PVS Administrators Guide 6.0

7/31/2019 PVS Administrators Guide 6.0

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Administrator's Guide

CitrixProvisioning Services 6.0

Sept 2011

Revision 1


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Provisioning Services: Copyright and Trademark Notices

Use of the product documented herein is subject to your prior acceptance of the End User License Agreement. Aprintable copy of the End User License Agreement is included with your installation media.

Information in this document is subject to change without notice. Companies, names, and data used in examples hereinare fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by anymeans, electronic or mechanical, for any purpose, without the express written permission of Citrix Systems, Inc.

2011 Citrix Systems, Inc. All rights reserved.

The following are trademarks of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered in theUnited States Patent and Trademark Office and in other countries:

Branch Repeater, Citrix, Citrix Access Essentials, Citrix Access Gateway, Citrix DesktopReceiver, Citrix Desktop Server, Citrix EasyCall, Citrix Essentials, Citrix MerchandisingServer, Citrix Provisioning Services, Citrix Receiver, Citrix Repeater, Citrix StreamingServer, Citrix Subscription Advantage, Citrix Workflow Studio, Citrix XenApp, Dazzle,EdgeSight,HDX, ICA, NetScaler,Request Switching, StorageLink, VPX, WANScaler,XenDesktop, XenServer, Xen Data Center, Xen Source

All other trademarks and registered trademarks are the property of their respective owners.

Document code: September 27 2011 14:46:48


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Contents

1 Using the Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13Starting the Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Understanding the Console Window.........................................................14

Using the Console Tree... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Basic Tree Hierarchy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Using the Details View.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Common Action Menu Options.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Performing Tasks in the Console.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Action menu.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Right-click (context) Menu.. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Using Drag-and-Drop.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Using Copy and Paste. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Using Views.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

2 Managing Farms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19Configuring the Farm.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Configuration Wizard Settings... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Starting the Configuration Wizard......................................................21

Network Topology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Identify the Farm.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Identify the Database ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Create a New Store for a New Farm.. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Identify the Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Select the License Server... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Configure User Account Settings.......................................................25

Select Network Cards for the Stream Service... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .26

Configure Bootstrap Server... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Running the Configuration Wizard Silently.............................................29

Prerequisite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

To Create the ConfigWizard.ans File.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..29

To Copy and Modify the ConfigWizard.ans File... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..29

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To Run the ConfigWizard.exe Silently.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .30

Farm Propert ies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30General Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Security Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Groups Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Licensing Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Options Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

vDisk Version Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Status Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Farm Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Farm Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Connecting to a Farm.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Managing Connections... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

3 Managing Sites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35Creat ing Sites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Site Propert ies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

General Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Security Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

MAK Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Options Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

vDisk Updates Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

4 Managing Administrative Roles.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39Managing Farm Administrators.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Managing Site Administrators... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Managing Device Administrators.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Managing Device Operators... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

5 Managing Stores. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Store Administrative Privileges.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Store Propert ies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45General Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Paths Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Servers Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Store Configuration and Management Tasks.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..47

6 Managing Provisioning Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Contents

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Provisioning Servers in the Console.........................................................50

Provisioning Server Properties... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50General. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Stores. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Opt ions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Logging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Provisioning Server Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56

Adding Additional Provisioning Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Copying and Pasting Provisioning Server Properties..................................57

Deleting a Provisioning Server..........................................................57

Starting, Stopping, or Restarting Provisioning Services.. . .. . .. . .. . .. . . .. . .. . .. . .. . .. . 58

Showing Provisioning Server Connections.............................................59

Balancing the Target Device Load on Provisioning Servers. . . . . . . . . . . . . . . . . . . . . . . . . . .59

Checking for Provisioning Server vDisk Access Updates.. . . . . . . .. . . . . . . . . . . . .. . . . . . . 61

Configuring Provisioning Servers Manually.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. 61

Re-Running the Configuration Wizard... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. . 61

Starting and Configuring the Stream Service Manually. .. .. .. . .. .. .. .. .. .. .. . .. ..61

Disabling Write Cache to Improve Performance When Using Storage Device

Drives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62

Providing Provisioning Servers Access to Stores... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .63

7 Managing Target Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Getting the Bootstrap File... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

Network Booting a Target Device .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. 67

Booting From an Optional Boot Device.... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .68

Configuring the Bootstrap File From the Console... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .69

Configuring the Bootstrap File.....................................................71

Using the Manage Boot Devices Utility.... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .73

Configuring Boot Devices... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

Configuring the BIOS Embedded Bootstrap... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. 76

Configuring the BIOS-Embedded Bootstrap Settings.. . . . . . . . . . . . . . . . . .. . . . . . . . . 77

General Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Target Device IP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Server Lookup Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77

Options Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Target Device Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

Preparing a Master Target Device for Imaging... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..79

Preparing the Master Target Device's Hard Disk.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. . 80


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Configuring a Master Target Device's BIOS.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. 80

Installing Master Target Device Software.........................................82Installing Provisioning Services Target Device Software on a Windows Device

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

Adding Target Devices to the Database.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Using the Console to Manually Create Target Device Entries.. . . . . . . . . . . . . . . . . . .83

Using the Auto-Add Wizard.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

Assigning vDisks to Target Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

Set the Target Device as the Template for this Collection.. . . . . . . . . . . . . . . . . . . . . . . . . . . .87

Copy and Paste Target Device Properties... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..87

Booting Target Devices.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87

Checking a Target Device's Status from the Console..................................88

Sending Messages to Target Devices.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..88

Disabling a Target Device... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Deleting Target Devices... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Shutting Down Target Devices... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Restarting Target Devices.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Moving Target Devices Between Collections... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..90

Using the Status Tray on a Target Device.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..90

Starting the Virtual Disk Status Tray.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..90

Using the General Tab.. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Using the Statistics Tab... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Setting Virtual Disk Status Tray Preferences.. .. .. .. .. .. .. .. .. .. . .. .. .. .. .. .. .. ..92

Managing Target Device Personality... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..93

Define personality data from a single target device using the Console.. . . . . . . . .93

Define personality data for multiple target device using the Console. . . . . . . . . . . .94

Using Target Device Personality Data... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..94

Target Device Properties... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96

General Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97

vDisk Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98

Personality Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99

Authentication Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100

Status Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Logging tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

8 Managing vDisks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103

Creat ing vDisks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

Creating vDisks Automatically.........................................................107

Using the Imaging Wizard to Create a New vDisk ..............................107

Contents

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Creating vDisk Files Manually .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109

Creating a New vDisk File... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109Formatt ing a vDisk... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110

Imaging the Master Target Device Using XenConvert.. . . . .. . . . .. . . . .. . . . .. . . . ..111

Creating a Common vDisk Image for Multiple Target Platforms.. . . . . . . . . . . . . . . . . . . . .112

Creating Common Images for use with Both XenServer VMs and Physical

Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112

Creating a Common Image for use with Multiple Physical Device Types. . . . . . .114

Deploying vDisks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117

Configuring vDisks for Deployment.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..117

Selecting a vDisk Access Mode..................................................118

Configuring for Microsoft Volume Licensing.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .122

Configuring vDisks for Active Directory Management. .. . .. .. .. .. .. . .. .. .. .. .. . .126

Managing Load Balancing Across Servers......................................132

Managing Printers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133

Support for Replicated vDisk Storage... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. 138

Common vDisk Maintenance Tasks.... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..140

Assigning vDisks and Versions to Target Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

Accessing a vDisk Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

Assigning vDisks to Target Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149

Unassigning vDisks from Target Devices........................................150

vDisk Versioning Dialog... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150

Updating vDisks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153

Manually Updating a vDisk Image.....................................................155

Automating vDisk Updates.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155

Enabling Automatic vDisk Updates... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .158

Configuring Virtual Host Connections for Automated vDisk Updates.. . . . . . . . . .158

Creating and Configuring ESD Update VMs.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .161

Configuring Managed vDisks for Automated Updates.. . . . . . . . . . . . . . . . . . . . . . . . .164

Creating and Managing Tasks.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165

Updating vDisks on Demand... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172

Update Device Properties... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172

Merging VHD Differencing Disks......................................................175

Merging to a New Base Image... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .175

Merging to a Consolidated Differencing Disk... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .176

Merging Differencing Disks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177

Promoting Updated Versions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178

Retiring or Deleting vDisks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178


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9 Managing Device Collections.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181Device Collection Properties... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183

General Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183

Security Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183

Auto-Add Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Device Collection Management Tasks.... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. . 186

Creating a Device Collection.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186

Importing Target Devices into a Collection.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..187

Deleting a Collection... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .187

Refreshing a Collection in the Console.... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. . 188

Booting Target Devices within a Collection.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. . 188Restarting Target Devices within a Collection... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. . 188

Shutdown Target Devices within a Collection... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..189

Sending Messages to Target Devices within a Collection.. . . . . . . . . . . . . . . . . . . . . . . . . . .189

Moving Collections within a Site.......................................................189

Configuring Microsoft KMS Volume Licensing.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..190

Preparing the New Base vDisk Image for KMS Volume Licensing............. 190

Maintaining or Upgrading a vDisk Image that Uses KMS Volume Licensing

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191

Configuring Microsoft MAK Volume Licensing.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..192

10 Managing Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195View Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

General Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .196

Members Tab.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Managing Views in the Console... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .196

Creating a View.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197

Pasting Device Properties.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197

Deleting a View.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198

Refreshing a View.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Booting Devices within a View... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Restarting Devices within a View......................................................198

Shutdown Devices within a View......................................................198

Sending Messages to Target Devices within a View. .. .. . .. . .. . .. . .. .. . .. . .. . .. . .. .. 199

11 Managing Network Components.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201Preparing Network Switches... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202

Switch Manufacturers... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202

Contents

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Using UNC Names.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202

Syntax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203Accessing a Remote Network Share.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203

Reducing Network Utilization... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204

Configuring Windows features on a Standard vDisk. .. . .. . .. . .. .. . .. . .. . .. . .. .. . .. . .205

Configuring the Recycle Bin.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Configuring Offline Folders.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Configuring Event Logs.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206

Configuring System Restore.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Configuring Logical Prefetch.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Configuring Automatic Disk Defragmentation... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..207

Disabling Windows Automatic Updates... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..207

Managing Roaming User Profiles... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .208

Configuring Roaming User Profiles...................................................209

Configuring Folder Redirection with Roaming User Profiles.. . . . . . . . . . . . . . . . . . . . . . . .209

Disabling Offline Folders... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211

Booting Through a Router... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211

Configuring for DHCP.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .212

Configuring the Provisioning Services for PXE.. .. .. .. .. .. .. .. . .. .. .. .. .. .. .. .. .. . .. .212

Running PXE and DHCP on the Same Computer.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..212

Updating NIC Drivers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213

Upgrading NIC Drivers on Target Devices .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .213

Upgrading NIC Drivers on a Provisioning Server.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .213

Managing and Accessing a LUN Without Using a Network Share. . . . . . . . . . . . . . . . . . . . . . . .214

Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215

Implementation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215

Modifying vDisk Properties.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .217

12 Managing for Highly Available Implementations... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..219Offline Database Support.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221

Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221

Enabling Offline Database Support...................................................222

Database Mirroring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222

Enabling Mirroring when Configuring a New Farm. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..223

Enabling Mirroring Within an Existing Farm.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .223

Provisioning Server Failover.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224

Testing Target Device Failover.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..225

Configuring for High Availability with Shared Storage.. .. .. .. . .. .. .. .. .. .. . .. .. .. .. .. .. .. .225

Windows Shared-Storage Configuration.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..226


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Creating Stream-Service Account Credentials on the Domain Controller . . . . . . . . . . .226

Assigning Stream-Service Account Credentials Manually.. . . . . . . . . . . . . . . . . . . . . . . . . . .227Configuring Storage Access... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227

SAN Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228

Configuring the Boot File for High Availability... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .229

Adding Provisioning Servers to the boot file. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .229

Adding Login Servers using the Configuration Wizard.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .229

Adding Login Servers Using the Console.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .230

13 Configuring vDisks for Active Directory Management... . .. .. .. . .. .. .. .. .. .. .. .. .. .. .. . .. .. .. ..233

Active Directory Integration Prerequistes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234

Managing Domain Passwords... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234Password Management Process... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Enabling Domain Management... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Enabling Machine Account Password Management. .. . .. . .. .. . .. . .. . .. . .. . .. .. . .. . .236

Enabling Automatic Password Management.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .236

Managing Domain Computer Accounts....................................................236

Supporting Cross-Forest Scenarios .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..236

Giving Access to Users from Another Domain Provisioning Services Administrator

Pr iv i leges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237

Adding Target Devices to a Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .238

Removing Target Devices From a Domain.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .238

Reset Computer Accounts... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .238

14 Logging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241Configuring Provisioning Server Log Properties.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .242

Configuring Target Device Log Properties.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .243

Log Files and Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .244

Log Fi le Locat ion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .244

Log File Contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .245

15 Auditing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247Enabling Auditing Information.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .249

Accessing Auditing Information.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .249

Archiving Audit Trail Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .252

16 Managing Printers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .253

Install ing Printers on a vDisk.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .254

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Enabling or Disabling Printers on a vDisk... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .254

Methods for Enabling Printers on a vDisk ... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..255Enabling printers for target devices using the Printer Settings option . . . . . . . . . . . . . . .256

Enabling printers for target devices using the Printers group folder. . . . . . . . . . . . . . . . .256

Enabling printers using Copy and Paste.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..257

Enabling printers using an existing target device as a template.....................257

Enabling the Printer Management Feature... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..258

17 Managing Multiple Network Interface Cards.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..259Requirements and Considerations for Manufacturer's NIC Teaming. . . . . . . . . . . . . . . . . . . . . .261

Requirements and Considerations for Provisioning Services NIC Failover.. . . . . . . . . . . . . .261

A Updating vDisks on Physical Devices.. .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .263Enable automatic updates on the original vDisk image file. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265

Make a copy of the original vDisk to use to update another vDisk........................265

Add the new vDisk file to the database.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265

Changing the disk access mode.. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265

Assigning the new vDisk.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .266

Booting the target device from the new vDisk..............................................266

Adding software or data files to the vDisk.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .266

Changing the vDisk access mode of the new vDisk.. .. .. .. .. .. . .. .. .. .. .. .. .. .. . .. .. .. .. .266

Incrementing the version number...........................................................266Update vDisks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .267

B Using the XenDesktop Setup Wizard.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .269Using the Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .270

C Using the Streamed VM Setup Wizard.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .273

Using the Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .274

D Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277


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Chapter 1

Using the Console

Topics:

Starting the Console

Understanding the ConsoleWindow

Performing Tasks in theConsole

Use the Provisioning Services Console to manage componentswithin a Provisioning Services farm. The Console can beinstalled on any machine that can access the farm.

For more information on the Console refer to:

w Starting the Console on page 14

w Understanding the Console Window on page 14

w Performing Tasks in the Console on page 16

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Starting the ConsoleBefore starting the Console, make sure that the Stream Service is started and runningon the Provisioning Server. (After the Configuration Wizard runs, the Stream Servicestarts automatically).

To start the Console

From the Start menu, select:

All Programs>Citrix>Provisioning Services>Citrix ProvisioningConsole

The Consoles main window appears.

Note: To connect to a farm refer to Farm Tasks on page 33.

Understanding the Console WindowOn the main Console window, you can perform tasks necessary when setting up,modifying, tracking, deleting, and defining the relationships among vDisks, targetdevices, and Provisioning Servers within your network.

For details on using various Console components, refer to:

w Using the Console Tree on page 14

wBasic Tree Hierarchy on page 14

w Using the Details View on page 15

w Common Action Menu Options on page 15

Using the Console TreeThe tree is located in the left pane of the Console window. The tree shows ahierarchical view of your network environment and managed objects within yournetwork. What displays in the Details view depends on the object you have selected inthe tree and your user role.

In the tree, click + to expand an managed object node, or click - to collapse the node.

Basic Tree HierarchyFarm administrators can create new sites, views, and stores within the farm. The farm-level tree is organized as follows:

w Farm

Chapter 1 Using the Console

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Sites

Views

Stores

Site administrators generally manage those objects within sites to which they haveprivileges. Sites contain Provisioning Servers, a vDisk Pool, device collections, usergroups and views. The site-level tree is organized as follows:

w Site

Servers

Device Collections

vDisk Pool

vDisk Update Management

Views

Using the Details ViewThe right-hand pane of the Console window contains the details view. This viewprovides information about the object selected in the tree, in table format. The typesof objects that display in the view include Provisioning Servers, target devices, andvDisks. For more detailed information, right-click on the object, then select theProperties menu.

The tables that display in the details view can be sorted in ascending and descendingorder.

In the Console, the objects that display and the tasks that you can perform aredependant on the role that you are assigned.

Common Action Menu OptionsThe following menu options are common to most objects in the Console:

New Window From Here

To open a new Console window, right-click on an object in the tree or in the detailspane, then select the New Window from Here menu option. A new Console windowopens. It may be necessary to minimize the window to view and toggle between one or

more windows.

Refresh

To refresh information in the Console, right-click a folder, icon, or object, then selectRefresh.

Export List


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1. To export table information from the details pane to a text or comma delimitedfile, select Export from the Action menu.

2. Select the location where this file should be saved inSave in:

3. Type or select the file name in the File name textbox.

4. Select the file type from and Save as text boxes.

5. Click Save to save the file.

Help

Select an object in the Console, then select Help from the Action menu to displayinformation about that object.

View Options

To customize a Console view:

1. Select View, then select either Add/Remove Columns... or Customize....

2. If you selected:

Add/Remove Columns..., use the Add and Remove buttons to select whichcolumns to display.

Customize..., select the check box next to each MMC and Snap-in view optionthat should display in the Console window.

3. Click OK. The Console view refreshes to display the view options selected.

Performing Tasks in the ConsoleUse the following Console menus and features to perform tasks:

Note: Use the Ctrl key to make non-continuous selections or the Shift key to makecontinuous selections.

w Action menu on page 16

w Right-click (context) Menu on page 17

w Using Drag-and-Drop on page 17

w Using Copy and Paste on page 17

w Using Views on page 17

Action menuSelect object-related tasks from the Action menu such as; boot, restart, send message,view properties, copy or paste properties. For a complete list of tasks, refer to thatobjects management chapter within this guide.


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Right-click (context) Menu

Right-click a managed object(s) to select object-related tasks. For a complete list oftasks, refer to that objects management chapter within this guide.

Using Drag-and-Drop

w Move target devices by dragging them from one device collection, and droppingthem on another device collection within the same site.

w Assign a vDisk to all target devices within a collection by dragging the vDisk anddropping it on the collection. The vDisk and the collection must be in the same site.(The new vDisk assignment replaces any previous vDisk assignments for thatcollection).

w Add a target device to a view by dragging the device, then dropping it on the viewin Consoles tree.

w Drag a Provisioning Server from one Site, then drop it into another site. (Any vDisksassignments that were specific to this server and any store information will be lost.).

Using Copy and PasteSelect an object in the Console window, then use the Copy and Paste right-click menuoptions to quickly copy one or more properties of a vDisk, Provisioning Server, or targetdevice, to one or more existing vDisks, Provisioning Servers, or target devices.

To copy the properties of a one object type and paste those properties to multipleobjects of the same type:

1. In the tree or details pane, right-click the object which has the properties youwant to copy, then select Copy.The object-specific Copy dialog appears.

2. Place a check in the checkbox next to each of the object properties you want tocopy, then click OK.

3. In the Console tree, expand the directory where the object exists so that thoseobjects display in either the tree or details pane.

4. Right-click on the object(s) in the tree or details pane that you want to pasteproperties to, then select Paste.

Using Views

Create views containing target devices to display only those target devices that you arecurrently interested in viewing or performing tasks on. Adding target devices to a viewprovides a quick and easy way to perform a task on members of that view, such as:

w Boot

w Restart


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w Shutdown

w Send message

Views can be created at the site level or at the farm level. To perform a task onmembers of a view:

1. Right-click on views icon, then select the Create View... menu option.The View Properties dialog appears.

2. Type the name and a description of the new view in the appropriate text boxes,then select the Members tab.

3. To add target devices to this view, click the Add button. The Select Target Devicesdialog appears.

4. If you are creating the view at the farm level, select the site where the targetdevices reside. If you are creating the view at the site level, the site information is

already populated.5. From the drop-down menu, select the device collection where the target devices

to add are members.

6. Select from the list of target devices that display, then click OK.

7. If necessary, continue adding target devices from different device collectionswithin a site.

8. Click the OKbutton to close the dialog.

For more information on views, refer to Managing Views on page 195.


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Chapter 2

Managing Farms

Topics:

Configuring the Farm

Farm Properties

Farm Tasks

A farm represents the top level of a Provisioning Servicesinfrastructure. Farms provide a Farm Administrator with amethod of representing, defining, and managing logical groupsof Provisioning Services components into sites.

All sites within a farm share that farms Microsoft SQLdatabase. A farm also includes a Citrix License Server, local ornetwork shared storage, and collections of target devices.

To learn more about managing farms, refer to the followsections:

w Configuring the Farm on page 20

w Farm Tasks on page 33

w Farm Properties on page 30

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Configuring the FarmRun the Configuration Wizard on a Provisioning Server when creating a new farm,adding new Provisioning Servers to an existing farm, or reconfiguring an existingProvisioning Server.

When configuring a Provisioning Server, consider the following:

w All Provisioning Servers within a farm must share the same database to locate vDisksfor target devices on shared storage devices within the farm. If that shared storagedevice is a Windows network share, refer to configuration information described inthe Administrators Guide, Managing Network Components section. If that sharedstorage device is a SAN, no additional configuration is necessary.

w To properly configure the network services, be sure that you understand network

service options and settings.

Note: If all Provisioning Servers in the farm share the same configuration settingssuch as site and store information, considerRunning the Configuration Wizard Silentlyon page 29.

Configuration Wizard SettingsBefore running the Configuration Wizard, be prepared to make the following selections:

Note: The Configuration Wizard can also be run silently on servers that share similar

configuration settings. For details, refer to Running the Configuration Wizard Silentlyon page 29.

w Network Topology on page 21

w Identify the Farm on page 22

w Identify the Database on page 23

w Identify the Site on page 24

w Select the License Server on page 25

w Select Network Cards for the Stream Service on page 26

w Configure Bootstrap Server on page 26

Note: If errors occur during processing, the log is written to a ConfigWizard.log file,which is located at:

w C:\ProgramData\Citrix\Provisioning Services for 2008 and newer.

w C:\Documents and Settings\All Users\Application Data\Citrix

\Provisioning Services for 2003.

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Starting the Configuration Wizard

The Configuration Wizard starts automatically after Provisioning Services software isinstalled. The wizard can also be started by selecting:

1. Start>All Programs>Citrix>Provisioning Services>Provisioning ServicesConfiguration Wizard

2. After starting the Configuration Wizard, click Next to begin the configuration tasksthat follow.

Note: When running the Configuration Wizard, the tasks that appear depend onthe network service options that are selected and the purpose for running the wizard.

Network TopologyComplete the network configuration steps that follow.

1. Select the network service to provide IP addresses

Note: Use existing network services if possible. If for any reason existing networkservices can not be used, choose to install the network services that are madeavailable during the installation process.

To provide IP addresses to target devices, select from the following networkservice options:

If the DHCP service is on this server, select the radio button next to one of thefollowing network services to use, then click Next:

w Microsoft DHCP

w Provisioning Services BOOTP service

w Other BOOTP or DHCP service

If the DHCP service is not on this server, select the radio button next to Theservice is running on another computer, then click Next.

2. Select the network service to provide PXE boot information

Each target device needs to download a boot file from a TFTP server.

Select the network service to provide target devices with PXE boot information:

If you choose to use this Provisioning Server to deliver PXE boot information,select The service that runs on this computer, then select from either of thefollowing options, then click Next:

w Microsoft DHCP (options 66 and 67)

w Provisioning Services PXE Service


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If Provisioning Services will not deliver PXE boot information, select Theinformation is provided by a service on another device option, then clickNext.

Identify the Farm

Note: When configuring the farm, the combination of the database name and farmname cannot exceed 54 characters. Exceeding this limitation may cause the farmname to display truncated in the Existing Farms screen.

Select from the following farm options:

Farm is already configured

Select this option to reconfigure an existing farm, then continue on to the

Configure user account settings procedure. This option only appears if a farmalready exists.

Create farm

i. On the Farm Configuration dialog, select the Create Farm radio button tocreate a new farm, then click Next.

ii. Use the Browse button to browse for existing SQL databases and instances inthe network, or type the database server name and instance. Optionally, entera TCP port number to use to communicate with this database server.

iii. To enable database mirroring, enable the Specify database mirror failoverpartner option, then type or use the Browse button to identify the failoverdatabase server and instance names. Optionally, enter a TCP port number to

use to communicate with this server.

Note: Refer to Database Mirroringin the Provisioning Services Administrator'sGuide for more information.

iv. Click Next to continue on to the Identify the Database on page 23 procedure.

Join existing farm

i. On the Farm Configuration dialog, select the Join Existing Farm radio button toadd this Provisioning Server to an existing farm, then click Next.

ii. Use the Browse button to browse for the appropriate SQL database andinstance within the network.

iii. Select the farm name that displays by default, or scroll to select the farm to join.

Note: More than one farm can exist on a single server. This configuration iscommon in test implementations.

iv. To enable database mirroring, enable the Specify database mirror failoverpartner option, then type or use the Browse button to identify the failoverdatabase server and instance names. Optionally, enter a TCP port number touse to communicate with this server.


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Note: Refer to Database Mirroringin the Provisioning Services Administrator'sGuide for more information.

v. Click Next.

vi. Select from the following site options, then click Next:

Existing Site: Select the site from the drop-down menu to join an existing site.

New Site: Create a site by typing the name of the new site and a collection.

Continue on to Configure User Account Settings on page 25 procedure.

Identify the DatabaseOnly one database exists within a farm. To identify the database, complete the steps

that follow.

1. Select the database location

If the database server location and instance have not yet been selected, completethe following procedure.

a. On the Database Server dialog, click Browse to open the SQL Servers dialog.

b. From the list of SQL Servers, select the name of the server where this databaseexists and the instance to use (to use the default instance, SQLEXPRESS, leavethe instance name blank). In a test environment, this may be a stageddatabase.

Note: When re-running the Configuration Wizard to add additionalProvisioning Servers database entries, the Server Name and Instance Nametext boxes are already populated. By default, SQL Server Express installs asan instance named SQLEXPRESS.

c. Click Next. If this is a new farm, continue on to the Defining a Farmprocedure.

2. To change the database to a new database

a. On the old database server, perform a backup of the database to a file.

b. On the new database server, restore the database from the backup file.

c. Run the Configuration Wizard on each Provisioning Server.

d. Select Join existing farm on the Farm Configuration dialog.

e. Enter the new database server and instance on the Database Server dialog.

f. Select the restored database on the Existing Farm dialog.

g. Select the site that the Server was previously a member of on the Site dialog.

h. Click Next until the Configuration Wizard finishes.


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3. Define a farm.

Select the security group to use:

Use Active Directory groups for security

Note: When selecting the Active Directory group to act as the FarmAdministrator from the drop-down list, choices include any group the currentuser belongs to. This list includes Builtin groups, which are local to the currentmachine. Avoid using these groups as administrators, except for testenvironments. Also, be aware that some group names may be misleading andappear to be Domain groups, which are actually Local Domain groups. Forexample: ForestA.local/Builtin/Administrators.

Use Windows groups for security

4. Click Next.

Continue on to theSelecting the license server procedure.

Create a New Store for a New FarmA new store can be created and assigned to the Provisioning Server being configured:

Note: The Configuration Wizard only allows a server to create or join an existing storeif it is new to the database. If a server already exists in the database and it rejoins afarm, the Configuration Wizard may prompt the user to join a store or create a newstore, but the selection is ignored.

1. On the New Store page, name the new Store.

2. Browse or enter the default path (for example: C:\PVSStore) to use to access

this store, then click Next.

If an invalid path is selected, an error message appears. Re-enter a valid path,then continue. The default write cache location for the store is located under thestore path for example: C:\PVSStore\WriteCache.

Identify the Site

When joining an existing farm, identify the site where this Provisioning Server is to be amember, by either creating a new site or selecting an existing site within the farm.When a site is created, a default target device collection is automatically created forthat site.

Create a new site

i. On the Site page, enable the New Site radio button.

ii. In the Site Name text box, type the new site name where this ProvisioningServer is to be a member.


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iii. In the Collection Name, accept the default collection, Collection, or create anew default collection name to associate with this Provisioning Server, thenclick Next.

Select an existing site

i. On the Site page, enable the Existing Site radio button. (The default site nameis Site.)

ii. Select the appropriate site from the drop-down list, then click Next.

iii. Create a new store or select an existing store on the Store page, then clickNext.

Select the License Server

Note: When selecting the license server, ensure that all Provisioning Servers in thefarm are able to communicate with that server in order to get the appropriate productlicenses.

1. Enter the name (or IP address) and port number of the license server (default is27000). The Provisioning Server must be able to communicate with the licenseserver to get the appropriate product licenses.

2. Optionally, select the checkbox Validate license server version andcommunicationto verify that the license server is able to communicate with thisserver and that the appropriate version of the license server is being used. If theserver is not able to communicate with the license server, or the wrong version ofthe license server is being used, an error message displays and does not allow you

to proceed.

3. Click Next to continue on to theConfigure user account settings procedure.

Configure User Account SettingsThe Stream and Soap services run under a user account.

1. On the User Account dialog, select the user account that the Stream and Soapservices will run under:

Specified user account (required when using a Windows Share; workgroup ordomain user account)

Type the user name, domain, and password information in the appropriate textboxes.

Local system account (for use with SAN)

2. Select the checkbox next to the Configure the database for the account option, ifyou selected Specified user account, which adds the appropriate database roles(Datareader and Datawriter) for this user.


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3. Click Next, then continue on to theSelecting network cards for the StreamService procedure.

Select Network Cards for the Stream Service

Note: If multiple network adapters are selected, they must be configured with thesame IP subnet address. For example: IP subnet: 100.100.10.x; IP subnet mask255.255.255.0

1. Select the checkbox next to each of the network cards that the Stream Service canuse.

2. Enter the base port number that will be used for network communications in theFirst communications port: text box.

Note: A minimum of 20 ports are required within the range. All ProvisioningServers within a farm must use the same port assignments.

3. Select the Soap Server port (default is 54321) to use for Console access, then clickNext.

Continue on to the Selecting the bootstrap server procedure.

Configure Bootstrap ServerComplete the steps that follow to identify the bootstrap server and configure thebootstrap file location.

Note: Bootstrap configurations can be reconfigured by selecting the ConfigureBootstrap option from the Provisioning Services Action menu in the Console.

1. Select the bootstrap server.

To use the TFTP service on this Provisioning Server:

a. Select the Use the TFTP Service option, then enter or browse for the boot file.The default location is:

C:\Documents and Settings\All Users\ProgramData\Citrix\Provisioning Services\Tftpboot

If a previous version of Provisioning Services was installed on this server, and

the default location is:

C:\Program Files\Citrix\Provisioning Services\TftpBoot

You must run the Configuration Wizard to change the default location to:

C:\Documents and Settings\All Users\ProgramData or ApplicationData\Citrix\Provisioning Services\Tftpboot


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If the default is not changed, the bootstrap file can not be configured from theConsole and target devices will fail to boot; receiving a Missing TFTP errormessage.

b. Click Next.

2. Select Provisioning Servers to use for the boot process:

a. Use the Add button to add additional Provisioning Servers to the list, the Editbutton to edit existing information, or Remove to remove the ProvisioningServer from the list. Use the Move up or Move down buttons to change theProvisioning Server boot preference order.

The maximum length for the server name is 15 characters. Do not enter FQDNfor the server name.

In an HA implementation, at least two Provisioning Servers must be selected asboot servers.

b. Optionally, highlight the IP address of the Provisioning Server that targetdevices will boot from, then click Advanced. The Advanced Stream ServersBoot List appears.

The following table describes advanced settings that you can choose from. Aftermaking your selections, click OK to exit the dialog, then click Next to continue.

Table 2-1. Advanced Stream Servers Boot List

Verbose Mode Select the Verbose Mode option ifyou want to monitor the bootprocess on the target device(optional) or view system messages.

Interrupt Safe Mode Select Interrupt Safe Mode if you arehaving trouble with your targetdevice failing early in the bootprocess. This enables debugging oftarget device drivers that exhibittiming or boot behavior problems

Advanced Memory Support This setting enables the bootstrap towork with newer Windows OSversions and is enabled by default.Only disable this setting on older XPor Windows Server OS 32 bit versionsthat do not support PAE, or if your

target device is hanging or behavingerratically in early boot phase.

Network Recovery Method Restore Network ConnectionsSelecting this option results in thetarget device attempting indefinitelyto restore it's connection to theProvisioning Server.


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Note: Because the Seconds field doesnot apply, it becomes inactive whenthe Restore Network Connections

option is selected.

Reboot to Hard Drive (a hard drivemust exist on the target device)Selecting this option instructs thetarget device to perform a hardwarereset to force a reboot after failingto re-establish communications for adefined number of seconds. The userdetermines the number of seconds towait before rebooting. Assuming thenetwork connection can not beestablished, PXE will fail and the

system will reboot to the local harddrive. The default number of secondsis 50, to be compatible with HAconfigurations.

Logon Polling Timeout Enter the time, in milliseconds,between retries when polling forProvisioning Servers. EachProvisioning Server is sent a loginrequest packet in sequence. The firstProvisioning Server that responds isused. In non-HA configurations, this

time-out simply defines how often toretry the single available ProvisioningServer with the initial login request.

This time-out defines how quicklythe round-robin routine will switchfrom one Provisioning Server to thenext in trying to find an activeProvisioning Server. The valid rangeis from 1,000 to 60,000 milliseconds.

Login General Timeout Enter the time-out, in milliseconds,for all login associated packets,except the initial login polling time-out. This time-out is generally longerthan the polling time-out, becausethe Provisioning Server needs time tocontact all associated servers, someof which may be down and willrequire retries and time-outs fromthe Provisioning Server to the otherProvisioning Servers to determine if


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they are indeed online or not. Thevalid range is from 1,000 to 60,000milliseconds.

c. Verify that all configuration settings are correct, then click Finish.

Running the Configuration Wizard SilentlyRun the Configuration Wizard silently to configure multiple Provisioning Servers thatshare several of the same configuration settings such as the farm, site, and storelocations.

PrerequisiteThe Configuration Wizard must first be run on any Provisioning Server in the farm that

has the configuration settings that will be used in order to create the ProvisioningServices database and to configure the farm.

The basic steps involved in the silent configuration of servers within the farm include:

w Create a ConfigWizard.ans file from a configured Provisioning Server in the farm.

w Copy the ConfigWizard.ans file onto the other servers within the farm, and modifythe IP address in the ConfigWizard.ans file to match each server in the farm.

w Run the ConfigWizard.exe with the /a parameter.

To Create the ConfigWizard.ans File

1. Run the ConfigWizard.exe with the /s parameter on a configured server.

2. When selecting farm settings on the Farm Configuration page, choose the Joinexisting farm option.

3. Continue selecting configuration settings on the remaining wizard pages, then clickFinish.

4. Copy the resulting ConfigWizard.ans file from the Provisioning Services ApplicationData directory. The location for this directory varies depending on the Windowsversion. For Windows 2003, use \Documents and Settings\All Users

\Application Data\Citrix\Provisioning Services. For Windows 2008

and Windows 2008 R2, use \ProgramData\Citrix\Provisioning Services.

To Copy and Modify the ConfigWizard.ans File

1. For each server that needs to be configured, copy the ConfigWizard.ans file to theProvisioning Services Application Data directory.

2. Edit the StreamNetworkAdapterIP= so that is matches the IP of the server beingconfigured. If there is more than one IP being used for Provisioning Services on theserver, add a comma between each IP address.


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To Run the ConfigWizard.exe SilentlyTo configure servers, run the ConfigWizard.exe with /a parameter on each server that

needs to be configured.

Note: To get the list of valid ConfigWizard parameters:

1. Run the ConfigWizard.exe with the /? parameter.

2. Open the resulting ConfigWizard.out file from the ConfigWizard.ans file fromthe Provisioning Services Application Data directory.

3. Scroll down to the bottom of the file to view all valid parameters.

Note: To get the list of valid ConfigWizard.ans commands with descriptions:

1. Run the ConfigWizard.exe with the /c parameter.

2. Open the resulting ConfigWizard.out file from the ConfigWizard.ans file fromthe Provisioning Services Application Data directory.

3. Scroll down to the bottom of the file to view all valid parameters.

Farm PropertiesThe Farm Properties dialog contains the following tabs:

w General Tab on page 30

w Security Tab on page 31

w Groups Tab on page 31

w Licensing Tab on page 32

w Options Tab on page 32

w vDisk Version Tab on page 33

w Status Tab on page 33

The tables that follow identify and describe farm properties on each tab:

General Tab

Name Enter or edit the name of this farm.

Description Enter or edit a description for this farm.


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Security Tab

Add button Click the Add button to apply farmadministrator privileges to a group.Check each box next the groups to whichfarm administrator privileges shouldapply.

Remove button Click the Remove button to removegroups from those groups with farmadministrator privileges. Check each boxnext the groups to which farmadministrator privileges should not apply.

Groups Tab

Add button Click the Add button to open the AddSystem Groups dialog.

To display all security groups, leave thetext box set to the default *.

To display select groups, type part of thename using wildcards *. For example,if you want to see MY_DOMAIN\Builtin

\Users, type:

User*, Users, or *ser*

However, in this release, if you type

MY_DOMAIN\Builtin\*, you will get

all groups, not just those in theMY_DOMAIN\Builtin path.

Select the checkboxes next to eachgroup that should be included in this farm.

Note: Filtering on groups wasintroduced in 5.0 SP2 for efficiency

purposes.

Remove button Click the Remove button to removeexisting groups from this farm. Highlightthe groups to which privileges should notapply.


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Licensing Tab

Note: Changing licensing properties requires that the Provisioning Services StreamService be restarted on each Provisioning Server for licensing changes to take effect.

License server name Type the name of the Citrix LicenseServer in this textbox.

License server port Type the port number that the licenseserver should use or accept the default,which is 27000.

Options Tab

Auto-Add Check this checkbox if using the Auto-add feature, then select the site thatnew target devices will be added to fromthe Add new devices to this site drop-down menu.

If the No default site is chosen for thedefault site setting, then the site of thatProvisioning Server that logs in thetarget device is used during auto-added.

Use the No default site setting if yourfarm has site scoped PXE/TFTP servers.

Important! This feature should only beenabled when expecting to add newtarget devices. Leaving this featureenabled could result in computers beingadded without the approval of a farmadministrator.

Auditing Enable or disable the auditing featurefor this farm.

Offline database support Enable or disable the offline databasesupport option. This option allowsProvisioning Servers within this farm, touse a snapshot of the database in theevent that the connection to thedatabase is lost.


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vDisk Version Tab

Post merge access Select the access mode for this vDiskversion after a merge completes.Options include; Maintenance, Test(default), or Production.

Note: If the access mode is set toProduction and a test version(s)already exists, the state of the resultingauto-merged version will automaticallybe set to Maintenance or Test. If aMaintenance version exists, anautomatic merge will not be performed.

Automatic merge Enable automatic merge

Select to enable or disable theautomatic merge feature.

Maximum vDisk versions beforeautomatic merge occurs

Select the maximum number ofdifferencing disk versions that cancreated for a referenced base diskbefore they are automatically merged.Minimum value is 3 and Maximum valueis 100.

Status Tab

Current status of the farm Provides database status information andinformation on group access rights beingused.

Farm TasksThe farm is initially configured when you run the Configuration Wizard. The wizardprompts you for the farms name, a store, and a device collection. When you first openthe Console, those objects display in the tree.

The wizard also prompts you for additional farm information such as the name of thelicense server, your user account information, and those servers that can serve thebootstrap file to target devices. You can always rerun the wizard to change settings.


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You can also choose to make farm configuration changes using the Farm Properties onpage 30.

A farm administrator can view and manage all objects in any farm to which they haveprivileges. Only farm administrators can perform all tasks at the farm level, including:

w Farm Connections on page 34

w Farm Properties on page 30

w Creating Sites on page 36

w Site Properties on page 36

w Managing Stores on page 43

w Managing Views on page 195

Farm Connections

Connecting to a Farm

1. Right-click on Provisioning Services Console in the Console tree, then selectConnect to farm...

2. Under Server Information, type the name or IP address of a Streaming Server onthe farm and the port configured for server access.

3. Select to log in using one of the following methods:

Use the Windows credentials that you are currently logged with, then optionallyenable the Auto-login on application start or reconnect feature.

Use different Windows credentials by entering the username, password, anddomain associated with those credentials, then optionally enable the Savepassword and Auto-login on application start or reconnect feature.

4. Click Connect. The Farm icon appears in the Console tree.

Managing ConnectionsYou can manage connections to farms from the Manage Connections dialog. To open thedialog, right-click on the Provisioning Services Console icon in the tree, then select theManage Connections... menu option.


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Chapter 3

Managing Sites

Topics:

Creating Sites

Site Properties

A site provides both a site administrator and farmadministrator, with a method of representing and managinglogical groupings of Provisioning Servers, Device Collections,and local shared storage.

A site administrator can perform any task that a deviceadministrator or device operator within the same farm canperform.

A site administrator can also perform the following tasks:

Farm-level tasks

w Site Properties on page 36

w Store Configuration and Management Tasks on page 47

Some Site-level tasks include:

w Managing Site Administrators on page 41.

w Managing Provisioning Servers on page 49

w Showing Provisioning Server Connections on page 59

w Creating Sites on page 36

w Balancing the Target Device Load on Provisioning Serverson page 59

w Managing Target Devices on page 65

w Accessing Auditing Information on page 249

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Creating SitesTo create a new site

1. Right-click on the sites folder in the farm where you want to add the new site.The Site Properties dialog appears.

2. On the General tab, type the name and a description for the site in theappropriate text boxes.

3. On the Security tab, click Add to add security groups that will have the siteadministrator rights in this site.The Add Security Group dialog appears.

4. Check the box next to each group, then click OK. Optionally, check the Domains/group Name checkbox to select all groups in the list.

5. On the Options tab, if new target devices are to be added using the Auto-Addfeature, select the collection where these target devices should reside (thisfeature must first be enabled in the farms properties).

To modify an existing sites properties, right-click on the site in the Console, thenselect Properties. Make any necessary modifications in the Site Properties dialog.

Site PropertiesA new site is added to a farm, or an existing site is modified, using the Site Propertiesdialog. The tabs in this dialog allow you to configure a site. Site administrators can also

edit the properties of a site that they administer.

The Site Properties dialog contains the following tabs:

w General Tab on page 36

w Security Tab on page 37

w MAK Tab on page 37

w Options Tab on page 38

w vDisk Updates Tab on page 38

General TabField/Button Description

Name Type the name of this site in the textbox.

Description Optional. Type the description of thissite in the textbox.

Chapter 3 Managing Sites

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Security Tab

Field/Button Description

Add button Click the Add button to open the AddSecurity Groups dialog. Check the boxnext to each group to which siteadministrator privileges should apply.

To add all groups that are listed, checkthe Domain\Group Name checkbox.

Remove button Click the Remove button to remove siteadministrator privileges to select groups.

To remove all groups that are listed,check the Domain\Group Namecheckbox.

MAK Tab


Enter the administrator credentials usedfor Multiple Activation Key enabled

Devices

MAK administrator credentials must beentered before target devices using MAK

can be activated. The user must haveadministrator rights on all target devicesthat use MAK enabled vDisks and on allProvisioning Servers that will streamthose target devices.

After entering the following information,click OK:

User

Password

Note: If credentials have not been

entered and an activation attempt ismade from the Manage MAK

Activations dialog, an error messagedisplays and the MAK tab appears toallow credential information to beentered. After the credentials areentered, click OK and the ManageMAK Activations dialog re-appears.


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Options Tab


Auto-Add Select the collection that the new targetdevice will be added to from the drop-down menu. (This feature must first beenabled in the farm properties.)

Set the number of seconds to waitbefore Provisioning Services scans fornew devices on the Seconds betweeninventory scans scroll box. Default is 60seconds.

vDisk Updates Tab


Enable automatic vDisk updates on thissite

Select this checkbox to enable automaticvDisks to occur, then select the serverthat should run the updates for this site.

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Chapter 4

Managing Administrative Roles

Topics:

Managing FarmAdministrators

Managing Site Administrators

Managing DeviceAdministrators

Managing Device Operators

The ability to view and manage objects within a ProvisioningSe

PVS Administrators Guide 6.0

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