CTX133965 PVD Deployment Hina 18th July 2012
CTX133965 PVD Deployment Hina 18th July 2012
CTX133965 PVD Deployment Hina 18th July 2012
Table of Contents
Table of Contents .............................................................................................................................................. 2 Overview ............................................................................................................................................................. 3 Implementation Guide ...................................................................................................................................... 4 Pre-requisites ...................................................................................................................................................... 5 Preparing PVS vDisk to be used with Personal vDisk................................................................................. 6 Creating a Desktop Group with Personal vDisk enabled ..........................................................................16 Creating Streamed Virtual Machines to be used with Personal vDisk .....................................................21 Creating Desktop Group ................................................................................................................................27 Updating the Provisioning Services vDisk ...................................................................................................30 Resizing the Personal vDisk ...........................................................................................................................32 Resetting the Personal vDisk .........................................................................................................................36 Capturing Personal vDisk Log Files .............................................................................................................39 Preparing the base Virtual Machine to be used with PvD and MCS .......................................................41 Creating pooled Virtual Machines using Machines Creation Services .....................................................43 Validation Scenario ..........................................................................................................................................50 Product Versions..............................................................................................................................................56 Revision History ...............................................................................................................................................56
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Implementation Guide
Prerequisites for SQL database, Citrix Licensing, XenDesktop Controller, and Provisioning Services. Preparing Provisioning Services vDisk to be used with personal vDisk. Creating a Citrix XenDesktop site with a Desktop Group featuring personal vDisks. Creating streamed Virtual Machines with personal vDisks using XenDesktop Setup Wizard. Updating the master vDisk and the personal vDisk inventory. Resizing the personal vDisk. Resetting the personal vDisk. Capturing personal vDisk log files. Preparing the base Virtual Machine to be used with personal vDisk and MCS. Creating pooled Virtual Machines with personal vDisks using MCS. Final validation steps.
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Citrix Licensing
Prerequisites for Citrix Licensing Server 11.10: edocs.citrix.com For the purposes of this guide, it is assumed that the Citrix Licensing Server is already installed and configured. Note: Step-by-step installation instructions are available on the XenDesktop Deployment Guide CTX132111
Desktop Controller
Prerequisites for XenDesktop Controller: edocs.citrix.com For the purposes of this guide, it is assumed XenDesktop 5.6 is already installed. Note: Step-by-step installation instructions are available on the XenDesktop Deployment Guide CTX132111
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Click Connect.
***NOTE*** Installation of the Provisioning Services software including the console and configuration of the farm is required before this step.
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Expand the Provisioning Services Farm node and select vDisk Pool. Right-click on Win7 vDisk on the right panel and select Versions
***NOTE*** A virtual disk needs to be created from the base Virtual Machine to complete this step. Information about creating a new vDisk can be found on the Provisioning Services 6.1 product documentation. 5
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***NOTE*** You can also install the VDA in private image mode and then start creating new versions of the vDisk. 7
On the left pane Expand Device Collections. Select Desktops. Right-click on the target device and select Properties.
***NOTE*** You need to add the target device you used to create the vDisk to the PVS Console.
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Description
From XenCenter, right-click on the target device (target used to create the vDisk) and select Start to start the Virtual Machine.
10 Click on the Console tab of the target device. Select version 1) [maint] and press enter.
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Description Once the target device starts, log on as Domain Administrator. Open Windows Explorer and navigate to the XenDesktop 5.6 cd. Double-click AutoSelect to start XenDesktop installation. Select Install Virtual Desktop Agent.
***NOTE*** You need to access the XenDesktop CD from the target device. 12 Select Advanced Install.
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Description
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Description
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***NOTE*** With the XenDesktop 5.6 VDA, personal vDisk technology is always installed, yet remains in a disabled state until it is enabled. This step enables the feature. Personal vDisk utilizes V:\ as a reserved drive by default. In some circumstances, this might conflict with existing enterprise standards. Verify that this conflict does not exist prior to proceeding with installation of the VDA.
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Description
***NOTE*** In this scenario, the Desktop Controller is configured in the Virtual Desktop Agent. This can be done at a later time by using Group Policy or the setup wizard.
18 Validate all settings for the Virtual Desktop Agent Configuration. Default settings has the following options selected (enabled): o o o o o XenDesktop Controller Communications Optimize XenDesktop Performance User Desktop Shadowing Real Time Monitoring Use Real-time Transport for Audio
Once all settings have been validated, click Next to proceed to the installation Summary validation for the XenDesktop Virtual Desktop Agent.
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Description
***NOTE*** These settings create various exceptions for ports in Windows Firewall. Consult your Desktop Security team to ensure that settings comply with your enterprise standards. Refer to the Citrix Knowledge Center article CTX126969 for more information regarding these settings. 20 Upon successful completion of the wizard, a screen appears. This screen shows which components were installed. Validate that the XenDesktop Virtual Desktop Agent was presented. Ensure to select Restart Machine (required to complete install). Click Close to end the installation of the XenDesktop Virtual Desktop Agent.
***NOTE*** Your Windows 7 workstation automatically restarts when you click Close. Ensure to save any unsaved work prior to clicking Close.
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Description
***NOTE*** If a message about Citrix Receiver shows up upon logging in the first time, it can be ignored for this step. 22 Click on Start -> All Programs -> Citrix -> Update Personal vDisk.
23 The Personal vDisk inventory is updated and the machine is shut down when complete.
***NOTE*** It might take a few minutes for the inventory to update. 24 Switch back to the Provisioning Services Server. From the Provisioning Services Console, select vDisk Pool. Right-click on vDisk on the right panel and select Versions Select the Maintenance version and click Promote Set the version access to Production, click OK and Done.
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Description
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Description
4 Type your Citrix License Server. Click Connect. Select the appropriate license model for your company and click Next.
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Description
6 Type a name for the Host name. Select a network for the virtual machines to use. Click Next.
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Description
***NOTE*** Any storage targets defined/supported on the hypervisor might be used to store the Personal vDisk. Click Finish.
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Description
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Description
2 Click Next on the welcome screen. Enter the address (or IP address) of the XenDesktop Controller.
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Description
4 Type the password for your XenServer and click Log On. Select the template for the host. Click OK.
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Description
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Description
9 Set the number of virtual machines to create. Allocate the desired amount of vCPUs and Memory per virtual machine. Set the Personal vDisk size and the drive letter to be used by the Personal vDisk. Click Next.
***NOTE*** The P: drive must not conflict with a reserved network drive on your corporate network. The P: drive comprises of the C:\Users (in Win 7) folder. This contains user data, documents, and the user profile. By default XenDesktop uses the drive P: but you can choose a different drive letter.
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Description
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Description
Click Done when Setup is complete.
12 In XenCenter, click on one of the Virtual Machines created by the XenDesktop Setup Wizard. Select the Storage tab and verify that the personal vDisk was created according to your specifications. It appears as {prefix} pvdisk.
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2 Select the Catalog that was created from the XenDesktop Setup Wizard. Add the number of machines to be assigned. Click Next.
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4 Add a Display name. o Display name is presented as the Desktop group to the user in Web Interface.
Add a Desktop Group name. o Desktop group name is presented at the dashboard.
Click Finish.
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6 Settings and information regarding this XenDesktop site is presented and available for Administration. Desktop Group creation is now complete.
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Description
2 Select the streamed Virtual Machines. Right-click and choose Enable maintenance mode and click Yes.
3 Right-click on the streamed Virtual Machines and select Shut down. When prompted to confirm shut down, click Yes.
4 Switch to the Provisioning Services server and start the console. On the left panel select vDisk Pool. Right-click on vDisk to be streamed on the main panel and select Versions Click on New to create a new version of vDisk. Click Done.
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Description
***NOTE*** Updates to Provisioning Services vDisks and Machines Creation Services disks must be done on Virtual Machines that do not have a personal vDisk attached. Maintenance mode disables the PvD allowing the updates to be written to the base vDisks. 6 Login as Domain Administrator. Perform the vDisk updates. Click on Start > All Programs > Citrix > Update Personal vDisk The target device will be shutdown automatically when the inventory is done.
***NOTE*** Alternatively, you can just shut down the machine from inside the Windows after doing an update. You will be prompted to Update inventory as part of the shutdown sequence. 7 Open the Provisioning Services Console and select vDisk Pool on the left panel. Right-click on the vDisk to be streamed on the right panel and select Versions Select the maintenance version and click on Promote Set version access to Production with Availability Immediate Click OK and Done. Switch back to XenDesktop controller. Disable Maintenance mode for the streamed desktops (desktops are started automatically).
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Description
***NOTE*** It is important that you launch PoSH directly from Desktop Studio as instructed in this step and not independently through Windows; the new cmdlets will only run in a 32-bit console provided by Desktop Studio.
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Description
***NOTE*** Locate the script personal-vdisk-poolstats.ps1 in the Support\Tools\Scripts folder in the XenDesktop 5.6 media. For the personal-vdisk-poolstats script to work, enable the following on the Firewall of the base Virtual Machine before taking the inventory: 1. 2. File and Printer Sharing (SMB-In) Windows Management. Instrumentation (WMI-In).
4 View the current size and status of the Virtual Machines running personal vDisk.
5 From Desktop Studio on the left panel click on Machines. Double-click on Provisioning Services streamed catalog on the middle panel. Select the streamed Virtual Machines. Right-click and choose Enable maintenance mode and click Yes.
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Description
7 Execute .\resize-personal-vdiskpool cmdlet. Select the desired catalog by typing the number corresponding with its name.
***NOTE*** This script should be used only to increase the size of the PvD. It is not possible at this time to reduce the size of the PvD pool using this script. 8 Enter the desired size for the personal vDisks in GB. Enter Y to confirm. Enter the root credentials for your XenServer to initiate the resize.
***NOTE*** If you try to resize the PvD and the virtual machine is powered on, a message is displayed: Virtual Machine is currently powered on, cannot resize disk
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Description
From Desktop Studio on the left panel click on Machines. Double-click on Provisioning Services streamed catalog on the middle panel. Select the streamed Virtual Machines. Right-click and choose Disable maintenance mode and click Yes.
9 Start the virtual machines using Desktop Studio. From the Powershell command, execute .\personal-vdisk-poolstats. Review the results of the PowerShell script to ensure changes were completed.
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Verify from XenCenter that all virtual machines from the specified catalog had their personal vDisks resized.
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Description
2 Search for virtual machine hostname in which to reset the personal vDisk. Change the Maintenance mode to ON. Click on Reset Personal vDisk under Machine Details.
***NOTE*** Resetting a personal vDisk returns the application allocation to its original state. Data in the user profile will not be impacted. Once a reset has been completed, it cannot be undone and applications need to be re-installed or restored from backups.
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Description
Click Reset.
After the Virtual Machine has completely shut down, click Start from Power Control.
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Description
Disable the Maintenance Mode for the virtual machine. The machine is now able to accept user sessions again.
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Description
2 Type start %temp% to start windows explorer. Locate the PVDLOGS folder. The default location should be P:\Users\{user_account} AppData\Local\ Temp.
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Description
***NOTE*** Your environment might have just one vDeskServer-<#>.log file. In XenDesktop 5.6 logging is enabled by default for the Citrix personal vDisk feature and the log switch can be used in conjunction with ctxpvd.exe to automatically gather all relevant log files into a single PVDLOGS folder created under the %temp% directory.
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2 The Personal vDisk inventory is updated and the machine is shut down when complete.
***NOTE*** It might take a few minutes for the inventory to update. The initial Inventory is now complete and the machine is ready for use as a base image for Personal vDisk. 3 From XenServer, start the base virtual machine and login as Domain Administrator. Go to Control Panel -> Windows Firewall -> Advanced Settings -> Inbound Rules Enable File and Printer Sharing (SMBIn) for the Domain profile.
***NOTE*** For the personal-vdisk-poolstats script to work, step 3 and step 4 should be followed to enable these two firewall rules prior to performing the Virtual Machine Inventory.
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***NOTE*** The Base Virtual Machine is now ready for use as a XenDesktop Master image.
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***NOTE*** As noted earlier in this guide, Quick Deploy cannot be used when deploying Personal vDisk.
2 In the Create Catalog dialog window, select Pooled with personal vDisk in the Machine Type drop-down. Click Next.
***NOTE*** XenDesktop 5.6 adds two new catalog types. They look similar to dedicated desktops but can be thought of as a combination of Pooled Assigned and Dedicated desktops. This maintains the ability to use a centrally managed image yet also adds the Personalisation capabilities of dedicated desktops.
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4 Configure the settings as appropriate to your enterprise. Ensure that the correct numbers of Virtual Machines are selected and that sufficient resources are available on the XenServer Host to support the desired virtual machine specifications. Click Next to continue.
***NOTE*** The drive letter chosen for the end-user must not conflict with your corporate network.
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6 Validate that the Administrators permitted to use this Catalog are correct. Specify a catalog description. Click Next to continue.
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***NOTE*** It takes a couple of minutes to create the virtual machines. Once the desktop group creation has completed, the wizard returns to Desktop Studio. 8 Ensure that machine creation now states as complete in the center pane with the correct number of Virtual Desktops created. Click Configure in the User assignment pane to begin the process of assigning users to desktops.
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10 Click Add to add users to this Desktop Group. This brings up the Active Directory user selection screen. Determine the number of Desktops to be assigned per user and specify it in the text box at the bottom of the screen. Click Next to continue. Click Next on the Delegation screen.
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***NOTE*** The desktop type is displayed as Private Desktop. 12 Validate that the User Assignment appears in Desktop Studio. If successful, click on Go to site dashboard to verify settings and information.
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Validation Scenario
Users View Screenshot
1 FromXenCenter, start a Client Virtual Machine and login as a domain user. Start Internet Explorer and navigate to the XenDesktop logon site. Enter a username and password of an account with a Virtual Desktop provided by XenDesktop. Click Log On to continue.
Description
2 Observe the virtual desktops available for the end-user. Click the icon representing an assigned virtual desktop to initiate the connection. Allow the virtual desktop to fully load. A splash screen appears once the virtual desktop has fully loaded.
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Description
***NOTE*** If you get a message about HDX File Access, select Read/write access. 4 On the Virtual Desktop start a command window. Change directory to the root (p:\). Execute dir followed by dir /a. Look at UserData.VHD. This started as a copy of UserData.VDESK.TEMPLATE file. In a running virtual machine this is the V: drive which is hidden.
***NOTE*** The VHD file on the Hypervisor is mounted as P:\ on the virtual machine. Within the P:\ drive, the UserData.VHD, which originated as a copy of UserData.DESK.TEMPLATE file (in the base vDisk) is mounted as V:\ and is hidden. This is where the Apps and Machine state is captured. 5 Type fltmc and verify the Filter Name ivm exists in the list.
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Description
***NOTE*** CtxPvDSvc.exe is the process that corresponds to Citrix Personal vDisk service. 7 Open Windows Explorer. Double-click the Citrix Personal vDisk. Verify the folders present and the IvmSupervisor log.
8 From Desktop Studio, under Assignments, double-click on the desktop in use from the Streamed catalog. Verify: o o User is logged on to your desktop. This desktop is assigned to the specific User.
***NOTE*** This step is showing the user is assigned to a specific desktop upon his first login.
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Description
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11 From the streamed desktop, install an application. Start the application once to ensure any post installation routines complete successfully. Copy some data to My Documents. Notice the data is being copied to P:
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13 Depending on the amount of data copied, drive P:\ shows red when space is limited.
***NOTE*** Windows sees a personal vDisk as a normal disk. Running out of space is reported as such by the operating system.
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Product Versions
Product Citrix XenDesktop Citrix Provisioning Services Version 5.6 6.1
Revision History
Revision 0.1 0.2 1.0 1.1 Change Description Document Created Feedback Final Document Review Updated By WW Technical Readiness WW Consulting Solutions WW Technical Readiness Knowledge Center Team Date June 12, 2012 June 12, 2012 June 12, 2012 July 17th, 2012
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