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					Hands-On Training

MetaFrame Conferencing Manager
                       Agenda

Citrix MetaFrame Suite
Business Overview
Features
Architecture
Design
Installation
User Interface
Exchange Integration
Troubleshooting
Competition
Packaging, Pricing & Availability
Partners – What’s next
Citrix MetaFrame Suite
          Citrix MetaFrame Suite

MetaFrame XP               MetaFrame Secure
Presentation Server        Access Manager
–   Any application         –   Secure access to
–   Any device                  application and
                                information
–   Web-enabled
                            –   Single-point access
–   Simplify application
    deployment              –   Role-based access
–   Reduce TCO              –   Easy deployment

MetaFrame Conferencing     MetaFrame Password
Manager                    Manager
 – Dynamic application     –    Simplify end-user
   conferencing                 access
 – Improve meeting         –    Increase security
   productivity
                           –    Reduce help desk costs
 – Reduce travel cost
                       any number of people
any location



          The
                On-Demand
                Enterprise
                      any connection

  any device
MetaFrame Conferencing Manager -
Business Overview
Citrix MetaFrame Conferencing Manager


The most productive way for teams, regardless of their
individual locations, source, connection or device, to
work concurrently and collaboratively on the same
applications and documents.
Benefits


 Increase productivity
 Capture key decisions faster
 Boost meeting productivity
 Reduce travel costs
 Increase return of current
 infrastructure
 Reduce training costs
    Customer Dilemma – Presentations


   Who is currently dialed in?
                                   That’s not
                                  my slide 14!

What’s the dial-in?

                                   I don’t have
                                 that document!
         I need a copy of
         the presentation
 Customer Dilemma – Collaboration


When can we get together?
Do we have a meeting room booked?
Send me the revised document?
How much will this trip cost?
Who will merge the final document?
How do we review the document?
    Customer Dilemma – Training


How much does travel cost?
How often do you have to go back?
What happens to people who missed
the training?
Do we have enough computers for
training?
Who will configure the training room?
Solution

Allowing easy, effective and secure
collaboration
Enabling anywhere, anytime
application conferencing
Easily and quickly coordinate meetings
Integrate with MetaFrame XP and
Microsoft Exchange
                 Solution

Create, share and edit within any
application
Application not required on client
Easily execute application conferencing
meetings
Manage conferences with an easy, intuitive
UI
                 Solution

Consistent UI for all devices
Cost efficient
Maintain the level of security provided by
internal infrastructure
Documents do not leave the confines of the
internally secured environment
Features
             Key Features


Easy, intuitive interface

Seamless MetaFrame integration

Integration with Microsoft Exchange

Private conferences

Dynamic mouse and keyboard control

Attendee management

Private message
 Seamless MetaFrame Integration

Standard application install and deployment via
MetaFrame Presentation Server
Application Embedding via
MetaFrame Secure Access Manager
No new servers or infrastructure required
Connections secure through secure gateway
      Seamless MetaFrame Integration

Any application in
MetaFrame XP
Presentation
Server farm
available for
conferencing
 Seamless MetaFrame Integration

Standard application install and deployment via
publishing via MetaFrame Presentation Server
Application Embedding via
MetaFrame Secure Access Manager
No new servers or infrastructure required*
 Integration with Microsoft Exchange

Coordinate meetings
using Microsoft
Outlook

Maintain a single
calendar for all
meetings and
conferences

Instant conferences
available without
Microsoft Exchange
integration
          Private Conferences

Users see only the
conferences they can
attend

Only invited users
have access to the
conference
 Dynamic Mouse and Keyboard Control


Control which users
can manipulate
documents

Pass mouse and
keyboard control to
other users
           Attendee Management


Easily add
attendees after
conference has
started
Architecture
Architecture – Components
        Architecture Components


Conference Organizer (CO)


Conference Room (CR)


MetaFrame Conferencing Manager Client
          Conference Organizer (CO)


NT service
Independent of MetaFrame XP
Installs on any Windows 2000 or 2003 server
Maintains meeting and load information
–   Location, meeting state (started, ending), etc
Communicates with client and CR
1 per farm only
           Conference Room (CR)


Installs as a hidden application in farm and
NT service
Client embeds CR in UI via ActiveX
Multi-user shadowed session
Tracks all server meeting information
–   Attendees, keyboard/mouse control etc
Communication interface for CR and client
Installed on MetaFrame servers
Install on additional servers for increased
performance
MetaFrame Conferencing Manager client

User facing component
Published via MetaFrame XP
Win32 application developed by Citrix
Displays meetings, documents, invitees from
 – CO for instant
 – MS Exchange for scheduled

Obtains data from Microsoft Exchange
 – Scheduled meetings
 – Attachments
                 Architecture
                                         MS Exchange

          CO

                                         1. Client
                                         2. User
                                         3. CR launches
                                          4. CO queries
                                          5. User
                                         connects tofor
                                         interface to
                                         and appears
                                          Citrix XML
                                          requests
                                         MetaFrame for
                                         queries CO
                                         embedded
                                          published
                                          launch
Manager Client                           Conferencing
                                         location of CR
                                         within user
                                          application
                                          published
                                         Manager Client
                                         component in
                                         interface
                                          information for
                                          application
                                         hosting
                                          user
                                          conference
                             MF XP       requested
                                          which appears
                             - XML       conference
                                          embedded.



                 CR
                          MF XP – with
                          pub. apps
                            MetaFrame XP
Client Devices
                            Farm
Design
Design – Selecting Servers
         Design - Single Server


All components installed on MetaFrame XP
server that is member of current farm
Install CO, CR and client on server
Pros:
– Reduce hardware requirements
– Great for small number of users

Cons:
– No redundancy
– Limited by resources of single server
          Design - Multi Server


CMCM client and applications installed on some or all
MetaFrame XP server that is member of current farm
CO, and CR installed on a new MetaFrame XP server
dedicated for conferencing
CR installed on additional MetaFrame XP servers
dedicated for conferencing
Pros:
– Reduce the   load of applications
– Allow more   users in a conference
Cons:
– Must   monitor the resource used by CMCM
  client
– Servers must be part of domain (cannot be a
  workgroup)
        Design - Configuration


1 CO per farm – This should be installed on
high availability server
Each conference being held uses its own
conference room
Using CR on different servers allows for more
conferences
Each conference is run in a single CR.
Dedicated CR servers will allow for the
maximum amount of users per conference
You gain performance improvements by
installing the CM user interface and CR/CRS on
multiple servers
        Design - Configuration


To minimize network traffic the CO contacts the
primary server for the XML service
The primary server for the XML service should
be the data collector
Design – Pass-Through
Authentication
        Design – Pass-through


2 logon prompt
1st is to start the MetaFrame Conferencing
Manager user interface
2nd is to start the Conference Room which
starts as embedded application
Enable pass-through authentication to
eliminate either the initial or the subsequent
logon prompt, or both.
Design – Exchange Integration
           Design - Exchange


Benefits of Exchange Integration
– Leveraging email and calendar features of Outlook
– Reduced scheduling conflicts
– Sending conference agenda and preview items to
  attendees
– Scheduling a conference on behalf or another person

If Outlook is installed on the same server as
the Conferencing Manager UI, Exchange
integration is enabled
Design – Other
                Design - Other


Licenses are monitored and users will not be able to join
conference unless a license exist
Scheduling a conference does not reserve licenses
License is based on concurrent usage.
An active conference participant is defined as a user
that is in an active conference. Just launching the client
and reviewing the conference list will not decrement
your CCU license count.
It is recommended to use the latest ICA client
            Design - Other

Same as Shadowing
25 users is a soft maximum
# of Meetings dependent on # of Servers
No cross farm collaboration
NDS applications does not work
Invitation by NT group does not work
Deployment - Installation
          Installation Options


Manual installation
Silent installation
MSI deployment with Installation Manager,
Active Directory or SMS
    Deployment – Silent Installation


Msiexec /I <full_path_to>CMCM.msi /<q group
option> <Property>…
Group option – “/q n|b|r|f|n+|b+|b-”
– qn – No user interface
– qb – Basic user interface

Property – CMCMCFG_PARS, ADDLOCAL |
REMOVE, INSTALLDIR, LOCALUSER,
CITRIXSUERNAME, PASSWORD, DOMAINNAME,
TRANSFORMS
Installation
                   Installation


Conference Organizer
–   Primary Citrix XML server and port
–   Backup Citrix XML server and port

Conference Room
–   Must be on MetaFrame XP server with SP3
–   Farm credentials
–   Conference Organizer server name or IP
–   Licensing Information


–   NOTE: Use IP, FQDN or NetBIOS name to specify
    servers
                  Installation


Conferencing Manager User Interface
–   Farm credentials
–   Conference Organizer Server




–   NOTE: Use IP, FQDN or NetBIOS name to specify
    servers
    MetaFrame Published Applications


Two Published
Applications
are created
– Conference
  Room (hidden
  to users)
– Conferencing
  Manager client
  – the UI
Do not rename
the hidden
application
           Installation - Hotfixes


MCM200W001
–   Allows you to launch a published application on a
    server other than the server where the Conference
    Room component is installed when there are double-
    byte characters in the application name.

MCM200W002
– Resolves the problem where that status bar help tips
  for some of the menu options were incorrect
– Users of the Spanish language version were unable to
  leave or end conferences
        Installation - Licenses


Licensing Tasks:
– Installing the License via CMC
– Activating the License via CMC
– Specifying the Conference Room License Type
  through the Citrix MetaFrame Conferencing Manager
  Configuration Tool
       Installation – Pass-Through
               Autentication

Initial Logon Prompt
–   If using Program Neighborhood Client, enable pass-
    through authentication for the PN Client on the local
    client device
Subsequent Logon Prompt
–   Enable pass-through authentication for the pass-
    through authentication for the PN Client on the server
    that hosts the MetaFrame Conferencing Manager user
    interface.
      Lab 1: MetaFrame XP FR3


Install a server as a member of a new farm
Publish Notepad and IE and connect using Web
Interface (Nfuse Classic)
Lab 2: Install and Configure MetaFrame
         Conferencing Manager


 Install MetaFrame Conferencing Manager
 Create an instant conference
 Join the conference as a different user
User Interface
User Interface – Roles
                         Roles


Conference Organizer
–   Schedules a conference in advance using Outlook
–   Appoints a conference host to start and run conference
Conference Host
–   A person appointed by the conference organizer to be the
    conference host
–   A person who creates and starts an instant conference
    using the Conference Manager client
–   Grants or denies attendees keyboard and mouse control
Conference Attendee
–   A person invited to join a conference
User Interface – Creating
Conferences
          Creating Conferences


Instant MetaFrame Conferences
– Use when there is no need to give attendees
  advanced notice
– Use if Exchange is not integrated

Schedule MetaFrame Conferences
– Schedule a conference ahead of time
– Use Microsoft Outlook to create an appointment
– Users invited define list of conference attendees
– Icon in appointment provides easy access for
  attendees to join meeting
User Interface – User Access
                 Meeting list shows all your meetings, both
              scheduled and instant – start or join any meeting
Create an instant meeting




          Tabs allow different data views …
          Description - dial in information or other text
          Attachments – included in original meeting request
          Attendees – Those invited to selected meeting
        Architecture and User Process

Start/Join a meeting
 – Queries CO for CR
   server information
 – Client makes an ICA
   connection to the CO
   identified CR server
 – Conference Room
   hidden app is
   embedded within
   client through ActiveX
 – Meeting attendees
   shadow the session on
   the CR server


                                   Conference Room hidden
            Conferencing Manager         application
                    client
                 The Meeting Room

                   Auto-hide menu bar
                   Switch between Full
                 Screen and Window view


     Attendees



Applications
Work area supports multiple applications …
Exchange Integration
        Exchange Integration


With the integration of Microsoft Exchange,
users are able to create and join conferences
using Microsoft Outlook
Turns any Outlook calendar appointment into a
MetaFrame conference.
Schedule meetings in advance
Integrates with Exchange 5.5 and 2000
Exchange Integration -
Installation
    Exchange Integration - Task


1. Install Outlook on every MetaFrame XP
server that you will be installing the MetaFrame
Conferencing Manager User Interface
2. Create an ICA file to launch the
Conferencing Room published application
3. Install the Conferencing Manager Custom
Outlook Form
4. Install the Conferencing Manager Outlook
Add-In button
    Exchange Integration – Task 1


1. Install Outlook on every MetaFrame XP server that
you will be installing the MetaFrame Conferencing
Manager User Interface
You must install Microsoft’s Collaboration Data Objects
(CDO) with Microsoft Outlook.
Configure Outlook profile in every user’s Window profile
with Logon network security set to Password
Authentication
Use Roaming profiles
Configure Outlook to be the default email client on each
of these servers.
   Exchange Integration – Task 2


2. Create an ICA file to launch the
Conferencing Room published application
After ICA file is created, add parameters to
enable pass-through authentication
The ICA file will be embedded in the
Conference Manager custom Outlook form
Gives the end-user a way to click an icon to
launch the Conference Manager User Interface
   Exchange Integration – Task 3


3. Install the Conferencing Manager Custom
Outlook Form
This form is used to create conferences via
Outlook
   Exchange Integration – Task 4


4. Install the Conferencing Manager Outlook
Add-In button
This button, when clicked launches the custom
MetaFrame Conferencing Manager form to be
used to schedule a meeting
Exchange Integration - User
Interface
                      MCM specific Settings




Book your meeting as normally done including any MCM specific settings
                 (See next slide on specific settings)
      Architecture and User Process


When client
launches
– Queries Exchange
  via Outlook API’s
– Shows today’s
  scheduled meetings
– Provides instant
  meeting capability




                       Conferencing
                       Manager client
Troubleshooting
Troubleshooting - Installation

                       The CO and CR must be
                       installed on a MetaFrame
                       XP server with Service Pack
                       3 or later. Feature Release
                       3 is not required.




The CO and CR must be installed on a
MetaFrame XP server with Service Pack
3 or later. Feature Release 3 is not
required.
     Troubleshooting - Installation



This error happens when some info is entered in the Backup
Server and Port field. Having a backup is optional and if
your are not using one, make sure there is nothing,
including a space in those fields.
      Troubleshooting - Installation




Conferencing Manager requires MetaFrame XP with Service
Pack 3. You must have licenses entered in the CMC for this
product.
          Troubleshooting - Architecture
                             CO




Manager Client                                      MF XP – XML
                                                    Primary


                                                      MF XP – XML
                                                      Backup

                            CR
Every servers with CR or the UI communicates with the CO

The CO must communicate with at least one XP server with XML

The servers with the client access the CR
 Troub. – CO communication problem




1. Run the Citrix MetaFrame Conferencing Manager
Configuration Tool on every server that have the
Conferencing Manager User Interface and Conference Room

2. After checking that the name
or IP of the server is correct.
From a command prompt, ping
the Conference Organizer
Service.
3. Verify that the Conference
Organizer Service is started.
     Troub. – CR Pub application 1of3




This may be caused because the Citrix Conference Room
published application is not published to this user.

1. Open the CMC, under Application, right click on Citrix
Conference Room, and select Properties.

2. Select Users, and verify that the users are listed under the
Configured Accounts. Add any missing users or groups.

NOTE: The Citrix Conference Room and the Citrix
MetaFrame Conferencing Manager published applications
must have the same users configured.
     Troub. – CR Pub application 2of3




This may be caused because the Application Name of the Citrix
Conference Room published application was changed.

1. Open the CMC, under Application, right click on Citrix
Conference Room, and select Properties.

2. Select Application Name, and verify that the Application
Name field is Citrix Conference Room. If it isn’t you can
change it from the CMC or use the repair function of the msi
install.

NOTE: The Citrix Conference Room application name
cannot be modified.
   Troub. – CR Pub application 3of3




1. Run the Citrix MetaFrame Conferencing Manager
Configuration Tool on every server that have the Conference
Room

2. After checking that the name
or IP of the server is correct.
From a command prompt, ping
the Conference Organizer
Service.
3. Verify that the Conference Room
Manager service is started.
  Troub. – Published application 1of2




This error occurs when the CO cannot communicate with
any MetaFrame XP with XML.
1. Run the Citrix MetaFrame
Conferencing Manager Configuration
Tool on the Conference Organizer
server and make sure the primary
server and port are correct. Check or
add a backup server if one is
available.
  Troub. – Published application 2of2

2. From the command prompt, telnet to the XML port on
the Citrix server. You should get a black box with cursor
flashing in the upper left corner. This is not a guarantee
that XML is working.
If it fails you will get
“Connecting To
yourcitrixserver...Could not
open a connection to host on
port 80 : Connect failed”
             Troub. – License 1of5




This error is caused because there is no Conferencing
Manager license installed in the Citrix Management Console.
You must have a valid license entered in the CMC before you
can start a conference.
             Troub. – License 2of5




The license in the Conferencing Manager must match the
license entered in the CMC.
             Troub. – License 3of5




The license in the Conferencing Manager has not been
activated within 35 days. You must activate the license in
the CMC
               Troub. – License 4of5


1. Open the MetaFrame
Conferencing Manager
Configuration Utility and set the
license for all the Conference
Room servers to the proper
license type.
                Troub. – License 5of5


1. Open the Citrix MetaFrame
Conferencing Manager and
make sure the Conferencing
Manager license is entered and
has not expired.

2. If it has expired, active it
using www.mycitrix.com.
      Troubleshooting – Pass-through

When starting a conference
and a prompt for pass-through
authentication, this is in
reference to the subsequent
logon prompt for the
conference.

This indicates that pass-
through is not configured on
the server that is running the
CM UI.
1. On every server running the CM UI, open the Program
Neighborhood client.

2. On the PN menu bar, select Tools > ICA Settings.

3. In the ICA Settings dialog box, on the General tab, select Pass-
Through Authentication and then click OK.
               Troub. – Color 1of2
The Citrix MetaFrame Conferencing Manager application starts
with low colors.

1. Open the CMC, under Application, right click on Citrix
MetaFrame Conferencing Manager, and select Properties.

2. Select Application Appearance and set the Colors to the
desired color.
                Troub. – Color 2of2




When a host creates a
conference he selects the lowest
acceptable color settings. If an
attendee’s workstation does not
support the minimum color, the
attendee must increase the
color resolution of his
workstation or the host must re-
create a new presentation with
a lower color depth.

Note: All attendees and host
see the presentation with the
same color.
Competition
 Competition - Benefits Over Other
             solutions

Same user interface across all devices

Application does not have to reside locally

Concurrent licensing model

Maintains the level of security within the
existing MetaFrame Access Suite
Packaging, Pricing & Availability
                      Packaging

Single datapack for all languages
–   English, German, Japanese, French,
    Spanish
–   Same media used for all languages
–   User Interface language based on
    locale of server

Starter System includes media kit
and 5 user license

–   Concurrent user licensing

–   Connection license packs available in
    5, 10, 20 and 50 user licenses
            Pricing & Availability


Pricing
–   Suggested retail price is US$99/ccu
–   Includes Subscription Advantage

Availability
–   Contact a member of the Citrix Solutions Network
Partners – Next Step
                Partners – Next Step

Next Step
–   Mention to every client
–   For current clients, it provides a reason to move them
    to Feature Release 3 (SP3 only is required)
–   Install at every new clients
    – Install an evaluation
    – This will generate more interest in MetaFrame XP and
      Conferencing Manager
–   Great way to increase usage of MetaFrame XP at
    existing clients
    –   All applications used to do a presentation must be on the
        MetaFrame servers
Resources
                 Resources


Administrator’s Guide Citrix MetaFrame
Conferencing Manager Version 2.0
–   http://support.citrix.com/kb/entry.jspa?ent
    ryID=2466&categoryID=239

Citrix MetaFrame Conferencing Manager
Quick & Easy Installation Guide Version 2.1
–   http://www.dabcc.com

				
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