix Licensing Manager has historical usage reporting:

  1. Run Citrix Licensing Manager from the Start Menu. Or use a browser to connect to https://MyLicenseServer:8083
  2. On the Historical Use tab, use the drop-down menus to select a license type, select dates, and export to a .csv file.
  3. At the bottom of this page is a link to change the retention period.

Jonathan Medd Monitor Citrix License Usage With PowerShell.

Lal Mohan – Citrix License Usage Monitoring Using Powershell

Remote Desktop Licensing Server

Install Remote Desktop Licensing Server

Do the following on your Delivery Controllers:

  1. In Server Manager, open the Manage menu, and click Add Roles and Features.
  2. In the Installation Type page, select Role-based or feature-based installation.
  3. Click Next until you get to the Server Roles page. Check the box next to Remote Desktop Services, and click Next.
  4. Click Next until you get to the Role Services page. Check the box next to Remote Desktop Licensing, and click Next.
  5. Click Add Features if prompted.
  6. Then finish the wizard to install the role service.

Activate Remote Desktop Licensing

  1. After RD Licensing is installed, in Server Manager, open the Tool menu, expand Terminal Services (or Remote Desktop Services), and click Remote Desktop Licensing Manager.
  2. The tool should find the local server. If it does not, right-click All servers, click Connect, and type in the name of the local server.
  3. Once the local server can be seen in the list, right-click the server and click Activate Server.
  4. In the Welcome to the Activate Server Wizard page, click Next.
  5. In the Connection Method page, click Next.
  6. In the Company Information page, enter the required information, and click Next.
  7. All of the fields on the Company Information page are optional, so you do not have to enter anything. Click Next.
  8. In the Completing the Activate Server Wizard page, uncheck the box next to Start Install Licenses Wizard now, and click Finish. Since the session hosts will be configured to pull Per User licenses, there is no need to install licenses on the RD Licensing Server.
  9. In RD Licensing Manager, right-click the server, and click Review Configuration.
  10. Ensure you have green check marks. If the person installing Remote Desktop Licensing does not have permissions to add the server to the Terminal Server License Servers group in Active Directory, ask a domain admin to do it manually. If you have the proper permissions, click Add to Group.
  11. Click Continue when prompted that you must have Domain Admins privileges.
  12. Click OK when prompted that the computer account has been added.
  13. Click OK to close the window.

Citrix Scout

Delivery Controller includes Citrix Scout that can be launched from the Start Menu.

The tool can run a manual collection, run a trace, schedule periodic collection, or run a Health Check.

Health Check:

  1. When adding machines, you can select StoreFront or Windows VDA.
  2. When you select machines, it might tell you to enable PSRemoting.
  3. Winrm is usually not enabled on desktop machines. Login to the machine, open command prompt as administrator, and run winrm quickconfig. It’s also possible to use Group Policy to enable winrm.
  4. Go back to Citrix Scout and click Continue.
  5. Click Start Checking.
  6. You can click View Details to view the issues it found.

Collect:

  1. The wizard is identical to the Health Check wizard, except there’s another screen to upload the data.

  2. If Citrix Cloud credentials, then you need to Generate a token.
  3. After logging into Citrix Cloud, copy the token.
  4. Go back to Citrix Scout and paste the token. Click Continue.
  5. Click Start Upload.
  6. Click View Analysis.

Links with more information:

Citrix Virtual Apps and Desktops Health Check

Sacha Thomet Finally 1.0 – but never finalized!: XenApp & XenDesktop 7.x Health Check script has now Version 1.0.

Pavan900 posted a PowerShell-based Health Check script at Citrix Studi – Colors for Maintenance Mode at Citrix Discussions.

Andrew Morgan – New Free Tool: Citrix Director Notification Service: The Citrix Director Notification service sits on an edge server as a service (or local to the delivery controller) and periodically checks the health of:

  • Citrix Licensing.
  • Database Connections.
  • Broker Service.
  • Core Services.
  • Hypervisor Connections.

And if any of these items fall out of bounds, an SMTP alert is sent to the mailbox of your choice for action. The tool will also send “All Clear” emails when these items are resolved, ensuring you are aware when the service has resumed a healthy state.

Related Pages

Citrix Virtual Apps and Desktops (CVAD) Upgrades

Last Modified: Jun 4, 2024 @ 3:44 pm

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Citrix Virtual Apps and Desktops (CVAD) Versions

Version Numbering

Citrix Virtual Apps and Desktops (CVAD) is the new name for XenApp and XenDesktop.

The most recent version of Citrix Virtual Apps and Desktops (CVAD) 7 is 2402 LTSR. The version number is based on YYMM (Year Month) format. References to 7.x versions in this article include the YYMM versions.

XenApp and XenDesktop 7.x versions range from 7.0 through 7.18. 7.18 is the last version of XenApp and XenDesktop. Citrix Virtual Apps and Desktops (CVAD) 2402, 2203, and 1912 are newer than XenApp and XenDesktop 7.18.

Release Notifications

Follow my Twitter or EUC Weekly Digests for new release notifications.

Sometimes release notifications are posted to Citrix Blogs, but this is not comprehensive.

Watch Citrix Discussions and Citrix Support Knowledgebase to learn about known issues that are fixed in a later release.

Release Classifications – LTSR, CR

Image from Citrix Blog Post What’s New in XenApp, XenDesktop and XenServer November 2017.

There are three classifications for on-premises releases:

  • LTSR (Long Term Service Release) – these releases get 5 years of mainstream support from the release date, plus up to 5 more years of paid extended support
  • CR (Current Release) – 6 months support from the release date. Updated quarterly.
  • LTSR Compatible Components – non-LTSR components running in a LTSR implementation. This classification provides exceptions to the requirement that all components must be LTSR versions.

Citrix Virtual Apps and Desktops (CVAD) is a bundle of components. Long Term Support requires the components to be specific versions. Any deviation from the required versions results in loss of Long Term Support, and instead is classified and supported as a Current Release. Use Citrix LTSR Assistant tool to confirm LTSR compliance.

LTSR Programs

There are three different LTSR programs:

LTSR Licensing requirement

LTSR requires you to be on Customer Success Services Select, formerly known as Software Maintenance.

LTSR vs CR

Support Duration

LTSR is supported for 5 years from the LTSR release date, plus 5 more years of optional, paid extended support.

  • LTSR Cumulative Updates (similar to service packs) are released periodically. Cumulative Updates for LTSR are installed exactly like upgrading to a newer Current Release, except you don’t get any new features.
    • Cumulative Updates are released only for LTSR versions. To patch a Current Release, upgrade to the newest Current Release.
  • Be prepared to install these LTSR Cumulative Updates every 6 months. Workspace app LTSR (or Receiver LTSR) too.

Current Releases are end-of-maintenance after 6 months, and end-of-life after 18 months.

  • Be prepared to upgrade to a newer Current Release every 6 months. Workspace app too.

See Lifecycle Milestones for Citrix Virtual Apps & Citrix Virtual Apps and Desktops for an explanation of support durations for each release classification.

In either case, you are expected to perform some sort of upgrade or update approximately twice per year.

Release Frequency

New LTSR versions of CVAD are released every 18-24 months.

There are three supported LTSR releases of Citrix Virtual Apps and Desktops: LTSR 2402, LTSR 2203, and LTSR 1912.

LTSR 7.15 is no longer supported by Citrix.

Cumulative Updates (CU) for LTSR are released every few months. Don’t forget to install these patches. I’ve seen CUs fix LTSR issues.

  • Cumulative Updates do not include new features.
  • Citrix has not yet released any Cumulative Updates for LTSR 2402.
  • Citrix has released three Cumulative Updates for LTSR 2203, bumping up the version to 2203.3000.
  • Citrix has released eight Cumulative Updates for LTSR 1912, bumping up the version to 1912.8000.
  • Citrix will continue to release Cumulative Updates for all currently supported LTSR versions.

You can upgrade directly to the latest Cumulative Update. It is not necessary to upgrade to the base version before upgrading to the latest Cumulative Update.

New Current Release versions are released every quarter. Sometimes longer for Workspace app.

Some Citrix Virtual Apps and Desktops (CVAD) components are released on a separate schedule from the main LTSR or Current Release releases:

  • App Layering
  • Workspace Environment Management

Citrix Provisioning version numbers don’t line up with Citrix Virtual Apps and Desktops (CVAD) LTSR Cumulative Update version numbers:

  • Citrix Virtual Apps and Desktops (CVAD) 2402 LTSR comes with Citrix Provisioning 2402
  • Citrix Virtual Apps and Desktops (CVAD) 2203 LTSR CU5 comes with Citrix Provisioning 2203 CU4
  • Citrix Virtual Apps and Desktops (CVAD) 1912 LTSR CU8 comes with Provisioning Services 1912 CU7

Current Release cons

New Current Releases add new features, and new bugs.

No hotfixes will be released for Current Releases. To get hotfixes, upgrade to the newest Current Release.

LTSR cons

Features not in LTSR – Some features are not included in the LTSR program. In other words, these features don’t get 5 years of support, and might not even be included in the LTSR installer.

  • Personal vDisk and AppDisks – these are replaced by User Personalization Layers.
  • Framehawk

Features in Current Release but not LTSR:

  • Upcoming CVAD Current Release Version 2405 will have new features that are not in 2402 LTSR. Will you upgrade to CVAD 2405, which puts you on the Current Release upgrade train? Or will you wait until the next LTSR, probably released sometime in 2026?
    • Another option is to remain on 2402 LTSR (with latest cumulative update) until you see a Current Release with new features that are desirable enough to upgrade to. You can then upgrade directly from 2402 LTSR to the latest Current Release (e.g., 2502). There’s no need to upgrade to intermediary versions.

Don’t mix Current Release and LTSR components – As soon as you upgrade one LTSR component to Current Release, upgrade all other LTSR components to Current Release and keep them updated with new Current Releases every 6 months.

  • When the next LTSR is released, you can stop upgrading (except for Cumulative Updates).
  • Or deploy Current Release in a separate environment.
  • Use Citrix LTSR Assistant tool to confirm LTSR compliance.
  • Some app vendors require you to remain on LTSR.

LTSR “compatible” components require frequent upgrades – Some components, like App Layering, are LTSR “compatible”, meaning there’s no LTSR version, but it’s OK to use them in an LTSR environment. Since they’re Current Release and not LTSR, you’re expected to update the Current Release components to the latest release every 6 months.

  • There’s no LTSR version of Citrix Licensing. Instead, always upgrade Citrix Licensing to the latest Current Release version.
  • There’s no LTSR version of App Layering. Instead, always upgrade App Layering to the latest Current Release version.
  • There’s no LTSR version of Citrix Workspace Environment Management. Instead, always upgrade Citrix Workspace Environment Management (WEM) to the latest Current Release version.

Windows 11 is supported in CVAD 2109 and newer. Windows 11 is not supported in CVAD 1912 LTSR.

Windows 7 and Windows Server 2008 R2 support: 7.16 VDA and newer, including 1912 LTSR VDA, are not supported on Windows 7 or Windows Server 2008 R2. For these operating system versions, install 7.15 LTSR VDA. The 7.15 LTSR VDA can register with newer Delivery Controllers. However, the 7.15 LTSR VDAs cannot take advantage of the newer features in the newer releases.

Citrix Virtual Apps and Desktops (CVAD) Supported versions

The most recent release of Citrix Virtual Apps and Desktops (CVAD) is version 2402.

There are three supported LTSR versions of Citrix Virtual Apps and Desktops (CVAD): LTSR 2402, LTSR 2203, and LTSR 1912.

  • No Cumulative Updates have yet been released for LTSR 2402.
  • Cumulative Update 5 has been released for LTSR 2203, resulting in version number 2203.5000.
  • Cumulative Update 8 has been released for LTSR 1912, resulting in version number 1912.8000.

You can directly install the latest Cumulative Update of any LTSR version. It is not necessary to install the base version of the LTSR version before you upgrade to the latest Cumulative Update.

Examples of non-supported versions:

  • Citrix Virtual Apps and Desktops (CVAD) 1909 is not LTSR, and is more than six months past release date, so Citrix will not provide any code fixes. Once 18 months have elapsed, Citrix will not support it at all.

Workspace app Supported Versions

Starting in August 2018, Receiver have been renamed to Workspace app. Also, versioning has changed from 4.x to a YYMM (year month) format.

The most recent Current Release of Workspace app is version Workspace app 2403.

The latest LTSR version of Workspace app is version 2402 LTSR.

  • Browser Content Redirection does not work in LTSR Workspace app because Embedded browser is removed due to infrequent updates of LTSR versus frequent updates of the embedded browser.

Citrix Virtual Apps and Desktops (CVAD) Component Version Dependencies

Citrix Virtual Apps and Desktops (CVAD) is a collection of installable components:

  • Citrix Licensing Server
  • Delivery Controller
  • Citrix Studio
  • Virtual Delivery Agent
  • Director
  • StoreFront
  • Federated Authentication Service
  • App Layering
  • Citrix Provisioning
  • Citrix Group Policy Management Plug-in
  • Profile Management
  • Workspace Environment Management
  • Session Recording
  • Workspace app for Windows, Linux, Mac, iOS, and Android
  • Workspace app for HTML5
  • Skype for Business HDX RealTime Optimization Pack
  • Citrix ADC (aka NetScaler) Load Balancing
  • Citrix Gateway

Component behaviors:

  • Each component can be installed separately.
  • Some components can be combined onto the same machine.
  • Some components are completely standalone with no dependency on other components.
  • Some components communicate with other components, and thus are dependent on those other components.

The fewest components that make up a Citrix Virtual Apps and Desktops (CVAD) site/farm are License Server + Delivery Controller + Studio + VDA + SQL Databases.

  • A farm/site is a collection of Delivery Controllers that share the same SQL databases.
  • The official term is Citrix Virtual Apps and Desktops (CVAD) Site. However, since the word “site” has multiple meanings, this article instead refers to a Citrix Virtual Apps and Desktops (CVAD) Site as a Farm, which is the same terminology used in XenApp 6.5 and older.

Some of the components can be used with multiple sites/farms.

  • Citrix Licensing Server can be used by multiple sites/farms.
  • StoreFront can pull icons from multiple sites/farms, including XenApp 6.5. This enables multi-farm capabilities for the following components that are dependent on StoreFront:
    • Federated Authentication Service can be used by multiple StoreFront servers.
    • Workspace app for Windows, Linux, Mac, iOS, and Android can connect to multiple StoreFront stores, which can be on different StoreFront servers.
    • Each StoreFront server has its own Workspace app for HTML5
    • Citrix Gateway connects to one StoreFront server
  • Citrix Studio can connect to multiple sites/farms.
  • Virtual Delivery Agent can register with only one site/farm at a time, but the farm registration can be easily changed by modifying the ListOfDDCs registry key.
  • Director can display monitoring data from multiple sites/farms.
  • App Layering has no relationship to Citrix Virtual Apps and Desktops (CVAD) sites/farms, and thus can be used with any number of them.
  • Citrix Provisioning has no relationship to Citrix Virtual Apps and Desktops (CVAD) sites/farms, and thus can be used with any number of them.
  • Citrix Group Policy Management Plug-in can be used to create Citrix Policies that can apply to multiple sites/farms.
  • Profile Management has no relationship to Citrix Virtual Apps and Desktops (CVAD) sites/farms, and thus can be used with any number of them. The profiles are usually tied to a VDA operating system version.
  • Workspace Environment Management has no relationship to Citrix Virtual Apps and Desktops (CVAD) sites/farms, and thus can be used with any number of them.
  • Session Recording has no relationship to Citrix Virtual Apps and Desktops (CVAD) sites/farms, and thus can be used with any number of them.
  • Skype for Business HDX RealTime Optimization Pack has no relationship to Citrix Virtual Apps and Desktops (CVAD) sites/farms, and thus can be used with any number of them. This component only cares about the RealTime Connector that is installed on the VDA.

The Citrix components that don’t have any relationship to Citrix Virtual Apps and Desktops (CVAD) sites/farms can be used with XenApp 6.5 too.

Some components communicate with other components, and thus are dependent on the versions of those other components.

  • Citrix Licensing Server should always be the newest version. Citrix Virtual Apps and Desktops (CVAD) Components will verify the Licensing Server version.
  • StoreFront can usually work with any Delivery Controller version, including XenApp 6.5.
  • Citrix Studio should be the same version as the Delivery Controllers it is managing.
  • Virtual Delivery Agents can be any version, including older or newer than the Delivery Controllers.
  • Director uses the Citrix Monitoring Service that is installed on the Delivery Controllers.
  • Workspace Environment Management (WEM) – newer WEM can configure newer Profile Management features. Otherwise, WEM is independent from Citrix Virtual Apps and Desktops (CVAD).
  • Workspace app – Many newer Citrix Virtual Apps and Desktops (CVAD) features require a specific version of Workspace app.
    • The newest Workspace app along with the newest VDA supports the latest Teams optimization (offload) features. LTSR versions of these components might not support the latest Teams optimization features.
    • If you are deploying Current Releases, then deploy the newest Current Release Workspace app.
    • If you are deploying LTSR, then deploy the latest LTSR Workspace app or LTSR Receiver.
      • If you need Browser Content Redirection, then deploy the latest Current Release Workspace app since LTSR Workspace app does not support Browser Content Redirection.
  • Citrix Gateway – Some Newer Citrix features require newer Citrix ADC firmware. For example:
    • EDT (Enlightened Data Transport) / Adaptive Transport
    • Gateway Configuration export/import with StoreFront
  • Citrix ADC builds have bug fixes that affect the Citrix Virtual Apps and Desktops (CVAD) experience.

Upgrade Overview

Components

Citrix Virtual Apps and Desktops (CVAD) is composed of multiple Components, each of which is upgraded separately.

Newer versions of Citrix components enable Customer Experience Improvement Program (CEIP) automatically. If you wish to disable CEIP, see https://www.carlstalhood.com/delivery-controller-cr-and-licensing/#ceip.

Component Upgrade Process

In-place upgrades – CVAD components can be upgraded in-place. No need to rebuild like you did in XenApp 6.5 and older.

  • For LTSR releases, you can upgrade directly to the latest Cumulative Update. It is not necessary to install the base LTSR version first.
  • For Current Releases, you can upgrade directly to the latest Current Release.

Here’s the general, in-place upgrade process for each component. Detailed instructions for each component are detailed later.

  1. In-place upgrade one (or half) of the component’s servers.
  2. Upgrade the component’s database. Requires temporary sysadmin permission on SQL Server. Not all components have databases.
  3. In-place upgrade the remaining component’s servers.
  4. In-place upgrade the agents.
    1. Rebuilding of master images might be preferred, assuming you have time to automate it.

Mix and match VDA/Controller versions – You can upgrade VDAs without upgrading Delivery Controllers. Or vice versa.

  • Newer VDA features sometimes require Citrix Policy to enable or configure. The newest Citrix Policy settings are included in Delivery Controller / Citrix Studio upgrades. Or, if you haven’t upgraded your Delivery Controllers yet, you can simply upgrade the Citrix Group Policy Management component.

VDA Operating System version Upgrade – Considerations when upgrading the VDA operating system version:

  • Operating System Version – VDA 7.16 and newer no longer support Windows Server 2008 R2, Windows 7, or Windows 8/8.1. If you need these older operating system versions, then install VDA 7.15 instead. VDA 7.15 can register with 1912 Delivery Controllers.
    • Windows 11 – VDA 1912 LTSR does not support Windows 11, but CVAD 2109 and newer do support Windows 11
  • App compatibility – Verify app compatibility with the new OS version. For compatibility with a Server OS version, check compatibility with the equivalent Desktop OS version.
    • Windows Server 2012 R2 = 64-bit Windows 8.1
    • Windows Server 2016 = 64-bit Windows 10 1607
    • Windows Server 2019 = 64-bit Windows 10 1809
    • Windows Server 2022 = 64-bit Windows 10 21H2
  • Start Menu in published desktop – If you publish desktops, is the Windows 2012 R2 Start Menu acceptable to the users? Windows 2012 R2 Start Menu is the same as Windows 8.1 Start Menu.
    • Windows Server 2016 Start Menu is the same as Windows 10 1607 Start Menu.
    • Windows Server 2019 Start Menu is the same as Windows 10 1809 Start Menu.
    • Windows Server 2022 Start Menu is the same as Windows 10 21H2 Start Menu.
  • GPO settings– Newer OSs have newer Microsoft GPO settings.
  • Profile version – Newer OS means newer profile version. Older profile versions do not work on newer operating system versions. For example, you can’t use Windows 7 profiles on Windows 10. This means that an OS upgrade results in new profiles for every user.
    • Write a script to copy profile settings from the old profiles to the new profiles.
  • Remote Desktop Services (RDS) Licensing – if you are building RDSH (Server OS) VDAs, then every user that connects must have an RDS License for the RDSH operating system version. If RDSH is Windows 2016, then every user needs a Windows 2016 RDS License. Windows 2008 R2 RDS Licenses won’t work.
    • RDS Licensing Server – RDS Licensing Server is a built-in Windows Server Role. It must be installed on servers with the same or newer operating system version than the RDSH VDAs.
  • Windows 10 versions and Windows 11 versions – See CTX224843Windows 10 & 11 Compatibility with Citrix Virtual Desktops.
  • Upgrade Windows 10 or Windows 11 version – If you in-place upgrade Windows 10 or Windows 11, first remove the VDA software, upgrade Windows, and then reinstall VDA.
    • App Layering – Due to dependencies between App Layers and OS Layer, you might have to in-place upgrade your OS Layer.
  • Citrix Virtual Apps and Desktops (CVAD)Component Agents – ensure the Citrix component agents (WEM Agent, Profile Management, Session Recording Agent, App Layering Tools, etc.) are supported on the new OS version.

Considerations for upgrading the operating system version on component servers:

  • Do not in-place upgrade the operating system version. Instead, build new VMs, and join them to the existing infrastructure.
  • New OS version requires newer component versions. The required component version might be newer than what you’re currently running.
  • When adding a server to the existing component farm/site, the new server must be running the same component version as the existing servers. That means you might have to in-place upgrade your existing component servers before you can add new component servers running a newer operating system version.
  • For example:
    • Existing Delivery Controllers are version 1912 on Windows Server 2019.
    • You desire to migrate to new Windows Server 2022 Delivery Controllers.
    • Only Delivery Controller 2203 and newer can be installed on Windows 2022. But you can’t add Delivery Controller 2203 to a Delivery Controller 1912 farm/site.
    • Upgrade the existing Delivery Controllers to 2203 or newer first.
    • Then you can add the new Windows Server 2022 Delivery Controllers VMs to the existing farm/site.

Here are general instructions to upgrade component server OS version. Detailed instructions for each component are detailed later.

  1. In-place upgrade the existing component servers to a version that supports the new OS. Check the System Requirements documentation for each component to verify OS version compatibility.
  2. Build new machine(s) with desired OS version.
  3. On the new machines, install the same component version as the existing component servers.
    • The new machines must be the same component version as the existing machines. You can’t add machines with newer component versions.
  4. Add the new component servers to the existing farm/site/server group.
  5. Migrate load balancer, VDAs, Targets, etc. from old to new. See below for detailed instructions for each component.
  6. Decommission old servers.

Upgrade Guidelines

Test farms – Test Citrix infrastructure upgrades in separate test environments (separate test farms):

  • Due to forwards and backwards compatibility, VDA upgrades can usually be tested in production.
  • Everything else requires global server-side upgrades first, so you can’t test them in production.
  • Upgrade procedures for High Availability components (e.g., multiple Delivery Controllers) are different than upgrade procedures for singe, standalone components. The Test environment should look like production, which means HA too.
  • The separate Test environments should include multi-datacenter capabilities (StoreFront icon aggregation, GSLB, etc.) so those multi-datacenter features can be tested.

Known upgrade issues – Read Citrix Discussions, or ask your Citrix Support TRM, for known upgrade issues. Don’t upgrade production immediately after a new version is released.

  • Read the release notes, especially the known issues.

Smart Check the environment before upgrading. It’s free. Access it at https://smart.cloud.com.

Backup/snapshot – Backup databases, snapshot machines, etc. before starting the in-place upgrade.

  • Have a rollback plan, including the databases.

Citrix Licensing Server – Always upgrade the Citrix Licensing Server before upgrading anything else.

  • Check Subscription Advantage (SA) date on the installed licenses. Some components require SA expiration date to be later than the component’s release date.

In-place upgrade preparation:

  1. Make sure other admins are logged off before starting the upgrades.
  2. Close all consoles and PowerShell.
  3. Snapshot the machines.

Upgrade Citrix Virtual Apps and Desktops (CVAD)

All CVAD components can be upgraded in-place.

  • For the list of versions that you can upgrade directly from, see Citrix Docs. Also see the Citrix Upgrade Guide.
  • Current Release upgrades are cumulative. You can skip intermediary versions.
  • LTSR Cumulative Updates are also cumulative, hence the name.
  • LTSR Cumulative Updates are installed using the same process as Current Release upgrades. The only difference is that you don’t get new features with LTSR updates.

Some components (Delivery Controllers, Citrix Provisioning, Session Recording, WEM, etc.) require the person doing the upgrade to have temporary sysadmin permissions on the SQL server so the database can be upgraded.

Upgrade order – For the most part, upgrade order doesn’t matter. That’s because there are few dependencies between each component, as detailed earlier.

  • Before upgrading anything else, upgrade the Citrix Licensing Server.
    • Install updated license files with non-expired Subscription Advantage dates.
  • VDAs and Delivery Controllers can be different versions.
    • VDAs can be upgraded before Controllers, or vice/versa.
  • If Zones, upgrade all Delivery Controllers in all zones at the same time.
  • For Director, upgrading Director won’t do you much good if the Controllers aren’t upgraded, since Director uses the Monitoring service that’s installed on the Controllers.
  • For Citrix Provisioning, the Citrix Provisioning servers must be upgraded before you upgrade the Target Device Software.
  • For Session Recording, the Session Recording server(s) must be upgraded before you upgrade the Session Recording agent.
  • For WEM, the WEM server(s) must be upgraded before you upgrade the WEM agent.

If you upgrade to a version that has CEIP functionality, decide if you want to disable CEIP, or leave it enabled.

After upgrading, configure new functionality.

Additional general upgrade guidance can be found at Upgrade a deployment at Citrix Docs.

Citrix Licensing Server

It’s a simple in-place upgrade.

  • After upgrading, download the latest license files from http://mycitrix.com, and install the license files on the license server. Make sure the Subscription Advantage date hasn’t expired.

To upgrade the Licensing Server Operating System version:

  1. Build a new VM with desired OS version.
  2. Install the latest Current Release License Server.
  3. At http://mycitrix.com, reallocate licenses to the new case-sensitive hostname, and install the license file on the new Licensing Server.
  4. In Citrix Studio, go to Configuration > Licensing, and change the License Server to the new Licensing Server.

Delivery Controllers

Both of the following types of upgrades/updates use the same upgrade process:

  • Install latest LTSR Cumulative Update
  • Upgrade to latest Current Release

To in-place upgrade Delivery Controller version:

  1. Upgrade the Citrix Licensing Server if you haven’t already. Install current licenses if you haven’t already. Make sure CSS date is not expired.
  2. Ask a DBA for temporary sysadmin permission to the SQL server.
  3. Prepare: logoff other admins, close consoles.
  4. If upgrading from 7.15 to 2203 or newer, then 7.15 must be Cumulative Update 5 or newer.
  5. In-place upgrade one (or half) of the Delivery Controllers. Upgrade to one of the following:
    1. Delivery Controller LTSR 2402
    2. Delivery Controller LTSR 2203 CU5
    3. Delivery Controller LTSR 1912 CU8
  6. Launch Citrix Studio or Site Manager. Upgrade the database when prompted.
  7. In-place upgrade the remaining Delivery Controllers.
  8. Temporary SQL sysadmin permissions can now be removed.
  9. For Citrix Studio that’s installed on administrator machines other than Delivery Controllers, in-place upgrade Citrix Studio by running AutoSelect.exe from the Current Release or LTSR CVAD ISO.

To upgrade the operating system version of the Delivery Controllers:

  1. In-place upgrade the existing Delivery Controllers to a version that supports the new operating system version.
    1. For Windows Server 2016, upgrade Delivery Controller to version 7.15 or newer.
    2. For Windows Server 2019, upgrade Delivery Controller to version 1912 or newer
    3. For Windows Server 2022, upgrade Delivery Controller to version 2203 or newer.
      • CVAD 1912 does not support Windows Server 2022.
      • CVAD 2203 does not support Windows Server 2012 R2. If upgrading from Windows 2012 R2 to Windows 2022, then upgrade to CVAD 1912 first, replace the OS to Windows 2019, upgrade to CVAD 2203, and then replace the OS to Windows 2022.
  2. Build one or more new virtual machines with the new operating system version.
  3. Install Delivery Controller software with the same version as the other Delivery Controllers.
  4. If vSphere, import the vCenter cert into Trusted Root or Trusted People.
  5. Run Citrix Studio and join the new machines to the existing farm/site.
  6. Reconfigure VDAs to point to the new Delivery Controllers. Edit the ListOfDDCs registry key.
  7. Reconfigure Director server > IIS Admin > Default Web Site > Director > Application Settings > Service.AutoDiscoveryAddresses to point to the new Delivery Controllers.
  8. Reconfigure StoreFront console > MyStore > Manage Delivery Controllers to point to the new Delivery Controllers.
  9. Secure Ticket Authorities:
    1. Add the new Delivery Controllers to firewall rules between Citrix ADC SNIP and STAs.
    2. In Citrix Gateway > Edit Virtual Server > scroll down to the Published Applications section > click the line to edit the Secure Ticket Authorities. Add the new Delivery Controllers as Secure Ticket Authorities. Don’t remove the old ones yet.
    3. In StoreFront Console, go to Manage Citrix Gateways > edit each Gateway > on the Secure Ticket Authority page, add the new Delivery Controllers as Secure Ticket Authorities, and remove the old ones.
    4. In Citrix Gateway > Edit Virtual Server > scroll down to the Published Applications section > click the line to edit the Secure Ticket Authorities. Remove the older Controllers as Secure Ticket Authorities.
  10. In Citrix Studio, at Configuration > Controllers, remove the old Delivery Controllers.
    • Note: if this doesn’t work, then you might have to manually evict the old Delivery Controllers from the SQL database.
  11. Decommission the old Delivery Controllers.

An alternate method of upgrading the operating system on the Delivery Controllers while preserving the machine’s identity:

  1. The new server will have the same Citrix version as already installed. You might have to in-place upgrade Citrix to get to a version that supports the new operating system version. CVAD 1912 can run on Windows Server 2019, but it cannot run on Windows Server 2022. CVAD 2203 supports Windows Server 2022, but it does not support Windows Server 2012 R2. If upgrading from Windows 2012 R2 to Windows 2022, then upgrade to CVAD 1912 first, replace the OS to Windows 2019, upgrade to CVAD 2203, and then replace the OS to Windows 2022.
  2. Export any certificates that you want to keep and put them on a different machine.
  3. Record the IP Address and hostname of the machine you want to replace.
  4. Record the database connection strings. PowerShell Get-BrokerDBConnection shows the main database connection. Get the Logging and Monitoring database names from Citrix Studio > Configuration.
  5. Shut down a Delivery Controller and never power it on again. Don’t remove this machine from the domain to avoid accidentally deleting the Active Directory computer object.
  6. Build a new machine with an operating system version supported by the Citrix version running on the other Delivery Controllers. Give it the same name and IP address. Join it to the domain using the existing Active Directory computer object.
  7. Install the same version of Delivery Controller as was running previously. Don’t run Citrix Studio.
  8. If vSphere, import the vCenter cert into Trusted Root or Trusted People.
  9. Use the PowerShell commands at https://www.carlstalhood.com/delivery-controller-cr-and-licensing/#changedbstrings to connect the new machine to the SQL database.
  10. Run Citrix Studio. It might ask you to upgrade the database but it’s merely finishing the database connection and not actually upgrading anything.

App Layering

To in-place upgrade Citrix App Layering:

  • In-place upgrade the ELM appliance.
    • From 4.2 and newer, newer versions should be downloaded automatically. Just click the link to start the upgrade.
    • From 4.1 and older, download the upgrade package and upload it to the ELM.
  • Upgrade the App Layering Citrix Provisioning Agent by uninstalling the Citrix Provisioning Agent and re-installing it.
  • Create a new OS Layer version and install the latest OS Machine Tools.
  • When the images are published, the drivers will be updated automatically by the ELM.

Workspace Environment Management (WEM)

There is no LTSR version of Citrix Workspace Environment Management (WEM) so you should always deploy the latest version of WEM.

To in-place upgrade Citrix Workspace Environment Management (WEM):

  1. In-place upgrade the Citrix Licensing Server if you haven’t already.
    1. Ensure the installed licenses have a non-expired Subscription Advantage date.
  2. Ask a DBA for temporary sysadmin permission to the SQL server.
  3. In-place upgrade the first WEM Server. Consider removing it from load balancing before performing the upgrade.
  4. Use the Database Maintenance tool to upgrade the WEM database.
  5. Run the WEM Broker Configuration Tool on the upgraded Broker to point to the upgraded database.
  6. In-place upgrade the remaining WEM Servers. Consider removing them from load balancing before performing the upgrade.
  7. Temporary sysadmin permissions can now be removed.
  8. In-place upgrade the WEM Console on all non-server machines where it is installed.
  9. In-place upgrade the WEM Agents.
  10. If you are upgrading from WEM 4.2 and older, in the WEM Console, add the WEM Agents (computer accounts) to Configuration Sets instead of the old WEM Sites.

To upgrade the operating system version of the Workspace Environment Management servers, it’s easier if you have a custom DNS name, or load balanced DNS name for WEM, instead of using a server name:

  1. In-place upgrade the existing WEM servers to a version that supports the OS you intend for the new WEM servers.
  2. Build new WEM servers with the same WEM version as the existing WEM servers.
  3. Configure the new WEM servers to point to the same database as the old WEM servers.
  4. Cutover options:
    1. If you have a load balanced DNS name for WEM, reconfigure the load balancer to point to the new WEM servers.
    2. If you have a custom DNS name for WEM, change it to resolve to the new WEM server’s IP address.
    3. If you were previously using the actual server name, then you can either change the WEM Agent group policy to point to the new WEM server name, or delete the old WEM server and rename the new WEM server, or delete the old WEM server and reconfigure the old DNS name as a custom DNS name for the new WEM server.
  5. Decommission the old WEM servers.

Session Recording

To in-place upgrade Session Recording:

  1. In-place upgrade the Citrix Licensing Server if you haven’t already.
    • Ensure the installed licenses have a non-expired Subscription Advantage/CSS date.
  2. Ask a DBA for temporary sysadmin permission to the SQL server.
  3. In-place upgrade the first Session Recording server to one of the following.
    1. Session Recording is on the main Citrix Virtual Apps and Desktops (CVAD) ISO.
    2. Session Recording LTSR 2402
    3. Session Recording LTSR 2203 CU5
    4. Session Recording LTSR 1912 CU8
  4. The upgrade of the first Session Recording server should automatically upgrade the database.
  5. In-place upgrade the remaining Session Recording Servers. Consider removing them from load balancing before performing the upgrade.
  6. Temporary sysadmin permissions can now be removed.
  7. In-place upgrade the Session Recording Agents.
  8. In-place upgrade the Session Recording Player on all machines where it is installed.

To upgrade the operating system version of the Session Recording servers, it’s easier if you have a custom DNS name or load balanced DNS name for Session Recording, instead of using a server name:

  1. In-place upgrade the existing Session Recording servers to a version that supports the OS you intend for the new Session Recording servers.
  2. Build new Session Recording servers with the same Session Recording version as the existing Session Recording servers.
  3. Configure the new Session Recording servers to point to the same database as the old Session Recording servers.
  4. Configure the new Session Recording servers to store recordings on the same UNC path as the old Session Recording servers.
  5. The certificate on the Session Recording servers or load balancer must match the DNS name used by the Session Recording Agents and Player.
  6. Cutover:
    1. If you have a load balanced DNS name for Session Recording, reconfigure the load balancer to point to the new Session Recording servers.
    2. If you have a custom DNS name for Session Recording, change it to resolve to the new Session Recording server’s IP address.
    3. If you were previously using the actual server name, then you can either: change the Session Recording Agents and Players to point to the new Session Recording server name, or delete the old Session Recording server and rename the new Session Recording server, or delete the old Session Recording server and reconfigure the old DNS name as a custom DNS name for the new Session Recording server.
    4. If the Session Recording DNS name changed, reconfigure Director to point to the new Session Recording DNS name.
  7. Decommission the old Session Recording servers.

Citrix Provisioning

Citrix Provisioning servers must be upgraded before you can upgrade Target Devices.

To in-place upgrade Citrix Provisioning servers:

  1. Make sure Citrix Provisioning High Availability (HA) is working for target devices. If HA is functional, in-place upgrade can be done during the day.
    • In the Citrix Provisioning console, you should see an even distribution of Target Devices across all Citrix Provisioning servers.
    • Check the WriteCache folders on Citrix Provisioning servers to make sure they’re empty. If any Target Device is caching on Server, then those Target Devices will not failover to another Citrix Provisioning server.
  2. Get temporary sysadmin permissions to the SQL Server that hosts the Citrix Provisioning database.
  3. Get the one of the following installation media:
    1. Citrix Provisioning LTSR 2402
    2. Citrix Provisioning LTSR 2203 CU4
    3. Citrix Provisioning LTSR 1912 CU8
  4. On the first Citrix Provisioning Server:
    1. In-place upgrade Citrix Provisioning Console by running the LTSR 2402, LTSR 2203 CU4, or LTSR 1912 CU8, Citrix Provisioning Console installer.
    2. Re-register the Citrix.PVS.snapin.dll snap-in: 
      "C:\Windows\Microsoft.NET\Framework64\v4.0.30319\InstallUtil.exe" "c:\program files\citrix\provisioning services console\Citrix.PVS.snapin.dll"
    3. In-place upgrade Citrix Provisioning Server by running the LTSR 2402, LTSR 2203 CU4, or LTSR 1912 CU8 Citrix Provisioning Server installer
    4. Run the Citrix Provisioning Configuration Wizard. The farm should already be configured, so just click Next a few times and let it upgrade the database and restart the services.
  5. In-place upgrade the PVS Console and PVS Server software on the remaining Citrix Provisioning Servers. After installation, run the Citrix Provisioning Configuration Wizard, and click Next until the end.
  6. Temporary SQL sysadmin permissions can now be removed.
  7. Target Device Software can now be upgraded.

There are several methods of upgrading the Citrix Provisioning Target Device Software that’s inside a vDisk:

  • In-place upgrade the Target Device Software while doing your normal vDisk update process.
  • Completely rebuild the vDisk. An automated build process like MDT is recommended.
  • Or you can reverse image. To upgrade VMware Tools (or any software that modifies the NIC), you must reverse image.

To in-place upgrade Target Device software:

  1. Create a new vDisk Maintenance version or put the vDisk in Private Image mode. Then boot an Updater Target Device. This is the normal process for updating a vDisk.
  2. Run the LTSR 2402, LTSR 2203 CU4, or LTSR 1912 CU8 Target Device software installer to upgrade the software. The Target Device software must be the same version or older than the Citrix Provisioning Servers.
  3. Shut down the Updater. Promote the Maintenance version to Production or change the vDisk to Standard Image mode. This is the normal process for updating a vDisk.

Reverse image methods:

  • Boot from VHD – Build a VM. Copy Citrix Provisioning vDisk VHD/VHDX to VM. Boot from VHD/VHDX.
  • Hyper-V can boot from a VHD directly. Copy Citrix Provisioning vDisk VHD/VHDX to Hyper-V host. Create a VM that boots from VHD/VHDX.
  • Citrix Image Portability Service can convert PVS VHD to VMware .vmdk.
  • Once VHD/VHDX is updated, copy the VHD/VHDX back to Citrix Provisioning, import to a Citrix Provisioning Store, which creates a new vDisk, and assign the new vDisk to target devices. Takes effect at next Target Device reboot.

If using Citrix Provisioning Accelerator, keep XenServer patched.

To upgrade the operating system version of the Citrix Provisioning Servers:

  1. In-place upgrade the existing Citrix Provisioning Servers to a version that supports the new operating system version.
  2. Build one or more new virtual machines with the new operating system version.
  3. Install Citrix Provisioning Server software with the same version as the other Citrix Provisioning Servers.
  4. Run Citrix Provisioning Configuration Wizard and join the new machines to the existing Citrix Provisioning farm and Citrix Provisioning database.
  5. Copy the vDisk files from an existing Citrix Provisioning Server to the new Citrix Provisioning Servers. Check Replication Status of each vDisk.
  6. Install the App Layering Citrix Provisioning Agent.
  7. In Citrix Provisioning Console, reconfigure Bootstrap to point to the new Citrix Provisioning Servers. Go to Sites > MySite > Servers > right-click each server and click Configure Bootstrap.
  8. Reconfigure DHCP Options or BDM to point to the new Citrix Provisioning Servers. Do one or more of the following:
    • Reconfigure TFTP load balancing to point to the new Citrix Provisioning Servers.
    • Change DHCP Scope Options 66/67 to the new Citrix Provisioning Servers.
    • Create a new Boot ISO with the new Citrix Provisioning Servers.
    • Use the Citrix Provisioning Console to update the BDM Partition on each Target Device.
    • Start the PXE Service on the new Citrix Provisioning Servers and stop the PXE Service on the old Citrix Provisioning Servers.
    • Reboot some Target Devices to make sure they work.
  9. In Citrix Provisioning Console, delete the old Citrix Provisioning Servers.
  10. Decommission the old Citrix Provisioning Servers.

Virtual Delivery Agents (VDA)

To in-place upgrade the Virtual Delivery Agent software:

Instead of in-place upgrading the VDAs, you can also rebuild them with the new software versions. If rebuilding, use an automated method, like MDT.

To upgrade the operating system version of the Virtual Delivery Agents, it’s recommended to rebuild the VDA. But keep in mind the following:

  • Windows 11 is not supported by VDA 1912 LTSR, but Windows 11 is supported with VDA 2109 and newer.
  • Windows 10 version upgrades should be a rebuild, not an in-place upgrade.
    • If you in-place upgrade, uninstall VDA software, upgrade Windows, then reinstall VDA software.
    • Citrix App Layering might require in-place upgrade of Windows 10 due to other layers being linked to the OS Layer.
  • Newer VDA operating system versions use newer profile versions, which means older profiles will not work.
  • Newer RDSH operating system versions require newer RDS Licensing Servers and newer RDS Licenses.
  • GPO settings– Newer OSs have newer Microsoft GPO settings.

StoreFront

StoreFront is the most problematic component to upgrade so be prepared to roll back.

  • Newer versions of StoreFront installer are adding pre-upgrade checks to prevent known upgrade issues.

Citrix does not support mixing StoreFront versions within a single Server Group, and they instead prefer that you do this: (source = Upgrade StoreFront at Citrix Docs)

  1. It’s critical that you snapshot the StoreFront machines before beginning the upgrade since there is no rollback from a failed upgrade.
  2. Remove a StoreFront sever from the Server Group and load balancing.
  3. Prep: close consoles, close PowerShell, logoff other admins, etc.
  4. Upgrade the removed server by installing one of the following:
    1. StoreFront LTSR 2402.
    2. StoreFront LTSR 2203 CU5.
    3. StoreFront LTSR 1912 CU8.
    4. If upgrade fails, review the install logs to determine the cause. Once the cause is determined, revert the VM to prior snapshot, and try the upgrade again. 
    5. Upgrade the HTML5 Workspace app installed on StoreFront. The instructions for all StoreFront versions are the same.
  5. Swap out the upgraded server on the load balancer so all traffic goes to the new server.
  6. Uninstall/reinstall StoreFront on the remaining StoreFront servers and join the first server that was already upgraded.

To upgrade the operating system version of the StoreFront Servers:

  1. Build one or more new virtual machines with the new operating system version.
  2. Install StoreFront software. Configuration export/import requires the new servers to run the same version of StoreFront as the old servers. After the config is imported, you can in-place upgrade the new StoreFront servers.
  3. Do one of the following: 
    • Export the StoreFront configuration from the old servers and import to the new servers.
    • Manually configure the new StoreFront Server Group to match the old StoreFront Server Group. This configuration includes: Base URL, entries under Manage Delivery Controllers (case sensitive), SRID (c:\inetpub\wwwroot\Citrix\Roaming\web.config), export/import subscriptions, Beacons, Gateways, Icon Aggregation, etc. Keeping the new configuration identical to old allows Workspace app to failover without any reconfiguration.
    • (unsupported): join the new machines to the existing Server Group. This causes configuration and subscriptions to replicate to the new server. Citrix does not support mixing operating system versions in the same StoreFront server group.
  4. Copy customizations (e.g., default.ica) from old StoreFront to new StoreFront.
  5. Upgrade the HTML5 Workspace app installed on StoreFront. The instructions for all StoreFront versions are the same.
  6. Test the new StoreFront by modifying HOSTS file on test workstations. Make sure existing Workspace app can connect to the new StoreFront.
  7. On cutover night, reconfigure the load balancer to point to the new StoreFront servers instead of the old StoreFront servers.
  8. Decommission the old StoreFront servers.

Workspace app for HTML5

Workspace app for HTML5 is usually released on a different schedule than StoreFront and is upgraded out-of-band.

  • There is no LTSR version of Workspace app for HTML5 so you should upgrade to the latest Workspace app for HTML5, especially for the newer features (e.g. multi-monitor, USB redirection).

To in-place upgrade Workspace app for HTML5:

  1. Upgrade the HTML5 Workspace app installed on StoreFront. The instructions for all StoreFront versions are the same.
  2. Upgrade the Chrome File Access software that’s installed on the VDA machines.

Director

To in-place upgrade the Director servers:

  1. Ensure the Delivery Controllers are already upgraded. There’s no point in upgrading Director if Delivery Controllers aren’t upgraded.
  2. In-place upgrade to one of the following versions:
    1. Director LTSR 2402
    2. Director LTSR 2203 CU5
    3. Director LTSR 1912 CU8
  3. Upgrading Director overrides modifications to LogOn.aspx (e.g., default domain name), so you’ll have to reapply them.
  4. Repeat for the remaining Director servers.
  5. Upgrade the StoreFront Probes.

To upgrade the operating system version of the Director servers, it’s easier if you have a custom DNS name or load balanced DNS name for Director instead of using a server name:

  1. Make sure Delivery Controllers are running a version that supports the OS you intend for Director.
  2. Build new Director servers with the same version or newer than the Delivery Controllers.
  3. Configure the new Director servers to point to the same Delivery Controllers as the old Director servers.
  4. Copy the Director data files from the old Director servers to the new Director servers. Or point the new Director servers to the existing UNC path.
  5. Cutover:
    1. If you have a load balanced DNS name for Director, reconfigure the load balancer to point to the new Director servers.
    2. If you have a custom DNS name for Director, change it to resolve to the new Director server’s IP address.
    3. If you were previously using the actual server name, then you can either inform users of the new Director server name, or delete the old Director server and rename the new Director server, or delete the old Director server and reconfigure the old DNS name as a custom DNS name for the new Director server.
      1. Also reconfigure the StoreFront probes to point to the new Director name.
  6. Decommission the old Director servers.

Citrix Group Policy Management Plug-in

On any machine that has Group Policy Management installed, in-place upgrade the Citrix Group Policy Management Plug-in by running the installer from the Citrix Virtual Apps and Desktops (CVAD) LTSR 2402, CVAD LTSR 2203 CU5, or CVAD LTSR 1912 CU8. Or download it from the DaaS download page.

Profile Management Group Policy Templates

Profile Management service is included with Virtual Delivery Agent. Upgrading the VDA also upgrades Profile Management.

New templates don’t break existing functionality – Upgrading the Profile Management group policy templates (.admx files) will not affect existing functionality. The templates do nothing more than expose new settings that can be configured.

To in-place upgrade the Profile Management Group Policy Templates:

  1. Copy the newer Profile Management Group Policy Templates to the PolicyDefinitions folder: either Sysvol, or C:\Windows on every group policy editing machine.
  2. Look for older versions of the templates and delete them. Older template files have the version number in their name (e.g., ctxprofile7.19.0.admx).
  3. Edit the VDA GPOs that have Profile Management settings configured. Review the new settings, and configure them, if desired. Review the Profile Management release notes for the list of new features.

Workspace app Group Policy Templates

New templates don’t break existing functionality – Upgrading the Workspace app group policy templates (.admx files) will not affect existing functionality. The newer templates do nothing more than expose new settings that can be configured.

To in-place upgrade the Workspace app Group Policy Templates:

  1. Copy the newer Workspace app Group Policy Templates to the PolicyDefinitions folder: either Sysvol, or C:\Windows\PolicyDefinitions on every group policy editing machine. Overwrite existing template files.
    1. LTSR Workspace app and Current Release Workspace app have different versions of the group policy template files.
    2. Current Release Workspace app template files include all of the LTSR Workspace app settings, plus new settings that don’t apply to LTSR Workspace app.
  2. If you are deploying a newer Current Release Workspace app version, edit the GPOs that have Workspace app settings configured, review the new settings, and configure them, if desired. Review the Workspace app release notes for the list of new features.

Workspace app

To in-place upgrade Workspace app:

  1. Microsoft Configuration Manager – Use Microsoft Configuration Manager or similar to push one of the following versions:
  2. StoreFront delivery of Workspace app – If Workspace app is offered directly from StoreFront servers, copy the newer Current Release Workspace app to StoreFront 3.12+.
    • StoreFront, by default, does not offer Workspace app upgrades to users but it can be enabled. If Workspace app upgrades are not offered, then Workspace app is provided by StoreFront only if there’s no Workspace app installed on the client device.
      • In StoreFront 3.5 and newer, enable Upgrade plug-in at logon at the same place you upload the Workspace app files.
      • For StoreFront 3.0 and older, edit C:\inetpub\wwwroot\Citrix\StoreWeb\web.config and set upgradeAtLogin  to true.
  3. Auto-update – In Workspace app, if Auto-Update is enabled, then users with permissions will receive an update notification. Users can then manually initiate the Workspace app upgrade.
    • You can configure group policy or an install switch to only update to LTSR versions of Workspace app.
  4. Manual update – Inform remote users to upgrade their Workspace app by downloading the Current Release version from http://workspace.app.
    • If Workspace app was initially installed as an administrator, then only an administrator can upgrade it.
    • If Workspace app was initially installed without administrator permissions, then each non-admin user on the same machine has a different Workspace app installation, and each user has to upgrade it separately.

Skype for Business HDX RealTime Optimization Pack

The Skype for Business HDX RealTime Optimization Pack is usually released separately from the main Citrix Virtual Apps and Desktops (CVAD) releases.

To in-place upgrade HDX RealTime Optimization Pack:

  1. On the VDAs, install the HDX RealTime Connector.
    • 2.9 is the last version of Skype for Business HDX RealTime Optimization Pack.
  2. On each Workspace app machine, install the HDX RealTime Media Engine normally.

Federated Authentication Service (FAS)

To in-place upgrade the Federated Authentication Service (FAS) servers:

  1. On the existing FAS servers, run AutoSelect.exe from the Citrix Virtual Apps and Desktops (CVAD) 2402 LTSR ISO, the LTSR 2203 CU5 ISO, or the LTSR 1912 CU8 ISO, and click the button to install Federated Authentication Service. It’s a simple Next, Next, Next process.
  2. Newer versions of FAS might have newer group policy templates. If so, copy them to Sysvol, or C:\Windows\PolicyDefinitions on all group policy editing machines.

To upgrade the operating system version of the FAS servers:

  1. Build one or more new FAS servers.
  2. Request a Registration Authority certificate for each of the FAS servers.
  3. Change the group policy object for FAS to point to the new FAS servers. Run gpupdate on StoreFront and VDAs.
  4. Decommission the old FAS servers.

Customer Experience Improvement Program (CEIP)

Newer versions of Citrix Virtual Apps and Desktops (CVAD) components automatically enable Customer Experience Improvement Program (CEIP). To disable, see the following:

Citrix ADC Firmware

Test appliances – Ideally, Citrix ADC firmware upgrades should be tested on separate test appliances. VIPs on the test appliances should then be tested.

Downtime if no High Availability – If you only have a single Citrix ADC appliance, then upgrading the firmware will cause downtime while the appliance is rebooting.

GSLB and mixed versions – If GSLB Metric Exchange Protocol (MEP) is enabled, then the Citrix ADC appliances on both sides of the MEP connection can run different versions of firmware.

To in-place upgrade Citrix ADC Firmware:

  1. Save the config. Then download a copy of the ns.conf file, or perform a backup of the appliance and download the backup file.
  2. On the secondary appliance, install the newer firmware.
  3. To test the new firmware, perform an HA failover.
    1. Configuration changes made on the primary appliance will not be synchronized to the secondary appliance until the firmware on the secondary appliance is upgraded.
    2. You can failover HA again to revert to the older firmware.
    3. To downgrade, on the appliance you’ve already upgraded, you can perform the firmware upgrade process again, but this time upload the older firmware.
  4. On the primary appliance, install the newer firmware. A HA failover occurs automatically.

Session Recording 2407

Last Modified: Aug 6, 2024 @ 12:03 am

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Navigation

This article applies to Session Recording 2407, 2203 LTSR CU5, and 1912 LTSR CU9.

💡 = Recently Updated

Change Log

Planning

Citrix links:

Licensing – Citrix Virtual Apps and Desktops Premium Edition licensing is required.

Farms – There is no relation between Session Recording farms and Citrix Virtual Apps and Desktops farms. You can have Agents from multiple Citrix Virtual Apps and Desktops farms recording to a common Session Recording server. Or you can split a Citrix Virtual Apps and Desktops farm so that different Agents point to different Session Recording servers.

  • Load balancing – Session Recording 7.14 and newer can be load balanced. Build two Session Recording servers pointing to the same SQL database. Configure both of them to store recordings on the same UNC path. More details at Configure Session Recording with load balancing at Citrix Docs.
    • Note: Load Balancing was removed from Session Recording 7.15 LTSR. In Session Recording 7.16 and newer, Load Balancing is fully supported.
  • Scaling – To scale Session Recording to 20,000 users, see Hal Lange and Ryan Revord at Scaling and Load Balancing Session Recording at CUGC.

Disk space – The Session Recording server will need a hard drive to store the recordings. Disk access is primarily writes. You can also store recordings on a UNC path (this is required if load balancing).

Offloaded content (e.g. Teams, Browser Content Redirection) is not recorded.

Certificate – Session Recording server needs a certificate. The certificate must be trusted by Agents and Players. Internal Certificate Authority recommended.

  • If load balancing, on the Citrix ADC, install a certificate that matches the load balanced name.
  • On each Session Recording server, install a certificate that matches the Session Recording server name.

SQL:

  • Supported Versions = SQL 2008 R2 Service Pack 3 through SQL 2019. See Citrix Docs for the list.
    • Azure SQL Database is supported as detailed at Citrix Docs.
  • The SQL database is very small.
  • The database name defaults to CitrixSessionRecording and can be changed.
  • A separate database is created for CitrixSessionRecordingLogging.
  • Temporary sysadmin (or dbcreator and securityadmin) permissions are needed to create the database, and sysadmin can be revoked after installation.
  • SQL Browser Service must be running.
  • SQL Server High Availability (AlwaysOn Availability Groups, Clustering, Mirroring) is supported. See Install Session Recording with database high availability at Citrix Docs. And see Citrix Blog Post Session Recording 7.13 – New HA and Database Options

Session Recording Versions

Session Recording is located on the Citrix Virtual Apps and Desktops (CVAD) or XenApp/XenDesktop ISO.

Session Recording security vulnerability fixed in version 2311, version 2203 LTSR CU4, and version 1912 LTSR CU9 and later.

The most recent Current Release version of Session Recording is 2407.

For LTSR versions of Citrix Virtual Apps and Desktops (CVAD), deploy the version of Session Recording that came with your version of CVAD. The installation instructions for Session Recording 2311, Session Recording 2203, Session Recording 1912 and Session Recording 7.15 are essentially the same.

Session Recording Server Upgrade

You can upgrade from Session Recording 7.6 and newer.

  1. If this is a new installation, skip to Install.
  2. Session Recording 2203 and newer do not support Windows Server 2012 R2.
  3. Go to the downloaded Citrix Virtual Apps and Desktops (CVAD) ISO and run AutoSelect.exe.
  4. On the bottom right, click the Session Recording box.
  5. In the Licensing Agreement page, change the selection to I have read, understand, and accept the terms, and click Next.
  6. In the Summary page, click Upgrade.
  7. Click OK to acknowledge that the upgrade cannot be cancelled.
  8. The machine will probably require a restart.

    1. After the reboot, and after logging in again, you might see a Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window. Don’t click anything yet.
    2. Go to the Citrix_Virtual_Apps_and_Desktops_7_2407_LTSR.iso file and mount it.
    3. Go back to the Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window.
    4. On the left, expand This PC, and click the DVD Drive.
    5. Click Select Folder.
  9. In the Finish page, click Finish.
  10. Also upgrade Broker_PowerShellSnapIn_x64.msi from \x64\Citrix Desktop Delivery Controller on the CVAD ISO.

  11. Upgrade the Session Recording Agents.

Session Recording Server New Installs

Install

  1. Session Recording 2203 and newer no longer support Windows Server 2012.
  2. Go to the downloaded Citrix Virtual Apps and Desktops (CVAD) ISO and run AutoSelect.exe.
  3. On the bottom right, click the Session Recording box.
  4. In the Licensing Agreement page, change the selection to I have read, understand, and accept the terms, and click Next.
  5. In the Core Components page, uncheck the box next to Session Recording Player. The Player is typically installed on physical workstations, but not on the Session Recording server. Click Next.
  6. In the Features page, on the first Session Recording server, install everything.
  7. In the Database and Server page, fill out the fields. Enter the SQL server name. Azure SQL Database is supported as detailed at Citrix Docs. Enter the database name. Click Test connection. Each load balanced Session Recording server must point to the same database.
  8. Session Recording 2402 and newer automatically assign the local machine’s computer account as db_owner to the new database. In older Session Recording, enter the domain\computer_account$ for the Session Recording server. Click Next.
  9. In the Administrator Logging Configuration page, enter the name of the SQL database, click Test connection, and then click Next.
  10. In the Summary page, click Install.
  11. The installer might require a restart. Let it restart, and login again.

    1. After the reboot, and after logging in again, you might see a Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window. Don’t click anything yet.
    2. Go to the Citrix_Virtual_Apps_and_Desktops_7_2407_LTSR.iso file and mount it.
    3. Go back to the Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window.
    4. On the left, expand This PC, and click the DVD Drive.
    5. Click Select Folder.
  12. In the Finish page, click Finish.

Antivirus Exclusions

See Endpoint Security and Antivirus Best Practices at Citrix Tech Zone

IIS Certificate

  1. Use MMC Certificates snap-in (certlm.msc), or IIS, or similar, to request a machine certificate.
  2. In IIS Manager, right-click the Default Web Site, and click Edit Bindings.
  3. On the right, click Add.
  4. Change the Type to https.
  5. Select the certificate, and click OK.

Session Recording Server Configuration

  1. From Start Menu, run Session Recording Server Properties.
  2. In the Storage tab, specify a path that has disk space to hold the recordings. UNC is supported. If load balancing, UNC is required. Azure Files is an option in Session Recording 2103 and newer.

    1. When using a UNC path, all Session Recording servers (AD computer objects) need modify access.
    2. The share must have a subfolder. The recordings will be saved to the subfolder.
    3. In the Session Recording Server Properties tool, add the UNC path with subdirectory to the Storage tab.
  3. In the Signing page, select (Browse) a certificate to sign the recordings.
  4. In the Playback tab, notice that Session Recording files are encrypted before transmit. Also, it’s possible to view live sessions but live sessions are not encrypted.
  5. In the Notifications tab, you can change the message displayed to users before recording begins. Session Recording 2311 and newer have an option to Allow end user to deny recording of their session.

  6. The CEIP tab lets you enable or disable the Customer Experience Improvement Program.
  7. See https://www.carlstalhood.com/delivery-controller-cr-and-licensing/#ceip for additional places where CEIP is enabled.
  8. The Logging tab lets you configure Logging.
  9. The RBAC tab lets you enable Recording Viewing Policies.
  10. The Email tab is for Email Alert Policies.
  11. Session Recording 2206 adds the Report tab, which lets you schedule weekly reports with statistics on screen recordings: Total size of all recordings; Storage Usage per day; and number of sessions recorded per day. Session Recording 2311 can Send event response reports by email.
  12. The Cloud DB tab lets you store the Recording database in Azure SQL.
  13. Web Player tab lets you hide recordings in Web Player unless the user received a URL in an Email Alert Policy.
  14. When you click OK, you’ll be prompted to restart the service.
  15. Session Recording relies on Message Queuing. In busy environments, it might be necessary to increase the Message Queuing storage limits. See CTX209252 Error: “Data lost while recording file…” on Citrix SmartAuditor.


David Ott Session Recording Cleanup Script: You may notice that the session recording entries/files don’t go away on their own. Here is how to clean them up. Just create a scheduled task to run the code below once per day (as system – elevated). See David’s blog post for details.

C:\Program Files\Citrix\SessionRecording\Server\Bin\icldb.exe remove /RETENTION:7 /DELETEFILES /F /S /L

Session Recording 2303 and newer support the RELOCATE parameter to the IMPORT command and the FILTER parameter to the ARCHIVE and REMOVE commands of the ICLDB utility. See CTX134777 How To Remove Old Session Recording Files From File Server And Database and Citrix Docs Manage Recordings.

Load Balancing

Note: Session Recording load balancing was removed from 7.15 LTSR but added back in 7.16 and newer.

  1. In SQL Server Management Studio, make sure each load balanced Session Recording server (AD computer account) is granted db_owner role in the Session Recording databases.
  2. On each Session Recording server, open regedit.
  3. Navigate to HKLM\Software\Citrix\SmartAuditor\Server.
  4. Create a new DWORD value named EnableLB and set it to 1. Repeat on both Session Recording servers.
  5. Configure Citrix ADC load balancing as detailed at Citrix Docs. Load balance ports 80, 1801, 22334, and 443.
    • The 443 vServer Load Balancing Method should be set to LEASTBANDWIDTH (or LEASTPACKETS).
    • The 22334 vServer needs WebSockets enabled in an HTTP profile.
  6. Create a DNS host record that resolves to the Load Balancing VIP and matches the certificate bound to the vServer.
  7. Go to C:\Windows\System32\msmq\Mapping and edit the file sample_map.xml.
  8. Follow the instructions at Configure Session Recording with load balancing at Citrix Docs. Each Session Recording server has a unique configuration for this file since the <to> element points to the local server name.
  9. When saving the file, you might have to save it to a writable folder, and then move it to C:\Windows\System32\msmq\Mapping.
  10. Then restart the Message Queuing service on each Session Recording server.
  11. C:\Program Files\Citrix\SessionRecording\Scripts\SrServerConfigurationSync.ps1 can export configurations from this Server registry and import the registry to the other Session Recording Server registries. You can also use the SrServerConfigurationSync.ps1 script to add redirection mapping for message queuing. See Citrix Docs for details.

Authorization

Authorization is configured separately on each load balanced Session Recording server.

  1. From the Start Menu, run Session Recording Authorization Console.
  2. Right-click the PolicyAdministrator role, expand Assign Users and Groups, click From Windows and Active Directory and then add your Citrix Admins group.
  3. If you use Director to configure Session Recording, add the Director users to the PolicyAdministrator role.
  4. In the Player role, add users that can view the recordings.
  5. By default, nobody can see the Administration Log. Add auditing users to the LoggingReader role.
  6. Repeat the authorization configuration on additional load balanced Session Recording servers.
  7. In Session Recording 2009 and newer, if you open WebPlayer (https://SRFQDN/WebPlayer), you can see the Administrator Logging. Only members of the LoggingReader role can see the data.

    • In older versions of Session Recording, opens the webpage https://SR01.corp.local/SessionRecordingLoggingWebApplication/. Only members of the LoggingReader role can see the data.

Recording Policies

  1. Recording Policies can be configured to apply only specific Delivery Groups. To enumerate the Delivery Groups, on your Session Recording server, install Broker_PowerShellSnapIn_x64.msi, which is located under \x64\Citrix Desktop Delivery Controller on the CVAD ISO (e.g., CVAD 2402).

    • You’ll need to update this snap-in whenever you update CVAD.

  2. From the Start Menu, run Session Recording Policy Console.
  3. Enter the hostname of the Session Recording server, and click OK.
  4. Under Recording Policies, only one policy can be enabled at a time. By default, no recording occurs. To enable recording, right-click one of the built-in policies and click Activate Policy. Session Recording 2308 and newer have built-in policies to record audio.
  5. Or you can create your own policy by right-clicking Recording Policies and clicking Add New Policy.
  6. After the policy is created, right-click it, and click Add Rule.
  7. Decide if you want notification or not. Decide if you want to record only events. Session Recording 2308 and newer have options to record audio and/or lossy screen recording. Session Recording 2311 and newer let you Hide specific applications during screen recording. Click Next. 

    1. Event only recording is available in Session Recording 2106 and newer. In the Web Player, it looks something like this:
  8. Session Recording 2109 adds statistics to the Web Player. See View graphical event statistics at Citrix Docs.
  9. Click OK to acknowledge this message.
  10. Choose the rule criteria. You can select more than one. Session Recording has an IP Address or IP Range rule.
  11. Then click the links on the bottom specify the groups, applications, servers, and/or IP range for the rule.

  12. Session Recording 2402 and newer have a Filter option where you can enter SmartAccess tags.
  13. Click Next.
  14. Give the rule a name and click Finish.
  15.  Continue adding rules.
  16. When done creating rules, right-click the policy, and click Activate Policy.
  17. You can also rename the policy you created.

Recording Viewing Policies

Session Recording 1906 and newer support creating policies to limit whose recordings a viewer can see.

  1. On Session Recording servers 1909 and newer, open Session Recording Server Properties, switch to the tab named RBAC, and check the box next to Allow to configure recording viewing policies.

  2. When you re-open the Citrix Session Recording Policy Console, you’ll see a new node named Recording Viewing Policies.
  3. Right-click Recording Viewing Policies and click Add New Policy.
  4. Right-click the new policy and click Add Rule.
  5. In the Rules Wizard, specify a user group that can view recordings, specify user groups whose recordings can be viewed, and then click Next.

    • Make sure the “view recordings” group is also added to the Player role in the Authorization Console.
  6. Click Finish to close the wizard.
  7. You can right-click the Viewing Policy to rename it.
  8. Recording Viewing Policies do not need to be activated.
  9. You can create more than one Recording Viewing Policy.

Event Response Policies

Session Recording 2009 and newer support creating policies to send emails when a user’s session starts. Session Recording 2012 and newer can send email notifications when an event occurs. Session Recording 2109 and newer can trigger session recording after events occur.

  1. On Session Recording servers 2009 and newer, open Session Recording Server Properties, switch to the tab named Email, and complete the fields. Make sure you check the box to Allow sending email notifications.

  2. In Citrix Session Recording Policy Console, right-click Event Response Policies and click Add New Policy.
  3. Right-click the new policy and click Add Rule.
  4. In the Rules Wizard, check the desired boxes.

    • For “event triggers”, click the button labelled Configure Event Triggers and select the events you want a response for. Session Recording 2203 and newer have more options for Event type.
    • On the far right, check boxes if you want Send email, Start screen recording, or both. Session Recording 2206 adds Log off session, Disconnect session, and Lock session.
  5. In Step 1-2, enter Email recipients and Time span for dynamic screen recording. Click Next.
  6. In Step 2, enter criteria for when this rule should trigger, and then click Next.
  7. In Step 4, you can name the rule. Click Finish to close the wizard.
  8. You can right-click the Event Response Policy to rename it.
  9. Then Activate the new policy. Only one policy can be activated.
  10. The email notification looks something like this. Notice that the Playback URL is not a FQDN.

    • To fix it, go to HKLM\Software\Citrix\SmartAuditor\Server and configure the LinkHost value.

Session Recording Agent

Agent Installation

Install the Agent on the VDAs. Platinum Licensing is required.

  1. Session Recording 2203 and newer no longer support Windows Server 2012.
  2. On the Master VDA, go to the downloaded Citrix Virtual Apps and Desktops (CVAD) ISO, and run AutoSelect.exe.
  3. On the bottom right, click the Session Recording box.
  4. In the Licensing Agreement page, change the selection to I have read, understand, and accept the terms, and click Next.
  5. In the Core Components page, uncheck everything except Session Recording Agent. Click Next.
  6. In the Agent page, enter the FQDN of the Session Recording server (or load balanced FQDN), click Test connection, and click Next.
  7. In the Summary page, click Install.
  8. In the Finish page, click Finish.
  9. Agent Installation can also be automated. See Automating installations at Citrix Docs.
  10. For antivirus exclusions, see Endpoint Security and Antivirus Best Practices at Citrix Tech Zone

Agent Configuration

  1. In the Agent’s Start Menu is Session Recording Agent Properties.
  2. You can enable or disable session recording on this Agent.
  3. For Custom event recording, notice the option for third party applications like Intelligent Session Recording (ISR) Nanobot for regulatory compliance from automai that prevents sensitive fields (e.g., Social Security Numbers and Credit Card numbers) from being captured. (h/t CTP Shane Kleinert)
  4. Compressed recording: Session Recording 2303 and newer let you compress parts of recordings that are not already H.264 compressed.
  5. Session Recording 2308 and newer, on the Player tab, support fast seeking.

    • In Web Player, at Configuration > Preferences, make sure Enable fast seeking is checked.
  6. For MCS and PVS VDAs, see the GenRandomQMID.ps1 script at Install, upgrade, and uninstall Session Recording at Citrix Docs.
  7. Session Recording Agent might cause MCS Image Prep to fail. To work around this, set the Citrix Session Recording Agent service to Automatic (Delayed Start). Source = Todd Dunwoodie at Session Recording causes Image preparation finalization Failed error at Citrix Discussions.

Event Detection Policies

Session Recording can automatically mark events in recordings when certain actions occur inside the session. An example event is when USB client drives are connected. Newer versions of Session Recording can record more events than older versions of Session Recording.

The Citrix Session Recording Policy Console has a node named Event Detection Policies. Just like Recording Policies, you can add an Event Detection Policy, add a rule to the policy, and then activate the policy. Event Detection is disabled by default.

  1. Details at Configure event detection policies at Citrix Docs and Citrix Blog Post Session Recording 1903 available for Citrix Virtual Apps and Desktops.
  2. Session Recording 2407 and newer can Log printing activities. It’s at the bottom of the list.
  3. Session Recording 2203 and newer can Log popup windows events. Notice the scroll bar on the far right. Popup windows in web browsers are not monitored.
  4. Session Recording 2109 and newer can log registry modifications.
  5. Session Recording 2012 and newer can log clipboard activities.
  6. After adding rules to an Event Detection Policy, make sure you Activate Policy.

In older versions of Session Recording, you enable Event recording by modifying the registry of each Session Recording Agent:

  1. Configure the following registry values at HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\SmartAuditor\SessionEvents on the Session Recording Agent machine:
    • EnableAppLaunchEvents (DWORD) = 1
    • EnableCDMUSBDriveEvents (DWORD) = 1
    • EnableFileOperationMonitorEvents (DWORD) = 1
    • EnableGenericUSBDriveEvents (DWORD) = 1
    • EnableSessionEvents (DWORD) = 1
  2. Session Recording 7.18 and newer can mark recording events when specific processes are launched. This feature is disabled by default. To enable, set EnableAppLaunchEvents at the same key. And put the list of processes in AppMonitorList. More details at Log application starts at Citrix Docs and Citrix Blog Post Session Recording 1808 Product Update – Log application activities and more!.
    • EnableAppLaunchEvents (DWORD) = 1
    • AppMonitorList (REG_MULTISZ) = list of process names
  3. Session Recording 1811 and later can mark recording events when files in a folder are renamed, created, deleted, and moved. Add the path strings of target folders into the FileOperationMonitorList registry value. More details at Citrix Blog Post Session Recording 1811 is here for Citrix Virtual Apps and Desktops.

When you later playback the recording, the events are shown on the bottom left.

  • Or you can perform an Advanced Search for recordings with specific event types.

Session Recording Web Player

Session Recording 1912 and newer include a Web Player.

Web Player has some features that the standard Player does not.

Web Player is enabled by default in Session Recording 2003 and newer. To enable it in Session Recording 1912:

  1. Go to C:\Program Files\Citrix\SessionRecording\Server\Bin, right-click TestPolicyAdmin.exe and click Copy as path.
  2. Open Command Prompt as administrator, paste the path, add “-enablewebplayer” to the end, and press Enter.

Bind a certificate to the Web Player:

  1. After upgrading to Session Recording 2103 or newer, check HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\SmartAuditor\Server\WebSocketServerVersion.

    1. If it is set to 1.0, then we can change it to IIS instead of Python by running "C:\Program Files\Citrix\SessionRecording\Server\Bin\SsRecUtils.exe" -enablestreamingservice.
    2. The registry value then changes to 2.0.
  2. In IIS Manager, edit the bindings for the Default Web Site and ensure there’s an https binding.
  3. Go back to C:\Program Files\Citrix\SessionRecording\Server\Bin and edit the file SsRecWebSocketServer.config (2003 and newer) or SsRecWebSocketServer.exe.config (1912 and older).
  4. In line 3, set TLSEnable to 1.
  5. If your Session Recording is 2103 and later and hosts the WebSocket server in IIS (i.e.WebSocketServerVersion = 2.0)
    1. In Administrator Command Prompt, run the following command. 
      "C:\Program Files\Citrix\SessionRecording\Server\Bin\SsRecUtils.exe" -stopwebsocketserver
    2. From any machine, launch a browser and point it to https://myrecordingserver.corp.com/WebPlayer or something like that. Internet Explorer is not supported.
    3. Skip the rest of this section.
  6. For Session Recording 2012 and older, or if your WebSocketServer is not integrated with IIS, continue the steps in this section.
  7. You need the Session Recording certificate in PEM format. One option is to use the openssl commands listed at Citrix Docs. Or you can use an ADC appliance’s Import PKCS#12 feature to convert PFX to PEM.
  8. Make sure you don’t encrypt the private key (don’t select Encoding Format).
  9. After conversion (aka import), go to Traffic Management > SSL > SSL Files, switch to the tab named Certificates, and download the .pem file.
  10. Put the unencrypted .pem file somewhere on the Session Recording server.
  11. In the SsRecWebSocketServer.config file, set line 11 and line 13 to the full path to the .pem file.
  12. In Administrator Command Prompt, run the following command: 
    "C:\Program Files\Citrix\SessionRecording\Server\Bin\SsRecUtils.exe" -stopwebsocketserver

  13. The Web Player WebSockets listens on port 22334 by default. Open the port on the firewall.

    1. Create an Inbound Rule. You can either create a Program rule, or a Port rule.
    2. The program path is %ProgramFiles%\Citrix\SessionRecording\Server\Bin\SsRecWebSocketServer.exe.
  14. From any machine, launch a browser and point it to https://myrecordingserver.corp.com/WebPlayer or something like that. Internet Explorer is not supported.
  15. Web Player lets you share recordings as links. These links can be Restricted, or in Session Recording 2305 or newer can be Unrestricted. More details at Citrix Docs.

Session Recording Player

Install the Player on any Windows 7 through Windows 10 desktop machine. 32-bit color depth is required. Because of the graphics requirements, don’t run the Player as a published application.

  1. Go to the downloaded Citrix Virtual Apps and Desktops (CVAD) ISO and run AutoSelect.exe.
  2. On the bottom right, click the Session Recording box.
  3. In the Licensing Agreement page, change the selection to I have read, understand, and accept the terms, and click Next.
  4. In the Core Components page, uncheck everything except Session Recording Player. Click Next.
  5. In the Summary page, click Install.
  6. The installer might require a restart. Let it restart, and login again.

    1. After the reboot, and after logging in again, you might see a Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window. Don’t click anything yet.
    2. Go to the Citrix_Virtual_Apps_and_Desktops_7_2407_LTSR.iso file and mount it.
    3. Go back to the Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window.
    4. On the left, expand This PC, and click the DVD Drive.
    5. Click Select Folder.
  7. In the Finish page, click Finish.
  8. From the Start Menu, run the Session Recording Player.
  9. Open the Tools menu and click Options.
  10. On the Connections tab, click Add.
  11. Enter the FQDN of the Session Recording server (or load balanced FQDN).
  12. On the Cache tab you can adjust the client-side cache size. Click OK.
  13. Use the Search box to find recordings.
  14. Or you can go to Tools > Advanced Search.

  15. Once you find a recording, double-click it to play it.
  16. If you see a message about Citrix Client version incompatibility, see CTX206145 Error: “The Session Recording Player Cannot Play Back This File” to edit the Player’s SsRecPlayer.exe.config file to accept the newer version. Note: Session Recording 2012 no longer complains about this.
  17. To skip spaces where no action occurred, open the Play menu, and click Fast Review Mode.
  18. You can add bookmarks by right-clicking in the viewer pane. Then you can skip to a bookmark by clicking the bookmark in the Events and Bookmarks pane.

Director Integration

  1. On the Director server, run command prompt elevated (as Administrator).
  2. Run C:\inetpub\wwwroot\Director\tools\DirectorConfig.exe /configsessionrecording
  3. Enter the Session Recording FQDN (or load balanced FQDN) when prompted.
  4. Enter 1 for HTTPS.
  5. Enter 443 as the port.
  6. In Director, when you view users or machines, you can change the Session Recording policy. These policy changes don’t apply until a new session is launched.
  7. If the Session Recording menu says N/A, then the Director user needs to be authorized in the Session Recording Authorization Console.

  8. If you use Director to enable or disable recording for a user or machine, rules are added to the active policy on the Session Recording server. They only take effect at next logon.

Dynamic Session Recording

Session Recording 7.18, along with Delivery Controller 7.18, and VDA 7.18, allows you to start recording, even in the middle of a session.

Unfortunately, Director has not been enabled to take advantage of this feature. Instead, you use PowerShell to start recording. The command is Start-BrokerSessionRecording, and is detailed at Dynamically start or stop recording by using PowerShell commands in the Citrix Broker SDK at Citrix Docs. For example:

Start-BrokerSessionRecording -User DomainA \ UserA -NotifyUser $false

Use the Stop-BrokerSessionRecording command to stop recording when the reported issue has been triaged or resolved. For example:

Stop-BrokerSessionRecording -User DomainA \ UserA

The commands are logged to Citrix Studio Logging.

Citrix Federated Authentication Service (SAML) 2411

Last Modified: Dec 4, 2024 @ 2:28 am

1,097 Comments

Navigation

This article applies to Federated Authentication Service (FAS) versions 2411, 2402 LTSR CU1, 2203 LTSR CU5, 1912 LTSR CU9, and all other versions 7.9 and newer.

Change Log

Overview

Citrix Federated Authentication Service (FAS) enables users to log in to Citrix Gateway and Citrix StoreFront using SAML authentication.

With SAML, Citrix Gateway and StoreFront do not have access to the user’s password and thus cannot perform single sign-on to the VDA. FAS works around this limitation by using issuing certificates that can be used to logon to the VDA.

  • StoreFront asks Citrix Federated Authentication Service (FAS) to use a Microsoft Certificate Authority to issue Smart Card certificates on behalf of users.
  • The certificates are stored on the FAS server.
  • The VDA requests the user’s certificate from FAS so it can complete the VDA Windows logon process.

FAS can be used for any authentication scenario where the user’s password is not provided.

Requirements:

  • Microsoft Certification Authority (CA) in Enterprise mode.
    • When configuring FAS, you tell it what CA server to use.
    • You can build a new CA server just for FAS.
    • You can install CA on the FAS server.
  • Domain Controllers must have Domain Controller certificates. See CTX218941 FAS – Request not supported.
    • The certificates on the Domain Controllers must support smart card authentication. Certificates created using the Microsoft CA certificate template named Domain Controller Authentication supports smart cards. Manually created Domain Controller certificates might not work. See CTX270737 for the Domain Controller certificate requirements.

  • Citrix Virtual Apps and Desktops or XenApp/XenDesktop 7.9 or newer
  • StoreFront 3.6 or newer
  • Citrix Gateway.
    • StoreFront 3.9 and newer also support SAML authentication natively without Citrix ADC.
  • SAML in an nFactor (Authentication Virtual Server) configuration works in both browsers and Workspace app.
  • For multiple domains, see Deployment Guide: Multi-Domain FAS Architecture at Citrix Tech Zone.

Configuration overview:

  1. Build one or more FAS servers.
    • For security reasons, FAS should be its own server and not installed on a Delivery Controller.
  2. Upload Certificate Templates to Active Directory and configure a CA server to issue certificates using the new templates.
    • Enterprise Admin permissions are needed to upload the Certificate Templates.
    • One of the Certificate Templates is for Smart Card logon to Citrix VDA.
    • The other two Certificate Templates are to authorize FAS as a certificate registration authority.
    • The registration authority certificate does not renew automatically so be prepared to renew it manually every two years. See Renew registration authority certificates at Citrix Docs.
  3. Install the Citrix FAS group policy .admx template into PolicyDefinitions.
  4. Create a group policy object (GPO) and configure the GPO with the addresses of the FAS servers.
    • The GPO must apply to FAS servers, StoreFront servers, and every VDA. It does not need to apply to Delivery Controllers, but there’s no harm in applying it to the Delivery Controllers.
  5. Authorize FAS to request certificates from a Microsoft CA server.
  6. Configure FAS Rules to permit StoreFront servers to request FAS to generate certificates for users and permit VDA machines to retrieve the certificates from FAS.
  7. Configure StoreFront to use FAS for VDA single sign-on.

Links:

From Citrix CTX225721 Federated Authentication Service High Availability and Scalability: you can build multiple FAS servers. Enter all FAS server FQDNs in the Group Policy. StoreFront will then use a hashing algorithm on the username to select a FAS server.

  1. If you have less than 10K users, one FAS server with 4 vCPUs (2.5Ghz) should be sufficient.
  2. You will require a minimum of one FAS server (with 8 vCPUs) per 25,000 users if all users expect to be able to logon under cold start conditions (no keys or certificates cached) within 60-90 minutes.
  3. A single FAS server can handle greater than 50K users under warm start conditions (keys and certificates pre-cached)
  4. One reserve FAS server for every four FAS servers for “Day 1” cold start (Users get new keys/certificates) & disaster recovery scenarios
  5. Split the FAS Certificate Authority from Certificate Authority that performs other tasks for both security and scalability purposes.

Michael Shuster explains the Group Policy configuration for FAS in multiple datacenters at HowTo: Active-Active Multi-Datacenter Citrix FAS.

Also see the Citrix Federated Authentication Service Scalability whitepaper.

Federated Authentication Service Versions

The most recent Federated Authentication Service Current Release is version 2411.

For LTSR versions of Citrix Virtual Apps and Desktops (CVAD) and StoreFront, install the version of FAS that comes with the CVAD LTSR version.

Install/Upgrade Federated Authentication Service

The service should be installed on a secure, standalone server that does not have any other Citrix components installed. The FAS server stores user authentication keys, and thus security is paramount.

  1. On the Federated Authentication Service server, go to the Citrix Virtual Apps and Desktops, or XenDesktop 7.9, or newer ISO, and run AutoSelect.exe. Or you can download the standalone installer and run that.
  2. In the lower half of the window, click Federated Authentication Service.
  3. In the Licensing Agreement page, select I have read, understand, and accept the terms of the license agreement, and click Next.
  4. In the Core Components page, click Next.
  5. In the Firewall page, click Next.
  6. In the Summary page, click Install.
  7. The installer will probably ask for a restart.

    1. After the reboot, and after logging in again, you might see a Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window. Don’t click anything yet.
    2. Go to the Citrix_Virtual_Apps_and_Desktops_7_2411.iso file and mount it.
    3. Go back to the Locate ‘Citrix Virtual Apps and Desktops 7’ installation media window.
    4. On the left, expand This PC, and click the DVD Drive.
    5. Click Select Folder.
  8. Click Finish.

FAS Group Policy

Configure a Group Policy that instructs StoreFront servers and VDAs on how to locate the FAS servers.

  1. On the Federated Authentication Service server, browse to C:\Program Files\Citrix\Federated Authentication Service\PolicyDefinitions. Copy the files and folder.
  2. Go to \\domain.com\SYSVOL\domain.com\Policies\PolicyDefinitions and paste the files and folder. If PolicyDefinitions doesn’t exist in SYSVOL, then copy them to C:\Windows\PolicyDefinitions instead.
  3. Edit a GPO that applies to all StoreFront servers, all Federated Authentication Service servers, and all VDAs.
  4. Navigate to Computer Configuration > Policies > Administrative Templates > Citrix Components > Authentication.
  5. Edit the setting Federated Authentication Service.
  6. Enable the setting and click Show.
  7. Enter the FQDN of the Federated Authentication Service server. You can add more than one Federated Authentication Service server.
  8. Click OK twice.
  9. On the Federated Authentication Service server, and VDAs, run gpupdate.
  10. On the FAS server, and on VDAs, look in the registry at HKLM\Software\Policies\Citrix\Authentication\UserCredentialService\Addresses. Make sure this key and value exists. The number one cause why FAS doesn’t work is because this key is missing from VDAs. The FAS Address GPO must apply to VDAs too.
  11. If the VDAs and Users are in different domains, see CTX220497 Users from one AD Domain not able to get FAS user certificates from another trusted domain: add the Citrix StoreFront Servers, FAS server and VDA servers to the Windows Authorization Access Group in the users’ domain. Also see Deployment Guide: Multi-Domain FAS Architecture at Citrix Tech Zone.
  13. By default, the VDAs will verify the certificates aren’t revoked by downloading the Certificate Revocation List. You can disable CRL checking by configuring HKEY_Local_Machine\System\CurrentControlSet\Control\LSA\Kerberos\Parameters\UseCachedCRLOnlyAndIgnoreRevocationUnknownErrors (DWORD) = 1 as detailed at CTX217150 Unable to login using the FAS Authentication – Getting Stuck on Please wait for local session manager.
  14. If your VDAs have third party credential providers (e.g., Duo), then it might interfere with FAS Single Sign-on.

FAS 1909+ Configuration

If you prefer to script the FAS configuration, then see Citrix Blog Post Automating the Citrix Federated Authentication Service with PowerShell.

FAS 1909 and newer have a different configuration GUI than FAS 1906 and older.

Here are 1909 and newer GUI configuration instructions:

  1. Log into the FAS server as an Enterprise Administrator that can upload certificate templates to Active Directory.
  2. On the FAS server, from the Start Menu, run Citrix Federated Authentication Service as administrator. Make sure you run it elevated.
  3. In the tab named Initial Setup, in the row named Deploy certificate templates, click Deploy.
  4. Click OK to deploy the templates to Active Directory.
  5. In the row named Set up a certificate authority, click Publish.
  6. Select an Enterprise Certificate Authority that will be issue the FAS certificates and click OK.
  7. In the row named Authorize this service, click Authorize.
  8. Select a CA that will issue this FAS server a Registration Authority certificate. Later, you will need to open the Certificate Authority console on the chosen server. Click OK.
  9. The row named Authorize this service has a new icon indicating it is waiting on the registration authority certificate to be approved.
  10. Open the Certification Authority console and point it to the CA server. In the Pending Requests node, find the certificate request for the FAS server and Issue it.
  11. Back in the FAS Administration Console, on the top right, click Refresh.
  12. The row named Authorize this service should now have a green check mark.
  13. In the row named Create a rule, click Create.
  14. In the Rule name page, leave it set to Create the default rule and click Next.
  15. In the Template page, click Next.
  16. In the Certificate authority page, select the CA that has the issuing templates configured and click Next. You can select more than one CA server.
  17. In the In-session use page, click Next.
  18. In the Access control page, click the link to Manage StoreFront access permissions.
  19. In the Permission for StoreFront Servers page, add your StoreFront servers and give them the permission Assert Identity. Click OK.
  20. Back in the Create Rule wizard, click Next.
  21. In the Restrictions page, you can optionally reduce the VDAs that are authorized to use FAS. Click Next.
  22. In the Summary page, click Create.
  23. The FAS Registration Authority certificate expires in two years. You’ll need to manually renew the FAS Registration Authority certificate before it expires. Put a notification on your calendar. For details, see Renew registration authority certificates at Citrix Docs.
    • In the row named Authorize this service, you can click the link for authorization certificate to see when it expires. Before expiration, use the Reauthorize button on the right of the same row.
  24. Jump ahead to Certificate Templates.

FAS 1906 and older Configuration

If you prefer to script the FAS configuration, then see Citrix Blog Post Automating the Citrix Federated Authentication Service with PowerShell.

Here are GUI configuration instructions for FAS 1906 and older:

  1. Log into the FAS server as a Domain Administrator or Enterprise Administrator that can upload certificate templates to Active Directory.
  2. On the FAS server, from the Start Menu, run Citrix Federated Authentication Service as administrator. Make sure you run it elevated.
  3. The Federated Authentication Service FQDN should already be in the list (from group policy). Click OK.
  4. In Step 1: Deploy certificate templates, click Start.
  5. Click OK to add certificate templates to Active Directory. Sufficient permission is required.
  6. In Step 2: Setup Certificate Authority, click Start.
  7. Select a Certificate Authority to issue the certificates, and click Ok.
  8. In Step 3: Authorize this Service, click Start.

    • Step 3 automatically submits an online request for the Registration Authority certificate to the CA and stores the non-exportable private key in the standard Microsoft Enhanced RSA and AES Cryptographic Provider.
    • Alternatively, you can submit the certificate request manually, and store the private key in TPM or HSM as detailed at Federated Authentication Service private key protection at Citrix Docs. When running New-FasAuthorizationCertificateRequest, the -UseTPM switch is optional.
  9. Select the issuing Certificate Authority, and click OK.

    • Authorize this Service only lets you select one Certificate Authority. If you want to load balance certificate requests against multiple Certificate Authorities, then see Set up multiple CA servers for use in FAS at Citrix Docs. 
      Set-FasCertificateDefinition -Name default_Definition -CertificateAuthorities @("ca1.corp.local\CA1.corp.local", "ca2.corp.local\ca2.corp.local")
  10. Step 3 is now yellow.
  11. On the Microsoft CA server, go to the Certification Authority Console > Pending Requests. Find the pending request, and Issue it.
  12. In a minute or two, Federated Authentication Service will recognize the issued certificate and Step 3 will turn green.
  13. After FAS authorization with the CA, in the FAS Configuration tool, switch to the User Rules tab.
  14. Use the Certificate Authority drop-down to select the issuing Certificate Authority.
  15. Use the Certificate Template drop-down to select the Citrix_SmartcardLogon template.
  16. Click Edit next to List of StoreFront servers that can use this rule.
  17. Remove Domain Computers from the top half, and instead add your StoreFront servers. You could add an Active Directory security group instead of individual StoreFront servers.
  18. On the bottom half, make sure Assert Identity is Allowed. Click OK.
  19. By default, all users and all VDAs are allowed. You can click the other two Edit boxes to change this.
  20. When done, click Apply.
  21. Click OK when you see Rule updated successfully.
  22. The FAS Registration Authority certificate expires in two years. You’ll need to manually renew the FAS Registration Authority certificate before it expires. Put a notification on your calendar. For details, see Renew registration authority certificates at Citrix Docs.
    • To see the expiration date of the authorization certificate, run the following PowerShell command after running add-pssnapin Citrix.Authentication.FederatedAuthenticationService.V1: 
      Get-FasAuthorizationCertificate -FullCertInfo -address myFASServer

Certificate Templates

The deployed FAS Certificate Templates from older versions of FAS have Autoenroll enabled. Newer versions of FAS (e.g., 2203) no longer have Autoenroll enabled.

  1. Open the Certificate Templates console. One option is to open the Certification Authority console, right-click Certificate Templates, and then click Manage.
  2. There should be three templates with names starting with Citrix_. Open the properties on each one.
  3. On the Security tab, highlight each group assigned to the template.
  4. On the bottom half, uncheck the box in the Autoenroll row but leave Enroll checked. Perform this step for every group assigned to this template. Then click OK.
  5. Repeat disabling autoenroll for the other two templates.

The Registration Authority certificate templates are permitted to all Domain Computers. You might want to change that.

  1. Open the Properties of one of the Citrix_RegistrationAuthority certificate templates.
  2. On the Security tab, remove Domain Computers.
  3. Add your FAS servers and enable the Enroll permission.
  4. Repeat for the other Registration Authority certificate.

To further restrict who can be issued certificates, go to your Certificate Authority’s Properties and use the Enrollment Agents tab to restrict enrollment agents.

StoreFront Configuration

Once FAS is enabled on a StoreFront store, it applies to all connections through that store, including password-based authentications. One option is to create a new store just for FAS users.

  1. Check the registry at at HKLM\Software\Policies\Citrix\Authentication\UserCredentialService\Addresses to confirm that the group policy with FAS addresses has been applied to the StoreFront servers.
  2. On the StoreFront 3.6 or newer server, run the following elevated PowerShell command: 
    & "$Env:PROGRAMFILES\Citrix\Receiver StoreFront\Scripts\ImportModules.ps1"
  3. Run the following commands. Adjust the store name as required. 
    $StoreVirtualPath = "/Citrix/Store"
$store = Get-STFStoreService -VirtualPath $StoreVirtualPath
$auth = Get-STFAuthenticationService -StoreService $store
Set-STFClaimsFactoryNames -AuthenticationService $auth -ClaimsFactoryName "FASClaimsFactory"
Set-STFStoreLaunchOptions -StoreService $store -VdaLogonDataProvider "FASLogonDataProvider"
  4. If you have multiple StoreFront servers, Propagate Changes.
  5. In Web Studio (CVAD 2212 and newer), go to Settings and Enable XML Trust.

    • Or on a Citrix Delivery Controller, run the following PowerShell command: 
      Set-BrokerSite -TrustRequestsSentToTheXmlServicePort $true

If you ever need to disable FAS on StoreFront, run the following commands. Adjust the store name as required.

$StoreVirtualPath = "/Citrix/Store"
$store = Get-STFStoreService -VirtualPath $StoreVirtualPath
$auth = Get-STFAuthenticationService -StoreService $store
Set-STFClaimsFactoryNames -AuthenticationService $auth -ClaimsFactoryName "standardClaimsFactory"
Set-STFStoreLaunchOptions -StoreService $store -VdaLogonDataProvider ""

SAML Configuration

SAML Flow

SAML flows like this:

  1. (Optional) User goes to the web application aka Service Provider (e.g. Citrix Gateway).
    • The Service Provider (SP) redirects the user’s browser to the Identity Provider’s (IdP) SAML Single Sign-on (SSO) URL and includes an authentication request in the Redirect. The IdP SSO URL might be different for each Service Provider.
    • The Authentication Request from the Service Provider includes a Service Provider Entity ID. The IdP matches the SP Entity ID with an entry in its database so it knows which SP is making the authentication request. The Entity ID must match on both the SP and the IdP.
    • If the Authentication Request is signed by the Service Provider’s certificate private key, then the IdP will verify the signature using the Service Provider’s certificate public key. In this scenario, the Service Provider’s certificate (without private key) must be loaded into the IdP.
  2. The user authenticates to the IdP, typically using Multi-factor Authentication.
    • If the user was redirected from the SP, then the IdP already knows which SP to authenticate with.
    • If the user went directly to the IdP, then the user typically needs to click an icon representing the web application (Service Provider).
  3. IdP generates a SAML Assertion containing the user’s userPrincipalName or email address.
    • Configure the IdP to include the user’s UPN or email address in the NameID field of the assertion. SAMAccountName won’t work with Citrix FAS.
    • The SAML Assertion also includes the Service Provider’s Entity ID. The ID in the Assertion must match the ID configured on the SP.
    • IdP signs the SAML Assertion using an IdP certificate private key.
    • IdP has a configuration for the SP that includes a SAML Assertion Consumer Service (ACS) URL. IdP redirects the user’s browser to the SP’s ACS URL and POST’s the SAML Assertion.
      • The ACS URL on Citrix Gateway ends in /cgi/samlauth
  4. SP uses the IdP certificate’s public key to verify the signature on the SAML Assertion.
    • The IdP’s certificate (without private key) is installed on the Citrix ADC so it can verify the Assertion’s signature.
  5. SP extracts the user’s userPrincipalName from the Assertion and uses the UPN for Single Sign-on to StoreFront and the rest of the Citrix components.
    • Note that the SP does not have access to the user’s password and thus that’s why we need Citrix FAS to generate certificates for each user.

Configure the SAML IdP

You typically start the configuration on the Identity Provider (IdP). Every IdP has unique instructions. Search Google for your IdP and Citrix ADC and you might find a IdP-specific guide. After IdP configuration, you download the IdP’s certificate and copy the IdP’s SSO URL so you can configure them on Citrix ADC.

Azure AD as SAML IdP

  1. In Azure Portal, go to Azure Active Directory.
  2. On the left, click Enterprise applications.
  3. In the new blade that appears, on the All applications page, on the right, click New application.
  4. In the All Categories view of the gallery, on the top right, click Non-gallery application.
  5. Give the application a descriptive name. Azure AD shows this name in the myapps portal. Click Add.
  6. After the application is created, on the left, in the Manage section, click Single sign-on.
  7. On the right, click the big button for SAML.
  8. In section 1 labelled Basic SAML Configuration, click the pencil icon.
  9. In the Identifier (Entity ID) field, enter an identifier in URI format. Usually it matches the FQDN of the Citrix Gateway and can be entered in https://gateway.corp.com format. You’ll later need to specify the exact same Identifier on the Citrix ADC.
  10. In the Reply URL (Assertion Consumer Service URL) field, enter a URL similar to https://mygateway.company.com/cgi/samlauth. The path must be /cgi/samlauth. The scheme should be https. And the FQDN is your Citrix Gateway’s FQDN.
  11. Click Save. Then you might have to click the x on the top right to make it go away.
  12. In section 2 labelled User Attributes & Claims, notice that it defaults to sending the userprincipalname. You can click the pencil to change the attribute used for the Name identifier value. Whatever value you send will need to match the userPrincipalNames of local Active Directory accounts (aka shadow accounts).


  13. In section 3 labelled SAML Signing Certificate, click the Download link in the Certificate (Base64) line.
  14. Citrix ADC 12.1 and newer support SAML metadata so feel free to copy the App Federation Metadata Url field.
  15. If you are running NetScaler 12.0 or older, then you will need to copy the Login URL field from section 4 labelled Set up gateway5.corp.com
  16. On the left, under Manage, click Users and groups.
  17. Use the normal process to assign Azure AD users and groups to this application. Click Assign.
  18. Jump to the section named Citrix ADC SAML Configuration.

ADFS as SAML IdP

The screenshots in this section use ADFS as an example IdP. Your IdP will be different.

  1. In your SAML IdP, create a Relying Party Trust (aka service provider trust) or new Application.
  2. Since we’re configuring the IdP before we configure Citrix ADC and thus don’t have access to the SP metadata, select the option to Enter data about the relying party manually.
  3. For the Assertion Consumer Service URL (aka relying party service URL), enter the URL to your Citrix Gateway with /cgi/samlauth appended to the end (e.g. https://gateway.corp.com/cgi/samlauth)
  4. Enter a Relying party trust identifier in URI format. You must specify the same identifier (Issuer Name) on the Citrix ADC as detailed in the next section.
  5. Configure the SAML IdP to send email address or User-Principal-name as Name ID. Citrix ADC receives the Name ID and sends it to StoreFront. StoreFront will look in Active Directory for an account with userPrincipalName that matches the Name ID.
  6. Citrix ADC will sign the authentication requests it sends to the IdP. On the Citrix ADC, you will soon configure the Citrix ADC SAML SP signing certificate with private key that signs the authentication requests that are sent to the IdP. In your SAML IdP, import the same Citrix ADC SAML SP signing certificate but without the private key.
  7. Copy the SAML authentication URL (aka Token Issuance URL) from your SAML IdP. You’ll need to enter this same URL on your Citrix ADC later.
  8. Export the IdP Token-signing certificate from your SAML IdP. The IdP could be ADFS, Okta, Ping, etc.

Citrix ADC SAML Configuration

SAML Server/Action

  1. Instructions for Citrix ADC 13.0, Citrix ADC 12.1, NetScaler 12.0, and NetScaler 11.1 are essentially the same.
    • Citrix ADC 12.1 and newer support SAML Metadata while older versions of NetScaler do not support SAML Metadata.
    • NetScaler 11 is very similar, except Certificates are in a different place in the NetScaler menu tree.
  2. Workspace app support – If you bind a SAML Authentication Policy directly to the Gateway Virtual Server (no nFactor/AAA), then Workspace app and Gateway VPN plug-in won’t work. To support SAML with Workspace app and Gateway VPN plug-in, configure nFactor (Authentication Virtual Server with Authentication Profile) instead of directly on the Gateway Virtual Server.
  3. IdP Signing Certificate – On Citrix ADC, if you are not importing IdP metadata, then manually import the IdP SAML token-signing certificate (without private key) under Traffic Management > SSL > Certificates > CA Certificates. Citrix ADC uses this certificate to verify the signature of the SAML assertion from the IdP.
    Note: when you later create the SAML Action on Citrix ADC, there’s a place to add a SAML certificate. Unfortunately, the SAML Action is trying to import the wrong type of certificate since it wants the private key, which you don’t have access to. If you import the certificate here under CA Certificates, then there’s no prompt for private key.


    • SAML IdP certificates are shown in the Unknown Certificates node.
  4. If you want ADC to sign the authentication requests it sends to the IdP, then do the following:
    1. Move up two nodes to Server Certificates and Import or create a SP SAML signing certificate with private key. This can be the same certificate used on Citrix Gateway. Or a more common practice is to create a self-signed certificate.

    2. You’ll also need to import this SAML SP signing certificate (without private key) to your SAML IdP so it can verify the SAML authentication request signature from the Citrix ADC.
  5. Go to Citrix Gateway > Policies > Authentication > SAML. The quickest way to get here is to enter SAML in the search box on top of the menu.
  6. On the right, switch to the tab labelled Servers, and click Add.
  7. In the Name field, give the SAML Action a name that indicates the IdP’s name.
  8. If your Citrix ADC is 12.1 or newer, then get the SAML Metadata URL (or file) from the IdP.

    1. In the SAML Server on Citrix ADC, in the SAML IDP Metadata URL field, paste in the URL. ADC should be able to extract the IdP’s certificate from the Metadata URL.
    2. In the Issuer Name field, enter the ID that the SAML IdP is expecting for the Relying Party.  This Issuer Name must match the name you configured on the IdP’s Relying Party (Service Provider) Trust. Azure AD calls this the Identifier or Entity ID.
    3. Near the bottom, configure a Relay State Rule to prevent session hijack. It should check the Relay State field to make sure it matches the URL that users using to reach the Gateway Virtual Server. Make sure you include the forward slash at the end of the URL. Sample expression below. Pattern set is also possible. See CTX316577 for details. To avoid relay state “does not match” error, make sure users enter the Gateway URL instead of using a bookmark. 💡 
      AAA.LOGIN.RELAYSTATE.EQ("https://gateway5.corp.com/")

    4. Scroll down and click More.
    5. You can optionally check Force Authentication to prevent users from doing SAML authentication using cached credentials. This prompts for MFA every time the user accesses Citrix Gateway.
    6. Scroll down and click Create.
    7. Edit the SAML Server again.
    8. If you uncheck the box next to Import Metadata, you can see the fields that it filled in for you. Unfortunately, other fields must be configured manually as detailed soon.
  9. Configure the SAML Server based on the data provided by your IdP. If you imported Metadata, then some of the fields might already be populated.
    1. For IDP Certificate Name, select the SAML IdP’s certificate that was exported from the SAML IdP and imported to Citrix ADC. Citrix ADC will use this IdP certificate to verify SAML assertions from the IdP.
      Note: the Add button here does not work correctly. Instead, if you need to import the SAML IDP certificate, then do it at the CA Certificates node as detailed earlier in this section.
    2. For Redirect URL, enter the URL to the SAML IdP’s authentication page. Citrix Gateway will redirect users to this URL. For ADFS, enter your ADFS URL appended with /adfs/ls (e.g. https://adfs.corp.com/adfs/ls). For other IdP’s, get the URL from your IdP.
    3. For User Field, enter the name of the SAML Claim from the IdP that contains the value that matches the userPrincipalName of your local Active Directory users (aka shadow accounts). This defaults to the NameID field, but you might have to use a different claim, like emailaddress.
    4. In the Issuer Name field, enter the ID that the SAML IdP is expecting for the Relying Party.  This Issuer Name must match the name you configured on the IdP’s Relying Party (Service Provider) Trust. Azure AD calls this the Identifier or Entity ID.
    5. Near the bottom, configure a Relay State Rule to prevent session hijack. It should check the Relay State field to make sure it matches the URL that users using to reach the Gateway Virtual Server. Make sure you include the forward slash at the end of the URL. Sample expression below. Pattern set is also possible. See CTX316577 for details. 💡
    6. Optionally, for Signing Certificate Name, select the SAML SP certificate (with private key) that Citrix ADC will use to sign authentication requests to the IdP. This same certificate (without private key) must be imported to the IdP, so the IdP can verify the authentication request signature. This field usually isn’t needed by most IdPs.
    7. Scroll down and click More.
    8. Citrix ADC defaults to SHA1. You might have to change the Signature Algorithm and Digest Method to SHA256.
    9. Review the other settings as needed by your IdP. Click Create when done.

SAML Policy – Advanced (nFactor) Method

Workspace app and Gateway Plugin (i.e. VPN plugin) require nFactor (Advanced Authentication Policies) to support SAML authentication.

Licensing – nFactor requires NetScaler ADC Advanced Edition or NetScaler ADC Premium Edition. The newest builds of NetScaler ADC 13 have added nFactor support for NetScaler ADC Standard Edition, but the configuration of an Authentication Virtual Server is not directly accessible from the main menu. If you only have Standard Edition, then do the following to get to the Authentication Virtual Server:

  1. Go to Citrix Gateway > Virtual Servers and edit one.
  2. On the right, add the Authentication Profile section.
  3. On the left, in the Authentication Profile section, click Add to create an Authentication Profile.
  4. In the Authentication Virtual Server row, click Add to create an Authentication Virtual Server.
  5. The rest of the nFactor configuration is similar to what’s detailed below.

If you prefer to configure the older Classic Method, which doesn’t work with Workspace app, then skip to the Classic Method.

Do the following to create an Advanced Authentication Policy, an Authentication Virtual Server, and bind it to the Gateway Virtual Server:

  1. In the left menu, expand Security, expand AAA – Application Traffic, expand Policies, expand Authentication, expand Advanced Policies, and then click Policy.
  2. On the right, click the button labelled Add.

    1. Change the drop-down for Action Type to SAML.
    2. Change the drop-down for Action to the SAML Action you created earlier.
    3. In the box labelled Expression, enter true.
    4. Give the policy a name and click Create.
  3. In the left menu, expand Security, expand AAA – Application Traffic and then click Virtual Servers.
  4. On the right, click the button labelled Add.

    1. Change the drop-down named IP Address Type to Non Addressable and then click OK.
  5. You can optionally bind a Server Certificate. If you don’t bind a certificate, then the AAA vServer will be down but it will still work. It doesn’t matter what certificate you choose. Click Continue when done.
  6. On the left, in the section named Advanced Authentication Policies, click the row that says No Authentication Policy.

    1. Click where it says Click to select.
    2. Click the small circle to the left of the SAML Policy that you created earlier. Then click the blue button labelled Select at the top of the screen.
    3. There’s no need to configure Select Next Factor unless you want to bind an LDAP Policy with Authentication Disabled so you can extract groups from Active Directory and use those groups for Gateway authorization. This configuration procedure is detailed in the next section.
    4. Click the blue button labelled Bind at the bottom of the window.
  7. Click Continue,
  8. At the bottom of the page, click Done to finish creating the AAA vServer.
  9. In the left menu, expand Citrix Gateway and click Virtual Servers.
  10. On the right, edit your existing Gateway Virtual Server.
  11. On the right side of the screen, in the Advanced Settings column, click Authentication Profile.
  12. On the left side of the screen, find the Authentication Profile section and then click the button labelled Add.
  13. Click where it says Click to Select and then select your AAA vServer.
  14. Give the Authentication Profile a name and then click the blue button named Create.
  15. Make sure you click the blue OK button before you click Done. If you don’t click OK then your changes won’t be saved.

Here are some sample CLI commands for this nFactor SAML configuration.

# SAML Actions
# ------------
add authentication samlAction "Azure AD" -samlIdPCertName AzureADSAML -samlSigningCertName WildcardCorpCom -samlRedirectUrl "https://login.microsoftonline.com/815e26a9-4a9b/saml2" -samlIssuerName gateway5.corp.com -Attribute1 emailaddress -logoutURL "https://login.microsoftonline.com/815e26a9/saml2" -logoutBinding REDIRECT -relaystateRule "aaa.LOGIN.RELAYSTATE.EQ(\"https://gateway5.corp.com/\")"

# SAML Authentication Policies
# ----------------------------
add authentication samlPolicy "Azure AD" ns_true "Azure AD"

# Advanced Authentication Policies
# --------------------------------
add authentication Policy "Azure AD Advanced" -rule true -action "Azure AD"

# Authentication Virtual Servers
# ------------------------------
add authentication vserver nFactor-AzureAD-SAML SSL 0.0.0.0
bind authentication vserver nFactor-AzureAD-SAML -policy "Azure AD Advanced" -priority 100 -gotoPriorityExpression NEXT

# Authentication Profiles
# -----------------------
add authentication authnProfile nFactor-AzureAD-SAML -authnVsName nFactor-AzureAD-SAML

# Citrix Gateway Virtual Servers
# ------------------------------
set vpn vserver gateway5.corp.com -authnProfile nFactor-AzureAD-SAML

SAML nFactor LDAP Group Extraction

If you use AAA Groups with Citrix Gateway, then be aware that SAML usually does not provide the user’s group membership. Instead, configure a LDAP Policy to get the user’s groups from Active Directory so the groups can be later used by Citrix Gateway.

If you don’t need LDAP Group Extraction, then skip ahead to the StoreFront section.

Do the following to configure LDAP Group Extraction.

  1. Create a new LDAP Action.
    1. Use the Search in Menu to find LDAP then pick any of the results.
    2. Check the box next to an existing LDAP policy and click Add to copy its configuration. Or create a new one.
    3. Change the name of the LDAP Action.
    4. On the top right, uncheck the box next to Authentication.
    5. Scroll down a bit and in the right side re-enter the Administrator Password. Copying an existing LDAP Action does not copy the Bind password.
    6. Scroll down to the Other Settings section.
    7. On the left, change Server Logon Name Attribute to –<< New >>–.
    8. Enter userPrincipalName. The UPN is extracted from the SAML Assertion.
    9. Scroll down and click Create.
  2. On the left, go to Security > AAA – Application Traffic > Policies > Authentication > Advanced Policies > Policy and click Add to create a new Policy.

    1. Change Action Type to LDAP.
    2. Expression = true.
    3. Click Create.
  3. On the left, go to Security > AAA – Application Traffic > Policies > Authentication > Advanced Policies > Policy Label. On the right, click Add.

    1. Give the Policy Label a name and click Continue. The Login Schema should be LSCHEMA_INT.
    2. Select your LDAP Group Extract policy and then on the bottom click Bind.
    3. Click Done to close the Policy Label.
  4. On the left, go to Security > AAA – Application Traffic > Virtual Servers. On the right, edit your SAML AAA vServer.

    1. Click where it says 1 Authentication Policy.
    2. Right-click the Authentication Policy and then click Edit Binding.
    3. In the Select Next Factor field, click where it says Click to select.
    4. Select your LDAP Group Extract Policy Label and then click Bind.
  5. Skip ahead to the StoreFront section.

Here are some sample CLI commands for this nFactor SAML LDAP Group Extract configuration.

# LDAP Actions
# ------------
add authentication ldapAction LDAP-GroupExtract -serverIP 10.2.2.11 -serverPort 636 -ldapBase "dc=corp,dc=local" -ldapBindDn ctxsvc@corp.local -ldapBindDnPassword ****** -ldapLoginName userPrincipalName -groupAttrName memberOf -subAttributeName cn -secType SSL -authentication DISABLED

# LDAP Policies
# -------------
add authentication ldapPolicy LDAP-Corp ns_true LDAP-Corp

# Authentication Policy Labels
# ----------------------------
add authentication policylabel LDAP-GroupExtract -loginSchema LSCHEMA_INT
bind authentication policylabel LDAP-GroupExtract -policyName LDAP-GroupExtract -priority 100 -gotoPriorityExpression NEXT

# Authentication Virtual Servers
# ------------------------------
bind authentication vserver nFactor-AzureAD-SAML -policy "Azure AD Advanced" -priority 100 -nextFactor LDAP-GroupExtract -gotoPriorityExpression NEXT

Configure StoreFront for SAML Citrix Gateway

  1. In StoreFront 3.6 or newer, in the StoreFront Console, go to Stores, right-click the store, and click Manage Authentication Methods.
  2. Make sure Pass-through from Citrix Gateway is selected.
  3. Click the bottom gear icon on the right, and click Configure Delegated Authentication.
  4. Check the box next to Fully delegate credential validation to Citrix Gateway and click OK twice.
  5. In StoreFront, add a Citrix Gateway object that matches the FQDN of the Citrix Gateway Virtual Server that has SAML enabled.
  6. On the Authentication Settings page, make sure you configure a Callback URL. It won’t work without it.
  7. Then assign (Configure Remote Access Settings) the Gateway to your Store.

  8. Next step: create Active Directory Shadow Accounts

Native SAML on StoreFront without Citrix ADC

StoreFront 3.9 and newer have native support for SAML Authentication without Citrix ADC. Notes:

  • SAML overrides Explicit and Pass-through authentication.
  • SAML in StoreFront without Citrix ADC seems to work in Workspace app and Receiver Self-Service for Windows.

For an example configuration using StoreFront PowerShell commands and SAML metadata, see CTX232042 Configure StoreFront with OKTA.

To configure native SAML in StoreFront 3.9 or newer:

  1. Export the signing certificate from your SAML IdP. The IdP could be ADFS, Okta, Ping Identity, etc.
  2. In StoreFront 3.9 or newer console, right-click a Store, and click Manage Authentication Methods.
  3. Check the box next to SAML Authentication. If you don’t see this option (because you upgraded from an older version), click the Advanced button on the bottom of the window, and install the authentication method.
  4. On the right, click the gear icon for SAML, and click Identity Provider.
  5. Change the SAML Binding to the method your IdP expects.
  6. Enter the IdP token issuance endpoint URL. For example, in ADFS, the path is /adfs/ls.
  7.  Click Import.
  8. Browse to the signing certificate exported from your IdP, and click Open.
  9. Then click OK to close the Identity Provider window.
  10. On the right, in the SAML Authentication row, click the gear icon, and then click Service Provider.
  11. Click the first Browse button.
  12. Give the Signing certificate a name, and save it somewhere.
  13. Click the second Browse button.
  14. Give the Encryption certificate a name, and save it somewhere.
  15. Copy the Service Provider Identifier. Or you can change it to your desired value. Then click OK.
  16. In your IdP (e.g. ADFS), create a Relying Party Trust.
  17. Import the Encryption certificate that you exported from StoreFront.
  18. Enable SAML 2.0.
  19. For the Assertion Consumer Service (ACS) path, enter something similar to https://storefront.corp.com/Citrix/StoreAuth/SamlForms/AssertionConsumerService. The hostname portion of the URL is equivalent to your StoreFront Base URL. /Citrix/StoreAuth matches your Store name with Auth on the end. The rest of the path must be /SamlForms/AssertionConsumerService. You can get this ACS value by looking in the SAML metadata at the bottom of https://<storefront host>/Citrix/StoreAuth/SamlForms/ServiceProvider/Metadata.

  20. For the Relying party trust identifier, enter the identifier you copied from the Service Provider window in StoreFront.
  21. Configure the Claim Rules to send the user’s email address or userPrincipalName as Name ID.
  22. Edit the Relying Party Trust. Import the Signing certificate that you exported from StoreFront.

  23. Create Active Directory Shadow Accounts. Federated users must be userPrincipalName mapped to local Active Directory accounts.
  24. If you point your browser to https://<storefront-host>/Citrix/<storename>Auth/SamlTest, it should perform a SAML Login, and then show you the assertion that was returned from the IdP. See Citrix CTX220639 How to configure SAML Authentication-Test Configuration.
  25. See Citrix CTX220682 Storefront SAML Troubleshooting Guide for event logs, SAML Metadata, Active Directory account mapping, Trust XML, etc.
  26. When you go to your Receiver for Web page, it should automatically redirect you to your IdP. After authentication, it should redirect you back to StoreFront and show you your icons.
  27. ADFS also works in Receiver 4.6 and newer, and Workspace app.
  28. When you logoff, it won’t let you log on again unless you close your browser and reopen it.

  29. To fix this problem, see CTP Sacha Thomet StoreFront – Allow relogin without browser close. Edit the file C:\inetpub\wwwroot\Citrix\StoreWeb\custom\script.js, and add the following line: 
    CTXS.allowReloginWithoutBrowserClose = true

  30. Now when you logoff, you’re given an option to log on again.

Active Directory Shadow Accounts

To login to Windows (Citrix VDA), every user must have an Active Directory account in a domain trusted by the VDA. For Federated Users, you typically need to create shadow accounts for each Federated user in your local Active Directory. These Shadow accounts need a userPrincipalName that matches the SAML attribute (usually email address) provided by the SAML IdP.

If the email address provided by the SAML IdP does not match the UPN suffix for your domain, then do the following:

  1. Open Active Directory Domains and Trust.
  2. Right-click the top left node (not a domain node), and click Properties.
  3. In the UPN Suffixes tab, add a UPN suffix that matches the email suffix provided by the SAML IdP.
  4. When creating a shadow account in your Active Directory, the new UPN suffix is available in the drop-down list. Note that the pre-Windows 2000 logon name can’t conflict with any other user in the domain.
  5. The password for these Shadow accounts can be any random complex password since the Federated users never need the Shadow account’s password.
  6. If the shadow account is already created, edit the account, and on the Account tab, use the drop-down to select the new UPN suffix.
  7. Create a shadow account for every federated user. There are third party Identity Management tools that can automate this. Or get an export from the IdP and use PowerShell scripting to create the acccounts.

Verify FAS

When FAS is enabled on StoreFront, every user that logs into StoreFront (local or remote) causes a user certificate to be created on the FAS server. You can see these user certificates by running the following PowerShell commands:

Add-PSSnapin Citrix.Authentication.FederatedAuthenticationService.V1
Get-FasUserCertificate -address fas01.corp.local

Citrix uses these certificates to logon to the VDA as the user. No password needed.

Citrix Workspace app 2409.1

Last Modified: Dec 13, 2024 @ 9:53 am

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Navigation

Workspace app is the new name for Receiver. This post applies to all Workspace app versions, including the Current Release version 2409.1 and the LTSR version 2402 CU2.

💡 = Recently Updated

Change Log

Workspace app Versions

Citrix Workspace app uses a YYMM (year/month) versioning format, of which version 2409.1 (24.9.1.207) is the newest Current Release. See Citrix Docs for the list of new features, some of which only apply to Citrix Cloud.

Workspace app 2311 and newer have a new installer interface. 

Workspace app 2303 and newer automatically install the App protection components with an option to start them after installation. Older Workspace apps have an option to install App protection and if you don’t select this and later want App protection then you must uninstall Workspace app and reinstall it.


  • See App Protection at Citrix Docs to enable App protection for the authentication screen. Workspace app 2305.1 and newer automatically start it for authentication if you have selected the Start App Protection check box during installation.

The newest Current Release version of Workspace app is version 2409.1.

The newest LTSR (Long Term Service Release) version of Workspace app is version 2402 Cumulative Update 2.

Workspace app Modules

The Workspace app installer deploys multiple modules. Here are the important ones:

  • ICA Engine (wfica.exe) – process that uses the ICA protocol to connect to published apps and desktops.
  • Self-Service (selfservice.exe) – gets icons from StoreFront and displays them in a Window. When an icon is clicked, Self-service passes the ICA file to the ICA Engine to establish a connection.
  • Single Sign-on (SSON) for ICA (ssonsvr.exe) – captures user credentials and submits them to VDAs after an ICA connection is established
  • Workspace Auto-Update (CitrixReceiverUpdater.exe) – Notifies users of Workspace app updates. The most recent name for this component is Citrix Workspace Update.

Custom ICA files are no longer supported. However, Ryan Butler has created a script that asks StoreFront for an ICA file. Explicit credentials are supported. Find the script at Github.

Workspace app Discovery and Beacon Process

If you are using Workspace app’s built-in user interface (instead of a web browser), then Workspace app first prompts you to perform discovery, which is also called Add Account.

Workspace app will contact the FQDN and request download of the StoreFront Provisioning File.

  • If you entered a StoreFront FQDN, then Workspace app will download the Provisioning File directly from the StoreFront server.
  • If you entered a Gateway FQDN, then Gateway will first prompt the user to authenticate. After authentication, Gateway will connect to its configured Account Services address, and download the Provisioning File from StoreFront. The Account Services address is configured in the NetScaler Gateway Session Profile on the Published Applications tab.

If your StoreFront server is configured with multiple stores, then the user will be prompted to select a store. Unfortunately, there’s no configuration option in NetScaler Gateway to force a particular store.

The Provisioning File downloaded from StoreFront is an XML document containing values for several items configured in the StoreFront console. You can export the Provisioning File from the StoreFront console by right-clicking a Store.

The ReceiverConfig.cr Provisioning File looks something like this:

Here are the values in the Provisioning File:

  • Address – the Base URL configured in StoreFront Console
  • Internal Beacon – as configured in StoreFront Console. This can be the Base URL, or a manually specified URL.
  • External Beacons – as configured in StoreFront Console
  • Gateways – as configured in StoreFront Console. If there are multiple Gateways, when enabling Remote Access on the Store, then only one Gateway is selected as Default
  • SRID – Store ID. An important value to consider for multi-datacenter configurations. The SRID is set when the Store is created. It can also be changed by editing C:\inetpub\wwwroot\Citrix\Roaming\web.config.

Workspace app reads the Provisioning File, and configures itself by inserting the file’s contents into the user’s registry. The values are located under HKCU\Software\Citrix\Dazzle\Sites and HKCU\Software\Citrix\Receiver\SR. If you performed discovery through NetScaler Gateway, notice that the internal Base URL is added to the user’s registry.

Once Workspace app is configured, it then performs the following steps:

  1. Attempt to connect to the Internal Beacon.
  2. If the Internal Beacon is reachable, connect directly to the StoreFront Base URL (Address).
  3. If the Internal Beacon is not reachable:
    1. Attempt to connect to the External Beacons. If the External Beacons are not reachable, then stop attempting to connect.
    2. Connect to the Gateway address configured in the Provisioning File. If there is more than one Gateway, connect to the Gateway that is marked as the Default.

Here are some interesting notes on this connection process:

  • The FQDN you entered during Discovery has absolutely nothing to do with how Workspace app connects to StoreFront or Gateway. The actual connection process is controlled by the contents of the Provisioning File, not the Discovery address.
  • If the Provisioning File has multiple Gateways defined, Workspace app uses whichever Gateway is marked as Default. Workspace app completely ignores whatever Gateway FQDN you entered during Discovery. To use a non-default Gateway, the user must manually select the other Gateway in Workspace app’s Advanced Preferences.

In StoreFront Console, if any configuration changes are performed that affect the Provisioning File, it takes an hour for Workspace apps to reconfigure themselves automatically. Or users can remove Accounts and re-add (or Reset Citrix Workspace) so that the updated Provisioning File is imported.

Here are some additional methods of performing Workspace app Discovery:

  • After exporting the Provisioning File from StoreFront Console, distribute it to users, and ask them to double-click it.


  • After logging in to Receiver for Web (StoreFront), at the top right, click the username, and click Activate. This downloads the receiverconfig.cr file, which is identical to the one you can export from StoreFront Console. The user then must run the downloaded file.

Virtual Monitors

In Workspace app 1812 and newer, when connected to a published desktop on a single monitor, you can split the screen into virtual monitors. This feature is intended for large 4K monitors.

  • In the desktop toolbar at the top of the screen, click Preferences.
  • Switch to the Monitor Layout tab.
  • On the bottom, select Horizontal or Vertical, then click somewhere in the blue box to draw a line. The single monitor will be split along this line. You can set different DPI for each portion of the virtual display.
  • Right-clicking one of the split sections changes that section to the primary display.
  • Click OK when done.
  • In the toolbar, click Window to resize it to a window, and then click Full Screen to cause your virtual monitor configuration to take effect.

Uninstall Old Clients

Workspace app installer can do a force uninstall of old clients before installing the new version:

  • In Workspace app 2309 and newer, run CitrixWorkspaceApp.exe /CleanInstall /Silent
  • In Workspace app 1909 and newer, run CitrixWorkspaceApp.exe /ForceInstall /Silent.
  • In Workspace app 1908 and older (including Receiver), run CitrixWorkspaceApp.exe /RCU /Silent or CitrixReceiver.exe /RCU /Silent.

Citrix CTX325140: How to Remove Client Files Remaining on System after Uninstalling Receiver for Windows.

Installation and Configuration

Administrator privileges – Administrator privileges are required to install any missing prerequisites.

Internet required – Recent versions of Workspace app download and install Microsoft Edge WebView2 Runtime, .NET Desktop Runtime 6.0.20, .NET Framework 4.8, and Visual C++. Internet access is required for the Workspace app installer to download these install files. Or there’s an Offline Installer for Workspace app 2309 and newer.

.NET Desktop Runtime 6.0.20 – Workspace app 2309 and newer will install x86 .NET Desktop Runtime 6.0.20 if it’s not already installed.

This section contains a summary of all common command line switches, registry keys, and policy settings for Workspace app.

Links:

Workspace app 2203 LTSR CU2 and Workspace app 2212 and newer fix security vulnerabilities.

CitrixWorkspaceApp.exe current release version 2409.1 or LTSR version 2402 CU2 can be installed by simply double-clicking it.

  • LTSR Workspace app does not support Browser Content Redirection.
  • Workspace app 2006 and newer do not support Windows 7.
  • Workspace app 2206 and newer enable DPI Matching by default. DPI Matching can be disabled through client-side group policy, or in the Advanced Preferences in Workspace app 2212 and newer. DPI Matching prevents connections to CVAD 7.15. Multi-session VDAs with version 1912, by default, have DPI Matching disabled, but can be enabled in the VDA’s registry. See CTX460068 for details.
  • Workspace app 2311 and newer have a new interface for installation.

  • Workspace app 2402 and newer ask if you want to install the Microsoft Teams VDI Plugin or not. This is for Teams 2.1 and newer.


Administrator vs non-administrator

  • Non-administrator – If a non-administrator installs Workspace app, then each non-administrator that logs in to the same workstation will have to reinstall Workspace app.
    • Non-administrator installations are installed to %USERPROFILE%\AppData\Local\Citrix\ICA Client for each user.
  • Administrator – If CitrixWorkspaceApp.exe is installed using an administrator account. then the Workspace app only needs to be installed once.
    • Administrator installations are installed to C:\Program Files (x86)\Citrix\ICA Client.
    • Administrator installations of Workspace app 1912 and newer can be manually upgraded by non-administrators by clicking Check for Updates. Older versions cannot be upgraded by non-administrators.
  • Conflicts – If an administrator install of Workspace app is performed on a machine that has non-administrator installs of Workspace app, then the two installations will conflict. Best option is to uninstall non-admin Workspace app and Receiver before installing admin Workspace app. Otherwise, the user’s profile probably has to be reset before Workspace app is functional again.

Global App Configuration Service

Global App Configuration Service (GACS) is a Citrix Cloud service that can push configurations to Workspace app clients. This Citrix Cloud service is now available to all on-premises customers even if you don’t own any Citrix Cloud entitlements.

  1. Login to https://citrix.cloud.com. If you don’t have a Citrix Cloud account, then login using your Citrix.com account credentials and it will create a Citrix Cloud account.
  2. Use the top left hamburger menu to go to Workspace Configuration.
  3. Switch to the tab named App Configuration.
  4. Click Switch URL.
  5. Near the bottom, click Claim URL.
  6. Click Add URL to add your on-premises StoreFront/Gateway URL. See Citrix Docs for details. GACS uses this URL to determine which Workspace app clients should receive the settings that you configure.
  7. Back in the App Configuration page, you can now configure Workspace app settings as desired. Workspace apps that have stores under the claimed URL will then receive these settings.

Auto-Update

Workspace app supports auto-update.

Some notes:

  • If Workspace app 1912 or newer is installed as administrator, then non-administrators can click Check for Updates to manually update Workspace app. To prevent this, use group policy to disable Citrix Workspace Updates.

    • Older versions of Workspace app cannot be upgraded by non-administrators.
  • If Workspace app is installed on a VDA, auto-update is automatically disabled. This includes Remote PC.
  • Auto-update can be limited to LTSR updates only.
  • Auto-update is configurable through several mechanisms: group policy, StoreFront, Workspace app GUI, installer command line. See Configuring Citrix Workspace Updates at Citrix Docs.
  • Workspace app 2107 and later let users select an Update channel.

  • See George Spiers Citrix Receiver for Windows Auto-Update.

Auto-update is configured using Workspace app group policy under the Citrix Workspace Updates, or Auto-Update node.


Or use Global App Configuration Service.

Workspace app Splash Screen

Workspace app shows a Splash Screen on first launch with the text “Citrix Workspace app extends the capabilities of Citrix Receiver”.

To prevent this splash screen, set the following registry value: (source = Dennis Span on Twitter)

  • Key = HKEY_CURRENT_USER\SOFTWARE\Citrix\Splashscreen
    • Value (REG_SZ) = SplashscreenShown = 1

Add Account Wizard

After installation, Workspace app will launch and ask you to add an account. If Workspace app, notice the checkbox Do not show this window automatically at logon.

FTU (First Time Use aka Add Account Wizard) will be displayed only if a store is not configured. If a store is already configured via command line, GPO, or Citrix Studio, then FTU screen will not be available after installation. Otherwise, FTU can be suppressed by doing one of the following:

  • Rename CitrixWorkspaceApp.exe to CitrixWorkspaceAppWeb.exe.
  • Install using a command line switch:
    • CitrixWorkspaceApp.exe /ALLOWADDSTORE=N
  • Set the registry value: HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Citrix\EnableFTU=dword:00000000 (or EnableX1FTU =dword:0)
  • Disable the EnableFTU policy setting in Receiver.admx.
  • Change Registry values post installation to suppress the Add Account window. Under HKLM\Software\Wow6432Node\Citrix\Dazzle, set AllowAddStore value to N.
  • Set the registry value: HKEY_LOCAL_MACHINE\Software\Citrix\Receiver\NeverShowConfigurationWizard (REG_SZ) = true
  • Also see Suppressing Add Account dialog at Citrix Docs.

Discover Hidden Stores

When Workspace app is first launched, it must perform Discovery, which is the process of downloading the .xml provisioning file from StoreFront. Discovery is performed by entering a StoreFront FQDN or Gateway FQDN. To discover a hidden store (a store that’s not advertised), add ?StoreName to the end of the FQDN. CTX214819 How to configure Receiver to a Store that is not advertised.

CitrixWorkspaceApp.exe Command line switches

CTX227370 Citrix Workspace app Commandline Tool contains a GUI tool to build your installer command line.
image.png

For unattended installation of Workspace app, see CTA Dennis Span Citrix Workspace App unattended installation with PowerShell or Citrix Receiver unattended installation with PowerShell.

Installer Command Line Switches are detailed at Configure and install Receiver for Windows using command-line parameters at Citrix Docs. Common Command line switches include the following:

  • /silent
  • /includeSSON – enables pass-through authentication. GPO configuration is also required as detailed below. 
    CitrixWorkspaceApp.exe /includeSSON
  • /ALLOWADDSTORE=A – by default, only SSL (HTTPS) stores are accepted. To allow non-SSL stores: 
    CitrixWorkspaceApp.exe /ALLOWADDSTORE=A
  • /STORE0 – To add a store from the installation command line: 
    CitrixWorkspaceApp.exe STORE0="AppStore;https://Citrix.corp.com/Citrix/MyStore/discovery;on;App Store"
    • Workspace App can discover the Store through NetScaler Gateway. 
      CitrixWorkspaceApp.exe STORE0="AppStore;https://gateway.corp.com#MyStore;On;App Store"
  • /SELFSERVICEMODE=False – disables the Self-Service interface and enables shortcut-only mode: 
    CitrixWorkspaceApp.exe /SELFSERVICEMODE=False
  • /AutoUpdateCheck=auto /AutoUpdateStream=LTSR – enables Citrix Workspace Update notifications and sets it to LTSR Branch only. AutoUpdateCheck can also be set to manual or disabled. AutoUpdateStream can also be set to Current. See Configuring Citrix Workspace Updates at Citrix Docs. 
    CitrixWorkspaceApp.exe /AutoUpdateCheck=auto /AutoUpdateStream=LTSR
  • /ENABLEPRELAUNCH=True – enables prelaunch: 
    CitrixWorkspaceApp.exe /ENABLEPRELAUNCH=True
  • /ALLOW_CLIENTHOSTEDAPPSURL=1 – enables Local App Access: 
    CitrixWorkspaceApp.exe /ALLOW_CLIENTHOSTEDAPPSURL=1

Registry values

HKLM\Software\Wow6432Node\Citrix\Dazzle on the Workspace app machine. All are of type REG_SZ (string) unless specified. Note: several of these are configurable using the Reciever.admx group policy template.

  • SelfServiceMode (REG_SZ) = False – Turns off Workspace app’s Self-Service interface.
  • PutShortcutsOnDesktop (REG_SZ) = True – If Self-Service interface is disabled, places all shortcuts on desktop.
  • UseDifferentPathsforStartmenuAndDesktop (REG_SZ) = True
    • UseCategoryAsStartMenuPath (REG_SZ) = True or False
    • UseCategoryAsDesktopPath (REG_SZ) = True or False
  • StartMenuDir (REG_SZ) = name of folder on Start Menu where shortcuts are placed.
  • DesktopDir (REG_SZ) = name of folder on Desktop where shortcuts are placed
  • EnablePreLaunch (REG_SZ) = True – If SSON is enabled then PreLaunch is already enabled by default.
  • AllowAddStore (REG_SZ) = A – Only if using http (instead of https) to connect to StoreFront.
  • AllowSavePwd (REG_SZ) = A – Only if using http (instead of https) to connect to StoreFront.
  • UserDomainName (REG_SZ) = pre-filled domain name
  • InitialRefreshMinMs (REG_SZ) = 1 – minimizes the launch delay before contacting store
  • InitialRefreshMaxMs (REG_SZ) = 1 – minimizes the launch delay before contacting store
  • RefreshMs (REG_SZ) = 3600000 (1 hour) – interval for Receiver icon refreshes. 1 hour is the default value.
  • MaxSimultaneousFetches (REG_DWORD) = 6  – improves the time of loading icons in Start Menu
  • MaxSimultaneousSubscribes (REG_DWORD) = 6 – improves the time of loading icons in Start Menu
  • DontWarnOfRemovedResources (REG_SZ) = True – prevents dialog boxes when resources are removed from the server. (or False)
  • SilentlyUninstallRemovedResources (REG_SZ) = True – prevents dialog boxes when resources are removed from the server
  • PreferTemplateDirectory (REG_SZ) = UNC path or local path containing shortcuts copied by the prefer keyword. Give the shortcuts a short name.
  • PnaSSONEnabled (REG_SZ) = True – Enables Single Sign-on for PNAgent (Web Interface).
  • WSCReconnectMode (REG_SZ) = 3 (default) – If this Workspace app is running inside a VDA published desktop, set it to 0.
  • AlwaysUseStubs (REG_SZ) = True. Workspace app and Receiver 4.3.100 and newer don’t create .exe stubs by default. Set this to create .exe stubs. Also see Citrix CTX211893 Controlling Shortcut behavior in Receiver 4.3.100.
  • DontCreateAddRemoveEntry (REG_SZ) = True – don’t create “Delivered by Citrix” entries in Programs and Features
  • DesktopNameFormatString = format string for shortcut names – For example “{0}_{1}_{2}_{3}”. See the link for details.
  • SelfServiceFlags (REG_DWORD) = 4 – prevents duplicate shortcuts when roaming and Desktop is redirected.
  • ReEvaluateNetwork (REG_SZ) = true – for Beacon detection with Single FQDN

To prevent the Win+G popup on Windows 10 machines:

  • HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows\GameDVR
    • AllowGameDVR (REG_DWORD) = 0

To allow adding non-HTTPS stores to Workspace app:

  • HKLM\Software\Wow6432Node\Citrix\AuthManager
    • ConnectionSecurityMode (REG_SZ) = Any

To increase ICA bandwidth consumption over high latency links, set:

  • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\ICA Client\Engine\Configuration\Advanced\Modules\TCP/IP

To prevent beacon probing from using proxy, set:

  • HKEY_LOCAL_MACHINE\Software\WOW6432Node\Citrix\Receiver\inventory
    • BeaconProxyEnabled (REG_DWORD) = 0

To enable foreground progress bar, set:

  • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\ICA Client
    • ForegroundProgressBar (REG_DWORD) = 1

For client-to-server file type redirection, set:

  • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\ICA Client\Engine\Configuration\Advanced\Modules\ClientDrive
    • NativeDriveMapping=”TRUE”

To fix USB devices that emulate a keyboard, set:

  • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\ICA Client\Engine\Lockdown Profiles\All Regions\Lockdown\Virtual Channels\Keyboard
    • KeyboardTimer=”10”

To remember manually mapped USB devices when auto-connection is enabled, set: (2409 and newer)

  • HKLM\SOFTWARE\Citrix\ICA Client\GenericUSB (same path for 32-bit and 64-bit, create the keys)
    • RememberConnections (DWORD) = 0x1

To override the devices that are mapped using optimized channels instead of generic USB, see Citrix CTX123015 How to Configure Automatic Redirection of USB Devices

Group Policy Settings

Copy the Workspace app ADMX template (C:\Program Files (x86)\Citrix\ICA Client\Configuration\receiver.admx) to C:\Windows\PolicyDefinitions (or Sysvol). Also copy receiver.adml to C:\Windows\PolicyDefinitions\en-us (or Sysvol).

Edit a GPO that applies to client machines, go to Computer Configuration | Policies | Administrative Templates | Citrix Components | Citrix Workspace and configure the following:

  • To enable pass-through authentication: go to | User Authentication |.
  • To add a store, go to | StoreFront |
    • StoreFront Accounts List – see the help text
  • To enable Auto-Update, go to | AutoUpdate | or | Citrix Workspace Updates |. (the node was renamed in 4.11 and Workspace app)
    • Enable or Disable AutoUpdate or
    • Citrix Workspace Updates
  • To modify the desktop viewer toolbar, go to | Client Engine |
    • Desktop Viewer Toolbar Options (2409 and newer)
  • To enable Local App Access, go to | User Experience |
    • Local App Access Settings
  • To prevent the endpoint from sleeping while session is active, go to | User Experience |
    • Power Management (2405 and newer)
  • To configure the Self-Service interface, go to | SelfService |
    • Set Manage SelfServiceMode to Disabled to completely disable the Self-Service window. This causes all icons to be placed on the Start Menu.
    • Enable Manage App Shortcut and configure it as desired.
      • To allow the Self-Service window, but prevent it from automatically opening (reside in systray), tick Prevent Citrix Workspace performing a refresh of the application list when opened. Source
    • Enable Control when Workspace attempts to reconnect to existing sessions. If this is a VDA published desktop, set it to Disabled. Otherwise configure it as desired.
    • Set Enable FTU to Disabled  to prevent the Add Account wizard from displaying.
    • Enable Allow/Prevent users to publish unsafe content if publishing content that’s opens a file or file share.

Enable automatic client drive and client microphone mapping:

  • In a client-side GPO, add the GPO ADM template from http://support.citrix.com/article/CTX133565.
  • Enable the setting Create Client Selective Trust Keys. See Below for details.
  • Configure the FileSecurityPermission setting in one or more of the regions.
  • Configure the MicrophoneAndWebcamSecurityPermission setting in one or more of the regions.

Citrix CTX203658 Start Menu Icons Set to Default (Blank Document) After Update to Receiver 4.3.100 – Windows 8 and newer

  • Computer Configuration | Policies | Administrative Templates | Windows Components | File Explorer
    • Allow the use of remote paths in file shortcut icons = enabled

For Single Sign-on in Windows 11 24H2 and newer, enable the following GPO setting:

  • Computer Configuration | Policies | Administrative Templates | Windows Components | Windows Logon Options
    • Enable MPR notifications for the System = enabled

Deploy Workspace app using Active Directory

To deploy Workspace app using Active Directory, configure a GPO with a computer startup script that runs the Workspace app installer executable. Citrix provides sample scripts that can be downloaded from one of the Workspace app download pages (Workspace app current release version 2409.1, or LTSR version 2402 CU2, by expanding Downloads for Admins (Deployment Tools).

Also see CTA Dennis Span Citrix Receiver unattended installation with PowerShell.

Change Workspace App’s Store Configuration, including Reset Citrix Workspace

You can change Workspace app’s configured Store/Account with a couple command lines:

"C:\Program Files (x86)\Citrix\ICA Client\SelfServicePlugin\SelfService.exe" -deleteproviderbyname Corporate 
"C:\Program Files (x86)\Citrix\ICA Client\SelfServicePlugin\SelfService.exe" -init -createprovider Corporate https://storefront.corp.com/Citrix/Store/discovery

 

It is sometimes necessary to Reset Citrix Workspace by right-clicking the Workspace app systray icon, clicking Advanced Preferences, and clicking the Reset link. You can do this from the command line by running "C:\Program Files (x86)\Citrix\ICA Client\SelfServicePlugin\CleanUp.exe" -cleanUser -silent. See CTX140149 How to Reset Receiver Using the Command Line.

Workspace app Group Policy ADMX Template

Many of the Workspace app configuration settings must be configured in group policy. These Workspace app settings are only available after installing the GPO templates.

Alternatively, Citrix Cloud customers can use Global App Configuration Service to configure Workspace app. Today it’s a REST API, but Citrix has started adding a GUI at Workspace Configuration > App Configuration.

For GPO configuration:

  1. From a machine that has Workspace app installed, find the .admx and .adml files in the C:\Program Files (x86)\Citrix\ICA Client\Configuration.
    • You can also download the ADMX files from one of the Workspace app download pages (Workspace app current release version 2409.1, LTSR version 2402 CU2, by expanding Downloads for Admins (Deployment Tools).
  2. Copy the CitrixBase.admx and receiver.admx files. Also copy the en-US folder. In Workspace app, the files are still named receiver.admx.
  3. Go to your domain’s SYSVOL share and in the Policies folder look for a PolicyDefinitions folder. If one exists, paste the .admx file directly into the PolicyDefinitions folder. If this folder doesn’t exist in SYSVOL, instead copy the .admx file to C:\Windows\PolicyDefinitions. Overwrite any existing Receiver ADMX files.
  4. The GPO settings can then be found at one of the following:
    • Computer Configuration > Policies > Administrative Templates > Citrix Components > Citrix Workspace
    • Computer Configuration > Policies > Administrative Templates > Citrix Components > Citrix Receiver
  5. For example, you can disable Customer Experience Improvement Program (CEIP) from here.
  6. See https://www.carlstalhood.com/delivery-controller-cr-and-licensing/#ceip for additional places where CEIP is enabled.
  7. Workspace app 1905 and newer has a setting to Disable sending data to 3rd party (e.g., Google Analytics).
  8. Workspace app 1905 and newer let you disable embedded browser caching.
  9. Workspace app 1905 and newer have NetScaler LAN Proxy under Network routing > Proxy.
  10. Workspace app 1808 and newer have User authentication | Single Sign-on for NetScaler Gateway.
  11. Citrix Workspace Updates, (aka AutoUpdate) can be configured using group policy. See Configuring Citrix Workspace Updates at Citrix Docs.
  12. Workspace app 1912 and newer can be configured to require in-memory ICA files only. The setting called Secure ICA file session launch is under the Client Engine node. See Citrix Docs for details on in-memory ICA files instead of writing ICA files to disk.
  13. The DPI node has a setting called High DPI that lets you disable DPI matching, which is enabled by default in Workspace App 2206 and newer.

    • Workspace app 2210 and newer let you use the GUI to re-enable High DPI.
    • Native resolution means DPI matching, whereas Yes means force high DPI.
  14. Workspace app has settings to hide Advanced Preferences, enable/disable showing the DPI option, and enable/disable H265.
  15. Workspace app 4.8 and newer have SplitDevices GPO setting under Citrix Workspace | Remoting client devices | Generic USB Remoting. See Configuring composite USB device redirection at Citrix Docs.
  16. Workspace app 2212 and newer by default disable App Protection for the authentication screen and icons list. To enable them, configure User authentication | Manage App Protection and SelfService | Manage App Protection.

  17. Workspace app 2303 and newer have Anti-DLL Injection for App Protection. It is disabled by default. Enable it in a GPO at Citrix Components | Citrix Workspace | App Protection | Anti-DLL Injection. See Citrix Docs for details.
    App running

Pass-through Authentication

Citrix blog post – A Comprehensive Guide to Enabling Pass-Through Authentication with XenDesktop 7.5

  1. Run the command
    Set-BrokerSite -TrustRequestsSentToTheXmlServicePort $True from a Windows PowerShell command prompt on a Delivery Controller.

  2. Login to the PC as an administrator.
  3. If installing Workspace app, as an administrator, during installation, on the Enable Single Sign-on page, check the box next to Enable Single Sign-on. Then finish the installation.

  4. To verify that SSON is installed, go to C:\Program Files (x86)\Citrix\ICA Client and look for the file ssonsvr.exe.
  5. And if you open regedit and go to HKLM\SYSTEM\CurrentControlSet\Control\NetworkProvider\Order, you should see PnSson in the ProviderOrder.
  6. Install the receiver.admx (and .adml) template into PolicyDefinitions if you haven’t already.
  7. Edit a GPO that is applied to the client PCs where the Workspace app is installed.
  8. Go to Computer Configuration > Policies > Administrative Templates > Citrix Components > Citrix Workspace.
  9. Expand Citrix Workspace and click User authentication.
  10. On the right, double-click Local user name and password.
  11. Select Enabled and then check the box next to Allow pass-through authentication for all ICA connections. Click OK.
  12. In Workspace app 1808 and newer, you can enable Single Sign-on for NetScaler Gateway.
  13. Ensure that the internal StoreFront FQDN is in the Local Intranet zone in Internet Explorer. You can use a GPO to configure this on the client side.
  14. Local Intranet zone should have Automatic logon only in Intranet zone enabled.
  15. For Windows 11 24H2 and newer, make sure the GPO setting Enable MPR notifications for the System is enabled at Computer Configuration | Policies | Administrative Templates | Windows Components | Windows Logon Options. Make sure HKLM\Software\Microsoft\Windows\CurrentVersion\Policies\System\EnableMPRNotifications is set to 1 on the Workspace app machine.
  16. Logoff Windows and log back on. In Task Manager you should now see ssonsvr.exe. This won’t appear unless you logoff and log back on.
  17. If Workspace app won’t connect or is slow to enumerate icons, then you might have to disable Automatically detect settings in IE.
  18. Right-click the Workspace app icon and click Advanced Preferences.
  19. Click Configuration Checker.
  20. Check the box next to SSONChecker and click Run.
  21. The lines with red x will indicate the issue and corrective action.

StoreFront Accounts

You can use a client-side GPO to add a store (Account) to Workspace app Self-Service.

  1. Install the receiver.admx (and .adml) template into PolicyDefinitions if you haven’t already.
  2. Edit a GPO that applies to endpoint devices that have Citrix Workspace app installed.
  3. Go to Computer Configuration > Administrative Templates > Policies > Citrix Components > Citrix Workspace > StoreFront.
  4. On the right, double-click NetScaler Gateway URL/StoreFront Accounts List.
  5. Select Enabled, and then click Show.
  6. Enter a store path based on the example shown in the Help box. Workspace app lets you enter a Gateway path. Then click OK.
  7. Note: Gateway paths work in GPO, but might not work when specified in the CitrixWorkspaceApp.exe installation command line.

Published Shortcuts and Reconnect

Citrix CTX200924 How to Customize App Shortcuts with Receiver for Windows

Workspace app has a user interface for setting Shortcut Paths. Right-click the Workspace app systray icon, click Advanced Preferences, and then click Shortcuts and Reconnect, or Settings Option.


From Citrix Docs Configuring application delivery: There are several methods of controlling how Workspace app displays shortcuts on the Start Menu and Desktop as detailed below:

  • Workspace app Registry values
  • receiver.admx GPO Template
  • From StoreFront in C:\inetpub\wwwroot\Citrix\Roaming\web.config
  • Published App Keywords (e.g. prefer).
  • Workspace app and Receiver 4.2.100 and newer supports published app Delivery configuration for adding the shortcut to the desktop. This only works if the app is a Favorite, or if Favorites are disabled, or Mandatory Store.

Under HKLM\Software\Wow6432Node\Citrix\Dazzle (or HKCU\Software\Wow6432Node\Citrix\Dazzle) are several registry values related to shortcuts. Some of the settings only apply if SelfServiceMode is set to False. Here are some common options:

  • SelfServiceMode – set to False so Receiver disables the Self-Service interface and automatically places all published shortcuts on the Start Menu and/or Desktop. More details in Configuring application delivery at Citrix Docs.
  • PutShortcutsOnDesktop – set to True to place every app on the desktop
  • DesktopDir – Workspace app places every shortcut on the desktop so it’s probably best to place them in a folder.
  • StartMenuDir – If there is potentially a conflict between local apps and remote apps, then you should place the Start Menu shortcuts in a folder.
  • PreferTemplateDirectory (with KEYWORDS:prefer=shortcutname) – copies the shortcutname from the template directory to the Start Menu and/or Desktop.

If you import the receiver.admx (and .adml) into the PolicyDefinitions folder, under Computer Configuration > Administrative Templates > Citrix Components > Citrix Workspace (or Receiver) is a node called SelfService.

Disable the Manage SelfServiceMode setting to hide the Workspace app Window.

Enable the Manage App shortcut setting to control placement of shortcuts.

Workspace app and Receiver 4.2.100 and newer have the ability to configure (or disable) Workspace Control using group policy. Enable the setting Control when Citrix Workspace attempts to reconnect to existing sessions and configure it as desired.

Prelaunch

Staring with Receiver 4.2, prelaunch is automatically enabled if Workspace app is installed with SSON enabled. Otherwise, set registry values to enable prelaunch. Receiver 4.2.100 prevents the prelaunch icon from appearing on the Start Menu.

  • HKLM\Software\[Wow6432Node\]Citrix\Dazzle
    • EnablePreLaunch (REG_SZ) = true or false

Additional customizations can be configured at:

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\ICA Client\Prelaunch

  • Name: State
    • REG_SZ: 0 = disable, 1 = just-in-time pre-launch, 2 = scheduled pre-launch
  • Name: Schedule
    • REG_SZ: HH:MM|M:T:W:TH:F:S:SU where HH and MM are hours and minutes. M:T:W:TH:F:S:SU are the days of the week. For example, to enable scheduled pre-launch on Monday, Wednesday, and Friday at 1:45 p.m., set Schedule as Schedule=13:45|1:0:1:0:1:0:0 . The session actually launches between 1:15 p.m. and 1:45 p.m.
  • Name: UserOverride
    • REG_SZ: 0  = HKLM overrides HKCU, 1 = HKCU overrides HKLM

Device Access Behavior (Client Selective Trust)

When connecting to a XenApp/XenDesktop session, you might see the following:

To configure the default behavior, see the Citrix Knowledgebase article How to Configure Default Device Access Behavior of Receiver, XenDesktop and XenApp. Note: there is a bug fixed in Receiver 4.2.100 and newer.

  1. Download the ADMX file from http://support.citrix.com/article/CTX133565.
  2. Copy the .admx and .adml files to PolicyDefinitions (Sysvol, or C:\Windows).
  3. The .adml file goes in the en-US folder.
  4. Edit a GPO that applies to the endpoint devices that are running Receiver.
  5. Go to Computer Configuration | Policies | Administrative Templates | Citrix Components | Citrix Workspace (or Receiver) |  Citrix Client Selective Trust (x64).
  6. Enable the setting Create Client Selective Trust Keys.

  7. Then expand the regions, and configure the permission settings as desired.

Desktop Lock

As an alternative to Workspace app Desktop Lock, see Transformer in Citrix Workspace Environment Manager.

External links:

Use Studio to configure Workspace app Accounts in Published Desktop

In published desktops, Workspace app can be used for placement of shortcuts on the user’s Start Menu and Desktop. Use group policy to hide the common program groups and then use Workspace app to place published applications back on the Start Menu and Desktop based on user’s group membership and subscription preference.

  1. In Citrix Studio, on the left, expand the Configuration node, right-click StoreFront and click Add StoreFront.
  2. Enter a descriptive name for the StoreFront server.
  3. Enter the internal https URL of the load balanced StoreFront servers. Add the path to your store (e.g. /Citrix/Store) and then /discovery on the end of the URL. The full URL would be similar to https://citrix.corp.com/Citrix/Store/discovery. Click OK.
  4. Edit a Delivery Group that has a published desktop and Citrix Workspace app installed.
  5. On the StoreFront page, change the selection to Automatically, using the StoreFront servers selected below, and then check the box next to the StoreFront URL. Click OK. Now when users launch the published desktop, Workspace app will be automatically configured with this URL.

Published Desktop – use Workspace app to control Shortcuts

If you install Workspace app inside a published desktop (Workspace app on a VDA), then Workspace app can get icons from StoreFront and put those icons on the user’s published desktop Start Menu and Desktop. This is an alternative to using a User Experience Management product to control shortcut placement.

Note: Workspace app tends to be slow to create Start Menu shortcuts, so make sure you perform a Proof of Concept to determine how this functionality impacts logon times.

Configuration of Workspace app inside a published desktop is simplified if you have the following minimum versions:

  • Workspace app installed inside the VDA
  • VDA 7.17 or newer
  • StoreFront 3.14 or newer

If you meet these minimum version requirements, then Workspace app installed in the VDA automatically tries to launch published applications on the same local VDA rather than trying to launch them from a different VDA (aka double-hop). This feature is called vPrefer.

Do the following for all versions of Workspace app, VDA, and StoreFront, whether using the Prefer keyword or not:

  1. Make sure Workspace app or Receiver version 4.11 or newer is installed on the VDA.
  2. Install the Workspace app ADMX files if you haven’t already. For vPrefer, make sure they are the ADMX files from Workspace app.
  3. Enable the Group Policy setting Remove common program groups from Start Menu and apply it to non-administrators.
    • This removes all Public (aka All Users) Start Menu shortcuts. Workspace app will re-add the shortcuts based on user group membership.
  4. On the VDA, configure the following Workspace app Registry keys (or corresponding settings in the receiver.admx GPO template):
    • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Dazzle\WSCReconnectMode=”0″ so Workspace app doesn’t try to reconnect to the published desktop you’re already running.
    • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Dazzle\SelfServiceMode to False. This turns off the Workspace app Self-Service GUI and acts like all icons are subscribed. Otherwise, only subscribed (favorited) icons would be placed on the Start Menu and Desktop.
    • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Dazzle\UseCategoryAsStartMenuPath = True. This creates a Start Menu folder based on the published app’s configured Category.
  5. Configure each desired published app to Add shortcut to user’s desktop.

    • Or, configure HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Dazzle\PutShortcutsOnDesktop = True to place all icons on the desktop.
  6. To control icon placement, configure the following registry values:
    • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Dazzle\StartMenuDir to place published applications in a sub-folder. Note: Windows Server 2012 and Windows 10 and newer only supports a single level of Start Menu folders, so setting this effectively turns off published app categories.
    • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Dazzle\DesktopDir to place published applications in a sub-folder on the desktop.
  7. Pass-through authentication:
    1. In a GPO that applies to the VDA, import the receiver.admx file, and set Local user name and password to Enabled. Check the box next to Allow pass-through authentication for all ICA connections.
    2. If you’re using Gateway internally, and if Workspace app 1808 or newer, then also enable Single Sign-on for NetScaler Gateway.
    3. In a user-level GPO that applies to the VDA, add the StoreFront FQDN to the Local Intranet zone. Make sure it is not in the Trusted Sites zone, or enable Automatic logon with current user name and password for the Trusted Sites zone.
    4. Make sure ssonsvr.exe is running after you login to the VDA. If not, troubleshoot it.
  8. When configuring Citrix Profile Management, make sure !ctx_startmenu! is not excluded from roaming.
  9. In Citrix Studio, configure a Delivery Group with delivery type = Desktop and Applications. Assign users to the delivery group, and the individual published applications (if visibility is limited).
    1. In Citrix Studio, edit each published application, and on the Delivery tab, specify a category. This will become the Start Menu folder name.
    2. If Workspace app Self Service Mode (GUI) is enabled, in Studio, edit each application, and add KEYWORDS:Auto and/or KEYWORDS:Mandatory to the published application description. This forces the applications to be subscribed/favorited. Only subscribed (or Favorite) apps are displayed in the Start Menu and Desktop. Unless you disable Workspace app’s SelfService interface as described earlier.
    3. Another option is to go to the StoreFront Console, click Stores on the left, and on the right, click Configure Store Settings, and click Disable User Subscriptions. This causes all apps to appear on the Start Menu and/or Desktop depending on Workspace app configuration.
  10. Create a group policy that applies to VDAs, and configure the group policy to define the Store URL for Workspace app similar to https://citrix.corp.com/Citrix/Store/discovery. Replace the FQDN with your load balanced StoreFront FQDN. Also replace the path to the store with your store path. Make sure there is /discovery on the end. By default, Workspace app and Receiver only support https.
    1. Your StoreFront store probably delivers both application and desktop icons. If you want to filter out the desktop icons, then create a new StoreFront store, and configure the Workspace app on the VDA to connect to the new Store.
    2. In StoreFront Console, click the store for VDAs, and click Configure Store Settings. On the Advanced Settings page, in the Filter resources by type row, choose Citrix.MPS.Desktop.
  11. For vPrefer in Workspace app, VDA 7.17 (or newer), and StoreFront 3.14 (or newer), edit a GPO that applies to the VDAs.
    1. Go to Computer Configuration | Policies | Administrative Templates | Citrix Components | Citrix Workspace (or Receiver) | SelfService.
    2. Edit the setting vPrefer. This setting is only in Workspace app ADMX templates from Workspace app.
    3. Set it to Allow all apps. Source = 7.17 vPrefer – not working with 32Bit Apps at Citrix Discussions.
  12. On your Delivery Controller, in PowerShell, run set-brokersite -TrustRequestsSentToTheXmlServicePort $true
    • This is required for Pass-through Authentication from Workspace app.
  13. Configure your client devices to connect to the published desktop.
    1. When users connect to the published desktop, Workspace app will auto-launch and hopefully auto-login.
    2. If Workspace app Self-Service Mode is disabled, all published applications should automatically appear in the Start Menu and Desktop.
    3. If Workspace app Self-Service Mode is enabled, then only applications with KEYWORDS:Auto and/or KEYWORDS:Mandatory in the published application description will be displayed. Users can open the systray icon to subscribe to more applications.
    4. Users can copy icons from the Start Menu to the desktop. Make sure the user Copies the icon and doesn’t Move it.
    5. Users can then launch applications directly from the Start Menu, from the Desktop, or from the Workspace app (if the Self-Service interface is enabled).
    6. If Workspace app 4.11 (or newer), VDA 7.17 (or newer), and StoreFront 3.14 (or newer), then vPrefer is enabled by default. When launching an app icon that came from Workspace app, Workspace app checks the local VDA machine to see if the application can be launched on the local VDA instead of by creating a new Citrix double-hop session.
    7. If the application is installed locally on the VDA then the local application shortcut should launch quickly. If the application is on a different delivery group then a second (double-hop) Citrix HDX/ICA connection will be established.
    8. If the user deletes Workspace app shortcuts from the Start Menu, you can get them back by going to the systray icon and refreshing the applications. Or sometimes you have to reset Workspace app.

If you are running components older than Receiver 4.11, VDA 7.17, and StoreFront 3.14, then you’ll need to configure the prefer keyword to get Receiver delivered icons to launch on the local VDA instead of in a new double-hop Citrix connection.

  1. Enable the Group Policy setting Remove common program groups from Start Menu and apply it to non-administrators.
    1. For applications that are installed on the same VDA that is publishing the desktop, configure Group Policy Preferences to recreate the application shortcuts based on Active Directory group membership. Applications on other delivery groups are handled by Receiver.
    2. Or use the prefer keyword to copy shortcuts from the PreferTemplateDirectory.
  2. On the VDA, configure the following Receiver Registry keys (or corresponding settings in the receiver.admx GPO template):
    • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Dazzle\PreferTemplateDirectory = a UNC path or local path containing shortcuts to be copied by the prefer keyword. This can point to C:\ProgramData\Microsoft\Windows\Start Menu.
  3. In Citrix Studio, configure a Delivery Group with delivery type = Desktop and Applications. Assign users to the Delivery Group and the applications (if visibility is limited).
    1. In Studio, edit each application and change KEYWORDS:Prefer to KEYWORDS:prefer. Notice the lower case p. It doesn’t work with uppercase P.
      • With the prefer keyword, if you publish an application that is also created using Group Policy Preferences, the Group Policy Preferences icon will take precedence. This is good. Otherwise the Receiver published application icon would result in a new Citrix double-hop session.
      • See Ralph Jansen Citrix Receiver 4.1 Prefer keyword examples
    2. If using the prefer keyword with the PreferTemplateDirectory, enter it as KEYWORDS:prefer=shortcutname where shortcutname is the name of the shortcut that is copied from the Template directory.
  4. Configure your client devices to connect to the published desktop.
    1. When users connect to the published desktop, Group Policy Preferences will create shortcuts to local applications.
    2. Receiver will auto-launch and hopefully auto-login.
    3. If Receiver Self-Service Mode is disabled, all published applications should automatically appear in the Start Menu and Desktop.
    4. If Receiver Self-Service Mode is enabled then only applications with KEYWORDS:Auto and/or KEYWORDS:Mandatory in the published application description will be displayed. Users can open the systray icon to subscribe to more applications.
    5. For published applications with KEYWORDS:prefer=shortcutname, Receiver should copy icons from the template directory to the Start Menu and/or Desktop. See below for considerations.
    6. Users can copy icons from the Start Menu to the desktop. Make sure the user Copies the icon and doesn’t Move it.
    7. Users can then launch applications directly from the Start Menu, from the Desktop, or from the Receiver (if Self-Service interface is enabled).
    8. If a local shortcut (e.g. Group Policy Preferences shortcut, or copied from template directory) matches a published application with KEYWORDS:prefer then the local shortcut will override the published application icon.
    9. If the application is installed locally on the VDA then the local application shortcut should launch quickly. If the application is on a different delivery group then a second (double-hop) Citrix HDX/ICA connection will be established.
    10. If the user deletes Receiver shortcuts from the Start Menu, you can get them back by going to the systray icon and refreshing the applications. Or sometimes you have to reset Receiver.

Notes regarding Prefer Template Directory

  • Prefer Template Directory can point to C:\ProgramData\Microsoft\Windows\Start Menu, which is the All Users Start Menu.
  • The shortcuts copied from the Prefer Template Directory are renamed to match the published app name.
  • For prefer local apps, any command line parameters specified in the published app are ignored. If you need these command line parameters, add them to the shortcut in the Prefer Template Directory.
  • If you have multiple published apps pointing to the same prefer local shortcut, then only one copy will be made, and it will have the name of only one of the published apps. To workaround this, in the Prefer Template Directory, create separate shortcuts for each published app, and adjust the published app prefer keyword accordingly.
  • Jan Hendrik Meier Automatic Shortcut generation for local installed applications in a Citrix XenDesktop / XenApp 7.x environment has a script that can create shortcuts based on the published apps with prefer keyword. These shortcuts can then be copied to your Prefer Template Directory.

How to Script/Automate Workspace app and Receiver Self-Service

From Citrix Knowledgebase article Driving the Citrix Receiver Self-Service Plug-in Programmatically: by default, Workspace app Self-Service (SSP) activities are driven by user interaction. However, SSP exposes sufficient information for its activities to be scripted.

When SSP builds a shortcut, it builds it to a small stub application in a file %appdata%\Citrix\SelfService\app-name-with-spaces-removed.exe for each resource. These files allow SSP to create a fake ‘install’ record for Add/Remove Software. Running these .exe files causes the application to launch. Note: Workspace app and Receiver 4.3.100 and newer don’t create stubs by default. To enable, set HKLM\Software\Wow6432Node\Citrix\Dazzle\AlwaysUseStubs (REG_SZ) = true.

If you want to drive SSP directly for launch instead of through an .exe stub, look at the keys under HKCU\Software\Microsoft\Windows\CurrentVersion\Uninstall. There will be keys in there named farm-name@@server-farm-name.app-friendly-name. In these keys you’ll find a LaunchString value that shows the relevant parameters. These parameters are user-independent and can therefore be cloned from a reference user to a general case. You can copy and reuse these parameters without interpretation.

Running the command selfservice.exe –init –ipoll –exit starts SSP, performs a refresh (interactive poll) from the current provider, and forces a clean exit.

Additional command line parameters are detailed at Driving the Citrix Receiver Self-Service Plug-in Programmatically.

 

Citrix Workspace app come with a .dll file that implements the Citrix Common Connection Manager SDK. You can use the CCM SDK to do the following:

  • Launch Sessions
  • Disconnect Sessions
  • Logoff Sessions
  • Get Session Information

Citrix was kind enough to develop a PowerShell module that calls functions from the .dll. Get the CCMPowershellModule from Github. The PowerShell module contains functions like the following:

  • CCMTerminateApplication
  • CCMLaunchApplication
  • CCMGetActiveSessionCount
  • CCMDisconnectAllSessions

Launcher Scripts

Ryan C Butler Storefront ICA file creator at Github. See Create an ICA File from Storefront using PowerShell or JavaScript for more info.

Stan Czerno – Powershell Script to launch one or more Published Applications from Citrix Storefront 2.x through 3.11: the script launches a browser, connects to StoreFront (or NetScaler Gateway), logs in, and launches an icon. This is a very well-written script that uses a .dll file from Citrix Workspace app to display session information.

Citrix Solutions Lab StoreFront Launcher Script at Github. It attempts to closely resemble what an actual user would do by:

  1. Opening Internet Explorer.
  2. Navigating directly to the Receiver for Web site or NetScaler Gateway portal.
  3. Completing the fields.
  4. Logging in.
  5. Clicking on the resource.
  6. Logging off the StoreFront site.

David Ott StoreFront App/Desktop Launch Testing Script uses Internet Explorer to login to StoreFront and launch a resource. Sends email with the result. Uses wficalib.dll to get session information.

Microsoft Teams

Citrix and Microsoft jointly support the delivery of Microsoft Teams from Citrix Virtual Apps and Desktops using optimization for Microsoft Teams. The Teams optimization components are built into VDA and Workspace app. There is no need to install anything separately. The feature is based on Browser Content Redirection so don’t exclude that feature when installing the VDA.

Microsoft Teams optimization/offloading requires the following:

  • Newest version of Microsoft Teams machine-wide installation (ALLUSER=1)
  • Newest version of Citrix VDA
  • Newest version of Citrix Workspace app.

Feature matrix and version support at Citrix Docs shows the required versions of Teams, Citrix VDA, and Citrix Workspace app for various Teams features.

See Citrix Docs Optimization for Microsoft Teams.

Skype for Business

Citrix has a HDX RealTime Optimization Pack for Workspace app that enables offloading of Skype for Business media protocols to the client device. Here are the available versions:

The HDX RealTime Optimization Pack comes in two pieces: the Connector (on the VDA), and the Media Engine (on the Workspace app machine). Usually both pieces must be the same version, but versions 2.3 and higher now allow version mixing.

24-page Citrix PDF Delivering Microsoft Skype for Business to XenApp and XenDesktop Users.

For Skype for Business Location Based Routing, you’ll need the following: (Source = Citrix Derek Thorslund at Location based routing at Citrix Discussions)

  • Microsoft added support for Location Based Routing (LBR) with the virtualized Skype for Business 2016 client (and HDX RTOP 2.1 and above) in the Click-to-Run (C2R) download quite a long time ago, but it hasn’t yet been introduced in the MSI package.
  • It requires setting IsLBRInVDIEnabled on the Skype for Business Server to True: 
    $x = New-CsClientPolicyEntry -Name "IsLBRInVDIEnabled" -Value "true"
Set-CsClientPolicy -Identity "<ClientPolicyName>” -PolicyEntry @{Add=$x}

When offloading voice and video to Workspace app machines, don’t forget to configure QoS on the client machines. See Citrix Blog Post Implementing the Citrix HDX RealTime Optimization Pack: Don’t Forget About QoS/DSCP.

Citrix CTX222459 RealTime Optimization Pack Capability Checker: It will list out endpoint hardware/software information which will be used to process audio and video. The tool is independent of RealTime Optimization Pack version and runs any Windows machine.

Citrix CTX214237 LOPper – Lync Optimization Pack Log Parser: parses log files generated by Citrix HDX RealTime Optimization Pack (HROP) when an audio/video call is made using Lync 2013/Skype for Business (SfB) and shows relevant information in a UI.

Troubleshooting – Citrix QuickLaunch

Citrix CTX219718 QuickLaunch Tool (Testing Application and Desktop Launch) lets you launch Citrix sessions directly from a Controller without needing StoreFront.

You enter a Controller address, credentials, and then it shows you the published resources. You can pick a resource, edit properties on the other tabs, and then Connect. This allows you to easily try different connection properties.

If you run into problems launching a session, use Sysinternals DebugView while running CQL in Debug mode (/debug switch).

Troubleshooting – Workspace app Logging

In Workspace app 2309 and newer, if you right-click the Workspace app icon in the system tray, there’s a Troubleshooting menu with a Collect Logs option.

You can also access Log Collection from Advanced Preferences.

There are a couple methods of logging Workspace app for Windows operations. One method is CTX141751 Citrix Receiver Diagnostics Tool – For Windows, which creates a CDF trace that can be parsed by CDFControl.

Another method is CTX132883 How to Enable Logging on Receiver for Windows Using Registry Entries. The logfiles in %USERPROFILE%\Appdata\Local\Citrix\ are human readable. And CTX206102 Enable SSON Logging Using Registry Key.

Instead of creating the registry keys manually, you can use the following .reg file provided by Wolfgang Thürr:

Windows Registry Editor Version 5.00

;only for x64 windows os
;import with admin rights
;restart your computer to activate the logging and tracing settings
;create C:\TEMP for the launch ICA log and SSON logn (no environment variables can be used)

;general Workspace app and Receiver logging
;************************
;logpath: %USERPROFILE%\Appdata\Local\Citrix\Receiver
[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix]
"ReceiverVerboseTracingEnabled"=dword:00000001

;Authentication Manager logging
;******************************
;logpath: %USERPROFILE%\Appdata\Local\Citrix\AuthManager
[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\AuthManager]
"LoggingMode"="verbose"
"TracingEnabled"="True"
"SDKTracingEnabled"="True"

;Self Service logging
;********************
;logpath: %USERPROFILE%\Appdata\Local\Citrix\SelfService
[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Dazzle]
"Tracing"="True"
"AuxTracing"="True"
"DefaultTracingConfiguration"="global all –detail"

;save launch ICA
;***************
;logpath: C:\TEMP\ica.log (no environemnt variables allowed)
[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\ICA Client\Engine\Configuration\Advanced\Modules\Logging]
"LogConfigurationAccess"="true"
"LogConnectionAuthorisation"="true"
"LogEvidence"="true"
"LogICAFile"="true"
"LogFile"="C:\\TEMP\\ica.log"
"LogStartup"="true"

;Receiver Always On Tracing
;**************************
;generates ETL Files for analyzing with CDFControl see CTX111961 for details
;can be configured or overruled by GPOs (icaclient.admx)
;path %USERPROFILE%\AppData\Local\Temp\CTXReceiverLogs
[HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Citrix\ICA Client\AoLog]
"EnableTracing"=dword:00000001

;Single Sign-on Logging
;**************************
;https://support.citrix.com/article/CTX206102
[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Citrix\Install\SSON]
"DebugEnabled"="true"
"LogPath"="C:\\Temp"

Troubleshooting – Duplicate Stores

Stores are sometimes duplicated in Workspace app, especially if you are running Workspace app inside a VDA. (h/t Dan High)

StoreFront URLs can be defined in several places:

  1. In Studio, go to Configuration > StoreFront and delete all URLs configured here.
  2. Look in GPOs for Computer Configuration > Administrative Templates > Policies > Citrix Components > Citrix Workspace > StoreFront > NetScaler Gateway URL/StoreFront Accounts List. Remove any URLs configured here.
  3. In the client-side registry, at HKLM\Software\Wow6432Node\Citrix\Dazzle\Sites, you might see store addresses that were specified during a command line installation of Workspace app.
  4. When Citrix Workspace app switches between StoreFront servers in multiple datacenters, it’s possible for each datacenter to be treated as a separate Workspace app site. This can be prevented by doing the following. From Juan Zevallos at Citrix Discussions:
    1. Match the Base URL in all datacenters.
    2. Match the SRID in all datacenters – The SRID can be safely edited in the C:\inetpub\wwwroot\Citrix\Roaming\web.config. Make sure to propagate changes to other servers in the group.
    3. Match the Delivery Controller names under “Manage Delivery Controllers” – The XML brokers can be different, but the actual name of the Delivery Controller/Farm must be identical.

If you are running Workspace app on a VDA, once you’ve removed the configured URLs shown above, do the following to clean up the VDAs:

  1. On the VDA, HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Citrix – Delete the number folders representing policy entries.
  2. On session host VDAs, HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Windows NT\CurrentVersion\Terminal Server\Install\Software\Citrix – Remove the entries for storefront in the following folders.
    1. Under \receiver\ctxaccount delete all entries.
    2. Under \SR\Store delete the entries.
  3. On the VDA, C:\ProgramData\CitrixCseCache – Delete all files
  4. On the VDA, C:\ProgramData\Citrix\GroupPolicy – Delete all folders and files.
  5. Run gpupdate and logoff.
  6. In the user’s registry, HKEY_CURRENT_USER or the profile registry hive. Possible profile reset.
    1. Under Software\Citrix\Dazzle\Sites – Delete all entries.
    2. Under Software\Citrix\Receiver\ctxaccount – delete all entries.
    3. Under Software\Citrix\SR\Store – delete the entries.
  7. Verify no cached profile folders for user on server.