Monitoring Server Performance with Citrix Presentation Server For other guides in this document set, go to the Document Center.

Transcription

1 Monitoring Server Performance with Citrix Presentation Server For other guides in this document set, go to the Document Center. Citrix Presentation Server 4.5 Citrix Access Suite

2 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 CD-ROM. 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 Citrix Systems, Inc. All rights reserved. Citrix, ICA (Independent Computing Architecture), Program Neighborhood, Presentation Server, and Citrix Access Suite are registered trademarks, and SpeedScreen are trademarks of Citrix Systems, Inc. in the United States and other countries. RSA Encryption RSA Security Inc., All Rights Reserved. Clients for Windows: Portions of this software are based on code owned and copyrighted by O'Reilly Media, Inc (CJKV Information Processing, by Ken Lunde. ISBN: ) All rights reserved. Licensing: Portions of this documentation that relate to Globetrotter, Macrovision, and FLEXlm are copyright 2005 Macrovision Corporation. All rights reserved. OpenSSL includes cryptographic software written by Eric Young (eay@cryptsoft.com). This product includes software written by Tim Hudson (tjh@cryptsoft.com). Trademark Acknowledgements Adobe, Acrobat, and PostScript are trademarks or registered trademarks of Adobe Systems Incorporated in the U.S. and/or other countries. This product includes software developed by The Apache Software Foundation ( Apple, Mac, Macintosh, and Mac OS are registered trademarks or trademarks of Apple Computer Inc. DB2, Tivoli, and NetView are registered trademarks, and PowerPC is a trademark of International Business Machines Corp. in the U.S. and other countries. HP OpenView is a trademark of the Hewlett-Packard Company. Java, Sun, and SunOS are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries. Solaris is a registered trademark of Sun Microsystems, Inc. Sun Microsystems, Inc has not tested or approved this product. Portions of this software are based in part on the work of the Independent JPEG Group. Portions of this software contain imaging code owned and copyrighted by Pegasus Imaging Corporation, Tampa, FL. All rights reserved. Macromedia and Flash are trademarks or registered trademarks of Macromedia, Inc. in the United States and/or other countries. Microsoft, MS-DOS, Windows, Windows Media, Windows Server, Windows NT, Win32, Outlook, ActiveX, Active Directory, and DirectShow are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Netscape and Netscape Navigator are registered trademarks of Netscape Communications Corp. in the U.S. and other countries. Novell Directory Services, NDS, and NetWare are registered trademarks of Novell, Inc. in the United States and other countries. Novell Client is a trademark of Novell, Inc. RealOne is a trademark of RealNetworks, Inc. SpeechMike is a trademark of Koninklijke Philips Electronics N.V. Unicenter is a registered trademark of Computer Associates International, Inc. UNIX is a registered trademark of The Open Group. Licensing: Globetrotter, Macrovision, and FLEXlm are trademarks and/or registered trademarks of Macrovision Corporation. All other trademarks and registered trademarks are the property of their respective owners. Document Code: October 25, 2006 (AO)

3 Document Center CONTENTS Contents Chapter 1 Chapter 2 Introduction Overview New in this Release About this Guide Accessing Documentation Introducing the Monitoring Tools and Concepts Monitoring Servers Monitoring Your Server Farm Identifying, Diagnosing, and Solving Problems Gauging and Justifying Future Resource Needs Planning and Scaling Your Server Farm Billing Users for Resource Usage Delegating Administration Reporting on Performance and Activity What to Read Next Installing Your Monitoring and Reporting Tools Overview Software Requirements Licensing Information Installing Resource Manager Before You Start If You Are Upgrading from a Previous Version Installing or Upgrading Resource Manager Uninstalling Resource Manager Setting up a Summary Database Setting a System Data Source Name Configuring a Database Connection Server Turning the Summary Database On Turning the Summary Database Off

4 4 Monitoring Server Performance with Citrix Presentation Server Document Center Displaying Resource Manager and its Components Displaying the Resource Manager Screen Displaying Resource Manager for the Entire Server Farm Displaying Resource Manager for a Single Server Displaying the Applications in a Server Farm Changing the Location of Resource Manager after Installation Chapter 3 Chapter 4 Chapter 5 Configuring Metrics Overview Metrics and Instances Configuring a Set of Metrics for Specific Servers Creating a Default Set of Metrics Farm Performance Metrics Configuring Application Metrics Suspending Notification of a Metric s Status Getting More Information about Metrics and Monitoring Viewing Monitoring Information Current State of All Metrics Metrics that Breach Thresholds Graphs of Metric Values Creating Custom Metrics Displays Resource Manager Logs Additional Alert Information Custom Displays Alerting Administrators to Poor Server Performance Sources of Alerts Preparing Your System for Alerts Using MAPI to Send Alerts Selecting the MAPI Connection Servers Creating an Profile for Resource Manager Enabling the Resource Manager MAPI Mail Service Configuring Resource Manager to Use MAPI Alerts Setting up SSL for SMTP Alerts Preparing Your System for SMS Alerts Configuring Resource Manager to Use SMS Preparing Your System for SNMP Alerts Running a Script when an Alert Threshold Is Breached

5 5 Monitoring Server Performance with Citrix Presentation Server Document Center Receiving Failed Import Alerts Receiving License Server Connection Failure Alerts Chapter 6 Chapter 7 Chapter 8 Recording the History of Servers and Applications Overview Resource Manager and the Summary Database What Information Should I Record in the Database? Issues to Consider when Selecting Database Information Selecting Server and Application Metrics to Record in the Database Reducing Summary Data Scheduling Summary Data Collection and Removal Ignoring Server Metrics during Periods of Low Server Activity Removing Unwanted Information from the Database Setting the Summary Database Update Time Monitoring the Status of the Summary Database Managing the Resource Manager Summary Database Estimating Summary Database Growth Reporting and Analyzing Monitoring Information Overview Report Center Reports About Report Jobs and Specifications Resource Manager Reports Creating Reports on Current Activity Creating Reports on Past Activity Displaying Reports from Servers in Different Time Zones or Locales What if a Reporting Server Is in a Different Time Zone? What if a Reporting Server Uses a Different Language? Estimating the Concurrent User Capacity of a Server Billing Users for Resource Usage Overview Creating a Fee Profile Organizing Users into Cost Centers for Billing Producing Billing Reports Cost Center Reports Domain User Reports Information Presentation in the Report

6 6 Monitoring Server Performance with Citrix Presentation Server Document Center Appendix A Default Metric Set Overview Default Set of Metrics Citrix MetaFrame Presentation Server Memory Network Interface Paging File Processor System Terminal Services Appendix B Summary Database Schema Overview Database Entity Relationship Diagram Database Entity Table Descriptions Alert History Application History Application Metrics Client History Connection History Event Log Configurable Server Metrics Processes User Information Version Control Support and Look-Up Tables SQL Data Type Mapping String length table Approximate Row Sizes for SDB Tables

7 Document Center CHAPTER 1 Introduction Overview This chapter introduces you to the monitoring, reporting and alerting tools available with Presentation Server. Topics include: How to use this guide New in this Release Where to find associated documentation An introduction to monitoring concepts, the tools, what they can do, and how you can use them The following features are new for Citrix Presentation Server 4.5: User-defined sets of server performance metrics to monitor and alert on (as described in Configuring a Set of Metrics for Specific Servers on page 31). Storage of alerts in the summary database, and reporting on this data in the form of charts and tabulated listings (reporting is dealt with in Chapter 7, Reporting and Analyzing Monitoring Information ). An upper limit on the number of alerts raised on servers (this feature is described in Metrics that Breach Thresholds on page 36. Configuration is described in the Advanced Concepts Guide.) Custom performance data tasks enabling you to monitor visually any configured performance metric in your farm using the Dashboard snap-in to the Access Management Console. Support for French, Spanish, and German accented characters for summary database and mail server user names and passwords.

8 8 Monitoring Server Performance with Citrix Presentation Server Document Center About this Guide This guide is for administrators responsible for installing, configuring, and maintaining Citrix Presentation Server. This guide is designed to introduce you to the key monitoring and reporting concepts of Citrix Presentation Server, and to get you started quickly and easily. This chapter introduces the documentation and monitoring features available in the Access Management Console and Presentation Server Console. Subsequent chapters provide an overview of how to deploy and configure these features, and provide you with a summary of the main ways you can use them in your deployment. This guide assumes knowledge of Citrix Presentation Server, the Microsoft Management Console (MMC), and the concept of its snap-ins. If you will be recording the history of server and application metrics using the summary database, you need to be familiar with Microsoft SQL Server or Oracle DBMS. For detailed information about how to carry out the procedures outlined in this guide, see the Access Management Console and Resource Manager help systems. Accessing Documentation This administrator s guide is part of the Citrix Presentation Server documentation set. The documentation set includes online guides that correspond to different features of Citrix Presentation Server. Online documentation is provided as Adobe Portable Document Format (PDF) files. Use the Document Center to access the complete set of online guides. The Document Center is a PDF file (document_center.pdf) that provides a single point of access to the documentation, and enables you to go straight to the information that you need. The Document Center includes: A list of common tasks and a link to each item of documentation. A search function that covers all the PDF guides. This is useful when you need to consult a number of different guides. Cross-references among documents. You can move among documents as often as you need using the links to other guides and the links to the Document Center. Information about terminology related to Presentation Server in the Citrix Presentation Server Glossary.

9 Document Center Chapter 1 Introduction 9 You can find the Document Center in the \Documentation folder of your product CD-ROM. Important To view, search, and print the PDF documentation, you need to have the Adobe Reader or a later version with Search. You can download Adobe Reader for free from Adobe Systems Web site at To access the guides without using the Document Center, you can navigate to the component PDF files using Microsoft Windows Explorer. If you prefer to use printed documentation, you can also print each guide from Adobe Reader. More information about Citrix documentation, and details about how to obtain further information and support, is included in Getting Started with Citrix Presentation Server. To provide feedback about the documentation, go to and click Support > Knowledge Center > Product Documentation. To access the feedback form, click the Submit Documentation Feedback link. Introducing the Monitoring Tools and Concepts You can use the management components of Presentation Server to manage resources on single or multiple computers running other instances of Citrix Presentation Server. These tools enable you to collect, display, store, and analyze data about system performance, application or process use, and user activity. These tools are: Resource Manager, configured in the Presentation Server Console, which tracks and stores information about a wide variety of system and network processes and events. These are known as metrics. If the value of a metric falls outside normal limits, Resource Manager can inform you. When installed, it automatically creates a set of default metrics and assigns limits to define the normal operation of each one. Note Resource Manager can track most Windows Performance Monitor counters as server metrics. Further information about these counters is available in the Citrix Presentation Server Administrator s Guide and the Microsoft Windows Help for Performance Monitor. Dashboard, a Citrix snap-in to the Access Management Console, which gives you displays of metric data in tabular and graph formats to help you monitor server performance and help diagnose server issues.

10 10 Monitoring Server Performance with Citrix Presentation Server Document Center Using Dashboard you can: Configure groups of metrics called monitoring profiles and assign them to servers. View real-time data such as performance data and Resource Manager metrics. View historical data such as event logs and Resource Manager server logs. View metric graphs as a function of time. Graphs update every 15 seconds. To get detailed information, you can zoom in and out of the graphs, and create a snapshot report of metric values for any time on the graph. For further information about displaying metric data, see Viewing Monitoring Information on page 35. Report Center, a Citrix snap-in to the Access Management Console, that enables you to analyze and report on various aspects of your deployment using records of system activity. You can create reports about current activities or past activities using a summary database. For example, you can compare quarterly data for server uptime, CPU utilization, or application availability with agreed figures in a service level agreement. My Knowledge, a Citrix snap-in to the Access Management Console, which makes available the Suite Monitoring and Alerting alerts and context-sensitive information about them, to help you understand their meaning and impact so that you can take appropriate actions. Information about Suite Monitoring and Alerting alerts and other alert types is in Sources of Alerts on page 44. Two types of context-sensitive information are available: Knowledge articles provided by Citrix Knowledge articles provided by your company For further information about displaying knowledge articles, see Additional Alert Information on page 40. My Knowledge also gives you additional alerts that you can choose to be raised in certain server and farm conditions. Common tasks that you might use these tools for are outlined below.

11 Document Center Chapter 1 Introduction 11 Monitoring Servers To make it easier to manage the configuration of large farms, the Access Management Console provides monitoring profiles and the default monitoring features. Both of these features enable you to define a complete monitoring configuration. If one or more servers is assigned to use a monitoring profile, it monitors all the metrics that profile defines. Any server that is not associated with a monitoring profile and is capable of monitoring itself is automatically associated with the default configuration. You can export a monitoring profile configuration to a file and then import the configuration into other farms. Note Servers running versions of Presentation Server older than 4.5 cannot be associated with a monitoring profile. However, you can still use the Presentation Server Console to configure custom performance metrics for these servers. Monitoring Your Server Farm As well as monitoring at a server level, you can track and analyze system performance, loading, and user behavior for a farm as a whole. You can view information about an entire server farm, analyze individual servers and applications, or monitor specific aspects of performance. By fine-tuning the monitoring process, you can customize the information that Presentation Server provides to suit your specific environment. Identifying, Diagnosing, and Solving Problems Resource Manager can warn you about any developing problems in your environment. If a problem does occur, you can analyze the relevant data to help you decide what action to take. Gauging and Justifying Future Resource Needs You can produce reports about system usage that help you identify requirements for future resources, such as new servers or additional licenses. Planning and Scaling Your Server Farm By monitoring a pilot system, you can gauge how the server farm will perform in different possible scenarios. This will help you to scale your network, set baselines, and spot potential problems before they affect the final installation. For example, you can evaluate whether or not a particular server can support the activity of the desired number of users.

12 12 Monitoring Server Performance with Citrix Presentation Server Document Center Billing Users for Resource Usage You can produce Billing reports that use the resource usage data from the summary database and a fee profile to calculate the charges for users of the server farm. You define fee profiles to reflect different charging rates and currencies. When Resource Manager generates a Billing report, it calculates the charges by multiplying the resources used during the report period by the associated fees. Delegating Administration You can delegate the tasks of controlling applications and analyzing system and application data to custom administrators. For more information about delegated administration, see the Citrix Presentation Server Administrator s Guide. To simplify the configuration of custom administrators, full administrators may find it easier to first create a suitable folder hierarchy and then create custom administrators with the necessary permissions. You create custom administrators using the Add Citrix Administrator wizard in the Access Management Console. For administrating monitoring you can: Delegate the control of Resource Manager applications to custom administrators. A Resource Manager application is not published by Citrix Presentation Server but is still recognized by the Resource Manager system. Details about how to set up Resource Manager applications are provided in the Resource Manager online help. Determine which custom administrators can generate current reports, summary reports, or billing reports. Determine which custom administrators can view monitoring information, configure My Knowledge, and monitoring defaults and profiles, and apply them to servers. Ensure that administrators receive alerts only for those servers for which they have responsibility. Reporting on Performance and Activity With Report Center, you can create reports easily from a variety of real-time and historical data sources using wizards that help you specify the type of report, the data to be displayed, and the schedule for running the report. You can control the details displayed in the reports that you create, view report status information, and reuse your reports at a later date.

13 Document Center Chapter 1 Introduction 13 Report Types Each report that you create in Report Center is based on a specific report type. Report types are supplied by Citrix and define the type of data that is contained in your report. When you create a report, it is based both on the type of data defined by the report type and on the selections that you make. For example, the Application Usage report type describes how often published applications are accessed. If you create an Application Usage report, it contains data about the published applications that you select, in the farm and for the time period that you specify. Report Center has several report types that should cover most of your reporting needs. Jobs Each report that you create is listed as a job. Jobs can have various states including Running, Completed, and Error. Use the Jobs display to check the status of your report, view completed reports, and rerun reports. Specifications A specification encapsulates the details that are used to run a report, including all of the items you selected and the publishing details (the output format and how the report is saved and distributed to others). This makes it easy to reuse the report later. If you plan to rerun a report with the same selections on a regular basis, creating a specification for the report saves you time when you want to rerun it because the details are stored so you don t have to specify them again. You create a specification from a report type either directly (using the Generate Specification wizard) or as part of the process of creating a report (using the Generate Report wizard, when you are given the choice of saving the report details as a specification). You run a report that is based on a specification either manually from the Specifications display or using a schedule. Schedules To run a report at a specific time or times, the report must have a specification. After you creat a specification for it, schedule the report from the Specifications display. Report Center uses Microsoft Task Scheduler to generate and run schedules.

14 14 Monitoring Server Performance with Citrix Presentation Server Document Center What to Read Next This guide provides: Installation instructions. An overview of the monitoring tasks that you carry out using the tools described in this chapter. For step-by-step instructions about how to carry out Resource Manager tasks, see the online help. Detailed information on monitoring tasks that you carry out using other tools or products. Reference information. To find Installation instructions How to configure your performance monitoring How to display performance data How to get notified when performance drops How to keep monitoring information An overview of how to generate reports from stored information An overview of how to charge users for resource usage using summary database information Details about the default metrics that are configured during installation Definitions, layout, and organization of summary database schema Refer to Chapter 2: Installing Your Monitoring and Reporting Tools Chapter 3: Configuring Metrics Chapter 4: Viewing Monitoring Information Chapter 5: Alerting Administrators to Poor Server Performance Chapter 6: Recording the History of Servers and Applications Chapter 7: Reporting and Analyzing Monitoring Information Chapter 8: Billing Users for Resource Usage Appendix A: Default Metric Set Appendix B: Summary Database Schema

15 Document Center CHAPTER 2 Installing Your Monitoring and Reporting Tools Overview Monitoring profile functionality is included automatically when you install the Access Management Console. You choose to install My Knowledge and Report Center snap-ins when you install the console. Information about installing the console is included in the Citrix Presentation Server Administrator's Guide. The rest of this chapter explains how to install Resource Manager. Topics include: Issues to consider before you start, including software requirements and licensing information Installation instructions Software Requirements How to upgrade to the latest version of Resource Manager An overview of the user interface and navigation How to set up a summary database, including setting up a system data source name (DSN) and database connection server How to turn the summary database on and off How to change the location of Resource Manager after installation You install Resource Manager when you install or upgrade your servers to Citrix Presentation Server 4.5. If you are upgrading from a previous release of Citrix Presentation Server, it is not necessary for Resource Manager to have been installed previously. For guidelines about the licensing requirements for Citrix Presentation Server or other components, see Getting Started with Citrix Licensing Guide.

16 16 Monitoring Server Performance with Citrix Presentation Server Document Center If you are going to record the history of server and application metrics using the summary database, you need one of the following Database Management Systems (DBMS) packages: Microsoft SQL Server Versions 2000 or 2005 or Oracle Database Versions 9i or 10g Licensing Information Full Resource Manager functionality requires a license for Citrix Presentation Server Enterprise Edition. Refer to Getting Started with Citrix Licensing Guide for further details. Installing Resource Manager Before You Start Before you install Resource Manager, Citrix recommends that you do the following: Ensure that the servers on which you are going to install Resource Manager meet the software requirements listed in Software Requirements on page 15. Resource Manager stores recent information about applications, servers, and users in a local database that can become large if the server is heavily loaded. If this will cause an issue in the future, you can select an alternative installation location for Resource Manager. See Installing or Upgrading Resource Manager on page 17 for more information. Ensure that each server on which Resource Manager is to be installed can connect to a data store. The data store is a database that Citrix Presentation Server and its components use to keep track of configuration information about the servers, applications, and configured users in the server farm. You set up a data store during Citrix Presentation Server installation. Resource Manager uses this data store. If you are going to use a summary database, you need to install DBMS software on a server. This computer is the database storage facility for your server farm s summary data. It does not need to be a farm server but must be available to the farm servers through the network. Ensure that this server has enough available space to store the summary database. Refer to Managing the Resource Manager Summary Database on page 60.

17 Document Center Chapter 2 Installing Your Monitoring and Reporting Tools 17 Selecting a Server to Use as the Farm Metric Server The Farm Metric Server interprets metrics that apply to the entire server farm (for example, application counts) and sends alerts when required. By default, the first server on which you install Resource Manager becomes the Farm Metric Server. If necessary, you can change the Farm Metric Server to a different computer after installation. For more information, see the Resource Manager help. The second server on which you install Resource Manager becomes the backup Farm Metric Server. Note Citrix recommends that the Farm Metric Server be lightly loaded and be a data collector. If You Are Upgrading from a Previous Version If you decide to upgrade servers to Citrix Presentation Server over a period of time (rather than simultaneously), ensure that you upgrade servers in the following order: 1. The Database Connection Server. The Database Connection Server enables communications between the server farm and the summary database, and is described in more detail in Setting up a Summary Database on page The main Farm Metric Server. 3. The backup Farm Metric Server. 4. Other servers in the server farm. Problems may occur if another server is running a later version of Resource Manager. Installing or Upgrading Resource Manager Use the following procedure to install or upgrade Resource Manager. You need to follow this procedure for each server in your server farm. To install Resource Manager on a server 1. Follow the installation instructions in the Citrix Presentation Server Administrator s Guide, making sure that you choose to install Citrix Presentation Server Enterprise Edition. 2. When the Component Selection Setup screen appears, if you want to change the installation location of Resource Manager, browse to the correct location and click OK.

18 18 Monitoring Server Performance with Citrix Presentation Server Document Center 3. At the prompt, click Restart to restart the server. Note You need to install the Presentation Server Console on every server from which you want to administer Resource Manager servers. For instructions about how to install the console, see To install the Presentation Server Console on a remote computer on page 25. Uninstalling Resource Manager Important Before you uninstall Citrix Presentation Server from a Resource Manager Farm Metric Server or Database Connection Server for a summary database, make sure you reassign other Resource Manager servers to be the Farm Metric Server or the Database Connection Server first. If you are using a summary database, Citrix recommends that you update it before removing any servers from the server farm. For details of how to update the database, see the Resource Manager help. To uninstall Resource Manager from a server 1. Log off from any currently connected clients and the Presentation Server Console, and exit all programs running on the server. 2. From the Start menu, select Control Panel > Add/Remove Programs. 3. Select Citrix Presentation Server for Windows. 4. Select Change. The Setup wizard starts. 5. On the Application Maintenance screen, select Modify, then click Next. 6. On the Component Selection screen, select Resource Manager and select Entire feature will be unavailable. 7. Select Next. The selections you made are listed for review. 8. Click Finish. Note If you run the uninstaller after manually changing the location of Resource Manager, as described in Changing the Location of Resource Manager after Installation on page 27, the uninstaller does not remove the Resource Manager folder, and you must delete it manually

19 Document Center Chapter 2 Installing Your Monitoring and Reporting Tools 19 Setting up a Summary Database Information about summary data and an illustration of a typical server farm installation is given in Resource Manager and the Summary Database on page 51. Before you can start using a summary database, you must do the following: 1. Install your DBMS software on a server and create a database on it. This server is the database storage facility for your server farm s summary data and must be available to the server farm through the network. Citrix recommends that you do not install the DBMS on the Database Connection Server. You must ensure that this server has enough available space to store the summary database. Refer to Managing the Resource Manager Summary Database on page 60. Resource Manager supports the following DBMS software: Microsoft SQL Server Versions 2000 and 2005 Oracle Database Versions 9i and 10g Important When you create your summary database on the DBMS server, the DBMS access credentials you set to be used by Resource Manager must each not exceed 255 characters in length. This is regardless of the limits of the DBMS software itself. If you are using a Microsoft SQL Server DBMS, do not use the master database for your summary database. The master database is used by SQL Server for internal functions. Using it for your summary database may cause database corruption problems. If you are using an Oracle DBMS, ensure that the character set it uses contains all the characters you use in your server farm; for example, for server and application names. This includes special characters and currency symbols. 2. Set a system data source name (DSN). The system DSN stores information about how a client can connect to a database. It is required by the Database Connection Server (the database client) to be able to communicate with the summary database DBMS. Refer to Setting a System Data Source Name on page Configure a Database Connection Server. This server enables communications between the server farm and the summary database by writing data to the database and reading data from it. It should be relatively low-load for best performance. Refer to Configuring a Database Connection Server on page 22.

20 20 Monitoring Server Performance with Citrix Presentation Server Document Center Setting a System Data Source Name To set a system data source name for Microsoft SQL Server DBMS 1. Choose a server to be your Database Connection Server. 2. Open the ODBC Data Source Administrator dialog box on this server: If your Database Connection Server is a 32-bit server, select Start > Control Panel > Administrative Tools > Data Sources (ODBC). If your Database Connection Server is a 64-bit server, select Start > Run, type %SystemRoot%\SysWow64\odbcad32.exe, and then press Enter. 3. Click the System DSN tab. Click Add. 4. In the Create New Data Source dialog box, select SQL Server. Click Finish. 5. In the Microsoft SQL Server DSN Configuration dialog box, type rmsummarydatabase in the Name box. Type a description (optional), then select the server with the DBMS installed on it from the Server list. Click Next. Important You must type rmsummarydatabase exactly. Any spaces or spelling errors will make the database unrecognizable to the Database Connection Server. However, the field is not case-sensitive. 6. Select how Microsoft SQL Server authenticates your identification so you can set up the system DSN. Either: Click With Windows NT authentication using the network login ID to use Windows NT authentication or Click With SQL Server authentication using a login ID and password entered by the user, then select the Connect to SQL Server to obtain default settings for the additional configuration options check box and type a user name and password in the Login ID and Password boxes, respectively 7. Click Client Configuration. 8. In the Edit Network Library Configuration dialog box, select TCP/IP under Network libraries. Click OK. Click Next.

21 Document Center Chapter 2 Installing Your Monitoring and Reporting Tools Select the Change the default database to check box, then select the database you created on the DBMS server from the list. Click Next, then Finish. 10. In the ODBC Setup dialog box, you can click Test Data Source to confirm the DSN configuration. Click OK twice to close the dialog box. 11. Click OK to close the ODBC Data Source Administrator dialog box. For more information, refer to your Windows operating system and Microsoft SQL Server documentation. To set a system data source name for Oracle DBMS Note The system DSN setup described below might be different depending on the version of the Oracle client. 1. Use the NET8 configuration wizard to create a tnsnames.ora entry for your Oracle DBMS. 2. Choose a server to be your Database Connection Server. 3. Open the ODBC Data Source Administrator dialog box on this server: If your Database Connection Server is a 32-bit server, select Start > Control Panel > Administrative Tools > Data Sources (ODBC). If your Database Connection Server is a 64-bit server, select Start > Run, type %SystemRoot%\SysWow64\odbcad32.exe, and then press Enter. Important Resource Manager runs in 32-bit mode on 64-bit devices using a 64-bit operating system. If you are using a 64-bit server, make sure that you are using the 32-bit version of the Oracle 10.2g client or later on this server. 4. Click the System DSN tab. Click Add. 5. In the Create New Data Source dialog box, select the Oracle ODBC Driver option. This option is available only after the Oracle Client is installed. Click Finish.

22 22 Monitoring Server Performance with Citrix Presentation Server Document Center 6. In the Oracle ODBC Driver Configuration dialog box, type rmsummarydatabase in the Data Source Name text box. Type a description (optional). Important You must enter rmsummarydatabase exactly. Any spaces or spelling errors will make the database unrecognizable to the Database Connection Server. However, the field is not case-sensitive. 7. From the TNS Service Name list, select the global database name of the Oracle database and type the user name in the User ID box. 8. From the Workarounds tab, select Disable Microsoft Transaction Server (MTS). For information about why MTS needs to be disabled, refer to Microsoft Knowledge Base articles Q and Q193893, available from 9. Ensure that: The Read Only check box is cleared Enable closing cursor and Enable Results Set are selected 10. Click OK to close the Oracle ODBC Driver Configuration dialog box. Note that the dialog box shown varies between Oracle releases. For more information, refer to your Windows operating system and Oracle Database documentation. Configuring a Database Connection Server After you set up a system DSN on the Database Connection Server, you need to configure this server as the Database Connection Server using the Presentation Server Console. To configure a Database Connection Server 1. In the left pane of the console, click Resource Manager. 2. In the right pane, click the Summary Database tab. Click Configure. 3. In the Summary Database Configuration dialog box, select your Database Connection Server from the Server list. Only servers running Resource Manager appear in the list. Note If a server name appears dimmed, the server is running an older version of Resource Manager and should not be selected.

23 Document Center Chapter 2 Installing Your Monitoring and Reporting Tools Enter the DBMS access credentials in the User and Password boxes. These must match valid credentials defined within the supporting DBMS (the Oracle or Microsoft SQL Server database you are using). Caution Resource Manager supports Windows NT authentication for the Microsoft SQL Server user name. The 255 character limit for the user name includes the domain name, the intervening backslash ( \ ), and the user name. 5. Click Test to check the connection to the database. You can now activate the summary database. See Turning the Summary Database On on page 23. You can further configure the Database Connection Server in the following ways: Configure the database update time. See Setting the Summary Database Update Time on page 57. Configure a database purging schedule to remove unwanted information. See Removing Unwanted Information from the Database on page 55. Choose the methods for sending alerts when an update to the database fails. See Suspending Notification of a Metric s Status on page 34. Configure data collection restrictions for all farm servers. See Reducing Summary Data on page 54. Turning the Summary Database On To begin recording data for your database, you need to turn the summary database on after installation. When it is on, Resource Manager servers create and store information for inclusion in the summary database. To turn the summary database on 1. In the left pane of the Presentation Server Console, click Resource Manager. 2. In the right pane, click the Summary Database tab. Click Configure. Note The first icon in the Status panel is Not Configured when the summary database is off or a Database Connection Server is not configured. In this state, Resource Manager servers are not creating or storing information for inclusion in the summary database.

24 24 Monitoring Server Performance with Citrix Presentation Server Document Center 3. In the Summary Database Configuration dialog box, select the Summary Database enabled check box. 4. Click OK twice. The first icon in the Status panel is OK, meaning the summary database is on and a Database Connection Server is correctly configured and in use. In this state, Resource Manager servers are collecting information for inclusion in the database. Turning the Summary Database Off If you need to stop creating summary data, for example for maintenance purposes, you can turn the summary database off. Caution When the summary database is off, Resource Manager servers will no longer summarize and store information for the summary database. This may result in data loss until the summary database is turned back on. You cannot turn the summary database off for individual servers; however, you can minimize the data being contributed by choosing to ignore server metrics for periods of low activity for an individual server; for example, weekends or late at night. Refer to Ignoring Server Metrics during Periods of Low Server Activity on page 55 for details. To turn the summary database off 1. In the left pane of the Presentation Server Console, click Resource Manager. 2. In the right pane, click the Summary Database tab. 3. Click Configure. 4. In the Summary Database Configuration dialog box, clear the Summary Database enabled check box. 5. Click OK twice. The first status icon in the Status panel is Not Configured, meaning the summary database is off. In this state, Resource Manager servers are not summarizing or storing information for inclusion in the summary database.

25 Document Center Chapter 2 Installing Your Monitoring and Reporting Tools 25 Displaying Resource Manager and its Components The following procedures are designed to familiarize you with the interface so that you can quickly get up to speed with Resource Manager. The user interface for Resource Manager is integrated with the Presentation Server Console. To open the Presentation Server Console From the Start menu, choose Programs > Citrix > Citrix Presentation Server > Presentation Server Console. You can also open the Presentation Server Console from the Access Management Console if the Access Management Console is appropriately configured. When the console starts, log on to a server. When you are connected to a server farm, the console displays a window with two main panes: The left pane shows a hierarchical list of the components of the server farm The right pane shows information about the object that is selected in the left pane From this window you can access Resource Manager. The servers and applications that you see depend on whether you are a full administrator or a custom administrator. If you are a full administrator, you have access to the entire server farm. If you are a custom administrator, you can view and update only those folders of servers or applications for which the full administrator has granted you permissions. You need to install the console on every computer from which you want to administer servers with Resource Manager installed. You can install the console on a computer running Presentation Server (at the time when you install Citrix Presentation Server itself), or on a remote computer. To install the Presentation Server Console on a remote computer 1. Ensure that Resource Manager is installed on the server for which you want to view Resource Manager information. 2. Install or upgrade the Presentation Server Console on the remote computer using Setup on the Citrix Presentation Server CD-ROM.

26 26 Monitoring Server Performance with Citrix Presentation Server Document Center Displaying the Resource Manager Screen The Resource Manager window displays a number of tabs that enable you to perform the following functions in Resource Manager: Watcher. Show a real-time list of all servers in the server farm that have an alarm state. Reports. Generate reports about: Current process, user activity, and recent server status. Past process, user, and server activity. These reports require a summary database to be in use. Summary Database. Configure a summary database and see its status. Billing. Configure cost centers (fees and user groups). If you are using a summary database, generate Billing reports based on resource usage. SMS, SNMP, and . Configure automatic SMS, SNMP, or alerts. Farm Metric Server. See the status of Farm Metric Servers and change the servers being used as Farm Metric Servers. To display the main screen In the Presentation Server Console, either: In the left pane, click Resource Manager or In the right pane, double-click Resource Manager Displaying Resource Manager for the Entire Server Farm This view enables you to monitor all the servers in your server farm. You can gain an overall picture of the status of the server farm and spot problems as they occur. To display Resource Manager for the entire server farm 1. In the left pane of the console, click Servers. 2. In the right pane, click the Resource Manager tab.

27 Document Center Chapter 2 Installing Your Monitoring and Reporting Tools 27 Displaying Resource Manager for a Single Server This view displays all the metrics that are being monitored for that server. If a problem arises, a status icon appears to warn you. To display Resource Manager for a single server 1. In the left pane of the console, navigate to the required server. 2. In the right pane, click the Resource Manager tab. Displaying the Applications in a Server Farm You can use Resource Manager to monitor all published applications that are running on Resource Manager servers in the server farm. When you start using Resource Manager, all existing published applications are listed in the Applications folder. You can also monitor applications that are not published by setting them up as Resource Manager applications, and identifying the servers on which you want to monitor them. For details about how to set up Resource Manager applications, see the online help system. When you set up a Resource Manager application, it is added to the list in the Applications folder. Refer to Configuring Application Metrics on page 33. To display the applications in a server farm In the left pane of the console, expand the Applications folder. Changing the Location of Resource Manager after Installation If necessary, you can change the location of Resource Manager after installation. Before changing the location of the Resource Manager files, you must ensure that you set the correct permissions so that the Independent Management Architecture (IMA) service can read and write files at the new location. Caution This procedure requires you to edit the registry. Using Registry Editor incorrectly can cause serious problems that may require you to reinstall your operating system. Citrix cannot guarantee that problems resulting from the incorrect use of Registry Editor can be solved. Use Registry Editor at your own risk. Be sure you back up the registry before you edit it.