LAB 1 - CloudPortal Services Manager 11 - Installation v0.92

Services
Installing and Using CloudPortal Services

Manager 11
Installation
Hands-on lab exercise guide
July 2013 Version 0.9
Services
Table of Contents
Table of Contents .............................................................................................................................................. 2
Overview............................................................................................................................................................. 3
Exercise 1: Prepare Environment ................................................................................................................... 4
Exercise 2: Install Databases and Create the Configuration File ............................................................... 8
Exercise 3: Install Server Roles ..................................................................................................................... 11
Exercise 4: Configure Primary Location and Service Provider ................................................................ 14
Exercise 5: Installing and configuring the Reporting Service ................................................................... 18
Exercise 6: Creating Customers and Users .................................................................................................. 22
IF TIME PERMITS Exercise 7: Enabling and Configuring the File Sharing Service. ......................... 28
IF TIME PERMITS Exercise 8: Provisioning Services ............................................................................ 34
IF TIME PERMITS Exercise 9: Creating, Provisioning to, and performing tasks as a Reseller. ....... 41
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Overview
Hands-on Training Module
This training module has the following details:
Objective Provide hands on experience with installation of CloudPortal Services

Manager.
Audience Primary: Citrix SEs, Consultants, Tech Support and Partners.
NOT UPDATED: Lab Environment Details

This section is used to describe the lab environment and the virtual machines that are used.
Machine IP Address Details

AD.training.lab 192.168.10.11 Active Directory Domain Controller
SQLServer 192.168.10.12 SQL Server that hosts the databases for CloudPortal
and XenApp.
CPSM 192.168.10.20 To host the CloudPortal provisioning engine, web
portal and Directory WebService.
AppOrch 192.168.10.
Exchange 192.168.10.30 Exchange 2010 server.
XAW1 192.168.10. Citrix XenApp Server with Microsoft Office and

Published desktop.
NOT UPDATED: Required Lab Credentials

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

training.lab Domain Training\administrator Citrix123
customer.lab Domain Customer\Administrator Citrix123
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Exercise 1: Prepare Environment

Overview
CloudPortal Services Manager requires the AD schema to be extended to include the standard Exchange
attributes and prepare the environment for multi-tenancy. You can extend the schema through one of the
following methods:
Use the Schema Prep tool from the Microsoft Exchange installation media. To deploy the Schema
Prep tool, you enter the following command in a Command Prompt window:
o setup /p /on:OrganizationName
Deploy Exchange
As we have Exchange installed and configured already we can skip this step.
What is then left of the preparation is to
o Define the four DNS aliases CPSM needs
o Check that the SQL Server is configured with mixed authentication
o Create a file share to store the CloudPortal setup configuration file.
Step by step guidance
Estimated time to complete this lab: 10 minutes.

Step Action
1. Login to the AD server (Site1-AD.training.lab) with the following credentials.
Username: training\administrator
Password: Citrix123
2. Open the DNS MMC via the shortcut on the Desktop.
3. Expand Forward Lookup Zones
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Step Action
4. Right click training.lab and select
New Alias (CNAME)
5. In the Alias name field, enter

cortexweb
In the FQDN field enter

CPSM.training.lab
Click OK
6. Create three more new CNAME records using the data below
Alias name FQDN
cortexprovisioning CPSM.training.lab
cortexsql SQLServer.training.lab
cortexreports SQLServer.training.lab
7. Login to SQLServer server (Site1-SQLServer) with the following credentials.

Password: Citrix123
8. Open SQL Server Management Studio from Start/All Programs/Microsoft SQL Server
2008 R2.
9. Connect to localhost with Windows Authentication.
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Step Action
10. Right click on the Local SQL instance and
click Properties.
11. In Server Properties click Security, then

under Server Authentication, verify that
the radial button SQL Server and
Windows Authentication mode is
selected.
Then click OK.

12. Go back to the AD server and browse to the C:\ folder.
13. Create a folder and name it
CloudPortalConfig
14. Right click the CloudPortalConfig folder.

Choose Share with>Specific People
15. On the next screen, accept the default share parameters and click Share, then Done.
END OF EXERSICE
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Summary
Key The key takeaways for this exercise are:
Takeaways The AD schema needs to be extended with the Exchange attributes
DNS CNAMES must be created.
SQL server must be set to SQL Authentication and Windows Authentication
mode.
You need to share a folder from a central location for the CloudPortal
configuration file.
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Exercise 2: Install Databases and Create the

Configuration File
Overview
In this exercise we will setup the CloudPortal databases, and create a central configuration file.

Run the CloudPortal setup and choose to setup the databases. Create a configuration file on a file share
located on the AD server.

Step Action
1. Log into CPSM (Site1-CPSM) with the following credentials.
Password: Citrix123
2. Browse to \\ad\Software\CPSM11\
3. Launch Setup.exe
4. Once the setup launches click Get Started
5. Locate Install CloudPortal Service Manager and click Select
6. Select Check Environment Prerequisites
7. Verify you have a green check in both fields.
This verifies that the Active Directory schema has been extended and the DNS Aliases
have been created.
Now click Back

8. Locate Deploy Server Roles & Primary Location and click Select.
9. Locate Create System Databases and click Select
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Step Action
10. When prompted to install the configuration tool choose Install.
11. Accept the License Agreement and click Next.

12. Click Install to go ahead and install the Configuration Tool.
13. When the installation is complete, click Finish.
14. Next we will create a
Deployment Configuration
File. Enter the following
information.
\\ad\CloudPortalConfig\
CloudPortalConfig.xml
Click Next
15. In the Create Primary Databases screen, verify that the Server address is CORTEXSQL
and Authentication mode is Integrated, and click Test Connection.
16. A green tick mark should confirm the connection. Click Next.
17. On the Configure Database Logins, accept the defaults. These new SQL logins will be
added to the SQL instance. Click Next.
18. Click Commit.
Verify that everything completed

successfully.
(NOTE: Screenshot from

previous release)
Click Finish.
19. Leave the setup screen open and continue to the next exercise.
END OF EXERCISE
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Summary
Takeaways Database setup needs to be run before any other roles are installed.
Configuration file is created during the database setup.
Configuration file should be stored in a central location where all
CloudPortal servers can access the file.
NOTES
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Exercise 3: Install Server Roles

Overview
You will deploy the key server roles for CloudPortal Services Manager. We need to do this in two steps, as
all roles cannot be installed in one go.

Install and configure the Provisioning, Web, Directory Web Service and Reporting in the CloudPortal
environment.

Step Action
1. On the Deploy Server Roles & Primary Location -screen, locate Install Server Roles and
click Select.
2. Accept the license agreement and click Next
3. On the Select Server Roles screen check the following items
Provisioning
Directory Web Service
Web
Configuration Tool (already installed)
Click Next
4. On the Preview prerequisites -screen click Next
5. On the Ready to install -screen click Install
6. Once everything is installed click Finish
7. Now on the Deploy CloudPortal Services Manager -screen Select Configure Server Roles
8. When prompted for the Configuration File point to the following location.
\\ad\CloudPortalConfig\CloudPortalConfig.xml
This is the file we created during the install of the databases.

9. On the Select Configuration Task screen check the following:
Directory Web Service
Provisioning
Web
Then click Next
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Step Action
10. On the Configure Mail Server screen enter the following: Exchange.training.lab.
Test Connectivity and verify that the connection is working.
Then click Next

11. On the Preview Service Package Import screen, review the 3 services that will be
imported BUT DO NOT CHANGE ANTYHING
o AD Synch
o DNS
o FSS
Click Next.
12. On the Configure Directory Web Service -screen enter the following password for the
cortex_dirws_svc account.
Password: Citrix123
Then click Next

13. On the Configure Queue Monitor Service -screen enter the following password for the
cortex_qmon_svc account.
Password: Citrix123
Then click Next

14. On the Configure Directory Monitor Service -screen enter the following password for
the cortex_dirmon_svc account.
Password: Citrix123
Then click Next

15. On the Configure Web Server -screen, verify the cortexweb external address (this will be
bound to the IIS site) and uncheck Use SSL.
Then click Next

16. On the Summary screen click Commit
17. Once the configuration is complete, verify that all packages have installed properly and
then click Finish. You can ignore the possible Queue Monitor service warnings at this
time.
18. Now we will look at some of the configurations the installation have done. Leave the
CPSM install screen open.
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Step Action
19. Open Server manager and expand Roles>WebServer and click on IIS
20. Expand CPSM>Sites and you should see
the following:
21. In Server Manager expand

Features>Message Queuing>Private
Queues.
You will see the following queues have been

created.
22. Now switch to the AD server and open Active Directory Users and Computers.
23. You will see a CortexSystem OU with
the service accounts that were created
durring the setup.
END OF EXERCISE
Summary
Takeaways Several components can all live on a single server.
Several user accounts are created during installation.
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Exercise 4: Configure Primary Location and

Service Provider
Overview
In this exercise you will configure the Active Directory location and create the Service provider accounts.

Step Action
1. Switch back to the CPSM VM.
2. On the Deploy Server Roles & Primary Location screen click Select for Configure
Primary Location
Click Next
4. On the next screen set the following parameters
Location Settings
Name Top Location
Description Top location configured for TRAINING.LAB
Customers Organizational Unit
Name: CPSM Customers
Display name: Customers OU
Click Next
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Step Action
5. On the next screen enter the following
information:
Display Name: Cloud Service Provider

Short Name: CSP
UPN Suffixes: csp.local
Contact Name: admin
Contact Email:
administrator@training.lab
This will be our top CPSM admin

account (= customer)
Click Next
6. On the next screen enter the following
information:
User name: cspadmin

Full Name: CSP Admin
Password: Citrix123
Click Next
7. On the next screen verify the

information matches the screen
shot. Click Commit
8. Once the configuration is complete click Finish.

9. To verify the CloudPortal is working open Internet Explorer and browse to
http://cortexweb
10. Log into the portal with the following credentials
User Name: cspadmin_csp

Password: Citrix123
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Step Action
11. Once you have logged into the CloudPortal Services Manager click Customers.
12. On this screen you will see the Cloud Service Provider account.
13. Under the Cloud Service Provider
account click Users
14. Here you will see the CSPAdmin account that was created.
15. Now go to the AD server and open Active Directory Users and Computers.
16. You will now see a new OU called
CPSM Customers.
Under this OU you will see the Cloud

Service Provider(CSP).
The user is located in the OU called

User Structure.
17.
Switch back to the CPSM server and reboot the server.
END OF EXERCISE
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Summary
Takeaways During the configuration of the location also creates the Service Provider
account.
When the Service Provider account is created you must create a Service
Provider Administrator.
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Exercise 5: Installing and configuring the

Reporting Service
Overview
The reporting server role needs to be configures after the top location has been created and configured.
Step-by-step guidance
Step Action
1. After the CPSM server successfully rebooted, log back in as TRAINIG\Administrator.
2. Launch the CPSM Setup.exe again from \\AD\Software\CPSM11.
3. Click Get Started, Install CloudPortal Services Manager, Deploy Server Roles & Primary
Location.
4. Locate Install Server Roles and click Select
5. Accept the license agreement and click Next
6. On the Select Server Roles screen

check the following:
Reporting
Report Mailer
Then click Next
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Step Action
7. On the Ready to install screen,
Click Install.
8. Once the install is complete click Finish.

9. On the Deploy Server Roles & Primary Location -screen, locate Configure Server
Roles and click Select.
Then click Next

11. On the Select Configuration Task select:
Report Mailer
Reporting
Then click Next
12. On the Reporting Database Credentials screen, enter the following password for the
OLMReportingUser.
Password: Citrix123
Then click Next

13. On the Configure Mail Server, Test the connectivity and press Next.
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Step Action
14. On the Preview Service Package Import, scroll down to see that the reports for our 3
services (AD Sync, DNS and FSS) are being imported.
DO NOT CHANGE ANYTHING.
Press Next
15. On the Configure License Reporting Settings screen enter the following information.
Customer ID: AAAA-BBB-CC-1234567890-DDDD (not a real customer ID, just for lab.)
Set Citrix123 as password for cortex_RM_svc.
Then click Next.

16. On the Configure Mail Server for Report Mailer, accept the defaults and click Next.
17. On the Configure Reporting Database
screen, place a check next to Use primary
database settings.
Then click Next.
18. On the Configure Data Transfer Service screen, enter the following password for the
csm_datatransfer_svc -account.
Password: Citrix123
Then click Next.

19. On the Data Transfer Notifications
screen enter the following data.
Success Notifications
- From: success@training.lab
- To: datatransfer@training.lab
Failure Notifications
- From: failure@training.lab
- To: datatransfer@training.lab
(all fake accounts as we will not be using

them for this lab)
Then click Next
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Step Action
20. To get the Report server URL, we need to go to the SQL Server. Switch to SQLServer.
21. Click Start -> All Programs -> Microsoft SQL Server 2008 R2 -> Configuration
Tools-> Reporting Services Configuration Manager.
Click Connect to connect to SQLSERVER/MSSQLSERVER.
22. In Reporting Services Configuration Manager, click Web Service URL from the left
hand side panel.
23. Click the Report Server Web Service URL from roughly the middle of the window, and
wait for Internet Explorer to start.
Copy the URL from the address bar in IE. We will use this URL to configure CPSM.
24. Switch back to the CPSM
configuration screen and paste the
URL in the Report server URL
field.
Enter the following credentials:

Training\Administrator
Citrix123
Then click Test Connection
25. Once you have verified that the connection works click Next.
26. On the Data Warehouse Service, set Citrix123 as password for csm_dataw_svc, and click
Next.
27. Now click Commit.
28. Once the configuration is complete click, verify that everything installed properly, and
the click Finish.
29. Now, click Exit to close the installer.
Summary
Takeaways The Report and Report Mailer Service has to be installed after the top
location has been configured.
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Exercise 6: Creating Customers and Users

Overview
In this exercise we will log in as the Citrix Service Provider and create a customer, customer admin, and
users. Then we will log in as the customer admin and we will add users to the customers account, create a
user with delegated administrative rights and create a user as the delegated admin.
Step Action
1. Launch Internet Explorer, point it to http://cortexweb and logon as the Cloud Service
Provider Administrator
User Name: cspadmin_CSP

Password: Citrix123
2.
Point to Customers then choose

New Customer
3. Use the following information to create the

new customer:
Full Name: DMPaper

Code: This should auto populate with DMP
Contact Name: Mike Scott

Email: MikeS@DMPaper.local
Domain Name : DMPaper.local
Click Provision
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Step Action
4. On this screen we are going to create the
administrator account for this customer.
To create the Administrator account use the
following information:
UPN: mikes
Username: This is auto populated and the
UI shows _DMP because it will be
appended to the username for uniqueness.
Password: Citrix123
Click Provision
5. On this screen we can provision the customer services, but since we have no services
configured we will skip this and create users for this customer.
6.
Go to Users>New User
7. Use the information below to create this

user:
UPN: DwightS
Username: Auto populated
First Name: Dwight
Last Name: Schrute
Password: Citrix123
Click Provision
This user will is now created under the

customer DMPaper.
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Step Action
8. Now lets log in as the customer admin and
create users.
From the upper right corner, click Log Off
Log on with the following credentials:

MikeS_DMP or mikes@dmpaper.local
Password: Citrix123
9. Click Customers.
You will notice that you are able to see your

customer account. Here a customer admin
can edit their own customer account.
10. Now lets create a new user, logged in as the

customer admin.
Go to Users>New User

user:
UPN: JimH
First Name: James
Last Name: Halpert
Password: Citrix123
Click Provision
Here you can see that the customer

admin can create his own users.
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Step Action
12. Now lets create a user and delegate him
administration rights.
Click Users>New User

user:
UPN: AndyB
First Name: Andy
Last Name: Bernard
Password: Citrix123
Then click Account Settings
14. Under Account Settings click Advanced

Options
15. Under Advanced Options click the

drop down menu and select User
Administrator.
16. Then scroll down and click Provision.
17. Once the provisioning is complete click on Users again.
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Step Action
18. Now you will see the users for this
customer. Notice that the users with
administrative rights have a different icon
than the other users.
Log off of the portal.
19. Now lets log in as the User Administrator.
Log on with the following credentials:

AndyB_DMP or andyb@dmpaper.local
Password: Citrix123
20. Click Customers.
You will notice that you are able to see your

customer account. However the option to
Edit Customer is grayed out for User
Administrators.
Click Users.
21. Here you will see this user is able to see a list of available users. As a User Administrator
you can edit users, add users, deprovision, disable and delete users.
22. Now go to the AD server and open Active Directory Users and Computers
23. Refresh the CortexCSP OU.
Under the CortexCSP OU you will now see

a DMPaper(DMP) OU.
The users will be located in the User

Structure OU.
END OF EXERCISE
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Summary
Takeaways Customer Administrator is created when a customer is created.
Customer Administrator can create users for their own customer account.
You can give users the ability to create users and perform user
administration tasks.
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IF TIME PERMITS Exercise 7: Enabling and

Configuring the File Sharing Service.
Overview
NOTE: This part has not been updated to CPSM 11, nor tested for accuracy with the new
version!!! Use at own risk!
Step Action
1. Log onto the CloudPortal Server as the Cloud Service Provider Administrator
Password: Citrix123
2. Click Configuration>System
Manager>Service Deployment
3. Here we will enable the File Sharing Service

as a top-level service. This will allow you to
enable the service at your locations.
Under Service Overview click File Sharing
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Step Action
4. Here we will need to create a Customer
Plan.
Click Customer Plans.
5. In the Name field type in FileSharing.
Click Create.
6. Now scroll down and locate the File Share Path setting. Enter the following path:
\\{FileShareServer}\c$\fileshare
7. Click Apply Changes then click Save.
8. On the left side of your screen under

Service Management click the radial
button for Active Directory Location
Services
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Step Action
9. Click File Sharing, then click Save.
10. Now we are going to specify our File

Sharing server role in the CloudPortal
Services Manager.
On the left side of your screen under

Configuration Links click Server Roles.
11. Under Server Roles Overview click AD.
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Step Action
12. Under Manage Server Roles, check the
option for File Sharing.
Click Save.
13. Now on the left of the screen under

Related Pages, click Service Deployment
14. On the left side of your screen under

Service Management click the radial
button for Active Directory Location
Services
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Step Action
15. Under Services Overview click File Sharing.
16. Under Location Service Configuration

click Customer Plans, then click
FileSharing.
17. Check the box next to File Share

Servers and check the box for the
AD server.
18. Scroll down.
Click Apply Changes then click Save.
19. The service is now configured. We need to

enable the service under the Service
Providers Reseller service to deploy it to
customers.
Click Customers.
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Step Action
20. Click Cloud Service Provider, then click
Services.
21. Click Reseller
Check File Sharing
Click Provision
Now we have the ability to provision the

File Sharing Service to Customers.
END OF EXERCISE
Summary
Takeaways Services must be enabled at the Top Level and Active Directory Location.
Some Services Require Customer and / or User Plans.
Services must be enabled in the Service Provider Reseller Service before
the service provider can provision to a customer or reseller.
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IF TIME PERMITS Exercise 8: Provisioning

Services
Overview
In this lab we are going to provision the File Sharing service to the customer, then we are going to log in
as the customer admin and provision the service to all the users.
NOTE: Lab instructions not tested with CPSM 11!!!
Step Action
Password: Citrix123
2.
Click Customers.
3.
Click DMPaper (DMP)
Click Services
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Step Action
4.
Click File Sharing
Click Provision
5. Now that the service is provisioned to the

customer we can provision it to the users, or
we can allow the Customer Admin provision
it to the users.
Log off CloudPortal Services Manager.

6.
Log onto the CloudPortal Server as the

Customer Administrator.
User Name: mikes@dmpaper.local

Password: Citrix123
7. Click Users.
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Step Action
8.
Click Mike Scott.
Click Services.
9. Click File Sharing.
10. Under User Service Setup:
Enable Full user plan.
Click Provision
11. Verify you get a green indicator once its

completed provisioning.
12. Now lets provision this service to several

users.
Click Users.
13. On the left side of the screen click Multi

User Selection.
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Step Action
14. Click Select All Users.
15. On the screen verify that under Multi User

Selection it says Selected Users: 3.
Verify on the right that the users are

checked.
16. Now under Multi User Selection click

Services.
17. Click File Sharing.
Enable Read user plan.
Click Provision
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Step Action
20. Now lets see what was done in the back

ground.
Log into the AD.training.lab server as the

domain administrator.
Username: training\Administrator
Password: Citrix123
21. Browse to C:\FileShare
22. Verify that the folder DMP exists.
Right click the DMP folder and click

Properties.
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Step Action
23. Click the security tab.
Take a look at the groups that are in the list

below.
Notice the permissions difference between

the groups.
Click OK to close the window.
24. Now open Active Directory Users and Computers.

25. In Active Directory Users and Computers
browse to
training.lab>CortexCSP>DMPaper(DMP)
26. In the pane to the right you should see the

new File Sharing groups.
FSS DMP FULL

FSS DMP LIST
FSS DMP NONE
FSS DMP READ
27. Now click on the User Structure OU.
Righ click mikes_dmp and click Properties.
Then click the Members Of tab.
He is a member of the FSS DMP FULL

group.
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Step Action
28. Righ click AndyB_DMP and click
Properties.
Then click the Members Of tab.
He is a member of the FSS DMP READ

group.
29. These group memberships were added when we provisioned the service to these users.
END OF EXERCISE
Summary
Takeaways
Services must be provisioned at the customer level first.
Services can be provisioned to the user by the Customer Admin.
Multi User Selection allows services to be provisioned to multiple users at
once.
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IF TIME PERMITS Exercise 9: Creating,

Provisioning to, and performing tasks as a
Reseller.
Overview
NOTE: This part has not been updated for CPSM 11!
Step Action
Password: Citrix123
2.
To create a Reseller we must first
create them as a Customer.
Click Customers then New

Customer

new customer:
Full Name: Stark Industries

Code: This should auto populate with SI
Contact Name: Tony Stark

Email: ironman@stark.ind
Domain Name : Stark.ind
Click Provision
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Step Action
administrator account for this customer with
the following information:
UPN: ironman

UI shows _SI since it will be appended to
the username for uniqueness.
Password: Citrix123
Click Provision
5. On this screen we will officially make this

customer a reseller. We will provision the
reseller service and give them the ability to
sell the File Sharing Service.
Click Reseller.
6.
Under Reseller Administrator:
Verify that Tony Stark is listed
Check File Sharing
Click Provision
7. Once the Reseller service has been provisioned this Reseller can now log onto CloudPortal
Services Manager, create customers and sell services.
8. Log onto the CloudPortal Server as the Reseller Administrator
User Name: ironman@stark.ind

Password: Citrix123
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Step Action
9.
Click Customers then New Customer

new customer:
Full Name: Avengers Group

Code: This should auto populate with AG
Contact Name: Steve Rogers

Email: capt.america@avenger.hero
Domain Name : avenger.hero
Click Provision

administrator account for this customer
with the following information:
UPN: CaptAmerica

UI shows _AG since it will be appended
to the username for uniqueness.
Password: Citrix123
Click Provision
12. On this screen we will provision File Sharing

to this customer.
Click File Sharing.
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Step Action
13. Click Provision
14. Now lets create another user for this customer and provision the File Sharing service to the
new user.
15.
Go to User, click New User
16. Enter the following information:
UPN: thor

UI shows _AG since it will be appended to
the username for uniqueness.
First Name: Thor

Last Name: Odinson
Password: Citrix123
Click Provision
17.
Click File Sharing.
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Step Action
Enable Full user plan.
Click Provision

20. Now lets see what was done in the back

ground.
Log into the AD.training.lab server as the

domain administrator.
Username: training\Administrator
Password: Citrix123
21. Browse to C:\FileShare
22. Verify that the folder AG exists.
Right click the AG folder and click

Properties.
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Step Action
23. Click the Security tab.
Take a look at the groups that are in the list

below.
Notice the permissions difference between

the groups.
Click OK to close the window.
24. Now open Active Directory Users and Computers.

25. Under the CortexCSP OU you will see a
new OU for the Reseller called Stark
Industries(SI).
26. Under the Stark Industries(SI) OU you
will find the Avengers Group(AG) OU.
27. Inside the Avengers Group(AG) OU click

the User Structure OU.
Here you will see the users that belong to

this customer.
28. Right click Thor_AG and click Properties.
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Step Action
29. Click the Member Of tab.
Verify that this user is part of the FS AG

FULL group.
END OF EXERCISE
Summary
Takeaways Resellers are created by provisioning the Reseller service to a Customer.
Reseller Administrator is created when you provision the reseller service.
Resellers can create customers, users and only provision services the Service
Provider provisions to the Resellers own Reseller service.
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Revision History
Revision Change Description Updated By Date
1.0 Original Version Jared Engskow 02/29/2012
0.6 Partially updated with version 11 Mikael Lindholm 07/07/2013
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Page 48

LAB 1 - CloudPortal Services Manager 11 - Installation v0.92

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LAB 1 - CloudPortal Services Manager 11 - Installation v0.92

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Services

Installing and Using CloudPortal Services

Exercise 1: Prepare Environment ................................................................................................................... 4

Exercise 2: Install Databases and Create the Configuration File ............................................................... 8

Exercise 3: Install Server Roles ..................................................................................................................... 11

Exercise 4: Configure Primary Location and Service Provider ................................................................ 14

Exercise 5: Installing and configuring the Reporting Service ................................................................... 18

Exercise 6: Creating Customers and Users .................................................................................................. 22

IF TIME PERMITS Exercise 8: Provisioning Services ............................................................................ 34

Objective Provide hands on experience with installation of CloudPortal Services

NOT UPDATED: Lab Environment Details

Machine IP Address Details

XAW1 192.168.10. Citrix XenApp Server with Microsoft Office and

NOT UPDATED: Required Lab Credentials

Machine Username Password

Exercise 1: Prepare Environment

What is then left of the preparation is to

o Define the four DNS aliases CPSM needs

o Check that the SQL Server is configured with mixed authentication

o Create a file share to store the CloudPortal setup configuration file.

Step by step guidance

Estimated time to complete this lab: 10 minutes.

5. In the Alias name field, enter

In the FQDN field enter

7. Login to SQLServer server (Site1-SQLServer) with the following credentials.

11. In Server Properties click Security, then

Then click OK.

14. Right click the CloudPortalConfig folder.

Exercise 2: Install Databases and Create the

Step by step guidance

Estimated time to complete this lab: 10 minutes.

Now click Back

11. Accept the License Agreement and click Next.

Verify that everything completed

(NOTE: Screenshot from

Exercise 3: Install Server Roles

Step by step guidance

Estimated time to complete this lab: 15 minutes.

This is the file we created during the install of the databases.

Then click Next

Test Connectivity and verify that the connection is working.

Then click Next

Then click Next

Then click Next

Then click Next

Then click Next

21. In Server Manager expand

You will see the following queues have been

Exercise 4: Configure Primary Location and

Step by step guidance

Estimated time to complete this lab: 10 minutes.

Display Name: Cloud Service Provider

This will be our top CPSM admin

User name: cspadmin

7. On the next screen verify the

8. Once the configuration is complete click Finish.

User Name: cspadmin_csp

Under this OU you will see the Cloud

The user is located in the OU called

Exercise 5: Installing and configuring the

2. Launch the CPSM Setup.exe again from \\AD\Software\CPSM11.

4. Locate Install Server Roles and click Select

5. Accept the license agreement and click Next

6. On the Select Server Roles screen