Policies

Use the Session Recording Policy Console to create recording policies, event detection policies, event response policies, and recording viewing policies. When creating the policies, you can specify Delivery Controllers from both the Citrix Cloud and on-premises environments.

Important:

To use the Session Recording Policy Console, you must have the Broker PowerShell Snap-in (Broker_PowerShellSnapIn_x64.msi) or the Citrix DaaS Remote PowerShell SDK (CitrixPoshSdk.exe) installed manually. Locate the Broker PowerShell snap-in on the Citrix Virtual Apps and Desktops ISO (\layout\image-full\x64\Citrix Desktop Delivery Controller). Or, download the Citrix DaaS Remote PowerShell SDK from the Citrix DaaS (formerly Citrix Virtual Apps and Desktops service) download page.

Tip:

You can edit the registry to prevent recording file losses in case that your Session Recording server might fail unexpectedly. Log on as an administrator to the machine where you installed the Session Recording Agent, open the Registry Editor, and add a DWORD value DefaultRecordActionOnError =1 under HKEY_LOCAL_MACHINE\SOFTWARE\Citrix\SmartAuditor\Agent.

Activate a policy

1. Log on as an administrator to the machine where you installed the Session Recording Policy Console.
2. Start the Session Recording Policy Console.
3. If the Connect to Session Recording Server window appears, ensure that the name of the Session Recording server, protocol, and port are correct. Click OK.
4. In the Session Recording Policy Console, expand the target policy type.
5. Select the policy to activate.
6. From the menu bar, choose Activate Policy.

Modify a policy

1. Log on as an administrator to the machine where you installed the Session Recording Policy Console.
2. Start the Session Recording Policy Console.
3. If the Connect to Session Recording Server window appears, ensure that the name of the Session Recording server, protocol, and port are correct. Click OK.
4. In the Session Recording Policy Console, expand the target policy type.
5. Select the policy you want to modify. The rules for the policy appear in the right pane.
6. To add, modify, or delete a rule:
   • From the menu bar, choose Add New Rule. If the policy is active, a pop-up window appears requesting confirmation of the action. Use the Rules wizard to create a rule.
   • Select the rule you want to modify, right-click, and choose Properties. Use the Rules wizard to modify the rule.
   • Select the rule you want to delete, right-click, and choose Delete Rule.

Delete a policy

Note:

You cannot delete a system-defined policy or a policy that is active.

1. Log on as an administrator to the machine where you installed the Session Recording Policy Console.
2. Start the Session Recording Policy Console.
3. If the Connect to Session Recording Server window appears, ensure that the name of the Session Recording server, protocol, and port are correct. Click OK.
4. In the Session Recording Policy Console, expand the target policy type.
5. In the left pane, select the policy to delete. If the policy is active, you must activate another policy.
6. From the menu bar, choose Delete Policy.
7. Select Yes to confirm the action.