Citrix MetaFrame MetaFrame Presentation Server Reviewer's Manual

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MetaFrame Presentation Server

Reviewer's Guide
Citrix® MetaFrame® Presentation Server 3.0 for Windows®
Citrix® MetaFrame® Access Suite

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Summary of Contents for Citrix MetaFrame MetaFrame Presentation Server

  • Page 1: Metaframe Presentation Server

    MetaFrame Presentation Server Reviewer’s Guide Citrix® MetaFrame® Presentation Server 3.0 for Windows® Citrix® MetaFrame® Access Suite...
  • Page 2 Copyright © 2001-2004 Citrix Systems, Inc. All rights reserved. Citrix, ICA (Independent Computing Architecture), MetaFrame, MetaFrame XP, NFuse, and Program Neighborhood are registered trademarks, and SpeedScreen is a trademark of Citrix Systems, Inc. in the United States and other countries.
  • Page 3: Table Of Contents

    MetaFrame Presentation Server ........
  • Page 4 Using the Presentation Server Console ........52...
  • Page 5 Monitoring Server Loads ........
  • Page 7: Chapter 1 Introduction

    This guide is for anyone reviewing or evaluating Citrix MetaFrame Presentation Server for Windows, Version 3.0. Citrix MetaFrame Presentation Server is the easiest way to manage enterprise applications from a central location and access them from anywhere. As the foundation of the Citrix MetaFrame Access Suite, Citrix MetaFrame Presentation...
  • Page 8: Metaframe Presentation Server Benefits

    MetaFrame Presentation Server Benefits MetaFrame Presentation Server solutions enable you to provide your users with uninterrupted, secure access to your organization’s applications and information, from almost any device over any network connection Internet, LAN, WAN, dialup, or wireless. Whether your users rely on desktop PCs, Macintoshes, laptops, UNIX or Linux...
  • Page 9: Introducing Citrix Metaframe Access Suite

    Introducing Citrix MetaFrame Access Suite MetaFrame Access Suite powers the on-demand enterprise by giving workers, anywhere, at any time, using any device, over any connection, the ability to easily and securely access whatever resources they need without regard to the underlying computing complexity.
  • Page 10 For the latest product information about MetaFrame Presentation Server for Windows, see www.citrix.com/presentationserver. Citrix MetaFrame Presentation Server for UNIX. Provides users with secure access to UNIX and Java applications, supporting Sun Solaris, HP-UX, and IBM AIX platforms.
  • Page 11: Metaframe Presentation Server Editions

    MetaFrame Presentation Server, Standard Edition. Delivers the level of control that departments, workgroups, and small organizations need to extend the reach of Windows 2000 Server and Windows Server 2003 to any device. With the Standard Edition, small organizations can centralize IT management and provide workers with secure access to applications anytime, anywhere, and over any connection.
  • Page 12: Introducing Metaframe Presentation Server Components

    Introducing MetaFrame Presentation Server Components MetaFrame Presentation Server includes the following components and component sets: • MetaFrame Presentation Server • Management Consoles • Administration Tools • MetaFrame Presentation Server Clients • Citrix Document Center • Secure Gateway Presentation Server Console...
  • Page 13: Metaframe Presentation Server

    SAP and Peoplesoft, or any other custom applications. You can group a number of servers together to form a server farm. A server farm is a group of computers you manage as a single entity. Server farms provide you with a flexible and robust way of deploying applications and content to users.
  • Page 14 You can use the Presentation Server Console to manage a server farm from any location. By default, the Presentation Server Console is installed with MetaFrame Presentation Server. License Management Console The License Management Console is a Web-based application that lets you track and manage licenses.
  • Page 15: Administration Tools

    To help organize automatic client updates, use the ICA Client Update Configuration utility to manage the client update database. You can configure a client update database on each server in a server farm or configure one database to update the Clients for multiple servers running MetaFrame Presentation Server.
  • Page 16 Local text echo temporarily utilizes client fonts to immediately display text a user types while the screen redraw from the server is in transit. When a user types text, the keystrokes are sent to the server, which renders the fonts and then returns the updated screen redraw to the client.
  • Page 17: Metaframe Presentation Server Clients

    MetaFrame Presentation Server. The MetaFrame Presentation Server Client software is available for a range of different devices so users can connect to published applications from various platforms.
  • Page 18 The ICA protocol sends keystrokes, mouse clicks, and screen updates between the server and the client, so to the user of the client device it appears as if the software is running locally.
  • Page 19 Web Client The Web Interface technology, which allows interactive applications to be published to users through a Web site, is built into MetaFrame Presentation Server. Use the Web Interface for MetaFrame Presentation Server to give users access to published resources through the Web or your Intranet. Users log on to the Web Interface using a familiar Web browser and see links to the applications that they are authorized to run.
  • Page 20: The Secure Gateway For Metaframe Presentation Server

    The Web Interface dynamically creates an HTML page with a depiction of the server farm for each of your users. After logging on, each user sees a Web page that includes all the applications and resources in the server farm that you configure for that user.
  • Page 21: Citrix Document Center

    Installation Manager This capability eases the administrative burden of installing and uninstalling applications on servers in large server farms. With the click of a mouse, administrators can replicate applications across the entire farm, saving time and effort. (Only available in MetaFrame Presentation Server Enterprise Edition.)
  • Page 22: New Features Of Metaframe Presentation Server

    In earlier releases, a data collector automatically sent updates about server loads in its zone to the data collectors in other zones. This change in communication is designed to reduce interzone network traffic.
  • Page 23: Policies

    Policies You can now create policies to apply connection settings based on server groups, IP addresses, and client names—in addition to users or user groups as in earlier releases. New policy rules give you broader control over bandwidth limits, zone connection preferences, audio options, and printing.
  • Page 24: Enhanced Multimedia Support

    Lossy image compression reduces the size of image files the server sends to...
  • Page 25: Session Reliability

    Session Reliability is available and enabled by default with the Enterprise and Advanced Editions of MetaFrame Presentation Server. This feature is supported with Version 8 or later of the MetaFrame Presentation Server Client for 32-bit Windows. Workspace Control Workspace Control enables users to quickly switch between client devices and is especially useful to roaming or mobile users.
  • Page 26: Other Key Features Of Metaframe Presentation Server

    Active Directory support. MetaFrame Presentation Server supports Microsoft Active Directory, allowing administrators to publish applications to Active Directory users and groups. Users can log onto MetaFrame Presentation Server using their full Active Directory-based username and password. Printer management. Even in diverse printing environments, administrators can efficiently manage resources and ensure end-user satisfaction, thanks to tools enabling printer driver replication and client printer compatibility.
  • Page 27 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.
  • Page 28 Use Content redirection to redirect application launching from: • Client to server. Content, such as a file attached to an email message, that the user encounters when running a local application is opened with an application published on the server. This capability is supported with the Win32 Program Neighborhood Agent, the Macintosh client, and the WinCE client.
  • Page 29: Getting More Information And Help

    You can access the Document Center from your product CD-ROM or install it on your servers. To start the Document Center • On a server on which you installed the Document Center, from the Start menu, choose All Programs > Citrix > MetaFrame Presentation Server > Documentation and open document_center.pdf. •...
  • Page 30: Other Product Documentation

    • In many places in the MetaFrame Presentation Server user interface, integrated on-screen assistance is available to help you complete tasks. For example, in the Access Suite Console, you can position your mouse over a setting to display help text that explains how to use that control.
  • Page 31 Most of the operations that you can perform using the MetaFrame Presentation Server user interface can also be scripted by using the Citrix Software Development Kit (SDK). The SDK also lets programmers customize most aspects of MetaFrame Presentation Server.
  • Page 33: Chapter 2 Installing And Licensing Metaframe Presentation Server Components

    Installing and Licensing MetaFrame Presentation Server Components This chapter describes how to install and setup MetaFrame Presentation Server for Windows and its clients. Specifically, this chapter addresses: • Requirements for Performing this Review • Licensing Evaluation Versions of Citrix Products •...
  • Page 34: Requirements For Performing This Review

    To perform this review, Citrix suggests that you have access to at least two clean, server-class computers that are not currently in use and a computer that can serve as a client device. All three computers communicate over a network and belong to a single domain or workgroup that is not currently used by a MetaFrame Presentation Server.
  • Page 35 Microsoft Internet Information Services (IIS) Version 5.0 or later and ASP.NET Please note the MetaFrame installer does not install IIS or ASP.NET. Prior to installing MetaFrame Presentation Server, use Manage Your Server to add to your server the Server Role Application server (IIS, ASP.NET).
  • Page 36: Metaframe Presentation Server Installation Overview

    On your secondary server, you install only MetaFrame Presentation Server. On your client computer, you install the following: • MetaFrame Web Interface Client • MetaFrame Win32 Program Neighborhood Agent The next section describes how to install the license server and license the evaluation versions of Citrix products.
  • Page 37: Licensing Evaluation Versions Of Citrix Products

    Suite License Server. 2. Open the Server CD for MetaFrame Presentation Server. If you do not see Citrix MetaFrame Presentation Server Setup, use Windows Explorer to open Autorun.exe on the Server CD. 3. On the Citrix MetaFrame Presentation Server Setup dialog box, click Product installations, then click Install MetaFrame Access Suite License Server.
  • Page 38: Obtaining And Installing An Evaluation License

    Select Features • License Files Location 8. On the Restart IIS Web Server Service dialog box, choose OK to restart IIS, then click Next. 9. On the Ready to Install Application dialog box, click Next, and after completion of license server installation, click Finish twice.
  • Page 39 After downloading the license file, you can close the Download Complete dialog box and Web browser window. Next, you upload the license file to the license server. The next section describes how to use the License Management Console to upload the license file.
  • Page 40 Management Console. 2. On the License Manager Console page, click Configure License Server. 3. On the Configuration tab, click Copy license file to this License Server. 4. On the Upload License File page, click Browse, choose the license file you downloaded, then click Open.
  • Page 41: Installing Metaframe Presentation Server And Creating A Server Farm

    License Server, and begin to build a server farm called DemoFarm. In addition to the server farm, in this installation, you are also installing the Web Interface, which allows administrators to integrate and publish applications into any standard Web browser, without having to rewrite applications.
  • Page 42 2. On the License Agreement dialog box, select I accept the license agreement, then click Next. 3. On the Connecting to a Server dialog box, in the Name field, allow localhost, then click Next. 4. On the following dialog boxes, accept the defaults by clicking Next: •...
  • Page 43 On the Pass-Through Authentication for the Pass-Through Client dialog box, choose Yes, then click Next. 4. On the Create or Join a Server Farm, verify selection of Create a new farm, and click Next. In the Farm name field, type DemoFarm, and click Next, then on the In Assign Farm Administrator Credentials dialog box, click Next again.
  • Page 44 Finish. 3. Restart your server. In this section, you installed a primary MetaFrame Presentation Server and created a server farm called DemoFarm. In the next section, you set up a secondary server on another computer and add it to DemoFarm.
  • Page 45: Adding A Metaframe Presentation Server To Your Server Farm

    2. Ensure that you have added the server roles of Application Server and Terminal Server. 3. Ensure you know the case sensitive spelling of the name of your primary server and its domain. 4. Close all applications.
  • Page 46 Program Neighborhood Agent • WMI Providers Then, click Next. 3. On the Create or Join a Server Farm dialog box, choose Join an existing farm, then click Next. 4. On the Join a Server Farm dialog box: • Choose Connect to a database on this server.
  • Page 47 View the Readme file, then click Close. 3. On the Installation Summary dialog box, click Finish. 4. Restart your server. You now have a server farm, DemoFarm, which consists of two servers you can manage through the Presentation Server Management Console installed on your primary server.
  • Page 48: Installing Metaframe Clients

    3. On the Select Client dialog box, pull down the Program Neighborhood menu, choose Entire feature will be unavailable, then click Next. 4. On the Server Address dialog box, type the URL of your primary MetaFrame Presentation Server. The URL of your primary server has the following form: where servername is the name of your primary server.
  • Page 49 The next chapter describes how to: • Use the MetaFrame Presentation Server Management Console to publish applications • Use the Web Interface and Program Neighborhood Agent to access published applications • Use the Management Console to manage your servers...
  • Page 50 MetaFrame Presentation Server Reviewer’s Guide...
  • Page 51: Chapter 3 Using Metaframe Presentation Server For Windows

    Using MetaFrame Presentation Server for Windows This section describes how to demonstrate the features and capabilities of MetaFrame Presentation Server. It contains the following information: • Using the management console • Publishing applications and content • Creating application Web sites with the Web Interface •...
  • Page 52: Using The Presentation Server Console

    All Programs > Citrix > Management Consoles > Presentation Server Console. 2. In Log On to Server Farm, enter your domain user name, password, and domain for the farm administrator you created during MetaFrame Presentation Server setup, then click OK From the console, you can: •...
  • Page 53 This screen capture shows the Presentation Server Console for DemoFarm. The console window is split into two panes: 1. The left pane shows the components of a server farm. The object at the top of the tree represents the server farm. The next level of objects under the server farm represents management features and components in the server farm, called nodes.
  • Page 54: Making Published Applications And Content Available To Users

    4. Make DemoFarm available to users in your domain. Publishing Applications When you have installed the applications you want to publish on a server in the farm, you publish them for your end users to access. You can use the Presentation Server Console to publish applications on any server in the server farm;...
  • Page 55 Next. 6. In Specify Client Requirements, click Next. 7. In Specify Application Limits, click Next. 8. In the Specify Servers, select your secondary server, click Add, then click Next. 9. In Specify Users: • Double-click the domain in which your server resides.
  • Page 56: Publishing Web Content

    4. In Program Neighborhood Settings, select Add shortcut to the client’s desktop, then click Next. 5. In Specify Users, double-click the domain in which your server resides, choose Domain Users and click Add, then click Finish. After publishing applications and content, configure the Web Interface. The next section explains how to open the Web Interface Console and configure the Web Interface for use with DemoFarm.
  • Page 57: Configuring The Web Interface

    1. On your client computer, open a Web browser and in the Address field, type the following: http://<servername>/Citrix/MetaFrame/WIAdmin where <servername> is the name of the server running the Web Interface. 2. Enter your domain user name and password, then click OK. 3. In the left pane, under Server Settings, click Manage Farms.
  • Page 58: Exploring The User Experience

    Web Interface to access published applications. To access published applications through the Web Interface 1. Use a Web browser to open the URL to your primary server, which runs the Web Interface. The URL to your primary server has the following form: http://servername where servername is the name of your primary server in DemoFarm.
  • Page 59: Running Published Applications From A Client Desktop

    After logging into your client computer note that you have three icons on your desktop: Calculator2, which runs calculator on the secondary server of DemoFarm, Notepad1, which runs Notepad on the primary server of DemoFarm, and My Citrix, which opens www.mycitrix.com in a browser window that runs locally.
  • Page 60: Monitoring And Managing Client Sessions

    2. If the management console is not open, open Start > All Programs > Citrix > MetaFrame Presentation Server > Presentation Server Console, and log on. 3. In the left pane of the console, expand the Server tree and select the primary server.
  • Page 61: Managing Printers For Clients

    You can make printers that are already installed on client computers available in ICA sessions. To do so, install printer drivers on a server and use the replication feature in the management console to distribute the drivers to all servers in the farm.
  • Page 62: Configuring Auto Creation Of Client Printers

    Update printer properties at each logon. Select this option to update client printers on the server using settings from printers on the clients. The client printers are updated when users log on. Do not select this option if you want to retain changes to client printers on the server made during ICA sessions.
  • Page 63: Auto Creation And Citrix Connection Configuration

    All client printers. Select this option to auto create all of the client printers on a user’s client device. Use connection settings for each server. Select this option to accept the settings specified for the ICA connection in the Citrix Connection Configuration utility.
  • Page 64: Using The Universal Printing Capabilities

    The server uses that universal driver to create a client printer within the ICA session. The server can then use the universal driver to send print jobs to that client printer. The client printer translates...
  • Page 65: Benefits Of Using The Universal Driver

    If the correct native printer driver is not available on the application server, the client printer is automatically created using a compatible universal driver. You can use the Presentation Server Console to change the default settings.
  • Page 66: Using Policies

    • Turn off Client Auto Update for specific users With user policies, you can tailor MetaFrame Presentation Server to meet users’ needs based on their job functions, geographic locations, or connection types (LAN, WAN, or dial-up). For example, for security reasons, you may place restrictions on user groups who regularly work with highly sensitive data.
  • Page 67: Assigning A Policy

    9. In Assign Shadowing Permissions, double-click your domain, choose Domain Users, click Add, then click OK. 10. In Shadow Properties, click OK. After you have created the Shadow policy and configured its rules, assign the policy to connections that you want to be able to shadow. Assigning a Policy To assign the shadowing policy to connections 1.
  • Page 68 MetaFrame Presentation Server Reviewer’s Guide...
  • Page 69 Chapter 3 Using MetaFrame Presentation Server for Windows...
  • Page 71: Chapter 4 Using Metaframe Access Suite Components

    Using MetaFrame Access Suite Components This chapter introduces the MetaFrame Access Suite Console and describes: • Configuring Access Suite Console for the First Time • Accessing Farm Information • Accessing Access Suite License Server • Using the License Management Console HAPTER...
  • Page 72: Configuring Access Suite Console For The First Time

    To run discovery 1. On your primary server, open the MetaFrame Access Suite Console by choosing Start > All Programs > Citrix > Access Suite Console. 2. In the left pane of Access Suite Console, choose MetaFrame Access Suite, then, under Common Tasks, click Run discovery.
  • Page 73: Accessing Farm Information

    The data collector is the database that stores dynamic information about a zone. In addition to monitoring a server farm, you can also use the Access Suite Console to access the Access Suite License Server.
  • Page 74: Launching License Management Console

    After adding a shortcut to the License Management Console, you can open it and manage licenses. To launch the License Management Console 1. In Shortcuts to license servers, select the license server in the list. 2. Click Launch License Management Console on server. 3. Enter your credentials, then click OK.
  • Page 75: Opening The License Management Console

    License Management Console is running. To open the License Management Console on your primary server 1. Using the user name you used when you installed the license server, log onto your primary MetaFrame Presentation Server, which is also where you installed your license server.
  • Page 76: Determining License Availability

    Perusing Historical Usage Historical reports are based on log files, the encoded record of license usage generated by the license server. By running historical usage reports, you can choose to see license availability and consumption information for one or more log files.
  • Page 77: Controlling License Management Console Access

    The console is designed for anyone who is administering Citrix licensing as well as people who need to run licensing reports.
  • Page 79: Chapter 5 Using Load Manager

    Using Load Manager With Load Manager, an administrator can set up, monitor, and adjust server and published application loads in a server farm so that users can run the applications they need quickly and efficiently. When a user connects to a published application that is load balanced with Load Manager, Load Manager identifies the server with the lightest load for that application.
  • Page 80: Introducing Load Manager Rules

    The Default load evaluator contains one rule—server user load—that reports a full load when 100 users log on to the server. The Default load evaluator is attached to your server by default when you activate your Advanced or Enterprise Edition license, enabling Load Manager.
  • Page 81 To create a load evaluator 1. In the in the left-hand pane of the Presentation Server console, select Load Evaluators. 2. In the right pane, right-click Advanced and choose Duplicate Load Evaluator. 3. In Duplicate Load Evaluator, for Name type Demo Evaluator.
  • Page 82: Viewing Load Evaluator Assignments

    1. From your client device, run the Notepad published application using Program Neighborhood Agent. 2. In the left-hand pane of the console on your primary server, select the server you want to monitor. 3. Click the Load Manager Monitor tab in the right-hand pane. A yellow line indicates the status of each rule in real time.
  • Page 83: Chapter 6 Using Resource Manager

    Using Resource Manager Resource Manager enables administrators to efficiently manage and monitor MetaFrame Presentation Server farm resources to ensure optimum application availability and performance for users. This section contains the following information about Resource Manager: • Understanding the Report Center •...
  • Page 84: Report Center

    • Server Availability report. Lists the servers in a farm and the percentage of time when they were available, in a planned down state, and in an unplanned down state.
  • Page 85: Real-Time Monitoring Capabilities

    A suitable performance metric, such as CPU Load, displayed in your custom view, allows you to pinpoint problems quickly on any server in any location.
  • Page 86: Identifying Status Icons

    During installation, Resource Manager automatically configures a set of limits for the metrics that apply to each server. If the value of a metric falls outside normal limits, a visual alarm is displayed to warn you. You may be required to alter these limits to suit your specific MetaFrame Presentation Server environment.
  • Page 87: Monitoring Servers

    To view the status display for a server 1. In the left pane of the Presentation Server Console, expand the Servers folder, then click the server you want to examine. To view the status of all servers, click the Servers folder.
  • Page 88: Monitoring The Status Of A Group Of Servers

    1. Right-click the Servers folder in the left pane, and select New Folder. 2. Enter a name for the new folder in the text box. 3. Select server names from the left pane, and drag and drop them into the new folder.
  • Page 89: Using The Summary Database

    You can also generate reports from a summary database using an external package such as Crystal Reports. Before you start using a summary database 1. Install your DBMS software onto a server and create a database on it. Resource Manager supports the following DBMS software: •...
  • Page 90: Looking Back To A Specific Time

    Reports tab. Looking Back to a Specific Time If there is a problem on a particular server, you can produce a report of its status, generated for a 15 second period, at the time the problem occurred. You can then use this report to evaluate why the problem happened.
  • Page 91: Reporting On The Use Of Applications

    Reporting on the Use of Applications You can produce a report that displays information about the processes that are being monitored in the server farm, and in particular, processes that are running on a specific server. To produce a recent process report 1.
  • Page 93: Frequently Asked Questions

    The Knowledge Base is available in the Support area of the Citrix Web site: http://www.citrix.com. Why did Citrix create different editions of MetaFrame Presentation Server solutions? Citrix created different editions of MetaFrame Presentation Server, based on extensive customer and partner feedback, to accommodate application-serving environments of all sizes.
  • Page 94 Document Center, run on Windows Server 2003. Will MetaFrame Presentation Server work with members of MetaFrame XP product family? Yes. Feature MetaFrame Presentation Server, version 3.0, operates with all three members of the MetaFrame XP product family—MetaFrame XPs, XPa, and XPe. However, not all features are designed to work on all three solutions in the MetaFrame XP family.
  • Page 95 No. Only the components needed to update your MetaFrame Presentation Server to 3.0 will be installed. There is no need to reinstall MetaFrame Presentation Server or any applications on the server. All prior settings will remain unchanged as a result of installing MetaFrame Presentation Server 3.0.
  • Page 96 MetaFrame Presentation Server Reviewer’s Guide...
  • Page 97 Rheinweg 9 8200 Schaffhausen Switzerland Tel: +41 52 635-7700 Fax: +41 52 635-7711 Asia Pacific Headquarters Citrix Systems Asia Pacific Pty Ltd. Level 3, 1 Julius Avenue Riverside Corporate Park North Ryde NSW 2113 Sydney, Australia Tel:+61 2 8870 0800...

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