Tenant Administration

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1 vcloud Automation Center 6.0 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 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 VMware, Inc. All rights reserved. Copyright and trademark information. VMware, Inc Hillview Ave. Palo Alto, CA VMware, Inc.

3 Contents Tenant Administration 5 Updated Information 5 Using the Goal Navigator 5 1 Configure Branding for the vcloud Automation Center Console 7 2 Configuring Notifications 9 Configuring Notifications Overview 9 Add a Tenant-Specific Outbound Server 10 Add a Tenant-Specific Inbound Server 11 Override a System Default Outbound Server 12 Override a System Default Inbound Server 12 Configure Notifications 13 Subscribe to Notifications 14 Revert to System Default Servers 14 3 Managing Users 15 Add Identity Store 15 Assign Roles to Users 16 Assign Roles to an Identity Store Group 16 Create a Custom Group 17 4 Managing the Service Catalog 19 Create a Service 19 Add and Remove Catalog Items in a Service 20 Configure a Catalog Item 21 Approvals 21 Create an Approval Policy 22 Update an Approval Policy 24 Create an Entitlement 25 Specify Entitlement Information 25 Entitle Users to Services 26 Entitle Users to Catalog Items 27 Entitle Users to Resource Actions 28 Prioritize Entitlements 29 5 Monitoring Resource Usage 31 Managing Resource Reports 31 Add Reports to the Home Page 31 Configure the Report Layout 32 Export Report Data 32 VMware, Inc. 3

4 Resource Reports 33 Chargeback Reports 33 Chargeback Cost Calculation 34 Cost Calculation for Virtual Machines 34 Cost Information for Cloud Machines 35 Cost Calculation for Physical Machines 35 Cost Calculation for vcloud Director 35 Cost Calculation for Multi-Machine Services 36 Managing Machine Leases 37 Managing Leases for Multi-Machine Services 38 Reclamation 38 Send Reclamation Requests 38 Track Reclamation Requests 40 6 Managing Virtual Machines 41 Reconfigure a Machine 41 Change the Reservation of a Virtual Machine 43 Create a Snapshot of Your Machine 44 7 Managing Physical Machines 45 Physical Machine Provisioning and Management 45 Physical Endpoints 45 Physical Reservations 46 Configure Hardware Details 46 Assign a Cost Profile to a Physical Machine 47 Provision a Reserved Physical Machine 47 Import a Physical Machine 48 Connect a Physical Machine to an Endpoint 49 Join a Hypervisor to a Cluster 50 8 Managing Multi-Machine Services 53 Add Component Machines to a Multi-Machine Service 53 Edit Custom Properties 54 Determining Multi-Machine Service Status 55 View Machine Status 55 Power Options for Multi-Machine Services 55 9 Managing vapp and vapp Component Machines 57 Determining vapp Status 57 Connect Remotely to a Virtual Machine 57 Action Menu Options for Machines 58 Index 61 4 VMware, Inc.

5 Tenant Administration explains how to perform an array of administrative tasks for vcloud Automation Center. It describes procedures for configuring tenants, setting up notifications, managing users, and managing the contents of the catalog. NOTE Not all features and capabilities of vcloud Automation Center are available in all editions. For a comparison of feature sets in each edition, see Intended Audience This information is intended for system administrators, tenant administrators, service architects, and business group managers who need to configure and maintain the vcloud Automation Center environment. 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 Updated Information This Tenant Administration guide for vcloud Automation Center is updated with each release of the product or when necessary. This table provides the update history of the Tenant Administration guide. Revision Description Updated Change the Reservation of a Virtual Machine, on page Minor edits Initial release. Using the Goal Navigator The goal navigator guides you through high-level goals that you might want to accomplish in vcloud Automation Center. The goals you can achieve depend on your role. To complete each goal, you must complete a sequence of steps that are presented on separate pages in the vcloud Automation Center console. VMware, Inc. 5

6 The goal navigator can answer the following questions: Where do I start? What are all the steps I need to complete to achieve a goal? What are the prerequisites for completing a particular task? Why do I need to do this step and how does this step help me achieve my goal? The goal navigator is hidden by default. You can expand the goal navigator by clicking the icon on the left side of the screen. After you select a goal, you navigate between the pages needed to accomplish the goal by clicking each step. The goal navigator does not validate that you completed a step, or force you to complete steps in a particular order. The steps are listed in the recommended sequence. You can return to each goal as many times as needed. For each step, the goal navigator provides a description of the task you need to perform on the corresponding page. The goal navigator does not provide detailed information such as how to complete the forms on a page. You can hide the page information or move it to a more convenient position on the page. If you hide the page information, you can display it again by clicking the information icon on the goal navigator panel. 6 VMware, Inc.

7 Configure Branding for the 1 vcloud Automation Center Console System administrators can change the appearance of the vcloud Automation Center console to meet sitespecific branding guidelines by changing the logo, the background color, and information in the header and footer. System administrators control the default branding for tenants. Tenant administrators can use the default or reconfigure branding for each tenant. As you make changes, a preview of each change appears at the bottom of the form. The changes take effect when they are saved. Log in to the vcloud Automation Center console as a system administrator or tenant administrator. 1 Select Administration > Branding. 2 Clear the Use default check box. 3 Create a banner. a b Click Choose File to upload a logo image. Follow the prompts to finish creating the banner. 4 Click Next. 5 Type the copyright information in the Copyright notice text box and press Enter to preview your selection. 6 (Optional) Type the URL to your privacy policy in the Privacy policy link text box and press Enter to preview your selection. 7 (Optional) Type the URL to your contact page in the Contact link text box and press Enter to preview your selection. 8 Click Update. The console is updated with your changes. VMware, Inc. 7

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9 Configuring Notifications 2 Tenant administrators can configure settings for sending notifications to users who subscribe to receive communications from vcloud Automation Center. This chapter includes the following topics: Configuring Notifications Overview, on page 9 Add a Tenant-Specific Outbound Server, on page 10 Add a Tenant-Specific Inbound Server, on page 11 Override a System Default Outbound Server, on page 12 Override a System Default Inbound Server, on page 12 Configure Notifications, on page 13 Subscribe to Notifications, on page 14 Revert to System Default Servers, on page 14 Configuring Notifications Overview Depending on your role, you can choose how to support notifications and whether you want to receive them. The following is a high-level overview of the process for configuring notifications: 1 Configure an outbound server to send notifications. See Add a Tenant-Specific Outbound Server, on page 10. If your system administrator has configured a default outbound server and you need to configure your own, see Override a System Default Outbound Server, on page (Optional) Configure an inbound server so that users can complete tasks by responding to notifications. See Add a Tenant-Specific Inbound Server, on page 11. If your system administrator has configured a default inbound server and you need to configure your own, see Override a System Default Inbound Server, on page Select the vcloud Automation Center events to trigger user notifications. See Configure Notifications, on page (Optional) Each user must subscribe to notifications before they can receive the notifications that you configured. See Subscribe to Notifications, on page 14. VMware, Inc. 9

10 Add a Tenant-Specific Outbound Server Tenant administrators can add an outbound server to send notifications for completing work items, such as approvals. Each tenant can have only one outbound server. If your system administrator has already configured a global outbound server, see Override a System Default Outbound Server, on page 12. Log in to the vcloud Automation Center console as a tenant administrator. If the server requires authentication, the specified user must be in an identity store and the business group. 1 Select Administration > Notifications > Servers. 2 Click the Add icon ( ). 3 Select Outbound. 4 Click OK. 5 Type a name in the Name text box. 6 (Optional) Type a description in the Description text box. 7 Type the name of the server in the Server Name text box. 8 Choose an encryption method. Click Use SSL. Click Use TLS. Click None to send unencrypted communications. 9 Type the server port number in the Server Port text box. 10 (Optional) Select the Required check box if the server requires authentication. a b Type a user name in the User Name text box. Type a password in the Password text box. 11 Type the address that vcloud Automation Center s should appear to originate from in the Sender Address text box. This address corresponds to the user name and password you supplied. 12 Choose whether vcloud Automation Center can accept self-signed certificates from the server. This option is available only if you enabled encryption. Click Yes to accept self-signed certificates. Click No to reject self-signed certificates. 13 Click Test Connection. 14 Click Add. 10 VMware, Inc.

11 Chapter 2 Configuring Notifications Add a Tenant-Specific Inbound Server Tenant administrators can add an inbound server so that users can respond to notifications for completing work items, such as approvals. Each tenant can have only one inbound server. If your system administrator already configured a global inbound server, see Override a System Default Inbound Server, on page 12. Log in to the vcloud Automation Center console as a tenant administrator. Verify that the specified user is in an identity store and the business group. 1 Select Administration > Notifications > Servers. 2 Click the Add icon ( ). 3 Select - Inbound and click OK. 4 Configure the following inbound server options. Option Name Description Security Protocol Server Name Server Port Action Enter a name for the inbound server. Enter a description of the inbound server. Select the Use SSL check box. Choose a server protocol. Enter the server name. Enter the server port number. 5 Type the folder name for s in the Folder Name text box. This option is required only if you choose IMAP server protocol. 6 Type a user name in the User Name text box. 7 Type a password in the Password text box. 8 Type the address that vcloud Automation Center users can reply to in the Address text box. 9 (Optional) Select Delete From Server to delete all processed s, that are retrieved by the notification service, from the server. 10 Choose whether vcloud Automation Center can accept self-signed certificates from the server. Click Yes to accept self-signed certificates. Click No to reject self-signed certificates. 11 Click Test Connection. 12 Click Add. VMware, Inc. 11

12 Override a System Default Outbound Server If the system administrator has configured a system default outbound server, the tenant administrator can override this global setting. Log in to the vcloud Automation Center console as a tenant administrator. 1 Select Administration > Notifications > Servers. 2 Locate the Outbound server in the Servers table. 3 In the Actions column, click the down arrow and click Override Global. 4 Type a name in the Name text box. 5 (Optional) Type a description in the Description text box. 6 Type the name of the server in the Server Name text box. 7 Choose an encryption method. Click Use SSL. Click Use TLS. Click None to send unencrypted communications. 8 Type the server port number in the Server Port text box. 9 (Optional) Select the Required check box if the server requires authentication. a b Type a user name in the User Name text box. Type a password in the Password text box. 10 Type the address that vcloud Automation Center s should appear to originate from in the Sender Address text box. This address corresponds to the user name and password you supplied. 11 Choose whether vcloud Automation Center can accept self-signed certificates from the server. This option is available only if you enabled encryption. Click Yes to accept self-signed certificates. Click No to reject self-signed certificates. 12 Click Test Connection. 13 Click Add. Override a System Default Inbound Server If the system administrator has configured a system default inbound server, tenant administrators can override this global setting. Log in to the vcloud Automation Center console as a tenant administrator. 1 Select Administration > Notifications > Servers. 12 VMware, Inc.

13 Chapter 2 Configuring Notifications 2 Locate the Inbound server in the Servers table. 3 In the Actions column, click the down arrow and click Override Global. 4 Click OK. 5 Type a name in the Name text box. 6 (Optional) Type a description in the Description text box. 7 (Optional) Select the SSL check box to use SSL for security. 8 Choose a server protocol. Click IMAP. Click POP3. 9 Type the name of the server in the Server Name text box. 10 Type the server port number in the Server Port text box. 11 Type the folder name for s in the Folder Name text box. This option is required only if you choose IMAP server protocol. 12 Type a user name in the User Name text box. 13 Type a password in the Password text box. 14 Type the address that vcloud Automation Center users can reply to in the Address text box. 15 (Optional) Select Delete From Server to delete all processed s, that are retrieved by the notification service, from the server. 16 Choose whether vcloud Automation Center can accept self-signed certificates from the server. Click Yes to accept self-signed certificates. Click No to reject self-signed certificates. This option is available only if you enabled SSL security. 17 Click Test Connection. 18 Click Add. Configure Notifications Each user determines whether to receive notifications, but tenant administrators determine which events trigger notifications. Log in to the vcloud Automation Center console as a tenant administrator. A tenant administrator or system administrator must configure an outbound server. See Add a Tenant-Specific Outbound Server, on page Select Administration > Notifications > Scenarios. 2 Select the Enable Notifications check boxes for each scenario you want to trigger a notification. 3 Click Update. Users who subscribe to notifications in their preference settings now receive the notifications. VMware, Inc. 13

14 Subscribe to Notifications If your administrators have configured notifications, you can subscribe to receive communications from vcloud Automation Center. Log in to the vcloud Automation Center console. 1 Click Preferences. The User Preferences Dialog box appears. 2 Select the Enabled check box for the protocol in the Notifications table. 3 Click Apply. 4 Click Close. Revert to System Default Servers Tenant administrators who override system default servers can revert back to the global settings. Log in to the vcloud Automation Center console as a tenant administrator. 1 Select Administration > Notifications > Servers. 2 Locate the server in the Server table. 3 In the Actions column, click the down arrow and click Revert to Global. 4 Click OK. 14 VMware, Inc.

15 Managing Users 3 Tenant administrators are responsible for creating and managing custom groups as well as granting and managing user access rights to the vcloud Automation Center console. This chapter includes the following topics: Add Identity Store, on page 15 Assign Roles to Users, on page 16 Assign Roles to an Identity Store Group, on page 16 Create a Custom Group, on page 17 Add Identity Store vcloud Automation Center uses identity stores to authenticate users. Each tenant is associated with at least one identity store when it is created, but you can add new ones if necessary. Log in to the vcloud Automation Center console as a tenant administrator. 1 Select Administration > Identity Stores. 2 Click the Add icon ( ). 3 Type a name in the Name text box. 4 Select the type of the identity store from the Type drop-down menu. OpenLDAP Active Directory 5 Type the URL for the identity store in the URL text box. For example, ldap:// : Type the domain for the identity store in the Domain text box. 7 (Optional) Type the domain alias in the Domain Alias text box. 8 Type the login user Distinguished Name in the Login User DN text box. For example, cn=demoadmin,ou=demo,dc=dev,dc=mycompany,dc=com. 9 Type the password for the identity store login user in the Password text box. VMware, Inc. 15

16 10 Type the group search base Distinguished Name in the Group Search Base DN text box. For example, ou=demo,dc=dev,dc=mycompany,dc=com. 11 Type the user search base Distinguished Name in the User Search Base DN text box. For example, ou=demo,dc=dev,dc=mycompany,dc=com. 12 Click Test Connection. 13 Click Add. What to do next Assign Roles to Users, on page 16. Assign Roles to Users Tenant administrators grant users access rights by assigning roles to users. You do not have to assign roles to users one at a time, you can also assign roles to identity store groups or to custom groups. See Assign Roles to an Identity Store Group, on page 16 or Create a Custom Group, on page 17. Log in to the vcloud Automation Center console as a tenant administrator. 1 Select Administration > Users. 2 Locate the user in the Users table. You can use the search box at the top to narrow the results. Type in the letters of the first name, last name, or domain name until the name appears. Do not use an at sign backslash (\), or slash (/) in a name. You can optimize your search by typing the entire user name in the form 3 In the Actions column, click the down arrow and click Edit. 4 Select one or more roles from the Add roles to this User list. The Authorities Granted by Selected Roles list indicates the specific authorities you are granting. 5 Click Update. Changes to user access rights are reflected immediately. Assign Roles to an Identity Store Group Tenant administrators can assign roles to multiple users by assigning the roles to an identity store group. Log in to the vcloud Automation Center console as a tenant administrator. 1 Select Administration > Groups. 2 Click the Add icon ( ). 3 Select Identity Store Group. 4 Type a group name in the Add existing Identity Store groups to this group search box. 16 VMware, Inc.

17 Chapter 3 Managing Users 5 Select one or more roles from the Add Roles to this Group list. The Authorities Granted by Selected Roles list indicates the specific authorities you are granting. 6 Click Update. Changes to user access rights are reflected immediately. What to do next Optionally, you can create your own custom groups from users and groups in your identity stores. See Create a Custom Group, on page 17. Create a Custom Group Tenant administrators can create custom groups of individual users and groups from an identity store. You can assign roles to your custom group, but it is not necessary in all cases. For example, you can create a custom group "Machine Specification Approvers," to use for all machine pre-approvals. You can also create custom groups to map to your business groups so that you can manage all groups in one place. In those cases, you do not need to assign roles. Log in to the vcloud Automation Center console as a tenant administrator. 1 Select Administration > Groups. 2 Click the Add icon ( ). 3 Select Custom Group. 4 Type a group name in the New Group Name text box. 5 (Optional) Type a description in the New Group Description text box. 6 Type a name or group name in the Add Existing Groups or Individual Users to this Group search box. 7 Select one or more roles from the Add Roles to this Group list. The Authorities Granted by Selected Roles list indicates the specific authorities you are granting. 8 Click Update. Changes to user access rights are reflected immediately. VMware, Inc. 17

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19 Managing the Service Catalog 4 A tenant administrator's tasks include creating services, configuring catalog items, adding entitlements, and assigning approvals. This chapter includes the following topics: Create a Service, on page 19 Add and Remove Catalog Items in a Service, on page 20 Configure a Catalog Item, on page 21 Approvals, on page 21 Create an Entitlement, on page 25 Prioritize Entitlements, on page 29 Create a Service Service categories organize catalog items into related offerings to make it easier for users to browse for the catalog items they need. Log in to the vcloud Automation Center console as a tenant administrator or service architect. 1 Select Administration > Catalog Management > Services. 2 Click the Add icon ( ). 3 Type a name in the Name text box. 4 (Optional) Type a description in the Description text box. 5 (Optional) Click Choose File to browse and select an icon for your service in the catalog. 6 (Optional) Select a status from the Status drop-down menu. Option Inactive Active Deleted Description The service is in draft state and is not visible to users. The service is active and is visible to users who are entitled to the service. The service is deleted and cannot be used. VMware, Inc. 19

20 7 (Optional) Enter the time settings from the Hours drop-down menus. This appears to users in the catalog as the availability of the internal support services team. 8 (Optional) Type a name in the Owner text box. 9 (Optional) Type a name in the Support Team text box. 10 (Optional) Select a day and a time interval from the Change Window drop-down menus. This appears to users in the catalog as a scheduled maintenance window. 11 Click Add. What to do next Users are not able to view your service until you entitle them to it. See Create an Entitlement, on page 25. Users are not able to use your service until you create, publish, and associate items with the service. See Configure a Catalog Item, on page 21. Add and Remove Catalog Items in a Service A tenant administrator, service architect, or business group manager can add and remove catalog items to and from a service. Log in to the vcloud Automation Center console as a tenant administrator, business group manager, or service architect. Ensure that a service exists. If necessary, request one from a tenant administrator or service architect. See Create a Service, on page 19. Ensure that one or more catalog items have been published. Configure a Catalog Item, on page Select Administration > Catalog Management > Services. 2 Locate the service you want to use when adding or removing catalog items. 3 In the Actions column, click the down arrow and click Manage Catalog Items. 4 (Optional) Add a catalog item. a Click the Catalog Items icon. b Select the check box for the catalog item you want to add to the service. Repeat this step for any additional catalog items you want to add. Only catalog items not associated with a service are available. c Click Add. 5 (Optional) Remove a catalog item. a b c d Locate the catalog item you want to remove. In the Actions column, click the down arrow and click Remove. Click OK. Repeat steps a through c to remove additional catalog items. 6 Click Close. 20 VMware, Inc.

21 Chapter 4 Managing the Service Catalog What to do next Users cannot request your catalog item until you entitle them to the service or the item. See Create an Entitlement, on page 25 Configure a Catalog Item Before users can request an item, you must configure the catalog item and associate it with a service. Log in to the vcloud Automation Center console as a tenant administrator, business group manager, or service architect. You must have at least one blueprint published as a catalog item. Depending on the type of blueprints you are working with, see the appropriate guide for more information about publishing a blueprint. For example, for a services blueprint refer to Advanced Service Design. For a virtual machine blueprint, see IaaS Configuration for Virtual Platforms. 1 Select Administration > Catalog Management > Catalog Items. 2 Locate the catalog item you want to configure. 3 In the Actions column, click the down arrow and click Configure. 4 (Optional) Type a description in the Description text box. 5 (Optional) Click Browse to choose an icon for the catalog item. 6 Select the status of the catalog item from the Status drop-down menu. Option Active Inactive Description The catalog item appears in the service catalog and entitled users can request it. The catalog item does not appear in the service catalog and users can not request it. 7 Select a service from the Service drop-down menu. This determines which service catalog your item appears in. 8 (Optional) Select the New and noteworthy check box. The catalog item appears in the New & Noteworthy portlet on the Home page. 9 (Optional) Click the Entitlements tab to view the entitlements associated with this item and service. 10 Click Update. What to do next Users cannot request your catalog item until you entitle them to the service or the item. See Create an Entitlement, on page 25. Approvals Any catalog request, whether it is for a new catalog item or to perform an action on a provisioned item, can be subject to approval. A tenant administrator or business group manager can associate an approval policy with any service, catalog item, or action as part of entitling the items or actions to users. VMware, Inc. 21

22 A tenant administrator or an approval administrator can create approval policies. Each approval policy has an approval policy type that determines what requests that policy can apply to. For example, some policies can be applied only to new catalog item requests, or requests for a specific type of item, while other policies can be applied only to post-provisioning actions or a specific action on provisioned items. Each approval policy has at least one phase and each phase can have one or more levels. An approval level represents a single step in a business process. For example, an approval policy can have one level for manager approval, followed by a level for finance approval. An approval level can be designated as always required or required based on certain conditions. The available conditions can vary depending on the approval policy type. For example, an approval policy for virtual machine requests can be conditional based on the number of CPUs in the machine request. Each level specifies one or more approvers. If a level has multiple approvers, the policy can specify whether all the approvers must approve the request to complete the level, or any one of the approvers can complete the level. If any approver rejects the request, then the entire request is rejected. For each approval level, you can specify attributes that an approver can edit when completing the approval. For example, in an approval level for IT to review a machine request, they might be able to update the requested CPU, memory, or storage specifications if they determine that the requested specifications are not appropriate for the proposed use of the machine. An approval phase is a sequence of approval levels associated with a particular stage in the request. The approval policy type defines how many phases a policy has and which stage in a request triggers a particular approval phase. For example, an approval policy can define the following phases: A preprovisioning approval phase that must complete before provisioning a requested item A postprovisioning phase that occurs after the item is already provisioned but before it is released to the owner While the policy is in the Draft status, it can be edited, but after it is activated, it becomes read-only. Create an Approval Policy Tenant administrators and approval administrators can define approval policies and use them in entitlements. You can set up the approval policies with multiple levels for pre- and post-approval events. Log in to the vcloud Automation Center console as a tenant administrator or approval administrator. 1 Specify Approval Policy Information on page 22 When you create an approval policy, first define the approval policy information, such as policy type, name, description, and status. 2 Create an Approval Level on page 23 When you create an approval policy, you can add pre- and post-approval levels. You created an approval policy. You can use the policy and apply it to services, catalog items, and actions when you create an entitlement. Specify Approval Policy Information When you create an approval policy, first define the approval policy information, such as policy type, name, description, and status. Log in to the vcloud Automation Center console as a tenant administrator or approval administrator. 22 VMware, Inc.

23 Chapter 4 Managing the Service Catalog 1 Select Administration > Approval Policies. 2 Click the Add icon ( ). 3 Select an approval policy from the Policy Type drop-down menu. 4 Click OK. 5 Type a name in the Name text box. 6 (Optional) Type a description in the Description text box. 7 From the Status drop-down menu, indicate the state of the policy. Option Draft Active Description Approval policy is saved in draft state. The approval policy is saved in active state and you can use it in an entitlement. What to do next Create the pre- and post-approval levels. Create an Approval Level When you create an approval policy, you can add pre- and post-approval levels. Specify Approval Policy Information, on page On the Pre Approval or Post Approval tab, click the Add icon ( ). 2 Type a name in the Name text box. 3 (Optional) Type a description in the Description text box. 4 Indicate whether manual approval is required. Option Always Required Required based on conditions Description A manual approval is always required. A manual approval is required based on the conditions that you select from the Clause drop-down menu. 5 Select the approvers. Option Specific Users and Groups Determine approvers from the request Action Type an alphanumeric character in the Search text box and select the users or groups from the list. Select the approvers from the Value drop-down menu. 6 Indicate whether anyone can approve or everyone must approve the request or action. Your selection applies to either selection in Step 5. 7 Click the Approval Form tab. VMware, Inc. 23

24 8 Double-click the fields you want to make editable. An approver can modify the editable fields when completing an approval for this level and policy. Editing fields is only in the pre-provisioning phase. In post-provisioning phase, the fields are displayed as read-only and cannot be edited. 9 Click Add. 10 Click the Add button to save the approval policy. You created an approval policy. You can use the policy and apply it to services, catalog items, and actions when you create an entitlement. Update an Approval Policy Active approval policies that are in use are read-only. To update an active approval policy that is in use, you must create a copy of the original policy and make the changes in the new policy. When you make the copy of the approval policy, you can edit all of the settings except the policy type. You can also create new pre- and post-approval levels. For instructions about creating an approval level, see Create an Approval Level, on page 23. Log in to the vcloud Automation Center console as a tenant administrator. 1 Select Administration > Approval Policies. 2 In the Actions column, click the down arrow for the approval policy that you want to copy, and click Copy. A copy of the approval policy is created. 3 In the Actions column, click the down arrow for the new approval policy, and click Edit. 4 Type a name in the Name text box. 5 (Optional) Type a description in the Description text box. 6 From the Status drop-down menu, indicate the state of the policy. Option Draft Active Description Approval policy is saved in draft state. The approval policy is saved in active state and you can use it in an entitlement. 7 Edit the pre- and post-approval levels. 8 Click Update. What to do next Edit the entitlements that are linked to the old policy and update them to use the new approval policy. Deactivate the old policy. 24 VMware, Inc.

25 Chapter 4 Managing the Service Catalog Create an Entitlement As a tenant administrator or business group manager, you can create entitlements to manage user and group access to services, catalog items, and resource actions within business groups, and to assign approval policies to entitlements. You must specify the entitlement information first. This information includes the name and status of the entitlement and the business group whose selected users and groups are entitled to request the services and catalog items and perform the actions listed in the entitlement. Next you identify one or more services, catalog items, and resource actions that entitled users can request. You can do this in any sequence and combination. For example, you can combine services and resource actions in the same entitlement, separate them into different entitlements, specify only catalog items, and so on. You can assign approvals to the services, catalog items, and resource actions as you add them to the entitlement. Specify Entitlement Information When you create an entitlement, start by identifying the name of the entitlement, the business group, and the users and groups in the business group who are entitled to use the specified items. Log in to the vcloud Automation Center console as a tenant administrator or business group manager. 1 Select Administration > Catalog Management > Entitlements. 2 Click the Add icon ( ). 3 Type a name in the Name text box. 4 (Optional) Type a description in the Description text box. 5 (Optional) Select an expiration date and time. a b Click the calendar icon. Select an expiration year, month, and day, as required. The actual time of expiration is calculated from your local time. You can use the double arrows to select an adjacent month, or use the drop-down boxes to select a different month or year. c Click the up and down arrows to select a different time. Clicking the circled x clears the date and time fields. 6 Select the status of the entitlement from the Status drop-down box. The status can be Draft or Active. Users have access to items listed in the entitlement only when it is active. 7 Select the business group for the entitlement from the Business Group drop-down menu. 8 Type a user or group name in the Users & Groups search box. vcloud Automation Center displays a list of matching names, if any. 9 Select a name. The name appears in the Users and Groups list. VMware, Inc. 25

26 10 Click Next. What to do next For information about entitling users to services, catalog items, and resource actions, see Create an Entitlement, on page 25. Entitle Users to Services When you add a service to an entitlement, you allow the users and groups identified in the entitlement to request catalog items associated with that service. You can also apply an approval to the service. Log in to the vcloud Automation Center console as a tenant administrator or business group manager. 1 Select Administration > Catalog Management > Entitlements. 2 Create or edit an entitlement. Option Create an entitlement Edit an entitlement Description Click Add ( ), enter a name, and click Next. Click an entitlement name, and click Next. 3 Click the Add icon ( ) for Entitled Services. The Add Services to Entitlement dialog box appears. 4 (Optional) Enter all or part of a service name in the Name search box. vcloud Automation Center displays a list of matching names, if any. 5 Select the check boxes of the services to add to the entitlement. 6 (Optional) Select an approval policy from the Apply this Policy to selected Items drop-down menu. 7 Click OK. 8 (Optional) Change the policy. a b Point to the down arrow for the service. Click Modify Policy. The Modify Policy dialog box appears. c Select a policy from the Apply this Policy drop-down menu. 9 Click OK. 10 (Optional) Click an Add icon ( with this entitlement. ) to entitle users to more services, catalog items, or resource actions 11 Click Add or Update to save your changes and close the entitlement. Add appears when you create an entitlement. Update appears when you edit an entitlement. What to do next For information about how to specify entitlement information, or how to entitle users to catalog items and resource actions, see Create an Entitlement, on page VMware, Inc.

27 Chapter 4 Managing the Service Catalog Entitle Users to Catalog Items When you add a catalog item to an entitlement, you allow the business group members identified in the entitlement to request that catalog item. You can also apply an approval to that catalog item. When you add a catalog item and its service to the same entitlement, the approval for the catalog item applies. Log in to the vcloud Automation Center console as a tenant administrator or business group manager. 1 Select Administration > Catalog Management > Entitlements. 2 Create or edit an entitlement. Option Create an entitlement Edit an entitlement Description Click Add ( ), enter a name, and click Next. Click an entitlement name, and click Next. 3 Click the Add icon ( ) for Entitled Catalog Items. The Add Catalog Items to Entitlement dialog box appears. 4 (Optional) Select the service in which to search in the Service drop-down menu. 5 (Optional) Select the type of catalog item to search for in the Type drop-down menu. 6 (Optional) Type all or part of a catalog item name in the Name search box. vcloud Automation Center displays a list of matching names, if any. 7 Select the check boxes of the catalog items to add to the entitlement. 8 (Optional) Select an approval policy from the Apply this Policy to Selected Items drop-down menu. 9 Click OK. 10 (Optional) Change the policy. a b Click the down arrow for the catalog item. Click Modify Policy. The Modify Policy dialog box appears. c Select a policy from the Apply this Policy drop-down menu. 11 Click OK. 12 (Optional) Click an Add icon ( with this entitlement. ) to entitle users to more services, catalog items, or resource actions 13 Click Add or Update. Add appears when you create an entitlement. Update appears when you edit an entitlement. What to do next For information about how to specify entitlement information, or how to entitle users to services and resource actions, see Create an Entitlement, on page 25. VMware, Inc. 27

28 Entitle Users to Resource Actions When you add a resource action to an entitlement, you allow the business group members who are identified in the entitlement to use the resource action with any item that supports that action. You can also apply an approval to that resource action. Log in to the vcloud Automation Center console as a tenant administrator or business group manager. 1 Select Administration > Catalog Management > Entitlements. 2 Create or edit an entitlement. Option Create an entitlement Edit an entitlement Description Click Add ( ), enter a name, and click Next. Click an entitlement name, and click Next. 3 Click the Add icon ( ) for Entitled Resource Actions. The Add Resource Actions to Entitlement dialog box appears. 4 (Optional) Select the type of resource action in the Type drop-down menu. 5 (Optional) Type all or part of a resource action name in the Name search box. vcloud Automation Center displays a list of matching names, if any. 6 Select the check boxes of the resource actions to add to the entitlement. 7 (Optional) Select an approval policy from the Apply this Policy to selected Items drop-down menu. 8 Click OK. 9 (Optional) Change the policy. a b Click the down arrow for the resource action. Click Modify Policy. The Modify Policy dialog box appears. c Select a policy from the Apply this Policy drop-down menu. 10 Click OK. 11 (Optional) Click an Add icon ( with this entitlement. ) to entitle users to more services, catalog items, or resource actions 12 Click Add or Update. Add appears when you create an entitlement. Update appears when you edit an entitlement. What to do next For information about how to specify entitlement information, or how to entitle users to services and catalog items, see Create an Entitlement, on page VMware, Inc.

29 Chapter 4 Managing the Service Catalog Prioritize Entitlements By prioritizing entitlements in a business group, you can determine the activation order of the approval policies associated with the entitlements. Log in to the vcloud Automation Center console as a tenant administrator or business group manager. 1 Select Administration > Catalog Management > Entitlements. 2 Click the Prioritize icon ( ). 3 Select a business group from the Business Group drop-down list. 4 Drag an entitlement to a new location in the list to change its priority. 5 Select an update method. Option Update Update & Close Description Saves your changes. Saves your changes and closes the Prioritize Elements window. VMware, Inc. 29

30 30 VMware, Inc.

31 Monitoring Resource Usage 5 You can monitor virtual and physical resource usage with the vcloud Automation Center console. This chapter includes the following topics: Managing Resource Reports, on page 31 Resource Reports, on page 33 Chargeback Reports, on page 33 Chargeback Cost Calculation, on page 34 Managing Machine Leases, on page 37 Reclamation, on page 38 Managing Resource Reports You can add real-time resource reports to your Home page to monitor virtual, physical, and cloud resource usage, change their layout, and export their data to other applications. Add Reports to the Home Page You can add one or more IaaS reports to your Home page. These real-time reports list your most recent open tasks, catalog requests, provisioned items, and provisioned machines broken down by user, blueprint, compute resource, and business group. Two reports also display updated summaries of reclamation savings. Log in to the vcloud Automation Center console. 1 Navigate to Home. 2 Click the icon in the upper-right corner of the page and click Add Portlets in the drop-down menu. The Portlet Selector appears. 3 Click Add for each report you want to add to your Home page. A disabled Add button indicates an already added report. 4 Click Close. VMware, Inc. 31

32 What to do next Configure the Report Layout, on page 32 Configure the Report Layout You can configure your Home page to display reports in one, two, three, or four columns. You can move a report freely from one column to another. Log in to the vcloud Automation Center console. 1 Navigate to Home. 2 Click the menu. icon in the upper-right corner of the page and click Change Layout in the drop-down The Dashboard Layout dialog box appears. 3 Select one of the following layouts. Option Description 1 Column Lay out reports in one column. 2 Columns Lay out reports in two columns of equal or unequal widths (three choices). 3 Columns Lay out reports in three columns of equal or unequal widths (two choices). 4 Columns Lay out reports in four equal columns. 4 Click Submit. 5 Position the cursor on the title bar of a report. The cursor changes to a four-headed cursor. 6 Drag and release the report to its new location. The width of the report changes to fit the new location. Export Report Data You can save IaaS reports located on your Home page to CSV files where you can customize the data. Log in to the vcloud Automation Center console. Add Reports to the Home Page, on page Navigate to Home. 2 Click Export as CSV... in the report you want to save. Some browsers save the file immediately. With Firefox, a dialog box appears with selections for opening or saving the report with Microsoft Excel or other application. 3 (Optional) Select whether to open or save the report data, and which application to use. 32 VMware, Inc.

33 Chapter 5 Monitoring Resource Usage Resource Reports Resource reports display data about machines and resources used and reclaimed according to owner, compute resource, and group. Name My Inbox My Open Requests My Recent Requests My Items My Group Requests My Groups Items New & Noteworthy IaaS Capacity Usage by Blueprint IaaS Capacity Usage by Group IaaS Capacity Usage by Owner IaaS Capacity Usage by Compute Resource IaaS Reclamation Savings by Owner IaaS Reclamation Savings by Group IaaS Chargeback by Group by Allocated Resources My Trips Description Displays a list of the most recent open tasks in your inbox. Click a row to view the detail page of a task. Click More to open the complete list of inbox tasks. Displays a list of your most recent catalog requests. Click a row to view the detail page of a request. Click More to open the complete list of requests. Displays a list of your most recent catalog requests regardless of status. Click a row to view the detail page of a request. Click More to open the complete list of requests. Displays a list of your most recently provisioned items. Click a row to view the detail page of an item. Click More to open the complete list of items. Displays a list of the most recent catalog requests for users in groups that you manage. Click a row to view the detail page of a request. Click More to open the complete list of requests. Displays a list of the most recently provisioned items for users in groups that you manage. Click a row to view the detail page of an item. Click More to open the complete list of items. Highlights catalog items that were recently made available in the catalog. Displays the number of machines provisioned from each blueprint and the total resources that those machines used. Displays the number of machines that users own in each business group and the total resources that those machines use. Displays the number of machines that each user owns and the total resources that those machines use. Displays the number of machines provisioned on each compute resource and the total resources that those machines use. Displays a summary of cost savings because of reclaiming machines that each user owns. Displays a summary of cost savings because of reclaiming machines that users in each business group own. Displays the cumulative cost over time of provisioned machines that each business group owns. See Chargeback Reports, on page 33. Sample consumer report Chargeback Reports Chargeback reports allow IaaS administrators, tenant administrators, and business group managers to track the cumulative cost of provisioned machines over time. Chargeback cost is calculated differently for each machine type. See Chargeback Cost Calculation, on page 34. VMware, Inc. 33

34 Table 5 1. Chargeback Reports Situation Report Role Restrictions Monitor machine costs at the business group level. By default, the report shows the first 100 most expensive machines. You can filter these reports by business group and by machine type, and run the report with different time parameters. For example, you can see the cost of all machines owned by all business groups last year, or you can view the cost of physical machines owned by business group B last week. Chargeback by Group by Allocated Resources Business group managers see reports only for the business groups that they manage. IaaS administrators and tenant administrators see reports for all business groups within the tenant. Chargeback Cost Calculation Machine costs are calculated differently depending on the machine type, but are typically based on a combination of cost profiles and blueprint cost settings. For more information about creating and applying cost profiles, see the IaaS Configuration documentation for the relevant machine type. Cost Calculation for Virtual Machines Several factors can contribute to the calculation of cost for virtual machines. The daily cost of a machine is based on the cost of the memory, CPU, and storage resources that it consumes, and the blueprint cost. Table 5 2. Daily Cost Drivers Cost Driver Memory CPUs Storage Blueprint cost Calculated Cost Allocated memory (GB) multiplied by the daily memory cost per gigabyte specified in the cost profile associated with the compute resource on which the machine is provisioned Number of allocated CPUs multiplied by the daily CPU cost specified in the cost profile associated with the compute resource on which the machine is provisioned Allocated storage (GB) multiplied by the storage cost per gigabyte specified in one of the following places: The cost profile associated with the compute resource on which the machine is provisioned The storage cost profile on the datastore on which the machine is provisioned The cost specified in a storage cost profile for a specific datastore overrides the storage cost specified in a cost profile on the compute resource. The value for daily cost specified in the machine blueprint is added to the total cost of the machine. This value can represent a markup for using the machine in addition to the resources consumed by the machine. Lease cost is calculated as daily cost multiplied by the total number of days in the lease period, if applicable. Cost-to-date is calculated as daily cost multiplied by the number of days a machine is provisioned. 34 VMware, Inc.

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