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Citrix Synergy TV - SYN233 - Geek's guide to the workspace (part 8): intelligent communications

Fernando Klurfan
Principal Product Manager at Citrix
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Citrix Synergy Atlanta 2019
May 23, 2019, Atlanta, GA, United States
Citrix Synergy Atlanta 2019
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Citrix Synergy TV - SYN233 - Geek's guide to the workspace (part 8): intelligent communications
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About speakers

Fernando Klurfan
Principal Product Manager at Citrix
Stefan Pieters
Principal Domain Specialist EMEA at Citrix

About the talk

How many items are currently in your email inbox? As organizations expand to include multiple locations, remote workers and contractors, users need a way to collaborate virtually. In the absence of better options, email and other tools have been pushed beyond what they were designed to do. Using the wrong tool for collaboration hinders a user's ability to get work done. Valuable feedback and insights are lost and discussions get fragmented. User productivity is impacted as users hunt for the right piece of content. In this session, learn how Citrix Workspace allows users to better collaborate with workflows and third-party application integration. Note: This session will be live-streamed during the event and available for on-demand viewing post-event on Citrix Synergy TV.

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So I guess we live. First of all welcome and I really want to make my compliments to you and your choice of sessions because obviously this is going to be the highlight pretty much their synergy. So, my name is Stefan. I'm at the main specialist back in Amsterdam. And today I've brought with me my friend Fernando HDX actually a little known fact that there's his pop group called Abba who made a song about it. But first, I want to start off with a question

who here really really loves email. There's always that one. Okay. So neither do I need to do we so this session mostly is going to be about the ways that we make it easier for people to leave emailed to aside so to say so we're going to show you ways of accomplishing that and it's a really get work done. So the agenda if we go review we're going to start weed a Content collaboration. Then we're going to run into slack and integration with in pain management. Then we're going to talk a little bit about the

intelligent workplace what that means and we going to accumulate on Microsoft teams. Soul previously in the last episode presented the Citrix before lab Sunday stops and all the flavors that you have to get out of your body talk about Pacific Cloud and sit on the stove service They also talked about the new offering City to manage desktops, which was this energy. They also talked a little bit about the W video for from Microsoft, which is the multi user Windows 10

Archer based off of that they have and how that integrates with Citrix cloud. And of course they old school on Brambleton desktops. Brighton Towing in for citrus content collaboration AKA sharefile. Yes. I know. We are really good at changing product names. Just to give you a little bit of background on that you may steer the still here and the term chair Powell every now and then that's because we still have that as a separate offering and we don't really want to confuse the existing customers that only use when we talked about

Citrix workspace and the sheriff of that. It's that that time that we refer to it as citrus content collaboration. No, for those of you that have very little knowledge of that or just want a slight recap Sheriff. I was actually or content collaboration is actually one of the first sin six cloud services. That should fix had we've had it for a number of years and it's basically a hybrid service where the central part of the control plane that really defines the

functionality of being able to collaborate on files to share files with other people in a secure an easy way the end user experience really as defined in the control plane. The reporting is done there. You can Define policies there and then where you actually store your files. That's a choice. So that choice could be that you want your stuff on premises in your own data center on your own storage. You could put it on your own your customer managed cloud storage or trusted partner manage cloud storage

for Citrix managed cloud storage so that we take care of things like antivirus and suck. Even if you do want us to manage it there are still some choices. If you really want to use you want us to use AWS for a door or a drawer or something, then you can still determine that. Note to get to the part of contents collaboration, which really makes your life easier as a user or person as I'd like to call you if there's sometimes the way you use content collaboration is in any number of ways. We have a course

of browser you why we have mobile app. There are native client for iOS 10 and for Windows, there's a lot of ways to do it and That really Define what Sheriff all is as its. It's a central way to not only get to all your files wherever they are stored. It's also a way to share those files to edit some to provide a secure way to sync all those files to all your different devices to be able to access them anytime you like but there are also features and it's like being able to provide electronic signature on it, which can be a part of

sheriff. Oh so you don't necessarily need a third-party application to do that. And of course it provides auditing and it in this day and age of things like gdpr and this is becoming more and more increasingly important. No the desktop client. That's a fairly new one. We have a specific files client for Mac and for Windows and all those all that functionality can be accessed right from the integration of those clients. So within the Mac finder and within the Windows Explorer,

you can just right click on a file and start an approval workflow or share that file with someone. Whether they are internal or external. And also what we're going to be talking about now about the workflows initiating those that can also be done right from the integration. No feedback in approval workflow is one thing the e-signatures I talked about and actually the most popular way of using sheriff is actually plugin for Outlook another way that works is and this makes it

really easy for people to until you shall functionality. What people mostly do now is in fact start and a new email and drag a file into it. Now what the plug-in does is it'll actually automatically turn. File into a hyperlink to download it instead of having. Whole file as an attachment. So definitely a popular way to use it and for the it organizations that also mean that means that your Exchange Server no longer will be used as a storage location. Something was never meant to do and we all know how

bad it can get and how Frankfort and frankly painful increasing the storage on the exchange can be so it's a very good way to use that and provide that to your Persons using it. No. What I'd like to talk about specifically today is not so much their feedback and approval workflow. But something a little more advanced the custom Works close. And custom work clothes are really designed to. Provide a good way to automate tasks and something that sometimes within every organization can take a long time can

involve multiple departments multiple people to achieve a fairly simple thing. No the way we do that is. We have an editor for that. Which is basically no code and we are regularly say that this should be easy enough for regular people to develop their own work phone and what I usually give the example of how easy it is by saying that even Citrix Tales people have made workflows that's saying a lot and I know where an IT company, but that is an example of how easy it can get. no, I'm just going to start this

demo video here. Now what you do? And in this case, we'll use the web UI to create such a workflow. Is that in this case worker make an entirely new workflow. Of course, you can take a current work slow and modifies a little bit in order to create a new one. But just to show you what it's really like will create a new one. So we'll give it a name and will want to store it somewhere of course so that also enables you to have multiple people working together on the same workflow.

But every workload starts with a trigger know a trigger can be for example a modification to a current file or a new file that's being uploaded now that can be a specific file type but you then Specify a folder to be washed. So from that point on when you start that work love that a specific folder will be monitored and any time something happens like a new file gets uploaded or gets changed that could trigger the rest of the words. But for this case, I want to

make a slightly more. Better example by showing the true power of what we can do using workflows in creating a custom form as a trigger. No. In order to do that, you can grab a current form that's already made. But in this case for the demo will create a new form. Now this form Builder has some settings some general settings for the form. If you want to progress bar while filling it out all that kind of stuff. If you wants to location of the people submitting that form to be included in it. That's all General to the form and then

You can add field and Pages know if you have a lot of feels that need to be filled in it's always a bit easier to work with multiple pages. So in this case, we are going to keep this form fairly simple, but I do want to show that there are multiple pages and as soon as we get that drop down field here there. I'm going to pause this for a second because When you choose a field type, this is also a way that you can already see how powerful these custom workload can be

all these fields hear something like including contact persons including the address. this also all shows where you can do with it and The most of these forms will be submitted through a mobile app, which I'll show in a minute. So I mobile app on the current device even slightly older device. Most of these devices will have a GPS capability still have a camera microphone. They will have an disgusting workbook and makes full use of those things that are available in devices out it so when we specify something like the camera can also

be used as a barcode reader it can also be used to record video. You can take pictures with it. All that stuff can be used in that form. For this first field, it's pretty logical to includes and something like the date which we will do will make that required setting. And I guess we won't make it a required setting. So we're each field type. There will be some additional questions in how you want to pretend that field. So for the date is fairly simple. Do you want just a day?

They're also the time. Do you want a date range on a Time rain, but for customer named you want a single line of text you when multiple lines of text. Is it required or not? Still fairly simple. I need field IDs. They're all very important as well because later on into work workflow. You can actually use that ID as a wild-card for submitting it into an email or to another web application or something like that. So in this case, I'm choosing the address as a field.

And that means your location so using the GPS part of the device and the question becomes up. Do you want to actually show that location on a map or do you want to just have the lines the text of the address entered? Then you could create a second page. So in this demo what kind of using the use case for maybe a field representative making a quote for a certain service or product? So then the commercials made be on a separate page. And since I'm asking for a price and currency, you can get you get to specify if you want all types of currency to be available or just the two most important

ones. dollars in euros I'm going to add another field here. And we'll use the barcode functionality for that one. Keep in mind all of this can replace applications that cost tens of our or even hundreds of thousands of dollars to keep around and it can be this is functionality that's available right within content collaboration. So we'll add a slider for the probability there with the percentage increments. It's all still very easy to use and add another page there. for this

electronic signature and also Keep in mind that aside from this signature whenever a workflow is triggered. So what we're doing now is somebody submit this form for a device then that will trigger work. That workflow can also include another electronic signature through an approval process from a manager or a third person. No. what we have here is Once that former submitted you can also post all of that data that was gathered or some of it to another web application or you can initiate an approval export data

to an Excel file. In this case to keep the bits in full will just send a notification email to another person in this case. That's the official person that I created for the demo line and that's how I got the right there. But if you click on that that means you get to specify a wild card which was used which game from the I'm working from the form itself. Are you a type of message? You can include more of those tags in there. Are you going to include the address so you can include the probability? Literally anything you define from that form can be used in the

notification. Also, keep in mind. It's not just limited to the one step because after that step you can still include another thing. So even if the notification doesn't mean it has to end at the notification you can still say after the notification that an issue another approval needs to be triggered from there. And then it needs to be submitted to a third-party web application so you can build build the workflow out as far as you want. Hey, so I built a notification email then you can decide which item specifically need to be in the notification email

included in it. Do you need to add files to it? Maybe existing files that lives in a share file folder somewhere? And then you can ask people that need to be able to watch I need to be able to at least the view that works though. Or go aborate on that works. Well with you, when does that work flow expire? How many days from from when it's triggered? And the file links when when should those expire all very basic settings? Okay, so we have a very simple workflow now enabled it. And then you got a link to that workflow. So that link can be distributed to people.

and about the end of the day the demo let's all just took a couple of minutes right to click read the entire workflow. Know what you can do. Is that worth looking then the filled-in through a web browser. But in this case, I want to show what it's the experience for a field agent with an iPhone in this page that wants to fill out that works with so Start the workflow application. In this case. I was already authenticated but you can couple that with multi-factor authentication the workflow app itself

can be pushed out through a central time for the management for for example, and then it's easy enough to select a date to type in the customer name the GPS defined where the address is. In this case is the sales guys already at page to entering the price. I'll scan the barcode which comes up with the number and sets and probability for when the deal will come in. In this case, it's very likely. and then draw or write a signature very very beautiful one in this case. And then all that's left to do is click on

or tap on submit. Just he's very sure he wants to submit it. There you go. It's submitted now and then it triggers a workflow and the welcome email will come in. That's really how easy it is. So I definitely would advise to see what it's like to get things going and try it out for yourself. That we do also have a small item on a slack integration in Citrix secure mail. I know I know that we don't have a lot of female lovers in the room from that first question.

One of the most important one of the most popular apps that come close sometimes to communicating without having to use email. It's black. I know we used internally alot. My general rule is that if I get too or at least three emails on the same subject and starts to form a thread I usually want to take that conversation because now it's not just an email for it anymore. It's it's really for my feelings as it's turning into a conversation. I want to move that

conversation into Slack That we make that very easy and the way we do that is insecure male. There's a feature called slack integration and I've prepared a small demo video of how you turn that on. No, I'll just start up my secure mail and in preparation for this event. I was emailing back and forth with Dan and Fernando and at the first I just scroll back a little bit. Right now all I can do for the email is forwarded or reply it right? So that means I don't have the integration turned on to turn it on. That's what I know now, but this part you only

have to do one chest so you can set it and forget it. So it'll work from that point on. So what you do is to go back to the settings for secure mail in the bottom right corner. And then there's the slack integration preview there. So you just turn that on and it'll ask you to authenticate to your slack account indicates. We have secured that with multi-factor authentication as well. So I'll type in my username and I'll I won't show you my password, of course. Enter my token. And from that point

on the slack integration is is there. So this part you only have to do one now going back to the same email. So you authorized it of course and then you get a message saying you're connected to Slack. Not if I go back to the same email. And then click on the blue button you just tap on chat and slack and then it moves that conversation into slack and I can just say guys things are going great and we can move on. Write perfect. So We're going to transition now. We're going to start talking a little bit about workspace workspace intelligent experience

what that means what was an ounce of the keynote and how that integrates with the rest of the seafood stock. So first, let's make a quick recap because Citrix workspace. It's a concept introduced last year. It's relatively new. So I want to lay out the foundation's so we are on the same page. So is composed of a few services Fredericksburg space includes the original beautiful of thunderstorms. We all love includes need to graduate on decoration endpoint management Canada service bundled in the workspace offer and we have access control, which is something that I really

understood of the four to access control. It's a way we can provide the users secure access to websites that Jose confidential information and that you want to secure for example by utilizing then it cannot secure web Gateway Network loud. So whenever they try to walk to Salesforce their proximity to the netscaler and service or if they contend it's not nothing need to be secured. We allowed Add browser to contact the content directly or even further if the content requires the highest levels of security we

can fall back to using secure browser in either way. We've neutralized officinalis transferring to the user and Define via policies. All this it's tied up with the Citrix analytics and services. And we also provide the same user experience on every device which is Citrix workspace 3 editions and husband available in ceaseless energy. Wheaties the software integration and the Citrix so when I be loved the slide So did you see that Jen work with what are these? Let's focus enough for a minute. It's an added value on top of Citrix workspace. It's a way that we

expand that offer and we allow line of business applications to basically cut out micro work clothes simple simple flows from the application and send it to the workplace up. So we don't see the entire application. It's not like we are now getting older date African Quorum dumping you can work space up. There are specific actions that the admin Define and I want to make those available today user inside a workspace UI. So he can interact with them perform actions classic examples are data. Comes through

Power bi dashboard or cell phone support communities that I want to approve or expense reports. The classic example feet are aggregated into the water speed up. The user can interact with them that triggers a microbe workflow inside Citrix Cloud which eventually Complete the cycle and interact with South application. This is how the UI looks were going to show up a few demo Sundays, but it's mainly composed of three different areas. The first area inside intelligent experience is compose

with the assistance in a search toolbar. Then we have all the action connectivity fits. This is how we envisioned users performing a great amount of interaction PDF Application Study needs and of course, we have the old school app and then stops and see which files so now we not only giving you the access to a vehicle after lease or buy it now. giving you the capacity to interact with their applications that the user is most frequently accessing How to build this Integrations we are going to offer I'm saying. Off and going to offer because it's not here yet.

Of course as you're well no, but when it will be released there will be no code microlab builder in there as well. One thing to remember there is that the bottom one is pretty important as well as I've got been getting a lot of questions about that this week if the roads are going to support on premises systems. Yes, that is the case. So this low code Builder wanted to show you a bit of how that will work as well now just like the spice we previously we just shown

the look and feel of this is subject to change and most likely will change because we are still working on it and perfecting it. So the my crotch pain from the cloud cam console. you'll likely get something that looks like this may be an instructional video to explain what to expect and then you get started with a No, in this case the integration that you add could be a new one or an existing one that you modify in. This case will choose a first will choose a new one. I'm in an existing one. So we'll select that

in this case will be a concur. You go through the domain and Authentication. What type of authentication you enter the credentials and click next? And then it'll say what kind of thing that we will drag out of the application itself or out of the date database with the back end and cast it into that serve it. And then all you need to do. Let's see what the micro apps are may be modified those and then configure the single sign-on for it and then you're done.

Now that's still no code. but there will be the option, of course to really specify some different things that you want to get out of an application and really build out what you want that Michael have to show in that UI for workspace. Now if you want to create a completely new one we are going to planning is to also offer some type of marketplace for integration. And of course, we've built integration ourselves as well. So this is an example of it, but you go through the same process. Enter you are right and the authentication

details and tells you what it will would like to get the authorized that by the way all the things we cash from one of those applications in the microwave service. They are stored. completely encrypted, of course So that shows a little bit of what's a microbe Builder will look like not much yet. But I want to also show what it what it means for the person using it in this case pepper. And peppers did VP of sales. So she has some recommended actions up there. She's reminded that 8 there's holidays coming up. Maybe you should request a PTO.

It's always a good one. So if you click on it, it's actually actionable and already had some dates up there. You can put a purpose in there and submit it and it will be submitted into station workday, but it can be any kind of system that deals with out of court. then there's apparently a report pending approval. You can see the details of that. Before you approve it you can. Really got the most valuable information that you need to complete that specific tasks.

I've also had people come up to me this week already saying but this is huge. But how am I going to get all my applications in here? That's not really what we're after here. We're just trying to get the applications in there that you can that you need to use. Of course, this is important one cuz she's got a new account lost photos. Hermana. That you want to get things done quickly in a short amount of time maybe in between meeting. Alan the worst patient assistance and can also be used so

apparently pepper has a new colleague called my armia. She can ask a virtual assistant who that is in the Seminole way. It'll pull that information out of the beckon application itself. And get that information quickly now this will work in the workspace app not just in a browser, but also on the mobile app. Okay, so getting into the last portion of the presentation are we going to do a deeper dive into teams who will look into Microsoft teams from the

perspective of the intelligent workplace? And we looking to Microsoft teams from the perspective of beautiful eyes in the application and using HDX to offload the audio video. So told us that mean configure the experience you saw it right now over a video about these diagram step by step of the entire workflow. It's going to access this new cities and Coley Microsoft service is going to come feed her dad and then they use every time Logan Torres En Pointe lunch the workplace up connect to Westbrook's cloud. And now the workspace you I was going to be

populated with all the actions that he needs to review or perform. So once he not seen the worst place to buy contacts in my crop service microservice, then connect for example, Nicollet of Microsoft teams through Microsoft graph. We use a read-only account. We pull Office 365 we get information from Office 365 regarding teams. Then the Microsoft service is going to contact sorry the microservices going to create a card that is required for the user to complete an action. Then

and information Texas to Kenedy TX with it, which is going to somehow sort all the relevant cards that the user needs to be shown is going to contact a notification service which eventually pushes all the cards to the Citrix workspace app UI has displayed. A card regarding an expense report and they use her now wants to send this information to teams. He wants to send the expense report to a channel his member of a Microsoft teams. So he's going to select that option in the worst me to buy the information of clothes back to Citrix cloud makes it back to Microsoft graph. And from there.

You may sit up to Microsoft teams. This is how it looks on the from the user's perspective. They use her log into Citrix workspace app and there is a Salesforce opportunity know that he wants to stand two to three. He selects 10 to Microsoft teams. He select the channel where he wants to send the information you can about unity and Higley send. So now the message is sent says 40 you see there at the bottom to Microsoft team themes and is consumable or Microsoft in Seattle so he can plead International from the workspace app UI integrated with

one application in Disguise Microsoft teams that multiple applications we support Damn, right. So also just like we provide integration for other Office 365 apps like record the regular Office 365 word online Excel online. You can actually specify Sheriff as a location to save the document in even if you're working in an office Office 365 app. So the news here is that we also offer that integration in Microsoft teams and stuff in Port Allen collector file

and that would allow the traffic time to appear inside teams integration. Does Switching gears two things of limitation with HDX? We announced that are the keynote this is coming now in Citrix people after they stops 1906. And a quick overview of how this works. So we have work space up and we have the video. We publish Microsoft teams and these new Microsoft teams that's coming out in sometime in July will have a special code that we give to Microsoft application and

that's why the video portion should be so that's when we start using the HTS will directions Technologies indication HD does not mess with this part of the equation by the wiki game. So we provide Microsoft an interface they can call we then create an element that we call the date fix HDX overlay area. We are start going to start communicating with a Citrix workspace app media engine which is bundle by default with work pick up. Listen to clean engine has access to your peripherals and in case you want to upload files can also do

that. And eventually we'll go to instantiate a local rendering engine where we're going to display the video. This is a classic HDX Technologies for redirection. And in that manner, we offload all the audio video and screen sharing capabilities to the endpoint itself. If I don't have much time, I'm not going to go into this diagram in detail, but it was a step by step of how they call work clothes go. If you want to learn more about this that you can come to the education right after teeth in LC 113.

The boarding party study audio video and screen sharing are offloaded from the video to the endpoint the workspace app me the engine when then establish either a peer-to-peer call or a conference call directly bypassing baby products or befriend a stops server. So in this manner, we achieve much better efficiency on on user identity on the video. Don't we go to support teams and a story of experience. So whatever you get from the desktop themes application. We want I want we want to support it also or on HDX.

We are also going to support multiple endpoints. We starting with Windows by we are going to provide support for Linux and Max too, and we have it all flowed out your video screen sharing. A few of the requirements we recommend for a good experience is somehow an industry-standard. We want to keep the latency between the endpoint and the Office 365 Network below 100 milliseconds with less than 1% packet loss in less than 30 minutes seconds of Jeter. So is you coming out in 1906 1906 is going to be the imminent release that we're putting

out the team's optimization code is bounded by default with the works with a panda video. No more plug-ins like we have with our top so that should make your life easier. The deck preview it's raining right now. Microsoft is leading the program. And after the program and there's going to be an update for Microsoft teams. And that's how you get a Microsoft teams. Beat Australia policy per user. So you can control these MCS dollar goes into program files before he wasn't in appdata with quite a lot of noise, but now it's really time that we are connected to install on

their profiles. A quick comparison between the real time of the mutation Park and Microsoft teams. I get the most important thing is that we are bonding by default all according to the work Fifth Avenue vda, and then maybe I used to be broke Eatery in they are top scenario now, it's the correct one. Remember, I don't have time. But if you come to HDs session we can talk about that and there is a booth one eye, but you can see they moan. And I'm going to close with a few mentions on how to optimize Microsoft teams. So let's say that your branch office doesn't have internet access

and you want to provide internet because now themes requires access to the cloud. So you must make sure that the internet break out on your Ranch office is reliable enough to provide real-time traffic support the we recommend st14 that then the next week going to listen to Imagine. But if you wanted to design to optimize real-time traffic increase the most score which is how they use her perceived equality from 3 to 4 plus because it has pockets duplication to the best. I mean, it will leak in case the other one is

congested. So if you wanted to read solution for real-time traffic And we. I think I'm already on 00. So the summary we overview quite a few things today. So Stephen went over to block the work clothes review slack and in pain management Microsoft teams and intelligent words. We also reviewed HDX optimization for Microsoft teams directions from intelligent workplace experience. And from HDX. We are fully committed to deliver the best experience for for Microsoft teams. In the next episode

we are going to hand over to our everyone friends and they're going to talk about your Communications. They have planned and inventory the how to optimize HDX in case you are using public toilets. So weird that I guess that was the last line please right decision Synergy 233, we welcome feedback and your feedback is really important. We do actually listen to it and we do try to implement it in your possession. And I guess I did thank you for staying with us and we hope you enjoy the conference.

Thanks.

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