Wednesday, May 28, 2014

HP CSA Implementation




I know the above picture is little confusing but don’t worry I break it down and explain in detail. By the time I am done explaining you all will be happy.
HARDWARE AND SOFTWARE REQUIREMENTS
1.       VMware vSphere infrastructure / Microsoft Hyper V: For the sake of Simplicity we will use VMware vSphere. We Need vSphere 4.0 /5/5.5 and above and vCenter 4.0 and above ready and installed. This is the first step.
2.       We need Software medias for HP Cloud Service Automation, 2.00, HP Server Automation, 9.02, HP Operations Orchestration (OO)9.00.04, HP Universal CMDB 9.00.02, HP Software Site Scope, 11.01,HP Insight Software6.2 Update 1
3.       DNS, DHCP and NTP systems are already installed and configured. NTP information should be part of VM templates
4.       SQL Server 2005 or Microsoft® SQL Server 2008 or Microsoft® SQL Server 2012 , Oracle 11g, both 32-bit and 64-bit versions may be used for CSA database.

5.       We will install  HP Cloud Service Automation, 2.00, HP Server Automation, 9.02, HP Operations Orchestration (OO)9.00.04, HP Universal CMDB 9.00.02, HP Software Site Scope, 11.01,HP Insight Software6.2 Update 1 Servers step by step and configure them 

CSA INFRASTRUCTURE INSTALLATION AND CONFIGURATION STEP BY STEP:
HP CSA Database Server:
We can use either  SQL Server 2005 or Microsoft® SQL Server 2008 or Microsoft® SQL Server 2012 , Oracle 11g, both 32-bit and 64-bit versions
So Create a VM or a Physical server with your choice of Operating system.
Note: How to create a VM /Physical server and OS installation is Out of scope. Everyone should know how to do this.
Install your database. Please collect following values during installation of your database, as these would be required for CSA configuring.
Name
Description
Database or Instance Name
<Database or Instance Name>
User ID
<Database User ID>
Password
<Database User Password>
Host Name or IP Address
<Database Server Host Name or IP Address>
Port
<Database Server Port>
User Table Space
<User Table Space Name>
Temporary Table Space
<Temporary Table Space Name>





Install HP Universal CMDB Server
Note: The installer has the appropriate media or download access to obtain HP UCMDB patch 9.02. How to create a VM /Physical server and OS installation is Out of scope.
So Create a VM or a Physical server with your choice of Operating system( Please see Support Matrix).

HP CMDB

Install UCMDB 9.02.
Once The UCMDB is installed, Start the UCMB_Server Service
---Start > Program>HP UCMDB> Start HP Universal CMDB Server
------ Monitor the service status by browsing to: http://localhost: 8080/status. You will need to wait until the Default Client status is up on the status page. This takes approximately five minutes


Name
Value
Example
HP UCMDB Host Name or IP Address
<HP UCMDB Server Host Name or IP Address>

HP UCMDB Port
<nnnn> l
8080
HP UCMDB User Name
<Administrator Name>
admin
HP UCMDB User Password
<Administrator Password>
admin


Install HP Operations Orchestration
1)       Create a VM or a Physical server with your choice of Operating system ( Please see Support Matrix).
2)      Install SQL/Oracle Database
3)      OO Central Installation: Run the install executable appropriate for your system. CentralInstaller-9.00.exe (for 32-bit systems) or  CentralInstaller64-9.00.exe (for 64-bit systems)
4)      OO Studio Installation: Run the install executable appropriate for your system: StudioInstaller-9.00.exe (for 32-bit systems) or StudioInstaller64-9.00.exe (for 64-bit systems)
5)      Install Patch and Content Installer Updates: The following patches, content installer updates, and SA content updates must be installed in the following order:
Install OO 9.00.01 Patch
Install OO 9.00.02 Patch
Install OO 9.00.03 Content Installer Update
Install OO 9.00.04 Content Installer Update
Install SA 9.00.02 Content for OO
Install SA 9.00.04 Content for OO

Collect the following information about the HP OO installation so that it can be referenced during HP CSA integration


Name
Value
Example
Host Name or IP Address
<OO Server Host Name or IP Address>

Administrator ID
<OO Administrator ID>l
admin
Administrator Password
<OO Administrator Password>

HP OO Central SSL URL
<OO Central URL for SSL Access>
https://<host_name>:8443







Install HP Server Automation


1)      Create a VM or a Physical server with your choice of Operating system ( Please see Support Matrix).
2)       The back-end database (Microsoft® SQL Server, Oracle, or MySQL) has been installed and the installer has access to an administrative account on the database
3)      CSA Requires a minimum product level of Server Automation 9.02 with patch opsware_40.0.3287.0-patch installed
4)      http://support.openview.hp.com/selfsolve/manuals can guide you how to install HP SA
5)      Collect the following information about the HP SA  installation so that it can be referenced during HP CSA integration


Name
Description
Example
Host Name or IP Address
<HP SA Server Host Name or IP Address>
hpsa.example.com le
Administrator ID
<HP SA Administrator ID>
admin
Administrator Password
<HP SA Administrator Password>

HP Server Automation SSL URL
<URL for SSL Access>
https://hpsa.example.com


Install HP SiteScope
HP sitescope is a complicated  installation. You will need a  SiteScope specialist to configure it.

Configure SiteScope
Only the following task can be performed prior to running the HP CSA Installer.

Task 1: Modify HP SiteScope 11.0:HP SiteScope 11.0 installs with a default of secured API calls required for configuring monitors. HP CSA does not support secured API calls; therefore you must change this setting. To re-configure HP SiteScope 11.0 not to use secure APIs, you need to make the
following change to the HP SiteScope 11.0 configuration:
a Stop the HP SiteScope service.
c:\>net stop SiteScope
b Edit the HP SiteScope master configurations file: master.config file found
in the <sitecopeInstallDir>\groups directory.
Change the requiresCredentials=true property value as follows:
_accessControlled=false
c Restart the SiteScope service:
c:\>net start SiteScope

Collect the following information about the HP SA  installation so that it can be referenced during HP CSA integration
Name
Value
Example
Host Name or IP Address
<HP SiteScope Server Host Name or IP Address>

Port
<nnnn>
8080
Protocol
<protocol>
http
User Name HP
<HP SiteScope Administrator ID>
admin
Password
<HP SiteScope Administrator Password>
admin



Install HP Cloud Service Automation Server

1)      Install The HP CSA on the same Machine on which HP OO is installed
2)      HP CSA installer installs the HP CSA files to a location specified during installation or to the default location:C:\Program Files\Hewlett-Packard\CSA.
3)      The installer requests information on file locations so that it can install HP CSA files to those locations
Prompt
Response
Please choose install folder
For example: c:\Program Files\Hewlett-Packard\CSA\
Where would you like to install product icons?
Select one of the following choices:  In a New Program Group <enter folder location> " In an Existing Program Group <enter folder location> " In the Start Menu " On the Desktop " In the Quick Launch Bar " Other <enter or browse to folder location> " Don’t create icons "
Create icons for all users?
Mark checkbox to create icons for all users

4)      Run the appropriate setup file: For 64-bit machines: setup_x64.exe or For 32-bit machines: setup_x86.exe. The introduction screen appears





Click Next


Select the installation folder and then click Next.
               — Click Next to accept the default location that appears in the text box.
               — Click Choose to browse to the folder where the files should be installed.

               — Click Restore to Default Folder to replace the current location in the text box with the default folder location


Click the button identifying the shortcut location where you would like to create product icons. Click Next. The Pre-Installation Summary screen appears




Review your selections.
— Click Previous to return to previous screens and make changes.
— Click Install to begin installation process.

The Installation Complete screen appears when the installation completes.




Perform Post-Installer Integration Configuration

Create HP CSA Database

The HP CSA solution requires a database for resource management. The files laid down by the installer include scripts for setting up the appropriate tables in one of the following database systems:
• Temporary Database (This is a built-in database used for proof-of-concept installations. It is not intended for use in production environments.)
• Microsoft® SQL Server
• MySQL
• Oracle


HP CSA DATABASE In Microsoft® SQL Server

Copy C:\Program Files\Hewlett-Packard\CSA\scripts\mssql-schema.sql script from the HP CSA system to the Microsoft® SQL Server system. For example,  copy to c:\mssql-schema.sql
Log in to the Management Studio on your Microsoft® SQL Server using your Microsoft® SQL Server credentials.
Right-click on the Databases folder.
Select New Database.
Enter the Database Name (for example, CSA).
Click OK.
Select File -> Open -> File.
Browse to c:\mssql-schema.sql. Click Open.The exact path is the path specified in step 1.
In the Database dropdown, select the CSA database.
Click Execute.
Click New Query. In the Database dropdown, ensure the CSA database is selected.Enter the following commands:
alter database csa set allow_snapshot_isolation on;
alter database csa set read_committed_snapshot on;
Click Execute


HP CSA DATABASE In Oracle

Copy C:\Program Files\Hewlett-Packard\CSA\scripts\oracle11g-schema.sql script from the CSA system to the Oracle system. For example, copy to C:\oracle11g-schema.sql.
Create an Oracle user and associated tablespace for use with HP CSA. Grant dba permissions to this Oracle user.
Log in to SQL Plus as the new Oracle user for HP CSA.
Run the following command:
@”c:/oracle11g-schema.sql”




Configure HP Operations Orchestration

The HP CSA solution includes a number of HP OO flows that perform the HP CSA operations including creating, terminating, and updating virtual machines.The tasks required to allow HP OO to integrate successfully with vCenter.
• Task 1: Launch Operations Orchestration and Import OO Flows
• Task 2: Set Remote Action Services
• Task 3: Configure System Accounts Settings
• Task 4: Configure System Properties Settings
• Task 5: Check RAS Timeout Settings



 Task 1: Launch Operations Orchestration and Import OO Flows


To Import Modifiable Flows:
1 Launch the OO software by selecting:
Start -> All Programs -> Hewlett-Packard -> Operations Orchestration -> HP Operations Orchestration Studio
2 Login to this software using the following credentials:
Username: admin
Password: admin
3 From the OO menu, select Repository -> Import Repository.
4 Select the <CSA_Install_Dir>/CSAKit/OOFlows folder
5 Click the Apply button







6 Verify that a CSA 2 folder is present under Library in the Public Repository.
7 In the My Changes/Checkouts window, right-click on the Library and Configuration folders. Click Repository -> Check In Tree option. This causes the CSA folder in the Public Repository to change from bold format to non-bold format



To import sealed OO Flows:


The CSA 2 (Factory) folder contains OO flows that are sealed. The files in the CSA 2 (Factory) folder (Figure 3) contain the version of the OO flows provided as part of HP CSA installation. If you wish to revert to an initial factory version for one of the flows, CSA 2 (Factory) must be imported onto your OO machine. Repeat step 3 through step 7 inTask 1 replacing CSA 2 folder with CSA 2 (Factory) folder


Task 2: Set Remote Action Services


1 Log in to OO Studio.
2 Select the Configuration tab.
3 Set the Remote Action Services > RAS_Operator_Path:https://<FQDN>:9004/RAS/services/RCAgentService
4 Set the System Properties > CSA REST URI:https://<csa_hostname>:8444/csa/secure/rest
5 Set the System Accounts > CSA REST Authentication.
   User Name: integration
   Password: cs@c10ud






Task 3: Configure System Accounts Settings



1 A System Account can be created by right-clicking on the System Accounts folder and selecting New.
2 Enter Account Name and credentials
Name of System Account
System Username & Password
CSA REST Authentication
<Credentials for CSA REST Authentication>
saSystemAccount
<Credentials for HP Server Automation>ri
sitescopeSystemAccount
<Credentials for SiteScope>
smtpSystemAccount
<Credentials for SMTP>
standardUnixAccount dest
<Credentials for systems saved in Unix SiteScope>
ucmdbSystemAccount
<Credentials for HP UCMDB>


Task 4: Configure System Properties Settings

1 A System Property can be created by right-clicking on the System Properties folder and selecting New.
2 Enter System Property and credentials.
Name of System Property
Value
csaEmailFrom
<your designated HP CSA email>
HCSAKIT_HOME Do
<c:\Program Files\Hewlett-Packard\CSA\CSAKit>; change this to your HP CSA install folder, if you installed to a non-default path.
CSA REST_URI
https://<csa_hostname>:8444/csa/secure/rest
saHostSystemProp
<The fully qualified domain name of your host system containing HP Server Automation>
saPortSystemProp
443
saVersionSystemProp
sas9
Name of System Property
Value
sitescopeHostSystemProp
<The fully qualified domain name of your host system containing SiteScope>
sitescopePortSystemProp
8080
sitescopeProtocolSystemProp
http
smtpHostIpPortProp
25
smtpHostSystemProp
l<IP address of the Email server for all notification emails>
uCmdbHostSystemProp
<Host system containing uCMDB>iate
uCmdbPortSystemProp
8080
uCmdbVersionSystemProp
9


Task 5: Check RAS Timeout Settings

Remote Access Server (RAS) operations are subject to a default timeout limit of 20 minutes on OO Central for remote RAS operations. To support RAS operations that are likely to take more than 20 minutes to complete, you can change the RAS timeout setting






HP UCMDB Configuration

Two files must be copied to your HP UCMDB server and then imported to HP UCMDB: ucmdb_query.xml and ucmdb_view.xml.

Task 1: Import XML files to HP UCMDB


1 Login to HP UMCDB server as an Administrator.
2 Log in to the HP OO server or wherever the HP CSA Installer laid down the HP CSA files.
3 Navigate to the CSA\templates folder. If you used the default location, navigate to: C:\Program Files\Hewlett-Packard\CSA\templates
4 Copy ucmdb_query.xml and ucmdb_view.xml from \CSA\templates to the HP UCMDB machine.
5 In a browser window, open the HP UCMDB console.
6 On the left navigation window, select Modeling Studio.
7 In the Resource Type, select Queries.
8 Click the Import XML icon on the Resources menu bar.
9 Browse to the ucmdb_query.xml file location on the HP UCMDB machine.

10 Highlight the ucmdb_query.xml file and click Import. The Cloud Service Automation Query appears in the Root directory.


11 In the Resource Type, select Views.
12 Click the Import XML icon on the Resources menu bar.
13 Browse to the ucmdb_view.xml file location on the HP UCMDB machine.

14 Highlight the ucmdb_view.xml file and click Import. Cloud Service Automation appears in the Root directory..


Task 2: Create the Cloud Service Automation Query Manually

If the ucmdb_query.xml file fails to import, create a query using the HP UCMDB Modeling Studio.
1 In the uCMDB user interface, click Modeling Studio -> Select Resources tab.
2 From the top menu, select Resource -> New -> Query to open the interface for creating the query.
3 Drag the following nodes from the CI Types tab to the query creation interface:
— Business Application
— InfrastructureService
— CiCollection
— Node
— Interface
4 Create relationships between the above nodes such that :
— Business Application contains InfrastructureService (containment relationship)
— InfrastructureService contains CiCollection
— CiCollection contains Node
— Between Node and Interface create a Composition relationship. The Composition cardinality between Node and Interface should be 0 (zero) or greater


Task 3: Create the Cloud Service Automation View Manually

If the ucmdb_view.xml file fails to import, create a view using the HP UCMDB Modeling Studio.
1 In the HP UCMDB user interface click Modeling Studio -> Select Resources tab.
2 From the top menu, select Resource -> New -> Pattern View.
3 In the New Pattern View screen that opens:
a Select Choose base query.
b Select the Cloud Service Automation Query generated in Task 2 on page 52.
c Click Ok.
4 Save the view as Cloud Service Automation.


HP Server Automation Configuration


Install the HP SA Client
• The Server Automation (HP SA) client software can be installed on the HP Operations Orchestration machine.
• The SA Client does not register right away. A delay occurs before you can continue with other steps.
These steps configure HP SA to allow read and write access to the various areas required. For these steps we will create a new account called hpcsa and a new group called hpcsa-admin and assign the proper permissions. These steps configure SA to allow read and write access to the various areas required.

Task 1: Create CSA Service Account

1 Browse to the HP Server Automation SSL URL.
2 Enter SA Administrator username and login credentials.
3 Click Log In.
4 Click Users & Groups under Administration navigation menu item.
5 Click New User in the Users tab toolbar: a)  Complete the following fields:
Field
Entry
Last Name
Service Account
First Name
CSA
Full Name
CSA Service Account
Email Address
<Your Email Address>
User Nam e
hpcsa
Password
<Select a password to use and enter it >le
Confirm Password
<Reenter selected password>
  b) Select Superusers from the Group Membership list to enable this option.
  c)Click Save
6 Click Log Out


Task 2: Create CSA Administrators Group

1 Browse to the HP Server Automation SSL URL.
2 Enter SA Administrator username and login credentials.
3 Click Log In.
4 Click Users & Groups under Administration navigation menu item.
5 Select the Groups Tab
6 Click New Groups:
a)      Complete the following fields
Field
Entry
Group Name
hpcsa-admin
Group Description
HPCSA Administrators
Not Assigned
Read & Write
Opsware
Read
b)      Click Save.
7 Click hpcsa-admin from the list of groups.
 a) Select the Users tab.
    – Add the following users to hpcsa-admin group:
      admin
      hpcsa
    – Click Save.
 b) Select the Facilities tab.
    – Select Read & Write to the appropriate facility.
      If only one facility, select Read & Write for that one.
    – Click Save.
 c) Select the Features tab
    – Click the Select All checkbox in the header row to select all features.
    – Click Save.
 d) Select the Client Features tab
   – Change all values to Read & Write and Yes where applicable.
   – Click Save.
 e) Select the Other tab
  ) – Check all boxes except Generate Security Reports.
 f Select OGFS Permissions tab.
    – Click Add Permission and enter the following permissions
Category
Permission
Features
Select Run Command on Server
tServers
Select the Customers option Select Not Assigned from the list box
Login Names
Check Opsware user name Check Log in as and enter root
  -Click Grant
  -Click ADD permission and enter the following permissions
Features--------Select Launch Global Shell


Task 3: Validate CSA Service Account
1 Browse to the HP Server Automation SSL URL and verify that the HP/Opsware SA Web Client login screen appears.
2 Login using the CSA Service Account credentials you created in the Task 1: Create CSA Service Account.
3 Verify that the OPSWARE SAS Web Client home page is displayed. (A List of Tasks and Jobs appears)
4 Click the Managed Servers option (on the left side of the screen) and verify that a list of servers with their IP addresses and operating system information appears.
5 Select Log Out and close the web browser.


Task 4: Validate Server Automation Client

1 Connect to the system where HP Operations Orchestration is installed.
2 Verify that the HP Server Automation Client is installed.
a If an icon appears on the desktop labeled HP Server Automation Client or a link appears in the Start Menu, the client is installed. Continue to step 3.
b If neither the icon nor the Start Menu link appear, the client is not installed.
– Browse to the Server Automation SSL URL and select Download Opsware Launcher at the Server Automation logon screen.
– Install the Server Automation client using the default parameters.
3 Launch the HP Server Automation Client with the following credentials.
username = hpcsa
password = <hpcsa password>
Core Server = <SA Server Host Name>
4 Verify that the HP Server Automation application starts and Device Groups appear within the left hand navigation pane.’
5 Click All Managed Servers and verify that a list of servers with their names, IP addresses and operating system information appears.
6 Exit the HP Server Automation application.



HP SiteScope Configuration

The HP CSA Installer lays down several files pertinent to HP SiteScope configuration. Typically, the default location is on the HP Operations Orchestration machine at:
c:\Program Files\Hewlett-Packard\CSA\
The CSA\scripts\sis directory contains several HP SiteScope files

File
Description
csaInstall.properties
Properties file that needs to be configured prior to running install.bat
CSA-servers.tmpl CSA-servers-autoimport.tmpl
SiteScope templates that install.bat will install.
install.bat ntial
Batch file that must be run to create a system profile and install templates after the csaInstall.properties file has been configured. ibute
Readme
Contains detailed instructions for the csaInstall.properties file.
setJavaHome.bat
Install.bat used to verify JavaHome settings.
sisFlowInstaller.jar
The installer file called by Install.bat.

Configure HP SiteScope

HP SiteScope configuration consists of the following tasks:
• Task 1: Import the HP CSA Templates and Credentials Files
• Task 2: Manually Import the SiteScope Monitor Templates
• Task 3: Confirm Monitor Templates Appear in HP SiteScope

Task 1: Import the HP CSA Templates and Credentials Files
1 Log in to the HP SiteScope server as Administrator.
2 Log in to the HP OO machine, or wherever the HP CSA Installer laid down the HP CSA files.
3 Navigate to the CSA\scripts folder.
4 Copy the entire sis directory to a temporary location on the HP SiteScope
server, such as the desktop.
5 On the HP SiteScope server, open a Command window and change to the temporary location.
6 Edit the csaInstall.properties file, which contains all configurable installation parameters.
a You must provide the following installation parameter for the HP SiteScope server:
sisDir = <SiteScope install directory> (usually c:\Sitescope)
b Confirm that the following installation parameters are correct:
SiSFQDN = <SiteScope Server Hostname or IP address>
SiSIPPort = <SiteScope Port Number>
SiSUserName = <SiteScope Server Login Name>
SiSPassword = <SiteScope Server Password>
7 Run the following command:
install.bat
If all goes well, the system reports SUCCESSFUL INSTALL; otherwise it reports
ERRORS ENCOUNTERED.
Domain: leave blank unless necessary
Login: specify an administrative user for managed systems of this
operating system
Password: the administrator log-in password
8 Press Save.


Task 2: Manually Import the SiteScope Monitor Templates

1 In the HP SiteScope Dashboard, create a template container for the HP CSA server monitor templates:
a In the Templates context, click New, and then click New Template Container.
b In the New Template Container dialog box, enter the following information:
— Name: CSA templates
— Description: <Descriptive text>
2 Import the SiteScope templates to the new template container:
a In the Templates context, right-click the template container you created in step 1, and then click Import.
b In the HP SiteScope Import Template dialog box, enter the following information:
— File Name: csa-servers.tmpl
— Path: <C:\SiteScope\export>


Task 3: Confirm Monitor Templates Appear in HP SiteScope

1 Go to the SiteScope dashboard and review contents of the Templates folder






a Expand the LINUX folder and select %%host%%-LINUX
b Verify that the Select predefined credentials option is selected, and that LINUX-CSA-TARGETS is shown in the Credential profile field.
c Expand the Windows folder and select %%host%%-WINDOWS
d Verify that the Select predefined credentials option is selected, and that WINDOWS-CSA-TARGETS is shown in the Credential profile field.
3 Verify preferences.
a Click the Preferences context.
b Click Credential Preferences. Verify the following targets are listed:
LINUX-CSA-TARGETS
WINDOWS-CSA-TARGETS


Configure HP CSA Authentication

Please download the guide from HP CSA authentication.

First Time Setup Wizard

Run the First Time Setup Wizard


Task 1: Run the First Time Setup Wizard for the first time

1 Start HP Cloud Service Automation service, if not already started.
a On the server that hosts HP CSA navigate to Control Panel -> Administrative Tools -> Services.
b Locate HP Cloud Service Automation in the Services listing.
c Start the HP Cloud Service Automation service.
2 Start the First Time Setup Wizard.
a Open a browser window (Internet Explorer or Firefox).
b At the address line enter:
http://localhost:8081/csa
c Enter first time user credentials, or, if changed, credentials for any user granted access according to the chapter: Configure HP CSA Authentication:
Username: admin
Password: cloud
3 Select the Database Type. The choices are:
Temporary Data Storage (not intended for production systems)
MySQL
MS SQL Server (valid for 2005 or 2008)
Oracle
After you select the database, the remaining database selections appear.

4 Complete the database information


Setting
Value
Database Name
<User selected name, such as csa

or csadb>

It must match the database name
Database Hostname
<Hostname of server where
Database Port
<nnnn> such as 3306
Database Username
<username>

Your Microsoft® SQL Server, MySQL, or Oracle database administrator user

name
Database Password
<password> Your Microsoft® SQL Server, MySQL, or Oracle database administrator password


5 Click Validate Settings to confirm the database connection. if successful, a checkmark and success message appear beside Validate Settings

6 Click Next.

7 Complete the OO Settings





Setting
Value
URL
<URL where OO Central is located>
Username
<Administrator User Name>
Password
<Administrator Password>

8 Click Validate Settings to confirm the URL and credentials.
9 If successful, a congratulations screen appears.
— Use Next and Previous to edit the Database and OO Settings screens.
10 Click Finish to accept Settings
Prepare a VMWare Template to Self-Register with HP SA
When preparing a virtual machine as a template to be used to clone many new virtual machines, leave the configuration as generic as possible. No hostname can be configured, and the network configuration can be obtained via DHCP.
Install and test the appropriate VMware Tools on the virtual machine.
Install the HP Server Automation agent. The agent registers the template with the HP Server Automation system so that this machine is in a "Managed" state for the next step.
An APX utility in the HP Server Automation system library is run to prepare the agent on the virtual machine to re-install and register with the HP Server Automation system on the next bootup.
The virtual machine is shut down, and converted to a template.

Delete the virtual machine server record from the HP Server Automation system

Task 1: Provision an Operating System on a Virtual Machine
1 Boot the virtual machine and ensure that it's connected to the network. Verify that the HP Server Automation system is reachable.
2 Discover the virtual machine in the Unmanaged Servers window in HP Server Automation. You can scan an entire subnet, or explicitly enter the IP address for the virtual machine and initiate a scan to discover it.


3 Select the virtual machine, right-click, and then select Manage Server. A new dialog box appears




4 Provide the appropriate login credentials, and select the action to verify prerequisites, copy installer, and install the agent. Set any desired Installer Options at this time, referring to the HP Server Automation documentation for details

Click OK

When the installation process completes successfully, the agent is installed, and the virtual machine is visible in the All Managed Servers tab. The hostname has not been set, as we plan to convert this virtual machine to a generic template. So, the virtual machine appears in the Managed Servers tab with a default host name



6 Look up the virtual machine Object ID.
a From the Server Information Properties tab select the virtual machine and

b Select Properties.




c Record the Object ID


Task 2: Sanitize the Agent Configuration on a Template Machine

To prepare the agent on our virtual machine template to install and register a new machine server with HP Server Automation each time we create a new clone, we must "sanitize" the agent configuration on our template machine.
1 Switch to the Library tab in the HP Server Automation client.
2 Expand the Extensions folder.
3 Select Program


4 Locate the BRDC HPSA agent sanitizer APX.


5 Execute the BRDC HPSA agent sanitizer APX.
a Select the APX.
b Right-click and choose Run. The “Run Program Extensions” dialog box displays.
c Select the Options tab

d Under Runtime Options, enter the Object ID previously obtained for the virtual server template.




d Under Runtime Options, enter the Object ID previously obtained for the virtual server template.
e Select Start Job. A progress window appears.
f After this job completes successfully and the agent has been prepared, shut down the virtual machine.
g Using the vSphere client, convert this virtual machine to a Template.
h The last step is to clean up the server records for the virtual machine template from HP Server Automation. In the All Managed Servers tab:
– Deactivate the server.
– Delete the server.


Task 3: Basic Customization



1 On the VCenter environment click View->Management->Customization Specifications Manager.
2 Click the New icon.
3 Select your Target Virtual Machine OS (Either Windows or Linux depending on which you want to create. You can create one of each).
4 If creating a Windows one name it useVmName_Windows. If creating a Unix one name it useVmName_Linux.
5 Customize as appropriate, noting two important items:
— On the screen with the NetBIOS Name you must choose: Use the virtual machine name

— If the virtual machine name exceeds 15 characters, it will be truncated. (I have included a screen shot).









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