Product Documentation

Configuring Server Roles and Locations from the Graphical Interface

Jun 05, 2015

The following procedures assume you have already installed the Services Manager roles.

To configure server roles

  1. From the Autorun folder on the installation media, double-click Autorun.exe.
  2. On the Select Deployment Task page, select Deploy CloudPortal Services Manager.
  3. On the Deploy CloudPortal Services Manager page, select Configure Server Roles.
  4. On the Load Deployment Configuration File page, browse to the XML file you previously created (see the To create system databases procedure in Installing Server Roles from the Graphical Interface).
  5. On the Select Configuration Task page, select one or more items to configure.
    • Reporting – creates the reporting database, configures data transfer services, and publishes billing and usage reports
    • Provisioning – configures the Provisioning Engine server role, including the Queue Monitor and Directory Monitoring services.
    • Report Mailer – configures reporting for Citrix licensing and usage.
    • Web - specifies an address or host name for accessing the Web Server.
    • Directory Web Service – configures the server role credentials and IIS settings.
  6. The following table describes the pages that display for each of the roles you selected.
    Role Page Description

    Reporting

    Configure Reporting Database

    Either configure a separate secondary database to handle system reporting and billing or use the main database for those functions.
    • To configure the reporting database, specify the following:
      • Server address
      • Port number (default = 1433)
      • Authentication mode: Windows or SQL(default = Windows)
      • Connection username and password (optional for Windows authentication mode)

      You can test the connection to the database.

    • To use the main system database for system reporting and billing, select the Use primary database settings checkbox.
     

    Reporting Database Credentials

    Displays only if you configured a separate secondary database on the Configure Reporting Database page. A SQL Server login for the reporting database ensures cross-domain accessibility.

    Either specify the user name (default = OLMReportingUser) and password for the user account or select the Auto-generate credentials checkbox.

     

    Configure Data Transfer Service

    The Data Transfer Service is a scheduled task of the Data Warehouse feature that migrates and adapts data from the primary database to facilitate building reports with Microsoft SQL Server Reporting Services. Either specify the user name (default = cortex_dataw_svc) and password for the account this service will use, or select the Auto-generate credentials checkbox. If you select the Create if doesn’t exist checkbox (default = enabled), the domain account will be created.

     

    Data Transfer Notifications

    The Data Transfer task sends email notifications with the results of Data Warehouse operations. This enables administrators to respond quickly to interruptions in reporting functionality. Specify the source and destination email addresses for sending success and failure notifications.

     

    Specify Reporting Services Details

    Specify the URL of the reporting server instance as it appears in the Microsoft SQL Server Reporting Services Configuration Manager. Enter the Reporting Services administrator user name and password for a domain account with administrative privileges. The password for this user account should never expire, in order to avoid potential service interruption.

    You can test the connection to the URL.

     

    Select Reports to Deploy

    Select one or more reports to deploy. To deploy all reports, enable the Select All checkbox. You can skip this page and deploy reports later.

    Provisioning

    Configure Queue Monitor Service

    The Queue Monitor service processes administrative requests from the Web Server and automates other internal services. The user must have full domain administrator permissions. Either specify the user name (default = cortex_qmon_svc) and password for the domain user account this service will use, or select the Auto-generate credentials checkbox. If you select the Create if doesn’t exist checkbox (default = enabled), the domain account will be created.

     

    Configure Directory Monitoring Services

    The Provisioning Engine hosts scheduled tasks that monitor Active Directory, keeping user account information current, and sending email notifications for events such as password expiry. Either specify the user name (default = cortex_dirmon_svc) and password for the user account these tasks will use, or select the Auto-generate credentials checkbox. If you select the Create if doesn’t exist checkbox (default = enabled), the account will be created.

     

    Configure Mail Server

    Specify the SMTP server address and port number the Provisioning Engine will use to send email messages, such as system updates to administrators, account notifications to end users, plus usage reporting to Citrix.

    If you also selected Report Mailer on the Select Configuration Task page, you can also specify the SMTP server address and port number for email sent by the Report Mailer on this Configure Mail Server page. (To configure the Report Mailer to use the same SMTP server as the Provisioning Engine, specify that on the Configure License Reporting page.)

    You can test the connection to the SMTP server.

    Report Mailer

    Configure License Reporting

    Configuring the Report Mailer is required. Licensing data is reported to Citrix through emailed reports.

    Specify your customer ID; a lookup link is provided.

    You can share the SMTP mail server that the Provisioning Engine uses or designate another mail service user account.
    • To share the SMTP mail server that the Provisioning Engine uses, select the Share SMTP Mail server with Provisioning Server checkbox.
    • To designate another account, specify the user name and password, or select the Auto-generate credentials checkbox. If you select the Create if doesn’t exist checkbox, the account will be created.
     

    Configure Mail Server

    Specify the address and port number of the SMTP server that the Report Mailer server will use to send email messages to administrators, end users and Citrix.

    If you also selected Provisioning on the Select Configuration Task page, the Configure Mail Server page allows you to specify the SMTP server address and port number for email sent by the Provisioning Engine and the Report Mailer.

    Web

    Configure Web Server

    Specify an externally-resolvable host name or address by which the Web Server can be reached (default = cortexweb). You can skip this step and configure it later.

    Directory Web Service

    Configure Directory Web Service

    Either specify the user name (default = cortex_dirws_svc) and password for the user account these tasks will use, or select the Auto-generate credentials checkbox. If you select the Create if doesn’t exist checkbox (default = enabled), the user account will be created.

    Specify the service port (default = 8095).

  7. Review the Summary page, which lists all the information you configured, or the defaults. If you want to change anything, return to the appropriate configuration page. When the summary contains the settings you want, click Commit.

To configure locations

The primary location initializes the control panel, specifies service provider details, and provisions the first administrator. Configure the primary location once per deployment.
Caution: Configuring the primary location with the Configuration Tool makes irreversible changes to the system database. If an error occurs during this step, it is not possible to retry configuration without first recreating the system databases, reconfiguring all server roles, and restarting the process. To minimize the risk of configuration errors, perform the following actions:
  • Back up the system databases so that, in the event of configuration errors, you can recover easily and restart this process.
  • Run all configuration steps as a domain administrator.
  • Ensure user account settings conform to any domain policies, such as minimum password complexity, and are valid.
  1. If the Setup and Configuration Tools are not already launched, double-click Autorun.exe from the Autorun folder on the installation media.
  2. On the Select Deployment Task page, select Deploy CloudPortal Services Manager.
  3. On the Deploy CloudPortal Services Manager page, select Configure Location..
  4. On the Load Deployment Configuration File page, browse to the XML file you previously created (see the To create system databases procedure in Installing Server Roles from the Graphical Interface).
  5. On the Specify Location Name and Description page, specify the location name (default = Top Location), container organizational unit (default = CortexCSP), and description (default = Top-level Service Provider Location).
  6. On the Enter Service Provider Details page, specify basic information about your company: display name (default = Top Service Provider), short name, UPN suffixes (default = tsp.local), contact name, and contact email.
  7. On the Create First Administrator page, specify the user name (default = cspadmin), full name (default = CSP Admin), display name (default = CSP Admin), password, and password expiration (default = password never expires). This information configures the top-level administrator account within the control panel, with the ability to add customers, assign services, and manage delegated administration.
  8. Review the Summary page, which lists the location settings and first administrator information you specified, or the defaults. If you want to change anything, return to the appropriate page. When the summary contains the settings you want, click Commit.
In addition to the primary location, you can configure a remote location. This procedure associates the new location with an existing Services Manager instance. To configure a remote location:
  1. If the Setup and Configuration Tools are not already launched, double-click Autorun.exe from the Autorun folder on the installation media.
  2. On the Select Deployment Task page, select Manage Existing Deployment.
  3. On the Manage Existing Deployment page, select Add Remote Location..
  4. On the Configure Remote Location page, select Configure Location.
  5. On the Load Deployment Configuration File page, browse to the XML file you previously created (see the To create system databases procedure in Installing Server Roles from the Graphical Interface).
  6. On the Specify Location Name and Description page, specify the location name (default = Top Location), container organizational unit (default = CortexCSP), and description (default = Top-level Service Provider Location).
  7. Review the Summary page, which lists the location settings you specified, or the defaults. If you want to change anything, return to the appropriate page. When the summary contains the settings you want, click Commit.