This article is part of the (Legacy) Worldwide Support Services Delivery Guides, which focuses on delivery of support services. Please go here to view the latest guides updated in 2024.
Citrix reserves the right to make updates to its Customer Success Services packages and requirements, at its sole discretion, from time to time, as business needs require. The relevant Citrix web pages will be updated with respect to any updates as of their effective date.
Citrix Support Services adhere to specific terms and guidelines based on the program purchased. This section will provide terms and guidelines based on the various support and services packages.
Citrix offers a single end-user license agreement (EULA) for its on-premises software and hardware offerings, and for its Citrix Cloud and other SaaS offerings, which can be reviewed at any time under our user agreement page. See the references in the EULA to Maintenance.
In order to receive Customer Success Services (CSS) benefits, customers must have active CSS for 100% of their licenses. This is known as the “All-in Rule."
Partial CSS coverage is not permitted. A customer is not permitted to extend the benefits of CSS to any licenses not covered by an active CSS agreement. A customer is not permitted to extend the benefits of CSS to any licenses that do not have an active CSS agreement.
Compliance will be monitored and without waiving other remedies, Citrix reserves the right to suspend CSS benefits and invoice a customer for any underpaid CSS fees for compliance violation(s).
With Expedited Hardware Maintenance the service includes delivery within 4 hours after Citrix authorizes the issuance of a replacement Product from the Service Center.
This service is only available if the Customer location where the replacement Product will be delivered is within 70 miles of a Citrix Service Center for locations in the United States, or 50 miles of a Citrix Service Center for locations outside the United States, and the Customer location and the Citrix Service Center are located in the same country. Customer is responsible for ensuring that it is located within such radius. Citrix Service Center locations can be found here. Any questions related to Citrix Service Center locations should be sent to goldplusaddress@citrix.com.
Customer must submit the physical address of the Product with Expedited Hardware Maintenance coverage to goldplusaddress@citrix.com immediately after the Product has been installed. Addresses can also be updated by emailing goldplusaddress@citrix.com. Such address is the Customer location referred to above where the replacement Product will be delivered. Any variations to such address will not be accepted at the time of the service request.
Please note: If the Customer location meets the requirements above but a new Citrix Service Center needs to be set up, this will require a lead time of up to (6) weeks in the U.S. or three (3) to six (6) months outside of the U.S. prior to Expedited Hardware Maintenance being available. Customer will receive Standard Hardware Maintenance (next business day RMA shipment) for the applicable Products until the Citrix Service Center is set up. Some Product components are not available under the Expedited RMA.
Reinstatement of expired Maintenance is offered only at the sole discretion of Citrix. If offered, reinstatement and recovery charges may apply.
Your Technical Account Manager will work with you to proactively understand your business or mission-critical environment, your business and technology objectives, and work to ensure supportability of your Citrix solutions with leading practices. They accomplish tasks through a streamlined engagement and discovery process, conducted through business and technical discovery workshops, providing a holistic view of where you are today compared to where you need to be tomorrow.
A success plan is then jointly aligned to help you move quickly, while reducing and minimizing risk. In addition, the business and associated technology objectives identified in your success plan feed into the Environment and Success Plan Review deliverables and are used to identify improvement areas for solution optimization.
With Priority Plus, you can choose customized service options based on your needs such as assigned support account managers in multiple geographies, exclusive access to support resources who only work with your business and additional services for system monitoring and optimization.
In addition, Priority Plus offers an Executive-level Support Sponsor to advocate within Citrix and make sure all your requirements and issues are dealt with promptly.
Priority/Plus Support Discovery Workshop Program initiation and remote or on-site discovery workshop.
Priority Support Success Plan (define/implement) Success mapping for outcome based engagement.
Annual and Quarterly Reviews Annual environment and supportability review plus quarterly success plan updates.
Monthly Progress Updates Monthly updates on support service and customer health.
Account Manager Weekdays: English, German, Spanish, Portuguese and French languages available.
Business and Technical Discovery Workshop to take place via 1 remote or in-person meeting; up to 6 hours in duration.
Business and Technical Discovery Workshop, and Success Plan should be completed within first 8-10 weeks of service activation.
Annual environment and supportability review plus quarterly success plan updates.
Customer acknowledges that Technical Account Managers are assigned to a portfolio of Priority customers and their service time is allocated as appropriate between customers within the portfolio group; should a Customer require additional service time on a consistent basis above and beyond the intention of Priority Support or resource coverage across multiple geographies, Citrix will recommend a Support service upgrade to Priority Plus at then current pricing.
Priority Plus coverage will be determined at the time of definition for the scope of the services.
Customer to fulfill prerequisite tasks prior to business and technical discovery workshop, as laid out during the introductory meeting.
Designate appropriate personnel to participate in business discovery workshop with Citrix.
Participation by stakeholders in Success Plan definition and adherence to time frames.
Provide feedback on satisfaction with the value received from the program through our Transactional Net Promoter Score and Relationship Net Promoter Score programs, annually and periodically as reasonably requested.
Review based on single (main) production environment
OR Review based around a single POD (or similar architecture)
OR Review based around a single XA/XD farm/site, supporting Citrix products from a single location (Data Center, Environment)
For Priority Plus only - Customizable to multiple environment
Product Supportability, Lifecycle, Functionality & Adoption
Customer Overview (Business objectives, IT objectives, Key initiatives & Milestones)
End of Life (EOL) / End of Maintenance (EOM) & Long Term Service Release (LTSR) Compliance
Support Readiness by Product
Applicable Citrix Leading Support Practices
Product Inventory
Key Findings and Recommendations
One onsite (or remote) technical discovery workshop between Citrix and customers’ technical management and engineering team (up to 6 hours maximum).
Customer to comply with Citrix automated data gathering requirements before or during workshop for productive discourse.
Report completion is subject to customer delivery of prerequisites; time spent attempting to obtain missing components from customer will be subject to allocated hours from annual Scheduled Support pool.
Infrastructure Assessment (a Citrix Consulting Services separately available service)
Design & Sizing
Performance & Scalability
Citrix EOL products
3rd party vendor technologies
Endpoint analysis
Networking and storage review
Peripherals
Detailed Policy review
Hardware comparisons against Citrix HCL
Application Installation process or methods
Cloud based environments
Anything else not specifically listed in Environment Review Report Scope section above
Customer to fulfill prerequisite tasks prior to technical discovery workshop.
Requisite technical management and engineering personnel are made available to participate in Technical Discovery Workshop within first 50 days of Priority Support service start.
Requisite technical management personnel are made available to participate remotely for the delivery of the findings of the Environment Review, draft and final reviews.
Priority – 40 hours
Priority Plus – 80 hours
Hours must be consumed annually; unused hours expire at the end of each 1 year period.
Each scheduled support engagement is charged at a minimum of 4 hours.
Designed for pre-schedule events, including planning of a change event, during the event, or post-event wrap-up activities.
All Support hours provided remotely by Citrix.
Pre-schedule event with Citrix which only can be: Implementations, Migrations, and/or Update install.
Hours will be consumed for any work performed related to a Change Event whether during or outside of business hours.
Design & Architectural work
Scalability & High Availability
Performance optimizations
Project work outside of change window
Any other work typically carried out as a separate service by Citrix Consulting Services
Excludes onsite support
Advanced email notice required to Technical Account Manager: minimum of 10 business days prior to scheduled Change Event.
Acknowledgment on Scheduled Support Checklist, summarizing work to be performed; to be provided to Technical Account Manager, subject to advanced notification requirements.
Severity 1: <15 minutes
Severity 2: 30 minutes
All Others: 4 business hours
Severity 1: <10 minutes
Severity 2: <30 minutes
All Others: <4 business hours
Priority: Severity 1 <6hr
Priority Plus: Severity 1 <4hr
Severity 1 incidents must logged by phone
All other incidents logged by chat, web, or phone
Fastest response times and accelerated restoration targets are based on competitive offerings in the same industry and price tier.
Incidents involving Microsoft delivered elements provided by Citrix under a Citrix cloud subscription, will be escalated by Citrix to Microsoft for support, however because Citrix does not control Microsoft support, the Citrix estimated incident response times and restoration targets herein (if applicable) could be adversely impacted.
Priority - Precedence level access to experienced engineers
Priority Plus - Highest priority level access to experienced engineers
English, German, Spanish, Portuguese and French languages upon availability
Weekends and public holidays: English only
Before contacting Citrix Priority Technical Support with an issue, please perform basic troubleshooting steps which can be found using our self-help resources; these self-help resources can help determine what problem you are experiencing and enhances the solution process.
Citrix provides 24/7/365 support to continue case work for Severity 1 and 2 issues provided that you make resources available allowing 24/7 interaction on both sides.
In the event of a Severity 1 situation, a critical situation manager will be assigned to expedite remediation, and upon request a formal root cause analysis will be conducted.
Automatic assignment of Critical Situation Manager upon Severity 1 determination.
Root Cause Analysis available upon request for Severity 1 incidents only.
Automatic assignment of Critical Situation Manager upon Severity 1 determination.
Root Cause Analysis available upon request for Severity 1 and Severity 2 incidents only.
Priority: <15 minutes
Priority Plus: <10 minutes
Critical Situation Manager engaged within 15 mins of incident submission.
Incident Review Document will be delivered with a target of 24hrs of the request, after the mitigation of the issue.
Formal Root Cause Analysis will be delivered with a target of five business days of the request, and subject to the availability of appropriate diagnostic data after the proposed solution is verified (depending on availability of data, a root cause may or may not be determined).
Provide all customer contacts whom require updates during the Severity 1
Technical resources available 24/7 until issue mitigation
Request Incident Review Document if desired
Request Root Cause Analysis if desired (within ten days maximum of case closure)
Option 5: Dedicated Technology Package Supplies a full-time Escalation Engineer specializing in a particular Citrix technology and your unique Citrix environment to proactively optimize your Citrix solution, while providing rapid issue resolution.
Assigned Resource Add-On Ability to purchase additional assigned Technical Account Manager, and/or Escalation Engineer.
Dedicated Resource Add-On Ability to purchase additional dedicated Technical Account Manager, Escalation Engineer, and/or Consultant.
Acceleration Package Add-On Ability to purchase the Acceleration Package to unlock access to the Priority Plus Queue and 40 additional hours of Scheduled Support. Limited to customers with Priority Plus for Workspace and Priority for Networking.
Priority Plus can be purchased only by Customers with an active Priority entitlement. A Customer can also purchase Priority and Priority Plus together.
Priority Plus Add-On can be purchased at any stage of customer’s Priority contract with the initial software license purchase, during the duration of the customer’s Priority Plus contract, or during the renewal of that contract.
Customers who own Consulting Services Credits cannot apply them to the Priority Plus Elective Packages.
Priority Plus is sold in yearly increments. Priority Plus is a subscription and any unused services will expire at the end of the year. Unused services/ funds will not roll over into subsequent years of the Customer’s term.
In case of multi-year contracts, Customers have the flexibility to change their Elective Packages annually. Unused Priority Plus services will not be refunded and cannot be transferred to another Org ID.
The services within the Elective Packages are designed to be consumed evenly throughout the duration of the Customer’s term. For example, a Customer who purchases a three-year contract cannot use all of their Priority Plus services in year one.
Please note: If the Customer location meets the requirements above but a new Citrix Service Center needs to be set up, this will require a lead time of up to (6) weeks in the U.S. or three (3) to six (6) months outside of the U.S. prior to Gold Plus Maintenance being available. Customer will receive Gold Maintenance (next business day RMA shipment) for the applicable Products until the Citrix Service Center is set up. Some Product components are not available under the Gold Plus Maintenance.
Availability and Lifecycle
Software TRM services are available in select markets only, including Latin America and Caribbean, and select countries within Europe, Middle East, and Africa and in Asia Pacific it is only available in Korea and Japan. Additional detail, can be found on the Support Programs Lifecycle Matrix .
TRM Add-on 200 hours of Technical Relationship Manager (TRM) services with unlimited number of incidents for one region. Extra 100 TRM Hours Add-on 100 additional hours of Technical Relationship Manager (TRM) services only available as an addition to the TRM Add-on Service.
TRMs are senior engineers who have an extensive experience of working with Citrix products, thus providing a high level of technical expertise and proactive services designed to provide value to your organization.
When issues need escalation or engineering assistance, the TRM acts as your advocate and functions as point-of-contact to assist in a rapid resolution of the incident.
Implementation and informational reviews
The TRM is a resource for your organization to assist with product information and recommend integration of Citrix products in your environment.
Your TRM provides proactive, as well as reactive, support services. TRM services are provided on an hourly basis with up to 200 TRM hours per year, and the option to purchase additional TRM hours if needed. Citrix provides regular reports on the usage of the hours.
Active case work related activities carried out by the TRM.
Research activities on behalf of the customer. Proactive communication such as hotfix, product and event notification newsletters, etc.
Any support case related activities carried out by Citrix escalation or development.
Any on-site days for technical troubleshooting that have been purchased separately with appropriate selected options or contract.
TRM services are only available in can be utilized by the customer contacts that are based in the same region as the TRM. For example, contacts based in EMEA will be supported by an EMEA based TRM during EMEA business hours.
All TRM hours are valid for 12 months from date of purchase and require an underlying support agreement (e.g. Citrix Customer Success Services and Appliance Maintenance. Unused TRM hours will not roll over into a subsequent service term.
You can contact your assigned TRM during business hours of your geographical region.
Outside of business hours you can still report support incidents. Outside business hours the incident is transferred to the 24/7 Support Team.
For Severity 1 and 2 issues, Citrix delivers 24/7/365 support. All low to medium priority issues will be handled during business hours. The case work continues according to customer case severity and as long as you also make resources available that allow 24/7 interaction on both sides.
The same applies in a scenario where a support case has been opened through your TRM and you wish to continue the case work beyond regular business hours. Your TRM engages in the issue resolution and takes over support case ownership during business hours if still required.
The service includes on-site visits by a Citrix Support Engineer to execute problem diagnosis and problem resolution as mutually specified by the Citrix Technical Support Management and the Customer.
We investigate the support case remotely first and will recommend whether On-site Support is required for issue resolution.
All on-site visits are subject to resource availability.
We will apply commercially reasonable efforts to provide you a resource in the shortest time frame possible. Once the on-site engagement has been agreed upon, the following steps will be taken: You submit a purchase order for the estimated amount of the On-site Support costs to Citrix before the on-site visit takes place.
The appointed Citrix Support Engineer and your authorized contact(s) mutually develop and review an agenda of the visit.
Citrix Technical Support dispatches a Technical Support Engineer to your site who has the appropriate knowledge and skills to perform anon-site visit
After the on-site visit, the Technical Support Engineer prepares a report of the delivered services and sends this report to your authorized contact(s).
You will also be asked to reimburse reasonable expenses incurred during the On-site Support visit such as travel, meals, parking and lodging.
If you need to cancel the on-site visit, it must be provided in writing. You will be asked to pay for the actual on-site hours and reimburse all expenses and costs incurred by Citrix until receipt of the written cancellation (including cancellation fees and charges).
For more information on Citrix support services delivery, resources, and program guidelines, please review the full contents of the Worldwide Support Services Delivery Guide, located here.
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