Citrix Workspace
Citrix Workspace
Contents
Citrix Workspace Overview 3
What’s New 7
Deliver DaaS and Virtual Apps and Desktops with Citrix Workspace 15
Secure workspaces 36
Enable single sign‑on for workspaces with Citrix Federated Authentication Service 136
IT Self‑service 152
HR Self‑service 154
Citrix Workspace is a digital workspace solution that delivers secure and unified access to apps, desk‑
tops, and content (resources) from anywhere, on any device. These resources can be Citrix DaaS,
content apps, local and mobile apps, SaaS and Web apps, and browser apps.
Citrix Workspace aggregates and integrates Citrix Cloud services, enabling unified access to all the
resources available to your end‑users (subscribers) in one resource location. End‑users of Citrix
Workspace are called subscribers because you “subscribe” employees to the services you make
available to them through their workspaces.
For an overview of the services available through Citrix Workspace, see Cloud‑hosted services through
Citrix Workspace.
Subscribers see a complete, unified view of each resource you make available to them through these
services in the Citrix Workspace user interface (UI). For more information on the subscriber experience
of the Citrix Workspace UI, see Manage your workspace experience.
Subscribers access the services that you configure and enable in Workspace Configuration either
through the browser with the Workspace URL, or through the Citrix Workspace app, which replaces
Citrix Receiver. For more information on how users access their workspaces, visit Workspace access.
Subscribers authenticate to their workspaces using the primary identity provider that you configure
in Identity and Access Management and then enable in Workspace Configuration. The subscriber
is then automatically authenticated to each cloud‑hosted service purchased for Citrix Workspace,
which helps increase security and reduce usability challenges. For more information on configuring
Workspace authentication, visit Secure workspaces.
Citrix Workspace is set up through the Citrix Cloud console, in which there’s an Identity and Access
Management administration screen and a Citrix Workspace management interface called Workspace
Configuration. Getting started with Citrix Workspace involves the following tasks.
1. Ensure you’re set up to implement Citrix Workspace in the Citrix Cloud console, where you:
• Onboard to cloud‑based services.
• Assemble your deployment team.
• Configure your infrastructure and resources.
2. Define identity providers and accounts in Identity and Access Management for:
• Citrix Cloud administrators.
• Citrix Workspace subscribers.
3. Configure your workspaces in Workspace Configuration, including:
• Internal and external access.
• Integrating services that you configured in the Citrix Cloud console into your workspaces.
• Customizing workspace appearance and the subscriber experience once they sign in.
Beyond this basic setup, you have other security, privacy, and optimization options to choose from.
The most common are:
• Configure single sign‑on (SSO) to DaaS in Citrix Workspace with the Citrix Federated Authentica‑
tion Service (FAS). FAS is typically adopted if you’re using a federated authentication method,
such as Okta or Azure Active Directory.
For an overview of the tasks and the information needed as you progress in your deployment, see Get
started with Citrix Workspace. Each step guides you through the Citrix Cloud console with instructions
for tasks like configuring your identity provider and enabling services. The walkthrough also provides
quick access to technical information needed for assembling your deployment team, and configuring
your infrastructure and resources.
Subscribers use Citrix Workspace to access the resources provided by cloud‑hosted services. Existing
Citrix Cloud customers can transition to the full digital workspace experience by taking these services
with them into the Citrix Workspace solution.
This section describes the main cloud‑hosted services that can be enabled for Citrix Workspace, de‑
pending on your entitlements. For information on how to configure and enable access to your pur‑
chased services, visit Get started with Citrix Workspace. For a complete description of each Citrix
Workspace edition and included features, see the Citrix Workspace Feature Matrix.
Citrix DaaS
Citrix Workspace is the multitenant, cloud‑hosted access point to Citrix DaaS. To set up the Citrix DaaS,
follow the steps outlined in Citrix DaaS.
If you’re an on‑premises Virtual Apps and Desktops customer, there are different options for accessing
your resources through Citrix Workspace. The option you choose depends on whether you want to
fully migrate to the cloud or adopt a hybrid solution, and whether you plan to allow external access.
For more information on these options, visit Deliver DaaS with Citrix Workspace.
Citrix Content Collaboration for secure file access, sharing, and collaboration
Citrix Content Collaboration delivers Citrix ShareFile alongside other offerings, such as Citrix
RightSignature for paperless document signing, and the App Builder, powered by Citrix Podio.
Existing ShareFile customers can link their account to Citrix Cloud with Content Collaboration. This
allows end users to access and collaborate on content through the Files tab in the Workspace UI or
Citrix Files app.
To take advantage of Content Collaboration in Citrix Workspace, you must:
1. Have an entitlement to Content Collaboration or ShareFile.
2. Link your existing ShareFile entitlement or enable a new Content Collaboration entitlement.
3. Enable Content Collaboration in Citrix Workspace. See Deploy and enable Citrix Content Col‑
laboration in Citrix Workspace.
Once this process is complete, subscribers see the Files tab in the left‑side navigation of the Citrix
Workspace UI.
The exact steps and the order in which you follow them depend on your starting point and desired
end state.
• Create a new Content Collaboration account. Allow subscribers to access content through
Citrix Workspace with a new Content Collaboration account.
• Add an existing ShareFile account to a new Workspace deployment. Set up Citrix Workspace
as an existing ShareFile customer by adding an existing ShareFile account to a new Workspace
deployment.
• Add an existing ShareFile account to an existing Workspace deployment. If you’re an ex‑
isting ShareFile customer that already has Citrix Workspace configured, create a unified experi‑
ence by adding an existing ShareFile account to an existing Workspace deployment.
For an overview of the steps involved, visit Access and share files with Content Collaboration through
Citrix Workspace.
SaaS and Web apps, secured with the Citrix Secure Private Access service
Citrix Secure Private Access (formerly Secure Workspace Access and the Access Control Service)
provides single sign‑on (SSO) to Web and SaaS apps that are integrated into Workspace. The service
also allows you to manage access privileges and control policies that sanction appropriate levels of
access to enterprise‑hosted web apps based on the subscriber’s credentials.
For more information on the benefits of the Citrix Secure Private Access service, visit Tech Brief:
Secure Private Access.
The Citrix Gateway service (formerly the NetScaler Gateway Service) is used with Citrix Secure
Private Access for a fully cloud‑hosted environment, managed by Citrix.
The Citrix Gateway service delivers a unified experience to SaaS apps, and Virtual Apps and Desk‑
tops, by providing external connectivity to workspaces based on an advanced policy infrastructure.
Follow the steps to set up the Citrix Gateway service, then test and share the Workspace URL with your
subscribers to give them remote access. For more information on configuring SaaS apps within the
Citrix Gateway service, see Support for Software as a Service Apps.
Integrate the Citrix Remote Browser Isolation service into your workspaces to isolate web browsing
and protect the corporate network from browser‑based attacks. When subscribers navigate to the
Workspace URL, their published browsers are shown, along with other apps and desktops that are
configured in other Citrix Cloud services.
To give subscribers access to a remote isolated browser, set up Remote Browser Isolation, and then
test and share the Workspace URL with your subscribers.
Citrix Endpoint Management allows you to manage device and app policies with strict security for
identity, devices, apps, data, and networks. Integration with Citrix Workspace differs for new and ex‑
isting customers. For more information on integrating Endpoint Management with Citrix Workspace,
visit Integration with Citrix Workspace experience.
Citrix Analytics
The Citrix Analytics service gathers and provides insights on all your Citrix Workspace subscribers.
There are different Citrix Analytics offerings available to you depending on your entitlements. These
are Citrix Analytics for Security, Citrix Analytics for Performance, and Citrix Analytics (Usage).
To learn more about these services, visit Citrix Analytics.
What’s New
Citrix aims to deliver new features and updates to Citrix Workspace customers when they’re available.
New releases provide more value, so there’s no reason to delay updates.
This process is transparent to you. Initial updates are applied to Citrix internal sites only and are then
applied to customer environments gradually. Delivering updates incrementally maximizes product
quality and availability.
For details about the Service Level Agreement for cloud scale and service availability, see the Citrix
Cloud Service Level Agreement. To monitor service interruptions and scheduled maintenance, see
the Service Health Dashboard.
December 2022
Support for Traditional Chinese language. Citrix Workspace is now available in the Traditional Chi‑
nese language.
October 2022
Support for Korean language. Citrix Workspace is now available in the Korean language.
Support to customize Citrix Workspace app settings. Administrators can now configure the set‑
tings for Citrix Workspace app for iOS, Android, HTML5, Mac, and Windows platforms using the Global
App Configuration service.
August 2022
Improvements to Workspace launch experience. When a user launches their workspace over web
or browser, a notification is triggered showing the launch status. If the user attempts to close the
browser when a launch is in progress, the user is prompted for confirmation and informed that a ses‑
sion launch is in progress. For more information, see Get started with Citrix Workspace.
June 2022
Support for service continuity with Safari. Citrix Workspace Web extensions make service continu‑
ity available to users who access their apps and desktops through a browser. For more information,
see Service continuity in browser.
May 2022
New configuration option for federated identity provider: Enable or disable your federated iden‑
tity provider to allow your subscribers to be prompted to authenticate when logging in to Workspace.
For more information, see Customize workspace interactions.
Reauthentication period for Workspace app general availability: Reauthentication periods allow
subscribers to stay signed in to Workspace without being prompted to sign in every time they ac‑
cess their workspace. When signing in through Workspace app, subscribers consent to stay signed in.
Subscribers remain signed in during the reauthentication period as long as they’re using their apps
and desktops. For more information about this feature, see Set a reauthentication period for Citrix
Workspace app.
Support for service continuity on iOS: Service continuity is now supported for Citrix Workspace app
for iOS in general availability. For more information, see Service continuity.
New error codes for service continuity: New error codes are now available to aid in troubleshooting
failed service continuity connections. For more information, see Service continuity.
March 2022
Support for service continuity on Android and iOS: Service continuity is now supported for Citrix
Workspace app for Android in general availability and Citrix Workspace app for iOS in technical pre‑
view. For more information, see Service continuity.
February 2022
Support for service continuity with Citrix Workspace app for Android (general availability) and
Citrix Workspace app for iOS (technical preview): Service continuity allows users to connect to
their virtual apps and desktops even during outages. It is now supported for Citrix Workspace app
for Android in general availability and Citrix Workspace app for iOS in technical preview. For more
information, see Service continuity.
Custom banners and custom sign‑in policy: Two new features are now available for all customers.
These features allow Workspace administrators to display their own post‑login persistent banner and
pre‑login custom message or license agreement in Citrix Workspace app. For more information, see
Customize security and privacy policies.
December 2021
Remove the default, split sign‑in screen for employee and client users of Citrix Content Collab‑
oration: Citrix Workspace now allows you to enable a single sign‑in flow for both client and employee
users. For more information, see Create a unified user sign‑in flow.
Support for service continuity in browser with Citrix Workspace app for Mac: Citrix Workspace
Web extensions make service continuity available to users who access their apps and desktops
through a browser. This feature now is supported on devices running Citrix Workspace app for Mac.
For more information, see Service continuity.
November 2021
Policy‑driven theming: You can create and prioritize Workspace themes, and add each theme to
different user groups in Workspace Configuration. For more information, see Customize the appear‑
ance of workspaces.
October 2021
Electronic signature language support: Electronic signature now offers support for Italian and
Brazilian Portuguese in addition to the following languages: German, French, Spanish, Japanese,
Dutch, and Simplified Chinese. For more information, see RightSignature multi‑language support.
FAS support for multiple resource locations general availability: Citrix Workspace now supports
providing single sign‑on to virtual apps and desktops across multiple resource locations. Also, FAS
servers in one resource location can be designated as primary or secondary to provide failover for FAS
servers in other resource locations. For more information, see Enable single sign‑on for workspaces
with Citrix Federated Authentication Service.
September 2021
Citrix Workspace app for HTML5 introduced to Citrix Workspace: Citrix Workspace app for HTML5
delivers the Citrix Workspace experience in browsers without any installation on the device. For more
information about Citrix Workspace app for HTML5, including new features, visit the Citrix Workspace
app for HTML5 product documentation.
Support for service continuity in browser general availability: Citrix Workspace Web extensions
make service continuity available to users who access their apps and desktops through a browser.
This feature is for Google Chrome and Microsoft Edge on Windows devices. For more information, see
Service continuity in browser.
New notification search feature: Workspace users are now able to search their activity feed and
filter the results to find notifications from Microapps and integrations quickly. Users can also act on
notifications directly from the search results. For more information about this feature, see Notifica‑
tions in Workspace.
July 2021
Custom subscriber license agreement policy: You can present subscribers with a custom usage
agreement policy to read and accept before they sign into their Workspace. For more information
about this feature, see Configure a sign‑in policy.
Reauthentication period for Workspace app preview: Reauthentication periods allow subscribers
to stay signed in to Workspace without being prompted to sign in every time they access their
workspace. When signing in through Workspace app, subscribers consent to stay signed in. Sub‑
scribers remain signed in during the reauthentication period as long as they’re using their apps and
desktops. For more information about this preview feature, see Set a reauthentication period for
Citrix Workspace app.
Network location configuration through Citrix Cloud: You can now configure network locations
through the Citrix Cloud management console in addition to using the Citrix‑provided PowerShell
script. For more information about this feature, see Optimize connectivity to workspaces with Direct
Workload Connection.
June 2021
FAS support for multiple resource locations preview: Citrix Workspace now supports providing
single sign‑on to virtual apps and desktops across multiple resource locations. FAS servers in one
resource location can be designated as primary or secondary to provide failover for FAS servers in
other resource locations. For more information about this preview feature, see Enable single sign‑on
for workspaces with Citrix Federated Authentication Service.
Support for service continuity in browser technical preview: Citrix Workspace Web extensions
make service continuity available to users who access their apps and desktops through a browser.
This technical preview is for Google Chrome and Microsoft Edge on Windows devices. For more infor‑
mation, see Service continuity in browser.
Service continuity general availability: Service continuity allows users to connect to their virtual
apps and desktops even during outages in Citrix Cloud components or in public and private clouds.
For more information, see Service continuity.
Citrix RightSignature app available: Take advantage of Citrix app, an electronic signature solution
that comes with Workspace Premium and Premium Plus to request e‑signatures on documents on
any device through Citrix Workspace. For more information, see Configure Citrix RightSignature app.
May 2021
Custom themes technical preview: Customizing the appearance of Workspace for subscribers now
supports custom themes that you can assign to different user groups. Create, customize, and prior‑
itize themes so subscribers in those user groups see their appropriate workspace theme when they
sign in. For more information, see Customize the appearance of workspaces.
Electronic signature language support: Electronic signature capability now offers support for the
following languages: German, French, Spanish, Japanese, Dutch, and Simplified Chinese. For more
information, see RightSignature multi‑language support.
February 2021
Account password changes: Subscribers can change their domain password from within Citrix
Workspace. Administrators can also provide password guidance to subscribers for creating valid
complex passwords in accordance with their organization’s password policy. For more information,
see Allow subscribers to change their account password.
December 2020
Service continuity technical preview: Service continuity allows users to connect to their Citrix DaaS
even during outages in Citrix Cloud components or in public and private clouds. For more information,
see Service continuity.
October 2020
FedRAMP Ready: Citrix Workspace is FedRAMP Ready when deployed in Citrix Cloud Government.
FedRAMP is a program that promotes security standards for cloud services used by US government
organizations. US government organizations that require FedRAMP Ready cloud services can now
use Citrix Workspace and Citrix DaaS services to deliver DaaS. For more information, see Citrix Cloud
Government.
June 2020
Controlled feature rollout for Actions and the Activity Feed: With the Customize > Features tab
in Workspace Configuration, you can ensure that your subscribers have the best experience with the
newest Workspace features by rolling them out in a controlled manner. If you use AD, AAD, or Okta for
workspace authentication, you can roll out Actions and the Activity Feed to select users and groups
or to all subscribers with access to microapps. For more information, see Actions and the Activity
Feed.
May 2020
Get Started with Citrix Workspace guide: Citrix Workspace now includes a step‑by‑step walk‑
through to help you deliver workspaces quickly to your end‑users. The walkthrough guides you
through the Citrix Cloud console so you can configure an identity provider, add administrators, and
enable workspace authentication and services. For an overview of the tasks and quick access to the
instructions you need, see Get Started with Citrix Workspace.
December 2019
Microapps for Workspace: Microapps are now available to help you deliver relevant, actionable no‑
tifications from your applications directly into users’ workspaces. With microapps, users can interact
with key business systems without ever leaving their workspace, saving time and helping them focus
on their day‑to‑day work. For more information, see Microapps.
Network Location Service: You can now ensure that users who launch apps and desktops in
Workspace from within the corporate network are routed directly to their VDAs. This bypasses the
gateway and results in faster DaaS sessions. For more information about this service and setup
instructions, see Optimize connectivity to workspaces with the Network Location Service.
Improvements for Recent and Favorite apps: Recents and Favorites are loaded first in Workspace,
so users can launch their commonly used apps and desktops right away.
April 4, 2022
This article outlines the main steps involved in setting up Citrix Workspace and related components,
from beginning to end. For a summary of the phases involved, see Workflow overview.
There are other ways to transition to the full Citrix Workspace experience. The most common are by:
• Extending workspaces with the Files tab when you enable Citrix Content Collaboration.
– If you want to create a new Content Collaboration account for your Workspace deploy‑
ment, visit Create a new Content Collaboration account.
– If you want to link an existing ShareFile account to a Workspace deployment, visit Link
your Citrix ShareFile account.
• Delivering Citrix Virtual Apps and Desktops through workspaces.
– If you want to access resources in your on‑premises Virtual Apps and Desktops deployment
through Workspace, see Site aggregation for hybrid solutions.
– If you want to migrate to the cloud, see Full migration to the cloud.
Workflow overview
If setting up Citrix Workspace as a new customer, there are 5 broad phases of work:
Before configuring Citrix Workspace, you must sign up to Citrix Cloud and ensure that you meet the
technical requirements for getting started with Citrix Workspace.
If you’re already a Citrix Cloud customer, with administrators added through Identity and Access
Management, you can skip to Phase 2: Configure subscriber access and authentication.
Configuring Citrix Identity involves a time‑based one‑time password (TOTP). In addition to Citrix Iden‑
tity, you can configure Azure AD authentication. For more information on adding administrators and
configuring authentication for administrators, visit Administrators in the Citrix Cloud product docu‑
mentation.
Phase 2 involves configuring access controls, such as the Workspace URL and external connectivity,
in Workspace Configuration.
You also configure one or more identity providers in Identity and Access Management, and then en‑
able one of them as the primary way in which subscribers authenticate to workspaces in Workspace
Configuration.
Note:
There are two ways to access Citrix Workspace. One is through the natively installed Cit‑
rix Workspace app, which replaces Citrix Receiver for simple, secure access to Citrix Cloud
services and workspaces. The other way to access Citrix Workspace is through a browser
with the Workspace URL. The Workspace URL is enabled by default, usually in the format:
https://yourcompanyname.cloud.com.
You configure access controls in Workspace Configuration > Access. This typically involves the fol‑
lowing tasks:
After these two tasks, Citrix recommends that you install, and encourage subscribers to use, the Citrix
Workspace app for a consistent experience of the workspaces.
If you’re using a federated identity provider, you can also enable single sign‑on (SSO) to DaaS with the
Citrix Federated Authentication Service (FAS).
1. Configure your purchased services in Citrix Cloud. For a list of services, visit Citrix Cloud Ser‑
vices.
2. Enable access to your configured services in Workspace Configuration > Service Integrations.
For more information on service integration, visit Enable and disable services.
You can customize the subscriber experience of workspaces for different users and to meet specific
organizational requirements in Workspace Configuration by:
• Configuring targeted notifications and tasks in the Activity Feed and Actions card of
workspaces. For information on enabling and rolling out personalized notifications in
workspaces, visit Customize workspace notifications.
• Customizing the appearance of workspaces, including logos and custom themes. For instruc‑
tions on customizing Workspace appearance, visit Customize the appearance of workspaces.
• Choosing interaction options, such as allowing subscribers to create Favorites and automati‑
cally launching desktops. For instructions on customizing how subscribers interact with their
workspaces, visit Customize workspace interactions.
• Customizing privacy and security, including setting a timeout period, creating a sign‑in policy,
and allowing subscribers to change their passwords from within their workspaces. For instruc‑
tions on how to customize Workspace privacy and security policies, visit Customize security and
privacy policies.
Citrix recommends that you verify the integrity of workspaces with operational acceptance testing
and engage with our Success Center to plan how you onboard subscribers. The broad activities for
this phase include:
1. Testing workspaces.
• Verify that you can sign in through the browser and into the Citrix Workspace app.
• Launch and use all available apps and desktops.
• Check that you can access available folders and files.
• Check that notifications are displaying the expected actions and activities.
• If enabled, verify that you can access endpoint resources on mobile devices.
2. Onboarding subscribers.
• Communicate Citrix Workspace capabilities with subscribers.
• Share the browser Workspace URL.
• Guide users to install the Citrix Workspace app.
For more information on testing workspaces and onboarding subscribers to workspaces, visit Citrix
Workspace end‑user adoption resources.
Deliver DaaS and Virtual Apps and Desktops with Citrix Workspace
April 4, 2022
Citrix Workspace is the multitenant cloud service that replaces StoreFront, which is the single‑tenant,
on‑premises app store that aggregates Citrix DaaS apps and desktops. The Citrix Workspace platform
is the cloud component that provides the tools, services, and capabilities needed for remote working,
extensibility, and customization through Citrix Workspace.
You have different options for aggregating your DaaS with Citrix Workspace. The option you choose
depends on:
• Whether you want to fully migrate to the cloud or to adopt a hybrid solution.
• Whether you plan to allow external access to DaaS.
You can migrate your on‑premises configuration to the cloud, allowing subscribers to access DaaS
through Workspace, by moving your IT‑managed infrastructure into a Citrix‑managed environment.
Full migration to the cloud means that there are fewer components for you to manage.
Citrix recommends that you use the Automated Configuration tool to simplify the migration process
from one or more on‑premises sites to a cloud service. The main steps involved in this process include
the following:
1. Ensure that you meet the prerequisites for migrating your configuration.
2. Export your on‑premises configuration. For information on this process, visit Exporting your
Citrix Virtual Apps and Desktops on‑premises configuration.
3. Import your configuration to the cloud. For information on this process, visit Importing your
configuration to Citrix DaaS
For more information on Automated Configuration, visit Migrate to the cloud and the Tech Zone de‑
ployment guide.
You can transition to Citrix Workspace with your existing on‑premises Virtual Apps and Desktops de‑
ployment. This process is called site aggregation and involves substituting your IT‑managed infras‑
tructure with a Citrix‑managed infrastructure.
You might choose site aggregation to slowly transition to Workspace, or if you want a hybrid solution
that hosts some, but not all, components in the cloud. A hybrid model allows you to manage cloud
capacity alongside on‑premises resources and offers a unified end‑user experience without fully mi‑
grating to the cloud.
Before you transition from StoreFront to Workspace with site aggregation, you must have an Active
Directory (AD) configuration and Cloud Connectors installed in your resource locations.
1. Discover site. A site comprises the components that make up a production deployment. You
might have different sites for different locations and branch offices.
2. Verify Active Directory (AD) connection. Subscribers must authenticate to Citrix Workspace
with AD. Ensure that subscribers can authenticate by detecting the AD domains in which your
Cloud Connectors are installed.
3. Choose deployment type. There are three connectivity options for this step:
• IT‑managed gateways
• Citrix‑managed gateways
• No gateway
For more information, see Connectivity options.
Connectivity options
The following three options provide access to DaaS through Citrix Workspace, designed for different
business requirements.
Traditional (IT‑managed) gateways Choose this option if you’d like to use your own
gateway for external connectivity to your DaaS.
This allows you to take advantage of your
current investment in on‑premises gateways.
Citrix‑managed gateways Choose this option if you’d like to use the
Citrix Gateway service for external
connectivity to your virtual apps and desktops.
HDX connections between clients and VDAs are
proxied through the Citrix Gateway service.
No gateway (internal only) Choose this option if you want subscribers to
launch to DaaS only using clients inside your
corporate network. Subscribers won’t have
external access to DaaS if you choose this
option.
For more information on the site aggregation process and the steps involved, visit Aggregate
on‑premises virtual apps and desktops in workspaces.
For information on improving the efficiency and availability of your DaaS through Citrix Workspace,
visit Optimize DaaS in Citrix Workspace. Citrix provides instructions on how to:
You can’t use service continuity and fall back to StoreFront together. Choose the resiliency
option that is best suited to your organization’s needs.
Citrix Content Collaboration provides business‑class file sharing, streamlined workflows, and real‑
time collaboration in one location. The service unifies content from cloud and on‑premises storage
through the Citrix Workspace UI, with support for customer‑managed and third‑party cloud reposito‑
ries.
Existing Citrix ShareFile customers can link their account to Citrix Cloud through Content Collabora‑
tion. The end user can then access and collaborate on content using the Files tab in the Workspace
UI or through the Citrix Files app.
To access and share files with Content Collaboration, you must first have a Citrix Cloud account and
purchase the relevant licenses.
To make the Files tab available in Citrix Workspace, you must integrate and enable a Citrix Content Col‑
laboration account in Workspace Configuration. The steps involved depend on your starting point
and desired end state.
• Existing ShareFile customers. If you’re an existing ShareFile customer, you can provide access
to the same content through the Files tab in Citrix Workspace. For an overview of what this
involves, see Link your Citrix ShareFile account.
• New Content Collaboration customers. If you’re not an existing ShareFile customer, you must
instead create a new Content Collaboration account that you can then access through the Files
tab in Citrix Workspace. For an overview of what this involves, see Create a new Content Collab‑
oration account.
For more information on linking to Citrix Cloud, visit Create or link a Content Collaboration (ShareFile)
account to Citrix Cloud.
Choose this route if you want to create a new Content Collaboration account for a unified experience
of apps, desktops, and content. Broadly, the steps involved include the following:
1. Configure authentication for Citrix Workspace, which is the two‑step process described in Con‑
figure subscriber access and authentication.
2. Create a new Content Collaboration account and assign your Content Collaboration entitle‑
ments to that account, as described in Create a new Content Collaboration account and assign
entitlements.
To allow users access to ShareFile content through Citrix Workspace, you must first link your ShareFile
account with Citrix Cloud. You can preview this experience by manually moving to “testing mode” for
initial integration. Subscribers can now choose whether they access their content through the Files
tab in Citrix Workspace or with their existing ShareFile account.
Full migration to the cloud involves manually moving from testing mode to full integration. Sub‑
scribers then access content only through Citrix Workspace, alongside other services that you enable
for their workspaces.
Alternatively, if you have any existing ShareFile accounts that you want to assign to a new Content
Collaboration account, follow the steps outlined in Create a new Content Collaboration account.
Choose this route if you’re setting up Citrix Workspace for the first time as an existing ShareFile cus‑
tomer.
1. Configure identity providers for subscriber authentication to Citrix Workspace. For information
on configuring authentication to Citrix Workspace, visit Secure workspaces.
2. Link your ShareFile account to Citrix Cloud. Select Link Account under the Add Service drop‑
down menu in the Content Collaboration tile in Citrix Cloud, then choose the account you want
to link to Citrix Workspace.
3. Enable the Workspace URL in Workspace Configuration > Access. For information on enabling
and editing the Workspace URL, see Workspace URL.
4. Move into testing (preview) mode for initial integration. Enable Content Collaboration in
Workspace Configuration > Service Integrations.
5. Move to full integration. Navigate to Workspace Configuration > Service Integrations > Edit
> Account Access > Migrate account to cloud.com.
Choose this route if you’d like subscribers to access ShareFile content through an existing Workspace
deployment, for which access and authentication is already be configured. If you haven’t configured
an identity provider and authentication method for accessing workspaces, follow the steps outlined
in Add an existing ShareFile account to a new Workspace deployment.
1. Select Link Account under the Add Service drop‑down menu in the Content Collaboration tile
in Citrix Cloud, then choose the account you want to link to Citrix Workspace.
2. Move into testing (preview) mode for initial integration. Enable Content Collaboration in
Workspace Configuration > Service Integrations.
3. Move to full integration. Navigate to Workspace Configuration > Service Integrations > Edit
> Account Access > Migrate account to cloud.com.
This article outlines the requirements and administrative activities to help you prepare for implement‑
ing Citrix Workspace. The steps involved in preparing for Citrix Workspace include:
1. Ensure that you meet the System and connectivity requirements for Citrix Cloud.
2. Plan your deployment and rollout of Citrix Workspace.
3. Sign in or sign up to Citrix Cloud.
4. Add administrators to Citrix Cloud and Citrix Workspace.
5. Check your entitlements to cloud‑hosted services.
6. Set up the infrastructure needed for Citrix Workspace.
The Success Center is an essential partner to this documentation. Success Center articles offer both
a broad solution‑based perspective and service‑specific details.
The Citrix Cloud product documentation offers more detailed guidance for IT managers and develop‑
ers into the pre‑requisites and activities involved in preparing for Citrix Workspace in Citrix Cloud.
Citrix Cloud is the console through which you view and manage your service entitlements and access
Workspace Configuration.
If you’re already set up for Citrix Cloud, you can skip to the steps outlined in Plan your deployment
and rollout.
You need at least two physical or virtual machines because you can’t install other components on a
machine that hosts a Citrix Cloud Connector.
For information on Cloud Connector requirements, see Citrix Cloud Connector Technical Details. For
information on installing Cloud Connectors, see Cloud Connector Installation.
• https://*.cloud.com
• https://*.citrixdata.com
For a complete list of required contactable addresses for Citrix Cloud services, see Service connectivity
requirements.
Citrix recommends that you prepare a Citrix Workspace support and management plan. Use the Suc‑
cess Center Plan to establish goals, define use cases, identify risks, and create an implementation
strategy, which includes the following:
• Establish business outcomes, services you want to add, and user group requirements.
• Identify technical requirements to Set up the infrastructure for Citrix Workspace.
• Build your Workspace team. Assign tasks to delivery teams and Add administrators to your Citrix
Cloud account with access to Workspace Configuration.
• Plan engagement with process owners and subscribers.
– Prepare a change strategy and communication plan.
– Develop training and reinforcement approaches.
– Conduct impact and stakeholder analyses.
For more information on planning your Workspace deployment and rollout, see the Success Center’s
Success Readiness Checklist.
If you’re signing up as a new customer, follow the instructions found in Signing up for Citrix Cloud.
If an administrator account was already created for your organization, the primary administrator
needs to add you to the company account. See Add administrators for more information.
If you already have an account, sign in to Citrix Cloud using your citrix.com, My Citrix, or Citrix Cloud
credentials.
For more information on signing in or signing up to Citrix Cloud, see the Citrix Cloud Services Kickoff
Guide.
Add administrators
The first administrator account is created through the initial Citrix Cloud onboarding process. The ini‑
tial administrator can then invite other administrators to join Citrix Cloud. These new administrators
can use their existing Citrix account credentials or set up a new account.
Invite administrators
Administrators are added to your Citrix Cloud account through Identity and Access Management in
the menu on the left side of the Citrix Cloud console. Enter the email address of the administrator you
want to add to send them an invitation with sign‑in instructions.
When you add administrators to your Citrix Cloud account, you define the administrator permissions
that are appropriate for their role in your organization. Administrators with Full Access have access
to Workspace Configuration by default. Administrators with Custom Access have access only to the
functions and services you select. You can change the access permissions of the administrators you
invite.
Citrix Cloud uses Citrix identity provider by default to manage your Citrix Cloud account. Citrix identity
provider authenticates Citrix Cloud administrators only. Subscribers must authenticate with one of
the identity providers listed in Secure workspaces.
Each administrator in your Citrix Cloud account must also set up multifactor authentication (MFA).
Registration involves downloading and installing an authentication app that follows the Time‑Based
One‑Time Password (TOTP) standard, such as Citrix SSO. For smooth registration, Citrix recommends
downloading and installing Citrix SSO before completing the following steps.
Instructions for setting up MFA can also be found in the Knowledge Center, and in Enroll in multifactor
authentication in the Citrix Cloud product documentation.
You can also optionally set up Azure Active Directory (AD) for administrators. For more information
on the identity providers available for Citrix Cloud administrators and Workspace subscribers, visit
Identity providers.
1. From the Citrix Cloud menu, select Identity and Access Management and then select Admin‑
istrators.
2. Locate the administrator you want to manage, select the ellipsis button, and then select Edit
Access.
4. To enable only Workspace Configuration access, select Workspace Configuration under Gen‑
eral Management.
After enabling access, administrators can sign in to Citrix Cloud and select Workspace Configuration
from the Citrix Cloud menu.
Note:
In Citrix Virtual Apps Essentials, Workspace Configuration is available from the Citrix Cloud
menu after you create the first catalog.
Once you’re signed in to Citrix Cloud, you can manage your entitlements – the Citrix products and
services that you purchased. Citrix products and services are displayed in a card layout in the Citrix
Cloud dashboard. Products and services that you’ve purchased and subscribed to include a Manage
button.
If you’d like to try a new service, you can select Request Trial or Request Demo in the corresponding
box in the Citrix Cloud dashboard. For more information on service trials, visit Citrix Cloud Service
Trials.
If you’d like to buy a new service, you can convert a trial into a production service without reconfigu‑
ration or creating a new account. To buy a service, take note of your organization ID in the top right
corner of the Citrix Cloud console and visit https://www.citrix.com/product/citrix‑cloud.
Setting up the infrastructure needed for Citrix Workspace involves connecting your resources to Citrix
Cloud by:
Resource locations contain the resources required to deliver cloud services to your subscribers. You
manage these resources from the Citrix Cloud console. Resource locations contain different resources
depending on which services you’re using.
To create a resource location, you need to install at least two Cloud Connectors in your domain.
Citrix Cloud Connector is a component that provides a channel for communication between Citrix
Cloud and your resource locations. The channel establishes connections to the cloud using the stan‑
dard HTTPS port (443) and the TCP protocol. No incoming connections are accepted.
Workspace doesn’t support connections from legacy clients that use a PNAgent URL to connect to
resources. If your environment includes these legacy clients, you must instead deploy StoreFront
on‑premises and enable legacy support. To secure these client connections, use Citrix Gateway
on‑premises instead of the Citrix Gateway service.
Now that you’re prepared for Citrix Workspace, the next steps are as follows:
• Configure access to workspaces, including the Workspace URL and external connectivity.
• Configure workspace authentication, with instructions in Secure workspaces.
• Integrate services into workspaces.
• Customize the experience of workspaces:
– Customize workspace notifications.
– Customize the appearance of workspaces.
– Customize workspace interactions.
– Customize security and privacy policies.
Citrix recommends using the latest version of Citrix Workspace app to access workspaces. Citrix
Workspace app replaces Citrix Receiver. You can also access workspaces using the latest version of
Microsoft Edge, Google Chrome, Mozilla Firefox, or Apple Safari with the Workspace URL.
Overview
Subscribers can access Citrix Workspace through a browser with the Workspace URL or through the
Citrix Workspace app installed on their devices.
The Workspace URL is customizable and is enabled by default. For instructions on editing the
Workspace URL, see Workspace URL in this article.
Citrix Workspace app replaces Citrix Receiver as the natively installed app that provides access to the
Workspace user interface (UI). For information about the Citrix Workspace app and transitioning from
Citrix Receiver, see Citrix Workspace app (formerly Citrix Receiver) in this article.
Remote subscribers can gain external access to their workspaces if you configure external connectiv‑
ity with Citrix Gateway or the Citrix Gateway service. For information on enabling remote access to
workspaces, see External connectivity in this article.
Alternatively, for internal connectivity only, you can use Citrix Workspace on its own or host StoreFront
on‑premises. For internal connectivity, the endpoint must connect directly to the IP address of the
Virtual Delivery Agent (VDA).
Citrix Workspace supports a growing list of identity providers that you connect to Citrix Cloud and then
enable in Workspace Configuration to authenticate subscribers to their workspaces. For information
on configuring authentication for Workspace subscribers, see Authentication to workspaces in this
article.
• Tokens as a second factor of authentication for signing in to workspaces with Active Directory.
For more information on setting up multifactor authentication (MFA) to workspaces, see Two‑
factor authentication.
• Citrix Federated Authentication Service (FAS) to provide single sign‑on (SSO) to DaaS in Citrix
Workspace. For more information on setting up SSO with FAS, see Enable single sign‑on for
Workspaces with Citrix Federated Authentication Service.
Workspace URL
The Workspace URL is ready to use and can be found in Citrix Cloud > Workspace Configuration >
Access, where you can enable, edit, and disable your Workspace URL.
The first part of the Workspace URL is customizable. For example, you can change the URL from https
://example.cloud.com to https://newexample.cloud.com.
You can change the Workspace URL only when it’s enabled. If the URL is disabled, you must re‑enable
it first.
To enable the Workspace URL, navigate to Workspace Configuration > Access and select the toggle
to enable it. Re‑enabling the Workspace URL can take up to 10 minutes to take effect.
The first part of the Workspace URL represents the organization using the Citrix Cloud account, and
must comply with the Citrix End User Services Agreement. Misuse of third party intellectual property
rights, including trademarks, might result in revocation and reassignment of the URL or suspension
of the Citrix Cloud account.
To customize your URL, go to Workspace Configuration > Access and select Edit. The customizable
part of the URL:
• Must be between 6 and 63 characters long. If you want to change the customizable part of the
URL to fewer than 6 characters, open a ticket in Citrix Cloud.
• Must consist of only letters and numbers.
• Can’t include Unicode characters.
When you rename a URL, the old URL is immediately removed and is no longer available. Tell sub‑
scribers what the new URL is and manually update all local Citrix Workspace apps to use the new
URL.
You can disable the Workspace URL to prevent users from authenticating through Citrix Workspace.
For example, you might want subscribers to use an on‑premises StoreFront URL to access resources,
or you might want to prevent access during maintenance.
Citrix Receiver has reached End of Life (EoL) and is no longer supported. If you continue to use
Citrix Receiver, technical support is limited to the options described in Lifecycle Milestones and
Definitions. For information about EoL milestones for Citrix Receiver by platform, refer to Lifecy‑
cle milestones for Citrix Workspace app and Citrix Receiver.
Citrix Workspace app is a natively installed app that replaces Citrix Receiver for accessing workspaces.
The following table shows the authentication methods supported by Citrix Workspace app. The
table includes authentication methods relevant to specific versions of Citrix Receiver, which Citrix
Workspace app replaces.
For more information about supported features in Citrix Workspace app by platform, refer to the Citrix
Workspace app feature matrix.
For an overview of TLS and SHA2 support with Citrix Receivers, see the CTX23226 Support article.
Citrix Workspace app replaces, and extends the capabilities of, Citrix Receiver.
Citrix Workspace app delivers access for subscribers to SaaS, Web, and virtual apps with a single sign‑
on (SSO) experience. For information on single sign‑on for workspace subscribers, see Enable single
sign‑on for workspaces with Citrix Federated Authentication Service.
This access control feature isn’t supported in Citrix Receiver. Thus, with the same services and access
control enabled, Citrix Receiver users still see the purple UI, but without Web and SaaS apps. Addi‑
tionally, Files isn’t supported in Citrix Receiver and subscribers can’t access them this way.
Azure Active Directory (AAD) also isn’t compatible with Citrix Receiver. If subscribers attempt to ac‑
cess Workspace with Citrix Receiver when AAD is enabled as the authentication method, they see a
message that the device isn’t supported. Once they upgrade to Citrix Workspace app, they can access
their workspaces.
Customers that upgrade to Citrix Workspace app (or use a Web browser) see the new UI. For more
information on what the subscriber experience of this UI is, visit Manage your workspace experience.
Aside from a new UI, the Citrix Workspace app allows subscribers to use all the new functionality that
you’ve enabled. Subscribers can access Files, see DaaS, and access Web and SaaS apps through the
Citrix Gateway service.
If you have a StoreFront (on‑premises) deployment, upgrading from Citrix Receiver to Citrix
Workspace app only changes the icon to open Citrix Workspace app.
Note:
Citrix Cloud Government users continue to see their purple UI when using the Citrix Workspace
app or when accessing Workspace from a Web browser.
External connectivity
Provide secure access for remote subscribers by adding Citrix Gateways or the Citrix Gateway service
to resource locations.
You can add Citrix Gateways from Workspace Configuration > Access > External Connectivity or
from Citrix Cloud > Resource Locations.
Note:
The External Connectivity part of the Workspace Configuration > Access page isn’t available in
Citrix Virtual Apps Essentials. The Citrix Virtual Apps Essentials service uses the Citrix Gateway
service, which requires no additional configuration.
Authentication to workspaces
1. Define one or more identity providers in Identity and Access Management. For instructions,
visit Identity and access management.
2. Choose one of your configured identity providers as the authentication method used by
subscribers to sign into their workspaces in Workspace Configuration. For instructions, visit
Choose or change authentication methods.
Configuring more identity providers in Identity and Access Management gives you more options to
choose from in Workspace Configuration for how subscribers sign into their workspaces.
Subscribers can authenticate to their workspaces using one of the following methods:
• Active Directory
• Active Directory plus token
• Azure Active Directory
• Citrix Gateway
• Okta
• SAML 2.0
For more information on supported methods for subscriber authentication to workspaces, visit Se‑
cure workspaces.
Active Directory (AD) requires that you have at least two Citrix Cloud Connectors installed in the on‑
premises AD domain. For information about Citrix Cloud Connector, visit Citrix Cloud Connector.
AD plus Token is the default identity provider used to authenticate subscribers to workspaces. Sub‑
scribers generate tokens as a second factor of authentication using any app that follows the Time‑
Based One‑Time Password (TOTP) standard, such as Citrix SSO. For information on setting up token‑
based two‑factor authentication, see Two‑factor authentication.
You choose an identity provider as your primary authentication method for Citrix Workspace in
Workspace Configuration. The identity provider you choose must first be configured in Identity
and Access Management. Changing the identity provider in Workspace Configuration doesn’t
affect the identity providers you’ve configured in Identity and Access Management.
Configuring identity providers in Identity and Access Management doesn’t change the primary au‑
thentication method for signing into Citrix Workspace. To change the primary authentication method
for signing into Citrix Workspace you must:
You can configure and change your primary authentication method for Citrix Workspace without
breaking your production environment. If you’d like to test the new identity provider, you can either
create a test Citrix Cloud organization or plan to change the authentication method in Workspace
Configuration when subscribers aren’t using their workspaces.
Citrix Workspace offers a seamless experience by providing single sign‑on (SSO) to secondary
resources once the subscriber has signed in to their workspace. Together with the Citrix Gateway
service, Citrix Secure Private Access provides SSO to SaaS and Web apps as an integrated part of
Citrix Workspace.
Beyond SSO capabilities, Citrix Secure Private Access allows you to set enhanced security policies,
configure contextual access, and collect analytics. For more information about Citrix Secure Private
Access, visit Citrix Secure Private Access.
Alongside SaaS and Web apps, Active Directory (AD) and AD plus Token already provide SSO to DaaS
apps and desktops after subscribers sign in to their workspaces.
If you select a different identity provider for the subscriber’s initial authentication to Citrix Workspace,
you might also install and configure the Citrix Federated Authentication Service (FAS). With FAS, sub‑
scribers enter their credentials only once to access their DaaS, just as they do with SaaS and Web
apps.
FAS is typically adopted if you’re using one of the following identity providers for Workspace authen‑
tication:
• Azure AD
• Okta
• SAML 2.0
• Citrix Gateway
Note:
Depending on how you configure Citrix Gateway, you might not need FAS for SSO to DaaS.
For more information on configuring Citrix Gateway, visit Create an OAuth IdP policy on the
on‑premises Citrix Gateway.
For more information about FAS, see Enable single sign‑on for workspaces with Citrix Federated Au‑
thentication Service.
More information
• Enable single sign‑on for workspaces with Citrix Federated Authentication Service
• Reference Architecture: Federated Authentication Service
• Tech Insight: Federated Authentication Service
Secure workspaces
As an administrator, you can choose to have your subscribers authenticate to their workspaces using
one of the following authentication methods:
• Google
• Okta
• SAML 2.0
These authentication options are available to any Citrix Cloud service. For more information, see Tech
Brief: Workspace Identity.
Citrix Workspace also supports using Citrix Federated Authentication Service (FAS) to provide single
sign‑on (SSO) to Citrix DaaS. SSO with FAS removes the need for subscribers to authenticate to DaaS
after already signing in to their workspaces using a federated authentication method. For more infor‑
mation, see Enable single sign‑on for workspaces with Citrix Federated Authentication Service.
After configuring your identity providers, you choose or change how subscribers authenticate to their
workspace in Workspace Configuration > Authentication > Workspace Authentication.
Important:
Switching authentication modes can take up to five minutes and causes an outage to your sub‑
scribers during that time. Citrix recommends limiting changes to periods of low usage. If you do
have subscribers logged on to Citrix Workspace using a browser or Citrix Workspace app, advise
them to close the browser or exit the app. After waiting approximately five minutes, they can
sign in again using the new authentication method.
By default, Citrix Cloud uses Active Directory (AD) to manage subscriber authentication to workspaces.
To use AD, you must have at least two Citrix Cloud Connectors installed in the on‑premises AD domain.
For more information on installing the Cloud Connector, see Cloud Connector Installation.
For greater security, Citrix Workspace supports a time‑based token as a second factor of authentica‑
tion to AD sign‑in.
For each login, Workspace prompts subscribers to enter a token from an authentication app on their
enrolled device. Before signing in, subscribers must enroll their device with an authentication app
that follows the Time‑Based One‑Time Password (TOTP) standard, such as Citrix SSO. Currently, sub‑
scribers can enroll only one device at a time.
For more information, see Tech Insight: Authentication ‑ TOTP and Tech Insight: Authentication ‑
Push.
• A connection between Active Directory and Citrix Cloud, with at least two Cloud Connectors
installed in your on‑premises environment. For requirements and instructions, see Connect
Active Directory to Citrix Cloud.
• Active Directory + Token authentication enabled in the Identity and Access Management
page. For information, see To enable Active Directory plus token authentication.
• Subscriber access to email to enroll devices.
• A device on which to download the authentication app.
First‑time enrollment
Subscribers enroll their devices using the enrollment process described in Register devices for two‑
factor authentication.
During first‑time sign‑in to Workspace, subscribers follow the prompts to download the Citrix SSO app.
The Citrix SSO app generates a unique one‑time password on an enrolled device every 30 seconds.
Important:
During the device enrollment process, subscribers receive an email with a temporary verification
code. This temporary code is used only to enroll the subscriber’s device. Using this temporary
code as a token for signing in to Citrix Workspace with two‑factor authentication isn’t supported.
Only verification codes that are generated from an authentication app on an enrolled device are
supported tokens for two‑factor authentication.
Re‑enroll a device
If a subscriber no longer has their enrolled device or needs to re‑enroll it (for example, after erasing
content from the device), Workspace provides the following options:
• Subscribers can re‑enroll their devices using the same enrollment process described in Register
devices for two‑factor authentication. Because subscribers can enroll only one device at a time,
enrolling a new device or re‑enrolling an existing device removes the previous device registra‑
tion.
• Administrators can search for subscribers by Active Directory name and reset their device.
To do that, go to Identity and Access Management > Recovery. During the next sign‑on to
Workspace, the subscriber experiences the first‑time enrollment steps.
Use of Azure Active Directory (AD) to manage subscriber authentication to workspaces has the follow‑
ing requirements:
• Azure AD with a user who has global administrator permissions. For more information on the
Azure AD applications and permissions that Citrix Cloud uses, see Azure Active Directory Permis‑
sions for Citrix Cloud.
• A Citrix Cloud Connector installed in the on‑premises AD domain. The machine must also be
joined to the domain that is syncing to Azure AD.
• VDA version 7.15.2000 LTSR CU VDA or 7.18 current release VDA or higher.
• A connection between Azure AD and Citrix Cloud. For information, see Connect Azure Active
Directory to Citrix Cloud.
When syncing your Active Directory to Azure AD, the UPN and SID entries must be included in the sync.
If these entries aren’t synchronized, certain workflows in Citrix Workspace fail.
Warning:
• If you’re using Azure AD, don’t make the registry change described in CTX225819. Making
this change might cause session launch failures for Azure AD users.
• Adding a group as a member of another group (nesting) is supported with the
DSAuthAzureAdNestedGroups feature enabled. You can enable DSAuthAzureAdNestedGroups
by submitting a request to Citrix Support.
• Manage users and user groups by using Citrix Cloud Library: Use only the Citrix Cloud Library
to manage users and user groups. Don’t specify users and user groups when creating or editing
Delivery Groups.
• Added security: For security, users are prompted to sign in again when launching an app or a
desktop. The password information flows directly from user’s device to the VDA that is hosting
the session.
• Sign‑in experience: Azure AD authentication provides federated sign‑in, not single sign‑on
(SSO). Subscribers sign in from an Azure sign‑in page, and might have to authenticate again
when opening Citrix DaaS.
For SSO, enable the Citrix Federated Authentication Service in Citrix Cloud. See Enable single sign‑on
for workspaces with Citrix Federated Authentication Service for more information.
You can customize the sign‑in experience for Azure AD. For information, see the Microsoft documenta‑
tion. Any sign‑in customizations (the logo) made in Workspace Configuration do not affect the Azure
AD sign‑in experience.
Citrix Gateway
Citrix Workspace supports using an on‑premises Citrix Gateway as an identity provider to manage
subscriber authentication to workspaces. For more information, see Tech Insight: Authentication ‑
Citrix Gateway.
• A connection between your Active Directory and Citrix Cloud. For requirements and instruc‑
tions, see Connect Active Directory to Citrix Cloud.
• Subscribers must be Active Directory users to sign in to their workspaces.
• If you’re performing federation, your AD users must be synchronized to the federation provider.
Citrix Cloud requires the AD attributes to allow users to sign in successfully.
• An on‑premises Citrix Gateway:
– Citrix Gateway 12.1 54.13 Advanced edition or later
For more information, see Connect an on‑premises Citrix Gateway as an identity provider to Citrix
Cloud.
When authentication with Citrix Gateway is enabled, subscribers experience the following workflow:
1. The subscriber navigates to the Workspace URL in their browser or launches Workspace app.
2. The subscriber is redirected to the Citrix Gateway logon page and is authenticated using any
method configured on the Gateway. This method can be MFA, federation, conditional access
policies, and so on. You can customize the Gateway logon page so that it looks the same as the
Workspace sign‑in page using the steps described in CTX258331.
3. After successful authentication, the subscriber’s workspace appears.
Citrix Workspace supports using Google as an identity provider to manage subscriber authentication
to workspaces.
For more information, see Connect Google as an identity provider to Citrix Cloud.
When authentication with Google is enabled, subscribers experience the following workflow:
1. The subscriber navigates to the Workspace URL in their browser or launches the Workspace app.
2. The subscriber is redirected to the Google sign‑in page and is authenticated using the method
configured in Google Cloud (for example, multifactor authentication, conditional access poli‑
cies, and so on).
3. After successful authentication, the subscriber’s workspace appears.
Okta
Citrix Workspace supports using Okta as an identity provider to manage subscriber authentication to
workspaces. For more information, see Tech Insight: Authentication ‑ Okta.
• A connection between your on‑premises Active Directory and your Okta organization.
• An Okta OIDC web application configured for use with Citrix Cloud. To connect Citrix Cloud to
your Okta organization, you must supply the Client ID and Client Secret associated with this
application.
• A connection between your on‑premises Active Directory domain and Citrix Cloud, with Okta
authentication enabled in the Identity and Access Management page.
For more information, see Connect Okta as an identity provider to Citrix Cloud.
When authentication with Okta is enabled, subscribers experience the following workflow:
1. The subscriber navigates to the Workspace URL in their browser or launches the Workspace app.
2. The subscriber is redirected to the Okta sign‑in page and is authenticated using the method
configured in Okta (for example, multifactor authentication, conditional access policies, and so
on).
3. After successful authentication, the subscriber’s workspace appears.
Okta authentication provides federated sign‑in, not single sign‑on (SSO). Subscribers sign in to
workspace from an Okta sign‑in page, and might have to authenticate again when opening Citrix
DaaS. For SSO, enable the Citrix Federated Authentication Service in Citrix Cloud. See Enable single
sign‑on for workspaces with Citrix Federated Authentication Service for more information.
SAML 2.0
Citrix Workspace supports using SAML 2.0 to manage subscriber authentication to workspaces. You
can use the SAML provider of your choice, provided it supports SAML 2.0.
For more information about configuring SAML authentication for workspaces, see Connect SAML as
an identity provider to Citrix Cloud.
1. The subscriber navigates to the Workspace URL in their browser or launches Citrix Workspace
app.
2. The subscriber is redirected to the SAML identity provider sign‑in page for their organization.
The subscriber authenticates with the mechanism configured for the SAML identity provider,
such as multifactor authentication or conditional access policies.
3. After successful authentication, the subscriber’s workspace appears.
Citrix Workspace supports using Citrix Federated Authentication Service (FAS) for single sign‑on (SSO)
to Citrix DaaS. Without FAS, subscribers using a federated identity provider are prompted to enter their
credentials more than once to access their DaaS.
Use Settings > Log Off to complete the sign‑out process from Workspace and Azure AD. If subscribers
close the browser instead of using the Log Off option, they might remain signed in to Azure AD.
Important:
If Citrix Workspace times out in the browser due to inactivity, subscribers remain signed in to
Azure AD. This prevents a Citrix Workspace timeout from forcing other Azure AD applications to
close.
More information
October 4, 2022
This article outlines the steps involved in adding services to Citrix Workspace, which is a two‑step
process:
1. Configure individual services in Citrix Cloud. You can find a list of Citrix Cloud services that link
to instructions for each one in Citrix Cloud Services.
2. Enable (and disable) access to your configured services in Workspace Configuration > Service
Integrations.
Configure services
Your purchased services are displayed in a card layout in the Citrix Cloud dashboard. Services that
you’ve purchased include a Manage button.
For a brief description of cloud‑hosted services, visit Cloud‑hosted services through Citrix Workspace.
If you’d like to try a new service, you can request a trial or demo. For more information on service
trials, visit Citrix Cloud Service Trials.
Enable services
Once you’ve configured your services, you can integrate them into Citrix Workspace.
Subscribing to DaaS and the Remote Browser Isolation service enables them by default. All other
new services that your organization subscribes to are disabled by default.
Note:
Both the Citrix Apps Essentials service and the Citrix DaaS display as “Citrix DaaS” in the Ser‑
vice Integrations tab of Workspace Configuration.
Disable services
Disabling workspace integration blocks subscriber access for that service. This doesn’t disable
the Workspace URL, but subscribers can’t access data and applications from that service in Citrix
Workspace.
This article summarizes how subscribers access and interact with their workspaces and describes
what subscribers see when they sign in to their workspaces. The article also summarizes options for
customizing the workspace experience and offers guidance for common issues.
Workspace access
Browser access
If using the browser, subscribers can access their workspaces with the Workspace URL and the latest
versions of Edge, Chrome, Firefox, or Safari. For more information, see Workspace Browser Compati‑
bility.
Citrix recommends using the latest version of Citrix Workspace app to access workspaces.
The Citrix Workspace app is a natively installed app that replaces Citrix Receiver and provides a con‑
sistent user experience of the Workspace user interface (UI) across platforms. Citrix Workspace app is
available for various operating systems. For details, see the Citrix Workspace app product documen‑
tation.
If you’ve been using Citrix Receiver, guide users to upgrade to Citrix Workspace app so they can use all
the Workspace UI features. For more information about supported features in the Citrix Workspace
app by platform, refer to the Workspace app feature matrix.
For information on how to install Citrix Workspace app, visit Download Citrix Workspace app.
For devices that can’t install Citrix Workspace app software, Citrix Workspace app for HTML5 provides
a connection through an HTML5‑compatible browser.
New customers. If you’re new to the workspace experience, subscribers get the latest version of the
UI when it’s available.
Existing customers. If you’ve been using an earlier version of Citrix Workspace app, the updated UI
can take around five minutes to display. You might temporarily see an older version of the UI.
Citrix Workspace offers a seamless experience with single sign‑on (SSO) to secondary resources that
would otherwise require another form of authentication.
Card layout
Apps, Desktops, Files, Actions, and the Activity Feed are presented in a “card” layout. A pop‑up
window shows more details and actions.
Settings
Subscribers access Settings from a menu that appears when they select their profile icon in the top
right corner of the Workspace UI.
Profile icon
Subscribers can upload a picture to their profile. If no profile picture is set, the image defaults to an
icon that is based on the subscriber’s Active Directory display name.
Search
The search tool at the top of the UI searches across all resources in the workspace and allows sub‑
scribers to open apps directly from the search results. Search requires at least three characters.
Subscribers can choose between a Recents and Favorites view of their apps, desktops, and files.
You can configure Favorites to make this feature available or unavailable to subscribers in
Workspace Configuration. For more information on enabling and disabling the Favorites feature in
Citrix Workspace, see Allow Favorites.
Citrix Workspace delivers relevant notifications and tasks in the subscriber’s Activity Feed and in the
Actions card of their workspaces. Subscribers can act on these targeted notifications without leaving
their workspaces.
For more information on the subscriber experience of Actions and the Activity Feed, see Subscriber
experience of notifications.
When you configure and enable the notifications feature, subscribers receive targeted, actionable,
and searchable alerts and tasks in the Activity Feed and the Actions card of their workspaces.
For information on how to enable notifications in Citrix Workspace, see Customize workspace notifi‑
cations.
When enabled, subscribers see personalized notifications in the Activity Feed in the center of their
workspace. A subscriber can act on an item in this feed, such as approving a request, directly in the
workspace. The Actions card on the right side of their workspace also provides quick access to com‑
mon tasks like submitting expenses or creating a calendar event.
In the left navigation of the UI, the Actions tab displays all actions available to subscribers with access
to microapps, such as links to other systems or intranet sites. The Feed tab in the left navigation of
workspaces displays all alerts, such as company announcements or reminders.
Search notifications
Subscribers can search and filter microapp notifications and integrations, and act on notifications
directly from their search results.
Note:
Activity Feed search is available in Workspace on Web and Desktop in US and EU accounts. Ac‑
tivity Feed search is offered as a public preview and isn’t currently HIPAA compliant.
Subscribers can use the search box at the top of the Workspace UI to enter a query.
Selecting Feed in the top menu gives all matching results. Subscribers can also filter results by Status,
Source, Action required, and Time period.
Subscribers can select any search result to open their notifications for more information and to com‑
plete any available actions.
Before subscribers can use two‑factor authentication with Citrix Workspace, they must register their
device. During registration, Workspace presents a QR code for the subscriber to scan with an authen‑
tication app. The authentication app must follow the Time‑Based One‑Time Password (TOTP) stan‑
dard, such as Citrix SSO.
Note:
For a smooth registration process, Citrix recommends downloading and installing Citrix SSO on
the target device beforehand.
1. Open a browser, navigate to the Workspace sign‑in page, and select Don’t have a token?
2. Enter their user name in the domain\username format or their company email address and
select Next. Citrix Cloud then sends the subscriber an email with a temporary verification code.
3. Enter the verification code and Active Directory account password when prompted and select
Next.
IMPORTANT:
The verification code is a temporary token with a 24‑hour validity period and is only used
to register the subscriber’s device. The subscriber mustn’t use this code to sign into their
workspace with two‑factor authentication.
4. From the authenticator app, scan the QR code or enter the verification code manually.
After completing registration, subscribers can return to the Citrix Workspace sign‑in page and enter
their Active Directory credentials along with the token displayed in their authentication app.
Only verification codes that are generated from an authentication app on an enrolled device are sup‑
ported tokens for two‑factor authentication. Subscribers mustn’t use the temporary email token sent
during the registration process.
Customize workspaces
You can customize the subscriber experience of workspaces for different users and to meet specific
organizational requirements in Workspace Configuration.
• To configure targeted notifications in the Activity Feed and Actions card of workspaces, visit
Customize workspace notifications.
• To customize the appearance of workspaces, including logos and custom themes, visit Cus‑
tomize the appearance of workspaces.
• To choose how subscribers interact with their workspaces, such as allowing subscribers to cre‑
ate Favorites and automatically launching desktops, visit Customize workspace interactions.
• To customize privacy and security policies, including setting a timeout period, creating a sign‑in
policy, and allowing subscribers to change their passwords from within their workspaces, visit
Customize security and privacy policies.
Troubleshooting
After you’ve changed the authentication method, subscribers that are logged in might see an error
message. To rectify this, subscribers must log out of Citrix Workspace and close the browser or Citrix
Workspace app, and wait approximately 5 minutes. When their workspaces are available again, the
subscriber can sign in using the new authentication method.
If you’ve changed your service subscription, subscribers might need to manually refresh the local Cit‑
rix Workspace app. To refresh the Citrix Workspace app for Windows:
1. Right‑click the Citrix Workspace icon in the Windows system tray and select Advanced Prefer‑
ences > Reset Citrix Workspace.
2. Open Citrix Workspace app for Windows and select Accounts > Add.
3. Enter the Workspace URL and then select Add.
You can also refresh the Citrix Workspace app from the browser. If refreshing from the browser:
1. Right‑click the Citrix Workspace icon in the Windows system tray and select Advanced Prefer‑
ences > Reset Citrix Workspace.
2. Enter the Workspace URL into the browser and sign in.
3. Download the configuration file from Settings > Account Settings > Advanced > Download
Workspace Configuration.
This downloads a file with a .cr extension that adds the workspace to your local Citrix Workspace app.
Citrix Workspace delivers targeted notifications and actions that allow subscribers to do their work
without leaving their workspaces.
The Microapps service generates notifications and actions from your app data sources (Systems of
Record, SoR) and delivers them to Citrix Workspace through microapps. Microapps are workflows that
you build to aggregate app tasks and resources.
Notifications are event‑driven microapps that generate relevant alerts to display in the subscriber’s
Activity Feed, such as task reminders and company news. Subscribers can view and act on these
items directly in their workspaces.
You can also create user‑initiated microapps to appear in the Actions card of workspaces. The mi‑
croapps in the Actions card allow subscribers to complete tasks, like requesting time off or submitting
a Help Desk inquiry, without leaving their workspaces.
Citrix Workspace comes with a preconfigured Microapps service subscription and is ready for you to
start building microapps immediately. If you don’t yet have an entitlement to the Microapps service
you can request a demo. For more information, visit Onboard Microapps service.
You configure individual services, including the Microapps service, in Citrix Cloud. Sign in to Citrix
Cloud and select Manage in the Microapps tile.
To configure the Microapps service, you must first integrate the apps you need for building your mi‑
croapps (workflows). For information on configuring app integrations, visit Set up template integra‑
tions.
After integrating apps into Workspace, create the microapps that collect, process, and organize tasks
and resources from your apps’ SoR to deliver targeted alerts and actions to subscribers. For more
information on creating microapps, visit Create microapps.
Enable the Microapps service in Workspace to allow subscribers to receive microapps. Enabling the
Microapps service populates workspaces with the notifications and actions you configured in Step
1.
For more information on enabling services in Workspace Configuration, visit Enable services.
If you want to roll out notifications to select subscribers (Step 4), you must first create and subscribe
users and user groups to the microapps that generate notifications in Actions and the Activity Feed.
To enable alerts and tasks in the Activity Feed and Actions card of Citrix Workspace, you must decide
how you want to roll them out in Workspace Configuration > Customize > Features. Here, you define
whether you want to roll out notifications to all subscribers or to select user groups.
Note
To enable the notifications for specific users and groups, you must use one of the following au‑
thentication methods:
• Active Directory
• Active Directory +
Token
• Azure Active Directory
• Okta
You can only enable or disable this feature for all subscribers if:
To remove users or groups, under Assign Users and Groups, select the trash can icon for the user or
group and then select Remove.
This section describes how you can customize the appearance of workspaces by updating themes in
Configuration > Customize > Appearance.
Themes allow you to configure your workspace colors and logos. Logos must meet the required di‑
mensions to avoid appearing distorted or resulting in an error message.
Changes to the workspace appearance take effect immediately after you select Save.
The default theme includes the sign‑in logo, and the workspace logo and colors that subscribers see
after they sign in. You can change one, some, or all of these elements for the default theme.
For the sign‑in page, you can only replace the logo. The rest of the sign‑in page, including the colors,
isn’t affected.
Changes to the workspace appearance take effect right away. It can take around five minutes for the
updated user interface to display in local Citrix Receiver apps.
Note:
Changes to the sign‑in logo don’t impact users who authenticate to their workspace using third‑
party identity providers, such as Azure AD and Okta.
For information on how to customize an Azure AD sign‑in page, see the Microsoft documenta‑
tion. For information on how to customize the Okta‑hosted sign‑in page, see the Okta Developer
documentation.
You can also customize the on‑premises Citrix Gateway sign‑in page, configured in the Citrix ADC ap‑
pliance rather than in Workspace Configuration. For more information, see the Support Knowledge
Center article.
The sign‑in logo doesn’t have to be the same as the logo that appears at the top left of the workspace
after a subscriber signs in. In addition to replacing the workspace logo, you can define the banner,
accent, and text and icon colors of the workspace.
This is a single‑tenant feature. If your customer is a Citrix Service Provider tenant, it must have
its own resource location, Cloud Connectors, and dedicated Active Directory domain. Citrix Ser‑
vice Provider tenants that share a resource location, Cloud Connectors, and dedicated Active
Directory domain (multitenancy) aren’t currently supported.
You can configure and prioritize multiple Citrix Workspace themes for specific user groups. These
custom themes are listed in individual cards under the default theme. If you don’t set up multiple
themes, the existing (default) theme is applied to all users.
Note:
If you have Citrix Content Collaboration configured, only employee users see custom themes.
Client users of Citrix Workspace who sign in to access shared files through Citrix Content Collab‑
oration only see the default theme.
To add your first custom theme under your default theme, select Add theme at the bottom left of the
card under the Default appearance section.
If you already have at least one custom theme under the default theme, select Add theme at the top
right of the list of existing themes.
1. Configure your custom theme:
a) Upload your Logo (optional).
b) Define your banner, accent, and text and icon Colors (optional).
2. Select Theme Details and enter a meaningful name for the theme.
b) Search for the user group that you want to add to the custom theme.
c) Select the plus sign (+) button next to that group.
d) Repeat this process for each group that you want to add to your theme.
4. Select Preview to see how your workspace looks to subscribers. Save your theme when you’re
done.
Note:
The Workspace Preview doesn’t show a preview if you’re currently working with the older
purple user interface.
A user might belong to more than one user group, each of which might match to a different theme.
You can define which theme a subscriber sees if they match to more than one by setting the priority
of custom themes relative to one another.
Important
For relative prioritization of custom themes to work, you must configure two or more custom
themes under the default theme.
1. Select Edit priority at the top right of the list of themes, next to Add theme.
2. You can reorder the priority of themes in one of two ways:
• Use the arrows on the right‑hand side of each theme.
• Drag individual themes up and down the list using the handle on the left‑hand side of the
card.
3. Once you’ve reordered your items, select Save order.
Customize how subscribers interact with their workspaces in Workspace Configuration > Customize
> Preferences.
If you want to customize workspace preferences that affect the sign‑in experience to align with your
company requirements, visit Customize workspace security and privacy policies.
If you want to customize the pre‑login and post‑login workspace appearance, visit Customize the ap‑
pearance of workspaces
Allow Caching
The Allow Caching setting enhances performance for subscribers accessing Citrix Workspace through
a web browser. When caching is enabled, subscribers experience faster loading of their Activity Feed
and can access resources in Files more quickly.
Caching is supported when accessing Citrix Workspace with a supported web browser. Caching isn’t
available when using a locally installed Citrix Workspace app.
When caching is enabled, some sensitive data might be stored locally on subscribers’ devices. This
data consists of file metadata and is encrypted with a key that’s unique to the subscriber’s authen‑
ticated identity. The encrypted data is stored in the web browser’s localStorage property on the
subscriber’s device.
If you disable caching, the encrypted data is purged the next time the subscriber signs in to Citrix
Workspace through their web browser. Also, the subscriber can purge this data manually by clearing
browsing data from their web browser.
Allow Favorites
Customers who have access to Workspace Configuration and the new Workspace experience can
allow subscribers to favorite and unfavorite app and desktop resources. The Allow Favorites feature
is enabled by default.
Note:
• For some existing customers (new to Workspace between December 2017 and April 2018),
Allow Favorites defaults to Disabled. The administrator can decide when to enable this
feature for their subscribers.
• Allow Favorites doesn’t affect the ability to favorite files. The ability to favorite files persists
regardless of whether Allow Favorites is enabled or disabled in Workspace Configuration.
When enabled (default), subscribers can add up to 250 Favorites using the star icon at the top left‑
hand corner of each (non‑mandatory) app and desktop card. The star changes from having no fill to
a yellow fill when it’s favorited.
If a subscriber favorites more than 250 resources, the “oldest favorite” is removed (or as close as pos‑
sible to preserve the most recent Favorites).
When disabled, workspace subscribers don’t see stars on app and desktop cards, or the All Apps and
Favorites submenus for these resources in the navigation bar. App and desktop Favorites aren’t
deleted and can be recovered if you re‑enable Favorites.
Note:
If your subscribers do not have access to desktops configured, the desktop selection in the side‑
bar does not display.
Administrators can automatically add Favorite Apps for subscribers by using KEYWORDS:Auto and
KEYWORDS:Mandatory settings in Citrix DaaS (Manage > Full Configuration > Applications).
• KEYWORDS:Auto. The app or desktop is added as a Favorite and subscribers can remove the
Favorite.
• KEYWORDS:Mandatory. The app or desktop is added as a Favorite, and subscribers can’t re‑
move the Favorite. Mandatory apps and desktops display a star icon with a padlock to indicate
that it can’t be unfavorited.
Note:
If you use both Mandatory and Auto keywords for an app, the Mandatory keyword overrides
the Auto keyword, and the favorited app or desktop can’t be removed.
For a subscriber with access only to apps and desktops that have the Mandatory keyword:
• The subscriber sees only the Apps page in the left navigation pane in Workspace. The Favorite
page doesn’t appear in the left pane because there’s no difference in the apps that appear on
the Apps page and the Favorite page.
• The subscriber doesn’t see the Favorite tab on the home page. Only the Recents tab is shown.
Automatically Launch Desktop is available to customers who have access to Workspace Configu‑
ration and the new Workspace experience. The preference only applies to workspace access from a
browser.
When disabled (default), the setting prevents Citrix Workspace from automatically starting a desktop
when a subscriber signs in. Subscribers must manually launch their desktop after signing in.
When enabled, if a subscriber has only one available desktop, the desktop automatically launches
when the subscriber signs in to their workspace.
The subscriber’s applications aren’t reconnected, regardless of the Workspace control configuration.
Note:
To enable Citrix Workspace to launch desktops automatically, subscribers accessing the site
through Internet Explorer must add the Workspace URL to the Local intranet or Trusted sites
zones.
When Workspace is configured to use a federated identity provider, the authentication session and its
lifetime are typically controlled by the identity provider. The Federated Identity Provider Sessions
setting allows the control to be handed off to the Service Provider. When enabled (default), Workspace
forces a sign‑in prompt with the identity provider when a new Workspace session is needed. When
disabled, a subscriber will not be prompted to authenticate with the identity provider if accessing
Workspace with a valid session.
If this setting is enabled and you’re using Azure AD for workspace authentication, subscribers might
be prompted to sign in again even if a valid Microsoft authentication token exists for their session. For
more information about this scenario, see CTX253779.
The Opening Apps and Desktops setting is available to customers who have access to Workspace
Configuration and the new Workspace experience. The preference is available to new and existing
customers. However, the introduction of this feature doesn’t change any settings for existing cus‑
tomers.
The preference applies to the way users open apps and desktops delivered by Citrix DaaS only. This
can be the Citrix DaaS service or on‑premises from the Site aggregation feature. Opening Apps and
Desktops doesn’t apply, for example, to SaaS apps delivered by the Citrix Gateway service.
• In a native app (default). Uses a locally installed version of Citrix Workspace app and gives the
best experience for the platform the subscriber is on.
• In a browser. Uses Citrix Workspace app for HTML5. No client software is required.
• Let users choose. Prompts subscribers to detect a locally installed version of Citrix Workspace
app, or to use Citrix Workspace app for HTML5 in their browser.
An additional option for In a native app and Let users choose prompts users to install the latest
version of Citrix Workspace app if a local app isn’t detected automatically. Remove this selection if
your subscribers don’t have rights to install software.
With the Microsoft Teams integration, subscribers can share cards from their Workspace Activity Feed
with other subscribers through channels in Microsoft Teams.
Requirements
• You must be a Full Access administrator in Citrix Cloud to enable Microsoft Teams integration.
Administrators with Custom Access don’t have the required permissions to enable Microsoft
Teams integration.
• You must configure Azure AD authentication in Identity and Access Management. For more
information about configuring Azure AD authentication, see Connect Azure Active Directory to
Citrix Cloud.
• You can use only one Azure AD instance with Microsoft Teams. If the Azure AD instance you
configure has Microsoft Teams enabled through another Citrix Cloud account, you can’t enable
Microsoft Teams integration for your Citrix Cloud account.
• You must have the Microapps service enabled in your Citrix Cloud account. For more informa‑
tion, see Getting started.
• The feature toggle IwsMicrosoftTeams must be enabled.
• You must have the Actions and Activity Feed feature enabled for workspaces.
• Workspace subscribers must have the Microsoft Teams desktop client installed.
4. Select Save.
Workspace users can now see the Send to Microsoft Teams option and share cards from
Workspace. Users might need to refresh their screens (Ctrl+F5).
There are other set‑up steps that are required to enable this integration. The Microsoft Administra‑
tor account must accept the permissions of the integration in the Workspace UI so that users of your
organization can share cards to Microsoft Teams.
2. The following message appears if the Microsoft Administrator account hasn’t accepted per‑
missions for integration with Microsoft Teams and you try to sign in with a non‑administrator
account:
3. To accept permissions, sign in to your administrator account by selecting Have an admin ac‑
count? Sign in with that account. The following permissions to access data are required to
enable the Microsoft Teams integration with Citrix Workspace:
4. When the Permissions accepted dialogue opens, review the options. The Consent on behalf
of your organization grants permissions to all Workspace subscribers for this administrator.
Otherwise, permissions are granted only for the administrator account.
5. Select Accept.
This article provides guidance on how to customize the sign‑in experience after you’ve already config‑
ured workspace access and authentication.
For an overview of the steps involved in configuring workspace access and authentication, visit Con‑
figure access. For information on how to configure subscriber authentication to workspaces, visit
Secure workspaces.
If you have Citrix Content Collaboration configured, you can create both employee and client users
for when employees frequently share content with users that are outside your organization. For more
information on creating employee and client users for Citrix Content Collaboration, visit People set‑
tings
The default sign‑in experience is a split screen for employee users and client (external) users.
To remove the split screen, navigate to Workspace Configuration > Authentication > Unified user
sign in flow and select Enable. Enabling this feature presents all users with the same sign‑in option.
Use the Inactivity Timeout for Web setting in Workspace Configuration > Customize > Preferences
to specify the amount of idle time allowed (maximum of 8 hours) before subscribers are automatically
signed out of Citrix Workspace. This setting applies to browser access only, and doesn’t apply to ac‑
cess from a locally installed Citrix Workspace app.
Unlike manual sign‑out, which disconnects DaaS sessions, subscribers stay connected to their DaaS
sessions following timeout due to inactivity.
Use the Reauthentication period for Workspace app setting in Workspace Configuration > Cus‑
tomize > Preferences to specify the length of time subscribers can stay signed in to Citrix Workspace
app before needing to sign in again.
By default, this setting requires subscribers to sign in every 24 hours (one day). You can specify a
longer reauthentication period of up to 365 days. Longer reauthentication periods require subscriber
consent to stay signed in. Users provisioned after September 27, 2021, a period of 30 days is required
for subscribers to sign in again.
During the reauthentication period that you set, subscribers stay signed in unless they’re inactive for
14 or more days at a time. If a subscriber is inactive for 14 or more days, they’re prompted to reau‑
thenticate the next time that they attempt to access their workspace.
You can invalidate the session for your subscribers by downloading this PowerShell script and follow‑
ing the instructions included in the download. Once you’ve invalidated sessions, subscribers must
reauthenticate to their workspaces in the next 24 hours.
If you need to set the reauthentication period for Citrix Workspace app to less than 24 hours, you can
do so via PowerShell.
For more information, see Steps to configure InactivityTimeoutInMinutes.
Staying signed in to Citrix Workspace app is supported for the following authentication methods:
• Active Directory
• Active Directory plus token
• Azure Active Directory
• Citrix Gateway
• Okta
Note:
For the same experience as a Citrix DaaS customer using Okta or Azure Active Directory, configure
the Citrix Federated Authentication Service (FAS). For more information about FAS, see Enable
single sign‑on for workspaces with Citrix Federated Authentication Service.
When subscribers sign in to Workspace on their device, Workspace prompts them to consent to staying
signed in.
When the subscriber selects Allow, they stay signed in during the reauthentication period. If no ac‑
tivity is detected on a subscriber’s device for four days, the subscriber is automatically prompted to
reauthenticate. After they sign in to the Citrix Workspace app, the reauthentication period remains in
effect as long as they’re using their apps and desktops on the device.
If the subscriber selects Deny, Workspace prompts the subscriber to sign in again. Afterward,
Workspace prompts the subscriber to sign in again after 24 hours have passed.
If the subscriber’s password changes, the subscriber must sign out and sign in again through Citrix
Workspace app for the reauthentication period to continue to work.
This feature is being rolled out to customers incrementally. You might not see the feature until
the rollout process is complete.
Citrix aims to deliver new features and product updates to Citrix Workspace customers when
they’re available. This process is transparent to you. Initial updates are applied to Citrix internal
sites only, and are then applied to customer environments gradually. Delivering updates incre‑
mentally helps ensure product quality and maximize availability.
The Allow Account Password to be Changed setting in Workspace Configuration > Customize
> Preferences controls whether subscribers can change their domain password from within Citrix
Workspace. You can also provide guidance to subscribers so that they can create valid passwords in
line with your organization’s password policy.
When enabled (default), subscribers can change their password at any time, based on your organiza‑
tion’s Active Directory settings. If disabled, Workspace prompts subscribers to change their password
when it expires, but they can’t change their unexpired password within Workspace.
• Active Directory
• Active Directory plus token
Subscribers can also use this feature when accessing workspaces with the latest version of Edge,
Chrome, Firefox, or Safari web browsers.
This feature isn’t supported on older versions of Citrix Workspace app and Citrix Workspace app for
Linux.
Password guidance
You can add up to 20 password requirements to meet your organization’s security policy and that
your identity provider enforces. Workspace displays these requirements as a guide when subscribers
change their password from their Account Settings page in Workspace. If you don’t add any pass‑
word requirements, Workspace displays the message “Your organization’s password requirements
still apply.”
Important:
Citrix Workspace doesn’t validate new passwords that your subscribers enter. If a subscriber
tries to change their valid password to an invalid one through Workspace, your identity provider
rejects the new password. The existing password isn’t changed.
2. Under Allow Account Password to be Changed, check that the setting is enabled. If disabled,
enable the setting.
4. Enter a requirement that matches your organization’s security requirements for valid pass‑
words. For example, you can specify that a password must be a certain character length. Select
Add a password requirement to add more items for subscribers when they change their
password.
To increase awareness of this feature with your subscribers, consider including a recommenda‑
tion in your internal knowledgebase for subscribers to change their domain passwords through
Workspace. Download this PDF file for instructions you can include in your own communications
and knowledgebase articles.
When Allow Account Password to be Changed is enabled, subscribers can change their password in
Workspace by going to Account Settings > Security & Sign in.
Select View Password Requirements to display all the requirements you entered in Workspace Con‑
figuration.
Subscribers are automatically signed out of Workspace after changing their password and must sign
in again with their new password.
Configure a custom banner to display a time‑limited message of your choosing, such as an upcoming
maintenance window.
The custom banner is displayed for all subscribers in all clients including web and mobile devices.
Subscribers see the banner after they sign in. Subscribers can’t dismiss this banner, but they can
collapse it on their mobile device.
1. From the Citrix Cloud menu, select Workspace Configuration > Customize > Preferences >
Custom banner > Configure.
2. Enter the title and text of the message you want to display, and select the dates and times for
displaying the banner to subscribers.
3. To view how your banner will appear to subscribers, select Preview.
Create a custom sign‑in policy to inform subscribers of your organization’s End‑User License Agree‑
ment (EULA) when they sign in to their workspace.
When enabled and configured, the sign‑in policy is displayed in all clients including web and mobile
devices. Subscribers can see the sign‑in policy when they sign in. Subscribers can’t bypass the policy
and must accept it to sign in to their workspace.
1. From the Citrix Cloud menu, select Workspace Configuration > Customize > Preferences.
2. In the Sign in policy section, select Configure. If a policy exists, the button reads Edit, instead.
5. Enter the policy text that subscribers must agree to before signing in. If needed, add localized
text for other languages in the same text box.
6. Enter a name for the button that subscribers must select to agree to the policy.
7. Select Preview to see what the policy looks like for subscribers.
Note
If you have Citrix Gateway configured as your Workspace identity provider, you might already
have a sign‑in policy as part of your AAA and nFactor authentication flow. Citrix recommends
that you configure only one sign‑in policy, either as part of your existing nFactor authentication
flow or outside the flow using the Citrix Cloud administration console.
Administrators can configure the settings for Citrix Workspace app for iOS, Android, HTML5, Mac, and
Windows platforms using the Global App Configuration service.
You can provide feedback to this feature via the Podio form.
Note:
Technical previews are available for customers to test in their non‑production or limited produc‑
tion environments, and to give customers an opportunity to share feedback. Citrix does not ac‑
cept support cases for feature previews but welcomes feedback for improving them. Citrix might
or might not act on feedback based on its severity, criticality, and importance.
The Global App Configuration cloud service provides solutions to problems faced by admin and user
while using the Citrix Workspace app. The following is the list of solutions that the Global App Config‑
uration cloud service provides:
Problems Solutions
Through the service, an admin delivers workspace service URLs, and manages Workspace app set‑
tings. Settings such as audio settings, automatic keyboard, external display and so on. The Global
App Configuration service delivers settings to Workspace app clients that are already configured to
use an on‑premises store or cloud store.
You must have a Citrix Cloud account or any cloud entitlement to use the service.
To know more about the Citrix Workspace app and supported platforms, see About Citrix Workspace
app.
The following table lists the minimum version of Citrix Workspace app across platform that supports
Global App Configuration service.
• An administrator configures discovery or settings for Workspace app via the Global Apps Config‑
uration service. The configuration is per store URL and applies to the Workspace app instance
with the store URL added.
• Citrix Workspace app fetches and updates the latest settings from the Global App Configuration
service roughly every 6 hours.
Prerequisites:
To use the Global App Configuration service, Citrix Cloud customers must have:
You can use Global App Configuration service via two ways:
• Set specific values for the different platforms through the settings.
• Show or hide platform‑specific settings using the toggle button.
– When the toggle is turned on, you can view the configured setting for each platform
and the check box as enabled.
– When the toggle is turned off, you can select the check box to enable the setting value
input field.
• Administrator can set one or multiple settings across categories.
Publish Drafts and Discard buttons are displayed in the notification bar at the bottom of the
screen.
4. Click Publish Drafts to apply all the configured settings or click Discard to discard the changes
made in the current session.
Limitations
• Setting values are currently available in English and aren’t translated to other languages. Sup‑
port for other languages will be available in the future release.
• Some of the settings are available via API only and will be made available in the Admin UI in the
future release.
You can improve the efficiency and availability of your DaaS apps and desktops with the following
options:
• Make your existing, on‑premises virtual apps and desktops deployment available to Workspace
subscribers with site aggregation.
• Optimize connectivity with Direct Workload Connection, which involves configuring network
locations in Citrix Cloud.
• Ensure service continuity during an outage for offline resilience.
• Configure single sign‑on (SSO) to DaaS with Citrix Federated Authentication Service (FAS).
Site aggregation
Site aggregation allows you to add your on‑premises virtual apps and desktops deployment to your
Workspace so that subscribers can access these resources alongside cloud‑managed resources.
For more information, visit Aggregate on‑premises virtual apps and desktops in workspaces
Direct Workload Connection uses network locations to switch between internal and external routes
to the virtual machines that host your virtual apps and desktops.
With Direct Workload Connection, you allow clients inside your corporate network to switch to direct
launches of Citrix DaaS. Direct launches don’t require the HDX connections between clients and VDAs
to be proxied through a gateway. Direct Workload Connection requires at least one internal network
location.
For more information, visit Optimize connectivity with Direct Workload Connection.
Service continuity
Service continuity ensures that subscribers maintain access to critical apps and desktops through
Citrix Workspace app if there’s a Citrix Cloud outage.
Service continuity stores connection leases on client disks that have Citrix Workspace app installed.
Connection leases are refreshed periodically when clients access the Workspace store. Clients can
then launch Citrix DaaS that they could access before the outage. For more information, visit Service
continuity.
Note:
If the number of backend/frontend integration sites increases beyond four, sites can experience
slow response times. Service continuity or LHC support is also not present for on‑prem sites.
Citrix Workspace supports using Citrix Federated Authentication Service (FAS) for single sign‑on (SSO)
to Citrix DaaS. FAS allows subscribers using a federated identity provider, such Azure AD or Okta, to
enter their credentials only once when they sign in to their workspaces. Without FAS, subscribers
using a federated identity provider are prompted to enter their credentials more than once to access
their virtual apps and desktops.
• A FAS server configured as described in the Requirements section of the FAS product documen‑
tation.
• A connection between your FAS server and Citrix Cloud, created through the Connect to Citrix
Cloud option in the FAS installer.
• A connection between your on‑premises Active Directory domain and Citrix Cloud, with FAS
enabled in Workspace Configuration.
For information about implementing FAS, see Enable single sign‑on for workspaces with Citrix Feder‑
ated Authentication Service.
October 7, 2022
You can add your site (Virtual Apps and Desktops deployment) to Citrix Workspace to make your exist‑
ing apps and desktops available to subscribers. After adding your site, subscribers can access all their
virtual apps and desktops alongside Files and other resources, when they sign in to their workspace.
This process is known as site aggregation.
Site aggregation is available in all Citrix Workspace editions. For more information about the features
included in each Workspace edition, see the Citrix Workspace Feature Matrix.
Supported environments
Site aggregation is supported for on‑premises deployments of the following Citrix products:
On‑premises sites running older versions of XenApp or XenApp and XenDesktop aren’t supported for
use with Citrix Workspace.
Important:
XenApp and XenDesktop 7.x includes versions that are End of Life (EoL). XenApp and XenDesktop
releases before 7.14 reached EoL in June 30, 2018. Support for site aggregation with EoL versions
of XenApp and XenDesktop 7.x depends on successful enumeration and launch of resources with
your StoreFront deployment.
To use site aggregation with an on‑premises deployment that includes the Citrix Federated Authenti‑
cation Service (FAS), your site must use one of the following Citrix product versions:
Connecting to Citrix Cloud is required for using FAS with Citrix Workspace. Update your FAS servers to
the latest version of the FAS software so that you can connect to Citrix Cloud. For more information,
see Enable single sign‑on for workspaces with Citrix Federated Authentication Service.
Task overview
When you add your on‑premises site to Citrix Workspace, the Add Site wizard guides you through the
following tasks:
1. Discover your site and select the resource location you want to use.
2. Detect the Active Directory domains in which your Cloud Connectors are installed.
3. Specify the connectivity that you want to use between Citrix Cloud and your site.
The resource location specifies the domain and connectivity method for all users who access your
site. During this process, Citrix Cloud tests connectivity to verify that your site is reachable from Cloud
Connectors. Citrix Cloud then displays a list of your resource locations. If you have resource locations
with no Cloud Connectors installed, download and install the required software.
For external connectivity, you can use your own Citrix Gateway or use the Citrix Gateway service. To
only allow users on the same network as your site to access applications, specify internal‑only access.
Prerequisites
Cloud Connectors
Cloud Connectors allow Citrix Cloud to locate and communicate with your site. For minimal interrup‑
tion, Citrix recommends installing Cloud Connectors before adding your site to Citrix Workspace.
For high availability, Citrix recommends at least two (2) servers on which to install Citrix Cloud Con‑
nector software. These servers must:
• Meet the system requirements described in Cloud Connector Technical Details.
• Have no other Citrix components installed.
• Not be an Active Directory domain controller.
• Not be a machine that is critical to your resource location infrastructure.
• Be joined to your site domain. If users access your site’s applications in multiple domains, install
at least two Cloud Connectors in each domain.
• Connect to a network that can contact your site.
• Connect to the Internet. For more information, see System and Connectivity Requirements.
For more information about installing Cloud Connectors, see Cloud Connector Installation.
If you have a web proxy in your environment, check that the Cloud Connectors can validate connec‑
tivity to the XML Service in your site. Add each XML server within the site to the bypass proxy list on
each Cloud Connector. Don’t use wildcards or IP addresses because the Cloud Connector supports
handling FQDNs only.
1. Add the XML servers to the bypass proxy list:
a) On the Cloud Connector, select Start and then type Internet Options.
b) Select the Connections tab and then select LAN Settings.
c) Under Proxy server, select Advanced.
d) Under Exceptions, add the FQDN of each XML server in your site using lowercase letters.
If these entries use mixed‑case or uppercase letters, site aggregation might fail. For more
information, see CTX272160 in the Citrix Support Knowledge Center.
2. Import the list so that the Cloud Connector services can consume them. At the command
prompt, type netsh winhttp import proxy source=ie.
3. From the Services console, restart all Citrix Cloud services on each machine hosting the Cloud
Connector or restart each machine.
Active Directory
Important:
If you use Azure Active Directory, Okta, SAML, or other federated identity provider with
workspaces and site aggregation, users are prompted to authenticate to each application they
launch.
FAS provides a single sign‑on (SSO) experience for launching resources using federated authen‑
tication. To enable SSO for subscribers, register one or more FAS servers with the same resource
location that you configured for adding your site.
If you have separate user and resource forests in Active Directory, you must have Cloud Connectors
installed in each forest before you add your on‑premises site. Citrix Cloud detects these forests during
the site discovery process through the Cloud Connectors. You can then use the forests’ users and
resources to create workspaces for your users.
Limitations:
When adding your site, you can’t use separate user and resource forests when you define the resource
location. Because Cloud Connectors don’t participate in any cross‑forest trusts that might be estab‑
lished, Citrix Cloud can’t discover your site through the Cloud Connectors in these forests. You can
use these forests when you define a secondary resource location that provides a different connectiv‑
ity option for your users. For more information, see Add IP ranges for different connectivity options.
Untrusted forests aren’t supported for site aggregation. Although Citrix Cloud and Citrix Workspace
support users from untrusted forests, these users can’t use Citrix Workspace after an on‑premises site
is added through site aggregation. Only users located in the forests that the site trusts can sign in and
use Citrix Workspace. If users from an untrusted forest try to sign in to Citrix Workspace, they receive
the error message, “Your logon has expired. Please log on again to continue.”
During the process of adding your site to Citrix Workspace, you can specify if you want to provide
internal or external access to the resources available to users. If you intend to allow only internal
users to access your site through Citrix Workspace, users must be on the same network as the site to
access applications.
If you intend to allow external users to access these resources, you have the following options:
• Use your existing Citrix Gateway to handle the traffic between your on‑premises site and Citrix
Cloud. Your Citrix Gateway must be configured to use Cloud Connectors as the Secure Ticket
Authority (STA) servers before you add your Site to Citrix Workspace. For instructions, see
CTX232640.
• Use the Citrix Gateway service to allow Citrix to handle the traffic between your site and Citrix
Cloud for you. You can activate a service trial and configure the service when you add your site.
If you’ve already signed up for the Citrix Gateway service, Citrix Cloud detects your subscription
when you select this option.
Note:
For Citrix Cloud to detect your Citrix Gateway service subscription, you must use the same OrgID
you used when you signed up for the Citrix Gateway service. For more information about OrgIDs
in Citrix Cloud, see What is an OrgID?
During the process of adding your site to Citrix Workspace, Citrix Cloud discovers your site and checks
that the Controller you specify is available. Before you add your on‑premises site, check the following:
• You have Citrix administrator credentials with a minimum of Read Only permissions. During
the site discovery process, Citrix Cloud prompts you to supply these credentials. Citrix Cloud
doesn’t store these credentials or use them to change to your site.
XenApp and XenDesktop 7.x and Virtual Apps and Desktops 7 1808 only: If you don’t want to
provide site credentials for security reasons, you can allow Citrix Cloud to discover your site without
prompting for site credentials. Complete this task before you add your site to Citrix Workspace.
In this step, you provide the information that Citrix Cloud needs to locate your site and select your
resource location. The resource location specifies the domain and connectivity option for all users
who access your site. If you need to install Cloud Connectors in your site’s domain, you can do so
now. If you already have Cloud Connectors installed, you can select them when prompted.
1. From the Citrix Cloud menu, navigate to Workspace Configuration > Sites > Add Site.
2. Select the type of on‑premises site you want to add and continue.
Citrix Cloud attempts to discover any resource locations and Cloud Connectors in your domain
and displays a list for you to select from.
• If you have no Cloud Connectors installed in your site’s domain, select Install Connector.
Citrix Cloud prompts you to download the Cloud Connector software and complete the
installation wizard.
• If you have Cloud Connectors installed, Citrix Cloud displays the connectors in the domains
in which they were detected. Select the resource location that you want to add to Citrix
Workspace. This resource location becomes the default resource location.
• If you have Cloud Connectors installed, but they aren’t displayed, select Detect.
4. Select the resource location and Cloud Connector pair that you want to use to discover your
site.
5. In Enter Server Address, add the IP address or FQDN of a Controller in the site, and select Dis‑
cover
Note:
If using an FQDN, you must have a DNS record that points to the Delivery Controller that
you want to discover.
For XenApp and XenDesktop 7.x sites, Citrix Cloud automatically discovers the XML server
port.
Citrix Cloud tests connectivity to verify that your site is reachable. Discovery might take a few
minutes to complete, depending on the type and size of the site.
7. If a success message appears indicating that the site has been successfully discovered, select
Continue.
In Verify Active Directory Connection, Citrix Cloud displays the domains used with your site and
whether there are Cloud Connectors installed in those domains.
If there are no Cloud Connectors in a domain, users in that domain can’t use Citrix Workspace to access
the applications published there. If you only have one Cloud Connector in your domain, you have two
options:
If you have local users assigned to applications in your site, select Download user list (.csv).
In this step, you specify whether you want to allow external or internal‑only user access to your site
through Citrix Workspace. Internal connectivity requires your users to be on the same network as your
site and VDAs that host your published resources. For external connectivity, you can use your existing
on‑premises Citrix Gateway or you can use the cloud‑hosted Citrix Gateway service.
Select one of the following options in Select connectivity type > Configure Connectivity:
• Add Existing Gateway: Select this option to use your existing Citrix Gateway to provide external
access.
• Citrix Gateway service: Select this option to activate a service trial or to use your existing sub‑
scription with your site.
• Internal Only: Select this option if no other configuration is needed.
1. Select Edit and enter the public URL of the Citrix Gateway.
2. Verify that Citrix Gateway is configured to use your Cloud Connectors as the STA servers, de‑
scribed in CTX232640.
3. Select Test STA and then, when the test is successful, Continue. If the test isn’t successful, refer
to CTX232517 for troubleshooting.
If Citrix Gateway service is selected, but the service isn’t enabled for your Citrix Cloud account as a
service trial or as a purchase, you can select Start a 60‑day trial. Citrix Cloud enables the service as a
trial for you. If the service was enabled at an earlier time, Citrix Cloud detects the service and displays
any remaining trial days.
In this step, you confirm site aggregation, which involves reviewing the XML port, XML servers, Active
Directory domains, and the connectivity type you chose earlier.
Citrix Cloud displays up to five XML servers it can connect to. If you have more than one XML server
in your site but only one is shown, Citrix Cloud displays an alert. To troubleshoot this issue, refer to
CTX232516.
1. In Confirm Site Aggregation, review the XML port, XML servers, Active Directory domains, and
the connectivity type you chose earlier.
2. Select Save and Finish. The Sites page displays your newly added site.
If you want to specify different XML servers, you can then edit your site to change these values after
you select Save and Finish.
After adding your first site, you must enable the Service Integration for Virtual Apps and Desktops
on‑premises sites, which is disabled by default. Subscribers can’t see resources from the site until
you enable it.
1. Navigate to Workspace Configuration > Service Intergrations > Virtual Apps and Desktops
On‑Premises Sites and select the ellipsis to open the site actions menu.
2. Enable the service integration so that subscribers can sign in to their workspaces and see re‑
sources from the site.
If you add Delivery Controllers to your site or change XML ports, you can verify that your site is still
reachable in Citrix Workspace with a rediscovery process.
1. Navigate to Workspace Configuration > Sites, select the ellipsis for the site you want to update,
and then select Edit Site.
2. In Server Address, type the IP address or FQDN of a Delivery Controller in your site and select
Rediscover.
When you add a site to Citrix Workspace, Citrix Cloud automatically detects XML servers in your site
and displays up to five XML servers in your configuration. You can add and remove XML servers as
needed from your site configuration up to the display limit of five XML servers.
1. Navigate to Workspace Configuration > Sites, select the ellipsis for the site you want to update
and select Edit Site.
2. In the XML Servers section, enter the XML server port and select Use SSL if needed.
3. Select a connectivity method:
• Load balanced: This option allows Citrix Cloud to pick a random XML server from the list.
• Failover: This option allows Citrix Cloud to use the listed XML servers in the order that
they appear in the list. Only the first XML service in the list is used for launch unless it
becomes unavailable, then the second server is used. You can reorder the list by dragging
and dropping each server.
4. Select Save Changes.
If you experience an error when adding an XML server, refer to CTX232516 for troubleshooting steps.
If you have VDAs or session hosts in different subnets, you can specify IP ranges with a different con‑
nectivity type for each one. Each IP range can also have a different resource location associated with
it. For example, you might have one IP range for machines in the EU where users connect internally,
one IP range for machines in the EU where users connect through your Citrix Gateway, and one IP
range for machines in the US where users connect through the Citrix Gateway service.
1. Navigate to Workspace Configuration > Sites, select the ellipsis button for the site you want
to update, and select Edit Site.
2. In the Connectivity section, select Add an IP range with a different connectivity option and
enter an IP range in CIDR format.
If you install Cloud Connectors in more domains with Active Directory users in your site, you can check
they’re added to your site configuration in Citrix Workspace.
1. Navigate to Workspace Configuration > Sites, select the ellipsis for the site you want to update,
and then select Edit Site.
2. Under Active Directory, select Refresh.
Disable Sites
If you no longer want to make your on‑premises site available to users in Citrix Workspace, you can
disable it. You can disable an individual on‑premises site or all on‑premises sites you’ve added to
Citrix Workspace.
When sites are disabled, users can’t access the on‑premises applications in those sites through Citrix
Workspace. However, the configuration for those sites is preserved. If you re‑enable a site later on,
the site’s default resource location, domain, XML server, and connectivity settings are kept.
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1. Navigate to Workspace Configuration > Sites, select the ellipsis for the site you want to disable
and then select Disable.
2. A confirmation message appears. Select Disable again.
To disable all sites on the Sites page, disable the workspace service integration for all Virtual Apps and
Desktops on‑premises sites. For instructions, see To disable workspace integration for a service.
To re‑enable an individual on‑premises site or to add another site later on, you must first re‑enable
the workspace service integration for all sites on the Service Integrations page.
If you no longer want your on‑premises site configuration in Citrix Workspace, you can delete the site.
When you delete a site, only the configuration for the site in Citrix Workspace is removed. Citrix Cloud
doesn’t change your site.
To delete a site, navigate to Workspace Configuration > Sites, select the ellipsis for the site you want
to remove, and then select Delete.
With Direct Workload Connection in Citrix Cloud, you can optimize internal traffic to the apps and
desktops in workspaces to make HDX sessions faster. Ordinarily, users on both internal and exter‑
nal networks connect to VDAs through an external gateway. This gateway might be on‑premises in
your organization or provided as a service from Citrix and added to the resource location within Citrix
Cloud. Direct Workload Connection allows internal users to bypass the gateway and connect to the
VDAs directly, reducing latency for internal network traffic.
To set up Direct Workload Connection, you need network locations that correspond to where clients
launch apps and desktops in your environment. Add a public address for each office location where
these clients reside using the Network Location Service (NLS). You have two options for configuring
network locations:
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Network locations correspond to the public IP ranges of the networks that your internal users con‑
nect from, such as your office or branch locations. Citrix Cloud uses public IP addresses to determine
whether networks from which virtual apps or desktops are launched are internal or external to the
company network. If a subscriber connects from the internal network, Citrix Cloud routes the con‑
nection directly to the VDA, bypassing Citrix Gateway. If a subscriber connects externally, Citrix Cloud
routes them through Citrix Gateway, then directs the session traffic through the Citrix Cloud Connec‑
tor to the VDA in the internal network. If Citrix Gateway service is used and the Rendezvous protocol
is enabled, Citrix Cloud routes external users through the Gateway service to the VDA in the internal
network. Roaming clients such as laptops might use either of these network routes, depending on
whether the client is inside or outside the corporate network when the launch occurs.
Important:
If your environment includes Citrix DaaS Standard for Azure alongside on‑premises VDAs, config‑
uring Direct Workload Connection causes launches from the internal network to fail.
Remote Browser Isolation, Citrix Virtual Apps Essentials, and Citrix Virtual Desktops Essentials re‑
source launches always route through the gateway. These launches don’t gain performance improve‑
ments from configuring Direct Workload Connection.
Requirements
Network requirements
• Corporate network and guest Wi‑Fi networks must have separate public IP addresses. If your cor‑
porate and guest networks share public IP addresses, users on the guest network can’t launch
DaaS sessions.
• Use the public IP address ranges of the networks that your internal users connect from. Internal
users on these networks must have a direct connection to the VDAs. Otherwise, launches of
virtual resources fail as Workspace tries to route internal users directly to the VDA, which isn’t
possible.
• Although VDAs are typically located within your on‑premises network, you can also use VDAs
hosted within a public cloud such as Microsoft Azure. Client launches must have a network
route to contact the VDAs without being blocked by a firewall. This requires a VPN tunnel from
your on‑premises network to a virtual network where the VDAs reside.
TLS requirements
TLS 1.2 must be enabled in PowerShell when configuring your network locations. To force PowerShell
to use TLS 1.2, use the following command before using the PowerShell module:
[Net.ServicePointManager]::SecurityProtocol = [Net.SecurityProtocolType]::
Tls12
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Workspace requirements
If your subscribers use Citrix Workspace app for HTML5 to launch apps and desktops, Citrix recom‑
mends that you have TLS configured on the VDAs in your internal network. Configuring your VDAs to
use TLS connections ensures direct launches to VDAs are possible. If VDAs don’t have TLS enabled,
app and desktop launches must be routed through a gateway when subscribers use Citrix Workspace
app for HTML5. Launches using the Desktop Viewer aren’t affected. For more information about se‑
curing direct VDA connections with TLS, see CTX134123 in the Citrix Support Knowledge Center.
Direct Workload Connection configuration through Citrix Cloud involves creating network locations
using the public IP address ranges of each branch location that your internal users connect from.
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1. In the Citrix Cloud console, navigate to Network Locations from the main menu.
2. Select the Add network location button in the top right‑hand corner.
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3. Enter a network location name, public IP address range for the location, and location tags.
4. Repeat these steps for each new network location that you want to add.
1. In the Citrix Cloud console, navigate to Network Locations from the main menu.
2. Select the ellipses next to the network location that you want to modify or remove and then
either:
• Select Edit to modify a network location and then Save your changes to see them in the
network locations page; or
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• Select Delete to remove a network location. You’re asked to confirm this decision before
the network location is deleted. You can’t undo this action.
Instead of using the Citrix Cloud management console interface, you can use a PowerShell script to
configure Direct Workload Connection. Direct Workload Connection configuration with PowerShell
involves the following tasks:
1. Determine the public IP address ranges of each branch location that your internal users connect
from.
2. Download the PowerShell module.
3. Create a secure API client in Citrix Cloud and make a note of the Client ID and secret.
4. Import the PowerShell module and connect to the Network Location Service (NLS) with your
API client details.
5. Create NLS sites for each of your branch locations with the public IP address ranges that you
previously determined. Direct Workload Connection is automatically enabled for any launches
that come from the internal network locations you’ve specified.
6. Launch an app or desktop from a device on your internal network and verify that the connection
goes directly to the VDA, bypassing the Gateway. For more information, see ICA file logging in
this article.
Before you set up your network locations, download the Citrix‑provided PowerShell module
(nls.psm1) from the Citrix GitHub repository. Using this module, you can set up as many network
locations as needed for your VDAs.
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To set up your network locations, you need the following required information:
• Citrix Cloud secure client customer ID, client ID, and client secret. To obtain these values, see
Create a secure client in this article.
• Public IP address ranges for the networks where your internal users are connecting from. For
more information about these public IP address ranges, see Requirements in this article.
4. Enter a name for the client and then select Create Client.
5. Copy the client ID and client secret.
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1. Open a PowerShell command window and navigate to the same directory where you saved the
PowerShell module.
3. Set the required variables with your secure client information from Create a secure client:
• $clientId = "YourSecureClientID"
• $customer = "YourCustomerID"
• $clientSecret = "YourSecureClientSecret"
4. Connect to the Network Location Service with your secure client credentials:
5. Create a network location, replacing the parameter values with the values that correspond to
the internal network where your internal users are directly connecting from:
To specify a single IP address instead of a range, add /32 to the end of the IP address. For exam‑
ple:
Important:
When using the New-NLSSite command, include at least one value for each parameter. If
you run this command without any command‑line arguments, PowerShell prompts you to
enter appropriate values for each parameter, one at a time. When entering values for the -
tags parameter, press ENTER after entering each tag value. When you’re finished entering
tags, press ENTER again to continue to the next parameter. The internal property is a
mandatory Boolean property with possible values: $True or $False that maps to the UI
via PowerShell. For example, (UI)Network Internal -> (PowerShell)–internal
=$True.
When the network location is created successfully, the command window displays the details
of the network location.
6. Repeat Step 5 for all your network locations where users are connecting from.
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7. Run the command Get-NLSSite to return a list of all the sites you’ve configured with NLS and
verify that their details are correct.
1. From a PowerShell command window, list all existing network locations: Get-NLSSite
where [N] is the number corresponding to the location in the list (starting with zero) and "
1.2.3.4/32","4.3.2.1/32" are the comma‑separated IP ranges you want to use. For exam‑
ple, to modify the first listed location, you type the following command:
1. From a PowerShell command window, list all existing network locations: Get-NLSSite
2. To remove all network locations, type Get-NLSSite | Remove-NLSSite
3. To remove specific network locations, type (Get-NLSSite)[N] | Remove-NLSSite, where
[N] is the number corresponding to the location in the list. For example, to remove the first
listed location, you type (Get-NLSSite)[0] | Remove-NLSSite.
To verify that internal launches are accessing VDAs directly, use one of the following methods:
Select Manage > Monitor and then search for a user with an active session. In the Session Details
section of the console, direct VDA connections display as UDP connections while gateway connections
display as TCP connections.
If you don’t see UDP on the DaaS Console then you must enable HDX Adaptive Transport Policy for the
VDAs.
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Enable ICA file logging on the client computer as described in To enable logging of the launch.ica file.
After launching sessions, examine the Address and SSLProxyHost entries in the log file.
For direct VDA connections, the Address property contains the VDA’s IP address and port.
Here’s an example of an ICA file when a client launches an application using the NLS:
1 [Notepad++ Cloud]
2 Address=;10.0.1.54:1494
3 SSLEnable=Off
4 <!--NeedCopy-->
The SSLProxyHost property isn’t present in this file. This property is included only for launches
through a gateway.
Gateway connections
For gateway connections, the Address property contains the Citrix Cloud STA ticket, the SSLEnable
property is set to On, and the SSLProxyHost property contains the gateway’s FQDN and port.
Here’s an example of an ICA file when a client has a connection through the Citrix Gateway service and
launches an application:
Here’s an example of an ICA file when a client has a connection through an on‑premises gateway and
launches an application using an on‑premises gateway that is configured within the resource location:
Note:
On‑premises gateway virtual servers that are used to launch virtual apps and desktops must be
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VPN virtual servers, not NFactor AAA virtual servers. NFactor AAA virtual servers are for user au‑
thentication only and don’t proxy resource HDX and ICA launch traffic.
Example script
The example script includes all commands that you might need to add, modify, and remove the pub‑
lic IP address ranges for your branch locations. However, you don’t need to run all commands to per‑
form any single function. For the script to run, always include the first 10 lines, from Import‑Module
through Connect‑NLS. Afterward, you can include only the commands for the functions you want to
perform.
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Troubleshooting
If VDA sessions are failing to launch, verify you are using public IP address ranges from the correct
network. When configuring your network locations, you must use the public IP address ranges of the
network where your internal users are connecting from to reach the Internet. For more information,
see Requirements in this article.
If VDA sessions launched internally are still being routed through the gateway as if they were external
sessions, verify you are using the correct public IP address that your internal users are connecting from
to reach their workspace. The public IP address listed in the NLS site must correspond to the address
that the client launching the resources uses to access the Internet. To obtain the correct public IP
address for the client, log on to the client machine, visit a search engine, and enter “what is my ip” in
the search bar.
All clients that launch resources within the same office location typically access the Internet using
the same network egress public IP address. These clients must have an internet network route to
the subnets where the VDAs reside, which is not blocked by a firewall. For more information, see
Requirements in this article.
If you experience errors when running cmdlets with the correct parameters on PowerShell Core, verify
that the operation was carried out successfully. For example, if you experience errors when running
the New‑NLSSite cmdlet, run Get-NLSSite to verify that the site was created. Running these cmdlets
on MacOS or Linux platforms using PowerShell Core can result in an error even though the operation
ran successfully.
If you experience this issue when running cmdlets with the correct parameters on a Windows platform
using PowerShell, ensure you’re using the latest version of the PowerShell module. With the latest
version of the PowerShell module, this issue does not occur on Windows platforms.
For troubleshooting help or questions, contact your Citrix sales representative or Citrix Support.
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Service continuity
December 5, 2022
Service continuity allows users to connect to their DaaS apps and desktops during outages, as long
as the user device maintains a network connection to a resource location. Users can connect to DaaS
apps and desktops during outages in Citrix Cloud components or in public and private clouds. Users
can connect directly to the resource location or through the Citrix Gateway Service.
Service continuity improves the visual representation of published resources during outages by using
Progressive Web Apps service worker technology to cache resources in the user interface.
Service continuity uses Workspace connection leases to allow users to access apps and desktops dur‑
ing outages. Workspace connection leases are long‑lived authorization tokens. Workspace connec‑
tion lease files are securely cached on the user device. When a user signs in to Citrix Workspace,
Workspace connection lease files are saved to the user profile for each resource published to the user.
Service continuity lets users access apps and desktops during an outage even if the user has never
launched an app or desktop before. Workspace connection lease files are signed and encrypted and
are associated with the user and the user device. When service continuity is enabled, a Workspace con‑
nection lease allows users to access apps and desktops for seven days by default. You can configure
Workspace connection leases to allow access for up to 30 days.
When users exit Citrix Workspace app, Citrix Workspace app closes but the Workspace connection
leases are retained. Users exit the Citrix Workspace app by right‑clicking its icon in the system tray
or by restarting the user device. You can configure service continuity to delete or retain Workspace
connection leases when users sign out of Citrix Workspace during an outage. By default, Workspace
connection leases are deleted from user devices when users sign out during an outage.
Service continuity is supported for double hop scenarios when Citrix Workspace app is installed on a
virtual desktop.
For an in‑depth technical article about Citrix Cloud resiliency features, including service continuity,
see Citrix Cloud Resiliency.
Note:
The deprecated Citrix DaaS feature called “connection leasing” resembles Workspace connec‑
tion leases in that it improved connection resiliency during outages. Otherwise, that deprecated
feature is unrelated to service continuity.
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To access resources during an outage, users must sign in to Citrix Workspace before the outage occurs.
When you enable service continuity, users must perform the following steps on their devices:
2. Add the Workspace URL for your organization to Citrix Workspace app (for example, https://
example.cloud.com).
When a user signs into Citrix Workspace for the first time, service continuity downloads Workspace
connection leases to the user device.
Downloading Workspace connection leases might take up to 15 minutes for first‑time sign‑in.
When service continuity is enabled, the user experience during an outage varies depending on:
For some outages, users continue accessing their DaaS with no change to their user experience. For
other outages, user might see a change in how Workspace appears or be prompted to take some ac‑
tion.
This table summarizes how service continuity helps users access apps and desktops during different
types of outages.
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Citrix Workspace service Citrix Workspace app Icons for unavailable apps
enumerates apps and and desktops appear
desktops based on local dimmed. Users can still
cache on the user device. access apps and desktops
that have undimmed icons.
After clicking an undimmed
icon, users might be
prompted to reenter their
credentials at the VDA. To
regain access to all their apps
and desktops, users can try to
establish their connection to
Workspace by clicking the
“Reconnect to Workspace”
link.
Identity provider Citrix Workspace app and Users might be unable to sign
enumerates apps and in to Workspace. Users click
desktops based on local the “Use Workspace offline”
cache on the user device. link to access some apps and
desktops in an experience
identical to a Workspace
service outage.
Citrix Cloud Broker Service The High Availability Service Some users might be unable
in the Cloud Connector takes to access virtual resources
over brokering. All VDAs that while VDAs register with the
were registered with the High Availability Service.
Cloud Broker Service register Existing sessions aren’t
with the High Availability affected. No user action
Service. needed.
Secure Ticket Authority Workspace connection leases Sessions launches might take
provide access to virtual a few seconds longer. No user
resources when ICA files can’t. action needed.
Citrix Gateway service Network traffic fails over to Existing sessions might take a
the closest healthy Citrix few seconds to reconnect. No
Gateway service point of user action needed.
presence (POP).
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Citrix Workspace
Internet connection on the Citrix Workspace app Icons for unavailable apps
LAN enumerates apps and and desktops appear
desktops based on local dimmed. Users can still
cache on the user device. If a access apps and desktops
user has a direct network that have undimmed icons.
connection to the resource After clicking an undimmed
location, Citrix Workspace icon, users might be
app bypasses the Citrix prompted to reenter their
Gateway service when the credentials at the VDA. To
user clicks undimmed icons. regain access to all their apps
Citrix Workspace app contacts and desktops, users can try to
the Cloud Connector over TCP establish their connection to
2598 and contacts VDAs over Workspace by clicking the
TCP 2598 or UDP 2598. “Reconnect to Workspace”
link.
During a Citrix Workspace outage, users see this message at the top of the Citrix Workspace home
page: “Unable to connect to some of your resources. Some virtual apps and desktop may still be
available.” Users see apps and desktops that they can connect to during the outage. If the app or
desktop isn’t available, the icon appears dimmed.
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Citrix Workspace
To access available resources during an outage, users select a resource icon that isn’t dimmed. If
prompted, the user then reenters their AD credentials at the VDA before accessing resources.
During an outage in the identity provider for workspace authentication, users might be unable to sign
in to Citrix Workspace through the Workspace sign‑in page. After 40 seconds, this message appears at
the top of the Citrix Workspace home page.
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Citrix Workspace
Afterward, the Citrix Workspace home page appears. Users then access resources as they would dur‑
ing a Citrix Workspace outage.
Regardless of the type of outage, users can continue to access resources if they exit and relaunch Citrix
Workspace app. Users can restart their user devices without losing access to resources.
In the default configuration of service continuity, users lose access to their resources if they sign out
of Citrix Workspace. If you want users to retain access to their resources after signing out, specify that
Workspace connection leases are kept when users sign out. See Configure service continuity.
Depending on how Citrix Workspace app and VDAs are configured, during an outage the VDA might
prompt users to enter their credentials into the Windows Logon user interface. If this prompt occurs,
users enter their Active Directory (AD) credentials or smart card PIN to access the app or desktop. This
step is required when user credentials aren’t passed through during outages. Before accessing an app
or desktop, users must reauthenticate to the VDA.
• Citrix Workspace is configured for single sign‑on during installation by selecting the single sign‑
on box.
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• Citrix Workspace app is configured with domain pass‑through authentication. Users can access
any available resource during a Citrix Workspace outage without entering their credentials. For
information about configuring domain pass‑through authentication for Citrix Workspace app
for Windows, see Configure single sign‑on using the graphical user interface, found in the Au‑
thenticate documentation.
Note
StoreFront isn’t needed to allow single sign‑on to your VDA during an outage.
• Session sharing is enabled. Users can access apps or desktops hosted on the same VDA after
they provide their credentials for one resource on that VDA. Session sharing is configured for
the application group containing the resource on the VDA. For information about configuring
application groups, see Create application groups.
In all other configurations, users are prompted to reenter their AD credentials at the VDA before ac‑
cessing resources.
Site requirements
• Supported in all editions of Citrix DaaS and Citrix DaaS Standard for Azure, when using
Workspace Experience.
• Not supported for Citrix Workspace with site aggregation to on‑premises Virtual Apps and Desk‑
tops.
• Not supported when on‑premises Citrix Gateway is used as an ICA Proxy. (Using Citrix Gateway
as a Workspace authentication method is supported.)
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Citrix Workspace
Note:
For information on installing Citrix Workspace app for Linux, including information about in‑
stalling the app for use with service continuity, see Citrix Workspace app for Linux.
• For users who access their apps and desktops using browsers:
• Only one user per device is supported. Kiosk or “hot desk” user devices aren’t supported.
• Active Directory
• Active Directory plus token
• Azure Active Directory
• Okta
• Citrix Gateway (primary user claim must be from AD)
• SAML 2.0
Authentication limitations
• Single sign‑on with Citrix Federated Authentication Service (FAS) isn’t supported. Users enter
their AD credentials into the Windows Logon user interface on the VDA.
• Single sign‑on to VDA isn’t supported.
• Local mapped accounts aren’t supported.
• VDAs joined to Azure AD aren’t supported. All VDAs must be joined to an AD domain.
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• 4 vCPU or more
• 4 GB memory or more
Make sure script execution is enabled by setting the Execution Policy to remotedSigned value appro‑
priate for your environment.
Other script execution privileges can also work, like Default or AllSigned.
If you configure connection to your resource location from outside your LAN, the Workspace app on
user devices must be able to reach the Citrix Gateway Service FQDN, https://*.g.nssvc.net. En‑
sure that your firewall is configured to allow outgoing traffic to https://global-s.g.nssvc.net
:433, so that user devices can connect to the Citrix Gateway Service at all times.
• VDA 7.15 LTSR or any current release that hasn’t reached end of life are supported.
• VDAs joined to Azure AD aren’t supported. All VDAs must be joined to an AD domain.
• VDAs must be online for users to access VDA resources during an outage. VDA resources aren’t
available when the VDA is affected by outages in:
– AWS
– Azure
– Cloud Delivery Controller, unless Autoscale is enabled for the delivery group delivering the
resource
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Citrix Workspace
Note:
If you’re using Citrix Hypervisor or vSphere with Autoscale, then power management is available
even during Cloud Delivery Controller outages.
For more information about available VDA functions during outages, see VDA management during
outages.
If app protection policies are enabled for an app or desktop, the icon for that app or desktop doesn’t
appear in the Citrix Workspace home page during outages. Users can’t access these resources during
outages.
For more information about app protection policies, see App protection.
The Windows Logon user interface that prompts users to reauthenticate on the VDA does not support
local keyboard language mapping. To allow users to reauthenticate during an outage if they have
local keyboard language mapping on their devices, preload the keyboard layouts these users require.
Warning:
Editing the registry incorrectly can cause serious problems that might require you to reinstall
your operating system. Citrix can’t guarantee that problems resulting from the incorrect use of
the Registry Editor can be solved. Use the Registry Editor at your own risk. Be sure to back up
the registry before you edit it.
HKEY_USERS\.DEFAULT\Keyboard Layout\Preload
The corresponding language pack in the virtual desktop image must be installed.
For a list of keyboard identifiers associated with keyboard languages, see Keyboard Identifiers and
Input Method Editors for Windows.
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You can configure your resource location to accept connections from inside your LAN, outside your
LAN, or both.
Configure your Citrix Cloud Connector and VDA firewalls to accept connections over Common Gateway
Protocol (CGP) TCP port 2598. This configuration is the default setting.
Configure for connections both from outside and inside your LAN
Replace resourceLocation GUID with the global unique identifier of the resource location.
This command allows direct connections to the Citrix Cloud Connector FQDN over TCP 2598 during
outages. If that connection fails Gateway Service is used as fallback. Allow internal users to bypass
the gateway and connect directly to the resource location reduces latency internal network traffic.
Note:
This PowerShell command is similar to Direct Workload Connection in that it optimizes connec‑
tivity to workspaces by allowing internal users to bypass the gateway and connect to VDAs di‑
rectly. When service continuity is enabled, Direct Workload Connection is not available during
outages.
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1. From the Citrix Cloud menu, go to Workspace Configuration > Service continutity.
2. Set Connection leasing for the Workspace to Enable.
3. Set Connection lease period to the number of days a Workspace connection lease can be used
to maintain a connection. The Workspace connection lease period applies to all Workspace
connection leases through your site. The Workspace connection lease period starts the first time
a user signs in to the Citrix Cloud Workspace store. Workspace connection leases are refreshed
each time the user signs in, up to once a day. The Workspace connection lease period can be
from one day to 30 days. The default is seven days.
4. Click Save.
When you enable service continuity, it is enabled for all delivery groups in your site. To disable service
continuity for a delivery group, use the following PowerShell command:
By default, Workspace connection leases are deleted from the user device if the user signs out of Citrix
Workspace during an outage. If you want Workspace connection leases to remain on user devices after
users sign out, use the following PowerShell command:
Note:
Workspace connection leases can’t be set to remain on user devices after users sign out for users
connecting with Citrix Workspace app for Mac. Citrix Workspace for Mac is unable to read the
value of the DeleteResourceLeaseOnLogOff property.
If there’s no outage, users access virtual apps and desktops using ICA files. Citrix Workspace generates
a unique ICA file each time a user selects a virtual app or desktop icon. Each ICA file contains a Secure
Ticket Authority (STA) ticket and a logon ticket that can be redeemed only once to gain authorized
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Citrix Workspace
access to virtual resources. The tickets in each ICA file expire after about 90 seconds. After the ticket in
an ICA file is used or expires, the user needs another ICA file from Citrix Workspace to access resources.
When service continuity isn’t enabled, outages can prevent users from accessing resources if Citrix
Workspace can’t generate an ICA file.
Citrix Workspace generates ICA files when users launch virtual apps and desktops regardless of
whether service continuity is enabled. When service continuity is enabled, Citrix Workspace also gen‑
erates the unique set of files that make up a Workspace connection lease. Unlike ICA files, Workspace
connection lease files are generated when the user signs into Citrix Workspace, not when the user
launches the resource. When a user signs in to Citrix Workspace, connection lease files are generated
for every resource published to that user. Workspace connection leases contain information that
gives the user access to virtual resources. If an outage prevents a user from signing in to Citrix
Workspace or accessing resources using an ICA file, the connection lease provides authorized access
to the resource.
When users click an icon for an app or desktop during an outage, the Citrix Workspace app finds the
corresponding Workspace connection lease on the user device. Citrix Workspace app then opens a
connection. If connectivity to the resource location that hosts the app or desktop is configured to
accept connections from outside your LAN, a connection opens to Citrix Gateway Service. If you con‑
figure connectivity to the resource location that hosts the app or desktop to accept connections from
inside your LAN only, a connection opens to the Cloud Connector.
When the Citrix Cloud broker is online, the Cloud Connector uses the Citrix Cloud broker to resolve
which VDA is available. When the Citrix Cloud broker is offline, the secondary broker for the Cloud
Connector (also known as the High Availability service) listens for and processes connection requests.
Users who are connected when an outage occurs can continue working uninterrupted. Reconnections
and new connections experience minimal connection delays. This functionality is similar to Local Host
Cache, but does not require an on‑premises StoreFront.
When a user launches a session during an outage, this window appears indicating that Workspace
connection leases were used for the session launch:
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Citrix Workspace
After the user has finished signing into the session, these properties appear in the Workspace Connec‑
tion Center:
The launch mode property provides information about the Workspace connection leases used to
launch the session.
On devices running Citrix Workspace app for Mac, Citrix Viewer displays information showing that
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Citrix Workspace
All sensitive information in the Workspace connection lease files is encrypted with the AES‑256 ci‑
pher. Workspace connection leases are bound to a public/private key pair uniquely associated with
the specific client device and can’t be used on a different device. A built‑in cryptographic mechanism
enforces use of the unique key pair on each device.
The security architecture of service continuity is built on public‑key cryptography, similarly to a pub‑
lic key infrastructure (PKI), but without certificate chains and certificate authorities. Instead, all the
components establish transitive trust by relying on a new Citrix Cloud service called the root of trust
that acts like a certificate authority.
If a user device is lost or stolen, or a user account is closed or compromised, you can block Workspace
connection leases. When you block Workspace connection leases associated with a user, the user
can’t connect to resources. Citrix Cloud no longer generates or synchronizes Workspace connection
leases for the user.
When you block Workspace connection leases associated with a user account, you block connections
to that account on all devices associated with it. You can block Workspace connection leases for a
user or for all users in a user group.
To revoke Workspace connection leases for a single user or user group, use this PowerShell command:
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Citrix Workspace
Replace username with the user associated with the account you want to block from connecting.
Replace username with a user group to block connection from all accounts in the user group. Replace
Days with the number of days connections are blocked.
For example, to block connections for xd.local/user1 for the next 7 days, type:
To view the time period for which Workspace connection leases are revoked, use this PowerShell com‑
mand:
Replace username with the user or user group you want to view the time period for.
For example, to view the time period for which Workspace connection leases are revoked for
xd.local/user1, type:
1 FullName :
2 Name : XD\user2
3 UPN :
4 Sid : S-1-5-21-nnnnnn
5 LeaseRevocationDays : 2
6 LeaseRevocationDateTimeInUtc : 2020-12-17T17:34:25Z
7 LastUpdateDateTimeInUtc : 2020-12-19T17:34:25Z
From this output, you can see that user xd.local/user2 has Workspace connection leases revoked for
two days, from December 17, 2020, through December 19, 2020, at 17:34:25 UTC on each day.
To allow a user account that has Workspace connection leases revoked to receive connection again,
remove the block using this PowerShell command:
Replace username with the blocked user or user group you want to receive connection. To allow all
blocked user account to receive connections, leave out the Name option.
Service continuity can allow users to access virtual resources during outages in double hop scenarios
if they’re signed in to Citrix Workspace before the outage occurs. In a double hop scenario, a physical
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user device connects to a virtual desktop that has Citrix Workspace app installed. The virtual desktop
then connects to another virtual resource.
In the double hop scenario, service continuity can allow users to access virtual resources during an
outage regardless of the type of virtual desktop. If the virtual desktop retains user changes, service
continuity can also provide access to virtual resources during outages that occur while the user isn’t
signed in.
Service continuity treats the physical user device and the virtual device in a double hop scenario as
individual client endpoints. Each device has its own set of Workspace connection leases. When a user
signs in to Citrix Workspace on a physical device, Workspace connection lease files are downloaded
and saved to the user profile on the physical device. The user then accesses a virtual desktop and signs
in to Citrix Workspace on the virtual desktop. At this point, a different set of Workspace connection
leases is downloaded and saved the user profile on the virtual desktop. Workspace connection lease
files are associated with the device they’re downloaded to. Workspace connection lease files can’t be
copied to another device and reused, even by the same user. Thus, service continuity can’t provide
access to resources during outages that occur after the session ends if the virtual desktop discards
changes made during a user session. For this type of virtual desktop, Workspace connection leases
are among the changes discarded.
Here’s how service continuity works in double hop scenarios with each type of supported virtual desk‑
top.
Hosted shared desktops If the outage occurs while the user is signed in
to the virtual desktop.
Random non‑persistent desktops (pooled VDI If the outage occurs while the user is signed in
desktop) to the virtual desktop.
Static non‑persistent desktops If the virtual desktop hasn’t restarted since the
user last logged in.
Static persistent desktops Anytime an outage occurs.
Service continuity uses the Local Host Cache function within the Citrix Cloud Connector. Local Host
Cache allows connection brokering to continue on a site when the connection between the Cloud
Delivery Controller and the Cloud Connector fails. Because service continuity relies on Local Host
Cache, it shares some limitations with Local Host Cache.
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Citrix Workspace
Note:
Although service continuity uses Local Host Cache within the Cloud Connector, unlike Local Host
Cache, service continuity isn’t supported with on‑premises StoreFront.
If your site uses Citrix Hypervisor or vSphere, Citrix Host Service can provide hypervisor credentials
to Cloud Connector. If your site uses any other hypervisor, such as VMs stored in Azure, Citrix Host
Service can’t provide hypervisor credentials to the Cloud Connector. This means:
• If your site uses Citrix Hypervisor or vSphere: The Cloud Connector can perform power manage‑
ment operations, including the Pooled VDI case, during an outage.
• If your site uses any other hypervisor: During an outage, all machines are in the unknown power
state and no power operations can be issued. However, VMs on the host that are powered‑on
can be used for connection requests.
By default, power‑managed desktop VDAs in pooled delivery groups that have the Shutdown‑
DesktopsAfterUse property enabled are placed into maintenance mode when an outage in the
Citrix‑managed broker occurs. You can change this setting to allow those desktops to be used during
an outage. However, power management is only available during an outage if you’re using Autoscale
with Citrix Hypervisor or vSphere. If those desktops are used during on outage, they might contain
data from the previous user because they haven’t been restarted.
An assigned machine can be used only if the assignment occurred during normal operations. New
assignments cannot be made during an outage.
Automatic enrollment and configuration of Remote PC Access machines isn’t possible. However, ma‑
chines that were enrolled and configured during normal operation are usable.
Server‑hosted applications and desktop users might use more sessions than their configured session
limits, if the resources are in different zones.
Unlike Local Host Cache, service continuity can launch apps and desktops from registered VDAs in dif‑
ferent zones, providing the resource is published in more than one zone. Citrix Workspace app might
take longer to find a healthy zone as it cycles sequentially through all the zones in the Workspace
connection lease.
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• Download Workspace connection leases to the user device. Workspace connection leases are
generated and synced with the Citrix Workspace app.
• Launch virtual desktops and apps using Workspace connection leases.
You can view Workspace connection leases at this location on the user device.
On Windows devices:
C:\Users\Username\AppData\Local\Citrix\SelfService\ConnectionLeases\Store
GUID\User GUID\leases
On Mac devices:
On Linux:
$HOME/.ICAClient/cache/ConnectionLease
Workspace connection leases are generated when the Citrix Workspace app connects to the
Workspace store. View registry key values on the user device to determine whether the Citrix
Workspace app has successfully contacted the Workspace connection lease service in Citrix Cloud.
HKCU\Software\Citrix\Dazzle\Sites\store-xxxx
If these values appear in the registry key, the Citrix Workspace app contacted or attempted to contact
the Workspace connection lease service:
• leaseLastCallHomeTime
• leaseLastSyncStatus
If the Citrix Workspace app tried unsuccessfully to contact the Workspace connection lease service,
leaseLastCallHomeTime shows an error with an invalid time stamp:
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When a service continuity error occurs on the user device, an error code appears in the error message.
Common errors include:
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Access selfservice.txt
To access the selfservice.txt file for self‑service troubleshooting, perform the following steps:
[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Citrix\Dazzle]
“Tracing”=”True”
“AuxTracing”=”True”
“DefaultTracingConfiguration”=”global all ‑detail”
“ConnectionLeasingEnabled”=”True”
[HKEY_CURRENT_USER\Software\Citrix\Dazzle]
“RemoteDebuggingPort”=”8088”
Extensions for Google Chrome and Microsoft Edge make service continuity available to Windows
users who access their apps and desktops using those browsers. The extensions are called a Citrix
Workspace Web extension and are available at the Chrome web store and the Microsoft Edge Add‑on
website.
These browser extensions require a native Citrix Workspace app on the user device to support service
continuity. These versions are supported:
• Citrix Workspace app 2109 for Windows at a minimum. Supported with Google Chrome and
Microsoft Edge.
• Citrix Workspace app for Mac version 2112 at a minimum. Supported with Google Chrome.
• Citrix Workspace app for Mac version 2206 at a minimum for use with Safari browser.
The native Workspace app communicates with the Citrix Workspace Web extension using the native
messaging host protocol for browser extensions. Together, the native Workspace app and the
Workspace Web extension use Workspace connection leases to give browser users access to their
apps and desktops during outages.
This video shows how to install and use service continuity in browser.
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Citrix Workspace
To use service continuity in a browser, users must perform the following steps on their devices:
1. Download and install a version of Citrix Workspace app that is supported for browser users.
2. Download and install the Citrix Workspace Web extension for Chrome or Edge.
When users click their apps or desktops, the app or desktop opens without users being prompted to
open the Citrix Workspace launcher.
Users can access their apps and desktops from a browser during outages, as long as the user device
maintains a network connection to a resource location.
If an outage occurs while the user is logged in to Workspace through a browser, this message appears
near the top of the browser window:
Users can access apps and desktops that are available offline by clicking any icon that is not dimmed.
Users can also try to get back online by clicking Reconnect to Workspace.
When an outage prevents users from logging in to Workspace through a browser, the user is prompted
work offline or try logging in again. To access available apps and desktops offline, users click Use
Workspace Offline.
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Citrix Workspace
If an outage prevents users from logging in to the Workspace after navigating to the Workspace URL,
the window appears after a specified timeout interval. By default, the window appears 30 seconds
after the user navigates to the Workspace URL. You can set this value to 15, 30, 45 or 60 seconds. You
can also disable the login timeout. If the login timeout is disabled, the window prompting users to
work offline appears when the user navigates to the Workspace URL.
To configure the login timeout setting, click the extension icon in the browser on the user device. Use
the window that appears to enable or disable login timeout and set the timeout duration:
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Citrix Workspace
An outage might prevent the user from logging in if the browser has been redirected to a third‑party
identity provider authentication site. In this case, the user can type the Workspace URL into the
browser, which causes the window prompting users to work offline to appear. The user doesn’t have
to wait through the login timeout interval for the window to appears.
Users can also access apps and desktops available during an outage this way:
2. In the window that appears, click the button under Work Offline. This button says Go to and
then the name of your Workspace store.
During some outages, the warning window prompting users to work offline appears automatically
when the extension detects Workspace‑side issues. The user doesn’t need to take any action or wait
through the login timeout interval.
Browser limitations
If users clear cookies and other site data in their browsers during an outage, service continuity doesn’t
work until they authenticate to Workspace again.
Unless the user enables the extension to work in incognito mode, service continuity isn’t supported
in incognito mode.
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Citrix Workspace
In the Advanced menu of the Citrix Workspace browser app account settings, ensure the current
method for app and desktop launch preference is set to Use Citix Workspace App. If this option
is set to Use Web Browser, service continuity isn’t supported in the browser.
Ensure that the extension icon in the browser appears green after the browser loads the Workspace
URL.
To download logs, click the extension icon in the browser. Then click Download Logs.
Citrix Federated Authentication Service (FAS) supports single sign‑on (SSO) to DaaS in Citrix
Workspace. FAS is typically adopted if you’re using one of the following identity providers for Citrix
Workspace authentication:
With FAS, subscribers enter their credentials only once to access their DaaS apps and desktops.
FAS isn’t needed for SSO to DaaS if you’re using Active Directory (AD), AD plus Token, or specific config‑
urations of Citrix Gateway. For more information on configuring Citrix Gateway, visit Create an OAuth
IdP policy on the on‑premises Citrix Gateway.
FAS servers
Within each resource location, you can connect multiple FAS servers to Citrix Cloud for load balancing
and failover purposes.
In both scenarios, subscribers signing in to their workspaces through a federated identity provider
enter their credentials only once to access apps and desktops.
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If your resource locations contain varied infrastructure (for example, different resource locations con‑
tain different AD forests), deploy FAS servers to the resource location where your VDAs are. SSO is
active only in resource locations where one or more FAS servers are connected.
If you have network connectivity between your resource locations and they contain similar infrastruc‑
ture, you can connect your FAS servers with multiple resource locations. SSO is active for workspace
subscribers who connect to apps and desktops in those resource locations. In this scenario, there’s
no need to connect separate FAS servers to each resource location.
When subscribers launch a virtual app or desktop, Citrix Cloud selects a FAS server in the same re‑
source location as the app or desktop that is being launched. Citrix Cloud contacts the selected FAS
server to obtain a ticket that grants access to a user certificate stored on the FAS server. To authenti‑
cate the subscriber, the VDA connects to the FAS server and presents the ticket.
You can use the same FAS server for both on‑premises and Citrix Cloud with proper rule configuration.
When using FAS servers with multiple resource locations, FAS servers in one resource location can
provide failover to FAS servers in other resource locations. When you add FAS servers to other resource
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locations, you designate each server as primary or secondary. When subscribers launch a virtual app
or desktop, Citrix Cloud uses this designation in the following manner to select a FAS server:
• FAS servers that are designated as primary in the given resource location are considered first.
• If no primary servers are available, FAS servers that are designated as secondary are considered.
• If no secondary servers are available, the launch continues but single sign‑on doesn’t occur.
Video overview
For an overview of the Federated Authentication Service for Citrix Workspace, view this Tech Insight
video:
Requirements
Connectivity requirements
Use the FAS administration console to connect a FAS server to Citrix Cloud. You can use this console to
configure a local or remote FAS server. To enable SSO for workspaces with FAS, the FAS administration
console and FAS service access the following addresses using the console user’s account and Network
Service account, respectively.
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If your environment includes proxy servers, configure the user proxy with the addresses for the FAS
administration console. Also, ensure that the address for the Network Service Account is configured
as appropriate for your environment.
The requirements in this section apply to all FAS servers that you plan to connect with Citrix Cloud.
Complete system requirements for the FAS server are described in the System Requirements section
of the FAS product documentation.
FAS servers in your on‑premises Citrix Virtual Apps and Desktops environment must have Federated
Authentication Service 2003 (Version 10.1) or later installed.
If your existing FAS server is older than Version 10, you can download the latest FAS software from Cit‑
rix and upgrade the server in‑place before creating this connection. When you create the connection,
you select the resource location for your FAS server. SSO is active for subscribers only in the resource
locations where FAS servers are present.
For more information about upgrading an existing FAS server, see Install and configure in the FAS prod‑
uct documentation. The same FAS server can be used for Workspace and on‑premises deployments.
Citrix Workspace
You must have Citrix DaaS provisioned and enabled in Workspace. By default, the DaaS is enabled in
Workspace Configuration after you subscribe to the service. However, the service requires that you
deploy Citrix Cloud Connectors to allow Citrix Cloud to communicate with your on‑premises environ‑
ment.
Cloud Connectors
Citrix Cloud Connectors enable communication between your resource location (where the VDAs are)
and Citrix Cloud. Deploy at least two Cloud Connectors to ensure high availability. The servers on
which you install the Cloud Connector software must meet the following requirements:
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For more information about deploying Cloud Connectors, refer to the following articles:
Setup overview
1. If you’re deploying new FAS servers, review the Requirements and follow the instructions in
Install and configure FAS in this article.
2. Connect your FAS server to Citrix Cloud as described in Connect a FAS server to Citrix Cloud in
this article. Completing this task connects your FAS server to a single resource location.
3. If you plan to connect your FAS server to multiple resource locations, follow the instructions in
Add a FAS server to multiple resource locations in this article.
Follow the FAS installation and configuration process described in the FAS product documentation.
The configuration steps for StoreFront and the Delivery Controller aren’t required.
Tip:
You can also download the Federated Authentication Service installer from the Citrix Cloud con‑
sole:
Use the FAS administration console to connect your FAS server to Citrix Cloud as described in Install
and configure in the FAS product documentation.
After you complete the Connect to Citrix Cloud configuration step, Citrix Cloud registers the FAS
server and displays it on the Resource Locations page in your Citrix Cloud account.
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If you already have the Resource Locations page loaded in your browser, refresh the page to display
the registered FAS server.
1. From the Citrix Cloud menu, select Resource Locations and then select the FAS Servers tab.
2. Locate the FAS server you want to manage, click the ellipsis (…) at the right side of the entry,
and then select Manage Server.
3. Select Add to a resource location and then select the resource locations that you want.
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4. Select Primary or Secondary for the FAS server’s failover priority in each selected resource
location.
5. Select Save Changes.
To view the added FAS server, select Resource Locations from the Citrix Cloud menu and then select
the FAS Servers tab. A list of all FAS servers for all connected resource locations appears. To display
FAS servers for a specific resource location, select the resource location from the drop‑down list.
1. From the Resource Locations page, select the FAS Servers tile for the resource location you
want to manage.
2. Select the FAS Servers tab.
3. Locate the FAS server you want to manage, click the ellipsis at the right side of the entry, and
then select Manage server.
4. Locate the resource location with the priority you want to change and select the new priority
from the drop‑down list.
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1. From the Citrix Cloud menu, select Workspace Configuration and then select Authentication.
2. Click Enable FAS. This change might take up to five minutes to be applied to subscriber ses‑
sions.
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Afterward, the Federated Authentication Service is active for all virtual app and desktop launches from
Citrix Workspace.
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When subscribers sign in to their workspace and launch a virtual app or desktop in the same resource
location as the FAS server, the app or desktop starts without prompting for credentials.
Note:
If all FAS servers in a resource location are down or in maintenance mode, application launches
succeed, but single sign‑on isn’t active. Subscribers are prompted for their AD credentials to
access each application or desktop.
1. From the Resource Locations page, select the FAS Servers tile for the resource location you
want to manage.
2. Select the FAS Servers tab.
3. Locate the FAS server you want to manage, click the ellipsis at the right side of the entry, and
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4. On the FAS administration console (on your on‑premises FAS server), in Connect to Citrix
Cloud, select Disconnect. Alternatively, you can uninstall FAS.
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Troubleshooting
If the FAS server isn’t available, a warning message appears on the FAS Servers page.
To diagnose the problem, open the FAS administration console on your on‑premises FAS server and
inspect the status. For example, the FAS server isn’t present in the FAS server GPO:
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If the FAS administration console indicates that the server is operating properly, but there are still VDA
logon problems, consult the FAS Troubleshooting Guide.
Optimize workflows
April 4, 2022
Simplify valuable workflows with Citrix Workspace, harnessing microapp technology with out‑of‑the‑
box templates available today. These use cases give employees a consistent and modern experience
independent of the legacy systems they leverage, providing a simplified and effective way to perform
important departmental workflows.
With Citrix Workspace, companies can provide a consistent work experience on any device, enabling
employees to quickly find the IT resources that they need, when they need them. Leveraging a new
portfolio of employee engagement and self‑service microapps within the workspace, organizations
can reduce time spent by employees on IT tasks, improve overall employee NPS for IT services, and
consistently communicate and share relevant information with employees.
This starter pack is our guide for IT admins leveraging Citrix Workspace to improve employee experi‑
ence and offers easy tools provided by Citrix to engage employees, monitor usage and feedback and
measure the ROI of investing in a best class digital experience as you roll out Workspace to employees.
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Citrix Workspace
Integration options include Citrix Cloud admin status, Citrix DaaS self‑service apps, employee broad‑
cast, FAQ and surveys to measure engagement, get feedback and understand employee satisfaction
with Citrix Workspace.
IT Self‑service
IT Self‑service workflows enable employees to quickly find the IT resources that they need, when they
need them. Leveraging this new portfolio of IT Self‑service microapps within the workspace, organiza‑
tions can reduce time spent by employees on IT tasks, improve overall employee NPS for IT services,
and reduce IT case volume.
This use case is available through the Microapps service via our out‑of‑the‑box template integrations
with:
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HR Self‑service
It is more essential than ever that businesses rethink their people strategies, placing new emphasis
on delivering a best‑in‑class employee experience that differentiates and elevates the business. Us‑
ing this new portfolio of HR self‑service microapps within the workspace, organizations can improve
process efficiency, time savings and reduce HR case volume.
This use case is available through the Microapps service via our out‑of‑the‑box template integrations
with:
• Workday integration: Create PTO Request microapp and PTO Balance microapp
• SAP SuccessFactors: Directory microapp and Learning microapp
• Kronos Workforce Central: Request Time Off microapp and My Accrual Balance microapp
Sales Productivity
Your Sales teams are critical to your organization. Empower them to spend more time driving busi‑
ness, and less time searching for information and inputting notes across multiple systems. Using the
new Sales Productivity microapps within the workspace, organizations can accelerate time‑to‑close
through greater account insights, increase visibility of sales exceptions and process delays, and re‑
duce time spent on administrative tasks. Simplify workflows like lead creation, opportunity conver‑
sion, and task management.
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This use case is available through the Microapps service via our out‑of‑the‑box template integrations
with:
• Salesforce integration: Create Lead, Create Contact, Create Contract, Create Opportunity, Cre‑
ate Task, Contracts, and Opportunities microapps
• MS Dynamics CRM integration: Create Lead, Create Contact, Create Opportunity, Create Task,
and Opportunities microapps
Employee Well‑being
Deliver a workspace that integrates well‑being into the way people like to work. There’s no doubt that
employees can benefit from well‑being tools that help them manage the stress and complexities of the
workday. The challenge is getting those tools to employees without adding yet another item to their
to‑do list. Teams can use Citrix Workspace technology to improve the overall employee experience by
delivering well‑being tools and resources within an intelligent feed.
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This use case is available through the Microapps service via our out‑of‑the‑box template integrations
with Citrix Podio. Available microapps include:
• Broadcast microapps – Customize and send a dynamic message to employees’ intelligent feeds.
• FAQ microapp – Compile a list of FAQs or table of information, communicated and expandable
within employees’ intelligent feeds.
Video resources
IT Self‑service
February 8, 2021
Both end users and IT service desks experience frustration due to recurring and minor IT tickets and
incidents. Organizations are facing increasingly costly and inefficient IT caseloads due to the wide
variety of tools and technologies that employees need. Meanwhile employees simply want to be able
to resolve their incidents as quickly as possible to maintain their productivity.
With Citrix Workspace, companies can provide a consistent work experience on any device. This en‑
ables employees to quickly find the IT resources that they need, when they need them. Leveraging a
new portfolio of IT self‑service microapps within the workspace, organizations can reduce time spent
by employees on IT tasks, improve overall employee NPS for IT services, and reduce IT case volume.
Citrix Workspace is unique in its ability to offer an indistinguishable experience to users regardless
of location or device. It’s always the same, ensuring that employees remain productive and secure.
To help you get started, we have identified specific IT self‑service workflows that results in improved
employee productivity and employee satisfaction.
Workflows
This use case is available through the Microapps service via our out‑of‑the‑box template integrations
with ServiceNow, Zendesk, and JIRA and addresses these workflows:
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Incident Ownership ‑ Maintain employee productivity with a notification when an incident is as‑
signed.
Incident Updates – Decreased time to resolution through notifications with updated information.
My Open Incidents – Easily find open incidents that you request, report, or are assigned to.
You can use this use case with any of these integrations.
ServiceNow
Set up the ServiceNow integration to get started. Manage subscribers for these microapps to enable
the workflow:
• Enable Incidents microapp to search incidents, view their details, add comments, and update
them.
Zendesk
Set up the Zendesk integration to get started. Manage subscribers for these microapps to enable the
workflow:
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Jira
Set up the Jira integration to get started. Manage subscribers for these microapps to enable the work‑
flow:
• Enable Create Ticket microapp to create a new Jira ticket with details.
• Enable Tickets microapp to view tickets, add comments, create subtasks, and change status
and assignee.
Video resource
HR Self‑service
Today’s workers remain plagued by endless stacks of apps and logins. They spend the equivalent of a
full workday each week searching systems and hunting down information, and fail to take advantage
of available company benefits.
It is more essential than ever that businesses rethink their people strategies by placing new emphasis
on delivering a best‑in‑class employee experience that differentiates and elevates the business. Lever‑
aging a new portfolio of HR self‑service microapps within the workspace, organizations can improve
process efficiency, time savings, and reduce HR case volume.
Citrix Workspace is unique in its ability to offer an indistinguishable experience to users regardless of
location or device. It’s always the same, ensuring that employees remain productive and secure. To
help you get started, we have identified specific HR self‑service workflows that results in improved
process efficiency, time savings, and reduced HR case volume.
Workflows
This use case is available through the Microapps service via our out‑of‑the‑box template integrations
with Workday and SAP SuccessFactors and addresses these workflows.
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Users – Provides a table view of users with search functionality and a link to user details.
Courses ‑ Provides a list of available courses with a link to learning item details.
Scheduled Offering Detail – Detailed view of a scheduled offering with a list of instructors and an
option to register for the offering.
This use case requires these integrations and the following microapps.
Workday
Set up the Workday integration to get started. Manage subscribers for these microapps to enable the
workflow:
• Enable Create PTO Request microapp to submit a paid time‑off (PTO) request.
• Enable PTO Balance microapp to view a personalized list of remaining time‑off days.
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SAP SuccessFactors
Set up the SAP SuccessFactors integration to get started. Manage subscribers for these microapps to
enable the workflow:
• Enable Directory microapp to search, view, and edit employees with corresponding details.
• Enable Learning microapp to search, view, share, and register available learning courses.
Set up the Kronos Workforce Central integration to get started. Manage subscribers for these mi‑
croapps to enable the workflow:
• Enable Request Time Off microapp to submit an application for time off.
• Enable My Accrual Balance microapp to view accrual balance for different days instantly.
Video resource
Sales Productivity
Workflow
This use case is available through the Microapps service via our out‑of‑the‑box template integrations
with Salesforce and MS Dynamics CRM, and addresses these workflows:
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Contract Approvals – Reduce time to close by receiving updates and submitting needed edits.
You can use this use case with any of these integrations.
SalesForce
Set up the SalesForce integration to get started. Manage subscribers for these microapps to enable
the workflow:
• Enable Opportunity Assigned To You (New) notification for a user to receive a notification
when a new opportunity is assigned to the user
• Enable Account Assigned to You (New) notification for a user to receive a notification when a
new account is assigned to the user
MS Dynamics CRM
Set up the MS Dynamics CRM to get started. Manage subscribers for these microapps to enable the
workflow:
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• Enable Opportunity Assigned To You (New) notification for a user to receive a notification
when a new opportunity is assigned to the user
• Enable Account Assigned to You (New) notification for a user to receive a notification when a
new account is assigned to the user
Video Resource
Check out this video for a video on Workspace for Sales Teams:
Employee Well‑being
February 9, 2021
Deliver a workspace that integrates well‑being into the way people like to work. There’s no doubt that
employees can benefit from well‑being tools that help them manage the stress and complexities of the
workday. The challenge is getting those tools to employees without adding yet another item to their
to‑do list. Teams can use Citrix Workspace technology to improve the overall employee experience by
delivering well‑being tools and resources within an intelligent feed.
Workflow
This solution is available through the Microapps service using our out‑of‑the‑box template integra‑
tions with Citrix Podio. This can also act as a system of record across Citrix Workspace use cases,
including employee well‑being:
Employee Resources – Surface relevant content and FAQs to support employees with our FAQs mi‑
croapp.
Good News – Increase employee morale by sharing positivity across your organization with our Broad‑
cast microapps.
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Our Citrix Podio integration template provides these out‑of‑the‑box microapps. Set up the Citrix Podio
integration to get started. Manage subscribers for these microapps to enable the workflow:
Broadcast app – Customize and send a dynamic message to employees’ intelligent feeds.
• Enable Manage Broadcast microapp for administrators to view and update all created broad‑
casts.
FAQs app – Compile a list of FAQS or table of information, communicated and expandable within
employees’ intelligent feeds.
• Enable FAQs microapp to list of commonly asked questions and answers and view details.
Check out the Employee Well‑Being App Pack for more inspirational ideas.
Besides these Citrix well‑being microapps, the Workspace experience is open for you to integrate your
own well‑being vendor and platform to surface as quick actions where work gets done. Applications
can be customized to suit your organization’s needs and unique processes. Advanced workflow au‑
tomation capabilities are available to trigger custom email updates, approvals, and intelligent work‑
flows on top of the actions and feed cards in Workspace.
Video resource
Check out this video for a demo of how Citrix Workspace can be infused with the employee well‑being
use case via Citrix Podio:
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© 2022 Cloud Software Group, Inc. All rights reserved. Citrix, the Citrix logo, and other marks appearing herein are
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