Onboarding and resource setup 编辑

If you are new to Citrix, Citrix Cloud, or to Endpoint Management, this article guides you through onboarding. Learn about workflow and the details you need to get started.

• Where do I start?
  • If you haven’t purchased an Endpoint Management subscription, see For new Citrix customers.
  • If you have an Endpoint Management subscription, skip to When the Manage button is available.
  • If your Endpoint Management site is provisioned, skip to Configure authentication.

• Does the configuration order matter? This article follows a recommended configuration sequence. You can work in a different order. The Endpoint Management console lets you know if prerequisites are missing, through messages such as “Set up after provisioning”.

• What do I do after onboarding? After you complete the onboarding and resource configuration described in this article, continue your configuration in the Endpoint Management console. For information about next steps, see Prepare to enroll devices and deliver resources.

For new Citrix customers

For Citrix Cloud customers new to Endpoint Management:

If you already purchased an Endpoint Management subscription, skip to When the Manage button is available.

If you haven’t set up a Citrix Cloud account, see Sign up for Citrix Cloud.

If you already set up a Citrix Cloud account, but haven’t purchased Endpoint Management, request a service demo.

1. Use your Citrix Cloud administrator credentials to sign in to your Citrix Cloud account. The Citrix Cloud home page appears.

   All Citrix Cloud administrator accounts are created as follows:

   • Citrix Cloud administrators are Endpoint Management administrators by default.
   • Citrix Cloud administrators created with customer access must have Endpoint Management selected for them to administrate Endpoint Management.

2. On the Citrix Cloud home page, locate the Endpoint Management service tile and click Request Demo.

3. Complete and submit the demo request form. The button on the Endpoint Management services tile changes to Demo Requested.

If you click the Endpoint Management services tile before your request is handled, a screen appears advising you to contact your representative or partner. A Citrix sales representative can provide more information and detail about the service.

While waiting for the trial, be sure to prepare for your Endpoint Management deployment by reviewing System requirements. Although Citrix hosts and delivers your Endpoint Management solution, you must handle some communication and port requirements.

Continue with the next section.

When the Manage button is available

This video guides you through onboarding: