Getting Started With UEM Part 2: Laying The Foundation – File Services

In my last post on UEM, I discussed the components and key considerations that go into deploying VMware UEM.  UEM is made up of multiple components that rely on a common infrastructure of file shares and Group Policy to manage the user environment, and in this post, we will cover how to deploy the file share infrastructure.

There are two file shares that we will be deploying.  These file shares are:

  • UEM Configuration File Share
  • UEM User Data Share

Configuration File Share

The first of the two UEM file shares is the configuration file share.  This file share holds the configuration data used by the UEM agent that is installed in the virtual desktops or RDSH servers.

The UEM configuration share contains a few important subfolders.  These subfolders are created by the UEM management console during it’s initial setup, and they align with various tabs in the UEM Management Console.  We will discuss this more in a future article on using the UEM Management console.

  • General – This is the primary subfolder on the configuration share, and it contains the main configuration files for the agent.
  • FlexRepository – This subfolder under General contains all of the settings configured on the “User Environment” tab.  The settings in this folder tell the UEM agent how to configure policies such as Application Blocking, Horizon Smart Policies, and ADMX-based settings.

Administrators can create their own subfolders for organizing application and Windows  personalization.  These are created in the user personalization tab, and when a folder is created in the UEM Management Console, it is also created on the configuration share.  Some folders that I use in my environment are:

  • Applications – This is the first subfolder underneath the General folder.  This folder contains the INI files that tell the UEM agent how to manage application personalization.  The Applications folder makes up one part of the “Personalization” tab.
  • Windows Settings – This folder contains the INI files that tell the UEM agent how to manage the Windows environment personalization.  The Windows Settings folder makes up the other part of the Personalization tab.

Some environments are a little more complex, and they require additional configuration sets for different use cases.  UEM can create a silo for specific settings that should only be applied to certain users or groups of machines.  A silo can have any folder structure you choose to set up – it can be a single application configuration file or it can be an entire set of configurations with multiple sub-folders.  Each silo also requires its own Group Policy configuration.

User Data File Share

The second UEM file share is the user data file share.  This file share holds the user data that is managed by UEM.  This is where any captured application profiles are stored. It can also contain other user data that may not be managed by UEM such as folders managed by Windows Folder Redirection.  I’ve seen instances where the UEM User Data Share also contained other data to provide a single location where all user data is stored.

The key thing to remember about this share is that it is a user data share.  These folders belong to the user, and they should be secured so that other users cannot access them.  IT administrators, system processes such as antivirus and backup engines, and, if allowed by policy, the helpdesk should also have access to these folders to support the environment.

User application settings data is stored on the share.  This consists of registry keys and files and folders from the local user profile.  When this data is captured by the UEM agent, it is compressed in a zip file before being written out to the network.  The user data folder also can contain backup copies of user settings, so if an application gets corrupted, the helpdesk or the user themselves can easily roll back to the last configuration.

UEM also allows log data to be stored on the user data share.  The log contains information about activities that the UEM agent performs during logon, application launch and close, and logoff, and it provides a wealth of troubleshooting information for administrators.

UEM Shared Folder Replication

VMware UEM is perfect for multi-site end-user computing environments because it only reads settings and data at logon and writes back to the share at user logoff.  If FlexDirect is enabled for applications, it will also read during an application launch and write back when the last instance of the application is closed.  This means that it is possible to replicate UEM data to other file shares, and the risk of file corruption is minimized due to file locks being minimized.

Both the UEM Configuration Share and the UEM User Data share can be replicated using various file replication technologies.

DFS Namespaces

As environments grow or servers are retired, this UEM data may need to be moved to new locations.  Or it may need to exist in multiple locations to support multiple sites.  In order to simplify the configuration of UEM and minimize the number of changes that are required to Group Policy or other configurations, I recommend using DFS Namespaces to provide a single namespace for the file shares.  This allows users to use a single path to access the file shares regardless of their location or the servers that the data is located on.

UEM Share Permissions

It’s not safe assume that everyone is using Windows-based file servers to provide file services in their environment.  Because of that, setting up network shares is beyond the scope of this post.  The process of creating the share and applying security varies based on the device hosting the share.

The required Share and NTFS/File permissions are listed in the table below. These contain the basic permissions that are required to use UEM.  The share permissions required for the HelpDesk tool are not included in the table.

Share Share Permissions NTFS Permissions
UEMConfiguration Administrators: Full Control

UEM Admins: Change

Authenticated Users: Read

Administrators: Full Control

UEM Admins: Full Control

Authenticated Users: Read and Execute

UserData Administrators: Full Control

UEM Admins: Full Control

Authenticated Users: Change

Administrators: Full Control

UEM Admins: Full Control

Authenticated Users (This folder Only):

Read and Execute

Create Folders/Append Data

Creator Owner (Subfolders and files only):

Full Control

Wrapup and Next Steps

This post just provided a basic overview of the required UEM file shares and user permissions.  If you’re planning to do a multi-site environment or have multiple servers, this would be a good time to configure replication.

The next post in this series will cover the setup and initial configuration of the UEM management infrastructure.  This includes setting up the management console and configuring Group Policy.

Getting Started with VMware UEM

One of the most important aspects of any end-user computing environment is user experience, and a big part of user experience is managing the user’s Windows and application preferences.  This is especially true in non-persistent environments and published application environments where the user may not log into the same machine each time.

So why is this important?  A big part of a user’s experience on any desktop is maintaining their customizations.  Users invest time into personalizing their environment by setting a desktop background, creating an Outlook signature, or configuring the applications to connect to the correct datasets, and the ability to retain these settings make users more productive because they don’t have to recreate these every time they log in or open the application.

User settings portability is nothing new.  Microsoft Roaming Profiles have been around for a long time.  But Roaming Profiles also have limitations, such as casting a large net by moving the entire profile (or the App Data roaming folder on newer versions of Windows) or being tied to specific versions of Windows.

VMware User Environment Manager, or UEM for short, is one of a few 3rd-party user environment management tools that can provide a lighter-weight solution than Roaming Profiles.  UEM can manage both the user’s personalization of the environment by capturing Windows and application settings as well as apply settings to the desktop or RDSH session based on the user’s context.  This can include things like setting up network drives and printers, Horizon Smart Policies to control various Horizon features, and acting as a Group Policy replacement for per-user settings.

UEM Components

There are four main components for VMware UEM.  The components are:

  • UEM Management Console – The central console for managing the UEM configuration
  • UEM Agent – The local agent installed on the virtual desktop, RDSH server, or physical machine
  • Configuration File Share – Network File Share where UEM configuration data is stored
  • User Data File Share – Network File Share where user data is stored.  Depending on the environment and the options used, this can be multiple file shares.

The UEM Console is the central management tool for UEM.  The console does not require a database, and anything that is configured in the console is saved as a text file on the configuration file share.  The agent consumes these configuration files from the configuration share during logon and logoff, and it saves the application or Windows settings configuration when the application is closed or when the user logs off, and it stores them on the user data share as a ZIP file.

The UEM Agent also includes a few other optional tools.  These are a Self-Service Tool, which allows users to restore application configurations from a backup, and an Application Migration Tool.  The Application Migration Tool allows UEM to convert settings from one version of an application to another when the vendor uses different registry keys and AppData folders for different versions.  Microsoft Office is the primary use case for this feature, although other applications may require it as well.

UEM also includes a couple of additional tools to assist administrators with maintaining environment.  The first of these tools is the Application Profiler Tool.  This tool runs on a desktop or an RDSH Server in lieu of the UEM Agent.  Administrators can use this tool to create UEM profiles for applications, and it does this by running the application and tracking where the application writes to.  It can also be used to create default settings that are applied to an application when a user launches it, and this can be used to reduce the amount of time it takes to get users applications configured for the first time.

The other support tool is the Help Desk support tool.  The Helpdesk support tool allows helpdesk agents or other IT support to restore a backup of a user settings archive.

Planning for a UEM Deployment

There are a couple of questions you need to ask when deploying UEM.

  1. How many configuration shares will I have, and where will they be placed? – In multisite environments, I may need multiple configuration shares so the configs are placed near the desktop environments.
  2. How many user data shares will I need, and where will they be placed?  – This is another factor in multi-site environments.  It is also a factor in how I design my overall user data file structure if I’m using other features like folder redirection.  Do I want to keep all my user data together to make it easier to manage and back up, or do I want to place it on multiple file shares.
  3. Will I be using file replication technology? What replication technology will be used? – A third consideration for multi-site environments.  How am I replicating my data between sites?
  4. What URL/Name will be used to access the shares? – Will some sort of global namespace, like a DFS Namespace, be used to provide a single name for accessing the shares?  Or will each server be accessed individually?  This can have some implications around configuring Group Policy and how users are referred to the nearest file server.
  5. Where will I run the management console?  Who will have access to it?
  6. Will I configure UEM to create backup copies of user settings?  How many backup copies will be created?

These are the main questions that come up from an infrastructure and architecture perspective, and they influence how the UEM file shares and Group Policy objects will be configured.

Since UEM does not require a database, and it does not actively use files on a network share, planning for multisite deployments is relatively straight forward.

In the next post, I’ll talk about deploying the UEM supporting infrastructure.