Updated July 22, 2020
Table of Contents
To get started using the CloudFit TM Software platform, navigate to https://app.cloudfitonline.com/ and sign in with or register a new user account.
As an alternative, you can now sign in using your Microsoft Account credentials. Using your existing Microsoft credentials can save you the time and extra work of creating a new account and managing another password.
If you do not already have a CloudFit user account, click Register Today
Enter the email address you would like associated with your CloudFit user account, then click SEND VERIFICATION CODE
Check your email for the verification code
Enter the verification code you received from CloudFit, then click VERIFY CODE
Then choose a strong password, confirm by entering the password a second time and click CREATE
If you already have a CloudFit user account, enter your email address and password, then click SIGN IN
If you have forgotten your password, request a new one by clicking Forgot your password?
You will be redirected to a password reset page similar to the one below. Enter the email address of your CloudFit user account, then click Send verification code
Check your email for the verification code
Enter the verification code you received from CloudFit, click Verify code and then click Continue
Enter a new strong password, confirm the new password by entering it a second time and then click Continue
After you log in for the first time, you are prompted to link your device to CloudFit Monitoring. Follow the step-by-step workflow to setup your first device for monitoring.
Click Link Device
This will download the Agent file to your device. NOTE: Depending on which browser you use, this process may vary. Shown below is the Chrome browser once the file is downloaded.
Once the download is complete, you still need to open and run the installation file. NOTE: Depending on your device’s operating system, this process may vary. Follow the instructions on your device to run the CloudFit TM Agent Setup Wizard.
Click Install to begin the installation
To continue installing the Agent, you must first accept the License Agreement. By selecting I accept the terms in the License Agreement and agreeing to the terms, you are able to click Next to continue with the installation.
Once the installation is complete, click Finish to exit the installation wizard
Continue onboarding in the browser
Initial admin users are prompted to select which applications to monitor. Select at least one application to monitor, then click CONTINUE to finish setting up your device.
Once setup is complete, you will be redirected to the CloudFit™ Software Platform dashboard.
If any errors occur while onboarding a device, you’ll be notified of an error at various touch points, coinciding with the onboarding steps:
- Download Errors:
- Install Errors:
- Setup Errors:
When an error occurs, you are able to retry the step as much as you would like. If you encounter repeated errors on the same step, you can reach out to our team via email by clicking on the “Report an issue” link at the bottom of the page.
Now that you’ve completed Onboarding, you are ready to begin using the CloudFitTM Software Platform to monitor your device’s applications. Let’s start by navigating the Dashboard a bit.
As an administrator, you have access to three primary management features:
Dashboard – The primary monitoring page where you can view the status of your organization’s monitored devices, including details about current and historical issues occurring for a monitored application.
Settings – On the Settings page you can add, edit, or remove devices from your organization, customize email invitations to members of your organization and track the status of any invitations sent.
Subscription – On the Subscription page you can view the available subscription options and manage your organization’s current subscription and billing information.
A Current Status indicator is in the upper left corner of the dashboard page. A status of green indicates that there have been no issues encountered on any monitored device in the past 24 hours. Yellow indicates there have been between 1 to 4 issues in the past 24 hours across all devices. Red indicates that there have been 5 or more issues in the past 24 hours across all devices.
Just to the right of the current status indicator is a Latest Issue summary. When you visit the dashboard for the first time, often this is not visible since the Agent was only recently installed and may not have encountered any issues yet.
Typically, though, the Latest Issue summary will tell you (1) how much time has passed since the last issue, (2) summarize the issue encountered – what happened and when, (3) on which device, and (4) provide a link to expand that device’s details in the Device Health table.
The Device Health is the primary feature on the Dashboard. There is one Device Summary row for every onboarded device in your organization. Each of these rows contains a Device Description that is customizable by administrators to differentiate between various devices. The row also contains Application Status summaries of Green (0 issues), Yellow ( 1 – 4 issues), or Red (5+ issues) corresponding to the total number of issues encountered for that application on the monitored device in the past 24 hours.
Each device row has a secondary Detail row that is hidden by default giving you maximum visibility on the device health of your organization.
Clicking on a Device row, such as the ‘Administrator’ Device row above, will expand that device’s Detail row. For a newly onboarded device, if there are no issues encountered the Detail row will only contain Device Name and current status of ‘No current issues’ for monitored applications. Typically, there will be an additional table of the monitored application’s status history as shown below
Notice in the image above that while there have been 3 Microsoft Teams issues in the past 24 hours for the Administrator device, the status under Teams Status reads “No current issues”. This is because this application summary or Application Detail – Current Status only highlights issues that have been encountered or ongoing in the past 10 minutes. This is better highlighted in the image below
In this scenario, there has been only one issue encountered across all devices over the past 24 hours and the Latest Issue summary highlights that. When we click “See device details” we notice the Latest Issue summary update occurred seconds ago and is also present under Outlook Status. This is because the issue is recent and or ongoing.
When a monitored application for any device onboarded to your platform encounters issues that we are tracking, we send alerts to the specified Notify Email addresses (see Edit Devices) for that device. Our SaaS platform tracks monitored applications for any issues that we believe may be cause for concern or that could become more critical incidents if not mitigated beforehand. An example alert notification is shown below
Now let’s take look at the Settings page. On the Settings page, you can add, edit, or remove devices from your organization, customize email invitations to members of your organization and track the status of any invitations sent.
The Administrators tab contains information about the administrator for your organization’s account.
Directly beneath that is the Devices tab. This tab provides administrators with the ability to manage their organization’s monitored devices. Shown above, you can see the following for each device:
- Device (or Machine) ID of the onboarded device
- Description or Name of the device
- A monitored application’s Current Status. A green check denotes no currently ongoing issues, whereas a red x denotes the application is currently experiencing issues.
- The list of notification email addresses for a device
- Edit & Remove options for each device
Clicking on the Pencil icon to the right of a device in the Devices tab will open an Edit form for that device
In the Edit Device form, an administrator can change the Device Description or Name. This is particularly helpful when a person from your organization will onboard multiple devices or when a device belongs to a location rather than a person like shown in the above image.
You can also decide to toggle On or Off the monitoring options for a device. In the above example, Outlook has been deselected. Once saved, we will not display monitoring statuses for that device’s Outlook application.
By default, when a device is onboarded the administrator receives notifications when issues occur on one of the device’s monitored applications. You can update this contact information in the last section of this form. In the example above, we changed the email settings so that notifications will be sent to 3 email addresses rather than just the default admin email.
When one of a device’s applications is edited to no longer be monitored it will appear greyed out where visible in the app
In addition to editing, an administrator can remove devices altogether from their organization by clicking on the Trash Bin icon to the right of the device in the Devices tab. NOTE: By design, admin devices cannot be removed from the organization’s monitored devices. In the Devices tab, the Trash Bin icon is greyed out because removing is disabled for this device.
Clicking on Add Devices in the top right will open an invitation form
Administrators can send a customized invitation to others in their organization. These users will receive an email with a link to onboard their device in the same manner as the administrator. Customization of the email subject and body is only optional. The placeholder values in the example indicate the default messaging if no customization is made.
In the last section of the form, you can enter the individual email addresses and corresponding names you wish to send invites to. NOTE: As a shortcut you can paste in a comma-delimited list of email addresses for the recipients of the invitation.
Shown below is an example of an un-customized email invitation sent today:
After an invitation has been sent but before the user has accepted the invitation and onboarded their device, administrators will see the pending invitation still open in the final tab on the page, Device Invitations
Administrators have the option of removing an invitation if they no longer wish to have this user onboard a device. To do this, click the Trash Bin icon to the right of the invitation details. Removing the invitation will render an error page for the user if they were to click ‘Link Device’ from the email invitation.
When a user accepts the email invitation, they are redirected to the app in their web browser to where they can onboard their device to your organization’s platform. The onboarding process for an invited device is identical to the device onboarding of the initial admin device described in “Onboarding Admin’s Device” with two exceptions:
- Onboarding process for invited devices does not include the ‘Select Monitoring’ option during setup. An administrator alone determines which apps are to be monitored on the device.
- Once onboarding is completed for an invited device, the user is instructed that onboarding was successful and they may now close their browser. NOTE: At this time, there is no additional UI experience for non-administrator device users.
The Subscription page presents administrators with CloudFit’s available subscription options. There are currently four subscription options available when administrators first access the app: Free Trial, Basic, Standard, and Enterprise.
When you access the Subscriptions page, you may notice 1 of the options is outlined in blue as shown above. This indicates which Subscription is currently active. You may also have noticed that when you access the app for the first time a banner notification appears across the top of the Dashboard page:
When you first access the app, you are automatically provided with a Free Trial subscription good for 60 days. The Free Trial allows you to take full advantage of CloudFit’s SaaS monitoring capabilities as you integrate our service within your organization. Enjoy! We are eager to hear your feedback. At the conclusion of the 60-day trial, you will be redirected to the Subscription page where you can upgrade to one of our paid subscription offerings.
When you click SUBSCRIBE on either the Basic or Standard Subscription selections, you are prompted to enter your billing information.
CloudFit partners with Stripe to process payment information and manage subscriptions to our service, making the subscription process easy for you to manage within the app, while Stripe keeps your billing information secure.
At this time the primary difference between the Basic and Standard Subscriptions is the number of devices we monitor per organization: up to 10 monitored devices for the Basic plan and up to 25 for the Standard plan. In future releases, these plans will become the focus for the latest and greatest feature offerings being released by our Engineering team.
At the conclusion of your Free Trial, your subscription will expire and in order to gain continued access to the platform you are prompted to subscribe to a paid plan. Similarly, if your subscription were to expire for another reason (due to failed payment or non-payment, for example) you would be prompted to renew your subscription or subscribe to another one of our plans.
When you cancel a paid subscription to our service, you will continue to have access to the app until the end of your current billing cycle.
Whether expired or cancelled, you are always welcome to renew your subscription. To do this, just click RENEW or subscribe to another one of our plans, enter your billing information once more and you’re all set!
For a highly customizable monitoring solution that is tailored specifically to your organization’s unique scenario for the best possible white-glove service, we offer the Enterprise subscription. This service goes above and beyond the app experience and our team will take a hands-on approach to support your organization’s needs. You can click CONTACT US on the Enterprise subscription in the app to request more information or to get started today.
We want to hear from you! For this reason, we make it possible for you to reach out directly to our team on any page within the app through the Send Your Feedback link in the site navigation. If you encounter any issues in your app experience, we are just an email away.
Even more, as an early adopter of our service, you have the unique opportunity to drive the upcoming features and enhancements to the app. We hope to hear from you soon!