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    First Steps for ControlUp for Desktops
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      First Steps for ControlUp for Desktops

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        Article summary

        ****After you have created your ControlUp organization, follow this article to set up your ControlUp for Physical Endpoints environment.

        Connect your physical devices to ControlUp

        After you have created your ControlUp organization, the Devices section shows you all of your managed physical devices. If you haven't connected any devices yet, your Devices page will be empty. To get data from your physical devices, you need to install the Edge DX Agent onto those devices.

        Devices dashboard

        Prerequisites

        Before you install the Edge DX Agent onto your devices, make sure that your environment meets all the prerequisites.

        Click here to see the full list of prerequisites.

        Important

        These prerequisites are important. If you don't have them in place, then your Agents will have connection problems!

        Install the Edge DX Agent

        After you have performed all the prerequisites, you can install the Edge DX Agent onto your physical devices:

        1. Click Configuration at the top-right corner of the screen.

        Configuration icon in Devices dashboard

        1. Click Downloads.
          Devices Configuration Downloads page

        2. Select your OS and download the Agent or Agent Manager. For Windows and macOS you download the Agent Manager, which automatically installs the Agent and keeps it up to date according to your version control settings.

        Click the links below for detailed Agent installation instructions:

        Quick application tour

        In the Devices section of ControlUp's DEX platform, there are three main sections at the top of the page - Overview, Details, and Reports.

        Overview

        Use the Overview page to display various dashboards showing information from your whole environment. Select the dashboard you want to view from the dropdown.

        Devices Overview

        Details

        Use the Details page to see information for each physical device in your environment. You can:

        • Perform actions on devices, including custom scripts that you have imported.
        • Remotely assist users by starting a remote control, remote shadow, or remote shell session.
        • Create custom views with column presets.
        • Click on a device to drill down into more detailed information.

        Devices Details page

        Learn more about the Device Details page.

        Reports

        To access device Reports from collections of historical data, go to Devices and click the Reports tab. For example, you can use the Top Devices with Blue Screen Events to see which devices in your environment are displaying blue screens the most often.

        Devices Reports page1

        If you need a report that isn't included by default, you can create your own! Learn how to create a custom report.

        Next steps

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