Scale Integration Configuration Guide

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Scale Integration Overview

Note: This document is obsolete and is retained as reference for older installations.

The Scale Integration enables the provisioning and managing of VDI desktops from Workspot Control.

Prerequisites and Configuration Notes

The following are general prerequisites for this guide:

Configuring Control involves the following steps for Scale Integration:

  1. Read the Instructions

  2. Add Datacenter and provide a name that describes the datacenter. Note: "Cupertino DC" is used in this example where DC is short for Data Center.

  3. Add Configuration for the Active Directory configuration type.

  4. Add Configuration for the Scale configuration type.

  5. Add Pool to provision Virtual Machines (VMs).

  6. Assign Desktops in the pool to users from (a) users defined in Workspot, (b) users defined in Active Directory, (c) or users listed in a spreadsheet that is imported. For the purposes of this guide, only method (a) is shown.

Control Configuration for Scale Integration

  1. Read the instructions: Navigate to Control:: Resources > VDI(0) and review the Virtual Desktop Infrastructure (VDI) Setup panel, as shown in Figure 2 below.

  2. Add Datacenter: Navigate to Company > Datacenter click the Add Datacenter button.



    Provide a meaningful name to identify the Datacenter's profile. For example, "Cupertino DC" where DC is short for Data Center. Click the Save button.

    The Datacenter profile is displayed. note the Add Configuration button will disabled until the Connector is online. Refer to Figure 4 below.  

    After the Enterprise Connector that matches the Integration Key has been installed, the Add Configuration button is enabled, the Connector Version is filled in, and the Connector Status is shown as Connected. Refer to Figure 5 below.

  3. Add Configuration for Active Directory: Navigate to Company > Datacenter and click on the Add Configuration button. A panel titled "Add a Configuration for the <datacenter name> datacenter" is displayed.

    1. Provide a meaningful name to identify this configuration profile, "CORP AD" is used in this example. Select Active Directory as the Configuration Type.

    2. To sync the status of deleted and disabled Active Directory users with Workspot Control, set Sync Deleted and Disabled Users to "Yes". (Note: Navigate to Users > Users to see the AD Status associated with an individual Workspot user. Refer to Figure 11.)

    3. Successful creation of an Active Directory configuration displays the status message shown below.

    4. Click on the Sync Now button to update the status of Workspot Client users who have accounts in the Active Directory domain.

      For the purposes of this guide, an Operations Test account was created in the workspot.com Active Directory. The email address opstest01.workspot.com was assigned to this account. This member self-registered using a Workspot Client using the assigned email address. and is listed as an Active user under their AD Status in Users.

      Figure 12 shows the E-mail entry in Active Directory that is used by the Workspot Enterprise Connector to identify the user.

  4. Add Configuration for Scale: Navigate to Company > Datacenter and click the Add Configuration button.

    1. Provide a meaningful Name to identify this configuration profile, "Scale" is used in this example. Select Scale as the Configuration Type.

    2. Enter the vCenter Server Address (IP address) - the FQDN or hostname of the vCenter web console may be used as well. The vCenter Address, shown in Figure 15 below, is the NETBIOS name "vCenter".

    3. Configure to Allow Self Signed Certificates or do not allow.

    4. Enter User Name and Password for the vCenter administrator account used for provisioning VMs.

    5. Click on the Save button. The "Datacenter configuration created successfully" message is displayed and the Scale configuration panel shows the Configuration TypeHost, and User Name.

  5. Add Pool: Navigate to Resources > VDI to provision Virtual Machines (VMs). Click on the Add Pool button. Optionally, you may click on the VDI Setup link in item (4.) of the instructions, as shown in Figure 2 previously, to arrive on the same page.

    1. Navigate to Resources > VDI and click on the Add Pool button. Provide a Desktop Pool Name and Select a ConfigNote that the Desktop Pool Name will be the VDI desktop display name in the user's Workspot.  


      Select the vCenter config to display the related fields. 

    2. Click on the Search button to display the list of available templates, then click on the Select button next to the desired template

  1. Enter the Number of Desktops to provision. Enter the Naming Prefix and Suffix Length that is used to uniquely name each virtual desktop during provisioning. Click on the Upload an icon link to use a custom icon for the desktop in Workspot Client.

  2. Manage Virtual Desktops and Check Progress during provisioning.

  3. After completion of pool creation, click on the < Back to Pool Details link to see the list of virtual desktops provisioned for the Ops Windows 10 E Desktop Pool (3).

  4. Logging into vCenter and going to VM > Table, the virtual desktops provisioned through Control are listed.

  5. Once the first pool has been created, the Virtual Desktop Infrastructure (VDI) Setup instructions are no longer displayed and, in its place, the list of available pools.

  6. Assign Desktops: Navigate to Resources > VDI to assign VMs. Click on the Assign Desktops button. Click on the name of the pool to open the Manage Virtual Desktops.

    1. Click on the name of the pool from where you want to assign the VDI desktops. 

    2. In Figure 29 above, all three (3) provisioned desktops were selected. Clicking on the Assign Desktops button, the tabs shown under All Users act as search filters. Click on the Workspot tab to search users that are already registered with your company in Workspot Control.  

    3. Entering "demo" shows the two users with names or emails that include "demo". Select the check boxes next to the users, then click the arrow to pick those users to be assigned desktops, then click on the Assign button.

    4. In this example, two desktops were assigned, one desktop to each user.

    5. Summary status is displayed for the pool by clicking on the < Back to Desktop Pools navigation link shown in the figure above.

    6. Navigate to Users > User Details :: Assigned Virtual Desktops. Note that desktops assigned to users are listed for their account.