Implementation Guide

Merchandising Server and Citrix Receiver for Windows version 1.0

Merchandising Server and Citrix Receiver Implementation Guide

TheCitrixMerchandisingServercanbeusedtodeploytheCitrixReceiverforWindowsandsupported plugins.AlthoughtheCitrixReceiverandthepluginscanbedeployedmanuallywithouttheuseofa MerchandisingServer,CitrixrecommendsusingtheMerchandisingServertoautomaticallydeployand update the Citrix Receiver and the supported plugins. This method offers the least long term administrativeoverheadandaseamlessuserexperience. This Implementation Guide provides an overview on how to deploy the Citrix Merchandising Server version1.0andCitrixReceiverforWindowsversion1.0.Thisdocumentishelpfulforanyonesettingup anenvironmentforproofofconcept,training,personallab,orproductionsetup. Fordetailedstepbystepdeploymentinstructions,pleaserefertotheaccompanyingselfpacedhands onlabslocatedhere:https://iguide.citrite.net/Receiver/Citrix_Receiver_for_Windows Inaddition,thereareseveralrecordingsonCitrixTVtoprovideyouwithavisualdepictionofthesteps thatneedtobecompletedforasuccessfuldeployment.BelowarethelinkstotheCitrixTVrecordings:

Step1:ImportingtheMerchandisingServerandconfiguringthenetworkinformationontheserver Step2:IntegratingtheMerchandisingServerwithActiveDirectoryandgiveauserconsoleaccess Step3:Schedulingadelivery Step4:DeliveringCitrixReceiverandpluginstoendusers

Contents
Environment requirements .........................................................................................................................................3 Step 1: Download virtual appliance and import it to XenServer ..................................................................................3 Step 2: Configure network settings for the Merchandising Server ..............................................................................4 Step 3: Configure Active Directory integration for the Merchandising Server and permission to the web-based admin console ............................................................................................................................................................4 Step 4: Schedule plug-in deliveries ............................................................................................................................5 Step 5: Test your setup ..............................................................................................................................................5

Environment requirements
You will need the following items in order to complete the setup:

XenServer5.xandXenCenter5.x ActiveDirectoryDomainController o o Windows2003orWindows2008 2useraccounts: Oneaccountthatwillbeusedforadministration Oneaccountthatwillbeusedforusertesting

WindowsXPorWindowsVista o o .NetFramework2.0orabove InternetExplorer7oraboveorFirefox2.xorabove

MerchandisingServervirtualappliance o o o o Downloadthevirtualappliancefromthedownloadspageonwww.citrix.com RequiresastaticIPaddressandcannotuseDHCP RequiresInternetaccesstocommunicatewithCitrix.comforpluginupdatenotifications Digitalcertificatetosecurecommunicationisoptional

Step 1: Download virtual appliance and import it to XenServer

CitrixTV Recording: http://www.citrix.com/tv/#video/579

1. FromaWindowsmachine,downloadtheMerchandisingServervirtualmachine.Itcanbe downloadedbyloggingintocitrix.comandselectingCitrixReceiver. 2. Oncedownloaded,extractthe.bz2zipfile.YoucanuseWinRartoextractthisfile. 3. TheXenCenterconsoleisneededtointeractwithXenServer.TheXenCenterinstallationislocated onCitrix.com.InstallXenCenterofaWindowsmachine. 4. OpenXenCenter,pointtoyourXenServerandlogin. 5. OnceloggedintoaXenServer,intheXenCenterconsolegotoFile>ImportVMandpointtothe MerchandisingServer.xvafiledownloadedintheprevioussteps.Youcanalsoclickonthe.xvafile

anditwillstarttheimportingwizardautomatically. Note:Theimportingprocessmighttakeasignificantamountoftime. 6. Oncetheimportiscomplete,powerontheMerchandisingServervirtualapplianceinXenCenter.

Note: There might be specific settings in XenServer that must be configured, such as having the appropriate network and storage settings specific to the environment.

Step 2: Configure network settings for the Merchandising Server

CitrixTV Recording: http://www.citrix.com/tv/#video/579 The steps below provide an overview of the network requirements that need to be configured on the Merchandising Server. See Lab1 Part1 for step by step instructions for how to configure the network information on the Merchandising Server.

1. InXenCenter,selecttheMerchandisingServervirtualmachineandgototheConsoletab. AssigntheMerchandisingServeraStaticIPaddress,netmask,gateway,andDNS. Note:ThismachinewillneedunobstructedaccesstotheInternet,specificallycitrix.com.This serverdoesnotsupportaproxyserverthatrequiresauthentication. 2. FortheMerchandisingServertobeaccessiblebyDNSname,ahostrecordmustbeconfigured ontheDNSservertomaptheassignedIPaddresstoaDNSname.

Step 3: Configure Active Directory integration for the Merchandising Server and permission to the web-based admin console
CitrixTV Recording: http://www.citrix.com/tv/#video/580 The steps below provide an overview of how to integrate the Merchandising Server into your Active Directory domain. The AD settings you configure can be changed but they cannot be deleted. See Lab 1 Part 2 for step by step instructions for how to complete these steps.

1. OnaWindowsmachine,openthebrowserandgoto http://MerchandisingServerNameOrIP/appliancetogettothewebbasedadminconsole Note:ThewordapplianceintheURLiscasesensitive. 2. Loginwiththefollowingcredentials: Note:Thesearethedefaultcredentialsusedonlyforinitialsetup. a. Username:root b. Password:C1trix321 3. Onceyoulogintotheconsole,enterthenecessaryinformationforthedomaincontroller. 4. AssignadomainuseraccountAuditororAdministratorrightsintheconsole.

5. Logintotheconsolewiththatdomainuseraccount. 6. VerifythattheMerchandisingServerhasaccesstoCitrix.combygoingtotheGetNewpagein thewebconsole.IfpluginsarelistedonthispagethatmeanstheMerchandisingServerisable tocommunicatewithcitrix.com.Ifthepageisblank,verifytheInternetconnection.

Step 4: Schedule plug-in deliveries

CitrixTV Recording: http://www.citrix.com/tv/#video/587 The steps below provide an overview of how to schedule the delivery of plug-ins to end users. See Lab 2 for step by step instructions on how to schedule plug-in deliveries.

1. OnaWindowsmachine,opentheMerchandisingServeradminconsoleandloginasadomain userthathasbeengivenAuditororAdministratorrightstotheconsoleinprevioussteps. 2. GototheGetNewpageanddownloadpluginsandmetadatafilesforeachpluginyouplan todeliver. 3. GototheUploadpageandselecteachpluginandmetadatafiletouploadtothe MerchandisingServer. 4. GototheScheduleaProductionDeliverypageandcompletethe4tabsthatwillrequireyou toselectthepluginstodeliver,configureeachselectedplugin,specifytheuserorgroupto receivethedelivery,andspecifywhentodelivertheplugins.

Step 5: Test your setup

CitrixTV Recording: http://www.citrix.com/tv/#video/586 The steps below provide an overview of how to test your setup. Use the directions in Lab 2 Part 4 for step by step instructions on how to test your setup.

1. Openthebrowseronyouclientmachineandgoto http://MerchandisingServer/appliance/download 2. AccepttheTermsandConditions 3. WaitfortheCitrixReceiverandthepluginstoinstallautomatically.

Version History
Author Stacy Scott Stacy Scott Version Version 1.0 Version 1.5 Change Log Document created Document modified with new name changes Date April, 2009 June, 2009

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