Workflow Automation (WFA) 1.1 Installation and Setup Guide

Transcription

1 INTERNAL DOCUMENT Workflow Automation (WFA) 1.1 Installation and Setup Guide NetApp April 29, 2012 Revision 1.7

2 2 Table of Contents TABLE OF CONTENTS 1 PURPOSE... 4 General... 4 Installation requirements WFA PRE-INSTALLATION... 5 Installation kit available on designated VM... 5 Collecting Setup data WFA INSTALLATION... 6 Verifying VM setup... 6 Installing WFA... 6 Third party software WFA SETUP... 9 Working with WFA... 9 Acquiring Data... 9 Configuring Credentials Configuring Mail Configuring ASUP Configuring LDAP Configuring SNMP APPENDIX A INSTALLATION KIT CHECKLIST WFA installation kit essentials WFA license WFA installation kit supplemental tools APPENDIX B UPGRADING WFA Backing up current configuration Uninstalling existing WFA Installing latest version of WFA Restoring backup APPENDIX C WFA POC REQUIREMENTS WFA Platform VM hardware and software requirements Storage lab environmental requirements Rev

3 NetApp WFA 1.1 Installation and Setup Guide 3 APPENDIX D AUTOMATED ONCOMMAND 5 (DFM 4.1) SETUP FOR WFA Installing OnCommand on Linux Installing OnCommand on Windows Validating the automated OnCommand setup APPENDIX E CONFIGURING WFA TO VCENTER CONNECTION Creating read-only user Setting the data source in WFA Troubleshooting APPENDIX F WFA EXTERNAL BACKUP APPENDIX G ENABLING PERL COMMANDS Rev

4 4 Purpose 1 PURPOSE This document describes how to install and configure the Workflow Automation (WFA) version 1.1 on a designated Virtual Machine (VM) or a physical host server. Note: For the purpose of this document, the term VM will be used when describing the installation process. Attention: This document is primarily intended for a clean, new installation. However, if you are upgrading the WFA from an earlier version and the existing data is needed, see Appendix B Upgrading WFA for detailed information. The document includes information about the following topics: Pre-installation requirements WFA installation WFA setup Appendices containing additional information for the install process o Installation kit o Upgrade procedure o Proof of concept (POC) requirements o Remote read-only access to WFA o Connecting WFA to vcenter o External backup procedure o Enabling Perl Commands GENERAL To successfully install and configure WFA, you will generally perform the following sequence of events: 1. Create an installation kit. 2. Deliver the kit to the designated installation target. 3. Collect and verify setup data. 4. Install WFA and related software. 5. Configure WFA. 6. Perform sanity testing. INSTALLATION REQUIREMENTS For detailed information regarding installation requirements for the VM, see Appendix C WFA POC requirements. Rev

5 NetApp WFA 1.1 Installation and Setup Guide 5 2 WFA PRE-INSTALLATION INSTALLATION KIT AVAILABLE ON DESIGNATED VM Before installing WFA, you need to provide the WFA installation kit and a WFA license for the designated VM. For detailed information, see Appendix A Installation Kit Checklist. Note: If you are upgrading WFA, there might be a WFA database (DB) backup.gz file and/or.dar file(s). For more information, see Appendix B Upgrading WFA. COLLECTING SETUP DATA When setting up WFA in an environment, the following information will be either required or needed as applicable: Unit/System Details Purpose Required DFM IP Data acquisition Yes Username, Password -- For DFM 4.1, see Appendix D Array(s) IP, Username, Credentials for performing Yes Password operations on arrays vsphere IP, VC-Login: Credentials for operations by using As applicable User/Pass VMware APIs VC_DB-Login: Data acquisition (for details, see As applicable User/Pass Appendix E) External IP, Username, Data acquisition As applicable repositories Password Mail server IP, Username, Password Receive WFA notifications by using Yes; required for Notifications and Auto Support (ASUP) ASUP server Mail host Sending ASUP messages using As applicable LDAP server IP, Username, Password, Group Name SNMP Management Application SMTP Authentication and Authorization by using LDAP server As applicable IP, Port Receive WFA SNMP traps As applicable It is recommended that you collect and validate the information prior to starting the installation process. Rev

6 6 WFA Installation 3 WFA INSTALLATION VERIFYING VM SETUP Prior to any POC, the customer is given the VM requirements document and is responsible for setting up and preparing the VM according to these requirements prior to the installation process. Before you install WFA, it is recommended that you verify the VM is set up correctly. Perform the following steps to check the VM: 1. Verify the version of the installed Microsoft Powershell. The Powershell version installed on the VM must be 2.0. To verify the version, perform one of the following: Check the URL (This link also provides additional links to download the correct version.) Or, Open Powershell (select Start > Run and enter Powershell). At the prompt, enter $host.version. The major version should be 2 as shown below: 2. Verify the access to the filers and DataFabric Manager (DFM). Verify that the applicable DFM and storage controllers can be reached from the intended installation machine. Secure shell (SSH) accessibility is not mandatory but may be required for certain use cases. Verify that SSH is enabled on the target controllers. INSTALLING WFA The WFA installation is a relatively simple and straight forward process. 1. Verify that there is not a previously installed version of WFA on the VM. Attention: If you are upgrading an existing installation of WFA, perform the procedures provided in Appendix B. Otherwise, remove the existing WFA (for instructions, see Uninstalling existing WFA) before proceeding with the installation process. 2. Create a WFA folder on the desktop. Rev

7 NetApp WFA 1.1 Installation and Setup Guide 7 3. Verify that the appropriate file(s) from the installation kit is available on the VM; move the file(s) to the WFA folder. Note: For detailed information about these files, see Appendix A. New, fresh install: WFA installer executable Upgrade: WFA installer executable, a.gz DB backup (optional), and.dar export files (optional) 4. Run the WFA installer executable file and complete the steps in the wizard to complete the installation process. Note: For Windows Server 2008, run the executable file as Administrator (use the rightclick menu). 5. Wait for the WFA application server to initialize (approximately 2 minutes); then, verify that WFA is operating correctly. Note: The Adobe Flash player must be installed for your web browser. See Third party software for information. a. Open the VM web browser and navigate to the URL: Where <wfa_server_vm_ip> is the local host b. Log in to WFA (admin/admin). 6. WFA starts without a license; insert the license. a. Select Help > License. b. Type the license in the License Key field. c. Click Update License. 7. Change the password after logging in the first time. a. Click Tools > Account Settings. b. Select the Change Password check box. c. Type the old password, the new password; then, type the new password again in the Confirm field. d. Click Save. 8. Refresh the web browser. Tip: It is recommend that you create a bookmark (or Add to Favorites) for the WFA interface. Rev

8 8 WFA Installation THIRD PARTY SOFTWARE Various third party software may be needed during the installation process: VMware Power CLI version 5. A PowerShell extension for VMware APIs; install if the POC includes integration with e-vmware vsphere. For additional information or downloads: owercli?view=overview Web browsers. The following are recommended: o Mozilla Firefox versions 7.x and 8.x o Microsoft Internet Explorer (IE) version 8 o Google Chrome version 15.x Adobe Flash player Required. Install the latest version for your browser (IE, Firefox, or Chrome). Rev

9 NetApp WFA 1.1 Installation and Setup Guide 9 4 WFA SETUP WORKING WITH WFA Attention: If you are upgrading WFA, you must perform the procedures contained in Appendix B. During the Restore Backup process, the entire system data including the setup (users, configuration, ASUP, and so on) is restored. After the backup is restored, you can use the following sections to edit the various restored configurations as needed. The VM on which WFA is installed can be anywhere within the customer network; however, this VM must have access to the filers and the DFM server. As long as this VM is accessible by using HTTP, WFA can be accessed using any of the recommended web browsers from anywhere. Notes: The Adobe Flash player must be installed for your web browser. You may need to turn off the Pop up blocker for WFA to work correctly. Run WFA: 1. Open the VM web browser and navigate to the URL: Where <wfa_server_vm_ip> is the local host 2. Log in to WFA (admin/<password>). Note: The password should have been changed after logging in the first time (see Installing WFA; if not changed, use admin). ACQUIRING DATA For data acquisition, the first process is to set up WFA data sources. The WFA currently supports the following data source types: DFM DFM 4.0 DFM 4.1 VMware vcenter 4 Perform the following steps to set a data source: 1. In the left pane, click Execution; then, click Data Sources. 2. Create a new data source: a. Select Actions > New. Note: If you upgraded WFA and want to edit the restored data source, select the existing data source entry and select Actions > Edit. In the Edit Data Source dialog box, modify the fields as needed. b. Type the name of the data source in the Name field. Rev

10 10 WFA Setup c. Select the data source type from the Data Source Type drop-down list. The Port, User name, and Password fields are populated with default data. (These fields can be edited, if needed.) d. Type the IP or host name in the Host Name field. e. Select the value for the Interval (minutes) field using the up and down arrows. (It is recommended that 5 minutes is the selected interval; 0 means that the information will be updated manually only and automatic acquisition will be not performed.) f. Click Save. 3. Click Acquire Now and follow the status updates on acquiring data. Notes: If you are using OnCommand 5.0 or higher (includes DFM 4.1 or higher), you are required to complete the OC5 setup. For more information, see Appendix D. During the initial acquisition, warnings may occur. Review them carefully. See Appendix E for the setup instructions for VMware vcenter 4. CONFIGURING CREDENTIALS After initial data acquisition, the credentials must be set for the arrays on which commands will be performed. PowerShell WFA controller connection works in two modes: With credentials WFA tries to establish a connection using HTTPS and then falls back to HTTP. Without credentials WFA tries to establish a connection using domain authentication; this mode uses RPC protocol, which is secured using NTLM protocol. Rev

11 NetApp WFA 1.1 Installation and Setup Guide 11 There are three ways to define credentials: Exact match define single credentials for a specific IP or Host Name. Default credentials define single credentials for the entire subnet or IP range. With Pattern selected, use regular expression syntax. LDAP authentication connect to array without defining credentials in WFA, but using domain credentials (the array should be configured to perform authentication with same the LDAP). Perform the following steps to set Exact match and Default credentials: 1. In the left pane menu, click Execution; then, click Credentials. 2. Create new credentials for the applicable arrays: a. Select Actions > New. Note: If you upgraded the WFA and want to edit the restored array credentials, select the existing array and click Edit. In the Edit Credentials dialog box, modify the fields as needed. b. Select the match type (Exact or Pattern) from the Match drop-down list. c. Select the credential type from the Type drop-down list. d. Type the IP or host name in the Name/IP field. e. Type the user name in the User Name field. f. Type the password in the Password field. g. If Exact is the match type, you can test the connectivity by clicking Test. Note: If Pattern is selected, you can test the connectivity described later in this procedure (see step 4) by clicking Test Connectivity. h. Click Save. Rev

12 12 WFA Setup 3. Repeat step 2 for all of the relevant systems. If the workflows include VMware vsphere operation, then create applicable credentials for the type VMware vcenter. Note: If the workflows include any of the optional Protection Manager (ProtMgr), Provisioning Manager (ProvMgr), or Service Catalog operations, then create the credentials for the DFM-type server. 4. To test the credentials (important when using regular expressions (Pattern)): a. Select Actions > Test Connectivity. b. Select the credential type from the Type drop-down list. c. Type the IP or host name in the Name/IP field. d. Click Test. If LDAP connectivity to the array is required, then WFA service needs to be configured to run with the domain user. Perform the following steps to set up LDAP authentication: Rev

13 NetApp WFA 1.1 Installation and Setup Guide Open Windows services. 2. Right-click the service NetApp WFA Server. 3. Select the This account option. 4. Type the password and then confirm the password. 5. Click OK. CONFIGURING MAIL To configure notifications regarding workflow operations such as workflow started or workflow failed, specify the Mail server configuration. 1. Select Tools > WFA Configuration. 2. Click the Mail tab. Rev

14 14 WFA Setup 3. Select the Enable Notifications check box. 4. Enter information in the fields as needed. The Mail Host and Sender are required. 5. To test the Mail settings: a. Click Send test mail. b. Type the address to where you want to send the , and click Test. c. Verify the is on the specified mail host. 6. Click Save. CONFIGURING ASUP To configure Auto Support (ASUP) scheduling and content of ASUP messages, modify the ASUP server configuration. 1. Select Tools > WFA Configuration. 2. Click the ASUP tab. Rev

15 NetApp WFA 1.1 Installation and Setup Guide Verify the Enable ASUP check box is selected. 4. Enter information in the fields as needed. The Mail Host (only when using SMTP), Sender, and Destination are required. 5. To test the ASUP settings: To test downloading an ASUP message: a. Click Download; then, click Save. b. Select the location to where you want to save the ASUP message, and click Save. c. Verify the file is saved to the specified location. To test sending an ASUP message to the specified destination, click Send Now; then, verify the message was sent. 6. Click Save. CONFIGURING LDAP To configure WFAs authentication and authorization to use an external Lightweight Directory Access Protocol (LDAP) server, modify the LDAP configuration. 1. Select Tools > WFA Configuration. 2. Click the LDAP tab. Rev

16 16 WFA Setup 3. Select the Enable LDAP check box. 4. Enter information in the fields as needed. Field Description User Principal Name Principal name of each user in the LDAP server Attribute Group Membership Attribute The group in which a user is a member Mail Attribute The user address Distinguished Name Attribute The user distinguished name TimeOut (s) Length of time (in seconds) to wait for a response from the LDAP server before timing out LDAP Servers Comma-separated list of LDAP server URIs. LDAP server URI formatted as: ldap://<ldap-serveraddress>[:port] If you want to use the same Active Directory server as the domain, type the following: ldap:// WFA administrators group Name of the LDAP group that identifies a user with Admin role WFA architects group Name of the LDAP group that identifies a user with Architect role WFA operators group Name of the LDAP group that identifies a user with Operator role 5. Click Save. Rev

17 NetApp WFA 1.1 Installation and Setup Guide 17 CONFIGURING SNMP To configure Simple Network Management Protocol (SNMP) notifications regarding workflow operations, modify the management application server configuration. 1. Select Tools > WFA Configuration. 2. Click the SNMP tab. 3. Select the Enable SNMP check box. 4. Enter information in the fields as needed. 5. Select the appropriate Notify On check box(es). 6. To test the SNMP settings: a. Click Send Test Notifications. b. Verify the notification is on the specified management host. 7. Click Save. Rev

18 18 Appendix A Installation Kit Checklist APPENDIX A INSTALLATION KIT CHECKLIST The WFA installation kit contains the following items: Essential files WFA license Supplemental tools WFA INSTALLATION KIT ESSENTIALS File Filename (or Example) Note WFA installer exe WFA-x86-V1.x.x.x.x-Bxxxx.exe For example: WFA-x86-V B1234.exe -- WFA DB backup* GNU zip (.gz) file with DB backup relevant to the installation Dar definitions file* A.dar file containing exported certified and customer-specific content definition Optional; file ed if needed Optional; file(s) ed if needed * The backup and definitions files depend on each case. When upgrading WFA from an earlier version, the existing configuration is backed up before uninstalling WFA and then these files are used to restore the earlier configuration after installing the upgraded WFA. WFA LICENSE The license string is provided at the time of installation. The license is not distributed prior to the installation (if installed by using WebEx). License key will be supplied on demand. Please reach out to your NetApp Rep or account SE for a Key. They can submit a request for one at the license request portal in the WFA community. WFA INSTALLATION KIT SUPPLEMENTAL TOOLS When setting up WFA and testing the various scenarios, you may need to use additional tools to assist in verifying the various functionality. For example: Editors (Notepad++) License is required; obtain license before using DB viewers (SQLYog or Navicat) License is required; obtain license before using Log file monitoring (Baretail) Rev

19 NetApp WFA 1.1 Installation and Setup Guide 19 APPENDIX B UPGRADING WFA If you are upgrading an existing WFA to this latest version, you must perform the following: 1. Back up the current WFA configuration. 2. Uninstall the existing WFA. 3. Install the latest version of WFA. 4. Restore the backup. The following sections contain detailed instructions regarding the procedures for the upgrade process. BACKING UP CURRENT CONFIGURATION Before upgrading WFA, the first step is to back up the current database, which contains both configuration and cache information. You have the option to back up the entire database or just the configuration information. To manually back up the database, perform the following steps: 1. Select Tools > Backup & Restore. 2. Click Backup and save the file to the desktop. 3. Verify that the backup file is created in the correct location. 4. Click the Return to WFA link at the top right to return to the main WFA screen. Rev

20 20 Appendix B Upgrading WFA UNINSTALLING EXISTING WFA To uninstall WFA, use the program removal feature for your Windows operating system (for example, navigate to the Windows Control Panel and select Control Panel > Programs and Features (Windows Server 2008)). For details, see the documentation for your operating system. Note: If the uninstall process stalls before the process is complete, open the Services console (select Start > Run and enter services.msc) and stop the NetApp WFA Database. Then, retry the uninstall process. INSTALLING LATEST VERSION OF WFA After uninstalling the previous WFA version, perform the procedure provided in the WFA Installation ONLY to install the latest version of WFA. DO NOT proceed to the WFA Setup phase. After installing WFA, continue the upgrade process perform the next procedure, Restoring backup. RESTORING BACKUP After the installation is complete and WFA is started, you must restore the backup. The restoration process migrates the backed up database to fit the newly installed (updated) version. The system data that was selected to be backed up (such as Users, Configuration, ASUP, and so on) is restored. To restore the backup, perform the following steps: 1. Select Tools > Backup & Restore. 2. Click Browse and locate the backup file you created prior to the uninstall process. 3. If any changes were made in the previous installation to any of the pre-canned definitions (such as Dictionary, commands, finders, and filters), clear the Upgrade pre-canned definitions check box (by default, this check box is selected); otherwise, these definitions will be overwritten. Note: If you do not upgrade the pre-canned definitions, then you may not receive important updates and fixes. Unless major changes were made to the pre-canned definitions, it is recommended to update and upgrade those definitions. 4. Click Restore. 5. Click the Return to WFA link at the top right to return to the main WFA screen. If any of the restored configuration settings need to be edited, proceed to WFA Setup for instructions. Rev

21 NetApp WFA 1.1 Installation and Setup Guide 21 APPENDIX C WFA POC REQUIREMENTS The section details the requirements that the customer must provide for the designated VM on which the WFA server will be installed and for their storage lab. WFA PLATFORM VM HARDWARE AND SOFTWARE REQUIREMENTS The WFA platform should be installed on a dedicated VM for the purpose of the POC. The designated VM name cannot include an underscore ( _ ). The requirements for the VM are listed in the following table: Minimum (POC) Recommended Operating system Windows Server 2008 R2 Windows Server 2008 R2 Windows Server 2008 SP2 Windows Server 2003 RAM 3 GB 4 GB Free disk space 10 GB 20 GB CPU 1 gigahertz (GHz) or faster, 32-bit (x86) or 64-bit (x64) processor 2.27 GHz or faster, 64-bit (x64) processor, 2 core There are several applications that are deployed as part of WFA installation: JBoss application server MySQL PowerShell 2.0 Note: To install PowerShell 2.0, the.net 2.0 framework run-time patches must be fully updated on the VM. The following ports must be open in the firewall to allow these applications to work properly: JBoss 1098, 1099, 80, 443 MySQL 3306 STORAGE LAB ENVIRONMENTAL REQUIREMENTS The WFA Server POC utilizes the customer s storage lab. For the purpose of the POC, the following will be required: IP access from the WFA server to the lab DFM server (in which the lab storage arrays are registered) At least two storage arrays (Filers), with the following criteria: o Registered in the lab DFM o Directly accessed from the designated VM on which WFA will be installed o Contain usable primary and secondary aggregates, as per the naming conventions previously supplied o (Optional) SSH-enabled (only if using CLI ONTAP commands) Rev

22 22 Appendix D Automated OnCommand 5 (DFM 4.1) Setup for WFA APPENDIX D AUTOMATED ONCOMMAND 5 (DFM 4.1) SETUP FOR WFA Starting with OnCommand 5 (DFM 4.1), remote access to DFM Sybase database has to be established actively. Use the oc5setup tool to grant remote read-only access to WFA. The application does not actively install anything, but runs on the DFM machine in order to setup said access. Note: Both Windows (oc5setup.zip) and Linux (oc5setup.sh) versions of oc5setup can be found at the WFA installation folder, under bin folder (ie C:\Program Files (x86)\netapp\wfa\bin). RUNNING OC5SETUP ON LINUX 1. Copy wfa_oc5setup.sh file to your home directory on the DFM server. 2. Change wfa_oc5setup.sh to be executable: chmod +x wfa_oc5setup.sh> 3. Run the script while providing the DFM home directory (./wfa_oc5setup.sh <dfm-home>): # chmod +x wfa_oc5setup.sh #./wfa_oc5setup.sh /mnt/lun_nb_iscsi_prod_1_filerip_21/ The following displays during the process and after a successful setup: Verifying archive integrity... All good. Uncompressing WFA OnCommand-5 Setup... >>> Connecting to database <<< Connected *** Dropped existing 'wfa' user === Created user 'wfa' >>> Granting access <<< Granted access # RUNNING OC5SETUP ON WINDOWS 1. Copy and extract wfa_oc5setup.zip file to a folder on the DFM server. 2. Start the wfa_oc5setup.exe and locate the DFM home directory (The path displayed is a suggestion, you should target the right path where DFM is installed and specifically to the DFM folder under the installation (See screenshot below)) ; then, click Next: Rev

23 NetApp WFA 1.1 Installation and Setup Guide Review the setup results. 4. Click Next and then Finish to complete the process. VALIDATING THE AUTOMATED ONCOMMAND SETUP After a successful installation, set up a data source in WFA for the DFM server using wfa/wfa123 as the username/password and then acquire. For more information, see the procedure in Appendix E: Setting the data-source in WFA. Note: The setup may fail if the user wfa is currently logged in to the database via a SQL tool (i.e. Squirrel). In this case, close the SQL tool (to ensure that no other client is connected to the same DB from the host) and stop any scheduled acquisitions before trying again. Rev

24 24 Appendix E Configuring WFA to VCENTER Connection APPENDIX E CONFIGURING WFA TO VCENTER CONNECTION WFA has the ability to add VMware vcenter data to the WFA Cache by acquiring data from the VirtualCenter database using the MSSQL JDBC driver. WFA connects to the VC SQL Server as a read-only user and acquires the relevant data. This appendix provides instructions for creating a Select/Read-only user in VirtualCenter database, setting the data source in WFA, and troubleshooting information to ensure correct connectivity to VMware vcenter. CREATING READ-ONLY USER WFA connects to the VC SQL Server as a read-only user for data acquisition. The User Mapping should have public and db_datareader roles on the VIM_VCDB database. You can create the read-only user using either the SQLCMD CLI or the Microsoft SQL Server Management Studio. Option 1: Using SQLCMD CLI 1. Open a cmd session (select Start > Run and enter cmd). 2. Connect to the SQL Server: sqlcmd -S <HOME>\SQLEXP_VIM -E Where: <HOME> is the server name -E means using Windows authentication 3. Set VIM_VCDB as the current database: USE VIM_VCDB GO 4. Create a new server login name (wfa) and password (wfa) as defined by default in WFA data source type: CREATE LOGIN wfa WITH PASSWORD = 'wfa', DEFAULT_DATABASE=[VIM_VCDB], CHECK_EXPIRATION=OFF, CHECK_POLICY=OFF GO 5. Create a new database user linked to the login name: CREATE USER wfa FOR LOGIN wfa GO 6. Grant database SELECT permission to the user: GRANT Select To wfa GO Rev

25 NetApp WFA 1.1 Installation and Setup Guide Set the user role to db_datareader: EXEC sp_addrolemember 'db_datareader', wfa GO 8. Exit and close the cmd session. Option 2: Using Microsoft SQL Server Management Studio 1. Open Microsoft SQL Server Management Studio and connect to the SQL Server. 2. Right-click SQL Server Instance and select Security > Logins > New Login. 3. In the Login-New dialog box, select General in the left pane. 4. Select SQL Server authentication mode. Rev

26 26 Appendix E Configuring WFA to VCENTER Connection 5. Type wfa in the Login name field and wfa in the Password field, as defined by default in the WFA data source type. 6. Verify that the following check boxes are cleared: User must change password in next login Enforce password expiration Enforce password policy 7. Select VIM_VCDB from the Default Database drop-down list. 8. Select English from the Default Language drop-down list. 9. Select Server Roles in the left pane. 10. Verify that the public check box is selected. 11. Select User Mapping in the left pane. 12. Map the VIM_VCDB database to the new user name (wfa) and the dbo schema. a. Select the Map check box for the VIM_VCDB database. b. Select wfa in the User column. c. Select dbo in the Default Schema column. Rev

27 NetApp WFA 1.1 Installation and Setup Guide Select Status in the left pane. 14. Select Grant as the Settings option. 15. Select Enabled as the Login option. 16. Click OK to save new user. Rev

28 28 Appendix E Configuring WFA to VCENTER Connection 17. Select SQL Server Instance > Databases > VIM_VCDB > Security > Users and doubleclick the newly created user name (wfa) in the left pane. 18. In the Database User wfa dialog box, select General in the left pane and select db_datareader role check box. 19. Click OK to save the changes. SETTING THE DATA SOURCE IN WFA To set the data source in WFA for acquiring data from the VirtualCenter database, perform the following steps: 1. Open WFA, if not already opened. 2. In the left pane, click Execution; then, click Data Sources. 3. Click New. Rev

29 NetApp WFA 1.1 Installation and Setup Guide Type the name of the data source in the Name field. 5. Select VMware vcenter- 4 (MSSQL) from the Data Source Type drop-down list. The Port, User name, and Password fields are populated with the default data. 6. Type the IP/host name of the specific VirtualCenter in the Host Name field. 7. If needed, replace the default value, 1433, in the Port field to the TCP port that the VirtualCenter uses. 8. If needed, replace the default values (wfa/wfa) in the User name and Password fields. 9. Select 5 in the Interval (minutes) field using the up and down arrows. (5 minutes is the recommended interval; 0 means that auto-update will be not performed.) 10. Click Save. 11. Select the newly created data source and click Acquire Now. Rev

30 30 Appendix E Configuring WFA to VCENTER Connection When the acquisition process is complete, the WFA Cache contains information from the specific VirtualCenter database. If the acquisition fails, see the Troubleshooting section for possible solutions. TROUBLESHOOTING If the acquisition process failed, then perform the following troubleshooting procedures to make sure the properties associated with connectivity are configured correctly. Enabling remote access to the VC SQL Server To enable the remote access, perform the following steps: 1. Open the SQL Server Configuration Manager (select Start > Programs > Microsoft SQL Server [version] > Configuration Tools). 2. Expand SQL Server Network Configuration > [your SQL server instance]. 3. Under Protocol Name, double-click TCP/IP. 4. In the TCP/IP Properties dialog box, perform the following: Protocol tab: Verify Enabled is set to Yes. IP Addresses tab: Scroll to the bottom and expand + IPAll; then, enter the TCP Port value. Note: By default, 1433 defined as the port for the WFA data source type. If the SQL Server uses another port, update the WFA data source type accordingly. Rev

31 NetApp WFA 1.1 Installation and Setup Guide If the Firewall is enabled, create an exception for the SQL Server instance and port that is being used. a. Select Start > Run and enter Firewall.cpl. b. Click the Exceptions tab. c. Add the sqlservr.exe (typically located in C:\Program Files (x86)\microsoft SQL Server\MSSQL.x\MSSQL\Binn), and the port that SQL Server uses (set in step 4). 6. If changes were made in steps 4 5, restart the SQL Server service and SQL Server Browser processes. Rev

32 32 Appendix E Configuring WFA to VCENTER Connection 7. Check that there is connectivity to the SQL Server. a. Open a Command Prompt window (select Start > Run and enter cmd). b. At the prompt, enter the following: netstat -ano findstr 1433 telnet <IP> 1433 ping -a <IP> Note: Record the server name, domain name, and IP address that you are using. You will need this information when checking the connectivity. c. Check the ports and IP addresses that are returned. Note: For more information, see Setting Authentication Mode of VC SQL Server to Mixed Mode WFA uses SQL Server Authentication to connect to the VC SQL Server. To allow for this type of connection, the Authentication Mode of the VC SQL Server needs to be set to Mixed Mode (Windows Authentication and SQL Server Authentication). Rev

33 NetApp WFA 1.1 Installation and Setup Guide 33 You can set the Authentication Mode to Mixed Mode using either the Registry or the Microsoft SQL Server Management Studio. Option 1: Using Registry 1. Select Start > Run and enter Regedit. In the Registry Editor dialog box, locate the InstallDir file (typically located in \HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Microsoft SQL Server\MSSQL.x\MSSQLServer\). This file stores the Authentication Mode. 2. Edit the LoginMode key. Set the value to 2 (1 is for Windows Authentication Mode and 2 is for Mixed Mode Authentication). 3. Restart the SQL Server service. Rev

34 34 Appendix E Configuring WFA to VCENTER Connection Option 2: Using Microsoft SQL Server Management Studio 1. Open Microsoft SQL Server Management Studio and connect to the SQL Server. 2. Right-click SQL Server Instance and select Properties. 3. In the Server Properties dialog box, select Security in the left pane. Then, select the SQL Server and Windows Authentication mode option. Rev

35 NetApp WFA 1.1 Installation and Setup Guide Click OK to save the changes. A confirmation dialog box appears prompting you to restart the SQL Service to apply changes. 5. Right-click the SQL Server Instance and select Restart. Rev

36 36 Appendix F WFA External Backup APPENDIX F WFA EXTERNAL BACKUP When backing up the database on a frequent basis (such as daily backups), use the Powershell script. To back up the database using the Powershell script, perform the following steps: 1. Create a user with Backup role if one does not exist. a. Select Tools > Users. b. Click New. c. Type the name of the user in the Name field. d. Select Backup from the Role drop-down list. e. Type the user address in the field, if needed. f. Type the password in the Password field. g. Re-type the password in the Confirm field. h. Verify the Notify On check box is cleared (not selected). i. Click Save. Rev

37 NetApp WFA 1.1 Installation and Setup Guide As Administrator on the specific server, run the Powershell Backup.ps1 script with the three mandatory parameters: -User, -Password, -FileName. a. Open Powershell (select Start > Run and enter Powershell). b. At the prompt, enter: & <wfa_install_location>\wfa\bin\backup.ps1 -User <user_name> -Password <password> -Filename <backup_filename> <backup_filename>.sql.gz Where: <wfa_install_location> is the directory for the WFA installation (for example, C:\Program Files (x86)\netapp). <user_name> and <password> for the user with the Backup role <backup_filename> is the full directory path for the backup file (for example, C:\backups\backup_29_11_11). 3. Verify that the gzip backup file is created in the correct location. Rev

38 38 Appendix F WFA External Backup Rev

39 NetApp WFA 1.1 Installation and Setup Guide 39 APPENDIX G ENABLING PERL COMMANDS To enable Perl commands to work, you must install Perl on the WFA server. The following Perl installations have been tested to work with WFA and are recommended: ActivePerl: version To downloaded: Strawberry Perl: version To downloaded: Make sure the folder location of the Perl executable appears as part of your Path environment variable and restart your NetApp WFA Server Service. The following table contains additional required Perl modules: Modules NetApp Manageability SDK version 4.1 SOAP::Lite WFAUtil.pm Installation Perform the following steps: 1. Download from latforms. 2. Unzip. 3. Copy all Perl modules (all.pm files except test.pm) from <your_sdk_folder>\lib\perl\netapp to the lib folder under your Perl installation. Use cpanm to install (version has been tested). Copy <your_wfa_installation_folder>/perl/wfautil.pm to the lib folder under your Perl installation. Rev