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GUIDE

Migrating from Citrix to Azure Virtual Desktop with Nerdio

Introduction

As organizations strive to modernize their IT infrastructure and reduce costs, many are considering migrating from Citrix to Azure Virtual Desktop (AVD) with Nerdio. This guide covers the essential aspects of this migration, including motivations, licensing differences, architectural comparisons, image management, migration methods, connectivity options, and additional considerations.

Why are organizations moving from Citrix to Azure Virtual Desktop + Nerdio?

Several factors drive organizations to transition from Citrix to AVD with Nerdio: 

  1. Cost efficiency: AVD offers more flexibility, lower licensing costs, and simplified pricing models compared to Citrix, reducing the total cost of ownership. 
  2. Integration with the Microsoft ecosystem: AVD is a Microsoft product that seamlessly integrates with other Microsoft services, such as Entra ID, Microsoft 365, and security tools, providing a more cohesive experience.
  3. Simplified management: Nerdio enhances AVD by offering powerful management tools that simplify deployment, scaling, and optimization of virtual desktops, making it easier to manage than Citrix.
  4. Scalability and flexibility: AVD provides native cloud scalability, allowing organizations to quickly adjust resources based on demand, which is more challenging in traditional Citrix on-premises environments.
  5. Performance and user experience: AVD, leveraging Microsoft’s global Azure infrastructure, offers robust performance and reliability, often surpassing traditional on-premises Citrix deployments.

Licensing differences between Citrix and Azure Virtual Desktop + Nerdio 

1. Citrix licenscing

Citrix offers complex licensing models for specific use cases. 

a. Universal Hybrid Multi-Cloud

b. Citrix Platform

c. Citrix for Private Cloud

Citrix is currently priced on a named user licensing model and offers customers 3-year minimum commit renewals.   

A key factor to note is that if you are running Server OS workloads and use RDSH, that will need to be purchased and licensed separately. Azure Virtual Desktop uses the Windows 11 Multi-session Operating System, which does not require an additional RDS CAL license. The cost savings can be considerable, as a 5-user license can cost around $749, or a perpetual per-server license can cost around $300 per server.  

2. Azure Virtual Desktop licensing 

Azure Virtual Desktop licensing is more straightforward and typically included in Microsoft 365 and Windows 10/11 Enterprise subscriptions. Costs stem from Azure infrastructure usage, including virtual machines, storage, and networking. More information can be found here. 

3. Nerdio licensing 

Nerdio's licensing model provides additional management layers for Azure Virtual Desktop. It is more straightforward and cost-effective due to its automation and optimization features. 

For further licensing information, please visit this link for Nerdio Manager for Enterprise and this link for Nerdio Manager for MSP. 

Nerdio licensing has no minimum commitment, so you will only be billed for what you consume.


Architectural differences: Citrix vs. Azure Virtual Desktop + Nerdio

Citrix and Azure Virtual Desktop are similarly architected. Both brokering services rely on an agent on the session hosts to register against the back-end services. Once the session hosts register against the broker, they can be placed in either a machine catalog (Citrix) or a host pool (Azure Virtual Desktop), and they are then available for connections from users.

The diagram below shows the Azure Virtual Desktop architecture.

A key point to note is whether the Citrix environment could be hosted on-premises, in Amazon Web Services (AWS), Google Cloud Platform (GCP), or Microsoft Azure. Azure Virtual Desktop runs 100% in Azure, or you can run Azure Local (formerly Azure Stack HCI) to connect to on-premises workloads.

Microsoft controls and maintains the AVD brokering architecture, which can be managed in the Azure portal or via Nerdio. For further information, please visit visit this Microsoft help page.

Citrix DaaS Conceptual Architecture

The diagram below shows the overall Citrix DaaS architecture. View diagram.

Microsoft Entra ID

Machine catalog/delivery groups vs. host pools 

One of the critical differences between Citrix and AVD is how the session hosts are allocated and how sessions are then assigned to users.

Citrix uses a machine catalog to define collections of virtual machines. Once those virtual machines have been placed into a machine catalog, they can be put into different delivery groups and assigned to the relevant users.

Citrix Machine Catalog Dashboard

Azure Virtual Desktop uses host pools, which are groups of identical VMs that provide resources for a specific group of users. A host pool can be considered a combined machine catalog and delivery group.

With Azure Virtual Desktop, we have something called Application Groups. When we create a host pool, the application group is created, and then when we assign a user to a host pool, the user is automatically added to the app group.

Nerdio Manager Application Groups Host Pools

Image management and VM provisioning  

One of the major features of Nerdio Manager is the ability to manage images and applications, enabling you to manage the full lifecycle from within the Nerdio Console.

Historically via Citrix, administrators would need to manage their images and applications using third-party tools, such as SCCM, Packer, or similar technologies.

Citrix 

Citrix uses a technology called Machine Creation Services to provision session hosts. Citrix Machine Creation Services can provision hosts quickly, as thin provisioning is used to create session hosts. A copy of the image is added to the resource groups in Azure, and each session host has an identity disk and a cache disk to which the temporary cached data is written. When the VMs are shut down or rebooted, the cache disk is reset, and the VM returns to its original state. This is known as nonpersistent mode.

Image management is performed outside of Citrix, and then the master image is shut down. Citrix Machine Creation Services takes a snapshot of the image, which is then replicated to all resource groups.

Many Citrix deployments also leverage Citrix Provisioning Services. With Citrix PVS, the operating system is “streamed” to the virtual machines, which means that little local storage is required.

AVD + Nerdio 

Nerdio leverages the existing image management capabilities used by Azure Virtual Desktop, which is slightly different from how Citrix operates. The most significant difference is that all the image management is performed inside the Nerdio console. Nerdio can perform all activities involved in the image management life cycle. There are a few important things to note:

  1. Azure Virtual Desktop requires that images be in a sys-prepped state. Nerdio manages this process for administrators.
  2. Azure Virtual Desktop can distribute images using the Azure Compute Gallery. This method provides advanced capabilities, such as version control, and the ability to distribute images to multiple Azure regions worldwide within a few clicks.
  3. Nerdio can also perform application management against the session hosts and images, which Citrix cannot do.
  4. Using Nerdio, users can quickly implement advanced image management with a few clicks, completely automating updating images, applications, and session hosts.
Protocol differences 

The remote protocol used when connecting to a VDI desktop is one of the most critical factors in the desktop’s performance. Let’s compare the differences between the ICA protocol and the RDP protocols used for Citrix and Azure Virtual Desktop.

Citrix 

Citrix uses the ICA protocol to deliver a solid desktop experience, even over high latency and low bandwidth connections. Historically, this has been the main driver for customers using Citrix, which has improved over the years to provide an optimized user experience. It also performs well in GPU environments by using the H.265 codecs. More recently, Citrix started using the AV1 codec.

The ICA protocol can also use Framehawk, which uses the UDP protocol. UDP can use much higher bandwidth, enabling a better user experience.

HDX with Enlightened Data Transport  

Azure Virtual Desktop


Azure Virtual Desktop uses the RDP protocol. Microsoft created the protocol in 1998 as part of Windows NT 4.0 Terminal Server Edition, and over time, it has improved to become more efficient for remote desktop performance.In most use cases, the performance can now match the ICA protocol from an end-user perspective.

Historically, the RDP protocol has been limited to TCP-only usage, and all traffic went through the Azure Virtual Desktop backend infrastructure. However, Microsoft released RDP Shortpath in October 2022, which allows UDP connectivity and a direct connection from the client to the session host. This significantly improves end-user performance and provides a Citrix-like experience in a high-bandwidth environment.

Azure Virtual Desktop Bandwidth Example

Azure Virtual Desktop Network Connections

The example shows that 653 Mbps of bandwidth is available on an Azure Virtual Desktop in the UK South and has only 8ms of latency. Source

Image management capabilities 

Citrix image management is handled through Citrix Studio, where administrators create, maintain, and update master images for VMs using Citrix Provisioning Services or Citrix Machine Creation Services.

 

Citrix Image Management in Citrix Studio

AVD with Nerdio offers more robust image management capabilities. Nerdio allows for the creation, maintenance, and automated updates of master images directly in the Nerdio console. Nerdio simplifies this process with intuitive interfaces and automated workflows.

 

Image Management

To manage Azure Virtual Desktop images using Nerdio: 

  • Utilize Nerdio Manager, which provides tools for image versioning, updating, and scaling across host pools.
  • Schedule updates and automate rollouts to reduce downtime and maintain consistency across the virtual desktop environment.

Migrating Citrix images to Azure Virtual Desktop + Nerdio 

When migrating images from Citrix to Azure Virtual Desktop, you first need to look at the operating system ersion and where that image is currently hosted. Generally, using Citrix, you will see the following types of operating systems:

  • Windows Server 2012-2022 R2 RDSH 
  • Windows 10 Enterprise single-session
  • Windows 11 Enterprise single-session

Ideally, you will want to build a new image and migrate to Windows 11 multi-session to ensure that you remain supported by Microsoft. However, you can also import an existing image into Nerdio. If your image is a Windows Server operating system image, you will still need to maintain RDS licenses and an RDSH licensing server, which is why it is recommended to migrate to Windows 11 multi-session images if possible.

In this section, we will cover both scenarios.  

First, we will import an existing image into Nerdio and then create a brand-new image.

Discovery 

When migrating from one solution to another, e.g. Citrix to Azure Virtual Desktop, the first step should be an application discovery piece.

In most scenarios, migrating your applications from one solution to another will require the most effort. Factors may include operating system compatibility and the location of the backend infrastructure.

For example, databases hosted on-premises may need to migrate to Azure. If your desktop is in Azure and the database is on-premises, then users may experience slow responses from their applications.

The easiest way to discover what applications are installed on the image is to log onto your master image and see which applications need to be migrated to the new solution. Any applications that are not required can be removed from the image pre-migration.

If you use a tool like SCCM or Configuration Manager, you may also receive a list of applications currently used in your production environment.

Citrix AVD Discovery Piece

Creating a new image from your existing image 

Once you have removed the applications you do not need from the master image, you will need to take a snapshot of it and create a SAS URL. You will use this SAS URL to import the image into Nerdio and create other images.

A SAS URL provides secure, delegated access to the storage account containing the snapshot of the image. It is secure because only the administrator knows the URL needed to retrieve the disk image.

To create the SAS URL, perform the following steps:

  1. Head over to the Azure Portal and find your master image (assuming your image is in Azure—if not, you must migrate it from Hyper-V/VMware onto a VHD format and upload it to Azure).
  2. Go to Disks and select the disk that contains your master image.  

Disk Export

3.   Select Disk Export and enter a URL that expires in 3600000 seconds. 

Disk Export

This will generate a URL that you can use to import the image into Nerdio.

4.  Log onto your Nerdio Manager instance, head over to Desktop Images, and select “Add from Azure Library.”

 

Nerdio Manager Azure Library 

5.  Fill in the required details and press OK to proceed

 

Azure VM

Your existing image will then be imported into Nerdio. To verify the process has been completed, you should see your image appear under Desktop Images, and the “Add Desktop Image from Azure VM” should show as “Complete.”

 

Azure VM

During the import process, the following things happen:  

  • The image will be upgraded to Gen2 if that is selected so you can update to Windows 11. 
  • Any existing FSLogix agents will be uninstalled, as Nerdio will manage these going forward.  
  • Any existing Azure Virtual Desktop agents will be removed.  
  • The image will be sys-prepped and can be used immediately to deploy Azure Virtual Desktop session hosts. 

6.  The next step is to remove the Citrix agents on the master image, as these can interfere with Teams Redirection and Multimedia Redirection. To remove the Citrix agents, you will need to power on the virtual machine via the Nerdio console. 

Citrix Agents in Nerdio Console

7.  Once the master image is powered on, log onto the virtual machine and uninstall the Citrix VDA agent. 

Citrix VDA Agent

8.  After uninstalling the Citrix VDA agent, reboot the VM and run the Citrix VDA cleanup utility to remove any remaining components.  

Citrix VDA Cleanup Utility

9.  Once the VM has been rebooted, select “Power Off and Set as Image” in Nerdio.

Nerdio Manager Power Image

10. If you want to publish the image to the Azure Compute Gallery to deploy across multiple regions, select that option.
Azure Compute Gallery

11.  The image processing is complete, and you can now deploy session hosts using the image.

Session Hosts Image Processing

Creating a new image within the Nerdio console

The other method of preparing your image is to create a clean new image. This is the preferred method, as it ensures you start fresh and leave behind any potential issues from your previous image.

For more information about creating images in Nerdio Manager, please visit the following links:

MSP: Nerdio Manager for MSP Help Center

Enterprise: Nerdio Manager for Enterprise Help Center

To create a new image in Nerdio Manager:

1.  Select “Add from Azure Library” in the Nerdio Manager console.

New Images in Nerdio Console

2. Fill in all the necessary details.
Adding Desktop Image

3.  Press OK to begin the image creation process.

The process takes approximately 20 minutes and involves the following steps:

  • Nerdio creates an Azure VM from an existing Azure Marketplace image to become the master image.
  • Nerdio takes a snapshot of the master image and creates a temporary VM.
  • Nerdio runs the Sysprep process on that VM and publishes the image to the Azure Compute Gallery.

Azure Compute Gallery

Adding Desktop Image from Azure Library

Application deployment methods

Deploying applications on Azure Virtual Desktop + Nerdio differs from traditional Citrix deployment methods.

Citrix

Since Citrix master images are handled outside of Citrix, the platform does not have built-in application management features beyond publishing applications. Traditionally, Citrix applications have been deployed by:

  • Manual installation onto the master images
  • Virtualization using Microsoft App-V
  • Advanced scripting with tools like Packer or Azure DevOps

Azure Virtual Desktop and Nerdio

Nerdio offers built-in functionality to deploy, manage, and update applications across images and session hosts. Nerdio’s automation capabilities simplify application deployment, enabling a fully automated process with just a few clicks.

Recommended Nerdio application deployment methods:

  1. Scripted actions: PowerShell scripts executed on images or session hosts using PowerShell DSC. Useful for deploying applications and configuring settings.
  2. Nerdio unified application management (UAM): The preferred method for deploying applications. Supports multiple repositories such as SCCM, Intune, and Winget. Organizations can also create private Winget repositories for custom applications.
  3. ConfigMgr/Intune: If you already use SCCM or Intune, you can integrate them with Nerdio to manage and deploy applications directly from the Nerdio console.

Unified Catalog

Profile management

Profile management is a critical factor when migrating from Citrix to Azure Virtual Desktop.

The migration method depends on the existing profile management solution used in Citrix.

Citrix profile management methods:

  1. Citrix user profile management (UPM): Citrix’s built-in profile management solution that enhances login speed and user experience.
  2. FSLogix: Many Citrix environments use FSLogix, which is Microsoft’s recommended profile management solution.
  3. Third-party solutions: Some organizations use third-party tools like Liquidware or Ivanti, but these are less common as FSLogix and Citrix UPM have improved.

Citrix Profile Management

 

Migrating Citrix profiles to FSLogix with Nerdio

Many Citrix environments already use FSLogix. If so, migration is straightforward. If Citrix UPM is in use, it is recommended to create new profiles when migrating to AVD.

Steps to deploy FSLogix profiles with Nerdio:

  1. Create a storage account and file share
  • Traditionally, profile data was stored on Citrix Profile Management or on-premises file services.
  • In AVD + Nerdio, user profiles are stored in Azure Files or Azure NetApp Files.

Azure Files or Azure NetApp Files

2.  Set up Azure Files for FSLogix storage

  • Navigate to the Nerdio Manager console.
  • Go to Azure Files > Add Azure Files.
  • Enter the required details.
Azure Files Share

3. Configure FSLogix settings

  • Once the Azure Files storage is created, configure FSLogix policies in Nerdio Manager.
  • Assign FSLogix configurations to host pools.
FSLogix Profiles Storage Configuration

4.  Apply FSLogix settings to host pools

  • In Nerdio Manager, navigate to AVD > Host Pools > Properties.
  • Under FSLogix settings, apply the necessary profile configurations.
Applying FSLogix settings to host pools

Creating session hosts and host pools

The next step in migration is to create a host pool where session hosts will be added. A host pool in AVD is equivalent to a Citrix delivery group and machine catalog combined.

To create a host pool in Nerdio:

  1. Navigate to AVD > Host Pools > Add Host Pool.
  2. Configure the required settings and save the pool.
  3. Deploy session hosts within the host pool.

For more details, refer to the Nerdio documentation.

 

Adding session hosts and host pools

Configuring auto-scaling

One of the primary reasons organizations choose a VDI or DaaS solution is to save money on operational expenses. Citrix auto-scaling is basic compared to Nerdio’s dynamic auto-scaling capabilities.

Nerdio auto-scaling advantages:

  • Built directly into Azure App Service for optimal efficiency.
  • Uses advanced algorithms to adjust resources dynamically.
  • Reduces Azure costs by automatically shutting down idle VMs.

To configure auto-scaling in Nerdio Manager:

  1. Set scaling thresholds based on user activity and demand.
  2. Define power settings to automatically start/stop VMs.
  3. Align configurations with business needs to optimize cost efficiency.

For detailed auto-scaling instructions:

Nerdio Manager for MSP: Auto-scaling guide

Nerdio Manager for Enterprise: Auto-scaling guide

Configuring auto-scaling

Connectivity: Citrix vs. Azure Virtual Desktop

Citrix connectivity is managed through the Citrix Workspace app, which supports various protocols and offers features such as session roaming and high-definition user experiences. Azure Virtual Desktop uses the Windows App or browser-based access for connectivity. It supports RDP Shortpath, a feature that enhances RDP performance by optimizing the network path, reducing latency, and improving user experience.

2. Once it has been installed, select “Open.” Windows App installed screen

Deploying the Windows App

The preferred method of connecting to Azure Virtual Desktop or Windows 365 is via the Windows App. The Windows App is deployed from the Windows Store and can be deployed into Windows, macOS, iOS/iPadOS, Android/Chrome OS, and a browser version. It can also be deployed as an MSI application if required. Installing from the Windows Store

1. On the device that you want to install the Windows App on, head over to the Windows Store, search for “Windows App,” and select “Get.” Windows App Screen

3. You will be prompted for your sign-in credentials. Windows App Welcome Screen 4. Once the credentials have been entered, you will receive a “Welcome to the Windows App” screen. Select Next to continue. Windows App Welcome Screen

Windows app web

A web URL can also be used to access the Windows app, like how Citrix customers used to connect to StoreFront. The web URL to use is https://windows.cloud.microsoft/.

This has the same interface that the Windows App client uses.

Windows App Web

Policies

The way that user policy settings are applied via Citrix and Azure Virtual Desktop are quite different
and need to be managed accordingly.

Citrix HDX Policies were very customizable, and you could target different machine catalogs, users,
devices, etc.

Citrix HDX Policies

Azure Virtual Desktop policies can be managed via Nerdio, and a lot of the settings are similar, such as disconnection timeout settings. However, the most notable change is that you cannot manage user policies with Azure Virtual Desktop like you could with Citrix.

Any user-specific settings should be managed by Group Policy or Intune.

Within Nerdio, you can configure policies in two separate locations.

The first section is the properties of the host pool. The image to the right shows how to configure session time limits.

For a complete list of policy settings, please visit this page.

 

Adding Desktop Image

Summary

Migrating from Citrix to Azure Virtual Desktop with Nerdio provides a streamlined path to modernize virtual desktops, reduce costs, and boost performance. With careful planning and the support of Nerdio’s powerful management tools, organizations can fully leverage Azure’s cloud infrastructure. Nerdio’s comprehensive toolkit is designed to make the migration process as smooth and seamless as possible. For additional assistance, feel free to contact our team.

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