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1 Citrix Password Manager Quick Deployment Guide Install and Use Password Manager on Presentation Server in Under Two Hours Citrix Systems, Inc.

2 Notice The information in this publication is subject to change without notice. THIS PUBLICATION IS PROVIDED AS IS WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON- INFRINGEMENT. CITRIX SYSTEMS, INC. ( CITRIX ), SHALL NOT BE LIABLE FOR TECHNICAL OR EDITORIAL ERRORS OR OMISSIONS CONTAINED HEREIN, NOR FOR DIRECT, INCIDENTAL, CONSEQUENTIAL OR ANY OTHER DAMAGES RESULTING FROM THE FURNISHING, PERFORMANCE, OR USE OF THIS PUBLICATION, EVEN IF CITRIX HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ADVANCE. This publication contains information protected by copyright. Except for internal distribution, no part of this publication may be photocopied or reproduced in any form without prior written consent from Citrix. The exclusive warranty for Citrix products, if any, is stated in the product documentation accompanying such products. Citrix does not warrant products other than its own. Product names mentioned herein may be trademarks and/or registered trademarks of their respective companies. Copyright 2006 Citrix Systems, Inc., 851 West Cypress Creek Road, Ft. Lauderdale, Florida U.S.A. All rights reserved. Version History Citrix Consulting Version 1.0 Final 08/23/06 Citrix Password Manager Quick Deployment Guide i

3 Table of Contents DOCUMENT OVERVIEW... 1 OBJECTIVE... 1 TERMINOLOGY GUIDE... 1 QUICK DEPLOYMENT SUMMARY... 2 GETTING STARTED... 2 KEY DECISION MATRIX... 2 CITRIX PASSWORD MANAGER DEPLOYMENT PROCESS CONFIGURE CITRIX ACCESS SUITE LICENSE SERVER 10 MINUTES CONFIGURE CENTRAL STORE 10 MINUTES INSTALL CITRIX ACCESS SUITE CONSOLE 10 MINUTES CONFIGURE APPLICATIONS FOR SINGLE SIGN-ON 30 MINUTES CONFIGURE APPLICATIONS FOR AUTOMATED PASSWORD CHANGE 15 MINUTES ASSIGN CITRIX PASSWORD MANAGER TO USERS/GROUPS 15 MINUTES INSTALL AND TEST CITRIX PASSWORD MANAGER AGENT 20 MINUTES DEPLOY AGENT TO ALL TARGET COMPUTERS RUNNING CITRIX PRESENTATION SERVER 10 MINUTES APPENDIX APPENDIX A ADDITIONAL RESOURCES APPENDIX B OBTAINING SUPPORT APPENDIX C INSTALLING THE CITRIX ACCESS SUITE LICENSE SERVER APPENDIX D CREATING A NTFS FILE SHARE CENTRAL STORE IN A SPECIFIC LOCATION APPENDIX E INTEGRATING THE CITRIX PASSWORD MANAGER AND CITRIX PRESENTATION SERVER ACCESS SUITE CONSOLES APPENDIX F UTILIZING PRE-BUILT TEMPLATES FOR CONFIGURING APPLICATION SINGLE SIGN-ON APPENDIX G INSTALLING THE CITRIX PASSWORD MANAGER SERVICE AND CONFIGURING QUESTION-BASED AUTHENTICATION Citrix Password Manager Quick Deployment Guide ii

4 Document Overview Objective The purpose of this document is to provide step-by-step instructions on installing and configuring Citrix Password Manager within a Citrix Presentation Server environment. Administrators will be provided simple choices to identify the most efficient and streamlined deployment. For most decisions, a Citrix recommendation will be provided. This includes decisions on component installation and configuration, applications to enable for single sign-on, password change management, security settings, and which end users to provide single sign-on capabilities. By using this document, the administrator will be able to: Quickly implement a basic Citrix Password Manager deployment for use within a Citrix Presentation Server environment Enable single sign-on and automated password change for three to five key Windows and Web applications used within Citrix Presentation Server Provide a Phase I rollout of Citrix Password Manager to 10 to 20 individuals within your organization. This deployment can be expanded to more users, more applications, and more features in future phases as the base Citrix Password Manager infrastructure will already be in place Terminology Guide The following terminology will be used throughout this document to describe the Citrix Password Manager components and features: Citrix Password Manager Agent client component that is installed on Citrix Presentation Server to provide single sign-on and automated password changes to published applications Citrix Access Suite License Server server that centrally stores all Citrix Access Suite Licenses Citrix Access Suite Console administrative console used for configuring a Citrix Access Suite product. Both Citrix Password Manager and Citrix Presentation Server provide an Access Suite Console MMC Snap- In for administering the respective products. Citrix Presentation Server Console administrative console used for configuring the Citrix Presentation Server environment Citrix Password Manager Service optional component used to implement advanced features such as Account Self Service, Password Provisioning, Automatic Key Recovery, Data Integrity, and Multiple Question Authentication. Central Store central repository for storing Citrix Password Manager configurations and user credentials. The central store allows users to roam from agent machine to agent machine and provide single sign-on to these applications without having to re-enter credentials on each machine. This document will leverage an NTFS file share as the central store. Application Definition group of settings that define how the Citrix Password Manager Agent should recognize an application logon screen and supply credentials to the appropriate fields Password Policy set of rules used by the Citrix Password Manager Agent to auto-generate a new password for an application. User Configuration set of application definitions and agent settings assigned to a particular user or group. User configurations allow an administrator to assign different sets of application definitions and settings to different groups within an organization. Citrix Password Manager Quick Deployment Guide 1

5 Quick Deployment Summary The high level steps for deploying a basic implementation of Citrix Password Manager are as follows. The time estimate for each step is also listed to help you with planning your deployment. Configure Citrix Access Suite License Server 10 minutes Configure Central Store 10 minutes Install Citrix Access Suite Console 10 minutes Configure Applications for Single Sign-On 30 minutes Configure Applications for Automated Password Change 15 minutes Assign Citrix Password Manager to Users/Groups 15 minutes Install and Test Citrix Password Manager Agent 20 minutes Deploy Agent to all Target Computers Running Citrix Presentation Server 10 minutes Getting Started Before beginning this deployment guide, ensure that you have the following: Citrix Password Manager 4.1 CD-ROM Citrix Password Manager 4.1 software license key Download Citrix Password Manager 4.1 Service Pack 1 from the Citrix website (http://support.citrix.com/article/ctx109000). Key Decision Matrix The following matrix will be used as a basic blueprint or design for the Password Manager deployment. Fields will be filled in as you progress through this guide. Upon completion, save this matrix as a reference for your Citrix Password Manager deployment (samples in italics) Decision Point Decision Justification Citrix Password Manager Components Installation Citrix Access Suite License Server Existing license server for the Citrix Presentation Server farm License Server Name Central Store Central Store server name and UNC path Using the license server to host the file share central store provides a centralized location that is accessible by all computers running Citrix Presentation Server where the Agent is installed. The hard drives have adequate spaced and are mirrored for redundancy. Citrix Access Suite Console Server name(s) where Access Suite Console is installed. The Citrix Password Manager Access Suite Console plug-in was installed on SERVERNAME since that is where the Access Suite Console was installed for Citrix Presentation Server Administration. Server name(s) where the Application Definition Tool (ADT) is installed. The Application Definition Tool was installed on SERVERNAME since that is the location where the applications are installed requiring single sign-on. Citrix Password Manager Quick Deployment Guide 2

6 Decision Point Decision Justification Citrix Password Manager Service Not Installed For the phase I deployment, service-based features will not be utilized. Agents Server names of These are the servers hosting applications enabled for single sign-on. Citrix Presentation Server computers where the agent is installed Application Configuration Applications Configured for Single Sign-On List applications to be single sign-on enabled These applications are only accessed in the Citrix Presentation Server environment and are heavily used. Applications List applications Configured for configured for Automated automated Password Change password change Password Change Management Password Policies List the password policies that will be used including which applications they will be associated with. One password policy should be created for each account authentication authority. Password Change Behavior Specify how a user will interact with the system when a password change event is encountered Security Configuration Identity Specify what option Verification will be used for Identity Verification when a user s AD password changes outside of Presentation Server User Configuration Users or Groups that will be configured for Single Sign-On List the users or Groups that will be configured for single sign-on These applications are only accessed in the Citrix Presentation Server environment and require password changes every X days. These applications require users to change their password every X days. The default option User Prompted for Action will be used as this allows users to choose whether they want to specify their own new password or let the Citrix Password Manager Agent auto-generate a new password for the application. Previous Password will be used as the key recovery mechanism for all users since this method does not require the Citrix Password Manager Service. These users requested to be in the Phase I rollout of Citrix Password Manager to evaluate the product and determine future single sign-on plans. Citrix Password Manager Quick Deployment Guide 3

7 Citrix Password Manager Deployment Process This section describes the Citrix Password Manager deployment process. 1. Configure Citrix Access Suite License Server 10 Minutes Description The Citrix Access Suite license server is a required component that centrally stores licenses for all products of the Citrix Access Suite, including: Citrix Presentation Server 3.0 and 4.0 Citrix Password Manager 4.0 and 4.1 Citrix Access Gateway Advanced Edition 4.0 and 4.2 The Citrix Password Manager Agent checks out licenses from the license server upon startup and retains the license for a specified lease period. When the lease period expires, the Citrix Password Manager Agent needs to acquire a new license from the license server before functioning again. The Citrix Access Suite license server is administered using the License Management Console. The License Management Console is a web-based utility that allows new licenses to be imported, license usage to be monitored, and license administrators to be managed. Key Decisions and Citrix Recommendations The key decisions and recommendations for the Citrix Access Suite license server component are listed below. License Server Key Decisions and Recommendations Key Decisions License Server Version Number Citrix Password Manager needs to integrate with a Citrix Access Suite license server at the 4.0 level. If you currently have a MetaFrame XP server farm, a license server must be installed from the autorun menu on the Citrix Password Manager product CD. If you currently have a Citrix Presentation Server 3.0 server farm, the current license server must be upgraded to the 4.0 level from the autorun menu on the Citrix Password Manager product CD. If you currently have a Citrix Presentation Server 4.0 server farm, the license server is already at the correct version. Citrix Recommendations License Server Placement If you currently have a MetaFrame XP server farm, install the Citrix Access Suite license server on any IIS Web Server within your organization. If you currently have a Citrix Presentation Server 3.0 server farm, upgrade this license server to the 4.0 release using the Citrix Password Manager 4.1 media. If you currently have a Citrix Presentation Server 4.0 server farm, no license server installation or upgrade needs to be performed. The license file for Citrix Password Manager needs to be uploaded into the license server. Citrix Password Manager Quick Deployment Guide 4

8 Step-by-Step Guide If you do not have a Citrix Access Suite license server in your environment or you would like to use a separate Citrix Access Suite license server for the Citrix Password Manager deployment, the Appendix C contains instructions on how to install the Citrix Access Suite license server. Citrix Password Manager requires at least the 4.0 version of the Citrix Access Suite license server, so perform the necessary installation or upgrade as needed. The Citrix Password Manager 4.1 media contains a license key to allow you to use the product. Using the MyCitrix website (http://www.mycitrix.com), the license key needs to be imported and a license file for your license server needs to be downloaded. Once the license file is retrieved, it needs to be imported into the license server. The steps for retrieving and installing the license file within the license server are listed in the table below. License File Installation Screen Shot Description 1 Open a browser and navigate to Log into MyCitrix using your account. 2 Within the MyCitrix website, import the Citrix Password Manager license key from the CD-ROM to generate a license file for the Citrix Access Suite license server. Download the license file and save this to an accessible place on the server hosting your Citrix Access Suite license server. Citrix Password Manager Quick Deployment Guide 5

9 License File Installation 3 On the server hosting the Citrix Access Suite license server, open the License Management Console by navigating to Start Programs Citrix Management Consoles License Management Console. Click Configure License Server on this page. 4 On the Configuration tab, click Copy license file to this license server. 5 Browse to the license file downloaded from the MyCitrix website and click Upload. Citrix Password Manager Quick Deployment Guide 6

10 License File Installation 6 Once the license file is uploaded, the Current Usage tab displays your new Citrix Password Manager license. 2. Configure Central Store 10 Minutes Description The central store is a central repository for Citrix Password Manager configurations and user credentials. All Citrix Password Manager Agents connect to the central store upon startup to retrieve configurations and stored credentials for the user. By using a central store, users can connect to different agent machines and have their Citrix Password Manager settings and user credentials follow them. Each Citrix Password Manager Agent computer also hosts a local store that represents a local copy of the configurations and logon information (the local store is unique to each user and resides within their user profile). When the Citrix Password Manager Agent is loaded, the agent attempts to synchronize the local store on the agent computer with the central store by comparing date/time stamps with the data in both locations. The agent pulls new configurations and credentials down, and pushes user credentials up to the central store. This allows a user to roam from agent to agent and still retain their credentials and configurations no matter which location they are accessing applications from. Citrix Password Manager supports three different types of central stores: Active Directory, Windows NTFS File Share, and Novell NetWare File Share. For basic or entry level deployments, the Windows NTFS file share central store is recommended and configuration steps will be detailed below. For configuring an Active Directory central store or Novell NetWare file share central store, please refer to the Admin Guide on the Citrix Password Manager product CD. The Windows NTFS file share central store and Active Directory central store support all product features, however, the Novell NetWare file share central store does not support the advanced features provided by the Citrix Password Manager Service. All central store types are equally scalable and secure. Key Decisions and Citrix Recommendations The key decisions and recommendations for the central store component are listed below. Central Store Key Decisions and Recommendations Key Decisions and Notes Central Store Type Both the Windows NTFS file share and Active Directory central store types allow unique configurations to be applied to different users. The Active Directory central store requires a schema extension to be performed and has built in replication among the domain controllers. The NTFS file share store is simpler to set up and maintain and is a viable solution in many organizations. Citrix Password Manager Quick Deployment Guide 7

11 Central Store Key Decisions and Recommendations Central Store Location The central store must be reachable by all Citrix Password Manager Agents. If a NTFS file share central store is utilized, this file share must be accessible by all computers running Citrix Presentation Server no matter their location. The key factors that influence a decision on where to place a NTFS file share central store are as follows: Network proximity/latency from the Citrix Presentation Server computers to the server hosting the central store Hard drive space and redundancy Server back up frequency Central Store Capacity The amount of disk space required for supporting a central store can be Requirements estimated as follows: Disk Space Required = (#users) * (5Kb + (#apps * 0.6Kb)) Citrix Recommendations Central Store Type Central Store Location Example: 1000 users with 5 single sign-on applications each would be calculated as follows: Disk Space = (1000) * (5Kb + (5 *.6)) = 8000Kb = 8MB of storage space Citrix recommends utilizing an NTFS file share central store for ease of configuration and administration. Citrix recommends placing the NTFS file share central store on the Citrix Access Suite license server machine, or a file server accessible by all computers running Citrix Presentation Server (such as the file server hosting user profiles or the home directory). Step-by-Step Guide The steps for creating an NTFS file share central store are listed in the table below. These steps place the file share central store within the default location on the server (C:\CITRIXSYNC) with the default share name (CITRIXSYNC$). The UNC path to this file share is \\<SERVER_NAME>\CITRIXSYNC$. If you would like to place the NTFS file share store in another location on the server, please see Appendix D for these instructions. NTFS File Share Central Store Configuration Screen Shot Description 1 Insert the Citrix Password Manager CD-ROM. Within the AutoRun wizard, select Prerequisite Create your Central Store. Citrix Password Manager Quick Deployment Guide 8

12 NTFS File Share Central Store Configuration 2 Select NTFS network share. 3 Click Yes on the dialog to create the file share. 4 The file share has been created at C:\CITRIXSYNC. 3. Install Citrix Access Suite Console 10 Minutes Description The Access Suite Console is an administrative utility that is used to centrally manage all products of the Citrix Access Suite. Each Citrix Access Suite product provides a MMC snap-in for administrating that particular product. If the Access Suite Console for each product is installed on the same administrative server, the MMC snap-ins for each product can be combined into the same MMC interface to provide centralized administration of all Citrix products. The products that provide an Access Suite Console MMC snap-in are as follows: Citrix Password Manager Quick Deployment Guide 9

13 Citrix Presentation Server 3.0 and 4.0 Citrix Password Manager 4.0 and 4.1 Citrix Access Gateway Advanced Edition 4.0 and 4.2 The Access Suite Console for Citrix Password Manager is used to configure applications for single sign-on and automated password changes, create password policies, configure identify verification questions, and create user configurations. The Access Suite Console provides built-in wizards for configuring single sign-on to Windows, Web, and Host based applications If there are applications that need to be configured for single sign-on that are not hosted or accessible on the Access Suite Console machine, the Citrix Password Manager Application Definition Tool can be utilized to configure these applications for Citrix Password Manager. The Application Definition Tool is installed where these applications are hosted and can be used to create, delete, and modify the application definitions. Both the Access Suite Console and Application Definition Tool need access to the central store to push configurations and settings to the central store for the Citrix Password Manager Agent to pick up during the synchronization process. Key Decisions and Citrix Recommendations The key decisions and recommendations for the Citrix Access Suite Console component are listed below. Citrix Access Suite Console Key Decisions and Recommendations Key Decisions Access Suite Console Installation The Access Suite Console for Citrix Password Manager can be installed on Location any administrative server for management of single sign-on applications, password policies, and other configurations. Application Definition Tool Installation Location Citrix Recommendations Access Suite Console Installation Location Application Definition Tool Installation Location Step-by-Step Guide The Application Definition Tool is used to configure single sign-on to applications for applications that are not hosted on the same server as the Access Suite Console for Citrix Password Manager. Install the Access Suite Console for Citrix Password Manager on the server hosting the Access Suite Console for Citrix Presentation Server. After this installation has been performed, the MMC snap-ins for both Access Suite Consoles can be combined into the same MMC utility to administer all Citrix products from the same location. If a Windows application needs to be configured for single sign-on and it does not reside on the server hosting the Access Suite Console for Citrix Password Manager, install the Application Definition Tool on the Citrix Presentation Server hosting this Windows application. This tool will be used to configure single sign-on for this application and will deploy this configuration to the central store, where the Access Suite Console and Citrix Password Manager Agents can utilize this configuration. The steps for installing the Citrix Access Suite Console for Citrix Password Manager are listed in the table below. These steps should be performed on the server hosting the Access Suite Console for Citrix Presentation Server within your environment. If desired, the Access Suite Console for Citrix Password Manager can be integrated with the Access Suite Console for Citrix Presentation Server. These integration steps can be found within the Appendix E. Note: Before beginning these instructions, ensure you have downloaded Citrix Password Manager 4.1 Service Pack 1 from the Citrix website (http://support.citrix.com/article/ctx109000). Citrix Access Suite Console Installation and Setup Citrix Password Manager Quick Deployment Guide 10

14 Citrix Access Suite Console Installation and Setup Screen Shot Description 1 Insert the Citrix Password Manager CD-ROM. Within the AutoRun wizard, select Installation Menu. 2 Select Install Citrix Password Manager Console. 3 Click Next on the welcome screen. Citrix Password Manager Quick Deployment Guide 11

15 Citrix Access Suite Console Installation and Setup 4 Select I accept the license agreement and click Next. 5 Keep all default options and click Next. 6 Click Next. Citrix Password Manager Quick Deployment Guide 12

16 Citrix Access Suite Console Installation and Setup 7 Click Finish. 8 After the Access Suite Console has been installed, install the Citrix Password Manager 4.1 Service Pack 1 downloaded from the Citrix website. (http://support.citrix.com/article/ctx109000). Click Next. 9 Click Finish. Citrix Password Manager Quick Deployment Guide 13

17 Citrix Access Suite Console Installation and Setup 10 After the Access Suite Console for Citrix Password Manager is installed, navigate to Start All Programs Citrix Management Consoles Access Suite Console. 11 Configure and run discovery to connect the Password Manager console to the central store. Click Next on the welcome screen. 12 Keep the default components selected and click Next. Citrix Password Manager Quick Deployment Guide 14

18 Citrix Access Suite Console Installation and Setup 13 Select NTFS network share. Type the UNC path to the NTFS file share central store (\\servername\sharename) Click Next. 14 Click Next. 15 Click Next on the summary screen. Citrix Password Manager Quick Deployment Guide 15

19 Citrix Access Suite Console Installation and Setup 16 Click Finish once the discovery process has been completed. 4. Configure Applications for Single Sign-On 30 Minutes Description The Citrix Password Manager Agent is designed to detect, recognize, and handle password logon events. To configure the agent to perform single sign-on for an application, the administrator needs to create an application definition for these applications within the Access Suite Console. Application definitions are a series of settings specific to an application that define how the Citrix Password Manager Agent will detect the application, fill in credentials, and submit the credentials. Multiple identifier sets can be created for each application by creating separate forms within each application definition. Being able to create multiple forms is essential because programs often display one page for logging on and another for changing passwords. One application definition can contain the two forms for logon and password changes. Multiple forms can be created to also allow users to access new versions of the product without needing their credentials. The Access Suite Console includes application definition templates for Citrix application such as Web Interface. Additional templates can be downloaded from and imported into the Console. New application definitions can be created for applications that do not have a preconfigured application definition template. Key Decisions and Citrix Recommendations The key decisions and recommendations for the single sign-on configuration of applications are listed below. Single Sign-On Key Decisions and Recommendations Key Decisions Single Sign-On Applications For a basic or Phase 1 rollout, it is suggested that a limited set of Windows and Web applications be selected for single sign-on enablement with the following criteria: Citrix Recommendations Applications that are only accessed via Citrix Presentation Server Applications that are frequently used Applications that have a pre-defined template on Citrix Password Manager Quick Deployment Guide 16

20 Single Sign-On Key Decisions and Recommendations Single Sign-On Applications Citrix recommends that you select 3 5 applications for the Phase I deployment made of up Windows and/or Web applications. These applications should already be hosted on Citrix Presentation Server. Try to leverage the pre-built templates on whenever possible to simplify the deployment. Step-by-Step Guide The steps in the table below describe how to create an application definition for a sample Windows application. This Windows application, called LogonTester.exe, is located on the Citrix Password Manager CD-ROM within the Tools directory. These steps can be used as a guide for creating new application definitions for Windows applications within your environment. Note: Before creating new application definitions, it is recommended to check for a pre-defined template on as this can simplify and speed-up the deployment process. Appendix F contains information on how to download and leverage the templates from this website. Windows Application Logon Form Configuration Screen Shot Description 1 For the purposes of this walkthrough, the LogonTester.exe application located on the Citrix Password Manager CD-ROM will be configured for single sign-on. The LogonTester.exe application and the accompanying Resources folder from the CD-ROM (located within the Tools directory) need to be copied to the server hosting the Citrix Access Suite Console. 2 In this walkthrough, the LogonTester.exe application and the Resources folder were copied to the C:\Citrix directory of the server hosting the Citrix Access Suite Console. 3 In order to configure a Windows application for single sign-on, the Windows application needs to be launched prior to configuring the logon form within the Access Suite Console. Launch the LogonTester.exe application located within the C:\Citrix folder. This application has three logon fields (username, password, and third). Be sure the logon dialog remains open before proceeding. Citrix Password Manager Quick Deployment Guide 17

21 Windows Application Logon Form Configuration 4 Within the Access Suite Console, select the Application Definitions node and click Create application definition. 5 Select Windows for the application type and click Start Wizard. Note: If a template was available for this application and the template had been previously imported into the Application Definition Tool, you would select Create from application template and choose the desired template. See Appendix F for more information. 6 Type a name for the application definition (LogonTester in this example). Click Next. Citrix Password Manager Quick Deployment Guide 18

22 Windows Application Logon Form Configuration 7 The application definition will consist of a series of forms that the Citrix Password Manager Agent will use to recognize and supply credentials to the application. For those applications that just require single sign-on, only the logon form needs to be created. For those applications that also provide a change password dialog, a second form for the change password dialog will need to be created (see the next section for more information). Click Add Form to begin the wizard for configuring the logon form. 8 Type the name for the form (Logon in this example). Select Submit Credentials as the form type. Click the Next button. 9 Click Select. Citrix Password Manager Quick Deployment Guide 19

23 Windows Application Logon Form Configuration 10 The Select Window dialog displays a list of all open windows on the desktop. Search for the application logon dialog in the list (LogonTester.exe in this example). You will know if you have the right window selected as the application logon dialog will be highlighted in orange (see bottom screen shot) Once the correct application window is selected, click OK on the Select Window dialog. Note: If you do not see your application within this list, be sure the application is still open on the desktop. Re-launch the application, and click Refresh on this screen to locate the dialog. If your application still does not appear within this list, try clicking the Show hidden windows option and clicking Refresh. 11 After the correct application window is selected, the Window Title (Logon Tester) and Executable File Name (LogonTester.exe) will be filled in automatically. Click Next. 12 Select Control ID as the field detection method. Click Select. Note: Control ID is the preferred field detection method. If you click Select and no Control IDs are visible, then Send Keys will need to be used as the field detection method. Citrix Password Manager Quick Deployment Guide 20

24 Windows Application Logon Form Configuration 13 The Select Control dialog is used to inform Citrix Password Manager which controls on the logon dialog function as the username field, password field, etc. To determine the function of each control, select the control in the list. The selected control will be highlighted in orange within the application itself (see bottom screen shot). Once the username control is selected in the list, right-click and select Username/ID. Repeat this process for all other fields on the logon dialog (password field, third field, and OK button). 14 When all logon fields have been assigned, click the OK button on this dialog. In this example, the LogonTester application has four assigned controls (username field, password field, third field, and OK button). 15 Verify the Control IDs and assignments are listed within this dialog and click Next. Citrix Password Manager Quick Deployment Guide 21

25 Windows Application Logon Form Configuration 16 Click Next. 17 Click Finish on the summary screen to complete the configuration of the logon form. 18 The Logon form is now completed. Click Next. Citrix Password Manager Quick Deployment Guide 22

26 Windows Application Logon Form Configuration 19 If the logon dialog has a third or fourth field, labels can be assigned to tell Citrix Password Manager how it should present these labels within the agent. Click Next. 20 Click Next. 21 Select Process only the first logon for this application. Select Process only the first password change for this application. Click Next. Citrix Password Manager Quick Deployment Guide 23

27 Windows Application Logon Form Configuration 22 Click Next. 23 Click Finish to complete the configuration of the application definition. 24 The Access Suite Console now lists the application definition. The steps in the table below describe how to create an application definition for a sample Web application. This Web application is the MyCitrix website (http://www.mycitrix.com) that all customers utilize for accessing their Citrix licensing information and product downloads. These steps can be used as a guide for creating new application definitions for Web applications within your environment. Web Application Logon Form Configuration Screen Shot Description Citrix Password Manager Quick Deployment Guide 24

28 Web Application Logon Form Configuration 1 For the purposes of this walkthrough, the MyCitrix web application (http://www.mycitrix.com) will be configured for single sign-on. Within the Access Suite Console, select the Application Definitions node and click Create application definition. 2 Select Web for the application type and click Start Wizard. Note: If a template was available for this application, you would select Create from application template and choose the desired template. 3 Type a name for the application definition (MyCitrix in this example). Click Next. Citrix Password Manager Quick Deployment Guide 25

29 Web Application Logon Form Configuration 4 The application definition will consist of a series of forms that the Citrix Password Manager Agent will use to recognize and supply credentials to the application. For those applications that just require single sign-on, only the logon form needs to be created. For those applications that also provide a change password page, a second form for the change password page will need to be created (see the next section for more information). Click Add Form to begin the wizard for configuring the logon form. 5 Type the name for the form (Logon in this example). Select Submit Credentials as the form type. Click the Next button. 6 Click the Select button. Citrix Password Manager Quick Deployment Guide 26

30 Web Application Logon Form Configuration 7 The Web Form Wizard is used to inform Citrix Password Manager which fields on the logon page function as the username field, password field, etc. This wizard provides a web browser to connect to the web application to assign these fields. Within the Web Form URL section, type the URL to the logon page of the web application and click Go. In this example (http://www.mycitrix.com) was typed in. The MyCitrix website then performed an internal redirect to the URL shown here. When the logon page is displayed, the fields on the logon page are listed at the bottom of the dialog. If you select a field, the field is highlighted within the web browser at the top. Continue selecting fields until you come across the username field. Once the username field is selected in the list, right-click and select Username/ID. Repeat this process for all other fields on the logon dialog and the OK button. 8 When all logon fields have been assigned, click the OK button on this dialog. In this example, the MyCitrix web application has three assigned fields (username field, password field, and OK button). 9 Verify the URL and fields are populated within this dialog. Select Case-Insensitive URL and click Next. Citrix Password Manager Quick Deployment Guide 27

31 Web Application Logon Form Configuration 10 Click Next. 11 Click Finish to complete the configuration of the logon form. 12 Click Next. Citrix Password Manager Quick Deployment Guide 28

32 Web Application Logon Form Configuration 13 If the logon page has a third or fourth field, labels can be assigned to tell Citrix Password Manager how it should present these labels within the agent. In this example, the MyCitrix logon page did not have a third and fourth field so no information can be specified here. Click Next. 14 Select Process only the first logon for this application. Select Process only the first password change for this application. Click Next. 15 Click Next. Citrix Password Manager Quick Deployment Guide 29

33 Web Application Logon Form Configuration 16 Click Finish to complete the configuration of the application definition. 17 The Access Suite Console now lists the application definition. 5. Configure Applications for Automated Password Change 15 Minutes Description The Citrix Password Manager Agent is designed to detect, recognize, and handle password change events. To configure the agent to perform an automated password change for an application, the administrator needs to configure the change password form within the application definition and then create a password policy to use with this application definition. Password policies define password properties such as password length, character repetition, and alphanumeric requirements. Utilizing password policies allows the automation of password changes for applications. It also provides the capability to implement sophisticated security schemes including complex passwords, frequent password changes, and application specific passwords not visible to the users. Password policies are assigned to application definitions during the creation of user configurations within the Access Suite Console. Password Policies are mapped to an application group. Password Change behavior is a part of the policy that dictates whether a user manually supplies new passwords during a change password event or if the Citrix Password Manager Agent will automatically generate and submit a new password on behalf of the end user. Citrix Password Manager Quick Deployment Guide 30

34 Key Decisions and Citrix Recommendations The key decisions and recommendations for the configuration of automated password changes are listed below. Automated Password Change Key Decisions and Recommendations Key Decisions Password Change Applications Determine if any applications configured for single sign-on also require a password change and/or password expiration If yes, the password change forms must be configured within the Application Definitions If no, then this section can be bypassed. Go to the next section. Password Policy Complexity If Citrix Password Manager is configured to automate password changes for applications, make sure the password policies are at least as strict as those set within the application itself to prevent new passwords from being rejected by the application Password Change Wizard Behavior Citrix Recommendations Password Change Applications Password Policy Complexity Password Change Wizard Behavior Step-by-Step Guide If the Citrix Password Manager Agent is configured to interact with application password changes, decisions need to be made about how the user interacts with the system during a password change event. The Administrator can specify several options for how the Password Change Wizard is utilized, such as allowing a user to specify a new password or having the agent auto-generate a new password according to the password policy rules. If the single sign-on enabled applications are accessed inside and outside of Citrix Presentation Server it is highly recommended that the user manually perform the password change so they know the password outside of the Citrix Presentation Server environment. If the single sign-on enabled applications are only accessed inside of the Citrix Presentation Server environment, then automated password generation can be used for maximum usability and security Review the targeted applications for the Phase I rollout and determine if any of these applications also require a password change. If an application with a password change is part of the Phase I scope, continue with this section. Consult with the application owners to determine the password complexity rules on the application(s) in question. If the application requires a password of a certain length, character set, complexity, etc., duplicate these rules within the password policy configured within the Access Suite Console. Leverage the default Change Password Wizard behavior Allow user to choose. This provides the flexibility of giving the user a choice of specifying their own new password for the application or having the Citrix Password Manager Agent to perform an automated password change. The steps in the table below describe how to configure a change password form for a sample Windows application. This Windows application, called LogonTester.exe, is located on the Citrix Password Manager media within the Tools directory. In the previous section, the logon form for the LogonTester application was configured. These steps can be used as a guide for configuring change password forms for other applications within your environment. Note: These steps only need to be performed if the applications that you configured for single sign-on also provide password change capabilities and that you desire the Citrix Password Manager Agent to provide automated password changes to these applications. If this functionality is not needed or desired at this time, this section can be bypassed. Citrix Password Manager Quick Deployment Guide 31

35 Windows Application Change Password Form Configuration Screen Shot Description 1 For the purposes of this walkthrough, the LogonTester.exe application will be configured for automated password change. In the previous section, the LogonTester.exe application was copied from the Citrix Password Manager CD-ROM to the C:\Citrix directory of the server hosting the Citrix Access Suite Console. To configure this application for automated password change, the LogonTester.exe application needs to be launched prior to configuring the password change form within the Access Suite Console. Launch the LogonTester.exe application and navigate to the Change Password dialog. Be sure the Change Password dialog is visible before proceeding. 2 Within the Access Suite Console, select the application definition and click Edit the application definition. 3 Select Application Forms in the left pane. Click Add Form to begin the wizard for configuring the password change form. Citrix Password Manager Quick Deployment Guide 32

36 Windows Application Change Password Form Configuration 4 Type the name for the form (ChangePassword in this example). Select Change Credentials as the form type. Click Next. 5 Click Select. 6 The Select Window dialog displays a list of all open windows on the desktop. Search for the application change password dialog in the list (LogonTester.exe in this example with a Window Title of Dialog ). You will know if you have the right window selected as the application change password dialog will be highlighted in orange (see bottom screen shot). Once the correct application window is selected, click OK on the Select Window dialog. Note: If you do not see your application within this list, be sure the application is still open on the desktop. Re-launch the application, and click Refresh on this screen to locate the dialog. If your application still does not appear within this list, try clicking the Show hidden windows option and clicking Refresh. Citrix Password Manager Quick Deployment Guide 33

37 Windows Application Change Password Form Configuration 7 After the correct application window is selected, the Window Title (Dialog) and Executable File Name (LogonTester.exe) will be filled in automatically. Click Next. 8 Select Control ID as the field detection method and click Select. Note: Control ID is the preferred field detection method. If you click Select and no Control IDs are displayed within this dialog, the Send Keys field detection option must be chosen. 9 The Select Control dialog is used to inform Citrix Password Manager which controls on the change password dialog function as the old password field, new password field, etc. To determine the function of each control, select the control in the list. The selected control will be highlighted in orange within the application itself (see bottom screen shot). Once the old password control is selected in the list, right-click and select Old Password. Repeat this process for all other fields on the change password dialog (new password field, confirm new password field, and OK button). Citrix Password Manager Quick Deployment Guide 34

38 Windows Application Change Password Form Configuration 10 When all change password fields have been assigned, click the OK button on this dialog. In this example, the LogonTester application has four assigned controls (old password field, new password field, confirm new password field, and OK button). 11 Verify the Control IDs and assignments are listed within this dialog and click Next. 12 Click Next. Citrix Password Manager Quick Deployment Guide 35

39 Windows Application Change Password Form Configuration 13 Click Finish on the summary screen to complete the configuration of the change password form. 14 Click OK to close the application definition. Once the change password form has been configured within the application definition, a password policy needs to be created to use with the change password form. The steps in the table below describe how to configure a password policy for an application. Consult with the application owner to determine the password complexity rules for the application, such as minimum/maximum password length, numeric character requirements, special character requirements, etc. These same rules will need to be applied within the password policy within the Access Suite Console. Password Policy Configuration Screen Shot Description Citrix Password Manager Quick Deployment Guide 36

40 Password Policy Configuration 1 For the purposes of this walkthrough, a sample password policy will be created for the LogonTester.exe windows application located on the Citrix Password Manager CD-ROM. For this password policy, we will specify the minimum and maximum password length to be 8 characters, exactly 1 number needs to be contained within the password, and no special characters will be contained within the password. To begin, select the Password Policies node within the Access Suite Console and select Create new password policy 2 Type a name for the password policy (LogonTester Password Policy in this example). Click Next. 3 Within the Basic Password Rules screen, set the following: Minimum password length = 8 Maximum password length = 8 Click Next. Citrix Password Manager Quick Deployment Guide 37

41 Password Policy Configuration 4 Click Next. 5 Within the Numeric Character Rules screen, set the following: Enable Allow numeric characters Minimum number of numeric characters required = 1 Maximum number of numeric characters required = 1 Click Next. 6 Within the Special Character Rules screen, set the following: Disable Allow special characters in password Click Next. Citrix Password Manager Quick Deployment Guide 38

42 Password Policy Configuration 7 Click Next. 8 Click Next. 9 Click Next. Citrix Password Manager Quick Deployment Guide 39

43 Password Policy Configuration 10 Within the Logon Preferences screen, set the following: Enable Allow users to reveal password for application Click Next. 11 The Define Password Wizard screen is used to define the behavior of the Change Password Wizard. This wizard is used by the Citrix Password Manager Agent to auto-generate new passwords for applications upon a password change event. This wizard is displayed when the Citrix Password Manager Agent encounters a change password dialog within the application (the application definition for this application needs to have the change password form configured in order for the agent to recognize the change password dialog). Keep the default setting of User Prompted for action. This setting configures the Change Password Wizard to give the user a choice for whether they want to manually set their own new password for the application or let the Citrix Password Manager Agent auto-generate a new password for the application according to the password policy. Click Next. 12 Click Finish on the summary screen. Citrix Password Manager Quick Deployment Guide 40

44 Password Policy Configuration 13 The new password policy is listed within the Access Suite Console. 6. Assign Citrix Password Manager to Users/Groups 15 Minutes Description A user configuration is a set of application definitions and agent settings assigned to a particular user or group. User configurations allow an administrator to assign different sets of application definitions and settings to different groups within an organization. For example, an HR user configuration can be created for Human Resource users that contain HR application definitions and special agent settings for the HR group. An IT user configuration can be created for IT users that contain IT application definitions and special agent settings for the IT group. User configurations are assigned to users and groups based on the location it is placed within the central store. User configurations can be stored at the root of the central store, at the container level, and at the user level. Placing a user configuration at the root level provides a default set of application definitions and agent settings to apply to users. Placing a user configuration at the container level allows the user configuration to apply to all users within the container. Placing a user configuration at the user level allows a particular user to receive special application definitions and agent settings that only apply to the user account. Further restrictions can be applied via a Citrix Presentation Server 3.0/4.0 policy to control which Active Directory users or groups are single sign-on enabled. When a user logs onto the agent, the agent attempts to first locate a user configuration at the user level. If a user configuration is not found within the user level, the parent container is checked for a user configuration. This process proceeds up to the root container until a user configuration is found. The first user configuration found is synchronized with the agent. Each user configuration consists of one or more application groups. An application group is a set of application definitions that utilize the same password policy. An application group can be set up as a password sharing group if all applications within the group utilize the same password for authentication. Password sharing groups can automate and simplify the password change process. If an application is in a password sharing group and a password change occurs, the change propagates to all the other applications within the password sharing group. All application definitions within an application group have the same password policy assigned to them. If two application definitions need to be included within a user configuration and both application definitions need to have a unique password policy, then two application groups need to be created within the user configuration. Two special password policies, Default and Domain, can be assigned to an application group in certain circumstances. If the application definitions within the application group do not have a password change screen, the Default password policy can be assigned to the application group. If all application definitions within the application group share the same credential as the windows logon, then the Domain password policy can be assigned to the application group. Each user configuration also consists of series of agent settings that define the behavior and functionality of the agent. Agent settings include synchronization settings, Logon Manager functionality, support for password revealing, support for host emulators, etc. Including agent settings within the user configuration allows different Citrix Password Manager Quick Deployment Guide 41

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