dctrack Quick Setup Guide This Quick Setup Guide explains how to install and configure dctrack. For additional information on any aspect of dctrack, see the accompanying dctrack Help in other its online help or PDF versions. To ensure you have the most current documentation for dctrack, Raritan recommends using online help or the PDF versions of the guides as your primary resource. All of this help is available from our website. Virtual Machine Requirements The following minimum VMware host configuration must be met: Number of CPUs: 1 RAM (GB): 4 Datastore (GB): 160 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. CPU (GHz): 2.8 VMware: ESX/ESXi 4.0 or 4.1 Client Requirements and Supported Software Classic View requires the following to be installed in order to use dctrack. Requirements Adobe Flash Player Microsoft.NET Framework Installing dctrack Never Notify during the installation and can then be set back. 10.2.0 or higher 3.5 Note:.NET versions are not inclusive of past.net versions. So, for example, if you are installing.net 4.0 you must install.net 3.5 SP1. Requirements Workstation hardware (minimum) Dual core processor, 2 GHz, 2GB of RAM, 50MB of free disk space Note: The following virtual machine installation information is just one way in which the installation can occur. If as an administrator you have other installation preferences, follow those. Operating system Windows 7 operating system or Windows XP operating system Browsers Internet Explorer 7 or 8, or Firefox 3.5 Note: To use Firefox 1.2.1 or higher with dctrack, the Microsoft.NET Framework Assistant must be installed. The dctrack prerequisites installer can deploy the add-on as well. Preparing to Install dctrack Verify that you have the DVD containing the dctrack.iso Verify the datastore has 160GB free for a new virtual machine and 3GB free for the installation ISO Upload the ISO file to the datastore. Note: The instructions in this guide refer to the vsphere client, which is compatible with ESX/ESXi 4.0 and higher. Note: If you are using Firefox running on a Windows 7 operating system, the Windows 7 User Account Control must be set to 1
Create the dctrack Virtual Machine To create the virtual machine: 1. Connect to the VMware server using vsphere client. Log in as a user that has permission to create, start, and stop virtual machines. 2. In the Summary tab, click New Virtual Machine in the Command box. 3. Choose Custom. Click Next. 4. Enter a name for the virtual machine. Click Next. 5. Choose a datastore with at least 160GB of free space available for the VM. Click Next. 6. You may need to select the Virtual Machine Version, depending on your host. Select the version. Click Next. 7. Select Linux for the Guest Operating System, then select Other Linux (32-bit) from the Version drop-down. Click Next. 8. Set the number of virtual processors to 1. Click Next. 9. Adjust the amount of memory allocated for the virtual machine to at least the minimum 4G required. For better performance, increase the amount of allocated memory. Click Next. 10. Set the number of NICs to one or two. If there are two NICs, one can be used for external access to the web interface and the other can be used as a private LAN for communication with the PDUs and other data center devices. In either case, make sure Connect at Power On is checked, and leave all other settings at default. Click Next. 11. Select LSI Logic for the SCSI Controller. Click Next. 12. Select "Create a new virtual disk." Click Next. 13. Set the Disk Capacity 160GB (based on your datastore selection early) and select "Store with the virtual machine". Click Next. 14. Leave all advanced options at default. Click Next. 15. Select the "Edit virtual machine settings before completion" checkbox, then click Continue. The New Virtual Machine - Virtual Machine Properties dialog appears. Select New CD/DVD in the Hardware/Summary panel. In the Device Type section, select the Data Store ISO radio button, then browse and select the datastore containing the ISO Click Finish to save drive and return to the main dialog. 16. Click Finish to create the virtual machine. Load dctrack onto the Virtual Machine To load dctrack onto 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 "disk" at the top of the console window and select "Connect to ISO image on datastore". 5. Select the datastore 6. Select the dctrack ISO. 7. Click on the Console tab. 8. Click inside console window, 9. Use the Esc key to get to main BIOS page. 10. Exit the BIOS by selecting Exit Discarding Changes and using the Enter key. The dctrack Kickstart page opens. 11. Type 2 for a VMware installation and press Enter to begin installation. 12. When the installation completes, disconnect the ISO disk and press Enter to reboot the dctrack virtual machine. The virtual machine reboots and displays a console prompt. Initial Configuration of dctrack After installing dctrack, you must configure the system for access over the network. To configure the system for access over the network: 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 raritan. The dctrack configuration page opens. 3. Select Networking Setup, then select Setup LAN 1 to configure the primary Ethernet port. 4. Press the Space bar to select Enable this LAN Port. 5. To manually assign the network settings to dctrack, leave Use DHCP deselected. Type the IP address, network masks, and gateway into the appropriate fields. If using DHCP, note the address. This must be a DHCP server available on the LAN. 6. Select Accept to reset the network interface with the new values. 7. If you are using a second network interface, select Setup LAN 2 from the Network Configuration menu and configure the secondary Ethernet port in the same manner as the first. Optional 2
8. Select Ping Network Test to ensure that dctrack can communicate over the network. Optional 9. Setup the Name Servers under Network Configuration. If you do not setup the Name Server, DNS names cannot be resolved. Optional 10. In order to increase the secure access to dctrack, it is advisable to disable SSH remote access to dctrack. To disable SSH remote access to dctrack, select System Services. Deselect Enable SSH. By default, the config account has access to dctrack. SSH is re-enabled if a support connection is created. Optional 11. Select Exit from the main menu. You can now access dctrack from any client on the network. Log In to dctrack for the First Time dctrack supports the Windows 7 and Windows XP operating systems, as well as the Internet Explorer and Firefox browsers. If you are using Firefox running on the Windows 7 operating system, additional steps must be taken the first time you log in. The first time you log in to dctrack, you download dctrack licenses. The steps outlined in this section walk you through the license installation. This information covers logging in to dctrack for the first time. Once all licenses and necessary add-ons are installed, the majority of steps do not need to be repeated. Internet Explorer Users To log in using Internet Explorer: 1. Connect to dctrack using a web browser. 2. In the browser's address bar, enter the IP address or name assigned to dctrack. 3. Answer yes to any security alerts and accept all certificates. 4. The first time you access dctrack, the Licensing page opens. Log in to the page. a. Click Add, then select your dctrack license Licenses are.lic files. Repeat this step to add incremental licenses if needed. Note: Your license file can be retrieved from the Raritan web site after you have activated your registration. To activate your registration, click the link in the "Thank you for registering" email from Raritan and create your user account. Once you create your account, look for a "Your Raritan software license key is available" email containing a link to your license file download page. b. Click Continue. If you see error messages and the Continue button is disabled, contact Raritan Technical Support. There may be a problem with your license c. Select Yes to the End User License Agreement and click Submit. 5. Log in to dctrack with the default username admin and password raritan. The dctrack dashboard opens. Note: For security reasons, be sure to change the admin password. See Change the Administrator Password (on page 4). 6. Launch Classic View by clicking on the Classic View link in the dctrack web interface. You must have local administrator rights on the client machine in order to run and properly install the Classic View prerequisites. To install prerequisites, do one of the following: If you have.net 3.5 components installed, clicking the Classic View link launches dctrack Classic View and no other steps are needed. Begin using the application. If the components are not found, dctrack walks you through the install (see steps below). Note: The.NET 3.5 component is built into the Windows 7 operating system, so dctrack launches without needing to install any components. If.NET 3.5 components are not installed, clicking Classic View displays a message letting you know. Install the.net components by following the wizard that is launched when you click Classic View or by clicking Administration > Install Classic View Prerequisites. a. Click Install on the first dialog of the install wizard. b. Optionally, select the "Set MS Access security mode to low" on the "Setting MS Access 2003 security mode" dialog. Click Next. Note: If you do not set the Microsoft Access security mode to low, dctrack still works but you see security warnings each time you launch dctrack. You must then answer 'No' to all questions about blocking unsafe expressions. If you set the security mode to low but want to change to a higher level later, see your Microsoft Access documentation on how to set Macro Security. c. Click Finish on the last dialog. All of the components required to run dctrack are installed. Firefox Users To log in using Firefox as your browser: 1. If you are a Firefox user running the Windows 7 operating system, if Firefox.NET Assistant has not already been installed, set the Windows 7 User Account Control to Never Notify and restart Windows 7. See your Windows Help for information on changing this setting. 2. Connect to dctrack using a web browser. 3. In the browser's address bar, enter the IP address or name assigned to dctrack. 4. Answer yes to any security alerts and accept all certificates. 5. The first time you access dctrack, the Licensing page opens. Log in to the page. 3
a. Click Add, then select your dctrack license Licenses are.lic files. Repeat this step to add incremental licenses if needed. Note: Your license file can be retrieved from the Raritan web site after you have activated your registration. To activate your registration, click the link in the "Thank you for registering" email from Raritan and create your user account. Once you create your account, look for a "Your Raritan software license key is available" email containing a link to your license file download page. b. Click Continue. If you see error messages and the Continue button is disabled, contact Raritan Technical Support. There may be a problem with your license c. Select Yes to the End User License Agreement and click Submit. 6. Firefox users running the Windows 7 operating system, restart Firefox and then reconnect to dctrack via its IP address. 7. Log in to dctrack with the default username admin and password raritan. The dctrack dashboard opens. Note: For security reasons, be sure to change the admin password. See Change the Administrator Password (on page 4). 8. Launch Classic View by clicking on the Classic View link in the dctrack web interface. You must have local administrator rights on the client machine in order to run and properly install the Classic View prerequisites. To install prerequisites, do one of the following: If you have.net 3.5 components installed, clicking the Classic View link launches dctrack Classic View and no other steps are needed. Begin using the application. If the components are not found, dctrack walks you through the install (see steps below). Note: The.NET 3.5 component is built into the Windows 7 operating system, so dctrack launches without needing to install any components. If.NET 3.5 components are not installed, clicking Classic View displays a message letting you know. Install the.net components by following the wizard that is launched when you click Classic View or by clicking Administration > Install Classic View Prerequisites. a. Click Install on the first dialog of the install wizard. b. Optionally, select the "Set MS Access security mode to low" on the "Setting MS Access 2003 security mode" dialog. Click Next. Note: If you do not set the Microsoft Access security mode to low, dctrack still works but you see security warnings each time you launch dctrack. You must then answer 'No' to all questions about blocking unsafe expressions. If you set the security mode to low but want to change to a higher level later, see your Microsoft Access documentation on how to set Macro Security. c. Click Finish on the last dialog. All of the components required to run dctrack are installed. 9. To complete the installation, do one of the following: If you are using Firefox on a Windows XP client, close and then reopen the browser to complete the installation. Log back in and launch dctrack. Firefox users running the Windows operating system, reset the User Account Control to its previous setting and reboot. Log back in and launch dctrack. Change the Administrator Password The administrator password is changed in the dctrack interface and can only be changed by the administrator. It is important to change the default administrator account password as soon as possible. This helps prevent unauthorized administrator access to dctrack. Note: These steps are performed from the web-based dctrack interface. To change the administrator password: 1. Select Administration > Settings to open the Settings window in a secondary browser. 2. Click User Accounts in the Authorization and Authentication panel. The Users page opens. 3. Click on the admin user. 4. Click Change Password on the "User Information for ADMIN" page. 5. Type a new password for the admin account in the Password field, then type it again in the Confirm Password field. 6. Click Save. 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. Using an NTP server is recommended to keep the system clock synchronized. Note: These steps are performed from the web-based dctrack interface. To set the system clock: 1. Select Administration > Settings to open the Settings page in a secondary browser window. 2. Click the Time Settings link in the Appliance Administration panel. 3. Update each time setting as needed. Click Save. See Configure NTP Server Settings for additional time setting information. 4
Configuring NTP Server Settings The NTP server settings are configured in the Management Client. The Configure Time Servers table lists the NTP servers the dctrack appliance contacts to get date and time information. NTP must be enabled first. The dctrack appliance attempts to retrieve the date and time from the first server on the list. If this attempt fails, it proceeds down the list and attempts to contact the second server, then the third, and so on. Note: The dctrack appliance and not the dctrack Windows Client uses NTP. To enable NTP and configure NTP servers: 1. On the Settings tab, click Time Settings. 2. Select the Enable NTP checkbox then click Save. 3. Click Manage Time Servers to configure settings for the NTP servers. 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 Changes. What to Do Next After installing dctrack, administrators will need to: Configure security settings such as web user session timeouts and IP-based access control. Build the data center in dctrack Add users See the dctrack Help for detailed instructions. Additional Information For more information about the dctrack and the entire Raritan product line, see Raritan's website (www.raritan.com). For technical issues, contact Raritan Technical Support. See the Contact Support page in the Support section on Raritan's website for technical support contact information worldwide. Raritan's products use code licensed under the GPL and LGPL. You can request a copy of the source code. For details, see the Open Source Software Statement at (http://www.raritan.com/about/legal-statements/open-source-software-statement/) on Raritan's website. 5