Getting Started with Citrix Presentation Server

For other guides in this document set, go to the Document Center.

Citrix Presentation Server™ 4.5 for Windows®

Copyright and Trademark Notice
Use of the product documented in this guide is subject to your prior acceptance of the End User License Agreement. Copies of
the End User License Agreement are included in the root directory of the Citrix Presentation Server for Windows 2000 Server
or Windows Server 2003 CD and in the root directory of the Citrix Presentation Server Components CD.
Information in this document is subject to change without notice. Companies, names, and data used in examples herein are
fictitious unless otherwise noted. Other than printing one copy for personal use, no part of this document may be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of
Citrix Systems, Inc.
Copyright © 2001 – 2007 Citrix Systems, Inc. All rights reserved.
Citrix, Citrix Presentation Server, Citrix Access Gateway, GoToAssist, ICA (Independent Computing Architecture), Program
Neighborhood, Citrix Password Manager, Citrix EdgeSight, and Citrix Access Gateway are trademarks or registered
trademarks of Citrix Systems, Inc. in the U.S.A. and other countries.
RSA Encryption © 1996-1997 RSA Security Inc. All Rights Reserved.
Java and Sun are registered trademarks or trademarks of Sun Microsystems, Inc. in the U.S. and other countries. Solaris is a
registered trademark of Sun Microsystems, Inc. Sun Microsystems, Inc. has not tested or approved this product.
Microsoft, Windows, Windows NT, Windows 2000 Server, Windows Server 2003, Access, SQL Server, SQL Server Express,
and Windows CE are registered trademarks or trademarks of Microsoft Corporation in the U.S.A and other countries.
Tivoli NetView is a registered trademark of International Business Machines Corp (IBM).
HP OpenView is a trademark of Hewlett-Packard Company.
Oracle is a registered trademark of Oracle Corporation.
UniCenter is a registered trademark of Computer Associates International, Inc.
This product includes software developed by The Apache Software Foundation (http://www.apache.org/).
All other trademarks are the property of their respective owners.
Last updated: February 2 2007 (elp)
Document Center C ONTENTS

Contents

Chapter 1 Overview
What’s in the Citrix Presentation Server Media Pack . . . . . . . . . . . . . . . . . . . . . . . .6
Getting More Information and Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Product Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Accessing Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Getting Service and Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Subscription Advantage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Citrix Developer Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Education and Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Introduction to Citrix Presentation Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Citrix Presentation Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Citrix Web Interface for Integration with Your Web Server . . . . . . . . . . . . . . .13
Citrix Presentation Server Clients for Secure, Remote Access . . . . . . . . . . . . .14
Secure Gateway for Secure Internet Traffic . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Consoles for Managing Your Deployment. . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Citrix Access Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Citrix Presentation Server Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Extensible Solutions for Seamless Integration of Functionality . . . . . . . . . . . .16

Chapter 2 The Citrix Presentation Server Family

What’s Included in Citrix Presentation Server Platinum Edition . . . . . . . . . . . . . .18
Citrix EdgeSight for Presentation Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Citrix Password Manager for Presentation Server . . . . . . . . . . . . . . . . . . . . . . .18
Access Gateway. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
SmartAccess. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
SmoothRoaming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Secure by Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
4 Getting Started With Citrix Presentation Server Document Center

What’s Included in Citrix Presentation Server Enterprise Edition . . . . . . . . . . . . .21

Resource Manager for Citrix Presentation Server . . . . . . . . . . . . . . . . . . . . . . .22
Installation Manager for Citrix Presentation Server. . . . . . . . . . . . . . . . . . . . . .22
Network Manager for Citrix Presentation Server. . . . . . . . . . . . . . . . . . . . . . . .23
Citrix Presentation Server Provider and
Citrix Presentation Server Management Pack . . . . . . . . . . . . . . . . . . . . . . . . . .24
Citrix Application Streaming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
What’s Included in Citrix Presentation Server Advanced Edition . . . . . . . . . . . . .25
Citrix Presentation Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Citrix Access Management Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Citrix Presentation Server Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Citrix Presentation Server Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Citrix Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
The Secure Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Citrix SSL Relay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Conferencing Manager for Citrix Presentation Server . . . . . . . . . . . . . . . . . . . .29
Load Manager for Citrix Presentation Server. . . . . . . . . . . . . . . . . . . . . . . . . . .29

Chapter 3 New in this Release

Continuous Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Configuration Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Health Monitoring & Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Non-Administrator Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Enhanced End User Access Experience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Easier Application Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Secure Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Further Enhancements in this Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Subscription Advantage Customers: Resetting the Product Edition . . . . . . . . .34
Document Center C HAPTER 1

Overview

Thank you for purchasing Citrix Presentation Server for Windows. Before you
install Citrix Presentation Server, be sure to read this guide for information about
the materials in the media pack.
This guide contains:
• An overview of the CDs in the Citrix Presentation Server media pack
• Information about how to get Citrix Presentation Server documentation,
how to find other details about Citrix, and how to get technical support
• An overview of Citrix Presentation Server with descriptions of each
product edition: Platinum, Enterprise, and Advanced
• Information about new features and enhancements included in this release
of Citrix Presentation Server
• An overview of how a Citrix Presentation Server solution fits together, and
how to find out more about each component in the Platinum, Enterprise,
and Advanced Editions of Citrix Presentation Server
6 Getting Started With Citrix Presentation Server Document Center

What’s in the Citrix Presentation Server Media Pack

Your Citrix Presentation Server media pack includes the following CDs:
• Server CDs for Microsoft Windows Server 2003 and Microsoft
Windows Server 2003 x64. These CDs contain:
• “Welcome to Citrix Presentation Server” (Read_Me_First.html).
• An installation checklist.
• Citrix Licensing software.
• Citrix Presentation Server.
• The Citrix Access Management Console and the Citrix Presentation
Server Console.
• Citrix Web Interface.
• Presentation Server documentation.
• Management components (Load Manager, Resource Manager,
Installation Manager, Network Manager, and Citrix Presentation
Server Provider).
Load Manager is enabled for all product editions. The other
management components are enabled only if you have purchased the
Enterprise or Platinum Edition. For further details see “The Citrix
Presentation Server Family” on page 17.
• Components CD. This CD contains:
• “Welcome to Citrix Presentation Server” (Read_Me_First.html).
• The Citrix Access Management Console.
• Citrix Presentation Server Clients.
• Secure Gateway.
• Citrix Presentation Server Management Pack. This component is
enabled only if you have purchased Enterprise or Platinum Edition.
• Network Manager Console plug-ins.
• Citrix Streaming Profiler.
• Citrix Web Interface.
• Conferencing Manager.
Document Center Chapter 1 Overview 7

• Presentation Server 4.0 for Windows 2000 Server CD. This CD

contains:
• The Citrix Access Management Console.
• Citrix Presentation Server Clients.
• Secure Gateway.
• Citrix Presentation Server Management Pack. This component is
enabled only if you have purchased Enterprise or Platinum Edition.
• Network Manager Console plug-ins.
• Citrix Web Interface.
• Presentation Server 4.0 for UNIX Operating Systems CD. This CD
contains:
• Presentation Server 4.0 for UNIX
• Presentation Server documentation
• Edgesight 4.2 for Presentation Server. This CD includes the following
Platinum Edition features:
• EdgeSight Server
• EdgeSight for Presentation Server Agent
• EdgeSight documentation
• Password Manager 4.5 for Presentation Server. This CD contains:
• Citrix Password Manager for Presentation Server
• Central store creation utilities
• The Citrix Access Management Console
• Self-service password reset and account unlock
• The Application Definition Tool
• The Password Manager Agent software
• The Password Manager Service
8 Getting Started With Citrix Presentation Server Document Center

• Password Manager documentation

Note For customers who purchased the Access Gateway appliance and
Presentation Server Platinum Edition, the Citrix Access Gateway software
is installed on the appliance before delivery.

Getting More Information and Help

This section describes how to get more information about Citrix Presentation
Server and the support that is available.

Product Documentation
The documentation for Citrix Presentation Server includes guides, known issues
information, and Help. For information about terminology related to Presentation
Server, see the Citrix Presentation Server Glossary.
• “Welcome to Citrix Presentation Server” (Read_Me_First.html), located in
the root directory of the server CD and the components CD in your media
pack, includes links to the most up-to-date versions of product
documentation for all features in the Advanced, Enterprise, and Platinum
Editions. “Welcome to Citrix Presentation Server” is also available on the
Web at http://support.citrix.com/article/CTX112276.
• Guides are provided as Adobe Portable Document Format (PDF) files. To
view, search, and print the PDF documentation, you need to have Adobe
Acrobat Reader 5.0.5 with Search, or Adobe Reader 6.0 through 7.0. You
can download these products for free from Adobe Systems’ Web site at
http://www.adobe.com/.

Important Adobe Reader 8.0 is not supported with the Document Center.
For best results, use Adobe Acrobat Reader 5.0.5 with Search, Adobe
Reader 6.0 or Adobe Reader 7.0.

• Be sure to read all the readme files and the installation checklist before you
install Citrix Presentation Server or any of its components or when
troubleshooting. These files contain important information that includes
last-minute documentation updates and corrections. They are available as
described in “Accessing Documentation” on page 9. Note that readmes are
Document Center Chapter 1 Overview 9

updated as necessary on the Citrix Web site (http://support.citrix.com/

docs).
• Help is available in many components.

Accessing Documentation
“Welcome to Citrix Presentation Server” (Read_Me_First.html) provides links to
the current documentation for all product features and to additional Citrix support
resources.

To open Welcome to Citrix Presentation Server from the Web

1. Open your Web browser and navigate to support.citrix.com/docs.

2. Select Presentation Server 4.5 and Components.
3. Open Welcome to Citrix Presentation Server. The page opens in your
browser.

To open Welcome to Citrix Presentation Server from your product CD

1. Navigate to the root folder on your product CD.

2. Open Read_Me_First.html. The page opens in your browser.

Document Conventions
Citrix Presentation Server documentation uses the following typographic
conventions for menus, commands, keyboard keys, and items in the product
interface:

Convention Meaning
Boldface Commands, names of interface items such as text boxes, option
buttons, and user input.
Italics Placeholders for information or parameters that you provide. For
example, filename in a procedure means you type the actual name
of a file. Italics are also used for new terms and the titles of books.
%SystemRoot% The Windows system directory, which can be WTSRV, WINNT,
WINDOWS, or any other name you specify when you install
Windows.
Monospace Text displayed in a text file.
{ braces } A series of items, one of which is required in command statements.
For example, { yes | no } means you must type yes or no. Do not
type the braces themselves.
10 Getting Started With Citrix Presentation Server Document Center

Convention Meaning
[ brackets ] Optional items in command statements. For example, [/ping]
means that you can type /ping with the command. Do not type the
brackets themselves.
| (vertical bar) A separator between items in braces or brackets in command
statements. For example, { /hold | /release | /delete } means you
type /hold or
/release or /delete.
… (ellipsis) You can repeat the previous item or items in command statements.
For example, /route:devicename[,…] means you can type
additional devicenames separated by commas.

Getting Service and Support

Citrix provides technical support primarily through the Citrix Solutions Advisors
Program. Contact your supplier for first-line support or check for your nearest
Solutions Advisor at http://www.citrix.com/site/partners.
In addition to the Citrix Solutions Advisors Program, Citrix offers a variety of
self-service, Web-based technical support tools from its Knowledge Center at
http://support.citrix.com/. Knowledge Center features include:
• A knowledge base containing thousands of technical solutions to support
your Citrix environment.
• An online product documentation library.
• Interactive support forums for every Citrix product.
• Access to the latest hotfixes and service packs.
• Security bulletins.
• Online problem reporting and tracking (for customers with valid support
contracts).
• Citrix Live Remote Assistance. Using Citrix’s remote assistance product,
GoToAssist, a member of our support team can view your desktop and
share control of your mouse and keyboard to get you on your way to a
solution.
Another source of support, Citrix Preferred Support Services, provides a range of
options that allow you to customize the level and type of support for your
organization’s Citrix products.
Document Center Chapter 1 Overview 11

Subscription Advantage
Your product includes a one-year membership in the Subscription Advantage
program. The Citrix Subscription Advantage program gives you an easy way to
stay current with the latest software version and information for your Citrix
products. Not only do you get automatic access to download the latest feature
releases, software upgrades, and enhancements that become available during the
term of your membership, you also get priority access to important Citrix
technology information.
You can find more information on the Citrix Web site at
http://www.citrix.com/services/ (select Subscription Advantage). You can also
contact your Citrix sales representative, Citrix Customer Care, or a member of the
Citrix Solutions Advisors Program for more information.

Citrix Developer Network

The Citrix Developer Network (CDN) is at http://www.citrix.com/cdn/. This
open-enrollment membership program provides access to developer toolkits,
technical information, and test programs for software and hardware vendors,
system integrators, ICA licensees, and corporate IT developers who incorporate
Citrix computing solutions into their products.
Many of the operations that you can perform using the Citrix Presentation Server
user interface can be customized using the Citrix Software Development Kits
(SDKs). You can download these SDKs from http://www.citrix.com/cdn/.

Education and Training

Citrix offers a variety of instructor-led training and Web-based training solutions.
Instructor-led courses are offered through Citrix Authorized Learning Centers
(CALCs). CALCs provide high-quality classroom learning using professional
courseware developed by Citrix. Many of these courses lead to certification.
Web-based training courses are available through CALCs, resellers, and from the
Citrix Web site.
Information about programs and courseware for Citrix training and certification is
available from http://www.citrix.com/edu/.
12 Getting Started With Citrix Presentation Server Document Center

Introduction to Citrix Presentation Server

Citrix Presentation Server is the industry standard for delivering Windows
applications at the lowest cost—anywhere. Its application virtualization and
application streaming delivery methods enable the best access experience for any
user, with any device, working over any network. Presentation Server allows
delivery of applications as a service—providing on-demand access to users, while
affording the flexibility to leverage future application architectures.
Whether your users rely on Windows or Macintosh PCs or laptops, UNIX or
Linux workstations, thin-client devices, Windows-based terminals, wireless
devices, or other network appliances, you can use Citrix Presentation Server
solutions to:
• Provide tailored secure access control in any access scenario
• Deliver continuous access across devices, networks, and locations
• Provide scalability and continuous availability for any business scenario
• Protect information through a multidimensional secure architecture
• Observe, monitor, and measure access infrastructure resources

Citrix Presentation Server

Citrix Presentation Server enables multiple users to log on and run applications in
separate, protected sessions on a single server or on multiple servers. You install
Citrix Presentation Server on computers running Windows Terminal Services and
install and publish the applications or other resources that you want to deploy on
computers running Citrix Presentation Server. For example, you may want to
install office productivity applications (such as word processors and
spreadsheets), enterprise resource planning applications such as SAP and
Peoplesoft, or any other custom applications.
You can group a number of servers together to form a server farm. A server farm
is a group of computers that you manage as a single entity. Server farms provide
you with a flexible and robust way of deploying applications and content to users.
Document Center Chapter 1 Overview 13

Citrix Web Interface for Integration with Your Web

Server
Use the Web Interface to give users access to published resources through the
Web or your Intranet. Users log on to the Web Interface using their usual Web
browser and see links to the applications that they are authorized to run.
The Web Interface dynamically creates an HTML page that shows the server farm
for each of your users. After logging on, each user sees a Web page that includes
all the applications and resources in the server farm that you configure for that
user. Using the Web Interface, you can create stand-alone Web sites for
application access or Web sites that can be integrated into your corporate portal.
You can use the Web Interface with the Access Gateway or Secure Gateway (see
“Secure Gateway for Secure Internet Traffic” on page 15) to transport data
securely over the Internet, using standards-based security technology. To control
secure access to applications on computers running Presentation Server, you can
use Access Gateway access control policies and filters.
The Platinum Edition provides Web Interface integration with the Password
Manager self-service features: account unlock and self-service password reset.
Set up the Password Manager Service and have users register security questions
when they launch the Password Manager agent software. When the security
questions are registered, the users can reset their domain passwords or unlock
their domain accounts from the Web Interface, without help desk or administrator
intervention.
14 Getting Started With Citrix Presentation Server Document Center

Citrix Presentation Server Clients for Secure,

Remote Access
Citrix uses the Independent Computing Architecture (ICA) protocol to exchange
information between a user’s client device and the published resources on the
computer running Citrix Presentation Server. The Citrix Presentation Server
client software is available for a range of different devices so users can connect to
published applications from various platforms.

This diagram shows Citrix Presentation Server Clients connecting to a server farm and
accessing published applications and resources.
You publish any given application or content once on the server, but multiple
users can simultaneously access the published resources. Application processing
on the client is kept to a minimum because the application runs entirely on the
server. The ICA protocol sends keystrokes, mouse clicks, and screen updates
between the server and the client, so to the user of the client device it appears that
the software is running locally.
Document Center Chapter 1 Overview 15

Because applications run on the server and not on the client device, users can
connect from any platform. For example, Microsoft Outlook running as a
published application looks and feels the same whether the user is connecting
from a Windows CE hand-held computer, a Macintosh desktop, or a Linux
workstation. You can control user connections to the server to prevent over-
consumption of licenses or server resources.
With many clients (including the Clients for Windows, Java, Macintosh, and
Linux), you can secure ICA communications using the Secure Socket Layer
(SSL) or Transport Layer Security (TLS) protocols. SSL/TLS provides server
authentication, encryption of the data stream, and message integrity checks and
enables you to deliver applications securely within a LAN or across the Internet.

Secure Gateway for Secure Internet Traffic

The Secure Gateway is a secure Internet gateway for ICA data traveling into and
out of a server farm. You can secure all traffic traveling across the Internet among
computers running Citrix Presentation Server and SSL-enabled client
workstations. Using the Secure Gateway makes firewall traversal easier and
provides heightened security by providing a single point of entry and secure
access to your server farms.

Consoles for Managing Your Deployment

Citrix provides two consoles for managing servers and farms both locally and
remotely.

This diagram shows local and remote control monitoring of a server farm using the
management consoles.
16 Getting Started With Citrix Presentation Server Document Center

Citrix Access Management Console

For Citrix Presentation Server, use the Access Management Console to manage
applications, servers, and farm properties. Create a variety of reports, configure
application access (both through the Web Interface and Program Neighborhood
Agent), and support Conferencing Manager guest attendee logons. In addition,
use the console to configure health monitoring tests, troubleshoot alerts, diagnose
problems in your farms, view hotfix information for your Citrix products, and
track administrative changes made with the console. For more information about
the console, see “Citrix Access Management Console” on page 26.
The Access Management Console provides additional benefits for Platinum
Edition customers—a single point of access for managing and monitoring the
password management, SmartAccess, and access control features of the Platinum
Edition.

Citrix Presentation Server Console

Use the Presentation Server Console to connect to any single server farm in your
deployment, to set up policies and printers, and to manage application isolation
environments and zones for the entire farm. Use the console to access
management components available only with the Advanced and Enterprise
Editions of Citrix Presentation Server (see “The Citrix Presentation Server
Family” on page 17). For more information about the console, see “Citrix
Presentation Server Console” on page 27.

Extensible Solutions for Seamless Integration of

Functionality
Many additional features are available as part of various Citrix Presentation
Server solutions. You install and use only the features that you need on each
server and customize the server according to your needs and the role of the server
in your enterprise. Additional features include load balancing, system monitoring
and analysis, application packaging and delivery, server performance monitoring,
application streaming, and presentation and conferencing services. For more
information about these features, see “The Citrix Presentation Server Family” on
page 17.
Document Center C HAPTER 2

The Citrix Presentation Server

Family

Citrix Presentation Server is available in three tailored editions:

• Citrix Presentation Server Platinum Edition is the complete solution that
includes all of the features available with the Enterprise Edition and also
provides application performance monitoring powered by Citrix
EdgeSight; secure, remote access powered by Citrix Access Gateway;
SmartAccess; password management powered by Citrix Password
Manager; and self-service password reset for domain passwords.
• Citrix Presentation Server Enterprise Edition is designed for single-point
control of servers, licenses, and resources in large organizations and
multinational corporations. The Enterprise Edition enables all of the
features available with the Advanced Edition and also provides system
monitoring and analysis, application packaging and delivery, application
streaming, integration with third-party SNMP management consoles, and
the Citrix Presentation Server Management Pack for MOM.
• Citrix Presentation Server Advanced Edition is designed to give businesses
outstanding performance from applications running on a central server. The
Advanced Edition includes load balancing functionality.
These solutions enable you to install and license only those features and
components that you need on a specific server. Each solution is described in
detail:
• “What’s Included in Citrix Presentation Server Platinum Edition” on page
18
• “What’s Included in Citrix Presentation Server Enterprise Edition” on page
21
• “What’s Included in Citrix Presentation Server Advanced Edition” on page
25
18 Getting Started With Citrix Presentation Server Document Center

What’s Included in Citrix Presentation Server Platinum

Edition
Citrix Presentation Server Platinum Edition is the complete solution specifically
designed for large enterprises that require complete, secure access to applications
with performance monitoring and password management. It is designed for large
organizations and multinational corporations that provide always-on access and
that want to pinpoint network and application performance issues instantly.
The Platinum Edition enables all of the features included with the Enterprise
Edition and also provides:
• Application performance monitoring powered by Citrix EdgeSight for
Presentation Server
• Password management powered by Citrix Password Manager for
Presentation Server
• Secure remote access powered by Citrix Access Gateway

Citrix EdgeSight for Presentation Server

Citrix EdgeSight for Presentation Server is an end-to-end performance
management solution for computers running Citrix Presentation Server. It
monitors user sessions and server performance in real time, allowing you to
quickly analyze, resolve, and proactively prevent problems. Use EdgeSight to
ensure that users in your enterprise have the required resources to work more
productively.

Note Citrix Systems also offers Citrix EdgeSight for Endpoints, an end-to-end
performance management solution for end-user systems. For more information,
see the Citrix EdgeSight for Endpoints product documentation at
support.citrix.com.

Citrix Password Manager for Presentation Server

Citrix Password Manager is an enterprise-class single sign-on solution that
provides secure and managed access to Windows, Web, and host-based
applications running in the Citrix environment as well as local applications on the
desktop.
Users authenticate once and Password Manager does the rest, automatically
logging on to password-protected information systems, enforcing password
policies, monitoring all password-related events, and even automating user tasks,
including password changes.
Document Center Chapter 2 The Citrix Presentation Server Family 19

Designed to work seamlessly with all components in the Platinum Edition,

Password Manager adds value to each of the component products:
• Citrix Presentation Server. Password Manager provides single sign-on access
to password-protected applications published on servers running Presentation
Server.

• Citrix Access Gateway. Users authenticate once and Password Manager passes
their credentials through to any information and application resource available
in the secure, personalized computing environment.
Password Manager provides a broad range of solutions:
• Centralized password management solution that can enforce a verifiable
security policy for current and legacy applications

• Allow users to reset their Windows passwords and unlock their Windows
accounts

• Time-saving Hot Desktop feature to allow users to quickly access their own
environment on a shared system

Access Gateway
Citrix Access Gateway is a universal SSL VPN appliance that provides a secure,
always-on, single point-of-access to all applications and protocols. It has all of
the advantages of IPSec and SSL VPNs, without their costly and cumbersome
implementation and management. Customers who purchase the Access Gateway
and Platinum Edition are entitled to the Advanced Edition of Access Gateway,
which includes Advanced Access Control. Use Advanced Access Control to
finely control both the resources users can access and what actions they can
perform, facilitating regulatory compliance. Access Gateway delivers the best
access experience for everyone: secure access to corporate data for the business,
easy access for users, and easy administration and management for IT.
The Advanced Access Control software included with your Platinum Edition
expands your Access Gateway environment and provides your users with the
following standard features.

SmartAccess
SmartAccess analyzes the access scenario and then delivers the appropriate level
of access without compromising security. Depending on who and where users are
and what device and network they are using, users are granted different levels of
access, such as the ability to preview, but not edit, documents.
20 Getting Started With Citrix Presentation Server Document Center

Advanced Access Control provides SmartAccess through two key phases: sense
and respond. In the sensing phase of SmartAccess, the system analyzes the user’s
access scenario and then responds with an appropriate level of access. Granted or
denied are no longer the only answers to an access attempt because organizations
not only control which resources users get access to based on their access
scenario, but how they can use these resources when they gain access. For
example, a user at an airport kiosk could be allowed to only preview or read email
attachments and files but would not be allowed to download, edit, or print these
files. However, that same user working from home may be granted full download,
editing, and printing capabilities. In addition, Advanced Access Control
integrates seamlessly with Citrix Presentation Server to give organizations this
same level of granular control over published applications.

SmoothRoaming
Advanced Access Control supports SmoothRoaming technology by ensuring that
as users move between devices, networks, and locations, the appropriate level of
access is configured automatically for each new access scenario.

Secure by Design
Advanced Access Control provides users with access that is inherently secure by
design, protecting both the security of company information as well as the
integrity of the network.
SmartAccess, SmoothRoaming, and Secure by Design technologies work
together by combining the following features:

Integrated endpoint security. Provides continuous real-time monitoring to

ensure that the device is safe to connect and remain connected to the network.
Endpoint analysis further evaluates the integrity of connecting devices and allows
you to tailor the level of access you grant in policies according to analysis results.

VPN connectivity. Network resources enable direct SSL virtual private

network (VPN) connectivity to servers, services, and networks within the
corporate LAN.

Action controls. Allow administators to set policies that allow or deny viewing,
editing, and saving documents depending on the user’s identity, device, location
and connection.

Mobile device awareness. Refactors email and file interfaces for personal
digital assistants (PDAs) and small form factor devices.

Browser-only access. Provides access with any Web browser on any device to
Web sites, files, and email. You can automatically render Microsoft Office
documents for HTML Preview.
Document Center Chapter 2 The Citrix Presentation Server Family 21

Secure access to Web-based email and files. Provides access to corporate

email securely over the Internet through a Web-based user interface. Allows users
to securely access Microsoft Outlook and Lotus Notes in real time and
synchronize information for offline use. Enables access to corporate network file
shares securely over the Internet through a Web-based user interface.

Advanced Presentation Server integration. You can use endpoint analysis and
client location to control which published applications are available to the user.
This feature extends SmartAccess to Presentation Server, including the use of
Advanced Access Control filters to control local client drive mapping, clipboard
operations, and local printer mapping.

Multilingual support. Provides full server and client support for Japanese,
German, French, and Spanish.

Standards-based encryption. Uses industry-standard SSL encryption to

provide secure access to corporate resources.

Common management platform. Provides a unified framework containing

client and server configuration, licensing, monitoring, and reporting tools for
administrative simplicity, business visibility, and corporate security.

What’s Included in Citrix Presentation Server Enterprise

Edition
Citrix Presentation Server Enterprise Edition offers robust management
capabilities specifically designed for single-point control of servers, licenses, and
resources. It is designed for IT administrators in large organizations and
multinational corporations who must manage complex networks that include
diverse devices and operating systems.
The Enterprise Edition enables all of the features included with the Advanced
Edition and also provides:
• System monitoring and analysis using Resource Manager for Citrix
Presentation Server
• Application packaging and delivery using Installation Manager for Citrix
Presentation Server
• Systems management capabilities using Network Manager for Citrix
Presentation Server and third-party SNMP management consoles
22 Getting Started With Citrix Presentation Server Document Center

• Performance monitoring of servers in the Microsoft Operations Manager

2000 and 2005 environments using the Citrix Presentation Server Provider
and the Citrix Presentation Server Management Pack
• Application streaming.

Resource Manager for Citrix Presentation Server

Resource Manager enables you to collect, display, and analyze data about system
performance, application use, and user activity.
Resource Manager can track and store information about a wide variety of system
and network processes and events. If the value of these metrics falls outside
normal limits, Resource Manager can warn you by email and pager alerts.
You can also use Resource Manager to store longer term data in an external
Microsoft SQL Server or Oracle database.You can use the summary database to
retrieve historical records on processes, server events, server metrics, user
activities for individual servers or groups of servers, and alerts. You can also
generate bills based on resource usage.
For more information about Resource Manager, see Monitoring Server
Performance with Citrix Presentation Server.

Installation Manager for Citrix Presentation Server

You can use Installation Manager to install applications on the servers in your
server farm from a central location.
Installation Manager lets you install an application package, such as Microsoft
Office 2000, from one server to all the servers in a domain or in a server farm.
Use Installation Manager whenever you need to deploy applications, files, service
packs, or software patches on the servers in your server farm.
You can automate the application installation process, enabling the replication of
published applications to computers running Citrix Presentation Server across the
enterprise. Automating the process enables you to save time and reduce errors
when installing many applications or applications that are frequently updated.
Installation Manager is installed automatically with Citrix Presentation Server
Enterprise Edition.
For more information about Installation Manager for Citrix Presentation Server,
see the Installation Manager Administrator’s Guide.
Document Center Chapter 2 The Citrix Presentation Server Family 23

Network Manager for Citrix Presentation Server

Network Manager allows you to remotely control and monitor the status of
computers running Citrix Presentation Server Enterprise Edition, using a third-
party SNMP management console.
Network Manager consists of the SNMP Agent for Citrix Presentation Server,
installed automatically as part of Citrix Presentation Server Enterprise Edition,
and plug-ins for supported SNMP management console applications. Using a
third-party SNMP management console, you can terminate processes, send a
message to, log off, or disconnect from an active ICA session on a computer
running Citrix Presentation Server Enterprise Edition.
Network Manager also includes the Management Information Base (MIB)
definition file for Citrix Presentation Server. You can use any SNMP
management console application that supports MIB browsing to monitor and
control computers running Citrix Presentation Server.
The Network Manager plug-ins interact with the SNMP management consoles
through API calls provided by the SNMP management consoles. The Network
Manager plug-ins automatically:
• Explore and gather information from servers on which the SNMP Agent is
enabled
• Update the gathered data on the network map
• Log server traps in the event database
Network Manager includes Windows plug-ins for the following SNMP
management console applications:
• Tivoli NetView
• HP OpenView Network Node Manager
• CA Unicenter
For details about the versions of the SNMP management consoles that the
Network Manager plug-ins support, see the Network Manager Administrator’s
Guide.
24 Getting Started With Citrix Presentation Server Document Center

Citrix Presentation Server Provider and

Citrix Presentation Server Management Pack
Working together, the Citrix Presentation Server Provider for Microsoft
Windows Management Instrumentation (Citrix Presentation Server Provider) and
the Citrix Presentation Server Management Pack for Microsoft Operations
Manager (Citrix Presentation Server Management Pack) enable system
administrators to monitor the health and availability of server farms running
Citrix Presentation Server Enterprise Edition. This enables administrators to
anticipate and react quickly to any problems that may occur.
Windows Management Instrumentation (WMI) is the standard management
infrastructure included as part of Microsoft Windows 2000 or later. Two key
components of WMI are WMI providers and WMI consumers.
The Citrix Presentation Server Provider is a WMI provider that extracts
information about the server on which it is installed and the farm in which the
server is a member. The Citrix Presentation Server Provider presents the
information to a WMI consumer, such as Microsoft Operations Manager, a
management solution for Microsoft Windows 2000 server deployments.
The Citrix Presentation Server Management Pack is a plug-in to Microsoft
Operations Manager that interprets and reports information supplied by the Citrix
Presentation Server Provider. The Management Pack also includes an extensive
knowledge base with links to Citrix Knowledge Center articles and other sources
of information that administrators can use to interpret events and troubleshoot
problems.
The Citrix Presentation Server Management Pack requires the Citrix Presentation
Server Provider to be installed on every server about which you want to gather
information.
For more information about using Citrix Presentation Server with Microsoft
Operations Manager and WMI, see the Management Pack Administrator’s Guide
and the Provider for Microsoft Windows Management Instrumentation
Administrator’s Guide.

Citrix Application Streaming

The application streaming feature simplifies application deployment to users.
With the application streaming feature, you can install and configure an
application on one file server and deliver it to any desktop or server on demand.
Upgrading or patching an application is simple, because you are required only to
update or patch an application stored in one place: on the file server.
Document Center Chapter 2 The Citrix Presentation Server Family 25

The application streaming feature offers the following benefits to enterprises:

• Cost effective, scalable application delivery to users and servers

• Lower cost of installing and maintaining applications and servers in large

farms
• Access any application, anywhere, anytime regardless of connection

• There are additional benefits when streamed applications are run on client
desktops:
• Optimal utilization of computing resources
• Elimination of application compatibility issues
• Elimination of peripherals-access issues
Your organization can profit from these benefits by taking advantage of the many
streaming features included with this release of Presentation Server.
Your Presentation Server Enterprise or Platinum Edition includes connection
licenses for application streaming for desktops.

What’s Included in Citrix Presentation Server Advanced

Edition
Citrix Presentation Server Advanced Edition is designed to provide a predictable
computing experience with outstanding performance from applications running
on a central server. This section describes the components included with the
Advanced Edition.

Citrix Presentation Server

Citrix Presentation Server is the server component of Citrix’s access
infrastructure computing solutions.
You install Citrix Presentation Server on one or more servers, and install and
publish the applications, server desktop, or other resources that you want users to
access.
For each server farm, you need a database called a data store. Citrix Presentation
Server uses the data store to centralize configuration information for a server
farm in one location. The data store maintains information about the servers,
applications, and administrators in the server farm. Using a data store ensures a
scalable and flexible system for managing your servers.
26 Getting Started With Citrix Presentation Server Document Center

Depending on the size and complexity of the server farm, you can use a
Microsoft-supplied database tool or a true client/server database. Microsoft
Access and Microsoft SQL Server Express are suitable for small to mid-size
server farms. Client/server databases such as Oracle, Microsoft SQL Server, or
IBM DB2 are suitable for server farms of any size.
For conceptual information and procedures about how to install, configure, and
maintain Citrix Presentation Server, see the Citrix Presentation Server
Administrator’s Guide.

Citrix Access Management Console

The Access Management Console extends your ability to manage your
deployment by integrating many of the administrative features of your Citrix
products into the Microsoft Management Console (MMC). The Access
Management Console is a stand-alone snap-in to the MMC. Management
functionality is provided through a number of management tools (extension snap-
ins) that you can select when you install the Access Management Console or at
any time later.
Use the Access Management Console to carry out the following tasks:
• Manage applications and servers in multiple farms. For example, you can
publish applications and configure farm and server properties.
• Manage client sessions and server processes.
• Create Citrix administrators and modify their privileges.
• Monitor server performance, and display performance data.
• Get context-sensitive information about alerts.
• Create reports.
• Configure application and content access, and Conferencing Manager guest
attendee logons, using the Web Interface.
• Create trace logs to assist Citrix Technical Support with problem analysis.
• View Citrix hotfix information.
• Manage your Password Manager environment (Platinum Edition only)
• Administer your Access Gateway appliance (Platinum Edition only)
You can install the Access Management Console on computers running Citrix
Presentation Server. Alternatively, you can install it on a workstation. This allows
you to log on to and manage your servers remotely.
Document Center Chapter 2 The Citrix Presentation Server Family 27

You install the Access Management Console from either the server CD or the
components CD. For information about how to install, configure, and use the
Access Management Console, see the Citrix Presentation Server Administrator’s
Guide. See the Help in the console for additional information about using this
tool.

Citrix Presentation Server Console

You can use the Presentation Server Console to manage any single server farm in
your deployment. Use the Presentation Server Console to:
• Create policies for users’ connections
• Set up and manage printers
• Manage application isolation environments
• Manage zones
• Manage Load Manager, Resource Manager, Installation Manager, and
Network Manager
You can install the Presentation Server Console on computers running Citrix
Presentation Server. Alternatively, you can install it on a workstation. This allows
you to log on to and manage your servers remotely.
You install the Presentation Server Console from the server CD. For information
about how to install, configure, and use the Presentation Server Console, see the
Citrix Presentation Server Administrator’s Guide. See the Help in the console for
additional information about using this tool.

Citrix Presentation Server Clients

After you install Citrix Presentation Server and publish your resources, you can
connect to your Windows applications from virtually any client device and
platform, including:
• All Windows platforms
• Java
• Linux and UNIX operating systems
• Windows CE handheld computers and Windows-based terminals
• DOS
• OS/2 Warp
• Macintosh
28 Getting Started With Citrix Presentation Server Document Center

You install client software from the components CD. For an introduction to the
methods you can use to deploy clients, see the Citrix Presentation Server
Administrator’s Guide. Each client also has a separate Administrator’s Guide to
help you deploy and configure the client.
Citrix continually updates its client software to support new client computing
platforms and operating system versions. Visit the Citrix Web site download area
at http://www.citrix.com/download/ for information about new and updated
clients.

Citrix Web Interface

Using the Web Interface, you can create stand-alone Web sites for application
access or Web sites that you can integrate into your corporate portal. Deploying
the Web Interface involves the interaction of three network components:
• A server farm
• A Web server on which you install the Web Interface
• A client device with a Web browser and, depending on the platform you
choose, client software
See the Web Interface Administrator’s Guide for instructions about how to install,
configure, and customize the Web Interface. Note that before you install the Web
Interface you must install the Access Management Console.

The Secure Gateway

The Secure Gateway enables you to secure access to server farms, which host
published resources that network users can access over the LAN or WAN, and to
access centers, which allow access to Web content, internal Web servers, and
published resources. The Secure Gateway transparently encrypts and
authenticates all user connections to protect against data tampering and theft.
When a user clicks an application icon using the Web Interface, the Web
Interface contacts a service called the Secure Ticket Authority (STA) for a
“secure ticket.”
The user’s connection to the application is then routed through the Secure
Gateway, which is usually in the demilitarized zone (DMZ). The Secure Gateway
server validates the ticket with the STA. If the ticket is valid, the STA provides
the address of the server that can provide the application.
You install the Secure Gateway from the components CD. The STA is
automatically installed with Citrix Presentation Server; it does not have to be
installed on a separate server.
Document Center Chapter 2 The Citrix Presentation Server Family 29

For more information about the Secure Gateway, see the Secure Gateway for
Windows Administrator’s Guide.

Citrix SSL Relay

If you want to secure all communications within your environment using SSL or
TLS, you can use Citrix SSL Relay to secure communications among supported
clients, the Web Interface, and computers running Citrix Presentation Server.
To deploy Citrix SSL Relay, you need server certificates on each computer
running Citrix Presentation Server or the Web Interface.
Citrix SSL Relay is a feature of all Citrix Presentation Server installations.
For more information about Citrix SSL Relay, see the Citrix Presentation Server
Administrator’s Guide.

Conferencing Manager for Citrix Presentation

Server
This component adds intuitive application conferencing to Citrix Presentation
Server that eliminates the geographical distance between team members,
increases the productivity of meetings, and allows easy collaboration.
Citrix Presentation Server Advanced Edition is designed with the small to
medium business in mind. The Advanced Edition enables all of the features
included with the Standard Edition and also provides advanced load management
using Load Manager.

Load Manager for Citrix Presentation Server

You can set up, monitor, and balance the server and published application loads
in a server farm so that users can run the published applications they need quickly
and efficiently.
The criteria you define in Load Manager determine which servers are least busy
and can best run an application. When users launch published resources, Load
Manager selects which server will run the application or desktop session, based
on server load. Load Manager ensures that the application runs on a server that is
not overloaded, and so improves performance for users.
Using Load Manager also offers increased availability. By configuring a pool of
servers capable of running your users’ applications, you can easily bring servers
off-line for maintenance or add more servers for increased performance without
affecting application availability.
Load Manager is installed automatically when you install Citrix Presentation
Server Advanced Edition. For more information about Load Manager for Citrix
Presentation Server, see the Load Manager Administrator’s Guide.
30 Getting Started With Citrix Presentation Server Document Center
Document Center C HAPTER 3

New in this Release

This chapter introduces you to the new features and enhancements included in
this release of Citrix Presentation Server, which strengthen support in the
following areas:
• Continuous availability
• Enhanced end user experience
• Easy application deployment
• Secure access
New features and enhancements are available in all editions of Citrix Presentation
Server unless stated otherwise.
For detailed information about system requirements, configuration, and usage
instructions, see the Citrix Presentation Server Administrator’s Guide.

Continuous Availability
The following new features significantly reduce end user down time and increase
the consistency of user access experience.

Configuration Logging
Configuration Logging enables you to keep track of administrative changes made
to your server farms: which administrator made the change, what the change was,
and when it was made. It also enables you to revert those changes if necessary.
You can also create a Report Center report that lists these details, and also
indicates whether or not the change was successful, the object the change
affected, and various further details of the change. For further information on how
to configure and use Configuration Logging, see the Citrix Presentation Server
Administrator’s Guide.
32 Getting Started With Citrix Presentation Server Document Center

Health Monitoring & Recovery

You can proactively monitor farm health by running Health Monitoring tests on
servers to ensure that if one of them has a problem (for example the Citrix IMA
Service may be down, or there may be a problem with Terminal Services), this does
not interfere with the user’s ability to access the application through another server.
You can specify different recovery actions to be taken automatically if a server fails
a test; these include restarting the server or preventing it from being used for load
balancing until the problem is fixed.
Citrix supplies a set of tests that run by default on all servers, and you can also
supply your own or third party tests.
Health Monitoring & Recovery is available only with the Platinum and Enterprise
Editions of Citrix Presentation Server. For further information on Health
Monitoring & Recovery, see the Citrix Presentation Server Administrator’s
Guide.

Non-Administrator Client Installation

Users who do not have administrator privileges on a locked down device, such as
a computer in an Internet cafe or a kiosk, can download and install a modified
Web Client on a per user basis. In this way, users can have secure, remote access
to their applications. For further information on non-administrator client
installation, see the Clients for Windows Administrator’s Guide.

Enhanced End User Access Experience

End user access experience is enhanced by the increased responsiveness of
graphics-intensive applications offered through SpeedScreen Progressive
Display. This feature also facilitates remote use of these graphics-intensive
applications and reduces bandwidth usage.
A lossy compression scheme reduces the size of image files for faster throughput.
The compression scheme removes redundant data while attempting to minimize
the loss of information. In this way, SpeedScreen Progressive Display offers you
a trade-off between the quality of photographic image files as they appear on
client devices and the amount of bandwidth the files consume on their way from
server to client.
For further information on SpeedScreen Progressive Display, see the Citrix
Presentation Server Administrator’s Guide.
Document Center Chapter 3 New in this Release 33

Easier Application Deployment

You can install and configure an application on one file server and the application
is streamed to any other server on demand. Upgrading or patching applications is
quick, because only one installation needs to be updated.
Application streaming offers the following benefits to enterprises:
• Cost effective, scalable application delivery to end users
• Lower installation and maintenance costs for applications and servers in
large farms
• Access to any application, anywhere, any time, regardless of connection
Application streaming is available only with the Enterprise Edition of Citrix
Presentation Server. For further information, see the Citrix Application Streaming
Guide.

Secure Access
Citrix’s optimized secure architecture now provides Advanced Encryption
Standard (AES) support. It also protects clients and users from connecting to
untrusted servers. Clients can specify the requirements for trust and determine
whether or not they trust a connection to the server.
For example, a client connecting to a certain address (such as https://*.citrix.com)
with a specific connection type (such as SSL) is directed to a trusted zone on the
server. This trust relationship increases the confidence of client administrators
and users in the integrity of data on client devices and prevents the malicious use
of client connections. For further information on trusted server configuration, see
the Clients for Windows Administrator’s Guide.

Further Enhancements in this Release

Further enhancements in this release include:

Alerts storage and reporting. Alerts can now be stored in the Resource
Manager summary database, together with related information such as when the
alert occurred and which server was affected. This enables you to create a report
listing all the alerts that were generated during a particular period of time. For
further information on alerts storage and reporting, see Monitoring Server
Performance with Citrix Presentation Server.
34 Getting Started With Citrix Presentation Server Document Center

Microsoft Operations Manager 2005 support. The Citrix Presentation Server

Management Pack now provides full support for MOM 2005 features. For further
information, see the Management Pack Administrator’s Guide.

Monitoring profiles. Rather than configuring metrics for each server, you can
configure a set of metrics, save them as a monitoring profile, then apply that
profile to a range of servers. For further information on monitoring profiles, see
Monitoring Server Performance with Citrix Presentation Server.

Automatic proxy detection support. Proxy servers can be automatically

detected: this means users do not have to configure the proxy server manually. In
larger environments, this also means administrators do not have to support
incorrect or dynamic configurations. For further information, see the Clients for
Windows Administrator’s Guide.

Program Neighborhood Agent backup URL support. Administrators can

specify backup URLs for Program Neighborhood Agent in their Web Interface
configuration. In addition, if Program Neighborhood Agent cannot connect to the
Web Interface, administrators can specify backup URLs in a new .MSI package
property. For further information, see the Web Interface Administrator’s Guide.

Multilingual user interface. The Windows Installer package automatically

installs the clients in all supported languages. Beginning with version 10.0 of the
Clients for Windows, language-specific installation packages are no longer
available. For further information about the multilingual user interface, see the
Clients for Windows Administrator’s Guide.

Subscription Advantage Customers: Resetting

the Product Edition
For Subscription Advantage customers who have Standard Edition deployments,
your Subscription Advantage agreement may entitle you to upgrade to
Presentation Server 4.5 Advanced Edition. Check with your Citrix reseller for
eligibility requirements.
Because of the difference between the editions, it is necessary for you to change
the edition of your farms from Standard to Advanced. You must also upgrade
your licenses as described in the Citrix white paper Licensing: Migrating,
Upgrading, and Renaming, found at
http://support.citrix.com/article/CTX108655.

To change the edition of a server from Standard to Advanced

1. From the Access Management Console, expand the farm and Servers
nodes, and select the server whose edition you want to change.
2. From Other Tasks, choose Set server edition.
Document Center Chapter 3 New in this Release 35

3. In Set Citrix Presentation Server Edition, choose Citrix Presentation

Server, Advanced Edition, and click OK.
Repeat this procedure for each upgraded server in the farm.
36 Getting Started With Citrix Presentation Server Document Center