dctrack 5.0.0 Quick Setup Guide This guide walks you through installing dctrack for the first time. In other words, this is a clean install - it is not an integration of dctrack and Power IQ, and it is not an upgrade or reinstallation of dctrack. Important: dctrack 4.0.0 users can upgrade using the BIN file to move to dctrack 5.0.0. dctrack 3.x users must be running dctrack 3.2.0 at a minimum. They must then do a complete reinstall from the ISO and restore their 3.2.0 to move to dctrack 5.0. dctrack 2.x users should contact Professional Services and Support via the Sunbird Support website at http://support.sunbirddcim.com/support/home or via email at mailto:tech@sunbirddcim.com. After you have installed dctrack on your server, see the dctrack Implementation & Integration Guide for information on - Planning, Assessment and Data Collection Building Your First dctrack Data Center Integrating dctrack with One or More Power IQs Integrating dctrack with Asset Management Strips via EMX or PX2 If you are installing a dctrack appliance and need installation instructions, see the quick setup guide that came with the appliance, or download the guide from the Sunbird Support page at http://support.sunbirddcim.com/support/home. (Recommended) Obtain a dctrack Support Website Username and Password The dctrack ISO file, as well as additional files, templates, help and so on, are obtained from the http://support.sunbirddcim.com/support/home. A username and password provided by Sunbird are required to access the website. Sunbird suggests obtaining your username and password as soon as possible. Contact Professional Services and Support via the Support site for your username and password. Retrieve Your dctrack License dctrack is licensed based on the number of cabinets maintained by the application. Administrators add license files the first time they log in to dctrack. If you have not already done so, retrieve your dctrack license from Sunbird via the link provided in the Welcome email you received after registering dctrack. If you have not received a Welcome email or license file, contact Professional Services and Support from the http://support.sunbirddcim.com/support/home. Your dctrack license file is retrieved from the Sunbird website after you activate your registration. To activate your registration, click the link in the "Thank you for registering" email from Sunbird and create your user account. Once you create your account, look for a "Your Sunbird software license key is available" email containing a link to your license file download page. Save the license file locally so you can access it when you need to add it the first time you log in to dctrack. Additional licenses can be added as needed once you are using dctrack. See Licensing in dctrack online help. Client Workstation Hardware and Software Driver Requirements Hardware Requirements Dual core processor with 2 GHz 2GB of RAM, 4GB for Windows 7 and Windows 8 2GB of free disk space Required Software Drivers When dctrack Classic View is launched for the first time, the following prerequisite software is installed on the client workstation automatically (if needed). Microsoft.NET 3.5 Framework Microsoft.NET versions are not inclusive of previous Microsoft.NET versions. dctrack 5.0.0 Quick Setup Guide 1
This means you must first install Microsoft.NET 3.5 SP1 before you install Microsoft.NET 4.0, you must. Microsoft Access 2003 Runtime You are prompted to set Microsoft Access Macro Security to Low. dctrack requires this in order to work properly. To change the setting to another level at a later time, consult your Microsoft Access documentation. PostgreSQL ODBC drivers and PostgreSQL ADO drivers Microsoft Office file converter pack Note: Go to the dctrack Web Client and click Admin > Install Classic View Prerequisites to reinstall the prerequisite software at any time. You must install the following additional software to run dctrack. This software is not installed with the prerequisite software. Microsoft Paint To view model images correctly in Classic View, Microsoft Paint must be set as your default image viewer. Images must be in.bmp file format. Adobe Flash Player Version 11.1.102 (or later) Optional Software AutoCAD 2012 (and earlier) or Microsoft Visio If you are planning on linking objects in a floor map drawing file with items in dctrack, use either AutoCAD 2012 (and earlier) or Microsoft Visio to create the drawing files. Note: Drawings created in AutoCAD 2013 and 2014 are not supported by dctrack. Drawing File Templates Raritan offers AutoCAD and Microsoft Visio drawing file templates you can download. Use the templates to create drawing file renderings of your data center. Note: Both AutoCAD and Microsoft Visio drawings must be saved as.dwg files in order to upload them to dctrack. Download templates from the DCIM Support site at http://support.sunbirddcim.com/support/home. Note: Up to Chrome version 37 supports launching Classic View and using the Web Client. Current versions of Chrome do not support launching Classic View but do allow you to use the Web Client. Microsoft Internet Explorer supports both the Web Client and Classic View. (Required) Make sure your browser allows popups. Popups are required when running Item Detail reports among other features. (Optional) Sunbird recommends using the default browser font settings (11 px). Customizing the default settings overrides dctrack's Web Client font settings. Display problems may occur with font settings larger than 12 px. Virtual Machine Requirements and Recommendations Requirements Your dctrack virtual machine must be given priority. Configure ESXi so that all required resources are available on the dctrack virtual machine at all times. Note that manipulating ESXi settings or changing the priority of other virtual machines running on the same ESXi host may impact the ESXi scheduling policy. If this happens, resources may be diverted from the dctrack virtual machine, which may result in poor performance or dctrack malfunctioning. Minimum VMware Host Recommendations VMware host minimum configuration recommendations for dctrack 5.0.0: Number of Cabinets RAM (GB) CPU (Cores) Datastore (GB) CentOS VMWare Up to 100 4 4 160 64-Bit ESX/ESXi 101 to 200 8 4 160 64-Bit ESX/ESXi 201 to 1000 1001 to 1500 8 6 160 64-Bit ESX/ESXi 8 8 160 64-Bit ESX/ESXi Supported Operating Systems Windows 7 and 8 operating systems Windows XP operating system Supported Browsers and Browser Requirements Microsoft Internet Explorer 8, 10 and 11 Chrome 1501 to 2000 2000 to 3000 More than 3000 10 8 160 64-Bit ESX/ESXi 12 8 160 64-Bit ESX/ESXi 14 8 160 64-Bit ESX/ESXi dctrack 5.0.0 Quick Setup Guide 2
*Note: An additional 3GB of space may be needed to upload the ISO so it can be installed. Alternatively, the ISO can be installed directly from the DVD. Required TCP Ports The following TCP ports are required to be open when building your virtual machine: 443 - HTTPS (secure channel) This port must be open in order to access the dctrack login page. 5432 - Postgres DB PostgresDB 5432 is not encrypted but must remain open. Classic View uses this port to connect to the dctrack database and does not work if the port is closed. Optional TCP Ports Leaving the following TCP ports open is optional. If you do not leave these ports open, note the requirements and/or limitations indicated here. 22 - SSH It is not necessary to have the SSH port open since SSH functionality is available directly on the virtual machine console. If port 22 is not open, however, SSH cannot be used to access dctrack to perform diagnostic operations of any kind. 80 - HTTP If port 80 is not open, users must specify HTTPS:// when entering the dctrack URL in their browser. Retrieve the dctrack 5.0.0 ISO File If you have not already done so, download the dctrack 5.0.0 ISO file from the Sunbird Support page at http://support.sunbirddcim.com/support/home. Verify the Datastore and Upload the ISO File to the Datastore Verify the datastore has 160GB free for a new virtual machine, and 2.8GB free for the installation ISO file. Upload the ISO file to the datastore. Create the dctrack Virtual Machine See Virtual Machine Requirements and Recommendations for information on the number of virtual processors and the amount of memory allocated for the virtual machine. Note: The following steps are provided as an example of a virtual machine installation; follow your installation preferences if they differ. 1. Connect to the VMware server using vsphere client. 2. Log in as a user that has permission to create, start, and stop virtual machines. 3. Select the server you want to create the virtual machine on. 4. In the Summary tab, click New Virtual Machine in the Command box. 5. Choose Custom. Click Next. 6. Enter a name for the virtual machine. Click Next. 7. Select a destination storage location for the virtual machine files. Click Next. 8. You may need to select the Virtual Machine Version, depending on your host. Select the version. Click Next. 9. Select Linux for the Guest Operating System, then select CentOS 64-bit, if available, from the Version drop-down. If CentOS 64-bit is not available, select Other Linux (64-bit). Click Next. 10. Select 1 for the "Number of virtual sockets". Select 1 for the "Number of cores per virtual socket". Click Next. 11. Adjust the amount of memory allocated for the virtual machine to at least the minimum required. Click Next. 12. Select the NIC and specify its Network. Click Next. 13. Select LSI Logic Parallel for the SCSI Controller. Click Next. 14. Select "Create a new virtual disk." Click Next. 15. Under Capacity, set the Disk Size to 160GB (based on your earlier datastore selection), select "Thick Provision Lazy Zeroed" under Disk Provisioning, and select "Store with the virtual machine" under Location. Click Next. 16. Leave all advanced options at default. Click Next. 17. Click Finish to save the drive and return to the main dialog. 18. Click Finish to create the virtual machine. Load/Install dctrack on the Virtual Machine 1. Select VM and right click Edit Settings. 2. Select Options > Advanced > Boot Options and select Force BIOS Setup. 3. Click "Power on" to power up the virtual machine. 4. Click on the CD/DVD ROM icon at the top of the console window and select "Connect to ISO image on datastore". 5. Locate and upload the ISO file. Download the ISO from the Sunbird Support page at http://support.sunbirddcim.com/support/home if you have not already done so. 6. Select the datastore. 7. Select the dctrack ISO. 8. Click on the Console tab. dctrack 5.0.0 Quick Setup Guide 3
9. Click inside the console window. 10. Exit the BIOS by selecting Exit Saving Changes and pressing the Enter key. The dctrack Kickstart page opens. 11. Press Enter to begin installation. 12. When the installation completes, press Enter to reboot the dctrack virtual machine. The virtual machine reboots and displays a console prompt. 13. Next, Configure dctrack Network Access. Configure dctrack Network Access After installing dctrack, you must configure the application for access over the network. IPv4 is supported by dctrack. 1. Access the local port from the Console tab of the VMware Infrastructure Client. 2. When prompted to log in, use the username config and the password sunbird. The dctrack configuration page opens. 3. Select Networking Setup, then select Setup LAN 1 to configure the primary Ethernet port. a. Press the Space bar to select "Enable this LAN Port". b. To manually assign the network settings to dctrack: Deselect "Use DHCP". Type the IP address and network masks into the appropriate fields. Select Accept to reset the network interface. To setup the gateway IP address, select Setup IPv4 Network Routes and type appropriate IP address in Default Gateway Route field. Select Accept to reset the network interface. c. If using DHCP, note the address. There must be a DHCP server available on the LAN. d. If you are using a second network interface, configure it by selecting Setup LAN 2 from the Network Configuration menu and performing the same steps as LAN 1. 4. Select Ping Network Test to ensure that dctrack is communicating over the network. Optional 5. Select Name Servers under Network Configuration to setup the server names. If server names are not set up, DNS names cannot be resolved. Optional 7. Select Exit from the main menu. You can now access dctrack from any client on the network. Log In and Launch Classic View for the First Time - Administrators Administrators perform steps other users do not the first time they log in to dctrack. Note that logging in and then launching dctrack Classic View for the first time requires additional steps that are not required for subsequent log ins. Default Login Information The first time you log in to dctrack as the Administrator, use this default login information - Username - admin Password - sunbird For security, change your password as soon as possible. See Change the Administrator Password (on page 6) in dctrack online help. IP address - Defined by you, not provided by Sunbird Log In 1. First, access dctrack via a supported browser by entering the IP address or name assigned to your instance of dctrack. 2. Answer yes to any security alerts and accept all certificates. 3. The Licensing page opens. 4. As the Administrator, you must add the dctrack license file(s) the first time you log in to dctrack. 5. If you have not received your license files, contact Customer Support. 6. Log in to the Licensing page. 7. Click Add, then select your dctrack license file (.LIC file type) from the local folder you saved it to. 8. Click Continue. 9. If you see error messages and the Continue button is disabled, contact Professional Services and Support. There may be a problem with your license file. Note: Failing to configure DNS servers causes LDAP integration issues. 6. To increase dctrack's security, it is advisable to disable SSH remote access. Optional a. Select /Networking Setup/Setup Access Controls. b. Enable 'Block SSH'. By default, the config account has access to dctrack. SSH is re-enabled if a support connection is created. dctrack 5.0.0 Quick Setup Guide 4
10. Agree to the End User License Agreement, then click Submit. It is recommended you install the extension before launching Classic View for the first. See Get and Install a ClickOnce Extension (if needed) 1. Click the Classic View link in the upper right corner of the Web Client. 2. Click Run if you are prompted to run the application. 11. At the dctrack Log In page, log in by entering the username admin and password sunbird. 12. Click Login. Once you are logged in, the Web Client Dashboard opens. Note that the widgets on the Dashboard show no external data when no items have been added to dctrack or configured to get readings via SNMP. The same thing applies to the Classic View Dashboard. Launch Classic View for the First Time Prerequisite software is installed on the client machine when Classic View is launched for the first time (if needed). See Required Software and Drivers. Local Administrator rights on the client machine are required to run and properly install the Classic View prerequisite software. Classic View launches if all required components and/or extensions are installed. No other steps are required; begin using dctrack. Microsoft Internet Explorer Users - If no required components are installed, the dctrack Prerequisite Wizard opens. Proceed to step 3. Chrome Users - Note to Chrome Users: You must install a supported extension in order to launch Classic View. dctrack 5.0.0 Quick Setup Guide 5
If one of the required ClickOnce extensions is not installed and/or enabled, a message opens. 4. Required Select the "Set MS Access security mode to low" on the "Setting MS Access 2003 security mode" dialog. Click Next to complete the installation. Close the message. Get and Install a ClickOnce Extension (if needed) Launch Classic View again. 3. Required Click Install if prompted to install the SQL database. 5. Click Finish to close the Wizard. All components required to run dctrack are installed. Begin using dctrack. Change the Administrator Password Only Administrators can change the Administrator password. Change the default Administrator password as soon as possible to prevent unauthorized Administrator-level access to dctrack. Note: Password settings are not configurable. dctrack 5.0.0 Quick Setup Guide 6
Passwords must have at least - 8 characters One number One UPPERCASE letter One lower case letter One of these special characters ~!@#$%^&*()_+{} :"<>?/.,';][=-`") 1. Log in to the Web Client as the Administrator, then select Admin > Appliance Settings to open the Settings page. 2. On the Settings page, click "User Accounts" to open the Users page. 3. Click on the admin user from the "User accounts" list to open the "User information for admin" page. Using an NTP server is recommended to keep the system clock synchronized. 1. In the Web Client, click Admin > Appliance Settings. The Settings page opens in a new browser window or tab. 2. Click Application Settings in the Appliance Administration section. Note: If the Time Zone and "Set time manually" fields are disabled, NTP may be enabled. Deselect the Enable NTP checkbox if you no longer want to use that option. 4. Click Change Password to open the Change Password dialog. 3. In the Time Settings section, select the Time Zone dctrack server resides in from the Time Zone drop-down list. 4. Select the date and time using the tools in the "Set time manually" fields. Select the date from the pop-up calendar. Select the 24-hour time from the drop-down list. 5. Click Save Time Settings. 5. Create the new password. 6. Click OK. Configure the System Clock dctrack uses the system clock to time-stamp events. Set the system clock as soon as possible to keep an accurate record of events. dctrack 5.0.0 Quick Setup Guide 7
Note: The Web Client displays the time and date of the local machine it is accessed from, not the system clock. However, database records created from Web Client events such as add item, delete item and so on are recorded in the database using the system clock time. For additional information, see Configure NTP Server Settings (on page 8) in dctrack online help. Configure NTP Server Settings To retrieve date and time information, configured dctrack to make contact with NTP servers. A list of servers dctrack can access is provided. dctrack attempts to retrieve the date and time from the first server on the list. If that attempt fails, it proceeds down the list and attempts to contact the second server, then the third, and so on. NTP must be enabled before this information can be retrieved. Note: The Web Client uses NTP but Classic View does not. 1. In the Web Client, click Admin > Appliance Settings. The Settings page opens in a new browser window or tab. 2. Click Application Settings in the Application Administration section. 3. In the Time Settings section, check the NTP Settings checkbox to enable it. 4. Click Add. 5. Type the time server's IP address or DNS name in the Time Server field. If you are using the DNS name, it must be configured via the console. 6. Click Save Time Settings. dctrack 5.0.0 Quick Setup Guide 8