This guide provides Citrix administrators with a concise and practical approach to configuring Microsoft Teams roaming with Citrix Profile Management (UPM). It consolidates key information and best practices to ensure a smooth and efficient implementation.

Prerequisites

1. Teams Roaming Enablement: Adhere to the Citrix documentation for enabling Teams roaming: Enabling New Teams Roaming.

2. Teams Installation: Teams must be installed on the master image, either before or after the Virtual Delivery Agent (VDA) installation. Installing Teams after provisioning machines will prevent users from seeing the Teams application in their Citrix sessions.

3. UPM User Store: When creating the UPM user store, refer to the Citrix documentation: Creating a User Store. Specifically, follow Step 3 of the Microsoft documentation on file share creation: Creating a File Share for Roaming User Profiles.

Key Configuration Points

• Profile Streaming Exclusion List: During the "Required Settings for the file-based profile solution" step 4, in the Teams roaming guide, you'll be directed to add folders to the Profile streaming exclusion list. Remember that the "Profile streaming" policy is enabled by default (see: Streaming Profiles). Carefully review and configure this list according to your environment's needs.

• Group Policy Settings: Accurate configuration of Group Policy settings is crucial. Ensure you locate and correctly apply all necessary settings related to UPM and Teams roaming. (Note: Further clarification within the Citrix documentation regarding specific Group Policy settings would be beneficial).

Verification of Teams Roaming

• Non-Persistent Desktops:

  1. Log on to Desktop 1.

  2. Sign in to Teams.

  3. Log off Desktop 1.

  4. Log on to Desktop 1 again.

  5. Open Teams. Automatic sign-in (SSO) should occur.

• Persistent Desktops:

  1. Log on to Desktop 1.

  2. Sign in to Teams.

  3. Log off Desktop 1.

  4. Log on to Desktop 2.

  5. Open Teams. Automatic sign-in (SSO) should occur.

Minimum Recommended Versions

• VDA: 2402 CU1

• UPM: 2402 CU1

  • Refer to CTX201043 for additional lifecycle information for UPM

Troubleshooting Tips

• If Teams roaming is not functioning as expected, double-check the Profile streaming exclusion list and Group Policy settings.

• Verify that the correct versions of VDA, UPM, and CWA are installed.

• Consult the Citrix documentation and support resources for further assistance.

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This guide provides Citrix administrators with a concise and practical approach to configuring Microsoft Teams roaming with Citrix Profile Management (UPM). It consolidates key information and best practices to ensure a smooth and efficient implementation.