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ControlUp Community Training & Support Archives

All training and support-related archives from inside the ControlUp Community on Slack.


Automating VDI Registration in ControlUp Console

Posted on July 2, 2026

Automating the addition of Virtual Desktop Infrastructure (VDI) machines to the ControlUp console upon agent installation can streamline management and monitoring processes. While ControlUp for Desktops offers a command-line installation method that automatically registers machines, a similar approach for VDIs requires specific configuration. To achieve automated registration of VDIs, you can utilize the Install-CUAgent PowerShell cmdlet, which is part of the ControlUp Automation module. This cmdlet allows for the download and installation of the ControlUp Agent on local machines, including VDIs. By providing the necessary authentication key during installation, the agent registers the machine with your ControlUp environment. For non-domain-joined machines, an API authentication token is required. ([support.controlup.com](https://support.controlup.com/docs/install-cuagent-install-an-agent?utm_source=openai)) For non-persistent VDIs, such as those created from a master image, it's essential to configure the agent to handle these scenarios appropriately. By setting the agent as a master image, it ensures that new VDIs created from this image will automatically register with the ControlUp console, preventing duplicate entries and maintaining an accurate device inventory. ([support.controlup.com](https://support.controlup.com/v1/docs/agent-outbound-communication?utm_source=openai)) Additionally, enabling folder synchronization with your VDI infrastructure can further streamline management. This feature ensures that VDIs are correctly registered and prevents stale machines from cluttering the interface. By integrating with your VDI environment, ControlUp can automatically detect and manage VDIs, enhancing the efficiency of your monitoring and management processes. ([support.controlup.com](https://support.controlup.com/docs/connecting-to-your-vdi-infrastructure?utm_source=openai)) By implementing these methods, you can automate the addition of VDIs to the ControlUp console, ensuring accurate device registration and efficient management of your virtual desktop environment.

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Managing Access to Microsoft Teams Meeting Recordings: Insights and Permissions

Posted on July 2, 2026

ControlUp does not currently offer direct insights into Microsoft Teams meeting recordings or their access logs. Meeting recordings in Teams are stored in the organizer's OneDrive or SharePoint, depending on the meeting type. For private meetings, recordings are saved to the organizer's OneDrive, while channel meetings store recordings in the SharePoint site associated with the channel. ([learn.microsoft.com](https://learn.microsoft.com/en-us/MicrosoftTeams/tmr-meeting-recording-change?utm_source=openai)) To monitor access to these recordings, organizations can utilize Microsoft Purview, which provides auditing capabilities for Teams content. Purview allows administrators to track activities related to meeting recordings, such as who accessed or shared the recordings. This functionality is particularly useful for compliance and security purposes. ([learn.microsoft.com](https://learn.microsoft.com/en-us/purview/edisc-search-teams?utm_source=openai)) Additionally, meeting organizers can manage access permissions for their recordings directly within Teams. By default, access is set to "Everyone," but organizers can customize this setting to restrict access to specific individuals or groups. This control ensures that only authorized users can view or download the recordings. ([support.microsoft.com](https://support.microsoft.com/en-us/teams/meetings/customize-who-can-access-a-recording-or-transcript-in-microsoft-teams?utm_source=openai)) In summary, while ControlUp does not provide direct insights into Teams meeting recordings, organizations can leverage Microsoft Purview for auditing access and utilize Teams' built-in features to manage recording permissions effectively.

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Comprehensive User-Created Training and Operating Manual for ControlUp Real-Time DX Console

Posted on July 2, 2026

A ControlUp community member has created a comprehensive Training and Operating Manual for the ControlUp Real-Time Digital Experience (DX) Console, originally developed as internal training material but now shared publicly to benefit the wider user community. The manual spans roughly 22 pages and includes detailed explanations, diagrams, and knowledge base references, aiming to deepen understanding of ControlUp’s architecture, setup, operations, and troubleshooting. The manual covers multiple critical areas for both new and experienced users. It begins with an overview of the console architecture and the data collector pattern, supported by detailed diagrams to visualize the system’s workings. Installation topics include the sequence of setup steps, pitfalls like the “shared-credentials trap,” mechanisms for Multi-Site Association, and agent auto-deployment processes. For everyday operations, the manual highlights powerful console features such as column grouping, Branch Mapping, and registry comparison. It also clarifies common confusions around event logs, particularly the differences between LogName and event ID. Troubleshooting guidance is a key focus, addressing connectivity challenges including those posed by corporate proxy environments, with practical PowerShell snippets included to assist in resolution. Advanced topics such as script actions with argument extraction from column values are also presented. The manual further differentiates ControlUp’s on-premises variants, specifically IOP, COP, and SOP configurations, which is valuable for users managing hybrid or fully on-premises deployments. This document is an independent user-created resource and is explicitly noted as unofficial; it does not carry warranty, support, or official endorsement from ControlUp. Users are encouraged to use it as a supplement to official resources and to consult ControlUp’s Knowledge Base and ControlUp Academy for formal guidance. The author invites feedback and corrections from the community to improve the manual’s accuracy and usefulness over time. This shared resource represents a valuable starting point and practical reference for ControlUp console users wishing to deepen their operational knowledge and troubleshooting skills. For official documentation and further training, users can visit the ControlUp Knowledge Base at https://docs.controlup.com and the ControlUp Academy at https://cuacademy.controlup.com.

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How to Alert on Added Storage Devices by Drive Letter in ControlUp Using os_disk_configuration Filters

Posted on July 1, 2026

A community member sought assistance with creating a ControlUp trigger or alert to detect when storage devices are added to a physical endpoint and assigned a drive letter or mounted. The data relevant to this event is visible in the ControlUp 4D (CU4D) Performance tab under the Operating System location and stored in the *_devices* index. Specifically, the data is found in the os_disk_configuration field, which contains a JSON array showing details about mounted drives, including drive letters. The user’s challenge was to configure an alert that could detect any newly mounted drive except the system drive C:\ without having to set multiple alerts for every potential drive letter (e.g., D:\, E:\, etc.). They noted the lack of regex support in the filter queries limited their options. The issue arises because the os_disk_configuration field holds a JSON array with multiple drive entries, and filtering out drive_letter "C:\" naively removes all entries due to the structure of the array. Attempts to use a “does not contain” filter eliminated all Windows devices, only showing macOS devices, complicating detection on Windows endpoints. The user also tried to narrow the focus to removable media but learned that their security team's use case requires alerting on any disk, mounted by drive letter, which remains the best indicator available. Advice provided during the discussion included adding filters for platform or OS to ensure the alert targets only Windows devices (e.g., platform set to 1 or OS equals Windows). This helped reduce irrelevant results but did not completely solve the filtering problem. Suggestions included playing with additional filters such as combining conditions to exclude drive_letter "C:\" while explicitly including removable devices, though this required trial and error. A recommendation was to test filter configurations in the CU4D index view, including setting the platform to 1 to target Windows devices specifically. Ultimately, the thread highlights the challenge in using ControlUp’s current filtering capabilities on complex JSON arrays like os_disk_configuration for dynamic drive letters without regex support. The workaround involves narrowing the scope by platform/OS filters and experimenting with composite negation filters, although a straightforward out-of-the-box solution for this specific alert scenario is limited. Users needing comprehensive coverage for any drive letter other than C:\ must create a series of alerts or await enhanced filter features. For now, leveraging the detailed disk configuration data in the *_devices* index with strategic filter layering is the best approach. For further reading on creating and troubleshooting alerts and filters in ControlUp, users can consult official documentation at https://docs.controlup.com and explore ControlUp Academy resources at https://cuacademy.controlup.com.

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How to Diagnose Microsoft Teams SlimCore Optimization in Citrix and Other VDI Environments Using PowerShell Scripts

Posted on July 1, 2026

This discussion highlights two PowerShell scripts developed to aid tracking and diagnosing Microsoft Teams SlimCore Optimization specifically within Citrix environments, with potential applicability to Azure Virtual Desktop (AVD), Windows 365 (W365), and VMware Horizon sessions. SlimCore is an optimized media stack used in virtual desktop infrastructure (VDI) scenarios to enhance Teams call performance by offloading audio and video processing to the client side.

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Applying Permanent Filters to ControlUp Dashboards Based on Device Tags

Posted on July 1, 2026

In ControlUp, applying a permanent filter to a dashboard that restricts data to devices tagged with a specific label, such as "Eugene," is not natively supported. While global filters can be set to apply across all dashboards, they cannot be configured to be permanent for a single dashboard or to restrict data to devices with a specific tag. A workaround involves bookmarking the URL of the dashboard after applying the desired filter. This method ensures that the dashboard opens with the filter applied, displaying only devices tagged with "Eugene." However, this approach has limitations: - **Manual Application**: The filter must be manually applied each time the dashboard is accessed, as the URL does not retain the filter settings permanently. - **URL Filter Bug**: There is a known issue with URL filters that is currently being addressed. This bug may affect the functionality of the URL-based filtering method. For more detailed information on filtering devices by tags and creating customized views, refer to the ControlUp documentation on viewing your list of devices. ([support.controlup.com](https://support.controlup.com/docs/device-dashboard-overview?utm_source=openai)) As of now, there is no built-in feature in ControlUp that allows for the permanent application of a filter to a specific dashboard based on device tags. Users are advised to monitor updates from ControlUp for potential enhancements in this area. For further assistance or to stay informed about updates, consider reaching out to ControlUp support or visiting the ControlUp Community forums. ([help.controlup.com](https://help.controlup.com/hc/en-us?utm_source=openai))

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Resolving UI and Remote Control Discrepancies When Accessing Devices via Global Search in ControlUp 4 Desktop

Posted on July 1, 2026

When using ControlUp 4 Desktop (CU4D), users have observed a discrepancy in the user interface and remote control experience depending on how they access device details. Specifically, accessing a device via the global search feature directs users to a different-looking interface than when navigating through the Devices > Details path. The interface reached through global search appears to be the older Angular-based UI, characterized by a red-themed layout and missing certain functional tabs such as RMM (Remote Monitoring and Management), Internet Explorer management, network, and storage tabs that are present in the modern white-themed interface accessed via the sidebar device menu. This difference is not just cosmetic; the remote desktop experience also varies between these two paths. The remote control window initiated from the global search interface does not match the one available through the Devices > Details route, indicating that two different backend platforms or UI frameworks are in use. The sidebar route leverages the integrated DEX (Digital Employee Experience) platform embedded in the main ControlUp site, while the global search currently directs users to the legacy environment. This issue has been acknowledged by the ControlUp team as a known problem. A fix is planned to unify the experience so that both access methods will lead to the modern UI and consistent functionality, including the proper remote control interface and management tabs. The resolution was expected to be rolled out within a few weeks from the time the issue was reported. Until this fix is deployed, users should expect the global search function to open the older interface with limited features, while the Devices > Details navigation provides the full, up-to-date DEX platform experience. For the latest updates on this issue and other CU4D features, users can refer to the official ControlUp documentation and community resources.

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How to Calculate and Display Compliance Percentage Using ControlUp JSON Query and Transformations

Posted on June 30, 2026

This discussion addresses how to display a compliance percentage in a ControlUp dashboard card based on two widget values: total devices and compliant devices. The goal is to calculate and show a compliance rate as a percentage, for example, showing 5% if 10 out of 200 devices are compliant. The solution involves using the ControlUp JSON builder with a custom query and transformation setup. To achieve this, the key is to use the "CombineMetrics" plugin in the JSON configuration. This plugin allows the calculation of a ratio (a percentage) by specifying the compliant devices count as the numerator and the total devices count as the denominator. Participants shared examples modeled after an AI dashboard where a similar percentage metric—percentage of users accessing AI-related websites—is calculated by summing durations and using filters. One example query includes the use of "cardinality" aggregation on device IDs, filtering by device groups and OS details to separately count total devices and compliant ones. This data is then fed into a transformation block that scales the ratio by 100 and applies precision to display the percentage nicely. The JSON snippet demonstrates how the numeratorNodeIds and denominatorNodeIds correspond to the compliant and total device counts, respectively, providing a ready-to-adapt template. Additionally, the conversation touched on the potential for applying conditional palette colors to the percentage display, similar to gauges, to visually represent thresholds (e.g., red for 0%, orange at 50%, green at 100%). Though not yet implemented, this idea is being considered as part of ongoing UI improvements. For further implementation guidance, ControlUp documentation on custom widgets and the JSON query builder is a useful resource at https://docs.controlup.com. The approach described can support not only two values but can be extended to combine multiple metrics as needed, providing flexible compliance and performance monitoring visualizations in ControlUp dashboards.

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How to Initiate Remote Assist for VDI Sessions in ControlUp and Upcoming Improvements to Global Search and Enrich Plugin

Posted on June 29, 2026

In ControlUp, currently the primary method to start a remote assist session for a VDI user involves navigating through the interface by selecting VDI > Details > drilling down to the specific pool, or by using the search grid to find a user, then right-clicking their session, choosing Session Management, and finally selecting Remote control. This workflow contrasts with some other remote support tools, such as ScreenConnect, which offer a global search feature enabling quick retrieval of any active session—physical or virtual—directly by searching the user's name. The new global search functionality in ControlUp primarily directs users to the session activity reports rather than live session data. This design choice was intentional to focus on long-term historical data rather than real-time session information. However, multiple community members highlighted the benefit of extending the global search to include live VDI sessions, which would allow quicker identification and management of active sessions and streamline remote assist workflows, particularly for VDI. The need for this improvement is tied to efforts by some organizations to consolidate tools, replacing separate remote assist products with ControlUp. The current process for VDI sessions is seen as less efficient compared to physical endpoints, where the user’s device appears directly in the global search, facilitating straightforward remote control initiation. Adding real-time VDI session data to the global search would align ControlUp’s user experience with that of other remote support tools and simplify support staff workflows. Additionally, the community suggested expanding ControlUp’s Enrich plugin—already valued for integrating with ticketing systems and enhancing remote support capabilities—to cover VDI environments. This expansion is confirmed to be on ControlUp’s roadmap and is expected to be developed later in the year, promising to further enhance VDI support operations. For more detailed guidance on starting remote control sessions and using ControlUp’s search features, users can consult the official ControlUp documentation at https://docs.controlup.com and explore the ControlUp Academy resources at https://cuacademy.controlup.com.

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How to Use ControlUp Live View to Identify Processes Causing CPU Spikes in VDI Environments

Posted on June 26, 2026

When attempting to diagnose CPU spikes and identify the specific processes responsible using ControlUp, the most effective approach is to utilize the Live view, also known as the VDI page in the ControlUp Web UI. This view provides real-time, granular insights into process-level CPU consumption across virtual desktop infrastructure (VDI) environments. Unlike historical reports, which show aggregated past data such as CPU Utilization Max but lack immediacy, the Live view updates metrics approximately every three seconds, enabling administrators to track CPU spikes as they happen and correlate them with individual processes. Accessing this Live view requires either appropriate licensing or configuration that may prompt for a user principal name (UPN) login depending on how ControlUp is set up in the organization. When correctly logged in, administrators can drill down into specific machines experiencing CPU spikes and see a detailed, sortable list of CPU-intensive processes. This functionality helps pinpoint the exact processes causing resource bottlenecks, which is critical since the total CPU utilization of a machine does not always equal the sum of all visible processes. This discrepancy arises because kernel interrupts and other system-level operations that consume CPU are not attributed to individual user processes. Users noted that if access to the Live view is initially unavailable or the relevant VDI tab not visible, it may be due to missing licenses or particular configuration settings controlled by the ControlUp administrator in the environment. In such cases, reaching out to the administrator and providing the UPN for authentication often resolves access issues. Without this, troubleshooting CPU spikes becomes difficult, and users may resort to external scripting solutions like PowerShell, which can be less reliable and less integrated. Once logged into the Live view, operators can monitor real-time CPU usage per user and process, identify the top five consumers, and respond quickly to performance incidents causing a slowdown in the VDI environment. While the Live view is potent for immediate troubleshooting, storing long-term granular process data in a live manner is impractical due to data volume and cost, so ControlUp uses historical reports for trend analysis. Overall, the Live view is regarded as an essential and powerful feature in ControlUp’s suite for understanding and resolving CPU utilization spikes in virtualized desktop environments. For further information on configuring and accessing the Live view in ControlUp, administrators can consult the official ControlUp documentation at https://docs.controlup.com and the ControlUp Academy at https://cuacademy.controlup.com. These resources cover licensing requirements, configuration steps, and best practices for effectively using real-time monitoring to maintain optimal VDI performance.

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