Setting Up Essentials

Transcription

1 CHAPTER 4 Setting Up Essentials Now that you have installed Essentials, you need to perform some required administrator tasks. This chapter consists of the following sections: Quick Reference Accessing the Server Performing Administrator Tasks Logging Out As Administrator Setting Up Essentials 4-1

2 Quick Reference Quick Reference Table 4-1 provides an overview of Essentials setup and references to more detailed information about each task. The information in the rest of this chapter follows the same order as the quick reference. Table 4-1 Setting up Essentials Quick Reference Task Steps References 1 Access the server 2 Perform administrator setup tasks Step 1 Log on to the Essentials server. Accessing the Server section Step 2 Familiarize yourself with the desktop interface. Accessing the Server section Step 1 Log on to the server as administrator. Logging In As Administrator section Step 2 Secure the server. Securing the Essentials Server section Step 3 Configure the server. Configuring the Essentials System Step 4 Log out of the server. Logging Out As Administrator section Accessing the Server To access Essentials, enter the URL of the Essentials server in your web browser, as follows: If you installed Essentials on the default port, enter the following URL: where server_name is the name of the server on which you installed Essentials. If you used the alternative port, enter the following URL: where server_name is the name of the server on which you installed Essentials is the alternative port on which Essentials was installed. The Essentials desktop appears. (See Figure 4-1.) 4-2 Installing Resource Manager Essentials and CWSI Campus on AIX

3 Accessing the Server Figure 4-1 Essentials Desktop Note Make sure that you have configured your web browser as explained in the Installing Essentials chapter, Configuring Client Systems section. The network desktop is composed of a series of windows that let you navigate among various network management tasks. Each window consists of two frames. The left frame contains a navigation tree, buttons, and a message window. The tree structure consists of one or more drawers. Each drawer contains associated applications, which in turn contain options. For example, clicking the Admin drawer displays the administration options. Clicking the Software Management folder displays the Software Management options. Setting Up Essentials 4-3

4 Performing Administrator Tasks Located above the navigation tree are two buttons: Logout and Help. These buttons appear only after you have logged in to Essentials. Clicking Logout returns you to the Login Manager dialog box. Clicking Help displays the help contents or application-specific help, depending on the drawer, folder, or option you select from the navigation tree. The message window is a web-based tips-of-the-day window. Product upgrade information, product tips, and other support information that can make you more productive are displayed in this window. Cisco messages are automatically updated to CCO users daily. You do not need to have CCO access for this window to work. To turn off the messages, click on the square in the message window. The square changes to a different colored circle and the window freezes until you click the circle to turn the messages back on. The right frame contains explanations and wizard steps to task completion. If you cannot access the Essentials server or the desktop is not displayed correctly, refer to the Troubleshooting appendix. In addition, refer to the troubleshooting chapter in Getting Started with Resource Manager Essentials. Performing Administrator Tasks Now that you have accessed the Essentials server, you need to log in as the administrator and set up the server for other users. The following sections explain how to perform administrator tasks. Logging In As Administrator To perform adminstrator setup tasks you must log in as administrator. First, it is helpful to understand Essentials logins and roles, which control user access to the system. 4-4 Installing Resource Manager Essentials and CWSI Campus on AIX

5 Logging In As Administrator Essentials Logins and Roles To use Essentials, you must have a valid login a combination of a username and password. There are five groupings of access privileges to Essentials, called roles. The five roles are as follows: Help Desk (HD) Approver (AP) Network Operator (NO) Network Admin (NA) System Admin (SA) Your access to application options is determined by the roles assigned to your login. The access privileges assigned to the roles are not cumulative. That is, there is not a hierarchy of roles, with each role including all of the privileges of the role below it. Instead, each role is associated with a number of tasks the user can perform. The roles and their tasks are static; however, administrators can assign users to more than one role. For a full list of the roles and their corresponding access privileges, refer to the online help. Essentials ships with two default logins, shown in Table 4-2. Table 4-2 Essentials Default Logins Username Login Name Password admin Admin admin guest Guest The admin login is the equivalent of a superuser login. It provides access privileges to all product functions. To prevent all users from accessing privileged applications, you should change the passwords for these default logins. Setting Up Essentials 4-5

6 Performing Administrator Tasks Logging In To log in as administrator, follow these steps: Step 1 Enter the default administrator username and password in the Login Manager dialog box (see Figure 4-2) as follows: User Name: admin Password: admin Figure 4-2 Login Manager Dialog Box Step 2 Click Connect. The Login Manager dialog box is replaced by the navigation tree. Note Essentials ships with default logins, as described in the Essentials Logins and Roles section. You should change the default password for these logins as soon as possible to prevent unauthorized users from accessing the Essentials server. See the Securing the Essentials Server section for more information on changing the default passwords. Step 3 Select Admin on the navigation tree to open the Admin drawer. The administrator folders appear. (See Figure 4-3.) These folders contain the administrator options. 4-6 Installing Resource Manager Essentials and CWSI Campus on AIX

7 Securing the Essentials Server Figure 4-3 Administrator Folders Securing the Essentials Server To secure the Essentials server, change the passwords for the default logins as soon as possible. Changing the administrator login password is particularly important because the administrator login provides access to all application options. To maintain ongoing security for your server, be careful when creating new logins. Assign roles to user logins so that users can access only those application options that you want them to access. Essentials also provides built-in security using the features of the Solaris operating system. For more information about these security features, refer to the Essentials Security appendix. Setting Up Essentials 4-7

8 Performing Administrator Tasks Changing the Admin Login Password To change the admin login password, follow these steps: Step 1 Select Admin > User Accounts > Modify My Profile. The Modify my User Settings dialog box appears (see Figure 4-4). Figure 4-4 Modify My Profile Dialog Box Step 2 Step 3 Step 4 Enter a password in the Password field. Confirm the password by entering it in the Confirm Password field. This field is required. Optionally, enter values for any of the other fields in the dialog box. Step 5 Click Modify. The dialog box is displayed until you select another option from the navigation tree. 4-8 Installing Resource Manager Essentials and CWSI Campus on AIX

9 Securing the Essentials Server Changing the Guest Login Password To change the guest login password, follow these steps: Step 1 Select Admin > User Accounts > Modify/Delete Users. The Modify User dialog box appears (See Figure 4-5.). Figure 4-5 Modify/Delete User Dialog Box Step 2 Step 3 Step 4 Step 5 Step 6 Select the guest login from the Users list. Enter the new password in the Password field. Confirm the new password by entering it in the Confirm Password field. This field is required. Optionally, enter values for any of the other fields in the dialog box. Click Modify. The message User modified appears in the lower left corner of the dialog box. Setting Up Essentials 4-9

10 Performing Administrator Tasks The dialog box is displayed until you select another option from the navigation tree. Configuring the Essentials System You can configure system-wide information on the Essentials server using the System Configuration option. You should verify that the default information is correct or enter corrected information, if necessary, during initial system setup. To configure the system, follow these steps: Step 1 Step 2 Select Admin > System Administration > System Configuration. The System Configuration dialog box appears (see Figure 4-6). Select one of the following tabs to enter information or to verify that the configured information is correct: Proxy SNMP RCP Refer to Table 4-3 for descriptions of the information that appears in each dialog box tab Installing Resource Manager Essentials and CWSI Campus on AIX

11 Configuring the Essentials System Figure 4-6 System Configuration Dialog Box Setting Up Essentials 4-11

12 Performing Administrator Tasks Table 4-3 System Configuration Dialog Box Information Tab Name Description Fields Values to Enter Proxy Used by Essentials applications to connect to CCO. If the Essentials server access to the outside world is controlled through a proxy server, this setting must be configured. Proxy URL Enter the system-wide proxy URL. There is no default. SNMP RCP Used by Essentials applications to query devices for inventory collection, which includes importing and adding devices, and collecting inventory data. Used to specify the user when remote operations from devices are performed. It is used to authenticate any RCP transfers between the devices and the Essentials server. The user account must exist on UNIX systems, and should also be configured on devices as local user. For additional information, refer to the Preparing To Use Essentials Applications chapter, Setting Up RCP section. Fast SNMP Timeout Enter the amount of time, from 5 to 90 seconds, the system should wait for a a device to respond before it tries to access it again. The default is 5. Fast SNMP Retry Enter the number of times, from 2 to 6, the system should try to access devices with fast SNMP options. The default is 2. Slow SNMP Timeout Enter the amount of time, from 10 to 90 seconds, the system should wait for a device to respond before it tries to access it again. The default is 20. Slow SNMP Retry Enter the number of times, from 2 to 6, the system should try to access a device with slow SNMP options. The default is 3. User Name Enter the name used by a network device when it connects to the Essentials server to run RCP Installing Resource Manager Essentials and CWSI Campus on AIX

13 Logging Out As Administrator Step 3 Step 4 Step 5 Click Apply to apply changed information. Click Defaults to apply the defaults already configured in the system. Repeat Step 2 through Step 4 until you have verified or corrected all the information displayed in the System Configuration dialog box. The dialog box is displayed until you select another option from the navigation tree. Logging Out As Administrator To end your administrator tasks, you must log out of Essentials. Follow these steps to log out: Step 1 Step 2 Close all secondary browser windows that are open. You should have only one browser window opened displaying the Essentials interface. Click Logout. The Login Manager dialog box replaces the navigation tree. Now that you have performed the necessary administrator tasks, continue installation with the Preparing To Use Essentials Applications chapter. Setting Up Essentials 4-13

14 Logging Out As Administrator 4-14 Installing Resource Manager Essentials and CWSI Campus on AIX