Virtual disks

Important:

Back up all virtual disks before upgrading to a newer product version.

Upgrading virtual disks involves installing the new version of the Citrix Provisioning target device software on the virtual disk image.

Important:

If you are upgrading from Provisioning Services 7.6.1 or later, you can do an in-place upgrade. Citrix recommends that you use this method if possible. Uninstall if you are using version 7.6.0 or earlier when using the in-place upgrade method.

In-place upgrade

It involves two steps:

  1. Start the client in private or maintenance mode.
  2. Run the target device installer as described in Preparing a master target device for imaging.

Note:

Upgrading Citrix Provisioning requires local administrator privileges.

Upgrading from earlier versions

If you have to upgrade from versions earlier than 7.6.1, the following virtual disk upgrade methods are supported:

  • Upgrading vDisks using Hyper-V. If you are upgrading from Citrix Provisioning 6.x to 7.1 or 7.6, this inline upgrade method is recommended. It is faster than reimaging, and uses the least amount of storage.
  • Upgrading vDisks by reimaging. If neither of the other two methods of upgrading vDisks are viable in your implementation, select from one of the following reimaging upgrade methods:
    • Versioned vDisk Upgrade: If upgrading vDisks from Citrix Provisioning 6.x to 7.1 or 7.6, use this virtual disk upgrade method if the Upgrading vDisks using Hyper-V method cannot be used. This method reimages to a maintenance version of the virtual disk, allowing production devices to continue running and booting from the production version of the virtual disk. After the upgraded version of the virtual disk is promoted to production, target devices will boot or reboot from the upgraded virtual disk version.
    • Automated Inline Upgrade: If you are upgrading vDisks from Citrix Provisioning 5.1.x, 5.6.x, or 6.x to 7.1 or 7.6, use this method. This method is only applicable if you cannot upgrade vDisks using Hyper-V, or if versioned virtual disk upgrade methods cannot be used. This method uses the Upgrade Wizard and Upgrade Manager to automate some of the steps included in the Manual virtual disk Upgrade method.
    • Manual vDisk Upgrade: If you are upgrading from 5.1.x, 5.6.x, or 6.x to 7.1 or 7.6, use this virtual disk upgrade method. Use the manual method if the Hyper-V or versioned virtual disk upgrade methods cannot be used. Or, the Automated Inline Upgrade method fails. This method can also be used if multiple partitions exist on the virtual disk and the same system and machine are available for reimaging. The hard disk drive does not need to be the same.

Upgrade a virtual disk using Hyper-V

If you are upgrading from Provisioning Services 6.x to 7.1 or 7.6, this inline upgrade method is recommended. It is faster than reimaging, and uses the least amount of storage.

Before upgrading using Microsoft Hyper-V, review the following requirements:

  • General Hyper-V knowledge.
  • Hyper-V must be installed. Hyper-V is not required on the Citrix Provisioning server.

Note:

Hyper-V upgrade does not support vDisks using 16 MB block size. When creating virtual disk images, the block size is 2 MB or greater.

  1. On a Hyper-V server, uninstall previously installed Provisioning Services software.
  2. Install the newer version of Citrix Provisioning software.
  3. Copy a newly created Virtual Hard Drive (VHDX) file to the Hyper-V server:
    1. Create a version of the virtual disk.
    2. Promote the new version to test mode.
    3. Perform a merge base to test mode.
    4. Copy the VHDX from step c to the Hyper-V server
  4. Create a new virtual machine in the Hyper-V Manager.
  5. During the creation steps, attach the existing newvDisk.vhdx instead of using a new VHDX.
  6. Go into the properties of the newly created Hyper-V virtual machine (Action panel > Settings) and remove the network adapter. Go to Add Hardware and add the Legacy NIC.
  7. Go to the legacy NIC and attach it to the physical system’s NIC.
  8. Boot the virtual machine.
  9. Let the system install the new drivers, then reboot if prompted.
  10. Uninstall Citrix Provisioning target device software, then reboot.
  11. Optional: Install Hyper-V’s Integration Services. These services are only necessary when the resulting VHDX must be bootable in both physical and virtual systems. While the virtual machine is on, go to Action, then choose Insert Integration Services set up disk, then install.
  12. Install the Citrix Provisioning target device software.
  13. Choose to bind Citrix Provisioning to the inactive NIC, the physical NIC from the original target device. When installing target device software on NT6.x systems within a multi-NIC environment, all available NICs can be used. Therefore bindcfg.exe is no longer required and no longer installed with the target device software.
  14. Shut down the virtual machine.
  15. Go to the virtual machine’s properties, Action panel > Settings, then set it to boot to the legacy NIC first.
  16. Transfer the VHDX, newvDisk.vhdx, back to the provisioning server.
  17. From the Citrix Provisioning console:
    1. Add the VHDX to the Citrix Provisioning database using the Add existing vDisk menu option.
    2. Add the Hyper-V virtual machine to the list of the target devices.
    3. Associate the virtual disk with the appropriate target devices.
    4. Set the virtual disk to Standard Image Mode.
  18. Boot the physical target device, then the Hyper-V virtual machine.

The original virtual disk is now upgraded and a common image for the physical and virtual machines has also been created.

Upgrade a virtual disk using reverse imaging

Upgrade by reimaging only if neither of the other two methods of upgrading vDisks is viable in your implementation.

The reimaging upgrade method that you choose depends on your existing Citrix Provisioning implementation and network requirements.

Versioned virtual disk upgrade

This virtual disk upgrade method can be selected when upgrading vDisks from 6.x to the latest version of the target device software. This method reimages to a maintenance version of the virtual disk, allowing production devices to continue running and booting from the production version of the virtual disk. After the upgraded version of the virtual disk is promoted to production, target devices will boot or reboot from the upgraded virtual disk version.

Upgrade prerequisites include:

  • Upgrading all Citrix Provisioning servers
  • Upgrading Citrix Provisioning consoles
  • Creating a backup copy of the virtual disk

To upgrade, complete the following procedure:

  1. Boot the Maintenance device from the managed virtual disk while in Maintenance mode.
  2. From the product installation directory, run P2PVS.exe to reverse image using volume-to-volume imaging. Select the virtual disk as the source and the hard disk drive (HDD) as the destination. If your destination partition is on any partition other than partition 1, you must edit the boot.ini or bcedit partition settings before rebooting from the HDD.
  3. Reboot the Maintenance device from the HDD. Do not PXE boot.
  4. On the maintenance device, uninstall 6.x target device software, and then install the latest version of the target device software.
  5. Run the Citrix Provisioning Imaging Wizard to create a virtual disk image. Create the target device if it does not exist, and assign the virtual disk to the target device.
  6. Test streaming the new virtual disk image by booting a maintenance or test device from the upgraded virtual disk.

Manual reverse imaging using P2PVS

When manually performing reverse imaging using P2PVS, consider the following:

  • Boot the provisioning target device into the virtual disk using private\maintenance mode.
  • Install PVS\_UpgradeWizard.exe or PVS\_UpgradeWizard\_x64.exe from the Upgrade folder of the ISO image to get the latest P2PVS.exe. The upgrade wizard can also be installed with the Citrix Provisioning meta-installer using the Target Device Installation > Install Upgrade Wizard option.
  • Run P2PVS.exe from the Citrix Provisioning Upgrade Wizard directory. By default, this directory is C:\Program Files\Citrix\Citrix Provisioning Upgrade Wizard.
  • Click the From menu and choose Provisioning Services vDisk and click Next.
  • In the partition screen, select the partitions. All system partitions, regardless of whether they have a drive letter or not, are used in reverse imaging. Click Next.
  • Click Convert on the last page to begin reverse imaging.

Note:

Reverse imaging for BIOS systems is non-destructive. The partition table of the system is not altered. Because Citrix Provisioning imaging is blocked base, the partition table of the local hard disk must be the same as the partition table of the virtual disk. Important:

Reverse imaging for UEFI systems is destructive. All partitions on the local hard disk are destroyed and re-created to match the partitions of the virtual disk.

About reverse imaging on UEFI VMs

Use reverse imaging to update antivirus and malware definitions. UEFI cannot perform this task as BIOS can perform it.

When reverse imaging UEFI VMs, consider the following:

  • Reverse imaging UEFI VMs can only be done manually using P2PVS.exe, using either:
    • GUI
    • Command line

Important:

When using reverse imaging on UEFI VMs, consider that the process is destructive, all data is lost as a result.

Automated inline upgrade

Use the Automated vDisk Upgrade method when upgrading from 5.1.x, 5.6.x, or 6.0–6.1. Also use this method when you cannot use and the Hyper-V upgrade. This upgrade method takes an existing virtual disk and converts it to the current product version using the Upgrade Wizard and Upgrade Manager.

Prerequisites:

  • All Citrix Provisioning consoles have been upgraded.
  • All Citrix Provisioning servers have been upgraded.
  • A copy of the virtual disk has been created before upgrading.

Automated Inline virtual disk upgrades require that the virtual disk is offline to target devices until the virtual disk upgrade completes. To avoid vDisks being offline, create a clone of the virtual disk and use it for the upgrade process. Then, after the upgrade completes, target devices can be migrated to the upgraded virtual disk.

  1. On the master target device or maintenance device, depending on the target device platform, run either PVS\_UpgradeWizard.exe or PVS\_UpgradeWizard\_x64.exe.
  2. Copy the file UpgradeManager61.exe from the Provisioning Services 6.1 target device product installation directory into the installation directory of the provisioning server. The default product installation directory is C:\Program Files\Citrix\Citrix Provisioning.
  3. On the provisioning server, run UpgradeManager61.exe.
  4. On the master target device, run UpgradeConfig.exe from the Windows Start menu shortcut or from the product installation directory:
    1. Specify a local account with an administrator privilege to automatically log on. This local account cannot have an empty password.
    2. Specify a local partition to which reverse imaging clones data. The original hard drive that the virtual disk was cloned from is recommended. Note: If the partition is a new hard drive, use the manual upgrade method to initialize the hard drive.
    3. Specify the Provisioning Server IP address and a user account and password to connect to Upgrade Manager. This account cannot have an empty password.
    4. Click OK.
    5. Upgrade Config checks various parameters. If everything passes, the Upgrade Config exits, and then reboots the machine to start the upgrade script.
    6. The machine reboots several times, and then displays a message to indicate that the script has successfully completed.

Note:

Auto Logon clears when the upgrade completes. If you are using Auto Logon for the virtual disk deployment, setup Auto Logon as necessary.

Upgrading vDisks manually

Use the manual upgrade as a universal approach to upgrading vDisks, or if any of the following are true:

  • The virtual disk has gone through several modifications in private image mode.
  • The original hard drive is no longer available.

The manual upgrade method includes completing the following tasks:

  1. Image the virtual disk back to the master target device’s hard drive.
  2. Install the latest product software on the master target device.
  3. Image the target device’s hard drive onto the virtual disk file.
  4. Boot from the virtual disk.

Image back to a master target device’s hard drive

There are two procedures that allow you to image a virtual disk back to a hard drive. The procedure you select depends on the state of the disk drive you are imaging to. You can image back to the original hard drive from which the virtual disk was created. Returning the image to the original hard drive is the recommended method. Alternatively, you can image back using an unformatted, uninitialized hard disk drive.

Image back to the original hard drive from which the virtual disk was created

  1. Boot from the virtual disk in private or shared image Mode.
  2. From Windows Administrative Tools, select the Computer Management menu option. The Computer Management window appears.
  3. In the tree, under Storage, select Disk Management.
  4. Note the partition letter of the active partition of the original hard disk. If new, format the disk before continuing.
  5. Run the Image Builder utility on the target device. This utility is at \Program Files\Citrix\Citrix Provisioning\P2PVS.exe.
  6. Specify the drive letter of the newly created partition, or the original boot HDD partition, as the Destination Drive. The destination drive points to the virtual disk first partition by default.
  7. Proceed cloning the hard drive image to the virtual disk destination drive.
  8. To connect the virtual disk to the provisioning server, from the console, set the target device to boot from the hard drive, then PXE boot the target device. If this step is not completed properly, the provisioning server is unable to connect with the virtual disk.
  9. Uninstall the product software. For details, see the section about removing Citrix Provisioning.

Image back using an unformatted, uninitialized hard disk drive

  1. Boot from the virtual disk in Private Image Mode.
  2. From Windows Administrative Tools, select the Computer Management menu option. The Computer Management window appears.
  3. In the tree, under Storage, select Disk Management.
  4. Create a new primary partition, as the first partition, assign a drive letter to it, and then format the partition.
  5. Right-click on the newly created partition, then choose Mark Partition as Active.
  6. Delete the boot.ini.hdisk file from the root of the virtual disk.
  7. Run the Image Builder utility on the target device. This utility is at \Program Files\Citrix\Citrix Provisioning\P2PVS.exe.
  8. Specify the destination drive letter of the newly created partition, or the original boot HDD partition, as the virtual disk. The virtual disk first points to the destination drive partition by default.
  9. Clone the hard drive image to the virtual disk destination drive.
  10. To connect the virtual disk to the provisioning server, from the console, set the target device to boot from the hard drive, then PXE boot the target device. If this step is not completed correctly, the provisioning server is unable to connect with the virtual disk.
  11. Uninstall the product software. For details, see the section about removing Citrix Provisioning.

Install the master target device software

Complete the following steps to install the latest product software on the master target Device.

  1. Run the new Citrix Provisioning Server Target Device installer on the target device.
  2. PXE boot the target device.

Image the hard drive

Complete the following steps to image the target device’s hard drive onto the virtual disk file:

  1. Run the Image Builder utility on the target device. This utility is at \Program Files\Citrix\Citrix Provisioning\P2PVS.exe.
  2. Specify the drive letter of the newly created partition, or the original boot HDD partition, as the destination drive. The destination drive points to the virtual disk first partition by default.
  3. Clone the hard drive image to the virtual disk destination drive.

Boot from the virtual disk

Using the Citrix Provisioning console, set the target device on the provisioning server to boot from virtual disk, then reboot the target device. The new target device is now running the new virtual disk image.

Upgrade a target virtual disk using in-place upgrade

Use the information contained in this article to upgrade a target device virtual disk using the in-place upgrade method.

Important:

This upgrade procedure can only be used for Citrix Provisioning target devices using version 7.6.1 and newer. For Provisioning Services 7.6.1 and newer, the upgraded target is installed using the target install method, and is not upgraded using binary replacement. Citrix recommends that you uninstall if you are using version 7.6.0 or earlier.

Boot a target device into private image mode or a maintenance version

Use the information in this section to boot a target device in either private image mode, or to boot in maintenance mode.

Tip:

Back up the virtual disk before upgrading before booting from private image mode.

Boot in private image mode

  1. Shut down all other devices.

    Image of Citrix Provisioning Upgrade

  2. Set the virtual disk that you want to upgrade to private image mode:

    1. Open the virtual disk’s properties dialog by right-clicking the virtual disk, and choose Properties.

    2. From the Access mode group, select Private Image (single device, read/write access):

      Image of Citrix Provisioning Upgrade

      Image of Citrix Provisioning Upgrade

  3. Boot a target device using that virtual disk:

Boot in maintenance mode

  1. Right-click the standard mode virtual disk and choose the option Versions… to open the virtual disk Versions screen.

  2. Click the New button (in the upper right portion of the interface) to create a maintenance virtual disk version:

    Image of Citrix Provisioning Upgrade

  3. Set a target device that is using that virtual disk to maintenance mode by right-clicking on the target, then choose the Properties option.

  4. Choose Maintenance from the menu for the property type:

    Image of Citrix Provisioning Upgrade

  5. Boot a target device using the specified virtual disk version.

  6. Choose option 1 from the boot menu that appears when booting the target device:

    Image of Citrix Provisioning Upgrade

  7. The provisioning status tray of the device resembles:

    Image of Citrix Provisioning Upgrade

Tip:

The virtual disk’s name is followed by a .x where x is greater than or equal to 1 and the extension is .avhdx or .avhd.

Upgrade the Citrix Provisioning target device software

After booting a device into private image mode or a maintenance version, use the information in this section to upgrade the Citrix Provisioning target device software.

To upgrade the Citrix Provisioning target device software:

  1. Log into the target device using local administrator login credentials.
  2. Copy the PVS_Device.exe or PVS_Device_x64.exe to the target device.
  3. Right-click the installer and choose Run as administrator.
  4. Run the installer and choose all the options as you would install a fresh version.
  5. Click Finish to begin the upgrade.
  6. Shut down the target device.
  7. Open the virtual disk version interface.
  8. Click Promote to promote the virtual disk to either a test or production version:

    Image of the Citrix Provisioning upgrade process

    Tip

    The New button is grayed out and inaccessible.

    1. Test version - Use this version to verify the virtual disk is fully operational before promoting it to the production version.

    2. Production version - Represents the version used by all users in a full roll out of the virtual disk to the production environment.