Deploy

After you've requested a free 15-day trial, you'll be prompted to download the StacksWare virtual appliance. Then, you'll deploy the virtual appliance on top of your virtualization (VMware, Hyper-V, etc.)

To deploy using vSphere Web Client, log into vCenter, and then choose Deploy OVF Template. Navigate through the following interface, keeping the default settings and choosing the OVA locally when prompted.

To deploy using Hyper-V, first choose new VM in the Hyper-V interface.

We recommend giving the VM 2 vCPUs and 4GB memory to start.

Once you've reached the "Connect Virtual Hard Disk" step, choose "Use an existing hard disk", and then browse to the VHDX file. Then click "Finish."


Next, you will power on the virtual appliance. Once you’ve deployed the virtual appliance, it will automatically attempt to update. If updating is unsuccessful, you will need to configure networking.

You can manually configure it to have a static IP with the command swcli network setup.

You can also configure StacksWare to use a proxy with the proxy protocol, URL, and port, eg swcli proxy set http://10.0.10.2:3128. You can then add your proxy username and password if necessary.

Once the appliance has network connection, it will automatically download updates, and then a blue screen will indicate an IP address to use for the registration process.

Configure

By this time, you should have received an email invitation to set up your account in the StacksWare web portal.

Please request a trial. Once your trial has been approved, you will receive an email invitation which you can use to setup your password. If you've requested a trial but haven't received an invitation yet, please wait until a StacksWare representative approves your request.


Click on the blue Join button, and you'll be taken to an account registration page.

Now, you can navigate to the IP address listed on screen at port 9080 in Google Chrome, where you will be prompted to sign in to your StacksWare instance with your domain (eg abc for abc.stacksware.com), and the credentials you just set up.

Once logged in, you will be prompted to select a collection method. The continuous option deploys and manages a lightweight executable onto guest machines, to provide real-time monitoring. The polling option uses periodic scans to collect information without deploying an executable onto any endpoints.

Note that choosing polling will only allow vCenter sources to be added.

Connect

You may now configure data collection sources, which StacksWare uses to collect data. StacksWare can use many different sources. Click on the blue plus symbol to add a source.

This source uses an Active Directory Domain Controller to discover users and machines. You may provide an LDAP search base to narrow the set of machines to discover.

Once finished, unless you don't want to monitor AD machines, please proceed to "Adding Credentials to a Source."

This source leverages vCenter to discover virtual machines and host information. Provide the IP address of your vCenter Server and your vCenter service account credentials to authenticate the source.

Once finished, please proceed to "Adding Credentials to a Source."

This source uses IP address ranges to discover machines.

Once finished, please proceed to "Adding Credentials to a Source."

StacksWare has many other sources - choose one, and configuration instructions will populate to the right of the source.


Once you've configured your source, it will appear on the registration page. If you wish to use a source to monitor machines, you must then allow StacksWare to log into and monitor the machines discovered from the source by adding credentials to the source.

To add machine credentials, click on the Credentials button on a source.

For these machine credentials, we recommend that you use the built-in "Administrator" account or the domain "Administrator" account to avoid permissions issues.

Note that only the machines covered by the machine credentials will be monitored. You may add as many machine credentials as you'd like.

When you're finished inputting your credentials, press submit to continue.

StacksWare will now validate the source and machine credentials entered by discovering all the machines from the source, and attempting to log into them with the provided machine credentials.

You should ensure that StacksWare discovered all the machines you expected, given the source information provided. Furthermore, you should ensure that StacksWare was able to successfully authenticate against the machines for which you provided credentials.

If everything looks good, click on Add Credentials, and StacksWare will immediately begin monitoring your machines.


You may repeat this process with different sources and sets of machine credentials, until StacksWare is monitoring your entire environment.

Please give StacksWare a couple hours after installation to configure itself to monitor sources properly. Then, it's time to go to your web portal, located at subdomain.stacksware.com (eg demo.stacksware.com).