Category Archives: Citrix Workspace app

Citrix Virtual Apps & Desktops or CVAD Service Migration Strategies

The path to operating from the Citrix Cloud Platform for Citrix Virtual Apps and Desktops often can appear like your need to climb to the summit of K2, this is purely because for IT its foreseen as another key yet, rapid IT Transformation project to solve a multitude of business and business IT challenges (its different organisation by organisation). I’ve therefore put together a simple blended digital doodle on this very topic highlighting some key learnings, leading practises from the field and my own thoughts and thinking on this very topic.

If you want to go deep or even get started on your own migration project today, then i strongly recommend that you read and review the “Proof of Concept: Automated Configuration Tool” available at – https://docs.citrix.com/en-us/tech-zone/learn/poc-guides/citrix-automated-configuration.html, which covers off a step by step guide from installation to migration of on-premises CVAD configurations to the CVAD Service operating and run in the Citrix Cloud Platform – https://citrix.cloud.com. The following series of TechZone articles list at – https://docs.citrix.com/en-us/tech-zone.html#citrix-virtual-apps-and-desktops will also add value in your pivot to the CVAD Service.

If you have the right subscription access at https://training.citrix.com, then you can also complete the following on-demand eLearning course “eCWS-2014 | Automated Configuration Tool for Virtual Apps and Desktops” – https://training.citrix.com/elearning/coursequests/1/quest/184, which took me around 45 minutes to complete.

The views expressed here are my own and do not necessarily reflect the views of Citrix.

Dyslexia Thinking + Thoughts on the power of Citrix Workspace + Citrix Modern Networking captured in a Blended Doodle

A Workspace technology that enabled Flexible Working styles 30+ years with a continuous Vision focused on the Current vs. Future of Work Acumen
I decided to put together my second blended doodle together to better explain Citrix Workspace + Citrix Modern Networking, how it works in a visual illustration format to have more meaningful conversations and discussions. I picture can tell a thousand micro stories and the big picture here depicts a simple story which tells you the IT + Business value unlocking your organisations potential using Citrix on Citrix, including the why and why now. A Citrix Workspace supports legacy, traditional and very forward thinking ways of working that prior to the COVID-19 world wide pandemic would take a while to get going however today organisations can leap at pace within there Transformation journeys by unlocking ready to consume Citrix as a Service operating models inclusive BUT also well beyond virtualisation to a world where you can swipe left or right vs. enter in up to 3-5 fields and tap submit/approve to achieve an business and human outcomes within seconds.

The stark truth is that a Citrix Workspace for Citrites is “AWESOME” and the productivity time I get back routinely using our own technologies inspires me more with each day, it allows me to accelerate ‘economics of time I get back’ or take a well deserved break when I need it on my own terms.

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L-J’s (My) #Dyslexia thinking + thoughts on the power of #CitrixWorkspace + #Citrix Modern Networking β€œBest Together” captured in this blended #doodle talking about modernising IT services, multi-dimensional sustainable IT thinking, zero trust architecture, flexible working styles, diversity and inclusion, the modern vs. traditional device spectrum, agile working powered by a smart phone, SIA + SASE + SD-WAN and so much more. #citrixCTA #employeeexperience Blended Doodle is hand drawn with pencil ✏️ + paper, with final editing using Apple iPages on my #iPhone 7πŸ“± The views expressed here are my own and do not necessarily reflect the views of Citrix.

A post shared by Lyndon-Jon Martin πŸ‘¨πŸ»β€πŸ’»πŸ“² (@lyndon_jon_martin) on

Understanding Citrix Workspace + Citrix Modern Networking “Best Together”
The following links below will help you better understand the different Citrix service offering capabilities, terminology, strategy and business + technical acumen (>).

The views expressed here are my own and do not necessarily reflect the views of Citrix.

Building an IT Employee Experience Scorecard

Consider this an evergreen post as of 22/09/2020

Introduction
I smile consistently these days hearing how organisations are keeping the UK economic moving forward, pivoting day 1 of the UK COVID-19 lockdown to full-time frictionless secure remote flexible working styles with minimal IT effort + friction powered by Citrix technologies.

I hear many unconsidered benefits from my customers, examples include keeping businesses operating helping their customers and supporting them during the height of the lock down to leap frogging competitors gaining significant market share through to winning new business because operationally they where available and ready with a Citrix powered securely centralised hybrid multi-cloud delivery strategy, when backed with a robust and annually tested Business Continuity Plan (BCP) set them up for instance successful shifting from day one of the UK COVID-19 lockdown to full-time work from home without any major hiccups.

For organisations that weren’t fully Citrix and had a hybrid strategy achieved full work from home swiftly swell using one or more of the following strategies:

1. Many existing hybrid Citrix customers scaled up licensing and re-framed physical workstations sat in the office through Citrix Workspace app to employees now sat at home using a browser on a personal device at home. To the employee everything is where it should be within there virtual desktop, for many this has now fundamentally changed perceptions of why they need to sat in an office for 5 working days in a post COVID-19 non-lockdown world.
2. Scaling up CVAD usage by optimising existing workloads or unlocking dark capacity turned off and deallocated ready within the data centre wherever they choose that to be.
3. The most popular one was to extend into one or multiple public clouds (AWS, Azure) to supporting elastic Citrix Virtual Apps & Desktops (CVAD) workloads whilst remaining in control of public cloud cost economics utilising Citrix AutoScale – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops-service/manage-deployment/autoscale.html which is part of the CVAD Service.

Finally organisations shifted to focusing on strengthening security within 1-2 weeks, implementing contextual device security powered by Citrix Smart Control and Smart Access technologies beyond IT non-managed devices, as not every employee could take a device home, they didn’t have a device they could use or they just didn’t have the physical space for it at home as you just don’t know your employees WFH requirements, needs and including @home personal circumstances behind closed doors.

In these many organisations hearing all these great stories I noticed a common theme reoccurring in lock down months 1-2. I have a percentage of employees and its all abeit random across the entire organisation encountering good vs. fair vs. poor experiences. Due to the random nature pin pointing the issue was a huge challenge as by the time IT investigated the problem it was largely self-resolved if by magic? My response have you heard about and or deployed and are running Citrix Application Delivery Management (ADM)? A resounding NO 95% of the time. The below diagram 1 visualises the traffic flow of where I am vs. where my delivered Citrix Virtual Desktop is run out of, it likewise can visualise to IT the overhaul traffic, load demand, security & infrastructure health status ref diagram 2.

Diagram 1

Not visualising the employees “Workspace” traffic flow, is where the value of Citrix and ANY Workspace solution is LOST in IT Service delivery. Citrix Application Delivery Management (ADM) is a key enabler in helping remediate employee experience issues, whilst providing a crucial IT Employee Experience Scorecard.” Lyndon-Jon Martin June 2020

The Business IT Value of Citrix ADM
A modern flexible platform with two unique halves much like our human brains with left vs. right hemispheres connected by a nervous system, however in this case ADM has analytical vs. management hemispheres providing fleet management with different roles vs. function; employee, security & infrastructure insights supported by a hybrid multi-cloud architectural strategy enabling less IT Ops friction and complexity on a daily basis. ADM’s centralised management + sense architecture provide simple and or advanced operational experience scorecards for auditors (PCI/DSS/ISO27001 with RBAC for read-only access), security + network teams, IT and Citrix System Administrators alike from a single framed lens who’s nervous system is connected to a hybrid multi-cloud fabric providing unconsidered insights and visibility into capacity, strengthened security posture through monitoring change control and config drifts incl automated fleet management which can be executed across multiple instances in ANY cloud simultaneously or on your own terms. ADM gives IT back the right level of “Control” enabling the less friction shifting workloads with true licensing flexibility + agility to the most commercially attractive vs. the most innovate cloud platform which suites IT and their business demands.

Diagram 2

Having had the privilege of working with world class engineers in the past helping a single customer to process a Β£1 million pounds per minute through a payment gateway beyond typical web, app traffic of a front door of there website. I learnt that you always require something that you as the MSP or your customer can “Control” in an ANY Cloud + Services architecture for Business Continuity Planning (BCP) and sound IT Operational excellence so you can make better decisions at pace from more accurate data insights visualised. Placing your “Eggs” aka IT Business platform into a single supplier framework even the most trusted IaaS provider and enforcing that your preferred IaaS region is properly fault tolerant and highly-available is equally expensive in cost and complexity much like on-premises, do not be fooled. The IT Complexity Index increases significantly when consuming for example IaaS native site recovery services to enable near to real-time failover in another region when your primary region experience’s an (planned) outage or degraded performance, these services help to keep-a-live those existing “Sticky” connections which will eventually complete a transaction of some kind e.g credit card donation.

I’m all for public cloud in fact two operating styles “Native” vs. “Managed” Public Clouds strategies. I’ve ran my personal lab in AWS EC2 since 2016, easily amortised Β£1000 over these past 4 years with plenty of cashflow free. Really? How? Having a strong background + experience in the MSP world on the edge of the City of London and working with “Managed” Public Clouds platform I began to respect + understand how all IaaS providers operate inclusive of the full lifecycle management of workloads + the data centre platform itself which is to not leave everything on like you do at home or in a traditional managed colocation data centre. In a native vs. managed IaaS world you’ll turn off and deallocate capacity if you don’t require it and scale it up as you equally require it with little to no friction. I’ve digressed enough back to the IT Employees Experience Scorecard.

A number of my customers have overcome that randomness or pockets of employees complaining about a poor experience post deploying Citrix ADM as the issue can now be identified and remediated pretty efficiently. The solution is simple, deploy and run Citrix ADM for up to a week continuing as is, no changes and then run a report similar to the above and in parallel visualise all those support cases from your service desk platform and marry up employee names and you’ll quickly notice a pattern forming between employees with poor experiences vs. support cases + the number of them.

I suggested to organisations survey those employees and ask them a few simple questions the best ones “Who is your home broadband provider?” and the second “How many devices are connected in the house to the internet and number of people?”. The first question revealed what I expected its the employees consumer ISP and the suggested remediation could well be provide them a “stipend” exclusively for mobile data onto personal contracts or ship them a 4G mobile hub/dongle to use instead and the problem vanishes over night almost every time and video conferencing platforms perform better as a net result equating to happier employees with a better experience.

The second question is about understanding what is happening within the home and as a result tweak or deploy a new HDX policy which again almost every time the employee experience was significantly improved. An example is switching out “Thinwire” – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/1912-ltsr/graphics/thinwire.html for “EDT” – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/1912-ltsr/technical-overview/hdx/adaptive-transport.html or visa versa. You can Optimise the “EDT” HDX protocol bandwidth over high latency connections – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/1912-ltsr/technical-overview/hdx/bandwidth-connections.html as its roots are entrenched from the “Framehawk” protocol which was originally engineered from the ground up to deliver a better experience with macro rising increases of spectral interference and multipath propagation, you can learn more about that by reading this article – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/1912-ltsr/graphics/framehawk.html. An important note you should be actively using the “EDT” protocol with or beyond 1912 LTSR if you want something like “Framehawk“.

Getting Started with Citrix Application Delivery Management (ADM)
It can be consumed as a Citrix Cloud Service – https://docs.citrix.com/en-us/citrix-application-delivery-management-service.html or you can deploy a customer owned and operated platform – https://docs.citrix.com/en-us/citrix-application-delivery-management-software/13.html.

The views expressed here are my own and do not necessarily reflect the views of Citrix.

Azure AD SAML Sign-in with Virtual Smartcard to Citrix Virtual Apps & Desktops

Consider this an evergreen post as of 10/06/2020

Introduction
The purpose of this blog post to aim for a consistent modern authentication experience for employees when consuming Citrix Virtual Apps & Desktops (CVAD) + CVAD Service regardless of where the (CVAD) workloads are running, either in *Azure, *AWS, *GCP or *On-Premises. The primary priority is that the employees identity is owned and managed by a cloud identity platform e.g Azure Active Directory (AAD) and the employees identity within each resource location* for CVAD usage maps to AD shadow accounts. These AD shadow accounts represent the employee as a UPN e.g human.name@domain, with a RANDOM long complex password that the employee doesn’t need to ever know and all IT is required to do beyond creating a AD shadow account is then assign the right vs. relevant security privileges and access to CVAD including Policies meeting local, geo of industry compliance and governance while maintaining a great employee experience.

The second priority is that the employees device can frictionlessly access CVAD resources using either a Forward Proxy, SD-WAN Overlay Network or ICA Proxy. I do recognise that many organisations are still required to make use of a VPN style strategy at the current moment and therefore this solution can also work for those devices as well repurposing the existing Citrix Gateway to also support a Full VPN beyond ICA Proxy or you can use other well established and trusted VPN solution providers.

Leveraging a Bring Your Own “either Enterprise vs. Personal” Identity (ByoI) is a concept I ponded way back in 2017 and now feels like the right time to pick that up concept again during the current Workplace transformation happening all around the world due to world wide COVID-19 pandemic. Using a ByoI strategy as high level vision you can efficiently deploy CVAD to any *Azure, *AWS, *GCP region or *On-Premises with less friction and you don’t need to be worry about “Password Syncing” just replicate the employee’s UPN + AD Security Privileges + CVAD Access & Policies where its required. It has the added benefit if you want do mix and match public cloud workloads to avoid lock-in amongst other topics, you’ll be providing a common and consistent login interface + experience irrespective of where the workload is sat.

It another brilliant benefit is the on-boarding of 3rd Parties (3P’s) using ByoI concept with a business check at the edge, the 3P brings there owned Identity and in the current world we live in I don’t think that is bad thing it could even strength that employees individual security as there identity will be bound to a smartphone which knows more about your individuals habits and you that you know yourself. If we can unlock a co-shared responsibility identity model between the individual + organisation we can truly aim for a passwordless workspace that only uses virtual smartcards or tokens.

Finally the on-boarding of M&A employees can be faster as you can generate them a few days after commercial signing with a new brand identity that resides in Azure AD (or Google, OKTA e.t.c) whilst they continue accessing existing workplace apps + data with current AD credentials, IT + HR + Business can choose when to layer in the “NEW” Workspace Platform for Work from group perspective into the existing Workspace with less friction and complexity. Yes this final topic is complex when we think about merging different Business IT and IT Systems together, a CVAD strategy with FAS bridges the GAP reducing friction and complexity for IT to sun rise a new Workspace stack for that newly acquired organisation while sunsetting the exciting Workspace stack and those new M&A employees get to on-board beyond the Workspace into there new organisations people, its culture, vision and values and avoids the IP drain that often can easily happen.

The Employee Experience

High Level Architecture
The scenario below depicts accessing a StoreFront server on any device type from within the Workplace fabric in any office locally or world wide or from a IT managed device that makes use of a Full VPN, Forward Proxy technology; WFH Citrix SD-WAN appliance where traffic passes over an SD-WAN overlay network; Citrix Endpoint Management enrolled smart device with per-app mVPN configured and finally irrespective of the devices management status you can use ICA Proxy* to access CVAD resources anywhere over the internet inclusive of any home via a Citrix ADC (formerly NetScaler) using the Gateway functionality which is “VPN-Less*”.

Systems Requirements & Pre-requisites
1. A UAT or Test CVAD 1912 LTSR Site that already setup. My personal one runs in AWS EC2 as it retains hosting connections or public clouds to preform MCS provisioning of machines from customer own and managed control plane. You can also use the Citrix Virtual Apps & Desktops (CVAD) Service or sign-up at https://citrix.cloud.com/ and engage your local Citrix representatives to get a trial setup for the CVAD Service.
2. Deploy a new VM which will run the following Citrix 1912 LTRS StoreFront and Federated Authentication Service (FAS) roles to create a new “Store” on StoreFront called “AAD” which will be configured to accept the Azure AD SAML token which will then convert the AAD SAML tokens into a Citrix virtual smartcard to SSO the employee onto CVAD resources.
3. Install StoreFront – https://docs.citrix.com/en-us/storefront/1912-ltsr/install-standard.html after reading the system requirements – https://docs.citrix.com/en-us/storefront/1912-ltsr/system-requirements.html.
4. Setup and Configure FAS Role on your StoreFront Server – https://docs.citrix.com/en-us/federated-authentication-service/1912/install-configure.html after reading the system requirements carefully – https://docs.citrix.com/en-us/federated-authentication-service/1912/system-requirements.html, this part shouldn’t be a problem e.g leaning on on Security teams whom control the Enterprise CA Admins as you’ll hopefully be using a proper UAT or Test CVAD environment with all the Microsoft management servers and roles including an Enterprise CA which FAS requires and access to AD introduce new GPO’s.
5. An Azure AD “personal or business test” tenant.

Deployment Guide

Azure AD Setup & Configuration – Personal Home Lab Edition
If you have a separate Azure AD tenant in Azure you can proceed to the next section, however if you are an IT Pro that wants to test out how to convert Azure AD SAML logins to Citrix virtual smartcards for CVAD the following the below guidance below for setting up a personal ADD tenant with a personal Azure account for your home lab. WARNING I am not an Azure AD nor on-premises AD expert, therefor follow the leading practises found in Microsofts documentation for Azure AD.

1. Navigate toΒ https://portal.azure.comΒ and sign-in with your live vs. personal Microsoft account. Select β€œCreate a resource”.
2. Select β€œIdentity” then select β€œAzure Active Directory”.
3. Enter in an β€œOrganisation Name, Initial domain name and select your Country or region”.
4. The wizard will begin creating your AAD tenantΒ .
5. Once it completes click the hyperlink within β€œClick here to manage your new directory”.
6. At the Overview page of your new AAD tenant select β€œUsers” under β€œManage” section.
7. Select β€œ+ New user” under the β€œAll Users (Preview)” Overview you’ll notice your personal email addr.
8. You’ll notice when creating a new employee account for your AAD tenant that you can only append domain.onmicrosoft.com to the username, I’ll explain how-to convert that to user@domain and remove the UPN requirement of user@doamin.onmicrosoft.com in the next few steps. For now fill the following fields β€œUser name”; β€œName”; β€œFirst name”; β€œLast name”; β€œPassword” (choose or auto-generate) and the select β€œCreate” keeping the defaults as they are.
9. Your new AAD employee is successful created, you can assign roles. NOTE for my personal testing purposes I didn’t configure anything as I’ll delete that test employee AAD account after my testing.
10. At this point I’m not going to deploy nor setup the β€œAzure AD Connect” in my Citrix Cloud Resource Location as I want the employees primary identity to always reside in Azure AD as the single source of truth, and then bring that identity to my Citrix Cloud Resource Location e.g Bring your own Identity (ByoI) and after a successful AAD SAML login map that to a hardened AD Shadow account with long complex password that the employee will never know and all I need to do it assign the AD security privilege and access for CVAD resources. This approachΒ means that employee will NEVER enter in a AD password within a Citrix Cloud Resource Location that is configured for AAD (or Google, OKTA e.t.c) when using CVAD 1912 LTSR StoreFront and the Federated Authentication Service (FAS) in a Resource Location(s). For complex environments yes you’ll likely deploy the β€œAzure AD Connect” software as a role somewhere to replicate the employees but you don’t need to replicate there passwd or you can provision the employee twice once in AAD as in the example above and then again manually in AD in the Resource Location as there corresponding AD shadow account which matches the UPN from AAD when authenticating using SAML to StoreFront, the choice is yours but I found for testing purposes a manual in each is far less frictionless.

On-Premises Active Directory (AD) within your Resource Location
1.Create a new AD “Shadow” account that matches the “User Principal Name (UPN)” in AAD e.g user@domain, generate a random long complex password which they don’t need know and then assign or inherit the right vs. relevant AD security groups, GPOs that you would usually assign to a CVAD consumer.
2. On-board your domain into Azure AD which required verifying it with a MX record to avoid using user@domain.onmicrosoft.com so that you can use user@domain keeping it simple and less complex.

Installation and Configuring the Federated Authentication Service (FAS)
1. On the new VM that you just installed 1912 LTSR StoreFront role onto from the existing mounted ISO run the autorun splash screen and select β€œFederated Authentication Service”.
2.Read the EULA which you’ll need to β€œAccept the Licenses Agreement” to continue.
3. Accept the defaults and select β€œNext” on the “Core Components” page.
4. Accept the defaults and select β€œNext” on the “Firewall” page.
5. Once the installer is finished select β€œFinish” to close.
6. Open a PowerShell window in Admin mode then copy & paste the following code below, which will enable a trust between the CVAD Controller and the StoreFront server, minimise this window you’ll require it later.

Set-BrokerSite -TrustRequestsSentToTheXmlServicePort $true

7. Navigate to the following path β€œC:\Program Files\Citrix\Federated Authentication Service\PolicyDefinitions\” on the current StoreFront server that you installed FAS role onto, copy the following two files β€œCitrixFederatedAuthenticationService.admx” and β€œCitrixBase.admx” the entire folder β€œen-US” to a network share which will need to be accessible from your Windows Domain Controller or WDC.
8. Connect to your Windows Domain Controller (WDC) via RDS from the current StoreFront + FAS server and copy the two *.admx FAS files including folder β€œen-US” from your network share to the following path on the β€œC:\Windows\PolicyDefinitions” on your WDC.
9. Open an β€œMMC” console and load the β€œGroup Policy Management Editor” snap-in, at the prompt for a Group Policy Object, select β€œBrowse” and then select ”Default Domain Policy”.
10. In the MMC console navigate to β€œDefault Domain Policy [server name] > Computer Configuration > Policies > Administrative Templates > Citrix Components > Authentication” and you should see the following three policies available β€œFederated Authentication Service”, β€œStoreFront FAS Rule” and β€œIn-session Certificates”.
11. Select and open the β€œFederated Authentication Service” policy, next select to β€œEnable” it followed by selecting the β€œShow” button parallel to β€œDNS Addresses” label and enter in the FQDN e.g. β€œserver.domain” of your StoreFront + FAS server and then select β€œOK” and then select β€œOK” to save the policy configuration and enabling FAS.
12. Next select and open β€œIn-session Certificates” and select β€œEnabled” and in the β€œConsent timeout (seconds):” field type in a value of “30” which is the default.
13. Next close the MMC console and open up the existing PowerShell (Admin mode) and copy and paste the following code to force a Group Policy Update. 

gpupdate /force

14. Minimise the RDS connection from your WDC so that you are back on your StoreFront + FAS server. Search and open up Citrix FAS in Admin mode, if you don’t you will be notified in the UI and then select β€œrun this program as administrator” which will reload the FAS UI in Admin mode.
15. Select to β€œDeploy” for β€œDeploy certificate templates”.
16. Select β€œOk” on the pop-up window that appears.
17. You’ve now successfully deployed the certificate templates, now select β€œPublish” for β€œSet up a certificate authority”.
18. Select the right Enterprise Certificate Authority (CA) from the available list and select β€œOk”.
19. You’ve now deployed the certificate templates successfully to your Enterprise CA, now select β€œAuthorize” for β€œAuthorize this service”.
20. Select the right Enterprise Certificate Authority (CA) from the available list (same as above) and select β€œOk”.
21. The FAS UI will display a spinning icon as the authorisation request is pending on the Enterprise CA server. 
22. Connect to your Enterprise CA via RDS and the β€œMicrosoft Certification Authority” MMC Console and navigate to β€œCA > CA Server > Pending Requests” you’ll see pending certificate right click it select β€œAll Tasks > Issue” and the certificate will be issued. 
23. Verify the issues certificates are issued by selecting β€œIssued Certificates” and verify you can see two issues certificated that begin with β€œCitrix_RegistrationAu…”.
24. Minimise your RDS session to your Enterprise CA and return to the StoreFront + FAS server, you now notice the β€œAuthorize this service” says β€œReauthorize” which is correct as the FAS service is now authorised with the Enterprise CA. Next select β€œCreate” for β€œCreate a rule”, which launch a new window.
25. Accept the default β€œCreate the default rule (recommended)” and select β€œNext”.
26. Accept the default β€œCitrix_SmartcardLogon (recommended)” and select β€œNext”.
27. Select the previously selected and configured Enterprise CA you Authorised and select β€œNext”.
28. Select β€œAllow in-session use” and select β€œNext” if you enabled the following policy β€œIn-session Certificates” earlier.
29. Select β€œManage StoreFront access permissions (access is currently denied)” in red text which will open a new window.
30. Remove β€œDomain Computers” and add the β€œServer” running the StoreFront + FAS roles and under β€œPermissions” to β€œAllow” then select β€œApply” and β€œOk”.
31. The screen will update with β€œManage StoreFront access permissions” to now be in blue text, now select β€œNext”.
32. Select β€œManage user access permissions (all users are currently allowed)” in red text which will open a new window.
33. You can change to default β€œDomain Users” to your own test AD security group, then under β€œPermissions” to β€œAllow” then select β€œApply” and β€œOk”.
34. The screen will update with β€œManage user permissions (all users are currently allowed)” to now be blue text, now select β€œManage VDA permissions (all VDAs are currently allowed)” which is in red text.
35. You can change to default β€œDomain Computers” to your own test AD security group that your Citrix Virtual Delivery Agents (VDA) are found within, then under β€œPermissions” to β€œAllow” then select β€œApply” and β€œOk”.
36. The screen will update with β€œManage VDA permissions (all VDAs are currently allowed)” to now in blue text, now select β€œNext”.
37. Now select β€œCreate” and a “Default” FAS rule.
38. You have now successfully setup and configured Citrix FAS, you still need to enable FAS Claims for your “AAD” store on StoreFront which is covered later in this blog post.

Creating a new Store call “AAD” for Azure AD SAML Authentication in StoreFront
1. Open Studio and select “StoreFront” then select β€œStores” and the on the β€œActions tab” select β€œCreate Store”.
2. On the splash screen select “Next“.
3. Type in β€œAAD” for the β€œStore Name” field and click β€œNext”.
4. Select β€œAdd” list a CVAD controller, a new window will appear where you need provide the following information a β€œDisplay Name” e.g Citrix Cloud Connectors vs. CVAD 1912 LTSR, for the “Type” select β€œCitrix Virtual Apps and Desktops” and under β€œServers” list select β€œAdd” and type in the Citrix Cloud Connector or CVAD 1912 LTSR addresses and choose β€œTransport type” either HTTP 80 or HTTPS 443 (Preferred) and click “OK”.
5. You are now returned to the “Delivery Controller” page with a list of either Citrix Cloud Connectors or CVAD Controllers 1912 LTSR, click “Next“.
6. Now on the “Configure Authentication Methods” page select β€œSAML Authentication” and leave β€œUser name and password” checked as YES, then click β€œNext”.
7. Ignore “Remote Access” configuration and click “Next“. NOTE: I will update this blog post at a later date with the Remote Access via Citrix Gateway formerly NetScaler Gateway.
8. Accept the default’s on the “Configure XenApp Services URL” and click “Create”.
9. StoreFront will begin creating your new “AAD” Store on your StoreFront server, once the wizard completes select “Test Site” to verify you can see a webpage that displays Citrix Receiver or you can navigate to β€œhttps://FQDN/Citrix/AADWeb/” replacing the FQDN with your own to verify the webpage is available.

Generating AAD SAML Configuration for StoreFront
1. In the Azure AD UI in the Azure Portal select β€œEnterprise applications” node.
2. When the UI updates in the centre select “Select β€œNew application”.
3. You are taken to the “Add an Application” wizard and presented with three options select “Non-gallery application“.
4. Next provide a name for your own application e.g AAD-SAML-CVAD1912LTSR and then click “Add” at the bottom.
5. The AAD wizard completes and you are taken to the “Overview” page for “AAD-SAML-CVAD1912LTSR“, now select “Users and groups” from within this view.
6. Add an native AAD user(s). Note do not add any employee that does not have a AD shadow account setup and configured in the Citrix Cloud Resource Location (RL).
7. Now from the same “Overview” page for “AAD-SAML-CVAD1912LTSR” select “Single Sign-on” and on the “Select a single sign-on method” wizard select “SAML” and will start the AAS SAML wizard.
8. Select the pencil icon for “Basic SAML Configuration” to configure the following fields as follows below and select “Add“.

Identifier (Entity ID): https://FQDN/Citrix/AADAuth
Reply URL (Assertion Consumer Service URL):https://FQDN/Citrix/AADAuth/SamlForms/AssertionConsumerService
Sign on URL: https://FQDN/Citrix/AADWeb

9. Check under “User Attributes & Claims” portion that the “Name” field is configured to β€œuser.userprincipalname”.
10. Scroll to “SAML Signing Certificate” and click to download the β€œFederation Metadata XML” e.g. AAD-SAML-CVAD1912LTSR.xml, now save or transfer it to your StoreFront server at C:\Temp.

Create and Configure a Azure AD SAML Trust in StoreFront
1. If you have transferred the *.xml file e.g “AAD-SAML-CVAD1912LTSR.xml“, then on your StoreFront server create a folder called β€œTemp” on β€œC:\” and transfer the downloaded *.xml file.
2.Open PowerShell in admin mode or launch it from Studio 1912 LTSR. Copy & paste the following code below, however if opening the PowerShell with Admin privileges without Studio 1912 LTSR then copy & paste this cmdlet first before proceeding with the configuration & “$Env:PROGRAMFILES\Citrix\Receiver StoreFront\Scripts\ImportModules.ps1“. You will notice the virtual path for the Store is already set here to AAD so you can copy and paste it as is. This code sets up and configures SAML for the ADD Store.

$storeVirtualPath = “/Citrix/AAD” 
$auth = Get-STFAuthenticationService -Store (Get-STFStoreService -VirtualPath $storeVirtualPath) 
$spId = $auth.AuthenticationSettings[“samlForms”].SamlSettings.ServiceProvider.Uri.AbsoluteUri 
$acs = New-Object System.Uri $auth.Routing.HostbaseUrl, ($auth.VirtualPath + “/SamlForms/AssertionConsumerService”) 
$md = New-Object System.Uri $auth.Routing.HostbaseUrl, ($auth.VirtualPath + “/SamlForms/ServiceProvider/Metadata”) 
$samlTest = New-Object System.Uri $auth.Routing.HostbaseUrl, ($auth.VirtualPath + “/SamlTest”) 
Write-Host “SAML Service Provider information: 
Service Provider ID: $spId 
Assertion Consumer Service: $acs 
Metadata: $md 
Test Page: $samlTest “
 

3. Next copy and paste the following code which will ingest SAML configuration from the Azure AD *.xml that you downloaded earlier and copied to C:\Temp on the StoreFront server.

Get-Module “Citrix.StoreFront*” -ListAvailable | Import-Module
# Remember to change this with the virtual path of your Store.
$StoreVirtualPath = “/Citrix/AAD”
$store = Get-STFStoreService -VirtualPath $StoreVirtualPath
$auth = Get-STFAuthenticationService -StoreService $store
Update-STFSamlIdPFromMetadata -AuthenticationService $auth -FilePath “C:\Temp\AAD-SAML-CVAD1912LTSR.xml”


4. Validate there are not error(s) on screen that need resolving.
5. Minimise your PowerShell window you’ll need it again shortly, now open up Studio or StoreFront MMC console and navigate to the “Stores” and select “AAD” and select “Manage Authentication Methods“.
6. Select the cog icon parallel to β€œSAML Authentication” and then select β€œIdentity Provider” you should see that your AAD SAML configuration is setup and configured, leave it as is DO NOT TOUCH it!
7. Close all windows including Studio or StoreFront.

Enabling FAS for Converting Azure AD SAML Tokens to Virtual Smartcards
1.Open up your existing PowerShell window and copy and paste the following code below, which will ENABLE FAS for your ADD Store to convert AAD SAML tokens received into virtual smartcard that will be used to SSO the employee onto his/her Citrix virtual app and or desktop. You’ll notice the code is configured for the “AAD” Store so you can copy and paste as is.

Get-Module “Citrix.StoreFront.*” -ListAvailable | Import-Module
$StoreVirtualPath = “/Citrix/AAD”
$store = Get-STFStoreService -VirtualPath $StoreVirtualPath
$auth = Get-STFAuthenticationService -StoreService $store
Set-STFClaimsFactoryNames -AuthenticationService $auth -ClaimsFactoryName “FASClaimsFactory”
Set-STFStoreLaunchOptions -StoreService $store -VdaLogonDataProvider “FASLogonDataProvider”


2. Validate there are not error(s) on screen that need resolving, if there are none you can nose close the PowerShell window.

Testing your Azure AD SAML to Virtual Smartcard Login
1. Navigate to https://FQDN/Citrix/AADWeb which will redirect you to a AAD login.
2. Enter in your UPN e.g user@domain and then complete the required 2FA vs. MFA requirements setup by your organisation as requirement onscreen.
3. You will be returned to https://FQDN/Citrix/AADWeb and SSOed onto UI, depending on your setting your desktop will either auto launch of you’ll have to manually launch it yourself. The initial login will take slightly longer than usual as its generating you that initial virtual smartcard between StoreFront, FAS, AD and your Enterprise CA.
4. Your Citrix vDesktop or vApp should launch successfully and SSO the on without prompting for any credentials.

Troubleshooting
1.If you receive ANY error once returned to https://FQDN/Citrix/AADWeb post the AAD SAML login open a new browser tab in the same session and copy and paste the following URL https://FQDN/Citrix/StoreAuth/SamlTest to see if you have any oblivious errors e.g user@domain.onmicrosoft.com from Azure AD which doesn’t map to the AD Shadow account that is user@domain so its a UPN mismatch and the sign-on will continue to fail.
2. If the employee can sign on to https://FQDN/Citrix/AADWeb and the Citrix vApp or vDesktop launches but they see a credential prompt with “Other User” check and see that you configured FAS for the correct Store with SAML Authentication setup and configured if not using my example of “AAD” as the Store setup and configured on StoreFront.

ICA Proxy Remote Access with Azure AD SAML
Coming…

ConceptΒ on Bring your own Identity (ByoI) Strengthening Security through Co-SharedΒ Responsibility owned by IT with different operating models
Its a simple concept which I like and yes it adds in complexity but it times today its far better to harden against unwanted 3rd party access whilst making it harder to achieve lateral movements. If the employee’s account is compromised by a 3rd party, they would need to compromise the employees identity in the cloud directory e.g AAD and in Active Directory (AD) on-premises as both passwords are completely different with different types of multi-factor authentication methods bound including access privileges.

The views expressed here are my own and do not necessarily reflect the views of Citrix.


Zoom in Citrix VDI (Part 2) HDX Offloading, Architecture and Zoom.us Security + Privacy

Introduction
In my first blog post http://axendatacentre.com/blog/2020/04/22/zoom-hdx-offloading-for-citrix-virtual-desktops-part-1/ I explored how frictionless it was to setup and deploy Zoom in a Citrix Virtual Desktop, this post builds upon my initial post looking at a wider device spectrum, fallback scenarios and further testing using iGel thin clients.

Overview of Optimised vs. Un-Optimised Zoom Meetings in Citrix VDI (DaaS)
The below image represents both an (un)optimised Zoom meeting running within a Citrix virtual desktop. If an employee access’s his/her Citrix virtual desktop from an endpoint e.g BYO that doesn’t have the β€œZoom Media Plugin” installed like it was on there e.g CORP device then the once “Optimised” HDX offloaded A/V traffic for there Zoom Meeting is effectively now “Un-Optimised” and the A/V processing that was shifted onto the employee’s endpoint will now be processed within the Citrix virtual desktop in the resource location (data centre) causing a degraded experience, macro uplift in computing and networking resources to process the A/V for the Zoom meeting and the A/V traffic sent and received from the employees endpoint which is then sent out via the Zoom client within the Citrix virtual desktop.

UPDATED Zoom Pre-requisites & System Requirements
Follow my original guidance at – http://axendatacentre.com/blog/2020/04/22/zoom-hdx-offloading-for-citrix-virtual-desktops-part-1/. My initial test focused on testing the viability of using Zoom meetings in a Citrix virtual desktop when HDX Offloading was enabled to “Optimise” Zoom meetings and improve the employee experience by shift the A/V processing to the employee’s endpoint, the initial results where hugely promising with minimal effort.

I found some time to continue with further tests but I hit a wall the β€œZoom Client for VDI” was displaying a “Grey blank screen” during the meeting and when checking the video settings within the “Zoom Client for VDI” app in system tray, you get the same result a “Grey blank screen” even though Citrix Workspace app is doing its job of automatically connecting “Microphones and Webcams” as I tested a GoToMeeing without any issues so I knew there where no policies conflicts or issues. I googled the problem briefly and found nothing useful, I then decide to revisit Zoom’s on-line documentation and found this important notification published within the last 6 days of this blog post stating that Zoom now requires both the β€œZoom Media Plugin” + β€œZoom Client for VDI” to match exactly from version 2.1.5 documented at – https://support.zoom.us/hc/en-us/articles/360031768011-New-Updates-for-Virtual-Desktop-Infrastructure-VDI- as, anything prior to the pending date 30/05/2020 you can configure the MinPluginVersion via registry settings – https://support.zoom.us/hc/en-us/articles/360032343371 to be able to use older versions for backwards compatibility – https://support.zoom.us/hc/en-us/articles/360041602711.

Zoom Meeting Test & Citrix Lab Overview
1.CVAD 1912 LTSR running in my personal AWS EC2 in N.Virgina, USA delivering a Citrix virtual desktop to me in London, England. The virtual desktop is running Windows Server 2019 its a “t2.medium” instance type running the 1912 LTSR Virtual Delivery Agent (VDA), also installed was the β€œZoom Client for VDI” product version 4.6.15322 used during my orginal testing – https://twitter.com/lyndonjonmartin/status/1253036938992529408?s=20. To resolve the “Grey blank screen” download and install the latest product version I was running 4.6.15630.
2. Personal iPhone 7S running Zoom app setup with my account to start/stop Zoom meetings.
3. Zoom doesn’t support HDX Offloading on MacBooks therefore I used my wife Windows 10 laptop in these tests, which is running Citrix Workspace app 1912, and I installed the Zoom Plugin for Citrix Receiver product version 4.6.15630. You’ll notice that the product versions between the Citrix virtual desktop running the “Zoom Client for VDI” – https://zoom.us/download/vdi/ZoomInstallerVDI.msi and the Zoom Plugin “Zoom Media Plugin” – https://zoom.us/download/vdi/ZoomCitrixHDXMediaPlugin.msi on the endpoint are an exact match.
4. Zoom have published a VDI Backward Compatibility Matrix which is available at – https://support.zoom.us/hc/en-us/articles/360041602711.

Zoom VDI Optimisation Management
I think its important to recognise, when rolling out the Citrix + Zoom “Optimisation” capability you need to include both the “Zoom Client for VDI” + “Zoom Media Plugin” as part of your internal and external software deployment strategy. It is also worth noting the differences between Zoom meetings within “Citrix” VDI and on other platforms, Zoom has put together a comparison feature matrix at – https://support.zoom.us/hc/en-us/articles/360031441671-VDI-Client-Features-Comparison?zcid=1231#h_fceae51c-f385-4a20-bd54-c7c50f186c15. You should also be mindful of the native features by platform which is available at – https://support.zoom.us/hc/en-us/articles/360027397692.

Internal Strategy
Manage the “Zoom Client for VDI” using a Citrix App Layering “App Layer” – https://docs.citrix.com/en-us/citrix-app-layering/4/layer/create-app-layer.html in conjunction or separately with your existing preferred Citrix provisioning technology e.g Machine Creation Services (MSC) or Provisioning Services (PVS).

External Strategy
Management of the “Zoom Media Plugin” is better controlled for security + avoid breaking the employee experience on supported endpointshttps://support.zoom.us/hc/en-us/articles/360031096531-Getting-Started-with-VDI by enrolling the endpoints into Citrix Endpoint Management (CEM). For Windows endpoints use the *.MSI installer with the “Windows Agent” – https://docs.citrix.com/en-us/citrix-endpoint-management/policies/windows-agent-policy.html to deploy a script to update the “Zoom Media Plugin” and for iOS and Android you could send a push notification to employees to update to the latest Zoom app available in the public app store so that you have app versioning + device spectrum consistently re feature + security parity across the organisation.

LTSR vs. CR vs. Citrix Cloud Strategy for HDX Offloading of Zoom?
Zoom is not embedded into the Citrix stack like Teams is, therefore you can choose to deploy your own Zoom + Citrix HDX Offloading inline with your preferred CVAD release strategy BUT you must align to Zoom’s leading practises for “Citrix” VDI and Citrix’s for release strategy type. The reason this is possible it because you need to manually or automate the installation of the “Zoom Media Plugin” + Zoom Client for VDI” software both client and server/workstation sides outside of the Citrix stack, remembering that the Teams HDX offloading components are part of the VDA (server/workstation) and the CWa (client) – http://axendatacentre.com/blog/2019/08/06/hdx-offloading-for-microsoft-teams-within-a-citrix-virtual-desktop/.

Zoom 90 Day Security Plan Facts & Personal Opinions
Zoom recently published an updated communications on there 90 Day Security & Privacy Plan for June available to read at – https://blog.zoom.us/wordpress/2020/06/03/90-day-security-plan-progress-report-june-3/*. Since the beginning of this journey I will continue to update the security & privacy portion of this blog post below. Zoom is so committed to this its CEO Eric Yaun and “leader” holds LiVE sessions entitled “Ask Eric Anything“. If you wish to register to join these sessions LiVE register at – https://zoom.us/webinar/register/WN_9jdr63uuRuSRBX-yEJ2zVQ?id=3IWjZb4JTJm0II3A4lkBOg&zcid=1231 and if you want to ask a question email answers@zoom.us as per the blog post*. If you have doubts, you heard a “Chinese Whisper” surrounding Zooms security or privacy then you should watch the below, and be sure to submit that question to Zoom’s leader and his leadership team to reply on “Ask Eric Anything“.

I’ve yet to see a leader openly committed to and inclusive of customer, business, community and peer feedback to drive CHANGE and INNOVATION. Upon reflection I’m actually not surprised he’s an “Entrepreneur Leader” and therefore both change and innovation are built into his DNA likewise to learn from failure fast and then act to achieve continued success. These two values for me is missed while driving (Digital) Transformation in any organisation from paper to paperless vs. manual to co-hybrid automation.

Security & Privacy
Zoom is continuing to take security and privacy seriously and they continue to communicate that publicly on the company blog, they have as of releasing this blog post published the following blog articles – https://blog.zoom.us/wordpress/2020/05/04/navigating-a-new-chapter-for-zoom/, https://blog.zoom.us/wordpress/2020/05/05/use-zoom-to-securely-host-virtual-board-meeting/ and https://blog.zoom.us/wordpress/2020/05/05/zoom-disable-pmi-security-updates-for-basic-accounts-may-9/. The collective sum of these post indicates that Zoom is giving IT more security controls for Zoom meetings in an enterprises. The following list is just a high level summary of what can be found in the above blog pots on https://blog.zoom.us/.

-Zoom Encryption whitepaper published April 2020 – https://zoom.us/docs/doc/Zoom%20Encryption%20Whitepaper.pdf discussing the use of TLS 1.2, AES, AES-256 and SRTP or Secure Real-time Transport Protocol for Zoom to Zoom communication. The whitepaper looks at clients, browsers and 3rd party devices/services.
-Zoom client connection progress whitepaper published April 2020 – https://zoom.us/docs/doc/Zoom_Client_Connection%20Process_Whitepaper.pdf
-Leading practices when using a Zoom Personal Meeting IDs (PMI)
-Zoom 5.0 supports AES 256-bit GCM encryption*
-Scheduled security changes to come to FREE Zoom accounts
-Zoom watermarks in two flavours
-Industry certifications e.g SOC2 Type II, Privacy Shield Certified, GDPR e.t.c – https://zoom.us/docs/ent/privacy-and-security.html
-Lock meetings and require authentication –
https://support.zoom.us/hc/en-us/articles/360041848151-In-meeting-security-options?mobile_site=true

Final Thoughts
Zoom continue to step up on security and privacy frontier, and the second round of tests continue to demonstrate a real WOW moment for me in how frictionless the experience has been as a IT Professional and as an consumer of Zoom meetings personally within my lab. I will time permitting continue with my full tests in the future expanding the device spectrum being inclusive of employee experience optimisation strategies.

The views expressed here are my own and do not necessarily reflect the views of Citrix.

Frictionless Working Styles Video Demo Series of How vs. Where I Worked for a Week in Dec 2019

The following is a brief video series depicting how I consume and a Citrix Workspace as a Citrite with my daily activities in the field visiting and supporting Citrix customers.

Day 1

Day 2

Day 3

Day 4

Day 5

The views expressed here are my own and do not necessarily reflect the views of Citrix.

Journey to The Nirvana Phone within the Workplace Part 1

Does it even actually exist? Truthfully it depends on how we as humans (employees) choose to consume the apps, data and network services on them for the purposes of personal and workplace usage.

In preparing to write this article I googled “The Nirvana Phone” the top search result is a Wikipedia entry – https://en.wikipedia.org/wiki/Nirvana_Phone (huge smile) along with 3 YouTube videos and very very very familiar face followed by yet another huge smile + found memory flashback because its Citrix CTO of Emerging Technologies Chris Fleck demonstrating using an iPhone 4 running a Windows 7 VDI (DaaS) delivered by Citrix Receiver on iOS connected to a monitor with a Apple VGA adaptor and portable paired Bluetooth keyboard. This is actually a key subconscious moment for me that has had a profound affect on me, and how I approach and look at the world around me today. So when I first saw that video I immediately hunted among work colleagues and friends for that Apple VGA cable adaptor to test it out for myself with my iPhone 4 and oh boy I was NOT disappointed yes it still had a way to go but as a real world working prototype concept enabling anyone in the world who uses Citrix and is the owner of an Apple iPhone 4 to use it in such a way is mind blowing even now while also demonstrating the WOW effect that this gaming changing technology will have on the workplace, even today nearly a decade on I am using one of many Nirvana Phones out there in the market running Citrix Workspace app available from all major app stores to actively take full advantage of my iPhone XR “Nirvana Phone” as it was intended in Chris Flecks original video below to be flexible and adaptable between sandbox vs. native mobile apps, browser based SaaS web apps and of course Citrix virtual apps* & desktops** formerly known as XenApp* and XenDesktop**.

I mentioned earlier it was a “key subconscious moment” for me personally as it validated and meant to me that I can use a devices as such as the Apple iPad or iPhone as a work device this is super cool and practically appealing to me, even today at Citrix they are evolving this a reality of the “Nirvana Phone” with the Intelligent Experience – https://www.citrix.com/lp/intelligent-workspace.html by distilling the friction + complexity of apps into simple to consume actions and insights from Citrix Workspace app vs. web portal.

Lets go back in time to late 2012, I’ve joined Citrix and at Christmas I’m gifted with an Apple iPad Mini which I used a lot running and working from @WorkMail, @WorkWeb (inclusive of my iPhone) and occasionally I consume my Windows 7 VDI on my iPad Mini because I can’t find a Bluetooth enabled mouse that works with it but it does work great for tasks such as lengthily emails using the soft/digital keyboard while travelling to and from events around the world like Citrix Summit and ServTech likewise locally on trains tethered to my iPhone as train Wi-Fi does not really exist in the 2012.

Fast world to 2015 and Citrix releases a prototype Bluetooth enabled mouse called the “Citrix X1 Mouse” and who is back demoing this capability? Yes Chris Fleck is back again continuing to edge closer to the “The Nirvana Phone” workplace operating model. What most folks are not aware of I could not make Citrix Summit that year due to a family member whom was medical very unwell, yet one of the best humans I have ever had the privilege of working with in my professional working career is Caz and she brought me back an original X1 Mouse prototype because she knew its importance and value to me with my digital first nature with modern touch enabled devices like iPhone’s and iPad’s beyond today’s modern day typewriters which to be honest looking back I was held back by the technology interfaces of my time VGA to HDMI and finally entering into the main stream market late 2018 and into 2019 casting capabilities matching what we use at home Google Casting for example now coming into the Workplace like Click Share but for me they are still both a v1 they need to mature over time.

Fast forward later in May of 2015 and the final piece for me falls into place with the Citrix Workspace Hub prototype demonstrated again by Chris Fleck with the at current CEO Mark B Templeton.

Fast forward again now its 2018 and the Citrix Workspace Hub officially launches and is available through select thin client vendors that choose to be in the program. I get a Citrix WorkspaceHub device for my own personal usage from Citrix ServTech and the first thing I do when I get home is plug it in and start using it, you can see me demoing it the first time I used it at home in 2018 from my annual series of “How I worked in 20XN” obviously 2018 edition which is embedded below, fast forward to 2 minutes, 30 seconds to watch it.

Today its 2019 the current year of this post and well lets say I have totally shifted to using “The Nirvana Phone within the Workplace” because I choose to but more important the technology of my current time allows me to, and I’ve ditched the modern day typewriters up to 12-17% of my total workplace through-out 2019. You still need a larger screen and laptop for creator personna’s but for the consumer personna’s personally I don’t believe you do at a high level. You can read my journey over 2019 transferring to the “The Nirvana Phone” operating model in the workplace, starting with the original post in the series of “The Future of Work is Today NOT Tomorrow” – https://www.mycugc.org/blogs/lyndon-jon-martin/2019/03/17/the-future-of-work-is-today-not-tomorrow-part-1, followed by part 2 –https://www.mycugc.org/blogs/lyndon-jon-martin/2019/03/28/future-of-work-is-today-not-tomorrow-part-2 and part 3 – <coming>.

In closing part 2 series will focus on how to get started and work they way I do every working day at Citrix where ever I am.

The views expressed here are my own and do not necessarily reflect the views of Citrix.

HDX Offloading for Microsoft Teams within a Citrix Virtual Desktop

Consider this an evergreen article with *pro-active adds/moves/changes inclusive of errors/mistakes until I remove this statement.

The following content is a brief and unofficial prerequisites guide to setup, configure and test delivering Microsoft teams within a Citrix virtual desktop powered by Citrix Virtual Apps & Desktops (CVAD) Service – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops-service.html in Citrix Cloud prior to deploying in a PoC, Pilot or Production environment. The views, opinions and concepts expressed here are those by the author only and do not necessarily conform to industry descriptions nor leading practises. The views expressed here are my own and do not necessarily reflect the views of Citrix.

Shortened Names
SKYPE FOR BUSINESS – skype4b
CITRIX VIRTUAL DESKTOP – cvd
CITRIX VIRTUAL APP & DESKTOP – cvad
VIRTUAL DELIVERY AGENT – vda
HIGH DEFINITION EXPERIENCE – hdx
VIRTUAL DESKTOP – vd
VIRTUAL APPS – va
REALTIME MEDIA ENGINE – rtme
CITRIX WORKSPACE APP – cwa
MICROSOFT TEAMS – teams
CURRENT RELEASE – cr
LONG TERM SERVICE RELEASE – ltsr

Very Importantly Notice*
This feature depends on a future Microsoft Teams release. We will update this description as information about the version and release date become available.” referenced directly from – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#system-requirements.

Introduction
In May 2016 I published the following blog post entitled “Deploying Skype for Business 2015-16 (Offloaded) from a Citrix HDX Optimised Virtual App or Desktop” available at – https://axendatacentre.com/blog/2016/04/25/deploying-skype4b-2015-offloaded-from-a-citrix-hdx-virtual-app-or-desktop/. Suggested before you continue reading this post please read the “Optimization for Microsoft Teams” documentation on Citrix eDoc’s at – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html or study if you are pressed for time the below architecture diagram for ease of use, of the joint Citrix + Microsoft solution to offload the audio/video processing of Teams from a Citrix Virtual Desktop to the employees local endpoint that is required to run a supported OS + Citrix Workspace app + Real-Time Media Engine (RTME). I still encourage you to please read the documentation in full prior to continuing reading.

It is also worth understanding Microsofts basic architecture overview of the solution which is available at – https://docs.microsoft.com/en-us/microsoftteams/teams-for-vdi#teams-on-vdi-with-calling-and-meetings.

The Employee Experiences with Teams HDX Offloaded

Windows

Linux (x64 Linux distributions only)

Understanding a HDX Optimised vs. Non-Optimised CVAD Deployment
The following HTML diagram depicts the differences between (un)optimised, I’ve also included a few suggested considerations as well.

Non-Optimised  Optimised for HDX Teams Offloading

Windows OS
VDA YYMM
Teams app 1.2.00.31357
Internet
End-point + Citrix Workspace app (CWa)

Windows OS
VDA YYMM
←
β†’
ICA/HDX Virtual Channel* 
↑
 β†“
Teams app 1.2.00.31357
HDX Teams Services ←
β†’
Internet  β†‘
 β†“
←
β†’
End-point + Citrix Workspace app (CWa) – Windows 1911*
A/V Traffic to other End-Point ←
β†’
HDX Embedded Media Engine ←
β†’

1. It’s very important to recognise that employees will find themselves in a situation where the connected end-point is unoptimised during work from home scenario e.g COVID-19 and therefore you should plan for these scenarios by implementing the right vs. relevant HDX policy strategy “Balanced” vs. “Preferred” see below guidance.
2. Educate employees when using a non corporate device e.g personal device at home during to COVID-19 they will likely be consuming an un-optimised version of Teams in CVAD, its important to set a exception to avoid unnecessary help desk tickets/calls.
3. Any and all exchanged IM’s and documents live within the CVAD lens meaning that your IP + Pii in any documents lives within the employees CVAD resource e.g Virtual Desktops when they exported it from a IM’s vs. channel(s) in Teams. It is also important to recognise that those same IMs’ vs. channel(s) originate and are available in Microsoft Teams on any device as the source, so if employees re-frame teams outside of your Citrix virtual desktop your IP + Pii in documents could be exfiltrated if the employee device(s) are not properly managed by IT e.g MEM, UEM, MAM, Secure SaaS check out – https://www.mycugc.org/blogs/lyndon-jon-martin/2020/03/27/secure-saas-on-zero-trusted-vs-earned-trusted-devi for more information.

LTSR vs. CR Strategy for HDX Offloading of Microsoft Teams?
It’s worth understanding that if your CVAD deployment strategy is to use the Long Term Service Release (LTSR) then you will not receive any new features only bug fixes this thinking keeps inline with the current CVAD strategy between CR vs. LTSR (stability and long-term – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/1912-ltsr.html) release cycles. Consuming a CR branch means that you can unlock new features as they become available by upgrading your CVAD on-premises of upgrade the CVAD Service components within your Resource Locations (RL).

Release Strategy New Features Bug Fixes Documentation
CVAD Service
βœ“
βœ“
On-premises Current Release (CR)
βœ“
βœ“
https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html
Long Term Service Release (LTSR)
βœ—
βœ“
https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/1912-ltsr/multimedia/opt-ms-teams.html

Pre-requisites & System Requirements Key Highlights Only
The full and complete list is available at – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html*, there is also a Citrix TechZone article published at – https://docs.citrix.com/en-us/tech-zone/design/reference-architectures/optimizing-unified-communications-solutions.html. The below are the key highlights that should be focused on to be successful.

1. You will require the following MSFT teams version “1.2.00.31357” in order to be able to take advantage off the HDX Offloading capabilities within a supported CVAD environment. The following Citrix Workspace app (CWa) versions are the suggested vs. minimal versions that will be required to HDX offload Teams A/V traffic onto the employees endpoint:

Windows
Minimum Version: Citrix Workspace app 1911 for Windows
Download (1911): https://www.citrix.com/en-gb/downloads/workspace-app/legacy-workspace-app-for-windows/workspace-app-for-windows-1911.html
PDF Documentation (1911): https://docs.citrix.com/en-us/citrix-workspace-app-for-windows/1911/citrix-workspace-app-for-windows-1911.pdf

Linux
Minimum Version: Citrix Workspace app 2006 for Linux running on x64 Linux distributions.
Download (2006): https://www.citrix.com/en-gb/downloads/workspace-app/linux/workspace-app-for-linux-latest.html
PDF Documentation (CR): https://docs.citrix.com/en-us/citrix-workspace-app-for-linux/citrix-workspace-app-for-linux.pdf

Mac – Technology Preview
Technology Preview Version: Citrix Workspace app 2009 for Mac OSX running on 10.15.
Download (2009): https://www.citrix.com/en-in/downloads/workspace-app/betas-and-tech-previews/workspace-app-tp-for-mac.html
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2. Avoid using the .exe installer for Teams – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#microsoft-teams-installation.
3.The Citrix HDX Teams policy “Microsoft Teams redirection” – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/policies/reference/ica-policy-settings/multimedia-policy-settings.html#microsoft-teams-redirection, is ON by default as per https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#microsoft-teams-installation.
4.CTXMTOP is a Citrix HDX virtual channel used for command and control purposes and no media is therefore exchanged between the CWa running on the end-point and the VDA running in the resource location (data centre).
5. In terms of network connectivity requirements PLEASE NOTE that MSFT Teams utilises Media Processor servers in Office 365 for meetings which affects the behaviour of two peers in point-to-point call scenarios, you can learn more at – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#network-requirements, you should be thinking about near to local breakout from end-points to ensure IP transmits to Office365 over the most efficient and faster available route to avoid any/all employee experience degradation this will also directly apply to any MSFT teams clients on native devices that aren’t HDX Offloaded so take note! If you are a Citrix SD-WAN customer take a look at – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#citrix-sd-wan-optimized-network-connectivity-for-microsoft-teams likewise if you are not a Citrix SD-WAN customer please take the opportunity to understand why you need to be thinking about an SD-WAN solution for your modern workplace.
6. You will need to update your Windows Firewall ACL on Windows endpoints to avoid the offloading failing by allowing “HdxTeams.exe (HDX Overlay Teams)“, you learn more at – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#firewall-considerations.
7. Understanding Screen sharing – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#screen-sharing-in-microsoft-teams.

Deploying HDX Offloading (HDX Optimisation Pack ) for Microsoft Teams in a Citrix Virtual App vs. Virtual Desktop
1.The minimum on-premises control plane required is 1906 running the 1906.2 VDA reference – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#system-requirements and
2.You need to enable the following policy in Studio for 1906 see page at 668 – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/downloads/citrix-virtual-apps-and-desktops-1906.pdf to enable “Microsoft Teams redirection” which is also documented at – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#system-requirements.
3.Endpoints should be running Citrix Workspace app for Windows 1907 but the recommended version is 1909 and be sure to configure the Windows ACL for Windows Defender Firewall to allow the “HDX Overlay Teams” app to traverse the right vs. relevant networks for more information please check out – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#firewall-considerations.
4. The Citrix TechZone micro-site includes few detailed Proof of Concept web document at – https://docs.citrix.com/en-us/tech-zone/learn/poc-guides/microsoft-teams-optimizations.html#policy-settings entitled “Proof of Concept guide for Microsoft Teams optimization in Citrix Virtual Apps and Desktops environments” to help you setup, configure and deploy Microsoft Teams through a CVAD session or lens. It is a must read and therefore I have chosen to not repeat of any of the authors great work expect what was in my original post 06/08/2019. A fellow Citrix colleague Wendy Gay, published a simple guided step by step overview at – https://citrixie.com/2020/04/14/installing-teams-optimization-pack/ which is worth reading.

Microsoft Teams Leading Deployment Practises for Teams in Citrix VDI
1. Migrate Teams on VDI with chat and collaboration to Citrix with calling and meetings – https://docs.microsoft.com/en-us/microsoftteams/teams-for-vdi#migrate-teams-on-vdi-with-chat-and-collaboration-to-citrix-with-calling-and-meetings.
2. Teams on VDI performance considerations – https://docs.microsoft.com/en-us/microsoftteams/teams-for-vdi#teams-on-vdi-performance-considerations.
3. Known issues and limitations – https://docs.microsoft.com/en-us/microsoftteams/teams-for-vdi#known-issues-and-limitations

CWa Endpoint Update Release Strategy
It is important to recognise that you will need to manage the versions of supported CWa out in the field to avoid the HDX Offloading of Teams breaking and causing a degraded employee experience reverting to fallback of A/V. Please note that each supported OS platform has a different management strategy. You should also please take into account Microsofts recommendations – https://docs.microsoft.com/en-us/microsoftteams/teams-for-vdi#install-or-update-the-teams-desktop-app-on-vdi.

Platform Manual Automatic IT Controlled Link
Windows
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https://docs.citrix.com/en-us/citrix-workspace-app-for-windows/update.html#advanced-configuration-for-automatic-updates-citrix-workspace-updates
Linux
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https://docs.citrix.com/en-us/citrix-workspace-app-for-linux/install.html#update

Tech Insight – Microsoft Teams Optimization with Citrix
This video provides a detailed guided overview of the joint architecture, employee experience, optimisations inclusive of using Citrix SD-WAN, teams call routing and more. Originally posted to the Citrix TechZone at – https://docs.citrix.com/en-us/tech-zone/learn/tech-insights/microsoft-teams-optimization.html.

Suggested HDX Broadcast (Remote Graphics Mode) Policy for 7.15 Long Term Service Release (LTSR)
*Please be aware that Citrix eDocs is very clear when it states that Citrix does NOT support Teams HDX Offloading Optimisation for 7.15 Long Term Service Release (LTSR) as it is NOT listed as a supported CVAD platform, you still may wish however to test Microsoft Teams operationally e.g test out its impact on compute, I/O, user profile e.t.c and then purely for fallback failures aka NO HDX Offloading Optimisation BUT you will not be able to test the employee experience of HDX Offloading the audio/video traffic as it is NOT supported remember*). You’ll make use of your UAT 7.15 LTSR environment to be ready for a 2020-21 deployment on a supported CVAD release that supports HDX Offloading for Microsoft Teams, therefore use the built-in default HDX policy “Use video codec for compression” selecting  “Use video codec when preferred” which means the following “This is the default setting. No additional configuration is required. Keeping this setting as the default ensures that Thinwire is selected for all Citrix connections, and is optimized for scalability, bandwidth, and superior image quality for typical desktop workloads.” reference the 7.15 LTSR documentation at – https://docs.citrix.com/en-us/xenapp-and-xendesktop/7-15-ltsr/graphics/thinwire.html which will probably be ok for testing under the current release that you are consuming. Final Remember: CVAD formerly XAD 7.15 LTSR platform is NOT supported for Teams Optimisation. TIP: Definitions can change between CR vs. LTSR within the HDX stack which is consistently improving and being updated to offer better employee experiences all the time e.g introduction of net new H.264 standards so always be sure to check the differences between CR vs. LTSR and CR vs. CR versions.

Transitioning from Skype for Business to Teams
A number of few folks have asked the question can I mix and match Skype for Business and the Teams Optimisation Packs together? Its actually a complex answer but the immediate answer as of 03/08/2019 is below, BUT always be sure to circle back and review Citrix’s documentation for the latest supporting statements and interoperability at – https://docs.citrix.com around Teams Optimisation and when searching use “Teams Optimization”. Tip use American spelling for better results.

The response is complex and is as follows, answers received vary dependant upon your role Citrix vs. Skpye4B/Teams SysAdmin or Consultant. As I work at Citrix today (Aug 2019) lets focus on a Citrix based role to Teams response:

1. Complete LOB app readiness of Teams including new HDX services/API’s to enable HDX Offloading within a the master image but hidden + unavailable using techniques like disabling the services for each (whatever you prefer), Citrix app layering, MSFT app masking e.t.c. TIP: Pay attention to understand the compute utilisation differences between Teams vs. Skype4B there is a difference.

2. I still need to push out the required RTME to all employee end-points so I don’t want to break the employee experience while we transition to Teams. It is expected to have backwards compatible within Citrix Workspace app for older Virtual Delivery Agent (VDA) versions check eDocs for the backwards compatibility.

3. I only want to transition employees by AD or Citrix Delivery group (department, trusted test groups e.t.c) to Teams based upon point 2 and perform a staggered canary rollout like Citrix Cloud does for each of its services.

4. The person(s) within the Skype for Business/Teams based role(s) need to setup/conf and then test the audio/video codecs prior to enabling Teams at a company wide scale, for me personally this point is actually the most critical because as you offloading the audio/video to the end-point when using HDX Offloading the back-end compute + network resources low aka aren’t taken any much of a real hit HOWEVER if the HDX Offloading fails then you really, really need to understand the impact of processing of the A/V within the Citrix session and what affect it will have on the employees experience so when he/she is completed there final tests, you should prior to a final rollout perform a test side by side two identical end-points one optimised and the other un-optimised and be sure to capture the compute + network requirements client and server side, including the network traffic and score the experience out of 10 for voice and video, the test should be done with wired (where possible today), wireless (Wi-Fi) and 4G internet connectivity in two separate locations an Office (think QoS) and at home (no QoS).

5. Once you have the results from point 4 you may want to re-evaluate your existing HDX Broadcast policies (remote graphics mode e.t.c) and take into account a fall-back scenario if HDX Offloading fails whatever the reason, you may also prefer to leave it as is, however I would strongly suggest creating an emergency fallback HDX Broadcast policy stack but it should be DISABLED and only manually pushed out only if required. The fallback HDX Broadcast policy stack is to preserve the employee experience as best you can if something goes wrong and when I mean something goes wrong I mean a non-Citrix update breaks the optimisation somehow as in reality the Citrix components e.g VDA, HDX Services/API, RTME and Citrix Workspace app are less likely to change within a 12 month period.

6. Citrix’s CR documentation for CVAD is updated to include a digram and overview of “Microsoft Teams and Skype for Business Coexistance” – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#microsoft-teams-and-skype-for-business-coexistance.

Managing Employee Experience when Teams HDX Offloading is NOT available
Most folks are not aware that you can control what happens when Microsoft Teams is NOT been HDX offloaded also referred to as Optimised in a Citrix Virtual Apps & Desktops session. You can achieve or rather control the following when β€œFallback Mode” occurs either when a the employees connects from an unsupported endpoint + CWa version e.g CWa for HTML5 or they switch from a IT managed endpoint to a BYO endpoint with the incorrect CWa installed (older and unsupported) or IT has not updated the VDA stack within the master image within the Citrix Cloud Resource Location or preferred cloud data centre type.

You can when the optimisation is unavailable enforce no fallback or audio only (suggested and preferred), if you don’t set either of these options the default is to fallback to allowing the Citrix ICA/HDX protocol to do what it does best optimises the remoted session, you can learn more at – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#peripherals-in-microsoft-teams.

Suggested “Balanced” HDX Broadcast (Remote Graphics Mode) Policy for Fallback
In 2016 I proposed the following HDX policy for remote graphics β€œUse video codec for compression” to be set to “For actively changing regions” to preserve the employee experience in a fallback scenario, its now 2019 and my Suggested HDX policy remains unchanged as long as the key goal is to preserve the employee experience to meet that HD experience and it will come at a back-end compute + network traffic spike, including increased network traffic between server and client to process the video H.264/H.265 streams.

Once upon a time I was a SysAdmin and still am at my core so I’ll have an emergency HDX policy in place BUT disabled I call it “HDX Adaptive Display v2 (Balanced)” you configure it as follows selecting the following HDX policies in Studio:

1.”Use video codec for compression” then select  “For actively changing regions
2. “Preferred color depth for simple graphics” then select “16 bits per pixel” and also try 24.
3. Select “Frames Per Second” and select the target FPS to circa 25 from the default which is 30.

NEW 11/10/2019 you could look to utilise “Progressive Mode” – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/graphics/thinwire.html#progressive-mode, I have not tested this myself yet however it may work for your organisation if you already have it in-place actively.

I wrote a myCUGC article entitled “HDX Leading Best Practices for your Modern Secure Workspace” at – https://www.mycugc.org/blogs/cugc-blogs/2017/09/15/hdx-leading-best-practices-for-your-modern-secure which has some interesting thoughts and insights from nearly 2 years ago which you may find useful and yes I will write an updated article this year time permitting to complete my testing which requires extensive field testing with different devices I don’t just use a lab + network at home, I base 95% of all my article suggestions of what/how to configure settings vs. practises from my personal lab hosted in AWS EC2 in N.Virginia to delivered to end-points in the City of and Greater London, England so its not definitely poppy cop its real world + life scenarios and use cases that I test.

Suggested “Preferred” HDX Broadcast/RealTime/MediaStream (Remote Graphics Mode, Audio and Video) Policy inclusive of Fallback
YES I am contradicting the above suggested HDX Broadcast fallback policy, which I have now renamed to “Balanced” from my initial post and why it still remains is that it will support organisations of any size vs. scale vs. deployment rollout vs. connected devices supporting a balance between video, audio and the remoted display so when an outage occurs and neither I nor will you know what its going to be impacted for example it could be 1x MPLS circuit failure (tip check out Citrix SD-WAN link bonding demo from Jan 2016 vs. case study vs. product page) vs. degradation of all internet circuits due to bad BGP route injections, you get the idea. I’m cautious being an ex-SysAdmin/Consultant and therefore I will summary the key differentiators from my own perspectives as follows in order:

1. How important is the employee experience? For me personally this is always #1 as today’s 2019 reality, employees want an HD 4K experience consistently therefore my personal advise is utilise the built-in default HDX policies within the Current Release (CR) typically minus 2/3 of current CVAD release with your desired HDX employee experience policy tweaks.
2. Once you understand how the humans (employees) within your organisation work using Skype for Business vs. Teams you will have better context as to the WHAT should be in your fallback policy for DR, business continuity or just individual employee devices going into fallback mode. For example understanding your employees is key lets take a look at a practical example by industry vertical, a call centre employee is more interested in better audio quality with customers vs. a clinician on a video call discussing a patients surgical/recovery plan looking at patient records.
3. Re-evaluate once every 3-4 months by asking, polling quick surveys and looking at the metrics made available in both Skype for Business vs. Teams as lets be honest its not a light switch its a journey from one to the other.

Now that you understand your humans (employees) keeping point 3 in mind and begin building out your HDX employee experience policy which most likely be the using the defaults in the 19XN releases as the HDX product management team have done an brilliant job working with engineering decreasing the amount of toggles and dials to tweak the HDX protocol and its now these days automatically adapting and adjusting to maintain the human (employee) experience.

1.”Use video codec for compression” then select  “Use video codec when preferred
2. Select “Frames Per Second” use the default which is 30 or increase up to a maximum of 60.
3. Select “Visual quality” set to “High” going beyond this will incur high network bandwidth utilisation, but going beyond this is ok but remember if you are having continual networking performance issues unrelated to Citrix or the HDX offloading capability and employee experience has decreased overall think about a micro change for the current window and then revert. An example of using “Always lossless” is the clinician use case described above.

Tech Insight – Microsoft Teams Optimisation with Citrix

What Supported Hardware Can I Use With Microsoft Teams?
Strongly suggested to only use Microsoft Teams certified headsets, speaker phones, conference phones, cameras e.t.c are listed and available at – https://products.office.com/en-us/microsoft-teams/across-devices/devices. Are my existing Citrix Ready thin clients, headsets, cameras e.t.c using with Skype for Business using Citrix’s HDX Offloading capability compatible? You will need to check with your vendor for there support status with the new optimisation pack for Teams and Microsoft Teams as there have been changes made from both Citrix + Microsoft.

Collection of Suggested Troubleshooting for Microsoft Teams HDX Offloading in CVAD
Understand what Audio & Video (A/V) can be re-direction e.g web camera from supported Operating System (OS) vs. Citrix Workspace app (CWa) – https://www.citrix.com/content/dam/citrix/en_us/documents/data-sheet/citrix-workspace-app-feature-matrix.pdf – Citrix Workspace App (Earlier known as Citrix Receiver) Feature Matrix.

1. The Citrix Support site has a detailed article – https://support.citrix.com/article/CTX253754 which covers off multiple topics for troubleshooting failed HDX optimisations in a CVAD session.
2. How do I know if Teams is Optimised? https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#enable-optimization-of-microsoft-teams.
3. Troubleshoot MSFT Teams – https://docs.citrix.com/en-us/citrix-virtual-apps-desktops/multimedia/opt-ms-teams.html#troubleshoot.
4. Chromebook – Teams webcam audio problem – https://discussions.citrix.com/topic/408319-chromebook-teams-webcam-audio-problem/#comment-2063142.

The views expressed here are my own and do not necessarily reflect the views of Citrix.

Employee Personalisation Experience in Citrix Workspace

The Citrix Workspace experience always employees to personalise there workspace beyond the enterprise branding that IT may or may not enforce. So what can a use personalise?

The following options are currently available:

First Name
Last Name
Company Name (Optional)
Custom Avatar vs. Initials

The following shows the difference between with(out) an Avatar and does make a significant impact even as a Citrix employee that its my personalised workspace that I go to get work done.

How do you enable your own personal Avatar within your Citrix Workspace? I will be honest its not obvious and its driven by the Citrix Content Collaboration (ShareFile) platform.

1.Login into your Citrix Files (ShareFile) portal e.g https://axendatacentre.sharefile.eu or .com
2.Once you logged in you should be taken to “Dashboard” UI and in the middle of the web page at the top you’ll see your name e.g “Lyndon-Jon
3.Next to your name it will say “Add profile picture
4.It will then open up the “Edit Profile” web page and within the “Name and Company Details” area you’ll see parallel to your name “Profile picture” select “Upload” and browse to the picture that you will use and select it.?
5.Your picture will be upload and a green notification will appear above (right side) saying “Your profile picture has been updated.” which means your profile picture has been saved successfully.
6.Next login to your Citrix Workspace either the app or HTML5 portal and you’ll see your personalised Avatar appear instead of the standard initials Avatar. Note I did find that Citrix Workspace app across all my devices required either more than 1x refresh to propagate the new Avatar or sign-off/close Citrix Workspace app and re-login at the change propagated.

In closing you now have a personalised avatar within your Citrix Workspace available across all your devices as seen below, although I primarily use Apple devices you can see the experience persists from a HTML5 browser to the mobile and desktop apps for Citrix Workspace.

I have not checked what feature entitlement is required but considering that you personalise your Avatar in Content Collaboration its a little obvious at a glance, I will update this article in the future once I have fully investigate the entitlement required. This feature had positive impact on me that I believed a brief post about setting it up was a priority for me to share with the Citrix community.

The views expressed here are my own and do not necessarily reflect the views of Citrix.

How vs. where I worked from in 2018

I’m often asked why Citrix? The answer can be a simple vs. complex one, therefore I choose to demonstrate why Citrix through proactive evangelism by recording myself using my Citrix Workspace actively through-out the year, which initially began in 2016 and lead to the original How vs. where I worked from in 2017 video available at – https://twitter.com/lyndonjonmartin/status/949316537021812736.

The views expressed here are my own and do not necessarily reflect the views of Citrix.