Install and Configure Hybrid Cloud Real-Time Console - Version 8.5

Welcome to ControlUp! Let's guide you through the installation and configuration process for the Real-Time Console on Hybrid Cloud. Follow these instructions if you don't have a ControlUp organization and never used ControlUp before. 

This guide is part of the Getting Started with ControlUp Hybrid Cloud - Version 8.5 introduction, which gives an overview of the requirements for using ControlUp and its components. 

Get Ready

  1. Download the ControlUp Real-Time Console from here
  2. Unzip the file that you just downloaded.
  3. Double-click the ControlUpConsole.exe and the configuration wizard appears.

Create a User Account

To start working with the ControlUp Real-Time Console, you have to create a ControlUp user account. 

Note: ControlUp requires internet connectivity for the sign-in process.

Upon opening the ControlUp console for the first time, the following screen displays:
Welcome.png

To create the user account:

  1. Click Create a new account and fill out the following form:
    SignIn.png
  2. Provide a valid email address and your contact details.
  3. Select the check box to agree to the Terms and Conditions and click SIGN UP.
  4. Validate the email address that you entered in the Signup wizard. Click OK.

    ValidateEmail.png
  5. Check your inbox and copy the verification code from your mail.
    VerificationCode.png

  6. Paste the verification code into the Passcode field and click Continue.
    EmailVerification.png

Create a ControlUp Organization

ControlUp organizations are entities that represent groups of machines managed by the same administrative personnel. Once an organization is created, new ControlUp users may join the same organization so they can manage and monitor the same environment.

To create a ControlUp Organization:

  1. Choose an Organization Name and click Continue. The organization creation process begins.

    Tip: Choose a clear and descriptive organization name as this will allow future ControlUp users from your company to easily recognize the organization when they sign in to ControlUp. 

    CreateOrganization.png
  1. Once the new organization is created, the start screen of the Real-Time Console appears.
    MainScreenConsole.png

Congratulations! You successfully set up your ControlUp environment. 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. 

Step #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.

Step #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. A detailed description of how to set up a monitor in your ControlUp environment can be found here.

Step #3 - Create Folders

Once you added a monitor, we recommend creating 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. You can find more information on how to create folders in this article.

Step #4 - Add Managed Machines

Now it's time to add some machines to the organizational tree in your Real-Time Console. There are several ways to add managed machines to the console. Each of them is explained in the Add Machines article. 

Step #5 - Add Hypervisors

We support monitoring and managing virtualization infrastructures based on VMware vSphere, Citrix Server, Nutanix AHV, Microsoft Hyper-V, or a combination of those. A list of supported hypervisors can be found here.

How to add a hypervisor to your console is described in detail in the Add Hypervisor article.

Step #6 - Add an EUC Environment

You can easily monitor, troubleshoot, and remediate your EUC environment with ControlUp. Find more information on how to add an EUC environment to your console in this article

Step #7 - Add a Netscaler Appliance

The Add NetScaler Appliance user guide describes how to add a Citrix Netscaler Appliance to your Real-Time Console. 

Step #8 - 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 Poolmasters, AHV Clusters, and NetScaler appliances. The configuration steps for the Data Collector are explained in the ControlUp Data Collector article. 

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