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Citrix EdgeSight for Presentation Server 4.5 Citrix EdgeSight for Endpoints 4.5
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. 2007 Citrix Systems, Inc. All rights reserved. Citrix is a registered trademark, and Citrix Presentation Server and EdgeSight are trademarks of Citrix Systems, Inc. in the United States and other countries. Trademark Acknowledgements
Adobe, Acrobat, and Flash are trademarks or registered trademarks of Adobe Systems Incorporated in the U.S. and/or other countries.
Microsoft, Windows, Windows Server, and Internet Explorer are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks and registered trademarks are the property of their respective owners. Document Code: June 7, 2007 (MS)
C ONTENTS
Contents
Chapter 1
Overview
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Implementing Solutions with EdgeSight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Resolve System Performance Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Resolve Application Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Resolve Network Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Proactively Manage Hardware and Software Assets . . . . . . . . . . . . . . . . . . . . . .9 Capture and Store Data for Long Term Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Managing Licensing and Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50 Licensing and Compliance Scenario. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50 Displaying Application Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Chapter 8
C HAPTER 1
Overview
Citrix EdgeSight is a performance and availability management solution for Presentation Server and endpoint systems. Citrix EdgeSight monitors applications, sessions, devices, and the network in real time, allowing you to quickly analyze, resolve, and proactively prevent problems. This document provides guidelines and scenarios for using EdgeSight to ensure that end users in your enterprise have the required application and network resources to work more productively. This chapter describes solutions which can be implemented using EdgeSight and lists prerequisites for effectively using this guide.
Chapter 1
Overview
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C HAPTER 2
This chapter describes how to access various types of Citrix EdgeSight data, both on the Citrix EdgeSight Server and Citrix EdgeSight Agent databases.
Overview
EdgeSight collects performance and availability data on each device running the EdgeSight Agent. By default, a week of historical data is retained on the agent database. Data stored in an EdgeSight Agent database on a client device is called remote data. Remote data can be accessed from the EdgeSight Server Console, as described in Accessing and Using Remote Data on page 15. Data is consolidated and uploaded to EdgeSight Server where it it used as the basis for reports, which display data using tables, charts, and graphs. EdgeSight provides a broad range of standard reports. In addition, custom reports can be created using Reporting Services. For more information on using reports, see Accessing and Using Historical Reports on page 14. Each EdgeSight Agent continuously and unobtrusively compares critical performance parameters and conditions against history. When an abnormal condition is detected, such as high memory usage, excessive network delay, or a process fault, the agent generates an alert. If the alert criteria match a configured alert rule, the agent sends a real-time alert notification to the associated server. Alerts not matching an alert rule are uploaded with the rest of the days data. For more information on displaying real-time alert information, see Accessing and Using Real Time Alerts on page 20. Process fault alert rules enable the capture and storage of crash files. For more information on using crash files, see Accessing and Using Process Fault Data on page 20.
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Report List Navigation TreeUse the Navigation Tree to select the specific type of operation you want to perform or the type of report you want to display. Click the plus icon or the corresponding folder name to expand that portion of the list. Once a portion of the tree is expanded, click the minus
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icon or the corresponding folder name to contract that portion of the list. Page icons indicate the type of content displayed: A report icon indicates that a report will be displayed using default parameters. These reports are often summary reports. A report list icon indicates that the console page lists reports that you can display. A remote report icon indicates that a report will be displayed based on data from a specific agent database. You must specify a device name to display these reports. A wizard icon indicates a wizard that helps you step through a procedure, such as finding reports related to specific problems. A page icon indicates that the console page is a static page rather than a report. These pages are used to specify company settings, upload reports, set user preferences, and configure EdgeSight Server. Note that the Company Settings and Server Settings menu items are only displayed if you have the required administrative privileges.
Menu BarUse the Menu Bar to perform common operations on the current page, such as adding a page to your list of favorites, refreshing a page, printing a page, or displaying help for a page. Filter BarUse the Filter Bar to refine the list of reports displayed on a page. Once you select a report, use the Filter Bar to filter report data. Depending on the report selected, filter by department, group, time period, process, device, user, site, and other data types. Filter data to isolate information based on particular classes of processes, devices, or users and to quickly identify problems or trends. You can also filter data on nonreport pages such as the Current Alert List or the administrative and configuration pages. Click Go to apply filter parameters. Report ListUse the Report List to select a report for display. You can filter the list using the Filter Bar, or sort the list as required. Once a report has been generated, it is displayed in this area.
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Workers are units of execution in each EdgeSight Agent, typically scheduled to run at specific times of the day and when the machine or user is idle. You can remotely execute a worker when required. You can execute the following workers remotely: Data UploadThe Data Upload worker uploads all of the information from the EdgeSight Agent to the EdgeSight Server. This worker typically executes on a regular schedule to upload performance, usage and other asset information to the server. The Data Upload worker, depending on the activity of the computer, can consume noticeable resources so it should be used with care. Configuration CheckThe Configuration Check worker instructs the EdgeSight agent to check the EdgeSight Server for changes in its configuration. For example, new alert notifications or a change in the worker schedules.
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Real-time reports provide detailed information about the performance of specific devices. While historical reports help you assess trends across groups of systems, real-time reports help you resolve performance problems on specific systems. Real-time reports provide data that is both granular and recent, allowing you to investigate problems thoroughly and in a timely fashion. By connecting directly to a Citrix EdgeSight Agent database, the data available is of a finer granularity than that stored in the server database. By displaying the remote data in an Excel spreadsheet, you can customize and build your own views and graphics into the enormous amount of data that is captured by Citrix EdgeSight agents. Real-time reports display data in both five minute slices and 5 second slices depending on how large a time period of data is selected in the query. In addition, data is available as it is collected, with no need to wait for data to be uploaded to the server. EdgeSight provides the following types of real-time information: Summary Various summary graphs for a quick overview of what has been happening on the machine. AlertsDetailed alert information for the device over specified time period, including system performance and context at the time that the alert condition occurred. SystemMemory, processor, network, and I/O statistics and the default perfmon performance counters. System Compare and Presentation Server SummaryDisplays performance counters from multiple devices for use in comparing system performance. The data is presented by device and also by counter, allowing you to view overall performance for each system or to directly compare counter values across systems. NetworkDetailed network performance information (volume, round trip time, and delay) by host, application, protocol, or user over the specified time period. Presentation Server User SummarySystem, session, and application performance counters for a specified user and Citrix Presentation Server system.
In addition to these reports, you can also perform a trace route, display a process list for a device, or find the EdgeSight Server associated with a managed device. The following scenario describes how you might use real-time reports to resolve a performance problem:
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There are indications that a device is at risk for experiencing performance problems. These indications could include the device appearing as a leader in a memory usage report, or a sharp increase in the number of memory-related alerts or a user calling you and complaining of a system problem. A first step might be to invoke the Summary report to inspect the overall state of the system. You can adjust the timeframe of the report to show more data as required. To adjust the timeframe, navigate to the Start sheet, change the start and end times and click Update. (By default, the start time is set for 7:00 AM of the current day, and the end date is set to the current date and time.) Spikes in resource usage may indicate a specific area and timeframe for further investigation. Next, you can display the System report and look at memory-related performance counters. Double-clicking on a data point in the chart displays process performance for the related time period which may expose high memory usage by a particular process. After drilling down to display process performance data, you can select another counter to display using the Counter drop-down menu or change the number of processes display by changing the value in the Top field. This enables you to broaden your investigation to look at different aspects of performance and a larger set of applications. You can also approach the problem from the point of view of looking at specific alert conditions. Display the Alerts report and double click on a memory-related alert to display performance counters and device context before and after the alert was generated. Three graphs are displayed showing CPU and memory, I/O, and network statistics. The red line on the graphs indicates the time that the alert condition occurred. A table of applications and tasks indicates what applications the user was using prior to and slightly after the alert occurred. In some cases, you may want to compare the device performance with another device to determine whether the problem is specific to the device in question. Use the System Compare report to display data for multiple endpoint devices, or the Presentation Server Summary report to display data for multiple Presentation Servers. You can first compare the overall performance for each device and then directly compare specific counters on both devices. You can specify a list of devices in which you are often interested and set the start and end date and time to capture the last fifteen minutes of data. The resulting report serves as a very powerful real-time dashboard. Once the spreadsheet is configured the way you want it, you can save it for reuse at a later date. As you can see, real-time reports provide quick access to detailed data and give you a means to investigate a problem from multiple perspectives.
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Date and End Date fields to adjust the time frame for the report. Click Update to redisplay the chart after entering the new dates or changing the device name (directly from the spreadsheet). By default the spreadsheet sets the start date to 7:00 am of the current day and the end-date to the current time. ChartDisplays charts showing performance counter data. Click on data points in charts to drill down to related or more detailed data. Depending on the report, there may be multiple chart pages. DataDisplays the five-second or five-minute data underlying the charts. For many of the charts different granularities of data are displayed depending on how large a time period is queried from the remote device. If you select a large period time and the Citrix EdgeSight agent were to try and return a large dataset then it would take too much memory, time, network bandwidth and, most importantly, would overburden the remote device. Note that in some spreadsheets the data is captured and populates the same sheet as the graph, while other spreadsheets record the entire recordset as a separate underlying sheet. It depends on how the data is organized on the remote database and how it is retrieved.
Chapter 2 System Compare (endpoint devices) or Presentation Server Summary Network Performance A data point in the endpoint performance chart for a device A data point in a volume chart A data point in a delay/ RTT (round trip time) chart A data point in any chart
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Connection and transaction volume by host, application, protocol, or user Connection and transaction delay by host, application, protocol, or user Process/session performance
Customizing Reports
When using the System Performance or System Compare reports, you can change which counters are shown in a chart and, in some cases, add counters to a chart. This capability is most useful when using real-time reports to actively investigate a problem. You can also customize a report using the embedded Visual Basic for Applications (VBA) source code. Adding a counter is the easiest way to display more data in a chart. For example, open the System Performance report for a device. Note that the performance counters are listed in the table to the right of the chart. If the table is full, you must replace one of the existing counters to display a new counter. Navigate to the SysPerfCompute sheet and select the name of the counter you want to add to a chart. (It is best to use the computed data rather than the raw data found in the SysPerfData sheet.) Copy the counter name, return to the SysPerfChart sheet and paste the counter name into the table. Set the scale value as required. In most cases, the relationship between performance counters is more important than the absolute values. Decreasing the scale values for those counters with high absolute values provides a more easily readable chart. Return to the Start sheet and click Update to refresh the report and display the new counter on the chart. The Visual Basic for Applications (VBA) code is embedded in each report, allowing you to use the Visual Basic Editor to edit the code that retrieves the data from the remote device and generates the charts. Open the report you want to modify and select FileSave As from the browser menu to save a copy of the report. For information on Excel, see Office Developer Center: Excel at http:// msdn.microsoft.com/office/understanding/excel/. For information on VBA, see ISV Community Center: Visual Basic for Applications at http://msdn.microsoft.com/isv/technology/vba/default.aspx.
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C HAPTER 3
This chapter provides a general procedure for identifying, investigating, and resolving system performance issues identified by Citrix EdgeSight. Performance issues can be difficult to evaluate. Given a users complaint, a support person would have to login to the users machine remotely or locally and run certain tools to track down pertinent information. Task Manager can show current processes and their resource and network usage. System Monitor can be used to evaluate multiple potential performance bottlenecks. Event Viewer can be used to find certain errors. These are useful tools, but they require the support person to login or connect to the system to evaluate the situation, and most only do realtime reporting with no ability to compare to historical data. EdgeSight provides a centralized console for use in investigating performance problems and offers a wide range of both real time and historical reports. This chapter covers the following topics: System Performance Scenario Displaying Recent Alerts Displaying the Historical Performance for a Device Display Asset Changes Display Resource Utilization Information
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What other processes were running at the same time and were they tying up resources?
What is the general system information for the machine (such as CPU, total memory, operating system version, and make and model)? Were there any changes on the system (software or hardware) before the user started experiencing performance degradation? How much hard drive space is available? Generally, how much memory and CPU has the system been using during the course of a work day? How does this compare to last month when the system was running well?
EdgeSight makes gathering all of this information possible from a single console without requiring the support person to login to the users machine. It also provides historical data so that the support person can detect trends in performance data and evaluate where and when things might have changed. The support person should start by checking the Current Alert List to see if there are any errors, faults or not-responding alerts. They can then drill into the details of the alerts and connect remotely to the machine to display data from the EdgeSight Agent database. From here they can see process information and network connections as they looked at the time of the error.
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applications. These changes could give clues as to the source of the performance degradation. The following reports should also be generated in order to check possible performance bottlenecks. These can be compared to the historical data retrieved over the last month. Disk Usage for a Device by Day Memory Usage for a Device by Day System CPU for a Device by Day
You may also want to check the following reports: New Processes for a Device Process Errors (or Process Faults) for a Device by Day Compare the errors or faults to those displayed in the real time data.
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Navigate to Devices > Performance > Performance Summary for a Device. Type or browse for the name of the system in the Device field and click Go. Click on a data point in any chart to display detailed data for the associated performance metric.
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C HAPTER 3
This chapter provides a general procedure for identifying, investigating, and resolving Presentation Server session performance issues identified by Citrix EdgeSight. This chapter covers the following topics: Session Performance Scenario Displaying Session Latency Data Displaying Round Trip Time Data Displaying Client and Server Session Startup Time Data Displaying Real Time Session Performance Data
What is the ICA session round trip time and how has it changed? What are the session startup times from both the client and server perspective?
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session startup time for both server and client. Performance data is also available from a network perspective, such as latency, ICA round trip time, and ICA traffic. EdgeSight also provides session experience monitoring (SEMS) metrics which show the health of a system from the point of view of an end user. For example, a Presentation Server metric may report that the server has reached a high percentage of CPU utilization. From the users point of view, if their applications remain responsive and their overall experience of using the system is acceptable, then CPU utilization may not actually be a problem. In another instance, the Presentation Server metrics may not indicate a problem, but a fault between the Presentation Server and the end user may be causing severe usability issues. The collection of SEMS data is dependent on the following set of software components: EdgeSight 4.5 Agent running on the Presentation Server Presentation Server 4.5 Enterprise or Platinum Edition ICA client version 10 or greater
You may also want to compare the latency for this user against the latency for other users. Return to the list of ICA reports and select Highest ICA Session Latency for a User Group by User. Expand any row of the report to display session details and latency.
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Network round trip time (RTT) is based on network latency. Network latency is the detected network latency between the ICA client device and the Citrix Presentation Server. Unlike the ICA round trip metric, the network round trip is largely independent of processing time on the client or server. The ICA round trip time is the time interval measured at the client between the first step (user action) and the last step (graphical response is displayed ), as calculated by the session experience monitoring service. The ICA round trip metric can be best thought of as a measurement of the screen lag that a user experiences while interacting with an application hosted in a session on a Presentation Server. To display round trip time data: 1. 2. Navigate to User > Network > ICA > ICA Round Trip Time for a User by Day. Type or browse for the name of the user in the User field and click Go. The report is displayed, showing both average and maximum network and ICA RTT by day. Expand any row of the report to break down RTT by session.
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for startup times, return to the Sessions report list and select Startup
the recommended method for locating an active session for a specific user. This method requires existing credentials for logging in to the selected farms.
4. Select the checkbox next to the farm name to select a farm to be queried. If necessary, filter the list of farms by department or group, or farm name. Note that you can only select farms for which default credentials have been defined, as shown in the Credentials column. Click Next. Select a user session from the list and click Next. Click the checkbox next to the devices to be included in the report. Click Finish to display the report. Note that by default, the report only displays the last 15 minutes of data. You can change this time period as required. Click on a data point in the Session Performance chart to display additional details, including client and server startup times.
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C HAPTER 4
This chapter provides a general procedure for identifying, investigating, and resolving application issues identified by Citrix EdgeSight, in this case, a process fault. Although the scenario is based on a specific problem, the basic steps of the procedure can be applied to a range of application issues. This chapter covers the following topics: Application Problem Scenario Problem Notification and Initial Investigation Using Remote Data to Discover Problem Context Displaying Recent Hardware and Software Changes Using Crash Reports to Investigate Application Problems Comparing Overall Device Performance to Peers
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This scenario assumes the following: An alert rule has been created for Process Fault conditions. The alert rule has an associated alert action that results in a notification email being sent to the help desk. Refer to the Alert Rules Setup topic in EdgeSight Server Online Help for information on creating alert rules and specifying alert actions. Help desk and/or application support personnel have been granted administrative privileges on the remote device. Receive NotificationA help desk support person receives email notification of a crash of a critical application in their business unit. The help desk support person navigates to Real Time > Alerts > Current Alerts and selects the real-time alert corresponding to the end users problem. This step provides a starting point for the problem analysis. If the problem resolution is not readily apparent, the issue is forwarded to application support. Collect Historical ContextThe application support person navigates to Real Time > Remote > Alerts for the device and looks at the context of the alert. Identify Recent ChangesThe tech will also go to Devices > Configuration > Software Asset Changes for Device (and also the corresponding report for hardware) to see what recent changes have been made to the device. An additional view of what may have changed on a group level is provided by Processes > License & Utilization > New Processes for a Group. Collect and Forward Data to Application DeveloperThe issue can be forwarded to an application support specialist if required. The crash report provides detailed contextual information about the state of the device before and at the time of the crash plus a crash file. Compare Device Performance to PeersSupport personnel use Devices > Performance > Performance Summary for a Device to provide an overall view of the device. The Performance Summary by Device report can be used to compare the devices performance to that of its peers.
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You can also use the categorized alert reports (Real Time > Alerts > Alert Reports) to display filtered alert information. In this scenario, the Alerts for a Group By Process or By Device reports are applicable.
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Note Unless your EdgeSight Server administrator has changed the default agent settings, administrative privileges are required on the remote device to be able to display a remote report.
1. 2. An alert is routed from the help desk to application support for further investigation. From the EdgeSight Console, navigate to Remote > Alerts, and filter on the device. The Remote Alerts report shows the alert information stored in the EdgeSight Agent database for the device. The default time period is the current day, starting at 7:00 AM. Depending on when the problem occurred, you may need to select a longer time period to display the specific alert. Click on an alert to display contextual information, including CPU and memory usage, I/O statistics, network usage, and task history. Click on a data point in the CPU and memory, I/O, or network charts to display additional detail. Each type of contextual information supplies a different view of the system environment leading up to the alert condition. For example, task history can detail user-initiated tasks which may have contributed to the problem, while system performance metrics can expose CPU or memory usage levels which may indicate a poorly performing system. In addition to the contextual information, examine related previous alerts. In some cases, an alert can be preceded by related alerts indicating a problem with an application. For example, application fault alerts are sometimes preceded by application not responding errors.
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You can also investigate system changes (both hardware and software), as described in the next section.
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1. 2.
Navigate to Devices > Configuration > Software Asset Changes for Device and filter on device. The software assets for the device are listed. Click All Changes in the Asset Summary table to display recent software changes on the device. Note that the class listed is a link to the applicable application class documentation. Navigate to Devices > Configuration > Hardware Asset Changes for Device and filter on device. The hardware assets for the device are listed. Click All Changes in the Asset Summary table to display recent hardware changes on the device. An alternate view of what has changed in the environment at the group level is provided by the new processes report. Navigate to Processes > License & Utilization > New Processes for a Group to display the newest applications.
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Settings > Server > Device Management > Groups and create a group for comparison, such as a group of machines with the same operating system, or machines performing similar tasks. 3. Navigate to Devices > Performance > Performance Summary by Device and filter on the group containing the device on which the problem occurred to see how the device compares to other devices in the group. If further investigation is required, application support can route the alert to an application developer with a request to examine crash reports.
C HAPTER 5
This chapter provides a scenario for using Citrix EdgeSight data to identify, investigate, and resolve network problems. Supporting the network can be difficult when all too frequently we are left with little or no information about the performance of the network, such as metrics on where the most traffic is being generated from, what the average delay is from a branch office to a server at headquarters, or which applications are most responsible for network volume. In addition, this information is rarely in a central location. With EdgeSight, network performance metrics are continually being measured. This makes it easy to retrieve historical network activity and compare that to recent data to help determine the source of network latency or other issues. Additionally, tools such as TraceRoute can be initiated on any device from the EdgeSight Server Console without visiting the machine. This chapter covers the following topics: Network Problem Scenario Identifying Network Problems Comparing Current and Historical Network Delay For a Single Device Comparing the Network Delay on a Device with Other Devices Finding Machines with High Network Volume Finding Network Segments with Slow Response Times
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The network administrators want to answer the following questions in order to help isolate the problem: Does the network delay (latency) on the users machine indeed differ today compared to a week ago? Are other users in the branch office experiencing delay to that same server? Are other users in other offices experiencing delays to that server? Are any machines at the branch office generating an unusual amount of network volume that could be restricting bandwidth? If so, which application is responsible for the volume? Of all of the segments between client and server, which seems to be especially slow?
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Expand any date to display detailed network delay metrics. This allows you to determine which devices were experiencing significant delay. You may also want to display this report against other groups of machines to determine if the problem is isolated at the branch office, or is occurring in other offices as well.
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The results give you the average return time of each segment. This information can be used to help determine if there is a particular segment along the path between the users machine and the server that may be causing the latency.
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C HAPTER 6
This chapter provides scenarios for using Citrix EdgeSight data to manage software and hardware changes in your environment. This chapter covers the following topics: Using EdgeSight for Capacity Planning Managing Application Rollout Managing Multiple Application Versions Managing Licensing and Compliance
Longer term, they want to evaluate the ability to handle the deployment and usage of a new CPU and memory-intensive application.
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Having already evaluated the new application and determined the CPU and memory requirements, the IT support team for the Sales division needs to determine which users, if any, will need more memory or faster CPUs in order to comfortably use the new application. They can do this by adding the resource requirements of the new application to the current average resource usage on each machine. Compare that to the determined minimum baseline and you can easily extrapolate which machines do not have the required capacity. EdgeSight can give the IT support team the current average resource utilization for each machine in the Sales division. This is most often the key missing piece of information. The IT team may have the requirements of the new application and know what the minimum baseline resource usage is, but do not always have the real usage data from desktops. To display the required information on actual resource usage, navigate to Device > Performance and go to the specific report list for the resource (CPU, Memory, or Disk).The summary reports (CPU Summary, Memory Summary, and Disk Usage Summary) are particularly useful in displaying an overall view of resource usage. Filter the results of these reports by choosing the Sales department from the filter drop-down list.
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From a central location, monitor the stability of the pilot machines after the deployment of the new application Compare this stability to what it was before the deployment Gather specific error messages or other data related to instability in order to solve the issues.
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EdgeSight collects all the data that John is planning to use in his evaluation. The historical performance and stability metrics are already there for his pilot machines and EdgeSight will continue to gather this data throughout the duration of the pilot. John now needs to organize the data and generate the right reports to meet his needs. Start by creating a filter group that contains all of the machines in the pilot. This can be done by either creating a query based group that automatically places any machine with the LOB application installed into the group, or by manually adding the machine names to the group.
Note You will require the Edit Public Groups premission in order to create a new group or edit an existing group.
Using the Memory Summary report, show average memory usage for the group before the deployment of the application and then again to show average memory usage for the time period after deployment. Using the CPU Summary report, show average CPU usage for the group before the deployment of the application and then again to show average CPU usage for the time period after deployment. Using the Alerts for a Group by Device report, show alerts generated from the group during a time period before deployment and then again for the time period after deployment.
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6. 7. 8. 9.
Choose whether you want to make this group available to other EdgeSight console users or make it only visible to yourself. Select the Take me to the Add Members Page checkbox and click OK Create the Group. On the Edit Members page, choose Devices in order to add members to the group by their names. On the Edit Device Members page, you have several options for choosing devices. If all device names that you want exist in a text file you can import that list by choosing Import File at the top of the page. Otherwise, you will need to either browse for the names by entering information in the Department and Filter fields and clicking Go or by typing each name in the Device field and clicking Add Member.
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Click Next and then Finish to create the group. After completing the group creation, your new group will now appear as an option when filtering reports anywhere within the EdgeSight console.
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Select a date range that is from the point of deployment onward. To see alerts generated before deployment, run the report again with a date range that starts and ends before deployment of the new app. 4. 5. The results show the alert count for each machine in the group for the given date range. Expand the row associated with a machine name to view actual alert messages and times.
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To find other machines running the same version of an application, do the following: Navigate to Processes > Licensing & Utilization and run the Usage for a Process by Day report. To run the report, you will need to filter to show only the process you are interested in and only the specific version of the process. Another useful report, located on the same report list, is the Usage for a Category by Day. This allows you to expand a day and display all versions running of the application. You can click on a specific version number and then display the Usage for a Process by Day reports for that application and version.
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EdgeSight maintains application usage data. This data can be archived over the course of the year so reports will be easily accessible. To display the required application usage information: Use the Usage for a Process by Day report to show all usage of a particular version of an application during the course of a quarter or month. Use the Usage for a Category by Day report to see all the usage of a particular category or set of applications during the course of a quarter or month.
Note These reports can be generated for any time frame for which data is available. A quarter and a month are used for the sake of this scenario partly because the default is to groom process usage data after 90 days.
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C HAPTER 7
This chapter provides guidelines for transferring Citrix EdgeSight data to long term storage for using in analysis and recordkeeping. Archiving and warehousing data provides continued access to large amounts of data while ensuring optimum performance from your Citrix EdgeSight server.
Archiving Data
This section describes how to archive Citrix EdgeSight data for use in long-term reporting and record keeping. Citrix EdgeSight collects a wide range of performance, availability, and usage data about end-user systems, applications, and the network. Citrix EdgeSight Agents collect data from end-user systems or Citrix Presentation Servers and upload it to a Citrix EdgeSight Server. On the server, it is stored in a database which serves as the data source for a report server. Because of the large amounts of data collected, data is groomed from the database after a configurable number of days, depending on the type of data. Data required for long-term use, such as trend analysis, compliance documentation, and capacity planning, should be archived in preference to relaxing the grooming configuration. Data archiving ensures that required data is available for long-term reporting without compromising the performance of Citrix EdgeSight in day-to-day operations. Archived data can serve a number of purposes. For example, Citrix EdgeSight tracks application usage for use in calculating how long an application is active, collecting active tasks and applications for crash reports, and usage counts for license tracking. Archived application usage data can be used as follows: document compliance with license agreements plan application license purchases provide data for use in software audits and compliance programs
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Note Depending on your reporting needs and the data retention policies of your enterprise, you may want to consider data warehousing. See Warehousing Citrix EdgeSight Data for more information on defining a data warehousing strategy.
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Once the required data is identified, use the SQL views to select the individual data items to be warehoused. (For a complete description of the views, see the Accessible SQL Views topics in the EdgeSight Server Online Help.) Use the inserted_date field in a SQL view to select records inserted after a specific date and time. (This feature was introduced as of EdgeSight 4.1.) SQL views provide both stability and ease of use, as compared to selecting data based on the database schema. While the underlying database schema may change, Reflectent will make every effort to only extend the views by the addition of columns. When selecting data based on views, it is best practice to select the specific columns you want to archive. When writing SQL scripts for archiving EdgeSight data, do not use a statement with SELECT *. As the views are extended, this could cause the script to fail. By selecting specific columns, you avoid problems if columns are added to views at a later date. Citrix EdgeSight provides the following views intended for use in archiving: Citrix EdgeSight for Endpoints views Alert archive Incoming alert archive Application performance archive Application usage archive Application network performance archive Application network transactions performance archive Drive space archive Light trace event archive System performance archive Asset summary archive Asset detail archive
Citrix EdgeSight for Presentation Server views Client startup performance archive Environmental usage archive ICA roundtrip performance archive Server startup performance archive System performance for a device System performance for a session
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Note For a less formal and more lightweight approach to data retention, consider using archive reports as a means of storing data, as described in Using Archive Reports to Warehouse Data on page 60.
The production server should be on a dedicated server with the warehouse database on a separate server. The report server used to create reports from the data warehouse can either be on the same server with the warehouse database, or on a separate server. The following figure shows the components involved in the data warehousing solution.
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Index
A
ActiveX Control 15 administrative privileges 15, 34 application using EdgeSight to manage rollout 45 applications using EdgeSight to manage versions 48
N
network delay comparing current and historical 39 comparing devices 39 network problems resolving 37 network round trip time 29 network volume identifying 40
C
capacity planning using EdgeSight to manage 43 client session startup time 29 compliance using EdgeSight to manage 50 Configuration Check worker 15 crash reports 35
P
Presentation Server Session Wizard 30
R
real time reports 15 Related Reports 14 remote reports 15 reports historical 14 real time 15 related 14 remote 15 resource usage displaying 44 round trip time (RTT) 28 RTT See round trip time
D
Data Upload worker 15
H
hardware asset changes 34 historical reports 14
I
ICA round trip time 29 ICA session latency 28
L
licensing using EdgeSight to manage application licenses 50
S
SEMS See session experience monitoring server session startup time 29 session experience monitoring 28 session performance 27 software asset changes 34 Support Wizard 14
M
memory usage displaying 47
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T
Trace Route 40
W
worker Configuration Check 15