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Citrix Cloud App Delivery Setup Tools Administration Guide

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<strong>Citrix</strong> <strong>Cloud</strong> <strong>App</strong> <strong>Delivery</strong><br />

<strong>Setup</strong> <strong>Tools</strong> <strong>Administration</strong> <strong>Guide</strong><br />

www.citrix.com


Contents<br />

Introduction ........................................................................................................................................................ 3<br />

Getting Started ................................................................................................................................................... 4<br />

Architectural Diagram ................................................................................................................................... 4<br />

System and Software Requirements ............................................................................................................ 4<br />

Requirements for the Client Computer .................................................................................................. 4<br />

Requirements for Xen<strong>App</strong> Servers ......................................................................................................... 5<br />

Requirements for the Database Server ................................................................................................... 5<br />

Requirements for Access Gateway ......................................................................................................... 6<br />

Requirements for EdgeSight for reporting (Optional)......................................................................... 6<br />

Mapping the Xen<strong>App</strong> DVD image ............................................................................................................. 6<br />

<strong>Citrix</strong> Online Plug-in Transform ............................................................................................................. 6<br />

Web Interface Installation Package ......................................................................................................... 6<br />

Enhanced Desktop Experience <strong>Setup</strong> .................................................................................................... 6<br />

Preparing the Client Computer .................................................................................................................... 7<br />

Step One: Install setup tools .................................................................................................................... 7<br />

Step Two: Configure the Deployment ................................................................................................... 7<br />

Setting up the Farm ....................................................................................................................................... 8<br />

Working with Tenants ....................................................................................................................................... 9<br />

Adding New Tenants to the Farm .............................................................................................................. 9<br />

Removing Tenants from the Farm.............................................................................................................. 9<br />

Adding and Removing Farm Capacity ..................................................................................................... 10<br />

Managing Desktops ......................................................................................................................................... 11<br />

Enabling Windows 7 Look and Feel for Users ....................................................................................... 11<br />

Restricting Access to Allocated Servers ................................................................................................... 11<br />

Usage Reporting ............................................................................................................................................... 13<br />

Helpful hints ..................................................................................................................................................... 14<br />

Page 2


Introduction<br />

The <strong>Citrix</strong> Service Provider program makes it easy to deliver the power of hosted enterprise<br />

applications and desktops to SMBs on a rental, subscription, or services basis. In order to deliver<br />

these services to their customers, partner organizations must have an efficient and reliable method<br />

of deploying <strong>Citrix</strong> Xen<strong>App</strong> farms.<br />

This document explains how <strong>Citrix</strong> Service Providers can use PowerShell scripts to install and<br />

configure Xen<strong>App</strong> farms, add tenants, and manage farm capacity for each tenant.<br />

Page 3


Getting Started<br />

Architectural Diagram<br />

To deploy Xen<strong>App</strong> in a hosted environment, <strong>Citrix</strong> provides setup tools that are comprised of<br />

several PowerShell scripts. The setup tools are designed to deploy the <strong>Citrix</strong> recommended reference<br />

architecture as shown in the figure below. You can learn more about this reference architecture in<br />

the <strong>Citrix</strong> Knowledge Center: http://forums.citrix.com/thread.jspa?threadID=276053&tstart=0.<br />

System and Software Requirements<br />

Figure 1. Reference Architecture Diagram<br />

Prior to running the PowerShell scripts, set up your deployment environment according to the<br />

system requirements for client and server computers.<br />

Requirements for the Client Computer<br />

The client computer connects remotely to servers to install and configure Xen<strong>App</strong>.<br />

� PowerShell 2.0 must be installed<br />

� The user account running the scripts must be a local administrator on all the Xen<strong>App</strong><br />

servers<br />

� The computer must be joined to the same domain as the remote servers<br />

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� If you are creating the farm database automatically, the user account must have permissions<br />

to create the database on the SQL server.<br />

� The user account running the scripts must have permissions to create Active Directory (AD)<br />

objects (e.g., organizational units (OUs), user groups, and Group Policy objects (GPOs)) and<br />

to move machines between the Computers folder and OUs.<br />

Requirements for Xen<strong>App</strong> Servers<br />

Ensure you have the computers necessary to assume the following roles in your deployment:<br />

� Data collector for the Xen<strong>App</strong> farm<br />

� Backup data collector for the Xen<strong>App</strong> farm<br />

� Web Interface server<br />

� Additional machines to be used as Xen<strong>App</strong> servers for adding capacity for a tenant<br />

Each Xen<strong>App</strong> server must have the following components installed:<br />

� Windows Server 2008 R2 operating system must be installed.<br />

� NET Framework 3.5 SP1<br />

� PowerShell execution policy must be set to AllSigned.<br />

� PowerShell remoting enabled. For more information, see the Microsoft TechNet article<br />

“about_Remote_Requirements.”<br />

� The servers must be joined to the same domain as the client machine.<br />

For more information about Xen<strong>App</strong> server requirements, see the topic “System Requirements for<br />

Xen<strong>App</strong> 6 for Windows Server 2008 R2” in <strong>Citrix</strong> eDocs.<br />

Requirements for the Database Server<br />

� SQL Server 2008 or higher must be installed.<br />

� If you are creating a database on SQL Server using the infrastructure setup scripts, ensure<br />

that:<br />

� SQL Server is set up as the default instance.<br />

� SQL PowerShell provider, included with SQL Management Studio, is installed on the<br />

server.<br />

� PowerShell remoting is enabled. For more information, see the Microsoft TechNet<br />

article “about_Remote_Requirements.”<br />

� Windows authentication is configured.<br />

� The user account running the scripts has permissions to create the database.<br />

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� If you are creating database the manually:<br />

� Assign db_owner permissions on the database to the user account for IMA<br />

� Use either Windows authentication or SQL Authentication<br />

Requirements for Access Gateway<br />

For information about requirements for including Access Gateway in your deployment, see the<br />

Access Gateway documentation in <strong>Citrix</strong> eDocs.<br />

Requirements for EdgeSight for reporting (Optional)<br />

For information about requirements for including EdgeSight in your deployment for usage<br />

reporting, see the EdgeSight documentation in <strong>Citrix</strong> eDocs.<br />

Mapping the Xen<strong>App</strong> DVD image<br />

When installing and configuring Xen<strong>App</strong>, the scripts map a drive to the DVD share on the remote<br />

computers. Make sure the DVD share path is accessible from all machines in your deployment<br />

environment.<br />

When using a Xen<strong>App</strong> 6.0 DVD image, you need to patch the DVD image with the following<br />

components:<br />

� <strong>Citrix</strong> Online Plug-in transform<br />

� Updated installation package for Web Interface<br />

� Enhanced Desktop Experience setup files<br />

These changes are not necessary when using a Xen<strong>App</strong> Technical Preview DVD image.<br />

<strong>Citrix</strong> Online Plug-in Transform<br />

1. Download the zip file from this KB article - http://support.citrix.com/article/CTX123761.<br />

2. Extract the .mst transform file to \<strong>Citrix</strong> Receiver and Plugins\Windows\Online<br />

Plug-In.<br />

Web Interface Installation Package<br />

Replace the \Web Interface\WebInterface.exe file with the installation package for<br />

Web Interface 5.4, available as a download from the <strong>Citrix</strong> Web site.<br />

Enhanced Desktop Experience <strong>Setup</strong><br />

If you want to enable the Enhanced Desktop Experience role, copy the<br />

<strong>Citrix</strong><strong>App</strong><strong>Delivery</strong><strong>Setup</strong><strong>Tools</strong>.exe file to the folder.<br />

Page 6


Preparing the Client Computer<br />

Step One: Install setup tools<br />

On the client machine, launch the <strong>Citrix</strong><strong>App</strong><strong>Delivery</strong><strong>Setup</strong><strong>Tools</strong>.exe file. This installs the<br />

infrastructure setup and Enhanced Desktop Experience <strong>Setup</strong> scripts in the<br />

%ProgramFiles%\<strong>Citrix</strong>\<strong>App</strong> <strong>Delivery</strong> <strong>Setup</strong> <strong>Tools</strong> folder. On 64-bit machines the scripts are<br />

located in the %ProgramFiles(x86)%\<strong>Citrix</strong>\<strong>App</strong> <strong>Delivery</strong> <strong>Setup</strong> <strong>Tools</strong> folder.<br />

Step Two: Configure the Deployment<br />

Using the PowerShell command prompt, open the <strong>App</strong> <strong>Delivery</strong> <strong>Setup</strong> <strong>Tools</strong> folder and run Save-<br />

<strong>Setup</strong>Configuration. This creates an XML configuration file with details of the deployment<br />

environment you have prepared.<br />

If no parameters are specified, the configuration file is saved in the %APPDATA%\<strong>Citrix</strong> folder.<br />

You can specify a path for the file by passing in the <strong>Setup</strong>ConfigurationFile parameter to the script.<br />

You can use a network share for saving the configuration file so that you can create multiple<br />

configuration files in one central location to support deploying multiple farms. If you do not use the<br />

default path, you must specify the full path to the file whenever you execute any infrastructure setup<br />

scripts.<br />

Setting up Access Gateway<br />

If you are setting up a test deployment and do not have an Access Gateway server already set up,<br />

you can specify a dummy server name during configuration which you can change later from the<br />

Web Interface Management Console. Internal sites are also created on the Web Interface servers<br />

that are used for testing without Access Gateway. To access the internal sites, open Internet<br />

Explorer and visit http:///<strong>Citrix</strong>/InternalXen<strong>App</strong> or point the online plug-in to<br />

http:///<strong>Citrix</strong>/InternalPNAgent.<br />

If you have Access Gateway set up, provide the server’s fully-qualified domain name (FQDN) for<br />

the configuration file. The Web Interface sites are set up assuming the Access Gateway<br />

authentication service is configured for the default URL of<br />

https:///<strong>Citrix</strong>AuthService/AuthService.asmx. If the authentication service is not<br />

located at the default URL, edit the Web Interface sites after they are created. Click Authentication<br />

Method and update the Authentication service URL path.<br />

Change permissions for Xen<strong>App</strong> tools<br />

In a shared Xen<strong>App</strong> environment in the cloud, you can allow multiple tenant administrators to<br />

access the same Xen<strong>App</strong> farm. Do not add the tenant administrators as local administrators on the<br />

server; instead, configure this role as a custom <strong>Citrix</strong> administrator account with permissions to<br />

manage specific servers and applications.<br />

In this environment, you might want to restrict non-administrators from having execute permissions<br />

on Xen<strong>App</strong> tools. Enable the Change ACLs of Xen<strong>App</strong> <strong>Tools</strong> options during configuration to<br />

remove the execute permissions from user accounts on certain Xen<strong>App</strong> tools.<br />

Page 7


Setting up the Farm<br />

On the client computer, using the PowerShell command prompt, open the <strong>App</strong> <strong>Delivery</strong> <strong>Setup</strong><br />

<strong>Tools</strong> folder and run the Install-CtxFarm script.<br />

The script connects to the target servers using PowerShell remoting to install and configure the<br />

Xen<strong>App</strong> components. After the script finishes, the farm is set up with the following components:<br />

� Data collector<br />

� Backup data collector<br />

� Primary Web Interface site on the Web interface server<br />

� Backup Web Interface site on the backup data collector<br />

Depending on the configuration options chosen for the database, the script creates a new database<br />

for the farm or uses an existing database.<br />

Re-deploying an existing farm can cause the farm database to be corrupted. To avoid this, the<br />

configuration file is updated after the farm has been successfully deployed to prevent further editing<br />

with Save-<strong>Setup</strong>Config or re-creating the farm database with Install-CtxFarm. If you want to specify<br />

a new configuration file with the same name, you must include the overwrite flag for the Save-<br />

<strong>Setup</strong>Configuration script.<br />

After farm setup is complete, you can begin hosting multiple tenants.<br />

Page 8


Working with Tenants<br />

Adding New Tenants to the Farm<br />

Before a new tenant joins the farm, you create the tenant’s AD objects. This allows multiple tenants<br />

to exist in the same farm but with their own set of Xen<strong>App</strong> servers. These AD objects include, at a<br />

minimum, a user group for the tenant’s users and an OU for the Xen<strong>App</strong> servers that are allocated<br />

to the tenant.<br />

You can create the AD structure required for the tenant by running the Register-Tenant script.<br />

This script creates the objects for the tenant if they do not already exist and adds the tenant’s worker<br />

group to the farm. The script offers some flexibility in creating the AD structure, though the easiest<br />

approach may be to specify the Tenant parameter only. The AD structure is then created directly<br />

under the domain root.<br />

To run the script with advanced options such as User OU and Computer OU, refer to the included<br />

help. To access the help, use a PowerShell command prompt to open the <strong>App</strong> <strong>Delivery</strong> <strong>Setup</strong> <strong>Tools</strong><br />

folder and enter Get-Help .\Register-Tenant.ps1.<br />

After the tenant is registered, you can publish any required applications or desktops. When<br />

publishing these resources, use the tenant’s user group and worker group to make managing these<br />

resources easier. Optionally, you can specify the PublishDesktop parameter during tenant<br />

registration to publish a default desktop that is available for the tenant’s user group on the tenant’s<br />

worker group.<br />

In addition to publishing resources in the Xen<strong>App</strong> farm, you will have to manage the tenant’s user<br />

accounts. When creating these user accounts, remember to add them to the tenant’s user group that<br />

was created during registration.<br />

After the tenant is registered, you will need to add capacity for the tenant before they can access<br />

published resources in the farm.<br />

Removing Tenants from the Farm<br />

To remove any tenants from the farm, you need to undo the actions that were performed during the<br />

tenant registration, including deleting the tenant’s worker group(s) from the farm and user group<br />

from Active Directory.<br />

Note: Before removing a tenant, be sure to remove all capacity that has been allocated.<br />

You can clean up the tenant objects by running the Unregister-Tenant script. As with the Register-<br />

Tenant script, there is some flexibility when running this script and the available options can be<br />

viewed in the help included with the script.<br />

Page 9


If the Tenant parameter is used with the Unregister-Tenant script, all objects in Active Directory are<br />

deleted. However, if the OU parameter is used, then only the user group is deleted from Active<br />

Directory.<br />

To clean up the worker group, the script evaluates all worker groups in the farm and removes any<br />

references to the tenant’s Computer OU. If the worker group is empty after removing this reference,<br />

the script deletes it from the farm.<br />

This script does not affect any of the tenant’s published applications or desktops, so you will have to<br />

delete them manually, if necessary.<br />

Adding and Removing Farm Capacity<br />

Farm capacity is defined as the number of Xen<strong>App</strong> servers that are available for a specific tenant.<br />

You may occasionally need to change the capacity allocated for a tenant; for example, when the<br />

tenant initially joins the farm. To perform capacity changes, use the Add-CtxFarmCapacity or<br />

Remove-CtxFarmCapacity scripts.<br />

Before you can add capacity for a tenant, the tenant must be registered and the Active Directory and<br />

farm objects must be created. The Add-CtxFarmCapacity script uses a list of servers and the tenant’s<br />

AD information as parameters and installs and configures Xen<strong>App</strong> on these servers. After the<br />

servers are configured and joined to the farm, they are moved into the tenant’s Computer OU so<br />

that they are automatically included in the tenant’s worker group that was created during registration.<br />

The servers may not be listed immediately in the worker group and Active Directory<br />

synchronization must occur before the servers are recognized as being part of the OU. When adding<br />

capacity, you can optionally enable the Enhanced Desktop Experience feature. This feature enables<br />

the servers to provide the Windows 7 look and feel in user sessions.<br />

If you need to reduce the number of servers allocated for a tenant, you can run the Remove-<br />

CtxFarmCapacity script with a list of the Xen<strong>App</strong> servers to remove. To reduce the capacity, the<br />

script removes the servers from the farm while leaving Xen<strong>App</strong> installed and moves the servers<br />

back to the Computers folder in Active Directory. After removing the server from the tenant’s farm,<br />

the server can be reallocated to other tenants. However, if the server previously had the Enhanced<br />

Desktop Experience feature enabled, the feature is not disabled or removed when the server is<br />

added back to a farm.<br />

Note: Before removing a tenant, be sure to remove all capacity that has been allocated.<br />

Page 10


Managing Desktops<br />

To manage and configure restrictions within published desktops, use the New-<br />

CtxManagedDesktopGPO script. This creates three user GPOs – CtxStartMenuTaskbarUser,<br />

CtxPersonalizableUser, CtxRestrictedUser – and one computer GPO – CtxRestrictedComputer.<br />

After these GPOs are created in Active Directory, link the user GPOs to the desired user accounts<br />

and the computer GPO to the Xen<strong>App</strong> servers. Be aware that simply applying these policies is not<br />

enough to deliver a secure, locked-down desktop. You still need to follow your organization’s<br />

security best practices for ensuring the servers and the desktops they deliver are protected.<br />

View the detailed settings that are configured in each of the GPOs using the Group Policy<br />

Management Console.<br />

Enabling Windows 7 Look and Feel for Users<br />

<strong>App</strong>ly the CtxStartMenuTaskbarUser GPO to the tenant’s user accounts to enable the Windows 7<br />

look and feel on the published desktop.<br />

The GPO includes a PowerShell script that is executed on the user’s first login to the server. For the<br />

script to execute correctly, the PowerShell execution policy on the server must be set to AllSigned<br />

(see “Requirements for Xen<strong>App</strong> Servers” on page 5) and the Enhanced Desktop Experience feature<br />

must be installed and configured on the Xen<strong>App</strong> server.<br />

The CtxStartMenuTaskbarUser GPO changes the pinned shortcuts on the Taskbar and set up the<br />

user’s Start menu to match a Windows 7 environment.<br />

Restricting Access to Allocated Servers<br />

<strong>App</strong>ly the CtxRestrictedComputer GPO to configure certain restrictions on the Xen<strong>App</strong> servers<br />

allocated for the tenant. This GPO restricts users from accessing Windows update or removable<br />

server drives.<br />

<strong>App</strong>ly the CtxPersonalizableUser GPO to configure the user account that is accessing the Xen<strong>App</strong><br />

server. This GPO configures Windows policies to limit the available Control Panel applets and<br />

restrict users from installing programs, viewing properties, scheduling tasks, or shutting down the<br />

server. The CtxPersonalizableUser GPO requires the Enhanced Desktop Experience feature to be<br />

configured correctly so that it can set the user’s theme to the NewBasic theme file that was created<br />

during the server configuration.<br />

The CtxRestrictedUser GPO includes most of the policies from the CtxPersonalizableUser GPO<br />

and also restricts the user from personalizing their desktop by configuring the Desktop wallpaper<br />

policy and by not allowing users to modify settings for the Start menu and Taskbar.<br />

When configuring the user session, apply either the CtxPersonalizableUser or CtxRestrictedUser<br />

GPO to the user account. Some Microsoft Hotfixes may be required to get all policies to work<br />

correctly. For more information, see the help included with the New-CtxManagedGPO script.<br />

Page 11


To see a complete list of the settings, view the GPO in the Group Policy Management Console.<br />

Page 12


Usage Reporting<br />

A set of EdgeSight reports is available for easier tracking of users in a cloud environment. For more<br />

information on accessing and using these reports, refer to the article “<strong>Citrix</strong> Service Providers <strong>Guide</strong><br />

to Using <strong>Citrix</strong> EdgeSight.” This resource is included in the <strong>Citrix</strong> Service Provider Toolkit, available<br />

from the <strong>Citrix</strong> Web site. .<br />

Page 13


Helpful hints<br />

Use the following tips for managing or troubleshooting your Xen<strong>App</strong> farm;<br />

� Do not edit the setup and configuration scripts directly. Instead, copy the scripts to a<br />

separate directory and make your changes.<br />

� The farm setup and capacity management scripts assume the servers are joined to the same<br />

domain and are accessible through PowerShell remoting. The scripts do not provision any<br />

machines automatically.<br />

� The farm configuration scripts restart the servers to join the farm. Do not use any VMs that<br />

will lose changes when restarting occurs.<br />

� Enabling the Enhanced Desktop Experience feature may degrade the performance and<br />

lower the user density on the server.<br />

� If the user has an existing profile, some of the GPO settings may not apply correctly.<br />

� To install the Enhanced Desktop Experience setup scripts only, run the<br />

<strong>Citrix</strong><strong>App</strong><strong>Delivery</strong><strong>Setup</strong><strong>Tools</strong>.exe file with the ADDLOCAL=“EnhancedDesktop<strong>Setup</strong>”<br />

parameter.<br />

� To install the Infrastructure <strong>Setup</strong> scripts only, run the <strong>Citrix</strong><strong>App</strong><strong>Delivery</strong><strong>Setup</strong><strong>Tools</strong>.exe file<br />

with the ADDLOCAL=“Infrastructure<strong>Setup</strong>” parameter.<br />

Page 14

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