VMware virtualization environments

Follow this guidance if you use VMware to provide virtual machines.

Install vCenter Server and the appropriate management tools. (No support is provided for vSphere vCenter Linked Mode operation.)

If you plan to use Machine Creation Services (MCS), do not disable the Datastore Browser feature in vCenter Server (described in https://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=2101567). If you disable this feature, MCS does not work correctly.

Required privileges

Create a VMware user account and one or more VMware roles with a set or all of the privileges listed below. Base the roles’ creation on the specific level of granularly required over the user’s permissions to request the various Citrix Virtual Apps or Citrix Virtual Desktops operations at any time. To grant the user specific permissions at any point, associate them with the respective role, at the DataCenter level at a minimum.

The following tables show the mappings between Citrix Virtual Apps and Desktops operations and the minimum required VMware privileges.

Add connections and resources

SDK User interface
System.Anonymous, System.Read, and System.View Added automatically. Can use the built-in read-only role.

Provision machines (Machine Creation Services)

SDK User interface
Datastore.AllocateSpace Datastore > Allocate space
Datastore.Browse Datastore > Browse datastore
Datastore.FileManagement Datastore > Low level file operations
Network.Assign Network > Assign network
Resource.AssignVMToPool Resource > Assign virtual machine to resource pool
VirtualMachine.Config.AddExistingDisk Virtual machine > Configuration > Add existing disk
VirtualMachine.Config.AddNewDisk Virtual machine > Configuration > Add new disk
VirtualMachine.Config.AdvancedConfig Virtual machine > Configuration > Advanced
VirtualMachine.Config.RemoveDisk Virtual machine > Configuration > Remove disk
VirtualMachine.Interact.PowerOff Virtual machine > Interaction > Power Off
VirtualMachine.Interact.PowerOn Virtual machine > Interaction > Power On
VirtualMachine.Inventory.CreateFromExisting Virtual machine > Inventory > Create from existing
VirtualMachine.Inventory.Create Virtual machine > Inventory > Create new
VirtualMachine.Inventory.Delete Virtual machine > Inventory > Remove
VirtualMachine.Provisioning.Clone Virtual machine > Provisioning > Clone virtual machine
VirtualMachine.State.CreateSnapshot vSphere 5.0, Update 2 and vSphere 5.1, Update 1: Virtual machine > State > Create snapshot; vSphere 5.5: Virtual machine > Snapshot management > Create snapshot

If you want the VMs you create to be tagged, add the following permissions for the user account.

To ensure that you use a clean base image for creating new VMs, tag VMs created with Machine Creation Services to exclude them from the list of VMs available to use as base images.

SDK User interface
Global.ManageCustomFields Global > Manage custom attributes
Global.SetCustomField Global > Set custom attribute

Provision machines (Citrix Provisioning)

All privileges from Provision machines (Machine Creation Services) and the following.

SDK User interface
VirtualMachine.Config.AddRemoveDevice Virtual machine > Configuration > Add or remove device
VirtualMachine.Config.CPUCount Virtual machine > Configuration > Change CPU Count
VirtualMachine.Config.Memory Virtual machine > Configuration > Memory
VirtualMachine.Config.Settings Virtual machine > Configuration > Settings
VirtualMachine.Provisioning.CloneTemplate Virtual machine > Provisioning > Clone template
VirtualMachine.Provisioning.DeployTemplate Virtual machine > Provisioning > Deploy template

Power management

SDK User interface
VirtualMachine.Interact.PowerOff Virtual machine > Interaction > Power Off
VirtualMachine.Interact.PowerOn Virtual machine > Interaction > Power On
VirtualMachine.Interact.Reset Virtual machine > Interaction > Reset
VirtualMachine.Interact.Suspend Virtual machine > Interaction > Suspend

Image update and rollback

SDK User interface
Datastore.AllocateSpace Datastore > Allocate space
Datastore.Browse Datastore > Browse datastore
Datastore.FileManagement Datastore > Low level file operations
Network.Assign Network > Assign network
Resource.AssignVMToPool Resource > Assign virtual machine to resource pool
VirtualMachine.Config.AddExistingDisk Virtual machine > Configuration > Add existing disk
VirtualMachine.Config.AddNewDisk Virtual machine > Configuration > Add new disk
VirtualMachine.Config.AdvancedConfig Virtual machine > Configuration > Advanced
VirtualMachine.Config.RemoveDisk Virtual machine > Configuration > Remove disk
VirtualMachine.Interact.PowerOff Virtual machine > Interaction > Power Off
VirtualMachine.Interact.PowerOn Virtual machine > Interaction > Power On
VirtualMachine.Interact.Reset Virtual machine > Interaction > Reset
VirtualMachine.Inventory.CreateFromExisting Virtual machine > Inventory > Create from existing
VirtualMachine.Inventory.Create Virtual machine > Inventory > Create new
VirtualMachine.Inventory.Delete Virtual machine > Inventory > Remove
VirtualMachine.Provisioning.Clone Virtual machine > Provisioning > Clone virtual machine

Delete provisioned machines

SDK User interface
Datastore.Browse Datastore > Browse datastore
Datastore.FileManagement Datastore > Low level file operations
VirtualMachine.Config.RemoveDisk Virtual machine > Configuration > Remove disk
VirtualMachine.Interact.PowerOff Virtual machine > Interaction > Power Off
VirtualMachine.Inventory.Delete Virtual machine > Inventory > Remove

Obtain and import a certificate

To protect vSphere communications, Citrix recommends that you use HTTPS rather than HTTP. HTTPS requires digital certificates. Citrix recommends you use a digital certificate issued from a certificate authority in accordance with your organization’s security policy.

If you are unable to use a digital certificate issued from a certificate authority, and your organization’s security policy permits it, you can use the VMware-installed self-signed certificate. Add the VMware vCenter certificate to each Cloud Connector.

  1. Add the fully qualified domain name (FQDN) of the computer running vCenter Server to the hosts file on that server, located at %SystemRoot%/WINDOWS/system32/Drivers/etc/. This step is required only if the FQDN of the computer running vCenter Server is not already present in the domain name system.

  2. Obtain the vCenter certificate using any of the following three methods:

    From the vCenter server:

    1. Copy the file rui.crt from the vCenter server to a location accessible on your Cloud Connectors.
    2. On the Cloud Connector, navigate to the location of the exported certificate and open the rui.crt file.

    Download the certificate using a web browser: If you are using Internet Explorer, depending on your user account, you may need to right-click on Internet Explorer and choose Run as Administrator to download or install the certificate.

    1. Open your web browser and make a secure web connection to the vCenter server (for example https://server1.domain1.com).
    2. Accept the security warnings.
    3. Click on the address bar displaying the certificate error.
    4. View the certificate and click the Details tab.
    5. Select Copy to file and export in .CER format, providing a name when prompted to do so.
    6. Save the exported certificate.
    7. Navigate to the location of the exported certificate and open the .CER file.

    Import directly from Internet Explorer running as an administrator:

    1. Open your web browser and make a secure web connection to the vCenter server (for example https://server1.domain1.com).
    2. Accept the security warnings.
    3. Click on the address bar displaying the certificate error.
    4. View the certificate.
  3. Import the certificate into the certificate store on each Cloud Connector.

    1. Click Install certificate, select Local Machine, and then click Next.
    2. Select Place all certificates in the following store, and then click Browse. On a later supported version: Select Trusted People and then click OK. Click Next and then click Finish.

Important:

If you change the name of the vSphere server after installation, you must generate a new self-signed certificate on that server before importing the new certificate.

Create a master VM

Use a master VM to provide user desktops and applications in a machine catalog. On your hypervisor:

  1. Install a VDA on the master VM, selecting the option to optimize the desktop, which improves performance.
  2. Take a snapshot of the master VM to use as a back-up.

Create a connection

In the connection creation wizard:

  • Select the VMware connection type.
  • Specify the address of the access point for the vCenter SDK.
  • Specify the credentials for a VMware user account you set up earlier that has permissions to create new VMs. Specify the username in the form domain/username.

VMware SSL thumbprint

The VMware SSL thumbprint feature addresses a frequently-reported error when creating a host connection to a VMware vSphere hypervisor. Previously, administrators had to manually create a trust relationship between the Citrix-managed Delivery Controllers in the Site and the hypervisor’s certificate before creating a connection. The VMware SSL thumbprint feature removes that manual requirement: the untrusted certificate’s thumbprint is stored on the Site database so that the hypervisor can be continuously identified as trusted by Citrix Virtual Apps or Citrix Virtual Desktops, even if not by the Controllers.

When creating a vSphere host connection, a dialog box allows you to view the certificate of the machine you are connecting to. You can then choose whether to trust it.

More information