IT Business Management Installation and Administration Guide

Transcription

1 IT Business Management Installation and Administration Guide IT Business Management Advanced or Enterprise Edition 8.1 This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition. To check for more recent editions of this document, see EN

2 IT Business Management Installation and Administration Guide You can find the most up-to-date technical documentation on the VMware Web site at: The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: Copyright 2014 VMware, Inc. All rights reserved. Copyright and trademark information. VMware, Inc Hillview Ave. Palo Alto, CA VMware, Inc.

3 Contents About This Book 7 Installation 1 Preparing to Install IT Business Management 11 Oracle Parameter Values 11 Creating Tablespaces 12 Create Oracle Users 13 Set the UNIX or LINUX Configuration 13 About Installing IT Business Management in a cluster environment 14 2 Install IT Business Management Suite 15 Run IT Business Management Suite Installer 17 Select the Installation Mode 17 Select the Installation Type 17 Select the Database Schema configuration 18 Select a Source for the Database Schema Content 18 Select Installation s 19 Select Applications to Install 20 Select a System Type 20 Provide Server Parameters for the Application Server 21 Configure Oracle Database Parameters 22 Define a User Authentication Type 23 Define a Lightweight Directory Access Protocol Connection 24 LDAP Synchronization for Users or Groups 25 Create an User for Logging in to IT Business Management 25 Select an Application File for IT Business Management installation 26 Content Packages in IT Business Management 26 Select Content Packages 27 Configure Advanced Settings 27 Configure a Mail Distributor 28 Complete the Installation 29 IT Business Management Advanced or Enterprise with IT Business Management Standard Integration Activation 29 Update IT Business Management Standard Connection Details in IT Business Management 30 Upload Mapping Files to IT Business Management 30 Manage the Budget in IT Business Management Advanced or Enterprise with IT Business Management Standard 31 Modify the Out-of-the-Box Cost Model 31 VMware, Inc. 3

4 IT Business Management Installation and Administration Guide 3 Upgrading and Custom Installations 33 Upgrade IT Business Management Application and Database 33 Upgrade the IT Business Management Application 35 Upgrade the Database 36 Custom Installation 37 Update the Java Runtime Environment Version 38 4 Configuration Files 39 Working with Configuration Files in IT Business Management 39 ServiceFlow Properties 39 About Flat Files 39 Batch Whitelist Properties 40 ITBM Key 40 ITBM License 41 Post-Installation 5 Post Installation Tasks 45 Log In to IT Business Management Suite 45 Verify Basic IT Business Management Features 46 Configure Settings 46 Set the Time Zone 47 Oracle Parameters Customized for IT Business Management 47 Encrypting Passwords 48 Enable Data Table Archiving 49 Sending Traps with SNMP 49 Enabling SSL for Tomcat 50 Test the SSL Configuration 51 Verifying Character Compatibility 51 Supporting Lotus Notes 51 Configure IT Business Management Cluster Installation 52 6 Backup and Recovery 53 Backup Strategies 53 Oracle Database Backups 54 Using or Linking Veritas NetBackup with ITBM 54 Recovery 54 7 Planning Requirements for IT Business Management 57 Factors Affecting the Disk Capacity Calculation 57 Configuring the Database Disk 58 RAID Devices 59 8 Creating RTF Templates 61 Dynamic Tag Library 61 Agreement Documentation Tags 62 Report Documentation Tags 66 4 VMware, Inc.

5 Contents Advanced Options 69 Troubleshooting the RTF Template 70 Administration 9 Configuring IT Business Management System Parameters 75 Infrastructure Configuration Parameters 75 Dimensions Configuration Parameters 76 Database-Related Configuration Parameters 77 Engine-Related Configuration Parameters 78 Security Configuration Parameters Troubleshooting IT Business Management 81 User Cannot Access IT Business Management Application 81 Adaptors Fail when You Import Data from an SQL Table 82 No Data in Database Adaptor for a Non-Oracle Server 82 Flow Calculations are not Visible 82 No Data Passes through the Identify Operator 83 Unable to View Existing Reports 83 Not Receiving for Report Distributions 83 Unable to Send to Lotus Notes Users 84 Unable to Synchronize LDAP and Active Directory Users 84 Failed to Create a Document 85 Index 87 VMware, Inc. 5

6 IT Business Management Installation and Administration Guide 6 VMware, Inc.

7 About This Book The IT Business Management Advanced and Enterprise Edition Installation and Administration Guide provides information about installing, upgrading, configuring, customizing, backing up and recovering procedures. It also provides information about post-installation procedure, which includes backup and recovery, planning capacity, administrative tasks and troubleshooting IT Business Management. Intended Audience This information is intended for users who wants to install, upgrade or perform post installation tasks on IT Business Management Suite. The information is written for experienced Windows, UNIX, and Linux system administrators. VMware Technical Publications Glossary VMware Technical Publications provides a glossary of terms that might be unfamiliar to you. For definitions of terms as they are used in VMware technical documentation, go to VMware, Inc. 7

8 IT Business Management Installation and Administration Guide 8 VMware, Inc.

9 Installation VMware, Inc. 9

10 IT Business Management Installation and Administration Guide 10 VMware, Inc.

11 Preparing to Install 1 IT Business Management Before you install IT Business Management, you must install and configure the database. To install IT Business Management, you must set up your machine by a creating a tablespace and Oracle users. Also, you must configure Oracle parameters. If you are using Linux or UNIX, you must configure the environment variables. This chapter includes the following topics: Oracle Parameter Values, on page 11 Creating Tablespaces, on page 12 Create Oracle Users, on page 13 Set the UNIX or LINUX Configuration, on page 13 About Installing IT Business Management in a cluster environment, on page 14 Oracle Parameter Values The database administrator modifies values to Oracle parameters for IT Business Management installations. IT Business Management does not require the Oracle recycle bin. Before you run the application on a dedicated database, disable this feature. The values for the parameters are for the 64-bit version of Oracle. If you are using the 32-bit version, modify the memory parameters as required. Table 1 1. Values for Oracle Parameters for IT Business Management Parameter Description Values in Oracle Version 11g DB_BLOCK_SIZE Specifies the size of database blocks. 8KB or 16KB for Unicode databases DB_CACHE_SIZE SHARED_POOL_ SIZE LOG_BUFFER OPTIMIZER_ MODE Specifies the size of the default buffer pool for buffers of the primary block size. Specifies the size of SQL statement cache. This parameter is used to enable reuse of statements. Specifies the number of buffers, each size of the system page located in System Global Area (SGA) and as a result of the changed data written to the redo log files. Enables the Oracle Cost-Based Optimizer when statistics are available. Unset the parameter. Unset the parameter. Unset the parameter. ALL_ROWS VMware, Inc. 11

12 IT Business Management Installation and Administration Guide Table 1 1. Values for Oracle Parameters for IT Business Management (Continued) Parameter Description Values in Oracle Version 11g CURSOR_SHARING WORKAREA_SIZE_ POLICY SESSION_CACHED_ CURSORS PROCESSES SESSIONS JAVA_POOL_SIZE DB_WRITER_ PROCESSES PGA_AGGREGATE_ TARGET SGA_TARGET SGA_MAX_SIZE MEMORY_TARGET MEMORY_MAX_ TARGET Specifies the type of SQL statements that can share the same cursors. Setting the value of this parameter to Exact allows only statements with identical text to share the same cursor. This parameter determines whether Oracle should automatically allocate in the Process Global Area (PGA) and SGA, or that these areas will be allocated manually. Specifies the number of cursors to cache per session. Displays the maximum number of processes. Displays the maximum number of sessions. Specifies (in bytes) the size of the Java pool, from which the Java memory manager allocates most Java state during runtime execution. The number of background database writer processes. Target size for the aggregate PGA memory consumed by the instance. Specifies the total size of all SGA components. Specifies the maximum size of the SGA for the lifetime of the instance. Specifies the Oracle system-wide usable memory. Only the value Exact is supported and certified. AUTO Unset the parameter. 3 Unset the parameter. Unset the parameter. Unset the parameter. 5GB Unset the parameter. Creating Tablespaces Oracle stores data logically in tablespaces and physically in datafiles associated with the corresponding tablespace. Before you install IT Business Management, you must create permanent tablespaces, which are used to store user data and user created objects. You can also create temporary tablespaces that are used to store data with short lifespan and undo tablespaces that are used to store before image data. By using tablespaces, you can control the disk layout of an installation. A common use of tablespaces is to optimize performance. Table 1 2. IT Business Management Permanent Tablespaces Tablespace DFL_DATA DFL_IDX Description Main tablespace that IT Business Management uses. Default storage location for indexes. Segments are the storage objects in the Oracle database. You can manage these segments locally with automatic segment allocation enabled. Enable logging for these segments. Consult the database administrator for appropriate sizing of the tablespaces. 12 VMware, Inc.

13 Chapter 1 Preparing to Install IT Business Management The size of the undo tablespace is a product of the undo retention period and the volume of data updated by IT Business Management. The default undo retention period is 3 hours. In most cases, 10GB of undo space is sufficient. Create a temporary tablespace with an initial size of 10GB. Consult the database administrator for appropriate sizing of the tablespaces. Create Oracle Users Each IT Business Management installation must have an Oracle user to which all IT Business Management objects, Oracle tablespaces, and procedures are associated. 1 Create an Oracle user, for example DFL. create user user name identified by user name; 2 Set user name_data as the default tablespace. default tablespace user name_dat temporary tablespace TEMP; 3 Grant the roles CONNECT and RESOURCES to the user. grant connect to user name; grant resource to user name; 4 Grant system privileges to the user. grant create materialized view to user name; grant create synonym to user name; grant create view to user name; Set the UNIX or LINUX Configuration Before you install IT Business Management Suite on a UNIX or LINUX system, configure the environment variable and kernel parameters. 1 To define the correct file permissions to a particular user, configure an existing UNIX user profile by setting the unmask value to 077 in /home/itbm_user/.profile and /home/itbm_user.bashrc. 2 Set the display environment variable to the IP address of the client machine on which you are working, with :0.0 appended to the address. For example: :0.0 3 Run the System Administration Manager (SAM) and proceed to the kernel configuration. 4 Verify the minimum values for specific kernel parameters. Parameter name Value max_thread_proc 1024 maxfiles 256 maxusers 256 nkthread 3635 nproc 2068 ncallout Save this configuration and reboot. VMware, Inc. 13

14 IT Business Management Installation and Administration Guide 6 Set the display environment variable again. About Installing IT Business Management in a cluster environment In a cluster environment, several computers run IT Business Management and share processing by using a load balancer. In a cluster installation, you can configure one computer to handle the backend processes and install the other computers in the cluster as frontend instances. See Install ITBM as a Frontend Instance on Configure Advanced Settings, on page 27. IT Business Management cluster environment is composed of three main components. A load balancer - to handle load distribution between available cluster nodes. For example, Apache httpd server. Multiple application servers - to support several user requests. You can install Tomcat instance as a member of cluster. See Provide Server Parameters for the Application Server, on page 21. An Oracle database - to store data. Installing IT Business Management in a cluster environment has several advantages. Scalability - A single application server can handle a limited number of client requests. So, you can add multiple application servers to distribute the load, allowing concurrent users. Fail over recovery - In case of failure in a server to handle a client request, other severs in the cluster takes over the job to handle the requests. Availability - When some application servers are offline for maintenance and recovery, users can accessit Business Management without any performance issues. When you install IT Business Management in a cluster environment, you must perform additional configurations. See Configure IT Business Management Cluster Installation, on page VMware, Inc.

15 Install IT Business Management Suite 2 To install IT Business Management, you must perform series of steps. 1 Run IT Business Management Suite Installer on page 17 You can install IT Business Management Suite using the installer. You can perform a complete installation or select components to install. 2 Select the Installation Mode on page 17 You can install IT Business Management in either evaluation mode or license mode. 3 Select the Installation Type on page 17 You can select the IT Business Management installation types whether you want to perform a complete or custom installation, upgrade, or create or upgrade only the database schema. 4 Select the Database Schema configuration on page 18 During IT Business Management installation, you must determine the configuration for the database schema. 5 Select a Source for the Database Schema Content on page 18 You can select the source of the database schema content. you can use the scripts or a dump file. 6 Select Installation s on page 19 You can select or view a list of procedures that run during the installation. 7 Select Applications to Install on page 20 While installing IT Business Management, you can select applications to install such as Portfolio, SLA Manager, or IT Financial Manager. If you plan to use a custom dump file for the content source, the installation wizard does not display the Applications page. 8 Select a System Type on page 20 You can install IT Business Management on several different system types, such as single or multiple customers, alliance, or shared services. 9 Provide Server Parameters for the Application Server on page 21 The Tomcat application servers accept different parameters. 10 Configure Oracle Database Parameters on page 22 IT Business Management uses Oracle as its database server. So, you must specify database parameters during IT Business Management installation. 11 Define a User Authentication Type on page 23 During installation, you can define the authentication method by which users access IT Business Management. The method also determines where the user credentials are stored. VMware, Inc. 15

16 IT Business Management Installation and Administration Guide 12 Define a Lightweight Directory Access Protocol Connection on page 24 You need to define the Lightweight Directory Access Protocol (LDAP) connection, if you select the user authentication type as LDAP during installation. 13 LDAP Synchronization for Users or Groups on page 25 During installation, you can synchronize the users or groups or else the users are copied from the LDAP repository. 14 Create an User for Logging in to IT Business Management on page 25 You must create a user to log in to IT Business Management. The user created during the IT Business Management installation is given administrative privileges. 15 Select an Application File for IT Business Management installation on page 26 You must provide the location of the application file (.war file) to install IT Business Management. 16 Content Packages in IT Business Management on page 26 Content packages contain additional objects such as reports, adaptors, and role definitions, which are not included in IT Business Management, by default. 17 Select Content Packages on page 27 During installation, you can import the content packages that provide additional objects, such as reports, adaptors, and role definitions that are not included in the IT Business Management suite. 18 Configure Advanced Settings on page 27 You can customize your installation by defining several, more complex, advanced settings options. If you do not define these options during installation, you can define them later. 19 Configure a Mail Distributor on page 28 To configure a mail distributor service by setting the user name and password. 20 Complete the Installation on page 29 You can review your IT Business Management installation settings and complete the installation. 21 IT Business Management Advanced or Enterprise with IT Business Management Standard Integration Activation on page 29 The IT Business Management administrator can enable the integration between IT Business Management Advanced and Enterprise Edition and IT Business Management Standard edition. 22 Update IT Business Management Standard Connection Details in IT Business Management on page 30 To edit or update the IT Business Management Standard connection details in IT Business Management. 23 Upload Mapping Files to IT Business Management on page 30 In order to co-relate between IT Business Management Standard Edition and IT Business Management Advanced and Enterprise Edition you need to provide several mapping files. 24 Manage the Budget in IT Business Management Advanced or Enterprise with IT Business Management Standard on page 31 To export the information from the report that should be used in IT Business Management Advanced or Enterprise and to create users with specifc permissions. 25 Modify the Out-of-the-Box Cost Model on page 31 If you do not have IT Business Management Standard edition and is interested in using the same flow, to upload the data you can use the Out-of-the-Box (OOTB) cost model. 16 VMware, Inc.

17 Chapter 2 Install IT Business Management Suite Run IT Business Management Suite Installer You can install IT Business Management Suite using the installer. You can perform a complete installation or select components to install. Prerequisites Meet the hardware and software requirements. See the System Requirements Guide. Log in to the machine as an administrator. Download the IT Business Management installer. 1 Run the IT Business Management installer. u u On Windows, navigate to the IT Business Management Suite installation files and double-click the ITBM-Installer_BuildNumber.jar file. On UNIX or Linux, run the <JAVA_HOME>\bin\java -jar ITBM-Installer_BuildNumber.jar command. The IT Business Management installation wizard opens. 2 Click Next and click Accept the end user license agreement. What to do next Select the installation mode. Select the Installation Mode You can install IT Business Management in either evaluation mode or license mode. Prerequisites Run the IT Business Management installer and proceed from the Welcome screen. u Select an installation mode and click Next.. Evaluation Mode. This is the default mode. Licensed Mode. If you have the IT Business Management license, select this option and type the license key in the text box. What to do next Select the installation type whether you want to install or upgrade. Select the Installation Type You can select the IT Business Management installation types whether you want to perform a complete or custom installation, upgrade, or create or upgrade only the database schema. Prerequisites Run the IT Business Management installer and select the installation mode. VMware, Inc. 17

18 IT Business Management Installation and Administration Guide u Select one of the installation types and click Next. Complete. To install IT Business Management for the first time. This is the default mode. Upgrade. To upgrade your existing IT Business Management version. Custom. To install only the selected components. Database Schema. To create or upgrade your database schema. What to do next Select the database schema. Select the Database Schema configuration During IT Business Management installation, you must determine the configuration for the database schema. Prerequisites Run the IT Business Management installer and select the installation type. 1 On the Database Schema page, create a new schema or upgrade an existing one. Do Not build Database Schema: The installer uses the existing database schema, without creating a new schema or upgrading the existing schema. NOTE The Do Not build Database Schema option requires a valid database schema that is compatible with the IT Business Management version that is being installed. Create New Database Schema: The installer uses the scripts to create a new schema. For this option, you need the user name and password that have been created in the database. If you already have a schema in this location, a warning appears at the end of the installation configuration. This option is selected, by default. Upgrade Database Schema: The installer uses upgrade scripts that are available with the installation files to upgrade the existing schema to the IT Business Management version that is being installed. 2 Click Next. What to do next Select the source of the schema content. Select a Source for the Database Schema Content You can select the source of the database schema content. you can use the scripts or a dump file. Prerequisites Run the IT Business Management installer and select the database schema. 18 VMware, Inc.

19 Chapter 2 Install IT Business Management Suite 1 On the Database Schema Content Source page, select the source of the schema content. Default scripts: The installer uses scripts for the latest build included with the Installation wizard. This option is selected by default. Custom: The installer uses a dump file which is not included in the Installation wizard. 2 Click Next. What to do next Select the dump file or select the application server or Web server. Select a Custom Dump File You can select a custom dump file as the source of the schema content. Prerequisites In the Installation wizard, select the option for using a custom dump file on the Database Schema Content Source page. 1 On the Custom Dump File page, click Select File to select the custom dump file. The dump file path cannot contain spaces. The Oracle Client version must match the version of the server. If you want to upgrade the dump file, complete the installation and rerun the installation wizard with the Upgrade Schema option only. 2 Click Next. What to do next Select the application server or Web server. Select Installation s You can select or view a list of procedures that run during the installation. Prerequisites Run the IT Business Management installer and select the application or the web server. 1 On the Installation s page, review the list of procedures that the installer performs. The options on the Installation page varies based on the installation type selected. All the options are selected by default. If you are installing IT Business Management for the first time on the computer, the Tomcat Installation and Tomcat Instance Configuration options appear. If you have selected Upgrade Database Schema on the Database Schema page or Custom on the Database Schema Content Source page, you can select or deselect the Redefine Applications to Install and Modify IT Business Management Suite System Type options. 2 Click Next. What to do next Define the server parameters. VMware, Inc. 19

20 IT Business Management Installation and Administration Guide Select Applications to Install While installing IT Business Management, you can select applications to install such as Portfolio, SLA Manager, or IT Financial Manager. If you plan to use a custom dump file for the content source, the installation wizard does not display the Applications page. Prerequisites Select Default Scripts as the source for the database schema content. 1 On the Applications page, select the IT Business Management Suite applications to install. NOTE You can select the Portfolio option only if you select at least one application. 2 Click Next. When you select the installation type as upgrade, custom or database schema, the application page and system type configuration pages are not applicable or available. What to do next Select a System Type. Select a System Type You can install IT Business Management on several different system types, such as single or multiple customers, alliance, or shared services. Prerequisites You must select default scripts as the source for the database schema content. 1 Select a system type. System Type Single Customer Alliance Multiple Customers Shared Services Description An instance of IT Business Management has exactly one customer. IT Business Management calculates cost and resource statistics for the customer. An instance of IT Business Management has exactly one customer, but might be serviced by one or more providers. IT Business Management calculates statistics for the customer. A service provider running an instance of IT Business Management has multiple customers and might have one or more providers as well. IT Business Management calculates cost and resource statistics for the service provider running IT Business Management. An instance of IT Business Management has multiple customers and providers represented by other divisions within the organization. IT Business Management calculates statistics for the organization running the instance of IT Business Management. You selection in IT Business Management determines whether to present data filtered by either customers or by providers. 2 If IT Business Management has only one agreement,select Single Agreement. 20 VMware, Inc.

21 Chapter 2 Install IT Business Management Suite 3 If you want to include information about providers in IT Business Management and in its reports, select Manage Providers. The providers option appears in the Organization menu in IT Business Management. 4 In the Approval Type drop-down menu, select the approval type - Customer Approval or Provider Approval. 5 Click Next. What to do next Specify Server Parameters. Provide Server Parameters for the Application Server The Tomcat application servers accept different parameters. Only parameters that are applicable for your environment are available for selection. Prerequisites Run the IT Business Management installer and select the application server or Web server. 1 Update the values on the Server Parameters page. u Tomcat NOTE For Installation, upgrade and redeployment or when you select Upgrade as the installation type, only Server Instance is displayed on the Server Parameters page. Option Installation base directory Server Instance Install HTTP Connector HTTP Listen Port Install HTTPS (SSL) Connector SSL Listen Port Shutdown Port Java Home Install as Windows Service Action Click Select Folder to select the base directory where you want the embedded IT Business Management Tomcat server to be installed. Type a unique name for this instance of IT Business Management. Select this option to enable install IT Business Management over HTTP protocol. Type a valid port number. Select this option to install and authenticate IT Business Management by using Secure Socket Layer (SSL) protocol. Type the valid port number for secure requests Enter a port for IT Business Management to shut down, when it detects an activity on the port. The default port is Click Select Folder to browse to the Java Home directory. IT Business Management Installer installs Java 1.7.0_55, by default. NOTE It is mandatory to provide your own JDK (1.7 and above) path for the Linux or Unix systems. Select this option to start Tomcat as a Windows Service when IT Business Management starts. VMware, Inc. 21

22 IT Business Management Installation and Administration Guide Option Service name Install as Cluster Node Action Type a name for the service. If you do not specify a name, IT Business Management uses the server instance name. Select this option to install the server instance as a member of a cluster. NOTE If you are not using Tomcat, see the documentation for your application server external software, or hardware to determine the cluster type. Install as a Windows service Install as a cluster node Install a cluster load balancer The Tomcat cluster feature listens at ports and 4000 by default. For more information about installing IT Business Management in a cluster environment, see About Installing IT Business Management in a cluster environment, on page Click Next. If you have selected Tomcat, the HTTPS (SSL) parameters page opens. What to do next For Tomcat, specify SSL parameters. Specify HTTPS (SSL) Parameters For the Tomcat application server, you can provide key parameters by typing their values or selecting a file to copy the values. Prerequisites Run the IT Business Management installer and select the Tomcat with SSL. 1 Type a name for the server. 2 Type the company name. 3 Type an organization unit name. 4 Type the country code. 5 (Optional) Select the Use Existing key store option and click Select Folder to select the key store file to copy. What to do next Specify your database parameters. Configure Oracle Database Parameters IT Business Management uses Oracle as its database server. So, you must specify database parameters during IT Business Management installation. Prerequisites Install Oracle client and create an Oracle user. Also, you have installed Oracle client and created Oracle user. 1 On the Database Parameters page, provide credentials for accessing the Oracle database. 22 VMware, Inc.

23 Chapter 2 Install IT Business Management Suite 2 Define the Oracle instance by using Custom Oracle Connect Descriptor. Provide the host, port, and instance name. Option Oracle Host Oracle Port Oracle Database Instance Name (SID) Action The name of the system where Oracle is running. The Oracle port number, the port where an Oracle service is listening. By default, the value is set to The Oracle instance name provided when you installed Oracle. Use an Oracle connect descriptor. Option Use Custom Oracle Connect Descriptor Custom Oracle Connect Descriptor Action Select the check box. Enter the connect descriptor string. 3 Click Next. What to do next NOTE You must use the Custom Oracle Connect Descriptor option only when a complex connect descriptor is required. Define authentication types. Define a User Authentication Type During installation, you can define the authentication method by which users access IT Business Management. The method also determines where the user credentials are stored. Prerequisites Run the IT Business Management installer and specify database parameters. NOTE When you select the installation type as upgrade, custom, or database schema, the User Authentication page is not available or applicable. 1 Select the authentication type. RDBMS - The RDBMS authentication type uses IT Business Management database tables to verify and store user credentials. The administrator creates users in IT Business Management, which stores user credentials database tables. LDAP (including Active Directory) - The LDAP authentication type uses an LDAP repository to verify users. When users, whose credentials are stored in an LDAP repository, try to log in to IT Business Management Suite, the Suite sends a verification request to LDAP. If the users are confirmed and have valid credentials, IT Business Management approves the login request. Single Sign-On - The Single Sign-On (SSO) method does not provide authentication. SSO users log in to the IT Business Management Suite from a secure environment, for example, a company portal. VMware, Inc. 23

24 IT Business Management Installation and Administration Guide 2 To copy all existing and new users from the Lightweight Directory Access Protocol (LDAP) repository to IT Business Management, select Enable user synchronization. If you do not enable user synchronization, You must create LDAP users in the IT Business Management Suite with the same user name as in the LDAP repository. Use this option if you have a small number of LDAP users. You do not need to create the users in IT Business Management manually. Do not use this option if you do not want to grant permission for all of your LDAP users to access IT Business Management, or if you have a limited number of IT Business Management licenses. NOTE If you have selected RDBMS, this option is disabled for selection. 3 (Optional) If you are synchronizing your users, create local users outside the LDAP repository by selecting Enable local users. By default, when you use an LDAP repository, you cannot add local users to your IT Business Management system. This option can be useful to create a test user. 4 Click Next. If you have selected LDAP, provide the required information on the LDAP Connection page. If you have select SSO, provide additional SSO configuration details: a b c d e On the SSO Configuration page, select an SSO type. If you are using the HTTP header parameter method, type a user ID parameter name. In the Logout Redirect Page text box, type the URL where your IT Business Management installation directs users when they log out. Click Next. If you are using NTLM, provide the required information on the NTLM SSO Parameters page and click Next. What to do next Create or add users. Define a Lightweight Directory Access Protocol Connection You need to define the Lightweight Directory Access Protocol (LDAP) connection, if you select the user authentication type as LDAP during installation. Prerequisites Run the IT Business Management installer and specify the user authentication type as LDAP. 1 On the LDAP connection page, select the LDAP type. 2 Define the LDAP server and LDAP port details. 3 Select the option to install and authenticate IT Business Management by using Secure Socket Layer (SSL) protocol. NOTE When you install the SSL certificate, you need to enter the Keystore Password. 4 Define the LDAP user and LDAP password. 5 Provide the base domain name and LDAP attribute to authenticate users. 24 VMware, Inc.

25 Chapter 2 Install IT Business Management Suite What to do next Specify the LDAP synchronizations details. LDAP Synchronization for Users or Groups During installation, you can synchronize the users or groups or else the users are copied from the LDAP repository. Prerequisites Run the IT Business Management installer and specify the LDAP connection. 1 On the LDAP synchronization page, enter the LDAP user or object class. 2 Define the LDAP query for synchronizing users or groups. NOTE Select the checkbox to enable the group synchronization, inorder to define the LDAP query for synchronizing the groups. 3 You can define the users or groups at a later point by selecting the checkbox to allow empty user or group query results. 4 Click Next. What to do next Specify system administrator user details. Create an User for Logging in to IT Business Management You must create a user to log in to IT Business Management. The user created during the IT Business Management installation is given administrative privileges. Prerequisites Run the IT Business Management installer and the select the user authentication type. 1 On the Administrator User page, provide a user name for the IT Business Management administrator. 2 Type and confirm a password. The password must be of 6 to 32 characters with valid character set (a-z, A-Z,0-9, _, #, $). 3 Click Next. NOTE When you select the installation type as upgrade, custom, or database schema, the Administrator User page is not available or applicable. What to do next Provide application location to install. VMware, Inc. 25

26 IT Business Management Installation and Administration Guide Select an Application File for IT Business Management installation You must provide the location of the application file (.war file) to install IT Business Management. Prerequisites Run the IT Business Management installer and create an IT Business Management administrator user. u On the Application Location page, select the location of the.war file and click Next. Option Default (File bundles with installer) Custom (File from disk) Description Select a location of the.war within the installer file. Select a file from different location on the system. What to do next Based on your selection (default or custom), select the content packages or browse to select the.war file. Content Packages in IT Business Management Content packages contain additional objects such as reports, adaptors, and role definitions, which are not included in IT Business Management, by default. Table 2 1. Available Content Packages Package Standard Roles Common Data Validation Reports Auditing Reports SLA Manager Portfolio IT Financial Manager Custom Package Additional SQL script Description Includes a predefined, standard set of roles and actions that eliminate the need to create roles in IT Business Management. You can view these roles in the Administration module. Contains basic objects that IT Business Management Suite requires, but do not specifically belong in other content packages. Includes a group of special adaptors and reports that display summaries and details of data validation problems. These objects are located in the IT Business Management Designer Workshop under the Data Validation folder. Provides a basic set of auditing reports and adaptors. These objects are located in the IT Business Management Designer Workshop under the Audit folder. Contains adaptors, flows, BRTs, and reports. It supplies the SLM menu in IT Business Management Suite with compliance, credit, and bonus reports by using tiered calculations by using DFL_BREACHES. These objects are located in the IT Business Management Designer Workshop under the SLM folder. Imports the initialization and population batch, which includes several procedures that create the package tables and populates them by extracting data from the audit tables. The batch is scheduled to run every 30 minutes. When this package is installed, all of the content reports are filled with data within 30 minutes. These objects are located in the IT Business Management Designer Workshop and Report Management under the Service Portfolio Management folder. Contains all of the content for the IT Financial Management application, including adaptors, flows, reports, and dashboards. These objects are located in the IT Business Management Designer Workshop under the ITFM Content folder. Includes a custom content package during IT Business Management installation. Runs additional SQL scripts. These scripts run at the end of the IT Business Management installation process. 26 VMware, Inc.

27 Chapter 2 Install IT Business Management Suite Select Content Packages During installation, you can import the content packages that provide additional objects, such as reports, adaptors, and role definitions that are not included in the IT Business Management suite. Prerequisites Run the IT Business Management installer and select the application file location. 1 On the Content Packages page, select the content packages that you want to import. Several content packages are mandatory and are selected by default during the complete installation. 2 (Optional) Import a predefined or custom content package. a b c Select the Custom Package check box. Click Select File to browse to the file. In the Select File dialog box, navigate to the file and click Select File. 3 Click Next. Configure Advanced Settings You can customize your installation by defining several, more complex, advanced settings options. If you do not define these options during installation, you can define them later. Prerequisites Run the IT Business Management installer and select the content packages. 1 Select a SQL script file that runs after installation. a b Click Select File to browse to the file. In the Select File dialog box, navigate to the file and click Select File. After installation, you can run SQL scripts against database tables as required. You can use a file, for example, to correct inconsistent formatting in the database before using the data in IT Business Management 2 Select the Install as Frontend Instance check box to install IT Business Management as a frontend instance in a cluster environment. For security reasons, consider dedicating two severs. One server runs all of the backend processes, including the IT Business Management Suite engine, which collects data from adaptors. The other server, which points to the same database, works as the frontend server. No backend processes run on this server. Because this server references the same database, reports and other IT Business Management Suite objects are updated with the appropriate information. However, the processing and data collection occur on the backend instance server. NOTE This option is available only for cluster installation. A cluster configuration with frontend instances guarantees that only one server in the cluster handles the backend processes such as the mail distributor and data purging. To define a system as a frontend instance after installation, set the IS_SCHEDULER property in DFConfig/serviceflow.properties to 0. VMware, Inc. 27

28 IT Business Management Installation and Administration Guide 3 To define an alternative URL for your IT Business ManagementSuite server, type the server URL in the Server URL text box. By default, the server URL uses localhost. You can type an IP address for the server URL. If you have a UNIX machine with multiple network cards, you must provide the IP address. 4 If your users access IT Business Management from an external proxy server, type the URL in the External Server URL text box for security purposes. NOTE After installation, you can assign a URL to the EXTERNAL_SERVER_URL property in DFConfig/serviceflow.properties as required. 5 In a cluster environment, secure your database coonnections. a b From the first system that was installed in the cluster, copy the key from the DF-Config/ITBM.key file. Paste the key in the Encryption Key for Data Sources text box. NOTE For systems that must share the encryption key, such as servers in a cluster installation, copy and paste the key in the text box while installing each instance. 6 Select an alternative location for the flat_file.properties file. a b Click Select File to browse to the file. In the Select File dialog box, navigate to the file and click Select File. By default, these locations are listed in the DF-Config/flat_file.properties file. NOTE For security purposes, the IT Business Management Suite allows access to only specific locations from which flat file adaptors can upload data. 7 Select an alternative location for the dos_command_whitelist.properties file. a b Click Select File to browse to the file. In the Select File dialog box, navigate to the file and click Select File. By default, these locations are listed in the DF-Config/dos_command_whitelist.properties file. NOTE For security purposes, the IT Business Management Suite allows access a specific list of commands that engine batches can run. What to do next To configure a mail distributor. Configure a Mail Distributor To configure a mail distributor service by setting the user name and password. 1 Select the Configure Mail Distributor check box. 2 Enter the SMTP Server and Sender details. NOTE It is mandatory to provide the SMTP server and sender details. 3 Enter the User Name and Password to configure the mail. 28 VMware, Inc.

29 Chapter 2 Install IT Business Management Suite What to do next Review your installation settings and complete the installation procedure. Complete the Installation You can review your IT Business Management installation settings and complete the installation. Prerequisites Run the IT Business Management installer and select the required configurations. 1 On the Start Server page, select whether you want the server to start after installation, and click Next. NOTE In certain cases, for example if you are installing IT Business Management as a Windows service, you might not want to automatically start the server. 2 On the Installation Checks page, select whether you want to delete temporary files that the install process generates. If you want to keep the temporary files to review the installation log, you can delete these files manually after the installation finishes. 3 Click Next. The installer starts verifying all the configurations that you specified. The verification process might take several minutes. 4 Review the information in the Installation Summary page and click OK. 5 On the Installation Progress page, click Install to proceed with the IT Business Management installation. You can make changes by navigating back or see installation details. The output statements and errors appear in the appropriate tabs. 6 When the installation process is completed, click OK and click Exit. What to do next Log in to IT Business Management and perform the required tasks. IT Business Management Advanced or Enterprise with IT Business Management Standard Integration Activation The IT Business Management administrator can enable the integration between IT Business Management Advanced and Enterprise Edition and IT Business Management Standard edition. To install the IT Business Management certificate on the IT Business Management server machine Prerequisites You can download the certificate that you can import into IT Business Management Advanced and Enterprise Edition. For additional information on token, see IT Business Management Standard Edition Installation and Administration Guide. VMware, Inc. 29

30 IT Business Management Installation and Administration Guide 1 Open the command line terminal and navigate to your IT Business Management server instance folder and run the following command: keytool -import -alias itbms -file <path to the certificate file saved from previous step> keystore <Your ITBM Server JRE>\lib\security\cacerts NOTE By default the IT Business Management server JRE is installed through the I IT Business Management installation and can be found at <Your ITBM Installation Path>\Tomcat- <Tomcat version>\java\jdk\jre. 2 When prompted for a password type the Java keystore password. By default it is changeit. 3 Restart the IT Business Management server. What to do next To update the IT Business Management Standard URL connection, see Update IT Business Management Standard Connection Details in IT Business Management, on page 30. Update IT Business Management Standard Connection Details in IT Business Management To edit or update the IT Business Management Standard connection details in IT Business Management. Prerequisites You need to generate the token from IT Business Management Standard. For additional information on token, see IT Business Management Standard Edition Installation and Administration Guide. 1 Browse to open the IT Business Management Designer. 2 Click Input > URL Connections. 3 Click Add. In the new URL connection window, add name, update url as Server>:443/ITBMSexternal-api/ as seen in token generation dialog. NOTE The url is provided when generating the token from IT Business Management Standard. 4 Select the authentication method to ITBM Standard authentication and add the token field value from the token generation dialog and click Add. What to do next To upload the mapping files, see Upload Mapping Files to IT Business Management, on page 30. Upload Mapping Files to IT Business Management In order to co-relate between IT Business Management Standard Edition and IT Business Management Advanced and Enterprise Edition you need to provide several mapping files. 1 Click Costing > Upload Data Sources. 2 Upload a mapping file, for each of the four mapping file adaptors: VMware ITBM Standard Consumer Mapping 30 VMware, Inc.

31 Chapter 2 Install IT Business Management Suite VMware ITBM Standard Project Mapping VMware ITBM Standard Public Cloud Account Mapping VMware ITBM Standard Public Cloud Offering Mapping 3 Click Save. Manage the Budget in IT Business Management Advanced or Enterprise with IT Business Management Standard To export the information from the report that should be used in IT Business Management Advanced or Enterprise and to create users with specifc permissions. Prerequisites Verify that you are connected to IT Business Management Standard edition. 1 In IT Business Management Standard, select Administration > Business Management and expand IT Business Management section. 2 Click to download all report links and export the zip file. 3 Extract the zip file to adaptor_file folder in the IT Business Management Advanced or Enterprise instance. 4 In IT Business Management designer, select Tools > Batch Editor, select Showback Management and click Flow Manager. 5 Click Run to fetch data for clusters, services and others. 6 Create or modify two users and to add users, see the topics related to Add a User in the IT Business Management User Guide. 7 Set the roles for the two users: Director of Cloud with domain set to All Business Entities Business Group Manager with domain set to Business Group NOTE Time zone of IT Business Management Standard should be before the time zone of IT Business Management Advanced or Enterprise inorder for the batch to fetch the data. Modify the Out-of-the-Box Cost Model If you do not have IT Business Management Standard edition and is interested in using the same flow, to upload the data you can use the Out-of-the-Box (OOTB) cost model. The primary cost model has a few changes to adapt for the IT Business Management Standard edition integration. The virtual servers cost object is replaced with the private cloud cost group and its child cost objects (RAM, CPU and storage) representing the components of the private cloud infrastructure. Allocation rules to private cloud are such that any cost coming into the group is split between CPU and RAM unless the cost originates from the storage or backup cost group which is routed to the storage cost object under private cloud. A new cost group called public cloud that is based on a dimension of the same name. The dimension has two hierarchy levels representing a public cloud vendor and the services or offerings acquired from the vendor and a new expense object is dedicated to public cloud expenses. VMware, Inc. 31