Quick Start

Running Upscope On-Premise

To run Upscope on your infrastructure, you'll need to either run a Docker image that contains everything or host the components separately yourself.

If you have fewer than 5,000 Visitors online at any given time and no more than 100 concurrent Agents, a single server will likely be enough. If you have more, you'll likely need to add more servers and scale Upscope horizontally by having a separate Redis cluster.

Using Docker

We've created a simple startup script to easily start and configure Upscope to use with Docker. You can use the script as-is or pull our image from Docker Hub and run it with the variables listed below.

1. Download the startup script (.sh file).
2. Edit its variables according to the data from the Upscope » Dashboard » Settings » Teams » On Prem.
3. Make it executable: chmod +x start-on-premise.sh.
4. Run it: ./start-on-premise.sh.

Without Docker

If you don't want to use Docker, you'll find Upscope binaries on the link provided in your Upscope » Dashboard » Settings » Teams » On Prem.

This link never changes, so you can curl the binaries as part of your build process and automatically keep Upscope up to date. Any breaking change will have a new link, so you don't need to worry about that.

You can start the server without Docker by running:

BASE_ENDPOINT=http://localhost:5002 PORT=5002
LICENSE_KEY=https://api.upscope.io/v1.3/....
SECRET_KEY=myrandomsecretkey... ./upscope-data-linux

Installing Upscope on Your Website

After you run Upscope, the output will give you instructions for your JavaScript SDK installation code. It looks like this (notice {BASE_ENDPOINT}):

<script>
  (function(w, u, d){if(typeof u!=="function"){var i=function(){i.c(arguments)};i.q=[];i.c=function(args){i.q.push(args)};
  w.Upscope=i;var l = function(){var s=d.createElement('script');s.type='text/javascript';s.async=true;
  s.src='{BASE_ENDPOINT}/upscope.js';var x=d.getElementsByTagName('script')[0];x.parentNode.insertBefore(s,x);};l();}}
  )(window, window.Upscope, document);
  Upscope('init');
  Upscope('getWatchLink', console.log);
</script>

You can add that code to pages like you would with our cloud solution.

Your License Key

To run Upscope, you'll need to retrieve your license key. The license key can be downloaded to your server or read automatically from our server every time the server starts.

You'll need to enter the license key into the LICENSE_KEY environment variable. The LICENSE_KEY environment variable can be one of:

• The license key content (note it's multi-line)
• A file path to the license key content
• The URL to the license key, the preferred method

If you don't have to restrict the instance's interactions with the internet, entering the URL provided on the dashboard as the LICENSE_KEY environment variable is preferable as you won't need to update it when it expires.

Configuration

The following is configurable through environment variables:

Environment Variable	Description	Default
BASE_ENDPOINT	The base URL where this component will be mounted. For example, https://cobrowsing.acmetech.com/. It can be in a subdirectory.	(nil, required)
LICENSE_KEY	Your unique Upscope license key (or a link to it).	(nil, required)
SECRET_KEY	A unique secret key used to sign internal JWTs. It's very important this key is kept safe and it's at least 32 characters long.	(nil, required)
AUTH_ENDPOINT	URL watch links will be redirected to for authentication.	https://app.upscope.io/onprem_redirect/TEAM_IDENTIFIER
HOMEPAGE	URL unrecognized requests will be redirected to.	https://upscope.com/
MONGO_URI	URI to a single MongoDB instance, or MongoDB cluster	If omitted, mongodb://localhost:27017/upscope. (In Docker this starts MongoDB within the image). If set to an empty string, it will disable MongoDB.
PORT	The port the server will listen on.	5002
REDIS_URI	URI to Redis or a Redis cluster.	redis://localhost:6379. (In Docker this starts Redis within the image).
REST_KEY	The authentication API key for your on-premise REST API. Leave empty to disable the REST API.	(nil)
SSL_REDIRECT	When set to on, the server will automatically redirect all requests to https.	off

If you use MONGO_URI=mongodb://localhost/upscope with the Docker image, a MongoDB server will be installed inside the container to serve the application.

If you use redis://localhost/ with the Docker image, a Redis server will be installed inside the container to serve the application.

Integrating with the Dashboard

To use the Upscope dashboard with Upscope on-premise, head to your on-prem settings and scroll down to cloud link.

You'll need to enter your BASE_ENDPOINT and your SECRET_KEY, and have an option to enter the email of who should be contacted if we need to reach out quickly if we find a vulnerability we can't patch from remote.

If you plan to use the REST API, you'll need to use the on-premise version of the API.

What Doesn't Work On-Premise?

Although we've made our on-premise version as similar as possible to the original, there are a few missing functionalities. You'll need to use Upscope cloud if you are interested in:

• Integrations with live chat software (other than a simple link in the attributes)
• Screenshots
• Session video recording
• Audio/video communication

Usage Without MongoDB

We are aware some of our customers cannot use MongoDB due to compliance reasons.

Upscope works fine without MongoDB, but the Search feature will be limited. You'll still be able to search by:

• Lookup code
• Email
• Unique ID