ControlUp for Multi-Tenancy Environments
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    ControlUp for Multi-Tenancy Environments

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    Article Summary

    ControlUp includes full support for multi-tenancy environments. Service Providers (SP) and tenants operate in separate, isolated environments. This means that tenants' monitoring systems are not reliant on the domain controller of the SP, which allows for the segregation of the network and ensures that tenants see only data that is relevant to them. The isolation between SP and tenants ensures that tenants can maintain control over their own data and applications, without having to worry about interference or unauthorized access from other tenants.

    In the following article, we explain the general concept of the multi-tenancy feature from version 8.8 and later. We walk you through the setup of a multi-tenancy environment in which a SP can set up a ControlUp organization and allow a tenant to use it and connect to its own data sources, such as managed machines and extensions.

    To set up tenant domains in ControlUp On-Premises (COP), see COP: Create MSP Tenant Domain.

    Prerequisites

    • ControlUp version 8.8 or later.
    • The Management Network Monitor machine and the Tenant Monitor machine must be able to resolve the FQDN of each other. You can do this with host file entries on the Monitor machines. See the Architecture Overview below for more information.

    If you are an existing customer moving to MSP mode, you must also perform the following steps:

    Overview

    • There is a network separation between tenant domains a.local and b.local (they don't know each other).
    • The only component that leaves the tenant network and connects to the management network are the ControlUp Monitors (see below).
    • Outbound Internet connectivity from the console and monitors still apply in multi-tenancy mode.
    • Each tenant is considered a site by an SP. Each site needs to be set up by the SP in the Real-Time DX Console.
    • As the tenant accesses the management organization, the SP must ensure to configure the Security Policy accordingly. Tenant permissions for viewing data are managed via the View Folder permission in Security Policy. We recommend you configure each tenant under a folder in the organizational tree.
    • If you configure the Security Policy accordingly (see Step 6), Solve only shows tenants data relevant to them.

    Architecture Overview

    DesiredState.drawio 12

    Required Inbound / Outbound Rules

    SourceDestinationProtocol / Port
    ControlUp ConsoleControlUp MonitorTCP 40706 (RPC, WMI)
    ControlUp Console / MonitorsControlUp AgentTCP 40705
    ControlUp Console / MonitorsControlUp Cloud ServerTCP 443
    ControlUp Console / MonitorsPrimary Domain Controllers, other Domain ControllersTCP 389, 88, 53
    ControlUp Console / MonitorsControlUp extensions (VMware Horizon, CVAD etc.)Various
    ControlUp MonitorSolve CloudTCP 443
    ControlUp Monitor (Management Network)ControlUp Monitors (Tenant)TCP 40706 (RPC, WMI)
    ControlUp Monitors (Tenant)ControlUp Monitors (Management Network)TCP 40706 (RPC, WMI)

    How to Set Up a Multi-Tenancy Environment

    Step 1: Multi-Tenancy Configuration

    1. Open the Real-Time DX Console in the management network.
    2. Right-click the ControlUp organization > Properties > Advanced Authentication.
    3. Ensure that the organization uses Advanced Authentication. Your organization uses Advanced Authentication if the Enable Advanced Authentication checkbox is grayed out. If the box is unchecked, you need to set up Advanced Authentication.
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    4. After Advanced Authentication has been enabled, remove all monitors in your ControlUp environment, if installed. This is a prerequisite as you will not be able to switch to multi-tenancy mode.
    5. Once all monitors have been removed, click Monitoring Status > Monitors Settings > Advanced Settings and select Enable Multi-Tenancy mode.
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    Step 2: Export the Advanced Authentication Certificate

    1. On a machine in the management network, open the Certificate Manager (certlm.msc)
    2. Under Personal > Certificates, right-click the controlupcert_[NameOfMSPOrg] > All Tasks > Export.
    3. Follow the instructions on the screen and export the certificate to a file.
    4. Copy this file to any tenant machine that runs the console.

    Step 3: Import the Certificate on All Tenant Console Machines

    Before you can link your tenant to the multi-tenancy organization, you need to import the certificate to the Certificate Store.

    1. On the tenant machine, open the Certificate Manager (certlm.msc).
    2. Right-click Personal > All Tasks > Import and import the certificate.
    3. Select the Mark this key as exportable checkbox.
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    4. Verify that the certificate has been successfully imported
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    Step 4: Connect the Tenant with the Management Organization

    1. Open the console on the machine where you imported the certificate.
    2. In the Select a ControlUp organization, click Multi-tenancy login setup.
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    3. Select the certificate and click OK.
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    4. Select the management organization that this tenant belongs to and click OK.
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    5. The tenant will be linked to the Tenant in our backend which may take about a minute. Once the tenant is linked, select the management organization and click OK.
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    6. Enter the OTP code that you receive via mail.

    Step 5: Create a New Role for Each Tenant

    1. Open the console on a management machine.
    2. Under Security Policy > Create a new role for each tenant.
    3. Add a user or user group to the new role.
    4. On the management machine, set the following permission to Allow:
      1. View Folder
      2. Shared Credentials
      3. Use Solve
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    Step 6: Add Tenant Credentials on Tenant Machine

    1. On a tenant machine, go to Settings > Credentials Store > Add Credentials Set.
    2. Add the tenant user so that the multi-tenancy and tenant credentials are visible.
      image.png

    Step 7: Create a Site for Each Tenant

    1. Create a new site for each tenant.
    2. On the tenant machine, add the user account for the tenant.
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    3. Once the user that was assigned the new role is added, click the Shared checkbox to make this a Shared Credential.
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    Step 8: Add Monitors to Sites

    1. On the tenant machine, click Settings > Monitors > Monitors Settings.
    2. Under Domain Identity, click Import Console Credentials.
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    3. Once the credentials are imported, you will see the following popup
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    Important

    Make sure that the domain you are currently in is Set as primary. After you are finished adding Monitors, it doesn't matter which domain is the primary domain when MSP mode is enabled.

    1. Click Shared to make this credential a Shared Credential.
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    2. Once added, click Import AD Connection.
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    3. You should now see both, management and tenant domains.
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    4. Click Add Monitors to Site.
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    5. Make sure you select the correct site and install the monitor.
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    Post-Installation Tips

    Assign the MSP admin the Login Access Manager role

    Users that are assigned the Login Access Manager permission are allowed to add or remove email addresses. From version 8.8, Login Access Managers are granted the Roles Managers role automatically. Ensure that only the MSP admin is assigned the Login Access Managers role, and not the tenant admin. Assigning the tenant admin with this privilege could lead to the unauthorized addition or removal of machines in the MSP organization.

    The Roles Manager has the following permissions:

    • Force encryption on the agent settings screen
    • Edit/Reset role members
    • Add/remove roles

    Remove the View Folder Permission for Organization Members

    After following the steps mentioned earlier, you are now ready to add the tenant's resources to ControlUp. It is advisable to create a separate folder for each tenant within the organization folder and allocate all managed machines to their respective folders.

    For each tenant folder:

    • Uncheck the Inherit checkbox.
    • Set the View Folder permission to Allow for the tenant that should see its own folder.
    • Remove the View Folder permission for the Organization Members role.
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    Troubleshooting

    Monitors unable to connect to the backend

    If monitors thrown an error such as Failed to authenticate using advanced authentication, check the following:
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    1. In the registry on your monitor machine, ensure that the value AdvancedModeCertificate located in S-1-5-20\Software\Smart-X\ControlUp\MonitorSvc contains the thumbprint of the certificate.
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    2. Full control permissions for the NETWORK SERVICE account. Learn more here.
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