Citrix User Profile Manager (UPM) – Baseline Policies

I always wanted to document this so it would help me for my next assignment, but I never did. As a result, I was always having to refer my previous customer environments or As-Built documents for this information which was quite a pain. Well, that’s gonna change today as I am going to put this up on my blog so that it can becomes my quick and easy reference place.

As mentioned in the title, this is going to be the baseline policy set upon which you can build yours with any specific policies pertaining to your environment, Also, all the settings that I have mentioned here may not be applicable or work for you or you may even not see all of them due to older UPM version, XenApp version etc etc.

Please note that some of the settings found in newer UPM versions aren’t listed here as well. I will continue to update it as Citrix releases new UPM versions but this should give you a good start nonetheless.

Exclusion List – Directories

$Recycle.Bin 
AppData\LocalLow 
!ctx_internetcache! 
!ctx_localappdata!\Microsoft\Windows\Burn 
!ctx_localappdata!\Microsoft\Windows\CD Burning 
!ctx_localappdata!\Microsoft\Windows Live 
!ctx_localappdata!\Microsoft\Windows Live Contacts 
!ctx_localappdata!\Microsoft\Terminal Server Client 
!ctx_localappdata!\Microsoft\Messenger 
!ctx_localappdata!\Microsoft\OneNote 
!ctx_localappdata!\Microsoft\Outlook 
!ctx_localappdata!\Microsoft\AppV 
!ctx_localappdata!\Windows Live 
!ctx_localappdata!\Sun 
!ctx_roamingappdata!\Sun\Java\Deployment\cache 
!ctx_roamingappdata!\Sun\Java\Deployment\log 
!ctx_roamingappdata!\Sun\Java\Deployment\tmp 
AppData\Local\Microsoft\Windows\INetCache 
AppData\Local 
AppData\Roaming\Citrix\PNAgent\AppCache 
AppData\Roaming\Citrix\PNAgent\Icon Cache 
AppData\Roaming\Citrix\PNAgent\ResourceCache 
AppData\Roaming\ICAClient\Cache 
AppData\Roaming\Sun\Java\Deployment\cache 
AppData\Roaming\Sun\Java\Deployment\log 
AppData\Roaming\Sun\Java\Deployment\tmp 
Citrix 
Java 
Local Settings 
Music 
My Pictures 
My Videos 
Pictures 
Videos 
AppData\Roaming\Macromedia\FlashPlayer\macromedia.com\support\flashplayer\sys 
AppData\Roaming\Macromedia\FlashPlayer\#SharedObject 
Downloads 
Saved Games 
Searches 
Application Data\Sun\Java\Deployment\cache 
Application Data\Sun\Java\Deployment\log 
Application Data\Sun\Java\Deployment\tmp 
Local Settings\Application Data\Microsoft\AppV 
Local Settings\Application Data\Microsoft\Messenger 
Local Settings\Application Data\Microsoft\OneNote 
Local Settings\Application Data\Microsoft\Outlook 
Local Settings\Application Data\Microsoft\Terminal Server Client 
Local Settings\Application Data\Microsoft\Windows Live 
Local Settings\Application Data\Microsoft\Windows Live Contacts 
Local Settings\Application Data\Microsoft\Windows\Burn 
Local Settings\Application Data\Microsoft\Windows\CD Burning 
Local Settings\Application Data\Sun 
Local Settings\Application Data\Windows Live 
Local Settings\Temporary Internet Files 
AppData\Local\Microsoft\AppV 
AppData\Local\Microsoft\Messenger 
AppData\Local\Microsoft\OneNote 
AppData\Local\Microsoft\Outlook 
AppData\Local\Microsoft\Terminal Server Client 
AppData\Local\Microsoft\Windows Live 
AppData\Local\Microsoft\Windows Live Contacts 
AppData\Local\Microsoft\Windows\Burn 
AppData\Local\Microsoft\Windows\CD Burning 
AppData\Local\Sun 
AppData\Local\Windows Live 
AppData\Local\microsoft\windows\Temporary Internet Files 
AppData\Local\Microsoft\Windows\INetCookies 
AppData\local\Google\Chrome\User Data\Default\Media Cache 
AppData\Local\Google\Chrome\User Data\Default\Cache 
AppData\local\Google

Exclusion List – Files

Application Data\VMware\hgfs.dat 
AppData\local\Google\Chrome\User Data\Default\ChromeDWriteFontCache 
AppData\*.tmp
!ctx_localappdata!\Microsoft\Windows\UsrClass.dat*
AppData\*.xar
AppData\*.wbk
AppData\*.asd
AppData\*.log
AppData\*.dmp
AppData\*.trc

Directories to Synchronize

AppData\Roaming\Microsoft\Credentials 
AppData\Roaming\Microsoft\Crypto 
AppData\Roaming\Microsoft\Protect 
AppData\Roaming\Microsoft\SystemCertificates 
AppData\Local\Microsoft\Credentials 
AppData\Roaming\Microsoft\Signatures 
AppData\Local\Microsoft\Vault 
%LOCALAPPDATA%\Microsoft\Credentials
!ctx_localappdata!\Microsoft\Windows\Notifications
!ctx_Startmenu
AppData\Local\MultiDrive

Files to Synchronize

AppData\LocalLow\Sun\Java\Deployment\security\exception.sites 
AppData\LocalLow\Sun\Java\Deployment\security\trusted.certs 
AppData\LocalLow\Sun\Java\Deployment\deployment.properties 
AppData\Local\Microsoft\Office\*.qat 
AppData\Local\Microsoft\Office\*.OfficeUI 
AppData\LocalLow\Google\GoogleEarth\*.kml 
AppData\Local\Citrix\PNAgent\Icon Cache\*.ico 
AppData\Local\Microsoft\Windows\INetCache\wpad.dat 
AppData\Local\Google\Chrome\User Data\First Run 
AppData\Local\Google\Chrome\User Data\Local State 
AppData\Local\Google\Chrome\User Data\Default\History 
AppData\Local\Google\Chrome\User Data\Default\Preferences 
AppData\Local\Google\Chrome\User Data\Default\Favicons 
AppData\Local\Google\Chrome\User Data\Default\Bookmarks
AppData\Local\Microsoft\Windows\WebCache\WebCacheV01.dat

Folders to Mirror

AppData\Roaming\Microsoft\Windows\Cookies 
AppData\Local\Microsoft\Vault 
AppData\Local\Microsoft\Windows\WebCache
!ctx_localappdata!\TileDataLayer

Log Settings

Define events or actions which Profile management logs in depth: 
Common warnings                                        Enabled 
Common information                                     Enabled 
File system notifications                              Enabled 
File system actions                                    Enabled 
Registry actions                                       Enabled 
Registry differences at logoff                         Enabled 
Active Directory actions                               Enabled 
Policy values at logon and logoff                      Enabled 
Logon                                                  Enabled 
Logoff                                                 Enabled 
Personalized user information                          Enabled

Log Settings                                                                                                Enabled

Enable Logging                                                                                          Enabled

Maximum size of the log file                                                                  Enabled

Maximum size in bytes                                                                            10485760

Profile Handling

Delay before deleting cached profiles                                                  Enabled

Delay(Seconds)                                                                                          0

Delete locally cached profiles on logoff                                               Enabled

Local profile conflict handling                                                              Enabled

If both a local Windows user profile and a
Citrix user profile in the user store both exist:                                  Delete local profile

Registry Exclusion List

Software\Microsoft\AppV 
Software\Microsoft\Windows\CurrentVersion\UFH\SHC 
Software\Microsoft\Installer\Products\4645D6EBF1B0CC6498379F56F16E4AA5
Software\Microsoft\Windows\CurrentVersion\Explorer\TrayNotify

Enable Default Exclusion List

Software\Microsoft\AppV\Client\Integration                Enabled
Software\Microsoft\AppV\Client\Publishing                 Enabled
Software\Microsoft\Speech_OneCore                         Enabled

Streamed user profiles

Always cache                                                                                                 Enabled

Cache files this size or larger (megabytes):                                             1

Profile streaming                                                                                          Enabled
Streamed user profile groups                                                                    Disabled
Timeout for pending area lock files (days)                                             Enabled

Timeout for pending area lock files (days)                                              1

Advanced settings

Disable automatic configuration                                                              Disabled
Number of retries when accessing locked files                                     Enabled
Number of retries:                                                                                       5
Process Internet cookie files on logoff                                                    Enabled

Profile Management

Active write back                                                                                         Enabled
Enable Profile management                                                                      Enabled
Excluded groups                                                                                          Disabled
Path to user store                                                                                         Enabled

Process logons of local administrators                                                   Enabled
Processed groups                                                                                        Disabled

5 responses to “Citrix User Profile Manager (UPM) – Baseline Policies”

  1. Hello Lal, I have added AppData\Local\Microsoft\Windows\INetCache to the exclusion list and enabled the logon exclusion check to Delete excluded files or folders, but in Profile User that already exists the direcotry is not deleted. Is there any additional configuration I need to check? Thankyou.

  2. Hi Lal, Hope you can update your exclusion list with TEAMS exclusions as well. Cheers, Piyush

  3. […] Also check my Citrix UPM baseline policies and recommended exclusions here […]

  4. Lal, how are you, are you into citrix deployment and support ? how is life going there

    1. Hello Regi, Life is great…. Yes, i do Citrix design and deployment for a living ;)… See you on Linkedin…

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