Add a Site to Smart Scale

Contents

Overview 

Smart Scale displays XenApp and XenDesktop Sites using the following methods:

  • Smart Scale discovers the Site automatically.
  • You add the Site to Smart Scale by installing the Smart Tools Site Agent on at least one Delivery Controller in the Site.

Site discovery

When you click the Smart Scale menu tab to display the XenApp and XenDesktop Sites page, Smart Tools automatically discovers and displays the following Sites:

  • Sites that use the XenApp and XenDesktop Service in Citrix Cloud.
  • Sites that you previously added to Smart Check.
  • Sites that you deployed using a Smart Tools blueprint. 

You can initiate discovery at any time by refreshing your browser.

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Add a Site and install Site Agents

You need to install the Site Agent and add your Site if one of the following applies:

  • Your Site was deployed on a supported hypervisor such as Citrix XenServer, VMware vSphere, or Microsoft Hyper-V, and does not already have the Site Agent installed.
  • Your Site was deployed with a Smart Tools blueprint that does not automatically install the Site Agent on Delivery Controllers during blueprint deployment. If you deployed your Site using the XenApp and XenDesktop with SQL blueprint, the XenApp and XenDesktop without SQL blueprint, or a custom blueprint that does not include the Register Site built-in step, you need to install the Site Agent and add your Site to Smart Scale. 

You don't need to install the Site Agent if one of the following applies:

  • You are using the XenApp and XenDesktop Service for your Site. Smart Tools coordinates scaling actions directly with this service, so no agent is required to use Smart Scale.
  • You previously added your Site to Smart Check. Your Site already has the Site Agent installed.
  • You used the Simple XenApp and XenDesktop Proof of Concept or XenApp and XenDesktop Proof of Concept blueprints to deploy your Site. Your Site already has the Site Agent installed. 

Adding your Site to Smart Scale involves downloading and installing the Smart Tools Site Agent on at least one Delivery Controller in your Site. The agent enables Smart Tools to communicate with and monitor your Site and coordinate scaling actions.

To ensure Smart Tools can monitor and scale your Site without interruption, Citrix strongly recommends installing the Site Agent on multiple Delivery Controllers in your Site. 

Prerequisites

Before you set up Smart Scale for your Site, you must meet the following requirements:

  • The Delivery Controller must support PowerShell 3.0, at a minimum.
  • Ensure the Smart Tools Agent is not installed on the Delivery Controller. If you deployed your Site with a Smart Tools blueprint, the Smart Tools Agent is installed on all servers in the deployment. To use Smart Scale with your Site, you must uninstall this agent from the Delivery Controllers before you install the Site Agent. 

Minimum user account requirements

After you install the Site Agent, Smart Tools prompts you to enter Citrix administrator credentials to set up Smart Scale. This allows Smart Tools to impersonate the administrator when performing monitoring and scaling activities. The Citrix administrator account you use must meet the following minimum requirements:

  • The account is assigned the Delivery Group Administrator role in Citrix Studio.
  • The account belongs to the Domain Users group in Active Directory.

To add a Site 

  1. Log on to a Delivery Controller as an administrator.
    Note: If you log on as a domain user that does not belong to the Domain Admins group, you can still install the agent; however, Windows might prompt you for administrator credentials during installation. Windows requests these credentials if your account does not have sufficient permission to install the agent. Smart Tools does not store or transmit these credentials.
  2. Open a web browser and log on to the Smart Tools web site.
  3. From the menu bar, click Smart Scale.
  4. On the Smart Scale page, click Add Site.
  5. From the Add Site page, click Download Agent and then run the CitrixLifecycleManagementAgent.msi file. Follow the wizard to install the agent. After installation, the agent registers the Delivery Controller with Smart Tools, which can take a few minutes to complete. After registering successfully, the Add Site page displays a green check mark indicating successful installation. Click Next.
  6. Enter the username (in domain\username format) and password for the Citrix administrator account you want to use and then click Add Site. The Citrix administrator account must have either the Delivery Group Administrator or Full Administrator role.
  7. To view the Site in Smart Tools, log on to Smart Tools and click Smart Scale. The Smart Scale page displays the newly added Site.

After you add your Site, Smart Tools analyzes it to discover the Delivery Controller and Delivery Groups it contains. Smart Tools then displays it on the Smart Scale page. 

To install the Site Agent on additional Delivery Controllers in your Site

  1. From the Smart Scale page, locate the Site you want to modify and click View Site.
  2. Click the Site Details tab and then locate the Delivery Controller where you want to install the Site Agent.
  3. Click Install Agent. Smart Tools installs the Site Agent on the selected Delivery Controller. 

When the Site Agent registers with Smart Tools, you receive an email notification. On the Site Details page, the Delivery Controller displays "Online" for the Agent status. Additionally, the Delivery Controller displays "Available" to indicate the agent is available to be the active agent if the currently active agent is offline.

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