Citrix Gateway

Endpoint policies

Endpoint Analysis is a process that scans a user device and detects information, such as the presence and version level of an operating system, and of antivirus, firewall, or web browser software. You can use Endpoint Analysis to verify that the user device meets your requirements before allowing it to connect to your network or remain connected after users log on. You can monitor files, processes, and registry entries on the user device during the user session to ensure that the device continues to meet requirements.

How Endpoint policies work

You can configure Citrix Gateway to check if a user device meets certain security requirements before a user logs on. This is called a preauthentication policy. You can configure Citrix Gateway to check a user device for antivirus, firewall, antispam, processes, files, registry entries, Internet security, or operating systems that you specify within the policy. If the user device fails the preauthentication scan, users are not allowed to log on.

If you need to configure other security requirements that are not used in a preauthentication policy, you configure a session policy and bind it to a user or group. This type of policy is called a post-authentication policy, which runs during the user session to ensure the required items, such as antivirus software or a process, is still true.

When you configure a preauthentication or post-authentication policy, Citrix Gateway downloads the Endpoint Analysis plug-in and then runs the scan. Each time a user logs on, the Endpoint Analysis plug-in runs automatically.

You use the following three types of policies to configure endpoint policies:

  • Preauthentication policy that uses a yes or no parameter. The scan determines if the user device meets the specified requirements. If the scan fails, the user cannot enter credentials on the logon page.
  • Session policy that is conditional and can be used for SmartAccess.
  • Client security expression within a session policy. If the user device fails to meet the requirements of the client security expression, you can configure users to be placed into a quarantine group. If the user device passes the scan, users can be placed into a different group that might require other checks.

You can incorporate detected information into policies, enabling you to grant different levels of access based on the user device. For example, you can provide full access with download permission to users who connect remotely from user devices that have current antivirus and firewall software requirements. For users connecting from untrusted computers, you can provide a more restricted level of access that allows users to edit documents on remote servers without downloading them.

Endpoint Analysis performs the following basic steps:

  • Examines an initial set of information about the user device to determine which scans to apply.
  • Runs all applicable scans. When users try to connect, the Endpoint Analysis plug-in checks the user device for the requirements specified within the preauthentication or session policy. If the user device passes the scan, users are allowed to log on. If the user device fails the scan, users are not allowed to log on. Note: Endpoint Analysis scans complete before the user session uses a license.
  • Compares property values detected on the user device with desired property values listed in your configured scans.
  • Produces an output verifying whether desired property values are found.


    The instructions for creating Endpoint Analysis policies are general guidelines. You can have many settings within one session policy. Specific instructions for configuring session policies might contain directions for configuring a specific setting. However, that setting can be one of many settings that are contained within a session profile and policy.

Evaluate user logon options

When users log on, they can choose to skip the Endpoint Analysis scan. If users skip the scan, Citrix Gateway processes this action as a failed Endpoint Analysis. When users fail the scan, they can only have access to the Web Interface or through clientless access.

For example, you want to provide users access by using the Citrix Gateway plug-in. To log on to Citrix Gateway with the plug-in, users must be running an antivirus application, such as Norton Antivirus. If the user device is not running the application, users can log on with Receiver only and use published applications. You can also configure clientless access, which restricts access to specified applications, such as Outlook Web Access.

To configure Citrix Gateway to achieve this logon scenario, you assign a restrictive session policy as the default policy. You then configure the settings to upgrade users to a privileged session policy when the user device passes the Endpoint Analysis scan. At that point, users have network-layer access and can log on with the Citrix Gateway plug-in.

To configure Citrix Gateway to enforce the restrictive session policy first, perform the following steps:

  • Configure the global settings with ICA Proxy enabled and all other necessary settings if the specified application is not running on the user device.

  • Create a session policy and profile that enables the Citrix Gateway plug-in.

  • Create an expression within the rule portion of the session policy to specify the application, such as:

    (client.application.process(symantec.exe) exists)

When users log on, the session policy is applied first. If Endpoint Analysis fails or the user skips the scan, Citrix Gateway ignores the settings in the session policy (the expression in the session policy is considered false). As a result, users have restricted access using the Web Interface or clientless access. If Endpoint Analysis passes, Citrix Gateway applies the session policy and users have full access with the Citrix Gateway plug-in.

Skip the EPA scan

You can skip the EPA scan for post-authentication and advance authentication only. Skip EPA is available on browsers of all supported operating systems. Users must click the Skip EPA button that appears when accessing the gateway. If users skip the scan, Citrix Gateway processes this action as a failed Endpoint Analysis. When users fail the scan, they can only have access to the Web Interface or through clientless access.

Also, see

Endpoint Analysis scans supported for Ubuntu

The following Endpoint Analysis (EPA) scans are supported for the EPA plug-in installed for the Ubuntu operating system. Sample expression to configure each of the scans is listed along the with EPA scans. You can configure these expressions in the authentication policies.

  • File
    • Existence - CLIENT.FILE(/home/user/test.txt) EXISTS
    • MD5 Checksum - CLIENT.FILE(/home/user/test.txt).MD5 == ce780e271debcc29f551546e8db3368f
    • Text within a file (regular expression support) - CLIENT.FILE(/home/user/test.txt).SEARCH == citrix
  • Process
    • MD5 Checksum - CLIENT.APPLICATION.PROCESS(perl).MD5 == c060d3a5f97e27066cef8c116785567a
    • Path - CLIENT.APPLICATION.PROCESS(perl).PATH == /usr/bin/perl
  • File system device or Mountpoint name - CLIENT.MOUNTPOINT(/sys) EXISTS

If you are using advanced policies, the expressions for each scan can be generated from the GUI (Security > AAA > Policies > Authentication > Advanced Policies > EPA).

Note: In the Expression Editor page, for the Linux client, you can select Common, and then select Process, File or Mount Point.

EPA scan policies

Endpoint policies