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Installation Prerequisites for MetaFrame Presentation Server 3

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In this chapter, you'll learn the necessary prerequisites that should be met prior to your attempting to install MetaFrame Presentation Server 3.0. In addition to the hardware and software requirements, you'll learn about licensing and the types of licenses involved in this process.
This chapter is from the book

Terms you'll need to understand:

  • Terminal Services Licensing
  • Terminal Services Client Access Licenses (TSCALs)
  • Citrix Connection Licenses
  • Application Server mode
  • Remote Administration mode
  • Remote Desktop
  • Citrix Migration License
  • Citrix Upgrade License

Concepts you'll need to master:

  • Direct access to the Data Store
  • Indirect access to the Data Store
  • Installing Terminal Services in Application Server mode in Windows 2000 Server
  • Installing Terminal Server in Windows Server 2003

As much as we would love to tell you to just place the MetaFrame software in the CD-ROM, install it, and you'll figure out what you need to do as you go—we can't. With complicated systems that host hundreds of users, as is the case with MetaFrame Presentation Server, that approach can quickly turn into a recipe for disaster. Sure, you can install a graphics program and figure it out as you go, but thin client solutions require careful planning and educated design approaches.

In this chapter, we cover the necessary prerequisites that should be met prior to your attempting to install MetaFrame Presentation Server 3.0. In addition to the hardware and software requirements, we cover licensing and the types of licenses involved in this process. Although you probably don't need to know the ins and outs of licensing, you should know what is required for your environment and what can break from not providing proper licenses.

Licensing Requirements

Licensing is easily the most complex subject in a server-based computing environment. The reason is not that the topic is hard to understand but that the vendors are constantly changing the requirements, and with frequent operating system upgrades and application upgrades, figuring out how to stay compliant is always a challenge. In this chapter, we briefly touch on the requirements because going into detail is beyond the scope of this book, which concentrates on the Citrix Certified Administrator exam.

You need to familiarize yourself with two major components: server licenses and client licenses. Let’s tackle the server licenses first.

Server Licenses

The first component to license should be the server operating system that will host all the other applications installed on it. It is important to understand what needs to be licensed on a Windows 2000 Server and Windows Server 2003 OS to avoid connection issues later.

Both Windows 2000 Server and Windows Server 2003 have the same licensing requirements with different upgrade paths. It is best to consult your Microsoft representative to ensure you are abiding by the Microsoft guidelines for Terminal Server (TS).

Two types of licenses are required when you are running Terminal Services with Citrix MetaFrame Presentation Server 3.0:

  • Windows 2000/2003 Server License—This is the core product license, the base Windows server operating system. You need a license to install the operating system.
  • Citrix MetaFrame Presentation Server 3.0 Server license—A license is required to install the MetaFrame server software. The nice thing about Citrix MetaFrame is you have to buy only one copy of the MetaFrame Presentation Server product. After you own a license, you can install it as many times as you want on as many servers as you like. The catch is that Citrix wants to charge on the connection licenses, which we discuss in the next section, instead of charging every time you install the server product.

Client Licenses

After tackling the server licensing requirements, we arrive at the client licensing requirements. Every client that accesses a Microsoft Terminal Server or a Citrix MetaFrame Presentation Server needs a client license to be able to access the resources on the server. You also need a client license to be able to log in and use the functionality of the MPS server.

The following license requirements should be addressed in any Terminal Server or Citrix MPS environment:

  • Windows 2000/2003 Server Client Access Licenses (CALs)—You need a CAL to authenticate and use other server resources such as printing or file sharing.
  • Windows 2000/2003 Terminal Server Client Access Licenses (TSCALs)—In addition to the CALs that are required, a TSCAL is also required. For a user to log in and use the Terminal Services functionality of the server, a TSCAL is necessary. It simply licenses the TS portion of the operating system.
  • Citrix MetaFrame Presentation Server 3.0 Connection Licenses—These licenses are needed to allow users to log in to the MetaFrame Presentation Server and take advantage of its services.
  • Citrix Migration Licenses—These licenses are used to migrate to a newer version of MetaFrame. For example, if you are upgrading to MPS 3.0 from MF 1.8 or MetaFrame XP, you can use your existing licenses and migrate them. Consult with your Citrix representative to see whether you qualify for these licenses.
  • Citrix Upgrade Licenses—These licenses are used to upgrade the version of MetaFrame within the same family. For example, if you have deployed MPS 3.0 Advanced Edition and you decide you need the features of the Enterprise Edition, you would purchase upgrade licenses from Advanced Edition to Enterprise Edition.
  • Application Licenses—These licenses are required for any applications that you install on the MPS server. You should consult with each application’s vendor as to how licensing is treated on a Terminal Server.
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