ControlUp Configuration

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. 

If you haven't yet installed ControlUp, go to the ControlUp website to download the Hybrid-Cloud mode or read here for installation instructions for the On-premises mode.

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 XenServer, 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

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. 



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