Detailed Change Log

Last Modified: Jan 14, 2017 @ 11:08 am

This post lists all minor and major changes made to carlstalhood.com.

NetScaler SDX 11.1

Last Modified: Jan 14, 2017 @ 11:07 am

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LOM IP Configuration

There are two ways to set the IP address of the Lights Out Module (LOM):

  • Crossover Ethernet cable from a laptop with an IP address in the 192.168.1.0 network.
  • ipmitool from the NetScaler SDX XenServer command line

Ipmitool Method:

  1. On NetScaler SDX appliance, SSH to the XenServer IP address (this is not the Service VM IP). On NetScaler MPX appliance, SSH to the NetScaler NSIP.
  2. Default XenServer credentials are root/nsroot. Default MPX credentials are nsroot/nsroot.
  3. If MPX, run shell. XenServer is already in the shell.
  4. Run the following:
    ipmitool lan set 1 ipaddr x.x.x.x
    ipmitool lan set 1 netmask 255.255.255.0
    ipmitool lan set 1 defgw ipaddr x.x.x.x

  5. You should now be able to connect to the LOM using a browser.

Laptop method:

  1. Configure a laptop with static IP address 192.168.1.10 and connect it to the Lights Out Module port.
  2. In a Web browser, type the IP address of the LOM port. For initial configuration, type the port’s default address: http://192.168.1.3
  3. In the User Name and Password boxes, type the administrator credentials. The default username and password are nsroot/nsroot.
  4. In the Menu bar, click Configuration and then click Network.
  5. Under Options, click Network and type values for the following parameters:
    1. IP Address—The IP address of the LOM port.
    2. Subnet Mask—The mask used to define the subnet of the LOM port.
    3. Default Gateway—The IP address of the router that connects the appliance to the network.
  6. Click Save.
  7. Disconnect the laptop and instead connect a cable from a switch to the Lights Out Module.

LOM Firmware Upgrade

The LOM firmware at https://www.citrix.com/downloads/netscaler-adc/components/lom-firmware-upgrade differs depending on the hardware platform. The LOM firmware for the 8000 series is different than the 11000 series and the 14000 series. Do not mix them up.

While this article focuses on SDX, note that NetScaler MDX has a new method for updating LOM as detailed at CTX218264 How to Upgrade the LOM Firmware on Any NetScaler MPX Platform  💡

The SDX Update Bundle does not include LOM firmware update so you must update it separately:

  1. Determine which firmware level you are currently running. You can point your browser to the LOM and login to the see the firmware level. Or you can run ipmitool mc info from the XenServer shell.
  2. If your LOM firmware is older than 3.0.2, follow the instructions at http://support.citrix.com/article/CTX137970 to upgrade the firmware.
  3. If your LOM firmware is version 3.02 or later, follow the instructions at http://support.citrix.com/article/CTX140270 to upgrade the firmware. This procedure is shown below.
  4. Now that the firmware is version 3.0.2 or later, you can upgrade to 3.39. Click the Maintenance menu and then click Firmware Update.
  5. On the right, click Enter Update Mode.
  6. Click OK when prompted to enter update mode.
  7. Click Choose File and browse to the extracted bin file.
  8. After the file is uploaded, click Upload Firmware.
  9. Click Start Upgrade.
  10. The Upgrade progress will be displayed.
  11. After upgrade is complete, click OK to acknowledge the 1 minute message.
  12. The LOM will reboot.
  13. After the reboot, login and notice that the LOM firmware is now 3.39.

SDX IP Configuration

Default IP for Management Service is 192.168.100.1/16 bound to interface 0/1. Use laptop with crossover cable to reconfigure. Point browser to http://192.168.100.1. Default login is nsroot/nsroot.

Default IP for XenServer is 192.168.100.2/16. Default login is root/nsroot. Note: XenServer IP and Management Service IP must be on the same subnet.

There should be no need to connect to XenServer directly. Instead, all XenServer configuration (e.g. create new VM) is performed through the Management Service (SVM). To change the XenServer IP, make the change through the Management Service as detailed below:

  1. Point a browser to http://192.168.100.1 and login as nsroot/nsroot.
  2. When you first login to the SDX Management Service, the Welcome! Wizard appears. Click Management Network.
  3. Configure the IP addresses. Management Service IP Address and XenServer IP Address must be different, but on the same subnet.
  4. You can change the password at this time or later. Click Done.
  5. Click the System Settings box.
  6. Enter a Host Name.
  7. Select the time zone and click Continue.
  8. Click the Licenses box.
  9. Click Add New License.
  10. Allocate licenses normally. After uploading, click Finish and it should apply automatically.
  11. Or you can click Apply Licenses.
  12. Then click Continue.

Another way to login to the Management Service virtual machine is through the serial port. This is actually the XenServer Dom0 console. Once logged in to XenServer, run ssh 169.254.0.10 to access the Management Service virtual machine. Then follow instructions at http://support.citrix.com/article/CTX130496 to change the IP.

The console of the Management Service virtual machine can be reached by running the following command in the XenServer Dom0 shell (SSH or console):

xe vm-list params=name-label,dom-id name-label="Management Service VM"

Then run /usr/lib/xen/bin/xenconsole <dom-id>

Or if 11.0 build 64 or newer, run /usr/lib64/xen/bin/xenconsole <dom-id>

Management Service Firmware – Upgrade to 11.0

NetScaler SDX 11.0 and newer now bundle all updates in a single package. To take advantage of this improved installation experience, you must first upgrade the Service VM to 11.0. Once it’s 11.0 you no longer need to upgrade the Service VM separately from the rest of the appliance.

  1. If your SDX SVM (Management Service) is running 10.5 build 57 or newer, then you can skip this section and proceed with installing the SDX Bundle.
  2. NetScaler SDX 11.0 build 55 contains a separate installer for just the Management Service (SVM Upgrade Package).  The newer builds of NetScaler SDX 11.0 don’t seem to have a separate SVM Upgrade Package, so you’ll need to upgrade SVM to 11.0 build 55 first. Then use the Software Bundle method to upgrade to 11.1 as detailed in the next section.
  3. If the webpage says NetScaler SDX on top then you are connected to the Service VM.
  4. Switch to the Configuration tab.
  5. In the navigation pane, expand Management Service, and then click Software Images.
  6. In the right pane, click Upload.
  7. In the Upload Management Service Software Image dialog box, click Browse, navigate to the folder that contains the build-svm file, and then double-click the build file.
  8. Click Upload.

To upgrade the Management Service:

  1. In the navigation pane, click System.
  2. In the System pane, under System Administration, click Upgrade Management Service.
  3. In the Upgrade Management Service dialog box, in Build File, select the file of the build to which you want to upgrade the Management Service.
  4. If you see a Documentation File field, ignore it.
  5. Click OK.
  6. Click Yes if asked to continue.
  7. If desired, go back to the Software Images node and delete older firmware files.

SDX Platform Software Bundle

Starting with SDX 11.0, all updates are bundled together and installed at once.

  1. Make sure your Management Service (SVM) is running SDX 10.5 build 57 or newer. If not, see the separate SVM upgrade procedure in the previous section.
  2. Download the latest SDX Platform Software bundle from Downloads > NetScaler ADC > Service Delivery Appliances.

  3. Login to the SDX Management Service, go to Configuration > System.
  4. On the right, in the right column, click Upgrade Appliance.
  5. Browse to the build-sdx-11.1.tgz software bundle, and click OK.
  6. It should show you the estimated installation time. Check boxes next to the instances that need configs saved. Click Upgrade.
  7. Click Yes to continue with the upgrade.
  8. The Management Service displays installation progress.
  9. Once the upgrade is complete, click Login.

  10. The Information page will be displayed showing the version of XenServer, Management Service (Build), etc.

Management Service NTP

  1. On the Configuration tab, in the navigation pane, expand System, and then click NTP Servers.
  2. To add a new NTP server, in the right pane, click Add.
  3. In the Create NTP Server dialog box enter the NTP server name (e.g. pool.ntp.org) and click Create.
  4. In the right pane, click NTP Synchronization.
  5. In the NTP Synchronization dialog box, select Enable NTP Sync. Click OK.

Management Service Alerting

Syslog

  1. On the Configuration tab, expand System > Auditing, and click Syslog Servers.
  2. In the right pane, click the Add button.
  3. Enter a name for the server.
  4. Enter the IP address of the Syslog server.
  5. Select log levels and click Create.
  6. On the right is Syslog Parameters.
  7. You can configure the Date Format and Time Zone. Click OK.

Mail Notification

  1. On the Configuration tab, expand System > Notifications, and click Email.
  2. In the right pane, on the Email Servers tab, click Add.
  3. Enter the DNS name of the mail server, and click Create.
  4. In the right pane, switch to the Email Distribution List tab, and click Add.
  5. Enter a name for the mail profile.
  6. Enter the destination email address, and click Create.

System SNMP

  1. Go to System > SNMP.
  2. On the right, click Configure SNMP MIB.
  3. Enter information as desired and click OK. Your SNMP management software will read this information.
  4. Under the SNMP node, configure normal SNMP including: Trap Destinations, Managers, Alarms, etc.

  5. MIBs can be downloaded from the Downloads tab.

Instance SNMP

  1. The instances will send SNMP traps to the Service VM. To get alerted for these traps, in the Configuration page, in the navigation pane, expand NetScaler, expand Events, and click Event Rules.
  2. On the right, click Add.
  3. Give the rule a name.
  4. Select the Major and Critical severities, and move them to the right. Scroll down.
  5. For the other sections, if you don’t configure anything then you will receive alerts for all of the devices, categories, and failure objects. If you configure any of them then only the configured entities will be alerted. Scroll down.
  6. Click Save.
  7. Select an Email Distribution List and click Done.

Management Service nsroot Password and AAA

To change the password of the default user account

  1. On the Configuration tab, in the navigation pane, expand System, expand User Administration, and then click Users.
  2. In the Users pane, click the default user account, and then click Edit.
  3. In the Configure System User dialog box, in Password and Confirm Password, enter the password of your choice. Click OK.

AAA Authentication

  1. If you would like to enable LDAP authentication for the Service VM, do that under Configuration > System > Authentication > LDAP.
  2. In the right pane, click Add.
  3. This is configured identically to NetScaler. Enter a Load Balancing VIP for LDAP. Change the Security Type to SSL and Port to 636. Scroll down.
  4. Note: if you want to Validate LDAP Certificate, then there are special instructions for installing the root certificate on the SVM. See Installing CA certificates to the SDX/SVM for LDAPS user authentication at Citrix Discussions for details.  💡
  5. Enter the Base DN in LDAP format.
  6. Enter the bind account.
  7. Check the box for Enable Change Password.
  8. Click Retrieve Attributes and scroll down.
  9. For Server Logon Attribute, select sAMAccountName.
  10. For Group Attribute, select memberOf.
  11. For Sub Attribute Name, select cn.
  12. To prevent unauthorized users from logging in, configure a Search Filter. Scroll down.
  13. If desired configure Nested Group Extraction
  14. Click Create.
  15. Expand System, expand User Administration, and click Groups.
  16. On the right, click Add.
  17. Enter the case sensitive name of the Active Directory group.
  18. Select the admin permission.
  19. Configure the Session Timeout. Click Create.

  20. On the left, under System, click User Administration.
  21. On the right, click User Lockout Configuration.
  22. If desired, check the box next to Enable User Lockout, and configure the maximum logon attempts. Click OK.
  23. On the left, under System, click Authentication.
  24. On the right, click Authentication Configuration.
  25. Change the Server Type to EXTERNAL and click Insert.
  26. Select the LDAP server you created, and click OK.
  27. Make sure Enable fallback is enabled, and click OK.

SSL Certificate and Encryption

Replace SDX Management Service Certificate

Before enabling secure access to the Management Service web console, you probably want to replace the Management Service certificate.

  1. PEM format: The certificate must be in PEM format. The Management Service does not provide any mechanism for converting a PFX file to PEM. You can convert from PFX to PEM by using the Import PKCS#12 task in a NetScaler instance.
  2. On the left, click System.
  3. On the right, click Install SSL Certificate.
  4. Select the certificate and key files in PEM format. If the key file is encrypted, enter the password. Then click OK. The Management Service will restart so there will be an interruption.


  5. After the Management Service restarts, connect to it using HTTPS. You can’t make this change if you are connected using HTTP.
  6. On the Configuration tab, click System.
  7. On the right, click Change System Settings.
  8. Check the box next to Secure Access Only, and click OK. This forces you to use HTTPS to connect to the Management Service.

SSL Encrypt Management Service to NetScaler Communication

From http://support.citrix.com/article/CTX134973: Communication from the Management Service to the NetScaler VPX instances is HTTP by default. If you want to configure HTTPS access for the NetScaler VPX instances, then you have to secure the network traffic between the Management Service and NetScaler VPX instances. If you do not secure the network traffic from the Management Service configuration, then the NetScaler VPX Instance State appears as Out of Service and the Status shows Inventory from instance failed.

  1. Log on to the Management Service .
  2. On the Configuration tab, click System.
  3. On the right, click Change System Settings.
  4. Change Communication with NetScaler Instance to https, as shown in the following screen shot:
  5. Run the following command on the NetScaler VPX instance, to change the Management Access (-gui) to SECUREONLY:

set ns ip ipaddress -netmask netmask -arp ENABLED -icmp ENABLED -vServer DISABLED -telnet ENABLED -ftp ENABLED -gui SECUREONLY -ssh ENABLED -snmp ENABLED - mgmtAccess ENABLED -restrictAccess DISABLED -dynamicRouting ENABLED -ospf DISABLED -bgp DISABLED -rip DISABLED -hostRoute DISABLED -vrID 0

Or in the NetScaler instance management GUI go to Network > IPs, open the NSIP, and then check the box next to Secure access only.

SDX/XenServer LACP Channels

To use LACP, configure Channels in the Management Service, which creates them in XenServer. Then when provisioning an instance, connect it to the Channel.

  1. In the Management Service, on the Configuration tab, expand System, and click Channels.
  2. On the right, click Add.
  3. Select a Channel ID.
  4. For Type, select LACP or STATIC. If using Cisco vPC, then LACP is required. The other two options are for switch independent load balancing.
  5. In the Interfaces section, move the Channel Member interfaces to the right by clicking the plus icon.
  6. In the Settings section, for LACP you can select Long or Short, depending on switch configuration. Long is the default.
  7. Click Create when done.
  8. Click Yes when asked to proceed.
  9. The channel will then be created on XenServer.

VPX Instances – Provision

To create an admin profile

Admin profiles specify the user credentials that are used by the Management Service when provisioning the NetScaler instances, and later when communicating with the instances to retrieve configuration data. The user credentials specified in an admin profile are also used by the client when logging on to the NetScaler instances through the CLI or the configuration utility.

The default admin profile for an instance specifies a user name of nsroot, and the password is also nsroot. This profile cannot be modified or deleted. However, you should override the default profile by creating a user-defined admin profile and attaching it to the instance when you provision the instance. The Management Service administrator can delete a user-defined admin profile if it is not attached to any NetScaler instance.

Important: Do not change the password directly on the NetScaler VPX instance. If you do so, the instance becomes unreachable from the Management Service. To change a password, first create a new admin profile, and then modify the NetScaler instance, selecting this profile from the Admin Profile list.

  1. On the Configuration tab, in the navigation pane, expand NetScaler Configuration, and then click Admin Profiles.
  2. In the Admin Profiles pane, click Add.
  3. In the Create Admin Profile dialog box, set the following parameters:
    • Profile Name*—Name of the admin profile. The default profile name is nsroot. You can create user-defined profile names.
    • User Name—User name used to log on to the NetScaler instances. The user name of the default profile is nsroot and cannot be changed.
    • Password*—The password used to log on to the NetScaler instance. Maximum length: 31 characters.
    • Confirm Password*—The password used to log on to the NetScaler instance.
    • Use global settings for NetScaler communication – you can uncheck this box and change the protocol to https.
  4. Click Create. The admin profile you created appears in the Admin Profiles pane.

To upload a NetScaler VPX .xva file

You must upload a NetScaler VPX .xva file to the SDX appliance before provisioning the NetScaler VPX instances.

  1. Download the NetScaler XVA (for XenServer) from the SDX Software Bundle Download Page. It’s in the Virtual Appliance section.
  2. On the Configuration tab, in the navigation pane, expand NetScaler Configuration, and then click Software Images.
  3. On the right, switch to the XVA Files tab, and then click Upload.
  4. In the Upload NetScaler Instance XVA dialog box, click Browse, and select the XVA image file that you want to upload. Click Upload. The XVA image file appears in the NetScaler XVA Files pane after it is uploaded.

To provision a NetScaler instance

  1. On the Configuration tab, in the navigation pane, expand NetScaler Configuration, and then click Instances.
  2. In the NetScaler Instances pane, click Add.
  3. In the Provision NetScaler Wizard follow the instructions in the wizard.
  4. Click Create. The NetScaler instance you provisioned appears in the NetScaler Instances pane.

The wizard will ask for the following info:

  • Name* – The host name assigned to the NetScaler instance.
  • IP Address* – The NetScaler IP (NSIP) address at which you access a NetScaler instance for management purposes. A NetScaler instance can have only one NSIP. You cannot remove an NSIP address.
  • Netmask* – The subnet mask associated with the NSIP address.
  • Gateway* – The default gateway that you must add on the NetScaler instance if you want access through SSH or the configuration utility from an administrative workstation or laptop that is on a different network.
  • Nexthop to Management Service – Adds a static route on the NSIP network so SDX Management Service can communicate with the instance NSIP. Only needed if instance default gateway and instance NSIP are on separate networks.  💡
  • XVA File* – The .xva image file that you need to provision. This file is required only when you add a NetScaler instance.
  • Feature License* – Specifies the license you have procured for the NetScaler. The license could be Standard, Enterprise, and Platinum.
  • Admin Profile* – The profile you want to attach to the NetScaler instance. This profile specifies the user credentials that are used by the Management Service to provision the NetScaler instance and later, to communicate with the instance to retrieve configuration data. The user credentials used in this profile are also used while logging on to the NetScaler instance by using the GUI or the CLI. It is recommended that you change the default password of the admin profile. This is done by creating a new profile with a user-defined password. For more information, see Configuring Admin Profiles.
  • Total Memory (MB)* – The total memory allocated to the NetScaler instance.
  • #SSL Cores* – Number of SSL cores assigned to the NetScaler instance. SSL cores cannot be shared. The instance is restarted if you modify this value.
  • Throughput (Mbps)* – The total throughput allocated to the NetScaler instance. The total used throughput should be less than or equal to the maximum throughput allocated in the SDX license. If the administrator has already allocated full throughput to multiple instances, no further throughput can be assigned to any new instance.
  • Packets per second* – The total number of packets received on the interface every second.
  • CPU – Assign a dedicated core or cores to the instance or the instance shares a core with other instance(s).
  • User Name* – The root user name for the NetScaler instance administrator. This user has superuser access, but does not have access to networking commands to configure VLANs and interfaces. (List of non-accessible commands will be listed here in later versions of this document)
  • Password* – The password for the root user.
  • Shell/Sftp/Scp Access* – The access allowed to the NetScaler instance administrator.
  • Interface Settings – This specifies the network interfaces assigned to a NetScaler instance. You can assign interfaces to an instance. For each interface, if you select Tagged, specify a VLAN ID.
    • Important:The interface ID numbers of interfaces that you add to an instance do not necessarily correspond to the physical interface numbering on the SDX appliance. For example, if the first interface that you associate with instance 1 is SDX interface 1/4, it appears as interface 1/1 when you log on to the instance and view the interface settings, because it is the first interface that you associated with instance 1.
    • If a non-zero VLAN ID is specified for a NetScaler instance interface, all the packets transmitted from the NetScaler instance through that interface will be tagged with the specified VLAN ID. If you want incoming packets meant for the NetScaler instance that you are configuring to be forwarded to the instance through a particular interface, you must tag that interface with the VLAN ID you want and ensure that the incoming packets specify the same VLAN ID.
    • For an interface to receive packets with several VLAN tags, you must specify a VLAN ID of 0 for the interface, and you must specify the required VLAN IDs for the NetScaler instance interface.
  • NSVLAN ID – An integer that uniquely identifies the NSVLAN. Minimum value: 2. Maximum value: 4095.
  • Tagged – Designate all interfaces associated with the NSVLAN as 802.1q tagged interfaces.
  • Interfaces – Bind the selected interfaces to the NSVLAN.

Here are screenshots from the wizard:

  1. In the Provision NetScaler section, enter a name for the instance.
  2. Enter the NSIP, mask, and Gateway.
  3. Nexthop to Management Service is new in 11.0 build 64 and newer. If the default gateway is on a different network than the NSIP, then enter a next hop router address on the NSIP network so the SDX Management Service can communicate with the NSIP.
  4. In the XVA File field, you can Browse > Local to select an XVA file on your file system. Or you can Browse > Appliance, and select an XVA file that has already been uploaded.

  5. Select an Admin Profile created earlier.
  6. Enter a Description. Scroll down.
  7. In the License Allocation section, change the Feature License to Platinum.
  8. For Throughput, partition your licensed bandwidth. If you are licensed for 8 Gbps, make sure the total of all VPX instances does not exceed that number.
  9. For Allocation Mode, Burstable is also an option. Fixed bandwidth can’t be shared with other instances. Burstable can be shared. See Bandwidth Metering in NetScaler SDX at Citrix Docs.
  10. In the Resource Allocation section, change the Total Memory to 4096.
  11. For SSL Chips, specify between 1 and 16. Some SSL/TLS features require at least one chip.
  12. For CPU, select one of the Dedicated options. Then scroll down.
  13. In the Instance Administration section, enter a new local account that will be created on the VPX. This is in addition to the nsroot user. Note, not all functionality is available to this account. Scroll down.
  14. In the Network Settings section, leave 0/1 selected, and deselect 0/2.
  15. Click Add to connect the VPX to more interfaces.
  16. If you have Port Channels, select one of the LA interfaces.
  17. Try not configure any VLAN settings here. If you do, XenServer filters the VLANs available to the VPX instance. Changing the VLAN filtering settings later probably requires a reboot. Click Add.
  18. In the Management VLAN Settings section, do not configure anything in this section unless you need to tag the NSIP VLAN. Click Done.
  19. After a couple minutes the instance will be created. Click Close.
  20. In your Instances list, click the IP address to launch the VPX management console. Do the following at a minimum (instructions in the NetScaler System Configuration page):
    1. Enable MAC Based Forwarding – System > Settings > Configure Modes > MAC Based Forwarding
    2. Add SNIPs for each VLAN – System > Network > IPs
    3. Add VLANs and bind to SNIPs – System > Network > VLANs
    4. Change default gateway – System > Network > Routes > 0.0.0.0
    5. Create another instance on a different SDX and High Availability pair them together – System > High Availability

Applying the Administration Configuration

At the time of provisioning a NetScaler VPX instance, the Management Service creates some policies, instance administration (admin) profile, and other configuration on the VPX instance. If the Management Service fails to apply the admin configuration at this time due to any reason (for example, the Management Service and the NetScaler VPX instance are on different subnetworks and the router is down or if the Management Service and NetScaler VPX instance are on the same subnet but traffic has to pass through an external switch and one of the required links is down), you can explicitly push the admin configuration from the Management Service to the NetScaler VPX instance at any time.

  1. On the Configuration tab, in the navigation pane, click NetScaler.
  2. In the NetScaler Configuration pane, click Apply Admin Configuration.
  3. In the Apply Admin Configuration dialog box, in Instance IP Address, select the IP address of the NetScaler VPX instance on which you want to apply the admin configuration.
  4. Click OK.

VPX Instances – Manage

You may login to the VPX instance and configure everything normally. SDX also offers the ability to manage IP address and SSL certificates from SDX rather than from inside the VPX instance. The SDX Management Service does not have the ability to create certificates so it’s probably best to do that from within the VPX instance.

To view the console of a NetScaler instance

  1. Connect to the Management Service using https.
  2. Viewing the console might not work unless you replace the Management Service certificate.
  3. In the Management Service, go to Configuration > NetScaler > Instances.
  4. On the right, click the ellipsis next to an instance, and click Console.
  5. The instance console then appears.
  6. Another option is to use the Lights Out Module and the xl console command as detailed at Citrix Blog Post SDX Remote Console Access of VIs.

 

To start, stop, delete, or restart a NetScaler instance

  1. On the Configuration tab, in the navigation pane, expand NetScaler, and click Instances.
  2. In the Instances pane, right-click the NetScaler instance on which you want to perform the operation, and then click Start or Shut Down or Delete or Reboot.
  3. In the Confirm message box, click Yes.

 

Creating a Subnet IP Address on a NetScaler Instance

You can create or delete a SNIP during runtime without restarting the NetScaler instance.

  1. On the Configuration tab, in the navigation pane, click NetScaler.
  2. In the NetScaler Configuration pane, click Create IP.
  3. In the Create NetScaler IP dialog box, specify values for the following parameters.
    • IP Address* – Specify the IP address assigned as the SNIP or the MIP address.
    • Netmask* – Specify the subnet mask associated with the SNIP or MIP address.
    • Type* – Specify the type of IP address. Possible values: SNIP.
    • Save Configuration* – Specify whether the configuration should be saved on the NetScaler. Default value is false.
    • Instance IP Address* – Specify the IP address of the NetScaler instance.
  4. Click Create.

Create a VLAN on a NetScaler instance

  1. Go to NetScaler > Instances.
  2. Select an instance, and click VLAN Bindings.
  3. Click Add.
  4. Enter a VLAN ID and select an interface.
  5. Check the box for Tagged if needed.
  6. Notice there’s no way to bind a SNIP. You do that inside the instance. Click Create.

To save the configuration on a NetScaler instance

  1. On the Configuration tab, in the navigation pane, click NetScaler.
  2. In the NetScaler pane, click Save Configuration.
  3. In the Save Configuration dialog box, in Instance IP Address, select the IP addresses of the NetScaler instances whose configuration you want to save.
  4. Click OK.

Change NSIP of VPX Instance

The best way to change the NSIP is to edit the instance.

If you change NSIP inside of VPX instead of using the Edit Instance wizard in the Management Service, see article http://support.citrix.com/article/CTX139206 to adjust the XenServer settings.

Enable Call Home

  1. On the Configuration tab, in the navigation pane, click the NetScaler node.
  2. On the right, click Call Home.
  3. Enter an email address to receive communications regarding NetScaler Call Home.
  4. Check the box next to Enable Call Home.
  5. Select the instances to enable Call Home, and click OK.
  6. You can view the status of Call Home by expanding NetScaler, and clicking Call Home.
  7. The right pane indicates if it’s enabled or not. You can also configure Call Home from here.

VPX Instance – Firmware Upgrade

Upload NetScaler Firmware Build Files

To upgrade a VPX instance from the Management Service, first upload the firmware build file.

  1. Download the NetScaler firmware using the normal method. It’s in the Build section.
  2. On the SDX, in the Configuration tab, on the left, expand NetScaler, and click Software Images.
  3. On the right, in the Software Images tab, click Upload.
  4. Browse to the build…tgz file and click Open.

Upgrading Multiple NetScaler VPX Instances

You can upgrade multiple instances at the same time.

  1. To prevent any loss of the configuration running on the instance that you want to upgrade, save the configuration on the instance before you upgrade the instance.
  2. On the Configuration tab, in the navigation pane, expand NetScaler and click Instances.
  3. Select an instance, and click Upgrade.
  4. In the Upgrade NetScaler dialog box, in Build File, select the NetScaler upgrade build file of the version you want to upgrade to. Ignore the Documentation File. Click OK.

Management Service Monitoring

  1. To view syslog, in the navigation pane, expand System, click Auditing, and then click Syslog Message in the right pane.
  2. To view the task log, in the navigation pane, expand Diagnostics, and then click Task Log.
  3. To view Management Service events, on the Configuration tab, in the expand System and click Events.
  4. NetScaler > Entities lets you see the various Load Balancing entities configured on the instances. You might have to click Poll Now to get them to show up.
  5. To view instance alerts, go to NetScaler > Events > All Events.
  6. There is also event reporting.

Management Service Backups

The SDX appliance automatically keeps three backups of the Management Service configuration that are taken daily at 12:30 am.

Backups in NetScaler SDX contain the following:

  • Single bundle image
  • NetScaler XVA image
  • NetScaler upgrade image
  • Management Service image
  • Management Service configuration
  • NetScaler SDX configuration
  • NetScaler configuration

You can go to Management Service > Backup Files to backup or restore the appliance’s configuration. And you can download the backup files.

You can configure the number of retained backups by clicking System on the left, and then clicking Backup Policy in the right pane.


Horizon View Load Balancing – NetScaler 11.1

Last Modified: Dec 22, 2016 @ 6:14 pm

Navigation

Use this procedure to load balance Horizon View Connection Servers, Horizon View Security Servers, and/or VMware Access Points.

Overview

Servers/Appliances

There are two VMware-provided remote access solutions for Horizon View:

Access Points are preferred over Security Servers for the following reasons:

  • No need to pair with internal Connection Servers. This simplifies the configuration.
  • Linux appliance instead of Windows server.
  • Authentication can be offloaded to Access Point. This includes: Smart Cards, RSA, and RADIUS.

If you are using Access Points instead of Security Servers, then you’ll have the following machines in a highly available Horizon infrastructure:

  • Two Internal Connection Servers – these need to be load balanced on an internal VIP. Internal users connect to the internal VIP.
  • Two DMZ Access Point appliances – these need to be load balanced on a DMZ VIP. External users connect to the DMZ VIP. Access Points connect to the internal VIP.

With Security Servers instead of Access Points, a typical Horizon Infrastructure will have at least six connection servers:

  • Two Internal Connection Servers – these need to be load balanced on an internal VIP. Internal users connect to the internal VIP.
  • Two DMZ Security Servers – these need to be load balanced on a DMZ VIP. External users connect to the DMZ VIP. Each Security Servers connects directly to a “paired” Connection Servers.
  • The DMZ Security Servers are paired with two additional internal “paired” Connection Servers. There is no need to load balance the internal Paired Connection Servers. However, we do need to monitor them.

Since Security Servers are paired with Connection Servers, you need to configure load balancing monitors to disable the Security Server if the paired Connection Server is not accessible. Since Access Points are not paired with Connection Servers, you don’t need this special monitoring configuration.

Protocols/Ports

Horizon 7 introduces a new Blast Extreme protocol. VMware Technical White Paper Blast Extreme Display Protocol in Horizon 7.

For VMware Access Point, Blast Extreme only needs TCP and UDP 443 only. HTML Access in Horizon 7 also uses Blast Extreme protocol (TCP/UDP 443). If you use VMware Access Point with Blast Extreme exclusively, then the number of ports is minimal, and load balancing configuration is simplified. Here are typical load balancing port requirements for Access Point with Blast Extreme only:

  • TCP 443
  • UDP 443

Note: UDP is disabled by default, but it can be enabled using a Blast GPO setting.

For View Security Servers, and Blast Extreme protocol only, then the following load balancing ports are needed. Note: Access Point supports 443 port sharing, but Security Servers do not.

  • TCP 443
  • TCP 8443
  • UDP 8443

Note: UDP is disabled by default, but it can be enabled using a Blast GPO setting.

For all other configurations that don’t use Blast Extreme (PCoIP, HTML Blast), the following ports must be load balanced:

  • TCP 443
  • TCP 4172
  • UDP 4172
  • TCP 8443

If you are load balancing internal Connection Servers only, and if the Secure Gateways are disabled, then the only port you need to load balance is:

  • TCP 443

VMware requires server persistence to apply across multiple load balanced port numbers. If a user is load balanced to a particular View Connection Server on TCP 443, then the connection on UDP 4172 must go the same View Connection Server. Normally load balancing persistence only applies to a single port number, so whatever sever was selected on 443 won’t be considered for the 4172 connection. But in NetScaler, you can configure a Persistency Group to use a single persistency across multiple load balancing vServers (different port numbers). In F5, you configure Match Across.

Also see Load Balancing with Access Point by Mark Benson at VMware Communities.

This topic primarily focuses on NetScaler GUI configuration. Alternatively, you can skip directly to the CLI commands.

Horizon 7 Origin Check

Horizon 7 might not accept your load balanced DNS name unless it’s the same name configured in the Connection Server’s Secure Tunnel configuration. You can change this behavior by disabling Origin Check as detailed at VMware 2144768 Accessing the Horizon View Administrator page displays a blank error window in Horizon 7. Note: this configuration is almost mandatory for Access Points, since Secure Tunnel is disabled on the Connection Servers.

Load Balancing Monitors

Users connect to Connection Servers, Security Servers, and Access Point appliances on multiple ports: TCP 443, UDP 443, TCP 8443, UDP 8443, TCP 4172, and UDP 4172. Users will initially connect to TCP port 443, and then be redirected to one of the other ports on the same server/appliance initially used for the TCP 443 connection. If TCP 443 is up, but UDP 4172 is down on the same server/appliance, then you probably wan’t to take TCP 443 down too. To facilitate this, create a monitor for each of the ports, and bind all of the monitors to the TCP 443 service. If any of the monitors goes down, then TCP 443 is also taken down.

SSL (443) Monitor

  1. On the left, expand Traffic Management, expand Load Balancing, and click Monitors.
  2. On the right, click Add.
  3. Name it Horizon-SSL or similar.
  4. Change the Type drop-down to HTTP-ECV.
  5. On the Standard Parameters tab, in the Destination Port field, enter 443.
  6. Scroll down and check the box next to Secure.
  7. On the Special Parameters tab, in the Send String section, enter GET /broker/xml
  8. In the Receive String section, enter clientlaunch-default
  9. Scroll down, and click Create.

PCoIP (4172) Monitor

  1. On the right, click Add.
  2. Name it Horizon-PCoIP or similar.
  3. Change the Type drop-down to TCP.
  4. On the Standard Parameters tab, in the Destination Port field, enter 4172.
  5. Scroll down and click Create.

Blast (8443) Monitor

  1. On the right, click Add.
  2. Name it Horizon-Blast or similar.
  3. Change the Type drop-down to TCP.
  4. On the Standard Parameters tab, in the Destination Port field, enter 8443.
  5. Scroll down and click Create.

Paired Connection Server Monitor

Note: the steps in this section do not apply to Access Points or internal Connection Servers.

View Security Servers are paired with View Connection Servers. If the paired View Connection Server is down, then we should probably stop sending users to the corresponding View Security Server. Let’s create a monitor that has a specific IP address in it.

  1. Click the ellipsis next to the existing Horizon-SSL monitor, and click Add.
  2. Normally a monitor does not have any Destination IP defined, which means it uses the IP address of the service that it is bound to. However, we intend to bind this monitor to the View Security Server, but we need it to monitor the paired View Connection Server, which is a different IP address. Type in the IP address of the paired View Connection Server. Then rename the monitor so it includes the paired View Connection Server name. Click Create.
  3. Since we are embedding an IP address into the monitor, you have to create a separate monitor for each paired Connection Server IP. Create another monitor. Specify the IP of the other paired Connection Server. Click Create.

Load Balancing Servers

Create Server Objects for the DMZ Security Servers, DMZ Access Point appliances, and the internal non-paired Connection Servers. Do not create Server Objects for the Paired Connection Servers.

  1. On the left, expand Traffic Management, expand Load Balancing, and click Servers.
  2. On the right, click Add.
  3. Enter a descriptive server name, usually it matches the actual server name.
  4. Enter the IP address of the Access Point, Horizon Connection Server, or Horizon Security Server.
  5. Enter comments to describe the server. Click Create.
  6. Continue adding Access Points, Horizon Connection Servers, and/or Horizon Security Servers.

Load Balancing Services

Overview

Services vs Service Groups:

  • For Security Servers, if the paired Connection Server is down, then we need the Security Server to go down too. One of the monitors bound to the Security Server contains the IP address of the paired Connection Server. Since each Security Server is paired with a different Connection Server, that means each Security Server will have a unique monitoring configuration. This precludes us from adding multiple Security Servers to a single Service Group since you can only have one monitor configuration for the entire Service Group. Instead, create separate Services (multiple port numbers) for each Security Server.
    • Individual services per server are only needed for TCP 443. The other ports can be service groups.
  • For Access Points, there is no special monitoring configuration, and thus these appliances could be added to Service Groups (one for each port number).
  • For internal Connection Servers (non-paired), there is no special monitoring configuration, and thus these appliances could be added to one Service Group. Internal Connection Servers usually only need TCP 443 load balanced.

For Internal Connection Servers (not the paired servers), load balancing monitoring is very simple:

  • Create a service group for SSL 443.
  • To verify server availability, monitor port TCP 443 on the same server.
  • If tunneling is disabled, then internal users connect directly to View Agents and UDP/TCP 4172 and TCP 8443 are not used on Internal Connection Servers. There’s no need to create service groups and monitors for these ports.

Security Servers and Access Point appliances are more complex:

  • For Blast Extreme protocol through Access Points, if UDP is not enabled, then you only need services for TCP 443. If UDP is enabled, then you also need load balancing services for UDP 443.
  • For Blast Extreme protocol through View Security Servers, if UDP is not enabled, then you only need services for TCP 443 and TCP 8443. If UDP is enabled, then you also need load balancing services for UDP 8443.
  • For PCoIP protocol, all traffic initially connects on TCP 443. The Horizon clients then connect to UDP 4172 on the same Security Server or Access Point. If 4172 is down, then 443 should be taken down. Bind monitors for each port to the TCP 443 service. If any of the monitors fails (e.g. 4172 is down), then TCP 443 is taken down and NetScaler will no longer forward traffic to TCP 443 on that particular server/appliance.
  • Each View Security Server is paired with an internal View Connection Server. If the internal Connection Server is down then the Security Server should be taken down. This requires custom monitors for each Security Server. This is not a problem for Access Points.

Load Balancing Services Configuration Summary

The summaries are split into PCoIP vs Blast Extreme, and View Security Servers vs Access Points. If you are using both PCoIP and Blast Extreme, combine their configurations.

Two Access Points for Blast Extreme: if they are named VAP01 and VAP02, the load balancing service configuration for Blast Extreme in Horizon 7 (no PCoIP) is summarized as follows (scroll down for detailed configuration):

  • Service Group, Protocol = SSL_BRIDGE
    • Members = VAP01 and VAP02
    • Port = 443
    • Monitor = SSL (443)
  • Service Group, Protocol = UDP (this service group is only needed if Blast Extreme UDP is enabled)
    • Members = VAP01 and VAP02
    • Port = 443
    • Monitor = SSL (443) or ping

Two Access Points for PCoIP protocol: if they are named VAP01 and VAP02, the load balancing service configuration for PCoIP is summarized as follows (scroll down for detailed configuration):

  • Service Group, Protocol = SSL_BRIDGE
    • Members = VAP01 and VAP02
    • Port = 443
    • Monitor = SSL (443)
  • Service Group, Protocol = TCP
    • Members = VAP01 and VAP02
    • Port = 4172
    • Monitor = PCoIP (TCP 4172)
  • Service Group, Protocol = UDP
    • Members = VAP01 and VAP02
    • Port = 4172
    • Monitor = PCoIP (TCP 4172)
  • Service Group, Protocol = SSL_BRIDGE
    • Members = VAP01 and VAP02
    • Port = 8443
    • Monitor = Blast (8443)
  • Service Group, Portocol = UDP
    • Members = VAP01 and VAP02
    • Port = 8443
    • Monitor = Blast (8443)

Two Security Servers for Blast Extreme: if they are named VSS01 and VSS02, the load balancing service configuration for Blast Extreme in Horizon 7 (no PCoIP) is summarized as follows (scroll down for detailed configuration):

  • Service Group, Protocol = SSL_BRIDGE
    • Members = VSS01 and VSS02
    • Port = 443
    • Monitor = SSL (443)
  • Service Group, Protocol = SSL_BRIDGE
    • Members = VSS01 and VSS02
    • Port = 8443
    • Monitor = Blast (8443)
  • Service Group, Protocol = UDP (this service group is only needed if Blast Extreme UDP is enabled)
    • Members = VSS01 and VSS02
    • Port = 8443
    • Monitor = SSL (443) or ping

Two View Security Servers with PCoIP: If the View Security Servers are named VSS01 and VSS02, the load balancing service configuration for PCoIP is summarized as follows (scroll down for detailed configuration):

  • Server = VSS01, Protocol = SSL_BRIDGE, Port = 443
    • Monitors = PCoIP (TCP 4172), SSL (443), and Blast (8443)
    • Monitor = SSL (443) for paired View Connection Server VCS01.
  • Server = VSS02, Protocol = SSL_BRIDGE, Port = 443
    • Monitors = PCoIP (TCP 4172), SSL (443), and Blast (8443)
    • Monitor = SSL (443) for paired View Connection Server VCS02.
  • Service Group, Protocol = UDP
    • Members = VSS01 and VSS02
    • Port = 443
    • Monitor = SSL (443) or ping
  • Service Group, Protocol = TCP
    • Members = VSS01 and VSS02
    • Port = 4172
    • Monitor = PCoIP (TCP 4172)
  • Service Group, Protocol = UDP
    • Members = VSS01 and VSS02
    • Port = 4172
    • Monitor = PCoIP (TCP 4172)
  • Service Group, Protocol = SSL_BRIDGE
    • Members = VSS01 and VSS02
    • Port = 8443
    • Monitor = Blast (8443)
  • Service Group, Portocol = UDP
    • Members = VSS01 and VSS02
    • Port = 8443
    • Monitor = Blast (8443)

TCP 443 Load Balancing Services

Here are general instructions for the TCP 443 Horizon load balancing services. These instructions detail the more complicated Security Server configuration, since each Security Server needs to monitor its paired Connection Servers. If you are load balancing Access Point or internal Connection Servers, you could configure a Service Group instead of individual services. See the above configuration summaries for your specific configuration.

  1. On the left, expand Traffic Management, expand Load Balancing, and click Services.
  2. On the right, click Add.
  3. Give the Service a descriptive name (e.g. svc-VSS01-SSL).
  4. Change the selection to Existing Server and select the Access Point, Security Server or internal (non-paired) Connection Server you created earlier.
  5. Change the Protocol to SSL_BRIDGE, and click OK.
  6. On the left, in the Monitors section, click where it says 1 Service to Load Balancing Monitor Binding.
  7. Ignore the current monitor, and click Add Binding.
  8. Click the arrow next to Click to select.
  9. Select the Horizon-SSL monitor, and click Select.
  10. Then click Bind.
  11. If you are load balancing PCoIP through a View Security Server or Access Point, add monitors for PCoIP Secure Gateway (4172) and Blast Secure Gateway (8443) too. If 4172 or 8443 fails, then 443 needs to be marked DOWN.

  12. If this is a Security Server, also add a monitor that has the IP address of the paired Connection Server. If the paired Connection Server is down, then the Security Server needs to marked as DOWN so NetScaler needs to stop sending connections to this Security Server.
  13. The Last Response should indicate Success. If you bound multiple monitors to the Service, then the member will only be UP if all monitors succeed. There’s a refresh button on the top-right. Click Close when done.
  14. Then click Done.
  15. Selec the first service, and click Add.
  16. Change the name to match the second Horizon Server or Access Point.
  17. Select Existing Server and use the Server drop-down to select to the second Horizon Server.
  18. The remaining configuration is identical to the first server. Click OK.
  19. You will need to configure the monitors again. They will be identical to the first server except for the monitoring of the paired View Connection Server. Click Done when done.

Other Ports Load Balancing Services

Here are general instructions for the remaining Horizon load balancing services. These instructions use Service Groups, but you could just as easily add Services instead. See the above summaries for your specific configuration.

  1. On the left, go to Traffic Mgmt > Load Balancing > Service Groups.
  2. On the right, click Add.
  3. Name it svcgrp-Horizon-UDP443 or similar. UDP 443 is for Blast Extreme in Horizon 7 through Access Points. If View Security Servers, the name should be svcgrp-Horizon-UDP8443.
  4. Change the Protocol to UDP. Click OK.
  5. Click where it says No Service Group Member.
  6. Change the selection to Server Based and then click Click to select.
  7. Select your multiple Security Servers or multiple Access Points and click Select.
  8. If Access Points, enter 443 as the Port. If View Security Servers, enter 8443 as the port. Click Create.
  9. Click OK.
  10. On the right, in the Advanced Settings column, add the Monitors section.
  11. Click where it says No Service Group to Monitor Binding.
  12. Click to select.
  13. Select the Horizon-SSL monitor, click Select, and then click Bind.
  14. Click Done.
  15. Add another Service Group for PCoIP on TCP 4172.
    1. Name = svcgrp-Horizon-PCoIPTCP or similar.
    2. Protocol = TCP

    3. Members = multiple Security Servers or multiple Access Points.
    4. Port = 4172.
    5. Monitors = Horizon-PCoIP. You can add the other monitors if desired.
  16. Add another Service Group for PCoIP on UDP 4172.
    1. Name = svcgrp-Horizon-PCoIPUDP or similar.
    2. Protocol = UDP

    3. Members = multiple Security Servers or multiple Access Points
    4. Port = 4172.
    5. Monitors = Horizon-PCoIP. You can add the other monitors if desired.
  17. Add another Service Group for SSL_BRIDGE 8443.
    1. Name = svcgrp-Horizon-TCP8443 or similar.
    2. Protocol = SSL_BRIDGE

    3. Members = multiple Security Servers or multiple Access Points
    4. Port = 8443.
    5. Monitors = Horizon-Blast. You can add the other monitors if desired.
  18. If you haven’t done this already, add another Service Group for UDP 8443 (Blast Extreme in Horizon 7).
    1. Name = svcgrp-Horizon-UDP8443 or similar.
    2. Protocol = UDP
    3. Members = multiple Security Servers or multiple Access Points
    4. Port = 8443.
    5. Monitors = Horizon-Blast. You can add the other monitors if desired.
  19. The five service groups should look something like this:

Load Balancing Virtual Servers

Create separate load balancing vServers for internal and DMZ.

  • Internal VIP load balances the non-paired Internal Connections Servers. Access Point appliances also use this VIP to access the internal Connection Servers.
  • DMZ VIP load balances the Security Servers or Access Point appliances.

The paired View Connection Servers do not need to be load balanced.

For the internal Connection Servers you only need a load balancer for SSL_BRIDGE 443. If tunneling is disabled, then you don’t need load balancers for the other ports (UDP/TCP 4172 and SSL_BRIDGE 8443).

However, Security Servers and Access Points listen on more ports so you will need separate load balancers for each port number. Here is a summary of their Virtual Servers, all listening on the same IP address. Depending on the configured protocol, you might not need all of these Virtual Servers.

  • Virtual Server on SSL_BRIDGE 443 – bind both Horizon SSL_BRIDGE 443 Services.
  • Virtual Server on UDP 443 (Horizon 7) – bind the UDP 443 service group.
  • Virtual Server on UDP 4172 – bind the PCoIPUDP service group.
  • Virtual Server on TCP 4172 – bind the PCoIPTCP service group.
  • Virtual Server on SSL_BRIDGE 8443 – bind the SSL_BRIDGE 8443 service group.
  • Virtual Server on UDP 8443 (Horizon 7) – bind the UDP 8443 service group.

Do the following to create the Virtual Servers:

  1. On the left, under Traffic Management > Load Balancing, click Virtual Servers.

  2. On the right, click Add.
  3. Name it lbvip-Horizon-SSL or similar.
  4. Change the Protocol to SSL_BRIDGE.
  5. Specify a new VIP. This one VIP will be used for all of the Virtual Servers.
  6. Enter 443 as the Port.
  7. Click OK.
  8. On the left, in the Services and Service Groups section, click where it says No Load Balancing Virtual Server Service Binding.
  9. Click the arrow next to Click to select.
  10. Select the two Horizon-SSL Services and click Select.
  11. Click Bind.
  12. Click Continue.
  13. Then click Done. Persistency will be configured later.
  14. If this is Horizon 7, and if this is an Access Point, then create another Load Balancing Virtual Server for UDP 443:
    1. Same VIP as the TCP 443 Load Balancer.
    2. Protocol = UDP, Port = 443
    3. Service Group Binding = the UDP 443 Service Group

  15. If this is a Security Server or Access Point, then create another Load Balancing Virtual Server for PCoIP UDP 4172:
    1. Same VIP as the 443 Load Balancer.
    2. Protocol = UDP, Port = 4172
    3. Service Group Binding = the PCoIP UDP Service Group.

  16. If this is a Security Server or Access Point, then create another Load Balancing Virtual Server for PCoIP TCP 4172:
    1. Same VIP as the 443 Load Balancer.
    2. Protocol = TCP, Port = 4172
    3. Service Group Binding = the PCoIP TCP Service Group

  17. If this is a Security Server or Access Point, then create another Load Balancing Virtual Server for SSL_BRIDGE 8443:
    1. Same VIP as the 443 Load Balancer.
    2. Protocol = SSL_BRIDGE, Port = 8443
    3. Service Group Binding = the TCP 8443 SSL_BRIDGE Service Group

  18. If this is a Security Server or Access Point, then create another Load Balancing Virtual Server for UDP 8443:
    1. Same VIP as the 443 Load Balancer.
    2. Protocol = UDP, Port = 8443
    3. Service Group Binding = the UDP 8443 SSL_BRIDGE Service Group

  19. This gives you six Virtual Servers on the same VIP, but different protocols and port numbers.

Persistency Group

For Security Servers and Access Points, users will first connect to SSL_BRIDGE 443 and be load balanced. Subsequent connections to the other port numbers must go to the same load balanced server. Create a Persistency Group to facilitate this.

For internal View Connection Servers, then you probably only have one SSL_BRIDGE load balancer for those servers, and thus you could configure persistence directly on that one load balancing vServer instead of creating a Persistency Group. However, since the Security Servers and Access Points have multiple load balancing vServers on different ports, then you need to bind them together into a Persistency Group.

  1. On the left, under Traffic Management, expand Load Balancing, and click Persistency Groups.
  2. On the right, click Add.
  3. Give the Persistency Group a name (e.g. Horizon).
  4. Change the Persistence to SOURCEIP.
  5. Enter a timeout that is equal to or greater than the timeout in Horizon View Administrator, which defaults to 10 hours (600 minutes).
  6. In the Virtual Server Name section, click Add.
  7. Move all six Security Server / Access Point Load Balancing Virtual Servers to the right. Click Create.

CLI Commands

Here’s a list of CLI commands for the most basic configuration of two Access Points with Blast Extreme only (no PCoIP):

add server VAP01 10.2.2.187
add server VAP02 10.2.2.24
add lb monitor Horizon-SSL HTTP-ECV -send "GET /broker/xml" -recv clientlaunch-default -secure YES
add serviceGroup svcgrp-Horizon-SSL SSL_BRIDGE
add serviceGroup svcgrp-Horizon-UDP443 UDP
bind serviceGroup svcgrp-Horizon-SSL VAP01 443
bind serviceGroup svcgrp-Horizon-SSL VAP02 443
bind serviceGroup svcgrp-Horizon-SSL -monitorName Horizon-SSL
bind serviceGroup svcgrp-Horizon-UDP443 VAP01 443
bind serviceGroup svcgrp-Horizon-UDP443 VAP02 443
bind serviceGroup svcgrp-Horizon-UDP443 -monitorName Horizon-SSL
add lb vserver lbvip-Horizon-SSL SSL_BRIDGE 10.2.2.204 443
add lb vserver lbvip-Horizon-UDP443 UDP 10.2.2.204 443
bind lb vserver lbvip-Horizon-SSL svcgrp-Horizon-SSL
bind lb vserver lbvip-Horizon-UDP443 svcgrp-Horizon-UDP443
bind lb group Horizon lbvip-Horizon-SSL
bind lb group Horizon lbvip-Horizon-UDP443
set lb group Horizon -persistenceType SOURCEIP -timeout 600

Here’s a list of CLI commands for the more complicated Security Server configuration:

add server VSS01 10.2.2.187
add server VSS02 10.2.2.24
add lb monitor Horizon-PCoIP TCP -destPort 4172
add lb monitor Horizon-Blast TCP -destPort 8443
add lb monitor Horizon-SSL HTTP-ECV -send "GET /broker/xml" -recv clientlaunch-default -secure YES
add lb monitor Horizon-SSL-VCS01 HTTP-ECV -send "GET /broker/xml" -recv clientlaunch-default -destIP 10.2.2.19 -destPort 443 -secure YES
add lb monitor Horizon-SSL-VCS02 HTTP-ECV -send "GET /broker/xml" -recv clientlaunch-default -destIP 10.2.2.20 -destPort 443 -secure YES
add service svc-VSS01-SSL VSS01 SSL_BRIDGE 443
add service svc-VSS02-SSL VSS02 SSL_BRIDGE 443
bind service svc-VSS02-SSL -monitorName Horizon-SSL-VCS02
bind service svc-VSS02-SSL -monitorName Horizon-SSL
bind service svc-VSS02-SSL -monitorName Horizon-Blast
bind service svc-VSS02-SSL -monitorName Horizon-PCoIP
bind service svc-VSS01-SSL -monitorName Horizon-SSL-VCS01
bind service svc-VSS01-SSL -monitorName Horizon-Blast
bind service svc-VSS01-SSL -monitorName Horizon-PCoIP
bind service svc-VSS01-SSL -monitorName Horizon-SSL
add serviceGroup svcgrp-Horizon-UDP443 UDP
add serviceGroup svcgrp-Horizon-PCoIPTCP TCP
add serviceGroup svcgrp-Horizon-PCoIPUDP UDP
add serviceGroup svcgrp-Horizon-TCP8443 SSL_BRIDGE
add serviceGroup svcgrp-Horizon-UDP8443 UDP
bind serviceGroup svcgrp-Horizon-UDP443 VSS01 443
bind serviceGroup svcgrp-Horizon-UDP443 VSS02 443
bind serviceGroup svcgrp-Horizon-UDP443 -monitorName Horizon-SSL
bind serviceGroup svcgrp-Horizon-PCoIPTCP VSS01 4172
bind serviceGroup svcgrp-Horizon-PCoIPTCP VSS02 4172
bind serviceGroup svcgrp-Horizon-PCoIPTCP -monitorName Horizon-PCoIP
bind serviceGroup svcgrp-Horizon-PCoIPUDP VSS01 4172
bind serviceGroup svcgrp-Horizon-PCoIPUDP VSS02 4172
bind serviceGroup svcgrp-Horizon-PCoIPUDP -monitorName Horizon-PCoIP
bind serviceGroup svcgrp-Horizon-TCP8443 VSS01 8443
bind serviceGroup svcgrp-Horizon-TCP8443 VSS02 8443
bind serviceGroup svcgrp-Horizon-TCP8443 -monitorName Horizon-Blast
bind serviceGroup svcgrp-Horizon-UDP8443 VSS01 8443
bind serviceGroup svcgrp-Horizon-UDP8443 VSS02 8443
bind serviceGroup svcgrp-Horizon-UDP8443 -monitorName Horizon-Blast
add lb vserver lbvip-Horizon-SSL SSL_BRIDGE 10.2.2.204 443
add lb vserver lbvip-Horizon-UDP443 UDP 10.2.2.204 443
add lb vserver lbvip-Horizon-PCoIPUDP UDP 10.2.2.204 4172
add lb vserver lbvip-Horizon-PCoIPTCP TCP 10.2.2.204 1472
add lb vserver lbvip-Horizon-8443TCP SSL_BRIDGE 10.2.2.204 8443
add lb vserver lbvip-Horizon-8443UDP UDP 10.2.2.204 8443
bind lb vserver lbvip-Horizon-SSL svc-VSS01-SSL
bind lb vserver lbvip-Horizon-SSL svc-VSS02-SSL
bind lb vserver lbvip-Horizon-UDP443 svcgrp-Horizon-UDP443
bind lb vserver lbvip-Horizon-PCoIPTCP svcgrp-Horizon-PCoIPTCP
bind lb vserver lbvip-Horizon-PCoIPUDP svcgrp-Horizon-PCoIPUDP
bind lb vserver lbvip-Horizon-8443TCP svcgrp-Horizon-TCP8443
bind lb vserver lbvip-Horizon-8443UDP svcgrp-Horizon-UDP8443
bind lb group Horizon lbvip-Horizon-SSL
bind lb group Horizon lbvip-Horizon-UDP443
bind lb group Horizon lbvip-Horizon-PCoIPUDP
bind lb group Horizon lbvip-Horizon-PCoIPTCP
bind lb group Horizon lbvip-Horizon-8443TCP
bind lb group Horizon lbvip-Horizon-8443UDP
set lb group Horizon -persistenceType SOURCEIP -timeout 600

Horizon View Configuration – Security Servers

This section is not needed for Access Points. For Access Points, the secure gateways should be disabled, not enabled.

  1. On the Security Servers (or Connection Servers), request a certificate that matches the FQDN that resolves to the Load Balancing VIP.
  2. Make sure the private key is exportable.
  3. Set the Friendly Name to vdm and restart the View Security Server services.
  4. In View Administrator, go to View Configuration > Servers.
  5. On the right, switch to the Security Servers tab.
  6. Highlight a server and click Edit.
  7. Change the URLs to the FQDN that resolves to the load balancing VIP.
  8. Change the PCoIP URL to the VIP. For View Security Servers, this is typically a public IP that is NAT’d to the DMZ Load Balancing VIP.

nFactor Authentication for NetScaler Gateway 11.1

Last Modified: Jan 14, 2017 @ 11:02 am

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Overview

nFactor lets you configure an unlimited number of authentication factors. You are no longer limited to just two factors. Each authentication factor performs the following tasks:

  • nFactor requests credentials from the user. These credentials can be anything supported by NetScaler including:
    • SAML
    • Certificate
    • oAuth
    • Kerberos
    • Forms-based authentication (traditional web-based logon page) for LDAP, RADIUS, etc.
      • Multiple passwords can be collected with one form.
      • Or prompt the user multiple times throughout the authentication chain.
      • The logon page can contain a domain drop-down.
  • nFactor evaluates the credentials. The results can be:
    • Authentication success
    • Authentication failure
    • Group extraction
    • Attribute extraction from SAML, Certificate, etc.
  • Based on the evaluation results, do one of the following:
    • Allow access
    • Use authentication evaluation results to select next factor
    • Deny access
  • Multiple factor evaluations can be chained together. The chosen next factor is based on the results of the prior factor. This can continue indefinitely. The next factor can do one of the following:
    • Prompt the user for more credentials
    • Evaluate the already entered next set of credentials
    • Use policy expression to select another next factor (no authentication). This is typically used with group extraction so that groups determine the next factor.
  • NetScaler Gateway can perform Endpoint Analysis (EPA) and use the scan results to select nFactor authentication factors.

Here are some nFactor use cases, but the combinations are almost limitless:

  • Authentication method based on Active Directory group: Logon screen asks for user name only. Extract user’s groups from Active Directory. Based on user’s Active Directory groups, either ask user for certificate, or ask user for LDAP password. If LDAP, the username doesn’t need to be entered again.
  • Ask for Certificate first:
    • If certificate, perform LDAP only.
    • If no certificate, perform LDAP + RADIUS
  • Two-factor with passwords checked in specific order: Logon screen with two password fields. Check the first password. If the first password succeeds, then check the second password. This lets you check RADIUS before LDAP.
  • Run Endpoint Analysis first:
    • If passes, perform LDAP only.
    • If fails, perform LDAP + RADIUS

You configure nFactor in the AAA feature, and then bind it to NetScaler Gateway Virtual Servers. Because of AAA, NetScaler Enterprise Edition is required.

  • Note: nFactor works with browser clients, but it does not work with Receiver Self-Service (native Receiver).

nFactor configuration summary (detailed instructions below):

  • Each factor is a combination of Advanced Authentication Policies and Login Schema.
    • Advanced policy means it uses an Advanced (Default Syntax) expression as opposed to the classic syntax expression traditionally used in NetScaler Gateway authentication policies.
    • Login Schema is a custom HTML form where users enter credentials.
  • The first factor (Advanced Authentication Policies and Login Schema) is bound directly to a AAA Virtual Server.
  • Next factors are bound to Authentication Policy Labels. These Labels are then chained to Advanced Authentication Policies in prior factors.
  • Authentication Profile links AAA nFactor with NetScaler Gateway.

AAA Virtual Server

Create AAA Virtual Server

To use nFactor with NetScaler Gateway, you first configure it on a AAA Virtual Server. Then you later bind the AAA Virtual Server to the NetScaler Gateway Virtual Server.

  1. If AAA feature is not already enabled, go to Security > AAA, right-click AAA, and Enable Feature.
  2. Go to Security > AAA > Virtual Servers.
  3. On the right, click Add.
  4. Give the Virtual Server a name.
  5. If you are only using this AAA Virtual Server for NetScaler Gateway, then you can change the IP address Type to Non Addressable. It’s also possible to content switch to AAA.
  6. Click OK.
  7. In the Certificates section, click where it says No Server Certificate.
  8. Click to select.
  9. Select a certificate for the AAA Virtual Server, and click Select. Since this AAA Virtual Server is not directly addressable, the chosen certificate doesn’t matter.
  10. Click Bind.
  11. Click Continue.
  12. You probably don’t have any Advanced Authentication Policies yet, so just click Continue.

AAA Portal Theme

If this AAA Virtual Server is used not just for NetScaler Gateway, but also for traffic management (Load Balancing, Content Switching), then you might want to change the AAA Portal theme.

  1. Go to NetScaler Gateway > Portal Themes and add a theme.
  2. After adjusting it as desired, at the top of the portal theme editing page, Click to Bind and View Configured Theme.
  3. Change the selection to Authentication.
  4. Use the Authentication Virtual Server Name drop-down to select the AAA Virtual Server, and click Bind and Preview.

Client Certificate Authentication

If one of your authentication Factors is certificate, then you must perform some SSL configuration on the AAA Virtual Server:

  1. Go to Traffic Management > SSL > Certificates > CA Certificates, and install the root certificate for the issuer of the client certificates. Root certificates do not have a key file.
  2. Go to Security > AAA > Virtual Servers, and edit an existing AAA Virtual Server.
  3. On the left, in the SSL Parameters section, click the pencil icon.
  4. If you don’t see this section, then Default SSL Profiles are probably enabled. You’ll need to create a custom SSL Profile at System > Profiles > SSL Profile. Unfortunately, it’s not possible to bind the custom SSL Profile to AAA vServer using the GUI, but you can do it using the CLI (set ssl vserver MyAAAvServerName -sslProfile MySSLProfileName)
  5. Check the box next to Client Authentication.
  6. Make sure Client Certificate drop-down is set to Optional, and click OK.
  7. On the left, in the Certificates section, click where it says No CA Certificate.
  8. Click to select.
  9. Select the root certificate for the issuer of the client certificates, and click Select.
  10. Click Bind.

Login Schema

Login Schema XML File

Login Schema is an XML file providing the structure of forms-based authentication logon pages.

nFactor implies multiple authentication Factors that are chained together. Each Factor can have different Login Schema pages/files. In some authentication scenarios, users could be presented with multiple logon screens.

Or you can have one Factor gather information that can be passed on to later Factors, so that the later Factors don’t need to display another Login Schema. This is particularly useful for traditional two-password logon screens (LDAP + RADIUS), since each password is evaluated in a separate Factor:

  • The first password is evaluated in the first factor (e.g. LDAP). If successful, then proceed to the second factor.
  • The second factor (e.g. RADIUS) evaluates the second password. However, the second password has already been entered, so there’s no need to ask the user for it again. To prevent a Login Schema from being shown to the user, select noschema (LSCHEMA_INT) in the Authentication Policy Label.

Several Login Schema .xml files are included with NetScaler under /nsconfig/loginschema/LoginSchema.

NetScaler 11.1 lets you edit the labels from within the GUI. When the labels are changed, NetScaler copies the Login Schema to a new .xml file.

Or you can use WinSCP to connect to the appliance, duplicate one of the existing .xml files, and edit it as desired. For example, you can configure fields (InitialValue tag) to pre-fill information from previous Factors, as shown below:

The login schema can also contain a domain drop-down. See CTX201760 nFactor – Domain Drop-Down in First Factor then Different Policy Evaluations Based on Groups for a sample configuration.

CTX219545 Custom Login Labels in NetScaler nFactor Authentication: add a Requirement element with a Label sub-element to the Login Schema .xml file. Then use Javascript to populate the label with any desired HTML. For example:  💡

Login Schema Profile

To configure a Login Schema Profile:

  1. Create or Edit a Login Schema .XML file based on your nFactor design.
  2. Go to Security > AAA > Login Schema.
  3. On the right, switch to the Profiles tab, and click Add.
  4. In the Authentication Schema field, click the pencil icon.
  5. Click the LoginSchema folder to see the files in it.
  6. Select one of the files. You can see a preview on the right. The labels can be changed by clicking the Edit button on the top right.
  7. When you Save the changes, a new file is created under /nsconfig/LoginSchema.
  8. On the top right, click Select.
  9. Give the Login Schema a name, and click More.
  10. You typically need to use the entered credentials elsewhere. For example, you might need to use the username and one of the passwords to later Single Sign-on to StoreFront. Near the bottom of the Login Schema Profile, enter unique values for the indexes. These values can be between 1 and 16.
  11. You can also configure these values on your noschema profiles so that passwords received from a previous factor can be put into a different Index.
  12. Later you reference these index values in a Traffic Policy/Profile by using the expression HTTP.REQ.USER.ATTRIBUTE(#).
  13. Click Create.
  14. Note: if you later edit the Login Schema .xml file, the changes might not be reflected until you edit the Login Schema Profile and select the .xml file again

Login Schema Policy

Login Schemas can be bound directly to a AAA Virtual Server. If one of the Advanced Authentication policies bound directly to the AAA Virtual Server is forms-based, then bind the Login Schema directly to the AAA Virtual Server. If you are binding the Login Schema directly to a AAA Virtual Server, then you must first create a Login Schema Policy expression that is linked to the Login Schema Profile.

Or Login Schemas can be bound to an Authentication Policy Label (described later). If you are binding a Login Schema to an Authentication Policy Label, then there’s no need to create a Login Schema policy expression.

To create and bind a Login Schema Policy:

  1. On the left, go to Security > AAA > Login Schema.
  2. On the right, switch to the Policies tab, and click Add.
  3. Use the Profile drop-down to select the Login Schema Profile you already created.
  4. Enter a Default Syntax expression in the Rule box, and click Create.
  5. On the left, go to Security > AAA > Virtual Servers, and edit an existing AAA Virtual Server.
  6. On the right, in the Advanced Settings column, click Login Schemas.
  7. On the left, in the Login Schemas section, click where it says No Login Schemas.
  8. Click to select.
  9. Select the Login Schema policy, and click Select. Only Login Schema Policies appear in this list. Login Schema Profiles (without a policy) do not appear.
  10. Click Bind.

Advanced Authentication Policies

Authentication policies are a combination of policy expression and policy action. If the expression is true, then evaluate the action.

The Action is always an authentication server (LDAP, RADIUS, etc.).

The policy expression can be either in classic syntax, or in the newer default syntax.

The policy type is either Basic or Advanced. Basic policies can only use classic syntax. Advanced policies only use the newer default syntax. Both types of policies use the same Actions (authentication servers).

nFactor requires Advanced Authentication Policies; Basic policies won’t work.

Create Advanced Authentication Policy

You will need Authentication Actions/Servers (e.g. LDAP, RADIUS, CERT, SAML, etc.)

When creating an Advanced Authentication Policy, there’s a plus icon that lets you create Authentication Actions/Servers.

Or you can create Authentication Actions prior to creating the Advanced Authentication Policy. The Authentication Actions are located under the Security > AAA > Policies > Basic Policies > <Action Type> node. On the right, switch to the Servers tab to create the Actions/Servers. Once the Actions are created, use the instructions below to create the Advanced Authentication Policy. There’s no need to create a Basic Authentication Policy.

To create an Advanced Authentication Policy:

  1. Go to Security > AAA > Authentication > Advanced Policies > Policy.
  2. On the right, click Add. You typically create at least one Authentication Policy for each Factor. When you create multiple Authentication Policies for one Factor, NetScaler checks each policy in priority order until one of them succeeds.
  3. Use the Action Type drop-down to select the Action Type (e.g. LDAP). The Action Type depends on your nFactor flow design.
  4. If you don’t currently have any Actions configured, of if you want to create a new one, click the plus icon next to the Action drop-down. The Actions/Servers are created in the normal fashion.
  5. In the Expression box, enter an expression using the Default Syntax. ns_true won’t work because that’s Classic syntax. There’s an Expression Editor link on the right. Or hit Ctrl+Space to see your options. true is a valid Default expression. Click Create when done.
  6. Create more Advanced Authentication Policies as needed for your nFactor design.

Bind Advanced Authentication Policy to AAA

Only the Advanced Authentication Policies for the first Factor are bound directly to the AAA Virtual Server. The Advanced Authentication Policies for the remaining Factors are bound to Authentication Policy Labels as detailed in the next section.

  1. Go to Security > AAA > Virtual Servers.
  2. Edit an existing AAA Virtual Server.
  3. On the left, in the Advanced Authentication Policies section, click where it says No Authentication Policy.
  4. Click to select.
  5. Select the Advanced Authentication Policy, and click Select.
  6. The Select Next Factor field can optionally point to an Authentication Policy Label as detailed in the next section. The Next Factor is only evaluated if this Advanced Authentication Policy succeeds.
  7. If this Advanced Authentication Policy fails, then the Goto Expression determines what happens next. If it is set to NEXT, then the next Advanced Authentication Policy bound to this Factor is evaluated. If it is set to END, of if there are no more Advanced Authentication Policies bound to this Factor, then authentication is finished and marked as failed.
  8. Click Bind.

LDAP Group Extraction

Sometimes you only want to extract a user’s groups from Active Directory, but have don’t actually want to authenticate with LDAP. These groups can then be used to select the next authentication Factor.

To configure an LDAP Action/Server for only group extraction:

  1. When creating or editing an LDAP Server, make sure Authentication is unchecked.
  2. Make sure Group Attribute and Sub Attribute Name are filled in.

Authentication Policy Label

When configuring the first Factor, you bind two objects to the AAA Virtual Server:

  • Login schema – for forms-based authentication
  • Advanced Authentication Policy

When binding the Advanced Authentication Policy to the AAA Virtual Server, there’s a field to Select Next Factor. If the Advanced Authentication Policy succeeds, then the Next Factor is evaluated.

The Next Factor is actually an Authentication Policy Label.

Authentication Policy Labels contain three objects:

  • Login Schema
  • Advanced Authentication Policies
  • Next Factor – the next Authentication Policy Label

Here’s the flow:

  1. User connects to AAA or NetScaler Gateway Virtual Server.
  2. If forms-based authentication, the Login Schema bound to the AAA Virtual Server is displayed.
  3. Advanced Authentication Policies bound to the AAA Virtual Server are evaluated.
    1. If the Advanced Authentication Policy is successful, go to the configured Next Factor, which is an Authentication Policy Label.
      1. If Next Factor is not configured, then authentication is complete and successful.
    2. If the Advanced Authentication Policy fails, and if Goto Expression is Next, then evaluate the next bound Advanced Authentication Policy.
    3. If none of the Advanced Authentication Policies are successful, then authentication failed.
  4. If the Next Factor Authentication Policy Label has a Login Schema bound to it, display it to the user.
  5. Evaluate the Advanced Authentication Policies bound to the Next Factor Authentication Policy Label.
    1. If the Advanced Authentication Policy is successful, go to the configured Next Factor, which is an Authentication Policy Label.
      1. If Next Factor is not configured, then authentication is complete and successful.
    2. If the Advanced Authentication Policy fails, and if Goto Expression is Next, then evaluate the next bound Advanced Authentication Policy.
    3. If none of the Advanced Authentication Policies are successful, then authentication failed.
  6. Continue evaluating the Next Factor Authentication Policy Label until authentication succeeds or fails. You can chain together an unlimited number of Authentication Policy Labels.

If you are binding a Login Schema to an Authentication Policy Label, then you only need the Login Schema Profile. There’s no need to create a Login Schema Policy.

Not every Factor needs a Login Schema (logon page). It’s possible for a prior Factor to gather all of the credential information and simply pass it on to the next Factor. If you don’t need a Login Schema for a particular Authentication Policy Label, simply select LSCHEMA_INT, which is mapped to noschema. Or create a new Login Schema Profile based on noschema.

Create Authentication Policy Label

To create an Authentication Policy Label:

  1. Authentication Policy Labels are configured at Security > AAA > Policies > Authentication > Advanced Policies > PolicyLabel.
  2. On the right, click Add.
  3. Give the Policy Label a name.
  4. Select a Login Schema Profile. This can be one that is set to noschema if you don’t actually want to display anything to the user. Then click Continue.
  5. In the Policy Binding section, Click to select.
  6. Select an Advanced Authentication Policy that evaluates this Factor. Click Select.
  7. Use the Goto Expression drop-down to select NEXT or END. If you want to bind more Advanced Authentication Policies to this Factor, then select NEXT.
  8. In the Select Next Factor field, if you chain another Factor, Click to select, and bind the next Authentication Policy Label (Next Factor).
  9. Or don’t select anything, and if this Advanced Authentication Policy succeeds, then authentication is successful and complete. This ends the chaining.
  10. Click Bind when done.
  11. You can click Add Binding to add more Advanced Authentication Policies to this Policy Label (Factor). Or you can bind Advanced Authentication Policies to the next Policy Label (Next Factor). Click Done.

Bind Authentication Policy Label

Once the Policy Label (Factor) is created, you bind it to an existing Advanced Authentication Policy binding. This is how you chain Factors together.

  1. Either edit an existing AAA Virtual Server that has an Advanced Authentication Policy already bound to it.
  2. Or edit a different Authentication Policy Label.
  3. On the left, in the Advanced Authentication Policies section, click the bindings.
  4. Click the ellipsis next to an existing binding, and click Edit Binding.
  5. In the Select Next Factor field, Click to select.
  6. Select the Policy Label for the Next Factor, and click Select.
  7. Click Bind.
  8. Click Close.

nFactor for NetScaler Gateway

AAA Authentication Profile

Authentication Profile lets you bind a AAA Virtual Server to NetScaler Gateway. This is what enables nFactor on NetScaler Gateway.

  1. Go to NetScaler Gateway > Virtual Servers.
  2. On the right, edit an existing Gateway Virtual Server.
  3. Note: the new RfWebUI theme seems to interfere with Login Schema rendering. Consider changing your Gateway Portal Theme to X1 instead.
  4. On the right, in the Advanced Settings section, click Authentication Profile.
  5. On the left, click the plus icon next to the Authentication Profile drop-down.
  6. Give the Authentication Profile a name.
  7. In the Authentication Virtual Server field, Click to select.
  8. Select the AAA Virtual Server that has Login Schema, Advanced Authentication Policy, and Authentication Policy Labels configured. The AAA Virtual Server does not need an IP address. Click Select.
  9. Then click Create.
  10. And click OK.
  11. If one of your Factors is client certificates, then you’ll need to configure SSL Parameters and CA certificate as detailed in the next section.
  12. When you browse to your Gateway, you’ll see the nFactor authentication screens.

Unified Gateway

If you have Unified Gateway (Content Switch in front of NetScaler Gateway), then edit the Content Switching policy and add the following expression:

|| HTTP.REQ.URL.STARTSWITH("/nf")

Gateway Client Certificate Authentication

If one of your authentication Factors is certificate, then you must perform some SSL configuration on the NetScaler Gateway Virtual Server:

  1. Go to Traffic Management > SSL > Certificates > CA Certificates, and install the root certificate for the issuer of the client certificates. Certificate Authority certificates do not need key files.
  2. Go to NetScaler Gateway > Virtual Servers, and edit an existing NetScaler Gateway Virtual Server that is enabled for nFactor.
  3. On the left, in the SSL Parameters section, click the pencil icon.
  4. Check the box next to Client Authentication.
  5. Make sure Client Certificate drop-down is set to Optional, and click OK.
  6. On the left, in the Certificates section, click where it says No CA Certificate.
  7. Click to select.
  8. Select the root certificate for the issuer of the client certificates, and click Select.
  9. Click Bind.

nFactor Single Sign-on to StoreFront

When performing Single Sign-on to StoreFront, nFactor defaults to using the last entered password. If LDAP is not the last entered password, then you need to create a Traffic Policy/Profile to override the default nFactor behavior.

  1. Go to NetScaler Gateway > Policies > Traffic.
  2. On the right, switch to the Traffic Profiles tab.
  3. Click Add.
  4. Give the Traffic Profile a name.
  5. In the Protocol section, select HTTP.
  6. Enable Single Sign-on. Scroll down.
  7. In the SSO Expression fields, enter an HTTP.REQ.USER.ATTRIBUTE(#) expression that matches the indexes specified in the Login Schema.
  8. Click Create.
  9. On the right, switch to the Traffic Policies tab, and click Add.
  10. Give the policy a name.
  11. Select the previously created Traffic Profile.
  12. Enter a classic expression (e.g. ns_true) and click Create.
  13. Edit an existing NetScaler Gateway Virtual Server.
  14. Scroll down to the Policies section and click the plus icon.
  15. Select Traffic > Request, and click Continue.
  16. Select the previously created Traffic Policy and click Bind.

Endpoint Analysis and nFactor

When combining nFactor with NetScaler Gateway (or Universal Gateway), you can use Endpoint Analysis scans to control nFactor flow.

  1. Create a Preauthentication Profile (NetScaler Gateway > Policies > Preauthentication > Preauthentication Profiles).
  2. In the Default EPA Group field, enter a new group name. If the EPA scan succeeds, users are added to this group. This group name can then be used later in policy expressions (e.g. HTTP.REQ.USER.IS_MEMBER_OF(“Corporate”))
  3. Switch to the Preauthentication Policies tab and add a policy.
  4. Give the policy a name and select the Preauthentication Profile.
  5. Configure the EPA expression by using the OPSWAT EPA Editor or Expression Editor links on the right. More details at http://www.carlstalhood.com/smartaccess-smartcontrol-netscaler-11-1/#epa.
  6. You can create a Preauthentication Policy with expression ns_true to capture all failed EPA scans. The Preauthentication Profile would place users in EPA group that indicates the scans failed.
  7. Edit your Gateway vServer, scroll to the Policies section, and click the plus icon to bind the Preauthentication policies.

  8. If you have a catchall (ns_true) Preauthentication Policy, make sure it has the highest priority number so it is evaluated last.
  9. In your 1st factor AAA Advanced Authentication Policies, use expressions similar to HTTP.REQ.USER.IS_MEMBER_OF(“MyEPAGroup”). The group name should match whatever group name you specified in the Preauthentication Profile.
  10. For the 1st factor, bind the Advanced Authentication Policies directly to the AAA vServer. Configure the Next Factor based on your nFactor design (e.g. Next Factor = RADIUS if EPA fails).
  11. In your Login Schema Policies (1st factor), use the same type of expression.
  12. For the 1st factor, bind the Login Schema Policies directly to the AAA vServer.
  13. See below for a sample EPA / nFactor configuration.

Note: if the user skips the EPA scan, then this message will be displayed. This appears to be a limitation of EPA with nFactor.

Sample Configurations

From Citrix Docs: Sample deployments using nFactor authentication:

  • Getting two passwords up-front, pass-through in next factor. Read
  • Group extraction followed by certificate or LDAP authentication, based on group membership. Read
  • SAML followed by LDAP or certificate authentication, based on attributes extracted during SAML. Read
  • SAML in first factor, followed by group extraction, and then LDAP or certificate authentication, based on groups extracted. Read
  • Prefilling user name from certificate. Read
  • Certificate authentication followed by group extraction for 401 enabled traffic management virtual servers. Read
  • Username and 2 passwords with group extraction in third factor. Read
  • Certificate fallback to LDAP in same cascade; one virtual server for both certificate and LDAP authentication. Read
  • LDAP in first factor and WebAuth in second factor. Read
  • WebAuth in first factor, LDAP in second factor. Read  💡
  • Domain drop down in first factor, then different policy evaluations based on group. Read
  • Supporting reCaptcha with NetScaler nFactor. Read

Certificate auth: If Successful, LDAP only. If Failure, LDAP+RADIUS

This scenario is described in Citrix Blog Post Configuration Notes on nFactor

The authentication process flows like this:

  1. User connects to NetScaler Gateway.
  2. NetScaler Gateway asks user for certificate.
  3. If user selects a certificate, NetScaler Gateway compares certificate signature to the CA certificate that is bound to the NetScaler Gateway. If it doesn’t match, then user certificate is ignored.
  4. Bound to the NetScaler Gateway Virtual Server is an Authentication Profile, which links NetScaler Gateway to AAA nFactor.
  5. Certificate authentication: The lowest priority number authentication policy on the AAA Virtual Server is Certificate. If there’s a valid user certificate:
    1. Extract the user’s userPrincipalName from the certificate.
    2. Next Factor = policy label that displays a logon screen (Single-factor Login Schema)
    3. The username field is pre-populated with the userPrincipalName attribute extracted from the certificate.
    4. User is prompted to enter the LDAP password only.
    5. LDAP policy/server is configured to use userPrincipalName to login to LDAP.
    6. If successful, NetScaler Gateway authentication is complete. Next step is to Single Sign-on to StoreFront.
    7. If LDAP authentication fails, then NetScaler Gateway authentication fails, and the user is prompted to try LDAP-only authentication again.
  6. LDAP authentication: If certificate authentication fails, try next authentication policy bound to the AAA Virtual Server, which is a different LDAP Policy.
    1. Bound to the AAA Virtual Server is a Dual Factor Login Schema that asks for username, LDAP password, and RADIUS password.
    2. LDAP policy/server is configured to use sAMAccountName to login to LDAP. SAMAccountName means users don’t have to enter full userPrincipalName.
    3. If LDAP authentication is successful:
      1. Put username in Credential Index 1 and put password in Credential Index 2. These will later be used by a Traffic Policy to Single Sign-on to StoreFront.
      2. Proceed to next factor (Policy Label), which is RADIUS.
    4. If LDAP authentication fails, NetScaler Gateway login fails, and the user is prompted to try two-factor authentication again.
  7. RADIUS authentication: the second factor Policy Label is configured with Noschema. This means no additional logon form is displayed because the RADIUS password was already collected in the previous factor.
    1. When multiple passwords are collected, they are tried in order. The first password was used by the previous factor. The second password is tried by this factor (Policy Label).
    2. RADIUS policy/profile attempts authentication.
    3. If RADIUS authentication is successful, NetScaler Gateway authentication is complete. Next step is Single Sign-on to StoreFront.
    4. If RADIUS authentication fails, NetScaler Gateway login fails, and the user is prompted to try two-factor authentication again.
  8. Single Sign-on to StoreFront: NetScaler Gateway uses the last password collected by nFactor to Single Sign-on with StoreFront. If the last password is LDAP, then no additional configuration is needed. If the last password is not LDAP, then a Traffic Policy/Profile is needed.
    1. Bound to the NetScaler Gateway Virtual Server is a Traffic Policy.
    2. The Traffic Policy/Profile users Credential Index 1 for username and Credential Index 2 for Password. These are the same indexes configured in the Dual Factor Login Schema.

The order of configuration doesn’t match the authentication flow because some objects have to be created before others.

# Create Auth vServer, bind server cert, bind CA cert for client certificates
# Enable Optional client certificates
add authentication vserver nFactorAAA SSL 0.0.0.0 443
bind ssl vserver nFactorAAA -certkeyName WildCorpCom
bind ssl vserver nFactorAAA -certkeyName CorpRoot -CA -ocspCheck Optional
set ssl vserver nFactorAAA -clientAuth ENABLED -clientCert Optional -ssl3 DISABLED

# Create auth policy for LDAP-UPN. UPN is extracted from certificate.
add authentication ldapAction Corp-UserPrincipalName -serverIP 10.2.2.220 -serverPort 636 -ldapBase "dc=corp,dc=local" -ldapBindDn "corp\\ctxsvc" -ldapBindDnPassword "MyPassword" -ldapLoginName userPrincipalName -groupAttrName memberOf -subAttributeName CN -secType SSL -passwdChange ENABLED
add authentication Policy Corp-UserPrincipalName -rule true -action Corp-UserPrincipalName

# Create PolicyLabel LDAPPasswordOnly with Single-factor Login Schema
# Login Schema has InitialValue with username from certificate.
add authentication loginSchema SingleAuth -authenticationSchema "/nsconfig/loginschema/LoginSchema/SingleAuth-Corp.xml"
add authentication policylabel LDAPPasswordOnly -loginSchema SingleAuth
bind authentication policylabel LDAPPasswordOnly -policyName Corp-UserPrincipalName -priority 100 -gotoPriorityExpression NEXT

# Create Cert policy and bind to AAA vServer with LDAPPasswordOnly PolicyLabel as Next Factor
# Cert policy must have lower priority number (higher priority) than LDAP-SAM policy
# Cert is evaluated first. If succeed, ask for LDAP password. If fails, ask for two factor.
add authentication certAction Cert_Auth_Profile -userNameField SubjectAltName:PrincipalName
add authentication Policy Cert_Auth_Policy -rule true -action Cert_Auth_Profile
bind authentication vserver nFactorAAA -policy Cert_Auth_Policy -priority 100 -nextFactor LDAPPasswordOnly -gotoPriorityExpression NEXT

# Create LDAP-SAM Auth Policy for two-factor
# Only evaluated if cert auth fails. Login Schema asks for user, password, and passcode.
add authentication ldapAction Corp-Gateway -serverIP 10.2.2.220 -serverPort 636 -ldapBase "dc=corp,dc=local" -ldapBindDn "corp\\ctxsvc" -ldapBindDnPassword "MyPassword" -ldapLoginName samaccountname -groupAttrName memberOf -subAttributeName CN -secType SSL -passwdChange ENABLED
add authentication Policy Corp-SAMAccountName -rule true -action Corp-Gateway

# Create RADIUS Auth Policy for two-factor
add authentication radiusAction RADIUS-Action -serverIP 10.2.2.42 -serverPort 1812 -radKey MyKey
add authentication Policy RADIUS-Policy -rule true -action RADIUS-Action

# Create Dual-factor Login Schema and bind directly to AAA vServer
# This Login Schema is only shown if Cert auth fails
add authentication loginSchema DualAuth -authenticationSchema "/nsconfig/loginschema/LoginSchema/DualAuth.xml" -userCredentialIndex 1 -passwordCredentialIndex 2
add authentication loginSchemaPolicy DualAuth -rule true -action DualAuth
bind authentication vserver nFactorAAA -policy DualAuth -priority 100 -gotoPriorityExpression END

# Create RADIUS Policy Label with noschema and RADIUS Auth Policy
# Already got passcode from previous factor so don't show Login Schema again
add authentication loginSchema Noschema -authenticationSchema noschema
add authentication policylabel NoSchema-RADIUS -loginSchema Noschema
bind authentication policylabel NoSchema-RADIUS -policyName RADIUS-Policy -priority 100 -gotoPriorityExpression NEXT

# Bind LDAP-SAM Auth Policy to AAA vServer with RADIUS as next factor
# LDAP-SAM Auth Policy must have higher priority number (lower priority) than Cert Policy
bind authentication vserver nFactorAAA -policy Corp-SAMAccountName -priority 110 -nextFactor NoSchema-RADIUS -gotoPriorityExpression NEXT

# Create Authentication Profile to link AAA with Gateway. Bind to Gateway.
add authentication authnProfile nFactor -authnVsName nFactorAAA -AuthenticationHost aaa.corp.com
add vpn vserver gateway.corp.com SSL 10.2.2.220 443 -icaOnly ON -dtls ON -Listenpolicy NONE -tcpProfileName nstcp_default_XA_XD_profile -appflowLog ENABLED -authnProfile nFactor

# Enable Optional Client certs on Gateway
set ssl vserver gateway.corp.com -clientAuth ENABLED -clientCert Optional -ssl3 DISABLED
bind ssl vserver gateway.corp.com -certkeyName CorpRoot -CA -ocspCheck Optional

# Create Traffic Policy to SSON to StoreFront. Bind to Gateway.
add vpn trafficAction nFactorSSO http -kcdAccount NONE -userExpression "http.req.user.attribute(1)" -passwdExpression "http.req.user.attribute(2)"
add vpn trafficPolicy nFactorSSO ns_true nFactorSSO
bind vpn vserver gateway.corp.com -policy nFactorSSO -priority 100

Enpoint Analysis Scan: If succeed, LDAP only. If fails, LDAP+RADIUS.

The authentication process flows like this:

  1. User connects to NetScaler Gateway.
  2. The Gateway has Preauthentication Policies, which causes Endpoint Analysis scan to occur.
  3. Preauthentication Profiles put users in different AAA Groups depending on results of the scan.
  4. The Login Schema Policies bound to the AAA vServer have user group expressions based on the Preauthentication Profile EPA Groups.
    1. If scan passed (Corporate group), show Login Schema with one password only.
    2. If scan failed (NonCorporate group), show Login Schema with two password fields.
  5. The Advanced Authentication Policies bound to the AAA vServer have user group expressions based on the Preauthentication Profile EPA Groups.
    1. If scan passed (Corporate group), evaluate LDAP password only. No Next Factor.
    2. If scan failed (NonCorporate group), evaluate LDAP, then Next Factor to RADIUS Policy Label.

Here’s a sample config:

# Two Login Schema Profiles - one with one password only, one with two passwords
add authentication loginSchema TwoFactor -authenticationSchema "/nsconfig/loginschema/DualAuth_new.xml" -userCredentialIndex 1 -passwordCredentialIndex 2
add authentication loginSchema LDAPOnly -authenticationSchema "/nsconfig/loginschema/LoginSchema/SingleAuth.xml"
# Login Schema Policies based on EPA Groups
add authentication loginSchemaPolicy NonCorporateSchema -rule "http.REQ.USER.IS_MEMBER_OF(\"NonCorporate\")" -action TwoFactor
add authentication loginSchemaPolicy CorporateSchema -rule "http.REQ.USER.IS_MEMBER_OF(\"Corporate\")" -action LDAPOnly

# LDAP Action
add authentication ldapAction LDAP-Corp -serverIP 10.2.2.11 -serverPort 636 -ldapBase "dc=corp,dc=local" -ldapBindDn ctxsvc@corp.local -ldapBindDnPassword "MyPassword" -ldapLoginName sAMAccountName -groupAttrName memberOf -subAttributeName cn -secType SSL -passwdChange ENABLED -nestedGroupExtraction ON -groupNameIdentifier sAMAccountName -groupSearchAttribute memberOf -groupSearchSubAttribute CN
# Two LDAP Policies based on EPA Groups. Same Action for each.
add authentication Policy NonCorporateLDAP -rule "http.REQ.USER.IS_MEMBER_OF(\"NonCorporate\")" -action LDAP-Corp
add authentication Policy CorporateLDAP -rule "http.REQ.USER.IS_MEMBER_OF(\"Corporate\")" -action LDAP-Corp

# RSA Action
add authentication radiusAction RSA -serverIP 10.2.2.42 -serverPort 1812 -radKey MyKey -accounting ON
add authentication Policy RSAAdv -rule true -action RSA
# RSA Policy Label for Next Factor
add authentication policylabel Non-Corporate-RADIUS -loginSchema LSCHEMA_INT
bind authentication policylabel Non-Corporate-RADIUS -policyName RSAAdv -priority 100 -gotoPriorityExpression NEXT

# AAA vServer
add authentication vserver aaanFactor SSL 0.0.0.0
# AAA vServer - bind Login Schema Policies
bind authentication vserver aaanFactor -policy CorporateSchema -priority 100 -gotoPriorityExpression END
bind authentication vserver aaanFactor -policy NonCorporateSchema -priority 110 -gotoPriorityExpression END
# AAA vServer - bind LDAP Auth Policies. Failed EPA has Next Factor configured.
bind authentication vserver aaanFactor -policy CorporateLDAP -priority 100 -gotoPriorityExpression NEXT
bind authentication vserver aaanFactor -policy NonCorporateLDAP -priority 110 -nextFactor Non-Corporate-RADIUS -gotoPriorityExpression NEXT

# Preauth Profiles have EPA Groups (AAA Groups) defined
add aaa preauthenticationaction Corporate ALLOW -defaultEPAGroup Corporate
add aaa preauthenticationaction NonCorporate ALLOW -defaultEPAGroup NonCorporate
# Preauth Policies use EPA Expressions. ns_true captures all failed EPA scans.
add aaa preauthenticationpolicy CorporateEPA "CLIENT.SYSTEM(\'DOMAIN_SUFFIX_anyof_corp.local[COMMENT: Domain check]\') EXISTS" Corporate
add aaa preauthenticationpolicy NonCorporate ns_true NonCorporate

# Authentication Profile
add authentication authnProfile nFactor-Gateway -authnVsName aaanFactor

# Gateway vServer - Create and bind Auth Profile
add vpn vserver UG_VPN_UG SSL 0.0.0.0 -dtls ON -loginOnce ON -Listenpolicy NONE -tcpProfileName nstcp_default_XA_XD_profile -appflowLog ENABLED -authnProfile nFactor-Gateway
# Gateway vServer - Bind Preauthentcation Policies
bind vpn vserver UG_VPN_UG -policy CorporateEPA -priority 100
bind vpn vserver UG_VPN_UG -policy NonCorporate -priority 110
# Gateway vServer - Bind Traffic Policy for SSON to StoreFront
bind vpn vserver UG_VPN_UG -policy nFactorSSO -priority 100
# Gateway vServer - remaining configuration is normal (session policies, STA, SSL cert, etc.)

NetScaler Insight Center 11.1

Last Modified: Oct 13, 2016 @ 6:25 am

Navigation

This page contains the following topics:

💡 = Recently Updated

Planning

Note: HDX Insight only works with Session Reliability on NetScaler 10.5 build 54 or newer. Older builds, including NetScaler 10.1, do not support Session Reliability with HDX Insight. Read the release notes for your NetScaler firmware build to see the latest known issues with AppFlow, Session Reliability, and High Availability.

Requirements for HDX Insight:

  • Your NetScaler appliance must be running Enterprise Edition or Platinum Edition.
  • NetScaler must be 10.1 or newer. Insight Center 11.1 does work with NetScaler 10.5 and NetScaler 11.0.
  • HDX Insight works with the following Receivers:
    • Receiver for Windows must be 3.4 or newer.
    • Receiver for Mac must be 11.8 or newer.
    • Receiver for Linux must be 13 or newer.
    • Notice no mobile Receivers. See the Citrix Receiver Feature Matrix for the latest details.
  • ICA traffic must flow through a NetScaler appliance:

 

For ICA round trip time calculations, in a Citrix Policy, enable the following settings:

  • ICA > End User Monitoring > ICA Round Trip Calculation
  • ICA > End User Monitoring > ICA Round Trip Calculation Interval
  • ICA > End User Monitoring > ICA Round Trip Calculation for Idle Connections

Citrix CTX204274 How ICA RTT is calculated on NetScaler Insight: ICA RTT constitutes the actual application delay. ICA_RTT = 1 + 2 + 3 + 4 +5 +6:

  1. Client OS introduced delay
  2. Client to NS introduced network delay (Wan Latency)
  3. NS introduced delay in processing client to NS traffic (Client Side Device Latency)
  4. NS introduced delay in processing NS to Server (XA/XD) traffic (Server Side Device Latency)
  5. NS to Server network delay (DC Latency)
  6. Server (XA/XD) OS introduced delay (Host Delay)

 

The version/build of Insight Center must be the same or newer than the version/build of the NetScaler appliances.

Citrix whitepaper – NetScaler Insight Center Deployment & Sizing Guide: virtual machine sizing, firewall rules, licensing, Receiver versions, etc.

 

Import Appliance

You can use either the vSphere Client or the vSphere Web Client to import the appliance. In vSphere Client, open the File menu and click Deploy OVF Template. vSphere Web Client instructions are shown below.

You might see this operating system error when not using the vSphere Web Client. Click Yes and proceed. It seems to work.

  1. Download Insight Center for ESX, and then extract the .zip file.
  2. In vSphere Web Client, right-click a cluster, and click Deploy OVF Template.
  3. In the Select source page, if you see a message regarding the Client Integration Plug-in, download the installer, run it, and then return to this wizard.
  4. In the Select source page, select Local file, and browse to the NetScaler Insight .ovf file. Click Next.
  5. In the Review details page, click Next.
  6. In the Select name and folder page, enter a name for the virtual machine and select an inventory folder. Then click Next.
  7. In the Select a resource page, select a cluster or resource pool and click Next.
  8. In the Select storage page, change it to Thin Provision.
  9. Select a datastore and click Next.
  10. In the Setup networks page, choose the same valid port group for both NICs. Click Finish.
  11. In the Ready to Complete page, click Finish.
  12. View the progress of the import in the Recent Tasks pane at the top-right of the window.
  13. After the appliance is imported, power it on.

IP Configuration and Multi-Node

  1. Open the console of the virtual machine and configure an IP address.
  2. Enter 7 when done.
  3. When prompted for Insight Deployment Type, enter 1 for NetScaler Insight Server. The first appliance must always be NetScaler Insight Server.
  4. Enter Yes to reboot.

Initial Web Configuration – Add Devices

  1. Point your browser to the Insight IP address and login as nsroot/nsroot.
  2. If you see the Customer User Experience Improvement Program, click Skip or Enable.
  3. Click Get Started

  4. Enter the IP address and credentials of a NetScaler appliance.
  5. Check the box next to NetScaler Gateway, and click Add. Note: Insight Center 11.1 defaults to using https for the NSIP communication.
  6. At the top of the page, if desired, check the box next to Enable Geo data collection for Web and HDX Insight.
  7. With Load Balancing selected in the View list, click the ellipsis next to your StoreFront load balancer, and click Enable AppFlow.
  8. Type in true, and click OK.
  9. Note: if your StoreFront Load Balancing vServer uses Service Groups, you might need to enable AppFlow logging on the Service Group. In the NetScaler GUI, edit the Service Group. In the Basic Settings section, check the box next to AppFlow Logging.
  10. Back in Insight Center, use the View drop-down to select VPN.
  11. Click the ellipsis next to a NetScaler Gateway Virtual Server, and click Enable AppFlow.
  12. In the Select Expression drop-down, select true.
  13. For Export Option, select ICAHTTP, and click OK. The HTTP option is for Gateway Insight.
  14. The TCP option is for the second appliance in double-hop ICA. If you need double-hop, then you’ll also need to run set appflow param -connectionChaining ENABLED on both appliances. See Enabling Data Collection for NetScaler Gateway Appliances Deployed in Double-Hop Mode at Citrix Docs for more information.
  15. New in NetScaler 11 is the ability to use SOCKS proxy (Cache Redirection) for ICA traffic without requiring users to use NetScaler Gateway and without making any routing changes. You configure this on the NetScaler appliance. See Enabling Data Collection for Monitoring NetScaler ADCs Deployed in LAN User Mode at Citrix Docs for more information.
  16. If you want to add more appliances, click the Configuration tab. The Inventory node will be selected by default.
  17. On the right, click Add.

Citrix Blog PostNetScaler Insight Center – Tips, Troubleshooting and Upgrade

Nsroot Password

  1. On the Configuration tab, expand System, expand User Administration, and click Users.
  2. On the right, highlight the nsroot account, and click Edit.
  3. Enter a new password.
  4. You can also specify a session timeout. Click OK.

Management Certificate

The certificate to upload must already be in PEM format. If you have a .pfx, you must convert it to PEM (separate certificate and key files). You can use NetScaler to convert the .pfx, and then download the converted certificate from the appliance.

  1. On the left, switch to the System node.
  2. In the right pane, in the left column, click Install SSL Certificate.
  3. Browse to the PEM format certificate and key files. If the keyfile is encyrpted, enter the password. Click OK.
  4. Click Yes to reboot the system.

System Configuration

  1. Click the Configuration tab on the top of the page.
  2. On the left, click the System node.
  3. On the right, modify settings as desired. Start with Configure Global Settings.
  4. At the top of the page, configure the Time Zone.
  5. If you scroll down, there’s a Enable Session Timeout option. Click OK when done.
  6. The ICA Session Timeout can be configured by clicking the link. Two minutes of non-existent traffic must occur before the session is considered idle. Then this idle timer starts. See Managing ICA Sessions at Citrix Docs for more information

  7. On the left, expand System, and click NTP Servers.
  8. On the right, click Add.
  9. Enter an NTP address, and click Create.
  10. Click Yes to confirm.
  11. After adding NTP servers, click NTP Synchronization.
  12. Check the box next to Enable NTP Sync, and click OK.
  13. Click Yes to restart.
  14. On the left, expand Auditing, and click Syslog Servers.

  15. On the right, click Add.
  16. Enter the syslog server IP address, and select Log Levels. Click Create.
  17. On the right, you can click Syslog Parameters to change the timezone and date format.

Email Notifications

  1. On the left, expand System, expand Notifications, and click Email.
  2. On the right, on the Email Servers tab, click Add.
  3. Enter the SMTP server address, and click Create.
  4. On the right, switch to the Email Distribution List tab, and click Add.
  5. Enter an address for a destination distribution list, and click Create.
  6. If you click Notifications on the left, on the right, there’s Change Notification Settings.
  7. Choose the notifications you wish to receive by moving them from left to right.
  8. In the Email drop-down, select the Distribution List you created earlier.
  9. Click OK when done.

Authentication

  1. On the left, expand System¸ expand Authentication, and click LDAP.
  2. On the right, click Add.
  3. This is configured identically to NetScaler. Enter a Load Balancing VIP for LDAP. Change the Security Type to SSL, and Port to 636. Scroll down.
  4. Enter the bind account.
  5. Check the box for Enable Change Password.
  6. Click Retrieve Attributes and scroll down.
  7. For Server Logon Attribute, select sAMAccountName.
  8. For Group Attribute, select memberOf.
  9. For Sub Attribute Name, select cn.
  10. To prevent unauthorized users from logging in, configure a Search Filter. Scroll down.
  11. If desired, configure Nested Group Extraction.
  12. Click Create.
  13. On the left, expand User Administration, and click Groups.
  14. On the right, click Add.
  15. Enter the case sensitive name of your NetScaler Admins group.
  16. Select the admin Permission.
  17. If desired, configure a Session Timeout. Click Create.

  18. On the left, under System, click User Administration.
  19. On the right, click User Lockout Configuration.
  20. If desired, check the box next to Enable User Lockout, and configure the maximum logon attempts. Click OK.
  21. On the left, under System, click Authentication.
  22. On the right, click Authentication Configuration.
  23. Change the Server Type to EXTERNAL, and click Insert.
  24. Select the LDAP server you created earlier, and click OK.
  25. Click OK.

Thresholds

  1. Go to NetScaler Insight Center > Thresholds.
  2. On the right, click Add.
  3. Enter a name.
  4. For Traffic Type, select HDX.
  5. In the Entity drop-down, select a category of alerts. What you choose here determines what’s available in the Rule section.
  6. Check the box to Enable Alert.
  7. Check the box to Notify through Email.
  8. In the Rule section, select a rule, and enter threshold values. Click Create.

Geo Map

  1. Download the Maxmind database from http://geolite.maxmind.com/download/geoip/database/GeoLiteCity.dat.gz.
  2. Extract the .gz file.
  3. On the Configuration tab, expand NetScaler Insight Center, and click Geo Database Files.
  4. On the right, click Upload.
  5. Browse to the extracted GeoLiteCity.dat file and click Open.
  6. Click the Inventory node.
  7. Click the IP address for a device in the inventory.
  8. Check the box to Enable Geo data collection for Web and HDX Insight.
  9. You can define Geo locations for internal subnets. Go to NetScaler Insight Center > Private IP Block.
  10. On the right, click Add.
  11. Enter a name.
  12. Enter the starting and ending IP address.
  13. Select a Geo Location. Note that these are not necessarily alphabetical.
  14. Click Create.

Director Integration

Integrating Insight Center with Director requires XenApp/XenDesktop to be licensed for Platinum Edition. The integration adds Network tabs to the Trends and Machine Details views.

If using HTTPS to connect to Insight Center, then the Insight Center certificate must be valid and trusted by both the Director Server and the Director user’s browser.

To link Citrix Director with NetScaler HDX Insight, on the Director server run C:\inetpub\wwwroot\Director\tools\DirectorConfig.exe /confignetscaler.

  • If HTTPS (recommended), the Insight certificate must be valid and trusted.
  • Enter 0 for Insight. Do this on both Director servers.
  • Do this on both Director servers.

Use Insight Center

HDX Insight

HDX Insight Dashboard displays ICA session details including the following:

  • WAN Latency
  • DC Latency
  • RTT (round trip time)
  • Retransmits
  • Application Launch Duration
  • Client Type/Version
  • Bandwidth
  • Licenses in use

HDX Insight can also display Geo Maps. Configure Insight Center with Private IP Blocks.

More info at HDX Insight Reports and Use Cases: HDX Insight at Citrix Docs.

Gateway Insight

Insight Center has a new Gateway Insight dashboard.

This feature displays the following details:

  • Gateway connection failures due to failed EPA scans, failed authentication, failed SSON, or failed application launches.
  • Bandwidth and Bytes Consumed for ICA and other applications accessed through Gateway.
  • # of users
  • Session Modes (clientless, VPN, ICA)
  • Client Operating Systems
  • Client Browsers

More details at Gateway Insight at Citrix Docs.

Security Insight

The new Security Insight dashboard uses data from Application Firewall to display Threat Index (criticality of attack), Safety Index (how securely NetScaler is configured), and Actionable Information. More info at Security Insight at Citrix Docs.

Troubleshooting

Citrix CTX215130 HDX Insight Diagnostics and Troubleshooting Guide: Syslog messages; Error counters; Troubleshooting checklist, Logs

Citrix Blog PostNetScaler Insight Center – Tips, Troubleshooting and Upgrade

See Troubleshooting Tips at Citrix Docs. Here are sample issues covered in Citrix Docs:

  • Can’t see records on Insight Center dashboard
  • ICA RTT metrics are incorrect
  • Can’t add NetScaler appliance to inventory
  • Geo maps not displaying

Upgrade Insight Center

  1. Download the latest Upgrade Pack for Insight Center.
  2. Login to Insight Center.
  3. If you are running Insight Center 10.5 or older, on the Configuration tab, go to NetScaler Insight Center > Software Images, and upload the file. If running Insight Center 11.0 or newer, you can skip this step.
  4. On the Configuration tab, on the left, click the System node.
  5. On the right, in the right pane, click Upgrade NetScaler Insight Center.
  6. Browse to the build-analytics-11.1.tgz Software Image Upgrade Pack, and click OK.
  7. Click Yes to reboot the appliance.
  8. After it reboots, login. The new firmware version will be displayed in the top right corner.

Director Load Balancing – NetScaler 11.1

Last Modified: Jul 30, 2016 @ 8:08 am

Navigation

Monitor

  1. On the left, expand Traffic Management, expand Load Balancing, and click Monitors.
  2. On the right, click Add.
  3. Name it Director or similar.
  4. Change the Type drop-down to HTTP.
  5. If you will use SSL to communicate with the Director servers, then scroll down and check the box next to Secure.
  6. Switch to the Special Parameters tab.
  7. In the HTTP Request field, enter GET /Director/LogOn.aspx?cc=true
  8. If Single Sign-on is enabled on Director, then you might have to add 302 as a Response Code.
  9. Click Create.

Servers

  1. On the left, expand Traffic Management, expand Load Balancing, and click Servers.
  2. On the right, click Add.
  3. Enter a descriptive server name. Usually it matches the actual server name.
  4. Enter the IP address of the server.
  5. Enter comments to describe the server. Click Create.
  6. Continue adding Director servers.

Service Group

  1. On the left, expand Traffic Management, expand Load Balancing, and click Service Groups.

  2. On the right, click Add.
  3. Give the Service Group a descriptive name (e.g. svcgrp-Director-SSL).
  4. Change the Protocol to HTTP or SSL. If the protocol is SSL, ensure the Director Monitor has Secure enabled.
  5. Scroll down, and click OK.
  6. Click where it says No Service Group Member.
  7. If you did not previously create server objects, then enter the IP address of a Director Server. If you previously created server objects, then change the selection to Server Based, and select the server objects.
  8. Enter 80 or 443 as the port. Then click Create.
  9. Click OK.
  10. On the right, under Advanced Settings, click Monitors.
  11. On the left, in the Monitors section, click where it says No Service Group to Monitor Binding.
  12. Click the arrow next to Click to select.
  13. Select the Director monitor, and click Select.
  14. Then click Bind.
  15. To verify that the monitor is working, on the left, in the Service Group Members section, click the Service Group Members line.
  16. Highlight a member, and click Monitor Details.
  17. The Last Response should be Success – HTTP response code 200 received. Click Close twice.
  18. Then click Done.

Responder

Create a Responder policy to redirect users from the root page to /Director.

  1. Go to AppExpert > Responder, and enable the feature if it isn’t already enabled.
  2. Go to AppExpert > Responder > Actions.
  3. On the right, click Add.
  4. Give the Action a name (e.g. Director_Redirect).
  5. Change the Type to Redirect.
  6. In the Expression box, enter "/Director", including the quotes.
  7. Click Create.
  8. Go to AppExpert > Responder > Policies.
  9. On the right, click Add.
  10. Give the Policy a name (e.g. Director_Redirect).
  11. Select the previously created Action.
  12. In the Expression box, enter HTTP.REQ.URL.PATH.EQ("/")
  13. Click Create.

Load Balancing Virtual Server

  1. Create or install a certificate that will be used by the SSL Virtual Server. This certificate must match the DNS name for the load balanced Director servers.
  2. On the left, under Traffic Management > Load Balancing, click Virtual Servers.
  3. On the right, click Add.
  4. Name it lbvip-Director-SSL or similar.
  5. Change the Protocol to SSL.
  6. Specify a new internal VIP.
  7. Enter 443 as the Port.
  8. Click OK.
  9. On the left, in the Services and Service Groups section, click where it says No Load Balancing Virtual Server ServiceGroup Binding.
  10. Click the arrow next to Click to select.
  11. Select your Director Service Group, and click Select.
  12. Click Bind.
  13. Click Continue.
  14. Click where it says No Server Certificate.
  15. Click the arrow next to Click to select.
  16. Select the certificate for this Director Load Balancing Virtual Server, and click Select.
  17. Click Bind.
  18. Click Continue.
  19. On the right, in the Advanced Settings column, click Persistence.
  20. Select COOKIEINSERT persistence.
  21. Set the Time-out to 0 minutes. This makes it a session cookie.
  22. Set the Backup Persistence to SOURCEIP.
  23. Set the Backup Time-out to match the timeout of Director. The default timeout for Director is 245 minutes.
  24. The IPv4 Netmask should default to 32 bits.
  25. Click OK.
  26. On the right, in the Advanced Settings section, add the Policies section.
  27. On the left, in the Policies section, click the plus icon.
  28. Select Responder in the Choose Policy drop-down, and click Continue.
  29. Select the previously created Director_Redirect policy, and click Bind.
  30. If you haven’t enabled the Default SSL Profile, then perform other normal SSL configuration including: disable SSLv3, bind a Modern Cipher Group, and enable Strict Transport Security.
    bind ssl vserver MyvServer -certkeyName MyCert
    
    set ssl vserver MyvServer -ssl3 DISABLED -tls11 ENABLED -tls12 ENABLED
    
    unbind ssl vserver MyvServer -cipherName ALL
    
    bind ssl vserver MyvServer -cipherName Modern
    
    bind ssl vserver MyvServer -eccCurveName ALL
    
    bind lb vserver MyvServer -policyName insert_STS_header -priority 100 -gotoPriorityExpression END -type RESPONSE

SSL Redirect

Do one of the following to configure a redirect from HTTP to HTTPS:

SSL Warning

  1. If you are doing SSL Offload (SSL on front end, HTTP on back end), when connecting to Director, it might complain about “You are not using a secure connection”.
  2. To turn off this warning, login to the Director servers, and run IIS Manager.
  3. On the left, navigate to Server > Sites > Default Web Site > Director.
  4. In the middle, double-click Application Settings.
  5. Change UI.EnableSslCheck to false.

CLI Commands

Here is a list of NetScaler CLI commands for Director Load Balancing:

add server Director01 10.2.2.18
add server Director02 10.2.2.100
add server 127.0.0.1 127.0.0.1
add service AlwaysUp 127.0.0.1 HTTP 80
add serviceGroup svcgrp-Director-HTTP HTTP
add ssl certKey wildcom -cert WildcardCorpCom_pem -key WildcardCorpCom_pem
add lb vserver lbvip-Director-SSL SSL 10.2.2.210 443 -persistenceType SOURCEIP -timeout 245
add lb vserver lbvip-Director-HTTP-SSLRedirect HTTP 10.2.2.210 80 -persistenceType NONE
add responder action Director_Redirect redirect "\"/Director\"" -responseStatusCode 302
add responder action http_to_ssl_redirect_responderact redirect "\"https://\" + HTTP.REQ.HOSTNAME.HTTP_URL_SAFE + HTTP.REQ.URL.PATH_AND_QUERY.HTTP_URL_SAFE" -responseStatusCode 302
add responder policy Director_Redirect "http.REQ.URL.PATH.EQ(\"/\")" Director_Redirect
add responder policy http_to_ssl_redirect_responderpol HTTP.REQ.IS_VALID http_to_ssl_redirect_responderact
bind lb vserver lbvip-Director-HTTP-SSLRedirect AlwaysUp
bind lb vserver lbvip-Director-SSL svcgrp-Director-SSL
bind lb vserver lbvip-Director-SSL -policyName Director_Redirect -priority 100 -gotoPriorityExpression END -type REQUEST
bind lb vserver lbvip-Director-HTTP-SSLRedirect -policyName http_to_ssl_redirect_responderpol -priority 100 -gotoPriorityExpression END -type REQUEST
add lb monitor Director HTTP -respCode 200 -httpRequest "GET /Director/LogOn.aspx?cc=true" -LRTM DISABLED -secure YES
bind serviceGroup svcgrp-Director-SSL Director01 443
bind serviceGroup svcgrp-Director-SSL Director02 443
bind serviceGroup svcgrp-Director-SSL -monitorName Director
set ssl serviceGroup svcgrp-Director-SSL -tls11 DISABLED -tls12 DISABLED
bind ssl vserver lbvip-Director-SSL -certkeyName wildcom
bind ssl vserver lbvip-Director-SSL -eccCurveName P_256
bind ssl vserver lbvip-Director-SSL -eccCurveName P_384
bind ssl vserver lbvip-Director-SSL -eccCurveName P_224
bind ssl vserver lbvip-Director-SSL -eccCurveName P_521

SmartAccess / SmartControl – NetScaler 11.1

Last Modified: Dec 22, 2016 @ 10:30 am

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💡 = Recently Updated

SmartAccess / SmartControl

SmartAccess and SmartControl let you change ICA connection behavior (e.g. disable client device mappings) based on how users connect. Decisions are based on NetScaler Gateway Virtual Server name, Session Policy name, and Endpoint Analysis scan success or failure.

SmartAccess can also control application/desktop icon visibility.

Prerequisites

Both SmartAccess and SmartControl have the same prerequisites. You can configure SmartAccess in XenApp/XenDesktop at any time, but it won’t work, until you do the following:

  1. NetScaler appliance license – SmartAccess works with all editions of NetScaler appliances.  However, SmartControl only works with NetScaler Platinum Edition.
  2. On the NetScaler, go to System > Licenses and make sure you have NetScaler Gateway Universal Licenses allocated to the appliance.
    1. NetScaler 11.1 build 49 and later come with built-in Gateway Universal licenses: NetScaler Standard Edition = 500 licenses, NetScaler Enterprise Edition = 1000 licenses, and NetScaler Platinum Edition = unlimited licenses.
    2. The Universal licenses are allocated to the hostname of the appliance (click the gear icon), not the MAC address. In a High Availability pair, if each node has a different hostname, then you can allocate the licenses to one hostname, then reallocate to the other hostname.

  3. After installing licenses, go to NetScaler Gateway > Global Settings.
  4. On the top right, click Change authentication AAA settings.
  5. At the top of the page, change the Maximum Number of Users to match your installed license count. Then click OK. In NetScaler 11.1 build 49 and newer, this value should already match the number of licensed users. In older builds, you must manually configure this setting, and if not configured, then it defaults to only 5 concurrent connections.

  6. On a XenApp/XenDesktop Controller, run PowerShell as Administrator.
  7. Run asnp citrix.* to load the snapins.
  8. Run Set-BrokerSite -TrustRequestsSentToTheXmlServicePort $true to enable Trust XML.
  9. In StoreFront Console, edit the existing Gateway object.
  10. Make sure a Callback URL is configured. The Callback URL must resolve to a NetScaler Gateway VIP on the same appliance that authenticated the user. The Callback Gateway’s certificate must match the FQDN entered here. If you are configuring Single FQDN for internal and external, then the Callback FQDN must be different than the Single FQDN.
  11. On the NetScaler, go to NetScaler Gateway > Virtual Servers, and edit your Gateway Virtual Server.

  12. In the Basic Settings section, click the pencil icon.
  13. Click More.
  14. Uncheck the box next to ICA Only, and click OK. This tells NetScaler Gateway to start using Universal licenses, and enables the SmartAccess and SmartControl features.

Once the prerequisites are in place, do the following as detailed below:

Endpoint Analysis

Endpoint Analysis scans are completely optional. You can configure SmartControl and SmartAccess without implementing any Endpoint Analysis.

Endpoint Analysis is supported on Windows and Mac devices. Other devices, like iOS and Android, do not support Endpoint Analysis. If you want to allow mobile device connectivity, then make sure you have an access mechanism (e.g. ICA Proxy) that works if the Endpoint Analysis scan fails.

There are two methods of Endpoint Analysis: pre-authentication and post-authentication. For pre-authentication, configure an Endpoint Analysis expression in a Preauthentication Policy. For post-authentication, configure the Endpoint Analysis expression on one or more Session Policies.

  • With a Preauthentication Policy, if the Endpoint Analysis scan fails, then users can’t login.
  • With a Postauthentication Policy, Endpoint Analysis doesn’t run until after the user logs in. Typically, you create multiple Session Policies. One or more Session Policies has Endpoint Analysis expressions. Leave one policy without an Endpoint Analysis expression so there’s a fallback in case the client device doesn’t support Endpoint Analysis (e.g. mobile devices). The name of the Session Policy is then used later in Citrix Policies and Citrix Delivery Groups.

NetScaler has two Endpoint Analysis engines: the classic Client Security engine, and the newer OPSWAT Advanced EPA engine.

To configure OPSWAT Advanced EPA expressions:

  1. When creating a Preauthentication Policy or Session Policy, click the OPSWAT EPA Editor link.
  2. Use the drop-down menus to select the scan criteria. Then click Done.

Additional EPA Info – See the following links for more Advanced EPA information:

To configure Client Security expressions:

  1. When creating a Preauthentication Policy or Session Policy, click the Expression Editor link.
  2. Change the Expression Type to Client Security.
  3. Use the Component drop-down to select a component. A common configuration is to check for domain membership as detailed at CTX128040 How to Configure a Registry-Based Scan Expression to Look for Domain Membership.

You can also use EPA expressions when configuring a Quarantine Group.

Once the Preauthentication and/or Session Policies are created, bind them to your NetScaler Gateway Virtual Server:

  1. Edit a NetScaler Gateway Virtual Server.
  2. Scroll down to the Policies section, and click the plus icon.
  3. Select either Preauthentication or Session, and select the policy you already created. Then click Bind.

EPA Troubleshooting

Citrix CTX209148 Understanding/Configuring EPA Verbose Logging Feature:

  1. Go to NetScaler Gateway > Global Settings.
  2. On the right, click Change Global Settings.
  3. On the Security tab, click Advanced Settings.
  4. Scroll down, check the box next to Enable Client Security Logging, and click OK.
  5. When the scan fails, the user is presented with a Case ID.
  6. You can then grep /var/log/ns.log for the Case ID. Or search your syslog.

 

To determine why your EPA scans fail, on the client machine, go to HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\Secure Access Client.
Make a DWORD value named “EnableEPALogging“, and set the value to 1.

After attempting the scan again, you’ll find the file %localappdata%\Citrix\AGEE\epaHelper_epa_plugin.txt with details for each scan expression.

 

NetscalerAssasin EPA OPSWAT Packet flow and Troubleshooting shows a Wireshark trace of an EPA scan.

SmartControl

The SmartControl feature lets you configure some of the SmartAccess functionality directly on the appliance. See Configuring SmartControl at Citrix Docs for detailed instructions.

  1. If you are using a Preauthentication Policy to run an Endpoint Analysis scan, edit the Preauthentication Profile.
  2. Configure the Default EPA Group with a new group name. You’ll use this group name later.
  3. If you are instead using a Session Policy/Profile to run the post-authentication Endpoint Analysis scan, edit the Session Profile, on the Security tab, use the Smartgroup field to define a group name for users that pass the scan. You’ll use this group name later.
  4. On the left, expand NetScaler Gateway, expand Policies, and click ICA.
  5. On the right, switch to the Access Profiles tab, and click Add.
  6. Configure the restrictions as desired, and click Create.
  7. Switch to the ICA Action tab, and click Add.
  8. Give the Action a name. Select the ICA Access Profile. Click Create.
  9. Switch to the ICA Policies tab, and click Add.
  10. Select the previously created ICA Action.
  11. Enter an expression. You can use HTTP.REQ.USER.IS_MEMBER_OF(“MyGroup”).NOT where MyGroup is the name of the SmartGroup you configured in the session profile or preauth scan. Click Create when done.
  12. Edit your Gateway Virtual Server.
  13. Scroll down to the Policies section, and click the plus icon.
  14. Change the Policy Type to ICA, and click Continue.
  15. Select the SmartControl policy you created earlier, and click Bind.

SmartAccess

CTX138110 How to Configure the SmartAccess feature on Access Gateway Enterprise Edition Appliance

In XenApp/XenDesktop, edit a Citrix policy, and add the Access Control filter. If you are using GPO to deliver Citrix Policies, then only Citrix Policies in the user half of the GPO support Access Control filters.

You can leave the default wildcards for farm name and condition to match all NetScaler Gateway connections. Or you can match specific NetScaler Gateway / Session Policy connections:

  • AG farm name = name of the NetScaler Gateway Virtual Server.
  • Access condition = name of the NetScaler Gateway Session Policy.

You typically create a Citrix policy to turn off all client device mappings for all external users. Then you create a higher priority Citrix policy that re-enables client device mappings for those users that passed the Endpoint Analysis scan expression on a particular Session Policy.

If you edit a Delivery Group, there’s an Access Policy page where you can hide or show the Delivery Group for all NetScaler Gateway connections, or for specific NetScaler Gateway Virtual Server / Session Policy connections.

  • Site or Farm name = NetScaler Gateway Virtual Server name
  • Filter = NetScaler Gateway Session Policy name

This configuration is only available at the entire Delivery Group. It is not possible to perform this configuration for only specific published applications, unless they are on different Delivery Groups.

 

When connected to a session, Director shows SmartAccess Filters on the session Details page. Notice the Farm Name (vServer name) and Filter Name (Session Policy name)  💡

Related Pages

NetScaler Gateway 11.1 – RDP Proxy

Last Modified: Dec 22, 2016 @ 1:40 pm

RDP Proxy

NetScaler supports RDP Proxy through NetScaler Gateway. No VPN required. In 11.1 and newer, RDP can connect to Gateway on 443. In older NetScaler, RDP connects on 3389.

There are several ways of launching RDP sessions through NetScaler Gateway RDP Proxy:

  • Bookmarks on the Clientless Access portal page.
    • Bookmarks can be defined by the administrator.
    • Or users can add their own RDP bookmarks.
  • After logging in, change the URL in the browser to /rdpproxy/MyRDPServer. MyRDPServer can be IP or DNS.
  • In the RfWebUI Portal Theme, the Add Bookmark link lets users enter an RDP address, and click Go.

The easy configuration is for one Gateway to do both authentication and RDP Proxy. Alternatively, you can have one Gateway vServer that authenticates the user and a different Gateway vServer to proxy the RDP connection. The Gateways use Secure Ticket Authority (STA) for mutual authentication. See Stateless RDP Proxy at docs.citrix.com for more information.

Links:

Here are some requirements for RDP Proxy:

  • NetScaler Enterprise Edition or Platinum Edition.
  • NetScaler Gateway Universal Licenses for each user.
    • NetScaler 11.1 build 49 and later come with built-in Gateway Universal licenses: NetScaler Standard Edition = 500 licenses, NetScaler Enterprise Edition = 1000 licenses, and NetScaler Platinum Edition = unlimited licenses.
  • TCP 443 opened to the NetScaler Gateway Virtual Server. If older NetScaler, open TCP 3389 to the Gateway.
  • TCP 3389 opened from the NetScaler SNIP to the RDP Servers.

Do the following to configure RDP Proxy:

  1. Go to System > Settings, and click Configure Advanced Features.
  2. Check the box for RDP Proxy, and click OK.
  3. Expand NetScaler Gateway, expand Policies, and click RDP.
  4. On the right, switch to the Client Profiles tab, and click Add.
  5. Give the Client Profile a name, and configure it as desired. Scroll down.
  6. It is no longer necessary to configure a Pre shared key or RDP Host. Just click Create.
  7. It is no longer necessary to create a RDP Server Profile.
  8. If you want to put RDP bookmarks on the Clientless Access portal page, on the left, expand NetScaler Gateway, expand Resources, and click Bookmarks.
  9. Alternatively, Simon Gottschlag Publish RDP Proxy Link via StoreFront shows how NetScaler Rewrite can insert an RDP Proxy link into a StoreFront web page.
  10. On the right, click Add.
  11. Give the Bookmark a name.
  12. For the URL, enter rdp://MyRDPServer using IP or DNS.
  13. Check the box next to Use NetScaler Gateway As a Reverse Proxy, and click Create.
  14. Create more bookmarks as desired.
  15. Create or edit a Session Profile/Policy.
  16. On the Security tab, set Default Authorization Action to ALLOW. Or you can use Authorization policies to control access.
  17. On the Remote Desktop tab, Override Global and select the RDP Client Profile you created earlier.
  18. If you want to use Bookmarks, on the Client Experience tab, set Clientless Access to On.
  19. On the Published Applications tab, make sure ICA Proxy is OFF.
  20. Edit or Create your Gateway Virtual Server.
  21. In the Basic Settings section, click More.
  22. It is no longer necessary to bind a RDP Server Profile. Instead, RDP is proxied through 443 on the Gateway.
  23. Scroll down. Make sure ICA Only is not checked. This means you’ll need NetScaler Gateway Universal licenses for each user that connects through this Gateway.
  24. Bind a certificate.
  25. Bind authentication policies.
  26. Bind the session policy/profile that has the RDP Client Profile configured.
  27. You can bind Bookmarks to either the NetScaler Gateway Virtual Server, or to a AAA group. To bind to the NetScaler Gateway Virtual Server, on the right, in the Advanced Settings section, click Published Applications.
  28. On the left, in the Published Applications section, click where it says No Url.
  29. While editing your Gateway vServer, you can also enable the new RfWebUI Portal Theme. This requires StoreFront to be 3.6 or newer.
  30. Bind your Bookmarks.
  31. Since this NetScaler Gateway Virtual Server has ICA Only unchecked, make sure your NetScaler Gateway Universal licenses are configured correctly. On the left, expand NetScaler Gateway and click Global Settings.
  32. On the right, click Change authentication AAA settings.
  33. Change the Maximum Number of Users to your licensed limit. In NetScaler 11.1 build 49 and newer, this value should already match the number of licensed users. In older builds, you must manually configure this setting, and if not configured, then it defaults to only 5 concurrent connections.

  34. If you want to connect to RDP servers using DNS, make sure DNS servers are configured on the appliance (Traffic Management > DNS > Name Servers).
  35. If you want to use the short names instead of FQDNs, add a DNS Suffix (Traffic Management > DNS > DNS Suffix).
  36. Connect to your Gateway and login.
  37. If you configured Bookmarks, if RfWebUI theme, on the Apps tab, click Web and SaaS Apps.
  38. If X1 theme, the bookmarks are on the Web Apps page.
  39. Then click the Bookmark. If RfWebUI theme, you can also click Details to mark the Bookmark as a Favorite.
  40. Or you can change the address bar to /rdpproxy/MyRDPServer. You can enter an IP address (e.g. rdpproxy/192.168.1.50) or a DNS name (/rdpproxy/myserver).
  41. If you edit the downloaded .rdp file, notice that it’s connecting on port 443.
  42. Then open the downloaded .rdp file.
  43. You can view the currently connected users by going to NetScaler Gateway > Policies > RDP, and on the right is the Connections tab.
  44. If using the RfWebUI theme, another way to launch RDP sessions is to click the Add Bookmark link, enter a destination DNS/IP, check the box next to RDP Link, and click Go.
  45. You can also Save the bookmark.
  46. Then access the saved bookmark from Apps > Personal Bookmarks.

  47. Personal bookmarks are stored in /var/vpn/bookmark on the appliance. You might want to back these up and replicate them to other Gateway appliances participating in GSLB. See NetScaler 11.1 Personal Bookmarks at Citrix Discussions.
  48. The X1 theme has an Add button on the Web Apps page.
  49. But there is no Go button. Instead, you save the Bookmark and launch it from the list.

NetScaler Gateway 11.1 RADIUS Authentication

Last Modified: Jul 10, 2016 @ 2:07 pm

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RADIUS Overview

For two-factor authentication using Azure Multi-factor Authentication, see Jason Samuel How to deploy Microsoft Azure MFA & AD Connect with Citrix NetScaler Gateway

Citrix CTX125364 How to Configure Dual Authentication on NetScaler Gateway Enterprise Edition for Use with iPhone and iPad.

Some two-factor products (e.g. SMS Passcode) require you to hide the 2nd password field. Receiver 4.4 and newer supports hiding the 2nd field if you configure a Meta tag in index.html. See CTX205907 Dual-Password Field Shows in First Authentication When Connecting to NetScaler Gateway from Windows Receiver for instructions.

Two-factor authentication to NetScaler Gateway requires the RADIUS protocol to be enabled on the two-factor authentication product.

On your RADIUS servers, you’ll need to add the NetScaler appliances as RADIUS Clients. When NetScaler uses a local (same appliance) load balanced Virtual Server for RADIUS authentication, the traffic is sourced from the NetScaler SNIP (Subnet IP). When NetScaler uses a direct connection to a RADIUS Server without going through a load balancing Virtual Server, or uses a remote (different appliance) Load Balancing Virtual Server, the traffic is sourced from the NetScaler NSIP (NetScaler IP). Use the correct IP(s) when adding the appliances as RADIUS Clients. And adjust firewall rules accordingly.

For High Availability pairs, if you locally load balance RADIUS, then you only need to add the SNIP as a RADIUS Client, since the SNIP floats between the two appliances. However, if you are not locally load balancing RADIUS, then you’ll need to add the NSIP of both appliances as RADIUS Clients. Use the same RADIUS Secret for both appliances.

Two-factor Policies Summary

When configuring the NetScaler Gateway Virtual Server, you can specify both a Primary authentication policy, and a Secondary authentication policy. Users are required to successfully authenticate against both policies before being authorized for NetScaler Gateway.

For browser-based StoreFront, you need two authentication policies:

  • Primary = LDAPS authentication policy pointing to Active Directory Domain Controllers.
  • Secondary = RADIUS authentication policy pointing to RSA servers with RADIUS enabled.

For Receiver Self-service (native Receiver on mobile, Windows, and Mac), the authentication policies are swapped:

  • Primary = RADIUS authentication policy pointing to RSA servers with RADIUS enabled.
  • Secondary = LDAPS authentication policy pointing to Active Directory Domain Controllers.

If you need to support two-factor authentication from both web browsers and Receiver Self-Service, then you’ll need at least four authentication policies as shown below.

Primary:

  • Priority 90 = RADIUS policy. Expression = REQ.HTTP..HEADER User-Agent CONTAINS CitrixReceiver
  • Priority 100 = LDAP policy. Expression = REQ.HTTP..HEADER User-Agent NOTCONTAINS CitrixReceiver

Secondary:

  • Priority 90 = LDAP policy. Expression = REQ.HTTP..HEADER User-Agent CONTAINS CitrixReceiver
  • Priority 100 = RADIUS policy. Expression = REQ.HTTP..HEADER User-Agent NOTCONTAINS CitrixReceiver

Create Two-factor Policies

Do the following to create the Two-factor policies:

  1. Create an LDAP server.
  2. For RADIUS, on the left, expand Authentication, and click Dashboard.
  3. On the right, click Add.
  4. Change Choose Server Type to RADIUS.
  5. Give the server a name.
  6. Specify the IP address of the RADIUS load balancing Virtual Server.
  7. Enter the secret key specified when you added the NetScalers as RADIUS clients on the RADIUS server. Click Test Connection.
  8. Scroll down and click Create.

    add authentication radiusAction RSA -serverIP 10.2.2.210 -serverPort 1812 -radKey Passw0rd
  9. Since you can’t create authentication policies from the authentication dashboard, go to NetScaler Gateway > Policies > Authentication > RADIUS.
  10. On the right, in the Policies tab, click Add.
  11. Name it RSA-ReceiverSelfService or similar.
  12. Select the RADIUS server created earlier.
  13. Enter an expression. You will need two policies with different expressions. The expression for Receiver Self-Service is REQ.HTTP.HEADER User-Agent CONTAINS CitrixReceiver.
  14. Click Create.

    add authentication radiusPolicy RSA-ReceiverForWeb "REQ.HTTP.HEADER User-Agent NOTCONTAINS CitrixReceiver" RSA
    
    add authentication radiusPolicy RSA-ReceiverSelfService "REQ.HTTP.HEADER User-Agent CONTAINS CitrixReceiver" RSA
    
    add authentication ldapPolicy Corp-Gateway-ReceiverForWeb "REQ.HTTP.HEADER User-Agent NOTCONTAINS CitrixReceiver" Corp-Gateway
    
    add authentication ldapPolicy Corp-Gateway-ReceiverSelfService "REQ.HTTP.HEADER User-Agent CONTAINS CitrixReceiver" Corp-Gateway
  15. Create another policy to match the ones shown below. Both RADIUS policies are configured with the same RADIUS server. The only difference between them is the expression (CONTAINS vs NOTCONTAINS):
    Name Expression Server
    RSA-ReceiverSelfService REQ.HTTP.HEADER User-Agent CONTAINS CitrixReceiver RSA
    RSA-ReceiverForWeb REQ.HTTP.HEADER User-Agent NOTCONTAINS CitrixReceiver RSA

  16. Go to the NetScaler Gateway\Policies\Authentication\LDAP node.
  17. On the Policies tab, create two policies with the expressions shown below. Both LDAP policies are configured with the same LDAP server. The only difference between them is the expression (CONTAINS vs NOTCONTAINS).
    Name Expression Server
    LDAP-Corp-ReceiverSelfService REQ.HTTP.HEADER User-Agent CONTAINS CitrixReceiver LDAP-Corp
    LDAP-Corp-ReceiverForWeb REQ.HTTP.HEADER User-Agent NOTCONTAINS CitrixReceiver LDAP-Corp

Bind Two-factor Policies to Gateway

  1. When you create or edit a NetScaler Gateway Virtual Server, bind the policies as shown in the following table. Priority doesn’t matter because they are mutually exclusive.
    Policy Name Type Bind Point
    LDAP-Corp-ReceiverForWeb LDAP Primary
    RSA-ReceiverSelfService RADIUS Primary
    LDAP-Corp-ReceiverSelfService LDAP Secondary
    RSA-ReceiverForWeb RADIUS Secondary

    bind vpn vserver gateway.corp.com -policy Corp-Gateway-ReceiverForWeb -priority 100
    
    bind vpn vserver gateway.corp.com -policy RSA-ReceiverSelfService -priority 110
    
    bind vpn vserver gateway.corp.com -policy RSA-ReceiverForWeb -priority 100 -secondary
    
    bind vpn vserver gateway.corp.com -policy Corp-Gateway-ReceiverSelfService -priority 110 -secondary
    
  2. The session policy for Receiver Self-Service needs to be adjusted to indicate which authentication field contains the Active Directory password. On the Client Experience tab is Credential Index. This needs to be changed to SECONDARY. Leave the session policy for Web Browsers set to Primary.

    set vpn sessionAction "Receiver Self-Service" -ssoCredential SECONDARY
  3. On the StoreFront server, when creating the NetScaler Gateway object, change the Logon type to Domain and security token.

RADIUS Load Balancing – NetScaler 11.1

Last Modified: Jul 9, 2016 @ 11:46 am

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RADIUS Load Balancing Overview

Two-factor authentication to NetScaler Gateway requires the RADIUS protocol to be enabled on the two-factor authentication product.

On your RADIUS servers, you’ll need to add the NetScaler appliances as RADIUS Clients. When NetScaler uses a local (same appliance) load balanced Virtual Server for RADIUS authentication, the traffic is sourced from the NetScaler SNIP (Subnet IP). When NetScaler uses a direct connection to a RADIUS Server without going through a load balancing Virtual Server, or uses a remote (different appliance) Load Balancing Virtual Server, the traffic is sourced from the NetScaler NSIP (NetScaler IP). Use the correct IP(s) when adding the NetScaler appliances as RADIUS Clients. And adjust firewall rules accordingly.

For High Availability pairs, if you locally load balance RADIUS, then you only need to add the SNIP as a RADIUS Client since the SNIP floats between the two appliances. However, if you are not locally load balancing RADIUS, then you’ll need to add the NSIP of both appliances as RADIUS Clients. Use the same RADIUS Secret for both appliances.

When load balancing RADIUS, you’ll want a monitor that verifies that the RADIUS server is functional. The RADIUS monitor will login to the RADIUS server and look for a response. You will need static credentials that the RADIUS monitor can use to login to the RADIUS server.

If you don’t want your monitor to login to RADIUS, then the only other monitoring option is Ping. Adjust the firewall accordingly.

If you have RADIUS Servers in multiple datacenters, you can create multiple load balancing Virtual Servers and cascade them so that the local RADIUS Servers are used first, and if they’re not available, then the Virtual Server fails over to RADIUS Servers in remote datacenters.

RADIUS Monitor

The RADIUS Monitor attempts to successfully log into the RADIUS server. For RSA, create an account on RSA with the following parameters as mentioned by Jonathan Pitre:

  • Setup a user with a fixed passcode in your RSA console.
  • Ensure you login with that user at least once to the RSA console because you’ll be asked to change it the first time.
  • There is no need to assign a token to your monitor user as long as you are using a fixed passcode. You don’t want to waste a token on a user just for monitoring.

Henny Louwers – Configure RSA RADIUS monitoring on NetScaler:

  1. In the NetScaler Configuration Utility, on the left under Traffic ManagementLoad Balancing, click Monitors.
  2. On the right, click Add.
  3. Name the monitor RSA or similar. Change the Type drop-down to RADIUS.
  4. On the Standard Parameters tab, you might have to increase the Response Time-out to 4.
  5. On the Special Parameters tab, enter valid RADIUS credentials. Make sure these credentials do not change or expire. For RSA, in the Password field, enter the fixed passcode.
  6. Also enter the RADIUS key configured on the RADIUS server for the NetScaler as RADIUS client.
  7. For Response Codes, add both 2 and 3means success, while 3 indicates some kind of failure. Either result means that the RADIUS server is responding, and thus is probably functional. But 2 is the ideal response.
  8. Click Create when done.

    add lb monitor RSA RADIUS -respCode 2-3 -userName ctxsvc -password Passw0rd -radKey Passw0rd -resptimeout 4

Servers

  1. On the left, expand Traffic Management, expand Load Balancing, and click Servers.
  2. On the right, click Add.
  3. Enter a descriptive server name; usually it matches the actual server name.
  4. Enter the IP address of the server.
  5. Enter comments to describe the server. Click Create.

    add server RSA01 10.2.2.42
    add server RSA02 10.2.2.43
  6. Continue adding RADIUS servers.

Service Groups

  1. On the left, expand Traffic Management, expand Load Balancing, and click Service Groups.
  2. On the right, click Add.
  3. You will create one Service Group per datacenter. Enter a name reflecting the name of the datacenter.
  4. Change the Protocol to RADIUS.
  5. Click OK.
  6. On the left, in the Service Group Members section, click where it says No Service Group Member.
  7. If you did not create server objects, then enter the IP address of a RADIUS Server in this datacenter. If you previously created a server object, then change the selection to Server Based, and select the server object(s).
  8. In the Port field, enter 1812 (RADIUS).
  9. Click Create.
  10. Click OK when done adding members.
  11. On the right, in the Advanced Settings column, click Monitors.
  12. On the left, in the Monitors section, click where it says No Service Group to Monitor Binding.
  13. Click the arrow next to Click  to select.
  14. Select your new RADIUS monitor, and click Select.
  15. Click Bind.
  16. To verify the member is up, click in the Service Group Members section.

  17. Highlight a member and click Monitor Details.
  18. It should say Radius response code 2 (or 3) received. Click OK.
  19. Click Done to finish creating the Service Group.

    add serviceGroup svcgrp-RSA RADIUS
    bind serviceGroup svcgrp-RSA RSA01 1812
    bind serviceGroup svcgrp-RSA -monitorName RSA
  20. The Service Group is displayed as UP.
  21. Add additional service groups for Radius servers in each data center.

Virtual Server

  1. On the left, expand Traffic Management, expand Load Balancing, and click Virtual Servers.

  2. On the right, click Add.
  3. Name it lbvip-RADIUS-HQ or similar. You will create one Virtual Server per datacenter so include the datacenter name.
  4. Change the Protocol drop-down to RADIUS.
  5. Enter a Virtual IP. This VIP cannot conflict with any other IP + Port already being used. You can use an existing VIP if the VIP is not already listening on UDP 1812.
  6. Enter 1812 as the Port. Click OK.
  7. In the Services and Service Groups section, click where it says No Load Balancing Virtual Server ServiceGroup Binding.
  8. Click the arrow next to Click to select.
  9. Select a previously created Service Group and click Select.

  10. Click Bind.
  11. Click Continue.
  12. On the right, in the Advanced Settings section, click Method.
  13. On the left, change the Load Balancing Method to TOKEN.
  14. In the Expression box, enter CLIENT.UDP.RADIUS.USERNAME.
  15. Click OK.
  16. On the right, in the Advanced Settings section, click Persistence.
  17. On the left, change Persistence to RULE.
  18. In the Expression box, enter CLIENT.UDP.RADIUS.USERNAME.
  19. Click OK.
  20. Click Done to finish creating the Virtual Server.
  21. If you are configuring this RADIUS Load Balancer for more than just NetScaler Gateway, you can add another Load Balancer on port 1813 for RADIUS Accounting. Then you need a Persistency Group to tie the two load balancers together. See Configuring RADIUS Load Balancing with Persistence at Citrix Docs.
    add lb vserver lbvip-RSA RADIUS 10.2.2.210 1812 -persistenceType RULE -lbMethod TOKEN -rule CLIENT.UDP.RADIUS.USERNAME
    bind lb vserver lbvip-RSA svcgrp-RSA
  22. The new Virtual Server should show as Up. If not, click the Refresh icon.
  23. Create additional Virtual Servers for each datacenter. These additional Virtual Servers do not need a VIP. so change the IP Address Type to Non Addressable. Only the first Virtual Server will be directly accessible.

    add lb vserver lbvip-RSA-Backup RADIUS 0.0.0.0 0 -persistenceType NONE -cltTimeout 120
  24. Notice that the additional datacenter Virtual Servers have an IP Address of 0.0.0.0 and port of 0.
  25. After you are done creating a Virtual Server for each datacenter, click the ellipsis next to the primary datacenter’s Virtual Server, and click Edit.
  26. On the right, in the Advanced Settings column, click Protection.
  27. On the left, in the Protection section, change the Backup Virtual Server to one of the other datacenter Virtual Servers. If all of the services in this datacenter are DOWN, the backup Virtual Server will be used instead. You can cascade multiple Virtual Servers using this method. Click OK and Done.

    set lb vserver lbvip-RSA -backupVServer lbvip-RSA-Backup
  28. You may now use this Virtual IP in your RADIUS authentication policies for NetScaler Gateway or NetScaler management login.