Quick start guide

This is a quick reference to installing and configuring Profile Management.

Prerequisites

Verify that all system requirements are met. For details, see System requirements.

Installation

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 do this, follow the steps in Install and set up.

Configuration

Decide on where to configure Profile Management

There are three locations you can configure Profile Management:

  • Using a GPO in Active Directory

  • Using policies in Citrix Studio

For instructions on configuring Profile Management using a GPO in Active Directory or policies in Citrix Studio, see Knowledge Center article CTX222893.

  • Using Workspace Experience Management (WEM)

For instructions on configuring Profile Management using WEM, see Knowledge Center article CTX229258.

Citrix recommends that you choose only one of the three ways to configure Profile Management.

Create the user store

Recommendations on creating secure user stores – including creating a file share and setting folder permissions – are available in Microsoft article Deploying Roaming User Profiles. These minimum recommendations ensure a high level of security for basic operation.

Specify the path to the user store

Enable Profile Management

Verify basic settings

Enable logging for troubleshooting. If the Enable logging policy is disabled, only errors are logged.

To verify your basic settings, follow these steps:

  1. After Profile Management is configured, log on to a VDA and run gpupdate /force as an administrator.
  2. Log off and log back on to the VDA.
  3. Go to the default log file path, C:\Windows\System32\Logfiles\UserProfileManager, open the pm.log file, look for logon events and verify that the following messages are present:

    “Starting logon processing…”

    “Finished logon processing successfully in [s]: ”

To expand on your Profile Management configuration, you can:

Plan your Profile Management deployment

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 Desktops deployments.

To determine the recommended approach to deploying, answer the following basic questions about your environment:

To stream user profiles, see Stream user profiles.

To enable Active Write Back, see Configure active write back.

To specify a mandatory profile, see Specify a template or mandatory profile.

Configure exclusions

For details, see Include and exclude items.

Configure folder redirection

For details, see Configure folder redirection.

Configure applications

For details, see Enable native Outlook search experience.

Verify Profile Management settings

Follow the steps in Verify-basic-settings to do verification.

Check the pm_configure.log file 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:

Troubleshoot

For details, see Troubleshoot.