As the 2015 survey showed, the Desktops-as-a-Service market continues to grow.

Many existing Hosted Service Providers now want to join the DaaS community to add hosted desktops and applications into their portfolio. In doing so, they can combine their existing hosted services like Exchange, Lync, SharePoint, file storage, and so on, to offer businesses the complete cloud hosted workspaces.

To grow and scale the DaaS business, automating customer on-boarding and management process to reduce the time to market is the key. Citrix CloudPortal Services manager (CPSM) is the only self-service control panel and automation tools in the market that has the native integration with the latest Citrix XenApp/XenDesktop, App Orchestration, and ShareFile technologies to provide the complete DaaS solution.

However, the difficulty that some services providers face is, they have the existing environments with hosted services and customers managed either manually or via third party control panels; how do they migrate to CloudPortal Services Manager in their existing environment instead of building a new infrastructure to reduce the cost and maintain the customer service continuity? At Citrix Worldwide Professional Services, we have a tool to help.

How it Works

Every existing multi-tenant active directory environment no matter managed manually or via a control panel tool, normally has a pattern for hosted customers’ OUs and identifier, CloudPortal Services Manager once been installed, it can be configured to match your current settings. Here is the overview of the process to help you migrate existing customers and users.

Fine Tune Your CloudPortal Services Manager

The flexibility of this product allows you to manage your customer tenants in many different ways. Most service providers deploy CloudPortal Services Manager with its default settings. However for migration purpose, the best practice is to fine tune the settings to match your existing environment as part of the preparation for the migration. This includes the configurations like:

  • Active Directory base OU(s) for hosted customers
  • Customer OU naming pattern
  • Customer sub OU structure
  • User Active Directory common name pattern
  • User sAMAccountName and UPN pattern

If you have existing Microsoft Exchange service offerings in place, make sure you enable and configure Exchange service in CloudPortal Services Manager with appropriate customer and user plans to match your existing offerings.

Create the Existing Customer in CloudPortal Services Manager

After you have completed the configuration preparation, it’s time to take an existing test customer for a trial run.

First, create that test customer in CloudPortal Services Manager with the same company name and customer code (or the identifier). The provisioning process will search for the customer’s existing OU in Active Directory.

Import the Existing Users

Importing existing users is no longer the most difficult and time consuming task, the tool makes the process straightforward and easy to manage.


Navigate to the Exiting AD User Import page, select your customer to import users into, browse to the target AD OU, tick the users, and click Import. It’s that easy!


What If the Customer Has Exchange Accounts

If the customer has existing Exchange users, then provision Exchange service to the customer with relevant customer plan, and provision the service to the imported users with relevant user plans that you have prepared during the “fine tune” stage.

For large amount of users with the same mailbox settings, e.g. storage limit and enabled protocols like MAPI, the multi-user service provisioning feature in CloudPortal Services Manager will help simplify the process by provisioning in bulk.

The Exchange service provisioning in CPSM for the existing Exchange users will not create new mailboxes for these users but instead, it will link the imported users in the portal to their existing mailboxes so that all their mail items are intact.

What about the existing contacts and distribution groups of the customer? The Exchange Objects Import tool can help you to achieve that.


Moving Forward

Now you have on-boarded the existing customers, and are ready to offer hosted apps and desktops to them as well as to the new customers. CloudPortal Services Manager’s easy-to-use self-service portal simplifies your hosted workspace management, it can expand-as-you-grow to manage multiple active directory forests, geographic locations and datacenters, extend new service integrations and diversify offerings. So get the most out of the flexible and extendable platform, and manage your DaaS and hosted workspace delivery at scale.

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