Swimming to Success with Citrix Cloud


As a child and young man, I was involved in swimming. Many an hour was spent within the swim lane, every week, early morning and evening. This culminated in some races/galas that I took part in and sometimes I was able to bring home a medal, a smile, and some chlorinated hair.

Eventually, I reached the stage where the effort vs. the reward was not worth it. In hindsight, this was a mistake and partly brought on by misjudging the benefits and rewards I was getting from the experience. The way I was judging the success I achieved from the sport was narrow, limited, and lacked the vision for my future benefit.

Do I base my success criteria on winning, or do I look at every angle and assess all the benefits?

Health, Activity, Team, Interaction, Determination, Hope, Losing, Winning, Learning, Friends, Appearance, Achievement, Pride, Proud, Smiles, Foundation, Handling Nerves, Social, Muscles/Tone, Cardio, Family, Asthma, Depression, Relax, Destress, Energy.

Above are some positive buzzwords that highlight and broaden the different aspects of success criteria that I should have had a view of back in the day. It is important not to limit the success in anything to one goal. After all, it is not the endgame that matters, but what you learn on the way.

(We did have to wear Speedos back in the day, which is a definite negative. Fortunately, I learn from my mistakes.)

Before this article, I wrote an article some time back addressing some negative comments about the Citrix Cloud here:


As suggested by the title, I provided 13 very good reasons to embark on the Citrix Cloud transformation journey. This article will blow that out of the water in a manner of ‘writing’. I will introduce the success spectrum spectacular ‘Cloud Success Services’ that will be your stepping stone, helping you on your path to success towards the endgame and beyond!

This broadening of success criteria is something that you must be aware of in Citrix Cloud deployments or any project delivery. When you embark on a project, how are you going to measure that success? There are various criteria that you should think about from the start.

Step 1 -Why Cloud?

Step 1 is crucial and can be further broken down:

The Citrix Cloud ‘Use Case’ requires some understanding. Some, or all of the following might be part of the strategy that is adopted:

Increase productivity
Enhance security
Simplify IT infrastructure and management
Ensure business continuity

Understand the use case. For example, is it to increase productivity or implement an effective DR strategy? It could be that the use case is geared towards the cost, in turn, this leads to a ‘Business Outcome’ of a BYOD initiative which leads to certain ‘Success Criteria’ which does not fall short of reducing support tickets, improving user experience, enhancing security and access. Be realistic about setting a time frame. Break it down into steps so you can present the rewards back to the business and stakeholders.

Step 2 – Starting Position

What is your entry into the project? Are you transitioning from an existing on-prem Citrix environment or transitioning from a non-Citrix environment? You could be building a new Citrix Cloud environment from scratch or developing the Citrix Cloud for a specific use case.

Identifying where the resources will be deployed should be understood. On-premises (No kitten died) and Public Cloud such as Azure?

Step 3 – User Target

Identify the apps and users that you wish to take on the transformation journey. Start simple and build upon that success. Identifying the correct applications and users to initiate the project and increase the confidence back to the Stakeholders will, in turn, provide you the required backing from the Business.

Step 4 – Success

We have already touched upon setting achievement goals along the journey which are defined through understanding the ‘use cases’ Citrix Cloud can present. The below tables should provide success goals to work towards and achieve, based on the use case.

The advantages listed exceed the 13 reasons I originally wrote about. Plus, did you know there are a whole host of Enterprise features the Citrix Cloud has?

Here are just some of the features that might have slipped by.

Step 5 – Assistance

Do not take the burden of delivering a successful project alone. It is important that we identify the correct personnel to assist and help shape the solution to the desired outcome. Find the person who knows the Citrix Environment and knows its cracks and creaks. Understand the known issues of the day and work to improve on the user annoyances. Have key contacts that can report back the success of the project after each phase. Remember to start small and build upon this success.

Step 6 – Results

This is more about how you present results back to the business. Setting an achievable project timeline and breaking this into goals will help.

Break the project into 6 distinct phases:


From the 6 distinct phases above, you will be able to identify realistic project goals and minimize any disappointment with expectations.


Citrix Cloud CVADS is certainly, more than ever before, an Enterprise fit for purpose solution to deliver Applications and Desktops to users. It is a bunch of services hosted by Citrix that the customer will utilize and administer. The key to successful implementation is to understand the use case, business outcome, success criteria and finally set a realistic time frame. However, do not take my word for it. Citrix has supplied those embarking on the transformation journey a tool. This is part of the Citrix Cloud Success Services which helps you adopt the above methodology.

Visit https://success.citrix.com

You will be able to start a ‘Success Plan.’

Gareth Carson

Enterprise Architect Capgemini

Twitter: @Citxen


Email: Citxenblog@gmail.com


Carpe Diem!

CVAD Service using 1903 VDA and Azure Resource Location, the Azure MCS Creation Process and 2FA and Secure Browser Service


It has been a while since my last blog and I thought it was time to dust the cobwebs off and get straight back in to Citrix Cloud, as there has been some evolution in the services it provides. My professional career path has deviated from the Citrix stack (for now) but I must admit it feels good to be delving in to this again.

Not knowing the state of my lab, I have decided to build a new lab with the Citrix Cloud in Azure.

My reasons are simple – It is quick!

The purpose of this article is to provide familiarity in setting up resources accessed via the Citrix Cloud. This will be a living article and expand over time and as I learn more, so shall you.

Sign Up Process

The Citrix Cloud sign-up process is detailed here:



If you want to know more on sizing VDA resources here are some useful links:




Useful Graphs on Cost and Sizing in Azure:

Azure Lab

First, I created all that lovely stuff in Azure that is required.


- Subnets (Per machine type)

- Domain Controller (You need Kerberos authentication for your VDA’s)

- Resource Groups X 2 (Infra and MCS)

- Master VDA (2016 VDA)

- Cloud Connector



Cloud Connector Deployment

I will not go so much in to the creation of the above but will start with the Cloud Connector deployment.

Log on to your domain joined Cloud Connector machine in to the Citrix Cloud control Plane. I am using a 2016 server O/S.Browse to your Citrix Cloud URL and log in to the portal.
Navigate to Resource Locations in the Hamburger Menu (Top Left):
Click to add a 'Connector' and download.

Click on 'Run'.
Sign in to the Cloud Connector Prompt.
At this point the install will proceed installing relative components and services.
Some connectivity tests will be run.
Once you have installed your Cloud Connector you should see it in the Cloud Management Portal as Resource Location.
The orange warning above indicates that you have 1 Cloud Connector. My recommendation is N+1 at all times and that includes when Cloud connectors are updated one at a time. Cloud connector updates are managed by Citrix.

Next, we go to the familiar Citrix Studio via the Hamburger Menu:

Azure Hosting Connection

Click on the 'Manage' tab and then 'Full Configuration'.
You will now see a familiar management console. Your Resource Location is automatically added as a Zone.

More about understanding zones with CVADS can be found here:


First thing is first, you will create your hosting connection.
We are creating our Resource connection in Azure. Choose this option.
Select the Azure geographic location and your zone (Resource Location).

We will be using MCS as deployment method.
Next, obtain your Azure Subscription ID and choose an identifiable connection name.
In case you are wondering, the subscription ID can be obtained by looking at any object in Azure. As an example here is my Cloud Connector machine in Azure highlighting the 'Subscription ID'.
You will be asked for your Sign in credentials for your Azure subscription.


The connection to Azure will be authorised.
Click ‘Next’ to proceed.
The 'Region' will be the region that you want the VDA’s to be deployed in to.
Choose the subnets that you wish the virtual machines to use and the appropriate name.
Continue with install.
Confirm the settings and click finish.
Now, you will have a connection from your Citrix Cloud Service to your Azure subscription.
I like to carry out some checks at this stage. We can see our domain listed in Identity and Access Management.
Expand on the above to see the warning details.

VDA Creation

Create your VDA that you will use as a master image.

This involves installing the VDA on a virtual machine designated for this role in Azure.

Boot up your iso and go through the familiar VDA install procedure.
Choose to create an MCS Master Image.
This next step is important. Choose the Cloud Connectors, not a Delivery Controller. It is the Cloud Connectors that will relay (proxy) traffic to the Delivery Controllers in the Cloud. Traffic is outbound on 443 from the Cloud Connectors.
I have only one Connector in this scenario. That is not enough for production!
Note: If you want to choose MCSIO feature you will need the 'MCSIO driver installed on your VDA. If not, the creation of the Machine Catalog will fail. My preference with Azure is based on cost, so I have chosen not to use MCSIO. When you choose MCSIO remember that an extra disk will be created that there is an expense for. You will need to factor this in to any cost exercise.
Accept the Firewall ports to open.
Finish the Install.
Reboot machine.

I used the famously well known community tool Citrix Optimizer on my VDA as part of my VDA preparation.

Link: https://support.citrix.com/article/CTX224676
Install any applications that are required for users and shut the MASTER VDA down (Deallocated).

Once this is actioned, return back to the STUDIO console in the Citrix Cloud Plane and create a Machine Catalog.

Machine Catalog Creation

Create a Server VDA.
Choose the appropriate hosting connection.
Now, choose the VDA disk. Remember that the VDA used for the MASTER image needs to be deallocated.

Tip: I like to take my own snapshot of the Master vhd in Azure. This way I can choose an appropriate name for the vhd.

Choose the minimal functional level required.
Here is a friendly warning reminding you to deallocate the Master VDA machine.
For production you will most likely choose Premium and if you have Hybrid user rights choose this option. This will provide you with favourable reduced compute base rate costs.

Use the following tool to see what your cost saving estimations could be:


Managed and unmanaged disks are supported with Citrix Cloud and MCS in Azure. There are advantages:
  • With Azure managed disks, you pay for the entire size of the disk versus unmanaged, you pay for only the blocks that are in use.
  • Azure Managed Disks only support VMs
  • Azure Storage Explorer does not show Azure Managed Disks
  • Deploy Cloud Connectors on Azure Managed Disks.
  • Managed disks are recommended because Microsoft will automatically replicate the disks to multiple storage arrays.
  • Citrix recommends deploying the Master VM on Azure Managed Disks.
Remember, if you use the MCSIO feature an extra disk will be created. As an example if you choose the default Disk Cache size a 127gb disk will be provisioned for MCSIO. This is not free folks.

I know a good Irish man who has written an article explaining this in more depth:



Should you choose the option, remember you need the MCSIO driver installed on your VDA.
Next screen will show your Resource Group that you will deploy the VDA’s in to. A few things to note.

The Resource Group must be empty.

If you want to create more than 240 machines you will need to have more ‘empty’ Catalogs pre-created if you do not have full subscription rights. You cannot add more Resource Groups later to a Machine Catalog!

If you have full subscription rights to Azure, the Resource Groups will be created. 
Tip: Personally I like to create mine beforehand so I can provide appropriate names.
Choose the appropriate subnets that your network card for your VDA’s will use.
Choose the OU the machines will be deployed and useful Naming Scheme. 
Tip: I like the OU’s to be named after the Machine Catalog name and place the machines from each Catalog in corresponding OU.
Enter the Domain AD credentials. MCS must have permission to create the machines on your domain.
Click ‘Next’.
Review and complete.

MCS Creation Process in Azure

At this stage some funky stuff happens within Azure. The next section will describe the MCS disk creation process.

Navigating back to my Resource Group I chose to deploy my virtual machines in to, I have captured some of this MCS disk creation process. (I have not caught all steps but most to provide a picture of what is happening.)

For the initial step, we created a master VM with an associated disk. If the VM is created using unmanaged disks, the VHD will be placed in a Storage Account. If the VM is created with a managed disk, the disk will not be placed in a Storage Account.

We then start the MCS wizard which checks via Azure API that we have the necessary connectivity and capacity.

If you have full scope permissions the Resource Groups will be created as previously mentioned, if not you will have to create the Resource groups beforehand. Remember a resource group can only contain 240 VMs.

A Security Group is created to isolate the preparation VM from rest of the network. This blocks any inbound or outbound traffic to the Preparation VM during its lifetime

MCS then asks plugin to make sure service principal has access to the Azure resources. We now begin to see items start to populate in the empty Resource Group.
On next refresh I see a Preparatory VM is created.

A preparation virtual machine (VM) is created based on the original VM. As part of the process of creating a machine catalog using MCS, the contents of the shared base disk are updated and manipulated in a process referred to as Image Preparation.
A storage account is created. This is for the preperatory Identity disk. This is a temporary step.

Inside the Storage account I see the following items:

(For some reason my screen shots turned black)
Within the Citrix locks are 2 .lock files.
An identity disk is created for the preparation VM. The process involves a small “instruction” disk, which contains the steps of the image preparation to run and is attached to that VM. The preparation VM is created, and because it is deployed in Azure it will start automatically. The preparation VM is forced to stop, so changes can be made. After the preparation VM stops, the identity disk is added to the VM. The preparation VM starts with the identity disk attached and runs through the preparation sequence, this involves writing the identity to the identity disk and anonymizing the master image to be used with MCS. 

- Preparation VM started. 
- Preparation VM stops after preparation. 
- Preparation VM disk copied to new container and used as base.
The Preparatory OS disk that appears matches the size (127gb) of our O/S.
The other disk is a 1gb preparatory Identity disk.
We now see the snapshot of the Master disk appear alongside the MCS created preparation virtual machines Identity and OS (Delta) disk.
During the Preparation Identity Disk phase the following vhd is present in the storage account.
Then a prep disk snapshot disappears.

- Replicate base image to all Storage Accounts.
- Delete Preparation VM and Identity disk.
All created resources are checked before VM creation process is started.
The snapshot disk reappears with the standard base name of our master disk.
The detail of the base disk is 127 gb.
Identity, OS disk and NIC disappear but the Base Disk snapshot remains.

The final creation of the Identity and OS disk of the VM plus the Nic assignment follow.
During the start of a VM, the operating system disk is created.

The VM is subsequently created during the start operation and the VM is bound to the OS disk.

The ID disks created is associated with the VM before starting the VM.

Within the Storage Account we see the virtual machine’s identity disk. This is temporary creation step, as I do not see this later.
The objects below are shown when the process is complete.
One thing has surprised me and that is the creation of the storage account, even when creating managed disks. This appears to be for the identity disk creation process (Instruction Disk) in both preparatory and vm creation phases.

The storage account is also present after the whole vm creation process, all but empty.

A Machine Catalog that has deployed machines of ‘type’ in to the Azure subscription via the Azure API will now be present in the Citrix Studio console for the CVADS.

The warning I see in the next screen shot is just notifying me, that I do not have the appropriate RDS licensing. Citrix allows this warning to be removed, if you wish. It is always great to see your RDS license issues highlighted, rather than wonder why your applications are not launching!

Delivery Group Creation

Heading back to the familiar Studio Console, the next step is to create a Delivery Group and assign this to the Machine Catalog. This step is necessary to provide the users the ability to access desktops and apps provided by the VDA’s in the Catalog.

Again you should be familiar with the process of Delivery Group creation but let’s highlight the steps anyway.
Select the Catalog.
Assign the appropriate user access.

There are options to use the familiar method of user assignment at this stage or, you could leave user management to the Citrix Cloud. This option makes use of the Library, which we will come to later.
Next, it is all about the apps and desktops you wish to publish to your user base.

Detect applications via the start menu or have the option to browse to specific locations.

Tip: At this point a VDA machine is started in order to read the start menu programs. This takes some time. You could manually start your VDA in advance.

The machine will turn on and go in a creating state in your Azure subscription when this happens.
Eventually, the applications will appear.
Choose your applications and then assign a desktop.
Complete the Delivery Group Assignment process specifying group name and display name.

Click Finish.
We now have published App and Desktop resources for our user base.

Secure Browser

It is a good idea to publish a Secure Browser to your end-user base for the primary reason to redirect risky internet browsing activity to an isolated, cloud-hosted browser. This is a client-less configuration.
The spiel from Citrix is here:
Citrix Secure Browser completely redirects internet browsing activities to a cloud-hosted web browser, adding layers of security. Now all your user’s risky internet browsing actions are separated from the corporate network.  Citrix Secure Browser is designed to enable users to traverse the internet; however, only screen updates, mouse click and keystroke commands associated with navigating the internet cross the network to reach the user’s endpoint device on the corporate, greatly reducing the risk of data exposure or exfiltration. No website data or information resides on the user device or in the local browser cache, and nothing is left behind when the network connection is terminated, aiding security and compliance.

The configuration is straight forward.

Click on 'Manage'.
Then, go through initial configuration steps that will take you through a publish, test and distribute procedure.


Two options:

- External Unauthenticated

- External Authenticated

An Unauthenticated Secure Browser can be used by anyone if they have the URL to launch it.  Unauthorised Secure Browser instances are not managed in the Library. We want our resources to be controlled by Library so will choose the 2nd option.
Next, you can choose the name, browser opening page, region and icon.
Then, we will assign our users via the Library (More on this later).

Click on the Library link.
Click on the 3 dots…
Choose your subscribers.
Once chosen, click the 'X' ICON at top right.
We can see the resource has subscribers (Users).
The Secure Browser also allows the ability to place some restrictions to the service which are self-explanatory.
Secure Browser also provides the ability to control access to URL content.
A test URL link is provided so you can see the experience first-hand.
Upon launch the browser opens a secure connection to our chosen web page URL.
I tested watching a new movie trailer. To be fair, the video playback was impressive.
I am also able to track the usage of the Secure Browser Service.
This is an effective secure way to provision a browser to your end users. Once accessing the published resources, the browser will appear as an application. The option to publish this browser to users via the Library or provide them a URL they can access can be granted by the Citrix Cloud Administrator.


As we have just touched upon this concept let’s provide some context.

All resources that you provide users with, are shown in this Library portal. You can assign user/groups to published resources. The below screenshot shows a published Secure Browser (More on this later), Desktop and applications that my user base can access. The Cloud Connector is communicating with the Active Directory and can browse and assign specific users/groups.

The option to ‘Leave user management to Citrix Cloud’ in the Delivery Group Wizard lets you assign the relative access within the Library.


Peeking within the Zones node I see my Cloud Connector, Hosting Connection, Machine Catalog and User Group. In a multi-site scenario (Again, more on this in a later blog) my user (in this example) will connect to VDA resources in the Azure location.

Workspace Portal and 2FA

There must be a way to connect to the resources we have published at this point.

Welcome to the Workspace. The URL users connect to that is customisable and the same can be said of the portal look and feel. This is somewhat limited currently. The great thing about this is you have one less secure certificate to worry about.
With Citrix Cloud Workspace you  can also choose to leverage the Gateway Service with multiple points of presence over the globe backed with a Cedexis backbone that will find the best routable access for your users.

Traffic Flow of VDA and Gateway Service is explained in the following article:


You can read more about Cedexis and Intelligent Traffic Management here:
The very complicated configuration is shown below 😉
Workspace will allow you to configure Authentication methods. We now have Active Directory + Token giving the ability of Two Factor using applications such as Google Authenticator. This feature is termed as Active Directory + Time Based One Time Password.

First you must enable this Authentication method in Identity and Access Management (in Citrix Cloud management portal) then, you assign it to the Workspace as an authentication method.

I have tested this authentication and it is simple and effective. This is a great move and pretty slick! One more reason to go to Citrix Cloud!
The screen below shows the Authentication access I have for my user after enabling 2FA in the Citrix Cloud.

First step, if not done so before would be to click on the ‘Don’t have a token?’ link.
Input Domain/username details and click next.
If you come across the error in the next screen shot, you must input an email address within the AD user account.
I populated my user1 email address. Provide the relevant information for your user.
This allows you to progress and an email will be sent out to complete device registration.

The example shows an email sent to my Gmail account.
Within the email body you will see something like the following:
Take the code provided so it can be added to the ‘Verification Code’ option along with your user password.

Click ‘Next’.
Next, you are presented with a barcode that your mobile phone can scan using an application like Google Authenticator.

Once this is done, I will be authenticated securely and have access to my applications, desktops, secure browsers.


I hope this article is useful and highlights the way you can effectively use Citrix Cloud Virtual Apps and Desktops Service using an Azure Resource Location along with Secure Two Factor Authentication to gain access to your Apps, Desktops and Secure Browser. With the introduction of additional security features and Cedexis (ITM), an improved Gateway Service and traffic Flow. I can easily see reasons why Enterprises should start the adoption of Citrix Cloud. It is a complete no brainer in a Multi-Site scenario and I will have more to say on this in my next blog.
For now, it is time to log off.

Errors Encountered on the Journey

Error 1

Encountered when I was unable to remove an old Delivery Group from Citrix Cloud Studio.

Error 2

Encountered when I installed the Cloud Connector Software without Administrative rights.

Error 3

Encountered when using _ character in naming scheme for VDA.

Error 4

Encountered when carrying out MCS catalog provisioning. My Azure based subscription did not have enough cores. https://docs.microsoft.com/en-us/azure/azure-subscription-service-limits

Error 5

Encountered when trying to provision a catalog using MCSIO without appropriate MCSIO driver being present on VDA. https://www.jgspiers.com/citrix-fixes-machine-creation-services/

Error 6

Encountered due to mismatch with Subnet between Domain Controller and VDA.

Error 7

Encountered due to Domain Firewall being on and partly due to the subnet mismatch in previous.


Citrix Cloud – Part 5

This article will discuss the smart tool known as Smart Migrate.

We have already covered Smart Check and Smart Scale in previous articles so now it is time to talk about this tool which helps with your Xenapp 6.x to 7.x migrations.

Log in to the Citrix Cloud and let’s go through the purple window (Influenced there by a historical children’s program)

Once you click on Smart Migrate you can see or add additional projects.

If we click Add Project we can get started creating the migration.

Name your project.

We will chose the Fully Automated option.

Next you get clear instruction of the steps involved in order to carry out a successful migration.

Once you have digested the above click Next.

Now we are going to connect our Xenapp 7.x delivery Controller to the Workspace Cloud/Citrix Cloud.

We are unable to see our Delivery Controller so we need to download an agent.

The screenshot below highlights yet again clear instruction on how to do this.

Once the above is carried out you should be able to highlight your controller.

Once again if you do not see your XA6.x controller carry out the agent install on your XA6.x controller.

You can now choose the XA6.x controller and put in your Administrative Farm credentials.


Once you have agents installed on your XA6.x Controller we can start the Farm analysis.

At this point Smart Migrate will collect all data about your applications and their properties as well as any policies in your environment.


I came across an issue where my analysis of my XA6.x Farm would fail.

The Smart Migrate tool will provide you with logs so you are able to analyze the reason for failure.

In my case I had an invalid server entry with an application.

You can selectively choose the servers and the applications published to them that you wish to migrate to the Xenapp 7.x environment. You are also able to do this with policies when choosing the analyzed policies tab.

In order to fix this issue you have to look at using the Dscheck utility within an elevated cmd prompt in your XA6.x Farm.

To check any invalid entries in my Xenapp 6.x database:

Dscheck /full apps < c:\apps\apps.txt

I investigated the .txt file and I then ran the following to clean the apps.

DSCHECK /full apps /clean

This allowed Smart Tools to complete the analysis.

Proceeding on you should now see your XA6.x Farm data for apps and policies.

Once you have chosen your desired apps/policies you can Proceed to Migration.

You are also able to create a new Delivery Group within the XA7.x environment or choose an existing one to migrate the settings in to.


My migration failed and the following error was seen.

The fix for the above was the following:

The Citrix Common Commands is from the XenApp 6.5 SDK which was removed from 7.13, but can be re-installed by downloading and installing the 6.5 SDK.

In my case I downloaded the following to the XA7.x controller:

Once this was done I could successfully continue and migrate my applications from XA6.x to XA7.x using Smart Tools.

Take my word for it the apps and policies migrated in to the chosen delivery groups and icons, users were all correct. No need to faff around with permissions.

Nice and easy and you will agree saves a lot of time.

Please read about Smart Scale and Smart Check here:




Citrix Cloud – Part 4

Smart Scale

This post will discuss one of the Smart Tools available with Citrix Cloud called Smart Scale.

Basically, the tool allows you to connect to your site via an agent that you download on your controllers and provide an overview of your delivery groups and machines.

The screen shot below shows my site already added along with others.

Agent Install

Clicking Add Site will prompt you to download an agent with clear instruction.

Once you have installed the agent (nothing complex – just next, next) you will see your site and can enter it by clicking View Site.

Drilling in to Site Details

Within the next screen, you will see the below tabs.

You will also see a variety of graphs.

Estimated Savings

Capacity Utilization

Machines (On)

Machines in Maintenance Mode

Sessions (Capacity)

Load Index

You can drill further into the graphs and view sessions and get an idea of when they launched and finished.

In the graph below, we can see that one machine is switched on in the delivery group but we did have two. Around 5.40 the machine went down.

This can be explained in my case by the next rather cool feature of Smart Scale and that is controlling how many Xenapp machines you want on during certain time frames.

Clicking the configure tab shown here you can manage this.


Schedules and Capacity Management

The following screen shows that I can control session count on my servers.

We can also control schedule based scaling!

Clicking the Create New tab

….. we are presented with this screen.

We have a variety of options to configure such as the minimum number of machines you wish to keep alive.

We also can create a custom time schedule for our machines in the delivery group.

Once you have created your schedule by clicking Create it will be listed under the Schedules title.

We can create multiple schedules that will control how many machines are up.

Heading back to the initial Smart Scale page for your site, you can see under Machine Activity events such as Smart Scale bringing down the servers due to a preconfigured Schedule I had.

This is verified by looking in my Studio console on my Delivery Controller.


The Events tab is self-explanatory

Site Details gives me an overview of my Delivery Controllers and Delivery Groups. In my case I know one Delivery Controller is switched off and I have not enabled Smart Scale for the other Delivery Group in the screen shot. You are also able to Sync Site Data.

Enabling Smart Scale

To enable Smart Scale this is done at a Delivery Group level.


The beauty of Smart Scale is you can control multiple sites from any location with internet access.

I can log on to my Citrix Cloud and check how many servers are up, if any machines are in maintenance mode and what my current site configuration is looking like. I can change my Server load easily by changing schedules and capacity management.

I feel this tool is only going to get better and more advanced over time.

The Smart Tools Suite allows you as the Citrix Partner to keep a close eye on your customer environments and provide that proactive touch. In my role as a Citrix Support Consultant it is a welcome addition to my ever growing arsenal of tools.

Citrix Cloud – Part 3

Smart Checks

Smart Check is basically a mechanism to run periodic health checks in your site.

Citrix Partners can utilize scheduled checks to confirm Site Health.

It is part of the Smart Tools suite of products within the Citrix Cloud Services.

This article will only highlight screen shots rather than descriptive actions as this feature is still in preview mode and is subject to change.

What I want you to take away is the proactive ability this provides for your customers.

The screen shot below already has multiple sites added that are running Health Checks.

To link your site to Smart Tools you are required to download agent and run this on your Delivery Controller.

When you enter the Smart Check feature you are prompted to download the agent.


Once the agent is saved you should copy it and run it on your Delivery Controller.

Now click Next.

You can see in the screen shot below instructions on installing the agent. At this point you run the agent you just downloaded.

On the Controller run the agent:

Accept the terms and run through the setup.

Click Finish.

The Smart Tools agent set up is basically a next, next install on the delivery controller.

Once installed this will be detected and you can click next within the cloud portal.

Add your administrative site credentials.


Now you should see your site linked to the Smart Check utility.

Click the Get Started tab.

After clicking Get Started the site details are being uploaded.


Details about your site start appearing.

Once everything is uploaded you get some pretty good problem reporting on your site.


Navigating within your Smart Check site you can view health of your Delivery Controllers.

You can schedule a health check daily, weekly etc.

The screen shots below highlight some of the options.

You can set daily, weekly tasks and specific times to kick off the checks.


You can choose a Health report or site details.


We can drill down further into the sections for more information.

The next few screen shots show you information on services, controller availability and delivery groups.

Here I can see problematic services.

Smart Check is a pretty impressive addition to the Smart Tools suite and allows Citrix Partners to provide proactive rather than reactive measures to the Citrix environment.

If you want to know more about the Citrix Cloud I hope the articles so far have been informative and if you need help with transitioning and managing your Citrix environment to the Cloud I do have a Citrix Partner in mind who could help you 😉

Please check out my Citrix Cloud – Part 4 Post on Smart Scale (http://wp.me/p8leEE-89)

Citrix Cloud – Part 2

In part 1 (http://wp.me/p8leEE-6d) we showed how easy it is to set up an on-premise environment to the Citrix Cloud.

In this part, we will show you how to manage your users and images using the Citrix Cloud Xenapp and Xendesktop Service Management. I think you will find it somewhat familiar.

A few of the screenshots already have infrastructure applied so we are adding additional Catalog and Delivery Groups.
Navigate to the Xenapp and Xendesktop Service within the Citrix Cloud subscription.

Click on Manage and Service Creation.

Look familiar?

Now the first thing we should do is create a zone and add your hosting infrastructure to the Cloud environment.

Create a zone and add your connector within the zone.

Next we need to add the hosting infrastructure.

In my example I have added my local Xenserver Resources.

I am choosing local Xenserver storage.

Next screen you choose the network resources you are connecting to.

Click Finish.

My CitXen environment is now shown in the Studio console.

Machine Catalog
Next we need to create a Machine Catalog.

In my example I am choosing a Xenapp O/S deployment.

I have chosen the deployment method as MCS and my resources will be allocated to the CitXen Zone.

I have chosen my MCS snapshot image with my apps installed and selected the  minimum functional level.

I am deploying out one machine from this image.

Next I choose the domain and active directory OU location for my computer accounts.


I then choose the naming scheme for the machines I am deploying: CWCXA##

Input your administrative credentials.

Choose Machine Catalog Name and description

Click Finish

I can see my machine being provisioned via MCS on to my local Xenserver host.

My Machine Catalog is now visible in the console.

Next we need to create a Delivery group to assign users to this Catalog.
Delivery Group

I have chosen the Machine Catalog just created.

NOTE: This next screen shot is only an option in Cloud deployments.

The option I have chosen here lets Citrix Cloud manage my Workspace's.

“Leave user management to Citrix Cloud”

Workspace's are now known as Library’s.

A library is an offering that you can assign to users. (My delivery group will be offered up as a resource for users to use)

Continue through Delivery Group wizard and finish the Delivery Group and navigate to the Library node.
Library Offerings

You can now see your Offerings in the library (Basically your Delivery Groups with no assigned users…yet!)

Click on the 3 dot dial button and then Manage Subscribers.

Here you can choose the users who will have access to your delivery group resource.

Choose your domain and users to add.

Domain users is already added in my example.

Now you can see a number next to the Delivery Group offering indicating AD membership has been added.

Once you have added your resources to the cloud, created your Machine Catalog, created your Delivery Group offerings you can now get your apps and desktops.

Click the Xenapp and Xendesktop Service –

Navigate to the Manage tab and choose Service Delivery.

It is here you can see the URL for connectivity.

In my example we have Storefront and Netscaler Gateway services in the cloud.

I will explain in a later blog why I prefer the on premise Storefront and Netscaler.

Briefly the reason why is because features like two factor authentication and any other ADC feature other than Gateway is not available in the Citrix Cloud.

You also need to think about having Storefront within the resource location for connectivity to the environment if your ISP provider decides not to play nice one day.

Use the URL to access the environment (internal/External).

Log in and reap the rewards of a wonderful, Simple Cloud solution.


My desktop launches with all my applied GPO policies, UPM profile best practices, mapped drives and custom settings.

GPO User restrictions shown limiting control panel visibility.

My active session can be viewed and managed in the Citrix Cloud Xenapp and Xendesktop Service.

Here you can see the initial logon time and subsequent logon time.
So, the familiar management and ease of installation so far allow you as an administrator to really concentrate on your customer’s needs, apply best practices and effectively proactively maintain and manage the solution.

In part 3 (http://wp.me/p8leEE-7B) we will look at one of the Smart Tools called Smart Check.

Citrix Cloud – Part 1


So, you have heard by now the term Cloud. If you have not your head must be up in one.

So, Citrix Cloud, what is it all about? There are plenty of articles and videos explaining this.


http://docs.citrix.com/en-us/citrix-cloud/overview/about.html or check out - https://www.citrix.com/products/citrix-cloud/ for more information.
What I will do is list some, not all advantages of Citrix Cloud and then get right into a superb offering (Xenapp and Xendesktop Service) by those women and men at Citrix and show the simplicity of migrating to the cloud.

Reduced costs and footprint

No SQL server or licensing cost

Costs of running servers reduced

Power costs reduced

More Floor space

More Storage space

IT Operations simplified

Less network and storage infrastructure required

Server procurement

Always on latest technology

Automatic upgrades

Select services

Easily grow consumption

Easily decrease consumption

Most up to date technology

Familiar administration

Smart Tools

Ongoing health checks
Now you have considered the advantages and watched the videos and read the links above, I will show you the simplicity of transitioning your local site in to the cloud.

This is the first of many articles I will write on the Cloud.

Part 1 - Hooking up to the Citrix Cloud

Part 2 – Managing the Xenapp and Xendesktop Service

Part 3 – Smart Check

Part 4 – Smart Scale

Part 1 -Hooking up to the Cloud

Once you have your cloud subscription details -


and you have logged in you should create a resource Location.


Now download software called a connector. It does what it says on the tin. Connects your environment (Resource location) to the Citrix Cloud.
Connector Installs
You should connect to the Citrix Cloud on a 2012r2 machine minimum that you have designated for this role. The machine should have TCP 443 outbound access and internet connectivity.

Within your Resource location navigate to download your Connector software.

Save the file and run.

Once install procedure begins you will be asked to sign in to your Citrix Cloud using credentials.

The connector will continue with the install.
From here you can choose the subscription that you have set up.

NOTE (Partners can manage multiple subscriptions).

The connector will continue with the install.

All being well your connectivity tests should prove successful.


Do a refresh and you should now see your site in your resource location within Citrix Cloud.

You can now check within Identity and Access Management if your domain is present.

I can now see my domain as a resource within the Citrix Cloud.

If you head back to your resource location (click tab in left corner next to the words “Citrix Cloud” and choose Resource Locations), Citrix kindly reminds you of some best practice.

You should proceed with the second connector install on a second machine designated for the role!

Once you have done this your environment is connected to the citrix cloud.
What does this mean?

Well now you have SQL, Delivery Controllers, Studio, Director, Licensing, Provisioning capability moved off your site to the Citrix Cloud with minimal effort.

Yes, there is an immediate reduced footprint in your resource location.

Your AD environment is now accessible so the fun stuff of managing, maintaining and provisioning workloads can begin!

In part 2 (http://wp.me/p8leEE-6z) I will move on to managing the Xenapp and Xendesktop Service.