Home > Articles

Installation Prerequisites for MetaFrame Presentation Server 3

This chapter is from the book

Terms you'll need to understand:

  • Terminal Services Licensing
  • Terminal Services Client Access Licenses (TSCALs)
  • Citrix Connection Licenses
  • Application Server mode
  • Remote Administration mode
  • Remote Desktop
  • Citrix Migration License
  • Citrix Upgrade License

Concepts you'll need to master:

  • Direct access to the Data Store
  • Indirect access to the Data Store
  • Installing Terminal Services in Application Server mode in Windows 2000 Server
  • Installing Terminal Server in Windows Server 2003

As much as we would love to tell you to just place the MetaFrame software in the CD-ROM, install it, and you'll figure out what you need to do as you go—we can't. With complicated systems that host hundreds of users, as is the case with MetaFrame Presentation Server, that approach can quickly turn into a recipe for disaster. Sure, you can install a graphics program and figure it out as you go, but thin client solutions require careful planning and educated design approaches.

In this chapter, we cover the necessary prerequisites that should be met prior to your attempting to install MetaFrame Presentation Server 3.0. In addition to the hardware and software requirements, we cover licensing and the types of licenses involved in this process. Although you probably don't need to know the ins and outs of licensing, you should know what is required for your environment and what can break from not providing proper licenses.

Licensing Requirements

Licensing is easily the most complex subject in a server-based computing environment. The reason is not that the topic is hard to understand but that the vendors are constantly changing the requirements, and with frequent operating system upgrades and application upgrades, figuring out how to stay compliant is always a challenge. In this chapter, we briefly touch on the requirements because going into detail is beyond the scope of this book, which concentrates on the Citrix Certified Administrator exam.

You need to familiarize yourself with two major components: server licenses and client licenses. Let’s tackle the server licenses first.

Server Licenses

The first component to license should be the server operating system that will host all the other applications installed on it. It is important to understand what needs to be licensed on a Windows 2000 Server and Windows Server 2003 OS to avoid connection issues later.

Both Windows 2000 Server and Windows Server 2003 have the same licensing requirements with different upgrade paths. It is best to consult your Microsoft representative to ensure you are abiding by the Microsoft guidelines for Terminal Server (TS).

Two types of licenses are required when you are running Terminal Services with Citrix MetaFrame Presentation Server 3.0:

  • Windows 2000/2003 Server License—This is the core product license, the base Windows server operating system. You need a license to install the operating system.
  • Citrix MetaFrame Presentation Server 3.0 Server license—A license is required to install the MetaFrame server software. The nice thing about Citrix MetaFrame is you have to buy only one copy of the MetaFrame Presentation Server product. After you own a license, you can install it as many times as you want on as many servers as you like. The catch is that Citrix wants to charge on the connection licenses, which we discuss in the next section, instead of charging every time you install the server product.

Client Licenses

After tackling the server licensing requirements, we arrive at the client licensing requirements. Every client that accesses a Microsoft Terminal Server or a Citrix MetaFrame Presentation Server needs a client license to be able to access the resources on the server. You also need a client license to be able to log in and use the functionality of the MPS server.

The following license requirements should be addressed in any Terminal Server or Citrix MPS environment:

  • Windows 2000/2003 Server Client Access Licenses (CALs)—You need a CAL to authenticate and use other server resources such as printing or file sharing.
  • Windows 2000/2003 Terminal Server Client Access Licenses (TSCALs)—In addition to the CALs that are required, a TSCAL is also required. For a user to log in and use the Terminal Services functionality of the server, a TSCAL is necessary. It simply licenses the TS portion of the operating system.
  • Citrix MetaFrame Presentation Server 3.0 Connection Licenses—These licenses are needed to allow users to log in to the MetaFrame Presentation Server and take advantage of its services.
  • Citrix Migration Licenses—These licenses are used to migrate to a newer version of MetaFrame. For example, if you are upgrading to MPS 3.0 from MF 1.8 or MetaFrame XP, you can use your existing licenses and migrate them. Consult with your Citrix representative to see whether you qualify for these licenses.
  • Citrix Upgrade Licenses—These licenses are used to upgrade the version of MetaFrame within the same family. For example, if you have deployed MPS 3.0 Advanced Edition and you decide you need the features of the Enterprise Edition, you would purchase upgrade licenses from Advanced Edition to Enterprise Edition.
  • Application Licenses—These licenses are required for any applications that you install on the MPS server. You should consult with each application’s vendor as to how licensing is treated on a Terminal Server.

InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information

To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.


Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.


If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information

Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.


This site is not directed to children under the age of 13.


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information

If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information

Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents

California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure

Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact

Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice

We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020