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VMware VCLOUD REQUEST MANAGER 1.0.0 Configuration Manual

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Download this manual See also: Manual
Request Manager Installation and
Configuration Guide
vCloud Request Manager 1.0.0
This document supports the version of each product listed and
supports all subsequent versions until the document is replaced
by a new edition. To check for more recent editions of this
document, see http://www.vmware.com/support/pubs.
EN-000475-00

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Summary of Contents for VMware VCLOUD REQUEST MANAGER 1.0.0

  • Page 1 Configuration Guide vCloud Request Manager 1.0.0 This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition. To check for more recent editions of this document, see http://www.vmware.com/support/pubs. EN-000475-00...
  • Page 2 VMware products are covered by one or more patents listed at http://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies.

  • Page 3: Table Of Contents

    Access the Request Manager Admin Portal without Active Directory 28 Access the Request Manager User Portal 28 Administration Overview 31 Active Directory 31 Request Manager Roles 35 Connecting to Multiple Instances of VMware vCloud Director 37 Incoming Email Server 44 Workflow Management 47 Cloud Blueprints 57 Defining Providers 59...
  • Page 4 Request Manager Installation and Configuration Guide Defining Software Products Options 63 Viewing Software License Allocation 65 Associating Software Products with vApp Templates 66 Index 69 VMware, Inc.

  • Page 5: About This Book

    Windows or Linux system administrators who are familiar with virtual machine technology and datacenter operations. Document Feedback VMware welcomes your suggestions for improving our documentation. If you have comments, send your feedback to docfeedback@vmware.com. Technical Support and Education Resources The following technical support resources are available to you.
  • Page 6 Request Manager Installation and Configuration Guide VMware, Inc.

  • Page 7: About Vcloud Request Manager

    Request Manager layers over the top of vCloud Director and communicates with it primarily through the vCloud API. In this way, a single instance of vCloud Request Manager can support multiple private clouds and even public cloud providers, delivering a unified end user portal and request management across a hybrid cloud. VMware, Inc.
  • Page 8 Request Manager Installation and Configuration Guide Figure 1-1. High-Level Request Manager Architecture Figure 1-2. Detailed Request Manager Architecture VMware, Inc.
  • Page 9 The user responsible for registering the available software licenses. Asset Managers “Request Manager Roles,” on page 35 for information about Request Manager user roles and permission. Software Components Request Manager requires the following software components. An Oracle database. An Active Directory server. VMware, Inc.
  • Page 10 For example, Domain Users. VMware vCloud Director must be installed (on another server within the vCloud Director domain) before Request Manager can be configured. An account with vCloud system administrator privileges must be pre-configured for Request Manager to use.

  • Page 11: How Request Manager Uses Network Ports

    Inbound E-mail server port for POP3 Outgoing Inbound E-mail server port for IMAP Incoming Inbound HTTP for Request Manager user Outgoing Outbound REST (HTTP) for VMware vCloud Director 389 (non SSL) Outgoing Outbound Active Directory using LDAP 636 (SSL) Outgoing...

  • Page 12: Installation Planning Worksheet

    Protocol? Network Port Number Make sure that the default ports used are available for Oracle, vCloud Port numbers used? Assignments Director, and inbound and outbound email servers. See “How Request Manager Uses Network Ports,” on page 11. VMware, Inc.

  • Page 13: Finding More Information

    In addition to this guide, documentation for this product includes the following: The Request Manager 1.0 Release Notes provide product overview and a description of known issues. The VMware vCloud Request Manager User's Guide provides a product overview and general tasks for end users.
  • Page 14 Request Manager Installation and Configuration Guide VMware, Inc.

  • Page 15: Request Manager System Requirements

    18 “Security,” on page 19 System Requirements Request Manager is compatible with the following VMware releases, servers, browsers, operating systems, and databases. vCloud Director Request Manager requires vCloud Director 1.0. The following lists the system requirements for vCloud Director.
  • Page 16 Table 2-2. Request Manager User Portal Support Operating System Browsers Windows XP Internet Explorer 7 and above, Mozilla Firefox 3 and above, and Chrome 4.0 and above Windows 7 Internet Explorer 7 and above, Mozilla Firefox 3 and above, and Chrome 4.0 and above VMware, Inc.

  • Page 17: Oracle Configuration

    Oracle DBA must configure applications to have the resources they need (For example, increase the connection limit; move databases to separate servers). During heavy loads, some resources may not be available (For example, the max number of connections may be exceeded) and can result in application errors. VMware, Inc.

  • Page 18: Performance And Scalability

    Organizations per Private Cloud 3.7 sec/resource Members per Organization 0.3 sec/resource Catalogs per Organization 0.8 sec/resource Catalog Items per Catalog 1.0 sec/resource Total Running vApp Instances per vCloud Director 5000 2.1 sec/resource Instance Running vApp Instances per Organization 2.1 sec/resource VMware, Inc.

  • Page 19: Security

    If either of the Active Directory or vCloud Director server certificates have not been issued to fully qualified host name, these certificates will need to be re-issued on those servers by the administrator of those servers. Please consult the documentation for these products for instructions on how to re-issue these certificates. VMware, Inc.
  • Page 20 Request Manager Installation and Configuration Guide Installing a Security Certificate Request Manager requires a security certificate to connect to VMware vCloud Director. Optionally, Request Manager can communicate with the Active Directory server over SSL. In these cases, you must install a security certificate to ensure successful communication.

  • Page 21: Installing Request Manager

    Request Manager User Portal,” on page 28. Install Request Manager VMware vCloud Request Manager software is distributed as an executable file named , where x.x.x represents the version number and nn represents vmware-vcloud-request-manager- x.x.x - nn .exe the build number.

  • Page 22: Configure Request Manager

    The outgoing email server connection information. The user name and password of the email server. The incoming email server connection information. Microsoft Active Directory: The hostname or IP address of the AD Server. The user name and password of the AD administrator. VMware, Inc.
  • Page 23 Chapter 3 Installing Request Manager VMware vCloud Director: The hostname of the vCloud Director Server. The fully-qualified user name and password of the vCloud Director administrator. Install the vCloud Directory security certificate. See “Installing a Security Certificate,” on page 20.
  • Page 24 Select Skip this step to move to the next configuration screen. If you choose to skip vCloud Director Server configuration, configure vCloud Director Server settings using the Request Manager Admin Portal. See “Connecting to Multiple Instances of VMware vCloud Director,” on page 37.
  • Page 25 What to do next Click Admin URL to access the Request Manager Admin Portal to make configuration changes and assign roles to users. Click Portal URL to access the Request Manager User Portal to view cloud and application inventory data. VMware, Inc.
  • Page 26 Request Manager Installation and Configuration Guide VMware, Inc.

  • Page 27: Accessing Request Manager

    The Request Manager Admin Portal is used by vCloud Administrators, Blueprint Administrators, and Asset Managers to perform management tasks. VMware vCloud Request Manager uses technology from VMware Service Manager. When you log into the vCloud Request Manager Admin Portal, it is labeled VMware Service Manager.

  • Page 28: Access The Request Manager Admin Portal Without Active Directory

    In the Login window, enter your Request Manager user name and password and click Login. Use your Active Directory credentials for your Request Manager user name and password. The Request Manager application displays the contents of a single organization or cloud and lists the applications that are deployed in the current cloud. VMware, Inc.
  • Page 29 If you have access to multiple clouds (For example, if you are a member of multiple development teams or projects), you can switch between clouds using the cloud drop-down menu. You can switch between different filtered views of these applications using the filtering options on the toolbar. See the VMware vCloud Request Manager User's Guide.
  • Page 30 Request Manager Installation and Configuration Guide VMware, Inc.

  • Page 31: Administration Overview

    This chapter includes the following topics: “Active Directory,” on page 31 “Request Manager Roles,” on page 35 “Connecting to Multiple Instances of VMware vCloud Director,” on page 37 “Incoming Email Server,” on page 44 “Workflow Management,” on page 47 “Cloud Blueprints,”...
  • Page 32 Synchronization with large domains can take a very long time. If only a subset of the users in a domain need to use Request Manger, VMware recommends that you configure the root naming context of the connection string to be specific to those users. For example, if all the required users reside in the Engineering organizational unit (OU) you could enter for the connection string.
  • Page 33 Request Manager scans it associated Active Directory source daily. You can create a new schedule or modify and existing one to specify how often Request Manager scans the source. Prerequisites You have vCloud Administrator privileges. Request Manager has access to the Active Directory source. VMware, Inc.
  • Page 34 Click the Statistics tab. This tab shows the number of resources scanned, updated, deleted, and so on. Click the Synchronization Log tab. This tab displays errors logged during the scan. Double-click an error message to view more details. VMware, Inc.

  • Page 35: Request Manager Roles

    Creating or editing workflow tasks to accommodate company-specific approval processes. Managing integrated sources. Assign Roles to Users Use the Request Manager Admin Portal to assign administration roles to users. VMware recommends that you assign the following roles to each type of user. VMware, Inc.
  • Page 36 You can only assign one default workflow management group. 11 Click OK. The Request Manager Person record is updated with the relevant details. The user can now log on to the Request Manager Admin Portal. VMware, Inc.

  • Page 37: Connecting To Multiple Instances Of Vmware Vcloud Director

    Connecting to Multiple Instances of VMware vCloud Director You can connect to one or more instances of vCloud Director to Request Manager. VMware vCloud Request Manager scans each instance of VMware vCloud Director to validate the list of Clouds, vApp Templates, and deployed vApps.
  • Page 38 Organization Cloud Provider Network External Network Provider vDC Provider vDC User Cloud Members vDC Resource > vApp vApp vDC Resource > vApp Template vApp Template Prerequisites You have vCloud Administrator privileges. You successfully added the vCloud Director instance. VMware, Inc.
  • Page 39 Double-click the resource you want to import. Specify how the information from vCloud Director will be mapped to Request Manager. VMware recommends that you copy the existing mappings defined in Request Manager for the vCloud Director source created during installation.
  • Page 40 Double-click the link you want to import. Specify how the information from vCloud Director will be mapped to Request Manager. VMware recommends that you copy the existing mappings defined in Request Manager for the vCloud Director source created during installation.
  • Page 41 Click the Sources tab. Click Add to add a source. Select the vCloud Director source you want to scan using this schedule. Click OK. Click Save. What to do next View the synchronization results and create event mappings. VMware, Inc.
  • Page 42 The list of available vCloud Director event types recognized by Request Manager appears on the screen. Any events that have defined how vCloud Director information translates into Request Manager has Mapped selected. Select the event type you want to map and click the Select Resource Type button. VMware, Inc.
  • Page 43 When Notified externally and Call or Request is closed Close When Resolved externally Add note When Resolved externally and Call or Request is closed Close When Deleted externally Add note When Deleted externally and Call or Request is closed VMware, Inc.

  • Page 44: Incoming Email Server

    You can use the Request Manager Admin Portal to add a new incoming email server or modify the existing settings. Request Manager supports POP3 (Post Office Protocol 3) and IMAP (Internet Message Access Protocol) for incoming email. After you set up an incoming email server, you can test the settings. VMware, Inc.
  • Page 45 You can add an incoming email server that communicates using POP3 Procedure In the Request Manager Admin Portal, open System Administration > System > Email Settings. Click the Add button below the Incoming Email Servers section. Select POP3. VMware, Inc.
  • Page 46 Enter the User ID of the incoming email server in To Address, enter a subject and message, and click Request Manager reports on the status of the test. Select the incoming email server and click Test. Request Manager reports on the status of the test. VMware, Inc.

  • Page 47: Workflow Management

    Release Software Licenses defines the process of releasing software licenses when vApps are deleted in vCloud Director. When a vCloud Director event that indicates a vApp being deleted is fielded by Request Manager, a request is created to update any software licenses that were taken up by the vApp. VMware, Inc.
  • Page 48 To add specific people as approvers: Select People. Type all or part of the person's name and click Find. You can type the wildcard symbol to search for all people. Select the people to add as approvers and click Add. VMware, Inc.
  • Page 49 Sender and Recipient, which enables addition of fields relating to a person data, for example, First Name, Surname, Email ID and so on. To remove a data field from the message template, select the field on the template, right click and select Delete. VMware, Inc.
  • Page 50 In addition to Approved state and Rejected state, an arrow can have a Regardless state. In this case, the workflow will progress to the following task, regardless of the resulting state of the Customer Approval Task. VMware, Inc.
  • Page 51 Click Save. Open Designer. Select Task on the left of the window and click Create. The Screen Details window appears. Enter the screen details. Option Description Select Message Template. Create Enter a name for the new email template. Name VMware, Inc.
  • Page 52 Click on the message template for the new recipient and select an existing message template from the drop-down list. For example, select Provision vApp - Notify Declined. Click Save on the Task Details window to save the changes you made to the task. VMware, Inc.
  • Page 53 Scripts are first added through the VMware Service Manager Server Console. Users can then specify any of these scripts to be run when a Run External Procedure Task becomes active in a workflow. Additional parameters can be passed from the Task or Request to the external task in order to fine tune the script.
  • Page 54 Below is a list of data fields that can be passed as parameters to an external command. Square brackets must be used in Parameters to indicate that the text refers to a data field. Table 5-5. Common Request Data Fields Reference Field Description Data Type REQUEST:REQUEST_NO Request No REQUEST:REQUEST_TITLE Request Title String VMware, Inc.
  • Page 55 Table 5-7. Provision Cloud Data Fields Reference Field Description Data Type REQUEST:EXTFLDV_3900028$AR_PR Provider/Location String IMARY_ASSET.DISPLAY REQUEST:EXTFLDV_3900028$AR_PR Provider vDC String IMARY_ASSET.EXTFLDV_390008$AR _PRIMARY_ASSET.DISPLAY REQUEST:SERVICE_ACTION_REF Cloud Blueprint String $AR_PRIMARY_ASSET.DISPLAY REQUEST:EXTFLDV_3900030 Cloud Title (User-friendly) String REQUEST:EXTFLDV_3900031 Cloud Description Text VMware, Inc.
  • Page 56 In the Task Details window, click Save. Configure Request Completion Statuses You can add, delete, and change the order of request completion statuses. You cannot delete the Unspecified request completion status and VMware recommends that you do not rename it. Prerequisites You have vCloud Administrator privileges.

  • Page 57: Cloud Blueprints

    You must be have Blueprint Administrator or vCloud Administrator privileges. Procedure Click CMDB Items in the Request Manager Admin Portal. The New CMDB Item window appears. Select Cloud Blueprint TEMPLATE and click Create from Template. The Cloud Blueprint Details window appears. VMware, Inc.
  • Page 58 Search for the Cloud Blueprint using CMDB Item Search. Select the Cloud Blueprint to delete and click Delete on the search toolbar. The Cloud Blueprint is deleted and no longer available to consumers when requesting a cloud in the Request Manager User Portal. VMware, Inc.

  • Page 59: Defining Providers

    Select Configuration Item and double-click on Provider on the second panel. Provider is entered in CMDB Item Type and the search criterion is selected. Click Search at the bottom of the search criteria panel. The search results are shown on the right of the window. VMware, Inc.

  • Page 60: Polling Service

    You can manually stop a polling service. Procedure Select the Control Panel option from the Windows Start menu. The Windows Control Panel appears. Select Administrative Tools > Services. Right-click the service you want to stop and select Stop from the menu. VMware, Inc.

  • Page 61: About Software License Management

    You can create a Software Product to help manage licenses for a particular product. Prerequisites You have Asset Manager privileges. Procedure Click CMDB Items in the Request Manager Admin Portal. The New CMDB Item window appears. Click the list icon on the right of CMDB Item Type. VMware, Inc.

  • Page 62: Edit A Software Product

    Delete a Software Product Use Request Manager to delete a Software Product. Prerequisites You have Asset Manager privileges. Procedure Search for the Software Product using CMDB Item Search. Select the Software Product to delete and click Delete on the search toolbar. VMware, Inc.

  • Page 63: Add License Information To A Software Product

    Associate software products to vApp Templates. Defining Software Products Options You can define the manufacturers and asset lifecycle status for Software Products. Define Manufacturers You can create, edit, or delete a Manufacturer. Prerequisites You have Asset Manager privileges. VMware, Inc.
  • Page 64 Select the status you want to edit. Click within the entry such that the row is editable. Change the name of the status. To delete a status: Select the status you want to delete. Click Delete on the toolbar. Click Save. VMware, Inc.

  • Page 65: Viewing Software License Allocation

    Open a Software Product and navigate to the licensing section. Click the In Use tab. The In Use List displays all vApps that are consuming licenses of the software product. Click Filter Columns. The Column Configs window is displayed. VMware, Inc.

  • Page 66: Associating Software Products With Vapp Templates

    You can search for all vApp templates and then update the Software Products associated with a vApp template. “Update the Software Products Associated with a vApp Template,” on page 68 for information about associating Software Products to a vApp template. VMware, Inc.
  • Page 67 The fields are added to the right Visible Criteria column under VM Software Licenses. Click Move Up or Move Down to position the section on the criteria panel. Click OK. The Search Criteria Configuration window is closed. The CMDB Search Criteria is updated. VMware, Inc.
  • Page 68 You can add multiple Software Products into each VM Software Licenses field. To remove a Software Product, select the Software Product and click the remove icon. The selected Software Product is removed from the VM x Software Licenses field. Click OK. What to do next VMware, Inc.

  • Page 69: Index

    Director, performance 18 security certificates Active Directory 19 finding more information 13 installing 20 vCloud Director 19 warnings 20 installation, planning worksheet 12 software licenses installation overview 21 allocation 65 available 65 in use 65 licenses, about 61 VMware, Inc.
  • Page 70 Software Product associations 67 vCloud Director adding an instance 37 configuring event mappings 42 configuring link mappings 39 configuring resource mappings 38 multiple instances 37 synchronization results 42 synchronization schedule 40 workflow approval email 49 workflow approvers 48 workflow management 47 VMware, Inc.

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