Hands-On Training
MetaFrame Conferencing Manager
Stephane Lalonde
Systems Engineer
Agenda
Citrix MetaFrame Suite
Business Overview
Features
Architecture
Design
Installation
User Interface
Exchange Integration
Troubleshooting
Competition
Packaging, Pricing & Availability
Partners – What’s next
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Citrix MetaFrame Suite
Citrix MetaFrame Suite
MetaFrame XP
Presentation Server
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–
–
–
–
Any application
Any device
Web-enabled
Simplify application
deployment
Reduce TCO
MetaFrame Conferencing
Manager
– Dynamic application
conferencing
– Improve meeting
productivity
– Reduce travel cost
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MetaFrame Secure
Access Manager
–
–
–
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Secure access to
application and
information
Single-point access
Role-based access
Easy deployment
MetaFrame Password
Manager
–
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Simplify end-user
access
Increase security
Reduce help desk costs
any number of people
any location
The
On-Demand
Enterprise
any connection
any device
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MetaFrame Conferencing Manager Business Overview
Citrix MetaFrame Conferencing Manager
The most productive way for teams, regardless of their
individual locations, source, connection or device, to
work concurrently and collaboratively on the same
applications and documents.
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Benefits
Increase productivity
Capture key decisions faster
Boost meeting productivity
Reduce travel costs
Increase return of current
infrastructure
Reduce training costs
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Customer Dilemma – Presentations
Who is currently dialed in?
That’s not
my slide 14!
What’s the dial-in?
I don’t have
that document!
I need a copy of
the presentation
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Customer Dilemma – Collaboration
When can we get together?
Do we have a meeting room booked?
Send me the revised document?
How much will this trip cost?
Who will merge the final document?
How do we review the document?
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Customer Dilemma – Training
How much does travel cost?
How often do you have to go back?
What happens to people who missed
the training?
Do we have enough computers for
training?
Who will configure the training room?
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Solution
Allowing easy, effective and secure
collaboration
Enabling anywhere, anytime
application conferencing
Easily and quickly coordinate meetings
Integrate with MetaFrame XP and
Microsoft Exchange
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Solution
Create, share and edit within any
application
Application not required on client
Easily execute application conferencing
meetings
Manage conferences with an easy, intuitive
UI
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Solution
Consistent UI for all devices
Cost efficient
Maintain the level of security provided by
internal infrastructure
Documents do not leave the confines of the
internally secured environment
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Features
Key Features
Easy, intuitive interface
Seamless MetaFrame integration
Integration with Microsoft Exchange
Private conferences
Dynamic mouse and keyboard control
Attendee management
Private message
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Seamless MetaFrame Integration
Standard application install and deployment via
MetaFrame Presentation Server
Application Embedding via
MetaFrame Secure Access Manager
No new servers or infrastructure required
Connections secure through secure gateway
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Seamless MetaFrame Integration
Any application in
MetaFrame XP
Presentation
Server farm
available for
conferencing
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Seamless MetaFrame Integration
Standard application install and deployment via
publishing via MetaFrame Presentation Server
Application Embedding via
MetaFrame Secure Access Manager
No new servers or infrastructure required*
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Integration with Microsoft Exchange
Coordinate meetings
using Microsoft
Outlook
Maintain a single
calendar for all
meetings and
conferences
Instant conferences
available without
Microsoft Exchange
integration
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Private Conferences
Users see only the
conferences they can
attend
Only invited users
have access to the
conference
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Dynamic Mouse and Keyboard Control
Control which users
can manipulate
documents
Pass mouse and
keyboard control to
other users
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Attendee Management
Easily add
attendees after
conference has
started
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Architecture
Architecture – Components
Architecture Components
Conference Organizer (CO)
Conference Room (CR)
MetaFrame Conferencing Manager Client
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Conference Organizer (CO)
NT service
Independent of MetaFrame XP
Installs on any Windows 2000 or 2003 server
Maintains meeting and load information
–
Location, meeting state (started, ending), etc
Communicates with client and CR
1 per farm only
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Conference Room (CR)
Installs as a hidden application in farm and
NT service
Client embeds CR in UI via ActiveX
Multi-user shadowed session
Tracks all server meeting information
–
Attendees, keyboard/mouse control etc
Communication interface for CR and client
Installed on MetaFrame servers
Install on additional servers for increased
performance
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MetaFrame Conferencing Manager client
User facing component
Published via MetaFrame XP
Win32 application developed by Citrix
Displays meetings, documents, invitees from
CO for instant
– MS Exchange for scheduled
–
Obtains data from Microsoft Exchange
Scheduled meetings
– Attachments
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Architecture
MS Exchange
CO
Manager Client
MF XP
- XML
1.
2.
User
3.
CR
launches
4.
CO
queries
5. Client
User
connects
to
interface
and
appears
Citrix
XML
requests
tofor
MetaFrame
queries
embedded
published
launch CO for
Conferencing
location
of CR
within
user
application
published
Manager
Client
component
interface
information
for
application
in
hosting
user
conference
requested
which appears
conference
embedded.
CR
MF XP – with
pub. apps
Client Devices
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MetaFrame XP
Farm
Design
Design – Selecting Servers
Design - Single Server
All components installed on MetaFrame XP
server that is member of current farm
Install CO, CR and client on server
Pros:
Reduce hardware requirements
– Great for small number of users
–
Cons:
No redundancy
– Limited by resources of single server
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Design - Multi Server
CMCM client and applications installed on some or all
MetaFrame XP server that is member of current farm
CO, and CR installed on a new MetaFrame XP server
dedicated for conferencing
CR installed on additional MetaFrame XP servers
dedicated for conferencing
Pros:
– Reduce the
– Allow more
Cons:
– Must
load of applications
users in a conference
monitor the resource used by CMCM
client
– Servers must be part of domain (cannot be a
workgroup)
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Design - Configuration
1 CO per farm – This should be installed on
high availability server
Each conference being held uses its own
conference room
Using CR on different servers allows for more
conferences
Each conference is run in a single CR.
Dedicated CR servers will allow for the
maximum amount of users per conference
You gain performance improvements by
installing the CM user interface and CR/CRS on
multiple servers
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Design - Configuration
To minimize network traffic the CO contacts the
primary server for the XML service
The primary server for the XML service should
be the data collector
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Design – Pass-Through
Authentication
Design – Pass-through
2 logon prompt
1st is to start the MetaFrame Conferencing
Manager user interface
2nd is to start the Conference Room which
starts as embedded application
Enable pass-through authentication to
eliminate either the initial or the subsequent
logon prompt, or both.
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Design – Exchange Integration
Design - Exchange
Benefits of Exchange Integration
Leveraging email and calendar features of Outlook
– Reduced scheduling conflicts
– Sending conference agenda and preview items to
attendees
– Scheduling a conference on behalf or another person
–
If Outlook is installed on the same server as
the Conferencing Manager UI, Exchange
integration is enabled
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Design – Other
Design - Other
Licenses are monitored and users will not be able to join
conference unless a license exist
Scheduling a conference does not reserve licenses
License is based on concurrent usage.
An active conference participant is defined as a user
that is in an active conference. Just launching the client
and reviewing the conference list will not decrement
your CCU license count.
It is recommended to use the latest ICA client
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Design - Other
Same as Shadowing
25 users is a soft maximum
# of Meetings dependent on # of Servers
No cross farm collaboration
NDS applications does not work
Invitation by NT group does not work
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Deployment - Installation
Installation Options
Manual installation
Silent installation
MSI deployment with Installation Manager,
Active Directory or SMS
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Deployment – Silent Installation
Msiexec /I <full_path_to>CMCM.msi /<q group
option> <Property>…
Group option – “/q n|b|r|f|n+|b+|b-”
qn – No user interface
– qb – Basic user interface
–
Property – CMCMCFG_PARS, ADDLOCAL |
REMOVE, INSTALLDIR, LOCALUSER,
CITRIXSUERNAME, PASSWORD, DOMAINNAME,
TRANSFORMS
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Installation
Installation
Conference Organizer
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Primary Citrix XML server and port
Backup Citrix XML server and port
Conference Room
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Must be on MetaFrame XP server with SP3
Farm credentials
Conference Organizer server name or IP
Licensing Information
–
NOTE: Use IP, FQDN or NetBIOS name to specify
servers
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Installation
Conferencing Manager User Interface
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–
Farm credentials
Conference Organizer Server
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NOTE: Use IP, FQDN or NetBIOS name to specify
servers
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MetaFrame Published Applications
Two Published
Applications
are created
Conference
Room (hidden
to users)
– Conferencing
Manager client
– the UI
–
Do not rename
the hidden
application
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Installation - Hotfixes
MCM200W001
–
Allows you to launch a published application on a
server other than the server where the Conference
Room component is installed when there are doublebyte characters in the application name.
MCM200W002
Resolves the problem where that status bar help tips
for some of the menu options were incorrect
– Users of the Spanish language version were unable to
leave or end conferences
–
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Installation - Licenses
Licensing Tasks:
Installing the License via CMC
– Activating the License via CMC
– Specifying the Conference Room License Type
through the Citrix MetaFrame Conferencing Manager
Configuration Tool
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Installation – Pass-Through
Autentication
Initial Logon Prompt
–
If using Program Neighborhood Client, enable passthrough authentication for the PN Client on the local
client device
Subsequent Logon Prompt
–
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Enable pass-through authentication for the passthrough authentication for the PN Client on the server
that hosts the MetaFrame Conferencing Manager user
interface.
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Lab 1: MetaFrame XP FR3
Install a server as a member of a new farm
Publish Notepad and IE and connect using Web
Interface (Nfuse Classic)
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Lab 2: Install and Configure MetaFrame
Conferencing Manager
Install MetaFrame Conferencing Manager
Create an instant conference
Join the conference as a different user
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User Interface
User Interface – Roles
Roles
Conference Organizer
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–
Schedules a conference in advance using Outlook
Appoints a conference host to start and run conference
Conference Host
–
–
–
A person appointed by the conference organizer to be the
conference host
A person who creates and starts an instant conference
using the Conference Manager client
Grants or denies attendees keyboard and mouse control
Conference Attendee
–
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A person invited to join a conference
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User Interface – Creating
Conferences
Creating Conferences
Instant MetaFrame Conferences
Use when there is no need to give attendees
advanced notice
– Use if Exchange is not integrated
–
Schedule MetaFrame Conferences
Schedule a conference ahead of time
– Use Microsoft Outlook to create an appointment
– Users invited define list of conference attendees
– Icon in appointment provides easy access for
attendees to join meeting
–
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User Interface – User Access
Meeting list shows all your meetings, both
scheduled and instant – start or join any meeting
Create an instant meeting
Tabs allow different data views …
Description - dial in information or other text
Attachments – included in original meeting request
Attendees – Those invited to selected meeting
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Architecture and User Process
Start/Join a meeting
– Queries CO for CR
server information
– Client makes an ICA
connection to the CO
identified CR server
– Conference Room
hidden app is
embedded within
client through ActiveX
– Meeting attendees
shadow the session on
the CR server
Conferencing Manager
client
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Conference Room hidden
application
The Meeting Room
Auto-hide menu bar
Switch between Full
Screen and Window view
Attendees
Applications
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Work area supports multiple applications …
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Exchange Integration
Exchange Integration
With the integration of Microsoft Exchange,
users are able to create and join conferences
using Microsoft Outlook
Turns any Outlook calendar appointment into a
MetaFrame conference.
Schedule meetings in advance
Integrates with Exchange 5.5 and 2000
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Exchange Integration Installation
Exchange Integration - Task
1. Install Outlook on every MetaFrame XP
server that you will be installing the MetaFrame
Conferencing Manager User Interface
2. Create an ICA file to launch the
Conferencing Room published application
3. Install the Conferencing Manager Custom
Outlook Form
4. Install the Conferencing Manager Outlook
Add-In button
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Exchange Integration – Task 1
1. Install Outlook on every MetaFrame XP server that
you will be installing the MetaFrame Conferencing
Manager User Interface
You must install Microsoft’s Collaboration Data Objects
(CDO) with Microsoft Outlook.
Configure Outlook profile in every user’s Window profile
with Logon network security set to Password
Authentication
Use Roaming profiles
Configure Outlook to be the default email client on each
of these servers.
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Exchange Integration – Task 2
2. Create an ICA file to launch the
Conferencing Room published application
After ICA file is created, add parameters to
enable pass-through authentication
The ICA file will be embedded in the
Conference Manager custom Outlook form
Gives the end-user a way to click an icon to
launch the Conference Manager User Interface
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Exchange Integration – Task 3
3. Install the Conferencing Manager Custom
Outlook Form
This form is used to create conferences via
Outlook
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Exchange Integration – Task 4
4. Install the Conferencing Manager Outlook
Add-In button
This button, when clicked launches the custom
MetaFrame Conferencing Manager form to be
used to schedule a meeting
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Exchange Integration - User
Interface
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MCM specific Settings
Book your meeting as normally done including any MCM specific settings
(See next slide on specific settings)
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Architecture and User Process
When client
launches
Queries Exchange
via Outlook API’s
– Shows today’s
scheduled meetings
– Provides instant
meeting capability
–
Conferencing
Manager client
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Troubleshooting
Troubleshooting - Installation
The CO and CR must be
installed on a MetaFrame
XP server with Service Pack
3 or later. Feature Release
3 is not required.
The CO and CR must be installed on a
MetaFrame XP server with Service Pack
3 or later. Feature Release 3 is not
required.
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Troubleshooting - Installation
This error happens when some info is entered in the Backup
Server and Port field. Having a backup is optional and if
your are not using one, make sure there is nothing,
including a space in those fields.
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Troubleshooting - Installation
Conferencing Manager requires MetaFrame XP with Service
Pack 3. You must have licenses entered in the CMC for this
product.
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Troubleshooting - Architecture
CO
Manager Client
MF XP – XML
Primary
MF XP – XML
Backup
CR
Every servers with CR or the UI communicates with the CO
The CO must communicate with at least one XP server with XML
The servers with the client access the CR
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Troub. – CO communication problem
1. Run the Citrix MetaFrame Conferencing Manager
Configuration Tool on every server that have the
Conferencing Manager User Interface and Conference Room
2. After checking that the name
or IP of the server is correct.
From a command prompt, ping
the Conference Organizer
Service.
3. Verify that the Conference
Organizer Service is started.
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Troub. – CR Pub application 1of3
This may be caused because the Citrix Conference Room
published application is not published to this user.
1. Open the CMC, under Application, right click on Citrix
Conference Room, and select Properties.
2. Select Users, and verify that the users are listed under the
Configured Accounts. Add any missing users or groups.
NOTE: The Citrix Conference Room and the Citrix
MetaFrame Conferencing Manager published applications
must have the same users configured.
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Troub. – CR Pub application 2of3
This may be caused because the Application Name of the Citrix
Conference Room published application was changed.
1. Open the CMC, under Application, right click on Citrix
Conference Room, and select Properties.
2. Select Application Name, and verify that the Application
Name field is Citrix Conference Room. If it isn’t you can
change it from the CMC or use the repair function of the msi
install.
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NOTE: The Citrix Conference Room application name
cannot be modified.
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Troub. – CR Pub application 3of3
1. Run the Citrix MetaFrame Conferencing Manager
Configuration Tool on every server that have the Conference
Room
2. After checking that the name
or IP of the server is correct.
From a command prompt, ping
the Conference Organizer
Service.
3. Verify that the Conference Room
Manager service is started.
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Troub. – Published application 1of2
This error occurs when the CO cannot communicate with
any MetaFrame XP with XML.
1. Run the Citrix MetaFrame
Conferencing Manager Configuration
Tool on the Conference Organizer
server and make sure the primary
server and port are correct. Check or
add a backup server if one is
available.
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Troub. – Published application 2of2
2. From the command prompt, telnet to the XML port on
the Citrix server. You should get a black box with cursor
flashing in the upper left corner. This is not a guarantee
that XML is working.
If it fails you will get
“Connecting To
yourcitrixserver...Could not
open a connection to host on
port 80 : Connect failed”
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Troub. – License 1of5
This error is caused because there is no Conferencing
Manager license installed in the Citrix Management Console.
You must have a valid license entered in the CMC before you
can start a conference.
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Troub. – License 2of5
The license in the Conferencing Manager must match the
license entered in the CMC.
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Troub. – License 3of5
The license in the Conferencing Manager has not been
activated within 35 days. You must activate the license in
the CMC
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Troub. – License 4of5
1. Open the MetaFrame
Conferencing Manager
Configuration Utility and set the
license for all the Conference
Room servers to the proper
license type.
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Troub. – License 5of5
1. Open the Citrix MetaFrame
Conferencing Manager and
make sure the Conferencing
Manager license is entered and
has not expired.
2. If it has expired, active it
using www.mycitrix.com.
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Troubleshooting – Pass-through
When starting a conference
and a prompt for pass-through
authentication, this is in
reference to the subsequent
logon prompt for the
conference.
This indicates that passthrough is not configured on
the server that is running the
CM UI.
1. On every server running the CM UI, open the Program
Neighborhood client.
2. On the PN menu bar, select Tools > ICA Settings.
3. In the ICA Settings dialog box, on the General tab, select PassThrough Authentication and then click OK.
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Troub. – Color 1of2
The Citrix MetaFrame Conferencing Manager application starts
with low colors.
1. Open the CMC, under Application, right click on Citrix
MetaFrame Conferencing Manager, and select Properties.
2. Select Application Appearance and set the Colors to the
desired color.
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Troub. – Color 2of2
When a host creates a
conference he selects the lowest
acceptable color settings. If an
attendee’s workstation does not
support the minimum color, the
attendee must increase the
color resolution of his
workstation or the host must recreate a new presentation with
a lower color depth.
Note: All attendees and host
see the presentation with the
same color.
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Competition
Competition - Benefits Over Other
solutions
Same user interface across all devices
Application does not have to reside locally
Concurrent licensing model
Maintains the level of security within the
existing MetaFrame Access Suite
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Packaging, Pricing & Availability
Packaging
Single datapack for all languages
–
English, German, Japanese, French,
Spanish
–
Same media used for all languages
–
User Interface language based on
locale of server
Starter System includes media kit
and 5 user license
–
Concurrent user licensing
–
Connection license packs available in
5, 10, 20 and 50 user licenses
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Pricing & Availability
Pricing
–
Suggested retail price is US$99/ccu
–
Includes Subscription Advantage
Availability
–
Contact a member of the Citrix Solutions Network
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Partners – Next Step
Partners – Next Step
Next Step
–
–
–
Mention to every client
For current clients, it provides a reason to move them
to Feature Release 3 (SP3 only is required)
Install at every new clients
Install an evaluation
– This will generate more interest in MetaFrame XP and
Conferencing Manager
–
–
Great way to increase usage of MetaFrame XP at
existing clients
–
All applications used to do a presentation must be on the
MetaFrame servers
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Resources
Resources
Administrator’s Guide Citrix MetaFrame
Conferencing Manager Version 2.0
–
http://support.citrix.com/kb/entry.jspa?ent
ryID=2466&categoryID=239
Citrix MetaFrame Conferencing Manager
Quick & Easy Installation Guide Version 2.1
–
http://www.dabcc.com
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