Insights On-premises Virtual Appliance-based Installation - Version 8.1 and Above

The Insights On-premises (IOP) component captures, indexes, and correlates real-time data in a searchable repository from which you can view a variety of dashboards, graphs, reports, alerts, etc.

The following are prerequisites for an Insights server in the On-premises topology.

Insights On-premises v8.1 contains significant improvements in performance and user experience.
This version of Insights is available in 2 installation modes:

  • Virtual Appliance - This option comes as an OVA that runs Photon OS Linux distribution.
    Currently, it only supports VMware ESXi 6.5 or higher.
  • Linux OS Installation - This option allows you to install the IOP on various Linux distributions.

To read more about the IOP 8.1 Linux-Based Installation, click here.

IOP 8.1 contains the IOP Forwarder. This component forwards the activity files from the monitor servers to the IOP servers.

Insights On-premises Prerequisites

You can install IOP 8.1 as a Single (Standalone) variation or as a Cluster for better performance in larger environments.

  • Single (Standalone) - Recommended for companies with 5000 sessions or less, in which case only one Linux server or virtual appliance needs to be used.
  • Cluster - Recommended for companies with 5000 sessions or more. In this variation, several Linux servers must be prepared: one for the master role and one data role for every 5000 sessions. In cluster mode, you need to repeat the installation for each server. 

Sizing Examples

# of Session # of Master nodes # of Data nodes
6000 1 2
9000 1 2
11000 1 3


Recommended Browser
We recommend a Chromium-based browser such as Chrome or Microsoft Edge.

Firewall / Port Settings

The following ports need to be open:

Machine type Inbound open ports
Standalone 443



Data 9887

Note: For Linux-based installations, these ports may need to be enabled at the OS level.

More Information About Each Port

Ports Traffic Source Usage
9997/tcp CU Monitors Forwarder(s) send data to the data node(s).
443/tcp IOP users IOP U/I
8089/tcp Data nodes
Master node
CU Monitor
Management port - connects between the master node and the data node(s).
9887/tcp Data nodes Data Replication


Recommended OS for a Linux-based Installation

  • Photon OS 3.0
  • ubuntu 16.4 (or above)
  • Red Hat Enterprise Linux 7.6
  • Additional operating systems are supported, subject to RPQ

Required Packages for a Linux-Based Installation

  • Python 3.6
  • Docker 18.09.8 (or above)

Sizing Recommendations

The following is a general estimation of resources needed for both OVA and Linux-based installations. For further clarifications, please consult with our technical support team to assess your environment’s specific needs.

Mode Cores RAM Storage

Single (Standalone) installation 

Under 5000 Sessions

12 Cores (Minimum)

32 GB 

  • SSD 100 GB (OS volume) and 500 GB* (data volume) with 800 IOPs
  • 50 GB to "/var" partition (if mounted on a different filesystem than the OS partition)
  • The data volume must be mounted under “/opt/ iop_volumes”
  • The recommended file systems for the data volume are ext3, ext4 or xfs
  • If ext3 or ext4 are chosen for the data volume, the “Reserved block percentage” should be set to 1%, using the following command (as root): tune2fs -m 1 <FILESYSTEM-PATH>. i.e: tune2fs -m 1 /dev/sdb1

Clustered installation 

Over 5000 Sessions

Master Server

12 Cores (Minimum)

32 GB

  • SSD 100 GB (OS volume) with 800 IOPs
  • 50 GB to "/var" partition (if mounted on a different filesystem than the OS partition)
Data Servers (1 data server recommended for every 5000 sessions)

8 Cores (Minimum)

16 GB
  • SSD 100 GB (OS volume) and 1 TB* (data volume) with 800 IOPs
  • 50 GB to "/var" partition (if mounted on a different filesystem than the OS partition)
  • The data volume must be mounted under “/opt/ iop_volumes”
  • The recommended file systems for the data volume are ext3, ext4 or xfs
  • If ext3 or ext4 are chosen for the data volume, the “Reserved block percentage” should be set to 1%, using the following command (as root): tune2fs -m 1 <FILESYSTEM-PATH>. i.e: tune2fs -m 1 /dev/sdb1

*The disk size may vary depending on the data retention period. 

OVA Deployment 

To install Insights, you have to prepare some installation files in advance. If you don’t have the installation files, contact to receive them.

To install the IOP OVA:

  1. Login to your V-Sphere with your Admin account.
  2. Right-click on one of your hosts, and choose Deploy OVF Template… and the Select an OVF template window appears.
  3. Select the Local file and click Choose Files to choose the IOP OVA file.mceclip2.png
  4. Specify the virtual machine name and select the data center that the virtual machine will be under and select the host where the virtual machine will be deployed.
  5. Click Next on the Review details page once you have ensured that the details are correct.
  6. Select the Virtual Disk format and the virtual machine storage policy (both of the “thick” formats are recommended for better performance and flexibility).
  7. mceclip3.png.
  8. In the Customize Template page, specify the following for each section:
    1. Host Name Details:
      • Required: Hostname of the appliance. (i.e. iop_server)
      • Recommended: The DNS domain name of the appliance.
    2. Networking:
      • For DHCP - leave them all empty
        Note: If you are installing a clustered IOP, it is recommended to use a static network configuration, instead of a DHCP.
        • IP Address: IP + CIDR for the machine. (Default: DHCP)
          Example: CIDR notation for a static IP - 
        • Default Gateway - The default gateway address for this virtual machine. (Default: DHCP)
        • DNS - The IP address of the DNS server of the organization. (Default: DHCP)
    3. Credentials:
      • Required: Password for the root user of the virtual machine.
        • Password details:
          • It is recommended to use a strong password.
          • This is an Admin password for the IOP.
          • This password is to be used in all future upgrades.
    4. Appliance Settings:
      • Required:
        • Machine type. (Standalone/Master/Data)
        • If you choose 'Data' as your machine type - specify the DNS/IP of the master appliance.
  9. Review the selected settings and click Finish and the virtual machine is ready for configuration, as described in the following section.

Post Installation Configuration

Once the virtual machine is installed it must be configured before starting it.

The default disk capacity for IOP data volume is set to 50 GB.

To increase disk capacity for standalone/data machines:

  1. Right-click on your virtual machine name from the list on the left.
  2. Choose the Edit Settings… option.
  3. Change the number for the Hard disk 2 option to the capacity you want.

Finalizing the Virtual Based Appliance Installation

Once all configurations have been set, you must launch the console and complete the installation to begin using it.

To finalize the installation:

  1. Click on the green button to start the machine.
  2. To see the console logs, go to the Summary section in your virtual machine page, and click the Launch Web Console option under the image square.
  3. Choose the Web Console option and click OK. (The login to the virtual machine is “root”.)

When the installation is complete, you can connect to your Insights by going to https://<Server_IP>.

Once the installation is complete the IOP Forwarder must be installed to receive activity files.

Insights On-premises Forwarder Installation

The Insights On-premises (IOP) Forwarder is a component that forwards the activity files from monitor servers to the IOP servers and requires a separate installation. It forwards the data from the ControlUp monitor to the Insights server and must be installed either on a server with a shared activity folder that the monitors can access or on every monitor server. 

During the ControlUp On-premises installation, you must choose a location for the Activity Files.
If you choose a local folder, then you need to install the IOP Forwarder on each monitor. If you choose a shared location, you need to install only one IOP Forwarder.

To install the IOP Forwarder:

  1. Login to your monitor windows machine.
  2. Contact to receive the iop_forwarder_stable.msi
  3. Run the iop_forwarder_8.1.733.XX.msi file and click Next to begin the installation:
  4. Use the Folder dropdown menu to select where on the monitor machine the installer should be installed, and click Next to continue.
  5. Choose the type of installation (Standalone or Cluster) according to the type of Insights installation, and click Next to continue.
  6. Select the Activity Files path folder location and then enter the IP of your IOP Server machine, and click Next to continue.
  7. Click Install and the forwarder is installed. A confirmation popup appears once the process is complete.


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