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Configure the Folders to mirror and Exclusion policies
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Configure the Folders to mirror and Exclusion policies
Note:
This article applies only to the file-based profile solution.
This article explains how to use the Folders to mirror and the Exclusion policies in Citrix Profile Management to optimize profile synchronization.
A transactional folder refers to a folder that contains interdependent files. Its integrity is essential during profile synchronization. By enabling the Folders to mirror policy, you can ensure proper processing of transactional folders. Folders added to this policy are synced between the user store and the local profile with their integrity preserved.
In Windows environments, many application folders in profiles are transactional. To optimize profile synchronization, combine the Folders to mirror policy with inclusion and exclusion policies, such as:
- Inclusion policy: Directories to synchronize
- Exclusion policies: Exclusion list - files, Exclusion list - directories, Enable default exclusion list - directories, and Logon exclusion check
The priority orders for the Folders to mirror policy and the exclusion policies vary based on the Citrix Profile Management version. Properly configuring these policies ensures accurate synchronization of transactional folders and prevents unnecessary data transfer.
Priority orders
The following sections provide priority orders and configuration examples for different versions of Citrix Profile Management:
General priority orders
The following table shows how Citrix Profile Management processes the Folders to mirror policy and the exclusion policies in different Citrix Profile Management versions.
| Version | Priority order | Consideration | Solution |
|---|---|---|---|
| 1912 or later | Exclusion policies > Folders to mirror | A mirrored folder isn’t synced if it or its parent folder is in the exclusion list. | Add the mirrored folder to Directories to synchronize. |
| Earlier than 1912 | Folders to mirror > Exclusion policies | Unable to exclude unnecessary subfolders under mirrored folders. | NA |
Configuration example for version 1912 and later
To exclude AppData\Local while ensuring AppData\Local\Packages (a transactional folder for UWP app data) is mirrored:
- Add
AppData\Localto Exclusion list - directories. - Add
AppData\Local\Packagesto Directories to synchronize. - Add
AppData\Local\Packagesto Folders to mirror.
Priority orders used by the Logon exclusion check policy
The Logon exclusion check policy determines how exclusions are processed when excluded files and folders are found in the user store during logon. Its interaction with the Folders to mirror and the exclusion policies also varies by version:
| Version | Priority order | Consideration | Solution |
|---|---|---|---|
| 2203 LTSR CU4 or 2311 or later | Exclusion policies > Folders to mirror policy | A mirrored folder isn’t synced if it or its parent folders are in the exclusion list. | Add the mirrored folder to Directories to synchronize. |
| Earlier than Release 2203 LTSR CU4 or 2311 | Folders to mirror policy > Exclusion policies | Unable to exclude unnecessary subfolders under mirrored folders. | NA |
How to upgrade
When upgrading Citrix Profile Management, review and adjust your policy settings to maintain profile synchronization efficiency. Different versions of Citrix Profile Management introduce changes to policy priorities that might require updates to your settings.
See the following sections for guidance based on your target version.
Upgrade to version 1912 or later
Follow these steps to verify policy settings after upgrading:
- Review the exclusion list and the mirrored folder list.
- If a folder is in Folders to mirror but excluded (or its parent folder is excluded), add it to Directories to synchronize.
Upgrade to version 2203 LTSR CU4 or 2311 or later
Follow these steps to verify policy settings after upgrading:
- Review the Logon exclusion check policy.
- If this policy is enabled and a folder in Folders to mirror is excluded, add it to Directories to synchronize.
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