The primary intent of this article is to provide steps on how to configure Citrix Profile management for the first time assuming that Virtual Apps and Desktops/Citrix Cloud environment is already configured. 

Introduction

Profile management ensures that the user’s personal settings are applied to the user’s virtual desktop and applications, regardless of the location and end point device.  Profile Management can be installed together when you install the XD/XA layout.

Instructions

Plan your Profile Management Deployment

First stage in planning is to decide on a set of policy settings that together form a configuration that is suitable for the environment and users.
Refer Plan your deployment.
Or watch below video on How to plan Citrix Profile Management deployment

There are four ways to configure Citrix Profile Management:

• Microsoft Active Directory Group Policy Management
• Citrix Studio Policies
• UPMPolicyDefaults.ini file
• Citrix Workspace Environment Management 

Note:

• Highest priority is of GPO followed by WEM, Studio and.ini file.
• We suggest that you configure the policy only from one place.
• The .ini file can only influence the VDA client where the .ini is located. We recommend that you configure the common policies through GPO or Studio.
• Profile management is not supported with REFS file system.

Please watch the below video to get the advice from expert on Citrix Profile Management deployment methods.

Microsoft Active Directory Group Policy Management

1. Import Citrix Profile Management admx and adml files to PolicyDefinitions from \x64\ProfileManagement\ADM_Templates\en folder in the iso

2. Open the ‘Group Policy Management’, create a GPO/use existing GPO and link it to desired OU

3. Edit the GPO and configure policies under Computer Configuration>Policies>Administrative Templates>Citrix>Profile Management

4. Before you configure Citrix Profile Management, you should create a user store to store the user profiles. Refer: Create the user store.
 

Basic policies that you should configure:

1. Policy ‘Path to user store’. Refer: Specify the path to the user store.

2. Enable the policy ‘Enable Profile Management’ to make UPM work. Refer: To enable Profile management.

3. Enable the policy ‘Path to log’ to save the UPM log to the path you prefer, which could help better locate the issue when troubleshooting. Refer: Enable logging for Troubleshooting

4. If you want to migrate the existing profiles into Profile Management environment and preserve the personalization that have built up over many years rather than starting with a new default profile, configure the Migration of existing profiles and Local profile conflict handling policies.
   See: Migrate profiles? New profiles?

5. Policy ‘Folder redirection’ can let you redirect some folders to other places rather than stored in user profile, especially some large size folder. This could help reduce the logon-logoff time.
   See To configure folder redirection.

6. The last but not the least, you should run ‘gpupdate /force’ on VDA clients or restart the VDA clients to make the policies you made take effect on VDA client.

Citrix Studio Policy

1.Open Citrix Studio and go to "Policies" tab
2. Select Create Policy
3. Select 'Profile Management' from 'All Settings' dropdown menu 
4. Configure desired settings and apply the policy as required

UPMPolicyDefaults_all.ini file

Citrix Workspace Environment Management (WEM)

1. WEM is a standalone Citrix Product and to use WEM to configure Citrix Profile Management, pre configured WEM deployment is required
2. If WEM is not configured then please refer: WEM quick start quide
3. Refer: To configure Citrix Profile Management using WEM

• Profile Management.
• Plan your Profile management deployment.
• Create the user store.
• To specify the path to the user store.
• To enable Profile management.
• Enable logging for Troubleshooting
• Migrate profiles? New profiles?
• To configure folder redirection.
• Profile Management policies
• https://support.citrix.com/article/CTX229258