Power IQ HyperV Quick Setup Guide

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1 Power IQ HyperV Quick Setup Guide Thank you for your purchase of Sunbird's Power IQ. This Quick Setup Guide explains how to install and configure the Power IQ with Hyper-V. For additional information on any aspect of Power IQ, see Power IQ help, which can be accessed from the Sunbird Sup port Portal: Virtual Machine Requirements Virtual Machine Requirements (Hyper-V ) Minimum Configuration (Number of PDUs)* RAM (GB) CPU (Cores) Datastore (GB) Microsoft Up to or more Hyper-V or more Hyper-V or more Hyper-V or more Hyper-V or more Hyper-V More than or more Hyper-V *Based on 30 outlets per PDU 1

Preparing to Install Power IQ 1. Download the Power IQ.ISO file from the Sunbird Support portal at https://support.sunbirddcim.com. 2.

2 Preparing to Install Power IQ 1. Download the Power IQ.ISO file from the Sunbird Support portal at 2. Verify the datastore has at least 160GB free for a new virtual machine. 3. If you plan to install the virtual machine from the datastore, verify that there is sufficient extra space free for the installation ISO file, and copy the downloaded file to the datastore. Create the Virtual Machine and Install the ISO (Hyper-V) This section walks you through creating the virtual machine and installing the ISO using Hyper-V. See Virtual Machine Requirements & Recommendations in the Power IQ online help for information on the recommended number of virtual processors and the amount of memory allocated for the virtual machine. Note: The following steps are provided as recommended guidelines for a virtual machine installation using Microsoft Hyper-V. If you are using VMware, see Create the Virtual Machine and Install the ISO (VMware) in the Power IQ online help. 1. Open Hyper-V Manager. From the left navigation pane in Hyper-V Manager, select the machine running Hyper-V. 2

3 2. Right-click on the machine running Hyper-V and select New > Virtual Machine. Note: Alternatively, in the Actions pane on the right, select New > Virtual Machine. 3

4 3. The New Virtual Machine wizard launches. On the Before You Begin page, click Next. Note: The New Virtual Machine wizard walks you through two different ways to create a virtual machine: default and customized. You must click Next to create a customized virtual machine with the values required to run PowerIQ. If you click Finish, the wizard creates a virtual machine with a default configuration. Throughout the New Virtual Machine wizard, click Next to proceed to the following page. To make changes to your pre viously selected options, click Previous or navigate to the appropriate page through the navigational pane on the left. 4

5 4. On the Specify Name and Location page, enter the name of the virtual machine and click Next. 5

6 5. On the Specify Generation page, select Generation 1 and click Next. 6

7 6. On the Assign Memory page, enter 4096 MB as the amount of RAM to allocate to the virtual machine and click Next. Note: When initially installing Power IQ, you must use the minimal amount (4GB) of RAM. After completing the install ation, power off the virtual machine and increase the allocation to the recommended RAM or greater. Note: It is strongly recommended that you do not use Dynamic Memory for the virtual machine. If Dynamic Memory is enabled, Power IQ will balloon its memory and will not release the memory for other hypervisor guests. 7

8 7. On the Configure Networking page, select the appropriate connection and click Next. Note: Running Hyper-V on Microsoft Windows Server 2012 or Windows Server 2012 R2 with Broadcom NetXtreme 1- gigabit network adapters may result in loss of network connectivity and/or unusually slow performance. For more information on troubleshooting this issue, see this Microsoft KB article. 8

9 8. On the Connect Virtual Hard Disk page, select Create a Virtual Hard Disk. Enter the Name, Location, and Size for the virtual hard disk. Click Next. 9

10 9. On the Installation Options page, select Install an operating system from a bootable CD/DVD-ROM. Select Image file (.iso) and use the Browse dialog to specify the path to the Power IQ installation file. Click Next. 10

11 10. To complete the New Virtual Machine wizard, on the Summary page, confirm your selections and click Finish. To make changes to your previously selected options, click the Previous button or navigate to the appropriate page through the navigational pane on the left. 11. To configure the virtual machine you have just created, right-click on the virtual machine in Hyper-V Manager and click Settings. Alternatively, in the Action pane under the virtual machine name, click Settings. When you are finished configuring your virtual machine, click Apply and OK. Note: Your settings may vary based on your installation preferences. 11

12 12. On the BIOS page, set the startup order of your boot devices. Select the device and click Move Up or Move Down to change the order. After creating the virtual machine, you can do one of the following: a. Make the CD-ROM the first boot device and then disconnect the CD-ROM after installation. b. Make the Hard Disk the first boot device. If it is a new hard disk image, it will not have an operating system to boot and initially will boot from the CD-ROM by default. Note: You can change the order of your boot devices after installation. 12

13 13. On the Memory page, you can modify the memory settings, including dynamic memory settings, for your virtual machine. Note: When initially installing Power IQ, you must use the minimal amount (4GB) of RAM. After completing the install ation, power off the virtual machine and increase the allocation to the recommended RAM or greater. Note: It is strongly recommended that you do not use dynamic memory for this virtual machine. 13

14. On the Processor page, you can specify the number of processors for your virtual machine and other resources based on the expected load. Set the number of virtual processors to four (4).

14 14. On the Processor page, you can specify the number of processors for your virtual machine and other resources based on the expected load. Set the number of virtual processors to four (4). Note: When initially installing Power IQ, you must set the number of virtual processors to four (4). After completing the installation, power off the virtual machine and increase the number of processors to the recommended allotment or greater. 14

15 15. Under IDE Controller 0, go to the Hard Drive page. Under Media, select Virtual hard disk and use the Browse dialog to specify the path. 15

16 16. Under IDE Controller 1, go to the DVD Drive page. Under Media, select Image file and use the Browse dialog to spe cify the path to the.iso file. Note: Ensure that the disk image is created as an IDE device. If it is created as a SCSI device, the installation will fail. 16

17 17. Under Network Adapter, specify the network adapter configuration. Note: Running Hyper-V on Microsoft Windows Server 2012 or Windows Server 2012 R2 with Broadcom NetXtreme 1- gigabit network adapters may result in loss of network connectivity and/or unusually slow performance. For more information on troubleshooting this issue, see this Microsoft KB article. 17

18 18. Click Apply and then OK. 19. In Hyper-V Manager, right-click the name of the virtual machine and click Connect. The Virtual Machine Connection tool launches. 20. From the Action menu in the Virtual Machine Connection window, click Start to power on your virtual machine and proceed with installation. 18

Troubleshooting Power IQ Installations with Hyper-V This section provides information for troubleshooting common issues that you may encounter when creating a virtual machine and/or installing the

19 Troubleshooting Power IQ Installations with Hyper-V This section provides information for troubleshooting common issues that you may encounter when creating a virtual machine and/or installing the Power IQ application with Hyper-V. If you require further assistance, contact Sunbird Tech nical Support via the support portal: Issue: Installation fails when a large amount of memory is allocated to the virtual machine. Description: When attempting to install Power IQ on a virtual machine with allocated memory greater than 4GB, the installation may fail. 19

20 Resolution: This issue can be resolved by installing Power IQ on a virtual machine with the minimal amount (4GB) of RAM. After completing the installation, power off the virtual machine and increase the allocation to the recommended RAM or greater. The amount of allocated RAM can be set when creating a new virtual machine (during the New Virtual Machine wizard) or on the Memory page in the Settings section after the virtual machine has been created. Issue: Installation fails when the virtual machine is configured for a large number of CPUs. Description: When attempting to install Power IQ on a virtual machine with more than four (4) allocated virtual pro cessors, the installation may fail. Resolution: This issue can be resolved by installing Power IQ on a virtual machine with four virtual processors. After completing the installation, power off the virtual machine and increase the number of processors to the recommended allotment or greater. The number of virtual processors can be changed on the Processor page in the Settings section, after the virtual machine has been created. Issue: Installation fails when using a hard drive on a SCSI controller. Description: When attempting to install Power IQ on a hard drive on SCSI Controller, the hard drive may fail to be detected, causing the installation to fail. Resolution: Power IQ must be installed on a hard drive on an IDE controller. You can select the controller type on the Hardware page in the Settings section, after the virtual machine has been created. Issue: Degraded/slow performance or loss of network connectivity Description: Running Hyper-V on Microsoft Windows Server 2012 or Windows Server 2012 R2 with Broadcom NetXtreme 1-gigabit network adapters may result in loss of network connectivity and/or unusually slow performance. You may see the following warning message: "Power IQ is experiencing degraded performance due to heavy load." Resolution: This issue may be resolved by updating the driver version or disabling VMQ (Virtual Machine Queues) on the affected network adapters. For more information on troubleshooting this issue, see this Microsoft KB article. 20

21 Configure Network Access After installing the application, you must configure it for access over your network. 1. Access the local port from the Console tab of the hypervisor manager or serial console. 2. When prompted to log in, enter the username config and the password sunbird. The configuration page opens. 3. Select Networking Setup, then select Setup LAN 1 to configure the primary Ethernet port. 4. Press the Space bar to select "Enable this LAN Port". 5. To manually assign the network settings to the application: Deselect "Use DHCP". Type the IP address and network masks into the appropriate fields. Select Accept to reset the network interface. 6. To setup the gateway IP address, select Setup IPv4 Network Routes and type the appropriate IP address in the Default Gateway Route field. 7. Select Accept to reset the network interface. o If using DHCP, note the address. There must be a DHCP server available on the LAN. 8. If you are using a second network interface, configure it by selecting Setup LAN 2 from the Network Con figuration menu, then perform the same steps as you did for LAN Optional Select Ping Network Test to ensure the application is communicating over the network. 10. Select Name Servers under Network Configuration to setup the server names. Optional If server names are not set up, DNS names cannot be resolved. Note: Failing to configure DNS servers causes LDAP integration issues. 21

22 11. Optional To increase security, it is advisable to disable SSH remote access. 12. Select /Networking Setup/Setup Access Controls. 13. Enable Block SSH. By default, the config account has access to the application. SSH is re-enabled if a support connection is created. 14. Select Exit from the main menu. You can now access the application from any client on the network. Connecting to Power IQ 1. Connect to Power IQ using a web browser on any machine on the network. 2. In the browser's address bar, enter the IP address or hostname assigned to Power IQ. For example: 3. Answer yes to any security alerts and accept all certificates. If this is your first time connecting to Power IQ, you must upload your license and accept the End User Licensing Agreement before logging in. If this is not your first time connecting to Power IQ, skip to step 4. Licenses are.lic files. Repeat this step to add incremental licenses if needed. Note: You will receive an with your license from Sunbird. 4. Log in with the default username admin and password sunbird. The Power IQ dashboard opens. Configuring the System Clock Power IQ uses the system clock to time-stamp events and data records. Set the system clock as soon as possible to keep an accurate record of events. Using an NTP server is recommended to keep the system clock synchronized between Power IQ and the PDUs it man ages. Important! You must use the same NTP server for Power IQ and all Raritan PX PDUs managed to get accurate readings from PX. Configuring NTP Server Settings The Configure Time Servers table lists the NTP servers Power IQ contacts to get date and time information. NTP must be enabled first. 1. In the Settings tab, click Application Settings in the Appliance Administration section. 2. In the Time Settings box, click the arrow to expand the NTP Settings 3. Select the Enable NTP checkbox. 22

4. Click Add. 5. Type the time server's IP address in the Time Server field then click OK. 6. Click Save Time Settings. Gathering Buffered Data If you plan to manage Dominion PX PDUs, version 1.2.

23 4. Click Add. 5. Type the time server's IP address in the Time Server field then click OK. 6. Click Save Time Settings. Gathering Buffered Data If you plan to manage Dominion PX PDUs, version or later, Power IQ can gather buffered data from these devices. This allows Power IQ to retrieve many more samples each time it polls a Dominion PX. See the User Guide for more details. Important: The PDU system clock must be set and configured correctly in order to ensure proper data reporting to Power IQ. Add PDUs The following methods are available to add PDUs - PDU Autodiscovery Adding PDUs to Power IQ Manually Adding PDUs to Power IQ in Bulk PDU Autodiscovery 1. Click the PDUs tab in Power IQ to open the PDU dashboard. 2. Click Add. 3. On the Add PDUs page, click the "discover PDUs on the network" link to open the PDU Autodiscovery page. 23

24 24 4. Enter the starting IP address.

When prompted, confirm you want to begin. Note: To stop autodiscovery once it has begun, you must restart the poller.

25 5. Enter the Quantity. This is the number of PDUs on the specific string that you want to discover. 6. Select the SNMP version. 7. Enter PDU access credentials. 8. Enter the community string of the PDUs, if applicable. 9. Click Start Discovery. 10. When prompted, confirm you want to begin. Note: To stop autodiscovery once it has begun, you must restart the poller. Note: If the autodiscovery process is interrupted, the event is recorded in the audit log. Autodiscovery runs in the background and you can work in other screens while it runs. PDUs located by autodiscovery are listed on the PDUs page. 25

26 Adding PDUs to Power IQ Manually Once Power IQ is configured, add PDUs. Power IQ can then gather data from these PDUs. If you're adding a PDU that uses a custom dynamic plugin, see Adding PDUs with Custom Dynamic Plugins in the online help or user guide. You can also add PDUs to Power IQ by uploading a CSV file containing the information. See Adding PDUs in Bulk with CSV Files. 1. In the PDUs tab, click Add. 2. Enter the IP address of the PDU. 3. Optional: If the PDU is in a daisy-chained configuration or console server configuration, enter the PDU's position number in the chain or serial port number in the Proxy Index fields. For example, this field is mandatory for a slave Raritan PDU in the port forwarding configuration. See Adding Raritan PDUs in Port Forwarding Con figuration. For PDUs that use the MAC address as a proxy index, enter the last six digits of the address separated by a colon (for example: 01:89:ab). You can also specify branch circuit monitors using the Proxy Index field. See Adding Veris Branch Circuit Mon itors with Acquisuite. Leave this value blank if the PDU does not support or is not using this configuration. Note: As a best practice when renaming outlets and other objects in the EDM in Power IQ, Sunbird recommends exporting the current data to a CSV file that you can edit and then import. This will ensure that the Proxy Index value corresponds to the correct integer representation for the MAC. For more information, see PDU Outlet Nam ing and Setting System Attributes and Importing EDM Object Mappings. 4. Enter an asset tag number or other asset management code in the External Key field. Optional. 5. Enter data in Custom Field 1 and Custom Field 2. Optional. The labels may have been changed in Power IQ to identify these fields. 6. If the PDU is a Raritan PX-series, enter a valid Username and Password for the PDU in the PDU Administrative Credentials section. Re-enter the password in the Password Confirm field. 7. Select the SNMP Version. For SNMP version 1/2c PDUs, enter an SNMP Community String that has at least READ permissions to this PDU. This enables polling the PDU for data. Enter an SNMP community string that has both READ and WRITE per missions to the PDU to enable power control, outlet naming, sensor naming, and buffered data retrieval. 26

27 For SNMP version 3 PDUs, enter the Username and select an Authorization Level. The authorization levels are: noauthnopriv - No Authentication Passkey, No Encoding Passkey authnopriv - Authentication Passkey, No Encoding Passkey authpriv - Authentication Passkey, Encoding Passkey a. Depending on the Authorization Level selected, you must enter additional credentials for Authorization and Pri vacy. b. Authorization Protocol: Select MD5 or SHA. c. Enter the PDU's Authorization Passkey, then re-enter the passkey in the Authorization Passkey Confirm field. d. Privacy Protocol: Select DES or AES. e. Enter the PDU's Privacy Passkey, then re-enter the passkey in the Privacy Passkey Confirm field. Note: You must enable the SNMP agent on all PDUs added to Power IQ. 8. Select "Validate and wait for discovery to complete before proceeding" to check credentials and view the dis covery process status as you add this PDU. Optional. See Validating PDU Credentials in the Power IQ User Guide. 9. Click Add. Note: PDU discovery is complete once the PDU model type is determined. SNMP fields such as contact or loc ation values are not determined until this device is polled for the first time. Once added, the PDU appears in the PDU list. Power IQ begins polling the PDU for sensor data. You can configure how often Power IQ polls PDU. See Configuring Polling Intervals in the Power IQ User Guide. Adding PDUs in Bulk with CSV Files You can add PDUs in bulk by uploading a CSV file. Power IQ does not check the credentials of the PDU while adding it during a CSV import. If the credentials are incor rect, an event called PDUCredentialsInvalid is logged. Importing more than 100 PDUs at a time causes polling to suspend while the import is in progress. You can download a step-by-step CSV template file from the Support portal. See port.sunbirddcim.com/support/solutions/articles/ tools. See Structure of the Add PDUs CSV File for file requirements. 1. In the PDUs tab, choose Activities > Import PDUs from CSV file. The Import PDUs page opens. 2. Click Browse and select the CSV file. 3. Select "View progress of the import as each PDU is discovered" to view the discovery progress and the resulting status. Optional. 4. Click Begin Import. 27

28 Contents Power IQ HyperV Quick Setup Guide 1 Virtual Machine Requirements 1 Virtual Machine Requirements (Hyper-V ) 1 Preparing to Install Power IQ 2 Create the Virtual Machine and Install the ISO (Hyper-V) 2 Troubleshooting Power IQ Installations with Hyper-V 19 Issue: Installation fails when a large amount of memory is allocated to the virtual machine. 19 Issue: Installation fails when the virtual machine is configured for a large number of CPUs. 20 Issue: Installation fails when using a hard drive on a SCSI controller. 20 Issue: Degraded/slow performance or loss of network connectivity 20 Configure Network Access 21 Connecting to Power IQ 22 Configuring the System Clock 22 Configuring NTP Server Settings 22 Gathering Buffered Data 23 PDU Autodiscovery 23 Adding PDUs to Power IQ Manually 26 Adding PDUs in Bulk with CSV Files 27 Contents 28 28

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