Congratulations! You successfully set up your ControlUp environment. During the installation phase, you installed and configured the ControlUp Real-Time Console. Let's get started with the initial configuration of your ControlUp environment. The following sections briefly describe the steps that we recommend you to perform in this order. In each step, you can find a link to the articles that describe what you should do for each of the recommended actions.
To configure your ControlUp environment, perform the following steps, preferably in the order listed:
1. Create Shared Credentials
The first step is to create shared credentials. Whenever ControlUp needs to connect to a resource that requires authentication, it is recommended to create the necessary credentials and to save them safely in your ControlUp environment.
The configuration of shared credentials is described in the Configuring Shared Credentials article.
2. Add a Monitor
Configure a monitor to allow 24/7 monitoring of your resources. The monitor uses credentials that you set up in Step #1. For more details about how to set up a ControlUp Monitor in your ControlUp environment, refer to Add a ControlUp Monitor.
3. Create Folders
After adding a monitor, create a folder structure within your Real-Time Console. This helps you to better organize the components of your organization and to view them in your organizational tree in the console. For more details about how to create folders, refer to Create Folders.
4. Add Managed Machines
After you create your organizational folder tree, you can add the machines you want to manage to it. For details about the ways you can add machines to your ControlUp organization, refer to Add Machines article.
5. Add Hypervisors
ControlUp supports monitoring and managing virtualization infrastructures based on VMware vSphere, Citrix Server, Nutanix AHV, Microsoft Hyper-V, alone or in combination. To see a list of supported hypervisors, refer to Which hypervisors are supported in Controlup.
For details about how to add a hypervisor to your ControlUp organization, see Add Hypervisor article.
6. Add an EUC Environment
You can easily monitor, troubleshoot, and remediate your EUC environment with ControlUp. For details about how to add an EUC environment to your ControlUp organization, see this article.
7. Add a Netscaler Appliance
The Add NetScaler Appliance user guide describes how to add a Citrix Netscaler Appliance to your Real-Time Console.
8. Configure a Dedicated Data Collector
The Data Collector increases the performance capabilities of both your console and monitor when collecting metrics from external sources such as VMware vCenter, Citrix Delivery Controllers, XenServer Poolmasters, AHV Clusters, and NetScaler appliances. The configuration steps for the Data Collector are explained in the ControlUp Data Collector article.