Hitachi Content Platform Anywhere Deploying an HCP Anywhere VM System

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1 Hitachi Content Platform Anywhere MK-HCPAW011-05

2 2016 Hitachi Data Systems Corporation. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, or stored in a database or retrieval system for commercial purposes without the express written permission of Hitachi, Ltd., or Hitachi Data Systems Corporation (collectively, Hitachi ). Licensee may make copies of the Materials provided that any such copy is: (i) created as an essential step in utilization of the Software as licensed and is used in no other manner; or (ii) used for archival purposes. Licensee may not make any other copies of the Materials. "Materials" mean text, data, photographs, graphics, audio, video and documents. Hitachi reserves the right to make changes to this Material at any time without notice and assumes no responsibility for its use. The Materials contain the most current information available at the time of publication. Some of the features described in the Materials might not be currently available. Refer to the most recent product announcement for information about feature and product availability, or contact Hitachi Data Systems Corporation at Notice: Hitachi products and services can be ordered only under the terms and conditions of the applicable Hitachi agreements. The use of Hitachi products is governed by the terms of your agreements with Hitachi Data Systems Corporation. By using this software, you agree that you are responsible for: 1) Acquiring the relevant consents as may be required under local privacy laws or otherwise from authorized employees and other individuals to access relevant data; and 2) Verifying that data continues to be held, retrieved, deleted, or otherwise processed in accordance with relevant laws. Notice on Export Controls. The technical data and technology inherent in this Document may be subject to U.S. export control laws, including the U.S. Export Administration Act and its associated regulations, and may be subject to export or import regulations in other countries. Reader agrees to comply strictly with all such regulations and acknowledges that Reader has the responsibility to obtain licenses to export, re-export, or import the Document and any Compliant Products. Hitachi is a registered trademark of Hitachi, Ltd., in the United States and other countries. AIX, AS/400e, DB2, Domino, DS6000, DS8000, Enterprise Storage Server, eserver, FICON, FlashCopy, IBM, Lotus, MVS, OS/390, PowerPC, RS6000, S/390, System z9, System z10, Tivoli, z/os, z9, z10, z13, z/vm, and z/vse are registered trademarks or trademarks of International Business Machines Corporation. Active Directory, ActiveX, Bing, Excel, Hyper-V, Internet Explorer, the Internet Explorer logo, Microsoft, the Microsoft Corporate Logo, MS-DOS, Outlook, PowerPoint, SharePoint, Silverlight, SmartScreen, SQL Server, Visual Basic, Visual C++, Visual Studio, Windows, the Windows logo, Windows Azure, Windows PowerShell, Windows Server, the Windows start button, and Windows Vista are registered trademarks or trademarks of Microsoft Corporation. Microsoft product screen shots are reprinted with permission from Microsoft Corporation. All other trademarks, service marks, and company names in this document or web site are properties of their respective owners.

3 Contents Preface Intended audience Product version What's new Related documents Accessing product documentation Getting help Comments vii vii vii vii viii viii ix ix Chapter 1: HCP Anywhere system overview 1 About HCP Anywhere 2 Management Console 2 VM system configurations 3 Networks 4 Storage 4 System architecture 5 Monitoring HCP Anywhere 7 Chapter 2: Site preparation 9 ESXi host requirements 10 VMware product requirements 10 Virtual machine requirements 11 Storage requirements 11 Supported VMware features 13 Unsupported VMware features 13 Network requirements 13 Network connection information 14 User authentication requirements 23 Contents iii

4 Time source requirements 24 System availability recommendations 24 Chapter 3: Creating and configuring the virtual machines 25 Information you need 26 Resources you need 27 Step 1: Log into vsphere Web Client 27 Step 2: Conditionally, add ESXi hosts 28 Step 3: Specify time settings for the ESXi hosts 28 Step 4: Create the datastores 29 Step 5: Configure the networks 31 Step 5a: Conditionally, configure the front-end network 31 Step 5b: Conditionally, create the back-end network 33 Step 6: Create the virtual machines 34 Step 6a: Unpack the virtual machine image file 34 Step 6b: Deploy the OVF template 34 Step 7: Delete the unused network adapter in a single-node system 38 Step 8: Conditionally, reconfigure each virtual machine 39 Step 8a: Reconfigure CPU and memory 40 Step 8b: Conditionally, add hard disks 41 Step 8c: Conditionally, reconfigure hard disks 43 Step 8d: Conditionally, configure the other virtual machine 45 Step 9: Start each virtual machine 46 Chapter 4: Installing and configuring the HCP Anywhere software 47 Information you need 48 Configuring network settings for each HCP Anywhere node 48 Step 1: Log in for the network configuration 49 Step 2: Select system type 51 Step 3: Configure front-end network settings 52 Step 4: Conditionally, configure back-end network settings 54 Step 5: Apply the changes 55 Step 6: Conditionally, configure network settings for the other node 55 Installing the HCP Anywhere software 55 Performing the HCP Anywhere software installation 56 Step 1: Log in for the installation 56 Step 2: Configure the HCP Anywhere system 58 Step 3: Verify the system configuration 66 iv Contents

5 Step 4: Execute the installation 66 Verifying the HCP Anywhere installation 67 Logging into the Management Console 69 After installing the software 70 Appendix A: Adding ESXi hosts 71 Information you need 72 Adding the hosts 72 Appendix B: Reenabling SSH access on a single-node VM system 75 Appendix C: Forms 79 Virtual Machine Creation Information 80 HCP Anywhere Software Installation Information 81 Glossary 83 Index 89 Contents v

6 vi Contents

7 Preface This book is the setup guide for Hitachi Content Platform Anywhere (HCP Anywhere) VM systems. It provides all the information you need to deploy a virtualized HCP Anywhere system in your VMware vsphere environment. Note: This book does not explain how to configure Hi-Track Monitor to monitor the nodes in the HCP Anywhere system. For that information, see Installing an HCP Anywhere System Final On-site Setup. Intended audience This book is intended for the people responsible for deploying an HCP Anywhere VM system at a customer site. It assumes you have experience with computer networking, creating virtual machines, familiarity with VMware products and concepts, and a basic understanding of HCP Anywhere systems. Product version This book applies to release of HCP Anywhere. What's new Updated instructions for deleting the unused network adapter in a single-node system This book now contains updated instructions for deleting the additional network adapter in an HCP Anywhere virtual machine system with only one node. In a one-node system, this additional network adapter must be deleted in order for upgrades to function properly. Preface vii

8 Related documents For information on deleting the unused network adapter in a single-node system, see Step 7: "Delete the unused network adapter in a singlenode system". Related documents These documents contain information about HCP Anywhere: HCP Anywhere Administrator Help This set of help topics contains the instructions you need to use the HCP Anywhere Management Console to configure and monitor an HCP Anywhere system and its hardware. This set of help topics also includes instructions on administering the file synchronization and sharing and HDI device management features. This set of help topics is accessible from the HCP Anywhere Management Console. HCP Anywhere User Help This set of help topics explains how to use HCP Anywhere for file storage and synchronization. These topics discuss the file synchronization interfaces that HCP Anywhere provides, which include desktop and mobile applications and a web application called the User Portal. This set of help topics is accessible from the HCP Anywhere User Portal. Installing an HCP Anywhere System Final On-site Setup This book contains instructions for deploying an assembled and configured physical HCP Anywhere system at a customer site. It explains how to make the necessary physical connections and reconfigure the system for the customer computing environment. It also contains instructions for configuring Hi-Track Monitor to monitor an HCP Anywhere system. Third-party Copyrights and Licenses This book contains copyright and license information for third-party software distributed with or embedded in the HCP Anywhere operating system, core software, and file synchronization and sharing applications. Accessing product documentation Product documentation is available on Hitachi Data Systems Support Connect: Check this site for the most current documentation, including important updates that viii Preface

9 Getting help may have been made after the release of the product. Getting help Hitachi Data Systems Support Portal is the destination for technical support of products and solutions sold by Hitachi Data Systems. To contact technical support, log on to Hitachi Data Systems Support Connect for contact information: Hitachi Data Systems Community is a global online community for HDS customers, partners, independent software vendors, employees, and prospects. It is the destination to get answers, discover insights, and make connections. Join the conversation today! Go to community.hds.com, register, and complete your profile. Note: If you purchased your HCP Anywhere from a third party, please contact your authorized service provider. Comments Please send us your comments on this document: HCPAnywhereDocumentationFeedback@hds.com Include the document title and part number, including the revision (for example, -01), and refer to specific sections and paragraphs whenever possible. All comments become the property of Hitachi Data Systems. Thank you! Preface ix

10 x Preface

11 1 HCP Anywhere system overview This chapter introduces HCP Anywhere and describes the architecture for an HCP Anywhere system installed in a VMware vsphere environment. Chapter 1: HCP Anywhere system overview 1

12 About HCP Anywhere About HCP Anywhere HCP Anywhere is the system from Hitachi Data Systems (HDS) that provides these three major features: File synchronization and sharing This feature allows a user to access and share files from any location at which the user has Internet access. When a user adds files to HCP Anywhere, HCP Anywhere stores the files in a Hitachi Content Platform (HCP) system. The files are then made available through a web browser application called the HCP Anywhere User Portal and through each computer, smartphone, and tablet that the user has registered with HCP Anywhere. Backup This feature allows users to backup folders from their computer using the HCP Anywhere desktop application. Once a folder is backed up, it is protected on the HCP Anywhere server. Any changes a user makes to their backup files and folders are uploaded to the server while the desktop application is running. This keeps backup data not only protected, but also up to date for whenever a user may need it. Backup files and folders can be viewed in the User Portal and on a user's HCP Anywhere mobile devices. Users can also download backup files and folders and use them to restore files or folders from their computer that have been lost or corrupted. HDI device management This feature allows an administrator to configure and monitor Hitachi Data Ingestor (HDI) systems that have been deployed at multiple remote sites throughout an enterprise. For information on purchasing HDI devices, please contact your HCP Anywhere sales representative. Management Console HCP Anywhere includes a web application called the Management Console. The HCP Anywhere system administrator uses this Console to configure, monitor, and manage the system. 2 Chapter 1: HCP Anywhere system overview

13 VM system configurations VM system configurations An HCP Anywhere VM system can consist of one or two virtual machines, called nodes. The nodes run the HCP Anywhere software and are the essential parts of the system. A single-node VM system: Requires deployment of the HCP Anywhere OVF template as HCP Anywhere does not support the manual configuration of virtual machines Can support up to 25,000 users Does not require a dedicated back-end network A two-node VM system: Requires deployment of the HCP Anywhere OVF template as HCP Anywhere does not support the manual configuration of virtual machines Requires a dedicated back-end network Can support up to 50,000 users Can run on one or two ESXi hosts (two hosts are recommended) Chapter 1: HCP Anywhere system overview 3

14 Networks Networks Two-node HCP Anywhere systems use back-end and front-end networks. Single-node VM systems use only a front-end network. The front-end network is used for: Access by HCP Anywhere applications on user's computers and mobile devices Browser access to the User Portal and Management Console Storing and accessing files in the HCP system that HCP Anywhere uses Sending configuration information to and receiving health reports from HDI devices The back-end network is used for inter-node communication. Caution: The back-end network must be isolated, non-routable, and remain separate from the front-end network. Interfering with the operation of the back-end network can cause the HCP Anywhere system to become inoperable and can result in data loss. Storage An HCP Anywhere VM system relies on the VMware infrastructure to provide storage. Each virtual machine must be configured to use a datastore. The underlying storage for the datastore can be provisioned on the hosts themselves or in a location external to the host. Each node uses its datastore for storing the HCP Anywhere software, operating system, and database. The HCP Anywhere database contains this data: Information about file synchronization and sharing users and their registered devices Information about the files that users have stored in HCP Anywhere (but not the contents of those files) Information about the HDI devices that HCP Anywhere manages Records of events that have occurred in the system 4 Chapter 1: HCP Anywhere system overview

15 System architecture The contents of files added by users are stored in an HCP system. System architecture The illustrations below show the architecture of HCP Anywhere VM systems. Single-node system Chapter 1: HCP Anywhere system overview 5

16 System architecture Two-node system In these illustrations: The dashed lines represent the connections from the datastores to the locations of the underlying storage. Internal Storage represents a storage location on the host itself. External Storage represents a storage location that has been provisioned outside of the host using a method such as NFS or SAN. The solid lines represent the network connections from the hosts to the infrastructure for the front-end and back-end networks. 6 Chapter 1: HCP Anywhere system overview

17 Monitoring HCP Anywhere Monitoring HCP Anywhere The HCP Anywhere Management Console provides tools for monitoring the health and activity of the HCP Anywhere system. These tools include graphs that display an overview of system activity, a system log that allows you to monitor system activity on a more detailed level, and an internal log that can be used by HCP Anywhere support personnel for diagnosing and resolving problems. For information on using these tools to monitor the HCP Anywhere software, see the HCP Anywhere Administrator Help, which is accessible from the documentation control ( ) in the top righthand corner of each Management Console page. When running in a virtualized environment, HCP Anywhere does not provide any tools for monitoring the underlying ESXi hosts or other physical hardware. You must provide the tools for monitoring this equipment. Chapter 1: HCP Anywhere system overview 7

18 8 Chapter 1: HCP Anywhere system overview

19 2 Site preparation Before an HCP Anywhere VM system can be deployed, you need to ensure that your virtualization infrastructure meets certain requirements. If it doesn't, you should wait to deploy the system until the necessary changes have been made. HCP Anywhere requires Windows Active Directory (AD) for user authentication. For HCP Anywhere to support AD, you need to provide access to one or more servers running Windows Active Directory. You need to configure various network components such as firewalls and load balancers to manage traffic for the HCP Anywhere system. To configure these components, you need to know certain network connection information for the HCP Anywhere system. This chapter describes the requirements and recommendations for successful installation and operation of an HCP Anywhere VM system at your site. Chapter 2: Site preparation 9

20 ESXi host requirements ESXi host requirements Each ESXi host you provide must have ESXi version 5.1 Update 2 or later installed. HCP Anywhere virtual systems have been qualified for use with ESXi version 5.1 Update 2, ESXi version 5.5, and ESXi version 6.0. Other ESXi versions may work but have not been formally tested. VMware product requirements The following VMware products are supported for setup and management of an HCP Anywhere VM system: VMware vcenter Server version 5.1, 5.5, or 6.0 VMware vsphere Web Client version 5.1, 5.5, or 6.0 HCP Anywhere VM has not been tested with any other versions of VMware vcenter or vsphere. 10 Chapter 2: Site preparation

21 Virtual machine requirements Virtual machine requirements Each virtual machine requires a certain number of CPUs and a certain amount of memory. These amounts are determined by both the number of users the system can support and the number of nodes in the system: Potential number of users Single-node system Multi-node system CPUs Memory GB GB GB 501-1, , GB 1,001-2,000 1,001 2, GB 2,001-5,000 2,001 5, GB 5,000-25,000 5,001 20, GB N/A 20,001-50, GB Important: Do not overprovision the CPUs or memory on the ESXi hosts on which you are installing HCP Anywhere. The numbers of users in the table above represent how many users the system is capable of supporting. The number of users that can actually register with the system is limited by the license that you've purchased. Storage requirements When deploying an HCP Anywhere VM system, you create one or more datastores in which the HCP Anywhere virtual machines will store data. Before deploying the system, you need to provision the underlying storage for the datastores. Note: HCP Anywhere uses the storage you provision for storing its internal data. An HCP system is required for storing user files. Chapter 2: Site preparation 11

22 Storage requirements Storage locations You can provision storage on the ESXi hosts themselves or use a method such as NFS or SAN to provision storage in a location external to the hosts. Space requirements The total amount of space you need to provide depends on both the number of users your system supports and the number of nodes in the system: Potential number of users Single-node system Multi-node system Space GB GB GB 501-1, , GB 1,001-2,000 1,001 2, GB 2,001-5,000 2,001 5, GB 5,000-25,000 5,001 20, TB N/A 20,001-50, TB Important: HCP Anywhere must have access to the required amounts of free space. Do not overprovision the underlying storage for the datastores. Before installing the system, you should provision enough space for the maximum number of users that you expect your system will support. If after installing the system you need to provision more space to support additional users, contact your authorized HCP Anywhere service provider for help. The numbers of users in the table above represent how many users the system is capable of supporting. The number of users that can actually register with the system is limited by the license that you've purchased. Creating datastores You use the VMware vsphere Web Client to create datastores. For instructions on creating datastores, see Step 4: "Create the datastores". 12 Chapter 2: Site preparation

23 Supported VMware features Supported VMware features These VMware vsphere features or tools have been qualified for use with HCP Anywhere VM systems: vmotion Storage vmotion Distributed Resource Scheduler (DRS) Storage DRS VMware HA is supported on single-node systems Note: When using this feature with an HCP Anywhere system that has more than one node, you should make sure that the virtual machines are not migrated to the same host. See the applicable VMware documentation for information on configuring vsphere DRS. Unsupported VMware features These VMware vsphere features or tools have not been tested and are not supported with HCP Anywhere: Fault Tolerance Snapshots. (Specifically, HCP Anywhere does not support rolling back to a snapshot of an HCP Anywhere virtual machine.) VMware HA is not supported on multi-node systems Network requirements In systems with more than one node, each HCP Anywhere virtual machine node requires connectivity to two networks: A front-end network, which allows users, administrators, and their devices to connect to the system. A back-end network, which enables the nodes to communicate with each other. This must be a private, non-routable network. Chapter 2: Site preparation 13

24 Network connection information In systems with only one node, the virtual machine requires connectivity to only a front-end network. You need to set up these networks at your site before deploying HCP Anywhere virtual machines. Network connection information The table in this section contains network connection information about inbound and outbound traffic for an HCP Anywhere system. You need this information when configuring networking components such as load balancers and firewalls to manage network traffic for an HCP Anywhere system. You also need the information in the table for configuring your network to support SSL termination for HCP Anywhere. SSL termination is a process in which SSL-encrypted traffic bound for one server is redirected to another server that decrypts the information and then sends it to the target server. In this way, the target server does not need to use its resources to decrypt the information. Note: To support SSL termination, you also need to enable support for it in the HCP Anywhere Management Console. For information on doing this, see the HCP Anywhere Administrator Help. Tip: Even when you have enabled SSL termination support for the HCP Anywhere system, you should configure the HCP Anywhere system to use an SSL certificate that's been signed by a trusted vendor. This increases the likelihood that user's computers, browsers, and mobile devices will automatically trust the HCP Anywhere system. In the table, each row represents a type of network traffic. The Optional or required column indicates whether the applicable type of traffic is required for the HCP Anywhere system to function properly. Each node in the HCP Anywhere system can handle all types of network traffic listed in the table. 14 Chapter 2: Site preparation

25 Network connection information Purpose Inbound or Outbound Source Source Network Target Port Protocol Optional or required Notes Insecure (HTTP) access to the User Portal and for communication related to file synchronization and sharing and HDI device management Inbound Proxies for SSL termination (load balancers, RP caches) DMZ or Corporate HCP Anywhere system 80 TCP Optional To support external SSL termination for file synchronization and sharing and HDI device management feature communication, HCP Anywhere uses port 80 for HTTP access without SSL security. All returned URLs use HTTP with SSL security (HTTPS). Support for external SSL termination can be enabled and disabled in the HCP Anywhere Management Console. Chapter 2: Site preparation 15

26 Network connection information (Continued) Purpose Inbound or Outbound Source Source Network Target Port Protocol Optional or required Notes Secure (HTTPS) access to the User Portal and for communication related to file synchronization and sharing and HDI device management Inbound Any of these: A registered computer A registered mobile device A web browser used to access the HCP Anywhere User Portal Internet or Corporate HCP Anywhere system 443 TCP Required If support for external SSL termination is disabled in the HCP Anywhere Management Console, HCP Anywhere uses only port 443 for file synchronization and sharing and HDI device management feature communication. An HDI device Access to the HCP Anywhere Management Console through HTTPS Inbound Administrator client computer accessing the Management Console through a web browser Corporate HCP Anywhere system 8000 TCP Required HCP Anywhere uses only port 8000 for access to the Management Console. SSH access to the HCP Anywhere system by HDS service personnel Inbound Support client computer Corporate HCP Anywhere system 22 TCP, UDP Optional Support for SSH access to the HCP Anywhere system can be enabled and disabled in the Management Console. 16 Chapter 2: Site preparation

27 Network connection information (Continued) Purpose Inbound or Outbound Source Source Network Target Port Protocol Optional or required Notes SNMP access for monitoring the HCP Anywhere system Inbound Network Monitoring System (SNMP) Corporate HCP Anywhere system 161 TCP, UDP Optional Support for SNMP can be enabled and disabled in the Management Console. Hi-Track Monitor uses SNMP to monitor the HCP Anywhere system. HCP Anywhere supports only SNMP version 2c. HCP Anywhere does not send system log messages to SNMP managers. Chapter 2: Site preparation 17

28 Network connection information (Continued) Purpose Inbound or Outbound Source Source Network Target Port Protocol Optional or required Notes Active Directory authentication Outbound HCP Anywhere system Corporate Active Directory server 88 TCP, UDP Required For access to the Management Console and the file synchronization and sharing feature, HCP Anywhere requires Active Directory for user authentication. Support for Active Directory authentication is configured in the HCP Anywhere Management Console. Access to Active Directory LDAP service Outbound HCP Anywhere system Corporate Active Directory server 389 TCP, UDP Required HCP Anywhere uses the Lightweight Directory Access Protocol (LDAP) for user authentication and for ensuring that AW support for AD authentication continues to function. 18 Chapter 2: Site preparation

29 Network connection information (Continued) Purpose Inbound or Outbound Source Source Network Target Port Protocol Optional or required Notes Maintaining the password for the HCP Anywhere computer account in Active Directory Outbound HCP Anywhere system Corporate Active Directory server 464 TCP, UDP Required HCP Anywhere uses the Kerberos kpasswd service to automatically change the password for the HCP Anywhere computer account in AD. Access to Microsoft Global Catalog Outbound HCP Anywhere system Corporate Active Directory server 3268 TCP, UDP Required HCP Anywhere accesses the Global Catalog for AD user authentication and for ensuring that AW support for AD authentication continues to function. DNS name resolution Outbound HCP Anywhere system Corporate DNS server 53 TCP, UDP Required The HCP Anywhere system requires access to DNS servers for performing DNS lookups. Chapter 2: Site preparation 19

30 Network connection information (Continued) Purpose Inbound or Outbound Source Source Network Target Port Protocol Optional or required Notes Access to external time server Outbound HCP Anywhere system Corporate NTP server 123 TCP, UDP Required HCP Anywhere requires a time source that is an external NTP time server. The recommended configuration is for HCP Anywhere and the Active Directory server to use the same time server. notification of HCP Anywhere events Outbound HCP Anywhere system Corporate Internal SMTP server 25 TCP, UDP Optional HCP Anywhere can be configured to send notifications when certain events occur. Syslog logging of HCP Anywhere events Outbound HCP Anywhere system Corporate Internal syslog server Configurable (default is 514) UDP Optional HCP Anywhere can be configured to send event logs to an external syslog server. The port can be configured in the Management Console. By default, HCP Anywhere uses Chapter 2: Site preparation

31 Network connection information (Continued) Purpose Inbound or Outbound Source Source Network Target Port Protocol Optional or required Notes Virus scanning of files added by file synchronization and sharing users Outbound HCP Anywhere system Corporate Internal ICAP servers Configurable (default is 1344) TCP Optional HCP Anywhere can be configured to send files to one or more ICAP servers for virus scanning. The port can be configured in the Management Console. By default, HCP Anywhere uses Managing HCP tenants Outbound HCP Anywhere system Corporate HCP system 9090 TCP Required HCP Anywhere uses the HCP Management API to manage HCP tenants. For file synchronization and sharing, reading and writing user files to an HCP system Outbound HCP Anywhere system Corporate HCP system 443 TCP Required By default, HCP Anywhere reads and writes files to HCP through HTTPS. For file synchronization and sharing, reading and writing user files to an HCP system Outbound HCP Anywhere system Corporate HCP system 80 TCP Optional HCP Anywhere can be configured to read and write files to HCP through HTTP without SSL security (HTTP). Chapter 2: Site preparation 21

32 Network connection information (Continued) Purpose Inbound or Outbound Source Source Network Target Port Protocol Optional or required Notes For file synchronization and sharing, access to the contents of NAS servers. Outbound HCP Anywhere system Corporate NAS servers 445 TCP Optional HCP Anywhere can be configured to grant users access to NAS shares through the mobile applications and the User Portal. HCP Anywhere uses CIFS to communicate with NAS servers. 22 Chapter 2: Site preparation

33 User authentication requirements User authentication requirements HCP Anywhere requires Windows Active Directory for user authentication. For HCP Anywhere to be able to use AD: All Active Directory domain controllers must run one of these: Windows Server 2012 R2 Windows Server 2012 Windows Server 2008 R2 HCP Anywhere must have network connectivity to one or more domains in the AD forest. Note: By default, HCP Anywhere attempts to connect to every domain in the forest, except for domains in the forest with international names as HCP Anywhere does not support these. If your AD infrastructure does not allow HCP Anywhere to connect to every domain in the forest, you can use the domain whitelist in the Management Console to specify only the domains to which the system can connect. For information, see the HCP Anywhere Administrator Help, which is available from the Management Console. HCP Anywhere must be able to contact at least one DNS server that can resolve the AD domain name. Additionally, HCP Anywhere must be able to do reverse DNS lookups of the IP addresses of all AD domain controllers that HCP Anywhere is configured to use (that is, the DNS configuration must include PTR records for the IP addresses that identify hostnames for AD domain controllers). The AD time must be in sync with the HCP Anywhere system time. The recommended configuration is for HCP Anywhere and AD to use the same time server. Additionally, to ensure that AD users have continuous access to HCP Anywhere, the AD infrastructure should have a robust and fault tolerant configuration. Chapter 2: Site preparation 23

34 Time source requirements Note: HCP Anywhere also supports using the SAML protocol to communicate with Active Directory Federation Services (AD FS). This allows HCP Anywhere to authenticate users from multiple AD forests. For more information, see the HCP Anywhere Administrator Help, which is accessible from the documentation icon ( ) in the top righthand corner of each Management Console page. Time source requirements The HCP Anywhere system requires at least one external time server as a time source. Ideally, HCP Anywhere and Active Directory should use the same time source. System availability recommendations How you manage system availability depends on the type of HCP Anywhere VM system you are installing. Two-node systems When one node in a two-node system becomes unavailable due to a virtual machine or host failure, HCP Anywhere automatically ensures that the remaining node performs all essential operations. This allows users to continue to access the system. To ensure that a two-node system remains available during a host failure, you should run each HCP Anywhere virtual machine on a separate ESXi host. If you are using the vsphere Distributed Resource Scheduler (DRS) feature, you should configure the feature so that the two HCP Anywhere virtual machines are not migrated to the same host. See the applicable VMware documentation for information on configuring vsphere DRS. Single-node systems Single-node VM systems do not automatically remain available during node or host outages. VMware vsphere provides a number of features that you need to use to ensure availability of these systems. For information on the VMware features that HCP Anywhere supports, see "Supported VMware features". 24 Chapter 2: Site preparation

35 3 Creating and configuring the virtual machines This chapter includes instructions for using the VMware vsphere Web Client to connect to a vcenter Server and create one or two HCP Anywhere virtual machines. This chapter also contains instructions for configuration activities you need to perform in your VMware vsphere environment to support HCP Anywhere. The instructions in this chapter explain how to set up HCP Anywhere in its recommended configurations. Depending on your vsphere environment, some of these steps may not apply. For more information on setting up virtual machines, see the applicable VMware vsphere documentation. Chapter 3: Creating and configuring the virtual machines 25

36 Information you need Information you need In order to deploy an HCP Anywhere VM system, you need to know certain information about your vsphere environment and about the HCP Anywhere system you are creating. Tip: To make the deployment easier, use the Virtual Machine Creation Information form on page 80 to record the information you need. Number of users You need to know the number of users that the system will support. This determines how much storage, memory, and CPUs you need to allocate for each virtual machine. vsphere Web Client In order to access the vsphere Web Client, you need to know: The address for the vsphere Web Client on the vcenter server. The address has this format: http[s]://vcenter-ip-address-or-hostname:port/vsphere-client By default, the port number is The username and password for an account with administrative permissions for the vcenter server Time servers For each ESXi host, you need to know the hostnames or IP addresses of one or more time servers for the host to use. Datastores You need to create datastores for the virtual machines to use. You do this in the vsphere Web Client by identifying storage locations that you have already provisioned. For more information about datastores, see the applicable VMware vsphere documentation. 26 Chapter 3: Creating and configuring the virtual machines

37 Resources you need Virtual networking You need to configure two virtual switches for each HCP Anywhere node. To do this, you need to know which vmnics on each host the virtual switches should use. Virtual machines To deploy OVF template to create the HCP Anywhere virtual machines, you need to know: The name to assign to each machine The name of the datastore in which to store data for the virtual machine Resources you need To create the virtual machines, you need the DVDs that contain the HCP Anywhere virtual machine images. You get these DVDs from the HCP Anywhere distributor. Each DVD contains an image file. You choose one of these files depending on how you want to configure the virtual disks for each virtual machine you create: AW012_VMDK-x.x.x.x.iso This image automatically creates all the virtual disks that the virtual machine requires. However, depending on the number of users your system will support, you may need to reconfigure the sizes of the virtual disks. AW013_RDM-x.x.x.x.iso This image creates only one of the required virtual disks. For each virtual machine that you create using this file, you need to manually create and configure two additional virtual disks. Step 1: Log into vsphere Web Client To log into the vsphere Web Client: 1. In a web browser, enter the address for the vcenter server. The VMWare vsphere Web Client login page appears. 2. In the User name field, type the username for a user account that has administrator permissions for the vcenter server. 3. In the Password field, type the password for the user account. Chapter 3: Creating and configuring the virtual machines 27

38 Step 2: Conditionally, add ESXi hosts 4. Click on the Login button. Step 2: Conditionally, add ESXi hosts If you're installing HCP Anywhere on ESXi hosts that the vcenter Server does not know about, you need to add both hosts to a new or existing datacenter. For instructions on doing this, see Appendix A: "Adding ESXi hosts". Otherwise, continue to Step 3: "Specify time settings for the ESXi hosts". Step 3: Specify time settings for the ESXi hosts You need to configure each ESXi host to use one or more external time servers as a time source. The recommended configuration is for each host to use the same time source as your Active Directory environment. To specify time settings for an ESXi host: 1. Right-click on the host and click on Settings. 2. Click on the Manage tab > Settings > Time Configuration > Edit button. 28 Chapter 3: Creating and configuring the virtual machines

39 Step 4: Create the datastores The Edit Time Configuration window appears. 3. Ensure that Use Network Time Protocol (Enable NTP client) is enabled. 4. In the NTP Service Startup Policy section, select Start and stop with host. 5. In the NTP Servers section, enter the IP addresses or hostnames of one or more time servers. Then click on the OK button. 6. If you are installing a two-node system, repeat this procedure for the other ESXi host. In step 5, use the same time server or time servers that you specified for the first host. Step 4: Create the datastores You need to create a datastore for each HCP Anywhere virtual machine to use. You do this in the vsphere Web Client by identifying storage locations that you have already provisioned. The datastores you create can share the same storage location or they can use different storage locations. Chapter 3: Creating and configuring the virtual machines 29

40 Step 4: Create the datastores For information on: The storage requirements for each virtual machine, see "Storage requirements". Provisioning the underlying storage for a datastore, see the applicable vsphere documentation. To create a datastore: 1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of the ESXi hosts that you added and click on New Datastore. 30 Chapter 3: Creating and configuring the virtual machines

41 Step 5: Configure the networks The New Datastore window appears. 2. Follow the wizard to create the datastore for the storage that you have provisioned for HCP Anywhere to use. For more information, see the applicable vsphere documentation. 3. If you are installing a two-node system, repeat this procedure to create a datastore for the other ESXi host. Step 5: Configure the networks Each HCP Anywhere virtual machine requires access to two networks. One, the front-end network, is used for user and administrator access and the other, the back-end network, is used for communication between the virtual nodes. Step 5a: Conditionally, configure the front-end network If the ESXi host does not have an existing network that provides front-end connectivity, you need to create one. To create the front-end network: 1. Click on the Go to vcenter icon ( ). Chapter 3: Creating and configuring the virtual machines 31

42 Step 5: Configure the networks 2. In the lefthand panel, in the Inventory Trees section, click on Hosts and Clusters. 3. On the Hosts and Clusters tab in the lefthand panel, right-click on one of the ESXi hosts that you added and click on Settings. 4. Click on the Manage tab > Networking > Virtual switches. 32 Chapter 3: Creating and configuring the virtual machines

43 Step 5: Configure the networks 5. On the Virtual switches page, click on the Add host networking icon ( ). 6. Use the Add networking wizard to create a front-end network for HCP Anywhere to use. For information on adding networks, see the applicable VMware vsphere documentation. Step 5b: Conditionally, create the back-end network If you're installing a two-node system, you need to create a back-end network. If you're installing a single-node system, continue to Step 6: "Create the virtual machines". To create the back-end network: 1. On the Virtual switches page, click on the Add host networking icon ( ). The Add Networking window appears 2. On the Select connection type page, select Virtual Machine Port Group for a Standard Switch. Note: For information on setting up other types of connections, see the applicable VMware vsphere documentation. Chapter 3: Creating and configuring the virtual machines 33

44 Step 6: Create the virtual machines 3. Click on the Next button. 4. On the Select target device page, select New standard switch. 5. Click on the Next button. 6. On the Create a Standard Switch page, select a physical adapter to assign to the new switch. 7. Click on the Next button. 8. On the Connection Settings page, in the Network label field, type HCP Anywhere Back-End Network. 9. Click on the Next button. 10. On the Ready to complete page, click on Finish. Step 6: Create the virtual machines To create an HCP Anywhere virtual machine, you use vsphere to deploy the OVF template. Step 6a: Unpack the virtual machine image file On your computer, access the DVD that contains the virtual machine image file and unpack the AW012_VMDK-x.x.x.x.iso or AW013_RDM-x.x.x.x.iso file into a directory of your choice. Step 6b: Deploy the OVF template To create each HCP Anywhere virtual machine, you need to deploy the OVF template contained in the AW012_VMDK-x.x.x.x.iso or AW013_RDMx.x.x.x.iso file as HCP Anywhere does not support the manual configuration of virtual machines. To deploy the OVF template: 1. Click on the Go to vcenter icon ( ). 34 Chapter 3: Creating and configuring the virtual machines

45 Step 6: Create the virtual machines 2. In the lefthand panel, in the Inventory Trees section, click on Hosts and Clusters. Chapter 3: Creating and configuring the virtual machines 35

46 Step 6: Create the virtual machines 3. On the Hosts and Clusters tab in the lefthand panel, right-click on a host and click on Deploy OVF Template. 36 Chapter 3: Creating and configuring the virtual machines

47 Step 6: Create the virtual machines The Deploy OVF Template window appears. 4. On the Select source page: a. Select Local file. b. Click on the Browse button and navigate to the location where you unpacked the AW012_VMDK-x.x.x.x.iso or AW013_RDM-x.x.x.x.iso file. c. Select the HCP-AW-VMDK.ovf or HCP-AW-RDM.ovf file. d. Click on the Open button. e. Click on the Next button. 5. On the Review details page, view the information about the template. Then click on the Next button. 6. On the Select name and folder page: a. In the Name field, type a name for the HCP Anywhere virtual machine. b. In the Select a folder or datacenter section, select the datacenter to which you added the hosts. c. Click on the Next button. Chapter 3: Creating and configuring the virtual machines 37

48 Step 7: Delete the unused network adapter in a single-node system 7. On the Select storage page: a. In the Select virtual disk format field, select either Thick Provision Lazy Zeroed or Thick Provision Eager Zeroed. For information on these disk formats, see the applicable VMware vsphere documentation. b. In the table at the bottom of the page, select one of the datastores that you created in Step 4: "Create the datastores". c. Click on the Next button. 8. On the Setup networks page: a. For Frontend, select HCP Anywhere Front-End Network. b. If you're installing a system with more than one node, for Backend, select HCP Anywhere Back-End Network. c. Click on the Next button. 9. On the Ready to complete page, ensure that Power on after deployment is not selected. 10. Click on the Finish button. The vsphere Web Client begins creating the virtual machine. This can take several minutes to complete. 11. If you are installing a two-node system, repeat this procedure on the other host. Step 7: Delete the unused network adapter in a singlenode system For a system with only one node, an additional virtual network adapter is created when you deploy the OVF template. This second virtual network adapter must be removed in order for a virtual machine with only one node to function properly. In a two-node system, both network adapters are needed and therefore neither network adapter should be deleted. To delete the unused network adapter in a single-node system: 38 Chapter 3: Creating and configuring the virtual machines

49 Step 8: Conditionally, reconfigure each virtual machine 1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of the virtual machines that you deployed and click on Edit Settings. The Edit Settings window opens to the Virtual Hardware tab. 2. Mouse over Network adapter 2 and click on the Remove icon. 3. Click on the OK button. Step 8: Conditionally, reconfigure each virtual machine If you used the AW012_VMDK-x.x.x.x.iso file and your system supports users, you do not need to edit the virtual machine settings. Continue to step Step 9: "Start each virtual machine". Otherwise, you need to reconfigure each virtual machine. Chapter 3: Creating and configuring the virtual machines 39

50 Step 8: Conditionally, reconfigure each virtual machine Step 8a: Reconfigure CPU and memory To reconfigure the CPU and memory for a virtual machine: 1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of the virtual machines that you deployed and click on Edit Settings. 40 Chapter 3: Creating and configuring the virtual machines

51 Step 8: Conditionally, reconfigure each virtual machine The Edit Settings window opens to the Virtual Hardware tab. 2. In the CPU and Memory fields, enter the applicable values from the table below. Potential number of users Single-node system Multi-node system CPUs Memory GB GB GB 501-1, , GB 1,001-2,000 1,001 2, GB 2,001-5,000 2,001 5, GB 5,000-25,000 5,001 20, GB N/A 20,001-50, GB Step 8b: Conditionally, add hard disks If you used the AW013_RDM-x.x.x.x.iso file, you need to create two hard disks for each virtual machine. Otherwise, continue to Step 8c: "Conditionally, reconfigure hard disks". To create the hard disks: 1. From the New device menu at the bottom of the Virtual Hardware tab, select New Hard Disk. Then click on the Add button. A New Hard disk row appears in the window. Chapter 3: Creating and configuring the virtual machines 41

52 Step 8: Conditionally, reconfigure each virtual machine 2. In the New Hard disk row, specify the applicable disk size from the table below. Number of users Single-node system Multi-node system Hard disk 2 size GB GB GB 501-1, , GB 1,001-2,000 1,001 2, GB 2,001-5,000 2,001 5, GB 5,000-25,000 5,001 20, GB N/A 20,001-50, GB 3. Click on the arrow to expand the New Hard disk row and configure any other settings as necessary for your storage configuration. For information on the settings you can configure, see the applicable VMware vsphere documentation. Important: The Disk Provisioning type cannot be Thin Provision. 42 Chapter 3: Creating and configuring the virtual machines

53 Step 8: Conditionally, reconfigure each virtual machine 4. Repeat steps 1 through 3 to create a second hard disk. For this disk, specify the applicable disk size from the table below. Number of users Single-node system Multi-node system Hard disk 3 size GB GB GB 501-1, , GB 1,001-2,000 1,001 2, GB 2,001-5,000 2,001 5, GB 5,000-25,000 5,001 20, GB N/A 20,001-50, TB 5. Continue to Step 8d: "Conditionally, configure the other virtual machine". Step 8c: Conditionally, reconfigure hard disks If you used the AW012_VMDK-x.x.x.x.iso file and your system does not support users, you need to change the sizes of two of the three virtual disks. Note: Hard disk 1 is used to store the HCP Anywhere OS. Do not change the size of hard disk 1. Chapter 3: Creating and configuring the virtual machines 43

54 Step 8: Conditionally, reconfigure each virtual machine To reconfigure the hard disks: 1. On the Virtual Hardware tab, in the Hard disk 2 field, specify the applicable value from the table below. Number of users Single-node system Multi-node system Hard disk 2 size GB GB GB 501-1, , GB 1,001-2,000 1,001 2, GB 2,001-5,000 2,001 5, GB 5,000-25,000 5,001 20, GB N/A 20,001-50, GB 2. In the Hard disk 3 field, specify the applicable value from the table below. Number of users Single-node system Multi-node system Hard disk 3 size GB GB GB 501-1, , GB 1,001-2,000 1,001 2, GB 2,001-5,000 2,001 5, GB 5,000-25,000 5,001 20, GB N/A 20,001-50, TB 3. Click on the OK button. 44 Chapter 3: Creating and configuring the virtual machines

55 Step 8: Conditionally, reconfigure each virtual machine Step 8d: Conditionally, configure the other virtual machine For a system with more than one node, repeat steps Step 8a: "Reconfigure CPU and memory" through Step 8c: "Conditionally, reconfigure hard disks" for the other virtual machine. Chapter 3: Creating and configuring the virtual machines 45

56 Step 9: Start each virtual machine Step 9: Start each virtual machine To start a virtual machine: 1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of the virtual machines that you deployed and click on Power On. 2. For a system with more than one node, repeat step 1 for the other virtual machine. 46 Chapter 3: Creating and configuring the virtual machines

57 4 Installing and configuring the HCP Anywhere software After you create and configure the HCP Anywhere virtual machines, you need to configure the network settings for each node and install the HCP Anywhere software. This chapter includes instructions for using the HCP Anywhere Setup program to perform these tasks. Chapter 4: Installing and configuring the HCP Anywhere software 47

58 Information you need Information you need To install the HCP Anywhere software and configure the network settings for each HCP Anywhere node, you need to know certain information about the system that you are creating. You can use the HCP Anywhere Software Installation Information form on page 81 to record this information. You need to know: For systems with more than one node, the back-end IP address for each node These IP addresses need to be on the same class C subnet. The front-end IP address for each node The front-end IP subnet mask The IP address for the front-end gateway The DNS name for the system The IP address of a DNS server for the system to use The IP address of a time server for the system to use The time zone for the location in which the system is installed The name of the distributor key for the installation. You get this name from the HCP Anywhere distributor. If the HCP Anywhere distributor is not HDS, the HCP Anywhere customer support contact information. Configuring network settings for each HCP Anywhere node When initially created, the HCP Anywhere virtual nodes are assigned default front-end IP addresses. Systems with more than one node are also assigned default back-end IP addresses. You need to change these addresses to ones that work for your network environment. 48 Chapter 4: Installing and configuring the HCP Anywhere software

59 Configuring network settings for each HCP Anywhere node Step 1: Log in for the network configuration To begin the procedure for changing the network configuration, you need to log in as the install user and then change the password for that user: 1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of the virtual machines that you deployed and click on Open Console. The console opens in a new browser window to the login prompt. 2. Click within the black area of the screen to type in the console. 3. Enter: install A password prompt appears. Chapter 4: Installing and configuring the HCP Anywhere software 49

60 Configuring network settings for each HCP Anywhere node 4. Enter: Chang3Me! As you type, the characters do not show. Note: If you've previously changed the password for the install user, enter that password instead. Then continue the installation procedure from where you ended the last session. The system prompts for the current password again. 5. Enter: Chang3Me! The system prompts for a new password for the install user. 6. Enter a new password for the install user. Passwords must follow the standard rules for Unix passwords. To be valid, a password must include at least one character from two of these three groups: alphabetic, numeric, and special characters. Also, a password cannot be a word found in the dictionary. Changing the install user password is a one-time event. Be sure to remember the new password. You will need it when checking the health of the system after installing the HCP Anywhere software. Tip: For the new password, use hcpawinsta11, where the last two characters are the number one. 7. When prompted, enter the new password again. The system changes the password and prompts you to continue. 50 Chapter 4: Installing and configuring the HCP Anywhere software

61 Configuring network settings for each HCP Anywhere node 8. Press Enter. The Welcome to HCP-AW! menu appears. Step 2: Select system type To select the type of system you are installing: 1. On the Welcome to HCP-AW! menu, enter T 2. In response to the confirming prompt, enter y to confirm your entry or n to try again. The menu prompts you to select a system type. 3. Do one of these: For a system with two nodes, enter 1 For a system with only one node, enter 2 Chapter 4: Installing and configuring the HCP Anywhere software 51

62 Configuring network settings for each HCP Anywhere node 4. In response to the confirming prompt, enter y to confirm your entry or n to try again. The Welcome to HCP-AW! menu reappears. The menu displays the system type you selected. For example: Step 3: Configure front-end network settings To configure the front-end network settings for the virtual machine: 1. On the Welcome to HCP-AW! menu, enter 2 The HCP-AW Network Configuration Menu appears. The Back-end IPv4 Configuration option appears only if you are configuring a system with more than one node. 2. Enter 1 52 Chapter 4: Installing and configuring the HCP Anywhere software

63 Configuring network settings for each HCP Anywhere node 3. In response to the confirming prompt, enter y to confirm your entry or n to try again. The HCP-AW Front-end Network Configuration Menu appears. 4. Enter 1 5. In response to the confirming prompt, enter y to confirm your entry or n to try again. 6. When prompted, enter the front-end IP address for the node. 7. In response to the confirming prompt, enter y to confirm your entry or n to try again. 8. Enter 2 9. In response to the confirming prompt, enter y to confirm your entry or n to try again. 10. When prompted, enter the subnet mask for the front-end IP address. 11. In response to the confirming prompt, enter y to confirm your entry or n to try again. 12. Enter In response to the confirming prompt, enter y to confirm your entry or n to try again. Chapter 4: Installing and configuring the HCP Anywhere software 53

64 Configuring network settings for each HCP Anywhere node 14. When prompted, enter the IP address for the front-end gateway. 15. In response to the confirming prompt, enter y to confirm your entry or n to try again. 16. Enter b Step 4: Conditionally, configure back-end network settings If you are configuring a system that has more than one node, you need to configure the back-end network settings for the virtual machine. To configure the back-end network settings: 1. On the HCP-AW Network Configuration Menu, enter 2 2. In response to the confirming prompt, enter y to confirm your entry or n to try again. The HCP-AW Back-end Network Configuration Menu appears. 3. Enter 1 4. In response to the confirming prompt, enter y to confirm your entry or n to try again. 5. When prompted, enter the back-end IP address for the node. Note: Take note of the node to which you assign the highest back-end IP address. You need to perform the HCP Anywhere software installation from this node. 54 Chapter 4: Installing and configuring the HCP Anywhere software

65 Installing the HCP Anywhere software 6. In response to the confirming prompt, enter y to confirm your entry or n to try again. 7. Enter b Step 5: Apply the changes After reconfiguring the network settings, you need to apply the changes you've made to the node. This causes the node to reboot. To apply the changes you've made to the network configuration: 1. On the HCP-AW Network Configuration Menu, review the Pending frontend IPv4 Configuration and Pending back-end IPv4 Configuration sections to ensure that the settings you entered are correct. 2. Enter x 3. In response to the confirming prompt, enter y to confirm your entry or n to try again. 4. In response to the prompt warning that the node will be rebooted, enter y. The node reboots and the login screen reappears. Step 6: Conditionally, configure network settings for the other node If you are configuring a system with more than one node, repeat Step 1: "Log in for the network configuration" through Step 5: "Apply the changes" for the other node. If you've configured the network settings for each node, continue to "Installing the HCP Anywhere software". Installing the HCP Anywhere software After configuring the network settings for each node, you need to install the HCP Anywhere software. Each node contains the software installation files, so you do not need to download or retrieve them. Chapter 4: Installing and configuring the HCP Anywhere software 55

66 Installing the HCP Anywhere software Performing the HCP Anywhere software installation To install the HCP Anywhere software: 1. Log into the highest-numbered node in the HCP Anywhere system (see Step 1: "Log in for the installation"). 2. Configure the HCP Anywhere system (see Step 2: "Configure the HCP Anywhere system"). 3. Verify the configuration (see Step 3: "Verify the system configuration") 4. Execute the installation (see Step 4: "Execute the installation"). Step 1: Log in for the installation To begin the procedure for installing the HCP Anywhere software, you need to log into the highest-numbered node as the install user: 1. On the Hosts and Clusters tab in the lefthand panel, right-click on the virtual machine with the highest back-end IP address and click on Open Console. 56 Chapter 4: Installing and configuring the HCP Anywhere software

67 Installing the HCP Anywhere software The console opens in a new browser window to the login prompt. 2. Click within the black area of the screen to type in the console. 3. Enter: install A password prompt appears. 4. Enter the password and press enter. The Welcome to HCP-AW! menu appears. The menu displays the system type you selected. For example: Chapter 4: Installing and configuring the HCP Anywhere software 57

68 Installing the HCP Anywhere software Step 2: Configure the HCP Anywhere system To configure the HCP Anywhere system, from the Welcome to HCP-AW! menu, enter 1 The HCP-AW Setup: New Install Menu appears. The available options differ depending on the type of system you are installing. Multi-node options Single-node options 58 Chapter 4: Installing and configuring the HCP Anywhere software

69 Installing the HCP Anywhere software From the New Install menu, execute the additional options for configuring the HCP Anywhere system. Each option either opens a lower-level menu with configuration options or leads directly to a configuration option. Step 2a: Conditionally, identify the nodes in the system If you are installing a two-node system, you need to identify the nodes in the system. If you are installing a single-node system, continue to Step 2b: "Configure network settings". To identify the nodes in the system: 1. From the New Install menu, select the HCP-AW Nodes option by entering 1 2. In response to the confirming prompt, enter y to confirm your entry or n to try again. The Back-end IP Addresses menu appears. 3. Enter e. 4. In response to the confirming prompt, enter y to confirm your entry or n to try again. Chapter 4: Installing and configuring the HCP Anywhere software 59

70 Installing the HCP Anywhere software The wizard prompts for the back-end IP address of one of the nodes. 5. Enter the back-end IP address for one of the nodes. 6. In response to the confirming prompt, enter y to confirm your entry or n to try again. The wizard prompts for the back-end IP address of another node. 7. Enter the back-end IP address for the other node. 8. In response to the confirming prompt, enter y to confirm your entry or n to try again. 9. In response to the confirming prompt, enter y to confirm that both the IP addresses you entered are correct or enter n to try again. 10. Enter b. 11. In response to the confirming prompt, enter y to confirm your entry or n to try again. The New Install menu reappears. Step 2b: Configure network settings To configure the network settings for the HCP Anywhere system: 1. From the New Install menu, select the Networking Settings option by entering either 1 or 2 2. In response to the confirming prompt, enter y to confirm your entry or n to try again. The HCP-AW Networking Options menu appears. 60 Chapter 4: Installing and configuring the HCP Anywhere software

71 Installing the HCP Anywhere software 3. Enter In response to the confirming prompt, enter y to confirm your entry or n to try again. The wizard prompts for the front-end IP gateway address. 5. Enter the front-end IP gateway address. 6. In response to the confirming prompt, enter y to confirm your entry or n to try again. 7. Enter b. 8. In response to the confirming prompt, enter y to confirm your entry or n to try again. The New Install menu reappears. Step 2c: Configure DNS settings To configure the DNS settings for the HCP Anywhere system: 1. From the New Install menu, select the DNS Settings option by entering either 2 or 3 2. In response to the confirming prompt, enter y to confirm your entry or n to try again. Chapter 4: Installing and configuring the HCP Anywhere software 61

72 Installing the HCP Anywhere software The HCP-AW DNS Options menu appears. 3. Enter In response to the confirming prompt, enter y to confirm your entry or n to try again. The wizard prompts for a DNS name for the system. 5. Enter the DNS name for the system. 6. In response to the confirming prompt, enter y to confirm your entry or n to try again. 7. Enter 2 8. In response to the confirming prompt, enter y to confirm your entry or n to try again. The wizard prompts for the IP address for a DNS server. 9. Enter the IP address for a DNS server for HCP Anywhere to use. 10. In response to the confirming prompt, enter y to confirm your entry or n to try again. 11. Enter b. 12. In response to the confirming prompt, enter y to confirm your entry or n to try again. The New Install menu reappears. 62 Chapter 4: Installing and configuring the HCP Anywhere software

73 Installing the HCP Anywhere software Step 2d: Configure time settings To configure time settings for the HCP Anywhere system: 1. From the New Install menu, select the Time Settings option by entering either 3 or 4 2. In response to the confirming prompt, enter y to confirm your entry or n to try again. The HCP-AW Time Options menu appears. 3. Enter In response to the confirming prompt, enter y to confirm your entry or n to try again. The wizard prompts for the IP address or hostname of a time server. 5. Enter the IP address or hostname for a time server for HCP Anywhere to use. 6. In response to the confirming prompt, enter y to confirm your entry or n to try again. 7. Enter In response to the confirming prompt, enter y to confirm your entry or n to try again. Chapter 4: Installing and configuring the HCP Anywhere software 63

74 Installing the HCP Anywhere software The wizard prompts for the region in which the system is located. 9. Enter the name of region from the list in the prompt. Do not type square brackets in your entry. 10. In response to the confirming prompt, enter y to confirm your entry or n to try again. The wizard prompts for a location. The options differ depending on the region you selected. Tip: Press Shift+Page Up and Shift+Page Down to scroll through the list. 11. Enter the name of the applicable location from the list in the prompt. Do not type square brackets in your entry. 12. In response to the confirming prompt, enter y to confirm your entry or n to try again. The HCP-AW Time Options menu reappears. 13. Enter b. 14. In response to the confirming prompt, enter y to confirm your entry or n to try again. 64 Chapter 4: Installing and configuring the HCP Anywhere software

75 Installing the HCP Anywhere software The New Install menu reappears. Step 2e: Configure service settings To configure the service settings for the HCP Anywhere system: 1. From the New Install menu, select the Service Settings option by entering either 4 or 5 2. In response to the confirming prompt, enter y to confirm your entry or n to try again. The HCP-AW Service Settings menu appears. 3. If the distributor key is not Acton, enter In response to the confirming prompt, enter y to confirm your entry or n to try again. The wizard prompts for the name of a distributor key. 5. Enter the name of the distributor key for the system. 6. In response to the confirming prompt, enter y to confirm your entry or n to try again. 7. If the HCP distributor is not HDS, enter 2. The wizard prompts for the customer support contact information. Chapter 4: Installing and configuring the HCP Anywhere software 65

76 Installing the HCP Anywhere software 8. Enter the customer support contact information. 9. In response to the confirming prompt, enter y to confirm your entry or n to try again. 10. Enter b. 11. In response to the confirming prompt, enter y to confirm your entry or n to try again. The New Install menu reappears. Step 3: Verify the system configuration To verify the system configuration before executing the installation: 1. From the New Install menu, enter v. The wizard displays the current configuration. 2. Review the configuration. 3. Enter b. The wizard returns to the New Install menu, from which you can correct the configuration or execute the installation. Step 4: Execute the installation To execute the HCP Anywhere software installation: 1. From the New Install menu, enter x. 2. In response to the confirming prompt, enter y to confirm your entry or n to try again. HCP-AW Setup performs a set of configuration prechecks and, if they are successful, installs the HCP Anywhere software on all nodes in the system. When the installation is complete, HCP-AW Setup logs you out and reboots the nodes. The console then displays the login prompt. 66 Chapter 4: Installing and configuring the HCP Anywhere software

77 Installing the HCP Anywhere software If HCP-AW Setup exits at any time before the installation processing is complete, make a note of all error messages and then contact your HCP Anywhere service provider for help. Verifying the HCP Anywhere installation 1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of the virtual machines and click on Open Console. The console opens in a new browser window to the login prompt. 2. Click within the black area of the screen to type in the console. 3. Enter: install A password prompt appears. Chapter 4: Installing and configuring the HCP Anywhere software 67

78 Installing the HCP Anywhere software 4. Enter the password and press enter. The Welcome to HCP-AW! menu appears. 5. On the Welcome to HCP-AW! page, enter In response to the confirming prompt, enter y to confirm your entry or n to try again. When you enter y, the HCP-AW Node Status page appears. 68 Chapter 4: Installing and configuring the HCP Anywhere software

79 Logging into the Management Console 7. Review the system status. Ensure that the status for each system component is either OK or Online. If any component displays a status of Broken, Unavailable, or Offline, please contact your authorized HCP Anywhere service provider for help. 8. Enter b. 9. In response to the confirming prompt, enter y to confirm your entry or n to try again. The Welcome to HCP-AW! menu reappears. Logging into the Management Console To log into the HCP Anywhere Management Console for the first time: 1. In a web browser, enter the URL for the Management Console. The URL has this format: For example: Notes: If you inadvertently use http instead of https in the URL, the browser returns an error. Enter the URL again, this time using https. For the Management Console to be accessible, TLS 1.0 needs to be enabled for your web browser. 2. When prompted, accept the HCP SSL server certificate temporarily for the current session. The HCP Anywhere Management Console login page appears. If the browser cannot find the Management Console login page, wait a few minutes; then try again. If the login page still doesn t open after a few minutes, please contact your authorized HCP Anywhere service provider for help. Chapter 4: Installing and configuring the HCP Anywhere software 69

80 After installing the software 3. In the Username field, type this case-sensitive username: admin 4. In the Password field, type this case-sensitive password: Chang3Me! 5. Click on the Log In button. The Console displays the Change Password page. 6. On the Change Password page: In the Existing Password field, type: Chang3Me! In the New Password field, type a new password for the admin account. Passwords can be up to 64 characters long, are case sensitive, and can contain any valid UTF-8 characters, including white space. The minimum password length is six characters. To be valid, a password must include at least one character from two of these three groups: alphabetic, numeric, and other. In the Confirm New Password field, type the new password again. Important: Remember this password. In case of an AD failure, the Management Console is accessible only by the admin user account. 7. Click on the Update Password button. After installing the software By default, the HCP Anywhere VM system supports only a limited number of users and HDI devices. In order to increase these limits, you need to contact your authorized HCP Anywhere service provider to reset the system serial number and apply the licenses that you purchased. Additionally, you need to perform some configuration activities to grant access to users and to enable the file synchronization and sharing and HDI device management features. For information on performing these activities, see the HCP Anywhere Administrator Help, which is accessible from the documentation control ( ) in the top righthand corner of each Management Console page. 70 Chapter 4: Installing and configuring the HCP Anywhere software

81 A Adding ESXi hosts In order to install an HCP Anywhere VM system, you need to add both ESXi hosts to the vcenter server. This appendix contains instructions for adding ESXi hosts to the vcenter server. For more information on doing this, see the applicable VMware documentation. Appendix A: Adding ESXi hosts 71

82 Information you need Information you need For each ESXi host that you are adding, you need to know: The hostname or IP address of the host. The name of the license key for the host to use. Whether to enable lockdown mode. For information, see the applicable VMware vsphere documentation. Adding the hosts To add ESXi hosts to the datacenter, in the VMware vsphere Web Client: 1. Click on the Go to vcenter icon ( ). 2. In the lefthand panel, in the Inventory Trees section, click on Hosts and Clusters. 72 Appendix A: Adding ESXi hosts

83 Adding the hosts 3. Optionally, to create a new datacenter in which to group the hosts: a. On the Hosts and Clusters tab in the lefthand panel, right-click on the vcenter Server that you want and click on New Datacenter. b. In the New Datacenter window, enter a name for the new datacenter. Then click on the OK button. 4. Right-click on the datacenter you want and click on Add Host. Appendix A: Adding ESXi hosts 73

84 Adding the hosts The Add Host window appears. 5. In the Add Host window, on the Name and location page, enter the hostname or IP address for one of the ESXi hosts. Then click on the Next button. The Host summary page appears and shows information about the host you specified. 6. Click on the Next button. 7. On the Assign license page, select an existing license key to apply to the host or specify a new license key. Then click on the Next button. 8. Optionally, on the Lockdown mode page, to prevent remote users from accessing the host, select Enable lockdown mode. Then click on the Next button. 9. On the VM location page, click on the Next button. 10. On the Ready to complete page, click on the Finish button. The host is added to the datacenter. 11. Repeat this procedure for the second ESXi host you are adding. 74 Appendix A: Adding ESXi hosts

85 B Reenabling SSH access on a singlenode VM system In the HCP Anywhere Management Console, you can disable SSH access for the system. If SSH is disabled on a system with more than one node, support personnel can access the system by physically connecting to the back-end network. A single-node VM system has no back-end network. In case of a failure where the Management Console is unavailable, you can use the HCP Anywhere Setup program to temporarily reenable SSH access. SSH access is again disabled when you restart the system. Appendix B: Reenabling SSH access on a single-node VM system 75

86 To temporarily reenable SSH access for the system: 1. Open the VMware vsphere Web Client. 2. On the Hosts and Clusters tab in the lefthand panel, right-click on one of the HCP Anywhere virtual machines and click on Open Console. The console opens in a new browser window to the login prompt. 3. Click within the black area of the screen to type in the console. 4. Enter: install A password prompt appears. 76 Appendix B: Reenabling SSH access on a single-node VM system

87 5. Enter the password and press enter. The Welcome to HCP-AW! menu appears. 6. Enter: s 7. In response to the confirming prompt, enter y to confirm your entry or n to try again. 8. In response to the prompt to enable SSH, enter yes Appendix B: Reenabling SSH access on a single-node VM system 77

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