Workspace Environment Management

Get started: Plan and build a deployment

August 28, 2024

Contributed by:

C C

If you are not familiar with the components used in a Workspace Environment Management (WEM) service deployment, see Workspace Environment Management service.

If you are migrating from an on-premises WEM deployment, see Migrate to cloud.

How to use this article

To set up your WEM deployment, complete the tasks summarized below. Links are provided to each task’s details.

Review the entire process before starting the deployment, so you know what to expect. This article also links to other helpful information sources.

Plan and prepare

See the Citrix Tech Zone documentation articles to help establish goals and define use cases and business objectives, and to get to know configuration considerations.

To learn how WEM improves the overall experience and enhances the security of the deployment, see Tech Brief: Workspace Environment Management.
To learn the architecture and deployment considerations for this cloud-based service, see Reference Architecture: Workspace Environment Management.
To learn how WEM optimizes resource utilization, logon times, and RAM usage, see Tech Insight: Workspace Environment Management. Watch the videos there.

Sign up for a Citrix account and request a WEM service trial.
Discuss integration requirements with Citrix.
Complete settings in the Citrix Cloud portal.

To sign up for a Citrix account and request a trial, contact your Citrix Sales Representative. When you are ready to proceed, go to https://onboarding.cloud.com.

After you log on, in the WEM service tile, click Request Trial. The text changes to Trial Requested. You will receive an email when your trial is available.

Note:

While waiting for the trial, you can review the information referenced in Where to go next. Although Citrix hosts and delivers your WEM service solution, you manage the machines that deliver applications and desktops, plus the applications and users. You can spend this time setting up the infrastructure to your corporate services, such as Active Directory.

Determine which setup method to use

Each machine that WEM manages must have a WEM agent installed on it. WEM agents connect to the WEM service and enforce settings you configure in the administration console. Before you install the agent, determine a setup method that suits your deployment needs.

There are three setup methods to connect the agent to the WEM service:

Cloud Connector. Use this method if your machines are domain-joined. This method requires that you set up resource locations and install at least one Citrix Cloud Connector in each.
- For high availability, we recommend that you install two Cloud Connectors in each resource location.
- Resource locations contain infrastructure services (such as Active Directory and Cloud Connectors) and the machines that deliver apps and desktops to users.
See Resource locations and Cloud Connector installation.

Video about installing Cloud Connectors:
Non-domain-joined. Use this method if you want to manage non-domain-joined machines in Citrix DaaS deployments. This method requires that you select Skip Configuration when installing the agent.
Enrollment. Use this method to enroll WEM agents without configuring Cloud Connectors. This method requires that you select Skip Configuration when installing the agent.

The following provides general guidance to help you decide which method to use.

For machines managed by Citrix DaaS. Use the same method to connect the agent to Citrix Cloud as you do for the Virtual Delivery Agent (VDA) — through the Cloud Connector or the non-domain-joined method.
For machines not managed by Citrix DaaS. Use the Cloud Connector or the enrollment method.

Install the agent

Each machine that WEM manages must have a WEM agent installed on it. See Install the agent.

Manage your deployment

After you complete the tasks above that set up your WEM deployment, start the WEM administration console. There are two consoles available:

We are in the process of migrating features from the legacy console to the web console. The web console responds faster than the legacy console and provides more functionalities. To see the features available only in the web console, see What’s new.

More information

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

Was this helpful

Get started: Plan and build a deployment

August 28, 2024

Contributed by:

C C

August 28, 2024

Contributed by:

C C

Get started: Plan and build a deployment

How to use this article

Plan and prepare

Sign up

Determine which setup method to use

Install the agent

Manage your deployment

More information

In this article