Category: XenApp/XenDesktop 7.7

Workspace Environment Management (WEM) 2407

Last Modified: Aug 4, 2024 @ 10:37 am

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This post covers Citrix Workspace Environment Management (WEM) versions 2407 and older.

💡 = Recently Updated

Change Log

Overview

Workspace Environment Management (WEM) is Citrix’s Performance Management and UEM (User Environment Management) tool for all XenApp/XenDesktop Enterprise or Platinum Customers with active Software Maintenance (Subscription Advantage is not sufficient). The WEM Agent is supported on XenApp 6.5, and XenApp/XenDesktop 7.x. Videos:

Note: WEM does not replace Citrix Profile Management. You usually implement both.

Citrix Blog Post User Experience on Steroids: Citrix Workspace Environment Management has a list of Frequently Asked Questions about WEM, including a drawing of the architecture.

From Hal Lange at Database sizing at Citrix Discussions: SQL Always On is fully supported.  In WEM 1909 and older, the ONE caveat is to remove from the Always On Availability Group before upgrading.

Here are the official calculations from the Norskale days on space needed on the SQL Server:

  • Reserve 1GB of RAM per 1,000 users deployed
  • RAM=1.5GB system + (1.5GB SQL + 1 GB per 1,000 users) for that SQL instance
  • Disk = 1GB per 10,000 users per year + 10 MB per WEM site configured

Upgrade WEM

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

From Upgrade a deployment at Citrix Docs: In-place upgrades from versions earlier than Workspace Environment Management 4.7 to version 1808 or later are not supported. To upgrade from any of those earlier versions, you need to upgrade to version 4.7 first and then upgrade to the target version.

If you want to upgrade a WEM deployment earlier than 2006 to 2209 or later: To avoid database upgrade failures, upgrade to 2103 first and then to 2209 or later.

CTA Marco Hofmann at CUGC: How-To: Update Citrix Workspace Environment Management (WEM) from 4.x to 4.7 (v4.07.00.00)

To upgrade Citrix WEM:

  1. In-place upgrade the Citrix Licensing Server. No special instructions.
    • Ensure the installed licenses a non-expired Subscription Advantage date.
  2. Before you upgrade, run WEM Infrastructure Service Configuration Utility and record all settings.
  3. In-place upgrade the WEM Server. No special instructions.
  4. Use the Database Maintenance tool to upgrade the WEM database.
    • In WEM 1909 and older, before upgrading the database that’s in a SQL Server Always On availability group, you must remove it from the availability group. This is no longer required in WEM 1912 and newer.
  5. You might have to run the WEM Infrastructure Service Configuration Utility on each WEM Server to point to the upgraded database. If the settings are still there, then just click Save Configuration.
  6. In-place upgrade the WEM Console. No special instructions.
  7. In-place upgrade the WEM Agents.

Install/Upgrade WEM Server (Infrastructure Service)

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

The WEM Infrastructure Service can be installed on one or more servers, but Citrix says don’t install it on Delivery Controllers. The WEM Agent cannot be installed on the Infrastructure Service server.

A WEM Server with 4 vCPU and 8 GB RAM can support up to 3,000 users.

  1. Port 8288 – WEM 1912 and newer have a new port 8288 for WEM Agent Cache Synchronization. You’ll need to add this port to your load balancer and open it in your firewall.
    • Port 8285 is still available for WEM Agents 2012 and older connecting to newer WEM Servers.
    • Old port removed – The Cache synchronization port (8285) was removed from WEM Server 2103 and newer, so make sure your existing agents are a version that supports the newer Cached data synchronization port. WEM Agent 1912 and newer should be sufficient.
    • If your existing WEM Agents don’t support the new port number, then upgrade your WEM Server to version 2012 (or version 1912), upgrade your WEM Agents to the corresponding version, and then upgrade the WEM Server to a newer version.
  2. Download Workspace Environment Management 2407 and extract it.
  3. If you are upgrading, run WEM Infrastructure Service Configuration Utility and record all settings. These settings might be wiped out during the upgrade.
  4. Licenses – make sure your installed CVAD licenses have a CSS date that is later than the date required by your WEM version. The required CSS date is shown at the top of the WEM download page.
  5. Run the downloaded Citrix Workspace Environment Management Infrastructure Services Setup.exe from the 2407-01-100-01 folder.
  6. Check the box next to I agree to the license terms and click Install.
  7. In the Welcome to the Citrix Workspace Environment Management Infrastructure Services Setup Wizard page, click Next.  
  8. In the Destination Folder page, click Next.
  9. In the Ready to install Citrix Workspace Environment Management Infrastructure Services page, click Install.
  10. In the Completed the Citrix Workspace Environment Management Infrastructure Services Setup Wizard page, click Finish.
  11. Click Launch Database Management Utility.
  12. Antivirus – C:\Program Files (x86)\Citrix\Workspace Environment Management Infrastructure Services and C:\Program Files (x86)\Norskale\Norskale Infrastructure Services must be excluded from Antivirus scanning. Or exclude: Norskale Broker Service.exe; Norskale Broker Service Configuration Utility.exe; Norskale Database Management Utility.exe.
  13. If you are upgrading, then make sure your WEM Service Account has Full control permissions on the DBSync folder at C:\Program Files (x86)\Norskale\Norskale Infrastructure Services\DBSync. For new installs, WEM should set this permission correctly once the Infrastructure Services are configured. Note: this folder seems to be missing in newer versions of WEM.
  14. Firewall – Ensure firewall allows the following ports to/from the WEM Infrastructure Service servers. See Citrix Tech Zone Communication Ports Used by Citrix Technologies.
    • Agent Port – defaults to TCP 8286 – from WEM Agent to WEM Infrastructure Service
    • AgentSyncPort – defaults to TCP 8285 – from WEM Agent to WEM Infrastructure Service
    • Cached data synchronization port – defaults to TCP 8288 – from WEM Agent 1912 and newer to WEM Infrastructure Service
    • AdminPort – defaults to TCP 8284 – from WEM Admin Console to WEM Infrastructure Service
    • Monitoring Port – defaults to TCP 8287 – from Director to WEM Infrastructure Service
    • AgentPort – defaults to TCP 49752 – from WEM Infrastructure Service to WEM Agent

Upgrade WEM Database

Workspace Environment Management has PowerShell commands. For details, see Citrix Workspace Environment Management SDK at Citrix Developer docs.

To upgrade the Workspace Environment Management database using the GUI tool:

  1. If this is a new install, skip to Create WEM Database.
  2. The person running Database Management must be a sysadmin on the SQL Server. Or you can enter a SQL login.
  3. On the WEM server, run Database Management from the Start Menu.
  4. If upgrading, in the ribbon, click Upgrade Database.
  5. In WEM 1906 and newer, the fields might already be filled in. Otherwise:
    1. Enter the SQL Server Name.
    2. Enter the existing WEM Database Name.
    3. Configure the credentials for the WEM service account.
  6. If your account is not a sysadmin on SQL, then enter a SQL account in the Database Credentials fields.
  7. Click Upgrade.
  8. Click Yes when asked to proceed.
  9. Click OK when prompted that database upgraded successfully.
  10. Click Finish to close the Database Upgrade Wizard.
  11. Close the WEM Database Management Utility.
  12. Open services.msc and restart the Citrix WEM Infrastructure Service or restart Norskale Infrastructure Service.

After the database is upgraded, run the WEM Infrastructure Service Configuration Utility.

  1. If the upgrade preserved the settings, then simply click Save Configuration. The service won’t start unless you do this.
  2. In WEM older than version 1906, you might have to re-configure the settings.
    1. On the Licensing tab, configure the licensing server.
    2. On the Database Maintenance tab, consider checking Enable Scheduled Database Maintenance.
    3. On the Advanced Settings tab:
      1. Enter the Infrastructure service account credentials.
      2. Enter the vuemUser SQL user account password.
      3. In WEM 1909 and newer, check the box next to Enable performance tuning and set both of the Minimum threads boxes to the number of concurrent WEM Agents that will be connected to this one WEM server. Maximum value is 3000.
      4. Make a choice regarding Google Analytics.
    4. The Advanced Settings tab will look something like this.
    5. On the Database Settings tab, enter the database server name and database name.
    6. In the ribbon, click Save Configuration.
  3. Click Yes to restart the Broker Service.
  4. Skip ahead to upgrade the WEM Administration Console.

Create WEM Database

Workspace Environment Management has PowerShell commands. For details, see Citrix Workspace Environment Management SDK at Citrix Developer docs.

To create the database using the GUI tool:

  1. The person running Database Management must be a sysadmin on the SQL Server. Or you can enter a SQL login.
  2. Make sure SQL Server authentication (mixed mode) is enabled on the SQL server > Properties > Security. Even though the WEM Infrastructure Service server runs as an AD account that is used login to SQL, WEM Infrastructure Service also uses a SQL account named vuemUser, which means mixed mode must be enabled. Source = John Long at WEM new install, cannot connect to infrastructure server at Citrix Discussions.

  3. On the WEM server, run WEM Database Management Utility from the Start Menu.
  4. If a new install, in the ribbon, click Create Database.
  5. In the Create database Wizard page, click Next.
  6. In the Database Information page, enter the SQL server name, and enter a new Database Name.
    1. Only enter an instance name if you have a named SQL instance.
    2. Only enter a port number if your SQL instance is listening on a static port number other than 1433.
    3. From Måns Hurtigh at Problem creating WEM 4.3 Database on SQL Server 2012 at Citrix Discussions: The database name cannot contain a dash.
  7. The paths might not be correct so double check them. Then click Next.
  8. In the Database Server Credentials page, if your account has sysadmin permissions, then leave the box checked. Otherwise, uncheck the box, and enter a SQL login that has sysadmin permissions. Click Next.
  9. In the VUEM Administrators section, click Browse, and select your Citrix Admins group.
  10. In the Database Security page, if you intend to load balance multiple WEM servers, then specify a Windows service account for database access. The WEM  Infrastructure Service will run as this account. See the load balancing topic at Install the Citrix Workspace Environment Management Infrastructure Services at Citrix Docs.
  11. The Database Creation Wizard also creates a SQL account called vuemUser with an 8 character alphanumeric password. If you want it more complex, check the box and specify the password.
    • Note: if you intend to implement AlwaysOn Availability Group, then you must specify this password, since you’ll be asked for it again when adding the database to the Availability Group. Also see SQL Server Always On at Citrix Docs.

  12. Click Next.
  13. In the Database Information Summary page, click Create Database.
  14. Click OK when prompted that the database was created successfully.
  15. Click Finish to close the Database Creation Wizard.
  16. Close the WEM Database Management Utility.
  17. There is a log file at “C:\Program Files (x86)\Citrix\Workspace Environment Management Infrastructure Services\Citrix WEM Database Management Utility Debug Log.log” or at “C:\Program Files (x86)\Norskale\Norskale Infrastructure Services\Citrix WEM Database Management Utility Debug Log.log”

WEM Infrastructure Services Configuration

  1. On the WEM Server, run WEM Infrastructure Service Configuration Utility from the Start Menu.
  2. On the Database Settings tab, enter the SQL Server name and database name.
  3. Switch to the Advanced Settings tab.
  4. If you intend to load balance WEM Servers, then Browse to a service account. This service account must have access to the database.

    • The service account must be in the local Administrators group on the WEM servers.
  5. Enter the vuemUser SQL user account password.
  6. In WEM 1909 and newer, check the box next to Enable performance tuning and set both of the Minimum threads boxes to the number of concurrent WEM Agents that will be connected to this one WEM server. Maximum value is 3000.
  7. Make a choice regarding Google Analytics.
  8. The Advanced Settings tab will look something like this.
  9. On the Database Maintenance tab, consider checking Enable Scheduled Database Maintenance.
  10. On the Licensing tab, you can enter a Citrix License Server 11.14.0.1 or newer that has valid licenses. Or you can enter the license server later in the admin console.
  11. Click Save Configuration in the ribbon.
  12. Click Yes when asked to restart the Broker Service.
  13. Close the WEM Infrastructure Service Configuration utility.
  14. If you are load balancing WEM servers, then you must also create a Kerberos SPN, where [accountname] is the service account you are using for the Norskale service.
    setspn -U -S Norskale/BrokerService [accountname]

Install/Upgrade WEM Console

  1. Run Citrix Workspace Environment Management Console Setup.exe from the downloaded WEM 2407 (aka 2407-01-100-01) installation files.
  2. Check the box next to I agree to the license terms and click Install.
  3. In the Welcome to the Citrix Workspace Environment Management Console Setup Wizard page, click Next.
  4. In the Destination Folder page, click Next.
  5. In the Ready to install Citrix Workspace Environment Management Console page, click Install.
  6. In the Completed the Citrix Workspace Environment Management Console Setup Wizard page, click Finish.
  7. Click Close.

Install/Upgrade WEM Web Console

Install or upgrade the WEM Web Console on the WEM Server. The WEM Web Console can use port 443 if nothing else is using that port.

  1. In the extracted WEM 2407 folder, right-click Citrix Workspace Environment Management Web Console.exe and click Run as administrator.
  2. Check the box next to I agree to the license terms and click Install.
  3. In the Welcome to the Citrix Workspace Environment Management Web Console Setup Wizard page, click Next.
  4. In the Destination Folder page, click Next.
  5. In the Ready to install the Citrix Workspace Environment Management Web Console Setup Wizard page, click Install.
  6. In the Completed the Citrix Workspace Environment Management Web Console Setup Wizard page, click Finish.
  7. Click Launch Web Console Configuration. This might not work if you didn’t run the installer elevated.

Web Console Configuration

  1. Create a file share for WEM and grant Modify permission to a service account.
  2. Create a service account and add it to WEM Console > Administration > Administrators as Global Admin with Full Access and not Disabled.
  3. Install a certificate in the Local Computer store (certlm.msc).
  4. From the Start Menu, right-click WEM Web Console Configuration, expand More, and click Run as administrator.
  5. Click Next.
  6. The Port number cannot conflict with other services already using the port, including IIS.
  7. The Infrastructure server name can be localhost if you installed the Web Console on the WEM Infrastructure Server.
  8. User name must be Global Admin inside WEM.
  9. Click Start service.
  10. Click Configure certificate.
  11. Browse to the local cert and then click Set up certificate.

  12. Click Finish.

  13. Launch the Web Console and login. 
  14. Click your name on the top-right and click Storage folder.
  15. Enter the UNC path to the file share for WEM.
  16. Check the box next to Require credentials and enter the service account. Click Done.

WEM Configuration Sets

Each WEM Agent belongs to one Configuration Set. Most actions in a Configuration Set can be filtered, but some settings are global to the Set. To handle global settings, you can create multiple Configuration Sets that apply to different WEM Agents.

In WEM Web Console (2308 and newer):

  1. On the left, click Configuration Sets.
  2. On the right, click Add configuration set.
  3. Give the set a name and click Save.

  4. Click a Configuration Set to create Actions and configure other settings.
  5. Use the drop-down menu on the top-left to switch to a different Configuration Set.
  6. Directory Objects lets you add individual computers or computer Organizational Units (OUs) and assign them to Configuration Sets.

  7. Back in the list of Configuration Sets, on the right, you can click Backup and Restore.
  8. Click Backup to perform a manual backup. Or click Manage automatic backup. The backups are stored in the SMB file share. In WEM 2407 and newer, automatic backups can keep up to 25 backups.

  9. Notice the Directory objects are not included in the backups.
  10. After you have a backup, you can Restore it to any Configuration Set. This is an easy way of copying one Set to another.

In WEM Classic Console:

  1. From the Start Menu, run WEM Administration Console.
  2. In the ribbon, click Connect.
  3. In the Infrastructure Server Connection window, enter the WEM Server name, and click Connect.
  4. Some WEM Console settings are global (every agent gets the same setting). So if you want different global settings for different agents, then you create multiple WEM Configuration sets. At the top of the window, in the ribbon, you can create a new WEM Configuration set. 
  5. WEM 1912 and newer can Backup and Restore entire Configuration Sets, which makes it easy to duplicate a Configuration Set.

    • When Restoring a Configuration Set, there’s no need to create a new empty Set. Just run the Restore wizard and WEM will try to use the original Configuration Set name. If the original Configuration Set already exists, then WEM will append _1 to the name, which you can then rename.
  6. Once you have multiple Configuration sets, you can use the drop-down to switch between them.
  7. A WEM Agent can only belong to one WEM Configuration set. Different Agents can belong to different WEM Configuration sets.
  8. In WEM 4.3 and newer, you add agents to the Configuration set at Active Directory Objects (workspace on bottom left) > Machines (node on top left). You can add OUs or individual objects (computers or computer groups).

Import Recommended Settings

If you have multiple WEM configuration sets, this process should be repeated for each new, empty WEM configuration set. This process is only available in the classic WEM Console.

  1. On the right side of the ribbon, click Restore.
  2. Select Settings and click Next.
  3. In the Settings Restore wizard, click Next.
  4. In the Restore from folder section, click Browse, and browse to the \Workspace-Environment-Management-v-2407-01-100-01\Configuration Templates\Default Recommended Settings folder that was included in the WEM download.
  5. In the Settings Type Selection section, check all available boxes, and click Next.
  6. In the Restore settings processing window, click Restore Settings.
  7. Click Yes when prompted to replace.
  8. Click Finish.

CTP James Kindon at WEM Hydration Kit has a collection of Applications, File System and Registry Actions that can be imported to WEM. CTP James Kindon recently added Environmental Settings to the Hydration Kit.

WEM 1909 and newer can Migrate your Group Policies to WEM. CTP James Kindon at Migrating GPO settings to WEM explains this feature in detail.

WEM Administrators

This is only configurable in the Classic WEM Console.

  1. In the Administration Console, go to Administration (workspace on bottom left) > Administrators (node on top left).
  2. In the right pane, click Add, and specify an Active Directory group that can administer WEM.
  3. After adding a group or user, right-click the new administrator, and click Edit.
  4. Use the Permissions drop-down to select a role. The roles are detailed at Administrators at Citrix Docs.
  5. Then use the State drop-down to select Enabled. New administrators are initially disabled. Click OK to close the window.

WEM Agent Configuration

For configuration guidance, see CTP James Kindon WEM Advanced Guidance – 2023 at CUGC.

Most of these settings are available in the WEM Web Console.

  1. In the WEM Web Console, click a Configuration Set, expand Advanced Settings and click Agent Settings.
  2. Click Agent options.

    • When making changes, make sure you click Apply changes periodically.
  3. Setting on these tabs are mostly self-explanatory. Feel free to change any as desired. If you imported a default configuration, then many of these might already be enabled. If not, then configure them manually.
  4. Check the Launch agent options. and Enable desktop compatibility mode. Web Console lets you configure launch exclusions.
  5. Enable automatic refresh.
  6. Enable Offline Mode and Use cache to accelerate actions processing. More info at Citrix Blog Post Workspace Environment Management agent caching explained.
  7. The Action processing section lets you select which modules should be refreshed on reconnect.
  8. Scroll down and there are options to process printers and drives asynchronously.
  9. Agent service options section has a setting for Bypass ie4uinit Check. Enabling this might eliminate a 2-minute delay before WEM Agent starts.
  10. On the left is UI Agent Personalization. On the right is Appearance and interaction. You can change the UI agent theme. Other settings on this page let you hide the splash screen.
  11. The Helpdesk Options section lets you enable Screen Capture from the WEM Agent.

  12. At Advanced Settings > Monitoring Preferences, in WEM 2407 and newer, expand Profile container insights and you can Enable large file scanning.

    • Then you can run the report at Monitoring > Profile Container Insights.

System Optimization

  1. The System Optimization node lets you configure the various optimizations.

    1. WEM Classic Console has a System Optimization workspace (bottom left).
  2. On the top left, click the CPU Management node/section.
  3. CPU Spikes Protection gives processes equal access to the CPU.
    • There’s an option for Auto Prevent CPU Spikes.
    • From Hal Lange: “CPU Usage Limit should never be set to higher a percentage than one CPU. This will keep a single threaded application from thrashing a CPU.  Example: if 2 CPU’s are available, the CPU setting should not be set above 49%, if 4 CPU’s are available, the CPU setting should not be set above 24%”
    • Hal Lange demonstrates Citrix WEM Performance Optimizations in a YouTube video.

  4. Other tabs/sections let you manually specify CPU priority and/or clamping.

  5. Web Console > Monitoring > Insights > Optimization Insights has a report showing CPU optimization.

    • From CTA Chris Schrameyer WEM – CPU LOGGING: WEM does not provide any built-in logs to determine when a CPU Spikes Protection action is taken. It would be nice to know what processes are often limited, so we can then add them to a CPU Clamping policy or identify why they are using so much CPU.
  6. Memory Management node, you can enable Optimize Memory Usage for Idle Processes to periodically reclaim memory from running processes. This feature tells processes to flush their memory to disk. In other words, you’re trading memory for disk.

    1. WEM 2206 adds an option for Optimize only if total available memory is less than (MB) or Do Not Optimize When Total Available Memory Exceeds (MB). In other words, WEM does not optimize memory until available memory drops below this value.
    2. WEM 2206 adds a Memory Usage Limit for Specific Processes. Dynamic means the process memory is not limited until available memory is low.
  7. In the I/O Management node, on the right, you can prioritize process IO. Use the slider on the far right to enable the feature.
  8. In the Fast Logoff node, in the right pane, enabling Fast Logoff disconnects a session immediately, and runs logoff processes in the background.
  9. WEM 2003 and newer have a Citrix Optimizer feature. If you enable it, then the WEM Agents will disable services and scheduled tasks according to the settings in the template. WEM comes with built-in templates, or you can add your own. Newer versions of WEM have newer templates. WEM 2311 and newer support Windows 11 and Windows Server 2022.

    • WEM 2012 and newer have an option to Automatically select Templates to Use.
    • The Monitoring > Administration > Agents section adds a Process Citrix Optimizer action to each agent.
  10. WEM 2112 and newer have a Multi-session Optimization feature that lowers the priority of processes running in disconnected sessions.

Security

This section is only available in the WEM Classic Console.

  1. Click the Security workspace. On the top left, click the Process Management node. In the right pane, in the Processes Management tab, enable Process Management. The other tabs are grayed out until you check this box.

    • You can BlackList processes. There’s also a WhiteList, but once something is added to the WhiteList, then all other processes are blocked.
  2. On the top left, click Application Security.
  3. You can use the top-left sub-nodes to configure AppLocker. See Application Security at Citrix Docs.

    1. If you click the Executable Rules sub-node, on the bottom right is a button to Add Default Rules.
    2. If you edit a rule…
    3. You can assign the rule to a user group.
    4. The list of user groups comes from Active Directory Objects (workspace on bottom left) > Users.
    5. On top of the right pane, set Rule enforcement to On or Audit.
    6. In the ribbon is a button to Import AppLocker Rules that were exported from a group policy.
    7. The other sub-nodes follow the same configuration pattern.
  4. WEM 2112 and newer have a Privilege Elevation feature under the Security workspace. You might have to scroll down to find it. On the right, check the box for Process Privilege Elevation Settings. Notice the setting for Do Not Apply to Windows Server OSs.

    1. On the left, click Executable Rules under Privilege Elevation. Then on the bottom right click Add Rule.
    2. Give the rule a name and select an assignment.
    3. There are options to restrict the elevation to specific parameters. For example, you can restrict cmd.exe so it can only elevate specific scripts. Click Next.
    4. Browse to the executable file and click Create.
    5. CTP David Wilkinson has more details on this feature.
  5. WEM 2203 adds a Self-elevation feature that lets users manually run processes elevated. See Citrix Docs for details.

  6. WEM 2006 adds Process Hierarchy Control, which lets you restrict or allow a parent process from launching specific child processes. See Citrix Docs for configuration details.

    1. On the agent side, you must enable Process Hierarchy Control by running elevated AppInfoViewer.exe from C:\Program Files (x86)\Citrix\Workspace Environment Management.
    2. Click Enable Process Hierarchy Control.
    3. Acknowledge that a restart is required.
  7. WEM has an audit log of the security features at Administration workspace > Logging node > Agent tab.

Policies and Profiles

  1. WEM Web Console > Profiles > Profile Management Settings lets you push Citrix Profile Management settings to WEM Agents
  2. On the top right you can click Quick setup to Start with template. Choose either File-based or Container-based.
  3. There’s an option to configure user-level settings instead of computer-level.
  4. See the Citrix Profile Management post for details on a recommended Profile Management configuration. Some of the newer settings might be missing from WEM.
  5. If you use WEM to configure UPM settings, but the settings are not applying to the WEM Agent, then see Citrix CTX219086 Some UPM or WEM Agent parameters may not be applied by the agent after switching from GPO settings to Workspace Environment Management settings.
  6. In the WEM Classic Console, at Policies and Profiles > Citrix Profile Management Settings, in the right pane, the File System tab has a useful Profile Cleansing button to remove excluded folders from an existing UPM profile share. This function might not be necessary if you enable Logon Exclusion Check.

    • Adjust the Profiles Root Folder, click Scan Profiles Folder, and then click Cleanse Profile(s).
  7. To configure folder redirection in the WEM Classic Console, on the top left, click Microsoft USV Settings.
    1. On the right, on the Roaming Profiles Configuration tab, check the box to Process User State Virtualization Configuration.
    2. Then switch to the Folder Redirection tabs, and configure them as desired.
  8. For Environmental Settings, WEM Classic Console has the Policies and Profiles workspace (bottom left) with three nodes on the top left.

    1. In the Environmental Settings node (top left), in the right pane, you can enable Environmental Settings, and configure restrictions that are usually configured in group policy. Peruse the various tabs on the right. Administrators can be excluded from these restrictions. These settings are only in the WEM Classic Console. In WEM Web Console they are replaced by group policies.
    2. The Environmental Settings within the WEM Administration Console are per-machine, not per-user. This means that, by default, all the settings configured inside of a Configuration Set apply to every non-admin user that logs into that particular Agent machine. In order to have different Environmental Settings apply to different users/user groups, they would need to be applied to a separate WEM Agent machine, and all the settings would need to be configured inside a separate Configuration Set to which the WEM Agent Machine is bound. Source = CTX226487 Guidance on configuring WEM settings per user/user groups.

Scripted Tasks

Web Console lets you configure Scripted Tasks that run at the agent (computer) level.

  1. First, add the task/script to Scripted Tasks at the global le

    1. Scripted tasks are PowerShell scripts.
  2. Then go to a Configuration Set and click Scripted Task Settings.
  3. On the far right, click the … next to a scripted task and then click Configure.
  4. Enable the task and choose a Filter.
  5. The Triggers page lets you choose when the script should run. You can Create new trigger.
  6. One of the options is Scheduled.

WEM Agent Group Policy

  1. In the WEM Download, go to the \Workspace-Environment-Management-v-2407-01-100-01\Agent Group Policies\ADMX folder.
  2. Copy the .admx file, and the en-US folder to the clipboard.
  3. Go \\MyADDomain.com\sysvol\MyADDomain.com\Policies.
  4. If you have a PolicyDefinitions folder here, then paste the .admx file and folder.

    • If you don’t have PolicyDefinitions in Sysvol, then instead go to C:\Windows\PolicyDefinitions, and paste the .admx file and folder there.
  5. Look for older versions of the WEM .admx and .adml files (in the en-us subfolder) and delete them. Remove any WEM .admx and .adml files that have a version number.

  6. Edit a GPO that applies to the VDAs that will run the WEM Agent.
  7. In WEM 1906 and newer, go to Computer Configuration | Policies | Administrative Templates | Citrix Components | Workspace Environment Management | Agent Host Configuration.
  8. On the right, double-click Infrastructure server.
  9. Enable the setting, enter the FQDN of the WEM server (or load balanced name), and click OK. Note: It must be FQDN.
  10. Assign Agents to a Configuration Set.
    1. In the WEM Web Console, go to Directory Objects and click Add object.
    2. In the WEM Classic Administration Console, choose a Configuration Set and then go to Active Directory Objects workspace (bottom left) > Machines node (top left), and in the right pane, add an OU or individual machines.
  11. It’s possible that an Agent might register with multiple Configuration sets. You can review the registrations in Web Console at Monitoring > Administration > Agents.

    1. Registrations tab (right pane) might show you Agents not registered with any Configuration Set. Add the Agent to Active Directory Objects > Machines.

Install/Upgrade WEM Agent

For command line unattended installation of WEM Agent, see Alain Assaf at Citrix Discussions.

  1. WEM agent upgrade task – WEM 2311 and newer can push Agent upgrades to existing agents. In a Configuration Set, configure a file share under App Package Delivery. Then import the WEM Agent to the share. Then create a Delivery task. More details at App Package Delivery at Citrix Docs.

  2. If App Layering, Citrix recommends installing the WEM Agent in the Platform Layer.
    • If you are installing the WEM Agent in a App Layer, see George Spiers to workaround an issue with the Netlogon service in a Platform Layer that has the Provisioning Services Target Device software installed.
  3. Use registry editor to confirm that the WEM GPO has applied to the Agent machine. Look for HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Norskale\Agent Host\BrokerSvcName.
  4. VDA installer – In VDA 2012 and newer, the WEM Agent is included with the VDA installer; however, this install method has been deprecated. You can instead install it separately as detailed in the next step.

  5. Manual install – On a VDA Master machine, run Citrix Workspace Environment Management Agent.exe from the downloaded WEM 2407 (aka 2407-01-100-01) installation files.
  6. In the Citrix Workspace Environment Management Agent window, check the box next to I agree to the license terms and click Install.
  7. In the Welcome to the Citrix Workspace Environment Management Agent Setup Wizard page, click Next.
  8. In the Destination Folder page, click Next.
  9. In the Deployment Type page, select On-premises Deployment and click Next. Basic Deployment in WEM 2407 and newer does not need any infrastructure. See Citrix Docs.
  10. In the Infrastructure Service Configuration page, change the selection to Skip Configuration since you’ve already configured the group policy. Click Next. Note: In WEM 1912 and newer, the cache synchronization port changes from 8285 to 8288.
  11. In the Advanced Settings page, if this machine will be used with Citrix Provisioning and has a Provisioning cache disk, then you can optionally move the WEM Cache to the Provisioning cache disk. Click Next. WEM Agent 2012 and newer have some enhancements for non-persistent machines. See Prerequisites and recommendations and Agent startup behaviors at Citrix Docs.
  12. In the Ready to install Citrix Workspace Environment Management Agent page, click Install.
  13. In the Completed the Citrix Workspace Environment Management Agent Setup Wizard page, click Finish.
  14. In the Installation Successfully Completed window, click Close.

WEM Agent Cache

  1. After installation, check the registry under HKLM\System\CurrentControlSet\Control\Norskale\Agent Host to verify your command line switches applied correctly.

  2. WEM Agent 2012 and newer have some enhancements for non-persistent machines. See Prerequisites and recommendations and Agent startup behaviors at Citrix Docs.
  3. In WEM Agent 1909 and newer, the WEM Agent installation path is now C:\Program Files (x86)\Citrix\Workspace Environment Management Agent instead of C:\Program Files (x86)\Norskale\Norskale Agent Host and you might have to modify your WEM Agent Cache Refresh scripts with the new path. See CTP James Kindon Citrix WEM Updated Start-Up Scripts for more details.
  4. Optionally, you can pre-build the Agent Cache by running AgentCacheUtility.exe, which is located in C:\Program Files (x86)\Citrix\Workspace Environment Management Agent (fresh WEM Agent 1909 and newer) or in C:\Program Files (x86)\Norskale\Norskale Agent Host.

  5. It needs the following switches:
    -refreshcache -brokername:MyWEMServer
  6. From Hal Lange: “AgentCacheUtility does except short values (Eg AgentCacheUtility -r -b:) the broker name should always be in FQDN since this does use Kerberos for the authentication.”

  7. You can also use the Web Console at Monitoring > Administration > Agents to refresh an agent’s cache and perform other actions. The Synchronization column indicates if the cache is up to date or not. It takes a few minutes to update.
    • It’s also in WEM Classic Administration Console at Administration workspace (bottom left), Agents node (top left)
  8. From Hal Lange: “Need to optimize the client by running ngen for .NET optimizations in the x64 and x86 directories. These commands will help optimize ANY .NET application installed on the system 
    C:\Windows\Microsoft.NET\Framework\v4.0.30319
C:\Windows\Microsoft.NET\Framework64\v4.0.30319
ngen.exe update
ngen.exe eqi 1
ngen.exe eqi 3
  9. Antivirus – C:\Program Files (x86)\Citrix\Workspace Environment Management Agent or C:\Program Files (x86)\Norskale\Norskale Agent Host must be excluded from Antivirus scanning. Or exclude Citrix.Wem.Agent.Service.exe; Norskale Agent Host Service.exe; VUEMUIAgent.exe; Agent Log Parser.exe; AgentCacheUtility.exe; AppsMgmtUtil.exe; PrnsMgmtUtil.exe; VUEMAppCmd.exe; VUEMAppCmdDbg.exe; VUEMAppHide.exe; VUEMCmdAgent.exe; VUEMMaintMsg.exe; VUEMRSAV.exe.
  10. If you use WEM to push UPM settings, but the settings are not applying to the WEM Agent, then see Citrix CTX219086 Some UPM or WEM Agent parameters may not be applied by the agent after switching from GPO settings to Workspace Environment Management settings.  Delete the machine cache, which is at the following registry location: 
    HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Norskale\Agent Host\UsvMachineConfigurationSettings
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Norskale\Agent Host\UpmConfigurationSettings

    This will force WEM to re-apply the per-machine settings (Microsoft USV or Citrix UPM settings, respectively).

  11. WEM Cache tends to break often. See CTP James Kindon Citrix WEM Cache Problems…. Again for a script to reset the cache periodically.
  12. CTP James Kindon describes the WEM Client Side Tools including: Log Parser, Resultant Actions Viewer, VUEMAppCMD, Manage Printers, Manage Applications, and Help Desk Tools.
  13. WEM Agent 2308 and newer have improved Event Viewer logging.

WEM Agent on Citrix Provisioning Target Device

From Citrix Discussions: create a computer startup script that deletes the WEM cache and refreshes it:

net stop "Citrix WEM Agent Host Service" /y
net stop "Norskale Agent Host Service" /y
del D:\WEMCache\ /S /F /q
net start "Citrix WEM Agent Host Service"
net start "Norskale Agent Host Service"
net start "Netlogon"
timeout /T 45 /nobreak
"C:\Program Files (x86)\Citrix\Workspace Environment Management Agent\AgentCacheUtility.exe" -refreshcache -brokername:XXXX
"C:\Program Files (x86)\Norskale\Norskale Agent Host\AgentCacheUtility.exe" -refreshCache -brokerName:XXXX

From Julian Mooren Citrix Workspace Environment Management with PVS – Synchronization State “Unknown”: For Citrix Provisioning, schedule a task to run the following commands at Target Device boot (Trigger = At Startup).

"C:\Program Files (x86)\Citrix\Workspace Environment Management Agent\AgentCacheUtility.exe" -refreshcache
"C:\Program Files (x86)\Norskale\Norskale Agent Host\AgentCacheUtility.exe" -refreshcache

From CTA David Ott at Using Citrix Workspace Environment Management to Redirect Folders via Symbolic Links – Speed Up Logon: before shutting down your maintenance/private mode vdisk to re-seal, kill the Citrix WEM Agent Host Service or Norskale Agent Host Service. For whatever reason if you don’t do this it can cause your vms in standard mode to take an obscenely long time to shutdown.

Base Image Script Framework (BIS-F) automates many image sealing tasks, including tasks for Workspace Environment Management. The script is configurable using Group Policy.

Monitoring

  1. WEM Web Console > Monitoring > Insights has some reporting, including a report showing disk space consumed by profile containers.
  2. In the WEM Classic Administration Console, the Monitoring workspace (bottom left) lets you see Logon Time and Boot Time reports.
  3. Double-click a category to see more info.

  4. Configuration node (top left) lets you configure Work Days Filtering for Login/Boot Time Reports.
  5. WEM 2203 adds a Profile Container Insights report for both FSLogix and UPM Profile Containers.
  6. When you make changes in the console, if agents are already installed, you can right-click the agent icon (by the clock), and Refresh.
  7. You can also go to the Administration workspace (bottom left) > Agents node (top left). In the right pane, right-click one or more Agents, and click the Refresh options.
  8. WEM 1811 and newer periodically run UPMConfigCheck every day, or whenever the Norskale Agent Service restarts. The Administration > Agents node in the WEM Console has a visual indicator of the UPMConfigCheck results. For status details, check the file C:\Windows\Temp\UPMConfigCheckOutput.xml on each WEM Agent Machine.

WEM Actions Configuration

WEM Actions are similar to Group Policy Preferences.

The general process is as follows:

  • Create the Actions
  • Optionally create Action Groups
  • Add AD user groups to the WEM Console.
  • Assign Actions or Action Groups to user groups. Use Conditions and Rules to perform the Action (or Action Group) for only a subset of machines or users in the user group.

Create Actions

  1. In WEM 2407 and newer, WEM Tool Hub has new tools for User Store Creation and Start Menu Configurator for Windows 11.
  2. In the WEM Console, use the Actions workspace to map drives, map printers, create shortcuts (Applications), set registry keys, etc. Each Action type is a separate node. New features (e.g., group policy templates, JSON Files, INI files, Ports, User DSNs) are only available in the Web Console. 
  3. WEM 1909 and newer can Migrate or Import your Group Policies to WEM. CTP James Kindon at Migrating GPO settings to WEM explains this feature in detail.
    1. In Group Policy Management Console, back up the GPOs that you want to import to WEM.
    2. Go to the GPO Backup folder and zip everything.
    3. In WEM Console, go to Actions > Group Policy Settings and click Import.
    4. WEM 2209 and newer let you Import Registry File.
    5. WEM 2012 and newer let you edit the imported group policies.
    6. It seems to be a registry editor that doesn’t use ADMX templates.
  4. WEM Web Console lets you configure GPOs using traditional ADMX templates. Switch to the Template-based tab. Standard Windows templates are already built into the Web Console, but you can upload more templates. 

  5. In WEM Classic Console, some Actions, on the Options tab, have a Self-Healing option. To optimize performance, WEM only applies an action once. The Self-Healing option causes it to reapply at every logon.
  6. Network Drives have no field for selecting a drive letter. Instead, you configure the drive letter later when assigning the action as detailed below.
  7. External Tasks are scripts that are triggered at user logon, reconnect or other triggers. WEM 2203 adds triggers for Process start and Process end. WEM 2009 adds triggers for Disconnect, Lock, and Unlock.
  8. Applications (shortcuts)
    1. In the Actions pane, Applications have no option for placing a shortcut on the Desktop. Instead, you configure shortcut placement later when assigning the action as detailed below.
    2. You can pull icons from a StoreFront store.

    3. Arjan Mensch at Powershell Module for Citrix WEM – Part 3 – EnvironmentalSettings and MicrosoftUsvSettings from GPO and much, much more provides a PowerShell Module that can do several things to help setup WEM, including reading a bunch of shortcuts (e.g. from Start Menu), and converting them to an .xml file that can be imported into WEM. This simplifies Applications configuration.
    4. To prevent applications (shortcuts) from being created if the application isn’t installed, go to Advanced Settings > Agent Settings > Miscellaneous (or Advanced Settings > Configuration > Agent Options), and check the box next to Check Application Existence in the Extra Features section.
    5. To clean up extra shortcuts, go to Advanced Settings > Action Settings > Action cleanup (or Advanced Settings > Configuration > Cleanup Actions), and check the boxes in the Shortcuts deletion at startup section. Also see CTP James Kindon Citrix WEM, Modern Start Menus and Tiles.
    6. After you create Applications (Shortcuts), and assign them, on the agent, there’s a Manage Applications tool that lets users control where shortcuts are created, including pinning to Taskbar and Start Menu.

    7. Applications can be placed in Maintenance Mode. Edit an application, and find the Maintenance Mode setting on the Options tab.
    8. This causes the icon to change, and a maintenance message to be displayed to the user.

    9. The Applications node has a Start Menu View tab on the top right.

  9. For the Printers Action, there’s a Add from print server button or in the ribbon there’s a Import Network Print Server button.

    1. Web Console uses the WEM Tool Hub to browse the print server.


  10. JSON Files are Web Console only. This Action lets you configure Microsoft Teams settings and Windows 11 Start Menu.

    1. WEM Tool Hub in WEM 2407 and newer has a Start Menu Configurator for Windows 11.

    2. For Teams, click Add JSON object and select Standard.
    3. Click the Generate with template button.
    4. Choose your desired Microsoft Teams configurations.
  11. WEM 2311 and newer support Registry Entries in the Web Console. There’s an Import button that can import .reg files.

    • On the top right is a Settings button. 

    • If Registry Actions are not applying, delete HKEY_CURRENT_USER\Software\VirtuAll Solutions\VirtuAll User Environment Manager\Agent\. (Source = Registry Entries not applied to users at Citrix Discussions)
  12. WEM 2311 and newer have File System Operations in the Web Console. There are several Action types.

    1. There’s a Settings button on the top right.

  13. WEM 2311 and newer have File Associations are available in the Web Console. It uses WEM Tool Hub to configure the FTAs.

  14. WEM 2402 and newer have INI Files, Ports, and User DSNs.
  15. CTP James Kindon at File Type Association with WEM and SetUserFTA explains how to use WEM to run Christoph Kolbicz’s SetUserFTA utility to reliably set file type associations on Windows 2012 and newer.
  16. For variables that can be used in the Actions configurations, see CTP James Kindon WEM Variables, Dynamic Tokens, Hashtags and Strings.
  17. Action Groups are not yet available in Web Console. You can combine multiple Actions into an Action Group. Then you can later assign the entire Action Group to a user.

    1. Create an Action Group and name it.
    2. Double-click the Action Group to show the actions on the bottom.
    3. On the bottom, move Actions from the Available box to the Configured box.
    4. For more info, see Action Groups at Citrix Docs.

Create Conditions and Rules

Once the Actions and Action Groups are created, you then need to decide under what conditions the Actions are performed. One or more Conditions are later combined into a Filter (or Rule). The Filters (or Rules) are used later when assigning an Action to a user group.

  1. In Web Console, go to Assignments > Filters and click the Manage Conditions button and then click Create condition. Select one of the many condition types. 

    • Or in Classic Console, go to the Filters workspace (bottom left). On the top left, switch to the Conditions node. In the right pane, create Conditions.
  2. One of the interesting Conditions is User SBC Resource Type, which lets you run Actions for either Published Desktop or Published Application.
  3. CTP James Kindon at WEM filter conditions on OU and IP Address at Citrix Discussions says that the Active Directory Path Match condition requires a * at the end of the path.
  4. Then go back to Filters and click Create filter.

    1. Or in Classic Console, switch to the Rules node (top left) and create Rules in the right pane.
  5. If you add (by clicking the right arrow) multiple Conditions to a Rule, all (AND) Conditions must match. Web Console lets you click the circle icon to make it an OR operator, but this isn’t an option in the Classic Console. 

Add AD Groups to WEM Console

  1. In WEM Web Console, go to Assignments > Assignment Targets and click Add assignment target.

    • Or in Classic Console, go to the Active Directory Objects workspace (bottom left). With the Users node selected on the top left, in the right pane, add groups and/or users that will receive the Action assignments.
  2. Web Console also lets you add new targets when managing assignments for each action.

Assign Actions to User Groups

  1. You can assign multiple actions from one place by clicking an assignment target and then clicking the Manage assignments button.

    • In Classic Console, go to the Assignments workspace (bottom left) > Action Assignment node (top left). In the right pane, initially the bottom half is empty. Double-click a group to show the Actions that are available for assignment. 
  2. When you assign an action, you can choose a Filter.

    1. In Classic Console, move an available Action or Action Group from the left to the right. This assigns the Action (or Action Group) to the user group.
    2. You will be prompted to select a Filter, which contains one or more Conditions.
  3. When you select a Network Drive (or move a Network Drive to the right), you’re prompted to select a drive letter.

    • The list of drive letters is restricted based on the configuration at Advanced Settings workspace (bottom left) > Configuration node (top left) > Console Settings tab (right pane).
  4. Application assignment lets you choose where to create the icon.

    • In Classic Console, some Actions have additional options that you can right-click. For example, you can create shortcuts on the desktop.
  5. Web Console also lets you Manage assignments directly from each Action.

Actions Troubleshooting

WEM caches Actions executions under HKEY_CURRENT_USER\SOFTWARE\VirtuAll Solutions\VirtuAll User Environment Manager\Agent\Tasks Exec Cache. Sometimes clearing these keys and values will fix Actions not applying.

CTP James Kindon at Selective Deletion of the WEM Actions Tracking Cache wrote a PowerShell script to selectively clear these registry keys and values.

Modeling Wizard

  1. In the Classic Console, in the Assignments workspace, you can use the Modeling Wizard node (top left) to see what Actions apply to a particular user.

Client Side Tools

CTP James Kindon describes the WEM Client Side Tools including: Log Parser, Resultant Actions Viewer, VUEMAppCMD, Manage Printers, Manage Applications, and Help Desk Tools.

Transformer

You can enable Transformer, which puts the WEM Agent in Kiosk mode. Users can only launch icons (e.g., Citrix icons). Everything else is hidden. This is an alternative to Workspace app Desktop Lock. The Transformer interface is customizable.

WEM 2308 and newer use Edge instead of Internet Explorer. Edge enables StoreFront to detect Workspace app and auto-launch desktops.

  1. In the WEM Classic Console, there’s a Transformer Settings workspace (bottom left) with two nodes on the top left: General and Advanced.
  2. Enable Transformer, and point it to your StoreFront URL. Note, this applies to all users and all agents in this WEM configuration set. You should probably have a new Configuration Set just for Kiosk devices.
  3. Other settings on the General Settings tab let you customize the appearance, and specify an unlock password. You probably want to disable the Clock. The Navigation Buttons are browser navigation.
  4. Transformer can be unlocked by pressing Ctrl+Alt+U and entering the unlock password.
  5. On the Site Settings tab, you can add website URLs that can be launched from within Transformer.
  6. At the top of the Transformer window is a Sites icon that lets you go to the sites listed in the WEM Console.
  7. The Advanced node lets you configure Transformer to launch a process other than a browser.
  8. The Advanced & Administration Settings tab lets you hide features from Transformer.
  9. To prevent users from accessing the local system, consider checking Hide Taskbar & Start Button.
  10. You probably want Log Off Screen Redirection to redirect users to the logon page when StoreFront logs off.
  11. The Logon/Logoff & Power Settings tab lets you configure the WEM Agent to autologon as a specific account. Transformer then displays the StoreFront webpage where the user enters his or her credentials.

Virtual Delivery Agent (VDA) 7.7

Last Modified: Nov 7, 2020 @ 6:35 am

28 Comments

Navigation:

💡 = Recently Updated

Hardware

  1. If vSphere 6, don’t use hardware version 11 unless you have NVIDIA GRID. VMware 2109650 – Video playback performance issue with hardware version 11 VMs in 2D mode
  2. For virtual desktops, give the virtual machine: 2+ vCPU and 2+ GB of RAM
  3. For Windows 2008 R2 RDSH, give the virtual machine 4 vCPU and 12-24 GB of RAM
  4. For Windows 2012 R2 RDSH, give the virtual machine 8 vCPU, and 24-48 GB of RAM
  5. Remove the floppy drive
  6. Remove any serial or LPT ports
  7. 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.
  8. If this VDA will boot from Provisioning Services:
    1. Give the VDA extra RAM for caching.
    2. Do not enable Memory Hot Plug
    3. For vSphere, the NIC must be VMXNET3.
    4. For vSphere, configure the CD-ROM to boot from IDE instead of SATA. SATA comes with VM hardware version 10. SATA won’t work with PvS.
  9. Install the latest version of drivers (e.g. VMware Tools).
    1. If Windows 7 on vSphere, don’t install the VMware SVGA driver. For more details, see CTX201804 Intermittent Connection Failures/Black Screen Issues When Connecting from Multi-Monitor Client Machines to Windows 7 VDA with VDA 7.x on vSphere/ESXi.

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. On the VM Options tab, expand Advanced and then click Edit Configuration.
  5. Click Add Row.
  6. On the left, enter devices.hotplug. On the right, enter false.
  7. Then click OK a couple times to close the windows.
  8. The VM can then be powered on.

Windows Preparation

  1. If RDSH, disable IE Enhanced Security Config
  2. Optionally, go to Action Center (Windows 8.1 or 2012 R2) or Security and Maintenance (Windows 10) to disable User Account Control and enable SmartScreen .
  3. Run Windows Update.
  4. If Windows Firewall is enabled:
    1. Enable File Sharing so you can access the VDA remotely using SMB
    2. Enable COM+ Network Access and the three Remote Event Log rules so you can remotely manage the VDA.

  5. Add your Citrix Administrators group to the local Administrators group on the VDA.
  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 Remotes Desktop Services Remote desktop Session Host Security Always prompt for password upon connection
    Or set the registry value HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\PorticaAutoLogon (DWORD) = 0x10.
  7. For Windows 7 VDAs that will use Personal vDisk, install Microsoft hotfix 2614892 – A computer stops responding because of a deadlock situation in the Mountmgr.sys driver. This hotfix solved a Personal vDisk Image update issue detailed at Citrix Discussions.
  8. If this VDA is Windows Server 2008 R2, request and install the Windows hotfixes recommended by Citrix CTX129229. Scroll down to see the list of recommended Microsoft hotfixes for Windows Server 2008 R2. Ignore the XenApp 6.x portions of the article. Also see https://www.carlstalhood.com/windows-server-2008-r2-post-sp1-hotfixes/.
  9. To remove the built-in apps in Windows 10, see Robin Hobo How to remove built-in apps in Windows 10 Enterprise.
  10. 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 7.7

  1. For virtual desktops, make sure you are logged into the console. The VDA won’t install if you are connected using RDP.
  2. Make sure 8.3 file name generation is not disabled. If so, see CTX131995 – User Cannot Launch Application in Seamless Mode to fix the AppInit_DLLs registry keys.
  3. Make sure .NET Framework 4.5.1 is installed.
  4. Go to the downloaded XenDesktop 7.7 (XenDesktop Platinum, XenDesktop Enterprise, XenApp Platinum, or XenApp Enterprise) .iso file and run AutoSelect.exe. Alternatively, you can download the standalone VDA package and run that instead.
  5. Click Start next to either XenApp or XenDesktop. The only difference is the product name displayed in the installation wizard.
  6. Click Virtual Delivery Agent for Windows Desktop OS or Windows Server OS depending on which type of VDA you are building.
  7. In the Environment page, select Create a Master Image and click Next.
  8. For virtual desktops, in the HDX 3D Pro page, click Next.
  9. In the Core Components page, if you don’t need Citrix Receiver installed on your VDA then uncheck the box. Click Next.
  10. In the Delivery Controller page, select Do it manually. Enter the FQDN of each Controller. Click Test connection. And then make sure you click Add. Click Next when done.
  11. In the Features page, click Next. If this is a virtual desktop, you can leave Personal vDisk unchecked now and enable it later.
  12. In the Firewall page, click Next.
  13. In the Summary page, click Install.
  14. For RDSH, click Close when you are prompted to restart.
  15. After the machine reboots twice, login and installation will continue.
  16. After installation, click Finish to restart the machine again.
  17. If 8.3 file name generation is disabled, see CTX131995 – User Cannot Launch Application in Seamless Mode to fix the AppInit_DLLs registry keys.

Virtual Delivery Agent 7.6.300 Hotfixes

The core VDA software is actually VDA 7.6.300 so you can install core VDA 7.6.300 hotfixes on a 7.7 VDA. What’s different about 7.7 VDA vs 7.6.300 is the brokering agents, Director agents, and Profile Management built into the VDA 7.7 installer.

  1. Download Virtual Delivery Agent 7.6.300 hotfixes. There are DesktopVDACore hotfixes and ServerVDACore hotfixes, depending on which type of VDA you are building.
  2. Install each hotfix by double-clicking the .msp file.
  3. In the Welcome to the Citrix HDX TS/WS Setup Wizard page, click Next.
  4. In the Ready to update page, click Update.
  5. In the Completed the Citrix HDX TS/WS Setup Wizard page, click Finish.
  6. When prompted to restart, if you have multiple hotfixes to install, click Cancel.
  7. Continue installing hotfixes. Restart when done.

Controller Registration Port

Some environments will not accept the default port 80 for Virtual Delivery Agent registration. To change the port, do the following on the Virtual Delivery Agent:

  1. Open Programs and Features.
  2. Find Citrix Virtual Delivery Agent and click Change.
  3. Click Customize Virtual Delivery Agent Settings.
  4. Edit the Delivery Controllers and click Next.
  5. On the Configure Delivery Controller page, change the port number and click Next.
  6. In the Summary page, click Reconfigure.
  7. In the Finish Reconfiguration page, click Finish. The machine automatically restarts.
  8. You must also change the VDA registration port on the Controllers by running BrokerService.exe /VDAPort.

Controller Registration – Verify

  1. If you restart the Virtual Delivery Agent machine or restart the Citrix Desktop Service…
  2. In Windows Logs Application log, you should see an event 1012 from Citrix Desktop Service saying that it successfully registered with a controller. If you don’t see this then you’ll need to fix the ListOfDDCs registry key.
  3. You can also run Citrix’s Health Assistant on the VDA.

Profile Management 5.4.1  💡

Warning: If you are upgrading and have existing Windows 2012 R2 profiles based on the !CTX_OSNAME! variable, see http://discussions.citrix.com/topic/374111-psa-upm-54-ctx-osname-server-2012-value-change/ for why your profiles might stop working.

  1. Go to the downloaded Profile Management 5.4.1 and run profilemgt_x64.msi.
  2. In the Welcome to the Citrix Profile Management Setup Wizard page, click Next.
  3. In the End-User License Agreement page, check the box next to I accept the terms in the License Agreement and click Next.
  4. In the Destination Folder page, click Next.
  5. In the Ready to install Citrix Profile Management page, click Install.
  6. If you see Files in Use, click OK.
  7. Click OK to continue the installation.
  8. In the Completed the Citrix Profile Management Setup Wizard page, click Finish.
  9. Click Yes when prompted to restart.
  10. UPM 5.4.1 breaks Logon Duration in Citrix Director. To fix it, run the following commands: 
    C:\Windows\Microsoft.NET\Framework64\v4.0.30319\installutil.exe "C:\Program Files\Citrix\Virtual Desktop Agent\upmWmiMetrics.dll"

C:\Windows\Microsoft.NET\Framework64\v4.0.30319\installutil.exe "C:\Program Files\Citrix\Virtual Desktop Agent\upmWmiAdmin.dll"


  11. See the Profile Management page for configuration instructions.

Upgrade to Receiver 4.4.1000

VDA 7.7 does not include this update.

If Receiver is installed on your VDA, upgrade it to version 4.4.1000 (or 4.4.1002)  💡

  1. Go to the downloaded Receiver 4.4.1000 and run CitrixReceiver.exe.
  2. In the Welcome to Citrix Receiver page, click Start.
  3. In the License Agreement page, check the box next to I accept the license agreement and click Next.
  4. If you see the Enable Single Sign-on page, check the box next to Enable Single Sign-on and click Next.
  5. In the Help make our products better page, make your selection and click Install.
  6. After installation, click Finish.
  7. See the Receiver page for configuration instructions.

HTML5 App Switcher 2.0.2

This tool is no longer needed for Receiver for HTML5 2.0 and newer.

  1. .NET Framework 4.0.3 or newer is required.
  2. Go to the downloaded Receiver for HTML5 App Switcher (Citrix_AppSwitcher_2.0.2) and run AppSwitcher.msi.
  3. Check the box next to I accept the terms and click Install.
  4. In the Completed the App Switcher Setup Wizard page, click Finish.

  5. In Programs and Features, it is shown as version 2.0.2.25.

Citrix PDF Printer 7.8.0

This tool is only used by Receiver for HTML5.

  1. Go to the downloaded Receiver for HTML5 Citrix PDF Printer 7.8.0 (Citrix_PDFPrinter_7.8.0) and run CitrixPDFPrinter64.msi.
  2. In the Please read the Citrix PDF printer License Agreement page, check the box next to I accept the terms and click Install.
  3. In the Completed the Citrix PDF Universal Driver Setup Wizard page, click Finish.
  4. In Programs and Features, it is shown as version 7.8.0.10.
  5. Configure a Citrix Policy to enable the PDF printer. The setting is called Auto-create PDF Universal Printer.

Framehawk Configuration

To enable Framehawk, see https://www.carlstalhood.com/citrix-policy-settings/#framehawkconfig

Remote Desktop Licensing Configuration

On 2012 R2 RDSH, the only way to configure Remote Desktop Licensing is using group policy (local or domain). This procedure also works for 2008 R2 RDSH. This procedure is not needed on virtual desktops.

  1. For local group policy, run gpedit.msc.
  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 XenDesktop Controllers). Click OK.
  4. Double-click Set the Remote Desktop licensing mode. Change it to Enabled and select Per User. Click OK.
  5. In Server Manager, open the Tools menu, expand Terminal Services and click RD Licensing Diagnoser.
  6. The Diagnoser should find the license server and indicate the licensing mode. 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 shared VDAs like Windows 2008 R2 and Windows 2012 R2.

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. Highlight the line containing Users and Create Folders and click Remove.
  4. Highlight the line containing Users and Special and click Remove. Click OK.
  5. Click Yes to confirm the permissions change.
  6. If you see any of these Error Applying Security windows, click Continue.
  7. Click OK to close the C: drive properties.

Pagefile

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

  1. Open System. In 2012 R2, you can right-click the Start button and click System.
  2. Click Advanced system settings.
  3. On the Advanced tab, click the top Settings button.
  4. On the Advanced tab, click Change.
  5. 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 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.

Windows Profiles v3/v4/v5

Roaming Profiles are compatible only between the following client and server operating system pairs. The profile version is also listed.

  • v5 = Windows 10 and Windows Server 2016
  • v4 = Windows 8.1 and Windows Server 2012 R2
  • v3 = Windows 8 and Windows Server 2012
  • v2 = Windows 7 and Windows Server 2008 R2
  • v2 = Windows Vista and Windows Server 2008

Windows 8.1 and 2012 R2 don’t properly set the profile version. To fix this, ensure update rollup 2887595 is installed. http://support.microsoft.com/kb/2890783. After you apply this update, you must create a registry key before you restart the computer.

  1. Run regedit.
  2. Locate and then tap or click the following registry subkey:
    HKEY_LOCAL_MACHINE\System\CurrentControlset\Services\ProfSvcParameters
  3. On the Edit menu, point to New, and then tap or click DWORD Value.
  4. Type UseProfilePathExtensionVersion.
  5. Press and hold or right-click UseProfilePathExtensionVersion, and then tap or click Modify.
  6. In the Value data box, type 1, and then tap or click OK.
  7. Exit Registry Editor.

Then, Windows 8.1 creates a user profile and appends the suffix “.v4” to the profile folder name to differentiate it from version 2 of the profile in Windows 7 and version 3 of the profile in Windows 8.

Registry

HDX Flash

From Citrix Knowledgebase article CTX139939 – Microsoft Internet Explorer 11 – Citrix Known Issues: The registry key value IEBrowserMaximumMajorVersion is queried by the HDX Flash service to check for maximum Internet Explorer version that HDX Flash supports. For Flash Redirection to work with Internet Explorer 11 set the registry key value IEBrowserMaximumMajorVersion to 11 on the machine where HDX flash service is running. In case of XenDesktop it would be the machine where VDA is installed.

  • Key = HKLM\SOFTWARE\Wow6432Node\Citrix\HdxMediaStreamForFlash\Server\PseudoServer
    • Value = IEBrowserMaximumMajorVersion (DWORD) = 00000011 (Decimal)

From Citrix Discussions: Add the DWORD ‘FlashPlayerVersionComparisonMask=0′ on the VDA under HKLM\Software\Wow6432Node\Citrix\HdxMediaStreamForFlash\Server\PseudoServer.  This disables the Flash major version checking between the VDA and Client Device.

Published Explorer

This section applies if you intend to publish apps from this VDA.

From Citrix Knoweldgebase article CTX128009 – Explorer.exe Fails to Launch: When publishing the seamless explorer.exe application, the session initially begins to connect as expected. After the loading, the dialog box disappears and the explorer application fails to appear. On the VDA, use the following registry change to set the length of time a client session waits before disconnecting the session:

  • Key = HKLM\SYSTEM\CurrentControlSet\Control\Citrix\wfshell\TWI
    • Value = LogoffCheckerStartupDelayInSeconds (DWORD) = 10 (Hexadecimal)

Mfaphook – 8.3 File Names

  1. Open a command prompt.
  2. Switch to C:\ by running cd /d C:\
  3. Run dir /x program*
  4. If you don’t see PROGRA~1 then 8.3 is disabled. This will break Citrix.
  5. If 8.3 is disabled, open regedit and go to HKLM\Software\Microsoft\Windows NT\CurrentVersion\Windows.
  6. On the right is AppInit_DLLs. Edit it and remove the path in front of MFAPHOOK64.DLL.


Logon Disclaimer Window Size

From Xenapp 7.8 – Session Launch Security/Warning Login Banner at Citrix Discussions: If your logon disclaimer window has scroll bars, set the following registry values:

HKLM\Software\Wow6432node\Citrix\CtxHook\AppInit_DLLS\Multiple Monitor Hook\LogonUIWidth = DWORD:300
HKLM\Software\Wow6432node\Citrix\CtxHook\AppInit_DLLS\Multiple Monitor Hook\LogonUIHeight = DWORD:200

Login Timeout

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

HKLM\SOFTWARE\Citrix\PortICA

Add a new DWORD AutoLogonTimeout and set the value to decimal 240 or higher (up to 3600).

Also see Citrix Discussions Machines in “Registered” State, but VM closes after “Welcome” screen.

Receiver for HTML5 Enhanced Clipboard

From About Citrix Receiver for Chrome 1.9 at docs.citrix.com: To enable enhanced clipboard support, set registry value HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Citrix\wfshell\Virtual Clipboard\Additional Formats\HTML Format\Name=”HTML Format”. Create any missing registry keys. This applies to both virtual desktops and Remote Desktop Session Hosts.

4K Monitors

Citrix CTX201696 – Citrix XenDesktop and XenApp – Support for Monitors Including 4K Resolution and Multi-monitors: Up to eight 4K monitors are supported with the Std-VDA and RDS VDA irrespective of underlying GPU support, provided the required policies and/or registry keys are correctly configured. Currently the Std-VDA for XenDesktop and RDS-VDA for XenApp does not support resolutions higher than 4094 in any dimension.

Framehawk currently does not support 4K monitors. At the time of writing, the number of monitors supported is 1, the use of more monitors will cause the graphics mode to change from Framehawk to Thinwire to support multi-monitor.  The maximum resolution supported by Framehawk is currently 2048×2048.

From CTX200257 – Screen Issues Connecting to 4K Resolution Monitors: Symptom: A blank or corrupt screen is displayed when connecting to Windows 7 or 8.1 Standard XenDesktop Virtual Delivery Agents on a client which has one or more 4K resolution monitors.

  1. Calculate the video memory that is required for 4K monitor using the following formula:
    Sum of total monitors (Width * height * 4 * X) where width and height are resolution of the monitor.
    X = 2 if VDA is Windows 7 OR X = 3 if VDA is Windows 88.1
    Suppose a Windows 7 VDA is connecting to a client that has dual 4K monitors (3840×2160), then video buffer should be: (3840 x 2160 x 4 x 2) + (3840 x 2160 x 4 x 2) = ~132MB
  2. Open the registry (regedit) and navigate to: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\vd3v
  3. Increase the value of “MaxVideoMemoryBytes” REG_DWORD value to the above calculated memory.
  4. Reboot the VDA.

When using Thinwire, Compatibility, Thinwire Plus or Legacy modes, the Display memory Limit policy needs to be configured appropriately for Std-VDA, as per Graphics Policy Settings at docs.citrix.com. The Default value for Display memory Limit is 65536KB and this is sufficient up to 2x4K monitors (2x32400KB). You can find more information on Graphics modes at Citrix Blogs – Site Wide View of HDX Graphics Modes.

Legacy Client Drive Mapping

Citrix Knowledgebase article 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 = UNCEnabled (DWORD) = 0

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

COM/LPT Port Redirection

To signal Citrix’ intention to deprecate COM and LPT support in a future major release, policy settings for COM Port and LPT Port Redirection have moved from Studio to the registry, and are now located under HKLM\Software\Citrix\GroupPolicy\Defaults\Deprecated on either your Master VDA image or your physical VDA machines. The COM/LPT port registry values are detailed at docs.citrix.com.

Print Driver for Non-Windows Clients

This section applies to Windows 2012 R2, Windows 8.1, and Windows 10 VDAs.

From Mac Client Printer Mapping Fix for Windows 8/8.1 and Windows Server 2012/2012R2. By default, Non-Windows clients cannot map printers due to a missing print driver on the VDA machine.

  1. Requirements:
    • Internet Access
    • Windows Update service enabled
  2. Click Start and run Devices and Printers.
  3. In the Printers section, highlight a local printer (e.g. Microsoft XPS Document Writer). Then in the toolbar click Print server properties.
  4. Switch to the Drivers tab. Click Change Driver Settings.
  5. Then click Add.
  6. In the Welcome to the Add Printer Driver Wizard page, click Next.
  7. In the Processor Selection page, click Next.
  8. In the Printer Driver Selection page, click Windows Update. The driver we need won’t be in the list until you click this button. Internet access is required.
  9. Once Windows Update is complete, highlight HP on the left and then select HP Color LaserJet 2800 Series PS (Microsoft) on the right. Click Next.
  10. In the Completing the Add Printer Driver Wizard page, click Finish.
  11. Repeat these instructions to install the following additional drivers:
    • HP LaserJet Series II
    • HP Color LaserJet 4500 PCL 5

SSL for VDA

If you intend to use HTML5 Receiver internally, install certificates on the VDAs so the WebSockets (and ICA) connection will be encrypted. Internal HTML5 Receivers will not accept clear text WebSockets. External users don’t have this problem since they are SSL-proxied through NetScaler Gateway. 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 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 Citrix blog post How To Secure ICA Connections in XenApp and XenDesktop 7.6 using SSL has a method for automatically provisioning certificates for pooled virtual desktops by enabling certificate auto-enrollment and setting up a task that runs after the certificate has been enrolled. Unfortunately this does not work for Remote Desktop Session Host.

The following instructions can be found at Configure SSL on a VDA using the PowerShell script at docs.citrix.com.

  1. On the VDA machine, run mmc.exe.
  2. Add the Certificates snap-in.
  3. Point it to Local Computer.
  4. 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.
  5. Browse to the XenApp/XenDesktop 7.7 ISO. In the Support\Tools\SslSupport folder, shift+right-click the Enable-VdaSSL.ps1 script and click Copy as path.
  6. Run PowerShell as administrator (elevated).
  7. Run the command Set-ExecutionPolicy unrestricted. Enter Y to approve.
  8. In the PowerShell prompt, type in an ampersand (&), and a space.
  9. Right-click the PowerShell prompt to paste in the path copied earlier.
  10. At the end of the path, type in -Enable
  11. If there’s only one certificate on this machine, press Enter.
  12. If there are multiple certificates, you’ll need to specify the thumprint 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.
  13. If this VDA machine has a different service already listening on 443 (e.g. IIS), then the VDA needs to use a different port for SSL connections. At the end of the command in the PowerShell prompt, enter -SSLPort 444 or any other unused port.
  14. Press <Enter> to run the Enable-VdaSSL.ps1 script.
  15. Press <Y> twice to configure the ACLs and Firewall.
  16. You might have to reboot before the settings take effect.
  17. Login to a Controller and run PowerShell as Administrator (elevated).
  18. Run the command asnp Citrix.*
  19. 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.

  20. You can run Get-BrokerAccessPolicyRule -DesktopGroupName '<delivery-group-name>' to verify that HDX SSL is enabled.
  21. Also run the following command: 
    Set-BrokerSite –DnsResolutionEnabled $true

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

Anonymous Accounts

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

  1. Anonymous accounts are created locally on the VDAs. When XenDesktop 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. You can 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 Virtual Delivery Agent will create them automatically when users log in.
  3. You can see the local Anon accounts by opening Computer Management, expanding System Tools, expand Local Users and Groups and clicking Users.
  4. 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 gpedit.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 lockdown 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.

Citrix’s Recommended Antivirus Exclusions

Citrix CTX127030 Citrix Guidelines for Antivirus Software Configuration: Based on Citrix Consulting’s field experience, organizations might wish to consider configuring antivirus software on session hosts with the settings below.

  • Scan on write events or only when files are modified. It should be noted that this configuration is typically regarded as a high security risk by most antivirus vendors. In high-security environments, organizations should consider scanning on both read and write events to protect against threats that target memory, such as Conficker variants.
  • Scan local drives or disable network scanning. This assumes all remote locations, which might include file servers that host user profiles and redirected folders, are being monitored by antivirus and data integrity solutions.
  • Exclude the pagefile(s) from being scanned.
  • Exclude the Print Spooler directory from being scanned.
  • Remove any unnecessary antivirus related entries from the Run key (HKLM\Software\Microsoft\Windows\Current Version\Run).
  • If using the streamed user profile feature of Citrix Profile management, ensure the antivirus solution is configured to be aware of Hierarchical Storage Manager (HSM) drivers. For more information, refer to Profile Streaming and Enterprise Antivirus Products.

Symantec

Symantec links:

Non-persistent session hosts:

After you have installed the Symantec Endpoint Protection client and disabled Tamper Protection, open the registry editor on the base image.

  1. Navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Symantec\Symantec Endpoint Protection\SMC.
  2. Create a new key named Virtualization.
  3. Under Virtualization, create a key of type DWORD named IsNPVDIClient and set it to a value of 1.

To configure the purge interval for offline non-persistent session host clients:

  1. In the Symantec Endpoint Protection Manager console, on the Admin page, click Domains.
  2. In the Domains tree, click the desired domain.
  3. Under Tasks, click Edit Domain Properties.
  4. On the Edit Domain Properties > General tab, check the Delete non-persistent VDI clients that have not connected for specified time checkbox and change the days value to the desired number. The Delete clients that have not connected for specified time option must be checked to access the option for offline non-persistent VDI clients.
  5. Click OK.

Make the following changes to the Communications Settings policy:

  1. Configure clients to download policies and content in Pull mode
  2. Disable the option to Learn applications that run on the client computers
  3. Set the Heartbeat Interval to no less than one hour
  4. Enable Download Randomization, set the Randomization window for 4 hours

Make the following changes to the Virus and Spyware Protection policy:

  1. Disable all scheduled scans
  2. Disable the option to “Allow startup scans to run when users log on” (This is disabled by default)
  3. Disable the option to “Run an ActiveScan when new definitions Arrive”

Avoid using features like application learning which send information to the SEPM and rely on client state to optimize traffic flow

Linked clones:

To configure Symantec Endpoint Protection to use Virtual Image Exception to bypass the scanning of base image files

  1. On the console, open the appropriate Virus and Spyware Protection policy.
  2. Under Advanced Options, click Miscellaneous.
  3. On the Virtual Images tab, check the options that you want to enable.
  4. Click OK

 

Trend Micro

Citrix CTX136680 – Slow Server Performance After Trend Micro Installation. Citrix session hosts experience slow response and performance more noticeable while users try to log in to the servers. At some point the performance of the servers is affected, resulting in issues with users logging on and requiring the server to be restarted. This issue is more noticeable on mid to large session host infrastructures.

Trend Micro has provided a registry fix for this type of issue. Create the following registry on all the affected servers. Add new DWORD Value as:

[HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TmFilterParameters] “DisableCtProcCheck”=dword:00000001

Trend Micro Links:

Optimize Performance

VDA Optimizer

Installation of the VDA might have already done this but there’s no harm in doing it again. This tool is only available if you installed VDA in Master Image mode.

  1. On the master VDA, go to C:\Program Files\Citrix\PvsVm\TargetOSOptimizer and run TargetOSOptimizer.exe.
  2. Then click OK. Notice that it disables Windows Update.

RDSH

Citrix CTX131577 XenApp 6.x (Windows 2008 R2) – Optimization Guide is a document with several registry modifications that are supposed to improve server performance. Ignore the XenApp 6 content and instead focus on the Windows content.

Citrix CTX131995 User Cannot Launch Application in Seamless Mode in a Provisioning Services Server when XenApp Optimization Best Practices are Applied. Do not enable NtfsDisable8dot3NameCreation

Norskale has Windows 2008 R2 Remote Desktop and XenApp 6 Tuning Tips Update.

Windows 7

Microsoft has compiled a list of links to various optimization guides.

It’s a common practice to optimize a Windows 7 virtual machine (VM) template (or image) specifically for VDI use. Usually such customizations include the following.

  • Minimize the footprint, e.g. disable some features and services that are not required when the OS is used in “stateless” or “non-persistent” fashion. This is especially true for disk-intensive workloads since disk I/O is a common bottleneck for VDI deployment. (Especially if there are multiple VMs with the same I/O patterns that are timely aligned).
  • Lock down user interface (e.g. optimize for specific task workers).

With that said the certain practices are quite debatable and vary between actual real-world deployments. Exact choices whether to disable this or that particular component depend on customer requirements and VDI usage patterns. E.g. in personalized virtual desktop scenario there’s much less things to disable since the machine is not completely “stateless”. Some customers rely heavily on particular UI functions and other can relatively easily trade them off for the sake of performance or standardization (thus enhance supportability and potentially security). This is one of the primary reasons why Microsoft doesn’t publish any “VDI Tuning” guide officially.

Though there are a number of such papers and even tools published either by the community or third parties. This Wiki page is aimed to serve as a consolidated and comprehensive list of such resources.

Daniel Ruiz XenDesktop Windows 7 Optimization and GPO’s Settings –

Microsoft Whitepaper Performance Optimization Guidelines for Windows 7 Desktop Virtualization

Windows 10 / Windows 8.1 / Windows 2012 R2

Optimization Notes:

  • If this machine is provisioned using Provisioning Services, do not disable the Shadow Copy services.
  • Windows 8 detects VDI and automatically disables SuperFetch. No need to disable it yourself.
  • Windows 8 automatically disables RSS and TaskOffload if not supported by the NIC.

Seal and Shut Down

If this session host will be a master image in a Machine Creation Services or Provisioning Services 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. On the Tools tab, click Optimize to defrag the drive.
    `
  3. Run slmgr.vbs /dlv and make sure it is licensed with KMS and has at least one rearm remaining. It is no longer necessary to manually rearm licensing. XenDesktop will do it automatically.
  4. Run Delprof2 to clean up local profiles. Get it from http://helgeklein.com/download/.
  5. Machine Creation Services and Provisioning Services require DHCP.

Session hosts commonly have DHCP reservations.

  • Shut down the master image. You can now use Studio or Provisioning Services to create a catalog of linked clones.

Troubleshooting – Graphics

If Windows 7 on vSphere, don’t install the VMware SVGA driver. For more details, see CTX201804 Intermittent Connection Failures/Black Screen Issues When Connecting from Multi-Monitor Client Machines to Windows 7 VDA with VDA 7.x on vSphere/ESXi.

For an explanation of Citrix’s graphics policy settings, see A graphical deep dive into XenDesktop 7 and What’s new with HDX display in XenDesktop & XenApp 7.x?

Citrix Knowledgebase article CTX200370 – How to Determine HDX Display Mode: Use wmic or HDX Monitor as described in the article to determine which of the following display mode options is being used:

  • DCR (Desktop Composition Redirection)
  • H.264 / H.264 Compatibility Mode
  • Legacy Graphics Mode

Citrix Blog Post – Site Wide View of HDX Graphics Modes; PowerShell script to display graphics mode of currently connected sessions.

Citrix Blog post – Optimising the performance of HDX 3D Pro – Lessons from the field

From Citrix Tips – Black Screen Issues with 7.x VDA: Users would make a successful ICA connection but the screen would stay totally black.

[HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\vbdenum]

  • “Start”=dword:00000001
  • “MaxVideoMemoryBytes”=dword:06000000
  • “Group”= “EMS”

[HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\vd3d]

  • “MaxVideoMemoryBytes”=dword:00000000

From Citrix Knowledgebase article CTX200257 – Screen Issues Connecting to 4K Resolution Monitors in DCR Mode:

  1. Calculate the video memory that is required for 4K monitor using the following formula:
    Sum of total monitors (Width * height * 4 * X) where width and height are resolution of the monitor.
    X = 2 if VDA is Windows 7 OR X = 3 if VDA is Windows 88.110
    Example: Suppose a Windows 7 VDA is connecting to a client that has dual 4K monitors (3840×2160), then video buffer should be: (3840×160 x 4 x 2) + (3840 x 2160 x 4 x 2) = ~115MB
  2. Open the registry (regedit) and navigate to:
    HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\vd3d
  3. Increase the value of “MaxVideoMemoryBytes” REG_DWORD value to the above calculated memory.
  4. Reboot the VDA

From Citrix Discussions: To exclude applications from Citrix 3D rendering, create a REG_DWORD registry value “app.exe” with value 0 or a registry value “*” with value 0.

  • XD 7.1 and XD 7.5:
    • x86: reg add hklm\software\citrix\vd3d\compatibility /v * /t REG_DWORD /f /d 0
    • x64: reg add hklm\software\Wow6432Node\citrix\vd3d\compatibility /v * /t REG_DWORD /f /d 0
  • XD 7.6/7.7 both x86 and x64:
    • reg add hklm\software\citrix\vd3d\compatibility /v * /t REG_DWORD /f /d 0

Wildcards are not supported. The asterisk * here has a special meaning “all apps” but is not a traditional wildcard. To blacklist multiple apps e.g. both appa.exe and appb.exe must be done by creating a registry value for each app individually.

This is most problematic in Remote PC since most physical PCs have GPUs. I recently had to blacklist Internet Explorer to prevent lockup issues when switching back to physical.

Uninstall VDA

Uninstall the VDA from Programs and Features.

Then see CTX209255 VDA Cleanup Utility.

Related Pages

Delivery Controller 7.7

Last Modified: Nov 7, 2020 @ 6:35 am

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Navigation

Preparation

Citrix Licensing – If you are going to use an existing Citrix Licensing Server, upgrade it to 11.13.1.2 build 16002. This is newer than what’s on the XenApp/XenDesktop 7.7 ISO.

SQL Databases

  • Citrix blog post Database Sizing Tool for XenDesktop 7 and Bugfix for Database Sizing Tool
  • Citrix article CTX114501 – Supported Databases for Citrix Products
  • There are typically three databases: one for the Site (aka farm), one for Logging (audit log) and one for Monitoring (Director).
    • The monitoring database name 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 Studio to create the SQL databases automatically, then the person running Studio must be a sysadmin on the SQL instances. No lesser role will work.
    • As an alternative, you can use Citrix Studio to create SQL scripts and then run those scripts on the SQL server. In that case you only need the dbcreator and securityadmin roles.
    • It is possible to create the databases in advance. However, you must use the non-default Latin1_General_100_CI_AS_KS collation. Then use Citrix Studio to configure the database tables.
  • Citrix recommends SQL Mirroring because it has the fastest failover.
    • SQL Mirroring requires two SQL Standard Edition servers and one SQL Express for the witness server.
    • You can setup SQL Mirroring either before installing XenDesktop or after installing XenDesktop. If after, then see Citrix CTX140319 to manually change XenDesktop’s database connection strings How to Migrate XenDesktop Database to New SQL Server.
    • To setup SQL Mirroring, see Rob Cartwright: Configure SQL Mirroring For Use With XenDesktop, XenApp, and PVS Databases.
    • If you try to stretch the mirror across datacenters, the SQL witness must be placed in a third datacenter that has connectivity to the other two datacenters. However, stretching a single XenApp/XenDesktop site/farm and corresponding SQL mirror across datacenters is not recommended.
  • AlwaysOn Availability Groups and SQL Clustering are also supported. However, these features require the much more expensive SQL Enterprise Edition.

Windows Features

  • Installing Group Policy Management on the Delivery Controller lets you edit GPOs and have access to the Citrix Policies node in the GPO Editor. Or you can install Studio on a different machine that has GPMC installed.
  • vSphere Web Client – if you will connect to vSphere Web Client from the Controller machine, Flash Player is only available for IE if you install the Desktop Experience feature. Or you can use Google Chrome.

vSphere

Delivery Controller Install

  1. A typical size for the Controller VMs is 2-4 vCPU and 8 GB of RAM.
  2. On two Delivery Controllers, install the Delivery Controller software from the XenApp/XenDesktop 7.7 media. Download it from XenApp Enterprise, XenApp Platinum, XenDesktop Enterprise, or XenDesktop Platinum, depending on your license. Go to the downloaded XenDesktop 7.7 ISO and run AutoSelect.exe.
  3. Click Start next to either XenApp or XenDesktop. The only difference is the product name displayed in the installation wizard.
  4. On the left, click Delivery Controller.
  5. You can install all components on one server or on separate servers. Splitting them out is only necessary in large environments or if you want to share the components (e.g. Licensing, StoreFront, Director) across multiple farms.
  6. In the Features page, uncheck the box next to Install Microsoft SQL Server 2012 SP1 Express and click Next.
  7. In the Summary page, click Install.
  8. In the Installation Successful page, click Finish. Studio will automatically launch.
  9. Ensure the two Controller VMs do not run on the same hypervisor host. Create an anti-affinity rule.

Citrix Studio 7.7 Hotfix 1

Without this fix, you can’t enter quotes in the command line arguments field of published apps.

  1. Go to the downloaded Citrix Studio 7.7 Hotfix 1 (DStudio770WX64001) and run DesktopStudio_x64.msi.
  2. In the Please read the Citrix Studio License Agreement page, check the box next to I accept the terms and click Install.
  3. In the Completed the Citrix Studio Setup Wizard page, click Finish.
  4. Programs and Features shows the updated version.

Create Site

There are several methods of creating the databases for XenApp/XenDesktop:

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

Database Mirroring

If you are not using database mirroring then skip to the next section.

You can setup SQL Mirroring either before configuring XenDesktop or after configuring XenDesktop.

  • If before, then the empty databases (Site, Logging, Monitoring) must use the Latin1_General_100_CI_AS_KS collation, which is not the default.
  • If SQL Mirroring is already setup then XenDesktop will detect it and set the database connection strings accordingly. Or you can manually change the database connection strings later as detailed at Citrix CTX140319 How to Migrate XenDesktop Database to New SQL Server.
  • If you use Citrix Studio to create SQL scripts that populate the databases, then there will be separate SQL scripts for the Primary and Partner.

To verify mirroring after the XenDesktop configuration has completed, run the PowerShell cmdlet get-configdbconnection and ensure that the Failover Partner has been set in the connection string to the mirror.

 

Use Studio to Create Database Scripts

  1. Launch Citrix Studio. After it loads, click Deliver applications and desktops to your users.
  2. In the Introduction page, select An empty, unconfigured site. This reduces the number of pages in this Setup wizard. The other pages will be configured later.
  3. Enter a Site Name (aka farm name) and click Next. Only administrators see the farm name.
  4. In the Databases page, change the selection to Generate scripts to manually set up databases on the database server.
  5. Change the database names if desired.
  6. If you are building two Controllers, click Select near the bottom of the same page.
  7. Click Add.
  8. Enter the FQDN of the second Controller and click OK. Note: the Delivery Controller software must already be installed on that machine.
  9. Then click Save.
  10. If you hover your mouse over 2 selected, it will show both Controllers. Click Next.
  11. In the Summary page, click Generate scripts.
  12. A folder will open with six scripts. Edit each of the scripts.
  13. Near the top of each script are two lines to create the database. Uncomment both lines (including the go line). Then save and close the file.

  14. Once all of the scripts are edited you can send them to your DBA.
  15. On the Principal SQL Server, open the file Site_Principal.sql.

  16. Open the Query menu and click SQLCMD Mode.
  17. Then execute the script.
  18. If SQLCMD mode was enabled properly then the output should look something like this:
  19. If you have a mirrored database, run the second script on the mirror SQL instance. Make sure SQLCMD mode is enabled.


  20. Repeat for the Logging_Pricipal.sql script.
  21. You’ll have to enable SQLCMD Mode for each script you open.


  22. Repeat for the Monitoring_Principal.sql script.
  23. Once again enable SQLCMD Mode.


  24. The person running Citrix Studio must be added to the SQL Server as a SQL Login and granted the public server role.

  25. Back in Citrix Studio, click the Continue database configuration and Site setup button.
  26. In the Database page, enter the SQL server name and instance name and click Next.

  27. On the Licensing page, enter the name of the Citrix License Server and click Connect.
  28. XenApp/XenDesktop 7.7 requires the newest Licensing Server. If your server isn’t compatible, leave it set to localhost and fix it later.
  29. If the Certificate Authentication appears, select Connect me and click Confirm.
  30. Then select your license and click Next.
  31. In the Summary page, make your selection for Customer Experience Improvement Program and click Finish.
  32. It will take some time for the site to be created.

Verify Database Mirroring

If your database is mirrored, when you run get-brokerdbconnection, you’ll see the Failover Partner in the database connection string.

Second Controller

There are several methods of adding a second Controller to the databases for XenApp/XenDesktop:

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

To use Citrix Studio to create the SQL Scripts:

  1. On the 1st Delivery Controller, if StoreFront is installed, delete the default StoreFront store (/Citrix/Store) and recreate it with your desired Store name (e.g. /Citrix/CompanyStore).
  2. On the 2nd Delivery Controller, install XenDesktop as detailed earlier.
  3. After running Studio, 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 elevated SQL permissions, click No when asked if you want to update the database automatically.
  6. Click Generate scripts.
  7. A folder will open with six scripts. If not mirroring, then the top three scripts need to be sent to a DBA. If mirroring, send all six.
  8. On the SQL Server, open open one of the .sql files.

  9. Open the Query menu and click SQLCMD Mode.
  10. Then execute the XenDesktop script.
  11. If SQLCMD mode was enabled properly then the output should look something like this:
  12. Back in Citrix Studio, click OK.
  13. In the Studio, under Configuration > Controllers, you should see both controllers.
  14. You can also test the site again if desired.

Studio – Slow Launch

From B.J.M. Groenhout at Citrix Discussions: The following adjustments can be made if Desktop Studio (and other Citrix management Consoles) will start slowly:

  • Within Internet Explorer, go to Tools – Internet Options – Tab Advanced – Section Security and uncheck the option Check for publisher’s certificate revocation

After adjustment Desktop Studio (MMC) will be started immediately. Without adjustment it may take some time before Desktop Studio (MMC) is started.

Registry setting (can be deployed using Group Policy Preferences):

  • HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\WinTrust\Trust Providers\Software Publishing
    • “State“=dword:00023e00

Database Maintenance

View Logging Database

To view the contents of the Logging Database, in 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.

Enable Read-Committed Snapshot

The XenDesktop Database can become heavily utilized under load in a large environment. Therefore Citrix recommends enabling the Read_Committed_Snapshot option on the XenDesktop 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
  • When enabling mirroring after the databases have already been configured in Studio.

CTX140319 How to Migrate XenDesktop Database to New SQL Server has the correctly ordered list of PowerShell commands to change the database connection strings. Make sure PowerShell is running as administrator before running these commands.

Step 5 assumes Site, Monitoring, and Logging are one database so you’ll need to adjust the commands if those databases are split. In particular, change $cs in Set-LogDBConnection -DataStore Logging -DBConnection $cs to the Logging database. And change $cs in Set-MonitorDBConnection -DataStore Monitor -DBConnection $cs to the Monitoring database. The other commands don’t need to be changed.

Director Grooming

If XenDesktop is not Platinum Edition then all historical Director data is groomed at 7 days.

For XenDesktop/XenApp Platinum 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 applet.

  1. On a Delivery Controller, run PowerShell and run asnp Citrix.*

  2. Run Get-MonitorConfiguration to see the current grooming settings.
  3. Run Set-MonitorConfiguration to change the grooming settings.

Studio Administrators

Full Administrators

  1. In the Studio, under Configuration, click the Administrators node. The first time you access the node you’ll see a Welcome page. Feel free to check the box and then click Close.
  2. On the Administrators tab, right-click and click Create Administrator.
  3. In the Administrator and Scope page, specify a group (e.g. Citrix Admins or Help Desk) that will have permissions to Studio and Director. 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 the Studio, under Configuration, click the Administrators node. On the Administrators tab, right-click and click Create Administrator.
  2. In the Administrator and Scope page, specify a Help Desk group that will have permissions to Studio and Director. 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 OK. Now Director will display the dashboard.

Provisioning Services w/Personal vDisk

From Citrix docs.citrix.com: The Provisioning Services Soap Service account must be added to the Administrator node of Studio and must have the Machine Administrator or higher role. This ensures that the PvD desktops are put into the Preparing state when the Provisioning Services (PVS) vDisk is promoted to production.

vCenter Connection

XenDesktop uses an Active Directory service account to log into vCenter. This account needs specific permissions in vCenter. To facilitate assigning these permissions, create a new vCenter role and assign it to the XenDesktop service account. The permissions should be applied at the datacenter or higher level. CTX214389 How to Define VMware vSphere User Privileges for XenApp and XenDesktop defines the minimum permissions needed for various activities in XenDesktop: MCS, PvS, Power Management, and AppDisks.  💡

Import vCenter Certificate

If you replaced the certificates on your vCenter server, then skip this section.

If vCenter is using a self-signed certificate, in order for Delivery Controller to trust the vCenter certificate, you must import the vCenter certificate on both Delivery Controllers.

  1. Open a browser and connect to your vCenter Server.
  2. Click the padlock and then view the certificate.
  3. On the Details tab, click Copy to File.
  4. Save the certificate in any format.

  5. On each Delivery Controller, run mmc.exe. Open the File menu and click Add/Remove Snap-in. If your server is Windows Server 2012 R2 or newer, you can skip a few steps by running certlm.msc.
  6. Move the Certificates snap-in to the right by highlighting it and clicking Add.
  7. Select Computer account and click Next.
  8. Select Local computer and click Finish.
  9. Click OK.
  10. After adding the snap-in, right-click the Trusted People node, expand All Tasks and click Import.
  11. In the Welcome to the Certificate Import Wizard page, click Next.
  12. In the File to Import page, browse to the certificate file you exported earlier. Click Next.
  13. In the Certificate Store page, click Next.
  14. In the Completing the Certificate Import Wizard page, click Finish.
  15. Click OK to acknowledge that the import was successful.
  16. Repeat these steps on the second Controller. It is important that you do both Controllers before adding the vCenter connection.

Hosting Resources

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

  1. In Studio, expand Configuration and click Hosting. Right-click it and click Add Connection and Resources.
  2. In the Connection page, select VMware vSphere as the Host type.
  3. Enter https://vcenter01.corp.local/sdk as the vCenter URL. The URL must contain the FQDN of the vCenter server. If the vCenter certificate is self-signed, ensure it is added to the Trusted People certificate store on all Delivery Controllers. Ensure the entered URL has /sdk on the end.
  4. Enter credentials of a service account. Click Next.
  5. Enter a name for the hosting resource. Since each hosting resource is a combination of vCenter, Cluster, Network, and Datastore, include those names in this field (e.g. vCenter01-Cluster01-Network01-Datastore01).
  6. In the Cluster page, click Browse and select a cluster or resource pool.
  7. Select a network and click Next.
  8. On the Storage page, select a datastore for the virtual machines. Maximum flexibility is achievable if you only select one datastore per hosting resource. Create additional hosting resources for each datastore.
  9. If desired, change the selection for personal vDisk to use a different storage. Click Next.
  10. In the Summary page, click Finish.

Citrix Director

Director on Standalone Server

If you are installing Director 7.7 on a standalone server, see Citrix CTX142260 Installing or Upgrading to Citrix Director 7.6.200

  1. If you intend to install Director on a standalone server, start with running AutoSelect.exe from the XenApp/XenDesktop 7.7 media.
  2. On the right, click Citrix Director.
  3. It will ask you for the location of one Controller in the farm. Then finish the installation wizard.
  4. In IIS Manager, go to Default Web Site > Director > Application Settings, find Service.AutoDiscoveryAddresses and make sure it points to a Controller and not to localhost.

  5. If you built multiple Director servers, then use NetScaler to load balance them.

Director Single Sign-on

You can configure Director 7.7 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 discussions.citrix.com.
  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 discussions.citrix.com for more info.
    1. Create an AD service account that will be used as the Director’s ApplicationPoolIdentity.
    2. Create SPN and link it to the service account. 
      setspn -S http/loadbalanced_URL domain\user
    3. 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.
    4. In IIS manager, on the Application Pools (Director), specify the Identity as user we have created in step 1.
    5. In IIS manager, select Default Web Site and open the Configuration Editor.
    6. Use the drop-down to navigate to the following section:

      system.webServer/security/authentication/windowsAuthentication
    7. 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 XenDesktop Sites

  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 XenDesktop Site (farm). Only enter one Controller name. If you have multiple Director servers, you can point each Director server to a different Controller in the 2nd XenDesktop Site (farm).
  7. According to Citrix CTX200543 Desktop Director Access Fails After XenDesktop 7.5 is Upgraded to 7.6, the addresses should be NetBIOS names, not FQDN. Click OK.

Director Alerts and Notifications

Director 7.7 supports alert conditions and email notifications. This feature requires XenApp/XenDesktop to be licensed with Platinum Edition. See Citrix Blog Post Configuring & Managing Alerts and Notifications Using Director for more information.

  1. While logged into Director, at the top of the page click the Alerts button.
  2. 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 Policy tab.
  5. There are three high-level categories of alerts: Site Policy, Delivery Group Policy, and Server OS Policy. Click whichever one you want to configure.
  6. Then click Create.
  7. Give the alert a name.
  8. On the bottom left, select a condition and enter thresholds.
  9. On the bottom right, in the Notifications preferences section, click Add.
  10. Enter an email address and click Add.
  11. Click Save when done. Feel free to create more alerts and notifications.
  12. Citrix has an experimental Desktop Notification Tool. See Citrix Blog Post Desktop Notification Tool For Citrix XenDesktop. 💡
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Director – SCOM Integration

Director 7.7 can display alerts from System Center Operations Manager 2012 R2. This feature requires XenApp/XenDesktop Platinum Edition.

  1. See Configure SCOM integration at docs.citrix.com for detailed configuration instructions. Also see Marius Sandbu Integrating Citrix XenDesktop 7.7 and System Center Operations Manager.
  2. If Director server or System Center Operations Manager server is 2008 R2, then login to the 2008 R2 server, open PowerShell and run Enable-PSRemoting. Yes to everything. This is not needed on Windows Server 2012 R2 servers.
  3. On Director 7.7 server, run C:\inetpub\wwwroot\Director\tools\DirectorConfig.exe /configscom
  4. FYI, the DirectorConfig.exe /configscom command enables the following features on the Director server: /FeatureName:IIS-NetFxExtensibility45 /FeatureName:IIS-ASPNET45 /FeatureName:WCF-HTTP-Activation45
  5. FYI, the System Center Operations Manager server is listed in IIS Manager at Default Web Site > Director > Application Settings (middle pane) > Connector.SCOM.ManagementServer.
  6. On the System Center Operations Manager server, edit Remote Management Users local group and add Citrix Admins and other Director users.
  7. In System Center Operations Manager Console, go to Administration > User Roles and edit Operations Manager Operators. Add the Citrix Admins and other Director users.
  8. See Citrix Blog Post SCOM Alerts in Citrix Director for information on how to view System Center Operations Manager alerts in Director.

Director Tweaks

Prepopulate the domain field

From http://www.xenblog.dk/?p=33: On the Controllers having the Director role installed, locate and edit the ‘LogOn.aspx’ file. By default you can find it at “C:\inetpub\wwwroot\Director\Logon.aspx”

In line 450 you will have the following. To find the line, search for ID=”Domain”. Note: onblur and onfocus attributes were added in newer versions of Director.

<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. Don’t change or add any other attributes. Save the file.

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

This will prepopulate 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.

Session timeout

By default the idle time session limit of the Director is 245 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 ‘SitesDefault Web SiteDirector’ 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

From http://euc.consulting/blog/citrix-desktop-director-2-1: 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 ‘SitesDefault Web SiteDirector’ in the left hand pane.
  4. Open ‘Application Settings’ in the right hand pane
  5. Set EnableSslCheck to false.

Disable Activity Manager

From docs.citrix.com: 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 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

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.

  1. In Information Server (IIS) Management, under the Desktop Director site, select Application Settings and add a new value called 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 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

From Scott Osborne and Jarian Gibson at Citrix Discussions: In Director, you can create a filter and save it.

The saved filter is then accessible from the Filters menu structure.

The saved filters are stored on each Director server at C:\Inetpub\wwwroot\Director\UserData. Observations:

  • Each user has their own saved filters.
  • The saved filters are not replicated across Director servers. You can schedule a robocopy script to do this automatically.
  • When upgrading Director, the saved filters are deleted?

Director – Custom and Scheduled Reports

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.

You can use Excel to pull data from the OData Data feed. See Citrix Blog Post – Citrix Director – Analyzing the Monitoring Data by Means of Custom Reports. This particular blog post shows how to use an Excel PivotChart to display the connected Receiver versions.

Or for Linqpad, see Citrix Blog Post – Creating Director Custom reports for Monitoring XenDesktop using Linqpad

Go to Citrix Blog Post Obtain XenDesktop Custom report through Citrix Director and download the tool. Once installed you can create custom reports from within Director.

Citrix Licensing Server

Upgrade

Upgrade Citrix Licensing to 11.13.1.2. This is newer than what’s on the XenApp/XenDesktop 7.7 ISO.  💡

  1. Go to the downloaded Citrix Licensing 11.13.1.2 build 16002 and run CitrixLicensing.exe.
  2. Click Upgrade.
  3. Click Finish.
  4. If you go to Programs and Features, it should now show version 11.1.0.16002.
  5. If you login to the license server web console, on the Administration tab, it shows it as version 11.13.1 build 16002.
  6. You can also view the version in the registry at HKLM\Software\Wow6432Node\Citrix\LicenseServer\Install.

Licensing Server HA using GSLB

From Dane Young – Creating a Bulletproof Citrix Licensing Server Infrastructure using NetScaler Global Server Load Balancing (GSLB) and CtxLicChk.ps1 PowerShell Scripts. Here is a summary of the configuration steps. See the blog post for detailed configuration instructions.

  1. Build two License Servers in each datacenter with identical server names. Since server names are identical, they can’t be domain-joined.
  2. Install identical licenses on all License Servers.
  3. Set the DisableStrictNameChecking registry key on all Citrix Licensing servers.
  4. Synchronize the certificate files located at C:\Program Files (x86)\Citrix\Licensing\WebServicesForLicensing\Apache\conf. They must be identical on all Licensing Servers.
  5. Download CtxLicChk.exe from http://support.citrix.com/article/CTX123935 and place on all Licensing Servers.
  6. Schedule the PowerShell script CtxLicChk.ps1 on all Licensing Servers. Get this script from the blog post linked above.
  7. Configure NetScaler:
    1. Configure GSLB ADNS services.
    2. Add wildcard Load Balancing service for each Citrix Licensing Server.
    3. Configure service TCP monitoring for ports 27000, 7279, 8082, and 8083.
    4. Create Load Balancing Virtual Server for each Licensing Server.
    5. Set one Load Balancing Virtual Server as backup for the other.
    6. Repeat in second datacenter.
    7. Configure GSLB Services and GSLB Monitoring.
    8. Configure GSLB Virtual Servers. Set one GSLB Virtual Server as backup for the other.
  8. Delegate the Citrix Licensing DNS name to the ADNS services on the NetScaler appliances.
  9. Configure Citrix Studio to point to the GSLB-enabled DNS name for Citrix Licensing.

Citrix License Server Monitoring

Citrix Licensing 11.13.1 and newer has historical usage reporting:  💡

  1. Run Citrix Licensing Manager from the Start Menu. Or use a browser to connect to https://MyLicenseServer:8083
  2. Use the drop-down menus to select a license type, select dates, and export to a .csv file.
  3. On the top right is a gear icon where you can set the historical retention period.

http://www.jonathanmedd.net/2011/01/monitor-citrix-license-usage-with-powershell.html.

Lal Mohan – Citrix License Usage Monitoring Using Powershell

Jaroslaw Sobel – Monitoring Citrix Licenses usage – Graphs using WMI, Powershell and RRDtool. This script generates a graph similar to the following:

CtxLicUsage-1d_

Remote Desktop Licensing Server

Install Remote Desktop Licensing Server

Do the following on your XenDesktop Controllers:

  1. In Server Manager, open the Manage menu and click Add Roles and Features.
  2. Click Next until you get to the Server Roles page. Check the box next to Remote Desktop Services and click Next.
  3. Click Next until you get to the Role Services page. Check the box next to Remote Desktop Licensing and click Next.
  4. Click Add Features if prompted.
  5. 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 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. Once the local server can be seen in the list, right-click the server and click Activate Server.
  3. In the Welcome to the Activate Server Wizard page, click Next.
  4. In the Connection Method page, click Next.
  5. In the Company Information page, enter the required information and click Next.
  6. All of the fields on the Company Information page are optional so you do not have to enter anything. Click Next.
  7. 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.
  8. In RD Licensing Manager, right-click the server and click Review Configuration.
  9. 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.
  10. Click Continue when prompted that you must have Domain Admins privileges.
  11. Click OK when prompted that the computer account has been added.
  12. Click OK to close the window.

Health Check

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.

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