TECHNICAL WHITE PAPER – APRIL 2017
REVIEWER’S GUIDE
FOR VIEW IN
VMWARE HORIZON 7:
SMART POLICIES
VMware Horizon 7
REVIEWER’S GUIDE FOR VIEW IN VMWARE HORIZON 7: SMART POLICIES
Table of Contents
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
JMP – Next-Generation Desktop and Application Delivery Platform. . . . . . . . . . . . . . . . . . . . . . . . . . 3
Purpose of This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Intended Audience for This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What Are Horizon Smart Policies?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Features Controlled by Smart Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
How Smart Policies Are Applied. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
When Users Do Not Match the Conditions That Are Set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
When a Setting Within a Policy Is Not Specified . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
When Users Match Conditions for Multiple Policies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Exercise 1: Creating a Basic Smart Policy for Internal Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Exercise 2: Using Conditions Based on User Group and Volatile Variables. . . . . . . . . . . . . . . . . . . . . . 16
Exercise 3: Verifying That a Smart Policy Is Being Applied. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Additional Guides. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Additional Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Appendix: Terminology Used in This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
About the Authors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
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Introduction
Welcome to the Reviewer’s Guide for View in VMware Horizon 7: Smart Policies. This guide introduces
you to the Horizon Smart Policies feature of VMware User Environment Manager™, which is included
with VMware Horizon® 7 Enterprise Edition.
The View component (formerly the product called Horizon View) of VMware Horizon 7 offers
a virtual desktop infrastructure (VDI) and remote applications through Remote Desktop Session
Host (RDSH). This is done through a single platform, which simplifies desktop administration and
operations and enhances user experience. By centrally maintaining desktops, applications, and data,
Horizon 7 uses View to reduce costs, improve security, and increase availability and flexibility
for end users.
JMP – Next-Generation Desktop and Application Delivery Platform
JMP (pronounced jump), which stands for Just-in-Time Management Platform, represents capabilities
in VMware Horizon 7 Enterprise Edition that deliver Just-in-Time Desktops and Apps in a flexible, fast,
and personalized manner. JMP is composed of the following VMware technologies:
• VMware Instant Clone Technology for fast desktop and RDSH provisioning
• VMware App Volumes™ for real-time application delivery
• VMware User Environment Manager for contextual policy management
JMP allows components of a desktop or RDSH server to be decoupled and managed independently
in a centralized manner, yet reconstituted on demand to deliver a personalized user workspace when
needed. JMP is supported with both on-premises and cloud-based Horizon 7 deployments, providing
a unified and consistent management platform regardless of your deployment topology. The JMP
approach provides several key benefits, including simplified desktop and RDSH image management,
faster delivery and maintenance of applications, and elimination of the need to manage “full
persistent” desktops.
Purpose of This Guide
The Reviewer’s Guide for View in VMware Horizon 7: Smart Policies is one of a series of guides
to help you evaluate the View component of Horizon 7. This guide provides exercises to demonstrate
the process of creating Horizon Smart Policies and applying them based on conditions such as user
group, client device type, pool name, and more. For an overview of View in Horizon 7, and information
about key features, such as publishing applications, creating instant-clone desktops, and more,
see Additional Guides.
Important: This guide is designed for evaluation purposes only. It uses the minimum required resources
for a basic deployment and does not explore all possible features. Do not use this evaluation
environment as a template for deploying a production environment. To deploy a production
environment, see VMware Horizon 7 Documentation.
Intended Audience for This Guide
This guide is intended for IT administrators and product evaluators who want to install View in Horizon 7
and deploy a VDI environment. Both current and new users of View can benefit from using this guide.
Familiarity with VMware vSphere® and VMware vCenter Server® is assumed. Some familiarity with other
technologies is helpful, including networking and storage in a virtual environment, Active Directory,
identity management, directory services, Simple Mail Transfer Protocol (SMTP), and RSA SecurID.
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Before You Begin
This guide is the seventh in the series. We recommend that you follow the guides in order.
For information about all guides in the series, see Additional Guides.
Before you can perform the exercises in this guide, you must have the following infrastructure
components installed and configured:
•VMware vSphere 6.0 Update 1 or later, including VMware vCenter Server 6.0 Update 1 or later
(for more information, see VMware vSphere 6 Documentation)
•VMware ESXi™ host or hosts configured in the vCenter Server instance
•An authentication infrastructure that includes Active Directory, DNS, DHCP, and Certificate
Authority setup
•View Connection Server, version 7.0 or later, set up as described in the Reviewer’s Guide for View
in VMware Horizon 7: Installation and Configuration
•User Environment Manager 9.0 or later
See the User Environment Manager Administrator’s Guide. User Environment Manager is quick to set
up, requiring only the installation of the agent and management console software, creation of two file
shares, and configuration of group policy objects (GPOs) on the user organizational unit (OU).
You must install the agent component, called the VMware UEM FlexEngine, on each remote desktop.
For a linked-clone or instant-clone pool, you install this component in the master VM that you use to
create a master image for the clones. For an RDS desktop pool, you install the component on the
RDSH server that provides the RDS desktop sessions.
Note: When you install this component on a VM where Horizon Agent is already installed, you are not
required to specify a User Environment Manager license file, though you are required to have
purchased User Environment Manager. This component is included with Horizon 7 Enterprise Edition.
You can install the User Environment Manager Management Console component on any desktop from
which you want to manage the User Environment Manager environment.
For GPO configuration instructions that are specific to Smart Policies, also see the topic Configuring
User Environment Manager in Setting Up Desktop and Application Pools in View.
What Are Horizon Smart Policies?
With Smart Policies, administrators have granular control of a user’s desktop experience. A number
of key Horizon 7 features can be dynamically enabled, disabled, or controlled based not only on who
the user is, but on the many different variables available through Horizon 7: client device, IP address,
pool name, and so on.
You can use Smart Policies to enable or disable features including clipboard redirection, USB access,
printing, and client drive redirection. For example, you can create a policy so that a desktop login from
outside the corporate network results in disabling of security-sensitive features such as cut-and-paste
or USB drive access. Additionally, bandwidth profile settings allow you to customize the user experience
based on user context and location.
Smart Policies can be enforced based on role, and evaluated at login and logout, disconnect and
reconnect, and at predetermined refresh intervals. With all these capabilities and fine-grained control,
you can use one desktop pool to address many different use cases.
Note: In most cases, Smart Policy settings that you configure for remote desktop features in User
Environment Manager override any equivalent registry key and group policy settings.
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Features Controlled by Smart Policies
You can use Smart Policies to enable, restrict, or disable Horizon 7 features that include clipboard
redirection, USB access, printing, and client drive redirection, and you can select a profile that manages
bandwidth usage.
•USB redirection – Controls whether a user is allowed to use locally attached USB devices, such
as thumb flash drives, cameras, and printers, from the remote desktop.
•Printing – Controls if a user is allowed to print documents from the remote desktop to a network
printer or a USB printer that is attached to the client computer.
•Clipboard – Controls whether users are allowed to copy and paste text and graphics only from
the client system to the remote desktop, only from the remote desktop to the client system, or
both, or neither.
•Client drive redirection – Controls whether drives and folders on the client system are shared
with the remote desktop and, if so, whether they are readable only or readable and writeable.
•HTML Access file transfer (available with User Environment Manager 9.1 and later) – Controls
whether you can upload files from the client system to the remote desktop, download files from
the remote desktop to the client system, or both, or neither, when you are using the web client to
access the remote desktop. Note that this feature requires View Connection Server and Horizon
Agent 7.0.1 or later.
•Bandwidth profile – Prevents the agent (remote desktop) from attempting to transmit data at
a higher rate than the link capacity.
Note: If you have User Environment Manager 9.1 or later and Horizon Agent 7.0.1 or later, this setting
applies when users are using either the Blast Extreme display protocol or the PCoIP display protocol.
If you have User Environment Manager 9.0, this setting is called PCoIP Profile and applies only
when users are using PCoIP.
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The actual bit rate for the profiles varies, depending on whether you use the PCoIP or the Blast
Extreme display protocol. For this reason, the list of profiles in the menu does not display the bit
rate next to the profile name in User Environment Manager 9.1 or later.
Figure 1: Bandwidth Profile List
For details about the profiles, see the profile reference topic in the Using Smart Policies section
of Setting Up Desktop and Application Pools in View.
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How Smart Policies Are Applied
To create a Smart Policy, you select settings for the Horizon 7 features that you want to control and
specify the conditions, if any, under which the policy will go into effect. If you do not specify any
conditions, the policy is applied to all users in the user OU configured for User Environment Manager.
Settings are always applied when the user logs in. You can optionally configure triggers to also
re-evaluate the settings at other times, such as when users reconnect to the desktop or application.
When Users Do Not Match the Conditions That Are Set
If you specify conditions, the policy is applied to users who match the conditions. For users who do
not match the conditions, no functionality changes are made to the features. For example, by default,
you can copy and paste text from your client system to a remote desktop or application. If you create
a policy that says clipboard redirection is disabled for a certain group of users, then users outside of
this group will still be able to copy and paste text from the client to the remote desktop or application,
unless the administrator has used some other method to configure the feature.
When a Setting Within a Policy Is Not Specified
If you create a Smart Policy but do not select the check box for a feature, then no functionality
changes are made to that feature. For example, by default, you can copy and paste text from your
client system to a remote desktop or application. If you create a Smart Policy and do not select the
Clipboard check box, the user will continue to be able to copy and paste from the client system to
the remote desktop or application.
You might notice that the default Smart Policy setting for the Clipboard check box is Allow All, but
unless you select the check box, the Allow All setting is not used. That is, the default settings shown for
the check boxes do not reflect the default settings used by the features when no policies are applied.
When Users Match Conditions for Multiple Policies
User Environment Manager processes multiple policies in alphabetical order based on the policy name.
Horizon Smart Policies appear in alphabetical order in the Horizon Smart Policies pane. If policies
conflict, the last policy processed takes precedence.
In some environments, you might want to strictly control functionality even when no policies are being
matched on their conditions and therefore any functionality would normally be left as is. For these
environments, create a default policy that sets all features, except the bandwidth profile, to Disabled.
Use no conditions so that the policy is always matched, and give the policy a name that begins with “A,”
such as A Default Policy. Because policies are evaluated in alphabetical order, this policy will be first in
the list and because it has no conditions it will always be matched.
Then create your other policies with conditions to enable or set specific features when those conditions
are matched (for example, client location or specific groups of users), as outlined in the exercises that
follow. These other policies will be processed after the default policy, and the resultant feature settings
will be applied only after all policies have been evaluated.
If no policies match, then the default policy will disable all controlled functionality. If another policy
matches, then the settings in that policy will override the default policy you created.
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Exercise 1: Creating a Basic Smart Policy for Internal Users
Now that you have installed and configured User Environment Manager, you can use policy settings that
are readily available in the User Environment Manager management console. You will enable USB access
and clipboard redirection and assign a bandwidth profile. The conditions that must be met for this policy
to be applied are that the user must connect from inside the corporate network and must connect to
a desktop from the Human Resources (HR) pool.
Note: If you want to apply these settings to an actual desktop pool in your environment, you must
create the desktop pool and entitle it to a group of users included in the user OU configured for User
Environment Manager. Having an existing desktop pool is not required, however, if you just want to
see how the management console works and try creating a policy.
1. Open the User Environment Manager Management Console.
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2. Click the User Environment tab, select Horizon Smart Policies in the left pane, and click
Create in the toolbar.
Note: In User Environment Manager 9.1 and later, the item to select is Horizon Smart Policies.
In User Environment Manager 9.0, the item is Horizon Policies.
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3. On the Settings tab, enter the following settings:
•Enter a name for the policy.
The Label and Tag fields are optional. You can use them to describe or organize the settings.
The Group By Tag ribbon button uses the Tag field for grouping the list items.
•Select the check boxes next to USB redirection, Clipboard, and Bandwidth profile.
•For Bandwidth profile, select LAN.
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4. Click the Conditions tab and click Add.
5. Select Horizon Client Property, and enter the following settings:
•For Property, select Client location.
•Set the location to Internal.
•Click OK.
This setting is compared with the gatewayLocation property set for the server.
•By default, if you connect directly to a View Connection Server, the gateway location is Internal.
•If you connect to an Access Point appliance or Security Server, the gateway location is
External by default.
If you want to override the default location reported from a server, you can change these defaults
by setting the gatewayLocation property in the locked.properties file for the server. For
instructions, see the Configure the Gateway Location for a View Connection Server or Security
Server Host topic in View Administration.
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6. Click Add to add another condition, select Horizon Client Property, and enter the following settings:
•For Property, select Pool name.
•Set Starts with to HR (or the first few letters of the name of an actual desktop pool you
want to use).
•Click OK.
By default, this new condition is added with an AND operator, meaning that the condition
is applied if the user is connecting from inside the corporate network and if the user is trying
to access a desktop pool that begins with the letters you specified.
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7. On the Conditions tab, click Edit to see which other operators are available to combine conditions.
The Smart Policy settings and conditions are now defined. These settings are always evaluated and
applied whenever the user logs in. Next, you will specify an event that triggers the reevaluation of
the Smart Policy whenever the user reconnects, rather than logs in. This is called a triggered task.
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8. Select Triggered Tasks in the left pane, and click Create in the toolbar.
9. On the Settings tab, enter the following settings:
•Enter a name for the task.
The Label and Tag fields are optional. You can use them to describe or organize the settings.
The Group By Tag ribbon button uses the Tag field for grouping the list items.
•For Trigger, select Reconnect session. The Smart Policies will be reevaluated and applied every
time the user connects to the remote desktop.
•For Action, select User Environment refresh.
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10. In the list of check boxes that appear after you select User Environment refresh, select the
Horizon Smart Policies check box and click Save.
Refreshing the user environment in this case means reevaluating the user’s connection
characteristics, such as internal or external, and reapplying the Smart Policy appropriately.
For example, if the user first connects at the office but then later connects from a café or other
external network, the Smart Policy is reapplied to disable USB redirection and copying and
pasting between the client and remote desktop.
In a production environment, you can select additional check boxes, depending on the other
User Environment settings you configure.
The Smart Policy you created will now be applied whenever a user connects to a remote desktop
with Horizon Client 4.0 or later, including HTML Access 4.0 or later, which is included with Connection
Server 7.0 or later.
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Exercise 2: Using Conditions Based on User Group and Volatile Variables
In this exercise, you explore some of the more advanced condition settings. Horizon Client properties
give you many variables for evaluating conditions and applying Smart Policies. Some of these properties
are provided in drop-down menus in the management console, but many more are available when you
enter the property name, which is derived from Windows Registry keys.
To view these properties, open the Windows Registry Editor (regedit.exe) on the remote desktop and
go to HKEY_LOCAL_MACHINE\Software\VMware, Inc.\VMware VDM\SessionData\n, where n is the number
of the session, as shown in Figure 2. You enter the properties names without the ViewClient_ prefix.
Figure 2
Figure 2: Horizon Client Properties from the Windows Registry on the Remote Desktop
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In this exercise, you create a Smart Policy that enables all features for a select Active Directory group
of users who log in to a server with a specific launch tag and whose remote desktop belongs to a
specific domain.
1. Open the User Environment Manager Management Console, and on the User Environment tab, select
Horizon Smart Policies in the left pane and click Create in the toolbar.
2. On the Settings tab, enable all the features, and for Bandwidth profile, select LAN.
3. Click the Conditions tab and click Add.
4. Select Horizon Client Property, and enter the following settings:
•For Property, select Launch tag(s).
•In the second list, select Is equal to.
•In the text box, enter the tag name HR-Dept, and click OK.
Note: The launch tag must match a tag that has been assigned to a View Connection Server and a
desktop pool. For more information about assigning tags, see the topic Restricting Remote Desktop
Access in Setting Up Desktop and Application Pools in View.
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5. Click Add to add another condition, select Horizon Client Property, and enter the following settings:
•For Property, enter Machine_Domain. This property is derived from the Windows Registry key
called ViewClient_Machine_Domain, which is pictured in Figure 2. You do not enter the
ViewClient_ portion of the name.
•In the second list, select Is equal to.
•In the text box on the right, enter MyDomain (or the name of a domain in your enterprise),
and click OK.
6. Click Add to add a third condition, and select Group Membership.
7. In the Group Membership dialog box, select User and click Browse.
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8. In the Select Group dialog box, enter the group name and click OK.
9. In the Group Membership box, click OK.
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10. In the Horizon Smart Policies dialog box, click Save.
The default operator AND is used to combine the conditions, which is correct for this exercise.
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This Smart Policy is set to enable all features and use the LAN bandwidth profile for all users from the
Domain Admins user group who connect to a server and desktop assigned the HR-Dept tag and whose
remote desktop VM belongs to the specified domain.
For more information about conditions and client properties, see Adding Conditions to Horizon Policy
Definitions in Setting Up Desktop and Application Pools in View.
You do not need to create a triggered task because you created a triggered task during the
first exercise.
Exercise 3: Verifying That a Smart Policy Is Being Applied
In this exercise, you look at the User Environment Manager log to see that a Smart Policy is being
evaluated and applied to a particular user.
Note: Before you begin this exercise, make sure you have created GPOs for Smart Policies, as described
in Before You Begin and in the topic Configuring User Environment Manager in Setting Up Desktop and
Application Pools in View.
1. Log in to the operating system of the Active Directory Domain Controller as the administrator.
2. Launch the Group Policy Management console.
Go to Control Panel > Administrative Tools > Group Policy Management.
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3. Expand your domain, under Group Policy Objects, select the GPO that you created for the
User Environment Manager group policy settings, and from the Action menu, select Edit.
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4. In the GPO Editor, in the left pane, go to User Configuration > Policies > Administrative Templates >
VMware UEM > FlexEngine, and in the right pane, double-click FlexEngine logging.
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5. In the FlexEngine logging dialog box, verify that logging is set to Enabled, select Debug as the log
level, and click OK.
VMware recommends you set the log level to Debug only temporarily, since the amount of logging
can affect performance. This dialog box also shows the location of the log file. You specified the log
file location when you installed and set up User Environment Manager.
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6. Log in as a user to a remote desktop that matches the Smart Policy. Logging in will create
a User Environment Manager log file for the user.
7. On the file share machine, open the user’s FlexEngine log file, and search from the bottom
up for Applied Horizon Smart Policies.
In this example, the user does not meet the conditions for the policy called Internal, so those settings
are skipped. Because the Broker_GatewayLocation property is set to External, the Smart Policy
called External is applied for all the feature settings.
Summary
The Reviewer’s Guide for View in VMware Horizon 7: Smart Policies is one of a series of guides that
explore the View component of VMware Horizon 7. This guide provided exercises to walk you through
the process of creating and applying Horizon Smart Policies and verifying that the policies are being
applied correctly.
Additional Guides
In addition to the information provided in this guide, you can explore features through practical
exercises in the following guides:
•Reviewer’s Guide for View in VMware Horizon 7: Overview
•Reviewer’s Guide for View in VMware Horizon 7: Installation and Configuration
•Reviewer’s Guide for View in VMware Horizon 7: Preparing Virtual Machines for Desktop Pools
•Reviewer’s Guide for View in VMware Horizon 7: Instant Clones
•Reviewer’s Guide for View in VMware Horizon 7: Desktop Pools
•Quick-Start Guide: Publishing Applications with VMware Horizon 7
•Reviewer’s Guide for View in VMware Horizon 7: Provisioning Users
Note: For information about features that are not covered in this series of guides, see
VMware Horizon 7 Documentation.
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Additional Resources
For more information about the View component of VMware Horizon 7, you can explore the
following resources:
•VMware Horizon 7 (which includes the View component)
•VMware Horizon 7 Documentation
•VMware Horizon Pricing, Packaging, and Licensing
•VMware Knowledge Base
•VMware Product Evaluation
•VMware Product Guide
•VMware Product Interoperability Matrixes
•What’s New with VMware Horizon 7 (VMware blog post)
•White papers
•Self-help resources
•VMware vSphere and VMware vCenter Server resources
––Product overview
––Product documentation
––White papers and other resources
•VMware consultation and support
––VMware Horizon Support Center
––VMware Consulting Professional Services Organization
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Appendix: Terminology Used in This Guide
The following terms are used in this guide:
Instant clone
A rapidly generated and nonpersistent clone of a powered
on virtual machine. An instant clone provides users with
a virtual desktop in seconds.
Linked clone
A copy of a master virtual machine that shares virtual disks with
it by using a snapshot. This conserves disk space and ensures all
users receive the same software installation.
Master virtual machine (VM)
A single desktop source that is used to deploy a group of
virtual desktops or virtual machines. A master virtual machine
is sometimes referred to as a master image, desktop image
or golden image. In a physical environment, a master virtual
machine can be referred to as a disk image file.
Snapshot
A set of files that contain the entire state of a virtual machine—
its data, memory, and configuration. If you revert to a snapshot,
the current state of the virtual machine is lost, and its saved state
is restored. Multiple snapshots are differential, and have a parent
and child relationship. The files of a child snapshot contain only
changes made to its parent snapshot.
Virtual desktop The user interface of a virtual machine that is made available
to an end user.
For more information about terms, see the VMware Glossary.
About the Authors
This Reviewer’s Guide was written by Caroline Arakelian, Senior Technical Marketing Manager,
and Graeme Gordon, Senior End-User-Computing Architect, End-User-Computing Technical
Marketing, VMware.
To comment on this paper, contact VMware End-User-Computing Technical Marketing at
[email protected].
T E C H N I C A L W H I T E PA P E R | 2 7
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