Installing Merchandising Server

Updated: 2012-05-03

The five tasks listed below provide installation and quick configuration of Merchandising Server.

I. Installing Merchandising Server Software

The Merchandising Server software is delivered as a virtual appliance image that contains all of the software necessary for running the Merchandising Server. You can import it into Citrix XenCenter or VMware (VMware vSphere 4.0, VMware Server 2.x, or ESX 3.5 and later).

Getting the Merchandising Server Software

  1. Download the Merchandising Server virtual appliance from the Citrix support site. It is one of the downloads available under the Citrix Receiver product group.
    • For XenCenter: the image is in the form: citrix-merchandising-server-[releaseNumber].bz2
    • For vSphere: the image is in the form: citrix-merchandising-server-VMware[releaseNumber].ova
  2. If needed, unpack the zip file using bz2, winzip, or another archive utility.

Importing the Virtual Appliance into XenCenter

Verify that you have a minimum of 20 GB of available hard disk space before proceeding.

  1. Start Citrix XenCenter.
  2. Select File > Import VM. The Import VM pop-up window displays.
    1. Click Browse, navigate to the .xva file, and click Open.
    2. Select Exported VM as the Import Type and then click Next.
    3. In the Home server screen of the wizard, select the XenServer instance where this VM should be imported and then click Next.
    4. In the Storage screen, select the XenServer where the storage repository resides and then click Import.

      The import begins and the Network screen opens.

    5. In the Network screen, select the appropriate network designation. If you only have one network, select Network 0 and click Next.
    6. In the Finish screen, clear the check box for Start VM after Import and then click Finish.
  3. After the import process completes, right-click the VM and choose Properties.
    1. Click the CPU and Memory tab. Choose the amount of memory for the VM and the number of VCPUs. Citrix recommends allocating at least 4 GB of memory and configuring 2 VCPUs.
    2. Click OK.
  4. Select the VM and click the Network tab.
    • Click the Properties button. Select Auto-generate and click OK.
  5. Right-click the VM and choose Start.
  6. Click the Console tab.
    1. Configure network settings. Ensure that the hostname entry is the correct FQDN for the server, otherwise Receiver Updater running on Windows 7 or Vista will be unable to connect to Merchandising Server.
    2. Enter 9 to save the configuration.
    3. When prompted, enter a new password for the virtual appliance.

    The virtual appliance restarts.

Importing the Virtual Appliance into ESX using vSphere 4.0

  1. Start vSphere Client (or other VMware solution equivalent, such as VMware vSphere 4.0, VMware Server 2.x, or ESX 3.5 and later).
  2. Select or enter an IP address or host name.
  3. Enter VMware credentials and click Login.
  4. Select File > Deploy OVF Template. The Deploy OVF Template pop-up appears.
    1. Click Browse, navigate to the .ova file or enter a URL, and click Next.
    2. Verify the OVF template details and click Next.
    3. Click Accept to accept the end user license agreement and click Next.
    4. Enter the name of the Merchandising Server virtual appliance you are creating in the inventory folder and click Next.
    5. Select a datastore and click Next.
    6. Review your deployment settings and click Finish.
  5. Select the Merchandising Server virtual machine name in the inventory.
  6. In the Getting Started tab, click Edit virtual machine settings. A properties pop-up window appears. Citrix recommends allocating at least 4 GB of memory and configuring 2 VCPUs.
    1. In the Hardware tab, select Memory.
    2. Change the Memory Size to 4 GB.
    3. Select CPUs.
    4. Change the number of virtual processors to 2.
    5. Click OK.
  7. In the Getting Started tab, click Power on the virtual machine.
  8. Click the Console tab.
    1. Configure network settings. Ensure that the hostname entry is the correct FQDN for the server, otherwise Receiver Updater running on Windows 7 or Vista will be unable to connect to Merchandising Server.
    2. Enter 9 to save the configuration.
    3. When prompted, enter a new password for the virtual appliance.

    The virtual appliance restarts.

II. Configuring Your Administrator Users

  1. Open a browser window and enter the Administrator Console URL. The URL must be in the form https://[server_address]/appliance, where server_address is your Merchandising Server host name or IP address.
  2. Enter root for user name, C1trix321 for the Administrator Console password, and click Log on.
  3. Select Configuration > Configure AD.
    1. Provide the Active Directory server information.
    2. Click Save Changes and Sync to load your users into the Merchandising Server database.
  4. Select Configuration > Permissions.
    1. Enter your first or last name in the Search text box and click Search.
    2. Select your name in the search results list and click Edit.
    3. Select Administrator permissions and click Save.
    4. Repeat the process for each of the users who will need Administrator and Auditor permissions.
  5. Log out of the Administrator Console.

III. Configuring the Administrator Console

  1. Log on to the Administrator Console with the administrator user administration credentials you just configured (above).
  2. Optionally, select Configuration > SSL Certificate Management.
    1. Select Export certificate signing request to produce the request.
    2. Enter the key size and your company information, click Export, and send this to your preferred signing authority.
    3. Upon receipt of the certificate from your system administrator, select Import certificate from certificate authority from the drop-down list.
    4. Click Browse to locate the certificate.cer file and click Submit.
  3. Select Configuration > Options.
    1. Enter support information for your users.
    2. Enter your Active Directory domain name.
    3. Enter the polling frequency to the Citrix Update Service.
    4. Enter the user authentication token expiration date.
  4. Optionally, select Configuration > Network Settings.

    If you are using a proxy server, enter the configuration and authentication settings here.

IV. Preparing Your System

Before creating a delivery, download your plug-ins and create delivery rules.

To download plug-ins

  1. In the Administrator Console, select Plug-ins > Get New.
  2. Select the plug-in from the list and click Download to Server or click Download All to Server.
  3. Click Close in the Success dialog box.
  4. Continue this process until you have downloaded all the plug-ins you want to deliver.

To create recipient rules

  1. In the Administrator Console, select Deliveries > Rules.
  2. Click Create at the bottom of the page.
  3. Type the rule Name and Description.
  4. Select the rule type from the Field menu. Possible values are Machine Name, User Domain Membership, Computer Domain Membership, Operating System, LDAP User, and LDAP User Group, Machine Name, IP Address Range.
    • If you select LDAP User or LDAP User Groups, the screen displays the Search functionality.
    • If you select User Domain Membership, Machine Domain Membership, Operating System, or IP Address Range, select Is or Is Not for the Operator field and type the appropriate Value entry.
    • If you select Machine Name, select either Begins With, Contains, or Is Exactly, and type the appropriate Value entry.
  5. Click Save to save your rule.

V. Creating Deliveries

To create a delivery

  1. In the Administrator Console, select Deliveries > Create / Edit.
  2. Click Create at the bottom of the page.
  3. In the General tab, enter the general information for the delivery.
  4. In the Plug-ins tab, click Add and select the check boxes for the plug-ins to deliver; click Add again.
  5. Click the Config tab and enter the plug-in specific values.
  6. Click the Rules tab.
    1. With Basic link enabled, select the operator type (ADD or OR) and click Add.
    2. Select the check box for the rules to add and click Add. The selected items are added to the delivery.
  7. Click the Schedule tab.
    • Define the delivery schedule time and date or click Now.
    • Click Schedule to complete the process.

Merchandising Server is now ready for your users to download Citrix Receiver. Once they have downloaded Receiver, it will automatically fetch your scheduled delivery and install plug-ins.

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