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9

Section I – Creating the Network


Part 1 - Creating the servers and the network
This section contains the steps required to create the network of servers, services, and user systems for the XenDesktop
environment.
The run-book begins by using an existing XenServer environment to create and host all systems.
An independent workstation is used to run the XenCenter dialog to connect to and manage the XenServer environment.

Creating the Windows Server 2003 Virtual Systems

Step Description Caption


1. Connect to your XenServer using
the Citrix XenCenter software.

Right click the XenServer object


in the left panel and click New
VM to install a model
Widows2003 Server on the
XenServer.

Set the Name to Windows


Server 2003 Model Server.

All other servers will be based


upon this configuration. Specify
the following options when
prompted.

Memory: 1024MB
Disk: 8.0GB
IP address: 172.18.2.189
Install the Windows Server
2003 operating system.
Right click the Windows Server
2003 Model Server object in the
left panel.

Select Install XenServer Tools


in the pop-up dialog.
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Creating the Windows Server 2003 Virtual Systems

Step Description Caption


2. Select the Console tab in the
right panel.

Log in as the local Administrator.

Click the Windows Start button.

Right Click My Computer.

In the Remote tab, enable RDP


access.

In the Windows Network


Connections dialog, disable the
local firewall services.

Restart the Server.

Establish a connection and use


the Windows Update utility to
add the .NET 3.5 Framework
and other appropriate updates.

3. This document references both


the use of RDP and the
XenCenter Console Tab to
access the workstation or server
console. Although both are
useable, connections via the
Windows RDP facility require
that this function be allowed. As
such, steps in this runbook are
included to update the My
Computer properties on each
system to enable RDP
connectivity. This is not required
if the XenCenter Console tab
access method is used.
11

Creating the Windows Server 2003 Virtual Systems

Step Description Caption


4. From the Windows Start menu,
click Run. In the pop-up enter
mmc.exe and click OK to start
the Management Console.

From the File menu, click


Add/Remove Snap-in.

In the pop-up dialog, click Add.

Click Certificates. Click Add.

Click the Computer Account


radio button.

Click Next.

Click Finish.

Click Close.

Click OK.

Close the Management


Console and Save it to a
temporary directory at the root of
the C:\ drive when prompted.

5. Prepare to run the Windows


sysprep process by performing
the following steps.

Insert the Windows installation


media into the DVD drive on the
XenServer.

On the Windows 2003 server,


use windows explorer to navigate
to the \Support\Tools directory.

Click the Deploy.cab file.

Copy the setupcl.exe and the


sysprep.exe to a temporary
directory at the root of the C:\
drive on the server.
12

Creating the Windows Server 2003 Virtual Systems

Step Description Caption


6. Navigate to the temporary
directory created in the previous
step.

Run the sysprep.exe utility.

Select Shut Down from the drop


down list in the Shutdown Mode
field.

Click Reseal and allow the


server to shut down.

Click OK to acknowledge the


dialog box pertaining to
regeneration of Security IDs.

Do not restart the server.

7. Wait until the server has been


shut down.

In the left panel of the XenCenter


console, right click the Windows
Server 2003 Model Server
object.

Click Convert to Template.

Acknowledge the warning


message and wait until the
process has been completed.
13

Creating the Windows Server 2003 Virtual Systems

Step Description Caption


8. Right click the newly created
Windows Server 2003 Model
Server template in the left panel.

Select New VM from the pop-up


menu.

Follow the dialogs to create three


new Windows Server 2003
systems from this XenServer
template.

To reflect references within this


guide, the virtual machines
should be named:

vDesktopDmC
vDesktopPvS
vDesktopDDC

Use default values as prompted


through the VM creation wizard.
14

Part 2 – Configuring the Domain Controller


This section contains the steps required to set up the first server will be set us as the Domain Controller. As such, it will
host the Active Directory, DHCP, and DNS services.

Setting up The Domain Controller

Step Description Caption


1. In the XenCenter Console tab,
click the vDesktopDmC server
object in the left panel.

Click the Console tab in the right


panel.

Login to the as the local


Administrator in the right panel.

Follow the steps to complete the


sysprep process on the server.

Set the server name, IP address,


and default gateway as per Table
1 - Addressing Chart, above.

Specify Workgroup membership.

Upon reboot, log in as the local


administrator using the
XenCenter console.

Validate the settings for the local


firewall and Remote Access as
per above.
15

Setting up The Domain Controller

Step Description Caption


2. Establish an RDP connection or
use the XenCenter console tab
to connection to the
vDesktopDmC server. Log in as
the local administrator.

If not already running, start the


Manage Your Server utility from
Windows Start >All Programs.

Select Add or Remove a Role.

Click Next in the Preliminary


Steps dialog.

Select Domain Controller.

Click Next.

Follow the wizard and select


Domain controller for new
domain name.

Throughout this run-book,


XenDT.net is used as the
domain name.

Continue using default values in


all prompts.

3. On the vDesktopDmC server,


click Windows Start >
Administrative Tools > DNS.

In the left panel, expand the DNS


tree fully.

In the left panel, under


VDESKTOPDMC right click
Reverse Lookup Zones.

Select “New Zone”.

Follow the wizard for a Primary


Zone using defaults.

Add the Network ID when


prompted.

Click Next until the wizard


finishes.
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Setting up The Domain Controller

Step Description Caption


4. If the process prompts for the
Windows 2003 Installation
media, mount it from the
XenCenter management dialog:

Click vDesktopDmC in the left


panel.

In the right panel, click the


Storage tab.

Select the Windows Server


2003 installation media from
the drop down list.

Select the appropriate DVD


image from the XenCenter Menu.

Return to the RDP session and


Click OK.

Allow the server to restart after


Active Directory and DNS
installation processes complete.

5. Log in to vDesktopDmC as the


domain administrator.

Restart the Manage Your


Server utility if necessary.

Select Add or Remove a Role.

Select DHCP Server and click


Next.

Create a Scope Name called


XenDesktop with a suitable
description.

Specify 172.18.2.161 - .174 as


per Table 1 - Addressing Chart
(above).

Continue to configure the Default


Gateway by specifying the IP
address of the router as per
Table 1 - Addressing Chart
(above).

Click Next.
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Setting up The Domain Controller

Step Description Caption


6. In the Domain Name and
Servers menu, set the parent
domain field to XenDT.net.

Set the Server name field to


vDesktopDmC.

Click Resolve.

Click Add. The resolved IP


address appears in the list.

Click Next.

Click Next to bypass the WINS


Servers menu.

Click Next to Activate this


scope now.

Click Finish.

7. Click Windows Start >


Administrative Tools >DHCP.
This opens the DHCP
Management Console.

Check that the DHCP service is


Authorized.

If it is not, the following steps will


Authorize it:

Right click vDesktopDmC in the


right panel.

Select Authorize.

In the top menu bar, click


Action.

Click Refresh from the drop


down list.

Ensure that the service is


running.
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Setting up The Domain Controller

Step Description Caption


8. In the left panel, right click the
Server Options folder at the
bottom of the tree.

Click Configure Options.

Scroll down and select the 066


Option.

Enter the IP address that is


assigned to vDesktopPvS as
per Table 1 – Addressing Chart
(above).

9. In the same panel, scroll down


and select the 067 Option.

Enter the string ARDBP32.bin


into the String Value field.

Click Apply.

Click OK.

Click Close.
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Setting up The Domain Controller

Step Description Caption


10. Click Windows Start >
Administrative Tools >Active
Directory Users and
Computers. This opens the
Active Directory Management
Console.

Create five user accounts:


User_1
User_2
User_3
User_4
User_5

11. In the left panel, right click


XenDT.net.

Select New in the pop-up dialog.

Select Organizational Unit.

Set the Name field to


XenDesktop.

Close the Active Directory


Management dialog.

12. Reboot the Server.


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Creating the Workstations

Step Description Caption


11. Right click the newly created
template in the left panel.

Select New VM from the pop-up


menu.

Follow the dialogs to create three


new Windows XP workstations
from this XenServer template.

For references within this guide,


the virtual machines should be
named:
EP-Full-01
EP-Win-01

Use default values as prompted.

12. Click EP-Full-01 in the left panel


of the XenCenter dialog.

Click the Console tab

In the right panel, click Next to


allow the sysprep process to
complete.

In the Network settings dialog,


select Custom Settings and set
the Network IP address for this
system as per Table 1 -
Addressing Chart (above).

When prompted select Yes,


make this computer part of the
following domain.

Enter XenDT.net into the


Domain Name field.

Authenticate using the Domain


Administrator credentials.

Click Finish and let the system


reboot.
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Creating the Workstations

Step Description Caption


13. In the Network Identification
wizard, select Do not add users
at this time.

Click Next.

Click Finish.

Log in as Domain Administrator.

Turn OFF the local Firewall.

Validate that RDP access is


enabled.

Repeat steps 12 and 13 for the


remaining Windows XP endpoint
system:
EP-Win-01

.
31

Section II - Creating the XenDesktop Environment


The previous section led the user through setting up the servers, user workstation, and network. The steps in this section
pertain to installing and configuring Citrix components that will deliver the XenDesktop VDI.

Part 1 – Preparing the XenDesktop Master Image and Template


The activities in this section pertain to creating the master image that will be used to create the virtual systems in the
XenDesktop VDI.

Creating the XenDesktop Master Image

Step Description Caption


1. To create the XenDesktop base
virtual system image on the
XenServer, perform the
following:

In the left panel of the XenCenter


console, right click Windows XP
Model Workstation template.

Select New VM from the pop-up


menu.

Set the Name to


vBaseDesktop1.

Follow the prompts using the


following overrides.

RAM: 1024MB

Disk: 8GB/Windows XP

Disk: 16GB/Vista

Follow the Windows sysprep


installation prompts.

Set the System Name to


vBaseDesktop1.

In the Network Settings dialog,


lick Typical Settings to use
DHCP.

Join the XenDT.net domain.


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Creating the XenDesktop Master Image

Step Description Caption


2. Create a new Virtual Machine
template on the XenServer host.

This template will be used by the


Provisioning Server.

In the left panel of the XenCenter


console, right click the
XenServer object.

Click New VM.

Set the name to PvS VM


Template.

In the wizard, select Other


Install Media.

Click the Physical DVD drive


radio button.

Set the RAM to 1024MB

When Virtual Disks panel is


presented (as shown at the
right), leave the Disk Allocation
blank.

Select other defaults until Finish

3. In the XenCenter left panel, right


click PvS VM Template.

Select Force Shutdown.

Wait until the system is down.

Right click PvS VM Template,

Click Convert to Template.


33

Part 2 – Installing the Citrix Desktop Delivery Controller Software


The activities in this section focus on creating the XenDesktop Delivery Controller (DDC) on vDesktopDDC. The Citrix
licensing server component is installed on vDesktopDDC and loaded with XenDesktop licenses.

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


1. Establish an RDP session or use
the XenCenter Console tab to
connect to the vDesktopDDC
server.

Log in as the domain


administrator.

Place the Desktop Delivery


Controller installation media into
the DVD drive via the XenCenter
console.

In the Welcome page, select


Install Server Components.

Scroll through the licensing


agreement and click the I accept
radio button.

Click Next.

On the next page, select all


components.

Click Next
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Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


2. Set the Name field for the new
farm to XenDTFarm.

This farm name will be used later


in the configuration.

Click Next.

In the next panel, select the


product edition for which you
have the license.

Click Next

3. In the Optional Server


Configuration panel, leave the
default setting.

Click Next.

Click Next in the Start


Installation panel.

When prompted, restart the


server.
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Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


4. Upon restart, log in with the
same domain administrator
account.

The installation will continue.

It may be necessary to restart


the installation process to
complete the installation.

Hint: To restart the installation


process, perform these steps:

Click MyComputer.

Click the DVD drive object in the


menu that is opened.

5. The installation continues after


the reboot.

Select “Continue Anyway” to


ignore error messages pertaining
to printer drivers.

Upon completion of the install


process, the server will prompt to
restart. Allow the system to do
so.
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Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


6. When the Setup Complete
message appears, leave both
options checked.

Click Finish.

7. The Active Directory


Configuration Wizard begins.

Click Next.

In the Select an existing Active


Directory OU panel, click
Browse.

In this example, the XenDesktop


OU was selected.

Click OK.

This field is set to


OU=XenDesktop,DC=XenDT,D
C=net

Click Next.

Click Finish.

Click Close.
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Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


8. When prompted, click Yes to
start the Citrix Access
Management Console.

Click Next to start the Discovery


wizard.

Click Add Local Computer.

Click Next

Click Next.

When the Discovery Completed


message is displayed, click
Finish.

9. Note the presence of this server


(VDESKTOPDDC) under
XenDesktop > Controllers.

Close the Access Management


Console.
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Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


10. To prepare for licensing, it is
critical to have the correct
hostname of the license server.
Administrators can check by
following these steps:

On the vDesktopDDC server,


click on Windows Start > Run

Type cmd.

Click OK.

Type hostname and press


Enter. The hostname is
displayed.

It is critical to specify the case


sensitive hostname when
activating the licenses and
downloading the license file from
MyCitrix.com

11. It is assumed that the license has


been pre-arranged and retrieved.

If not, download an evaluation


license using your account from
MyCitrix.

The license file may be


compressed. If so, extract it.

On the vDesktopDDC server,


the Citrix License Manager
should be active from the
previous steps.

In the License Management


dialog, click Copy license file to
this license server.

Browse to the location of the


stored license, and select the
license file.

Click Upload.
39

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


12. The license upload process
completes quickly.

Check that the license has been


uploaded.

Close the License Management


Console.
40

Part 3 – Loading the Citrix Provisioning Server Software


The activities in this section focus on creating the Provisioning Server (PvS) on vDesktopPvS.

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


1. Additional disk storage must be
allocated to the Provisioning
Server (vDesktopPvS).

For these lab activities, 50GB of


storage is sufficient to host the
file systems for 5 virtual desktop
systems based upon Windows
XP operating system.

Formalized sizing procedure –


outside the scope of this
document – would be used to
determine storage requirements
for production environments.

In the left panel of the XenCenter


console, click vDesktopPvS.

Select the Storage tab in the


right panel.

Set the Size field to 16GB.

Click Add to create a new 50GB


volume to vDesktopPvS.

2. Establish an RDP connection or


use the XenCenter console tab
to connect to the vDesktopPvS
server.

Log in using the credentials of


the domain system administrator.

From the Control Panel>


Administrative Tools, start the
Computer Management dialog.

Click Disk Management

Initialize the new 16GB volume.

Click Create a new partition.

Select Primary Partition.

Format the new volume.


41

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


3. In the left panel of the XenCenter
console, click vDesktopPvS.

In the right panel, click the


Storage tab.

Select he Provisioning Server


Installation Media from the drop
down list.

Return to the vDesktopPvS


console.

4. Using Windows File Explorer,


navigate to \SQL Server 2005
Express.

Since this is the 32-bit operating


system, click to execute
SQLEXPR32.exe.

Follow the prompts to install SQL


Express.

Click Next.

Start the Configuration wizard


when prompted.
42

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


5. Fill in name and company
information when prompted.

Click Next and follow the wizard


using default values.

Click the Install.

Upon completion of component


configuration, click Next.

Acknowledge the Summary


panel.

Click Finish.

Restart the server before


continuing.

6. At the root of the Provisioning


Server installation media, click
PVSSRV_Server.exe.

Click Next.

Scroll through and accept the


license agreement and Click
Next.

Accept the defaults for the User


and Organization.

Click the Anyone who uses this


computer radio button.

Click Next.

Click Next in the destination


panel.
43

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


7. Click the Complete radio button.

Click Next.

In the next menu, click Install.

Allow the installation process to


complete.

Click Finish.

The Server Configuration


wizard begins.

Click Next.

8. In the DHCP Services panel,


select the The Service that runs
on another computer radio
button

Click Next.
44

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


9. Select the default setting in the
PXE Services panel by selecting
The service that runs on this
computer radio button.

Click Next.

In the next menu, select Create


Farm.

Click Next.

10. In the Database Server panel,


click Browse.

Select VDESKTOPPVS from the


Server name drop down list.

Click OK.

The Server name and the


Instance name fields are now
populated properly.

Click Next.
45

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


11. In the next menu, accept the
defaults.

Note that this is a different FARM


entity than the one configured on
the Desktop Delivery Controller
and, as such, has its own name.

This can be a source of


confusion and error.

Click Next.

12. Important:

Change the name of the License


server in this menu.

Change the License Server


name to vDesktopDDC.

Do not change the License


server port assignment.

Click Next.
46

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


13. In the User Account menu, click
the Specified user account
radio button

For simplicity of configuration,


set the User Name, Domain,
and Password fields to their
appropriate values for the
domain administrator.

Click the option to Configure the


database for the account.

Click Next.

In the next panel, select the


appropriate Network card and
Click Next.

14. Select the Use the Provisioning


Server TFTP service option

Click Next.

In the next panel, accept all


defaults.

Click Next.

Click Finish.
47

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


15. In some releases, a configuration
error message may appear.

This can typically be ignored.

The log file can be found at the


following location:

C:\Documents and Settings\All


Users\Application
Data\Citrix\Provisioning
Server\ConfigWizard.log

Click Done.
48

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


16. Using the XenCenter console,
click vDesktopPvS in the left
panel.

In the right panel, click the


Storage tab.

From the drop down list, select


the XenDesktop Delivery
Controller installation media.

This assigns that volume to the


DVD drive of the vDesktopPvS
server.

Navigate to the three


executables under
w2k3\en\XenDesktop Setup
Tool (since this is a 32-bit
operating system.

Copy these files to a convenient


location on the server.

On the vDesktopPvS server, run


the Setup.exe file to start the
XenDesktop Setup Wizard.

Click Next.

Scroll through, read, and accept


the License Agreement.

Click Next.
49

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


17. In the Destination Folder panel,
accept the defaults.

Click Next.

Click Install.

Click Finish when the installation


completes.

18. On the vDesktopPvS server,


create a new subdirectory called
XDStore.

It is recommended to create this


on a non-system volume so that
it can be expanded if required.

In this example, E:\XDStore is


created.
50

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


19. On the vDesktopPvS server,
select Windows Start>All
Programs>Citrix->Provisioning
Server->Provisioning Server
Console.

In the left panel, right click


Provisioning Server Console and
click Connect to Farm.

Specify the FQDN of the PVS


server.

The field is set to


vDesktopPvS.XenDT.net in this
example.

Click Connect.

20. Expand the tree in the left panel.

Right click Stores.

Select Create Store.

In the pop up dialog, set the


Name field to XDStore.

In the Paths tab, specify the path


and directory name created
above.
51

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


21. Click the Servers tab.

In the window below Servers


that provide this store, select
the entry “VDESKTOPPVS”.

Click OK.

22. In the left panel, right click


XDStore.

Click Create vDisk.

In the pop up panel, specify the


following:

Site: Site (default)

Server used: vDesktopPvS


(Default)

Filename: vDisk1

Description: Master Virtual


Desktop Disk

Size: 8192 for XP (16384 for


Vista)

VHD Format: Dynamic (Not


default)

Click Create vDisk


52

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


23. In the right panel, right click the
newly created vDisk.

Click Properties.

In the pop up dialog, click Edit


File Properties

Click the Options tab.

Click the option Active Directory


machine account password
management.

Click OK.

Click OK.

24. In the left panel, expand Sites.

Click the Servers object.

In the right panel, right click


VDSEKTOPPVS.

Click Properties.

In the pop-up, click the Options


tab.

Click the option Enable


automatic password support.

Leave the default number of


days set to its default.

Click OK.

Acknowledge the Service


Restart message.
53

Installing the Citrix Desktop Delivery Controller Software

Step Description Caption


25. In the left panel of the
Provisioning Server Console,
click XDStore.

In the right panel of the console,


right click vDisk1.

Click Mount vDisk.

26. From the vDesktopPvS


Windows Start menu, click My
Computer.

Note the new removable disk.

Right click the new Removable


Disk and Format it.

Close the explorer menu.

In the left panel of the


Provisioning Server Console,
select XDStore.

In the right panel, right click


vDisk1.

Click Unmount Disk.


54

Part 4 - Finalizing the XenDesktop Image


In this section, the model XenDesktop system image is created.
The following steps are performed:
 Create the vBaseDesktop1 system and apply maintenance as required.
 Clean up the model vBaseDesktop1 system image.
 Install prerequisite Citrix software
 Propagate that image to the Virtual Disk used by the Provisioning Server.

Creating the XenDesktop System Image

Step Description Caption

1. Establish an RDP session to the


vBaseDesktop1 system.

Log in as the domain


administrator.

Install any applications that the


user should see in their virtual
desktop environment.

Remove all superfluous Windows


components.

From Windows Explorer, run the


Disk Cleanup utility to clean out
temporary files and artifact
installer files.

This will reduce the disk image


size. It will also empty the
Recycle Bin.
55

Creating the XenDesktop System Image

Step Description Caption

2. In the XenCenter left panel, click


vBaseDesktop1.

Click the Storage tab in the right


panel.

Select the XenDesktop Delivery


Controller installation media from
the drop down list.

Connect to the console of


vBaseDesktop1.

The installation menu should be


up.
Click Install Virtual Desktop
Components.

Scroll through and read the


License Agreement and click I
accept.

Click Next.

Accept default PORT and


Firewall setting adjustment
options.

3. Click the Select the farm now


Radio button.

Select the XenDTFarm from the


drop down list. This is the name
of the farm name in the Citrix
XenDesktop Delivery Controller
installation.

Click Next.

Click Install.

Click Continue Anyway to


Printer warning messages if they
are presented.

Click Finish.

Click Yes when prompted to


restart the system.
56

Creating the XenDesktop System Image

Step Description Caption

4. Connect to the XenCenter


console. Right click
vBaseDesktop1 in the left panel.

Click Properties.

In the pop up window, click


Startup Options.

Move Network to the top of the


Boot Order list.

Click OK.

Click the Network tab in the right


panel.

Record the MAC Address


shown.

This will be used in the next step.

5. Establish an RDP connection or


use the XenCenter console tab
to connect to vDesktopPvS.

Log in as the domain


administrator.

Start the Provisioning Server


Console.

In the left panel expand the


entire tree and right click
Collection.

Click Create Device.

Enter the Name and the


recorded MAC Address from the
previous step. Do not be
concerned about the case
change.

Click OK.
57

Creating the XenDesktop System Image

Step Description Caption

6. In the right panel, right click the


new device and click Properties.

In the pop-up panel, select Hard


Disk in the Boot From drop
down list.

Click the vDisks tab.

Click Add.

In the window under Select


Desired vDisks, click
XDStore\vDisk1.
Click OK.

Click OK again to close the


dialog.

Restart vBaseDesktop1.

7. In the XenCenter left panel, click


vBaseDesktop1.

Click the Storage tab in the right


panel.

Select the Citrix Provisioning


Server installation media.

Connect to the vBaseDesktop1


console and log in as the domain
administrator.

From the main menu of the


installation dialog, click Install
Target Device for 32 bit
Platform.

Scroll through and accept the


License Agreement.

Click Next.
58

Creating the XenDesktop System Image

Step Description Caption

8. Enter your user and


organizational information.

Be sure to click Anyone who


uses this computer”.

Click Next.

Accept the default Destination


Folder.

Click Next.

Click Install.

When the installation wizard


completes, click Finish.

Restart the system.

9. Log in as the domain


administrator when
vBaseDesktop1 restarts.

Click the vDisk icon in the tray to


show status and statistics.

Check that the vDisk is active.

Close the dialog.

Use Windows explorer to


determine which drive letter
Windows has assigned to this
device.

The drive letter assignment is


typically E:\.

Make a note of this drive letter


assignment.
59

Creating the XenDesktop System Image

Step Description Caption

10. To clone the vBaseDesktop1


system image to the vDisk, click
Windows Start > All Programs >
Citrix > Citrix Provisioning
Server Image Builder from the
vBaseDesktop1 system.

This utility is found under All


Programs > Citrix> Provisioning
server >Provisioning Server
Image Builder

Make certain that the destination


drive is correct.
Click Build.

Click yes to confirm the build


action.

This process will take some time.

Upon completion, shut down


vBaseDesktop1.

11. Establish an RDP connection or


use the XenCenter console tab
to connect to vDesktopPvS.

Log in as Domain Administrator.

If not running, start the


Provisioning Server Console.

Click XDStore in the left panel.

If a lock icon appears next to


vDisk1 In the right panel, ensure
that vBaseDesktop1 has been
shut down fully.

Right click the vDisk1 object in


the right panel and click
Properties.

Click Edit File Properties.

Click the Mode tab.

Select Standard Image from the


Access Mode drop down list.

Click OK.

Click OK again to exit.


60

Creating the XenDesktop System Image

Step Description Caption

12. The status of vDisk1 will now be


changed for use by the
Provisioning Server.

Start the XenDesktop Setup


Wizard from All Programs >
Citrix > Administrative Tools >
XenDesktop Setup Wizard.

Click Next.

The Desktop Farm page is


presented.

Select XenDTFarm from the


drop down list.

Click Next.

13. Select Citrix Xen VM


infrastructure from the drop
down list.

Set the Address field to


http://<XenServer-IP> using the
IP address in the Addressing
Chart, above.

Click Next.

When prompted, supply the


credentials to authenticate to the
XenServer.
61

Creating the XenDesktop System Image

Step Description Caption

14. In the Virtual Machine Template


menu, select PvS VM Template
from the list.

Ignore all other templates that


might exist.

Click Next.

15. In the Virtual Disk menu, select


vDisk1.

Click Next.
62

Creating the XenDesktop System Image

Step Description Caption

16. In the Virtual Desktops menu,


specify the number of virtual
desktops, and the Virtual
Desktop systems’ naming
structure.

The configuration specified in all


previous setup steps was set
with values that support 5
systems.

The complete name cannot


exceed 16 characters, including
the sequence numbers that are
appended to the Common
Name.

Click Next.

17. In the Organizational Unit menu,


click Use Default
Organizational Unit.

Click Next.

In the next menu, click Create a


new desktop group called
XDGroup.

Leave the Allow Immediate


Access option checked.

Click Next.

Review the summary information


in the Desktop Creation menu.

Click Next.
63

Creating the XenDesktop System Image

Step Description Caption

18. Open the XenCenter console.

Validate that the desktops


appear in the XenServer list.

19. Establish an RDP connection or


use the XenCenter console tab
to connect to the vDesktopDDC
console.

Log in as Domain Administrator.

Start the Access Management


Console (All Programs > Citrix >
Management Consoles> Access
Management Console.)

Completely expand the


XenDTFarm tree in the left
panel.

Right click XDGroup at the


bottom of the tree.

Click Properties.
64

Creating the XenDesktop System Image

Step Description Caption

20. Click Idle Pool Settings in the


left panel.

In the right panel set the values


as follows:

Business: 3
Peak Time: 3
Out of hours: 1

This sets the number of systems


that will be brought up and kept
ready for immediate user
connections during these parts of
the day.

Click Apply.

Click OK.
65

Section III – Configuring Local Access


Part 1 - Endpoint Configuration for Full-Screen-Only Mode Access
Full-Screen-Only Mode is one in which a user can access only the XenDesktop environment. No access to the local (end-
point) system resources is allowed. XenDesktop access mode is configured on the user’s endpoint system.
Upon login to the endpoint system, the connection is made to the back end XenDesktop virtual machine. The credentials
are passed back to the virtual machine, and its desktop is displayed on the endpoint system.
Only the user that installed the client software can access local system resources.
The alternate connectivity mode (Window-View Mode) is discussed in the section that follows these Full Screen
configuration steps.
To configure the endpoint system to allow only Full-Screen-Only Mode, follow the steps below.

Endpoint Configuration – Full-Screen-Only Mode

Step Description Caption


1. If using RDP to access to the
endpoint systems in the lab,
make sure that the appropriate
user names are authorized on
the target systems.

Note that t this authorization is


required only in a lab/RDP
environment, and is not required
in a production deployment.

This is not required on the


XenDesktop virtual desktop
systems.
66

Endpoint Configuration – Full-Screen-Only Mode

Step Description Caption


2. Click EP-Fulll-01 in the left panel
of the XenCenter menu

Click the Storage tab in the right


panel.

Select the Citrix Desktop


Delivery Controller installation
media.

Establish an RDP connection or


use the XenCenter console tab
to connection to EP-Full-01.

Log in as Domain Administrator.

On the EP-Full-01 system,


browse DVD to the
w2k3\en\Clients\ica32 directory.

Click to run
DeskTopReceiverFull.msi.

Select your language.

Click Next

Accept the license agreement.

Click Next.

3. Set the Server Address field to


vDestopDDC.XenDT.net.

Click Next.

In the next menu, select the


default Destination Folder.

Click Next.

Click Use machine name as


client name in the following
panel.

Click Next.
67

Endpoint Configuration – Full-Screen-Only Mode

Step Description Caption


4. Click the YES radio button to use
the local user name and
password.

Click Next.

In the next menu, click YES for


installing USB support.

Click Next.

At the summary page, Click Next


to begin the installation process.

After the installation completes,


click Finish.

Do not reboot when prompted.


68

Endpoint Configuration – Full-Screen-Only Mode

Step Description Caption


5. Click to run
DeskTopApplianceLock
_en.msi in the same directory
used in above installation.

Accept the License Agreement


and click Install.

Allow installation to complete.

Click Close

Restart the system.

Installation of these two


components will force
XenDesktop Full-Screen-Only
Mode for all users except the
user that installed these
components.

No other user will have access to


the local system resources.

6. Allow the EP-Full-01 system to


restart.

Log in as XenDT domain user


User_1.
69

Endpoint Configuration – Full-Screen-Only Mode

Step Description Caption


7. One of the vDesktopX systems
is connected to this session.

The login credentials are passed


through to one of the idle
vDesktopX system that has
been allocated to this session.

Note: As this system is allocated,


background processes bring up
another idle XenDesktop system
as per the Idle Pool count
parameter.

8. Connect to the vDesktopDDC


server and launch the Access
Management Console.

Click Action > Refresh.

The console now shows that one


of the virtual systems is in use.
70

Part 2 - Endpoint Configuration for Window-View Mode Access


Window-View Mode is an endpoint system configuration in which users can access the XenDesktop virtual machine
desktop through a window on their own endpoint workstation.
This will be the default configuration for users with personal PCs, or those connecting through a remote connection.
Upon login to the endpoint system, the user opens a browser and points to the Web Interface (running on vDesktopDDC in
this lab configuration). This triggers the allocation of a back end XenDesktop system from the idle pool, and presents login
dialog.
To configure the endpoint system to allow only Widowed Access Mode, follow the steps below.

Endpoint Configuration – Window-View Mode

Step Description Caption

1. Establish an RDP session or use


the XenCenter console tab to
connect connection to the EP-
Win-01 system.

Log in as Domain Administrator.

Download the Citrix Receiver,


and install it on this workstation.

The Citrix Receiver can be found


at www.Citrix.com.

Log out from the system.


71

Endpoint Configuration – Window-View Mode

Step Description Caption

2. Connect to EP-Win-01 again.

Log in as the local Administrator


or another user to simulate
logging in to a multi-purpose
workstation.

Using this username parallels


using a shared/guest system to
access the remote desktop
services.

This will show that the user will


be required to provide an
authorized XenDesktop user
name for access to be granted.

3. Open an internet browser.

Set the address bar to


http://vDesktopDDC/

The FQDN may also be used in


the browser address bar.

The login page appears.

Enter the login credentials

Name: User_4
Password: <user’s password>
Domain: XenDT

Click Log On
72

Endpoint Configuration – Window-View Mode

Step Description Caption

4. Acknowledge the licensing


agreement.

Click Download.

Click Run when prompted.

Acknowledge the publisher


warnings and continue the
installation.

5. Click Tools in Internet Explorer


menu bar.

Click Internet options from the


drop down menu.

In the Security tab, add the


current site to the trusted sites
list.

Restart the browser.

Access http://vDesktopDDC/

Log in again:

Name: User_5
Password: <user’s password>
Domain: XenDT
73

Endpoint Configuration – Window-View Mode

Step Description Caption

6. You will now be connected


automatically to the Virtual
Desktop.

Unlike Full-Screen-Only Mode,


The Citrix Receiver prompts the
user to specify local resource
access preferences.

Local Access Summary


This concludes the setup of Local Access to the XenDesktop VDI environment. This configuration demonstrates the
methodology used to configure access to the environment by local LAN based user communities.
Many default configuration options were set in the interest of simplifying the lab environment. For additional configuration
options, consult the Citrix XenDesktop product documentation.