CHAPTER 6 Smart Install (SI) is a plug-and-play configuration and image management feature that provides zero-touch deployment for new switches. You can configure SI on a switch which will then be the SI director. Customer can ship switches to a location, place them in the network, and power them on with no configuration or image required on the switches. The configuration will be performed by the SI director. Using you can: Assess the readiness of your network for SI-capable directors. Discover and enable Smart Install on SI-capable directors. Manage configuration files and images of clients in the Smart Install director. Configure DHCP settings for Smart Install. Monitor and troubleshoot SI-related issues through the Smart Install report. This sections explains: Getting Started with Smart Install Supported Devices and Images for Smart Install Assessing Your Network for SI Directors Managing Config and Image for Clients Configuring Smart Install Director Managing Smart Install Director Generating Smart Install Reports Managing Smart Install Jobs 6-1
Getting Started with Smart Install Chapter 6 Getting Started with Smart Install The Smart Install Getting Started Assistant workflow guides you on provisioning Smart Install for Day 1 operations. You can access the Smart Install Getting Started Assistant using Work Centers > Smart Install > Getting Started. For advanced configurations you can choose the corresponding link in the Smart Install TOC. The Getting Started workflow for Smart Install is: 1. Assessing Smart Install Director Readiness of Your Network 2. Managing Config and Image for Clients 3. Configuring Smart Install Director Assessing Smart Install Director Readiness of Your Network Note You need Adobe flash player 9 or later to display the readiness assessment pie chart. You can install the flash player from LMS. Reload the page after installing the flash player. The Smart Install Getting Started Assistant helps you assess the readiness of your network for Smart Install, configure, and manage SI director. The Smart Install (SI) director readiness assessment analyzes your network and displays a pie chart appears with the following types of switches. SI-director-capable Switches SI-director-enabled Switches SI-software-incapable Switches SI-hardware-incapable Switches Click on any of the pie chart slices to view the details of the switches. Note You need Adobe flash player 9 or later to display the readiness assessment pie chart. You can install the flash player from LMS. Reload the page after installing the flash player. SI-director-capable Switches Click the SI-director-capable switches slice of the pie chart. The details of the corresponding switches appear at the bottom of the page. These switches have the supported IOS image for Smart Install. However, Smart Install is not enabled on them. Select a switch and click Configure SI to enable Smart Install on the selected switch. See, Configuring Smart Install Director for more details. At a time, you can provision only a single device a SI director. You can click Filter to filter the listed switches based on device name, device type, location, and running image version. 6-2
Chapter 6 Getting Started with Smart Install SI-director-enabled Switches SI-software-incapable Switches Click the SI-director-enabled switches slice of the pie chart. The details of the corresponding switches appear at the bottom of the page. These switches have the supported IOS image for Smart Install, and have Smart Install enabled. You can select a Smart Install director and: Click Download Status to view the status of the Smart Install image and configuration download. Click Syslog Report to view the Smart Install syslog report. See Generating Smart Install Reports for more information. Click Filter to filter the listed switches based on device name, device type, location, and running image version. Click the SI-software-incapable switches slice of the pie chart. The details of the corresponding switches appear at the bottom of the page. These switches do not have the supported IOS image for Smart Install. Some SI-capable devices might appear as SI-software-incapable devices if they do not have the latest Smart Install Capable IOS image. We recommend you to upgrade to the latest Smart Install Capable IOS image to avail all the Smart Install features in LMS 4.1. Select a switch and click Upgrade Software Image to upgrade to the SI-capable IOS image. Note You can perform a software upgrade only if you have the privileges of a Network Operator, Network Administrator, or a Super Admin. You can click Filter to filter the listed switches based on device name, device type, location, running image version, and recommended image version. SI-hardware-incapable Switches Click the SI-hardware-incapable switches slice of the pie chart. The details of the corresponding devices appear at the bottom of the page. These switches do not support the Smart Install technology. You can get the details of the latest Smart Install supported hardware from Cisco.com. See Known List of Hardware-incapable Devices for more information. 6-3
Supported Devices and Images for Smart Install Chapter 6 Supported Devices and Images for Smart Install Table 6-1 lists the devices and images that support SI. Table 6-1 Supported Devices and Images for Smart Install Device Type Director Client Supported Software Catalyst 3750, 3750-X, 3750E Yes Yes 12.2(58)SE Catalyst 3560, 3560E, 3560-X, 3560 8 port, 3560 12 port Yes Yes 12.2(58)SE Assessing Your Network for SI Directors Note You need Adobe flash player 9 or later to display the readiness assessment pie chart. You can install the flash player from LMS. Reload the page after installing the flash player. You can assess the readiness of your network for Smart Install using the Smart Install Readiness Assessment (Work Centers > Smart Install > Readiness Assessment), and perform the following: Enable Smart Install on SI-capable switches Update the configurations for SI directors Download the SI-capable IOS image for SI-software-incapable switches. The Smart Install (SI) director readiness assessment assesses your network and a pie chart appears with the following types of switches. SI-director-capable Switches SI-director-enabled Switches SI-software-incapable Switches SI-hardware-incapable Switches Click on any of the pie chart slices to view the details of the devices. SI-director-capable Switches Click the SI-director-capable switches slice of the pie chart. The details of the corresponding switches appear at the bottom of the page. These switches have the supported IOS image for Smart Install, however, Smart Install is not enabled on them. Select a switch and click Configure SI to enable Smart Install on the selected switch. See, Configuring Smart Install Director for more details. You can click Filter to filter the listed switches based on device name, device type, location, and running image version. 6-4
Chapter 6 Configuring Smart Install Director SI-director-enabled Switches Click the SI-director-enabled switches slice of the pie chart. The details of the corresponding devices appear at the bottom of the page. These devices have the supported IOS image for Smart Install, and have Smart Install enabled on them. You can select a Smart Install director and: Click Download Status to view the status of the Smart Install image and configuration download. Click Syslog Report to view the Smart Install syslog report. See Generating Smart Install Reports for more information. Click Filter to filter the listed switches based on device name, device type, and location. SI-software-incapable Switches Click the SI-software-incapable switches slice of the pie chart. The details of the corresponding switches appear at the bottom of the page. These switches do not have the supported IOS image for Smart Install. You can go to Readiness Report in the Smart Install TOC in the left pane and upgrade to the SI-capable IOS image. Some SI-capable devices might appear as SI-software-incapable devices if they do not have the latest Smart Install Capable IOS image. We recommend you to upgrade to the latest Smart Install Capable IOS image to avail all the Smart Install features in LMS 4.1. Select a switch and click Upgrade Software Image to upgrade to the SI-capable IOS image. Note You can perform a software upgrade only if you have the privileges of a Network Operator, Network Administrator, or a Super Admin. You can click Filter to filter the listed switches based on device name, device type, location, and running image version, and recommended image version. SI-hardware-incapable Switches Click the SI-hardware-incapable switches slice of the pie chart. The details of the corresponding devices appear at the bottom of the page. These switches do not support the Smart Install technology. You can get the details of the latest Smart Install supported hardware from Cisco.com. You can click Filter to filter the listed switches based on device name, device type, location, and running image version. See Known List of Hardware-incapable Devices for more information. Configuring Smart Install Director To configure a device as a Smart Install director, you need to select a device, define a minimum of one Smart Install group. You can also specify DHCP settings, hostname prefix, and join window if required, and schedule the deployment. If you want the client switches to download config files and images from the Smart Install director, it must have a repository of image and configuration files. 6-5
Configuring Smart Install Director Chapter 6 The workflow for configuring a Smart Install director is: 1. Select a device From the Select Device pane, select an SI-capable device to configure as SI director. Click Filter to filter the listed devices based on device name, IP address, device type, and running image version. 2. Add Smart Install groups to the director You must define a minimum of one Smart Install group. See Configuring Smart Install Groups, for more information. 3. Configure DHCP settings This step is optional if you have an external DHCP server configured in your network. See Configuring DHCP Settings, for more information 4. Specify hostname and join window settings You can specify the hostname prefix and the join window in this pane. Join window is the period during which the director will act on clients that send DHCP requests to the SI director. Clients that send DHCP requests outside of the join window will not become managed clients. See Configuring Host Name and Join Window, for more information. 5. Schedule deployment You must schedule a job to deploy the SI configurations to the SI director. You can view the details of the Smart Install jobs in the Smart Install Job Browser (Work Centers > Smart Install > Jobs). See Scheduling Smart Install Configuration Jobs, for more information. Configuring Smart Install Groups You must define a minimum of one Smart Install group to configure an SI director. To configure Smart Install groups: Step 1 Step 2 Step 3 Step 4 Step 5 Select Work Centers > Smart Install > Configure > Setup Smart Install Director. The Configure Smart Install Director single-page wizard appears. From the Select Device pane, select an SI-capable device to configure it as an SI director. Click Next. The Define Smart Install groups pane appears. You can: Click Add to add new Smart Install groups. The Add New Group page appears. See Adding Smart Install Groups for more information. Select a newly added Smart Install group and click Edit to modify its settings. Select a Smart Install group and click Delete to delete a group. Click Export all to export all the Smart Install groups to the LMS server. Click Import all to import all the Smart Install groups from the LMS server. Click Next. The DHCP Settings pane appears. Configure DHCP settings if you do not have an external DHCP server configured in your network. See Configuring DHCP Settings for more information. 6-6
Chapter 6 Configuring Smart Install Director Step 6 Step 7 Click Next. The Specify Hostname and Join Window pane appears. Click Next. The Schedule Deployment pane appears. Adding Smart Install Groups To add new Smart Install groups: Step 1 Step 2 Step 3 Step 4 Field Group Type Group Name Select Work Centers > Smart Install > Configure > Setup Smart Install Director. The Configure Smart Install Director single-page wizard appears. From the Select Device pane, select an SI-capable device to configure it as SI director. Click Next. The Define Smart Install groups pane appears with the list of Smart Install groups. Click Add to add new Smart Install groups. The Add New Group page appears with the following information: Select the type of group from the drop-down list. The five types of groups are: Built-in In a Smart Install network, these groups are used to configure homogenous groups. For example, you can create a group of switches that have one product ID with an image and configuration file, and create another to configure a second group of switches that have another product ID with another image file and configuration. Connectivity This is a custom group that is used to set up the image and configuration file for all client switches that match connectivity. You can create a custom group based on the connectivity or topology of switches in a Smart Install network. See, Understanding Custom Group Based on Connectivity for more information. Stack This is a custom group that is used to set up the image and configuration file for all client switches that match stack number for switches in a stack. Any switch in a stack that matches the stack number and product ID gets the same configuration. Product This is a custom group is based on the model number of the switch associated with the group. Default This group is for devices that are not part of the above groups. The default image and configuration file will be deployed to the group. Enter the name of the group. This should be a unique name. You can enter alphanumeric characters and underscore (_). This field appears for Connectivity, Product groups, and Stack groups. 6-7
Configuring Smart Install Director Chapter 6 Field Host Details Product Family Select Product Family Select Port Config Stack Product Family Host is the upstream neighbor of the client switch. You can add, edit, or delete details of the host. This field appears for Connectivity groups. To add details of a host: 1. Click Add to launch the Add host details pop-up. 2. Enter the IP address of the host device which is managed in LMS. 3. Select the interfaces of the host to which new devices can be connected. 4. Click Save to save your changes, or click Cancel. Enter the product ID for the group. For example, WS-C2960-48TC-L. This field appears for Product groups. This field appears for Built-in groups. The supported product families for this release are: 2918 Catalyst 2918 product family 2960c Catalyst 2960c product family 2960 Catalyst 2960 product family 2960g Catalyst 2960 Gigabit product family 2960s Catalyst 2960s product family 2975 Catalyst 2975 product family 3560 Catalyst 3560 product family 3560c Catalyst 3560-C product family 3560e Catalyst 3560-E product family 3560g Catalyst 3560 Gigabit product family 3560x Catalyst 3560-X product family 3750 Catalyst 3750 product family 3750e Catalyst 3750-E product family 3750g Catalyst 3750-G Gigabit product family 3750x Catalyst 3750-X Gigabit product family nme-es NME-ES product family sm-d-es2 Cisco enhanced EtherSwitch service module, SM-D-ES2 product family sm-d-es3 Cisco enhanced EtherSwitch service module, SM-D-ES3 product family sm-d-es3g Cisco enhanced EtherSwitch service module, SM-D-ES3G product family sm-es2 Cisco enhanced EtherSwitch service module, SM-ES3 product family sm-es3 Cisco enhanced EtherSwitch service module, SM-ES3 product family sm-es3g Cisco enhanced EtherSwitch service module, SM-ES3 product family Enter the switch port configuration. This field appears for Built-in groups. Select the stack product family from the drop-down list. This field appears for Stack groups. 6-8
Chapter 6 Configuring Smart Install Director Field Switch Membership Numbers TFTP Server Image File Configuration File Enter the switch membership number. The range is from 1 to 9. Enter the numbers separated by commas. This field appears for Stack groups. Select one of the following as the TFTP server: LMS The LMS server can function as the TFTP server to store the image and configuration files. The files are stored in the flash memory of the server. Director The director can function as the TFTP server to store the image and configuration files. The files are stored in the flash memory of the director. When there is not enough space in the device, the image file will not be copied to the device, but, the job will be successful. Smart Install command will be deployed even when the image or config copy fails. You can get more information about the status of image and config copy, from the File_Copy_Info file, which is available at: NMSROOT\files\rme\Jobs\Smartinstall\Jobid (On Windows) /var/adm/cscopx/files/rme/jobs/smartinstall/jobid (On Solaris and Soft Appliance) NMSROOT is the LMS install directory External Server Select this option and enter the IP address of the external TFTP server. You can store all the client image and configuration files on the external server, which can act as TFTP server. You must have three files on this external TFTP server: Configuration file Cisco IOS image Image file If you choose LMS or Director as the TFTP server, select the image file from the drop-down list. If you choose an external server as the TFTP server, enter the name of the image file that is available in the TFTP boot directory of the server. If you choose LMS or Director as the TFTP server, select the configuration file from the drop-down list. The configuration files are stored in: NMSROOT\files\rme\smartinstall\configs (On Windows) /var/adm/cscopx/files/rme/smartinstall/configs/ (On Solaris and Soft Appliance) If you choose an external server as the TFTP server, enter the location of the configuration file that is available in the TFTP boot directory of the server. Step 5 Click Save to save your group, click Save and Add Another to save the group and open another screen or click Cancel to cancel the flow. The details get updated in the Smart Install groups table. 6-9
Configuring Smart Install Director Chapter 6 Understanding Custom Group Based on Connectivity You can configure a custom group based on the connectivity or topology of switches in a Smart Install network. For example, you would use a connectivity match to configure a group of switches that are connected to the director through a single interface or switches that are connected to the director through a specific intermediate switch. A connectivity match takes priority over other custom groups (PID or stack number) and over built-in groups. The switches that do not match the connectivity configuration will get the configuration and image in a built-in group or the default configuration. Configuring DHCP Settings To use the zero-touch upgrades, the Smart Install network must have a DHCP server. You can configure the DHCP settings using LMS, if you do not have an external DHCP server configured in your network. To configure DHCP settings for Smart Install groups: Step 1 Step 2 Step 3 Step 4 Select Work Centers > Smart Install > Configure > Setup Smart Install Director. The Configure Smart Install Director single-page wizard appears. From the Select Devices pane, select one or more SI-capable devices to provision as SI directors. Click Next. The Define Smart Install groups pane appears with the list of Smart Install groups. Click Next. The DHCP Settings pane appears with the following details: Field Pool Name Network Address Network Mask Gateway Address File Server VLAN Selected VLANs Displays the name of the DHCP pool. Displays the subnet network number of the DHCP pool. Displays the subnet mask of the DHCP pool network. Displays the IP address of the default gateway. Displays the IP address of TFTP server. Displays the VLAN of the DHCP server. The VLAN details appear based on the network address you have entered while configuring the DHCP pool. To view the VLAN values, the data collection must finish. Click Select VLANs to enable snooping on more VLANs. Step 5 Step 6 Step 7 You can select one of the following: Click Add to add new DHCP pools. The Add New DHCP Pool pop-up appears. See Adding DHCP Pools for more information. Select a DHCP pool and click Edit to modify its settings. Select a DHCP pool and click Delete to delete a DHCP pool. Click Next. The Specify Hostname and Join Window pane appears. Click Next. The Schedule Deployment pane appears. See Scheduling Smart Install Configuration Jobs, for more information 6-10
Chapter 6 Configuring Smart Install Director Step 8 Click Finish to deploy the configurations on the SI director. Adding DHCP Pools To add new DHCP pools: Step 1 Step 2 Step 3 Step 4 Step 5 Select Work Centers > Smart Install > Configure > Setup Smart Install Director. The Configure Smart Install Director single-page wizard appears. From the Select Devices pane, select one or more SI-capable devices to provision as SI directors. Click Next. The Define Smart Install groups pane appears with the list of Smart Install groups. Click Next. The DHCP Settings pane appears Click Add to add new DHCP pools. 6-11
Configuring Smart Install Director Chapter 6 The Add New DHCP Pool pop-up appears with the following details: Field Pool Name Network Address Network Mask Default Gateway File Server Enter the name of the DHCP pool. Enter the subnet network number of the DHCP pool. For example, 1.1.1.0 Enter the subnet mask of the DHCP pool network. For example, 255.255.255.0 Enter the IP address of the default gateway. Enter the IP address of TFTP server. It can be the IP address of: LMS Server SI Director External TFTP Server Step 6 Click Save, or Save and Add Another, or Cancel. Configuring Host Name and Join Window You can specify a hostname prefix and the join window in this pane. The last three bytes of the client switch MAC address prefixed by the string entered in the Hostname Prefix text box will form a hostname. Join window is the period during which DHCP requests are processed by the SI director. See, Understanding Join Window for more information. 6-12
Chapter 6 Configuring Smart Install Director To configure hostname and join window for Smart Install groups: Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Select Work Centers > Smart Install > Configure > Setup Smart Install Director. The Configure Smart Install Director single-page wizard appears. From the Select Devices pane, select one SI-capable device to provision as SI director. Click Next. The Define Smart Install groups pane appears. You must configure a minimum of one SI group. See Configuring Smart Install Groups, for more information. Click Next. The DHCP Settings pane appears. See Configuring DHCP Settings, for more information. Click Next. The Specify Hostname and Join Window pane appears. Enter the Hostname Prefix The last three bytes of the client switch MAC address prefixed by the string you specify here will form a hostname. This field cannot be blank. For the Join Window Enter the start date and start time. Enter the end date and end time. If you do not enter the end date and end time, you can select the Recurring check box to schedule the join window at the same time every day of the week. Click Next. The Schedule Deployment pane appears. See Scheduling Smart Install Configuration Jobs, for more information. Click Finish to deploy the configurations on the SI director. Understanding Join Window If a join window is not configured, then a zero touch upgrade can happen at any time. If a join window is configured, a zero touch upgrade is possible only during join window. If a switch connects to the director at a time other than during the join window, the Smart Install configuration and image files are not automatically downloaded. Instead the new switch receives the default files from the DHCP server. This feature provides more control and prevents unauthorized switches from receiving the Smart Install configuration. Scheduling Smart Install Configuration Jobs Every configuration is deployed as a job. In many workflows the Schedule Deployment pane appears at the end. It displays details of the schedule and job options. Note Smart Install uses NetConfig protocol order to communicate with the device. See Defining the NetConfig Protocol Order, for more information. Table 6-2 describes the fields and options in the Schedule Deployment page. 6-13
Configuring Smart Install Director Chapter 6 Table 6-2 Fields in the Schedule Deployment Page Field Scheduler Job E-mail Job Options Fail on Mismatch of Config Versions Sync Archive before Job Execution Copy Running Config to Startup Enable Job Password Login Username Login Password Specifies when you want to run the job. Select one of the following: Immediate Runs the job immediately. Once Runs the job once at the specified date and time. Daily Runs daily at the specified date and time. Weekly Runs weekly at the specified days of the week and at the specified time. Monthly Runs monthly at the specified day of the month and at the specified time. Enter a description for the job. This is mandatory. You can enter only alphanumeric characters. Enter e-mail addresses to which the job sends messages. You can enter multiple e-mail addresses separated by commas. Select this check box to cause job to be considered a failure when the most recent configuration version in the configuration archive is not identical to the most recent configuration version that was in the configuration archive when you created the job. Select this check box to cause the job to archive running configuration before making configuration changes. Select this check box to cause the job to write the running configuration to the startup configuration on each device after configuration changes are made successfully. This does not apply to Catalyst OS devices. Enter the login username to access the device. This option is available to you if you have set the appropriate job password policy in Admin > Network > Configuration Job Settings > Config Job Policies. This overrides the credentials that you have entered at the time of adding the device in the Device and Credentials Administration module. Enter the login password to access the device. This option is available to you if you have set the appropriate job password policy in Admin > Network > Configuration Job Settings > Config Job Policies. This overrides the credentials that you have entered at the time of adding the device in the Device and Credentials Administration module. 6-14
Chapter 6 Configuring Smart Install Director Table 6-2 Fields in the Schedule Deployment Page Field Enable Password Failure Policy Enter the Enable password to access the device. This option is available to you if you have set the appropriate job password policy in Admin > Network > Configuration Job Settings > Config Job Policies. This overrides the credentials that you have entered at the time of adding the device in the Device and Credentials Administration module. Select one of these options to specify what the job should do if it fails to run on a device. Stop on failure If the job fails to execute on a device, the job is stopped. The database is updated only for the devices on which the job was executed successfully. Ignore failure and continue If the job fails on a device, the job skips the device and continues with the remaining devices. The database is updated only for the devices on which the job was executed successfully. Rollback device and stop Rolls back the changes on the failed device and stops the job. Rollback device and continue Rolls back the changes on the failed device and continues the job. Rollback job on failure Rolls back the changes on all devices and stops the job. Click Preview CLI to see the CLI commands that will be applied to the Smart Install devices. You can select a device from the Preview CLI pop-up and see the CLI commands. You can modify an instance of a configuration task (and its configuration commands) at any time before the job is scheduled. Click Finish after you review the CLI commands. A notification message appears along with the Job ID. The newly created job appears in the Smart Install Job Browser (Work Center > Smart Install > Jobs). See Managing Smart Install Jobs for more details. 6-15
Managing Config and Image for Clients Chapter 6 Defining the NetConfig Protocol Order To define or modify the NetConfig protocol order: Step 1 Step 2 Step 3 Step 4 Step 5 Select Admin > Collection Settings > Config > Config Transport Settings. The Transport Settings page appears. Select NetConfig from the Application drop-down list. Select a protocol from the Available Protocols pane and click Add. If you want to remove a protocol or change the protocol order, you must remove the protocol using the Remove button and add the protocol, again. The list of protocols that you have selected appears in the Selected Protocol Order pane. Click Apply. A message appears, New settings saved successfully. Click OK. Managing Config and Image for Clients To manage the configuration files and the image files of the client switches select Work Centers > Smart Install > Configure > Manage Config and Image files for Client. For the Smart Install director to configure the client switches, the client switches must download config files and images from one of the following: Smart Install director The SI director will take the image and configuration files from the LMS server, and place them in the flash memory. See Location of the configuration and image files in the LMS server for more information. TFTP boot directory of the LMS server See Location of the configuration and image files in the LMS server for more information. An external TFTP server If you select an external TFTP server as the server for downloading images and configuration files, you must have the image files, and copy the image files and config files to the TFTP boot directory before provisioning Smart Install director. The Smart Install director points the client switches to the TFTP server from which the images and config files can be downloaded. 6-16
Chapter 6 Managing Config and Image for Clients Location of the configuration and image files in the LMS server The configuration files should be available in: On Windows, NMSROOT\files\rme\smartinstall\configs On Solaris and Soft Appliance, /var/adm/cscopx/files/rme/smartinstall/configs/ The image files need to be in the Software Image Management (SWIM) repository located at: On Windows, NMSROOT\files\rme\repository On Solaris and Soft Appliance, /var/adm/cscopx/files/rme/repository These files will be listed when you configure the SI director. To manage the configuration files and the image files: Step 1 Step 2 Step 3 Create configuration files using Config Editor. Click the link to the Config Editor from the Manage Config Files and Images page. To load the config files from the LMS server, or the Smart Install director, you need to create the files using Config Editor. The files that you create here will be listed when you provision the Smart Install director. To create configuration files using Config Editor, you must open the configuration file in RAW mode and click the Export to Server icon in the Config Editor page to save the config to: NMSROOT\files\rme\smartinstall\configs (On Windows) /var/adm/cscopx/files/rme/smartinstall/configs (On Solaris and Soft Appliance) You can click the Export to Client icon in the Config Editor page to download the config file to client. Add images to the SWIM repository in LMS. To load the images from the LMS server, or the Smart Install director, you need to add images to SWIM repository (Configuration > Tools > Software Image Management). Note You can add only tar images to the SWIM repository. Bin images will not appear as Smart Install uses archive download command to push the images to the clients. If you have tar images in the SWIM repository, they will be listed when you provision the Smart Install director. Step 4 Click the link to the SWIM repository from the Manage Config Files and Images page. 6-17
Managing Smart Install Director Chapter 6 Managing Smart Install Director You can manage the Smart Install director in your network. You can also disable the director capability as well as delete specific Smart Install configurations from the selected director. To view the SI groups configured on the director, the Telnet and SSH credentials of the director must match the credentials in DCR. To manage the Smart Install director in your network: Step 1 Step 2 Select Work Centers > Smart Install > Configure > Manage Director. The Manage Smart Install Director page appears with the details of the Smart Install directors. You can: Select a Smart Install director and click Edit SI Configurations to edit its configuration and other settings. The Edit Smart Install Groups pane and the related panes appear in the single-page wizard. For more information, see: Configuring Smart Install Groups Configuring DHCP Settings Configuring Host Name and Join Window Scheduling Smart Install Configuration Jobs Or Select a Smart Install director and click Disable SI Configurations to disable the director capability as well as delete specific Smart Install configurations from the selected director. The Remove Smart Install Configurations pane appears. For more information, see Removing Smart Install Configurations from an SI Director. Removing Smart Install Configurations from an SI Director To disable the director capability as well as delete specific Smart Install configurations from the selected director: Step 1 Step 2 Step 3 Select Work Centers > Smart Install > Configure > Manage Director. The Manage Smart Install Director page appears Select a Smart Install director and click Disable SI Configurations. The Remove Smart Install Configurations pane appears. You can select the Disable the director capability check box to disable the director capability of the selected SI director. 6-18
Chapter 6 Generating Smart Install Reports Step 4 Step 5 Step 6 You can also exclude specific Smart Install configurations from the selected director. The available options are: Delete all Smart Install configurations Delete default image and configuration settings Delete Smart Install Custom groups. Click Select Custom groups and select the SI groups that you want to delete. Delete Smart Install Built-in groups. Click Select Built-in groups and select the built-in SI groups that you want to delete. Delete DHCP pool Select DHCP pool. Click DHCP pool and select the DHCP pools that you want to delete. Delete DHCP Snooping on. Click VLANs and select the VLANs that you want to delete. Delete hostname prefix for client Delete join window. Click Next. The Schedule Deployment pane appears. See Scheduling Smart Install Configuration Jobs, for more information Click Finish in the Schedule Deployment pane to deploy the configurations on the SI director. Generating Smart Install Reports Select Work Centers > Smart Install > Reports. Or Select Reports > Fault and Event > Syslog > Smart Install. The Syslog Custom Report page appears. To generate this report: Step 1 Step 2 Step 3 Select the required devices using the Device Selector or Group Selector. Enter the information required to generate the required report. After you enter the required information, click Finish. The columns in the generated Syslog Analyzer Smart Install report are: Column Device Name Interface Name of the Smart Install device. Name or IP address of the interface in that device generating the Syslog message. 6-19
Generating Smart Install Reports Chapter 6 Column Timestamp Facility Sub-Facility Severity Mnemonic Time when the Syslog message was generated. The format used by timestamp is: mmm dd yyyy hh:mm:ss where: mmm represents month dd represents date yyyy represents year hh represents hour mm represents minute ss represents second Example: Nov 18 2010 12:24:36 Facility is SMI. Sub-Facility is the subfacility in the device that generated the Syslog message. In most cases, this is blank. An example of an entry in this field is CCM_CDR_INSERT-GENERIC-0-OutOfMemory. The severity level for the messages. The following are the severity codes: 0 Emergencies 1 Alerts 2 Critical 3 Errors 4 Warnings 5 Notifications 6 Informational Code that uniquely identifies the error message. For example, UPLOAD, RELOAD,CONFIG. of the Syslog message. 6-20
Chapter 6 Managing Smart Install Jobs Managing Smart Install Jobs You can browse the Smart Install jobs that are deployed on the SI director. Using the Smart Install Job Browser you can manage Smart Install jobs; you can stop, or delete jobs using this job browser. To invoke the Smart Install job browser: Select Work Center > Smart Install > Jobs. The Smart Install job browser appears with a detailed list of all scheduled Smart Install jobs. The browser has the following information: Column Job ID Status Owner Scheduled at Completed at Schedule Type Unique number assigned to job when it is created. For periodic jobs such as Daily, and Weekly, the job IDs are in the number.x format. The x represents the number of instances of the job. For example, 1001.3 indicates that this is the third instance of the job ID 1001. Click on the hyperlink to view the Job details (see Viewing Job Details). Status of the job: Successful When the job is successful. Failed When the job has failed. The number, within brackets, next to Failed status indicates the count of the devices that had failed for that job. This count is displayed only if the status is Failed. Stopped When the job has been stopped. Running When the job is in progress. Waiting When the job is awaiting approval (if job approval has been enabled). Rejected When the job has been rejected (if job approval has been enabled). of the job, entered at the time of job creation. Username of the job creator. Date and time at which the job was scheduled. Date and time at which the job was completed. Type of job schedule Immediate, Once, Daily, Weekly, Monthly. For periodic jobs, the subsequent instances of periodic jobs will run only after the earlier instance of the job is complete. For example: If you have scheduled a daily job at 10:00 a.m. on November 1, the next instance of this job will run at 10:00 a.m. on November 2 only if the earlier instance of the November 1 job has completed. If the 10.00 a.m. November 1 job has not been completed before 10:00 a.m. November 2, then the next job will start only at 10:00 a.m. on November 3. You can filter the jobs displayed in the Smart Install Job Browser using any of the following criteria and clicking Filter. When you click Filter, you can select any of the following criteria from the Filter by drop-down list, enter the details in the textbox, and click Go. 6-21
Managing Smart Install Jobs Chapter 6 Filter Criteria Job ID Status Owner Scheduled at Completed at Schedule Type Select Job ID and enter the Job IDs that you want to display. For a non-periodic job, the specified Job ID appears in the browser. For periodic jobs, all the instances of the selected Job ID will also be displayed in the browser. Select Status and enter any one of these: Successful Failed Stopped Running Scheduled Approved Waiting Rejected Select and enter the complete description. Select Owner and enter the full name. Select Scheduled at and enter the date and time at which the job was scheduled. Select Completed at and enter the date and time at which the job was completed. Select the schedule type and enter any one of these: Immediate Once Daily Weekly Monthly You can click Refresh icon to refresh the Smart Install job browser, and Refresh Job icon to refresh the selected Smart Install job. Records for all jobs need to be purged periodically. You can schedule a default purge job for this purpose (Admin > Network > Purge Settings > Config Job Purge Settings). 6-22
Chapter 6 Managing Smart Install Jobs You can perform the following operations using the Smart Install job browser. (See Table 6-3): Table 6-3 Button Stop Delete Refresh Refresh Job Operations Using the Smart Install Job Browser Stops or cancels a running job. You can stop or cancel a running job. You will be asked to confirm the cancellation of the job. However, the job will be stopped only after the devices currently being processed are successfully completed. This is to ensure that no device is left in an inconsistent state. If the job that you want to stop is a periodic job, you will also be asked whether you want to cancel all the instances of the job. Click OK to cancel all instances. If you click Cancel, only the selected instance of the job is cancelled. The next instance of the job will appear in the Job browser with the status Scheduled. Unless you own the job, your login determines whether you can use this option. You cannot restart the stopped job. Deletes the selected job from the job browser. You can select more than one job to delete. You will be asked to confirm the deletion. If the job that you have selected for deletion is a periodic job, this message appears: If you delete periodic jobs, or instances of a periodic job, that are yet to be run, the jobs will no longer run, nor will they be scheduled to be run again. You must then recreate the deleted jobs. Do you want to continue? Click OK to confirm the deletion. The job, and its instances will be deleted. You can delete a job that has been successful, failed, or stopped, but you cannot delete a running job. Unless you own the job, your login determines whether you can use option. You must stop a running job before you can delete it. Refreshes the Smart Install job browser. Refreshes the job and you can see the current status of the job. Viewing Job Details From the Job Browser dialog box, you can learn more about any job by viewing its details. The Job Details appears below the list of Smart Install jobs. The details are grouped into three parts: Work Order Device Details Job Summary 6-23
Managing Smart Install Jobs Chapter 6 Page/Folder Work Order Device Details Job Summary Displays general information about the job: Job policies Job approval details (if you have enabled job approval) Device details Task CLI commands that will be executed on the selected devices as part of this job Contains detailed job results for each device in a table: Device List of devices on which the job ran. Status Status of job (success, failure, etc.) Message A message about the status of a job. If the job failed on the device, the reason for failure is displayed. If the job was a success on that device, the message Deploy Successful is displayed. You can filter the devices by selecting a status and clicking Filter. This page displays the number of rows you have set for display in the Rows per Page field. You can increase the rows up to 500 in each page. You can navigate among the pages of the report using the navigation icons at the right bottom of this table. Click on a device to view the details such as protocol, status and reason when applicable, task used, and the CLI output for that device. These details appear in a pop-up window. Double-click to display status folders that correspond to possible device status. Click to display summary of completed job: General Info: Status Start Time End Time Job Messages: Pre-job Execution Post-job Execution Device Update: Successful Failed Not attempted Pending 6-24