Administrator’s Guide Citrix MetaFrame XP ® Application Server for Windows Version 1.0, Feature Release 1 Citrix Systems, Inc. ™ Copyright and Trademark Notice Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Citrix Systems, Inc. Copyright © 2001 Citrix Systems, Inc. All rights reserved. Citrix, ICA (Independent Computing Architecture), and WinFrame are registered trademarks, and Citrix Solutions Network, MetaFrame, MetaFrame XP, NFuse, Program Neighborhood, and SpeedScreen are trademarks of Citrix Systems, Inc. in the United States and other countries. RSA Encryption © 1996-1997 RSA Security Inc., All Rights Reserved. Document Code rcd.2f.20010823 Trademark Acknowledgements Adobe, Acrobat, and PostScript are trademarks or registered trademarks of Adobe Systems Incorporated in the U.S. and/or other countries. Apple, LaserWriter, Mac, Macintosh, Mac OS, and Power Mac are registered trademarks or trademarks of Apple Computer Inc. Java, Sun, and SunOS are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries. Solaris is a registered trademark of Sun Microsystems, Inc. Sun Microsystems, Inc has not tested or approved this product. PowerPC is a trademark of International Business Machines Corp. Microsoft, MS-DOS, Windows, Windows NT, Win32, Outlook, ActiveX, and Active Directory are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries. Novell Directory Services, NDS, and NetWare are registered trademarks of Novell, Inc. in the United States and other countries. Novell Client is a trademark of Novell, Inc. Netscape and Netscape Navigator are registered trademarks of Netscape Communications Corp. in the U.S. and other countries. UNIX is a registered trademark of The Open Group. All other trademarks and registered trademarks are the property of their owners. Contents Chapter 1 Welcome MetaFrame XP Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Using PDF Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Documentation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Using Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Reader Comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Finding Information About Windows Servers. . . . . . . . . . . . . . . . . . . . . . . . . . 16 Citrix on the World Wide Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Chapter 2 Introduction to MetaFrame XP Overview of Server-Based Computing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Components of Citrix Server-Based Computing . . . . . . . . . . . . . . . . . . . . . . . . 20 Advantages of ICA and MetaFrame XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Independent Computing Architecture and ICA Clients . . . . . . . . . . . . . . . . . . . . . 21 Citrix ICA Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 ICA Features for Client Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Overview of Citrix Server Farms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Independent Management Architecture (IMA) . . . . . . . . . . . . . . . . . . . . . . . . . 25 Citrix Management Console and Web Console. . . . . . . . . . . . . . . . . . . . . . . . . 26 Citrix NFuse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Advanced Management Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Features of MetaFrame XP for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Application Server Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Citrix ICA Client Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 New Features in MetaFrame XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 New Features in Feature Release 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 4 MetaFrame XP Administrator’s Guide Chapter 3 Planning to Deploy MetaFrame XP System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 System Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 System Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Sizing Systems for MetaFrame XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Choosing a Database for the Data Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 System Sizing for the Data Store Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Data Store Database Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Network Configuration and Account Authority Issues. . . . . . . . . . . . . . . . . . . . . . 50 General Configuration Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Recommendations for Active Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 User Access to Applications and Printers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Active Directory Security Model and Restrictions . . . . . . . . . . . . . . . . . . . . . . 53 Configuring Citrix Administrator Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Planning for Client and Server Communications . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Linking ICA Clients and MetaFrame XP Servers . . . . . . . . . . . . . . . . . . . . . . . 59 Configuring ICA Browsing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Communicating with the Citrix XML Service. . . . . . . . . . . . . . . . . . . . . . . . . . 63 Using DNS Address Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Configuring Network Firewalls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Server Farm Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 ICA Browsers and MetaFrame 1.8 Interoperability. . . . . . . . . . . . . . . . . . . . . . 70 Changing Server Drive Letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Configuring Session Shadowing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Interoperability with MetaFrame 1.8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Configuring MetaFrame XP for Mixed Mode Operation . . . . . . . . . . . . . . . . . 76 Pooling License Counts in Mixed Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Using MetaFrame XP Tools in Mixed Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Contents Chapter 4 5 Installing MetaFrame XP Creating the Data Store with SQL Server or Oracle . . . . . . . . . . . . . . . . . . . . . . . . 82 Authenticating to the Data Store During Setup . . . . . . . . . . . . . . . . . . . . . . . . . 82 Starting MetaFrame XP Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Choosing Options During Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Data Store Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Configuring Network ICA Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Configuring Asynchronous ICA Connections . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Installing ICA Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Entering Licenses and Product Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Installing Citrix NFuse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Migrating Citrix Servers to MetaFrame XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Supported Migration Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Changing the Citrix XML Service Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Setting Up Citrix SSL Relay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Obtaining a Server Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Changing the SSL Relay Port. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Installing a Server Certificate in the SSL Relay. . . . . . . . . . . . . . . . . . . . . . . . 100 Unattended Setup of MetaFrame XP Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Cloning a MetaFrame XP Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Uninstalling MetaFrame XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 Installing Citrix Management Console on Other Computers . . . . . . . . . . . . . . . . 104 Chapter 5 Deploying Feature Release 1 and Service Pack 1 Installing Feature Release 1 or Service Pack 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Choosing Installation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Updating MetaFrame XPe Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Updating Citrix Management Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Backing Up Files Before Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Viewing Updated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Installing Citrix Web Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Using the Installation Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Downloading and Installing a Service Pack. . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Updating ICA Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Installing with the Unattended Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Uninstalling Feature Release 1 or Service Pack 1 . . . . . . . . . . . . . . . . . . . . . . 114 Setting the Feature Release Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 6 MetaFrame XP Administrator’s Guide Chapter 6 Configuring MetaFrame XP Servers and Farms Management Tools for MetaFrame XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Overview of MetaFrame XP Management Tools . . . . . . . . . . . . . . . . . . . . . . 118 The ICA Administrator Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Citrix Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Using Citrix Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Data Displayed in Citrix Management Console. . . . . . . . . . . . . . . . . . . . . . . . 124 Controlling Access to Management Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 Supporting Novell Directory Service Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Setting up Support for NDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Configuring Printer Autocreation in NDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Configuring MetaFrame XP Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Properties of MetaFrame XP Server Farms . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Using the Farm Properties Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Configuring MetaFrame XP Server Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Using the Server Properties Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Configuring Zones and Data Collectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139 Functions of Data Collectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140 Configuring Latency Reduction for ICA Clients . . . . . . . . . . . . . . . . . . . . . . . . . 142 Deploying SpeedScreen Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Contents Chapter 7 7 Licensing MetaFrame XP Overview of Citrix Licensing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Summary of the Licensing Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Types of MetaFrame XP Licenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Product Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Connection Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Migrating Licenses from Other Citrix Products. . . . . . . . . . . . . . . . . . . . . . . . 149 Upgrading Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Understanding Citrix Licensing Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Product Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Serial Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 License Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 License Activation Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Managing and Monitoring Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Adding Licenses to Server Farms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Activating Licenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 License Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Managing License Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Pooling License Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Assigning License Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Removing Licenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Client Device Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Licensing Requirements for Feature Release 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Activating Feature Release 1 Licenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 Viewing Feature Release License Information . . . . . . . . . . . . . . . . . . . . . . . . 165 8 MetaFrame XP Administrator’s Guide Chapter 8 Configuring ICA Connections Overview of ICA Connections and Sessions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Setting Up ICA Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Using Citrix Connection Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Adding ICA Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Adding Asynchronous ICA Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Configuring Session Settings for ICA Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 Precedence of Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Configuring ICA Connection Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Configuring Modem Callback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 Configuring Direct Cable Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Configuring Advanced ICA Connection Options . . . . . . . . . . . . . . . . . . . . . . 181 Restricting Connections to Published Applications. . . . . . . . . . . . . . . . . . . . . 182 Configuring ICA Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182 Using Shadowing to Monitor ICA Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Enabling Shadowing on a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Configuring ICA Connections for Shadowing. . . . . . . . . . . . . . . . . . . . . . . . . 183 Configuring ICA Audio Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 Configuring Client Device Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186 Options for Client Device Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Client Drive Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Client Printer Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 Client Serial Port Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Client Audio Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Contents Chapter 9 9 Deploying ICA Clients to Users Choosing a Deployment Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Delivering Applications to Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 Determining the Scope of ICA Client Deployment . . . . . . . . . . . . . . . . . . . . . 194 Using the ICA Client CD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195 Pass-Through ICA Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195 ICA Client Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Deploying the ICA Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Using Installer Packages for Client Deployment . . . . . . . . . . . . . . . . . . . . . . . 196 Web-Based Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Deploying ICA Clients Over a Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Deploying ICA Clients Using Diskettes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Updating the ICA Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 The ICA Client Update Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 Configuring the Client Update Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 Using the Client Update Configuration Utility . . . . . . . . . . . . . . . . . . . . . . . . 204 Creating a New Client Update Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Specifying a Default Client Update Database . . . . . . . . . . . . . . . . . . . . . . . . . 205 Configuring Default Client Update Options . . . . . . . . . . . . . . . . . . . . . . . . . . 206 Adding ICA Clients to the Client Update Database. . . . . . . . . . . . . . . . . . . . . 208 Removing an ICA Client From the Client Update Database. . . . . . . . . . . . . . 212 Changing the Properties of an ICA Client in the Database . . . . . . . . . . . . . . . 213 ICA Client Deployment Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 Manufacturing Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 Regional Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Application Service Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Insurance Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 10 MetaFrame XP Administrator’s Guide Chapter 10 Publishing Applications and Content Introduction to Publishing Applications and Content . . . . . . . . . . . . . . . . . . . . . . 221 User Access to Published Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 Using Program Neighborhood . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 Administrative Control of Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224 Types of Applications You Can Publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 Using Published Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226 Configuring User Access to Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227 Procedures for Publishing Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228 Creating an ICA File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 Creating an HTML File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 Removing Published Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 Passing Parameters to Published Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 Configuring a File Type Association . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 Setting CPU Priority Levels for Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231 Licensing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 Assigning CPU Priority Levels to Applications . . . . . . . . . . . . . . . . . . . . . . . 233 Publishing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234 Understanding Methods of Publishing Content . . . . . . . . . . . . . . . . . . . . . . . . 235 Publishing Content on MetaFrame XP Servers . . . . . . . . . . . . . . . . . . . . . . . . 236 Chapter 11 Managing Users and ICA Sessions Controlling Logons by ICA Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239 Controlling User Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240 Limiting Total Connections in a Server Farm . . . . . . . . . . . . . . . . . . . . . . . . . 241 Limiting Application Instances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242 Configuring Connection Control Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 Logging Connection Control Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244 Monitoring and Managing ICA Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245 Viewing Information About ICA Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . 246 Using Session Management Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247 Reconnecting ICA Sessions Automatically. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250 How Automatic Reconnection Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251 Configuring Reconnection Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252 Setting Up ICA Connections for Auto Reconnect . . . . . . . . . . . . . . . . . . . . . . 253 Logging Reconnection Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255 Shadowing ICA Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255 Monitoring Performance of Sessions and Servers. . . . . . . . . . . . . . . . . . . . . . . . . 257 Contents Chapter 12 11 Managing Printers for ICA Clients Overview of Printing with MetaFrame XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261 Configuration of Printing Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262 Client Printing in ICA Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263 Printing Configuration Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263 Printer Management Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265 Using the Printer Management Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266 Using the Servers Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269 Setting Up Network Printers for ICA Client Users . . . . . . . . . . . . . . . . . . . . . . . . 270 Installing and Replicating Printer Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271 Setting Up Automatic Replication of Printer Drivers . . . . . . . . . . . . . . . . . . . 271 Mapping Printer Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272 Managing Drivers for Client Printers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272 Autocreation of Client Printers for DOS and WinCE . . . . . . . . . . . . . . . . . . . . . . 273 ICA Client Settings for Printer Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274 Using the Citrix Universal Print Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 Client Printing with the Universal Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 Configuring the Universal Driver for Client Printing . . . . . . . . . . . . . . . . . . . 277 Limiting Printing Bandwidth in ICA Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . 279 Appendix A MetaFrame XP Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281 ACRCFG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282 ALTADDR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285 APP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287 AUDITLOG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290 CHANGE CLIENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292 CHFARM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296 CLICENSE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297 CLTPRINT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300 CTXXMLSS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301 DSMAINT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302 ICAPORT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306 QUERY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307 TWCONFIG. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316 Appendix B Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327 CHAPTER 1 Welcome Welcome to server-based computing with Citrix MetaFrame XP application server software. MetaFrame XP is the server-based computing solution for organizations and large enterprises. MetaFrame XP provides integrated management capabilities for system administrators, along with ease of use and productivity enhancements for end-users who access applications on MetaFrame XP servers using Citrix ICA Clients. This chapter describes the documentation provided with MetaFrame XP and additional resources for you to find more information about MetaFrame XP and related Citrix products. Important Before you install MetaFrame XP, read MetaFrame_XP_Readme.txt, which is in the root directory of the MetaFrame XP CD-ROM. This file contains important information, including documentation updates and corrections. Before you install Feature Release 1 or Service Pack 1, read Sp1-fr1_readme.txt, which is in the root directory of the Feature Release 1-Service Pack 1 CD-ROM. For installation instructions and information on new features, see “Deploying Feature Release 1 and Service Pack 1” on page 105. Citrix provides a variety of information resources online, including a complete product documentation library, documentation updates, and technical articles on the Citrix Web site at http://www.citrix.com. For more information, see “Citrix on the World Wide Web” on page 17. 14 MetaFrame XP Administrator’s Guide MetaFrame XP Documentation The Citrix MetaFrame XP documentation includes electronic manuals and online application help. The documentation included with MetaFrame XP is available in the DOC directory on the MetaFrame XP CD-ROM. Documentation for ICA Client software is available on the ICA Client CD-ROM. Documentation for additional management tools and features that are included with MetaFrame XPe are on the CD-ROMs that are included in the product package. Updated versions of this documentation are in the Docs directory on the Feature Release 1 CD-ROM. Documentation for Feature Release 1 and Service Pack 1 is in the Docs directory on the Feature Release 1 CD-ROM. Information on installing Feature Release 1 or Service Pack 1 and information about new features is included in this manual. See “Installing Feature Release 1 or Service Pack 1” on page 105 and “New Features in Feature Release 1” on page 35. Important additional documentation for Citrix products is available from the Product Documentation page in the Support area of the Citrix Web site at www.citrix.com/support. For example, the Advanced Concepts guide for MetaFrame XP is a manual that provides system sizing, deployment, configuration, optimization, and troubleshooting information, which supplements the Administrator’s Guide for MetaFrame XP. On a MetaFrame XP server, documentation is installed in a Documentation folder. You can display the contents of this folder by choosing Programs > Citrix > Documentation from the Start menu. The following documentation is included with MetaFrame XP in Adobe PDF format: • This manual, the MetaFrame XP Administrator’s Guide, provides conceptual information and procedures for system administrators who install, configure, and maintain MetaFrame XP for Windows. To get the most out of the guide, review the table of contents to familiarize yourself with the topics included in the book. • The MetaFrame_XP_Readme.txt file contains last minute updates, corrections to the documentation, and a list of known problems. This file is in the root directory of the MetaFrame XP CD-ROM. • The Citrix NFuse Administrator’s Guide tells administrators how to install, configure, and customize NFuse. • The Citrix ICA Client Administrator’s Guides provide instructions for system administrators who deploy ICA Clients to end-users on various computing platforms. Chapter 1 Welcome 15 This manual is available in the following locations: • In the \Doc directory of your MetaFrame XP CD-ROM • Installed into the Documentation folder of your MetaFrame XP server. From the Start menu, choose Programs > Citrix > Documentation. • On the Citrix Web site at http://www.citrix.com/support; select the Product Documentation tab. You can check the Product Documentation area of the Web site at any time for the latest updates to Citrix technical manuals. Any updates to this manual published after the release of this product will be posted there. Using PDF Documentation To access the Citrix documentation that is provided in PDF files, use Adobe Acrobat Reader 4 or later. Acrobat Reader lets you view, search, and print the documentation. You can download Acrobat Reader for free from Adobe System’s Web site (http:// www.adobe.com). The self-extracting file includes installation instructions. Documentation Conventions MetaFrame XP documentation uses the following typographic conventions for menus, commands, keyboard keys, and items in the program interface: Convention Meaning Boldface Commands, names of interface items such as text boxes and option buttons, and user input. Italics Placeholders for information or parameters that you provide. For example, filename in a procedure means you type the actual name of a file. Italics also are used for new terms and the titles of books. UPPERCASE Keyboard keys, such as CTRL for the Control key and F2 for the function key that is labeled F2. Monospace Text displayed at a command prompt or in a text file. %SystemRoot% The Windows system directory, which can be WTSRV, WINNT, WINDOWS, or other name specified when Windows is installed. { braces } A series of items, one of which is required in command statements. For example, { yes | no } means you must type yes or no. Do not type the braces themselves. [ brackets ] Optional items in command statements. For example, [/ping] means that you can type /ping with the command. Do not type the brackets themselves. 16 MetaFrame XP Administrator’s Guide Convention Meaning | (vertical bar) A separator between items in braces or brackets in command statements. For example, { /hold | /release | /delete } means you type /hold or /release or /delete. … (ellipsis) You can repeat the previous item or items in command statements. For example, /route:devicename[,…] means you can type additional devicenames separated by commas. X Step-by-step procedural instructions Using Online Help Online help is available for the Citrix Management Console and the other tools that are included with MetaFrame XP. You can access online help from the Help menu of each program; the program must be running for you to view its online help. You can use shortcuts to launch MetaFrame XP utilities and the Citrix Management Console. Shortcut icons are located in the MetaFrame XP folder. To open this folder, click the Start menu and choose Programs > Citrix > MetaFrame XP. Online help for the Citrix Management Console is in JavaHelp format and requires the Java Run-Time Environment (JRE), which MetaFrame XP installs by default on the server. Online help for server utilities and the Windows ICA Clients is in WinHelp format, which is available by default on all Windows systems. Online help for other ICA Clients uses standard help formats for their platforms. Citrix ICA Client software for all platforms includes online help for using applications and configuration settings. Help is available from Help menus or Help buttons in the ICA Clients. Reader Comments We strive to provide accurate, clear, complete, and usable documentation for Citrix products. If you have any comments, corrections, or suggestions for improving our documentation, we want to hear from you. You can send e-mail to the documentation authors at [email protected] Please include the product name and version number, and the title of the document in your message. Finding Information About Windows Servers Most compatibility guidelines for Windows NT Server 4.0, Terminal Server Edition, and Windows 2000 Servers can be applied to Citrix MetaFrame XP because MetaFrame XP is designed to run with these products. Chapter 1 Welcome 17 For example, MetaFrame XP supports the deployment of Win32, Win16, DOS, OS/ 2 1.x (text only), and POSIX applications. The ICA technology included in MetaFrame XP extends the capabilities of Windows servers and, in some cases, requires additional setup and configuration for best application performance. • For Windows 2000, information on application compatibility and deployment issues is available at the Microsoft Web site at http://www.microsoft.com/Windows2000 • For Windows NT 4.0, Terminal Server Edition, information on application compatibility and deployment issues is available at http://www.microsoft.com/ntserver For instructions on installing and using Windows servers, see the Microsoft documentation included in your Windows package and the Microsoft Web site (http://www.microsoft.com). Citrix on the World Wide Web The Citrix Web site is at http://www.citrix.com. The site offers a variety of information and services for Citrix customers and users. From the Citrix home page, you can access Citrix technical support services and other information designed to assist MetaFrame XP administrators. The following are some of the resources available on the Citrix Web site: Citrix Product Documentation Library. The library, which contains the latest documentation for all Citrix products, is at http://www.citrix.com/support (select Product Documentation). You can download updated editions of the documentation that ships with Citrix products, as well as supplemental documentation that is available only on the Web site. Citrix ICA Clients. Downloadable Citrix ICA Clients for all supported platforms are available from http://www.citrix.com/download. Support options. Program information on Citrix Preferred Support Services options is available from the Support area of the Citrix Web site at http://www.citrix.com/ support. Software downloads. An FTP server provides access to the latest service packs, hotfixes, utilities, and product literature for download. Online knowledgebase. The online Solution Knowledge Base contains an extensive collection of application notes, technical articles, troubleshooting tips, and white papers. 18 MetaFrame XP Administrator’s Guide Discussion forums. The interactive online Solution Forums provide outlets for discussion of technical issues with other Citrix users. FAQs. Frequently Asked Questions (FAQ) pages provide answers to common technical and troubleshooting questions. Education. Information about programs and courseware for Citrix training and certifications is available from http://www.citrix.com/training/. Contact information. The Web site provides contact information for Citrix offices, including the worldwide headquarters and headquarters for European, Asia Pacific, and Japan operations. Developer network. The Citrix Developer Network (CDN) is at http:// www.citrix.com/cdn. This new, open-enrollment membership program provides access to developer toolkits, technical information, and test programs for software and hardware vendors, system integrators, ICA licensees, and corporate IT developers who incorporate Citrix computing solutions into their products. SDKs. The Citrix Server Software Development Kit (SDK) is available for free from www.citrix.com/cdn. Most of the operations that you can perform through Citrix GUI tools can be scripted by using the Citrix Server SDK. The SDK also lets programmers customize most aspects of MetaFrame XP. CHAPTER 2 Introduction to MetaFrame XP This chapter introduces MetaFrame XP and Citrix server-based computing. The product information and concepts in this chapter can help you plan for deployment of Citrix server-based computing. This chapter includes the following topics: • Overview of Server-Based Computing, page 19 • Independent Computing Architecture and ICA Clients, page 21 • Overview of Citrix Server Farms, page 25 • Features of MetaFrame XP for Windows, page 30 Overview of Server-Based Computing Heterogeneous computing environments are a fact of life in the enterprise today. Computing infrastructures typically are built around incompatible parts, including an installed base of various client devices (PCs, terminals, network computers, portables), different operating systems, multiple network protocols, and various types of network connections. Regardless of differences in computing environments, enterprises need to make applications available to all of their users. MetaFrame XP can bridge differences in computing environments. MetaFrame XP allows organizations to keep their desktops of choice and provide the best application fit for users and the enterprise. Citrix MetaFrame XP application servers and Independent Computing Architecture (ICA) Client software are designed to meet the needs of all types of businesses, including large enterprises and application service providers (ASPs) whose customers require robust, easily managed, and cost-effective delivery of Windows applications to a variety of client devices. 20 MetaFrame XP Administrator’s Guide Sever-based computing is a logical, efficient paradigm for today’s networking environments. Server-based computing helps organizations simplify application deployment and administration, and thereby reduce the total cost of ownership of their application services. Components of Citrix Server-Based Computing The components and technologies that enable Citrix server-based computing include MetaFrame XP application servers, ICA Client software, the ICA protocol, and Independent Management Architecture (IMA), the foundation layer that unifies Citrix server-based computing solutions. Citrix server-based computing is built on several key components: Multiuser operating system. Server-based computing requires an operating system that allows multiple concurrent users to log on and run applications in separate, protected sessions on a single server. MetaFrame XP runs on Windows NT Server 4.0, Terminal Server Edition, and Windows 2000 Servers (Server, Advanced Server, or Datacenter Server). In these server operating systems, MultiWin technology licensed from Citrix provides the multiuser capabilities. MetaFrame XP server software. MetaFrame XP is the application server component of Citrix’s server-based computing solutions. The MetaFrame XP product incorporates Citrix’s ICA protocol. The ICA protocol separates an application’s logic from its user interface, so that only keystrokes, mouse clicks, and screen updates (with required data such as sound) are sent across the network. Citrix ICA Clients. End users access applications running on MetaFrame XP servers using ICA Client software installed on their client devices. ICA lets virtually any type of client device access applications over any type of network connection, including LAN, WAN, dial-up, and direct asynchronous connections. Because ICA does not download applications to client devices (as in the Network Computing architecture), application performance is not limited by bandwidth or device performance. See “Independent Computing Architecture and ICA Clients” on page 21 for more information. Advantages of ICA and MetaFrame XP The ICA protocol developed by Citrix supports all types of hardware, operating platforms, network connections, and network protocols. ICA lets organizations deliver a common set of applications to users with better performance than alternative technologies. Because MetaFrame XP centralizes application delivery and management, it simplifies administration and unifies the enterprise computing environment. Chapter 2 Introduction to MetaFrame XP 21 Citrix technologies and MetaFrame XP deliver the following benefits for application deployment throughout the enterprise: Seamless Desktop integration. MetaFrame XP provides a familiar user experience because it enables complete access to local system resources, such as 16-bit stereo audio, local drives, COM ports, local printers, and the Windows Clipboard. Applications look, feel, and perform as though they are running locally, even though applications run remotely on the MetaFrame XP server. Users need no additional training because they continue working in their familiar personal computing environments. Printer management features in Citrix Management Console simplify printer configuration, providing users with more flexibility and access to local printers. The business recovery feature in ICA Client software provides reliable backup connections to ensure users have consistent access to published applications. Support for client devices. MetaFrame XP extends Windows applications to virtually any client device and platform, including all Windows platforms (Windows 3.1, Windows for Workgroups 3.11, Windows 95, Windows 98, Windows Me, Windows 2000, and Windows CE) as well as non-Windows client platforms, including DOS, UNIX, Linux, OS/2 Warp, Macintosh, and Java. Universal network connectivity. Users can connect to networked MetaFrame XP servers through standard telephone lines, WAN links, broadband connections, wireless and CDPD connections, and the Internet. The unique bandwidthconserving nature of the Citrix ICA protocol makes it an efficient solution for any network type. MetaFrame XP supports ICA connections over TCP/IP, IPX/SPX, NetBIOS, SLIP/ PPP, and asynchronous protocols. The Citrix ICA protocol is optimized for lowspeed connections (28.8 Kbps is the recommended minimum speed). Dial-in async support eliminates the need to configure a RAS server or RAS connection for client computers. Independent Computing Architecture and ICA Clients MetaFrame XP provides server-based computing to local and remote users through the Independent Computing Architecture (ICA) developed by Citrix. ICA is the foundation of Citrix server-based computing with MetaFrame XP and ICA Client software. In simplified terms, the ICA protocol transports an application’s screens from a MetaFrame XP server to ICA Client users, and returns the users’ input to the application on the server. 22 MetaFrame XP Administrator’s Guide As an application runs on a MetaFrame XP server, MetaFrame XP intercepts the application’s display data and uses the ICA protocol to send this data (on standard network protocols) to the ICA Client software running on the user’s client device. When the user types on the keyboard or moves and clicks the mouse, the ICA Client sends this data to the application on the MetaFrame XP server. The Citrix ICA protocol provides advanced capabilities and enhanced performance with Windows terminal services. ICA delivers high performance on high- and lowbandwidth connections. It requires minimal client workstation capabilities, and includes error detection and recovery, encryption, and data compression. Citrix ICA Clients Citrix ICA Client software lets users connect to Citrix servers (MetaFrame XP, MetaFrame, and WINFRAME) and access applications. The ICA Client extends the reach of Windows, Java and UNIX-based applications to virtually any client platform or device, including: 286, 386, 486 and Pentium-based PCs, Windowsbased terminals, network computers, wireless devices, ICA-based information appliances, RISC-based systems, PowerPCs, UNIX based computers, and X-based devices. ICA clients are available for Windows, Macintosh, UNIX, Linux, EPOC, Windows CE, DOS, and Java operating systems, as well as Web browsers that use the ActiveX control or Netscape plug-in. For detailed instructions on installing and configuring Citrix ICA Clients, refer to the Citrix ICA Client Administrator’s Guides for the clients you plan to deploy. ICA Client Platforms Citrix continually updates its ICA Clients to support varied client computing platforms and operating system versions. For specific requirements and version information, see the ICA Client Administrator’s Guide for your client platforms. The MetaFrame XP product package includes a CD-ROM containing current versions of all ICA Clients at the time of the server release. The Feature Release 1 package includes a CD-ROM with current versions of all ICA Clients at the time of the feature release. Please visit the Citrix Web site download area at http://www.citrix.com/download for information on new and updated ICA Clients. The ICA Client supports the following computing platforms: Windows 32-bit. The ICA Win32 Client supports client devices running Windows 9x, Windows NT 3.51, Windows NT 4.0 (Workstation and Server), and Windows 2000. Chapter 2 Introduction to MetaFrame XP 23 In addition, Citrix provides versions of the ICA Win32 Client that are installable as browser plug-ins and support Application Launching and Embedding (ALE) with compatible browsers. Application launching is available with any Windows-based Web browser that supports configurable MIME types. Microsoft Internet Explorer 4 and later versions, and Netscape Navigator 4 and later versions also support application embedding. Windows 16-bit. The ICA Win 16 Client supports client devices running Windows 3.1 or greater (running in enhanced mode) and Windows for Workgroups 3.11 or greater. It also supports client devices running OS/2 2.1, OS/2 Warp Connect 3.0, and OS/2 Warp 4.0. Windows CE. The ICA Windows CE Client works with client devices running Windows CE 2.0 or later, including HPC, HPC Pro, PocketPC, and Palm formfactor devices. Manufacturers also include a WinCE Client on Windows Based Terminals. EPOC. The ICA EPOC Client works with client devices running EPOC release 5. The EPOC client is downloadable from http://www.citrix.com/download. Java. The ICA Client for Java is a full client application that works on most computing platforms. It can be used as an applet that supports application embedding with Web browsers that fully implement Sun’s Java Virtual Machine (JVM) Version 1.1 or later. Macintosh. The ICA Client for Macintosh supports Apple Macintosh (and compatible) computers with PowerPC microprocessors and the following operating systems: System 7.5 or later with installation of Apple’s Thread Manager; System 7.5.3; Mac OS 8 or later (Mac OS X in Classic mode only). UNIX. The ICA UNIX Client is available for client devices running the following versions of UNIX. For information on support for specific versions, see the ICA UNIX Client Administrator’s Guide: • Linux x86: RedHat, SuSE, Slackware, Debian, and Caldera • Linux ARM: Netwinder Linux • SCO UnixWare • Hewlett Packard HP-UX • Sun Solaris • Sun SunOS • Silicon Graphics IRIX • Digital UNIX • IBM AIX 24 MetaFrame XP Administrator’s Guide DOS. ICA Clients for DOS are available in 32-bit and 16-bit versions. The 32-bit version provides more features than the 16-bit version, while requiring less conventional memory. The ICA Clients for DOS require DOS 4.0 or later and an i386 or better processor. Application Launching and Embedding When you publish applications with MetaFrame XP, two methods are available to make the applications available through Web browsers. These methods, referred to as Application Launching and Embedding, let users connect to MetaFrame XP servers and use applications by simply clicking links on a Web page. Launching. Application Launching refers to running an application in an application window that is separate from the Web browser window. When a user launches an application from a Web page, the application runs in a separate window and the user can continue to access other Web pages in the browser. Embedding. Application Embedding refers to running an application in a Web page that is displayed in a Web browser window. The Web page can include instructions or other information, as well as HTML formatting that integrates the application into the page. NFuse Application Portals With Citrix NFuse, users can connect to applications through corporate application portals that present customized application sets. NFuse runs on a Web server and communicates with MetaFrame XP servers through Citrix XML service. When users click an application link on an application portal Web page, NFuse automatically downloads the appropriate ICA Client (if necessary) and launches the application. ICA Features for Client Devices ICA enhances the user experience because it supports file system redirection for client drive mapping, print redirection for client printer mapping, and COM port redirection. Drive mapping. Drive mapping allows disks on the Citrix server to be remapped so that ICA Client users can access their local disks by their usual local drive letters. Printer mapping. Printer mapping allows a printer device on the Citrix server to be redirected to a printer that is defined on the client device. COM port redirection. COM port redirection allows a COM port on the client device to be treated as a COM port on the Citrix server. Chapter 2 Introduction to MetaFrame XP 25 Configuration of these mappings is built into the standard Windows device redirection facilities. The client mappings appear as another network that presents the client devices as share points to which a drive letter or printer port can be attached. ICA also supports Clipboard cut-and-paste and audio for ICA Clients. Audio support allows application sounds and Wav files to be played on client devices. For details about Clipboard and audio support, see the ICA Client Administrator’s Guide for the clients you deploy. In addition, ICA provides enhanced performance through intelligent caching of bitmaps, persistent caching to disk, and use of advanced algorithms to discard redundant screen changes and optimize display operations. Overview of Citrix Server Farms Citrix server farms provide you with a flexible and robust way of deploying applications to ICA Client users. A Citrix server farm is a group of Citrix servers managed as a single entity. Servers share some form of physical connection. In addition, the servers in the server farm share a single IMA-based data store. Note Citrix servers running MetaFrame 1.8 and earlier versions can be grouped in server farms for application publishing and centralized administration. However, MetaFrame 1.8 and earlier versions do not use an IMA-based data store for a server farm. MetaFrame XP servers cannot join an existing non-IMA server farm. For information on interoperability of MetaFrame XP with MetaFrame 1.8 servers, see “Interoperability with MetaFrame 1.8” on page 76. MetaFrame XP uses the data store to centralize configuration information for a server farm in one location. The data store maintains information about the servers, applications, and Citrix administrators in the server farm. Creation of a data store and connection to the data store by each server is a part of MetaFrame XP setup. Independent Management Architecture (IMA) MetaFrame XP incorporates the advanced Citrix server communications and management foundation, the Independent Management Architecture (IMA). The integration of the MetaFrame XP application server software with IMA is central to the enhanced functionality of MetaFrame XP and the scalability of Citrix’s serverbased computing solutions. 26 MetaFrame XP Administrator’s Guide IMA is a unified, enterprise-wide platform for installation, management, maintenance, support, and security for your organization’s server-based computing and application hosting services. It is both an architectural model and a protocol for server-to-server communications. IMA is constructed on a collection of core subsystems that define and control execution of Citrix products. IMA enables MetaFrame XP servers to be arbitrarily grouped into server farms that do not depend on the physical locations of the servers. IMA allows MetaFrame XP servers to be in a single server farm even if the servers are on different network subnets. With MetaFrame XP for Windows servers and the extensible Citrix IMA foundation, organizations gain a wide range of enterprise management and scalability features and options: • Central administration of MetaFrame XP and other Citrix servers • Centralized data store for all Citrix configuration data • Centralized license management and pooling without license gateways • ICA Client discovery of published applications without UDP broadcasts • Logging of shadowed sessions • Simple Network Management Protocol (SNMP) support • Auditing of administration activity While IMA and MetaFrame XP provide significant enhancements that facilitate enterprise application hosting, both MetaFrame XP and IMA support the current functionality of all existing ICA Client software from Citrix and will operate with an installed base of ICA Clients. In addition to the Citrix Management Console, several Windows-based management utilities are included with MetaFrame XP. These utilities provide management and configuration features that are independent of the IMA system. As the size of an organization increases from dozens to hundreds to thousands of users, additional MetaFrame XP servers can be added to the server farm. With IMA, MetaFrame XP installations can scale to multi-site, enterprise-level serverbased computing scenarios, while administrators maintain complete control from any location. Citrix Management Console and Web Console The main management interface for MetaFrame XP servers and server farms is the Citrix Management Console, an extensible, Java-based tool that operates in the framework of IMA. The console communicates with MetaFrame XP servers and other IMA-based Citrix servers using the IMA protocol over TCP/IP. Chapter 2 Introduction to MetaFrame XP 27 Citrix Management Console and IMA allow management of MetaFrame XP servers and server farms from any location.TCP/IP is required for IMA communication. Authorized administrators can run the console on MetaFrame XP servers and on Windows NT 4.0 and Windows 2000 workstations. When you install Citrix Management Console, the Setup program also installs the files necessary for IMA protocol communication on any supported workstation or server. The MetaFrame XP Setup program installs the Citrix Management Console on every MetaFrame XP server. Citrix Management Console incorporates functionality provided by several separate management utilities in MetaFrame 1.8 and earlier versions, including Citrix Licensing (plicense.exe), Citrix Server Administration (mfadmin.exe), and Published Application Manager (appcfg.exe). Important If you install Citrix Management Console on separate workstations and deploy Feature Release 1 in your server farm, be sure to update the console with Service Pack 1. For instructions on updating the console, see “Updating Citrix Management Console” on page 108. Citrix Web Console Citrix Web Console is a supplemental, Web-based management console that is included with Feature Release 1 for MetaFrame XP. The Web console allows you to monitor and manage user sessions and view information about the server farm from supported Web browsers. The Web console extends the administrative capability for Citrix server farms to additional devices and the Internet. See “Installing Citrix Web Console” on page 109. Citrix NFuse Citrix NFuse is a highly customizable application delivery mechanism that integrates the capabilities of Citrix server software with Web application deployment. NFuse is included with MetaFrame XP; essential NFuse components are installed by default for a “turnkey” NFuse setup on MetaFrame XP servers (when the MetaFrame XP Setup program detects that Internet Information Server and the Microsoft JVM is also installed). NFuse uses Java object technology executed on a Web server to dynamically create an HTML-based presentation of the Citrix server farm. Every user sees a Web page customized with the applications available in the server farm for that user, as shown below. 28 MetaFrame XP Administrator’s Guide NFuse is a developer’s tool and a Web master’s application. It includes an application programming interface and an easy-to-use wizard. The API lets you create customized Web server scripts for your environment, while the wizard creates scripts that you can use or modify according to the NFuse API. NFuse provides complete control over application deployment. Using NFuse’s API, you can configure all ICA session options without entering any settings at users’ desktops. Documentation for NFuse is on the NFuse CD-ROM that is included with MetaFrame XP. Updated documentation for NFuse is on the NFuse CD-ROM that is included with Feature Release 1 for MetaFrame XP. Advanced Management Features The MetaFrame XP product family includes advanced management features in software modules that plug in to the Citrix Management Console. With these features, you can use the console to perform basic and extended management of MetaFrame XP and Citrix server farms through IMA. Chapter 2 Introduction to MetaFrame XP 29 Different management features are included in each MetaFrame XP product package. Citrix provides separate documentation for Citrix Load Manager (included with MetaFrame XPa and MetaFrame XPe), Citrix Resource Manager (included with MetaFrame XPe), Citrix Installation Manager (included with MetaFrame XPe), and Citrix Network Manager (included with MetaFrame XPe). The documentation for these features is included on the CD-ROM that contains the software. More information about management features is also available from Citrix resellers and the Product Information area of the Citrix Web site at http://www.citrix.com/ products. Citrix Load Manager With Citrix Load Manager, you can implement session-based load management among the MetaFrame XP servers in a server farm. You can access Load Manager from any workstation running the Citrix Management Console. With Load Manager, you can monitor server loads and use preconfigured and custom “load evaluators,” which calculate server loads based on a variety of criteria. Load Manager routes the requests of ICA Client users to run applications to the servers that are less used, avoiding bottlenecks in server farm performance. Citrix Installation Manager Installation Manager provides administrators with tools to deploy applications to multiple Citrix servers quickly and eliminate the need for manual installation of applications on Citrix servers. Installation Manager can automate the application installation process, enabling the replication of published applications to Citrix servers across an enterprise. Installation Manager lets organizations save time and reduce errors when they must install many applications or applications that are frequently updated. Citrix Resource Manager You can use Resource Manager to monitor and analyze system performance, loading, and user behavior. You can view information about an entire server farm, analyze individual servers and applications, or monitor specific aspects of performance. By finetuning the monitoring process, you can examine the information that Resource Manager is storing to suit your specific environment. 30 MetaFrame XP Administrator’s Guide Resource Manager can warn you about any developing problems on your network. For each server in your system, colored status indicators show the status of each monitored condition as a visual alarm. You can also set up Resource Manager to send alerts by e-mail, SMS text messages to cell phones, or SNMP messages. If a problem does occur, you can analyze the relevant data to help you decide what action to take. You can produce reports about system usage that will help you to identify requirements for future resources, such as new servers or additional licenses. Features of MetaFrame XP for Windows Major features of MetaFrame XP, including IMA and the Citrix Management Console, are discussed earlier in this chapter. This section describes other features of MetaFrame XP. Application Server Features Application publishing. Publishing an application on a MetaFrame XP server makes it available to ICA Client users (with proper authorization). You can publish applications across multiple servers in the server farm. With optional Citrix Load Manager, you can balance connections from ICA Client users to connect users to the least-loaded MetaFrame XP servers. Client Device Licensing. A user can establish multiple sessions to multiple servers while consuming only a single pooled connection license count for each session. Automatic ICA Client update. MetaFrame XP lets you automate distribution of updated versions of Citrix ICA Client software to client devices. After you install the latest ICA Client software on the server, you can schedule the download and installation of the software to client devices. For more information, see “Deploying ICA Clients to Users” on page 191. Security. MetaFrame XP incorporates multilevel system security and 128-bit data encryption. Citrix administrator accounts can be configured with read-only or readwrite access to Citrix Management Console for management of Citrix server farms. During MetaFrame XP installation, you can disable the ability to shadow ICA Client sessions, or you can allow shadowing but require logging of shadowing events to create an audit trail. TCP/IP port setting. You can configure Citrix ICA packets to be compatible with many popular TCP/IP firewall products. For more information, see the ALTADDR command in “Command Reference,” Appendix A. Chapter 2 Introduction to MetaFrame XP 31 SpeedScreen. SpeedScreen reduces the transmission of frequently repainted screens to reduce bandwidth consumption. SpeedScreen latency reduction provides instant mouse-click feedback and local text echo. These features increase perceived performance of ICA sessions over high-latency connections. SpeedScreen latency reduction is not available in the Japanese version of MetaFrame XP. Application management. MetaFrame XP enables you to manage and extend the reach of enterprise applications with tools such as Application Launching and Embedding and application publishing. With ALE, you can extend applications across the Web without programming. Application publishing lets ICA Client users access applications as simply as other resources on the network. You can deploy and manage multiple servers and applications from a single point. Citrix ICA Client Features Citrix ICA Clients share many features for connecting to MetaFrame XP servers. Some features are available on particular ICA Clients. For detailed information on supported features, see the ICA Client Administrator’s Guide for each client you use. Program Neighborhood. Supported by ICA Clients for Win32 and Java, Program Neighborhood gives you complete application control by publishing server-based applications to the local desktops. With Program Neighborhood, server-based applications can be pushed to the client device, integrated into the local desktop, or pushed directly to the Start menu. TAPI support. The ICA Client for Win32 provides TAPI support for dial-up connections. Citrix ICA Clients for DOS and Win16 can interpret Windows 9x and Windows 2000 modem configuration files into legacy Ini files to ensure optimum performance for dial-up users. International keyboard support for Web browsers. Users worldwide can exploit the benefits of Citrix ICA Clients for Internet Explorer and Netscape Navigator, current versions of which support international keyboard layouts. Client device mapping. Users can transparently access local printers and disk drives. Drive letters on the MetaFrame XP server are configurable so client devices can keep their drive letters, and long filenames are supported. Any printers detected when you connect to a Citrix server are automatically mapped for use with the applications users run on the server. Client printers can be browsed and connected to in the same way as network printers (Windows, WinCE, and DOS Clients). COM port mapping. The ICA Client COM port redirector lets ICA Client users (DOS, Win16, and Win32 platforms) use most peripherals that connect to serial ports as if they were connected to a COM port on the Citrix server. 32 MetaFrame XP Administrator’s Guide Windows clipboard integration. Users can cut and paste data between ICA sessions and local applications using the Windows Clipboard. Audio support. MetaFrame XP provides audio support for most ICA Clients. Compression can be used to maximize bandwidth utilization. ICA supports audio through Sound Blaster Pro-compatible sound hardware in DOS and Windows client devices. Disk caching and data compression. These options increase performance over lowspeed asynchronous and WAN connections. Disk caching stores frequently used application images (such as icons and bitmaps) locally, increasing performance by avoiding retransmission of locally cached data. Data compression reduces the amount of data sent over the communications link to the client device. Seamless windows support. Certain ICA Clients support the seamless integration of local and remote applications on the local desktop. Configuring an ICA connection for seamless windows lets users switch among local and remote applications with keyboard controls or the local taskbar. Seamless windows connections also support remote application icons on the local desktop, and tiling and cascading between local and remote Windows applications. Business recovery. ICA Clients support multiple site addresses (for primary and hot backup, for example) for the same published application name. This feature helps assure consistent connections to published applications in the event of server disruptions. Client print manager. Users can define which client printers can be configured on their client devices. This feature provides a means to store printer properties on a per-client-device basis while simplifying printer configuration for non-Windows clients. Multi-monitor support. The ICA Win32 Client supports the multi-monitor features of Microsoft Windows 98 and Windows 2000 clients. It also supports the virtual desktop feature provided by some graphics cards for Windows 95 and Windows NT 4.0. Panning and scaling. If the ICA session is larger than the client computer’s desktop, you can pan the ICA session window around the full session desktop. Scaling allows you to view more of the ICA session at one time without panning by shrinking the perceived size of the ICA session. See the ICA Client Administrator’s Guide for instructions on using this feature on a particular ICA Client. New Features in Feature Release 1 Version 6.20 of the ICA Win32 Client is included with Feature Release 1 for MetaFrame XP. The following are brief descriptions of new features in this release. Chapter 2 Introduction to MetaFrame XP 33 For more information about features and improvements included in the ICA Clients that ship with Feature Release 1, refer to the ICA Client Administrator’s Guides, which are in the Doc folder on the ICA Client CD-ROM. Important New features in Feature Release 1 are not available when a server farm operates in mixed mode for interoperability with MetaFrame 1.8 Citrix Program Neighborhood Agent. The Citrix Program Neighborhood Agent lets you leverage Citrix NFuse to deliver published applications directly to users’ desktops, so users can access links to published applications with or without a Web browser. With the Program Neighborhood Agent, links to NFuse-enabled published applications appear in the Start menu, on the Windows desktop, or in the Windows System Tray. Remote applications are integrated into the desktop and appear to the user as local applications. Secure Sockets Layer support for ICA. Citrix SSL Relay secures data communications using the Secure Sockets Layer (SSL) protocol. SSL provides server authentication, encryption of the data stream, and message integrity checks. You can now use Citrix SSL Relay to secure communications between an SSL-enabled ICA Win32 Client and a MetaFrame server. Windows Installer Packages for ICA Win32 Clients. The ICA Win32 full Program Neighborhood Client and the Program Neighborhood Agent are now available in Microsoft Windows installer packages (.Msi files), which you can deploy with Windows Installer technology. New Features in MetaFrame XP The following are new or significantly enhanced features in MetaFrame XP 1.0. For information on Feature Release 1, see “New Features in Feature Release 1” on page 35. Enhanced scalability. Large enterprise-wide server farms can be easily installed, managed, and expanded as business requirements demand. The IMA foundation supports complex network configurations, including multiple network segments and firewalls. The loss of any single server need not impact the functioning of a server farm. Integrated security. MetaFrame XP server farms are resistant to security threats that could damage the farm or lead to theft of information and denial of service. SecureICA high encryption is integrated into the base product, so data on the network is protected with 128-bit encryption. 34 MetaFrame XP Administrator’s Guide NFuse integration. Citrix’s NFuse Web portal deployment solution is included with MetaFrame XP and installed by default on MetaFrame XP servers. NFuse provides Program Neighborhood functionality for Web browser clients to access MetaFrame XP servers. Licensing. IMA provides enhancements that make MetaFrame XP license administration easier. Improvements include single-point license installation and activation, and farm-wide connection license pooling among IMA-based MetaFrame servers. SNMP support. MetaFrame XP includes support for administrative event notification and basic management control of MetaFrame XP servers through thirdparty management products (Tivoli and OpenView) using Simple Network Management Protocol (SNMP). Printer management. The Citrix Management Console and MetaFrame XP provide robust control over printer devices. Configurable options include client printer mapping, automatic and on-demand replication of printer drivers, and printer resource assignment. Application migration. Applications that are published on MetaFrame 1.8 servers can be migrated transparently to MetaFrame XP servers with all configuration data, including user authorizations and connection settings, intact. Interoperability. IMA server farms can co-exist with MetaFrame 1.8 servers and MetaFrame for UNIX Operating Systems 1.x servers. IMA and the Citrix Management Console operate independently of MetaFrame 1.8 and other non-IMA Citrix servers. Installation. MetaFrame XP Setup supports attended and unattended installation. You can use Setup to install any or all of the components of the MetaFrame XP package, including IMA, MetaFrame XP application server, ICA Clients, and the Citrix Management Console. Shadowing options. Administrators can enable shadowing notification or disable shadowing completely during MetaFrame XP installation. A shadowing indicator appears on the ICA Client desktop during shadowing and allows users to cancel shadowing easily with the mouse or a keyboard shortcut. Display options. MetaFrame XP provides greater display capabilities while efficiently utilizing existing bandwidth. ICA Client users and administrators can select more colors and larger screen sizes than were supported by earlier Citrix servers. Chapter 2 Introduction to MetaFrame XP 35 New Features in Feature Release 1 MetaFrame XP 1.0, Feature Release 1 provides the following new features and enhancements. Important New features in Feature Release 1 are not available when a server farm operates in mixed mode for interoperability with MetaFrame 1.8 Automatic reconnection to ICA sessions. With the auto client reconnect feature, the ICA Win32 Client automatically reconnects to a session when it detects a dropped connection (when network issues outside of MetaFrame XP occur). Users can continue to work without reconnecting manually, re-entering credentials, and restarting applications. The ICA Java Client in embedded mode supports basic automatic reconnection without credential caching (users must re-enter their credentials to reconnect). For more information, see “Reconnecting ICA Sessions Automatically” on page 250. Content Publishing. This feature lets you publish document files, media files, Web URLs, and any other type of file from any network location. Icons for published content appear in Program Neighborhood, on the desktop, and in NFuse. Users can double-click published content icons to access content in the same way they access published applications. For more information, see “Publishing Content” on page 234. Connection control. This feature lets you set a limit on the number of connections that each user can have simultaneously in the server farm. You can also limit the number of concurrent connections to specified published applications, and you can prevent users from launching more than one instance of the same published application. For more information, see “Controlling User Connections” on page 240. Prioritizing CPU access by applications. You can use the CPU prioritization feature to assign each published application in the server farm a priority level for CPU access. This feature can be used to ensure that CPU-intensive applications in the server farm do not degrade performance of other applications. You can give a higher CPU priority to mission-critical published applications and a lower CPU priority to less-important applications. For more information, see “Setting CPU Priority Levels for Applications” on page 231. 36 MetaFrame XP Administrator’s Guide Universal printer driver. The new Citrix Universal Print Driver is included with Feature Release 1. This driver can be installed in the server farm and used as the driver for all printers that client users print to in the server farm. The Universal Print Driver eliminates the need to install many separate printer drivers for diverse printing environments. For more information, see “Using the Citrix Universal Print Driver” on page 275. NDS Support. Support for Novell Directory Services allows users in Novell network environments to log on using their NDS credentials to access applications and content published in MetaFrame XP server farms. For more information, see “Supporting Novell Directory Service Users” on page 128. SSL support for ICA. This feature enables use of SSL protocol to secure communication between ICA Clients that support SSL and MetaFrame XP servers. SSL provides server authentication, encryption of the data stream, and message integrity checks. After configuring the Citrix SSL Relay, you can specify the use of SSL when you publish applications. For information about configuring clients for SSL, see the ICA Win32 Client Administrator’s Guide. For information on server configuration of the Citrix SSL Relay, see “Setting Up Citrix SSL Relay” on page 97. Web-based administration. You can install the new Citrix Web Console on MetaFrame XP servers that have Internet Information Server 5.0 or later installed. You can then monitor MetaFrame XP server farms from any workstation with a supported Web browser. The Citrix Web Console lets you view information about the server farm, published applications, servers, and active sessions, and lets you reset, disconnect, and shadow ICA sessions and send messages to users. For more information, see “Installing Citrix Web Console” on page 109 and the online help available from the console. MetaFrame XPe components. Feature Release 1 includes enhancements to Citrix Resource Manager, Citrix Installation Manager, and Citrix Network Manager, which are part of MetaFrame XPe. For feature descriptions and configuration information, refer to the documentation in the DOCS directory of the Feature Release 1-Service Pack 1 CD-ROM. ICA session monitoring. New performance counters for ICA data let you use the Windows Performance Monitor to monitor ICA communication, including bandwidth and compression for sessions, servers, and individual virtual channels, and latency in ICA sessions. Performance monitoring can provide valuable information about utilization of network bandwidth and help determine if a bottleneck exists. Chapter 2 Introduction to MetaFrame XP 37 For more information, see “Monitoring Performance of Sessions and Servers” on page 257. Citrix Management Console improvements. More detailed information about servers and licensing now appears in the Citrix Management Console. For example, the Licensing Summary tab now shows the name of feature releases that you install, the number of servers set up to use feature releases, and the feature release licenses that are installed in the server farm. For more information, see “Viewing Feature Release License Information” on page 165. For information on all new options in Citrix Management Console, see the console’s online help. Extended Parameter Passing. With Feature Release 1, you can associate a file type on a client device with an application published on a Citrix server. When a user double-clicks a local file, the ICA Client passes the file path as a parameter to the Citrix server. The Citrix server retrieves the file and opens it with the associated application in an ICA session. For more information, see “Passing Parameters to Published Applications” on page 230. CHAPTER 3 Planning for MetaFrame XP Deployment This chapter includes background information on decisions you need to make before you deploy MetaFrame XP. Be sure to read this chapter before you install MetaFrame XP on your servers. This chapter includes the following topics: • System Requirements, page 39 • Choosing a Database for the Data Store, page 45 • Network Configuration and Account Authority Issues, page 50 • Configuring Citrix Administrator Accounts, page 57 • Planning for Client and Server Communications, page 58 • Changing Server Drive Letters, page 73 • Configuring Session Shadowing, page 74 • Interoperability with MetaFrame 1.8, page 76 System Requirements This section describes minimum configurations and recommendations for installation of MetaFrame XP servers, and other issues related to system sizing for MetaFrame XP installations. For information on system requirements of ICA Client devices, refer to the ICA Client Administrator’s Guide for each client platform. System Software Requirements You can install MetaFrame XP on servers with the following Microsoft operating systems: 40 MetaFrame XP Administrator’s Guide • Windows NT Server 4.0, Terminal Server Edition with Service Pack 5 or later. • Windows 2000 Server Family: Windows 2000 Server, Windows 2000 Advanced Server, and Windows 2000 Datacenter Server. Citrix recommends that you install the latest Microsoft service pack for the operating system. Important You must install the Terminal Services component before you install MetaFrame XP. Terminal Services is not installed in Windows 2000 by default; you can install it with Add/Remove Programs in Control Panel. Install Terminal Services in Application Server mode. CAUTION To use the NetWare Client with MetaFrame XP on Windows NT Server 4.0, Terminal Server Edition, you must install the NetWare Client and restart the system before installing MetaFrame XP. Viewing Citrix Documentation To access the documentation in Adobe Acrobat PDF files, you need Adobe Acrobat Reader 4 or later. Acrobat Reader lets you view, search, and print the documentation. You can download Acrobat Reader at no cost from Adobe System’s Web site (http://www.adobe.com). The self-extracting file includes installation instructions. Requirements for Citrix NFuse To install NFuse on a MetaFrame XP server, Microsoft Internet Information Server (IIS) Version 4.0 or higher and the Microsoft Java Virtual Machine (JVM) included with IIS must be installed before you install MetaFrame XP. Naming Servers and Server Farms You assign a name to your MetaFrame XP server farm when you install MetaFrame XP on the first server in the farm. The server farm name can contain 32 or fewer characters. Server farm names are case-sensitive. For a MetaFrame XP server farm to operate in mixed mode with an existing MetaFrame 1.8 server farm, you must assign the name of the MetaFrame 1.8 server farm when you create the MetaFrame XP server farm. MetaFrame server names must be unique, whether the servers are in MetaFrame XP server farms or in mixed-mode MetaFrame XP and MetaFrame 1.8 server farms. If necessary, change the name of a server before installing MetaFrame XP. Chapter 3 Planning for MetaFrame XP Deployment 41 Important MetaFrame XP supports server names that contain extended characters only if your network’s DNS server supports names with extended characters. System Hardware Requirements The following requirements are based on the requirements of the operating systems on which you run MetaFrame XP. Windows NT Server 4.0, Terminal Server Edition. Microsoft recommends a Pentium or better microprocessor, 32MB of RAM, and a hard disk with at least 128MB of free space. Windows 2000 Server and Advanced Server. Microsoft recommends a 166-MHz or faster Pentium-compatible processor, 256MB of RAM, and a 2GB hard disk with at least 1GB of free space. Windows 2000 Datacenter Server. Microsoft recommends an eight-way or greater array of Pentium III Xeon processors, 256MB of RAM, and a 2GB hard disk with at least 1GB of free space. Important Microsoft recommends that you do not install Terminal Services on a Windows 2000 Server acting as a domain controller. By default, users cannot log on to Terminal Services sessions on a domain controller. You can permit users to log on by setting the “log on locally” right; however, this is not recommended. Disk and Memory Requirements In addition to the Windows operating system requirements for your server, the following are required for MetaFrame XP: • 85MB disk space for standard MetaFrame XP installation, including Citrix Management Console, without ICA Client software • 200MB disk space for installing all ICA Client software • 20MB disk space for NFuse services on the MetaFrame XP server • 64MB RAM for MetaFrame XP services, including IMA Modems and Multiport Adapters In addition to ICA connections over network protocols (see “Configuring Network ICA Connections” on page 90), MetaFrame XP supports asynchronous ICA connections. 42 MetaFrame XP Administrator’s Guide When you set up an asynchronous ICA connection on a MetaFrame XP server, client devices with modems can dial up the modem on a MetaFrame XP server. When they connect, the ICA Client and MetaFrame XP server communicate directly, without the overhead of Windows Remote Access Service (RAS) and TCP/IP. If you want to configure modems for ICA dial up connections and the modems are configured for Windows RAS, remove the modems from the RAS modem pool before you start MetaFrame XP installation. Important You cannot configure a modem or serial port as both a RAS service port and an ICA asynchronous connection port. For ICA asynchronous connections, Citrix recommends high-speed serial port hardware or intelligent multiport adapters on the server. These devices use the CPU efficiently, freeing CPU resources that can be devoted to running user sessions. If you have a multiport async adapter, install it before starting MetaFrame XP installation. You can choose to install modems connected to the multiport adapter before or during MetaFrame XP installation. MetaFrame XP Setup recognizes TAPI-capable modems installed on the server. When a TAPI modem is detected, MetaFrame XP uses modem installation and configuration utilities in Windows to manage the modem. If no modems are installed on a server, MetaFrame XP Setup gives you the opportunity to install them. Citrix Management Console Requirements Citrix Management Console is the centralized management utility you use to administer your MetaFrame XP server farm. It is installed on all MetaFrame XP servers by default. However, using the MetaFrame XP CD, you can install the Citrix Management Console on workstations that are not used as MetaFrame XP servers. Computers intended to run the console must meet the following requirements: Operating System. You can install Citrix Management Console on any Windows NT 4.0 or Windows 2000 computer. You can install the console on your MetaFrame and MetaFrame XP servers, but the console does not require that MetaFrame XP is installed on the same computer. Sun Java Runtime Environment (JRE). The console is a Java application and requires the Sun JRE Version 1.3. If your system does not have the correct JRE version, Setup installs it. Setup does not replace or affect any previously installed JRE. Chapter 3 Planning for MetaFrame XP Deployment 43 Disk space. A minimum of 25MB of disk space is required for installation of Citrix Management Console and the Java Run-Time Environment. Memory. A minimum of 64MB of RAM is needed for running Citrix Management Console (in addition to RAM required for the operating system and other applications). Processor. A Pentium-class or better processor is recommended. Note For information on requirements for the Citrix Web Console, see “Installing Citrix Web Console” on page 109. Sizing Systems for MetaFrame XP MetaFrame XP supports multiple users on Windows NT 4.0 Server, Terminal Server Edition, and Windows 2000 Servers. A multiuser system requires more system resources than a single-user system. This section provides some systemsizing guidelines that can help you decide on a hardware configuration that will support your users with optimal performance. Note More information about system sizing, optimization, configuration, and deployment scenarios is available in the Advanced Concepts guide for MetaFrame XP. The guide is available from the Product Documentation link in the Support area of the Citrix Web site at www.citrix.com/support. Most companies find that their users can be categorized as typical users or power users. Typical user. Generally uses one or two applications but normally only one at a time. Little actual program data is transferred between the client and server, and the users rarely use Object Linking and Embedding (OLE). Power user. A more sophisticated user who uses three or more applications, often with several active at the same time. Data is often cut and pasted between local and remote applications, and OLE is used heavily. Power users consume more resources than typical users. A good rule of thumb is that one power user is equivalent to two typical users in processor utilization and RAM requirements. Tip The configuration examples in this section are based on numbers of typical users. Adjust the numbers for power users. 44 MetaFrame XP Administrator’s Guide Processor, Bus, and Memory The processor and bus architecture are fundamental to MetaFrame XP server performance. The ISA (AT bus) architecture is low-bandwidth and is not recommended for MetaFrame XP servers. Use a higher-performance bus, such as EISA or PCI, for best performance. These buses support the high sustained data transfer rates that are typical of a MetaFrame XP server. The memory (RAM) requirement for MetaFrame XP is 16MB plus 4MB for each typical user or 8MB for each power user. In many cases, adding RAM has a larger effect on system performance than upgrading to a faster processor. In general, processor and RAM requirements for MetaFrame XP scale linearly. You can roughly double the number of users supported on a multiprocessor-capable system by doubling the number of processors and doubling the amount of RAM. By purchasing multiprocessor-capable systems (even if you initially purchase only one processor), you provide for convenient system scaling as your requirements grow. Note that not all multiprocessor systems scale the same way because of bus differences. The bus architecture in a multiprocessor system is crucial for multiprocessor performance with more than four processors, and vendor-specific drivers are usually required. Win16 Application Requirements Windows NT and Windows 2000 are Win32 (32-bit) environments. Windows 3.x for DOS is a Win16 (16-bit) environment. Windows NT and Windows 2000 run Win16 applications through a process called WOW (Win16 on Win32), which translates16-bit applications in enhanced mode. This process causes Win16 applications to consume additional system resources, reducing the number of users per processor by 20% and increasing the RAM required per user by 25%. For this reason, use Win32 applications whenever possible. If you intend to run Win16 applications, adjust your processor and RAM requirements accordingly. Hard Disks The hard disk subsystem in a server is an important factor in system throughput. Small Computer System Interface (SCSI) disk drives and adapters, especially Fast Narrow SCSI (SCSI-2), Fast Wide SCSI, Wide Ultra SCSI, and Wide Ultra2 SCSI devices, have significantly better throughput than ST-506, Integrated Device Electronics (IDE), or Enhanced Small Device Interface (ESDI) disk drives and adapters. Chapter 3 Planning for MetaFrame XP Deployment 45 For the highest disk performance, consider using a SCSI-based Redundant Array of Independent Disks (RAID) controller. RAID controllers automatically place data on multiple disk drives and can increase disk performance and improve data reliability. Use NTFS for all disk partitions on your MetaFrame XP servers. NTFS allows security configuration, better performance, and more fault tolerance. Network Interfaces The ICA protocol is highly compressed and causes negligible loading on a network, but because the MetaFrame XP server handles all network requests, a highperformance network interface card (NIC) is recommended. If a multiport asynchronous communications adapter is installed for supporting serial ICA connections, be sure to use an intelligent (microprocessor-based) adapter to reduce interrupt overhead and increase throughput. Using Performance Monitoring Tools Citrix recommends that you use performance monitoring tools to get accurate accounts of system performance and the effects of configuration changes on system throughput. The most important measurements for performance monitoring are the percentage of total processor time, memory pages per second, percentage of network utilization, and hard disk I/O rates. Resource and network management and monitoring features are included with MetaFrame XPe. Refer to the documentation on the CD-ROMs that are included with MetaFrame XPe for more information. Updated documentation for these features is included in the Docs directory on the Feature Release 1 CD-ROM. A good way to estimate how many users a server can support is to measure system performance with two to five users on the system and then scale the results. This method has been found to yield reliable results. For information on performance-monitoring counters available for monitoring ICA and MetaFrame XP servers, see “Monitoring Performance of Sessions and Servers” on page 257. Choosing a Database for the Data Store Before installing MetaFrame XP, you must decide which database to use for the data store for your server farm. 46 MetaFrame XP Administrator’s Guide • Microsoft Access is a lightweight database that is included with Windows server operating systems. It is most appropriate for smaller server farms of up to 50 servers. However, mid-sized server farms of more than 50 servers often perform just as well with a Microsoft Access database as with SQL Server or Oracle. • Microsoft SQL Server is a true client/server database that offers robust and scalable support for multiple-server data access. It is suited for use in farms of any size. • Oracle is a true client/server database that offers robust and scalable support for multiple-server data access. It is suited for use in farms of any size. It is important to note that other factors— in addition to the number of servers— affect data store and overall server farm performance. Other factors that affect performance are the number and type of published applications, the maximum number and the average number of concurrent client connections, and the hardware configuration of MetaFrame XP servers. Important Microsoft SQL and Oracle servers require significant expertise to install and maintain. If you do not have expertise with these products, attempting to use them in a production environment is not recommended. See the documentation included with your database product for important details such as performance tuning and database backup procedures. For information on supported database and ODBC driver versions, see “Data Store Database Requirements” on page 48. When using Microsoft Access, the database is stored on the first MetaFrame XP server in the farm, and is created as part of the MetaFrame XP installation process. When using Microsoft SQL Server or Oracle, the database is on a dedicated server running Microsoft SQL or Oracle that must be set up prior to creating the server farm. CAUTION Do not install MetaFrame XP on the Microsoft SQL or Oracle database server. Refer to the Microsoft SQL Server or Oracle documentation for specific hardware requirements for the database server. After you decide which database to use for the data store, you need to decide whether MetaFrame XP servers will access it by direct connection or indirectly through another MetaFrame XP server. To make a direct connection to the data store, a MetaFrame XP server must have the appropriate ODBC drivers installed and configured properly. The server then connects directly to the server on which the database is running. Chapter 3 Planning for MetaFrame XP Deployment 47 For indirect access, a MetaFrame XP server connects to an intermediary MetaFrame XP server. The intermediary server connects to the data store directly. Using indirect connectivity with an SQL database eliminates the need to install and configure the ODBC drivers on every MetaFrame XP server. If you are using an SQL database for the data store, you can use a combination of direct and indirect access methods for the servers in the farm. Tip Indirect access is not recommended for mission-critical server farms because the intermediary server is a single point of failure. By default, indirect access uses TCP port 2512 for communication between the MetaFrame XP servers. If the MetaFrame XP servers are in different subnets, be sure this port is not blocked by any firewalls. If this port number is not convenient, it can be changed. System Sizing for the Data Store Database Use the chart below as a guideline to determine which scenario most closely matches your environment. If your environment doesn’t fit neatly into the categories listed, choose the category that has the most in common with your environment. Small Medium Large Enterprise Servers 1-50 25-100 50-100 100 or more Named Users < 150 < 3000 < 5000 > 3000 Applications < 100 < 100 < 500 < 2000 The following are general recommendations for the server farm’s data store database: • Microsoft Access is suitable for all small and many medium-sized environments. • Microsoft SQL Server or Oracle are suitable for any environment and are recommended for all large and enterprise environments. Note If you plan to use mixed mode to support MetaFrame 1.8 servers, do not include the MetaFrame 1.8 servers in your system sizing calculations. 48 MetaFrame XP Administrator’s Guide Data Store Database Requirements You can use the Microsoft Access database engine, Microsoft SQL Server, or Oracle database for the server farm’s data store. The supported ODBC drivers and database versions are listed below. Microsoft Access The Microsoft Access database engine and ODBC drivers are default components of Windows NT 4.0 Server, Terminal Server Edition and Windows 2000 Servers. To use the database engine, you do not have to install any drivers or perform any database configuration prior to MetaFrame XP installation. Microsoft SQL Server MetaFrame XP supports the following versions of Microsoft SQL Server for the server farm’s data store. Microsoft SQL Server 7. Microsoft SQL Server 7 with Service Pack 2 or Service Pack 3 is supported on Windows NT 4.0 Server and Windows 2000 Server Family. Version 3.70.08.20 or greater of the Microsoft SQL ODBC driver must be installed on each MetaFrame XP server that will directly access the SQL server. • On Windows 2000 servers, the necessary drivers are installed with the operating system. • On Windows NT 4.0 Server, Terminal Server Edition (TSE), install Microsoft Data Access Components (MDAC) Version 2.6 SP1, which can be downloaded for free from Microsoft’s download site. Do not use MDCA 2.6 without SP1. Important On TSE systems, before MDAC installation, stop the Terminal Services Licensing Service. After installing MDAC, clear the event log, then restart the server before installing MetaFrame XP. Microsoft SQL Server 2000. Microsoft SQL Server 2000 is supported on Windows NT 4.0 Server and Windows 2000 Server Family. On Windows NT 4.0 Server, Windows NT Service Pack 5 (SP 5) or later must be installed for all SQL Server 2000 editions. The following configurations have been verified by Citrix testing: • MDAC 2.5, Windows 2000 Server, SQL Server 2000 • MDAC 2.51, Windows 2000 Server with SP1 or SP2, SQL Server 2000 Chapter 3 Planning for MetaFrame XP Deployment 49 • MDAC 2.51, Windows 2000 Server with SP1 or SP2, SQL Server 2000 with SP1 • MDAC 2.6 SP1, Windows 2000 Server with SP1 or SP2, SQL Server 2000 with SP1 Important MDAC 2.6 without SP 1 is not supported because of an issue with the driver. Migration to SQL Server Migration of a MetaFrame XP server farm data store to Microsoft SQL Server is supported for the database versions listed in the following table. For information on data store migration, see the Dsmaint command on page 302. Original platform Target platform Microsoft Access SQL Server 7 SP3 Microsoft Access SQL Server 2000 Microsoft Access SQL Server 2000 with SP1 Oracle 8.1.6 SQL Server 2000 with SP1 Oracle 8.1.7 SQL Server 2000 with SP1 Oracle MetaFrame XP supports the following Oracle databases for the server farm’s data store: • Oracle8i, Version 8.1.6 and 8.1.7 • Oracle 7, Version 7.3.4 • Oracle 8, Version 8.0.6 Install the Oracle Net8 client version 8.1.5.5 or later and ODBC drivers provided by Oracle on each MetaFrame XP server that will directly access the database server. The Citrix data store is stored as an object (schema) assigned to a user. You do not need a separate database for each data store. During install, you can either run the Net8 Easy Config, or cancel the installation at that point and copy the Tnsnames.ora and Sqlnet.ora files from the Oracle server to %oracle home directory%\network\admin on each MetaFrame XP server. 50 MetaFrame XP Administrator’s Guide Important Restart the system after you install the Oracle client and before you install MetaFrame XP. In some cases you will need to configure the DNS entry within the Oracle Net8 Assistant. To do this, click Profile and then select the Oracle Names tab. Enter the DNS suffix that the network is using. You can use the command IPCONFIG /ALL to gather the DNS suffix that must be used. If you do not restart the server after you install the Oracle client, or if the client requires the DNS suffix to be specified, MetaFrame XP Setup reports the following error: “The procedure entry point OCIUnicodeToCharSet could not be located in the dynamic link library OCI.dll.” Migration to Oracle Migration of a MetaFrame XP server farm data store to an Oracle database is supported for the database versions listed in the following table.For information on data store migration, see the Dsmaint command on page 302. Original platform Target platform Microsoft Access Oracle 8.1.6 Microsoft Access Oracle 8.1.7 Microsoft SQL Server with SP1 Oracle 8.1.6 Microsoft SQL Server with SP1 Oracle 8.1.7 Network Configuration and Account Authority Issues Before you implement your MetaFrame XP installation, you must consider issues related to network configuration and the management of user accounts. This section discusses recommended practices for: • Windows NT (non-Active Directory) and Active Directory domains and groups • Security models and user access to applications • Configuration of accounts for Citrix administrators General Configuration Issues Citrix recommends that you do not use Windows primary domain controllers or backup domain controllers as MetaFrame XP servers, because of these factors: Chapter 3 Planning for MetaFrame XP Deployment 51 • Domain controllers handle user validation for network logons and access to network resources. These functions and the associated network communication can significantly affect the performance of an application server. • The MetaFrame XP Setup program cannot create anonymous accounts on primary or backup domain controllers, so you cannot publish applications for anonymous access on MetaFrame XP servers that are domain controllers. Recommendations for Active Directory If your network is configured to use Active Directory domains and groups, consider the following Citrix deployment recommendations: Use Windows 2000 Servers. Install MetaFrame XP exclusively on Windows 2000 Servers. Native support for Active Directory is included in Windows 2000, so you do not need to install additional services. If users of the server farm use User Principal Name (UPN) logons, you must use Windows 2000 servers exclusively, because UPN logons are not supported by Windows NT Server 4.0, Terminal Server Edition (TSE) servers, even with the Active Directory Services Interface installed. If the server farm contains both Windows 2000 and TSE servers, you must use the pre-Windows 2000 logon name in the format domainname\username. Use a single forest. Install all servers in the server farm so they reside in one Active Directory forest. See “Using Active Directory Forests” on page 52. Install ADSI 2.5 or higher. If you use TSE servers in the server farm, install Active Directory Services Interface (ADSI) 2.5 or higher on the TSE servers. ADSI significantly improves the speed of user enumeration in large domains. With ADSI, colored icons appear in directory lists to distinguish group types. Installing ADSI on all TSE servers and having Active Directory domains running in native mode lets you use domain local groups when publishing applications and allocating printers. In addition, ADSI lets TSE servers use LDAP queries rather than using legacy domain operations whenever possible. If ADSI is not installed, TSE servers cannot enumerate domain local groups from Active Directory domains that are running in Active Directory native mode. Important Even if a TSE server has ADSI installed, UPN logons aren’t permitted for Program Neighborhood filtering or for administrators to log on to Citrix Management Console. For this reason, you must use only Windows 2000 servers if you want users to log on with UPN credentials. 52 MetaFrame XP Administrator’s Guide Recommended Domain Configurations Citrix recommends the following for configuration of MetaFrame XP server farms with Active Directory: • All servers reside in the same domain • The server farm domain has no trust relationships with non-Active Directory domains • The server farm is in a single Active Directory forest These recommendations are not a requirement. However, multiple domains or trust relationships with non-Active Directory domains can affect all aspects of user authentication, which include: • Authentication for Citrix administrators • Access by users to published applications • Assignment of users to network printers Using Active Directory Forests If you use Windows Active Directory, Citrix recommends that all MetaFrame XP servers in a server farm belong to the same Active Directory forest. If your server farm has MetaFrame XP servers in more than one forest, users cannot use user principal name (UPN) logons in the farm. UPN logons use the format [email protected] identifier. With Active Directory, UPN logons do not require a domain to be specified, because Active Directory can locate full UPN logons in the directory. However, if multiple forests exist in the server farm, problems can arise because the same UPN identifier can exist in two domains in separate forests. Important Because there is no efficient way to perform account resolution, MetaFrame XP does not support UPN logons if a MetaFrame XP farm spans multiple Active Directory forests. User Access to Applications and Printers To authorize user access to resources in a server farm, you select user and group accounts. For example, when you publish an application, you select the servers to host the application and Citrix Management Console lists the user accounts from the trust intersection of all the servers (accounts that are trusted by all the servers). You then select the users and groups that you want to allow to use the application. Chapter 3 Planning for MetaFrame XP Deployment 53 After you select users, changing the list of host servers can change the trust intersection, which can make the application unavailable to users who are no longer in the servers’ trust intersection. If the trust intersection changes, the console informs you and removes users who are no longer eligible to use the resource from the authorized users list. A published application is available only to users who can access every server that hosts the application. When multiple servers host the same application, you can’t predict which servers ICA Clients will connect to when they launch the application. Therefore, if a user is authorized to access only some servers, you cannot ensure that the user will always be able to use the application. To prevent unpredictable access, MetaFrame XP removes users from the authorized users of a published application or printer if the accounts are not in the trust intersection for all the host servers. Trust-Based Routing Trust-based routing allows servers to be members of a server farm even if the servers belong to domains that don’t trust each other. In trust-based routing, a request to enumerate users or authenticate a user is routed to a server that has the required domain trust relationship if the originating server does not. During a trust query cycle, a MetaFrame XP server registers its trusted domains with the server farm’s data store. This operation occurs during every service startup and approximately every six hours while the service is executing. Therefore, the data store is a central repository of all trust data for the servers in the server farm. When a server needs to perform an operation (as defined below) on a domain that it doesn’t trust, the server determines from the data store which servers can perform the operation, and then routes the request to the most accessible server. Trust-based routing applies to the following operations: • Authenticating a Citrix administrator to Citrix Management Console • Refreshing the display or launching an application in Program Neighborhood • Enumerating users and groups in the console • Resolving users and groups into distinguished accounts names when you add users or groups to a published application, add users to a printer auto-creation list, or define new Citrix administrators Active Directory Security Model and Restrictions Active Directory introduces new types of security groups that network users can belong to. You can use these security groups when you select users for published applications and network printers. 54 MetaFrame XP Administrator’s Guide This section describes the Active Directory security groups and gives recommendations for using Active Directory security groups in a MetaFrame XP server farm. Domain local groups. In the Active Directory model, domain local groups can contain groups from other domains, but the domain local group can be assigned to resources only in the domain in which it exists. Universal groups. Universal groups can contain groups from other domains. Universal groups are stored in the Active Directory global catalog. Universal groups can be used for assigning permissions to resources in any domain. Domain global groups. Global groups contain groups within the same domain and can be assigned to resources in any domain. Citrix recommends that you use domain global groups for user access to published applications and network printers. Note Domain global groups are equivalent to non-Active Directory global groups. Domain local groups and universal groups are available only in Active Directory domains that are operating in native mode. If you plan to use universal groups or domain local groups, it’s recommended that you follow the deployment guidelines in this section regarding domain configuration and use of groups to reduce administrative complexity. For in-depth technical information on user access issues and configuration issues, see “User Permission Scenarios with Active Directory” on page 54. If you change the servers that host a published application, the trust intersection with individual user accounts and with domain local groups can change. For example, if all servers hosting an application or a printer reside in a common domain, D1, you can select domain local groups from D1 to grant access to the resource. If you then configure additional servers to host the resource and these servers do not reside in D1, Citrix Management Console detects the change and removes the D1 domain local group from the configured accounts for the resource. For more information on domains, establishing trust relationship among domains, and configuring user accounts in domains or Active Directory, refer to your Windows documentation. User Permission Scenarios with Active Directory With Active Directory, the following issues affect the choices you make when you configure a server farm and manage user permissions: Chapter 3 Planning for MetaFrame XP Deployment 55 • If you use universal groups to give users permission to run published applications, all the servers that run an application (if you use Citrix Load Manager for load balancing) must reside in an Active Directory domain. • If you use a domain local group to give users permission to run published applications, all servers that load-balance an application must belong to the same domain. Also, the domain local group you assign to an application must be in the common primary domain of all the load-balancing servers. • If a user is a member of a domain local group, the group is in the user’s security token only when the user logs on to a machine in the same domain as the domain local group. Trust-based routing does not guarantee that a user’s logon request will be sent to a server in the same domain as the domain local group. The table below describes how network configurations affect user permissions with Active Directory. Program Neighborhood Filtering Authenticating to Published Applications Authenticating to Citrix Management Console Domain Global Groups No adverse effects No adverse effects No adverse effects Domain Local Groups Recommendation: All servers in the farm must be in the same domain for Program Neighborhood filtering to work properly. Rationale: If a user is a member of a domain local group, the group is present in the user’s security token only when logging on to a machine in the same domain as the domain local group. Trust-based routing (see page 53) does not guarantee that a logon request will be sent to a server in the same domain as the domain local group. It guarantees only that the request will be handled by a server in a domain that trusts the user’s domain. Recommendation: All servers that load-balance an application must be in the same domain if a domain local group is authorized to use the application. Rationale: Domain local groups assigned to an application must be from the common primary domain of all the load-balancing servers. When you publish applications, domain local groups appear in the accounts list if the first condition above is met and accounts from the common primary domain are displayed (a green domain icon denotes the servers’ common primary domain). If a published application has users from any domain local groups and you add a server from a different domain, domain local groups are removed from the configured users list, because all servers must be able to validate any user with permission to run the application. Recommendation: If a user is a Citrix administrator only by membership in a domain local group, the user must connect the console to a server in the same domain as the domain local group. Rationale: If the user connects the console to a server in a different domain than the domain local group, the user is denied access to the console because the domain local group is not in the user’s security token. 56 MetaFrame XP Administrator’s Guide Program Neighborhood Filtering Universal Groups Recommendation: No Active Directory domains in the forest to which the servers belong have explicit trust relationships with nonActive Directory domains. Rationale: Non-Active Directory domains have no knowledge of universal groups and the domain controllers will exclude a universal group from a user’s security token. As a result, applications might not appear in Program Neighborhood. Authenticating to Published Applications Authenticating to Citrix Management Console Recommendation: If universal groups are assigned permission to the application, all servers that manage the application must be in an Active Directory domain. Rationale: A server in a non-Active Directory domain could authenticate the user to run the application. In this case, universal groups are not in the user’s security token, so the user is denied access to the application. It is possible for a server in a nonActive Directory domain to load balance an application with servers in an Active Directory domain if the domains have an explicit trust relationship. Recommendation: If a user is authenticating to the console and the user is a Citrix administrator only by membership in a universal group, the console must connect to a server that belongs to an Active Directory domain in the universal group’s forest. Rationale: Non-Active Directory domain controllers and domains outside a universal group’s forest have no information about the universal group. Using the BUILTIN Group When you specify users and groups for access to published applications or network printers, or when you create Citrix Administrators, a special option, the BUILTIN group, is available from the menus that list network domains. You can use the BUILTIN option: • If your network environment is configured with Windows workgroups rather than with Windows network domains • For compatibility with Novell’s ZENworks product Using BUILTIN for Publishing Applications and Printer Management If you use the BUILTIN group to specify users for applications and printer resources, do not use Program Neighborhood and NFuse for ICA Client connections to published applications. Use only custom ICA connections to launch applications. Compatibility with ZENworks Dynamic Local Users In network environments that use Novell’s ZENworks product for user management, use the BUILTIN group for compatibility. You select the BUILTIN group to specify dynamic local users managed by ZENworks when you publish applications and assign users to network printers. Chapter 3 Planning for MetaFrame XP Deployment 57 With ZENworks, the software that handles user logons (called GINA for Graphical Identification and Authentication) on every machine that supports this feature is replaced with the GINA provided by Novell. Users log on by entering Novell Directory Service (NDS) credentials. An NDS server authenticates the user and determines permissions for the logon server. On this server, ZENworks dynamically creates a local user and gives group permissions according to the user policies. The only constant security ID between sessions is the security IDs of the BUILTIN groups to which the NDS user belongs. Changing Domain Trust Relationships If you add a new domain trust relationship, you might not be able to select user accounts in the server farm based on the trust relationship right away. You might see this situation when you publish an application, for example, after adding a new trust relationship. In the dialog box where you configure user accounts for the application, when you select a domain, the newly-trusted domain does not appear until the IMA service propagates the new trust relationship throughout the server farm. The user management subsystem updates its domain trust information every six hours (and during service startup). Therefore, it might take as long as six hours for all servers in the server farm to recognize a new trust relationship. You can avoid a delay in detection of network trust changes by restarting the IMA service on all servers affected by the change. For example, if you change a trust relationship to allow DomainX to trust DomainY, restart all servers that belong to DomainX. With Active Directory, if you add a new domain to an Active Directory forest, for example, restart the IMA service on all servers that belong to a domain in the forest that is affected by the change. If you are unsure which servers are affected by a trust relationship change, you can restart the IMA service on all servers in the farm to ensure that the change is recognized. Citrix recommends that you restart the IMA service only during offpeak hours when the load on the servers is very low. Configuring Citrix Administrator Accounts When you install the first MetaFrame XP server in a new server farm, you are asked to specify an initial farm administrator. By default, this is the user who logs on to the server to install MetaFrame XP. Setup configures this user account as a Citrix administrator with read-write permission in the console. To give other user accounts access to Citrix Management Console, a Citrix administrator with read-write permission logs on to the console and adds other user accounts to Citrix Administrators. 58 MetaFrame XP Administrator’s Guide To give administrators of your server farm access to Citrix Management Console, you add their network user accounts to Citrix Administrators in the console. The console uses standard Windows network logon and user account authentication mechanisms. When you set up Citrix administrator accounts, Citrix recommends that you select your existing administrators group for the domain or network. This group is presumed to be well controlled and its users have administrative access to network resources, including print servers. When an administrator uses the console to configure a print server for the server farm, for example, he or she must enter user credentials that allow administration of the print server. One Citrix administrator account that has read-write permission must always exist in the server farm. Therefore, you cannot delete the last remaining read-write Citrix administrator account from the console. However, if the account no longer exists in the network account authority, the console allows a local administrator to log on to the console to set up Citrix administrator accounts. Planning for Client and Server Communications In a Citrix server farm, several types of data transmission and communication pathways link ICA Clients with MetaFrame XP servers and other components. Consider the following communication issues for your deployment of MetaFrame XP, ICA Clients, and optionally, Citrix NFuse and related Citrix services: • Configuring ICA browsing so ICA Clients can find published applications and MetaFrame XP servers in your server farm • Configuring network firewalls to allow communication among ICA Clients, MetaFrame XP, and NFuse • Configuring a MetaFrame XP server farm for interoperability with MetaFrame 1.8 The first part of this section focuses on MetaFrame XP. For information about communication issues with MetaFrame XP and MetaFrame 1.8, see “ICA Browsers and MetaFrame 1.8 Interoperability” on page 70. Note Features described in this section, including ICA browsing and published applications, are not available to all ICA Clients. This section focuses on the Version 6.0 and later ICA Win32 Client features and server farm configuration with this client. For information on server connections options in other clients, see the Citrix ICA Client Administrator’s Guide for the clients you plan to deploy. Chapter 3 Planning for MetaFrame XP Deployment 59 Linking ICA Clients and MetaFrame XP Servers In a server farm, the main communication processes between ICA Clients and MetaFrame XP servers are ICA browsing and ICA sessions. ICA browsing ICA session ICA Clients perform ICA browsing when requesting applications from MetaFrame servers. A client initiates an ICA session with the server to run an application. ICA Browsing ICA browsing is a process in which an ICA Client transmits data to locate MetaFrame servers on the network and get information about the server farm’s published applications. For ICA browsing, clients communicate with the Citrix XML Service or the ICA Browser, depending on the browsing protocol selected in the ICA Client. These options are described under “Configuring ICA Browsing” on page 60. ICA browsing occurs when: • Users launch published applications. The ICA Client sends a request to locate the application on a MetaFrame server. With the Citrix Load Manager option, the client gets the address of the server with the lightest load. • Users display the Application Set list in the Find New Application Set wizard in Program Neighborhood. • A user displays the Server or Published Application list in the Add New ICA Connection wizard to create a custom ICA connection. ICA browsing produces the Servers and Published Applications list for a custom ICA connection in the Win32 Client 60 MetaFrame XP Administrator’s Guide ICA Sessions An ICA session is the communication link between ICA Clients and MetaFrame servers that ICA Clients establish to run applications. In an ICA session, a MetaFrame server transmits an application’s screen display to the client, and the ICA Client sends the user’s keystrokes, mouse actions, and local data to the application running on the server. The default port on MetaFrame servers for ICA sessions is 1494. This port must be open on firewalls for inbound communication if ICA Clients are outside the firewall. The port used on the client for the ICA session is configured dynamically when the session is established. In addition to MetaFrame servers, other components, such as Citrix NFuse, Web servers, proxy servers, and Web browsers can be involved in establishing ICA sessions. In all cases, the basic communications link for an ICA session is between the ICA Client and MetaFrame server. Configuring ICA Browsing Users connect to servers and applications from application sets or custom ICA connections in the ICA Client. As described above, ICA browsing is a process that locates MetaFrame servers and published applications in response to requests from an ICA Client. • When a user launches an application from an application set, ICA browsing locates a server that hosts the published application so the ICA Client can connect to the server and run the application. • When a user sets up a custom connection, ICA browsing produces a list of published applications or servers in the server farm. The user selects an application or server to define the custom connection. Server Location Settings The method that ICA Clients use for ICA browsing depends on the specified Server Location settings, which you set in Program Neighborhood. • For new application sets and custom connections, you configure server location settings from the Server Location button in the Find New Application Set wizard and Add New ICA Connection wizard in the ICA Client. • For existing application sets and custom ICA connections, you can change Server Location settings on the Connection tabs in the Settings dialog boxes. Chapter 3 Planning for MetaFrame XP Deployment 61 Note Some ICA Clients do not use ICA browsing and connect only to specified servers. The options described in this section are from the ICA Win32 Client. For information about other server location options, see the Citrix ICA Client Administrator’s Guide for the clients you plan to deploy. Specifying the Network Protocol for ICA Browsing The Network Protocol setting you specify for server location in the ICA Client affects the following deployment issues related to ICA browsing: • The communications protocol the client uses to locate servers • The Citrix component the client communicates with • The port the client communicates with • The default locations the client contacts Using TCP/IP+HTTP Network Protocol for ICA Browsing Citrix recommends you select TCP/IP+HTTP as the server location network protocol in the ICA Client. In addition, Citrix recommends that you specify servers to contact for ICA browsing by entering IP addresses or DNS names of MetaFrame XP servers in the Address List box. When TCP/IP+HTTP is selected and you specify MetaFrame XP servers in the Address List box, the ICA Client communicates with the Citrix XML Service on a specified server for ICA browsing. By default, if no server is specified, the client attempts to resolve the name “ica” to an IP address. This is indicated by the virtual server location “ica” in the Address List box. This feature allows the DNS or WINS administrator to configure a host record that maps “ica” to a valid MetaFrame XP server IP address that can service XML requests from ICA Clients. 62 MetaFrame XP Administrator’s Guide Tip You can configure the ICA Clients’ DNS server to use round-robin DNS to map the name “ica” to a set of MetaFrame XP servers that can service the XML requests. This is a convenient method to use to avoid individual configuration of server location addresses on ICA Clients. To locate an XML service, the ICA Client makes an HTTP connection to port 80 on the MetaFrame server. If the user is launching a published application, for example, the XML Service then sends to the client the address of a MetaFrame server that has the application published. When you configure the ICA Client to use TCP/IP+HTTP, communication between the client and XML Service consists of XML-formatted data in HTTP packets. Citrix recommends using TCP/IP+HTTP protocol for ICA browsing because it provides several advantages for most server farms: • TCP/IP+HTTP uses XML data encapsulated in HTTP packets, which the client sends to port 80 by default. Most firewalls are configured so port 80 is open for HTTP communication. • TCP/IP+HTTP does not use UDP (User Datagram Protocol) or broadcasts to locate servers in the server farm • Routers pass TCP/IP packets between subnets, which allows ICA Clients to locate servers that are not on the same subnet Using TCP/IP Network Protocol for ICA Browsing If TCP/IP is specified as the server location network protocol, and (Auto-Locate) appears in the Address List box, ICA Clients send UDP broadcasts to the ICA Browser service on port 1604 to locate MetaFrame servers and published applications. By default, MetaFrame XP server farms operating in native mode do not respond to ICA Clients that use UDP broadcasts for ICA browsing. Therefore, if clients are configured to use TCP/IP and to auto-locate servers, they will fail to locate MetaFrame XP servers or published applications in the server farm. There are two configurations you can use for MetaFrame XP servers to respond to ICA Client broadcasts for ICA browsing: • You can set the MetaFrame XP server farm to operate in mixed mode for interoperability with a MetaFrame 1.8 server farm as you migrate the farm to MetaFrame XP. • You can set the MetaFrame XP server farm, or individual MetaFrame XP servers, to respond to ICA Client broadcasts for compatibility with deployed clients. Chapter 3 Planning for MetaFrame XP Deployment 63 When a MetaFrame XP server farm operates in mixed mode, by default only MetaFrame XP servers that are master ICA Browsers respond to UDP broadcasts from ICA Clients. For more information on mixed mode operation, see “ICA Browsers and MetaFrame 1.8 Interoperability” on page 70. For information on data collectors, see “Configuring Zones and Data Collectors” on page 139. For information on configuring server response to broadcasts, see “Setting up Response to ICA Client Broadcasts” on page 135. Because UDP broadcast packets do not traverse subnets, using broadcasts for ICA browsing works only if a server that responds to broadcasts is in the same subnet as the clients. After the ICA Client locates a server, it communicates using directed (not broadcast) UDP to port 1604. Because of broadcast limitations, you might prefer to enter one or more IP addresses or DNS names of MetaFrame XP servers in the Address List box. You must do this if the ICA Client is not on the same subnet as a data collector. In summary, using the TCP/IP setting and auto-location for ICA browsing is less efficient than using TCP/IP+HTTP because it relies on UDP and UDP broadcasts. Effects of Server Location Settings on ICA Browsing The following table summarizes ICA browsing methods that result from various Network Protocol and Address List settings. Network Protocol Address List Data type Responder Farm configuration TCP/IP+HTTP Default (“ica”) XML / HTTP XML Service Native mode or mixed mode. TCP/IP+HTTP Specified server(s) XML / HTTP XML Service Native mode or mixed mode. In mixed mode, specify MetaFrame XP servers. TCP/IP Default (Auto-Locate) UDP broadcast ICA Browser on data collectors Mixed mode. Native mode if servers are set to respond to broadcasts. Servers must be on clients’ subnet. TCP/IP Specified server(s) Directed UDP ICA Browser Native or mixed mode. Communicating with the Citrix XML Service Citrix XML Service is a MetaFrame XP server component. The service is installed by default on all MetaFrame XP servers. It is also installed with Feature Release 1 for MetaFrame 1.8. When ICA Clients are configured to use TCP/IP+HTTP for ICA browsing, the XML Service communicates published application information to clients using HTTP protocol and XML data. The XML service also communicates published application information to NFuse-enabled Web servers. 64 MetaFrame XP Administrator’s Guide For example, when a user launches a published application in Program Neighborhood, the ICA Client sends a request for the application. The XML Service responds with the address of a MetaFrame server on which the application is published. With Citrix NFuse, for example, a user connects to an application portal Web page with a Web browser. The XML Service provides a list of available applications to the NFuse-enabled Web server. The Web server displays the available applications on the user’s personalized application Web page. Setting the Port for Citrix XML Service The Citrix XML Service uses an IP port on the MetaFrame server for communication with ICA Clients and NFuse. You can set the port number during or after MetaFrame XP setup. Important All MetaFrame servers in the server farm must use the same port for the XML service. The XML Service default communication port is 80. Port 80 is open on most firewalls to allow inbound communication to Web servers. If your MetaFrame and Web servers are behind a firewall, this port is probably open, allowing ICA Clients to communicate with MetaFrame XP servers and allowing Web browsers to communicate with NFuse-enabled Web servers. Note Port 80 is the default port for HTTP communication with Web servers. The Citrix XML Service includes an ISAPI extension that you can plug into Internet Information Server (IIS). The extension allows IIS and the XML Service to share port 80. This is necessary only if IIS is installed with NFuse on MetaFrame servers. The default MetaFrame XP installation does install NFuse if IIS is installed on the server. However, for best performance, Citrix recommends that IIS and NFuse be installed on separate dedicated Web servers. For information on configuring the XML Service port number, see “Changing the Citrix XML Service Port” on page 96. For information on configuring the port that NFuse uses, see the NFuse Administrator’s Guide. Chapter 3 Planning for MetaFrame XP Deployment 65 Important If you change the port used by the Citrix XML Service, you must set the correct port in the ICA Client. You can specify a port number when you add a server to the Address List under Server Location in the ICA Client. If you also use NFuse, be sure it uses the correct port for XML Service communication. For more information, refer to the NFuse documentation. See the Citrix ICA Client Administrator’s Guide or the client’s online help for instructions on configuring ICA Clients. Using DNS Address Resolution ICA Client browsing requests normally generate an IP address for connecting to MetaFrame servers. Feature Release 1 allows a MetaFrame XP server to respond with the fully qualified domain name (FQDN). This feature, called Domain Name System (DNS) address resolution, is available to clients using XML service. MetaFrame XP servers reply with an IP address as the default. You can change the default setting, which applies to the entire server farm, in Citrix Management Console. In most situations, use of IP addresses works well and with less overhead. Depending on the situation and network configuration, it could be useful to set up servers to respond to client browsing requests with FQDNs. For ease of administration, ICA Clients have a client file that is already configured to request FQDNs if DNS addressing is enabled in the server farm. ICA Clients connecting through NFuse request IP or DNS addresses based on a line in a Web server configuration file. This file is set up for IP addresses initially. Regardless of what ICA Clients are set up to request, unless DNS addressing is enabled for the server farm, IP addresses are returned. DNS address resolution works only in a native mode MetaFrame XP server farm and you must be using ICA Client 6.20.985 or later. See “Licensing the DNS Address Resolution Feature” on page 66 for licensing requirements. Important If DNS addressing is enabled, clients cannot connect reliably unless they can resolve the fully qualified domain name of all servers in the server farm. Ping a server with its DNS host name to verify this. Unless your DNS environment is configured specifically to use this feature, Citrix recommends that you do not enable DNS address resolution in the server farm. ` To enable or disable DNS address resolution in a server farm 1. Start the Citrix Management Console. 2. Right-click the farm node at the top of the tree and choose Properties. 3. Select the MetaFrame Settings tab. 66 MetaFrame XP Administrator’s Guide 4. Select or clear Enable DNS address resolution. 5. Click OK. Licensing the DNS Address Resolution Feature DNS address resolution is available with Feature Release 1 for MetaFrame XP and requires Feature Release 1 licensing. Feature release licensing refers to product and connection licenses. Each server requires a Feature Release 1 product license count. Each ICA Client connection requires a Feature Release 1 connection license count. The DNS address resolution option described in this section does not appear if Feature Release 1 licenses are not installed in the server farm. Citrix Management Console must be updated with Service Pack 1/Feature Release 1 for the DNS address resolution option to appear in the console. For more information about licensing requirements and purchases, consult your Citrix authorized reseller. Configuring Network Firewalls Protecting servers that contain valuable data and are critical to your organization’s mission requires that you consider security as an integral part of your MetaFrame XP deployment planning. In addition to physically securing servers, most organizations will install network security measures including firewalls to isolate MetaFrame servers and Web browsers from the Internet and from publicly accessible networks. To deploy MetaFrame XP servers behind network firewalls, configure access for ICA Client users by allowing packets to pass to specific communication ports that ICA Clients and other Citrix components use. As described above, Citrix recommends that ICA Clients use TCP/IP+HTTP for ICA browsing. To use this protocol with clients outside a firewall, configure the firewall to pass inbound HTTP packets on port 80, the default port for the Citrix XML service on MetaFrame XP servers. This port is usually open on firewalls for inbound HTTP packets to Web servers. In ICA sessions, ICA Clients communicate with port 1494 on MetaFrame servers. If the clients are outside the firewall, this port must be open for inbound communication to MetaFrame servers. Server Farm Configurations The diagrams below illustrate network configurations for Citrix server farms. The diagrams identify port numbers, components, and the recommended protocol for ICA browsing. See “Configuring ICA Browsing” on page 60 for more information. Chapter 3 Planning for MetaFrame XP Deployment 67 In both diagrams, communication paths are bidirectional; arrows indicate the direction in which communication is initiated. The first diagram shows the basic configuration for communication between ICA Client and MetaFrame XP server when a user launches a published application. Basic client-toserver communication With a firewall between ICA Clients and MetaFrame XP servers, port 80 is open for inbound HTTP to the XML service, and port 1494 is open for inbound ICA packets The process of running the application begins with ICA browsing (server location). TCP/IP+HTTP protocol and server addresses are specified for server location in the ICA Client. 1. The client sends a request to the Citrix XML Service on port 80 on a specified server using HTTP. 2. The XML service sends the address of a server that has the requested application. 3. The ICA Client establishes an ICA session with the MetaFrame XP server specified by the XML Service. ICA packets travel from the client to port 1494 on the server. ICA packets travel from the server to a dynamically assigned port number on the client. Organizations often place their Web servers in a demilitarized zone between firewalls. In this configuration, shown below, NFuse-enabled Web servers are between firewalls to isolate them from the MetaFrame server farm and ICA Clients. 68 MetaFrame XP Administrator’s Guide Communication with NFuseenabled Web servers In a network configuration with Web servers in a demilitarized zone between firewalls, users’ Web browsers send application requests to NFuse-enabled Web servers. Web servers send secure (HTTPS) requests to the SSL Relay and XML Service in the server farm. ICA Clients establish ICA sessions with MetaFrame XP servers on port 1494. The port used on the clients is configured dynamically. As with the basic configuration, Citrix recommends ICA Clients use TCP/ IP+HTTP protocol to communicate through a firewall. When the user launches an application from a Web page, the ICA Client establishes an ICA session through the firewall to port 1494 on the MetaFrame server. Chapter 3 Planning for MetaFrame XP Deployment 69 Client-to-server communication with SSL For SSL communication, port 443 is open for inbound communication to the Citrix SSL Relay. The client communicates with the SSL Relay for server location and ICA session communication. The diagram above illustrates communication between the ICA Client and MetaFrame XP server when SSL encryption is used. The process of running the application begins with ICA browsing (server location). In this scenario, SSL+HTTPS protocol and server IP addresses are specified for server location in the ICA Client. 1. The client sends an encrypted request to the Citrix SSL Relay on port 443 on a specified server using HTTPS. 2. The SSL Relay decrypts the request and sends it to the Citrix XML Service on port 80. 3. The Citrix XML Service sends the address of a server that has the requested application to the SSL Relay. 4. The SSL Relay encrypts and sends the address of the server to the ICA Client. 5. The ICA Client establishes an SSL-encrypted ICA session with the MetaFrame XP server specified by the XML Service. ICA packets travel from the client to port 443 on the server and are then decrypted and passed to port 1494. SSL-encrypted ICA packets travel from the server to the client. 70 MetaFrame XP Administrator’s Guide Configuring TCP Ports in Citrix Server Farms The table below lists the TCP/IP ports that MetaFrame XP servers, ICA Clients, IMA, and other Citrix services use in a server farm. This information can help you configure firewalls and troubleshoot port conflicts with other software. The table includes configuration information when you can change default settings. Communication Default port Configuration ICA sessions (ICA Clients to MetaFrame servers) 1494 See “ICAPORT” on page 306 for instructions on changing the port number. This port must be open on firewalls for inbound packets from ICA Clients to MetaFrame XP servers. Citrix XML Service 80 This port must be open on firewalls for inbound packets when ICA Clients use the TCP/IP+HTTP Network Protocol for server location. See “Changing the Citrix XML Service Port” on page 96 for configuration instructions. Citrix SSL Relay 443 See “Changing the SSL Relay Port” on page 99 for configuration instructions. MetaFrame XP serverto-server 2512 See “To change the TCP port used for indirect access to the data store” on page 86 for configuration instructions. MetaFrame XP server to Microsoft SQL or Oracle server 139, 1433, or 443 for MSSQL See the documentation for your database software. Citrix Management Console-toMetaFrame XP server 2513 Not configurable ICA Clients to ICA Browser service (UDP) 1604 MetaFrame XP servers always respond to directed UDP requests. See “Setting up Response to ICA Client Broadcasts” on page 135 for enabling MetaFrame XP servers to respond to broadcasts. Server-to-Server (directed UDP) 1604 Not configurable. This port is used only when the farm is operating in mixed mode with MetaFrame 1.8 servers. ICA Browsers and MetaFrame 1.8 Interoperability This section describes issues related to ICA browsing when MetaFrame XP operates in mixed mode with a MetaFrame 1.8 server farm. For more information about selecting mixed mode and issues related to interoperability, see “Interoperability with MetaFrame 1.8” on page 76. Chapter 3 Planning for MetaFrame XP Deployment 71 If you configure a MetaFrame XP server to use mixed mode, two separate farms— one that contains only MetaFrame 1.8 servers and one that contains only MetaFrame XP servers—will act together so they appear to ICA Clients as one server farm. When MetaFrame XP is in mixed mode, the two farms appear unified because ICA Browsers in each farm pool information and a MetaFrame XP server becomes the master browser of both farms. The master browser holds information about the published applications available on each server. Note The ICA Browser is a system service on MetaFrame 1.8 servers. On MetaFrame XP servers, the ICA Browser is a subsystem of the IMA Service that can respond to ICA Client broadcasts. In this chapter, references to the ICA Browser apply to both the MetaFrame 1.8 browser service and the MetaFrame XP browser function. In a MetaFrame 1.8 server farm, when a user launches a published application, the ICA Client asks the master ICA Browser for the address of a server that can run the application. The ICA Client also uses the master browser to find new application sets and to list servers and published applications for custom connections. In mixed mode, ICA Clients can communicate with the single master browser for the interoperating server farms by connecting to MetaFrame servers in either farm. A client can contact the master browser through the ICA Browser using TCP/IP network protocol. When you select mixed mode operation, you enable a MetaFrame XP farm to respond to broadcasts from ICA Clients that use TCP/IP and auto-location of servers. By default, only the master ICA Browser and RAS servers respond to broadcasts in mixed mode; the per-server option to respond to broadcasts is disabled. For more information about ICA browsing methods that involve broadcasts, see “Configuring ICA Browsing” on page 60. When ICA Clients use TCP/IP+HTTP for server location, they do not send broadcasts during ICA browsing and the Citrix XML Service, rather than the ICA Browser, responds to the clients, as mentioned above. Citrix recommends you configure ICA Clients to use TCP/IP+HTTP and that you specify one or more servers in the Address List. The servers you specify must have the XML service to respond to ICA browsing. The XML Service is not available on MetaFrame 1.8 servers without Feature Release 1. 72 MetaFrame XP Administrator’s Guide Election of the Master ICA Browser When a MetaFrame XP server farm operates in mixed mode, the ICA Browser runs on every server. A MetaFrame XP server takes over as the master ICA Browser for the MetaFrame 1.8 server farm and the MetaFrame XP server farm and stores information about both server farms. The master ICA Browser is chosen by a master browser election. The ICA Browser system elects a master browser when: • The master browser does not respond to another ICA Browser • The master browser does not respond to an ICA Client • A Citrix server is started • Two master browsers are detected on the same network subnet A set of election criteria is used to choose a master browser. An ICA Browser starts a browser election by broadcasting its election criteria. If another browser has a higher election criteria, it broadcasts its own election criteria. Otherwise, the last ICA Browser to respond to the election becomes the master browser. The following criteria, in order, determine the master browser: • Latest ICA Browser version • Master browser designation by Citrix Server Administration or registry key • Domain controller • Longest ICA Browser up time • Citrix server name in alphabetical order For example, a Citrix server that has a later version of the ICA Browser Service wins election as master browser over a server that has a longer up time for the ICA Browser Service. Because the ICA Browser in MetaFrame XP is a later version than the MetaFrame 1.8 ICA Browser, a MetaFrame XP server in most cases becomes the master browser when server farms are in mixed mode. Note If a MetaFrame XP server has “Do not attempt to become the master ICA Browser” selected, it does not participate in master browser elections. You can use the query server command to discover the Citrix server acting as the master browser. The query server command displays all servers on each network transport (TCP/IP, IPX, and NetBIOS). An M next to the network address of a server indicates that it is the master browser for that network transport. A B indicates a backup browser. A G indicates a gateway between subnets in the MetaFrame 1.8 server farm. Chapter 3 Planning for MetaFrame XP Deployment 73 Changing Server Drive Letters MetaFrame’s client drive mapping gives ICA Client users access to their local drives when they use applications on MetaFrame servers. When users start ICA sessions, MetaFrame assigns drive letters to client drives. • Client drives that use the same letters as the server’s drives are assigned different drive letters, starting with V and going backwards through the alphabet. • If client drive letters do not conflict with the server’s drive letters, MetaFrame uses the original letters for client drives. • Server floppy disk drives are not available to client users, so MetaFrame uses the drive letters for floppy disk drives specified on the client devices. NonWindows ICA Clients that support floppy drive mapping can be manually configured with specific drive letter mappings for each drive. Default drive mappings for sessions are shown in the following table. Client drives C and D are renamed V and U, because the server drives use the letters C and D. Client drives Server drives Logical drive letter Drive letter in ICA sessions A (floppy drive) A B (floppy drive) B C V D U C C D D E E To make drive access more familiar for client users, you can change the server drives to use letters that are not likely to be used by client devices. Doing so ensures that client drives retain their original drive letters. The following table shows an example of drive letters used if you change the drive letters of a MetaFrame server. Client drives Logical drive letter Drive letter in ICA sessions A (floppy drive) A B (floppy drive) B C C D D 74 MetaFrame XP Administrator’s Guide Server drives Logical drive letter Drive letter in ICA sessions C M D N E O CAUTION If you intend to change a server’s drive letters, do it during MetaFrame XP installation. If you change server drive letters after MetaFrame XP installation, you must do it before installing any applications. If you change the server’s drive letters, MetaFrame XP searches the following registry keys and changes all drive references to reflect the new drive letters: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\* HKEY_LOCAL_MACHINE\SOFTWARE\Classes\* HKEY_LOCAL_MACHINE\SOFTWARE\Equinox\eqn\CurrentVersion \NetRules HKEY_LOCAL_MACHINE\SYSTEM\* HKEY_CLASSES_ROOT\* HKEY_USERS\* MetaFrame XP also updates the pagefile entry and the following shortcut files: %SystemRoot%\Profiles\Default User\*.lnk %SystemRoot%\Profiles\Administrator\*.lnk %SystemRoot%\Profiles\All Users\*.lnk The first time a user logs on to the MetaFrame server after you change the drive letters, references to the old drive letters in the user’s profile are updated. Configuring Session Shadowing You use MetaFrame’s session shadowing to monitor and interact with users’ ICA sessions. When you shadow an ICA session, you can view everything that appears on the session display. You can also use remote control features to control the mouse and enter keystrokes from a remote location. Shadowing can be a useful tool for training, troubleshooting, and monitoring by supervisors, help desk personnel, and teachers. Chapter 3 Planning for MetaFrame XP Deployment 75 During MetaFrame XP installation, you can limit or disable shadowing. You can disable shadowing of ICA sessions on all servers in your server farm if legal privacy requirements prohibit shadowing of users’ sessions. Alternatively, you may want to disable shadowing on servers that host sensitive applications, such as personnel or payroll applications, to protect confidential data. MetaFrame XP Setup provides options on the Shadowing Setup page for you to limit or disable shadowing at installation time. Important Shadowing restrictions are permanent. If you disable shadowing, or enable shadowing but disable certain shadowing features, the restrictions cannot be changed at a later time. Do not disable shadowing as a substitute for instituting user- and group-specific permissions for ICA connections. Disabling shadowing for ICA sessions does not affect RDP sessions. Use Terminal Server Connection Configuration to disable shadowing of RDP sessions or remove the RDP connections completely. Allow shadowing of ICA sessions on this server. This option enables shadowing of ICA sessions hosted by the server. When you enable shadowing, you have the option to select the following restrictions: • Prohibit remote control of ICA sessions. By default, MetaFrame XP gives administrators the ability to input keystroke and mouse control during session shadowing. Select this option if you want administrators to be able to shadow without input. In some cases, shadowing without input hides administrator presence. • Prohibit shadow connections without notification. By default, MetaFrame XP notifies users with a prompt when an administrator is attempting to shadow their sessions. Select this option to deny administrators the ability to shadow sessions without sending this notification. • Prohibit shadow connections without logging. Events such as shadowing attempts, successes, and failures can be logged in the Windows event log and examined using Event Viewer. Select this option to enable logging. Do not allow shadowing of ICA sessions on this server. This option permanently disables shadowing by anyone of all ICA sessions on the server. 76 MetaFrame XP Administrator’s Guide Interoperability with MetaFrame 1.8 A single MetaFrame XP server farm can interoperate with a single MetaFrame 1.8 server farm when the MetaFrame XP farm is set to mixed mode. This mode provides limited pooling of connection license counts between MetaFrame 1.8 and MetaFrame XP servers, and allows applications to be published across MetaFrame 1.8 and MetaFrame XP servers. Important For interoperability in mixed mode, Citrix recommends that you install the latest service pack on MetaFrame 1.8 servers. You can download service packs from Citrix at http://www.citrix.com/support/. New features in Feature Release 1 for MetaFrame XP are not available when a server farm operates in mixed mode for interoperability with MetaFrame 1.8 Configuring MetaFrame XP for Mixed Mode Operation You can configure a MetaFrame XP server farm to operate in mixed mode when you install the first MetaFrame XP server in the farm. For information on configuring mixed mode during MetaFrame XP installation, see “Migrating Citrix Servers to MetaFrame XP” on page 94. After you install MetaFrame XP, you can configure the farm to operate in mixed mode using Citrix Management Console. For more information, refer to the console’s online help. When you switch a MetaFrame XP server farm from mixed mode to native mode, (the mode in which only IMA-based servers participate in the server farm), the MetaFrame 1.8 and MetaFrame XP server farms become completely separate. Mixed mode is designed to facilitate migration to MetaFrame XP; it is not designed to be a permanent solution. After all MetaFrame 1.8 servers in the MetaFrame 1.8 farm have been migrated to MetaFrame XP, be sure to set the MetaFrame XP server farm to operate in native mode using Citrix Management Console. The following issues and limitations affect operation in mixed mode: ICA Browser election. In mixed mode, a MetaFrame XP server becomes the master ICA Browser on the subnet. On each MetaFrame XP server in the farm, the ICA Browser and Program Neighborhood-related services shut down and restart. During this process, ICA Clients might be unable to refresh applications in Program Neighborhood or browse for published applications, although current ICA connections are not affected. Therefore, it’s best to switch to mixed mode when the fewest users need to connect to published applications. Chapter 3 Planning for MetaFrame XP Deployment 77 ICA license gateways. In mixed mode, license gateways in the MetaFrame 1.8 server farm do not function for license pooling. You must set up license pooling across subnets using Citrix Management Console. For more information, see “Pooling License Counts in Mixed Mode,” below. Program Neighborhood service. If you change the server farm from mixed mode to native mode before you migrate the entire MetaFrame 1.8 server farm to MetaFrame XP, you must stop and restart the Program Neighborhood service on all MetaFrame 1.8 servers that do not have MetaFrame 1.8 Service Pack 2 installed. If you do not restart the Program Neighborhood service, ICA Clients could have problems using published applications in the MetaFrame 1.8 server farm. Farm names. The name you give to the MetaFrame XP server farm must be the same as the name of the MetaFrame 1.8 server farm. You enter the server farm name when you create the data store during MetaFrame XP installation on the first server in the farm. Subnet issues. Do not use mixed mode if the server farm has no MetaFrame 1.8 servers operating in the same subnet as at least one MetaFrame XP server. Active Directory and user logons. MetaFrame 1.8 servers do not support Active Directory. ICA Client users cannot enter user credentials in user principal name (UPN) format ([email protected]) when a server farm operates in mixed mode. Entering UPN names can result in failure to display application sets and connect to published applications when clients connect to MetaFrame 1.8 servers. Pooling License Counts in Mixed Mode Pooling MetaFrame 1.8 connection license counts across subnets is not supported when you use mixed mode. When operating in native mode, MetaFrame XP combines connection license counts into a common pool for the entire server farm. When operating in mixed mode, there is one pool of connection license counts for each IP subnet. Within each subnet, the pooled MetaFrame XP license counts and any pooled MetaFrame 1.8 license counts are combined and available to both MetaFrame 1.8 and MetaFrame XP servers. You can configure the percentage of connection license counts to allocate to each subnet on the Interoperability tab in the farm Properties dialog box in Citrix Management Console after mixed mode is enabled. If you use license gateways to pool licenses between subnets, the gateways do not function when the server farm is interoperating with a new MetaFrame XP server farm in mixed mode. Here is an example of how license gateways are affected by mixed mode: 78 MetaFrame XP Administrator’s Guide There are two subnets, with four MetaFrame 1.8 servers on Subnet A and two MetaFrame 1.8 servers on Subnet B. Each server contributes 15 pooled licenses through a license gateway. If you run the Qlicense command on a MetaFrame 1.8 server, it displays 90 pooled licenses. If you install a MetaFrame XP server on each subnet and add a 10-count connection license, each MetaFrame XP server becomes the master ICA Browser on the respective subnets; the license gateway stops functioning. The MetaFrame XP servers allocate the MetaFrame XP connection license counts to each subnet spanned by the MetaFrame XP farm but the MetaFrame 1.8 licenses are no longer pooled. By default, the MetaFrame XP connection licenses are allocated to each subnet evenly. The connection license allocation percentages can be modified as described above. Using the default license allocation (which in this example is 50% for Subnet A and 50% for Subnet B), when you run Qlicense on the MetaFrame 1.8 servers on Subnet A, it reports 65 pooled licenses (4 MetaFrame 1.8 Servers * 15 licences each + (50% * 10 MetaFrame XP license counts). When you run Qlicense on the MetaFrame 1.8 servers on Subnet B, it reports 35 pooled licenses (2 MetaFrame 1.8 servers * 15 licenses) + (50% * 10 MetaFrame XP license counts). The result is that the servers on Subnet A allow 65 concurrent connections while the servers on Subnet B allow 35 concurrent connections. Pooling MetaFrame for UNIX Licenses If your organization uses MetaFrame 1.8 for Windows and MetaFrame 1.0 or 1.1 for UNIX Operating Systems, you can pool connection licenses among the MetaFrame for Windows and MetaFrame for UNIX servers that are in the same subnet. If you use IMA mixed mode to migrate the MetaFrame 1.8 for Windows servers to MetaFrame XP, connection license pooling continues between the MetaFrame 1.8 server farm and the MetaFrame for UNIX servers while the new MetaFrame XP server farm is in mixed mode for interoperability with MetaFrame 1.8. When you complete the migration of MetaFrame 1.8 servers to MetaFrame XP and switch the new farm from mixed mode to native mode, the change causes license pooling with the MetaFrame for UNIX servers to stop. All licenses that were pooled in the MetaFrame 1.8 server farm move to the license pool of the new MetaFrame XP server farm. Some organizations split licenses into two groups if their MetaFrame 1.8 for Windows and MetaFrame for UNIX servers are on different subnets. In this case, moving MetaFrame 1.8 servers to MetaFrame XP does not affect licensing because license pooling is not used with the MetaFrame for UNIX servers. Chapter 3 Planning for MetaFrame XP Deployment 79 If you previously pooled license counts with MetaFrame for UNIX before migrating your MetaFrame 1.8 for Windows servers to MetaFrame XP, Citrix recommends that you configure your MetaFrame for UNIX servers in a separate subnet with sufficient connection license counts for the clients who connect to the servers. If you want to continue to pool license counts with MetaFrame for UNIX after migrating MetaFrame 1.8 servers to MetaFrame XP, contact your Citrix representative. Using MetaFrame XP Tools in Mixed Mode During MetaFrame XP installation, the Setup program installs all of the tools that are included with MetaFrame 1.8. All of the utilities work with both MetaFrame 1.8 and MetaFrame XP servers, with the exceptions described below. Citrix Server Administration. This utility allows you to configure various options on MetaFrame XP servers. However, the settings take effect only when the server farm is operating in mixed mode. Publishing Applications. If you create or edit settings for published applications using the version of Published Application Manager included with MetaFrame XP, you cannot edit or delete the published applications using the version of Published Application Manager from MetaFrame 1.8. Use the version of the utility included with MetaFrame XP or installed with Service Pack 2 for MetaFrame 1.8. MetaFrame XP does not support publishing videos using Citrix VideoFrame 1.0. Videos can still be launched from an ICA session using a Cvi file. Shadowing. In native mode, the Shadow Taskbar displays MetaFrame XP servers in a server farm. In mixed mode, the taskbar also displays MetaFrame 1.8 servers in the MetaFrame 1.8 server farm that is interoperating with the MetaFrame XP farm. Client printer configuration. Use Citrix Management Console for all printer configuration and printer management for ICA Client users. CHAPTER 4 Installing MetaFrame XP This chapter describes how to install and set up MetaFrame XP on Windows servers. Be sure you read “Planning to Deploy MetaFrame XP” on page 39 before you begin to install MetaFrame XP. If you already installed MetaFrame XP and are preparing to deploy Feature Release 1 or Service Pack 1, see “Deploying Feature Release 1 and Service Pack 1” on page 105 for step-by-step instructions. This chapter includes the following topics: • Creating the Data Store with SQL Server or Oracle, page 82 • Starting MetaFrame XP Installation, page 84 • Choosing Options During Setup, page 84 • Installing Citrix NFuse, page 94 • Migrating Citrix Servers to MetaFrame XP, page 94 • Changing the Citrix XML Service Port, page 96 • Setting Up Citrix SSL Relay, page 97 • Unattended Setup of MetaFrame XP Servers, page 101 • Cloning a MetaFrame XP Server, page 102 • Uninstalling MetaFrame XP, page 103 • Installing Citrix Management Console on Other Computers, page 104 82 MetaFrame XP Administrator’s Guide Creating the Data Store with SQL Server or Oracle To use Microsoft SQL Server or Oracle for a server farm’s data store, use your database management software to create a database. Then, during MetaFrame XP Setup, configure each server’s ODBC driver to connect to the database. The following procedures explain how to create databases using Microsoft SQL Server and Oracle. If you are setting up your farm to use Microsoft Access, you do not need to read this section and can skip to “Starting MetaFrame XP Installation” on page 84. Using a Microsoft Access database involves creating a database locally during the installation of MetaFrame XP on the first server in the farm. Authenticating to the Data Store During Setup During MetaFrame XP installation, the Setup program asks you to enter user credentials to access the server farm’s data store database. There are several issues associated with user authentication to the data store when you use SQL Server. SQL Server has two methods to verify user login IDs: with Windows NT authentication using the network login ID, or with SQL Server authentication using a login ID and password entered by the user. • If you select the SQL Server authentication option, the MetaFrame XP Setup program can validate the credentials you enter and inform you if you enter incorrect or unauthorized credentials. • If you control access through Windows NT authentication, the Setup program cannot validate the credentials you enter for database access unless the account you use to log on to the server has a privilege of “Act as part of the operating system.” This privilege is not usually set on user accounts. If the account you use to log on to the server does not have the privilege “Act as part of the operating system,” the account must have access to the database; otherwise installation will fail, even if you enter the correct user name and password of a user that does have database access, because the Setup program cannot impersonate the user you specify. Important If Setup cannot validate the credentials you enter, it cannot warn you if you enter the user name or password incorrectly or the credentials do not grant access to the database. When the Setup program attempts to access the database it will fail, and then initiate an uninstall of MetaFrame XP. To install MetaFrame XP, start the Setup program again and enter correct credentials for access to the database. Chapter 4 Installing MetaFrame XP ` 83 To create a data store database with Microsoft SQL Server Some dialog boxes might differ from the descriptions in this procedure, depending upon the version of Windows and SQL Server you use. 1. Run SQL Enterprise Manager on your Microsoft SQL server (Start > Programs > Microsoft SQL Server 7.0 > Enterprise Manager). 2. In the Enterprise Manager’s left pane, expand the tree until you reach the folder level. 3. Right-click the Databases folder and choose New Database. 4. A dialog box appears. In the Name box, enter a name and click OK. 5. Expand the Security folder. 6. Right-click Logins and choose New Login. 7. A dialog box appears with the General tab displayed. In the Name box, enter a name. Make note of the name because you will need to enter it during MetaFrame XP installation. 8. In the Authentication section of the General tab, click SQL Server authentication and enter a password. Remember the password; you must enter it during MetaFrame XP installation. 9. In the Defaults area of the General tab, change the Database to the name you specified in Step 4. 10. Click the Database Access tab. In the Database list, select the database name specified in Step 4. 11. In the Database Roles list, select DB_Owner. Leave other selected roles checked. 12. Click OK. You are prompted to confirm your password. Doing so completes database creation. ` To create a data store database with Oracle 1. If you do not already have Oracle installed, install it using the default database. 2. On the Oracle server, run SQL Plus. At the connection prompt, type internal. 3. Use the following commands as guidelines for creating a tablespace and user: create tablespace MFXPIMA datafile ‘D:\ORADATA\MFXPIMA.DBF’ size 5000k autoextend on next 5000k maxsize unlimited; alter tablespace MFXPIMA default storage (pctincrease 0 maxextents unlimited); create user MFXP identified by MFXP01 default tablespace MFXPIMA temporary tablespace TEMP; 84 MetaFrame XP Administrator’s Guide grant connect, resource to MFXP; The tablespace is named MFXPIMA and saved in D:\ORADATA\MFXPIMA.DBF. The user is named MFXP and has the password MFXP01. Temp is the default temporary tablespace for Oracle8i. If you are using Oracle7, use TEMPORARY_DATA instead of TEMP. Starting MetaFrame XP Installation The following procedures explain how to install MetaFrame XP using the MetaFrame XP CD-ROM or a network share. For more information, including descriptions of Setup options, see “Choosing Options During Setup” on page 84. Important If you want to install MetaFrame XP from a network share, do not attempt to install from a path that contains space characters, such as N:\cdimages\MetaFrame XP. ` To begin MetaFrame XP installation 1. Exit all applications. 2. Insert the MetaFrame XP CD-ROM into the CD drive. • If your CD drive supports Autorun, the MetaFrame XP splash screen appears. • If the splash screen does not appear or you are installing from a network share point, from the Start menu, click Run and type d:\autoroot.exe where d is the path to your CD-ROM drive or network share point. 3. Click MetaFrame XP Setup. When MetaFrame XP Setup begins, a series of information pages and dialog boxes ask you to select options and configure MetaFrame XP. Click Next to continue after you complete each entry. If you want to return to a previous page to make changes, click Back. If you click Cancel, the Setup program stops without finishing installation. Choosing Options During Setup The following sections describe the various aspects of MetaFrame XP configuration that you perform in the MetaFrame XP Setup program. Chapter 4 Installing MetaFrame XP 85 Data Store Configuration This section explains how to configure MetaFrame XP servers to connect to the data store for a server farm. For background information on the data store, see “Choosing a Database for the Data Store” on page 45. For background information on IMA zones, see “Configuring Zones and Data Collectors” on page 139. Using Access for the Data Store To use a Microsoft Access database for a server farm data store, you create the database when you install MetaFrame XP on the first server in the farm. Additional servers connect to the first server using TCP port 2512. If you want to use another port, see the procedure below for changing the port on the first server. You can specify the port number for the other servers during MetaFrame XP installation. ` To create a server farm using Access for the data store 1. On the first page of the Data Store Configuration wizard, select Create a new farm and click Next. 2. On the second page of the wizard, select Use a local database as the data store and click Next. 3. On the third page of the wizard, enter a name for the IMA zone. 4. On the fourth page of the wizard, enter a name for the server farm. Farm names can contain up to 32 characters and can contain spaces. Click Next to continue. 5. Continue with MetaFrame XP installation. ` To add more servers to the server farm 1. On the first page of the Data Store Configuration wizard, select Join an existing farm. 2. On the second page of the wizard, select Connect to a data store set up locally on another server. 3. On the third page of the wizard, enter a name for the IMA zone. 4. On the fourth page of the wizard, enter the name and TCP port of the server that contains the Access data store. 5. Continue with MetaFrame XP installation. 86 MetaFrame XP Administrator’s Guide ` To change the TCP port used for indirect access to the data store CAUTION Using Registry Editor incorrectly can cause serious problems that can require you to reinstall the operating system. Citrix cannot guarantee that problems resulting from incorrect use of Registry Editor can be solved. Use Registry Editor at your own risk. Make sure you back up the registry before you edit it. If you are running Windows NT, make sure you also update your Emergency Repair Disk. 1. On the MetaFrame XP server containing the data store, change the value of the registry key HKLM\Software\Citrix\IMA\ImaPort to the desired port number. 2. On all other MetaFrame XP servers in the farm, change the value of the registry key HKLM\Software\Citrix\IMA\PsServerPort to the desired port number. Using SQL or Oracle for the Data Store The following procedure describes options that appear during MetaFrame XP Setup as part of the MetaFrame XP installation. The same procedures are used whether the data store is a Microsoft SQL database or an Oracle database. Before starting MetaFrame XP Setup, you must create the data store database using your database management software; see the procedures “To create a data store database with Microsoft SQL Server” on page 83 or “To create a data store database with Oracle” on page 83. ` To create a server farm with an SQL or Oracle data store Follow this procedure only on the first server in the farm on which you install MetaFrame XP. See the next procedure for configuring the remaining servers in the farm. 1. On the first page of the Data Store Configuration wizard, select Create a new farm and click Next. 2. On the next page, select Use a third party database as the data store and click Next. 3. On the third page of the wizard, enter a name for the IMA zone. 4. The next page displays a list of MetaFrame XP-supported ODBC drivers installed on the server. Select the driver for your database and click Next. Important If your driver does not appear in the list, cancel MetaFrame XP Setup, install the driver, and then restart MetaFrame XP Setup. Chapter 4 Installing MetaFrame XP 87 5. Follow the procedure “To configure the ODBC driver for Microsoft SQL Server” on page 87 or “To configure the ODBC driver for Oracle” on page 90. 6. On the next page, enter the credentials to access the database. The credentials you enter must match those specified during database creation and ODBC driver setup. After verifying the credentials, click Next. 7. Enter a name for the farm in the Server Farm box. Farm names can contain up to 32 characters and can contain spaces. This step completes data store configuration of the first server in the farm. ` To add more servers to the server farm 1. On the first page of the Data Store Configuration wizard, select Join an existing farm and click Next. 2. On the next page, select Direct data store connection and click Next. 3. Follow the instructions in the procedure “To create a server farm with an SQL or Oracle data store” beginning with Step 3. Configuring ODBC Drivers This section provides step-by-step instructions for configuring ODBC drivers for Microsoft SQL Server and Oracle databases. Some of the dialog boxes shown are components of Microsoft’s ODBC manager and may differ from those you see, depending upon the version of Windows and the ODBC driver you are using. ` To configure the ODBC driver for Microsoft SQL Server 1. When you select your SQL driver from the Installed ODBC Driver list in MetaFrame XP Setup, the following dialog box appears: 88 MetaFrame XP Administrator’s Guide Leave the Name field as is. Click the pull-down list next to the Server field and select your SQL Server machine in the list. Click Next. 2. The following dialog box appears: This dialog box lets you specify the method of authenticating the login ID that MetaFrame XP will present to the SQL Server when accessing the data store. To authenticate successfully, the SQL Server and MetaFrame XP must use the same authentication method. Make sure the database created for MetaFrame XP by the database administrator is using SQL Server authentication. Choose With SQL Server authentication. In the Login ID field, specify the login created by the database administrator. In the Password field, specify the password for the login ID. Click Next. If the ODBC manager is unable to authenticate to the database, it prompts you to re-enter the login ID and password. Chapter 4 Installing MetaFrame XP 89 3. The following dialog box appears: Click Change the default database to and select the name of the database you created for MetaFrame XP if it is not already selected. Note SQL Server login IDs can be configured to log in to a database by default. If in your SQL Server administrative program the login ID is set to log in to the data store database by default, you do not have to specify a default database in this dialog box. 4. Click Next. The following dialog box appears: Click Finish to accept these values. A dialog box lets you test the new data source name. Click Test Data Source. If the test completes successfully, click OK and then click OK again to complete data source name configuration. 90 MetaFrame XP Administrator’s Guide 5. Follow the steps in the procedure, “To create a server farm with an SQL or Oracle data store” on page 86, beginning with step 6. ` To configure the ODBC driver for Oracle 1. If you select an Oracle driver from the Installed ODBC Driver list in MetaFrame XP Setup, the following dialog box appears: 2. In the Service Name box, type the service name used when the Oracle client was installed. In the User Name and Password boxes, type the user name and password created on the Oracle server for the data store. 3. Click OK. This completes the Oracle data store setup. You are now ready to install MetaFrame XP. Follow the steps in the procedure “To create a server farm with an SQL or Oracle data store” on page 86, beginning with step 6. Configuring Network ICA Connections Citrix’s ICA protocol works with the following network protocols: TCP/IP, IPX, SPX, and NetBIOS. Protocols installed under Windows networking are automatically selected during MetaFrame XP Setup. If a protocol appears grayedout and unchecked, it was not configured under Windows networking. By default, Setup enables ICA connections over all network protocols already installed on the server. Deselect protocols you do not want to support. The TCP/IP protocol cannot be deselected; you must install support for TCP/IP. Chapter 4 Installing MetaFrame XP 91 Tip If you want to enable ICA connections over a network protocol that is not available at the time of MetaFrame XP installation, you can do so after installation. After Setup completes, install the protocol under Windows networking and then use the Citrix Connection Configuration utility to enable ICA connections for the newly-installed protocol. Configuring Asynchronous ICA Connections You can add modems and configure asynchronous ICA connections during MetaFrame XP installation. When the TAPI Modem Setup page appears, click Add Modems to install modems. The system modem installer appears to guide you through modem installation. If TAPI modems are installed on your server, the Asynchronous ICA Connections page is displayed for you to select modems for asynchronous ICA connections. Select the devices to configure for asynchronous ICA connections. You can select multiple modems if desired. Click Next to accept the selected modems as valid asynchronous ports. ` To install a modem during MetaFrame XP installation 1. If no modems are configured in your system, the Install New Modem dialog box appears. If modems are configured, proceed to Step 8. • If you want to auto-detect your modem, click Next. • If you want to manually select your modem, select the Don't detect my modem check box and click Next. Proceed to Step 4. 2. If you have a multiport async adapter, select a port on which to run autodetection. MetaFrame XP Setup auto-detects the modem connected to the specified port. You can configure multiple ports with the same modem type in Step 5 below. 3. Windows searches for your modem. The detected modem is displayed. If this is the correct modem type, click Next and proceed to Step 5. • If you want to select another modem type, click Change. • If no modem is detected, click Next. 4. Select the manufacturer and model of your modem, or do one of the following, and click Next. • If you do not see your modem on the list, select a similar model from the same manufacturer or a generic modem type. • If your modem came with a driver on disk, click Have Disk and follow the manufacturer’s instructions for installing the driver. 92 MetaFrame XP Administrator’s Guide 5. The port selection dialog box appears. Select the port(s) to which the modem is connected. Click Next when finished. 6. If this is the first modem installed, the Location Information dialog box appears. Specify the country you are in, the area or city code, the number that must be dialed to reach an outside line, and whether the modem should use tone or pulse dialing. These settings are used with all modems. When finished, click Next. 7. A dialog box appears informing you that the modem has been set up successfully. Click Finish. 8. The Modems Properties dialog box appears. To change the configuration of an existing modem, select the modem and click Properties. To add another modem, click Add and repeat Steps 1 through 5. When you are finished, click Close and then click Next in the TAPI Modem Setup dialog box. Modem installation is complete. Installing ICA Client Software During MetaFrame XP installation, the ICA Client Distribution wizard installs ICA Clients and ICA Client-related utilities from a Citrix ICA Client CD-ROM or network share point. For more information on deploying and configuring ICA Clients, see “Deploying ICA Clients to Users” on page 191. Note You can skip ICA Client setup during MetaFrame XP installation. To cancel the ICA Client Distribution wizard, click Cancel when the wizard appears. Create or update ICA Client images. The ICA Client Creator is a Citrix server utility you use to create installation disks for Windows and DOS ICA Clients. The ICA Client Distribution wizard places copies of ICA Clients in the database from which this utility creates client disks. Create or update the ICA Client Update Database. Client Auto Update is a feature that enables you to schedule the download and installation of the latest ICA Client software from MetaFrame XP servers to client devices. The ICA Client Distribution wizard places copies of ICA Clients in the database used by Client Auto Update. Install or upgrade the ICA pass-through Client on the server. MetaFrame XP servers can include an installed copy of the ICA Win32 Client. You can publish its Program Neighborhood interface functionality to all clients. The ICA Client Distribution wizard installs the ICA Win32 Client on the MetaFrame XP server. Chapter 4 Installing MetaFrame XP 93 Install ICA Client Administrator’s Guides. The wizard can copy the ICA Client Administrator’s Guides in PDF format to the Program Files\Citrix\Documentation directory on the server. When the wizard prompts you to specify the location of your ICA Client CD-ROM, insert your ICA Client CD in the server’s CD-ROM drive and click Next. Alternatively, you can specify the location of a network-shared ICA Client CDROM or CD-ROM image. In the ICA Client CD Image field, specify the location of your installation media. The wizard requires you to type in or browse to the location of the file ICASetup.ini. This file is located in the root directory of the ICA Client CD. The wizard includes typical and custom installation paths. A typical installation does the following: • Installs the Client Auto Update Database and copies each ICA Client into the database • Installs the ICA Client Creator database and copies each ICA Client into the database • Installs the ICA Win32 Client on the server • Copies the ICA Client Administrator’s Guides to the %SystemDrive%\Program Files\Citrix\Documentation\ICA Clients directory on the server When performing a custom installation, a dialog box gives you options for installing ICA Clients and documentation. If you select Create/Update Citrix ICA Client Images or Create/Update Citrix ICA Client Update Database, dialog boxes let you select ICA Clients to install. For example, if you choose to Create/Update Citrix ICA Client Images, a dialog box lets you select ICA Clients to add to the ICA Client Creator’s database. Clear the check boxes for ICA Clients you do not want to add to the database. Entering Licenses and Product Codes During MetaFrame XP installation, you can enter serial numbers for MetaFrame XP licenses. The Setup program also asks you to enter or confirm the product code, a string that specifies the product license to use on the MetaFrame XP server. License serial numbers and the product code are printed on a label in your MetaFrame XP media package or Connection License Pack. On the label, a product license serial number is labeled “Server” and a connection license serial number is labeled “ICA Connect.” You are not required to enter license serial numbers or product codes during installation. However, you must enter licenses in the server farm and you must assign a product code to a server (or accept the default product code) for the server to accept ICA connections. 94 MetaFrame XP Administrator’s Guide A MetaFrame XP server farm combines product licenses and connection licenses in a license pool. You can enter one or more license serial numbers during MetaFrame XP installation. You can use Citrix Management Console to enter licenses after installation. You must also activate licenses that you enter in the server farm. Do not enter the same serial number more than once. To enter a serial number during installation, type the number in the dialog box and click Add. Repeat this step to install additional licenses. Click Next when you finish. If you entered a license serial number, Setup displays a recommended product code. Verify that the product code matches the product code printed on the serial number label. If you did not enter a license serial number, type the product code from your MetaFrame XP product package. For more information on licenses and product codes, see “Licensing MetaFrame XP” on page 145. Installing Citrix NFuse Citrix NFuse is a Web portal to applications and information. NFuse software runs on Web servers and works with MetaFrame to connect users to published applications and content through Web sites over intranets and the Internet. For large-scale deployments, Citrix recommends that you run NFuse on dedicated Web servers. For smaller deployments, you can run Web server software and NFuse together on a MetaFrame XP server. The Feature Release 1 distribution package includes a CD-ROM containing NFuse 1.6. For more information on NFuse 1.6 features and installation, refer to the NFuse Administrator’s Guide on the NFuse 1.6 CD-ROM. Migrating Citrix Servers to MetaFrame XP MetaFrame XP can run in mixed mode, with MetaFrame 1.8 servers and MetaFrame XP servers co-existing in a single farm. Citrix recommends you use this mixed mode only during pilot deployments or migrations, not as a permanent solution. See “Interoperability with MetaFrame 1.8” on page 76 for more information on the limitations of mixed mode. Supported Migration Paths MetaFrame XP supports migration of Citrix servers that are running the following WINFRAME or MetaFrame versions: Chapter 4 Installing MetaFrame XP 95 MetaFrame 1.8 + Feature Release 1 MetaFrame 1.8 + Service Pack 1 MetaFrame 1.8 MetaFrame 1.0 WINFRAME 1.8 + Service Pack 5C WINFRAME 1.8 Note Servers running WINFRAME cannot be migrated directly to Windows 2000 Servers. They must be migrated to Windows NT 4.0 Server, Terminal Server Edition. ` Overview of migration process 1. Configure the SQL data store server if you are using Microsoft SQL or Oracle for the MetaFrame XP server farm’s data store. 2. Install MetaFrame XP on a Citrix server other than the current master ICA Browser. • During MetaFrame XP installation, choose the option to create a new IMAbased server farm. • Name the new MetaFrame XP server farm exactly the same as the existing MetaFrame 1.8 server farm. • Enter the appropriate product code and serial numbers for your Citrix migration to MetaFrame XP license. This server becomes the new master ICA Browser, so it must be a server capable of handling the increased load. You can use the query server command line utility to discover the Citrix server acting as the master browser. An M next to the network address of a server indicates that it is the master browser. When the server restarts after MetaFrame XP installation, the browser election process causes published applications and server browsing to be temporarily unavailable. Therefore, it is best to do this initial migration outside of normal working hours. 3. Verify that you can connect to the MetaFrame XP server and check the migration log file to confirm that all applications were migrated successfully. The MetaFrame XP Setup program displays the name of the script file. The file is located in %SystemRoot%\System32. 4. Migrate additional MetaFrame 1.8 servers. During installation, choose to join an existing farm. 96 MetaFrame XP Administrator’s Guide 5. After all MetaFrame 1.8 servers have been migrated to MetaFrame XP, change the server farm to operate in native mode by selecting the farm node and choosing Properties in Citrix Management Console. Clear the check box under MetaFrame Interoperability on the Interoperability tab. When you make this change, license sharing with license gateways stops. For more information, see “Pooling License Counts in Mixed Mode” on page 77. Changing the Citrix XML Service Port If you plan to change the port used by the Citrix XML Service on MetaFrame XP servers, make sure the port you plan to use is not used by any other application. For a list of ports in use, type netstat -a at a command prompt. Make a note of the port number you specify. If you use a port other than the default port 80, you must configure your NFuse Web server and any ICA Clients using TCP/IP + HTTP server location to use the port you choose. See the NFuse Administrator’s Guide for instructions on configuring NFuse to use a different port. See the ICA Client Administrator’s Guides for instructions on configuring the ICA Clients to use a different port. Important All of the MetaFrame servers in the server farm must use the same TCP port for the XML service. This requirement includes all MetaFrame 1.8 and MetaFrame XP servers when operating in mixed mode. ` To specify the XML Service port during installation During MetaFrame XP installation, Setup prompts you for an available TCP/IP port on the server. Select to share port 80 with Internet Information Server (if installed) or enter a port number in the TCP/IP Port box and click Next. If the specified port is in use, Setup notifies you. Note If you are migrating a Citrix server to MetaFrame XP, Setup does not display the dialog box for you to specify the XML Service port. Instead, the port remains the same as that used by the Citrix server before MetaFrame XP installation. You can change the port after installation as described below. ` To change the XML Service port after installation Important Use this procedure only if you do not want to share the port used by Internet Information Server. Chapter 4 Installing MetaFrame XP 97 1. Use the Services icon in the Control Panel to stop the Citrix XML Service. On Windows 2000 servers, this icon is in the Administrative Tools folder in the Control Panel folder. Important If your MetaFrame XP server is running Windows 2000, you must close the Services window after stopping the service. 2. At a command prompt, type ctxxmlss /u to unload the Citrix XML Service from memory. 3. Type ctxxmlss /rnn, where nn is the number of the port you want to use. For example, ctxxmlss /r88 forces the Citrix XML Service to use TCP/IP port 88. 4. Restart the Citrix XML Service in the Control Panel. ` To manually configure Citrix XML Service to share the TCP port with Internet Information Service 1. Use the Services Control Panel to stop Citrix XML Service. On Windows 2000 servers, this icon is in the Administrative Tools folder in the Control Panel folder. Important If your MetaFrame XP server is running Windows 2000, you must close the Services window after stopping the service. 2. At a command prompt, type ctxxmlss /u to unload the Citrix XML Service. 3. Copy Wpnbr.dll and Ctxxmlss.txt to the IIS scripts directory on your Web server. These files are installed to %SystemRoot%\System32\ during MetaFrame XP installation. The default scripts directory is %RootDrive%\inetpub\scripts\ 4. Use Internet Service Manager to give the files Read and Write access. 5. Stop and restart the Web server. Setting Up Citrix SSL Relay The Citrix SSL Relay can secure communications between ICA Clients, NFuseenabled Web servers, and MetaFrame XP servers. By default, the Citrix SSL Relay service listens on TCP port 443, the standard port for the SSL protocol. You can configure the SSL Relay to listen on any TCP port, but the port must be open on firewalls to MetaFrame XP servers running the SSL Relay. 98 MetaFrame XP Administrator’s Guide Important If you change the default Citrix SSL Relay port, you must set SSLProxyHost to the new port number in the ICA Client appsrv.ini file. For more information on client settings, see the ICA Win32 Client Administrator’s Guide. ` To configure the SSL Relay 1. Obtain a server certificate. 2. Change the SSL Relay port number, if necessary. To use the SSL Relay and IIS on the same server, you must change the port number used by IIS or the SSL Relay. 3. Install the server certificate on the SSL Relay server. 4. Select the ciphersuites to allow. See the application help for the SSL Relay Configuration tool for instructions. 5. Change the target address or port, or add additional addresses for redundancy. See the application help for the SSL Relay Configuration tool for instructions. Obtaining a Server Certificate Your organization’s security expert should have a procedure for obtaining server certificates. A separate server certificate is needed for each MetaFrame XP server on which you use the Citrix SSL Relay. Instructions for generating server certificates using various Web server products are on the VeriSign Web site at http:/ /www.verisign.com. Note The common name for the certificate must be the fully-qualified domain name of the server. The SSL Relay requires certificates to be in Personal Electronic Mail (PEM) format. If your certificate is in Microsoft Internet Information Server Version 4 or 5 format, you can use the Citrix keytopem utility to convert it to PEM format. Citrix NFuse and the Citrix ICA Clients include native support for the following certificate authorities: • VeriSign, Inc., http://www.versign.com • Baltimore Technologies, http://www.baltimore.com To use a different certificate authority, you must install a root certificate for the certificate authority on your client devices. See the documentation for the client operating system for instructions on installing a root certificate. Chapter 4 Installing MetaFrame XP 99 Changing the SSL Relay Port The Citrix SSL Relay uses TCP port 443, the standard port for SSL connections. Most firewalls open this port by default. You can optionally configure the SSL Relay to use another port. Be sure that the port you choose is open on any firewalls between the client devices and the MetaFrame XP server running the SSL Relay. Important Microsoft Internet Information Server (IIS) Version 5.0 is installed by default on Windows 2000 Servers and allocates port 443 for SSL connections. To run MetaFrame XP on Windows 2000 Server, you must configure IIS to use a different port or configure the SSL Relay to use a different port. You must install a server certificate on IIS before you change the port number. The following procedure includes instructions for adding a server certificate to IIS. You can use the same server certificate with IIS and the SSL Relay. ` To change the SSL port for Internet Information Server Version 5.0 1. Run Internet Services Manager. 2. Click the plus sign (+) next to the Web site in the left pane. 3. Right-click Default Web Site and choose Properties. The Default Web Site Properties dialog box appears. 4. Select the Directory Security tab and click Server Certificate. The Welcome to the Web Server Certificate wizard appears. Follow the instructions in the wizard to create or import a certificate. 5. When your server certificate is installed, select the Web Site tab in the Default Web Site Properties dialog box. 6. Change the SSL Port number to something other than 443. 7. Click OK to close the Default Web Site Properties dialog box. ` To change the Citrix SSL Relay port number 1. Choose Start > Programs > Citrix > MetaFrame XP > Citrix SSL Relay Configuration Tool to run the SSL Relay configuration utility. 2. On the Connection tab, type the new port number in the Relay Listening Port box. 3. Click OK. See the NFuse Administrator’s Guide for the procedure to reconfigure NFuseenabled Web servers with the new port number. 100 MetaFrame XP Administrator’s Guide Installing a Server Certificate in the SSL Relay If you already have a server certificate installed in Microsoft Internet Information Server, you can export it for use with the Citrix SSL Relay. Otherwise, you must obtain a certificate in Microsoft Internet Information Server Key Storage File format, personal information exchange (.pfx) format, or PEM format. ` To export a Microsoft Internet Information Server certificate 1. Run the Microsoft Management Console by choosing Start > Run, typing mmc, and then clicking OK. 2. If you do not see a Console Root folder, you must add the Certificates Snap-in. A. From the Console menu, choose Add/Remove Snap-in. The Add/Remove Snap-in dialog box appears. B. Click Add. The Add Standalone Snap-in dialog box appears. C. Select Certificates and click Add. The Certificates snap-in dialog box appears. D. Click Computer account and then click Next. The Select Computer dialog box appears. E. Verify that Local computer is selected and then click Finish. F. Click Close to close the Add Standalone Snap-in dialog box. G. Click OK to close the Add/Remove Snap-in dialog box. 3. In the left pane of the console, click the plus sign for Certificates (Local Computer) to expand the folder. 4. In the left pane of the console, click the plus sign for Personal and then click Certificates. 5. In the right pane of the console, right-click the certificate to export, select All Tasks, and then click Export. The Certificate Export Wizard appears. 6. Follow the instructions in the wizard to export the certificate. ` To convert a Microsoft Internet Information Server Key Storage File or personal information exchange (.pfx) protocol file to PEM format At the command prompt, type: %SystemRoot%\sslrelay\keytopem input-file output-file where input-file is the server certificate file. output-file is the name for the new PEM-formatted certificate file. Citrix recommends you use “pem” as the extension for the output file. Chapter 4 Installing MetaFrame XP ` 101 To install a PEM-formatted server certificate 1. Copy the file to the \certs subdirectory of the keystore directory (%SystemRoot%\sslrelay\keystore, by default). 2. Choose Start > Programs > Citrix > MetaFrame XP > Citrix SSL Relay Configuration Tool. 3. On the Relay Credentials tab, select your server certificate in the Server Certificate list and enter the certificate password in the Password box. 4. Click OK to save changes and close the Citrix SSL Relay Configuration Tool. Unattended Setup of MetaFrame XP Servers Use unattended setup to install MetaFrame XP without assistance from an administrator. Unattended setup uses an answer file to provide answers to the questions asked during Setup. A sample answer file is located on the MetaFrame XP CD-ROM at MF\unattend.txt. Instructions are provided in the file for setup options. Copy the sample answer file to another location and modify it for your needs. At a minimum, you must include the product code and data store configuration information. Important You cannot use unattended mode to install the first server in a server farm. ` To perform an unattended installation 1. Insert the MetaFrame XP CD-ROM in the CD-ROM drive of the server, or insert the MetaFrame XP CD-ROM in a CD-ROM drive accessible over the network. If your CD-ROM drive supports Autorun, the MetaFrame XP CDROM startup window appears. Close the window. 2. Choose Run from the Start menu. Type one of the following (replace d with the drive letter of the CD drive or share point and answer_file with the path and name of the answer file): • For Windows NT 4.0, Terminal Server Edition, type: d:\tse\mf\setup /u:answer_file • For Windows 2000, type: d:\w2k\mf\setup /u:answer_file 3. Follow the displayed instructions. 102 MetaFrame XP Administrator’s Guide Cloning a MetaFrame XP Server If your organization uses system imaging utilities to clone standard server configurations, with a few adjustments you can also clone MetaFrame XP servers. ` To prepare a MetaFrame XP server for imaging Important Do not attempt to image the first server in a farm using Microsoft Access for the data store. Do not attempt to image a server with an SSL certificate installed. CAUTION Using Registry Editor incorrectly can cause serious problems that can require you to reinstall the operating system. Citrix cannot guarantee that problems resulting from incorrect use of Registry Editor can be solved. Use Registry Editor at your own risk. Make sure you back up the registry before you edit it. If you are running Windows NT, make sure you also update your Emergency Repair Disk. 1. During MetaFrame XP installation, use the default IMA zone name and be sure to enter the appropriate product code. 2. After the installation is completed and the server restarts, use the Services icon in Control Panel to stop the Independent Management Architecture service and set it to start manually. On Windows 2000 Server, the Services icon is in the Administrative Tools folder in the Control Panel folder. Important If your MetaFrame XP server is running Windows 2000, you must close the Services window after stopping the service. 3. Delete the following values from the Windows registry: HKEY_LOCAL_MACHINE\Software\Citrix\IMA\Runtime\HostId HKEY_LOCAL_MACHINE\Software\Citrix\IMA\Runtime\ImaPort HKEY_LOCAL_MACHINE\Software\Citrix\IMA\Runtime\ MasterRanking HKEY_LOCAL_MACHINE\Software\Citrix\IMA\Runtime\ PSRequired HKEY_LOCAL_MACHINE\Software\Citrix\IMA\Runtime\RassPort HKEY_LOCAL_MACHINE\Software\Citrix\IMA\Runtime\ZoneName 4. Image the server using the cloning software and then install the image on additional servers. Chapter 4 Installing MetaFrame XP 103 5. Change the Independent Management Architecture service to start automatically and start the service. When you apply the image to new servers, the imaging tool must change the SID of the server to a unique value. You must also change the server name so that it is unique in the server farm. ` To configure MetaFrame XP on a newly imaged server 1. Add the following registry key and set the value to the name of the server: HKEY_LOCAL_MACHINE\Software\Citrix\IMA\ServerHost 2. Edit the Wfcname.ini file on the root of the drive where you installed MetaFrame XP and replace the name with the name of the machine. 3. Use the Services icon in the Control Panel to set the Independent Management Architecture service to start automatically. 4. Restart the system. 5. If desired, obtain an SSL certificate for the server. Uninstalling MetaFrame XP If you want to remove a MetaFrame XP server from a server farm, Citrix recommends that you uninstall MetaFrame. This removes the host information from the server farm’s data store and removes the server from the list of servers displayed in Citrix Management Console. You must uninstall MetaFrame XP before you reinstall the software, rather than reinstalling over an existing installation. If you have a beta version of MetaFrame XP installed, you must uninstall the beta version before installing the retail version. Before uninstalling MetaFrame XP, log off any ICA sessions and exit all programs running on the server. ` To uninstall MetaFrame XP 1. Exit any applications running on the server. 2. Choose Start > Settings > Control Panel > Add/Remove Programs. 3. Do either: • On Terminal Server Edition systems, select Citrix MetaFrame XP 1.0 and click Add/Remove. • On Windows 2000 Servers, click Change or Remove Programs, select Citrix MetaFrame XP 1.0, and click Change/Remove. 104 MetaFrame XP Administrator’s Guide 4. The MetaFrame XP Uninstall program appears. Follow the displayed instructions. When the uninstallation program finishes, the server restarts. Installing Citrix Management Console on Other Computers Citrix Management Console is a centralized management utility you use to administer a MetaFrame XP server farm. The console is installed with MetaFrame XP automatically. You can use the MetaFrame XP CD to install the Citrix Management Console on workstations that do not have MetaFrame XP installed. For compatibility information, see “Citrix Management Console Requirements” on page 42. ` To install Citrix Management Console on other computers 1. Exit all applications. 2. Insert the MetaFrame XP CD-ROM into the CD drive. • If your CD drive supports Autorun, the MetaFrame XP splash screen appears. • If the splash screen does not appear or you are installing from a network share point, choose Start > Run and type d:\autoroot.exe where d is the letter of your CD drive or network share point. 3. Click Citrix Management Console Setup. 4. Follow the instructions in the Setup wizard. CHAPTER 5 Deploying Feature Release 1 and Service Pack 1 Feature Release 1 and Service Pack 1 for MetaFrame XP 1.0 are distributed together with updates to Citrix NFuse and the ICA Client software. You can deploy the feature release and service pack on servers that have MetaFrame XP already installed. If you have not yet installed MetaFrame XP, see “Installing MetaFrame XP” on page 81 before referring to this chapter. This chapter contains the following topics about deployment of Feature Release 1 and Service Pack 1: • Installing Feature Release 1 or Service Pack 1, page 105 • Installing Citrix Web Console, page 109 • Using the Installation Program, page 110 • Setting the Feature Release Level, page 114 Installing Feature Release 1 or Service Pack 1 Citrix recommends that you deploy Feature Release 1 or Service Pack 1 in all server farms. The feature release updates your Citrix software to the latest version. Installation of Feature Release 1 includes Service Pack 1; you do not need to install Service Pack 1 separately. However, if you do not install Feature Release 1, you can install Service Pack 1 to apply its fixes for known issues and performance improvements to your MetaFrame XP servers. Deploying Feature Release 1 or Service Pack 1 does the following: • Service Pack 1 provides performance improvements and fixes known issues. Installing Service Pack 1 on a MetaFrame XP server updates the application server software, Citrix Management Console, and the additional Citrix components that are part of MetaFrame XPa and MetaFrame XPe. 106 MetaFrame XP Administrator’s Guide • Feature Release 1 provides enhancements to existing features, new features, and additional configuration options. Installing Feature Release 1 adds the enhancements and new features to the server’s application server software, Citrix Management Console, and the additional Citrix components that are part of MetaFrame XPa and MetaFrame XPe. For a summary of new features and improvements that are provided by Feature Release 1, see “New Features in Feature Release 1” on page 35. Use the Feature Release 1-Service Pack 1 disc to install Feature Release 1 or Service Pack 1. A Setup program on the disc lets you select installation options (described next). When you select an option, a wizard guides you through the installation process. If you do not receive a feature release or service pack on a disc, you can download the software from the Citrix Web site at www.citrix.com. See “Downloading and Installing a Service Pack” on page 111 for more information. Important If you use Citrix Installation Manager, refer to the Installation Manager Application Compatibility Guide for information on using Installation Manager to install Feature Release 1. The compatibility guide provides process information and results of application installation testing. The guide is available from the Support area on the Citrix Web site at http://www.citrix.com/support. Choosing Installation Options When you insert the Feature Release 1-Service Pack 1 disc into a CD drive, the Autorun program displays an installation options window: If the window does not appear, double-click the Autorun program in the disc’s root directory. You can choose the following installation options: Service Pack 1. This option installs Service Pack 1 and Feature Release 1 software to update the MetaFrame XP application server, Citrix Management Console, and related components. This option does not set the server’s feature release level to Feature Release 1. If you want to activate Feature Release 1 later, use Citrix Management Console to set the server’s feature release level to Feature Release 1 (see “Setting the Feature Release Level” on page 114). Feature Release 1. This option installs Service Pack 1 and Feature Release 1 and sets the server’s feature release level to Feature Release 1. The server then requests a Feature Release 1 product license from the server farm’s license pool. You must add a Feature Release 1 product license to the server farm to make the features of the feature release available. For more information, see “Licensing Requirements for Feature Release 1” on page 163. Chapter 5 Deploying Feature Release 1 and Service Pack 1 107 Citrix Management Console. This option installs Service Pack 1 for Citrix Management Console 1.0 on a non-MetaFrame XP workstation. You do not need to use this option to update a MetaFrame XP server if you use the Service Pack 1 or Feature Release 1 options to update the server. Use this option only to update the console on non-MetaFrame XP workstations. Citrix Web Console. This option installs the Web-based Citrix server farm administration module on a MetaFrame XP server with Feature Release 1 or Service Pack 1 installed. The server must have Microsoft Internet Information Server 5.0 or later installed before you use this option. For more information, see “Installing Citrix Web Console” on page 109. Network Management Components. This button displays options for installing SNMP plug-ins on network management consoles. The plug-ins interface Citrix server farms with compatible network management consoles. Browse. This option displays the contents of the CD. Updating MetaFrame XPe Components In addition to updating the MetaFrame XP application server software, the Feature Release 1-Service Pack 1 Setup program updates all components that are installed on a server, including the following components of MetaFrame XPe: • Citrix Installation Manager • Citrix Resource Manager 108 MetaFrame XP Administrator’s Guide • Citrix Network Manager • Citrix Load Manager The Setup program updates the listed components when you select either the Service Pack 1 or Feature Release 1 option. If you install any of the components listed above after you install Service Pack 1 or Feature Release 1 (if you upgrade from MetaFrame XPs or MetaFrame XPa to MetaFrame XPe, for example), use the Setup program again to update the newly installed components with Feature Release 1 or Service Pack 1. The Setup program updates Citrix Network Manager if it is installed on MetaFrame XP servers. To install or update the network management plug-ins on your network management console, select the Network Management option in the installation options window. Updating Citrix Management Console When you use the Feature Release 1 or Service Pack 1 installation option, the Setup program updates Citrix Management Console on a MetaFrame XP server. To update the console on a system that is not a MetaFrame XP server, use the Citrix Management Console option. If you want to install Citrix Management Console on a workstation, use the original MetaFrame XP 1.0 CD-ROM to install the console first and then use the Citrix Management Console option on the Feature Release 1-Service Pack 1 disc to update the console on the workstation. If you upgrade servers in a server farm from MetaFrame XPs or MetaFrame XPa to MetaFrame XPe, you need to update the Citrix Management Console on any systems that are not MetaFrame XP servers. Refer to the MetaFrame XPe documentation for information about copying the required modules to the Citrix Management Console systems. After you complete this process, use the Citrix Management Console option on the Feature Release 1-Service Pack 1 CD to update the additional modules on the console system. Backing Up Files Before Installation Before it installs the service pack or feature release, the Setup program saves all files on the MetaFrame XP server that would be replaced during installation. The files are saved on the server so they can be restored if you uninstall the service pack or feature release. For information on uninstalling the software, see “Uninstalling Feature Release 1 or Service Pack 1” on page 114. Chapter 5 Deploying Feature Release 1 and Service Pack 1 109 Viewing Updated Documentation Updated documentation for Citrix MetaFrame XP application server, Citrix Installation Manager, Citrix Resource Manager, Citrix Network Manager, and Citrix Load Manager is available in PDF files. The files are in the Docs folder on the Feature Release 1-Service Pack 1 disc. The Setup program copies the documentation files to the server when it installs Feature Release 1 or Service Pack 1. The documentation files are stored in the %SystemDrive%\Program Files\Citrix\Documentation folder. Installing Citrix Web Console Citrix Web Console lets you monitor MetaFrame XP server farms by using a Web browser. You can view information about a server farm, including its active sessions, published applications, servers, and users. With the Web console, you can also manage sessions by logging off sessions, shadowing sessions, disconnecting sessions, and sending messages to users, the same as you would with Citrix Management Console. Citrix Web Console supports Microsoft Internet Explorer 4.0 and later Web browsers. 110 MetaFrame XP Administrator’s Guide Use the Citrix Web Console option to install the Web Console on a MetaFrame XP server. The server must have Internet Information Server (IIS) 5.0 (or later) installed; IIS 5.0 cannot be installed on TSE servers. You must install Feature Release 1 or Service Pack 1 before you install Citrix Web Console on a MetaFrame XP server. Important Citrix Web Console does not encrypt information that it sends to Web browsers. When a user logs in to the console, the user’s citrix administrator credentials are sent to the Web console as unencrypted text. For maximum security, configure your Web browser and IIS to use SSL encryption. For information on setting up SSL communication, refer to the documentation for IIS and your Web browser. After you install the Web console, the default URL for accessing the console is http://hostname/Citrix/WebConsole, where hostname is the name of the MetaFrame XP server on which the Web console is installed. When you browse to the URL for the Web console, a log on dialog box appears. Enter your Citrix administrator username and password to log on to the console. If the Citrix administrator account is not a local administrator account on the host server, you must enter the domain and username in the User Name box, as follows: domain/username For more information on using the Web console, log on to the console and click Help. Using the Installation Program The following procedures describe how to select installation options and install software from the Feature Release 1-Service Pack 1 CD-ROM. ` To install Feature Release 1, Service Pack 1, and other Citrix components 1. Before beginning the installation process, do the following: • Verify that no ICA sessions are active on a MetaFrame XP server you are updating, and that no users need to connect to the server during the installation process. The Setup program for Feature Release 1 and Service Pack 1 disconnects all active sessions and does not allow new connections until the installation is complete. • If the MetaFrame XP server is an indirect server, which communicates with the server farm’s data store through another MetaFrame XP server, you must update that server before you update the indirect server. Chapter 5 Deploying Feature Release 1 and Service Pack 1 111 2. Insert the Feature Release 1-Service Pack 1 disc into the CD drive. The Autorun program displays the installation options window. If the window does not appear, enter d:\autorun.exe at a command prompt (replace d with the CD drive letter). 3. In the installation options window, click one of the following option buttons: • Service Pack 1 to install Service Pack 1 on a MetaFrame XP 1.0 server. • Feature Release 1 to install Feature Release 1 and Service Pack 1 on a MetaFrame XP 1.0 server. This option also sets the feature release level of the server to Feature Release 1. • Citrix Management Console to install Service Pack 1 for the console on a workstation (not a MetaFrame XP server). • Citrix Web Console to install the web-based Citrix console on a MetaFrame XP server that has Internet Information Server 5.0 or later installed. • Network Management Components to display options for installing SNMP plug-ins on NetView, OpenView, and Unicenter TNG network management consoles. 4. After you choose an option, a wizard guides you through the installation process. When the installation is complete, the Setup program prompts you to restart the system after Feature Release 1 or Service Pack 1 installation. Downloading and Installing a Service Pack Use the following procedure if you want to download a service pack from the Citrix Web site. ` To download a service pack 1. Using your Web browser, connect to www.citrix.com and click the Download link. 2. On the Citrix download page, click the “Hotfixes, Service Packs and more” link. 3. Select MetaFrame XP 1.0 for Windows (for Windows 2000 or TSE) and click Go! 4. Select the package that you want to download. 5. Double-click the downloaded file to extract the installation files. Note the location for the extracted files and click Unzip. 6. In the folder containing the extracted files, double-click Setup and follow the instructions displayed by the Setup program. 112 MetaFrame XP Administrator’s Guide Updating ICA Client Software During installation of Feature Release 1, the Setup program asks if you want to update the ICA Client software on the MetaFrame XP server. If you have a new ICA Client CD-ROM, select the ICA Client update option in the Setup program and click Next.The Client CD Distribution wizard starts and asks you to insert the ICA Client CD or browse to a location where the ICA Client setup files are stored. For information on installing ICA Client software on client devices, see the ICA Client Administrator’s Guide for the clients you want to install. These manuals are in the Doc directory on the ICA Client CD-ROM. Installing with the Unattended Option You can install Feature Release 1 and Service Pack 1 with an unattended installation option. This method installs the software on a MetaFrame XP server and does not require anyone to select options or respond to prompts by the Setup program. Unattended installation uses a plain-text answer file to respond to prompts from the Setup program. A sample answer file named UnattendTemplate.Txt is in the root directory of the Feature Release 1-Service Pack 1 CD-ROM. The sample file shows the default responses and contains instructions and comments about installation options. To use the file, copy it to another location and modify it for your needs. You do not need to modify the answer file to perform the installation using only the default responses. Starting Unattended Installation You can use the commands shown below to start unattended installation of Feature Release 1 or Service Pack 1. Important Entering /accept with a command for unattended installation indicates that you, the Licensed User or representative of the Licensed User, have read and understand the terms of the End-User License Agreement accompanying the software and are authorized to accept it on behalf of the Licensed User for the entire installation. When you type a command, replace d: with the drive letter of the system’s CD drive. Add the /FRMode switch to the commands shown below to specify the Feature Release 1 installation option. Chapter 5 Deploying Feature Release 1 and Service Pack 1 ` 113 • The following command starts the installation of Service Pack 1 and indicates acceptance of the license agreement. No answer file is used, so the installation proceeds with the default settings for all options (see the answer file template, UnattendTemplate.Txt, for the default settings). d:\setup /u /accept • The following command starts the installation of Service Pack 1 and specifies the answer file (replace filename with the correct path and filename of the answer file) to use. The answer file must be configured to accept the license agreement. d:\setup /u:filename • The following command starts the installation of Service Pack 1 and specifies the answer file (replace filename with the correct path and filename of the answer file) to use. This command also specifies your acceptance of the license agreement and overrides the license agreement setting in the answer file. d:\setup /u:filename /accept • The following command starts the installation of Feature Release 1 and indicates acceptance of the license agreement. No answer file is used, so the installation proceeds with the default settings for all options. d:\setup /u /accept /FRMode To install Feature Release 1 in unattended mode 1. Insert the Feature Release 1-Service Pack 1 CD-ROM into the CD drive of the server or a drive accessible on the network. • If the system supports Autorun and the MetaFrame XP CD-ROM startup window appears, close the window. 2. Choose Run from the Start menu. Type one of the commands shown above to begin the unattended installation process. Logging Messages from Unattended Installation When you use the unattended installation commands, the Setup program directs all informational, error, and warning messages that would be displayed on the console to a log file. The default log file is: %SystemRoot%\system32\xpfr1_out.log To change the log file, enter the following switch with an unattended installation command: /log:filename If you specify a log file and the file already exists, it is overwritten. 114 MetaFrame XP Administrator’s Guide Uninstalling Feature Release 1 or Service Pack 1 You can uninstall a service pack or feature release if necessary. Uninstalling the software returns the MetaFrame XP server to its original state. ` To uninstall feature release or service pack software 1. Choose Start > Settings > Control Panel > Add/Remove Programs. 2. Select the service pack or feature release from the list of installed programs. 3. Click Add/Remove. Follow the directions in the wizard to uninstall the software. Using Commands for Uninstallation You can uninstall Feature Release 1 and Service Pack 1 using a command with optional switches to customize the process. Type the following at a command prompt (replace d: with the CD drive letter) to perform uninstallation: d:\xpfruninstall You can use the following switches with the command: /u Performs uninstall without an answer file. /log:filename Specifies an output message log file. The default log file for uninstallation is system32\xpfr1uninstall_out.log. Setting the Feature Release Level The feature release level is a setting that enables a feature release on a MetaFrame XP server. Normally, the feature release level is set by using the Feature Release 1 installation option. You can set the feature release level manually to change a server’s configuration. For example, you can set the feature release level to Feature Release 1 if you used the Service Pack 1 installation option (which does not set the feature release level) and now you want to enable the Feature Release 1 software. The feature release level affects the product license that the server requires. The following are examples of the effect of the feature release setting: Chapter 5 Deploying Feature Release 1 and Service Pack 1 ` 115 • If a server’s feature release level is set to Feature Release 1, the server seeks a Feature Release 1 product license from the server farm’s license pool. If the license is available, the feature release software is enabled and its features are available on the server. If the Feature Release 1 license is not available, the server does not accept connections from ICA Clients. • If a server’s feature release level is set to “Not Installed,” the server does not seek a feature release product license and the features of the feature release are not available on the server. To set the feature release level on a MetaFrame XP server 1. In Citrix Management Console, right-click the server and choose Set Feature Release Level. 2. In the dialog box that appears, click the down-arrow to select the feature release level. • If you select Feature Release 1, the server attempts to acquire a Feature Release 1 product license from the license pool and the features of the feature release are available on the server. Do not set the feature release level if a feature release license is not available, because the server cannot accept connections from ICA Clients without the license. • If you select Not Installed, the server does not acquire a Feature Release 1 license and the features of Feature Release 1 are not available on the server. 3. Click OK to set the feature release level. CHAPTER 6 Configuring MetaFrame XP Servers and Farms This chapter describes options and settings for MetaFrame XP servers and server farms. It includes information about tools and utilities you use to manage servers and server farms. This chapter contains the following topics: • Management Tools for MetaFrame XP, page 117 • Citrix Management Console, page 121 • Supporting Novell Directory Service Users, page 128 • Configuring MetaFrame XP Properties, page 132 • Configuring MetaFrame XP Server Properties, page 136 • Configuring Zones and Data Collectors, page 139 • Configuring Latency Reduction for ICA Clients, page 142 Some configuration options are part of the MetaFrame XP Setup program. For more information, see “Installing MetaFrame XP” on page 81. Management Tools for MetaFrame XP Citrix provides a comprehensive suite of utilities for managing MetaFrame servers, ICA Clients, and Citrix server farms. MetaFrame XP includes the Citrix Management Console and additional tools, including utilities that let you manage MetaFrame 1.8 servers when your organization uses both MetaFrame 1.8 and MetaFrame XP. This section provides an overview of the features and operations of MetaFrame XP tools. The MetaFrame XP Setup program installs the Citrix Management Console and other tools on the MetaFrame XP server by default when you install MetaFrame XP. 118 MetaFrame XP Administrator’s Guide Note Citrix Management Console can be installed on MetaFrame XP workstations (Windows NT or Windows 2000) by selecting Citrix Management Console Setup on the startup screen of the MetaFrame XP CD-ROM. Overview of MetaFrame XP Management Tools The following summaries of management tools for MetaFrame XP tell you where to find detailed information on the use of each tool. Citrix Connection Configuration. Use this utility to configure the connections that ICA Clients use to link to MetaFrame servers. For information, refer to the online help in Citrix Connection Configuration, and see “Configuring ICA Connections” on page 169. Citrix Management Console. Use this centralized administration tool to monitor and manage many aspects of MetaFrame XP operation from single servers to multiple server farms. For information, see “Citrix Management Console” on page 121. Citrix Web Console Citrix Web Console lets you monitor MetaFrame XP server farms from a supported Web browser. You can view server farm information and manage sessions with the Web console. For more information, see “Installing Citrix Web Console” on page 109 and the online help available from the console. Citrix SSL Relay Configuration. Use this utility to secure communication between an NFuse-enabled Web server and your MetaFrame server farm. For information, refer to the online help in Citrix SSL Relay Configuration. ICA Client Creator. Use this utility to create diskettes or disk images for installing ICA Client software. For information, see “Deploying ICA Clients Using Diskettes” on page 201. ICA Client Update Configuration. Use this tool to manage the Client Update Database on a MetaFrame XP server. The database contains current ICA Client software for each supported client platform and can be used to install ICA Clients when users log on to the server. For information, see “Deploying ICA Clients to Users” on page 191. Shadow Taskbar. Shadowing allows administrators to view and control ICA Client sessions remotely. You can use the Shadow Taskbar to shadow sessions and to switch among multiple shadowed sessions. You can also use Citrix Management Console to shadow ICA sessions. For information on shadowing, see “Shadowing ICA Sessions” on page 255. Chapter 6 Configuring MetaFrame XP Servers and Farms 119 SpeedScreen Latency Reduction Manager. Use this tool to configure local text echo and other features that improve the user experience on slow networks. For information, see “Configuring Latency Reduction for ICA Clients” on page 142. Using MetaFrame XP Tools and Utilities As with other Windows programs, you can use several methods to run the management tools installed with MetaFrame XP. The most common method is to choose a shortcut from the Start menu on the MetaFrame XP server console. • Shortcuts to launch MetaFrame XP management tools are in the Programs > Citrix > MetaFrame XP submenu on the Start menu. • Shortcuts for Citrix Management Console and Citrix documentation are in the Programs > Citrix submenu on the Start menu. • The ICA Administrator Toolbar displays a series of buttons you can click to launch Citrix management tools and utilities. See “The ICA Administrator Toolbar” below. The ICA Administrator Toolbar The ICA Administrator Toolbar is a configurable desktop toolbar. You can use the toolbar to launch MetaFrame XP management tools and other programs. After you install MetaFrame XP and restart the system, the ICA Administrator Toolbar appears at the right edge of the screen. The default configuration of the toolbar provides a button to run each MetaFrame XP management utility. To run a utility program from the toolbar, click the program’s button on the toolbar. ICA Administrator Toolbar (floating) You can reposition the ICA Administrator Toolbar by dragging it away from the right edge of the screen. If you drop the toolbar on the desktop, it becomes a floating toolbar. If you want the toolbar to snap to the edge of the screen, drag it close to the edge and then drop it (release the mouse button) when an outline of the toolbar appears along the edge of the screen. Note A button for Citrix Management Console appears on the ICA Administrator Toolbar if you install the console at the same time you install MetaFrame XP on a server. If you install the console later, the button does not appear, but you can add it to the toolbar as described in this section. 120 MetaFrame XP Administrator’s Guide ` To display the Administrator Toolbar When the toolbar is not displayed, you can make it appear by choosing Start > Programs > Citrix > MetaFrame XP > ICA Administrator Toolbar. Configuring the ICA Administrator Toolbar You can adjust the ICA Administrator Toolbar in the same ways you can adjust other toolbars in Windows. For example, you can drag the edge of the toolbar to make the toolbar larger or smaller. You can right-click the toolbar to display a toolbar menu. Toolbar menu The menu contains commands that you can choose to change the behavior of the toolbar: Autohide. Choose Autohide to make the toolbar hide itself except when you point to it (move the mouse pointer to the screen edge where the toolbar is attached). This option has no effect if the toolbar is floating on the desktop. To turn off the Autohide option so the toolbar is always visible, choose Autohide again. Always On Top. This option makes the ICA Administrator Toolbar always appear in front of other windows and objects on the screen when it is displayed. When Always On Top is not selected, windows and other objects can appear in front of the toolbar when it is at the edge of the screen or floating. Customize. Choose Customize if you want to add or remove buttons from the ICA Administrator Toolbar. See the next section for more information on using Customize. Exit. Choose Exit to remove the toolbar from the screen. A dialog box asks if you want to display the toolbar again when you start MetaFrame XP. Click Yes if you want to display the toolbar when MetaFrame XP starts. Click No if you do not want to display the toolbar again. Customizing the ICA Administrator Toolbar You can use the Customize command in the ICA Toolbar menu to change the buttons displayed on the toolbar. ` To customize the toolbar 1. Right-click the ICA Administrator Toolbar and choose Customize from the pop-up menu. Chapter 6 Configuring MetaFrame XP Servers and Farms 121 2. In the dialog box that appears, use the following options to customize the toolbar: • To hide a button on the toolbar, clear its check box in the list labeled Show these files as buttons. • To place a new button on the toolbar, click Add Files. Select the file you want to place on the toolbar and click Add. You can select any type of file, including executable files, help files, and text files. • To change the order of buttons, select a button name in the list. Then, click the arrow button above or below the word Move. • To remove an item from the list, select its name and click Delete. You can delete buttons and spaces that you add to the toolbar. • To change the name of a button, select it in the list and click Rename. Then type the new name in the dialog box and click OK. • To add space between buttons, select an item in the list and click Add Space. A space appears above the selected item in the list. • To restore the default button arrangement, click Use Default. 3. When you finish making changes, click OK to update the toolbar. Citrix Management Console Citrix Management Console is the central console program that you use to monitor and manage MetaFrame XP servers and IMA-based Citrix server farms. Citrix Management Console is a Java-based, extensible program that ships with MetaFrame XP and with other Citrix management products. Each Citrix product adds software modules to the console to provide controls and other features for those products. For example, Load Manager is an optional component that works with MetaFrame XP. When Load Manager is enabled, it adds load evaluation options to Citrix Management Console. Therefore, the features and capabilities of the console depend on the Citrix products and licenses installed in a Citrix server farm. The commands, controls, and features that you see in the console can vary from the descriptions and illustrations in this manual, depending on the products that you installed. MetaFrame XP Setup installs the console on each MetaFrame XP server by default. You can also use the MetaFrame XP CD-ROM to install the console on other workstations that you want to use to manage Citrix server farms. In a Citrix server farm with MetaFrame XP servers, you can use Citrix Management Console to do the following: 122 MetaFrame XP Administrator’s Guide • Configure servers and farm settings from any connected workstation • View information about current sessions, users, and processes • Set up and manage printers for ICA Client users • Publish applications and monitor application usage • Enter, activate, and assign MetaFrame XP licenses • Monitor, reset, disconnect, and reconnect ICA Client sessions • Send messages to ICA Client users and shadow their ICA sessions Note Scrolling with the Microsoft wheel mouse is not supported in the Citrix Management Console. Using Citrix Management Console To use Citrix Management Console, you must be an authorized user whose Windows user account is included in the Citrix Administrators group in the console. To run the console, you must enter your user name, password, and network domain. To log in to a Citrix server farm with the console, you specify any Citrix server in the server farm. The console connects to the Citrix server and then displays information for the entire Citrix server farm and for the individual servers in the farm. In the Log On dialog box for the console, the name of the last server that the console connected to appears in the Citrix Server box. The drop-down menu displays the names of other servers that the console has connected to recently. Important Citrix Management Console can monitor and manage MetaFrame XP servers and other IMA-based Citrix servers. It cannot be used to manage Citrix server products, including MetaFrame 1.8, that are not based on IMA. When MetaFrame XP servers are set to interoperate with MetaFrame 1.8 servers, the console displays information on MetaFrame XP and IMA-based servers only. ` To use Citrix Management Console 1. From the Start menu, choose Programs > Citrix > Citrix Management Console, or click the console button on the ICA Administrator Toolbar. 2. When the console starts, a dialog box asks you to log on to a MetaFrame XP server. Chapter 6 Configuring MetaFrame XP Servers and Farms 123 • In the Citrix Server box, enter the name of a MetaFrame XP server in the server farm, or select a server from the drop-down menu. You can connect to any server in a farm to manage the entire farm. • Type your user name, domain, and password for your Windows user account. The account must be in the Citrix Administrators group in the console. 3. Click OK. Tip You can click the Citrix Management Console button on the ICA Administrator’s toolbar to launch the console. Switching Server Farms and Logging Off When you are using the console and you want to log on to a different Citrix server farm, choose Actions > Log Off from Citrix Farm. The Log On dialog box appears and you can specify another Citrix server to log on to. You also use the Log Off from Citrix Farm command to exit the console if you do not want to keep the console running. Using Online Help in Citrix Management Console For detailed information about using Citrix Management Console, refer to online help in the console. ` To view online help in Citrix Management Console When Citrix Management Console is running, choose Help > Contents and Index. The online help system provides detailed information about terms, concepts, and procedures related to management of Citrix server farms. 124 MetaFrame XP Administrator’s Guide Data Displayed in Citrix Management Console When you are connected to a Citrix server farm, Citrix Management Console displays a window with two main parts, called panes. • The left pane shows a hierarchical list of the components of a Citrix server farm. • The right pane displays information about the object selected in the left pane. Tree Tab Left pane Right pane Several common terms are used in this and other Citrix documentation to refer to the items you see in the Citrix Management Console window. The Tree View The list of items in the left pane is referred to as a tree, because the pane displays the server farm as a hierarchy, with objects that branch off from a root object. The tree view is similar to the tree view in Windows Explorer and Microsoft Management Console. The object at the top of the tree in Citrix Management Console represents a Citrix IMA-based server farm. The next level of objects under the server farm represent management features and components in the server farm. These objects are called nodes. In a MetaFrame XP environment, the nodes represent Applications, Printer Management, Licenses, and Servers. Objects that appear under the nodes in the console tree view represent specific features and items in the server farm. For example, individual published applications appear under the Applications node and individual Citrix servers appear under the Servers node. The function of the console tree is similar to the Windows Explorer tree. • A plus symbol (+) indicates that a branch of the tree is compressed. Click the symbol or select the node and press the right-arrow key to expand the branch. Chapter 6 Configuring MetaFrame XP Servers and Farms • 125 A minus symbol (-) indicates that a branch is expanded. Click the minus symbol or select the node and press the left-arrow key to compress the branch and hide the objects under the node. When an object is selected, the object appears highlighted in the tree. To select another object, you can click the object or use the arrow keys to move the highlight. You cannot select multiple objects in the console tree. However, you can select multiple objects on the Contents tab in the right pane by pressing CTRL and clicking each object or pressing Shift and clicking to select a contiguous range of objects. Tab Views The right pane of the console displays one or more screens, which are called tabs because each screen has a tab-shaped label at the top. The tab or tabs that are available in the right pane are based on the node or object that is selected in the tree. The name of the tab appears at the top of each tab. One tab at a time is selected in the right pane, and the contents of one tab appear in the right pane. To use a different tab, click its name. In most cases, a Contents tab appears in the right pane when you select a node in the tree. The Contents tab displays the objects that are under the selected node. You can double-click an object on the Contents tab to open the object; this action has the same effect as expanding a branch and selecting an individual object such as a published application or a Citrix server in the tree. Controlling Refresh of Data in the Console To reduce network traffic and improve responsiveness, the Citrix Management Console does not refresh all data automatically. In general, the console receives notifications of events as they occur on Citrix servers and updates the displayed data in response to these events. However, some changes you make in the console and some events, such as a server coming online in the farm or an ICA session starting, does not cause the console to update the displayed data. You can enable automatic data refresh so that the console automatically updates the display at a fixed rate. When you enable automatic refresh, you can specify the refresh rate. Whether automatic refresh is enabled or not, you can refresh the console’s display manually at any time. Refresh the console display when you view license usage data. Even if automatic refresh is enabled, the display of license usage data might not be current until you perform a manual refresh. When you view data about ICA sessions and servers, it is also useful to refresh the display manually to be sure that you view current information. 126 MetaFrame XP Administrator’s Guide ` To refresh the data displayed in Citrix Management Console Choose View > Refresh or press F5. The Refresh command updates the information that appears on the current tab and tree view. ` To enable automatic refresh of data in Citrix Management Console To enable all automatic refresh options in Citrix Management Console, you must enable automatic refresh for servers, server folders, applications, and licensing. 1. Choose View > Auto Refresh Settings from the View menu. 2. In the Auto Refresh Interval dialog box, you can select options to enable automatic data refresh for servers, server folders, and applications. After you enable an option, you can set the refresh interval. Enter the time in seconds to set the interval at which automatic refresh occurs. 3. Click OK to apply the refresh settings to the console. 4. Select the Licenses node in the tree and choose Actions > License > Auto Refresh Settings. 5. Select the option to enable licensing and enter the time in seconds to set the data refresh interval. 6. Click OK to apply the refresh settings to the console. Controlling Access to Management Tools You control the management of Citrix server farms by controlling access to the Citrix Management Console and Citrix Web Console. Citrix Management Console and Citrix Web Console use standard Windows logon and user account authentication to grant access to designated Citrix administrators. During MetaFrame XP setup, the installation program asks you to enter credentials for a primary Citrix administrator. If you are installing the first MetaFrame XP server in a new server farm, the user account that you specify becomes the first Citrix administrator account for the new server farm. The setup program gives this Citrix administrator account read-write privileges. You must log on to Citrix Management Console with this account to add other users to the Citrix Administrators group. To authorize administrators to use Citrix Management Console and Citrix Web Console, a Citrix administrator with read-write privileges logs in to Citrix Management Console and sets up other administrator accounts. To add administrator accounts, right-click the Citrix Administrators node and choose Add Citrix Administrator. In the dialog box that appears, select the user and group accounts that you want to add to the Citrix Administrators group. Chapter 6 Configuring MetaFrame XP Servers and Farms 127 Tip You can click the New Citrix Administrator button on the toolbar or choose Actions > New > Citrix Administrator to add accounts to the Citrix Administrators group. When you add Citrix administrators, the dialog box displays the user and group accounts from the account authority that you select. You also use the dialog box to specify the privileges to assign to a group of Citrix administrator accounts. Configuring Citrix Administrator Accounts When you add a Citrix administrator, you can select individual user accounts and group accounts from Windows and NDS account authorities. For information about management of Windows domains and user accounts, refer to your Windows system documentation or online help. For information about enabling NDS accounts in server farms, see “Supporting Novell Directory Service Users” on page 128. Tip Use your standard network administrators group to add Citrix administrator accounts to the console, so administrators have access to manage network resources, including print servers. When you configure Citrix administrator accounts, you can grant read-write or read-only privileges. Citrix administrators who do not have read-write privileges cannot make changes to any Citrix administrator accounts, including their own. For example, an administrator with read-only permission cannot delete other Citrix administrators or change the privilege settings of administrator accounts. In addition, Citrix administrator accounts that have read-only privileges cannot use commands that affect ICA sessions and processes in Citrix Management Console. The prohibited session commands are Connect, Disconnect, Shadow, and Reset. The Terminate command, which terminates an active ICA Client process on the server, also cannot be used by administrators with read-only privileges. Important Read-only privileges apply to Citrix Management Console only. In Citrix Web Console, all Citrix administrators have read-write privileges and can use the session commands that require read-write privileges to use in Citrix Management Console. One Citrix administrator account that has read-write privileges must always exist in the server farm. Therefore, no administrator can delete the last read-write Citrix administrator account from the Citrix Administrators group. 128 MetaFrame XP Administrator’s Guide Supporting Novell Directory Service Users MetaFrame XP Feature Release 1 supports user authentication through Novell Directory Service (NDS). NDS offers access through a secure login and organizes network resources in a directory tree for administration. When an NDS tree is designated on a server farm, the tree is accessed directly for NDS user account information. Servers used for NDS applications need Novell NetWare client installed. Dedicate servers with NetWare client to applications for NDS objects after NDS is enabled for a server farm. Do not host published applications assigned to Windows NT, Windows 2000, or Active Directory users on these servers. The server farm can be a mixture of servers used exclusively for NDS applications and other servers. A Citrix administrator must have NDS credentials to manage applications and printers for NDS objects and to assign Citrix administrator privilege to NDS objects. To administer applications on a server dedicated to NDS, you must connect Citrix Management Console to a server that has Feature Release 1. The following table lists NDS terms used in this section and their meanings: Term Meaning Tree A set of objects set up hierarchically in a tree structure. The root object of the NDS tree is at the top of the tree. Container object The tree may or may not branch to these NDS Container objects: Country (a country location for this part of the organization) Organization (a company, university, or departmental unit) Organizational Unit (a business unit, division, or project team) Common Name The name for a leaf object on the tree. Examples of leaf objects are: users, groups, servers, and printers. Context An object’s position in the tree. One way to represent context is by a string of the Common Names of the objects in the path from the leaf or container object to the root. Distinguished Name A combination of an object’s common name and its context that makes up a complete NDS path for an object. A full DN starts with a period, for the root, and has a period between each object name. Setting up Support for NDS For MetaFrame XP to access NDS on Novell servers, the Novell servers must have Novell ZENworks for Desktops 3 and one of the following must be installed: • NDS Version 8.73 for NetWare 5.1 Chapter 6 Configuring MetaFrame XP Servers and Farms • 129 NDS for eDirectory Version 8.5x for Windows NT 4.0, Windows 2000 Server, or NetWare 5.x The minimum MetaFrame server software requirements are: • Novell NetWare Client 4.8 • MetaFrame XP Feature Release 1 If you are setting up a server that does not yet have MetaFrame installed, install the Novell NetWare Client before you install MetaFrame XP and Feature Release 1. If the client is already installed, refer to the procedure below for information about specifying the correct logon. Important If you install the Novell client on a MetaFrame XP server, set the following value in the [386Enh] section of the System.Ini file before you install MetaFrame XP: FileSysChange=off Make this change in System.ini for all users. If this parameter is not set correctly, the MetaFrame XP installer reports that the FileSysChange parameter is not valid. Novell technical document 10058117 refers to this issue. Please see the Novell knowledgebase on the Web at http://support.novell.com/search/kb_index.jsp for more information. ` To change the registry on a server when NetWare Client is installed If MetaFrame XP is installed before you install the Novell client, you need to change registry settings on the server before and after you install the NetWare client. CAUTION Using Registry Editor incorrectly can cause serious problems that can require you to reinstall the operating system. Citrix cannot guarantee that problems resulting from incorrect use of Registry Editor can be solved. Use Registry Editor at your own risk. Make sure you back up the registry before you edit it. If you are running Windows NT, make sure you also update your Emergency Repair Disk. 1. Before installing the NetWare Client, run regedt32. 130 MetaFrame XP Administrator’s Guide 2. Edit the registry under: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows NT\ CurrentVersion\Winlogon Double-click GinaDLL. In the String Editor window that pops up, type Msgina.dll, a new value for the GinaDLL entry. 3. Install the Novell NetWare Client without rebooting when prompted. 4. Edit the registry entry for GinaDLL as in Step 2. This time type Ctxgina.dll as the value. 5. With the key path for Winlogin still selected, click Edit on the top menu bar. 6. Click Add Value. 7. Type ctxGinaDLL in the Add Value dialog box. Data Type is REG_SZ. 8. Type nwgina.dll in the String Editor window. This is the new value for the new ctxGinaDLL entry. 9. Restart the server. ` To enable or disable NDS support for a server farm NDS support is disabled for a server farm by default. Feature Release 1 supports one NDS tree per farm. 1. Connect to a server that has Feature Release 1 and NetWare Client installed, using Feature Release 1 Citrix Management Console. 2. Right-click the farm node at the top of the tree and choose Properties. 3. Click the MetaFrame Settings tab. 4. To enable or disable NDS support, do either: • Enter the NDS tree name in the NDS Preferred Tree field • Clear the NDS tree name in the NDS Preferred Tree field 5. Click OK. ` To assign Citrix administrator privileges to NDS objects A Citrix administrator can assign Citrix administrator privileges to objects in an NDS tree, such as a country, organization, organization unit, group, user, or an alias. 1. Right-click Citrix Administrators in Citrix Management Console and click Add a Citrix Administrator. 2. In the Add Citrix Administrator dialog box, double-click to open the NDS tree. Objects in the NDS tree represent container objects and leaf objects. 3. Select the Show Users box to see the user and alias objects in this hierarchy. Chapter 6 Configuring MetaFrame XP Servers and Farms 131 4. Double-click to open container objects until the object that you want to add to the Citrix Administrator list is in the dialog box. Select this object. 5. Click Add. Select Read-Only or Read-Write privileges. Click OK. This object and those below it have the selected Citrix administrator privileges. ` To log on to Citrix Management Console as an NDS user You need a Distinguished Name, password, and NDS tree name to perform the following steps. If you don’t have this information, consult the NetWare or Citrix administrator who set up the NDS object to have Citrix administrator privileges. 1. Type a Distinguished Name in the User Name field. A full Distinguished Name starts with a period and has a period between each object name. For example, User JoeX, within two container objects (the Admin organization unit within the PNQ organization) would type the following Distinguished Name in the User Name box: .JoeX.Admin.PNQ 2. Type the password in the Password box. 3. Type the NDS tree name in the Domain box. ` To publish an application for NDS users 1. Log on to Citrix Management Console as an NDS user. 2. Verify that the intended host server has NetWare client installed. 3. From the Actions menu, choose New > Publish Application. 4. Follow the instructions in the Publish Application wizard. Click Help to obtain detailed help for each step. 5. In the Specify Users dialog box of the Publish Application wizard, double-click to open the NDS tree. 6. Double-click to open container or leaf objects until the object to be granted access is in the window. 7. Select the object and click Add. Click Finish. The object and those under it now have access to the application. 132 MetaFrame XP Administrator’s Guide Configuring Printer Autocreation in NDS Citrix Management Console can be used to choose Windows NT or Active Directory print queues and assign them to NDS objects for auto-creation. Print permissions to the queue must be granted to the Dynamic Local User created when the NDS user logs onto a server. This may involve enabling the Guest account on the print-server. See Microsoft documentation for information about enabling the Guest account. NDPS print queues cannot be chosen and assigned to NDS objects through Printer Management in Citrix Management Console. Consult Novell documentation for setting up NDPS print queues in ZENworks. Configuring MetaFrame XP Properties Configuring options and settings for MetaFrame XP servers and Citrix server farms takes place in two stages. First, you set options when you install MetaFrame XP on the first server in a server farm and on other servers that you add to the farm. Then, as the server farm is operating, you can adjust settings on individual servers and set options for the server farm using the Citrix Management Console. Setup options. Some configuration options are available only during MetaFrame XP setup. For example, you choose the name of a server farm when you install MetaFrame XP on the first server in the farm. If you set restrictions on ICA shadowing during setup, the restrictions are permanent on the MetaFrame XP server. For details on setup options for MetaFrame XP servers and server farms, see “Installing MetaFrame XP” on page 81. Operating options. After you create a MetaFrame XP server farm, you can use Citrix Management Console to change settings such as ICA display options and to manage ICA sessions on individual servers. You also use the console to configure options that affect performance, zone configuration, and interoperation with MetaFrame 1.8 servers for the entire server farm. Properties of MetaFrame XP Server Farms After you log on to a server in the farm with Citrix Management Console, the console title bar displays the name of the server farm. In the left pane of the console, the farm name is the label of the main node at the top of the tree. Chapter 6 Configuring MetaFrame XP Servers and Farms 133 Farm node This section describes ways to manage farm configuration after you install MetaFrame XP. For options you can configure only during MetaFrame XP setup, see “Installing MetaFrame XP” on page 81. MetaFrame XP also includes some commands that you can run from the command prompt to monitor and configure servers. For information on these commands, see “Command Reference,” Appendix A in this manual. Using the Farm Properties Dialog Box To configure Citrix server farm properties, log on to the console and select the server farm node in the console tree. The server farm is represented by the first node, at the top of the tree in the left pane of the console. The label of the server farm node is the name of the server farm. Most configuration options and settings for a Citrix server farm are available in the Properties dialog box for the farm in Citrix Management Console. When you configure farm settings, the settings apply to the entire farm, including servers that are temporarily offline. To display the Properties dialog box for the server farm, select the farm node and choose Properties. The Properties command is available in the Actions menu, on the console toolbar, and from the menu that appears when you right-click on the farm node. Configuration options for the server farm appear on tabs in the Properties dialog box. All of the settings in the dialog box apply to the entire farm. Some settings affect each MetaFrame XP server in the farm. Other settings apply to the farm’s data store, which all servers in the farm use to store and retrieve farm configuration information. When you make changes in the Properties dialog box, the changes do not take effect until you click OK, which closes the dialog box and applies all the current settings. If you click Cancel, the dialog box closes and all changes you made in the dialog box are discarded. For information about specific options, click the Help button in the Properties dialog box. 134 MetaFrame XP Administrator’s Guide ICA Display Options Use the ICA Display tab to configure the transmission of display information and application graphics to clients. You can optimize the display for ICA Clients by adjusting the amount of memory used for graphics and selecting other options that conserve bandwidth for ICA display transmission. ICA uses highly optimized protocols to send the screen display of applications to ICA Client users. On standard (non-dialup) networks, the default settings are designed for optimum performance. You do not need to reconfigure ICA Display settings under most circumstances. However, you can adjust these settings for better performance when many users dial in to your server farm, or users’ network access includes slow WAN links. In the Resource Limits area, you can set a maximum amount of memory to be used on the MetaFrame XP servers for ICA display. Note You can use the ICA Display tab and the TWCONFIG utility (see “MetaFrame XP Command Reference,” Appendix A) to set the maximum amount of memory used for an ICA session on the MetaFrame XP server. You might want to set a memory limit that accommodates typical sessions but prevents excessive memory usage by sessions that specify extremely large display sizes, such as 32,000 by 32,000 pixels at 24 bits per pixel, for example. If a session exceeds the memory limit that you set, the server scales down the session to a lower resolution to accommodate the memory limit. When the memory limit forces the server to degrade the session, the option you choose on the ICA Display tab specifies whether the server reduces the session display size (resolution) or color depth. Effects of Memory Limits on Seamless ICA Sessions When an ICA Client initiates a session in seamless mode, the size of the session is equivalent to a full-screen session. For example, a seamless session initiated by a client with a desktop size of 1,600 by 1,200 pixels, at 24 bits per pixel color depth, requires 5,760,000 bytes (5.5MB) of memory. When a client device running Windows 98 or Windows 2000 has multiple monitors, the total desktop size is the total of both monitors, and the memory required for a seamless session is based on the total display size of both monitors. Chapter 6 Configuring MetaFrame XP Servers and Farms 135 If you set a memory limit that is less than that required for the display size and color depth, the server scales down the session. If the option to reduce the resolution of the session is selected on the ICA Display tab in the console, the application launches in a remote desktop rather than a seamless mode window. If the option to reduce color depth is selected, the server might be able to accommodate a seamless mode session at a lower color depth. General MetaFrame XP Options Use the MetaFrame Settings tab to control communication and other aspects of IMA, the Citrix protocol for communication among servers in your server farm. You also use this tab to change the way MetaFrame XP servers respond to broadcasts from ICA Client users. Setting up Response to ICA Client Broadcasts With the options in the Broadcast Response area on the MetaFrame Settings tab, you can control whether the data collectors and RAS servers in your server farm respond to UDP broadcasts from ICA Clients. You might want servers to respond to broadcasts if you have legacy ICA Clients that require this, or if all your ICA Clients use TCP/IP (rather than TCP/IP + HTTP) to auto-locate MetaFrame servers. Select the option Data Collectors respond to ICA Client broadcast (UDP) messages if your ICA Clients do not have a specific server address specified for locating applications in the server farm and use TCP/IP protocol to auto-locate MetaFrame servers. To use the UDP response option, you must also configure the server farm of MetaFrame XP servers to interoperate with a server farm of MetaFrame 1.8 servers. To do this, select Work with MetaFrame 1.8 Servers on the Interoperability tab in the Properties dialog box for the MetaFrame XP server farm. If you do not select this option, and MetaFrame XP detects MetaFrame 1.8 ICA Browsers on the same network subnet, it disables the broadcast response. If you have ICA Client users who dial in to MetaFrame XP servers using RAS, select RAS servers respond to ICA Client broadcast messages. Because a dial-in client communicates only with the RAS server and cannot contact ICA Browsers or data collectors to locate the server farm’s published applications, this option lets the dial-in clients locate applications in the server farm. Important If two server farms of MetaFrame XP servers are on the same subnet and both farms respond to ICA Client broadcasts, the ICA Clients will have problems browsing for published applications in the server farms. 136 MetaFrame XP Administrator’s Guide ICA Client Time Zones If users connect to the server farm from different time zones, you can configure the farm to support the local time zones of client devices. Not all ICA Clients support this feature; refer to the ICA Client Administrator’s Guides for more information. Local time zone support provides correct local date and time stamps on files created by clients. To enable local time zone support, select the option in the Client Time Zones area. For ICA Clients that do not report their local time zone to MetaFrame XP servers, the local time is estimated. You can disable local time estimation if this option causes incorrect local time display in ICA Clients. SNMP License Notification If you use an SNMP-based network management product, the MetaFrame XP SNMP Agent can send traps if the usage of Citrix licenses in the server farm exceeds thresholds that you specify. You can select options to enable SNMP traps on a farm-wide basis on the Properties tab for the server farm, and on the Properties tab for individual servers. To enable SNMP notification messages, select Enable SNMP Agent on the SNMP tab in the Properties dialog box. In the Set box, enter the percentage of available pooled licenses below which the SNMP Agent alerts the management product. The alert status remains in effect until the percentage of available pooled licenses exceeds the value in the Reset box. SNMP notification is available when you install the Citrix plug-ins for Tivoli NetView, HP OpenView, or CA Unicenter TNG network management consoles. Plug-ins for NetView and OpenView ship with MetaFrame XP 1.0. Feature Release 1 includes updated NetView and OpenView plug-ins and the Unicenter TNG plugin. See “Network Management Components.” on page 107 for information on the plug-in installation option in Feature Release 1. Configuring MetaFrame XP Server Properties In addition to settings for an entire farm, you can configure settings for individual MetaFrame XP servers in the farm through Citrix Management Console. You can access most server configuration options from the Properties dialog box for each server. When you change settings for a server’s properties, the console applies the settings immediately if the server is available. If the server is offline or busy, the console applies the settings as soon as the server becomes available. Chapter 6 Configuring MetaFrame XP Servers and Farms 137 This section describes ways to manage server configuration after you install MetaFrame XP. For options you can configure only during MetaFrame XP setup, see “Installing MetaFrame XP” on page 81. MetaFrame XP also includes some commands you run from the command prompt to monitor and configure servers. For information on these commands, see “Command Reference,” Appendix A. Using the Server Properties Dialog Box To configure the settings of an individual server, select the server under the Servers node in the console tree. Then choose the Properties command from the Actions menu, the console toolbar, or by right-clicking. The Properties command displays the Properties dialog box for the selected server. This dialog box contains several tabs with options and settings that apply to a MetaFrame XP server. The settings that you configure in the Properties dialog box apply to the selected server only. For example, you can configure SNMP traps on the SNMP tab in a server’s Properties dialog box. These SNMP settings apply to a single server. If you select the farm node and use the Properties dialog box, you can set SNMP settings that apply to all servers in the server farm. Note The Servers node in the console tree does not include a Properties dialog box. When you want to apply settings to multiple servers, you use the Farm node or another node in the console tree. Use the Properties dialog box for servers to view and configure the following: Published application information. On the Published Applications tab, view the names, status, connection type, and other information about the applications that are published on a selected server. SNMP traps. On the SNMP tab, you can enable the Citrix SNMP Agent and select the events that trigger SNMP messages on the selected server. For more information, see “SNMP License Notification” on page 136. Server and network information. The Information tab displays software, network, and licensing information for the selected server. This tab shows the versions of Windows and Citrix software that are installed and the installation date. The tab also displays the product code that is assigned to the server, which specifies the type of product license that the server uses. You can also verify that logons by ICA Client users are enabled and check the network address on this tab. 138 MetaFrame XP Administrator’s Guide Product code. The Information tab displays the product code that is set on the selected server. The product code specifies the type of product license the server uses from the server farm’s license pool. You cannot change the product code on this tab. However, you can change the product code if necessary for the server to use the correct license from the license pool. You might want to change the product code if you purchase a product upgrade or a full retail license for a server that uses an evaluation license. For more information about product codes and licensing, see “Product Codes” on page 151. Installed hotfixes. On the Hotfixes tab, you can view a list of Citrix hotfixes that are installed on the selected server. The tab displays the name and installation date of each hotfix that is installed. ICA Display options. The options on the ICA Display tab affect graphics and video display on ICA Clients. These settings apply to the applications that run on the selected server. The options let you conserve bandwidth used to transmit graphics to ICA Clients and to specify the size of the memory buffer to use for graphics display. You can configure these settings for all servers in the farm by using the ICA Display tab in the Properties dialog box for the farm. ICA Browser and logon settings. The MetaFrame Settings tab displays various configuration settings for the selected server. The tab contains options that affect the selected server’s response to UDP broadcasts from ICA Clients. UDP broadcasts allow ICA Clients to browse for published applications in a server farm that includes ICA Browser-based MetaFrame servers. Other options let you control the logging of shadowing events on the server. Citrix XML Service. The MetaFrame Settings tab displays the port used by the Citrix XML service for TCP/IP+HTTP browsing by ICA Clients. This setting cannot be edited here, but you can change the port for a server with a command. To change the port setting, at the system command prompt, type ctxxmlss /rxxxxx, with the actual port number following /r. This configures the service to auto start on port xxxxx. To activate the new settings, you have to stop and start the service. Controlling printer bandwidth. If you want to limit the bandwidth that MetaFrame XP uses for printing by clients, you can enter a value on the Printer Bandwidth tab. To remove a bandwidth limit, select the Unlimited option. This setting applies to the selected server. You can view the current setting for each server on the Bandwidth tab when you select Printer Management in the console tree. For more information about client printing and bandwidth, see “Bandwidth Tab” on page 267. Chapter 6 Configuring MetaFrame XP Servers and Farms 139 Selecting Other Settings to Configure To change some settings for individual servers, you use the Licenses, Printer Management, and Applications nodes in the Citrix Management Console tree. You can: • Assign licenses to servers and monitor license usage from the Licenses node • Publish applications on servers and monitor application usage through the Applications node • View and replicate printer drivers installed on servers from the Printer Management node Select individual MetaFrame XP servers to configure settings that are not associated with application publishing, printer management, or licensing. Configuring Zones and Data Collectors In an IMA-based Citrix server farm, a zone is a grouping of Citrix servers that share a common data collector, which is a MetaFrame XP server that receives information from all the servers in the zone. By default, all servers in a farm that are on the same network subnet belong to the same zone. You can use the Zones tab in the Properties dialog box to create and configure additional zones, to change the zones of MetaFrame XP servers, and to configure zone data collectors. Important If you change a server’s zone membership (move the server to another zone), incorrect information can appear in Citrix Management Console until the server updates the data collector. To ensure data synchronization, restart a MetaFrame XP server after you change its zone membership. Zones are designed to enhance the performance of a Citrix server farm by allowing geographically related servers to be grouped together, whether they are connected to the same network subnet or not. • If all the servers in a farm are in one location, you can configure the farm with a single zone without causing slower performance or making the farm more difficult to manage. • If you manage an enterprise server farm with servers in different geographic regions, you can place servers into zones based on the location of the servers. This can improve performance and make management of the farm more efficient. 140 MetaFrame XP Administrator’s Guide On the Zones tab in Citrix Management Console, you can view the servers that belong to each zone in the farm. You can create, delete, and rename zones. To change the membership of a server from one zone to another, select the server from the list of servers in the zone and then move the server to another zone. Functions of Data Collectors Each zone in a server farm contains one Citrix server that is designated as the data collector for the zone. Data collectors store information about the servers and published applications in the server farm. The data collector knows the addresses of each server and the applications that are available on each server in the zone. Note Data collectors in IMA-based server farms are similar in function to ICA Browsers in MetaFrame 1.8 server farms. However, data collectors use TCP/IP for server-to-server communication. ICA Browsers use UDP for server-to-server communication. Zone 1 Citrix server farm DC LAN Zone 2 DC WAN link LAN In a server farm with zones connected by a WAN link, only the data collectors (DC) need to communicate over WAN. Individual servers communicate mainly with data collectors in their zones. Data collectors are communication gateways between zones in server farms that have more than one zone. Each data collector communicates with the other data collectors in other zones in the server farm. Because data collectors serve as communication gateways among zones, every server in the farm does not need to communicate with every other server. Servers that are separated by long distance and slow communication links do not add communication traffic to the server farm. Only data collectors send messages between zones. Tip Because of the way data collectors concentrate communication among the servers in a farm, use zones if you have a geographically diverse farm. Chapter 6 Configuring MetaFrame XP Servers and Farms 141 Election of Data Collectors A zone in a Citrix server farm elects, or selects, a data collector for the zone if a new server joins the zone or the current data collector becomes unavailable. A data collector becomes unavailable if the server goes down or is disconnected from the network, or if you move the server to another zone. When a zone elects a new data collector, it uses a preference ranking of the servers in the zone. You can set the preference ranking for the servers in a zone on the Zones tab in the server farm’s Properties dialog box. Each zone has four levels of preference for election of data collectors. The preference levels, in order from highest to lowest preference, are: 1. Most Preferred 2. Preferred 3. Default Preference 4. Not Preferred All servers in a zone are assigned to one of the four election preference levels. When the zone elects a new data collector, it tries to select a server from the first preference level. If no servers at this level are available, the zone selects a server from the second level, and so on. When you create a farm, the election preference for all servers is Default Preference, except for the first server added to the zone, which is set to Most Preferred and is the zone’s initial data collector. On the Zones tab in the console, a colored symbol appears next to each server name to indicate the election preference setting. You can change the default election preference to designate a specific server as the data collector. To do this, set the election preference for the server to Most Preferred. If you do not want some servers to be data collectors, set the election preference for those servers to Not Preferred. Assign servers that you do not want to become data collectors (except as a last resort) to the Not Preferred level. Tip In large server farms and enterprise networks with high client traffic, you can reduce the possibility of data collector performance issues by using dedicated data collectors. You can do this by setting up data collectors on MetaFrame XP servers that do not host applications for client sessions. 142 MetaFrame XP Administrator’s Guide Setting the Election Preference for Data Collectors To change a server’s data collector election preference, select the server in the list on the Zones tab and click Set Preference. In the dialog box, select the election preference level to assign to the server. To designate a specific server to be a zone’s data collector when the next election occurs, make sure that the server has the highest election preference. You can do this by making the server the only one set to Most Preferred level, for example. The zone will elect the server to be the data collector when the next election occurs. If you create a new zone, the first server that you move to the new zone becomes the zone’s data collector, and its preference level is set to Most Preferred. Zones do not maintain backup data collectors. Instead, the data store for the entire Citrix server farm maintains information that is used by each data collector. Configuring Latency Reduction for ICA Clients Delays between entry and echo of mouse movements and keyboard input is one of the primary frustrations that client users can experience on a high-latency network connection. SpeedScreen features in MetaFrame XP and the ICA Client software enable almost immediate echo of mouse movements and keystrokes at the ICA Client. Use the SpeedScreen Latency Reduction Manager to customize SpeedScreen settings for a MetaFrame XP server, individual published applications, and input controls within applications. You can save a SpeedScreen configuration file and then deploy the file across your server farm. To launch SpeedScreen Latency Reduction Manager, from the Start menu, choose Programs > Citrix > MetaFrame XP > SpeedScreen Latency Reduction Manager. Tip You can launch SpeedScreen Latency Reduction Manager by clicking its button on the ICA Administrator Toolbar. By default, instant mouse click feedback is enabled and local text echo is disabled for all applications. You can enable local text echo on an application-by-application basis only. If you use this feature, the programs to which you apply it must use only standard Windows APIs for displaying text, or the settings will not work correctly. Chapter 6 Configuring MetaFrame XP Servers and Farms 143 Important Test all aspects of an application with local text echo in a nonproduction environment before enabling text echo for your users. With SpeedScreen Latency Reduction Manager, you can also configure local text echo settings for individual input fields within an application. See the application help for the SpeedScreen Latency Reduction Manager utility for more configuration information. For general information about SpeedScreen options, see the online help in the SpeedScreen Latency Reduction Manager. Deploying SpeedScreen Settings After you use Speed Screen Latency Reduction Manager to configure SpeedScreen settings for the server (and specific applications, if you want), the manager saves the settings for each application in the directory C:\WINNT\system32\ss3config. To deploy the configuration settings throughout a server farm, copy the entire directory and its contents to each MetaFrame server in the server farm. Tip If you plan to copy SpeedScreen configuration settings across a server farm, apply the settings to “all instances of an app” on the server when you configure individual application settings, because, path names might differ on various destination servers. Be aware that applications developed using MFC generate application window names dynamically. This is not standard behavior. The SpeedScreen Latency Reduction Manager uses window names to identify exception entries, and could apply saved settings erroneously on a destination server if you applied SpeedScreen settings to a specific instance of the application. CHAPTER 7 Licensing MetaFrame XP This chapter describes Citrix licensing for MetaFrame XP and related products. It includes an overview of licensing requirements and describes various types of licenses. This chapter includes the following topics: • Overview of Citrix Licensing, page 145 • Summary of the Licensing Process, page 146 • Types of MetaFrame XP Licenses, page 148 • Understanding Citrix Licensing Codes, page 151 • Managing and Monitoring Licenses, page 155 • Managing License Counts, page 161 • Licensing Requirements for Feature Release 1, page 163 To find step-by-step instructions for procedures mentioned in this chapter— including how to enter, activate, and assign licenses—use online help in Citrix Management Console. For information on Clicense, a Citrix command-line utility that you use to view and change licensing data on Citrix servers, see Appendix A, “MetaFrame XP Command Reference.” Overview of Citrix Licensing Using Citrix software requires that you follow the terms of Citrix license agreements. Usually, an organization must purchase a license that permits the software to be used on a specified number of servers and permits a specified number of ICA connections to the Citrix servers. 146 MetaFrame XP Administrator’s Guide In addition to the legal agreement, the term license refers to codes and software that enable Citrix products to operate. Software mechanisms verify the presence of valid licenses for Citrix products in Citrix server farms. However, except for special enterprise licenses that require usage reporting, Citrix does not monitor or retrieve license usage data from Citrix server farms. For details on licensing requirements and licensing terms for your Citrix product, be sure to refer to the End-User License Agreement that is provided with the software package in printed or electronic form. Important If your organization participates in a Citrix enterprise licensing program or ASP licensing program, Citrix provides additional software and documentation for license metering and reporting. If your organization participates in an enterprise program, do not follow the licensing instructions in this chapter; instead, refer to your enterprise license documentation or ask your enterprise sales representative for the detailed enterprise licensing information. Summary of the Licensing Process The steps below summarize the general process you use for MetaFrame XP licensing. Whether your server farm is small or large, the general steps you use to enter and activate licenses are the same. For definitions of the licensing terms used in the following procedure, see “Understanding Citrix Licensing Codes” on page 151. ` To enter licenses for Citrix products 1. Get the product code and license serial number from your MetaFrame XP product packaging. • Make product codes and serial numbers available to administrators who install MetaFrame XP if you want to enter licenses during installation. • Make product codes and serial numbers available to administrators who manage licensing for the server farm. • Store the original product codes and serial numbers in a safe place. 2. When you install MetaFrame XP on a server, you assign a product code to the server. • If you enter a license serial number, the Setup program suggests a product code to assign to the server. Verify that the product code matches the product code in your product packaging. If you did not receive a product code in your product packaging, accept the suggested product code. Chapter 7 Licensing MetaFrame XP • 147 If you do not enter a serial number, enter the product code for your MetaFrame XP license included in the product package. 3. If you did not enter all your serial numbers during MetaFrame XP installation, use Citrix Management Console to enter the serial numbers for all your Citrix licenses. For each serial number you enter, a license description and license number appear on the License Numbers tab in the console. 4. When you enter a license in Citrix Management Console, the console asks if you want to activate the license. In a Web browser, go to the Citrix Activation System (CAS) Web page at http://www.citrix.com/activate. Paste the license number into the text box and then copy the activation code you receive for the license. 5. Enter the activation code in the Activate License dialog box and click OK to activate the license. Check the License Numbers tab to be sure you activate all licenses. 6. After you enter and activate licenses, MetaFrame XP pools all license counts in the server farm. Through IMA, license counts are allocated from the pool to MetaFrame XP servers in the server farm that require product and connection license counts. You can use Citrix Management Console to monitor license usage by the entire farm and by individual servers. 7. If you want to assign activated licenses to specific servers, use the New Assignment wizard to assign product and connection license counts to any MetaFrame XP server in the farm. License counts that you assign are taken out of the pool of unassigned licenses. You cannot assign licenses that are not activated. For more information on product and connection licenses, see “Product Licenses” on page 148 and “Connection Licenses” on page 149. Important Citrix Management Console does not verify that license counts you assign to a server are the correct type specified by the server’s product code. If you assign a license count from a MetaFrame XPs license, for example, and the server’s product code specifies MetaFrame XPe licensing, the server cannot use the assigned license count. The unused count is not returned to the license pool and therefore is not available for use in the server farm. Grace Periods for License Activation After you enter a license serial number, you can use the software during a grace period before you must activate the license. For MetaFrame XP licenses, refer to the Grace Days column on the License Numbers tab in Citrix Management Console. The numbers in this column tell you the number of days that remain in the grace period for each license. Before a grace period ends, you must activate the license. 148 MetaFrame XP Administrator’s Guide Citrix recommends that you use the grace period to thoroughly test your hardware and software configuration. When you are sure your system is set up properly, you can permanently activate your licenses. Demonstration licenses and evaluation licenses must be activated using the same procedure described above. However, these licenses are valid for a limited period even after activation. Types of MetaFrame XP Licenses Two types of licenses appear in MetaFrame XP licensing: product licenses and connection licenses. When you manage licenses for MetaFrame XP, you work with both types of licenses. In some procedures, you need to specify one type of license. A Citrix license can provide either a product or a connection license alone, or both types of licenses together. A serial number that provides product and connection licenses together can include no more than one license count for the product license. If you add more servers to a server farm, you can obtain a product license with the license count you need for the additional servers. For more information about license counts, see “Managing License Counts” on page 161. Product Licenses A product license is a license to use one or more Citrix products on your servers. A server farm must have a product license with one license count to run Citrix server software on each server in the server farm. The table below describes the product licenses that are available to enable MetaFrame XP and related Citrix products. Product license Products enabled MetaFrame XPs MetaFrame XP MetaFrame XPa MetaFrame XP with Load Manager MetaFrame XPe MetaFrame XP, Load Manager, Resource Manager, Installation Manager, Network Manager As mentioned above, a Citrix serial number can include both product and connection licenses. For more information, see “Connection Licenses” on page 149. When you add a Citrix license to your server farm, the product license provided by the license number appears on the Product tab in Citrix Management Console. Only one product license appears on the tab, even if the product license—such as a MetaFrame XPa product license—enables more than one Citrix product. Chapter 7 Licensing MetaFrame XP 149 MetaFrame XP allocates product licenses from a pool of available licenses for a MetaFrame XP server farm. To monitor the product licenses in a farm, select Licenses in the tree pane and use the Product tab in Citrix Management Console. A server does not consume a product license when it is not in operation—when the server is down or the IMA service is not running. When a server releases a product license, the license returns to the license pool and is available for use by another server. With a MetaFrame XPa or MetaFrame XPe product license, which enables multiple products on your servers, you cannot divide the product license to enable one product on one server and other products on other servers. Connection Licenses A connection license is a license for ICA Client connections to MetaFrame XP servers. A server farm must have a connection license with one license count for each concurrent ICA connection to the MetaFrame XP servers in the farm. Each MetaFrame XP product license provides one grace license for the administrator to connect to the server console. The grace license prevents the server from reporting a licensing error if you install no connection licenses and log on to the server before putting it into service for ICA Clients. License serial numbers that you receive with MetaFrame XP can provide connection licenses alone or in combination with a MetaFrame XP product license. If you add more users, you can get additional connection licenses with the license count you require. Migrating Licenses from Other Citrix Products MetaFrame XP does not directly support licenses for MetaFrame 1.8, WINFRAME 1.8, and earlier versions of MetaFrame or WINFRAME. However, you can use licenses from other Citrix products if you purchase the appropriate product migration licenses. You can enter MetaFrame and WINFRAME product licenses in your server farm’s data store either automatically with the MetaFrame XP setup program or manually using Citrix Management Console. If you install MetaFrame XP on an existing Citrix server, the Setup program migrates existing Citrix licenses into the new MetaFrame XP server farm. 150 MetaFrame XP Administrator’s Guide Important If you cannot preserve your original licenses on a Citrix server because you cannot upgrade the operating system or you perform a clean install of the operating system or MetaFrame XP, you must enter the original license serial numbers in Citrix Management Console and then reactivate the licenses before they can be used with a migration license. MetaFrame XP supports migration of licenses from the following products: • MetaFrame 1.8 for Windows NT 4.0 Servers • MetaFrame 1.8 for Windows 2000 Servers • MetaFrame 1.0 • WINFRAME 1.8 • WINFRAME 1.7 You can migrate earlier product licenses to MetaFrame XPs, MetaFrame XPa, and MetaFrame XPe product licenses. Important If you enter migration licenses in your server farm, you might need to change the product code. A server will not use a migration license if the server’s product code is different from the product code of the migration license. For more information, see “Product Codes” on page 151. When a server starts, it requests a product license from the server farm’s license pool. If the server’s product code allows it to take a migration license, it can use a migration license from the license pool if it can also get a corresponding original license for the migrated product. For more information about products codes, see “Product Codes,” below. Upgrading Licenses You can upgrade your Citrix servers to enable more features by installing additional software and entering MetaFrame upgrade licenses into the server farm’s license pool. For example, you can upgrade MetaFrame XPs to MetaFrame XPa or MetaFrame XPe by installing the Citrix software included with the upgrade licenses and entering the licenses into the server farm. If you upgrade a server, you must change the server’s product code to match the product code of the upgrade license. For example, if you upgrade a server from MetaFrame XPs to MetaFrame XPa, you must change the server’s product code to the one included with the MetaFrame XPs-to-MetaFrame XPa upgrade license. Chapter 7 Licensing MetaFrame XP 151 Understanding Citrix Licensing Codes Licensing for MetaFrame XP and related Citrix products involves several licensing codes, which are strings of characters that you use during the licensing process. You get some licensing codes from your Citrix software package; Citrix software generates other strings that you use in connection with Citrix licensing. Product Codes Each Citrix software package includes a product code. The product code is an alphanumeric string of nine characters that: • Identifies the Citrix software product • Distinguishes among retail, evaluation, and not-for-resale product versions • Specifies the product license a server requests from the license pool to enable the installed Citrix software The product code for MetaFrame XP appears on a label on the product package. One or more license serial numbers are also on the label. MetaFrame XPa 1.0 -English Server: ICA Connect: XNNXX-NNXXN-XNXXN-NXNXN-NXNXN Product Code 0100-0F4A XNNXX-NNXXN-XNXXN-NXNXN-NXNXN Allocating License Counts According to Product Codes With MetaFrame XP, license counts are allocated to individual servers from a common license pool for the server farm. The automatic allocation of licenses means you do not have to manually assign licenses to servers. A variety of MetaFrame XP licenses, including evaluation, migration, upgrade, and full retail licenses can exist in the license pool. The product code applied to a server specifies the kind of product license count the server takes from the license pool. For example, you might have evaluation and full retail licenses in your server farm’s license pool. You install evaluation applications on some servers and install production applications on other servers. In this scenario, you do not want evaluation servers to take retail licenses away from production servers. Therefore, you enter product codes to specify which servers require retail license counts and which servers can use evaluation license counts. 152 MetaFrame XP Administrator’s Guide In addition to evaluation and retail licenses, product codes distinguish among MetaFrame XPs, MetaFrame XPa, and MetaFrame XPe licenses. Without the correct product code on a server (and corresponding license counts available in the pool), the Citrix software will not function on a server. For example, if you specify a MetaFrame XPs product code and no MetaFrame XPs license counts are available, the server will not take a MetaFrame XPa or MetaFrame XPe license count if these licenses are in the license pool. If you install MetaFrame XP and Installation Manager on a server and enter the MetaFrame XPs license code, for example, the server will request a MetaFrame XPs license count from the license pool. Even if the license count is available, Installation Manager will not be enabled on the server because a MetaFrame XPs license enables only MetaFrame XP to run on the server. Entering a Server’s Product Code During Setup As the last step in MetaFrame installation, the Setup program asks if you want to enter Citrix licenses. You can skip this step if you have already entered your license serial number on the first server you set up or you want to enter licenses later using Citrix Management Console. If you do enter a license, the Setup program displays the product code that corresponds with the license serial number. Verify that the recommended product code matches the product code included with your MetaFrame XP product package. If you do not enter a license during installation, type the full product code (including the dash between the groups of alphanumeric characters) from your product package in the Product Code box when you are prompted to do so by the Setup program. Important Because the product code specifies the product license for the server to use, be sure to enter the correct product code on each server. If the server cannot get a product license count for the installed software from the license pool, the Citrix software will not function. Changing a Server’s Product Code You can change a product code to change a server’s product license specification. Adding a license to the server farm’s license pool does not change the product code on any servers. Chapter 7 Licensing MetaFrame XP 153 For example, you might want to change the product code to convert an evaluation server to use a full license. Another example is to change the product code when you upgrade a server that uses a MetaFrame XPs license to use a MetaFrame XPa license and enable Load Manager features. ` To change a server’s product code 1. Select the server in Citrix Management Console. 2. Choose Actions > Servers > Set MetaFrame Product Code. 3. Enter the product code and click OK. Tip To select multiple servers so you can change their product codes at once, select the Servers node in the Citrix Management Console and then select the servers on the Contents tab. When you change the product code, a status bar indicates the progress of the change. The process can last several minutes if you change the product code on many servers at once. The status bar indicates when the product code change is complete on all the selected servers. Serial Numbers A serial number is the code that you enter in the first step of the licensing process, either in the MetaFrame XP Setup program or in Citrix Management Console. The serial number represents the exact licenses you purchased. Citrix software uses the serial number to identify and validate your licenses. The serial number is on a label in the MetaFrame XP software package. A MetaFrame XP serial number is a string of 25 letters, numbers, and symbols. The string has five groups of five characters each, with a hyphen between each group. Tip The licensing label in your product package might include more than one serial number, depending on the particular MetaFrame XP licenses that you purchase. A serial number for a connection license is labeled “ICA Connect.” A serial number for a product license is labeled “Server.” Representation of Licenses by Serial Numbers Serial numbers for MetaFrame XP can represent the following types of Citrix licenses: 154 MetaFrame XP Administrator’s Guide Product license. MetaFrame XPs, MetaFrame XPa, and MetaFrame XPe product licenses enable use of the MetaFrame XP and Citrix management products on servers. Each license enables particular Citrix products and features on servers (see the table on page 148 for more information). The number of servers that a product license allows depends on the license count. Connection license. This license enables concurrent connections by ICA Client users to MetaFrame XP servers. The number of concurrent connections allowed by the license depends on the license count. Types of Licenses Provided by a Serial Number A Citrix license serial number can represent a single Citrix license or a combination of Citrix licenses. However, some license combinations cannot be represented by a single serial number. A single serial number can represent only the following: • A product license (MetaFrame XPs, MetaFrame XPa, or MetaFrame XPe) that includes multiple license counts for multiple servers • A connection license, which includes multiple license counts for concurrent ICA connections • A product license with one license count plus a connection license with multiple license counts For example, one serial number can represent a MetaFrame XPs product license with a single license count and a MetaFrame connection license with a 15connection license count. Another serial number can represent a MetaFrame XPe product license with a 500-server license count. To enable MetaFrame XP and Citrix management products for the number of servers and connections that you use in a server farm, you need to obtain a product license with a license count equal to (or greater than) the number of servers you have, and a MetaFrame connection license with a license count equal to (or greater than) the number of concurrent ICA connections your users require. Entering Serial Numbers To add licenses to your server farm, you enter license serial numbers during installation of MetaFrame XP or with Citrix Management Console. After you enter serial numbers, Citrix Management Console produces a license number from each serial number. You use the license number to receive an activation code from Citrix for the licenses. All types of Citrix licenses require activation within a set period of time, which is called the grace period and typically lasts 90 days. Licenses that you do not activate during the grace period expire and are invalid. Evaluation licenses require activation but are valid for a limited period, typically 90 days, after activation. Chapter 7 Licensing MetaFrame XP 155 License Numbers A license number is a code that you use in the licensing process for MetaFrame XP and Citrix management products. License numbers are strings of letters, numbers, and symbols. For licensing of MetaFrame XP and other IMA-based Citrix products, you use a license number that is derived from each serial number you enter in a server farm. The Citrix Management Console displays each license number, which consists of the original serial number plus additional characters; these additional characters are referred to as the machine code. You use license numbers to get activation codes, as described below, for each Citrix license. License Activation Codes All types of Citrix licenses require activation. To activate a license, you enter the activation code for the license in Citrix Management Console. The activation code is a string of characters that you get from the Citrix Activation System (CAS) Web page. You can use the CAS system with any Web browser and Internet connection. For more information, see “Activating Licenses” on page 157. Each activation code is a unique string that activates only one specific license number. Managing and Monitoring Licenses In a MetaFrame XP server farm, the data store for the farm contains all data associated with licensing for the farm, including the types of licenses you enter, their license numbers, license counts, and license assignments to specific servers. You use Citrix Management Console to monitor and manage licensing for MetaFrame XP servers and connections by ICA Client users. With the console, you can do the following: • Add licenses to a server farm • Activate licenses • Monitor usage of product and connection license counts • Assign license counts to specific servers • Remove licenses from a server farm • Copy license numbers for use in the CAS system For information on the basics of using Citrix Management Console, see “To use Citrix Management Console” on page 122. 156 MetaFrame XP Administrator’s Guide The Citrix Management Console communicates with the data store in a server farm to display information about licenses in the farm. When you make changes by adding or removing licenses, or changing license assignments, the console updates the licensing data in the farm’s data store through Citrix IMA. Important When you view information about license usage, use the Refresh command to be sure the information is current. When ICA Clients connect or disconnect from the farm, the licensing data is not updated automatically. Using the Refresh command ensures that connection license data is current. Similarly, MetaFrame XP does not refresh the data in the console when servers are brought online or go offline. Use the Refresh command to be sure that license usage data is current when you view product license information in Citrix Management Console. ` To set automatic refresh of licensing data You can specify an interval for automatic refresh of licensing data displayed in Citrix Management Console. If you do not select the automatic refresh setting, licensing data is not refreshed unless you choose the Refresh command or a license change event, such as adding or removing a license from the server farm, occurs. 1. Select the License node in the console tree. 2. Choose Auto Refresh Settings from the Actions menu or the right-click menu. 3. In the dialog box, Automatically refresh licensing data, enter the refresh interval in seconds, and click OK. Adding Licenses to Server Farms To add a license to a Citrix server farm, you enter a license serial number that you receive with a Citrix product. Use Citrix Management Console to enter each serial number for licenses that you want to use in the farm. Choose New > License from the Actions menu or click the Add License button on the toolbar to begin entering a license. Type Citrix serial numbers exactly as they are printed, including hyphens (dashes) between the groups of characters. The characters in a serial number can include numerals, letters, and symbols such as + (plus sign), ? (question mark), and * (star). After you enter a serial number, the license appears on the License Numbers tab. The license number that is shown on the tab is the serial number that you entered, followed by 12 additional characters that the licensing subsystem generates. Chapter 7 Licensing MetaFrame XP 157 When you first enter a license, the license is not activated. The Status column on the License Numbers tab displays Unactivated and the Grace Days column shows the number of days remaining before the license will expire if you do not activate it. When you enter an unactivated license, the console asks if you want to activate the license. Activating Licenses You must activate each Citrix license to complete the licensing process for MetaFrame XP software and ensure continued operation. While a license is not activated, reminder messages appear on the MetaFrame XP server console. If you do not activate a license, the license expires after a set grace period. When a license expires, the license is no longer valid. An invalid license prevents users from connecting to the MetaFrame XP server. In addition, you cannot assign unactivated licenses to servers. To activate a license, you obtain an activation code and then enter the code in Citrix Management Console. Tip You can right-click a license number on the License Numbers tab and choose Activate to start the activation process. ` To activate licenses using the Web 1. Select a license number on the License Numbers tab in Citrix Management Console and choose Actions > Activate. 2. In the Activate License dialog box, click Copy to Clipboard to copy the license number to the Clipboard for the next step. 3. Go to the Citrix Activation System Web page at http://www.citrix.com/activate. Enter the license number. The CAS page returns the activation code for the license number. 4. Copy the activation code, enter the activation code in the Activate License dialog box, and click OK to activate the license. After you activate a license, the Status column displays Activated on the License Numbers tab. The license number remains the same because activation codes do not appear as part of the license number. Note Licensing changes might not appear immediately in Citrix Management Console. To refresh the display after adding or activating a license, press F5 or choose View > Refresh. 158 MetaFrame XP Administrator’s Guide ` To activate licenses by phone or fax If you cannot use the Web for license activation, you can get an activation code by phone or fax. 1. Select a license number on the License Numbers tab in Citrix Management Console and choose Activate from the Actions menu, the right-click menu, or the toolbar. 2. Write down the license number that appears in the Activate License dialog box. You can leave the dialog box open for the following step. 3. Use one of the following methods to obtain an activation code for the license: • Fax the license number to (954) 267-9342 with your return fax number and customer information. • Call (800) 424-8749 to speak with a customer service representative and get an activation code. 4. After you obtain an activation code, enter the activation code in the Activate License dialog box, and click OK to activate the license. License Views To monitor and make changes to licensing in your server farm, you primarily use the Licenses node in Citrix Management Console. When you select the Licenses node in the console’s left pane, you can use the Product, Connection, and License Numbers tabs that appear in the right pane to monitor license usage and configuration. Chapter 7 Licensing MetaFrame XP 159 Displaying License Numbers The License Numbers tab lists each license that you enter in the server farm. Each license that appears on the tab is based on a single license number, which you can view in the License Number column. The tab also shows which licenses are activated and unactivated, and the grace period for unactivated licenses. This tab can display multiple licenses with the same description; the License Numbers tab does not consolidate licenses based on product or license type. For example, if you enter three serial numbers that represent licenses for MetaFrame XP 1.0 for Windows, each license appears in the list on the License Numbers tab. Two licenses might contribute both product and connection licenses, while the third might add license counts for additional servers in the farm. To see what licenses a license number contributes to the server farm, double-click the license in the list. Use the Copy to Clipboard command to copy the license number of any license you select in the list. You can paste the data from the Clipboard into other applications for reporting and archiving. Monitoring Connection Licenses The Connection tab lists MetaFrame XP connection licenses. The tab shows the license count, which is the number of concurrent ICA connections allowed by the license, and usage data for each connection license you enter. More than one serial number can contribute to one type of connection license. Each type of connection license—such as MetaFrame Connection—appears only once on the tab. For example, “MetaFrame Connection” appears once on the Connection tab, even if you enter multiple serial numbers that include connection licenses. Additional licenses increase the license count, which appears in the Count column. Connection license Use the Properties command (or double-click a license in the list) to display additional details about a connection license. You can monitor the use of the connection license by servers in the farm. You can also see the license number that includes the connection license, check the status of the license, and see how many grace days remain before you must activate a license that is not activated. 160 MetaFrame XP Administrator’s Guide Monitoring Product Licenses The Product tab lists MetaFrame XP product licenses. The tab shows the license description, the license count (the number of servers allowed by the license), and usage data for each product license you enter. If you enter multiple license serial numbers, each distinct Citrix product appears once on the Product tab. Additional licenses can increase the license count for a product without adding additional product licenses to the list. Product license For example, “MetaFrame XP 1.0 English for Windows” is one distinct product license. If you enter more than one serial number for this license, the product description appears once. The Count column shows the total license count for the product license. Use the Properties command or double-click a license description in the list to display additional details about a product license. In the Properties dialog box, you can monitor the use of the product license by servers in the farm. You can also see the license number that includes the product license, check the status of the license, and see how many grace days remain before you must activate a license that is not activated. Monitoring Server Information You can select individual servers in the console tree to view licensing information for each server. When you select one server in the tree, the Licenses tab appears in the console’s right pane. This tab shows any license counts that are in use by the server, as well as any license counts assigned to the server. License counts that you assign to a server are removed from the license pool; an assigned license is available only to the server on which it is assigned. An assigned license is not available to other servers, even if the license is not in use because the server is down. For more information, see “Assigning License Counts” on page 162. Chapter 7 Licensing MetaFrame XP 161 Important In a mixed server farm environment, Citrix Management Console monitors and manages licensing data for MetaFrame XP servers only. To change license data on MetaFrame 1.8 servers, use the licensing commands and utilities that ship with that product; these utilities are also included on the MetaFrame XP CD-ROM for your convenience. The MetaFrame 1.8 licensing commands do not report or configure licensing data for MetaFrame XP or other IMA-based servers. Note Licenses that are migrated into the server farm from older Citrix Products, such as Load Balancing Services and SecureICA Services, will appear in Citrix Management Console, even though the licenses are not used in the MetaFrame XP server farm. Managing License Counts Product licenses and connection licenses each include a license count. The license count is the number of products or connections that the license authorizes. For example, a connection license with a license count of 50 allows 50 concurrent ICA connections to the server farm. License counts appear in the Count column on the Product and Connection tabs in Citrix Management Console. These tabs display similar licenses as single items in the list. These single items are called license sets. A license set includes the total license count from all licenses in the set. For example, you might have two MetaFrame XPs licenses, one with a license count of 25 and one with a license count of 10. When you enter these licenses in your server farm, just one license set with a license count of 35 appears on the Product tab. Citrix Management Console uses license count data wherever it displays license usage information. The numbers that are labeled “pooled” and “in use” refer to license counts that are pooled and in use. Note For some types of MetaFrame XP product licenses, the license count is unlimited, which means that the license authorizes the installation and use of the product on any number of servers. 162 MetaFrame XP Administrator’s Guide Pooling License Counts To simplify management of licenses, MetaFrame XP always combines the license counts for each product license into a common pool for the server farm. It does the same with the license counts for connection licenses. By default, all MetaFrame XP servers in the farm can take license counts from the license pools as needed for new connections and new servers. For example, as more users connect to a MetaFrame XP server, the server takes connection license counts from the license pool. If you restart a farm server that was offline, the server takes a product license count from the license pool when it begins operating in the farm. Important The product license count that a server takes from the license pool depends on the product code assigned to a server. A server does not take product license counts from licenses other than the license specified by its product code. For example, if a server’s product code specifies MetaFrame XPe, the server does not take a MetaFrame XPs or MetaFrame XPa license count from the license pool. Assigning License Counts The only license counts that are not available to all servers are license counts that you explicitly assign to specific servers. If you assign license counts to a server, you remove the specified count from the pool and dedicate the count to one server only. You can do this with most licenses, but you cannot assign some types of licenses, including unactivated, demonstration, and evaluation licenses. You can assign licenses to servers based on the type of applications published in the farm and the number of servers that host mission-critical applications. For example, if you assign connection license counts to certain servers and you set up certain ICA Clients to connect to those servers, you can be sure of the number of users who can connect to that group of servers. While the license pool for the server farm might run out of connection license counts at some times, the servers to which you assigned license counts will always have the number that you specified. You use the New Assignment wizard in Citrix Management Console to assign product and connection license counts. Select a license set on the Connection or Product tab, and choose License > New Assignment from the Actions menu to begin the process. The wizard guides you to select a specific server in the farm and then to specify the license count to assign to that server. Repeat the process if you want to assign more license counts to other servers in the farm. Chapter 7 Licensing MetaFrame XP 163 Changing License Assignments To change a server’s license count assignment, you select the server in Citrix Management Console and select the license set on the Licenses tab. Use the Change Assignment command to adjust the license count. If you reduce the license count that is assigned to a server, you return the count to the license pool for use by all servers in the farm. You can remove the assigned license counts from a server by selecting the license set and choosing the Drop Assignment command. Removing Licenses Normally, you do not remove licenses from a server farm. However, you might want to remove a license if it has expired, or if you want to replace an evaluation license with a full product license. To remove a license, select it on the License Numbers tab in Citrix Management Console and choose License > Remove from the Actions menu. Client Device Licensing Client device licensing is a feature that allows users to start multiple sessions on the same or different servers while using only a single Citrix license count. The user must make all connections from a single client device. When a user starts a second session on the same Citrix server, the new session does not consume a second connection license count. If the user starts a second session on a different server, the new session does not consume a second connection license count if the first session used a pooled license count. Also, ICA Clients (Win16 or Win32) that shipped with MetaFrame 1.0 or earlier require that all sessions use the same network protocol (TCP/IP, IPX, or NetBIOS). Licensing Requirements for Feature Release 1 Feature Release 1 includes new features that require licensing. To enable Feature Release 1, you must add a Feature Release 1 product license and Feature Release 1 connection license to the server farm. Feature Release 1 product license. Most product licenses have an unlimited license count, which means the license can be used by all the MetaFrame XP servers in a server farm. You must install a Feature Release 1 product license in the server farm to make the features of the feature release available. Each MetaFrame XP server that has its feature release level set to Feature Release 1 requests a Feature Release 1 product license count from the server farm’s license pool. 164 MetaFrame XP Administrator’s Guide Feature Release 1 connection license. A connection license has an associated license count. Each ICA session from an ICA Client requires one connection license count. If the feature release level of a MetaFrame XP server is set to Feature Release 1, the server requests a Feature Release 1 connection license count for each ICA session that it hosts. Important Configuring a MetaFrame XP server to use Feature Release 1 without installing the required licenses makes the server unable to accept connections from users. If a server’s feature release level is set to Feature Release 1, but Feature Release 1 product and connection licenses are not installed, users cannot connect to the server and run ICA sessions. You can disable the feature release on a server by setting the feature release level to “Not Installed.” For more information, see “Setting the Feature Release Level” on page 114. Citrix licensing terms can differ for enterprise customers, retail customers, evaluation software, and not-for-resale products packages. For information on the specific terms and conditions of your license, refer to the End-User License Agreement that is included with the software or license package. ` To add Feature Release 1 licenses to a server farm 1. Start Citrix Management Console (choose Start > Programs > Citrix > Citrix Management Console. 2. Log in to the server farm using a Citrix administrator account that has readwrite privileges. 3. Choose Actions > New > License or click Add License on the toolbar. The Add License dialog box appears. 4. In the Add License dialog box, type a Citrix license serial number exactly as it appears. Include all hyphens (dashes) between the groups of characters. The serial number can include numerals, letters, and symbols such as plus signs, question marks, and stars. Click OK after you type the license serial number. 5. A message confirms successful installation and prompts you to activate the license. Click Yes to activate the license at this time or No to activate the license later. 6. Repeat Steps 3 through 5 for each license you want to add to the server farm. After you add licenses to the server farm, be sure to activate the licenses as described next. Chapter 7 Licensing MetaFrame XP 165 Activating Feature Release 1 Licenses After you install Citrix licenses, you must activate each license to complete the licensing process. If a license is installed but is not activated, the MetaFrame XP server displays messages to remind you to activate the license. If you do not activate a license, the license expires after a set period. If a license expires, the license is no longer valid. Lack of a valid license can prevent users from connecting to MetaFrame XP servers. You cannot assign non-activated licenses to servers. Viewing Feature Release License Information When you install a feature release, Citrix Management Console displays information about the servers that are configured to use the feature release. The console also displays information about feature release licenses and license counts in use in the server farm. When you select the Licenses node in the console, the tabs in the right pane display the following information related to licensing: Viewing License Numbers The License Numbers tab displays each license number that is added to the server farm. A license number consists of a license serial number followed by an eightcharacter code. A license number can be associated with a product or connection license for the base product (MetaFrame XP) or a feature release. Viewing Feature Release Product Licenses The Product tab displays information about Citrix product licenses, including Feature Release product licenses, that are in the server farm’s license pool. You can use this tab to check the number of servers that are using a feature release product license. Add the values in the Pooled in Use and Assigned in Use columns to calculate the total number of servers that are using a feature release product license. 166 MetaFrame XP Administrator’s Guide If the number of servers that use a feature release license is less than you expect, check the feature release level that is specified on each server. A server does not attempt to acquire a feature release product license if its feature release level setting is “Not installed.” For more information, see “Setting the Feature Release Level” on page 114. Server configuration. The lower pane of the Summary tab displays each feature release that servers in the server farm are configured to use. For example, if the feature release level of any servers is Feature Release 1, the pane displays “MetaFrame XP Feature Release 1” in the first column. The appearance of a feature release on the Summary tab is not based on whether feature release licenses are installed in the server farm. If you install Feature Release 1 software, for example, or you set the feature release level manually on any server in the farm, the feature release name appears on the Summary tab, even if no feature release licenses are installed. The lower pane of the Summary tab also displays the following information: • The value in the Server Count column is the number of servers whose feature release level is set to the feature release listed in the first column. The data is not based on the licenses installed or in use in the server farm. • The value in the Connection Count column is the total license count that is installed in the server farm for the listed feature release. If you install feature release connection licenses with license counts of 25 and 50, for example, this column displays 75. Chapter 7 Licensing MetaFrame XP 167 Note The Connection tab displays base MetaFrame XP connection licenses; it does not display installed Feature Release 1 licenses. However, if Feature Release 1 connection licenses are installed, the total connection license count appears in the Connection Count column in the lower pane of the Summary tab, as described above. CHAPTER 8 Configuring ICA Connections MetaFrame XP lets your users run server-based applications by enabling connections from varied computer platforms through ICA Client software. Managing the connections to your server farm involves management of network access and ICA connections to the farm. You manage user access through standard Windows permissions and account configuration tools. MetaFrame XP provides the tools you use to configure ICA connections. This chapter includes the following topics: • Overview of ICA Connections and Sessions, page 169 • Setting Up ICA Connections, page 170 • Configuring Session Settings for ICA Clients, page 174 • Configuring ICA Connection Options, page 175 • Using Shadowing to Monitor ICA Sessions, page 183 • Configuring ICA Audio Settings, page 185 • Configuring Client Device Mapping, page 186 Overview of ICA Connections and Sessions Users are able to access applications on a MetaFrame XP server through ICA connections and ICA sessions. ICA connections are logical input/output ports that are set up on a MetaFrame XP server. When an ICA Client links to a MetaFrame XP server through an ICA connection, it establishes an ICA session. The ICA session is an active link that runs on the MetaFrame XP server until the user logs off and ends the session. 170 MetaFrame XP Administrator’s Guide This section explains how ICA connections and ICA sessions work together. It includes information on using Citrix Connection Configuration to configure ICA connections. Later sections in this chapter tell you how to set properties for ICA sessions. Note In addition to ICA connections, Citrix Connection Configuration supports connections using Microsoft’s RDP protocol for terminal services. ICA Client settings and other options, such as asynchronous connection options, are not available for RDP connections. Setting Up ICA Connections At least one ICA connection is required on a MetaFrame XP server for ICA Clients to use for establishing ICA sessions. Once an ICA connection is set up, it exists even if no ICA Clients are linked to the server with active ICA sessions. In contrast, an ICA session exists on a MetaFrame XP server only while an ICA Client is linked to the server and using resources. When an ICA Client user logs off the MetaFrame XP server, the ICA session ends. Multiple ICA Clients can establish ICA sessions through the same ICA connection on a MetaFrame XP server. MetaFrame XP associates a user ID and ICA connection with each ICA session. You can set up one ICA connection on a MetaFrame XP server for each network transport protocol and adapter that ICA Clients will use to link to the server. MetaFrame XP supports the following ICA connection configurations: Network transport. TCP/IP, IPX, SPX, NetBIOS, asynchronous (modem or direct cable connection). Network adapter. Network interface cards (NIC), serial ports, modems. If your network uses TCP/IP and your MetaFrame XP server contains a NIC, the ICA Clients can launch sessions using an ICA connection configured for TCP and the NIC. To give dial-up access to remote users, you can also set up an ICA connection configured for a modem connected to a serial communication port on the MetaFrame XP server. You do not need to set up all (or any) ICA connections yourself. During installation of MetaFrame XP, an ICA connection is automatically set up for each network transport that is configured on the server and for each configured modem on the server (unless you deselect one or more of these options during setup). Chapter 8 Configuring ICA Connections 171 Using Citrix Connection Configuration Citrix Connection Configuration is an enhanced version of the Windows utilities Terminal Server Connection Configuration (Windows NT 4.0, Terminal Server Edition) and Terminal Server Configuration (Windows 2000 Servers). The Citrix Connection Configuration utility adds support for more connections and advanced configurations. Use Citrix Connection Configuration to: • Add network, asynchronous, and other types of connections • Configure existing connections • Set parameters for mapping client devices • Set modem parameters • Test modem configuration You can use Citrix Connection Configuration to add ICA connections for transport protocols, network adapters, and asynchronous connections that were not created during MetaFrame XP installation. ` To start Citrix Connection Configuration From the Start menu, choose Programs > Citrix > MetaFrame XP > Citrix Connection Configuration. From the Citrix Connection Configuration window, you can view the existing ICA connections. You can use the Connections menu to add, edit, or delete ICA connections. For more information on procedures for adding and modifying connections, choose Contents from the Help menu in Citrix Connection Configuration. Adding ICA Connections If you install additional network protocols or modems, you can create ICA connections for ICA Clients to use to access the MetaFrame XP server. ` To add a network ICA connection Use the following procedure to add an ICA connection for a network adapter. You might need to do this if, for example, you install an additional protocol such as IPX. 1. Run Citrix Connection Configuration (see “To start Citrix Connection Configuration” on page 171). 2. From the Connection menu, choose New. The New Connection dialog box appears: 172 MetaFrame XP Administrator’s Guide 3. Type a name for the connection in the Name box. You can enter an optional description in the Comment box. 4. From the Type list, select Citrix ICA 3.0. 5. From the Transport list, select the transport protocol. 6. Click OK to add the ICA connection. If a connection with these settings exists, a message tells you that a connection can’t be created with the same settings. Adding Asynchronous ICA Connections You can set up asynchronous ICA connections for access to MetaFrame XP servers. Asynchronous ICA connections can be dial-up connections through modems and direct cable (null modem) connections between the serial ports of a client device and MetaFrame XP server. When you set up an asynchronous ICA connection in Citrix Connection Configuration, you avoid the overhead of Dial-Up Networking and TCP/IP on the server. MetaFrame XP supports modem configuration through the Windows Telephony Application Programming Interface (TAPI). For the best performance over asynchronous connections, Citrix recommends using high-speed serial port hardware and processor-controlled multi-port adapters. Using hardware devices that place less demand on CPU resources allows more processor power to be devoted to running user sessions. Chapter 8 Configuring ICA Connections 173 Important In a MetaFrame XP server, a modem or serial port cannot be configured as both a Dial-Up Networking port and an ICA asynchronous connection port. Also, you cannot configure an asynchronous direct cable connection using the Serial Cable between 2 PCs option in Windows Dial-Up Networking. Instead, you must configure the ICA asynchronous connection in Citrix Connection Configuration. ` To add an asynchronous ICA connection 1. Run the Citrix Connection Configuration utility (see “To start Citrix Connection Configuration” on page 171). 2. From the Connection menu, choose New. The New Connection dialog box appears. 3. Type a name for the new connection. 4. From the Type list, select Citrix ICA 3.0. 5. From the Transport list, select async. Options for asynchronous connections appear in the dialog box. 6. From the Device list, select the COM port for the connection. Standard COM ports appear in the list. If a TAPI modem is installed on a COM port, the modem type follows the COM port name in the list. If a modem is installed on a particular COM port, you cannot select that COM port for a direct cable (null modem). • To install a modem, click Install Modem. Then, follow the instructions in the Install New Modem wizard to install and configure the modem. • To configure an existing modem, click Modem Properties. 7. Click OK to add the connection. If a connection with these settings exists, a message tells you that a connection can’t be created with the same settings. 174 MetaFrame XP Administrator’s Guide Configuring Session Settings for ICA Clients Three types of settings control the behavior of an ICA session: Per-connection settings. You can use Citrix Connection Configuration to configure settings for each ICA connection. These settings are referred to as per-connection settings because they affect all ICA sessions that users establish through the ICA connection. You can click Advanced, ICA Settings, and Client Settings in the New Connection or Edit Connection dialog box to configure per-connection settings. For example, for a particular ICA connection, you can set a timeout value in the Advanced Connection Settings dialog box. This timeout setting will affect the sessions of all users who link to the server through that ICA connection. Procedures for configuring per-connection settings appear later in this chapter. Per-user settings. User and group settings that you configure in Windows will apply to any ICA connection. These settings, which are based on individual user accounts, include user names and group memberships, permissions, and dialin settings for Windows NT or Windows 2000. Chapter 8 Configuring ICA Connections 175 For more information on per-user settings, refer to your Windows documentation. See the online help for User Manager for Domains for Windows NT 4.0; for Windows 2000 Servers, see online help for Local Users and Groups, or Active Directory Users and Computers. Per-client settings. You can configure an ICA Client to enable additional security and compression. These settings apply to any ICA session established by that ICA client, independent of the person using the client device or the ICA connection used for the session. For information on configuring per-client settings, see the Citrix ICA Client Administrator’s Guide for each client that you deploy. Precedence of Settings A setting that you specify in Citrix Connection Configuration takes precedence over per-user and per-client settings. However, for some ICA connection settings, you can select an option to apply settings from user accounts or ICA Clients to the ICA connection. • You can specify that an ICA connection use some settings from user accounts by selecting Inherit User Config. • You can specify that an ICA connection use some settings from ICA Clients by selecting Inherit Client Config. If you select one of these check boxes, the associated ICA connection settings are dimmed and cannot be edited. The setting specified by the Windows user account or ICA Client takes precedence over the ICA connection setting. If you clear the check box for these options, the original ICA connection settings take effect. Configuring ICA Connection Options This section discusses ways to configure options for ICA connections associated with network interfaces, modems, and direct cable (null modem) connections. You can configure new ICA connections in the New Connection dialog box as described earlier in this chapter. To modify the configuration of an existing ICA connection, double-click the connection in the Citrix Connection Configuration window. For more information on configuration procedures, see the online help in Citrix Connection Configuration. 176 MetaFrame XP Administrator’s Guide Configuring Modem Callback You can configure a modem ICA connection for modem callback. You can use this feature so that the call charges are incurred at the server end of the connection, or to provide a small measure of security. To set modem callback options, use Citrix Connection Configuration. When modem callback is active and a user dials in to the ICA connection on the MetaFrame XP server, the server modem answers, then hangs up, and dials a specified telephone number (the callback number) to reach the ICA Client modem and complete the connection. Modem callback to a fixed number can provide a small level of security based on telephone numbers. Using this feature verifies that authorized users are dialing in by calling back to specified numbers to complete dial-in ICA connections. To configure modem callback for a new ICA connection, use the options in the New Connection dialog box when you create a modem ICA connection. To change the settings for an existing ICA modem connection, double-click the ICA connection in Citrix Connection Configuration. Then, use the Edit Connection dialog box to configure modem callback. Enabling Modem Callback You can enable or disable modem callback by using the first drop-down list and the adjacent check box in the Modem Callback area. • Select the Inherit User Config check box to enable modem callback only for users who have modem callback enabled in their Windows user accounts. When this option is selected, the drop-down list is not available. • From the drop-down list, choose To a fixed phone number or To a roving phone number to enable modem callback for all users. • Choose Disabled from the drop-down list to disable modem callback for all users. Chapter 8 Configuring ICA Connections 177 When you enable modem callback, you can specify one callback phone number for all users. You might do this if all users dial in from one phone number at a branch office, for example. Or, you can use callback numbers from each user’s Windows account. Another option is to let users enter callback numbers when they make connections. In Windows NT 4.0, you enter a callback phone number in the Dialin Information dialog box, which is available from the User Properties dialog box for each user account. In Windows 2000, you enter a phone number in the Dial-in tab of the Properties dialog box for each user account. Specifying a Callback Number To enable callback to a specified phone number, select To a fixed phone number in the first list. Type the telephone number in the Phone Number box. The connection will call back the phone number in the Phone Number box to establish the connection for all users—unless the Inherit User Config option next to the Phone Number box is selected. When Inherit User Config is selected, the Phone Number box is not available. You can select the Inherit User Config option to use the callback configuration from the user’s Windows account configuration. If the user’s account is set to a specified phone number, that number is used, or user accounts can allow callers to enter callback numbers each time they connect. For example, if users’ home phone numbers are specified in their user account configurations, you can choose To a fixed phone number and select the Inherit User Config option to ensure that users can dial in only from verified locations. Using a Roving Phone Number To enable callback and allow all users to enter the callback number, select To a roving phone number in the first drop-down list in the Modem Callback area. This setting prompts users to enter a callback number when they start an ICA session by modem. If a phone number is entered in the Phone Number box, this is the default number for callback. You might want to use callback to a roving number so that remote users who dial in from hotels and other locations do not have to be responsible for phone charges for lengthy connections. You can select the Inherit User Config box next to the Phone Number box. When this is selected, the Phone Number box is not available. The modem will use the callback configuration from the user’s Windows account. If the user’s account is set to call back a specified phone number, that number is used for callback. If Set by Caller is selected in the user’s account, the user can specify a callback number when making a connection. 178 MetaFrame XP Administrator’s Guide Configuring Direct Cable Connections You can use Citrix Connection Configuration to configure ICA connections for direct cable connections between serial (COM) ports on client devices and a MetaFrame XP server. You can configure new connections in the New Connection dialog box when you create an asynchronous ICA connection. To edit a connection, double-click the asynchronous ICA connection in Citrix Connection Configuration. Use the Edit Connection dialog box to configure the ICA connection. Options for asynchronous cable (null-modem) ICA connections appear in the Async Transport Configuration area in the New Connection and Edit Connection dialog boxes. With these options you can configure the following device and transmission properties for the ICA connection: Device. Specifies the serial port (COM port) to use for the connection. The available COM ports on the MetaFrame XP server appear in the drop-down list. Device Connect On. Specifies the signal type (CTS, DSR, RI, DCD, or First Character) for the server to use to determine when a connection is established and ready for user logon. You can select Always Connected to bypass connection detection. Baud. Sets the communication rate for the connection. You can select standard baud rates from the drop-down list. Set Defaults. Resets the Device Connect On and Baud settings, and the settings in the Advanced Async Configuration dialog box, to default values. Advanced. Opens the Advanced Async Configuration dialog box for configuring additional serial port settings. These settings are described in the next section. Chapter 8 Configuring ICA Connections 179 Using the Async Test Dialog Box You can test an asynchronous direct cable connection by using the Test button in the New Connection dialog box and the Edit Connection dialog box when you configure an async ICA connection. The Test button appears in the Async Transport Configuration area when the Transport setting is Async and the selected Device is a COM port that does not have a modem installed on it. The Test button opens the Async Test dialog box for testing communication through the specified serial port. In the dialog box, you can monitor control signals and transmit data to and receive data from a client device connected to the serial port. Received data appears here The dialog box displays the name of the serial port and baud rate. A row of indicator “lights” shows the status of the DTR, RTS, CTS, DSR, DCD, and R1 signals. You can type text in the scrolling area to send ASCII data to a device that is connected to the specified serial port. The text you type does not appear in the dialog box unless a connected device echoes text that it receives. If you transmit text from a terminal emulation program (such as HyperTerminal in Windows) that is running on a connected client device, the text appears in the Async Test dialog box if the connection is configured correctly. 180 MetaFrame XP Administrator’s Guide Configuring Advanced Async Options When you create or edit an async cable ICA connection, the Advanced button in the Async Transport Configuration area opens the Advanced Async Configuration dialog box. You can use this dialog box to configure flow control and other data transmission settings. Flow Control. Select Hardware or Software flow control, or select None to configure the async connection with no flow control. Hardware Flow Control. If you select Hardware in the Flow Control area, the options in the Hardware Flow Control area are available to specify signals used for flow control. Hardware flow control is the default configuration. From the first drop-down menu, select the hardware signal action that indicates the receive buffer is full. From the second menu, select the hardware signal action that indicates data transmission can proceed. The default settings are “Turn off RTS when receive buffer is full” and “Transmit data when CTS is on.” Software Flow Control. If you select Software in the Flow Control area, the options in the Software Flow Control area are available to specify the start and stop characters for data transmission. Select Decimal or Hex to define character values, and then type decimal or hex values in the text boxes to set the Xon and Xoff characters for software flow control. Chapter 8 Configuring ICA Connections 181 DTR State. The DTR State options are available with any flow control option unless Turn Off DTR is selected for Hardware Flow Control. Select On to specify that the Data Terminal Ready (DTR) signal is always on. Select Off to specify that the signal is always off. RTS State. These options are available with any flow control option unless Turn Off RTS is selected to hardware flow control. Select On to specify that the Request To Send (RTS) signal is always on. Select Off to specify that the signal is always off. Parity. Click an option to specify the parity type or click None to specify no parity setting. Stop. Select 1 or 2 to specify the number of stop bits per character. Byte. This setting for the configuration of transmitted data cannot be changed because ICA protocol requires 8 bits per byte. Configuring Advanced ICA Connection Options The Advanced Connection Settings dialog box provides additional control over security and performance on ICA connections. To use the dialog box, click the Advanced button when you create or edit an ICA connection. The Advanced Connection Settings options for Windows connections apply to Citrix ICA connections. For more information about advanced options, see the Citrix Connection Configuration online help. 182 MetaFrame XP Administrator’s Guide Restricting Connections to Published Applications For high-security environments, select the Only run published applications check box to restrict the connection to run only published applications defined by the administrator. This option is not available unless you select Inherit Client/User Config in the Initial Program area. Note You cannot specify a published application as the initial program. Feature Release 1 provides additional options for controlling connections from ICA Clients, limiting ICA sessions, and restricting application usage. For more information, see “Controlling Logons by ICA Clients” on page 239 and “Controlling User Connections” on page 240. Configuring ICA Encryption In the Security area, you can configure encryption for the ICA connection. Select an option from the Required Encryption menu. The default encryption level is Basic. You can select strong encryption that applies the RC5 encryption algorithm with 128-bit minimum session keys to logon only or to all data transmission. Chapter 8 Configuring ICA Connections 183 Using Shadowing to Monitor ICA Sessions Shadowing an ICA session means viewing the session from another device. During shadowing, you can monitor the session activity as if you were watching the screen of the ICA Client that initiated the session. You can see the active program running in the session, with the user’s keyboard input and mouse actions. This section discusses settings for ICA connections related to shadowing. For information on how to shadow sessions, see “Shadowing ICA Sessions” on page 255. While you are shadowing a session, if the MetaFrame XP server and ICA connection allow it, you can use your keyboard and mouse to remotely control the user’s keyboard and mouse in the shadowed session. The ability to shadow ICA sessions depends on shadowing being enabled, as described next. Enabling Shadowing on a Server If you want to shadow ICA sessions, shadowing must be enabled on the MetaFrame XP server first and then for the ICA connections on the server. You can enable shadowing on the MetaFrame XP server during installation of MetaFrame XP. To do this, you must select the default option, which allows shadowing on all ICA connections on the MetaFrame XP server. After you install MetaFrame XP, you can use Citrix Connection Configuration to limit or prohibit shadowing for specific ICA connections on the MetaFrame XP server. If you select the option that allows shadowing, and also select options to restrict some aspects of shadowing, you cannot remove the restrictions using Citrix Connection Configuration. However, you can add shadowing restrictions for specific ICA connections on the server using Citrix Connection Configuration. Prohibiting Shadowing on a Server During installation of MetaFrame XP, if you select the option that prohibits shadowing, shadowing is not enabled for any ICA connections on the MetaFrame XP server. Any limits you set for shadowing during MetaFrame XP installation cannot be removed later in Citrix Connection Configuration. Configuring ICA Connections for Shadowing When you configure an ICA connection, you can use the Advanced Connection Settings dialog box to configure shadowing for the ICA connection. 184 MetaFrame XP Administrator’s Guide If you want individual user configurations to take precedence over the ICA connection settings for shadowing, select Inherit User Config next to the Shadowing menu in the Advanced Connection Settings dialog box. This makes the Shadowing menu not available. For more information on user configuration, see “Precedence of Settings” on page 175. When the Inherit User Config option is not selected, you can use the Shadowing menu to configure shadowing for an ICA connection. The shadowing settings affect all ICA sessions that use the ICA connection. The settings in the Shadowing menu are in the form of statements that include terms (described in the following table) for shadowing status and features. Term Meaning Enabled Shadowing is possible for sessions on the ICA connection. Disabled Sessions on the ICA connection cannot be shadowed. Input Refers to using the keyboard and mouse for remote control of the shadowed session. “On” means that the input from the mouse and keyboard are accepted for remote control from the device shadowing the session. “Off” means that this input is not accepted. Notify Refers to a notification message that MetaFrame XP sends to an ICA Client user. The message asks the user to allow someone to shadow the session. Users can accept or deny shadowing requests. “On” means the server notifies users of all attempts to shadow sessions. “Off” means the server does not notify users, so they cannot deny permission or prevent shadowing. For example, one option in the Shadowing menu states: “is enabled, input off, notify on.” This setting does the following: allows shadowing; prohibits remote control with the keyboard and mouse during shadowing; and requires the notification (and permission) of ICA Client users before anyone can shadow their sessions. Note If you disable input for remote control or user notification when you install MetaFrame XP, options for these features are not available in the Shadowing menu in Citrix Connection Configuration. However, the options still appear in Microsoft’s user properties dialog box, but choosing them does not override the settings you select during MetaFrame XP installation. In general, you can use individual client properties to disable shadowing features on a per-user basis, but not to enable shadowing features that you disable on a MetaFrame XP server. Chapter 8 Configuring ICA Connections 185 Configuring ICA Audio Settings When you create or edit an ICA connection, you can use the ICA Settings button to configure audio for ICA Clients that connect to the MetaFrame XP server through that ICA connection. When you click the ICA Settings button, the ICA Settings dialog box appears. From the drop-down list in the Client Audio Quality area, you can specify the audio quality to use for the connection. High, Medium, and Low audio quality settings are available. High. This setting is recommended for connections only where bandwidth is plentiful and sound quality is important. This setting allows clients to play a sound file at its native data rate. Sounds at the highest quality level require about 1.3Mbps of bandwidth to play clearly. Transmitting this amount of data can result in increased CPU utilization and network congestion. Medium. This setting is recommended for most LAN-based connections. This setting causes any sounds sent to the client to be compressed to a maximum of 64Kbps. This compression results in a moderate decrease in the quality of the sound played on the client computer. The host CPU utilization can decrease compared with the non-compressed version due to the reduction in the amount of data to be sent across the wire. Low. This setting is recommended for low-bandwidth connections, including most modem connections. This setting causes any sounds sent to the client to be compressed to a maximum of 16Kbps. This compression results in a significant decrease in the quality of the sound. The CPU requirements and benefits of this setting are similar to those of the Moderate setting; however, the lower data rate allows reasonable performance for a low-bandwidth connection. Sample. You can click the Sample button to play a brief audio sample at the selected quality setting. 186 MetaFrame XP Administrator’s Guide Audio mapping for ICA Clients can cause excessive load on the MetaFrame XP server and network. High quality increases bandwidth requirements by sending more audio data to ICA clients. High quality audio also increases server CPU utilization. ICA Client users can also select an audio quality setting. If settings on the client and server are not the same, the lower quality setting is used for the session. In the Client Settings dialog box, you can disable audio for an ICA connection. Note Audio mapping requires that sound hardware and drivers be installed and configured correctly on the MetaFrame XP server. The Sample button in the ICA Settings dialog box is not available if audio hardware is not detected by Citrix Connection Configuration. Configuring Client Device Mapping Citrix ICA Clients support mapping devices on client computers so they are available to the user from within a remote control ICA session. You do not need a network or RAS connection to use ICA Client device mapping. Client device mapping provides: • Access to local drives, printers, and serial ports • Cut-and-paste data transfer between an ICA session and the local Windows clipboard • Audio (system sounds and Wav files) playback from the ICA session During logon, the ICA Client informs the server of the available client drives, COM ports, and LPT ports. By default, client drives are mapped to server drive letters and server print queues are created for ICA Client printers so they appear to be directly connected to the MetaFrame XP server. These mappings are available only for the current user during the current session. They are deleted when the user logs off and recreated the next time the user logs on. The MetaFrame XP server lists all client disk and printer devices under the Client Network icon in Network Neighborhood. During a session, users can use ICA Printer Configuration to map client devices not automatically mapped at logon. For more information on using the ICA Printer Configuration utility, see the Citrix ICA Client Administrator’s Guides for the clients you plan to deploy. Chapter 8 Configuring ICA Connections 187 Options for Client Device Mapping Client device mapping options are specified in the Client Settings dialog box in Citrix Connection Configuration. The Connection options control whether drives and printers are mapped to client drives and printers. If these options are cleared, the devices are still available but must be mapped to drive letters and port names manually. Connect client drives at logon. If this option is checked, the client computer’s drives are automatically mapped at logon. Connect client printers at logon. If this option is selected, MetaFrame XP maps printers that are configured on client computers with ICA Clients for Windows. With ICA Clients for DOS, users can manually map printers. Default to main client printer. If this option is checked, the user’s default client printer is configured as the default printer for the ICA session. Inherit user config. If this option is selected, the per-user settings in User Manager are used. To automatically connect to only the printer configured as the default printer when the user logs on, select the By default, connect only the client’s main printer check box. Default printers can be set on the ICA Client device. Users can override the default printer mapping with ICA Client Printer Configuration. For more information on ICA Client Printer Configuration, see the Citrix ICA Client Administrator’s Guides for the clients you plan to deploy. Click Client Mapping Overrides to disable client device connections. Client Drive Mapping Client drive mapping is built into the standard Citrix device redirection facilities. The client drives appear as a network type (Client Network) in Network Neighborhood. The client’s disk drives are displayed as shared folders with mapped drive letters. These drives can be used by Windows Explorer and other applications like any other network drive. 188 MetaFrame XP Administrator’s Guide How MetaFrame XP Assigns Drive Letters to Mapped Client Drives By default, the drives on the client system are automatically mapped to drive letters on the MetaFrame XP server during logon. The server tries to match the client drives to the client drive letters; for example, the client’s first floppy disk drive to A, the second floppy disk drive to B, the first hard drive partition to C, and so forth. This allows the user access to client drive letters in the same way from local or remote sessions. These drive letters are often used by the drives on the MetaFrame XP server. In this case, client drives are mapped to other drive letters. The MetaFrame XP server starts at V and searches in ascending order for free drive letters. Reassigning Server Drives For an ICA session, a MetaFrame XP server tries to map disk drives on a client device to the typical drive letters for the client. If the drive letters are available, the server maps the client’s first floppy disk drive to A, the second floppy drive to B, the first hard disk drive to C, and so on. However, a server can’t map client device drives to letters that are assigned to the server’s own disk drives. During MetaFrame XP installation, the Setup program provides an option for you to change the drive letters of the MetaFrame XP server. By changing the server to use drive letters that are higher, such as M, N, O, the original lower drive letters become available for assignment to the drives on client devices. This can make the use of drives on client devices less confusing for users, because they see their drives identified by typical drive letters. If you want to change server drive letters, you must do this during MetaFrame XP installation. Changing server drive letters after MetaFrame XP installation can cause unstable performance by the server, components of the operating system, and installed applications. CAUTION With utilities provided in Windows NT 4.0 and Windows 2000, it is possible to change server drive letters after MetaFrame XP installation. Citrix advises against changing server drive letters after MetaFrame XP installation. Doing so can destroy data stored on disk drives and can leave MetaFrame XP and the operating system unable to operate. Controlling Drive Mapping When Using NetWare Logon Scripts Client drive mapping and NetWare logon script execution occur in parallel. If the logon script maps NetWare network drives, it is possible that a user could find drive V mapped to his client drive C during one session but mapped to a NetWare drive during another. Chapter 8 Configuring ICA Connections 189 You can avoid this problem by adding two registry values in HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Terminal Server\InitialNetwareDrive: REG_SZ: InitialClientDrive Defines the first drive letter to use for client drive mapping. The system searches backward through the alphabet to assign drive letters to client drives that could not be mapped to their “native” drive letters. REG_SZ: InitialNetWareDrive Defines the drive letter to use for the NetWare SYS:LOGIN directory that is mapped to the preferred server during the initial NetWare attachment. This setting is the equivalent of the DOS VLM Net.cfg setting “First Network Drive.” If this value is not set, the first available drive letter starting with C and working up to Z is used for this mapping. CAUTION Using Registry Editor incorrectly can cause serious problems that can require you to reinstall the operating system. Citrix cannot guarantee that problems resulting from incorrect use of Registry Editor can be solved. Use Registry Editor at your own risk. Make sure you back up the registry before you edit it. If you are running Windows NT, make sure you also update your Emergency Repair Disk. Client Printer Mapping Client printer mapping allows a remote application running on a MetaFrame XP server to access client printers (printers that are attached locally to client devices). The client mappings appear as another network type, Client Network, to the Windows Print Manager. MetaFrame XP maps client printers when a user logs on and deletes client printers when the user logs off, if the printers do not contain unfinished print jobs. If the print queue contains print jobs, MetaFrame XP retains the printer and the print jobs. For more information about client printers and printer management in MetaFrame XP server farms, see “Managing Printers for ICA Clients” on page 261. For information about specific ICA Clients, refer to the Citrix ICA Client Administrator’s Guide for each ICA Client you use. 190 MetaFrame XP Administrator’s Guide Client Serial Port Mapping Client COM port mapping allows a remote application running on the Citrix server to access devices attached to COM ports on the client computer. Client COM ports are not automatically mapped to server ports at logon, but can be mapped manually using the net use or change client commands. See Appendix A, “MetaFrame XP Command Reference,” for more information on the change client command. For more information on client COM port mapping, see the Citrix ICA Client Administrator’s Guides for the clients you plan to deploy. Client Audio Mapping Client audio mapping allows applications running on the Citrix server to play sounds through a sound device on the client computer. DOS and Win16 ICA Clients require Sound Blaster 16-compatible sound cards. ICA Win32 Clients require any Windows-compatible sound card; the ICA Win32 Client uses standard Windows API calls for audio. The MetaFrame XP server can control the amount of bandwidth used by client audio mapping. Audio mapping is configured per-client and per-connection in the ICA Settings dialog box. For more information on using client audio mapping, see the Citrix ICA Client Administrator’s Guides for the clients you plan to deploy. CHAPTER 9 Deploying ICA Clients to Users This chapter addresses issues to help you plan and implement your deployment of the ICA Clients. This chapter includes the following topics: • Choosing a Deployment Method, page 191 • Using the ICA Client CD, page 195 • Deploying the ICA Clients, page 196 • Updating the ICA Clients, page 202 • Configuring the Client Update Database, page 204 • ICA Client Deployment Practices, page 216 Choosing a Deployment Method To access applications on MetaFrame XP servers, your users run ICA Client software on their client devices. You can deliver the appropriate ICA Client to your users and install the software with the following methods: • Using Microsoft Systems Management Server (SMS) or Active Directory Services in Windows 2000 (ICA Win32 Client only) • Using a Web browser • Downloading from a network share point • Using installation diskettes Tip If you are updating the ICA Clients, use the Client Update Database to deploy the latest versions of the ICA Client software. 192 MetaFrame XP Administrator’s Guide If you are a system administrator for a small company with users in one physical location, installing the ICA Client software from floppy disks or from a network file server presents few problems. You can eliminate user involvement in the installation process by installing the ICA Client software on each user’s machine using a set of floppy disks or the ICA Client CD. This method is useful if your users have limited computer experience. If your users have a moderate level of computer expertise, you can direct them to a network share point containing the ICA Client files. You can send users an e-mail message that contains both a link to the installation files and instructions for installing the software. Installation by users can eliminate the need for you to manually install ICA Client software. In a large enterprise or an application service provider (ASP) environment, with hundreds or thousands of users in multiple locations, manual installation methods are not efficient. In these situations, Web delivery of ICA Client software or deploying with Active Directory or Microsoft Systems Management Server are the best choices. The table below lists common computing environments and the appropriate deployment methods to use in each scenario. Organization Deployment method Requirements Enterprise, ASP supplying personalized content and published applications Citrix NFuse Users click links on their desktops or run a supported Web browser (see the NFuse Administrator’s Guide for a full list) Enterprise, ASP, small business Active Directory or Systems Management Server (SMS) Users download ICA Client software from a centralized location. See your Windows 2000 or SMS documentation for more information. Enterprise, ASP, small business Web-based installation Users run a Web browser to access an ICA Client download Web site and install software Enterprise, small business Network share point Users connect to a network share point and install software Small business (single site); organization with remote users who require ICA Client installation diskettes Diskettes Client devices have floppy disk drives Chapter 9 Deploying ICA Clients to Users 193 Delivering Applications to Users To choose the best method for deploying the ICA Clients, decide how your end users will access published applications. If you want to deliver applications to your users by a Web page, use MetaFrame XP in conjunction with Citrix NFuse, or the Application Launching and Embedding (ALE) feature in MetaFrame XP. When you deliver applications using a Web-based method, users click links on their desktops using the Program Neighborhood Agent or launch Web browsers to access applications published on MetaFrame XP servers. If you do not want to deliver applications to your users through a Web page, publish the applications for direct access. To directly access applications published on MetaFrame XP servers, users launch ICA Client software. Using the ICA Client for Win32, users can launch Program Neighborhood to access the applications they are authorized to use on the MetaFrame XP servers. Using the ICA Client for Win16, users launch Remote Application Manager to establish connections to servers and published applications. Developing Application Portals with Citrix NFuse If you have implemented or plan to implement a corporate Web-based portal, use Citrix NFuse with MetaFrame XP to integrate personalized application sets and information into your company’s Web site. With NFuse, users can access published applications through program icons on their desktops or in their Start menus (with the Program Neighborhood Agent) or through Web browsers. An NFuse system consists of three components: a Citrix server farm, a Web server, and client devices. When a user logs on to an NFuse-enabled Web site, the Webbased ICA Client Installation feature checks the user’s computer for the presence of ICA Client software. If the ICA Client software is not detected, the Web-based ICA Client Installation feature presents the appropriate ICA Client software for download and setup. Important You can install NFuse as part of MetaFrame XP setup. Install NFuse on the MetaFrame XP server only if IIS 4.0 or IIS 5.0 is also present on the server. If you choose to install NFuse, an NFuse Web site is installed on your MetaFrame XP server in a Citrix directory under the Web document root; for example, c:\inetput\wwwroot\citrix\NFuse16. This Web site contains logic that at runtime references the server’s document root directory for the presence of ICA Clients. To use the ICA Client installation feature of NFuse, copy the ICA Clients from the Icaweb directory on the ICA Client CD to a directory named Icaweb in the Citrix directory in the Web document directory; for example, c:\inetpub\wwwroot\citrix\icaweb. 194 MetaFrame XP Administrator’s Guide You must copy the entire Icaweb directory to this directory to enable Web-based ICA Client installation from the NFuse Web site. If you plan to implement a Citrix NFuse system, see the NFuse Administrator’s Guide for more information. If you do not implement a Citrix NFuse system but want to deploy ICA Client software using the Web, see “Web-Based Installation” on page 197. Application Launching and Embedding If you are not planning to implement a Citrix NFuse system, but want to deliver published applications to your users on a Web page, you can use Application Launching and Embedding. ALE allows users to run applications published on MetaFrame XP servers by clicking hyperlinks on a Web page. For more information about Application Launching and Embedding, see the online help for the Citrix Management Console utility. For more information about using the Citrix ICA Win32 Client with Application Launching and Embedding, see the Administrator’s Guide for the ICA Win32 Client. Determining the Scope of ICA Client Deployment Take the following factors into consideration before you decide which deployment method to adopt: The ICA Clients you need to deploy. To determine which ICA Clients you need to deploy, determine which client devices and operating systems you need to support. A smaller organization with many similar client devices might need to deploy the ICA Client on only one or two platforms. In this scenario, using installation diskettes or copying the necessary files to a central network share point for download are the most efficient deployment methods. Heterogeneous computing environments and geographic separation of large enterprises and ASPs can make it impossible to predetermine which client devices need to be supported. In these scenarios, Web-based installation is the most efficient deployment method. Centralized control and configuration requirements. Determine what limits you need to impose on users’ access to published applications. You can configure various settings before you initially deploy the ICA Clients. For information on preconfiguring ICA Clients, see the Administrator’s Guide for the required ICA Client, or the Support area of the Citrix Web site at http://www.citrix.com. Chapter 9 Deploying ICA Clients to Users 195 Ease-of-use requirements for your end-users. Providing a simple installation process that requires little interaction from end-users might be a key factor. Enterprises and ASPs with hundreds or thousands of users with varied computing expertise require the most foolproof deployment process. You can “push” the ICA Client software to your users by various methods, including through the use of logon scripts or windows scripts, or through the use of a commercial software distribution package. Using the ICA Client CD The ICA Client CD contains setup and installation files for all ICA Clients. You can use the ICA Client CD to directly install ICA Client software on client devices that have CD-ROM drives, or copy the CD image to a network share point on a file server. For more information on installing ICA Client software, see the Administrator’s Guide for the required ICA Client. You can copy the necessary files from the ICA Client CD to your server using the ICA Client Distribution wizard. You can then access the ICA Client files from your server. The ICA Client Distribution wizard appears during MetaFrame XP setup. If you skipped this step during MetaFrame XP setup, you can run the wizard by choosing Start > Programs > Citrix > MetaFrame XP > ICA Client Distribution Wizard. Use the ICA Client Distribution wizard to: • Create or update ICA Client images on your server • Create or update the ICA Client Update Database • Install or upgrade the pass-through ICA Win32 Client on the server • Install the Administrator’s Guides for all ICA Clients For detailed instructions on running the ICA Client Distribution wizard, see “Installing ICA Client Software” on page 92. Pass-Through ICA Client The ICA Client Distribution wizard installs the pass-through ICA Win32 Client on the server. You can give users who run other ICA Clients access to the features of Program Neighborhood by publishing the server desktop or publishing Program Neighborhood as an application. 196 MetaFrame XP Administrator’s Guide Users running other ICA Clients can define a single connection to the Program Neighborhood published application. When users connect to the Program Neighborhood published application, they can launch all other applications published on the MetaFrame XP servers in your farm from a single interface. ICA Client Object The ICA Client Object specification makes available a set of application programming interfaces (APIs) to the ICA Win32 Client. Any application that supports object embedding can interface with and pass instructions to this ICA Client. The APIs give Citrix server administrators, Web developers, and advanced users of the ICA Client software the ability to programmatically control the appearance and behavior of the ICA Win32 Client. With these APIs you can: • Use the ICA Client Object with commercial desktop applications that support object embedding, including standard Web browsers such as Internet Explorer and Netscape Navigator, as well as the Microsoft Office suite of business applications. • Integrate ICA functionality into third-party applications. • Use the ICA Client Object APIs within custom scripts (Visual Basic and HTML) to programmatically integrate and manipulate the appearance and behavior of the ICA Client. For more information about the ICA Client Object, see the Citrix ICA Client Object Programmer’s Guide, located on the ICA Client CD. Deploying the ICA Clients The following section explains how to deploy the ICA Clients using Web-based installation, from a network share point, and with installation diskettes. You can integrate components of the methods that follow with your existing electronic software distribution system, or create scripts that permit an unattended install of the ICA Client software on your users’ devices. Using Installer Packages for Client Deployment The ICA Client for Win32— full Program Neighborhood and Program Neighborhood Agent versions—are both available in Microsoft Windows installer packages (.Msi files), so you can use Windows Installer technology to deploy and install them. You can distribute the ICA Win32 Client installer package files to users by using Microsoft Systems Management Server (SMS) or Active Directory Services in Windows 2000. Chapter 9 Deploying ICA Clients to Users 197 See your Windows 2000 or Systems Management Server documentation for more information. The ICA Win32 installer package files are located in the following directories (substitute language with the language of the ICA Client software) on the ICA Client CD included in the MetaFrame XP Feature Release 1 media pack: Icaweb\language\ica32 where language is one of: • En (English) • Fr (French) • De (German) • Ja (Japanese) • Es (Spanish) The installer package for the Program Neighborhood Agent is also located in the directory Icainst\language\ica32\pnagent. Note The Windows Installer service is present by default on computers running Windows 2000. If the computer is running Windows NT 4.0 or Windows 9x, you must install Windows Installer Version 1.1 or higher. Web-Based Installation More companies are turning to Web-driven technology to deliver information and applications to their employees. For large enterprises and ASPs, Web-based delivery can greatly automate repetitive tasks and centralize control of configuration options. Large organizations naturally want to minimize user involvement with software installation. For companies that are not using Citrix NFuse, Citrix offers an installation method that uses a Web browser on the client device as the interface for downloading the ICA Client. Users access a setup page containing a link to the appropriate ICA Client setup program. This section describes how to set up an ICA Client download Web site on a Windows-based Web server. Tip If you are planning to implement a Citrix NFuse system, see the NFuse Administrator’s Guide for information and instructions on deploying the ICA Clients with NFuse. 198 MetaFrame XP Administrator’s Guide Creating the ICA Client Download Web Site You need the following components to set up an ICA Client download Web site: Installation Web pages. These Web pages include hyperlinks to initiate the download of the ICA Client setup files. The pages are distributed on the NFuse CD in the WebInst directory. ICA Clients. The ICA Clients packaged for Web-based installation are distributed on the ICA Client CD in the Icaweb directory. If you ran the ICA Client Distribution wizard, these files are on your Citrix server. Important You can also download the components and documentation for Webbased installation from the download area of the Citrix Web site at http:// www.citrix.com/download. Please be aware that the procedure to install the components downloaded from the Citrix Web site is different from the procedure to install the components located on the NFuse CD and ICA Client CD. Follow the instructions in this manual only if you are using the NFuse CD and ICA Client CD. If you are downloading the components from the Citrix Web site, follow the instructions posted with the packages in the Download area. You can build an ICA Client download Web site with support for multiple languages. You must first set up a single-language ICA Client download Web site, as described next. After you set up a single-language download Web site, see “Adding Support for Additional Languages” on page 199 to add support for one or more additional languages. ` To set up a single-language ICA Client download Web site 1. Create a directory on your Web server for the ICA Client Web-based installation files. The directory \ica60 is used throughout these instructions to represent the target directory on your Web server. 2. Copy the contents of the WebInst directory on the NFuse CD to the target directory on your Web server. For example, type the following command at a command prompt (substitute d:\ with the letter of your CD-ROM drive): Chapter 9 Deploying ICA Clients to Users 199 xcopy d:\webinst \ica60 /s This creates the following directory structure in the \ica60 folder: \de \en \es \fr \images \ja If you inserted the English-language NFuse CD to set up an English-language download Web site, the \en subdirectory includes download and setup instructions in English for all supported ICA Clients. 3. Insert the ICA Client CD into your Web server’s CD-ROM drive or locate the Icaweb directory on your Citrix server. 4. Copy the contents of the appropriate language directory in the Icaweb directory to the target directory on your Web server. For example, if you are setting up a download Web site in English, type the following command at a command prompt: xcopy d:\icaweb\en \ica60\en /s 5. Publish a link to Setup.htm. The instructions on the Setup.htm page recommend a platform to the user, who can choose an alternate client platform and language. When the user selects an ICA Client platform, a page with installation instructions appears. The user clicks the Download button on this page to initiate the download process. Important Version 4.08 of the Netscape Navigator Web browser used on 16-bit Windows platforms adds the extension “.html” to file names when users download and save files. When users save the ICA Win16 Client self-extracting file, Navigator changes the name from Ica16.exe to Ica16.html. Users can change the name back to Ica16.exe in the Save As dialog box or after the file is saved on disk. Adding Support for Additional Languages Each language edition of NFuse includes the necessary Web-based installation HTML pages and the ICA Clients for the target language. ICA Client software currently is available in five languages. 200 MetaFrame XP Administrator’s Guide The following table lists the supported languages and the corresponding abbreviations that identify the subdirectories on the NFuse CD and the ICA Clients CD. Language Directory abbreviation English en French fr German de Japanese ja Spanish es Important If you have the NFuse CD and the ICA Client CD in an additional language, follow the instructions in this manual. However, you can also download the necessary components in additional languages from the Download area of the Citrix Web site at http://www.citrix.com/download. Please be aware that the procedure to install the components downloaded from the Citrix Web site is different from the procedure to install the components located on the NFuse CD and ICA Client CD. Follow the instructions posted on the Citrix Web site if you are downloading the components. ` To add support for additional languages to the ICA Client download Web site After you set up a single language ICA Client download Web site as described previously, use this procedure to support additional languages. 1. Copy the HTML component in the desired language to the appropriate language subdirectory of the \ica60 directory on the Web server. With the German-language NFuse CD, for example, use the following command at a command prompt to copy the files from the CD to the Web server (substitute d:\ with the letter of your CD-ROM drive): xcopy d:\webinst\de \ica60\de /s Note This action overwrites the Setup.htm file that was placed in the \ica60\de subdirectory when you set up your single-language ICA Client download Web site. The new Setup.htm file in the \ica60\de subdirectory provides download and setup instructions in German for all supported ICA Clients. Chapter 9 Deploying ICA Clients to Users 201 2. Copy the corresponding language version of the ICA Client software to the appropriate subdirectory of the \ica60 directory. If you are working with the German-language ICA Client CD, for example, insert the CD into your Web server’s CD-ROM drive. Type the following command at a command prompt to copy the contents of the appropriate language subdirectory of the \icaweb directory to the target directory on your Web server (substitute d:\ with the letter of your CD-ROM drive): xcopy d:\icaweb\de \ica60\de /s 3. Repeat the previous steps for each language you want to add to your ICA Client download Web site. Deploying ICA Clients Over a Network ` To deploy ICA Client software from a network share point 1. If you have not done so already, run the ICA Client Distribution wizard to copy the ICA Client files from the ICA Client CD to your MetaFrame XP server. 2. Copy the ICA Client files to a network share point. For example, if you are deploying the ICA Win32 Client, copy all files from \ICA32. The ICA Client Distribution wizard copies this folder to the location %SystemRoot%\System32\Clients\Ica on the server. 3. Supply your users with the path to the file Setup.exe. For example, the path to Setup.exe for the ICA Win32 Client is x:\ICA32\disks\disk1\setup.exe (x: represents the share point). 4. To install the ICA Client software, double-click the Setup.exe file to begin the installation process. For more information on installing the ICA Clients from a network share point, see the Administrator’s Guide for the required ICA Client. Deploying ICA Clients Using Diskettes Use the ICA Client Creator to create installation disks for the ICA Client for DOS, the ICA Client for Windows 95/98/Me/NT, and the ICA Client for Windows 3.x. The procedure is described below. For more information on installing the ICA Clients from installation diskettes, see the Administrator’s Guide for the required ICA Client. Installation files for other ICA Clients are contained in the following folder: %SystemRoot%\System32\Clients\Ica. You can copy the files for the required ICA Client to create installation diskettes. You can also distribute diskettes to remote users who require the ICA Client but do not have access to a common network share point. 202 MetaFrame XP Administrator’s Guide ` To use the ICA Client Creator to make installation diskettes 1. If you have not done so already, run the ICA Client Distribution wizard to copy the ICA Client files from the ICA Client CD to your Citrix server. 2. From the Start menu, choose Programs > Citrix > MetaFrame XP > ICA Client Creator. The Make Installation Disk Set dialog box appears. 3. Select the desired ICA Client. The dialog box displays the number of disks you will need. 4. Select Format Disks to format the disks when creating the installation media. 5. Click OK and follow the directions to copy the ICA Client files to diskettes. Updating the ICA Clients Use the Client Auto Update feature to update ICA Client installations with new versions of ICA Client software. As new versions of ICA Clients are released by Citrix, you add them to the Client Update Database. New versions of ICA Clients are released periodically and can be downloaded from the Citrix Web site at http://www.citrix.com/download. When users log on to a Citrix server, the server queries the ICA Client to determine the version number. If the version matches the one in the Client Update Database, the logon continues. If the server detects an older version on the client device, the user is informed that a newer version of the ICA Client is available for download. The user can update the client according to the options you set in the database. Note For users of NFuse Version 1.5: If you have populated the Client Update Database with the ICA Clients from the ICA Client CD included in the MetaFrame XP media, users may receive unnecessary update notifications. When a user visits an NFuse 1.5 Web site (either a site produced by the NFuse 1.5 Web Site wizard or an example Web site), the client detection code in the site may incorrectly notify the user that the client device does not have the latest ICA Client installed and prompt the user to update the ICA Client. Select the Do not show this window at login checkbox in the update message box to prevent the message from appearing again. The client detection process has been corrected in NFuse Version 1.51, which is included in the MetaFrame XP media. Client Auto Update works with all transport types supported by ICA (TCP/IP, IPX, NetBIOS, and asynchronous). Client Auto Update supports the following features: • Automatically detects older ICA Client files Chapter 9 Deploying ICA Clients to Users • Copies new files over any ICA connection without user intervention • Provides administrative control of update options for each ICA Client • Updates ICA Clients from a single database on a network share point • Safely restores older ICA Client versions when needed 203 Important Client Auto Update can update client files to newer versions of the same product and model. For example, it can update the ICA Win32 Client to a new version. It cannot upgrade the ICA Win16 Client to the ICA Win32 Client. The ICA Client Update Process ICA Clients are identified by platform with a product and model number. The version number is assigned when new ICA Clients are released. The process of updating ICA Clients with new versions uses the standard ICA protocol. • If an update is needed, by default, the Citrix server informs the user that a new client is available and asks to perform the update. You can specify that the update occurs without informing the user and without allowing the user to cancel the update. • By default, the user can choose to wait for the client files to finish downloading or to download the files in the background and continue working. Users connecting to the Citrix server with a modem get better performance waiting for the update process to complete. You can force the client update to complete before allowing the user to continue. • During the update, new ICA Client files are copied to the user’s computer. You can force the user to disconnect and complete the update before continuing the session. The user must log on to the Citrix server again to continue working. • When the user disconnects from the server and closes all client programs, the ICA Client update process finishes. • As a safeguard, the existing ICA Client files are saved to a folder named Backup in the Citrix\ICA Client subdirectory of the Program Files directory on the user’s local disk. Configuring the Client Update Database You can configure a Client Update Database on each Citrix server in a server farm, or configure one database to update the ICA Clients for multiple Citrix servers. 204 MetaFrame XP Administrator’s Guide Use the ICA Client Distribution wizard to create or update the ICA Client Update Database. The wizard appears during MetaFrame XP setup. If you skipped the wizard during MetaFrame XP setup, run the wizard by selecting Start > Programs > Citrix > MetaFrame XP > ICA Client Distribution Wizard. For more information about the ICA Client Distribution wizard, see page 92. The Client Update Database contains the following ICA Clients: 32-bit Windows, 16-bit Windows, 32-bit DOS, Macintosh, and several WinCE Clients. As new versions of the ICA Clients are released by Citrix, you add them to the Client Update Database. Using the Client Update Configuration Utility Use the Client Update Configuration utility to manage the client update database. From this utility, you can: • Create a new update database • Specify a default update database • Configure the properties of the database • Configure client update options • Add new ICA Clients to the database • Remove outdated or unnecessary ICA Clients • Change the properties of an ICA Client in the database The following sections give an overview of the Client Update Configuration utility. For details, see the utility’s online help. ` To access the ICA Client Update Configuration utility 1. From the Start menu, choose Programs > Citrix > MetaFrame XP > ICA Client Update Configuration. 2. The ICA Client Update Configuration window appears. The status bar shows the location of the current update database, which the Citrix server uses to update ICA Clients. The window shows the ICA Clients in the database. Chapter 9 Deploying ICA Clients to Users 205 Creating a New Client Update Database The ICA Client Distribution wizard creates the Client Update Database in the location %SystemRoot%\Ica\ClientDB. You can create a new update database in any location on a server disk or on a network share point. ` To create a new update database 1. From the Database menu, choose New. The Path for the new Client Update Database dialog box appears. 2. Enter the path for the new update database and click Save. The utility creates a new update database in the specified location and opens the new database. Specifying a Default Client Update Database You can configure one Client Update Database to be used by multiple Citrix servers. If the Client Update Database is on a shared network drive, use the ICA Client Update Configuration utility to configure your Citrix servers to use the same shared database. ` To set the default database for Citrix servers 1. From the Database menu, choose Open. 2. Specify the path to the default database and click Open. The database opens. 3. On the Database menu, click Set Default. The Set Default Database dialog box opens: 206 MetaFrame XP Administrator’s Guide 4. Select Set as Default Database on Local Machine to make the currently opened database the default database. You can also set other Citrix servers to use the currently open database as the default database. 5. Double-click a domain name to view the servers in that domain. Click a server to set its default database to the currently open database. You can select multiple servers by holding down the CTRL key and clicking each server. 6. Click OK. Configuring Default Client Update Options Use the Database Properties dialog box to configure overall database-wide settings for the current Client Update Database. Choose Properties from the Database menu to display the dialog box. Chapter 9 Deploying ICA Clients to Users 207 • The Database Path box displays the path and file name of the database you are configuring. • The Enabled check box must be selected for this database to perform ICA Client updates. Tip If the ICA Clients do not need to be updated, disable the database to shorten your users’ logon time. • The options in the Default update properties for clients section specify the default behavior for the ICA Clients added to the database. You can also set properties for individual ICA Clients (as described later in this chapter). Individual ICA Client properties override the database properties. • Under Client Download Mode, select Ask user to give the user the choice to accept or postpone the update process. Select Notify user to notify the user of the update and require the client update. Select Transparent to update the user’s ICA Client software without notifying or asking the user. • Under Version Checking, select Update older client versions only to update only client versions that are older than the new client. Select Update any client version with this client to update all client versions to this version; choose this option to force an older client to replace a newer client. 208 MetaFrame XP Administrator’s Guide • • Under Logging, select Log downloaded clients to write an event to the event log when a client is updated. By default, errors that occur during a client update are written to the event log. Clear the Log errors during download check box to turn this option off. • Under Update Mode, select the Force disconnection option to require users to disconnect and complete the update process after downloading the new client. The Allow background download option is selected by default to allow users to download new client files in the background and continue working. Clear this check box to force users to wait for all client files to download before continuing. Specify the number of simultaneous updates on the server. When the specified number of updates is reached, new client connections are not updated. When the number of client updates is below the specified number, new client connections are updated. Click OK when you finish configuring the database settings. Adding ICA Clients to the Client Update Database When you want to deploy a newer version of the ICA Client, add it to the Client Update Database. You can download the latest ICA Clients from the Download area of the Citrix Web site at http://www.citrix.com/download. ` To add a Citrix ICA Client to the Client Update Database 1. From the Client menu, click New to display the Description screen. 2. In the Client Installation File box, browse to or enter the path to the client installation file Update.ini. If you ran the ICA Client Distribution wizard, you can find the Update.ini file in System32\Clients\Ica. You can also find the Update.ini file on the ICA Client CD. Chapter 9 Deploying ICA Clients to Users 209 3. The client name, product number, model number, and version number are displayed. The Comment text box displays a description of the new client. You can modify this comment. Click Next to continue. 4. The Update Options dialog box appears. The options in this dialog box specify how the client update process occurs for this client. The database-wide update options are displayed. You can specify different behavior for individual clients. 210 MetaFrame XP Administrator’s Guide For definitions of the options in this dialog box, see “Configuring Default Client Update Options” on page 206, or see the online help for this dialog box. Click Next when you finish configuring the client update options. 5. The Event Logging dialog box appears. Chapter 9 Deploying ICA Clients to Users 211 The database-wide logging options are displayed. You can specify different behavior for individual clients. Select Log Downloaded Clients to write an event to the event log when this client is updated. By default, errors that occur during a client update are written to the event log. Clear the Log Errors During Download check box to turn this option off. Click Next to continue. 6. The Enable Client dialog box appears. 212 MetaFrame XP Administrator’s Guide The Client Update Database can contain multiple versions of an ICA Client with the same product and model numbers. For example, when Citrix releases a new version of the ICA Win16 Client, you add it to the Client Update Database. However, only one version of the client can be enabled. The enabled client is used for client updating. 7. Click Finish to copy the ICA Client installation files into the Client Update Database. Removing an ICA Client From the Client Update Database It is important to delete ICA Clients that are not used from the Client Update Database. A database that contains multiple versions of the same client significantly slows the checking procedure that is carried out each time a user connects to the server. ` To remove an ICA Client from the database 1. Select the ICA Client you want to remove from the database. 2. From the Client menu, choose Delete. A message asks you to confirm the deletion. 3. Click Yes to remove the client. Chapter 9 Deploying ICA Clients to Users 213 Changing the Properties of an ICA Client in the Database Use the Properties dialog box to set properties for an individual ICA Client. Individual ICA Client properties override the database properties. ` To change the properties of an ICA Client in the Client Update Database 1. Select the client you want to change. 2. On the Client menu, choose Properties. The Properties dialog box appears. 3. The Description tab lists the client name, product number, model number, and version number. Select the Enabled check box to update the same platform ICA Client to this version. Optionally, enter a new comment in the Comment box. 4. Use the Update Options tab to configure update options for the client. • Under Client Download Mode, select Ask user to give the user the choice to accept or postpone the update process. Select Notify user to notify the user of the update and require the client update. Select Transparent to update the user’s ICA Client software without notifying or asking the user. • Under Version Checking, select Update older client versions only to update only client versions that are older than the new client. Select Update any client version with this client to update all client versions to this version. Select this option to force an older client to replace a newer client. 214 MetaFrame XP Administrator’s Guide • Select the Force Disconnection option to require users to disconnect and complete the update process after downloading the new client. • Select the Allow Background Download option to allow users to download new client files in the background and continue working. Clear this check box to force users to wait for all client files to download before continuing. • Type a message to be displayed to users when they connect to the server. 5. Use the Event Logging tab to configure logging settings for this client. • Select the Log Downloaded Clients option to write an event to the event log when a client is updated. • Select the Log Errors During Download option to write errors that occur during a client update to the event log. Chapter 9 Deploying ICA Clients to Users 215 6. Use the Client Files tab to view the list of files associated with this client. The Client Update Database stores the following information about each client file: file name, group, flags, file size, and file CRC. 7. Click OK when you finish configuring the settings for the client. 216 MetaFrame XP Administrator’s Guide ICA Client Deployment Practices The following section provides examples of ICA Client deployment practices for a large manufacturing enterprise, a regional bank, an application service provider, and an insurance company. Manufacturing Enterprise The Best Paper Company employs approximately 30,000 people, located in shopfloor sites and remote offices in several countries. The enterprise has many pockets of MetaFrame XP installations, each owned and managed by a different team. Published applications include PeopleSoft and Oracle Manufacturing and Financials. The networking environment includes the following: • Ethernet LANs • Frame Relay WAN • Internet connections for remote users • TCP/IP network protocol • Thousands of 486 PCs running Windows 95, thousands of Pentium PCs running Windows 2000 Chapter 9 Deploying ICA Clients to Users 217 The Best Paper Company is using Citrix NFuse to give users access to critical applications. The company’s existing Citrix server farms function as an application serving back-end. The server farm supplies application set information and hosts published applications. Application sets are delivered to groups or individual users, based on their role in the company. An employee launches a Web browser to access the NFuse portal site. When the employee is authenticated to the server farm the application set assigned to the employee is displayed within the browser. To start an application, the employee clicks a hyperlink on the NFuse portal site. The company uses NFuse’s built-in Web-based ICA Client Installation feature to deploy the ICA Client software. When a user launches an application, the user’s computer is checked for the ICA Client software. If the client is not detected, the user’s platform is identified and the appropriate ICA Client software is presented for download and setup. The Web browser and ICA Client work together as viewer and engine. The browser displays the user’s application sets and the ICA Client launches applications. For more information about NFuse, see the NFuse Administrator’s Guide. Regional Bank Lenders Bank has 500 employees in its headquarters and 15 branch locations. The bank’s staff connects to MetaFrame XP servers to run more than 60 applications, including Ceridien and Transcend-Banker financial applications, Microsoft Office 2000, Microsoft Outlook, and AS/400 applications. The networking environment includes the following: • Ethernet LANs • Secured Fractional T1, 56K leased lines • TCP/IP network protocol • 200 486 PCs, Wyse Winterm Windows-based terminals The bank’s IT department used the Web-based ICA Client Installation package (without NFuse) to construct an ICA Client download Web site, integrated into the bank’s Intranet, for ICA Client software deployment. The IT department posted user-friendly instructions that walk users through downloading and installing the ICA Client software. For more information about constructing an ICA Client download Web site, see “Using Installer Packages for Client Deployment” on page 196 of this guide. The elements required to construct an ICA Client download Web site can also be downloaded from the Citrix Web site at http://www.citrix.com/download. 218 MetaFrame XP Administrator’s Guide Application Service Provider LinkToUs, a commercial ASP, has four data centers, located in the United States, Canada, and Ireland, serving over 100,000 end-users worldwide. LinkToUs offers its customers the following connection options: • Internet • Virtual Private Network (VPN) • Frame Relay • X.25 connections in more than 105 countries • Private point-to-point lines LinkToUs customers can choose from a variety of published application set packages, which can include applications from Microsoft, Onyx, Great Plains, Sales Logic, and Pivotal. With the implementation of Citrix NFuse, LinkToUs is now also designing and hosting highly customized corporate entry portals providing application integration, personalized Web content, external Web content integration, and search and categorization features. Chapter 9 Deploying ICA Clients to Users 219 LinkToUs works closely with its customers to develop user groups that meet their needs, and then builds application sets based on these groups. The ASP can display published applications from several Citrix server farms, including MetaFrame XP for Windows and MetaFrame for UNIX servers, in a single Web page. The Web developers at LinkToUs created a simple script that allows automatic download and install of the ICA Win32 Web Client. When end-users access the corporate portal hosted by LinkToUs for the first time, the ICA Client is automatically downloaded and installed on the user’s computer. For more information about NFuse, see the NFuse Administrator’s Guide. For more information about automatic download and installation of the ICA Clients for the Web, see the Online Knowledge Base, accessible from the Support area of the Citrix Web site at http://www.citrix.com. Insurance Company Protection Insurance is a mid-sized company with 800 employees. Published applications include PeopleSoft and customized applications for the insurance industry from JDI and Prelude. The networking environment includes: • Ethernet LAN, Internet, and dial-up connections • TCP/IP network protocol • Pentium PCs running Microsoft Windows NT 220 MetaFrame XP Administrator’s Guide The purchasing department pre-configures users’ systems to include the latest version of the ICA Win32 Client. When applications are published, a shortcut to each application is placed on the user’s Start menu. Users can also launch Program Neighborhood to access other application sets they have permission to use. When Citrix releases a new version of the ICA Client, Protection Insurance’s IT staff adds the client to the Client Update Database. When users initiate their connections to a MetaFrame XP server, the new ICA Client is “pushed” to their client devices. The Citrix administrator sets the update options to force users to disconnect from their ICA sessions and accept the updates. This ensures that all staff members are using the most current version of the ICA Client. For more information about Client Auto Update, see “Updating the ICA Clients” on page 202 of this guide. C H A P T E R 10 Publishing Applications and Content This chapter describes concepts and procedures for making applications and content available to ICA Client users. This chapter includes the following topics: • Introduction to Publishing Applications and Content, page 221 • Configuring User Access to Applications, page 227 • Procedures for Publishing Applications, page 228 • Passing Parameters to Published Applications, page 230 • Setting CPU Priority Levels for Applications, page 231 • Publishing Content, page 234 Introduction to Publishing Applications and Content Publishing applications refers to a procedure you use to make applications that are installed on a MetaFrame XP server easily available to ICA Client users. Publishing content refers to a procedure you can use to make documents, media files, URLs and other files available to users. This chapter discusses procedures for application publishing first. For information on content publishing, see “Publishing Content” on page 234. With application publishing, you can: • Increase your control over application deployment • Shield users from the mechanics of the Windows server environment • Push application icons and shortcuts to user desktops through Program Neighborhood 222 MetaFrame XP Administrator’s Guide The Citrix Management Console simplifies application publishing. With the Citrix Management Console, you can publish applications on any server in the MetaFrame XP server farm, including servers that are temporarily out of operation. User Access to Published Applications When you publish applications, user access to those applications is greatly simplified in several areas. Addressing. Instead of connecting to a Citrix server by its IP address or server name, ICA Client users can connect to a specific application by whatever name you give it. Connecting to applications by name eliminates the need for users to remember which servers contain which applications. Navigation of the server desktop. Instead of requiring client users to navigate the Windows interface on MetaFrame XP servers to find and start installed applications, published applications present most ICA Client users with only the desired application in an ICA session. User authentication. Instead of logging on and logging off multiple Citrix servers to access applications, Program Neighborhood users can authenticate themselves a single time to all servers in a server farm and get immediate access to all applications configured for their user group or specific user names. Publishing applications for the special Citrix Anonymous user group lets you completely eliminate the need for user authentication for those applications you want to provide to all users on your network. For more information, see “Anonymous Users” on page 227. Using Program Neighborhood Program Neighborhood facilitates user access to published applications by eliminating the need for client-side configuration of connections. Program Neighborhood presents application sets to client users. An application set is a user’s view of published applications that the user has authority to access. Each user performs a single authentication to all servers in a farm and is then presented with an application set containing each application configured for his or her specific user account or user group. Published applications appear as icons in the view of the farm and are configured for such connection properties as session window size and colors, supported level of encryption, audio compression, and video. Chapter 10 Publishing Applications and Content 223 Program Neighborhood displays application sets—the published applications that each user is authorized to run (right) Citrix Management Console shows the server farm’s published applications under the Applications node (below) Note Program Neighborhood is the program users run to connect to MetaFrame XP servers with the Citrix ICA Win32 Client, which runs on Windows 95, Windows 98, Windows Me, and Windows 2000 platforms, and the ICA Java Client. 224 MetaFrame XP Administrator’s Guide Using Program Neighborhood simplifies the process of locating and connecting to applications. For example, to run a word processing application, users start Program Neighborhood, perform a single logon to authenticate to all published applications in an application set, and simply double-click the icon for the word processing program. To start additional applications, a user just double-clicks the application icons in Program Neighborhood. Publishing applications in your server farm benefits users of other, non-Program Neighborhood ICA Clients (such as the UNIX, Macintosh, DOS, and Web Clients) as well. Although they do not support the complete (server and client-side) administrative configuration of the ICA connection provided by Program Neighborhood, these ICA Clients do support connections to published applications. With the ICA UNIX, Macintosh, and DOS Clients, client users benefit from application publishing’s simplified addressing and desktop navigation when they configure connections to published applications using their connection configuration managers. With the ICA Clients that work with Web browsers (which are available as an Internet Explorer Active-X control, Netscape plug-in, or Java applet), you can create Web access that lets users of client devices running a Web browser and an ICA Web Client click a link in a Web page to start a published application. Setting up a Pass-Through ICA Client To give a broader range of your users the benefits of Program Neighborhood, you can publish the ICA Win32 Client application on your Citrix servers. Users of the ICA Client on other platforms can define in their connection managers a single connection to the Program Neighborhood application. After they connect to Program Neighborhood, they can use the interface to launch all other applications that are published on all the servers in the server farm. To give other users the benefit of Program Neighborhood, use Citrix Management Console to publish the application, as described later in this chapter; the executable file to publish is Pn.exe. This program file is located at %SystemRoot%\System32\ICAPassThrough. Administrative Control of Applications When you publish applications, you get greater administrative control over application deployment with: Selected user access. You publish applications for specific users and user groups. By definition, an application you publish for a specific user group is unavailable to other groups. Chapter 10 Publishing Applications and Content 225 Enabled and disabled applications. You can temporarily restrict all access to an application by disabling it. You can enable the application later to return access to users. This capability is useful when you want to take an application offline for maintenance. Multiple-server application hosting. Application publishing, when used in conjunction with Citrix Load Manager, lets you direct ICA Client connection requests to the least busy server in a farm of servers configured to run an application. Note Citrix Load Manager is included in some Citrix MetaFrame product packages. Load Manager provides features for managing server loads in Citrix server farms. For information on Load Manager, refer to the Getting Started manual, which is available in PDF format in the DOC directory of the MetaFrame XP CD-ROM and in the Documentation directory on a MetaFrame XP server. Types of Applications You Can Publish MetaFrame XP supports publishing of four types of applications. Standard Applications You can publish any application that can run on the Windows console (32-bit Windows applications, 16-bit Windows applications, DOS applications, POSIX applications, and OS/2 applications). Citrix Installation Manager Applications To publish Citrix Installation Manager applications, you must install Citrix Installation Manager on your network. Citrix Installation Manager performs remote unattended installation of applications on Citrix servers. Using Installation Manager, you can simultaneously install an out-of-the-box application on all Citrix servers on your network from a single point without manual intervention. You can install applications on servers regardless of their physical location, network connection type, or individual hardware setup. Citrix Installation Manager can push application installations to Citrix servers and it can uninstall applications. Publishing a Citrix Installation Manager application causes each server that you specify to download and install the application. Deleting a published Installation Manager application uninstalls the application from each server that you specified to run the application. 226 MetaFrame XP Administrator’s Guide Load-Managed Applications MetaFrame XP supports publishing of an application on multiple servers if Citrix Load Manager is enabled on those servers. When an ICA Client user connects to an application that is published on more than one server in the server farm, Load Manager determines where to start the ICA session based on server load. You can adjust server load calculations for individual servers with Load Manager. For instructions on configuring load evaluators, see the Getting Started guide for Citrix Load Manager. The guide is available in the DOC folder on the MetaFrame XP CD-ROM, and is installed in the Documentation folder on MetaFrame XP servers. Using Published Applications When you publish an application, configuration information for the application is stored in the IMA data store for the server farm. The configuration information includes properties of the ICA connection, including its name, users who can connect to the application, and client-side session properties that include window size, number of colors, level of encryption, and audio setting To the ICA Client user, a published application appears very similar to an application running locally on the client device. The way the user starts the application depends upon the ICA Client in use on the client device. ICA Win32 Client and ICA Java Client. After starting Program Neighborhood, these users find a list of applications published for their user account or user group. ICA Client users on UNIX, Macintosh, and DOS. Using connection managers, these ICA Client users can browse a list of all applications published on the network and select an application to run. Web access. Users who have the ICA Win32 Client or the ICA Java Client can access applications that are embedded or launched by clicking a hyperlink on a Web page. For more information on ICA Client configurations that work with application launching and embedding, see “Deploying ICA Clients to Users” on page 191. NFuse portal users. If your users access applications through an NFuse application portal, the applications they are authorized to access appear as icons on a customized Web page. NFuse connects the user’s client device to the application and downloads the appropriate ICA Client, if necessary, to the user’s device. For information on deploying and configuring application portals with NFuse, see the NFuse Administrator’s Guide. Chapter 10 Publishing Applications and Content 227 Configuring User Access to Applications Before you publish applications, consider the network account authority that you use, and the ways that the configuration of your users’ accounts can affect user access to applications. For general information on user account configuration, including use of Windows NT domains and Windows Active Directory, see “Network Configuration and Account Authority Issues” on page 50. Publishing applications in Citrix server farms lets you set up two types of application access: explicit user account access and anonymous access. Note The total number of users, whether anonymous or explicit, who are logged in to a Citrix server farm at the same time cannot exceed the total license count of all the MetaFrame XP connection licenses in the server farm. Anonymous Users During MetaFrame XP installation, the Setup program creates a special user group named Anonymous. By default, this user group contains 15 user accounts with account names in the form Anonx, where x is a three-digit number from 000 to 014. By default, anonymous users have guest permissions. Note MetaFrame XP cannot create anonymous user accounts on Windows primary or backup domain controllers. Therefore, you cannot publish applications for anonymous access on a MetaFrame XP server if it is a domain controller. Citrix does not recommend installing MetaFrame XP on Windows domain controllers. If an application you publish on a MetaFrame XP server can be accessed by users with guest permissions, you can configure the application using the console to allow access by anonymous users. When a user starts an application that is configured for anonymous users, the server does not require an explicit user name and password to log the user on to the server and run the application. Anonymous users are granted minimal ICA session permissions, which include the following properties that differ from standard ICA session permissions for the default user: • Ten-minute idle (no user activity) time-out • Log off from broken or timed-out connections • No password is required 228 MetaFrame XP Administrator’s Guide • The user cannot change the password When an anonymous user session ends, no user information is retained. The server does not maintain desktop settings, user-specific files, or other resources created or configured for the ICA Client. For more information on configuration of ICA connections on MetaFrame XP servers, see “Configuring ICA Connections” on page 169. Configuring Anonymous User Accounts The anonymous user accounts that MetaFrame XP creates during installation do not require additional configuration. If you want to modify their properties, you can do so with the standard Windows user account management tools. Explicit Users An explicit user is any user who is not a member of the Anonymous group. Explicit users have Windows user accounts, which you create, configure, and maintain with standard user account management tools in Windows. Explicit users who log in to MetaFrame XP server farms to run applications have a persistent existence: their desktop settings, security settings, and other information is retained between ICA sessions in a specific Windows profile. Important Do not assign any explicit users to the Anonymous group. Procedures for Publishing Applications Making applications available to clients is an integral function of MetaFrame XP servers. Although applications do not have to be published for ICA Clients to access them, publishing provides management benefits and makes application access easier for users. You can use the Citrix Management Console to publish applications on any server in the farm you log on to; you do not have to run the Citrix Management Console from the MetaFrame XP server where the applications are installed. The server or servers hosting a published application must be a member of the farm. ` To publish an application 1. Find the intended host server or servers under the Servers object before attempting to publish the application. If the server is listed, it is a member of the farm. 2. From the Actions menu, choose New > Published Application. Chapter 10 Publishing Applications and Content 229 3. Follow the instructions in the Publish Application wizard. Detailed help for each step is available by clicking Help. Tip If you want to publish an application on additional servers, you can drag the application in the console tree and drop it on MetaFrame XP servers to publish the application on the servers. The application must already be installed on the servers, and it inherits its settings from the first server where you published the application. Creating an ICA File An ICA file contains published application information in Ini file format. When an ICA Client receives an ICA file, it initializes a session to run the specified application on the MetaFrame XP server. For more information, see “Deploying ICA Clients to Users” on page 191. ` To create an ICA file for an application 1. Select the published application in the Applications folder in the left pane of the Citrix Management Console. When you select an application, new menu options and toolbar buttons appear. 2. Click the Create ICA File button on the toolbar, or choose Application > Create ICA File from the Actions menu. 3. Follow the instructions in the Create ICA File wizard to create your ICA File. Creating an HTML File You can easily create an HTML page that connects ICA Client users to a published application from a Web page. The connection is implemented through an ICA file. You can also create the ICA file when you generate the HTML file. ` To create an HTML file 1. Select the published application in the Applications folder in the left pane of the console. 2. Choose Create HTML File from the toolbar or the Actions menu. 3. Follow the instructions in the wizard to create your HTML file. 230 MetaFrame XP Administrator’s Guide Removing Published Applications As you publish updated applications on your servers, you can remove the older or less-used applications. Removing a published application does not uninstall the application from the MetaFrame XP server, or make it completely unavailable to ICA Clients. It simply stops advertising the application’s availability in Program Neighborhood. ` To remove a published application 1. Locate the application under Applications in the left pane of the Citrix Administration Tool. 2. Select the published application you want to remove. 3. From the Actions menu, choose Delete Published Application. 4. When prompted, confirm the deletion by clicking OK. Passing Parameters to Published Applications Published application parameter passing is a feature that allows a client to pass a parameter to a published application when users launch the application. You can use this feature in a variety of situations. One powerful use of parameter passing is to associate a file type on a client device with a published application. When a user double-clicks a locally saved file, the client passes the file path as a parameter to MetaFrame XP, which runs the published application and opens the file in an ICA session. Configuring a File Type Association To associate a file type with a published application, you set up a published application and configure the client. The following are the general requirements: • On the server, add a placeholder for the client-supplied parameters to the command line of the published application. See “Configuring the Server” below. • On the client device, create a command line that specifies an ICA Client component, published application, and the parameter to pass to the server. Set the command line as file type’s Open command in the registry. The following uses the example of associating text files on a client device with Notepad, which is published on a MetaFrame XP server. The section describes configuration of a MetaFrame XP server. For information on configuring a client device for file-type association and parameter passing, refer to the ICA Client Administrator’s Guide. Chapter 10 Publishing Applications and Content 231 Configuring the Server MetaFrame XP uses %* (percent and star symbols) as the placeholder for clientpassed parameters. Use Citrix Management Console to add %* to the command line when you publish an application or to edit the command line of an existing published application. Note You can add a parameter placeholder to any published application. When MetaFrame XP receives a connection from a client device that passes parameters, it replaces the placeholder with the parameters from the client. When MetaFrame XP receives connections from devices that do not pass parameters, MetaFrame ignores the placeholder in the command line. ` To add a parameter placeholder when publishing an application 1. In Citrix Management Console, choose Actions > New > Published Application. 2. In the Application Publishing wizard, enter a name for the application in the Display Name box and click Next. 3. Select the Published Application option. In the Command Line box, enter the command line for the application followed by a space and %*. For example, enter the following for the Notepad application: C:\Winnt\System32\Notepad.exe %* 4. Click Next and proceed through the wizard to publish the application. ` To add a parameter placeholder to a published application 1. In Citrix Management Console, expand the Applications node. Select the application to use and choose Properties. 2. In the Properties dialog box, select the Application Location tab. 3. In the Command Line box, add a space and %* to the end of the command line. For example, for the following command line: C:\Winnt\System32\Notepad.exe Add %* to the end, as follows: C:\Winnt\System32\Notepad.exe %* 4. Choose OK to save the changes. Setting CPU Priority Levels for Applications By default, MetaFrame XP gives all published applications equal priority for access to CPU cycles. All application instances run with normal CPU priority. 232 MetaFrame XP Administrator’s Guide The default configuration assumes that CPU access by all applications is equally important. The default configuration does not prevent one application from consuming resources that are required by other, mission-critical applications running on the same server. You can manage some aspects of resource usage by applications through your deployment methods. For example, you can isolate mission-critical applications by publishing them on separate servers so less-important applications do not compete for server resources. You achieve better performance by publishing CPU- and memory-bound applications on high-performance servers. Note Advanced resource monitoring functionality is available with MetaFrame XPe. For information, see the documentation included with the System Monitoring and Analysis CD-ROM in the MetaFrame XPe package. Feature Release 1 for MetaFrame XP provides a setting you can apply to published applications to prioritize their CPU access. You can use the CPU priority settings on servers running Windows 2000 Server family products. The setting is not available on Windows NT Server 4.0, Terminal Server Edition. Note The term published application in this section refers to applications and MetaFrame XP server desktops that are published for users in the server farm. It does not refer to published content such as documents and media files, which execute on client devices. You can apply a CPU priority setting to each published application. Each instance of the application that runs in the server farm is affected by the setting. When multiple servers host the same published application, the setting applies to each server on which the application runs in the server farm. If you publish the same application more than once—for separate groups of users, different host servers, or with different settings, for example—you create separate published applications; each can have its own CPU priority setting. You can use this setting in any size server farm, independent of load management features in MetaFrame XPa and MetaFrame XPe. Load management distributes connections to MetaFrame servers based on the servers’ loads. In contrast, the CPU priority setting applies to a published application that runs on any server in the server farm. Licensing Requirements The CPU priority feature is installed on MetaFrame XPa and MetaFrame XPe servers with Feature Release 1. The option requires Feature Release 1 licensing. Chapter 10 Publishing Applications and Content 233 Licensing requirements include installation and activation of Feature Release 1 product and connection licenses. Each server requires a Feature Release 1 product license count and each ICA connection requires a Feature Release 1 connection license count. For more information on license types and license installation procedures, see “Licensing MetaFrame XP” on page 145. The CPU priority setting is available in Citrix Management Console only when a Feature Release 1 product license is added to the server farm. Also, when Citrix Management Console is installed on separate workstations, upgrade the console with Service Pack 1/Feature Release 1 to make the option available in the console. For more information on license requirements and purchasing, consult with your Citrix authorized reseller. Assigning CPU Priority Levels to Applications When you assign a CPU priority level to a published application, the priority level that you specify is used by the CPU scheduler on all servers that host the published application (and for every instance of the application that runs on a server). When a server is executing multiple applications, the CPU scheduler prioritizes CPU access by application threads according to the priority level that you assign or the default priority level. With this option, you can assign normal or lower CPU priority to Microsoft Internet Explorer, for example, and assign high CPU priority to an application whose performance is more important to the enterprise, such as PeopleSoft Human Resources Management. A higher priority setting gives Human Resources Management a performance advantage over Internet Explorer when both applications run on the same server. You can assign five priority levels (in order from lowest to highest priority): low, below normal, normal, above normal, and high. The default is normal. Important High priority indicates a process that performs time-critical tasks. The threads of a high-priority process preempt the threads of low- and normal-priority processes. An example is the Task List, which must respond quickly when called by the user, regardless of the load on the system. Use extreme care when using the high-priority setting. A CPU-bound application assigned high priority can consume nearly all available CPU cycles, which can cause unacceptable performance by other applications running on the server. 234 MetaFrame XP Administrator’s Guide The CPU priority option is in the Application Publishing wizard and on the Application Limits tab in the Properties dialog box for each published application. You can set the priority level when you first publish applications and set or change the level for published applications using Citrix Management Console. ` To publish an application and set its CPU priority 1. In Citrix Management Console, choose Actions > New > Published Application to run the Application Publishing wizard. 2. Proceed through the wizard pages, entering information and selecting options for the application you are publishing. 3. Select an option from the CPU priority level menu. The default setting is Normal. 4. Click Next and then proceed through the subsequent screens until you complete the wizard’s steps. ` To modify the CPU priority of a published application 1. In Citrix Management Console’s left pane, expand the Applications node. Select the application you want to modify and choose Properties. 2. In the Properties dialog box, select the Application Limits tab. 3. Select an option from the CPU priority level menu. The default setting is Normal. 4. Click OK to apply the setting and close the dialog box. Publishing Content Citrix helps you give users access to information, such as documents, Web sites, and video presentations, by letting you publish content for users in the same way that you publish applications in a MetaFrame XP server farm. The content publishing feature gives you the ability to publish and manage various types of content and present it to users with the applications they need. Published content and published applications appear together through NFuse, Program Neighborhood, and the desktop portal interfaces. Client devices use locally installed viewer applications to display published content. For example, when a user opens a published Microsoft Streaming Media file in Program Neighborhood, the Windows Media Player application runs on the client device to play the content. You can publish any content for users to view with a local viewer application. Chapter 10 Publishing Applications and Content 235 When a user selects published content, the ICA Client passes the name of the published content file to the local viewer application. The MetaFrame XP server does not download the file to the ICA Client. Instead, the local viewer application accesses the file the same as it would if a user double-clicked the file in Windows Explorer (and a file type association specified the application to use). Publishing content does not use ICA Client or MetaFrame XP server resources or licenses, because local viewer applications do not use ICA sessions to display the published content. Licensing for Content Publishing Content publishing is available with Feature Release 1 for MetaFrame XP and requires Feature Release 1 licensing. Feature release licensing refers to both product and connection licenses. Each server requires a Feature Release 1 product license count. Each ICA Client connection requires a Feature Release 1 connection license count. The Content Publishing option does not appear if Feature Release 1 licenses are not installed in the server farm. Also, you must update Citrix Management Console on non-MetaFrame XP workstations for the content publishing option to be available in the console. For more information on licensing requirements and purchases, consult with your Citrix authorized reseller. Understanding Methods of Publishing Content Feature Release 1 supports content publishing through two ICA Client interfaces: NFuse and Program Neighborhood. Publishing Content Through NFuse When you publish content through NFuse, links to the published content appear on an NFuse portal Web page or on the client device through Program Neighborhood Agent. When a user selects a link to published content, the Web browser on the client device passes the published content file to the appropriate local viewer application. Display of published content requires that the Web browser’s MIME type list includes valid entries that associate the content you publish with viewer applications that are installed on the client device. If no valid entry exists, users can download files but cannot automatically display or execute them. 236 MetaFrame XP Administrator’s Guide Publishing Content in Program Neighborhood When you publish content through the Program Neighborhood interface and a user selects the published content, the ICA Client on the client device passes the published content file to the appropriate local viewer application. Display of published content relies on file type associations in the Windows registry to associate content you publish with appropriate local viewer applications. Content Publishing Requirements and Limitations The following are additional details about publishing content in MetaFrame XP server farms: • You can publish content using the CMC when a server farm is in mixed mode for interoperability with MetaFrame 1.8. However, ICA Client users do not see published content in Program Neighborhood, Desktop Agent, or NFuse if the server farm is in mixed mode. • Published content appears in Program Neighborhood and Desktop Portal application sets, so access to published content requires that the ICA Client support those features. You cannot create custom ICA connections to access published content. • You cannot publish a UNC directory path to display a folder to users of Netscape Navigator versions prior to 6.0. See “Specifying Locations for Publishing Content” on page 237 for more information. • When you publish a file using a network path, users must have permission to access the file on the network to be able to access it as published content through MetaFrame XP. Publishing Content on MetaFrame XP Servers You publish content using Citrix Management Console and the Publishing wizard. You can select options in the wizard when you publish content, and you can later check and modify the settings in the Properties dialog box for the published content. As described previously, client devices use local applications, which must be associated with published content through Web browser MIME types or Windows file associations. No other client-side configuration is necessary once viewer applications are installed and associations are configured. Chapter 10 Publishing Applications and Content ` 237 To publish documents, media files, and Web pages 1. In Citrix Management Console, choose Actions > New > Published Application to open the Publishing wizard. Enter the information requested in the wizard and select the options you want to use. To move between pages, click Next to continue or click Back to return to a previous page. 2. Type a name for the content you are publishing in the Display Name box. This text appears as the name of the icon that represents the published content. 3. When the wizard asks what you want to publish, select Content. 4. In the Content Address box, specify the location of the content by entering a URL or UNC address. See “Specifying Locations for Publishing Content” below for more information. 5. After specifying the content address, continue using the wizard to specify other settings and publish the content. Specifying Locations for Publishing Content When you publish content, you can specify the location using a variety of address formats. You can enter any of the following types of information (examples shown in parentheses): HTML Web site address (http://www.citrix.com) Document file on a Web server (https://www.citrix.com/press/pressrelease.doc) Directory on an FTP server (ftp://ftp.citrix.com/metaXP) Document file on an FTP server (ftp://ftp.citrix.com/metaXP/Readme.txt) UNC file path (file://myServer/myShare/myFile.asf) or (\\myServer\myShare\myFile.asf) UNC directory path (file://myServer/myShare) or (\\myServer\myShare) Important Specifying a UNC directory path does not correctly display the specified directory to users of Netscape Navigator prior to version 6.0. Earlier versions of Navigator incorrectly interpret the path as relative to the Web server. To publish a directory to such users, consider specifying an FTP directory or listable Web server directory. C H A P T E R 11 Managing Users and ICA Sessions This chapter describes how to manage users and their ICA sessions in a Citrix server farm. It includes information about using Citrix Management Console and Citrix Web Console to monitor users’ connections and the status of ICA sessions. This chapter contains the following topics: • Controlling Logons by ICA Clients, page 239 • Controlling User Connections, page 240 • Monitoring and Managing ICA Sessions, page 245 • Reconnecting ICA Sessions Automatically, page 250 • Shadowing ICA Sessions, page 255 • Monitoring Performance of Sessions and Servers, page 257 You can perform session-management activities, including logging off, shadowing, disconnecting, and sending messages to users, using either Citrix Management Console or Citrix Web Console. Some management and monitoring activities can be performed only in Citrix Management Console. For more information on Citrix Management Console, see “Citrix Management Console” on page 121. For more information on Citrix Web Console, see “Installing Citrix Web Console” on page 109. Controlling Logons by ICA Clients You can control the ability of ICA Client users to establish sessions on the MetaFrame XP servers in a server farm by enabling or disabling logons. By default, logons are enabled when you install MetaFrame XP. You might want to disable logons when you install software or perform other maintenance or configuration tasks. 240 MetaFrame XP Administrator’s Guide ` To enable or disable logons An option to enable and disable logons is available on the MetaFrame Settings tab in each server’s Properties dialog box. 1. Right-click a server in the tree in Citrix Management Console and choose Properties to display the Properties dialog box. 2. To disable logons by ICA Client users, clear the checkbox labeled Enable logons to this server on the MetaFrame Settings tab. 3. To restore the ability of ICA Clients to connect to the server, select Enable logons to this server. Controlling User Connections When logons are enabled, Citrix servers have no default limit on access to ICA sessions and published applications by users. In general, users can launch multiple connections and can connect to any published application that they are authorized to use. You can use the connection control feature to control connections to MetaFrame XP servers and published applications. This feature can help you maintain availability of resources in a server farm. Having no limit on connections works best in an environment where users and published applications are well-behaved. All users have equal access to the published applications. Adverse usage conditions in a server farm can degrade performance and reliability. In an unregulated environment, you might encounter the following problems: • Errors caused by individual users who run more than one instance of a published application at the same time. • Denial-of-service attacks by malicious users who run multiple application instances that consume server resources and connection license counts. • Over-consumption of resources by non-critical activities such as Web browsing. Chapter 11 Managing Users and ICA Sessions 241 Connection control provides two types of limits, as shown in the following table. Limit type Description Concurrent connections in the server farm Restricts the number of concurrent connections (ICA sessions) that each user in the server farm can establish. See “Limiting Total Connections in a Server Farm” on page 241. Published application instances Restricts the total number of instances of a published application that can run in the server farm at one time, and prevents users from launching more than one instance of a published application. See “Limiting Application Instances” on page 242. Limiting Total Connections in a Server Farm When a user launches a published application, the ICA Client establishes a connection to a MetaFrame XP server and initiates an ICA session. If the user launches a second published application (without logging off from the first one), this creates a second concurrent connection in most cases. Note The seamless session option in the ICA Client enables session sharing, a mode in which more than one published application runs with a single connection. If a user runs multiple applications with session sharing, the session counts as one connection. For more information on session sharing and the seamless session option, see the ICA Win 32 Client Administrator’s Guide. To conserve resources, you can limit the number of concurrent connections that users are permitted to establish. The limit applies to each user who connects to the server farm. A user’s active sessions and disconnected sessions are counted for the user’s total number of concurrent connections. For example, you can set a limit of three concurrent connections for users. If a user has three concurrent connections and tries to establish a fourth, the limit you set prevents the additional connection. A message tells the user that a new connection is not allowed. Limiting connections can help you maintain availability of ICA connection license counts as well as prevent over-consumption of server resources by a few users. You can apply the concurrent connections limit to all users including Citrix administrators, or you can exempt administrators from the limit. By default, Citrix administrators are exempt from the limit so they can establish as many connections as necessary, including connections for shadowing sessions. 242 MetaFrame XP Administrator’s Guide Limiting Application Instances By default, users in a server farm have unlimited access to the published applications that they are authorized to use. Citrix servers do not limit the number of instances of a published application that can run at one time in a server farm. Also, by default, a user can launch more than one instance of a published application at the same time. With connection control, you can specify the maximum number of instances of a published application that can run at one time in the server farm. For example, you can publish Autodesk AutoCAD and set a limit of 30 concurrent instances in the server farm. When 30 users are running AutoCAD at the same time, no more users can launch the application because of the limit of 30 concurrent instances. Use the concurrent instances limit to enforce an application’s licensing requirement, for example. Another connection control option lets you prevent any user from running multiple instances of a particular published application. With some applications, running more than one instance in a single user context can cause errors on the server. You can apply application limits independently to each published application. For example, you can apply the limitations on total concurrent instances and multiple instances by a single user to one published application. You can limit only the total concurrent instances of another application. You can configure a third application to limit launching of multiple instances by individual users. Licensing Requirements for Connection Control Connection control options are available with Feature Release 1 for MetaFrame XP and require Feature Release 1 licensing. In addition, connection control is available only with MetaFrame XPa and MetaFrame XPe product licenses. Feature release licensing refers to product and connection licenses. Each server requires a Feature Release 1 product license count. Each ICA Client connection requires a Feature Release 1 connection license count. The connection control options described in this section do not appear if Feature Release 1 licenses are not installed in the server farm. Citrix Management Console must be updated on non-MetaFrame XP workstations for connection control options to appear. For more information on licensing requirements and purchases, consult with your Citrix authorized reseller. Chapter 11 Managing Users and ICA Sessions 243 Configuring Connection Control Settings You can use connection control to manage published applications and published desktops only. Connection control options do not apply to published content such as documents and media files, which execute on the client device. For more information on publishing, see “Publishing Applications and Content” on page 221. Connection control is implemented entirely on Citrix servers. All versions of the ICA Client that ship with Feature Release 1 for MetaFrame XP support connection control options. The ICA Client contains no configuration options related to connection control. Connection control affects ICA Client users only if a connection attempt is prevented. If a user’s connection would exceed a connection limit, the client displays a message that describes why the connection is not available. You configure connection control settings, including the option to log events related to connection control, in Citrix Management Console. The option to limit each user’s total concurrent connections in the server farm is on the MetaFrame Settings tab in the Properties dialog box for the server farm. Options for limiting application instances are on the Application Limits tab of the Properties dialog box for each published application. These options also are available in the wizard that you use to publish applications. ` To limit concurrent connections in a server farm Use this procedure to set the number of concurrent connections that each user can establish in the server farm. 1. In Citrix Management Console, right-click the farm node and choose Properties. 2. In the Properties dialog box, select the MetaFrame Settings tab. 3. Under Connections Limits, select Maximum connections per user to limit each user’s concurrent connections. Enter the number of concurrent connections to allow for each user. 4. If you want the connection limitation to apply to everyone, including Citrix administrators, select Enforce limit on administrators. 5. Click OK to apply the settings and close the dialog box. ` To publish an application or desktop with application limits 1. In Citrix Management Console, choose Actions > New > Published Application to run the Application Publishing wizard. 2. Proceed through the wizard pages, entering information and selecting options for the application you are publishing. 244 MetaFrame XP Administrator’s Guide 3. Under Concurrent Instances, select one or both of the following options: • Limit instances allowed to run in server farm. Select this option and enter the maximum number of instances that can run at one time in the server farm (without regard to who launches the application). • Allow only one instance of application for each user. Select this option to prevent any user from running more than one instance of this application at the same time. 4. After you enter all required information and select the options to use, click Finish to publish the application. ` To set application limits on a published application or desktop 1. In Citrix Management Console, right-click the published application or desktop and choose Properties. 2. In the Properties dialog box, select the Application Limits tab. 3. Configure the following options: • Limit instances allowed to run in server farm. Select this option and enter the maximum number of instances of this application that can run in the server farm at one time. • Allow only one instance of application for each user. Select this option to prevent each user from running more than one instance of this application at the same time. 4. Click OK to apply the settings and close the dialog box. Logging Connection Control Events A setting that controls logging of connection control events is on the MetaFrame Settings tab in the Properties dialog box for the server farm. Use the option to enable or disable event logging for the entire farm. By default, event logging is disabled. Event logging records an entry in the System log each time a server denies a user connection because of a connection control limit. Each server records the data in its own System log. The following limits can result in connection denials, which the system records if logging is enabled. Maximum connections per user. You can limit users to a a maximum of five connections, for example. If a user tries to launch a sixth connection, the server denies the connection request and records the user’s name and the time in the System log. Chapter 11 Managing Users and ICA Sessions 245 Application instances. You can limit a published application to 10 concurrent instances, for example. If a user tries to launch the application when 10 instances are running, the server denies the connection request and records the user name, the time, and the name of the published application in the System log. This limit option is labeled “Limit instances allowed to run in server farm” on the Properties sheet for each published application. Application instances per user. You can configure a published application to allow each user to run only one instance of the application. If a user tries to launch a second instance of the application, the server denies the connection request and records the user name, the time, and the name of the published application in the System log. This limit option is labeled “Allow only one instance of application for each user” on the Properties sheet for each published application. ` To enable logging of connection control events 1. Right-click the farm node in Citrix Management Console and choose Properties. 2. In the Properties dialog box, select the MetaFrame Settings tab. 3. Select Enable logging of over-the-limit denials. 4. Click OK to apply the setting and close the dialog box. Monitoring and Managing ICA Sessions You can use Citrix Management Console and Citrix Web Console for monitoring and management of your user’s ICA sessions. You can use the consoles to: • Monitor ICA sessions according to the published applications and MetaFrame XP servers to which they are connected • Send messages to users in active ICA sessions • Reset or disconnect sessions and log off users • Use shadowing to monitor and remotely control selected sessions This section describes how to use Citrix Management Console for session monitoring and management. If you need help performing these actions in Citrix Web Console, click the Help button that is displayed in the Web console. 246 MetaFrame XP Administrator’s Guide Viewing Information About ICA Sessions Several tabs in Citrix Management Console display information about ICA sessions in table format. Each row in the table lists details for one ICA session. You can use different views in the console to monitor user sessions based on the published applications that users are connected to, or the servers where the ICA sessions are established. Active sessions appear on several tabs when a MetaFrame XP server has active ICA Client sessions: • When you select a published application in the tree, sessions that are running the application appear on the Users tab • When you select a server, sessions that are running on the server, including console sessions, appear on the Users and Sessions tabs • When you select the Servers node in the tree, the Users tab displays sessions running all servers; console sessions do not appear on this tab For example, if you select a published application, the Users tab in the right pane displays the sessions in which the selected application is running. The information appears in columns, which display the user name, client device name, session ID number, the state of the session, and the time of logon. Session Information Displayed in the Console On the tabs that display ICA session information, each row represents one ICA session. You can click the column headings to sort the information. When you click the active sort heading, you reverse the sort order. You can rearrange the information in the table by dragging a column heading to a new position. Chapter 11 Managing Users and ICA Sessions 247 The session information that appears in the console includes details that help you identify the various types of sessions and the users associated with the sessions. The following column labels appear on tabs that display session information. Session. The Session column identifies a session with a name that includes the protocol that the session uses, usually ICA or RDP (for Microsoft’s Remote Display Protocol). The name also includes the network protocol for the session, and a number that distinguishes the session from other sessions that are running on the server. User. The name of the user account that initiates a session appears in the User column for each session. In the case of anonymous connections, the user name is a string with the letters “Anon” followed by a session number. Client name. This column displays the name of the client device that is running the session. Session ID. The Session ID is a unique number that begins with 0 for the first connection to the console. Listener sessions are numbered from 65,537 and numbered backward in sequence. State. A session’s state is listed as Active, Listen, Idle, Disconnected, or Down. The meaning of session state labels is explained in the following section, which describes commands you use for managing sessions on MetaFrame XP servers. Using Session Management Commands In Citrix Management Console and Citrix Web Console you can select ICA sessions and choose commands to manage the sessions. In Citrix Management Console, use the Actions menu and the toolbar buttons to choose session management commands. You can right-click a session in the console and choose commands from the menu that appears. In Citrix Web Console, session-management commands are available when you select a session by clicking the check box to the left of the User name. 248 MetaFrame XP Administrator’s Guide To display session information, click the Session link on the left of the Web console page. Disconnecting ICA Sessions To disconnect an ICA session, choose Disconnect. When you disconnect a session, you close the connection between the ICA Client and the MetaFrame XP server. However, this does not log off the user, and programs that were running in the session still run on the server. If the ICA Client user then connects to the server (by selecting a published application or custom connection to the server), the disconnected session is reconnected to the client. Connecting to Disconnected Sessions When an ICA session is disconnected, the word “Disconnected” appears in the State column on the tabs in Citrix Management Console where session information appears. You can connect to a user’s disconnected session by choosing Connect. Your session must be capable of supporting the video resolution of the disconnected session. From the system console, you can connect only to sessions that were disconnected from the console. Sending Messages to Users You can send a message to a user by selecting the user’s sessions and choosing Send Message. You can select multiple sessions to send a message to multiple users at the same time. For information on viewing sessions, see “Viewing Information About ICA Sessions” on page 246. To broadcast a message to all users, you can select all active user sessions in the right pane in the console. In the Send Message dialog box, you can type a message title; the user name of the Citrix administrator who is logged in to the console and the current time appear in the Title box by default. Type the message text in the Message box. The text you type automatically wraps to the next line if you type past the right margin. Chapter 11 Managing Users and ICA Sessions 249 When you finish typing the message, click OK to send the message to the selected sessions. (In Citrix Web Console, click Send Message to send the message.) Resetting ICA Sessions Resetting a session with the Reset command terminates all processes that are running in that session. You can use the Reset command to remove remaining processes in the case of a session error. However, resetting a session can cause applications to close without saving data. If you reset a disconnected session, the word Down appears in the State column for the session. When you refresh the console display or when the next automatic refresh occurs, the session no longer appears in the list of sessions. Resetting All Sessions Special sessions that listen for requests to connect to the server are identified by the word Listen in the State column. If you reset a listener session, the server resets all sessions that use the protocol associated with the listener. For example, if you reset the ICA listener session, you reset the ICA sessions of all users who are connected to the server. Viewing ICA Session Status You can use the Status command to display user and I/O information about a session. The Session Status dialog box displays connection statistics, including the count of incoming and outgoing data that has been transmitted in the session and the number of errors and the compression ratio used in the session. The dialog box also shows the user name and session name. 250 MetaFrame XP Administrator’s Guide By default, the Session Status data is updated every second. You can choose the command buttons in the dialog box to reset the counters and refresh the data. • Click Reset Counters in the dialog box to return all counters to zero. • Click Refresh Now to immediately refresh the displayed data. Logging Off ICA Sessions Choose Logoff Selected Session to force a user’s session to end. If you select multiple sessions, choosing the commands ends each selected session. Important Ending users’ sessions with the Logoff Selected Session command can result in loss of data if users do not close their applications first. You can send a message to warn users to exit all applications if you need to log off their sessions. Viewing Session Details You can select a session in Citrix Management Console and choose Session Information to view detailed information about the processes, settings, ICA Client software, and client cache associated with the selected ICA session. Viewing and Terminating Processes If you need to terminate a process started by an ICA session, select an ICA Client session and select the Processes tab in the right pane of the console. You can rightclick on a process and choose the Terminate command to terminate the process. Reconnecting ICA Sessions Automatically If ICA sessions are disconnected because of unreliable networks, highly variable network latency, or range limitations of wireless devices, the result is lost productivity for users who must manually reconnect to their applications. Unreliable connections, such as WAN links, frequently cause timeout of TCP retransmission, which can cause loss of an ICA connection. The auto reconnect feature can detect broken ICA connections and automatically reconnect to the disconnected sessions. When this feature is enabled, users do not have to reconnect manually or enter their logon credentials to continue their work. Automatic reconnection of ICA sessions is available with MetaFrame XP, Feature Release 1. Chapter 11 Managing Users and ICA Sessions 251 The ICA Clients for Win32, WinCE, and Java (applet mode only) support auto reconnect for ICA sessions over TCP. This feature cannot automatically reconnect anonymous ICA sessions. Also, auto reconnect does not work with the ICA Client Object. How Automatic Reconnection Works When the ICA Client detects unintended disconnection of an ICA session, the client initiates a reconnection sequence. A message tells the user that the client will reconnect after a specified interval. Reconnection requires no action by users, although they can click a button to reconnect immediately or to cancel the process. Depending on network conditions, it might be necessary to briefly wait before reconnecting to give the network time to recover from the problem that caused the disconnection. The auto reconnect feature does not create additional sessions, which sometimes are created by manual reconnection. If a server does not detect a dropped connection and the client reconnects manually, a new ICA session that does not contain the user’s current workspace is created. Additional sessions are avoided with auto reconnect because it disconnects a session before reconnecting to it. Auto reconnect incorporates a re-authentication mechanism based on encrypted user credentials. When a user initially logs on to a server to use an application, MetaFrame XP encrypts and stores the user credentials in memory, and sends the encryption key to the ICA Client. For reconnection, the client submits the key to the server. The server decrypts the credentials and submits them to Windows logon for authentication. For maximum protection of users’ credentials and ICA sessions, use SSL encryption for all communication between ICA Clients and MetaFrame XP servers. The ICA Client attempts auto reconnection a set number of times (three by default). When the server detects a broken connection, it disconnects the session and allows the client to automatically reconnect during a set time period (five minutes by default). The client and server detect broken connections independently. If the server does not detect a broken connection (the server considers the session active), the server does not begin timing the auto-reconnection allowed period. If a client disconnects a session normally (not because of a broken connection), the server does not allow automatic reconnection. Automatic reconnection does not occur when users disconnect ICA sessions by exiting applications without logging off. 252 MetaFrame XP Administrator’s Guide Configuring Reconnection Settings You can do the following to configure automatic reconnection: • Enable or disable the auto reconnect feature at the server farm level or on individual MetaFrame XP servers • Enable or disable auto reconnect functionality at the ICA Client • Change settings such as the delay between reconnection attempts by the ICA Client • Enable or disable logging of reconnection events for the server farm or individual servers Use Citrix Management Console to enable and disable automatic reconnection and reconnection event logging, as described next. Auto reconnect is enabled by default for all servers in the server farm. Reconnection event logging is disabled by default. You can use the Acrcfg command to configure auto-reconnect settings on MetaFrame XP servers. See page 282 for information on the command. By default, auto reconnect is enabled on the ICA Win 32 Client. You can disable auto reconnect functionality completely by setting AutoReconnectEnabled=0 in the [WFClient] section of the client’s Appsrv.ini file. For more information on client configuration, refer to the ICA Win32 Client Administrator’s Guide. Settings for ICA connections also affect the auto reconnect feature. See “Setting Up ICA Connections for Auto Reconnect” on page 253 for information. ` To enable auto reconnect at the server farm level By default, the auto reconnect feature is enabled. Use the following procedure to change the current setting for the server farm. 1. In Citrix Management Console, select the server farm node and choose Properties. 2. In the Properties dialog box, select the ICA Settings tab. 3. Click Enable Auto Client Reconnect to enable or disable automatic reconnection at the server farm level. 4. Choose OK to apply the setting and close the dialog box. ` To enable or disable auto reconnect at the server level By default, each server inherits the server farm setting for auto reconnect. Use the following procedure to change this setting and configure auto reconnect on individual servers. 1. In Citrix Management Console, select a server and choose Properties. Chapter 11 Managing Users and ICA Sessions 253 2. In the Properties dialog box, select the ICA Settings tab. 3. Deselect Use Farm Settings. You can now select Enable auto client reconnect to enable the feature on the selected server. To disable auto reconnect, clear the check box. 4. Click OK to apply the settings and close the dialog box. Setting Up ICA Connections for Auto Reconnect By default, automatic reconnection is enabled in a server farm. However, if a server’s ICA TCP connection is configured to reset sessions with a broken communication link, automatic reconnection does not occur. The auto reconnect feature works only if the server disconnects sessions when there is a broken or timed-out connection. In this context, the ICA TCP connection refers to a MetaFrame XP server’s virtual port (rather than an actual network connection) that is used for ICA sessions on TCP/IP networks. By default, the ICA TCP connection on a MetaFrame XP server is set to disconnect sessions with broken or timed-out connections. Disconnected sessions remain intact in system memory and are available for reconnection by the ICA Client. The ICA connection can be configured to reset, or log off, sessions with broken or timed-out connections. When a session is reset, attempting to reconnect initiates a new ICA session; rather than restoring a user to the same place in the application in use, the application is restarted. If MetaFrame XP servers are configured to reset sessions, the automatic reconnection sequence creates a new ICA session on the initial host. This process requires users to enter their credentials to log on to the server. ` To configure the ICA TCP connection for auto reconnect 1. Run Citrix Connection Configuration (choose Start > Programs > Citrix > MetaFrame XP > Citrix Connection Configuration). 2. In the Citrix Connection Configuration window, double-click the ica-tcp connection. The Edit Connection dialog box appears. 3. In the Edit Connection dialog box, click Advanced. 254 MetaFrame XP Administrator’s Guide 4. In the Advanced Connection Settings dialog box near the bottom, the first pop-up menu sets the behavior for a broken or timed-out connection. • If Inherit User Config is selected, you can’t change the setting because the connection inherits the setting from each user’s profile. • When Inherit User Config is not selected, you can select one of the following options to configure the ICA TCP connection: • Disconnect. The server places broken connections in the disconnected state. The ICA Client can reconnect automatically without any action by users. • Reset. The server resets broken connections. Automatic reconnection creates a new ICA session and requires users to re-enter credentials. Be sure to select Disconnect to set up the ICA TCP connection to work with the auto-reconnect feature. 5. Click OK to close the dialog box and the previous dialog box. Then, choose File > Exit to close Citrix Connection Configuration. ` To configure an ICA connection for individual users In the Advanced Connection Settings dialog box, if Inherit User Config is selected for the setting labeled On a broken or timed-out connection, the connection inherits the setting from each user’s profile. To view or change the setting for broken or timed-out connections, do the following to display the properties for each user. • On Windows 2000 Server family, use Computer Management to configure user profiles. Double-click a user to open the Properties dialog box. On the Sessions tab, check the setting under When a session limit is reached or a connection is broken. Select Disconnect from session to allow automatic reconnection. Chapter 11 Managing Users and ICA Sessions • 255 On TSE, use User Manager for Domains to configure user profiles. Doubleclick a user and then click Config. In the User Configuration dialog box, check the setting for On a broken or timed-out connection. Select Disconnect to allow automatic reconnection. Logging Reconnection Events To enable or disable log entries for automatic reconnection events, use the ICA Settings tab in the Properties dialog boxes for the server farm or individual MetaFrame XP servers. Logging is disabled by default. When logging is enabled, the server’s System log captures information about successful and failed automatic reconnection events to help with diagnosis of network problems. Automatic reconnection can fail if the ICA Client submits incorrect authentication information (which might occur during an attack) or the server determines that too much time has elapsed since it detected the broken connection. Each server stores information on reconnection events in its own System log. The server farm does not provide a combined log of reconnection events on all servers. Shadowing ICA Sessions You can monitor the actions of users in ICA sessions by shadowing the sessions. A shadowed session is displayed in the session of the shadower, the administrator who establishes shadowing. 256 MetaFrame XP Administrator’s Guide Shadowing an ICA session provides a powerful tool for you to assist and monitor users. Shadowing is a useful option for your Help desk staff, who can use it to aid users who have trouble using an application. Help desk personnel can view a user’s actions to troubleshoot problems and can demonstrate correct procedures. You can also use shadowing for remote diagnosis and as a teaching tool. A shadower can remotely control a shadowed session through the shadower’s mouse and keyboard, if this action has not been prohibited by options selected when MetaFrame XP was installed on the server. Tip If shadowing restrictions are selected during MetaFrame XP installation, the restrictions cannot be changed later. For more information, see “Configuring Session Shadowing” on page 74. By default, the user who will be shadowed is asked to accept or deny the request to shadow the ICA session. You can shadow multiple sessions using Citrix Management Console or the Shadow Taskbar. Shadowing From the Console When you use Citrix Management Console for shadowing, you must start each shadowing session individually; if you select multiple sessions to shadow, the Shadow command and button are not available. To start shadowing multiple sessions at once, use the Shadow Taskbar. To use Citrix Management Console for shadowing, you must have the ICA Client installed on the system with the console. The ICA Client is installed by default when you install MetaFrame XP on a server, but the client is not installed when you install Citrix Management Console separately on a workstation. You can use the Citrix ICA Client CD-ROM to install the ICA Client on a workstation. ` To shadow a session from the console 1. On the Users or Sessions tab in the right pane of the console, right-click the user or session that you want to shadow. 2. Choose Shadow from the pop-up context menu. To begin shadowing, you can also select a user or session listing and click the Shadow button on the console toolbar. Using the Shadow Taskbar To launch the Shadow Taskbar, choose Start > Programs > Citrix > MetaFrame XP > Shadow Taskbar. The Shadow Taskbar appears as a toolbar at the top of the console display. Chapter 11 Managing Users and ICA Sessions 257 Tip You can click the Shadow Taskbar button on the ICA Administrator toolbar to launch the Shadow Taskbar. When the Shadow Taskbar is running and no sessions are being shadowed, the Shadow button appears alone on the Taskbar. Click the Shadow button and the Shadow Session dialog box appears. Use the Shadow Session dialog box to select the sessions you want to shadow. You can select sessions based on the server, the application, or the users who are associated with the sessions. You can select multiple sessions in the dialog box to begin shadowing several sessions at once. Click OK to begin shadowing the selected sessions. For more information on shadowing with the Shadow Taskbar, press F1 to view online help when the Shadow Taskbar is running. Monitoring Performance of Sessions and Servers Performance monitoring counters for ICA data are installed with MetaFrame XP and can be accessed from Performance Monitor, which ships with Microsoft Windows NT 4.0, TSE and the Windows 2000 Server family. By using Performance Monitor, you can monitor the following ICA-specific counters: • Bandwidth and compression counters for ICA sessions and Citrix servers • Bandwidth counters for individual virtual channels within an ICA session • Latency counters for ICA sessions Note The entire ICA counter list is exposed only on a MetaFrame XPe server that has a license for Feature Release 1. On a MetaFrame XPa or MetaFrame XPs server, only latency-related counters are available. Performance monitoring provides valuable information about utilization of network bandwidth and helps determine if a bottleneck exists. ` To access ICA performance counters 1. Select Start > Programs > Administrative Tools > Performance. 2. Select System Monitor in the Tree view. 258 MetaFrame XP Administrator’s Guide 3. Click Add. 4. In the Add Counters dialog box, click the Performance object drop-down list and select ICA Session. The ICA performance counters are listed under Select counters from list. 5. Select All Counters to select all ICA counters available or select Select counters from list and select the individual counters you need. Chapter 11 Managing Users and ICA Sessions 259 6. Select All Instances to select all instances for the selected ICA counters or select Select instances from list and select only the instances you need. In Performance Monitor, the instance list contains all active ICA sessions, which includes any session (shadower) that is shadowing an active ICA session (shadowee). An active session is one that’s been successfully logged on to and is in use; a shadowing session is one that initiated shadowing of another ICA session. Note In a shadowing session, although you are able to select ICA counters to monitor, you will see no performance data for that session until shadowing is terminated. 7. Click Add and then click Close. You can now use Performance Monitor to view and analyze performance data for the ICA counters you added. For more information about using Performance Monitor, see your Windows documentation. C H A P T E R 12 Managing Printers for ICA Clients Users can print documents easily when they run applications on MetaFrame XP servers. For most users, printing when they use applications in ICA sessions is no different than printing from applications that run on their own computers. This chapter describes MetaFrame XP features for making printers available to ICA Clients and managing printers in MetaFrame XP server farms. This chapter includes the following topics: • Overview of Printing with MetaFrame XP, page 261 • Printer Management Features, page 265 • Setting Up Network Printers for ICA Client Users, page 270 • Installing and Replicating Printer Drivers, page 271 • Autocreation of Client Printers for DOS and WinCE, page 273 • ICA Client Settings for Printer Access, page 274 • Using the Citrix Universal Print Driver, page 275 • Limiting Printing Bandwidth in ICA Sessions, page 279 To find step-by-step instructions for using the features that are described in this chapter, use the online help feature in Citrix Management Console. For more information on printing configuration and options for ICA Clients, refer to the Client Administrator’s Guide for the ICA Clients you plan to deploy. Overview of Printing with MetaFrame XP When ICA Client users run applications that are published on MetaFrame XP servers, they can print to the following types of printers: • Printers that are connected to ports on the users’ client devices on Windows, WinCE, DOS, and Mac OS platforms 262 MetaFrame XP Administrator’s Guide • Virtual printers created for tasks such as printing from a PostScript driver to a file on a Windows client device • Shared printers that are connected to print servers on a Windows network • Printers that are connected directly to MetaFrame XP servers Configuration of Printing Devices The printers that ICA Clients can use can be categorized by connection types. You can set up three general types of printer connections in a MetaFrame XP server farm: client connections, network connections, and local connections. Therefore, this chapter refers to printers in a server farm as client printers, network printers, and local printers, depending on the type of connection they have in the farm. Client printers. The definition of a client printer depends on the ICA Client platform. • On DOS-based and WinCE client devices, a client printer is a printer that is physically connected by a cable to a port on the client device. A PC or Postscript printer connected to a serial port on a Mac OS system is also considered a client printer. • On 32-bit Windows platforms (Windows 9x, Windows NT, and Windows 2000), any printer that is set up in Windows (these printers appear in the Printers folder on the client device) is a client printer. Locally connected printers, printers that are connected on a network, and virtual printers are all client printers. Note Some virtual printers, such as a fax-modem device that is set up in the Printers folder, might not be available as a client printer in ICA sessions. When a user shares a client printer through Windows printer sharing, the printer appears as a network printer to other users. Network printers. Printers that are connected to print servers and shared on a Windows network are referred to as network printers. In Windows network environments, users can set up a network printer on their computers if they have permission to connect to the print server. When a network printer is set up for use on an individual Windows computer, the printer is a client printer for the ICA Client user of that computer. Local printers. Printers that are connected directly to MetaFrame XP servers are local printers within a particular server farm. This definition includes a printer that is connected to the MetaFrame XP server that hosts a user’s ICA session, as well as printers that are connected to other MetaFrame XP servers in the same server farm. Chapter 12 Managing Printers for ICA Clients 263 If a printer is connected to a MetaFrame XP server outside of a server farm (either the server is not a member of a server farm or is a member of a different server farm), the server farm considers the printer a network printer, not a local printer. Client Printing in ICA Sessions The following list summarizes the types of printers that can be available for an ICA Client, based on the printer definitions above. Depending on the user’s platform and the printers that exist in the farm, a user who connects to a MetaFrame XP server and runs a published application or desktop in an ICA session can print to the following: • The user’s own client printers • Network printers that are set up for the farm • Local printers on the MetaFrame XP server that hosts the user’s ICA session • Local printers on other MetaFrame XP servers that are set up for use in the farm It’s important to note that printer availability can vary with the client device. For specific information about printing capabilities, see the Client Administrator’s Guide for each ICA Client you plan to deploy. Printing Configuration Scenarios The previous section describes printers that can be used by ICA Clients. Some printers can be used without being set up specifically for use in a MetaFrame XP server farm. For example, you can make client printers available for ICA Client users on Windows devices without configuring printers on each client device. This section describes when and how you need to set up and configure printers for ICA Clients. It gives an overview of the configuration features available in MetaFrame XP through Citrix Management Console. The steps required to set up printers for use by your ICA Client users depends on the configuration of the clients, the type of printers you use and their connections, and the configuration of your application servers. For example, two scenarios for printing appear below. For more information about the printer management setup mentioned in these scenarios, see the feature descriptions later in this chapter. Scenario 1: Printers Installed on Windows Clients ICA Client users run Windows NT Workstation on their computers. Printers are already set up for all users on their client devices (so they can print from applications that they run locally). Some users have PC printers connected directly to their computers, while others print to shared network printers. 264 MetaFrame XP Administrator’s Guide In this type of environment, you can set up printers in the server farm by simply installing printer drivers on a MetaFrame XP server and using the replication feature in Citrix Management Console to distribute the drivers to all the servers in the farm. • The printers that users normally print to are available automatically when they connect to MetaFrame XP servers, because MetaFrame XP creates each user’s client printers for use during ICA sessions. • Because printer drivers installed on Windows NT Workstation computers are the same drivers you install on Windows NT 4.0 Terminal Server and Windows 2000 MetaFrame XP servers, you do not need to set up printer driver mapping. Mapping is necessary when the printer drivers you install for Windows 9x client computers and Windows servers have different names. • When users print from applications running on MetaFrame XP servers, the installed client printers appear in Windows in the following form: #clientname/ printername. The clientname is the name of the client device and printername is the name for the installed client printer. Scenario 2: Network Printers in a Mixed Environment In a typical mixed computing environment, users run ICA Clients on a variety of operating systems. Some, but not all users, might have printers connected to their client devices. Shared printers on network print servers might be available to all users, but they might not be set up because users are untrained or because administrators do not want to set up individual clients in a new network deployment or an application service provider environment. In these situations, you can make printers available easily through MetaFrame XP. MetaFrame XP can autocreate client printers for the workstations that have printers installed. For the entire user base, you can set up network printers to be used by ICA Client users on all client platforms. • You make printers that are already installed on client computers available in ICA sessions by installing printer drivers on a MetaFrame XP server and using the replication feature in Citrix Management Console to distribute the drivers to all servers in the farm. MetaFrame XP autocreates these client printers when users connect to servers in the farm. • When some users have Windows 9x client workstations, you map client printer drivers to the drivers you install on MetaFrame XP servers. This is necessary when driver names (for the same printer) are different on Windows 9x and Windows servers. Driver mapping is not necessary for Windows NT Workstation or Windows 2000 clients, which use the same printer drivers as Windows servers. Chapter 12 Managing Printers for ICA Clients 265 • You import network print servers into the MetaFrame XP server farm to make the shared printers available to all users when they connect to servers in the farm. • If some client printer drivers are not compatible with the MetaFrame XP server platforms in the farm, use the Driver Compatibility feature to prevent incompatible printer drivers from causing server errors. • When users print from applications running on MetaFrame XP servers, the installed client printers appear in Windows in the following form: #clientname/ printername. The clientname is the name of the client machine and printername is the name for the installed client printing device. • When users print to the network printers in the server farm, they see the original assigned network printer names in Windows dialog boxes. Printer Management Features Citrix Management Console provides access to all MetaFrame XP printer management features.You use Citrix Management Console to monitor and configure printers for ICA Client users in a server farm. To make changes to printer configurations, you need to log on to the console with read-write privileges. If you log on as a user with read-only privilege, you can view printer configuration information but you cannot make changes to existing settings. For information on using Citrix Management Console, see “To use Citrix Management Console” on page 122. You can use MetaFrame XP printer management features from several views in the Citrix Management Console. The first parts of this section describe the console views you can use for managing printers for ICA Client users, and the information you can monitor from the tabs in the console’s right pane. After you launch the console and log on to a Citrix server in the server farm, the left pane in the console displays the tree view of the server farm management nodes. When you select an item in the tree, the right pane displays one or more tabs. Select the Printer Management node or the Servers node, or the objects under these nodes, to use the primary printer management features in the console. 266 MetaFrame XP Administrator’s Guide Using the Printer Management Node When you select Printer Management in the console tree, the right pane displays tabs labeled Contents, Bandwidth, and Network Print Servers (the default tab). When you expand the Printer Management node, the left pane displays objects labeled Printers and Drivers in the tree. Contents Tab When you select Printer Management, the Contents tab displays objects labeled Drivers and Printers. The same objects appear in the tree under Printer Management when you expand the node. Double-clicking an object on the Contents tab is the same as selecting the object in the tree. Either action changes the right pane to display information about the object you select, and puts commands related to the object in the Actions > Printer Management submenu and on the console toolbar. Network Print Servers Tab Use the Network Print Servers tab to view the names of network print servers whose printers can be configured in the server farm. When you create a new MetaFrame XP server farm, the tab lists nothing until you import one or more network print servers. After you import print servers, the Network Print Servers tab displays the name of each print server and the date and time when the console last updated the print server information. The tab uses the time zone of the console machine for the date and time display. Importing Print Servers. Use the Network Print Servers tab when you want to import a network print server to make its printers available to the users of the server farm. When you select the tab, you can choose Import Network Print Server from the toolbar or the Actions menu. The command and toolbar button are not available when other tabs are selected. Tip Importing a network print server lets users in the server farm use a printer that is not connected to their client device. Client printers are automatically made available to users in their ICA sessions. Chapter 12 Managing Printers for ICA Clients 267 Updating Server Information. If you add printers to or remove them from a network print server, update the print server information to be sure that the console displays the available printers on the Printers tab. To do this, select a print server and use the Update Network Print Server command from the right-click menu, the toolbar, or the Actions menu. You must take this action because updating of print server information does not take place automatically. Removing Print Servers. Removing a print server removes all of its printers from the farm. This is the opposite of importing a network print server. If you remove printers, ICA Client users cannot print to them. If you want to do this, select the print server to remove, and then choose Discard Network Print Server from the right-click menu, the console toolbar, or the Actions menu. After you confirm the command, the printer server no longer appears on the Network Print Server tab and its printers do not appear on the Printers tab. Bandwidth Tab When you select Printer Management in the console tree, the Bandwidth tab displays the print stream bandwidth setting for each server in the farm. Use this tab to set or remove print stream bandwidth limits on MetaFrame XP servers and copy settings from one server to others. Limiting printing bandwidth can improve application performance for clients when printing and application data must compete for limited bandwidth. When you select a server in the list on the Bandwidth tab, you use the Edit command to change its bandwidth setting, or use the Copy command to copy its bandwidth setting to one or more servers in the farm. You can use these commands from the right-click menu, the console toolbar, or the Actions menu. When you select the Servers node in the tree, the Printer Bandwidth tab provides the same display and features as the Bandwidth tab when you select Printer Management. The Properties dialog box for each server in the farm contains a Printer Bandwidth tab that you can use to edit the server’s print stream bandwidth setting. For more information about limiting the bandwidth of print data streams, see “Limiting Printing Bandwidth in ICA Sessions” on page 279. Drivers Tab When you select Drivers in the tree, the Drivers tab in the right pane displays information about printer drivers installed on MetaFrame XP servers. Use this tab to make sure printer drivers are installed and available as necessary on servers in the farm, and to copy them to other servers. 268 MetaFrame XP Administrator’s Guide The tab lists any driver installed on a MetaFrame XP server in the farm. The tab does not list drivers that are installed on network print servers (non-MetaFrame XP servers). You must manually install drivers for all printers that ICA Client users need for printing from ICA sessions, including client printers and network printers. The driver information includes each driver’s name and operating system platform. You select a specific server from the Server drop-down menu to display the drivers installed on one server, or select (Any) to display all drivers on all servers in the farm. Use the Drivers tab to copy printer drivers to other servers in a server farm. If printer drivers are not already installed, copy the drivers to each server where ICA Client users log on and need access to the driver for printing to client printers or network printers. To copy a driver, select the driver and then use the Replicate Drivers command from the console toolbar, the right-click menu, or the Actions menu. Note Two tabs in Citrix Management Console show printer driver information. To display the drivers installed on a MetaFrame XP server, you can select the server from the Server menu on the Drivers tab, or select the server in the console tree and look at the Printer Drivers tab. You can use either tab to copy printer drivers to other servers in a farm. Printers Tab When you select Printers in the Citrix Management Console tree, the Printers tab in the right pane lists all printers that you can configure in the server farm. The list includes the following printers: • Local shared printers that you install and connect directly to MetaFrame XP servers in the farm • Network printers that are installed and connected to network print servers when you import the print servers into the farm The printer list shows the printer name, print server name, driver name, and MetaFrame XP operating system platform for each local printer. For network printers, the list shows only the printer name and print server name. You can select a local printer on the Printers tab and use the console to copy the drivers and settings for the printer to other servers. You cannot copy a driver of a network printer from this tab. (Use the Drivers tab to copy drivers from a MetaFrame XP server to other servers.) Chapter 12 Managing Printers for ICA Clients 269 Select a printer and use the Auto-Creation command to assign users to the printer. Autocreation makes a printer available in ICA sessions for the users you specify. If you want to allocate other printers to the same users, select a printer and copy its autocreation settings from this tab. Using the Servers Node When you select Servers in the Citrix Management Console tree, multiple tabs appear in the right pane. The tab that relates to printer management is the Printer Bandwidth tab. This tab displays the same information as the Bandwidth tab that appears when you select Printer Management in the console tree. See “Bandwidth Tab,” above. Printers Tab When you select a MetaFrame XP server in the console tree under the Servers node or on the Contents tab, the Printers tab displays information about a server’s local printers. The tab displays information about the printers that are connected directly to the server, if you select the Shared option when you install the printers. Printers that you do not share do not appear on the tab. This tab is similar to the Printers tab that appears when you select Printers in the console tree. However, when you select one server, the Printers tab displays only the server’s local printer information, not information about network printers in the farm. You can select a local printer on the Printers tab and use the console to replicate the drivers and settings for the printer to other servers. You can also assign users to the printer to make it available as an autocreated printer in the users’ ICA sessions. If you want to assign the same users to another printer, select the printer and copy its autocreation settings from this tab. Printer Drivers Tab When you select a MetaFrame XP server in the console tree (under the Servers node), the Printer Drivers tab lists printer drivers that are installed on the server. Select a driver name in the list to display the names of all the servers that have the driver installed. Use the Replicate Drivers command to copy the driver to other servers in the farm. You need to copy printer drivers to each server where ICA Client users log on and need access to the driver for printing to client printers or network printers. The Printer Drivers tab displays the same information as the Drivers tab displays when you select Drivers in the console tree. 270 MetaFrame XP Administrator’s Guide Setting Up Network Printers for ICA Client Users To make network printers available to ICA Client users, you import network print servers into the MetaFrame XP server farm. Doing this makes all printers that are connected to the print server available to the ICA Client users that you specify. After you install required printer drivers, ICA Client users can print to these printers in their ICA sessions. You use Citrix Management Console to perform these procedures. ` To make network printers available to ICA users The following steps outline the procedure for setting up network printers for ICA Client users. For detailed instructions, use the Help menu or click Help on the toolbar and dialog boxes in Citrix Management Console. 1. Import network printers from a network print server into the farm. Select Printer Management in Citrix Management Console, select the Network Print Servers tab, and choose Import Network Print Server. Specify the network print server to import. When the operation finishes, the print server appears on the Network Print Servers tab in the console. 2. Install the printer drivers for your network printers on a MetaFrame XP server in the server farm. Use the Replicate Drivers command to distribute the drivers to all the MetaFrame XP servers in the farm. 3. Allocate network printers to users. Select a printer on the Printers tab and choose Auto-Creation. Specify a domain and select the groups and users who need to use the printer. When a specified user logs on to a MetaFrame XP server in the farm, the printer becomes available in the user’s ICA session as if the printer were installed on the user’s client device. 4. To set up additional printers for ICA Client users, select the printer you have allocated to users. Choose Copy Auto Creation Settings to copy the printer’s user list to other printers in the farm. Tip Because you set up printers for autocreation by user account, the users can log on to applications from different client devices and use the same network printers. (Because client printers are connected directly, they are available only from the client devices where they are installed). 5. If necessary, map client printer drivers to server drivers if the driver names are different on each platform. For details, see “Mapping Printer Drivers” on page 272. Chapter 12 Managing Printers for ICA Clients 271 Installing and Replicating Printer Drivers To install printer drivers on a MetaFrame XP server, you use the standard Windows printer installation methods. The Add Printer wizard asks for information about a printer and copies the necessary driver files. You might need to insert a Windows installation CD-ROM or media from the printer manufacturer so the wizard can copy the files. When you use the wizard to install drivers on a MetaFrame XP server, the actual printer is not attached to the server. Select the Local option and select any local printer port that does not have an actual printing device connected; you can add multiple printers to one port. Tip In server farms where it’s practical do to so, install all driver files on one server. If you use MetaFrame XP on both Terminal Server and Windows 2000 servers in the farm, install driver files on a MetaFrame XP server for each platform. Once you install drivers, you can use the driver replication feature in Citrix Management Console to copy the driver files and registry settings to other servers in the server farm. Use the replication feature to save time when you install printer drivers, and to ensure that all drivers are available on all servers where ICA Clients need them, so that the ICA Client users can print to the client and network printers in the farm. Important Because printer drivers are platform-specific (designed for either Terminal Server or Windows 2000), do not replicate drivers from a MetaFrame XP server to servers on a different platform. When the Drivers tab in the console lists drivers from both platforms and you choose Replicate Drivers, the console warns you about this because you can select drivers on either platform to replicate. Setting Up Automatic Replication of Printer Drivers You can set up automatic printer driver replication so MetaFrame XP performs replication when you add a server to the farm, or when you restart a server in the farm. MetaFrame XP maintains one auto-replication list for each platform in the server farm. When you select a printer driver for replication, MetaFrame XP adds the driver to the appropriate auto-replication list. You can add or remove drivers from the auto-replication lists by choosing Auto-Replication from the Drivers tab in the console. 272 MetaFrame XP Administrator’s Guide When you edit the auto-replication list, you can use one server or any server as the source for a particular printer driver. If you specify any server, MetaFrame XP will copy the driver from any server that is available in the farm at the time of autoreplication to a new or restarted server. This setting avoids the possibility that a specific source server for a printer driver might be unavailable when new or restarted servers need to receive a printer driver. MetaFrame XP cannot replicate drivers from network printers (printers installed on network print servers) because MetaFrame XP does not have guaranteed access to the driver files. If driver replication fails because of communication errors, the console displays an error message and records the error in the server Event Log for each server where the operation failed. Mapping Printer Drivers Mapping of printer drivers refers to identifying printer drivers that have different names for the same printer on different Windows platforms. You need to use mapping if drivers you install on MetaFrame XP servers have different names than the drivers used by Windows 9x computers for their client printers. Printer mappings are listed in a Citrix file, Wtsprnt.Inf. Select Drivers in Citrix Management Console and choose Mapping from the Actions menu to manage printer driver mapping for a server farm. In the Driver Mapping dialog box, you choose a server platform (because drivers differ on Terminal Server and Windows 2000 servers) and add the names of client printer drivers that correspond to the drivers you install on MetaFrame XP servers in the farm. Note When you designate a printer driver to be incompatible for client printers in the farm (see “Managing Drivers for Client Printers” on page 272), you cannot create a printer driver mapping with the same driver. Managing Drivers for Client Printers Some printer drivers can cause server problems when users print to client printers in the server farm. Because printing to a client printer with a badly behaved driver can crash a server, you might need to prevent autocreation of client printers that use certain printer drivers. Chapter 12 Managing Printers for ICA Clients 273 If a bad driver is replicated throughout a server farm, it is difficult and time consuming to remove it from every server to prevent its use with client printers. However, you can accomplish the same result with Citrix Management Console. Use the printer driver compatibility feature to designate drivers that you want to allow or prohibit for use with client printers. The driver compatibility feature allows or prevents drivers you select from being used with client printers, but does not affect the use of drivers for printing to network printers. This is because drivers usually cause problems only with printing to client printers. Maintaining Driver Compatibility Lists MetaFrame XP has a driver compatibility list for each server platform (Terminal Server and Windows 2000). To add or remove drivers, or edit the driver names in the compatibility list, select Drivers in the console tree and choose Compatibility from the Actions menu or the console toolbar. Use the Driver Compatibility dialog box to manage the printer driver compatibility list for each server platform. You can list the printer drivers you allow or the drivers you do not allow to be used in the farm. To add drivers to the list, choose from the menu of all drivers that are installed on servers in the farm. MetaFrame XP normally sets up (autocreates) client printers for all users who have them installed on their client devices. When users log on, MetaFrame XP checks the client printer driver compatibility list before it sets up the client printers. If a printer driver is on the list of drivers that are not allowed, MetaFrame XP does not set up the printer. When the compatibility list prevents setup of a client printer, MetaFrame XP sends messages to client users and writes a message in the server’s event log. Autocreation of Client Printers for DOS and WinCE MetaFrame XP provides autocreation of client printers (printers that are locally connected to client devices) for DOS and WinCE Clients. Autocreation makes these printers available for the client user for printing from the applications they run in ICA sessions. Autocreated client printers appear in the form clientname#LPTx. The machine name of the client device replaces clientname and the printer port number replaces x. Choose Client Printers from the Printers tab in Citrix Management Console to monitor and configure printer autocreation for DOS and WinCE Clients. 274 MetaFrame XP Administrator’s Guide MetaFrame XP can make the client printers available if you set up autocreation for these ICA Clients from the console. MetaFrame 1.8 can enable autocreation of client printers only if users run the Client Printer utility in an ICA session on the client computer. MetaFrame XP servers send data to the client device to make the client printer available in ICA sessions. You can view the status of DOS and WinCE Client printers in the Client Printers dialog box from the console. In the dialog box, the word <downloaded> appears in the list when information for client printer setup has been sent from the server to the client device. Use the Client Printers dialog box to add, remove, reset, edit, and delete the configuration for DOS and WinCE client printers. These client printers are available to the individual client users only. A client printer appears in applications running on the server only during the client user’s ICA session. ICA Client Settings for Printer Access Settings that affect the autocreation of client printers appear in Citrix Connection Configuration; for more information, see the online help in that program. An overview of these settings is included here. For specific information on ICA Client capabilities and settings, refer to the Citrix ICA Client Administrator’s Guide for each ICA Client platform. If the Connect Client Printers at Logon option is selected in the connection or user profile, client printers are automatically created when users log on to ICA sessions. MetaFrame XP deletes the printers when users log off if the printers do not contain unfinished print jobs. If print jobs are present, MetaFrame XP retains the printer and its associated jobs. If you do not want autocreated printers deleted when users log off, view the Properties dialog box for the client printer from the server’s Printers folder in an ICA session. The Properties dialog box displays a Comment field that contains the text “Auto Created Client Printer” for automatically created client printers. If you modify or delete this description, MetaFrame XP does not delete the printer when a user logs off from the server. Subsequent logons by the same user employ the printer already defined and do not modify it. If users change their Windows printer settings, the settings are not automatically maintained in this case. You can preserve printers to maintain custom print settings. Chapter 12 Managing Printers for ICA Clients 275 If a user’s connection profiles do not specify Connect Client Printers at Logon, the user can connect to a client printer through Windows printer setup. MetaFrame XP does not automatically delete printers that are set up this way when users log off. Using the Citrix Universal Print Driver As described previously in this chapter, MetaFrame XP automatically creates client printers when users log on to MetaFrame XP. With autocreation of client printers, users print to their regular printers from applications that are running on MetaFrame XP servers, without having to set up their printers each time they log on. Autocreation of client printers requires drivers for client printers to be available on MetaFrame XP servers. The driver replication feature helps ease printer driver management (see “Managing Drivers for Client Printers” on page 272). However, maintaining drivers for many different printing devices can cause problems. The Citrix Universal Print Driver, a new feature provided with Feature Release 1, is designed to avoid problems with driver maintenance and other client printing issues in diverse environments. Client Printing with the Universal Driver The Citrix Universal Print Driver eliminates the need for many native printer drivers to be installed on every MetaFrame XP server in a server farm. The Universal Print Driver feature comprises the following two components: • The Citrix PCL4 Universal Driver, a standard PCL4 printer driver that is used on all MetaFrame XP servers. • A PCL4 interpreter and rendering agent that is integrated into the ICA Win32 Client. Version 6.20 or later of the ICA Win32 Client is required. When using this feature, the user prints from an application and the Citrix PCL4 Universal Driver on the server generates a print job in PCL4 format. The server sends the PCL4 print job to the ICA Client, where the PCL4 interpreter renders the print job. The client uses the local printer driver and print services to output the rasterized print job on the client printer. The PCL4 interpreter in the ICA Client rasterizes print pages in monochrome at 300 dots per inch (dpi) resolution. The universal driver feature works with any client printer, including PCL, PostScript, and Windows printers. Color images can be printed in grayscale (dithered black and white) on color printers. The PCL4 interpreter does not support special printer options or features such as duplex printing. 276 MetaFrame XP Administrator’s Guide To use the Universal Print Driver feature, you do not need to install a printer driver on MetaFrame XP servers. Installation of Feature Release 1 registers the Citrix PCL4 Universal Driver so it is available on the servers. The Citrix PCL4 Universal Driver is listed on the Drivers tab in Citrix Management Console after installation. Note Apply Service Pack 1 to Citrix Management Console 1.0 if Feature Release 1 options are not available. See “Updating Citrix Management Console” on page 108. Benefits of Using the Universal Driver With the Universal Print Driver feature, you can avoid the following issues: • Some native printer drivers, especially those that do not use an advanced page description language such as PCL or PostScript, generate very large print files. These files can cause unacceptable delays when print jobs are spooled from the server to the client over a WAN or other slow connection. • Many printer drivers are not well tested in a terminal server environment. Some drivers cause frequent system crashes and spooler faults. Installing many printer drivers for a large user base can destabilize servers. • Although driver maintenance is more convenient with MetaFrame XP, the effort required to obtain, install, and manage many different printer drivers for a diverse environment can be substantial. Even with careful maintenance, drivers required for printing to every device might not be installed in the server farm. Missing drivers prevent autocreation of client printers for users. Licensing Requirements The Citrix Universal Print Driver feature is available with Feature Release 1 for MetaFrame XP and requires Feature Release 1 licensing. Feature release licensing refers to product and connection licenses. Each server requires a Feature Release 1 product license count. Each ICA Client connection requires a Feature Release 1 connection license count. The printer options described in this section do not appear in Citrix Management Console if Feature Release 1 licenses are not installed in the server farm. Also, the console must be updated with Service Pack 1 (when it is on a non-MetaFrame XP workstation) for the options to appear. For more information on licensing requirements and purchases, consult with your Citrix authorized reseller. Chapter 12 Managing Printers for ICA Clients 277 Configuring the Universal Driver for Client Printing To configure printing options for the server farm, right-click Printer Management in the Citrix Management Console tree and choose Properties. Use the Client Printers tab to configure the universal driver feature. The options on the tab let you control the automatic creation of client printers and the use of printer drivers. Configuring Client Printer Autocreation These options control which printers are auto-created for users. By default, AutoCreate Client Printer Connections at Login is selected, and you can specify which printers are auto-created by selecting one of the following options. If you clear this option, no client printers are automatically created; users can set up connections to network printers manually. The default setting results in autocreation when each user logs on. Default client printer only. This option specifies that only the printer specified as the default printer on each client device is auto-created. 278 MetaFrame XP Administrator’s Guide Local (non-network) client printers only. This option specifies that only printers that are directly connected to LPT, COM, or USB ports on the client device and configured for the current user are auto-created. All client printers. This option specifies that all client printers that are configured for the user are auto-created. Use connection settings for each server. This option specifies that client printers are auto-created according to the printer autocreation option that is specified for the connection used for the ICA session. This is the default setting. The printer autocreation setting does not change when you install Feature Release 1. The term connection here refers to the virtual ports on MetaFrame XP servers, which are associated with a network protocol. To change the connection configuration, launch Citrix Connection Configuration (choose Start > Programs > Citrix > MetaFrame XP > Citrix Connection Configuration) and click Client Printers. This utility provides the option to auto-create the default client printer or all client printers. The configuration can be different for each connection type on each MetaFrame XP server. Specifying Printer Drivers for Client Printing When client printers are auto-created, you can specify whether they use native printer drivers (which must be installed on the server) or the Universal Print Driver feature by selecting from the following options: Native Drivers Only. This option disables the Universal Print Driver feature. All client printers are auto-created if the native drivers are installed on MetaFrame XP servers. Universal Driver Only. This option enables the Universal Print Driver feature and auto-creates client printers with the Citrix PCL4 Universal Driver on the server. Other printer drivers installed on MetaFrame XP servers are not used for any client print jobs. Select this option if you want all client printing to use the Citrix Universal Print Driver feature. Both Universal and Native Drivers. This option specifies that two versions of each client printer are auto-created: one with the Citrix PCL4 Universal Driver and the other with the printer’s native driver (if it is installed on the server). Users can select to print to either printer instance. This option is useful if users need to access special printer features occasionally. Users can identify the universal driver by the text “[MF:PCL4]” at the end of the printer name. Chapter 12 Managing Printers for ICA Clients 279 Universal Driver Only if Native Driver Unavailable. This is the default option. It specifies that client printers are auto-created with the native driver for each printer, if it is available. If the driver is not available on the server, the client printer is autocreated with the Citrix PCL4 Universal Driver. Select this option for fault tolerance; it allows users to print even if native drivers for their printing devices are not available or are incompatible with terminal server systems. Limiting Printing Bandwidth in ICA Sessions When users access MetaFrame XP servers through slower networks or dial-up connections, data sent during printing can affect video updates and application performance. To achieve the best performance for some ICA Client users, you can limit the bandwidth used by print data streams in ICA sessions. By limiting the data transmission rate for printing, you make more bandwidth available in the ICA data stream for transmission of video, keystrokes, and mouse data. More available bandwidth can help prevent degradation of the user experience during printing. Use Citrix Management Console to limit printing bandwidth in the server farm. You can set limits on individual servers and copy the bandwidth setting from one server to one or more other servers. You can monitor the current bandwidth setting when you select the Printer Management node or the Servers node in the console tree. For more information on views for bandwidth management, see “Using the Printer Management Node” on page 266 and “Bandwidth Tab” on page 267. APPENDIX A MetaFrame XP Commands This appendix describes MetaFrame XP commands. These commands must be run from the command prompt on a MetaFrame XP server. They provide additional methods for maintaining and configuring MetaFrame XP servers and server farms. Command Description acrcfg Configure auto-reconnect settings altaddr Specify server alternate IP address app Run application execution shell auditlog Generate server logon/logoff reports change client Change ICA Client device mapping chfarm Change the server farm membership of the server clicense Maintain Citrix licenses cltprint Set the number of ICA Client printer pipes ctxxmlss Change the XML Service port number dsmaint Configure the IMA data store icaport Configure TCP/IP port number query View information about server farms, processes, servers, ICA sessions, and users twconfig Configure ICA display settings 282 MetaFrame XP Administrator’s Guide ACRCFG Use acrcfg to configure auto-reconnect settings on a MetaFrame XP server or server farm. Syntax acrcfg [/server:servername | /farm] [/query | /q] acrcfg [/server:servername | /farm] [/enable:on | off] [/logging:on | off] acrcfg [/server:servername] [/inherit:on | off] [/enable:on | off] [/logging:on | off] acrcfg /? Parameters servername The name of a MetaFrame XP server. Options /query, /q Query current settings. /server The server to be viewed or modified by the other command line options. The server specified by servername must be in the same server farm as the server on which the command is run. This option and the /farm option are mutually exclusive. The local server is the default if neither /server nor /farm is indicated. /farm The options on the command line after /farm are applied to the entire server farm. /inherit:on | off To use the auto-reconnect setting from the server farm set /inherit to on for a server. To disregard the server farm auto-reconnect setting, set /inherit to off. By default, this is set to on for a server. /enable:on | off To enable auto-reconnect for a server or a server farm, set /enable to on. Servers inherit the server farm setting unless /inherit is off. To disable autoreconnect for a server or server farm, set /enable to off. /enable is set to on for both a server and a server farm by default. Appendix A MetaFrame XP Commands 283 /logging:on | off To enable logging of client reconnects for a server or server farm, set to on. To disable logging, set to off. Logging is set to off for both servers and server farms by default. /? Displays the syntax for the utility and information about the utility’s options. Remarks Auto-reconnect disconnects a broken session and reconnects it. The user’s current workspace is preserved and the user is restored to the same place in the application. Intentional disconnections by users do not trigger auto-reconnect. The autoreconnect feature is enabled by default. Use /query or /q to display the current settings. The /enable and /logging options are valid with either /server or /farm, but /inherit is not used with /farm. If neither /server nor /farm is selected and the /inherit, /enable, or /logging options are used, they are applied to the local server. When /logging is no longer valid it disappears from later queries. If /logging is on and you set /enable to off, there is no longer anything to log, so the logging line is no longer shown in a query. A query shows the enable setting whether or not it’s in effect, but acrcfg will not change the enable setting on the server if inherit is enabled. Examples The next four commands disable auto-reconnect on the server farm, show the results, enable auto-reconnect and logging from the local server, and show the results. C:\>acrcfg /farm /enable:off Update successful C:\>acrcfg /farm /q Auto Client Reconnect Info for Server: Farm ENABLED: off C:\>acrcfg /inherit:off /enable:on /logging:on Update successful C:\>acrcfg /q Auto Client Reconnect Info for Server: Local Server INHERIT: off ENABLED: on LOGGING: on 284 MetaFrame XP Administrator’s Guide Security Restrictions You must be a Citrix administrator to make changes. Appendix A MetaFrame XP Commands 285 ALTADDR Use altaddr to query and set the alternate (external) IP address for a MetaFrame XP server. The alternate address is returned to ICA Clients that request it and is used to access a MetaFrame XP server that is behind a firewall. Syntax altaddr [/server:servername] [/set alternateaddress ] [/v] altaddr [/server:servername] [/set adapteraddress alternateaddress] [/v] altaddr [/server:servername] [/delete] [/v] altaddr [/server:servername] [/delete adapteraddress] [/v] altaddr [/?] Parameters servername The name of a MetaFrame XP server. alternateaddress The alternate IP address for a MetaFrame XP server. adapteraddress The local IP address to which an alternate address is assigned. Options /server:servername Specifies the Citrix server on which to set an alternate address. Defaults to the current Citrix server. /set Sets alternate TCP/IP addresses. If an adapteraddress is specified, alternateaddress is assigned only to the network adapter with that IP address. /delete Deletes the default alternate address on the specified server. If an adapter address is specified, the alternate address for that adapter is deleted. /v (verbose) Displays information about the actions being performed. /? Displays the syntax for the utility and information about these options. 286 MetaFrame XP Administrator’s Guide Remarks The MetaFrame server subsystem reads the altaddr settings for server external IP addresses at startup only. If you use altaddr to change the IP address setting, you must restart the IMA service for the new setting to take effect. However, if you restart the IMA service when the MetaFrame server has active ICA sessions, you will disconnect the ICA sessions. If altaddr is run without any parameters, it displays the information for alternate addresses configured on the current server. Examples Set the server’s alternate address to 1.1.1.1: altaddr /set 1.1.1.1 Set the server’s alternate address to 1.1.1.1 on the network interface card whose adapter address is 2.2.2.2: altaddr /set 2.2.2.2 1.1.1.1 Security Restrictions None. Appendix A MetaFrame XP Commands 287 APP App is a script interpreter for secure application execution. Use App to read execution scripts that copy standardized “Ini” files to user directories before starting an application, or to perform application-related cleanup after an application terminates. The script commands are described below. Syntax app scriptfilename Parameter scriptfilename The name of a script file containing app commands (see script commands below). Remarks If no scriptfilename is specified, app displays an error message. The Application Execution Shell reads commands from the script file and processes them in sequential order. The script file must reside in the %SystemRoot%\Scripts directory. Script Commands The script commands are: copy sourcedirectory\filespec targetdirectory Copies files from sourcedirectory to targetdirectory. Filespec specifies the files to copy and can include wild cards (*,?). delete directory\filespec Deletes files owned by a user in the directory specified. Filespec specifies the files to delete and can include wild cards (*,?). See the Examples section for more information. deleteall directory\filespec Deletes all files in the directory specified. execute Executes the program specified by the path command using the working directory specified by the workdir command. path executablepath Executablepath is the fully qualified name of the executable to be run. 288 MetaFrame XP Administrator’s Guide workdir directory Sets the default working directory to the path specified by directory. Script Parameters directory A directory or directory path. executablepath The fully qualified name of the executable to be run. filespec Specifies the files to copy and can include wildcards (*,?). sourcedirectory The directory and path from which files are to be copied. targetdirectory The directory and path to which files are to be copied. Examples The following script file runs the program Sol.exe: PATH C:\Wtsrv\System32\Sol.exe WORKDIR C:\Temp EXECUTE The following script file runs the program Notepad.exe. When the program terminates, the script deletes files in the Myapps\Data directory created for the user who launched the application: PATH C:\Myapps\notepad.exe WORKDIR C:\Myapps\Data EXECUTE DELETE C:\Myapps\Data\*.* The following script file copies all the Wri files from the directory C:\Write\Files, executes Write.exe in directory C:\Temp.wri, and then removes all files from that directory when the program terminates: PATH C:\Wtsrv\System32\Write.exe WORKDIR C:\Temp.wri COPY C:\Write\Files\*.wri C:\Temp.wri EXECUTE DELETEALL C:\Temp.wri\*.* Appendix A MetaFrame XP Commands 289 The following example demonstrates using the script file to implement a front-end registration utility before executing the application Coolapp.exe. You can use this method to run several applications in succession: PATH C:\Regutil\Reg.exe WORKDIR C:\Regutil EXECUTE PATH C:\Coolstuff\Coolapp.exe WORKDIR C:\Temp EXECUTE DELETEALL C:\Temp Security Restrictions None. 290 MetaFrame XP Administrator’s Guide AUDITLOG Auditlog generates reports of logon/logoff activity for a MetaFrame server based on the Windows NT Server security event log. To use auditlog, you must first enable logon/logoff accounting. You can direct the auditlog output to a file. Syntax auditlog [username | session] [/eventlog:filename] [/before:mm/dd/yy] [/after:mm/dd/yy] [[/write:filename] | [/detail | /time] [/all]] auditlog [username | session] [/eventlog:filename] [/before:mm/dd/yy] [/after:mm/dd/yy] [[/write:filename] | [/detail] | [/fail ] | [ /all]] auditlog [/clear:filename] auditlog [/?] Parameters filename The name of the eventlog output file. session Specifies the session ID for which to produce a logon/logoff report. Use this parameter to examine the logon/logoff record for a particular session. mm/dd/yy The month, day, and year (in two-digit format) to limit logging. username Specifies a username for which to produce a logon/logoff report. Use this parameter to examine the logon/logoff record for a particular user. Options /eventlog:filename Specifies the name of a backup event log to use as input to auditlog. You can back up the current log from the Event Log Viewer by using auditlog /clear:filename. /before:mm/dd/yy Reports on logon/logoff activity only before mm/dd/yy. /after:mm/dd/yy Reports on logon/logoff activity only after mm/dd/yy. Appendix A MetaFrame XP Commands 291 /write:filename Specifies the name of an output file. Creates a comma-delimited file that can be imported into an application, such as a spreadsheet, to produce custom reports or statistics. It generates a report of logon/logoff activity for each user, displaying logon/logoff times and total time logged on. If filename exists, the data is appended to the file. /time Generates a report of logon/logoff activity for each user, displaying logon/logoff times and total time logged on. Useful for gathering usage statistics by user. /fail Generates a report of all failed logon attempts. /all Generates a report of all logon/logoff activity. /detail Generates a detailed report of logon/logoff activity. /clear:filename Saves the current event log in filename and clears the event log. This command does not work if filename already exists. /? Displays the syntax for the utility and information about the utility’s options. Remarks Auditlog provides logs you can use to verify system security and correct usage. The information can be extracted as reports or as comma-delimited files that can be used as input to other programs. You must enable logon/logoff accounting on the local server to collect the information used by auditlog. To enable logon/logoff accounting, log on as a local administrator and enable logon/logoff accounting with User Manager for Domains (Windows NT) or with Audit Policy in Microsoft Management Console (Windows 2000). Security Restrictions None. 292 MetaFrame XP Administrator’s Guide CHANGE CLIENT Change client changes the current disk drive, COM port and LPT port mapping settings for an ICA Client device. Syntax change client [/view | /flush | /current] change client [{/default | [/default_drives] | [/default_printers]} [/ascending]] [/noremap] [/persistent] [/force_prt_todef] change client [/delete host_device] [host_device client_device] [/?] Parameters host_device The name of a device on the host server to be mapped to a client device. client_device The name of a device on the client to be mapped to host_device. Options /view Displays a list of all available client devices. /flush Flushes the client drive mapping cache. This action forces the server and the client to resynchronize all disk data. See Remarks for more information. /current Displays the current ICA Client device mappings. /default Resets host drive and printer mappings to defaults. /default_drives Resets host drive mappings to defaults. /default_printers Resets host printer mappings to defaults. /ascending Uses ascending, instead of descending, search order for available drives and printers to map. This option can be used only with /default, /default_drives, or /default_printer. Appendix A MetaFrame XP Commands 293 /noremap If /noremap is specified, client drives that conflict with MetaFrame drives are not mapped. /persistent Saves the current client drive mappings in the client device user’s profile. /force_prt_todef Sets the default printer for the client session to the default printer on the client’s Windows desktop. /delete host_device Deletes the client device mapping to host_device. /? (help) Displays the syntax for the utility and information about the utility’s options. Remarks Typing change client with no parameters displays the current ICA Client device mappings; it is equivalent to typing change client /current. Use change client host_device client_device to create a client drive mapping. This maps the client_device drive letter to the letter specified by host_device; for example, change client v: c: maps client drive C to drive V on the MetaFrame server. The /view option displays the share name, the share type, and a comment describing the mapped device. Sample output for change client /view follows: C:>change client /view Available Shares on client connection ICA-tcp#7 Sharename Type Comment \\Client\A: Disk Floppy \\Client\C: Disk FixedDrive \\Client\D: Disk CdRom \\Client\LPT1: Printer Parallel Printer \\Client\COM1: Printer Serial Printer 294 MetaFrame XP Administrator’s Guide The /flush option flushes the client drive cache. This cache is used to speed up access to client disk drives by retaining a local copy of the data on the MetaFrame server. The timeout for hard drive cache entries is ten minutes and the timeout for diskette data is five seconds. If the client device is using a multitasking operating system and files are created or modified, the MetaFrame server does not know about the changes. Flushing the cache forces the data on the MetaFrame server to be synchronized with the client data. The cache timeout for diskettes is set to five seconds because diskette data is usually more volatile; that is, the diskette can be removed and another diskette inserted. The /default option maps the drives and printers on the client device to mapped drives and printers on the MetaFrame server. A and B Drives are always mapped to drives A and B on the MetaFrame server. Hard drives are mapped to their corresponding drive letters if those drive letters are available on the MetaFrame server. If the corresponding drive letter is in use on the MetaFrame server, the default action is to map the drive to the highest unused drive letter. For example, if both machines have drives C and D, the client drives C and D are mapped to V and U respectively. These default mappings can be modified by the /ascending and /noremap options. The /default_printers option resets printer mappings to defaults. /default_printers attempts a one-to-one mapping of all client printers; for example, the client’s LPT1 and LPT2 ports are mapped to the server’s LPT1 and LPT2 ports. If the /ascending option is specified, the mapping is done in ascending order. The /default_drives option resets host drive mappings to defaults. /default_drives attempts a one-to-one mapping of all client drives; for example, client drives A and B are mapped to server drives A and B. Hard drives are mapped to their corresponding drive letters if those drive letters are available on the MetaFrame server. If the corresponding drive letter is in use on the MetaFrame server, the default action is to map the drive to the highest unused drive letter. For example, if both machines have drives C and D, the client drives C and D are mapped to V and U respectively. If the /ascending option is specified, the mapping is done in ascending order. The /ascending option causes the mapping to occur in ascending drive letter order. For example, if the first two available drive letters on the MetaFrame server are I and J, drives C and D in the preceding example are mapped to I and J respectively. The /noremap option causes the mapping to skip drive letters occupied on the MetaFrame server. For example, if the MetaFrame server has a C drive but no D drive, the client’s C drive is mapped to D on the server, but the client’s D drive is not mapped. The /persistent option causes the current device mappings to be saved in the user’s profile. Drive conflicts can occur if the /persistent option is in use, and the user Appendix A MetaFrame XP Commands 295 logs on from a client device that has a different disk drive configuration, or logs on to a MetaFrame server that has a different disk drive configuration. The /force_prt_todef option sets the default printer for the ICA session to the default printer on the client’s Windows desktop. Security Restrictions None. 296 MetaFrame XP Administrator’s Guide CHFARM Chfarm is used to change the farm membership of a MetaFrame XP server. Syntax Chfarm Remarks You can use chfarm when you want to move a MetaFrame XP server from its current server farm. You can move the server to an existing IMA-based server farm or create a new server farm at the same time that you move the server. The Chfarm utility is available on the MetaFrame XP CD-ROM. This utility must be run from the CD-ROM, because it accesses IMA installation information. When you run chfarm, it stops the IMA service on the server. The data store configuration part of the MetaFrame XP Setup wizard appears. On the first page, you can select an option to join an existing IMA-based server farm or create a new server farm and then click Next. The wizard continues and you specify an existing data store (to join an existing server farm) or set up a new data store (if you create a new server farm). For information about data store setup and server farm configuration, see “Data Store Configuration” on page 85. After the farm membership is changed or a new farm is created, reboot the MetaFrame XP server. When you create a new farm using chfarm, no Citrix administrator accounts are set up in the Citrix Management Console. To set up a Citrix administrator account for the new farm, you must use Citrix Management Console to log on to the server farm as a local administrator of the MetaFrame XP server Do not remove a server that hosts a server farm’s data store from the server farm. Doing so renders the farm unstable. Appendix A MetaFrame XP Commands 297 CLICENSE You can use clicense to add, remove, query, and maintain license information for MetaFrame XP servers within a Citrix server farm. For more information about Citrix licensing, see “Licensing MetaFrame XP” on page 145. Syntax clicense [add serial_number] clicense [remove license_string] clicense [force_remove license_string] clicense [activate license_string activation_code] clicense [assign license_set_id server_name number_to_assign] clicense [strings] clicense [products] clicense [connections] clicense [servers_using license_set_id] clicense [in_use_by server_name] clicense [in_set license_set_id] clicense [sets_in license_string] clicense [assigned_to server_name] clicense [servers_assigned license_set_id] clicense [available_for_assignment license_set_id] clicense [read_db [file_name]] clicense [refresh] clicense [help option] Parameters activation_code The license activation code. This is obtained from the Citrix Product Activation System (http://www.citrix.com/activate). file_name The name of the licensing database file. option The name of a clicense option. 298 MetaFrame XP Administrator’s Guide license_string The license number. A license number consists of seven groups of five characters each: xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx. Each license number has an associated serial number which consists of five groups of five characters each: xxxxx-xxxxx-xxxxx-xxxxx-xxxxx. license_set_id The license set ID number. number_to_assign The number of license counts to assign to a specified server. serial_number The license serial number. This number is located on the software packaging. See license_string. server_name The name or IP address of a Citrix server. Use a period (.) to specify the local server. Options add serial_number Use to add serial numbers to the license store. This returns the added license string. remove license_string Use to remove a license string from the license store, provided it does not have active assignments. force_remove license_string Use to force the removal of a license string from the license store. Active assignments are dropped. activate license_string activation_code Activates a license string in the license store. assign license_set_id server_name number_to_assign Assigns licenses from the specified license set to the specified MetaFrame XP server. To specify the local server, enter a period (.). strings Retrieves a list of all installed license strings. products Retrieves a list of all the installed product licenses. connections Retrieves a list of all installed connection licenses. Appendix A MetaFrame XP Commands 299 servers_using license_set_id Retrieves a list of all servers that are using a license from the specified license set. in_use_by server_name Queries and returns the license sets currently in use by the specified server. in_set license_set_id Returns a list of all strings that contribute licenses to a set. sets_in license_string Returns a list of all license sets to which a string contributes. assigned_to server_name Returns the license sets that are assigned to the specified server. servers_assigned license_set_id Returns the servers to which the specified license set is assigned. available_for_assignment license_set_id Returns the number of activated licenses in a license set that can be assigned. read_db [file_name] Reads license database configuration files into the license store. If a file name is specified, only files whose names begin with the specified file name are read into the license store. refresh Refreshes all licensing data. help option Provides additional information about the specified option. Remarks Citrix Management Console provides a graphical user interface with the same functionality as the clicense command for managing Citrix licenses. Security Restrictions The commands add, remove, force_remove, activate, assign, and read_db can be executed only by a member of the Citrix Administrators group on the local machine. 300 MetaFrame XP Administrator’s Guide CLTPRINT Use cltprint to set the number of printer pipes for the client print spooler. Syntax cltprint [/q] [/pipes:nn] [/?] Options /q Displays the current number of printer pipes. /pipes:nn Sets the specified number of printer pipes. This number represented by nn must be from 10 to 63. /? Displays the syntax for the utility and information about the utility’s options. Remarks Printer pipes are used to send data from applications to client print spoolers. The number of pipes specifies the number of print jobs that can be sent to the spooler simultaneously. The default number of printer pipes is ten. The Spooler service must be stopped and restarted after changing the number of pipes. Print jobs already spooled continue printing. Print jobs sent to the spooler trigger an error message while the service is stopped. Make sure no users start printing during the time the Spooler service is stopped. Security Restrictions None. Appendix A MetaFrame XP Commands 301 CTXXMLSS Use ctxxmlss to change the Citrix XML Service port number. Syntax ctxxmlss [/rnnn] [/u] [/knnn] [/?] Options /rnnn Changes the port number for the Citrix XML Service to nnn. /u Unloads Citrix XML Service from memory. /knnn Keeps the connection alive for nnn seconds. The default is nine seconds. /? Displays the syntax for the utility and information about the utility’s options. Remarks For more information, see “Changing the Citrix XML Service Port” on page 96. Security Restrictions None. 302 MetaFrame XP Administrator’s Guide DSMAINT Use dsmaint to configure the IMA data store for a Citrix server farm. Syntax dsmaint config [/user:username] [/pwd:password] [/dsn:filename] dsmaint backup destination_path dsmaint failover direct_server dsmaint compactdb [/ds] [/lhc] dsmaint migrate [{ /srcdsn:dsn1 /srcuser:user1 /srcpwd:pwd1}] [{/dstdsn:dsn2 /dstuser:user2 /dstpwd:pwd2}] dsmaint publishsqlds {/user:username /pwd:password} dsmaint /recover dsmaint /recreatelhc dsmaint [/?] Parameters destination_path Path to the backup data store. dsn1 The name of the source data store. dsn2 The name of the destination data store filename The name of the data store. direct_server The name of the new direct server for IMA data store operations. password The password to connect to the data store. pwd1 The source data store password. pwd2 The destination data store password. user1 The source data store user logon. Appendix A MetaFrame XP Commands 303 user2 The destination data store user logon. username The name of the user to use when connecting to the data store. Options config Changes configuration parameters used by IMA to connect to the data store. /user:username The username to connect to a data store. /pwd:password The password to connect to a data store. /dsn:filename The filename of an IMA data store. backup Creates a backup copy of the Access database that is the farm’s data store. Run this command on the server that hosts the data store. Requires a path or share point to which the database file will be copied. The backup command cannot be used to create backups for Oracle or SQL data stores. failover Switches the server to use a new direct server for IMA data store operations. compactdb Compacts the Access database file. /ds Specifies the database is to be compacted immediately. If the IMA service is running, this can be executed from the direct server or an indirect server. If the IMA service is not running, this can be executed only on the direct server. /lhc Specifies the local host cache is to be compacted immediately. migrate Migrate data from one data store to another. Use this command to move a data store to another server, rename a data store in the event of a server name change, or migrate the data store to an Oracle or SQL Server database. /srcdsn:dsn1 The name of the data store from which to migrate data. /srcuser:user1 The username to use to connect to the data store from which the data is migrating. 304 MetaFrame XP Administrator’s Guide /srcpwd:pwd1 The password to use to connect to the date store from which the data is migrating. /dstdsn:dsn2 The name of the data store to which to migrate the data. /dstuser:user2 The username to use to connect to which the data store the data is migrating. /dstpwd:pwd2 The password to use to connect to which the data store the data is migrating. publishsqlds Publishes a MetaFrame data store to allow replication. recover Restores an Access data store to its last known good state. This must be executed on the direct server while the IMA service is not running. /recreatelhc Recreates the local host cache database. /? Displays the syntax for the utility and information about the utility’s options. Remarks compactdb During database compaction, the database is temporarily unavailable for both reading and writing. The compaction time can vary from a few seconds to a few minutes, depending on the size of the database and the usage. config For Access databases, this command resets the password used to protect the database, setting the matched security context to allow IMA access to this database. You must stop the IMA service before using config with the /pwd option. Warning You must specify a /dsn for dsmaint config or you will change the security context for access to the SQL or Oracle database. migrate Databases can be migrated from Access to SQL or Oracle and between SQL and Oracle. Appendix A MetaFrame XP Commands 305 Important By default, the Access database does not have a user name or password. When migrating a database from Access, leave the /srcuser: and /srcpwd: parameters blank. The connection to a local Access database is based on the host server’s name. If the name of the server changes, use migrate to change the name of the database. publishsqlds Execute publishsqlds only from the server that created the farm. The publication will be named MFXPDS. Security Restrictions The dsmaint config and dsmaint migrate commands can be executed only by a user with the correct username and password for the database. 306 MetaFrame XP Administrator’s Guide ICAPORT Use icaport to query or change the TCP/IP port number used by the ICA protocol on the MetaFrame XP server. Syntax icaport {/query | /port:nnn | /reset} [/?] Options /query Queries the current setting. /port:nnn Changes the TCP/IP port number to nnn. /reset Resets the TCP/IP port number to 1494, which is the default. /? Displays the syntax for the utility and information about the utility’s options. Remarks The default port number is 1494. The port number must be in the range of 0–65535 and must not conflict with other well-known port numbers. If you change the port number, restart the server for the new value to take effect. If you change the port number on the MetaFrame XP server, you must also change it on every ICA Client that will connect to that server. For instructions for changing the port number on ICA Clients, see the Citrix ICA Client Administrator’s Guide for the ICA Clients that you plan to deploy. Examples To set the TCP/IP port number to 5000: icaport /port:5000 To reset the port number to 1494: icaport /reset Security Restrictions Only Citrix administrators can run icaport. Appendix A MetaFrame XP Commands 307 QUERY Use query to display information about server farms, processes, servers, sessions, terminal servers, and users within the network. Query Farm Syntax query farm [server [/addr | /app | /app appname | /load]] query farm [/tcp ] [ /ipx ] [ /netbios ] [ /continue ] query farm [ /app | /app appname | /disc | /load | /process] query farm [/online | /online zonename] query farm [/offline | /offline zonename] query farm [/zone | /zone zonename] query farm [/?] Parameters appname The name of a published application. server The name of a server within the farm. zonename The name of a zone within the farm. Options farm Displays information about servers within an IMA-based server farm. server /addr Displays address data for the specified server. /app Displays application names and server load information for all servers within the farm, or for a specific server. /app appname Displays information for the specified application and server load information for all servers within the farm, or for a specific server. /continue 308 MetaFrame XP Administrator’s Guide Don’t pause after each page of output. /disc Displays disconnected session data for the farm. /ipx Displays IPX data for the farm. /load Displays server load information for all servers within the farm, or for a specific server. /netbios Displays NetBIOS data for the farm. /process Displays active processes for the farm. /tcp Displays TCP/IP data for the farm. /online Displays severs online within the farm and all zones. The data collectors are represented by the notation “D”. /online zonename Displays severs online within a specified zone. The data collectors are represented by the notation “D”. /offline Displays severs offline within the farm and all zones. The data collectors are represented by the notation “D”. /offline zonename Displays severs offline within a specified zone. The data collectors are represented by the notation “D”. /zone Displays all data collectors in all zones. /zone zonename Displays the data collector within a specified zone. /? Displays the syntax for the utility and information about the utility’s options. Remarks Query farm returns information for IMA-based servers within a MetaFrame XP server farm. Appendix A MetaFrame XP Commands Security Restrictions None. Query Process Syntax query process [ * | processid | username | sessionname | /id:nn | programname ] [ /server:servername ] [ /system ] query process [/?] Parameters * Displays all visible processes. processid The three- or four-digit ID number of a process running within the farm. programname The name of a program within a farm. servername The name of a server within the farm. sessionname The name of a session, such as ica-tcp#7. username The name of a user connected to the farm. Options process Displays information about processes running on the current server. process * Displays all visible processes on the current server. process processid Displays processes for the specified processid. process username Displays processes belonging to the specified user. process sessionname Displays processes running under the specified session name. process /id:nn 309 310 MetaFrame XP Administrator’s Guide Displays information about processes running on the current server by the specified ID number. process programname Displays process information associated with the specified program name. process /server:servername Displays information about processes running on the specified server. If no server is specified, the information returned is for the current server. process /system Displays information about system processes running on the current server. /? Displays the syntax for the utility and information about the utility’s options. Security Restrictions None. Query Server Syntax query server [ server [/ping [/count:n] [/size:n] | /stats | /reset | /load | /addr]] query server [/tcp] [/ipx] [/netbios] [/tcpserver:x] [/ipxserver:x] query server [/netbiosserver:x] query server [/license | /app | /gateway | /serial | /disc | /serverfarm | /video] query server [/continue] [/ignore] [/?] Parameters n The number of times to ping a server (the default is five times), or the size of ping buffers (the default is 256 bytes). server The name of a server within the farm. x The default TCP, IPX, or NetBIOS server address. Appendix A MetaFrame XP Commands Options server server Displays transport information for the specified server. /addr Displays address information for the specified server. /app Displays application names and server load for the specified server. /continue Don’t pause after each page of output. /count:n Number of times to ping the specified server. /disc Displays disconnected session data on the current server. /gateway Displays configured gateway addresses for the current server. /ignore Ignore warning message about interoperability mode. /ipx Displays IPX data for the current server. /ipxserver:x Defines the IPX default server address. /license Displays user licenses for the current server. /load Displays local data on the specified server. /netbios Displays NetBIOS data for the current server. /netbiosserver:x Defines the NetBIOS default server address. /ping Pings selected server. The default is five times. /reset Resets the browser statistics on the specified server. /serial Displays license serial numbers for the current server. /serverfarm Displays server farm names and server load. 311 312 MetaFrame XP Administrator’s Guide /size:n Size of ping buffers. The default is 256 bytes. /stats Displays the browser statistics on the specified server. /tcp Displays the TCP/IP data for the current server. /tcpserver:x Defines the TCP/IP default server address. /video Displays VideoFrame data for the current server. /? Displays the syntax for the utility and information about the utility’s options. Remarks Query server displays data about the Citrix servers present on a network within a server farm running in interoperability mode. It shows all ICA Browser-based and IMA-based servers within the farm, even if the server is not currently connected to the farm. Security Restrictions None. Query Session Syntax query session [sessionname | username | sessionid] query session [/server:servername] [/mode] [/flow] [/connect] [/counter] query session [/?] Parameters servername The name of a server within the farm. sessionname The name of a session, such as “ica-tcp#7”. sessionid The two-digit ID number of a session. Appendix A MetaFrame XP Commands 313 username The name of a user connected to the farm. Options session sessionname Identifies the specified session. session username Identifies the session associated with the user name. session sessionid Identifies the session associated with the session ID number. session /server:servername Identifies the sessions on the specified server. session /mode Displays the current line settings. session /flow Displays the current flow control settings. session /connect Displays the current connection settings. session /counter Displays the current Terminal Services counter information. /? Displays the syntax for the utility and information about the utility’s options. Security Restrictions None. Query Termserver Syntax query termserver [servername] [/domain:domain] [/address] [/continue] query termserver [/?] Parameters servername The name of a server within the farm. domain The name of a domain to query. 314 MetaFrame XP Administrator’s Guide Options termserver servername Identifies a Terminal Server. /address Displays network and node addresses. /continue Don’t pause after each page of output. /domain:domain Displays information for the specified domain. Defaults to the current domain if no domain is specified. /? Displays the syntax for the utility and information about the utility’s options. Remarks If no parameters are specified, query termserver lists all terminal servers within the current domain. Security Restrictions None. Query User Syntax query user [ username | sessionname | sessionid ] [ /server:servername ] query user [/?] Parameters servername The name of a server within the farm. sessionname The name of a session, such as “ica-tcp#7”. sessionid The two-digit ID number of a session. username The name of a user connected to the farm. Appendix A MetaFrame XP Commands 315 Options user username Displays connection information for the specified user name. user sessionname Displays connection information for the specified session name. user sessionid Displays connection information for the specified session ID. user /server:servername Defines the server to be queried. The current server is queried by default. /? Displays the syntax for the utility and information about the utility’s options. Remarks If no parameters are specified, query user displays all user sessions on the current server. Security Restrictions None. 316 MetaFrame XP Administrator’s Guide TWCONFIG Use twconfig to configure ICA display settings that affect graphics performance for ICA Clients. Syntax twconfig [/query | /q] twconfig [/inherit:on | off] twconfig [discard:on | off] twconfig [/supercache:on | off] twconfig [/maxmem:nnn] twconfig [/degrade:res | color] twconfig [/notify:on | off] twconfig /? Options /query, /q Query current settings. /inherit:on | off Set to on to use the ICA display properties defined for the farm. Set to off to use the settings specified for this server. By default, this is set to on. /discard:on | off Discard redundant graphics operations. /supercache:on | off Use alternate bitmap caching method. /maxmem:nnn Maximum memory (in bytes) to use for each session’s graphics (153,600 minimum, 7,680,000 maximum). /degrade:res | color When the maxmem limit is reached, degrade resolution first or degrade color depth first. /notify:on | off If on, users are alerted when maxmem limit is reached. /? Displays the syntax for the utility and information about the utility’s options. Appendix A MetaFrame XP Commands 317 Remarks A MetaFrame XP server can be set to inherit its ICA display settings from the server farm ICA display settings. Use /query to display the current inherit settings. If /inherit is on, the settings displayed with /query are the server farm settings. When /inherit is off, the settings shown are for the current server only. Twconfig can be used only to change the settings on this server, for this server. To change the settings for another server or for the server farm, use Citrix Management Console. Within the maxmem limit, various combinations of session size and color depth are available. The session size and color depth values are determined using the following formula: height x width x depth ≤ maxmem, where the height and width are measured in pixels and depth is the color depth in bytes according to the following table: Color depth Bytes True Color (24-bit) 3 High Color (16-bit) 2 256 Colors 1 16 Colors .5 The following is a list of the maximum session sizes with a 4:3 aspect ratio for each color depth at the default maxmem value (height by width by color depth): • 1600 by 1200 by 24-bit color • 1920 by 1440 by 16-bit color • 2752 by 2064 by 256 colors • 3904 by 2928 by 16 colors Security Restrictions None. APPENDIX B Glossary account authority The platform-specific source of information on user accounts used by a Citrix server; for example, a Windows NT domain, Active Directory domain, or NetWare Directory Services. activation code An alphanumeric string displayed on the Citrix Activation System Web page after you enter a Citrix license number. To activate a license, select the license number in Citrix Management Console and enter the activation code. anonymous application An application published exclusively for the use of anonymous users. anonymous session An ICA session started by an anonymous user. anonymous user An unidentified user granted minimal access to a Citrix server, or server farm, and its published applications. anonymous user account A user account defined on a Citrix server for access by anonymous users. application name A text string used to uniquely identify a published application within a farm. The application name is used by the Citrix server farm and ICA Clients to recognize individual applications that may have the same display name. The text string is automatically generated based on the display name entered when the application was initially published. Application Launching and Embedding (ALE) A feature of Citrix servers and ICA Clients that enables full-function, Windows-based applications to be launched from or embedded into HTML pages without rewriting any application code. application set A user’s view of the applications published on a server farm that the user is authorized to access. automatic client update The Citrix server feature that enables you to install the latest versions of ICA Clients on your servers, then schedule the download and installation of that software to your users’ client devices. 320 MetaFrame XP Administrator’s Guide ciphersuite An encryption/decryption algorithm. When establishing an SSL connection, the client and server determine a common set of supported ciphersuites and then use the most secure one to encrypt the communications. Ciphersuites have different advantages in terms of speed, encryption strength, exportability, and so on. Citrix Management Console Citrix’s extensible, platform-independent tool for administering Citrix servers and management products. Citrix administrators System administrators responsible for installing, configuring, and maintaining Citrix servers. In a UNIX environment, it is the user group assigned to these administrators, which has the default name ctxadm. Citrix server Any MetaFrame, WINFRAME, or VideoFrame server on which you publish applications or videos. Citrix SSL Relay A Windows NT service that runs on a MetaFrame server to support an SSL-secured connection between an NFuse-enabled Web server and the MetaFrame server. Citrix XML Service A Windows NT service that provides an HTTP interface to the ICA Browser. It uses TCP packets instead of UDP, which allows connections to work across most firewalls. The default port for the Citrix XML Service is 80. client COM port mapping The feature that enables applications running on a Citrix server to access peripherals attached to COM ports on the client device. client device Any hardware device capable of running the ICA Client software. client device mapping The feature that enables remote applications running on the Citrix server to access storage and peripherals attached to the local client device. Client device mapping consists of several distinct features: client drive mapping, client printer mapping, and client COM port mapping. client drive mapping The feature that enables applications running on the Citrix server to access physical and logical drives configured on the client device. client printer mapping The feature that enables applications running on the Citrix server to send output to printers configured on the client device. client update database The database Citrix servers use to automatically update ICA Clients. It contains copies of the clients themselves and configuration information about how to perform the updates. connection license A license that enables ICA connections between a client device and a Citrix server farm. Connection license counts can be assigned to specific servers; they are automatically pooled among all servers in the farm. custom ICA connection A user-created shortcut to a published application or Citrix server. data collector A MetaFrame XP server that stores dynamic data for one zone in a MetaFrame XP server farm. Appendix B Glossary 321 data store An ODBC-compliant database used by a MetaFrame XP server farm. The data store centralizes configuration information about published applications, users, printers, and servers. Each IMA-based Citrix server farm has a single data store. disconnected session An ICA session in which the ICA Client is no longer connected to the Citrix server, but the user’s applications are still running. A user can reconnect to a disconnected session. If the user does not do so within a specified time-out period, the Citrix server automatically terminates the session. display name A name you specify when you publish an application. The display name appears in the newer Program Neighborhood client and in Application folders in Citrix Management Console. The display name is also available for use by Web portals generated with Citrix NFuse technology. dynamic store A data store that contains frequently updated configuration data such as application load and license usage information. A server farm replicates dynamic store information across multiple servers. ICA Independent Computing Architecture. The architecture that Citrix uses to separate an application’s logic from its user interface. With ICA, only the keystrokes, mouse clicks, and screen updates pass between the client and server on the network, while 100% of the application’s logic executes on the server. ICA asynchronous connections Asynchronous connection types allow direct dial-in to a Citrix server without the overhead of RAS and TCP/IP. ICA Browser See master ICA Browser or master browser. ICA Client Citrix software that enables users to connect to Citrix servers from a variety of client devices. ICA Client Creator The Citrix server utility you use to create disks from which you can install ICA Clients and the ICA File Editor on a wide range of client devices. ICA Client Printer Configuration The utility you use to create and connect to client printers for ICA DOS and WinCE Clients. You must run this utility in an ICA session from the client whose printer you want to configure. ICA Client Update Configuration The utility you use to configure the client update database. ICA connection 1. The logical port used by an ICA Client to connect to, and start a session on, a Citrix server. An ICA connection is associated with a network connection (such as TCP/IP, IPX, SPX, or NetBIOS) or a serial connection (modems or direct cables). 2. The active link established between an ICA Client and a Citrix server. ICA file A text file (with the extension ica) containing information about a published application. ICA files are written in Windows Ini file format and organize published application information in a standard way that ICA Clients can interpret. When an ICA Client receives an ICA file, it initializes a session running the specified application on the Citrix server specified in the file. 322 MetaFrame XP Administrator’s Guide ICA protocol The protocol that ICA Clients use to format user input (keystrokes, mouse clicks, and so forth) and address it to Citrix servers for processing. Citrix servers use it to format application output (display, audio, and so forth) and return it to the client device. ICA session A lasting connection between an ICA Client and a Citrix server, identified by a specific user ID and ICA connection. It consists of the status of the connection, the server resources allocated to the user for the duration of the session, and any applications executing during the session. An ICA session normally terminates when the ICA Client user logs off the Citrix server. Independent Management Architecture (IMA) Citrix’s server-to-server infrastructure that provides robust, secure, and scalable tools for managing any size server farm. Among other features, IMA enables centralized platform-independent management, an ODBC-compliant data store, and a suite of management products that plug in to the Citrix Management Console. interoperability The MetaFrame XP ability to work in mixed mode with MetaFrame 1.8 servers in the same server farm. Not all MetaFrame XP features are available in mixed mode. key store The directory on the MetaFrame server running the SSL relay that contains the server certificate. The default directory is %SystemRoot%\SSLRelay\keystore\certs. license count The number of server installations or ICA connections that a Citrix license authorizes. license number An alphanumeric string displayed by Citrix Management Console when you enter a license serial number. You enter the resulting license number on the Citrix Activation System Web page to receive an activation code for the license. license pooling A feature of Citrix servers that enables you to combine license counts of product and connection licenses into a common license pool for a server farm. All license counts are pooled by default. Assigning a license count to a server removes it from the pool. load management A feature of MetaFrame XPa and MetaFrame XPe that enables management of application loads. When a user launches a published application that is configured for load management, that user’s ICA session is established on the most lightly loaded server in the farm, based on criteria you can configure. local text echo A feature that accelerates the display of text input on a client device to effectively shield users from experiencing latency on the network. master ICA Browser or master browser The ICA Browser on one Citrix server in a network that gathers information about licenses, published applications, performance, and server load from the other member browsers within the network and maintains that information. Appendix B Glossary 323 member ICA Browser or member browser The ICA Browsers on the Citrix servers in a network that forward information about licenses, published applications, performance, and server load to the master browser. mixed mode The mode in which MetaFrame XP servers operate when a server farm contains both MetaFrame XP servers and MetaFrame 1.8 servers. See also interoperability. mouse-click feedback A feature that enables visual feedback for mouse clicks. When a user clicks the mouse, the ICA Client software immediately changes the mouse pointer to an hourglass to show that the user’s input is being processed. native mode The mode in which MetaFrame XP servers operate when only IMAbased Citrix servers exist in the network and the option to work with MetaFrame 1.8 servers in the network is not selected. See also interoperability. neighborhood folder A group of logically related applications within a user’s application set. You can assign an application to a specific neighborhood folder when you publish it. network printer A printer that is connected to a network print server. panning and scaling ICA Client features users can use to view a remote session that is larger than the client desktop. For example, if the client desktop is 1024 x 768 and the ICA session is 1600 x 1200 pixels, the session image does not fit in the session view window. Panning provides scroll bars. Scaling provides controls in the System menu to shrink the session window. pass-through client An ICA Client installed on a MetaFrame server so that users of every ICA Client platform can access published applications by connecting to them through Program Neighborhood as a published application. product code A nine-character string that identifies a Citrix server product. A server farm can contain Citrix servers with different versions of the same core product; for example, full retail, evaluation, and not-for-resale versions of MetaFrame XP. The product code allows a Citrix server to locate its product license among the product licenses stored for the entire server farm. product license A software license that enables a Citrix product. Program Neighborhood The user interface for the ICA Win32 and ICA Java Clients, which lets users view the published applications they are authorized to use in the server farm. Program Neighborhood contains application sets and custom ICA connections. published application An application installed on a Citrix server or server farm that is configured for multiuser access from ICA Clients. With Load Manager, you can manage the load for published applications among servers in the server farm. With Program Neighborhood and NFuse, you can push a published application to your users’ client desktops. published content A document, media clip, graphic, or other type of file or URL that you publish for access by ICA Client users. Published content is executed by local applications on client devices. 324 MetaFrame XP Administrator’s Guide relay listening port The TCP port on the MetaFrame XP server that the Citrix SSL Relay monitors for data from a Web server. remote node A client device that can connect to a LAN or WAN with a modem and additional software, such as Microsoft’s Dial-Up Networking. When connected, the device has access to the same network resources as any other node in the network, but is still subject to bandwidth limitations and modem performance. seamless window One of the settings you can specify for the Window Size property of a published application. If a published application runs in a seamless window, the user can take advantage of all the client platform’s window management features, such as resizing, minimizing, and so forth. Secure Sockets Layer (SSL) A standards-based architecture for encryption, authentication, and message integrity. It is used to secure the communications between two computers across a public network, authenticate the two computers to each other based on a separate trusted authority, and ensure that the communications were not tampered with. SSL supports a wide range of ciphersuites. serial number An alphanumeric string that you enter in Citrix Management Console to receive a license number for the software installed on a server. server farm A group of Citrix servers managed as a single entity, with some form of physical connection between servers and an IMA-based data store. server-based computing Citrix’s model for computing where applications are published on centralized servers, or server farms, and users access and run those applications from remote client devices. Server-based computing differs from traditional client-server computing in that all the application logic executes on the host, consuming less network bandwidth and requiring far fewer client resources. session ID A unique identifier for a specific ICA session on a specific Citrix server. Shadow Taskbar The taskbar on a Citrix server desktop that you can use to shadow multiple users and to quickly switch between shadowed sessions. shadowing A feature of Citrix servers that enables an authorized user to remotely join or take control of another user’s ICA session for diagnosis, training, or technical support. SOCKS SOCKS is a protocol for secured TCP communications through a proxy server. SpeedScreen Latency Reduction A combination of technologies implemented in ICA that decreases bandwidth consumption and total packets transmitted, resulting in reduced latency and consistent performance regardless of network connection. Web-based ICA Client installation A Web-based method for deploying ICA Client software to users. You construct an ICA Client download Web site that users access to download the ICA Client for their client devices. Appendix B Glossary 325 Windows-Based Terminal (WBT) A fixed-function thin-client device that can run applications only by connecting to a Citrix application server. WBTs cannot run applications locally. zone A logical grouping of MetaFrame XP servers, typically related to the underlying network subnets. All MetaFrame XP servers in a zone communicate with the MetaFrame XP server designated as the data collector for the zone. 327 Index A Acrcfg command 282 Acrobat Reader program 15 activation codes 147, 154–155, 157–158 Active Directory 50 Active Directory Services 196 Address List for client browsing 63 administration tools see management tools administrator accounts see Citrix administrators Altaddr command 285 anonymous applications and users 227 anonymous users 227 App command 287 Application Launching and Embedding (ALE) 226 applications data about 246 publishing see publishing applications setting CPU priority for 231 assigning licenses to servers 160 Async Test dialog box 179 asynchronous connection options 178–180 asynchronous ICA connections 41, 172 audio mapping 190 Auditlog command 290 authentication, user 53, 55–58, 82, 88, 126, 128, 217, 222, 251, 255 Auto Client Reconnect feature 250 Auto Refresh Settings command 126 automatic client update 202 B bandwidth and compression counters 257 broadcasts MetaFrame server response to 62 UDP 135 BUILTIN group 56 C Change Client command 292 Chfarm command 296 Citrix Activation System 157 Citrix administrators 57, 126–127 Citrix Connection Configuration 170–180 Citrix Documentation Library 18 Citrix ICA Client Administrator’s Guides 14 Citrix Installation Manager 29, 106–107 Citrix licensing see licensing Citrix Load Manager 226 Citrix Management Console 26, 37, 105–107, 121–132 controlling access to 126 installing separately 104 online help 16 refreshing data 126 selecting server farms 123 updating 108 Citrix Network Manager 107 Citrix NFuse 14, 24, 27, 34, 40, 56, 58, 63–65, 68, 94, 193, 217–218, 235 Citrix Resource Manager 107 Citrix Server Administration 79 Citrix SSL Relay 36, 97, 99, 101 Citrix Universal Print Driver 275–279 Citrix Web Console 36, 107, 109, 118, 126, 247 Citrix Web site 17 Citrix XML Service 63, 96 Clicense command 297 client device mapping 187 client documentation 14 client printers 262 Client Update Configuration utility 204 Client Update Database 203–215, 220 adding clients 208 changing client properties 213 configuring update options 206 creating a new database 205 removing clients 212 specifying a default database 205 cloning MetaFrame XP servers 102 Cltprint command 300 COM port mapping 190 commands 281–317 328 MetaFrame XP Administrator’s Guide configuring anonymous user accounts 228 asynchronous connections 91 Citrix administrators 57, 127 Citrix SSL Relay 97 client device mapping 186 client reconnection settings 252 Connection Control settings 243 data collectors 139 direct cable connections 178 ICA Administrator Toolbar 120 ICA audio settings 185 ICA browsing 60 ICA Client connections 169 ICA encryption 182 ICA network connections 90 IMA zones 139 latency reduction 142 MetaFrame XP servers and farms 117–143 mixed mode operation 76 network firewalls 66 ODBC drivers 87 ports 70 printer autocreation in NDS 132 shadowing 74 user access to applications 227 Connect command 127 Connection Control feature 240 connection licenses 149, 154 connections, controlling 240 content, publishing 234 controlling access to Citrix Management Console 126 client logons 239 conventions, documentation 15 counters, performance 257 CPU priority for applications 231 Ctxxmlss command 301 D data collectors 139–140 election preference 141 response to UDP broadcasts 135 data store see IMA data store 82 data, refreshing 126 dial-in account properties 177 Dialin Information dialog box 177 direct cable connections 178 Disconnect command 127 disconnecting ICA sessions 127, 248 DNS address resolution 65 DNS and server names 41 documentation 14, 109 Citrix NFuse Administrator’s Guide 14 conventions 15 Feature Release 1 and Service Pack 1 14 Frequently Asked Questions 18 ICA Clients 16 MetaFrame XP 14 online help, using 16 online Product Documentation Library 17 submitting comments 18 documents and files, publishing 234 DOS-based printers 262 drive mapping 187 Drivers tab 267 Dsmaint command 302 E Edit Connection dialog box 176, 178 election of data collectors 141 encryption, configuring 182 explicit users 228 extended characters in server names 41 external IP addresses 285 F Feature Release 1 and Service Pack 1 105–115 feature release level 114, 164 firewalls 47, 58, 60, 62, 66–68, 70 Frequently Asked Questions 18 G global groups 54 grace period for licenses 154 H hardware requirements 41 HTML files 229 I ICA (Independent Computing Architecture) 21 ICA Browser 71–72 ICA browsing 59–61, 63, 65–71 Index ICA Client CD 195 ICA Client Creator 201 ICA Client Distribution wizard 92, 198, 204 ICA Client Object 196 ICA Client Update Database 195 329 330 MetaFrame XP Administrator’s Guide ICA Clients automatic client update 202 automatic reconnection 250 client printer auto-creation 277 client printers 262 Client Update Configuration utility 204 Client Update Database 203 client update process 203 connection licenses 154 connections, limiting 241 deploying 191–220 deploying from network shares 201 deploying with diskettes 201 deploying with NFuse 218 deployment methods 191–192 deployment practices 216 deployment scope 194 documentation 14 download Web site 198 download Web site, creating a 198 downloading 17 EPOC 23 features 21 ICA Client CD-ROM 195 ICA Client Distribution wizard 92, 195, 198, 204 ICA Client Object 196 ICA Client Update Database 195 ICA Win16 Client self-extracting file 199 installation by NFuse 193 installation diskettes, creating 201 Java 23 languages supported 200 logging activity 290 logons to servers, controlling 239–240 Macintosh 23 NDS logons 128 pass-through ICA Client 195 platforms supported 22 printer mapping 189 Program Neighborhood Agent 193, 235 server location methods 61 server response to broadcasts 62, 135 shadowing 118 SSL support 36 time zone support 136 UNIX 23 updating 112, 202, 220 Web-based installation 198, 217 WinCE 23 Windows (16- and 32-bit) 22 with Citrix NFuse 193, 217 ICA connections 169–190 adding 171 asynchronous 41, 91, 172, 178 audio mapping 190 client device mapping 187 COM port mapping 190 drive mapping 187 Edit Connection dialog box 176 encryption 182 modem callback options 176 network connections 90 null modem cables 175 printer mapping 189 restricting connections 182 ICA Display options 134 ICA files 229 ICA session monitoring 36, 257 ICA sessions 60, 169, 226, 245 browsing configuration 60 controlling logons 239 disconnecting sessions 248 encrypting 182 monitoring session status 246 performance monitoring 257 published application data 246 resetting sessions 249 sending messages to users 248 session commands 127 Session ID 247 shadowing 118, 183, 255 states of 247 terminating processes 250 Icaport command 306 IMA 25–28, 70, 135, 147, 156, 296 data collectors 139–140 IMA service 41, 57, 71, 149, 286 zones 85, 102, 139 IMA data store 226, 281, 302 configuring ODBC drivers 87 database choices 45 using Microsoft Access 48 using Oracle 49, 82 using SQL Server 48, 82 imaging MetaFrame XP servers 102 Independent Computing Architecture (ICA) see ICA Independent Management Architecture (IMA) see IMA Index installation 39 Citrix NFuse 40, 94 configuring ODBC drivers 87 Feature Release 1 and Service Pack 1 105 feature release level, setting 114 imaging MetaFrame XP servers 102 logging messages 113 MetaFrame XP 81, 84–86, 93, 95–96 shadowing restrictions 74 unattended Feature Release installation 112 unattended setup 101 uninstalling MetaFrame XP 103 Installation Manager 29, 225 Internet Information Server 40 interoperability 70, 76 migrating MetaFrame 1.8 to MetaFrame XP 94 mixed mode 62 IP addressing 65, 69, 285 IP connectivity 21, 26, 61–62, 66 IP ports 30, 64, 70 J Java ICA Client 23 Java Run-Time Environment (JRE) 16 Java Virtual Machine (JVM) 40 Jet database see Microsoft Access L languages supported by ICA Clients 200 latency reduction 142 licensing 145–167 activation 154–155 adding feature release licenses 164 assigning licenses 160 connection licenses 149 feature release licensing 163 grace period 147, 154 installation 93 license counts 161–162 license numbers 155, 157 machine codes 155 MetaFrame for UNIX connection licenses 78 migrating from other products 149 overview of 145 pooling license counts 77, 162 product codes 147, 151 product licenses 148, 154 serial numbers 153 upgrading licenses 150 viewing license information 165 Load Manager 226 local printers 262 logons controlling 239 reporting 290 M machine codes 155 Macintosh ICA Client 23 management tools 79, 117 master ICA Browser 71–72 messages, sending to users 248 MetaFrame 1.8 117 interoperability 70, 76 migrating to MetaFrame XP 94 MetaFrame for UNIX 78 Microsoft Access 48 Microsoft Internet Information Server 40 Microsoft Systems Management Services (SMS) 196 migrating licenses 149 migrating MetaFrame 1.8 to MetaFrame XP 94 mixed mode 62, 70, 76 server farm naming for 40 modems 41 callback options 176 ICA connections with 175 monitoring ICA sessions 246, 257 331 332 MetaFrame XP Administrator’s Guide N names of servers and server farms 40 native mode 76 Active Directory 51, 54 MetaFrame XP 62–63, 76–79 Netscape Navigator Web browser 199 NetWare drive mapping assignments 188 network connections 90 network firewalls 47, 58, 60, 62, 66–68, 70 Network management plug-ins 107 network management, SNMP 136 network printers 262, 264, 270 network protocols 61–62, 66 New Connection dialog box 175 NFuse see Citrix NFuse Novell Directory Service 128 Novell ZENworks 56 null modem cables, ICA connections with 175 O ODBC drivers, configuring 87 online documentation 14 Oracle creating an IMA data store 82 requirements 49 P pass-through ICA Client 195, 224 performance counters 257 performance monitoring 257 ports used by Citrix software 70 print servers, importing 266 printer drivers 271 managing 267 printer management 261–275 client printer mapping 189 Drivers tab 267 importing print servers 266 installed printers 268 managing printer drivers 271 printer autocreation in NDS 132 replicating printer drivers 271 setting up network printers 270 user permissions 54 printers bandwidth consumption 267 Citrix Universal Print Driver 275 client 262–263 local 262 managing 261 network 262, 264, 270 printer drivers 271 shared 262 Printers tab 268 processes, terminating 250 product codes 147, 151 product licenses 154 Program Neighborhood 222 Program Neighborhood Agent 193, 235 protocols, networking 61–62, 66 proxy servers 60 Published Application Manager 79 publishing applications 221–230 accessing in Program Neighborhood 222 CPU prioritization 231 data on running applications 246 for access to Program Neighborhood 224 Installation Manager applications 225 license usage 162 limiting application instances 242 pass-through ICA Client 224 procedures 228 publishing content 234 standard applications 225 user authentication 222 user permissions 54 publishing content 234 Q Query command 307 R Readme.txt file 13 read-only privileges for Citrix administrators 127 reconnecting ICA Clients automatically 250 refreshing data in Citrix Management Console 126 remote control see shadowing ICA sessions removing servers from server farms 103 replicating printer drivers 271 Index 333 requirements data store database 48 disk and memory 41 hardware 41 Microsoft Access 48 Oracle 49 SQL Server 48 system sizing 43 system software 39 Reset command 127, 249 resetting ICA sessions 249 T S U sending messages to users 248 serial numbers 153 serial port mapping 190 server certificate, SSL 98, 100 server location 60–69, 71 server names, extended characters in 41 server-based computing 19 Service Pack 1 105–115 Session ID 247 sessions 169 see ICA sessions setup see installation Shadow command 127 Shadow Taskbar 118, 256 shadowing 74, 118, 127, 183, 255 shared printers 262 sizing systems for MetaFrame XP 43 SMS (Microsoft Systems Management Services) 196 SNMP network management 136 SNMP plug-ins 107 Solution Knowledgebase 17 SpeedScreen Latency Reduction Manager 142 SQL Server creating an IMA data store 82 requirements 48 SSL see Citrix SSL Relay SSL certificates 102 SSL encryption 98, 100 states of ICA sessions 247 system requirements see requirements UDP broadcasts 62, 135 unattended setup 101 uninstalling Feature Release 1 or Service Pack 1 114 uninstalling MetaFrame XP 103 universal groups 54 universal printer driver 275 UNIX ICA Clients 23 updating ICA Clients 202, 220 upgrading MetaFrame 1.8 to MetaFrame XP 94 user account properties 177 user authentication 52–53, 55–58, 82, 88, 126, 128, 217, 222, 251, 255 user groups 227 user permissions 54 User Properties dialog box 177 utilities 281–317 TCP ports 70 SSL relay (443) 97 XML Service (80) 96 TCP/IP Network Protocol 62 TCP/IP+HTTP Network Protocol 61 terminating processes 250 time zone support 136 tools and utilities 79, 117, 119 Twconfig command 316 V virtual printers 262 W Web-based ICA Client installation 198, 217 WinCE 23, 262 Windows 16-bit platforms 199 Windows 2000 17 Windows installer (msi) packages 196 Windows NT 4 17 X XML Citrix XML Service 63, 96 data 62 334 MetaFrame XP Administrator’s Guide Z ZENworks Dynamic Local Users 56 zones see IMA zones
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