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Citrix Deployment Guidelines - UpSlide...UpSlide has user settings stored in the user Profile. For...
Transcript of Citrix Deployment Guidelines - UpSlide...UpSlide has user settings stored in the user Profile. For...
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March 2017
UpSlide
CITRIX
DEPLOYMENT
GUIDELINES
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
2 | 15
Table of contents
1 Summary ..................................................................................................................................................................................... 3
1.1 Folder and Registry Replication ................................................................................................................................. 3
1.2 Customization Updates ................................................................................................................................................ 3
1.3 Enable UpSlide only for certain users ...................................................................................................................... 4
2 Registry and Personal Folder Replication ........................................................................................................................ 4
2.1 Why this is important? .................................................................................................................................................. 4
2.2 How should I do that? ................................................................................................................................................... 4
3 Customizations Updates ........................................................................................................................................................ 6
3.1 Concept .............................................................................................................................................................................. 6
3.2 Shared Customization Folder setup ......................................................................................................................... 8
3.3 Customization Update Installation ............................................................................................................................ 9
4 Deploy UpSlide only for certain users. ............................................................................................................................. 11
4.1 UpSlide Registry Keys ................................................................................................................................................... 11
4.2 UpSlide Users GPO Creation ..................................................................................................................................... 12
4.3 Citrix Servers GPO Creation ....................................................................................................................................... 13
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
3 | 15
1 Summary
This Section introduces the main actions to deploy UpSlide on Citrix environment. For a step by step guide,
please refer to the rest of this guide.
1.1 Folder and Registry Replication
UpSlide has user settings stored in the user Profile. For it to work optimally, you need to enable Roaming
Profiles.
You need to make sure that these registry keys and Folders are synchronized between your Citrix servers:
KHEY_CURRENT_USERS\Software\Microsoft\Office\Excel\AddIns\Finance3point1.UpSlide.Excel,
%APPDATA%\UpSlide Folder (C:\users\{username}\AppData\Roaming\UpSlide).
1.2 Customization Updates
When UpSlide is installed locally, the customization (settings and content shared across the organization) is
stored locally. An administrator can then update his local content and use the build in update system to
propagate his local modifications to other users.
For a server install, another approach is needed as multiple users could be accessing the same files at any
given time. The solution is to have UpSlide use a customization stored on a central location and follow
these steps:
Use the PathToConfigFolder installer switch to make all Citrix servers point to the same folder,
Provide a local installation to the Administrators,
Copy the files from the administrator workstation to the central location.
ADMIN WORKSTATION
Citrix Customization
Shared folder
CITRIX END USERS
FILE TRANSFER
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
4 | 15
1.3 Enable UpSlide only for certain users
UpSlide load is controlled by a registry key in the user hive and can be overridden by the same key in the
machine hive. You must therefore move all keys installed by default in the machine hive on the user hive.
2 Registry and Personal Folder Replication
2.1 Why this is important?
UpSlide is an Add-In for the Microsoft Office suite. As such, it needs to store user-specific settings like
license activation status or regional settings. These information’s are stored in two places:
KHEY_CURRENT_USERS\Software\Microsoft\Office\Excel\AddIns\Finance3point1.UpSlide.Excel,
%APPDATA%\UpSlide Folder (C:\users\{username}\AppData\Roaming\UpSlide).
If you use a Citrix Server farm to deploy the Office Suite, you must ensure that HKEY_CURRENT_USERS Hive
is properly replicated between all your Citrix Servers as well as the AppData\Roaming folder of the user’s
session.
2.2 How should I do that?
The solution that we recommend is to enable Roaming Profiles for Citrix Users. If you don’t want to
replicate the whole Hive on your Citrix Servers, you will need to install Citrix Profile Management, and set
GPO’s.
You will also need to replicate the %APPDATA%\UpSlide Folder across your servers, this is handled by
default with Roaming Profiles.
✓ ✓ ✓
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
5 | 15
2.2.1 Enable Citrix Profile Management
Open the Group Policy Editor and create a new GPO with the scope of your users.
Figure 1: Group Policy Creation
Once created, open the new GPO.
Figure 2: GPO Opened
Go to Computer Configuration -> Policies -> Administrative Templates (ADMX Files) -> Citrix Components -
> Profile Management and set the following Policies:
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
6 | 15
Enable Profile Management: Set to Active,
Path to User Store: Set to Active and specify path to Roaming Profile location on your network,
Active write back Registry: Set to Active.
Once these settings are set, Citrix will replicate the integrality of HKEY_CURRENT_USER Hive across your
Server Farm, you can push the configuration further and specify Citrix to replicate only specific keys.
2.2.2 Setup Citrix to replicate specific keys during logoff
Open your Group Policy and go to Computer Configuration -> Policies -> Administrative Templates (ADMX
Files) -> Profile Management -> Registry -> Inclusion List and specify these settings:
Inclusion List: Add “Software\Microsoft\Office\Excel\AddIns\Finance3point1.UpSlide.Excel”
Figure 3: Inclusion List
3 Customizations Updates
3.1 Concept
UpSlide offers the ability to manage and share content and formatting between different teams in your
organization. For Example, users have direct Access to:
A Slide Library,
A Shape Library,
Templates in Excel, PowerPoint and Word.
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
7 | 15
This content is by default shared stored on each computer. A specific admin license allows to edit the
content locally and to export the modifications on a shared folder. At which point the following will happen:
At next UpSlide startup, the Add-In will check on the specified shared folder if an update is available,
If UpSlide detects a new version, the download is launched by using BITS Protocol,
Once download is complete, UpSlide will install it at next Office Startup.
Figure 4: UpSlide Customization Update Scheme
Of course, this scheme can’t be used in Citrix Environments.
Shared Folder
ADMIN
PUSH
USERS
NEW CUSTOMIZATION
UPDATE NEW CUSTOMIZATION
BASE CUSTOMIZATION
PULL
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
8 | 15
To update the customization with Citrix environment the following process should be used instead:
Figure 5: UpSlide Customization Updates with Citrix
This operation needs to be done when no users are using the Office Pack on Citrix. Follow the steps below
to push an Update through Citrix.
3.2 Shared Customization Folder setup
In the previous section, we seen that UpSlide customization updates should be handled differently in case
of Citrix deployments, two steps are required to handle this properly:
create a Shared Folder to store the Customization,
configure UpSlide on Citrix Servers to use this Shared Folder.
FILE TRANSFER
Citrix Customization
Shared folder
ADMIN
UPDATE NEW CUSTOMIZATION
BASE CUSTOMIZATION
DIRECT ACCESS
CITRIX END USERS
NEW CUSTOMIZATION
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
9 | 15
3.2.1 Shared Folder Creation
On a File Server, create a new folder that can be accessed by Users with Read Only permissions.
Figure 6: Folder Sharing Settings
Under this folder, you will need to Create another folder named Config:
3.2.2 UpSlide configuration
To have the same Customization Folder Across all your Citrix servers, you will need to add a Command Line
Switch during installation:
For MSI Packages: EXEOPTIONS=”””PathToConfigFolder=\\Server\UpSlideFolder”””
Figure 7: UpSlide MSI Silent Install + Configuration Folder
For EXE Packages: “PathToConfigFolder=\\Server\UpSlideFolder”
Figure 8: UpSlide EXE Silent Install + Configuration Folder
NOTE: The Path to the Shared Folder should not include the “Config” folder.
Once applied, all Citrix servers will use the same customization folder.
3.3 Customization Update Installation
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
10 | 15
WARNING: This should be done when no users are using Office Suite on Citrix.
First, erase the content of the Config folder under the previously created Citrix Shared Folder.
On Admin Workstation, go to C:\ProgramData\UpSlide\Config:
Figure 9: UpSlide Customization Location
Next, copy all the content of this folder and paste it under Config folder on the previously created Shared
Folder:
Figure 10: File Copy
Once the copy is done you can allow users to connect again to Citrix.
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
11 | 15
4 Deploy UpSlide only for certain users.
4.1 UpSlide Registry Keys
To have UpSlide automatically loaded at Office startup, UpSlide installer deploys registry keys. By default,
these keys are located on HKEY_LOCAL_MACHINE Hive.
When using Office 64 bits on a computer running Windows 64 bits:
HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Excel\Addins\Finance3point1.UpSlide.Excel:
Friendly name (String): A set of customized tools designed by UpSlide for Office
Description (String): UpSlide for Excel
LoadBehavior (DWord): 3
Manifest (String): C:\ProgramData\UpSlide\Finance3point1.UpSlide.Excel.vsto|local
HKEY_LOCAL_MACHINE\Software\Microsoft\Office\PowerPoint\Addins\Finance3point1.UpSlide.P
owerPoint:
Friendly name (String): A set of customized tools designed by UpSlide for Office
Description (String): UpSlide for PowerPoint
LoadBehavior (DWord): 3
Manifest (String): C:\ProgramData\UpSlide\Finance3point1.UpSlide.PowerPoint.vsto|local
HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Word\Addins\Finance3point1.UpSlide.Word:
Friendly name (String): A set of customized tools designed by UpSlide for Office
Description (String): UpSlide for Word
LoadBehavior (DWord): 3
Manifest (String): C:\ProgramData\UpSlide\Finance3point1.UpSlide.Word.vsto|local
Note: when using Office 32 bits on a computer running Windows 64 bits (or a 32 bits machines, simply
replace Software by Software\WOW6432Node.
If you don’t want to deploy UpSlide to All Users on your Citrix environment, these keys need to be moved
from HKEY_LOCAL_MACHINE Hive to HKEY_CURRENT_USERS.
This can be easily done by using a GPO deployed only on UpSlide users.
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
12 | 15
4.2 UpSlide Users GPO Creation
This Group Policy will create the keys into HKEY_CURRENT_USER Hive (User Configuration)
Create a new GPO and link it to UpSlide Users on the Group Policy Console.
Figure 11: New GPO Creation
On the newly created GPO, go to User Configuration -> Preferences -> Windows Settings -> Registry:
Figure 12: User Registry Configuration
Next, add new registry elements to HKEY_CURRENT_USER Hive:
HKEY_CURRENT_USER\Software\Microsoft\Office\Excel\Addins\Finance3point1.UpSlide.Excel:
Friendly name (String): A set of customized tools designed by UpSlide for Office
Description (String): UpSlide for Excel
LoadBehavior (DWord): 3
Manifest (String): C:\ProgramData\UpSlide\Finance3point1.UpSlide.Excel.vsto|local
HKEY_CURRENT_USER\Software\Microsoft\Office\PowerPoint\Addins\Finance3point1.UpSlide.Po
werPoint:
Friendly name (String): A set of customized tools designed by UpSlide for Office
Description (String): UpSlide for PowerPoint
LoadBehavior (DWord): 3
Manifest (String): C:\ProgramData\UpSlide\Finance3point1.UpSlide.PowerPoint.vsto|local
HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins\Finance3point1.UpSlide.Word:
Friendly name (String): A set of customized tools designed by UpSlide for Office
Description (String): UpSlide for Word
LoadBehavior (DWord): 3
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
13 | 15
Manifest (String): C:\ProgramData\UpSlide\Finance3point1.UpSlide.Word.vsto|local
Figure 13: HKEY_CURRENT_USER Registry Key Creation
4.3 Citrix Servers GPO Creation
This Group Policy will disable UpSlide by default on Citrix Servers, 6 Registry Keys needs to be deleted in the
HKEY_LOCAL_MACHINE Hive (Computer Configuration).
Create a new GPO and link it to UpSlide Users on the Group Policy Console.
Figure 14: New GPO Creation
Create another GPO, linked to Citrix Servers and go to Computer Configuration -> Preferences -> Windows
Settings -> Registry:
Figure 15: Computer Registry Modification
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UpSlide | Citrix Deployment Guidelines
UpSlide SAS - R.C.S. Paris 791 925 753 300018 - 20, avenue de l’Opéra - 75001 Paris - France +33 1 83 64 18 40
UpSlide UK Ltd - 9182131 - Level 39 - One Canada Square - Canary Wharf - London E14 5AB - UK +44 203 725 7589
UpSlide Inc. - 1460 Broadway, New York - NY 10036 - USA +1 929 238 4346
www.upslide.net
14 | 15
Set the GPO to delete the Key named LoadBehavior on these registry Path:
HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Excel\Addins\Finance3point1.UpSlide.Excel
HKEY_LOCAL_MACHINE\Software\Microsoft\Office\PowerPoint\Addins\Finance3point1.UpSlide.P
owerPoint
HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Word\Addins\Finance3point1.UpSlide.Word:
HKEY_LOCAL_MACHINE\Software\WOW6432Node\Microsoft\Office\Excel\Addins\Finance3point1
.UpSlide.Excel
HKEY_LOCAL_MACHINE\Software\WOW6432Node\Microsoft\Office\PowerPoint\Addins\Finance3
point1.UpSlide.PowerPoint
HKEY_LOCAL_MACHINE\Software\WOW6432Node\Microsoft\Office\Word\Addins\Finance3point
1.UpSlide.Word
Figure 16: Citrix Servers Registry GPO
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PARIS
20, Avenue de l’Opéra,
75001 Paris
LONDON
Level 39, One Canada Square,
Canary Wharf,
London, E14 5AB
NEW YORK
1460 Broadway, New York,
NY 10036