• Upgrade Guide for Hybrid Cloud v8.x to v8.x


    This article describes the steps required to upgrade your ControlUp Hybrid Cloud infrastructure from v8.x to v8.x.

    Getting Started

    Prior to upgrading, it is crucial that you: 

    1. Have a new and executable version of the console.
    2. Back up the ControlUp configuration folder (%AppData%\ControlUp).
    3. Ensure that all data collectors are up to date and compatible with the console/monitor version.
    4. Ensure the compatibility of the data collectors. For more information see here.

    Upgrade Procedure

    Prior to upgrading the Hybrid Cloud, close any ControlUp console instances that might be running and launch the new console executable, and enter your login credentials and log on to your existing organization.

    To upgrade the ControlUp Monitors: 

    1. From the ControlUp Management Console screen click the Settings ribbon and then Monitors and the Manage ControlUp Monitors screen appears.
    2. From the monitor tab, you can see under Details that the versions are mismatched.
    3. Select the monitor to be upgraded by right-clicking on it and select Upgrade, and the monitor will start the upgrade.

    To upgrade the ControlUp Data Collectors: 

    • Locate the machines which are configured as the data collectors in the folder structure. Right-click on the machine and select Agent Control and choose Upgrade Remote Agent and the agent on the machine will be upgraded.

    To upgrade the ControlUp Agents: 

    • We recommend having the agents upgraded as well to meet the same version as the other components and to have the latest fixes, features, and enhancements. 
    • If you are using Citrix PVS, MCS, or VMware Linked Clones images in your organization, you can download the ControlUp Agent MSI from this link and deploy it on the image itself.
    • ControlUp supports backward compatibility for the agents so it's not mandatory to upgrade the agents right away. 


    Data Collector Compatibility

    As mentioned above, it is crucial to ensure the compatibility of the data collectors. It's best practice to have dedicated machines as a data collector, however, by default, the console and monitor fill this role. In order to find out which settings hold the data collector role, follow the steps below. 

      1. From the directory tree, right-click your hypervisors connection, XenDesktop site, or NetScaler appliance and click Connection Settings and the Edit Connection tab appears.
      2. Open the dropdown of the data collectors by pressing on the down arrow.
        If the table contains ControlUp Console/Monitor, then there is no dedicated data collector.
        If the table contains a machine name, that machine is the data collector and the agent on that machine needs to be upgraded.
      3. Search for the data collectors in the directory tree. If a data collector is not up to date, it appears with this mceclip5.png icon next to it.
      4. Update the data collector by right-clicking it and selecting Agent Control > Upgrade Remote Agent and the data collectors will be updated.

    If you require any assistance with the upgrade procedure or have a question, feel free to contact us at support@controlup.com



  • Upgrade Guide for Hybrid Cloud v7.x to v8.x

    This guide describes the actions required to upgrade your ControlUp Hybrid Cloud infrastructure from v7.x to v8.x.
    Version 8 provides large scale support and multi-Monitor configuration across multiple sites.
    The official release notes for v8 are available via Here.

    Note: the infrastructure of the ControlUp Monitor component was redesigned to support workload sharing in large scales environments. Please follow the procedures described in this guide to reinstall the Monitor.


    • Back up the ControlUp configuration folder before upgrading to the new version (%AppData%\ControlUp)
    • Please ensure that there are no SSL errors while establishing the connection to ControlUp Cloud. The Root CA must be properly configured in the machine running the Console/Monitor.

    Pre-Upgrade Actions:

    Prior to the upgrading, ensure that all data previously configured in the ControlUp v7.x Monitor is backed up so that it can be stored securely and be used later if needed.

    Back up your current console (v7.x) as follows:

    1. In the real-time console (v7.x), select the Settings tab,
    2. Click  Monitors.
    3. The monitor window will appear. Within the menu bar, click Settings.

      Record all the details you have previously configured in the v7.x monitor. These credentials and settings will be re-entered in the new monitors' installation which will be described later in this article. 

    Upgrade Procedure:

      1. Close any running ControlUp v7.x console instances and launch the new v8.x console.
      2. Enter your login credentials.
      3. Log on to your existing organization.
      4. A message window of the ControlUp Upgrade is displayed: 
      5. Carefully read the instructions and click Continue.
        Next, the console will open and will show the configuration. (machines, folders etc.) 
      6. Ensuring Compatibility of Data Collectors –
        1. For the upgrade procedure to succeed, make sure that all data collectors are up to date, and compatible with the console/monitor version. A ControlUp Agent can be configured as a data collector to view what is configured on your end, and if required, upgrade them for the new v8.x.
        2. To ensure compatibility of data collectors:
          1. Right-click your hypervisors\XenDesktop sites\NetScaler appliance> Connection Settings
          2. In the Data Collectors tab, the default "ControlUp Console / Monitor" mode should appear.
          3. If a machine listed by a name such as 'MONITOR7416' appears (see image below) Preform an upgrade of the ControlUp agent on that machine.
          4. Locate the machine configured as a data collector in the folder structure.
            If the mceclip4.png icon appears, the installed agent is not up to date. Please upgrade the installed agent.
          5. Right-click the machine > Agent Control > Upgrade Remote Agent. 
      7. Upgrade v7.x monitors to v8.x. 
        If a new installation of the monitor is being done, refer to the next section.
        To Upgrade the old monitors:
        1. Click on the Settings > Monitors. 
        2. In the monitor window, highlight the monitor, Right-click, and Upgrade. mceclip1.png
        3. In case you that you had more than one monitors in v7, in v8.x, when upgrading the 2nd monitor, you'll be prompted:
          • The first option will take the same configuration from the 1st monitor you've upgraded to v8.x. (This is the preferable option to choose from.)
          • The second option will take the sole configuration of the monitor you're currently upgrading. 
      8. Setting Up a New v8.x Monitor Component
        1. Configuring The Monitors' Prerequisites.
          To configure the Monitors on the new version:
          1. In the monitor window,  click on Add Monitors to Site.
            If you do not have any domain identity configured, you'll be presented with the setting page to set it previous to the monitor adding. 

          2. Add the Monitors Domain Identity (mandatory) together with the data source's credentials.
            (if these settings were not set in the past, you'll be prompted to enter these).
            Configuring an outbound proxy is done in the Proxy Settings section. (mandatory if exists).
            For further information on monitor's requirements and required permissions, visit this article: ControlUp Monitor Permissions & Security - Cloud ONLY.

            Note: When using SSL termination on the proxy, please ensure that the proxy certificate is trusted by the machine running the Console/Monitor component. 

          3. When the configuration is done, click Ok, and start installing the monitor component.
        2. Installing a New v8.x Monitor Component
          1. Click on Add Monitors to Site
          2. The ControlUp Monitor Installation window is displayed:
          3. Select the servers on which you want to install the monitor component, and click Install.
            Note: if the naming convention is not consistent, the monitor component must be installed individually.
          4. Look at the Installation Progress column. Once the installation complete, press Finish.
          5. The monitors' icon should be green and will start connecting to the data sources shortly.

    The upgrade to version 8 is completed.
    The ControlUp agents in your environment can be upgraded as well so they can be compatible with the rest of the ControlUp components.

    If you require any assistance with the upgrade procedure or have a question, feel free to contact us at support@controlup.com