First Steps for ControlUp for VDI & DaaS
    • Dark
      Light
    • PDF

    First Steps for ControlUp for VDI & DaaS

    • Dark
      Light
    • PDF

    Article summary

    After you have created your ControlUp organization, follow this article to set up your ControlUp for VDI & DaaS environment.

    Download and sign into the Real-Time DX Console

    Most of your day-to-day work with ControlUp can be done from our web app, but the Real-Time DX Console is required to connect ControlUp to your virtual infrastructure and configure important features. Signing into the Console requires:

    • Your ControlUp account must have the permission Access Real-Time DX Console. If you created your ControlUp organization, then you are an Admin and already have this permission.
    • Microsoft Edge or Google Chrome must be installed.

    To sign into Console:

    1. Download the Console from our Download Center.
    2. Unzip the file.
    3. Run ControlUpConsole.exe. A login page is opened in either Microsoft Edge or Google Chrome.
    4. In your browser, enter the email address of your ControlUp account and enter the OTP sent to your email address.
    5. Select your organization and sign in to your account.

    After you sign in, the Console opens. For more details, read Sign in to the Real-Time Console

    Activate Your License

    If you have purchased a ControlUp license, activate your license:

    1. In the console, go to Help > About > Licensing.
    2. Click Activate License.

    Activate License button

    1. Enter your activation code and click Activate Online.

    Configure your environment

    You can now connect your resources to ControlUp. To configure your environment, perform the following steps:

    Prerequisites

    Verify that your environment is ready for ControlUp according to the following prerequisites:

    1. Add Machines

    Connect physical and virtual machines to ControlUp by installing the ControlUp Agent on the machines. To learn how to add machines, see Connect to Your Machines.

    Tip

    You can create folders in your ControlUp organization tree to organize the machines that you add. To learn how to create folders, see Create Folders.

    2. Create Shared Credentials

    When any ControlUp component connects to a resource that requires authentication, such as hypervisors, EUC environments, or cloud environments, the same set of credentials must be used by each ControlUp component. We recommend that you add credentials to ControlUp and share them so that all ControlUp users in your organization can use the same credentials.

    To learn how to add shared credentials, see Configuring Shared Credentials.

    Service Account Permissions

    The credentials you use to connect resources to ControlUp require specific permissions depending on the resource. You should create a service account for each resource with the permissions listed in User Permissions in ControlUp.

    3. Add a Monitor

    Setting up a monitor allows you to continously monitor your ControlUp environment. You need at least one monitor to be able to access the web UI and the VDI view in ControlUp's new DEX platform.

    To learn how to install and configure your monitor machines, see ControlUp Monitor.

    Note

    Make sure you install the ControlUp Agent on each monitor machine.

    4. Configure a Dedicated Data Collector

    A 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 Pool Masters, AHV Clusters, and ADC appliances.

    A Data Collector can be any machine that has the ControlUp Agent installed. To learn more about Data Collectors, see ControlUp Data Collector.

    5. Add Hypervisors

    Monitor and manage your virtualization infrastructure by connecting to VMware vSphere, Citrix Hypervisor, Nutanix AHV, or Microsoft Hyper-V.

    To learn how to add add hypervisors, see Connect to Your Hypervisors.

    6. Add EUC Environments

    For details on how to add a connection for each type of EUC environment, and what you can monitor, see the following articles:

    7. Add Cloud Environments

    ControlUp comes with built-in support for Azure and AWS monitoring.

    8. Add an ADC Appliance

    To learn how to add Citrix ADC to your ControlUp environment, see Add an Application Delivery Controller.

    Next Steps

    After you set up your ControlUp environment and connect all your resources, follow the next steps to effectively use ControlUp:


    Was this article helpful?