Product Documentation

Ribbon

The Ribbon contains the following controls:

Configuration set. Switch from one Workspace Environment Management site (configuration set) to another.

Create. Open the Create configuration set window.

Name. Site (configuration set) name as it will appear in the configuration set list in the Ribbon.

Description. Site (configuration set) description as it appears in the site edition window.

Site State. Toggles whether the site (configuration set) is Enabled or Disabled. When Disabled, Citrix Workspace Environment Management Agents cannot connect to the site (configuration set).

Edit. Open the Edit configuration set window, with similar options to the Create configuration set window.

Delete. Delete the site (configuration set). Note that you cannot delete “Default site” because it is required for Workspace Environment Management to function. You can, however, rename it.

Refresh. Refresh the site (configuration set) list. Note: The list does not refresh automatically when sites are created from different administration consoles.

Backup. Open the Backup Wizard to back up the current configuration to a Citrix Cloud folder. You can back up actions, settings or security settings. Use Restore to restore (apply) the settings in this Citrix Cloud folder to your Workspace Environment Management service configuration.

  • Actions. Back up selected Workspace Environment Management actions. Each type of action is exported as a separate XML file.

  • Settings. Back up selected Workspace Environment Management settings. Each type of setting is exported as a separate XML file.

  • Security Settings. Back up all Security tab settings in your current configuration set. Each type of rule is exported as a separate XML file.

Restore. Open the Restore Wizard to restore (apply) settings already backed using Backup to your current Workspace Environment Management service configuration set. Select a Citrix Cloud folder containing the Workspace Environment Management backup. (You can also restore settings from a Workspace Environment Management on-premises backup file.) Actions restored from backup are added to existing configuration set actions. Settings restored from backup replace existing configuration set settings.

  • Security Settings. Restore all Security tab settings. The settings in the backup file(s) replace the existing settings in your current configuration set. When you switch to or refresh the Security tab, any invalid application security rules are detected. These rules are automatically deleted and listed in a report dialog, which you can export.

    In the Confirm Application Security Rule Assignment dialog, select Yes or No to indicate how you want restore to handle application security rule assignments:

    • if you select Yes, restore attempts to restore rule assignments to users and user groups in your current configuration set. Reassignment only succeeds if the backed up users or groups are present in your current configuration set or active directory. Any mismatched rules are restored but remain unassigned, and they are listed in a report dialog which you can export in CSV format.
    • if you select No, all rules in the backup are restored without being assigned to users and user groups in your current configuration.

Restore settings from a Workspace Environment Management backup file

Warning:

When you restore settings, the current settings in your Workspace Environment Management service are overwritten.

Note:

Migration of existing on-premises WEM database to the WEM service is currently not supported.

The on-premises Workspace Environment Management Backup Wizard backs up the current configuration set to a special XML format file. You can restore (apply) the settings in this XML file to the current configuration set in your Workspace Environment Management service, using the following steps:

  1. In the Workspace Environment Management service Manage tab, open the Citrix Receiver for HTML5 session toolbar. Citrix Receiver for HTML5 toolbar

  2. Use Upload to upload the XML backup file to a Citrix Cloud folder. The default folder is DefaultUploadFolder.

  3. Use the Workspace Environment Management service Restore Wizard to restore from the Citrix Cloud folder.

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