Product Documentation

Migration examples

Jul 22, 2013

Example 1: Single large scale XenDesktop 4 farm to a XenDesktop 7 Site

In this example, the entire XenDesktop 4 farm is upgraded to XenDesktop 7.

Starting conditions

A XenDesktop 4 farm is in use. The XenDesktop 4 farm has 50 desktop groups, where each group contains an average 100 desktops in it. The XenDesktop 4 desktops are provided through Provisioning Services (PVS), and the machines are running on VMware ESX hypervisors. The VDA software installed on all the VMs is the XenDesktop 4 VDA software.

Migration steps

  1. Upgrade all XenDesktop 4 VDAs to XenDesktop 5.6 Feature Pack 1 VDA software. Doing so allows the VDAs to register with both the XenDesktop 4 controller and the XenDesktop 7 Delivery Controller.
  2. Make sure that all users log off the existing XenDesktop 4 farm.
  3. Make sure that all these machines are in maintenance mode.
  4. Run the export tool (XdExport) on the existing XenDesktop 4 farm.
  5. Install XenDesktop 7.
    1. Perform the XenDesktop 7 Site configuration using Studio. Select the Deployment Wizard Full Production Site mode.
    2. Upgrade the Provisioning Services (PVS) server and PVS agents if PVS is part of the deployment.
    3. Upgrade the License Server (and associated licenses).
  6. Unzip the Import Tool (XdImport) to a local directory on the XenDesktop 7 Delivery Controller.
  7. Copy the XML file (XdSettings.xml) generated in Step 3 by the Export Tool to the local directory.
  8. From the PowerShell pane of the Studio root node on the XenDesktop 7 Site, start a PowerShell session.
  9. Run the Import Tool (XdImport) passing the credentials of the associated hypervisors, and the path of the XML file.
  10. Manually recreate Administrator settings through Studio's Administrator node, as described in Administrators.
  11. Modify the imported desktops to use registry-based Controller discovery; and point them to the new XenDesktop 7 Delivery Controller.
  12. For VDAs running on Windows 7, Citrix recommends that you upgrade those VDAs to use the XenDesktop 7 Desktop OS VDA. Doing so provides access to all XenDesktop 7 features.

    After upgrading VDA software to XenDesktop 7 for machines in a catalog or Delivery Group, upgrade the catalog and Delivery Groups as described in Upgrade a machine catalog and Upgrade a Delivery Group.

  13. Remove the Delivery Groups from maintenance mode.
  14. Configure StoreFront to provide the desktops formerly provided through Web Interface. For information about installing and configuring StoreFront, see To install and set up StoreFront.

Example 2: Complete a XenDesktop 4 farm export with a partial import to XenDesktop 7.1 Site

This example shows a more commonly used method in which migration occurs in a number of steps, at each step migrating a subset of the remaining desktops needing migration.

Starting conditions

A XenDesktop 4 farm is in use, and an XenDesktop 7.1 Site has already been created and is in use. The XenDesktop 4 farm has 50 desktop groups, and each group contains an average 100 desktops. The XenDesktop 4 desktops are provided through PVS, and the machines are running on Citrix XenServer hypervisors. The version of VDA software installed on all XenDesktop 4 virtual machines is XenDesktop 4.

Migration steps
  1. Run the export tool on the existing XenDesktop 4 farm.
    1. Unzip the Export Tool (XdExport) on one of the Desktop Delivery controller machines in the farm.
    2. As a Citrix Administrator, run the Export Tool with no parameters.
  2. Copy and edit the resulting XML file so that it contains only the groups and desktops that you want to migrate.
  3. Make sure that all users on desktops to be migrated have logged off the existing farm.
  4. Make sure that all desktops that are to be migrated are in maintenance mode on XenDesktop 4.
  5. Unzip the Import Tool (XdImport) to a local directory on the XenDesktop 7.1 Delivery Controller.
  6. Copy the edited XML to the local directory.
  7. From the PowerShell pane of the Studio root node on the XenDesktop 7.1 Site, start a PowerShell session.
  8. Run the Import Tool (XdImport) passing the credentials of the associated hypervisors, and the path of the XML file.
  9. Manually recreate Administrator settings through Studio's Administrator node, as described in Administrators.
  10. Modify the imported desktops to use registry-based Controller discovery; and point them to the new XenDesktop 7.1 Delivery Controller.
  11. Upgrade all VDAs to the appropriate VDA software:
  12. Remove the Delivery Groups from maintenance mode.
  13. Configure StoreFront to provide the desktops formerly provided through Web Interface. For information about installing and configuring StoreFront, see To install and set up StoreFront.