Overview
Software-Accelerated VDI Assessment
The VDI Assessment Pack is a productized assessment service powered by a purpose-built CLI tool. It automates the discovery, analysis, and remediation planning that would otherwise require weeks of manual effort from senior consultants.
The tool runs offline on-premises — no agents, no cloud dependencies, no data leaving the client network. A single command collects inventory and telemetry from the Citrix environment, evaluates 30 assessment rules across four domains, and produces a complete evidence bundle with findings, scores, and remediation recommendations.
Coverage
What We Assess
30 automated rules evaluate your environment across four domains, each producing severity-scored findings with specific remediation recommendations.
User Experience
- Logon duration analysis (avg, p95, p99)
- Session disconnect and reconnect patterns
- Connection failure hotspots by delivery group
Capacity
- Concurrency headroom vs. VDA count
- Pool balance and provisioning analysis
- Static vs. pooled machine mix
Security
- USB, clipboard, and drive redirection policies
- Data exfiltration exposure analysis
- Printer and audio bandwidth controls
Resilience
- Single points of failure (controllers, catalogs)
- Version drift across controllers
- DR readiness and session reliability
How It Works
Methodology
Initialize
Configure assessment scope, target controllers, and credentials. Credentials are encrypted at rest using Windows DPAPI.
Collect
Automated inventory and telemetry collection via the Citrix PowerShell SDK. Captures controllers, catalogs, delivery groups, VDAs, sessions, logon metrics, and policy settings.
Analyze
30 rules evaluate the collected data across four domains. Each finding includes severity, confidence, effort estimate, and a specific remediation recommendation.
Report
Self-contained HTML and PDF reports with executive summary, domain scorecards, detailed findings, full inventory, telemetry charts, and policy audit.
Deliver
Evidence bundle (ZIP) containing reports, CSV exports, audit trail, and manifest. Everything the client needs for handoff, compliance, or internal review.
Output
Sample Deliverables
Representative samples generated from a mock Citrix environment (2 controllers, 3 catalogs, 3 delivery groups, 25 VDAs, 7 findings across 4 domains).
Assessment Report
The primary deliverable: a self-contained HTML report with executive summary, domain scorecards, detailed findings with severity and remediation, full inventory, telemetry data, and policy audit.
Executive Recommendations
The follow-on deliverable: a CTO-ready recommendations deck that translates assessment findings into prioritized remediation projects with effort, timeline, risk reduction, and business justification.
Questions
Frequently Asked Questions
Security & Data Handling
Does any data leave the client network?
No. The tool runs entirely on-premises with no outbound network calls. All collected data, analysis results, and reports are written to a local directory on the machine where the tool is executed. The evidence bundle (ZIP) is handed to the client — nothing is uploaded, phoned home, or transmitted externally.
What credentials are required?
The tool needs read-only access to the Citrix PowerShell SDK — specifically, a domain account with the Citrix Read-Only Administrator role on the Delivery Controller. No domain admin, local admin, or write access is required. Credentials are encrypted at rest using Windows DPAPI (CurrentUser scope) and are never stored in plaintext.
How are credentials stored?
The built-in secrets store uses Windows Data Protection API (DPAPI) to encrypt each credential individually, scoped to the current user profile on the current machine. Credentials cannot be decrypted by other users or on other machines. They are stored as individual encrypted files — not in config files, environment variables, or registry keys.
Can we review the tool before running it?
Yes. The tool is a self-contained .NET 8 executable with no runtime dependencies beyond the Citrix PowerShell SDK. We provide the full source code, architecture documentation, and a mock connector that lets your team run the complete assessment pipeline against synthetic data before touching production. The architecture page documents every interface, rule, and data flow.
Performance & Impact
Does the tool impact production VDI performance?
Impact is minimal. The tool issues read-only PowerShell commands against the Delivery Controller — the same queries that Citrix Director and Studio use. It does not install agents on VDAs, modify Citrix configuration, or generate synthetic load. Telemetry collection queries historical data from the controller's monitoring database, not real-time session data.
How long does an assessment take to run?
A Snapshot assessment typically completes in 2-5 minutes depending on environment size (number of VDAs, delivery groups, and historical telemetry depth). A Baseline assessment collects telemetry at scheduled intervals over 7+ days to capture usage patterns across business hours, weekends, and month-end peaks — individual collection runs take under a minute each.
What is the difference between Snapshot and Baseline?
Snapshot is a point-in-time assessment: one collection, one analysis, one report. It captures the current state of the environment and is ideal for initial discovery or quick health checks.
Baseline collects telemetry at regular intervals (e.g., every 60 minutes) over 7 or more days, then analyzes the full dataset. This captures concurrency patterns, peak hours, weekend differences, and intermittent issues that a single snapshot would miss. Baseline is the recommended tier for environments going into remediation planning.
Methodology & Rules
How are severity scores calculated?
Each domain (UX, Capacity, Security, Resilience) starts at 100 and loses points per finding based on severity: Critical (-25), High (-15), Medium (-8), Low (-3). The scoring engine also factors in confidence level and the number of affected resources. Domain scores below 70 are flagged as requiring immediate attention.
What if a rule doesn't apply to our environment?
Rules are self-gating: each rule checks whether the required data exists before evaluating. For example, the server OS density rule only fires if server OS VDAs are present, and session telemetry rules only fire if telemetry buckets contain data. Rules that find no applicable data produce no findings — they don't generate false positives or "not applicable" noise.
Can we customize the rules or thresholds?
The current release uses curated thresholds based on Citrix best practices and field experience (e.g., 45-second average logon, 15% concurrency headroom). Custom threshold configuration is on the roadmap. In the meantime, findings include the measured value alongside the threshold so your team can apply their own judgment to borderline cases.
What does the evidence bundle contain?
The exported ZIP includes: HTML report, PDF report, raw inventory CSVs (controllers, catalogs, delivery groups, VDAs), telemetry CSVs (sessions, logons, failures), policy settings export, the scored findings as structured data, a JSONL audit trail of every action the tool took, and a manifest with file checksums. This gives your team full traceability from raw data to final recommendations.
Deployment & Prerequisites
What are the prerequisites?
The tool requires:
- Windows 10/11 or Server 2019+ (for DPAPI and PowerShell support)
- Citrix PowerShell SDK (installed with Citrix Studio or standalone)
- Network access to at least one Delivery Controller
- Read-only Citrix admin role on the target site
No .NET runtime installation is required — the tool ships as a self-contained executable.
Does it require agents on the VDAs?
No. The tool collects all data through the Citrix Delivery Controller's PowerShell SDK. It queries the controller for inventory (catalogs, delivery groups, VDA registrations) and telemetry (session counts, logon durations, failure events). Nothing is installed on, deployed to, or executed on individual VDAs.
What platforms are supported?
Citrix Virtual Apps & Desktops (CVAD) is fully supported in v1, including both on-premises and Citrix Cloud deployments that expose the PowerShell SDK. VMware Horizon and Azure Virtual Desktop (AVD) connectors are planned for future releases — the tool's architecture uses a connector abstraction layer specifically designed for multi-platform support.
Can it run on a jumpbox or management server?
Yes, and that's the recommended deployment. Run the tool from any Windows machine that has the Citrix PowerShell SDK installed and network connectivity to the Delivery Controller. A Citrix admin jumpbox or the controller itself both work. The tool writes output to a local data/ directory relative to the working directory.