Quick start guide
This article provides a quick reference to installing and configuring Profile Management.
Verify that all system requirements are met. For details, see System requirements.
Install Profile Management
Profile Management is included with the installation of the Virtual Delivery Agent (VDA). For VDAs, to install or upgrade Profile Management, simply install or upgrade your VDA software.
Deploying Profile Management consists of installing an .msi file and either an .adm, or an .admx file. To install the files, follow the steps in Install and set up.
Decide on where to centrally configure Profile Management
There are three ways you can centrally configure Profile Management. Choose one way from the following:
Using a GPO in Active Directory
Using policies in Citrix Studio
Using Workspace Experience Management (WEM)
For instructions on configuring Profile Management using a GPO in Active Directory, see Knowledge Center article CTX222893.
For instructions on configuring Profile Management using policies in Citrix Studio, see Knowledge Center article CTX222893.
For instructions on configuring Profile Management using WEM, see Knowledge Center article CTX229258.
Configure Profile Management
Configure basic settings
Recommendations on creating secure user stores – including creating a file share and setting folder permissions – are available in the Microsoft article Deploying Roaming User Profiles. These minimum recommendations ensure a high level of security for basic operation.
Verify basic settings
To verify your basic settings, complete the following steps:
- In Citrix Studio, set the Enable logging, Logon, and Logoff policies to Enabled.
- Log on to a VDA and run
gpupdate /forceas an administrator.
- Log off and log back on to the VDA.
Go to the default log file path,
C:\Windows\System32\Logfiles\UserProfileManager, open the
pm.logfile, look for logon events, and verify that the following messages are present:
Starting logon processing… Finished logon processing successfully in [s]:
Plan your Profile Management configuration
To plan a Profile Management deployment, decide on a set of policy settings that, together, form a configuration that is suitable for your environment and users. The Automatic configuration feature in User profiles simplifies some of this decision-making for Citrix Virtual Apps and Desktops deployments.
To determine the recommended approach to deploying, answer the following basic questions about your environment:
Do the following to configure Profile Management accordingly:
Stream user profiles, see Stream user profiles.
Enable active write back, see Configure active write back.
Specify a mandatory profile, see Specify a template or mandatory profile.
- Configure exclusions, see Include and exclude items.
- Configure folder redirection, see Configure folder redirection.
- Configure applications, see Enable native Outlook search experience.
Verify Profile Management settings.
- Verify basic settings as stated earlier in this article.
pm_configure.logfile for policy settings. Verify that the following messages are present:
Configuration value read from Policy: LoggingEnabled= Configuration value read from INI file: CEIPEnabled= Configuration value PSAlwaysCache set neither in policy nor in INI file. Defaulting to:
For details, see Troubleshoot.