---
title: "Scale Integration Configuration Guide"
slug: "scale-integration-configuration-guide"
updated: 2024-08-11T20:50:26Z
published: 2024-08-11T20:50:26Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.workspot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scale Integration Configuration Guide

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**Note:** This document is obsolete and is retained as reference for older installations.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

- VMware ESX/ESXi 5.5 or later environment.
- vCenter Server. See [Scale 6.0 Documentation Center](http://pubs.vmware.com/vsphere-60/index.jsp?topic=%2Fcom.vmware.vsphere.install.doc%2FGUID-7C9A1E23-7FCD-4295-9CB1-C932F2423C63.html) and [Installing vCenter Server 6.0 Best Practices](https://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=2107948) for more information.
- vCenter account for provisioning VMs, see [Workspot vSphere Integration vCenter Privileges](/v1/docs/workspot-vsphere-integration-vcenter-privileges) for details.
- A Template and Customization Specification for the VDI desktops
- Sufficient resources: CPU, memory, storage, and networking
- DHCP provided IPs
- Download and install the **Enterprise Connector,** see the [Workspot Enterprise Connector](/v1/docs/workspot-enterprise-connector).

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/55e0fae5-54a9-412b-a2d5-7097434949c8.png)

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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/e9670878-4df9-47db-904b-520e27fdd0bd.png)
2. **Add Datacenter:** Navigate to ***Company > Datacenter*** click the **Add Datacenter** button.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/f335ab6b-f677-4237-b03c-ac90fd9012c8.png)

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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/c408bd27-7a72-4796-b6c8-c679bea9f86f.png)

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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/02012593-fc3d-42ba-a540-e640bd7217c4.png)
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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/73af5424-cc05-4ee9-9948-2cad8009b049.png)
  1. Provide a meaningful name to identify this configuration profile, "CORP AD" is used in this example. Select *Active Directory* as the **Configuration Type**.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/dd6396e6-ce26-4bf2-b919-1d2d5f401d34.png)
  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](https://kb.workspot.support/scale-integration-configuration-guide$Figure11).)

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/8f37561d-ac2d-454c-b7c3-89bee88df01d.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/b0fe715a-b7c3-4d0a-9cd4-aa6b7f47cee5.png)
  3. Successful creation of an **Active Directory** configuration displays the status message shown below.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/3af76ad7-5a61-47af-aa59-03f64fd8b68b.png)
  4. Click on the **Sync Now** button to update the status of **Workspot Client** users who have accounts in the **Active Directory** domain.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/d4197ff5-381b-4bdc-a9cb-c67d20730c3e.png)

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***.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/ddcd8c47-e41e-49c3-b5ae-969cfaf694be.png)

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**.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/cf59ccc3-aef2-4826-adb3-29ab342f700a.png)
  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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/e7212d31-48f8-4e56-ad84-1f1ab6a5f7bd.png)
  4. Enter **User Name** and **Password** for the vCenter administrator account used for provisioning VMs.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/5c02f72e-0bbf-468a-97b6-39551ce8b3c9.png)
  5. Click on the **Save** button. The "Datacenter configuration created successfully" message is displayed and the Scale configuration panel shows the **Configuration Type**, **Host**, and **User Name**.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/b40ff37c-37ef-4716-b24b-7b21ebd6418a.png)
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](https://kb.workspot.support/scale-integration-configuration-guide$Figure2) 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 Config**. *Note that the****Desktop Pool Name*** *will be the VDI desktop display name in the user's Workspot.*

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/575e6dce-f015-40b2-b10c-d5ccdf779e7e.png)

Select the **vCenter** config to display the related fields.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/afe9eee9-dd66-4bb4-b054-d40eceb4cdcc.png)
  2. Click on the **Search** button to display the list of available templates, then click on the **Select** button next to the desired template

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/3ae0eeba-62e0-4c28-8b3d-4ce8e9d08b44.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/9d9af30b-b29c-4930-905a-ea5b44b84e9c.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/808659e9-a23b-422f-b13c-1dcacc493089.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/f979556d-9ed7-4462-9d50-aa17a7df7542.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/99598767-e39a-4afd-bdba-c18ddd1ba432.png)

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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/6459101c-cb18-4a39-b718-b0f8d6c105ee.png)

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/68149221-983c-45dc-be80-5fbcd32b6ff8.png)
2. Manage Virtual Desktops and Check Progress during provisioning.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/81f59a1f-b45b-4b6c-9dfe-7f024be6eaaa.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/5afcf789-12dc-4d29-b84e-bf5fc9f81f08.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/b70a4685-18d9-4a28-96f2-293fa4ea0f7d.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/51662e3c-2302-445c-8af2-8f9ce4daf5b5.png)![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/d66b1207-84ec-48e5-9cc1-df310c385fab.png)
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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/b1202f96-38d1-40c8-94c6-ce41aefef84f.png)
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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/304d39fb-252e-46e9-b64f-864f664a8856.png)
  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.**

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/dff0b15b-0180-47c7-b14d-8d098b170322.png)
  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.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/6e675bda-fb89-4d62-bab5-660a4e43e153.png)
  4. In this example, two desktops were assigned, one desktop to each user.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/efb742f9-541e-4dfd-bf8f-fde12b80d7d5.png)
  5. Summary status is displayed for the pool by clicking on the **< Back to Desktop Pools** navigation link shown in the figure above.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/8302fb0a-dbb8-429c-af06-427d80f07b33.png)
  6. Navigate to ***Users > User Details :: Assigned Virtual Desktops***. Note that desktops assigned to users are listed for their account.

![](https://cdn.us.document360.io/ad9153e1-c8de-4f56-94f2-b717a1fc3a68/Images/Documentation/a8062ed9-bb66-4da3-92bb-edb636ed4c70.png)