Installing Stage Manager Server

newshumansvilleΔιαχείριση Δεδομένων

16 Δεκ 2012 (πριν από 4 χρόνια και 10 μήνες)

331 εμφανίσεις

Citrix Stage Manager Installation Guide
Version 1.1
Citrix Stage Manager Installation Guide
Version: 1.1
Copyright and Trademark Notice
Use of the product documented in this guide is subject to your prior acceptance of the End User License
Agreement. A printable copy of the End User License Agreement is included on your product installation media.
Information in this document is subject to change without notice. Companies, names, and data used in
examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express
written permission of Citrix Systems, Inc.
© 2009-2010 Citrix Systems, Inc. All rights reserved.
StageManager and IPZone are trademarks of VMLogix, Inc. in the United States and other countries.
Adobe, Acrobat, and Flash are trademarks or registered trademarks of Adobe Systems Incorporated in the U.S.
and/or other countries.
Microsoft, Windows, Windows Server, and Internet Explorer are either registered trademarks or trademarks of
Microsoft Corporation in the United States and/or other countries.
All other trademarks and registered trademarks are the property of their respective owners.
Trademark Acknowledgements
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.
Contents
Citrix Systems, Inc.3
Contents
1 Intended Audience 4
2 Introducing Stage Manager 5
Components of Stage Manager 6
Installation Process 7
Best Practices 7
3 System Requirements 8
Stage Manager Server 9
Virtual Machine Hosts 9
GuestTools 10
Network Requirements 10
4 Installing Stage Manager 13
Configuring Virtual Machine Hosts 14
Configuring Citrix XenServer Pools 14
Installing Stage Manager Server 15
Installing the Stage Manager Server on Windows 15
Installing and Configuring VMAgent 17
Installing VMAgent 17
Installing VMAgent on Windows 17
Uninstalling VMAgent 19
Configuring VMAgent 19
Adding Pools 20
Adding Networks 21
Using XenServer Bonded Networks in Stage Manager 22
Installing GuestTools 22
5 Upgrading to Stage Manager 1.1 26
6 Installing PostgreSQL Database 27
Installing PostgreSQL Database 27
7 Uninstalling Stage Manager Server 32
Chapter 1 Intended Audience
Citrix Systems, Inc.4
Intended Audience
1
The guide is intended for Stage Manager administrators, experienced developers, and testers of
software applications.
This document assumes that the reader is familiar with the following topics:
 Virtualization technology
 Essential concepts of networking and multi-tiered systems
 Good understanding of quality assurance and software engineering best practices and processes
 Administrative experience in Linux and Windows operating systems.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.5
Introducing Stage Manager
2
This chapter provides an introduction to the Stage Manager and gives an overview on the Stage
Manager installation process.
Stage Manager manages virtual machines on Citrix XenServer. With its ability to pool server, network
and storage resources, and move live virtual machines across physical resources with zero user
impact, Stage Manager accelerates change and release management. It simplifies the application
release process with its ability to clone a multi-tier production application in minutes rather than
rebuilding separate configurations in each release phase.
Citrix Stage Manager automates the management and deployment of multi-tier application
environments and other IT services from staging to production. It helps IT operations engineers create
customizable staging workflows for the applications and efficiently streamlines the staging process
across all phases of the release process.
Furthermore, it provides powerful IT administration and access control capabilities over the staging
process. Stage Manager improves the reliability of pre-production process by reducing the risk of
downtime, server sprawl, and configuration drifts. To understand the Stage Manager user interface,
see the Citrix Stage ManagerUser Guide.
This chapter consists of the following sections:
 Components of Stage Manager
 Installation Process
 Best Practices
Chapter 2 Introducing Stage Manager
Citrix Systems, Inc.6
Components of Stage Manager
A Stage Manager setup consists of a Stage Manager Server, one or more Virtual Machine (VM) hosts
and storage locations.
 Citrix Stage Manager Server: is the central component of the Stage Manager installation. It
controls and coordinates the hosts in the staging environment, manages VM images and other
resources, and provides a web interface to administrators and users.
 Stage Manager Virtual Machine Hosts: are VM hosts on which virtualization software is
installed and has an access to VM storage device(s). Stage Manager identifies each host by the
MAC address of its network card. VMAgent is the software which enables Stage Manager Server
to control and interact with VMs running on the Virtual Machine Hosts.
 Storage: VM images and templates used for setting up staging environments are stored here.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.7
Installation Process
The installation of Stage Manager includes the following:
 Configuring VM Hosts: VM hosts are the physical machines on which VMs run. Configuring VM
hosts, is the first step in installing Stage Manager. To know know more about configuring VM
hosts, refer Configuring Virtual Machine Hosts
.
 Installing Stage Manager Server: you can install the Stage Manager Server on Windows 2003
Server. For additional information, refer Installing Stage Manager
.
 Configuring Stage Manager VMAgent: you can configure VMAgent only after the Stage
Manager Server is installed. For additional information, refer Installing and Configuring VMAgent
.
 Adding pools to Stage Manager: after configuring the VMAgent for a XenServer pool, register
the VMAgent with Stage Manager. For additional information, refer Adding Pools
.
Best Practices
The following are some recommendations to use Citrix Stage Manager:
 Ensure that the system clock of the Stage Manager Server host is in sync with the system clocks
of the VM hosts.
 Install Stage Manager Server on a dedicated machine with the specified system requirements.
 Do not import a running or a suspended VM.
 Do not change the following after the initial setup and configuration of Stage Manager:
 the Stage Manager Server URL
 the storage names
Chapter 3 System Requirements
Citrix Systems, Inc.8
System Requirements
3
Stage Manager only supports Citrix XenServer 5.6
This chapter gives the requirement specification and general recommendations to be followed before
installing the Stage Manager Server:
 Stage Manager Server
 Virtual Machine Hosts
 GuestTools
 Network Requirements
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.9
Stage Manager Server
Following are the system requirements for Stage Manager Server:
 Operating System: Microsoft® Windows Server 2003 SP2 x86 (32 bit), Microsoft® Windows
Server 2008 x64 (64 bit)
 RAM: Recommended RAM of 4 GB (Minimum of 1 GB)
 Disk Space: Minimum of 40 GB
 Database: PostgreSQL 8.3.7
 VM Migration storage: CIFS/SMB Storage location required for migration of VMs across pools/
hosts.
Note: VM Migration Storage is used for migration of configurations across pools. This is required if
you have stages associated with different pools and you need to move your configurations across
stages. Ensure that you allocate a network share with sufficient disk space to store migration data
across pools/hosts. For more information, refer to Promoting and Demoting configuration section
of the Stage Manager User Guide.
Virtual Machine Hosts
Stage Manager only supports for the following platform and version.
Citrix XenServer
Following are the system requirements for Citrix XenServer :
 Supported Version:
 Citrix XenServer 5.6
 Storage
 NFS storage for shared storage
 NetApp
 Dell EqualLogic
 iSCSI
 Hardware HBA (Fiber Channel).
Chapter 3 System Requirements
Citrix Systems, Inc.10
GuestTools
GuestTools is certified for the following versions of Windows (32 bit and 64 bit) and Linux (32 bit and
64 bit).
Microsoft® Windows
 Windows XP (German, French, Chinese Simplified, Chinese Traditional, Japanese, HongKong,
Russian, Spanish, English)
 Windows Vista (English)
 Windows Server 2008 (English)
 Windows Server 2003 (English)
 Windows 7
Linux
 CentOS/RHEL 4.4 Server
 CentOS/RHEL 4.4 Desktop
 CentOS/RHEL 5.0 Desktop
 CentOS/RHEL 5.0 Server
 CentOS/RHEL 5.1 Desktop
 CentOS/RHEL 5.1 Server
 CentOS/RHEL 5.2 Desktop
 CentOS/RHEL 5.2 Server
Network Requirements
Ensure the following in the network:
 Allot a static IP address to the Stage Manager Server.
 VM hosts and Stage Manager controlled VMs should have a routable access to the Stage
Manager Server. For additional information on configuring network ports for routable access, refer
Firewall Settings
.
 In addition to the IP addresses for each Stage Manager Server and VM hosts, a range of IP
addresses need to be reserved for virtual machines.
For IPZone jobs, IP addresses for VMs are allocated from the reserved IP pool. The number of IP
addresses needed at any point of time depends on the number of running VMs and the
complexity of jobs deployed.
Note: The maximum number of IP addresses that can be added at a time is 1024, and there is no
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.11
limit on the number of total addresses you can use.
 A DHCP server accessible to all virtual machines running on the public network.
 VLAN trunking should be enabled on the network switch to which the XenServer hosts are
connected.
 VLAN ranges start from 500 and are multiples of 500. Ensure that VLAN IDs in the reserved range
is not used anywhere in the corporate network.
Chapter 3 System Requirements
Citrix Systems, Inc.12
Firewall Settings
Communication between the Stage Manager Server and the clients take place on the following
network ports:
 End-user workstation to Stage Manager Server User Interface
 9443 TCP (for HTTPS)
 End-user workstation to VMs
 3389 TCP (for Guest RDP connections)
 5900 TCP (for Guest VNC connections)
 End-user workstation to virtualization hosts
 5900-5999 TCP for XenServer
 VMAgent to Stage Manager Server
 36110-36112 TCP/UDP (Server Discovery ports for VMAgent)
 9443 TCP (for HTTPS)
 Stage Manager Server to LDAP/LDAPS/AD Server
 389 TCP (for LDAP)
 636 TCP (for LDAP over SSL)
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.13
Installing Stage Manager
4
This chapter explains steps associated with Stage Manager Server installation and host configuration.
This chapter consists of the following sections:
 Configuring Virtual Machine Hosts
 Installing the Stage Manager Server
 Configuring VMAgent
 Installing GuestTools
 Uninstalling Stage Manager Server
Chapter 4 Installing Stage Manager
Citrix Systems, Inc.14
Configuring Virtual Machine Hosts
VM hosts are physical machines on which the virtualization platform like XenServer is installed. These
VM hosts should be configured with VMAgent to enable communication with the Stage Manager
Server.
This section consists of the following sub-sections:
 Configuring Virtual Machine Host on Citrix XenServer
Configuring Citrix XenServer Pools
To configure the Citrix XenServer as a VM host, apply the following settings.
Citrix XenServer Configuration
To configure Citrix XenServer, ensure the following:
 Use XenCenter for managing the Citrix XenServer hosts.
 Click Network tab of the Citrix XenServer host to view all networks. Check for duplicate copies of
network (for example, Network 0) and delete them. After deleting the duplicate network entries,
confirm that existing VMs have not lost their network settings. If the network settings are missing,
add the required network to the VM.
Importing the Stage Manager Router VM through XenCenter
To import Stage Manager router VM through XenCenter, ensure the following:
1.
Import the router VM into the Citrix XenServer shared storage through XenCenter. Only one router
VM is permitted per storage.
2.
While importing the VM, clear the Start VM after the import option in the Citrix XenCenter Import
VM window.
3.
Do not power ON the router VMs. Router VMs are meant to be powered on by Stage Manager
and they are configured only by the Stage Manager.
4.
By default, there is no network attached to the base router VM. Do not add network or start the
router VM manually through the XenCenter.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.15
Installing Stage Manager Server
Stage Manager Server can be installed on Microsoft® Windows Server 2003 R2 and Microsoft®
Windows Server 2008. This section consists the following:
 Installing the Stage Manager Server on Windows
Installing the Stage Manager Server on Windows
Stage Manager needs to be configured with PostgreSQL database. Before installing Stage Manager,
install PostgreSQL database and create an empty database. For more information refer Installing
PostgreSQL Database
.
The Stage Manager Server can be installed as an application or a service. By default Stage Manager
Server is installed as a service.
To install the Stage Manager Server:
1.
Double-click the Stage Manager installation file provided by Citrix .
The Welcome screen appears.
2.
Click Next.
The End-user License Agreement screen appears.
3.
Select the I accept the terms in the License Agreement option.
4.
Click Next to continue.
The Destination Folder screen appears. The default Stage Manager installation location
appears. You may choose to install in the default directory or Change to specify a different
location.
5.
Click Next.
The Select Start Menu Folder screen appears.
6.
Click Next.
The Ready to Install screen appears.
7.
Click Install.
The installation begins.
Soon after finishing the installation the Completion screen appears. By default Stage Manager
Server is installed as a service and at the end of the installation, your Stage Manager Service
would have been installed and started.
8.
Click Finish.
Stage Manager is now installed as a service.
Alternatively, you may also silently install Stage Manager as a service with the below given
command from the Windows command prompt.
msiexec /qb /i <msi installer filename>
Chapter 4 Installing Stage Manager
Citrix Systems, Inc.16
Stage Manager initial configuration
You cannot access Stage Manager UI from other machines until initial setup is completed. Once the
Stage Manager Server application/service is running, to access Stage Manager from any other
machine, use the external IP address of the host:
https://<127.0.0.1>:<9443
>
Note: If you are using IE browser for configuration, you will need to add the above URL as a
Trusted Site in IE. To add as a trusted site, in IE window click on Tools > Internet Options >
Security > Trusted Sites > Sites. Add 127.0.0.1 as a trusted site.
Steps to configure PostgreSQL database in Stage Manager:
1.
Fill up the fields in the database configuration page.
PostgreSQL Host Name: specify the hostname or IP address(specify localhost if the database
is installed on the same machine as the Stage Manager server) of the machine on which
PostgreSQL database is installed. If you have installed PostgreSQL in the Stage Manager Server
machine, provide the hostname of the Stage Manager Server.
PostgreSQL Database Name: provide the name of the of the database created in the previous
section. For additional information, refer Installing Stage Manager Server
.
PostgreSQL User Name: specify the username of the PostgreSQL database. For example
postgres is specified as the user name.
PostgreSQL Password: specify the password.
2.
Click on the setup and wait for the setup complete alert message and the Stage Manager Server
is stopped.
3.
The Stage Manager Server is automatically stopped and you will have to start the Stage Manager
Server service from Windows Services dashboard.
4.
Refresh the Stage Manager browser UI.
You will now get a page to setup Citrix Stage Manager admin password. Once admin password
is setup, you will get a login page.
5.
Enter the password set for the admin user and click Login.
The Home page appears.
Once the Stage Manager Server application/service is running, to access Stage Manager from any
other machine, use the external IP address of the host: https://<server ip>:<9443>
Note: If you are using IE browser for configuration, you will need to add the above URL as a
Trusted Site in IE. To add as a trusted site, in IE window click on Tools > Internet Options >
Security > Trusted Sites > Sites. Add <SM-server-ip> as a trusted site.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.17
Installing and Configuring VMAgent
VMAgent is the component that controls VM Hosts. Each XenServer pool is remotely managed by a
VMAgent which communicates with the pool master.
This section consists of the following sub-sections:
 Installing VMAgent
 Uninstalling VMAgent
Installing VMAgent
This section consists of the following sub-section:
 Installing VMAgent on Windows
Installing VMAgent on Windows
Install VMAgent Windows Server 2003 R2 machine for every XenServer pool. Run the VMAgent
installer when you have logged in as an Administrator.
Note: There should be only one VMAgent instance per OS instance.
Note: If you plan to use bonded networks for your XenServer pools, ensure that you configure NIC
bonding through XenCenter before you begin installation of VMAgent.
To install VMAgent:
1.
In the Stage Manager user interface, click Installers.
The Installers page appears.
2.
Download Windows (Installer) from the VMAgent section.
3.
Double-click the SmVmAgent-Installer.msi file.
The Welcome screen appears.
4.
Click Next.
The End-user License Agreement screen appears.
5.
Select the I accept the terms in the License Agreement option.
6.
Click Next to continue.
The Destination Folder screen appears. The default VMAgent location appears. You may
choose to install in the default directory or Change to specify a different location.
7.
Click Next.
The Select Start Menu Folder screen appears. Click Next.
8.
You now have a choice to install as a service or as an application. By default VMAgent is
installed as a service. Choose your method of installation and Click Next.
Chapter 4 Installing Stage Manager
Citrix Systems, Inc.18
The Ready to Install screen appears.
9.
Click Install.
The installation begins.
Soon after finishing the installation the Completion screen appears. By default Stage Manager
Server is installed as a service and at the end of the installation, your VMAgent Service would
have been installed and started.
10.
Click Finish.
Alternatively, you may also silently install VMAgent as a service with the below given command from
the Windows command prompt.
msiexec /qb /i <msi installer filename>
The VMAgent is installed as a service.Access the VMAgent user interface from the local machine
https://127.0.0.1:36110
.
Starting VMAgent as an application
If you have installed VMAgent as an application:
1.
Click Start > Programs > Citrix > Stage Manager VMAgent > Start Citrix VMAgent (GUI
Mode) to start VMAgent.
To know more about it refer Configuring VMAgent
.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.19
Stopping VMAgent
To stop VMAgent, right-click the VMAgent icon placed in the system tray and select Stop from the
context menu.
If the VMAgent is running as a service, Stop the VMAgent service from the Windows Services
Console.
Uninstalling VMAgent
To uninstall VMAgent:
1.
To un-install the VMAgent, ensure no VM is running on the host.
2.
Click Start > Programs > Citrix > Stage Manager VMAgent >Uninstall SM-VMAgent.
Alternatively, uninstall the VMAgent from the machine on which it is installed using Add or
Remove Programs.
Configuring VMAgent
Accessing the VMAgent Console
The default port for VMAgent is 36110 and the VMAgent user interface can be accessed by using the
URL of the machine designated as the VMAgent server: https://<127.0.0.1>:36110 or https://
<localhost>:36110.
If you want to change the port, you may manually configure the VMAgent port in
<agent-install-dir>\agent_port.txt.
Note: VMAgent console cannot be accessed remotely. It can only be accessed on the machine
installed with VMAgent.
Note: You can only install one VMAgent on an OS instance.
Alternatively, right-click the VMAgent icon placed in the system tray and select the Dashboard
option from the context menu.
Steps to configure VMAgent:
1.
When you are accessing the VMAgent for the first time, you are required to set the VMAgent
login password (no user name required).
2.
Enter the password and confirm.
3.
Click Finish.
4.
Login to the VMAgent using the specified password and click Login to access the VMAgent
page.
5.
Select the Virtualization Type.
6.
If you are using XenServer, enter Pool Name, Pool Master IP Address, Pool username and Pool
password details.
Chapter 4 Installing Stage Manager
Citrix Systems, Inc.20
Important: Virtualization type is one time configuration and you can not change type once set.
7.
Wait for the VMAgent to restart.
If you are using XenServer and if you have not renamed the original XenServer switch name (
Network 0), then, VMAgent prompts for Renaming. Once you click Rename, select a NIC to
launch VLANs.
The Edit Discovery Settings page appears.
8.
UDP broadcast is disabled by default. You may enable UDP discovery for the Stage Manager
server to discover the VMAgent if UDP broadcasts are allowed on the network. You can also
provide the IP address of the Stage Manager Server in the Host Name/IP #1 field. We
recommend you to provide the IP Address and port of the Stage Manager Server.
9.
Click Save.
On configuring VMAgent Discovery settings, wait for the Stage Manager Server to discover the
VMAgent. Refer to Adding Pools
section.
Adding Pools
VM Hosts are physical machines on which the virtualization platforms are installed.
To add a new pool in Stage Manager, open the Stage Manager UI:
1.
Click Pools on the left pane.
The Pools page appears.
2.
Hover/Move the mouse over the page title.
The flyout menu appears.
3.
Click New Pool.
The New Pool page appears.
Fill up the following fields:
 Name: specify the name for the pool.
 Description: specify the description for the new pool.
 Technology Type: select Citrix XenServer technology type from the drop down list.
 PoolMaster/ Host: select the PoolMaster/Host from the drop down list. If you select XenServer
as the technology type, then select its pool master.
Note: VMAgent(s) must be configured, to view the PoolMaster/Host entries in the drop down list.
 VLAN Tag Range: specify the VLAN tag range when XenServer is selected as the technology
type. Consult the network administrator to get a VLAN range that can be dedicated to the
XenServer pool.
Note: The VLAN ranges get listed in the drop down menu. Consult your Network Administrator to
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.21
confirm that the VLAN ranges of 500 IDs for each range allotted to the XenServer pools are not
used anywhere in the corporate network. VLAN ranges for XenServer pool begin from 500. Stage
Manager limits a XenServer pool to have a maximum 500 VLAN IDs. Hence maximum number of
IPZone jobs launched in a XenServer pool is 500.
 Storage Name: specify the Storage Name. For example CRM-Storage. The specified
storage name, appears in the Pool Details page under Storage tab.
 External Location: specify network location of the storage. For XenServer, XenServer pool
name.
 Warning Threshold(%): specify the warning threshold value. When the free storage value
reaches the warning threshold value, the Stage Manager displays a warning.
 Block Threshold(%): specify the block threshold value. When the free storage reaches block
threshold value, the Stage Manager displays an error and prohibits running any jobs on the
storage.
4. Click Save.
The new pool is added to the pool's list.
Adding Networks
To add a new public network:
1.
Click Pools on the left pane.
The Pools page appears.
2.
Click on the Pool's Name.
The Pool Details page appears.
3.
Click Networks tab.
Public Networks for Pool:<Pool Name> screen appears.
4.
Move the pointer on the arrow placed next to the PoolMaster's name.
The flyout menu appears.
5.
Select New Public Network.
The Add Public Network page appears.
Following are the functional fields of Edit Public Network:<Network Name> page:
 Public Network Name: displays the network name.
 Virtual Switches: displays the name of the virtual switch. For XenServer, virtual switches are
called 'networks'.
 Mark as Default Public Network: marks the specified Public Network as the default public
network. When a configuration switch does not specify any public network for connection, the
Stage Manager uses the marked default public network.
Chapter 4 Installing Stage Manager
Citrix Systems, Inc.22
 Enable IP Pool: enables the network for IPZoning. For more information, refer Introducing
IPZones in Stage Manager User Guide.
 Assign IPs to IPZone Router from Pool: assigns the router with external IPs, else router
uses the IP assigned from public DHCP server running on public network.
 Reserved Public IP Pool: allows you to enter the reserved public IP pool details for VMs
running in IPZones. IP addresses for VMs are allocated from the reserved IP pool. The number
of IP addresses needed at any point of time depends on the number of running VMs and
complexity of the jobs. However, you will need to ensure that you make IP address
reservations that will serve the needs of your Stage Manager setup.
6.
Click Save.
Using XenServer Bonded Networks in Stage Manager
Stage Manager supports bonded networks for your XenServer hosts. It is recommended to use
XenCenter to configure NIC bonding.
Note: Bonded NICs should be created before configuring VMAgent for the XenServer Pool.
Once the respective pool is registered to Stage Manager, do the following:
 Edit the Pool and specify the bonded network name in the Pool > <select the pool> > Networks
> <Edit the network> > Virtual swtiches section of the Stage Manager UI. By default it may be
configured with Network 0, so you will need to add the name of your bonded network with the
virtual switches. To know the name of the bonded network, please check the Network section of
your pool in XenCenter. Refer to the below screenshot.
Bonded network seen in XenCenter
Installing GuestTools
GuestTools are installed on a virtual machine and it allows to perform some of the basic tasks from
the Stage Manager UI like changing hostname, IP Address settings, and so on. GuestTools can be
downloaded from the Installers section of the Stage Manager UI.
To prepare and configure virtual machine images for Stage Manager, run the GuestTools program on
every virtual machine image. This can be done after importing virtual machine images to the
StageManger user interface. Later, mount the GuestTools ISO as CD/DVD on a running virtual
machine and configure it through the Stage Manager user interface. Place the GuestTools ISO in the
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.23
ISO storage location of the XenServer Pool.
To import GuestTools ISO into Stage Manager:
1.
Click Pools on the left pane.
The Pools page appears.
2.
Click on the pool's name to which you want to import media and virtual machine images.
The Pool Details page appears. By default, the Hosts tab is selected.
3.
Select Storage tab.
Storage for Pool:<Pool Name> screen appears.
4.
Hover/Move the mouse on the drop down arrow placed next to the storage's name.
The flyout menu appears.
5.
Select Import Media.
Ensure that the GuestTools ISO gets listed.
Installing GuestTools
GuestTools ISO should reside on the ISO storage location and should have been automatically
imported into the Stage Manager server.You can install GuestTools outside Stage Manager or through
its user interface. If you are installing GuestTools outside the Stage Manager, you need to install
Xen-tools(For XenServer VMs) first and then run GuestTools ISO mounted as a CD/DVD.
To install GuestTools through Stage Manager user interface,
1.
Import machine template into the Stage Manager.
2.
Select a machine template and deploy.
3.
Wait for the template to be deployed and then View Console to see the running virtual machine
console.
4.
Wait for the
icon to be active. Click the icon and autorun the GuestTools installer.
Installing GuestTools on Windows templates
1.
The GuestTools would have got mounted as a CDROM. It will automatically run to start the
GuestTools installation procedure. If it fails to start the installation, execute the
GuestTools-<version>.msi file existing inside the CDROM.
2.
The Setup screen is displayed. Click Forward.
3.
The Installation Directory screen is displayed. Specify an installation directory and click forward to
continue.
4.
The Ready to Install screen is displayed. Click Forward.
5.
The installation begins. The Completion screen is displayed when the installation is complete.
Click Finish.
6.
Download newsid.exe file (this file will configure new SID in the launched VMs) from the internet
Chapter 4 Installing Stage Manager
Citrix Systems, Inc.24
and copy the file into the Windows folder existing inside the selected installation directory(the
default directory is Citrix > GuestTools > Windows).
7.
Execute the newsid.exe file and accept the license that is displayed. DO NOT continue with the
execution. Cancel the execution and poweroff the VM template. This template is now ready for
Guest customizations. It will be automatically customized whenever it is used in a job inside the
Stage Manager.
Enable Windows Auto-logon
Auto-logon allows Windows Administrator user to log on automatically upon restart and auto-start the
GuestTools. This is required if the GuestTools is installed as an application and not as service.
To enable Auto-logon follow the below:
1.
Log-in to the Windows VM as Administrator and click on Start > Run and type: control
userpasswords2 and press Enter.
2.
In the User Accounts screen uncheck the option Users should enter a user name and
password to use this computer and click OK
3.
A window prompts to enter the Administrator password, do so and click OK.
4.
Reboot the VM to ensure the Auto-logon is working.
5.
Disable Windows screensaver to avoid VM going into screensaver mode after timeout which will
affect the guest VNC connections to the VM.
6.
Disable Shutdown Event Tracker. If you plan to automate the Reboot operation for a deployed
configuration, it is recommended to disable the Shutdown Event Tracker. For additional
information see the following Microsoft® article titled Enabling or disabling Shutdown Event
Tracker - http://technet.microsoft.com/en-us/library/cc787559.aspx

7.
Disable Open File Security warning (for Windows XP) - If you plan to automate the execution of
.msi files in a Windows XP virtual machine, it is recommended to disable Zone checking (i.e. the
“Open File Security warning” dialog box) which would normally prevent .msi files from
automatically launching. For additional information see the following Microsoft® KB article:
http://support.microsoft.com/kb/889815
Optional: Enable Remote Desktop Protocol - Enable RDP if you plan to access the machine
remotely using RDP client.
8.
Shut Down the Virtual Machine – once the VM is ready to be imported to Stage Manager ensure
to turn off the machine. Do not delete, relocate or turn-on the VM when running configurations in
Stage Manager which link to this VM.
Installing GuestTools on Linux templates:
1.
The GuestTools ISO should be mounted as a CDROM. Further, To start the installation
procedure, execute the Stage ManagerGuestTools-<version>.bin file existing inside the mounted
location of the ISO as root (one can use sudo or login as root to run the installer).
2.
If you have copied the GuestTools installer to a local folder, browse to the folder using a command
line window and type
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.25
chmod +x StageManagerGuestTools<version>.bin
./StageManagerGuestTools<version>.bin
3.
The Setup screen is displayed. Click Forward.
4.
The Installation Directory screen is displayed. Specify an installation directory and click Forward
to continue.
5.
The Ready to Install screen is displayed. Click Forward.
6.
The installation begins. The Completion screen is displayed when the installation is complete.
Click Finish.
7.
Disable SELinux in this template. This can be done by either accessing /etc/selinux/config file or
from the UI.
8.
Enable Autologin for the user if you want to install GuestTools.
9.
Disable the screensaver for the user.
10.
Poweroff this template. This template is now ready for Guest Customizations. It will be
automatically customized whenever it is used in a job inside the Stage Manager.
Chapter 5 Upgrading to Stage Manager 1.1
Citrix Systems, Inc.26
Upgrading to Stage Manager 1.1
5
Follow the below given upgrade instructions correctly and ensure that you backup the current setup.
GuestTools needs to be reinstalled after an upgrade of Stage Manager Server.
1.
Undeploy all Active jobs. Upgrade will fail if there any jobs running.
2.
Stop the Stage Manager Server and take a backup of the installation directory.
3.
Backup of the PostgreSQL database thorough pgAdmin III tool.
Note: Ensure that you do not stop the Stage Manager Database(PostgreSQL Server)
4.
Ensure that a backup (this could be an image/snapshot or copy) of the Stage Manager Server VM
or machine is created.
5.
Citrix Stage Manager 1.1 will only operate against XenServer 5.6 based pools. Proceed further
only after you have upgraded all your XenServer hosts & pools to the XenServer 5.6 release. You
need to ensure you have applied the appropriate Citrix Essentials for XenServer Platinum license
to each pool that will be connected to Stage Manager server.
6.
Import the Stage Manager 1.1 Virtual IPZones router into the storage for each pool that is
managed by Stage Manager. For more information, refer to Configuring Citrix XenServer Pools
.
7.
After stopping the Stage Manager Server, install Stage Manager 1.1 in the exact same location of
the previous installation. For more information, refer to Installing Stage Manager

8.
Start Stage Manager 1.1 service or application.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.27
Installing PostgreSQL Database
6
This chapter explains the steps to install PostgreSQL database.
This chapter consists of the following sections:
 Installing PostreSQL Database
 Uninstalling the Stage Manager Server
Installing PostgreSQL Database
The process to install PostgreSQL Database Server 8.3.7 with Citrix Stage Manager is divided into
the following tasks:
Note: For highest security, we recommend you to install PostgreSQL Server on the same
machine on which the Stage Manager Server is installed and configure your database settings to
bind only to localhost (127.0.0.1) rather than its public IP address.
 Installing PostgreSQL Database Server 8.3.7 for Windows
 Creating the Citrix Stage Manager database through pgAdmin III

 Configuring PostgreSQL to Allow Remote Connections
Installing PostgreSQL Database Server 8.3.x for Windows
To install PostgreSQL database server:
1.
Download PostgreSQL from the PostgreSQL Website: http://www.postgresql.org/
.
2.
Unzip the downloaded file.
3.
Double-click the postgresql-8.3.7-1-windows.exe file.
Follow the Installation wizard. You are led to the default installation(C:\Program Files\PostgreSQL
\8.3) and data directoryC:\Program Files\PostgreSQL\8.3\data). Click Browse to specify any
Chapter 6 Installing PostgreSQL Database
Citrix Systems, Inc.28
other location.
4.
You will now be prompted to provide the password for super user/service account postgres. If the
user postgres doesn't exist in your system, it will create this user with the password you
provided.
5.
You now have to select the port and locale. If you do not have any preferences leave the port as
default 5432 and the locale as English, United States.
6.
PostgreSQL installation is now ready to begin. Begin the installation.
7.
Click Finish once installation completes.
PostgreSQL database is installed.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.29
Creating the Citrix Stage Manager database through pgAdmin III
To create a new database in PostgreSQL database:
1.
On the pgAdmin III window, right-click PostgreSQL Database Server 8.3 (localhost:5432) and
select Connect.
2.
Click + placed Databases (1), right-click Databases, and select New Database.
The New Database window appears .
Providing Name to New Database
3.
Enter database name in the Name field.
4.
Select UTF8 from the Encoding drop-down list.
5.
Click OK.
The database is created.
Chapter 6 Installing PostgreSQL Database
Citrix Systems, Inc.30
Configuring PostgreSQL
The default PostgreSQL configuration should be changed for better performance and security of the
PostgreSQL server. You should configure it for more memory and allow only the Stage Manager
Server IP Address to connect. Edit the configuration files postgresql.conf and pg_hba.conf files. These
files are by default located in the following directory:
Windows directory path: C:\Program Files\PostgreSQL\8.3\data
To configure memory and connection settings:
1.
Locate the Resource Usage section in the postgresql.conf file.
2.
Set shared_buffer to 1024 MB.
3.
Remove the # in front of work_mem variable and set its value to 32 MB.
4.
Save the changes.
5.
If PostgreSQL Server is installed on a different machine, add the IP address of the Stage Manager
Servers under the IPv4 Local Connections section In the pg_hba.conf file.
# IPv4 local connections:
host all all 127.0.0.1/32 md5
host all all <Stage Manager-ipaddress>/32 md5
6. Save the changes.
7. Restart PostgreSQL through the Windows services dashboard. On the machine on which
PostgreSQL Server is installed, click Start > Control Panel > Administrative Tools > Services.
Restart PostgreSQL Database Server 8.3 service.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.31
Chapter 7 Uninstalling Stage Manager Server
Citrix Systems, Inc.32
Uninstalling Stage Manager Server
7
This chapter describes the steps for uninstalling the Stage Manager Server.
Click Start > Programs > Citrix > Citrix Stage Manager > Uninstall Stage Manager Server.
The Stage Manager Server is uninstalled.
You may also uninstall from the machine on which it is installed using Add or Remove Programs.
Citrix Stage Manager Installation Guide
Citrix Systems, Inc.33
This page is intentionally left blank.
5/28/2010, 2:54 PM