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Immidio Flex Profiles AdvancedEditionProduct Documentation and Administrator HandbookVersion 6.1, Revision 7Published: August 2009

Disclosure and WarrantyThe information, concepts, and ideas contained in this document are the property ofImmidio. Without limiting the rights under copyright, no part of this document may bereproduced, stored in or introduced into a retrieval system, or transmitted in any form orby any means (electronic, mechanical, photocopying, recording, or otherwise), or for anypurpose, without the express written permission of Immidio.Any product descriptions or representations in this document are for identificationpurposes only and are not to be construed as a warranty of specific properties orguarantee or warranty of any other type. Immidio shall assume no liability, eitherexplicit or implied, for the documentation. Information in this document, including URLand other Internet Web site references, is subject to change without notice.All sample code described in this document is provided by Immidio for illustrativepurposes only. These examples have not been thoroughly tested under all conditions.Immidio, therefore, cannot guarantee or imply reliability, serviceability, or functionality ofthese programs or code examples.All brand names and product names used in this document are trademarks of theirrespective holders and are recognized as such. 2008-2009 Immidio. All rights reserved.Immidio Flex Profiles Advanced Edition – 2009 ImmidioPage 2

Contents12Introduction . 51.1Product Benefits . 51.2New Features in Immidio Flex Profiles Advanced Edition . 71.3Concepts and Methodology . 81.4Migration from Previous Versions . 91.5Using Immidio Flex Profiles Advanced Edition . 9Installing and Uninstalling Immidio Flex Profiles . 112.1Immidio Flex Profiles Runtime Components . 122.1.1Installation Requirements . 122.1.2Installation . 122.2Immidio Flex Profiles Management Components . 142.2.1Installation Requirements . 142.2.2Installation . 142.3Unattended Installation . 152.4Uninstalling Immidio Flex Profiles Components. 172.5Immidio Flex Profiles Licensing . 172.5.13Creating and Maintaining Immidio Flex Profiles Configuration Files 193.1Manually Creating New Configuration Files . 193.1.1Management Console Fundamentals . 193.1.2Using Common Settings . 233.1.3Using OS-specific Settings . 253.2Automating the Configuration File Creation . 263.2.1Using Immidio Flex Profiles Assistant . 263.2.2Importing .Flex Files . 293.3Maintaining Configuration Files . 313.3.13.44Merging license information . 17Configuring NTFS Permissions . 31Configuration File Syntax . 323.4.1INI File Fundamentals . 323.4.2Registry-related Sections . 323.4.3File System-related Sections . 33Using the Immidio Flex Profiles Runtime Components . 354.1Introducing Immidio FlexEngine . 35Immidio Flex Profiles Advanced Edition – 2009 ImmidioPage 3

4.24.2.1Getting Started . 364.2.2Immidio FlexEngine GPO Reference. 374.36FlexEngine Command-line Parameters . 404.3.1Logging . 414.3.2Process Folders . 424.3.3Certificates and Passwords . 424.3.4Built-in FlexRefresh Functionality . 424.45Assigning FlexEngine Parameters through GPOs . 35Advanced Configuration Concepts. 434.4.1Managing Multiple Configuration Files . 434.4.2Server and Application Silos . 43Background Information and Best Practices . 455.1Logon and Logoff Script Configuration. 455.2Profile Folder Redirection . 465.3Preparation of a Mandatory Profile . 48Index . 50Immidio Flex Profiles Advanced Edition – 2009 ImmidioPage 4

1 IntroductionMany organizations prefer to apply the concept of local or roaming profiles for storingessential personal user settings. Centrally managing local or roaming profiles, however,consumes a lot of resources. Due to the fact that files and user settings stored inWindows profile are directly influenced by each interactive user’s behavior, both local androaming profiles turn out to be hard to maintain and to manage.As an alternative, mandatory profiles seem to be the appropriate answer to thechallenges mentioned previously. From an administrator’s point of view, this conceptprovides several advantages in a well-managed Windows environment. Properlyconfigured mandatory profiles are very fast, easy to manage, and cannot be corrupted.There is, however, a major disadvantage when using mandatory profiles—no personalregistry settings are saved. This means that personal registry information representingindividual settings cannot be redirected or saved when using a mandatory profile. As aconsequence, it is almost impossible to create a user-friendly working environment withmandatory profiles.In today’s Microsoft Windows environments—independent of the fact if they are based ona traditional workstation, a remote computing or a virtual desktop architecture—choosingthe right profile strategy is never simple.Immidio Flex Profiles optimizes the management of user profiles in environments basedon Microsoft Windows desktops provided through local workstations, Remote DesktopServices (formerly known as Terminal Services), Citrix Presentation Server / XenApp orVirtual Desktop Infrastructures (both 32-bit and 64-bit). This includes the applicationspecific handling of both registry settings and configuration files during user logon, userlogoff, application launch, or application termination events. Individual configuration filesfor different applications allow modifying the behavior of the Immidio Flex Profiles logic.Immidio Flex Profiles can be used in conjunction with local profiles, roaming profiles ormandatory profiles.This document explains how to install, configure and use Immidio Flex Profiles. In orderto successfully install and configure a Flex Profiles solution only very basic systemsmanagement skills are needed, such as modifying the logon and logoff logic. Please takeyour time to digest this document first. All the information you need is here to get youstarted with Immidio Flex Profiles.1.1 Product BenefitsImmidio Flex Profiles dramatically simplifies configuration and maintenance of Windowsprofiles. The product concepts and components provide for great performance, flexibilityand ease of deployment.With the introduction of Immidio Flex Profiles Advanced Edition, the product has reacheda new level of completeness and maturity. Here is a quick run-down of the key featuresof Immidio Flex Profiles Advanced Edition.Immidio Flex Profiles Advanced Edition – 2009 ImmidioPage 5

Full administrative control. With Immidio Flex Profiles, administrators have fullcontrol over any individual settings stored in Windows user profiles.Cross-platform compatibility. A single user profile can be made compatible tomultiple Windows operating systems.Reduced profile size. User profiles generated through Immidio Flex Profiles haveextremely small footprints, improving login and logout times substantially.No backend servers required. There is no need for expensive SQL or IISservers to run Immidio Flex Profiles. Since the profile data is stored in the user’shome drive and the configuration of Immidio Flex Profiles is done with a few INIfiles, this product can be introduced in any Windows environment withoutinvestments in additional hardware or software.Open profile archive file format. Immidio Flex Profiles archives are stored asZIP files, allowing administrative maintenance with standard tools andmechanisms.Any application is supported. Immidio Flex Profiles can be configured tosupport any Windows application, not being limited to a predefined set ofapplications.Flex Profiles is lightning fast. When using Immidio Flex Profiles, allrequirements for optimal performance are automatically met. Using Immidio FlexProfiles in conjunction with mandatory profiles makes a big difference in loadingtimes in comparison to roaming profiles, and the Immidio FlexEngine loads orsaves within seconds!Support for profile files and folders. Not only registry information, but alsoprofile files and folders can be managed through Immidio Flex Profiles. Folderssuch as "Application Data" can be processed though Flex Profiles; this mayincrease profile loading times but will still outperform a roaming profile.Robust operation. Immidio Flex Profiles has proven to be a very stable profilesolution; only when configured incorrectly problems may arise.Configuration per application. Immidio Flex Profiles allows for a separateconfiguration of each application, which guarantees superior performance. The bigadvantage of a modular setup is that it allows granular control of applicationsettings. This adds the option to reset settings for an individual application and anew application can be introduced without changing the existing configuration ofother applications.Support for server silos or server groups. Configuration of separateapplication silos is supported and does not require additional scripting. Theconfiguration of server or even workstation groups is stored in a single location inthe file system or as a Group Policy Object, and can be managed withoutadditional effort.Easy and lightweight deployment. All Immidio Flex Profiles components arepackaged into an MSI file to make deployment easy; without rebooting orchanging to install mode on terminal servers. Only a few registry keys and filesare added. If the optional Immidio Flex Profiles Service is selected during theImmidio Flex Profiles Advanced Edition – 2009 ImmidioPage 6

installation sequence, advanced features requiring elevated user rights areavailable.Support for certificates. Immidio Flex Profiles includes the option to storecertificates related to Windows and Internet Explorer user settings with a "flick ofthe switch". (Requires Immidio Flex Profiles Service)Logging: Extensive logging options, allowing monitoring and troubleshooting ofuser profiles.Error handling. Configuration and troubleshooting of Immidio Flex Profiles issimplified with options to generate clear warning messages when an error occurs,and to create a log of the actions performed by the Immidio Flex Profiles coreengine.1.2 New Features in Immidio Flex ProfilesAdvanced EditionFlex Profiles component consolidation: Selected functionality that waspreviously available through separate components and had to be called throughFlex Profiles Framework scripting has now been integrated into the Immidio FlexProfiles core engine (FlexEngine), simplifying deployment.Built-in FlexRefresh: The functionality to refresh the Windows desktop aftermodifying workspace settings, such as mouse or keyboard settings, have beenbuilt into the Immidio FlexEngine.Cross-platform Windows desktop support: Allowing simultaneous usage ofWindows 7, Windows Vista, Windows XP and Windows Server 2003/2008 TerminalServices remote desktops in one environment, preventing the need of maintainingseveral profiles per user.Graphical management console: Immidio Flex Profiles configuration files (INIfiles) can be managed through the Immidio Flex Profiles Management Console, agraphical workbench for administrators and IT professionals responsible forapplication deployment.Automated generation of application configuration files: The Immidio FlexProfiles Assistant helps administrators during the process of generating new INIfiles. (Requires the download of Microsoft SysInternals Process Monitor)Compressed archive file format: User profile archives are automatically storedas compressed ZIP files, an open storage format. This allows for a significantlysmaller footprint of profile archive files.Native 64-bit support: The Immidio Flex Profiles core engine (FlexEngine) is notonly available as a 32-bit runtime but also as a 64-bit runtime. This allows fullaccess to both registry and file system on 64-bit versions of Windows and with64-bit versions of applications.Temporary assignment of elevated user privileges: An optional Immidio FlexProfiles Service running in system context allows access to selected areas in theImmidio Flex Profiles Advanced Edition – 2009 ImmidioPage 7

registry. This functionality simplifies the handling of settings which requireelevated permissions, for example certificates and passwords.Configuration file hierarchy: A complete folder hierarchy containingconfiguration files can be called within a single command, reducing the overheadby calling large numbers of individual INI files. Now Immidio Flex Profiles can alsodeal with INI files in subfolders, allowing administrators to organize their INI filesin a flexible way.User permission awareness: The awareness of configurations files permissionsettings was moved directly into the Immidio FlexEngine. This allows theassignment of INI files to individual users or groups through the modification offile permissions in a much simpler way than ever before.Group Policy support: Integration into Active Directory, allowing theconfiguration of the FlexEngine through Group Policies as an alternative tocommand-line parameters.1.3 Concepts and MethodologyThe general concept of profile management with Immidio Flex Profiles is based on usingstandard mechanisms built into the Windows operating system and extending them bylow-footprint runtime components and a smart management console. Immidio FlexProfiles supports user sessions running on local Windows, Remote Desktop Services (akaTerminal Services), Citrix XenApp or virtual desktops. The user sessions are configured touse either mandatory profiles or local profiles, referred to as a standard Windows profile.Each user’s standard Windows profile is loaded the first time he or she logs on to thesystem with Immidio Flex Profiles installed and configured. After the user has beenmodifying settings while working in an individualized environment, he or she logs off. Alogoff script calls the Immidio Flex Profiles core engine (FlexEngine) that saves all userconfigurable settings in ZIP archive files in a preconfigured folder (the user’s home folderor a dedicated network share is recommended for this). Once the settings have beensaved, the logoff process continues and the user’s customized profile may be deleted onthe remote desktop platform, while its settings are still preserved on the user’s homefolder.NOTE: Immidio Flex Profiles also works in conjunction with roaming profiles. Thebenefits of Immidio Flex Profiles, however, are not as obvious in such a constellation.The mandatory or standard profile is loaded again the next time the user logs on. Oncethe profile load process is finished, a logon script runs the Flex Profiles core engine. Itcustomizes (or individualizes) the user’s session environment with the settings that weresaved in his home folder from the previous session. These user-specific settings can bebased on data stored in the registry and profile folders.The advantage of this method is that you get the performance and stability of mandatoryor local profiles while still having the ability to retain customized user settings from theirsessions. Simple INI configuration files determine which registry settings, files or foldersshould be retained within the profile. When configured properly, Immidio Flex Profilesprovides extremely fast user logons and logoffs when compared to standard roamingprofiles. This method also allows the simultaneous usage of Windows 7, Windows Vista,Immidio Flex Profiles Advanced Edition – 2009 ImmidioPage 8

Windows XP, and Windows Server 2003/2008 Terminal Services remote desktops in oneenvironment; user-specific settings work cross-platform if Immidio Flex Profiles is used.1.4 Migration from Previous VersionsImmidio Flex Profiles Advanced Edition is backward compatible to Immidio Flex ProfilesExpress Edition. Any INI and ZIP file working with Immidio Flex Profiles Express Editionwill also work with Immidio Flex Profiles Advanced Edition.All functionalities that were previously available through separate components or throughthe Immidio Flex Profiles Framework script are now integrated into the Immidio FlexProfiles core engine (FlexEngine). If you want to continue using the Flex ProfilesFramework created with Immidio Flex Profiles Express Edition, the underlying Frameworkscript needs to be reviewed and probably requires adaptation.Upgrading from Login Consultants’ Flex Profile Kit to Immidio Flex Profiles is also simpleand straightforward. The Immidio Flex Profiles core engine (FlexEngine) is backwardcompatible with configuration files consumed by the Microsoft Office Profile Wizard, soexisting INI files can be used as-is.1.5 Using Immidio Flex Profiles Advanced EditionImmidio Flex Profiles includes seven important components you need to know beforeusing it in your Windows environment.1. The Immidio Flex Profiles core engine FlexEngine.exe, which saves and restoresuser profile information, working together with the Immidio FlexService.2. The Immidio Flex Profiles Assistant, which interprets log files created bySysInternals Process Monitor and generates Flex Profiles Import Files (.Flex files)containing preselected configuration information.3. The Immidio Flex Profiles Management Console, a graphical workbench whichloads Flex Profiles Import Files and manages individual configuration settings.4. The Immidio Flex Profiles license file.5. An administrative template for configuring Immidio FlexEngine through ActiveDirectory Group Policies.6. A collection of configuration files (INI files, such as Example.ini), each of themused to define which registry keys or profile files need to be saved and restoredfor a particular

Built-in FlexRefresh: The functionality to refresh the Windows desktop after modifying workspace settings, such as mouse or keyboard settings, have been built into the Immidio FlexEngine. Cross-platform Windows desktop support: Allowing simultaneous usage of Windows 7, Windows Vista, Windows XP and Windows Server 2003/2008 Terminal

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