vrealize Business Installation and Administration Guide

Transcription

1 vrealize Business Installation and Administration Guide vrealize Business Advanced and Enterprise 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 vrealize Business 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 2015 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 Procedure 1 Preparing to Install vrealize Business 11 Oracle Parameter Values 11 Creating Tablespaces 12 Create Oracle Users 13 Set the UNIX or LINUX Configuration 13 About Installing vrealize Business in a cluster environment 14 2 Install vrealize Business 15 Run vrealize Business Installer 16 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 Procedures 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 a User for Logging in to vrealize Business 25 Select an Application File for vrealize Business installation 26 Content Packages in vrealize Business 26 Select Content Packages 27 Configure Advanced Settings 27 Configure a Mail Distributor 28 Complete the Installation Procedure 29 vrealize Business Advanced and Enterprise with vrealize Business Standard Integration Activation Procedure 29 3 Upgrading and Custom Installations 33 Upgrade vrealize Business Application and Database 33 Upgrade the vrealize Business Application 35 Upgrade the Database 36 Custom Installation 37 Update the Java Runtime Environment Version 38 VMware, Inc. 3

4 vrealize Business Installation and Administration Guide 4 Configuration Files 39 Working with Configuration Files in vrealize Business 39 ServiceFlow Properties 39 About Flat Files 39 Batch Procedure Whitelist Properties 40 vrealize Business Key 40 vrealize Business License 41 Post-Installation Procedure 5 Post Installation Tasks 45 Log In to vrealize Business 45 Verify Basic vrealize Business Features 46 Configure Settings 46 Set the Time Zone 47 Oracle Parameters Customized for vrealize Business 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 52 Configure vrealize Business Cluster Installation 52 6 Backup and Recovery 53 Backup Strategies 53 Oracle Database Backups 54 Using or Linking Veritas NetBackup with vrealize Business 54 Recovery 54 7 Planning Requirements for vrealize Business 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 Advanced Options 69 Troubleshooting the RTF Template 70 Administration Procedure 4 VMware, Inc.

5 Contents 9 Configuring vrealize Business System Parameters 75 Infrastructure Configuration Parameters 75 Dimensions Configuration Parameters 77 Database-Related Configuration Parameters 77 Engine-Related Configuration Parameters 78 Security Configuration Parameters Troubleshooting vrealize Business 81 User Cannot Access vrealize Business 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 vrealize Business Installation and Administration Guide 6 VMware, Inc.

7 About This Book The vrealize Business Advanced and Enterprise 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 vrealize Business. Intended Audience This information is intended for users who want to install, upgrade or perform post installation tasks on vrealize Business. 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 vrealize Business Installation and Administration Guide 8 VMware, Inc.

9 Installation Procedure VMware, Inc. 9

10 vrealize Business Installation and Administration Guide 10 VMware, Inc.

11 Preparing to Install 1 vrealize Business Before you install vrealize Business, you must install and configure the database. To install vrealize Business, 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 vrealize Business in a cluster environment, on page 14 Oracle Parameter Values The database administrator modifies values to Oracle parameters for vrealize Business installations. vrealize Business 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 vrealize Business 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 vrealize Business Installation and Administration Guide Table 1 1. Values for Oracle Parameters for vrealize Business (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 for better performance. The larger the value of this parameter improves the performance of Oracle and at the same time more value might mean consumption of resource for other application which is depending on other shared memory. Only the value Exact is supported and certified. AUTO Unset the parameter. 3 Unset the parameter. Unset the parameter. Unset the parameter. 4GB NOTE If this value is insufficient then Oracle displays an error and the user might need to reconfigure the value of the shared memory. 4GB NOTE The above parameters are based on customer experience and recommended settings only. Oracle DBA should make a final decision based on local infrastructure and data. Creating Tablespaces Oracle stores data logically in tablespaces and physically in datafiles associated with the corresponding tablespace. Before you install vrealize Business, 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. 12 VMware, Inc.

13 Chapter 1 Preparing to Install vrealize Business Table 1 2. vrealize Business Permanent Tablespaces Tablespace DFL_DATA DFL_IDX Description Main tablespace that vrealize Business 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. The size of the undo tablespace is a product of the undo retention period and the volume of data updated by vrealize Business. 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 vrealize Business installation must have an Oracle user to which all vrealize Business objects, Oracle tablespaces, and procedures are associated. Procedure 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 vrealize Business on a UNIX or LINUX system, configure the environment variable and kernel parameters. Procedure 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/user/.profile and /home/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. VMware, Inc. 13

14 vrealize Business Installation and Administration Guide 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. 6 Set the display environment variable again. About Installing vrealize Business in a cluster environment In a cluster environment, several computers run vrealize Business 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 Application Server as a Frontend Instance on Configure Advanced Settings, on page 27. vrealize Business 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 vrealize Business 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 access vrealize Business without any performance issues. When you install vrealize Business in a cluster environment, you must perform additional configurations. See Configure vrealize Business Cluster Installation, on page VMware, Inc.

15 Install vrealize Business 2 To install vrealize Business, you must perform series of steps. 1 Run vrealize Business Installer on page 16 You can install vrealize Business 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 vrealize Business in either evaluation mode or license mode. 3 Select the Installation Type on page 17 You can select the vrealize Business 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 vrealize Business 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 Procedures 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 vrealize Business, 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 vrealize Business 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 vrealize Business uses Oracle as its database server and you must specify the database parameters during vrealize Business installation. 11 Define a User Authentication Type on page 23 During installation, you can define the authentication method by which users can access vrealize Business. The method also determines where the user credentials are stored. VMware, Inc. 15

16 vrealize Business 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 a User for Logging in to vrealize Business on page 25 You must create a user to log in to vrealize Business. The user created during the vrealize Business installation is given administrative privileges. 15 Select an Application File for vrealize Business installation on page 26 You must provide the location of the application file (.war file) to install vrealize Business. 16 Content Packages in vrealize Business on page 26 Content packages contain additional objects such as reports, adaptors, and role definitions, which are not included in vrealize Business, 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 vrealize Business. 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 Procedure on page 29 You can review your vrealize Business installation settings and complete the installation. 21 vrealize Business Advanced and Enterprise with vrealize Business Standard Integration Activation Procedure on page 29 The vrealize Business administrator can enable the integration between vrealize Business Advanced and Enterprise and vrealize Business Standard. Run vrealize Business Installer You can install vrealize Business 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 for additional information. Log in to the machine as an administrator. Download the vrealize Business installer. 16 VMware, Inc.

17 Chapter 2 Install vrealize Business Procedure 1 Run the vrealize Business installer. u u On Windows, navigate to the vrealize Business 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 vrealize Business 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 vrealize Business in either evaluation mode or license mode. Prerequisites Run the vrealize Business installer and proceed from the Welcome screen. Procedure u Select an installation mode and click Next. Evaluation Mode. This is the default mode. Licensed Mode. If you have the vrealize Business 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 vrealize Business installation types whether you want to perform a complete or custom installation, upgrade, or create or upgrade only the database schema. Prerequisites Run the vrealize Business installer and select the installation mode. Procedure u Select one of the installation types and click Next. Complete. To install vrealize Business for the first time. This is the default mode. Upgrade. To upgrade your existing vrealize Business 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. VMware, Inc. 17

18 vrealize Business Installation and Administration Guide Select the Database Schema configuration During vrealize Business installation, you must determine the configuration for the database schema. Prerequisites Run the vrealize Business installer and select the installation type. Procedure 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 vrealize Business 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 vrealize Business 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 vrealize Business installer and select the database schema. Procedure 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. 18 VMware, Inc.

19 Chapter 2 Install vrealize Business 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. Procedure 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 Procedures You can select or view a list of procedures that run during the installation. You can review the list of procedures that the installer performs that is appeared on the Installation procedures window. The options on the installation procedure page varies based on the installation type selected. All the options are selected by default. If you are installing vrealize Business 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 vrealize Business System Type options. Continue with the installation by clicking Next. The vrealize Business upgrades on Tomcat installations, the installation process creates a new domain instance folder, ITBM, with the same folder structure as in prior installations. The following items are automatically moved from the old domain instance folder to the new instance folder and path. Any JDBC drivers that were added manually. vrealize Business 7.0 and later is installed with JDBC drivers for Oracle and MS-SQL Server. Special files that were added to the DF-Config folder, such as branding files like logos and business terms. The installation process creates properties files and the server.xml file in the new domain folder. You should add custom settings manually. The old domain folder is not needed, but it is a best practice to make a backup of its contents before removing it. VMware, Inc. 19

20 vrealize Business Installation and Administration Guide Select Applications to Install While installing vrealize Business, 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. Procedure 1 On the Applications page, select the vrealize Business 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 vrealize Business 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. Procedure 1 Select a system type. System Type Single Customer Alliance Multiple Customers Shared Services Description An instance of vrealize Business has exactly one customer. vrealize Business calculates cost and resource statistics for the customer. An instance of vrealize Business has exactly one customer, but might be serviced by one or more providers. vrealize Business calculates statistics for the customer. A service provider running an instance of vrealize Business has multiple customers and might have one or more providers as well. vrealize Business calculates cost and resource statistics for the service provider running vrealize Business. An instance of vrealize Business has multiple customers and providers represented by other divisions within the organization. vrealize Business calculates statistics for the organization running the instance of vrealize Business. You selection in vrealize Business determines whether to present data filtered by either customers or by providers. 2 If vrealize Business has only one agreement, select Single Agreement. 20 VMware, Inc.

21 Chapter 2 Install vrealize Business 3 If you want to include information about providers in vrealize Business and in its reports, select Manage Providers. The providers option appears in the Organization menu in vrealize Business. 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 vrealize Business installer and select the application server or Web server. Procedure 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 Service name Action Click Select Folder to select the base directory where you want the embedded vrealize Business Tomcat server to be installed. Type a unique name for this instance of vrealize Business. Select this option to enable install vrealize Business over HTTP protocol. Type a valid port number. Select this option to install and authenticate vrealize Business by using Secure Socket Layer (SSL) protocol. Type the valid port number for secure requests Enter a port for vrealize Business 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. vrealize Business Installer installs Java 7u76, 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 vrealize Business starts. Type a name for the service. If you do not specify a name, vrealize Business uses the server instance name. VMware, Inc. 21

22 vrealize Business Installation and Administration Guide Option Installation File Permissions Install as Cluster Node Action A new parameter is added to the Server Parameters of the Installer. This is used while executing a recursive chmod command. The default value for this parameter is go-rwx and this restricts the permissions to other users. This means that only the user who has installed the product have the eligibility to run the parameter using the default settings. The parameter is only applied to the Unix based systems like Linux and Mac. 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 vrealize Business in a cluster environment, see About Installing vrealize Business 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 vrealize Business installer and select the Tomcat with SSL. Procedure 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 vrealize Business uses Oracle as its database server and you must specify the database parameters during vrealize Business installation. Prerequisites Install the Oracle client and create an Oracle user. 22 VMware, Inc.

23 Chapter 2 Install vrealize Business Procedure 1 On the database parameters page, provide credentials for accessing the Oracle database. 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 can access vrealize Business. The method also determines where the user credentials are stored. Prerequisites Run the vrealize Business 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. Procedure 1 Select the authentication type. RDBMS - The RDBMS authentication type uses vrealize Business database tables to verify and store user credentials. The administrator creates users in vrealize Business, which stores user credential database tables. LDAP (including Active Directory) - The LDAP authentication type uses an LDAP repository to verify users. When users credentials are stored in an LDAP repository, try to log in to vrealize Business, the vrealize Business sends a verification request to LDAP. If the users are confirmed and have valid credentials, vrealize Business approves the login request. Single Sign-On - The Single Sign-On (SSO) method does not provide authentication. SSO users log in to the vrealize Business from a secure environment, for example, a company portal. VMware, Inc. 23

24 vrealize Business Installation and Administration Guide 2 To copy all existing and new users from the Lightweight Directory Access Protocol (LDAP) repository to vrealize Business, select Enable user synchronization. If you do not enable user synchronization you must create LDAP users in the vrealize Business 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 vrealize Business manually. Do not use this option if you do not want to grant permission for all of your LDAP users to access vrealize Business, or if you have a limited number of vrealize Business 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 vrealize Business 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 selected 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 vrealize Business 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 vrealize Business installer and specify the user authentication type as LDAP. Procedure 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 vrealize Business 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 vrealize Business 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 vrealize Business installer and specify the LDAP connection. Procedure 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 a User for Logging in to vrealize Business You must create a user to log in to vrealize Business. The user created during the vrealize Business installation is given administrative privileges. Prerequisites Run the vrealize Business installer and the select the user authentication type. Procedure 1 On the Administrator User page, provide a user name for the vrealize Business 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 vrealize Business Installation and Administration Guide Select an Application File for vrealize Business installation You must provide the location of the application file (.war file) to install vrealize Business. Prerequisites Run the vrealize Business installer and create an vrealize Business administrator user. Procedure 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 vrealize Business Content packages contain additional objects such as reports, adaptors, and role definitions, which are not included in vrealize Business, 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 vrealize Business. You can view these roles in the Administration module. Contains basic objects that vrealize Business 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 vrealize Business Designer Workshop under the Data Validation folder. Provides a basic set of auditing reports and adaptors. These objects are located in the vrealize Business Designer Workshop under the Audit folder. Contains adaptors, flows, BRTs, and reports. It supplies the SLM menu in vrealize Business with compliance, credit, and bonus reports by using tiered calculations by using DFL_BREACHES. These objects are located in the vrealize Business 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 vrealize Business 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 vrealize Business Designer Workshop under the ITFM Content folder. Includes a custom content package during vrealize Business installation. Runs additional SQL scripts. These scripts run at the end of the vrealize Business installation process. 26 VMware, Inc.

27 Chapter 2 Install vrealize Business 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 vrealize Business. Prerequisites Run the vrealize Business installer and select the application file location. Procedure 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 vrealize Business installer and select the content packages. Procedure 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 vrealize Business. 2 Select the Install as Frontend Instance check box to install vrealize Business as a frontend instance in a cluster environment. For security reasons, consider dedicating two servers. One server runs all of the backend processes, including the vrealize Business 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 vrealize Business 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 vrealize Business Installation and Administration Guide 3 To define an alternative URL for your vrealize Business 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 vrealize Business 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 connections. 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 vrealize Business 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 vrealize Business 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. Procedure 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 vrealize Business What to do next Review your installation settings and complete the installation procedure. Complete the Installation Procedure You can review your vrealize Business installation settings and complete the installation. Prerequisites Run the vrealize Business installer and select the required configurations. Procedure 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 vrealize Business 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 vrealize Business 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 vrealize Business and perform the required tasks. vrealize Business Advanced and Enterprise with vrealize Business Standard Integration Activation Procedure The vrealize Business administrator can enable the integration between vrealize Business Advanced and Enterprise and vrealize Business Standard. To install the vrealize Business certificate on the vrealize Business server machine Prerequisites You can download the certificate that you can import into vrealize Business Advanced and Enterprise. For additional information on token, see vrealize Business Standard Installation and Administration Guide. Procedure 1 Log in to vcloud Automation Center. 2 From the Administration page, select Business Management > vrealize Business Integration. 3 Click Generate a new vrealize Business token. A dialog box that contains the token and the host appears. 4 Download the certificate file from the Administration page. VMware, Inc. 29

30 vrealize Business Installation and Administration Guide 5 Open the command line terminal and navigate to your vrealize Business server instance folder and run the following command: keytool -importcert -alias <alias> -file "<path to the certificate file saved from previous step>"-keystore"<your Application Server JRE path>/lib/security/cacerts" NOTE By default the vrealize Business server JRE is installed through the vrealize Business installation and can be found at <Your vrealize Business Installation Path>\Tomcat-<Tomcat version>\java\jdk\jre. 6 When prompted for a password, type the Java keystore password. By default it is changeit. 7 Restart the vrealize Business server. What to do next To update the vrealize Business Standard URL connection, see Update vrealize Business Standard Connection Details in vrealize Business, on page 30 Update vrealize Business Standard Connection Details in vrealize Business To edit or update the vrealize Business Standard connection details in vrealize Business. Prerequisites You need to generate the token from vrealize Business Standard. For additional information on token, see vrealize Business Standard Installation and Administration Guide. Procedure 1 Browse to open the vrealize Business designer. 2 Click Input > URL Connections. 3 Click Add. In the new URL connection window, add name, update url as Business Standard Server>:443/ITBMS-external-api/ as seen in token generation dialog. NOTE The url is provided when generating the token from vrealize Business Standard. 4 Select the authentication method to vrealize Business 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 vrealize Business, on page 30. Upload Mapping Files to vrealize Business In order to co-relate between vrealize Business Standard and vrealize Business Advanced and Enterprise you need to provide several mapping files. Procedure 1 Click Costing > Upload Data Sources. 2 Upload a mapping file, for each of the four mapping file adaptors: VMware ITBM Standard Consumer Mapping VMware ITBM Standard Project Mapping VMware ITBM Standard Public Cloud Account Mapping 30 VMware, Inc.

31 Chapter 2 Install vrealize Business VMware ITBM Standard Public Cloud Offering Mapping 3 Click Save. NOTE The list of mapping files also can be found in the Upload Data Sources View. Manage Budget in vrealize Business Advanced or Enterprise with vrealize Business Standard You can export the information from the report that should be used in vrealize Business Advanced and Enterprise and to create users with specific permissions. Prerequisites Verify that you are connected to vrealize Business Standard. Procedure 1 In vrealize Business Standard, select Administration > Business Management and expand vrealize Business section. 2 Click to download all report links and export the zip file. 3 Extract the zip file to adaptor_file folder in thevrealize Business Advanced and Enterprise instance. 4 In vrealize Business designer, select Tools > Batch Editor, select the Showback Management check box. 5 Click Flow Manager. 6 Click Run to fetch data for clusters, services and others. 7 Create or modify two users and to add users. To add users, see thevrealize Business User Guide. 8 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 vrealize Business Standard should be before the time zone of vrealize Business Advanced and Enterprise in order to fetch data from the batch. Modify the Out-of-the-Box Cost Model If you do not have vrealize Business Standard 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 vrealize Business Standard 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. A new expense object dedicated to public cloud expenses. VMware, Inc. 31