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XenApp Fundamentals Deployment Guide
XenApp 6 Fundamentals Edition
Page
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XenApp Fundamentals Deployment Guide
Table of Contents 1.0 INTRODUCTION .................................................................................................................................... 3
2.0 OBTAINING INSTALLATION MEDIA AND LICENSES ..................................................................................... 4
2.1 Obtaining a Citrix license file for XenApp Fundamentals ............................................................. 6
3.0 Installing XenApp Fundamentals .................................................................................................... 10
4.0 Licensing XenApp Fundamentals .................................................................................................... 21
4.1 Citrix Licensing Setup .................................................................................................................. 21
4.2 Remote Desktop Licensing Activation ........................................................................................ 25
5.0 User Experience Configuration ....................................................................................................... 27
5.1 Publishing Applications ............................................................................................................... 28
5.2 Configuring Printer Access .......................................................................................................... 32
5.3 Configuring user profiles ............................................................................................................. 38
5.4 Testing your Deployment ............................................................................................................ 41
6.0 External Access Configuration ........................................................................................................ 43
6.1 Direct to Server deployment ....................................................................................................... 43
6.2 DMZ server deployment ............................................................................................................. 55
6.3 VPN deployment ......................................................................................................................... 73
7.0 Conclusion ....................................................................................................................................... 78
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1.0 INTRODUCTION Citrix XenApp 6 Fundamentals Edition is the new release specifically for the Windows Server 2008
R2 platform. This deployment guide is a step by step guide for how to install and configure a
XenApp 6 Fundamentals environment that can be used for proof of concepts, testing, and
production. View the CitrixTV video series, http://www.citrix.com/tv/#series/219, for additional
setup and configuration information. Many of the steps described in this guide are also applicable to
XenApp Fundamentals 3.0 on Windows Server 2008 and XenApp Fundamentals 2.0 on Windows
2003.
You will need the following in order to successfully deploy XenApp Fundamentals Edition:
A single-server deployment requires one server with Windows Server 2008 R2, Windows Server
2008 or Windows Server 2003. Select the appropriate version of XenApp Fundamentals that
matches the operating system deployed. This server can be in a workgroup or domain. If a
multi-server environment is planned, the servers must be part of the same domain.
A multi-server deployment requires at least 3 Windows servers in the same domain: one
Domain Controller, one master server, and at least one support server. Additional support
servers can be added as desired.
External access deployments will require a Fully Qualified Domain Name and a digital certificate
obtained from a Private or Public Certificate Authority.
If using a VPN to provide external users with access to the applications hosted on the XenApp
Fundamentals servers, you must have Access Gateway or another VPN solution in place.
If the automatic server failover feature will be configured, it will require 1 unused static IP
address that will automatically be assigned to a failover server.
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2.0 OBTAINING INSTALLATION MEDIA AND LICENSES XenApp Fundamentals is sold on the Citrix Online store, www.citrix.com/store . Once purchased,
the installation media and licenses for XenApp Fundamentals are obtained from
http://citrix.com/mycitrix. Use the following steps to download the XenApp Fundamentals
installation media and a Citrix license file.
1
To download the installation
media, go to
www.citrix.com/downloads
Log in with your mycitrix
credentials to see all available
downloads.
Note: Each user in the
company has credentials for
this site or can create one on
first use. If you have trouble
accessing this site contact
Citrix Customer Care at 1-800-
4-CITRIX.
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2
Using the drop down arrow
in the "Search Downloads by
Product" field, select Citrix
XenApp Fundamentals from
the list.
Then select your required
version of XenApp
Fundamentals.
Note: If you are a current
Citrix customer, your
Subscription Advantage
contract needs to be current in
order to see and download the
latest product editions.
3
Select the Download button
next to the appropriate edition
and download the .iso image
to a location of your choosing.
Note: You may be asked to
download an ActiveX plug-in
before the .iso image can be
downloaded.
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2.1 Obtaining a Citrix license file for XenApp Fundamentals Use these steps to obtain a Citrix license file for XenApp Fundamentals. The license file can be
obtained before or after the server installation.
1
Go to
http://citrix.com/mycitrix.
and log in with your mycitrix
credentials.
Note: Each user in the
company has credentials for
this site or can create one on
first use. If you have trouble
accessing this site contact
Citrix Customer Care at 1-
800-4-CITRIX.
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2
Click on the arrow next to
"Choose as Toolbox" and
select "Activation
System/Manage Licenses "
3
Select the drop down next to
Current Tool and select
Activate/Allocate.
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4
Once you receive your license
code in email or on this site
enter the code in the field
marked "Your license Code"
and click "Continue".
If you have not received your
license code select the link
"View Licenses" to retrieve
your license code.
Note: If you do not see
license codes contact Citrix at
1-800-4-citrix.
5
Enter the case-sensitive
hostname of the XenApp
Fundamentals “Master” server
or single server. For example
"SeRver1".
Enter how many licenses you
would like to allocate to this
license file.
Confirm your selection.
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6
On the next page,
"Download" and save the
license file to any location.
You will upload this license
file on the Master server or
single server in the steps
below.
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3.0 Installing XenApp Fundamentals This section details the installation of XenApp Fundamentals. After installation, there may be
additional setup steps required to configure Basic and Advanced mode if the server is detected to be
part of a domain. Basic mode allows you to run only a single server in a farm but to run multiple
servers you will select to run the servers in Advanced mode.
1
Browse the installation
media for "Autorun.exe"
and double click to launch.
Select "Install" from the
Welcome screen.
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2
Select “I accept the license
agreement and click Next.
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3
Select "Application
server" to install XenApp
Fundamentals and all its
default components
Note: The option for a
DMZ server is selected
only if you are deploying a
server in your DMZ for
secure external user
access. If this server is a
domain controller you will
not see this option
because that server can
only be an Application
server and not a DMZ
server.
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4
Do not disable shadowing
unless it is a requirement
for your environment.
Leave the box unchecked
and click Next.
Note: If shadowing is
disabled, you will have to
reinstall XenApp
Fundamentals to enable it.
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5
XenApp Fundamentals 6
farm and Server Group
information is kept in a
SQL Express database and
an Active Directory
Domain Organization
Unit. Enter an account
that has administrative
rights to the domain.
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6
Give the installation a few
minutes to complete. All
necessary prerequisites
and Windows roles such
as Remote Desktop
Services\Terminal
Services and IIS will be
installed automatically.
7
Select Yes to restart the
computer when prompted.
Note: This is not the end
of the product installation.
Once rebooted, the
installation needs to
continue.
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8
Once a restart is
successful, ensure that any
network drive where the
installation media is stored
has been restored post-
reboot. Select "Ok" to
continue the installation
once the location is
restored.
Note: If the installation
files are local, then this
error will not be received.
9
Once the installation is
complete, select to “Start
the Quick Start Tool”
when prompted.
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10
If the server is detected to
be part of a domain, the
following setup screens
are shown to configure the
server for either Basic or
Advanced mode. Select
Next to continue.
Note: If the server is in a
Workgroup, you will not
get these options because
it can only be run as a
single server in Basic
mode.
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11
If you select "New single
server (basic mode) there
will be nothing else to
configure.
If you select “New server
group" (Advanced
mode) select Next to
continue the
configuration.
Note: A server in basic
mode can be switched to
Advanced mode after
installation as long as that
server is part of a domain
and the server does not
serve as a domain
controller. This is done
using the Quick Start tool.
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12
Enter a name in the
"Server Group Name"
field. Click Next.
Note: A domain
Organizational Unit will
be automatically created in
Active Directory to match
the name chosen here. All
servers in the same Server
Group will be located in
this OU.
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13
Verify the information and
select Finish.
14 If you plan on deploying multiple servers in the environment, use the
previous steps to install XenApp Fundamentals on another server.
Place the server in the same Server Group selected above. Additional
servers will be Support servers.
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4.0 Licensing XenApp Fundamentals The XenApp Fundamentals deployment will require both Citrix licenses and Microsoft Remote
Desktop Server Client Access Licensing (formerly Terminal Server Client Access Licenses). The
product can be purchased with or without RDSCALs. If purchased without RDSCALs, it is
assumed that your company already has these licenses available. Microsoft requires that an RDS
license server be installed on at least one server in the environment. See Microsoft documentation
for specifics about RDS licensing: http://support.microsoft.com.
4.1 Citrix Licensing Setup Use the following steps to license your XenApp Fundamentals deployment.
1
On the Master Server,
open the Quick Start
tool and go to
Setup > Licensing
Note: License
administration must be
done on the Master
server or single server
because that server
contains the built-in
Citrix license server
software.
Note: See section 2.1
in this document for
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steps on obtaining your
Citrix license file.
2
Click Next.
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3
Select Browse and
point to the location of
the Citrix license file.
Then click Next.
Note: Your license file
has a .lic extension.
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4
Select Finish
uploading the license
file to the Master
server.
Notes: License files are
stored in
c:\program
files\citrix\licensing\
myfiles
5
The Licensing screen in
the Quick Start tool
should now reflect how
many Citrix licenses are
available.
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4.2 Remote Desktop Licensing Activation Follow these steps to Activate your Microsoft Remote Desktop licensing.
1
In the Quick Start
tool, select
Activate Remote
Desktop License
Server
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2
Click "Start the
Remote Desktop
Licensing tool" to
automatically
launch the
activation tool.
Point to your RDS
license server and
follow the
activation
instructions.
Note: If a
Remote Desktop
licensing server is
already activated in
your environment,
select “I have
activated the
Remote Desktop
License Server”.
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3
Once license
activation for both
Citrix and
Microsoft licenses
are complete, your
screen should
show green check
marks.
5.0 User Experience Configuration Once XenApp Fundamentals is installed, the next step is to provide users with access to the system.
This is done through application publishing and printer access.
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5.1 Publishing Applications Use the following steps to publish applications on the XenApp Fundamentals server.
1
In the Quick Start tool on the
Master server, go to Setup >
Applications and select “Publish
Application”.
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2
Select Next.
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3
Put a check mark next to all
applications that you would like
to make available to users. If
you do not see your application
in the list, select Add to locate
you application executable. Click
Next.
Note: These applications must
be installed and working on each
server in the Server Group prior
to running the application
publishing wizard.
4
Click Add and select the users
or groups to have access to this
published application. Click
Next.
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5
Verify and click Finish.
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5.2 Configuring Printer Access Use the steps below to configure printer access for users launching published applications. XenApp
Fundamentals can allow users to access client printers defined locally on their device or network
printers shared on a Windows print server. The network printers are referred to as Published
printers during configuration. You will need administrator rights to the printers on the printer server
for configuration and users will need print permission in order to utilize the printer. When using
Published printers, each network printer driver will need to be installed on the XenApp
Fundamentals Master server. The drivers will automatically be replicated to all servers in the Server
Group for Advanced deployments. If client printers will be utilized, the printer must be configured
and working on the client device for it to be accessible in a session. A printer driver will not need to
be installed on the XenApp Fundamentals server because the Citrix Universal Printer driver will
automatically be used.
1
In the Quick Start
tool on the Master
server, select Setup
> Printers and click
"Setup Printers"
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2
In the Setup Printer
wizard, select Next.
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3
For Printer options,
select both Client
and Published
printers and either
one in the drop
down list.
Note: Only select
“Windows managed
printers only” if
users will define the
printers in a session
or use printers
defined on the
XenApp
Fundamentals server.
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4
If Published printers
are selected you will
see the following
screen. Enter
credentials for the
account that has
administrator rights
to the network
printers on the print
server.
Note: If Client
printers are selected,
there are no
configurations
options.
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5
If the print server is
not found
automatically, click
on Add and enter
the name or IP of
the Print Server.
Select the network
printer and then
click on Select.
Click Next to
continue.
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6
Select the box next
to Set the default
printer and select a
printer in the drop
down list. Click
Next and then
Finish.
Note: The user will
see this printer
marked as the
default printer in
their session.
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5.3 Configuring user profiles Use the steps below to configure the XenApp Fundamentals built-in Profile Management feature.
This feature is only available for multi-server deployments in Advanced mode. This will allow users
to have a consistent roaming profile no matter what XenApp Fundamentals server they connect to
when launching their published applications.
1
On the Master Server,
launch the Quick Start
tool and go to Setup
>Servers and select
“Configure Profile
Management” and click
Next on the Welcome
page.
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2
Log in as a user with
domain administrative
privileges to enumerate
all servers in the domain.
Note: This account
must have rights to
create and update file
shares on machines
within the domain.
3
Select the server in the
domain that will host the
User profiles. If you do
not see servers in the list
select "Add" and enter
the server name or IP.
Note: This server does
not need to be a
XenApp Fundamentals
server.
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4
Leave the default
location or enter an
alternate drive letter.
Click Next and Finish.
Note: Two shared
folders will be created on
this server. Select a drive
that has sufficient space
to store user profile data.
Note: Users must have
Read/Write access to the
file shares. The
appropriate permission
should be automatically
added.
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5.4 Testing your Deployment Use the steps below to test your XenApp Fundamentals deployment. It is best to test functionality
while connected to the LAN before configuring the server for external access. The XenApp 6
Fundamentals Edition release supports application access from a web browser or using the clients
native application access UI. To enable this functionality, both a XenApp Website and a XenApp
Services site is automatically configured on the Master server during installation. Using the Services
site mobile receivers and full client Receivers such as the Windows or Mac Receivers can access the
applications without a web browser. For example Windows clients will access the applications from
the Start Menu.
1
To access the applications
from a web browser, enter
http:\\MasterServerFQDN
To access the applications
using the Receiver, enter the
fully domain name of the
master server into the
Receiver.
Log in with a user account
that has rights to published
applications.
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2
Select the icon of a published
application to launch it.
3
To test the printing
functionality, in the published
application select File >Print
and send a page to the
appropriate printer.
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6.0 External Access Configuration To configure the XenApp Fundamentals server(s) to be accessible to users residing outside your
network, you have 3 deployment scenarios to choose from: Direct to Server, DMZ Server, and
VPN access deployments. The steps below will walk you through each deployment scenario. Select
the deployment scenario you wish to implement and see the appropriate section below for
configuration steps.
6.1 Direct to Server deployment The Direct to Server deployment method will allow the applications residing on a XenApp
Fundamentals Server to be accessible using the Secure Gateway located on the Master Server. This
Secure Gateway proxies communication from a client to the server and secures the communication
using SSL.
Before completing the steps below you must have a Fully Qualified Domain Name for the Master
server. You must also make a decision as to how you will obtain digital certificates. You can
purchase a certificate from a public certificate authority, build your own Windows certificate
authority, or use the 30-day temporary certificate that comes with XenApp Fundamentals. What
ever the certificate source, a matching root certificate must be obtained from the source and
distributed to the end users device for them to launch applications on the XenApp Fundamentals
server. If a public CA is chosen, the root certificate may already be built into the client’s browser.
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1
In the Quick Start tool
on the Master server, go
to Setup > External
Access and select
“Manage External
Access”. On the
Welcome screen click
Next.
2
Select Direct to server.
Click Next.
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3
The next 4 setup screens
are used for certificate
request information.
Enter the Fully
Qualified Domain
Name for the Master
server. For example:
server.domian.com and
Click Next.
Note: The server
certificate will be issued
to this name. If this
name changes a new
certificate will need to
be requested. Make sure
this name is resolvable
on the Internet.
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4
In the Organization
field, Enter the name of
the company and in the
Organizational unit
field enter the
department or division.
Click Next.
5
Enter the country, state,
and city of the company
and click Next.
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6a1
Depending on the
options selected here,
the set screens will be
different for each
option. Specify the
chosen Certificate
source.
Click Next.
Note: The temporary
certificate is only good
for 30-days.
Note: The option to
“Submit the certificate
to a local domain
based CA” is grayed
out if no domain based
CA is detected in your
environment. Install
Windows Certificate
Services on a machine in
the domain if you want
to use this option.
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6a2
You will only see this
window if you selected
"Manually submit the
certificate request to a
Certificate Authority".
Select the location to
save the certificate
request file or leave the
default location c:\.
Then click Next and
Finish.
Note: You will send
this file to your chosen
Certificate Authority
and they will send you a
digital certificate.
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6a3
To import the certificate
from your Public
Certificate Authority, go
to Quick Start > Setup
> External Access and
select “Manager
External Access” and
click Next.
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6a4
Select “Enable external
access and complete
pending certificate
request” and click Next.
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6a5
Point to the Certificate
file received from the
CA. Click Next and
Finish to import the
certificate.
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6b1
If you select to “Submit
the certificate request to
a local domain based
certificate authority”,
the certificate will be
automatically submitted
and a certificate will be
automatically obtained
on place on the server
after clicking Next.
Note: This option will
only be available if
Certificate Services is
installed on a machine
within you domain.
6b2
Click “Ok” on the
success pop up message
and click Finish.
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6c1
If you select “Generate
a temporary certificate”
and click Next.
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6c2
Save the root certificate
to the default location
c:\ and click Next.
Note: This root
certificate will need to
be distributed to all
client devices that will
connect and launch
applications from the
XenApp Fundamentals
Server.
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7
Select "Use the
standard HTTPS port
(443) for secure
remote connections"
unless port 443 is
already in use, then you
can select the second
option and choose
another port. Click
Next and then Finish.
Note: Certificates are only valid for a particular time period. If a certificate expires and needs to be
replaced, go back to the Quick Start tool to request and import a new certificate. Quick Start tool > Setup
> External Access
6.2 DMZ server deployment Complete the following steps below for setup. DMZ Deployment scenario: Before completing
these steps you must do the following:
You must have a DMZ already configured on your network.
Determine what Windows server will be placed in the DMZ and assign an FQDN name to
that server.
Determine what type of digital certificates will be used on the DMZ server.
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Ensure that port 1080 is open on the internal firewall so that the DMZ server can
communicate with the XenApp Fundamentals Master server.
1
On the Master Server,
open the Quick Start
tool and go to Setup >
External Access and
select Mange External
Access.
Click Next on the
Welcome screen.
Select “Using a DMZ
server” and click Next
and Finish.
Note: All other
configuration is done on
the server chosen to be
the DMZ Server
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2
On the server chosen to
be the DMZ server,
insert the XenApp
Fundamentals
installation media and
select Autorun.exe.
Choose Install on the
Welcome screen.
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3
Select "I accept the
license agreement" and
click Next.
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4
Select "Network
access (DMZ) server"
and click Next to begin
the installation.
Note: The DMZ server
installation should take a
few minutes.
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5
After the installation
completes, select Finish
and the Quick Start tool
will launch to being
configuration.
6
Select “External Access
> Mange external
Access and on the
Welcome screen click
Next.
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7
In the "Internal firewall
address" field, enter the
IP address of the Master
Server. Click “Test” to
verify that the DMZ
server can reach the
Master server.
Then click "Next"
Note: If the test fails
verify network
connectivity from your
DMZ Internal firewall to
the Master Server.
Ensure appropriate
ports are open. On the
Master server, you need
to create an inbound
rule on the Windows
Server 2008 firewall for
TCP port 1080.
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8
Enter the FQDN of the
DMZ server. This name
is used to request the
digital certificate.
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9
In the Organization
field, Enter the name of
the company and in the
Organizational unit
field enter the
department or division.
Click Next.
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10
Enter the country, state,
and city of the company
and click Next.
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11a1
Depending on the
options selected here,
the set screens will be
different for each
option. Specify the
chosen Certificate
source.
Click Next.
Note: The temporary
certificate gives you a
certificate that is good
for 30-days. You can
choose to use this cert
until a permanent
solution is available.
Note: The option to
“Submit the certificate
to a local domain
based CA” is grayed out
if no domain based CA
is detected in your
environment. Install
Windows Certificate
Services on a machine in
the domain if you want
to use this option.
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11a2
You will only see this
window if you selected
"Manually submit the
certificate request to a
Certificate Authority".
Select the location to
save the certificate
request file or leave the
default location c:\.
Then click Next and
Finish.
Note: You will send
this file to your chosen
Certificate Authority and
they will send you back a
digital certificate.
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11a3
To import the certificate
you have received from
your Public Certificate
Authority, go to Quick
Start > Setup >
External Access >
“Manager External
Access” and click Next.
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11a4
Select “Enable external
access and complete
pending certificate
request” and click Next.
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11a5
Point to the Certificate
file received from the
CA. Click Next and
Finish to import the
certificate.
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11b1
If you select “Generate a
temporary certificate”
and click Next.
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11b2
Save the root certificate
to the default location
c:\ and click Next.
Note: This root
certificate will need to be
distributed to all client
devices that will connect
and launch applications
from the XenApp
Fundamentals Server.
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12
Select "Use the
standard HTTPS port
(443) for secure
remote connections"
unless port 443 is
already in use, then you
can select the second
option and choose
another port. Click
Next and then Finish.
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6.3 VPN deployment Use the following directions to configure external access via a VPN connection if that is your chosen
method of granting external users access to the applications on XenApp Fundamentals.
1
On the Master server,
open the Quick Start
tool > Setup >External
Access > Manager
External Access. Select
"Using a VPN" and
click Next
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2
Choose the option that
best matches your
network firewall
configuration. If you
select “Do not user
NAT” then click Finish
to close the wizard. If
you select “Use NAT”
then continue with the
next configuration
steps.
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3
You will only see this
screen if you selected to
"use NAT" on the
previous screen. Select
a server and then click
Modify.
4
Enter the NAT address
for that server and port
2598 for ICA. For
RDP enter NAT
address and port 3389
and click OK.
Note: Repeat this step
for each XenApp
Fundamentals Server in
the Server Group.
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5
Verify the settings and
select Next.
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6
Click Finish.
7 Test by logging in to your preconfigured VPN solution, and then going to the
http://MasterServer:8080.
Note: You must append 8080 after the Master server name or IP to get to the site that is
configured for external access. You must use an External IP if the server is behind a firewall and
NAT is in place.
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7.0 Conclusion This concludes your configuration of XenApp Fundamentals. For additional information not
addressed in this deployment guide, see the XenApp Fundamentals Administrator's Guide located
on the Citrix Knowledge Base: http://support.citrix.com.
Version History
Author Version Change Log Date
Stacy Scott 1.0 Created November 2010
©2010 Citrix Systems, Inc. All rights reserved. Citrix®, Citrix Delivery Center™, Citrix XenApp™, Citrix XenServer™,
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Citrix Password Manager™, Citrix Provisioning Server™ and Citrix Branch Repeater™ are trademarks of Citrix Systems,
Inc. and/or one or more of its subsidiaries, and may be registered in the United States Patent and Trademark Office and
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