Deployment Guide: Windows 10 Deployment Guide

Overview

This guide provides high level instructions to install the Citrix Virtual Delivery Agent (VDA) on Windows 10. Deploy Virtual Machines (VMs) with Citrix Machine Creation Services (MCS) via Citrix Virtual Apps & Desktops (CVAD) Service

The following steps covered in this Guide

  • Install VDA
  • Optimize Windows 10 for MCS
  • Create a Machine Catalog & deploy VMs
  • Create a Delivery Group & assign VMs
  • Configure Citrix Workspace & Citrix Files clients

Prerequisites

Note

This guide assumes that the reader has a basic understanding of the following technologies:

Citrix Cloud, CVAD Service & basic Windows administration

  1. A Windows 10 VM in Microsoft Azure, Google Cloud Platform (GCP) or an on-premises virtual environment

  2. A Citrix Cloud account with CVAD Service permissions

  3. A domain account with the ability to create machine accounts in the desired OU

  4. A Citrix.com account to download software

    • Citrix VDA
    • Citrix Optimizer

Windows VM Preparation

  1. Join VM to the domain

  2. Launch windows settings & check for updates

  3. Install applications required for the image template & any OS configuration

Citrix Virtual Delivery Agent

Note

It is recommended to use the latest VDA version for optimal performance, security, and functionality

  1. Log in to Citrix.com/downloads and download the latest version of the VDA

  2. Run the VDA setup file “VDAWorkstationSetup_xxxx.exe” as an administrator.

  3. Select Create a master MCS image, click Next

    Azure VM

  4. If you would like the full workspace experience or to deliver virtual applications, select the Citrix Workspace App, click Next

    Azure VM

  5. If you require access to Citrix Files/Content & Collaboration select the Citrix Files for Windows (Outlook integration option is also available), click Next

    Azure VM

    Note

    For a full list of VDA install options see Install VDA or use Citrix VDA Commandline Helper Tool.

  6. Enter the Fully Qualified Domain Name (FQDN) of each Cloud Connector (at least two are recommended for tolerance). After initial registration, VDA retrieves a list of remaining controllers (read more about VDA Registration - Auto-Update functionality).

  7. Select Test Connection & if successful select Add

  8. Click Next

    Azure VM

  9. Depending on your specific requirements, select the firewall configuration accordingly, click Next

    Azure VM

  10. Review the summary & click Install

    Azure VM

  11. Confirm everything was installed successfully, check the box to restart machine & click Finish

    Azure VM

Citrix Optimizer

  1. Log in & download Citrix Optimizer from Citrix Optimizer

  2. Run Citrix Optimizer as an administrator

  3. Select the appropriate Windows 10 Build

    Citrix Optimizer

  4. Select Analyze

    Citrix Optimizer

  5. Once the analyses are complete View results

  6. Select all the desired optimizations & select Optimize

  7. View the results & click Done

    Citrix Optimizer

Create Machine Catalog & Deploy VMs

Note

Resources

We are using Microsoft Azure as a resource location in this scenario. For a full list of supported Hypervisors & Clouds see Hosts / virtualization resources

Hosting Connections

The available resources are based on the hosting connections already added in Citrix Studio. See the following article for information on creating CVAD hosting connections

  1. Log into Citrix Cloud

    Azure VM

  2. Select the Virtual Apps & Desktops tile

    Azure VM

  3. Select Manage, then Web Studio

  4. From within Web Studio, select Machine Catalogs, then Create Machine Catalog

    Azure VM

  5. Select Multi-session OS for Windows 10 AVD or Operating System as appropriate based on your deployment, click Next

    Azure VM

  6. Select Machines that are power managed

  7. Deploy machines using Citrix Machine Creation Services, select the appropriate Resource, click Next

    Azure VM

  8. Select Master Image previously created

  9. Select the minimum functional level & click Next

    Azure VM

  10. Select Storage & License Types based on your environment

    Azure VM

  11. Enter the number of Virtual Machines you would like to create, along with the machine size, click Next

    Azure VM

  12. Configure Write Back Cache as appropriate, click Next

    Azure VM

  13. Select the appropriate Resource Group provisioning method, click Next

    Azure VM

  14. Select Network Interface Card to be associated with the VM, click Next

    Azure VM

  15. Select whether to create new AD accounts, where to create them & the naming convention to be used, click Next

    Azure VM

  16. Add the Domain credentials to be used to perform the account operations, click Next

    Azure VM

  17. Verify the Summary, add a Machine Catalog name and Machine Catalog description, then click Finish

    Azure VM

Note

Wait for the machine catalog to create and the new VM disk. Time depends on the number of VMs specified

Create Delivery Group

  1. Log into Citrix Cloud & select the Virtual Apps & Desktops tile

  2. Select Manage, then Web Studio

  3. From within Web Studio, select Delivery Group, then Create Delivery Group, click Next

    Azure VM

  4. Select the Machine Catalog you created (above)

  5. Choose the number of machines you created or want to add to the Delivery Group, click Next

    Azure VM

  6. Select the Users assignment method (We are using Citrix Cloud for assignment in this scenario). Click Next

    Azure VM

  7. If adding applications to be published separately add these here (We are only publishing a desktop in this scenario). Click Next

    Azure VM

  8. Provide the Delivery Group name and Display name, click Finish

    Azure VM

  9. Once created, view the machines & check their registration status

    Azure VM

Assign Users to Desktop

  1. Log in to Citrix Cloud & from the landing page select View Library

    Azure VM

  2. Locate the new Windows 10 Desktop resource in the Library, select the ellipsis (3 dot menu item in the top right corner), and select Manage Subscribers

    Azure VM

  3. Add users or groups to assign desktop

    Azure VM

Client Configuration

Note

Best practice would be to automate the configuration of the Citrix Workspace & Citrix Files clients

Once the user has launched the virtual desktop & logged in they are able to carry out the following tasks

Citrix Workspace App

  1. From the start menu launch Citrix Workspace

    Azure VM

  2. Add the URL to your Citrix environment

    Azure VM

  3. Enter your User name & Password

    Azure VM

  4. Once authenticated you see any assigned resources in the workspace or populated in the start menu

Citrix Files

Note

This assumes the option to install Citrix Files was selected when installing the VDA above

If not the latest version can be downloaded from Citrix Files for Windows

  1. Check Citrix Files status from the icon in the system tray. If offline, right-click the icon & select login

    Azure VM

  2. Open Windows Explorer & check Citrix Files S: drive is available

    Azure VM

Citrix Files For Outlook

Note

This assumes the option to install Citrix Files for Outlook was selected when installing the VDA above

If not the latest version can be downloaded from Citrix Files for Outlook

  1. Open Outlook & the Citrix files plug-in is visible along the Outlook tool bar. If you are logged on to the VM with a valid Citrix Files account, the authentication passes through and enables Citrix files functionality

    Citrix Files for Outlook

  2. Select the icon to view the default settings

    Azure VM

Note

Best practice would be to have Citrix Files & Citrix Files for Outlook settings configured centrally

For information on deploying & configuring Citrix Content & collaboration see the following article Citrix Content & Collaboration

Deployment Guide: Windows 10 Deployment Guide