EMC Smarts Service Assurance Management Suite 7.2

Transcription

1 EMC Smarts Service Assurance Management Suite 7.2 Installation Guide P/N REV A04 EMC Corporation Corporate Headquarters: Hopkinton, MA

2 Copyright EMC Corporation. All rights reserved. Published June, 2008 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date regulatory document for your product line, go to the Technical Documentation and Advisories section on EMC Powerlink. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners. 2 EMC Smarts Service Assurance Management Suite Installation Guide

3 Contents Preface Chapter 1 Chapter 2 Chapter 3 Overview Suite contents Product and release compatibility Installation tasks overview Upgrade tasks overview Migration tasks overview Uninstallation tasks overview Requirements Operating system requirements Hardware requirements Web Console and Business Dashboard requirements Java Web Start requirements for Web Console...29 Installing the Service Assurance Management Suite Before installation Determine the location of the EMC Smarts Broker...32 Install the Service Assurance Management Suite Install using Wizard mode...33 Install using CLI mode...36 Install using unattended mode...37 Where to go next...40 EMC Smarts Service Assurance Management Suite Installation Guide 3

4 Contents Chapter 4 Chapter 5 Chapter 6 Chapter 7 Upgrading the Service Assurance Management Suite Before upgrade Detect and stop EMC Smarts programs Upgrade the Service Assurance Management Suite Upgrade using Wizard mode Upgrade using CLI mode Reconcile the configuration files Where to go next Performing a Migration Overview of migration tasks Verifying the Installation Obtain and install a temporary license file Start EMC Smarts services Starting services on UNIX Starting services on Windows Start EMC Smarts programs Starting programs on UNIX Starting programs on Windows Verify the EMC Smarts product status Uninstalling Service Assurance Management Suite Before uninstallation Remove manually installed services Determine order for removing products (UNIX only) Uninstall when the same product suite is installed twice (Windows only) Detect and stop EMC Smarts programs Uninstall the FLEXnet License Server Uninstalling Service Assurance Management Suite Uninstall using Wizard mode Uninstall using CLI mode Uninstall using unattended mode EMC Smarts Service Assurance Management Suite Installation Guide

5 Contents Appendix A Appendix B Manually Installing Services Overview Service Assurance Management Suite services EMC Smarts Broker Service Assurance Manager (Global Manager)/Business Impact Manager Adapter Platform Business Dashboard Syslog Adapter SNMP Trap Adapter Procedures for CD-ROMs Mounting a CD-ROM on UNIX systems Loading a CD-ROM on Windows EMC Smarts Service Assurance Management Suite Installation Guide 5

6 Contents 6 EMC Smarts Service Assurance Management Suite Installation Guide

7 Preface As part of an effort to improve and enhance the performance and capabilities of its product lines, EMC periodically releases revisions of its hardware and software. Therefore, some functions described in this document may not be supported by all versions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes. If a product does not function properly or does not function as described in this document, please contact your EMC representative. Audience EMC Smarts Service Assurance Management Suite installation directory This document is part of the Service Assurance Management Suite documentation set, and is intended for use by system administrators and integrators responsible for installing the EMC Smarts Service Assurance Management Suite. In this document, the term BASEDIR represents the location where EMC Smarts software is installed. For UNIX, this location is: /opt/incharge<n>/<productsuite>. For Windows, this location is: C:\InCharge<n>\<productsuite>. The <n> represents the software platform version number. The <productsuite> represents the EMC Smarts product suite to which the product belongs. For example, on UNIX operating systems, EMC Smarts Service Assurance Management Suite is, by default, installed to /opt/incharge7/sam/smarts. On Windows operating systems, this product is, by default, installed to: C:\InCharge7\SAM\smarts. This location is referred to as BASEDIR/smarts. Optionally, you can specify the root of BASEDIR to be something other than /opt/incharge7 (on UNIX) or C:\InCharge7 (on EMC Smarts Service Assurance Management Suite Installation Guide 7

8 Preface Windows), but you cannot change the <productsuite> location under the root directory. For more information about the directory structure of EMC Smarts software, refer to the EMC Smarts System Administration Guide. EMC Smarts Service Assurance Management Suite Related documentation The EMC Smarts Service Assurance Management Suite includes the following products: Service Assurance Manager (Global Manager), includes Business Impact Manager (BIM) and Failover System Global Console Business Dashboard SAM Native Adapters: Service Assurance Manager Notification Adapters ( Notifier Adapter, Script Notifier Adapter, SNMP Trap Notifier Adapter, Log File Notifier Adapter) Adapter Platform (Adapter Platform server, Syslog Adapter, SNMP Trap Adapter, sm_ems command-line interface) XML Adapter In addition to this document, EMC Corporation provides a Help system for command line programs as well as product documentation. Help for command line programs Descriptions of command line programs are available as HTML pages. The index.html file, which provides an index to the various commands, is located in the BASEDIR/smarts/doc/html/usage directory. EMC Smarts documentation Readers of this guide may find the following related documentation helpful. It can be found in the BASEDIR/smarts/doc/pdf directory: Note: These documents are updated periodically. Electronic versions of the updated manuals are available on the Powerlink website: EMC Smarts Documentation Catalog EMC Smarts System Administration Guide EMC Smarts ICIM Reference 8 EMC Smarts Service Assurance Management Suite Installation Guide

9 Preface EMC Smarts Common Information Model Infrastructure Models Chart EMC Smarts Common Information Model Application Business Models Chart EMC Smarts ASL Reference Guide EMC Smarts Perl Reference Guide EMC Smarts Service Assurance Management Suite documentation Suggestions for searching PDF files The following documents are relevant to users of the EMC Smarts Service Assurance Management Suite: EMC Smarts Service Assurance Manager Introduction EMC Smarts Service Assurance Management Suite Deployment Guide EMC Smarts Service Assurance Management Suite Installation Guide EMC Smarts Service Assurance Manager Operator Guide EMC Smarts Service Assurance Manager Configuration Guide EMC Smarts Service Assurance Manager Dashboard Configuration Guide EMC Smarts Business Impact Manager User Guide EMC Smarts Report Manager User Guide EMC Smarts Service Assurance Manager Failover System User Guide Refer to the EMC Smarts Documentation Catalog for documentation resources provided with other EMC Smarts product suites. You may search across multiple PDF files using the Adobe Acrobat Reader software: 1. If the documentation is not accessible to all users of the EMC Smarts product suite, copy the contents of the BASEDIR/smarts/doc/pdf directory to a central location, such as a shared drive on your LAN, that operators and others may view. 2. To search throughout the documentation library, open the Acrobat Reader software: a. Select Edit > Search, and type a word or phrase. b. Select All PDF Documents in, in the Where would you like to search option, and type the pathname of the location where the PDF documents reside. If you have more than one EMC Smarts product suite installed, you can set up cross-product document searches by copying files from the EMC Smarts Service Assurance Management Suite Installation Guide 9

10 Preface BASEDIR/smarts/doc/pdf directory for each product suite into this common documentation directory path. Conventions used in this document EMC uses the following conventions for special notices. Note: A note presents information that is important, but not hazard-related.! CAUTION A caution contains information essential to avoid data loss or damage to the system or equipment.! IMPORTANT An important notice contains information essential to operation of the software. Typographical conventions EMC uses the following type style conventions in this document: Normal Used in running (nonprocedural) text for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) Names of resources, attributes, pools, Boolean expressions, buttons, DQL statements, keywords, clauses, environment variables, functions, utilities URLs, pathnames, filenames, directory names, computer names, filenames, links, groups, service keys, file systems, notifications Bold Italic Used in running (nonprocedural) text for: Names of commands, daemons, options, programs, processes, services, applications, utilities, kernels, notifications, system calls, man pages Used in procedures for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) What user specifically selects, clicks, presses, or types Used in all text (including procedures) for: Full titles of publications referenced in text Emphasis (for example a new term) Variables 10 EMC Smarts Service Assurance Management Suite Installation Guide

11 Preface Courier Courier bold Used for: System output, such as an error message or script URLs, complete paths, filenames, prompts, and syntax when shown outside of running text Used for: Specific user input (such as commands) Courier italic Used in procedures for: Variables on command line User input variables < > Angle brackets enclose parameter or variable values supplied by the user [ ] Square brackets enclose optional values Vertical bar indicates alternate selections - the bar means or { } Braces indicate content that you must specify (that is, x or y or z)... Ellipses indicate nonessential information omitted from the example Pathname conventions Directory pathnames are shown with forward slashes (/). Users of the Windows operating systems should substitute back slashes (\) for forward slashes. Graphical conventions If there are figures illustrating consoles in this document, they represent the consoles as they appear in Windows. Under UNIX, the consoles appear with slight differences. For example, in views that display items in a tree hierarchy such as the Topology Browser, a plus sign appears for Windows and an open circle appears for UNIX. Smarts Manager Unless otherwise specified, the term Smarts Manager is used to refer to EMC Smarts programs such as Domain Managers, Global Managers, and adapters. Where to get help EMC support, product, and licensing information can be obtained as follows. Product information For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at: EMC Smarts Service Assurance Management Suite Installation Guide 11

12 Preface Technical support For technical support, go to EMC Customer Service on Powerlink. To open a service request through Powerlink, you must have a valid support agreement. Please contact your EMC sales representative for details about obtaining a valid support agreement or to answer any questions about your account. Your comments Your suggestions will help us continue to improve the accuracy, organization, and overall quality of the user publications. Please send your opinion of this document to: techpubcomments@emc.com 12 EMC Smarts Service Assurance Management Suite Installation Guide

13 1 Overview This chapter describes the EMC Smarts Service Assurance Management Suite products, compatibility with other EMC Smarts products, and installation tasks. This chapter consists of the following topics: Suite contents Product and release compatibility Installation tasks overview Upgrade tasks overview Migration tasks overview Uninstallation tasks overview Overview 13

14 Overview Suite contents The product suite is distributed on a CD-ROM and available for download from Powerlink. It is installed, by default, to the /SUITE subdirectory under the InCharge7 root directory. The EMC Smarts Service Assurance Management Suite includes the following products: Service Assurance Manager: The EMC Smarts Service Assurance Manager product includes the following components, the: Global Manager EMC Smarts Broker EMC Smarts Business Impact Manager EMC Smarts Service Assurance Manager Failover System Generic notification adapters such as Log File, SNMP Trap, Script, and Note: Some components, such as Business Impact Manager, require licensing. Global Console: The Global Console product is the graphical interface for all EMC Smarts products. Global Console functionality can also be deployed as a Web Console or a Business Dashboard. Adapter Platform: The SAM Adapter Platform product provides functionality to import and normalize topology and events from outside the EMC Smarts domain. Syslog Adapter: The Syslog Adapter product reads and processes system log (Syslog) messages. It requires the SAM Adapter Platform. SNMP Trap Adapter: The SNMP Trap Adapter product reads SNMP traps and forwards traps to any EMC Smarts application. It requires the SAM Adapter Platform. XML Adapter: The XML Adapter product imports and exports topology from any EMC Smarts application. 14 EMC Smarts Service Assurance Management Suite Installation Guide

15 Overview Product and release compatibility The Service Assurance Management Suite is compatible with the versions of these products in Table 1 on page 15. Table 1 Interoperability chart EMC Smarts product suite Versions EMC Smarts Application Connectivity Monitor 2.2 EMC Smarts IP Management Suite 6.5.1, 6.5.2, 6.5.3, 7.0, 7.0.1, 7.0.2, EMC Smarts IPv6 Management Suite 2.0 EMC Smarts IT Performance Reporter 1.1 EMC Smarts MPLS Management Suite EMC Smarts Multicast Manager EMC Smarts Network Protocol Management Suite 2.1 EMC Smarts Service Assurance Management Adapter Suite 1.1, 1.2 EMC Smarts Service Assurance Management Suite 6.5.1, 6.5.2, 6.5.3, 7.0, 7.1, 7.2 EMC Smarts Storage Insight for Availability EMC Smarts VoIP Availability Management Suite 2.0 Product and release compatibility 15

16 Overview Installation tasks overview To install the Service Assurance Management Suite, you need to satisfy or perform the tasks listed in Table 2 on page 16. Table 2 Service Assurance Management Suite installation requirements and tasks Before you install: The Broker and FLEXnet license sost should be installed, configured, and operating. Review the important release issues for the Service Assurance Management Suite. Obtain an evaluation or permanent license for the products you will install from the Service Assurance Management Suite. EMC Smarts System Administration Guide for license information EMC Smarts Service Assurance Management Suite Release Notes EMC Smarts System Administration Guide for license information Obtain and install a temporary license file on page 58 Determine if the products are supported on your platform. Operating system requirements on page 22 Determine if your system meets the hardware requirements. Hardware requirements on page 26 Installation method: Install the Service Assurance Management Suite. Choose one of the following installation methods: Install using Wizard mode on page 33 Install using CLI mode on page 36, UNIX only Install using unattended mode on page 37 After you install: Save your license in the proper location: Evaluation license Save smarts.lic to the BASEDIR/smarts/local/conf directory. If your evaluation license has a different name, rename it to smarts.lic. Permanent license Use the procedures described in the EMC Smarts System Administration Guide. If you installed the products as services, start them for the first time. EMC Smarts System Administration Guide Starting services on UNIX on page 59 Starting services on Windows on page 60 Verify the current state of the products and Broker. Verify the EMC Smarts product status on page EMC Smarts Service Assurance Management Suite Installation Guide

17 Overview Upgrade tasks overview To upgrade Service Assurance Management Suite, you need to satisfy or perform the tasks listed in Table 3 on page 17. Table 3 Upgrading an existing Service Assurance Management Suite requirements and tasks Before you install: The Broker and FLEXnet license should be installed, configured, and operating. Review the important release issues for the Service Assurance Management Suite. Obtain an evaluation or permanent license for the products you will install from the Service Assurance Management Suite. EMC Smarts System Administration Guide for license information EMC Smarts Service Assurance Management Suite Release Notes EMC Smarts System Administration Guide for license information Obtain and install a temporary license file on page 58 Determine if the products are supported on your platform. Operating system requirements on page 22 Determine if your system meets the hardware requirements. Hardware requirements on page 26 Installation and upgrade method: Install the Service Assurance Management Suite. Choose one of the following installation methods: Install using Wizard mode on page 33 Install using CLI mode on page 36, UNIX only Install using unattended mode on page 37 After you install: Save your license in the proper location: Evaluation license Save smarts.lic to the BASEDIR/smarts/local/conf directory. If your evaluation license has a different name, rename it to smarts.lic. Permanent license Use the procedures described in the EMC Smarts System Administration Guide. If you installed the products as services, start them for the first time. EMC Smarts System Administration Guide Starting services on UNIX on page 59 Starting services on Windows on page 60 Verify the current state of the products and Broker. Verify the EMC Smarts product status on page 63 Upgrade tasks overview 17

18 Overview Migration tasks overview To migrate to Service Assurance Management Suite, you need to satisfy or perform the tasks listed in Table 4 on page 18. Table 4 Service Assurance Management Suite migration requirements and tasks Before you migrate: Review the release notes for important issues. Obtain a permanent license for the products you will install. EMC Smarts Service Assurance Management Suite Release Notes EMC Smarts System Administration Guide for license information Determine if the products are supported for your platform. Operating system requirements on page 22 Determine if your system meets the hardware requirements. Hardware requirements on page 26 Installation and migration: Install the Service Assurance Management Suite. Choose one of the following installation methods: Install using Wizard mode on page 33 UNIX only, Install using CLI mode on page 36 Install using unattended mode on page 37 Migrate configuration and repository files. Overview of migration tasks on page 56 After you install: Save your license in the proper location: Evaluation license Save smarts.lic to the BASEDIR/smarts/local/conf directory. If your evaluation license has a different name, rename it to smarts.lic. Permanent license Use the procedures described in the EMC Smarts System Administration Guide. EMC Smarts System Administration Guide If you installed the products as services, start them for the first time. Starting services on UNIX on page 59 Starting services on Windows on page 60 Verify the current state of the products and Broker. Verify the EMC Smarts product status on page EMC Smarts Service Assurance Management Suite Installation Guide

19 Overview Uninstallation tasks overview To uninstall Service Assurance Management Suite, you need to satisfy or perform the tasks listed in Table 5 on page 19. Table 5 Service Assurance Management Suite uninstallation requirements and tasks Before you uninstall: Review uninstall prerequisites: Remove manually installed services on page 66 Determine order for removing products (UNIX only) on page 66 Uninstall when the same product suite is installed twice (Windows only) on page 67 Detect and stop EMC Smarts programs on page 67 Uninstall the FLEXnet License Server on page 71 Uninstallation: Uninstall the Service Assurance Management Suite: Uninstall using Wizard mode on page 73 Uninstall using CLI mode on page 74 Uninstall using unattended mode on page 75 Uninstallation tasks overview 19

20 Overview 20 EMC Smarts Service Assurance Management Suite Installation Guide

21 2 Requirements This chapter describes the operating system requirements and hardware requirements for the EMC Smarts Service Assurance Management Suite. This chapter consists of the following topics: Operating system requirements Hardware requirements Web Console and Business Dashboard requirements Requirements 21

22 Requirements Operating system requirements Table 6 on page 22 summarizes the operating system platforms that are supported by each product in the EMC Smarts Service Assurance Management Suite. Table 6 Supported operating system for the Service Assurance Management Suite Operating system Supported version HP-UX Red Hat Enterprise Linux AS 4 Solaris 8, 9, 10 Windows Server 2003 Enterprise Edition SP2 and R2 Windows XP Professional SP2 Windows Vista Note: Service Assurance Management Suite 7.2 has been qualified to work on the following 64-bit operating systems: HP-UX 11.11, Red Hat Enterprise Linux AS 4, Solaris 10, and Windows Server 2003 Enterprise Edition SP2. Recommended patch levels Table 7 on page 23 summarizes the operating system patches required for the Service Assurance Management Suite. 22 EMC Smarts Service Assurance Management Suite Installation Guide

23 Requirements! CAUTION Verify that your operating systems are patched to the levels recommended by the manufacturer. The following patch levels have been identified as critical to the proper functioning of the EMC Smarts software. Table 7 Required operating system patches Operating system HP-UX Red Hat Enterprise Linux AS 4 Solaris 8 Patches Apply the latest Standard HP-UX Patch bundle that the HP patch assessment tool recommends compat-libstdc C++ runtime library (32-bit) C++ runtime library (64-bit) libm patch TCP/IP patch (patch that fixes a Sockfs bug) Solaris C++ runtime library (32-bit) C++ runtime library (64-bit) libm patch (patch that fixes an ACK storm bug in Solaris that prevents it from transmitting TCP urgent data packet) (patch that fixes a Sockfs bug) Solaris C++ patch (TCP/IP patch) Note: EMC Corporation recommends editing /etc/system to include the following line; then reboot your system: set ip:do_tcp_fusion = 0. Windows Server 2003 Enterprise Edition Hotfix KB Hotfix KB Operating system requirements 23

24 Requirements Additional HP-UX requirements This section lists additional requirements for HP-UX Use the HP-UX system administration manager tool to verify that parameters are set correctly. Use Choose Kernel Configuration, Choose Configurable Parameter to get to the definition page. The necessary procedures are described in the HP-UX System Administration Tasks manual. If necessary, make changes. Then, rebuild the kernel and reboot the system. You may want to contact your system administrator if you need additional help. Note: You can also use the HPjconfig tool that checks kernel parameter values as well as patches. The kernel parameter values required for EMC Smarts software usually exceed the minimum values recommended by HPjconfig. You should use the larger of the two values either the value based on the formula below or the value recommended by HPjconfig. Table 8 HP-UX parameters and values Parameter maxdsiz Value at least 2 GB (or the maximum memory) max_thread_proc at least 256 ncallout nkthread nproc + 10*nSMARTS 2*nproc + max_thread_proc*nsmarts Formulas are provided as follows: The process data size limit kernel parameter (maxdsiz) must be set to at least 2 GB (or the maximum memory). The value of this parameter is in decimal bytes. If it is below 2 GB ( bytes), increase it, rebuild the kernel, and restart the system. The max_thread_proc parameter must be set to at least 256, and the ncallout and nkthread parameters are calculated as follows. 24 EMC Smarts Service Assurance Management Suite Installation Guide

25 Requirements In the formulas, nsmarts is the total number of Smarts Managers and Consoles running simultaneously on the machine and nproc is a varying system parameter displayed by HP-UX System Administration Manager. It represents the maximum number of processes on the machine. The ncallout value must be equal to at least the calculated result, although the HP-UX System Administration Manager default is almost always sufficient: ncallout = nproc + 10*nSMARTS The nkthread value must be equal to at least the calculated result: nkthread = 2*nproc + max_thread_proc*nsmarts (The max_thread_proc parameter must be at least 256.) Operating system requirements 25

26 Requirements Hardware requirements Following are the hardware requirements for the EMC Smarts Service Assurance Management Suite. Table 9 on page 26 lists typical hardware for several equipment tiers and operating systems. Table 10 on page 26 represents the minimum hard disk storage requirements. Table 9 Typical hardware for the equipment tiers Platform equipment tier Operating system Small (1 2 low end CPUs, 2 GB RAM) Medium (2 CPUs, 4 GB RAM) Large (2 CPUs, 4 GB RAM) Extra large (2 4 CPUs, 4 8 GB RAM) HP-UX HPrp HPrp HPrp HPrp Red Hat Enterprise Linux Any vendor, 1-2 Xeon 2.8 GHz Any vendor, 2 Xeon 2.8 GHz Any vendor, 2 Xeon 2.8 GHz Any vendor, 4 Xeon 3.0 GHz Solaris SunFire V240 SunFire V240 SunFire V440 with fastest CPUs SunFire V490 with fastest CPUs Windows Server 2003 Enterprise Edition Any vendor, 1-2 Xeon 2.8 GHz Any vendor, 2 Xeon 2.8 GHz Any vendor, 2 Xeon 2.8 GHz Any vendor, 4 Xeon 3.0 GHz If you are installing more than one product, then your system must meet the products total memory and data disk space requirements. Table 10 on page 26 lists disk space requirements for installing the Service Assurance Management Suite. Table 10 Required disk space for the Network Protocol Management Suite Platform Solaris 8, 9, and 10 HP-UX Red Hat Enterprise Linux AS 4 Windows Server 2003 Enterprise Edition SP2 and R2 Disk space 550 MB 650 MB 425 MB 450 MB 26 EMC Smarts Service Assurance Management Suite Installation Guide

27 Requirements Table 11 on page 27 lists minimum requirements for CPUs, memory, and data disk space used by the software for writable files such as logs, repository files, and output files. Table 11 CPU, memory, data disk space requirements EMC Smarts product CPUs Memory (RAM) Data disk space Service Assurance Management Suite MB 100 MB each Note: CPU means the number of physical CPU cores and not the number of CPUs displayed when hyperthreading is activated. If you are installing more than one product, then your system must meet the products total memory and data disk space requirements (disk space listed in Table 10 on page 26 plus RAM plus data disk space listed in Table 11 on page 27). Hardware requirements 27

28 Requirements Web Console and Business Dashboard requirements The EMC Smarts Global Console can also be deployed as either: EMC Smarts Web Console EMC Smarts Business Dashboard Note: Tomcat Servlet Engine version 5.5.X is installed as part of the Web Console/Business Dashboard. The Tomcat Servlet Engine serves the files used by the Web applications. Users who display Business Dashboard viewlets in a Web browser, or want to use the Web Console, require the following software: One of the following Web browsers: Internet Explorer 6.0 with Service Pack 1 Internet Explorer 7.0 Netscape Navigator 8.0 Firefox 1.5.x Browser that supports Java JRE 1.5.x For Windows, the browser must be JavaScript enabled. Also, a list of specific versions of browsers that are supported on different platforms can be found at Java 2 Platform Standard Edition 5.0 which includes the 1.5.x Web browser plug-in must be installed on the client workstation. If you are running any version prior to 1.5, when you try to start up and run the Dashboard or web console, the applets inside the sample views shipped with the software do not display properly. If your client workstation does not have this version of JRE, you must obtain it and install it. For the HP-UX platform, download it from the HP-UX web site, For all other platforms, download it from the Sun Microsystems web site at 28 EMC Smarts Service Assurance Management Suite Installation Guide

29 Requirements If the JRE is not installed on your client workstation, you will be prompted to install it when you launch the Web Console or Business Dashboard. Java Web Start requirements for Web Console Java Web Start is optional and can be invoked when the Web Console is executed. Java Web Start must be installed and properly configured on the client machine. For UNIX, contact your system administrator to install and configure Java Web Start or follow the instructions provided on the Sun Microsystems web page, For Windows, on the client machine, depending upon the type of browser, after you launch the Web Console, you are either prompted to use an automatic installer or directed to follow the instructions provided on the Sun Microsystems web page, To launch the Java Web Start version of the Web Console and use the automatic installer, point your browser to the following URL: hed.html where <Tomcat_host> refers to the name of the machine where the Tomcat Servlet Engine is installed and 8080 refers to the default port for Tomcat. For information about using the Web Console, see the EMC Smarts Service Assurance Manager Dashboard Configuration Guide. Web Console and Business Dashboard requirements 29

30 Requirements 30 EMC Smarts Service Assurance Management Suite Installation Guide

31 3 Installing the Service Assurance Management Suite This chapter describes how to install the EMC Smarts Service Assurance Management Suite. This chapter consists of the following topics: Before installation Install the Service Assurance Management Suite Installing the Service Assurance Management Suite 31

32 Installing the Service Assurance Management Suite Before installation Perform the following task before installing EMC Smarts Service Assurance Management Suite. Determine the location of the EMC Smarts Broker on page 32. The user performing the installation must either be superuser (User ID 0) on UNIX platforms or have administrative privileges on Windows platforms. The installation program will halt if the user does not have the appropriate privileges. Determine the location of the EMC Smarts Broker You must specify the location of the EMC Smarts Broker during installation of the EMC Smarts software. Typically, this location is chosen during the design of the EMC Smarts software deployment and before any installation begins. Consult with your deployment planner or check the build guide that documents your deployment to determine the name of the host where the Broker was installed and the port that the Broker uses. If the location is the same host where you are installing this suite, then the installation program will automatically install the Broker if it is not already on the host. 32 EMC Smarts Service Assurance Management Suite Installation Guide

33 Installing the Service Assurance Management Suite Install the Service Assurance Management Suite This section describes how to install Service Assurance Management Suite into a new directory structure. The Service Assurance Management Suite is distributed on CD-ROM and is also available for download from Powerlink. Before starting the installation, you must do one of the following: Insert the CD-ROM into the optical drive of the host system. Procedures for CD-ROMs on page 85 describes how to access the optical drive for various operating systems. Copy the download to the host system where you will perform the installation. Note: When you insert the installation CD, there may be a delay of several minutes between the InstallShield preparation screen and the EMC Smarts splash screen/installation dialogs. During this time, the java.exe process is running. Please be patient. Do not eject/reinsert the CD to start a second install process. Install using Wizard mode Wizard mode provides a graphical user interface to the installation program for UNIX and Windows platforms. On UNIX systems, Wizard mode uses the X Window System to display the installation wizard. The host on which you install the EMC Smarts software and the host where you log in must be configured to run the X Window System. Before starting the installation program using the Wizard mode, verify that the X Window System is running. Install the Service Assurance Management Suite 33

34 Installing the Service Assurance Management Suite Running Wizard mode Table Run the Setup command appropriate for the operating system: Setup command syntax for Wizard mode Operating system HP-UX Linux Solaris Windows Setup command #./setup-sam-7_2_0_0-hpux.bin #./setup-sam-7_2_0_0-linux.bin #./setup-sam-7_2_0_0-sol.bin setup-sam-7_2_0_0-win.exe The InstallShield wizard dialog box displays and closes. The Shutdown EMC Smarts Programs dialog box and the Welcome screen appear. 2. Click OK in the Warning dialog box. If stopping services is necessary, you will be prompted with specific instructions later in the installation process. 3. Click Next in the Welcome screen. Next is disabled if you do not have administrative privileges and a message also appears. To install, you must restart the installation with appropriate privileges. 4. Read and accept the EMC Corporation end user license agreement and click Next. 5. If the installation program detects an existing installation of the same suite, the Installation Type screen displays. Select Install the product to a new directory. Note: This screen does not display if you are installing the suite for the first time on the system. 6. Click Next to accept the default installation directory or type your preferred directory and click Next. The default installation directory is: /opt/incharge7 (on UNIX) C:\InCharge7 (on Windows) 34 EMC Smarts Service Assurance Management Suite Installation Guide

35 Installing the Service Assurance Management Suite If you specify a directory, the directory name cannot contain spaces. If the specified directory does not exist, it will be created. If you do not have write privileges, an error message displays. 7. In the Setup screen, select: Complete to install all products in the suite, including the Global Console. Click Next. Global Console to only install the Java-based user interface, Web Console, or Business Dashboard. Click Next. In the Global Console Selection screen select: Global Console, Web Console, and Business Dashboard. Click Next. Global Console. Click Next. Custom to install a specific product. Click Next. a. Deselect products that you do not want to install (by default, all products are selected). b. Click Next. 8. The Services Selection screen displays. Select the products that you want to install as services and click Next. If you do not install services at this point, you will need to install them manually later. If you have an older version of a service running on the host, you must stop that service before installing a new version of the service. Note: When installed as services, EMC Smarts products start automatically when the system starts up. If the system is stopped and restarted, the EMC Smarts products restart automatically. EMC Corporation recommends that EMC Smarts products be installed as services whenever possible. If any of the products being installed can be started as services, these products are displayed in the services selection screen. 9. Specify the EMC Smarts Broker. If you are installing the Broker as a service, specify the port. The hostname defaults to localhost. If the Broker is already running on this host, keep the default values. If the Broker is running on another host, specify the hostname of that system and the port the Broker uses. Install the Service Assurance Management Suite 35

36 Installing the Service Assurance Management Suite Click Next to continue. 10. Review the list of products that will be installed and the target installation directory. At the bottom of the list, the total amount of disk space required for the selected products is provided so that you can verify that adequate disk space is available. To install the products, click Next and the Installation Progress screen displays. 11. Upon completion, the Installation Summary displays informational messages such as successful confirmations, error messages, and warnings. Click Finish to exit the installation. It is not necessary to restart the system after installation. Investigate any errors or warnings. The log file is a text file with the naming convention Install.<suite>.<productversionNumber>.log. It is located in the BASEDIR/smarts/setup/logs directory. If the installation process fails, the log files are located in the /tmp directory. 12. See Where to go next on page 40 for post-installation tasks. Install using CLI mode CLI mode provides a text-based method for invoking the installation program. This mode is intended for UNIX platforms with non-graphics consoles. The CLI mode follows the same process as the wizard mode but uses text rather than graphics. Running CLI mode Table 13 To start the CLI mode, invoke the setup command with the console option. The setup command syntax for CLI-mode Operating system HP-UX Linux Solaris Executable./setup-SAM-7_2_0_0-hpux.bin -console./setup-sam-7_2_0_0-linux.bin -console./setup-sam-7_2_0_0-sol.bin -console User selections and navigation in CLI mode During the installation and uninstallation processes, you are prompted with a series of steps and menus: 36 EMC Smarts Service Assurance Management Suite Installation Guide

37 Installing the Service Assurance Management Suite For prompts, accept the default value or select another choice. The default values are indicated in brackets. To accept the default value, press Enter. To reply yes, type y or Y; to reply no, type n or N. Do not press Delete; this causes the process to terminate with an error message. For selections in menus, accept the default selections or type the number of the item and press Enter. The default values are indicated in brackets or as pre-defined selections in menus. An X is used to indicate the selected item. When you are finished making selections, type zero (0) and press Enter. If you incorrectly type an entry, press 5 to repeat the prompt and select the correct value. Arrow keys and the Backspace key are not supported. To navigate between each step, use these keys. Table 14 Navigation keys Key Operation 1 Next, continue to the next step 2 Previous, go back to the previous step 3 Cancel, terminate the program 5 Redisplay, repeat the step 0 Accept the marked ([X]} menu choice See Where to go next on page 40 for post-installation tasks. Install using unattended mode Unattended mode is supported for all operating systems but separate response files are needed for UNIX and Windows systems. This method reads the selections and settings for the installation from a user-modifiable file, which enables users to easily duplicate the installation on many computer systems. Manual intervention is not necessary after you execute the setup command. Install the Service Assurance Management Suite 37

38 Installing the Service Assurance Management Suite Note: The unattended install mode does not automatically copy repository files if you are migrating from a previous version of the software. You must manually copy the repository and configuration files after installation to complete the migration. Running unattended mode Run the Setup command from a command line shell. Table 15 Operating system HP-UX Linux Solaris Windows The Setup command syntax for unattended mode Executable #./setup-sam-7_2_0_0-hpux.bin -options <path>/<suite>-response.txt #./setup-sam-7_2_0_0-linux.bin -options <path>/<suite>-response.txt #./setup-sam-7_2_0_0-sol.bin -options <path>/<suite>-response.txt setup-sam-7_2_0_0-win.exe -options <path>\<suite>-response.txt Where: <path> is the fully qualified path to the response file and <suite> is the product suite, for example, NPM_SUITE, IP_NETWORK_SUITE, MPLS_SUITE, or SAM_SUITE. For example, to start the unattended installation of the Service Assurance Management Suite on Solaris when the response file is located in /opt/home, run:./setup-sam-7_2_0_0-sol.bin -options /opt/home/sam_suite-response.txt Modifying the response file Each suite has a response file located on the CD-ROM in the /utils directory. Its naming convention is <suite>-response.txt. The response file provides instructions and examples of command line options that are passed to the program in unattended mode. The command line options are organized by process flow. The process flow is almost identical to that of the Wizard mode. By default, the response file includes settings that support the installation of all products from the CD-ROM and configure the Broker location as localhost at port 426. You must edit the response file to change settings to: Support Windows operating systems Specify a different Broker location 38 EMC Smarts Service Assurance Management Suite Installation Guide

39 Installing the Service Assurance Management Suite To modify the response file: 1. Copy the response file from the CD-ROM /utils directory to a directory on your system, for example, the /tmp directory. 2. Using a text editor, modify the values for the command line options in the response file: Specify the target directory. Select a directory for the process log file. Select the products to install. Ensure that the property value for the product is set to true. Select the products to start as services. Ensure that the property value for the product is set to true. Specify the location of the Broker. 3. Save the file. Install the Service Assurance Management Suite 39

40 Installing the Service Assurance Management Suite Where to go next After the installation is finished, you may need to complete the following tasks: Performing a Migration on page 55 describes additional tasks if you are migrating from a previous version of the suite. Verifying the Installation on page 57 describes tasks for verifying the proper installation of the software and starting services. 40 EMC Smarts Service Assurance Management Suite Installation Guide

41 4 Upgrading the Service Assurance Management Suite This chapter describes steps for upgrading from previous a version of EMC Smarts Service Assurance Management Suite. This chapter consists of the following topics: Before upgrade Upgrade the Service Assurance Management Suite Upgrading the Service Assurance Management Suite 41

42 Upgrading the Service Assurance Management Suite Before upgrade Perform the following tasks before upgrading : Detect and stop EMC Smarts programs on page 42. Back up your configuration on page 45. The user performing the upgrade must either be superuser (User ID 0) on UNIX platforms or have administrative privileges on Windows platforms. The installation program will halt if the user does not have the appropriate privileges. Detect and stop EMC Smarts programs Before upgrading an EMC Smarts product suite, you must stop all services, scheduled jobs, and other processes that use programs or libraries running from the EMC Smarts product suite you intend to upgrade. You must also stop the EMC Smarts service daemon, sm_serviced, if it is running from the product suite to be upgraded. Detecting EMC Smarts programs The sm_plist utility identifies all EMC Smarts programs that are running for any product suite on your machine. You can use the sm_plist utility whenever you need to identify EMC Smarts programs that are running (for example, before applying a service pack or patch and uninstalling the product suite). To use the utility, run it from the BASEDIR/smarts/script directory. The utility displays active programs in a window: 1. Go to the BASEDIR/smarts/script directory. 2. Start the sm_plist utility: For UNIX, type./sm_plist.sh BASEDIR2 For Windows, type cscript sm_plist.vbs BASEDIR2 where <BASEDIR> is the directory where the sm_plist utility is installed and <BASEDIR2> represents the location of any EMC Smarts product suite. 42 EMC Smarts Service Assurance Management Suite Installation Guide

43 Upgrading the Service Assurance Management Suite Stopping active EMC Smarts programs (UNIX) To stop active EMC Smarts programs (UNIX): 1. Stop active EMC Smarts services using the sm_service utility from BASEDIR/smarts/bin:./sm_service stop <service_name> where <service_name> is the name of the service to stop. Note: sm_serviced waits 30 minutes after sending a shutdown request to a process. If the process is still running after 30 minutes, sm_serviced terminates it. 2. Repeat step 1 for each EMC Smarts service running from the suite to be upgraded. 3. Verify that EMC Smarts services are stopped by using the sm_service utility from BASEDIR/smarts/bin:./sm_service show 4. If the EMC Smarts service daemon, sm_serviced, is running from the suite to be upgraded, stop it using the proper command: Solaris: /etc/init.d/ic-serviced stop Linux: /etc/init.d/ic-serviced stop HP-UX: /sbin/init.d/ic-serviced stop 5. Determine if any Smarts Managers are running by using the brcontrol utility from BASEDIR/smarts/bin:./brcontrol 6. Stop any Smarts Manager that is still running from the suite to be upgraded. If the Broker is running from the suite, stop the local Broker: To stop any server that is still running, use the dmquit utility from BASEDIR/smarts/bin:./dmquit --server=<servername> Before upgrade 43

44 Upgrading the Service Assurance Management Suite To stop the local Broker from BASEDIR/smarts/bin:./brquit --broker=localhost:<port> 7. Determine if any other EMC Smarts processes are still running from the suite and stop the processes: Detect the processes using the following command: ps -ef grep sm_ If a list is displayed, note the process ID (pid) of these active EMC Smarts processes. Shut down these EMC Smarts processes using the following command: # kill <pid> Stopping active EMC Smarts programs (Windows) To stop a service from the Windows desktop, use the Microsoft Management Console: 1. Select Settings > Control Panel. 2. At the Control Panel, select Administrative Tools. 3. At the Administrative Tools folder, select Services. 4. At the Services window, locate running Smarts services. These services start with the words EMC Smarts. For each service running from the suite to be upgraded, right-click the service and select Stop. Note: Do not stop the Broker service. 5. Open a command prompt and determine if any Smarts Managers are running by using the brcontrol utility from BASEDIR\smarts\bin: brcontrol 6. Stop any Smarts Manager that is still running from the suite using the dmquit utility from BASEDIR/smarts/bin: dmquit --server=<servername> 7. If the Broker is running from the suite to be upgraded, use the brquit utility from BASEDIR/smarts/bin to stop it: brquit --broker=localhost:<port> 44 EMC Smarts Service Assurance Management Suite Installation Guide

45 Upgrading the Service Assurance Management Suite Back up your configuration Back up your current suite configuration, including all customizations, using the smgetinfo utility. This utility collects version information and saves the /conf, /local, /rules, and /setup directories to an archive file. For all platforms, to collect information about installed products and components, the Perl interpreter (version 5.0 or later) must be installed. For Windows, WinZip is required. If WinZip is not installed in its default directory, set the variable ZIPPER to point to the WinZip directory. To run the smgetinfo utility: 1. Ensure that the value for SM_HOME is set to BASEDIR. 2. Go to the BASEDIR/smarts/script directory. 3. Type the appropriate command and click Enter: For UNIX, type./smgetinfo or sh smgetinfo For Windows, type smgetinfo.cmd The name and location of the resulting archive file is displayed. 4. Archive the file for later use, if necessary. Before upgrade 45