This will give you a very basic setup to get you up, running and evaluating.  I will cover using INI files in this article and post a second article on using Group Policy Objects(GPO).  While the INI configuration approach provides a quick and easy way to get started on a few machines, if you wish to evaluate or try on more than a few machines, you should leverage the GPO configuration approach

Step 1: You need to download the package.  User Profile Manager (UPM) may be found in both the XenDesktop and XenApp download pages (listed below).  Depending on the status of your Subscription Advantage, you will have access to up to two links.  One link is for those with an entitled Subscription Advantage status and the other link available to all for evaluation purposes.  Also I should mention that you will start seeing us reference this technology as the Profile management feature (for both XenApp and XenDesktop).

-          XenApp https://www.citrix.com/English/ss/downloads/results.asp?productID=186&c1=pov1349748&c2=sot8218

-          XenDesktop https://www.citrix.com/English/ss/downloads/results.asp?productID=163057&c1=sot8218

The zip package you download will contain the install packages, ADM template for Group Policy and supporting documents (all of which are available in the Knowledgebase and the respective links are at the bottom of this article).

Step 2: You need to install the profile service. This service must be installed on each endpoint that you want to have user profiles managed by UPM (e.g. XenApp server, Desktops (XP, Vista), etc).  There are two MSI packages – one for 32-bit platforms and one for 64-bit.  The install is simple and straight forward.  After clicking next a couple times, the package will be installed.  There is nothing to configure at this point other than the target install directory if you desire something different than the default (which is c:\program files\citrix\user profile manager{}).

The target install directory is also where the INI files are located.  The settings in the INI files provide a default configuration.  The INI section naming translates directly to the GPO configuration settings.  By using the INI file, you have a basic configuration ready to go.  It is relatively easy to read and interpret what the INI configuration settings are having User Profile Manager capture and track.

Per the default configuration, UPM will capture the user’s entire profile (files and registry) and store it in the user’s home directory under a folder called ‘windows’ (you may change this to any folder name desired or use a fully qualified UNC target).  For files and folders this means everything in the user’s profile directory.  For example, on WinXP or Windows Server 2003 that would include everything in /Documents and Settings/%USERNAME%/.  For the registry this is the entire HKCU (NTUSER.DAT).  Thus you only need to be concerned with what to exclude (keeping the bad and bloating things out).  There are a few defined exclusions in the INI file for both file system and the registry which will provide you a good starting point for your test environment.

Side note: Keep in mind that by default, everything in the user profile is included.  Therefore you do not have to define anything in the include section except in certain circumstances.  For example, you would use inclusions to include any sub folders within excluded folders (e.g. you exclude Local Settings since this contains mostly temp garbage but then turn around and include the folders that actually contain useful application settings data like Local Settings\Application Data\Microsoft\Feeds and Local Settings\Application Data\Microsoft\Outlook).

Step 3: There is one setting change required to enable the service to start working – this is the ‘ServiceActive=’ setting.  By default, the service sits idle enabling customers to push this service out before enabling it (even though the service is ‘running’ in the services list, it does not manage anything).  Enabling the service is done by setting ServiceActive=1 in the General Settings section of the INI.  Also remove the semicolon at the beginning of the line otherwise the line will be interpreted as a comment.

And with that you are off and running.  All user accounts will be processed by default unless you assign an AD domain group in the configuration.  Also, Administrator accounts will be ignored (again by default).

You are ready now to test and evaluate away!  Enjoy.

To get a sense for what User Profile Manager is doing and to verify your settings you can enable the logging mechanism of User Profile Manager. This will be achieved by the setting LoggingEnabled=1. Logging details can be enabled by the remaining settings all in the Log Settings section.  ‘=1’ is on and ‘= ‘ or ‘=0’ is off.

CTX Articles (Documents and FAQS):

-          http://support.citrix.com/article/ctx118943 Admin Guide

-          http://support.citrix.com/article/ctx118944 Group Policy Template Reference

-          http://support.citrix.com/article/ctx119466 Logon/Logoff Chart

-          http://support.citrix.com/article/ctx119791 Technical FAQ

-          http://support.citrix.com/article/ctx119747 Licensing FAQ

-          http://support.citrix.com/article/ctx119039 Cross Platform Considerations FAQ

-          http://support.citrix.com/article/ctx119038 Troubleshooting FAQ