Get Started with Cisco UCS Director White Paper April 2015

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White Paper
Get Started with
Cisco UCS Director
April 2015
What You Will Learn
This document leads you through the steps for adding a catalog option to allow users
to create a virtual machine in Cisco the UCS® Director self-service portal. To get to
this point, you will install and configure Cisco UCS Director; integrate your computing,
networking, and storage hardware into the software; create a virtual data center; and
create a template for creating and configuring a virtual machine.
Get Started with Cisco UCS Director
April 2015
Contents
Introduction......................................................................................................3
Assumptions.....................................................................................................4
Getting Started with Cisco UCS Director...........................................................6
Install Cisco UCS Director.................................................................................6
Perform the Initial Configuration: Guided Setup................................................11
Create Users and Groups.................................................................................12
Manage Components: Guided Setup................................................................15
Create a Virtual Machine Provisioning Catalog Item..........................................18
For More Information........................................................................................27
© 2015 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public information.
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Get Started with Cisco UCS Director
Highlights
Guided Deployment
This document guides you through
initial Cisco UCS® Director
installation, setup, and creation of a
workflow that allows your end users
to provision a virtual machine through
the software’s self-service portal.
White Paper
April 2015
Cisco UCS® Director makes it easy to
provision and manage your infrastructure
so your business can reap the benefits of
enterprise applications and services.
Cisco UCS Director
Cisco UCS Director provides:
Introduction
• Single-pane infrastructure
management
• Policy-based infrastructure
provisioning
• End-to-end infrastructure process
automation
• Complete infrastructure lifecycle
management
Cisco UCS Director delivers unified provisioning and management across your
computing, network, storage, and virtualization layers. Instead of waiting four to
six weeks to deploy applications, you can use Cisco UCS Director to deliver new
infrastructure instances within 15 minutes—significantly contributing to the speed at
which your business can begin reaping the value of the applications and services
you deploy.
Cisco UCS Director is a workflow-based tool that automates and orchestrates
processes that you design to implement your organization’s best practices. The
capability of Cisco UCS Director to work with a wide range of IT infrastructure allows
you to manage your existing, traditional infrastructure, both physical and virtual. This
feature also provides you with additional investment protection and a migration path
that you can follow as your business requirements dictate.
Cisco UCS Director provides:
• Single-pane infrastructure management: Through a single interface you can
automate and orchestrate your IT infrastructure, including computing, networking,
and storage infrastructure, with physical and virtual resources treated equally.
This holistic management makes your processes consistent and reliable.
• Policy-based infrastructure provisioning: Cisco UCS Director is role and policy
based, so your subject-matter experts can work together to define your policies
and practices once. Then any level of administrator can use the policies to
provision resources for clients.
© 2015 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public information. Page 3
Get Started with Cisco UCS Director
• End-to-end infrastructure process automation: Cisco UCS Director deploys
solutions quickly and accurately, orchestrating the steps to prepare networking,
computing, and storage resources to support an application. Deployment time is
reduced, shortening time to revenue.
• Complete infrastructure lifecycle management: Cisco UCS Director implements
your processes to deliver IT infrastructure as a service, monitor service operation,
and decommission the service when it is no longer required. This process helps
you reclaim time and resources to make better use of your IT investments.
To establish this level of automation in your data center, you will need to make an
initial investment in time to set up the process. But this investment will quickly pay
off in rapid infrastructure provisioning, and you will allow your clients to become
self-sufficient, creating and releasing their own infrastructure.
This document helps you get started with Cisco UCS Director. It guides you through
initial Cisco UCS Director installation and setup and creation of a workflow that
allows your end users to provision a virtual machine through the software’s selfservice portal. This document does not attempt to discuss all the potential variations
and capabilities of Cisco UCS Director that are described in the Cisco UCS Director
Self-Service Portal Guide. Instead, this document helps you understand the basic
workflow for using Cisco UCS Director to accomplish some of the first tasks you will
want to handle with the software.
Assumptions
This document assumes that you are familiar with the Cisco Unified Computing
System™ (Cisco UCS) and VMware vSphere 5.0 software. It assumes that you have
an environment configured that allows you to install Cisco UCS Director software
and create virtual machines. A FlexPod configuration was used for the examples in
this document, and you will want to have a configuration similar to the one illustrated
in Figure 1. If you don’t have FlexPod, a similar configuration with storage supported
by Cisco UCS Director will work.
The essential components of the configuration are:
• A Cisco UCS instance with at least one server. (Note that the examples configure
blade servers, but you can configure blade or rack servers just as easily.)
• NetApp storage or an alternative supported by Cisco UCS Director
• A separate server running VMware vCenter software for controlling the
virtualization cluster
• A pair of Cisco Nexus® switches that interconnect Cisco UCS, storage (data and
management), and the server running VMware vCenter software
• A Microsoft Active Directory server (optional) if you want to use an external
authentication and authorization server
© 2015 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public information.
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Get Started with Cisco UCS Director
Prior to following the steps in this document, download the Open Virtualization
Format (OVF) distribution of the Cisco UCS Director appliance. For reference, the IP
addresses used to identify the various servers and services through this document
are noted in Figure 1.
You will need the
information summarized
in Table 1 as you work
through the examples in
this document.
Cisco UCS Manager
172.31.240.51
2 Cisco UCS 6248UP
Fabric Interconnects
8-Gbps Fibre Channel
10 Gigabit Ethernet
1
3
4
5
6
7
8 9
10 11
12 13
14 15
16
17
18 19
20 21
22 23
24 25
26 27
28 29
30 31
32
1
2
3
4
5
6
7
8 9
10 11
12 13
14 15
16
1
2
3
4
5
6
7
8 9
10 11
12 13
14 15
16
172.31.240.43
1
Filling out the table
with your configuration
information will help you
be organized as you follow
this guide. The addresses
for Cisco UCS Director and
the Cisco UCS Director
Baremetal Agent will be
assigned as you work
through the procedures.
2
2 Cisco Nexus
Switches
2
3
4
5
6
7
8 9
10 11
12 13
14 15
16
17
18 19
20 21
22 23
24 25
26 27
28 29
30 31
32
172.31.240.44
10-Gbps Unified Fabric
Connectivity
UCS B200 M3
UCS B200 M3
CONSOLE
UCS B200 M3
CONSOLE
UCS B200 M3
CONSOLE
UCS B200 M3
UCS B200 M3
1 or More Servers
Running Virtualized
or Bare-Metal
Services
CONSOLE
UCS B200 M3
CONSOLE
VMware vCenter
172.31.240.182
NetApp Storage
172.31.240.108
CONSOLE
UCS B200 M3
CONSOLE
CONSOLE
Microsoft Active Cisco UCS Director Cisco UCS Director
Directory and NTP 172.31.240.220
Baremetal Agent
172.31.240.218
172.31.240.219
Figure 1 FlexPod Configuration Used in This Document
Table 1 Worksheet for the IP Addresses, User Names, and Passwords You Will Need
Function
IP Address
Administrator User Name
Password
VMware vCenter
Cisco UCS Manager
Cisco Nexus Switch 1
Cisco Nexus Switch 2
Storage Controller
Cisco UCS Director
(Will Be Assigned)
Cisco UCS Director Baremetal
Agent (Will Be Assigned)
© 2015 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public information.
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Get Started with Cisco UCS Director
Getting Started with Cisco UCS Director
The goal of this document is to help you set up Cisco UCS Director so that your
users can create their own virtual machines through Cisco UCS Director’s selfservice portal. To reach this point, you will progress through several steps:
• Install Cisco UCS Director: Install the OVF image and configure a single-node
deployment.
• Perform the initial configuration: Use a configuration wizard to attach Cisco UCS
Director to required services.
• Create users and groups: Create local users and see how you can use
centralized authentication and authorization services such as Microsoft Active
Directory.
• Integrate storage hardware: Use the FlexPod configuration wizard to integrate
the storage hardware and provide Cisco UCS Director with access to the devices
and services that it needs to configure.
• Create a virtual machine provisioning catalog item: Create a virtual machine
template in Cisco UCS Director and share it with VMware vCenter, use the virtual
data center creation wizard to create an initial virtual data center, and create and
publish a virtual machine creation catalog entry.
After these steps are complete, you will see how users can order virtual machines
through the self-service portal. The following sections guide you through the steps
using screen images to illustrate the actions you need to take.
Install Cisco UCS Director
The following steps show you how to install and configure the Cisco UCS Director
software for a single-node deployment. You can also use a distributed configuration
model that lets you deploy the OVF on multiple nodes. Each deployment
corresponds to a different role (primary database, inventory database, performance
database, etc.) and runs only the services it needs to accomplish role-specific
tasks. See the Cisco UCS Director Installation Guide for more information.
To get started, install your VMware vSphere software on a bare-metal server. Next,
download the Cisco UCS Director Baremetal Agent from the download site and
unzip the OVF file into a folder on your server. Follow the steps presented here to
install and configure the Cisco UCS Director software.
© 2015 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public information.
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Get Started with Cisco UCS Director
Identify the OVF Template
• Log in to your VMware vSphere
client software and go to the
Navigation pane.
• Select the name of the VMware
vSphere host on which to deploy
the OVF template.
• Specify the location of the OVF
file for the Cisco UCS Director
software that was downloaded
from the Cisco® website. If
the OVF file is stored on your
local computer, browse to the
location, select the file, and click
Open. If the OVF file is stored
on a server on your local area
network, enter the location of
the file, including the IP address
or fully qualified domain name
of the server. Click Next to
continue.
• A license agreement is
displayed. Click Accept to
continue.
Deploy the OVF Template
• Review the information provided
for the OVF template and click
Next to continue.
• Specify a name and location for
the deployed template.
• Click Next to continue.
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Get Started with Cisco UCS Director
Identify the Storage Device for
Virtual Machines
• Identify the storage device on
which the virtual machine files
should reside.
• Click Next to continue
Create a Virtual Machine
• Specify the storage format for
the virtual disks. Note that the
available storage capacity is
displayed.
• Select Thin Provision so that
the software creates only the
structure for the virtual machine.
Storage capacity is not allocated
for the entire size of the virtual
machine.
• Click Next to continue.
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Get Started with Cisco UCS Director
Map the Virtual Machine Interface
to the Virtual Network
• Map the deployed template to
a virtual machine management
network.
• Click Next to continue. The
IP Address Allocation screen
appears.
• Set Dynamic Host Configuration
Protocol (DHCP) as the
allocation mechanism for IP
addresses.
• Click Next to continue.
Verify Settings
• Verify the settings selected
and click Finish. A message
is displayed that indicates the
progress of the deployment
of the Cisco UCS Director
software.
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Get Started with Cisco UCS Director
Configure Networking Parameters
• Open the console window and
power on your virtual machine.
• Answer the questions as
prompted:
• Configure a static IP address
by selecting y at the prompt.
• Select IPv4 or IPv6.
• Enter the IP address to use.
• Select option 1, Cisco UCS
Director (Default).
Change the shelladmin Password
• Wait while the software is
configured. When configuration
is complete, you are presented
with the Cisco UCS Director
command-line interface (CLI).
• Login as the shelladmin user
with the default password
changeme.
• Select item 1 to change the
shelladmin password. Set the
password according to your
organization’s password policies.
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Perform the Initial Configuration: Guided Setup
In the next phase of the process, you configure the license, locale, email, and network settings for Cisco UCS Director.
Start Cisco UCS Director
• Open a browser window and go
to the IP address of the virtual
machine that contains the Cisco
UCS Director software. Login
using your Cisco UCS Director
admin user ID and password.
Note: The default login ID is
admin and the default password
is admin.
Start the Configuration Process
• In the Guided Setup
window, select Initial System
Configuration and click Submit
to begin the next phase of
the system configuration
process. Although the Guided
Setup wizard allows you to
uncheck and skip steps, the
recommended approach is to
perform all steps in the process.
Provide License Information
• Specify the location of the
license file for the Cisco UCS
Director software that you
downloaded from the Cisco
website. Browse to the location,
select the file, and click Upload.
After the upload is complete,
click Next.
• Select your preferred language
setting. Click Next to continue.
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Configure Email Settings
• Configure your mail server
settings. This configuration
allows Cisco UCS Director
to send email notifications to
administrators and users.
• Consider naming the outgoing
email address with Cisco UCS
Director nomenclature so that
administrators and users can
easily identify the source of
email messages.
• Send a test message to verify
that Cisco UCS Director can
communicate with your mail
server.
• Enter the email address to
receive notification and approval
messages from Cisco UCS
Director.
• Click Next to continue.
Configure Network Settings
• Configure one or more Network
Time Protocol (NTP) servers.
The system presents a list of
default NTP servers. Click the
Modify selection box and enter
the IP address of your local NTP
server. Click Next to continue.
• Enter the IP address for your
DNS server. Click Next to
continue.
• The software displays a
summary of your configuration
options. Review the settings and
modify them as needed. Then
click Close to continue.
Create Users and Groups
The next group of tasks focuses on administrative activities, including configuration of administrative passwords, users, and
groups to support role-based access control (RBAC) mechanisms and activities and coordinate with the various portals in Cisco
UCS Director.
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Change the admin User Password
• In the Cisco UCS Directory
browser window, go to the
Login Users tab.
• Change the password for the
admin user from the default
password to a password
that complies with your
organization’s policies.
Review and Modify Roles
• Go to the Administration tab
and select System.
• Click the User Roles tab. Cisco
UCS Director includes several
default roles. You can modify
these default roles or add roles
based on your deployment
requirements. Note that the
Role Type column specifies the
type of interface that the role is
allowed to use.
Create a Local User Group
• Click the User Groups tab.
• Create a local user group. Click
the Add button and fill out the
profile information form that is
displayed. This form allows you
to assign resources and manage
policies within Cisco UCS
Director at the group level.
• Click the Group Share Policy
tab (optional). By default, the
resources assigned to this user
can be viewed and accessed
by other members of the user’s
group. By setting the group
share policy, you allow the
user’s resources to be shared
with another group.
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Create a New Local User
• Go to the Local Users tab.
• Click Add.
• Set the User Role option for the
new user. The example uses the
Service End User role named
local_end_user1.
• For a nonadministrator role,
set the User Group option for
the user. You can use the user
group designation to match
your organization’s resource
allocation strategy. The example
screen image assigns local_
end_user1 to the group named
Local_User_Group.
• Click Add to save the user and
continue.
Use Remote Authentication
(Optional)
• Connect Cisco UCS Director to
Microsoft Active Directory so
that you can pull users into the
system.
• Go the Administration tab and
select the LDAP Integration tab.
• Click the Add button and fill out
the settings for your directory
server information.
• Click Next to continue.
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• Select the organizational units
you want to synchronize with
Cisco UCS Director.
• Click Select to continue.
• Set LDAP as the preferred
communication method, if
required, by going to the
Administration tab and setting
the Authentication Preferences
options.
Manage Components: Guided Setup
The next group of tasks adds computing, network, storage, and virtualization components to Cisco UCS Director so they can be
managed.
Find Your Storage Wizard and
Configure a Site
• Go to the Administration tab and
select Guided Setup.
• Double-click the wizard that
corresponds to your storage
hardware. The example shows
the FlexPod Configuration
wizard.
• Create a site. This process
allows you to specify where
storage devices are located. The
example site is named San Jose.
Organize Your Devices into Pods
• Organize your devices into pods.
• Click Add to create a pod.
• Assign storage resources
to the newly created pod by
selecting the site for the storage
resources.
• Click Close to continue.
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Add Cisco UCS Manager
Accounts
• Click the Cisco UCS Manager
item in the left pane.
• Enter your Cisco UCS Manager
account information.
• Click Next. The Cisco UCS
Manager account is immediately
added to Cisco UCS Director.
Configure the Storage Hardware
• Click your storage type in the
left pane. The example uses
NetApp storage.
• Configure your storage mode.
For FlexPod configurations,
select NetApp Clustered Data
OnTap.(Use NetApp 7 Mode for
existing traditional deployments.)
• Click Next to continue.
Configure Physical Cisco Nexus
Switches
• In the Nexus Physical Primary
Account pane, specify the IP
address (or virtual supervisor
module [VSM]) of the first switch
• Specify the administrative login
ID and password for the switch.
• Select the transport type and
port.
• Click Next to continue.
• Specify the IP address of
the second switch in the
configuration.
• This process configures a pair
of redundant switches using the
same credentials.
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Configure Virtual Cisco Nexus
Devices
• Configure virtual Cisco Nexus
devices, if appropriate.
• Complete this step if you have
a Cisco Nexus 1000V Switch
installed. Provide the IP address
and details for the VSM.
Add VMware vCenter to Cisco
UCS Director
• Add your VMware vCenter
account information to the
form that is displayed. This
form allows you to assign and
manage virtual resources within
Cisco UCS Director.
• Click Next to continue.
Review Summary Information
• Review the storage configuration
summary steps presented.
• Verify that any skipped items
have been skipped intentionally
and don’t require configuration.
If necessary, return to the wizard
and complete the required
steps.
• Click Next to continue.
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Confirm Pod Configuration
• Go to the Cisco UCS Director
main window.
• Click the Converged tab to
verify that the newly created
site and storage resources are
visible.
• Select the newly created site in
the drop-down menu.
• Select the pod.
• Double-click the pod to see the
resource details.
Create a Virtual Machine Provisioning Catalog Item
You can use Cisco UCS Director for many types of management tasks. This section explains how to use Cisco UCS Director to
enable virtual machine provisioning. For this task, you create a virtual machine template in VMware vCenter. This template can be
used by Cisco UCS Director to provision virtual machines.
Create a Virtual Machine
• Go to your VMware vCenter
client and click the Home tab.
• Click the Inventory tab and go to
VMs and Templates.
• Click the Getting Started tab.
• Create a virtual machine. The
example creates a Microsoft
Windows Server 2008 R2 virtual
machine in the management
resource pool.
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Configure the Virtual Machine
• Select either Typical or Custom
configuration. The example uses
a typical configuration.
• Click Next to continue.
• Select the data store for the
virtual machine. The example
selects the shared data store
so that the virtual machine can
be moved among hosts without
losing data access.
• Click Next to continue.
Select the Operating System
• Select the operating system
type. The example specifies
Microsoft Windows Server
2008 R2 as the guest operating
system for the virtual machine.
• Click Next to continue.
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Configure Networking
• Define the network to be used
by the template virtual machine.
• Define a single network
interface to create the virtual
machine. Network configuration
parameters can be modified as
the template is used to provision
virtual machines.
• Set the adapter type. VMXNET 3
is recommended because
it is optimized for VMware
software-based virtual machine
configurations.
• Click Next to continue.
Create a Disk for the Virtual
Machine
• Specify the data store for the
virtual machine.
• Specify the size of the virtual
machine to be created.
• Select the provisioning mode.
The example uses the Thin
Provision option so that only
the virtual machine structure
is created and disk capacity is
not immediately allocated to the
virtual machine.
• Click Next to continue.
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Get Started with Cisco UCS Director
Review the Virtual Machine
Summary
• Review the summary of the
virtual machine configuration
parameters.
• Verify that the parameters are
correct. If not, click Back and
adjust the settings.
• Click Finish to create the virtual
machine and continue.
Install the Operating System
• Open the console by clicking the
Console tab or the console icon.
• Power on the virtual machine.
• Connect the virtual machine to
the ISO installer image for the
operating system.
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Get Started with Cisco UCS Director
Boot and Customize
• Reboot the virtual machine and
wait for the operating system to
install and boot.
• Customize the contents of
the virtual machine. Add the
applications you want to be
installed on all virtual machines
that are provisioned with this
template.
Install the VMware Tools Agent
• Go to the VM tab.
• Click Guest.
• Click Install VMware Tools.
• Click OK and follow the
instructions to install the
software.
Convert the Virtual Machine to a
Template
• Close the console window.
• Shutdown the guest operating
system gracefully.
• Right-click the virtual machine.
• Select Convert to Template.
The virtual machine is removed
from the list of active virtual
machines.
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Get Started with Cisco UCS Director
Start the Virtual Data Center
(VDC) Wizard
• Go to the Cisco UCS Director
web interface.
• Log in as the admin user.
• Select the Virtual Data Center
(VDC) Creation wizard.
Configure the VDC
• Enter a name for the new VDC.
• Assign the VDC to a user group
(local or domain). The example
assigns the VDC to the Local_
User_Group.
• Set the cloud account name for
the VDC.
• Click Next to continue.
Specify Approval Processes
• If desired, enter the user names
for people (or roles) who need
to approve the provisioning. If
approvals are not required, do
not enter a user name.
• Enter an email address for
notifications. This setting
allows Cisco UCS Director to
send an email in the event of
a provisioning error or other
condition.
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Get Started with Cisco UCS Director
Create System Policies (Optional)
• Set policies for the system,
operating system, and virtual
machines.
• Note that the Host Name entry
must be 15 characters or less if
Microsoft Windows Server is the
guest operating system.
• Have your license key available
for reference because it must be
specified for proper operation.
• See the user guide for the
variables (macros) that can
be used in the virtual machine
template.
Add a Computing Policy
• Create a computing policy for
the virtual machine template.
You can:
• Define a computing policy
that identifies the physical
and virtual resources that
can be used
• Select the VMware vCenter
resource pool on which the
template can provision virtual
machines when requested
• Set resource limits based on
your organization’s IT policies;
for example, you can specify
the maximum number of
virtual machines that can be
provisioned on a system
• Click Submit to continue.
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Get Started with Cisco UCS Director
Add a Network Policy
• Create a network policy for the
virtual machine template to use.
You can:
• Define the network interfaces
for the virtual machines
• Add port groups for the
network interface cards
(NICs)
• Define a cost model for the
virtual machine. For example,
you can charge for time
powered on, resources used,
and so on
• Click Submit to continue.
Add a Storage Policy
• Create a storage policy for the
virtual machine template to use.
You can:
• Specify the data store to be
used during virtual machine
provisioning by the template
• Make sure the data store is
shared
• Define parameters for
selecting the data store to
use each time the template
is used to provision a virtual
machine
• Click Submit to continue.
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Get Started with Cisco UCS Director
Create the Service Catalog Entry
• Go to Policies tab, click
Catalogs, and fill out the form.
• Click Add to add a new item to
the catalog.
• Specify the catalog type as
Standard.
• Specify the name and icon for
the catalog item.
• Identify the groups that can
access the catalog item.
• Specify the virtual machine
template image to use for
provisioning. This is the virtual
machine template created in
previous steps in this document.
• Optionally provide details
regarding installed applications.
• Set Guest Customization to
Enable to create a unique
instance from the virtual
machine template.
• Optionally enable remote access
options for the provisioned
virtual machines.
• Review the summary and click
Save to publish the catalog item.
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Get Started with Cisco UCS Director
Verify Catalog Item Creation
• Login to the Cisco UCS Director
software as an end user.
• Click the Catalog button.
Notice that the virtual machine
provisioning service is available.
• Double-click the catalog item
to create a virtual machine
instance.
• Select Deployment
Configuration and assign the
virtual machine to a VDC.
• Specify whether the virtual
machine should be provisioned
immediately or at a later time.
• Specify an expiration date for
the virtual machine, if desired.
• Select the amount of resources
to be assigned to the virtual
machine. The resource options
listed conform to the policies set
earlier in the template creation
process.
• Click Next to create the virtual
machine. Click the Status tab
to monitor the progress of the
operation.
For More Information
• For more information about Cisco UCS, visit
http://www.cisco.com/go/ucs.
• For more information about Cisco UCS Director, visit
http://www.cisco.com/c/en/us/products/servers-unified-computing/ucs-director.
© 2015 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public information.
Page 27
Get Started with Cisco UCS Director
April 2015
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San Jose, CA
Asia Pacific Headquarters
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The Netherlands
Cisco has more than 200 offices worldwide. Addresses, phone numbers, and fax numbers are listed on the Cisco Website at www.cisco.com/go/offices.
Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a list of Cisco trademarks, go to this
URL: www.cisco.com/go/trademarks. Third party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a partnership
relationship between Cisco and any other company. (1110R)
LE-41601-00 04/15
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