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Use the following sequence to set up your Workspace Environment Management service deployment. Review the entire process before starting the deployment, so you will know what to expect. Links are provided to product documentation and videos.

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

When you evaluate or purchase the Workspace Environment Management service, the Citrix Service Operations team provides ongoing onboarding help. That team also communicates with you to ensure that the Workspace Environment Management service is running and configured correctly.

The onboarding steps are:

  1. Sign up for a Citrix account and request a Workspace Environment Management service trial.
  2. Discuss integration requirements with Citrix.
  3. 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’re ready to proceed, go to https://onboarding.cloud.com.

After you log on, in the Workspace Environment Management 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 Workspace Environment Management 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.

When you are authorized to access the trial, the text on the Workspace Environment Management service tile changes to Manage.

Note:

When you click Manage, you can start configuring your Workspace Environment Management service in the administration console. However, before you do that, set up your resource locations by adding Citrix Cloud Connectors.

Where to go next

If you haven’t already set up your hypervisor or cloud service, or Active Directory, see Set up a resource location.

If your host environment and Active Directory are already set up, see Create a connection.

Want to review the entire configuration process? See Install and configure.

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