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VMware VCLOUD REQUEST MANAGER 1.0.0 User`s guide

1. Fully qualified user name Password vCloud Director User The vCloud Director user must have system wide privileges System wide privileges Database Database Server Determine the database Request Manager will use The database server must be compatible with Request Manager See Chapter 2 Request Manager System Requirements on page 15 Oracle database version Configure the database The database must be configured before installing Request Manager See Oracle Configuration on page 17 Is the database configured Database TNS The TNS of the database Request Manager will use Database TNS Database user name and password You must have the administrator user name and password for the Oracle database Request Manager will use User name Password DBA Privileges The database user must have the required privileges See Oracle Configuration on page 17 Correct privileges Active Directory Active Directory URL The URL of the Active Directory Request Manager will synchronize with URL Active Directory user name and password You must have the administrator user name and password for the Active Directory Request Manager will use User name Password Email server Email server for outgoing mail Connection information for the email server used for outgoing email Port number Host name Email server user name and
2. You can add a new approval email template to a Workflow Template Prerequisites You have vCloud Administrator privileges Procedure 1 2 VMware Inc Open System Administration Select Workflow Management and then Customer Approval Task Screen Set Click Add New Customer Approval Task Screen Set The Task Screen Set Details window appears Enter the screen set details For example select Provision vApp for the Request Screen Set if the new Customer Approval Task is for the Provision vApp Workflow Template Click Save Open Designer Select Task on the left of the window and click Create The Screen Details window appears Enter the screen details Option Description Create Select Message Template Name Enter a name for the new email template 51 Request Manager Installation and Configuration Guide 52 Option Description Screen Set Select the Customer Approval Task Screen Set that you ve created Copy From Select the email template that you will use as the initial version of this new email template For example if the new email template is going to be similar to the existing vApp provisioning manager approval email select Provision vApp Approval Provision vApp Manager Approval 8 Click OK The email template is created and is highlighted in the table of screens in the main window 9 Double click the new email template 10 Assign the email template to the Customer Approval Task 11 Open Syste
3. e Double click Resolution Rule f Select the tiers icon for Please select a resolution rule g Double click Resolve vApp by vCD URL so that it inserts into the field h Click OK to insert the resolution rule into the Event Field pi In the Update drop down menu select Always 10 Click the Save button Request Manager saves the mapping details for the event and you will return to the Integration Events screen The Mapped field is now selected for the event type to indicate it is now mapped to Request Manager What to do next Refresh new Outbound Action Mappings for the additional instance of vCloud Director Refresh Outbound Action Mappings Request Manager needs to refresh new Outbound Action Mappings for any additional instances of vCloud Director you create Prerequisites You have vCloud Administrator privileges Procedure 1 Log in to the Request Manager Admin Portal 2 Click Integration 3 Click Outbound Actions on the Main tab in the left explorer panel 4 Select the vCloud Director source from the Filter By Source drop down menu The list of available vCloud Director outbound action types recognized by Request Manager appears on the screen What to do next Create a Provider Create a Cloud Blueprint Incoming Email Server 44 During the installation of Request Manager you provided information about the email server for incoming email You can use the Request Manager Admin Portal to add a new incoming
4. 3 To enter new licenses for the software click New on the Purchases tab The New Purchase window appears 4 Enter the number of new licenses in Quantity 5 Click OK to save the changes and close the window The purchase displays in the Purchases List and the On Hand list On Hand licenses are available to be allocated to a vApp template 6 To update a Purchase click Update at the bottom of the Purchases list The Update Purchase window appears 7 Change the quantity and then click OK to save the changes and close the window A Purchase cannot be updated if some of the licenses in that Purchase record are in use 8 To delete a Purchase click Delete at the bottom of the Purchases list A Purchase cannot be deleted if some of the licenses in that Purchase record are in use What to do next Associate software products to vApp Templates Defining Software Products Options You can define the manufacturers and asset lifecycle status for Software Products Define Manufacturers You can create edit or delete a Manufacturer Prerequisites You have Asset Manager privileges VMware Inc 63 Request Manager Installation and Configuration Guide Procedure 1 Inthe System Administration window under the CMDB section click Manufacturers The Manufacturers window appears 2 To create a manufacturer a Click Add New on the toolbar A new row is added to the table b Type the name of the manufacturer 3 To edit a manufacturer
5. 0 7 32 bit bit and 64 bit Oracle 11g Enterprise edition release 1 version 11 1 0 7 32 11 1 0 7 32 bit bit and 64 bit Oracle Configuration An Oracle Server and Oracle Client must meet specific requirements to support Request Manager Oracle Server Configuration Oracle Server has the following configuration requirements when used as the Request Manager database E Request Manager requires access to an Oracle database server m The character set of that server must be set to UTF 8 to support Unicode i18n characters m The Oracle and Request Manager servers must be configured to operate in the same time zone and have the same server time E Request Manager can share an existing Oracle database server provided that m The existing server s pre requisites must meet those of Request Manager m Other applications using the database support the same configuration E Applications must be configured with adequate resources Note Multiple applications sharing a single Oracle server can compete for server resources The Oracle DBA must configure applications to have the resources they need For example increase the connection limit move databases to separate servers During heavy loads some resources may not be available For example the max number of connections may be exceeded and can result in application errors VMware Inc 17 Request Manager Installation and Configuration Guide m The Oracle DBA must confi
6. 5 Administration Overview on page 31 for administration tasks managed from the Admin portal Access the Request Manager Admin Portal without Active Directory By default administrators must access Request Manager Admin Portal using their Active Directory account credentials If there are no administrator accounts in Active Directory you can still log in to the Request Manager Admin Portal and assign users to an administrator role Request Manager provides a super user account that can always access the Admin portal and promote new users to an administrator role vCloud Administrator Blueprint Administrator or Asset Manager The super user account has fewer privileges than a regular administrator This account should only be used to promote new administrators and allow further administration tasks to be performed by those users Procedure 1 Start your Web browser 2 Enter the following URL http lt hostname gt admin ServiceManager aspx NOAUTH TRUE Only the super user account can log into this URL 3 In the Login window enter the super user user name and password and click Login Option Description User name Enter ADMIN Password Enter the password specified when you configured the system identity in the configuration wizard See Configure Request Manager on page 22 What to do next You can assign an administrator role to a user See Assign Roles to Users on page 35 Access the Request Manager
7. 7 and 8 Windows Vista Internet Explorer 7 and 8 Windows 7 Internet Explorer 7 and 8 Request Manager User Portal The Request Manager User Portal supports the following operating systems and browsers Table 2 2 Request Manager User Portal Support Operating System Browsers Windows XP Internet Explorer 7 and above Mozilla Firefox 3 and above and Chrome 4 0 and above Windows 7 Internet Explorer 7 and above Mozilla Firefox 3 and above and Chrome 4 0 and above VMware Inc Chapter 2 Request Manager System Requirements Table 2 2 Request Manager User Portal Support Continued Operating System Browsers Mac OS 10 Safari 4 0 and above iPad Safari 4 0 and above Supported Database Software Request Manager 1 0 0 supports only Oracle Server databases The following lists the system requirements for the Request Manager database See Oracle Configuration on page 17 for more information on database configuration requirements m 2CPUs m At least 50 GB of available disk space The following lists the Oracle databases supported for use as the Request Manager database Table 2 3 Oracle Database Support Oracle Server Version Oracle Client Version Oracle 10g Standard edition release 2 version 10 2 0 4 32 10 2 0 4 32 bit bit and 64 bit Oracle 10g Enterprise edition release 2 version 10 2 0 4 32 10 2 0 4 32 bit bit and 64 bit Oracle 11g Standard edition release 1 version 11 1 0 7 32 11 1
8. N Select the vCloud Director source from the Filter By Source drop down menu The list of available vCloud Director event types recognized by Request Manager appears on the screen Any events that have defined how vCloud Director information translates into Request Manager has Mapped selected 5 Select the event type you want to map and click the Select Resource Type button 42 VMware Inc Chapter 5 Administration Overview 6 Specify how the information from vCloud Director will be mapped to Request Manager for the selected resource when an event is logged a b Click New Specify a name to identify the event type mapping The name for the default vApp Deleted event in Request Manager upon install is Release Software Licenses Select Log Request in the When Received field This means whenever Request Manager detects the deletion of a virtual application from vCloud Director a request will be logged within Request Manager Use the Using template drop down menu to specify the workflow template used to log the request Type Release Software Licenses and click the magnifying glass icon search mode The icon should now change to a page icon details mode Use the Logging Officer drop down menu to specify the user responsible for any requests logged due to this event This user must have Officer selected on their Person Record See Assign Roles to Users on page 35 for more information Type the last name of the
9. Trusted Root Certification Authorities gt Local Computer folder h Select Kerberos NTLM to use Kerberos NTLM to authenticate the connection i Type the NT Domain Name of the Active Directory Server j Select Authenticate Imported People against Source to authenticate users logging into the Request Manager User Portal with their Active Directory credentials This options uses AD credentials and not the credential defined within Request Manager 6 Click the Test button 7 Click the Save button What to do next Configure the Active Directory synchronization schedule Create or Modify an Active Directory Synchronization Schedule vCloud Request Manager scans it associated Active Directory source daily You can create a new schedule or modify and existing one to specify how often Request Manager scans the source Prerequisites m You have vCloud Administrator privileges E Request Manager has access to the Active Directory source VMware Inc 33 Request Manager Installation and Configuration Guide 34 Procedure 1 Log in to the Request Manager Admin Portal 2 Click Integration 3 Click Scheduling on the Main tab in the left explorer panel 4 Create a new schedule or modify an existing one To Action Create a new schedule Click Add New Schedule Modify an existing schedule Select Active Directory Scan and click the Select Schedule button 5 Type or modify the schedule details a Type a name for the schedule b Select a fr
10. Understanding Licenses Software license management guarantees license compliance and optimizes license utilization Software Product records help you manage your licenses for that particular software For example you can have a Software Product record for Microsoft Windows 7 and manage all the licenses you own for this product from the single record Request Manager provides nine Software Product records out of the box You can edit these records as well as add new Software Products Create a Software Product You can create a Software Product to help manage licenses for a particular product Prerequisites You have Asset Manager privileges Procedure 1 Click CMDB Items in the Request Manager Admin Portal The New CMDB Item window appears 2 Click the list icon on the right of CMDB Item Type VMware Inc 61 Request Manager Installation and Configuration Guide 6 Select Configuration Item and double click Software Product on the second panel Software Product is entered in CMDB Item Type Click Create The Software Product Details window appears Enter details of the Software Product See Defining Software Products Options on page 63 for more information about configuring values for Manufacturer and Asset Lifecycle Status Click OK to save the changes and close the window What to do next Add license information to the Software Product Edit a Software Product Use Request Manager to edit a Software Product P
11. a long time The following test data provides some idea of how long scans can take Table 2 4 Average Scan Times for vCloud Director Scans Typical Extreme Time Taken Extreme Organizations per Private Cloud 5 100 3 7 sec resource Members per Organization 20 500 0 3 sec resource Catalogs per Organization 2 10 0 8 sec resource Catalog Items per Catalog 50 100 1 0 sec resource Total Running vApp Instances per vCloud Director 100 5000 2 1 sec resource Instance Running vApp Instances per Organization 50 500 2 1 sec resource VMware Inc Chapter 2 Request Manager System Requirements Based on these average scan times scanning 100 vApps can take 4 minutes Scanning 5000 vApps can take 3 hours Scan updates are reflected when the next scheduled scan is run By default scans are set to run hourly See Create or Modify a vCloud Director Synchronization Schedule on page 40 Request Manager maintains a cached copy of the data within vCloud Director for better responsiveness This cache is populated by scheduled scans and is only as current as the latest scan An exception is the status display of each vApp which is retrieved live from vCloud Director Nore vCloud Director permits consumers of the vCloud API to be logged in for maximum period of 24 hours If a scheduled scan of vCloud Director by Request Manager were to take longer than 24 hours Request Manager s session would expire and the scan would abort without
12. already specified The user can opt to point the wizard to use a different new clean database however Re launching is recommended to complete an interrupted configuration it is not recommended for use as a means to perform subsequent modifications to those configurations These modifications should be performed using the Request Manager Admin Portal See Chapter 5 Administration Overview on page 31 Procedure 1 From Step 1 Welcome click Next to start the wizard The Step 2 Configure Database Connection screen appears 2 Specify the connection parameters to the vCloud Request Manager database a Enter the TNS for the database The TNS must be 32 bit b Enter the user name and password for the database 3 Click Test Connection to test the connection to the database If the connection succeeds a confirmation appears 4 Click Next to continue The Step 3 Building Database screen appears The configuration wizard creates and populates the database 5 Click Next to continue The Step 4 Configure Email Server screen appears 6 Configure the outbound email server a Enter the port number b Enter the full domain name of the mail server c Enter the user ID and password for the mail server VMware Inc 23 Request Manager Installation and Configuration Guide 24 10 11 Configure the inbound email server a b Select the protocol to use Enter the port number Select Reuse outbound server configuratio
13. completing However a new scan would begin shortly after and resume where the previous scan had completed Database Sizing Running a scan on a large number of vApps and resources can consume a lot of database space The following test data provides some idea of how much space m Scanning 30 000 resources consumes approximately 270 MB or 9 21 KB resource m A scan of 100 vApps can consume 1 MB A scan of 5000 vApps can consume 45 MB Security Security certificates must be manually installed Security Certificates Request Manager communicates with vCloud Director over a secure connection with SSL Optionally Request Manager can communicate with the Active Directory server using SSL Communication over SSL can only succeed if the Request Manager server is able to trust the certificates utilized by those servers A server s certificate will be trusted by the Request Manager server if it meets the following prerequisites E The certificate or the certificate of its issuer must be installed to the Trusted Root Certificate Authorities store for the local machine See Installing a Security Certificate on page 20 for directions on how and where the certificate should be installed m The certificate must be issued to either the host name fully qualified by domain of the remote server or the domain to which it belongs For example server1 mydomain com or mydomain com Furthermore when connecting via SSL the same fully qualified
14. includes the following topics System Requirements on page 15 Oracle Configuration on page 17 Performance and Scalability on page 18 Security on page 19 System Requirements Request Manager is compatible with the following VMware releases servers browsers operating systems and databases vCloud Director Request Manager requires vCloud Director 1 0 The following lists the system requirements for vCloud Director A vCloud Director installation on another server within the domain An pre configured account within vCloud Director with full system administrator privileges This account must not belong to a specific vCloud Director organization Note VMware recommends that this is a dedicated account Shared accounts are supported however assigning a dedicated account enables Request Manager actions to be more clearly distinguished within vCloud Director vCloud Director is configured with at least one published catalog that contains a set of enterprise approved vApp templates Note If there are no published catalogs users in new clouds will not be able to create new applications Microsoft Active Directory Request Manager requires Microsoft Active Directory 2003 or 2008 The Request Manager server must belong to the domain that is administered by the Active Directory server VMware Inc 15 Request Manager Installation and Configuration Guide 16 Request Manager populates it
15. instance of vCloud Director The list also shows the existing mapping that it has Table 5 2 Resource Mappings vCloud Director Resource Type Existing vCloud Request Manager Mapping Name Catalog Catalog Catalog Item Catalog Item vApp Template Network Cloud Network Organization Cloud Provider Network External Network Provider vDC Provider vDC User Cloud Members vDC vDC vDC Resource gt vApp vApp vDC Resource gt vApp Template vApp Template Prerequisites m You have vCloud Administrator privileges m You successfully added the vCloud Director instance 38 VMware Inc Chapter 5 Administration Overview Procedure 1 Log in to the Request Manager Admin Portal Click Integration Click Resources on the Main tab in the left explorer panel A WO N Select the vCloud Director source from the Filter By Source drop down menu The list of available resources you can import from vCloud Director into Request Manager appears on the screen Any resources that are already mapped into Request Manager display within a blue circle 5 Double click the resource you want to import 6 Specify how the information from vCloud Director will be mapped to Request Manager VMware recommends that you copy the existing mappings defined in Request Manager for the vCloud Director source created during installation a Click Clone From b From the table select the mapping you want to copy for this resource c C
16. linked to The list contains these values m Theentity associated with the currently opened message template In this case the Customer Approval Task entity Provision vApp Approval Examples of Customer Approval Task data fields are Task Title Task Description m The Request entity that the Customer Approval Task is linked to Provision vApp Approval s Request Examples of Request data fields are vApp Name vApp Description Em Sender and Recipient which enables addition of fields relating to a person data for example First Name Surname Email ID and so on To remove a data field from the message template select the field on the template right click and select Delete 49 Request Manager Installation and Configuration Guide 50 To change the approval email for the Provision Cloud Workflow Template select Provision Cloud Approval in Screen Set and Message Template in Screen Design Double click Provision Cloud Manager Approval to open the message template and modify the message template as described above Add an Approval Task to a Workflow Template You can add a new approval task to the beginning or the end of the Provision vApp and Provision Cloud Workflow Templates Multiple approvals can be arranged in a sequential or parallel manner in the workflow Prerequisites You have vCloud Administrator privileges Procedure 1 Click Workflow Template in the Request Manager Admin Portal The Workflow Template Admini
17. need to specify at least one criterion in order to perform a search You can type the wildcard character in any text field to return all results for that criterion 4 Click Search 5 From the search results table select a person and click the Action button 6 Click the Edit button in the toolbar modify pre populated fields such as User ID Object GUID Manager and so on 7 Select Officer 8 Select Concurrent 9 On the Security Roles tab assign the relevant security roles to the user Select a General Access role Workflow Management role and Configuration Management role 10 On the Workflow Groups tab assign the relevant workflow groups to the user Click Selected for each workflow group to which you want to assign this user Click Default WM to set the user s default workflow management group You can only assign one default workflow management group 11 Click OK The Request Manager Person record is updated with the relevant details The user can now log on to the Request Manager Admin Portal 36 VMware Inc Chapter 5 Administration Overview Connecting to Multiple Instances of VMware vCloud Director You can connect to one or more instances of vCloud Director to Request Manager VMware vCloud Request Manager scans each instance of VMware vCloud Director to validate the list of Clouds vApp Templates and deployed vApps After you add anew instance of vCloud Director you must configure Request Manager to use the new i
18. refers to the manager of the person who submitted the request The manager of a person is defined in the Person record This information is imported from Active Directory Click OK To remove an approver select an approver in the Recipients section and click Delete A task must have at least one approver Click Save Modify Approval Emails When a Customer Approval task is activated approvers defined in the task receive emails These emails provide information on what needs to be approved and includes links to approve or decline the request via email Do not modify approve and decline links in the email Request Manager requires specific mail to links to process the response emails from the approver Prerequisites You have vCloud Administrator privileges Procedure 1 VMware Inc Click Designer in the Request Manager Admin Portal The Designer window appears Select Task on the left of the window A list of screens and message template appears on the right of the window To change the approval email for the Provision vApp Workflow Template select Provision vApp Approval in Screen Set and Message Template in Screen Design Double click Provision vApp Manager Approval to open the message template To add a data field to the message template select the field in the Add a Field tab on the left panel and drag and drop it onto the template The Data fields for drop down list shows the entities that the data fields are
19. scan runs Request Manager updates the Activity log You can view the log for information about the number of items discovered and updated as well as the details for any errors Prerequisites You have vCloud Administrator privileges Procedure 1 Log in to the Request Manager Admin Portal 2 Click Integration 3 Click Scheduling on the Main tab in the left explorer panel 4 Select a vCloud Director schedule and click Select Schedule 5 On the Activity tab select a scan and click Open 6 Click the Statistics tab This tab shows the number of resources scanned updated deleted and so on 7 Click the Synchronization Log tab This tab displays errors logged during the scan Double click an error message to view more details Configure Event Mappings In order to detect and import events from any additional instances of vCloud Director you must define under what criteria to log an event in Request Manager and how the fields of this event in vCloud Director will map into Request Manager This section outlines how you can set up event mapping to handle the return of a software license in Request Manager when the virtual application using this license is deleted from vCloud Director Prerequisites m You have vCloud Administrator privileges m You successfully added the vCloud Director instance Procedure 1 Log in to the Request Manager Admin Portal Click Integration Click Events on the Main tab in the left explorer panel A WO
20. settings for the Active Directory source a Type a name to identify the Active Directory source b Select a status for the source Select Active to use the source throughout Request Manager Select Inactive to disable the source throughout Request Manager c Type the full LDAP server path of the Active Directory server This must include the protocol server and root naming context and can optionally include a port number or a group of users For example LDAP myLdapserver mydomain com port 0U mygroup dc mydomain dc com or LDAP dc mydomain dc com You must use capital letters for the LDAP prefix For LDAP over SSL type LDAP for the server path and choose SSL d Type the user DN ID This is the Windows account used to connect to the Active Directory server You can type the user principal name for example login domain or the flat domain name for example domain user If you do not provide a User DN ID the connector uses the credentials of the executing accounts in this case the Web server and Integration service Ensure that both these accounts have appropriate rights e Type the password used to authenticate the user f Ifthe connection string provides a specific server select Server Bind for optimal performance Do not select this option for serverless connection strings g Ifthe connection to Active Directory uses SSL select SSL Touse SSL the Active Directory security certificate must be installed in the
21. the approver that has been assigned the task Approvers can be added by specifying particular people or data fields When data fields are used approvers are assigned based on the values specified in the selected data fields when the task activates Prerequisites You have vCloud Administrator privileges Procedure 1 Click Workflow Template in the Request Manager Admin Portal The Workflow Template Administration window appears 2 Select a Workflow Template and click Open The Workflow Template Details window appears 3 Click the Dependencies button The Task Dependencies window appears displaying the workflow logic of the Workflow Template 4 Double click on the Manager Approval task The Customer Approval Details window appears 5 To add more approvers expand the Recipients section and click Add under the Select Customers table The Recipients window appears 6 To add specific people as approvers a Select People b Type all or part of the person s name and click Find You can type the wildcard symbol to search for all people c Select the people to add as approvers and click Add VMware Inc 10 Chapter 5 Administration Overview To add a data field a Select Other b Select the fields to add as approvers and click Add The Results table shows all People fields that are linked to the request up to three levels For example Request No Requestor refers to the person who submitted the request Request No Requestor Manager
22. Console to define the external commands that the Run External Procedure Task will reference The Service Manager Server Console is installed on the Request Manager host machine when Request Manager is installed VMware Inc 53 Request Manager Installation and Configuration Guide 54 Prerequisites You have vCloud Administrator privileges Procedure 1 Open the Service Manager Server Console 2 Expand System and then click on External Commands 3 Click New External Command enter the details of the external command and click OK Click the browse button to select an executable The executable must be able to be run from the Request Manager host machine What to do next Add a Run External Procedure Task to a workflow Add a Run External Procedure Task to a Workflow You can add a Run External Procedure Task to a workflow to automatically run an executable when the task is activated Prerequisites You have vCloud Administrator privileges and you have added an external command to the Service Manager Server Console Procedure 1 Inthe Task Dependencies window for a workflow select the Run External Procedure Task from a palette of tasks and drag and drop it into the dependency diagram 2 Link the task into the existing workflow then double click the task to open it 3 Enter the task details In the Command field select an executable that you defined in the Service Manager Server Console For more information about the
23. MAIL_ID REQUEST REQUESTOR_REF Requestor User ID String AR_PERSON USER_ID REQUEST EXTFLDV_390036 AR_PER Approver String SON DISPLAY REQUEST EXTFLDV_390037 Approval Comments Text Table 5 6 Provision vApp Data Fields Reference Field Description Data Type REQUEST EXTFLDV_390038 AR_PRI Target Cloud Organization String MARY_ASSET DISPLAY REQUEST SERVICE_REF Catalog String AR_PRIMARY_ASSET DISPLAY REQUEST SERVICE_ACTION_REF Catalog Item String AR_PRIMARY_ASSET DISPLAY REQUEST SERVICE_ACTION_REF vApp Template String AR_PRIMARY_ASSET EXTFLDV_39 0001 AR_PRIMARY_ASSET DISPLAY REQUEST EXTFLDV_390024 vApp Title String REQUEST EXTFLDV_390025 vApp Description Text REQUEST EXTFLDV_390026 Required Until Date time REQUEST EXTFLDV_390027 AR_PRI Target vDC String MARY_ASSET DISPLAY REQUEST EXTFLDV_390022 vApp URL in vCD Console This will String be populated only after the vApp has been successfully created in vCD Table 5 7 Provision Cloud Data Fields Reference Field Description Data Type REQUEST EXTFLDV_3900028 AR_PR Provider Location String IMARY_ASSET DISPLAY REQUEST EXTFLDV_3900028 AR_PR Provider vDC String IMARY_ASSET EXTFLDV_390008 AR _PRIMARY_ASSET DISPLAY REQUEST SERVICE_ACTION_REF Cloud Blueprint String AR_PRIMARY_ASSET DISPLAY REQUEST EXTFLDV_3900030 Cloud Title User friendly String REQUEST EXTFLDV_3900031 Cloud Description Text VMware Inc 55 Request
24. Manager Installation and Configuration Guide 56 Table 5 7 Provision Cloud Data Fields Continued Reference Field Description Data Type REQUEST EXTFLDV_3900039 Cloud Name Unique String REQUEST EXTFLDV_390022 Cloud Organization URL in vCD String Console This will be populated only after the Cloud has been successfully created in vCD Add a Conditional Branching Task to a Workflow Conditional Branching allows the configuration of a set of rules that control the progress of a workflow For example you could use conditional branching to route approvals depending on the target VDC of anew vApp Prerequisites You have vCloud Administrator privileges Procedure 1 Inthe Task Dependencies window for a workflow select the Conditional Branching Taskfrom a palette of tasks and drag and drop it into the dependency diagram 2 Link the task into the existing workflow then double click the task to open it 3 Enter the task details 4 To create a rule click New Rule The Rule Setup section appears in the window 5 To create a new Condition click Create Condition in the If Available Conditions panel The Available Conditions box appears Enter the details of the condition click Add to List and then Save The Select an Item drop down contains the fields that are used as criteria for a condition For example Target vDC 6 Tocreate anew action click Create Action The Task Approval Available Actions window appears Enter the det
25. Parameters field see Passing Field Values to a Run External Procedure Task on page 54 4 Click Save Passing Field Values to a Run External Procedure Task You can pass field values to a Run External Procedure Task by using the Parameters field Field values from the request or task can be passed to the command by entering parameter names from the table into the Parameters field For example to pass the constant vApp and the reference to anew vApp to a change management system enter REQUEST EXTFLDV_390022 The value of the vCloud Director Console URL for the vApp will replace REQUEST EXTFLDV_390022 in the command line of the external procedure task for example NotifyCM exe vApp https vcdirhl5vcd model infra com au api v1 0 vApp vapp 1386927350 Below is a list of data fields that can be passed as parameters to an external command Square brackets and must be used in Parameters to indicate that the text refers to a data field Table 5 5 Common Request Data Fields Reference Field Description Data Type REQUEST REQUEST_NO Request No Int REQUEST REQUEST_TITLE Request Title String VMware Inc Chapter 5 Administration Overview Table 5 5 Common Request Data Fields Continued Reference Field Description Data Type REQUEST REQUEST_DESC Request Description Text REQUEST REQUESTOR_ REF Requestor String AR_PERSON DISPLAY REQUEST REQUESTOR_REF Requestor s Email Address String AR_PERSON E
26. Portal VMware vCloud Director Populates Request Manager cloud data and provides the interface automation and management required by enterprises and service providers to build private and public clouds How Request Manager Uses Network Ports The and Request Manager server uses network ports to communicate with vCloud Director the Oracle database the email server used for incoming and outgoing traffic No configuration is required unless the servers or database is not using a default port In that case you will need to open the port for Request Manager access If any of these ports are in use by other applications or are blocked on your network you must reconfigure Request Manager to use different ones The following table lists the default Request Manager port access connections Table 1 1 Request Manager Port Access Requirements Port Number Direction of Traffic Description 1521 Outgoing Oracle port 25 Outgoing Outbound E mail server port for SMTP 110 Outgoing Inbound E mail server port for POP3 143 Outgoing Inbound E mail server port for IMAP 80 Incoming Inbound HTTP for Request Manager user 80 Outgoing Outbound REST HTTP for VMware vCloud Director 389 non SSL Outgoing Outbound Active Directory using LDAP 636 SSL Outgoing Outbound Active Directory using LDAP over SSL Preparing to Use Request Manager Prepare your environment before you install Request Manager An environment that i
27. Request Manager Installation and Configuration Guide vCloud Request Manager 1 0 0 This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition To check for more recent editions of this document see http www vmware com support pubs EN 000475 00 vmware Request Manager Installation and Configuration Guide You can find the most up to date technical documentation on the VMware Web site at http www vmware com support The VMware Web site also provides the latest product updates If you have comments about this documentation submit your feedback to docfeedback vmware com Copyright 2010 VMware Inc All rights reserved This product is protected by U S and international copyright and intellectual property laws VMware products are covered by one or more patents listed at http www vmware com go patents VMware is a registered trademark or trademark of VMware Inc in the United States and or other jurisdictions All other marks and names mentioned herein may be trademarks of their respective companies VMware Inc 3401 Hillview Ave Palo Alto CA 94304 www vmware com 2 VMware Inc Contents About This Book 5 1 About vCloud Request Manager 7 Request Manager Components 7 How Request Manager Uses Network Ports 11 Preparing to Use Request Manager 11 Installation Planning Worksheet 12 Finding More Information 13 2 Request Man
28. Save on the Task Details window to save the changes you made to the task VMware Inc Chapter 5 Administration Overview Change Email Notification Content Notification emails are sent to various parties throughout the workflow These emails inform the recipients of the status of a request The content of these emails can be altered The steps below describe how to change the content of the Notify Declined email notification You can follow similar steps to change the content for other email notifications Prerequisites You have vCloud Administrator privileges Procedure 1 Click on Designer in the Request Manager Admin Portal The Designer window appears 2 Select Task on the left of the window A list of screens and message templates appears on the right of the window 3 Select Base Task in Screen Set and Message Template in Screen Design 4 Double click Provision vApp Notify Declined to open it The message template appears 5 To add or remove data fields to a message template see Modify Approval Emails on page 49 The names of the message templates indicate which Workflow Template and tasks they are used in Templates with names starting with Provision vApp are used in the Provision vApp Workflow Template It follows on for those with names starting with Provision Cloud and Release Software Licenses The second part of the name refers to the task for which the template is used For examples Provision vApp Notify Decline
29. User Portal 28 Use a supported Web browser to launch the Request Manager User Portal Prerequisites You have installed Request Manager Before you connect to the Request Manager User Portal make sure that the service is running and you have a compatible Web browser See System Requirements on page 15 for a list of supported Web browsers Procedure 1 Start your Web browser 2 Enter the Request Manager URL http lt hostname gt portal 3 In the Login window enter your Request Manager user name and password and click Login Use your Active Directory credentials for your Request Manager user name and password The Request Manager application displays the contents of a single organization or cloud and lists the applications that are deployed in the current cloud VMware Inc Chapter 4 Accessing Request Manager What to do next If you have access to multiple clouds For example if you are a member of multiple development teams or projects you can switch between clouds using the cloud drop down menu You can switch between different filtered views of these applications using the filtering options on the toolbar See the VMware vCloud Request Manager User s Guide VMware Inc 29 Request Manager Installation and Configuration Guide 30 VMware Inc Administration Overview Use the Request Manager Admin Portal for system administration tasks This chapter describes how to use the Request Manager Admin Portal t
30. VMware Inc 31 Request Manager Installation and Configuration Guide Configure Active Directory During the installation of Request Manager you created an Active Directory source You can use the Request Manager Admin Portal to reconfigure your Active Directory settings Request Manager synchronizes users from the entire domain you specify in the LDAP server path Synchronization with large domains can take a very long time If only a subset of the users in a domain need to use Request Manger VMware recommends that you configure the root naming context of the connection string to be specific to those users For example if all the required users reside in the Engineering organizational unit OU you could enter LDAP OU Engineering dc mydomain dc com for the connection string This will enable you to enforce security and restrict the users of Request Manager to its intended audience and also save you time synchronizing with Active Directory Prerequisites m You have vCloud Administrator privileges Em Request Manager has access to the Active Directory source m Request Manager is connected to a specific domain controller not just a domain Procedure 1 Log in to the Request Manager Admin Portal 2 Click Integration 3 Click Sources on the Main tab in the left explorer panel 4 Select Active Directory and click the Select External Source button 32 VMware Inc Chapter 5 Administration Overview 5 Enter or modify the
31. a Select the manufacturer you want to edit b Click within the entry such that the row is editable c Change the name of the manufacturer 4 To delete a manufacturer a Select the manufacturer you want to delete b Click Delete on the toolbar 5 Click Save Define Asset Lifecycle Status You can create edit or delete an Asset Lifecycle Status Prerequisites You have Asset Manager privileges Procedure 1 Inthe System Administration window under the CMDB section click Asset Management Asset Lifecycle Status The Asset Lifecycle Status window appears 2 To create an asset lifecycle status a Click Add New on the toolbar A new row is added to the table b Type the name of the status c To specify the status as the one that is first displayed for new Software Products select the checkbox in the Default column 3 To edit a status a Select the status you want to edit b Click within the entry such that the row is editable c Change the name of the status 4 To delete a status a Select the status you want to delete b Click Delete on the toolbar 5 Click Save 64 VMware Inc Chapter 6 About Software License Management What to do next Create new Software Products Viewing Software License Allocation When a vApp is created in vCloud Director via Request Manager software licenses that are associated to the vApp Template used to create the vApp are allocated to the new vApp When a vApp is deleted in vCloud Dire
32. ager System Requirements 15 System Requirements 15 Oracle Configuration 17 Performance and Scalability 18 Security 19 3 Installing Request Manager 21 Installation Process Overview 21 Install Request Manager 21 Configure Request Manager 22 4 Accessing Request Manager 27 Access the Request Manager Admin Portal 27 Access the Request Manager Admin Portal without Active Directory 28 Access the Request Manager User Portal 28 5 Administration Overview 31 Active Directory 31 Request Manager Roles 35 Connecting to Multiple Instances of VMware vCloud Director 37 Incoming Email Server 44 Workflow Management 47 Cloud Blueprints 57 Defining Providers 59 Polling Service 60 6 About Software License Management 61 Understanding Licenses 61 Create a Software Product 61 Edit a Software Product 62 Delete a Software Product 62 Add License Information to a Software Product 63 VMware Inc Request Manager Installation and Configuration Guide Defining Software Products Options 63 Viewing Software License Allocation 65 Associating Software Products with vApp Templates 66 Index 69 4 VMware Inc About This Book This manual the VMware vCloud Request Manager Installation and Configuration Guide provides information about installing and configuring vCloud Request Manager Intended Audience This manual is intended for anyone who needs to install and configure vCloud Request Manager The information in this manual is written for experien
33. ails of the action Click Add to List and Save For example select Customer Approval Forward to Customer in the Select an Item drop down This forwards the following Customer Approval Task to the person specified in Customer 7 Select all the criteria for Rule Setup and then click Add Rule The Rule Setup window closes and the rule is added to the Rules list 8 Inthe Task Details window click Save Configure Request Completion Statuses You can add delete and change the order of request completion statuses You cannot delete the Unspecified request completion status and VMware recommends that you do not rename it Prerequisites You have vCloud Administrator privileges VMware Inc Chapter 5 Administration Overview Procedure 1 Open System Administration select Workflow Management and click Request Completion Statuses The Request Completion Statuses window appears 2 To create a new request completion status a Click Add b Type in the name of the new status in the Name column c Ifyou want to the status to be available in the Closure Task select the Closure checkbox d Click Save 3 To delete a request completion status a Click Delete b Click Save 4 To change the display order of the statuses a Select an entry and use the Move Up and Move Down buttons b Click Save What to do next Configure Workflow Templates Cloud Blueprints Cloud Blueprints define the characteristics of a cloud to ensure certain setting
34. ails of the vApp Template You can also select Action on the search result toolbar after selecting a vApp Template in the results table The vApp Template Details window appears What to do next Update the software products that are associated to a vApp Template Search for vApp Templates With Software Product Association You can search for all vApp templates with a Software Products association and then update the Software Products associated with the vApp template See Update the Software Products Associated with a vApp Template on page 68 for information about associating Software Products to a vApp template Prerequisites You have Asset Manager privileges Procedure 1 Click CMDB Items Search in the Request Manager Admin Portal The CMDB Item Search window appears 2 Click Configure Search Criteria on the CMDB Search Criteria toolbar The Search Criteria Configuration window appears 3 Type VM Software Licenses in Section Name and click Create Section VM Software Licenses appears on the right side 4 Inthe list of criteria on the left side to locate the fields titled VM Software Licenses select them all and click Add to Section The fields are added to the right Visible Criteria column under VM Software Licenses 5 Click Move Up or Move Down to position the section on the criteria panel 6 Click OK The Search Criteria Configuration window is closed The CMDB Search Criteria is updated VMware Inc 67 Req
35. anager Security Role is a combination of the Cloud Blueprint Admin and the Asset Manager m vCloud Administrator The vCloud Admin is the administrator responsible for Request Manager configuration after installation The administrator is responsible for configuring the following m Assigning security roles to cloud blueprint administrators and asset manager users m Troubleshooting workflow tasks that fail to complete because of system errors m Creating or editing workflow tasks to accommodate company specific approval processes m Managing integrated sources Assign Roles to Users Use the Request Manager Admin Portal to assign administration roles to users VMware recommends that you assign the following roles to each type of user VMware Inc 35 Request Manager Installation and Configuration Guide Table 5 1 Roles and Users Workflow Management Configuration Management User General Access Role Role Role Blueprint Administrator None None Blueprint Admin Asset Manager None Asset Manager Asset Manager Blueprint None None Blueprint Admin and Asset Administrator Asset Manager Manager vCloud Administrator vCD Admin vCD Admin All Prerequisites m You have vCloud Administrator privileges m The user must already be imported into Request Manager Procedure 1 Log in to the Request Manager Admin Portal 2 Click People The Person Search screen appears 3 Specify the Person Search criteria in the left panel You
36. ance 37 configuring event mappings 42 configuring link mappings 39 configuring resource mappings 38 multiple instances 37 synchronization results 42 synchronization schedule 40 Ww workflow approval email 49 workflow approvers 48 workflow management 47 VMware Inc
37. anteed for CPU and memory CPU GHz and Memory GB must be gt 0 Reservation Pool Values for Resources Guaranteed for CPU and memory CPU GHz and Memory GB must be gt 0 4 Click OK to save your changes and close the window The Cloud Blueprint is now available to consumers when requesting a cloud in the Request Manager User Portal Edit a Cloud Blueprint Use Request Manager to edit a Cloud Blueprint Prerequisites You must be have Blueprint Administrator or vCloud Administrator privileges Procedure 1 Click CMDB Items Search in the Request Manager Admin Portal 2 Click the List icon on the right of the search criterion CMDB Item Type 3 Select Service Action and double click on Cloud Blueprint on the second panel Cloud Blueprint is entered in CMDB Item Type and the search criterion is selected 4 Click Search at the bottom of the search criteria panel The search results are shown on the right of the window 5 Double click the Cloud Blueprint you wish to edit The Cloud Blueprint Details window appears 6 Modify the details of the Cloud Blueprint and click OK to save the changes and close the window You may have to click Edit on the toolbar Delete a Cloud Blueprint Use Request Manager to delete a cloud blueprint Prerequisites You must be have Blueprint Administrator or vCloud Administrator privileges Procedure 1 Search for the Cloud Blueprint using CMDB Item Search 2 Select the Cloud Blueprint
38. brief description of the tasks each service performs Services run every 60 seconds except the Workflow service which runs every 3 seconds Table 5 8 Polling Service Service Description Default Timeout Administrative Parent service for all Request Manager services 0 Connector Service for connectors 0 Messaging Service for sending emails 15 Workflow Service for activating tasks in the Workflow 20 Stop a Polling Service You can manually stop a polling service Procedure 1 Select the Control Panel option from the Windows Start menu The Windows Control Panel appears 2 Select Administrative Tools gt Services 3 Right click the service you want to stop and select Stop from the menu 60 VMware Inc About Software License Management This chapter describes how to use the Request Manager Admin Portal to configure Request Manager system settings for linking software licenses to vApp templates and adding license information to a software product This chapter includes the following topics m Understanding Licenses on page 61 Create a Software Product on page 61 m Edit a Software Product on page 62 m Delete a Software Product on page 62 m Add License Information to a Software Product on page 63 m Defining Software Products Options on page 63 m Viewing Software License Allocation on page 65 m Associating Software Products with vApp Templates on page 66
39. can configure Request Manager using the configuration wizard The installer launches the vCloud Request Manager Configuration Wizard Prerequisites You must supply the following information during the installation Oracle Database m The TNS name of the database Request Manager will use The hostname of the database Request Manager will use E A user name and password for the database Request Manager will use If you want to connect to an existing database make sure that you initialize the database to remove all existing stored database information Email Configuration m The outgoing email server connection information m The user name and password of the email server m The incoming email server connection information Microsoft Active Directory mE The hostname or IP address of the AD Server m The user name and password of the AD administrator VMware Inc Chapter 3 Installing Request Manager VMware vCloud Director The hostname of the vCloud Director Server m The fully qualified user name and password of the vCloud Director administrator m Install the vCloud Directory security certificate See Installing a Security Certificate on page 20 The wizard can be cancelled at any point but it generally should only be run once Re launching the wizard will not create a new database and the out of the box configurations will overwrite any configurations in the existing database that the user may have
40. ced Windows or Linux system administrators who are familiar with virtual machine technology and datacenter operations Document Feedback VMware welcomes your suggestions for improving our documentation If you have comments send your feedback to docfeedback vmware com Technical Support and Education Resources The following technical support resources are available to you To access the current version of this book and other books go to http www vmware com support pubs Online and Telephone Support Support Offerings VMware Professional Services VMware Inc To use online support to submit technical support requests view your product and contract information and register your products go to http www vmware com support Customers with appropriate support contracts should use telephone support for the fastest response on priority 1 issues Go to http www vmware com support phone_support html To find out how VMware support offerings can help meet your business needs go to http www vmware com support services VMware Education Services courses offer extensive hands on labs case study examples and course materials designed to be used as on the job reference tools Courses are available onsite in the classroom and live online For onsite pilot programs and implementation best practices VMware Consulting Services provides offerings to help you assess plan build and manage your virtual environment To access infor
41. ctive Directory See Access the Request Manager Admin Portal without Active Directory on page 28 14 Click Next to continue The Step 8 Synchronization Options screen appears 15 Click Next to continue The Step 9 Starting Services screen appears and displays a progress bar 16 Click Next to continue The Step 10 Synchronization Progress screen appears and displays the status of the Active Directory and vCloud Director synchronization including the number of Active Directory users and number of vCloud Director resources and links After the synchronization is complete the Step 11 Define Administrators screen appears Note The synchronization time varies depending on the size of the Active Directory and vCloud Director resources See Performance and Scalability on page 18 If the synchronization fails to complete proceed and complete the configuration wizard and refer to View vCloud Director Synchronization Activity on page 42 for information about how to view synchronization log information on Request Manager Admin Portal You can then execute a subsequent scan using Request Manager Admin Portal by creating a new synchronization schedule See Create or Modify a vCloud Director Synchronization Schedule on page 40 and Create or Modify an Active Directory Synchronization Schedule on page 33 17 Define the system administrators a Enter a user name to add Request Manager administrators Enter a user
42. ctor Request Manager releases all software licenses allocated to the vApp The allocation record is removed and the available license count for that software is increased View Summary of Allocations You can view a snapshot of the number of licenses that remain available on hand and the number already allocated Prerequisites You have Asset Manager privileges Procedure 1 Open a Software Product and browse to the Item Summary section 2 View the number of items under the corresponding allocation pools View Available Software Licenses You can view the licenses available to a Software Product Prerequisites You have Asset Manager privileges Procedure 1 Open a Software Product and navigate to the licensing section 2 Click the On Hand tab The On Hand List displays all available licenses for the software product View In Use Software Licenses You can view the vApps that are consuming the software licenses for a Software Product Prerequisites You have Asset Manager privileges Procedure 1 Open a Software Product and navigate to the licensing section 2 Click the In Use tab The In Use List displays all vApps that are consuming licenses of the software product 3 Click Filter Columns The Column Configs window is displayed VMware Inc 65 Request Manager Installation and Configuration Guide 4 Select CMDB Item in the Visible Columns list and click the up arrow or down arrow to position the column so that it is visible
43. d is used in the vApp provisioning workflow task Notify Declined Provision vApp Notify Success is used in the vApp provisioning workflow task Notify Success Integrating External Tasks into a Workflow The Run External Procedure Task allows you to automatically run an executable when the task is activated It provides a level of integration through script files web services visual basic scripts and other executable files that would otherwise require customization within VMware Service Manager Invoking an executable within a workflow process provides the flexibility to make changes not only to other applications but also to networks computers and hardware in the network websites configuration information system setups and more Scripts are first added through the VMware Service Manager Server Console Users can then specify any of these scripts to be run when a Run External Procedure Task becomes active in a workflow Additional parameters can be passed from the Task or Request to the external task in order to fine tune the script These parameters must be compatible with the selected script Once the task is activated the parameters will be appended to the script the script will be run the task will complete and the workflow will progress Add an External Command to Service Manager Before you can invoke an external command from within a workflow you must add the external command to Service Manager Use the Service Manager Server
44. database and configuring the vCloud Director Active Directory and email server settings This chapter includes the following topics m Installation Process Overview on page 21 Install Request Manager on page 21 m Configure Request Manager on page 22 Installation Process Overview Understand the deployment process before you install and configure vCloud Request Manager An overview of the initial setup steps required to install vCloud Request Manager includes the following Complete the Installation Planning Worksheet See Installation Planning Worksheet on page 12 Download and run the installation executable See Install Request Manager on page 21 Use the configuration wizard to configure the database vCloud Director Active Directory and email server settings See Configure Request Manager on page 22 Open a browser and log in to Request Manager with the URL http lt hostname gt portal See Access the Request Manager User Portal on page 28 Install Request Manager VMware vCloud Request Manager software is distributed as an executable file named vmware vc Loud request manager x x x nn exe where x x x represents the version number and nn represents the build number Prerequisites You must understand the installation process and the system requirements before you install Request Manager Procedure 1 Right click the installation file vnware vcloud request manager x x x nn
45. dentify your vCloud Admin Blueprint Admin and Asset Manager roles during installation planning During installation you assign these roles when you run the Request Manager configuration wizard After you install the Request Manager software you can perform configuration settings to administrators using the Request Manager Admin Portal You donot have to run the configuration wizard to manage administrators To manage roles you must log in the Request Manager Admin Portal as Administrator Roles Request Manager enables access to functionality within the Admin portal using roles Request Manager supports the following roles E General Access m Workflow Management mE Configuration Management Each role applies to any user who logs on to the Request Manager Admin Portal Users Request Manager supports the following types of users Blueprint Administrator The Blueprint Administrator manages cloud blueprints including creating and editing cloud blueprints The Blueprint Administrator also manages Provider CIs including creating and editing Providers and specifying the vCloud Director source provider network and the vCloud Director for that Provider CI m Asset Manager The Asset Manager manages software products and licenses within the Admin portal The Asset Manager receives inventory of new software licenses and links software products to virtual applications Blueprint Admin Asset Manager The Cloud Blueprint Admin and Asset M
46. ding on whether proxy settings are used or not e Type the User ID to access vCloud Director For example Administrator system The user account must have system administrator privileges to vCloud Director f Type the password used to authenticate the user 7 Specify the fault detection and tolerance settings VMware Inc 37 Request Manager Installation and Configuration Guide 8 Select Send Fault Notifications if you want to send notifications to users a Select Always of After If you select After type a number for failed attempts b Click Add to add a recipient c Select People or Group d Type the name of a person or group and click Find e Select the users or groups to notify and click Add f Click OK 9 Click the Test button to test the connection to vCloud Director Request Manager reports if the test succeeds or fails 10 Click the Save button What to do next Configure resource mappings for the new instance of vCloud Director Configure Resource Mappings After you add an instance of vCloud Director to Request Manager you can create the resource mappings to specify the vCloud Director resources you can import from that instance In order to import mappings from instances of vCloud Director you must define how the fields of entities in vCloud Director such as virtual data centers virtual applications and so on will map into Request Manager The following vCloud Director resource types must be mapped for each
47. ecifying Location Blueprint and the name and description of the new Cloud Location and Blueprint are Request Manager CMDB items that must first be created by administrators before cloud provisioning can be performed Location is the Provider CMDB item in Request Manager and defines the vCD instance as well as provider vDC and network that the Cloud should be using Blueprint defines the attributes of the new Cloud See Cloud Blueprints on page 57 and Defining Providers on page 59 for more information on managing Providers and Blueprints E Request Manager emails the consumer s line manager to request for approval to provision the Cloud If the request is declined a notification email is sent to the consumer m When approval is obtained the Cloud is created in vCD Should provisioning fail notification emails is sent to the consumer and vCloud Administrators m When the Cloud is successfully provisioned the consumer is notified via email Release Software Licenses defines the process of releasing software licenses when vApps are deleted in vCloud Director When a vCloud Director event that indicates a vApp being deleted is fielded by Request Manager a request is created to update any software licenses that were taken up by the vApp VMware Inc 47 Request Manager Installation and Configuration Guide 48 These workflows can be configured in the following ways m Adding approvals at the beginning of a workflow For exa
48. eck box Ignore On Blank Return Path Select this check box Call Template Select Default Default Logging Officer This text box should specify System Admin If it does not use the Person Search window to locate and enter System Admin Use Linked Officer Select this check box Make sure no other check boxes are selected Click Save What to do next Test email settings Test Incoming Email Settings After you configure the settings for an incoming email server you can test the settings to make sure the connection is working Prerequisites You have set up an incoming email server In the Request Manager Admin Portal open System Administration gt System gt Email Settings Enter the User ID of the incoming email server in To Address enter a subject and message and click Procedure 1 2 Select the outgoing email server and click Test 3 OK Request Manager reports on the status of the test 4 46 Select the incoming email server and click Test Request Manager reports on the status of the test VMware Inc Chapter 5 Administration Overview Workflow Management This chapter provides an introduction to the implementation of workflows using the Request Manager Admin Portal Workflow Management module Workflow Templates A Request is created in Request Manager when a consumer submits a request for an application or a cloud Each request follows a pre defined structure that i
49. ector Server a Enter the URL of the vCloud Director Server Make sure to include https as part of the URL Do not include any path information that would access the vCloud Director console For example do not include vcLoud or vcloud myorg in the URL Select by pass proxy settings to ignore any configured proxy settings Occasionally proxy settings may prevent a connection being successfully established Sometimes performance can vary depending on whether proxy settings are used or not Enter the user ID and password for the vCloud Director administrator vCloud Director requires that the user name must be fully qualified by vCloud Director organization and that organization must be System For example administrator system Select Skip this step to move to the next configuration screen If you choose to skip vCloud Director Server configuration configure vCloud Director Server settings using the Request Manager Admin Portal See Connecting to Multiple Instances of VMware vCloud Director on page 37 VMware Inc Chapter 3 Installing Request Manager 12 Click Next to continue The Step 7 Configure System Identity screen appears 13 Configure system identity information a Specify an email address for system notifications b Create a password for the administrator account and then confirm the password you created This password is required to log in to the Admin portal when there are no administrator accounts in A
50. email server or modify the existing settings Request Manager supports POP3 Post Office Protocol 3 and IMAP Internet Message Access Protocol for incoming email After you set up an incoming email server you can test the settings VMware Inc Chapter 5 Administration Overview Add an IMAP Incoming Email Server You can add an incoming email server that communicates using IMAP Procedure 1 In the Request Manager Admin Portal open System Administration gt System gt Email Settings 2 Click the Add button below the Incoming Email Servers section 3 Select IMAP 4 Specify the email server options Option Action Server Enter the address used to connect to the IMAP server Port Number Enter 143 User ID Enter the user name to connect to the mail server Make sure that the account is set up on the mail server Otherwise Request Manager will not receive any incoming email Password Enter the password to connect to the mail server Active Select the check box If you do not select it Request Manager will not poll the system for incoming email Use SSL Select this check box to specify that communications with the mail server should be over SSL Automatically select Authentication Select this check box Method Deleted Items Folder Enter Deleted Items Ignore Mail Server Report Messages Select this check box Ignore On Blank Return Path Select this check box Call Template Select Defa
51. en running a synchronization scan You can create a new schedule for the instance or simply add the new vCloud Director instance to the schedule created during installation Synchronization scans VMware vCloud Director to validate the list of clouds vApp Templates and deployed vApps Apart for vCloud Director users all vCloud Director entities are imported as CMDB items in Request Manager The type of the CMDB items indicates the type of the vCloud Director entity Table 5 4 vCloud Directory Entities and Request Manager CMDB Types vCloud Director Entity Request Manager CMDB Type Catalog Service gt Catalog Catalog Item Service Action gt Catalog Item gt Catalog vApp Template Note vApp templates are the only catalog items imported into Request Manager Network Configuration Item gt Cloud Network Organization Configuration Item gt Cloud Provider Network Configuration Item gt External Network VMware Inc Chapter 5 Administration Overview Table 5 4 vCloud Directory Entities and Request Manager CMDB Types Continued vCloud Director Entity Request Manager CMDB Type Provider vDC Configuration Item gt Provider vDC VM Not imported vDC Configuration Item gt Cloud vDC vDC Resource vDC Resources are imported as their specific types for example vApp Media Not imported vApp Configuration Item gt vDC Resource gt vApp vApp Template Configuration Item gt vDC Resource gt vAp
52. equency for the scan c Select the date and time for the next scan d Select Update All Records to update information for every record in Active Directory even those that have not changed since the last scan 6 Click the Sources tab 7 Click Add to add a source a Select the Active Directory source you want to scan using this schedule b Click OK 8 Click Save What to do next View the synchronization results View Active Directory Synchronization Activity When a scheduled Active Directory scan runs Request Manager updates the Activity log You can view the log for information about the number of items discovered and updated as well as the details for any errors Prerequisites You have vCloud Administrator privileges Procedure 1 2 3 4 5 6 Log in to the Request Manager Admin Portal Click Integration Click Scheduling on the Main tab in the left explorer panel Select an Active Directory schedule and click Select Schedule On the Activity tab select a scan and click Open Click the Statistics tab This tab shows the number of resources scanned updated deleted and so on Click the Synchronization Log tab This tab displays errors logged during the scan Double click an error message to view more details VMware Inc Chapter 5 Administration Overview Request Manager Roles Request Manager uses roles to allow Active Directory users and groups control over Request Manager tasks and operations You i
53. er Approval Task outgoing arrow by right clicking on the arrow and selecting a different state In addition to Approved state and Rejected state an arrow can have a Regardless state In this case the workflow will progress to the following task regardless of the resulting state of the Customer Approval Task VMware Inc 6 7 Chapter 5 Administration Overview Double click the Customer Approval Task to open it and enter the task details Specify the approval email that will be sent to the specified approver a Select Screen Set on the left of the Details window b Deselect Use the default Screen Set for Request and select a Screen Set from the list Request Manager provides two approval email templates out of the box You can also define new email templates E Provision vApp Approval If this Screen Set is selected the approval email that is used by Manager Approval task in the Provision vApp Workflow Template will be used when the new Customer Approval Task is activated in a workflow E Provision Cloud Approval If this Screen Set is selected the approval email that is used by Manager Approval task in the Provision Cloud Workflow Template will be used when the new Customer Approval Task is activated in a workflow c Click OK d Click Save What to do next If anew approval email for the task is required save and exit the task add a new message template and then link it to the task Add a New Approval Email Template
54. exe and select Run as administrator The User Account Control window displays 2 Click Yes to authorize the Request Manager application to make changes to your computer The InstallShield Wizard window displays and lists the items that are required to be installed on your computer VMware Inc 21 Request Manager Installation and Configuration Guide 3 Click Install Request Manager installs Visual JSharp NET Redistributable Package 2 0 on your computer The Welcome screen appears 4 Click Next to continue with the installation of Request Manager After you click Next the vCloud Request Manager License Agreement window displays 5 Select the option I accept the terms of the license agreement and click Next 6 Enter your username and company name and click Next 7 Select the setup type Complete and click Next The Ready to Install the Program screen displays 8 Click Install to begin the installation The InstallShield Wizard installs Request Manager and displays the InstallShield Wizard Complete screen 9 Click Finish to complete the installation Request Manager is installed on your computer After the installation is complete the installer launches the vCloud Request Manager Configuration Wizard What to do next Click Next to start the vCloud Request Manager Configuration Wizard Configure the Request Manager using the configuration wizard See Configure Request Manager on page 22 Configure Request Manager 22 You
55. gs and child mappings Prerequisites m You have vCloud Administrator privileges m You successfully added the vCloud Director instance Procedure 1 Log in to the Request Manager Admin Portal Click Integration Click Links on the Main tab in the left explorer panel A WO N Select the vCloud Director source from the Filter By Source drop down menu A table of available links you can import from vCloud Director into Request Manager appears on the screen Any resources which are already mapped into Request Manager will display with a selected checkbox in the Mapped column 5 Double click the link you want to import 6 Specify how the information from vCloud Director will be mapped to Request Manager VMware recommends that you copy the existing mappings defined in Request Manager for the vCloud Director source created during installation Request Manager copies the details of the selected mapping and inserts it in the Mappings table 7 Click the Save button Request Manager saves the mapping details for the selected link and you will return to the Integration Links screen A checkmark will now display for the selected link to indicate it is now mapped to Request Manager What to do next Create a vCloud Director synchronization schedule Create or Modify a vCloud Director Synchronization Schedule When you add an instance of vCloud Director you should include this additional instance into the schedule Request Manager uses wh
56. gure a new Oracle user with a dedicated schema for Request Manager with the following minimum privileges m CONNECT m CREATE TABLE m CREATE PROCEDURE m CREATE TRIGGER m CREATE TYPE m CREATE VIEW m The Oracle DBA must set up a TNS configuration to the database on the Request Manager server Oracle Client Configuration The installation requires the 32 bit edition of the Oracle client software to be present on the Request Manager server The 32 bit edition should be used even if the operating system is 64 bit Request Manager may experience problems on servers where the 64 bit edition of the client software is installed or has been previously installed Performance and Scalability 18 This section provides scalability information for sizing Scanning LDAP Scanning large sites can take a long time The following test data provides some idea of how long scans can take m First time scans of an Active Directory server with 60 000 users completed in approximately 8 hours m Subsequent scans of the same server updating only changed records completed in less than half an hour m Subsequent scans of the same server updating all records completed in approximately 8 hours LDAP updates are reflected when the next scheduled scan is run See Active Directory on page 31 for more information about configuring and synchronizing Active Directory Scanning vCloud Director Scanning a large number of vApps and resources can take
57. he Blueprint Administrator manages cloud blueprints including creating and editing cloud blueprints The Blueprint Administrator also manages Provider Cls including creating and editing Providers and specifying the vCloud Director source provider network and the vCloud Director for that Provider CI The users who create private cloud partitions Users can include development managers QA managers pre sales managers and training managers The users who create individual virtual machines and virtual appliances Users can include QA Engineers pre sales engineers developers trainers etc The user responsible for registering the available software licenses See Request Manager Roles on page 35 for information about Request Manager user roles and permission Software Components Request Manager requires the following software components m An Oracle database m An Active Directory server VMware Inc Request Manager Installation and Configuration Guide 10 E One or more instances of vCloud Director m A dedicated email account Oracle Database Active Directory Server vCloud Director Email Server Basic Deployment The installation requires access to an Oracle database server that is configured to meet specific requirements to support Request Manager Request Manager populates its users by accessing the same Microsoft Active Directory domain that is used by vCloud Director In a default install Reques
58. hostname must be specified in the Active Directory Connection String or the vCloud Director server URL m The certificate be valid and must not have expired Norte If either of the Active Directory or vCloud Director server certificates have not been issued to fully qualified host name these certificates will need to be re issued on those servers by the administrator of those servers Please consult the documentation for these products for instructions on how to re issue these certificates VMware Inc 19 Request Manager Installation and Configuration Guide 20 Installing a Security Certificate Request Manager requires a security certificate to connect to VMware vCloud Director Optionally Request Manager can communicate with the Active Directory server over SSL In these cases you must install a security certificate to ensure successful communication Prerequisites See Security on page 19 Procedure 1 Open the Control Panel and select Internet Options Open Internet Options and select Content Click Certificates Select Trusted Root Certification Authorities and click Import Click through the Certificate Import Wizard At the Certificate Store screen select Place all certificates in the following store and click Browse Click Show physical stores Expand the certificates store and select Local Computer Oo ON DD oO A WD N Click OK This closes the window 10 Complete the wizard The security ce
59. ick System Administration in the Request Manager Admin Portal 2 Click System gt Browse Limits 3 Enter the number of records you would like the Transaction History results table to show in CMDB Search This setting also determines the number of records shown when searching for CMDB Items Associating Software Products with vApp Templates You can use Request Manager to search for all vApp templates search for vApp templates that do not currently have any software products associated with them and to update the software products associated with a vApp template Search for all vApp Templates You can search for all vApp templates and then update the Software Products associated with a vApp template See Update the Software Products Associated with a vApp Template on page 68 for information about associating Software Products to a vApp template 66 VMware Inc Chapter 6 About Software License Management Prerequisites You have Asset Manager privileges Procedure 1 Click CMDB Items Search in the Request Manager Admin Portal The CMDB Item Search window appears 2 In CMDB Search Criteria click the list icon next to CMDB Item Type and select Configuration Item gt vDC Resource gt vApp Template vApp Template is inserted into CMDB Item Type and CMDB Item Type is selected 3 Select Equal Below 4 Click Search The search results appear on the right hand side 5 Double click on any of the search result to view the det
60. in the In Use List 5 Click OK The vApp to which the license is allocated is now visible in the In Use List View Transaction History Each time a software license is allocated or released from a vApp a record is added to the asset management transaction history You can view this history For information about setting the number of transactions displayed see Set Browse Limits on page 66 Prerequisites You have Asset Manager privileges Procedure 1 Click Transaction History on the left of the Software Product Details window The Transaction History window appears The top of the window displays a series of filter criteria and the bottom is a table that displays asset management transactions that match the criteria above 2 Click Filter Columns to change the visibility of the columns in the results table as well as the order in which the columns appear 3 Select and specify one or more criteria in the top section and click Refresh on the toolbar The transactions that match your criteria are displayed in the table below The number of records shown in the table is determined by a system administration setting If the limit has been set to 1000 only 1000 rows are displayed in the results table 4 To filter the results by a value in the column click on the down arrow on the column heading Set Browse Limits You can set the maximum number of records to display in a Transaction History results table Procedure 1 Cl
61. l Request Manager Architecture 2 EE Cloud Portal Emails Blueprints Consumers Ww Approvers Private Cloud A Private Cloud B Service Provider Cloud VMware vCloud VMware vCloud VMware vCloud Administrator Director Director Director Organizations Organizations Organizations Catalogs Catalogs Catalogs vDCs vDCs vDCs S vSphere vSphere vSphere Element Managers Figure 1 2 Detailed Request Manager Architecture Cloud Consumers Ws Cloud Consumer Portal Workflow Connector Email Templates ial Templates Configuration Cloud Admin v Asset Mgr VCD Connector AD Connector Email Connector vCloud pe i 4 Approvers Active Email Ee Sy Directory Ne Server Workflow Engine Asset Management Email Engine In ulupy Integration Platform VMware vCloud Director VMware Inc Users Chapter 1 About vCloud Request Manager Request Manager users can include the following vCloud Administrator Blueprint Administrator Manager Engineer Asset Managers The vCloud Administrator is the administrator responsible for Request Manager configuration after installation The administrator is responsible for assigning security roles to cloud Blueprint Administrators and Asset Manager users troubleshooting workflow tasks that fail to complete because of system errors creating or editing workflow tasks to accommodate company specific approval processes and managing integrated sources T
62. lick OK Request Manager copies the details of the selected mapping and inserts it in the Mappings table 7 Click the Save button Request Manager saves the mapping details for the selected resource and you will return to the Integration Resources screen A blue circle will now display for the selected resource to indicate it is now mapped to Request Manager What to do next Create link mappings Configure Link Mappings After you configure the resource mappings for vCloud Director resources you can configure the link mappings In order to import mappings from instances of vCloud Director you must define how the relationship among entities in vCloud Director such as virtual data centers virtual applications and so on map into Request Manager The following vCloud Director resource links must be mapped for each instance of vCloud Director The list also shows the existing mapping Table 5 3 Link Mappings vCloud Director Link Type Import as Link Type App Networks vApp Networks Catalog Contents Service to Service Action Network Association Network Association Organization Catalogs Cloud Catalogs Organization Networks Cloud Networks Organization vDCs Cloud vDCs Provider vDC Networks Provider vDC Networks vDC Available Networks Available Networks vDC Resources vDC Resources VMware Inc 39 Request Manager Installation and Configuration Guide 40 By default all link types apply to parent mappin
63. m Administration select System and click Message Types 12 Search for Message Type 130 Task Customer Approval 13 Double click the Message Type to open it The Message Type Map window appears 14 Select the new email template and click Add 15 Click in the Subject column and select the appropriate subject Workflow Subject Provision vApp Provision vApp Approval Request Provision Cloud Provision Cloud Approval Request 16 Click Save in the toolbar What to do next You can add a new approval task and link the email template to it You can also link the email template to an existing approval task Assign Email Notification to Recipients Notification emails are sent to various parties throughout the workflow These emails inform the recipients of the status of a request The recipients of these emails can be altered The steps below describe how to change the recipients of the Notify Declined email notification You can follow similar steps to change the recipients for other email notifications Prerequisites You have vCloud Administrator privileges and you have added new recipients as described in Modify Workflow Approvers on page 48 Procedure 1 Double click the task Notify Declined The Messaging Task Details window appears 2 Click on the message template for the new recipient and select an existing message template from the drop down list For example select Provision vApp Notify Declined 3 Click
64. mation about education classes certification programs and consulting services go to http www vmware com services Request Manager Installation and Configuration Guide 6 VMware Inc About vCloud Request Manager vCloud Request Manger is a Web based application that is an add on to vCloud Director Request Manager identifies the clouds and vApps managed by vCloud Director vCloud Request Manager provides enhanced governance and control of private cloud infrastructures based on vCloud Director Request Manager m Adds sophisticated approval workflows to provisioning requests Automatically tracks software license usage m Enforces standardized settings on cloud partitions This chapter includes the following topics m Request Manager Components on page 7 m How Request Manager Uses Network Ports on page 11 m Preparing to Use Request Manager on page 11 Installation Planning Worksheet on page 12 m Finding More Information on page 13 Request Manager Components Architecture vCloud Request Manager layers over the top of vCloud Director and communicates with it primarily through the vCloud API In this way a single instance of vCloud Request Manager can support multiple private clouds and even public cloud providers delivering a unified end user portal and request management across a hybrid cloud VMware Inc 7 Request Manager Installation and Configuration Guide Figure 1 1 High Leve
65. mple in addition to line manager approval finance approval is required for the provisioning of a cloud Em Notifying a change management system when a vApp or cloud provisioning workflow is kicked off or when the vApp or cloud has been successfully implemented in vCloud Director This is done by adding a Run External Procedure task into the Workflow Template mE Adding approval routing logic depending on the attributes of the request For example approvers for a new vApp may differ based on the destination vDC of the vApp This is achieved by adding a Conditional Branching Task into the Workflow Template Modify Workflow Approvers Workflow processes often require approvals to be given before the workflow can progress You can change the approvers for a workflow Approvals restrict approval permissions to certain individuals and record details of the approval or rejection Once an approval task is completed the workflow progresses down certain dependency paths based on whether it has been approved or rejected Multiple approvers can be assigned to an approval task in the Workflow Template Once the task is activated each approver assigned in the task receives an email This email provides information on what needs to be approved and include mail to links to approve or decline via email If a task is assigned to multiple approvers a separate Customer Approval Task is created for each approver at run time Each duplicated task will specify
66. n to populate the remaining fields with the information entered in the outbound email server fields Enter the full domain name of the mail server Enter the user ID and password for the mail server Enter a dedicated email address to use for email notifications Select Skip this step to continue to the next configuration wizard screen If you choose to skip email configuration configure email server settings using the Request Manager Admin Portal See Incoming Email Server on page 44 Click Next to continue The Step 5 Configure Active Directory Server screen appears Configure the Active Directory Server a Enter the LDAP Connection String If you have large numbers of users in your organization for example tens of thousands it is recommended that you adjust this LDAP connection string to restrict the users of vCloud Request Manager to a subset of your organization s users See Configure Active Directory on page 32 Enter the user name and password Select the connection setting as Server Bind NTLM or SSL Enter the NT Domain Name Select Skip this step to continue to the next configuration wizard screen If you choose to skip Active Directory Server configuration configure Active Directory server settings using the Request Manager Admin Portal See Active Directory on page 31 Click Next to continue The Step 6 Configure vCloud Director Server screen appears Configure the vCloud Dir
67. name or click Search to find and select a name from the Active Directory b Click Add to add the user c Select a role for each user you add At least on user must be assigned the Admin role d Optional To remove a user select a user name from the Selected list and click Remove 18 Click Next to continue The Step 12 Configuration Complete screen appears The Request Manager database is configured and the vCloud Director Request Manager Admin Portal and Active Directory settings are applied What to do next Click Admin URL to access the Request Manager Admin Portal to make configuration changes and assign roles to users Click Portal URL to access the Request Manager User Portal to view cloud and application inventory data VMware Inc 25 Request Manager Installation and Configuration Guide 26 VMware Inc Accessing Request Manager You can access the Request Manager User Portal or the Request Manager Admin Portal depending on your role and the tasks you need to perform The Request Manager Admin Portal is used by vCloud Administrators Blueprint Administrators and Asset Managers to perform management tasks VMware vCloud Request Manager uses technology from VMware Service Manager When you log into the vCloud Request Manager Admin Portal it is labeled VMware Service Manager Asset Managers can use the Request Manager Admin Portal to perform tasks such as displaying software license inventory adding software license in
68. ncludes the necessary tasks The tasks are defined in Workflow Templates Request Manager provides three pre defined Workflow Templates for enhanced governance and control of vCloud Director based private clouds You can modify these templates but you cannot create new ones Provision vApp defines the process followed by requests to provision application When a consumer submits a request for a vApp on the Request Manager User Portal a request based on this Workflow Template is created The process is E Consumer submits a request specifying the vApp Template the name and description of the new vApp the required expiry date of the new vApp and the target vDC E Request Manager emails the consumer s line manager to request approval to provision the vApp If the request is declined a notification email is sent to the consumer m When approval is obtained any applicable software licenses are allocated to the vApp Should there be no available licenses notification emails are sent to the consumer Asset Managers and vCloud Administrators m The vApp is created in vCloud Director Should provisioning fail notification emails are sent to the consumer and vCloud Administrators Any allocated software licenses are rolled back When the vApp is successfully provisioned the consumer receives a notification email Provision Cloud defines the process followed by requests to provision clouds The process is E Consumer submits a request sp
69. nstance Add a vCloud Director Instance If you want to import and manage virtual applications from more than one vCloud Director instance you can add an instance Prerequisites m You have vCloud Administrator privileges m Request Manager can access the vCloud Director instance Procedure 1 Log in to the Request Manager Admin Portal Click Integration Click Sources on the Main tab in the left explorer panel Click Add New Source Select vCloud Connector and click OK nH oO FF WO N Enter the settings for the vCloud Director source a Type a name to identify the vCloud Director source b Select a status for the source Select Active to use the source in Request Manager Select Inactive to disable the source in Request Manager c Type the URL for vCloud Director For example https vCLoudsystem domain com Make sure to include https as part of the URL Do not include any path information that would access the vCloud Director console For example do not include vcloud or vcLoud myorg in the URL To use SSL the vCloud Director security certificate must be installed in the Trusted Root Certification Authorities gt Local Computer folder d Select Bypass Proxy Settings if you do not want to use the proxy server computer This is useful if you are connecting to a computer on the local network Occasionally proxy settings may prevent a connection being successfully established Sometimes performance can vary depen
70. o configure Request Manager system settings for Active Directory manage roles connect to vCloud Director change workflow and email notification settings customize blueprints and define providers This chapter includes the following topics m Active Directory on page 31 m Request Manager Roles on page 35 Connecting to Multiple Instances of VMware vCloud Director on page 37 Incoming Email Server on page 44 m Workflow Management on page 47 Cloud Blueprints on page 57 m Defining Providers on page 59 m Polling Service on page 60 Active Directory Request Manager populates user data by accessing the same Microsoft Active Directory domain used by vCloud Director In a default install Request Manager s Active Directory server should be located within the same domain as vCloud Director s Active Directory integration requires there is an existing single group or organization unit within the directory to which every user belongs For example Domain Users Active Directory users are imported as People in Request Manager A person can be a Customer or an Officer where an Officer has permissions to access the Request Manager Admin Portal for administration purposes Active Directory users are first imported into Request Manager during installation and configuration Active Directory users that were selected as administrators during installation and configuration are Officers
71. p Template User When Request Manager synchronizes with vCloud Director a match between vCD users and previously imported Active Directory users is performed vCloud Director users that are created locally in the vCloud Director database or those that are created through importing from a non Active Directory LDAP server will not be imported into Request Manager Prerequisites You have vCloud Administrator privileges Procedure 1 Log in to the Request Manager Admin Portal 2 Click Integration 3 Click Scheduling on the Main tab in the left explorer panel 4 Create a new schedule or modify an existing one To Action Create a new schedule Click Add New Schedule Modify an existing schedule Select Cloud Director Scan and click the Select Schedule button 5 Type or modify the schedule details a Type a name for the schedule b Select a frequency for the scan c Select the date and time for the next scan d Select Update All Records to update information for every record in vCloud Director even those that have not changed since the last scan 6 Click the Sources tab 7 Click Add to add a source a Select the vCloud Director source you want to scan using this schedule b Click OK 8 Click Save What to do next View the synchronization results and create event mappings VMware Inc 41 Request Manager Installation and Configuration Guide View vCloud Director Synchronization Activity When a scheduled vCloud Director
72. password You must have the user name and password for the email account User name Password Email server for incoming mail Connection information for the email server used for incoming mail Port number Host name Protocol Network Port Number Assignments Make sure that the default ports used are available for Oracle vCloud Director and inbound and outbound email servers See How Request Manager Uses Network Ports on page 11 Port numbers used VMware Inc Chapter 1 About vCloud Request Manager Component Considerations Decision Request Manager Roles Users and Roles Identify the users who will be assigned as vCloud Director Admins Users and roles Blueprint Admins and Asset Manager See Request Manager Roles on page 35 Finding More Information You can access all vCloud Request Manager documentation online at http www vmware com support pubs vrm_pubs In addition to this guide documentation for this product includes the following m The Request Manager 1 0 Release Notes provide product overview and a description of known issues m The VMware vCloud Request Manager User s Guide provides a product overview and general tasks for end users VMware Inc 13 Request Manager Installation and Configuration Guide 14 VMware Inc Request Manager System Requirements This section includes information on the System Requirements for Request Manager 1 0 0 This chapter
73. r after selecting a vApp Template in the results table The vApp Template Details window appears What to do next Update the software products that are associated to a vApp Template Update the Software Products Associated with a vApp Template You can add and remove Software Products from a vApp template Prerequisites You have Asset Manager privileges Procedure 1 3 On a vApp Template Details window enter a Software Product in one of the multi value QD fields titled VM Software Licenses You can add multiple Software Products into each VM Software Licenses field To remove a Software Product select the Software Product and click the remove icon The selected Software Product is removed from the VM x Software Licenses field Click OK What to do next VMware Inc Index A accessing Request Manager 27 28 Active Directory configuring 32 overview 31 synchronization results 34 synchronization schedule 33 approval email adding 51 approval task adding 50 approving workflows 48 asset management transaction history 66 B browse limits setting 66 Cc cloud blueprints creating 57 deleting 58 editing 58 overview 57 conditional branching 56 cookies 20 E educational support 5 email approvals for workflow 49 email notification modifying message content 53 recipients 52 email server adding IMAP 45 adding POP3 45 test settings 46 external commands adding 53 external task
74. rerequisites You have Asset Manager privileges Procedure 1 Click CMDB Items Search in the Request Manager Admin Portal 2 Click the List icon on the right of the search criterion CMDB Item Type 3 Select Configuration Item and double click on Software Product on the second panel Software Product is entered in CMDB Item Type and the search criterion is selected 4 Click Search at the bottom of the search criteria panel The search results are shown on the right of the window 5 Double click the Software Product you wish to edit The Software Product Details window appears 6 Modify the details of the Software Product and click OK to save the changes and close the window You may have to click Edit on the toolbar Delete a Software Product Use Request Manager to delete a Software Product Prerequisites You have Asset Manager privileges Procedure 1 2 62 Search for the Software Product using CMDB Item Search Select the Software Product to delete and click Delete on the search toolbar VMware Inc Chapter 6 About Software License Management Add License Information to a Software Product You can add update or delete the license information associated with a Software Product Prerequisites You have Asset Manager privileges Procedure 1 Open a Software Product Details window 2 Click Licenses on the left of the window expanding it if required and then click Transactions The Transactions window appears
75. rtificate is installed What to do next Continue with the installation of VMware Request Manager Security Certificate Warnings During installation the Configuration Wizard will attempt to test whether it can establish a connection over SSL with the specified connection parameters If a connection fails a dialog will be displayed detailing the reasons why the connection could not be trusted and suggest actions that could be taken to resolve those issues In addition the dialog provides options to inspect and install the certificates issued by the server It is strongly advised that you consult with the relevant system administrators before directly installing a certificate with this dialog to avoid the server trusting compromised connections It always best practice for the certificate of a remote server to be manually provided by that server s administrator rather than downloaded from the server Cookies The Request Manager portal identifies the existing cookie security settings configured for the Request Manager server The portal stores the transient session ID but no client sensitive information is stored The Request Manager portal does not require a cookie to work It only provides a mechanism to confirm a user does not attempt to impersonate another user by borrowing their session ID VMware Inc Installing Request Manager Installation includes running the vCloud Request Manager installation executable configuring the
76. s 53 F finding more information 13 l installation planning worksheet 12 installation overview 21 L licenses about 61 VMware Inc N network ports 11 O Oracle Server configuration 17 outbound action mapping 44 P passing field values 54 performance 18 planning worksheet installation 12 polling service stopping 60 preparing to use 11 providers creating 59 deleting 60 editing 59 overview 59 R request completion status 56 Request Manager about 7 accessing 27 accessing Admin Portal 27 accessing User Portal 28 configuration wizard 22 installing 21 Request Manager accessing 28 roles assigning 35 Run External Procedure tasks 54 S scalability database 18 scanning LDAP performance 18 scanning vCloud Director performance 18 security certificates Active Directory 19 installing 20 vCloud Director 19 warnings 20 software licenses allocation 65 available 65 in use 65 69 Request Manager Installation and Configuration Guide 70 managing 61 overview 65 software products adding license information 63 asset lifecycle status 64 associating vApp templates 66 creating 61 deleting 62 editing 62 manufacturers 63 options 63 System Administration overview 31 system components 7 system requirements 15 T technical support 5 V vApp templates associating Software Products 68 search for all 66 with Software Product associations 67 vCloud Director adding an inst
77. s are enforced when the cloud is created Examples of these settings are the number of virtual machines allowed the allocation model used and quotas and limits for the Storage CPU Memory Network and so on A Cloud Blueprint must be specified by the consumer when requesting a new cloud in the Request Manager User Portal The benefits of Cloud Blueprints include E Requests for cloud provisioning are vastly simplified as the consumer does not need to understand the details of cloud settings E Administration of these clouds is vastly simplified as the number of variations in the environment is greatly reduced Create a Cloud Blueprint Use Request Manager to create a Cloud Blueprint Prerequisites You must be have Blueprint Administrator or vCloud Administrator privileges Procedure 1 Click CMDB Items in the Request Manager Admin Portal The New CMDB Item window appears 2 Select Cloud Blueprint TEMPLATE and click Create from Template The Cloud Blueprint Details window appears VMware Inc 57 Request Manager Installation and Configuration Guide 58 3 Enter details of the Cloud Blueprint Depending on the allocation model selected the percentage of resources guaranteed need to meet certain conditions for the request to provision the cloud to complete successfully Allocation Model Conditions Pay As You Go Values for Resources Guaranteed for CPU and memory must be gt 0 Allocation Pool Values for Resources Guar
78. s ready for Request Manager includes the following VMware Inc An Oracle Database 10g or higher 10 2 0 4 server that is ready for use Access to a vCloud Director Server that is populated with at least one published catalog Access to the same Microsoft Active Directory domain that is used by vCloud Director Roles and permissions are identified for the administrators and users who will install configure and manage Request Manager 11 Request Manager Installation and Configuration Guide Installation Planning Worksheet Use the deployment planning worksheet to record your choice of server system database and optional components for a production environment Component Considerations Decision vCloud Director vCloud Director Determine the vCloud Director server Request Manager will connect Compatible with to The vCloud Director server must be compatible with Request Manager See Chapter 2 Request Manager System Requirements on page 15 vCloud Director vCloud Director URL Determine the URL of the vCloud Director instance to which Request Manager will connect URL vCloud Director user name and password You must have the administrator user name and password for the vCloud Director instance to which Request Manager will connect vCloud Director requires that the user name must be fully qualified by vCloud Director organization and that organization must be System For example administrator system
79. s user database by scanning the domain and matching those users to users defined within vCloud Director A user must belong to this domain in order to access the Request Manager User Portal Request Manager will only recognize users within vCloud Director who have been imported from this domain The following vCloud Director users will not be recognized by Request Manager m Manually created users that is users who have not been imported from the domain m Users imported from an alternative domain Note Request Manager does not support OpenLDAP Email Server Request Manager requires a dedicated email account The following lists the system requirements for the email server m A dedicated email account that is new and not shared with any existing user or application m SMTP to send emails from that account m POP3 or IMAP to receive email notifications sent to that account Request Manager Web Server Operating System Microsoft Server 2008 R2 64 bit m Internet Server IIS 7 m Hardware 2 8 GHz CPU and 4 GB RAM m Miscellaneous Microsoft NET Framework 3 5 SP1 Note You can install Request Manager on a physical machine or a virtual machine as long as it meets these system requirements Request Manager Admin Portal The Request Manager Admin Portal supports the following operating systems and browsers Table 2 1 Request Manager Admin Portal Support Operating System Browsers Windows XP SP3 Internet Explorer
80. settings Prerequisites You must be have Blueprint Administrator or vCloud Administrator privileges Procedure 1 Click CMDB Items Search in the Request Manager Admin Portal 2 Click the list icon on the right of the search criterion CMDB Item Type 3 Select Configuration Item and double click on Provider on the second panel Provider is entered in CMDB Item Type and the search criterion is selected 4 Click Search at the bottom of the search criteria panel The search results are shown on the right of the window VMware Inc 59 Request Manager Installation and Configuration Guide 5 Double click the Provider you wish to edit The Provider Details window appears 6 Modify the details of the Provider and click OK to save the changes and close the window You may have to click Edit on the toolbar Delete a Provider Delete a Provider to make it unavailable for cloud provisioning Prerequisites You must be have Blueprint Administrator or vCloud Administrator privileges Procedure 1 Search for the Provider using CMDB Item Search 2 Select the Provider to delete and click Delete on the search toolbar The Provider is deleted and no longer available to consumers when requesting for a cloud in the Request Manager User Portal Polling Service Request Manager installs the polling service automatically You can see this running from the web server under the Services Console The following table lists relevant services and provides a
81. stration window appears Select a Workflow Template and click Open The Workflow Template Details window appears Click the Dependencies button The Task Dependencies window appears displaying the workflow logic of the Workflow Template In the Task Dependencies window select the Customer Approval Task from a palette of tasks and drag and drop it into the dependency diagram Link the task into the existing workflow a Hover over the task that precedes the new Customer Approval Task For example Start Task b Click the link icon drag the pointer to the Customer Approval Task and release A grey arrow links the Start Task to the Customer Approval Task c Hover over the Customer Approval Task d Click the link icon and drag the pointer to the task that follows the Customer Approval Task in the workflow For example Create vApp A green arrow links the Customer Approval Task to Create vApp A green arrow represents an Approved flow when the Customer Approval Task results in an Approved state the workflow will progress to Create vApp e To define a rejected flow hover of the Customer Approval Task click the link icon and drag the pointer to another task For example Notify Failed A red arrow links the Customer Approval Task to Notify Failed A red arrow represents a Rejected flow when the Customer Approval Task results in a Rejected state the workflow will progress to Notify Failed f You can change the state of a Custom
82. t Manager s Active Directory server should be located within the same domain as vCloud Director s Active Directory integration requires there is an existing single group or organization unit within the directory to which every user belongs For example Domain Users VMware vCloud Director must be installed on another server within the domain before Request Manager can be configured An account with vCloud system administrator privileges must be pre configured for Request Manager to use Request Manager cannot use an account created for a specific vCloud organization Request Manager uses an assigned email account on a email server It connects to the email server to send emails using SMTP and retrieves emails sent to it using POP3 or IMAP The following graphic illustrates the Request Manager vCloud Director and Active Directory components and how they are connected Figure 1 3 Request Manager Basic Deployment Request Manager VMware Inc Chapter 1 About vCloud Request Manager User Interfaces Request Manager uses the following interfaces Request Manager User The portal used by engineers and cloud owners to request new clouds and Portal provision new virtual applications VMware Service The administration user interface used by administrators and asset managers Manager to manage workflow forms email and connector mappings Throughout this document this interface will be referred to as the Request Manager Admin
83. to delete and click Delete on the search toolbar The Cloud Blueprint is deleted and no longer available to consumers when requesting a cloud in the Request Manager User Portal VMware Inc Chapter 5 Administration Overview Defining Providers To provision a new cloud a provider vDC and provider network must be specified These are specific to a single vDC instance A Provider in Request Manager points to a specific vDC instance provider vDC and provider network thus simplifying the process of cloud provisioning for the consumer by masking the details of the location of the cloud Create a Provider Create a Provider to simplify the process of cloud provisioning Prerequisites You must be have Blueprint Administrator or vCloud Administrator privileges Procedure 1 Click CMDB Items in the Request Manager Admin Portal The New CMDB Item window appears 2 Select Provider TEMPLATE and click Create from Template The Provider Details window appears 3 Enter details of the Provider Option Description vCD Source Shows all vCloud Director sources that Request Manager is connected to Provider vDC Shows the provider vDCs of the selected vCD Source Provider Network Shows the provider networks of the selected vCD Source 4 Click OK to save changes and close the window The Provider is now available to consumers when requesting for a cloud in the Request Manager User Portal Edit a Provider Edit a Provider to change its
84. uest Manager Installation and Configuration Guide 68 10 11 12 13 14 15 16 17 Enter all or part of the title of the Software Product that is associated to the vApp Template in one of the VM Software Licenses criteria and press Enter The CMDB Item Quick Search window appears with a list of CMDB Items with the title you entered Double click the software product that is associated with the vApp Template The Software Product is entered into the search field There may be other CMDB Items that match the search value but are not Software Products To filter the results to Software Products click the Columns icon on the Quick Search toolbar The Column Configs window appears Select CMDB Item Type from the Hidden Columns list and click the arrow key to move it to the Visible Columns list Click the up arrow or down arrow to position the field in the table Click Apply and then click OK The Column Configs window is closed and the Quick Search window is updated Click on the CMDB Item Type column header to expand it A list of available CMDB Item Type in the result list is shown Select Software Product The result table is updated to show only Software Products Enter vApp Template in CMDB Item Type and select Equal Below Click Search The search results appear on the right side Double click any of the search result to view the details of the vApp Template You can also select Action on the search result toolba
85. ult Default Logging Officer This text box should specify System Admin If it does not use the Person Search window to locate and enter System Admin Use Linked Officer Select this check box Make sure no other check boxes are selected 5 Click Save What to do next Test email settings Add a POP3 Incoming Email Server You can add an incoming email server that communicates using POP3 In the Request Manager Admin Portal open System Administration gt System gt Email Settings Click the Add button below the Incoming Email Servers section Procedure 1 2 3 Select POP3 VMware Inc 45 Request Manager Installation and Configuration Guide 5 Specify the email server options Option Action Server Enter the address used to connect to the POP3 server Port Number Enter 110 User ID Enter the user name to connect to the mail server Make sure that the account is set up on the mail server Otherwise Request Manager will not receive any incoming email Password Enter the password to connect to the mail server Active Select the check box If you do not select it Request Manager will not poll the system for incoming email Use SSL Select this check box to specify that communications with the mail server should be over SSL Max Message per Session Enter 10 Automatically select Authentication Method Select this check box Ignore Mail Server Report Messages Select this ch
86. user and click the magnifying glass icon If there is a single match the icon changes to a page icon If there are multiple matches a dialog displays a list of results Select the user to add them to the field The icon changes to a page icon 7 Click the Criteria tab and select Default Mapping to log a request for every discovered event Norte The default vApp Deleted event in Request Manager upon install has Default Mapping selected 8 Click the Action tab to specify synchronization between the vCloud Director events and Request Manager requests For this drop down Select this value When Updated externally Update When Updated externally and Callor Add note Request is closed When Notified externally Add note When Notified externally and Call or Add note Request is closed When Resolved externally Close When Resolved externally and Call Add note or Request is closed When Deleted externally Close When Deleted externally and Call or Add note Request is closed VMware Inc 43 Request Manager Installation and Configuration Guide 9 Click the Fields Incoming tab to specify how fields from a vCloud Director event will map into Request Manager a Click Add to create a field mapping b Select vApp and click OK This inserts a row in the Fields Incoming table c For the inserted internal field select Event Field d Select the tiers icon on the right of this cell to display a list of values
87. ventory and associating software licenses with vApp templates vCloud Administrators can use the Request Manager Admin Portal to perform post installation configuration tasks such as connecting to additional instances of VMware vCloud Director and changing security settings The Request Manager User Portal is used by engineers and cloud owners to request new cloud partitions and provision new virtual applications See the VMware vCloud Request Manager User s Guide This chapter includes the following topics m Access the Request Manager Admin Portal on page 27 m Access the Request Manager Admin Portal without Active Directory on page 28 m Access the Request Manager User Portal on page 28 Access the Request Manager Admin Portal Use a supported Web browser to launch the Request Manager Admin Portal Prerequisites You have installed Request Manager Before you connect to the Request Manager Admin Portal make sure that the service is running and you have a compatible Web browser See System Requirements on page 15 for a list of supported Web browsers Procedure 1 Start your Web browser 2 Enter the Request Manager Admin URL http lt hostname gt admin 3 In the Login window enter your Request Manager user name and password and click Login The VMware Request Manager Admin Portal main window displays VMware Inc 27 Request Manager Installation and Configuration Guide What to do next See Chapter

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