Technical Guide to Upgrading-Migrating to XenApp 5 Feature Pack 2

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www.citrix.com Technical Guide to Upgrading/Migrating to XenApp5 Feature Pack 2 Citrix released XenApp 5 Feature Pack 2 on September 29, 2009. This document provides a brief technical overview of the feature set to help you determine which features are applicable to your environment and then focuses on easy-to-follow installation steps. It should serve as a technical guide for Citrix administrators and partners. Author: Jo Harder, Citrix Worldwide Technical Readiness Date Created: October 2009

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Technical Guide to Upgrading/Migrating to XenApp 5 Feature Pack 2

Transcript of Technical Guide to Upgrading-Migrating to XenApp 5 Feature Pack 2

Page 1: Technical Guide to Upgrading-Migrating to XenApp 5 Feature Pack 2

www.citrix.com

Technical Guide to

Upgrading/Migrating to

XenApp™ 5 Feature Pack 2

Citrix released XenApp 5 Feature Pack 2 on September 29, 2009.

This document provides a brief technical overview of the

feature set to help you determine which features are applicable

to your environment and then focuses on easy-to-follow

installation steps. It should serve as a technical guide for Citrix

administrators and partners.

Author: Jo Harder, Citrix Worldwide Technical Readiness

Date Created: October 2009

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Table of Contents

Introduction 3

Existing XenApp Architecture ............................................................................ 3

Upgrade vs. Migration ....................................................................................... 3

New Terminology .............................................................................................. 4

Which Features Should Be Implemented? ........................................................ 4

What’s Included with XenApp 5 Feature Pack 2? 5

Availability by Edition ........................................................................................ 6

Upgrade/Migration Steps 7

Sequential Installation Order ............................................................................. 7

Documentation .................................................................................................. 7

Citrix License Server 11.6.1 Build 9020 ............................................................ 8

XenApp 5 for Windows Server 2003 with HRP5 ............................................... 9

HDX MediaStream for Flash ........................................................................... 10

VM Hosted Apps ............................................................................................. 11

Provisioning Services 5.1 SP1 ........................................................................ 13

Web Interface 5.2 ............................................................................................ 14

Service Monitoring (EdgeSight 5.2) ................................................................ 15

Power and Capacity Management .................................................................. 16

Citrix Merchandising Server and Receiver for Windows 1.1 ........................... 17

Profile Management 2.1 .................................................................................. 18

Application Streaming 5.2 ............................................................................... 19

Load Testing Services 3.6............................................................................... 19

Single Sign-On (Powered by Password Manager) .......................................... 20

Secure Gateway 3.1.2 .................................................................................... 20

Branch Optimization ........................................................................................ 20

EasyCall Voice Services 3.0 ........................................................................... 20

Workflow Studio Orchestration 2.0 .................................................................. 21

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Introduction

On September 29, 2009, Citrix released XenApp 5 Feature Pack 2, which provided enhancements to XenApp both the Windows Server 2003 and Windows Server 2008 platforms. For starters, all client-side software now runs on Windows 7. In addition to English, Japanese, German, French, and Spanish, most new functionality is supported in English on the following languages: Simplified and Traditional Chinese, Korean, and Russian. With this new release, upgrading/migrating core XenApp has been simplified, application compatibility issues will be a thing of the past, and the user experience reaches an even higher level.

This document addresses the functionality of the Platinum feature set, including the installation steps. It serves as a technical guide for XenApp architects and administrators, as well as Citrix partners helping customers with these processes.

To facilitate the implementation of XenApp 5 Feature Pack 2, this document contains the following sections:

What’s included with XenApp 5 Feature Pack 2?

Upgrade/Migration Steps

Existing XenApp Architecture

XenApp 5 Feature Pack 2 can be upgraded based on the following environments:

Presentation Server 4.5

XenApp 5 for Windows Server 2003

XenApp 5 for Windows Server 2008*

*Several Feature Pack 2 enhancements are not applicable to the Windows Server 2008 platform.

If the existing environment is based on Presentation Server 4.0 or earlier, it is necessary to first upgrade or migrate to one of these versions prior to commencing with the implementation of XenApp 5 Feature Pack 2. Please see CTX117913 for more information.

Upgrade vs. Migration

Within this document, there is a distinction between the terms upgrade and migration as defined below:

Upgrade: installing a newer version of a feature or release item over an existing version

Migration: a clean, new installation of that feature or release item; where feasible, migrations are preferable

This document will discuss each of the new features and the associated installation steps; however, in all cases, active Subscription Advantage as of September 18, 2009 is required. In addition, features can only be implemented based on availability by edition.

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New Terminology

As part of this release, Citrix has introduced several new product and feature names that will be used throughout this document. In particular, please note the following:

Former Name New Name

(none) HDX

(none) VM Hosted Apps

(none) Power and capacity management

EdgeSight monitoring Service monitoring

XenApp Hosted Apps plug-in/Program

Neighborhood Agent

Citrix Online plug-in

XenApp Streaming plug-in Citrix Offline plug-in

Access Management Console Delivery Services Console

Presentation Server Console XenApp Advanced Configuration

Which Features Should Be Implemented?

Because there are numerous new features and related components that have been released as part of or in conjunction with XenApp 5 Feature Pack 2, administrators and architects should review the functionality of each one in order to determine those that should be implemented.

To assist you with learning about the new features, Citrix offers three evaluation options that can be accessed from http://www.citrix.com/tryxenapp:

A pre-configured, XenApp evaluation environment in the cloud

A pre-configured virtual machine to evaluate XenApp in your own data center

Download software to create your own XenApp application virtualization evaluation environment

Once the appropriate features have been identified, use the steps or references from this guide to implement them. It’s that easy!

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What’s Included with

XenApp 5 Feature Pack 2?

XenApp 5 Feature Pack 2, announced in September 2009, includes new features that are designed to make the most of XenApp implementations by incorporating innovative options for application delivery, superior engineering, and enhanced performance. In order to further improve application delivery, let’s review the principal new features of XenApp 5 Feature Pack 2, as well as sample use cases.

Feature Description Sample use case

VM Hosted

Apps

Enable 100% application

compatibility by hosting

applications on a physical or virtual

machine running Windows XP,

Vista or Windows 7 and delivering

them through your existing XenApp

infrastructure

To enable an application that cannot be

hosted on XenApp servers due to technical

issues, heavy resource requirements, or

vendor support, an administrator makes it

available to users by means of VM Hosted

Apps.

Power and

capacity

manage-

ment

Manage system capacity and define

peak periods to automatically

maximize server performance,

reduce idle capacity, and minimize

power consumption

To save electricity costs when very few users

access XenApp applications over weekends,

an administrator implements Power and

capacity management to automatically power

down XenApp servers.

HDX Accelerate graphics performance of

Flash-based media and applications

and provide real-time plug-n-play

for USB storage devices

To address user requests for local-like

experience of Flash-based training materials,

an administrator enables HDX Flash.

Service

monitoring

Extend EdgeSight monitoring to

VM Hosted Apps

After implementing VM Hosted Apps, an

administrator implements Service monitoring

to gauge how to adjust virtual machine

resource allocation.

Provision-

ing services

Extend Provisioning services

functionality from XenApp

Platinum servers to VM Hosted

App virtual machines

To facilitate deployment of virtual desktops

for VM Hosted Apps, an administrator

implements Provisioning services.

Workflow

Studio

orchestra-

tion

Adds XenApp activity library to

programming tool for Citrix

Delivery Center products

To ensure that users gracefully close down

their sessions prior to a scheduled XenApp

server shutdown, an administrator uses the

XenApp activity library to send repeated

messages and then force user logoff.

A complete list of the new features available with XenApp 5 Feature Pack 2 can be found here: http://www.citrix.com/xenappcomparativematrix.

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Availability by Edition

Availability of the XenApp 5 Feature Pack 2 and related release items varies by license edition. In order to use the new features incorporated within XenApp 5 Feature Pack 2, active Subscription Advantage as of September 18, 2009 is required. The specific release items and availability by edition is as follows:

Release Item and Version

Ad

va

nc

ed

En

terp

ris

e

Pla

tin

um

HDX MediaStream for Flash*

HDX Plug-n-Play for USB storage*

Citrix Licensing Server 11.6.1 Build 6.8.9020

Hotfix Rollup Pack 5*

Application streaming 5.2

Web Interface 5.2

EasyCall voice services 3..0

Workflow Studio orchestration 2.0

Secure Gateway 3.1.2

Delivery Services Console (formerly Access Management Console)

XenApp Advanced Configuration console (formerly Presentation Server

Console)

Merchandising Server and Receiver for Windows 1.1

VM Hosted Apps

Provisioning services 5.1 SP1 for VM Hosted Apps

Power and capacity management*

Profile management 2.1

Load testing services 3.6

Resource Manager for XenApp Enterprise (powered by EdgeSight 5.2)

Service monitoring for XenApp Platinum (powered by EdgeSight 5.2)

Provisioning services 5.1 SP1

Single sign-on (powered by Password Manager) 4.6.264 (Console only)

Branch Optimization (with Accelerator plug-in)

*Applicable to XenApp 5 for Windows Server 2003 only.

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Upgrade/Migration Steps

As with all upgrades or migrations, a thoroughly documented and tested design should be part of the project plan. The design should incorporate input from all stakeholders, and a segregated lab environment should be used to systematically test the planned implementation. For example, if you have been issued private hotfixes by Citrix Technical Support and a standard Hotfix Rollup Pack (HRP) is installed, it is best to learn that a DLL was overwritten in a lab environment.

Sequential Installation Order

When upgrading or migrating a XenApp farm, the following sequence should be followed:

1. Install or upgrade Citrix Licensing Server

a. Add licenses and/or verify that Subscription Advantage date is September 18, 2009, or later

2. If new installation and enterprise-grade database to be used for data store, install and configure.

3. Install or upgrade Zone Data Collector(s)

4. If legacy Resource Manager is used, install or upgrade Farm Metric Server(s)

5. Install or upgrade XenApp member servers

6. Install or upgrade Web Interface server(s)*

7. Install or upgrade other features/components

*Some upgrade situations warrant Web Interface installation earlier.

Documentation

For more detailed explanation regarding any of the installation steps presented below, please see http://support.citrix.com/proddocs.

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Citrix License Server 11.6.1 Build 9020

Citrix originally released License Server 11.6.1 in March 2009; however, build 9020 resolves potential License Management Console port conflicts and includes minor updates. Although License Server 11.6.1 build 9019 will meet the minimum requirements for installing HRP5, implementing Citrix License Server 11.6.1 build 9020 is strongly recommended.

To determine the version of the Citrix License Server currently running, access the following location in the registry: HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\LicenseServer\Install.

Upgrade/Migration Steps for Citrix License Server 11.6.1 Build 9020

Upgrading from Citrix License Server

9.2 or higher to Citrix License Server

11.6.1 Build 9020

Migrating to Citrix License Server 11.6.1

Build 9020

1. On the existing Citrix Licensing Server, ensure that the following are installed:

a. MSI Installer 3.x

b. JRE 1.6.0_5

c. Windows Server 2008 also requires ASP.NET, Windows Authentication security role, and IIS 6 Management Compatibility role

2. Install CTX_Licensing.msi

1. On Windows 2000 Server, Windows Server 2003 or Windows Server 2008, ensure that the following are installed:

a. MSI Installer 3.x

b. JRE 1.6.0_5

c. Windows Server 2008 also requires ASP.NET, Windows Authentication security role, and IIS 6 Management Compatibility role

2. Install CTX_Licensing.msi and license file(s)

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XenApp 5 for Windows Server 2003 with HRP5

In this release, new installations and upgrades are greatly simplified based on a single media resource for XenApp 5 for Windows Server 2003 and Feature Pack 2 items. Thus, administrators will find that upgrading or migrating to XenApp 5 for Windows Server 2003 is an easy process.

In addition to a compilation of hotfixes, some of the new Feature Release 2 items depend on Hotfix Rollup Pack (HRP) 5; thus, upgrading or migrating the XenApp servers to HRP5 is strongly recommended. Specifically, those items that depend on HRP5 include:

HDX MediaStream for Flash

HDX Plug-n-Play for USB thumb drive

Power and Capacity Management

If these release items will be installed without the DVD autorun, first install HRP5 and XenApp5_FP2_Enabler.msi. As with past releases, Citrix recommends installing HRP5 first on the Zone Data Collector(s), then Farm Metric Server(s), then member servers. If the Citrix License Server 11.6.1 is not present, an error message will be presented, and the installation will not continue until the correct version of the License Server is available.

Management of XenApp 5 for Windows Server 2003 is principally based on the Delivery Services Console and the XenApp Advanced Configuration console. Updating the consoles should be done by means of the autorun and enables the administrator to use the latest functionality. Please note that the aforementioned HRP and console updates are only applicable to XenApp 5 for the Windows Server 2003 platform; HRP or console updates are not included for XenApp 5 for Windows Server 2008.

Upgrade/Migration Steps for XenApp 5 for Windows Server 2003 with HRP5

Upgrading to XenApp 5 HRP5 from

Presentation Server 4.5 or higher

Migrating to XenApp 5

1. On administrative computers, upgrade the existing consoles by installing the Delivery Services Console and XenApp Advanced Configuration console from the XenApp 5 Feature Release 2 media

2. On XenApp servers, select XenApp and HRP5 from the autorun installation screen on the XenApp 5 Feature Release 2 media

1. Install Windows Server 2003 SP1 or higher and Terminal Services.

2. On administrative computers, install the Delivery Services Console and XenApp Advanced Configuration console from the XenApp 5 Feature Release 2 media

3. On the servers, select XenApp and HRP5 from the autorun installation screen on the XenApp 5 Feature Release 2 media

a. All pre-requisites, including JRE, Windows Installer, and .NET framework are automatically installed

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HDX MediaStream for Flash

HDX MediaStream for Flash is based on client-side Flash rendering and optimization. By means of a new virtual channel, Flash calls are intercepted on the XenApp server and transferred to the client device. The client-side Flash player then downloads and plays the Flash content.

HDX MediaStream for Flash is available only on XenApp 5 for Windows Server 2003 and requires valid Subscription Advantage (September 18, 2009, or later). By default, this feature is invoked when the connection latency is less than 30 ms; in situations where latency exceeds this threshold, HDX (formerly SpeedScreen) Flash Acceleration is utilized and Flash content is run from the XenApp server. Connection latency and other options can be configured by means of the HDXFlash-Server.adm and/or HDXFlash-Client.adm templates.

Upgrade/Migration Steps for HDX MediaStream for Flash

Upgrading from HDX Flash Acceleration

to HDX MediaStream for Flash

Migrating to HDX MediaStream for Flash

1. From the autorun within the XenApp 5 Feature Release 2 media, select HRP5 and HDX MediaStream for Flash

2. Ensure that the following are installed on each XenApp server:

a. Microsoft patch 956572

b. Adobe FlashPlayer 10 or higher

c. Internet Explorer 7 or higher

3. Ensure that the following are installed on each client device:

a. Citrix online plug-in 11.2

b. Adobe FlashPlayer 10 or higher

4. Optionally install and configure HDXFlash-Server.adm and/or HDXFlash-Client.adm GPOs

1. On Windows Server 2003 SP1 or higher, perform a clean installation of XenApp 5, including HRP5 and HDX MediaStream for Flash

2. Ensure that the following are installed on each XenApp server:

a. Microsoft patch 956572

b. Adobe FlashPlayer 10 or higher

c. Internet Explorer 7 or higher

3. Ensure that the following are installed on each client device:

a. Citrix online plug-in 11.2

b. Adobe FlashPlayer 10 or higher

4. Optionally install and configure HDXFlash-Server.adm and/or HDXFlash-Client.adm GPOs

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VM Hosted Apps

VM Hosted Apps enables an application to be hosted and delivered from centralized Windows XP, Vista, or Windows 7 workstations and is a compliment to traditional XenApp Terminal Server-based application delivery. Applications that cannot be run on XenApp for technical or business reasons can be deployed by means of VM Hosted Apps. From the user perspective, the application is presented the same as traditional XenApp applications and can be found either in the StartPrograms menu or when using a browser to connect to a Web Interface site.

When installing VM Hosted Apps, it is necessary to create a new data store database; using an existing XenApp or XenDesktop database will result in corruption. Citrix recommends using Provisioning services in order to provision the virtual desktops used for VM Hosted Apps. If using Provisioning services, use the XenDesktop setup tool to configure vDisk images.

The components include a Desktop Delivery Controller, a Virtual Desktop Agent, and the VM Hosted Apps Delivery Services Console. The Desktop Delivery Controller and the VM Hosted Apps Delivery Services Console must be based on the Windows Server 2003 platform. Although a distinct Delivery Services Console is required to manage VM Hosted Apps, multiple Delivery Services Consoles can be consolidated on a single computer for easy administration. VM Hosted Apps installation media is included with XenApp Feature Pack 2 and can be identified as build number 4.0.4049; only this build is supported.

Upgrade/Migration Steps for VM Hosted Apps

Upgrading to VM Hosted Apps Migrating to VM Hosted Apps

Not applicable 1. If using an enterprise-level data store database, install or make available a database instance.

2. Choose or create the OU that will be used to house the child OU created by the Active Directory wizard

3. On a server with Windows Server 2003 SP1 or higher installed, insert the XenApp installation media and select the VM Hosted Apps option to install the Delivery Services Console that will be used to manage VM Hosted Apps

4. On a server with Windows Server 2003 SP1 or higher installed, use the VM Hosted Apps media to install the Desktop Delivery Controller and create a new farm

a. By default, the Delivery Services Console and Web Interface are installed during the aforementioned process

5. Within the Delivery Services Console, configure VM Hosted Apps by:

a. Creating a desktop group and selecting “Use Desktop Group for VM Hosted Apps”

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b. Designating the application name

c. Modifying the application icon

6. Within Web Interface 5.2, create or use an existing XenApp Web or Services site

7. Create the virtual desktops and do the following:

a. Install the Virtual Desktop Agent

b. Install the application

c. Place the application shortcut item in the SeamlessInitialProgram folder

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Provisioning Services 5.1 SP1

Provisioning services enables XenApp Platinum and VM Hosted Apps workloads to be streamed on demand to physical or virtual machines. The specific workloads that can be provisioned by means of Provisioning Services 5.1 SP1 based on XenApp licensing include:

XenApp Platinum physical or virtual farm member servers (including Zone Data Collectors)

XenApp Enterprise and Platinum licenses can be used to provision VM Hosted Apps virtual desktops

Starting with this version, if the Provisioning Server loses its connection to the Citrix Licensing Server, it will go into a 30-day grace period without showing a five-minute shutdown message. In addition, Provisioning Services 5.1 SP1 includes support for Windows 7 and Linux Ubuntu.

When upgrading, the XenApp Prep utility is already incorporated into the installation process, whereas it needs to be installed as part of a migration. Provisioning Services 5.1 SP1 now includes the option to use the upgrade wizard or Hyper-V; please refer to the product documentation for more details. If you are upgrading a XenServer-based installation, you need to uninstall the target device software, upgrade the XenServer tools then reinstall the target device. Lastly, target device software cannot be uninstalled while running from a vDisk.

Upgrade/Migration Steps for Provisioning Server 5.1 SP1

Upgrading to Provisioning Server 5.1

SP1 from Provisioning Server 5.0 or

higher

Migrating to Provisioning Server 5.1

SP1

1. Backup the existing Provisioning Server database

2. Uninstall Provisioning Server and reboot the server

3. Install Provisioning Services 5.1 SP1 to upgrade the existing installation (select farm already configured)

4. On the XenApp servers, install the Provisioning Server target device software:

Automatic upgrade: run the Provisioning Services Upgrade Wizard, which includes:

a. Provisioning Services Upgrade Manager

b. Upgrade Config

Manual upgrade: uninstall target device Provisioning Services software, reboot the target device, and install Provisioning Server 5.1 SP1 target device software

1. On Windows Server 2003 SP2 or higher or Windows Server 2008, install Provisioning Services 5.1 SP1, which includes:

a. Provisioning Services installation wizard

b. Provisioning Services console wizard

2. Utilize an existing Microsoft SQL Server 2005 or 2008 (or Express) instance or create one

3. Configure Provisioning Server

4. On the XenApp server, install the Provisioning Server target device software, which includes:

a. XenApp Prep utility

b. Target device installation wizard

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Web Interface 5.2

Web Interface 5.2 is required for administration of VM Hosted Apps, and it also supports Firefox-based access. In addition, this version allows for the configuration of a secondary STA, which is used for Access Gateway and Secure Gateway connections. A secondary STA ensures that Session Reliability ticket refreshes are successful.

When installing Web Interface 5.2, note that the Web Interface MMC is automatically installed on that server and is required for administration. If the Access Management Console exists on that server, the Web Interface extension will automatically be removed.

Upgrade/Migration Steps for Web Interface 5.2

Upgrading from Web Interface 4.0 or

higher to Web Interface 5.2

Migrating to Web Interface 5.2

1. If exists, remove centralized configuration

2. Install Web Interface 5.2

1. Install Windows Server 2003 or Windows Server 2008

a. Windows Server 2003 requires IIS6

b. Windows Server 2008 requires Web Server (IIS) role, including IIS6 Management Compatibility

2. Install the following:

a. .NET Framework 3.5 with SP1

b. Visual J#.NET 2.0 Second Edition

c. ASP.NET 2.0

3. Install Web Interface 5.2

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Service Monitoring (EdgeSight 5.2)

EdgeSight technologies are the basis for the following:

Service monitoring for XenApp Platinum edition

Resource Manager for XenApp Enterprise edition

This release incorporates additional reports for XenApp and VM Hosted Apps, as well as a management pack connector for Microsoft Systems Center Operations Manager. It also incorporates additional counters to add visibility into the logon process and activities.

The instructions for upgrading or migrating the server-side components to Service monitoring (EdgeSight 5.2) are the same whether the installation is based on XenApp Platinum or XenApp Enterprise licensing. As with the previous versions, when installing the agent on the XenApp servers or VM Hosted Apps virtual machines, designate Advanced functionality (Service monitoring) for Platinum licensing and Basic functionality (Resource Manager) for Enterprise licensing.

Upgrade/Migration Steps for EdgeSight 5.2

Upgrading from EdgeSight 5.x to

EdgeSight 5.2

Migrating to EdgeSight 5.2

1. Backup the existing EdgeSight database

2. Install EdgeSight 5.2 on the existing EdgeSight 5.x console server

3. Install the EdgeSight agent on each XenApp server or virtual machine hosting VM Hosted Apps and reboot

1. Backup the existing EdgeSight database if it exists

2. Install Windows Server 2003 or Windows Server 2008 (including prerequisites), SQL Server (must install Database Services, Reporting Services, and Workstation components), and EdgeSight 5.2

3. Install the EdgeSight agent on each XenApp server or virtual machine hosting VM Hosted Apps and reboot

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Power and Capacity Management

Power and capacity management provides an effective power management solution for XenApp servers by automatically turning on and off servers based on a pre-defined configuration, thus reducing energy consumption.

When installing Power and capacity management, Citrix recommends that you do not install the database or concentrator on a XenApp server as the functionality of Power and capacity management may shut down those servers. Do not create the database manually because it will be automatically created during the Power and capacity management database installation. In addition, .NET Framework 3.5 is required prior to installing any of the components.

Upgrade/Migration Steps for Power and Capacity Management

Upgrading to Power and Capacity

Management

Migrating to Power and Capacity

Management

Not applicable 1. Install or make available a SQL Server or SQL Server Express database instance; SQL Reporting is optional but recommended

a. .NET Framework 3.5 required

2. On the same or two distinct servers, install Concentrator and the Management Console

a. .NET Framework 3.5 required

b. On the console, MMC 3.0 or higher required

3. Install the Power and capacity agent on each XenApp server

4. Configure session capacity and define a schedule before enabling power control and/or load consolidation

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Citrix Merchandising Server and Receiver for Windows 1.1

Citrix Merchandising Server 1.1 helps create, deliver and manage a high-quality end user experience on laptops and desktops. Citrix Receiver for Windows is a universal client for IT service delivery. With Citrix Receiver installed on a computer, IT can deliver applications and desktops as an on-demand service with no need to manage, own or care about the physical device or its location.

Citrix Merchandising Server includes rule-based targeted deliveries to provide administrative granularity. For example, an administrator may determine that a group of contractors only require access to the Citrix Online plug-in version 11.2, whereas corporate users should receive all Citrix plug-ins.

Citrix Receiver for Windows 1.1 is the client-side component, and Citrix recommends upgrading both the Merchandizing Server and Citrix Receiver for Windows to version 1.1.

Upgrade/Migration Steps for Citrix Merchandising Server 1.1

Upgrading from Citrix Merchandising

Server 1.0 to Citrix Merchandising

Server 1.1

Migrating to Citrix Merchandising

Server 1.1

1. Download and save the Merchandising Server 1.1 virtual machine RPM file

2. Open the Merchandising Server console and

access ConfigurationsUpgrade Server and point to the saved location

3. Modify the Merchandising Server deliveries as appropriate using new role-based targeted deliveries

1. Download and import Merchandising Server 1.1 virtual machine

2. Configure the Merchandising Server deliveries as appropriate using new role-based targeted deliveries

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Profile Management 2.1

Profile management 2.1 includes support for Windows 7 client devices and minor updates. As such, upgrading from Profile management 2.0 to Profile management 2.1 is optional but recommended where the managed devices are based on Windows XP, Windows Vista, Windows Server 2003 and/or Windows Server 2008; transitioning to Profile management 2.1 is only required where Windows 7 devices will be used.

While it is technically possible to update the existing Profile management ADM template, there is the risk that a minor change will be overlooked. The new ADM template has an extra setting to change the path for the Profile management log file, which may be useful for troubleshooting XenDesktop integration issues. Instead, Citrix recommends installing the new Profile management ADM template in a new GPO and transitioning the settings within the previously used Profile management ADM template to the new GPO prior to being deleted. Also, while INI file settings can be used for configuration, the ADM template is more commonly used and recommended by Citrix.

Upgrade/Migration Steps for Profile Management 2.1

Upgrading from Profile Management

2.0 to Profile Management 2.1

Migrating to Profile Management 2.1

1. On each managed computer, install the Profile Management MSI:

a. On x86-based systems, install profilemgt2.1.0_x86.msi

b. On x64-based systems, install profilemgt2.1.0_x64.msi

2. Create a new Active Directory GPO and import the ctxprofile2.1.0 adm template

3. Compare settings in the previously used GPO and copy and/or modify settings in the new GPO

4. Replace assignment of the old GPO with the new GPO and delete the old GPO

1. On each managed computer, install the Profile Management MSI:

a. On x86-based systems, install profilemgt2.1.0_x86.msi

b. On x64-based systems, install profilemgt2.1.0_x64.msi

2. In a new or existing Active Directory GPO, import the ctxprofile2.1.0.adm template

3. Configure GPO policy rules

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Application Streaming 5.2

Application Streaming 5.2 consists of a revised Streaming Profiler and minor enhancements that facilitate streaming. Although not required, application profiles based on previous versions of the Streaming Profiler should be updated. Also, the Streaming Profiler 5.2 should be used in conjunction with the Offline plug-in 5.2.

Upgrade/Migration Steps for Application Streaming 5.2

Upgrading from Application Streaming

1.3 to Application Streaming 5.2

Migrating to Application Streaming 5.2

1. Install Application Streaming Profiler 5.2 on the existing Profiler computer

2. To upgrade a profile, open an existing profile package, make a minor change, and save

1. Install Windows operating similar to target device

2. Install the Application Streaming Profiler 5.2

Load Testing Services 3.6

Load testing services, formerly known as EdgeSight for Load Testing, is an effective tool for estimating XenApp user loads and resource requirements based on physical or virtual servers. There is no limit to the scalability testing that can be done with the Load testing feature.

This release better facilitates the testing process by allowing for a basic level of authentication and eliminating the requirement for virtual users to be logged in to run the launchers.

Upgrade/Migration Steps for Load Testing Services 3.6

Upgrading from Load Testing Services

3.x to Load Testing Services 3.6

Migrating to Load Testing Services 3.6

1. Back up any existing scripts

2. Install EdgeSight for Load Testing.msi on the server to be designated the controller

3. Install EdgeSight Web Interface Support.msi on each Web Interface server (optional)

1. Install EdgeSight for Load Testing.msi on the server to be designated the controller

2. Install EdgeSight Web Interface Support.msi on each Web Interface server (optional)

Page 20: Technical Guide to Upgrading-Migrating to XenApp 5 Feature Pack 2

Page 20

Single Sign-On (Powered by Password Manager)

This feature pack includes the previously released version of Single Sign-On (Password Manager 4.6 with SP1). The only change is in the management console to reflect Citrix branding. As such, upgrading the management console is optional; however, Citrix recommends deploying the Single Sign-On agent 4.6.267.0 or later.

Secure Gateway 3.1.2

In this release, Secure Gateway has been updated to reflect Citrix branding and minor updates; it includes no new functionality. As such, upgrading from Secure Gateway 3.1 to Secure Gateway 3.1.2 is optional.

Branch Optimization

Branch Optimization continues to be an inherent feature within XenApp for Windows Server 2003. HDX IntelliCache, previously known as ICA Acceleration, will be made available for XenApp 5 for Windows Server 2008 in late Q4. Branch Optimization requires a symmetrical pair of Branch Repeater appliances.

EasyCall Voice Services 3.0

EasyCall voice services is a virtual server that integrates with your in-house telephony system and Active Directory. It now incorporates call forwarding, a secondary conference access number, and a Macintosh plug-in.

Upgrade/Migration Steps for EasyCall Voice Services 3.0

Upgrading from EasyCall Voice

Services 2.2 (virtual appliance) to

EasyCall Voice Services 3.0

Migrating to EasyCall Voice Services 3.0

1. Download the EasyCall 3.0 virtual appliance upgrade image from MyCitrix and install onto a XenServer host

2. Restart the EasyCall appliance

3. Install or upgrade client devices to the EasyCall 3.0 plug-in

1. Download the EasyCall 3.0 virtual appliance from MyCitrix and install onto a XenServer host

2. Connect to your in house phone systems

3. Configure integration with Active Directory

4. Install or upgrade client devices to the EasyCall 3.0 plug-in

Page 21: Technical Guide to Upgrading-Migrating to XenApp 5 Feature Pack 2

Page 21

Workflow Studio Orchestration 2.0

Workflow Studio orchestration provides a rich interface for designing Citrix Delivery Center workflows. In addition to the existing activity libraries, the XenApp activity library has been released. By using the XenApp activity library, an administrator can automate tasks such as rebooting servers, get server load, and remove server from farm.

Workflow Studio 2.0 supports segregation of the designer console and runtime. The upgrade steps defined below assume that these functionalities are co-located because Workflow Studio 1.0 required that these were installed on the same server.

When upgrading Workflow Studio, the workflows stored in the database and workflow job history data in the user profile are not removed as part of the uninstallation process. Thus, no data is lost when following the upgrade steps defined below.

Upgrade/Migration Steps for Workflow Studio 2.0

Upgrading from Workflow Studio 1.0 to

Workflow Studio 2.0

Migrating to Workflow Studio 2.0

1. Backup the existing Workflow Studio database

2. Uninstall Workflow Studio 1.0

3. Ensure that the following are installed on the Workflow Studio server:

a. .NET Framework 3.5 SP1

b. PowerShell 1.0

c. Microsoft Authorization Manager

4. Install the Workflow Studio 2.0 designer console and runtime; select the option to upgrade when the database is detected

5. Upgrade Workflow Studio 2.0 remote runtime on at least one XenApp server (usually Zone Data Collector)

1. Install or make available SQL Server 2005 database instance

2. Install the following on the Workflow Studio designer console and runtime servers (if segregated):

a. .NET Framework 3.5 SP1

b. PowerShell 1.0

c. Microsoft Authorization Manager

3. Install designer console and Workflow Studio runtime on same or different server

4. Install Workflow Studio remote runtime on at least one XenApp server (usually Zone Data Collector)

Page 22: Technical Guide to Upgrading-Migrating to XenApp 5 Feature Pack 2

About Citrix

Citrix Systems, Inc. (Nasdaq:CTXS) is the global leader and the most trusted name in application

delivery infrastructure. More than 200,000 organizations worldwide rely on Citrix to deliver any

application to users anywhere with the best performance, highest security and lowest cost. Citrix

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as hundreds of thousands of small businesses and prosumers. Citrix has approximately 6,200

channel and alliance partners in more than 100 countries. Annual revenue in 2006 was $1.1 billion.

©2009 Citrix Systems, Inc. All rights reserved. Citrix®, Citrix XenApp™, Citrix XenServer™ are trademarks of Citrix Systems, Inc. and/or one or more of its

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