Citrix Application Delivery Management service

View recommendations and manage your ADCs and applications efficiently

You might have hundreds of discovered Citrix ADC instances and configured multiple virtual servers (applications) from each ADC instance. As an administrator, you must ensure that all the Citrix ADC instances and your applications are efficiently managed to get insights for better prioritizing and troubleshooting.

As you scale-up your infrastructure more, you might also need to focus on instances and apps that need immediate attention. The Tasks feature in Citrix ADM provides recommendations based on the subscription and current utilization that:

  • Help the admins to know how Citrix ADM can provide an efficient deployment, by using the actionable Guide me workflows.

  • Reduce the crucial time and effort of admins by either completing the tasks or acknowledging them to complete later.

  • Ensure the admins are making use of all the capabilities of Citrix ADM, enable product discovery and functionalities recommended by the product for efficient administration of the deployment.

    Setup task

In the Set-up tasks page, you can view the following tabs:

  • To Do – Enables you to view a list of recommendations. You can review and click Guide Me to complete the task or click Acknowledge to skip this task.

  • Archive – Enables you to view the list of all completed or acknowledged tasks. You can also use the Guide Me option to complete the recurring requirements.

The following table describes the tasks or recommendations that you can view in the Citrix ADM GUI:

Recommendation name When the task is visible in the GUI?
Add an ADC After you onboard to Citrix ADM and if no ADC instance is discovered.
Add an external ADM agent to utilize the maximum features in Citrix ADM If external agent is not configured. You can get started with a built-in agent. However, an external agent is required to use all features such as analytics, pooled licensing, and so on.
Register an ADC from a built-in agent to an external agent After you onboard to Citrix ADM using the Service Connect workflow, the ADC instances are onboarded using the built-in agent. You can register those ADC instances to an external agent to use all features such as analytics, pooled licensing, and so on.
Application Analytics is crucial! Enable it on your licensed Virtual Servers and triage application issues faster If you have multiple licensed virtual servers but are not enabled with analytics.
Want to reallocate bandwidth on your ADC? It’s simple ! If the pooled licenses are allocated in the ADC GUI and those ADC instances are discovered in Citrix ADM, you can make the reallocation using Citrix ADM.
Get more value from your Virtual IP entitlement! Enable more Virtual IP licenses on your remaining discovered Virtual Servers If you have the required licenses, but not licensed to all the virtual servers.
Enable Granular Role based access for your key enterprise users If role-based access control (RBAC) is not yet configured in Citrix ADM.
Configure rules and never miss any critical events on your ADC instances If a custom event rule is not configured yet.
Need to monitor multiple applications and their performance? Just create a Custom Application If the custom app is not configured yet.
Notify and never miss critical events in your applications If action policy is not configured for app score deviation, server processing time, client network latency, server network latency, or response time.
Avoid application outages and never miss expiring SSL certificates in an application If no alerts or notifications configured for the expiring SSL certificates
Security Advisory - Keep your ADCs up-to-date with CVEs and mitigations If the ADC instances have any CVE impact.
Configure an enterprise policy and monitor for any deviations If the SSL enterprise settings are not changed or still in default.
Repeating tasks manually? Create Configuration Jobs and apply them to multiple ADCs If Config Job task is not configured yet.
Manage and monitor your instance score by selecting custom indicators of your choice If the default settings and thresholds in Instance Score Settings are not modified.
Track your application score by selecting custom indicators of your choice If the App Score components in the App Dashboard are used in default and no customization is made.
Add private IP blocks to visualize client requests in the Geo Map If IP blocks are not configured. You can create IP Blocks for mapping and visualizing client requests on a Geo Map based on their private IPs/range.
Subscribe and export your AppSec violations to Splunk in realtime If Splunk integration in Citrix ADM is not yet configured.
Customize the default threshold or create a new threshold for your Kubernetes services If only default thresholds are used in service graph and no single or double threshold is applied to the services.
Proactively configure notification profiles and get notifications in your communication destinations If a notification profile is not yet configured.
Schedule recurring exports and get notifications on the infrastructure details If no export schedules configured yet in Infrastructure > Instances.
Having ServiceNow and looking to integrate with ADM? If ServiceNow integration in Citrix ADM is not yet configured.
Automate SSL Certificate management using Venafi and ADM If the Venafi server is not yet configured in Citrix ADM.

By default, you can view the top 5 recommendations. Click Show All to view all recommendations. You can use the category list and select a category to filter specific recommendations based on the selection.

Select categories

Alternatively, you can also use the Search bar, type in the first few characters to drill down to the task.

How to use the Guide me workflow and complete the task?

Consider that you want to enable analytics for all the licensed virtual servers. Click Guide me for the following task:

Use case

The workflow provides the required suggestions to complete the task. In this example, after you click Guide me, follow the tool-tip suggestions provided:

  1. Workflow1

  2. Workflow2

  3. Workflow3

After you select the analytics type and click Save Analytics, the task is complete. This task gets moved to the Archived tab.

Similarly, you can also use the same workflow for the recurring requirements in the Archive tab.

Under Popular Features, you can see the important features of Citrix ADM and it enables you to explore these features by clicking a feature.

Popular features


  1. Guide me does not show tool-tip and only does redirection of UI? What should I do to fix this?

    This issue can happen if your firewall is blocking Pendo FQDN. Refer to Enable Pendo for your enterprise and ensure that the FQDN is allowed in the firewall. Allowing Pendo FQDN enables the Guide me to show tool tips. You can experience the Guide me workflow at its best only when Pendo is available.

  2. Why type of tasks is present for the administrators?

    Currently, the recommendations are specific to deployments that help the admins more on configurations and setup tasks for making the deployment efficient. It also enables better product discovery and admins can know what a task does and how it can help without any prior knowledge or knowing if the feature exists in ADM or not.

  3. Can I bring back a task from Archive to To Do ?

    Any task in archive goes back to To Do only based on specific conditions. For example, if the event rules are all removed or all ADCs are removed, an archived task moves to To-Do tasks for the admins again, to get their attention.

  4. Does the progress bar complete if I acknowledge?

    Yes! But it is recommended to complete these tasks. However, if you want to do it later, you can acknowledge that you are aware of the product recommendation and go back to Archive to complete it later.

  5. Does the task go to Archive if I start a guide me and leave it in the middle?

    No, the task continues to be available in To Do unless the action is saved or completed.

  6. Can I perform search or filtering?

    Yes! You can use the search bar or narrow down to specific tasks by selecting the category from the list.

  7. Will I get tasks to take actions on dynamic events like ADC memory spike, App down, LB virtual server down, and so on ?

    All these are part of enhancements and are planned to be available in the upcoming releases.

  8. Will this be available for on-premises ADM?

    This feature is currently available only in ADM service.

  9. Will all my 20+ tasks show up even if I do not have an ADC added in Citrix ADM?

    No. You must have both ADC instance and virtual servers available in Citrix ADM to show all these tasks.

  10. How often will the tasks refresh?

    When you click Tasks from the left navigation pane, they are refreshed and available at the latest status. The details for each task is fetched and updated. The tasks are automatically refreshed every 24 hours. For better administrative control, you can also do a manual refresh of tasks to get the latest status.

View recommendations and manage your ADCs and applications efficiently