• How to Activate your ControlUp License

    Congratulations on joining the ControlUp family! 

    In the following article, we'll explain how to activate the ControlUp license that you just purchased. We have three deployments types for ControlUp. Online, Offline & On-Premises - each one will be specified & explained. 

    When your purchase is done, you'll get an activation code via email from your sales representative and it will include your license type, activation code, transaction ID etc.

    The activation code will be in a form of a UUID constructed from 36 characters (incl. the minus signs) e.g.: 4a7b1234-a981-2b5a-a311-9995581dff28

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    Cloud Deployment

    1. Please log into your ControlUp Console, in the upper ribbon pane, please go into 'Help' > 'About' and then select 'Licensing' and then you'll be presented with the main licensing page:

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    2. Mark "I have already purchased ControlUp" and click "Activate License".

    3. Insert the activation code that you've received and click "Activate Online" 

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    Your license is now activated. When going back to the main licensing page, you should see all the details updated.

    NOTE: if the "I have already purchased ControlUp" button is grayed out, it means that you're on On-Premises deployment. Follow the instructions in the section below.

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    On-Premises Deployment

    In On-Premises environments, the license will also be created by the Support dept. Please email us at support@controlup.com with following details - 

    1. A ControlUp Server License Request xml file. 
      • The file can be generated by the On-Premises installer.
      • fill in all the details as in the image below and save the request file.
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    2. The Activation code that you got from your sales representative.

    If you just renewed your license, please log into the ControlUp Server and go to: "C:\Program Files\Smart-X\ControlUp Server\Server Settings\ControlUpServerSettings.xml" and see the license path at row 13.

    Please send us the license file listed along with the activation code and we'll issue you the new license.

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    Offline Deployment

     A similar process as the Cloud.

    1. Go into 'Help' > 'About' > 'Licensing'.
    2. Mark "I have already purchased ControlUp" and click "Activate License".
    3. Insert the activation code that you've received and click "Activate Offline".
    4. An 'Offline License Request' form will be presented, make sure all the details are correct and save the file.
    5. Email the 'request' file to support@controlup.com and we'll reply with the 'response' file shortly. 

     2019-01-07_16-50-34.jpg

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     If you have any further question regarding licensing - feel free to address us at support@controlup.com

  • Create User Account

    The first step you need to take to unleash the full power of ControlUp, is to download the ControlUp Real Time Console from our website, and then create your User Account. For licensing and authentication purposes, you have to have a ControlUp user account. If you are not the first user in your organization that uses ControlUp, just signup and login to the ControlUp organization the first user has created. Below is a quick video to assist you in this process. But it really is as easy as filling in your email, name, phone number and password:

    Below is a short video and a few screenshots to help you create a user account:

    On first launch you'll see the sign-up screen. If you've registered your account previously you can click "Use an existing account" or click "Create a new account" to get started. 

    Complete the new user registration form. 

    We will send you a validation email to enable your new ControlUp account. 

    After you've completed your new user account creation, you can select an existing Organization to log into or create a new Organization. 

     

    For more information please refer to our User Guide article here.

  • Create Folders

    The second step in getting started is organizing your monitored resources, which are presented by your folder hierarchy. You can easily start by creating a few basic folders to manage your environment. Later on, you will add computers within these folders. But hey – wait a minute – that's the next step. Before you get there, watch this quick video to learn how to create folders.

    The following is a video and a screenshot to help you get started in creating folders:

     

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    For more information, please refer to our User Guide article here.

  • Add Computer (Machine)

    You made it, this is step three in the process of getting started. You will now need to add the resources you'd like to monitor in order to actually get performance metrics. These include servers, desktops and hypervisors (we’ll get to that in the next step).

    In addition, if you are preparing a master image for later cloning or provisioning, make sure to go over our FAQ article - How to install an agent on a master image.

    For more information please refer to our User Guide article here.

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      For more information please refer to our User Guide article here.


     The following video will walk you through the steps to add computers:

  • Add Hypervisor

    In these steps, you will see how to add Hypervisors in order to get a deeper view of your environment.

    The following details are required:

    • Type - The type of Hypervisor that you're connecting to.
    • URL - Enter the full name (FQDN), hostname or IP address of the vSphere, Broker, or Virtual Host that you want to connect to.
    • Credentials - Use the drop-down to select or add a set of credentials that will be used for data collection from your infrastructure.
      • In version 7.1 we've introduced the Shared Credentials Store used via the Monitor.
      • For more information on configuring ControlUp Monitor for Hypervisor monitoring see below.
    • For more information on optimizing the performance of Hypervisor data collection see below.

    Important Note
    If multiple colleagues are using ControlUp in your environment, please ensure each of them uses the same credentials for the hypervisor connection/s you create. Once a hypervisor connection is configured, ControlUp expects to find an identical set of credentials on all machines on which an instance of the Console or Monitor is used. This behavior is intended to ensure that only authorized users have access to hypervisor-related information and management actions. Therefore, it is recommended that you use a dedicated service account to connect ControlUp to your virtualization infrastructure.

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    Configuring ControlUp Monitor for Hypervisors

    After creating a Hypervisor connection, all ControlUp Monitor instances in your organization will start connecting to the site and retrieving data. In order to avoid conflicts between data collected from different sources, all ControlUp instances in your network are required to use the same credentials for Hypervisor data collection. It is therefore recommended that you create a service account with adequate permissions for your Hypervisor environment and save its credentials with all ControlUp instances on your network.

    In order to ensure that the monitor is able to collect data from the Hypervisor environment, you need to ensure all monitor instances have the credentials you selected when creating the connection.

    To ensure that, please perform the following steps for each installed monitor instance:

    1. Open the Hypervisor connection settings dialog by right-clicking the site connection in the folder tree and clicking Connection Settings.
    2. Note the username configured for Hypervisor data collection.
    3. Double-click a ControlUp monitor instance in the area below the organization tree.
    4. Click the Monitored Resources tab and locate the Name of your Hypervisor environment.
      If its status is Connected, your monitor is communicating with the Hypervisor. Otherwise, proceed to the next step.
    5. Click Settings to open the ControlUp Monitor configuration wizard.
    6. Click Add Credentials Set and provide the username, password and domain for the user account recorded in step 2 above.

    Optimizing Hypervisor Data Collector Performance

    The following step is optional but strongly recommended in order to ensure optimal performance of the Hypervisor connection.

    By default, when you create a Hypervisor connection in ControlUp, all consoles and monitor instances in your organization will start connecting to it automatically in order to collect information. This may create unnecessary performance overhead, especially if multiple instances of ControlUp Console and Monitor are used in your network. It is a best practice to designate one or more computers in your ControlUp organization to act as dedicated collectors for Hypervisor data.

    To configure dedicated data collectors, open the Hypervisor connection settings dialog, expand the Data Collectors panel and click the Add.. button to select a computer in your ControlUp organization to add as a dedicated data collector for Hypervisor. The following guidelines will help you select an optimal data collector:

    • 1GB of available RAM
    • Uninterrupted connectivity to the Hypervisor environment
    • Always on (except for planned maintenance/reboot windows)

     

  • Add XenDesktop Site

    Version 7.1 of ControlUp significantly improves XenDesktop monitoring functionality by adding a data collector component which gathers operational metadata directly from XenDesktop API. This allows ControlUp to display real-time XenDesktop-specific information, such as VDA registration status, brokering performance in the console and send it to ControlUp Insights for historical analysis and reporting.

    By adding a XenDesktop connection to ControlUp, you will benefit from the following features:

    • ControlUp will automatically discover VDAs, delivery groups and brokers associated with your XenDesktop deployment. VDAs and brokers will appear on the Machines view and XenDesktop sessions will appear on the Sessions view. Note that with XenDesktop integration, ControlUp Agent deployment is not required for this discovery process.
      • Note: ControlUp Agent is required in order to monitor the performance of your VDAs and brokers, and in order to display processes running on your VDAs and brokers.
      • Note: Each session discovered by the XenDesktop connection is counted as 1 ControlUp license.
    • The XenDesktop site will appear in the organization tree under “XenDesktop Sites”. The site itself, its delivery groups and the “Brokers” container will be displayed as folders as long as the XenDesktop connection is active. You can use the Focus action on these folders in order to filter the information grid to display VDAs or sessions in a specific delivery group, or to examine the health of your XenDesktop brokers.
      • Note: the child folders of the XenDesktop connection in the organization tree (delivery groups and the Brokers container) are ephemeral objects which are not stored in ControlUp’s configuration. As such, they cannot be used to configure custom stress settings, incident triggers or column presets. In order to save custom settings for delivery groups or brokers, please add the corresponding computers to the organizational tree using the Add Machines button.
    • Resources displayed in ControlUp will be enriched with dozens of XenDesktop-related metrics and operational metadata. For example, the Computers view will show the “XD Computer Availability” column which will show “Available” for any VDAs which should be accessible by users, and the Sessions view will show the “XD Launched via HostName” column which will contain the name of the StoreFront server used to launch each session.
      • Note: for the full list of metrics and metadata retrieved from the XenDesktop infrastructure, please refer to the Machines and Sessions column reference. For your convenience, all XenDesktop column names are prefixed with “XD ”

     

    Adding a XenDesktop connection

    In order to connect ControlUp to your XenDesktop deployment, you will need to create a XenDesktop site connection in ControlUp Console. The connection will define the address/es of the broker/s from which data will be gathered and the credentials used for data collection and management actions. The following are mandatory prerequisites for adding a XenDesktop connection:

    • XenDesktop 7.5 or later
    • XenDesktop PowerShell SDK installed on all computers running ControlUp Console and Monitor, as well as any computers configured as dedicated data collectors

    Note: It is recommended to designate at least one computer on your network as a designated collector for XenDesktop data, especially in environments in which multiple instances of ControlUp are being used concurrently. For more information on configuring dedicated data collectors for XenDesktop, see below.

    To add a XenDesktop site connection, click on the Add XenDesktop button on the Home ribbon or right-click the root folder of your organization tree and select Add > XenDesktop Site. The Add XenDesktop Site Connection dialog box will be presented.
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    The following details are required:

    • Broker name / IP - enter the full name (FQDN), hostname or IP address of a broker in your XenDesktop site
    • Credentials - use the drop-down to select or add a set of credentials that will be used for data collection from your XenDesktop infrastructure.
    • In version 7.1 we've introduced the Shared Credentials Store used via the Monitor.
      • Note: For more information on configuring ControlUp Monitor for XenDesktop monitoring see below

    Once ControlUp establishes a connection with your XenDesktop site, it will automatically populate the Site Name field with the site’s name and the Brokers Failover List tab with the names of all the broker servers assigned to the XenDesktop site.

      • Note: For more information on optimizing the performance of XenDesktop data collection, see below

     

    Configuring ControlUp Monitor for XenDesktop

    After creating a XenDesktop connection, all ControlUp Monitor instances in your organization will start connecting to the site and retrieving data. In order to avoid conflicts between data collected from different sources, all ControlUp instances in your network are required to use the same credentials for XenDesktop data collection. It is therefore recommended that you create a service account with adequate permissions for your XenDesktop site and save its credentials with all ControlUp instances on your network.

    In order to ensure that the monitor is able to collect data from the XenDesktop site, you need to ensure all monitor instances have the credentials you selected when creating the connection.

    To ensure that, please perform the following steps for each installed monitor instance:

    1. Open the XenDesktop connection settings dialog by right-clicking the site connection in the folder tree and clicking Connection Settings.
    2. Note the username configured for XenDesktop data collection.
    3. Double-click a ControlUp monitor instance in the area below the organization tree.
    4. Click the Monitored Resources tab and locate the Name of your XenDesktop site.
      If its status is Connected, your monitor is communicating with the XenDesktop site. Otherwise, proceed to the next step.
    5. Click Settings… to open ControlUp Monitor configuration wizard
    6. Click Add Credentials Set… and provide the username, password and domain for the user account recorded in step 2 above.

     

    Optimizing XenDesktop Data Collector Performance

    The following step is optional, but strongly recommended in order to ensure optimal performance of the XenDesktop connection.

    By default, when you create a XenDesktop connection in ControlUp, all consoles and monitor instances in your organization will start connecting to it automatically in order to collect information. This may create unnecessary performance overhead, especially if multiple instances of ControlUp Console and Monitor are used in your network. It is a best practice to designate one or more computers in your ControlUp organization to act as dedicated collectors for XenDesktop data.

    To configure dedicated data collectors, open the XenDesktop site connection settings dialog, expand the Data collectors panel and click the Add.. button to select a computer in your ControlUp organization to add as a dedicated data collector for XenDesktop. The following guidelines will help you select an optimal data collector:

    • 1GB of available RAM
    • Uninterrupted connectivity to the XenDesktop site
    • Always on (except for planned maintenance / reboot windows)

    We added the option to view new entities in the console - XenDesktop Site, Brokers and Delivery Groups.

    Focusing on each of the new entities shows the relevant new metrics pooled from the XD connection in the regular folder, machines and session views.

    This enabled us to also add a drill-down from unmanaged XD VDAs to their sessions.

    In case one of the brokers or VDA machines have an agent deployed - the console will show all available metrics both from the XD site connection and the agent.
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    We added the ability to calculate the health of each broker in the XenDesktop site.

    The health column calculation is based on a list of services, databases and hypervisors, and in case all services are available and running, all databases can be reached and all hypervisors are available, the broker’s health is 100%. In case one of the parameters is not ok, it affects the broker’s health by a few percents.

    Each of the parameters that the calculation is based on can be excluded from the registry (by default the % hypervisors available is excluded).

    The Site itself shows an aggregated calculation of what % of brokers are 100% healthy.
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  • Add Cloud Infrastructure

    By using ControlUp’s AWS EC2 cloud management all the instances are visible in the same place, their performance metrics and cost metrics are displayed with a great level of granularity, all live and in real time. If resources are strained, they’re shown in flashing red. If any aspect of the cost shoots up, so will the red flags.

    Adding an EC2 instance to ControlUp is as easy as adding a cloud connection from within the console, simply provide your AWS EC2 credentials (which can be read only) and within seconds the ControlUp console will populate with live performance and cost metrics.

    The permissions required to retrieve the data from AWS, are (as defined in the IAM User):

    Note: The following Jason is good for retrieving data but not for taking action as: Stop, Start an Instance, and Take a Screenshot.

    _________________________________

    {
       "Version": "2012-10-17",
       "Statement": [
             {
                      "Effect": "Allow",
                      "Action": "ec2:Describe*",
                      "Resource": "*"
              }
         ]
    }

    _________________________________

    For more details about IAM Management, click here

     

    Here are the steps you need to follow in order to add your Cloud Connection:

    1. Click on Add Cloud Connection

     

     2. Set the Type of the Web Services

    3. Choose your Region (Name is set automatically)

    4. Set the Credentials -

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    5. Provide your Access Key, Secret Key and define a Friendly Name

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    5. Define a Dedicated Data Collector - 

    In order to optimize the Console's and Monitor's performance, mainly in large environments, it is important t to define a dedicated data collector. For more information, click here 

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    Want to see what it looks like? Click here to see a short video.

  • Add NetScaler Appliance

    In order to add a NetScaler Appliance follow these steps:

    Click on Add NetScaler button on the top banner or by right clicking the NetScaler Appliance Folder and choose NetScaler Appliance. 

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    Fill in the details of your NetScaler Appliance:

    • Choose the protocol - http or https
    • Provide the NetScaler Appliance management name or IP
    • Choose a name for the NetScaler Connection
    • Provide credentials for the NetScaler Management (Read Only is minimum requirement)

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    Next, define Dedicated Data Collector, to review full guided procedure, click here 

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    Once you are done, you will be able to see your NetScaler Appliance details in the Controlup Real Time Grid - 

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  • Add Monitor

    In this step of the Getting Started tutorial, you will see how to add a monitor to your ControlUp setup. 

    A monitor is a Windows service requiring no user interaction, which allows for continuous monitoring of your resources. It is recommended to run the ControlUp Real Time Console and the ControlUp Monitor on two separate servers. By adding a monitor you will benefit from the ControlUp Insights historical reporting module (learn how to login to ControlUp Insights in the next step).

    If you wish to add a second ControlUp Monitor, they will operate as an active/passive HA pair, preventing any potential loss of data due to unscheduled reboots or downtime.

    For more information about the ControlUp Monitor, click here.

    If you encounter a connection issue between the monitor and ControlUp server, please refer to our article - Missing Data In Insights

    Watch the video to learn how to add a Monitor or see below for step-by-step instructions:

     

    Adding a ControlUp Monitor

    1) In order to add the ControlUp Monitor service, you should select a computer or virtual machine that is correctly sized for your needs and the size of your environment and can be dedicated to only running the ControlUp Monitor service. 

    2) Click the "Add Monitor" button in the Home Ribbon to begin the Monitor Installation Wizard.

     3) Select the Computer from the list that you wish to deploy the Monitor Service to. 

     3) The Monitor installation Wizard will test various components of the target machine before deploying the service to make sure that it will be able to run. 

     4) The Console will push the binaries to the machine, and when complete the Monitor Configuration Wizard will commence. 

    5) You must provide the Monitor with credentials. Some things you should know about the Monitor Service, how it runs, and "who" it runs as are:

    1. The Monitor Service runs on the Monitor server as the "NETWORK SERVICE" user. 
    2. The Domain Credential is the account that the Monitor will use to connect to and communication with Active Directory resources (like the Agents installed in your environment.)
    3. The Connection Credential is the credential that the Monitor and if configured as a "Shared Credential" - your users, will use to connect to the Console Connections like the Hypervisor, Netscaler, AWS, or XenDesktop Site. 

    6) Once you have your credentials defined, the Console will ask for a login mode. Generally speaking, unless you know you should change this you can leave it as default. 

    7) Configure any Proxy settings if required. See this article for more details information about communication to back-end systems used by ControlUp.

    8) Configure Export Schedule if desired (optional)

    9) Configure SMTP settings for Trigger Alerts (optional)

    10) Configure regulating information updates. See the ControlUp Optimization Guide for recommendations on this setting. For environments with less than 1500 licenses, you can leave this default. 

    11) When Complete the Configuration will be saved to the Monitor. 

    12) And after the wizard closes you should see the Monitor Settings page and Summary tab. Check the "Resources Connected" to make sure that your Monitor is properly configured  to communicate with the configured objects in your environment. 

  • Log Into ControlUp Insights

    You made it – ControlUp Insights is now available and ready for your use. Historical reporting is finally at your fingertips, just log into ControlUp Insights, it really is that easy! Once in the ControlUp Insights portal you will have access to a plethora of reports. Check the health of your VDI environment by identifying the source of existing disruptions and getting ahead of emerging ones. You won’t want to miss this video.

    In order to log in and use ControlUp Insights, make sure you first install ControlUp monitor and you have to Create a User Account in ControlUp Console.

    Also please be aware we support Chrome and not IE or Firefox when working with Insights.

    The following is a video and few screenshots to help you log into ControlUp Insights:

  • Incident Triggers

    Here we will walk you through defining incident triggers. Don’t skip this step, as it will enable you to get alerts for any abnormal incidents which may happen in your environment. You will want to be notified immediately when things go wrong – so you can stay on top of things even when you are not in the office. Watch the video below to learn how to easily define these incident triggers:

     

     

  • Controllers

    In this step we will explain how to use controllers within the console. Controllers enable you to compare file systems, programs and updates, registry and services following an end-user complaint. Resolve issues with simple right click management actions.

    The following is a video and few screenshots to help you manage your environment through the ControlUp Real-time controllers:

     

  • User Delegation

    This is the last and final step in getting started. In this step you will learn how to delegate permissions within ControlUp. Allow your colleagues access to specific actions according to your needs, roles and preferences. 

    The following is a video and few screenshots to help you set up your security policy, learn best practices for user delegation and delegate permissions within ControlUp:

    In addition you can lock the Console UI with Group Policy, here is an article how you can achieve that - Locking UI with GPO

    For more information please refer to our User Guide articles Security Policy Pane and Secure Your Organization

  • Feel Free to Ask for Help

    ControlUp's Help ribbon includes the following features:

    Check for Updates

    Checks whether an updated build of ControlUp is available for download.

    Report Bug

    Please take a minute to report the issue to our development team should you encounter any unexpected behavior using ControlUp. To do this, use the “Report Bug” option. Feel free to describe the issue in maximal detail and attach any relevant data for us to review. Your report, which you can also send anonymously, will be investigated and processed thoroughly by our engineers.

    Note: In order to make your request easier to process, take a screenshot of the condition you would like to report. Click on the Attachments area of the “Report Bug” window and paste the screenshot directly by pressing Ctrl+V or by right-clicking and selecting “Paste.”

    Feature Request

    Most of ControlUp’s features were developed as a result of requests from experienced systems administrators and other IT professionals. If you feel that ControlUp can benefit from any kind of additional functionality, please feel free to request your desired features and we shall consider including them in our future releases. Make sure to provide a clear and detailed description of your requested feature and attach any relevant data when submitting the report.

    Ask the Support Team

    Should you have any queries regarding ControlUp, this form allows you to submit them along with any relevant information.

    About ControlUp

    Presents a window containing versioning and licensing information.

    Online Documentation

    Links to this online documentation website.

    Invite Colleagues

    Allows for inviting friends and colleagues to ControlUp.