Tech Talk Oct 2008 Upgrade Migrate

Best Practices for
Upgrading/Migrating to
Citrix XenApp 5
Jo Harder, Senior Architect
October 2008

2© 2008 Citrix Systems, Inc. — All rights reserved
Assumptions & Definition of Terms
• Assumption is Platinum licensing with valid SA
• Definitions:
Server Upgrade Server Migration
A completely
new installation
of XenApp on
a server
Existing farm
Farm Migration
A completely
new installation
of XenApp
New farm
Install a new
version of
XenApp over
an existing
Presentation
Server version
on a server
Existing farm
- - -
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Agenda
Infrastructure
New Components and Features
Core XenApp 5 Upgrade/Migration
XenApp 5 Components
Scenarios

Plan and Design
• Failure to plan is
planning to fail
• Must review business
and technical
requirements as part of
planning process
• Create documented
design and review with
stakeholders

Understand Infrastructure and Limitations
• What do or will these functional
areas look like?
• Hardware, including virtualization
• Network
• Security
• Operating System and Directory Service
• Storage and data

Hardware
Area Example Impact / Consideration
Hardware
refresh plans
Some new physical
hardware to be purchased
for production
Need to revisit old automated server
build
Vendor make
and model
New vendor and model Learn about new vendor’s hardware
maintenance tool
x86 vs. x64 x64 can be used for new
servers only
Ensure that applications function
properly on x64
Virtualization CIO directive to virtualize
for disaster recovery only
Determine process and adherence
to disaster recovery plan
Scalability New servers only will have
additional resources
Adjust Load Evaluator based on
number of users and resource
requirements for each server type

Network
Bandwidth
requirement
New app to be added
that is highly graphical
Need to understand subsequent
bandwidth requirements
Current
bottlenecks
Several international
offices running near
100% utilization
Consider WAN optimization or
WAN upgrade
Planned
upgrades
Two locations tripling in
size and WAN link to
be doubled
Consider whether this will provide
sufficient bandwidth
WAN optimization WANScaler to be
implemented
More bandwidth will be available
Remote user
characteristics
No consistency in
home-based user
network link
Network-related troubleshooting
becomes more complex

Security
Current
security gaps
Secure Gateway only
allows secured external
access for ICA/CGP traffic
Does not allow remote users to
access other data types
New industry
or government
regulations
Use of shadowing requires
user to authorize
If XenApp servers were installed
without requiring user
authorization, need to re-install
Security
Manager
directives
No web servers in the DMZ Need to place Web Interface on
the internal network and
determine secure access
mechanism
Certificate
strategy
Internal certificates to be
used where feasible
To secure Citrix XML traffic, use
internally-generated certificates
for SSL Relay

Operating System and Directory Services
Upgrade vs.
migration
strategy
Existing servers will not be
upgraded; new OS
installation upon refresh
only
If XenApp farm servers will be
refreshed in batches, ensure that
mixed farm considerations are
minimized
Windows
Server 2008
adoption,
including AD
Windows Server 2008 to be
deployed for all new
servers; Active Directory
upgrade at least a year
away
Windows Server 2008 Terminal
Server Client Access Licenses will
be required
Terminal
Services
policies and
profiles
No Terminal Services
profile configured
Instead of defaulting to a local
profile, a Terminal Services profile
should be designated to improve
the user experience

Storage and Data
Citrix
databases
Data Store, EdgeSight,
Configuration Logging,
SmartAuditor
Oracle and SQL Server supported for
most requirements; only SQL Server
2005 supported for all
Backend
data
sources
New ERP application to
be brought online with
database servers and
support at vendor
location
Should rethink where database servers
are located because XenApp servers
and data sources should be at same
physical location to optimize application
responsiveness
Upgrade or
new
SAN/NAS
New SAN to be
implemented
User data, Terminal Services profiles,
and other data to be moved to SAN
DR/failover
data
repositories
No testing process for
data store database
backup
In the event of a data store failure,
server farm cannot be restored

Don’t Forget About . . .

Action Items: The Infrastructure

New Components and
Features to Consider

XenApp Components
Server- and Client-Side Components Advanced Enterprise Platinum
XenApp 5   
Web Interface 5.0.1   
Secure Gateway 3.1   
Application Streaming 1.2  
Resource Manager  
Installation Manager  
SmartAuditor 1.2 
Application Performance Monitoring (EdgeSight 5) 
Single Sign-On (Password Manager 4.6 w/SP1) 
EasyCall Plugin (not appliance) 
WANScaler Plugin (not appliance) 

XenApp Features
Feature Advanced Enterprise Platinum
Server-side Application Virtualization   
Client-side Application Virtualization  
Load Manager   
Resource Manager  
Printer Manager  
Installation Manager  
Application Performance Monitoring 
EasyCall 
Preferential Load Balancing 
SmartAccess 
SmartAuditor 
Single Sign-on 
WAN Optimization 

New Features
Feature Description Sample use case
Application
Streaming
Application Streaming now
includes inter-isolation
communication, HTTP/S
streaming, and differential updates
for offline applications.
A remote user needs to have three application
profiles, each containing Microsoft Office,
streamed securely to a remote location. With
inter-isolation communication, Microsoft Office only
needs to be streamed once, and the profile can be
streamed from an SSL-enabled web server.
Web Interface
User interface
and
Authentication
Usability enhancements including
mobile-sized interface, as well as
Kerberos ticketing and generic
RADIUS support available as
authentication options through
Web Interface 5.0.1.
The security manager of your company has
directed that all authentication to corporate
resources must occur by means of a new third-
party RADIUS product.
IPv6
Communica-
tions
By means of Secure Gateway 3.1,
secure external communications
can be configured to occur by
means of IPv6.
Because a government agency must adhere to a
mandate to communicate by means of IPv6
addressing, the agency implements Secure
Gateway 3.1 with IPv6.
ClearType Font
Smoothing
To improve the user display,
ClearType Font ClearType
improves readability on LCD
screens using sub-pixel rendering.
Windows Vista users report that their applications
appear clearer when accessed locally as
compared to XenApp-based applications, so the
administrator enables ClearType Font Smoothing.

New Features for Windows Server 2008 Only
Special Folder
Redirection
Desktop and/or (My) Documents
folder can be redirected without
the use of Active Directory GPOs,
minimizing administrative effort
and eliminating user confusion
when saving files.
Previously, users intermittently saved documents
to the Documents folder on the local drive and the
Documents redirected folder, and many help desk
calls were generated because users perceived that
documents had been lost. By using Special Folder
Redirection, only one Documents folder is
presented to users.
Preferential
Load Balancing
User sessions and/or applications
can receive higher priority and
subsequently be granted more
CPU resources.
A doctor accessing an emergency procedure
database is allocated higher preference as related
to both the load balancing decision and CPU
resources than a hospital administrator processing
insurance claims.
XPS Printing XPS printing can be enabled to
optimize printing and reduce
printer bandwidth requirements.
To address complaints by Windows XP- and Vista-
based users in a remote office that have heavy
printing requirements, an administrator enables
XPS printing.
Installation
Manager
Installation Manager is now based
on Windows Task Scheduler and
Powershell; it supports distribution
of MSI, MSP, MST, and EXE files.
In order to automate the distribution of executable-
based applications to XenApp servers, an
administrator elects to use Installation Manager.

New Features for Platinum Only
Active
Application
Monitoring
Sufficient data can be
gathered and presented
to document SLAs by
means of Application
Performance Monitoring
powered by EdgeSight.
An outsourced IT vendor must document application
availability and performance based on live and synthetic user
sessions during each workday.
Self-Service
Password
Reset Only
Deployment
Single Sign-On powered
by Password Manager
can be configured such
that only self-service
password reset
functionality is enabled
for users.
Company A has no requirement to enable password
management for applications. However, due to a short
password reset requirement, users frequently lock
themselves out of their domain accounts after extended
vacations or leave.

Action Items: New Features

Core XenApp 5 Upgrade
or Migration

What Exactly is XenApp 5 for Windows
Server 2003?
• Based on Presentation Server 4.5 architecture
• Server CD is exactly the same
• HRP03 strongly recommended
• Updated components
• License Server 11.5
• Access Management Console 3.0
• Web Interface 5.0.1
• Secure Gateway 3.1
• Application Streaming 1.2
• Application Performance Monitoring and Resource Manager powered by
EdgeSight 5
• Single Sign-On powered by Password Manager 4.6 SP1
• And some new server-side agents/plugins
• XenApp, Streaming, and EdgeSight

XenApp 5 for Windows Server 2003 Upgrade
Component Required Recommended Optional
License Server 11.5 
Access Management Console 3.0 
Hotfix Rollup Pack 3 
Documentation 
Web Interface 5.0.1 
Application Streaming Profiler 1.2 
Application Performance Monitoring
powered by EdgeSight
 (Platinum)
Resource Manager powered by
EdgeSight
 (Enterprise)
Secure Gateway 3.1 
Single Sign-On powered by Password
Manager


Hotfix Rollup Pack 3
• To be released on October 15
• Strongly recommended!
• Includes IMA enhancements
• Particularly beneficial to large farms
• Election process improvements
• Dynamic data communications optimized
• Installation order:
• Data Collector
• Database Connection Server (if exists)
• Primary Farm Metric Server (if exists)
• Backup Farm Metric Server (if exists)
• Member servers

Upgrade/Migration Steps to XenApp 5 for Windows Server 2003
Upgrading from Presentation Server 4.5
with or without Feature Pack 1 to
XenApp 5 for Windows Server 2003
Migrating from any previous version to
1. If upgrade is from Presentation Server
4.5 without Feature Pack 1:
a. If .NET 2.0 SP1 or higher is not
present, install it from the Support
folder of the CD
2. Ensure that Java Runtime
Environment 1.6 Update 5 or higher is
installed.
3. Upgrade Documentation, License
Server, Access Management Console
and Web Interface in this order.
4. Install Hotfix Rollup Pack 3 on each
server.
5. Install or upgrade other components
as deemed necessary.
1. Install Windows Server 2003
(including .NET SP1 or higher and
Java Runtime Environment 1.6
Update 5 or higher) and Presentation
Server 4.5 Feature Pack 1.
a. Replace Documentation, License
Server, Access Management
Console, and Web Interface with
XenApp 5 for Windows Server
2003 components.
b. Install Hotfix Rollup Pack 3 on
each server.
2. Install other components as deemed
necessary.

Action Items: XenApp 5 for Windows
Server 2003 Upgrade

Considerations
• Most administration screens will still read
Presentation Server 4.5
• Only the Citrix License Server and Access
Management Console must be upgraded
• HRP03 and Web Interface 5.0.1 strongly
recommended

What Exactly is XenApp 5 for Windows
Server 2008?
• New server-side installation
• Server migration only; no server upgrade
• Requires new installation of Windows Server 2008
• Cannot upgrade operating system and then XenApp version
• All server-side agents/plugins are supported on
XenApp 5 for Windows Server 2008 servers

Upgrade/Migration Steps to XenApp 5 for Windows Server 2008
Upgrading from Presentation Server 4.5
with or without Feature Pack 1 to
Migrating from any previous version to
1. There is no upgrade path. 1. Install Windows Server 2008,
including prerequisites:
a. Application Server role
b. Terminal Services role
c. Java Runtime Environment 1.6
Update 5 or higher from
http://www.java.com
d. Web Server (if port sharing)
a. Install License Server 11.5 (see
below).
b. Install Access Management Console.
c. Install Web Interface (see below).
d. Install XenApp 5.
e. Install other components as deemed
necessary.

Considerations
• Requires new operating system installation
• Can now be virtualized by means of XenServer 5
• XenApp 5 for Windows Server 2008 can co-exist in
farm with XenApp 5 for Windows Server 2003

Action Items: XenApp 5 for Windows
Server 2008 Migration

Components
• License Server 11.5
• Web Interface 5.0.1
• Secure Gateway 3.1
• Installation Manager for XenApp 5 for Windows Server 2008
• Application Streaming 1.2
• Application Performance Monitoring and Resource Manager
powered by EdgeSight 5
• Single Sign-On powered by Password Manager 4.6 with SP1
• SmartAuditor 1.2

License Server 11.5
• Required for XenApp 5
Upgrade/Migration Steps to License Server 11.5
Upgrading from License Server 11.3 Migrating to License Server 11.5 on
Windows 2000 Server, Windows Server
2003, or Windows Server 2008
1. Ensure that MSI 3.0 or higher is
installed.
2. Install License Server 11.5
1. Install Windows 2000 Server,
Windows Server 2003, or Windows
Server 2008. Windows 2000 Server
and Windows Server 2003 requires
MSI 3.0 or higher and IIS. Windows
Server 2008 requires Web Server (IIS)
role.
2. Install License Server 11.5

Web Interface 5.0.1
• Not the same as Web Interface 5.0
• Web Interface 5.0 only supports XenDesktop
Upgrade/Migration Steps to Web Interface 5.0.1
Upgrading from Web Interface 4.0 or
higher
Migrating to Web Interface 5.0.1 on
Windows Server 2003 SP2 or higher or
Windows Server 2008
1. Ensure that .NET Framework 2.0 SP1
is installed.
2. Install Web Interface 5.0.1.
1. Install Windows Server 2003 or
Windows Server 2008. Windows
Server 2003 requires IIS and .NET
Framework 2.0 SP1. Windows Server
2008 prerequisites are:
a. Web Server (IIS) role, including
IIS6 Management Compatibility
and ASP.NET, and .NET
Framework 3.5.
2. Install Web Interface 5.0.1.

Secure Gateway 3.1
• Required for IPv6 functionality
Upgrade/Migration Steps to Secure Gateway 3.1
Upgrading from Secure Gateway 3.0 on
Windows Server 2003
Migrating to Secure Gateway 3.1 on
Windows Server 2003 or Windows
Server 2008
1. Install the Microsoft IPv6 network
component for IPv6 functionality.
2. Install Secure Gateway 3.1.
Windows Server 2008 (including
prerequisites).
a. If Windows Server 2003, install
the Microsoft IPv6 network
component for IPv6 functionality.
b. Install a certificate.
2. Install Secure Gateway 3.1.

Installation Manager
• New Installation Manager only available for
• Can be used to distribute applications based on MSI, MSP, MST, or EXE
• Does not include a packager utility
• Legacy Installation Manager to be used for

Installation Manager (cont’d)
Upgrade/Migration Steps to Installation Manager for XenApp 5
for Windows Server 2008
Upgrading to Installation Manager for
Migrating to Installation Manager for
1. There is no upgrade path. 1. On Windows Vista or Windows Server
2008 administration computer install:
a. .NET Framework 3.5.
b. PowerShell 1.0.
c. Installation Manager
Administration package.
2. On XenApp 5 for Windows Server
2008 servers install:
a. .NET Framework 3.5.
b. PowerShell 1.0.
c. Installation Manager Utilities
package.

Application Streaming 1.2
• Requires new Profiler and XenApp plugin
• No longer supports Windows 2000
Upgrade/Migration Steps to Application Streaming 1.2
Upgrading from Application Streaming
1.1 Profiler on any supported Windows
operating system to Application
Streaming 1.2 on same Windows
operating system
Migrating to Application Streaming 1.2
Profiler on any supported Windows
operating system
1. Install Application Streaming 1.2
Profiler.
1. Install Windows operating similar to
target device.
2. Install the Application Streaming 1.2
Profiler.

Application Performance Monitoring and
Resource Manager powered by EdgeSight 5
• EdgeSight 5 technology
• Application Performance Monitoring enables full feature set for Platinum
• Resource Manager enables partial feature set for Enterprise
• Same installation process
• Requires EdgeSight 5 agent on servers

Application Performance Monitoring
Upgrade/Migration Steps to EdgeSight 5
Upgrading from EdgeSight 4.5 on
Windows Server 2003 to EdgeSight 5 on
Windows Server 2003
Migrating to EdgeSight 5 on Windows
Server 2008
1. Backup the existing EdgeSight
database.
2. Install EdgeSight 5 on the existing
EdgeSight 4.5 console server in order
to perform an upgrade to EdgeSight 5.
a. If an EdgeSight database exists on
the same or other server, it can be
upgraded during the installation
process.
3. Install the EdgeSight 5 agent on each
XenApp server and reboot.
1. Backup the existing EdgeSight
database if it exists.
2. Install Windows Server 2008 (including
prerequisites), SQL Server (must install
Database Services, Reporting Services,
and Workstation components), and
EdgeSight 5.
a. If an EdgeSight database exists on
another server, it can be upgraded
during the installation process.

Resource Manager
Upgrade/Migration Steps to Resource Manager for XenApp 5
Upgrading from Resource Manager for
Presentation Server 4.5 to Resource
Manager for XenApp 5 for Windows
Server 2008
Migrating to Resource Manager for
XenApp 5 on Windows Server 2003 or
Windows Server 2008
1. There is no upgrade path. 1. Install Windows Server 2003 or
prerequisites), SQL Server (if on the
same server), and Resource
Manager.

Single Sign-On Powered by Password
Manager 4.6 with SP1
• Enables Self-Service Password Reset only
Upgrade/Migration Steps to Password Manager 4.6 w/SP1
Upgrading from Password Manager 4.6
on Windows Server 2003 to Password
Manager 4.6 w/SP1 on Windows Server
2003
Migrating to Password Manager 4.6
w/SP1 on Windows Server 2003 or
Windows Server 2008
1. Install Password Manager 4.6 with
SP1.
certificate and other prerequisites).
2. Create Central Store.
3. Install Password Manager 4.6 with
SP1.

SmartAuditor 1.2
• Supports XenApp 5 for Windows Server 2008
Upgrade/Migration Steps to SmartAuditor 1.2
Upgrading to SmartAuditor 1.2 on
Windows Server 2003
Migrating to SmartAuditor 1.2 on
Windows Server 2008
1. There are no components to upgrade. 1. Install the SmartAuditor agent on the
servers.

Component Considerations
• As with core XenApp installation, upgrading the
operating system is not supported
• SQL Server 2005 is the only database that
supports all XenApp database requirements
• If Enterprise licensing, EdgeSight installation will
automatically install Resource Manager
functionality

Action Items: Components

Scenarios
1. Presentation Server 4.5 farm to be upgraded to
XenApp 5 for Windows Server 2003 with HRP03
2. Presentation Server 4.5 farm to be upgraded to
XenApp 5 for Windows Server 2003 with HRP03
and some XenApp 5 for Windows Server 2008
3. XenApp 5 for Windows Server 2008 only
Scenario
XenApp 5 for Windows
Server 2003 with HRP03
XenApp 5 for Windows
Server 2008
1 
2  
3 

Scenario #1
• I’m currently running Presentation Server 4.5 on a
200-server farm based on three zones
• I want to upgrade to XenApp 5 for Windows Server
2003 to take advantage of new Resource Manager
and Web Interface
• I’ve just renewed Subscription Advantage
(Enterprise)

Installation Steps
1. Upgrade to Citrix License Server 11.5
2. Upgrade to Access Management Console 3.0
3. In any order:
• Upgrade to XenApp 11.x plugin on client devices
• Upgrade to Web Interface 5.0.1
• Install EdgeSight 5
• Automatically installs Resource Manager based on Enterprise licensing
1. Server-side upgrades:
• Install HRP03
• Install EdgeSight 5 Agent
• Upgrade to XenApp 11.x plugin

Remember To . . .
• Install HRP03 in proper order:
• Data Collector
• Database Connection Server (if exists)
• Primary Farm Metric Server (if exists)
• Backup Farm Metric Server (if exists)
• Member servers
• Save Web Interface configuration before upgrading
• Just to be safe!

Scenario #2
• I’m currently running Presentation Server 4.5 on a
10-server farm based on one zone
• I want to upgrade to XenApp 5 for Windows Server
2003 including HRP03 and Web Interface 5.0.1
• I will add several XenApp 5 for Windows Server
2008 servers to the existing farm

Installation Steps
2. Upgrade to Access Management Console 3.0
3. In any order:
• Upgrade to XenApp 11.x plugin on client devices
• Upgrade to Web Interface 5.0.1
• Install HRP03 on servers
• Upgrade to XenApp 11.x plugin on server
1. Install Windows Server 2008 and XenApp for
Windows Server 2008, including Advanced
Configuration Tool

Remember To . . .
• Install HRP03 in proper order
• Save Web Interface configuration before upgrading
• Designate a XenApp 5 for Windows Server 2003
HRP03 server as the Data Collector
• Administer the servers based on the respective
consoles
• Ensure that the License Vendor Daemon Port is
uniform

Scenario #3
• I want to implement a new farm based on XenApp 5
for Windows Server 2008 that will run in parallel with
an existing farm
• New Web Interface server will consolidate both
farms
• The new farm will incorporate Installation Manager
and Streaming to server
• Can’t upgrade client-side plugins at this time

Installation Steps
2. Install XenApp for Windows Server 2008
• Install clean operating system
• Create Data Store
• Install Access Management Console
• Install Web Interface
• Install first server and create new XenApp farm
• Install XenApp plugin for Hosted Apps & XenApp plugin for Streamed Apps
• Install Advanced Configuration Tool
1. In any order:
• Install Installation Manager on administration computer and each XenApp
server
• Install Streaming Profiler on profiling computer

Remember To . . .
• Install all Windows Server 2008 prerequisites prior
to commencing installation
• Configure both farms within Web Interface

General Recommendations
• Plan, document, and test the new environment
• Mixed mode should be a temporary solution used
for the shortest reasonable time
• Consider all Citrix database requirements
• Be aware that XenApp 5 Subscription Advantage
licensing eligibility date is August 27, 2008

Ready . . . Set . . . Go!
• If you’re an experienced administrator and feel
comfortable with upgrading or migrating . . .
Congratulations!!!!!!!!
• If you are a new administrator or have a complex
environment, consider getting help
• Citrix partner
• Citrix Consulting

Resources
• CTX117913: Technical Guide to
Upgrading/Migrating to XenApp 5
• CTX117903: XenApp 5 for Windows Server 2003
Installation Checklist
Upgrade Guide
Installation Checklist
Installation Guide

Summary
• Understand the existing infrastructure
• Learn about new features and functionality
• Determine the upgrade or migration path for
XenApp, as well as components
• Take advantage of documentation and resources

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