Cisco UCS Director Installation and Upgrade on VMware vSphere,
Release 4.0
First Published: August 14, 2013
Last Modified: October 31, 2013
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Text Part Number: OL-30144-05
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CONTENTS
Preface
Preface v
Audience v
Conventions v
Related Documentation vii
Documentation Feedback vii
Obtaining Documentation and Submitting a Service Request vii
CHAPTER 1
Overview 1
About Cisco UCS Director 1
Features and Benefits 2
Physical and Virtual Management Features 3
About Cisco UCS Director for VMware vSphere 4
Prerequisites 4
Minimum System Requirements 5
About Licenses 5
Fulfilling the Product Access Key 5
CHAPTER 2
Installing Cisco UCS Director 7
Installing Cisco UCS Director on VMware vSphere 7
Configuring the Network Interface using Shelladmin 9
Changing the Default Password 9
Updating the License 10
Reserving System Resources 10
CHAPTER 3
Restarting Cisco UCS Director 13
Restarting Cisco UCS Director 13
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Contents
CHAPTER 4
Upgrading Cisco UCS Director 15
Supported Versions 15
Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit to Cisco UCS Director
4.0(1) 32-bit 16
Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit to Cisco UCS Director
4.0(1) 64-bit 16
APPENDIX A
Ports 19
Port List 19
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Preface
This preface contains the following sections:
• Audience, page v
• Conventions, page v
• Related Documentation, page vii
• Documentation Feedback, page vii
• Obtaining Documentation and Submitting a Service Request, page vii
Audience
This guide is intended primarily for data center administrators who use Cisco UCS Director and who have
responsibilities and expertise in one or more of the following:
• Server administration
• Storage administration
• Network administration
• Network security
In addition, we recommend that you have knowledge of and experience with virtualization technologies.
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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Related Documentation
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
Related Documentation
Cisco UCS Director Documentation Roadmap
For a complete list of Cisco UCS Director documentation, see the Cisco UCS Director Documentation
Roadmap available at the following URL: http://www.cisco.com/en/US/docs/unified_computing/ucs/
ucs-director/doc-roadmap/b_UCSDirectorDocRoadmap.html.
Cisco UCS Documentation Roadmaps
For a complete list of all B-Series documentation, see the Cisco UCS B-Series Servers Documentation Roadmap
available at the following URL: http://www.cisco.com/go/unifiedcomputing/b-series-doc.
For a complete list of all C-Series documentation, see the Cisco UCS C-Series Servers Documentation Roadmap
available at the following URL: http://www.cisco.com/go/unifiedcomputing/c-series-doc.
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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Preface
Obtaining Documentation and Submitting a Service Request
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CHAPTER
1
Overview
This chapter contains the following sections:
• About Cisco UCS Director, page 1
• About Cisco UCS Director for VMware vSphere, page 4
• Prerequisites, page 4
• Minimum System Requirements, page 5
• About Licenses, page 5
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 bare-metal
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
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Overview
Features and Benefits
• Manage, monitor, and report on Cisco UCS domains and their components
• Extend virtual service catalogs to include physical infrastructures services
• Manage secure multitenant environments to accommodate virtualized workloads that run with
nonvirtualized workloads
Features and Benefits
Feature
Central management
Benefit
• Single interface for administrators to monitor, provision, and manage
the system across physical, virtual, and bare-metal environments
• Unified dashboards, reports, and heat maps, which reduce troubleshooting
and performance bottlenecks
Self-service catalog
Adaptive provisioning
Dynamic capacity
management
• End users can order and deploy new infrastructure instances following
IT-prescribed policies and governance.
• Real-time available capacity, internal policies, and application workload
requirements can be used to optimize the availability of the right
resources.
• Continuous monitoring indicates real-time infrastructure consumption
to improve capacity planning and management
• Underutilized and overutilized resources are identified
Multiple hypervisor support
Computing management
• Support for VMware ESX, Microsoft Hyper-V, and Red Hat hypervisors
• Monitors, manages, and provisions physical, virtual, and bare-metal
servers, as well as blades.
• End users can implement virtual machine lifecycle management and
business continuance through snapshots.
• Administrators can access server utilization trending analysis.
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Overview
Physical and Virtual Management Features
Feature
Benefit
Network management
• Policy-based provisioning of physical and virtual switches and dynamic
network topologies
• Administrators can 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.
Storage management
• Policy-based provisioning and management of filers, virtual filers
(vFilers), logical unit numbers (LUNs), and volumes
• Unified dashboards give administrators comprehensive visibility into
organizational usage, trends, and capacity analysis details.
Cisco CloudGenie
• Mobile management from Apple iPad and iPhone and Android devices
• Mobile self-service provisioning, virtual machine management, and
viewing of administrative dashboards
Physical and Virtual Management Features
Physical Server Management
• Discover and collect configurations and changes
• Monitor and manage physical servers
• Perform policy-based server provisioning
• Manage blade power
Virtual Computing Management
• Discover, collect, and monitor virtual computing
environments
• Perform policy-based provisioning and dynamic
resource allocation
• Manage the host server load and power
• Manage the server lifecycle
• Perform server use trending and capacity
analysis
• Manage the VM lifecycle and snapshots
• Perform analytics to assess VM capacity and
sprawl, and host utilization
• Perform bare-metal provisioning using preboot
execution environment (PXE) boot management
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Overview
About Cisco UCS Director for VMware vSphere
Physical Storage Management
• Discover, collect, and monitor storage filers
• Perform policy-based provisioning of vFilers
• Provision and map volumes
• Create and map LUN and iGroup instances
• Perform SAN zone management
• Monitor and manage network-attached storage
(NAS) and SAN-based storage
• Implement storage best practices and
recommendation
Physical Network Management
• Discover, collect, and monitor physical network
elements
• Provision VLANs across multiple switches
• Configure ACLs on network devices
• Configure the storage network
• Implement dynamic network topologies
Virtual Storage Management
• Discover, collect, and monitor storage vFilers
and storage pools
• Perform policy-based storage provisioning for
thick and thin clients
• Create new data stores and map them to virtual
device contexts (VDCs)
• Add and resize disks to VMs
• Monitor and manage organizational storage use
• Perform virtual storage trend and capacity
analysis
Virtual Network Management
• Add networks to VMs
• Perform policy-based provisioning with IP and
DHCP allocation
• Configure and connect vNICs to VLANs and
private VLANs
• Create port groups and port profiles for VMs
• Monitor organizational use of virtual networks
About Cisco UCS Director for VMware vSphere
Cisco UCS Director can be hosted on VMware vSphere or vCenter, as well as HyperV Manager.
Prerequisites
• Installation of VMware vCenter
• Configured system administrator privileges
• Cisco UCS Director deployed on a VMware vCenter host
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Overview
Minimum System Requirements
Minimum System Requirements
Table 1: Minimum System Requirements
Note
Element
Minimum Supported Requirement
vCPU
4
Memory
8 GB
Hard disk
40 GB
For optimal performance, reserve additional CPU and memory resources.
About Licenses
You must obtain a license to use Cisco UCS Director, as follows:
1 Before you install Cisco UCS Director, generate the Cisco UCS Director license key and claim a certificate
(Product Access Key).
2 Register the Product Access Key (PAK) on the Cisco software license site, as described in Fulfilling the
Product Access Key, on page 5.
3 After you install Cisco UCS Director, update the license in Cisco UCS Director as described in Updating
the License, on page 10.
4 After the license has been validated, you can start to use Cisco UCS Director.
Tip
If you want to evaluate Cisco UCS Director, you must first obtain an evaluation license from the Cisco
Sales Acceleration Center at [email protected].
Fulfilling the Product Access Key
Before You Begin
You need the PAK number.
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Overview
Fulfilling the Product Access Key
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Navigate to the Cisco Software License website: http://www.cisco.com/go/license
In the Enter a Single PAK or TOKEN to Fulfill field, enter the PAK number.
Click Fulfill Single PAK/TOKEN.
Complete the additional fields in Licensee Information to register your PAK:
Name
Description
Organization Name
The organization name.
Site Contact Name
The site contact name.
Street Address
The street address of the organization.
City/Town
The city or town.
State/Province
The state or province.
Zip/Postal Code
The zip code or postal code.
Country
The country name.
Click Issue Key.
The features for your license appear, and an email with the Digital License Agreement and a zipped license
file is sent to the email address you provided.
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CHAPTER
2
Installing Cisco UCS Director
This chapter contains the following sections:
• Installing Cisco UCS Director on VMware vSphere, page 7
• Updating the License, page 10
• Reserving System Resources, page 10
Installing Cisco UCS Director on VMware vSphere
Before You Begin
You need administrator privileges to connect to VMware vSphere or vCenter.
Note
If you do not want to use DHCP, you need the following information: IP address, subnet mask, and default
gateway.
Procedure
Step 1
In the VMware vSphere (or vCenter) Client login dialog box, enter your login credentials.
Step 2
Step 3
Click Login.
In the Navigation pane, choose the Data Center for Cisco UCS Director deployment.
Step 4
Choose File > Deploy OVF Template.
The Deploy OVF Template window appears.
Step 5
In the Source pane, do one of the following to choose your OVF source location:
• Browse to the location, choose the file, and click Open.
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Installing Cisco UCS Director
Installing Cisco UCS Director on VMware vSphere
• Deploy from a URL on your local area network. Replace FQDN (Fully Qualified Domain Name) with
the IP address or domain name, and click Next.
Step 6
In the OVF Template Details pane, verify the details and click Next.
Step 7
In the End User License Agreement pane, read the license agreement, and click Accept.
Step 8
In the Name and Location pane, do the following:
a) (Optional) In the Name field, edit the VM name.
b) Choose the Data Center where Cisco UCS Director is being deployed, and click Next.
Step 9
In the Host/Cluster pane, choose the required host, cluster, or resource pool, and click Next.
Step 10 In the Datastore pane, choose the location to store Cisco UCS Director VM files, and click Next.
Step 11 In the Disk Format pane, choose one of the following radio buttons and click Next:
• Thin Provisioned format—To allocate storage on demand as data is written to disk.
• Thick Provisioned (Lazy Zeroed) format —To allocate storage immediately in thick format.
• Thick Provisioned (Eager Zeroed) format —To allocate storage in thick format. It might take longer
to create disks using this option.
Step 12 In the Network Mapping pane, choose your network and click Next.
Step 13 In the IP Address Allocation pane, make sure the DHCP check box is checked.
Step 14 Click Next.
Step 15 In the Ready to Complete pane, verify the options selected, and click Finish.
Step 16 Make sure you have sufficient vCPU and memory to power on the VM.
Step 17 Power on the VM.
Optionally you can configure network properties from the shelladmin.
Step 18 When the appliance starts up, do the following when you are prompted about whether to continue with DHCP
or configure a static IP address:
• If DHCP is enabled, enter no to ensure that IP addresses are assigned automatically.
• If you want to use a static IP address, enter yes and then enter the following information:
◦IP address
◦Gateway
◦Netmask
Step 19 When you are prompted to continue with the configuration, enter y.
Wait for the appliance to boot up before you continue.
Step 20 After the appliance has booted up, copy and paste the Cisco UCS Director IP address that appears into a
supported web browser to access the Login page.
Step 21 On the Login page, enter admin as the username and admin for the login password.
Note
Change your admin password after this initial
login.
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Installing Cisco UCS Director
Configuring the Network Interface using Shelladmin
What to Do Next
Update your license.
Configuring the Network Interface using Shelladmin
This procedure is optional.
Procedure
Step 1
Log into the Cisco UCS Director VM console with the following credentials:
a) User—shelladmin
b) Password—changeme
Step 2
At the Select prompt, enter 14 (Configure Network Interface).
Step 3
At the Do you want to Configure static IP [y/n] prompt, enter one of the following
choices:
• If DHCP is enabled, enter no (IP addresses are assigned automatically)
• To configure static IP, enter yes, and then enter the following:
◦IP address
◦Netmask
◦Gateway
◦DNS Server 1
◦DNS Server 2
Changing the Default Password
Procedure
Step 1
Step 2
Click Administration and choose Users and Groups.
On the Login Users pane, right-click on the admin user.
Step 3
In the Change Password dialog box, enter the new password and confirm it.
Step 4
Click Save.
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Installing Cisco UCS Director
Updating the License
Updating the License
Tip
If you want to evaluate Cisco UCS Director, you must first obtain an evaluation license from the Cisco
Sales Acceleration Center at [email protected].
Before You Begin
If you received a zipped license file by email, extract and save the .lic file to your local machine.
Procedure
Step 1
Step 2
Step 3
Step 4
To update your license, choose Administration > System Administration.
Click Update License.
In the Update License dialog box, do one of the following:
• To upload a .lic file, click Browse, navigate to and select the .lic file, then click Upload.
• For a license key, check the Enter License Text check box then copy and paste the license key only
into the License Text field. The license key is typically at the top of the file, after Key ->.
You can also copy and paste the full text of a license file into the License Text field.
Step 5
Click Submit.
The license file is processed, and a message appears confirming the successful update.
Reserving System Resources
For optimal performance, we recommend reserving extra system resources for Cisco UCS Director beyond
the minimum system requirements.
Procedure
Step 1
Step 2
Log into VMware vCenter.
Choose the VM for Cisco UCS Director.
Note
The VM must be shut down in order to edit
resources.
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Installing Cisco UCS Director
Reserving System Resources
Step 3
Step 4
Step 5
In VMware vCenter, click the Resource Allocation tab to view the current resource allocations, and click
Edit.
In the Virtual Machine Properties pane, edit resource allocations by choosing a resource and entering the
new values.
Verify that the new resource allocations have been made.
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Installing Cisco UCS Director
Reserving System Resources
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3
Restarting Cisco UCS Director
This chapter contains the following sections:
• Restarting Cisco UCS Director, page 13
Restarting Cisco UCS Director
If you see errors after installing Cisco UCS Director, log into the Secure Shell (SSH) client and run scripts to
verify whether services are running or not.
Procedure
Step 1
Using the Cisco UCS Director IP address, log in with the following credentials:
a) User—shelladmin
b) Password—changeme
Step 2
Verify that all the following services appear. If any do not appear, use SSH to restart services.
1. Change shelladmin password
2. Display services status
3. Stop services
4. Start services
5. Stop database
6. Start database
7. Backup database
8. Restore database
9. Time sync
10.Ping hostname/IP address
11.Show version
12.Import CA Cert (JKS) file
13.Import CA Cert (PEM) file
14.Configure network interface
15.Display network details
16.Enable database for Cisco UCS Director Baremetal Agent
17.Add Cisco UCS Director Baremetal Agent hostname/IP
18.Tail inframgr logs
19.Apply patch
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Restarting Cisco UCS Director
Restarting Cisco UCS Director
20.Shutdown appliance
21.Reboot appliance
22.Quit
Step 3
At the SELECT prompt, enter 2 to display the services status.
Step 4
Verify that all the following services appear:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Broker
Controller
Eventmgr
Client
Idaccessmgr
Inframgr
Tomcat
Websock
Database (mysqlid)
Step 5
To stop services, at the SELECT prompt, enter 3.
Step 6
To verify that all services are stopped, at the SELECT prompt, enter 2.
Note
Services that start in the background do not appear in the window.
Step 7
To start services again, at the SELECT prompt, enter 4.
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4
Upgrading Cisco UCS Director
This chapter contains the following sections:
• Supported Versions, page 15
• Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit to Cisco UCS Director 4.0(1) 32-bit,
page 16
• Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit to Cisco UCS Director 4.0(1) 64-bit,
page 16
Supported Versions
The upgrade path from Cisco Unified Infrastructure Controller (3.x) code level to any code level of Cisco
UCS Director 4.0 is supported.
The upgrade patch ucsd_patch_4_0_0_2.zip is available on Cisco.com.
Old Version
New Version
3.4.0.1
4.0
3.4.1.2
4.0
3.4.1.3
4.0
3.4.1.4
4.0
3.4.1.1 > 3.4.1.2 > 3.4.1.3 > 3.4.1.4 4.0
Note
Cisco Unified Infrastructure Controller 3.x (32 bit) OS level migration is not supported for Cisco UCS
Director 4.0 (64 bit).
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Upgrading Cisco UCS Director
Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit to Cisco UCS Director 4.0(1) 32-bit
Note
You can use (or reuse) the legacy license (the Cisco Cloupia Production key) with the Cisco UCS Director
4.0 release.
Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit
to Cisco UCS Director 4.0(1) 32-bit
Before You Begin
A patch is available from http://www.cisco.com to upgrade the Cisco Unified Infrastructure Controller 3.x
32-bit appliance to the Cisco UCS Director 4.0(1) 32-bit appliance. After downloading it, an FTP or HTTP
server is required to install it.
To back up the Cisco Unified Infrastructure Controller 3.x 32-bit appliance database, you need the FTP server
information.
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Start the Cisco Unified Infrastructure Controller 3.x 32-bit appliance.
In the shelladmin, enter 3 to stop all services in the Cisco Unified Infrastructure Controller 3.x 32-bit appliance.
Verify that all services are stopped by entering 2.
Back up the Cisco Unified Infrastructure Controller 3.x 32-bit appliance database by entering 7.
To apply the patch, enter 19.
When prompted, enter the location of the patch.
Example:
Step 7
Step 8
ftp://<username>:<password>@<hostname|IP address>/<patch location and name>
Wait for the download and installation to complete.
When prompted, start services by entering 4.
Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit
to Cisco UCS Director 4.0(1) 64-bit
Before You Begin
To back up the Cisco Unified Infrastructure Controller 3.x 32-bit appliance database, you need the FTP server
information.
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Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit to Cisco UCS Director 4.0(1) 64-bit
Procedure
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Step 8
Start the Cisco Unified Infrastructure Controller 3.x 32-bit appliance.
In the shelladmin, enter 3 to stop all services in the Cisco Unified Infrastructure Controller 3.x 32-bit appliance.
Verify that all services are stopped by entering 2.
Back up the Cisco Unified Infrastructure Controller 3.x 32-bit appliance database by entering 7.
Install the Cisco UCS Director 4.0(1) 64-bit appliance as a new appliance, following the installation instructions
in this guide.
Log into the shelladmin, and stop the services in the Cisco UCS Director 4.0(1) 64-bit appliance by entering
3.
On the Cisco UCS Director 4.0(1) 64-bit appliance, import (recover) the Cisco Unified Infrastructure Controller
database by entering 8.
Restart services by entering 4.
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Upgrading Cisco UCS Director
Upgrading from Cisco Unified Infrastructure Controller 3.x 32-bit to Cisco UCS Director 4.0(1) 64-bit
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APPENDIX
A
Ports
This appendix contains the following sections:
• Port List, page 19
Port List
Name
Description
SSH Port
22
HTTP (S)
80/443
Citrix licensing
TCP 27000 & 7279, 8082 (Mgmt)
Virtual Desktop Agent for Desktops
TCP 2598/1494/2112/2513
DHCP
UDP 67 & 68
Active Directory
TCP / UDP 389/636 & TCP 3268/3269
DNS
TCP/UDP 53
NTP
TCP/UDP 123
MySQL
3306
Cisco UCS Director + VNC Connectivity
8787 and 599
Cisco UCS Director + RDP Connectivity
3389
Cisco UCS Director + NetApp Connectivity
80/443/8080
Cisco UCS Director + UCSM Connectivity
80/443
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Ports
Port List
Name
Description
Cisco UCS Director + vCenter Connectivity
80/443
RDP
3389
SMB/RPC
TCP 135/445
Kerberos
TCP/UDP 88
nbname
TCP/UDP 137
nbdatagram
TCP/UDP 138
nbsession
TCP/ 139
DDC <--> vCenter
80 /443
DDC <--> Virtual Desktops
8080 Thru ICA
Users (Citrix Recvr) <--> Virtual Desktops
1494, 2598, 2512, 2513
DDC <--> Active Directory
389/636 (LDAP Ports)
Virtual Desktops <--> Active Directory + DNS
389/636, 3268/3269, 53
PowerShell Agent <-> Xendesktop à thru WinRM
5985 / 5896
CUIC <--> PowerShell Agent
43891
XenApp
TCP 80/8081
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