Cisco Intelligent Automation for Cloud
Installation Guide
Release 4.0
Published: April 4, 2014
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Text Part Number: OL-29973-01
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Cisco Intelligent Automation for Cloud 4.0 User Guide
© 2014 Cisco Systems, Inc. All rights reserved.
Preface
This guide describes how to install Cisco Intelligent Automation for Cloud 4.0, and how to configure the
software for first time use.
Audience
This guide is for administrators who are responsible for setting up, maintaining, and configuring
Intelligent Automation for Cloud 4.0. The tasks in this guide are typically performed exclusively by
Cisco Administrators.
Related Documentation
See the Cisco Intelligent Automation for Cloud 4.0 Documentation Overview for a list of all available
guides for Cisco Intelligent Automation for Cloud 4.0.
Note
We sometimes update the documentation after original publication. Therefore, you should occasionally
review the documentation on Cisco.com for possible updates.
Obtaining Documentation and Submitting a Service Request
For information on obtaining documentation, using the Cisco Bug Search Tool (BST), submitting a
service request, and gathering additional information, see What’s New in Cisco Product Documentation
at: http://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.html.
Subscribe to What’s New in Cisco Product Documentation, which lists all new and revised Cisco technical
documentation, as an RSS feed and deliver content directly to your desktop using a reader application. The
RSS feeds are a free service.
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CONTENTS
CHAPTER
1
Ensuring Required Prerequisites Are Ready-to-Go
Cisco IAC Components
1-1
1-1
Checking Required Prerequisites 1-2
Setting Up Your Networks 1-3
Preparing Storage Management 1-3
Preparing Cisco UCS and Bare Metal Operating System Provisioning 1-4
Setting Up Cisco UCS Manager 1-4
Setting Up Cisco UCS Manager Pools 1-4
Setting Up Cisco UCS Manager Service Profile Templates and Policies
Preparing VMware Software 1-5
Setting Up Organizations and Users Preparation 1-6
CHAPTER
2
Installing and Configuring Optional Software
Understanding Cisco Server Provisioner
1-4
2-1
2-1
Understanding Cisco Prime Network Services Controller 2-2
Understanding Cisco UCS Director 2-2
Understanding Cisco UCS Manager 2-2
Creating Cisco UCS Manager Pools 2-2
Understanding Cisco UCS Manager Service Profile Templates and Policies
Storage Management 2-3
Preparing the Directory and Mail Server via LDAP and SMTP 2-4
VMware 2-4
OpenStack 2-5
Amazon EC2 2-5
CHAPTER
3
Installing Cisco Prime Service Catalog Using the Virtual Appliance
Understanding the Cisco IAC Virtual Appliance
2-2
3-1
3-1
Installing Prime Service Catalog via the Virtual Appliance .OVA 3-2
Completing the Three Sections of the Properties Window 3-4
CHAPTER
4
Installing Cisco Process Orchestrator 4-1
Download and Install Any Available Patches
4-1
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CHAPTER
5
Installing Cisco IAC 4.0 Automation Packs
Launching the Setup Wizard
5-1
5-1
Installing the Cisco IAC, Core, and Common Automation Packs
5-3
Installing the Cisco IAC-Specific Automation Packs 5-6
Installing the Intelligent Automation for Compute Pack 5-6
Installing the Intelligent Automation for Cloud Starter Pack 5-8
Installing the Intelligent Automation for Cloud Extension Samples (Optional)
Installing the Intelligent Automation for Cloud Pack 5-10
Completing the Process 5-10
Importing and Deploying Portal Packages 5-11
Copying the Cisco IAC Portlets Package and Extracting Files
Configuring Cisco Prime Service Catalog Stylesheets 5-12
Importing and Deploying Portal Pages 5-13
CHAPTER
6
Completing Optional Tasks
Configuring an LDAP Server
Configure Events
6-1
6-2
6-3
6-3
6-4
Creating a Security Group for Each User Role on the LDAP Server
Adding the nsAPI User to the Cloud Administration Group
Configuring User Role Mappings 6-6
Enabling Directory Integration
7
6-5
6-6
6-6
Administrative On-boarding of User Accounts
CHAPTER
5-11
6-1
Setting Up Active Directory Integration (If Applicable)
Prerequisites 6-1
Configuring Authentication
Configuring Mappings
5-9
6-7
Installing & Importing Additional Components
Installing and Configuring the REX Adapter
Installing the REX Adapter 7-2
7-1
7-1
Importing and Deploying Intelligent Automation for Cloud Service Catalogs
Importing and Deploying Prime Service Catalog Catalogs 7-3
Installing the Catalogs 7-3
Deploying the Catalogs 7-4
Deploying Patches 7-5
7-3
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CHAPTER
8
Using the Cisco IAC Virtual Appliance in Management Mode
Installing the Virtual Appliance in Management Mode
Defining the Properties 8-2
CHAPTER
9
Configuring Cisco IAC With the Wizard
8-1
8-1
9-1
Accessing the Configuration Wizard 9-1
The Wizard Welcome Screen 9-2
Disabling Prime Service Catalog 9-2
Verifying the Custom Style 9-3
Configuring Agent Properties 9-4
Creating Service Accounts for Both REX Agent and nsAPI Users 9-4
Setting Username and Password for REX Set REX Agent Properties 9-8
Starting the REX Set Agent Properties Agent 9-8
Setting REX Agent Configuration 9-9
Starting All REX Agents 9-11
Configuring a DB Agent 9-12
Starting a DB Agent 9-13
Configuring the nsAPI Agent 9-14
Starting the nsAPI Agent 9-14
Setting Up Cloud Administration 9-15
Adding a Cloud Administrator Organization 9-15
Adding Cloud Administrators 9-16
Adding Cloud Administrators: Directory Service Users Only
Making nsAPI a Cloud Provider Technical Administrator 9-18
Adding Site Administrator Role to nsAPI User 9-18
Connecting Cisco Process Orchestrator 9-19
Starting All Other Agents 9-19
Initializing Cisco IAC Licensing 9-20
Connecting to the Cloud Infrastructure 9-21
Connecting Cisco IAC Management Appliance (Optional)
Connecting Cloud Infrastructure 9-24
Discovering Cloud Infrastructure (Optional) 9-25
Discovering Network Devices (Optional) 9-25
Registering Nexus 1000v Devices (Optional)
Managing PODs 9-27
Creating Network PODs (Optional)
Creating Compute PODs 9-29
9-17
9-22
9-26
9-27
Setting System-Wide Services and Provisioning
9-30
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Setting System-Wide Service Options 9-30
Specifying Provisioning Settings 9-31
Configuring the E-Mail Notification Templates 9-33
Assigning From Address for E-Mail Templates 9-33
Creating Resources for Network Services 9-34
Required Steps 9-34
Registering a Datastore 9-34
Creating a Service Network 9-35
Creating Infrastructure Networks 9-37
Creating an Internet Network (Optional) 9-38
Configuring Resources for Network Services (Optional) 9-38
Adding a Public Subnet to Network POD (Optional) 9-38
Completing the Setup
9-39
APPENDIX
A
Glossary of Terms
APPENDIX
B
Solution Prerequisites Checklists
A-1
Default Ports and Protocols
Limitations and Scalability
B-1
B-1
B-2
Storage Management Requirements
B-2
Cisco UCS Manager and Bare Metal Operating System Provisioning Requirements
VMware Software Requirements
B-3
Directory and Mail Server Requirements
Organizations and Users Preparation
Create a Virtual Datacenter
Create Shared Zone
B-3
B-4
B-4
B-4
Order VM From Templat
B-4
Order a VM and Install an Operating System
Order a Physical Server
Provision ESXi
APPENDIX
C
B-2
B-5
B-5
B-5
Solution Deployment Checklists
C-1
Cloud Infrastructure Setup Checklist
C-1
Cisco Process Orchestrator Setup Checklist
REX Adapter Installation Checklist
C-1
C-2
Directory Integration Setup Checklist (If Applicable)
Service Catalog Deployment Checklist
C-2
C-3
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Portal and Portlet Deployment Checklist
Cloud Administration Setup Checklist
C-3
C-3
Directory Integration Setup Checklist (If Applicable)
C-4
Cisco Intelligent Automation for Cloud Prerequisites
C-4
Email Notification Template Modification Checklist
Organizations and Users Setup Checklist
APPENDIX
D
C-4
C-5
Solution Deployment Worksheets for Cisco Intelligent Automation for Cloud 4.0
Hardware Specifications
Software Requirements
D-1
D-2
Database Connection Settings
D-2
Process Orchestrator Web Service Target Settings
Cisco Prime Service Catalog Credentials
SMTP Information
D-1
D-3
D-4
D-4
Process Orchestrator-Prime Service Catalog Integration API Connection User Account Credentials
Cisco Prime Service Catalog Request Center and Service Link User Account Credentials
REX Adapter Installation Settings
D-4
D-5
D-5
Directory Integration Settings (If Applicable)
LDAP Server Configurations D-6
Configure Authentication D-6
Configure Mapping D-6
Configure Events D-7
Mappings Settings D-7
Events Settings D-7
Cloud Administrator and Organization Settings
D-6
D-8
Cloud Platform Connection Settings D-8
VMware vCenter Server Connection Settings D-8
Cisco UCS Manager Connection Settings D-9
Cisco Server Provisioner Connection Settings D-9
Provisioning Settings
D-9
System-wide Service Options
Network Settings
POD Settings
D-10
D-10
D-11
Shared Zone Settings
D-11
Standards Settings (Optional) D-11
Lease Term Standards D-11
Operating Systems Standards D-12
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Server Size Standards D-13
VDC Size Standards D-14
APPENDIX
E
Processes List
E-1
Process Orchestrator Processes E-1
Processes E-1
Server Provisioning Processes E-1
Cloud Administration Action Handling Processes E-1
Cloud User Action Handling Processes E-2
Utility Processes E-3
Atomic Processes E-3
Portal Request Processes E-4
Data Synchronization Processes E-4
Validation Processes E-5
Process Extension Points E-5
CloudSync Discover Infrastructure E-5
Commission ESXi Host E-6
Commission Virtual Server E-6
Commission Physical Server E-6
Snapshots E-7
Connection Status/Platform Elements E-7
Virtual Data Centers (Process Extension Points) E-7
Network Management E-7
IPAM E-8
Cisco Server Provisioner E-8
Manage Servers E-8
Utilities E-8
Prime Service Catalog Services E-8
Services E-8
Commission Server Services E-8
Shared Provider Zone Services E-9
Virtual Data Center Services (PSC) E-9
Server Operations Services E-9
System Setup Services E-9
Tenant Management Services E-11
Service Extension Points E-11
Commission Server Services E-11
Shared Provider Zone Services E-12
Virtual Data Center Services E-12
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Server Operations Services E-12
System Setup Services E-13
Tenant Management Services (Post-Servicing)
APPENDIX
F
Privileges for vCenter Service Account
Privilege List
E-16
F-1
F-1
INDEX
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CH A P T E R
1
Ensuring Required Prerequisites Are
Ready-to-Go
Successful installation of Cisco IAC 4.0 requires that certain hardware and software prerequisites be in
place before you start the install process.
Cisco IAC Components
The figure that follows shows the deployment picture showing the Cisco IAC 4.0 and its major functional
components, which include (for the 4.0 release):
•
Cisco Prime Network Services Controller
•
Cisco Process Orchestrator
•
Cisco Prime Service Catalog
•
Cisco Server Provisioner
•
Cisco UCS Director
•
Cisco UCS Manager
•
External components:
– vCenter
– Amazon EC2
– Openstack
Tip
For the complete list of interoperable components and version/release information, please see the Cisco
Intelligent Automation for Cloud 4.0 Compatibility & Requirements Matrix.
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Ensuring Required Prerequisites Are Ready-to-Go
Checking Required Prerequisites
Figure 1-1
Major Components of Cisco IAC 4.0
Cisco Prime
Network Services
Controller
Cisco Process
Orchestrator
Cisco
Cisco Advanced
Services
Cisco
UCS Director
IAC
Cisco Server
Provisioner
370872
Cisco Prime
Service Catalog
Checking Required Prerequisites
Required prerequisite components include but are not limited to:
Note
•
Microsoft IIS
•
Microsoft .NET framework
Be sure to enable Microsoft IIS before installing .NET framework. This will automatically register
ASP.NET with Microsoft IIS.
•
Oracle and/or Microsoft SQL Server database
•
Java and JBoss
•
A web browser: Microsoft Internet Explorer, Mozilla Firefox, Google Chrome, or Apple Safari
Please check that these components are installed, configured, and running in the supported versions (see
the Cisco Intelligent Automation for Cloud 4.0 Compatibility Matrix for details) before you begin the
Cisco Intelligent Automation for Cloud installation process.
Tip
Please see Appendix B, “Solution Prerequisites Checklists,”for more details.
Note
Please refer to the installation guides for each component product for complete information on how to
install and configure the associated software; for example, see the Cisco Process Orchestrator guides for
complete information on Cisco Process Orchestrator.
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Chapter 1
Ensuring Required Prerequisites Are Ready-to-Go
Checking Required Prerequisites
Note
DBAs commonly have a convention or security policy requiring a user-naming scheme. Note that you
will most likely not be able to set the username of the service account according to your practices with
Cisco IAC 4.0.
Setting Up Your Networks
Prepare your networks to include the following requirements:
•
At least one VLAN to use as a destination network for provisioning servers. You can define a
destination network as a community, user, or management network when you create the network in
Prime Service Catalog.
– Community networks are used by the shared zone and any server owner can provision servers
to the shared zone.
– User networks are assigned to specific Virtual Data Centers owned by an organization.
– Management infrastructure within the cloud system may be used to manage cloud servers, for
example, for remote access and monitoring.
•
Optional:
– An unrouted VLAN for use by Cisco Server Provisioner for server deployment. This is only
needed if any of the following features are enabled: Virtual Machine and Install OS Ordering,
Physical Server Ordering, ESXi Provisioning.
– A VLAN to use as a destination network for ESXi hosts. This infrastructure network represents
the management network the host will use to communicate with your vCenter Platform Element.
This is only needed if the ESXi Provisioning feature is enabled.
Preparing Storage Management
Prepare your storage management system using the following information:
•
Install and configure Storage Area Network (SAN) storage or iSCSI storage required for Distributed
Resource Scheduler (DRS) clusters. For iSCSI or Network File System (NFS) storage solutions,
VMware supports Dynamic Host Configuration Protocol (DHCP.) It is important that any of these
solutions use DHCP, otherwise static IP information, wherever it is applicable, will have to be
configured manually after the automated process is complete.
•
Create the storage volumes that will be used for datastores and datastore clusters.
•
Configure Logical Unit Number (LUN) access in your storage management system and assign
World Wide Node Name (WWN) pools (see Setting Up Cisco UCS Manager Pools, page 1-4)
vCenter datastores map to or reference specific LUNs. These mappings will replicate to a new host if the
host blade has been given the same LUN access as all the other hosts in the cluster. This is accomplished
through WWN pools.
LUN configuration can be assigned to any WWN that is within a specific range. For a new host to be
assigned WWNs that are within that range, ensure that it is coming from the pre-defined pool. Whenever
a service profile is created from a service profile template for a blade, specify that the template generate
WWN assignments from a specific pre-defined pool in Cisco UCS Manager. Datastore access should
automatically be in sync with all the other hosts in that cluster when the service profile template is used
to provision the blade.
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Chapter 1
Ensuring Required Prerequisites Are Ready-to-Go
Checking Required Prerequisites
Preparing Cisco UCS and Bare Metal Operating System Provisioning
Setting Up Cisco UCS Manager
While Cisco UCS Manager is an optional component, should your cloud deployment include this
technology, Cisco UCS Manager should be installed and configured before installing Cisco IAC. For
instructions on installing and configuring the application, see Cisco UCS Manager documentation on
Cisco.com.
Setting Up Cisco UCS Manager Pools
Cisco UCS Manager utilizes different types of pools to control assignment of unique identifiers (such as
UUIDs, MACs and WWNs) to blade servers. These pools must be created and assigned to Service
Profiles. You need to create the following pools:
•
Universal Unique Identifier (UUID) Suffix Pool—Used to uniquely identify each blade server.
•
Media Access Control (MAC) Address Pool—Used to assign a unique MAC address to each vNIC
assigned to a blade.
•
WWNN (World Wide Node Name) Pool—Assigned to a node in a Fibre Channel fabric, and used
to assign unique WWNNs to each blade in a range that will allow appropriate LUN access
•
WWPN (World Wide Port Names) Pool—Assigned to specific ports in a Fibre Channel fabric, and
used to assign unique WWPNs to each blade in a range that will allow appropriate LUN access
For instructions on creating the pools, see Cisco UCS Manager documentation on Cisco.com.
Setting Up Cisco UCS Manager Service Profile Templates and Policies
These are only needed when the Physical Server Ordering or ESXi Provisioning options are enabled in
Setting System-Wide Service Options, page 9-30. Cisco UCS service profile templates are used for
duplicating or deploying multiple UCS service profiles with the same configuration. By associating
pools with a template, you ensure that a WWN or MAC Address, for example, will always be within a
pre-specified range. We recommend that a separate service profile template be created for each vCenter
cluster.
For Cisco IAC, vCenter object names cannot contain forward slashes. For more information, please
see Preparing VMware Software, page 1-5.
Note
When you register a service profile template through the Templates portal via the “Manage Cloud
Infrastructure” portlet, you will be prompted to associate it with a vCenter cluster if you have selected
it to be a Hypervisor template.
The templates must meet the following requirements:
•
At least one hypervisor service profile template for each vCenter cluster with the same quantity and
configuration of vNICs as on other hosts in the same cluster. The native VLAN for the first vNIC
should be set to the Management VLAN for that vCenter. This is only required for ESXi.
•
At least one service profile template for physical server provisioning
•
A local boot policy assigned to the physical server service profile template which is set to boot to
local disk
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Checking Required Prerequisites
•
A boot policy named PXEBoot which is configured to boot from the network. This name is
mandatory.
•
Provisioning templates are prepared according to Cisco Server Provisioner product documentation.
(See the LinMin Bare Metal Provisioning User's Guide on LinMin.com.)
•
UCS blades for provisioning VMware ESXi hypervisor hosts have at least one local drive.
Preparing VMware Software
This is only needed when the ESXi Provisioning option is enabled in Setting System-Wide Service
Options, page 9-30. For Cisco IAC, vCenter object names cannot contain forward slashes. Cisco
IAC uses forward slashes as delimiters in object paths and parses vCenter paths by display name.
Note
Forward slashes in vCenter object names break the parsing process. If any of your vCenter object names
contain forward slashes, please rename the files before you specify a vCenter path.
Supported Installation Media for ESXi
Provisioning of the ESXi Hypervisor OS always uses the first local drive installed in the blade. Cisco
IAC supports installation of ESXi to local disks only (not over a SAN).
VMware Installation Requirements
The following VMware software should be installed:
•
Tip
vSphere PowerCLI on the Process Orchestrator server to support the activities for adding a new
ESXi host to a cluster.
For supported software versions, see the Cisco Intelligent Automation for Cloud Product Compatibility
Matrix.
Prepare your VMware environment for virtual provisioning using the following checklist:
•
Install VMware vCenter.
•
Configure VMware vCenter:
– Apply enterprise licensing and enable VMware vSphere Distributed Resource Scheduler (DRS).
– Determine and create the datacenter, clusters, hosts, datastores, networks, and resource pools to
which all commissioned hosts and VMs will be deployed.
•
Define at least one VM template with VMware tools using a boot disk.
Provisioned hosts will have evaluation licensing only. You will need to add licensing manually in the
vSphere Client.
Tip
For information about installing and configuring your VMware environment, see the ESX and vCenter
Server Installation Guide.
Note
Users must have the ability to create resource pools. In addition, resource pools must be enabled on
VMware VCenter.
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Ensuring Required Prerequisites Are Ready-to-Go
Checking Required Prerequisites
Setting Up Organizations and Users Preparation
Prepare a list of organizations, organization users, and Organization Technical Administrators to
configure in Prime Service Catalog.
Note
For more information about the predefined user roles, their respective capabilities, and how this
information can help you plan for your administrator’s responsibilities, see the “User Roles and
Capabilities” section in the Cisco Intelligent Automation for Cloud User Guide.
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CH A P T E R
2
Installing and Configuring Optional Software
This chapter covers optional software that can be used with Cisco IAC 4.0. Note that this chapter
provides only product names. For version numbers, see the Cisco Intelligent Automation for Cloud
Product Compatibility Matrix.
Optional software includes but is not limited to:
•
Cisco Software, including:
– Cisco Server Provisioner
– Cisco Prime Network Services Controller
– Cisco UCS Director
– Cisco UCS Manager
– IAC Virtual Appliance
•
VMware, including:
– vCenter
– ESXi
– vSphere
– vSphere PowerCLI
•
Microsoft Active Directory and other LDAP servers
•
OpenStack
•
Amazon EC2
Understanding Cisco Server Provisioner
Cisco Server Provisioner is software that automatically installs operating environments for physical and
virtual servers and blades, a process known as “bare metal provisioning.” The provisioner also supports
Cisco Unified Computing System (UCS) installations and is integrated with the Cisco Intelligent
Automation for Cloud and Cisco Intelligent Automation for Compute software stacks. Therefore, it can
be operated through the Cisco Process Orchestrator within the stack and take advantage of the
capabilities of the orchestrator, or it can be operated directly through its own web-based user interface
independently of other solutions to quickly build out data farms of UCS blades and servers. See Cisco
Server Provisioner documentation on Cisco.com.
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Chapter 2
Installing and Configuring Optional Software
Understanding Cisco Prime Network Services Controller
Timesaver
Cisco Server Provisioner is needed only if you plan to create a virtual machine (VM) and install an OS,
or to provision a physical server. Without it, you can still commission VMs from template.
Understanding Cisco Prime Network Services Controller
Cisco Prime Network Services Controller (formerly known as Cisco Virtual Network Management
Center, or VNMC) provides centralized multi-device and policy management for Cisco network virtual
services. For instructions on installing and configuring Cisco Prime Network Services Controller, see
Cisco Prime Network Services Controller documentation on Cisco.com.
Understanding Cisco UCS Director
Cisco UCS Director (formerly Cisco Cloupia) delivers unified management for industry-leading
converged infrastructure solutions based on Cisco Unified Computing System (UCS) and Cisco Nexus
technologies. UCS Director is a higher-level manager over multiple UCS Managers. For instructions on
installing and configuring Cisco UCS Director, see Cisco UCS Director documentation on Cisco.com.
Understanding Cisco UCS Manager
Cisco Unified Computing System (UCS) Manager provides unified, embedded management of all
software and hardware components in the Cisco UCS. It controls multiple chassis and manages resources
for thousands of virtual machines. For instructions on installing and configuring Cisco UCS Manager,
see Cisco UCS Manager documentation on Cisco.com.
Creating Cisco UCS Manager Pools
Cisco UCS Manager utilizes different types of pools to control assignment of unique identifiers (such as
UUIDs, MACs and WWNs) to blade servers. You create and assign these pools to Service Profiles. Pools
include:
•
UUID Suffix Pool—Used to uniquely identify each blade server.
•
MAC Address Pool—Used to assign a unique MAC address to each vNIC assigned to a blade.
•
WWNN (World Wide Node Name) Pool—Assigned to a node in a Fibre Channel fabric, and used
to assign unique WWNNs to each blade in a range that will allow appropriate LUN access
•
WWPN (World Wide Port Names) Pool—Assigned to specific ports in a Fibre Channel fabric, and
used to assign unique WWPNs to each blade in a range that will allow appropriate LUN access
For instructions on creating the pools, see Cisco UCS Manager documentation on Cisco.com.
Understanding Cisco UCS Manager Service Profile Templates and Policies
Cisco UCS Service Profile Templates are used for duplicating or deploying multiple UCS service
profiles with the same configuration. By associating pools with a template, you ensure that a WWN or
MAC Address, for example, will always be within a pre-specified range. This is only needed when the
Physical Server Ordering or ESXi Provisioning options are enabled. For more information, see the Cisco
Intelligent Automation for Cloud Administrator Guide. We recommend that a separate service profile
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Installing and Configuring Optional Software
Understanding Cisco Prime Network Services Controller
template be created for each vCenter cluster. For Cisco IAC, vCenter object names cannot contain
forward slashes.
When you register a service profile template through the Templates portal, you will be prompted to
associate it with a vCenter cluster if you have selected it to be a Hypervisor template. The templates
should meet the following requirements:
•
At least one hypervisor service profile template for each vCenter cluster with the same quantity and
configuration of vNICs as on other hosts in the same cluster. The native VLAN for the first vNIC
should be set to the Management VLAN for that vCenter.This is only required for ESXi.
•
At least one service profile template for physical server provisioning
•
A local boot policy assigned to the physical server service profile template which is set to boot to
local disk
•
A boot policy named PXEBoot which is configured to boot from the network. Mandatory.
•
Provisioning templates are prepared according to Cisco Server Provisioner product documentation.
(See the LinMin Bare Metal Provisioning User's Guide on LinMin.com.)
•
UCS blades for provisioning VMware ESXi hypervisor hosts have at least one local drive.
Storage Management
Install and configure SAN storage or iSCSI storage required for DRS clusters. For iSCSI or NFS storage
solutions, VMware supports DHCP. It is important that any of these solutions use DHCP, otherwise static
IP information, wherever it is applicable, will have to be configured manually after the automated
process is complete.
You create the storage volumes that will be used for the datastore clusters, and configure LUN access in
your storage management system and assign WWN pools (see Creating Cisco UCS Manager Pools,
page 2-2)
vCenter datastores map to or reference specific LUNs. These mappings will replicate to a new host if the
host blade has been given the same LUN access as all the other hosts in the cluster. This is accomplished
through WWN pools. LUN configuration can be assigned to any WWN that is within a specific range.
For a new host to be assigned WWNs that are within that range, ensure that it is coming from the
pre-defined pool.
Whenever a service profile is created from a service profile template for a blade, specify that the template
generate WWN assignments from a specific pre-defined pool in Cisco UCS Manager. Datastore access
should be automatically be in sync with all the other hosts in that cluster when the service profile
template is used to provision the blade.
A Note on VLANs
You need at least one VLAN to use as a destination network for provisioning servers. You can define a
destination network as a community, user, or management network when you create the network in Prime
Service Catalog.
•
Community networks are used by the shared zone and any server owner can provision servers to the
shared zone.
•
User networks are assigned to specific Virtual Data Centers owned by an organization.
•
Management networks within the cloud system may be used to manage cloud servers, for example,
for remote access and monitoring.
You can optionally have unrouted VLAN for use by Cisco Server Provisioner for server deployment.
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This is only needed if any of the following features are enabled: Virtual Machine and Install OS
Ordering, Physical Server Ordering, ESXi Provisioning. In addition, you can optionally have a VLAN
to use as a destination network for ESXi hosts.
This infrastructure network represents the management network the host will use to communicate with
your vCenter Platform Element. This is only needed if the ESXi Provisioning feature is enabled.
Preparing the Directory and Mail Server via LDAP and SMTP
To prepare your directory and e-mail environment, ensure that the following conditions are met:
Note
•
LDAP server software, such as Microsoft Active Directory, is installed and configured.
•
SMTP server is installed and configured with an account to send and receive e-mails.
For information on configuring the STMP server, see the Cisco Process Orchestrator Installation and
Administration Guide or the Cisco Cisco Prime Service Catalog Installation Guide.
VMware
In Cisco IAC, commissioning a new ESXi host is performed when moving a blade in the Maintenance
pool to the Virtual pool.
The orchestration process involves provisioning (installing) ESXi on to a blade, adding it to the vSphere
infrastructure, copying the configuration from one of the existing hosts in a cluster and applying it to the
new host using VMware host profiles and exiting Host Maintenance mode.
For Cisco IAC, vCenter object names cannot contain forward slashes. Cisco IAC uses forward slashes
as delimiters in object paths and parses vCenter paths by display name. Forward slashes in vCenter
object names break the parsing process.
If any of your vCenter object names contains forward slashes, please rename the files before you specify
a vCenter path. VMware software prep is needed only when the ESXi Provisioning option is enabled.
For more information, see the Cisco Intelligent Automation for Cloud Administrator Guide.
Note
Provisioning of the ESXi Hypervisor OS always uses the first local drive installed in the blade. Also, for
Cisco IAC, only local installs of the ESXi Hypervisor OS are supported.
•
Install VMware vSphere PowerCLI on the Process Orchestrator server to support the activities for
adding a new ESXi host to a cluster.
•
Next, install and configure VMware vCenter by applying enterprise licensing and enable VMware
vSphere Distributed Resource Scheduler (DRS).
•
Then, determine and create the datacenter, clusters, hosts, datastores, networks, and resource pools
to which all commissioned hosts and VMs will be deployed.
•
Finally, define at least one VM template with VMware tools. Provisioned hosts will have evaluation
licensing only. (You will need to add licensing manually in the vSphere Client.) For information
about installing and configuring your VMware environment, see the ESX and vCenter Server
Installation Guide.
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Note
Users must have the ability to create resource pools. In addition, resource pools must be enabled on
VMware VCenter
OpenStack
OpenStack is an initiative developed jointly by Rackspace Hosting and NASA. It is a series of
interrelated projects that control pools of processing, storage, and networking resources throughout a
datacenter, all managed through a dashboard that gives administrators control while empowering its
users to provision resources through a web interface.
Note
For more information on OpenStack, see the OpenStack website at http://www.openstack.org/.
Amazon EC2
Amazon EC2 is a Web-based service that allows business subscribers to run application programs in the
Amazon.com computing environment. The EC2 can serve as a practically unlimited set of virtual
machines. For more about Amazon EC2, see the Amazon EC2 website at http://aws.amazon.com/ec2/.
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3
Installing Cisco Prime Service Catalog Using the
Virtual Appliance
Cisco Prime Service Catalog and any associated patches must be installed in support of Cisco Intelligent
Automation for Cloud.
This chapter guides you through installing Prime Service Catalog using the Cisco IAC Virtual
Appliance.
Note
Please refer to the Cisco Prime Service Catalog Installation Guide for complete step by step instructions
for installing Prime Service Catalog manually; that is, without using the Virtual Appliance.
The illustration below shows where in the Cisco IAC 4.0 installation workflow the Virtual Appliance can
be utilized.
Figure 3-1
Installing Cisco IAC Using the Virtual Appliance
SC
Instantiate
Appliance in Service
Catalog (SC) Mode
Manually Install
Cisco Process
Orchestrator
Instantiate
Appliance in
Management Mode
Run the Config
Wizard
370876
MA
Understanding the Cisco IAC Virtual Appliance
Cisco IAC 4.0 ships with the new Virtual Appliance. This is a VMware-based virtual appliance running
CentOS that can be configured in one of two modes. First, it can be configured to install Prime Service
Catalog. This is called the Prime Service Catalog Appliance.The second application of the Virtual
Appliance is for installing required and supporting software and is called the Management Appliance.
Note
The Cisco IAC 4.0 Virtual Appliance is configured prior to deployment using the vSphere client’s vApp
property configuration screen. Once configured, the Virtual Appliance will start up in the selected
Virtual Appliance mode.
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Installing Prime Service Catalog via the Virtual Appliance .OVA
Installing Prime Service Catalog via the Virtual Appliance .OVA
Install the Cisco IAC 4.0 Virtual Appliance via a configuration and install wizard accessed via the
vSphere Client window. To install the Cisco IAC 4.0 Virtual Appliance, follow these steps:
Step 1
Download the OVA file for the Virtual Appliance onto the machine where you installed VMware vSphere
Client.
Step 2
Launch your VMware vSphere client and connect to the vCenter Server.
Step 3
Start the VMware vSphere Client and log in.
Step 4
From the File menu in the vSphere Client window, select Deploy OVF Template...
Figure 3-2
vSphere Client File Menu
The Deploy OVF Template wizard launches.
Step 5
On the Deploy OVF Template dialog, browse to find and select the template named
IAC-virtual_appliance-4.0.0.x_v4.0.[rev].[build].ova.
Step 6
When the Deploy OVF Template window displays, click Next to display OVA Template details.
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Figure 3-3
Deploy OVF Template, Details Window
Step 7
The template details are displayed in the OVF Template Details window. Verify the details, then click
Next to view information about the contents of the selected OVA file.
Step 8
The End User License Agreement window appears. Read the license agreement, scroll down to the
bottom of the agreement, and then click Accept to accept the agreement.
•
Step 9
Click Next.
In the Name and Location window, specify a unique name for the virtual machine, and select the
appropriate datacenter and/or folder for the virtual machine. The virtual machine name must be unique
within the datacenter and can contain up to 80 characters.
•
Click Next.
Step 10
The Host / Cluster window may appear depending on your VMware environment. If the Host / Cluster
window appears, select the Cluster or the ESX host where you want the virtual machine to be created.
Click Next.
Step 11
If the Resource Pool window appears, select a resource pool for the virtual machine and click Next.
Step 12
In the Storage window, choose a datastore name that has enough available disk space and click Next.
Note
The virtual machine requires at least 40 GB depending on the disk format you will select in the
next step.
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Step 13
In the Disk Format window, specify the format for storing the virtual hard disk by clicking the
appropriate radio button:
– Thick provision Lazy Zeroed
– Thick provision Eager Zeroed
– Thin provision
•
Step 14
Tip
Click Next.
If the Network Mapping window appears, select a destination network from the list.
We recommend you to select the network name that is connected to a DHCP server that can assign a
dynamic IP address for the VM as soon as it is deployed and powered up.
•
Click Next.
Completing the Three Sections of the Properties Window
Figure 3-4
IAC Virtual Appliance Configuration - Properties Screen, Section 1
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Step 1
On the Properties screen, as the Operating mode under 1. IAC Virtual Appliance Configuration
select:
Prime Service Catalog
Step 2
Enter the Virtual Appliance host name.
Step 3
In the Operating System Root Password area, enter the Linux password two times.
Step 4
Scroll down.
Figure 3-5
IAC Virtual Appliance Configuration - Properties Window, Section 2
Step 5
Enter the Administrative Password using the recommended settings and then confirm your password.
Step 6
Re-enter the Administrative Password using the recommended settings and then confirm your
password.
Step 7
Enter a valid Administrator Email.
Step 8
Enter a valid SMTP Server Hostname.
Step 9
Enter the Application Server Password using the recommended settings and then confirm your
password.
Step 10
Re-enter the Application Server Password using the recommended settings and then confirm your
password.
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Cisco Prime Service Catalog Configuration
Figure 3-6
IAC Virtual Appliance Configuration - Properties Window, Section 3
Step 1
Click the check box for Enable SSL support as required. (Optional.)
Step 2
Enter the Oracle System DBA Password two times.
Note
These password fields set the passwords for the Oracle database thats comes packaged with the
Virtual Appliance. However, we do not recommended using this database for production use, but
only for proof of concept, testing, lab, and so on.
Step 3
Enter the Service Catalog Database User Password two times.
Step 4
Scroll down to complete the Properties form.
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Management Appliance Configuration
Figure 3-7
IAC Virtual Appliance Configuration - Properties Window, Section 4
Step 1
Enter the Process Orchestrator Fully Qualified Domain Name.
Step 2
Select the Process Orchestrator Authentication Type.
Note
The settings entered here for the Process Orchestrator Authentication Type must match what is
set in the Cisco Process Orchestrator web service settings.
Step 3
Enter the Process Orchestrator Port.
Step 4
Enter the Process Orchestrator Username.
Step 5
Enter the Process Orchestrator Password two times.
Step 6
Enter the Process Orchestrator Domain.
Step 7
Click Next.
Step 8
Review the Ready to Complete screen.
•
Step 9
Select the Power on after deployment check box.
Click Finish.
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You will see a dialog box showing you the overall progress.
Figure 3-8
Deploying
When complete, you will see a notice similar to, “Completed Successfully”.
Note
Your virtual machine is listed in the left pane of the vSphere Client under the appropriate host or
cluster after the OVF Template deployment is complete. If your network has a DHCP server, find out
the dynamic IP address that was assigned to your new virtual machine. You will use this IP address to
access the Prime Service Catalog application running on the virtual machine. If you spot in error in your
configuration choices, use the Back button to return to the appropriate screen and make your changes.
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Installing Cisco Process Orchestrator
To install Process Orchestrator, please refer to the Cisco Process Orchestrator Installation and
Administration Guide for step by step instructions.
When the install is complete, you will see a screen similar to the one below.
Figure 4-1
Cisco Process Orchestrator Setup Complete Screen
•
Uncheck Launch automation pack import wizard if checked.
•
Click Finish.
•
Close the Cisco Process Orchestrator Autorun Utility if it is still open.
Download and Install Any Available Patches
You should now install any and all available Cisco Process Orchestrator service packs.
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Installing Cisco IAC 4.0 Automation Packs
You will be installing the following automation packs:
•
Intelligent Automation for Cloud Extension Samples.tap (optional but recommended)
•
Intelligent Automation for Cloud Starter.tap
•
Intelligent Automation for Cloud.tap
•
Intelligent Automation for Compute.tap
You need to download the Cloud Automation Packs file before continuing, if you haven’t done so
already. See Step 1 below.
Launching the Setup Wizard
Step 1
Download the Cisco IAC 4.0 installer.
The packs are available in a file labeled, “Cisco Intelligent Automation for Cloud 4.0 with patch
<patch#>” (the zip file is named IAC_<##>_WithPatch<#>.zip; it is approximately 50 Mb in size.
Note
To find the latest file, navigate to http://software.cisco.com. Find the downloads link and look
for Cisco Intelligent Automation for Cloud as the software.
Step 2
Un-zip IAC_<##>_WithPatch<#>.zip.
Step 3
Locate the Cisco IAC 4.0 setup.exe file and run it to start the Setup Wizard (Figure 5-1).
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Launching the Setup Wizard
Figure 5-1
•
Cisco Intelligent Automation for Cloud 4.0 Setup Wizard
Click Next to proceed to the next step.
Step 4
On the Information page, click Next again to continue.
Step 5
On the Confirm Installation page, click Next to continue.
Step 6
On the Installation Complete page, check the Launch automation pack import wizard now checkbox.
Figure 5-2
Installation Complete Screen
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Step 7
Click Close to launch the Automation Pack Import Wizard. The Import Wizard will first configure itself,
as shown in Figure 5-3.
Figure 5-3
Note
Import Wizard Configuring
You will next see the Select Automation Pack screen (Figure 5-4), the use of which is explained
in “Installing the Cisco IAC, Core, and Common Automation Packs”.
Installing the Cisco IAC, Core, and Common Automation Packs
The Select Automation Packs dialog box displays, as shown in Figure 5-4. This dialog box shows you a
list all available automation packs and other services required for Cisco IAC 4.0. These include the TAPs
you just installed, as well as Core and Common Activities. These are presented in a checklist format,
and are pre-checked for your convenience.
Tip
You must install both the Core and the Common Activities TAPs. The Cisco IAC TAPs are dependent on
functionality within these TAPs in order to function properly. In fact, without the Core and Common
Activities TAPs, the Cisco IAC TAPs will not import.
Figure 5-4
Select Automation Packs Screen
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Step 1
Click OK to continue with selected options.
Step 2
On the Welcome to the Automation Pack Import Wizard panel, click Next.
Step 3
You do not need to enter information on the General Information panel because we are importing the
Core and Common Activities. So click Next again.
Step 4
On the Email Configuration panel, provide the default SMTP server and sender’s e-mail address to be
used for e-mail activities,
•
Step 5
Click Next.
The Automation Summary Configuration panel indicates where the automation summary reports that are
generated by activities are to be saved and how long the reports are to be retained. The specified file paths
will be used to access and view the automation summary reports.
Figure 5-5
Automation Summary Configuration Panel
On the Automation Summary Configuration panel, specify the following information.
•
Accept the default directory, or enter a different file path for the automation summary directory in
the Share Path field. You can also browse to navigate to the file path for the automation summary.
•
Enter credentials as needed. (These are not required.)
•
In the Virtual directory mapping area you create the share folder that corresponds to a virtual
directory in IIS. Note that you may only create the virtual directory in the local IIS.
– Check the Enable virtual directory mapping check box.
– Click Create.
The Create Virtual Directory dialog box displays, pre-populated with default settings.
– Click OK to accept.
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Note
Step 6
Scroll down and you will see the Automation summary reports grooming settings area. The default
deletion period is thirty days, but you can set this to whatever you want, from 1 to 9999. Or, select the
Delete automation summary reports older than check box to remove the check and all reports will be
saved indefinitely.
•
Step 7
Back in the Virtual directory path field, you can edit the string (http://host:(port)/
sharefolder) if needed.
When you are done working with the Automation Summary Configuration panel, click Next.
On the Data Extraction panel, deselect all of the data options. Specifically, uncheck:
– Business Objects Reports
– Microsoft SCOM Management Packs
– SQL Server Reporting Services Reports
Note
•
Take a note of the folder name where the extracted data will be placed and uncheck the SQL
Server Reporting Services Reports if you are not using the MS SQL Reporting solution.
Click Next.
Step 8
The Review Prerequisites panel displays the prerequisites for the automation pack being imported, and
will indicate either pass or fail for each prerequisite.
Step 9
After the prerequisite check has completed (and passed), the Importing Objects panel displays:
Step 10
After the objects have been imported, the General Information panel displays:
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Figure 5-6
General Information Panel
Installing the Cisco IAC-Specific Automation Packs
The four Cisco Automation packs are installed next. These include, in sequence:
•
Intelligent Automation for Compute.tap
•
Intelligent Automation for Cloud Starter.tap
•
Intelligent Automation for Cloud.tap
•
Intelligent Automation for Cloud Extension Samples.tap (optional but recommended)
The install process for each Automation Pack is explained next.
Installing the Intelligent Automation for Compute Pack
Step 1
On the General Information panel (Figure 5-6), review the information there. Note that the Name field
now displays “Intelligent Automation for Compute.” This is the first Cisco IAC automation pack that we
will be installing.
•
Step 2
Click Next.
On the Default Incidents Assignee Setup panel, browse to specify the default user to assign cloud-related
incidents to. This is a CPTA (Cloud Provider Technical Administrator) account, or would be within an
Active Directory group that was created for all of CPTAs.
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Tip
•
Step 3
See the Cisco Intelligent Automation for Cloud 4.0 User Guide for more information about
CPTAs and other Cisco IAC roles.
Click Next.
On the Cisco Process Orchestrator Web Service panel, specify the following data.Check the Enable
non-secure Web Service (HTTP) check box in the Web Service Settings area. This setting unencrypts
the HTTP endpoints.
Tip
If or when presented with a security warning message, click OK.
Figure 5-7
Cisco Process Orchestrator Web Service Panel
•
Enter or verify the HTTP Port for the Process Orchestrator web target.
•
Choose the appropriate authentication method for the web service:
– Basic—Standard method that provides a username and password to the authentication
mechanism
– Digest—Method that requires parties who are seeking to authenticate to provide their
knowledge of secret keys
– NTLM—Default. Authentication protocol that is used on networks that include systems
running the Windows operating system and on stand-alone systems
Note
The NTLM setting supports both NTLM and NTLMv2. In IIS, NTLM is not enabled by default;
you must enable NTLM in IIS if you choose this authentication mechanism. The agents in Prime
Service Catalog must also be set to use the same authentication that you specify here.
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•
Step 4
Step 5
When you are done, click Next to continue.
Enter your credentials:
•
On the Default Web Service Credentials panel, specify the credentials for connecting to the Process
Orchestrator web service target.
•
When done, click Next to continue.
Enter a password for VMware keystore access.
The VMware keystore password protects the Java keystore file used to keep SSL certificates for all
configured VMware targets.
– For new installations, this password can be set to any valid six-character keytool password.
Note
•
If the VMware vSphere PowerCLI has not already been installed in the Process Orchestrator
server, the wizard displays an information panel informing you of the situation. You can choose
Select this check box to continue with the import to proceed. However, if you are using
VMware vCenter and you have not yet installed VMware vSphere PowerCLI, the contents of the
automation pack may not work correctly, if at all, until PowerCLI has been installed.
Click Next.
Step 6
You will see a process screen display (similar to the one shown in Figure 5-8) whereby the prerequisites
are verified, and then objects are imported.
Step 7
You will then be returned to the General Information panel to install the next Automation Pack.
Installing the Intelligent Automation for Cloud Starter Pack
Step 1
On the General Information panel, review the information about the automation pack. Note that the
Name field now displays “Intelligent Automation for Cloud Starter.”
•
Step 2
Click Next.
On Configure Process Database Grooming panel, specify the number of days to keep process instances
in the database. After the specified number of days, the process instances will be deleted from the
database. The default value should be satisfactory.
•
Click Next to continue.
Step 3
The Data Extraction panel is used to specify the destination where the data is extracted on the Process
Orchestrator server. You can simply accept the default location, or browse to specify a different location
to extract the files.
Step 4
The Review Prerequisites panel displays briefly and you will see the prerequisites being processed.
Step 5
Next, the Importing Objects panel displays (Figure 5-8) its various progress bars as the data is imported
and extracted. This may take some time to complete.
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Figure 5-8
Importing Objects Panel
Step 6
When the import is complete, you are automatically returned to the General Information panel.
Step 7
Click Next
Installing the Intelligent Automation for Cloud Extension Samples (Optional)
Step 1
On the General Information panel, review the information about the automation pack. Note that the
Name field now displays “Intelligent Automation for Cloud Extension Samples.”
Step 2
Click Next.
•
The Review Prerequisites panel displays briefly and you will see the prerequisites being processed.
•
Next, the Importing Objects panel displays progress bars as the data is imported and extracted. This
may take some time to complete.
When the import is complete, you are automatically returned to the General Information panel.
Step 3
On the General Information panel, click Next to import the Common Activities Automation Pack.
•
The Review Prerequisites panel displays briefly and you will see the prerequisites being processed.
•
Next, the Importing Objects panel (similar to the one shown in Figure 5-8) displays progress bars as
the data is imported and extracted. This may take some time to complete.
•
When the import of the common activities is complete, you are automatically returned to the General
Information panel once again.
Step 4
On the General Information panel.
Step 5
Click Next.
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Step 6
Enter the destination for the extracted data, and select the data to extract (or un-select, really, as all of
the data has been preselected for you).
Step 7
Click Next to continue.
Step 8
Once again, the Review Prerequisites panel displays briefly and you will see the prerequisites being
processed.
•
As before, the Importing Objects panel displays its various progress bars as the data is imported and
extracted. This make take some time to complete.
•
When the import process is complete, the Automation Pack Import Wizard panel displays.
Installing the Intelligent Automation for Cloud Pack
Step 1
On the General Information panel, review the information about the automation pack. Note that the
Name field now displays “Intelligent Automation for Cloud.”
•
Click Next.
Step 2
On Configure Process Database Grooming panel, specify the number of days to keep process instances
in the database. After the specified number of days, the process instances will be deleted from the
database. The default value should be satisfactory. Click Next to continue.
Step 3
The Data Extraction panel is used to specify the destination where the data is extracted on the Process
Orchestrator server. You can simply accept the default location, or browse to specify a different location
to extract the files, then click Next.
Step 4
The Review Prerequisites panel displays briefly and you will see the prerequisites being processed.
Step 5
Next, the Importing Objects panel displays its various progress bars as the data is imported and extracted.
This may take some time to complete.
Step 6
When the import is complete, you are automatically returned to the General Information panel.
Completing the Process
After the objects have been imported, the Final Automation Pack Import Wizard Screen displays (see
Figure 5-9).
•
Review the information below the “Completing the Automation Pack Import Wizard” heading to
verify that all is correct.
– For Cisco IAC, leave the Refresh Web Server check box checked.
– When you are done reviewing the information here, click Close to close the wizard.
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Importing and Deploying Portal Packages
Figure 5-9
Final Automation Pack Import Wizard Screen
You have now successfully installed all supporting software for Cisco Process Orchestrator.
Importing and Deploying Portal Packages
Cisco IAC ships with packaged image files, portal pages, and portlets to provide an easy-to-use portal
for ordering services.
Timesaver
You can skip this section if you are installing Cisco Intelligent Automation for Cloud using the Virtual
Appliance.
Copying the Cisco IAC Portlets Package and Extracting Files
The Cisco Intelligent Automation for Cloud automation pack includes the Cisco IAC Portlets package
(IACPortlets_<release_number>), which were extracted to the Cisco Process Orchestrator server when
you imported the automation pack. (See Importing and Deploying Intelligent Automation for Cloud
Service Catalogs, page 7-3.) This package contains the files you need to deploy portlets, JavaScripts,
images, and stylesheets to Prime Service Catalog.
Step 1
On the Cisco Process Orchestrator server, navigate to the following folder where
IACPortlets_<release_number> was extracted. The package is extracted by default to the following
directory:
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C:\Users\<username>\Documents\Cisco\Cisco Process Orchestrator\Extracted Data\Cloud
Portal Service Catalog 10.0
You will see names along the lines of “CP_Services_4-0.xml.”
Note
The file is in a compressed (ZIP) file and will need to be extracted.
Step 2
Extract IACPortlets_<release_number> from the compressed (ZIP) file to a temporary location. It will
create an IACPortlets_<release_number> folder.
Step 3
Stop the JBoss application server by stoppping Cisco RequestLink and Cisco ServiceLink Services.
Note
For instructions, see “How to Stop/Start the JBoss Server” in the Cisco Prime Service Catalog
10.x Installation Guide.
Step 4
Copy the file from Process Orchestrator to Prime Service Catalog.
Step 5
In the IACPortlets_<release_number> folder, locate RequestCenter_war.zip.
Step 6
Extract RequestCenter_war.zip to the following directory:
<JBOSS_DIR>\standalone\deployments\RequestCenter.war
Note
Step 7
Overwrite any existing files, if prompted.
Restart the JBoss application server by starting Cisco RequestLink and Cisco ServiceLink Services
again.
Note
For instructions, see “How to Stop/Start the JBoss Server” in the Cisco Prime Service Catalog
10.x Installation Guide.
Configuring Cisco Prime Service Catalog Stylesheets
You must now configureCisco Prime Service Catalog to use the stylesheets that are packaged with Cisco
IAC. Complete the following steps to configure the stylesheets in Cisco Prime Service Catalog.
Timesaver
You do not need to configure stylesheets if you are using the Appliance. With the Appliance, this is done
for you.
Step 1
Open Cisco Prime Service Catalog in your browser and log in to the application.
Step 2
On the Prime Service Catalog Home page, choose Administration from the module drop-down list.
Step 3
On the Administration Home page, click Personalize Your Site.
Step 4
Click Custom Styles in the right menu.
Step 5
Click Add to open the Custom Style Properties window.
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Step 6
In the Name field, enter Cisco Intelligent Automation for Cloud 4.0. Then, check the Make this Style
the default for the entire site check box.
Step 7
In the Style Directory field, click Browse.
Step 8
Click the IAC radio button, then click OK.
Step 9
Back on the Custom Style Properties window, click Create to add the custom style, then navigate to the
Associated Organizational Units area.
Step 10
•
Click Add to open the Search for Organizational Units dialog box.
•
Click Search to browse for the organizational units to which to associate the custom style
properties.
Check the Site Administration check box, then click Add.
Importing and Deploying Portal Pages
Deploy the Cisco IAC portal page content by importing it from the PortalPages.xml portal page file,
located in the IACPortlets folder.
Step 1
Choose Portal Designer from the module drop-down list to open Portal Designer.
Step 2
In Portal Designer, click the Portal Pages tab.
Step 3
In the left navigation pane, click Actions and choose Import from the drop-down list.
Step 4
On the Import Portal Pages dialog box, click the Overwrite radio button in the Conflict Resolution field.
Step 5
In the Import from File field, click Choose File to navigate to the IACPortlets folder that you extracted
in Importing and Deploying Portal Packages, page 5-11.
Step 6
•
On the Choose File to Upload dialog box, select the PortalPages.xml file and click Open.
•
On the Import Portal Pages dialog box, click Import.
•
Close the Import Complete dialog box.
Refresh your browser to view the imported portal.
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6
Completing Optional Tasks
Included in this chapter are instructions for completing various optional tasks, including:
•
Setting Up Active Directory Integration (If Applicable)
•
Configuring an LDAP Server
•
Configuring Authentication
•
Configure Events
•
Creating a Security Group for Each User Role on the LDAP Server.
•
Adding the nsAPI User to the Cloud Administration Group
•
Enabling Directory Integration
•
Completing User Intervention with OTA Intervention
Setting Up Active Directory Integration (If Applicable)
This section provides examples of setting up optional directory integration in Microsoft Active
Directory. Because there are many scenarios for directory integration configuration based on the
directory product and settings, it is likely that your environment will vary from what is presented here.
However, the required sequence of configuring directory integration would be the same.
Cisco Prime Service Catalog can integrate with directory servers to synchronize user information. This
synchronization can be initiated whenever a user logs on or is selected or during Person Lookup in Prime
Service Catalog. Prior to configuring integration in Prime Service Catalog, you must have a directory
server installed and populated with corporate data.
Note
For instructions on configuring directory integration if your setup varies, see the Cisco Prime Service
Catalog 10.x Integration Guide.
Prerequisites
Before configuring directory integration for use with Cisco IAC, you must complete the following tasks:
•
Set up organizational unit structure on the LDAP server. If you do not have privileges to perform
this task on the LDAP server, seek help from your LDAP server administrator.
•
Create the following user accounts in the Users folder on the LDAP server:
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Configuring an LDAP Server
– nsAPI user
– A user account (any username) with “Read MemberOf” permissions that will be used for
performing authentication, directory searches, and user imports into the Prime Service Catalog.
Note
Cisco Intelligent Automation for Cloud 4.0 supports an individual’s membership to just a single
organizational unit or membership, not multiple organizations.
Configuring an LDAP Server
The first step is to add a datasource and test the connection in Cisco Prime Service Catalog. The
instructions in this section are how one would connect to the LDAP server in the example scenario.
Step 1
Choose Service Portal from the module drop-down list, then click the System Settings from the Setup
tab.
Step 2
On the System Setup portal, click the Connections tab to open the portlet, then click Manage Directory
Server Connection.
Step 3
Click Add to display the Datasources Configuration pane.
Step 4
In the Add or Edit a Datasource pane, enter the following:
Step 5
Step 6
•
Enter a name for the datasource. Do not use spaces or special characters.
•
Enter a description of the datasource. (Optional.)
Expand Select protocol and server product, then select the following:
•
The protocol is always LDAP.
•
Choose MS Active Directory. (Other server options are Sun One or IBM Tivoli Directory Server.)
Expand Connection Information, then specify the following required datasource information in the
definition area. This information includes lookup user that you set up as a prerequisite.
•
Choose Simple (text username and password) from the Authentication Method drop-down list.
•
Choose Non SSL from the Mechanism drop-down list.
•
Enter the bind-distinguished name (BindDN) value for the lookup user. The BindDN looks like the
following example:
CN=Mehalic Michael,OU=Users,OU=Austin,OU=Texas,OU=USA,
DC=notexist,DC=local
•
To query the BindDN value, open a command prompt on the Windows server and execute the
following command:
dsquery user -name “[name]*”
•
Enter the fully qualified hostname or IP address of the LDAP directory server. For example:
dc.notexist.local
•
Enter the parent folder under which all users will gain access.
For example, if the User BaseDN is OU=Austin,OU=Texas,OU=USA,DC=notexist,DC=local, then
all users in the Austin organization will have access.
•
Enter the port number for the LDAP according to either of the following conditions:
– For a non-SSL connection, the default port number for LDAP is 389.
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Configuring Authentication
– For an SSL connection, the default port number for LDAP is 636.
•
You can verify the port number for your LDAP server using either by running the command netstat
-an on the domain controller, or by using the SysInternals tool TCPView.exe.
•
Enter the password for the user specified as the BindDN.
Step 7
Click Update.
Step 8
Check the check box next to the newly added datasource and click Test Connection. The Test Status
column displays OK if the connection is successful.
Configuring Authentication
Configuring authentication requires completing two tasks: configuring mappings and configuring
events. The instructions in this section are how one would complete each task in the example scenario.
Configuring Mappings
The first task in configuring authentication is to assign mapping attributes to user data, including first
and last name, login ID, and home organization unit. Active Directory has pre-defined mapping
attributes, which are used in this example. However, there are data fields that have no specific Active
Directory mapping attributes. In such cases (indicated below), you can assign any mapping attribute that
you want to the data field.
Step 1
In the Administration module, click the Directories tab.
Step 2
On the Directory Integration page, click Mappings in the menu on the right.
Step 3
In the Mappings pane, click Add to display the Mapping Configuration pane.
Step 4
In the “Add or edit a mapping name” pane, specify the following information:
Step 5
•
Enter a name for the mapping. Do not use spaces or special characters.
•
Optional. Enter a description of the mapping.
In the “Configure mapping attributes” area, enter the required information in the text fields. The
following table provides examples of datasource mappings for person data. Active Directory mapping
attributes are pre-defined and case-sensitive. For information on how to form expressions, see the
documentation that shipped with your directory software.
Table 6-1
Person Data and Mapped Attributes
.
Person Data
Mapped Attribute
First Name
givenName
Last Name
sn
Login ID
sAMAccountName
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Person Data
Mapped Attribute
Personal Identification
sAMAccountName
For this data field, there is no corresponding mapping attribute in
Active Directory. In this case, you can assign any mapping attribute
you want.
e-mail Address
expr:#email#=(.+)?(#email#):NotExist
Home Organization Unit expr:#department#=(.+)?(#department#):NotExist
Password
sAMAccountName
There is no mapping attribute for passwords in Active Directory.
Instead, you can map it to another attribute (in this example,
sAMAAccountName). You can also map your own expression. For
information, see the documentation that shipped with the Active
Directory software.
Optional Person Data Mappings
TimeZone ID
Example:
expr:#sAMAccountName#=(nsapiuser)?(Etc/Greenwich):America/
Tijuana
Role List
Example:
expr:#memberOf#=(CN=(.*),OU=IAC,OU=Delegation,OU=Groups
,OU=Austin,OU=Texas,OU=USA,DC=companyA,DC=local)?($1):
Step 6
Click Update.
Step 7
Test the mappings using the Data Test Mapping feature.
For instructions on enabling then using the Data Test Mapping feature, see “Testing Mappings” in
Chapter 1, “Directory Integration and API,” in the Cisco Service Portal 10.0 Integration Guide.
Configure Events
Step 1
Click Events in the menu on the right.
Step 2
In the Events pane, click Edit next to the Login event to display the Event Configuration pane.
Step 3
Choose Enabled from the Event Status drop-down list.
Step 4
In the Event Configuration pane, click Add step, then specify the following:
•
Choose External Authentication.
•
Click Options, then enter the EUABindDN using the following convention:
<netbios domain>\#LoginId#
Note
You must provide the EUABindDN value, which is critical for login events. This value is
case-sensitive. This attribute is a pre-defined Active Directory value. The attribute is
different for other directories.
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Creating a Security Group for Each User Role on the LDAP Server
Step 5
Click Update to add the information as the first step in the event.
Step 6
Click Add step.
Step 7
In the Step 2 row, choose Import Person from the Operation drop-down list.
Step 8
From the Mapping drop-down list, choose the mapping name you specified when you defined mappings
in the previous process.
Step 9
From the Datasource drop-down list, choose the datasource name that you specified in Step 4 of
Configuring an LDAP Server, page 6-2.
Step 10
Click Options, then specify the following information in the Event Step area:
•
Ensure that the Refresh Person Profile check box is checked.
•
Leave the Refresh Period (Hours) field blank. If a value populates the field, delete the value.
•
Do not create Group/OU:
– Organizational Unit—Check the check box. Checking this option prevents a user from logging
in to the Prime Service Catalog Server unless the user’s home organization has been onboarded.
– Group—Uncheck the check box.
Step 11
Click Update to add the information as Step 2 then click Update again.
Step 12
In the Events pane, click Edit next to the Person Lookup for Service Form event to display the Event
Configuration pane.
Step 13
Choose Enabled from the Event Status drop-down list.
Step 14
In the Event Configuration pane, click Add step, then specify the following information in the Options
for Event Step1 area:
•
Choose Import Person as the Operation.
•
Click Options.
– Enter 24 in the Refresh Period (Hours) field.
– Leave all check boxes unchecked.
Step 15
Click Update to add the same information as did in Step 1, then click Update again.
Creating a Security Group for Each User Role on the LDAP Server
In your directory, create one security group for each user role. The name of each group must exactly
match the name of the user role:
•
Cloud Provider Technical Administrator
•
Organization Technical Administrator
•
Virtual and Physical Server Owner
•
Virtual Server Owner
•
Solutions Team
•
Form Extender
For instructions on creating security groups on your directory server, see the documentation that came
with your directory server software.
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Adding the nsAPI User to the Cloud Administration Group
Note
Cisco Intelligent Automation for Cloud 4.0 supports an individual’s membership to just a single
organizational unit or membership, not multiple organizations.
Adding the nsAPI User to the Cloud Administration Group
The nsAPI user account that you created on the LDAP server is used to connect Prime Service Catalog
to Process Orchestrator. For the nsAPI user account to function properly, you must add it to the Cloud
Provider Technical Administrator user group that you created in the directory. For instructions on adding
a user to a user role group on your directory server, see the documentation that came with your directory
server software.
Configuring User Role Mappings
To map the user roles, you specify the location in the directory that contains the six security groups you
created for each role.
Step 1
In Service Catalog, choose Administration from the module drop-down list, then click Directories.
Step 2
On the Directory Integration page, click Mappings in the menu on the right.
Step 3
In the Mappings pane, click Edit beside the mapping name you created when you configured mappings
(see Configuring Mappings, page 6-3).
Step 4
Expand Optional Person Data Mappings at the bottom of the page.
Step 5
In the Role List field at the bottom of the optional mappings list, enter mapping attributes for role list
that assigns the user to one of the six Prime Service Catalog user groups that you created in the directory.
using the convention used for the example scenario (variables for the example appear in boldface):
expr:#memberOf#=(CN=(.*),OU=Groups,OU=Austin,OU=Texas,OU=USA,DC=notexist,
DC=local)?($1):
Step 6
Test the mappings using the Data Test Mapping feature. For instructions on enabling and using the Data
Test Mapping feature, see “Testing Mappings” in Chapter 1, “Directory Integration and API,” in the
Cisco Service Portal 10.0 Integration Guide.
Enabling Directory Integration
Before you enable directory integration, be sure you have all user groups configured for use with Cisco
IAC. If you do not have all user groups configured before you enable directory integration, you will not
be able to log back in to Prime Service Catalog.
Step 1
Choose Administration from the module drop-down list, then click Personalize Your Site.
Step 2
On the Customizations page, scroll down to the Common Settings area and turn the Enable Directory
Integration setting On.
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Administrative On-boarding of User Accounts
Step 3
Click the Update button at the bottom of the page.
Administrative On-boarding of User Accounts
Step 1
The Organization Technical Administrator (OTA) navigates to the User Management page which allows
him to add users to the organization.
Tip
See the Cisco Intelligent Automation for Cloud 4.0 User Guide for more information about OTAs
and the other Cisco IAC roles.
Step 2
The OTA searches the directory (directory integration for the person search event has previously been
configured and tested) for people to assign to his provisioning organization. Once the person is found,
he is assigned an appropriate Server Owner role.
Step 3
In Administration> Directories >Events, configure a login event. The login event should have one
operation: to perform Single Sign-on or External Authentication, as desired.
Step 4
Start a new browser session (if using external authentication) or try a single sign-on entry to the Service
Catalog, and try to login as a new user, testing the just configured Login event.
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7
Installing & Importing Additional Components
This chapter provides instruction on how to install the REX adapter, import and deploy Cisco IAC portal
pages and catalogs.
Installing and Configuring the REX Adapter
This section explains how to install and configure the REX adapter. Before you install the REX adapter,
you might have to first apply any available mandatory Prime Service Catalog patch, if one exists. (See
Cisco Prime Service Catalog Software Downloads, Release and General Information for the latest
information about available patches.)
Warning
Tip
You first need to install Cisco Process Orchestrator. For full instructions, please see the Cisco
Process Orchestrator documentation.
You can view the prerequisites and determine whether they have passed or failed via the Cisco Process
Orchestrator Prerequisites Checker form.
To find the patch for this release, see the Cisco Intelligent Automation for Cloud Compatibility Matrix.
The package name is the same for both Windows and Linux. Follow the instructions for applying the
hotfix in the Readme. The instructions provide important steps for copying extracted files to different
deployed directories. After the Intelligent Automation for Cloud Starter Automation Pack is imported in
Process Orchestrator, the REX adapter installation package (rexAdapter_<release_number>.zip) is
placed by default in the following location on the Process Orchestrator server:
C:\My Documents\Cisco\Cisco Process Orchestrator\Extracted Data\Cloud Portal
Adapters\IACAdapters.
Warning
The REX Adapter is for internal use only. This adapter is not intended for use with custom service
development by the customer or by Cisco Services. The capabilities of this adapter will change with
each product release and may not provide backwards compatibility with prior product releases.
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Installing and Configuring the REX Adapter
Installing the REX Adapter
Step 1
Extract rexAdapter_<release_number>.zip from its default location on the Process Orchestrator server
to a temporary location (hereafter referred to as <rex>).
Step 2
Copy <rex>/adapters/adapter_rex.jar to the deployed directory. For example, the deployed directory
for Windows is:
C:\CiscoPrimeServiceCatalog\jboss-as-7.1.1.Final\ServiceLinkServer\deployments\ServiceL
ink.war\WEB-INF\lib
Step 3
Copy C:\Users\<username>\Documents\Cisco\Cisco Process Orchestrator\Extracted
Data\Cloud Portal Adapters\IACAdapters\deploy\REXAdapter.xml to C:\rex\deploy.
Step 4
From the ..\adk folder, extract adk.zip. (The “adk” folder is part of the Cisco Prime Service Catalog
installation files).
Step 5
Open a command window, and cd to the <adk> folder.
Step 6
Run the following command:
•
For the Windows operating system: adapter_dbinstaller.cmd
•
For the Linux operating system: adapter_dbinstaller.sh
The following is a sample run for each database.
Table 7-1
Step 7
Sample Runs
Database
Sample Run
SQL Server
c:\adk>adapter_dbinstaller.cmd
found bin\java.exe
Please enter the database connection information.
Database Type [SQLSERVER]:
Database Hostname [localhost]:
Database Port [1433]:
Database Name [RequestCenter]:
Username [RCUSER]: RCUser
Password:
Testing database connection: Success!
Adapter Deployment Descriptor File: c:\rex\deploy\rexadapter.xml
Oracle
c:\adk>adapter_dbinstaller.cmd
found bin\java.exe
Please enter the database connection information.
Database Type [SQLSERVER]: ORACLE
Database Hostname [localhost]:
Database Port [1521]:
Oracle SID [ORCL]:
Username [RCUSER]: RCUser
Password:
Testing database connection: Success!
Adapter Deployment Descriptor File: c:\rex\deploy\rexadapter.xml
Restart Cisco Prime Service Catalog.
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Importing and Deploying Intelligent Automation for Cloud Service Catalogs
Importing and Deploying Intelligent Automation for Cloud
Service Catalogs
The REX adapter must be installed on the Prime Service Catalog server before you import and deploy
the service catalogs. If you have not installed the REX adapter, see Installing the REX Adapter, page 7-2
Timesaver
The REX adapter will have been installed for you automatically if you are installing Cisco IAC 4.0 using
the Virtual Appliance.
The Prime Service Catalog files for Cisco IAC are extracted when you imported the Cisco Intelligent
Automation for Cloud automation packs to the Cisco Process Orchestrator server. For more information,
see Chapter 5, “Installing Cisco IAC 4.0 Automation Packs.”
These files must be imported and deployed in Prime Service Catalog, as described below.
Importing and Deploying Prime Service Catalog Catalogs
Complete the following procedure to import and deploy catalogs in Prime Service Catalog. Note that you
must be logged into Prime Service Catalog with administrator privileges to perform the procedures.
Warning
For new installations, DO NOT import or deploy CP_Common_4-0.xml.
Installing the Catalogs
Step 1
First, open a browser and launch Cisco Prime Service Catalog.
Step 2
Choose Catalog Deployer from the module drop-down list.
Step 3
In the Deployment Packages pane, and choose Action > Import from the drop-down list.
Step 4
On the Import Package from File dialog box, click Browse to navigate to the folder where you saved the
Prime Service Catalog files.
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Figure 7-1
Browse for the Cisco Prime Service Catalog Files
Step 5
Select the CP_Common_4-0_NEW_INSTALL_ONLY.xml file and click Import.
Step 6
When the message Package Imported Successfully displays, click OK.
The Deployment Packages window refreshes to display the imported package in the Received for
Deployment view.
Step 7
Repeat Step 3 through Step 6 again to import CP_Services_4-0.xml.
Deploying the Catalogs
Tip
If you are installing Cisco Intelligent Automation for Cloud 4.0 using the Cisco IAC 4.0 Virtual
Appliance, these packages will have been deployed for you already.
Step 1
In the Deployment Packages pane, choose Action > Deploy Multiple Packages from the drop-down list.
Step 2
On the Select Packages dialog box, select the check boxes for CP_Common_4-0_NEW_INSTALL
_ONLY.xml and CP_Services_4-0.xml.
Step 3
Click Add.
Step 4
Check the Selected Items check box and ensure that check boxes for CP_Common_4-0_NEW_
INSTALL_ONLY.xml and CP_Services_4-0.xml are checked.
Step 5
On the Deploy Multiple Package tab, select Add Packages to Deploy.
Step 6
Click Deploy.
Step 7
When each package displays Succeeded next to it, you will redeploy CP_Common_4-0_
NEW_INSTALL_ONLY.xml
•
On the Select Packages dialog box, select the check box one more time for
CP_Common_4-0_NEW_INSTALL_ONLY.xml.
Step 8
Click Add.
Step 9
Check the Selected Items check box and ensure that check box for CP_Common_4-0_
NEW_INSTALL_ONLY.xml is checked.
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Warning
It is important that you deploy CP_Common_4-0_NEW_INSTALL_ONLY.xml a second time. This is an
easily overlooked step which will result in the installation failing down the road.
Step 10
On the Deploy Multiple Package tab, select Add Packages to Deploy.
Step 11
Click Deploy.
Step 12
Click Done.
Deploying Patches
Patch files are in the same location as the 4.0 package files. They are named:
Note
•
CP_Services_Patch_4-[release number].xml
•
CP_Common_Patch_4-[release number].xml
Note that all patches are cumulative. That is, when you deploy the latest patch, it contains all previous
patches within it. Therefore, all new and prior patches will all be applied at one time to bring your system
fully up to date.
The patch files are deployed like the other package files, and they should be imported/deployed after the
main packages. The order is:
•
CP_Common_Patch_4-0-0-3.xml
•
CP_Services_Patch_4-0-0-3.xml
Step 1
If necessary, choose Catalog Deployer from the module drop-down list within Prime Service Catalog.
Step 2
In the Deployment Packages pane, and choose Action > Import from the drop-down list.
Step 3
On the Import Package from File dialog box, click Browse to navigate to the folder where you saved the
Prime Service Catalog files.
Step 4
Select CP_Common_Patch_4-0-0-3.xml
Step 5
Click Import.
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Figure 7-2
Step 6
Importing a Patch File
When the message Package Imported Successfully displays, click OK.
The Deployment Packages window refreshes to display the imported package in the Received for
Deployment view.
Step 7
Repeat Step 3 through Step 5 to import CP_Services_Patch_4-0-0-3.xml.
Step 8
In the Deployment Packages pane, choose Action > Deploy Multiple Packages from the drop-down list.
Step 9
On the Select Packages dialog box, select the check boxes of packages to deploy, then click Add.
Step 10
Check the Selected Items check box and ensure the check boxes for CP_Common_Patch_4-0-0-3.xml
and CP_Services_Patch_4-0-0-3.xml are checked.
Step 11
On the Deploy Multiple Package tab, select Add Packages to Deploy.
Step 12
Click Deploy.
Step 13
When each package displays Succeeded next to it, click Done.
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8
Using the Cisco IAC Virtual Appliance in
Management Mode
This chapter guides you through using the Cisco IAC 4.0 Virtual Appliance in Management mode. The
illustration below FIG shows where the Management Appliance fits in as part of the workflow for
installing Cisco IAC 4.0.
Installing the Virtual Appliance in Management Mode
Install the Cisco IAC 4.0 Virtual Appliance via a configuration and install wizard accessed via the
vSphere Client window. To install the Cisco IAC 4.0 Virtual Appliance, follow these steps:
Step 1
Download the OVA file for the Virtual Appliance onto the machine where you installed VMware vSphere
Client.
Step 2
Launch your VMware vSphere client and connect to the vCenter Server.
Step 3
Start the VMware vSphere Client and log in.
Step 4
From the File menu in the vSphere Client window, select Deploy OVF Template...
Figure 8-1
vSphere Client File Menu
The Deploy OVA Template wizard launches.
Step 5
On the Deploy OVF Template dialog, browse to find the template named
IAC-virtual_appliance-4.0_v4.0.[revision].[build id].
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Step 6
The template details are displayed in the OVF Template Details window. Verify the details, then click
Next to view information about the contents of the selected OVA file.
Step 7
The End User License Agreement window displays. Read the license agreement, scroll down to the
bottom of the agreement, and then click Accept to accept the agreement.
Step 8
Then click Next.
Step 9
In the Name and Location window, specify a unique name for the virtual machine, and select the
appropriate datacenter and/or folder for the virtual machine.
The VM name must be unique within the datacenter and can contain up to 80 characters.
Note
•
Click Next.
Step 10
The Host / Cluster window may appear depending on your VMware environment. If the Host / Cluster
window appears, select the Cluster or the ESX host where you want the VM to be created. Click Next.
Step 11
If the Resource Pool window appears, select a resource pool for the VM and click Next.
Step 12
In the Storage window, choose a datastore name that has enough available disk space and click Next.
The VM requires at least 40 GB depending on the disk format you will select in the next step.
Note
Step 13
In the Disk Format window, specify the format for storing the virtual hard disk by clicking the
appropriate radio button:
– Thick provision Lazy Zeroed
– Thick provision Eager Zeroed
– Thin provision
•
Step 14
Tip
Click Next.
If the Network Mapping window appears, select a destination network from the list.
We recommend you to select the network name that is connected to a DHCP server that can assign a
dynamic IP address for the VM as soon as it is deployed and powered up.
•
Click Next.
Defining the Properties
Cisco IAC Virtual Appliance Configuration
Step 1
On the Properties screen, as the Operating mode under 1. IAC Virtual ApplianceConfiguration (see
Figure 8-2), select:
Management Appliance
Step 2
Enter the Virtual Appliance host name.
Step 3
In the Operating System Root Password area, enter the Linux password two times.
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Figure 8-2
Note
Management Appliance Setup - Properties Window, Part 1
You will need to scroll down as you continue with the rest of the properties.
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Figure 8-3
Management Appliance Setup - Properties Window, Part 2
Step 4
In the Administrator Password area, enter the admin password two times.
Step 5
Enter the Administrator Email.
Step 6
Enter the SMTP Server Hostname.
Step 7
Enter the Application Server Password two times.
Step 8
Scroll down to continue.
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Management Appliance Configuration
Figure 8-4
Management Appliance Setup - Properties Window, Part 3
Step 1
Un-check the check box for Enable SSL support.
Step 2
Enter the Oracle System DBA Password two times.
Note
These password fields set the passwords for the Oracle database thats comes packaged with the
Virtual Appliance. However, we do not recommended using this database for production use, but
only for proof of concept, testing, lab, and so on.
Step 3
Enter the Process Orchestrator Fully Qualified Domain Name.
Step 4
Select the Process Orchestrator Authentication Type.
Step 5
Enter the Process Orchestrator Port.
Step 6
Enter the Process Orchestrator Username.
Step 7
Enter the Process Orchestrator Password two times.
Step 8
Enter the Process Orchestrator Domain.
Step 9
Click Next.
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Figure 8-5
Step 10
Review the Ready to Complete screen.
•
Step 11
Management Appliance Setup - Ready to Complete
Select the Power on after deployment check box.
Click Finish.
You will see a dialog box showing you the overall progress.
Figure 8-6
Deploying
When complete, you will see a notice similar to, “Completed Successfully”.
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9
Configuring Cisco IAC With the Wizard
The Cisco IAC 4.0 Configuration Wizard guides you through the steps for setting up and configuring the
cloud administration and infrastructure.
Accessing the Configuration Wizard
You start the Configuration Wizard to begin the configuration process.
Step 1 First, open a browser and launch Cisco Prime Service Catalog. Be sure to log in as a Site
Administrator.
Step 2
Step 3
Then, to access the Cisco Intelligent Automation for Cloud Configuration Wizard:
•
Choose Service Portal from the menu at the top right of the screen:
•
Select Setup from the Cisco IAC 4.0 menu
•
Choose Configuration Wizard from the Setup sub-menu:
The Configuration Wizard for Cisco IAC 4.0 displays, as shown in Figure 9-1.
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Accessing the Configuration Wizard
The Wizard Welcome Screen
Figure 9-1
Timesaver
The Welcome Screen of the Configuration Wizard
To ensure 100% success and for the best user experience, we recommend that you use Internet Explorer
9 for the tasks on the Welcome screen. We do not officially support IE 10 or 11. This is a limitation of
PSC. Other browsers may not give the results you expect; for example, scrolling might not work. You
can switch back to your preferred browser after completing this tasks on the Welcome screen.
Disabling Prime Service Catalog
To disable Cisco Prime Service Catalog, follow the steps below.
Note
Step 1
If you utilized Cisco IAC Virtual Appliance, Prime Service Catalog will have been disabled for you.
Click the following link on the Welcome tab for the Cisco IAC 4.0 Configuration Wizard:
– Disable Service Catalog
Step 2
Timesaver
On the Settings tab, scroll down until you see Enable Service Catalog.
To save time scrolling, call up the Search box for IE using Ctrl-F. In the search box at the top left of the
screen, type Service Catalog and press Enter. Scan for the highlighted term (which is usually shown in
yellow).
Step 3
Click the “off” radio button next to Enable Service Catalog.
Step 4
Close this form.
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Accessing the Configuration Wizard
Verifying the Custom Style
Timesaver
If you are using the Cisco IAC Appliance, you can completely skip the custom styles section here. You
do not need click Set Custom Styles Directory, in other words.
Verify that Cisco IAC is selected and that Site Administration is associated with this style. To do so,
complete these steps.
Step 1
Click the following link on the Welcome tab for the Cisco IAC 4.0 Configuration Wizard:
– Set Custom Styles Directory
Timesaver
These settings has been pre-configured for Virtual Appliance deployments.
Figure 9-2
Set Custom Styles
Step 2
Click Custom Styles in the right menu.
Step 3
Click Add to open the Custom Style Properties window.
Step 4
In the Name field, enter Cisco Intelligent Automation for Cloud 4.0.
Step 5
Check the Make this Style the default for the entire site check box.
Step 6
In the Style Directory field, click Browse.
Step 7
Click the IAC radio button, then click OK.
Step 8
Click Create to add the custom style.
Step 9
Back on the Custom Style Properties page, click Add to open the Search for Organizational Units dialog.
Step 10
Click Search to browse for the organizational units to which to associate the custom style properties.
Step 11
Check the Site Administration check box, then click Add.
Step 12
Click Close to return to the Configuration Wizard.
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Step 13
On the Wizard, click Next.
Configuring Agent Properties
On the Step 1 panel of the Cisco Intelligent Automation for Cloud Configuration Wizard, you configure
agent properties for all REX agents and HTTP agents.
Timesaver
We talked about creating the REX Agent and NSAPI accounts previously, so if you have already done
that, you can skip the associated step (the first in the list in Figure 9-3).
Figure 9-3
The Step 1 panel of the Cisco Intelligent Automation for Cloud Configuration Wizard
Creating Service Accounts for Both REX Agent and nsAPI Users
Service accounts for the REX adapter and nsAPI are required to connect Cisco Prime Service Catalog
to the REX adapter and Process Orchestrator, respectively.
Tip
You need to be logged in as a site administrator to complete the steps in this section.
Creating the Service Account the REXuser
Step 1
From the Wizard select:
– Create account for both Rex Agent and nsAPI user
Step 2
On the Organization Designer page, click Create Person from the Common Tasks panel (on the left of
the screen).
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Figure 9-4
Step 3
On the Create Person form, set up the REX user:
Tip
You may only set up REX user account as a local account; if you are using directory integration,
the REX user account will still be from a local source.
•
Enter “REX” as the First Name and “User” as the Last Name.
•
Enter a valid, actively monitored e-mail address. This will be the address where notifications
relating to the REX adapter user account will be sent.
Tip
Consider using the email address of a CPTA or a distribution list for all CPTAs.
•
Choose (GMT) Greenwich Mean Time from the drop-down list.
•
In the current release, only US English is supported; any language selection you make will be
ignored
•
Browse to select an Organizational Unit. Click Search, click the Site Administration radio button,
then click Add.
•
Optional. Enter a description or any information pertinent to the user account in the Notes field.
•
Enter REXuser as the Login.
•
Enter, then enter re-enter a password for the REX user account.
Note
Step 4
Organization Designer Page
If you are using the Cisco IAC Virtual Appliance, some or all of this information may have been
entered for you.
Click Create to create the new user and close the form.
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Creating the Service Account for the nsAPIuser
Note
Step 1
This step is optional if you intend to enable Directory Integration.
Back on Organization Designer page, select the People tab at the top of the page, if necessary.
Tip
Step 2
When the form closed, the People tab contents should automatically display, showing the user
information you just entered. If you need to make corrections, make them before proceeding to
the next step.
Click Copy (upper right of the screen) to create a copy of the REX user that will be named “nsAPI User”.
On the Create Person form:
•
Enter “nsAPI” as the First Name and “User” as the Last Name.
•
Enter a valid, actively monitored e-mail address. This will be the address where notifications
relating to the nsAPI user account will be sent.
Tip
Consider using the email address of a CPTA or a DL for all CPTAs.
•
Choose (GMT) Greenwich Mean Time from the drop-down list if it is not already filled in.
•
As before, only US English is supported; any language selection you make will be ignored.
•
Browse to open the Select an Organizational Unit dialog box.
Figure 9-5
Create Person Form Updated
– Click Search.
– Click the Site Administration radio button
– Click the People tab.
– Click Add.
•
Enter nsAPI as the Login.
•
Enter, then confirm password for the nsAPI user account you created earlier.
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Step 3
Click Create to submit and close the form.
Note
Step 4
If you are using the Virtual Appliance, this information may have been entered for you.
Click Create to close the form and return to Organization Designer.
Setting the Calendar for the nsAPI User
Step 1
In Organization Designer, click to access, or ensure that you are on, the People tab.
Step 2
In the People pane on the left side of the window, locate the line and click the name nsAPI user record.
Step 3
From the menu on the right side of the page, choose Calendar:
Step 4
In the Calendar pane, change all time values in the To column to 11:59 PM.
Figure 9-6
Step 5
Change all times in the From column to 12:00 AM if it is not already done so (as it is for Sunday and
Saturday).
Note
Step 6
The Calendar Pane
By default, Monday through Friday start at 9:00 AM, making for a 24-hour calendar.
When your are done, click Close in the pop up window to return to your location on the wizard.
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Setting Username and Password for REX Set REX Agent Properties
Step 1
From the Wizard, select:
– Set username and password for the 'REX Set REX Agent Properties' agent
Figure 9-7
Manage Integrations Tab
Step 2
In the Agents pane on the left, expand REX Set REX Agent Properties.
Step 3
Click Outbound Properties.
Step 4
In the REXOutboundAdapter.Username field, enter the REX login name you created on the Create
Person form.
Step 5
In the REXOutboundAdapter.Password field, enter the REX password in the Create Person form.
Step 6
When your are done, click Close in the pop up on the page to return to your location on the wizard.
Starting the REX Set Agent Properties Agent
Step 1
From the Wizard, select:
– Start 'REX Set REX Agent Properties' agent
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Figure 9-8
Control Agents Portal
Step 2
Click the red icons next to REX Set REX Agent Properties.
Step 3
Click Start Selected.
Tip
If you do not see “REX Set REX Agent Properties” in the list, scroll down, or sort by agent name by
clicking the Name column heading.
•
Note
The red icons turn to green, indicating that they are now sending and receiving.
In some cases, you may need to refresh the page before you see the colors change. To do so, click
the Refresh List button at the bottom of the page.
Step 4
Click Submit Order to submit the form and display the Order Confirmation page for the service that
you ordered.
Step 5
Click on the number in the Requisition Number field to display the details.
Step 6
Click Close to return to the Configuration Wizard.
Setting REX Agent Configuration
Configure all of the REX agent properties, then verify that the agents are configured correctly.
Step 1
From the Wizard, select:
– Set REX Agent Configuration
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Figure 9-9
Set REX Agent Configuration Screen
Step 2
On the Set REX Agent Configuration form, enter the REX account login name, then enter and re-enter
the REX account password.
Step 3
Enter the URL to the Prime Service Catalog Request Center server in the Prime Service Catalog
Request Center URL field.
Tip
The URL should include http or https, the hostname and port number, and the pathname to
RequestCenter. For example, http://localhost:8080/RequestCenter.
Step 4
Click Submit Order to submit the form and display the Order Confirmation page for the service that
you ordered.
Step 5
Click on the number in the Requisition Number field to display the details.
Figure 9-10
Requisition Details Form
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Step 6
In the Requisition Details pane, click the requisition number in the Requisition Number field to refresh
the status.
Tip
Step 7
Repeat this refresh process as many times as needed until the status is Completed.
Click Close to return to the Configuration Wizard.
Starting All REX Agents
You will next start all REX agents; that is, all agents with REX in the name. The current list includes the
following eleven REX agents:
1.
REX Add Organization Unit
2.
REX Add Organization Unit (Tenant)
3.
REX Add Person
4.
REX Create Queue
5.
REX Deactivate OU
6.
REX Delete Queue
7.
REX Modify Organization Unit
8.
REX Set DB Agent Properties
9.
REX Set HTTP Agent Properties
10. REX Set NSAPI Agent Properties
11. REX Set REX Agent Properties (already started in a previous step)
Step 1
From the Wizard, select:
– Start All REX Agents
Step 2
On the Control Agents Tab of the Service Links portal, press and hold the Shift key.
Step 3
Click the first REX agent in the list; scroll to click the last REX agent visible in the list on the page.
Figure 9-11
Selecting the REX Adapters
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Step 4
Click Start Selected.
Figure 9-12
Tip
The Start and Stop Buttons
If a vertical scroll bar appears in the list, scroll down to select the last agent on the page.
You will see the following message; click Yes:
Figure 9-13
The Confirm Start
The red icons will turn to green after a bit, indicating that they are now sending and receiving. In some
cases, you may need to refresh the page before you see the colors change. To do so, click the Refresh
List button at the bottom of the page.
Note
Step 5
There may have been additional REX agents in the list that you were not able to see (and
therefore, activate). To find them, use the scroll arrow at the bottom of the list. You may need to
use the “next page” button at the bottom of the screen, as well, to find all remaining REX agents.
Then repeat Step 2 through Step 4, as needed.
Click Close to close this form to return to the Configuration Wizard.
Configuring a DB Agent
These credentials are to connect to the database.
Step 1
From the Wizard, select:
– Configure DB Agent
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Figure 9-14
Step 2
From the Set Agent Configuration form, complete the following:
•
Set Agent Type to DB (should already be set, but be sure to check).
•
Enter a username and password.
•
Reenter the password to confirm.
Note
Step 3
Set Agent Configuration Screen
The username would match the Cisco Prime Service Catalog database information. Normally,
this would be “RCUSER.” Note that this applies only if you are using the built-in Oracle server.
(Remember, the built-in Oracle server is not meant for production environments.)
For the JDBC URL, highlight the appropriate URL to the right of the field (either MS SQL or Oracle,
depending on your setup).
Note
This is the connection to the Cisco Prime Service Catalog database. You will need to change the
example provided to replace localhost with the address to your actual database server. Only use
localhost if you are using the built-in Oracle server. (But use the built-in Oracle server only as
a test or proof of concept server.
Step 4
Copy the URL and then paste it into the JDBC URL field.
Step 5
Click Submit Order.
Starting a DB Agent
Follow these steps to enter credentials for connecting to the database.
Step 1
From the Wizard, select:
– Start DB Agent
Step 2
On the Control Agents Tab of the Service Links portal, select Insert Default Parameters.
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Step 3
Click Start Selected, and then click Yes to confirm.
Step 4
Click Yes to confirm.
Step 5
The red light icon next to Insert Default Parameters will turn green.
Step 6
On the Control Agents Tab of the Service Links portal, select Portal Page Assignment to OU.
Step 7
Click Start Selected, and then click Yes to confirm.
Step 8
The red light icon next to Portal Page Assignment to OU will turn green.
Step 9
Click Close.
Configuring the nsAPI Agent
To configure the nsAPI agent:
Step 1
From the Wizard, select:
– Configure NSAPI Agent
Step 2
On the Set Agent Configuration form (see Figure 9-14 for an example), complete the following:
•
Set Agent Type to NSAPI (may already be set; be sure to check).
•
Select Basic as the Authentication Scheme.
Note
Step 3
This value must be set to “Basic,” otherwise nsAPI will not function correctly and you will
not be able to properly continue Day 0 setup.
•
Enter the nsAPI username and password (as created earlier).
•
Reenter the password to confirm.
Click Submit Order.
Starting the nsAPI Agent
Step 1
From the Wizard, select:
– Start NSAPI Agent
Step 2
On the Control Agents Tab of the Service Links portal, select Retrieve OU ID on Name.
Step 3
Click Start Selected, and then click Yes to confirm.
Step 4
Click Yes to confirm.
Step 5
Click Close.
Step 6
Click Next to proceed to Step 2 of the Configuration Wizard: Cloud Administration.
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Setting Up Cloud Administration
On the Step 2 panel of the Cisco IAC Configuration Wizard, you create the home organization for Cloud
Provider Technical Administrators (CPTA). CPTAs manage cloud resources and services via the
service catalog. They have access to internal network and systems (underlying cloud infrastructure) and
onboard/offboard tenants. Figure 9-15 shows Step 2 after the Cloud Organization has already been set
up. Once you have set up the Cloud Organization, you are returned to Step 2. At that time (after the
Wizard redisplays), the link for “Add Cloud Administration Organization” has been removed. This is to
ensure that you do not inadvertently run that task more than once.
Figure 9-15
Configuration Wizard—Step 2: Cloud Administration
Adding a Cloud Administrator Organization
Step 1
From the Wizard, select:
– Add Cloud Administrator Organization
Figure 9-16
Step 2
Add Cloud Administration Organization Screen
On the Add Cloud Administration Organization form, enter the following:
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Step 3
•
Cloud Admin Organization Name (required)
•
Company Abbreviation (required; maximum 4 characters)
•
Organization Description (optional)
Click Submit Order.
Figure 9-17
Add Cloud Administration Organization Screen
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
Adding Cloud Administrators
Note
If you are using a directory service to import the Cloud Provider Technical Administrator, see the
information in the following section, Adding Cloud Administrators: Directory Service Users Only.
Step 1
From the Wizard, select:
Step 2
On the Add Cloud Administrator form, choose Create New User from the drop-down to display the
fields for creating a new user as a Cloud Administrator.
– Add Cloud Administrator(s)
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Figure 9-18
Step 3
Add Cloud Administrator Form
Provide the following information:
•
Enter the first and last name of the new Cloud Provider Technical Administrator.
•
Enter a unique login identifier for the Cloud Provider Technical Administrator.
•
Enter the new Cloud Administrator’s e-mail address.
•
From the drop-down list, choose the time zone associated with the new CA’s primary address.
•
Enter then re-enter the password for the new Cloud Administrator.
Step 4
Make nsAPI a Cloud Provider Technical Administrator.
Step 5
Click Submit Order.
Step 6
Click on the number in the Requisition Number field to display the details.
Step 7
Click Close when the status says Completed.
Adding Cloud Administrators: Directory Service Users Only
This section applies only if you are using a directory service to import user and organization data. Before
you proceed, directory integration must be set up. For instructions on setting up directory integration,
see Chapter 6, “Completing Optional Tasks.”
After you set up directory integration, users are automatically imported when they log in, and their Prime
Service Catalog roles are automatically assigned based on the user groups to which they were added in
the directory.
•
User roles are assigned when you define group role mappings during directory integration setup (as
shown in “Adding the nsAPI User to the Cloud Administration Group” section on page 6-6 in
Chapter 6, “Completing Optional Tasks”).
•
You assign the Cloud Administrator role to a user from the directory, rather than from Cisco Prime
Service Catalog, by adding the user to the Cloud Administrator user group in the directory.
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Making nsAPI a Cloud Provider Technical Administrator
Step 1
From the Wizard, select:
– Make nsAPI a Cloud Provider Technical Administrator
Step 2
On the Add Cloud Administrator page, click Select an Existing User.
Step 3
Select the nsAPI user and then click Submit Order.
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
Adding Site Administrator Role to nsAPI User
If you are using a directory service, see the information in the following section, Adding Cloud
Administrators, page 9-16.
Step 1
From the Wizard, Step 2, click:
– Add Site Administrator role to nsAPI user
Figure 9-19
Add Roles Form
Step 2
Select the nsAPI user.
Step 3
Choose Roles on the right of the screen (as shown in Figure 9-19).
Step 4
Click Add under the list of Roles first to open the search bar.
Step 5
Search for “Site Administrator”.
Step 6
Check the Site Administrator check box.
Step 7
Click Add.
Step 8
Click Close.
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Setting Up Cloud Administration
Connecting Cisco Process Orchestrator
Here, you register and connect the various platform elements to be used for the cloud. This setup must
be completed before any further setup or usage of the cloud environment can take place.
Step 1
From the Wizard, select:
– Connect Cisco Process Orchestrator
Step 2
On the Connect Cloud Infrastructure Screen, choose the platform element to which you would like to
connect.
•
Verify the Cloud Portal Host Name and Port Numbers.
•
Ensure Cloud Portal Connection Encryptedoption is set to False.
Tip
The Connection Encrypted is set to “False” by default. Setting to “True” would require SSL
being set up and enabled on Cisco Process Orchestrator, which is not required for Cisco IAC 4.0.
•
Enter the NSAPI User Name.
•
Enter the NSAPI Password.
•
Enter the Process Orchestrator Host Name.
•
Verify the Process Orchestrator Port Number.
•
Enter the Process Orchestrator Administrator User Name.
•
Enter the Process Orchestrator Administrator Domain (if applicable).
•
Ensure Process Orchestrator Connection Encrypted option is set to False.
•
Choose the Process Orchestrator Authentication Scheme.
•
Enter the Process Orchestrator Administrator Password.
Step 3
Click Submit Order.
Step 4
Click on the number in the Requisition Number field to display the details.
Tip
Step 5
This task of setting the Process Orchestrator values cannot complete until all agents are started, which
includes Process Orchestrator. Without the agents running the process can not complete.
Click Close.
Starting All Other Agents
Finally, you need to start all of the other agents in order to successfully finish this procedure.
Step 1
From the Wizard, select:
– Start all other agents
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Figure 9-20
Starting All Other Agents
Step 2
On the Control Agents Tab of the Service Links portal, select every single agent on every page with a
red light icon.
Step 3
Click Start Selected, and then click Yes to confirm. The red light icon next to all the remaining agents
will turn green.
Note
There may have been additional agents in the list that you were not able to see (and therefore,
activate).
To find them, use the scroll arrow at the bottom of the list or the “next page” button at the bottom
of the screen. Repeat Step 2 through Step 4 as needed.
Step 4
Click Submit Order.
Step 5
Click on the number in the Requisition Number field to display the details.
Step 6
Click Close when the status says Completed.
Initializing Cisco IAC Licensing
Step 1
From the Wizard, select:
– Initialize licensing
Figure 9-21
Refresh and Update Cloud License Screen
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Step 2
Click Submit Order.
Step 3
Click on the number in the Requisition Number field to display the details.
Step 4
Click Close when the status says Completed.
Connecting to the Cloud Infrastructure
On the Step 3 panel of the Configuration Wizard, you define the connection information for the platform
elements that will be used in Cisco IAC. This information will be used by Cisco Process Orchestrator to
integrate with the various components involved in the cloud provisioning processes.
Figure 9-22
Configuration Wizard—Step 3: Logout Notice
Step 1Log out of Cisco IAC, close your browser, and then restart it.
Step 2Log back in to Cisco Intelligent Automation for Cloud as the Cloud Provider Technical
Administrator (CPTA) you created previously. (See Adding Cloud Administrators, page 9-16.)
Step 3
Once back in, start the Wizard again. To do so:
•
Choose Service Portal from the menu at the top right of the screen:
•
Select Setup from the Cisco IAC 4.0 menu and then choose Configuration Wizard from the Setup
sub-menu:
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Connecting to the Cloud Infrastructure
Step 4
Click Next.
You will be returned to Step 3 of the Wizard, with new two tasks to complete, as shown in Figure 9-23:
Figure 9-23
Configuration Wizard—Step 3: Connect Cloud Infrastructure
Connecting Cisco IAC Management Appliance (Optional)
Timesaver
Step 1
If you do not intend to use Advanced Network Services (VSA 1.0), then connecting a Cisco IAC
Management Appliance is not required.
From the Wizard, select:
– Connect Cisco IAC Management Appliance
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Connecting to the Cloud Infrastructure
Figure 9-24
Step 2
Connect Cloud Infrastructure Form
On the Connect Cloud Infrastructure form, do the following:
Note
If you are using the Cisco IAC Virtual Appliance, some of this information has been already
entered for you.
•
Verify the Platform Element Type.
•
Enter a Host Name, Description, and Port number.
•
Set Secure Connection and Ignore Certificate Error to either True or False, as needed.
Tip
•
Note
Leaving the default settings is probably the best option.
Enter User Name and Password and then reenter the password to confirm.
If you are using the Cisco IAC Virtual Appliance, the user is “admin,” and the password is the
one you specified earlier.
Step 3
Click Submit Order.
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
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Connecting to the Cloud Infrastructure
Connecting Cloud Infrastructure
Step 1
From the Wizard, select:
– Connect Cloud Infrastructure.
Step 2
On the Connect Cloud Infrastructure form, under Connect VMware vCenter Server, do the following:
•
Select VMware vCenter as the Platform Element Type.
•
Enter a Host Name.
•
Enter a Port number.
•
Enter a Description.
•
Set the following to either True or False, as needed:
– Secure Connection
– Ignore Certificate Error
– Managed by UCS Director
Tip
•
Tip
Leaving the default settings is probably the best option.
Enter User Name and Password, the reenter the password to confirm.
You may need to enter the domain name before the username, followed by a backslash.
Step 3
Click Submit Order.
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
Note
Click Next to start discovery, explained next in “Discovering Cloud Infrastructure (Optional)”.
You will see a message informing you that Step 4 is being prepared. Next, you’ll see Step 4 as shown in
Figure 9-25.
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Discovering Cloud Infrastructure (Optional)
Discovering Cloud Infrastructure (Optional)
Discovering Network Devices (Optional)
Timesaver
The purpose of Step 4 is to discover your physical and virtual network appliances. Save for your first
Prime NSC, you do not need to pre-provision the virtual devices. Cisco IAC will provision all these
devices for you when the first Tenant Organization is onboarded that has elected for Advanced Network
Services. If you are not planning on using Advanced Network Services (VSA 1.0), you may skip Step
(Tab) 4 and move on to Step (Tab) 5 directly.
Figure 9-25
Step 1
Wizard Step 4 Screen
To discover network devices, from the Wizard choose:
– Discover Network Devices
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Discovering Cloud Infrastructure (Optional)
Figure 9-26
Note
Step 2
This process can take anywhere from 10 minutes up to an hour.
You are returned to the wizard Step 4 screen.
Figure 9-27
Step 3
Discovery In Progress Screen
Final Virtual Management Screen
Click Next to proceed to Step 5 in the Wizard.
Registering Nexus 1000v Devices (Optional)
Step 1
To register Nexus 1000v devices, from the Wizard choose:
– Register Nexus 1000v
Step 2
Complete the online process to register Nexus 1000v devices. When you are done, click Next.
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Configuring Cisco IAC With the Wizard
Managing PODs
Managing PODs
On the Step 5 panel of the Wizard, you create PODs and select the instances that manage its resources.
A POD (Point-of-Delivery) contains the platform elements and a data center.
Figure 9-28
Configuration Wizard—Step 5: POD Management
Creating Network PODs (Optional)
Use the Create POD service to register an installed POD (Point Of Delivery) and select the instances that
manage its resources, so that you can start using it in the cloud. You must be logged in as a Cloud
Provider Technical Administrator to create a network POD in Cisco IAC 4.0.
Step 1
From the Wizard, select
– Create Network POD
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Managing PODs
Figure 9-29
Step 2
Create Network Pod Form
On the Create Network Pod form, define the platform elements:
•
Note
Assign a name and description and then select the datacenter that is to serve this POD.
There is a 1-to-1 mapping between datacenters and PODs. If the drop-down list is empty, all
available datacenters have been associated with a POD. For information about defining a new
VMware datacenter, see VMware, page 2-4
•
Optional. Select the UCS Manager that is to serve this POD. There is a 1-to-1 mapping between UCS
Managers and PODs. Again, if the drop-down list is empty, all available UCS Managers have been
associated with a POD. For information about defining a new UCS Manager, see Understanding
Cisco UCS Manager Service Profile Templates and Policies, page 2-2.
•
Optional. Select the Server Provisioner instance that is to serve this POD. A CSP can be associated
with multiple PODs. This option requires:
– vCenter Port Group for OS Provisioning - The port group inside the vCenter that will be used
for the provisioning VLAN for bare metal installations.
– UCS VLAN for OS Provisioning - The VLAN associated with UCS that is used by the Server
Provisioner for bare metal installations.
Note
For information about defining a new Cisco Server Provisioner, see Understanding Cisco
UCS Manager Service Profile Templates and Policies, page 2-2.
Step 3
Click Submit Order.
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
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Managing PODs
Creating Compute PODs
Use the Create POD service to register an installed compute POD (Point Of Delivery) and select the
cloud infrastructure platform elements that manage its resources.
Note
Step 1
Multiple data centers are supported through multiple Compute PODs.
From the Wizard, select
– Create Compute POD
Figure 9-30
Step 2
Create Compute POD
On the Create Compute POD form:
•
Enter a new short name for the Compute POD.
•
Enter a full description of the Compute POD.
•
Select the Network POD instance that serves in this POD.
•
Select your Cloud Infrastructure Type, such as VMware vCenter Server.
Step 3
Click Submit Order.
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
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Configuring Cisco IAC With the Wizard
Setting System-Wide Services and Provisioning
Setting System-Wide Services and Provisioning
On the Step 6 panel of the Wizard, you select the system-wide services to offer and enter critical
information for provisioning the cloud servers, such as network domain name and default time zone.
When you have completed Step 6, click Next.
Figure 9-31
Configuration Wizard—Step 6: Set Provisioning Settings
Setting System-Wide Service Options
When a service is disabled, ALL users, including the CTPA, are disallowed from ordering the given
service. Although users can see the link to a disabled service, a “disabled” message displays, and
“Submit” buttons are hidden on the service forms.
Tip
Step 1
You can re-enable a disabled service at any time. Disabling an option only affects what users can order
from the catalog from the time the Set System Wide Service Options service order is fulfilled. It does
not affect current services already ordered.
From the Wizard, select:
– Set System-wide Service Options
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Setting System-Wide Services and Provisioning
Figure 9-32
Set System-wide Service Options Form
Step 2
Select the proper options based on your hardware inventory.
Step 3
Disable a service by clicking the No radio button, or re-enable a disabled service by clicking the Yes
radio button.
Step 4
Click Submit Order.
Step 5
Click on the number in the Requisition Number field to display the details.
Step 6
Click Close when the status says Completed.
Specifying Provisioning Settings
Specify the settings for bare metal and virtual machine provisioning, then verify that the bare metal and
virtual machine provisioning settings are configured correctly.
Step 1
From the Wizard, select:
– Set Provisioning Settings
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Setting System-Wide Services and Provisioning
Figure 9-33
Step 2
Server Provisioning Settings
On the Server Provisioning Settings form, specify the following:
•
Set the default the time zone for Cisco Server Provisioner.
•
Enter the period of time allowed, specified in minutes, before a virtual machine deployment
operation is determined as failed.
•
Enter the amount of time, in whole hours, to suppress duplicate alerts related to cloud automation.
•
The amount of time, in whole hours, between consecutive periodical executions of the CloudSync
infrastructure discovery service.
•
The period of time allowed, specified in minutes, before a CloudSync Discovery operation is
determined as failed.
•
The amount of time, in minutes, between consecutive periodical executions of platform element
connection validation services.
•
Enter the name of the Windows domain for commissioned Windows servers to join.
•
Enter the username and password for the Windows domain user to join the Windows VM to the
Windows domain.
•
Linux only. Choose the default time zone for the Linux server from the drop-down list. For valid time
zone values, see the VMware documentation on VMware.com.
•
Windows only. Choose the default time zone for the Windows server from the drop-down list. For
valid time zone values, see the VMware documentation on VMware.com.
Step 3
Click Submit Order to submit the form and display the Order Confirmation page for the service that
you ordered.
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
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Setting System-Wide Services and Provisioning
Configuring the E-Mail Notification Templates
Cisco IAC includes a set of default (delivered as part of Prime Service Catalog) e-mail notification
templates that you customize for an organization. The cloud system sends the e-mail notifications in
response to events such as orders and system errors. Before users can start ordering cloud services, you
must configure the e-mail notification templates with the relevant sender and recipient addresses.
Step 1
From the Wizard, select:
– Set System Email Account
Figure 9-34
Step 2
Manage Email Templates
For the editing window, click one of the following radio buttons to choose an editor.
•
HTML Part
•
Text Part
Step 3
In the editing panel, modify the default content and add optional content as needed.
Step 4
Click Update.
Step 5
Repeat Step 2 through Step 4, above, for the e-mail templates on the Request Center tab.
Assigning From Address for E-Mail Templates
You must assign the From address for the default templates to use for outgoing notification e-mail
messages. E-mail cannot be sent without a fully-qualified e-mail address. Follow these steps to assign
an e-mail address for the default e-mail templates.
Step 1
Click Set System Email Account.
Step 2
Enter the e-mail address you would like to use as the default from address for outgoing notification
e-mail messages in the Sender e-mail Address field.
Step 3
Click Submit Order.
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
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Configuring Cisco IAC With the Wizard
Creating Resources for Network Services
Creating Resources for Network Services
On the Step 7 panel, you register a datastore, add community and user networks to which users can
deploy servers, management networks, and infrastructure networks to be used for bare metal
provisioning and create a shared zone. When you have completed all of the tasks in Step 7, click Next.
If you do not wish to add networks or create a shared zone, click Skip.
Figure 9-35
Configuration Wizard—Step 7: Create Resources for Network Services
Required Steps
Registering a Datastore
Datastores that are discovered automatically during Connect Cloud Infrastructure must be registered
before they can be used in the shared zone community and organization virtual data centers. A single
datastore can be used by one or more Virtual Data Centers.
Step 1
From the Wizard, select:
– Register Datastore
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Creating Resources for Network Services
Figure 9-36
Step 2
Register a Datastore
On the Register Datastore form, select a datastore with a status of Discovered that should be registered
for use.
The form will populate with information specific to the datastore you selected.
Step 3
Enter a friendly name and description (for example, the type of storage) for the datastore. (Optional)
Step 4
Click Submit Order.
Step 5
Click on the number in the Requisition Number field to display the details.
Step 6
Click Close when the status says Completed.
Creating a Service Network
Use the Add Network form to define a VLAN and subnet to use in the cloud system use, for user servers,
server management, or for use by the cloud infrastructure.
Tip
Step 1
If you have many hosts, when adding networks, be sure to select the same port group for each host.
From the Wizard, select:
– Create Service Network
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Creating Resources for Network Services
Figure 9-37
Step 2
Step 3
On the Add Network form, from the drop down select a Cloud Infrastructure Type. Types include:
•
Amazon EC2
•
Cisco UCS Director
•
Openstack Cloud Manager
•
VMWare vCenter Server
•
VMWare vCloud Director
Select a Compute POD Name.
Note
Step 4
Add a Network
Depending on the cloud infrastructure type you choose, you will then see a selection of different
fields populate the screen.
Complete the cloud infrastructure fields as required for each type. For example, you may be asked to
provide any of the following (as well as other information):
•
Network Name: Enter a short name for the network that will be shown to users in drop-down
selection lists.
•
Subnet Address Specification: Enter the network for this subnet in CIDR notation. For example,
192.168.20.0/24. Enter only an IPv4 type of IP address. Note: Only networks from /23 through /29
are supported.
Tip
If after entering the Subnet Address Specification value you get a “process is taking too long to
complete” information message (such as the one shown in Figure 9-38), select continue option
until processing is complete and you can select another field on the form.
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Creating Resources for Network Services
Figure 9-38
Potential “Unresponsive Script” Message
•
Community Network: Choose the network access scope for user networks. A community network
is available to users in shared zones. Non-community networks require explicit VDC level access to
be set before users can deploy servers to it, which is useful for traffic isolation and better security.
•
Public Network: Specify the duplication policy for this network. Public networks are globally
unique, while private networks must only be unique within associated network device contexts.
•
Network Type: Choose a network type to determine how this network can be used. User networks
are used for deploying virtual machines or physical servers. Management networks are used for
management access to cloud servers. Infrastructure networks are used for management interfaces of
hypervisor hosts and other infrastructure devices.
•
Network Source: Select how IP addresses management is done in this network: Internally by Cisco
IAC, or via an external IP management tool.
•
In addition, you may need to enter any of the following:
– Subnet Mask
– Gateway Address
– FHRP1 (First Hop Redundancy Protocol) and FHRP2 Address
– Broadcast Address
– Primary DNS and Secondary DNS
Tip
Depending on the cloud infrastructure type you selected, the form may populate with
infrastructure-specific fields which also may be required. Be sure to complete these fields as
well. In all cases, the red asterisk will indicate the required field or fields.
Step 5
Click Submit Order.
Step 6
Click on the number in the Requisition Number field to display the details.
Step 7
Click Close when the status says Completed.
Creating Infrastructure Networks
Step 1
From the Wizard, select:
– Create Infrastructure Network
Note
The steps for this procedure are the same as outlined in the Creating a Service Network, page 9-35.
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Creating Resources for Network Services
Creating an Internet Network (Optional)
Step 1
From the Wizard, select:
– Create Internet Network
Note
The steps for this procedure are the same as outlined in the Creating a Service Network, page 9-35.
Configuring Resources for Network Services (Optional)
Step 1
From the Wizard, select:
– Configure Resource for Network Services
Note
The steps for this procedure are the same as outlined in the Creating a Service Network, page 9-35.
Adding a Public Subnet to Network POD (Optional)
Step 1
From the Wizard, select:
– Add Public Subnet to Network POD
Figure 9-39
Step 2
Add Public Subnet to Network POD
On the Add Public Subnet to Network POD form, enter the following:
•
Subnet Address. The network address of the subnet.
•
Subnet Bitmask. The bitmask (numeric) of the subnet you are adding. Do not include the slash.
•
Network POD Name.
•
Assigned Subnets. The public subnets that have already been assigned.
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Completing the Setup
•
Unassigned Subnets. The free public subnets remaining in the pool.
Step 3
Click Submit Order.
Step 4
Click on the number in the Requisition Number field to display the details.
Step 5
Click Close when the status says Completed.
Completing the Setup
Figure 9-40
Configuration Wizard—Setup Complete
Now that you have completed all of the required steps in the Configuration Wizard, your cloud
environment is ready for ordering. The final phase, is to set or check certain permissions as follows.
Note
Most of these permissions will already be set, but problems may arise with the Cisco Intelligent
Automation for Cloud 4.0 installation if these permissions are not set properly.
Step 1
Access the Organization Designer.
Step 2
Update all CPTA and TTA Roles.
Execute all services:
•
Service Order Service > All
Access all service items:
•
Step 3
Service Item Instance data: Select Read all
Update all OTA, TTA, and Server Owner Roles.
•
Service Item Instance data: Select Read all service items from my BU WebServices
•
Add:
– nsAPI access
– Requisition Access
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Completing the Setup
– Requisition System Account
Tip
For more information on Organizations, see the Cisco Intelligent Automation for Cloud 4.0
Administrator Guide.
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A P P E N D I X
A
Glossary of Terms
The following contains a list of acronyms important for understanding the installation, configuration,
and day-to-day use of Cisco Intelligent Automation for Cloud 4.0.
A
AD
Active Directory (AD) is a directory service implemented by Microsoft for
Windows domain networks
Amazon EC2
See EC2
AS
Advanced Services – Team of professional services engineers with Cisco, same as
Cisco Services
Autonomous System– In a routing context
ASA
Adaptive Security Appliance
AWS
Amazon Web Services
B
BaseDN
Base-distinguished name; used in LDAP authentication. See DN
BindDN
Bind-distinguished name; used in LDAP authentication. See DN
C
CaaS
Compute as a Service. See also IaaS and SaaS
CDP
Cisco Device Protocol
CP
Cloud Portal. This name is no longer in use (but you may still find it in older
documents.) The new name for this product is Cisco Prime Service Catalog.
CPBA
Cloud Provider Business Administrator
CPTA
Cloud Provider Technical Administrator
CSR
Cloud Services Router
CUIC
Cisco Unified Infrastructure Controller
Cisco Intelligent Automation for Cloud 4.0
Glossary
A-1
Appendix A
Glossary of Terms
D
DBA
Database Administrator
DHCP
Dynamic Host Configuration Protocol
DN
Name that uniquely identifies an entry in an LDAP directory. A DN is made up of
“attribute=value” pairs separated by commas
DNS
Domain Name System
DRS
Distributed Resource Scheduler. Part of VMware vSphere
E
EC2
Amazon Elastic Compute Cloud
EFT
Early Field Testing [release of beta software to select internal and external
stakeholders for a trial period]
ELMI
Enhanced Local Management Interface
ESXi
ESXi is a bare-metal hypervisor from VMware
F-H
FCS
Field Customer Ship
FHRP
First Hop Redundancy Protocol
HSRP
Hot Standby Router Protocol
HTML
HyperText Markup Language. A language for displaying information in a web
browser
I
IaaS
Infrastructure as a Service. See also Saas and CaaS
IAC
Cisco Intelligent Automation for Cloud
IIS
Internet Information Services, an extensible web server created by Microsoft
ILMI
Interim Local Management Interface
IPAM
IP Address Management
JKL
JBoss
Open Source Java Application Server from JBoss, a division of Red Hat Inc.
JQuery
Cross-browser JavaScript library
KDE
“K Desktop Environment;” A network-transparent desktop environment used on
UNIX workstations
LAN
Local Area Network
LDAP
Lightweight Directory Access Protocol. A protocol for accessing and maintaining
distributed directory information services over an Internet
LLDP
Link Layer Discovery Protocol
LUN
Logical Unit Number
Cisco Intelligent Automation for Cloud 4.0
A-2
Glossary
Appendix A
Glossary of Terms
M-N
MAC
Media Access Control
Mapping
Refers to mapping within Active Directory
NFS
Network File System
NSC
Network Service Controller
NMTG
Network Management Technology Group
nsAPI
Cisco offers a set of standard REST (Representational State Transfer) APIs and Java
stubs for accessing entities defined in Prime Service Catalog. They are collectively
known as nsAPI.
O
OpenStack
Initiative developed jointly by Rackspace Hosting and NASA. See:
http://www.openstack.org/
OTA
Organization Technical Administrator
OU
Organizational Unit
P
PNC
PowerVu Network Center
PNSC
Cisco Prime Network Services Controller (formerly known as VNMC)
POC
Proof Of Concept – Hands-on engagement of select customers with beta product
install in their environment at customer site
POD
Point of Delivery or Point of Distribution
PSC
Cisco Prime Service Catalog
Q
Queue
A first-in/first-out (FIFO) list of elements, where the first element added to the
queue will be the first one to be removed.
Query
A request for information from a database. See JQuery
R
RDP
Remote Desktop Protocol
S
SAN
Storage Area Network
SaaS
Software as a Service; See also CaaS and IaaS
SDP
Service Delivery Platform
SDU
Systems Development Unit
SSL
A cryptographic protocol used to provide secure communication over the Internet
SNMP
Simple Network Management Protocol
SP
Cisco Server Provisioner
Cisco Intelligent Automation for Cloud 4.0
Glossary
A-3
Appendix A
SSH
Glossary of Terms
Secure Shell
T
TAC
Technical Assistance Center
TBA
Tenant Business Administrator
Tenant
Member of a multi-tenancy server/zone; another word for “customer”
TTA
Tenant Technical Administrator
U
UCS
Cisco Unified Computing System
UCSD
Cisco Unified Computing System Director (UCSD)
UUID
Universal Unique Identifier. A 128-bit number used to uniquely identify an object
or entity
V
vASA
Virtual Adaptive Security Appliance
VDC
VMware Virtual Cloud Director
VDC
Virtual Data Center
VIP
Virtual IP
VNMC
Virtual Network Management Center (same as NSC). This name is no longer used.
This product is now known as Cisco Prime Network Services Controller.
VLAN
Virtual LAN
VMDC
Virtualized MultiService Data Center
VRRP
Virtual Router Redundancy Protocol
VSG
Virtual Security Gateway
VSO
Virtual Server Owner
V/PSO
Virtual and Physical Server Owner
WXYZ
Week 0
Marker to denote AS’s successful, autonomous deployment of IAC and successful
testing of flagship services.
WWNN
World Wide Node Name
WWPN
World Wide Port Names
Cisco Intelligent Automation for Cloud 4.0
A-4
Glossary
A P P E N D I X
B
Solution Prerequisites Checklists
Default Ports and Protocols
Table B-1
Requirements—Default Ports and Protocols
Application
Default Port
Protocol
Description
Cisco Prime
Service
Catalog
8080
TCP
Client web browser connections to the Cisco Prime Service Catalog
RequestCenter; Process Orchestrator communications to the Cisco
Prime Service Catalog request center inbound web service
6080
TCP
Process Orchestrator communications to the Cisco Prime Service
Catalog service link inbound web service.
2081
TCP
User Web browser connections to the Process Orchestrator web
console
61525
TCP
Process Orchestrator Console access to the Process Orchestrator
Server
61526
TCP
Web Service (API) communication using HTTPS protocol from the
Cisco Prime Service Catalog to the Process Orchestrator web service
61527
TCP
Web Service (API) communication using HTTP protocol from the
Cisco Prime Service Catalog to the Process Orchestrator web service
80
TCP
HTTP web service communication between Process Orchestrator and
Cisco Server Provisioner
21
TCP
FTP protocol used for Cisco Server Provisioner client provisioning
67
UDP
BOOTP protocol used for Cisco Server Provisioner client
provisioning
111
UDP
TFTP protocol used for Cisco Server Provisioner client provisioning
139
TCP/UDP
NetBios protocol used for Cisco Server Provisioner client
provisioning
445
TCP/UDP
SMB protocol used for Cisco Server Provisioner client provisioning
4011
TCP
BINL protocol used for Cisco Server Provisioner client provisioning
Process
Orchestrator
Cisco Server
Provisioner
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B-1
Appendix B
Solution Prerequisites Checklists
Limitations and Scalability
Limitations and Scalability
Table B-2
Requirements—Limitations and Scalability
Entity
Limitations
Cisco UCS Manager
1 instance per delivery (POD). Each POD can
contain up to 160 blades/host.
Cisco Process Orchestrator server
1 Process Orchestrator environment supported by
Cisco IAC. Note that multiple servers may be
installed in that Process Orchestrator environment
Cisco Server Provisioner server
0 or more. Each CSP can be associated to one or
more PODs.
Registered users
Up to 1,000; up to 200 concurrent users
Service items (concurrent)
Up to 10,000
VMware vCenter
1 instance
Storage Management Requirements
Table B-3
Requirements—Storage Management
Requirement
Create storage and configure as datastores
Cisco UCS Manager and Bare Metal Operating System
Provisioning Requirements
Table B-4
Requirement—Installing and Configuring UCS Manager
Requirement
UCS Manager is installed and configured before installing Cisco IAC
Table B-5
Requirements—Creating UCS Manager Pools
Requirement
UUID suffix pool
MAC address pool
WWNN pool
WWPN pool
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Solution Prerequisites Checklists
VMware Software Requirements
Table B-6
Requirements—Creating Cisco UCS Manager Service Profile Templates and Policies
Requirement
A hypervisor service profile template, per cluster, with the same quantity and configuration of
vNICs as on other hosts in the same cluster. The native VLAN for the first vNIC should be set
to the Management VLAN for that vCenter.
Note
Required only if ESXi Provisioning is enabled.
At least one service profile template for physical server provisioning.
Note
Required only if Physical Server Ordering is enabled.
A local boot policy assigned to the physical server service profile template which is set to boot
from local disk
A boot policy named "PXEBoot" which is configured to boot from the network
Note
This name is mandatory
Provisioning templates are prepared according to Cisco Server Provisioner product
documentation (see the Cisco Server Provisioner User's Guide on LinMin.com)
UCS blades for provisioning VMware ESXi hypervisor hosts have at least one local drive
VMware Software Requirements
Table B-7
Requirements—VMware Software Installation
Requirement
vCenter object names do not contain forward slashes
vSphere PowersCLI 5 or later is installed on the Process Orchestrator server
VMware Enterprise licensing is applied
VMware vSphere Distributed Resource Scheduler (DRS) is enabled
VM templates have been created with VMware tools installed to support operating
system customizations
Directory and Mail Server Requirements
Table B-8
Requirements—Directory and Mail Server
Requirement
LDAP server is installed, configured, and deployed
SMTP server is installed and configured with an account to send and receive e-mails
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Solution Prerequisites Checklists
Organizations and Users Preparation
Organizations and Users Preparation
Table B-9
Requirements—Organizations and Users
Requirement
Prepare a list of organizations
Prepare a list of organization users
Prepare a list of Organization Technical Administrators
Create a Virtual Datacenter
Table B-10
Requirements—Virtual Datacenter Creation
Requirement
vCenter platform element is registered
POD is created
Register Datastores
Create networks
Create Shared Zone
Table B-11
Requirements—Shared Zone Creation
Requirement
vCenter platform element is registered
POD is created
Register Datastores
Create networks
Order VM From Templat
Table B-12
Requirements—Order VM from Template
Requirement
VM templates created and discovered
Virtual Data Center or Shared Zone is created
Register Virtual Machine templates
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Solution Prerequisites Checklists
Order a VM and Install an Operating System
Order a VM and Install an Operating System
Table B-13
Requirements—Order a VM and Install an Operating System
Requirement
VLAN for Cisco Server Provisioner to use as its private PXE VLAN defined in vCenter
Cisco Server Provisioner Operating System Template is created
Virtual Data Center or Shared Zone is created
Register Cisco Server Provisioner Platform Element
Create/Modify POD to contain the Cisco Server Provisioner Platform Element
Discover and Register Cisco Server Provisioner operating system templates
Order a Physical Server
Table B-14
Requirements—Order a Physical Server
Requirement
VLAN for Cisco Server Provisioner to use as its private PXE VLAN defined in UCS Manager
At least one UCS service profile template for physical server provisioning is created
Cisco Server Provisioner Operating System Template is created
Virtual Data Center or Shared Zone is created
Place blades in the Physical Blade Pool
Discover and register Cisco Server Provisioner operating system templates
Discover and register Cisco UCS service profile templates
Provision ESXi
Table B-15
Requirements—Provision ESXi
Requirement
VLAN for Cisco Server Provisioner to use as its private PXE VLAN defined in UCS Manager
At least one hypervisor UCS service profile template for each vCenter cluster is created
Cisco Server Provisioner Operating System Template for ESXi is created
Infrastructure Network is created
Place blades in the Virtual Blade Pool
Discover and register Cisco UCS service profile templates
Discover and register Cisco Server Provisioner operating system templates
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Solution Prerequisites Checklists
Provision ESXi
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A P P E N D I X
C
Solution Deployment Checklists
Cloud Infrastructure Setup Checklist
Table C-1
Cloud Infrastructure Setup Checklist
Task
Define the VMware vCenter Server platform element
Define the Cisco UCS Manager platform element
Define the Cisco Server Provisioner platform element
Set provisioning settings
Add infrastructure network
Add community network
Create one or more PODs
Set up the shared zone
Cisco Process Orchestrator Setup Checklist
Table C-2
Process Orchestrator Setup Checklist
Task
Import the Core Automation Pack
Import the Common Activities Automation Pack
Import the Intelligent Automation for Compute Automation Pack
Import the Intelligent Automation for Cloud Starter Automation Pack
Import the Intelligent Automation for Cloud Automation Pack
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Appendix C
Solution Deployment Checklists
REX Adapter Installation Checklist
REX Adapter Installation Checklist
Table C-3
REX Adapter Installation Checklist
Task
Install the REX Adapter
Directory Integration Setup Checklist (If Applicable)
Note
These tasks are required only if external authentication is enabled for your environment. Otherwise, skip
to the next checklist.
Table C-4
Directory Integration Setup Checklist
Task
Verify that the prerequisites for directory integration are met
Configure the LDAP server
Configure authentication:
•
Configure mappings
•
Configure events
Configure authorization (Optional):
•
Create a security group for each user role on the LDAP server:
– Cloud Provider Technical Administrator
– Organization Technical Administrator
– Virtual and Physical Server Owner
– Virtual Server Owner
– Field Extender
– Service Group
•
Add the nsAPI user to the Cloud Administration Group
•
Configure user role mappings
Enable directory integration
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Solution Deployment Checklists
Service Catalog Deployment Checklist
Service Catalog Deployment Checklist
Table C-5
Service Catalog Deployment Checklist
Task
Copy service catalog files to Cisco Prime Service Catalog server
Import and deploy service catalogs
Portal and Portlet Deployment Checklist
Table C-6
Portal Deployment and Configuration Checklist
Task
Copy portlets folder and extract files
Configure Cisco Prime Service Catalog stylesheets
Import and deploy portal pages
Add portlet access to My Workspace
Cloud Administration Setup Checklist
Table C-7
Cloud Administration Setup Checklist
Task
Configure and enable approvals
Set up REX and nsAPI user account
Set username and password for REX Set REX agent properties
Start REX Set REX Agent Property agent
Set REX Agent Configuration and verify that the agent properties are set correctly
Start REX Set HTTP Agent Property agent
Set HTTP Agent Configuration and verify that the agent properties are set correctly
Start all other agents
Assign e-mail addresses for queue notifications
Modify the default e-mail notification templates (see Table C-10 on page C-4 for a checklist
of all of the templates)
Create the Cloud Provider Technical Administrator home organization
Add the new user as a Cloud Administrator (no directory service)
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Solution Deployment Checklists
Directory Integration Setup Checklist (If Applicable)
Directory Integration Setup Checklist (If Applicable)
Note
These tasks are required only if external authentication is enabled for your environment. Otherwise, skip
to the next checklist.
Table C-8
Directory Integration Setup Checklist
Task
Set up directory structure on the LDAP server, with Groups and Users folders.
Create the nsAPI user account on the LDAP server.
Create the lookup user account with “Read MemberOf” lookup permissions.
Configure the LDAP server in Cisco Prime Service Catalog.
Configure authentication:
•
Configure mappings.
•
Configure events.
Configure authorization (Optional):
•
Create security groups for all six Cisco Prime Service Catalog user roles in each
“Groups” folder on the LDAP server.
•
Add the nsAPI user to the CPTA security group.
•
Configure user role mappings.
Enable directory integration.
Cisco Intelligent Automation for Cloud Prerequisites
Table C-9
Cisco Intelligent Automation for Cloud Prerequisites Checklist
Task
You have completed the checklists in Appendix B, “Solution Prerequisites Checklists,”
and have confirmed that all of the Cisco IAC prerequisites are met.
Email Notification Template Modification Checklist
Table C-10
e-mail Notification Templates Checklist
e-mail Template
Add Role Completion Notification
Ad-Hoc Task Started
Connection Cloud Platform Elements Completed e-mail
CPO Error Notification Physical Server
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Solution Deployment Checklists
Organizations and Users Setup Checklist
Table C-10
e-mail Notification Templates Checklist (continued)
e-mail Template
CPO Error Notification VM
Default Late Activity
Failure to Create Network
Failure to Create Target Notification
Lease Expiration - First Warning
Lease Expiration - Second Warning
My Services Departmental Reviews
My Services Financial and Departmental Authorizations
My Services Service Group Reviews
Notification System Error in Service Request
Order VM from Template Completion Notification
Process Escalation
Remove Role Completion Notification
Service Canceled Notification
Service Complete Notification
Service Confirmation Customer Acknowledgement
Service Link Error on External Task
Service Rejected Notification
Service Started e-mail
Task Fulfillment Escalation Notification
Task Fulfillment Pending Notification
Tenant Management Complete Notification
Organizations and Users Setup Checklist
Table C-11
Organizations and Users Setup Checklist
Task
Create an organization
Create a new user to add as an Organization Technical Administrator
Assign Additional Permissions for the Organization Technical Administrator Role
Assign Additional Permissions for the Server Owner Roles
Add a Server Owner
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Solution Deployment Checklists
Organizations and Users Setup Checklist
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A P P E N D I X
D
Solution Deployment Worksheets for Cisco
Intelligent Automation for Cloud 4.0
Hardware Specifications
Table D-1
Hardware Specifications for Platform Elements
Platform Element
Component
Process Orchestrator
Server
CPU
Client
Server
Memory
Disk space
Cisco Prime Service
Catalog
Prime Service
CatalogDatabase
Cisco Server Provisioner
UCS
CPU
—
Memory
—
Disk space
—
CPU
—
Memory
—
Disk space
—
CPU
—
Memory
—
Disk space
—
CPU
—
Memory
—
Blades
—
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Solution Deployment Worksheets for Cisco Intelligent Automation for Cloud 4.0
Software Requirements
Software Requirements
Table D-2
Minimum Software Requirements
Component
Server
Notes
Application Server Operating System Process Orchestrator
Prime Service Catalog
Cisco Server Provisioner
Application Software
Process Orchestrator
Prime Service Catalog
LDAP Server
Process Orchestrator
Prime Service Catalog
Note
Web browser
LDAP server requirements apply only if your environment has been
enabled for external authentication.
Process Orchestrator
Prime Service Catalog
Virtualization
Hypervisor Manager
Physical Server Provisioning
Cisco UCS Manager
Database Connection Settings
Table D-3
Database Connection Settings
Component
Server
Database Specifications
Type (Oracle or Microsoft SQL)
Notes
Version
Host
Port
Process Orchestrator
credentials (Process
Database)
Database or Windows
authentication?
Username/Password
Default Port (shown on screen)
Domain
Process Orchestrator
credentials (Reporting
Database)
Database or Windows
authentication?
Username/Password
Default Port (shown on screen)
Domain
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Process Orchestrator Web Service Target Settings
Table D-3
Database Connection Settings
Component
Server
Notes
RequestCenter credentials
Database or Windows
authentication?
Username
Password
Domain
Datamart credentials
Database or Windows
authentication?
Username
Password
Domain
Cisco Prime Service
Catalog credentials
Database or Windows
authentication?
Username
Password
Domain
Process Orchestrator Web Service Target Settings
Process Orchestrator web service settings are configured when the Cisco Intelligent Automation for
Cloud Compute Automation Pack is imported into Process Orchestrator.
Table D-4
Process Orchestrator Default Web Service Target Settings
Requirement
Notes
HTTP Port of the Process
Orchestrator web service target
HTTPS or HTTP authentication
mechanism (NTLM, Digest, or
Basic)
Environment Name
(Default is, “PRODUCTION”)
Web service target credentials:
•
Domain of user account that is
used to connect to the Process
Orchestrator Web service target
•
User account username
•
User account password
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Cisco Prime Service Catalog Credentials
Cisco Prime Service Catalog Credentials
Table D-5
Prime Service Catalog Credentials
Requirement
Notes
Prime Service Catalog Appliance
Database or Windows authentication?
Username
Password
Domain
Prime Service Catalog Administrator Database or Windows authentication?
Username
Password
Domain
Prime Service CatalogApplication
Server
Database or Windows authentication?
Username
Password
Domain
SMTP Information
Table D-6
SMTP Server Name and Port
Requirement
Notes
SMTP server name
SMTP port
Default Sender for Process
Orchestrator
Default Sender for Prime Service
Catalog
Process Orchestrator-Prime Service Catalog Integration API
Connection User Account Credentials
The user credentials for the Prime Service Catalog Integration API Connection to Process Orchestrator
are created when the Intelligent Automation for Cloud Starter Automation Pack is imported into Process
Orchestrator.This user account is referred to as the nsAPI user account.
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Cisco Prime Service Catalog Request Center and Service Link User Account Credentials
Table D-7
Process Orchestrator-Prime Service Catalog Integration API Connection User Account
Credentials
Requirement
Setting
Username
Password
Cisco Prime Service Catalog Request Center and Service Link
User Account Credentials
Table D-8
Cisco Prime Service Catalog Request Center and Service Link User Account
Credentials
Requirement
Setting
Username
Password
REX Adapter Installation Settings
Record the settings using the worksheet provided for your database server.
Table D-9
Variable
REX Adapter Installation Settings—SQL Server
Definition
DBSERVER
DBPORT
DBNAME
DBUSER
DBPW
Table D-10
Variable
REX Adapter Installation Settings—Oracle® Database (Windows or Linux)
Definition
DBSERVER
DBPORT
SID
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Directory Integration Settings (If Applicable)
Table D-10
REX Adapter Installation Settings—Oracle® Database (Windows or Linux)
Variable
Definition
DBUSER
DBPWD
Directory Integration Settings (If Applicable)
LDAP Server Configurations
Table D-11
Directory Integration—LDAP Server Settings
Requirement
Setting
Datasource name
Datasource description (optional)
Protocol
Server product and version
BindDN
Host
User BaseDN
Port number
Password
Configure Authentication
Configure Mapping
Table D-12
Directory Integration—Mapping Configurations
Requirement
Setting/Mapping Attribute
Mapping name
Mapping description (optional)
Person data:
•
First Name
•
Last Name
•
Login ID
•
Personal Identification
•
E-mail Address
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Directory Integration Settings (If Applicable)
Table D-12
Directory Integration—Mapping Configurations (continued)
Requirement
Setting/Mapping Attribute
•
Home Organization Unit
•
Password
Configure Events
Table D-13
Directory Integration—Event Configurations
Requirement
Setting
EUABindDN
Mappings Settings
Table D-14
Directory Integration—Mappings Settings
Requirement
Setting
First name
Last name
Login ID
Person identification
E-mail address
Home organization unit
Password
Role list
Events Settings
Table D-15
Requirement
Directory Integration—Events Settings
Setting
EUABindDN
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Cloud Administrator and Organization Settings
Cloud Administrator and Organization Settings
Table D-16
Cloud Administrator and Organization Settings
Requirement
Setting
nsAPI user credentials:
Username
Password
Current role assigned
Current organization assigned
REX adapter user credentials
Username
Password
Current role assigned
Current organization assigned
Cloud Administrator—Organization
Organization name
Cloud Administrator—User credentials
Username
Password
Current role assigned
Current organization assigned
Cloud Platform Connection Settings
VMware vCenter Server Connection Settings
Table D-17
VMware vCenter Server Connection Settings
Platform Element
Requirement
VMware vCenter Server
Host name
Setting
Port
Secure connection protocol?
(T/F)
Username
Password
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Provisioning Settings
Cisco UCS Manager Connection Settings
Table D-18
Cisco UCS Manager Connection Settings
Platform Element
Requirement
Cisco UCS Manager
Host name
Setting
Port
Secure connection protocol?
(T/F)
Ignore certificate error? (T/F)
Time zone
Username
Password
Cisco Server Provisioner Connection Settings
Table D-19
Cisco Server Provisioner Connection Settings
Platform Element
Requirement
Cisco Server Provisioner
Host name
Setting
Port
Username
Password
Device user ID
Provisioning Settings
Table D-20
Provisioning Settings
Requirement
Setting
Cisco SP time zone
Default virtual server clone timeout
Cloud duplicate alert suppression time
period
Cloud Domain
Cloud Domain User
Cloud Domain Password
Cloud Default Time Zone Linux
Cloud Default Time Zone Windows
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System-wide Service Options
System-wide Service Options
Table D-21
System-wide Service Options
Name
Setting
Virtual Machine From Template Ordering
Virtual Machine and Install OS Ordering
Physical Server Ordering
ESXi Provisioning
Community VDC Ordering
Virtual Data Center Ordering
Advanced Network Services
Multiple Security Zones
Enhanced VM Security
High Availability
Load balancing Services
Network Settings
Table D-22
<network_type> Network Settings
Requirement
Setting
Network name
Subnet address specification (IP address/
routing prefix)
Community network
Public network
Network type
NetworksSource
vCenter portgroup
UCS VLAN
Subnet mask
Gateway address (if other than default)
FHRP1 address
FHRP2 address
Broadcast address (if other than default)
Primary DNS address
Secondary DNS address
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POD Settings
POD Settings
Table D-23
Shared Zone Settings
Requirement
Setting
Name
Description
VMware vCenter Instance
VMware Datacenter
Cisco UCS Manager Instance
Cisco Server Provisioner Instance
VMware Keystore Password
Shared Zone Settings
Table D-24
Shared Zone Settings
Requirement
Setting
POD
VMware vCenter Datacenter
Standards Settings (Optional)
If you have opted not to modify any standards settings for these service options, check the following
check box:
No standard settings have been modified from the default values.
Lease Term Standards
If you added new lease terms, record the information in Table D-25. If you have not added new lease
terms, check the check box below.
Lease term standards have not been modified from the default values.
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Standards Settings (Optional)
Table D-25
Lease Term Settings
Template
Requirement
New lease duration
Lease term (for example, 6
months)
Settings
Runtime (seconds)
Storage (seconds)
Warning 1 (seconds)
New lease duration
Lease term (for example, 6
months)
Runtime (seconds)
Storage (seconds)
Warning 1 (seconds)
New lease duration
Lease term (for example, 6
months)
Runtime (seconds)
Storage (seconds)
Warning 1 (seconds)
New lease duration
Lease term (for example, 6
months)
Runtime (seconds)
Storage (seconds)
Warning 1 (seconds)
Operating Systems Standards
No operating systems standards have been added or modified.
Table D-26
Operating System Standards Settings
OS Type (Windows, Linux, ESXi)
OS System
Linux
Windows
ESXi
New operating system standard—OS Type
New operating system standard—OS Type
New operating system standard—OS Type
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Standards Settings (Optional)
Server Size Standards
No server size standards have been added or modified.
Table D-27
Server Size Standards Settings
Size Label
Component
Small
CPUs
Setting
Memory (GB)
Storage (GB)
Medium
CPUs
Memory (GB)
Storage (GB)
Large
CPUs
Memory (GB)
Storage (GB)
New server size standard
(optional)
Size label
CPUs
Memory (GB)
Storage (GB)
New server size standard
(optional)
Size label
CPUs
Memory (GB)
Storage (GB)
New server size standard
(optional)
Size label
CPUs
Memory (GB)
Storage (GB)
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Standards Settings (Optional)
VDC Size Standards
No VDC size standards have been added or modified.
Table D-28
VDC Size Standards Settings
Size Label
Component
Small
Maximum virtual servers
Setting
Maximum vCPU
Maximum memory (GB)
Maximum total storage
(GB)
Maximum physical servers
CPU limit (MHz)
Resource pool CPU
reservation (MHz)
Resource pool memory
reservation (GB)
Number of snapshots
VDC
Medium
Maximum virtual servers
Maximum vCPU
Maximum memory (GB)
Maximum total storage
(GB)
Maximum physical servers
CPU limit (MHz)
Resource pool CPU
reservation (MHz)
Resource pool memory
reservation (GB)
Number of snapshots
VDC
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Standards Settings (Optional)
Table D-28
VDC Size Standards Settings (continued)
Size Label
Component
Setting
Large
Maximum virtual servers
Maximum vCPU
Maximum memory (GB)
Maximum total storage
(GB)
Maximum physical servers
CPU limit (MHz)
Resource pool CPU
reservation (MHz)
Resource pool memory
reservation (GB)
Number of snapshots
VDC
New VDC size standard
(optional)
Maximum virtual servers
Maximum vCPU
Maximum memory (GB)
Maximum total storage
(GB)
Maximum physical servers
CPU limit (MHz)
Resource pool CPU
reservation (MHz)
Resource pool memory
reservation (GB)
Number of snapshots
VDC
New VDC size standard
(optional)
Maximum virtual servers
Maximum vCPU
Maximum memory (GB)
Maximum total storage
(GB)
Maximum physical servers
CPU limit (MHz)
Resource pool CPU
reservation (MHz)
Resource pool memory
reservation (GB)
Number of snapshots
VDC
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Standards Settings (Optional)
Table D-28
VDC Size Standards Settings (continued)
Size Label
Component
New VDC size standard
(optional)
Maximum virtual servers
Setting
Maximum vCPU
Maximum memory (GB)
Maximum total storage
(GB)
Maximum physical servers
CPU limit (MHz)
Resource pool CPU
reservation (MHz)
Resource pool memory
reservation (GB)
Number of snapshots
VDC
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A P P E N D I X
E
Processes List
This appendix provides a listing of all of the Cisco Process Orchestrator processes and Prime Service
Catalog services delivered in Cisco Intelligent Automation for Cloud.
Process Orchestrator Processes
Processes
Server Provisioning Processes
•
Assign UCS Service Profile
•
Assign UCS Service Profile from Template
•
Convert Virtual Server To Template
•
Convert Virtual Server to Template Handler
•
Create Virtual Server
•
Create Virtual Server From Template
•
Customize Virtual Server
•
Delete Physical Server
•
Delete Virtual Server
Cloud Administration Action Handling Processes
•
Commission ESXi Host
•
Commission ESXi Host Handler
•
Decommission ESXi Host
•
Decommission ESXi Host Handler
•
Manage License Data
•
Manage License Data Handler
•
Manage Platform Elements
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Appendix E
Processes List
Process Orchestrator Processes
•
Manage Platform Elements Handler
•
Set Cisco Process Orchestrator Global Variables
•
Set Cisco Process Orchestrator Global Variables Handler
•
vSphere Create Resource Pool
•
vSphere Create Resource Pool Handler
•
vSphere Delete Resource Pool
•
vSphere Delete Resource Pool Handler
•
vSphere Update Resource Pool
•
vSphere Update Resource Pool Handler
Cloud User Action Handling Processes
•
Add Network
•
Add Network Handler
•
Check NSAPI Home OU
•
Commission Physical Server
•
Commission Physical Server Handler
•
Commission Virtual Server from Template
•
Commission Virtual Server from Template Handler
•
Commission Virtual Server and Install OS
•
Commission Virtual Server and Install OS Handler
•
Decommission Physical Server
•
Decommission Physical Server Handler
•
Decommission Virtual Server
•
Decommission Virtual Server Handler
•
Delete Snapshot SI
•
Delete Snapshot Virtual Server
•
Delete Snapshot Virtual Server Handler
•
Install OS with Cisco Server Provisioner
•
Manage Power State
•
Manage Power State Handler
•
Manage Virtual Server Configuration
•
Manage Virtual Server Configuration Handler
•
Modify Network Properties Handler
•
Remove Network
•
Remove Network Handler
•
Retrieve nsAPI Login and OU
•
Revert Snapshot Virtual Server
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Appendix E
Processes List
Process Orchestrator Processes
•
Revert Snapshot Virtual Server Handler
•
Snapshot Virtual Server
•
Snapshot Virtual Server Handler
•
Prime Service Catalog Update Service Request
•
Cloud Service Error Remediation
•
Create Service Item XML
•
Create Service Item Definition XML
•
Enumerate Clusters
•
Enumerate Datacenters
•
Enumerate VM Hosts
•
FSM State Transition
•
FSM State Transition Handler
•
Get IP Address
•
Get Tenant Configurations
•
NS Lookup
•
Query vSphere PowerCLI Install
•
Return IP Address
•
Revalidate Process Runtime Queue
•
Revalidate Process Runtime Queue Rules
•
Set Cloud Service Item Update Channel ID
•
Web Services Result Handler
•
Add Process to Runtime Queue
•
Add Service Request Note
•
Apply VM Host Profile
•
Associate VM Host Profile
•
Cancel Service Request
•
Cancel Service Requisition
•
Complete Service Request
•
Create GUID Hash from String
•
Create Lease Requisition
•
Create Service Target
•
Create VM Host Profile
•
Delete Process from Runtime Queue
Utility Processes
Atomic Processes
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Appendix E
Processes List
Process Orchestrator Processes
•
Delete Runtime User
•
Delete Service Item by Properties
•
Delete Service Target
•
Delete Target
•
Disassociate VM Host Profile
•
Execute vSphere PowerCLI Command
•
Find Orchestrator Processes
•
Find Runtime Users
•
Format UCS Organization
•
Generate Authorization APID
•
Initiate Prime Service Catalog e-mail Notification
•
Query Service Version
•
Remove VM Host Profile
•
Retrieve Service Item Data
•
Update Multiple Service Request Parameters
•
Update Runtime User
•
Update Service Request Parameter
•
Update Target
•
Update Service Item by Discovery Table XML
Portal Request Processes
•
Prime Service Catalog Service Request Handler
•
Prime Service Catalog Update Service Request History
•
Lease Management Processes
•
Initialize Lease Management
•
Lease Extend
•
Lease Extend Handler
•
Start Lease Management
Data Synchronization Processes
•
Get Stale Sync Data
•
Reset Stale Sync Data
•
Set Saved Sync Data
•
Collect Metrics Processes
•
Collect Metrics
•
Collect Metrics (Scheduled)
•
UCS Blade Metrics Data Sync
Cisco Intelligent Automation for Cloud Installation Guide
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4.0
Appendix E
Processes List
Process Orchestrator Processes
•
vSphere Metrics Data Sync
•
CloudSync Discovery Processes
•
CloudSync Discover Infrastructure
•
CloudSync Discover Infrastructure (Scheduled)
•
CloudSync Discover Infrastructure > Cisco SP Templates
•
CloudSync Discover Infrastructure > Cisco UCS Service Profile Templates
•
CloudSync Discover Infrastructure > Cisco UCS Blades
•
CloudSync Discover Infrastructure > Cisco UCS VLANs
•
CloudSync Discover Infrastructure > vCenter Clusters
•
CloudSync Discover Infrastructure > vCenter Datacenters
•
CloudSync Discover Infrastructure > vCenter Datastores
•
CloudSync Discover Infrastructure > vCenter Hosts
•
CloudSync Discover Infrastructure > vCenter Portgroups
•
CloudSync Discover Infrastructure > vCenter ResourcePools
•
CloudSync Discover Infrastructure > vCenter VM Templates
•
CloudSync Discover Infrastructure Handler
Validation Processes
•
Validate Platform Elements
•
Validate Platform Elements (Scheduled)
•
Validate Platform Elements Handler
•
Validate Platform Elements > Cisco Server Provisioner
•
Validate Platform Elements > Cisco UCS Manager
•
Validate Platform Elements > VMware Virtual Center Server
•
Validate Process Orchestrator
•
Validate Process Orchestrator Handler
Process Extension Points
CloudSync Discover Infrastructure
•
CloudSync Discover Infrastructure > Cisco SP Templates > Post-Discovery
•
CloudSync Discover Infrastructure > Cisco UCS Service Profile Templates > Post-Discovery
•
CloudSync Discover Infrastructure > Cisco UCS Blades > Post-Discovery
•
CloudSync Discover Infrastructure > Cisco UCS VLANs > Post-Discovery
•
CloudSync Discover Infrastructure > vCenter Clusters > Post-Discovery
•
CloudSync Discover Infrastructure > vCenter Datacenters > Post-Discovery
•
CloudSync Discover Infrastructure > vCenter Datastores > Post-Discovery
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Appendix E
Processes List
Process Orchestrator Processes
•
CloudSync Discover Infrastructure > vCenter Hosts > Post-Discovery
•
CloudSync Discover Infrastructure > vCenter Portgroups > Post-Discovery
•
CloudSync Discover Infrastructure > vCenter ResourcePools > Post-Discovery
•
CloudSync Discover Infrastructure > vCenter VM Templates > Post-Discovery
•
CloudSync Discover Infrastructure > User Defined
•
FSM State Transition > User Defined
Commission ESXi Host
•
Commission ESXi Host > Post-provisioning
•
Commission ESXi Host > Pre-provisioning
•
Commission ESXi Host > Service Profile Pre-association
•
Commission ESXi Host > User Defined Rollback
•
Commission ESXi Host (Cisco UCS) > User Defined Rollback
•
Decommission ESXi Host > Pre-Provisioning
Commission Virtual Server
•
Commission Virtual Server > Post-provisioning
•
Commission Virtual Server > Pre-provisioning
•
Commission Virtual Server and Install OS > User Defined Rollback
•
Commission Virtual Server from Template > User Defined Rollback
•
Create Virtual Server > User Defined
•
Create Virtual Server (vCenter) > User Defined
•
Create Virtual Server from Template > User Defined
•
Customize Virtual Server > User Defined
•
Customize Virtual Server Hardware (vCenter) > User Defined
•
Customize Virtual Server Operating System (vCenter) > User Defined
•
Decommission Virtual Server > Post-decommission
•
Decommission Virtual Server > Pre-decommission
•
Delete Virtual Server > User Defined
•
Manage Virtual Server Configuration > User Defined
Commission Physical Server
•
Commission Physical Server (Cisco UCS) > User Defined Rollback
•
Commission Physical Server > Post-provisioning
•
Commission Physical Server > Pre-provisioning
•
Commission Physical Server > Service Profile Pre-association
•
Commission Physical Server > User Defined Rollback
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Appendix E
Processes List
Process Orchestrator Processes
•
Decommission Physical Server > Post-decommission
•
Decommission Physical Server > Pre-decommission
•
Create Snapshot > User Defined
•
Delete Snapshot > User Defined
•
Delete Snapshot Virtual Server > Post-Provisioning
•
Revert Snapshot > User Defined
•
Revert Snapshot Virtual Server > Post-Provisioning
•
Snapshot Virtual Server > Post-Provisioning
•
Snapshot Virtual Server > Pre-Provisioning
Snapshots
Connection Status/Platform Elements
•
Validate Platform Elements > User Defined
•
Validate Process Orchestrator > Post-Provisioning
•
Manage Platform Elements > User Defined
•
Manage Platform Elements > User Defined Rollback
Virtual Data Centers (Process Extension Points)
•
Create Resource Pool > User defined
•
Delete Resource Pool > User Defined
•
Query vSphere Managed Objects
•
Update Resource Pool > User Defined
•
vSphere Create Resource Pool > Post-Provisioning
•
vSphere Create Resource Pool > Pre-Provisioning
•
vSphere Delete Resource Pool > Post-Provisioning
•
vSphere Delete Resource Pool > Pre-Provisioning
•
vSphere Update Resource Pool > Post-Provisioning
•
vSphere Update Resource Pool > Pre-Provisioning
Network Management
•
Add Network > Post-export
•
Add Network > Pre-export
•
Add Network > User Defined Exclusions
•
Modify Network Properties > User Defined
•
Modify Network Properties > User Defined Rollback
•
Remove Network > Extension
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Appendix E
Processes List
Prime Service Catalog Services
•
Remove Network > User Defined Rollback
•
Get IP Address > Post-allocation
•
Get IP Address > User Defined
•
Return IP Address > Post-return
•
Return IP Address > User Defined
IPAM
Cisco Server Provisioner
•
Install OS with Cisco Server Provisioner > Network Boot
•
Install OS with Cisco Server Provisioner > Post-provisioning
•
Install OS with Cisco Server Provisioner > Pre-provisioning
•
Manage Power State > Post-Provisioning
•
Manage Power State > Pre-Provisioning
•
Manage Power State > User Defined
•
Manage Virtual Server Configuration > Post-Provisioning
•
Manage Virtual Server Configuration > Pre-Provisioning
•
Lease Extend > Post-Provisioning
•
Find Targets > User Defined
Manage Servers
Utilities
Prime Service Catalog Services
Services
Commission Server Services
•
Decommission Physical Server
•
Decommission Virtual Machine
•
Order a Physical Server
•
Order a Virtual Machine and Install an OS
•
Order a Virtual Machine From Template
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Appendix E
Processes List
Prime Service Catalog Services
Shared Provider Zone Services
•
Create a Shared Zone
•
Modify a Shared Zone
Virtual Data Center Services (PSC)
•
Add Network to VDC
•
Create Virtual Data Center
•
Decommission Virtual Data Center
•
Modify VDC Size
•
Remove Network from VDC
Server Operations Services
•
Delete Snapshot
•
Extend Managed Lease Instance
•
Managed Lease Instance
•
Modify Configuration
•
Power Cycle Physical Server
•
Power Cycle Virtual Machine
•
Power Down Physical Server
•
Power Down Virtual Machine
•
Power Up Physical Server
•
Power Up Virtual Machine
•
Revert to Snapshot
•
Take Snapshot
•
View Snapshots
System Setup Services
•
Activate Cloud Resource
•
Add Network
•
Assign Cluster Metric SI Data
•
Assign Datacenter Metric SI Data
•
Assign Datastore Metric SI Data
•
Assign IPAddress SI Data
•
Assign Network Metric SI Data
•
Assign Resource Pool Metric SI Data
•
Assign UCS Metric SI Data
Cisco Intelligent Automation for Cloud Installation Guide
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Appendix E
Processes List
Prime Service Catalog Services
•
Clone VM to Template
•
Cloud Resource Maintenance
•
Cloud SIL Update Channel ID
•
Cloud Service Error Remediation
•
CloudSync Edit Infrastructure
•
Configure Approvals
•
Connect Cloud Infrastructure
•
Convert VM to Template
•
Create POD
•
Discover Infrastructure
•
Ignore Cloud Resource
•
Manage Blade Pools
•
Manage e-mail Templates
•
Modify Cloud Administration Organization
•
Modify Network Properties
•
Process Orchestrator Send Status e-mail
•
Refresh Metrics
•
Register Cisco UCS Blade
•
Register Cisco UCS VLAN
•
Register Cluster
•
Register Datacenter
•
Register Datastore
•
Register Hypervisor Host
•
Register Operating System Template
•
Register Resource Pool
•
Register Service Profile Template
•
Register VM Template
•
Remove Cisco UCS Blade
•
Remove Network
•
Remove Operating System Template
•
Remove POD
•
Remove Service Profile Template
•
Remove VM Template
•
Set HTTP Agent Configuration
•
Set Provisioning Settings
•
Set REX Agent Configuration
•
Set System-wide Service Options
•
Update Service Profile Template
Cisco Intelligent Automation for Cloud Installation Guide
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Appendix E
Processes List
Prime Service Catalog Services
•
Validate e-mail Server
•
Validate Cisco Process Orchestrator
•
Validate Platform Element
•
View Cisco Process Orchestrator
•
Update Cloud Infrastructure
•
Update POD
Tenant Management Services
•
Add Cloud Administration Organization
•
Add Cloud Administrator
•
Add Organization Technical Administrator
•
Add User
•
Create Organization
•
Modify Organization
•
Modify User Properties
•
Refresh and Update Cloud License
•
Remove Cloud Administrator
•
Remove Organization
•
Remove Organization Technical Administrator
•
Remove User
•
View Cloud Connections
•
View Organization Details
Service Extension Points
Commission Server Services
•
Decommission Physical Server Post-servicing
•
Decommission Physical Server Pre-servicing
•
Decommission Virtual Machine Post-servicing
•
Decommission Virtual Machine Pre-servicing
•
Order a Physical Server Post-servicing
•
Order a Physical Server Pre-servicing
•
Order a VM and Install an OS Post-servicing
•
Order a VM and Install an OS Pre-servicing
•
Order a Virtual Machine From Template Post-servicing
•
Order a Virtual Machine From Template Pre-servicing
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Appendix E
Processes List
Prime Service Catalog Services
Shared Provider Zone Services
•
Create Shared Zone Post-servicing
•
Create Shared Zone Pre-servicing
•
Modify Shared Zone Post-servicing
•
Modify Shared Zone Pre-servicing
Virtual Data Center Services
•
Add Network to VDC Post-servicing
•
Add Network to VDC Pre-servicing
•
Create Virtual Data Center Post-servicing
•
Create Virtual Data Center Pre-servicing
•
Decommission Virtual Data Center Post-servicing
•
Decommission Virtual Data Center Pre-servicing
•
Manage Blade Pools Post-servicing
•
Manage Blade Pools Pre-servicing
•
Remove Network from VDC Post-servicing
•
Remove Network from VDC Pre-servicing
Server Operations Services
•
Delete Snapshot Post-servicing
•
Delete Snapshot Pre-servicing
•
Extend Managed Lease Instance Post-servicing
•
Extend Managed Lease Instance Pre-servicing
•
Managed Lease Instance Post-servicing
•
Managed Lease Instance Pre-servicing
•
Modify Configuration Post-servicing
•
Modify Configuration Pre-servicing
•
Modify VDC Package Post-servicing
•
Modify VDC Package Pre-servicing
•
Power Cycle Physical Server Post-servicing
•
Power Cycle Physical Server Pre-servicing
•
Power Cycle Virtual Machine Post-servicing
•
Power Cycle Virtual Machine Pre-servicing
•
Power Down Physical Server Post-servicing
•
Power Down Physical Server Pre-servicing
•
Power Down Virtual Machine Post-servicing
•
Power Down Virtual Machine Pre-servicing
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Appendix E
Processes List
Prime Service Catalog Services
•
Power Up Physical Server Post-servicing
•
Power Up Physical Server Pre-servicing
•
Power Up Virtual Machine Post-servicing
•
Power Up Virtual Machine Pre-servicing
•
Revert to Snapshot Post-servicing
•
Revert to Snapshot Pre-servicing
•
Take Snapshot Post-servicing
•
Take Snapshot Pre-servicing
System Setup Services
•
Activate Cloud Resource Post-servicing
•
Activate Cloud Resource Pre-servicing
•
Add Network Post-servicing
•
Add Network Pre-servicing
•
Assign Cluster Metric SI Data Post-servicing
•
Assign Cluster Metric SI Data Pre-servicing
•
Assign Datacenter Metric SI Data Post-servicing
•
Assign Datacenter Metric SI Data Pre-servicing
•
Assign Datastore Metric SI Data Post-servicing
•
Assign Datastore Metric SI Data Pre-servicing
•
Assign IPAddress SI Data Post-servicing
•
Assign IPAddress SI Data Pre-servicing
•
Assign Network Metric SI Data Post-servicing
•
Assign Network Metric SI Data Pre-servicing
•
Assign Resource Pool Metric SI Data Post-servicing
•
Assign Resource Pool Metric SI Data Pre-servicing
•
Assign UCS Metric SI Data Post-servicing
•
Assign UCS Metric SI Data Pre-servicing
•
Clone VM to Template Post-servicing
•
Clone VM to Template Pre-servicing
•
CloudSync Edit Infrastructure Post-servicing
•
CloudSync Edit Infrastructure Pre-servicing
•
Configure Approvals Post-servicing
•
Configure Approvals Pre-servicing
•
Connect Cloud Infrastructure Post-servicing
•
Connect Cloud Infrastructure Pre-servicing
•
Convert VM to Template Post-servicing
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Appendix E
Processes List
Prime Service Catalog Services
•
Convert VM to Template Pre-servicing
•
Create POD Post-servicing
•
Create POD Pre-servicing
•
Discover Infrastructure Post-servicing
•
Discover Infrastructure Pre-servicing
•
e-mail Template Management Post-servicing
•
e-mail Template Management Pre-servicing
•
Ignore Cloud Resource Post-servicing
•
Ignore Cloud Resource Pre-servicing
•
Maintenance Post-servicing
•
Maintenance Pre-servicing
•
Manage Blade Pools Post-servicing
•
Manage Blade Pools Pre-servicing
•
Modify Cloud Admin Organization Post-servicing
•
Modify Cloud Admin Organization Pre-servicing
•
Modify Network Properties Post-servicing
•
Modify Network Properties Pre-servicing
•
Refresh Metrics Post-servicing
•
Refresh Metrics Pre-servicing
•
Register Cisco UCS Blade Post-servicing
•
Register Cisco UCS Blade Pre-servicing
•
Register Cisco UCS VLAN Post-servicing
•
Register Cisco UCS VLAN Pre-servicing
•
Register Cluster Post-servicing
•
Register Cluster Pre-servicing
•
Register Datacenter Post-servicing
•
Register Datacenter Pre-servicing
•
Register Datastore Post-servicing
•
Register Datastore Pre-servicing
•
Register Hosts Post-servicing
•
Register Hosts Pre-servicing
•
Register Operating System Template Post-servicing
•
Register Operating System Template Pre-servicing
•
Register Resource Pool Post-servicing
•
Register Resource Pool Pre-servicing
•
Register Service Profile Template Post-servicing
•
Register Service Profile Template Pre-servicing
•
Register VM Template Post-servicing
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Appendix E
Processes List
Prime Service Catalog Services
•
Register VM Template Pre-servicing
•
Remove Cisco UCS Blade Post-servicing
•
Remove Cisco UCS Blade Pre-servicing
•
Remove Network Post-servicing
•
Remove Network Pre-servicing
•
Remove Operating System Template Post-servicing
•
Remove Operating System Template Pre-servicing
•
Remove POD Post-servicing
•
Remove POD Pre-servicing
•
Remove Service Profile Template Post-servicing
•
Remove Service Profile Template Pre-servicing
•
Remove VM Template Post-servicing
•
Remove VM Template Pre-servicing
•
Set HTTP Agent Configuration Post-servicing
•
Set HTTP Agent Configuration Pre-servicing
•
Set Provisioning Settings Post-servicing
•
Set Provisioning Settings Pre-servicing
•
Set REX Agent Configuration Post-servicing
•
Set REX Agent Configuration Pre-servicing
•
Set System-wide Service Options Post-servicing
•
Set System-wide Service Options Pre-servicing
•
Update Cloud Infrastructure Post-servicing
•
Update Cloud Infrastructure Pre-servicing
•
Update POD Post-servicing
•
Update POD Pre-servicing
•
Update Service Profile Template Post-servicing
•
Update Service Profile Template Pre-servicing
•
Validate e-mail Server Status Post-servicing
•
Validate e-mail Server Status Pre-servicing
•
Validate Orchestration Status Post-servicing
•
Validate Orchestration Status Pre-servicing
•
Validate Platform Element Status Post-servicing
•
Validate Platform Element Status Pre-servicing
•
View Orchestration Status Post-servicing
•
View Orchestration Status Pre-servicing
•
View Platform Element Status Post-servicing
•
View Platform Element Status Pre-servicing
Cisco Intelligent Automation for Cloud Installation Guide
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Appendix E
Processes List
Prime Service Catalog Services
Tenant Management Services (Post-Servicing)
•
Add Cloud Administration Organization Post-servicing
•
Add Cloud Administration Organization Pre-servicing
•
Add Cloud Administrator Post-servicing
•
Add Cloud Administrator Pre-servicing
•
Add Organization Technical Admin Post-servicing
•
Add Organization Technical Admin Pre-servicing
•
Add User Post-servicing
•
Add User Pre-servicing
•
Create Organization Post-servicing
•
Create Organization Pre-servicing
•
Modify Organization Post-servicing
•
Modify Organization Pre-servicing
•
Modify User Properties Post-servicing
•
Modify User Properties Pre-servicing
•
Remove Cloud Administrator Post-servicing
•
Remove Cloud Administrator Pre-servicing
•
Remove Organization Post-servicing
•
Remove Organization Pre-servicing
•
Remove Organization Technical Admin Post-servicing
•
Remove Organization Technical Admin Pre-servicing
•
Remove User Post-servicing
•
Remove User Pre-servicing
•
View Organization Details Post-servicing
•
View Organization Details Pre-servicing
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A P P E N D I X
F
Privileges for vCenter Service Account
This appendix serves as reference for ensuring the service account used for Cisco IAC to connect and
manage vCenter Server objects has the required, specific security privileges. To enable these
permissions:
Step 1
Connect vSphere Client to vCenter Server.
Step 2
Click Home, then click Roles.
Step 3
To create a new user role, right-click on a blank area and choose Add.
Step 4
Enter a name (for example, “IAC Service Account”).
Step 5
Expand each category identified in the list below.
Step 6
Check each privilege identified in the list below.
Step 7
Repeat Steps 5 and 6 for each privilege.
Step 8
Click OK.
Note
Be sure to add permission for this role to each datacenter to be managed by IAC.
Privilege List
The following privileges are used by Cisco IAC to manage vCenter Servers and must be assigned to the
IAC Service Account to ensure proper operation.
Privilege
Alarms/Disable alarm action
Alarms/Modify alarm
Alarms/Remove alarm
Alarms/Set alarm status
AutoDeploy/Host
AutoDeploy/Image Profile
Cisco Intelligent Automation for Cloud Installation Guide
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Appendix F
Privileges for vCenter Service Account
Privilege List
Privilege
AutoDeploy/Rule
AutoDeploy/RuleSet
Datacenter/Create datacenter
Datacenter/IP pool configuration
Datacenter/Move datacenter
Datacenter/Remove datacenter
Datacenter/Rename datacenter
Datastore/Allocate space
Datastore/Browse datastore
Datastore/Configure datastore
Datastore/Low level file operations
Enumerate Datastores
vSphere Role Privileges
Alarms/Acknowledge alarm
Alarms/Create alarm
Get?Datacenter
Get?Datastore
Datastore/Remove datastore
Datastore/Remove file
Datastore/Rename datastore
Datastore/Update virtual machine files
Datastore cluster/Configure a datastore cluster
dvPort group/Create
dvPort group/Delete
dvPort group/Modify
dvPort group/Policy operation
dvPort group/Scope operation
ESX Agent Manager/Config
ESX Agent Manager/Modify
ESX Agent Manager/View
Extension/Register extention
Extension/Unregister extension
Extension/Update extension
Folder/Create folder
Folder/Delete folder
Clone to Datastore Cluster
Add Host Port Group
Cisco Intelligent Automation for Cloud Installation Guide
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OL-29971-01
Appendix F
Privileges for vCenter Service Account
Privilege List
Privilege
Update Host Port Group
Create Folder
vSphere Role Privileges
Folder/Move folder
Folder/Rename folder
Global/Act as vCenter Server
Global/Cancel task
Global/Capacity planning
Global/Diagnostics
Global/Disable methods
Global/Enable methods
Global/Global tag
Global/Health
Global/Licenses
Global/Log event
Global/Manage custom attributes
Global/Proxy
Global/Script action
Global/Service managers
Global/Set custom attribute
Global/Settings
Global/System tag
Cisco Intelligent Automation for Cloud Installation Guide
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Appendix F
Privileges for vCenter Service Account
Privilege List
Cisco Intelligent Automation for Cloud Installation Guide
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OL-29971-01
INDEX
A
C
About SSL
Centers
5-6
Accessing the Configuration Wizard
Virtual Data (Process Extension Points)
9-1
Accounts for Both REX Agent and nsAPI Users
Creating
Checking Required Prerequisites
Cisco Process Orchestrator Setup
Active Directory
integration configuration examples
Cloud Administration Setup
6-1 to 6-6
Adding
Cloud Infrastructure Setup
Cloud Administrator Organization
Cloud Administrators
C-1
C-3
C-1
Directory Integration Setup
9-15
C-2, C-4
E-mail Notification Template Modification
9-16
Cloud Administrators in the Directory Service (if
Applicable) 9-17
Site Administrator Role to nsAPI user Manually
(Without Directory Service) 9-18
Adding nsAPI User to Cloud Administration Group
Organizations and Users Setup
C-5
Portal and Portlet Deployment
C-3
REX Adapter Installation
6-6
C-4
C-2
Service Catalog Deployment
C-3
Cisco
Agent Properties
Configuring
UCS Manager and Bare Metal Operating System
Provisioning Requirements B-2
9-4
2-5
Cisco IAC Components
Assign From Address for e-Mail Templates
Atomic Processes
9-33
E-3
Cisco IAC Licensing
1-1
9-20
Cisco IAC-Specific Automation Packs
Authentication
Configure
1-2
Checklist
9-4
Amazon EC2
E-7
Installing
D-6
5-6
Cisco Intelligent Automation for Cloud
authorization (Directory Integration),
configuring ?? to 6-6
Automation Packs (TAPS) Selection Dialog
Prerequisites
5-3
C-1
Cisco Process Orchestrator Setup Checklist
Cisco Server Provisioner
C-1
E-8
Cisco Server Provisioner Connection Settings
B
D-9
Cisco Service Portal Request Center and Service Link User
Account Credentials D-5
Bare Metal
1-4
Cisco UCS Manager Connection Settings
Both REX Agent and nsAPI Users
creating accounts for
9-4
D-9
Client File Menu
vSphere
3-2, 8-1
Cloud Administration
Configuration Wizard—Step 2
9-15
Cisco Intelligent Automation for Cloud Installation Guide
OL-29971-01
IN-1
Index
Cloud Administration Action Handling Processes
E-1
Cloud Administration Group
Adding nsAPI User to
Configure
6-6
Cloud Administration Setup Checklist
Authentication
C-3
Cloud Administrator and Organization Settings
D-8
D-7
D-6
9-33
Configuring
Agent Properties
9-16
Cloud Administrators in the Directory Service (if
Applicable)
Adding
D-6
Configure e-Mail Notification Templates
9-15
Cloud Administrators
Adding
Events
Mapping
Cloud Administrator Organization
Adding
Create Resources for Network Services
(optional) 9-34
Authentication
Events
6-3
6-4
Mappings
9-17
9-4
6-3
Cloud Infrastructure Setup Checklist
C-1
Resources for Network Services
Cloud Platform Connection Settings
D-8
the LDAP Server
Cloud Provider Technical Administrator
creating home organization for
CloudSync Discover Infrastructure
6-2
User Role Mappings
6-6
configuring templates
9-15
E-mail notifications
E-5
Cloud User Action Handling Processes
9-38
E-2
Commission
9-33
Configuring Your Initial Cisco IAC 4.0 Setup
9-1
Connect Cloud Infrastructure
ESXi Host
Configuration Wizard—Step 3
E-6
9-21, 9-22
Physical Server
E-6
Connecting to the Cloud Infrastructure
Server Services
E-8, E-11
Connection Status/Platform Elements
Virtual Server
Installing
9-39
Compute PODs
Creating
5-3
Create
a Virtual Datacenter
9-29
Configurations
LDAP Server
E-7
Core and Common Automation Packs
E-6
Completing the Setup
9-21
Shared Zones
B-4
Create Resources for Network Services (optional)
D-6
Configuration Wizard—Setup Complete
9-40
Configuration Wizard—Step 2
Cloud Administration
9-34
Accounts for Both REX Agent and nsAPI Users
9-15
Compute PODs
Connect Cloud Infrastructure
9-21, 9-22
Configuration Wizard—Step 5
9-37
9-27
Resources for Network Services (Optional)
Configuration Wizard—Step 6
9-30
Configuration Wizard—Step 7
9-4
9-29
Infrastructure Networks
Network PODs
9-27
Set Provisioning Settings
Configuration Wizard—Step 7
Creating
Configuration Wizard—Step 3
POD Management
B-4
9-34
Security Group for Each User Role on the LDAP
Server 6-5
Service Network
9-35
Creating Cisco UCS Manager Pools
2-2
Cisco Intelligent Automation for Cloud Installation Guide
IN-2
4.0
Index
Extension Points
D
Process
Data Synchronization Processes
Default Ports and Protocols
E-4
B-1
Deploy OVA Template dialog
G
3-3
Directory and Mail Server Requirements
B-3
Group
Directory Integration
Cloud Administration
Adding nsAPI user to Cloud Administrator security
group 6-6
Configuring
Security
6-6
6-5
6-6
Configuring authorization
Configuring events
H
?? to 6-6
6-4
Configuring mappings
Hardware Specifications
6-3
Configuring user role mappings
D-1
6-6
Creating security groups for roles
Enabling
E-5
I
6-5
6-6
Optional Person Data Mappings
Importing and Deploying
6-6
Intelligent Automation for Cloud
Service Catalogs 7-3
directory integration
examples in Active Directory
Directory Integration Settings
6-1 to 6-6
Portal Packages
D-6
Portal Pages
Directory Integration Setup Checklist
C-2, C-4
Discovering to the Cloud Infrastructure
5-13
Service Catalogs
9-25
7-3
Infrastructure Networks
Discovery
Creating
successfully completed screen.
5-11
9-25
9-37
Initializing Cisco IAC Licensing
9-20
Installing
Cisco IAC-Specific Automation Packs
E
Core and Common Automation Packs
EC2
2-5
templates
Intelligent Automation for Cloud Starter TAP
9-33
Intelligent Automation for Cloud TAP
9-33
E-mail Notification Template Modification Checklist
Enabling Directory Integration
5-10
Intelligent Automation for Compute TAP
REX Adapter
E-6
5-6
7-2
D-7
7-1
Intelligent Automation for Cloud Extension Samples
(optional)
D-7
events, configuring (directory integration)
Events Settings
5-8
Installing and Configuring
Events
Configure
C-4
REX Adapter
6-6
ESXi Host
Commission
5-3
Intelligent Automation for Cloud Extension Samples
(optional) 5-9
E-mail notifications
configuring templates
5-6
6-4
Installing
5-9
Intelligent Automation for Cloud Service Catalogs
Cisco Intelligent Automation for Cloud Installation Guide
4.0
IN-3
Index
Importing and Deploying
Operating Systems Standards
7-3
Intelligent Automation for Cloud Starter TAP
Installing
Operations Services
Server
5-8
Intelligent Automation for Cloud TAP
Installing
Physical Server
Intelligent Automation for Compute TAP
IPAM
E-9, E-12
Order
5-10
Installing
D-12
B-5
VM and Install an Operating System
VM From Template
5-6
B-5
B-4
organizations
E-8
Cloud Administrator home organization,
creating 9-15
L
Organizations and Users Preparation
LDAP Server Configurations
Lease Term Standards
B-4
Organizations and Users Setup Checklist
D-6
C-5
D-11
Licensing
P
Initializing Cisco IAC
9-20
Limitations and Scalability
B-2
person data, configuring (Directory Integration)
6-3
Physical Server
Commission
M
Order
Making nsAPI a Cloud Administrator Manually (Without
Directory Service) 9-18
Manage Servers
E-8
Managing PODs
9-27
POD Management
Configuration Wizard—Step 5
9-27
managing
9-27
POD Settings
D-11
Portal and Portlet Deployment Checklist
D-6
mappings, configuring (Directory Integration)
Mappings Settings
B-5
PODs
Mapping
Configure
E-6
6-3
Portal Packages
Importing and Deploying
D-7
C-3
5-11
portal packages, importing and deploying
5-11
Portal Pages
N
Importing and Deploying
Network Management
E-7
E-4
Preparing
Network PODs
Creating
Portal Request Processes
5-13
9-27
Network Requirements
Network Settings
B-2
D-10
Cisco UCS and Bare Metal Operating System
Provisioning 1-4
Directory and Mail Servers
Storage Management
1-6
1-3
the Directory and Mail Server via LDAP and
SMTP 2-4
O
VMware Software
OpenStack
1-5
2-5
Cisco Intelligent Automation for Cloud Installation Guide
IN-4
4.0
Index
Prerequisites
REX Adapter Installation Checklist
6-1
Cisco Intelligent Automation for Cloud
REX Adapter Installation Settings
C-1
C-2
D-5
Prime Network Services Controller, Understanding Cisco,
See also Understanding Cisco 2-2
Prime Service Catalog Services
S
E-8
Process
Security Group for Each User Role on the LDAP Server
Extension Points
Processes
E-5
Creating
E-1
Atomic
security groups
E-3
adding nsAPI user (Directory Integration)
Data Synchronization
Portal Request
E-4
creating (Directory Integration)
E-4
E-1
Operations Services
E-3
E-5
E-1
Server Services
Process Orchestrator-Prime Service Catalog Integration
API Connection User Account Credentials D-4
Process Orchestrator Web Service Target Settings
Provider Zone
E-9
Provision ESXi
D-3
Commission
E-8, E-11
Server Size Standards
D-13
Service Catalog Deployment Checklist
Importing and Deploying
Service Extension Points
E-1
D-9
Creating
provisioning settings, configuring
9-31
E-11
9-35
Service Options
System-wide
Services
R
D-10
E-8
Virtual Data Center
Registering a Datastore
9-34
E-12
Virtual Data Center (PSC)
Requirements
E-9
Set Provisioning Settings
Storage Management
VMware Software
B-2
Configuration Wizard—Step 6
B-3
Setting REX Agent Configuration
Resources for Network Services
Configuring
9-30
9-9
Settings
9-38
D-3
Resources for Network Services (Optional)
9-34
Cisco Server Provisioner Connection
Cisco UCS Manager Connection
REX Adapter
Installing
7-3
Service Network
Provisioning Settings
Creating
C-3
Service Catalogs
B-5
Provisioning Processes
Server
E-1
Server Provisioner, Understanding Cisco, See also
Understanding Cisco 2-1
Process Orchestrator
Processes
6-5
E-9, E-12
Provisioning Processes
Validation
6-6
Server
Process Orchestrator
Utility
6-5
D-9
D-9
Cloud Administrator and Organization
7-2
Installing and Configuring
Cloud Platform Connection
7-1
Directory Integration
D-8
D-8
D-6
Cisco Intelligent Automation for Cloud Installation Guide
4.0
IN-5
Index
Events
Mappings
Storage Management
D-7
Network
POD
Starting the REX Set Agent Properties Agent
D-7
Discovery
D-9
REX Adapter Installation
Shared Zone
Standards
9-25
System Setup Services
D-5
E-9, E-13
System-wide Service Options
D-11
D-10
D-11
VMware vCenter Server Connection
Setting System-wide Service Options
D-8
T
9-30
Setting System-Wide Services and Provisioning
9-30
Setting Up
TAPS selection dialog
5-3
templates
Cisco UCS Manager
1-4
Cisco UCS Manager Pools
for e-mail notifications
1-4
Tenant Management Services
Cisco UCS Manager Service Profile Templates and
Policies 1-4
Organizations and Users Preparation
Your Networks
1-6
1-3
Setting Up Cloud Administration
9-15
Setting Username and Password for REX Set REX Agent
Properties 9-8
Shared Provider Zone Services
Shared Zones
9-33
E-11
Tenant Management Services (Post-Servicing)
E-16
the Directory and Mail Server via LDAP and SMTP,
Preparing, See also Preparing 2-4
The Step 1 panel of the Cisco Intelligent Automation for
Cloud Configuration Wizard 9-4
The Welcome tab for the Cisco IAC 4.0 Configuration
Wizard 9-2
E-9, E-12
D-11
U
B-4
Shared Zone Settings
D-11
Site Administrator Role to nsAPI user Manually (Without
Directory Service)
Adding
Snapshots
B-2
successfully completed screen.
D-11
Provisioning
Create
2-3
Storage Management Requirements
D-10
9-8
9-18
UCS Manager, Understanding Cisco, See also
Understanding Cisco 2-2
UCS Manager and Bare Metal Operating System
Provisioning Requirements
E-7
Specifications
Hardware
UCS Director, Understanding Cisco, See also
Understanding Cisco 2-2
Cisco
D-1
Specifying Provisioning Settings
9-31
B-2
UCS Manager Service Profile Templates and Policies,
Understanding Cisco, See also Understanding Cisco 2-2
Understanding
SSL
about
the Cisco IAC Installation Process
5-6
Where the Cisco IAC 4.0 Virtual Appliance Fits
In 3-1
Standards
Lease Term
D-11
Operating Systems
Server Size
D-12
Server Provisioner
D-11
Starting All REX Agents
Understanding Cisco
Prime Network Services Controller
D-13
Standards Settings
1-2
9-11
UCS Director
2-2
2-1
2-2
Cisco Intelligent Automation for Cloud Installation Guide
IN-6
4.0
Index
UCS Manager
Your Networks
2-2
Setting Up
UCS Manager Service Profile Templates and
Policies 2-2
1-3
User Account Credentials
Cisco Service Portal Request Center and Service
Link D-5
Utilities
Z
Zones
E-8
Utility Processes
Provider
E-3
shared
E-9
D-11
V
Validation Processes
E-5
VDC Size Standards
D-14
Virtual Datacenter
Create
B-4
Virtual Data Centers (Process Extension Points)
Virtual Data Center Services
E-7
E-12
Virtual Data Center Services(PSC)
E-9
Virtual Server
Commission
E-6
VM and Install an Operating System
Order
B-5
VM From Template
Order
VMware
B-4
2-4
VMware Software Requirements
B-3
VMware vCenter Server Connection Settings
vSphere Client File Menu
D-8
3-2, 8-1
W
Workflow
for installing Cisco IAC using the IAC 4.0 Virtual
Appliance in both modes 3-1
Y
Your Initial Cisco IAC 4.0 Setup
configuring
9-1
Cisco Intelligent Automation for Cloud Installation Guide
4.0
IN-7
Index
Cisco Intelligent Automation for Cloud Installation Guide
IN-8
4.0