Services

Using CloudPortal Services Manager 10

Hands-on lab exercise guide

January 2012 Version 1.0
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Table of Contents
Table of Content ............................................................................................................................................... 2

Overview...................................................................................................... Error! Bookmark not defined.

Exercise 1: Configuring Services ..................................................................................................................... 4

Exercise 2: Provisioning Services to the Service Provider ........................................................................ 14

Exercise 3: Provisioning Services to Users .................................................................................................. 17

Exercise 4: Creating a New Customer ......................................................................................................... 19

Exercise 5: Creating a Reseller....................................................................................................................... 23

Exercise 6: Create a Customer and Provision Services as a Reseller ....................................................... 26

Exercise 7: Delegating Administration ......................................................................................................... 28

Exercise 8: Reporting in CloudPortal Services Manager ........................................................................... 31

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Overview
Hands-on Training Module
This training module has the following details:

Objective Provide hands-on experience with common task in Cortex Cloud

Control Panel
Audience Primary: Citrix Partners and Citrix Service Providers

Lab Environment Details

This section is used to describe the lab environment and the virtual machines that are used.

VM Name IP Address Description

AD 192.168.10.11 Windows Server 2008 R2. Domain controller for
training.lab, DNS, DHCP services, and license server.
CloudPortal 192.168.10.20 Windows Server 2008 R2. Cortex Web, Provisioning
Engine, DirectoryWS, 2008 Reporting Services.
SQLServer 192.168.10.12 Windows Server 2008 R2. SQL Server 2008 R2 hosting
the Cortex & XenApp databases.
XenApp 192.168.10.25 Windows Server 2008 R2. XenApp 6.5
SharePoint 192.168.10.35 Windows Server 2008 R2. SharePoint 10
Exchange 192.168.10.30 Windows Server 2008 Exchange 2010
Customer AD 192.168.10.90 Windows Server 2008 R2. Domain controller for
customer.lab

Required Lab Credentials

Below are the login credentials required to connect to the workshop system and complete the lab
exercises.

Domain/Machine Username Password Description

training.lab Administrator Citrix123 Domain Administrator
training.lab Admin_CSP Citrix123 Citrix Service Provider Admin
training.lab CortexWSUser Citrix123 Cortex Web Service User
training.lab User1_CSP Citrix123 Citrix Service Provider User
customer.lab Administrator Citrix123 Domain Administrator (Customer AD only)

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Exercise 1: Configuring Services

Overview
In this exercise we will log into the Cortex Control Panel as the Citrix Service Provider administrator and
configure the Citrix (XenApp) Service. For this lab the Citrix Web Service has already been installed on
the XenApp Farm.

Step-by-step guidance
Estimated time to complete this lab: 30 minutes.
Step Action
1. Log on to CloudPortal server using the Domain Administrator Credentials
training.lab\Administrator
2. Open Internet Explorer and browse to http://cortexweb
3. Log into Cortex Cloud Control Panel with the Citrix Service Provider Administrator
account.
User Name: Admin_CSP
4. Click the Configuration>System Manager>Service Deployment

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Step Action
5. Here we will enable the Citrix Service as a top-level service. This will allow you to enable the
Citrix service at your locations.

Under Service Overview click Citrix

6. We are going to just take a look at some of the Service Settings now
Under Top Environment Service Configuration click Service Settings

7. In the Service Settings scroll down the service settings, and observe the following settings:
1. Path to share for the user profile
2. Path to home drive share
***DO NOT EDIT ANYTHING***
Notice that both of the paths start with c:\data\%customername%
8. Now locate the Terminal service file server setting and enter a server name of AD.

9. Scroll down and click Apply Changes

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Step Action
10. Now back on Top Environment Service Configuration click Save.

11. Verify that under Services Overview, Citrix now has a green check.

12. Now we are going to look on the AD server to see if that folder structure exists.

Log on to AD server as the domain administrator training\Administrator and you will see
that C:\data does not exist.

We will take a look here in later in Exercise 3 to see when the folder structure it is created.
13. Now switch back to the CloudPortal server. On the left side of your screen under Service
Management click the radial button for Active Directory Location Services

14. On the right side of your screen under Service Overview click Citrix, then click Save.
This enables the Citrix Service in Active Directory for this location.
15. Verify that under Services Overview, Citrix now has a green check.

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Step Action
16. Now we are going to add user credentials for the Citrix Service. The Cortex Cloud Control
Panel will use these credentials to perform actions in the Citrix XenApp farm.

On the left side of the screen under Configuration Links click Credentials.

17. On the right side of the screen click add, enter the credentials listed below:
User Name: CortexWSuser
Password: Citrix123
Domain: training.lab
18. Click the check box labeled Encrypted, then click add again.
19. Now we are going to specify our XenApp server role in the Cortex Cloud Control Panel.
On the left side of your screen under Configuration Links click Server Roles.

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Step Action
20. Under Server Roles Overview click XenApp, and put a check next to Citrix App under
Server Connection Components, then click Save

21. Now were going to specify all the servers in the XenApp farm. There is a single server in
this farm however if there were multiple servers you would specify all of them.

Click Server Collections

22. Now click New Server Collection.

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Step Action
23. Enter the following information in the fields shown, then click Save.

24. Now we need to create a connection from the CloudPortal Services Manager to the Citrix
Web Service installed on the XenApp server.
On the left of your screen under Configuration Links click Server Connections

25. On the left of the screen under Management click New Connection and the Manage
Server Connection Screen will appear.

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Step Action
26. In the Manage Server Connection screen enter the following information

Server Role: Citrix App

Server: XenApp
Credentials: training.lab\CortexWSuser
URL Base: /CitrixWS/Citrix.asmx
Protocol: http
Port: 8095

Then click
27. In the Server Connection Overview click the icon to test the CitrixApp connection. If
you do not verify the information above specifically the URL Base and Port.

Verify you get a green circle once the test is complete.

***If you see a red circle do not proceed!***

You will need to click the CitrixApp XenApp connection and verify the information in
step 21 is entered correctly. If you still receive a red circle when running the test verify the
information in step 16 was entered correctly.
28. Open the Citrix AppCenter console and expand the XenApp node then the Farm node.
29. Right click the Administrators node and choose Add Administrator.
30. Once the wizard opens click Add then click Add List of Names
In the dialogue box type in training\CortexWSuser, click OK > OK > Next

31. Give the user Full Administrator rights and click Finish

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Step Action
32. Go back to the CloudPortal server.
In the CloudPortal Services Manager click Services>Citrix> Configuration>Citrix
Applications

33. Now click Refresh to see the list of applications available.

34. In the Configured Applications window click Calculator and you will see the Manage
Application Settings open on the right.
35. In the Manage Application Settings make set the following options and click Save.

36. Repeat step 35 for all remaining applications.

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Step Action
37. Now we are going to create two application groups. So later we can use these groups to
provision several applications at once.

In the Cortex Cloud Control Panel click Services>Citrix> Configuration>Application

Groups

38. On the left side of the screen under Group Management click New Application Group

39. Now in the right panel under Manage Application Groups enter the following
information

Group Name: Microsoft Office 2010 Standard

Allocation:
Access:

Publish:

Click
40. On the left side of the screen click New Application Group again.

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Step Action
41. Now in the right panel under Manage Application Groups enter the following
information.
Group Name: Microsoft Office 2010 Professional
Allocation:
Access:

Publish:

Click
42. Once you have enabled all the applications open Active Directory Users and Computers.
You will see security groups for the XenApp applications under
CortexSystem>Services>Citrix>Applications.
43. You will see security groups for the XenApp application groups under
CortexSystem>Services>Citrix>Groups.
END OF EXERCISE

Summary
Key The key takeaways for this exercise are:
Takeaways Services must be enabled at the Top Level first then at AD Location.
Citrix Server role must be defined, credentials must be entered.
Connection to Citrix Web Service must be configured.
CitrixWSuser must be Full Citrix Administrator.
Each XenApp published application must be enabled.

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Exercise 2: Provisioning Services to the

Service Provider
Overview
In this exercise we will give the Citrix Service Provider the ability to provision and resell the Citrix
Service and Applications.

Step-by-step guidance
Estimated time to complete this lab: 5 minutes.
Step Action
1. In the Cortex Cloud Control Panel click Customers.

2. You will display the customers in the location Top Location.

We are going to enable our First Customer / Service Provider the ability to Resell and
Provision the Citrix Service

Under Customer Functions click Services

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Step Action
3. Click Reseller to open up the Reseller Service

4. Click the check box next to Citrix, then click Citrix

5. Check all the Application Groups and Applications listed and click Apply Changes.

6. Now click Provision.

7. Verify that there is a green circle next to the Reseller service once it is completed
provisioning.

8. Now Refresh the browser.

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Step Action
9. Under Customer Functions click Services. You will see a list of services available. Citrix
should now be listed with a grey circle.

10. Click Citrix, then check off the Application Groups and Applications, then click
Provision.

END OF EXERSICE

Summary
Key The key takeaways for this exercise are:
Takeaways Service Providers need to enable specific services in the Reseller service.
Applications and Application Groups need to be checked to Resell.
Services need to be enabled at the Customer level.
Applications and Application Groups need to be checked for customers to
use.

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Exercise 3: Provisioning Services to Users

Overview
In this exercise we will provision the Citrix XenApp applications to a user that is part of the Citrix Service
Provider.

Step-by-step guidance
Estimated time to complete this lab: 10 minutes.
Step Action
1. Log onto the CloudPortal Server as the Citrix Service Provider Administrator.
User Name: Admin_CSP
2. In the Cortex Cloud Control Panel click Users

3. Once you see the users click User One, then under User Functions click Services

4. Click Citrix, then choose Office 2010 Professional then click

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Step Action
5. Verify that you get a green circle next to Citrix once it completed provisioning.

6. Now open up another Internet Explorer tab and browse to: http://citrixapps

7. Log into Web Interface using the User1 credentials

Username: User1_CSP Password: Citrix 123

Verify user has access to the applications we enabled for Office 2010 Professional

Because the Office 2010 Professional group is a part of the Office 2010 Standard group
you will see the applications we enabled for the Office 2010 Standard group.

8. Log Off and leave Web Interface open.

9. Log into the AD server and verify the following.

1. C:\data now exists with folders for the customer, and user home drives and
profiles.
Go to Active Directory Users and
Computers>CortexSystem>Services>Citrix>Group
2. User1_CSP is now a member of the Office Pro group (CitrixGrp 10).
3. The Office Pro group is now a member of the Office Std group (CitrixGrp9),
XenApp_MSAccess, XenApp_MSOneNote, and XenApp_MSPowerPoint
groups.
END OF EXERCISE

Summary
Key The key takeaways for this exercise are:
Takeaways Services must be enabled for the customer before you can provision
services to the user.
When services are provisioned user is added to the appropriate groups.
Profile share, and home drive share are created at when you provision the
service to a user.

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Exercise 4: Creating a New Customer

Overview
In this exercise we will log in as the Citrix Service Provider and create a customer , create users and
provision the Citrix service to this customers.

Step-by-step guidance
Estimated time to complete this lab: 10 minutes.
Step Action
1. Log onto the CloudPortal Server as the Cloud Service Provider Administrator
User Name: Admin_CSP
2. Click Customers then New Customer

3. Use the following information to create the new customer:

Full Name: DMPaper

Notice that the next field Code is auto populated with an abbreviation of the Full Name.
This code will be added to the end of every user created for this customer.

Contact Name: Mike Scott

Email: MikeS@DMPaper.local
Domain Name : DMPaper.local

Click
4. At this point we are going to create the administrator account for this customer.
To create the Administrator account use the following information
UPN: MikeS
Notice that the next field Username is auto populated and the UI shows _DMP
Password: Citrix123

Click

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Step Action
5. You will then be brought to a screen that shows the available services.

6. Click Citrix, then select the two Office 2010 groups and all the applications.

Click
7. Verify that you get a green dot next to Citrix once it completed provisioning.

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Step Action
8. Now we are going to add another user to this customer.

Click Users then click New User

Use the information below to create this user:

UPN: DwightS
Notice that the next field Username is auto populated and the UI shows _DMP
First Name: Dwight
Last Name: Schrute
Password: Citrix123
Click
9. Once the account has been provisioned you will see the services available to provision to
the new user.

10. Click Citrix, then select several applications for the user.

Click

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Step Action
11. Now we are going to log into web interface as the last user we created and see what
applications the user has access to.
Open a new IE tab for Web Interface and login as Dwight Schrute
URL: http://citrixapps
Username: Dwights_DMP
Password: Citrix123

12. Log onto your AD server and launch Active Directory Users and Computers to verify
the following:
1. DMPaper(DMP) OU now exists under the CortexCSP OU.
2. Under DMPaper>User Structure, dwights_dmp and mikes_dmp exist.
3. C:\data\DMP now exists with shares and folders for home drives and profiles.
END OF EXERCISE

Summary
Key The key takeaways for this exercise are:
Takeaways A unique code or identifier is automatically created for each customer.
The unique code is used as a suffix to the end of the customer OU and all
customer users.
Customer Admin is initially created when the customer is created.

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Exercise 5: Creating a Reseller

Overview
In this exercise we will use the customer we created in Exercise 4, upgrade them to a Reseller and give
them the ability to resell the Citrix Service.

Step-by-step guidance
Estimated time to complete this lab: 15 minutes.
Step Action
1. Log into the CloudPortal server and open the CloudPortal Services Manager web site
http://cortexweb. Log in using the Service Provider Administrator Credentials.
Username: Admin_CSP
2. Click Customer then click DMPaper.
3. Under Customer Functions click Services.

4. Click Reseller, click the check box next to Citrix, then click Citrix to get a list of the
Application Groups and Applications.

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Step Action
5. Select both Application Groups and all the Applications to allow this customer to sell them
as a service.

Click

This will bring you back to the Reseller Service settings.

Now click
6. Now that we have provisioned Reseller service to DMPaper we need to give the
administrator Reseller Administration rights.

Click the Users icon, then click Mike Scott

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Step Action
7. Under User Functions click Edit User

8. Now click Account Settings then Advanced Options

9. In Advanced Options make sure Configure a customer role collection is checked and
give the user Reseller Full Administrator rights.

Click
END OF EXERCISE

Summary
Key The key takeaways for this exercise are:
Takeaways To create a reseller you must enable the Reseller service for that customer.
In the Reseller service you enable and configure services to sell.
The Reseller Administrator rights need to be given to the customer.

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Exercise 6: Create a Customer and Provision

Services as a Reseller
Overview
In this exercise we will log into the Cortex Cloud Control Panel as our newly created reseller DMPaper.
Once we are logged in we will create another customer and provision Citrix applications to this customer.

Step-by-step guidance
Estimated time to complete this lab: 10 minutes.
Step Action
1. Login to the Cortex Cloud Control Panel as the DMPaper Admin
Username: MikeS_DMP Password: Citrix123
Verify you are logged in as Mike Scott on the right hand side of the page under the Logout
icon.
2. Click Customers>New Customers

3. Create a new customer using the information provided below

Full Name: WHPaper
Contact Name: David Brent
Email Address: davidb@WHP.local
Domain Name: WHP.local
Click
4. Now to create the customer administrator account use the following information.
UPN: DavidB
Password: Citrix123
Click
5. Enable the Citrix Service for WHPaper by clicking Citrix, then selecting several applications
then clicking

This step provisions the Citrix Service to WHPaper but not to any WHPaper users.
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Step Action
6. Now we are going to Provision Citrix applications to the WHPaper user David Brent.
Click Users then click David Brent

7. Under User Functions click Services.

8. Click Citrix, then select several applications for the user.

Then click
9. Switch to the Web Interface Tab in IE and log into Web Interface as David Brent.
URL: http://citrixapps
Username: DavidB_WHP OR davidb@WHP.local

Verify this user has access to the applications that were enabled.
10. Now switch to your AD server and to verify the following:

1. WHPaper(WHP) OU now exists under the DMPaper(DMP) OU

2. DavidB_WHP exists and is a member of the specific application groups.
3. C:\data\WHP now exists with shares and folders for home drives and profiles.
END OF EXERCISE

Summary
Key The key takeaways for this exercise are:
Takeaways Customers created by resellers appear under the Resellers OU.
Resellers create customers and provision services to their customer.
Customers can have Services Provisioned when they are created.

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Exercise 7: Delegating Administration

Overview
In this exercise we are going to create new users in the DMPaper company. Then we are going to delegate
different administrative rights to these users.

Step-by-step guidance
Estimated time to complete this lab: 10 minutes.
Step Action
1. Log into the Cortex server and open the Cloud Portal Services Manager web site
http://cortexweb. Log in using the DMPaper Administrator Credentials.
User: MikeS_DMP
2. Click Users>New User. Create a user with the following information.
UPN: JimH
Verify the Username is showing the _DMP suffix in the UI.
First Name: James
Last Name: Halpert
Password: Citrix123

Click Account Settings>Advanced Options.

Select User and Service Administrator from the dropdown.

Click
3. You can choose to provision Citrix Applications to this user or just continue to Step 4.

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Step Action
4. Now logout of the Cortex Cloud Control Panel and log back in as JimH_DMP.
You should see several differences in the Cortex Cloud Control panel.

You should not see the Configuration icon or menu.

The Services menu is limited.
You are able to create application groups and modify access in the services menu.
You are able to create DMPaper users and give access to DMPaper services.
5. Click Users>New User and create a new user with the information below:
UPN: PamH
First Name: Pam
Last Name: Halpert
Password: Citrix123

Click Account Settings>Advanced Options.

Select User Administrator from the dropdown.

Click
6. You can choose to provision Citrix Applications to this user or just continue to Step 7.
7. Now logout of the Cortex Cloud Control Panel and log back in as PamH_DMP.
Notice the differences in the Control Panel.

You should not see the Services Icon,

You cannot view customer information.
You are able to modify, add, create users for DMPaper.

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Step Action
8. While logged in as Pam. Click Users>New User and create a new user with the
information below:
UPN: AngelaM
First Name: Angela
Last Name: Martin
Password: Citrix123
Click
9. Notice that you were not prompted to enable services for Angela because Pam does not
have rights to services.
10. Now logout of the Cortex Cloud Control Panel and log back in as AngelaM_DMP.

Notice the differences in the Control Panel.

You only have the ability to see reports, manage your own password, and configure security
questions.
11. Now logout of the Cortex Cloud Control Panel and log back in as MikeS_DMP.
12. Click Users and you will notice the users have a different icon based on their administrative
roles.

END OF EXERCISE

Summary
Key The key takeaways for this exercise are:
Takeaways Delegated administration is very granular.
Several different options for delegating administration.
User Icons change based on user role.

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Exercise 8: Reporting in CloudPortal

Overview
In this exercise we are going to see where we go to run reports and see what reports are available.
Customer data was previously added then deleted so there will be some additional data in the reports.

Step-by-step guidance
Estimated time to complete this lab: 15 minutes.
Step Action
1. To get data in our reports we will first need to run a Scheduled Task on the SQLServer.

Log onto the SQLServer using the Service Provider Administrator Credentials.
Username: Admin_CSP

2. Launch the Server Manager located on the Taskbar.

3. Expand Configuration>Task Scheduler>Task Scheduler Library>Citrix

4. Click on CloudPortal Services Manager node

5. In the center pane click on Reporting Data Transfer to select it.

6. On the right bottom pane click Run

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Step Action
7. Click on the task and press the F5 key.
Scroll to the right and the Last Run Result should read as follows.

8. Continue to press F5 until the job is completed (should be about 45-60seconds) and the
Last Run Results reads as follows:

9. Now go back to the CloudPortal server and open the CloudPortal Services Manager
web site http://cortexweb. Log in using the Service Provider Administrator Credentials.
Username: Admin_CSP
10. Click Reports

11. Here youll see a list of available reports. Lets take a look at some of the data that we
generated during the exercises today.

Expand the Billing node and click Customer Detail.

12. You should see the report being generated and right now the only data youll see is for
Hosted Exchange. This is because of the date range. Now well make a change to the
report parameters and see how that affects the report.

At the top left side of the report click Parameters.

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Step Action
13. You should now see a calendar. Choose todays date then click Generate.
14. Once the report is generated well have a detailed report on the Cloud Service Provider.
Close this report.
15. To get the same report on DMPaper, click Customers, then Customer Hierarchy.

16. Click Customers, then click DMPaper.

17. Click Reports

18. Expand the Billing node and click Customer Detail.

19. At the top left side of the report click Parameters, choose todays date then click
Generate.
20. Now you will see the Billing/Customer Detail information for DMPaper.
21. Close the report.
22. Expand Citrix and look at each Report listed. Keep in mind you will need to change the
parameters to show the new data.

END OF EXERCISE
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Summary
Key Scheduled task on the SQL server collects daily data.
Takeaways In CloudPortal Services manager you must be in the customer context to run
reports on that particular customer.

NOTES

Revision History
Revision Change Description Updated By Date
1.0 Original Version Jared Engskow 10/24/2011
1.1 Summit to Services Jared Engskow 11/23/2011

About Citrix

Citrix Systems, Inc. (NASDAQ:CTXS) is the leading provider of virtualization, networking and software as a service
technologies for more than 230,000 organizations worldwide. Its Citrix Delivery Center, Citrix Cloud Center (C3)
and Citrix Online Services product families radically simplify computing for millions of users, delivering applications

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as an on-demand service to any user, in any location on any device. Citrix customers include the worlds largest
Internet companies, 99 percent of Fortune Global 500 enterprises, and hundreds of thousands of small businesses
and prosumers worldwide. Citrix partners with over 10,000 companies worldwide in more than 100 countries.
Founded in 1989, annual revenue in 2008 was $1.6 billion.

http://www.citrix.com

2011 Citrix Systems, Inc. All rights reserved. Citrix, Citrix Delivery Center, Citrix Cloud Center,
XenApp, XenServer, NetScaler, XenDesktop, Citrix Repeater, Citrix Receiver, Citrix Workflow
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their respective owners.

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