Product Documentation

Preparing for Your Deployment

Aug 09, 2017

It is strongly recommended that before beginning the installation, you first read through the Citrix CloudBridge Virtual WAN Deployment Planning Guide. This article discusses the essential Virtual WAN concepts and features, and provides guidelines for planning your deployment. You can find this document in the CloudBridge documentation section on the Citrix Documentation Portal (http://docs.citrix.com/).

Summary of Installation and Deployment Procedures

The following list outlines the steps and procedures involved in deploying the NetScaler SD-WAN Standard and Enterprise Editions.

  1. Gather your NetScaler SD-WAN deployment information.

  2. Set up the NetScaler SD-WAN Appliances.

           For each hardware appliance you want to add to your SD-WAN deployment, you must complete the following tasks:

          a.  Set up the appliance hardware.

          b.  Set the Management IP Address for the appliance and verify the connection.

          c.  Set the date and time on the appliance.

          d.  (Optional) Set the console session Timeout interval to a high or the maximum value.

          e.  Upload and install the software license file on the appliance.

     3.  Set up the Master Control Node (MCN) site.

          a.  Switch the Management Web Interface to MCN Console mode.

          b.  Add and configure the MCN site.

          c.  Configure the Virtual Interface Groups for the MCN site.

          d.  Configure the Virtual IP Addresses for the MCN site.

          e.  (Optional) Configure the GRE Tunnels for the MCN site.

          f.  Configure the WAN Links for the MCN site.

          g.  Configure the Routes for the MCN site.

          h.  (Optional) Configure High Availability (HA) for the MCN site.

          i.  (Optional) Configure Virtual WAN security and encryption.

          j.  Name and save the MCN site configuration.

     4.  Set up the branch sites.

          a.  Add the branch site.

          b. Configure the Virtual Interface Groups for the branch site.

          c.  Configure the Virtual IP Addresses for the branch site.

          d.  (Optional) Configure the GRE Tunnels for the branch site.

          e.  Configure the WAN Links for the branch site.

          f.  Configure the Routes for the branch site.

          g.  (Optional) Configure High Availability (HA) for the branch site.

          h.  (Optional) Clone the new branch site to create and configure additional sites.

Note

Cloning the branch site is optional. The SD-WAN appliance models must be the same for both the original and the cloned sites. You cannot change the specified appliance model for a clone. If the appliance model is different for a site, you must manually add the site, by repeating steps (a) through (f).

          i.  Resolve any configuration Audit Alerts.

          j.  Save the new configuration.

     5.  Configure the Virtual Paths and Virtual Path Service between the MCN and the client sites.

     6.  (Optional/provisional) If your license includes WAN Optimization, enable and configure WAN Optimization.

          a.  Enable WAN Optimization and configure the default Features settings.

          b.  Configure the default Tuning Settings.

          c.  Configure the default Application Classifiers.

          d.  Configure the default Service Classes.

          e.  Configure WAN Optimization for the branch sites.

     7.  Prepare the SD-WAN Appliance Packages on the MCN.

          a.  Export the new configuration package to Change Management on the MCN.

          b.  Generate and stage the Appliance Packages on the MCN.

     8.  Connect the client appliances to your network.

     9.  Install the SD-WAN Appliance Packages on the clients.

     10.  Enable the SD-WAN Service on each of the SD-WAN appliances in your network.

     11.  Use the Monitoring pages to verify the activation and check for any existing or potential configuration issues.