Cisco UCS Director Administration Guide, Release 4.1
First Published: 2013-12-16
Last Modified: 2014-06-03
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Text Part Number: OL-30729-02
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CONTENTS
Preface
Preface xiii
Audience xiii
Conventions xiii
Documentation Feedback xv
Obtaining Documentation and Submitting a Service Request xv
CHAPTER 1
New and Changed Information for this Release 1
New and Changed Information for this Release 1
CHAPTER 2
Overview 5
About Cisco UCS Director 5
Features and Benefits 6
Physical and Virtual Management Features 7
Model-Based Orchestration 8
Initial Login 8
Recommended Order of System Setup 9
CHAPTER 3
Managing Users and Groups 11
Managing User Types 11
User Types 11
Default User Permissions 12
All Policy Admin 12
Billing Admin 14
Computing Admin 16
Group Admin 18
IS Admin 19
Network Admin 21
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Operator 23
Service End User 25
Storage Admin 27
User Roles and Permissions 29
Managing Groups 32
Creating a Group or Customer Organization 32
Password Policy 33
Creating a Password Policy 33
Group Budget Policy 34
Viewing and Editing a Group Budget Policy 34
Resource Limits 34
Viewing Resource Limits 35
Editing Resource Limits 35
Configuring the Administration Profile 37
Creating the Admin Profile 37
Changing the Admin Password 38
Adding Users 38
Viewing Current Online Users 39
Managing User Access Profiles 39
Multi-Role Access Profiles 39
Creating a User Access Profile 40
Editing User Access Profile 41
Deleting a User Access Profile 41
Logging in to a Profile 41
Delete Profile 42
Changing Default Profile 42
Authentication and LDAP Integration 42
Configuring Authentication Preferences 43
LDAP Integration 44
LDAP Integration Rules and Limitations 44
Managing LDAP Integration 45
Executing LDAP Synchronization System Task 47
Single Sign On 47
Enabling a Single Sign-On 47
Branding Groups and Customer Organizations 48
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Login Page Branding 49
Configuring Custom Domain Logo 49
CHAPTER 4
Managing System Administration Settings 51
Setting Up the Outgoing Mail Server 51
Working with Email Templates 52
Customizing an Email Template 53
Configuring System Parameters (Optional) 55
Configuring System Parameters 55
Configuring Infrastructure System Parameters (Optional) 57
Updating the License 57
Verifying License Utilization 57
Viewing License Utilization History 58
Viewing Resource Usage Data 58
Edit Application Categories 59
Customizing the Portal 60
Customizing the Login Page and Background Images 60
Customizing the Application Logo 60
Customizing Favicons 61
Customizing Application Header 61
Customizing Date Display 62
Customizing the Color Theme 63
Customizing Logout Redirect 63
Customizing Reports 63
Advanced Controls 64
Enabling Advanced Controls 64
User Menus 65
Setting User Menus 65
Setting User Permissions 66
Managing System Tasks 66
Creating a Node Pool 66
Creating System Task Policy 67
Assigning a Node Pool to System Policy Task 67
Creating a Service Node 68
Assigning a System Policy to a System Task 69
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Executing System Tasks 69
Disabling a System Task 69
Managing Icons 70
Adding an Icon 70
Editing an Icon 71
Deleting an Icon 71
Previewing an Icon 71
Support Information 72
Viewing Support Information 72
Viewing System Information 72
Showing Logs 72
Downloading the Logs 72
Starting the Debug Log 72
CHAPTER 5
Managing Integration Settings 75
Configuration Management Database Integration 75
Setting Up CMBD Integration 75
Metering Data Export 76
Setting Up Metering Data Export 76
Change Records 77
Viewing Change Records 77
System Logs 77
Setting Up System Logs 77
Storage and OVF Upload 78
Multiple Language Support 78
CHAPTER 6
Managing a Physical Infrastructure 79
About Managing a Physical Infrastructure 79
Adding a Site 79
Adding a Pod 80
Adding a Physical Account 81
Adding a Multi-Domain Manager Account 83
Adding a Network Element 84
Enabling DHCP Logging 85
Testing Connectivity 85
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Testing Connectivity of Managed Network Elements 85
Testing the Connection to an Account 86
Enabling Device Discovery 86
CHAPTER 7
Managing a Virtual Infrastructure 89
About Managing WMware 89
Creating a Cloud 89
Downloading the PowerShell Agent Installer 91
Creating a PowerShell Agent 91
Verifying Cloud Discovery and Connectivity 92
Testing the Connection 92
Viewing vCenter Plug-ins 92
CHAPTER 8
Managing Policies 93
Policies 93
Computing Policies 93
Creating a Computing Policy 94
Data Collection Policy 96
Configuring a Data Collection Policy for a Virtual Account 96
Associating the Data Collection Policy for a Virtual Account 97
Storage Policies 97
Storage Policies for Multiple VM Disks 98
Adding and Configuring a Storage Policy 98
Virtual Storage Catalogs 100
Configuring a Virtual Storage Catalog 100
Network Policies 101
Adding a Static IP Pool Policy 101
Adding a Network Policy 102
Networking Provisioning Policies 104
Configuring a Network Provisioning Policy 104
VLAN Pool Policies 106
Configuring a VLAN Pool Policy 106
System Policies 107
Configuring a System Policy 107
OS Licenses 109
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Adding an OS License 110
CHAPTER 9
Managing Virtual Data Centers 111
About Managing Virtual Data Centers 111
VDC Actions 112
Adding a Virtual Data Center 112
Viewing a Virtual Data Center 114
Editing a Virtual Data Center 114
Deleting a Virtual Data Center 116
Cloning a Virtual Data Center 116
Managing Application Categories in a Virtual Data Centers 119
Virtual Data Center Service Profiles 119
Adding a Virtual Data Center Service Profile 119
CHAPTER 10
Managing Catalogs 123
About Managing Catalogs 123
Publishing a Catalog 123
About Publishing Advanced Catalogs 128
Publishing Advanced Catalogs 128
Viewing a Catalog 129
Editing a Catalog 129
Deleting a Catalog 133
Cloning a Catalog 133
Accessing Hosts for Deployment 134
CHAPTER 11
Using Self-Service Provisioning 135
About Self Service Provisioning 135
About Service Requests 135
Creating a Service Request with Catalog Type—Standard 136
Creating a Service Request with Catalog Type—Advanced 139
Service Request Workflow and Details 139
Service Request Workflow 139
Service Request Details 140
Viewing the Workflow Status of a Service Request 141
Viewing Log Details for a Service Request 142
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About Scheduling a Service Request 142
Scheduling Service Requests 142
About Resubmitting a Service Request 143
Resubmitting a Service Request 143
Other Service Request Functions 143
Canceling a Service Request 143
Rolling Back a Service Request 144
Viewing Service Requests for a Particular Group 144
Searching the Service Requests History for a Group 145
Exporting the Service Requests History for a Group 145
Reinstating an Archived Service Request 145
Service Request Approval Process 146
Approving a Service Request 146
Rejecting a Service Request 147
Viewing the Service Requests Approvals History 147
Searching the Service Request Approvals History 147
Exporting Service Request Approvals History 148
Service Request Budgeting 148
Viewing the Current Month Budget Availability 148
Viewing Budget Entries 148
Adding a Budget Entry 149
Editing a Budget Entry 149
Deleting a Budget Entry 150
CHAPTER 12
Multiple Disk VM Provisioning 151
About Multiple Disk VM Provisioning 151
Workflow for Multiple Disk VM Provisioning 152
About Templates with Multiple Disks 152
Assigning Disk Categories 152
Defining Storage Policies 153
Creating a Storage Policy 153
Creating a Catalog 155
Adding a Catalog 155
Creating a VM Disk 159
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CHAPTER 13
Using the Chargeback Module 161
About Chargeback Features 161
Budget Policies 162
Configuring a Budget Policy 162
Cost Models 162
Creating a Cost Model 163
Modifying a VDC to Include a Cost Model 165
Adding a Cost Model to a VDC 165
Editing a VDC to Include a Cost Model 167
Package-Based Cost Models 167
Creating a Package-Based Cost Model 168
Storage Tier Cost Models 169
Assigning a Cost to a Tier 170
About Assigning a Datastore to Tiers 170
Assigning a Datastore to a Tier 170
Chargeback Reports 171
Viewing the Current Month Summary 172
Viewing the Previous Month’s Summary 172
Viewing Monthly Resource Accounting Information 172
Viewing the VM Level Resource Accounting Details 173
Viewing the VM Level Chargeback Details 173
Exporting the Monthly Resource Accounting Details 173
Exporting VM Level Resource Accounting Details 174
Exporting VM Level Chargeback Details 174
About Change Records 174
Accessing Change Records 175
Chargeback Calculations 175
CHAPTER 14
System Monitoring and Reporting 177
Dashboard 177
Enabling the Dashboard 177
Adding Report Widgets 178
Refreshing Widget Data 178
Summary 178
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Viewing Virtual Machine, Cloud and System Summary Information 178
Customizing Summary Report Widgets 179
Inventory Management 179
Accessing System Inventory Details 179
Resource Pools 180
Accessing Resource Details 180
Clusters 180
Accessing Clusters 180
Images 180
Accessing Images 181
Host Nodes 181
Accessing Host Nodes 181
Virtual Machines (VMs) 181
Accessing VMs 181
Accessing Group Level VMs 182
Topology 182
Accessing Topology Types 182
Assessment 183
Accessing Assessments 183
Reports 183
Accessing Reports 183
CHAPTER 15
Managing Lifecycles 185
Managing VM Power Settings 185
Resizing VMs 186
Managing VM Snapshots 187
Creating VM Snapshots 187
Reverting to a Snapshot 188
Marking a Golden Snapshot 188
Deleting a Snapshot 189
Deleting All Snapshots 189
Configuring the Lease Time for a Virtual Machine 190
Managing VM Actions 191
Viewing VM Details 191
Using Stack View 192
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Deleting a VM 192
Creating a VM Disk 193
Deleting a VM Disk 194
Adding vNICs 194
Replacing a vNIC 195
Deleting vNICs 196
Launching the VM Client 197
Enabling the VNC Console on a VM 197
Accessing the VNC Console Window for a VM 198
Assigning a VM 198
VM Credentials 200
Viewing VM Credentials 200
Using the Inventory Collection Request for a VM 200
Testing VNC Connectivity 200
Cloning a VM 201
Moving a VM to VDC 205
Resynchronizing a VM 205
CHAPTER 16
Managing CloudSense Analytics 207
About CloudSense Analytics 207
Generating a Report 208
Generating an Assessment 208
APPENDIX A
Appendix 209
Configuring the VNC Console on an ESX Server 209
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Preface
This preface contains the following sections:
• Audience, page xiii
• Conventions, page xiii
• Documentation Feedback, page xv
• Obtaining Documentation and Submitting a Service Request, page xv
Audience
This guide is intended primarily for data center administrators who use Cisco UCS Director and/or Cisco
UCS Director Express and who have responsibilities and expertise in one or more of the following:
• Server administration
• Storage administration
• Network administration
• Network security
• Virtualization and virtual machines
Conventions
Text Type
Indication
GUI elements
GUI elements such as tab titles, area names, and field labels appear in this font.
Main titles such as window, dialog box, and wizard titles appear in this font.
Document titles
Document titles appear in this font.
TUI elements
In a Text-based User Interface, text the system displays appears in this font.
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Preface
Conventions
Text Type
Indication
System output
Terminal sessions and information that the system displays appear in this
font.
CLI commands
CLI command keywords appear in this font.
Variables in a CLI command appear in this font.
Note
Tip
[]
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.
<>
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.
Means reader take note. Notes contain helpful suggestions or references to material not covered in the
document.
Means the following information will help you solve a problem. The tips information might not be
troubleshooting or even an action, but could be useful information, similar to a Timesaver.
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.
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Documentation Feedback
Warning
IMPORTANT SAFETY INSTRUCTIONS
This warning symbol means danger. You are in a situation that could cause bodily injury. Before you
work on any equipment, be aware of the hazards involved with electrical circuitry and be familiar with
standard practices for preventing accidents. Use the statement number provided at the end of each warning
to locate its translation in the translated safety warnings that accompanied this device.
SAVE THESE INSTRUCTIONS
Documentation Feedback
To provide technical feedback on this document, or to report an error or omission, please send your comments
to [email protected]. We appreciate your feedback.
Obtaining 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.
Subscribe to the What's New in Cisco Product Documentation as a Really Simple Syndication (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.
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Obtaining Documentation and Submitting a Service Request
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CHAPTER
1
New and Changed Information for this Release
This chapter contains the following section:
• New and Changed Information for this Release, page 1
New and Changed Information for this Release
The following table provides an overview of the significant changes to this guide for this current release. The
table does not provide an exhaustive list of all changes made to this guide or of all new features in this release.
Table 1: New Features and Changed Behavior in Cisco UCS Director, Release 4.1.0.3
Feature
Description
Where Documented
Support for OpenLDAP
In addition to Active Directory, Cisco Configuring Authentication
UCS Director now includes support for Preferences, on page 43
OpenLDAP.
Email Templates
You can modify the content of an email Working with Email
notification.
Templates, on page 52
VM Annotation
You can specify an annotation for a
VM.
Configuring a System Policy,
on page 107
Support for configuring a linked
clone
You can specify a linked clone while
cloning a VM.
Cloning a VM, on page 201
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New and Changed Information for this Release
Table 2: New Features and Changed Behavior in Cisco UCS Director, Release 4.1
Feature
Description
Where Documented
Advanced Controls
The following features were added:
Advanced Controls, on page
64
• System task remoting enables the
remote execution of system tasks
in a UCS Director scalability
deployment model.
• Service providers can be enabled
in Cisco UCS Director.
Chargeback features
Several changes were made to the
chargeback features in Cisco UCS
Director.
Using the Chargeback
Module, on page 161
CloudSense Analytics
New reports were added while others
were removed.
About CloudSense Analytics,
on page 207
Infrastructure System Parameters
Changes were made to the
infrastructure system parameters.
Configuring System
Parameters, on page 55
Inventory Management
You can monitor the system inventory Inventory Management, on
using the dashboard. Any changes to page 179
the physical infrastructure are updated
to the dashboard. The dashboard
displays the entire system level
infrastructure information for
administrative management.
License Utilization History
The number of licensed network and Viewing License Utilization
storage controllers, servers, server and History, on page 58
desktop VMs, and small and medium
pods can be tracked over time to see
how network resources are being
utilized.
Multi-Domain Manager Account
Cisco UCS Director Release v4.1
Adding a Multi-Domain
supports multi-domains. A
Manager Account, on page
multi-domain manager account can be 83
created for a newly created physical
account.
Multiple Disk VM Provisioning
Cisco UCS Director Release v4.1
Multiple Disk VM
supports VM provisioning of multiple Provisioning, on page 151
disks from a template.
Network Policy
Network policy information has
changed.
Managing Policies, on page
93
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New and Changed Information for this Release
Feature
Description
Where Documented
Physical Infrastructure
The Physical Infrastructure chapter was Managing a Physical
added. Cisco UCS Director discovers Infrastructure, on page 79
all components in the newly created
physical account.
Self-Service Provisioning
Several changes were made to the way Using Self-Service
self-service provisioning is done for
Provisioning, on page 135
VMs.
Site Management
A site can be created for a newly
created physical account.
System Tasks
The processing of system tasks such as Managing System Tasks, on
data collection can be delegated to VM page 66
service nodes.
Updating the UCS Director license Updates the license using Product
Authorization Key (PAK).
Adding a Site, on page 79
Updating the License, on page
57
Virtual Machine (VM) Lease Time A user can configure a lease expiration Configuring the Lease Time
time for a selected VM.
for a Virtual Machine, on page
190
VM Tasks
The following VM tasks were added:
• Test VNC—You can testing VNC
connectivity for troubleshooting
purposes.
Managing VM Actions, on
page 191
• Clone—You can clone or make
a copy of an existing VM in order
to make a new VM with the same
or similar qualities.
• Move a VM to VDC—You can
move a VM to a VDC so that the
rules of the VDC system policy
are followed in the VM.
• VM Resync—You can choose to
set the number of minutes to have
a VM resynchronize its time
periodically with UCS Director.
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New and Changed Information for this Release
New and Changed Information for this Release
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2
Overview
This chapter contains the following sections:
• About Cisco UCS Director, page 5
• Initial Login, page 8
• Recommended Order of System Setup, page 9
About Cisco UCS Director
Cisco UCS Director (formerly Cisco Cloupia Unified Infrastructure Controller) is a 64-bit appliance that uses
the following standard templates:
• Open Virtualization Format (OVF) for VMware vSphere
• Virtual Hard Disk (VHD) for Microsoft Hyper-V
Cisco UCS Director delivers unified, highly secure management for the industry's leading converged
infrastructure solutions, which are based on the Cisco UCS and Cisco Nexus platforms.
Cisco UCS Director extends the unification of computing and network layers through Cisco UCS to provide
data center administrators with comprehensive visibility and management capability. It supports NetApp
FlexPod and ExpressPod, EMC VSPEX, and VCE Vblock systems, based on the Cisco UCS and Cisco Nexus
platforms.
Cisco UCS Director automates the provisioning of resource pools across physical, virtual, and baremetal
environments. It delivers native, automated monitoring for health, status, and resource utilization. For example,
you can do the following using Cisco UCS Director:
• Create, clone, and deploy service profiles and templates for all servers and applications
• Monitor organizational usage, trends, and capacity across a converged infrastructure on a continuous
basis, such as by viewing heat maps that show virtual machine (VM) utilization across all your data
centers
• Deploy and add capacity to ExpressPod and FlexPod infrastructures in a consistent, repeatable manner
• Manage, monitor, and report on Cisco UCS domains and their components
• Extend virtual service catalogs to include physical infrastructures services
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Overview
Features and Benefits
• Manage secure multitenant environments to accommodate virtualized workloads that run with
nonvirtualized workloads
Features and Benefits
The features and benefits of Cisco UCS Director are as follows:
Feature
Benefit
Central management
• Provides a single interface for administrators to monitor, provision, and
manage the system across physical, virtual, and bare-metal environments
• Provides a unified dashboards, reports, and heat maps, which reduce
troubleshooting and performance bottlenecks
Self-service catalog
Adaptive provisioning
Dynamic capacity
management
• Allows end users to order and deploy new infrastructure instances
following IT-prescribed policies and governance
• Provides a real-time available capability, internal policies, and application
workload requirements to optimize the availability of the right resources
• Provides continuous monitoring indicates real-time infrastructure
consumption to improve capacity planning and management
• Identifies underutilized and overutilized resources
Multiple hypervisor support
Computing management
• Supports VMware ESX, Microsoft Hyper-V, and Red Hat hypervisors
• Monitors, manages, and provisions physical, virtual, and baremetal
servers, as well as blades
• allows end users to implement virtual machine lifecycle management
and business continuance through snapshots
• Allows administrators to access server utilization trending analysis
Network management
• Provides policy-based provisioning of physical and virtual switches and
dynamic network topologies
• Allows administrators to configure VLANs, virtual network interface
cards (vNICs), port groups and port profiles, IP and Dynamic Host
Control Protocol (DHCP) allocation, and access control lists (ACLs)
across network devices.
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Physical and Virtual Management Features
Feature
Benefit
Storage management
• Provides policy-based provisioning and management of filers, virtual
filers (vFilers), logical unit numbers (LUNs), and volumes
• Provides unified dashboards that allow administrators comprehensive
visibility into organizational usage, trends, and capacity analysis details.
Cisco CloudGenie
• Provides mobile management from Apple iPad and iPhone and Android
devices
• Supports mobile self-service provisioning, virtual machine management,
and viewing of administrative dashboards
Physical and Virtual Management Features
Physical Server Management
Virtual Computing Management
• Discover and collect configurations and changes
• Monitor and manage physical servers
• Discover, collect, and monitor virtual computing
environments
• Perform policy-based provisioning and dynamic
resource allocation
• Perform policy-based server provisioning
• Manage blade power
• Manage the host server load and power
• Manage the server lifecycle
• Manage the VM lifecycle and snapshots
• Perform server use trending and capacity
analysis
• Perform analytics to assess VM capacity,
sprawl, and host utilization
• Perform baremetal provisioning using preboot
execution environment (PXE) boot management
Physical Storage Management
Virtual Storage Management
• Discover, collect, and monitor storage filers
• Perform policy-based provisioning of vFilers
• Perform policy-based storage provisioning for
thick and thin clients
• Provision and map volumes
• Create and map Logical Unit Number (LUN)
and iGroup instances
• Perform SAN zone management
• Create new data stores and map them to virtual
device contexts (VDCs)
• Add and resize disks to VMs
• Monitor and manage network-attached storage
(NAS) and SAN-based storage
• Implement storage best practices and
recommendation
• Discover, collect, and monitor storage of vFilers
and storage pools
• Monitor and manage organizational storage use
• Perform virtual storage trend and capacity
analysis
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Overview
Model-Based Orchestration
Physical Network Management
Virtual Network Management
• Discover, collect, and monitor physical network
elements
• Provision VLANs across multiple switches
• Configure Access Control Lists (ACLs) on
network devices
• Configure the storage network
• Implement dynamic network topologies
• Add networks to VMs
• Perform policy-based provisioning with IP and
DHCP allocation
• Configure and connect Virtual Network
Interface Cards ( vNICs) to VLANs and private
VLANs
• Create port groups and port profiles for VMs
• Monitor organizational use of virtual networks
Model-Based Orchestration
Cisco UCS Director includes a task library containing over 400 tasks, and out-of-the-box workflows. The
model-based orchestration and a workflow designer enable you to customize and automate the infrastructure
administrative and operational tasks. You can extend and customize the system to meet individual needs.
The following table shows the maintenance and update activities of the task library from day1 through day
3:
Day-1
Day-2
Day-3
• Add tenants
• Monitor performance
• Add/upgrade hardware
• Migrate or add applicants
• Start meeting and billing
• Repurpose
• Integrate with enterprise
systems
• Manage tenant change
• Use self-service portal
• Self-service Infrastructure as
a Service (IaaS)
Initial Login
Log into Cisco UCS Director by hostname or IP address with the following credentials:
• Username: admin
• Password: admin
Note
We recommend that you delete the startup admin account after you create the first admin account or, at
least, change the default password. To access the self-service portal, you must have a valid email address.
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Recommended Order of System Setup
Recommended Order of System Setup
The following table shows the recommended order of system setup:
Name
Chapter Description
Initial set up
2, 3 and Describes how to apply a license, set up the Admin profile, create groups,
4
and create users. You will learn how to access language support, apply
portal customization, and system settings
Physical Infrastructure
Describes how to optionally add a pod and physical account, add network
elements, test the connections, and verify account discovery.
You can create the virtual infrastructure before the physical
infrastructure if you want.
Describes how to create a cloud, verify cloud discovery and connectivity,
test the connections, and view vCenter plug ins.
Note
Virtual Infrastructure
5
Policies
6
Describes how to create and manage computing policies, storage policies,
network policies, and system policies. You will learn how to add OS
licenses for Microsoft Windows catalogs.
Virtual Data Centers
7
Describes how to set up VDCs to manage specific environments for groups.
policies, and cost models, and how resource limits are configured and
managed at the VDC level.
Catalogs
8
Describes how to set up catalog items, attach groups with access to a
catalog, and publish catalog items.
Self-Service
Provisioning
9
Describes how you can create and manage provisioning service requests.
Multi-Disk
Provisioning
10
Describes how to configure VM disk provisioning on a preferred single
datastore or multiple datastores. It also provides instructions on how to
configure individual disk policies for each additional disk in a template.
Chargeback
11
Describes how to create chargeback summary reports, detailed reports,
and resource accounting reports. It shows how cost models are defined
and assigned to policies within departments and organizations.
Cloud Management
12
Describes how you can get complete cloud visibility, monitor resource
usage, and manage the cloud stack—clouds, clusters, host servers, and
virtual machines.
Life Cycles
13
Describes how to perform post provisioning life cycle management actions
on VMs such as VM power management, VM resizing, VM snapshot
management, and other VM actions.
CloudSense
14
Describes the analytical reports about the underlying physical and virtual
infrastructure that Cisco UCS Director can generate.
Macros
15
Describes how to use the Macros feature to customize VM names and VM
hostnames using variables provided by the application.
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Overview
Recommended Order of System Setup
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3
Managing Users and Groups
This chapter contains the following sections:
• Managing User Types, page 11
• User Types, page 11
• Default User Permissions, page 12
• Managing Groups, page 32
• Configuring the Administration Profile, page 37
• Managing User Access Profiles, page 39
• Branding Groups and Customer Organizations, page 48
• Login Page Branding, page 49
Managing User Types
As the system administrator, you have full privileges to manage Cisco UCS Director, including adding users,
viewing users and user permissions, and modifying individual user read/write permissions for different system
components.
Most users will view and use the Administrative portal when they log in, which is described in this guide.
User Types
Cisco UCS Director supports the following user types:
• All Policy Admin
• Billing Admin
• Computing Admin
• Group Admin—An end user with the privilege of adding users. This user can use the Self-Service portal.
• IS Admin
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Default User Permissions
• Network Admin
• Operator
• Service End User—This user can only view and use the Self-Service portal.
• Storage Admin
• System Admin
Default User Permissions
Each admin user has a set of permissions to access Cisco UCS Director . The types of user permissions are
as follows:
• Read—An admin user with Read permission has the ability to only read a file.
• Write—An admin user with Write permission has the ability to read, write and modify a file. This
permission grants the ability to modify, delete or rename files.
• Read/Write—An admin with Read/Write permission has the ability to read and write a file.
All Policy Admin
The following table shows a list of operations that an All Policy admin can perform:
Operations
Permissions
Read
Write
Virtual Computing
Yes
No
VM Label
No
Yes
Assign VM to vDC
No
Yes
Virtual Storage
Yes
No
Virtual Network
Yes
No
Physical Computing
Yes
Yes
Physical Storage
Yes
Yes
Physical Network
Yes
Yes
Group Service Request
No
No
Approver Service Request
No
No
Budgeting
Yes
No
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All Policy Admin
Operations
Permissions
Resource Accounting
Yes
No
Chargeback
Yes
No
System Admin
Yes
No
Users and Groups
Yes
No
Virtual Accounts
Yes
No
Catalogs
Yes
No
vDC
Yes
No
Computing Policy
No
Yes
Storage Policy
No
Yes
Network Policy
No
Yes
Deployment Policy
No
Yes
SLA Policy
No
Yes
Resource Limit Report
No
Yes
Group Users
Yes
No
Cloudsense Reports
Yes
No
Cloudsense Assessment
Reports
Yes
No
Orchestration
Yes
No
Discovery
Yes
No
MSP
No
Yes
Open Automation Modules
No
No
Group Users
No
No
CS Shared Reports
No
No
CS Shared Assessments
No
No
Remote VM Access
No
No
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Billing Admin
Operations
Permissions
Mobile Access Settings
No
No
End User Chargeback
No
No
Write Resource Accounting
No
No
Write Chargeback
No
Yes
UCSD Cluster
No
No
Billing Admin
The following table show a list of operations that a Billing admin can perform:
Operation
Permission
Read
Write
Virtual Computing
VM Label
Assign VM to vDC
Virtual Storage
Virtual Network
Physical Computing
Physical Storage
Physical Network
Group Service Request
Yes
Approver Service Request
Budgeting
Yes
Resource Accounting
Yes
Chargeback
Yes
Yes
System Admin
Users and Groups
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Billing Admin
Operation
Permission
Virtual Accounts
Catalogs
vDC
Computing Policy
Storage Policy
Network Policy
Deployment Policy
SLA Policy
Resource Limit Report
Yes
Group Users
Cloudsense Reports
Yes
Yes
Cloudsense Assessment
Reports
Orchestration
Discovery
Yes
MSP
Yes
Yes
Open Automation Modules
Group Users
CS Shared Reports
CS Shared Assessments
Remote VM Access
Mobile Access Settings
End User Chargeback
Write Resource Accounting
Yes
Write Chargeback
Yes
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Managing Users and Groups
Computing Admin
Operation
Permission
UCSD Cluster
Computing Admin
The following table shows a list of operation that a Computing admin can perform:
Operation
Permission
Read
Write
Virtual Computing
Yes
No
VM Label
No
Yes
Assign VM to vDC
No
No
Virtual Storage
Yes
No
Virtual Network
Yes
No
Physical Computing
Yes
Yes
Physical Storage
Yes
No
Physical Network
Yes
No
Group Service
Request
Yes
No
Approver Service
Request
Yes
Yes
Budgeting
Yes
No
Resource Accouting
Yes
No
Chargeback
Yes
No
System Admin
Yes
No
Users and Groups
Yes
No
Virtual Accounts
Yes
No
Catalogs
Yes
No
vDC
Yes
No
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Computing Admin
Operation
Permission
Computing Policy
Yes
Yes
Storage Policy
Yes
No
Network Policy
Yes
No
Deployment Policy
Yes
No
SLA Policy
Yes
No
Resource Limit Report Yes
No
Group Users
Yes
No
Cloudsense Reports
Yes
No
Cloudsense
Assessment Reports
Yes
No
Orchestration
Yes
No
Discovery
Yes
No
MSP
Yes
Yes
Open Automation
Modules
No
No
Group Users
No
No
CS Shared Reports
No
No
CS Shared
Assessments
No
No
Remote VM Access
No
No
Mobile Access
Settings
No
No
End User Chargeback No
No
Write Resource
Accounting
No
No
Write Chargeback
No
No
UCSD Cluster
No
No
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Managing Users and Groups
Group Admin
Group Admin
Task
Permission
Read
Write
Virtual Computing
Yes
VM Label
Yes
Assign VM to vDC
Virtual Storage
Virtual Network
Physical Computing
Physical Storage
Yes
Yes
Group Service Request
Yes
Yes
Approver Service Request
Yes
Yes
Physical Network
Budgeting
Resource Accouting
Chargeback
System Admin
Users and Groups
Virtual Accounts
Catalogs
Yes
vDC
Yes
Computing Policy
Yes
Yes
Storage Policy
Network Policy
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IS Admin
Task
Permission
Deployment Policy
SLA Policy
Resource Limit Report
Group Users
Cloudsense Reports
Yes
Cloudsense Assessment
Reports
Orchestration
Discovery
MSP
Open Automation Modules
Group Users
CS Shared Reports
Yes
Yes
CS Shared Assessments
Yes
Yes
Remote VM Access
Mobile Access Settings
End User Chargeback
Yes
Write Resource Accounting
Write Chargeback
UCSD Cluster
IS Admin
Task
Virtual Computing
Permission
Read
Write
Yes
No
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IS Admin
Task
Permission
VM Label
No
Yes
Assign VM to vDC
No
Yes
Virtual Storage
Yes
No
Virtual Network
Yes
No
Physical Computing
Yes
No
Physical Storage
Yes
No
Physical Network
Yes
No
Group Service Request
Yes
No
Approver Service Request
No
No
Budgeting
Yes
No
Resource Accouting
Yes
No
Chargeback
Yes
No
System Admin
Yes
No
Users and Groups
Yes
No
Virtual Accounts
Yes
No
Catalogs
Yes
Yes
vDC
Yes
Yes
Computing Policy
Yes
No
Storage Policy
No
No
Network Policy
Yes
No
Deployment Policy
Yes
Yes
SLA Policy
Yes
Yes
Resource Limit Report
Yes
No
Group Users
Yes
No
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Network Admin
Task
Permission
Cloudsense Reports
Yes
No
Cloudsense Assessment
Reports
Yes
No
Orchestration
No
Yes
Discovery
No
Yes
MSP
No
Yes
Open Automation Modules
No
No
Group Users
No
No
CS Shared Reports
No
No
CS Shared Assessments
No
No
Remote VM Access
No
No
Mobile Access Settings
No
No
End User Chargeback
No
No
Write Resource Accounting
No
No
Write Chargeback
No
No
UCSD Cluster
No
No
Network Admin
Task
Permission
Virtual Computing
Yes
No
VM Label
No
Yes
Assign VM to vDC
No
No
Virtual Storage
Yes
No
Virtual Network
Yes
No
Physical Computing
Yes
No
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Managing Users and Groups
Network Admin
Task
Permission
Physical Storage
Yes
No
Physical Network
Yes
Yes
Group Service Request
No
No
Approver Service Request
No
No
Budgeting
Yes
Yes
Resource Accounting
Yes
Yes
Chargeback
Yes
Yes
System Admin
No
No
Users and Groups
Yes
No
Virtual Accounts
Yes
No
Catalogs
Yes
No
vDC
Yes
No
Computing Policy
Yes
No
Storage Policy
Yes
No
Network Policy
Yes
Yes
Deployment Policy
Yes
No
SLA Policy
Yes
No
Resource Limit Report
Yes
No
Group Users
Yes
No
Cloudsense Reports
Yes
No
Cloudsense Assessment
Reports
Yes
No
Orchestration
Yes
Yes
Discovery
Yes
Yes
MSP
Yes
Yes
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Operator
Task
Permission
Open Automation Modules
No
No
Group Users
No
No
CS Shared Reports
No
No
CS Shared Assessments
No
No
Remote VM Access
No
No
Mobile Access Settings
No
No
End User Chargeback
No
No
Write Resource Accounting
No
No
Write Chargeback
No
No
UCSD Cluster
No
No
Task
Permission
Operator
Read
Write
Virtual Computing
Yes
No
VM Label
No
Yes
Assign VM to vDC
No
Yes
Virtual Storage
Yes
No
Virtual Network
Yes
No
Physical Computing
Yes
No
Physical Storage
Yes
No
Physical Network
Yes
No
Group Service Request
No
No
Approver Service Request
No
No
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Managing Users and Groups
Operator
Task
Permission
Budgeting
Yes
No
Resource Accounting
Yes
No
Chargeback
Yes
No
System Admin
Yes
No
Users and Groups
Yes
No
Virtual Accounts
Yes
No
Catalogs
Yes
No
vDC
Yes
No
Computing Policy
Yes
No
Storage Policy
Yes
No
Network Policy
Yes
No
Deployment Policy
Yes
No
SLA Policy
Yes
No
Resource Limit Report
Yes
No
Group Users
Yes
No
Cloudsense Reports
Yes
No
Cloudsense Assessment
Reports
Yes
No
Orchestration
No
No
Discovery
No
No
MSP
No
No
Open Automation Modules
No
No
Group Users
No
No
CS Shared Reports
No
No
CS Shared Assessments
No
No
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Service End User
Task
Permission
Remote VM Access
No
No
Mobile Access Settings
No
No
End User Chargeback
No
No
Write Resource Accounting
No
No
Write Chargeback
No
No
UCSD Cluster
No
No
Service End User
Task
Permission
Read
Write
Virtual Computing
VM Label
Assign VM to vDC
Virtual Storage
Virtual Network
Physical Computing
Physical Storage
Physical Network
Group Service Request
Read
Approver Service Request
Read
Write
Budgeting
Resource Accounting
Chargeback
System Admin
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Managing Users and Groups
Service End User
Task
Permission
Users and Groups
Virtual Accounts
Catalogs
vDC
Computing Policy
Storage Policy
Network Policy
Deployment Policy
SLA Policy
Resource Limit Report
Group Users
Cloudsense Reports
Cloudsense Assessment
Reports
Orchestration
Discovery
MSP
Open Automation Modules
Group Users
CS Shared Reports
CS Shared Assessments
Remote VM Access
Mobile Access Settings
End User Chargeback
Read
Write Resource Accounting
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Storage Admin
Task
Permission
Write Chargeback
UCSD Cluster
Storage Admin
Task
Permission
Read
Virtual Computing
Write
Yes
VM Label
Yes
Assign VM to vDC
Virtual Storage
Yes
Virtual Network
Yes
Physical Computing
Yes
Physical Storage
Yes
Physical Network
Yes
Group Service Request
Yes
Approver Service Request
Yes
Budgeting
Yes
Resource Accounting
Yes
Chargeback
Yes
System Admin
Yes
Users and Groups
Yes
Virtual Accounts
Yes
Catalogs
Yes
vDC
Yes
Yes
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Storage Admin
Task
Permission
Computing Policy
Yes
Storage Policy
Yes
Network Policy
Yes
Deployment Policy
Yes
SLA Policy
Yes
Resource Limit Report
Yes
Group Users
Yes
Cloudsense Reports
Yes
Cloudsense Assessment
Reports
Yes
Orchestration
Yes
Discovery
Yes
Yes
MSP
Yes
Yes
Yes
Yes
Open Automation Modules
Group Users
CS Shared Reports
CS Shared Assessments
Remote VM Access
Mobile Access Settings
End User Chargeback
Write Resource Accounting
Write Chargeback
UCSD Cluster
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User Roles and Permissions
User Roles and Permissions
The following tables shows a list of permissions that are mapped to each admin user type:
Permission All
Policy
Admin
Billing Computing Group IS
Admin Admin Admin Admin
MSP
Admin
Network Operator Service Storage
Admin
End Admin
User
Read
Write
Write
Read
Read
VM Label Write
Write
Write
Write
Write
Write
Assign
VM to
vDC
Write
Write
Virtual
Storage
Read
Read
Read
Read
Read
Read
Virtual
Network
Read
Read
Read
Read
Read
Read
Physical
Read/
Computing Write
Read/Write
Read
Read
Read
Read
Physical
Storage
Read/
Write
Read
Read
Read
Read
Read
Physical
Network
Read/
Write
Read
Read
Read/Write Read/Write
Read
Read
Read/Write Read
Read/Write
Read/Write
Read
Read/Write
Read
Read/Write
Virtual
Read
Computing
Read
Group
Service
Request
Approver
Service
Request
Read
Budgeting Read
Read/Write Read
Resource Read
Accouting
Read
Read
Chargeback Read
Read
Read
System
Admin
Read
Read/
Write
Read/Write Read/Write
Read
Write
Read
Read/Write Read/Write Read
Read
Read
Read
Read
Read/Write Read
Read
Read
Read
Read
Read/Write Read
Read
Read
Read
Read
Read
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User Roles and Permissions
Permission All
Policy
Admin
Billing Computing Group IS
Admin Admin Admin Admin
MSP
Admin
Network Operator Service Storage
Admin
End Admin
User
Users and
Groups
Read
Read
Read
Read
Read
Read
Virtual
Accounts
Read
Read
Read
Read
Read
Read
Catalogs
Read
Read
Read
Read/Write Read
Read
Read
Read
vDC
Read
Read
Read
Read/Write Read
Read
Read
Computing Read/Write
Policy
Read/Write Read/Write Read
Read
Read
Read
Storage
Policy
Read/Write
Read
Read
Read
Read
Network
Policy
Read/Write
Read
Read
Read
Read
Deployment Read/Write
Policy
Read
Read/Write
Read
Read
Read
SLA
Policy
Read/Write
Read
Read/Write
Read
Read
Read
Resource
Limit
Report
Read/Write Read
Read
Read/Write Read
Read
Read
Read
Read
Group
Users
Read
Read
Write
Read
Read
Read
Read
Read
Cloudsense Read
Reports
Read/Write Read
Read
Read
Read
Read
Read Read
Cloudsense Read
Assessment
Reports
Read
Orchestration Read
Read
Read/Write
Read/Write
Read
Read/Write
Read/Write
Read/Write
Read/Write Read/Write Read/Write
Read/Write
Discovery Read
MSP
Read
Read/Write Read/Write Read/Write
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User Roles and Permissions
Permission All
Policy
Admin
Billing Computing Group IS
Admin Admin Admin Admin
MSP
Admin
Open
Automation
Modules
Write
Group
Users
Read
CS Shared
Reports
Read/Write
CS Shared
Assessments
Read/Write
Network Operator Service Storage
Admin
End Admin
User
Read
Remote
VM
Access
Mobile
Access
Settings
End User
Chargeback
Read
Write
Resource
Accounting
Write
Write
Write
Chargeback
Write
Read
Read
Read
UCSD
Cluster
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Managing Groups
Managing Groups
Creating a Group or Customer Organization
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Users and Groups.
Choose the User Groups tab.
Click Add.
In the Add Group dialog box, complete the following fields:
Field Name
Description
Name field
The name of the group or the customer organization.
Description field
The description of the group or the customer organization, if required.
Code field
A shorter name or code name for the group. This name is used in VM and
hostname templates.
Cost Center field
(Optional) The cost center name or number if required. This name or number
represents a cost center that a group is associated with. This name can be
used in a VMware System policy for the VM naming convention.
For more information about using Cost Center for naming conventions, see
Managing Policies, on page 93.
Step 5
Contact Email field
This email is used to notify the group owner about the status of service
requests and request approvals if necessary.
First Name field
The contact’s first name.
Last Name field
The contact’s last name.
Phone field
The contact’s phone number.
Address field
The contact’s address
Click Add.
What to Do Next
Repeat this procedure if you want to add more groups.
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Password Policy
Password Policy
The password policy applies to all the users and is enforced when you add a user or change the password for
all user types. This policy enables the following password constraints:
• Password length
• Whether the password can be the same as the username
• Whether a user can reset the current password as a new password
• Regular expressions that are disallowed in a password
Creating a Password Policy
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > Users and Groups.
In the Password Policy pane, complete the following fields:
Name
Description
Minimum Password Length drop-down list
Choose the minimum number of characters for the
password.
Maximum Password Length drop-down list
Choose the maximum number of characters for the
password.
Minimum Character Classes drop-down list
Choose the minimum number of character classes
such as upper case, lower case, numbers, and special
characters.
Disallow Login in Password check box
Check the check box to disallow passwords, which
are the same as the login ID.
Disallow Previous Password check box
Check the check box to disallow the previous
password from being used and the new password
being the same as the old password.
Disallow Passwords that match regular expression
field
The regular expressions (one per line) that are not
allowed for passwords. For example, .*abc.* specifies
that a given password cannot contain the string “abc”.
Click Submit.
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Group Budget Policy
Group Budget Policy
Resources are accounted for by using the Chargeback feature. For resource usage by a group or customer
organization, you associate the entity with a budget policy.
You can configure a group or customer organization with a budget watch, and configure a group or customer
organization to stay within or exceed the provisioned budget.
Viewing and Editing a Group Budget Policy
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Administration > Users and Groups.
Choose the User Group tab
Choose a group from the list.
Click Budget Policy.
In the Budget Policy dialog box, complete the following fields:
Name
Description
Enable Budget Watch check box
Check the check box to monitor the group's budget
usage. Uncheck the check box to ignore all budget
entries for this group.
Allow Over Budget check box
Check if the group members are allowed over the
provisioned budget. Uncheck the check box to reject
the requests, once the budget is exhausted, until a new
budget is added.
Click Save.
Resource Limits
You can configure resource limits for a group or customer organization to manage resource utilization. You
can specify limits for the following:
Note
Configuration of operating system resource and physical resource limits are not supported for public
clouds.
• Virtual resources
• Operating system resources
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Resource Limits
• Physical resources
Viewing Resource Limits
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Summary.
Click a group to view
Choose the Resource Limits to view the current limit, usage, pending SR usage, and status of the resources
for the selected group.
Editing Resource Limits
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Users and Groups.
Choose the User Groups tab
Choose a group and click Edit Resources Limits. The Resource Limit dialog box appears.
In the Resource Limit dialog box, check the Enable Resource Limits check box and complete the following
fields:
Field Name
Description
Group display-only
The group name
Enable Resource Limits check box
Check the check box to enable the resource limits or
uncheck the check box to disable the resource limits.
If checked, the user is provided with the option to set
resource limits for a group and all nonzero resource
limits are applied.
Maximum Active VM Count
The maximum number of active VMs.
Maximum Total VM Count
The total number of VMs.
Provisioned vCPUs Limit
The maximum number of provisioned vCPUs.
Provisioned Memory (GB) Limit
The provisioned memory limit, in gigabytes.
Provisioned CPU (GHz) Limit
Provisioned CPU (GHz) Limit
Provisioned Disk (GB) Limit
The provisioned limit for disks, in gigabytes.
Reserved CPU (GHz) Limit
The reserved limit of CPUs, in gigahertz.
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Resource Limits
Field Name
Description
Reserved Memory (GB) Limit
The reserved memory limit, in gigabytes
Maximum Snapshot (GB) Limit
The maximum limit for snapshots, in gigabytes.
Count CPU and Memory for Inactive VMs check box Count CPU and Memory for Inactive Check the check
box to include the group's inactive VM CPU or
memory data in the computation of resource limits.
Uncheck the check box to exclude inactive VM CPU
or memory data from the computation of resource
limits.VMs check box.
OS Resource Limits
Note
The configuration of OS resource limits and physical resource limits are not supported for public
clouds.
CentOS
The maximum number of CentOS (Community
Enterprise Operating System) servers.
Windows Server 2008
The maximum number of Windows 2008 servers.
Windows 7
The maximum number of Windows 7 machines.
Windows XP
The maximum number of Windows XP machines.
Red Hat
The maximum number of Red Hat machines.
Ubuntu
The maximum number of Ubuntu machines.
FreeBSD
The maximum number of FreeBSD machines.
Other Linux
The maximum number of other Linux OS.
Other
The maximum number of other OS.
Physical Resource Limits
Step 5
Maximum Physical Server Count
The maximum number of servers
Maximum Physical Server Memory (GB)
The maximum amount of server memory.
Maximum Physical Server CPU Count
The maximum number of server CPUs.
Maximum vFiler Count
The maximum number of vFilers
Maximum Physical Storage Space (GB)
The maximum amount of storage space
Click Save.
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Configuring the Administration Profile
Configuring the Administration Profile
Creating the Admin Profile
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > Users and Groups.
Choose Login User tab
Click Add.
In the Add User dialog box, complete the following fields:
Field Name
Description
User Type drop-down list
Choose the user type option as System Admin. The
system administrator has full privileges.
Login Name
The login name. The default is admin.
Password
The admin password.
Confirm Password
The admin password that is entered again for
confirmation.
User Contact Email
The administrator’s email address.
First Name
The administrator’s first name.
Last Name
The administrator’s last name.
Phone
The administrator’s phone number.
Address
The administrator’s address.
Click Add.
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Changing the Admin Password
Changing the Admin Password
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > Users and Groups.
In the Login Name column, choose admin
Click Change Password.
In the Change Password dialog box, enter a new password for the admin user and confirm it.
Click Save.
Adding Users
Before You Begin
Ensure you have created a group before you add a user to it.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Users and Groups.
Choose the Login Users tab.
Click Add (+).
In the Add User dialog box, complete the following fields:
Field Name
Description
User Type
Choose the user type.
The Group Admin user type is the only
administrator user role that can be assigned
to a user group.
Choose the group or customer organization to which
the user belongs.
Note
User Group
Login Name
The user's login name.
Password
The user's password.
If the Lightweight Directory Access Protocol
(LDAP) authentication is configured to the
user, the password is validated only at the
LDAP server, not at the local server.
The user's password is entered again for confirmation.
Note
Confirm Password
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Viewing Current Online Users
Field Name
Description
User Contact Email
The user's email address.
First Name
The email address is required to notify the
group owner about service request status and
request approval.
The user's first name.
Last Name
The user's last name.
Phone
The user's phone number.
Address
The user's postal address.
Note
Step 5
Click Add.
What to Do Next
After choosing a user from the main window and then clicking Manage Profiles, you can optionally assign
multiple roles for that user.
Viewing Current Online Users
Procedure
Step 1
Step 2
On the menu bar, choose Administration > Users and Groups.
Choose the Current Online Users tab to view a list of online users. You can view the username, IP address,
session start time, last data access, and client.
Managing User Access Profiles
Multi-Role Access Profiles
A user can be assigned to more than one role, which is reflected in the system as a user access profile. For
example, a user might log into Cisco UCS Director as a group administrator and an all-policy administrator,
if both types of access are appropriate.
Note
One of the profiles can be set as the default user access profile.
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Creating a User Access Profile
Note
The Manage Profiles feature enables you to add, log into, edit or delete a user access profile.
Creating a User Access Profile
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Administration > Users and Groups.
Choose the Login User tab
Choose a user from the list.
Click Manage Profiles.
In the Manage Profile window, click Add +
In the Add Entry to Access Profiles dialog box, complete the following fields:
Field Name
Description
Name
The profile name.
Description
The description of the profile.
Type
Choose the user role type.
Group
Choose the user's group.
Default Profile
Check the check box if this is the default user access
profile. Uncheck the check box if it is not the default.
Click Submit.
What to Do Next
Create additional user access profiles as needed.
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Editing User Access Profile
Editing User Access Profile
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Administration > Users and Groups.
Choose the Login User tab.
Choose a user from the list.
Click Manage Profiles.
In the Manage Profiles window, choose a user from the list.
Click Edit.
In the Edit Access Profiles Entry dialog box, edit the Name, Description, Type, Group, or the Default
Profile fields as needed.
Step 8
Click Submit.
Deleting a User Access Profile
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > Users and Groups.
Choose the Login Users tab.
Choose a user from the list.
Click Manage Profiles.
In the Manage Profiles window, choose a user from the list.
Step 6
In the Manage Profiles dialog box, click Delete.
Logging in to a Profile
Procedure
Step 1
Step 2
Step 3
In the Cisco UCS Director login dialog box, enter your username in the Username field, in the format
Username: Access Profile Name.
Note
For example, Alex:
GrpAdmin
In the Password field, enter your password.
Click Login.
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Delete Profile
Delete Profile
The default profile is the first profile that you created in the system. You can change the default to another
profile. Using the new default profile, you log in by entering the username and password.
Changing Default Profile
Procedure
Step 1
Step 2
Step 3
At the upper right of the window (to the left of logout), click the username.
In the User Information window, choose the Access Profiles tab.
Choose a user profile, and click Set as Default Profile.
Note
A profile can also be set as default while adding or editing a profile.
Authentication and LDAP Integration
You can configure a preference with or without a fallback choice for local authentication and a preference
with a fallback for the LDAP. You can also configure a preference with no fallback for Verisign Identity
Protection (VIP) authentication.
Name
Description
Local Authentication
Authentication is local only (Cisco UCS Director),
and not through the LDAP server.
Local First, fallback to LDAP
Authentication is done first at the local server (Cisco
UCS Director). If the user is unavailable at the local
server, the LDAP server is checked.
LDAP First, fallback to Local
Authentication is done first at the LDAP server. If
the user is unavailable at the LDAP server, the local
server is checked (Cisco UCS Director).
Verisign Identity Protection
VIP Authentication Service (two-factor
authentication) is enabled.
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Authentication and LDAP Integration
Configuring Authentication Preferences
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > Users and Groups.
Choose the Authentication Preferences tab.
In the Authentication Preferences pane, complete the following fields:
Name
Description
Authentication Preferences drop-down list
Choose the Authentication Preference.
You can select one of the following:
• Local Authentication
If you select this option, continue to Step 4.
• Local First, fallback to LDAP
• LDAP First, fallback to Local
• Verisign Identity Protection
If you select this option, continue to Step 5.
Account Name field
The name of the account.
LDAP Directory Type drop-down list
The type of LDAP directory.
You can select one of the following:
• Microsoft Active Directory
• OpenLDAP
User Name field
The user name.
If you selected OpenLDAP as the LDAP Directory
Type, then specify the user names in the following
format:
uid=users,ou=People,dc=ucsd,dc=com
where ou specified is the one all the other users are
placed in the directory hierarchy.
Password field
The user password.
Port Number field
The port number.
Server field
The IP address of the LDAP server.
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Name
Description
Domain Name field
The domain name.
If you selected OpenLDAP as the LDAP Directory
Type, then this domain name must match the domain
specified with the user name.
Modify Existing Users and Groups check box
Check the check box if you want to enable modification
of existing users and groups.
Test LDAP check box
Check the check box if you want to test LDAP
connectivity to Cisco UCS Director.
Step 4
Step 5
If you modify the values of the Account Name and Server fields, and the authentication is
successful, then the BaseDNs that were stored in Cisco UCS Director of the previously specified
LDAP server is erased. Information on users and groups are retained.
For local authentication, click Save.
If you selected Verisign Identity Protection, complete the following steps:.
a) Click Browse to upload a VIP certificate.
Locate and select the certificate, and click Upload.
b) Enter the Password.
Step 6
Click Save.
Important
What to Do Next
If you configured LDAP first as the authentication preference, you must configure the LDAP credentials.
LDAP Integration
You can use LDAP integration to synchronize the LDAP server’s groups and users with Cisco UCS Director.
LDAP authentication enables synchronized users to authenticate with the LDAP server. You can synchronize
LDAP users and groups automatically or manually. In addition, LDAP synchronization is also available as a
system task.
Note
Users that do not belong to a group or a domain user’s group display in LDAP as Users with No Group.
These users are added under the domain user’s group in Cisco UCS Director.
You cannot choose users and groups that exist locally or are synchronized externally in Cisco UCS Director.
LDAP Integration Rules and Limitations
Group Synchronization Rules
• If a chosen LDAP group already exists in Cisco UCS Director and the source is type Local, the group
is ignored during synchronization.
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Authentication and LDAP Integration
• If a chosen LDAP group already exists in Cisco UCS Director and the group source is type External,
the group’s description and email attributes are updated in the Cisco UCS Director.
• A maximum of 1000 users (subject to availability) are displayed for selection in manual search when
you use the advanced search option. This option is available by clicking Request Manual LDAP Sync.
User Synchronization Rules
• If a chosen LDAP user already exists in Cisco UCS Director and the source is type Local, the user is
ignored during synchronization.
• If a chosen LDAP user already exists in Cisco UCS Director and the source type is External, the user’s
name, description, email, and other attributes are updated for use.
User Synchronization Limitations
• If a user has multiple group membership, that user has single group membership in Cisco UCS Director.
Note
Be sure that the user is assigned to the correct group after the LDAP synchronization process.
Managing LDAP Integration
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > Users and Groups.
Choose the LDAP Integration tab to view the status of LDAP server synchronization.
(Optional) Choose a server and click the following buttons, as needed, to manage LDAP integration.
Name
Description
Search BaseDN button
Enables you to choose a distinguished domain name
to search. All users and groups from the chosen
organization units are fetched into Cisco UCS
Director when the LDAP synchronization process is
completed. This action is also considered to be an
automatic sync process.
Note
You can initiate LDAP server
synchronization as a system task. For more
information, see Executing LDAP
Synchronization System Task, on page 47.
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Authentication and LDAP Integration
Name
Description
Request LDAP Sync
Enables on-demand synchronization of the LDAP
server. This action syncs the users/groups from the
selected organization in “Search Base DN”. Groups
and users added from LDAP appear as type External.
Groups and users added by Cisco UCS Director
appear as type Local.
Click Submit to synchronize the server.
LDAP user changes are immediately reflected.
Note
Make sure that the user is assigned to the
correct group after the LDAP Sync is
processed.
Continue to Step 4.
Request Manual LDAP Sync
Displays a dialog box that enables you to specify
either basic or advanced search criteria to fetch LDAP
users and groups.
Continue with Step 6.
Step 4
Step 5
(Optional) For an LDAP synchronization request, verify the IP address/domain name, and click Submit.
(Optional) If you chose LDAP Manual Server Sync, complete the following fields:
Name
Description
Basic Search field
Check the check box to enable Basic Search by
organization unit.
If checked, continue to Step 6.
Advanced Search field
Check the check box to enable Advanced Search.
If checked, continue to Step 8.
Step 6
Step 7
Step 8
For basic search, click Select.
Choose the distinguished name to search, and click Select.
For advanced search, in the Select Users and Groups pane, add or edit attribute names for User Filters and
Group Filters
Step 9 Click Next.
Step 10 Choose the LDAP Groups and LDAP Users.
Step 11 Click Submit to synchronize the LDAP server.
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Authentication and LDAP Integration
Executing LDAP Synchronization System Task
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > System.
Choose System Tasks.
Enter LDAP in the Filter field.
Select LDAPSyncTask from the System Tasks table.
Step 5
Step 6
Click Run Now.
(Optional) Click Manage Task to enable or disable the synchronization process.
Single Sign On
Cisco UCS Director provides a single sign-on using One Login. Single sign-on prevents a user from having
to enter a password multiple times to access the application. When Single Login is enabled, a user can log
into that portal to access Cisco UCS Director.
Note
A single sign-on is available for Cisco UCS Director after you register a One Login certificate.
Enabling a Single Sign-On
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Administration > Users and Groups.
Choose the Single Sign-On tab.
In the Single Sign-On pane, click the Enable Single Sign-On check box.
In the Select a File for Upload field, browse to the One Login certificate file and choose it.
Click Upload.
When the upload is complete, click Submit.
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Branding Groups and Customer Organizations
Branding Groups and Customer Organizations
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > Users and Groups.
Choose the User Group tab.
Choose the group to brand.
Click Branding.
In the Group Branding dialog box, complete the following fields:
Field Names
Description
Logo image check box
Check the check box to upload a logo image.
Continue to Step 6.
Application Labels check box
Check the check box to customize an application label
to appear in the application header.
Continue to Step 8.
URL Forwarding on Logout check box
Check the check box to forward to a specific URL
upon logout.
Continue to Step 9.
Custom Links check box
Check the check box to brand custom links.
Continue to Step 10.
Step 6
In the Select a File for Upload field, browse to the logo image file and choose it.
Note
Make sure that the logo image is in PNG, JPG, or GIF format. The optimal image size is 200 pixels
in width and 100 pixels in height. We recommend that you use a small file size to enable faster
download.
Step 7 Click Upload.
Step 8 (Optional) For application labels, enter atleast one application label in the Label 1 and Label 2 fields.
Step 9 (Optional) In the URL field, enter the URL to direct the user to upon logout.
Step 10 (Optional) Complete at least the first two fields.
Name
Description
Custom Link 1 Label field
The label for custom link 1.
Custom Link 1 URL field
The URL for custom link 1.
Custom Link 2 Label field
The label for custom link 2.
Custom Link 2 URL field
The URL for custom link 2.
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Login Page Branding
Step 11 Click Submit.
Login Page Branding
A login page can be configured to display a logo that is associated with a domain name. When the end user
logs in from that domain, the user sees the custom logo on the login page. The optimal image size for a logo
is 890 pixels wide and 470 pixels high, with 255 pixels allowed for white space. Cisco recommends that you
keep the image size small to enable faster downloads.
Note
The group or customer organization login page must first be configured (enabled) for branding.
Configuring Custom Domain Logo
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Users and Groups.
Choose the Login Page Branding tab.
Click Add.
In the Domain Branding dialog box, complete the following fields:
Name
Description
Domain Name field
The domain name to brand.
Select a file for upload field
The logo file to upload.
Note
Custom Domain Logo check box
Step 5
The optimal image size for a logo is 890
pixels wide by 470 pixels high, with 255
pixels for white space. We recommend that
you keep the image size small to enable
faster downloads.
Check the check box to enable login page branding
from a specified domain name.
Click Submit.
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4
Managing System Administration Settings
This chapter contains the following sections:
• Setting Up the Outgoing Mail Server, page 51
• Working with Email Templates, page 52
• Customizing an Email Template, page 53
• Configuring System Parameters (Optional), page 55
• Updating the License, page 57
• Verifying License Utilization, page 57
• Viewing License Utilization History, page 58
• Viewing Resource Usage Data, page 58
• Edit Application Categories, page 59
• Customizing the Portal, page 60
• Customizing Reports, page 63
• Advanced Controls, page 64
• User Menus, page 65
• Setting User Permissions, page 66
• Managing System Tasks, page 66
• Managing Icons, page 70
• Support Information, page 72
Setting Up the Outgoing Mail Server
All outgoing emails from Cisco UCS Director require an SMTP server.
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Working with Email Templates
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > System.
Choose the Mail Setup tab.
In the Mail Setup pane, complete the following fields:
Name
Description
Outgoing Email Server (SMTP) field
The outgoing SMTP server address.
Outgoing SMTP Port field
The outgoing SMTP server port number.
Outgoing SMTP User field
The user ID.
Outgoing SMTP Password field
The user password.
Address field
The sender’s email address
Cloupia Server IP address field
The IP address or DNS name of the Cisco UCS
Director virtual appliance. This field is used to create
proper links in emails for user workflow actions. Send
Test Email check box Check this check box to test
the current email settings.
Click Save.
Working with Email Templates
Cisco UCS Director has a notification mechanism through which you can configure emails to be sent to an
administrator when specific events occur. For example, when a VM is provisioned. In addition, if approvals
are required for any task, an email notification can be sent to an administrator or to the group administrator.
Note
You can specify multiple recipients for an email notification. Use a comma as a separator for multiple
email addresses.
Cisco UCS Director provides a set of email templates in the HTML format in the filesystem of the server
appliance. These templates are available in the following location:
/opt/infra/inframgr/EmailTemplates
You can edit not just the message details in the emails, but also the formatting and presentation details such
as font, colors, and table borders. You must login to the server appliance, and access the file system to customize
the email message or formatting styles of the email notification.
Following are the email templates that are available and the corresponding HTML files that you can edit.
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Customizing an Email Template
Template Name
HTML File Name
Life Cycle Notification Email Template
LifeCycleNotificationEmailTemplate.html
Failure Notification Email Template
FailureNotificationEmailTemplate.html
CreateVM Notification Email Template
CreateVMNotificationEmailTemplate.html
Trigger Notification Email Template
TriggerNotificationEmailTemplate.html
User VM Action Notification Email
Template
UserVMActionNotificationEmailTemplate.html
Workflow Notification Email Template
WorkflowNotificationEmailTemplate.html
VM Provision Notification Email
Template
NotificationEmailSender.html
Technical Notification Email Template
TechnicalEmailSender.html
Customizing an Email Template
Before You Begin
• You must be logged in to the appliance to complete this task.
• Take a backup of the email templates prior to editing it. By doing so, you can revert to the original
templates at a later point in time.
Procedure
Step 1
Go to the Email Templates folder in the filesystem of the server appliance.
[root@xyz] # cd opt
[root@xyz opt] # cd infra
[root@xyz infra] # cd inframgr
[root@xyz inframgr] # cd EmailTemplates
[root@xyz EmailTemplates] #
Step 2
Step 3
Run the ls command to view the list of email templates and their corresponding HTML versions that are
available.
Open the template file that you want to customize.
[root@xyz] # vi LifecycleNotificationEmailTemplate.html
You must always open the .html version of the template. Do not edit the XML
files.
Edit the fields that you want to customize.
Important
Step 4
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Important
Step 5
Step 6
You can modify not just the message details in the emails, but also the formatting and presentation
details such as font, colors, and table borders. However, do not modify Java-code related
information or the call names included in the template.
The email templates are supported in different languages. This multi-language support is defined
by the rbutil.getstring phrase for each parameter. If you delete this string while editing your
template, then the changes you make to the current template will not be available in other
languages.
Ensure that the file permissions are the same as the default permissions.
Run the :wq command to save and exit the edit mode.
Example of Editing an Email Template
This example shows how to access the file system and how to open an email template for editing.
[root@xyz] # cd opt
[root@xyz opt] # cd infra
[root@xyz infra] # cd inframgr
[root@xyz inframgr] # cd EmailTemplates
[root@xyz EmailTemplates] # ls
LifeCycleNotificationEmailTemplate.html
LifeCycleNotificationEmailTemplate.xml
FailureNotificationEmailTemplate.html
FailureNotificationEmailTemplate.xml
CreateVMNotificationEmailTemplate.html
CreateVMNotificationEmailTemplate.xml
TriggerNotificationEmailTemplate.html
TriggerNotificationEmailTemplate.xml
UserVMActionNotificationEmailTemplate.html
UserVMActionNotificationEmailTemplate.xml
WorkflowNotificationEmailTemplate.html
WorkflowNotificationEmailTemplate.xml
NotificationEmailSender.html
NotificationEmailSender.xml
TechnicalEmailSender.html
TechnicalEmailSender.xml
[root@xyz inframgr] # vi CreateVMNotificationEmailTemplate.html
<head>
<style type='text/css'>\r\n
out.println(".c1 {font-weight: normal;\r\ntext-align: left;\r\nfont-size: 8pt;\r\nfont-family:
Verdana, Arial, sans-serif}\r\n");
out.println(".c2 {font-weight: bold;\r\ntext-align: left;\r\nfont-size: 8pt;\r\nfont-family:
Verdana, Arial, sans-serif}\r\n");
</style>
</head>
<body bgcolor=#ffffff>
<table class='c1' border=0 cellspacing=2 cellpadding=1 width=100%>
<tr>
<td bgcolor=#BFDBFD><b>
<td bgcolor=#BFDBFD><b>
<td bgcolor=#BFDBFD><b>
<td bgcolor=#BFDBFD><b>
<td bgcolor=#BFDBFD><b>
</tr>
<Cloupia:ReportScript>
+
+
+
+
+
rbutil.getstring
rbutil.getstring
rbutil.getstring
rbutil.getstring
rbutil.getstring
("System.string.ET.vm.id")</b></td>
("System.string.ET.Cloud.name")</b></td>
("System.string.ET.instance.name")</b></td>
("System.string.ET.ip.address")</b></td>
("System.string.ET.hostname")</b></td>
var dataObject = request.getDataObject();
for(var i = 0; i< dataObject.size(); i =i+1)
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{
var vmc = dataObject.get(i);
println("<tr>");
println("<td bgcolor=#ffffff>");
println(""+vmc.gvm.getVmId());
println("</td>");
println("<td bgcolor=#ffffff>");
println(""+vmc.gvm.getAccountName());
println("</td>");
println("<td bgcolor=#ffffff>");
println(""+vmc.gvm.getInstanceId());
println("</td>");
println("<td bgcolor=#ffffff>");
println(""+vmc.gvm.getHostName());
println("</td>");
println("<td bgcolor=#ffffff>");
println(""+vmc.gvm.getIpAddress());
println("</td>");
println("</tr>");
}
</Cloupia:ReportScript>
</table>
</td></tr></table>
</body>
[root@xyz EmailTemplates]# ls -l *html
-rw-r--r-- 1 root root 7040 Mar 27 02:59 CreateVMNotificationEmailTemplate.html
-rw-r--r-- 1 root root 4674 Mar 27 02:59 FailureNotificationEmailTemplate.html
-rw-r--r-- 1 root root 1569 Mar 27 02:59 LifeCycleNotificationEmailTemplate.html
-rw-r--r-- 1 root root 12753 Mar 27 02:59 NotificationEmailSender.html
-rw-r--r-- 1 root root 8946 Mar 27 02:59 TechnicalEmailSender.html
-rw-r--r-- 1 root root 4387 Mar 27 02:59 TriggerNotificationEmailTemplate.html
-rw-r--r-- 1 root root 3946 Mar 27 02:59 UserVMActionNotificationEmailTemplate.html
-rw-r--r-- 1 root root 4517 Mar 27 02:59 WorkflowNotificationEmailTemplate.html
Configuring System Parameters (Optional)
Configuring System Parameters
You should edit the system parameters only if you need to change the default values.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > System.
Choose the System Parameters tab.
In the System pane, complete the following fields:
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Name
Description
Number of Days to Keep Deleted VMs Data field The user-defined number of days that the system
retains VM data.
Number of Days to Keep Events field
The user-defined number of days that the system
retains all events.
Note
Number of Days to Keep Trend Data field
Events older than the mentioned time period
are deleted.
The user-defined number of days that the system
retains trend data or historical data of the inventory
(such as CPU, storage, and memory usage).
Note
This data is used for
reporting.
Number of Days to Keep Metering Data drop-down Choose the number of days that the system retains
list
VM metering records.
Note
This data is specific to VMs and their
resources.
Download VM Locking Controls from URL field VM locking controls from the specified URL.
Note
Currency drop-down list
This file must be in XML
format.
Choose the type of currency to use.
Available currencies are US, EURO, GBP, KRW,
CAD, CHF, CLP, NR, JPY, AUD, NZD, SGD, HKD,
MYR, MXN, BRL, AED, DKK, SEK, KWD, CYN,
RUB, ZAR, and Other.
Currency field
Enter the currency name (one only).
Note
Step 4
This field appears when Other is chosen as
the currency.
Currency Precision drop-down list
Choose the currency precision in decimal points.
Available precision is from 0 to 5 decimal points.
Funds Availability Check Interval (mins)
drop-down list
Choose a time interval to check the availability of
funds.
Click Save.
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Configuring Infrastructure System Parameters (Optional)
Configuring Infrastructure System Parameters (Optional)
You can set parameters for polling the virtual and physical system infrastructure resources.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > System.
Choose the Infrastructure System Parameters tab.
In the entry box, enter the number of days to keep trend data for the system infrastructure. The default is 30
days.
Click Save.
Updating the License
You can update the license using Product Authorization Key (PAK).
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > License.
Choose the License Keys tab.
Click the Update License option.
The Update PAK dialog box is displayed.
Step 4
Step 5
Click Browse to navigate and choose the PAK license file.
Click Upload to upload the PAK license file.
Note
If the license file does not upload, check the check box and copy and paste the license text into the
license text field.
Click Submit.
The license is updated.
Step 6
Verifying License Utilization
The License Utilization page shows the licenses in use and details about each license, including license limit,
available quantity, status, and remarks. License audits can also be run from this page.
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Viewing License Utilization History
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > License.
Choose the License Utilization tab.
Choose a Cisco UCS Director appliance.
(Optional) To run a license audit, click Run License Audit.
In the Run License Audit dialog box, click Submit. This process takes several minutes to run.
Viewing License Utilization History
The number of licensed network and storage controllers, servers, server and desktop VMs, and small and
medium pods can be tracked over time to see how network resources are being utilized.
Procedure
Step 1
Step 2
On the menu bar, choose Administration > License.
Choose the License Utilization History tab.
The license utilization history is displayed for the following resource categories with timestamp:
• Network Controllers
• Storage Controllers
• Servers
• Server VMs
• Desktop VMs
• Small pods
• Medium pods
Viewing Resource Usage Data
You can view how resources are being utilized in your environment.
Procedure
Step 1
Step 2
On the menu bar, choose Administration > License.
Choose the Resource Usage Data tab.
Following are the available report categories:
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Edit Application Categories
• Resource Name—Name of the available resources associated with Cisco UCS Director.
• Resource Count—Number of each available resource.
Edit Application Categories
Any VM provisioned using Cisco UCS Director is categorized based on its type. The VM type can be a web
server, database, application server, or other. Cisco UCS Director also has a separate category for discovered
VMs.
Following are the application categories available for you to use or edit:
• Discovered VM
• Generic VM
• Web Server
• Application Server
• Database
• App—CPU Intensive
• App—Memory Intensive
• App—Disk Intensive
• App—Network Intensive
• Other App 1
• Other App 2
• Other App 3
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > System.
Choose the Application Categories tab.
Choose an application category.
Click Edit.
In the Edit Category dialog box, complete the following fields:
Name
Description
Category ID display-only field
The numerical value given to the category by the
system.
Category Label field
The category type.
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Customizing the Portal
Step 6
Name
Description
Category Code field
The VM and host naming.
Description display-only field
A description of the category.
Category Enabled display-only check box
The check box default is checked.
Default Smart Allocation Algorithm drop-down
list
Choose an algorithm.
Click Submit.
Customizing the Portal
Organizations can customize self-service portals. The logo, login page, home page, and so on can be customized
for branding and user interface-related changes.
Customizing the Login Page and Background Images
You can change the login page and background images by uploading custom images.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > User Interface Settings .
Click Login Page.
Check the Use customizable Login page check box.
In the Logo Images and Background Images pane, choose an item or click Add to add a logo image or
background image.
Click Submit.
Customizing the Application Logo
You can customize the application logo on the home page by uploading a custom image.
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Customizing Favicons
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > User Interface Settings.
Choose the Application Logo tab.
In the Images pane, choose the image, or click Add to add a new image that is not listed.
Step 4
Click Submit.
Customizing Favicons
You can customize a favorites icon (Favicon) that is displayed in the browser’s address bar or next to the page
name, if it is bookmarked.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > User Interface Settings .
Choose the Favicon tab.
In the Image Label column, choose the image, or click Add to add a new image not listed.
Click Submit.
Customizing Application Header
You can customize the self-service portal labels, next to the customer logo, by modifying existing labels.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > User Interface Settings .
Choose the Application Header tab.
In the Application Header pane, complete the following fields:
Name
Description
Hide Entire Header check box
Check the check box to hide the header section. If
checked, the header that contains the logo image,
application name, and links, such as Logout, are
hidden.
Product Name field
Continuation of the product name.
Product Name 2nd Line field
Continuation of the product name.
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Customizing Date Display
Name
Description
Enable About Dialog check box
Check the check box to enable the About link in the
header. Uncheck the check box to disable the About
link in the header.
Administrator Portal
Custom Link 1 Label field
The custom link label 1 for the administrator portal.
Custom Link 1 URL field
The custom link URL 1 for the administrator portal.
Custom Link 2 Label field
The custom link label 2 for the administrator portal.
Custom Link 2 URL field
The custom link URL 2 for the administrator
portal.End-user Portal
End-user Portal
Step 4
Custom Link 1 Label field
The custom link label 1 for the end-user portal.
Custom Link 1 URL field
The custom link URL 1 for the end-user portal.
Custom Link 2 Label field
The custom link label 2 for the end-user portal.
Custom Link 2 URL field
The custom link URL 2 for the end-user portal.
Click Save.
Customizing Date Display
Numerous data display formats are supported.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > User Interface Settings .
Choose the Date Display tab.
Edit the date format.
If required, click Hide Timezone to hide the time zone display from the user interface.
Click Save.
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Customizing the Color Theme
Customizing the Color Theme
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > User Interface Settings .
Choose the Color Theme tab.
From the drop-down list, choose from the available theme styles.
Click Save.
Customizing Logout Redirect
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > User Interface Settings .
Choose the Login Redirect tab.
Enter the URL.
Click Save.
Customizing Reports
Report customization enables you to make a custom label or hide the available reports.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > User Interface Settings .
Choose the Reports Customization tab.
Choose a report.
Click Edit.
In the dialog box, complete the following fields:
Name
Description
Hide Report check box
Check the check box to hide the report. Uncheck the
check box to show the report.
New Label field
A new label for the report if required.
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Advanced Controls
Step 6
Click Save.
Advanced Controls
You can use advanced controls to enable or disable certain properties of Cisco UCS Director.
Enabling Advanced Controls
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > System.
Choose the Advanced Controls tab.
Complete the following steps:
Name
Description
Monitoring check box
Check the check box to enable virtual infrastructure
monitoring, physical infrastructure monitoring, and
external cloud monitoring.
Check all additional check boxes under this category,
as needed.
Resource Metering check box
Check the check box to enable monitoring of VM
metering functions.
Note
If the VM metering function is disabled,
chargeback does not work.
Event Monitoring check box
Check the check box to enable virtual and physical
infrastructure events.
Heat Map Report Computing check box
Check the check box to enable generation of heat map
reports for the virtual infrastructure.
Automatic Assessment check box
Check the check box to generate reports on virtual
assessment.
Adaptive Provisioning Indexing check box
Check the check box to enable and compute the load
indices for hosts for various host parameters every 4
hours.
These indices are used in adaptive provisioning of
the catalogs. A lower index indicates a better chance
for the host being chosen for provisioning. This
process works according to the computing policy of
a specific VDC.
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User Menus
Name
Description
Delete Inactive VM’s Based on VDC Policy check Check the check box to enable and delete the inactive
box
(powered off) VMs under a VDC after a time that is
specified by the administrator. This property is
associated with the Delete after inactive VM days
field in a VDC.
Note
System Task Remoting check box
By default, the property box is not
checked.
Check the check box to administratively enable the
remote execution.
Enable Service Provider Feature (Requires System Check the check box to enable service providers in
Restart) check box
Cisco UCS Director.
Step 4
Click Submit.
User Menus
Apart from the default menu operations available for the typical user roles, you can allow customized menu
operations for individual user roles.
Note
The menu settings that you can use depends upon your user permissions. For example, you can view or
perform the operations on menus, only if you are given read and write permission.
Setting User Menus
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > System.
Choose the Menu Settings tab.
From the drop-down list, choose a user role.
Check or uncheck the menu check boxes to allow menus for that role or check the Reset to Defaults check
box.
Click Submit.
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Setting User Permissions
Setting User Permissions
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Administration > System.
Choose the User Permissions tab.
From the drop-down list, choose a user role.
In the Allowed Operations dialog box, you can view the read and write operations for the chosen user role.
Check or uncheck the check boxes to allow read and write operations for an individual role, or check the
Reset to Defaults check box.
Click Submit.
Managing System Tasks
A multinode setup defines which system tasks are performed by what service node.
The processing of system tasks such as data collection can be delegated to VM service nodes. The number of
nodes depends on how processing tasks are scaled.
Note
Ensure that Cisco UCS Director is installed on all remote VM nodes and that these VM nodes are configured
for the multinode setup. See the Cisco UCS Director Installation and Upgrade guides for more information.
Creating a Node Pool
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Administration > System.
Choose the Service Nodes tab.
Click the Service Node Pools icon. The Service Node Pool dialog box displays.
Click the + (plus) icon. The Add Entry to Service Node Pools dialog box displays.
In the Name field, enter the node pool name.
(Optional) In the Description field, enter a description of the node pool name.
Click Submit. The node pool is created.
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Creating System Task Policy
Creating System Task Policy
You can group system tasks into a system task policy to later determine which system tasks are running on
which node.
Note
A new system task policy is created when an administrator decides when one or more policies are needed
in addition to the default system task policy.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Administration > System.
Choose the System Task Policy tab.
Click the Add icon. The Add dialog box displays.
In the Name field, enter the name that you gave the system task policy.
(Optional) In the Description field, enter a description of the system task policy.
From the Node Pool drop-down list, choose the node pool to which this system task policy belongs.
Click Submit. The selected node pool now belongs to the newly created system task policy.
Assigning a Node Pool to System Policy Task
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > System.
Choose the System Task Policy tab.
Select an existing system task policy from the Name column and click the Edit icon. The Edit dialog box
displays.
Note
If the default system task policy is used, you can assign service nodes to this policy. See the Creating
System Task Policy, on page 67 section, if you want to configure a policy that is different from the
default.
Select a node pool to which this System Task Policy belongs from the Node Pool drop-down list, choose the
node pool to which this system task policy belongs.
Click Submit. The selected node pool now belongs to the system task policy.
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Creating a Service Node
Creating a Service Node
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > System.
Choose the Service Nodes tab.
Click the Add (+)
In the Service Node dialog box, complete the following fields:
Name
Description
Node Name field
Enter the name of the service node.
Role field
Service is described as the role of this node.
Service Node Pool drop-down list
The default-service-node-pool is chosen.
DNS Name field
Description field
Enter either the DNS name or IP address of the
service node.
Note
This field cannot use the Primary Node’s IP
address. Ensure that a valid Service Node
DNS name or IP address is entered.
The description of the of the service node.
Protocol drop-down list
Choose either http (default) or https.
Port field
The default TCP port for the Hypertext Transfer
Protocol (HTTP) 80 is entered by default. Enter a
different TCP port if necessary.
UserName field
The infraUser user name is entered by default. The
infraUser is a user account created by default. To find
this user account on the menu bar, choose
Administration> Users and Groups. Choose the
Login Users tab to find the infraUser user account
in the Login Name column.
The InfraUser user name is not the default
administrator user to login to the UCS
Director system itself.
Another user name can be added to this field. This
user’s API key is used to authenticate with the Service
Node.
Note
Step 5
Click Submit.
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Assigning a System Policy to a System Task
Assigning a System Policy to a System Task
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Administration > System.
Choose the System Task tab.
Choose a folder that contains system task(s). Click the folder arrow to expand its tasks.
Note
128 system tasks are
available.
Choose the task and click the Manage Task icon. The Manage Task dialog box displays.
From the Task Execution drop-down list, choose Enable.
From the System Task Policy drop-down list, choose a system policy.
Click Submit. The system task is assigned to the selected system policy.
Executing System Tasks
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > System.
Choose the System Tasks tab
Choose a task from the list.
Click Run Now. The selected task updates its information.
Disabling a System Task
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > System.
Choose the System Task tab.
Choose a folder that contains system task(s). Click the folder arrow to expand its tasks.
Note
128 system tasks are
available.
Choose the task and click the Manage Task icon. The Manage Task dialog box displays.
From the Task Execution drop-down list, choose Disable.
Click Submit.
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Managing Icons
Managing Icons
Cisco UCS Director supports customization and management of catalog icons. Each icon set contains many
images. The images in each icon set correspond to the icons that are available in the catalog creation form.
The four prepopulated icon sets are as follows:
• Container Catalog Icon Set
• Advanced Catalog Icon Set
• Standard Catalog Icon Set
• VDI Catalog Icon Set
Adding an Icon
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Administration > User Interface Settings .
Choose the Icon Management tab.
Choose an icon set category.
Click Icon Images.
In the Manage Icon Images window, click Add (+).
In the Add entry to Icon Images dialog box, complete the following fields:
Name
Description
Image Label field
The new label for the image. The label is used to
populate the drop-down list for the icon during catalog
creation.
Description field
The description of the image.
Select a file for Upload field
The file that you browse to and upload.
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Editing an Icon
Editing an Icon
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Administration > User Interface Settings .
Choose the Icon Management tab.
Choose an icon category.
Click Icon Images.
In the Manage Icon Images window, choose an icon image to edit.
Click Edit (pencil)
In the Edit Icon Images Entry dialog box, edit the Description.
Step 8 Choose a replacement file to upload by clicking Browse and browsing to an image.
Step 9 Click Upload.
Step 10 Once upload is finished, click Submit.
Deleting an Icon
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > User Interface Settings .
Choose the Icon Management tab.
In the Manage Icon Images window, choose an icon image and click Delete icon.
Click Delete (X).
Previewing an Icon
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > User Interface Settings .
Choose the Icon Management tab
Click Icon Images.
In the Manage Icon Images window, choose an icon image to preview.
Click Informationicon to preview the image.
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Support Information
Support Information
Cisco UCS Director support provides basic and advanced system information, including the license status,
database tables, version, resource usage, logs, and debugging processes for troubleshooting.
Viewing Support Information
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > Support Information.
Choose the System Information tab.
Click the System Information and Logs Link Page link. The Cisco UCS Director Product System
Information window displays.
Viewing System Information
Basic system information includes the version, uptimes, service status, system license status, usage, compute
accounts status, compute server status, storage account status, system catalogs, network device status, and
cloud status.
The advanced system information includes basic system information, and database tables summary, product
configuration, top process information, and information on processors, memory, disks, log files, network, and
login. You can also view the system task status, cloud inventory, and monitoring status.
Showing Logs
You can choose one of the log files from the drop-down list. Clicking Show Log allows you to view the last
few lines of the log.
Downloading the Logs
You can click Download All Logs to download all of the log files in a Zip format.
Starting the Debug Log
Debug logging enables you to record a maximum of 30 minutes debug logging to a log file.
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Viewing Support Information
Procedure
Step 1
Step 2
Step 3
Click Start Debug Logging..
After the debug is finished, click Stop Debug Logging..
From HH.MM.SS (time) to download the files, click Download Debug Logs..
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5
Managing Integration Settings
This chapter contains the following sections:
• Configuration Management Database Integration, page 75
• Metering Data Export, page 76
• Change Records, page 77
• System Logs, page 77
• Storage and OVF Upload, page 78
• Multiple Language Support, page 78
Configuration Management Database Integration
The Configuration Management Database (CMDB) is used to track and manage changes in the system. CMDB
typically displays ADD, DELETE, or MODIFY event types on resources such as virtual machines (VMs),
service requests, groups, and so on.
Setting Up CMBD Integration
Procedure
Step 1
Step 2
On the menu bar, choose Administration > Integration.
Choose the CMDB Integration Setup tab and complete the following fields:
Name
Description
Export to FTP Server check box
Check the check box to export change records to an
FTP server.
Export Format drop-down list
Choose the type of export format: CSV or XML.
FTP Server field
The FTP server address.
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Metering Data Export
Name
Description
FTP Port field
The FTP server port number.
FTP User field
The FTP user ID.
FTP Password field
The FTP user password.
FTP Export Frequency drop-down list
Choose the frequency that the change records are
exported to the FTP server.
FTP File Name field
The filename for the exported change records. The
following variables can be used to create new
filenames each time that a file is exported to the target
FTP server:
MONTH, WEEK, DAY, YEAR, HOUR, MIN, SEC,
MLLIS.
Example: XYZ-$DAY-$HOUR-$MIN-$SEC
Test FTP check box
Step 3
Check the check box to test FTP settings.
Click Save.
Metering Data Export
You can export trend data such as VM resource usage and resource accounting details to a server by setting
up a metering data export.
Setting Up Metering Data Export
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > Integration.
Choose the Metering Data Export Setup tab, and complete the fields that are used in setting up the CMDB.
Click Save.
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Change Records
Change Records
Viewing Change Records
Procedure
Step 1
Step 2
On the menu bar, choose Administration > System.
Choose the Change Records tab.
Note
You can display a maximum of 1000
records.
System Logs
You can forward system log (syslog) information to configured servers. Each system message is associated
with a severity and a minimum severity level.
Setting Up System Logs
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > Integration.
Choose the Syslogs tab.
Check the Enable Syslog Forward check box and complete the following server fields:
Field
Description
Enable Syslog Forward check box
Check the check box to enable the syslog.
Minimum Severity drop-down list
Choose the minimum severity level to filter any less
severe system messages from being forwarded to the
syslog server.
Primary Syslog Server
Server Address field
The primary server address.
Protocol drop-down list
Choose the protocol: UDP or TCP.
Port field
The port number.
Syslog Message Format drop-down list
Choose the message format: XML or plain text.
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Storage and OVF Upload
Field
Description
Secondary Syslog Server
Step 4
Server Address field
The secondary server address.
Protocol drop-down list
Choose the protocol: UDP or TCP.
Port field
The port number.
Syslog Message Format drop-down list
Choose the message format: XML or plain text.
Click Save.
Storage and OVF Upload
You can configure the storage location for files that are uploaded by the administrator, group administrator,
or the end user. The uploaded files can either be stored locally or configured to an external NFS share mount
point. The administrator configures the Network File System (NFS) location.
The Upload files feature provides an option for admin, group admin, or the end-user (service end-user portal)
to upload Open Virtualization Format (OVF) files to the local storage or to an external NFS share mount
point. The NFS location is configured by the administrator. For more details, see the OVF Upload Guide.
Multiple Language Support
Cisco UCS Director supports multiple languages for concurrent display and input. It supports any language
based on a double byte character set. All input fields support entering text in the user’s language of choice.
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6
Managing a Physical Infrastructure
This chapter contains the following sections:
• About Managing a Physical Infrastructure, page 79
• Testing Connectivity, page 85
• Enabling Device Discovery, page 86
About Managing a Physical Infrastructure
Cisco UCS Director enables you to manage both physical and virtual infrastructures.Cisco UCS Director
discovers all components in the newly created physical account. Typically, the discovery process takes about
5 minutes. You can add a pod or use the default pod. A physical account can be associated with the default
pod or to one that you add.
Note
You can add either the type of infrastructure first (physical or virtual). A physical account in Cisco UCS
Director has no dependency on a virtual (cloud) account.
Adding a Site
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Physical Accounts.
Choose the Site Management tab.
Click Add (+).
In the Add Site. dialog box, complete the following fields:
Name
Description
Site Name field
A descriptive name for the site.
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Adding a Pod
Step 5
Name
Description
Description field (Optional)
The description of the site, such as the location,
significance, and so on.
Contact Name field
The name of the person responsible for this site.
Click Submit.
Adding a Pod
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Physical Accounts.
Click the Pods tab.
Click Add.
In the Add Pod dialog box, complete the following fields:
Name
Description
Name field
A descriptive name for the pod.
Site drop-down list
Choose the site where you want to add the pod. If your environment
does not include sites, you can omit this step.
Type drop-down list
Choose the type of pod that you want to add. This can be one of the
following supported types:
• Flexpod
• Generic
• ExpressPod Medium
• VSPEX
• ExpressPod Small
• Vblock
If you choose any type of pod except the generic type, you must
have a license for that pod type. In addition, the nongeneric pod
types accommodate only specific physical and virtual components.
A generic pod does not require a specific pod license. You can add
any type of physical or virtual component to a generic pod. For more
information about pod licenses, see Cisco UCS Director Install and
Upgrade Guides.
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Adding a Physical Account
Name
Description
Description field
(Optional) A description of the pod.
Address field
The physical location of the pod. For example, this field could
include the city or other internal identification used for the pod.
Hide Pod check box
Check this check box to hide the pod if you do not want it to show
in the Converged Check View. You can continue to add or delete
accounts from the pod.
For example, you can use this check box to ensure that a pod that
does not have any physical or virtual elements is not displayed in
the Converged View.
Step 5
Click Add.
What to Do Next
Add one or more accounts to the pod.
Adding a Physical Account
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Physical Accounts.
Choose the Physical Accounts tab.
Click Add (+).
In the Add Account dialog box, complete the following fields:
Name
Description
Pod drop-down list
Choose the pod to which this physical account
belongs.
Category drop-down list
Choose the category type (Computing or Storage). If
you chose Storage, continue to Step 5.
Account Type drop-down list
Choose from the following account types for this
physical account:
• UCSM
• HP ILO
• Cisco Rack Server (CIMC)
• IPMI
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Name
Description
Authentication Type drop-down list
Choose from the following authentication types to be
used for this account:
• Locally Authenticated—A locally authenticated
user account is authenticated directly through
the fabric interconnect and can be enabled or
disabled by anyone with admin or AAA
privileges.
Remotely Authenticated—A remotely authenticated
user account is any user account that is authenticated
through LDAP, RADIUS, or TACACS+.
Server Management drop-down list
Choose how servers are managed by this account by
selecting one of the following options:
• All Servers
• Selected Servers
Account Name field
A unique name that you assign to the physical account
that you want to add.
Server Address field
The IP address of the server.
User ID field
The username for accessing this account.
Password field
The password associated with the username.
Transport Type drop-down list
Choose the transport type that you want to use for the
account.
This can be one of the following:
• http
• https
Port field
The server port number.
Description field
The description of the account.
Contact Email field (Optional)
The contact email address for the account.
Location field (Optional)
The location.
Service Provider field (Optional)
The service provider’s name, if any.
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Adding a Multi-Domain Manager Account
Step 5
Step 6
If this account is Storage, choose the appropriate account type: NetApp ONTAP, NetApp OnCommand,
EMC VNX, EMC VMAX Solutions Enabler or WHIPTAIL.
Click Add.
Adding a Multi-Domain Manager Account
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Physical Accounts.
Choose the Multi-domain Managers tab.
Click Add (+).
In the Add Account dialog box, complete the following fields:
Name
Description
Account Name field
Choose the account name to which this multi-domain
manager account belongs.
Description field
(Optional) The description of the account.
Account Type drop-down list
Choose from the following account types for this
multi-domain manager account:
• PNSC—Cisco Prime Network Services
Controller account.
• UCS Central—Cisco UCS Central account.
Server Address field
Enter the IP address of the server managing the
multi-domain manager account.
Account Name field
A unique name that you assign to the physical account
that you want to add.
Server Address field
The IP address of the server.
User ID field
The username for accessing this account.
Password field
The password associated with the username.
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Adding a Network Element
Name
Description
Transport Type drop-down list
Choose the transport type that you want to use for the
account. This can be one of the following:
• http
• https
Step 5
Port field
The server port number. The default port is 443.
Contact Email field
(Optional) The contact email address for the account.
Location field
(Optional) The location.
Click Submit.
Adding a Network Element
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Physical Accounts.
Choose the Managed Network Elements tab.
Click Add Network Element.
In the Add Network Element dialog box, complete the following fields:
Name
Description
Pod drop-down list
Choose the pod to which the network element
belongs.
Device Category drop-down list
Choose the device category for this network element.
Device IP field
The IP address for this device.
Protocol drop-down list
Choose the protocol to be used. This can be one of
the following:
• telnet
• ssh
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Enabling DHCP Logging
Step 5
Name
Description
Port field
The port to use.
Login field
The login name.
Password field
The password associated with the login name.
Enable Password field
The enable password for this network element.
Click Submit.
Enabling DHCP Logging
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Physical Accounts.
Choose the Network Service Agents tab.
Click Embedded Network Services.
In the Embedded Network Services dialog box, check the Enable DHCP Logging check box.
Testing Connectivity
You can test connectivity for managed network elements and physical accounts.
Testing Connectivity of Managed Network Elements
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Physical Accounts.
Choose the Managed Network Elements tab.
Choose the pod for which you want to test connectivity.
Click Test Connection.
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Testing the Connection to an Account
Testing the Connection to an Account
You can test the connection at any time after you add an account to a pod.
Procedure
Step 1
Step 2
On the menu bar, choose Administration > Physical Accounts.
Click the tab for the type of account you want to test.
For example, click the Physical Accounts tab or the Multi-Domain Managers tab.
Step 3
In the table, click the row of the account for which you want to test the connection.
Step 4
Step 5
Click Test Connection.
When the connection test has completed, click Close.
What to Do Next
If the connection fails, verify the configuration of the account, including the username and password. If those
are correct, determine whether there is a network connectivity problem.
Enabling Device Discovery
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Administration > Physical Accounts.
Click on an account for which you want to verify device discovery
Choose the Discovered Devices tab
Click the Setup Discovery icon. The first Setup Discovery dialog box appears.
Check the Enable Discovery check box to enable discovery.
In the Setup Discovery dialog box, complete the IP address range field and determine if the default values
for the following fields are adequate for your environment:
Name
Description
Enable Discovery check box
The check box is checked by default to enable device
discovery for this account.
IP Range
The IP address range for device discovery.
TCP Timeout (ms)
The TCP timeout (ms) (default value is 2000 ms).
SNMP Timeout (ms)
The SNMP timeout (ms) (default is 1500 ms).
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Step 7
Name
Description
SNMP Community Strings
The SNMP community string (default is public).
Click Submit.
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7
Managing a Virtual Infrastructure
This chapter contains the following sections:
• About Managing WMware, page 89
• Verifying Cloud Discovery and Connectivity, page 92
• Viewing vCenter Plug-ins, page 92
About Managing WMware
Cisco UCS DirectorCisco UCS Director supports VMware through vCenter (ESX 3.5, ESX/ESXi 4.x and
5.x). Cisco UCS Directorautomatically discovers all existing virtual machines (VMs) and images in the newly
added cloud account. Typically, the discovery process takes about 5 minutes. You can add VMware clouds
and PowerShell agents.
Note
The term “cloud” refers to one vCenter installation.
Creating a Cloud
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Administration > Virtual Accounts.
Choose the Virtual Accounts tab.
Click Add (+).
In the Add Cloud dialog box, complete the following fields:
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Name
Description
Cloud Type drop-down list
Choose VMware.
The following fields are displayed when
VMware is chosen. Other cloud types display
fields that are specific to that cloud type.
The cloud name. The name cannot include single
quotes.
Note
Cloud Name field
Note
Each cloud requires a unique name in Cisco
UCS Director. Once a cloud has been added,
all reports refer to the cloud using the Cloud
Name.
Server Address field
The vCenter server address
Server User ID field
The vCenter server username.
Server Password field
The vCenter server password.
Server Access Port field
The server port number.
VMware Datacenter field
The data center name on the vCenter account.
This name allows you to discover, monitor, and
manage the specified pod's resources. Leave the field
blank if the entire vCenter account is managed by
Cisco UCS Director.
Server Access URL field
The URL for server access.
Description field
The description of the cloud.
Contact Email field
The contact email address for the cloud.
Location field
The location.
Pod drop-down list
Choose the converged infrastructure pod.
By choosing a pod name, the VMware cloud account
appears in the converged infrastructure stack.
Service Provider field
Step 5
The service provider’s name.
Click Add.
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Downloading the PowerShell Agent Installer
Downloading the PowerShell Agent Installer
The PowerShell Agent is installed on Windows Server 2008 R2 or Windows Server 2012 64 bit virtual
machine(s).
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > Virtual Accounts.
Choose the PowerShell Agents tab.
Click Download Installer.
In the Download Agent Installer dialog box, check if your system meets the listed installation requirements.
If the requirements are met, click Submit.
If the requirements are met, click Submit.
The Opening PSASetup. exe dialog box prompts you to save the executable file.
Step 6
Click Save File.
The file is saved to your system’s download location.
Step 7
Install the PSASetup. exe file on your Windows Server 2008 R2 or Windows Server 2012 64 bit virtual
machine (VM).
Creating a PowerShell Agent
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Administration > Virtual Accounts.
Click Add (+).
In the Add Agent dialog box, complete the following fields:
Name
Description
Agent Name field
The agent name.
Agent Address field
The agent address.
Agent Access Port field
The agent access port number.
Access Key field
The access key.
Description field
The description of the agent
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Verifying Cloud Discovery and Connectivity
Verifying Cloud Discovery and Connectivity
Testing the Connection
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Administration > Virtual Accounts.
Choose the Virtual Accounts tab.
Choose the VMware account that you want to test.
Click Test Connectivity
Note
After you add one or more cloud accounts to Cisco UCS Director, you can verify that the cloud and
its data has been collected by using the Summary tab.
On the menu bar, choose Virtual > Compute.
Choose the Summary tab.
Note
It can take few minutes to complete auto-discovery and populate the data. Choose the cloud name
to view its status details.
Viewing vCenter Plug-ins
Procedure
Step 1
Step 2
On the menu bar, choose Administration > Virtual Accounts.
Choose the Plugins tab. This tab shows all the plugins asked for the vCenters added to Cisco UCS Director.
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8
Managing Policies
This chapter contains the following sections:
• Policies, page 93
• Data Collection Policy, page 96
• Storage Policies, page 97
Policies
Cisco UCS Director provides a self-service portal where virtual machines (VMs) are provisioned from a pool
of assigned resources using predefined policies set by administrators.
A policy is a group of rules that determine where and how a new VM is provisioned within the infrastructure
based on the availability of system resources.
Cisco UCS Director requires that you set up the following policies to provision VMs:
• Computing
• Storage
• Network
• System
Important
A cloud account should be present prior to setting up policies to provision VMs.
Computing Policies
Computing policies determine the computing resources used during provisioning that satisfy group or workload
requirements.
As an administrator, you can define advanced policies by mixing and matching various conditions in the
computing policy.
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Note
We recommend that you thoroughly understand all the fields in the computing policy because some
combinations of conditions can result in no host machines during self-service provisioning.
Creating a Computing Policy
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Computing.
Choose the VMware Computing Policy tab.
Click Add (+).
In the Add Computing Policy dialog box, complete the following fields:
Name
Description
Policy Name field
The name of the policy.
Policy Description field
This name is used during catalog
definition
The description of the policy.
Cloud Name drop-down list
Choose the cloud where resource allocation occurs.
Host Node/Cluster Scope drop-down list
Choose the scope of deployment.
Note
You can narrow the scope of deployment by
specifying whether to use all, include chosen,
or exclude chosen options. Depending on
the choices, a new field appears where the
required hosts or clusters can be chosen.
Choose the resource pool.
Note
Resource Pool drop-down list
ESX Type drop-down list
Choose the ESX installation type: ESX, ESXi, or
both.
ESX Version drop-down list
Choose the version of ESX.
Minimum Conditions check boxes
Check the check boxes for one or more conditions
that should match. Any hosts that do not meet these
criteria are excluded from consideration. If more than
one condition is chosen, all of the chosen conditions
must match.
Deployment Options
Override Template check box
Check the check box to override the template
properties. You are provided with options to enter
custom settings for CPU and memory.
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Computing Policies
Name
Description
Number of vCPUs field
A custom number of vCPUs. The specified number
of vCPUs for a VM should not exceed the total cores
for the chosen scope of host nodes or clusters.
This option appears if you choose Override
Template.
The CPU reservation for the VM. The reservation
depends upon the number of vCPUs specified.
Note
CPU Reservation (MHz) field
This option appears if you choose Override
Template.
The CPU limit for the VM. The CPU limit is based
on the chosen scope of host nodes or clusters.
Note
CPU Limit (MHz) field
CPU Shares drop-down list
Choose the CPU shares: low, normal, or high. The
CPU shares determine which VM gets CPU resources
when there is competition among VMs.
This option appears if you choose Override
Template.
The custom memory for the VM.
Note
Memory field
This option appears if you choose Override
Template.
The memory reservation for the VM. The reservation
depends upon the memory specified.
Note
This option appears if you choose Override
Template.
The memory limit for the VM. The memory limit is
based on the chosen scope of host nodes or clusters.
Note
This option appears if you choose Override
Template.
Choose the memory shares: low, normal, or high.1
Memory shares determine which VM gets memory
resources when there is competition among VMs.
Note
This option appears if you choose Override
Template.
Note
Memory Reservation (MB) field
Memory Limit (MB) field
Memory Shares drop-down list
Resizing Options
Allow Resizing of VM check box
Check the check box to allow VM resizing before
provisioning or to resize an existing VM.
Permitted Values for vCPUs field
The range of vCPUs to use while provisioning a VM
or resizing an existing VM. A range of more than 8
is visible during VM provisioning or resizing. only
if the chosen cloud (vCenter) is 5 or above and has
VM version 8. Only the values specified in the box
are visible.
Note
This option appears if you choose Allow
Resizing of VM
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Name
Description
Permitted Values for Memory in MB field
The range of memory to use while provisioning a VM
or resizing an existing VM. For example: 512, 768,
1024, 1536, 2048, 3072, 4096, and so on. Only the
values specified in the box are visible.
This option appears if you choose Allow
Resizing of VM
The VMs created using this policy that can be
deployed into a custom folder. Cisco UCS Director
allows automatic creation of folder names from group
names or the available Macro provided by Cisco UCS
Director. See the Cisco UCS Director Orchestration
Guide for more information.
Note
Deploy to Folder field
By specifying ${GROUP_NAME}, folders are
created from the group name which uses this policy.
You can specify a new folder name or existing folder
name.
Step 5
Click Add.
Data Collection Policy
A data collection policy can be created to control the amount of parameters that can be retrieved from the
vCenter for each VMware account. Each of the parameters mentioned in a data collection policy are collected
and used in specific trend reports in Cisco UCS Director.
Note
VMware is the only supported virtual account type. When a VMware account is added, it is initially
associated with the default-data-collection-policy by default.
Configuring a Data Collection Policy for a Virtual Account
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Service Delivery.
Choose the Data Collection Policy tab.
Click Add (+).
In the Add dialog box, complete the following fields:
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Name
Description
Name field
The name of the data collection policy.
Description field
This name is used during catalog
definition.
The description of the policy
Account Type drop-down list
The VMware virtual account is selected
Resource window
Choose a data collection group containing vCenter
parameters. For example, CPU. Click the pencil icon
to edit the data collection group. In the Edit Resource
Entry dialog box, you can enable or disable data
collection by checking or unchecking the Enable
Collection check box.
Note
Step 5
Click Submit.
Associating the Data Collection Policy for a Virtual Account
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Policies > Service Delivery.
Choose the Data Collection Policy Association tab.
Choose the virtual (VMware) account and click Edit.
In the Edit dialog box, choose the data collection policy from the Policy drop-down list that you configured
in "Configuration a Data Collection Policy for a Virtual Account" section.
Click Submit. The VMware account is now associated with the data collection policy.
Storage Policies
A storage policy defines resources such as the datastore scope, type of storage to use, minimum conditions
for capacity, latency, and so on.
The storage policy also provides options to configure additional disk policies for multiple disks and to provide
datastore choices for use during a service request creation.
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Storage Policies for Multiple VM Disks
Note
Cisco UCS Director supports datastore choice during a service request creation for VM provisioning. You
have the option to enable or disable datastore choices for the end user during service request creation. The
datastores listed depend upon the scope conditions specified in the storage policy that is associated with
the VDC during the service request creation.
To use the datastore selection feature while creating a service request, the template used for VM provisioning
must have the disk type assigned as System. This is applicable for templates with single or multiple disks.
Storage Policies for Multiple VM Disks
Cisco UCS Director supports VM provisioning with multiple disks on multiple datastores.
Disks are classified into five types: system, data, database, swap, and log. The system disk policy is configured
first, and the other disks can be configured depending on requirements. You can configure the disk policy
individually for each disk type or choose the default system disk policy for each disk.
Note
For information on creating a storage policy for a template with multiple disks, see the chapter on Multiple
Disk VM Provisioning.
Adding and Configuring a Storage Policy
Procedure
Step 1
Step 2
On the menu bar, choose Policies > Storage.
Choose the VMware Storage Policy tab.
Step 3
Step 4
Click Add (+).
In the Add Storage Resource Allocation Policy dialog box, complete the following fields:
Name
Description
Policy Name field
Choose the cloud in which resource allocation occurs.
Policy Description field
If you want to narrow the scope of deployment,
choose whether to use all, include selected data stores,
or exclude selected data stores.
Cloud Name drop-down list
Choose the cloud in which resource allocation occurs.
System Disk Scope
Data Stores Scope drop-down list
If you want to narrow the scope of deployment,
choose whether to use all, include selected data stores,
or exclude selected data stores.
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Name
Description
Use Shared Data Store Only check box
Check the check box to use shared datastores only.
Storage Options
Use Local Storage check box
Check the check box to use local storage. By default,
the field is checked.
Use NFS check box
Check the check box to use NFS storage. By default,
the field is checked.
Use SAN check box
Check the check box to use SAN storage. By default,
the field is checked.
Minimum Conditions check boxes
Check the check box to choose one or more conditions
that should match.
Any datastores that do not meet these criteria are
excluded from the consideration. If more than one
condition is chosen, all conditions must match.
Override Template check box
Check the check box to override the template
properties. You are provided with options to enter
custom settings such as using thin provisioning and
custom disk size.
Resizing Options for VM Life cycle
Allow Resizing of Disk check box
Allow Resizing of Disk check box Check the check
box to provide the end user with an option to choose
the VM disk size before provisioning.
Permitted Values for Disk in GB field
The custom range of disk size values that are chosen
while provisioning a VM. For example, 1, 5, 10, 50,
100, 500, 1024, 5120, 10240, and so on. This option
appears if All Resizing of Disk is checked.
Allow user to select datastore from scope check box Check the check box to provide the end user with an
option to choose the data store during the service
request creation.
Step 5
Step 6
Click Next.
In the Additional Disk Policies pane, choose a disk type to configure.
Step 7
Click Edit (pencil) to edit the disk type.
Note
By default, the disk policy for the disk is the same as in the System Disk Policy.
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Virtual Storage Catalogs
Step 8
In the Edit Policies Entry dialog box, uncheck the Same as System Disk Policy check box to configure the
disk policy.
Step 9 Click Submit.
Step 10 In the Edit Entry dialog box, configure additional disk policies.
Step 11 Click Submit.
Note
To use the storage policy created with additional disk policies, you need to associate the policy with
the VDC that is used for the VM provisioning.
When using the Additional disks policies configured in a policy, make sure to uncheck the Provision
all disks in a single database check box during catalog creation for the multiple disk template. For
more information about catalog creation, see Managing Catalogs, on page 123.
Virtual Storage Catalogs
You can use a virtual storage catalog to customize storage policies. Using the virtual storage catalog, you can
choose more than one storage policy and give it a custom storage entry name.
You map a storage catalog to a catalog by enabling it during catalog creation. When you raise a service request
using the catalog, you are provided with the Storage Tier choice.
Configuring a Virtual Storage Catalog
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Storage.
Choose the Virtual Storage Catalog tab.
Click Add (+).
In the Virtual Storage Catalog dialog box, complete the following fields:
Name
Description
Catalog Name field
The name of the catalog.
This name is used during catalog custom actions
definition.
Catalog Description field
The description of the catalog.
Cloud Name drop-down list
Select the cloud account.
Choose No of Entries drop-down list
Choose the number of entries. The range is from 1 to
10. Depending on the choice, storage entry options
are provided in the subsequent dialog box.
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Step 5
Step 6
Click Next.
In the Add Entries pane, complete the following fields:
Name
Description
Storage Entry #1
Storage Entry Name field
The name of the storage entry.
Storage Policy drop-down list
Choose the storage policy.
Storage Entry # 2
Step 7
Storage Entry Name field
The storage entry name of the second policy.
Storage Policy drop-down list
Choose the storage policy.
Click Submit.
What to Do Next
• You can map the virtual storage catalog during catalog creation.
See Managing Catalogs section (xref to be added).
• You can view the storage tier options during the Service request creation.
See Using Self-Service Provisioning (xref to be added).
Network Policies
The network policy includes resources such as network settings, DHCP, or static IP, and the option to add
multiple vNICs for VMs provisioned using this policy.
Adding a Static IP Pool Policy
You can optionally configure a static IP pool policy that can be used with a network policy.
Procedure
Step 1
Step 2
On the menu bar, choose Policies > Network.
Choose the Static IP Pool Policy tab.
Step 3
Step 4
Click Add (+).
In the Static IP Pool Policy Information dialog box, complete the following fields:
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Name
Description
Policy Name field
Name of the network policy.
Policy Description field
Description of the policy.
Step 5
Click Add (+) in the Static IP Pools section to add and configure multiple static IP pools.
Step 6
In the Add Entry to Static IP Pools dialog box, complete the following fields:
Name
Description
Static IP Pool field
The static IP pool.
For example: 10.5.0.1 - 10.5.0.50, 10.5.0.100,
10.5.1.20 -10.5.1.70
Step 7
Step 8
Subnet Mask field
The subnetwork mask for the pool. For example:
255.255.255.0
Gateway IP Address field
The IP address of the default gateway for this network
Click Submit.
Click Submit in the Static IP Policy Information dialog box.
Adding a Network Policy
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Virtual/Hypervisor Policies > Network.
Choose the VMWare Network Policy tab.
Click Add (+).
In the Network Policy Information dialog box, complete the following fields:
Name
Description
Policy Name field
The name of the network policy.
Policy Description field
The description of the network policy.
Cloud Name drop-down list
Choose the cloud account to which the policy applies.
Allow end user to select optional NICs check box
Check this check box if you want to provide vNICs
selection during the creation of a service
request-deployment configuration.
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Step 5
Step 6
Click Add (+) in the VM Networks section to add and configure multiple vNICs. These vNICs are applicable
to the VM that is provisioned using this policy.
Note
To add or replace vNICs for provisioned or discovered VMs using VM actions, you must configure
the vNICs.
In the Add Entry to VM Networks dialog box, complete the following fields:
Name
Description
NIC Alias field
The name for the new NIC
Mandatory check box
If the Allow end user to select optional NICs check
box in the Network Policy dialog box was selected,
this check box is pre-selected. If the Network Policy
dialog box was not selected, and this check box is not
selected, then the NIC Alias field is optional.
At least one of the NICs should have the
Mandatory option selected. The NICs that
have the Mandatory field selected are used
in VM provisioning and there will be no
option of the user during VM service request
creation.
Check the check box to allow the end user to choose
port groups during provisioning.
Note
Allow end user to choose portgroups check box
Copy Adapter from Template check box
Check the check box if you do not need custom
settings. Uncheck for custom settings.
Adapter Type drop-down list
Choose the adapter type. Check this option if the user
wants to have the same Adapter Type that is available
in the template.
Note
This option is not visible if the Copy
Adapter from Template option is chosen.
Step 7
Click Add (+) in the Port Groups section. The Add Entry to Port Groups dialog box displays.
Step 8
Step 9
Click Select to choose the port group name.
From the Select IP Address Type drop-down field, choose DHCP (default) or Static.
a) If you choose Static, the Add Entry dialog box appears. Choose IP Pool Policy (default) or Inline IP
Pool.
If you choose IP Pool Policy, click Select to choose a static IP pool. In the Select dialog box, choose
from the list of preconfigured static IP pool(s). If no preconfigured static IP pools exist, see Adding a
Static IP Policy for more information.
b) If you choose Inline IP Pool, complete the following fields:
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Name
Description
Static IP Pool field
The static IP pool. For example: 10.5.0.1 10.5.0.50, 10.5.0.100, 10.5.1.20-10.5.1.70
Subnet Mask field
The subnetwork mask for the pool. For example:
255.255.255.0
Gateway IP Address field
The IP address of the default gateway for this
network.
Step 10 Click Submit.
Step 11 Click Submit in the Add Entry to VM Networks dialog box.
Step 12 Click Submit in the Network Policy Information dialog box.
Networking Provisioning Policies
A network provisioning policy is used during orchestration workflow tasks. This policy defines Layer 2
network configuration and access control lists (ACLs) for switches in the network.
Configuring a Network Provisioning Policy
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Network.
Choose the Network Provisioning Policy tab.
Click Add.
In the Add Policy dialog box, complete the following fields:
Name
Description
General Information
Policy Name field
The name of the policy.
Policy Description field
The description of the policy.
L2 Network Configuration VLAN
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Name
Description
Use Private VLAN checkbox
If checked, the following fields are automatically
populated:
• Private VLAN Type: community
• Primary VLAN ID: 0
• Secondary VLAN Range—Starting ID 500
• Secondary VLAN Range—Ending ID 1000
VLAN Range - Starting ID field
A starting ID for the VLAN range. 500 is the default
ID start range.
VLAN Range - Ending ID field
An ending ID for the VLAN range. 1000 is the default
ID end range.
Base Profile Name field
The VLAN base profile name. This is the profile that
contains one or more nested profile assignments
Access Control List
ACL Type drop-down list
Simple is the default and only option available at this
time. Check the check box if ICMP is to be allowed
on your VLAN
Permit Incoming Traffic to TCP Ports field
Click the Select button. The Select Items dialog box
displays. The following options are available:
• FTP
• SSH
• Telnet
• SMTP
• POP3
• HTTP
• HTTPS
• MySQL
Select the check box next to the options you want or
click the Check All button. To clear prior entries,
click the Check None button.
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Name
Description
Permit Incoming Traffic to UDP Ports field
Click the Select button. The Select Items dialog box
displays. The following options are available:
• SNMP
• Syslog
Select the check box next to the options you want or
click the Check All button. To clear prior entries,
click the Check None button.
Step 5
Click Submit.
VLAN Pool Policies
A VLAN pool policy defines the VLAN range for a pod. This policy is used in the orchestration workflow
for generating a free VLAN ID from the defined range specified in the policy.
Configuring a VLAN Pool Policy
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Policies > Network.
Choose the VLAN Pool Policy tab.
Click Add (+).
In the Add Policy dialog box, complete the following fields:
Name
Description
Pod drop-down list
Choose the pod.
Policy Name field
The policy name. This policy name is used in
orchestration workflows.
Policy Description field
The description of the policy.
VLAN Range field
The VLAN range. For example 1,3, 5—15.
Click Submit.
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System Policies
System Policies
A system policy defines the system specific information such as the template to use, time zone, OS specific
information, and so on.
Configuring a System Policy
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Service Delivery.
Choose the VMware System Policy tab.
Click Add (+).
In the System Policy Information dialog box, complete the following fields:
Name
Description
Policy Name field
The name of the policy. This name is used during
catalog definition.
Policy Description field
The description of the policy.
VM Name Template field
The VM name template to use.
Cisco UCS Director allows automatic creation of VM
names. VM names can be automatically created using
a set of variable names. Each variable must be
enclosed in ${VARIABLE_NAME}. For example:
vm-${GROUP_NAME}-SR${SR_ID}
Step 5
Step 6
Step 7
Choose from the following optional VM Name Template features:
Name
Description
End User VM Name Prefix check box
Check the check box to allow the user to add a VM
name prefix during a service request creation for VM
provisioning.
Power On after deploycheck box
Check the check box to automatically power on all
VMs deployed using this policy.
Host Name Template field
The VM hostnames that can be automatically created
using set of variable names. Each variable must be
enclosed in ${VARIABLE}.
Choose the Host Name Template variable names. For example: ${VMNAME}
Complete the following fields:
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Name
Description
DNS Domain field
The IP domain to use for the VM.
Linux Time Zone drop-down list
Choose the time zone.
DNS Suffix List field
The DNS suffixes to configure for the DNS lookup.
If there is more than one suffix, separate each by a
comma.
DNS Server List field
The list of DNS server IP addresses. Use a comma to
separate more than one server.
VM Image Type drop-down list
Choose the OS of the image that is installed on the
VM. Choose Windows and Linux or Linux Only.
Windows
Product ID field
The Windows product ID or license key. The product
ID or license key can be provided here or at the OS
license pool. The key entered in OS license pool
overrides the key provided here.
License Owner Name field
The Windows license owner name.
Organization field
The organization name to configure in the VM.
License Mode drop-down list
Choose per-seat or per-server.
Number of License Users
The number of license users or connections.
WINS Server List field
The WINS server IP addresses. Multiple values are
separated with a comma.
Auto Logon check box
Check the check box to enable auto log on.
Auto Logon Count field
The number of times to perform auto log on.
Administrator Password field
The password for the administrators account.
Domain/Workgroup drop-down list
Choose either Domain or Workgroup.
Workgroup field
The name for the workgroup.
This option appears if Workgroup is chosen as the
value in the Domain/Workgroup drop-down list.
Domain field
The name of the Windows domain.
Note
This option appears if Domain is chosen as
the value in the Domain/Workgroup
drop-down list.
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Name
Description
Domain Username field
The Windows domain administrator’s username.
Note
Domain Password field
This option appears if Domain is chosen as
the value in the Domain/Workgroup
drop-down list.
The Windows domain administrator’s password.
Note
This option appears if Domain is chosen as
the value in the Domain/Workgroup
drop-down list.
Windows Time Zone drop-down list
Choose the time zone.
Define VM Annotation check box
Check the check box to specify annotations to the
VM.
You can specify a note and custom attributes as part
of the annotation. After you select this check box,
complete the following fields:
• VM Annotation field
Enter a description for the VM.
• Custom Attributes
Click Add(+) to specify the Name, Type and
Value.
Note
Step 8
The information that you add as part of the
VM Annotation is displayed for the VM in
the VM Details page.
Click Add.
OS Licenses
Cisco UCS Director provides an option for users to add Windows OS licenses. These licenses are mapped to
Windows images during the creation of a catalog. You have an option to provide the Windows OS license
for a Windows image in VMware System Policy or choose the key from the OS version field during catalog
creation.
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Adding an OS License
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Policies > Service Delivery.
Choose the OS License tab.
Click Add (+).
In the Add License Details page, complete the following fields:
Name
Description
Windows Version Name field
The Windows version name.
License field
The Windows product ID or license key. This field
accepts KMS client set-up keys.
License Owner Name field
The Windows license owner name.
Organization field
The organization name to configure in the VM.
License Mode drop-down list
Choose per-seat or per-server.
Number of Licensed Users field
The number of license users or connections.
Click Submit.
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9
Managing Virtual Data Centers
This chapter contains the following sections:
• About Managing Virtual Data Centers, page 111
• VDC Actions, page 112
• Virtual Data Center Service Profiles, page 119
About Managing Virtual Data Centers
A Virtual Data Center (VDC) is an environment that combines virtual resources, operational details, rules,
and policies to manage specific group requirements.
A group or organization can manage multiple VDCs. images, templates, and policies. Organizations can
allocate quotas and assign resource limits for individual groups at the VDC level.
You can also define approvers specific to a VDC. The approver for a particular VDC must approve the request
from users for VM provisioning.
Note
There is a default VDC in Cisco UCS Director and all discovered VMs are part of this default VDC.
Discovered VMs are VMs that are created outside of Cisco UCS Director or were already created on
vCenter before Cisco UCS Director was installed. Cisco UCS Director automatically discovers such VMs
and adds them to the default VDC.
A VM that is provisioned using a service request can be associated with a VDC. When you are creating a
service request, you can choose the VDC on which this VM is provisioned. You can view a list of VDC that
are available for a particular group and choose the required VDC when provisioning VMs.
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VDC Actions
VDC Actions
Adding a Virtual Data Center
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Virtual Data Centers.
Choose the VDC tab.
Click Add (+).
In the Add VDC dialog box, complete the following fields:
Name
Description
VDC Name field
The name of the VDC.
After entering the name, it cannot be edited.
VDC Locked check box
Check the check box to deny the use of the VDC for
any further deployments. Actions on existing VMs,
within this VDC, are disabled. Uncheck the check
box to allow the use of the VDC for further
deployments.
VDC Description field
The VDC-specific description.
Group drop-down list
Choose the group for which the VDC is being set up.
Cloud Name drop-down list
Choose the cloud on which the VDC is being set up.
Approvers and Contacts
First Approver User Name field
The user who must approve the service request.
Second Approver User Name field
The second user who must approve the service
request.
Provider Support Email Address field
The contact or user’s email address. The person who
is notified about VM provisioning using this VDC.
Copy Notifications to Email Address field
The second contact’s email for copying notifications
about this VDC.
Policies
System Policy drop-down list
Choose the system policy applicable to the VDC.
Computing Policy drop-down list
Choose the computing policy applicable to the VDC.
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Name
Description
Network Policy drop-down list
Choose the network policy applicable to the VDC.
Storage Policy drop-down list
Choose the storage policy applicable to the VDC.
Cost Model drop-down list
Choose the cost model applicable to the VDC.
Disable displaying cost in the SR summary and
email page check box
Check the check box to disable displaying cost in the
SR summary and email page for this VDC.
User Action Policy drop-down list
Choose the policy that is used for execution of
orchestration workflow post provisioning of the VMs.
The chosen workflow appears as an action button for
VMs within the VDC.
End User Self-Service Policies
VM Power Management check box
Check the check box to enable all VM power
management actions for VMs belonging to this VDC.
VM Resize check box
Check the check box to enable the VM resize action
for VMs in this VDC.
VM Snapshot Management check box
Check the check box to enable all storage snapshot
actions for VMs in this VDC.
VM Deletion check box
Check the check box to enable the VM delete action
for VMs in this VDC.
VM Disk Management check box
Check the check box to enable the VM disk
management for VMs in this VDC.
VM Network Management check box
Check the check box to enable network management
for the VM that belongs to this VDC.
Delete after Inactive VM days drop-down list
Choose the number of days to wait before deleting
an inactive VM. The VM in the inactive state is when
it is not in the power-on state.
Note
Step 5
Ensure that the Delete Inactive VM's Based
on VDC Policy check box is checked in the
Advanced Controls tab under
Administration > System for this choice to
work as expected. For more information, see
Enabling Advanced Controls.
Click Add.
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Viewing a Virtual Data Center
Viewing a Virtual Data Center
Procedure
Step 1
Step 2
On the menu bar, choose Policies > Virtual Data Centers.
In the All User Groups pane, choose the VDC group that contains the VDC to view.
Step 3
Step 4
Step 5
Choose the VDC tab.
In the main viewing pane, choose the VDC to view.
Click View to open the VDC Details page.
Editing a Virtual Data Center
Procedure
Step 1
Step 2
On the menu bar, choose Policies > Virtual Data Centers.
In the All User Groups pane, choose the VDC group that you need to edit.
Step 3
Step 4
Step 5
Choose the VDC tab.
Click Edit.
In the Edit VDC dialog box, edit the following fields:
Name
Description
VDC Name field
The name of the VDC.
After entering the name, it cannot be edited.
VDC Locked check box
Check the check box to deny the use of the VDC for
any further deployments. Actions on existing VMs,
within this VDC, are disabled. Uncheck the check
box to allow the use of the VDC for further
deployments.
VDC Description field
The VDC-specific description.
Group drop-down list
Choose the group for which the VDC is being set up.
Cloud Name drop-down list
Choose the cloud on which the VDC is being set up.
Approvers and Contacts
First Approver User Name field
The user who must approve the service request.
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Name
Description
Second Approver User Name field
The second user who must approve the service
request.
Provider Support Email Address field
The contact or user’s email address. The person who
is notified about VM provisioning using this VDC.
Copy Notifications to Email Address field
The second contact’s email for copying notifications
about this VDC.
Policies
System Policy drop-down list
Choose the system policy applicable to the VDC.
Computing Policy drop-down list
Choose the computing policy applicable to the VDC.
Network Policy drop-down list
Choose the network policy applicable to the VDC.
Storage Policy drop-down list
Choose the storage policy applicable to the VDC.
Cost Model drop-down list
Choose the cost model applicable to the VDC.
Disable displaying cost in the SR summary and
email page check box
Check the check box to disable displaying cost in the
SR summary and email page for this VDC.
User Action Policy drop-down list
Choose the policy that is used for execution of
orchestration workflow post provisioning of the VMs.
The chosen workflow appears as an action button for
VMs within the VDC.
End User Self-Service Policies
VM Power Management check box
Check the check box to enable all VM power
management actions for VMs belonging to this VDC.
VM Resize check box
Check the check box to enable the VM resize action
for VMs in this VDC.
VM Snapshot Management check box
Check the check box to enable all storage snapshot
actions for VMs in this VDC.
VM Deletion check box
Check the check box to enable the VM delete action
for VMs in this VDC.
VM Disk Management check box
Check the check box to enable the VM disk
management for VMs in this VDC.
VM Network Management check box
Check the check box to enable network management
for the VM that belongs to this VDC.
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Name
Description
Delete after Inactive VM days drop-down list
Choose the number of days to wait before deleting
an inactive VM. The VM in the inactive state is when
it is not in the power-on state.
Note
Step 6
Ensure that the Delete Inactive VM's Based
on VDC Policy check box is checked in the
Advanced Controls tab under
Administration > System for this choice to
work as expected. For more information, see
Enabling Advanced Controls.
Click Save.
Deleting a Virtual Data Center
Procedure
Step 1
Step 2
On the menu bar, choose Policies > Virtual Data Centers.
In the All User Groups pane, choose the VDC group that you need to delete.
Step 3
Step 4
Step 5
Choose the VDC tab.
In the main viewing pane, choose the VDC to delete.
Click Delete.
Cloning a Virtual Data Center
Procedure
Step 1
Step 2
On the menu bar, choose Policies > Virtual Data Centers.
In the All User Groups pane, choose the VDC group that you need to clone.
Step 3
Step 4
Step 5
Step 6
Choose the VDC tab.
In the main viewing pane, choose the VDC to clone.
Click Clone.
In the Clone VDC dialog box, complete the following fields:
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Name
Description
VDC Name field
The name of the VDC.
After entering the name, it cannot be edited.
VDC Locked check box
Check the check box to deny the use of the VDC for
any further deployments. Actions on existing VMs,
within this VDC, are disabled. Uncheck the check
box to allow the use of the VDC for further
deployments.
VDC Description field
The VDC-specific description.
Group drop-down list
Choose the group for which the VDC is being set up.
Cloud Name drop-down list
Choose the cloud on which the VDC is being set up.
Approvers and Contacts
First Approver User Name field
The user who must approve the service request.
Second Approver User Name field
The second user who must approve the service
request.
Provider Support Email Address field
The contact or user’s email address. The person who
is notified about VM provisioning using this VDC.
Copy Notifications to Email Address field
The second contact’s email for copying notifications
about this VDC.
Policies
System Policy drop-down list
Choose the system policy applicable to the VDC.
Computing Policy drop-down list
Choose the computing policy applicable to the VDC.
Network Policy drop-down list
Choose the network policy applicable to the VDC.
Storage Policy drop-down list
Choose the storage policy applicable to the VDC.
Cost Model drop-down list
Choose the cost model applicable to the VDC.
Disable displaying cost in the SR summary and
email page check box
Check the check box to disable displaying cost in the
SR summary and email page for this VDC.
User Action Policy drop-down list
Choose the policy that is used for execution of
orchestration workflow post provisioning of the VMs.
The chosen workflow appears as an action button for
VMs within the VDC.
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Name
Description
End User Self-Service Policies
VM Power Management check box
Check the check box to enable all VM power
management actions for VMs belonging to this VDC.
VM Resize check box
Check the check box to enable the VM resize action
for VMs in this VDC.
VM Snapshot Management check box
Check the check box to enable all storage snapshot
actions for VMs in this VDC.
VM Deletion check box
Check the check box to enable the VM delete action
for VMs in this VDC.
VM Disk Management check box
Check the check box to enable the VM disk
management for VMs in this VDC.
VM Network Management check box
Check the check box to enable network management
for the VM that belongs to this VDC.
Delete after Inactive VM days drop-down list
Choose the number of days to wait before deleting
an inactive VM. The VM in the inactive state is when
it is not in the power-on state.
Note
Step 7
Ensure that the Delete Inactive VM's Based
on VDC Policy check box is checked in the
Advanced Controls tab under
Administration > System for this choice to
work as expected. For more information, see
Enabling Advanced Controls.
Click Save.
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Managing Application Categories in a Virtual Data Centers
Managing Application Categories in a Virtual Data Centers
Procedure
Step 1
Step 2
On the menu bar, choose Policies > Virtual Data Centers.
In the All User Groups pane, choose the VDC group that contains the VDC.
Step 3
Step 4
Step 5
Step 6
Choose the VDC tab.
In the main viewing pane, choose the VDC to edit.
Click Manage Categories.
In the Edit App Category dialog box, edit any of the fields that apply to optionally change the system policy,
computing policy, network policy, or storage policy. You can also change the cost model and the smart
allocation policy.
Step 7
Click Save.
Virtual Data Center Service Profiles
This feature is similar to adding a VDC, but the VDCs created under VDC Service Profiles are used during
orchestration workflows. With this feature, you can create Gold, Silver, and Bronze VDCs that can be used
when you create VDCs during a workflow task.
Adding a Virtual Data Center Service Profile
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Virtual Data Centers.
Choose the VDC Service Profile tab.
Click Add (+).
In the Add VDC Service Profile dialog box, complete the following fields:
Name
Description
VDC Profile Name field
The name of the VDC profile.
After entering the name, it cannot be edited.
VDC Locked check box
Check the check box to deny the use of the VDC for
any further deployments. Actions on existing VMs,
within this VDC, are disabled. Uncheck the check
box to allow the use of the VDC for further
deployments.
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Name
Description
VDC Description field
The VDC-specific description.
Group drop-down list
Choose the group for which the VDC is being set up.
Cloud Name drop-down list
Choose the cloud on which the VDC is being set up.
Approvers and Contacts
First Approver User Name field
The user who must approve the service request.
Second Approver User Name field
The second user who must approve the service
request.
Provider Support Email Address field
The contact or user’s email address. The person who
is notified about VM provisioning using this VDC.
Copy Notifications to Email Address field
The second contact’s email for copying notifications
about this VDC.
Policies
System Policy drop-down list
Choose the system policy applicable to the VDC
service profile.
Computing Policy drop-down list
Choose the computing policy applicable to the VDC
service profile.
Network Policy drop-down list
Choose the network policy applicable to the VDC
service profile.
Storage Policy drop-down list
Choose the storage policy applicable to the VDC
service profile.
Cost Model drop-down list
Choose the cost model applicable to the VDC service
profile.
Disable displaying cost in the SR summary and
email page check box
Check the check box to disable displaying cost in the
SR summary and email page for this VDC service
profile.
User Action Policy drop-down list
Choose the policy that is used for execution of
orchestration workflow after provisioning of the VMs.
The chosen workflow appears as an action button for
VMs within the VDC.
End User Self-Service Options
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Step 5
Name
Description
VM Power Management check box
Check the check box to enable all VM power
management actions for VMs that belong to this VDC.
VM Resize check box
Check the check box to enable the VM resize action
for VMs that belong to this VDC.
VM Snapshot Management check box
Check the check box to enable all storage snapshot
actions for VMs in this VDC.
VM Deletion check box
Check the check box to enable the VM delete action
for VMs in this VDC.
VM Disk Management check box
Check the check box to enable the VM disk
management for VMs in this VDC.
VM Network Management check box
Check the check box to enable network management
for the VM that belongs to this VDC.
Delete after Inactive VM days drop-down list
Choose the number of days to wait before deleting
an inactive VM. The VM in the inactive state is when
it is not in the power-on state.
Click Add.
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10
Managing Catalogs
This chapter contains the following sections:
• About Managing Catalogs, page 123
• Publishing a Catalog, page 123
• About Publishing Advanced Catalogs, page 128
• Publishing Advanced Catalogs, page 128
• Viewing a Catalog, page 129
• Editing a Catalog, page 129
• Deleting a Catalog, page 133
• Cloning a Catalog, page 133
• Accessing Hosts for Deployment, page 134
About Managing Catalogs
You can self-provision virtual machines (VMs) using predefined catalog items. A catalog item is created by
the system administrator. It defines parameters such as the cloud name and group name to which the VM is
bound.
Publishing a Catalog
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Catalogs.
Choose the Catalog tab.
Click Add (+).
In the Create Catalog dialog box, complete the following fields:
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Name
Description
Basic Information pane
Catalog Name field
The name of the catalog.
Note
After you create a catalog, you cannot
modify the name.
Catalog Description field
The description of the catalog.
Catalog Type drop-down list
The type of catalog. It can be one of the following:
• Standard--Used to create catalogs for VM
provisioning using images from a list of clouds.
• Advanced--Used for publishing orchestration
workflows such as catalog items.
• Service Container--Used for publishing
application containers as catalog items.
• VDI--Used for publishing Xen Desktop as
catalog items.
Catalog Icon drop-down list
Choose from a list of icons to associate this catalog
with an image. This icon is seen when you are
creating a service request using this catalog.
Applied to all groups check box
Check the check box to enable all groups to use this
catalog. Uncheck the check box to deny its use to
other groups.
Selected Groups check box list
Check the check boxes for the included groups that
are from the Select Items dialog box. The checked
group(s) use this catalog to provision new VMs.
Cloud Name drop-down list
Choose the cloud with the image for VM
provisioning.
Image drop-down list
Choose the type of image (any existing templates
such as Windows, Linux and other files that make up
the image) that you use when VMs are provisioned
using this catalog.
Windows License Pool field
Choose the Windows License.
Note
This option appears only when a Windows
image is chosen.
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Name
Description
Provision all disks in single datastore check box
Check the check box to provision all disks in a single
datastore. You can also choose to use the datastores
configured for each disk in the storage policy.
For more information on multiple disk storage policy
creation, see “Managing Policies, page 8-1.”
Note
This option appears if the chosen template
has multiple disks.
Service Container Template Name drop-down list Choose the template from the list.
Note
XenDesktop Catalog drop-down list
Choose the template from the list of XenDesktop
dedicated catalogs configured in Desktop Studio.
Note
Step 5
Step 6
This option appears when the chosen Catalog
Type is Service Container.
This option appears when the chosen Catalog
Type is VDI.
Click Next.
In the Applications Details pane, complete the following fields:
Name
Description
Category drop-down list
Choose a VDC category.
Support Contact Email Address field
The email address of the contact that is notified when
a service request is created using this catalog item.
Specify OS drop-down list
Choose the type of OS installed on the VM when it
is provisioned.
Specify Other OS field
Any OS that is not available in the Specify OS list.
Specify Applications check box list
Check the check boxes for applications from the
Select Items dialog box. These applications are
installed on the VM during provisioning.
Specify Other Applications field
The applications that are not available in the Select
Items dialog box.
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Publishing a Catalog
Name
Description
Application Code field
An application code that is used in the VM name. The
application code can be between 1 to 4 characters (for
example: W2K3, DB, WS). The application code can
used in a system policy for the VM name by using
the variable ${APPCODE}.
For example, if the VM Name Template is
vm-${GROUP_NAME}-${APPCODE}, the VM
provisioned with the system policy has the name
vm-groupname-W2K3.
Step 7
Step 8
Click Next.
In the User Credentials pane, complete the following fields:
Name
Description
Credential Options drop-down list
Choose to allow or disallow users to retrieve VM
access credentials (shared).
User ID field
The user ID.
Note
Password field
This option appears when you choose either
of the share options under Credential
Options.
The user password.
Note
This option appears when you choose either
of the share options under Credential
Options.
Step 9 Click Next.
Step 10 In the Customization pane, complete the following fields:
Name
Description
Post Provisioning Custom Actions check box
Check the check box to enable an orchestration
workflow that is executed after VM provisioning.
Workflow drop-down list
Choose a defined workflow for provisioning.
Note
This option appears when Post Provisioning
Custom Actions is checked.
VM App Charge Frequency drop-down list
Choose Hourly or Monthly.
Active VM Application Cost field
The cost for the application that is included in the
template.
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Name
Description
Inactive VM Application Cost field
The cost to this catalog of a VM in inactive state per
hour or month.
Step 11 Click Next.
Step 12 In the VM Access pane, complete the following fields:
Name
Description
Web Access Configuration check box
Check the check box to enable web access to the VM.
Uncheck the check box to disable web access to the
VM.
URL field
The URL of the VM.
Note
Label field
This option appears when Web Access
Configuration is checked.
The label that is defined for this URL
Note
This option appears when Web Access
Configuration is checked.
Remote Desktop Access Configuration check box Check the check box to enable remote desktop access
to the VM. Uncheck the check box to disable remote
desktop access to the VM.
Server field
The IP address of the server for remote access.
Note
Port field
The port number on the server for remote access.
Note
Label field
This option appears when Remote Desktop
Access Configuration is checked.
This option appears when Remote Desktop
Access Configuration is checked.
The label that is defined for this remote access.
Note
This option appears when Remote Desktop
Access Configuration is checked.
Step 13 Click Next.
Step 14 Review the catalog information in the Summary page.
Step 15 Click Submit.
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About Publishing Advanced Catalogs
About Publishing Advanced Catalogs
When you choose the Advanced catalog type, you can provision workflow catalogs to end users. End users
can use these catalogs during a Service Request to execute workflows. You create an Advanced Catalog Item
by defining parameters such as Group Name, Workflow, and so on.
Publishing Advanced Catalogs
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Catalogs.
Choose the Catalog tab.
Click Add.
In the Create Catalog dialog box, complete the following fields:
Name
Description
Basic Information Pane
Catalog Name field
The name of the catalog.
Catalog Description field
The description of the catalog.
Catalog Type
Choose Advanced.
Catalog Icon drop-down list
Choose the icon to associate this catalog with an
image. The icon is seen when creating a service
request using this catalog.
Applied to all groups check box
Check the check box to enable all groups to use this
catalog. Uncheck the check box to deny its use to
other groups.
Selected Groups
Click Select and complete the following:
1 (Optional) Click Check All to choose all of the
categories or click Check None to deselect all
categories.
2 From the Select Items dialog box, check the
appropriate groups to include. The checked
group(s) can use this catalog to provision new
VMs.
3 Click Select to finish your selection of categories.
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Viewing a Catalog
Step 5
Step 6
Click Next.
In the vApp Workflow pane, click Workflow Select.
Step 7
In the Select dialog box, check the check box adjacent to the workflow to use.
Step 8
Step 9
Click Select.
Review the catalog information on the Summary page.
Step 10 Click Submit.
Viewing a Catalog
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Catalogs.
Choose the Catalog tab.
Choose the name of the catalog you want to view.
Click Submit.
Editing a Catalog
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Policies > Catalogs.
Choose the Catalog tab.
Choose the name of the catalog you want to edit.
Click Edit.
In the Modify Catalog dialog box, complete the following fields:
Name
Description
Basic Information pane
Catalog Name field
The name of the catalog.
Note
Catalog Description field
After you create a catalog, you cannot
modify the name.
The description of the catalog.
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Editing a Catalog
Name
Description
Catalog Type drop-down list
The type of catalog. It can be one of the following:
• Standard--Used to create catalogs for VM
provisioning using images from a list of clouds.
• Advanced--Used for publishing orchestration
workflows such as catalog items.
• Service Container--Used for publishing
application containers as catalog items.
• VDI--Used for publishing Xen Desktop as
catalog items.
Catalog Icon drop-down list
Choose from a list of icons to associate this catalog
with an image. This icon is seen when you are
creating a service request using this catalog.
Applied to all groups check box
Check the check box to enable all groups to use this
catalog. Uncheck the check box to deny its use to
other groups.
Selected Groups check box list
Check the check boxes for the included groups that
are from the Select Items dialog box. The checked
group(s) use this catalog to provision new VMs.
Cloud Name drop-down list
Choose the cloud with the image for VM
provisioning.
Image drop-down list
Choose the type of image (any existing templates
such as Windows, Linux and other files that make up
the image) that you use when VMs are provisioned
using this catalog.
Windows License Pool field
Choose the Windows License.
Note
Provision all disks in single datastore check box
This option appears only when a Windows
image is chosen.
Check the check box to provision all disks in a single
datastore. You can also choose to use the datastores
configured for each disk in the storage policy.
For more information on multiple disk storage policy
creation, see “Managing Policies, page 8-1.”
Note
This option appears if the chosen template
has multiple disks.
Service Container Template Name drop-down list Choose the template from the list.
Note
This option appears when the chosen Catalog
Type is Service Container.
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Editing a Catalog
Name
Description
XenDesktop Catalog drop-down list
Choose the template from the list of XenDesktop
dedicated catalogs configured in Desktop Studio.
Note
Step 6
Step 7
This option appears when the chosen Catalog
Type is VDI.
Click Next.
In the Applications Details pane, edit the following fields:
Name
Description
Category drop-down list
Choose a VDC category.
Support Contact Email Address field
The email address of the contact that is notified when
a service request is created using this catalog item.
Specify OS drop-down list
Choose the type of OS installed on the VM when it
is provisioned.
Specify Other OS field
Any OS that is not available in the Specify OS list.
Specify Applications check box list
Check the check boxes for applications from the
Select Items dialog box. These applications are
installed on the VM during provisioning.
Specify Other Applications field
The applications that are not available in the Select
Items dialog box.
Application Code field
An application code that is used in the VM name. The
application code can be between 1 to 4 characters (for
example: W2K3, DB, WS). The application code can
used in a system policy for the VM name by using
the variable ${APPCODE}.
For example, if the VM Name Template is
vm-${GROUP_NAME}-${APPCODE}, the VM
provisioned with the system policy has the name
vm-groupname-W2K3.
Step 8
Step 9
Click Next.
In the User Credentials pane, complete the following fields:
Name
Description
Credential Options drop-down list
Choose to allow or disallow users to retrieve VM
access credentials (shared).
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Editing a Catalog
Name
Description
User ID field
The user ID.
Note
Password field
This option appears when you choose either
of the share options under Credential
Options.
The user password.
Note
This option appears when you choose either
of the share options under Credential
Options.
Step 10 Click Next.
Step 11 In the Customization pane, complete the following fields:
Name
Description
Post Provisioning Custom Actions check box
Check the check box to enable an orchestration
workflow that is executed after VM provisioning.
Workflow drop-down list
Choose a defined workflow for provisioning.
Note
This option appears when Post Provisioning
Custom Actions is checked.
VM App Charge Frequency drop-down list
Choose Hourly or Monthly.
Active VM Application Cost field
The cost for the application that is included in the
template.
Inactive VM Application Cost field
The cost to this catalog of a VM in inactive state per
hour or month.
Step 12 Click Next.
Step 13 In the VM Access pane, complete the following fields:
Name
Description
Web Access Configuration check box
Check the check box to enable web access to the VM.
Uncheck the check box to disable web access to the
VM.
URL field
The URL of the VM.
Note
Label field
This option appears when Web Access
Configuration is checked.
The label that is defined for this URL
Note
This option appears when Web Access
Configuration is checked.
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Deleting a Catalog
Name
Description
Remote Desktop Access Configuration check box Check the check box to enable remote desktop access
to the VM. Uncheck the check box to disable remote
desktop access to the VM.
Server field
The IP address of the server for remote access.
Note
Port field
The port number on the server for remote access.
Note
Label field
This option appears when Remote Desktop
Access Configuration is checked.
This option appears when Remote Desktop
Access Configuration is checked.
The label that is defined for this remote access.
Note
This option appears when Remote Desktop
Access Configuration is checked.
Step 14 Click Next.
Step 15 Review the catalog information in the Summary page.
Step 16 Click Submit.
Deleting a Catalog
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Catalogs.
Choose the Catalog tab.
Choose the name of the catalog you want to delete.
Click Delete.
Cloning a Catalog
You can clone a catalog item using the clone feature. When you choose a catalog item to clone, all existing
properties are copied into the new catalog, except for the catalog Name and Description. After defining the
Name and Description, you can modify other properties.
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Managing Catalogs
Accessing Hosts for Deployment
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Policies > Catalogs.
Choose the Catalog tab.
Choose the name of the catalog you want to clone.
Click Clone.
In the Clone Catalog dialog box, enter a name and description for the catalog.
Step 6
Step 7
Edit the catalog details if necessary.
Click Submit.
Accessing Hosts for Deployment
You can choose a catalog item to assess deployable hosts and provide a reason for excluded hosts.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Catalogs.
Choose the Catalog tab.
Choose the Catalog Entry to assess.
Click Deployability Assessment.
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11
Using Self-Service Provisioning
This chapter contains the following sections:
• About Self Service Provisioning, page 135
• About Service Requests, page 135
• Service Request Workflow and Details, page 139
• About Scheduling a Service Request, page 142
• About Resubmitting a Service Request, page 143
• Other Service Request Functions, page 143
• Service Request Approval Process, page 146
• Service Request Budgeting, page 148
About Self Service Provisioning
You can provision virtual machines (VMs) by using self-service provisioning. However, before a VM is
provisioned, you must create a service request. This action initiates a VM creation workflow that includes
budget validation, dynamic resource allocation, approval, provisioning, life cycle set up, and notification
about the status of service requests.
About Service Requests
You can use the self-service provisioning feature to create a service request to provision virtual machines
(VMs), services, or applications. The service request process produces a provisioning workflow for VM
creation that includes the following actions:
• Budget validation
• Dynamic resource allocation
• Approvals
• Provisioning
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Creating a Service Request with Catalog Type—Standard
• Life cycles setup and notification
To provision a VM or execute an orchestration workflow, you must first create a service request. Once an
administrator or a relevant user approves the service request, the VM is provisioned. VMs can be immediately
approved or scheduled to be approved within a maximum of 90 days from the original request.
Note
The service request approval process is optional.
An administrator can provide an orchestration workflow as a catalog to a service portal. The approval process
for a service request requires approval by one or two users. In such a scenario, an administrator and IT manager
would have to approve the request before the VM can be provisioned.
Creating a Service Request with Catalog Type—Standard
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Organizations > Service Requests.
Choose the Service Request tab.
Click Create Request.
In the Create Service dialog box, complete the following fields:
Name
Description
Catalog Selection Request Pane
Select Group drop-down list
Choose the group(s) for which a new VM is
provisioned.
Catalog Type drop-down list
Choose the catalog type. It can be one of the
following:
• Standard
• Advanced
• Service Container
• VDI
Note
Select Catalog drop-down list
Step 5
Step 6
Advanced is used for Orchestration
Workflow.
Choose the catalog that is used for VM provisioning.
Click Next.
In the Deployment Configuration pane, complete the following fields:
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Name
Description
Select VDC drop-down list
The VDC on which the VM is provisioned.
VDCs are defined by the administrator.
VM Name or VM Prefix field
The VM name or prefix.
Comment field
Any comments relating to the deployment
configuration.
Provision drop-down list
Choose either Now or Later.
When you choose Now, the VM is provisioned
immediately or up to 90 days in the future. When you
choose Later, a calendar for the Day, drop-down lists
for the Hour and Minute, and radio buttons for AM
or PM appear.
Days calendar
The number of days after which the VM is terminated.
Note
Hours drop-down list
Choose the number of hours after which the VM is
terminated.
Note
Minutes drop-down list
This option appears when thePower OFF
the VM After check box is checked.
Choose the number of minutes after which the VM
is terminated.
Note
Step 7
Step 8
This option appears when thePower OFF
the VM After check box is checked.
This option appears when the Power OFF
the VM After check box is checked.
Click Next.
In the Custom Specification pane, complete the following fields:
Name
Description
CPU Cores drop-down list
Choose the CPU cores for the VM being provisioned.
Note
Memory drop-down list
This list opens if the resizing option is
chosen in the Computing Policy dialog box.
Choose the amount of memory for the VM being
provisioned.
Note
This list opens if the resizing option is
chosen in the Computing Policy dialog box.
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Name
Description
Storage Tier drop-down list
Choose an option to customize storage entries for the
VM being provisioned.
Note
This custom list opens, if the Virtual Storage
Catalog was enabled when the chosen
catalog was created.
See more information about the creation of
a virtual storage catalog in “Managing
Policies” section on page 8-1. See more
information about enabling this option during
catalog creation in “Managing Catalogs”
section on page 10-1.
Disks drop-down list
Step 9
Step 10
Step 11
Step 12
Step 13
Step 14
Step 15
Step 16
Step 17
Step 18
Step 19
Step 20
Choose the preferred hard disk size for VM
provisioning. The list of available datastores depends
upon the scope conditions specified in the storage
policy. You can enable or disable this option in the
storage policy.
To choose a datastore for a disk, choose a disk from the list and click the Pencil icon.
Click Select to view available datastores.
Choose a datastore from the list and click Select.
Click Submit.
(Optional) For templates with multiple disks, you must choose a datastore for each disk.
In the Custom Specification pane, click Select to view available VM Networks.
Note
This option is available only if the Allow end user to select optional NICs check box or Allow end
user to choose portgroups check box is checked in the network policy associated to the VDC selected
for this VM provisioning service request. For more information, see “Adding a Network Policy”
section on page 8-8.
Choose a VM Network from the list and click Select.
Click Next.
Complete the details in the Custom Workflow pane.
Note
Custom workflow inputs apply if the catalog chosen for VM provisioning has Post Provisioning
Custom Actions enabled. In the above scenario, the post-provisioning workflow allows users to
specify custom inputs.
Click Next.
Note
The list of available datastores depends upon the scope conditions specified in the storage policy.
You can choose only one datastore for each disk category (System, Data, Database, Swap, and Log).
Review the summary for the service request.
Click Submit.
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Creating a Service Request with Catalog Type—Advanced
By choosing the advanced catalog type during the creation of a service request, you can execute orchestration
workflows. The details involved for creating an advanced catalog are much the same as creating a standard
catalog.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Step 8
Step 9
On the menu bar, choose Organizations > Service Requests.
Choose the Service Requests tab.
Click Create Request.
In the Catalog Selection section of the Create Service Request dialog box, choose the Group, Catalog
Type (Advanced), and the Catalog (workflow).
Click Next.
In the Custom Workflow section of the Create Service Request dialog box, provide the custom workflow
input values.
Click Next.
Review the summary for the service request.
Click Submit.
Depending upon the user inputs entered in the workflow creation, these inputs are reflected during the service
request.
Service Request Workflow and Details
After you create a service request, you can check the status and workflow, cancel the request, resubmit the
request, and so on. These actions are controlled by the toolbar buttons at the top of the service requests lists.
Service Request Workflow
The Workflow Status box displays details about the service request and the workflow steps. A typical workflow
for a service request includes the following steps:
1 Initiation—Service request initiation by the user.
2 Resource Allocation—Allocation of resources that are required for the VM.
3 Approval—Process of user approval before the VM is provisioned. An email is sent to the approver who
was defined during the catalog creation. This catalog is the catalog that is used during VM provisioning.
4 Provision—Provisioning process of the VM.
5 Set Up Life cycle Schedule—Life cycle scheduling where the set up, scheduled, and termination times
are set.
6 Notify—Process of notifying the user through email about VM provisioning.
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Service Request Details
Optional service request workflow steps include Budget Watch and Check Resource Limits:
1 Budget Watch—An administrator has to enable budgeting for a group. This step determines if a sufficient
budget is available for provisioning a new VM in that group.
2 Check Resource Limits—Resource limits for a group must be enabled by an administrator. It determines
if sufficient resources are available for provisioning a new VM in that group.
Service Request Details
Service Request details include items under Overview, Ownership, Catalog Information, and the Current
Status of the service request, as follows:
Name
Description
Overview
Request ID
The service request ID number.
Request Type
The type of request (in this case, creating a VM).
VDC
The VDC where the VM is provisioned.
Image
The image from which the VM is provisioned.
Request Time
The time of the service request creation.
Request Status
The status of the service request as Complete,
Cancelled, Failed, and so on.
Comments
Any comments.
Ownership
Group
The group to which the service request initiating user
belongs.
Initiating User
The user who has initiated the service request.
Duration Hours
The amount of time that the VM is active. If defined,
the VM gets deleted after the specified time.
Scheduled Time
The time after which the VM is provisioned. If
defined, the VM is provisioned at 6 a.m. on the
scheduled date. If not defined, the VM is provisioned
as soon as the workflow steps for the service request
are complete.
Catalog Information
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Name
Description
VDC Owner Email
The email ID provided by the administrator when
creating a VDC.
Approving Users
The user (if defined) who must approve the service
request for VM provisioning.
Catalog Name
The catalog item name from which the VM is
provisioned.
Catalog Description
The catalog item description.
Service Request Cost
The cost (projected) of provisioning the VM. This
cost is determined based on the Cost Model that is
defined for the catalog item.
You can view the status of each workflow step. Details such as warning or error messages and the time of the
request are also displayed. The workflow steps are color-coded to indicate their status:
Note
Color Code
Description
Grey
The step is incomplete.
Green
The step completed successfully.
Red
The step failed. The reason for failure is also
described.
Blue
Additional input is required for the step to complete.
For example, an approver was defined for a service
request, and until the request is approved, this step is
incomplete.
Approvers can view service requests that are assigned to them under the Approvals tab.
Viewing the Workflow Status of a Service Request
Procedure
Step 1
Step 2
On the menu bar, choose Organizations > Service Requests.
From the left panel, choose a user group.
The default is All User Groups, which lists all service requests.
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Viewing Log Details for a Service Request
Step 3
Step 4
Step 5
Choose the Service Request tab.
Choose a service request.
Click View Details to see the details and status of the service request. By default, the Workflow Status tab
appears in the dialog box.
Viewing Log Details for a Service Request
Procedure
Step 1
On the menu bar, choose Organizations > Service Requests.
Step 2
From the left panel, choose a user group.
The default is All User Groups, which lists all service requests.
Step 3
Step 4
Step 5
Choose the Service Request tab.
Choose a service request.
Click View Details, and choose the Log tab.
About Scheduling a Service Request
You can schedule VM provisioning for a later date using Deferred Provisioning. The default provisioning is
at 8.30 a.m. on the date of scheduling. Once the date is set, the VM provisioning status in the workflow displays
the provisioning as scheduled for a future date.
Scheduling Service Requests
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Organizations > Service Requests.
Choose the Service Request tab.
Click Create Request.
Step 7
Choose the group, catalog type and catalog (see more information in the “Creating a Service Request with
Catalog Type—Standard” section on page 11-1.
Click Next.
Choose the Later option for the Provision field, and the provisioning date in the Service Request dialog
box.
Click Next until the Summary window appears.
Step 8
Click Submit.
Step 5
Step 6
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About Resubmitting a Service Request
About Resubmitting a Service Request
You can resubmit a failed service request. A service request could fail for the following reasons:
• Budget limit (if defined by administrator) is exceeded for the group under which the VM is being
provisioned.
• Resource limits (if defined by administrator) is exceeded for the group under which the VM is being
provisioned.
• Provisioning could fail if relevant information is not provided when creating a service request.
When a service request is resubmitted, the process starts again from the workflow step that failed in the earlier
submittal. For example, if a service request fails in the Resource Allocation workflow (Step 2), when this
service request is resubmitted, the process is initiated from that step.
Resubmitting a Service Request
Procedure
Step 1
Step 2
On the menu bar, choose Organizations > Service Requests.
From the left panel, choose a user group.
The default is All User Groups, which lists all service requests.
Step 3
Step 4
Step 5
Choose the Service Request tab.
Choose the service request to resubmit.
Click Resubmit Request.
Other Service Request Functions
Canceling a Service Request
Procedure
Step 1
Step 2
On the menu bar, choose Organizations > Service Requests.
From the left panel, choose a user group.
The default is All User Groups, which lists all service requests.
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Rolling Back a Service Request
Step 3
Step 4
Step 5
Step 6
Choose the Service Request tab.
Choose the service request entry to cancel.
Click Cancel Request.
Click Submit to cancel the service request.
Rolling Back a Service Request
You can roll back a service request when a service request is created using orchestration workflow or fenced
container deployment.
Procedure
Step 1
Step 2
On the menu bar, choose Organizations > Service Requests.
From the left panel, choose a user group.
The default is All User Groups, which lists all service requests.
Step 3
Step 4
Step 5
Step 6
Choose the Service Request tab.
Choose the service request to archive.
Click Archive.
In the Archive Request dialog box, click Archive.
Choose the Archived Service Requests tab to view all the archived requests.
Viewing Service Requests for a Particular Group
Procedure
Step 1
Step 2
On the menu bar, choose Organizations > Service Requests.
From the left panel, choose a user group.
The default is All User Groups, which lists all service requests.
Step 3
Choose the Service Request tab.
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Searching the Service Requests History for a Group
Searching the Service Requests History for a Group
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Organizations > Service Requests.
Choose the Service Request tab.
On the toolbar, click Search and Replace.
In the Search and Replace dialog box, enter the search terms in the search fields.
Step 5
Click Submit.
Exporting the Service Requests History for a Group
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Organizations > Service Requests.
From the left panel, choose a group name.
Choose the Service Request tab.
On the right of the toolbar, click the Export Report icon.
In the Export Report dialog box, choose the report format.
The report format can be PDF, CSV or XLS.
Step 6
Click Generate Report.
Reinstating an Archived Service Request
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Organizations > Service Requests.
Choose the Archived Service Requests tab.
Choose the service request that you want to reinstate.
Click Unarchive.
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Service Request Approval Process
Service Request Approval Process
Before the VM is provisioned, a service request must be approved by a specified approver or approvers who
are defined in the VDC. You have an option to define two approvers for a group.
• Once created, the service request workflow has a step requiring VM approval that shows the approver’s
name.
• A service request notification email is sent to the approver(s). The approver(s) are able to see all requests
under the Approvals tab.
• Once approved, the next step, VM provisioning, is initiated.
Note
For more information about defining approvers, see “Managing Virtual Data Centers” section on page 9-1.
Approving a Service Request
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Organizations > Service Requests.
Choose the My Approvals tab.
Choose the service request entry to approve.
To verify the details, click View Details.
Click Approve.
Add comments in the Service Request dialog box if necessary.
Step 7
Click Approve.
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Rejecting a Service Request
Rejecting a Service Request
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Organizations > Service Requests.
Choose the My Approvals tab.
Choose the service request entry to reject.
Verify the details by clicking View Details.
Click Reject.
Add comments in the Service Request dialog box if necessary.
Step 7
Click Reject.
Viewing the Service Requests Approvals History
Procedure
Step 1
Step 2
On the menu bar, choose Organizations > My Approvals.
Choose the My Approvals tab.
All approvals that are either already approved or pending approval are listed.
Searching the Service Request Approvals History
Procedure
Step 1
Step 2
On the menu bar, choose Organizations > My Approvals.
Choose the My Approvals tab.
All approvals that are either already approved or pending approval are listed.
Step 3
In the Search field, enter the search term.
The service requests that match the search criteria are displayed.
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Exporting Service Request Approvals History
Exporting Service Request Approvals History
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Organizations > My Approvals.
Choose the My Approvals tab.
From the list, choose a group name.
On the right of the toolbar, click the Export Report icon.
In the Export Report dialog box, choose the report format.
The report format can be PDF, CSV, or XLS.
Step 6
Click Generate Report.
Service Request Budgeting
Viewing the Current Month Budget Availability
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Service Requests.
From the left panel, choose either All User Groups or a specific user group.
Choose the Current Month Budget Availability tab.
Viewing Budget Entries
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Service Requests.
From the left panel, choose a user group.
Choose the Budget Entries tab.
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Adding a Budget Entry
Adding a Budget Entry
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Organizations > Summary.
From the left panel, choose a user group.
Choose the Budget Entries tab.
Click Add (+).
In the Add Budget Entry dialog box, complete the following fields:
Name
Description
Entry Name field
The name of the budget entry.
Budget Amount field
The amount of the budget per month.
Year drop-down list
Choose the year.
Month drop-down list
Choose the month.
Repeat Entries drop-down list
Choose the number of months for the same amount
of budget to repeat.
Click Add.
Editing a Budget Entry
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Organizations > Summary.
From the left panel, choose a user group.
Choose the Budget Entries tab.
In the main page, choose the budget entry.
Click Edit.
In the Edit Budget Entry dialog box, complete the following fields:
Name
Description
Entry Name field
The name of the budget entry.
Budget Amount field
The amount of the budget per month.
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Deleting a Budget Entry
Step 7
Name
Description
Year drop-down list
Choose the year.
Month drop-down list
Choose the month.
Repeat Entries drop-down list
Choose the number of months for the same amount
of budget to repeat.
Click Save.
Deleting a Budget Entry
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Organizations > Summary.
From the left panel, choose a user group.
Choose the Budget Entries tab.
In the main window, choose the budget entry.
Click Delete (X).
Confirm the deletion in the Delete Entry dialog box.
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12
Multiple Disk VM Provisioning
This chapter contains the following sections:
• About Multiple Disk VM Provisioning, page 151
• Workflow for Multiple Disk VM Provisioning, page 152
• About Templates with Multiple Disks, page 152
• Assigning Disk Categories, page 152
• Defining Storage Policies, page 153
• Creating a Catalog, page 155
• Creating a VM Disk, page 159
About Multiple Disk VM Provisioning
Cisco UCS Director supports virtual machine (VM) provisioning of multiple disks from a template. You can
configure VM disk provisioning on a preferred single datastore or multiple datastores. You can also configure
individual disk policies for each additional disk in a template.
Cisco UCS Director classifies the disks into the following categories:
• System
• Data
• Database
• Swap
• Log
Note
The disk categories that are defined by Cisco UCS Director are for disk labeling only.
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Workflow for Multiple Disk VM Provisioning
Workflow for Multiple Disk VM Provisioning
Procedure
Step 1
Step 2
Step 3
Step 4
Check for the availability of a template with multiple disks.
Assign disk categories.
Define the storage policy.
Create the template catalog.
About Templates with Multiple Disks
To provision a multiple disk virtual machine (VM), a template (image) with multiple disks, must be available.
Before using a template with multiple disks for VM provisioning, you must assign the disk categories for
individual disks.
Assigning Disk Categories
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Step 8
On the menu bar, choose Virtual > Compute.
Choose a VMware cloud and choose the Images tab.
Choose a template with multiple disks.
On the toolbar, click the View Details button.
Click the Disks tab.
Choose a disk.
Click Assign Disk Type.
Choose the disk type.
It can be one of the following:
• System
• Data
• Database
• Swap
• Log
Step 9
Click Submit.
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Defining Storage Policies
Defining Storage Policies
The storage policy defines resources such as datastore scope, type of storage to use, minimum conditions for
capacity, latency, and so on. The storage policy also provides an option for you to configure the additional
disk policies for multiple disks and an option to provide datastore choices for the end user during a service
request creation.
Cisco UCS Director supports VM provisioning with multiple disks on multiple datastores. There are five
types: System, Data, Database, Swap, and Log. The System disk policy is configured first, and the other disks
are configured later depending on the requirements. You can configure the disk policy individually for each
disk type or choose the default system disk policy for each disk.
When using the additional disks policies, be sure to uncheck the Provision all disks in a single datastore option
during catalog creation for the multiple disk template. For more information about catalog creation, see the
Adding a Catalog, on page 155.
In addition, Cisco UCS Director supports datastore selection during the creation of a service request for VM
provisioning by providing you with an option to enable or disable datastore selection for the end user. The
datastores that are listed for selection depend upon the scope conditions specified in the storage policy associated
with the VDC that was chosen during the creation of the service request.
Creating a Storage Policy
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Storage.
Choose the VMware Storage Policy tab.
Click Add (+).
In the Add Storage Resource Allocation Policy- System Disk Policy dialog box, complete the following
fields
Name
Description
Policy Name field
The name of the policy. This name is used during
catalog definition.
Policy Description field
The description of the policy.
Cloud Name drop-down list
Choose the cloud in which resource allocation occurs.
System Disk Scope
Data Stores Scope drop-down list
Choose the scope of deployment. Specify whether to
use all, include chosen, or exclude chosen.
Use Shared Data Store only check box
Check the check box to use shared datastores only.
Storage Options
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Name
Description
Use Local Storage check box
Check the check box to use local storage.
By default, the field is checked.
Use NFS check box
Check the check box to use NFS storage.
By default, the field is checked.
Use SAN check box
Check the check box to use SAN storage.
By default, the field is checked.
Minimum Conditions check box list
Check the check boxes of one or more conditions that
should match. Hosts or datastores that do not meet
these criteria are excluded from consideration. If more
than one condition is chosen, all chosen conditions
must match.
Override Template check box
Check the check box to override the template
properties. You are provided with options to enter
custom settings such as using thin provisioning and
custom disk size.
Use Thin Provisioning check box
Check the check box to use thin provisioning during
VM storage provisioning.
Thin provisioning enables dynamic allocation of
physical storage capacity to increase VM storage
utilization.
Note
Custom Disk Size
This option appears when Override
Template is checked.
A custom disk size that will override the disk size of
the template used for VM provisioning.
Note
This option appears when Override
Template is checked.
Resize Options for the VM Life Cycle
Allow Resizing of Disk
Check the check box to provide an option to choose
the VM disk size before provisioning.
Permitted Values for Disk in GB field
The disk size values for provisioning a VM.
Note
Allow user to select datastore from scope check
box
This option appears when Allow resize of
disk is checked.
Check the check box to provide the user with an
option to choose the datastore during the service
request creation.
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Creating a Catalog
Step 5
Step 6
Click Next.
In the Additional Disk Policies pane, choose a disk type to configure.
By default, the disk policy for the disk is System Disk Policy.
Step 7
Click the Pencil icon and the Edit Disk Policies Entry dialog box appears.
Step 8
Step 9
To configure the disk policy, uncheck the Same as System Disk Policy check box.
In the Edit Entry dialog box, choose the Disk Scope and Storage Options for the disk type.
Step 10 Click Submit.
Step 11 Continue to configure the other disk types as needed.
Step 12 Click Submit.
Note
To use the storage policy created with additional disk policies, you must associate the policy with
the VDC that is used for the VM provisioning
Creating a Catalog
Adding a Catalog
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Catalogs.
Choose the Catalog tab.
Click Add (+).
In the Create Catalog dialog box, complete the following fields:
Name
Description
Basic Information pane
Catalog Name field
The name of the catalog.
Note
Catalog Description field
After you create a catalog, you cannot
modify the name.
The description of the catalog.
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Name
Description
Catalog Type drop-down list
The type of catalog. It can be one of the following:
• Standard--Used to create catalogs for VM
provisioning using images from a list of clouds.
• Advanced--Used for publishing orchestration
workflows such as catalog items.
• Service Container--Used for publishing
application containers as catalog items.
• VDI--Used for publishing Xen Desktop as
catalog items.
Catalog Icon drop-down list
Choose from a list of icons to associate this catalog
with an image. This icon is seen when you are
creating a service request using this catalog.
Applied to all groups check box
Check the check box to enable all groups to use this
catalog. Uncheck the check box to deny its use to
other groups.
Selected Groups check box list
Check the check boxes for the included groups that
are from the Select Items dialog box. The checked
group(s) use this catalog to provision new VMs.
Cloud Name drop-down list
Choose the cloud with the image for VM
provisioning.
Image drop-down list
Choose the type of image (any existing templates
such as Windows, Linux and other files that make up
the image) that you use when VMs are provisioned
using this catalog.
Windows License Pool field
Choose the Windows License.
Note
Provision all disks in single datastore check box
This option appears only when a Windows
image is chosen.
Check the check box to provision all disks in a single
datastore. You can also choose to use the datastores
configured for each disk in the storage policy.
For more information on multiple disk storage policy
creation, see “Managing Policies, page 8-1.”
Note
This option appears if the chosen template
has multiple disks.
Service Container Template Name drop-down list Choose the template from the list.
Note
This option appears when the chosen Catalog
Type is Service Container.
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Name
Description
XenDesktop Catalog drop-down list
Choose the template from the list of XenDesktop
dedicated catalogs configured in Desktop Studio.
Note
Step 5
Step 6
This option appears when the chosen Catalog
Type is VDI.
Click Next.
In the Applications Details pane, complete the following fields:
Name
Description
Category drop-down list
Choose a VDC category.
Support Contact Email Address field
The email address of the contact that is notified when
a service request is created using this catalog item.
Specify OS drop-down list
Choose the type of OS installed on the VM when it
is provisioned.
Specify Other OS field
Any OS that is not available in the Specify OS list.
Specify Applications check box list
Check the check boxes for applications from the
Select Items dialog box. These applications are
installed on the VM during provisioning.
Specify Other Applications field
The applications that are not available in the Select
Items dialog box.
Application Code field
An application code that is used in the VM name. The
application code can be between 1 to 4 characters (for
example: W2K3, DB, WS). The application code can
used in a system policy for the VM name by using
the variable ${APPCODE}.
For example, if the VM Name Template is
vm-${GROUP_NAME}-${APPCODE}, the VM
provisioned with the system policy has the name
vm-groupname-W2K3.
Step 7
Step 8
Click Next.
In the User Credentials pane, complete the following fields:
Name
Description
Credential Options drop-down list
Choose to allow or disallow users to retrieve VM
access credentials (shared).
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Adding a Catalog
Name
Description
User ID field
The user ID.
Note
Password field
This option appears when you choose either
of the share options under Credential
Options.
The user password.
Note
This option appears when you choose either
of the share options under Credential
Options.
Step 9 Click Next.
Step 10 In the Customization pane, complete the following fields:
Name
Description
Post Provisioning Custom Actions check box
Check the check box to enable an orchestration
workflow that is executed after VM provisioning.
Workflow drop-down list
Choose a defined workflow for provisioning.
Note
This option appears when Post Provisioning
Custom Actions is checked.
VM App Charge Frequency drop-down list
Choose Hourly or Monthly.
Active VM Application Cost field
The cost for the application that is included in the
template.
Inactive VM Application Cost field
The cost to this catalog of a VM in inactive state per
hour or month.
Step 11 Click Next.
Step 12 In the VM Access pane, complete the following fields:
Name
Description
Web Access Configuration check box
Check the check box to enable web access to the VM.
Uncheck the check box to disable web access to the
VM.
URL field
The URL of the VM.
Note
Label field
This option appears when Web Access
Configuration is checked.
The label that is defined for this URL
Note
This option appears when Web Access
Configuration is checked.
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Name
Description
Remote Desktop Access Configuration check box Check the check box to enable remote desktop access
to the VM. Uncheck the check box to disable remote
desktop access to the VM.
Server field
The IP address of the server for remote access.
Note
Port field
The port number on the server for remote access.
Note
Label field
This option appears when Remote Desktop
Access Configuration is checked.
This option appears when Remote Desktop
Access Configuration is checked.
The label that is defined for this remote access.
Note
This option appears when Remote Desktop
Access Configuration is checked.
Step 13 Click Next.
Step 14 Review the catalog information in the Summary page.
Step 15 Click Submit.
Creating a VM Disk
You can add an additional disk with a custom size to provisioned or discovered VMs by using the Create
VM disk option that is available through the VM action button.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Virtual > Compute.
From the left side pane, choose a cloud name.
Choose the VMs tab.
From the list, choose a VM.
At the right side of the toolbar, click the down arrow and a drop-down list of VM options open.
Choose Create VM Disk.
In the Create VM Disk dialog box, complete the following fields:
Name
Description
VM Name field
The VM name.
You cannot edit the name of the VM.
New Disk Size (GB) field
The disk size for the VM in GB.
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Creating a VM Disk
Name
Description
Select a disk type drop-down list
Choose the disk label. It can be one of the following:
• System
• Data
• Database
• Swap
• Log
Select Datastore drop-down list
Choose the datastore. The datastores choice depends
on the storage policy that is associated with the VM’s
VDC.
Thin Provision check box
Check the check box to add a thin provisioned disk
to the VM.
Note
Step 8
Thin provisioning enables dynamic
allocation of physical storage capacity to
increase VM storage utilization.
Click Create.
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13
Using the Chargeback Module
This chapter contains the following sections:
• About Chargeback Features, page 161
• Budget Policies, page 162
• Cost Models, page 162
• Modifying a VDC to Include a Cost Model, page 165
• Package-Based Cost Models, page 167
• Storage Tier Cost Models, page 169
• About Assigning a Datastore to Tiers, page 170
• Chargeback Reports, page 171
• About Change Records, page 174
• Chargeback Calculations, page 175
About Chargeback Features
The chargeback module in Cisco UCS Directoroffers in-depth visibility into the costs of the virtual
infrastructure. It allows the definition and assignment of cost models to policies within departments and
organizations. Virtual machine (VM) metering data is collected at frequent intervals to ensure accurate
calculation of resource costs.
Following are the features of the chargeback module:
• Flexibility—Provides fixed costs, one-time costs, allocation costs, usage costs, and a combination of
all, based on the organizational requirements.
• Reusable Cost Models—Assigns cost models to VMs using standardized cost models or templates.
These templates are used to apply cost models to new environments quickly.
• Reporting—Generates various summary and comparison reports of costs and resource usage for the
virtual infrastructure. These reports are exported to PDF, CSV, and XLS formats and allows you to view
them within a web browser.
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Budget Policies
• Top 5 Reports—Monitors the top five reports for organizations or groups with the highest VM cost,
CPU, memory, storage and network costs.
• Dashboard—Monitors and analyzes VM metering information and chargeback in real time with the
built-in dashboard and extensive set of graphical widgets.
Budget Policies
Overall resources are accounted for by the chargeback module. In addition to chargeback, individual groups
or organizations must be associated with a budget policy where you can enable or disable the budget watch
and over budget.
Configuring a Budget Policy
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Administration > Users and Groups.
Choose the User Groups tab.
Choose a group and click Budget Policy.
In the Budget Policy dialog box, complete the following fields:
Name
Description
Enable Budget Watch check box
If checked, the group’s budget usage is monitored. If
unchecked, all budget entries for this group are
ignored.
Allow Over Budget check box
If checked, the group members are allowed to go over
the provisioned budget. If unchecked, once the budget
is exhausted, all requests are rejected until a new
budget is added.
Click Save.
Cost Models
A cost model is used to define the unit level costs of virtual resources such as CPU, RAM, and storage. These
costs are used for chargeback calculations of VMs within the virtual infrastructure. Cost models offer a
definition of costs in a linear model, Costs can be defined at the unit level.
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Creating a Cost Model
The cost of a particular resource for a VM is calculated based on how many units are assigned to that VM.
For example, the cost of 1 GB of RAM is defined within the cost model and this unit cost is used to determine
the cost of RAM for a particular VM.
You can define one-time provisioning costs, active or inactive VM costs, and provisioned, reserved, or used
costs for resources such as CPU, memory and so on. These costs are used to calculate the VM costs based on
usage.
Creating a Cost Model
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Policies > Service Delivery.
Choose the Cost Model tab.
Click Add (+).
In the Add Cost Model dialog box, complete the following fields.
Name
Description
Cost Model Name field
The name of the cost model.
Cost Model Description field
The description of the cost model.
Cost Model Type drop-down list
Choose the type of cost model.
Standard indicates a linear cost model. Advanced
indicates a package or script-based cost model. See
the “Package-Based Cost Models” section on page
13-6 section for the Advanced cost model description
and usage. You can also choose HyperV, if
appropriate.
Charge Frequency drop-down list
Choose the frequency at which the VM’s resources
costs are defined.
If you want to specify the costs of resources on an
hourly basis, choose Hourly. If you want to specify
the costs of resources on a monthly basis, choose
Monthly.
Fixed Costs
One Time Cost field
The fixed one-time cost for provisioning the VM.
VM Costs
Active VM Cost field
The per hour cost of a VM in the active state.
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Name
Description
Inactive VM Cost field
The per hour cost of a VM in the inactive state.
CPU Costs
CPU Charge Unit drop-down list
Choose the charge unit for CPU: GHz or cores.
Provisioned CPU Cost field
The provisioned CPU cost per CPU charge unit per
hour. The amount of CPU that was provisioned to the
VM is taken into consideration.
Note
The cost if the CPU charge unit is GHz.
If you enter a value for the Used CPU Cost
field, you must leave this field blank.
Reserved CPU Cost field
The reserved CPU cost per GHz per hour.
The amount of CPU that has been actually reserved
to the VM is taken into consideration, including the
provisioned CPU cost calculation. Any extra cost for
the reserved CPU (apart from the provisioning cost)
is entered here. For example, if the provisioning cost
is $1 and the reserved cost is $1.4, the extra amount
to reserve must be mentioned. In this example, it is
$1.4 – $1 = $0.4.
Note
The cost if the CPU charge unit is GHz.
If you enter a value for the Used CPU Cost
field, you must leave this field blank.
Used CPU Cost field
The used CPU cost per GHz per hour. The cost is
based on the actual CPU usage.
This cost does not take into consideration the
provisioned and reserved costs. If you enter a value
for the Used CPU Cost field, the provisioned cost
and reserved cost fields must be left blank.
Note
The cost if the CPU charge unit is
GHz.
Memory Costs
Provisioned Memory Cost field
The provisioned memory cost per GB per hour.2
Reserved Memory Cost field
The reserved memory cost per GB per hour.2
Used Memory Cost field
The used memory cost per GB per hour.2
Network Costs
Received Network Data Cost field
The received data cost per GB per hour.
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Modifying a VDC to Include a Cost Model
Name
Description
Transmitted Network Data Cost field
The transmitted data cost per GB per hour.
Storage Costs
Step 5
Committed Storage Cost field
The committed storage cost per GB per hour.
Uncommitted Storage Cost field
The uncommitted storage cost per GB per hour. The
unused but provisioned storage is defined as
uncommitted storage.
Click Add.
Modifying a VDC to Include a Cost Model
You can add or edit an existing VDC to assign it the newly created cost model. You can edit an existing VDC
or a new VDC can be created and have a cost model assigned to it.
After the cost model is assigned to a VDC, all VMs within the VDC are charged based on the advanced cost
model. Any VMs within VDCs that have the standard type of cost model are still charged according to the
standard cost model.
Adding a Cost Model to a VDC
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Policies > Virtual Data Centers.
Choose the VDC tab.
Choose the VDC to add to the cost model.
Click Add (+).
In the Add VDC dialog box, complete the following fields:
Name
Description
VDC Name field
The name of the VDC.
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Name
Description
VDC Locked check box
Check the check box to deny the use of the VDC for
any further deployments. Actions on existing VMs,
within this VDC, are disabled. Uncheck the check
box to allow the use of the VDC for further
deployments.
VDC Description field
The VDC specific description.
Group drop-down list
Choose the group for which the VDC is being set up.
Cloud Name drop-down list
Choose the cloud on which the VDC is being set up.
Approvers and Contacts
First Approver User Name field
The user who must approve the service request.
Second Approver User Name field
The second user who must approve the service
request.
Provider Support Email Address field
The contact or user’s email address. The person who
is notified about VM provisioning using this VDC.
Copy Notifications to Email Address field
The second contact’s email for copying notifications
about this VDC.
Policies
System Policy drop-down list
Choose the system policy applicable to the VDC.
Computing Policy drop-down list
Choose the computing policy applicable to the VDC.
Network Policy drop-down list
Choose the network policy applicable to the VDC.
Storage Policy drop-down list
Choose the storage policy applicable to the VDC.
Cost Model drop-down list
Choose the cost model applicable to the VDC.
Disable displaying cost in the SR summary and
email page check box
Check the check box to disable displaying cost in the
SR summary and email page for this VDC.
User Action Policy drop-down list
Choose the policy that is used for execution of
orchestration workflows after provisioning of the
VMs. The chosen workflow appears as an action
button for VMs within the VDC.
End User Self-Service Policies
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Name
Description
VM Power Management check box
Check the check box to enable all VM power
management actions for VMs that belong to this VDC.
End user self-service policies also include VM Resizing, VM Snapshot Mangement, VM deletion,
VM Disk Management, and VM Network Management. For more information, see Adding a Virtual
Data Center, on page 112.
Click Add.
Note
Step 6
Editing a VDC to Include a Cost Model
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Policies > Virtual Data Centers.
Choose the VDC tab.
Choose the VDC to add to the cost model.
Click Manage Categories.
Choose the category to edit.
Click Edit.
In the Edit App Category dialog box, in the drop-down list, choose a Cost Model and a Deploy Policy.
Step 8
Click Save.
Package-Based Cost Models
A package-based cost model enables you to define the costs for the system resources as packages instead of
as individual definitions. There are different packages to choose from based on your requirements. This type
of cost model is suitable for nonlinear models.
Note
Cisco UCS Director supports definitions of CPU memory (server) packages.
In this type of cost model, the definition is based on the available resource packages. The model is in the
following format:
C – M:X.
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C is the number of CPU cores.
M is the memory in GB.
X is the combined monthly cost of C and M.
For example, a package with an entry of 2-4:200 implies CPU cores = 2, memory = 4 GB, and the cost of this
package is $200 per month.
You can define multiple packages using the following format: C1-M1:X1,C2-M2:X2,......,CN-MN:XN.
For example, 1-1:50,1-2:70,1-4:90,2-4:150,2-6:170,2-8:190,4-8:350,4-12:380,4-16:400. The first entry 1-1:50
is a package of 1 core CPU and 1 GB memory that costs $50 per month.
Note
These entries can be edited at any time to suit the cost package requirements.
Creating a Package-Based Cost Model
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Policies > Service Delivery.
Choose the Cost Model tab.
Click Add (+) to create a new cost model.
Under the Cost Model Type field, choose the Advanced option.
Paste the script provided in the Advanced Cost Model field.
/********************************/
var CPU_MEMORY_COST =
1-2:81,1-4:95,1-8:109,2-4:162,2-6:176,2-8:189,2-16:378,4-12:352,4-16:378;
/********************************/
/* define cost packages as shown above.
The cost packages can be defined in the following format:
C-M:X.
C is the number of CPU cores.
M is the memory in GB.
X is the combined monthly cost of C and M.
For example, 2-4:162 means CPU cores = 2, memory = 4 GB and the cost of this package is $162 per month.
*/
/* When defining multiple packages, define it in the following format: C1-M1:X1,C2-M2:X2,
...........,CN-MN:XN
The standard packages are defined at the top of the script using the variable CPU_MEMORY_COST.
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Storage Tier Cost Models
This variable can be edited to suit the cost package requirement. */
/* For reference, the storage cost to use is based on the storage tier cost model definition. */
/* do not edit any script below */
computeChargeback(data);
function computeChargeback(data)
{
var map = chargeBackAPI.getCPUMemCostModelMap(CPU_MEMORY_COST);
var cpuCores = data.getVmMeter().getCpuCores();
var memory = data.getVmMeter().getAllocMemGB();
var serverCost = chargeBackAPI.getCostForItem(map,cpuCores, memory);
serverCost = serverCost / (24 * 30);
var storageTierCost = chargeBackAPI.getStorageCostForItem(data.getVmMeter().getVmId());
var storageGB = (data.getVmMeter().getCommittedDiskGB()) +
(data.getVmMeter().getUncommittedDiskGB());
var committedDiskGBCost = (data.getVmMeter().getCommittedDiskGB()) * storageTierCost;
var unCommittedDiskGBCost = (data.getVmMeter().getUncommittedDiskGB()) * storageTierCost;
var storageCost = (storageGB * storageTierCost) / (24 * 30);
var totalVMCost = serverCost + storageCost;
var cb = data.getCbSummary();
cb.setCpuCores(cpuCores);
cb.setMemory(memory);
cb.setServerCost(serverCost);
cb.setCommittedDiskGB(data.getVmMeter().getCommittedDiskGB());
cb.setCommittedDiskGBCost(committedDiskGBCost);
cb.setUncommittedDiskGB(data.getVmMeter().getUncommittedDiskGB());
cb.setUncommittedDiskGBCost(unCommittedDiskGBCost);
cb.setTotalCost(totalVMCost);
}
/********************************/
Step 6
Click Add.
Note
Once the cost model has been defined, assign it to a VDC in order to start the chargeback of VMs
based on this cost model.
Storage Tier Cost Models
You can use a storage tier cost model to define multiple costs for storage using the tier format. Current storage
types include local, NFS, SAN, and NAS, and others. Each storage type cost could vary and you can incorporate
this variation while calculating costs for storage usage.
You can use this model to define different costs for different tiers and then assign existing datastores to these
tiers. You can group similar datastore types by cost wise using the tier cost model.
Each tier must be assigned a cost. This cost is per GB per month. For example, when assigning $0.5 to a tier,
all datastores within this tier are charged at $0.5 per GB per month. By default, four tiers are already created,
so you must assign the costs to them.
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Assigning a Cost to a Tier
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Policies > Service Delivery.
Choose the Storage Tier Cost Model tab.
Choose the tier to edit.
Click Edit.
Edit the Disk Cost (GB)/Month field.
Click Submit.
About Assigning a Datastore to Tiers
You can assign a datastore to a tier so that the cost defined in the tier is used to calculate the cost of storage
within that particular datastore.
When calculating the chargeback for VMs within a datastore, the cost is determined by which tier the datastore
was assigned to. If no tier is assigned to a datastore, the storage cost for that datastore is not considered when
using the advanced (script) based cost model.
When using a regular cost model, where you define the resource costs in a form, storage tier costs are taken
into consideration if tier costs are assigned and datastores are assigned to those tiers. However, if no tier is
assigned to a datastore, the storage cost for VMs under that datastore is taken from the storage cost entry of
the cost model form.
Note
Assigning a datastore to a tier applies only to the regular cost model.
Assigning a Datastore to a Tier
Before You Begin
You must be logged in to the appliance to complete this task.
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Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Virtual > Storage.
From the left panel, choose the cloud account.
Choose the Datastore Capacity Report tab.
Currently, the tier based cost is supported only on VMware cloud accounts.
Step 4
Step 5
Choose the datastore to assign a tier.
Click Assign Tier and the Storage Tier dialog box appears.
Step 6
Step 7
From the drop-down list, choose a tier.
Click Submit.
Chargeback Reports
Chargeback provides information about how much organizations are paying for resources, both used and
unused. This feature allows you to optimize resource consumption and costs. The system resources accounting
can be based on monthly usage. Resources, such as CPU and memory usage, are monitored and measured.
Chargeback reports are based on the type of the cost model. Chargeback is calculated and shown in the form
of tabular reports, summaries, graphical reports, and widgets.
Following are the report types that are available:
• Viewing
◦Current month summary—The current month summary cost report (VM, CPU, storage costs, and
so on) by groups.
◦Previous month summary—The previous month summary cost report (VM, CPU, storage costs,
and so on) by groups.
◦Monthly resource accounting details—The resource accounting details (CPU and memory usage
statistics) for each group on a monthly basis.
◦VM level resource accounting details—The resource accounting details at the VM level.
◦VM level chargeback details—The charges that are applicable for VM usage using the chargeback
feature.
• Export
◦Export monthly resource accounting details—Reports of resource accounting details can be exported
as tables.
◦Export VM level resource Accounting details—Reports of VM level resource accounting details
can be exported as tables.
◦Export VM level chargeback details—Chargeback reports can be exported as tables.
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Viewing the Current Month Summary
Viewing the Current Month Summary
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Chargeback.
From the left panel, choose the group to view.
Choose the Current Month Summary tab to view the month’s chargeback details for all VMs that belong
to the group.
Viewing the Previous Month’s Summary
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Chargeback.
From the left panel, choose the group to view.
Choose the Previous Month Summary tab to view the previous month’s chargeback details for all VMs that
belong to the group.
Viewing Monthly Resource Accounting Information
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Chargeback.
From the left panel, choose the group to view.
Choose the Resource Accounting tab.
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Viewing the VM Level Resource Accounting Details
Viewing the VM Level Resource Accounting Details
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Chargeback.
From the left panel, choose the group to view.
Choose the Resource Accounting Details tab to view the individual VMs resource usage details.
Viewing the VM Level Chargeback Details
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Chargeback.
From the left panel, choose the group to view.
Choose the Chargeback tab.
Exporting the Monthly Resource Accounting Details
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Chargeback.
Choose the Resource Accounting tab.
Click the Export Report icon on the right side of the toolbar and the Export Report dialog box appears.
Step 4
Step 5
From the drop-down list, choose a format: PDF, CSV, or XLS.
Click Generate Report.
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Exporting VM Level Resource Accounting Details
Exporting VM Level Resource Accounting Details
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Chargeback.
Choose the Resource Accounting Details tab.
On the right side of the toolbar, click the Export Report icon. The Export Report dialog box appears.
Step 4
Step 5
From the drop-down list, choose a format: PDF, CSV, or XLS.
Click Generate Report.
Exporting VM Level Chargeback Details
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Organizations > Chargeback.
Choose the Chargeback tab.
On the right side of the toolbar, click the Export Report icon. The Export Report dialog box appears.
Step 4
Step 5
From the drop-down list, choose a format: PDF, CSV, or XLS.
Click Generate Report.
About Change Records
You can use change records within the Change Management Database (CMDB) to track and manage changes
in the system. These records typically display ADD, DELETE, and MODIFY type of events on any resource,
such as a VM, service request, groups, and so on.
Change records display information about the resource type (VM) including the resource name, change type,
change time, and description. In the case of VM resizes, information is provided about resources of the VMs
that were resized and also about previous and resized resource values.
When a VM has been resized, such changes are recorded and displayed under the Change Records tab.
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Accessing Change Records
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
On the menu bar, choose Administration > Integration.
Choose the Change Records tab.
Chargeback Calculations
The total cost calculated for a VM includes the following:
Total cost = active VM cost or inactive VM cost + one-time cost + CPU cost + memory cost + disk cost +
CPU reserved cost + memory reserved cost + CPU used cost + CPU core cost + memory used cost + network
received used cost + network transmitted used cost + application cost.
The VM cost calculation is done only on an hourly basis. The cost for each resource is calculated based on
the values that are defined in the cost model. The cost calculations are based as follows:
Cost
Cost Description
Active VM Cost
The value defined in the cost model for the active
VM cost.
Inactive VM Cost
The value defined in the cost model for the inactive
VM cost.
One Time Cost
The value defined in the cost model for the one-time
cost.
CPU Cost
CPU usage (provisioned) × cost that is defined in the
cost model for the provisioned CPU cost. The CPU
charge unit is GHz.
Memory Cost
Memory usage (provisioned) × cost that is defined in
the cost model for the provisioned memory cost. The
memory charge unit is GB.
Disk Cost
The committed storage × committed storage cost that
is defined in the cost model + uncommitted storage
× uncommitted storage cost that is defined in the cost
model. The storage charge unit is GB.
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Cost
Cost Description
CPU Reserved Cost
The reserved CPU × cost that is defined in the cost
model for the reserved CPU cost.1.
Memory Reserved Cost
The reserved memory × cost that is defined in the
cost model for the reserved memory cost.2.
CPU Used Cost
The used CPU × cost that is defined in the cost model
for the used CPU cost.1.
CPU Core Cost
The used CPU core × cost that is defined in the cost
model for the CPU core cost. The CPU charge unit
is per core.
Memory Used Cost
The used memory × cost that is defined in the cost
model for the used memory cost.2.
Network Received Used Cost
The network received usage in KB / (1024.0 × 1024.0)
× cost that is defined in the cost model for the
received network data cost. The network charge unit
is GB.
Network Transferred Used Cost
The network transmitted usage in KB / (1024.0 ×
1024.0) × cost that is defined in the cost model for
the transmitted network data cost.5.
Application Cost
The active VM hours × cost that is defined in a
catalog for active VM application cost + inactive VM
hours × cost that is defined in a catalog for the
inactive VM application cost.
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14
System Monitoring and Reporting
This chapter contains the following sections:
• Dashboard, page 177
• Summary, page 178
• Inventory Management, page 179
• Resource Pools, page 180
• Clusters, page 180
• Images, page 180
• Host Nodes, page 181
• Virtual Machines (VMs), page 181
• Topology, page 182
• Assessment, page 183
• Reports, page 183
Dashboard
The dashboard is the first window that you see when you log in. Any report widget in the application can be
added to the dashboard. You can enable the dashboard (in the top level menu) for adding important and favorite
report widgets.
Enabling the Dashboard
Before You Begin
You must be logged in to the appliance to complete this task.
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Adding Report Widgets
Procedure
Step 1
Step 2
Step 3
Step 4
At the top right of the window, click admin.
Choose the Dashboard tab.
Check the Enable Dashboard check box.
Click Apply.
Adding Report Widgets
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Virtual > Compute.
From the left panel, choose the cloud name.
Choose the tab with the type of report you want to view.
At the top right of a report, click the down arrow.
Choose Add to Dashboard.
Refreshing Widget Data
You can set refresh to automatic or manual for report widget data. For automatic refresh, you have an option
to customize the automatic refresh from 5 to a maximum of 60 minutes.
The Automatic Refresh button on the dashboard should be set to ON to configure the time.
Summary
The Summary window allows you to manage system inventory. It gives you access to a wide array of tabular,
graphical, and map reports, and also helps in managing inventory life cycle actions.
Each report is displayed as a widget and can be hidden through customization.
Viewing Virtual Machine, Cloud and System Summary Information
Before You Begin
You must be logged in to the appliance to complete this task.
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Customizing Summary Report Widgets
Procedure
Step 1
Step 2
On the menu bar, choose Virtual > Compute.
Choose the Summary tab.
Customizing Summary Report Widgets
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the Summary tab.
Click the Customize icon to bring up the available report widgets.
Click and drag a widget onto the dashboard.
Double-click the report to expand the view, or click the top right side of a report and choose Expand View.
Adjust the size of the reports displayed on the Dashboard by using the slide bar.
Inventory Management
You can monitor the system inventory using the dashboard. Any changes to the physical infrastructure are
updated to the dashboard. The dashboard displays the entire system level infrastructure information for
administrative management.
Accessing System Inventory Details
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Virtual > Compute.
From the left panel, choose the cloud name.
Choose any of the tabs for detailed information.
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Resource Pools
Resource Pools
The Resource Pools tab shows resource details at the host node level. These details include the CPU configured
reservation, CPU limit, CPU used, memory used, and so on.
Accessing Resource Details
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Virtual > Compute.
From the left panel, choose the cloud name or choose All Clouds.
Choose the Resource Pools tab.
Clusters
The Clusters tab displays all the clusters and their details, if available, on the pod.
Accessing Clusters
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
On the menu bar, choose Virtual > Compute.
Choose the Clusters tab.
Images
The Images tab displays all available image IDs and their details. These images include guest OS, CPU,
memory, and storage provisioned. You can use these image IDs to provision new virtual machines (VMs).
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Accessing Images
Accessing Images
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
On the menu bar, choose Virtual > Compute.
Choose the Images tab.
Host Nodes
The Host Nodes tab displays all physical host nodes that are available in the infrastructure. You can see details
such as the ESX/ESXi version installed, active VMs, power status, and so on.
Accessing Host Nodes
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Virtual > Compute.
Choose the Host Nodes tab.
From the drop-down list, choose a Report type on the toolbar.
Virtual Machines (VMs)
The VMs tab displays all the VMs and VM specific details for the chosen cloud.
Accessing VMs
Before You Begin
You must be logged in to the appliance to complete this task.
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Accessing Group Level VMs
Procedure
Step 1
Step 2
On the menu bar, choose Virtual > Compute.
Choose the VMs tab.
Accessing Group Level VMs
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
On the menu bar, choose Organizations > Virtual Resources.
From the left panel, choose a group and then choose the VMs tab.
Topology
The Topology tab displays VMware cloud topology. There are four view mode types: Hierarchical, Concentric,
Circular, and Force Directed. Depending on the view mode you choose, you can adjust the item spacing,
distance, radius, rigidity, and force distance.
Accessing Topology Types
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Virtual > Compute.
From the left panel, choose the cloud name.
Choose the Topology tab.
Choose one of the topology types: Hostnode-Datastore Topology, or Hostnode-VM Topology.
On the toolbar, click the View Connectivity button. The topology appears in a new window.
Note
Not all of the topology types are
displayed.
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Assessment
Assessment
The Assessment tab displays assessment reports, including cloud readiness, virtualization best practices,
performance optimization, capacity, and power optimization.
Accessing Assessments
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Virtual > Compute.
From the left panel, choose the cloud name.
Choose the Assessment tab.
From the Report drop-down list, choose a report type.
Reports
Cisco UCS Director can monitor the virtual infrastructure and system resources by displaying a wide array
of reports. These reports help you to understand system details and provide an insight into how the system is
performing.
Following are the types of reports:
• Tabular reports for system information, including overview, host nodes, new VMs, and deleted VMs.
• Bar and pie graph comparisons, including VMs active versus inactive, CPU provisioned versus capacity,
and so on.
• Trend graphs about system resources, including CPU trends, memory trends, VM additions and deletions,
and so on.
• Other reports include Top 5 reports at the group, VDC, host node, and VM level. The Top 5 reports are
groups with the highest number of VMs, groups with the greatest CPU usage, VDCs with the highest
number of VMs, host nodes with the greatest CPU usage, and so on.
• Map reports display the system resource information in the form of heat maps or color-coded maps.
Accessing Reports
Before You Begin
You must be logged in to the appliance to complete this task.
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Accessing Reports
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose Virtual > Compute.
From the left panel, choose the cloud name.
Choose the tab with the type of report (Map, Top 5, or More Reports).
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Managing Lifecycles
This chapter contains the following sections:
• Managing VM Power Settings, page 185
• Resizing VMs, page 186
• Managing VM Snapshots, page 187
• Configuring the Lease Time for a Virtual Machine, page 190
• Managing VM Actions, page 191
Managing VM Power Settings
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
To bring up virtual machine (VM) actions, choose the VMs tab and right click a VM (wait for the timer to
cycle).
Choose an action and the VM Task dialog box opens. Complete the last two fields:
Name
Description
VM Name display-only field
The name of the VM that is the subject of the action.
Power Off display-only field
The task to power off the VM.
Power On display-only field
The task to power on the VM.
Suspend display-only field
The task to put the VM in a suspended state.
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Resizing VMs
Step 5
Name
Description
Shutdown Guest display-only field
The task to shut down the guest OS on the VM.
Standby display-only field
The task to move the VM into a standby state.
Reset display-only field
The task to perform a hard reset of the VM.
Reboot display-only field
The task to perform a soft reboot of the VM.
Comments field
The comments.
Schedule Action radio button
The task to power on a VM now or at a specific date
and time.
Click Proceed.
Resizing VMs
Before You Begin
Create a provisioned VM. The administrator must also provide permission by enabling the End User Self-Service
Options in the group's vDC.
Procedure
Step 1
Step 2
Step 3
Click Virtual Resources and choose VMs.
Right-click on a VM and choose Resize VM.
In the Resize VM dialog box, complete the following fields:
Name
Description
VM Name field
The name of the selected VM.
Current Allocated CPU field
The number of allocated CPUs being used by the VM.
Current Allocated Memory
(GB) field
The amount of memory allocated to the VM.
New CPU Count drop-down list Choose the CPU required from the drop-down list.
New Memory drop-down list
Choose the amount of memory required from the drop-down list.
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Managing VM Snapshots
Step 4
Click Resize.
Managing VM Snapshots
This topic covers the following tasks:
• Create Snapshot—You can create a snapshot of all the VM’s resources in their current state. When you
create a snapshot, you can revert toit in the event of a VM crash.
• Revert Snapshot—If the VM crashes or malfunctions (the OS becomes corrupt), you can revert back to
the most recent snapshot of the VM, which brings the VM back up and running. In the case where there
are multiple snapshots for a VM, you can revert to a specific snapshot.
• Mark Golden Snapshot—You can mark a specific snapshot for a VM as a Golden Snapshot. This feature
protects the snapshot from accidental deletion.
• Delete a Snapshot—You can delete a snapshot if required. If you delete a Golden Snapshot, you must
first unmark it before it can be deleted.
• Delete All Snapshots—You can delete all snapshots for a VM. However, you cannot delete all snapshots
if you have Golden Snapshots. You must first unmark the Golden Snapshot and then delete all snapshots.
Creating VM Snapshots
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Create Snapshot.
In the Create Virtual Machine Snapshot dialog box, complete the following fields:
Name
Description
Snapshot Name field
The snapshot name.
Snapshot Description field
The snapshot description.
Snapshot Memory check box
Check the check box to include the VM memory.
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Name
Description
Quiesce Guest File System check box
Check the check box to take the snapshot in quiesce
mode.
Note
Step 7
Quiescing a file system brings the on-disk
data of a physical or virtual computer into a
state that is suitable for backups. This
process might include operations such as
flushing buffers from the operating systems
in-memory cache to disk or other
higher-level application-specific tasks. To
use this option, VMware tools must be
installed on the VM.
Click Proceed.
Reverting to a Snapshot
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Revert Snapshot.
In the Revert Snapshot Task dialog box, choose a snapshot from the list by checking the check box that is
next to the snapshot name.
Click Proceed.
Marking a Golden Snapshot
Before You Begin
You must be logged in to the appliance to complete this task.
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Deleting a Snapshot
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Step 8
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Mark Golden Snapshot.
In the Mark Golden Snapshot Task dialog box, choose a snapshot from the list by checking the check box
that is next to the snapshot name.
Check the Mark as Golden Snapshot check box.
Click Proceed.
Deleting a Snapshot
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Step 8
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Delete Snapshot.
In the Delete Snapshot Task dialog box, choose a snapshot from the list by checking the check box that is
next to the snapshot name.
Check the Delete Children check box.
Click Proceed.
Deleting All Snapshots
Before You Begin
You must be logged in to the appliance to complete this task.
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Configuring the Lease Time for a Virtual Machine
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Delete All Snapshots.
In the VM Snapshot Task dialog box, enter an optional comment.
Step 7
Click Proceed.
Configuring the Lease Time for a Virtual Machine
A user can configure a lease expiration time for a selected virtual machine (VM). Once the lease time expires,
the VM is shutdown (powered-off). The lease time end is not limited because it is a calendar selection.
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM.
On the toolbar, click the Configure Lease Time button.
In the Configure Lease Time dialog box, check the Set Lease Time check box. Complete the following
fields:
Name
Description
VM Name field
The name of the VM.
This field cannot be edited
Lease Date/Time calendar, drop-down lists, radio
buttons
Step 7
The lease date and time of the VM. There are
calendars for the Date, drop-down lists for the Time
(hour and minute), and radio buttons for AM or PM.
Click Submit.
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Managing VM Actions
Managing VM Actions
The other VM action menus can be brought up by right clicking on a VM for a shortened menu, or for a
complete menu, you can highlight a VM and click on the down arrow at the right side of the toolbar.
Following are the other VM actions:
• View VM Details—You can access individual VMs to view details such as summary reports, vNICs,
disks, snapshots, and so on.
• Stack View—You can view stacks of information about a particular VM including OS, hypervisor, and
infrastructure information.
• Delete a VM—You can delete a VM from the list. Only a powered-off VM can be deleted.
• Create a VM Disk—You can add an additional disk with a custom size to a VM.
• Delete a VM Disk—You can delete a disk.
• Add vNICs—You can add multiple vNICs to a VM. You also have the option to add or replace a vNIC
in a VM. The options for vNICs depends upon the network policy mapped to the VDC that is associated
to the VM.
• Launch VM Client—You can set up either web access, remote desktop, or VNC console preferences to
a VM.
• Assign VM—You can assign a VM to a group or VDC and modify the category of the VM. You can
set the provisioning time, termination time, and label for a VM.
• Access VM Credentials—You can access a VM’s login credentials when it is set up for web or remote
desktop access, but only if the administrator provides the privileges in the catalog from which the VM
is provisioned.
• Inventory Collection Request for VM—You can choose a VM and request for on-demand inventory
collection for that VM.
• Test VNC—You can testing VNC connectivity for troubleshooting purposes.
• Clone—You can clone or make a copy of an existing VM in order to make a new VM with the same or
similar qualities.
• Move a VM to VDC—You can move a VM to a VDC so that the rules of the VDC system policy are
followed in the VM.
• VM Resync—You can choose to set the number of minutes to have a VM resynchronize its time
periodically with Cisco UCS Director.
Viewing VM Details
Before You Begin
You must be logged in to the appliance to complete this task.
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Using Stack View
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM from the list.
On the toolbar, click the View Details button.
Using Stack View
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
On the toolbar, click the Stack View button.
Deleting a VM
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Delete VM.
Step 6
In the VM Task dialog box, enter an optional comment and schedule the action to execute now or later.
Note
If you choose Execute Later, you must specify a
time.
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Creating a VM Disk
Step 7
Click Proceed.
Creating a VM Disk
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Create VM Disk.
In the Create VM Disk dialog box, complete the following fields:
Name
Description
VM Name field
The name of the VM.
This name cannot be edited.
New Disk Size (GB) field
The disk size for the VM in GB.
Choose a disk type drop-down list
Choose the disk label.
Choose Datastore drop-down list
Choose a datastore.
Note
Thin Provision check box
Check the check box to add a thin provisioned disk
to the VM.
Note
Step 7
The datastore choices that are available
depends upon the storage policy that is
associated to the VM (VM’s VDC).
Thin provisioning enables dynamic
allocation of the physical storage capacity
to increase VM storage utilization.
Click Create.
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Deleting a VM Disk
Deleting a VM Disk
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Delete VM Disk.
Step 7
Click Delete.
In the Delete VM Disk dialog box, choose the disk name from the drop-down list.
Adding vNICs
Note
When you add a vNIC VM, only the Port Group Name and Adapter Type values are modified. The IP
address of the VM is changed only if DHCP is enabled on the selected port group. However, the IP address
is not modified if it is sourced from a static pool policy.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Add vNICs.
In the Add VM vNICS window, choose Add from the Operation drop-down list.
This operation is not allowed if the additional vNIC limit that is configured in the network policy is exceeded.
Step 7
Step 8
Click Add (+).
In the Add Entry to VM Networks dialog box, complete the following fields:
Name
Description
NIC Alias drop-down list
Choose a NIC alias from the list.
Port Group Type display-only drop-down list
Choose a port group from the list.
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Replacing a vNIC
Name
Description
Port Group Name drop-down list
Choose a port group name from the list.
Adapter Type display-only drop-down list
Choose the adapter type.
The choice is available only if the NIC alias does not
have Copy Adapter Type from Template chosen in
the network policy.
DHCP check box
If checked, the IP is assigned using DHCP.
You cannot edit this field.
Static IP Pool field
The static IP address pool.
Network Mask field
The network mask.
Gateway IP Address field
The gateway IP address.
Note
Step 9
The NIC Alias, Port Group Name, Adapter Type, DHCP, and Static IP Pool choices depend
upon the settings in the network policies that are associated with the VM (VM’s VDC). For more
information about multiple NIC network policies, see Managing Policies, on page 93.
The VM is powered off to perform this action. The VM will power on once the action is completed.
Click Submit.
Replacing a vNIC
Note
When you replace a vNIC VM, only the Port Group Name and Adapter Type values are modified. The
IP address of the VM is changed only if DHCP is enabled on the selected port group. However, the IP
address is not modified if it is sourced from a static pool policy.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Add vNICs.
In the Add VM vNICS window, choose Replace from the Operation drop-down list.
This operation is not allowed if the additional vNIC limit that is configured in the network policy is exceeded.
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Step 7
Step 8
Choose a vNIC.
In the Add vNIC dialog box, complete the following fields:
Name
Description
NIC Alias drop-down list
Choose a NIC alias. Only the vNICs configured in
the network policy are visible here.
Port Group Name drop-down list
Choose a port group name from the list.
Adapter Type display-only drop-down list
Choose the adapter type.
The choice is available only if the choice of the NIC
alias does not have Copy Adapter Type from
Template chosen in the network policy.
Step 9
DHCP check box
Check the check box if you want the IP assigned using
DHCP.
Static IP Pool field
The static IP address pool.
Network Mask field
The network mask.
Gateway IP Address field
The gateway IP address.
Click Submit.
Note
The VM is powered off to perform this action. The VM is powered on once the action is completed.
The Replace operation removes all the existing vNICs from the VM and replaces them with the
vNICs that were added. This operation is not allowed if the additional vNIC limit, that is configured
in the network policy is exceeded.
The NIC Alias, Port Group Name, Adapter Type, DHCP, and Static IP Pool choices depend
upon the settings in the network policy that is associated to the VM (VM’s VDC). For more information
about multiple NIC network policies, see Managing Policies, on page 93.
Deleting vNICs
Before You Begin
You must be logged in to the appliance to complete this task.
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Launching the VM Client
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Delete vNICs.
Click the Select button in the Delete VM vNICs dialog box.
Step 7
In the Select Items dialog box, check the check box that is next to the vNIC to delete.
You can choose Check All to delete all vNICs.
Step 8
Step 9
Click Select.
Click Delete.
Launching the VM Client
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM from the list.
On the toolbar, choose Launch VM Client.
In the Launch Client dialog box, choose an access scheme for the VM Client.
You can choose Remote Desktop, Web Access, or VNC Console.
The VNC console is an Ajax-based console that has access to a VM. The console window can be
launched by using any standalone web browser. It does not require a dedicated browser plug-in and
it provides full VM control capabilities.
Click Proceed.
Note
Step 7
Enabling the VNC Console on a VM
Before You Begin
You must be logged in to the appliance to complete this task.
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Accessing the VNC Console Window for a VM
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Configure VNC.
Click Submit.
Click OK.
Cisco UCS Director automatically configures VNC console access to a VM when the request is submitted.
Accessing the VNC Console Window for a VM
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM from the list.
On the toolbar, choose Launch VM Client.
In the Launch Client dialog box, choose VNC Console as the Access Schema.
Step 7
Click Proceed.
Note
The ESX/ESXi server’s VNC ports (from 5900 to 5964) must be open on the hypervisor for a VMs
VNC console access.
Note
Cisco UCS Director provides automatic configuration of the VNC console for a VM. To configure,
you must open the required ports on the hypervisor.
Note
Hypervisors with ESX 4.X and ESXi 5.0 versions are supported to configure VNC console access.
Assigning a VM
Before You Begin
You must be logged in to the appliance to complete this task.
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Assigning a VM
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM from the list.
On the toolbar, click the Assign VM button.
In the Assign VM dialog box, complete the following fields:
Name
Description
VM Name display-only field
The name of the VM.
User Group drop-down list
Choose the user group.
VDC drop-down list
Choose the VDC.
Category drop-down list
Choose the category for the VM.
VM User Label field
The VM label if required.
Set Provision Time check box
Check the check box to set a specific provisioning
time for the VM.
Provision Date/Time calendar, drop-down lists, radio The VM’s provisioning date and time. There are
buttons
calendars for the Date, drop-down lists for the Time
(hour and minute), and radio buttons for AM or PM.
This option appears when Set Provision Time is
checked.
Set Termination Time check box
Check the check box to set a specific termination time
for the VM.
Termination Date/Time calendar, drop-down lists,
radio buttons
The VM’s termination date and time. There are
calendars for the Date, drop-down lists for the Time
(hour and minute), and radio buttons for AM or PM.
This option appears when Set Termination Time is
checked.
Comments field
Step 7
The comments if required.
Click Assign.
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VM Credentials
VM Credentials
The web or remote access login credentials for a VM can only be viewed if the administrator provides the
necessary privileges in the Catalog from which the VM is provisioned.
Viewing VM Credentials
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM from the list.
On the toolbar, click the Access VM Credentials button.
Using the Inventory Collection Request for a VM
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Inventory Collection.
Click Submit.
Testing VNC Connectivity
Testing VNC connectivity is used for troubleshooting purposes. If the test for VNC connectivity succeeds,
the host node IP address and VNC port number displays. For example: VNC connectivity intact
at 172.29.110.75:5921.
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Cloning a VM
However if connectivity fails, a failure message displays. For example: VM is not configured for
VNC yet.
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Test VNC.
In the Test VNC Connectivity dialog box, click Submit.
Use the result to troubleshoot VNC connectivity.
Note
If connectivity fails, there is no VNC port assigned to the VM IP address. For more information, see
Enabling the VNC Console on a VM, on page 197.
Cloning a VM
Cloning a VM is the same as making a copy of an existing VM in order to make a new VM with similar
qualities. Cloning can save you time by keeping the parameters that you want from the VM you are cloning
from while making adjustments needed for the new VM. The new name given to the clone is defined in the
system policy.
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Clone.
In the Clone VM dialog box, complete the following fields:
Name
Description
Select Group drop-down list
Choose a predefined group to clone. The Default
Group is chosen by default.
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Name
Description
Use Linked Clone check box
Check this check box to clone a VM from a linked
clone.
Note
Select Snapshot Type drop-down list
A linked clone is a copy of a virtual machine
that shares virtual disks with the parent VM.
A linked clone is made from a snapshot of
the parent VM. A linked clone must have
access to the parent VM. Without access to
the parent VM, a linked clone is disabled.
Select the snapshot that is associated with the linked
clone.
You can choose one of the following:
• Existing Snapshot
• New Snapshot
Select Existing Snapshot field
Click Select to view a list of existing snapshots.
Select a snapshot from the list, and click Select.
Note
Snapshot Name field
Specify a name for the snapshot.
Note
Step 7
Step 8
This field appears only when you select
Existing Snapshot.
This field appears only when you select New
Snapshot.
Click Next.
In the Customization Options pane, complete the following fields:
Name
Description
Category drop-down list
Choose the VM category you want.
Credential Options drop-down list
Choose to allow or disallow users to retrieve VM
access credentials (shared).
The Do not share option is chosen if the administrator
wants to send the credentials privately to another user
outside Cisco UCS Director.
Provision all disks in a single datastore check box Check this check box to have all the VM disks, in the
previously configured single datastore, provisioned.
User ID field
The user ID.
This option appears when you choose either of the
share options under Credential Options.
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Name
Description
Password field
The user password.
This option appears when you choose either of the
share options under Credential Options.
Automatic Guest Customization check box
The Enable check box is checked.
Post Provisioning Custom Actions check box
Click Enable to attach a workflow. The Workflow
drop-down list appears with a list of work flows to
choose from. The chosen workflow initiates when the
provisioning starts.
VM App Charge Frequency drop-down list
Choose Hourly or Monthly.
Active VM Application Cost field
The cost for the application that is included in the
template.
Inactive VM Application Cost field
The cost to this catalog of a VM in inactive state per
hour or month.
Step 9 Click Next.
Step 10 In the Deployment Configuration pane, complete the following fields:
Name
Description
Select VDC drop-down list
Choose a VDC containing the policies you want for
the VM.
Comment field
Optionally, enter a description of the VDC.
Provision drop-down list
Choose Now to provision the VDC now or choose
Later to provision the VDC later.
If you choose Later, then fields to specify the date,
and time appear.
Lease Time check box
Check the check box to configure a lease expiration
time.
Days field
Specify the number of days for the lease time.
Note
Hours field
This field appears only when you select the
Lease Time checkbox
Specify the number of hours for the lease time.
Note
This field appears only when you select the
Lease Time checkbox
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Step 11 Click Next.
Step 12 In the Custom Specification pane, complete the following fields:
Name
Description
CPU Cores drop-down list
Choose the CPU cores for the VM being provisioned.
Memory drop-down list
Choose the amount of memory for the VM being
provisioned.
Step 13 Click Next.
Step 14 In the Select Datastores pane, complete the following fields:
Name
Description
VM Disks pencil icon
Click the VM Disks pencil icon (if a disk is available)
to assign any applicable datastores to the applicable
disk.
Step 15 In the Edit VM Disks Entry pane, complete the following fields:
Name
Description
Disk Name
The name of the VM disk to which data stores are
assigned.
Disk Type
Choose the VM disk type. For example: System.
Selected Datastores
Choose the data stores that you want for this VM disk.
The data store choices that appear are from the data
storage policy attached to the VDC.
Step 16 Click Submit.
Step 17 Click Next.
Step 18 In the Select VM Networks panel, choose from the following fields:
Name
Description
VM Disks pencil icon
Click this icon to edit a VM network.
The Select VM Networks panel is empty unless the Allow end user to select optional NICs check
box is chosen in the network policy.
Step 19 In the Select dialog box choose the cloud(s) you want associated with the VM.
Step 20 Click Submit.
Step 21 Review the cloned VM information in the Summary panel.
Step 22 Click Submit.
Note
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Moving a VM to VDC
The cloned VM gets its new name from the VDC policy.
Moving a VM to VDC
A VM is moved to a VDC so that the rules of the VDC system policy are followed in the VM. The existing
VM is replaced by the one that is moved to the VDC.
Note
The old VM is deleted. The new VM name is given according to the system policy.
Before You Begin
You must be logged in to the appliance to complete this task.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Move VM to VDC.
In the Move VM to VDC dialog box, you can make modifications to the VM that you are moving in the same
way you did when cloning a VDC. For more information, see Cloning a VM, on page 201.
Resynchronizing a VM
Before You Begin
You must be logged in to the appliance to complete this task.
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Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
On the menu bar, choose Virtual > Compute.
Choose the cloud name.
Choose the VMs tab.
Choose a VM and click the down arrow button on the right side of the toolbar.
From the drop-down list, choose Resync VM.
In the Resync VM dialog box, choose the number of minutes from 0 to 30 from the Max Wait Time drop-down
list.
Click Submit.
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CHAPTER
16
Managing CloudSense Analytics
This chapter contains the following sections:
• About CloudSense Analytics, page 207
• Generating a Report, page 208
• Generating an Assessment, page 208
About CloudSense Analytics
CloudSense Analytics in Cisco UCS Director provide visibility into the infrastructure resources utilization,
critical performance metrics across the IT infrastructure stack, and capacity in real time. CloudSense
significantly improves capacity trending, forecasting, reporting, and planning of virtual and cloud infrastructures.
You can generate the following reports with CloudSense:
• Billing Report for a Customer
• EMC Storage Inventory Report
• NetApp Storage Inventory Report
• NetApp Storage Savings Per Group
• NetApp Storage Savings Report
• Network Impact Assessment Report
• Organizational Usage of Virtual Computing Infrastructure
• PNSC Account Summary Report
• Physical Infrastructure Inventory Report for a Group
• Storage Dedupe Status Report
• Storage Inventory Report For A Group
• Thin Provisioned Space Report
• UCS Data Center Inventory Report
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Managing CloudSense Analytics
Generating a Report
• VM Activity Report by Group
• VMware Host Performance Summary
• Virtual Infrastructure and Assets Report
Generating a Report
Before You Begin
You must be logged in to the appliance before completing this task.
Procedure
Step 1
Step 2
Step 3
On the menu bar, choose CloudSense > Reports .
From the left panel, choose the report.
Click Generate Report.
This step generates a new instant report in either HTML or PDF format.
Generating an Assessment
Before You Begin
You must be logged in to the appliance before completing this task.
Procedure
Step 1
Step 2
On the menu bar, choose CloudSense > Assessments.
Click Virtual Infrastructure Assessment Report.
Step 3
Click Generate Report.
This step generates a new instant report in either HTML or PDF format.
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APPENDIX
A
Appendix
This chapter contains the following topic:
• Configuring the VNC Console on an ESX Server, page 209
Configuring the VNC Console on an ESX Server
Before You Begin
Open the ESX/ESXi server's VNC ports (5900 - 5964) on the hypervisor for VM VNC console access. Cisco
UCS Director provides automatic configuration of VNC console for a VM.
Note
For now hypervisors with ESX 4.X and ESXi 5.0 versions are supported to configure VNC console access.
Procedure
Step 1
Step 2
Login to ESXi5.x host.
Using the shell, run the following command to disable the firewall configuration:
# cat /etc/vmware/firewall/vnc.xml
Step 3
Copy and paste the XML configuration to the vnc.xml file.
<!-- Firewall configuration information for VNC -->
<ConfigRoot>
<service>
<id>VNC</id>
<rule id='0000'>
<direction>inbound</direction>
<protocol>tcp</protocol>
<porttype>dst</porttype>
<port>
<begin>5901</begin>
<end>6000</end>
</port>
</rule>
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Configuring the VNC Console on an ESX Server
<rule id='0001'>
<direction>outbound</direction>
<protocol>tcp</protocol>
<porttype>dst</porttype>
<port>
<begin>0</begin>
<end>65535</end>
</port>
</rule>
<enabled>true</enabled>
<required>false</required>
</service>
</ConfigRoot>
Step 4
Refresh the firewall rules and verify that the new configuration is accurately loaded.
~ # esxcli network firewall refresh
~ # esxcli network firewall ruleset list | grep VNC
VNC
true #****************************************
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