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POC Guide: Citrix Profile Management with Workspace Environment Management

  • Contributed By: Amir Trujillo Special Thanks To: Steve Beals

Overview

Modern Citrix Management through WEM tools provides advanced User Profile solutions to deploy Traditional file base and Container-based profiles in a simplified way through the built-in templates and granular configuration for your WEM configuration sets.

This guide shows how to deploy a Citrix Profile Management solution using the Workspace Environment Management and the WEM Tool Hub.

 Prerequisites

You will use the Workspace Environment Management toolset to deploy your profile solution. These tools can be run from the same location, allowing you to centralize the configuration.

  • WEM Web console: The new Citrix Web console for WEM allows you to use the Out of the Box templates to set up your profile solution.   Run Citrix Workspace Environment Management Web Console.exe for on-premises environments to install the web console services. By default, the infrastructure services are installed in the following folder:

C:\Program Files (x86)\Citrix\Workspace Environment Management Web Console.

  • WEM Tool Hub: WEM Tool Hub is a collection of tools that aims to simplify the configuration experience for Workspace Environment Management administrators. As part of the Profile configuration, you need a Storage repository to allocate your profiles. That’s where you will use the WEM Tool Hub to configure everything from the same place. This tool provides a configuration wizard to create the repository in your File Server, create the shared folder, and assign it to your users. Go to the WEM Utilities tab in the WEM web console to download it.

Profile Configuration

  1. The first step is to enable” the Profile Management settings in the Workspace Environment Management web console. Go to Configuration Set name > Profiles > Profile Management Settings and click the Enable toggle. This will enable the configuration options and the Built-in Templates.

 

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  1. We will use Start with Template to configure a fresh Profile solution for our deployment.

 

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  1. After this, you start your configuration by selecting the type of Profile solution you want. In our case, we choose Container-based.

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Setting up the Profile solution

  1. The first step in setting up the profile solution is to set the basic settings. There are two mandatory inputs for the configuration and a few more optional settings:
  • Enable Profile Management: This option enables WEM to manage your profile settings.
  • Set path to user store: This is the store location where the profiles will be located.

Note:

To configure this, we will use the WEM Tool Hub advanced feature to centralize the configuration.

 

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Install and Configure the WEM Tool Hub

  1. Find the WEM Tool Hub install file you downloaded earlier. Install and Open the WEM Tool Hub and select User Store Creation Tool.

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Profile Container Configuration

Once you create the Profile Container Folder in the WEM Tool Hub and enter the path in the WEM configuration template, you can continue fine-tuning your Profile solution.

You have advanced options to manage your Profile:

  • Enable Folder and file Exclusions.
  • Enable file Inclusions.
  • Enable VHD Auto expansion: If enabled, when the profile container reaches 90% utilization, it automatically expands by 10 GB, with a maximum capacity of 80 GB. Depending on your needs, you can adjust the default auto-expansion settings using the following options: Auto-expansion trigger threshold (%), Auto-expansion increment (GB), and Auto-expansion limit (GB).
  • Set users and groups access to profile containers: 

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Profile Handling

These optional settings allow you to specify how to manage the User Profile. Depending on your profile needs, you can choose the following options:

  • Delete locally cached profiles on logoff: This setting sets a delay before deleting cached profiles. The time is set in seconds, and the value can be between 0 and 600 seconds.
  • Enable Template Profile: Profile Management can use a centrally stored template when creating profiles. The template can be a standard roaming, local, or mandatory profile on any network file share.

There are three options:

  • Template Overrides local profile.
  • Template overrides roaming profile.
  • Use template profile as Citrix Mandatory profile.

 

Note:

In Path to the template profile, enter the location of the profile you want to use as a template or mandatory profile. This path is the full path to the folder containing the NTUSER.DAT registry file and any other folders and files required for the template.

 

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Advanced Settings

Profile configuration through Workspace Environment Management allows you to apply advanced settings. In this section, we set up the following features:

  • Microsoft Applications Profile Containers: This part allows you to configure your profile container for Outlook, OneDrive, and Universal Windows Platform
  • Microsoft Outlook search index: The user-specific Microsoft Outlook offline folder file (*.ost) and Microsoft search database are roamed along with the user profile, improving the user experience when searching mail in Microsoft Outlook.

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  • Advanced VHD settings: Here, you can define the size of the containers and enable features such as Disk compaction and Multi-session write-back profile
    • Multi-session write-back for profile containers. If enabled, profile Management saves changes in multi-session scenarios for FSLogix Profile Container and Citrix Profile Management profile containers. If the same user launches multiple sessions on different machines, changes made in each session are synchronized and saved to the user’s profile container disk.
    • Customize storage path for VHDX files. This option lets you specify a separate path to store VHDX files. By default, VHDX files are stored in the user store. 
    • VHD disk compaction. If enabled, VHD disks are automatically compacted on user logoff when certain conditions are met. This policy lets you save the storage space consumed by the profile container, OneDrive container, and mirror folder container. You can adjust the default VHD compaction settings and behavior depending on your needs and available resources.

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Profile Validation

Once a user session is initiated, Workspace Environment Management will create the Profile container in the predefined store location created with the WEM Tool Hub.

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Summary

This guide walked you through the installation and configuration of Citrix Profiles for a Citrix DaaS or Citrix Virtual Apps and Desktops deployment, utilizing Workspace Environment Management tools to centralize the configuration and management. During the process, we used the WEM Tool Hub to create the profile store and templates for the Workspace Environment Management Web console. Finally, we validated the creation of the profile.

 


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