Citrix DaaS

Create templates

August 1, 2025

Contributed by:

C S

Templates provide a predefined starting point for creating policies. We offer built-in templates optimized for specific environments and network conditions. You can use these templates to:

Create your own policies and templates to share across sites.
Reference during comparisons across deployments. For example, “…when using the Citrix template X or Y…”.
Communicate policy configurations with Citrix Support or trusted third parties by importing or exporting templates.

Learn about built-in Citrix templates

The following built-in templates are available:

Very High Definition User Experience. This template enforces default settings that maximize the user experience. Use this template in scenarios where multiple policies are processed in order of precedence.
High Server Scalability. Apply this template to economize on server resources. This template balances user experience and server scalability. It offers a good user experience while increasing the number of users that you can host on a single server. This template does not use a video codec for compression of graphics and prevents server-side multimedia rendering.
High Server Scalability-Legacy OS. This High Server Scalability template applies only to VDAs running Windows Server 2008 R2 or Windows 7 and earlier. This template relies on the Legacy graphics mode, which is more efficient for those operating systems.
Optimized for NetScaler SD-WAN. Apply this template for users working from branch offices with NetScaler SD-WAN for optimizing delivery of Citrix Virtual Desktops. (NetScaler SD-WAN is the new name for CloudBridge).
Optimized for WAN. This template intends for task workers in branch offices who uses shared WAN or remote locations with low bandwidth connections. The workers access applications with graphically simple user interfaces and little multimedia content. This template trades off video playback experience and some server scalability for optimized bandwidth efficiency.
Optimized for WAN-Legacy OS. This template applies only to VDAs running Windows Server 2008 R2 or Windows 7 and earlier. This template relies on the Legacy graphics mode, which is more efficient for those operating systems.
Security and Control. Use this template in environments with low tolerance to risk, to minimize the features enabled by default in Citrix DaaS. This template includes settings that disable access to the following:
- Printing
- Clipboard
- Peripheral devices
- Drive mapping
- Port redirection
- Flash acceleration on user devices
Applying this template might use more bandwidth and reduce user density per server.

While We recommends using the default settings in built-in templates, some settings, such as Overall session bandwidth limit in the WAN templates, are left unconfigured to allow administrators to make deployment-specific adjustments.

Template default settings image

Consider that you are working with a deployment (policy management and VDAs) earlier than XenApp and XenDesktop 7.6 FP3. Also, require High Server Scalability and Optimized for WAN templates. In this case, use the Legacy OS versions of these templates when they apply.

Note:

We create and updates built-in templates. You cannot modify or delete these templates.

Create templates

To create a template from a template:

In Studio, select Policies in the left pane.
Select the Templates tab and then select the template from which you create the template.
Select Create Template tab. The Select Settings screen appears.
Select and configure the policy settings to include in the template.
Click Next. The Summary screen appears.
Enter a name for the template.
Click Finish. The new template appears on the Templates tab

To create a template based on a policy:

In Studio, select Policies in the left pane.
On the Policies tab, select the policy from which you create the template.
Click More tab.
Select Save as Template. The Select Settings screen appears.
Select and configure any new policy settings to include in the template.
Click Next. The Summary screen appears.
Enter a name and description for the template, and then click Finish.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create templates

August 1, 2025

Contributed by:

C S

August 1, 2025

Contributed by:

C S

Create templates

Learn about built-in Citrix templates

Create templates

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