Citrix XenApp® 7.5 Desktop Virtualization Solutions

Table of Contents

Citrix XenApp® 7.5 Desktop Virtualization Solutions

Credits

Notice

About the Author

About the Reviewers

www.PacktPub.com

Support files, eBooks, discount offers, and more

Why subscribe?

Free access for Packt account holders

Instant updates on new Packt books

Preface

What this book covers

What you need for this book

Who this book is for

Introduction to the XenApp® 7.5 platform

Benefits of using Citrix XenApp®

Citrix XenApp® 7.5 feature comparison

Comparing Citrix XenApp® 7.5 with previous versions

What's new in Citrix XenApp® 7.5

Conventions

Reader feedback

Customer support

Downloading the color images of this book

Errata

Piracy

Questions

1. Planning Desktop Virtualization

The building blocks of VDI

Hosted Virtual Desktop (HVD)

Hosted Shared Desktop (HSD)

Session-based Computing (SBC)

Application virtualization

Understanding VDI layers

Analyzing your user data

Planning your personalization layer

Understanding your applications

Planning for operating system delivery

Anticipating device management

Infrastructure planning

Determining the right fit

The road map to success

Project management in the real world

Managing your project

Summary

2. Defining Your Desktop Virtualization Environment

Understanding your end users

Use case – clinical physicians

Use case – data entry clerks

Use case – office workers

Use case – hospital administration clerks

Use case – call center customer service representatives

Use case – business executives

Translating the user workflow

Understanding applications

Making a questionnaire for an application

Automated application data collection

Using Stratusphere FIT

Utilizing Network Inventory

Using Baseline Desktop Analyzer

Leveraging AppDNA

Implementing Lakeside Software SysTrack

Completing your software inventory

Understanding devices

Endpoints

Peripherals

Defining your use cases

Planning your strategy

Summary

3. Designing Your Infrastructure

Creating a reference architecture

A reference architecture diagram

Understanding the Access tier diagram

Understanding the Delivery tier diagram

Understanding the Supporting Systems tier diagram

Understanding the Backend Data Systems tier diagram

Understanding the Monitoring tier diagram

Understanding the Virtualization Infrastructure tier diagram

Designing highlights

Designing your virtual infrastructure

Resource requirements

Virtual machine requirements

Determining your virtualization platform

XenServer

VMware vSphere

Microsoft Hyper-V Server

Virtualization cluster design decisions

Designing your hardware infrastructure

Selecting between the rack and blade options

Understanding converged platforms

Reconsidering the cloud

Designing your network infrastructure

Planning network options

Designing your storage infrastructure

Capacity planning

Measuring throughput

Completing the architectural blueprint

Summary

4. Designing Your Access Layer

Determining your portal presence

Comparing Web Interface and StoreFront

Reviewing the Access tier diagram

Designing with StoreFront

Requirements for StoreFront

Design decisions for StoreFront

StoreFront recommendations

Customizations

Speeding up StoreFront

Using the application subscription model

Using keywords for StoreFront applications and desktops

Creating sticky applications for StoreFront

Filtering or hiding applications from StoreFront

Enabling discovery for mobile clients

Setting the default IIS page

Rebranding the Receiver for Web site

Using the HOST file to ease setup

Designing with NetScaler Gateway™

Requirements for NetScaler VPX

Configuring the base settings for NetScaler

Configuring load balancing services

Configuring NetScaler Gateway services

Tying it all together

Identifying the base requirements

Gathering all the prerequisites

Installing NetScaler appliances

Installing and configuring StoreFront servers

Configuring load balance virtual servers on NetScaler®

Configuring the NetScaler Gateway™ virtual server

Summary

5. Designing Your Application Delivery Layer

Welcome to XenApp® 7.5

What's new in XenApp 7.5?

Updated concepts in XenApp 7.5

What's missing in XenApp 7.5?

Designing your XenApp® deployment

Requirements for XenApp

Delivery controller

Studio

Database

Director

Virtual Delivery Agent (VDA) for the Windows desktop OS

Virtual Delivery Agent (VDA) for the Windows server OS

Design decisions for the XenApp site

Creating your XenApp® site

Quick start guide to deploy a XenApp site

Configuring your first XenApp delivery controller

Configuring your XenApp site

Configuring additional delivery controllers

Configuring your XenApp session hosts

Managing your XenApp® site

Getting started with Machine Catalogs

Getting started with Delivery Groups

Application delivery models

Getting the most out of Machine Catalogs and Delivery Groups

Planning your Machine Catalogs and Delivery Groups

Leveraging PowerShell

Moving machines between catalogs

Additional Delivery Group properties

Publishing multiple applications at a time

Additional application properties

Publishing resources to multiple Delivery Groups

Making sure machines are available

Summary

6. Designing Your Virtual Image Delivery

An overview of image management

Determining the right fit for your environment

Understanding Citrix® Machine Creation Services

The storage impact of MCS

Preparing a master image for MCS

Creating an MCS catalog using Studio

Updating an MCS catalog that reflects changes to the master image

Designing Citrix® Provisioning Services

The storage impact of PVS

The network impact of PVS

Designing your PVS farm

Requirements for Provisioning Services

Key design decisions

Preparing a master image for PVS

Creating a Machine Catalog using the PVS deployment wizard

Managing images using PVS

Additional PVS tips and tricks

Summary

7. Designing Your Supporting Infrastructure Components

Planning your license server

The role of the license server in the environment

The requirements for installing the license server

High Availability considerations for the licensing server

Design decisions for the license server

Designing your database platform

The role of the database in the XenApp environment

Planning your SQL server requirements

High Availability considerations for databases

Planning and sizing your Citrix® databases

SQL Server design decisions

Managing your databases

Configuring your file services

The role of file services in the environment

The requirements for file servers

High Availability considerations for file services

Design decisions

Configuring file share permissions

Implementing monitoring for your XenApp® environment

The role of monitoring in the environment

The requirements for installing Director

The requirements for installing the Insight appliance

High Availability considerations for Director

Monitoring design decisions

Using Director to monitor user experience

Summary

8. Optimizing Your XenApp® Solution

Managing user profiles

Types of profiles

Why we need to manage profiles

Planning Citrix Profile Management policies

Planning Microsoft folder redirection

Folder redirection and exclusions

What about home drives?

What about AppData?

Configuring Citrix® policies

Understanding the role of the Citrix policy engine

Using Citrix template policies

Planning your Citrix policies

Defining Citrix policy settings

Applying Citrix policy filters

Recommendations for Citrix policies

Planning Active Directory policies

Understanding the role of Active Directory group policies

Common Group Policy settings for Citrix environments

Best practices for Group Policies

Controlling printing

Understanding the different printing models in a Citrix environment

Using Citrix Universal Print Server

Summary

9. Implementing Your XenApp® Solution

Building your production-ready workload server images

Initial build

Optimizations

Deploying your server images

Testing the preproduction environment

Reviewing the design plan

Final system validation testing

Using capacity planning tools

Performing load testing

Conducting User Acceptance Testing

Defining your criteria

UAT process

UAT feedback

Production rollout

Communication plan

Pilot rollout

Phased production rollout

Supporting your environment during normal operations

Delegated administration

Using Director

SQL queries for monitoring/reporting

Additional troubleshooting tips and tricks

Troubleshooting the VDA registration

Troubleshooting Active Directory

Troubleshooting PVS performance

Troubleshooting storage performance

Troubleshooting Windows system performance

Troubleshooting application performance

Using Citrix troubleshooting tools

Soliciting user feedback

Summary

Index

Citrix XenApp® 7.5 Desktop Virtualization Solutions

Citrix XenApp® 7.5 Desktop Virtualization Solutions

Copyright © 2014 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: October 2014

Production reference: 1141014

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-84968-968-7

www.packtpub.com

Cover image by Shivani (<[email protected]>)

Credits

Author

Andy Paul

Reviewers

Markus Darda

Ben Piper

Neil Spellings

Acquisition Editors

Pramila Balan

Meeta Rajani

Content Development Editor

Shubhangi Dhamgaye

Technical Editor

Shruti Rawool

Copy Editors

Insiya Morbiwala

Sayanee Mukherjee

Aditya Nair

Stuti Srivastava

Project Coordinator

Venitha Cutinho

Proofreaders

Simran Bhogal

Ameesha Green

Paul Hindle

Indexers

Hemangini Bari

Mariammal Chettiyar

Rekha Nair

Production Coordinator

Conidon Miranda

Cover Work

Conidon Miranda

Notice

The statements made and opinions expressed herein belong exclusively to the author and reviewers of this publication, and are not shared by or represent the viewpoint of Citrix Systems, Inc. This publication does not constitute an endorsement of any product, service, or point of view. Citrix makes no representations, warranties or assurances of any kind, express or implied, as to the completeness, accuracy, reliability, suitability, availability, or currency of the content contained in this publication or any material related to this publication. Any reliance you place on such content is strictly at your own risk. In no event shall Citrix, its agents, officers, employees, licensees, or affiliates be liable for any damages whatsoever (including, without limitation, damages for loss of profits, business information, or loss of information) arising out of the information or statements contained in the publication, even if Citrix has been advised of the possibility of such loss or damages.

Citrix, Citrix XenApp, XenApp, XenDesktop, XenServer, XenCenter, XenMobile, Xen, CloudPortal, NetScaler, NetScaler Gateway, NetScaler VPX, StoreFront, Citrix Receiver, FlexCast, NetScaler Insight Center, EdgeSight, and other Citrix marks and brands appearing herein are trademarks of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered in the U.S. Patent and Trademark Office and in other countries.

About the Author

Andy Paul is an accomplished virtualization architect, instructor, and speaker. He has designed and delivered virtualization projects for Fortune 500 companies, public and private health care organizations, and higher education institutions. He has also served as a lead technical trainer, adjunct professor, and guest speaker for multiple organizations.

He is a leading industry consultant. He currently manages multiple delivery teams, oversees project architecture, assists large enterprise customers across various industries, and is a global VDI subject matter expert.

Visit his blog at www.paultechnologies.com/blog.

My wife, Mandy; our three beautiful children; and my parents, Steve and Vicki—thank you for always encouraging and supporting me.

To my mentors, Steve Bone and David Lennox, for helping me stretch and reach further than I ever expected. For all of your guidance and friendship over the years, thank you.

About the Reviewers

Markus Darda is the owner of MD Consultancy (Germany) and DaComp GmbH (Switzerland). As a senior Citrix engineer and architect, he works for enterprise customers across Europe to design and implement Citrix (XenApp and XenDesktop) environments. As a Citrix trainer, he teaches all the Citrix products to customers and works for Citrix as a subject matter expert in different courseware and exams.

He has worked for Lanxess, Germany; T-Systems, Germany; Koenen en Co, the Netherlands; and for companies in Switzerland, Sweden, and Norway.

He has worked on different courseware from Citrix.

Ben Piper is a hands-on IT consultant, network and systems engineer, developer, and author specializing in advanced enterprise networking and virtualization technologies, including Cisco, Citrix, Microsoft, RedHat Enterprise Linux, and VMware. He has over 10 years of experience designing and implementing technology and consulting for organizations such as McKesson, the National Science Center, the Department of Veterans Affairs, as well as dozens of hospitals, health care organizations, and small businesses. He has numerous Cisco, Citrix, and Microsoft certifications. He has authored technology content for ExecSense and Corp! Magazine, and his technology advice has been featured on news media outlets, including CNBC, Investor's Business Daily, NASDAQ, and Monster.com. His consulting website, http://benpiper.com, provides a variety of free resources for Citrix, Cisco, Linux, VMware, scripting, coding, and more.

Neil Spellings is an independent virtualization and cloud infrastructure consultant who has been working with Citrix products since the early days of WinFrame and MetaFrame, and he was instrumental in the initial deployments of server-based computing technologies for a number of large financial institutions in the UK and Europe.

He is a Citrix Certified Expert - Virtualization and is certified across numerous other Citrix and Microsoft products to give a balanced view of the virtualization marketplace. He is a recognized subject matter expert by Citrix Education and has contributed questions to numerous XenApp 6, 6.5 CCA, CCAA, and CCEE exams, and he has also helped write the recent XenDesktop 7 Design exam.

He is an active member of the Citrix community in the UK. He usually travels around Europe to both present and attend E2E/PubForum events, such as Synergy; he is one of the founding members of the UK Citrix user group and remains on its steering group. He blogs at http://neil.spellings.net and frequently shares his opinions on Twitter via @neilspellings.

He was awarded the Citrix Technology Professional (CTP) status in 2013 for his contributions to the community.

He is a STEM ambassador and runs a Code Club in a local primary school with the ambition to inspire and encourage children to take up a career in ICT and learn to code.

He lives in Surrey, England with his wife, Ina, and 6-year-old daughter, Zoë.

www.PacktPub.com

Support files, eBooks, discount offers, and more

You might want to visit www.PacktPub.com for support files and downloads related to your book.

Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at for more details.

At www.PacktPub.com, you can also read a collection of free technical articles, sign up for a range of free newsletters and receive exclusive discounts and offers on Packt books and eBooks.

http://PacktLib.PacktPub.com

Do you need instant solutions to your IT questions? PacktLib is Packt's online digital book library. Here, you can access, read and search across Packt's entire library of books.

Why subscribe?

Fully searchable across every book published by Packt

Copy and paste, print and bookmark content

On demand and accessible via web browser

Free access for Packt account holders

If you have an account with Packt at www.PacktPub.com, you can use this to access PacktLib today and view nine entirely free books. Simply use your login credentials for immediate access.

Instant updates on new Packt books

Get notified! Find out when new books are published by following @PacktEnterprise on Twitter, or the Packt Enterprise Facebook page.

Preface

Designing Citrix XenApp 7.5 as the basis for a desktop virtualization solution requires extensive planning. There are numerous options and scenarios to consider. Taking the time to properly plan and then execute is key to any successful deployment.

This book covers how to use Citrix XenApp 7.5 for desktop virtualization solutions. XenApp can be classified as both application virtualization as well as desktop virtualization. When using XenApp, you can provide end user access to select applications or an entire virtual desktop. Providing a virtual desktop with XenApp is also known as using the Hosted Shared Desktop (HSD) model. This means that multiple users can share the same desktop with common resources as opposed to a dedicated desktop.

What this book covers

Chapter 1, Planning Desktop Virtualization, provides an overview of desktop virtualization and the associated components. This includes an overview of the building blocks of VDI and determining the right fit for your environment.

Chapter 2, Defining Your Desktop Virtualization Environment, focuses on understanding the business requirements and driving factors of your virtual desktop strategy, including creating use cases by understanding your users and applications as well as planning your overall VDI strategy.

Chapter 3, Designing Your Infrastructure, explains how to design and scale the core infrastructure to host your XenApp solution. This involves creating high-level reference architectures and planning the virtual, physical, networking, and storage infrastructures.

Chapter 4, Designing Your Access Layer, explains how to design the Access layer components, including NetScaler and StoreFront, delving into the design specifics and identifying any constraints.

Chapter 5, Designing Your Application Delivery Layer, explains how to design the Application Delivery layer components, including all of the XenApp site design elements such as controllers, session hosts, Delivery Groups, and application publishing models.

Chapter 6, Designing Your Virtual Image Delivery, focuses on workload imaging services and delivery. This includes an overview of Provisioning Services and Machine Creation Services as well as best practices and recommendations.

Chapter 7, Designing Your Supporting Infrastructure Components, focuses on the remaining supporting components for the XenApp solution, including licensing, database requirements, monitoring services, and print services.

Chapter 8, Optimizing Your XenApp® Solution, focuses on the auxiliary components that can be used to further optimize and customize the XenApp environment. This includes profile management, Citrix policies, Active Directory policies, and printing considerations.

Chapter 9, Implementing Your XenApp® Solution, covers the final steps to implement a XenApp solution. It focuses on building the desktop and applications for delivery, capacity planning, load testing, user acceptance testing, and production rollout planning.

What you need for this book

This is based on Citrix XenApp 7.5 Platinum Edition and all its associated components, including StoreFront 2.5, License Server 11.11, and Provisioning Services 7.1. We will also take a look at XenServer 6.0.2, Citrix NetScaler 10.1, Microsoft SQL Server 2012, and Microsoft File Services.

In order to recreate the steps in this manual, you will need a minimum of two Windows Server 2008 R2 or Windows Server 2012 systems, preferably more. You will also need the downloadable Citrix XenApp 7.5 media from www.citrix.com.

Who this book is for

This book is written for Citrix engineers, Citrix architects, virtualization consultants, and IT project managers. It is assumed that the reader has some prior experience with Citrix XenApp and related technologies or with desktop virtualization. However, prior experience is not required to understand the main concepts and flow of the material presented.

This book attempts to balance technical detail and business logic. Each topic is written using an easy-to-follow guide based on real-world experience and explains the reasoning behind the recommended design decisions.

Introduction to the XenApp® 7.5 platform

Before we delve too deep into desktop virtualization solutions, you need to first understand more about Citrix XenApp. Citrix XenApp was previously known as Citrix Presentation Server. Prior to that, it was also known as Citrix MetaFrame Server and Citrix WinFrame Server. You may hear some of these other terms or see them mentioned in other articles or legacy documentation. With the introduction of Citrix XenDesktop 7, XenApp and XenDesktop were merged into a common code base. The material presented in this book for XenApp 7.5 applies to XenDesktop 7.5 environments as well.

Citrix XenApp operates on top of Microsoft Remote Desktop Services, also known as Terminal Services or Remote Desktop Session Host. XenApp contains its own management suite (called Studio) as well as its own transportation protocol (ICA, short for Independent Computing Architecture). The combination of management and streamlined protocol has allowed Citrix to maintain status as the industry leader in application and desktop virtualization. Combining this with other products of Citrix allows enterprises to create secure and scalable virtualization solutions.

In its most simplistic form, Citrix virtualization is about enabling users to use their applications from any device anywhere. If a user is not able to use his/her applications effectively, then there is little point to virtualization. Even in a traditional desktop environment, Citrix can be leveraged to deliver applications to users in a secure and scalable fashion.

In most environments, XenApp can deliver the entire desktop and application set. In other environments, you may see a mix of XenApp and XenDesktop, as shown in the following figure:

The distribution of XenApp and XenDesktop in VDI consulting engagements

Benefits of using Citrix XenApp®

The key objective in all of this is to allow users to remotely interact with applications. If a user is not able to use their application effectively, then there is no reason for businesses to invest in virtualization. Using remote applications with Citrix XenApp offers numerous benefits; they are outlined in the following table.

The following benefits illustrate why organizations, large and small, see the value of using Citrix XenApp for their virtualization solution. There may be additional benefits for your organization as well, such as: