Integrate with Citrix HDX plus for Windows 365 in a Session Recording deployment

This article walks you through the procedures of creating a Session Recording site through a host connection and then integrating the Session Recording service with Citrix HDX plus for Windows 365.

Requirements for using this solution

To successfully implement the solution, the following requirements must be fulfilled:

Citrix requirements

  • Citrix Cloud tenant with Citrix HDX Plus for Windows 365 entitlement
  • Citrix Cloud administrator account with full administrator rights.
  • The deployed environment must have access to:
    • https://*.citrixworkspacesapi.net (provides access to Citrix Cloud APIs that the services use)
    • https://*.cloud.com (provides access to the Citrix Cloud sign-in interface)
    • https://*.blob.core.windows.net (provides access to Azure Blob Storage, which stores updates for the Session Recording cloud client)

Microsoft requirements

  • Azure administrator account:
    • Azure AD Global administrator

Supported Configurations

The Session Recording service supports Windows 365 deployments with Entra joined, and Entra hybrid joined Cloud PCs.

Step 1: Add a host connection to your Azure subscription

For a step-by-step guide, see Add a host connection.

Step 2: Create and deploy a Session Recording site through the host connection

You can create a site to deploy the following Session Recording resources to your Azure subscription from within the Session Recording service:

  • Session Recording servers
  • Databases
  • Storage
  • Load balancer

You can also get recommended VM and storage configurations, predict costs, and view the actual monthly costs for using Azure from within the Session Recording service.

For an existing site deployed on Azure, you can add resources including servers and storage to it and change the IP addresses that are allowed to access the load balancer.

This article guides you through the following procedures:

  1. Select Configuration > Server Management from the left navigation of the Session Recording service.

    Server Management page

  2. On the Server Management page, click Create site. The Create Site page appears.

    Create site page

  3. Select Create and deploy a site through a host connection. The main steps are listed in the left navigation.

    Create and deploy a site through a host connection

  4. Enter a site name and description, select the host connection that you added in Step 1, and specify a region. Azure Government regions aren’t supported.

  5. After completing the site information, click Next to continue.

  6. (Optional) To get recommendations for VM and storage configurations, provide information about your recording needs.

    You can skip this step by clicking I’m good, skip this step or by clicking Next with nothing selected.

    Your recording needs

    When you select an option from the drop-down list, a recommendation is presented according to your selection. A reset button is available next to the recommendation. It lets you clear your selections and the corresponding recommendation in that section.

  7. Specify the virtual network and subnet for your Session Recording servers to join. If your VDAs reside in a different virtual network from the Session Recording servers or in an on-premises network, establish connectivity to ensure the Session Recording servers can communicate with your VDAs.

    Virtual network and subnet

  8. Create virtual machines (VMs) as your Session Recording servers.

    Create VMs as Session Recording servers

    Note:

    • The Number of VMs field is prefilled with the recommended number if there’s one. Change the number as needed.
    • Estimated costs are based on standard pricing and don’t take discounts into consideration. You can expect lower actual costs than estimated.
  9. Join the Session Recording servers to the same domain with your VDAs and specify a certificate for the Session Recording servers.

    • If your VDAs connect to an Active Directory domain, select the Join servers to an Active Directory domain check box and enter the relevant information. By selecting the Join servers to an Active Directory domain check box, you are configuring the deployment for a hybrid scenario, integrating on-premises Active Directory with Azure AD.

    • If your VDAs connect to an Azure Active Directory (Azure AD) domain, clear the Join servers to an Active Directory domain check box. After you complete creating the current site, make sure to manually join the Session Recording servers to the same Azure AD domain. Notice that pure Azure AD deployment is available only for Session Recording 2402 and later.

    Join servers to an Active Directory domain

    Join servers to an Azure Active Directory domain

    Note:

    Since July 2023, Microsoft has renamed Azure Active Directory (Azure AD) to Microsoft Entra ID. In this document, any reference to Azure Active Directory, Azure AD, or AAD now refers to Microsoft Entra ID.

  10. Configure an Azure storage account and file shares to store your recording files. For pricing information, see Azure Files pricing.

    Configure an Azure storage account and file shares to store your recording files

  11. Create two SQL databases in Azure. One is used as the Session recording database (named sessionrecording) and the other as the administrator logging database (named sessionrecordinglogging).

    Create two SQL databases in Azure

  12. Create a load balancer to distribute workload among the Session Recording servers. Enter the IP addresses or ranges of your VDAs and separate them by a comma (,) in the Restrict access of the load balancer to only the following addresses field. For pricing information, see Load Balancer pricing.

    Creating a load balancer

  13. (Optional) Apply tags to the Azure resources to be created.

    Applying tags to Azure resources

  14. Create a secure client to onboard the Session Recording servers to the Session Recording service.

    Click Create client to let Citrix create a secure client on your behalf. Alternatively, you can create a secure client through the Identity and Access Management > API Access tab of the Citrix Cloud console and then fill in the information below.

    Create client button

  15. View the summary about the site to be created. Click the pencil icon to edit your settings if needed or click the button to start deployment.

    Summary about the site to be created

    The following are examples of the deployment process:

    Deployment in progress:

    Deployment in progress

    While a site deployment is in progress, you can click View status to view the progress.

    Deployment failed:

    Deployment failed

    If errors occur during the deployment process, click View status to view the error details. For an example of the error details:

    Deployment error details

    You can click Back to configuration or cancel the deployment. If you click Back to configuration, you’re taken back to the Create Site page where you can alter your configurations and try again. If you’re sure to cancel the deployment, follow the wizard to remove the site and the Azure resources created for the site. For example:

    Deployment canceled

    Deployment success:

    When a site deployment is complete, you can expand the site and view and manage the resources created under it. The View status button changes to Settings. An Azure icon is available to represent sites deployed on Azure. For information about site settings, see Site and server settings.

    Deployed site

    Keep a record of the storage location and the DNS name listed in the load balancer section. The DNS name will serve as the Session Recording server name that you need to fill in later for communicating with the VDAs.

Step 3: Install and configure the Session Recording agent on Windows 365 cloud PCs

On the target Windows 365 cloud PCs, install the Session Recording agent. During the agent installation, make sure that you complete the following steps on the Agent configuration page:

  • Enter the DNS name you previously recorded in the Session Recording Server name text box.

  • If you are installing the Session Recording agent on an Azure AD joined machine, select Enable Azure AD support. Otherwise, clear the check box. By clearing the check box, you are configuring the deployment for a hybrid scenario, integrating on-premises Active Directory with Azure AD.

    Agent configuration

Step 4: Configure policies

The Session Recording service lets you view and configure session recording, event detection, and event response policies for a specific site. Each policy you create or activate applies to all Session Recording servers of a site.

For more information, see:

Step 5: Replay recorded sessions

To replay recorded sessions, go to the All Recordings and Archived pages. each recording has a play button on the right side. You can play live and completed recordings. For more information, see the View recordings chapter.