XenApp and XenDesktop Service Trial Checklist

Download as PDF

The XenApp and XenDesktop Service trial on Citrix Cloud will help demonstrate the value of the cloud-based platform. Cloud-based means centralized service management and simplified design and deployment of virtual apps and desktops – no matter where they’re deployed. Use this guide to prepare for your XenApp and XenDesktop Service trial.

Please note: To ensure a successful and a great customer experience, Citrix reserves the right to limit trials to a number of participants at one time. Please use the time you have until your trial is approved to prepare.

When you request the XenApp and XenDesktop Service trial, you’ll see the button status change to “Trial Requested” on the Citrix Cloud services page. You can see all trials you have requested and their status on the same page.

When your XenApp and XenDesktop Service trial is ready, you’ll be notified by email and the button will change from “Trial Requested” to “Manage”. Before you receive that email, it’s a good idea to start preparing for your trial.

Plan

We recommend you make five key decisions before starting your XenApp and XenDesktop Service trial.

Step Consideration Complete
1

Resource Locations
This is where your infrastructure resources are kept. They can be hosted on-premises, in the cloud, or in a hybrid configuration. How many resource locations will you have and where will they be?

For a comparison, please refer to What Are Resource Locations.


Yes

No
2

StoreFront Location
There are three deployment options for Citrix StoreFront – cloud hosted, on-premises, and a combination of cloud and on-premises. For a comparison of each option, please refer to Setting up StoreFront with Citrix Cloud.

NetScaler VPX Express is a virtual appliance limited to 1 Mbps of throughput that is available for a free 90-day trial.

For more information on NetScaler VPX Express, please refer to the NetScaler VPX FAQ.


Yes

No
3 Remote Access
Will your trial require remote access? If so, Citrix NetScaler Gateway is needed for each resource location accessed remotely.

Yes

No
4
Application Servers
Determine which applications will be included in the trial. For optimal performance, supporting data and application servers should be located in close proximity to the VDAs

Yes

No
5 Virtual Applications and Desktops
How many server and desktop VDAs are required for the trial. What operating systems will be used? How will they be created – using Machine Creation Services or a regular install?

Yes

No

Sample Architecture

The diagram below shows how an on-premises environment would be set up for Citrix Cloud. For the trial, you would just need to build and manage the resource location.

At a high-level, the Citrix Cloud consists of six layers.

Supports each resource location whether hosted on-premises or in the cloud

Step Prerequisite Complete
1.1

Two physical hosts with a minimum of 16 physical cores, 64GB RAM, 500GB HDD, and Citrix XenServer, Microsoft Hyper-V or VMware vSphere installed. You should also have an AWS or Azure account set up.


Yes

No
1.2

Skip this step if you’re deploying to cloud.

If using Hyper-V, the physical host should be managed using SCVMM. If using vSphere, the physical host should be managed using vCenter. Citrix XenServer does not require a separate management server.


Yes

No

Includes components that support the resource location, including the Citrix Cloud Connectors and Microsoft Active Directory domain controllers.

Step Prerequisite Complete
2.1

Ensure that the following supporting infrastructure is in your resource location:

  • Domain Controller – 2008 R2 functional level or higher
  • DNS Server
  • DHCP Server - create a scope with a minimum of 30 IP addresses.

If necessary, create a virtual machine (recommended name DC-01) with Microsoft Server 2012 R2 or Microsoft Windows Server 2008 R2 (2 vCPU, 4GB RAM, 60GB HDD) to host these roles.


Yes

No
2.2

Create a virtual machine (recommended name CC-01) with Microsoft Server 2012 R2 or Microsoft Server 2008 R2 (2vCPU, 4GB RAM, 40GB HDD). This machine will be used for the Citrix Cloud Connector.


Yes

No
Add the connector server to the Microsoft Active Directory forest containing the user accounts that will be used for the trial.
Yes

No
If using a VMware vCenter self-signed certificate, the certificate needs to be added to the Citrix Cloud Connector. For more information, please refer to VMware and Virtual Machine Management.
Yes

No
If using a Hyper-V and System Center Virtual Machine Manager (SCVMM), the SCVMM Console must be installed on the Citrix Cloud Connector.
Yes

No
The Citrix Cloud Connector requires outbound port 443 to be open with access to the Internet. The Citrix Cloud Connector supports connection to the Internet via a web proxy server. However, that web proxy must work with SSL/TLS encrypted communication. Both the installer and the service itself need connections to Citrix Cloud. For more information, please refer to the “Configuring for a Web Proxy” section of Citrix Cloud Connector Technical Details.
Yes

No

Focuses on personalization, applications, storage, and image design. The workspace layer is where subscribers interact with desktops and applications and is most visible to the subscribers.

Step Prerequisite Complete
3.1

Create a virtual machine (recommended name XA-00) with Microsoft Server 2012 R2 or Windows Server 2008 R2 (4vCPU, 8GB RAM, 60GB HDD). This machine will be used as the master image for server OS based VMs.

Note: Do not add the virtual machine to the domain. Citrix Machine Creation Services will 3.1 perform this step automatically


Yes

No
On XA-00, install the applications that subscribers will need during the trial.
Yes

No
3.2

Create a virtual machine (recommended name XD-00) with Microsoft Windows 7.x, Windows 8.x or Windows 10 (2 vCPU, 4GB RAM and 40GB HDD). This machine will be used as the master image for desktop based OS VMs.

Note: Do not add the virtual machine to the domain. Citrix Machine Creation Services will perform this step automatically.


Yes

No
On XD-00, install the applications that subscribers will need during the trial.
Yes

No
3.3 Download the Citrix Virtual Delivery Agent (VDA) standalone package (version 7.0 is the minimum supported, version 7.6 or newer is recommended) to the resource location where it is easily accessible. A file share on the domain controller is a good option.
Yes

No

Focuses on the method and process subscribers follow in order to establish and maintain a connection to their resources.

Step Prerequisite Complete
4.1

Download and import the NetScaler VPX appliance (recommended name NS-01) that will be used to provide subscribers with remote access (2vCPU, 4GB, 20GB). An SDX or MPX can also be used, if available.


Yes

No
4.2

The NetScaler Gateway should be located in the DMZ. Configure the NetScaler Gateway with two IP addresses –

  • NSIP – management
  • SNIP – communication with components within the resource location

Reserve an external IP address for the VIP. The IP address will be used by subscribers to access their resources.

For more information on NetScaler IP addresses, please refer to IP Addressing.


Yes

No
4.3

Download and install a license on the NetScaler Gateway. For more information, please refer to How to License NetScaler Appliances Using Manage Licenses Tool.

Note: NetScaler VPX Express is a virtual appliance limited to 5 Mbps of throughput that is available for a free 90-day trial. This should be sufficient to test between 15 and 20 concurrent remote users, depending on their workload. For more information on NetScaler VPX Express, please refer to the NetScaler VPX FAQ.


Yes

No
4.4
Obtain and install SSL certificate for the Gateway Virtual Server. For more information, please refer to How to Generate and Install a Public SSL Certificate on a NetScaler Appliance.
Yes

No
4.5 Create a public facing DNS record with the same name as the certificate installed on the Gateway Virtual Server. Use the external IP (VIP) assigned to the Gateway Virtual Server.
Yes

No
4.6 Ensure that the external firewall allows TCP port 443 to the VIP address on the NetScaler.
Yes

No

Focuses on the unique qualities of each subscriber group such as their network connectivity, endpoint devices, and other unique requirements.

Step Prerequisite Complete
5.1 Create a security group to control access to the XenApp and XenDesktop Service. You can create one group per service, one group for all services, or one group for multiple services.
Yes

No
5.2 Add Active Directory users to the XenApp and XenDesktop Service trial security group.
Yes

No
On-premises StoreFront server (optional) Complete
1

Machines

  • 2 x physical or virtual servers (for redundancy).
  • StoreFront cannot be installed on a domain controller

Yes

No
2

Operating System

  • Windows Server 2012 R2 Datacenter and Standard Editions
  • Windows Server 2012 Datacenter and Standard Editions
  • Windows Server 2008 R2 Service Pack 1 Enterprise and Standard Editions
  • The StoreFront server should be joined to either the Microsoft Active Directory domain containing your users’ accounts or a domain that has a trust relationship with the user accounts domain

Yes

No
3

Enabling HTTPS Security (optional)


Yes

No
4

StoreFront


Yes

No

Uses Cloud Connectors to orchestrate and aggregate services within each resource location. The control plane communicates with multiple resource locations providing a single pane of management.

Build

Once your trial environment is ready, use the following documents to get you up and running.

Guide Complete
1 Getting Started with the XenApp and XenDesktop Service
Yes

No
2 Citrix Cloud On-Premises XenDesktop Existing User Reference Architecture
Yes

No