The VDI 2.0 Setup That Takes Less Than 15 Minutes

by Richard Yoza on Oct 20, 2016 2:12:43 PM

Series 1: Getting Started with VDI 2.0

This is our latest blog in a series aimed at new and exisiting Workspot customers who are interested in mastering the ins-and-outs of Workspot's VDI 2.0. We've produced a series of videos on the topic.  This blog will teach you how to get VDI 2.0 up and running in less than 15 minutes.

If you're interested in watching the video series instead, visit our new Resources Library.

To connect to our cloud control plane and get started, all you'll need is a PC or Mac with an internet connection (no need for servers, configuration, etc.).

Here's what you'll learn:

1. How to register for a new Workspot Control account for your company as an administrator.

2. How to publish a web application.

3. How to install the Workspot client application and onboard an end user.


Step 1: Register for a New Account

1. In your web browser, navigate to control.workspot.com. Click 'sign up'.Register for a new Workspot Account - easy VDI setup

2. Fill in the administrator form:

Fill in the Administrator form - easy VDI setup

3. Click the 'sign up' button. Now, Workspot's multi-tenant architecture will create a new instance for your company.

Click the sign up button for VDI Setup

 

4. Look in your email account for a message from Workspot, which includes an activation link. Example: 

Click your email confirmation link

5. Click on the link to complete the registration process. Now, you will be taken to a new window. Fill in the form, read the agreement, and click 'register'.

Fill out this form next in getting started for VDI setup

 

Screen_Shot_2016-10-19_at_19.33.15.png

 

Step 2: Add a web application

Once you've registered, Workspot launches into a wizard. The wizard allows you to do two things: 1) add an application, or 2) add a desktop. In this case, we're going to add a web app. Click the 'Add an App' button. 

Adding a web app VDI 2.0 setup

The next form is very straight forward. This is how we recommend you fill it out for the App. (We've included screenshots below for reference.)

'Application Type' -- Choose 'App'. (We are using App for this example.)

'Application Name' -- Enter your App name. (We're using 'Workspot' as our default in this example.)

'Application URL' -- Type the URL of your App. (For this example, we're using the Workspot home page; our URL is workspot.com.)

'Route App traffic through VPN' -- Select your appropriate option. (In our example, we're using a public website so we don't need to use a VPN.)

'Application Icon' -- Navigate to and upload your preferred icon. (We won't use this ugly purple icon. Instead, we'll select our blue Workspot logo.)

Add an application form fields VDI 2.0 setup

'Login Type' -- Select the type you want to use. (We can confirm, and we do not have any single sign on. Since it's a public website, we would disable single sign on.)

'Bundles' -- Add it to the default application bundle, which is a group of applications.

'Target Platforms' --  Select which platforms you want to publish on. 

To finish, click 'Add App'.

You have now set up your administrator account for VDI 2.0

You have now created an account in Workspot Control. Now you're ready to switch over and be an end user. 

Step 3: Install the Workspot client; onboard an end user

1) Go to the App Store. Look for the Workspot client app. (It's a nice blue logo.) Download and install the app.

2) Now, you will see a prompt for an email address--add an address. Please note: You can enter the same email address you registered as an administrator. However, keep in mind that this time you're creating an end user account. Screen_Shot_2016-10-19_at_16.44.41.png

3) Click 'next'. It will verify that you are a member of this company. Instead of an activation link, as an end user you will get an activation code, which is a 4-digit code that will arrive by email. (Let's flip back to email to get the code.)

 

Screen_Shot_2016-10-19_at_16.46.35.png

4) Type in the activation code to register the user account.

5) Now you need to create a PIN so you can lock the application. Workspot is a secure container that resides on the device. The PIN enables you to protect any corporate information and all your credentials because they're stored and encrypted inside the Workspot app.

Secure your VDI setup with password pin protect
6) Below, you'll see that you're now presented with the Workspot workspace. Because you've already published an app in Step 2, you have access to that app.

Workspot workspace once VDI setup complete

7) Click on the app to see it launch. You could launch your intranet page, or  your own homepage, or your own corporate homepage.... The possibilities are endless.

Getting started from administrator to end user


So there you have it. You have successfully registered your company, opened your Control account, published your first web app, and then onboarded yourself as a user. All that's left are reviewing Workspot's FAQs.


They're not really frequently asked, they're just first asked questions

  1. Yes, your trial account is, in fact, a fully functional account.
  2. All the features are turned on.
  3. The only limitation is that you have a limited number of users and there's also a time limit.

We suggest that you go ahead and onboard additional devices. You can go to any of your devices (Android, iPhone, PC, MAC, anything). Download the client and register with your email address.

If you want to add other administrators, you can add them manually. Note that they don't need to go through the same registration process. End users can simply go to the App Store and enter their email addresses to register.

That's how easy VDI 2.0 setup is. If you'd like us to walk you through the process over the phone -- so that you can ask additional questions and get in-depth answers -- Schedule a Demo today.

Workspot insanely simple VDI

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This post was written by Richard Yoza