Your SlideShare is downloading. ×
Step 02   ciac-se -3_0_1_configuration_guide
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Introducing the official SlideShare app

Stunning, full-screen experience for iPhone and Android

Text the download link to your phone

Standard text messaging rates apply

Step 02 ciac-se -3_0_1_configuration_guide

334
views

Published on

CIAC Config

CIAC Config


0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
334
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
2
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Cisco Intelligent Automation for CloudStarter Edition Configuration GuideRelease 3.0.1June 2012Americas HeadquartersCisco Systems, Inc.170 West Tasman DriveSan Jose, CA 95134-1706USAhttp://www.cisco.comTel: 408 526-4000 800 553-NETS (6387)Fax: 408 527-0883Text Part Number: OL-26427-01
  • 2. THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS MANUAL ARE SUBJECT TO CHANGE WITHOUT NOTICE. ALLSTATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS MANUAL ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUTWARRANTY OF ANY KIND, EXPRESS OR IMPLIED. USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS.THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THE INFORMATION PACKET THATSHIPPED WITH THE PRODUCT AND ARE INCORPORATED HEREIN BY THIS REFERENCE. IF YOU ARE UNABLE TO LOCATE THE SOFTWARE LICENSEOR LIMITED WARRANTY, CONTACT YOUR CISCO REPRESENTATIVE FOR A COPY.The Cisco implementation of TCP header compression is an adaptation of a program developed by the University of California, Berkeley (UCB) as part of UCB’s publicdomain version of the UNIX operating system. All rights reserved. Copyright © 1981, Regents of the University of California.NOTWITHSTANDING ANY OTHER WARRANTY HEREIN, ALL DOCUMENT FILES AND SOFTWARE OF THESE SUPPLIERS ARE PROVIDED “AS IS” WITHALL FAULTS. CISCO AND THE ABOVE-NAMED SUPPLIERS DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING, WITHOUTLIMITATION, THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OR ARISING FROM A COURSE OFDEALING, USAGE, OR TRADE PRACTICE.IN NO EVENT SHALL CISCO OR ITS SUPPLIERS BE LIABLE FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, OR INCIDENTAL DAMAGES, INCLUDING,WITHOUT LIMITATION, LOST PROFITS OR LOSS OR DAMAGE TO DATA ARISING OUT OF THE USE OR INABILITY TO USE THIS MANUAL, EVEN IF CISCOOR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a list of Cisco trademarks, go to thisURL: www.cisco.com/go/trademarks. Third-party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a partnershiprelationship between Cisco and any other company. (1110R)Any Internet Protocol (IP) addresses and phone numbers used in this document are not intended to be actual addresses and phone numbers. Any examples, command displayoutput, network topology diagrams, and other figures included in the document are shown for illustrative purposes only. Any use of actual IP addresses or phone numbers inillustrative content is unintentional and coincidental.Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide© 2012 Cisco Systems, Inc. All rights reserved.
  • 3. CONTENTS Preface ix Organization ix Conventions xii Product Documentation xiii Documentation Formats xiii Guides and Release Notes xiii Online Help xiii Product Naming Conventions xiii Other Naming Conventions xiii Obtaining Documentation and Submitting a Service Request xivCHAPTER 1 Solution Prerequisites 1-1 Minimum System Requirements 1-2 Minimum Hardware Requirements for Platform Elements 1-2 Minimum Software Requirements 1-3 Default Ports and Protocols 1-4 Limitations and Scalability 1-5 Customer Environment 1-6 Starter Edition Software Installation Preparation 1-6 Networks 1-7 Storage Management Preparation 1-7 Cisco UCS and Bare Metal Operating System Provisioning Preparation 1-8 Cisco UCS Manager 1-8 Cisco UCS Manager Pools 1-8 Cisco UCS Manager Service Profile Templates and Policies 1-9 VMware Software Preparation 1-9 Directory and Mail Server Preparation 1-10 Organizations and Users Preparation 1-10CHAPTER 2 Configuring Tidal Enterprise Orchestrator 2-1 Import the Automation Packs in Tidal Enterprise Orchestrator 2-2 Core Automation Pack 2-3 Common Activities Automation Pack 2-8 Intelligent Automation for Compute Automation Pack 2-9 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 i
  • 4. Contents Intelligent Automation for Cloud Starter Automation Pack 2-13 Manually Set Extended Target Properties for Linux 2-19 Configure Extended Target Properties for Cisco Cloud Portal Integration API 2-19 Configure Extended Target Properties for Cisco Cloud Portal Request Center API 2-22 Refresh Tidal Enterprise Orchestrator Server Web Service 2-23CHAPTER 3 Installing or Upgrading Cisco Cloud Portal 3-1 Installing Cisco Cloud Portal and the REX Adapter 3-2 If You Are Using Oracle Database Enterprise Edition 11g R2 Server 3-2 Prerequisite for the REX Adapter Installation 3-2 Locate the REX Adapter Installation Files 3-2 Basic Procedure for Installation 3-3 Install Cloud Portal with the Microsoft SQL Server Database Server 3-3 Create the RequestCenter and Datamart Databases 3-3 Enable Snapshots 3-5 Run the Cisco Service Portal Installer 3-7 Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 3-15 Back Up Cloud Portal and TEO Databases 3-16 Apply the Cloud Portal Installer Hotfix 3-18 Upgrade the REX Adapter 3-18 Run the Cisco Service Portal Installer in Upgrade Mode 3-19 Verify the REX Adapter Installation 3-24 Apply the Cloud Portal Hotfix 3-25 Deploy Service Catalog Packages 3-25 Copy Service Catalog Files to Cloud Portal Server 3-25 Import and Deploy the Service Catalogs 3-26 Deploy Portal Packages 3-29 Copy StarterEditionPortlets_9.3.1.zip and Extract Files 3-29 Configure Cloud Portal Stylesheets 3-30 Import and Deploy Portal Pages 3-33 Set Permissions for Portal Pages and Portlets 3-34 Set Permissions for the Cisco IAC Starter Edition Administration Portal Pages 3-34 Set Permissions for the My Workspace Portal Pages 3-36 Set Permissions for the System Portal Page 3-36 Set Permissions for the Portlets 3-37 Configure Cloud Provider Technical Administrator Organization 3-38 Add Starter Edition Roles to the Cisco Intelligent Automation For Cloud Roles Group 3-38 Modify the Default Email Notification Templates 3-41 Configure Agent Properties 3-44 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide ii OL-26427-01
  • 5. Contents Set Username and Password for REX Set REX Agent Properties 3-44 Start “REX Set REX Agent Properties” and “REX Set REX HTTP Properties” Agents 3-45 Set REX Agent Configuration 3-45 Set HTTP Agent Configuration 3-48 Start All Other Agents 3-50CHAPTER 4 Setting Up Directory Integration 4-1 Create User Groups for the Cloud Portal Roles 4-2 Configure Datasource Information 4-2 Configure and Test Mappings 4-4 Configure Events 4-6CHAPTER 5 Setting Up Cisco Cloud Portal 5-1 Apply the Hotfix 5-2 Enable Web Services 5-2 Create a Local User for the REX Adapter 5-3 Create a Local User for nsAPI 5-5 Create a Dropbox for Data Synchronization 5-6CHAPTER 6 Deploying Catalogs, Portals, and Agents 6-1 Deploy Starter Edition Service Catalogs 6-2 Copy Service Catalog Files to Cloud Portal Server 6-2 Import and Deploy Service Catalogs 6-3 Import and Deploy Portal Packages 6-6 Copy StarterEditionPortlets_9.3.1.zip and Extract Files 6-6 Configure Cloud Portal Stylesheets 6-7 Import and Deploy Portal Pages 6-10 Modify Maximum Numbers for Tabs, Portals, and Portlets 6-11 Modify Column Settings for the Site Homepage 6-13 Add Portal Access to My Workspace 6-14 Set Permissions for Portal Pages and Portlets 6-16 Cisco IAC Starter Edition Administration Portal Pages 6-16 My Workspace Portal Pages 6-18 System Portal Page 6-18 Portlets 6-19 Configure Agent Properties 6-20 Set Up REX User Account 6-21 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 iii
  • 6. Contents Set Username and Password for REX Set REX Agent Properties 6-23 Start “REX Set REX Agent Properties” and “REX Set HTTP Agent Properties” Agents 6-24 Set REX Agent Configuration 6-24 Set HTTP Agent Configuration 6-27 Start All Other Agents 6-28CHAPTER 7 Running the Starter Edition Quick Setup Wizard 7-1 Overview 7-2 Prerequisites 7-2 Open the Quick Setup Wizard 7-3 Step 1: Agent Properties Configuration 7-3 Set Up Account for Both REX and nsAPI Users 7-4 Set username and password for REX Set REX Agent Properties 7-8 Start REX Set REX Agent Properties and REX Set HTTP Agent Properties 7-8 Set REX Agent Configuration 7-9 Set HTTP Agent Configuration 7-12 Start All Other Agents 7-13 Step 2: Create Cloud Administration 7-14 Create the Cloud Administration Home Organization 7-14 Add Cloud Administrators 7-15 Step 3: Connect Cloud Infrastructure 7-17 Connect VMware vCenter Server 7-18 Connect Cisco UCS Manager 7-19 Connect Cisco Server Provisioner 7-20 Obtain the Authorization APID 7-21 Step 4: Set Provisioning Settings 7-22 Step 5: Register Blades and Templates 7-25 Register a Cisco UCS Blade 7-26 Register a Service Profile Template 7-27 Register an Operating System Template 7-29 Register a VM Template 7-30 Step 6: Add Networks 7-32 Add a Community Network 7-32 Add an Infrastructure Network 7-34 Step 7: Set Up Shared Zone 7-35CHAPTER 8 Setting Up the Cloud Administration 8-1 Add Starter Edition Roles to the Cisco Intelligent Automation for Cloud Roles Group 8-2 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide iv OL-26427-01
  • 7. Contents Assign Additional Permissions for the Cloud Administrator Role 8-4 Read/Write Permissions for Organization Unit, Person, and Queue 8-4 Read/Write Permissions for Role 8-5 Service Queue Management Permissions 8-6 Assign Email Addresses for Queue Notifications 8-6 Modify the Default Email Notification Templates 8-8 Create the Cloud Provider Technical Administrator Home Organization 8-10 Enable Directory Integration (Optional) 8-11 Add Cloud Provider Technical Administrators 8-12 Add Cloud Administrators Through a Directory Service 8-12 Manually Add Cloud Administrators (Without Directory Service) 8-13 Create a New User to Add a Cloud Administrator 8-13 Add the nsAPI User as a Cloud Administrator 8-15 Add REX Adapter User as a Cloud Administrator 8-16CHAPTER 9 Setting Up the Cloud Infrastructure 9-1 Connect the Cloud Platform Elements 9-2 Define the VMware vCenter Server Platform Element 9-2 Define the Cisco UCS Manager Platform Element 9-3 Define the Cisco Server Provisioner Platform Element 9-4 Obtain the Authorization APID 9-5 Set Provisioning Settings 9-7 Add Required Networks 9-9 Infrastructure Network 9-9 Community Network 9-12 Set Up the Shared Server Zone 9-14 Register One or More VM Templates 9-17 Register One or More Cisco UCS Blades 9-19 Register One or More Cisco UCS Service Profile Templates 9-21CHAPTER 10 Post-Configuration Options 10-1 Register Additional Templates 10-2 Register an Operating System Template 10-2 Register Additional VM Templates 10-3 Register Additional Service Profile Templates 10-3 Register Additional Blades and Manage Blade Pools 10-3 Register Additional Cisco UCS Blades 10-4 Manage Blade Pools 10-4 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 v
  • 8. Contents Modify Standards for Service Options 10-6 View Standards Settings 10-6 Add, Modify, or Delete a Lease Term Standard 10-7 Add a New Lease Term Standard 10-8 Modify a Lease Term Standard 10-10 Delete a Lease Term Standard 10-11 Add, Modify, or Delete an Operating System Standard 10-12 Add an Operating System Standard 10-12 Modify an Operating System Standard 10-13 Delete an Operating System Standard 10-13 Add, Modify, or Delete a Server Size Standard 10-14 Add a Server Size Standard 10-14 Modify a Server Size Standard 10-15 Delete a Server Size Standard 10-15 Add Additional Networks 10-16 Add a User Network 10-16 Add a Management Network 10-18 Remove Reserved Portlet Buttons from the My Workspace Toolbar 10-20CHAPTER 11 Setting Up an Organization and Adding Users 11-1 Create an Organization 11-2 Create a New User to Add as an Organization Technical Administrator 11-5 Assign Additional Permissions for the Organization Technical Administrator Role 11-7 Read/Write Permission for Role 11-7 Read/Write Permission for Person 11-8 Add a Server Owner 11-9APPENDIX A Solution Prerequisites Checklists A-1 Minimum Hardware Requirements for Platform Elements A-2 Minimum Software Requirements A-3 Default Ports and Protocols A-4 Limitations and Scalability A-5 Starter Edition Software Installation Requirements A-5 Network Requirements A-6 Storage Management Requirements A-6 Cisco UCS Manager and Bare Metal Operating System Provisioning Requirements A-7 VMware Software Requirements A-8 Directory and Mail Server Requirements A-8 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide vi OL-26427-01
  • 9. Contents Organizations and Users Preparation A-8APPENDIX B Solution Deployment Checklists B-1 Required Configuration Checklists B-2 Starter Edition Prerequisites Checklist B-2 Tidal Enterprise Orchestrator Setup Checklist B-3 Directory Integration Setup (Optional) Checklist B-3 Cloud Portal Setup Checklist B-4 Service Catalog Deployment Checklist B-4 Portal and Portlet Deployment Checklist B-4 Permissions Settings for Portal and Portlets Checklist B-5 Agent Configuration Checklist B-6 Cloud Administration Setup Checklist B-6 Email Notification Template Modification Checklist B-7 Cloud Infrastructure Setup Checklist B-8 Organizations and Users Setup Checklist B-8 Starter Edition Installation Checklist (Optional) B-9 Starter Edition 3.0.1 Upgrade Checklist (Optional) B-9APPENDIX C Solution Deployment Worksheets C-1 Hardware Specifications C-2 Software Specifications C-3 Database Connection Settings C-4 TEO Web Service Target Settings C-5 Directory Integration Settings (Optional) C-6 Datasource Settings C-6 Mappings Settings C-7 Events Settings C-7 Agent Properties Settings C-7 REX Set REX Agent Configuration Settings C-7 REX Agent Configuration Settings C-8 Set HTTP Properties Configuration Settings C-8 Email Addresses for Queue Notifications C-9 Cloud Administrator and Organization Settings C-9 Cloud Platform Connection Settings C-10 VMware vCenter Server Connection Settings C-10 Cisco UCS Manager Connection Settings C-10 Cisco Server Provisioner Connection Settings C-11 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 vii
  • 10. Contents Provisioning Settings C-11 Network Settings C-12 Infrastructure Network Settings C-12 Community Network Settings C-13 User Network Settings (Optional) C-13 Management Network Settings (Optional) C-14 Shared Server Zone Settings C-14 VM Template Settings C-15 Cisco UCS Service Profile Template Settings C-16 Cisco UCS Blade Settings C-17 Operating System Template Settings (Optional) C-18 Standards Settings (Optional) C-19 Lease Term Standards C-19 Operating Systems Standards C-20 Server Size Standards C-20APPENDIX D Constructing Paths Using Cisco UCS Manager and VMware vSphere D-1 Cisco UCS Paths D-2 VMware vCenter Paths D-4INDEX Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide viii OL-26427-01
  • 11. Preface The Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide provides instructions for installing and configuring Starter Edition. It includes information about preparing your environment with the prerequisite application servers and software, installing the Starter Edition content, configuring Cisco Cloud Portal and setting up your cloud environment.Organization This guide includes the following sections: Chapter 1 Solution Prerequisites Provides information about preparing your environment with the prerequisite servers and software prior to installing Starter Edition. Note You must review this chapter in its entirety before installing Starter Edition to ensure that all requirements are fulfilled. Use the checklists in Appendix A, “Solution Prerequisites Checklists,” to ensure that your environment meets all requirements. Chapter 2 Configuring Tidal Enterprise Guides you through the necessary tasks to import Orchestrator Automation Packs into Tidal Enterprise Orchestrator and set extended target properties for Linux (if applicable). Chapter 3 Installing or Upgrading Provides instructions for installing Cisco Cloud Portal and Cisco Cloud Portal the required REX adapter. Note Follow the steps in this chapter only if: • Cisco Cloud Portal is not already installed in your environment; or • Cloud Portal is installed without the REX adapter. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 ix
  • 12. Preface Chapter 4 Setting Up Directory Provides instructions for integrating your directory service Integration into Starter Edition. Note Refer this chapter only if you are using a directory service to import user and organization information. Chapter 5 Setting Up Cisco Cloud Guides you through the necessary tasks to prepare Cisco Portal Cloud Portal for configuration, including applying hotfixes and creating initial administrator user accounts. Chapter 6 Deploying Catalogs, Portals, Provides steps for deploying service catalogs, importing and Agents and configuring portal pages, and configuring agents in Cloud Portal. Chapter 7 Running the Starter Edition Guides you through setting up and configuring vital Quick Setup Wizard components of Cisco Intelligent Automation for Cloud Starter Edition. It saves you time by providing access to the various forms and services from one location Chapter 8 Setting Up the Cloud Provides steps for establishing the Cloud Provider Administration Technical Administrator home organization and adding Cloud Administrators. Chapter 9 Setting Up the Cloud Provides steps for setting up platform elements for Infrastructure VMware vCenter Server, Cisco UCS Manager, and Cisco Server Provisioning; adding networks; and setting up a shared server zone. Chapter 10 Post-Configuration Options Provides steps for optional tasks, such as adding addition templates and networks, registering Cisco UCS blades, and modifying standards. Chapter 11 Setting Up an Organization Guides you through creating an organization, assigning an and Adding Users Organization Technical Administrator, assigning permissions, and adding Server Owners. Appendix A Solution Prerequisites Provides a means for ensuring that your environment Checklists meets all of the requirements for setting up and using Starter Edition. Appendix B Solution Deployment Guides you through each step in the configuration process. Checklists The checklists include each set of instructions in this guide, in sequence, that you check off as you move along. It is strongly recommended that you utilize the checklists. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guidex OL-26427-01
  • 13. Preface Appendix C Solution Deployment Provides logs for the settings you specify as you configure Worksheets Starter Edition. It is strongly recommended that you fill out the worksheets completely and save them for Cisco Services or other administrators to reference in the event that problems arise. Appendix D Constructing Paths Using Provides instructions on how to identify the paths to Cisco UCS Manager and VMware vCenter and UCS Manager resources that you VMware vSphere must enter when performing certain tasks. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 xi
  • 14. PrefaceConventions This guide uses the following conventions: Convention Indication bold font Commands and keywords and user-entered text appear in bold font. italic font Document titles, new or emphasized terms, and arguments for which you supply values are in italic font. [ ] Elements in square brackets are optional. {x | y | z } Required alternative keywords are grouped in braces and separated by vertical bars. [x|y|z] Optional alternative keywords are grouped in brackets and separated by vertical bars. string A nonquoted set of characters. Do not use quotation marks around the string or the string will include the quotation marks. courier font Terminal sessions and information the system displays appear in courier font. < > Nonprinting characters such as passwords are in angle brackets. [ ] Default responses to system prompts are in square brackets. !, # An exclamation point (!) or a pound sign (#) at the beginning of a line of code indicates a comment line. Note Means reader take note. Tip Means the following information will help you solve a problem. Caution Means reader be careful. In this situation, you might perform an action that could result in equipment damage or loss of data. Timesaver Means the described action saves time. You can save time by performing the action described in the paragraph. Warning Means reader be warned. In this situation, you might perform an action that could result in bodily injury. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide xii OL-26427-01
  • 15. PrefaceProduct DocumentationDocumentation Formats Documentation is provided in the following electronic formats: • Adobe® Acrobat® PDF files • Online help You must have Adobe® Reader® installed to read the PDF files. Adobe Reader installation programs for common operating systems are available for free download from the Adobe Web site at www.adobe.com.Guides and Release Notes You can download the following documentation for Cisco Intelligent Automation for Cloud Starter Edition from cisco.com: • Cisco Intelligent Automation for Cloud 3.0.1 Release Notes • Cisco Intelligent Automation for Cloud 3.0.1 User GuideOnline Help Online help is available for Tidal Enterprise Orchestrator and Cisco Cloud Portal. For Tidal Enterprise Orchestrator, you can access online help using the following methods: • Click the Help button on any dialog in the application to open the help topic in a pane to the right of the dialog. • In the Tidal Enterprise Orchestrator console: – Click the Help Pane tool on the toolbar to open the help topic in a pane to the right of the console results pane. – Click Help on the menu bar. For Cisco Cloud Portal, access online help by clicking the question mark icon in the upper right corner of the window.Product Naming Conventions The following product naming conventions are used throughout this document and in the Starter Edition user interface: • Tidal Enterprise Orchestrator and TEO are synonymous with Cisco Process Orchestrator • Cisco Service Portal is synonymous with Cisco Cloud PortalOther Naming Conventions “Cloud Administrator” and “Administrator” are synonymous with “Cloud Provider Technical Administrator” Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 xiii
  • 16. PrefaceObtaining Documentation and Submitting a Service Request For information on obtaining documentation, submitting a service request, and gathering additional information, see the monthly What’s New in Cisco Product Documentation, which also lists all new and revised Cisco technical documentation, at: http://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.html Subscribe to the What’s New in Cisco Product Documentation as a RSS feed and set content to be delivered directly to your desktop using a reader application. The RSS feeds are a free service and Cisco currently supports RSS Version 2.0. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide xiv OL-26427-01
  • 17. CH A P T E R 1 Solution Prerequisites Note Before you begin configuring and deploying Starter Edition, you MUST review this entire chapter to ensure that your datacenter infrastructure is properly configured. If any of the requirements presented in this chapter are not met, deployment may fail. This chapter provides information on required datacenter infrastructure configuration, and operating system and application server software required for installing and deploying Cisco Intelligent Automation for Cloud Starter Edition. It includes the following sections: • Minimum System Requirements • Default Ports and Protocols • Limitations and Scalability • Customer Environment Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 1-1
  • 18. Chapter 1 Solution Prerequisites Minimum System RequirementsMinimum System Requirements Before installing Starter Edition, it is recommended that you verify that your datacenter infrastructure meets the minimum hardware and software requirements. The requirements in this section provide the minimum prerequisites necessary to install and deploy Starter Edition.Minimum Hardware Requirements for Platform Elements The minimum hardware or virtual machine resource requirements for each platform element listed in Table 1-1 must be met to successfully install Starter Edition. Note This hardware must be installed and configured according to the product documentation prior to installing and deploying Starter Edition.Table 1-1 Minimum Hardware Requirements for Platform ElementsPlatform Element Component Client Server 1TEO Server CPU 2.8 GHz or higher core (Dual core 64-bit 2.8 GHz or higher core (Quad core systems systems recommended) recommended) Memory 2 GB minimum (4 GB or higher 2 GB minimum (8 GB or higher recommended) recommended) 8 GB of RAM (if Microsoft SQL Server is installed on same machine as TEO) It is recommended that the database reside on a separate server. Disk Space 1 GB dedicated to TEO (2 GB or 1 GB of available hard disk space dedicated to higher recommended)2 TEO (2 GB or higher recommended)2Cloud Portal CPU — Intel Core 2 Dual processor or equivalent Memory — 4 GB RAM Disk Space — 40 GB free hard disk spaceCloud Portal CPU — Intel Core 2 Dual processor or equivalentDatabase Memory — 4 GB RAM Disk Space — 50 GB free hard disk space3Cisco Server CPU — EM64T, Intel 64, or AMD64Provisioner Memory — 512 MB Disk Space — 40 GB41. For complete installation prerequisites, see the Cisco TEO Installation and Administration Guide.2. For disk space sizing formula, see the Cisco TEO 2.3 Installation and Administration Guide.3. Disk space requirement is dependent on the projected size of your Service Portal databases over time, to account for the growth in user data, service definitional data, transactional data, and reporting data.4. For additional information on scoping disk space, see the Cisco Server Provisioner documentation. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 1-2 OL-26427-01
  • 19. Chapter 1 Solution Prerequisites Minimum System RequirementsMinimum Software Requirements The minimum system requirements listed in Table 1-2 must be met to successfully install Starter Edition software.Table 1-2 Minimum Software RequirementsComponent Server Supported VersionsApplication Server Operating TEO Microsoft Windows Server 2008 (64-bit)System Cloud Portal Microsoft Windows Server 2008 R2 (64-bit) with SP1 Red Hat Enterprise Linux 5.6 (32-bit or 64-bit) Cisco Server Red Hat or CentOS 5.6 (64-bit) ProvisionerApplication Server Framework TEO .NET Framework 4.0 Cloud Portal JBoss® 4.2.3 (Sun JDK 6 Update 23)Application Software TEO VMware vSphere PowerCLI v4.1 or later Cloud Portal v3.0.1 with REX adapter Note If you have Cloud Portal v3.0 installed in your environment, you must upgrade to the latest version, v3.0.1. For instructions on upgrading, see VMware vCenter Paths, page D-4in Appendix D, “Constructing Paths Using Cisco UCS Manager and VMware vSphere.”LDAP Server TEO Microsoft Active Directory 2003 or 2008Note LDAP Server requirements Cloud Portal Microsoft Active Directory 2008 only apply if you are using a IBM Tivoli™ Directory Server 6.0 FP6 directory service to import user and organization Sun Java™ System Directory Server 5.2 P6 information. Note For Cloud Portal, you must create the four user groups in the directory: Cloud Provider Technical Administrator, Organization Technical Administrator, Virtual Server Owner, and Virtual and Physical Server Owner. These user groups will serve as containers for identifying user role assignments. The user groups must be named according to the role name in Cloud Portal. Consult the documentation that came with your directory software for instructions on setting up user groups.Web Server TEO Microsoft Internet Information Services (IIS) 6.0 Microsoft Internet Information Services (IIS) 7.0 with 6.0 compatibility Cloud Portal Microsoft Internet Information Services (IIS) 7.5Database TEO Microsoft SQL Server 2008 R2 Oracle® Database Enterprise Edition 11g R2 Cloud Portal Microsoft SQL Server 2008 R2 Oracle Database Enterprise Edition 11g R2 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 1-3
  • 20. Chapter 1 Solution Prerequisites Default Ports and ProtocolsTable 1-2 Minimum Software RequirementsComponent Server Supported VersionsWeb Browser TEO Microsoft Internet Explorer 6 or higher Mozilla Firefox 3.5x or 3.6x Cloud Portal Microsoft Internet Explorer 7 or 8 Mozilla Firefox 3.6x 1 2Virtualization Hypervisor VMware ESXi 4.1 Ux, 5.0 Hypervisor VMware vCenter/vSphere 4.1 Ux, 5.0 ManagerPhysical Server Cisco UCS 1.4 and 2.0Provisioning Manager Blade Model B200, B230, B250, B4401. For Starter Edition, vCenter object names cannot contain slashes. For more information, please see the Caution in VMware Software Preparation, page 1-9.2. For specific ESXi/vCenter compatibility, refer to interoperability guidelines on VMware.com.Default Ports and Protocols This section provides the default ports used by Intelligent Automation for Cloud Starter Edition. Note Ensure that the network ports are open in any firewalls that protect the servers where the software platforms are installed. Table 1-3 Requirements—Starter Edition Ports and Protocols Default Application Port Protocol Description Cloud Portal 8088 TCP Client web browser connections to the Cloud Portal RequestCenter 8089 TCP TEO communications to the Cloud Portal inbound web service TEO 2081 TCP User Web browser connections to the TEO web console 61525 TCP TEO Console access to the TEO Server 61526 TCP Web Service (API) communication using HTTPS protocol from the Cloud Portal to the TEO web service. 61527 TCP Web Service (API) communication using HTTP protocol from the Cloud Portal to the TEO web service. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 1-4 OL-26427-01
  • 21. Chapter 1 Solution Prerequisites Limitations and Scalability Table 1-3 Requirements—Starter Edition Ports and Protocols (Continued) Default Application Port Protocol Description Cisco Server 80 TCP HTTP web service communication between TEO and Provisioner1 Cisco Server Provisioner 21 TCP FTP protocol used for Cisco Server Provisioner client provisioning 67 UDP BOOTP protocol used for Cisco Server Provisioner client provisioning. 111 UDP TFTP protocol used for Cisco Server Provisioner client provisioning 139 TCP/UDP NetBios protocol used for Cisco Server Provisioner client provisioning 445 TCP/UDP SMB protocol used for Cisco Server Provisioner client provisioning 4011 TCP BINL protocol used for Cisco Server Provisioner client provisioning 1. See the LinMin Bare Metal Provisioning 6.2 User’s Guide for additional information.Limitations and Scalability Starter Edition enforces the limitations for performance and scalability as listed in Table 1-4. Table 1-4 Requirements—Starter Edition Limitations and Scalability Entity Limitations Cisco UCS Manager 1 instance; 1 point of delivery with up to 160 blades per host TEO server 1 server Cisco Server Provisioner server 1 (no hierarchy) Registered users Up to 1,000; up to 200 concurrent users Service items (concurrent) Up to 10,000 VMware vCenter 1 instance Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 1-5
  • 22. Chapter 1 Solution Prerequisites Customer EnvironmentCustomer Environment To ensure a successful installation of Starter Edition, customers should perform the tasks in the following sections to prepare their environment prior to installing Starter Edition. • Starter Edition Software Installation Preparation, page 1-6 • Networks, page 1-7 • Storage Management Preparation, page 1-7 • Cisco UCS and Bare Metal Operating System Provisioning Preparation, page 1-8 • VMware Software Preparation, page 1-9 • Directory and Mail Server Preparation, page 1-10 • Organizations and Users Preparation, page 1-10Starter Edition Software Installation Preparation Prepare your environment by installing prerequisite software. • Prepare application servers by installing the operating system (including software prerequisites such as .NET framework, Java, JBoss) on the following solution components: – TEO – Cloud Portal – Cisco Server Provisioner • Install database management servers that are available to following solution components: – TEO – Cloud Portal • Install each of the following: – TEO on a targeted application server—see the Tidal Enterprise Orchestrator Installation and Administration Guide – Cloud Portal on a targeted application server—see the Service Portal System Administrator Guide – Cisco Server Provisioner on a targeted application server—see the Cisco Server Provisioner User’s Guide Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 1-6 OL-26427-01
  • 23. Chapter 1 Solution Prerequisites Customer EnvironmentNetworks Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Prepare your networks to include the following requirements: • A VLAN for Cisco Server Provisioner to use as its private PXE VLAN. These networks are required for the shared server zone and should be set up in UCS Manager and in vCenter. For more information, see the Cisco Server Provisioner User’s Guide. • A VLAN for use as an infrastructure network. Infrastructure networks represent the management network the host will use to communicate with your vCenter Platform Element. • At least one VLAN to use as a destination network for provisioning servers. You can define a destination network as a community, user, or management network when you create the network in Cloud Portal. You must define at least one community network. Community networks can be used by anyone. User networks can be assigned to specific owners. A management network within the cloud system may be used to manage cloud servers, for example, for remote access and monitoring.Storage Management Preparation Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Prepare your storage management system using the following checklist and information: • Install and configure SAN storage or iSCSI storage required for DRS clusters. For iSCSI or NFS storage solutions, VMware 4.1 and higher supports DHCP. It is important that any of these solutions use DHCP, otherwise static IP information, wherever it is applicable, will have to be configured manually after the automated process is complete. • Create the storage volumes that will be used for the datastore clusters. • Configure LUN access in your storage management system and assign WWN pools (see Cisco UCS Manager Pools, page 1-8) vCenter datastores map to or reference specific LUNs. These mappings will replicate to a new host if the host blade has been given the same LUN access as all the other hosts in the cluster. This is accomplished through WWN pools. LUN configuration can be assigned to any WWN that is within a specific range. For a new host to be assigned WWNs that are within that range, ensure that it is coming from the pre-defined pool. Whenever a service profile is created from a service profile template for a blade, specify that the template generate WWN assignments from a specific pre-defined pool in Cisco UCS Manager. Datastore access should be automatically be in sync with all the other hosts in that cluster when the service profile template is used to provision the blade. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 1-7
  • 24. Chapter 1 Solution Prerequisites Customer EnvironmentCisco UCS and Bare Metal Operating System Provisioning Preparation Prepare your Cisco UCS environment according to requirements for the following: • Cisco UCS Manager • Cisco UCS Manager Pools • Cisco UCS Manager Service Profile Templates and PoliciesCisco UCS Manager Cisco UCS Manager must be installed and configured before installing Starter Edition. Note See the Cisco UCS Manager Documentation on Cisco.com for instructions on installing and configuring the application.Cisco UCS Manager Pools Cisco UCS Manager utilizes different types of pools to control assignment of unique identifiers (such as UUIDs, MACs and WWNs) to blade servers. These pools must be created and assigned to Service Profiles. You must create the following pools: • UUID Suffix Pool—Used to uniquely identifies each blade server. • MAC Address Pool—Used to assign a unique MAC address to each vNIC assigned to a blade. • WWNN (World Wide Node Name) Pool—Assigned to a node in a Fibre Channel fabric, and used to assign unique WWNNs to each blade in a range that will allow appropriate LUN access • WWPN (World Wide Port Names) Pool—Assigned to specific ports in a Fibre Channel fabric, and used to assign unique WWPNs to each blade in a range that will allow appropriate LUN access Note See the Cisco UCS Manager Documentation for instructions on creating the pools. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 1-8 OL-26427-01
  • 25. Chapter 1 Solution Prerequisites Customer EnvironmentCisco UCS Manager Service Profile Templates and Policies Cisco UCS service profile templates are used for duplicating or deploying multiple UCS service profiles with the same configuration. By associating pools with a template, you ensure that a WWN or MAC Address, for example, will always be within a pre-specified range. Cisco recommends that a separate service profile template be created for each vCenter cluster. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Note When you register a service profile template through the portal page, you will be prompted to associate it with a vCenter cluster if you have selected it to be a Hypervisor template. The templates must meet the following requirements: • At least one hypervisor service profile template for each vCenter cluster with the same quantity and configuration of vNICs as on other hosts in the same cluster. The native VLAN for the first vNIC should be set to the Management VLAN for that vCenter • At least one service profile template for physical server provisioning • A local boot policy assigned to the physical server service profile template which is set to that will boot to local disk • A boot policy named "PXEBoot" which is configured to boot from the network. Note This name is mandatory. • Provisioning templates are prepared according to Cisco Server Provisioner product documentation. (See the [link Cisco Server Provisioner Users Guide].) • UCS blades for provisioning VMware ESXi hypervisor hosts have at least one local drive.VMware Software Preparation Caution For Starter Edition, vCenter object names cannot contain forward slashes. Starter Edition uses forward slashes as delimiters in object paths and parses vCenter paths by display name. Forward slashes in vCenter object names break the parsing process. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. In Starter Edition, commissioning a new ESXi host is performed when moving a blade in the Maintenance pool to the Virtual pool. The orchestration process involves provisioning (installing) ESXi on to a blade, adding it to the vSphere infrastructure, copying the configuration from one of the existing hosts in a cluster and applying it to the new host using VMware host profiles and exiting Host Maintenance mode. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 1-9
  • 26. Chapter 1 Solution Prerequisites Customer Environment Supported installation media for ESXi Provisioning of the ESXi Hypervisor OS always uses the first local drive installed in the blade. For Starter Edition, only local installs of the ESXi Hypervisor OS are supported. Supported VMware Versions The following VMware software should be installed: • vSphere Powershell CLI 4.x or later should be installed on the Cisco TEO server to support the activities for adding a new ESXi host to a cluster. Prepare your VMware environment for virtual provisioning using the following checklist: • Install and configure VMware vCenter: – Apply enterprise licensing and enable VMware vSphere Distributed Resource Scheduler (DRS). – Determine and create the datacenter, clusters, hosts, datastores, networks, and resource pools to which all commissioned hosts and VMs will be deployed. • Define at least one VM template with VMware tools. Note Provisioned hosts will have evaluation licensing only. You will need to add licensing manually in the vSphere Client. Note See the ESX and vCenter Server Installation Guide for information about installing and configuring your VMware environment.Directory and Mail Server Preparation To prepare your directory and email environment, ensure that the following conditions are met: • LDAP server installed and configured, and Microsoft Active Directory deployed • SMTP server installed and configured with an account to send and receive emailsOrganizations and Users Preparation Prepare a list of organizations, organization users, and organization administrators to configure in Cloud Portal. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 1-10 OL-26427-01
  • 27. CH A P T E R 2 Configuring Tidal Enterprise Orchestrator Note Before you can configure and deploy Starter Edition, you MUST review Chapter 1, “Solution Prerequisites.” to ensure that your datacenter infrastructure is properly configured and that all of the prerequisite installations of Tidal Enterprise Orchestrator, such as vSphere drop-down list Powershell CLI, are in place. If any of the requirements presented in this chapter are not met, deployment may fail. This chapter guides you through setting up Tidal Enterprise Orchestrator. It includes the following steps: • Import the Automation Packs in Tidal Enterprise Orchestrator • Manually Set Extended Target Properties for Linux • Refresh Tidal Enterprise Orchestrator Server Web Service Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 2-1
  • 28. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise OrchestratorImport the Automation Packs in Tidal Enterprise Orchestrator The automation packs are containers of automation and portal content. The first step in configuring Cisco Intelligent Automation for Cloud Starter Edition is to import the following four automation packs that contain the Starter Edition content into Tidal Enterprise Orchestrator. • Core automation pack—Core content and is a prerequisite for all other automation packs. • Common Activities automation pack—Common activities that are used by other automation packs. • Intelligent Automation for Cloud Compute—Content shared across all cloud automation packs. • Intelligent Automation for Cloud Starter—Starter Edition content. Note It is recommended that you review the system requirements for Tidal Enterprise Orchestrator as defined in the Tidal Enterprise Orchestrator Installation and Administration Guide. Use the Automation Pack Import Wizard to import the automation packs. The wizard automatically launches after the Tidal Enterprise Orchestrator installation is complete and the automation pack initialization is completed. The wizard does not fully launch until after the automation server has started. Use the following steps to import Tidal Automation Packs immediately after the complete product installation. Step 1 After installing Tidal Enterprise Orchestrator, ensure that the Launch automation pack import wizard now check box is checked before closing the Setup wizard. The Select Automation Packs dialog box displays the available automation packs. Step 2 Check the following check boxes, and then click OK to launch the Automation Pack Import Wizard: • Core (Checked by default) • Common Activities (Dependency) • Intelligent Automation for Cloud Compute (Dependency) • Intelligent Automation for Cloud Starter Step 3 Proceed to the next section, Core Automation Pack. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 2-2 OL-26427-01
  • 29. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise OrchestratorCore Automation Pack The Core automation pack is the first to import. After you have completed the steps in this section, the wizard will guide you through importing each of the other automation packs. Step 1 On the Welcome to the Automation Pack Import Wizard panel, review the information, and then click Next. Figure 2-1 Welcome to the Automation Pack Import Wizard Panel Step 2 On the General Information panel, review the display-only information about the automation pack, and then click Next to continue. Figure 2-2 General Information—Core Automation Pack Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 2-3
  • 30. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 3 On the Email Configuration panel, provide the default SMTP server and sender’s email address to be used for email activities. Field Description Default SMTP server Enter the name of the SMTP server that is used as the default server for sending email messages. Default SMTP port Enter the port number for the SMTP server. This field is automatically populated with port number 25. Default sender Enter the email address of the sender that is designated as the default sender for email activities. Figure 2-3 Email Configuration—Core Automation Pack Note You can manually change the settings on this panel when configuring a specific email activity that requires a different SMTP server or sender email address. Step 4 Click Next to continue. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-4 OL-26427-01
  • 31. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Figure 2-4 Automation Summary Configuration—Core Automation Pack The Automation Summary Configuration panel indicates where the automation summary reports that are generated by activities are to be saved and how long the reports are to be retained. The specified file paths will be used to access and view the automation summary reports. Note You can access the automation summary from Cloud Portal by mapping the automation summary path to an IIS virtual directory. To enable this option, see Step 5. Step 5 On the Automation Summary Configuration panel, specify the following information: Field Description Automation Summary Accept the default directory, or enter a different file path for the Directory automation summary directory. You can also click Browse to navigate to the file path for the automation summary. Map the automation Click Use IIS Virtual Directory to map the automation summary to summary path using indicate the file path on an IIS Virtual Directory. In the Virtual directory path field, enter the share folder that corresponds to a virtual directory in IIS. Use the following convention: http://host:(port)/sharefolder. If necessary, create your web sites and Virtual Directory in IIS Manager for the share folder. You can use the default settings or change them. Delete automation Check this check box, and then enter the number of days that the summary reports older than automation summary files should be retained. Automation summary files that are older than the specified number of days will be deleted. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 2-5
  • 32. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 6 Click Next to continue. Figure 2-5 Default Windows Credentials—Core Automation Pack Step 7 On the Default Windows Credentials panel, specify the default credentials for the Windows automation server target. Field Description Domain Enter the name of the domain of the user account that is used to connect to the Windows server. User name Enter the username for the user account associated with the server. Password Enter the password assigned to the user account. Step 8 Click Next to continue. Figure 2-6 Data Extraction—Core Automation Pack Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-6 OL-26427-01
  • 33. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 9 Verify the default location for where the data files should be extracted or click the Browse tool to specify a different location. Step 10 Click Next. Figure 2-7 Review Prerequisites Panel Step 11 Click Next. The Review Prerequisites panel displays the prerequisites for the automation pack being imported. The green check mark indicates that the prerequisite was found on the computer. A red X indicates that the prerequisite was not found on the computer. When this occurs, the import process is stopped and cannot continue until all prerequisites have been met. If all prerequisites are passed, the wizard automatically continues to the General Information panel for the next automation pack to be imported. Step 12 Proceed to the next section, Common Activities Automation Pack. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 2-7
  • 34. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise OrchestratorCommon Activities Automation Pack The Intelligent Automation for Cloud automation packs have a dependency on the Common Activities automation pack. Therefore, the wizard will guide you through importing this automation pack next. Step 1 On the General Information panel, review the information about the automation pack. Figure 2-8 General Information—Common Activities Automation Pack Step 2 Click Next to continue. Figure 2-9 Review Prerequisites—Common Activities Automation Pack The Review Prerequisites panel displays the prerequisites for the automation pack being imported. The green check mark indicates that the prerequisite was found on the computer. A red X indicates that the prerequisite was not found on the computer. When this occurs, the import process is stopped and cannot continue until all prerequisites have been met. Proceed to Intelligent Automation for Compute Automation Pack, page 2-9. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 2-8 OL-26427-01
  • 35. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise OrchestratorIntelligent Automation for Compute Automation Pack The Intelligent Automation for Cloud Starter automation pack has a dependency on the Intelligent Automation for Compute automation pack. Step 1 On the General Information panel, review the information about the automation pack. Figure 2-10 General Information—Intelligent Automation for Compute Automation Pack Step 2 Click Next to continue. Figure 2-11 Default Incidents Assignee Setup—Intelligent Automation for Compute Automation Pack Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 2-9
  • 36. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 3 On the Default Incidents Assignee Setup panel, click the Browse tool to specify the default user to assign cloud-related incidents. Figure 2-12 Select User or Group Step 4 On the Select User or Group dialog box, click Location and choose the location from which the user will be selected. Step 5 In the text box, enter the user name and click Check Names. If the name is found, the box will be populated with the appropriate email address. Step 6 Click OK to close the Select User or Group dialog box. Step 7 On the Default Incidents Assignee Setup panel, click Next to continue Figure 2-13 Tidal Enterprise Orchestrator Web Service—Intelligent Automation for Compute Automation Pack Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-10 OL-26427-01
  • 37. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 8 On the Tidal Enterprise Orchestrator Web Service panel, specify the following settings: Field Description Web Service Settings Check the Enable non-secure Web Service (HTTP) check box. This setting unencrypts the HTTP endpoints. HTTP Port Enter or verify the port for the Tidal Enterprise Orchestrator web target. HTTPS or HTTP authentication Choose the appropriate authentication for the web service: mechanism • Basic—Standard method for providing a user name and password to the authentication mechanism • Digest—Requires parties that seek to authenticate to provide their knowledge of secret keys. • NTLM—Default. Authentication protocol used on networks that include systems running the Windows operating system and on stand-alone systems. Note The agents in Cloud Portal must also be set to use the same NTLM authentication that you specify here. Note In IIS, NTLM is not enabled by default. You must enable NTLM in IIS if you choose this authentication mechanism. Step 9 Click Next to continue. Figure 2-14 Tidal Enterprise Orchestrator Web Service Credentials—Intelligent Automation for Compute Automation Pack Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 2-11
  • 38. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 10 On the Default Web Service Credentials panel, specify the credentials for connecting to the Tidal Enterprise Orchestrator web service target: Field Description Domain Enter the name of the domain of the user account used to connect to the Tidal Enterprise Orchestrator Web service target. User name Enter the username for the user account associated with target. Password Enter the password assigned to the user account. Step 11 Click Next to continue. Figure 2-15 VMware Keystore Password—Intelligent Automation for Compute Automation Pack Step 12 Enter a password to be used to access the VMware keystore, and then click Next to continue. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-12 OL-26427-01
  • 39. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Figure 2-16 Review Prerequisites—Intelligent Automation for Compute Automation Pack The Review Prerequisites panel displays the prerequisites for the automation pack being imported. The green check mark indicates that the prerequisite was found on the computer. If all prerequisites are found, the wizard automatically continues to the Intelligent Automation for Cloud Starter Automation Pack. A red X indicates that the prerequisite was not found on the computer. When this occurs, the import process is stopped and cannot continue until all prerequisites have been met. Step 13 Proceed to the next section, Intelligent Automation for Cloud Starter Automation Pack, page 2-13.Intelligent Automation for Cloud Starter Automation Pack The wizard will now guide you through importing the Intelligent Automation for Cloud Starter Automation Pack. Note It is recommended that you read through this section prior to importing the automation pack to identify and obtain all the necessary information that needs to be provided in the wizard panels. This will help streamline the import process. Step 1 On the General Information panel, review the information about the automation pack. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 2-13
  • 40. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Figure 2-17 General Information—Intelligent Automation for Cloud Starter Automation Pack Step 2 Click Next to continue. Figure 2-18 Cloud Portal Integration API Connection—Intelligent Automation for Cloud Starter Automation Pack Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-14 OL-26427-01
  • 41. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 3 On the Cloud Portal Integration API Connection panel, specify for the following information to create a connection to the Cloud Portal: Field Description Host name Enter the IP address or the server name of the server where Cloud Portal is installed. For example, enter: <servername>.domain.local Port number Port number used to connect to the Cloud Portal server. The default port number is 8089. User name Enter the username for the nsAPI user account that you created in Create a Local User for nsAPI, page 5-5. Note If you change this username, you must edit the extended target properties for Cloud.Configuration.CloudPortal.API.Password and Cloud.Configuration.CloudPortal.API.User with the new username. The steps for editing the extended target properties, see the Cisco Intelligent Automation for Cloud User Guide. Password.domain Enter the password for the nsAPI user account that you created in Create a Local User for nsAPI, page 5-5. Note If you change this password, you must edit the extended target properties for Cloud.Configuration.CloudPortal.API.Password and Cloud.Configuration.CloudPortal.API.User with the new username. The steps for editing the extended target properties, see the Cisco Intelligent Automation for Cloud User Guide. Ignore certificate errors Check or uncheck the check box to indicate whether the target should ignore any certificate errors on the specified web site. If the check box is checked, all errors will be ignored. Base URL Enter the URL to the server where Cloud Portal is installed: http://<Hostname>:<Port>/IntegrationServer/services) Step 4 Click Next to continue. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 2-15
  • 42. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Figure 2-19 Cisco Cloud Portal Request Center API Connection—Intelligent Automation for Cloud Starter Automation Pack Step 5 On the Cisco Cloud Portal Request Center API Connection panel, specify for the following information for connecting to the Cisco Cloud Portal Request Center API: Field Description Host name Enter the IP address or the server name of the server where Cisco Cloud Portal Request Center is installed. For example, enter: <servername>.domain.local Port number Port number used to connect to the Cisco Cloud Portal Request Center. The default port number is 8088. Base URL Enter the URL to the server where Cloud Portal Request Center is installed: http://<Host name>:<Port number>/RequestCenter Ignore certificate errors Check or uncheck the check box to indicate whether the target should ignore any certificate errors on the specified web site. If the check box is checked, all errors will be ignored. User name Enter the user name for the nsAPI user account that you created in Create a Local User for nsAPI, page 5-5. Note This designation is temporary. Later in this guide, you will create an account in the Cloud Provider Technical Administrator organization unit for this user. Note The user account must have administrator permissions in Cloud Cisco Portal. Password Enter the password for the nsAPI user account that you created in Create a Local User for nsAPI, page 5-5. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-16 OL-26427-01
  • 43. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 6 Click Next to continue. Figure 2-20 Configure Process Database Grooming—Intelligent Automation for Cloud Starter Automation Pack Step 7 On Configure Process Database Grooming panel, specify the number of days to keep process instances in the database. After the specified number of day, the process instances will be deleted from the database. Step 8 Click Next to continue. Figure 2-21 Data Extraction—Intelligent Automation for Cloud Starter Automation Pack The Data Extraction panel is used to specify the destination where the data is extracted on the Tidal Enterprise Orchestrator server. Note If you uncheck the check boxes, the files will not be extracted. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 2-17
  • 44. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 9 On the Data Extraction panel, accept the default location, or click the Browse tool to specify a different location to extract the files, and then click Next. Figure 2-22 Review Prerequisites—Intelligent Automation for Cloud Starter Automation Pack The Review Prerequisites panel displays the prerequisites for the automation pack being imported. The green check mark indicates that the prerequisite was found on the computer. If all prerequisites are found, the importing procedures are complete. A red X indicates that the prerequisite was not found on the computer. When this occurs, the import process is stopped and cannot conclude until all prerequisites have been met. Figure 2-23 Completing the Automation Pack Import Wizard Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-18 OL-26427-01
  • 45. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 10 After the objects have been imported, review the information on the Completing the Automation Pack Import Wizard panel to verify that it is correct, and then click Close to close the wizard. Step 11 If you are running Cloud Portal on a Linux operating system, you must manually set extended target properties; proceed to the next section, Manually Set Extended Target Properties for Linux. If you are not running Cloud Portal on a Linux operating system, proceed to Refresh Tidal Enterprise Orchestrator Server Web Service.Manually Set Extended Target Properties for Linux Note This section pertains only to Linux. If you are not running Cloud Portal on a Linux platform, skip to the next section, Refresh Tidal Enterprise Orchestrator Server Web Service, page 2-23. If you are running Cloud Portal on a Linux operating system, you must manually configure extended properties for the following targets: • Cisco Cloud Portal Request Center API • Cisco Cloud Portal Integration API Note You must create the Cloud Portal Request Center API target before you create the Cisco Cloud Portal Integration API. For each target, you must manually configure the following extended properties: • Cloud.Configuration.CloudPortal.IsUnix • Cloud.Configuration.CloudPortal.UnixTarget Note The Required Value icon displayed on a tab or page indicates that the field is required and is missing a value.Configure Extended Target Properties for Cisco Cloud Portal Integration API Before you can configure the extended target properties, for Cisco Cloud Portal Integration API, you must first create a Linux target and a default runtime user for the target.Create a Runtime User for the Linux Target Step 1 In the Tidal Enterprise Orchestrator Console, click Definitions in the panel on the left to display the Definitions workspace. Step 2 Right-click Runtime Users in the Definitions panel and choose New > Runtime User. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 2-19
  • 46. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Figure 2-24 Runtime Users View—Add New Runtime User Step 3 In the New Runtime User Properties dialog box, click the General tab, and specify the following information: Field Description Display name Enter a descriptive display name for the new runtime user. User name Enter the user name for the new runtime user. The user must have write access to the on the Linux server drop-box location. Password Check the Password check box, and then enter the password. Description Optional. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-20 OL-26427-01
  • 47. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Figure 2-25 Runtime Users View—New Runtime User Dialog Box Step 4 Click OK. Step 5 Proceed to the next section, Create a Target for the Linux Server, to create a target for the Linux server.Create a Target for the Linux Server Step 1 In the Definitions workspace, right-click Targets and choose New > Unix/Linux System. Step 2 In the New Unix/Linux System Properties dialog box, click the General tab, and then enter a descriptive display name. Step 3 Click the Connection tab. Step 4 Enter the fully qualified host name for the Linux target. Step 5 Uncheck the Prompt prefix check box. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 2-21
  • 48. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Step 6 From the Default runtime user drop-down list, choose the runtime user you created in Create a Runtime User for the Linux Target. Step 7 Click the Advanced tab. Step 8 From the Use patterns common for the following device drop-down list, choose the Linux target you have just created, and then click OK. Step 9 Proceed to the next section, Configure the Extended Target Properties for Both Cloud Portal Web Service Targets, to configure the extended target properties for Cloud Portal web service targets.Configure the Extended Target Properties for Both Cloud Portal Web Service Targets Step 1 In the Definitions workspace in the Tidal Enterprise Orchestrator Console, click Targets. Step 2 Right-click Cisco Cloud Portal Integration API in the list and choose Properties. Step 3 In the Properties dialog box, click the Extended Properties tab. Step 4 In the Cisco Cloud Portal Integration API Properties box, select Cloud.Configuration.CloudPortal.IsUnix, and then click Edit. Step 5 In the Target Property Value dialog box, choose true from the Value drop-down list, and then click OK. Step 6 Select Cloud.Configuration.CloudPortal.UnixTarget, and then click Edit. Step 7 On the Target Property Value dialog box, click the Browse tool next to the Value field to open the Select Target dialog box. Step 8 In the Select Target dialog box, select the Linux target that you created in Create a Target for the Linux Server, page 2-21, and then click OK. Step 9 Proceed to the next section, Configure Extended Target Properties for Cisco Cloud Portal Request Center API.Configure Extended Target Properties for Cisco Cloud Portal Request Center API Step 1 In the Definitions workspace in the Tidal Enterprise Orchestrator Console, click Targets. Step 2 Right-click Cisco Cloud Portal Request Center API in the list and choose Properties. Step 3 In the Properties dialog box, click the Extended Properties tab. Step 4 In the Cisco Cloud Portal Request Center API Properties box, select Cloud.Configuration.CloudPortal.IsUnix, and then click Edit. Step 5 In the Target Property Value dialog box, choose true from the Value drop-down list, and then click OK. Step 6 In the Properties dialog box, select Cloud.Configuration.CloudPortal.UnixTarget, and then click Edit. Step 7 Click the Browse tool next to the Value field to open the Select Target dialog box. Step 8 In the Select Target dialog box, select the Linux target that you created in Create a Target for the Linux Server, page 2-21, and then click OK. Step 9 Proceed to the next section, Refresh Tidal Enterprise Orchestrator Server Web Service. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 2-22 OL-26427-01
  • 49. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise OrchestratorRefresh Tidal Enterprise Orchestrator Server Web Service After installing the automation packs, you must refresh the Tidal Enterprise Orchestrator Server web service. This action allows all of the installed processes to be initialized in Tidal Enterprise Orchestrator web service. Step 1 In the Tidal Enterprise Orchestrator Console, click File > Server Properties to open the Server Properties dialog box. Step 2 Click the Web Service tab. Figure 2-26 Server Properties Dialog Box—Web Service Tab Step 3 Click Refresh Web Service and then click OK. Proceed to one of the following chapters: Chapter 3, “Installing or Upgrading Proceed to Chapter 3 only if: Cisco Cloud Portal” • Cisco Service Portal (Cloud Portal) and the required REX adapter are not installed in your environment. • Cloud Portal is installed, but the required REX adapter is not installed. Chapter 4, “Setting Up Directory Skip to Chapter 4 only if you are using a directory service to Integration” import user and organization information. Otherwise, skip Chapter 4. Chapter 5, “Setting Up Cisco Cloud Skip to Chapter 5 only if: Portal” • Cisco Cloud Portal and the required REX adapter are installed in your environment, and • You are not using a directory service, or you are using a directory service and have configured it following the directions provided in Chapter 4, “Setting Up Directory Integration.” Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 2-23
  • 50. Chapter 2 Configuring Tidal Enterprise Orchestrator Import the Automation Packs in Tidal Enterprise Orchestrator Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide2-24 OL-26427-01
  • 51. CH A P T E R 3 Installing or Upgrading Cisco Cloud Portal Note You cannot install the REX adapter without first importing the Automation Packs into Tidal Enterprise Orchestrator as directed in Chapter 2, “Configuring Tidal Enterprise Orchestrator.” The files required for installing the REX adapter are shipped with the Intelligent Automation for Cloud Starter automation pack and can only be unpacked when the automation pack is imported. Follow the instructions in this chapter only if: • You have not yet installed Cisco Cloud Portal. See Installing Cisco Cloud Portal and the REX Adapter, page 3-2 for information. • Cisco Service Portal is already installed in your environment, but the REX adapter is not installed. See Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1, page 3-15 to upgrade your Service Portal installation with the REX adapter. Note In the following chapters, this guide refers to Cisco Service Portal as “Cisco Cloud Portal” and “Cloud Portal.” Cloud Portal is synonymous with Service Portal when it is configured with the REX adapter for use with Cisco Intelligent Automation for Cloud Starter Edition. If you already have Cloud Portal and the REX adapter installed, skip to one of the following chapters: Chapter 4, “Setting Up Directory Skip to Chapter 4, “Setting Up Directory Integration,” only if you Integration” are using a directory service to import user and organization information. Otherwise, skip Chapter 5, “Setting Up Cisco Cloud Portal”. Chapter 5, “Setting Up Cisco Skip to Chapter 5, “Setting Up Cisco Cloud Portal,” only if: Cloud Portal” • You are not using a directory service, or • You are using a directory service and have configured it following the directions provided in Chapter 4, “Setting Up Directory Integration.” Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-1
  • 52. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX AdapterInstalling Cisco Cloud Portal and the REX Adapter Note The images of command windows in this chapter show were captured during an installation of Starter Edition 3.0.1 on Windows with Microsoft SQL Server. Command windows for installations with Oracle® Database Enterprise Edition are similar. This section applies only if Cisco Service Portal and REX adapter are not yet installed in your environment. It provides important about the installation. This section also includes full instructions for the installation with Microsoft SQL Server as the database server. (For the Oracle database server, see If You Are Using Oracle Database Enterprise Edition 11g R2 Server.) After installation, configure Cloud Portal and the REX adapter agents following the instructions in this guide.If You Are Using Oracle Database Enterprise Edition 11g R2 Server After reading this section for information on what you need for the installation, see the Cisco Service Portal 9.3.2 Installation Guide and the documentation that came with your Oracle database software for full instructions. It is strongly suggested that you also review the installation instructions inInstall Cloud Portal with the Microsoft SQL Server Database Server, page 3-3, as the instructions are similar. After installation, return this guide, and proceed to one of the following chapters: • Chapter 4, “Setting Up Directory Integration”—Proceed to Chapter 4 only if you are using a directory service to import user and organization information. • Chapter 5, “Setting Up Cisco Cloud Portal”—Skip to Chapter 5 only if you are using a directory service and have configured it following the instructions in Chapter 4, “Setting Up Directory Integration.”Prerequisite for the REX Adapter Installation Before you install Cloud Portal and the REX adapter, you must first import and configure the Starter Edition Automation Packs in TEO. (See Chapter 2, “Configuring Tidal Enterprise Orchestrator.”) The files required for installing the REX adapter included in the Intelligent Automation for Cloud Starter Automation Pack.Locate the REX Adapter Installation Files Although you install the REX adapter during Cloud Portal installation, the REX installer is in a separate location from those of Cloud Portal. When you import the Intelligent Automation for Cloud Starter Automation Pack, the REX adapter installation zip file is extracted by default to the following location on the Tidal Enterprise Orchestrator server: <installation drive>:Users<username>DocumentsCiscoTidal Enterprise OrchestratorDataCloud Portal Adapters<REX installer directory><REX installer files> Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-2 OL-26427-01
  • 53. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX AdapterBasic Procedure for Installation Installing Cloud Portal and the REX adapter involves three basic steps, whether you are using SQL Server or Oracle Database server: Step 1 Create the RequestCenter and Datamart databases on the database server. Step 2 Enable snapshots on the database server. Step 3 Run the Cisco Service Portal installer, which includes the option for installing the REX adapter. The following section provides full instructions for installing Cloud Portal and the REX adapter when SQL Server is the database server.Install Cloud Portal with the Microsoft SQL Server Database Server Install Cloud Portal and the REX adapter according to the instructions in this section. Perform the following three sets of tasks in sequence: 1. Create the RequestCenter and Datamart Databases, page 3-3 2. Enable Snapshots, page 3-5 3. Run the Cisco Service Portal Installer, page 3-7Create the RequestCenter and Datamart Databases Step 1 in Microsoft SQL Server Management Studio, right-click Databases in Object Explorer and choose New Database.... Figure 3-1 SQL Server—New Database Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-3
  • 54. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Step 2 In the New Database dialog box, enter Datamart in the Database name text field. Step 3 In the Owner field, enter DMUser. Step 4 In the Database files area, click in the Initial Size (MB) field in the first row, and change the value to 500. Step 5 Click OK. Figure 3-2 SQL Server—New Database Dialog Box Step 6 In the Object Explorer pane, right-click Databases and choose New Database.... Note You must create the RequestCenter database before you enable snapshots (covered in the next section, Enable Snapshots). You cannot combine the two tasks. Step 7 In the New Database dialog box, enter RequestCenter (with no space between the words) in the Database name text field. Step 8 In the Owner field, enter RCUser. Step 9 In the Database files area, click in the Initial Size (MB) field in the first row, and change the value to 500. Step 10 Click OK. Step 11 To see the new databases in the navigation pane, right-click Databases and choose Refresh. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-4 OL-26427-01
  • 55. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX AdapterEnable Snapshots Note You must create the RequestCenter database before you enable snapshots. You cannot combine the two tasks. Before you run the Cisco Cloud Portal installer, you must first enable snapshots. Step 1 In SQL Server Management Studio, expand Databases in Object Explorer. Step 2 Right-click RequestCenter and choose Properties. Step 3 In the Database Properties - RequestCenter dialog box, click Options in the Select a Page pane. Step 4 In the Options view, scroll down to the State area, and change the Restrict Access value from MULTI_USER to SINGLE_USER. Figure 3-3 SQL Server—Restrict Access in the RequestCenter Database Step 5 When an alert appears informing you that to change the database properties, SQL Server must close all other connections to the database, click Yes. Step 6 Click OK to close the Database Properties - RequestCenter dialog box. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-5
  • 56. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Step 7 Click New Query, enter the following, and then click Execute: ALTER DATABASE RequestCenter SET COMMITTED_SNAPTSHOT ON Figure 3-4 SQL Server—Query Snapshots Step 8 Close the Query window. Step 9 Click Connect in the toolbar immediately above Object Explorer, and choose Database Engine to reconnect. Step 10 Return to Options view in the Database Properties - RequestCenter dialog box (see Step 2 and Step 3), and change the Restrict Access value back to MULTI-USER. Step 11 Click OK. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-6 OL-26427-01
  • 57. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX AdapterRun the Cisco Service Portal Installer Step 1 On the Cisco service Portal server, navigate to the Installer directory: <install drive>RCInstall-win-11.2.1.0151Installer Figure 3-5 Cisco Service Portal Installer Directory—Setup.bat File Step 2 Double-click setup.bat to open a command window. Figure 3-6 Command Window—Java Home Directory Step 3 In the Java Home Directory window, enter the name of the Java Home directory and press Enter to validate the Java path. or Press Enter to accept the default value as shown in the brackets. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-7
  • 58. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Figure 3-7 Command Window—Type of Installation Step 4 In the Type of Installation window, enter 1 for New Installation, and press Enter. Figure 3-8 Command Window—Destination Directory Step 5 In the Destination Directory window, enter the name of the destination directory where Cisco Service Portal was installed, press Enter, and then press Enter again to confirm the destination directory. or Press Enter to accept the default value as shown in the brackets, and then press Enter again to confirm the destination directory. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-8 OL-26427-01
  • 59. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Figure 3-9 Command Window—Application Server Step 6 In the Application Server window, enter the option number for the type of application server, and press Enter. Figure 3-10 Command Window—Module Step 7 In the Module window, enter 4 to include Service Link in the installation, and then press Enter to change the Install value to Yes. Note Request Center installation is enabled by default. Do not disable. Step 8 Press C to continue. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-9
  • 60. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Figure 3-11 Command Window—Database Platform Step 9 In the Database Platform window, enter the option number for the database platform, and then press Enter. Figure 3-12 Command Window—Web Server Configuration Step 10 In the Web Server Configuration window, review the Web Server host name to verify that it is correct, and then press Enter to continue. Step 11 In the Web Server Configuration window, review the Web Server port number to verify that it is correct, and then press Enter to continue. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-10 OL-26427-01
  • 61. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Note The asterisk (*) in the left margin indicates that it is a required field, even if the default value shown in brackets is the correct configuration. Figure 3-13 Command Window—Database Component Installation Options Step 12 In the Database Component Installation Options window, specify the following information: Option No. Option Action Note Do not make any other changes in this window. 3 Database Server Press Enter to accept the default database server. 6 Database User Enter RC for the RequestCenter database user password and Password press Enter. 9 SqlServer sa Password Enter SA for the system administrator password and press Enter. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-11
  • 62. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Step 13 Press C to continue. Figure 3-14 Command Window—Verifying Connection Information The installation script then verifies the database components that you entered. After verification, the Installer automatically proceeds to the Installation Options window. Figure 3-15 Command Window—Installation Options Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-12 OL-26427-01
  • 63. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Step 14 In the Installation Options window, specify the following information: Option No. Option Action Note Do not make any other changes in this window. 1 SMTP Server Enter the SMTP server, and press Enter. 2 Sender Address Enter the Sender address, and press Enter. 22 Service Link Database URL Enter the Service Link Base URL, and press Enter. or Press Enter to accept the default value as shown in the brackets. 26 Include Custom Adapters? Press Enter to set the value to Yes. Option number 27 appears. 27 Custom adapter archive path Enter the full path to the rexAdapter_301.zip file, and press Enter. For example: <install drive>rexAdapter_301.zip Figure 3-16 Command Window—Installation Options Window—Custom Content Path Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-13
  • 64. Chapter 3 Installing or Upgrading Cisco Cloud Portal Installing Cisco Cloud Portal and the REX Adapter Step 15 Press C to continue. The Installer begins extracting and installing files. Figure 3-17 Command Window—Installation Complete Step 16 When installation is complete, press Enter to exit the window. Installation of Cloud Portal is complete. Skip to one of the following chapters to begin setting up and configuring Starter Edition: • Chapter 4, “Setting Up Directory Integration”—Proceed to Chapter 4 only if you are using a directory service for external authentication. • Chapter 5, “Setting Up Cisco Cloud Portal”—Skip to Chapter 5 only if you are not using a directory service for external authentication. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-14 OL-26427-01
  • 65. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Upgrading to Cisco Intelligent Automation for CloudStarter Edition 3.0.1 Note TEO 2.3.1 includes the installer package that you need to upgrade your current installation of Starter Edition 3.0 to 3.0.1. To upgrade to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1, you must perform the following steps: This section guides you through the the following steps in the upgrade process: 1. Back Up Cloud Portal and TEO Databases 2. Apply the Cloud Portal Installer Hotfix 3. Upgrade the REX Adapter 4. Apply the Cloud Portal Hotfix 5. Deploy Service Catalog Packages 6. Deploy Portal Packages 7. Set Permissions for Portal Pages and Portlets 8. Configure Cloud Provider Technical Administrator Organization 9. Configure Agent Properties Note The images of command windows in this chapter show were captured during an installation of Starter Edition 3.0.1 on Windows with Microsoft SQL Server. Command windows for installations with Oracle® Database Enterprise Edition are similar. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-15
  • 66. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Back Up Cloud Portal and TEO Databases Before you begin the upgrade process, you must first create backup files for the Cloud Portal and TEO databases. To create the backups, you validate validate the existing Cisco Service Portal installation. This action also repairs any detected issues with the index and data structures. Step 1 On the Cisco Service Portal server, navigate to the Installer directory (Figure 3-5 on page 3-7): <install drive>RCInstall-win-11.2.1.0151Installer Step 2 Double-click validate.bat to open a command window. Step 3 On the Java Home directory window (Figure 3-6 on page 3-7), enter the name of the Java Home directory and then press Enter to validate the Java path. Step 4 On the Destination Directory window (Figure 3-9 on page 3-9), enter the name of the destination directory where Cisco Service Portal was installed, and then press Enter. Note If you used the default directory, the name automatically displays. Step 5 On the Select an Application Server window (Figure 3-8 on page 3-8), enter the number for the application server that is installed, and then press Enter. Note Typically, JBoss 4.2.3 is used. In this case, enter 1, and then press Enter. Figure 3-18 Command Window—Database Component Installation Options Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-16 OL-26427-01
  • 67. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 6 On the Database Component Installation window, perform the following: Option Action Note Only specify the these options. Do not make any other changes on this window. Enter 6 Enter RC for the Database User Password, and then press Enter. Enter 9 Enter sa for the SQL Server sa Password, and then press Enter. Step 7 Enter C to continue. The installation script then verifies the database components that you entered. Figure 3-19 Command Window—Database Validation Options Step 8 On the Database Validation window, you must perform all three validation steps, regardless of error conditions. Step 9 In the Selection field, enter 1, and then press Enter to perform the Schema Validation. The validation process will continue automatically through each window. Step 10 When the Schema Validation is complete, press Enter to return to the Database Validation Options window. Step 11 In the Selection field, enter 2, and then press Enter to perform the Data Validation. The validation process will continue automatically through each window. Step 12 When the Data Validation is complete, press Enter to return to the Database Validation Options window. Step 13 In the Selection field, enter 3, and then press Enter to Repair Database. The repair process will continue automatically through each window. When the repair process is complete, the validation results display. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-17
  • 68. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Figure 3-20 Command Window—Database Validation Results Step 14 Press Enter to return to the Database Validation Options window. Step 15 In the Selection field, enter 4, and then press Enter to exit the Database Validation. Step 16 Proceed to Apply the Cloud Portal Installer Hotfix.Apply the Cloud Portal Installer Hotfix This hotfix is for the Cloud Portal Installer. Note You will apply a hotfix for Cloud Portal itself after upgrading the REX adapter. Step 1 Download and exctract the hotfix package 9.3.1_HotFix_IAC_Starter_v12.zip. Step 2 Follow all of the instructions in the readme.txt file included in the installer package. The instructions provide important steps for copying extracted files to different deployed directories. Step 3 Proceed to Upgrade the REX Adapter.Upgrade the REX Adapter This section guides you through upgrading your Service Portal installation from REX Adapter version 3.0 to version 3.1. To upgrade the REX adapter, perform the following tasks: 1. Run the Cisco Service Portal Installer in Upgrade Mode, page 3-19 2. Run the Cisco Service Portal Installer in Upgrade Mode, page 3-19 3. Verify the REX Adapter Installation, page 3-24 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-18 OL-26427-01
  • 69. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Run the Cisco Service Portal Installer in Upgrade Mode You must now run the Cisco Service Portal installer in upgrade mode. Step 1 On the Cisco Service Portal server, navigate to the Installer directory (Figure 3-5 on page 3-7). For example: [install drive]RCInstall-win-11.2.1.0151Installer Figure 3-21 Cisco Service Portal Installer Directory—Setup.bat File Step 2 Double-click setup.bat to open a command window. Step 3 On the Specify Java Home Directory window (Figure 3-6 on page 3-7), enter the name of the Java Home directory and press Enter to validate the Java path. Figure 3-22 Command Window—Installation Options Step 4 Enter 2 to Upgrade Existing Installation and press Enter. Step 5 When prompted “Have you run the Validation Utility on this database?”, enter Yes, and then press Enter. Step 6 On the Specify Destination Directory window (Figure 3-8 on page 3-8), enter the name of the destination directory where Cisco Service Portal was installed and press Enter. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-19
  • 70. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Figure 3-23 Command Window—Select Modules Use this window to specify the modules to be installed. Typically, for Intelligent Automation for Cloud, you should specify to install Request Center and Service Link. Step 7 Enter 1 for Request Center and set the Install value to Yes. Step 8 Enter 4 for Service Link and set the Install value to Yes. Step 9 Press C to continue. Figure 3-24 Command Window—Select Components Step 10 On the Components window, ensure that all components are set to Yes, and then press C to continue. Step 11 On the Specify Application Server window (Figure 3-9 on page 3-9), enter the number for the application server that is installed and press Enter. Note Typically, JBoss 4.2.3 is used so you will enter 1, and then press Enter. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-20 OL-26427-01
  • 71. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Figure 3-25 Command Window—Web Server Configuration Step 12 On the Web Server Configuration window, review the Web Server host name to verify that it is correct, and then press Enter to continue. Figure 3-26 Command Window—Web Server Port Step 13 Review the Web Server port number to verify that it is correct, and then press Enter to continue. Figure 3-27 Command Window—Database Component Installation Options Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-21
  • 72. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 14 On the Database Component Installation Options window (Figure 3-13 on page 3-11), enter the Database User Password (Option 6) and SQL Server sa Password (Option 9), and then press Enter. Figure 3-28 Command Window—Configuration Options to Include Custom Adapters Step 15 Enter 26 to Include custom adapters and set the value to Yes. Step 16 Press Enter to continue. Figure 3-29 Command Window—Configuration Options to Specify Custom Adapter Archive Path Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-22 OL-26427-01
  • 73. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 17 Enter 27 to specify the Custom adapter archive path and press Enter. Figure 3-30 Command Window—Custom Content Archive Path! Step 18 On the Custom Content Archive window, enter the path to location where the rexAdapter_301.zip file was copied when the TEO automation packs were imported, and press Enter. Note You must include the entire file name with the .zip extension in the path, as shown in Figure 3-30. Step 19 On the Component Installation Options window (Figure 3-29 on page 3-22), review the information and the press C to start the upgrade. Figure 3-31 Command Window—Upgrade Completion Step 20 When the installation has completed, press Enter to exit the Upgrade window. Step 21 Proceed to Verify the REX Adapter Installation. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-23
  • 74. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Verify the REX Adapter Installation It is strongly recommended that you verify the REX adapter is installed in Cloud Portal. Step 1 Open Cloud Portal in your browser and log in as an administrator. Step 2 From the modules drop-down list, choose Service Links. Step 3 Click the Manage Integrations tab. Step 4 Click Adapters and verify that the REX adapter displays in the list of adapters. Figure 3-32 Cloud Portal—Verify REX Adapter Step 5 Proceed to Apply the Cloud Portal Hotfix. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-24 OL-26427-01
  • 75. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Apply the Cloud Portal Hotfix Step 1 Download and exctract the hotfix package 9.3.2_HotFix_IAC_Starter_v09.zip. Step 2 Follow all of the instructions in the readme.txt file included in the installer package. The instructions provide important steps for copying extracted files to different deployed directories. Step 3 Proceed to Deploy Service Catalog Packages.Deploy Service Catalog Packages The Starter Edition service catalog content is included in files that were extracted when the Intelligent Automation for Cloud Starter automation pack was imported to TEO. These files must be imported and deployed in Cloud Portal for the Starter Edition upgrade. To deploy service catalog packages, perform the following tasks: 1. Copy Service Catalog Files to Cloud Portal Server 2. Import and Deploy the Service CatalogsCopy Service Catalog Files to Cloud Portal Server Step 1 On the Tidal Enterprise Orchestrator (TEO) server, navigate to the location where the files were extracted during the automation pack import process when TEO was first installed. By default, the files are copied to the following location on the server: C:Users[username]DocumentsCiscoTidal Enterprise OrchestratorExtracted DataCisco Cloud Portal Service Catalog 9.3 Step 2 Copy the following files to a folder on the Cloud Portal server: • CP_Common_SE_3-0-1.xml • CP_IPAM_SE_3-0-1.xml • CP_LeaseManagement_SE_3-0-1.xml • CP_Metric_SE_3-0-1.xml • CP_PhysicalServerRequests_SE_3-0-1.xml • CP_SupplementalContent_SE_3-0-1.xml • CP_ServerOperations_SE_3-0-1.xml • CP_SharedServerZone_SE_3-0-1.xml • CP_SystemSetup_SE_3-0-1.xml • CP_TenantManagement_SE_3-0-1.xml • CP_VMRequests_SE_3-0-1.xml Step 3 Proceed to Import and Deploy the Service Catalogs. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-25
  • 76. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Import and Deploy the Service Catalogs Perform the following procedure to import and deploy catalogs in Cloud Portal. Note You must be logged into Cloud Portal with administrator permissions to perform the procedures in this chapter. Step 1 Open Cloud Portal in your browser and log in as an Administrator. Step 2 Choose Catalog Deployer from the module drop-down list. Step 3 In the Deployment Packages pane, and choose New > Import from the drop-down list. Figure 3-33 Catalog Deployer—Import Menu Step 4 On the Import Package from File dialog box, click Browse to navigate to the folder where you saved the service catalog files. (See Step 2 in Copy Service Catalog Files to Cloud Portal Server, page 3-25.) Step 5 Select the CP_Common_SE.xml file and click Import. Step 6 On the Package Import dialog box, when the message Package Imported Successfully displays, click OK. The Deployment Packages window refreshes to display the imported package in the Received for Deployment view. Step 7 Repeat Step 3 through Step 6 to import the all of the remaining catalog files: • CP_Common_SE_3-0-1.xml • CP_IPAM_SE_3-0-1.xml • CP_LeaseManagement_SE_3-0-1.xml • CP_Metric_SE_3-0-1.xml • CP_PhysicalServerRequests_SE_3-0-1.xml • CP_SupplementalContent_SE_3-0-1.xml • CP_ServerOperations_SE_3-0-1.xml • CP_SharedServerZone_SE_3-0-1.xml • CP_SystemSetup_SE_3-0-1.xml • CP_TenantManagement_SE_3-0-1.xml • CP_VMRequests_SE_3-0-1.xml Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-26 OL-26427-01
  • 77. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 8 In the Deployment Packages pane, and choose New > Deploy Multiple Packages from the drop-down list to display the Deploy Multiple Packages pane. Figure 3-34 Catalog Deployer—Deployment Packages Menu Figure 3-35 Catalog Deployer—Batch Deployment Tab Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-27
  • 78. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 9 On the Batch Deployment tab, click the Add Packages button to open the Select Packages dialog box. Figure 3-36 Select Packages Dialog Box Note In the Select Packages dialog box, both 3.0 and 3.0.2 packages will be listed for selection. Select only the 3.0.1 packages. Step 10 In the Select Packages dialog box, check the check boxes of the packages you need to import, and then click Select. Figure 3-37 Batch Deployment—Deploy Multiple Packages Step 11 On the Batch Deployment tab, check the Selected Items check box and ensure that all check boxes in the folder are checked. Step 12 Click Deploy. Step 13 When each package displays Succeeded next to it, click Done. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-28 OL-26427-01
  • 79. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 14 Proceed to Deploy Portal Packages.Deploy Portal Packages The Starter Edition portal and portlet content is included in files that were extracted when the Intelligent Automation for Cloud StartStarterEditionPortlets_9.3.1.ziper automation pack was imported to TEO. These files must be imported and deployed in Cloud Portal for the Starter Edition upgrade. After deployment, you must also configure the portals and portlets. To deploy portal packages, perform the following tasks:: 1. Copy StarterEditionPortlets_9.3.1.zip and Extract Files 2. Configure Cloud Portal Stylesheets 3. Import and Deploy Portal PagesCopy StarterEditionPortlets_9.3.1.zip and Extract Files The Intelligent Automation for Cloud Starter automation pack includes the file StarterEditionPortlets_9.3.1.zip, which was extracted to the Tidal Enterprise Orchestrator server when you imported the automation pack. (See Intelligent Automation for Cloud Starter Automation Pack, page 2-13.) StarterEditionPortlets_9.3.1.zip contains the files you need to deploy portlets, JavaScripts, images, and stylesheets to Cloud Portal. Step 1 On the Tidal Enterprise Orchestrator server, navigate to the following folder where StarterEditionPortlets_9.3.1.zip was extracted. The default location is: C:Users[username]DocumentsCiscoTidal Enterprise OrchestratorExtracted Data Cloud Portal Service Catalog 9.3 Step 2 Extract StarterEditionPortlets_9.3.1.zip to a temporary location. It will create a StarterEditionPortlets_9.3.1 folder. Step 3 Stop the Request Center and Service Link services: a. Click Start > Control Panel > Administrative Tools > Services. b. In the Services window, right-click CiscoServicePortal Request Center and choose Stop. c. In the Services window, right-click CiscoServicePortal Service Link and choose Stop. d. Close the Services window. Step 4 In the StarterEditionPortlets_9.3.1 folder, locate RequestCenter_war.zip, and then extract it to the following directory: <CiscoServicePortal>jboss-4.2.3.GAserverRequestCenterdeployRequestCenter.ear RequestCenter.war Step 5 Restart the CiscoServicePortal Request Center and CiscoServicePortal Service Link services. Step 6 Proceed to Configure Cloud Portal Stylesheets. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-29
  • 80. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Configure Cloud Portal Stylesheets You must now configure Cloud Portal to use the stylesheets that are packaged with Starter Edition. Perform the following steps to configure the stylesheets in Cloud Portal. Step 1 Open Cloud Portal in your browser and log in to the application. Step 2 On the Cloud Portal Home page, choose Administration from the module drop-down list. Step 3 On the Administration Home page, click Personalize Your Site. Figure 3-38 Administration—Personalize Your Site Step 4 On the Customizations page, scroll down the common settings pane (about halfway down the page) and click the On radio button for the Enable Custom Style Sheets setting. Figure 3-39 Customizations—Enabling Custom Style Sheets Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-30 OL-26427-01
  • 81. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 5 Click Update at the bottom of the page to save the settings. Step 6 Click Custom Styles in the right menu. Figure 3-40 Custom Styles Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 7 Click Add to open the Custom Style Properties window. Figure 3-41 Custom Styles—Custom Style Properties Step 8 In the Name field, enter Cisco Intelligent Automation for Cloud Starter Edition. Step 9 Check the Make this Style the default for the entire site check box. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-31
  • 82. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 10 In the Style Directory field, click Browse to open the Custom Directory dialog box. Figure 3-42 Custom Styles—Custom Directory Step 11 Click the StarterEdition radio button, and click OK. Step 12 On the Custom Style Properties window, click Create to add the custom style. Figure 3-43 Custom Style Properties—Associated Organization Units Step 13 On the Custom Style Properties page, navigate to the Associated Organizational Units area. Step 14 Click Add to open the Search for Organizational Units dialog box. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-32 OL-26427-01
  • 83. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 15 Click Search to browse for the organizational units to which to associate the custom style properties. You can use the wildcard * to search for all organizational units or to narrow the search results. Figure 3-44 Search for Organizational Units Step 16 Check the Site Administration check box, and then click Add. Step 17 Proceed to Import and Deploy Portal Pages.Import and Deploy Portal Pages Deploy the Starter Edition portal page content by importing it from the All_Portal_Pages.xml portal page file, located in the StarterEditionPortlets_9.3.1 folder. Step 1 In Cloud Portal, choose Portal Designer from the module drop-down list. Step 2 On the Portal Designer Home page, click the Portal Pages tab. Step 3 In the left navigation pane, click Actions and choose Import from the drop-down list. Figure 3-45 Portal Designer—Import Portal Pages Menu Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-33
  • 84. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 4 On the Import Portal Pages dialog box, click the Overwrite radio button in the Conflict Resolution field. Figure 3-46 Import Portal Pages Step 5 In the Import from File field, click Browse to navigate to the StarterEditionPortlets folder that you extracted in Copy StarterEditionPortlets_9.3.1.zip and Extract Files, page 3-29. a. On the Choose File to Upload dialog box, select the All_Portal_Pages.xml file and click Open. b. On the Import Portal Pages dialog box, click Import. c. Close the Import Complete dialog box. Step 6 Refresh your browser to view the imported portal page. Step 7 Proceed to Set Permissions for Portal Pages and Portlets.Set Permissions for Portal Pages and Portlets After you import the portal pages, you must set read-only permissions for the portal pages and portlets from the Portal Designer module in Cloud Portal. To set permissions for portal pages and portlets, perform the following tasks: 1. Set Permissions for the Cisco IAC Starter Edition Administration Portal Pages 2. Set Permissions for the My Workspace Portal Pages 3. Set Permissions for the System Portal Page 4. Set Permissions for the PortletsSet Permissions for the Cisco IAC Starter Edition Administration Portal Pages Set permissions for the following portal pages: • Starter Edition Quick Setup Wizard • Network Management • Organization Management • System Resources • System Setup • User Management Step 1 In Portal Designer, click the Portal Pages tab. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-34 OL-26427-01
  • 85. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 2 In the left navigation pane, expand the Cisco IAC Starter Edition folder and select the Network Management portal page. Step 3 Click the Permissions tab. Figure 3-47 Portal Designer—Permissions Step 4 Click Add Permission to expand the Add Permission area of the page. Figure 3-48 Portal Designer—Add Permission to Portal Page Step 5 From the Object Type drop-down list, choose Role, and then click Search to display a list of user roles. Step 6 Select Cloud Provider Technical Administrator. Step 7 From the Permissions drop-down list, choose Read Only, and then click Add. Step 8 Repeat Step 2 through Step 7 for the remaining portal pages in the Cisco IAC Starter Edition folder, setting read/write role permissions as shown in the following table. Portal Page User Role with Read Only Permissions Configuration Wizard Cloud Provider Technical Administrator Network Management Cloud Provider Technical Administrator Organization Management Cloud Provider Technical Administrator System Resources Cloud Provider Technical Administrator Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-35
  • 86. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Portal Page User Role with Read Only Permissions System Setup Cloud Provider Technical Administrator User Management Cloud Provider Technical Administrator Organization Technical Administrator Step 9 Proceed to Set Permissions for the My Workspace Portal Pages.Set Permissions for the My Workspace Portal Pages Assign read-only permissions to each user role for the My Workspace portal pages. Step 1 In Portal Designer, click the Portal Pages tab. Step 2 In the left navigation pane, expand the My Workspace folder and select the My Servers portal page. Step 3 Click the Permissions tab (Figure 3-47 on page 3-35). Step 4 Click Add Permission to expand the Add Permission area of the page (Figure 3-48 on page 3-35). Step 5 From the Object Type drop-down list, choose Role, and then click Search to display a list of available user roles. Step 6 Select Virtual Server Owner, Virtual and Physical Server Owner, Organization Technical Administrator, and Cloud Provider Technical Administrator. Note To select multiple roles, press and hold Shift while clicking each role in the list. Step 7 From the Permissions drop-down list, choose Read Only, and then click Add. Step 8 Repeat Step 2 through Step 7 for the Order Servers portal page. Step 9 Proceed to Set Permissions for the System Portal Page.Set Permissions for the System Portal Page Assign read-only permissions to each user role for the System portal pages. Step 1 In Portal Designer, click the Portal Pages tab. Step 2 In the left navigation pane, expand the System folder and select the Site Homepage portal page. Step 3 Click the Permissions tab (Figure 3-47 on page 3-35). Step 4 Click Add Permission to expand the Add Permission area of the page (Figure 3-48 on page 3-35). Step 5 From the Object Type drop-down list, choose Role, and then click Search to display a list of available user roles. Step 6 Select Virtual Server Owner, Virtual and Physical Server Owner, Organization Technical Administrator, and Cloud Provider Technical Administrator. Note To select multiple roles, press and hold Shift while clicking each role in the list. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-36 OL-26427-01
  • 87. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 7 From the Permissions drop-down list, choose Read Only, and then click Add. Step 8 Proceed to Set Permissions for the Portlets.Set Permissions for the Portlets You must also set read-only permissions for user roles specified in the following steps for all of the portlets that you imported. Step 1 In the Portal Designer module, click the Portlets tab. Step 2 In the left navigation pane, expand the HTML folder and select the CloudAdmin_OrgManagement portlet. Step 3 Click the Permissions tab (Figure 3-47 on page 3-35). Step 4 Click Add Permission to expand the Add Permission area of the page (Figure 3-48 on page 3-35). Step 5 From the Object Type drop-down list, choose Role, and then click Search to display a list of the roles that are available. Step 6 Select Cloud Provider Technical Administrator. Step 7 From the Permissions drop-down list, choose Read Only, and then click Add. Step 8 Repeat Step 3 through Step 7 for the remaining portlets in the HTML folder. The following table lists the specific roles that you will assign read-only permissions for each portlet. Portlet User Role CloudAdmin_OrgManagement Cloud Provider Technical Administrator CloudAdmin_SystemSetup Cloud Provider Technical Administrator Configuration_Wizard Cloud Provider Technical Administrator Homepage_Welcome Cloud Provider Technical Administrator Organization Technical Administrator Virtual Server Owner Virtual and Physical Server Owner OrderPage_KnowledgeCenter Virtual Server Owner Virtual and Physical Server Owner OrderPage_OrderPhysicalandVirtualMachine Organization Technical Administrator Virtual and Physical Server Owner OrderPage_OrderVirtualMachine Virtual Server Owner OrgAdmin_UserManagement Cloud Provider Technical Administrator Organizational Technical Administrator Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-37
  • 88. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 9 Repeat Step 2 through Step 8 for the portlets in the JavaScript folder. The following table lists the specific roles that you will assign read-only permissions for each portlet. Portlet User Role BladePoolManagementPhysicalPie Cloud Provider Technical Administrator BladePoolManagementPie Cloud Provider Technical Administrator CloudAdmin_ManageServiceItems Cloud Provider Technical Administrator Organization Technical Administrator IPAMGroupFilterGrid Cloud Provider Technical Administrator IPAMNetworkCapacity Cloud Provider Technical Administrator Physical_BCCapacityReport Cloud Provider Technical Administrator ServerOwner_ManageServiceItems Virtual Server Owner Virtual and Physical Server Owner Virtual_ClusterCapacityReport Cloud Provider Technical Administrator Virtual_DCCapacityColumnChart Cloud Provider Technical Administrator Step 10 Proceed to Configure Cloud Provider Technical Administrator Organization.Configure Cloud Provider Technical Administrator Organization The next step in the upgrade is to configure settings for the Cloud Provider Technical Administrator Organization. You will make the following modifications: 1. Add Starter Edition Roles to the Cisco Intelligent Automation For Cloud Roles Group 2. Modify the Default Email Notification TemplatesAdd Starter Edition Roles to the Cisco Intelligent Automation For Cloud Roles Group Add the four Starter Edition roles—Cloud Provider Technical Administrator, Organization Technical Administrator, Virtual and Physical Server Owner, and Virtual Server Owner—to the pre-defined Cisco Intelligent Automation for Cloud Roles group. Adding the roles to the Roles group makes it easier to find them if you need to make changes. To add the Starter Edition roles to the Cisco Intelligent Automation for Cloud Roles group, perform the following steps. Step 1 Open Cloud Portal and log in as the Site Administrator. Step 2 Choose Organization Designer from the module drop-down list, and then click the Roles tab. The Role Hierarchy pane appears on the left side of the Roles window. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 3 Click Cisco Intelligent Automation for Cloud Roles in the Role Hierarchy pane. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-38 OL-26427-01
  • 89. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Figure 3-49 Organization Designer—Cisco Intelligent Automation for Cloud Roles Group Before Adding the Sub-roles Step 4 In the Sub Roles pane, click Add to open the Select Role dialog box. Step 5 Click Search to browse for the role you want to add. You can use the wildcard * to search for all organizational units or to narrow the search results. Step 6 Check the following check boxes, and then click Add. • Cloud Provider Technical Administrator • Organization Technical Administrator • Virtual and Physical Server Owner • Virtual Server Owner Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-39
  • 90. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Figure 3-50 Organization Designer—Cisco Intelligent Automation for Cloud Roles Group After Adding the Sub-roles Step 7 Proceed to Modify the Default Email Notification Templates. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-40 OL-26427-01
  • 91. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Modify the Default Email Notification Templates Starter Edition includes a set of default email notification templates that you customize for an organization. The cloud system sends the email notifications in response to events such as orders and system errors. Before users can start ordering cloud services, you must configure the email notification templates with the relevant sender and recipient addresses. To modify the default email notification templates, perform the following steps. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the System Settings tab to open the portlet. Figure 3-51 System Settings Portlet Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-41
  • 92. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 3 On the System Settings portlet, click Modify Email Templates to open the form. Figure 3-52 Email Templates Form Step 4 On the Request Center tab in the Email Templates panel, click Add Role Completion Notification in the list. Step 5 In the General pane, modify any or all of the following attributes: Field Action Name Enter the name of the template. Subject Enter the subject of the notification. From Enter a valid address to use as the sender. To(s) Enter one or more valid recipient email addresses. For multiple recipients, separate email addresses using semi-colons. Note You can use namespace variables in this field. For information on using namespaces, see the Cisco Service Portal Namespace Users Guide. Language Leave as is. In the current release, only US English is supported; any language selection you make will be ignored. Type Click the Request Center radio button. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-42 OL-26427-01
  • 93. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 6 For the editing window, click one of the following radio buttons to choose an editor. • HTML Part (shown in Figure 3-52 on page 3-42) • Text Part (shown in Figure 3-53 on page 3-43) Step 7 In the editing panel, modify default content and add optional content as needed. Figure 3-53 Notification Template—Editing Panel Step 8 Click Update. Step 9 Repeat Step 4 through Step 8 for the following email templates on the Request Center tab: • Add Role Completion Notification • Ad-Hoc Task Started • Connection Cloud Platform Elements Completed Email • CPO Error Notification Physical Server • CPO Error Notification VM • Default Late Activity • Failure to Create Network • Failure to Create Target Notification • Lease Expiration - First Warning • Lease Expiration - Second Warning • My Services Departmental Reviews Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-43
  • 94. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 • My Services Financial and Departmental Authorizations • My Services Group Reviews • Notification System Error in Service Request • Order VM from Template Completion Notification • Process Escalation • Remove Role Completion Notification • Service Canceled Notification • Service Complete Notification • Service Confirmation Customer Acknowledgement • Service Link Error on External Task • Service Rejected Notification • Service Started Email • Task Fulfillment Escalation Notification • Task Fulfillment Pending Notification • Tenant Management Complete Notification Step 10 Proceed to Configure Agent Properties.Configure Agent Properties To configure agent properties for all REX agents and HTTP agents, perform the following steps: 1. 2. Set Username and Password for REX Set REX Agent Properties 3. Start “REX Set REX Agent Properties” and “REX Set REX HTTP Properties” Agents 4. Set REX Agent Configuration 5. Set HTTP Agent Configuration 6. Start All Other AgentsSet Username and Password for REX Set REX Agent Properties Step 1 On the Step 1: Agent Properties Configuration portlet, click Set username and password for REX Set REX Agent Properties to open the Manage Integrations portal page. Step 2 In the Agents pane, click REX Set REX Agent Properties > Outbound Properties. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-44 OL-26427-01
  • 95. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Figure 3-54 REX Set REX Agent Properties Step 3 In the REXOutboundAdapter.Username field, enter the REX login name that you created in the Create Person form. Step 4 In the REXOutboundAdapter.Password field, enter the REX password in the Create Person form. Step 5 Click Save. Step 6 Proceed to Start “REX Set REX Agent Properties” and “REX Set REX HTTP Properties” Agents.Start “REX Set REX Agent Properties” and “REX Set REX HTTP Properties” Agents Step 1 Choose Service Link from the module drop-down list, and then click the Control Agents tab. Step 2 On the Control Agents portal page, select both REX Set REX Agent Properties and REX Set HTTP Agent Properties by pressing and holding Shift, and clicking the red icons beside the agent names. Step 3 Click Start Selected. The red icons turn to green, indicating that they are now sending and receiving. Step 4 Proceed to Set REX Agent Configuration.Set REX Agent Configuration Configure all of the REX agent properties, and then verify that the agents are configured correctly. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal, click the System Settings tab to open the portlet. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 3-45
  • 96. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 3 On the System Settings portlet (Figure 3-51 on page 3-41), click Set REX Agent Configuration to open the form. Figure 3-55 Set REX Agent Configuration Form Step 4 On the Set REX Agent Configuration form, enter the REX account login name, and then enter and re-enter the REX account password. Step 5 Click Submit Order to submit the form and display the Order Confirmation page for the service that you ordered. Do not close the order confirmation. Figure 3-56 Set REX Agent Configuration—Order Confirmation Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide3-46 OL-26427-01
  • 97. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 6 In the Requisition Details pane, click the requisition number to open the requisition summary page. Figure 3-57 Set REX Agent Configuration—Order Summary Step 7 Click Comments & History in the menu on the right side of the window. Figure 3-58 Set REX Agent Configuration—Comments and History Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-47
  • 98. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 8 In the System History pane, look for errors. If the REX agents are configured correctly, you will see a message for each agent stating that is was updated successfully. Step 9 Click X in the upper right corner to close the Comments and History window. Step 10 Proceed to Set HTTP Agent Configuration.Set HTTP Agent Configuration To configure all of the HTTP agent properties, and then verify that the agents are configured correctly, perform the following steps. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal, click the System Settings tab to open the portlet. Step 3 On the System Settings portlet (Figure 3-51 on page 3-41), click Set REX Agent Configuration to open the form. Figure 3-59 Set HTTP Agent Configuration Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-48 OL-26427-01
  • 99. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1 Step 4 On the Set HTTP Agent Configuration, provide following information: Field Action Process Orchestrator Hostname Enter the fully qualified hostname or IP address of the Tidal Enterprise Orchestrator (TEO) server. For example, teo01.xyzco.com or 192.168.100.101. Process Orchestrator Username Enter the Windows username that will be used to connect to the TEO server. Process Orchestrator Password Enter and then re-enter the password associated with the Confirm Process Orchestrator Password TEO username. Process Orchestrator Domain Enter the Windows domain for the TEO user. Cloud Portal Hostname Enter the fully qualified hostname or IP address of Cloud Portal. For example, cp01.xyzco.com or 192.168.100.102. Step 5 Click Submit Order to submit the form and display the Order Confirmation page for the service that you ordered. Do not close the order confirmation. Step 6 In the Requisition Details pane on the Order Confirmation page (Figure 3-56 on page 3-46), click the requisition number to open the requisition summary page. Step 7 Click Comments & History in the menu on the right side of the window (Figure 3-57 on page 3-47). Step 8 In the System History pane on the Comments and History page (Figure 3-58 on page 3-47), look for errors. If the HTTP agents are configured correctly, you will see a message that the agent was updated successfully. Step 9 Click X in the upper right corner to close the Comments and History window. Step 10 Proceed to Start All Other Agents. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 3-49
  • 100. Chapter 3 Installing or Upgrading Cisco Cloud Portal Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1Start All Other Agents Step 1 Choose Service Link from the module drop-down list, and then click the Control Agents tab. Step 2 Select all agents by pressing and holding Shift, clicking the red icons beside the first and then last agent name, and then click Start Selected. The red icons turn to green, indicating that they are now sending and receiving. Step 3 If the Agents table spans multiple pages, scroll to the additional pages, and repeat Step 2. The upgrade is now complete. You do not need to make further updates or changes, or perform any of the configurations presented in this guide. To make changes to your current Starter Edition configuration, see the Cisco Intelligent Automation for Cloud Starter Edition User Guide (last revised June 2012). Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 3-50 OL-26427-01
  • 101. CH A P T E R 4 Setting Up Directory Integration Note Before you can perform the tasks in this chapter, you MUST complete all of the tasks, in sequence, that are presented in the previous chapters. You cannot proceed unless you have installed the REX adapter and performed necessary initial configurations for Tidal Enterprise Orchestrator and Cisco Cloud Portal. Cisco Cloud Portal can integrate with directory servers to synchronize user information. This synchronization can be initiated whenever a user logs on or is selected or during Person Lookup in Cloud Portal. Prior to configuring integration in Cloud Portal, you must have a directory server installed and populated with corporate data. Note See the Cisco Service Portal Directory Integration User and API Guide for prerequisites and complete instructions on configuring directory integration. This appendix guides you through setting up directory integration. It includes the following sections: • Create User Groups for the Cloud Portal Roles, page 4-2 • Configure Datasource Information, page 4-2 • Configure and Test Mappings, page 4-4 • Configure Events, page 4-6 Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 4-1
  • 102. Chapter 4 Setting Up Directory Integration Create User Groups for the Cloud Portal RolesCreate User Groups for the Cloud Portal Roles Before you set up directory integration in Cloud Portal, you must first create user groups in the directory for the four Cloud Portal roles. These user groups will be the containers for identifying user role assignments. Set up a user group for each of the following roles, using the exact role names as shown: • Cloud Provider Technical Administrator • Organization Technical Administrator • Virtual Server Owner • Virtual and Physical Server Owner Consult the documentation that came with your directory software for instructions on setting up user groups.Configure Datasource Information Perform the following steps to add a datasource and test the connection. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Connections tab. Figure 4-1 Connections Portlet Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 4-2 OL-26427-01
  • 103. Chapter 4 Setting Up Directory Integration Configure Datasource Information Step 3 In the Connections portlet, click Directory Server Connection Information. Step 4 On the Directory Server Connection Information form, click Add to open the Datasource Configuration pane. Figure 4-2 Directory Integration—Datasources Form Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 5 In the Add or Edit a Datasource area, enter a name for the datasource. Step 6 Optional. Enter a description of the datasource. Step 7 Expand Select protocol and server product, and then specify the following: Drop-down List Setting Protocol LDAP Server Product Choose your server product (Sun One, MS Active Directory, or IBM Tivoli Directory Server) from the drop-down list. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 4-3
  • 104. Chapter 4 Setting Up Directory Integration Configure and Test Mappings Step 8 Expand Connection Information, and then specify the following required datasource information in the definition area. Datasource Setting Authentication Method Simple (plain text username and password) Mechanism Non SSL BindDN The bind-distinguished name (BindDN) value looks like the following example: CN=Frank Donohue,OU=XYZco-Dups,OU=Users,OU=San-Jose, OU=California,OU=USA,DC=XYZcohost,DC=local To query the BindDN value, open a command prompt on the Windows server and execute the following command: dsquery user -name "[name]*" Host Fully qualified hostname or IP address of the LDAP directory server. For example: XYZcohost.local Port Number 389 Password Password for the user specified as the BindDN User BaseDN The directory from which to start searching for persons in the directory. For example: DC=XYZcohost,DC=local Step 9 Click Update. Step 10 Check the check box next to the newly added datasource and click Test Connection. The Test Status column displays OK if the connection is successful. Step 11 Proceed to the next section, Configure and Test Mappings.Configure and Test Mappings Perform the following steps to map the Cloud Portal data to the directory server data, and then test the mapping. It is recommended that you test the mappings to ensure proper functionality. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Connections tab. Step 3 In the Connections portlet, click Directory Server Connection Information to open the form. Step 4 Click Mappings in the menu on the right side of the window. Step 5 Click Add to display the Mapping Configuration pane. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 4-4 OL-26427-01
  • 105. Chapter 4 Setting Up Directory Integration Configure and Test Mappings Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 6 In the Add or edit a mapping name area, enter a name for the datasource. Step 7 Enter the required information in the text fields. The following table provides examples of datasource mappings for person data. Person Data Example Mapping Attribute First Name givenName Last Name sn Login ID sAMAccountName Personal Identification sAMAccountName Email Address #sAMAccountName#@XYZco.com1 or mailto:#sAMAccountName#@XYZco.com1 Home Organization Unit expr:#company#=(.+)?(#company#):XYZco.com1 Password sAMAccountName Role List expr:#desciption#=(.+)?(#description#):Site Administrator 1. Change XYZco.com to your own company domain. Step 8 Expand Optional Personal Data Mappings at the bottom of the Mapping Configuration pane to display the Personal Data fields. Step 9 Enter mapping attributes for Role list that assigns appropriate user role to one of the four directory user groups (see LDAP requirement, Table 1-2 in Chapter 1, “Solution Prerequisites”) using the user regular expressions. For an example of the correct syntax, see Home Organization Unit in the preceding table. Step 10 Click Update. Step 11 Test the mapping using the Test Mapping tool. This tool must be enabled in Cloud Portal prior to testing mappings. For more information, see the Cisco Service Portal Directory Integration User and API Guide. Step 12 Proceed to the next section, Configure Events. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 4-5
  • 106. Chapter 4 Setting Up Directory Integration Configure EventsConfigure Events You must now configure the directory integration behavior for the following events: • Login • Person Lookup for Service Form Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Connections tab. Step 3 In the Connections portlet, click Directory Server Connection Information to open the form. Step 4 Click Events in the menu on the right side of the window. Step 5 In Events pane, click Edit next to the Login event to display the Event Configuration pane. Step 6 Choose Enabled from the Event Status drop-down list. Step 7 Click Add step, and then specify the following information for Step 1: Field Action Operation Choose External Authentication. Additional Options Click Options, and then enter the EUABindDN using the following convention: <host>#LoginId# Note You must provide the EUABindDN value, which is critical for login events. Step 8 Click Update. Step 9 Click Add step and specify the following information for Step 2: Field Action Operation Choose Import Person from the drop-down list. Additional Options Click Options, and select the following settings: • Refresh Person Profile • Ensure that the check box is checked. • Refresh Period (Hours) • Leave this field blank. If a value populates the field, delete the value. • Do not create Group/OU • Organizational Unit—Check the check box. • Group—Uncheck the check box. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 4-6 OL-26427-01
  • 107. Chapter 4 Setting Up Directory Integration Configure Events Step 10 Click Update. Step 11 In Events pane, click Edit next to the Person Lookup for Service Form event to expand the Event Configuration pane. Step 12 Choose Enabled from the Event Status drop-down list. Step 13 Click Add step, and then specify the following information for Step 1: Field Action Operation Choose Import Person from the drop-down list. Additional Options Click Options, and select the following settings: • Refresh Person Profile Ensure that the check box is checked. • Refresh Period (Hours) Leave this field blank. If a value populates the field, delete the value • Do not create Group/OU • Organizational Unit—Check the check box • Group—Uncheck the check box Step 14 Click Update. Step 15 Repeat for all user groups. Step 16 Log out of Cloud Portal, and then log back in as the Cloud Administrator. Proceed to Chapter 5, “Setting Up Cisco Cloud Portal.” Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 4-7
  • 108. Chapter 4 Setting Up Directory Integration Configure Events Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide4-8 OL-26427-01
  • 109. CH A P T E R 5 Setting Up Cisco Cloud Portal Note Before you can perform the tasks in this chapter, you MUST complete all of the tasks, in sequence, that are presented in the previous chapters. You cannot proceed unless you have installed the REX adapter and performed necessary initial configurations for Tidal Enterprise Orchestrator and Cisco Cloud Portal. This chapter guides you through preparing Cisco Cloud Portal for configuration. It includes the following sections: • Apply the Hotfix • Enable Web Services • Create a Local User for the REX Adapter • Create a Local User for nsAPI • Create a Dropbox for Data Synchronization Note Perform every task this chapter exactly as instructed and in the sequence that is presented. Do not skip sections. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 5-1
  • 110. Chapter 5 Setting Up Cisco Cloud Portal Apply the HotfixApply the Hotfix Before setting up Tidal Enterprise Orchestrator in the next section, you must apply the hotfix for Cisco Cloud Portal. Contact Cisco Support Services for information on obtaining the hotfix. The hotfix zip file includes a readme with instructions on applying the hotfix. After applying the hotfix, proceed to the next section, Enable Web Services.Enable Web Services When you imported the Intelligent Automation for Compute automation pack (page 2-9), you enabled web services and specified HTTP port and authentication. You must also enable web services in Cloud Portal. Step 1 On the Cloud Portal Home page, choose Administration from the module drop-down list. Step 2 On the Administration Home page, click Personalize Your Site. Figure 5-1 Administration Home Page—Personalize Your Site Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 5-2 OL-26427-01
  • 111. Chapter 5 Setting Up Cisco Cloud Portal Create a Local User for the REX Adapter Step 3 On the Customizations page, scroll down to the bottom of the page, and click the On radio button for the Enable Web services setting. Click Update immediately under the Web services setting. Figure 5-2 Customizations—Enabling Web Services Step 4 Proceed to the next section, Create a Local User for the REX Adapter.Create a Local User for the REX Adapter Create a user account with Site Administration permissions that will be used exclusively for the REX adapter. Note If you are using a directory service to import user and organization information, you can still create this local user account by using the following steps, whether the directory is enabled or not. Step 1 Choose Organization Designer from the module drop-down list, and then click Create Person in the Common Tasks pane on the left side of the window. Figure 5-3 Organization Designer—Create Person Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 5-3
  • 112. Chapter 5 Setting Up Cisco Cloud Portal Create a Local User for the REX Adapter Step 2 On the Create Person form, provide the following information: Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Field Description First Name Enter rex. Last Name Enter user. Email Enter a valid, actively monitored email address. This will be the address where notifications relating to the REX adapter user account will be sent. Time Zone Choose (GMT) Greenwich Mean Time from the drop-down list. Note This setting is mandatory. Language Leave as is. In the current release, only US English is supported; any language selection you make will be ignored. Home OU Click the Browse tool to open the Select an Organizational Unit dialog box. Click Search, click the Site Administration radio button, and then click Add. Note This assignment is temporary until you create the Cloud Provider Technical Administrator home organization when you configure Cloud Portal. Steps for creating the Cloud Provider Technical Administrator home organization unit are provided later in this guide. Notes Optional. Login Enter rexuser. Password Enter and then confirm a password for the REX adapter user account. Confirm Password Step 3 Click Create. Step 4 Proceed to the next section, Create a Local User for nsAPI. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 5-4 OL-26427-01
  • 113. Chapter 5 Setting Up Cisco Cloud Portal Create a Local User for nsAPICreate a Local User for nsAPI Create a user account exclusively for use when configuring Cloud Portal API. You will need these credentials for Cisco Cloud Portal Integration API Connection when you import the Intelligent Automation for Cloud automation pack later in this chapter. Step 1 Choose Organization Designer from the module drop-down list, and then click Create Person in the Common Tasks pane on the left side of the window. Step 2 On the Create Person form (Figure 5-3), provide the following information: Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Field Description First Name Enter nsapi. Last Name Enter user. Email Enter a valid, actively monitored email address. This will be the address where notifications relating to the nsAPI user account will be sent. Time Zone Choose (GMT) Greenwich Mean Time from the drop-down list. Note This setting is mandatory. Language Leave as is. In the current release, only US English is supported; any language selection you make will be ignored. Home OU Click the Browse tool to open the Select an Organizational Unit dialog box. Click Search, click the Site Administration radio button, and then click Add. Note This assignment is temporary until you create the Cloud Provider Technical Administrator home organization when you configure Cloud Portal. Steps for creating the Cloud Provider Technical Administrator home organization unit are provided later in this guide. Notes Optional. Login Enter nsapiuser. Password Enter and then confirm a password for the nsAPI user account. Confirm Password Step 3 Click Create. Note In the next steps, you will set the calendar for the nsAPI user. Step 4 In Organization Designer, click the People tab. Step 5 In the People pane on the left side of the window, locate and click the name of the nsAPI user. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 5-5
  • 114. Chapter 5 Setting Up Cisco Cloud Portal Create a Dropbox for Data Synchronization Step 6 From the menu on the left side of the screen, choose Calendar. Step 7 In the Calendar pane, change all time values in the To column to 11:59 PM. Figure 5-4 Organization Designer—Calendar Step 8 Click Update. Step 9 Proceed to the next section, Create a Dropbox for Data Synchronization.Create a Dropbox for Data Synchronization Create a dropbox that Cloud Portal and Tidal Enterprise Orchestrator will use to exchange information. Step 1 Create the dropbox folder: • Windows: Create a folder called c:dropbox on Cloud Portal, and then share it with Tidal Enterprise Orchestrator. • Linux: Create a folder called dropbox on Cloud Portal. Tidal Enterprise Orchestrator will access the dropbox for data synchronization via SFTP. Ensure the dropbox folder is read/write accessible for everyone. Step 2 In the dropbox folder, create three sub-folders using the following suggested names: • input • backup • temp Step 3 Proceed to Chapter 6, “Deploying Catalogs, Portals, and Agents.” Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 5-6 OL-26427-01
  • 115. CH A P T E R 6 Deploying Catalogs, Portals, and Agents Note Before you can perform the tasks in this chapter, you MUST complete all of the tasks, in sequence, that are presented in the previous chapters. You cannot proceed unless you have installed the REX adapter and performed necessary initial configurations for Cisco Cloud Portal. This chapter walks you through importing, deploying, and configuring important components of Starter Edition—catalogs, portals, and agents. It includes the following sections: • Deploy Starter Edition Service Catalogs • Import and Deploy Portal Packages • Modify Maximum Numbers for Tabs, Portals, and Portlets • Modify Column Settings for the Site Homepage • Add Portal Access to My Workspace • Set Permissions for Portal Pages and Portlets • Configure Agent Properties Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 6-1
  • 116. Chapter 6 Deploying Catalogs, Portals, and Agents Deploy Starter Edition Service CatalogsDeploy Starter Edition Service Catalogs Note The REX adapter must be installed on the Cloud Portal server before you import and deploy the service catalogs. If you have not installed the REX adapter, see Chapter 2, “Configuring Tidal Enterprise Orchestrator.” The Starter Edition service catalog and portal content is included in files that are extracted when the Intelligent Automation for Cloud Starter automation pack is imported. These files must be imported and deployed in Cloud Portal. In this section, you will perform the following tasks in sequence: • Copy Service Catalog Files to Cloud Portal Server • Import and Deploy Service CatalogsCopy Service Catalog Files to Cloud Portal Server The Starter Edition service catalog files that are extracted when the Intelligent Automation for Cloud Starter automation pack is imported must be copied from the Tidal Enterprise Orchestrator server to the Cloud Portal server to facilitate importing and deploying Starter Edition in Cloud Portal. Step 1 On the Tidal Enterprise Orchestrator server, navigate to the location where the files were extracted during the automation pack import process. By default, the files are copied to the following location on the server: C:Users[username]DocumentsCiscoTidal Enterprise OrchestratorExtracted DataCisco Cloud Portal Service Catalog 9.3 Step 2 Copy the following files to a folder on the Cloud Portal server: • CP_Common_SE_3-0-1.xml • CP_IPAM_SE_3-0-1.xml • CP_LeaseManagement_SE_3-0-1.xml • CP_Metric_SE_3-0-1.xml • CP_PhysicalServerRequests_SE_3-0-1.xml • CP_Sandbox_SE_3-0-1.xml • CP_ServerOperations_SE_3-0-1.xml • CP_SharedServerZone_SE_3-0-1.xml • CP_SystemSetup_SE_3-0-1.xml • CP_TenantManagement_SE_3-0-1.xml • CP_VMRequests_SE_3-0-1.xml Step 3 Proceed to the next section, Import and Deploy Service Catalogs. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-2 OL-26427-01
  • 117. Chapter 6 Deploying Catalogs, Portals, and Agents Deploy Starter Edition Service CatalogsImport and Deploy Service Catalogs Perform the following procedure to import and deploy catalogs in Cloud Portal. Note You must be logged into Cloud Portal with administrator permissions to perform the procedures in this chapter. Step 1 Open Cloud Portal in your browser and log in as an Administrator. Step 2 Choose Catalog Deployer from the module drop-down list. Step 3 In the Deployment Packages pane, and choose New > Import from the drop-down list. Figure 6-1 Catalog Deployer—Import Menu Step 4 On the Import Package from File dialog box, click Browse to navigate to the folder where you saved the service catalog files. (See Step 2 in Copy Service Catalog Files to Cloud Portal Server, page 6-2.) Step 5 Select the CP_Common_SE.xml file and click Import. Step 6 On the Package Import dialog box, when the message Package Imported Successfully displays, click OK. The Deployment Packages window refreshes to display the imported package in the Received for Deployment view. Step 7 Repeat Step 3 through Step 6 to import the all of the remaining catalog files: • CP_Common_SE_3-0-1.xml • CP_IPAM_SE_3-0-1.xml • CP_LeaseManagement_SE_3-0-1.xml • CP_Metric_SE_3-0-1.xml • CP_PhysicalServerRequests_SE_3-0-1.xml • CP_Sandbox_SE_3-0-1.xml • CP_ServerOperations_SE_3-0-1.xml • CP_SharedServerZone_SE_3-0-1.xml • CP_SystemSetup_SE_3-0-1.xml • CP_TenantManagement_SE_3-0-1.xml • CP_VMRequests_SE_3-0-1.xml Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 6-3
  • 118. Chapter 6 Deploying Catalogs, Portals, and Agents Deploy Starter Edition Service Catalogs Step 8 In the Deployment Packages pane, and choose New > Deploy Multiple Packages from the drop-down list. Figure 6-2 Catalog Deployer—Deploy Multiple Packages Menu Step 9 On the Batch Deployment tab, click Add Packages (Figure 6-3 on page 6-4). Figure 6-3 Catalog Deployer—Batch Deployment Step 10 On the Select Packages dialog box, check the check boxes of the packages you need to import, and then click Select. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide6-4 OL-26427-01
  • 119. Chapter 6 Deploying Catalogs, Portals, and Agents Deploy Starter Edition Service Catalogs Figure 6-4 Select Packages Step 11 On the Batch Deployment tab, check the Selected Items check box and ensure that all check boxes in the folder are checked (Figure 6-5 on page 6-5). Figure 6-5 Batch Deployment—Deploy Multiple Packages Step 12 Click Deploy. Step 13 When each package displays Succeeded next to it, click Done. Step 14 Proceed to the next section, Import and Deploy Portal Packages. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 6-5
  • 120. Chapter 6 Deploying Catalogs, Portals, and Agents Import and Deploy Portal PackagesImport and Deploy Portal Packages Starter Edition ships with packaged stylesheets, image files, portlets and portal pages to provide an easy-to-use portal for ordering services. This section guides you through deploying Starter Edition content in Cloud Portal. In this section, you will perform the following tasks in sequence: • Copy StarterEditionPortlets_9.3.1.zip and extract files • Configure Cloud Portal Stylesheets • Import Portal PagesCopy StarterEditionPortlets_9.3.1.zip and Extract Files The Intelligent Automation for Cloud Starter automation pack includes the file StarterEditionPortlets_9.3.1.zip, which was extracted to the Tidal Enterprise Orchestrator server when you imported the automation pack. (See Intelligent Automation for Cloud Starter Automation Pack, page 2-13.) StarterEditionPortlets.zip contains the files you need to deploy portlets, JavaScripts, images, and stylesheets to Cloud Portal. Step 1 On the Tidal Enterprise Orchestrator server, navigate to the following folder where StarterEditionPortlets_9.3.1.zip was extracted. The default location is: C:Users[username]DocumentsCiscoTidal Enterprise OrchestratorExtracted Data Cloud Portal Service Catalog 9.3 Step 2 Extract StarterEditionPortlets_9.3.1.zip to a temporary location. It will create a StarterEditionPortlets_9.3.1 folder. Step 3 Stop the Request Center and Service Link services: a. Click Start > Control Panel > Administrative Tools > Services. b. In the Services window, right-click CiscoServicePortal Request Center and choose Stop. c. In the Services window, right-click CiscoServicePortal Service Link and choose Stop. d. Close the Services window. Step 4 In the StarterEditionPortlets_9.3.1 folder, locate RequestCenter_war.zip, and then extract it to the following directory: <CiscoServicePortal>jboss-4.2.3.GAserverRequestCenterdeployRequestCenter.ear RequestCenter.war Step 5 Restart the CiscoServicePortal Request Center and CiscoServicePortal Service Link services. Step 6 Proceed to the next section, Configure Cloud Portal Stylesheets. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-6 OL-26427-01
  • 121. Chapter 6 Deploying Catalogs, Portals, and Agents Import and Deploy Portal PackagesConfigure Cloud Portal Stylesheets You must now configure Cloud Portal to use the stylesheets that are packaged with Starter Edition. Perform the following steps to configure the stylesheets in Cloud Portal. Step 1 Open Cloud Portal in your browser and log in to the application. Step 2 On the Cloud Portal Home page, choose Administration from the module drop-down list. Step 3 On the Administration Home page, click Personalize Your Site. Figure 6-6 Administration—Personalize Your Site Step 4 On the Customizations page, scroll down the common settings pane (about halfway down the page) and click the On radio button for the Enable Custom Style Sheets setting. Figure 6-7 Customizations—Enabling Custom Style Sheets Step 5 Click Update at the bottom of the page to save the settings. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 6-7
  • 122. Chapter 6 Deploying Catalogs, Portals, and Agents Import and Deploy Portal Packages Step 6 Click Custom Styles in the right menu. Figure 6-8 Custom Styles Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 7 Click Add to open the Custom Style Properties window. Figure 6-9 Custom Styles—Custom Style Properties Step 8 In the Name field, enter Cisco Intelligent Automation for Cloud Starter Edition. Step 9 Check the Make this Style the default for the entire site check box. Step 10 In the Style Directory field, click Browse. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide6-8 OL-26427-01
  • 123. Chapter 6 Deploying Catalogs, Portals, and Agents Import and Deploy Portal Packages Figure 6-10 Custom Styles—Custom Directory Step 11 Click the StarterEdition radio button, and then click OK. Step 12 On the Custom Style Properties window, click Create to add the custom style. Figure 6-11 Custom Style Properties—Associated Organization Units Step 13 On the Custom Style Properties page, navigate to the Associated Organizational Units area. Step 14 Click Add to open the Search for Organizational Units dialog box. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 6-9
  • 124. Chapter 6 Deploying Catalogs, Portals, and Agents Import and Deploy Portal Packages Step 15 Click Search to browse for the organizational units to which to associate the custom style properties. You can use the wildcard * to search for all organizational units or to narrow the search results. Figure 6-12 Search for Organizational Units Step 16 Check the Site Administration check box, and then click Add. Step 17 Proceed to the next section, Import and Deploy Portal Pages.Import and Deploy Portal Pages Deploy the Starter Edition portal page content by importing it from the All_Portal_Pages.xml portal page file, located in the StarterEditionPortlets_9.3.1 folder. Step 1 In Cloud Portal, choose Portal Designer from the module drop-down list. Step 2 On the Portal Designer Home page, click the Portal Pages tab. Step 3 In the left navigation pane, click Actions and choose Import from the drop-down list. Figure 6-13 Portal Designer—Import Portal Pages Menu Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-10 OL-26427-01
  • 125. Chapter 6 Deploying Catalogs, Portals, and Agents Modify Maximum Numbers for Tabs, Portals, and Portlets Step 4 On the Import Portal Pages dialog box, click the Overwrite radio button in the Conflict Resolution field. Figure 6-14 Import Portal Pages Step 5 In the Import from File field, click Browse to navigate to the StarterEditionPortlets folder that you extracted in Copy StarterEditionPortlets_9.3.1.zip and Extract Files, page 6-6. a. On the Choose File to Upload dialog box, select the All_Portal_Pages.xml file and click Open. b. On the Import Portal Pages dialog box, click Import. c. Close the Import Complete dialog box. Step 6 Refresh your browser to view the imported portal page. Step 7 Proceed to the next section, Modify Maximum Numbers for Tabs, Portals, and Portlets.Modify Maximum Numbers for Tabs, Portals, and Portlets The portal pages and portlets that you imported and deployed will be accessible in the My Workspace module in the form of tabs. Before you add tabs in My Workspace for portal access, you must first modify the maximum number of tabs, portal pages, and portlets that can be displayed. Step 1 In Cloud Portal, choose Portal Designer from the module drop-down list, and then click the Portal Settings tab. Figure 6-15 Portal Designer—Modify Maximum Numbers of Tabs, Portal Pages, and Portlets Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 6-11
  • 126. Chapter 6 Deploying Catalogs, Portals, and Agents Modify Maximum Numbers for Tabs, Portals, and Portlets Step 2 Click the cell in the Value column for each of the following settings and enter the corresponding value. Field Value Maximum Number of Tabs in Portal 10 Maximum Number of Portlets on a Tab 6 Maximum Number of Grid Portlets on a Tab 6 Maximum Number of Private Pages in Portal 2 nsAPI Page Size 20 Step 3 Click Update. Step 4 Proceed to the next section, Modify Column Settings for the Site Homepage. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide6-12 OL-26427-01
  • 127. Chapter 6 Deploying Catalogs, Portals, and Agents Modify Column Settings for the Site HomepageModify Column Settings for the Site Homepage The columns setting for Site Homepage must be set to 3. Check the column settings and modify, if necessary. Step 1 In Portal Designer, click the Portal Pages tab. Step 2 In the left navigation pane, expand the System folder and select the Site Homepage portal page. Figure 6-16 Portal Designer—Modify Maximum Numbers of Tabs, Portal Pages, and Portlets Step 3 In the Portal Page Information pane, locate the Layout drop-down list. If the Layout is not set to 3 Columns, choose 3 Columns. Step 4 Click Save. Step 5 Proceed to the next section, Add Portal Access to My Workspace. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 6-13
  • 128. Chapter 6 Deploying Catalogs, Portals, and Agents Add Portal Access to My WorkspaceAdd Portal Access to My Workspace Add access, in the form of tabs, to the portal pages and portlets in My Workspace. Note Cloud Portal 9.3.2 ships with reserved portlets for searching, orders, and approvals. The portlets can be added to individual portal pages in My Workspace by clicking buttons on the toolbar. The reserved portlet buttons appear by default. If a user adds a reserved portlet to a portal page, it cannot be removed or edited. However, you can hide the reserved portlet buttons from the toolbar. For instructions on removing the buttons, see Remove Reserved Portlet Buttons from the My Workspace Toolbar, page 10-20. Step 1 Open Cloud Portal and log in to the application as an administrator. Step 2 Choose the My Workspace from the module drop-down list. Figure 6-17 My Workspace—Adding Pages to Portal Step 3 Click + to expand the Open Page dialog box. Figure 6-18 My Workspace—Open Page Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-14 OL-26427-01
  • 129. Chapter 6 Deploying Catalogs, Portals, and Agents Add Portal Access to My Workspace Step 4 Expand the Cisco IAC Starter Edition folder. Step 5 Select a portlet and click Open to add a tab for the portlet. Step 6 Click + to expand the Open Page dialog box. Figure 6-19 My Workspace—Open Page Step 7 Repeat Step 5 for each portlet in the CIAC Starter Edition folder. Step 8 Expand the My Workspace folder, and repeat Step 5 for the My Servers and Order Servers portlets. Step 9 Proceed to the next section, Set Permissions for Portal Pages and Portlets. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 6-15
  • 130. Chapter 6 Deploying Catalogs, Portals, and Agents Set Permissions for Portal Pages and PortletsSet Permissions for Portal Pages and Portlets After you import the portal pages, you must add read-only permissions for the portal pages using the Portal Designer. In this section, you will set permissions for the following portal pages and portlets: • Cisco IAC Starter Edition Administration Portal Pages • My Workspace Portal Pages • System Portal Page • PortletsCisco IAC Starter Edition Administration Portal Pages Set permissions for the following portal pages: • Configuration Wizard • Network Management • Organization Management • System Resources • System Setup • User Management Step 1 In Portal Designer, click the Portal Pages tab. Step 2 In the left navigation pane, expand the Cisco IAC Starter Edition folder and select the Network Management portal page. Step 3 Click the Permissions tab. Figure 6-20 Portal Designer—Permissions Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-16 OL-26427-01
  • 131. Chapter 6 Deploying Catalogs, Portals, and Agents Set Permissions for Portal Pages and Portlets Step 4 Click Add Permission to expand the Add Permission area of the page. Figure 6-21 Portal Designer—Add Permission to Portal Page Step 5 From the Object Type drop-down list, choose Role, and then click Search to display a list of user roles. Step 6 Select Cloud Provider Technical Administrator. Step 7 From the Permissions drop-down list, choose Read Only, and then click Add. Step 8 Repeat Step 2 through Step 7 for the remaining portal pages in the Cisco IAC Starter Edition folder, setting read/write role permissions as shown in the following table. Portal Page User Role with Read/Write Permissions Configuration Wizard Cloud Provider Technical Administrator Network Management Cloud Provider Technical Administrator Organization Management Cloud Provider Technical Administrator System Resources Cloud Provider Technical Administrator System Setup Cloud Provider Technical Administrator User Management Cloud Provider Technical Administrator Organization Technical Administrator Step 9 Proceed to the next section, My Workspace Portal Pages. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 6-17
  • 132. Chapter 6 Deploying Catalogs, Portals, and Agents Set Permissions for Portal Pages and PortletsMy Workspace Portal Pages Assign read-only permissions to each user role for the My Workspace portal pages. Step 1 In Portal Designer, click the Portal Pages tab. Step 2 In the left navigation pane, expand the My Workspace folder and select the My Servers portal page. Step 3 Click the Permissions tab (Figure 6-20 on page 6-16). Step 4 Click Add Permission to expand the Add Permission area of the page (Figure 6-21 on page 6-17). Step 5 From the Object Type drop-down list, choose Role, and then click Search to display a list of available user roles. Step 6 Select Virtual Server Owner, Virtual and Physical Server Owner, Organization Technical Administrator, and Cloud Provider Technical Administrator. Note To select multiple roles, press and hold Shift while clicking each role in the list. Step 7 From the Permissions drop-down list, choose Read Only, and then click Add. Step 8 Repeat Step 2 through Step 7 for the Order Servers portal page. Step 9 Proceed to the next section, System Portal Page.System Portal Page Assign read-only permissions to each user role for the System portal pages. Step 1 In Portal Designer, click the Portal Pages tab. Step 2 In the left navigation pane, expand the System folder and select the Site Homepage portal page. Step 3 Click the Permissions tab (Figure 6-20 on page 6-16). Step 4 Click Add Permission to expand the Add Permission area of the page (Figure 6-21 on page 6-17). Step 5 From the Object Type drop-down list, choose Role, and then click Search to display a list of available user roles. Step 6 Select Virtual Server Owner, Virtual and Physical Server Owner, Organization Technical Administrator, and Cloud Provider Technical Administrator. Note To select multiple roles, press and hold Shift while clicking each role in the list. Step 7 From the Permissions drop-down list, choose Read Only, and then click Add. Step 8 Proceed to the next section, Portlets. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-18 OL-26427-01
  • 133. Chapter 6 Deploying Catalogs, Portals, and Agents Set Permissions for Portal Pages and PortletsPortlets You must also set read-only permissions for user roles specified in the following steps for all of the portlets that you imported. Step 1 In the Portal Designer module, click the Portlets tab. Step 2 In the left navigation pane, expand the HTML folder and select the CloudAdmin_OrgManagement portlet. Step 3 Click the Permissions tab. Step 4 Click Add Permission to expand the Add Permission area of the page (Figure 6-21 on page 6-17). Step 5 From the Object Type drop-down list, choose Role, and then click Search to display a list of the roles that are available. Step 6 Select Cloud Provider Technical Administrator. Step 7 From the Permissions drop-down list, choose Read Only, and then click Add. Step 8 Repeat Step 3 through Step 7 for the remaining portlets in the HTML folder. The following table lists the specific roles that you will assign read-only permissions for each portlet. Portlet User Role CloudAdmin_OrgManagement Cloud Provider Technical Administrator CloudAdmin_SystemSetup Cloud Provider Technical Administrator Configuration_Wizard Cloud Provider Technical Administrator Homepage_Welcome Cloud Provider Technical Administrator Organization Technical Administrator Virtual Server Owner Virtual and Physical Server Owner OrderPage_KnowledgeCenter Virtual Server Owner Virtual and Physical Server Owner OrderPage_OrderPhysicalandVirtualMachine Organization Technical Administrator Virtual and Physical Server Owner OrderPage_OrderVirtualMachine Virtual Server Owner OrgAdmin_UserManagement Cloud Provider Technical Administrator Organizational Technical Administrator Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 6-19
  • 134. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent Properties Step 9 Repeat Step 2 through Step 8 for the portlets in the JavaScript folder. The following table lists the specific roles that you will assign read-only permissions for each portlet. Portlet User Role BladePoolManagementPhysicalPie Cloud Provider Technical Administrator BladePoolManagementPie Cloud Provider Technical Administrator CloudAdmin_ManageServiceItems Cloud Provider Technical Administrator Organization Technical Administrator IPAMGroupFilterGrid Cloud Provider Technical Administrator IPAMNetworkCapacity Cloud Provider Technical Administrator Physical_BCCapacityReport Cloud Provider Technical Administrator ServerOwner_ManageServiceItems Virtual Server Owner Virtual and Physical Server Owner Virtual_ClusterCapacityReport Cloud Provider Technical Administrator Virtual_DCCapacityColumnChart Cloud Provider Technical Administrator Step 10 Proceed to the next section, Configure Agent Properties.Configure Agent Properties Configure agent properties for all REX agents and HTTP agents in the following sections: • Set up REX user account • Set username and password for REX Set REX agent properties • Start REX Set REX Agent Properties and REX Set HTTP Agent Properties agents • Set REX Agent Configuration • Set HTTP Agent Configuration • Start all other agents Note The CIM File Agent will be automatically configured when you set provisioning settings later in the setup and configuration process. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-20 OL-26427-01
  • 135. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent PropertiesSet Up REX User Account Step 1 Choose Organization Designer from the module drop-down list. Step 2 On the Organization Designer home page, click Create Person in the Common Tasks pane. Figure 6-22 Create Person Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 6-21
  • 136. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent Properties Step 3 On the Create Person form, provide the following information: Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Field Description First Name Enter rex. Last Name Enter user. Email Enter a valid, actively monitored email address. This will be the address where notifications relating to the REX adapter user account will be sent. Time Zone Choose (GMT) Greenwich Mean Time from the drop-down list. Note This setting is mandatory. Language Leave as is. In the current release, only US English is supported; any language selection you make will be ignored. Home OU Click the Browse tool to open the Select an Organizational Unit dialog box. Click Search, click the Site Administration radio button, and then click Add. Note This assignment is temporary until you create the Cloud Provider Technical Administrator home organization when you configure Cloud Portal. Steps for creating the Cloud Provider Technical Administrator home organization unit are provided later in this guide. Notes Optional. Login Enter rexuser. Password Enter and then re-enter a password for the REX adapter user account. Confirm Password Step 4 Click Create to submit the form. Step 5 Proceed to the next section, Set Username and Password for REX Set REX Agent Properties. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-22 OL-26427-01
  • 137. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent PropertiesSet Username and Password for REX Set REX Agent Properties Step 1 Choose Service Link from the module drop-down list, and then click the Manage Integrations tab. Step 2 In the Agents tab on the left, expand REX Set REX Agent Properties and click Outbound Properties. Figure 6-23 REX Set REX Agent Properties Step 3 In the REXOutboundAdapter.Username field, enter the REX login name that you created in the Create Person form. Step 4 In the REXOutboundAdapter.Password field, enter the REX password in the Create Person form. Step 5 Click Save. Step 6 Proceed to the next section, Start “REX Set REX Agent Properties” and “REX Set HTTP Agent Properties” Agents. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 6-23
  • 138. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent PropertiesStart “REX Set REX Agent Properties” and “REX Set HTTP Agent Properties”Agents Step 1 Choose Service Link from the module drop-down list, and then click the Control Agents tab. Step 2 Select both REX Set REX Agent Properties and REX Set HTTP Agent Properties by pressing and holding Shift, and clicking the red icons beside the agent names. Step 3 Click Start Selected. The red icons turn to green, indicating that they are now sending and receiving. Step 4 Proceed to the next section, Set REX Agent Configuration.Set REX Agent Configuration Configure all of the REX agent properties, and then verify that the agents are configured correctly. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal, click the System Settings tab to open the portlet. Step 3 On the Agent Properties Configuration portlet, click Set REX Agent Configuration to open the form. Figure 6-24 Set REX Agent Configuration Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-24 OL-26427-01
  • 139. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent Properties Step 4 Enter the REX account login name, and then enter and re-enter the REX account password. Step 5 Click Submit Order to submit the form and display the Order Confirmation page for the service that you ordered. Do not close the order confirmation. Figure 6-25 Set REX Agent Configuration—Order Confirmation Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 6-25
  • 140. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent Properties Step 6 In the Requisition Details pane, click the requisition number to open the requisition summary page. Figure 6-26 Set REX Agent Configuration—Order Summary Step 7 Click Comments & History in the menu on the right side of the window. Figure 6-27 Set REX Agent Configuration—Comments and History Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide6-26 OL-26427-01
  • 141. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent Properties Step 8 In the System History pane, look for errors. If the REX agents are configured correctly, you will see a message for each agent stating that is was updated successfully. Step 9 Click X in the upper right corner to close the Comments and History window. Step 10 Proceed to the next section, Set HTTP Agent Configuration.Set HTTP Agent Configuration Configure all of the HTTP agent properties, and then verify that the agents are configured correctly. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal, click the System Settings tab to open the portlet. Step 3 On the System Settings portlet, click Set REX Agent Configuration to open the form. Figure 6-28 Set HTTP Agent Configuration Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 6-27
  • 142. Chapter 6 Deploying Catalogs, Portals, and Agents Configure Agent Properties Step 4 On the Set HTTP Agent Configuration, provide following information: Field Action Process Orchestrator Hostname Enter the fully qualified hostname or IP address of the Tidal Enterprise Orchestrator (TEO) server. For example, teo01.xyzco.com or 192.168.100.101. Process Orchestrator Username Enter the Windows username that will be used to connect to the TEO server. Process Orchestrator Password Enter and then re-enter the password associated with the Confirm Process Orchestrator Password TEO username. Process Orchestrator Domain Enter the Windows domain for the TEO user. Cloud Portal Hostname Enter the fully qualified hostname or IP address of Cloud Portal. For example, cp01.xyzco.com or 192.168.100.102. Step 5 Click Submit Order to submit the form and display the Order Confirmation page for the service that you ordered. Do not close the order confirmation. Step 6 In the Requisition Details pane on the Order Confirmation page (Figure 6-25 on page 6-25), click the requisition number to open the requisition summary page. Step 7 Click Comments & History in the menu on the right side of the window (Figure 6-26 on page 6-26). Step 8 In the System History pane on the Comments and History page (Figure 6-27 on page 6-26), look for errors. If the HTTP agents are configured correctly, you will see a message that the agent was updated successfully. Step 9 Click X in the upper right corner to close the Comments and History window. Step 10 Proceed to the next section, Start All Other Agents.Start All Other Agents Step 1 Choose Service Link from the module drop-down list, and then click the Control Agents tab. Step 2 Select all agents by pressing and holding Shift, clicking the red icons beside the first and then last agent name. Step 3 Click Start Selected. The red icons turn to green, indicating that they are now sending and receiving. Step 4 Scroll to additional pages, and repeat Step 2 and Step 3. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 6-28 OL-26427-01
  • 143. CH A P T E R 7 Running the Starter Edition Quick Setup Wizard The Cisco Intelligent Automation for Cloud Starter Edition Quick Setup Wizard is a portal that guides you through initial setup and configuration of vital components of Starter Edition. It reduces configuration time by providing access to the various forms and services from one location. This chapter provides instructions for using the Quick Setup Wizard and completing the forms. It contains the following sections: • Overview • Prerequisites • Open the Quick Setup Wizard • Step 1: Agent Properties Configuration • Step 2: Create Cloud Administration • Step 3: Connect Cloud Infrastructure • Step 4: Set Provisioning Settings • Step 5: Register Blades and Templates • Step 6: Add Networks • Step 7: Set Up Shared Zone Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 7-1
  • 144. Chapter 7 Running the Starter Edition Quick Setup Wizard OverviewOverview The Quick Setup Wizard is a portal in My Workspace that walks you through a sequence of critical steps to set up and configure Starter Edition. Figure 7-1 Starter Edition Quick Setup Wizard The Quick Setup Wizard contains seven steps that provide access to forms for configuring requirements. 1. Agent Properties Configuration 2. Cloud Administration 3. Connect Cloud Infrastructure 4. Set Provisioning Settings 5. Register Blades and Templates 6. Add Network 7. Set Up Shared ZonePrerequisites Before you begin using the Quick Setup Wizard, you must ensure that you meet the following prerequisites: • You have installed the hotfix. (See Apply the Hotfix, page 5-2.) • You have installed or upgraded Cisco Cloud Portal with the REX adapter. (See Chapter 3, “Installing or Upgrading Cisco Cloud Portal.”) If you have followed the sequence of steps presented in this guide, as strongly recommended, you should already have these requirements in place. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-2 OL-26427-01
  • 145. Chapter 7 Running the Starter Edition Quick Setup Wizard Open the Quick Setup WizardOpen the Quick Setup Wizard Step 1 Open Cloud Portal and log in as Site Administrator. Step 2 Choose My Workspace from the module drop-down list, and then click the Configuration Wizard tab to open the Quick Setup Wizard. Note If you have not yet added portal access to My Workspace, see Add Portal Access to My Workspace, page 6-14. Step 3 Click Next Step to proceed to Step 1: Agent Properties Configuration in the Quick Setup Wizard.Step 1: Agent Properties Configuration Note For Step 1, you must be logged in as the Site Administrator. Configure agent properties for all REX agents, the CIM File agent, and HTTP agents. Figure 7-2 Quick Setup Wizard—Step 1: Agent Properties Configuration In Step 1, you will perform the following steps to set configure agent properties: • Create account for both REX Agent and nsAPI user • Set username and password for REX Set REX agent properties • Start REX Set REX Agent Properties and REX Set HTTP Agent Properties agents • Set REX Agent Configuration • Set HTTP Agent Configuration • Start all other agents Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-3
  • 146. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties ConfigurationSet Up Account for Both REX and nsAPI Users Step 1 On the Step 1: Agent Properties Configuration screen (Figure 7-2 on page 7-3), click Set Up Account for Both REX and nsAPI Users to open Organization Designer. Step 2 On the Organization Designer home page, click Create Person in the Common Tasks pane. Figure 7-3 Create Person Form Step 3 Set up the REX user account: On the Create Person form, provide the following information: Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Field Description First Name Enter rex. Last Name Enter user. Email Enter a valid, actively monitored email address. This will be the address where notifications relating to the REX adapter user account will be sent. Time Zone Choose (GMT) Greenwich Mean Time from the drop-down list. Note This setting is mandatory. Language Leave as is. In the current release, only US English is supported; any language selection you make will be ignored. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-4 OL-26427-01
  • 147. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties Configuration Field Description First Name Enter rex. Home OU Click the Browse tool to open the Select an Organizational Unit dialog box. Click Search, click the Site Administration radio button, and then click Add. Note This assignment is temporary until you create the Cloud Provider Technical Administrator home organization when you configure Cloud Portal. Steps for creating the Cloud Provider Technical Administrator home organization unit are provided later in this guide. Notes Optional. Login Enter rexuser. Password Enter and then re-enter a password for the REX adapter user account. Confirm Password Step 4 Click Create to submit and close the form. When the form closes, the People portal displays, showing the user information you just entered. If you need to make corrections, make them before proceeding to the next step. Step 5 Click Add in the upper right to add the REX user account to add the nsAPI user. Figure 7-4 Add Another Person Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 7-5
  • 148. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties Configuration Step 6 Set up the nsAPI user account: On the Create Person form (Figure 7-3 on page 7-4), provide the following information: Note The asterisk * next to a field indicates that it is a required field and must contain a valid value Field Description First Name Enter nsapi. Last Name Enter user. Email Enter a valid, actively monitored email address. This will be the address where notifications relating to the nsAPI user account will be sent. Time Zone Choose (GMT) Greenwich Mean Time from the drop-down list. Note This setting is mandatory. Language Leave as is. In the current release, only US English is supported; any language selection you make will be ignored. Home OU Click the Browse tool to open the Select an Organizational Unit dialog box. Click Search, click the Site Administration radio button, and then click Add. Note This assignment is temporary until you create the Cloud Provider Technical Administrator home organization when you configure Cloud Portal. Steps for creating the Cloud Provider Technical Administrator home organization unit are provided later in this guide. Notes Optional. Login Enter nsapiuser. Password Enter and then confirm a password for the nsAPI user account. Confirm Password Step 7 Click Create to close the form and return to Organization Designer. Note In the next steps, you will set the calendar for the nsAPI user. Step 8 In Organization Designer, click the People tab. Step 9 In the People pane on the left side of the window, locate and click the name of the nsAPI user. Step 10 From the menu on the left side of the page, choose Calendar. Step 11 In the Calendar pane, change all time values in the To column to 11:59 PM. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide7-6 OL-26427-01
  • 149. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties Configuration Figure 7-5 Organization Designer—Calendar Step 12 Click Update. Step 13 Click Create to submit the form and return to the Quick Setup Wizard. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 7-7
  • 150. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties ConfigurationSet username and password for REX Set REX Agent Properties Step 1 On the Step 1: Agent Properties Configuration screen, click Set username and password for REX Set REX Agent Properties to open the Manage Integrations portal page. Step 2 In the Agents pane, click REX Set REX Agent Properties > Outbound Properties. Figure 7-6 REX Set REX Agent Properties Step 3 In the REXOutboundAdapter.Username field, enter the REX login name that you created in the Create Person form. Step 4 In the REXOutboundAdapter.Password field, enter the REX password in the Create Person form. Step 5 Click Save to save the information and return to the Quick Setup Wizard.Start REX Set REX Agent Properties and REX Set HTTP Agent Properties Step 1 On the Step 1: Agent Properties Configuration screen, click Start REX Set REX Agent Properties and REX Set HTTP Agent Properties agents to open the Control Agents portal. Step 2 Select both REX Set REX Agent Properties and REX Set HTTP Agent Properties by pressing and holding Shift, and clicking the red icons beside the agent names. Step 3 Click Start Selected. The red icons turn to green, indicating that they are now sending and receiving. Step 4 Proceed to the next section, Set REX Agent Configuration. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-8 OL-26427-01
  • 151. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties ConfigurationSet REX Agent Configuration Configure all of the REX agent properties, and then verify that the agents are configured correctly. Step 1 On the Step 1: Agent Properties Configuration screen, click Set REX Agent Configuration to open the form. Figure 7-7 Set REX Agent Configuration Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-9
  • 152. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties Configuration Step 2 Enter the REX account login name, and then enter and re-enter the REX account password. Step 3 Click Submit Order to submit the form and display the Order Confirmation page for the service that you ordered. Do not close the order confirmation. Figure 7-8 Set REX Agent Configuration—Order Confirmation Step 4 In the Requisition Details pane on the Order Confirmation page, click the requisition number to open the requisition summary page. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide7-10 OL-26427-01
  • 153. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties Configuration Figure 7-9 Set REX Agent Configuration—Order Summary Step 5 Click Comments & History in the menu on the right side of the window. Figure 7-10 Set REX Agent Configuration—Comments and History Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 7-11
  • 154. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties Configuration Step 6 In the System History pane on the Comments and History page, look for errors. If the REX agents are configured correctly, you will see a message for each agent stating that is was updated successfully. Step 7 Close the Comments and History window and return to the Quick Setup Wizard.Set HTTP Agent Configuration Configure all of the HTTP agent properties, and then verify that the agents are configured correctly. Step 1 On the Step 1: Agent Properties Configuration screen, click Set HTTP Agent Configuration to open the form. Figure 7-11 Set HTTP Agent Configuration Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-12 OL-26427-01
  • 155. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 1: Agent Properties Configuration Step 2 Enter the following information: Field Action Process Orchestrator Hostname Enter the name of the host where TEO is installed. Process Orchestrator Username Enter the TEO username that will be used for Cisco Cloud Portal to communicate with Cisco Process Orchestrator via web services. Do not include domain qualification. Process Orchestrator Password Enter and then re-enter the password for the TEO user. Confirm Process Orchestrator Password Process Orchestrator Domain Enter the domain of TEO. Cloud Portal Hostname Enter the name of the host where Cloud Portal is installed. Step 3 Click Submit Order to submit the form and display the Order Confirmation page for the service that you ordered. Do not close the order confirmation. Step 4 In the Requisition Details pane on the Order Confirmation page (Figure 7-8 on page 7-10), click the requisition number to open the requisition summary page. Step 5 Click Comments & History in the menu on the right side of the window (Figure 7-9 on page 7-11). Step 6 In the System History pane on the Comments and History page (Figure 7-10 on page 7-11), look for errors. If the HTTP agents are configured correctly, you will see a message that the agent was updated successfully. Step 7 Close the Comments and History window and return to the Quick Setup Wizard.Start All Other Agents Step 1 On the Step 1: Agent Properties Configuration screen, click Start all other agents to open the Control Agents portal page. Step 2 While pressing and holding Shift, click the first agent in the list, and then click the last agent in the list to select all of the agents, and then click Start Selected. All of the red icons change to green. Step 3 Close the Control Agents portal page to return to the Quick Setup Wizard. Step 4 Click Next Step to proceed to the Step 2: Create Cloud Administration of the Quick Setup Wizard. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-13
  • 156. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 2: Create Cloud AdministrationStep 2: Create Cloud Administration Note For Step 2, you must be logged in as the Site Administrator. Create the home organization for Cloud Provider Technical Administrators. Follow the order of tasks in the sequence presented in Step 2: • Cloud Administration • Add Cloud Administrators Figure 7-12 Quick Setup Wizard—Step 2: Cloud AdministrationCreate the Cloud Administration Home Organization Step 1 On the Step 2: Create Cloud Administration Organization screen (Figure 7-12), click Manually set up account for REX user to open the Add Cloud Administration Organization form. Step 2 On the Add Cloud Administration Organization form, enter the following information: Field Action vCenter Resource Pool Enter the full path to the resource pool that will manage the virtual machines for the organization using the following convention: object1/object2/object3/resource1 Datastore Full Path Enter the full path to the VMware vCenter datastore that will store the virtual machines deployed by users in the organization: object1/object2/object3/resource1 1. The number of objects in a path may vary from what is shown in the examples, depending on the directory structure in your vCenter environment. For help constructing the vCenter cluster and datastore full paths, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-14 OL-26427-01
  • 157. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 2: Create Cloud Administration Step 3 Click Submit Order to submit the form and return to the Quick Setup Wizard. Step 4 Proceed to Add Cloud Administrators.Add Cloud Administrators Add Cloud Provider Technical Administrators to the home organization unit you created in the preceding step of the Quick Setup Wizard. Step 1 On the Step 2: Add Cloud Administrators screen, click Add Cloud Administrator to open the form. Figure 7-13 Add Cloud Administrator Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-15
  • 158. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 2: Create Cloud Administration Step 2 In the Add Cloud Administrator form, choose Create New User from the Action drop-down list. Figure 7-14 Add Cloud Administrator Form Step 3 Provide the following information: Field Action First Name Enter the first and last name of the new Cloud Administrator. Last Name Login Enter a unique login identifier for the Cloud Administrator. Email Enter the new Cloud Administrator’s email address. Time Zone From the drop-down list, choose the time zone associated with the new Cloud Administrators primary address. Password Enter and then re-enter the password for the new Cloud Administrator. Confirm Password Step 4 Click Submit Order to create the new Cloud Administrator and return to the Quick Setup Wizard. Step 5 Log out of Cloud Portal as Site Administrator and close the browser. See Step 3: Connect Cloud Infrastructure for the next steps. Note You must close the browser to clear the Site Administrator credentials. You must be logged in as a Cloud Administrator to access Step 3 through Step 7. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide7-16 OL-26427-01
  • 159. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 3: Connect Cloud InfrastructureStep 3: Connect Cloud Infrastructure Note Before beginning Step 3, you must log out, close your browser, and then log back in as a Cloud Provider Technical Administrator. Define the connection information for the platform elements that will be used in Starter Edition. This information will be used by Tidal Enterprise Orchestrator to integrate with the various components involved in the cloud provisioning processes. In Step 3, you will define the connections for the following platform elements: • VMware vCenter Server • Cisco UCS Manager • Cisco Server Provisioner Figure 7-15 Quick Setup Wizard—Step 3: Connect Cloud Infrastructure If directory integration is enabled for your environment, you must also define the connection information for the LDAP server that will used for the directory server in Starter Edition. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-17
  • 160. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 3: Connect Cloud InfrastructureConnect VMware vCenter Server Step 1 Open Cloud Portal and log in as a Cloud Administrator. Step 2 On the Site Homepage, choose My Workspace from the module drop-down list and click the Configuration Wizard tab. Note If you have not yet added tabs portal access to My Workspace, see Add Portal Access to My Workspace, page 6-14. Step 3 On the Wizard Welcome screen (Figure 7-1 on page 7-2), click Next Step to skip directly to Step 3: Connect Cloud Infrastructure. Step 4 In the Step 3: Connect Cloud Infrastructure screen, click Set Up Connect Cloud Infrastructure to open the Connect Cloud Infrastructure form. Figure 7-16 Connect Cloud Infrastructure Form Step 5 On the Connect Cloud Infrastructure form, choose VMware vCenter Server from the Platform Element Type drop-down list. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-18 OL-26427-01
  • 161. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 3: Connect Cloud Infrastructure Step 6 Specify the following connection information for the VMware vCenter Server: Field Action Host Name Enter the IP address or the name of the server that hosts the VMware vCenter Server. For example: test-esxvc-01.domain.local Port Enter the TCP/IP port used to connect to the VMware vCenter Server. By default, port 443 is used. Description Optional. Enter information that describes the VMware vCenter server. Secure Connection Protocol Click the True or False radio button to indicate whether secure connection protocol is used to connect to the server. True is selected by default. User Name Enter the account name to use when connecting to the VMware vCenter Server. Enter Password Enter and then re-enter the password assigned to the account used to Re-enter Password connect to the VMware vCenter Server. Step 7 Click Submit Order to submit and close the form and return to the Quick Setup Wizard.Connect Cisco UCS Manager Step 1 In the Step 3: Connect Cloud Infrastructure screen, click Set Up Connect Cloud Infrastructure to re-open the Connect Cloud Infrastructure form. Step 2 From the Platform Element Type drop-down list, choose Cisco UCS Manager. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 3 Specify the following connection information for the Cisco UCS Manager server: Field Action Host Name Enter the host name or IP address for the Cisco UCS Manager server. For example: test-ucs-000.domain.local Port Enter the TCP/IP port used to connect to the Cisco UCS Manager server. By default, the following ports are used: • Port 443—SSL protocol • Port 80—HTTP connection Description Optional. Enter information that describes the Cisco UCS Manager server. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-19
  • 162. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 3: Connect Cloud Infrastructure Field Action Secure Connection Click the True or False radio button to indicate whether secure connection Protocol protocol is used to connect to the server. True is selected by default. Ignore Certificate Error Click the True or False radio button to indicate whether certificate error messages should be ignored. True is selected by default. Time Zone Choose the time zone that is used on the Cisco UCS Manager server from the drop-down list. User Name Enter the account name to use when connecting to the Cisco UCS Manager server. Enter Password Enter and then re-enter the password assigned to the account used to connect Re-enter Password to the Cisco UCS Manager server. Step 4 Click Submit Order to submit and close the form and return to the Quick Setup Wizard.Connect Cisco Server Provisioner Step 1 In the Step 3: Connect Cloud Infrastructure screen, click Set Up Connect Cloud Infrastructure to re-open the Connect Cloud Infrastructure form. Step 2 From the Platform Element Type drop-down list, choose Cisco Server Provisioner. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 3 Specify the following connection information for the Cisco Server Provisioner server: Field Action Host Name Enter the host name or IP address for the Cisco Server Provisioner server. For example: test-sp-01.domain.local Port Enter the TCP/IP port used to connect to the Cisco Server Provisioner server. By default, Port 80 is used for HTTP connection. Description Optional. Enter information that describes the Cisco Server Provisioner server. User Name Enter the account name to use when connecting to the Cisco Server Provisioner server. Device User ID Enter the authorization APID assigned to the user account. Note For information on obtaining an authorization APID, see the following section, Obtain the Authorization APID. Enter password Enter the password assigned to the account used to connect to the Cisco Server Provisioner server. Re-enter Re-enter the password to confirm it. password Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-20 OL-26427-01
  • 163. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 3: Connect Cloud Infrastructure Step 4 Click Submit Order to submit and close the form and return to the Quick Setup Wizard. Step 5 Click Next Step to proceed to Step 4: Set Provisioning Settings.Obtain the Authorization APID Cisco Server Provisioner API access is restricted to known IP addresses and requires authorization tokens called APIDs. Authorization APIDs are created and managed via a script available only to the root user on the Cisco Server Provisioner server. After providing a user name, password and the IP address of the server running your application that interacts with the Cisco Server Provisioner API, you will be issued an Authorization APID. When you create a Cisco Server Provisioner User runtime account, you must provide the Authorization APID for the user account that is accessing the Cisco Server Provisioner server. Step 1 Log in as root on the Cisco Server Provisioner host machine, and run the following commands on the command line: cd /home/tftpboot/bin sh lbmp-API_APID_management.sh Step 2 To add an Authorization APID, use the following example: Select APID Action: ----> type response and press enter, "q" will quit the process add, change, delete, quit; a/c/d/q: a ----> type response and press enter, "q" will quit the process Calling IP address: 192.168.0.106 Choose a User name for this server ----> type response and press enter, "q" will quit the process Calling user name: cloud_manager Choose a User password for this server Avoid special characters, more than 8 letters and numbers work best ----> type response and press enter, "q" will quit the process Calling user password: cQ4w9tSb IP APIDs list: key: 1 IP: 192.168.0.106 APID: 203073805ccd0c6f700d3246955bcb34 LAST AUTH: not_activated USER: cloud_manager:cQ4w9tSb Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-21
  • 164. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 4: Set Provisioning SettingsStep 4: Set Provisioning Settings Note For Step 4, you must remain logged in as a Cloud Provider Technical Administrator. Specify the settings for bare metal and virtual machine provisioning, and then verify that provisioning is configured correctly. Figure 7-17 Quick Setup Wizard—Step 4: Set Provisioning Settings Step 1 On the Step 4: Set Provisioning Settings screen, click Set Provisioning Settings to open the form. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-22 OL-26427-01
  • 165. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 4: Set Provisioning Settings Figure 7-18 Set Provisioning Settings Form Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 2 On the Server Provisioning Settings form, specify the following information: Field Action Cisco SP time zone Choose the default time zone for the Cisco Server Provisioner server from the drop-down list. Enter a default virtual server clone Enter the default number of minutes before a VMware clone timeout operation will time out. Enter a cloud duplicate alert Enter the default number of hours to suppress duplicate alerts suppression time period related to cloud automation. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 7-23
  • 166. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 4: Set Provisioning Settings Field Action Cloud Domain Enter the domain name that commissioned servers will use. Cloud Domain User Enter the domain username. Cloud Domain Password Enter the domain user’s password. Cloud Default Time Zone Linux Choose the default time zone for the Linux server from the drop-down list.1 Cloud Default Time Zone Windows Choose the default time zone for the Windows server from the drop-down list.1 Cisco Cloud Portal Data Enter the UNC path (Windows) or SFTP (UNIX or Linux) path Synchronization Dropbox Base to the directory where Tidal Enterprise Orchestrator will create Directory files for import by the Cloud Portal service item import agent. This directory is the parent directory for the Cisco Cloud Portal Input, Backup, and Temp directory locations. Cisco Cloud Portal Drop Input Enter the name of the input folder that you created for the Data Location Synchronization Dropbox. Cisco Cloud Portal Drop Backup Enter the name of the backup folder that you created for the Data Location Synchronization Dropbox. Cisco Cloud Portal Drop Temp Enter the name of the temporary folder that you created for the Location Data Synchronization Dropbox. 1. See the VMware documentation for valid time zone values. Step 3 Click Submit Order to submit the form and display the Order Confirmation page for the service that you just ordered. Do not close the order confirmation. Step 4 In the Requisition Details pane, click the requisition number to open the requisition summary page. Step 5 Click Comments & History in the menu on the right side of the window. Step 6 In the System History pane, look for errors. If the bare metal and virtual machine provisioning settings are configured correctly, you will see a message that the agent was updated successfully. Step 7 Close the Comments and History window and return to the Quick Setup Wizard. Step 8 Click Next Step to proceed to Step 5: Register Blades and Templates. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide7-24 OL-26427-01
  • 167. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 5: Register Blades and TemplatesStep 5: Register Blades and Templates Note For Step 5, you must remain logged in as a Cloud Provider Technical Administrator. For physical provisioning, register a UCS blade, a service profile template and an operating system template. For virtual provisioning, register a VM template. Figure 7-19 Quick Setup Wizard—Step 5: Register Blades and Templates Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-25
  • 168. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 5: Register Blades and TemplatesRegister a Cisco UCS Blade Note Before you can register a blade, it must already be installed in a UCS chassis. Step 1 Step 5: Register Blades and Templates screen, click Register Cisco UCS Blade to open the form. Figure 7-20 Register Cisco UCS Blade Form Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 2 On the Register Cisco UCS Blade form, specify the following information: Field Action Chassis Enter the number of the UCS chassis where the blade is installed. Blade Enter the blade number within the UCS chassis. Step 3 Click Submit Order to submit the form and return to the Quick Setup Wizard. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-26 OL-26427-01
  • 169. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 5: Register Blades and TemplatesRegister a Service Profile Template Register an existing service profile template from Cisco UCS to be available for user selection when deploying physical servers, or for administrators to select when deploying hypervisor hosts. Hypervisor related templates are available only to Cloud Provider Technical Administrators. Note The template must already be defined in Cisco UCS Manager. Perform the following steps to register a Cisco UCS service profile template. Step 1 On the Step 5: Register Blades and Templates screen, click Register Service Profile Template to open the form. Figure 7-21 Register Service Profile Template Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-27
  • 170. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 5: Register Blades and Templates Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 2 On the Register Service Profile Template form, specify the following information: Field Action Service Profile Template Name Enter the name of the service profile template exactly as defined in Cisco UCS Manager. This name will display in the portal selection drop-down lists. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Service Profile Template Optional. Enter information that describes the service profile Description template. Is This a Hypervisor Template? Click the YES or NO radio button to indicate whether the template is a hypervisor template. If you click NO, skip to Step 3. If you click YES, you must provide the vCenter cluster path to which this service profile applies. (See the following item in this table.) Note Hypervisor templates are only available to Cloud Administrators. All other templates are available to all users. vCenter Cluster Hypervisor only. Enter the full path to the vCenter cluster to which this hypervisor service profile template applies. For example: Datacenter/IA-vCenter/Cluster Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. For help constructing the vCenter cluster path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Step 3 Click Submit Order to submit the form and return to Step 5: Register Blades and Templates. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide7-28 OL-26427-01
  • 171. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 5: Register Blades and TemplatesRegister an Operating System Template Register an existing bare metal operating system template from Cisco Server Provisioner. After the template is registered, it will be available to all users when deploying cloud servers. The template must already be defined in Cisco Server Provisioner. Step 1 On the Step 5: Register Blades and Templates screen, click Register Operating System Template. Figure 7-22 Register Operating System Template Form Step 2 Specify the following information: Field Name Description Operating System Template Name Enter the name of the operating system template exactly as shown in Cisco Server Provisioner. This name will display in the portal selection drop-down lists. Operating System Template Description Optional. Operating System Family Choose the operating system category for the template from the drop-down list. Operating System Choose the operating system for the template from the drop-down list. Step 3 Click Submit Order to submit the form and return to Step 5: Register Blades and Templates. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-29
  • 172. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 5: Register Blades and TemplatesRegister a VM Template You must register at least one VM template. Registered VM templates are available to users to select when they deploy virtual machines. Step 1 On the Step 5: Register Blades and Templates screen, click Register VM Template to open the form. Figure 7-23 Register VM Template Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-30 OL-26427-01
  • 173. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 5: Register Blades and Templates Step 2 On the Register VM Template form, specify the following information:Field ActionVM Template Name Enter a short name for the VM template. This name will display in the portal selection drop-down lists.VM Template Description Enter information that describes the VM template.Operating System Family Choose the operating system category for the template from the drop-down list.Operating System Choose the operating system for the template from the drop-down list.VM Template Path in Enter the fully qualified path in vCenter for the template, including the template name.vCenter Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. For help constructing the vCenter template path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Step 3 Click Submit Order to submit the form and return to the Quick Setup Wizard. Step 4 Click Next Step to proceed to Step 6: Add Networks. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-31
  • 174. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 6: Add NetworksStep 6: Add Networks Note For Step 6, you must remain logged in as a Cloud Provider Technical Administrator. In this section, you will add two types of networks: • Infrastructure network—A network used for bare metal provisioning • Community network—The network to which all users can deploy servers Figure 7-24 Quick Setup Wizard—Step 6: Add NetworkAdd a Community Network Define one default community user network to which all users can deploy servers. A community network is available to users from all organizations without exception. Step 1 On the Step 6: Add Network screen (Figure 7-24), click Add Network. to open the form. Step 2 On the Add Network form, specify the following information: Field Action Network Name Enter a short network name that will be shown to users in drop-down lists. Subnet Address Specification Enter the network for this subnet in CIDR notation. Enter only an IPv4 type of IP address. For example, 192.0.2.0/24. Note Only /24 subnets are supported. Is this a Community Network? Choose Yes from the drop-down list. Network Type Choose User from the drop-down list to add a user network. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-32 OL-26427-01
  • 175. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 6: Add Networks Field Action vCenter Network Enter the full path of the corresponding vCenter VLAN. Note For help constructing a vCenter path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” UCS Network Enter the name of the corresponding UCS VLAN. Subnet Mask Display only. The subnet mask is generated from the prefix if the vCenter network you specified on this form. Gateway/Address Use the default gateway network that is populated from the subnet address or enter a different gateway network address (for example, 192.0.2.1). This IP address will not be assigned to any server deployed by the system. FHRP1Address Enter the FHRP (First Hop Redundancy Protocol) gateway 1 network IP address, or keep the default value. This IP address will not be assigned to any server deployed by the system. FHRP2Address Enter the Enter the FHRP gateway 2 network IP address, or keep the default value. This IP address will not be assigned to any server deployed by the system. Broadcast Address Use the default broadcast address that is populated from the subnet address or enter a different broadcast network address. For example, 192.0.2.255. This IP address will not be assigned to any server deployed by the system. Primary DNS Address Enter one of the following: • The valid primary DNS address for servers on this network • A dummy primary DNS address. For example, 1.1.1.1. This IP address will not be assigned to any server deployed by the system. Secondary DNS Address Enter one of the following: • The valid secondary DNS address for servers on this network • A dummy secondary DNS address. For example, 1.1.1.1. This IP address will not be assigned to any server deployed by the system. Step 3 Click Submit Order to submit the form and return to the Quick Setup Wizard. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 7-33
  • 176. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 6: Add NetworksAdd an Infrastructure Network Step 1 On the Step 6: Add Network screen (Figure 7-24), click Add Network to open the form. Step 2 On the Add Network form, specify the following information: Field Action Network Name Enter a short network name that will be shown to users in drop-down lists. Subnet Address Specification Enter the network for this subnet in CIDR notation. Enter only an IPv4 type of IP address. For example, 192.0.2.0/24. Note Only /24 subnets are supported. Is this a Community Network? Choose No from the drop-down list. Network Type Choose Infrastructure from the drop-down list to add a user network. vCenter Network Enter the full path of the corresponding VMware vCenter VLAN. Note For help constructing a vCenter network path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” UCS Network Enter the name of the corresponding Cisco UCS VLAN. Note For help constructing a Cisco UCS network path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Subnet Mask Display only. The subnet mask is generated from the prefix if the vCenter network you specified on this form. Gateway/Address Use the default gateway network that is populated from the subnet address or enter a different gateway network address (for example, 192.0.2.1). This IP address will not be assigned to any server deployed by the system. FHRP1Address Enter the FHRP (First Hop Redundancy Protocol) gateway 1 network IP address, or keep the default value. This IP address will not be assigned to any server deployed by the system. FHRP2Address Enter the Enter the FHRP gateway 2 network IP address, or keep the default value. This IP address will not be assigned to any server deployed by the system. Broadcast Address Use the default broadcast address that is populated from the subnet address or enter a different broadcast network address. For example, 192.0.2.255. This IP address will not be assigned to any server deployed by the system. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 7-34 OL-26427-01
  • 177. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 7: Set Up Shared Zone Field Action Primary DNS Address Enter one of the following: • The valid primary DNS address for servers on this network • A dummy primary DNS address. For example, 1.1.1.1. This IP address will not be assigned to any server deployed by the system. Secondary DNS Address Enter one of the following: • The valid secondary DNS address for servers on this network. • A dummy secondary DNS address. For example, 1.1.1.1. This IP address will not be assigned to any server deployed by the system. Step 3 Click Submit Order to submit the form and return to the Quick Setup Wizard. Step 4 Click Next Step to proceed to Step 7: Set Up Shared Zone.Step 7: Set Up Shared Zone Note For Step 7, you must remain logged in as a Cloud Provider Technical Administrator. Define the attributes for the datacenter zone in which all end-user cloud servers are deployed, such as provisioning networks and vCenter datacenter. Figure 7-25 Quick Setup Wizard—Step 7: Set Up Shared Zone Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 7-35
  • 178. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 7: Set Up Shared Zone Step 1 On the Step 7: Set Up Shared Zone screen (Figure 7-25 on page 7-35), click Set Up Shared Server Zone to open the form. Figure 7-26 Set Up Shared Server Zone Form Step 2 On the Set Up Shared Server Zone form, specify the following information on the form: Field Action VMware vCenter Display only. Name of VMware vCenter managing shared zone virtual machines. This is the platform element that you defined in Step 3: Connect Cloud Infrastructure, page 7-17 in Step 3: Connect Cloud Infrastructure. Cisco UCS Manager Display only. Name of Cisco UCS Manager managing shared zone physical machines. This is the platform element that you defined in Connect Cisco UCS Manager, page 7-19 in Step 3: Connect Cloud Infrastructure. Cisco Server Provisioner Display only. Name of Cisco Server Provisioner server that performs bare metal provisioning of physical and virtual servers in the shared zone. This is the platform element that you defined in Connect Cisco Server Provisioner, page 7-20 in Step 3: Connect Cloud Infrastructure. Infrastructure Network From the drop-down list, choose the bare metal provisioning network to be used in the shared zone. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide7-36 OL-26427-01
  • 179. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 7: Set Up Shared Zone Field Action vCenter Provisioning Display only. The dedicated vCenter network where the network Network provisioning engine, Cisco Server Provisioner, temporarily places machines while their operating systems is deployed. UCS Manager Provisioning Display only. The dedicated UCS Manager network where the network Network provisioning engine, Cisco Server Provisioner, temporarily places machines while their operating systems is deployed. VMware vCenter Enter the complete vCenter path to the datacenter that manages the Datacenter virtual machines. For help constructing the vCenter datacenter path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Step 3 Click Submit Order to return to Step 7: Set Up Shared Zone. Step 4 Click Finished to complete the Wizard. Figure 7-27 Quick Setup Wizard—Finished Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 7-37
  • 180. Chapter 7 Running the Starter Edition Quick Setup Wizard Step 7: Set Up Shared Zone Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide7-38 OL-26427-01
  • 181. CH A P T E R 8 Setting Up the Cloud Administration Note Before you can perform the tasks in this chapter, you MUST complete all of the tasks, in sequence, that are presented in the previous chapters. After performing the set up and deployment tasks covered in the previous chapters, you must now create a home organization for Cloud Administrators, and then add a Cloud Administrator. This chapter guides you through those processes. It includes the following tasks: • Add Starter Edition Roles to the Cisco Intelligent Automation for Cloud Roles Group • Assign Additional Permissions for the Cloud Administrator Role • Assign Email Addresses for Queue Notifications • Modify the Default Email Notification Templates • Create the Cloud Provider Technical Administrator Home Organization • Enable Directory Integration (Optional) • Add Cloud Provider Technical Administrators • Add REX Adapter User as a Cloud Administrator Note Perform every task this chapter exactly as instructed and in the sequence that is presented. Do not skip sections. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 8-1
  • 182. Chapter 8 Setting Up the Cloud Administration Add Starter Edition Roles to the Cisco Intelligent Automation for Cloud Roles GroupAdd Starter Edition Roles to the Cisco Intelligent Automation forCloud Roles Group Add the four Starter Edition roles—Cloud Provider Technical Administrator, Organization Technical Administrator, Virtual and Physical Server Owner, and Virtual Server Owner—as sub-roles to the Cisco Intelligent Automation for Cloud Roles group. Organizing the roles in a group make it easier to find them if you need to make changes. Roles groups are listed in the Role Hierarchy pane on the Roles page in Organization Designer. Without the roles group, you must search for or page through a long list of roles to find the ones you need. The Cisco Intelligent Automation for Cloud Roles group ships empty with Starter Edition. Use the following steps to add the four roles to the group. After you create the Role Group, you will have access to each role in the Role Hierarchy pane, as show in.Figure 8-2. Step 1 Open Cloud Portal and log in as the Site Administrator. Step 2 Choose Organization Designer from the module drop-down list, and then click the Roles tab. The Role Hierarchy pane appears on the left side of the Roles window. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 3 Click Cisco Intelligent Automation for Cloud Roles in the Role Hierarchy pane. Figure 8-1 Organization Designer—Cisco Intelligent Automation for Cloud Roles Group in Hierarchy Pane Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 8-2 OL-26427-01
  • 183. Chapter 8 Setting Up the Cloud Administration Add Starter Edition Roles to the Cisco Intelligent Automation for Cloud Roles Group Step 4 In the Sub Roles pane, click Add to open the Select Role dialog box. Step 5 Click Search to browse for the role you want to add. You can use the wildcard * to search for all organizational units or to narrow the search results. Step 6 Check the following check boxes, and then click Add • Cloud Provider Technical Administrator • Organization Technical Administrator • Virtual and Physical Server Owner • Virtual Server Owner Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Figure 8-2 Organization Designer—Cisco Intelligent Automation for Cloud Roles Group in Hierarchy Pane After Adding the Sub-roles Step 7 Proceed to Assign Additional Permissions for the Cloud Administrator Role. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 8-3
  • 184. Chapter 8 Setting Up the Cloud Administration Assign Additional Permissions for the Cloud Administrator RoleAssign Additional Permissions for the Cloud Administrator Role Starter Edition ships with permissions assigned to certain roles. However, you must manually assign additional permissions to the Cloud Administrator role.Read/Write Permissions for Organization Unit, Person, and Queue Step 1 Choose Organization Designer from the module drop-down list, and then click the Roles tab. Step 2 Expand Cisco Intelligent Automation for Cloud Roles in the Role Hierarchy pane, and select Cloud Provider Technical Administrator (Figure 8-2 on page 8-3). Step 3 From the right menu, select Permissions to open the Permissions Assigned to This Role pane. Step 4 Click Add Permission. Step 5 On the Add [Additional] Permissions pane, select the following filters, and then click Add: Field Action Object Type Choose Organizational Unit from the drop-down list. Permissions for this type Choose Read/Write from the drop-down list. Assign permission to Click the All objects of this type radio button. Figure 8-3 Organization Designer—Add [Additional] Permission Step 6 Repeat Step 1 through Step 5 for the Person and Queue object types. Step 7 Proceed to the next section, Read/Write Permissions for Role. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 8-4 OL-26427-01
  • 185. Chapter 8 Setting Up the Cloud Administration Assign Additional Permissions for the Cloud Administrator RoleRead/Write Permissions for Role Step 1 Choose Organization Designer from the module drop-down list, and then click the Roles tab. Step 2 Expand Cisco Intelligent Automation for Cloud Roles in the Role Hierarchy pane, and select Cloud Provider Technical Administrator (Figure 8-2 on page 8-3). Step 3 From the right menu, select Permissions to open the Permissions Assigned to This Role pane. Step 4 Click Add Permission. Step 5 On the Add [Additional] Permission pane (Figure 8-3 on page 8-4), select the following filters: Field Action Object Type Choose Role from the drop-down list. Permissions for this type Choose Read/Write from the drop-down list. Assign permission to Click the Selected Objects radio button. Step 6 In the Roles pane, check the check boxes for the following objects only: • Cisco Automation for Cloud Roles • Cloud Provider Technical Administrator • Organization Technical Administrator • Virtual and Physical Server Owner • Virtual Server Owner Figure 8-4 Organization Designer—Add Read/Write Permission Step 7 Click Add. Step 8 Proceed to the next section, Service Queue Management Permissions. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 8-5
  • 186. Chapter 8 Setting Up the Cloud Administration Assign Email Addresses for Queue NotificationsService Queue Management Permissions These settings allow the Cloud Provider Technical Administrator Role permissions to manage the cloud service queue, which includes cancellation, delivery, leases, and remediation of services. Step 1 Choose Organization Designer from the module drop-down list, and then click the Roles tab. Step 2 Expand Cisco Intelligent Automation for Cloud Roles in the Role Hierarchy pane, and select Cloud Provider Technical Administrator (Figure 8-2 on page 8-3). Step 3 From the right menu, select Permissions to open the Permissions Assigned to This Role pane (Figure 8-1 on page 8-2). Step 4 Click Add Permission. Step 5 On the Add [Additional] Permission pane (Figure 8-3 on page 8-4), select the following filters: Field Action Object Type Choose Queue from the drop-down list. Permissions for this type Choose Access Queue from the drop-down list. Assign permission to Click the Selected Objects radio button. Step 6 In the Queues pane, check the check boxes for the following objects: • Cloud Service Cancellation • Cloud Service Delivery Management • Cloud Service Lease Administration • Cloud Service Remediation • Default Service Delivery Step 7 Click Add. Step 8 Proceed to the next section, Assign Email Addresses for Queue Notifications.Assign Email Addresses for Queue Notifications You must update the queue configuration settings with email addresses that will receive email notifications for changes in service queues. A queue is a repository for administrative tasks that need to be performed, such as monitoring service delivery, lease instances, and failed service remediation. Tasks are automatically added to the queue by the Cloud system. Users with permissions can see the queues, assign tasks, and take action on the tasks in Service Manager. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 8-6 OL-26427-01
  • 187. Chapter 8 Setting Up the Cloud Administration Assign Email Addresses for Queue Notifications Starter Edition ships with five pre-configure queues: • Default Service Delivery—Tasks that are currently un-assigned • Cloud Service Cancellation—Tasks related to services that have been cancelled • Cloud Service Delivery Management—Tasks related to services that fail after they are first ordered, and resubmission of failed services after they are remediated • Cloud Service Lease Administration—Tasks related to lease instances • Cloud Service Remediation—Tasks related to services that fail after they are first ordered, and resubmission of failed services after they are remediated remediation queue. Cloud Provider Technical Administrators monitor, assign, or address tasks added to the queues. Those users with access to the queues can perform the tasks added the queues. When a task is added to a queue or is assigned or reassigned to a user, the designated users receive email notifications. Note For information on working with queues, see the Intelligent Automation for Cloud User Guide 3.0. To prepare the queues for use, you must specify the email addresses of the users who receive email notifications when a task is added to a queue. If you skip this task, no one will receive notifications of changes to the queues. Note You must configure email addresses for each queue. To specify email addresses to queues, perform the following steps. Step 1 Log in to Cloud Portal as an administrator. Step 2 Choose Organization Designer from the module drop-down list, and then click the Queues tab. Step 3 In the Queues pane, select the Default Service Delivery queue. Step 4 From the menu on the right side of the window, click Contact to display the Contact pane. Before configuration, the Contacts panel lists one test email address (typically, <queuename@domain.com). Step 5 Click in the Value field and edit the email address. Step 6 Click Update. Step 7 Repeat Step 1 through Step 6 to add additional email addresses to the queue. Step 8 Repeat Step 3 through Step 6 for the remaining queues. Step 9 Proceed to the next section, Modify the Default Email Notification Templates. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 8-7
  • 188. Chapter 8 Setting Up the Cloud Administration Modify the Default Email Notification TemplatesModify the Default Email Notification Templates Starter Edition includes a set of default email notification templates that you customize for an organization. The cloud system sends the email notifications in response to events such as orders and system errors. Before users can start ordering cloud services, you must configure the email notification templates with the relevant sender and recipient addresses. To modify the default email notification templates, perform the following steps. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the System Settings tab. Step 3 On the System Settings portlet, click Modify Email Templates to open the form. Figure 8-5 Email Templates Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 8-8 OL-26427-01
  • 189. Chapter 8 Setting Up the Cloud Administration Modify the Default Email Notification Templates Step 4 On the Request Center tab in the Email Templates panel, click Add Role Completion Notification in the list. Step 5 In the General pane, modify any or all of the following attributes: Field Action Name Enter the name of the template. Subject Enter the subject of the notification. From Enter a valid address to use as the sender. To(s) Enter one or more valid recipient email addresses. For multiple recipients, separate email addresses using semi-colons. Note You can use namespace variables in this field. For information on using namespaces, see the Cisco Service Portal Namespace Users Guide. Language Leave as is. In the current release, only US English is supported; any language selection you make will be ignored. Type Click the Request Center radio button. Step 6 For the editing window, click one of the following radio buttons to choose an editor. • HTML Part (shown in Figure 8-5 on page 8-8) • Text Part (shown in Figure 8-6 on page 8-9) Step 7 In the editing panel, modify default content and add optional content as needed. Figure 8-6 Notification Template—Editing Panel Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 8-9
  • 190. Chapter 8 Setting Up the Cloud Administration Create the Cloud Provider Technical Administrator Home Organization Step 8 Click Update. Step 9 Repeat Step 4 through Step 8 for the following email templates on the Request Center tab: Step 10 Proceed to the next section, Create the Cloud Provider Technical Administrator Home Organization.• Add Role Completion Notification • Notification System Error in Service Request• Ad-Hoc Task Started • Order VM from Template Completion Notification• Connection Cloud Platform Elements Completed Email • Process Escalation• CPO Error Notification Physical Server • Remove Role Completion Notification• CPO Error Notification VM • Service Canceled Notification• Default Late Activity • Service Complete Notification• Failure to Create Network • Service Confirmation Customer Acknowledgement• Failure to Create Target Notification • Service Link Error on External Task• Lease Expiration - First Warning • Service Rejected Notification• Lease Expiration - Second Warning • Service Started Email• My Services Departmental Reviews • Task Fulfillment Escalation Notification• My Services Financial and Departmental Authorizations • Task Fulfillment Pending Notification• My Services Group Reviews • Tenant Management Complete NotificationCreate the Cloud Provider Technical Administrator HomeOrganization Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Administrators tab. Step 3 Click Create Cloud Administration Organization. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 8-10 OL-26427-01
  • 191. Chapter 8 Setting Up the Cloud Administration Enable Directory Integration (Optional) Caution In Starter Edition, vCenter object names cannot contain forward slashes. Starter Edition uses forward slashes as delimiters in determining paths and parses vCenter paths by display name. Forward slashes in vCenter object names break the parsing process. Step 4 On the Add Cloud Administration Organization form, enter the following information: Field Action vCenter Resource Pool Enter the full path to the resource pool that will manage the virtual machines for the organization using the following convention: object1/object2/object3/resource1 Datastore Full Path Enter the full path to the VMware vCenter datastore that will store the virtual machines deployed by users in the organization: object1/object2/object3/resource1 1. The number of objects in a path may vary from what is shown in the examples, depending on the directory structure in your vCenter environment. For help constructing the vCenter cluster and datastore full paths, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Step 5 Click Submit Order. Step 6 If you are using a directory service, proceed to Enable Directory Integration (Optional). Otherwise, proceed to Add Cloud Provider Technical Administrators, page 8-12.Enable Directory Integration (Optional) If you are using a directory and have completed the steps to set it up in Chapter 4, “Setting Up Directory Integration,” you have not yet enabled directory integration. Follow the steps in this section to enable directory integration. Caution Before you enable directory integration, you must have all user groups configured, as directed in Chapter 4, “Setting Up Directory Integration.” If you do not have all user groups configured before you enable directory integration, you will not be able to log back in to Cloud Portal. Step 1 Choose Administration from the module drop-down list, and then click Personalize Your Site. Step 2 On the Customizations page, scroll down to the Common Settings area and turn the Enable Directory Integration setting On. Step 3 Click the Update button at the bottom of the page. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 8-11
  • 192. Chapter 8 Setting Up the Cloud Administration Add Cloud Provider Technical AdministratorsAdd Cloud Provider Technical Administrators Use one of the two following procedures to add a Cloud Administrator. The method you choose depends on whether you are using a directory service to import, authenticate, authorize users. • Add Cloud Administrators Through a Directory Service—Refer to this section for information on how Cloud Administrators are imported and granted authorization during directory integration. • Manually Add Cloud Administrators (Without Directory Service)—Follow this procedure if you are not using a directory service. • Add the nsAPI User as a Cloud Administrator, page 8-15—Follow this procedure to add an nsAPI regardless of whether you are using a directory service.Add Cloud Administrators Through a Directory Service Note This section applies only if you are using a directory service to import user and organization data. Note Before you proceed, directory integration must be set up. For instructions on setting up directory integration, see Chapter 4, “Setting Up Directory Integration.” After you set up directory integration, users are automatically imported when they log in, and their Cloud Portal roles are automatically assigned based on the user groups to which they were added in the directory. User roles are assigned when you define group role-mappings during directory integration setup (as shown in Configure and Test Mappings, page 4-4 in Chapter 4, “Setting Up Directory Integration”). You assign the Cloud Administrator role to a user from the directory, rather than from Cloud Portal, by adding the user to the Cloud Administrator user group in the directory. There are two tasks you must perform in your directory service before continuing to the next section. • Add the nsAPI user that you created in Create a Local User for nsAPI, page 5-5, to the Cloud Administrator user group. • Identify the user who will perform the procedures in the following chapter to set up and configure the cloud infrastructure, and add that user to the Cloud Administrator user group. Skip to Add REX Adapter User as a Cloud Administrator. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 8-12 OL-26427-01
  • 193. Chapter 8 Setting Up the Cloud Administration Add Cloud Provider Technical AdministratorsManually Add Cloud Administrators (Without Directory Service) Note If you are using a directory service to import the Cloud Administrator, see the information in the following section, Add Cloud Administrators Through a Directory Service, page 8-12. There are two procedures for adding a Cloud Administrator. The procedure you use depends on whether the user already exists in the system. • Create a New User to Add a Cloud Administrator, page 8-13 • Add the nsAPI User as a Cloud Administrator, page 8-15Create a New User to Add a Cloud Administrator Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab to open the portal. The Cloud Administrators portlet is displayed by default. Figure 8-7 Cloud Administrators Portlet Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 8-13
  • 194. Chapter 8 Setting Up the Cloud Administration Add Cloud Provider Technical Administrators Step 2 In the Cloud Administrators portlet, click Add Cloud Administrator to open the form. Figure 8-8 Add Cloud Administrator Form Step 3 On the Add Cloud Administrator form, choose Create New User from the Action drop-down list to display the fields for creating a new user as a Cloud Administrator. Figure 8-9 Add Cloud Administrator Form—Create New User Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide8-14 OL-26427-01
  • 195. Chapter 8 Setting Up the Cloud Administration Add Cloud Provider Technical Administrators Step 4 Provide the following information: Field Action First Name Enter the first and last name of the new Cloud Administrator. Last Name Login Enter a unique login identifier for the Cloud Administrator. Email Enter the new Cloud Administrator’s email address. Time Zone From the drop-down list, choose the time zone associated with the new Cloud Administrators primary address. Password Enter and then re-enter the password for the new Cloud Administrator. Confirm Password Step 5 Click Submit Order. Step 6 To create more Cloud Administrators, repeat these steps, or proceed to the next section, Add the nsAPI User as a Cloud Administrator.Add the nsAPI User as a Cloud Administrator In Create a Local User for nsAPI, page 5-5, you created a nsAPI user. You must now add the user as a Cloud Administrator. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab to open the portal. The Cloud Administrators portlet (Figure 8-7 on page 8-13) is displayed by default. Step 2 In the Cloud Administrators portlet, click Add Cloud Administrator to open the form. Step 3 In the Add Cloud Administrator form (Figure 8-9 on page 8-14), choose Select Exiting User from the Action drop-down list. Step 4 Click Select to open the Select Person dialog box. Figure 8-10 Select Person Dialog Box Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 8-15
  • 196. Chapter 8 Setting Up the Cloud Administration Add REX Adapter User as a Cloud Administrator Step 5 Enter the First Name or Last Name of the nsAPI user, or enter a wildcard *, and click Search to find the nsAPI user. Step 6 In the Search Results area, click the radio button next to the name of the nsAPI user, and then click OK. Properties for the user display on the form. Step 7 Click Submit Order. Proceed to Add REX Adapter User as a Cloud Administrator, page 8-16.Add REX Adapter User as a Cloud Administrator Before you can add the networks, you must re-assign the REX user that you created in Chapter 5 (see Create a Local User for the REX Adapter, page 5-3) from a Site Administrator role to a Cloud Administrator. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab to open the portal. The Cloud Administrators portlet (Figure 8-7 on page 8-13) is displayed by default. Step 2 On the Cloud Administrators portlet, click Add Cloud Administrator to open the form. Step 3 On the Add Cloud Administrator form (Figure 8-8 on page 8-14), choose Select Exiting User from the Action drop-down list. Step 4 Click Select to open the Select Person dialog box (Figure 8-10 on page 8-15). Step 5 Enter the First Name or Last Name of the REX adapter user, or enter a wildcard *, and click Search to find the REX adapter user. Step 6 In the Search Results area, click the radio button next to the name of the REX adapter user, and then click OK. Properties for the user display on the form. Step 7 Click Submit Order. Step 8 Proceed to Chapter 9, “Setting Up the Cloud Infrastructure.” Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 8-16 OL-26427-01
  • 197. CH A P T E R 9 Setting Up the Cloud Infrastructure Note Before you can perform the tasks in this chapter, you MUST complete all of the tasks, in sequence, that are presented in the previous chapters. You cannot proceed unless you have set up the Cloud Administrator organization and added Cloud Administrators. You must now set up your cloud environment with data. This chapter provides instructions for setting up your cloud environment. It includes the following sections: • Connect the Cloud Platform Elements • Set Provisioning Settings • Add Required Networks • Set Up the Shared Server Zone • Register One or More VM Templates • Register One or More Cisco UCS Blades • Register One or More Cisco UCS Service Profile Templates Note Perform every task this chapter exactly as instructed and in the sequence that is presented. Do not skip sections. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 9-1
  • 198. Chapter 9 Setting Up the Cloud Infrastructure Connect the Cloud Platform ElementsConnect the Cloud Platform Elements You must first define the connection information for the platform elements that will be used in Starter Edition. This information will be used by the Orchestrator to integrate with the various components involved in the cloud provisioning processes. In this section, you will define the connections for the following platform elements: • VMware vCenter Server • Cisco UCS Manager • Cisco Server Provisioner You must also define the connection information for the LDAP server that will used for the directory server in Starter Edition.Define the VMware vCenter Server Platform Element Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Perform the following steps to define connection information for VMware vCenter. Step 1 Open Cisco Cloud Portal and log in as a Cloud Administrator. Step 2 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 3 On the System Setup portal page, click the Connections tab. Step 4 In the Connections portlet (Figure 4-1 on page 4-2), click Connect Cloud Infrastructure. Figure 9-1 Connect Cloud Infrastructure Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 9-2 OL-26427-01
  • 199. Chapter 9 Setting Up the Cloud Infrastructure Connect the Cloud Platform Elements Step 5 On the Connect Cloud Infrastructure form, choose VMware vCenter Server from the Platform Element Type drop-down list. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 6 Specify the following connection information for the VMware vCenter Server: Field Action Host Name Enter the IP address or the name of the server that hosts the VMware vCenter Server. For example: test-esxvc-01.domain.local Port Enter the TCP/IP port used to connect to the VMware vCenter Server. By default, port 443 is used. Description Optional. Enter information that describes the VMware vCenter server. Secure Connection Protocol Click the True or False radio button to indicate whether secure connection protocol is used to connect to the server. True is selected by default. User Name Enter the account name to use when connecting to the VMware vCenter Server. Enter password Enter the password assigned to the account used to connect to the VMware vCenter Server. Re-enter password Re-enter the password to confirm it. Step 7 Click Submit Order. Step 8 Proceed to the next section, Define the Cisco UCS Manager Platform Element.Define the Cisco UCS Manager Platform Element Note You must be logged in as the Cloud Provider Technical Administrator to perform this task. Perform the following steps to define the connection information for the Cisco UCS Manager that will be used in Starter Edition. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the Define Connection tab to open the portlet (Figure 9-1 on page 9-3). Step 3 Click Connect Cloud Infrastructure to open the Connect Cloud Infrastructure form Figure 9-1 on page 9-2). Step 4 From the Platform Element Type drop-down list, choose Cisco UCS Manager. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 9-3
  • 200. Chapter 9 Setting Up the Cloud Infrastructure Connect the Cloud Platform Elements Step 5 Specify the following connection information for the Cisco UCS Manager server: Field Action Host Name Enter the host name or IP address for the Cisco UCS Manager server. For example: test-ucs-000.domain.local Port Enter the TCP/IP port used to connect to the Cisco UCS Manager server. By default, the following ports are used: • Port 443—SSL protocol • Port 80—HTTP connection Description Optional. Enter information that describes the Cisco UCS Manager server. Secure Connection Click the True or False radio button to indicate whether secure connection Protocol protocol is used to connect to the server. True is selected by default. Ignore Certificate Error Click the True or False radio button to indicate whether certificate error messages should be ignored. True is selected by default. Time Zone Choose the time zone that is used on the Cisco UCS Manager server from the drop-down list. User Name Enter the account name to use when connecting to the Cisco UCS Manager server. Enter password Enter the password assigned to the account used to connect to the Cisco UCS Manager server. Re-enter password Re-enter the password to confirm it. Step 6 Click Submit Order. Step 7 Proceed to the next section, Define the Cisco Server Provisioner Platform Element.Define the Cisco Server Provisioner Platform Element Note You must be logged in as the Cloud Provider Technical Administrator to perform this task. Perform the following steps to define the connection information for the Cisco Server Provisioner that will be used in Starter Edition. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the Define Connection tab to open the portlet (Figure 9-1 on page 9-3). Step 3 Click Connect Cloud Infrastructure to open the Connect Cloud Infrastructure form Figure 9-1 on page 9-2). Step 4 From the Platform Element Type drop-down list, choose Cisco Server Provisioner. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 9-4 OL-26427-01
  • 201. Chapter 9 Setting Up the Cloud Infrastructure Connect the Cloud Platform Elements Step 5 Specify the following connection information for the Cisco Server Provisioner server: Field Action Host Name Enter the host name or IP address for the Cisco Server Provisioner server. For example: test-sp-01.domain.local Port Enter the TCP/IP port used to connect to the Cisco Server Provisioner server. By default, Port 80 is used for HTTP connection. Description Optional. Enter information that describes the Cisco Server Provisioner server. User Name Enter the account name to use when connecting to the Cisco Server Provisioner server. Device User ID Enter the authorization APID assigned to the user account. Note For information on obtaining an authorization APID, see Obtain the Authorization APID, page 9-5. Enter password Enter the password assigned to the account used to connect to the Cisco Server Provisioner server. Re-enter Re-enter the password to confirm it. password Step 6 Click Submit Order. Step 7 Proceed to the next section, Obtain the Authorization APID.Obtain the Authorization APID Cisco Server Provisioner API access is restricted to known IP addresses and requires authorization tokens called APIDs. Authorization APIDs are created and managed via a script available only to the root user on the Cisco Server Provisioner server. After providing a user name, password and the IP address of the server running your application that interacts with the Cisco Server Provisioner API, you will be issued an Authorization APID. When you create a Cisco Server Provisioner User runtime account, you must provide the Authorization APID for the user account that is accessing the Cisco Server Provisioner server. Step 1 Log in as root on the Cisco Server Provisioner host machine, and run the following commands on the command line: cd /home/tftpboot/bin sh lbmp-API_APID_management.sh Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 9-5
  • 202. Chapter 9 Setting Up the Cloud Infrastructure Connect the Cloud Platform Elements Step 2 To add an Authorization APID, use the following example: Select APID Action: ----> type response and press enter, "q" will quit the process add, change, delete, quit; a/c/d/q: a ----> type response and press enter, "q" will quit the process Calling IP address: 192.168.0.106 Choose a User name for this server ----> type response and press enter, "q" will quit the process Calling user name: cloud_manager Choose a User password for this server Avoid special characters, more than 8 letters and numbers work best ----> type response and press enter, "q" will quit the process Calling user password: cQ4w9tSb IP APIDs list: key: 1 IP: 192.168.0.106 APID: 203073805ccd0c6f700d3246955bcb34 LAST AUTH: not_activated USER: cloud_manager:cQ4w9tSb Step 3 Proceed to the next section, Set Provisioning Settings. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide9-6 OL-26427-01
  • 203. Chapter 9 Setting Up the Cloud Infrastructure Set Provisioning SettingsSet Provisioning Settings Specify the settings for bare metal and virtual machine provisioning, and then verify that the bare metal and virtual machine provisioning settings are configured correctly. Note Setting provisioning settings automatically sets CIM File agent properties. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the System Settings tab. Step 3 In the System Settings portlet, click Set Provisioning Settings. Figure 9-2 Set Provisioning Settings Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 9-7
  • 204. Chapter 9 Setting Up the Cloud Infrastructure Set Provisioning Settings Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 4 On the Server Provisioning Settings form, specify the following information: Field Action Cisco SP time zone Choose the default time zone for the Cisco Server Provisioner server from the drop-down list. Enter a default virtual server clone Enter the default number of minutes before a VMware clone timeout operation will time out. Enter a cloud duplicate alert Enter the default number of hours to suppress duplicate alerts suppression time period related to cloud automation. Cloud Domain Enter the domain name that commissioned servers will use. Cloud Domain User Enter the domain username. Cloud Domain Password Enter the domain user’s password. Cloud Default Time Zone Linux Choose the default time zone for the Linux server from the drop-down list.1 Cloud Default Time Zone Windows Choose the default time zone for the Windows server from the drop-down list.1 Cisco Cloud Portal Data Enter the UNC path (Windows) or SFTP (UNIX or Linux) path Synchronization Dropbox Base to the directory where Tidal Enterprise Orchestrator will create Directory files for import by the Cloud Portal service item import agent. This directory is the parent directory for the Cisco Cloud Portal Input, Backup, and Temp directory locations. Cisco Cloud Portal Drop Input Enter the name of the input folder created for the Data Location Synchronization Dropbox. Cisco Cloud Portal Drop Backup Enter the name of the backup folder created for the Data Location Synchronization Dropbox. Cisco Cloud Portal Drop Temp Enter the name of the temporary folder created for the Data Location Synchronization Dropbox. 1. See the VMware documentation for valid time zone values. Step 5 Click Submit Order to submit the form and display the Order Confirmation page for the service that you ordered. Do not close the order confirmation. Step 6 In the Requisition Details pane on the Order Confirmation page, click the requisition number to open the requisition summary page. Step 7 Click Comments & History in the menu on the right side of the window. Step 8 In the System History pane on the Comments and History page, look for errors. If provisioning settings are configured correctly, you will see a message for each setting that it was updated successfully. Step 9 Click X in the upper right corner to close the Comments and History window. Step 10 Proceed to the next section, Add Required Networks. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide9-8 OL-26427-01
  • 205. Chapter 9 Setting Up the Cloud Infrastructure Add Required NetworksAdd Required Networks In this section, you will add two types of networks: • Infrastructure Network—A network used for bare metal provisioning • Community Network—The network to which all users can deploy serversInfrastructure Network Infrastructure networks are the destination for UCS blades that have been assigned to the virtual pool. Post-provisioning, ESXi hosts are assigned to an infrastructure network. Infrastructure networks represent the management network the host will use to communicate with your vCenter platform element. Registration of at least one Infrastructure network is required for ESXi hosts as well as to assign provisioning networks in the shared server zone. Note For provisioning infrastructure networks, all that is required is that the Subnet Address Specification is valid. Only the VLAN information is used, so this infrastructure network can be selected for use with Cisco Server Provisioner platform element when setting up the shared server zone (covered in the next section in this chapter). Step 1 Open Cloud Portal and log in as a Cloud Provider Technical Administrator. Step 2 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 3 On the System Setup portal page, click the Networks tab. Figure 9-3 Networks Portlet Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 9-9
  • 206. Chapter 9 Setting Up the Cloud Infrastructure Add Required Networks Step 4 In the Networks portlet (Figure 9-3 on page 9-9), click Add Network to open the form. Figure 9-4 Add Network Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide9-10 OL-26427-01
  • 207. Chapter 9 Setting Up the Cloud Infrastructure Add Required Networks Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 5 On the Add Network form, specify the following information: will change Field Action *Required Enter a short network name that will be shown to users in Network Name drop-down lists. Subnet Address Specification Enter the network for this subnet in CIDR notation. Enter only an IPv4 type of IP address. For example, 192.0.2.0/24. Note Only /24 subnets are supported. Is this a Community Network? Choose No from the drop-down list. Network Type Choose Infrastructure from the drop-down list to add a user network. vCenter Network Enter the full path of the corresponding VMware vCenter VLAN. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Note For help constructing a vCenter network path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” UCS Network Enter the name of the corresponding Cisco UCS VLAN. Note For help constructing a Cisco UCS network path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Subnet Mask Display only. The subnet mask is generated from the prefix if the vCenter network you specified on this form. Gateway Address Use the default gateway network that is populated from the subnet address or enter a different gateway network address (for example, 192.0.2.1). This IP address will not be assigned to any server deployed by the system. FHRP1Address Enter the FHRP (First Hop Redundancy Protocol) gateway 1 network IP address, or keep the default value. This IP address will not be assigned to any server deployed by the system. FHRP2Address Enter the Enter the FHRP gateway 2 network IP address, or keep the default value. This IP address will not be assigned to any server deployed by the system. Broadcast Address Use the default broadcast address that is populated from the subnet address or enter a different broadcast network address. For example, 192.0.2.255. This IP address will not be assigned to any server deployed by the system. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 9-11
  • 208. Chapter 9 Setting Up the Cloud Infrastructure Add Required Networks Field Action Primary DNS Address Enter one of the following: • The valid primary DNS address for servers on this network • A dummy primary DNS address. For example, 1.1.1.1. This IP address will not be assigned to any server deployed by the system. Secondary DNS Address Enter one of the following: • The valid secondary DNS address for servers on this network. • A dummy secondary DNS address. For example, 1.1.1.1. This IP address will not be assigned to any server deployed by the system. Step 6 Click Submit Order. Step 7 Proceed to the next section, Community Network.Community Network You must register at least one community network. Community networks are available to any cloud user for deploying servers. Step 1 Open Cloud Portal and log in as a Cloud Provider Technical Administrator. Step 2 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 3 On the System Setup portal page, click the Networks tab. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 4 In the Networks portlet (Figure 9-3 on page 9-9), click Add Network to open the form. Step 5 On the Add Network form (Figure 9-4 on page 9-10), specify the following information: Field Action Network Name Enter a short network name that will be shown to users in drop-down lists. Subnet Address Specification Enter the network for this subnet in CIDR notation. Enter only an IPv4 type of IP address. For example, 192.0.2.0/24. Note Only /24 subnets are supported. Is this a Community Network? Choose Yes from the drop-down list. Network Type Choose User from the drop-down list to add a user network. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 9-12 OL-26427-01
  • 209. Chapter 9 Setting Up the Cloud Infrastructure Add Required Networks Field Action vCenter Network Enter the full path of the corresponding vCenter VLAN. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Note For help constructing a vCenter path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” UCS Network Enter the name of the corresponding UCS VLAN. Subnet Mask Display only. The subnet mask is generated from the prefix if the vCenter network you specified on this form. Gateway Address Use the default gateway network that is populated from the subnet address or enter a different gateway network address (for example, 192.0.2.1). This IP address will not be assigned to any server deployed by the system. FHRP1Address Enter the FHRP (First Hop Redundancy Protocol) gateway 1 network IP address, or keep the default value. This IP address will not be assigned to any server deployed by the system. FHRP2Address Enter the Enter the FHRP gateway 2 network IP address, or keep the default value. This IP address will not be assigned to any server deployed by the system. Broadcast Address Use the default broadcast address that is populated from the subnet address or enter a different broadcast network address. For example, 192.0.2.255. This IP address will not be assigned to any server deployed by the system. Primary DNS Address Enter one of the following: • The valid primary DNS address for servers on this network • A dummy primary DNS address. For example, 1.1.1.1. This IP address will not be assigned to any server deployed by the system. Secondary DNS Address Enter one of the following: • The valid secondary DNS address for servers on this network • A dummy secondary DNS address. For example, 1.1.1.1. This IP address will not be assigned to any server deployed by the system. Step 6 Click Submit Order. Step 7 Proceed to the next section, Set Up the Shared Server Zone. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 9-13
  • 210. Chapter 9 Setting Up the Cloud Infrastructure Set Up the Shared Server ZoneSet Up the Shared Server Zone After you have defined the infrastructure and community networks, you must define the shared server zone. The shared server zone includes the attributes for the datacenter zone in which all end-user cloud servers are deployed, such as provisioning networks and vCenter datacenter. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the Shared Zone tab to open the portlet. Figure 9-5 Shared Zone Portlet Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 9-14 OL-26427-01
  • 211. Chapter 9 Setting Up the Cloud Infrastructure Set Up the Shared Server Zone Step 3 Click Set Up Shared Server Zone. Figure 9-6 Set Up Shared Server Zone Form Step 4 On the Set Up Shared Server Zone form, specify the following information: Field Action VMware vCenter Display only. Name of VMware vCenter managing shared zone virtual machines. This is the platform element that you defined in Define the Cisco UCS Manager Platform Element, page 9-3. Cisco UCS Manager Display only. Name of Cisco UCS Manager managing shared zone physical machines. This is the platform element that you defined in Define the Cisco UCS Manager Platform Element, page 9-3. Cisco Server Provisioner Display only. Name of Cisco Server Provisioner server that performs bare metal provisioning of physical and virtual servers in the shared zone. This is the platform element that you defined in Define the Cisco UCS Manager Platform Element, page 9-3. Infrastructure Network From the drop-down list, choose the bare metal provisioning network to be used in the shared zone. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 9-15
  • 212. Chapter 9 Setting Up the Cloud Infrastructure Set Up the Shared Server Zone Field Action vCenter Provisioning Display only. The dedicated vCenter network where the network Network provisioning engine, Cisco Server Provisioner, temporarily places machines while their operating systems is deployed. UCS Manager Provisioning Display only. The dedicated UCS Manager network where the network Network provisioning engine, Cisco Server Provisioner, temporarily places machines while their operating systems is deployed. VMware vCenter Enter the complete vCenter path to the datacenter that manages the Datacenter virtual machines. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. For help constructing the vCenter datacenter path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Step 5 Click Submit Order. Step 6 Proceed to the next section, Register One or More VM Templates. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide9-16 OL-26427-01
  • 213. Chapter 9 Setting Up the Cloud Infrastructure Register One or More VM TemplatesRegister One or More VM Templates You must register at least one VM template. Registered VM templates are available to users to select when they deploy virtual machines. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the Templates tab to open the portlet. Figure 9-7 Templates Portlet Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 9-17
  • 214. Chapter 9 Setting Up the Cloud Infrastructure Register One or More VM Templates Step 3 Click Register VM Template. Figure 9-8 Register VM Template Form Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 4 On the Register VM Template form, specify the following information:Field ActionVM Template Name Enter a short name for the VM template. This name will display in the portal selection drop-down lists.VM Template Description Enter information that describes the VM template.Operating System Family Choose the operating system category for the template from the drop-down list.Operating System Choose the operating system for the template from the drop-down list.VM Template Path in Enter the fully qualified path in vCenter for the template, including the template name.vCenter Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. For help constructing the vCenter template path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 9-18 OL-26427-01
  • 215. Chapter 9 Setting Up the Cloud Infrastructure Register One or More Cisco UCS Blades Step 5 Click Submit Order. Step 6 Proceed to the next section, Register One or More Cisco UCS Blades.Register One or More Cisco UCS Blades You must register at least one Cisco UCS blade that users can select when they commission physical servers. Note Before you can register a blade, it must already be installed in a UCS chassis. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the Blades and Pools tab to open the portlet. Figure 9-9 Blades & Pools Portlet Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 9-19
  • 216. Chapter 9 Setting Up the Cloud Infrastructure Register One or More Cisco UCS Blades Step 3 On the Blades & Pools portlet, click Register Cisco UCS Blade. Figure 9-10 Register Cisco UCS Blade Form Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 4 On the Register Cisco UCS Blade form, specify the following information: Field Action Chassis Enter the number of the UCS chassis where the blade is installed. Blade Enter the blade number within the UCS chassis. Step 5 Click Submit Order. Step 6 Proceed to the next section, Register One or More Cisco UCS Service Profile Templates. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide9-20 OL-26427-01
  • 217. Chapter 9 Setting Up the Cloud Infrastructure Register One or More Cisco UCS Service Profile TemplatesRegister One or More Cisco UCS Service Profile Templates You must register at least one Cisco UCS service profile template in Cisco UCS Manager. Registered templates are available to users when they deploy physical servers, or for administrators to select when they deploy hypervisor hosts. Note The template must already be defined in Cisco UCS Manager. Perform the following steps to register a Cisco UCS service profile template. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the Templates tab to open the portlet (Figure 9-7 on page 9-17). Step 3 Click Register Service Profile Template. Figure 9-11 Register Service Profile Template Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 9-21
  • 218. Chapter 9 Setting Up the Cloud Infrastructure Register One or More Cisco UCS Service Profile Templates Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 4 On the Register Service Profile Template form, specify the following information: Field Action Service Profile Template Name Enter the name of the service profile template exactly as defined in Cisco UCS Manager. This name will display in the portal selection drop-down lists. Service Profile Template Optional. Enter information that describes the service profile Description template. Is This a Hypervisor Template? Click the YES or NO radio button to indicate whether the template is a hypervisor template. If you click NO, skip to Step 5. If you click YES, you must provide the vCenter cluster path to which this service profile applies. (See the following item in this table.) Note Hypervisor templates are only available to Cloud Administrators. All other templates are available to all users. vCenter Cluster Hypervisor only. Enter the full path to the vCenter cluster to which this hypervisor service profile template applies. For example: Datacenter/IA-vCenter/Cluster Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Note For help constructing the vCenter cluster path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Step 5 Click Submit Order. At this point, you can proceed to Chapter 10, “Post-Configuration Options,” for optional configuration of templates, Cisco UCS blades, additional permissions, standards, and email templates. Otherwise, proceed to Chapter 11, “Setting Up an Organization and Adding Users” for required configurations. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide9-22 OL-26427-01
  • 219. CH A P T E R 10 Post-Configuration Options Note Before you can configure any of the optional settings presented in this chapter, you MUST complete all of the tasks, in sequence, that are presented in the previous chapters. After you have performed the steps outlined in Chapter 9, “Setting Up the Cloud Infrastructure,” for configuring platform elements, provisioning, networks, VM template, and shared server zone, you can then optionally perform any of the following tasks: • Register Additional Templates, page 10-2 – Register an Operating System Template, page 10-2 – Register Additional VM Templates, page 10-3 – Register Additional Service Profile Templates, page 10-3 • Register Additional Blades and Manage Blade Pools, page 10-3 • Modify Standards for Service Options, page 10-6 • Add Additional Networks, page 10-16 • Remove Reserved Portlet Buttons from the My Workspace Toolbar, page 10-20 Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 10-1
  • 220. Chapter 10 Post-Configuration Options Register Additional TemplatesRegister Additional Templates Register an Operating System template, Service Profile template, and additional VM templates for users to select when they deploy virtual machines and physical servers.Register an Operating System Template Register an existing bare metal operating system template from Cisco Server Provisioner. After the template is registered, it will be available to all users when deploying cloud servers. Note The template must already be defined in Cisco Server Provisioner. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the Templates tab to open the portlet. Step 3 On the Templates portlet (Figure 9-7 on page 9-17), click Register Operating System Template to open the form. Figure 10-1 Register Operating System Template Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 10-2 OL-26427-01
  • 221. Chapter 10 Post-Configuration Options Register Additional Blades and Manage Blade Pools Step 4 Specify the following information: Field Name Description Operating System Template Name Enter the name of the operating system template exactly as shown in Cisco Server Provisioner. This name will display in the portal selection drop-down lists. Operating System Template Description Optional. Enter information that describes the operating system template. Operating System Family Choose the operating system category for the template from the drop-down list. Operating System Choose the operating system for the template from the drop-down list. Step 5 Click Submit Order.Register Additional VM Templates In Chapter 9, “Setting Up the Cloud Infrastructure,” you registered a VM template for users to select when they deploy virtual machines. You can optionally register additional VM templates to also make available for deploying virtual machines. To register additional virtual templates, follow the instructions in Register One or More VM Templates, page 9-17.Register Additional Service Profile Templates In Chapter 9, “Setting Up the Cloud Infrastructure,” you registered a service profile template for users to select when they deploy physical servers, or for administrators to select when they deploy hypervisor hosts. You can optionally register additional service profile templates to also make available for deploying virtual machines. To register additional service profile templates, follow the instructions in Register One or More Cisco UCS Service Profile Templates, page 9-21.Register Additional Blades and Manage Blade Pools Register at least one Cisco UCS blade for use in the Cloud system for functions such as provisioning VMware ESXi hosts and commissioning physical servers. You must register the UCS blade before users can begin commissioning physical servers. Registered blades are automatically placed in the maintenance pool and are available for users when they commission physical servers. You can move UCS blades to and from physical and hypervisor pools, or put blades into maintenance mode. This enables you to control the balance of resource capacity allocated to each type of cloud use. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 10-3
  • 222. Chapter 10 Post-Configuration Options Register Additional Blades and Manage Blade PoolsRegister Additional Cisco UCS Blades In Chapter 9, “Setting Up the Cloud Infrastructure,” you registered a Cisco UCS blade, required for commissioning physical servers. To register additional blades, follow the directions in Register One or More Cisco UCS Blades, page 9-19. Note Before you can register a blade, it must already be installed in a UCS chassis.Manage Blade Pools Use the Manage Blade Pools service to move UCS blades to and from physical and hypervisor pools, or to place blades into maintenance mode. This service enables you to control the balance of resource capacity allocated for each type of cloud activity. Step 1 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 2 On the System Setup portal page, click the Blades and Pools tab to open the portlet. Step 3 On the Blades & Pools portlet (Figure 9-9 on page 9-19), click Manage Blade Pools to open the form. Figure 10-2 Manage Blade Pools Form Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 10-4 OL-26427-01
  • 223. Chapter 10 Post-Configuration Options Register Additional Blades and Manage Blade Pools Step 4 On the Manage Blade Pools form, specify the following information: Field Name Description UCS Manager Display only. The UCS Manager used for the cloud environment. Chassis Choose the number of the UCS chassis where the blade is installed from the drop-down list. Blade Choose the number of the blade within the UCS chassis from the drop-down list. Resource Pool Display only. Type of resource pool the blade is currently assigned. The following types of resource pools are available: • Maintenance—Holding area for blades that have been registered but not identified for a specific purpose. These blades are owned and managed by the Cloud Administrator and are not available to Server Owners. • Virtual—Includes blades that have been identified for hosting virtual servers and have been provisioned with ESXi. Note Blades in this pool never carry a status of Available. The status will always be In Use or Pending. • Physical—Includes blades that have been identified for use by Server Owners. Status Display only. Current availability status of the blade. Note The blade must be Available to be commissioned for use or to move it to another resource pool. The following states may display: • Available—Unassigned and not currently in use; the blade is available for physical server provisioning or ESXi provisioning. • In Use—Assigned for use by either a Server Owner (running Windows or Linux) or assigned for use by the Cloud Administrator as an ESXi host. • Pending—Blade is in transition. New Resource Pool Choose the resource pool to which the blade will be moved (Physical or Virtual) from the drop-down list. Step 5 Click Submit Order. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 10-5
  • 224. Chapter 10 Post-Configuration Options Modify Standards for Service OptionsModify Standards for Service Options Service option standards are the options that appear in drop-down lists for users to choose when ordering servers. Using the Standards service, you can control the available lease term options by adding or modifying of these service option standards. This section provides instructions for the following tasks: • View Standards Settings, page 10-6 • Add, Modify, or Delete a Lease Term Standard, page 10-7 • Add, Modify, or Delete an Operating System Standard, page 10-12 • Add, Modify, or Delete a Server Size Standard, page 10-14 You can add, modify, or delete the lease term, operating system, and server size standards for ordering servers. The values you set will appear as choices for users when ordering servers.View Standards Settings View the default standard settings for lease term, operating systems, and server size to determine whether you want to change the values. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab to open the portlet. Figure 10-3 Standards Portlet Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 10-6 OL-26427-01
  • 225. Chapter 10 Post-Configuration Options Modify Standards for Service Options Step 3 On the Standards portlet, click Define Order Standards. Step 4 In the Standard panel on the left, click Lease Terms in the Service Options folder on the left, and note the settings. Note Lease term settings are defined in seconds. If you add or modify a lease term standard, you will need to know the number of seconds in the new lease duration. The table in Step 7 of Add a New Lease Term Standard, page 10-8, lists seconds in hour and day units to help you calculate the values. Step 5 Repeat Step 1 through Step 4 for OS Systems and Server Size. To add, modify, or delete a standards, see the following sections: • Add, Modify, or Delete a Lease Term Standard • Add, Modify, or Delete an Operating System Standard, page 10-12 • Add, Modify, or Delete a Server Size Standard, page 10-14Add, Modify, or Delete a Lease Term Standard Lease term standards define the lease duration options that users can choose from drop-down lists when they order servers. A lease is a service option that sets a duration (for example, three months) on a server from the time it is commissioned. During the lease period, the server is active and accessible to users. When the lease term expires, the server is automatically decommissioned and placed into storage for a defined length of time. (When a server is decommissioned, it has not been deleted, but it is not accessible to users.) When the storage period expires, the server is deleted and its data is lost. Note A Server Owner can extend the lease on the server while it is active, or re-commission the server while it is in storage. Instructions for extending a lease and commissioning a server are provided in the Cisco Intelligent Automation for Cloud Starter Edition User Guide. Each lease term standard has four settings: • Term—The name of the option describing the duration of the lease. For example, 90 days. This value appears in the drop-down list for users to choose, so it must be clear and descriptive. • Runtime Seconds—The duration of the lease, defined in seconds. The runtime value must always match the defined term. For example, a 30 day lease has a runtime value is 2592000 seconds. This value is hidden from users. Note The table in Step 7 of Add a New Lease Term Standard, page 10-8, lists seconds in hour and day units to help you determine values for lease terms. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 10-7
  • 226. Chapter 10 Post-Configuration Options Modify Standards for Service Options • Storage Seconds—The time period during which the server is stored after the lease expires. The default setting is 864000 seconds, or 10 days. This value is hidden from users. • Warning1Seconds—The number of seconds before the lease expiration date when the first expiration warning notification is sent to the server owner. The default setting is 604800 seconds, or 7 days after commission. This value is hidden from users. • Warning2Seconds—The number of seconds before the lease expiration date when the second expiration warning notification is sent to the server owner. The default setting is 86400 seconds, or 1 day before expiration. This value is hidden from users. Starter Edition ships with five pre-configured lease term standards: 30 days, 90 days, 6 months (180 days), 1 year, and No Lease. You can accept, modify, or delete a default lease term standard, and you can add a new standard. This section provides instructions for the following modifications: • Add a New Lease Term Standard, page 10-8 • Modify a Lease Term Standard, page 10-10 • Delete a Lease Term Standard, page 10-11Add a New Lease Term Standard Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab to open the portlet. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click Lease Terms in the Service Options folder on the left. Step 5 Click Add New. An empty row appears. Step 6 In the Standard Data table, click inside the Term field in the new row and enter a label for a unit of time (for example, 60 days). This entry will appear to users in the drop-down list on the order forms. Note It is recommended that you avoid using months, because the numbers of days in months vary. Because lease durations are defined in seconds, and the seconds values would not be consistent from month to month. It is recommended that you use four-week units instead of months. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 10-8 OL-26427-01
  • 227. Chapter 10 Post-Configuration Options Modify Standards for Service Options Figure 10-4 Add a Standard—Lease Term Step 7 Click inside the Runtime Seconds field and enter the number of seconds in the Term duration you defined in Step 5. Do not include commas in the value. The Runtime Seconds value must match the Term you have entered. For example, the runtime value for a 60-day lease term is 5184000 seconds. Use the figures in the following table to calculate the Term duration in seconds. Duration Runtime Value (Seconds) 12 hours 43200 1 day 86400 7 days 604800 28 days 2419200 180 days (about 6 months) 15552000 365 days (1 year) 31536000 Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 10-9
  • 228. Chapter 10 Post-Configuration Options Modify Standards for Service Options Step 8 In the Storage Seconds field, enter the amount of time, in seconds, during which the decommissioned server is held in storage. When this defined storage duration expires, the server will be deleted. Note The suggested Storage Seconds value is 864000, or 10 days. Step 9 In the Warning1Seconds field, enter the amount of time, in seconds, before the lease expiration date when the first notification of expiration is automatically sent to the server owner. Note The suggested Warning1Seconds value is 604800, or 7 days before lease expiration. Step 10 In the Warning2Seconds field, enter the amount of time, in seconds, before the lease expiration date when the second notification of expiration is automatically sent to the server owner. Note Depending on the width of your screen, you may need to scroll to the right to see the Warning2Seconds field. Note The suggested Warning2Seconds value is 86400, or 1 day before lease expiration. Step 11 Click Save.Modify a Lease Term Standard Note The Term label and the Runtime Seconds value must match. Do not modify either without modifying the other. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click Lease Terms in the Service Options folder on the left. Step 5 In the Standard Data column, click inside the Term field in the appropriate row and change the label (for example, 8 weeks). This entry will appear to users in the drop-down list on the order forms. Note It is recommended that you avoid using months, because the numbers of days in months vary. Because lease durations are defined in seconds, and the seconds values would not be consistent from month to month. It is recommended that you use four-week units instead of months. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 10-10 OL-26427-01
  • 229. Chapter 10 Post-Configuration Options Modify Standards for Service Options Step 6 Use the figures in the table Step 7 of Add a New Lease Term Standard, page 10-8, to calculate a duration in seconds. Note The runtime must match the number of seconds in the Term you have entered. Do not include commas in the value. Step 7 For Storage Seconds, Warning1Seconds, and Warning2Seconds, you can change the values, or accept the default values: • Storage Seconds—864000 (10 days) • Warning1Seconds—604800 (7 days) • Warning2Seconds—86400 (1 day) Note Depending on the width of your screen, you may need to scroll to the right to see the Warning2Seconds field. Step 8 Click Save.Delete a Lease Term Standard Note Do not delete or modify the No Lease standard unless you want to enforce leases on servers. If you delete the No Lease standard, users will not be able order servers without leases. Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click Lease Terms in the Service Options folder on the left. Step 5 In the Standard Data column, click inside the Term field for the standard that you want to delete. Step 6 Click Delete, and then confirm the deletion. Step 7 Click Save. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 10-11
  • 230. Chapter 10 Post-Configuration Options Modify Standards for Service OptionsAdd, Modify, or Delete an Operating System Standard Starter Edition ships with five pre-defined operating system standards that users can choose when commissioning virtual machines with operating systems installed and that administrators use to register VM templates: • Linux—CentOS 5/6 64-bit • Linux—Red Hat Enterprise Linux 6 64-bit • Windows—Windows Server 2008 R2 64-bit • VMware ESXi—ESXi 4.1 • ESXi—ESXi 5.0 You can accept or modify default operating system standards, and add new standards. This section provides instructions for the following modifications: • Add an Operating System Standard, page 10-12 • Modify an Operating System Standard, page 10-13 • Delete an Operating System Standard, page 10-13Add an Operating System Standard Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click OS Systems in the Service Options folder on the left. Step 5 Click Add New. An empty row appears. Figure 10-5 Add a Standard—Operating Systems Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 10-12 OL-26427-01
  • 231. Chapter 10 Post-Configuration Options Modify Standards for Service Options Step 6 In the Standard Data column, click inside the OS Type field in the new row and enter the OS Type (Windows, Linux, or VMware ESXi). This entry will appear to users in drop-down lists on the order forms. Step 7 In the OS System field, enter the name of the operating system and the version number. Step 8 Click Save.Modify an Operating System Standard Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click OS Systems in the Service Options folder on the left. Step 5 In the Standard Data column, click inside the OS System field in the new row and edit the value. Step 6 Click Save.Delete an Operating System Standard Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click OS Systems in the Service Options folder on the left. Step 5 In the Standard Data column, click inside the OS System field for the standard that you want to delete. Step 6 Click Delete, and then confirm the deletion. Step 7 Click Save. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 10-13
  • 232. Chapter 10 Post-Configuration Options Modify Standards for Service OptionsAdd, Modify, or Delete a Server Size Standard Starter Edition ships with four pre-defined server size standards that users can choose when commissioning servers: Small, Medium, Large, and Extra Large. Each standard defines the CPU, Memory GB, and Storage GB, as shown in Table 10-1. Table 10-1 Default Server Sizes Server Size CPUs Memory (GB) Storage (GB) Small 2 2 20 Medium 4 2 60 Large 6 4 80 Extra Large 8 16 60 You can accept, modify, or delete a server size standard, and you can add a new standard. This section provides instructions for the following modifications: • Add a Server Size Standard, page 10-14 • Modify a Server Size Standard, page 10-15 • Delete a Server Size Standard, page 10-15Add a Server Size Standard Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click Server Size in the Service Options folder on the left. Step 5 Click Add New. An empty row appears. Figure 10-6 Add a Standard—Server Size Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 10-14 OL-26427-01
  • 233. Chapter 10 Post-Configuration Options Modify Standards for Service Options Step 6 In the Standard Data column, click inside the Server Size field in the new row and enter the a label for the new size (for example, Extra Small). This entry will appear to users in drop-down lists on the order forms. Step 7 Enter the values for CPUs, Memory GB, and Storage GB in the appropriate fields. Note Depending on the width of your screen, you may need to scroll to the right to see the Storage GB field. Step 8 Click Save.Modify a Server Size Standard Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click Server Size in the Service Options folder on the left. Step 5 In the Standard Data table, click in any of the fields to set new values. Step 6 Click Save.Delete a Server Size Standard Step 1 Choose My Workspace from the module drop-down list, and then click the System Setup tab. Step 2 On the System Setup portal page, click the Standards tab. Step 3 In the Standards portlet (Figure 10-3 on page 10-6), click Define Order Standards. Step 4 Click Server Size in the Service Options folder on the left. Step 5 In the Standard Data column, click inside the Server Size field for the standard that you want to delete. Step 6 Click Delete, and then confirm the deletion. Step 7 Click Save. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 10-15
  • 234. Chapter 10 Post-Configuration Options Add Additional NetworksAdd Additional Networks Note You must be logged in as a Cloud Provider Technical Administrator to add a network. In Chapter 9, “Add Required Networks,” you set up an infrastructure network and a community network. You can now optionally add user and management networks. • Add a User Network, page 10-16 • Add a Management Network, page 10-18Add a User Network Define a shared or controlled-access network within the cloud system for users in an organization to deploy servers. A user network can be dedicated to one organization or shared across organizations. Step 1 Open Cloud Portal and log in as a Cloud Provider Technical Administrator. Step 2 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 3 On the System Setup portal page, click the Networks tab to open the form. Step 4 On the Add Network form (Figure 9-4 on page 9-10), specify the following information: Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Field Name Description Network Name Enter a short, descriptive network name that will be shown in portal drop-down selection lists. Subnet Address Specification Enter the network for this subnet in CIDR notation, for example, 192.0.2.0/24. Enter only an IPv4 type of IP address. Note Only /24 subnets are supported. Is this a Community Network? Ensure that this setting is No. The Yes setting locks the network type to User. Ensure that No is selected to allow creation of an explicit access user network. Network Type Choose User from the drop-down list to add a user network. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide10-16 OL-26427-01
  • 235. Chapter 10 Post-Configuration Options Add Additional Networks Field Name Description vCenter Network Enter the full path of the corresponding vCenter port group. “Port group” is the vCenter term for VLAN. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Note For help constructing a vCenter path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” UCS Network Enter the name of the corresponding UCS VLAN. Subnet Mask Display only. The subnet mask resulting from the prefix of the UCS network you specified on this form. Gateway Address Use the default gateway network that is populated from the subnet address or enter a different gateway network address (for example, 192.0.2.1). This IP address will not be assigned to any server deployed by the system. FHRP1Address Use the default FHRP (First Hop Redundancy Protocol) gateway 1 network address enter a different FHRP1 address (for example, 192.0.2.2). This IP address will not be assigned to any server deployed by the system. FHRP2Address Use the default FHRP (First Hop Redundancy Protocol) gateway 2 network address enter a different FHRP1 address (for example, 192.0.2.3). This IP address will not be assigned to any server deployed by the system. Broadcast Address Use the default broadcast address that is populated from the subnet address or enter a different broadcast network address (for example, 192.0.2.255). This IP address will not be assigned to any server deployed by the system. Primary DNS Address Enter the primary DNS address for servers on this network. This IP address will not be assigned to any server deployed by the system. Secondary DNS Address Enter the secondary DNS address for servers on this network. This IP address will not be assigned to any server deployed by the system. Step 5 Click Submit Order. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 10-17
  • 236. Chapter 10 Post-Configuration Options Add Additional NetworksAdd a Management Network A management network can optionally be assigned to a user network. A management network within the cloud system may be used to manage cloud servers, for example, for remote access and monitoring. Step 1 Open Cloud Portal and log in as a Cloud Provider Technical Administrator. Step 2 Choose My Workspace from the module drop-down list and click the System Setup tab. Step 3 On the System Setup portal page, click the Networks tab. Step 4 In the Networks portlet (Figure 9-3 on page 9-9), click Add Network to open the form. Step 5 On the Add Network form (Figure 9-4 on page 9-10), specify the following information: Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Field Name Description Network Name Enter a short, descriptive network name that will be shown in portal drop-down selection lists. Subnet Address Specification Enter the network for this subnet in CIDR notation, for example, 192.0.2.0/24. Enter only an IPv4 type of IP address. Note Only /24 and smaller subnets are supported. Is this a Community Network? Ensure that this setting is No. Network Type Choose Management from the drop-down list to add a management network. vCenter Network Enter the full path of the corresponding vCenter VLAN. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. Note For help constructing a vCenter path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” UCS Network Enter the name of the corresponding UCS VLAN. Subnet Mask Display only. The subnet mask resulting from the prefix of the UCS network you specified on this form. Gateway Address Use the default gateway network that is populated from the subnet address or enter a different gateway network address (for example, 192.0.2.1). This IP address will not be assigned to any server deployed by the system. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide10-18 OL-26427-01
  • 237. Chapter 10 Post-Configuration Options Add Additional Networks Field Name Description FHRP1Address Use the default FHRP (First Hop Redundancy Protocol) gateway 1 network address enter a different FHRP1 address (for example, 192.0.2.2). This IP address will not be assigned to any server deployed by the system. FHRP2Address Use the default FHRP (First Hop Redundancy Protocol) gateway 2 network address enter a different FHRP1 address (for example, 192.0.2.3). This IP address will not be assigned to any server deployed by the system. Broadcast Address Use the default broadcast address that is populated from the subnet address or enter a different broadcast network address (for example, 192.0.2.255). This IP address will not be assigned to any server deployed by the system. Primary DNS Address Enter the primary DNS address for servers on this network. This IP address will not be assigned to any server deployed by the system. Secondary DNS Address Enter the secondary DNS address for servers on this network. This IP address will not be assigned to any server deployed by the system. Step 6 Click Submit Order. Step 7 Proceed to Chapter 11, “Setting Up an Organization and Adding Users.” Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 10-19
  • 238. Chapter 10 Post-Configuration Options Remove Reserved Portlet Buttons from the My Workspace ToolbarRemove Reserved Portlet Buttons from the My WorkspaceToolbar Reserved portlets are out-of-the-box portlets that ship with Cisco Cloud Portal. Reserved portlets can be added to portal pages by clicking buttons in the toolbar in the My Workspace module. Unless you hide them, these buttons appear by default. Figure 10-7 My Workspace—Reserved Portlet Buttons There are three reserved portlets: Reserved Portlet Button Description Search Adds a Search portlet to the current portal page. It allows you to search for services by service name. Orders Adds an Orders portlet to the current portal page that displays a list of recent orders. Approval Adds an Approvals portlet to the current portal page that displays a list of tasks needing approvals When you click a reserved portlet button, it adds a portlet to the portal page you are currently viewing, as shown in Figure 10-8 on page 10-21. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide10-20 OL-26427-01
  • 239. Chapter 10 Post-Configuration Options Remove Reserved Portlet Buttons from the My Workspace Toolbar Figure 10-8 My Workspace—Search Portlet Reserved portlets cannot be removed from a portal page or edited once they are added. However, you can set any or all of them to “inactive” to remove the buttons from the toolbar. To inactivate the reserved portlets, perform the following steps. Step 1 Choose Portal Designer from the module drop-down list, and then click the Portlets tab. Step 2 Expand Reserved Portlets in the left pane and click any of the portlets in the folder. Step 3 In the Content Portlet Information pane, click the Inactive radio button. Step 4 Click Save. Step 5 Repeat Step 1 through Step 4 for other reserved portlets that you want to inactivate. Note To reactivate a reserved portlets, follow Step 1 through Step 2, click the Active radio button, and then click Save. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 10-21
  • 240. Chapter 10 Post-Configuration Options Remove Reserved Portlet Buttons from the My Workspace Toolbar Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide10-22 OL-26427-01
  • 241. CH A P T E R 11 Setting Up an Organization and Adding Users Note Before you can configure any of the optional settings presented in this chapter, you MUST complete all of the tasks presented in Chapter 9, “Setting Up the Cloud Infrastructure.” This chapter guides you through setting up organizations and users. It includes the following sections: • Create an Organization • Create a New User to Add as an Organization Technical Administrator • Assign Additional Permissions for the Organization Technical Administrator Role • Add a Server Owner Note Perform every task this chapter exactly as instructed and in the sequence that is presented. Do not skip sections. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 11-1
  • 242. Chapter 11 Setting Up an Organization and Adding Users Create an OrganizationCreate an Organization You must first define a new organization of cloud users. Step 1 Choose My Workspace from the module drop-down list and click the Organization Management tab. Figure 11-1 Organization Management Portal Step 2 On the Organization Management portal page, click Create Organization to open the form. Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 3 Specify the following information on the Create Organization form: Field Name Description Organization Name A descriptive name for the organization. Organization Description Any relevant information about the organization that a user with organization management permissions would need to know. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 11-2 OL-26427-01
  • 243. Chapter 11 Setting Up an Organization and Adding Users Create an Organization Field Name Description VMware vCenter Resource The full path to the resource pool that will manage the virtual machines Pool for the organization. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. For help constructing the vCenter cluster path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” VMware vCenter Datastore The full path to the VMware vCenter datastore that will store the virtual machines deployed by users in the organization. Caution For Starter Edition, vCenter object names cannot contain forward slashes. If any of your vCenter object names contains forward slashes, please rename the files before you specify a vCenter path. For more information, please see the VMware Software Preparation, page 1-9. For help constructing the vCenter cluster path, see Appendix D “Constructing Paths Using Cisco UCS Manager and VMware vSphere.” Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 11-3
  • 244. Chapter 11 Setting Up an Organization and Adding Users Create an Organization Figure 11-2 Create Organization Form Step 4 Click Submit Order. Step 5 Proceed to the next section, Create a New User to Add as an Organization Technical Administrator. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide11-4 OL-26427-01
  • 245. Chapter 11 Setting Up an Organization and Adding Users Create a New User to Add as an Organization Technical AdministratorCreate a New User to Add as an Organization TechnicalAdministrator If you are not using a directory service, perform the following steps to assign an existing user as an Organization Technical Administrator for an organization. Organization Technical Administrator are employees of the organization with some administrative access and control over their organization’s environment. The Organization Technical Administrators manage an organization’s user accounts, virtual data centers, and organization-specific service catalogs in Cisco Cloud Portal. They also add Server Owners, or users, within the organization (see Add a Server Owner, page 11-9). Note If the information shown in Figure 11-3 appears on the Add Organization Technical Administrator form, it is strongly recommended that you do not proceed with the Add Organization Technical Administrator service. In this case, the external directory has already defined the user with an organization and role. Any changes you make will be overridden by the definitions set in the directory. Figure 11-3 Directory Authorization Notation Step 1 Choose My Workspace from the module drop-down list, and then click the Organization Management tab to open the portal. Step 2 On the Organization Management portal page, click Add Organization Technical Administrator to open the form. Step 3 On the Add Organization Technical Administrator form, choose the organization to which you want to add the new user as an Organization Technical Administrator. Step 4 Choose Create New User from the Action drop-down list. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 11-5
  • 246. Chapter 11 Setting Up an Organization and Adding Users Create a New User to Add as an Organization Technical Administrator Figure 11-4 Add Organization Technical Administrator Form—Create New User Step 5 Provide the following information: Field Action First Name Enter the first and last name of the new Organization Technical Last Name Administrator. Login Enter a unique login identifier for the new Organization Technical Administrator. Email Enter the new Organization Technical Administrator’s email address. Time Zone From the drop-down list, choose the time zone associated with the new new Organization Technical Administrators primary address. Password Enter and then re-enter the password for the new Organization Technical Confirm Password Administrator. Step 6 Click Submit Order. Step 7 Proceed to the next section, Assign Additional Permissions for the Organization Technical Administrator Role. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide11-6 OL-26427-01
  • 247. Chapter 11 Setting Up an Organization and Adding Users Assign Additional Permissions for the Organization Technical Administrator RoleAssign Additional Permissions for the Organization TechnicalAdministrator Role Starter Edition ships with permissions assigned to certain roles. However, you must manually assign additional permissions to the Organization Technical Administrator role.Read/Write Permission for Role The setting allows an Organization Technical Administrator to add other Organization Technical Administrators. Step 1 Choose Organization Designer from the module drop-down list, and then click the Roles tab. Step 2 Expand Cisco Intelligent Automation for Cloud Roles in the Role Hierarchy pane, and click Organization Technical Administrator. Step 3 In the right menu, select Permissions to open the Permissions Assigned to This Role pane. Step 4 Click Add Permission. Step 5 Add [Additional] Permission form, choose the following filters from the drop-down lists: • Object Type—Role • Permissions for this type—Read/Write • Assign permission to—Selected Objects Step 6 In the Roles pane, check the check box beside Organization Technical Administrator. Figure 11-5 Organization Designer—Add “Read/Write” Permission for Role Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 11-7
  • 248. Chapter 11 Setting Up an Organization and Adding Users Assign Additional Permissions for the Organization Technical Administrator Role Step 7 Click Add. Step 8 Proceed to the next section, Read/Write Permission for Person.Read/Write Permission for Person The setting allows an Organization Technical Administrator to assign other Organization Technical Administrators and to manage people within the organization. Step 1 Choose Organization Designer from the module drop-down list, and then click the Roles tab. Step 2 Expand Cisco Intelligent Automation for Cloud Roles in the Role Hierarchy pane, and select Organization Technical Administrator. Step 3 From the right menu, select Permissions to open the Permissions Assigned to This Role pane. Step 4 Click Add Permission to open the Add [Additional] Permission form. Step 5 Select the following filters: • Object Type—Person • Permissions for this type—Read/Write • Assign permission to—All objects of this type Figure 11-6 Organization Designer—Add “Read/Write” Permission for Person Step 6 Click Add. Step 7 Proceed to the next section, Add a Server Owner. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide 11-8 OL-26427-01
  • 249. Chapter 11 Setting Up an Organization and Adding Users Add a Server OwnerAdd a Server Owner Cloud Portal users consist of Server Owners, who are employees of an organization who order and provision servers. There are two kinds of Server Owners: • Virtual and Physical Server Owner—Orders and provisions virtual machines and physical servers. • Virtual Server Owner—Orders and provisions virtual machines only. Both users are created using the same form. To add users, perform the following steps: Step 1 Choose My Workspace from the module drop-down list and click the User Management tab. Figure 11-7 User Management Portal Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 11-9
  • 250. Chapter 11 Setting Up an Organization and Adding Users Add a Server Owner Step 2 On the User Management portal page, click Add User to open the form. Figure 11-8 Add User Form Step 3 On the Add User form, choose the organization to which you want to add the new user as a Server Owner. Step 4 Choose Create New User from the Action drop-down list. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide11-10 OL-26427-01
  • 251. Chapter 11 Setting Up an Organization and Adding Users Add a Server Owner Note The asterisk * next to a field indicates that it is a required field and must contain a valid value. Step 5 Provide the following information: Field Action First Name Enter the first and last name of the new Server Owner. Last Name Login Enter a unique login identifier for the new Server Owner. Email Enter the new Server Owner’s email address. Roles Click one of theclick one of the following radio buttons to indicate the role to be assigned to the user: • Virtual Server Owner—User can order virtual servers. • Virtual and Physical Server Owner—User can order both virtual and physical servers. Time Zone From the drop-down list, choose the time zone associated with the new new Server Owners primary address. Password Enter and then re-enter the password for the new Server Owner. Confirm Password Step 6 In the Roles field, click one of the following radio buttons to indicate the role to be assigned to the user: • Virtual Server Owner—User can order virtual servers. • Virtual and Physical Server Owner—User can order both virtual and physical servers. Step 7 Click Submit Order. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 11-11
  • 252. Chapter 11 Setting Up an Organization and Adding Users Add a Server Owner Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide11-12 OL-26427-01
  • 253. A P P E N D I X A Solution Prerequisites Checklists Chapter 1, “Solution Prerequisites,” specifies all of the requirements that you must meet before installing Cisco Intelligent Automation for Cloud Starter Edition. Use the following checklists to help ensure that all of the prerequisites are met before the installation: • Minimum Hardware Requirements for Platform Elements, page A-2 • Minimum Software Requirements, page A-3 • Default Ports and Protocols, page A-4 • Limitations and Scalability, page A-5 • Starter Edition Software Installation Requirements, page A-5 • Network Requirements, page A-6 • Storage Management Requirements, page A-6 • Cisco UCS Manager and Bare Metal Operating System Provisioning Requirements, page A-7 • VMware Software Requirements, page A-8 • Directory and Mail Server Requirements, page A-8 • Organizations and Users Preparation, page A-8 Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 A-1
  • 254. Appendix A Solution Prerequisites Checklists Minimum Hardware Requirements for Platform ElementsMinimum Hardware Requirements for Platform Elements For more information about these requirements, see Minimum Hardware Requirements for Platform Elements, page 1-2.Table A-1 Minimum Hardware Requirements for Platform ElementsPlatform Element Component ServerTidal Enterprise CPU 64-bit 2.8 GHz or higher coreOrchestrator Server1 Memory 2 GB minimum (8 GB or higher recommended) 8 GB of RAM (if Microsoft SQL Server is installed on same machine as Tidal Enterprise Orchestrator) Disk Space 1 GB of available hard disk space dedicated to Tidal Enterprise OrchestratorCisco Cloud Portal CPU Intel Core 2 Dual processor or equivalent Memory 4 GB RAM Disk Space 40 GB free hard disk spaceCisco Cloud Portal CPU Intel Core 2 Dual processor or equivalentDatabase Memory 4 GB RAM Disk Space 50 GB free hard disk spaceCisco Server Provisioner CPU EM64T, Intel 64 or AMD64 Memory 512 MB Disk Space 40 GB1. For complete installation prerequisites, see the Cisco TEO Installation and Administration Guide. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide A-2 OL-26427-01
  • 255. Appendix A Solution Prerequisites Checklists Minimum Software RequirementsMinimum Software Requirements For more information about these requirements, see Minimum Software Requirements, page 1-3.Table A-2 Minimum Software RequirementsComponent Server Supported VersionsApplication Server Tidal Enterprise Orchestrator Microsoft Windows Server 2008 (64-bit)Operating System Cisco Cloud Portal Microsoft Windows Server 2008 R2 (64-bit) with SP1 Red Hat Enterprise Linux 5.6 (32-bit or 64-bit) Cisco Server Provisioner Red Hat or CentOS 5.6 (64-bit)Application Server Tidal Enterprise Orchestrator .NET Framework 4.0Framework Cisco Cloud Portal JBoss® 4.2.3 (Sun JDK 6 Update 23)Application Software Tidal Enterprise Orchestrator VMware vSphere PowerCLI 4.x or later Cisco Cloud Portal v3.0.1, with the REX adapterLDAP Server (if using a Tidal Enterprise Orchestrator Microsoft Active Directory 2003 or 2008directory) Cisco Cloud Portal Microsoft Active Directory 2008 IBM Tivoli™ Directory Server 6.0 FP6 Sun Java™ System Directory Server 5.2 P6Web Server Tidal Enterprise Orchestrator Microsoft Internet Information Services (IIS) 6.0 Microsoft Internet Information Services (IIS) 7.0 with 6.0 compatibility Cisco Cloud Portal Microsoft Internet Information Services (IIS) 7.5 1Virtualization Hypervisor VMware ESXi 4.1 Ux, 5.0 Hypervisor Manager VMware vCenter/vSphere 4.1 Ux, 5.0Physical Server Cisco UCS Manager 1.4 and 2.0Provisioning Blade Model B200, B230, B250, B4401. For Starter Edition, vCenter object names cannot contain slashes. For more information, please see the Caution in VMware Software Preparation, page 1-9. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 A-3
  • 256. Appendix A Solution Prerequisites Checklists Default Ports and ProtocolsDefault Ports and Protocols For more information about these requirements, see Default Ports and Protocols, page 1-4.Table A-3 Requirements—Default Ports and ProtocolsApplication Default Port Protocol DescriptionCisco Cloud Portal 8088 TCP Client web browser connections to the Cloud Portal RequestCenter 8089 TCP Tidal Enterprise Orchestrator communications to the Cisco Cloud Portal inbound web serviceTidal Enterprise 2081 TCP User Web browser connections to the Tidal EnterpriseOrchestrator Orchestrator web console 61525 TCP Tidal Enterprise Orchestrator Console access to the Tidal Enterprise Orchestrator Server 61526 TCP Web Service (API) communication using HTTPS protocol from the Cisco Cloud Portal to the Tidal Enterprise Orchestrator web service 61527 TCP Web Service (API) communication using HTTP protocol from the Cisco Cloud Portal to the Tidal Enterprise Orchestrator web serviceCisco Server 80 TCP HTTP web service communication between Tidal EnterpriseProvisioner Orchestrator and Cisco Server Provisioner 21 TCP FTP protocol used for Cisco Server Provisioner client provisioning 67 UDP BOOTP protocol used for Cisco Server Provisioner client provisioning. 111 UDP TFTP protocol used for Cisco Server Provisioner client provisioning 139 TCP/UDP NetBios protocol used for Cisco Server Provisioner client provisioning 445 TCP/UDP SMB protocol used for Cisco Server Provisioner client provisioning 4011 TCP BINL protocol used for Cisco Server Provisioner client provisioning Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide A-4 OL-26427-01
  • 257. Appendix A Solution Prerequisites Checklists Limitations and ScalabilityLimitations and Scalability For more information about these requirements, see Limitations and Scalability, page 1-5. Table A-4 Requirements—Limitations and Scalability Entity Limitations Cisco UCS Manager 1 instance; 1 point of delivery (POD) with up to 160 blades/host Tidal Enterprise Orchestrator server 1 server Cisco Server Provisioner server 1 (no hierarchy) Registered users Up to 1,000; up to 200 concurrent users Service items (concurrent) Up to 10,000 1 VMware vCenter 1 instance 1. For Starter Edition, vCenter object names cannot contain slashes. For more information, please see the Caution in VMware Software Preparation, page 1-9.Starter Edition Software Installation Requirements For more information about these requirements, see Starter Edition Software Installation Preparation, page 1-6. • Installing an Operating System on the Application Server—Table A-5 • Installing Database Servers—Table A-6 • Installing Starter Edition Software on Application Servers—Table A-7 Table A-5 Requirements—Installing an Operating System on the Application Server Components Operating system is installed on Tidal Enterprise Orchestrator Operating system is installed on Cisco Cloud Portal Operating system is installed on Cisco Server Provisioner Table A-6 Requirements—Installing Database Servers Components Database server is available to Tidal Enterprise Orchestrator Database server is available to Cisco Cloud Portal Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 A-5
  • 258. Appendix A Solution Prerequisites Checklists Network Requirements Table A-7 Requirements—Installing Starter Edition Software on Application Servers Components Tidal Enterprise Orchestrator is installed on a targeted application server Cisco Cloud Portal is installed on a targeted application server Cisco Server Provisioner is installed a targeted application serverNetwork Requirements For more information about these requirements, see Networks, page 1-7. Table A-8 Requirements—Networks Requirement A VLAN for Cisco Server Provisioner to use as its private PXE VLAN, set up in UCS Manager and in vCenter1,2 A VLAN for use as an infrastructure network At least one VLAN to use as a destination network for provisioning servers 1. For more information, see the [link Cisco Server Provisioner User’s Guide]. 2. For Starter Edition, vCenter object names cannot contain slashes. For more information, please see the Caution in VMware Software Preparation, page 1-9.Storage Management Requirements For more information about these requirements, see Storage Management Preparation, page 1-7. Table A-9 Requirements—Storage Management Requirement Create storage and configure as datastores. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide A-6 OL-26427-01
  • 259. Appendix A Solution Prerequisites Checklists Cisco UCS Manager and Bare Metal Operating System Provisioning RequirementsCisco UCS Manager and Bare Metal Operating SystemProvisioning Requirements For more information about these requirements, see Cisco UCS and Bare Metal Operating System Provisioning Preparation, page 1-8. • UCS Manager Installation and Configuration—Table A-10 • Creating UCS Manager Pools and Policies—Table A-11 • Creating Cisco UCS Manager Service Profile Templates—Table A-12 Table A-10 Requirement—Installing and Configuring UCS Manager Requirement UCS Manager is installed and configured before installing Starter Edition. Table A-11 Requirements—Creating UCS Manager Pools Requirement UUID suffix pool MAC address pool WWNN pool WWPN pool Table A-12 Requirements—Creating Cisco UCS Manager Service Profile Templates and Policies Requirement A hypervisor service profile template, per cluster, with the same quantity and configuration of vNICs as on other hosts in the same cluster. The native VLAN for the first vNIC should be set to the Management VLAN for that vCenter.1 At least one service profile template for physical server provisioning A local boot policy assigned to the physical server service profile template which is set to boot from local disk A boot policy named "PXEBoot" which is configured to boot from the network. Note This name is mandatory. Provisioning templates are prepared according to Cisco Server Provisioner product documentation. (See the Cisco Server Provisioner Users Guide.) UCS blades for provisioning VMware ESXi hypervisor hosts have at least one local drive. 1. For Starter Edition, vCenter object names cannot contain slashes. For more information, please see the Caution in VMware Software Preparation, page 1-9. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 A-7
  • 260. Appendix A Solution Prerequisites Checklists VMware Software RequirementsVMware Software Requirements Caution For Starter Edition, vCenter object names cannot contain forward slashes. For more information, please see VMware Software Preparation, page 1-9. Table A-13 Requirements—VMware Software Installation Requirement vCenter object names do not contain forward slashes. vSphere Powershell CLI 4.x or later is installed on the Cisco Tidal Enterprise Orchestrator server. VMware Enterprise licensing is applied. VMware vSphere Distributed Resource Scheduler (DRS) is enabled. VM templates have been created with VMware tools installed to support operating system customizations.Directory and Mail Server Requirements For more information about these requirements, see Directory and Mail Server Preparation, page 1-10. Table A-14 Requirements—Directory and Mail Server Requirement LDAP server is installed and configured, and Microsoft Active Directory is deployed. SMTP server is installed and configured with an account to send and receive emails.Organizations and Users Preparation See Organizations and Users Preparation, page 1-10. Table A-15 Requirements—Organizations and Users Requirement Prepare a list of organizations. Prepare a list of organization users. Prepare a list of organization administrators. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide A-8 OL-26427-01
  • 261. A P P E N D I X B Solution Deployment Checklists To ensure full functionality of Cisco Intelligent Automation for Cloud Starter Edition, you must strictly follow the setting up, configuring, and deploying tasks that are presented in this guide in the sequence presented in this guide. This appendix provides two checklists to aid you as you configure Starter Edition: • Required Configuration Checklists, page B-2 – Starter Edition Prerequisites Checklist, page B-2 – Tidal Enterprise Orchestrator Setup Checklist, page B-3 – Directory Integration Setup (Optional) Checklist, page B-3 – Cloud Portal Setup Checklist, page B-4 – Service Catalog Deployment Checklist, page B-4 – Portal and Portlet Deployment Checklist, page B-4 – Permissions Settings for Portal and Portlets Checklist, page B-5 – Agent Configuration Checklist, page B-6 – Cloud Administration Setup Checklist, page B-6 – Email Notification Template Modification Checklist, page B-7 – Cloud Infrastructure Setup Checklist, page B-8 – Organizations and Users Setup Checklist, page B-8 • Starter Edition Installation Checklist (Optional), page B-9 • Starter Edition 3.0.1 Upgrade Checklist (Optional), page B-9 Note It is strongly recommended that as you configure Starter Edition, you record the all of the settings you enter. Log the information in the worksheets in Appendix C, “Solution Deployment Worksheets,” and save them as a record that Cisco Services or administrators can consult should any problems arise. Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 B-1
  • 262. Appendix B Solution Deployment Checklists Required Configuration ChecklistsRequired Configuration Checklists The checklists in this section list the required tasks, in sequence, for setting up Starter Edition: • Starter Edition Prerequisites Checklist, page B-2 • Tidal Enterprise Orchestrator Setup Checklist, page B-3 • Directory Integration Setup (Optional) Checklist, page B-31 • Cloud Portal Setup Checklist, page B-4 • Service Catalog Deployment Checklist, page B-4 • Portal and Portlet Deployment Checklist, page B-4c • Permissions Settings for Portal and Portlets Checklist, page B-5 • Agent Configuration Checklist, page B-6 • Cloud Administration Setup Checklist, page B-6 • Email Notification Template Modification Checklist, page B-7 • Cloud Infrastructure Setup Checklist, page B-8 • Organizations and Users Setup Checklist, page B-8Starter Edition Prerequisites Checklist For details on the prerequisites, see Chapter 1, “Solution Prerequisites.” Table B-1 Starter Edition Prerequisites Checklist Task See Page You have reviewed Appendix 1, “Solution Prerequisites,” completed the A-1 checklists in Appendix A, “Solution Prerequisites Checklists,” and have confirmed that all of the Starter Edition prerequisites are met. 1. This section only applies if you are using a directory service and external authentication is enabled in your environment. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide B-2 OL-26427-01
  • 263. Appendix B Solution Deployment Checklists Required Configuration ChecklistsTidal Enterprise Orchestrator Setup Checklist For instructions, see Chapter 2, “Configuring Tidal Enterprise Orchestrator.” Table B-2 TEO Setup Checklist Task See Page Import the Core Automation Pack 2-3 Import the Common Activities Automation Pack 2-8 Import the Intelligent Automation for Compute Automation Pack 2-9 Import the Intelligent Automation for Cloud Starter Automation Pack 2-13 (For Linux only) Configure extended target properties for 2-19 Cisco Cloud Portal Integration API (For Linux only) Configure extended target properties for 2-22 Cisco Cloud Portal Request Center Refresh Tidal Enterprise Orchestrator Server Web Service 2-23Directory Integration Setup (Optional) Checklist Note These tasks are required only if external authentication is enabled for your environment. Otherwise, skip to the next checklist. For instructions, see Chapter 4, “Setting Up Directory Integration.” Table B-3 Directory Integration Setup Checklist Task See Page Create Cloud Provider Technical Administrator user group in the directory 4-2 Create Organization Technical Administrator user group in the directory 4-2 Create Virtual Server Owner user group in the directory 4-2 Create Virtual and Physical Server Owner user group in the directory 4-2 Configure datasource information in Cloud Portal 4-2 Configure and test mappings in Cloud Portal 4-4 Configure events in Cloud Portal 4-6 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 B-3
  • 264. Appendix B Solution Deployment Checklists Required Configuration ChecklistsCloud Portal Setup Checklist For instructions, see Chapter 5, “Setting Up Cisco Cloud Portal.” Table B-4 Cloud Portal Setup Checklist Task See Page Apply hotfixes 5-2 Enable Web services 5-2 Create a local user for the REX adapter 5-3 Create a local user for nsAPI 5-5 Create a dropbox for data synchronization 5-6Service Catalog Deployment Checklist For instructions, see Deploy Starter Edition Service Catalogs, page 6-2 Table B-5 Service Catalog Deployment Checklist Task See Page Copy service catalog files to Cloud Portal server 6-2 Import and deploy service catalogs 6-3Portal and Portlet Deployment Checklist For instructions, see Import and Deploy Portal Packages, page 6-6 Table B-6 Portal Deployment and Configuration Checklist Task See Page Copy portlets folder and extract files 6-6 Configure Cloud Portal stylesheets 6-7 Import and deploy portal pages 6-10 Modify maximum number of tabs, portals, and portlets 6-11 Modify column settings for the Site Homepage 6-13 Add portlet access to My Workspace 6-14 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide B-4 OL-26427-01
  • 265. Appendix B Solution Deployment Checklists Required Configuration ChecklistsPermissions Settings for Portal and Portlets Checklist For instructions, see Set Permissions for Portal Pages and Portlets, page 6-16 Table B-7 Permissions Settings for Portal Pages Checklist Task See Page Configuration Wizard 6-11 Network Management 6-11 Organization Management 6-11 System Resources 6-11 System Setup 6-11 User Management 6-11 My Servers 6-18 Order Servers 6-18 System 6-18 Table B-8 Permissions Settings for Portlets Checklist Task See Page CloudAdmin_OrgManagement 6-19 CloudAdmin_SystemSetup 6-19 Configuration_Wizard 6-19 Homepage_Welcome 6-19 OrderPage_KnowledgeCenter 6-19 OrderPage_OrderPhysicalandVirtualMachine 6-19 OrderPage_OrderVirtualMachine 6-19 OrgAdmin_UserManagement 6-19 BladePoolManagementPhysicalPie 6-19 BladePoolManagementPie 6-19 BladePoolManagementPie 6-19 IPAMGroupFilterGrid 6-19 IPAMNetworkCapacity 6-19 Physical_BCCapacityReport 6-19 ServerOwner_ManageServiceItems 6-19 Virtual_ClusterCapacityReport 6-19 Virtual_DCCapacityColumnChart 6-19 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 B-5
  • 266. Appendix B Solution Deployment Checklists Required Configuration ChecklistsAgent Configuration Checklist For instructions, see Configure Agent Properties, page 6-20. Table B-9 Agent Configuration Settings Checklist Task See Page Set up REX user account 6-21 Set username and password for REX Set REX agent properties 6-23 Start REX Set REX Agent Properties and REX Set HTTP Agent Properties 6-24 agents Set REX Agent Configuration and verify that the agent properties are set 6-24 correctly Set HTTP Agent Configuration and verify that the agent properties are set 6-27 correctly Start all other agents 6-28Cloud Administration Setup Checklist For instructions, see Chapter 8, “Setting Up the Cloud Administration.” Table B-10 Cloud Administration Setup Checklist Task See Page Add Cloud Portal roles to the Cisco Intelligent Automation for Cloud roles group 8-2 Assign read/write permissions to Cloud Administrator for organization unit, 8-4 person, and queue Assign read/Write permissions to Cloud Administrator for role 8-5 Assign permissions to Cloud Administrator for service queue management 8-6 Assign email addresses for queue notifications 8-6 Modify the default email notification templates (see Table B-11 on page 7 for a 8-8 checklist of all of the templates) Create the Cloud Provider Technical Administrator home organization 8-10 1 Enable directory integration (if you are using a directory service) 8-11 2 Add the new user as a Cloud Administrator (no directory service) 8-13 2 Add the nsAPI user as a Cloud Administrator (no directory service) 8-15 Add the REX adapter user as a Cloud Administrator 8-16 1. This step only applies if a directory service is enabled for external authentication for your environment. 2. This step only applies if you are not using a directory service for external authentication. Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide B-6 OL-26427-01
  • 267. Appendix B Solution Deployment Checklists Required Configuration ChecklistsEmail Notification Template Modification Checklist For instructions, see Modify the Default Email Notification Templates, page 8-8. Table B-11 Email Notification Templates Checklist Email Template Add Role Completion Notification Ad-Hoc Task Started Connection Cloud Platform Elements Completed Email CPO Error Notification Physical Server CPO Error Notification VM Default Late Activity Failure to Create Network Failure to Create Target Notification Lease Expiration - First Warning Lease Expiration - Second Warning My Services Departmental Reviews My Services Financial and Departmental Authorizations My Services Group Reviews Notification System Error in Service Request Order VM from Template Completion Notification Process Escalation Remove Role Completion Notification Service Canceled Notification Service Complete Notification Service Confirmation Customer Acknowledgement Service Link Error on External Task Service Rejected Notification Service Started Email Task Fulfillment Escalation Notification Task Fulfillment Pending Notification Tenant Management Complete Notification Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 B-7
  • 268. Appendix B Solution Deployment Checklists Required Configuration ChecklistsCloud Infrastructure Setup Checklist For instructions, see Chapter 9, “Setting Up the Cloud Infrastructure.” Table B-12 Cloud Infrastructure Setup Checklist Task See Page Define the VMware vCenter Server platform element 9-2 Define the Cisco UCS Manager platform element 9-3 Define the Cisco Server Provisioner platform element 9-4 Set provisioning settings 9-7 Add infrastructure network 9-9 Add community network 9-12 Set up the shared server zone 9-14 Register one or more VM templates 9-17 Register one or more Cisco service profile templates 9-21 Register one ore more Cisco UCS blades 9-19Organizations and Users Setup Checklist For instructions, see Chapter 11, “Setting Up an Organization and Adding Users.” Table B-13 Organizations and Users Setup Checklist Task See Page Create an organization 11-2 Assign an Organization Technical Administrator 11-5 Assign read/write permissions for Role—Organization Technical Administrator 11-7 Assign read/write permissions for Person—Organization Technical 11-8 Administrator role Add users 11-9 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide B-8 OL-26427-01
  • 269. Appendix B Solution Deployment Checklists Starter Edition Installation Checklist (Optional)Starter Edition Installation Checklist (Optional) For instructions, see Chapter 3, “Installing or Upgrading Cisco Cloud Portal.” Table B-14 Starter Edition Installation Checklist Task See Page Create the RequestCenter and Datamart Databases 3-3 Enable snapshots 3-5 Run the installer 3-7Starter Edition 3.0.1 Upgrade Checklist (Optional) For instructions, see Upgrading to Cisco Intelligent Automation for Cloud Starter Edition 3.0.1, page 3-15. Table B-15 Starter Edition 3.0.1 Upgrade Checklist Task See Page Backup the Cloud Portal and TEO databases 3-16 Patch the Cloud Portal installer image 3-18 Upgrade the REX adapter 3-18 Apply the hotfix to runtime code 3-25 Deploy the Service Catalog packages 3-25 Deploy the portal packages 3-29 Set permissions for portal pages and portlets 3-34 Add Cloud Portal Technical Administrator role to Cloud roles group 3-38 Add Organization Technical Administrator role to Cloud roles group 3-38 Add Virtual Server Owner role to Cloud roles group 3-38 Add Virtual and Physical Server Owner role to Cloud roles group 3-38 Modify the default notification templates 3-41 Set username and password for REX Set REX Agent Properties 3-44 Start REX Set REX Agent Properties and REX Set REX HTTP Properties 3-45 Agents Set REX Agent Configuration 3-45 Set HTTP Agent Configuration 3-48 Restart the agents 3-50 Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 B-9
  • 270. Appendix B Solution Deployment Checklists Starter Edition 3.0.1 Upgrade Checklist (Optional) Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideB-10 OL-26427-01
  • 271. A P P E N D I X C Solution Deployment Worksheets Use the worksheets provided in this appendix to keep a current record of your settings. Update the worksheets periodically for administration changes and for accuracy when diagnosing problems that might arise. This appendix provides the following worksheets: • Hardware Specifications, page C-2 • Software Specifications, page C-3 • Database Connection Settings, page C-4 • TEO Web Service Target Settings, page C-5 • Directory Integration Settings (Optional), page C-6 • Agent Properties Settings, page C-7 • Email Addresses for Queue Notifications, page C-9 • Cloud Administrator and Organization Settings, page C-9 • Cloud Platform Connection Settings, page C-10 • Provisioning Settings, page C-11 • Network Settings, page C-12 • Shared Server Zone Settings, page C-14 • VM Template Settings, page C-15 • Cisco UCS Service Profile Template Settings, page C-16 • Cisco UCS Blade Settings, page C-17 • Operating System Template Settings (Optional), page C-18 • Standards Settings (Optional), page C-19 Cisco Intelligent Automation for Cloud Starter Edition Configuration GuideOL-26427-01 C-1
  • 272. Appendix C Solution Deployment Worksheets Hardware SpecificationsHardware Specifications For minimum requirements for hardware components, see Minimum Hardware Requirements for Platform Elements, page 1-2.Table C-1 Hardware Specifications for Platform ElementsPlatform Element Component Client ServerTEO Server CPU Memory Disk spaceCloud Portal CPU — Memory — Disk space —Cloud Portal Database CPU — Memory — Disk space —Cisco Server Provisioner CPU — Memory — Disk space — Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-2 OL-26427-01
  • 273. Appendix C Solution Deployment Worksheets Software SpecificationsSoftware Specifications For minimum requirements for software components, see Minimum Software Requirements, page 1-3.Table C-2 Minimum Software RequirementsComponent Server VersionApplication Server Operating System TEO Cloud Portal Cisco Server ProvisionerApplication Server Framework TEO Cloud PortalApplication Software TEO Cloud PortalLDAP Server TEO Cloud Portal Note LDAP server requirements apply only if your environment has been enabled for external authentication.Web server TEO Cloud PortalDatabase TEO Cloud PortalWeb browser TEO Cloud PortalVirtualization Hypervisor Hypervisor ManagerPhysical Server Provisioning Cisco UCS Manager Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-3
  • 274. Appendix C Solution Deployment Worksheets Database Connection SettingsDatabase Connection SettingsTable C-3 Database Connection SettingsComponent Server VersionDatabase Specifications Type (Oracle or Microsoft SQL) Version Host PortTEO credentials Database or Windows authentication? Username Password DomainRequestCenter credentials Database or Windows authentication? Username Password DomainDatamart credentials Database or Windows authentication? Username Password Domain Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-4 OL-26427-01
  • 275. Appendix C Solution Deployment Worksheets TEO Web Service Target SettingsTEO Web Service Target Settings TEO web service settings are configured when the Intelligent Automation for Cloud Compute Automation Pack is imported into TEO. (See Intelligent Automation for Compute Automation Pack, page 2-9.) To see the specific steps in this guide for configuring the TEO web service target, see Step 8 through Step 10 in Chapter 2, “Configuring Tidal Enterprise Orchestrator.” Table C-4 TEO Default Web Service Target Settings Requirement Setting HTTP Port of the TEO web service target HTTPS or HTTP authentication mechanism (NTLM, Digest, or Basic) Web service target credentials: • Domain of user account that is used to connect to the TEO Web service target • User account username • User account password Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-5
  • 276. Appendix C Solution Deployment Worksheets Directory Integration Settings (Optional)Directory Integration Settings (Optional) For information, instructions, and an example of directory integration, see Chapter 4, “Setting Up Directory Integration.” • Configure Datasource Information, page 4-2 • Configure and Test Mappings, page 4-4 • Configure Events, page 4-6Datasource Settings For information and instructions, see Configure Datasource Information, page 4-2. Table C-5 Directory Integration—Datasource Settings Requirement Setting Datasource name Authentication method Mechanism Server product and version BindDN Host Port number Password User BaseDN Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-6 OL-26427-01
  • 277. Appendix C Solution Deployment Worksheets Agent Properties SettingsMappings Settings For information and instructions, see Configure and Test Mappings, page 4-4. Table C-6 Directory Integration—Mappings Settings Requirement Setting First name Last name Login ID Person identification Email address Home organization unit Password Role listEvents Settings For information and instructions, see Configure Events, page 4-6. Table C-7 Directory Integration—Events Settings Requirement Setting EUABindDNAgent Properties Settings For information and instructions, see Configure Agent Properties, page 6-20 • REX Set REX Agent Configuration Settings • REX Agent Configuration Settings • Set HTTP Properties Configuration SettingsREX Set REX Agent Configuration Settings For more instructions, see Set Username and Password for REX Set REX Agent Properties, page 6-23. Table C-8 REX Set REX Agent Properties Settings Requirement Setting REXOutboundAdapter.Username - Username REXOutboundAdapter.Password - Password Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-7
  • 278. Appendix C Solution Deployment Worksheets Agent Properties SettingsREX Agent Configuration Settings For more instructions, see Set REX Agent Configuration, page 6-24. Table C-9 REX Set REX Agent Properties Settings Requirement Setting REX username REX passwordSet HTTP Properties Configuration Settings For more instructions, see Set HTTP Agent Configuration, page 6-27. Table C-10 HTTP Agent Settings Requirement Setting TEO hostname TEO domain TEO username TEO password Cloud Portal hostname Cloud Portal domain Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-8 OL-26427-01
  • 279. Appendix C Solution Deployment Worksheets Email Addresses for Queue NotificationsEmail Addresses for Queue Notifications For instructions, see Assign Email Addresses for Queue Notifications, page 8-6 Table C-11 Email Addresses for Queue Notifications Queue Email Address(es) Default Service Delivery Cloud Service Cancellation Cloud Service Delivery Management Cloud Service Lease Administration Cloud Service RemediationCloud Administrator and Organization Settings For instructions, see Chapter 8, “Setting Up the Cloud Administration.”Table C-12 Cloud Administrator and Organization SettingsRequirement SettingCloud Administrator—Organization Organization nameCloud Administrator—User credentials Username Password Current role assigned Current organization assignednsAPI user credentials: Username Password Current role assigned Current organization assignedREX adapter user credentials Username Password Current role assigned Current organization assigned Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-9
  • 280. Appendix C Solution Deployment Worksheets Cloud Platform Connection SettingsCloud Platform Connection Settings For instructions, see Connect the Cloud Platform Elements, page 9-2. • VMware vCenter Server Connection Settings • Cisco UCS Manager Connection Settings • Cisco Server Provisioner Connection SettingsVMware vCenter Server Connection Settings For instructions, see Define the VMware vCenter Server Platform Element, page 9-2Table C-13 VMware vCenter Server Connection SettingsPlatform Element Requirement SettingVMware vCenter Server Host name. Port Secure connection protocol? (T/F) Username PasswordCisco UCS Manager Connection Settings For instructions, see Define the Cisco UCS Manager Platform Element, page 9-3Table C-14 Cisco UCS Manager Connection SettingsPlatform Element Requirement SettingCisco UCS Manager Host name Port Secure connection protocol? (T/F) Ignore certificate error? (T/F) Time zone Username Password Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-10 OL-26427-01
  • 281. Appendix C Solution Deployment Worksheets Provisioning SettingsCisco Server Provisioner Connection Settings For instructions, see Define the Cisco Server Provisioner Platform Element, page 9-4Table C-15 Cisco Server Provisioner Connection SettingsPlatform Element Requirement SettingCisco Server Provisioner Host name Port Username Password Device user IDProvisioning Settings For instructions, see Set Provisioning Settings, page 9-7. Table C-16 Provisioning Settings Requirement Setting Cisco SP time zone Default virtual server clone timeout Cloud duplicate alert suppression time period Cloud Domain Cloud Domain User Cloud Domain Password Cloud Default Time Zone Linux Cloud Default Time Zone Windows Cisco Cloud Portal Data Synchronization Dropbox Base Directory Cisco Cloud Portal Drop Input Location Cisco Cloud Portal Drop Backup Location Cisco Cloud Portal Drop Temp Location Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-11
  • 282. Appendix C Solution Deployment Worksheets Network SettingsNetwork Settings For instructions, see Add Required Networks, page 9-9 and Add Additional Networks, page 10-16. • Infrastructure Network Settings, page C-12 • Community Network Settings, page C-13 • User Network Settings (Optional), page C-13 • Management Network Settings (Optional), page C-14Infrastructure Network Settings For instructions, see Infrastructure Network, page 9-9. Table C-17 Infrastructure Network Settings Requirement Setting Network name Subnet address specification (IP address/ routing prefix) vCenter VLAN full path Cisco UCS VLAN name Gateway network address (if other than default) FHRP1 address FHRP2 address Broadcast address (if other than default) Primary DNS address Secondary DNS address Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-12 OL-26427-01
  • 283. Appendix C Solution Deployment Worksheets Network SettingsCommunity Network Settings For instructions, see Community Network, page 9-12. Table C-18 Community Network Settings Requirement Setting Network name Subnet address specification (IP address/ routing prefix) vCenter VLAN full path Cisco UCS VLAN name Gateway address (if other than default) FHRP1 address FHRP2 address Broadcast address (if other than default) Primary DNS address Secondary DNS addressUser Network Settings (Optional) For instructions, see Add a User Network, page 10-16. Table C-19 User Network Settings Requirement Setting Network name Subnet address specification (IP address/ routing prefix) vCenter VLAN full path Cisco UCS VLAN name Gateway address (if other than default) FHRP1 address FHRP2 address Broadcast address (if other than default) Primary DNS address Secondary DNS address Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-13
  • 284. Appendix C Solution Deployment Worksheets Shared Server Zone SettingsManagement Network Settings (Optional) For instructions, see Add a Management Network, page 10-18. Table C-20 Management Network Settings Requirement Setting Network name Subnet address specification (IP address/ routing prefix) vCenter VLAN full path Cisco UCS VLAN name Gateway address (if other than default) FHRP1 address FHRP2 address Broadcast address (if other than default) Primary DNS address Secondary DNS addressShared Server Zone Settings For instructions, see Set Up the Shared Server Zone, page 9-14. Table C-21 Shared Server Zone Settings Requirement Setting Infrastructure network VMware vCenter Datacenter Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-14 OL-26427-01
  • 285. Appendix C Solution Deployment Worksheets VM Template SettingsVM Template Settings You must register at least one VM template. If you have optionally registered more than two additional VM templates, record the information separately and keep it with your deployment worksheets. For instructions, see Register One or More VM Templates, page 9-17.Table C-22 VM Template SettingsTemplate Requirement SettingsRequired VM template Template name Description Operating system family Operating system vCenter pathAdditional VM template Template name(optional) Description Operating system family Operating system vCenter pathAdditional VM template Template name(optional) Description Operating system family Operating system vCenter pathAdditional VM template Template name(optional) Description Operating system family Operating system vCenter path Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-15
  • 286. Appendix C Solution Deployment Worksheets Cisco UCS Service Profile Template SettingsCisco UCS Service Profile Template Settings You must register at least one Cisco UCS service profile template. If you have optionally registered more than two additional service profile templates, record the information separately and keep it with your deployment worksheets. For instructions, see Register One or More Cisco UCS Service Profile Templates, page 9-21. No Cisco UCS service profile templates have been registered.Table C-23 Cisco UCS Service Profile Template SettingsTemplate Requirement SettingsRequired service profile Service Profile Template Nametemplate Description Hypervisor (Y/N) Path to vCenter cluster (if hypervisor)Additional service profile Service Profile Template Nametemplate (optional) Description Hypervisor (Y/N) Path to vCenter cluster (if hypervisor)Additional service profile Service Profile Template Nametemplate (optional) Description Hypervisor (Y/N) Path to vCenter cluster (if hypervisor)Additional service profile Service Profile Template Nametemplate (optional) Description Hypervisor (Y/N) Path to vCenter cluster (if hypervisor) Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-16 OL-26427-01
  • 287. Appendix C Solution Deployment Worksheets Cisco UCS Blade SettingsCisco UCS Blade Settings You must register at least one Cisco UCS blade. If you have optionally added more than two additional Cisco UCS blades, record the information separately and keep it with your deployment worksheets. For instructions, see Register One or More Cisco UCS Blades, page 9-19.Table C-24 Cisco UCS Blade SettingsTemplate Requirement SettingsRequired Cisco UCS blade Chassis Blade Current resource pool Current statusAdditional Cisco UCS blade Chassis(optional) Blade Current resource pool Current statusAdditional Cisco UCS blade Chassis(optional) Blade Current resource pool Current statusAdditional Cisco UCS blade Chassis(optional) Blade Current resource pool Current status Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-17
  • 288. Appendix C Solution Deployment Worksheets Operating System Template Settings (Optional)Operating System Template Settings (Optional) Operating system templates are optional. If you have not registered any operating system templates, check the check box below. Or, if you have registered more than four operating system templates, record the information separately and keep it with your deployment worksheets. For instructions, see Register an Operating System Template, page 10-2. No operating system templates have been registered.Table C-25 Operating System Template SettingsTemplate Requirement SettingsOperating system template name Description Operating system family Operating systemOperating system template name Description Operating system family Operating systemOperating system template name Description Operating system family Operating systemOperating system template name Description Operating system family Operating system Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-18 OL-26427-01
  • 289. Appendix C Solution Deployment Worksheets Standards Settings (Optional)Standards Settings (Optional) Modifying standards settings for service options is optional, but it is recommended for the following: • Lease Term Standards • Operating Systems Standards • Server Size Standards If you have opted not to modify any standards settings for these three service options, check the following check box: No standard settings have been modified from the default values.Lease Term Standards If you added new lease terms, record the information in Table C-26. If you have not added new lease terms, check the check box below. For instructions, see Add, Modify, or Delete a Lease Term Standard, page 10-7. Lease term standards have not been modified from the default values.Table C-26 Cisco UCS Blade SettingsTemplate Requirement SettingsNew lease duration Lease term (for example, 6 months) Runtime (seconds) Storage (seconds) Warning 1 (seconds)New lease duration Lease term (for example, 6 months) Runtime (seconds) Storage (seconds) Warning 1 (seconds)New lease duration Lease term (for example, 6 months) Runtime (seconds) Storage (seconds) Warning 1 (seconds) Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide OL-26427-01 C-19
  • 290. Appendix C Solution Deployment Worksheets Standards Settings (Optional)Table C-26 Cisco UCS Blade SettingsTemplate Requirement SettingsNew lease duration Lease term (for example, 6 months) Runtime (seconds) Storage (seconds) Warning 1 (seconds)Operating Systems Standards For instructions, see Add, Modify, or Delete an Operating System Standard, page 10-12. No operating systems standards have been added or modified. Table C-27 Operating System Standards Settings OS Type (Windows, Linux, ESXi) OS System Linux Windows ESXi New operating system standard—OS Type New operating system standard—OS Type New operating system standard—OS TypeServer Size Standards For instructions, see Add, Modify, or Delete a Server Size Standard, page 10-14. No server size standards have been added or modified. Table C-28 Server Size Standards Settings Size Label Component Setting Small CPUs Memory (GB) Storage (GB) Medium CPUs Memory (GB) Storage (GB) Cisco Intelligent Automation for Cloud Starter Edition Configuration Guide C-20 OL-26427-01
  • 291. Appendix C Solution Deployment Worksheets Standards Settings (Optional) Table C-28 Server Size Standards Settings (Continued) Size Label Component