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Updating a Citrix Cloud Image

Document Control​

  • Created: x
  • Last Updated: x (date in reverse format.)

Before you begin​

Gather up the updates that are needed to be applied to the Citrix image including: -

  • Required Windows Security and Feature updates.
  • Application Updates and changes.
  • OS changes (That are not deploying via policy)

Once you have your updates, liaise with your team or IT contact to arrange a change window with them, as the customer will want to test the update themselves first before they're rolled out to production.

tip

Change Window A good rule of thumb that's done me well, is to complete an image update over a 2 week period. The 1st week for rolling it out the test environment & the 2nd week would be to deploy to the production environment.

Deploy changes to the test environment​

Locate the production template VM.

Snapshot the VM​

  1. Locate the VM resource; search for it or follow the image below.
  2. Click Disks.
  3. Select the OS disk.
  4. Create Snapshot.
  5. Name the Snapshot appropriately, "VMName-Before-"insert update description here"-dd-mm-yyyy-hh-hh".

Make any changes to the VM​

  1. You should now remote into the VM and make any changes that you need to.
  2. Follow steps from the above section to take another Snapshot.
  3. Name it appropriately, "VMName-prod-After-"insert update description here"-dd-mm-yyyy-hh-hh".
  4. Power off the template VM, you no longer need it running.

Update the test Citrix Image​

  1. Access Citrix Cloud, https://citrix.cloud.com/.
  2. Click Manage under "DaaS Standard for Azure".
  3. Select Manage in the top left and click Full Configuration.
  4. Select Machine Catalogs.
  5. Select the testing Catalogue, named "Your Catalogue Name".
  6. Above the list of Catalogues,select Change Master Image.
  7. Click Next on the wizard to step 2.
  8. Select an image from the options available. (It points to the resource group where the template VM resides).
  9. Add a note under this to describe the updates that have been made. Make the note descriptive to explain what has been changed.
  10. Select the minimum functional level as required.
  11. Press Next.
  12. Leave the roll out strategy as On next shutdown unless you need to change this.
  13. Complete the wizard to complete this process.

Deploy changes to the production environment​

Update the master Image​

Access Citrix Cloud, https://citrix.cloud.com/ and then follow the steps from the section above this, to update the master image of your production Machine Catalog.