Ribbon

The Ribbon contains the following controls:

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

Create. Open the Create configuration set window.

Name. Site name as it appears in the site list in the Ribbon.

Description. Site description as it appears in the site edition window.

Site State. Toggles whether the site is Enabled or Disabled. When Disabled, WEM agents cannot connect to the site.

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

Delete. Delete the site. You cannot delete “Default site” because WEM relies on it to function. You can, however, rename it.

Refresh. Refresh the site list. The list does not refresh automatically when sites are created from different administration consoles.

Backup. Open the Backup wizard to save a backup copy of your current configuration to the WEM administration console machine. You can back up actions, settings, security settings, and Active Directory (AD) objects.

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

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

  • Security Settings. Back up all settings present on the Security tab. Each type of rule is exported as a separate XML file.

  • AD objects. Back up the users, computers, groups, and organizational units that are managed by WEM. The Backup wizard lets you specify which type of AD objects to back up. There are two types of AD objects:

    • Users. Singe users and user groups
    • Machines. Single machines, machine groups, and OUs

    Note:

    You can name your backup copy, but you cannot specify the location where the backup copy is saved. The backup copy is automatically saved to a default folder in Citrix Cloud.

Restore. Open the Restore wizard to revert to a previously backed up version of your WEM service configuration. When prompted, select the applicable backup copy from the dropdown. Select a Citrix Cloud folder containing the backup. You can also restore settings from a Workspace Environment Management on-premises backup file.

  • Security Settings. Restore all settings present on the Security tab. The settings in the backup file(s) replace the existing settings in your current site. 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 site. Reassignment succeeds only if the backed up users or groups are present in your current site or AD. 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 site.
  • AD objects. This option restores the backed up AD objects to the existing site. The Restore wizard gives you granular control over AD objects to be imported. On the Select the AD objects you want to restore page, you can specify which AD objects you want to restore and whether to overwrite (replace) existing WEM AD objects.

Note:

  • Restored actions are added to existing site actions.
  • Restored settings replace existing site settings.
  • Restored AD objects are added to or replace existing site AD objects, depending on whether you selected Overwrite mode in the AD objects page of the Restore wizard.
  • If you selected Overwrite mode, all existing AD objects are deleted before the restore process starts.

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.

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 Workspace app for HTML5 session toolbar. Citrix Workspace app 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.