White Paper

Technical Guide to
Upgrading or Migrating to
Citrix Presentation Server
Feature Pack 1
With the introduction of Presentation Server 4.5 Platinum Edition,
and more recently Feature Pack 1, many new capabilities have
been added to the core functionality of the product. This
document covers design considerations, product capabilities,
and installation steps, and serves as a technical guide for
administrators and Citrix partners.
Author: Jo Harder, Senior Architect Citrix Systems, Inc.

Notice
The information in this publication is subject to change without notice.
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The exclusive warranty for Citrix products, if any, is stated in the product documentation
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Copyright 2007 Citrix Systems, Inc.

Version History
Jo Harder

2007.09

Original Version

September 2007

Table of Contents
Overview

Maximizing Success

Avoiding Pitfalls During Transition..................................................................................................... 5

Tips for Successful Upgrades and Migrations .................................................................................. 7

Presentation Server 4.5 and Feature Pack 1 Overview

Presentation Server 4.5 Key Features .............................................................................................. 9

Feature Pack 1 Enhancements

10

Presentation Server Upgrade/Migration

11

Upgrade vs. Migration.................................................................................................................... 11

Upgrade and Migration Scenarios .................................................................................................. 11
Licensing and Client Decisions....................................................................................................... 12
Farm and Server Decisions ............................................................................................................ 13
Peripheral component decisions .................................................................................................... 15
Other Configuration Options .......................................................................................................... 16

Mixed Implementation Considerations

17

Multiple Versions............................................................................................................................ 17
Both 32-Bit and 64-Bit Processor Types........................................................................................ 18
Multiple License Types................................................................................................................... 19

Additional Platinum Edition Considerations

20

Basic Components ........................................................................................................................ 20

Platinum Components ................................................................................................................... 20
Platinum Requirements .................................................................................................................. 21

Appendix: Installation Steps

22

General Recommendations............................................................................................................ 22
Upgrading from Presentation Server 4.5 to
Presentation Server 4.5 Platinum Edition with Feature Pack 1 ........................................................ 22
Upgrading from Presentation Server 3.0 or 4.0 to
Presentation Server 4.5 Platinum Edition Feature Pack 1 ............................................................... 23
Migrating from any version to
Presentation Server 4.5 Platinum Edition Feature Pack 1 ............................................................... 23

Overview
With the introduction of Citrix Presentation Server 4.5 Platinum Edition, and more recently Feature
Pack 1, many new capabilities have been added to the core functionality. This document covers
design considerations, product capabilities, and installation steps, and serves as a technical guide for
Presentation Server architects and administrators. It is also for Citrix partners helping customers with
these processes, and it provides information related to upgrading or migrating to this new version.
To facilitate upgrading or migration to Presentation Server 4.5 Feature Pack 1, this document is
divided into the following sections:
Maximizing Success avoiding pitfalls, and tips for successful upgrades and
migrations
Presentation Server 4.5 and Feature Pack 1 Overview new capabilities and
functionality available in this version
Presentation Server Upgrade/Migration three common scenarios and the
recommended decisions associated with each
Mixed Implementation Considerations Presentation Server environments that
comprise multiple versions, as well as 32-bit vs. 64-bit considerations
Additional Platinum Edition Considerations recommendations and requirements
for Platinum Edition components
Installation Steps step-by-step instructions for upgrading or migrating to
Presentation Server 4.5 Feature Pack 1.

Administrators and System Architects should take special note of the recommendations and
requirements in this document. Recommendations should be considered within the context of the
environment, and deviations should occur only as necessary. Requirements, on the other hand, are
explicitly stated and are deemed necessary for functionality.

Maximizing Success
Careful planning is required to maximize success of an upgrade or migration to Presentation Server
4.5. Administrators should ensure that the Presentation Server environment is available and stable
throughout the transition, particularly in server farms that are large or host mission-critical applications

Avoiding Pitfalls During Transition

Lack of planning is the most common pitfall associated with upgrading or migrating to a new version
of Presentation Server. Key areas related to successful planning are focused on four steps: defining
requirements, the document design, testing, and implementation plan.

1. Define requirements
The first step is to identify and confirm business, technical, and user requirements. Business
requirements may include cost of ownership and personnel requirements, for example. Technical
requirements include existing infrastructure and technical complexity. User requirements include passthrough authentication and ease of access.
Defining requirements first, to address the needs of business, technical, and user audiences, will
ensure widespread acceptance of the new Presentation Server environment.

2. Documented design
The design document is a blueprint for the new environment, much like a blueprint for a building. It
incorporates new features and major changes that will impact the server farm.
A detailed design document should be created whether upgrading or migrating. The design document
incorporates the design decisions associated with each component and functional area, including:
Overall architecture
License server
Data store
Presentation Server farm/server configuration
User interface and access
Application delivery
Operating system
Profiles and policies
Network
Although it takes extra time to create a design document, administrators find it a helpful repository to
incorporate present and future goals of the environment. Typically, the time, effort, and expense
associated with creating a documented design avoids the time otherwise wasted by having to correct
multiple issues and oversights. By learning the limitations and requirements of the current
environment, raising design concerns that may impede success, and planning for growth
requirements, most organizations find that investing in a carefully planned design can positively impact
the bottom line through the time and cost savings brought about by preventing errors. Bypassing the
design process may result in compromised environmental stability and may require additional work to
address unplanned issues.
If an organization cannot undertake a design on its own due to time or resource constraints, external
consultants can often provide expertise and a more objective viewpoint. Citrix Consulting or Citrix
partners can be engaged for this work.

3. Testing
Testing is required before implementation to ensure that the proposed design will function correctly.
For example, if an application does not function on Windows Server 2003, this should be ascertained
during the Proof of Concept phase.
Testing within a production environment often leads to functionality issues that impact users. A smallscale, production-like test farm segregated from the production farm should be permanently
designated for ongoing testing.
Testing should be based on application functionality, performance, and user acceptance. Tools such
as Citrix EdgeSight for Load Testing can be used for scalability testing to estimate reliably the number
of servers that will be required. This requires production-grade server hardware and a laboratory
environment.
To be effective, the scenarios tested including results must be documented well. This prevents
administrators from testing similar or previous scenarios, and provides a firm basis for determining the
best solution.

4. Implementation plan
Most IT projects incorporate detailed project plans, and transitioning to a new version of Presentation
Server should be no exception. Based on the design document, a project plan based on timelines,
resources, and dependencies needs to be created.
The implementation plan should include the following:
Server build process
Configuration of settings
Application installation
Help desk training
User training
Staged rollout (if applicable)
Rollback
Citrix has found that successful upgrades and migrations generally follow each of these steps. Fewer
technical, business, and user issues, a stable environment, and high user acceptance of the solution
are the beneficial characteristics of successful implementations.
The Citrix Certified Integration Architect courseware and examination track provides more information
on Presentation Server analysis, design, and implementation. These courses provide step-by-step
information on completing each of these phases.

Tips for Successful Upgrades and Migrations

Citrix Consulting has worked with thousands of customers to design new Presentation Server
environments and assist with transition planning. The following recommended practices will prove
helpful:

Automated server build

Having a repeatable way to build or rebuild Presentation Servers saves time and resources. Having a
mechanism to complete a server build quickly and easily is essential, because it may be required at an
inconvenient time, perhaps when administrators need to attend to other emergencies. Ensuring server
consistency also minimizes troubleshooting efforts.
Citrix Production Services is the team responsible for the internal deployment of Presentation Server
within Citrix. This group maintains a pristine server build process and is able to migrate to a new server
farm based on several zones within data centers around the world in a matter of a few hours. Citrix
Production Services migrates the internal server farm based on various iterations of Presentation
Server at least twice each year. Its fully automated server build process is a key reason for this level of
agility. Also, instead of spending a significant amount of time troubleshooting a single server that has
unique issues, that server can be rebuilt.

Ardence
The Ardence Software-Streaming Platform increases IT agility by delivering operating systems and
applications on demand from the network to desktops, servers and devices. Incorporating Ardence
technology allows administrators to deploy Presentation Servers quickly and easily.
While Fast Ethernet connections provide adequate network connectivity for the virtual disks to build
and boot well, Gigabit Ethernet is recommended for large server farms. When using Ardence to deploy
multiple Presentation Servers, multicasting should be enabled.
More information regarding Ardence is available at http://www.citrix.com.

Licensing
Current and planned licensing requirements should be reviewed well in advance of implementation.
This includes Citrix licensing as well as Microsoft Windows Server, Terminal Services, and application
licensing. The Licensing section provides more information.

New functionality
When planning an upgrade or migration, consider the new features available in Presentation Server
and how the functionality should be incorporated into the server farm. For example, if custom coding
previously was used within Web Interface to address client detection, the continued need for that
code should be reviewed in light of new Web Interface 4.6 functionality.

System monitoring
To understand the health of the system, one or more monitoring tools should be incorporated into the
new environment, with customization to provide alerts based on metrics associated with hardware,
software, and usage requirements. For example, out-of-the-box metrics provided by Resource
Manager rarely address all monitoring needs of an organization and should be customized to provide
pertinent alerts.
In a newly upgraded or deployed server farm, system monitoring is critical to understand system
performance. As an example, if an administrator performed scalability testing, which led to the
expectation that each server could adequately support 100 user sessions, but then discovers that
each server only can support 80 user sessions, system monitoring tools could point to potential issues
associated with server resources, server backend limitations, user behavior, or other factors.
With the Enterprise edition of Presentation Server, administrators can use Resource Manager and
Health Monitoring and Recovery for monitoring the environment. Where the Platinum edition has been
7

deployed, these tools, as well as EdgeSight for Presentation Server, are available. Alternatively, thirdparty tools can be used.

Presentation Server component allocation

Depending on the size of the server farm, Presentation Server components may or may not be shared
among servers. While it is preferable to segregate each component, business requirements support
this only in large and enterprise server farms.
For environments where functionalities must be combined, Citrix recommends the following:

Figure 1 - Presentation Server component distribution as farm grows in size

In the small environment (which would typically consist of only a few Presentation Servers) all
administrative functionality is generally housed on a single server. As the farm grows in size,
functionality is spread amongst multiple servers, as shown above.

Presentation Server 4.5 and Feature Pack 1 Overview

This section reviews the most significant features of Presentation Server 4.5, including Feature Pack 1,
as well as potential use cases.

Presentation Server 4.5 Key Features

Presentation Server 4.5, released in March 2007, provides an end-to-end Windows application
delivery system, extending the functionality of Presentation Server significantly. The key new features
include:
Feature

Description

Sample use case

Application
Streaming

Application Streaming is based on delivering an

application to Windows desktops or Presentation
Servers, on demand. Applications are isolated to
eliminate the potential for conflicts.

Field service engineers need to

access applications on their
Windows laptops even when
network connectivity is
unavailable.

Health
Assistant

With Health Monitoring and Recovery, tests can

be configured to run on the servers in a server
farm to monitor their state and discover health
risks. Citrix provides a standard set of tests, and
additional tests can be developed by means of
the associated SDK.

Users are sometimes unable to

connect to applications and the
administrator wants to ascertain
whether there is a problem with
session initialization.

SpeedScreen
Progressive
Display

For graphical applications, a greater than normal

compression level increases the speed of the
initial display of an image file. This initial display is
then sharpened to normal quality in the
background if the image is not immediately
changed or overwritten by the application.

An administrator wants to
improve the user experience of
highly graphical applications
such as PACS or CAD.

Configuration
Logging

Configuration Logging is a tool that tracks

administrative changes made to the server farm
and stores the data in a SQL Server or Oracle
database. Using the Access Management
Console, reports can be generated to determine
what changes were made when and by which
administrator(s).

Multiple administrators support

the Presentation Server
environment, and the IT
Director wants to track who
made what changes.

Trusted
Server

The Trusted Server capability identifies and

enforces the Presentation Servers to which
clients can connect. This is done by means of
the icaclient.adm, a Citrix-provided ADM
template.

A bank needs to ensure that

users can only connect to the
production farm.

A complete list of the new features available in Presentation Server 4.5 is shown at
http://www.citrix.com/presentationserver/whatsnew.

Feature Pack 1 Enhancements

Feature Pack 1, released in September 2007, includes a number of new capabilities that extend the
functionality of Presentation Server 4.5 further. Key components of Feature Pack 1 include:

10

Feature

Description

Sample use case

Hotfix Rollup
Pack 1

Consolidation of hotfixes that should be applied to

Presentation Server 4.5. There are separate
installer files for 32-bit and 64-bit servers.

Instead of applying individual

hotfixes, an administrator
applies the Hotfix Rollup Pack.

SmartAuditor

A Platinum-only feature that enables Presentation

Server sessions to be recorded for archiving and
playback. Hotfix Rollup Pack 1 (HRP1) is required.

Bank call center agent

sessions are recorded to
ensure that users are
accessing and using customer
information properly.

EasyCall

Users can make phone calls through the

enterprise telephone system easily by clicking an
on-screen phone number. Platinum or standalone
license is required.

A multinational corporation
wants all telephone calls to be
routed through corporate
telephone system to save on
toll calls.

Platinum
Licensing

Rather than having multiple individual product

licenses, the new Platinum licensing model
enables users to access a single license for all
Platinum features. (Access Gateway appliance not
included.)

An administrator wants to
simplify licensing
administration and
maintenance.

Streaming
Client and
Profiler 1.1

These updated components enable profiling of

large applications and improve user
responsiveness. Streaming Client 1.1 and HRP1 is
required for Enterprise and Platinum shared
license consumption for streamed user sessions.

A corporation rolls out

Microsoft Office 2007 as a
streamed application to user
desktops in the most efficient
manner.

Web
Interface 4.6

The latest generation of Web Interface, which

supports enhanced client detection, Program
Neighborhood Agent password changes, and
Access Gateway Enterprise Edition integration.

Users are required to change

expired passwords from within
Program Neighborhood Agent.

Web
Interface for
SharePoint
2007

By integrating Web Interface into SharePoint

2007, users are presented with applications,
eliminating the need for a separate Web Interface
site.

SharePoint 2007-based
company Intranet site
incorporates Presentation
Server application icons.

Password
Manager 4.6

Support for Microsoft Vista and multi-domain

implementations are available with this new
version.

Vista-based workstations can

use Password Manager to
supply password credentials
to applications.

Presentation
Server
Enhancements

Additional enhancements including:

SecureICA for x64
32-bit icon color support
Six new Health Monitoring tests
Windows Mobile 5/ActiveSync support
Improved multi-monitor support
Document center moved online
Management Pack for Microsoft System
Center Operations Manager 2007 (formerly
Microsoft Operations Manager)
Updated SDKs

Administrator needs to
implement SecureICA for all
user connections in a server
farm that is based on both 32bit and 64-bit servers.

Presentation Server Upgrade/Migration

This section discusses upgrade and migration in depth, as well as three customer scenarios and the
associated considerations and recommendations.

Upgrade vs. Migration

These terms are summarized below:
Server Upgrade install a new version of Presentation Server over an existing
version of Presentation Server
Server Migration a completely new installation of Presentation Server
Farm Upgrade existing farm and data store maintained;
based on upgrade of at least one server
Farm Migration creation of new farm and data store;
based on installation of at least first new server

The upgrade of any server in a server farm, regardless of zone designation, upgrades the entire farm
and places the server farm into mixed mode. For example, if a pilot zone is used for pre-production
testing and a server in this zone is upgraded, the server farm is now running in mixed mode.
Unexpected issues may arise. Citrix strongly recommends that all testing is done in a segregated farm
to avoid impacting production users.

Upgrade and Migration Scenarios

With the release of Presentation Server 4.5, the decisions associated with customer design projects
have become more complex. The design project will most commonly take the form of one of the
following scenarios (in each of which it is assumed that the customer has the proper licensing):
Customer wants to deploy Presentation
P resentation S erver 4.0 with maximum readiness for
Version 4.5.
4.5. In this case, the customer wants to upgrade or migrate to Presentation
Server 4.0, yet have all peripheral components based on the latest version, to
facilitate a near-term server upgrade to Presentation Server 4.5.
Customer wants to upgrade Presentation Server 3.0 or 4.0 farm to Presentation
Server 4.5 Feature Pack 1, based on server upgrade or
or server migration. In this
case, the customer wants to maintain the existing data store and server farm
configuration. This type of deployment can be based on either of the following:
o Farm upgrade b ased on server upgrade
upgrade.. Install a new version of
Presentation Server over an existing version on at least one server within the
current server farm.
o Farm upgrade b
based
ased on server migration . Install a new version of
Presentation Server on a clean server build and join the existing farm. This
applies to all but the first server that initiated the upgrade.
Customer wants to migrate to
t o Presentation Server 4.5 Feature Pack 1. In this
case, the farm migration is based on a completely new installation of Presentation
Server that initiates a new data store and server farm.

Where possible, Citrix recommends the farm migration approach. This can be used as an opportunity
for a clean, new implementation. Well-planned and thoroughly documented migrations avoid previous
issues being carried forward.

11

When a farm migration is chosen, Web Interface can be effective in bridging the new farm and the old
farm so that the transition is seamless to users. Either of the following approaches can be considered:
Migrate entire application silos during a single outage window
Migrate users based on groups, such as business units, to the new farm. To
accomplish this, create Active Directory groups for the published resources within the
new farm, and control user membership to these groups.
If the administrator performing the Presentation Server implementation has scripting skills, the Citrix
SDKs can be used effectively to export farm settings and import them into the new farm. For example,
Citrix supports the FarmAppUtil tool (CTX107934) to export published application settings for
importing into the new farm. The design team should analyze whether the settings should be carried
forward and assess the value of time investment for scripting any changes versus configuring new
settings.
In the subsections below, common design decisions are explored, as well as options and general
recommendations. Your specific decisions may vary from general recommendations, based on the
Presentation Server environment and requirements.

Licensing and Client Decisions

The following licensing and client decisions are recommended or required as part of the upgrade or
migration process in accordance with the three scenarios described above:

12

Item/scenario

Design CPS 4.0 farm

with maximum readiness
for CPS 4.5

Design CPS 4.5 FP1 farm

upgrade based on server
upgrade or server
migration

Design CPS 4.5 FP1

farm migration

License
Server

License Server 4.5

strongly recommended to
avoid a near-term
upgrade

License Server 4.5

required

License Server 4.5

required

License files

Licenses files must have a

valid Subscription
Advantage date of April
27, 2005 or later

License files must have a

valid Subscription
Advantage date of
February. 22, 2007 or
later

License files must have a

valid Subscription
Advantage date of
February. 22, 2007 or
later

Presentation
Server client

Citrix recommends that

clients be upgraded to
the latest version

Citrix recommends that

clients be upgraded to
the latest version

Citrix recommends that

clients be upgraded to
the latest version

Streaming
client

N/A

Streaming Client 1.1 or

higher is required in order
for streaming sessions to
use and share Enterprise
or Platinum licenses

Streaming Client 1.1 or

higher is required in order
for streaming sessions to
use and share Enterprise
or Platinum licenses

More details regarding licensing and client design decisions are provided below:
License Server 4.5.
4.5. While older versions of Presentation Server and other Citrix
products can use the newest version of the License Server, the reverse is not true.
This means that the newest License Server is required to support Version 4.5
products and above. Citrix recommends applying the newest version of the start-up
license, as detailed in CTX113090.
Licenses. In all cases, valid licenses must be available. Please see Citrix
Knowledgebase Article CTX108655 and other documents available from
http://support.citrix.com/licensing for detailed licensing information. Although
Platinum licensing is supported for Presentation Server 4.0, this document discusses
Presentation Server 4.5 based on specific prerequisites defined in the Installation
Steps section.
Presentation Server c
client
lient.. Citrix recommends deployment of the most recent
lient
version of the Presentation Server client based on the platform(s) in use. This allows
users to take advantage of the latest functionality and eliminates the need for another
short-term upgrade. Information regarding the latest Presentation Server clients and
their respective capabilities are shown at http://www.citrix.com/clientfeaturematrix.
By deploying the 10.x version of the Windows Presentation Server client, granular
control of client behavior by GPOs by means of the supported icaclient.adm template
can be assured. CTX112957 contains more information. The 10.x and later versions
of the Windows client supports Windows 2000 and higher. Earlier Windows versions
require the 9.x client.
S treaming client. To take full advantage of Enterprise and Platinum licensing, the
Streaming Client on the Windows device must be upgraded to version 1.1. The new
client enables license sharing, and additional enhancements are included.

Farm and Server Decisions

The designer/architect should consider the following items and associated options when making
decisions related to farms and servers:
Item/ scenario

Design CPS 4.0 farm with

maximum readiness for
CPS 4.5

Farm path

Upgrade: MetaFrame XP
or Presentation Server
3.0
Migrate: Any
Supported but not
recommended; some
features and
configurations may not
function as expected
Do not use MSDE to
avoid upgrade later

Mixed farm

Data store

Server
operating
system

Server
upgrade

Server
migration
13

Windows Server 2003 or

Windows 2000 Server
(note: Windows 2000
Server cannot be
upgraded to Presentation
Server 4.5)
Supported but not
recommended

Recommended

Design CPS 4.5 FP1 farm

upgrade based on server
upgrade or server
migration
Presentation Server 3.0
or Presentation Server
4.0

Design CPS 4.5 FP1

farm migration

Any

Supported but not

recommended; some
features and
configurations may not
function as expected
If MSDE, must upgrade
to SQL Server Express
2005 or another
supported database type
Windows Server 2003
SP1 or higher only; if
operating system
upgrade, must do server
migration

N/A

Supported but not

recommended

First server must be

migrated; servers existing
in other farms can be
moved (CHFARM) and
upgraded
Required for first server;
recommended for all
servers

Recommended

Select any of the

supported database
types
Windows Server 2003
SP1 or higher only

More details regarding the farm and server design decisions are provided below:
Farm path
p ath.
ath. Only the specific upgrade paths listed are allowed and supported. If a
customer wants to upgrade a MetaFrame XP farm to Presentation Server 4.5, an
interim upgrade to Presentation Server 3.0 or 4.0 is required. However, Citrix
recommends migrations where feasible because starting with a clean farm and server
build ensures that no unwanted settings are carried over into a fresh, new
environment. As the initial part of the farm migration, a thorough design phase should
be undertaken so that a detailed design document can be created.
Mixed farm. Mixed mode is specifically not recommended by Citrix because of
potential and known issues. For example, where a mix of Presentation Server 4.0 and
4.5 exists, farm-wide features such as Configuration Logging and IMA encryption
cannot be used. Not all mixed mode scenarios can be tested, and so it is possible
that an undesired impact will occur. Mixed mode should not be used unless all other
options have been exhausted. The Multiple Versions section provides more
information.
Data store. MSDE is not supported for Presentation Server 4.5 server farms. Any
Presentation Server 3.0 or 4.0 farm using MSDE as the data store that is being
upgraded must be converted to another database type, with SQL Server Express
2005 being the free equivalent. If an upgrade is attempted with an MSDE data store,
the data store will become corrupted. Where possible, an enterprise-grade database
type, such as SQL Server, Oracle, or DB2, should be chosen, taking optional
Resource Manager Summary Database and Configuration Logging Database into
consideration. Even though the initial farm size may not warrant an enterprise-grade
database, it may be worthwhile taking advantage of inherent backup/restore
capabilities, administrative expertise, licensing, and planned environmental growth.
Server operating system. Presentation Server 4.5 supports Windows Server 2003
with Service Pack 1 as the minimum. Customers may choose to implement R2 or
Service Pack 2. Upgrades from Presentation Server 3.0 or 4.0 require a base
operating system of Windows Server 2003. If either version is installed on Windows
Server 2000, then a clean server installation is required because upgrading the
operating system and then upgrading the Presentation Server version is not
supported,
Server Upgrade vs. Server Migration . Server upgrades are supported and may at
first appear to be the easiest way to deploy a new version of Presentation Server.
However, as with operating system upgrades, Presentation Server upgrades tend to
be more problematic than new installations. Citrix recommends server migration
based on clean server builds. When upgrading Presentation Server, registry settings,
files and other remnants may remain on the server, which can either cause issues or
increase troubleshooting time.

14

Peripheral component decisions

Consider the following when planning for peripheral components:
Item/scenario

Design CPS 4.0 farm

with maximum
readiness for CPS 4.5

Design CPS 4.5

farm upgrade based on
server upgrade or
server migration

Design CPS 4.5 farm

migration

Web Interface

Web Interface 4.6

recommended; must
select Remote
Application type

Web Interface 4.6

recommended

Web Interface 4.6

recommended

Access Gateway

Recommended as
replacement for Secure
Gateway

Recommended as
replacement for Secure
Gateway

Recommended as
replacement for Secure
Gateway

More details regarding the peripheral component design decisions are provided below:
Web Interface. The latest version of Web Interface is recommended. If the
Presentation Server farm will be based on Presentation Server 4.0, Streaming is not
available, and thus the Web Interface 4.6 configuration Manage Application Types
screen must be set to Remote to grant users access to applications installed on
Presentation Server. To deploy Web Interface 4.6, Citrix recommends upgrading Web
Interface 4.0 or higher, as this preserves the existing settings and automatically
provides the additional configuration options. However, the existing
WebInterface.conf and Config.xml files should be backed up before an upgrade.
Access Gatew
Gateway.
ay. Remote access to the Presentation Server farm should be based
on a secure mechanism. Although Secure Gateway 3.0 is still officially supported,
Access Gateway is a much more robust SSL VPN option. Access Gateway client
licenses are included as part of the Platinum edition. Where feasible, Secure Gateway
should be replaced with Access Gateway. Not only does Access Gateway provide a
total SSL VPN solution, it is based on a hardened appliance that increases security.
The various Access Gateway options can provide the customer with an appropriate
level of access and security based on environmental considerations.

15

Other Configuration Options

The same three scenarios are used as the basis for design considerations related to other
configuration options:
Item/scenario

Design CPS 4.0 farm with

maximum readiness for
CPS 4.5

Design CPS 4.5 farm

upgrade based on server
upgrade or server
migration

Design CPS 4.5 farm

migration

Citrix
Connection
Configuration

Do not configure

N/A

N/A

Icaclient.adm
Template

Can be used to control

Windows clients using
ICA client version 10.0 or
higher

Can be used to control

Windows clients using
ICA client version 10.0 or
higher

Can be used to control

Windows clients using
ICA client version 10.0 or
higher

Client
Update Utility

Do not configure
utility or policy

Do not configure policy

Do not configure policy

Other configuration design decisions include:

Citrix Connection Configuration . This utility was used to configure per-server
settings such as client mapping disablement and time-outs. Since these settings can
now be configured elsewhere, this utility is no longer included with Presentation
Server 4.5. Other options for configuration include, in this order of preference, Citrix
policies, Active Directory Terminal Services GPOs, local server Terminal Services
GPOs, or Terminal Services Configuration\ Connections\ ICA-tcp.
icaclient.adm t emplate
emplate.. Citrix supports the use of the icaclient.adm template for
configuring user-side settings with Windows clients 10.0 and higher. Citrix
Knowledge Base article CTX112957 contains information on the configuration of this
template.
Client U pdate utility. This utility was formerly used to update the Presentation Server
client software automatically from the Presentation Server. Now, not only is this utility
no longer included with Presentation Server 4.5, but also the associated Citrix policy
has no impact.

Every customer environment varies, therefore some design decisions must be based on what is
deemed best for an individual customer, and may be contrary to the general recommendations
detailed here. For example, a large, stable environment with 24x7 operations may find that a farm
upgrade based on server migration may address their requirements based on an automated server
build process. A similar customer with different business requirements may decide that a migration to
a completely new farm would be best and that Web Interface can serve to bridge the two farms during
the staged migration.

16

Mixed Implementation Considerations

This section reviews considerations associated with upgrading and maintaining two or more versions
of Presentation Server, as well as server farms that encompass both 32-bit and 64-bit architectures.

Multiple Versions
Although mixed farms are supported, Citrix strongly recommends maintaining a single version of
Presentation Server within a server farm. A single version should be run within the server farm, and
the same hotfixes, service packs, and feature packs should be applied across all servers. This
increases consistency, decreases troubleshooting, and improves the user experience.

Figure 2 - During a staged upgrade there will be two versions of the product in the same farm. After upgrade, the
number of versions should be maintained at one version in a single farm.

When two or more versions run within a single farm, a number of potential issues may arise, including:
More complex administration . When an administrator needs to make changes, the
console version must match the server version being modified. For example, if a
server farm is based on both Presentation Server 4.0 and 4.5, changes to Citrix
Policies should be made within the respective Presentation Server Console version.
Functionality.
Functionality . When running two or more versions, not all farm-wide capabilities can
be invoked. For example, IMA Encryption and Configuration Logging can be enabled
only when all servers are running Presentation Server 4.5 or higher. Also, certain
features such as custom administrator rights do not function correctly in these
situations.
Inconsistent user experience. The user experience will vary based on the
Presentation Server being accessed. For example, if the user accesses a graphical
application on a Presentation Server version 4.5 where SpeedScreen Progressive
Display is enabled on Monday and then accesses that same graphical application on
a Presentation Server version 4.0 on Tuesday, the user experience will be different.
Issues. Mixed server farms inherently have more issues and generate a higher
number of support calls.

In some environments running two or more versions of Presentation Server is required to meet
business requirements during an upgrade. In this case Citrix recommends that the number of versions
is limited to two and that the period of time the two versions are operational in the server farm is
minimized. Observing the server upgrade order is vital first Farm Metric Servers, followed by Zone
Data Collectors, and then Member Servers.
In large farms and those running mission-critical applications, it may be impossible to upgrade all
servers during a single maintenance window. In these cases, the recommended installation order
should be followed, and considerations for functionality and logistics should be addressed.

17

Both 32-Bit and 64-Bit Processor Types

As x64 servers become more common, many Citrix customers find that the increased user density of
these servers address their business and technical requirements. Because both 32-bit and 64-bit
applications can be hosted on 64-bit servers, customers are finding that selecting x64 servers when
installing new hardware provides a robust platform. In many cases, new 64-bit servers are added to
existing 32-bit Presentation Server farms, producing a server farm based on both types of processors
which is supported by Citrix.
It is recommended that all servers run the same version of Presentation Server consistently. Main
considerations for administrators are as follows:
End of life of Presentation Server 4.0 x64 Edition. Based on the scenarios already
discussed, running the x64 version of Presentation Server 4.0 may be considered a
viable option for environments that are not ready to deploy Presentation Server 4.5.
However, Presentation Server 4.0 x64 edition will reach end of life at the end of
2007. Deploying Presentation Server 4.5 x64 edition is therefore a better option.
Hotfix Rollup Packs. Citrix recommends that when a Hotfix Rollup Pack (HRP)
becomes available, administrators apply it consistently to all servers in the farm.
When Citrix issues an HRP for Presentation Server 4.5, two versions are released:
32-bit and 64-bit. If the server farm contains both types of servers, careful attention is
needed when applying the correct HRP to the different servers. (The HRP for the x64
edition contains 64 in the file name, to help differentiate it.)
Hotfixes
Hotfixes.. Citrix recommends that interim hotfixes should be applied only if necessary
to address a specific issue or requirement. At this point, more Citrix customers are
using the 32-bit version of Presentation Server 4.5. This means that more issues are
reported on this version, and so more hotfixes are created. If an administrator
determines that a specific hotfix should be applied to x64 servers as well, an incident
should be opened with Citrix Technical Support to have that same hotfix generated
for the x64 servers. By doing so, consistency can be maintained within the server
farm.
Load Manage
Managerr. Because x64 servers support a higher number of users,
administrators should consider revisiting the Load Manager design of the
Presentation Server farm to confirm that effective load balancing has been
implemented. This is especially true where either the Default or Advanced Load
Evaluator is used. If Load Manager is configured based solely on rules that
incorporate percentages such as CPU or memory then load balancing is unlikely
to need reconfiguring. If other rules such as server load are used, it is likely that the
32-bit servers will demand more resources to service the same number of users,
compared to 64-bit servers. This will impact the user experience.
Server resource alerts. The configuration of alerts should be based on rules that are
suitable for the server configuration, whether EdgeSight for Presentation Server,
Resource Manager or other third-party monitoring tools are used. For example, 64-bit
servers typically have more memory than 32-bit servers, and so less paging is
generally required on more powerful servers. Monitoring alerts should be set to
account for the server resource differences.
Peripheral components. Because 64-bit servers are more costly than 32-bit servers,
administrators can positively impact the total cost of ownership by using more
powerful servers to host applications and to service the greatest number of users. For
servers required to host peripheral components such as the Citrix License Server,
Web Interface, and similar functionality, 32-bit servers are sufficient.

18

Multiple License Types

Sometimes a customer has various types of licenses and dates installed on a single Citrix license
server. This is supported. However, the licenses will be consumed based on the license type set for
that server, as well as the date, and in all cases, valid license dates are a requirement.
Licenses are consumed based on the oldest valid date related to the version of the Presentation
Server product launched.
For example, if a customer has both Enterprise and Platinum licenses based on
multiple dates, and User1 connects to a Presentation Server that is set to Enterprise
edition, that license will be allocated from the oldest Enterprise license group that is
not exhausted. No Platinum functionality will be available.
If User2 connects to a Presentation Server that is set to Platinum, that license will be
allocated from the oldest Platinum license group. All Platinum functionality will be
available.
If a user logs onto a Presentation Server set to an edition for which the licenses are
exhausted, a license logon limit error will be presented.

There is more information at http://support.citrix.com/licensing.

19

Additional Platinum Edition Considerations

This section discusses considerations for Presentation Server Platinum edition components, including
where components should be placed and additional hardware that may be required.

Basic Components
The basic components included within most large and enterprise Presentation Server farms are based
on the following:
Presentation Servers. Zone Data Collector(s) and member servers
Data Store. SQL Server, Oracle, or DB2 housed on a database server
Web Interface. Web server
License Server. Web server for License Management Console
Access Gateway. Appliance in DMZ

Figure 3 - Basic Components of Presentation Server

Platinum Components
With the release of Presentation Server 4.5 Platinum edition and Feature Pack 1, licensing is included
for all Platinum products. The use of each Platinum component is optional. Where deployed, these
should be implemented as follows:
SmartAuditor. The agent must be installed on the Presentation Server(s) that host
the application(s) and session(s) to be monitored. The SmartAuditor administrative
functionality, including database, Server, and Policy Console are installed on one or
more distinct servers. The Player would typically be installed on a workstation.
EasyCall. Must be deployed on the Communication Gateway hardware that is
connected to the telephone system.

20

 EdgeSight for Presentation Server. The agent must be installed on each

Presentation Server to be monitored. The SQL Server database and core EdgeSight
functionality should be installed on one or more distinct servers.
Password Manager. The agent must be installed on each Presentation Server and
end user device where Password Manager will be used. The Password Manager
Console should be installed on a distinct server.
Streaming Profiler. The Streaming Profiler should be installed on a distinct server
that mimics the target machine type.
Streaming Client. This software must be installed on each Windows client device to
which applications will be streamed. Only Windows 2000 or above is supported.

Platinum Requirements
To use Platinum licensing with Presentation Server 4.5 Feature Pack 1, all of the following steps must
be executed:
Upgrade Streaming Client to version 1.1 (required only if Streaming is used)
Install Hotfix Rollup Pack 1 on each Presentation Server
Install Platinum licenses on the License Server
Install new Access Management Console extensions
Set server edition to Platinum
Reboot servers

If any step is omitted, Platinum licensing will not be used correctly in some cases, this may result in
multiple licenses being consumed needlessly. CTX108655 provides more information regarding
upgrading licenses on the Citrix license server.
Detailed step-by-step recommendations and instructions are included in the Appendix section of this
document.

21

Appendix: Installation Steps

This section details the specific steps that should be executed when upgrading to Presentation Server
4.5 Platinum edition with Feature Pack 1.

General Recommendations
In general, Citrix recommends updating clients to the most recent level first, before server-based
changes are made. This is because client-based upgrades can usually be made well in advance, and
this allows administrators to focus on the server-based changes.

Upgrading from Presentation Server 4.5 to

Presentation Server 4.5 Platinum Edition with Feature Pack 1
The following are the installation steps that Citrix recommends when upgrading from Presentation
Server 4.5 to Feature Pack 1:
1.
2.

Update Windows clients to 10.1 (recommended but not required)

Update the Streaming Client to version 1.1 (required only if Streaming is used)
o Citrix Streaming Client.msi or Citrix Streaming Clients Package.msi

3.

Update Streaming Profiler to version 1.1 (required only if Streaming used)

o Citrix Streaming Profiler.msi
Install Hotfix Rollup Pack 1 in the following order and restart each server
o PSE450W2K3R01.msp (x32) or PSE450W2K3X64R01.msp (x64)

4.

5.
6.
7.

Farm Metric Server

Zone Data Collector(s)

Member Servers
Install new startup licenses to License Server (CTX113090; recommended but not required)

8.

Obtain new Platinum license(s) from MyCitrix and apply new license file(s)
Update Access Management Console Extensions
o From the Component CD, Administration\Access Management
Console\Setup\ASC_Presentation Server.msi, ASC_PSReports.msi,
ASC_ReportCenter.msi, ASC_WebInterface.msi
or
o CtxInstall.exe will query administrator to install AMC extensions
Install Web Interface 4.6 and Health Monitoring Pack (optional)

9.

o WebInterface.exe and HMRTestPack.msi

Set server edition to Platinum through the Access Management Console and restart

Please note:
Installation by means of the Platinum CD is not supported for
Presentation Server upgrades.
The steps outlined above must be followed exactly as listed.
If the edition is Advanced or Enterprise, it is not necessary to update the license file.
Instead, the step to set the server edition should confirm the correct setting.

22

Upgrading from Presentation Server 3.0 or 4.0 to

Presentation Server 4.5 Platinum Edition Feature Pack 1
The following steps should be undertaken when upgrading Presentation Server 3.0 or 4.0 to
Presentation Server 4.5 Platinum Edition Feature Pack 1:
1.
2.
3.
4.
5.
6.
7.

Update Windows clients to 10.1 (recommended but not required)

Install Streaming Client version 1.1 (required only if Streaming is used)
o Citrix Streaming Client.msi or Citrix Streaming Clients Package.msi
Install Streaming Profiler version 1.1 (required only if Streaming used)
o Citrix Streaming Profiler.msi
Install new License Server 4.5
o CTX113090 recommended but not required
Obtain new Platinum license(s) from MyCitrix and apply new license file(s)
Upgrade Data Store if MSDE
Install Presentation Server and Hotfix Rollup Pack 1 in the following order and
restart each server
o MPS.MSI
o PSE450W2K3R01.msp (x32) or PSE450W2K3X64R01.msp (x64)

Farm Metric Server

Zone Data Collector(s)

8.

Member servers
Install Access Management Console Extensions
o From the Component CD, Administration\Access Management Console\Setup\
CtxInstall.exe will query administrator to install AMC extensions

9.

Install Web Interface 4.6 and Health Monitoring Pack (optional)

o WebInterface.exe and HMRTestPack.msi
10. Set server edition to Platinum through the Access Management Console and restart

Please note:
The installation of the Platinum CD is not supported for Presentation Server upgrades
The steps outlined above must be followed exactly as listed
If the edition is Advanced or Enterprise, it is not necessary to update the license file,
and the step to set the server edition should instead confirm the correct setting

Migrating from any version to

Presentation Server 4.5 Platinum Edition Feature Pack 1
When creating a new Presentation Server 4.5 Platinum Edition Feature Pack 1 server farm, the
following steps should be taken:
1.
2.

Update Windows clients to 10.1 (recommended but not required)

Install Streaming Client version 1.1 (required only if Streaming is used)
o Citrix Streaming Client.msi or Citrix Streaming Clients Package.msi

3.

Install Streaming Profiler version 1.1 (required only if Streaming used)

o Citrix Streaming Profiler.msi
Install new License Server 4.5
o CTX113090 recommended but not required

4.
5.
6.
7.
23

Obtain new Platinum license(s) from MyCitrix and apply new license file(s)
Create Data Store if SQL Server, SQL Server Express, Oracle, or DB2
Insert Platinum CD and select components to be installed

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