Ucs Director Admin Guide

Cisco UCS Director Administration Guide, Release 4.
December 16, 2013
Cisco Systems, Inc. www.cisco.com

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Text Part Number: OL-30729-01
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CONTENTS
Preface
xi xi xi xiii xiii xiii
Audience Conventions
Related Documentation Documentation Feedback
Obtaining Documentation and Submitting a Service Request New and Changed Information for this Release New and Changed Information Overview
2-1 1-1 1-1
About Cisco UCS Director 2-1 Features and Benefits 2-2 Physical and Virtual Management Features Model-Based Orchestration 2-4 Initial Login
2-5 2-6
2-4
Recommended Order of System Setup Managing Users and Groups Managing User Types 3-1 User Types 3-1 Default User Permissions
3-1
3-2
Managing Groups 3-7 Creating a Group or Customer Organization Password Policy 3-8 Group Budget Policy 3-9 Resource Limits 3-9 Configuring the Administration Profile 3-11 Creating the admin Profile 3-11 Changing the admin Password 3-12 Adding Users 3-12 Viewing Current Online Users 3-13 Managing User Access Profiles 3-14 Multi-Role Access Profiles 3-14 Creating a User Access Profile 3-14
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Contents
Editing a User Access Profile 3-14 Deleting a User Access Profile 3-15 Logging in to a Profile 3-15 Default Profile 3-15 Authentication and LDAP Integration 3-16 Configuring Authentication Preferences LDAP Integration 3-17 Single Sign-On 3-19
3-16
Branding 3-19 Branding Groups and Customer Organizations Login Page Branding 3-20 Managing System Administration Settings Setting Up the Outgoing Mail Server
4-1 4-1
3-19
Configuring System Parameters (Optional) 4-2 Configuring System Parameters (Optional) 4-2 Configuring Infrastructure System Parameters (Optional) Updating the License
4-3 4-4 4-4
4-3
Verifying License Utilization Viewing Resource Usage Data Edit Application Categories
Viewing License Utilization History

4-4 4-5
Customizing the Portal 4-6 Customizing the Login Page and Background Images Customizing the Application Logo 4-6 Customizing Favicons 4-6 Customizing the Application Header 4-7 Customizing the Date Display 4-7 Customizing the Color Theme 4-8 Customizing Logout Redirect 4-8 Customizing Reports
4-8
4-6
Advanced Controls 4-8 Enabling Advanced Controls User Menus 4-9 Setting User Menus
4-10
4-9
User Permissions 4-10 Setting User Permissions Managing System Tasks

4-10
4-10
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Creating a Node Pool 4-11 Creating a System Task Policy 4-11 Assigning a Node Pool to a System Task Policy 4-11 Creating a Service Node 4-12 Assigning a System Policy to a System Task 4-13 Executing System Tasks 4-13 Disabling a System Task 4-13 Managing Icons 4-14 Adding an Icon 4-14 Editing an Icon 4-14 Deleting an Icon 4-15 Previewing an Icon 4-15 Support Information 4-15 Viewing Support Information Managing Integration Settings
5-1 5-1 4-15
Configuration Management Database Integration Setting Up CMBD Integration 5-1 Metering Data Export 5-2 Setting Up Metering Data Export Change Records 5-2 Viewing Change Records System Logs 5-3 Setting up System Logs Storage and OVF Upload Multiple Language Support
5-3 5-4 6-1 5-2 5-2
5-3
Managing a Physical Infrastructure
About Managing a Physical Infrastructure 6-1 Adding a Site 6-1 Adding a Pod 6-2 Adding a Physical Account 6-2 Adding Multi-Domain Manager Account 6-4 Adding a Network Element 6-4 Enabling DHCP Logging 6-5 Testing Connectivity 6-5 Testing Connectivity of Managed Network Elements Testing Connectivity of Physical Accounts 6-5 Enabling Device Discovery
6-6 6-5
Contents
Managing a Virtual Infrastructure
7-1
About Managing VMware 7-1 Creating a Cloud 7-1 Downloading the PowerShell Agent Installer Creating a PowerShell Agent 7-3 Verifying Cloud Discovery and Connectivity Testing the Connection 7-3 Viewing vCenter Plug-ins Managing Policies
8-1 7-4 7-3
7-2
Policies 8-1 Computing Policies
8-1
Data Collection Policy 8-3 Configuring a Data Collection Policy for a Virtual Account 8-3 Associating the Data Collection Policy for a Virtual Account 8-4 Storage Policies 8-4 Storage Policies for Multiple VM disks 8-4 Adding and Configuring a Storage Policy 8-5 Virtual Storage Catalogs 8-6 Network Policies 8-7 Adding a Static IP Pool Policy 8-7 Adding a Network Policy 8-8 Network Provisioning Policies 8-9 VLAN Pool Policies 8-10 System Policies 8-11 Configuring a System Policy OS Licenses 8-13 Managing Virtual Data Centers
8-11
9-1 9-1
About Managing Virtual Data Centers
VDC Actions 9-1 Adding a VDC 9-1 Viewing a VDC 9-3 Editing a VDC 9-3 Deleting a VDC 9-4 Cloning a VDC 9-4 Managing Application Categories in a VDC VDC Service Profiles 9-5 Adding VDC Service Profiles
9-5
9-4
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Contents
Managing Catalogs
10-1 10-1
About Managing Catalogs Publishing a Catalog

10-1
Publishing Advanced Catalogs 10-4 Publishing Advanced Catalogs 10-4 Viewing a Catalog Editing a Catalog Deleting a Catalog
10-5 10-5 10-6
Cloning Catalogs 10-6 Cloning a Catalog 10-6 Assessing Hosts for Deployment Using Self-Service Provisioning About Self-Service Provisioning
10-6 11-1 11-1
Service Requests 11-1 Creating a Service Request with Catalog TypeStandard Service Request with Catalog TypeAdvanced 11-3 Service Request Workflow and Details 11-4 Service Request Workflow 11-4 Service Request Details 11-5 Viewing a Service Requests Workflow Status Viewing a Service Requests Log 11-6 About Scheduling a Service Request 11-6 Scheduling Service Requests 11-6 About Resubmitting a Service Request 11-7 Resubmitting a Service Request 11-7 Other Service Request Functions 11-7 Canceling a Service Request 11-7 Rolling Back a Service Request 11-8 Viewing Service Requests for a Particular Group 11-8 Searching the Service Requests History for a Group 11-8 Exporting the Service Requests History for a Group 11-8 Reinstating an Archived Service Request 11-9 Service Request Approval Process 11-9 Approving a Service Request 11-9 Rejecting a Service Request 11-10 Viewing the Service Requests Approvals History 11-10 Searching the Service Request Approvals History 11-10
11-1
11-6
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Contents
Exporting Service Request Approvals History Service Request Budgeting 11-11 Viewing the Current Month Budget Availability Viewing Budget Entries 11-11 Adding a Budget Entry 11-11 Editing a Budget Entry 11-12 Deleting a Budget Entry 11-12 Multiple Disk VM Provisioning
12-1 12-1 12-2
11-10
11-11
About Multiple Disk VM Provisioning About Templates with Multiple Disks Assigning Disk Categories
12-2
Workflow for Multiple Disk VM Provisioning

12-2
Defining the Storage Policies 12-2 Creating a Storage Policy 12-3 Creating a Catalog 12-4 Adding a Catalog 12-4 Creating a VM Disk
12-7 13-1 13-1
Using the Chargeback Module About Chargeback Features Budget Policies 13-2 Configuring a Budget Policy Cost Models 13-2 Creating a Cost Model
13-2
13-2
Modifying a VDC to Include a Cost Model 13-4 Adding a Cost Model to a VDC 13-4 Editing a VDC to Include a Cost Model 13-5 Package-Based Cost Models 13-6 Creating a Package-Based Cost Model Storage Tier Cost Models 13-8 Assigning a Cost to a Tier 13-8 Assigning a Datastore to Tiers 13-8 Assigning a Datastore to a Tier 13-9 Chargeback Reports 13-9 Viewing a Current Month Summary 13-10 Viewing the Previous Months Summary 13-10 Viewing the Monthly Resource Accounting 13-10 Viewing the VM Level Resource Accounting Details
13-6
13-10
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Viewing the VM Level Chargeback Details 13-10 Exporting the Monthly Resource Accounting Details 13-11 Exporting the VM Level Resource Accounting Details 13-11 Exporting the VM Level Chargeback Details 13-11 Change Records 13-11 Accessing Change Records Chargeback Calculations
13-12 14-1 13-12
System Monitoring and Reporting Dashboard 14-1 Enabling the Dashboard 14-1 Adding Report Widgets 14-2 Refresh Widget Data 14-2
Summary 14-2 Viewing Virtual Machine, Cloud and System Summary Information Customizing Summary Report Widgets 14-2 Inventory Management 14-3 Accessing System Inventory Details Resource Pools 14-3 Accessing Resource Details Clusters 14-3 Accessing Clusters Images 14-4 Accessing Images
14-3 14-3 14-3
14-2
14-4
Host Nodes 14-4 Accessing Host Nodes
14-4
VMs 14-4 Accessing VMs 14-4 Accessing Group Level VMs Topology 14-5 Accessing Topology Types Assessment 14-5 Accessing Assessments Reports 14-5 Accessing Reports Managing Life Cycles Resizing a VM
15-2 14-6
14-4
14-5
14-5
15-1 15-1
Managing VM Power Settings
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Contents
Managing VM Snapshots 15-2 Creating VM Snapshots 15-3 Reverting to a Snapshot 15-3 Marking a Golden Snapshot 15-4 Deleting a Snapshot 15-4 Deleting All Snapshots 15-4 Configuring the Lease Time for a Virtual Machine
15-5
Managing VM Actions 15-5 Viewing VM Details 15-6 Using Stack View 15-6 Deleting a VM 15-7 Creating a VM Disk 15-7 Deleting a VM Disk 15-8 Adding vNICs 15-8 Replacing a vNIC 15-9 Deleting vNICs 15-10 Launching the VM Client 15-10 Enabling the VNC Console on a VM 15-10 Accessing the VNC Console Window for a VM 15-11 Assigning a VM 15-11 VM Credentials 15-12 Using the Inventory Collection Request for a VM 15-12 Testing VNC Connectivity 15-13 Cloning a VM 15-13 Moving a VM to VDC 15-16 Resynchronizing a VM 15-16 Managing CloudSense Analytics About CloudSense Analytics Generating a Report
16-2 16-2 16-1 16-1
Generating an Assessment
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Preface
This preface contains the following sections:

Audience, page xi Conventions, page xi Related Documentation, page xiii Documentation Feedback, page xiii Obtaining Documentation and Submitting a Service Request, page xiii
Audience
This guide is intended primarily for pod administrators who use Cisco UCS Director and who have responsibilities and expertise in one or more of the following:

Server administration Storage administration Network administration Network security
Conventions
Table 1 Conventions Used in this Document
Text Type GUI Elements
Indication GUI elements such as tab titles, area names, and field labels appear in this font. Main titles such as window, dialog box, and wizard titles appear in this font.
Document titles TUI elements System output
Document titles appear in this font. In a Text-based User Interface, text the system displays appears in this font. Terminal sessions and information that the system displays appear in this font.
xi
Table 1
Conventions Used in this Document
Text Type CLI Commands [] {x | y | z} [x | y | z] string <> [] !, #
Indication CLI command keywords appear in this font. Variables in a CLI command appear in this font. Elements in square brackets are optional. Required alternative keywords are grouped in braces and separated by vertical bars. Optional alternative keywords are grouped in brackets and separated by vertical bars. A nonquoted set of characters. Do not use quotation marks around the string or the string will include the quotation marks. Nonprinting characters such as passwords are in angle brackets. Default responses to system prompts are in square brackets. An exclamation point (!) or a pound sign (#) at the beginning of a line of code indicates a comment line.
Note
Means reader take note. Notes contain helpful suggestions or references to material not covered in the document.
Tip
Means the following information will help you solve a problem. The tips information might not be troubleshooting or even an action, but could be useful information, similar to a Timesaver.
Caution
Means reader be careful. In this situation, you might perform an action that could result in equipment damage or loss of data.
Timesaver
Means the described action saves time. You can save time by performing the action described in the paragraph.
Warning
IMPORTANT SAFETY INSTRUCTIONS This warning symbol means danger. You are in a situation that could cause bodily injury. Before you work on any equipment, be aware of the hazards involved with electrical circuitry and be familiar with standard practices for preventing accidents. Use the statement number provided at the end of each warning to locate its translation in the translated safety warnings that accompanied this device. SAVE THESE INSTRUCTIONS
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Related Documentation
Cisco UCS Director Documentation Roadmap
For a complete list of Cisco UCS Director documentation, see the Cisco UCS Director Documentation Roadmap available at the following URL: http://www.cisco.com/en/US/docs/unified_computing/ucs/ucs-director/doc-roadmap/b_UCSDirectorD ocRoadmap.html
Cisco UCS Documentation Roadmaps

For a complete list of all Cisco UCS B-Series documentation, see the Cisco UCS B-Series Servers Documentation Roadmap available at the following URL: http://www.cisco.com/en/US/docs/unified_computing/ucs/overview/guide/UCS_roadmap.html For a complete list of all Cisco UCS C-Series documentation, see the Cisco UCS C-Series Servers Documentation Roadmap available at the following URL: http://www.cisco.com/en/US/docs/unified_computing/ucs/overview/guide/UCS_rack_roadmap.html
Documentation Feedback
To provide technical feedback on this document, or to report an error or omission, please send your comments to ucs-director-docfeedback@cisco.com. We appreciate your feedback.
Obtaining Documentation and Submitting a Service Request

For information on obtaining documentation, submitting a service request, and gathering additional information, see the monthly What's New in Cisco Product Documentation, which also lists all new and revised Cisco technical documentation. Subscribe to the What's New in Cisco Product Documentation as a Really Simple Syndication (RSS) feed and set content to be delivered directly to your desktop using a reader application. The RSS feeds are a free service and Cisco currently supports RSS version 2.0.
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CH A P T E R
New and Changed Information for this Release

This chapter contains the following sections:
New and Changed Information, page 1-1
New and Changed Information

The following table provides an overview of the significant changes to this guide for this current release. The table does not provide an exhaustive list of all changes made to this guide or of all new features in this release.
Feature Advanced Controls
Description The following features were added:
Where Documented Advanced Controls section on page 4-8
System task remoting enables the remote execution of system tasks in a UCS Director scalability deployment model. Service providers can be enabled in UCS Director. Chapter 13, Using the Chargeback Module About CloudSense Analytics section on page 16-1 Configuring System Parameters (Optional) section on page 4-2
Chargeback features
Several changes were made to the chargeback features in UCS Director. New reports were added while others were removed. Changes were made to the infrastructure system parameters.
CloudSense Analytics Infrastructure System Parameters
1-1
Chapter 1 New and Changed Information
Feature
Description
Where Documented
Inventory Management section on Inventory Management You can monitor the system inventory using the dashboard. page 14-3 Any changes to the physical infrastructure are updated to the dashboard. The dashboard displays the entire system level infrastructure information for administrative management. License Utilization History The number of licensed network Viewing License Utilization History and storage controllers, servers, section on page 4-4 server and desktop VMs, and small and medium pods can be tracked over time to see how network resources are being utilized. Adding Multi-Domain Manager Account Cisco UCS Director Release v4.1 supports multi-domains. A section on page 6-4 multi-domain manager account can be created for a newly created physical account. Cisco UCS Director Release v4.1 supports VM provisioning of multiple disks from a template. Chapter 12, Multiple Disk VM Provisioning
Multi-Domain Manager Account
Multiple Disk VM Provisioning
Network Policy
Network policy information has Chapter 8, Managing Policies changed.
Chapter 6, Managing a Physical Physical Infrastructure The Physical Infrastructure chapter was added. Cisco UCS Infrastructure Director discovers all components in the newly created physical account. Self-Service Provisioning Site Management System Tasks Several changes were made to the way self-service provisioning is done for VMs. Chapter 11, Using Self-Service Provisioning
A site can be created for a newly Adding a Site section on page 6-1 created physical account. The processing of system tasks such as data collection can be delegated to VM service nodes. Updates the license using Product Authorization Key (PAK). Managing System Tasks section on page 4-10 Updating the License section on page 4-3
Updating the UCS Director license
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Chapter 1
New and Changed Information for this Release New and Changed Information
Feature Virtual Machine (VM) Lease Time VM Tasks
Description A user can configure a lease expiration time for a selected VM. The following VM tasks were added:
Where Documented Configuring the Lease Time for a Virtual Machine section on page 15-5 Managing VM Actions section on page 15-5
Test VNCYou can testing VNC connectivity for troubleshooting purposes. CloneYou can clone or make a copy of an existing VM in order to make a new VM with the same or similar qualities. Move a VM to VDCYou can move a VM to a VDC so that the rules of the VDC system policy are followed in the VM. VM ResyncYou can choose to set the number of minutes to have a VM resynchronize its time periodically with UCS Director.
1-3
Chapter 1 New and Changed Information
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CH A P T E R
Overview

About Cisco UCS Director, page 2-1 Physical and Virtual Management Features, page 2-4 Physical and Virtual Management Features, page 2-4 Recommended Order of System Setup, page 2-6
About Cisco UCS Director

Cisco UCS Director is a 64-bit appliance that uses the standard Open Virtualization Format (OVF) template. Cisco UCS Director delivers unified, highly secure management for leading converged infrastructure solutions, which are based on the Cisco UCS and Cisco Nexus platforms. Cisco UCS Director extends the unification of computing and network layers through Cisco UCS to provide pod administrators with comprehensive visibility and management capability. It supports NetApp FlexPod and ExpressPOD, EMC VSPEX, and Virtual Computing Environment (VCE) Vblock systems, based on the Cisco UCS and Cisco Nexus platforms. Cisco UCS Director automates the provisioning of resource pools across physical, virtual, and baremetal environments. It delivers native, automated monitoring for health, status, and resource usage data. For example, you can do the following tasks using Cisco UCS Director:

Create, clone, and deploy service profiles and templates for all servers and applications Monitor organizational usage, trends, and capacity across a converged infrastructure on a continuous basis, such as by viewing heat maps that show virtual machine (VM) utilization across all your pods Deploy and add capacity to ExpressPod and FlexPod infrastructure in a consistent, repeatable manner Manage, monitor, and report on Cisco UCS domains and their components Extend virtual service catalogs to include physical infrastructure services Manage secure multitenant environments to accommodate virtualized workloads that runs with nonvirtualized workloads
2-1
Chapter 2 About Cisco UCS Director
Overview
Features and Benefits

Features Central management Benefits
Single interface for administrators to monitor, provision, and manage the system across physical, virtual, and baremetal environments Unified dashboards, reports, and heat maps, that reduce troubleshooting and performance bottlenecks Self-service catalog that end users can order from and deploy new infrastructure instances following IT-prescribed policies and governance. Real-time available capacity, internal policies, and application workload requirements that can be used to optimize the availability of the right resources. Continuous monitoring that indicates real-time infrastructure consumption to improve capacity planning and management Ability to identify underutilized and overutilized resources. Support for VMware ESX/ESXi, Microsoft Hyper-V, and Red Hat hypervisors Ability to monitor, manage, and provision physical, virtual, baremetal servers, and blades. Virtual machine (VM) life cycle management and business continuance through snapshots for end users. Server utilization trending analysis. Policy-based provisioning of physical and virtual switches and dynamic network topologies Ability to configure VLANs, virtual network interface cards (vNICs), port groups and port profiles, IP and Dynamic Host Control Protocol (DHCP) allocation, and access control lists (ACLs) across network devices
Self-service catalog
Adaptive provisioning
Dynamic capacity management
Multiple hypervisor support Computing management
Network management
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Chapter 2
Overview About Cisco UCS Director
Features Storage management
Benefits
Policy-based provisioning and management of filers, virtual filers (vFilers), logical unit numbers (LUNs), and volumes Unified dashboards that give administrators comprehensive visibility into organizational usage, trends, and capacity analysis details Mobile management from Apple iPad and iPhone and Android devices Mobile self-service provisioning, virtual machine management, and viewing of administrative dashboards
Cisco CloudGenie
2-3
Chapter 2 About Cisco UCS Director
Overview
Physical and Virtual Management Features

Physical Server Management

Virtual Computing Management

Discover and collect configurations and changes Monitor and manage physical servers Perform policy-based server provisioning Manage blade power Perform server use trending and capacity analysis Perform baremetal provisioning using preboot execution environment (PXE) boot management Discover, collect, and monitor storage filers Perform policy-based provisioning of vFilers Provision and map volumes Create and map logical unit number (LUN) and iGroup instances Perform SAN zone management Monitor and manage network-attached storage (NAS) and SAN-based storage Implement storage best practices and recommendations
Discover, collect, and monitor virtual computing environments Perform policy-based provisioning and dynamic resource allocation Manage the host server load and power Manage the virtual machine (VM) life cycle and snapshots Perform analytics to assess VM capacity, and sprawl, and host utilization
Physical Storage Management

Virtual Storage Management

Discover, collect, and monitor storage vFilers and storage pools Perform policy-based storage provisioning for thick and thin clients Create new data stores and map them to virtual device contexts (VDCs) Add and resize disks to VMs Monitor and manage organizational storage use Perform virtual storage trend and capacity analysis Add networks to VMs Perform policy-based provisioning with IP and DHCP allocation Configure and connect virtual network interface cards (vNICs) to VLANs and private VLANs Create port groups and port profiles for VMs Monitor organizational use of virtual networks
Physical Network Management

Virtual Network Management

Discover, collect, and monitor physical network elements Provision VLANs across multiple switches Configure access control lists (ACLs) on network devices Implement dynamic network topologies
Model-Based Orchestration
Cisco UCS Director includes a task library containing over 400 tasks, and out-of-the-box workflows. Model-based orchestration and a workflow designer enable you to customize and automate infrastructure administrative and operational tasks. You can extend and customize the system to meet individual needs.
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Chapter 2
Overview Initial Login
Included in the task library are Day 1 through Day 3 maintenance and update activities, as shown in the following table:
Day-1

Day-2

Day-3

Add tenants Migrate or add applications Integrate with enterprise systems Use self-service portal
Monitor performance Start metering and billing Manage tenant changes Self-service IaaS
Add/upgrade hardware Repurpose
Initial Login
Log in to Cisco UCS Director by hostname or IP address with the following credentials:

Username: admin Password: admin
2-5
Chapter 2 Recommended Order of System Setup
Overview
Note
We recommend that you delete the startup admin account after you create the first admin account or, at least, change the default password. To access the self-service portal, you must have a valid email address.
Recommended Order of System Setup

Name Initial Set Up Chapter 2, 3, and 4 Description Describes how to apply a license, set up the Admin profile, create groups, and create users. You will learn how to access language support, apply portal customization, and system settings. Describes how to optionally add a pod and physical account, add network elements, test the connections, and verify account discovery.
Note
Physical Infrastructure
You can create the virtual infrastructure before the physical infrastructure if you want.
Virtual Infrastructure Policies
5 6
Describes how to create a cloud, verify cloud discovery and connectivity, test the connections, and view vCenter plug ins. Describes how to create and manage computing policies, storage policies, network policies, and system policies. You will learn how to add OS licenses for Microsoft Windows catalogs. Describes how to set up VDCs to manage specific environments for groups. policies, and cost models, and how resource limits are configured and managed at the VDC level. Describes how to set up catalog items, attach groups with access to a catalog, and publish catalog items. Describes how you can create and manage provisioning service requests. Describes how to configure VM disk provisioning on a preferred single datastore or multiple datastores. It also provides instructions on how to configure individual disk policies for each additional disk in a template. Describes how to create chargeback summary reports, detailed reports, and resource accounting reports. It shows how cost models are defined and assigned to policies within departments and organizations. Describes how you can get complete cloud visibility, monitor resource usage, and manage the cloud stackclouds, clusters, host servers, and virtual machines. Describes how to perform post provisioning life cycle management actions on VMs such as VM power management, VM resizing, VM snapshot management, and other VM actions.
Virtual Data Centers
Catalogs Self-Service Provisioning Multi-Disk Provisioning
8 9 10
Chargeback
11
Cloud Management
12
Life Cycles
13
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Overview Recommended Order of System Setup
Name CloudSense
Chapter 14
Description Describes the analytical reports about the underlying physical and virtual infrastructure that Cisco UCS Director can generate. Describes how to use the Macros feature to customize VM names and VM hostnames using variables provided by the application.
Macros
15
2-7
Chapter 2 Recommended Order of System Setup
Overview
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CH A P T E R
Managing Users and Groups


Managing User Types, page 3-1 Managing Groups, page 3-7 Configuring the Administration Profile, page 3-11 Managing User Access Profiles, page 3-14 Authentication and LDAP Integration, page 3-16 Branding, page 3-19
Note
You must be logged in to the appliance before you can run any of the following procedures.
Managing User Types

As the system administrator, you have full privileges to manage Cisco UCS Director, including adding users, viewing users and user permissions, and modifying individual user read/write permissions for different system components. Most users will view and use the Administrative Portal when they log in, which is described in this guide.
User Types
Cisco UCS Director supports a number of user types:

All Policy Admin Billing Admin Computing Admin Group AdminAn end user with the privilege of adding users. This user can use the Self-Service Portal IS Admin Network Admin Operator Service End UserThis user only views and uses the Self-Service Portal.
3-1
Chapter 3 Managing User Types
Storage Admin System Admin
Default User Permissions

Each user type has a default set of system permissions.
All Policy Admin

Task Computing Clouds Storage Clouds Network Clouds Group Service Request Approver Service Request Chargeback Catalog VDC Computing Policy Storage Policy Network Policy Service Delivery Policies System Admin Users and Groups Budgeting Cloud Accounts Resource Accounting Resource Limit Report Group Users Permission Read-only Read-only Read-only Read/write Read/write Read-only Read-only Read-only Read/write Read/write Read/write Read/write Read-only Read-only Read-only Read-only Read-only Read-only Read-only
Billing Admin
Task Computing Clouds Storage Clouds Network Clouds Group Service Request Approver Service Request Chargeback Catalog VDC Computing Policy Permission Read-only Read-only Read-only Read-only Read/write Read-only Read-only Read-only Read-only
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Chapter 3
Managing Users and Groups Managing User Types
Task Storage Policy Network Policy Service Delivery Policies System Admin Users and Groups Budgeting Cloud Accounts Resource Accounting Resource Limit Report Group Users
Permission Read-only Read/write Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only
Computing Admin
Task Computing Clouds Storage Clouds Network Clouds Computing Infrastructure Group Service Request Approver Service Request Chargeback Catalog VDC Computing Policy Storage Policy Network Policy Service Delivery Policies System Admin Users and Groups Budgeting Cloud Accounts Resource Accounting Resource Limit Report Group Users Permission Read-only Read-only Read-only Read/write Read-only Read/write Read-only Read-only Read-only Read/write Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only
Group Admin
Task Computing Group Service Request Approver Service Request Permission Cloud write only Read/write Read/write
3-3
Task Chargeback Catalogs VDC Resource accounting Resource limit report VM label Group users
Permission Read-only Read-only Read-only Read-only Read-only Write-only Read/write
IS Admin
Task Computing Clouds Storage Clouds Network Clouds Computing Infrastructure Group Service Request Approver Service Request Chargeback Catalog VDC Computing Policy Storage Policy Network Policy Service Delivery Policies System Admin Users and Groups Budgeting Cloud Accounts Resource Accounting Resource Limit Report Group Users Permission Read-only Read-only Read-only Read-only Read-only Read/write Read-only Read/write Read/write Read-only Read-only Read-only Read/write Read-only Read-only Read-only Read-only Read-only Read-only Read-only
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Chapter 3
Managing Users and Groups Managing User Types
Network Admin
Task Computing Clouds Storage Clouds Network Clouds Group Service Request Approver Service Request Chargeback Catalog VDC Computing Policy Storage Policy Network Policy Service Delivery Policies System Admin Users and Groups Budgeting Cloud Accounts Resource Accounting Resource Limit Report Group Users Permission Read-only Read-only Read-only Read-only Read/write Read-only Read-only Read-only Read-only Read-only Read/write Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only
Operator
Task Computing Clouds Storage Clouds Network Clouds Group Service Request Approver Service Request Chargeback Catalog VDC Computing Policy Storage Policy Network Policy Service Delivery Policies System Admin Users and Groups Budgeting Cloud Accounts Permission Read-only Read-only Read-only Read/write Read/write Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only
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Task Resource Accounting Resource Limit Report Group Users
Permission Read-only Read-only Read-only
Service End User

Task Computing Cloud Group Service Request Approver Service Request Chargeback Catalogs VDC Resource accounting Resource limit report Permission Write-only Read/write Read/write Read-only Read-only Read-only Read-only Read-only
Storage Admin
Task Computing Clouds Storage Clouds Network Clouds Group Service Request Approver Service Request Chargeback Catalog VDC Computing Policy Storage Policy Network Policy Service Delivery Policies System Admin Users and Groups Budgeting Cloud Accounts Resource Accounting Resource Limit Report Group Users Permission Read-only Read-only Read-only Read-only Read/write Read-only Read-only Read-only Read-only Read/write Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only Read-only
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System Admin
Task Computing Clouds Storage Clouds Network Clouds Group Service Request Approver Service Request Chargeback Catalog VDC Computing Policy Storage Policy Network Policy Service Delivery Policies System Admin Users and Groups Budgeting Cloud Accounts Resource Accounting Resource Limit Report Resource Limit Group Users Permission Read/write Read/write Read/write Read/write Read/write Read-only Read/write Read/write Read/write Read/write Read/write Read/write Read/write Read/write Read/write Read/write Read-only Read-only Write-only Read-only
Managing Groups
A group or customer organization must be created before a user can be added.
Creating a Group or Customer Organization

Step 1 Step 2 Step 3 Step 4
On the menu bar, choose Administration > Users and Groups . Choose the User Groups tab. Click Add. In the Add Group dialog box, complete the following fields: Description The name of the group/customer organization. The description of the group/customer organization if required. A shorter name or code name for the group. This name is used in VM and hostname templates.
Name Name field Description field Code field
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Name Cost Center field
Description (Optional) The cost center name or number if required. This name or number represents a cost center that a group is associated with. This name can be used in a VMware System policy for the VM naming convention.
Note
For more information about using Cost Center for naming conventions, see Chapter 6, Managing Policies.
Contact Email field First Name field Last Name field Phone field Address field
Step 5
The contact email address. This email is used to notify the group owner about the status of service requests and request approvals if necessary. The contacts first name. The contacts last name. The contacts phone number. The contacts address.
Click Add .
What to Do Next
Repeat this procedure if you want to add more groups.
Password Policy
The password policy applies to all the users and is enforced when you add a user or change the password for all user types. This policy enables the following password constraints:

Password length Whether the password can be the same as the username Whether a user can reset the current password as a new password Regular expressions that are disallowed in a password
Creating a Password Policy

Step 1 Step 2 Step 3
On the menu bar, choose Administration > Users and Groups . Choose the Password Policy tab. In the Password Policy pane, complete the following fields: Description Choose the minimum number of characters for the password. Choose the maximum number of characters for the password. Choose the minimum number of character classes such as upper case, lower case, numbers, and special characters.
Name Minimum Password Length drop-down list Maximum Password Length drop-down list Minimum Character Classes drop-down list
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Disallow Login in Password check box Disallow Previous Password check box Disallow Passwords that match regular expression field
Check the check box to disallow passwords, which are the same as the login ID. Check the check box to disallow the previous password from being used and the new password being the same as the old password. The regular expressions (one per line) that are not allowed for passwords. For example, .*abc.* specifies that a given password cannot contain the string abc.
Step 4
Click Submit.
Group Budget Policy

Resources are accounted for by using the Chargeback feature. For resource usage by a group or customer organization, you associate the entity with a budget policy. You can configure a group or customer organization with a budget watch, and configure a group or customer organization to stay within or exceed the provisioned budget.
Viewing and Editing a Group Budget Policy

Step 1 Step 2 Step 3 Step 4 Step 5
On the menu bar, choose Administration > Users and Groups . Choose the User Groups tab. Choose a group from the list. Click Budget Policy. In the Budget Policy dialog box, complete the following fields: Description Check the check box to monitor the groups budget usage. Uncheck the check box to ignore all budget entries for this group. Check if the group members are allowed over the provisioned budget. Uncheck the check box to reject all requests, once the budget is exhausted, until a new budget is added.
Name Enable Budget Watch check box Allow Over Budget check box
Step 6
Click Save .
Resource Limits
You can configure resource limits for a group or customer organization to help manage group resource utilization. You can specify limits on the following:
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Note
Configuring operating system resources and physical resources limits are not supported for public clouds.

Virtual resources Operating system resources Physical resources
Viewing Resource Limits

On the menu bar, choose Organizations > Summary. Click a group to view. Choose the Resource Limits tab to view the current limit, usage, pending SR usage, and status of the resources for the selected group.
Editing Resource Limits

On the menu bar, choose Administration > Users and Groups . Choose the User Groups tab. Choose a group and click Edit Resource Limits. The Resource Limit dialog box appears. In the Resource Limit dialog box, check the Enable Resource Limits check box and complete the following fields: Description The group name. Check the check box to enable the resource limits, or uncheck the check box to disable the resource limits. If checked, the user is provided with the option to set resource limits for a group and all nonzero resource limits are applied. The maximum number of active VMs. The total number of VMs. The maximum number of provisioned vCPUs. The provisioned memory limit, in gigabytes. The provisioned CPU limit, in gigahertz. The provisioned limit for disks, in gigabytes. The reserved limit of CPUs, in gigahertz. The reserved memory limit, in gigabytes The maximum limit for snapshots, in gigabytes.
Name Group display-only field Enable Resource Limits check box
Maximum Active VM Count field Maximum Total VM Count field Provisioned vCPUs Limit field Provisioned Memory (GB) Limit field Provisioned CPU (GHz) Limit field Provisioned Disk (GB) Limit field Reserved CPU (GHz) Limit field Reserved Memory (GB) Limit field Maximum Snapshot (GB) Limit field
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Name Count CPU and Memory for Inactive VMs check box
Description Check the check box to include the group's inactive VM CPU or memory data in the computation of resource limits. Uncheck the check box to exclude inactive VM CPU or memory data from the computation of resource limits.
OS Resource Limits Note The configuration of OS resource limits and physical resource limits are not supported for public clouds. CentOS field Windows Server 2003 field Windows Server 2008 field Windows 7 field Windows XP field Red Hat field Ubuntu field FreeBSD field Other Linux field Other field Physical Resource Limits Maximum Physical Server Count field The maximum number of servers. Maximum Physical Server Memory (GB) The maximum amount of server memory. field Maximum Physical Server CPU Count field Maximum vFiler Count field Maximum Physical Storage Space (GB) field
Step 5
The maximum number of CentOS (Community Enterprise Operating System) servers. The maximum number of Windows 2003 servers. The maximum number of Windows 2008 servers. The maximum number of Windows 7 machines. The maximum number of Windows XP machines. The maximum number of Red Hat machines. The maximum number of Ubuntu machines. The maximum number of FreeBSD machines. The maximum number of other Linux OS. The maximum number of other OS.
The maximum number of server CPUs. The maximum number of vFilers. The maximum amount of storage space.
Click Save .
Configuring the Administration Profile

You must first configure your system administrator profile before you can configure groups and their users.
Creating the admin Profile

Step 1 Step 2
On the menu bar, choose Administration > Users and Groups . Choose the Login Users tab.
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Step 3 Step 4
Click Add. In the Add User dialog box, complete the following fields: Description Choose System Admin . The system administrator has full privileges. The login name. The default is admin. The admin password. The admin password that is entered again for confirmation. The administrators email address. The administrators first name. The administrators last name. The administrators phone number. The administrators address.
Name User Type drop-down list Login Name field Password field Confirm Password field User Contact Email field First Name field Last Name field Phone field Address field
Step 5
Click Add .
Changing the admin Password

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
On the menu bar, choose Administration > Users and Groups . Choose the Login Users tab. In the Login Name column, choose admin . Click Change Password. In the Change Password dialog box, enter a new password for the admin user and confirm it. Click Save.
Adding Users
Before You Begin
Ensure that you have created a group to which the user can belong.
On the menu bar, choose Administration > Users and Groups . Choose the Login Users tab. Click Add (+).
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Step 4
In the Add User dialog box, complete the following fields: Description Choose the user type.
Note
Name User Type drop-down list
The Group Admin user type is the only administrator user role that can be assigned to a user group.
User Group drop-down list Choose the group or customer organization to which the user belongs. Login Name field Password field The user's login name. The user's password.
Note
If the Lightweight Directory Access Protocol (LDAP) authentication is configured for the user, the password is validated only at the LDAP server, not at the local server.
Confirm Password field User Contact Email field
The user's password that is entered again for confirmation. The user's email address.
Note
The email address is used to notify the group owner about service request status and to request approvals.
First Name field Last Name field Phone field Address field
Step 5
The user's first name. The user's last name. The user's phone number. The user's address.
Click Add .
What to Do Next
After choosing a user from the main window and then clicking Manage Profiles, you can optionally assign multiple roles for that user.
Viewing Current Online Users

Step 1 Step 2
On the menu bar, choose Administration > Users and Groups . Choose the Current Online Users tab to view online user details.You can view the username, IP address, session start time, last data access, and client.
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Managing User Access Profiles

Multi-Role Access Profiles
A user can be assigned to more than one role, which is reflected in the system as a user access profile. For example, a user might log into Cisco UCS Director as a group administrator and an all-policy administrator, if both types of access are appropriate.
Note
One of the profiles can be set as the default user access profile.
Note
The Manage Profiles feature enables you to add, log into, edit, or delete a user access profile.
Creating a User Access Profile

On the menu bar, choose Administration > Users and Groups . Choose the Login Users tab. Choose a user from the list. Click Manage Profiles. In the Manage Profiles window, click Add (+). In the Add Entry to Access Profiles dialog box, complete the following fields: Description The profile name. The description of the profile. Choose the user role type. Choose the users group. Check the check box if this is the default user access profile. Uncheck the check box if it is not the default.
Name Name field Description field Type drop-down list Group drop-down list Default Profile check box
Step 7
Click Submit .
What to Do Next
Create additional user access profiles as needed.
Editing a User Access Profile

Step 1 Step 2
On the menu bar, choose Administration > Users and Groups . Choose the Login Users tab.
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Choose a user from the list. Click Manage Profiles. In the Manage Profiles window, choose a user from the list. Click Edit. In the Edit Access Profiles Entry dialog box, edit the Name, Description, Type, Group, or the Default Profile fields, as needed. Click Submit .
Deleting a User Access Profile

On the menu bar, choose Administration > Users and Groups . Choose the Login Users tab. Choose a user from the list. Click Manage Profiles. In the Manage Profiles window, choose a user from the list. In the Manage Profiles dialog box, click Delete .
Logging in to a Profile
Step 1
In the Cisco UCS Director login dialog box, in the Username field, enter your username in the format Username:Access Profile Name.
Note
For example, Alex:GrpAdmin
Step 2 Step 3
In the Password field, enter your password. Click Login .
Default Profile
The default profile is the first profile that you created in the system. You can change the default to another profile. Using the new default profile, you log in by entering the username and password.
Changing the Default Profile

At the upper right of the window (to the left of logout), click the username. In the User Information window, choose the Access Profiles tab. Choose a user profile, and click Set as Default Profile .
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Note
A profile can also be set as default while adding or editing a profile.
Authentication and LDAP Integration

You can configure a preference with or without a fallback choice for local authentication and a preference with a fallback for the LDAP. You can also configure a preference with no fallback for Verisign Identity Protection (VIP) authentication. Name Local Authentication Local First, fallback to LDAP drop-down list option LDAP First, fallback to Local drop-down list option Verisign Identity Protection drop-down list option Description Authentication is local only (Cisco UCS Director), and not through the LDAP server. Authentication is done first at the local server (Cisco UCS Director). If the user is unavailable at the local server, the LDAP server is checked. Authentication is done first at the LDAP server. If the user is unavailable at the LDAP server, the local server is checked (Cisco UCS Director). VIP Authentication Service (two-factor authentication) is enabled.
Configuring Authentication Preferences

On the menu bar, choose Administration > Users and Groups . Choose the Authentication Preferences tab. In the Authentication Preferences pane, complete the following fields: Description Choose the Authentication Preference. If you chose Local Authentication, continue to Step 4. If you chose VIP, continue to Step 5. The username. The user password. The port number. The IP address of the server. The domain name. Choose the LDAP synchronization interval. Check the check box if you want to enable LDAP synchronization. Uncheck the check box if you do not want LDAP synchronization. Check the check box if you want to enable modification of existing users and groups. Check the check box if you want to test LDAP connectivity to Cisco UCS Director.
Name Authentication Preferences drop-down list
User Name field Password field Port Number field Server field Domain Name field LDAP Sync Interval drop-down list Enable LDAP Sync check box Modify Existing Users and Groups check box Test LDAP
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(Optional) For local authentication, click Save. (Optional) In the VIP Certificate field, browse to the VIP Certificate file and choose it. Enter the Password. Click Save .
What to Do Next
If you configured LDAP first as the authentication preference, you must configure the LDAP credentials.
LDAP Integration
You can use LDAP integration to synchronize the LDAP servers groups and users with Cisco UCS Director. LDAP authentication enables synchronized users to authenticate with the LDAP server. You can synchronize LDAP users and groups automatically or manually.
Note
Users that do not belong to a group or a domain users group display in LDAP as Users with No Group . These users are added under the domain users group in Cisco UCS Director. You cannot choose users and groups that exist locally or are synchronized externally in Cisco UCS Director.
LDAP Integration Rules and Limitations

Group Synchronization Rules

If a chosen LDAP group already exists in Cisco UCS Director and the source is type Local, the group is ignored during synchronization. If a chosen LDAP group already exists in Cisco UCS Director and the group source is type External, the groups description and email attributes are updated in the Cisco UCS Director. A maximum of 1000 users (subject to availability) are displayed for selection in manual search when you use the advanced search option. This option is available by clicking Request Manual LDAP Sync.
User Synchronization Rules

If a chosen LDAP user already exists in Cisco UCS Director and the source is type Local, the user is ignored during synchronization. If a chosen LDAP user already exists in Cisco UCS Director and the source type is External, the users name, description, email, and other attributes are updated for the user.
User Synchronization Limitations

A user password cannot be retrieved from the LDAP server. Instead, a random password is generated for the user during LDAP synchronization. If a user has multiple group membership, that user has single group membership in Cisco UCS Director.
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Note
Be sure that the user is assigned to the correct group after the LDAP synchronization process.
Managing LDAP Integration

On the menu bar, choose Administration > Users and Groups . Choose the LDAP Integration tab to view the status of LDAP server synchronization. (Optional) Choose a server and click the following buttons, as needed, to manage LDAP integration: Description Enables you to choose a distinguished domain name to search. All users and groups from the chosen organization units are fetched into Cisco UCS Director when the Enable LDAP Sync check box is checked in the Authentication Preferences tab. This action is also considered to be an automatic sync process. Enables on-demand synchronization of the LDAP server. This action syncs the users/groups from the selected organization in Search Base DN. Groups and users added from LDAP appear as type External . Groups and users added by Cisco UCS Director appear as type Local . Click Submit to synchronize the server. LDAP user changes are immediately reflected.
Note
Name Search BaseDN button
Request LDAP Sync
Make sure that the user is assigned to the correct group after the LDAP Sync is processed.
Continue to Step 4. Request Manual LDAP Sync Displays a dialog box that enables you to specify either basic or advanced search criteria to fetch LDAP users and groups. Continue with Step 6.
Step 4 Step 5
(Optional) For an LDAP synchronization request, verify the IP address/domain name, and click Submit. (Optional) If you chose LDAP Manual Server Sync, complete the following fields: Description Check the check box to enable Basic Search by organization unit. If checked, continue to Step 6. Check the check box to enable Advanced Search. If checked, continue to Step 8.
Name Basic Search field Advanced Search field
For basic search, click Select. Choose the distinguished name to search, and click Select. For advanced search, in the Select Users and Groups pane, add or edit attribute names for User Filters and Group Filters. Click Next. Choose the LDAP Groups and LDAP Users.
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Step 11
Click Submit to synchronize the LDAP server.
Single Sign-On
Cisco UCS Director provides a single sign-on using One Login. Single sign-on prevents a user from having to enter a password multiple times to access the application. When Single Login is enabled, a user can log into that portal to access Cisco UCS Director.
Note
A single sign-on is available for Cisco UCS Director after you register a One Login certificate.
Enabling a Single Sign-On

On the menu bar, choose Administration > Users and Groups . Choose the Single Sign-On tab. In the Single Sign-On pane, check the Enable Single Sign On check box. In the Select a File for Upload field, browse to the One Login certificate file and choose it. Click Upload. When the upload is complete, click Submit.
Branding
For a group or customer organization, the branding options are as follows:

Logo image in PNG, JPG, or GIF format Customized application labels URL to forward the Self-Service Portal to upon logout Custom links with labels and URLs specified Login page background and logo.
Branding Groups and Customer Organizations

On the menu bar, choose Administration > Users and Groups . Choose the User Groups tab. Choose the group to brand. Click Branding.
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Step 5
In the Group Branding dialog box, complete the following fields: Description Check the check box to upload a logo image. Continue to Step 6. Check the check box to customize an application label to appear in the application header. Continue to Step 8. Check the check box to forward to a specific URL upon logout. Continue to Step 9. Check the check box to brand custom links. Continue to Step 10.
Name Logo image check box Application Labels check box
URL Forwarding on Logout check box
Custom Links check box
Step 6
In the Select a File for Upload field, browse to the logo image file and choose it.
Note
Make sure that the logo image is in PNG, JPG, or GIF format. The optimal image size is 200 pixels in width and 100 pixels in height. We recommend that you use a small file size to enable faster download.
Click Upload. (Optional) For application labels, enter at least one application label in the Label 1 and Label 2 fields. (Optional) In the URL field, enter the URL to direct the user to upon logout. (Optional) Complete at least the first two fields: Description The label for custom link 1. The URL for custom link 1. The label for custom link 2. The URL for custom link 2.
Name Custom Link 1 Label field Custom Link 1 URL field Custom Link 2 Label field Custom Link 2 URL field
Step 11
Click Submit .
Login Page Branding

A login page can be configured to display a logo that is associated with a domain name. When the end user logs in from that domain, the user sees the custom logo on the login page. The optimal image size for a logo is 890 pixels wide and 470 pixels high, with 255 pixels allowed for white space. We recommend that you keep the image size small to enable faster downloads.
Note
The group or customer organization login page must first be configured (enabled) for branding.
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Configuring a Custom Domain Logo

On the menu bar, choose Administration > Users and Groups . Choose the Login Page Branding tab. Click Add. In the Domain Branding dialog box, complete the following fields: Description The domain name to brand.
Name Domain Name field
Custom Domain Logo check box Check the check box to enable login page branding from a specified domain name. Select a file for upload field The logo file to upload.
Note
The optimal image size for a logo is 890 pixels wide by 470 pixels high, with 255 pixels for white space. We recommend that you keep the image size small to enable faster downloads.
Step 5
Click Submit .
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Managing System Administration Settings


Setting Up the Outgoing Mail Server, page 4-1 Configuring System Parameters (Optional), page 4-2 Updating the License, page 4-3 Verifying License Utilization, page 4-4 Viewing License Utilization History, page 4-4 Viewing Resource Usage Data, page 4-4 Edit Application Categories, page 4-5 Customizing the Portal, page 4-6 Customizing Reports, page 4-8 Advanced Controls, page 4-8 User Menus, page 4-9 User Permissions, page 4-10 Managing System Tasks, page 4-10 Managing Icons, page 4-14 Support Information, page 4-15
Note
Setting Up the Outgoing Mail Server

All outgoing emails from Cisco UCS Director require an SMTP server.
Step 1 Step 2
On the menu bar, choose Administration > System. Choose the Mail Setup tab.
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Step 3
In the Mail Setup pane, complete the following fields: Description The outgoing SMTP server address. The outgoing SMTP server port number. The user ID. The user password. The senders email address. The IP address or DNS name of the Cisco UCS Director virtual appliance. This field is used to create proper links in emails for user workflow actions. Check this check box to test the current email settings.
Name Outgoing Email Server (SMTP) field Outgoing SMTP Port field Outgoing SMTP User field Outgoing SMTP Password field Outgoing Email Sender Email Address field Cloupia Server IP address field Send Test Email check box
Step 4
Click Save.
Configuring System Parameters (Optional)

Configuring System Parameters (Optional)
You should edit the system parameters only if you need to change the defaults.
On the menu bar, choose Administration > System . Choose the System Parameters tab. In the System pane, complete the following fields: Description
Name
Number of Days to The user-defined number of days that the system retains VM data. Keep Deleted VMs Data field Number of Days to Keep Events field Number of Days to Keep Trend Data field Number of Days to Keep Metering Data drop-down list The user-defined number of days that the system retains all events.
Note
Events older than the mentioned time period are deleted.
The user-defined number of days that the system retains trend data or historical data of the inventory (such as CPU, storage, and memory usage).
Note
This data is used for reporting. This data is specific to VMs and their resources.
Choose the number of days that the system retains VM metering records.
Note
Download VM Locking VM locking controls from the specified URL. Controls from URL Note The file must be in XML format. field
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Name Currency drop-down list Other Currency field Currency Precision drop-down list
Step 4
Description Choose the type of currency to use. Available currencies are US, EURO, GBP, KRW, CAD, CHF, CLP, NR, JPY, AUD, NZD, SGD, HKD, MYR, MXN, BRL, AED, DKK, SEK, KWD, CYN, RUB, ZAR, and Other. This field appears when Other is chosen under Currency. Enter the currency name (one only). Choose the currency precision in decimal points. Available precision is from 0 to 5 decimal points.
Click Save.
Configuring Infrastructure System Parameters (Optional)

You can set parameters for polling the virtual and physical system infrastructure resources.
On the menu bar, choose Administration > System . Choose the Infrastructure System Parameters tab. In the entry box, enter the infrastructure polling interval in minutes. The default is 60 minutes. In the entry box, enter the number of days to keep trend data for the system infrastructure. The default is 30 days. Click Save.
Updating the License

You can update the license using Product Authorization Key (PAK).
On the menu bar, choose Administration > License . Choose the License Keys tab. Click the Update License option. The Update PAK dialog box is displayed. Click Browse to navigate and choose the PAK license file. Click Upload to upload the PAK license file.
Note
If the license file does not upload, check the check box and copy and paste the license text into the license text field. Click Submit. The license is updated.
Step 6
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Verifying License Utilization

The License Utilization page shows the licenses in use and details about each license, including license limit, available quantity, status, and remarks. License audits can also be run from this page.
On the menu bar, choose Administration > License . Choose the License Utilization tab. Choose a Cisco UCS Director appliance. (Optional) To run a license audit, click Run License Audit. In the Run License Audit dialog box, click Submit. This process takes several minutes to run.
Viewing License Utilization History

The number of licensed network and storage controllers, servers, server and desktop VMs, and small and medium pods can be tracked over time to see how network resources are being utilized.
Step 1 Step 2
On the menu bar, choose Administration > License . Choose the License Utilization History tab. The license utilization history is displayed for the following resource categories:

Network Controllers Storage Controllers Servers Server VMs Desktop VMs Small pods Medium pods
Viewing Resource Usage Data

You can view how resources are being utilized in your environment.
Step 1 Step 2
On the menu bar, choose Administration > License . Choose the Resource Usage Data tab. There are three report categories:

Report ContextShows the number of reports available for each resource. Resource NameName of the available resources associated with Cisco UCS Director.
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Resource CountNumber of each available resource.
Edit Application Categories

Any VM provisioned using Cisco UCS Director is categorized based on its type. The VM type can be a web server, database, application server, or other. Cisco UCS Director also has a separate category for discovered VMs. There are 12 application categories for you to use or edit:
Discovered VM Generic VM Web Server Application Server Database AppCPU Intensive AppMemory Intensive AppDisk Intensive AppNetwork Intensive Other App 1 Other App 2 Other App 3
On the menu bar, choose Administration > System . Choose the Application Categories tab. Choose an Application Category. Click Edit. In the Edit Category dialog box, complete the following fields: Description The numerical value given to the category by the system, The category type. The VM and host naming. A description of the category. The check box default is checked. Choose an algorithm.
Name Category ID display-only field Category Label field Category Code field Description display-only field Category Enabled display-only check box Default Smart Allocation Algorithm drop-down list
Step 6
Click Submit.
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Customizing the Portal

Organizations can customize self-service portals. The logo, login page, home page, and so on can be customized for branding and user interface-related changes.
Customizing the Login Page and Background Images

You can change the login page and background images by uploading custom images.
On the menu bar, choose Administration > User Interface Settings . Click Login Page. Check the Use customizable Login page check box. In the Logo Images and Background Images pane, choose an item from one or both panes. Click Submit.
Customizing the Application Logo

You can customize the application logo on the home page by uploading a custom image.
On the menu bar, choose Administration > User Interface Settings . Choose the Application Logo tab. In the Images pane, choose the image, or click Add to add a new image that is not listed. Click Submit .
Customizing Favicons
You can customize a favorites icon (Favicon) that is displayed in the browsers address bar or next to the page name if bookmarked.
On the menu bar, choose Administration > User Interface Settings . Choose the Favicon tab. In the Image Label column, choose the image, or click Add to add a new image not listed. Click Submit .
Note
The Favicon image size must be 16 x 16 pixels and in PNG format.
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Customizing the Application Header

You can customize the self-service portal labels, next to the customer logo, by modifying existing labels.
On the menu bar, choose Administration > User Interface Settings . Choose the Application Header tab. In the Application Header pane, complete the following fields: Description
Name
Hide Entire Header check Check the check box to hide the header section. If checked, the header that contains box the logo image, application name, and links, such as Logout, are hidden. Product Name field Product Name 2nd Line field Enable About Dialog check box Administrator Portal Custom Link 1 Label field The custom link label 1 for the administrator portal. Custom Link 1 URL field The custom link URL 1 for the administrator portal. Custom Link 2 Label field The custom link label 2 for the administrator portal. Custom Link 2 URL field The custom link URL 2 for the administrator portal. End-user Portal Custom Link 1 Label field The custom link label 1 for the end-user portal. Custom Link 1 URL field The custom link URL 1 for the end-user portal. Custom Link 2 Label field The custom link label 2 for the end-user portal. Custom Link 2 URL field The custom link URL 2 for the end-user portal.
Step 4
The product name. Continuation of the product name. Check the check box to enable the About link in the header. Uncheck the check box to disable the About link in the header.
Click Save.
Customizing the Date Display

Numerous data display formats are supported.
On the menu bar, choose Administration > User Interface Settings . Choose the Date Display tab. Edit the date format. If required, click Hide Timezone to hide the time zone display from the user interface. Click Save .
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Customizing the Color Theme

On the menu bar, choose Administration > User Interface Settings . Choose the Color Theme tab. From the drop-down list, choose from the available theme styles. Click Save .
Customizing Logout Redirect

On the menu bar, choose Administration > User Interface Settings . Choose the Logout Redirect tab. Enter the URL. Click Save .
Customizing Reports
Report customization enables you to make a custom label or hide the available reports.
On the menu bar, choose Administration > User Interface Settings . Choose the Reports Customization tab. Choose a report. Click Edit. In the dialog box, complete the following fields: Description Check the check box to hide the report. Uncheck the check box to show the report. A new label for the report if required.
Name Hide Report check box New Label field

Step 6
Click Save.
Advanced Controls
You can use advanced controls to enable or disable certain properties of Cisco UCS Director.
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Enabling Advanced Controls

On the menu bar, choose Administration > System . Choose the Advanced Controls tab. Complete the following fields: Description Check the check box to enable virtual infrastructure monitoring, physical infrastructure monitoring, and external cloud monitoring. Check all additional check boxes under this category, as needed. Check the check box to enable monitoring of VM metering functions.
Note
Name Performance Monitoring check box Resource Metering check box
If the VM metering function is disabled, chargeback does not work.
Event Monitoring check Check the check box to enable event monitoring. box Auto Support check box Check the check box to enable automatic support. Heat Map Report Computing check box Automatic Assessment check box Check the check box to enable generation of heat map reports for the virtual infrastructure. Check the check box to enable generation of assessment reports every 4 hours. This task runs the assessments for VMware clock, ESX hosts, templates, clusters, and other properties, according to the rules and best practice recommendations provided by VMware for virtualization. Check the check box to enable and compute the load indices for hosts for various host parameters every 4 hours. These indices are used in adaptive provisioning of the catalogs. A lower index indicates a better chance for the host being chosen for provisioning. This process works according to the computing policy of a specific VDC. Check the check box to enable and delete the inactive (powered off) VMs under a VDC after a time that is specified by the administrator. This property is associated with the Delete after inactive VM days field in a VDC.
Note
Adaptive Provisioning Indexing check box
Delete Inactive VMs Based on VDC Policy check box System Task Remoting check box
By default the property box is unchecked (disabled).
Check the check box to administratively enable the remote execution of system tasks in a UCS Director scalability deployment model. You can uncheck the check box to disable the remote execution of system tasks.
Enable Service Provider Check the check box to enable service providers in UCS Director. check box
Step 4
Click Submit.
User Menus
Apart from the default menu operations available for the typical user roles, you can allow customized menu operations for individual user roles.
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Chapter 4 User Permissions
Note
The menu settings that you can use depends upon your user permissions. For example, you can view or perform the operations on menus, only if you are given read and write permission.
Setting User Menus

On the menu bar, choose Administration > System . Choose the Menu Setting tab. From the drop-down list, choose User Role. Check or uncheck the menu check boxes to allow menus for that role, or check the Reset to Defaults check box. Click Submit.
User Permissions
You can control read and write permissions for individual user roles.
Note
Ensure that your user role is not impacted when changing user permissions. If certain permissions are removed from a user role, menu items for that user role are affected and cause the user to be locked out if the system.
Setting User Permissions

On the menu bar, choose Administration > System . Choose the User Permissions tab. From the drop-down list, choose User Role. In the Allowed Operations dialog box, you can view the read and write operations for the chosen user role. Check or uncheck the check boxes to allow read and write operations for an individual role, or check the Reset to Defaults check box. Click Submit.
Managing System Tasks

A multinode setup defines which system tasks are performed by what service node.
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Managing System Administration Settings Managing System Tasks
The processing of system tasks such as data collection can be delegated to VM service nodes. The number of nodes depends on how processing tasks are scaled.
Note
Ensure that Cisco UCS Director is installed on all remote VM nodes and that these VM nodes are configured for the multinode setup. See the Cisco UCS Director Installation and Upgrade Guides for more information.
Creating a Node Pool

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
On the menu bar, choose Administration > System . Choose the Service Nodes tab. Click the Service Node Pools icon. The Service Node Pool dialog box displays. Click the + (plus) icon. The Add Entry to Service Node Pools dialog box displays. In the Name field, enter the node pool name. (Optional) In the Description field, enter a description of the node pool name. Click Submit. The node pool is created.
Creating a System Task Policy

You can group system tasks into a system task policy to later determine which system tasks are running on which node.
Note
A new system task policy is created when an administrator decides when one or more policies are needed in addition to the default system task policy. On the menu bar, choose Administration > System . Choose the System Task Policy tab. Click the Add icon. The Add dialog box displays. In the Name field, enter the name that you gave the system task policy. (Optional) In the Description field, enter a description of the system task policy. From the Node Pool drop-down list, choose the node pool to which this system task policy belongs. Click Submit. The selected node pool now belongs to the newly created system task policy.
Assigning a Node Pool to a System Task Policy

Step 1
On the menu bar, choose Administration > System .
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Chapter 4 Managing System Tasks
Step 2 Step 3
Choose the System Task Policy tab. Select an existing system task policy from the Name column and click the Edit icon. The Edit dialog box displays.
Note
If the default system task policy is used, you can assign service nodes to this policy. See the Creating a System Task Policy section on page 4-11 if you want to configure a policy that is different than the default. Select a node pool to which this System Task Policy belongs From the Node Pool drop-down list, choose the node pool to which this system task policy belongs. Click Submit. The selected node pool now belongs to the system task policy.
Step 4 Step 5
Creating a Service Node

On the menu bar, choose Administration > System . Choose the Service Nodes tab. Click the Add (+). In the Service Node dialog box, complete the following fields: Description Enter the name of the service node. Service is described as the role of this node. The default-service-node-pool is chosen. Enter either the DNS name or IP address of the service node.
Note
Name Node Name field Role field Service Node Pool drop-down list DNS Name field
This field cannot use the Primary Nodes IP address. Ensure that a valid Service Node DNS name or IP address is entered.
Description field Port field UserName field
The description of the of the service node. The default TCP port for the Hypertext Transfer Protocol (HTTP) 80 is entered by default. Enter a different TCP port if necessary. The infraUser user name is entered by default. The infraUser is a user account created by default. To find this user account on the menu bar, choose Administration > Users and Groups. Choose the Login Users tab to find the infraUser user account in the Login Name column.
Note
Protocol drop-down list Choose either http (default) or https.
The InfraUser user name is not the default administrator user to login to the UCS Director system itself.
Another user name can be added to this field. This users API key is used to authenticate with the Service Node.
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Managing System Administration Settings Managing System Tasks
Step 5
Click Submit. The service node is created.
Assigning a System Policy to a System Task

On the menu bar, choose Administration > System . Choose the System Task tab. Choose a folder that contains system task(s). Click the folder arrow to expand its tasks.
Note
128 system tasks are available. Choose the task and click the Manage Task icon. The Manage Task dialog box displays.
From the Task Execution drop-down list, choose Enable. From the System Task Policy drop-down list, choose a system policy. Click Submit. The system task is assigned to the selected system policy.
Executing System Tasks

On the menu bar, choose Administration > System . Choose the System Tasks tab. Choose a task from the list. Click Run Now. The selected task updates its information.
Disabling a System Task

On the menu bar, choose Administration > System . Choose the System Task tab. Choose a folder that contains system task(s). Click the folder arrow to expand its tasks.
Note
128 system tasks are available. Choose the task and click the Manage Task icon. The Manage Task dialog box displays.
Step 4 Step 5
From the Task Execution drop-down list, choose Disable. Click Submit. The system task is disabled.
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Chapter 4 Managing Icons
Managing Icons
Cisco UCS Director supports customization and management of catalog icons. Each icon set contains many images. The images in each icon set correspond to the icons that are available in the catalog creation form. The four prepopulated icon sets are as follows:

Container Catalog Icon Set Advanced Catalog Icon Set Standard Catalog Icon Set VDI Catalog Icon Set
Adding an Icon
On the menu bar, choose Administration > User Interface Settings . Choose the Icon Management tab. Choose an icon set category. Click Icon Images . In the Manage Icon Images window, click Add (+). In the Add entry to Icon Images dialog box, complete the following fields: Description The new label for the image. The label is used to populate the drop-down list for the icon during catalog creation. The description of the image. The file that you browse to and upload.
Name Image Label field Description field Select a file for Upload upload field
Step 7 Step 8
Click Upload . When the uploading is finished, click Submit.
Editing an Icon
On the menu bar, choose Administration > User Interface Settings . Choose the Icon Management tab. Choose an icon category. Click Icon Images. In the Manage Icon Images window, choose an icon image to edit. Click Edit (pencil). In the Edit Icon Images Entry dialog box, edit the Description .
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Managing System Administration Settings Support Information
Choose a replacement file to upload by clicking Browse and browsing to an image. Click Upload . When the upload is finished, click Submit .
Deleting an Icon
On the menu bar, choose Administration > User Interface Settings . Choose the Icon Management tab. In the Manage Icon Images window, choose an icon image to delete. Click Delete (X).
Previewing an Icon
On the menu bar, choose Administration > User Interface Settings . Choose the Icon Management tab. Click Icon Images. In the Manage Icon Images window, choose an icon image to preview. Click Information.
Support Information
Cisco UCS Director support provides basic and advanced system information, including the license status, database tables, version, resource usage, logs, and debugging processes for troubleshooting.
Viewing Support Information

On the menu bar, choose Administration > Support Information . Choose the System Information tab. Click the System Information and Logs Link Page link. The Cisco UCS Director Product System Information window displays.
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Chapter 4 Support Information
Viewing System Information

Basic system information includes the version, uptimes, service status, system license status, usage, compute accounts status, compute server status, storage account status, system catalogs, network device status, and cloud status. The advanced system information includes basic system information, and database tables summary, product configuration, top process information, and information on processors, memory, disks, log files, network, and login. You can also view the system task status, cloud inventory, and monitoring status.
Showing Logs
You can choose one of the log files from the drop-down list. Clicking Show Log allows you to view the last few lines of the log.
Downloading All Logs

You can click Download All Logs to download all of the log files in a Zip format.
Starting the Debug Log

Debug logging enables you to record a maximum of 30 minutes debug logging to a log file.
Click Start Debug Logging . After the debug is finished, click Stop Debug Logging . From HH.MM.SS (time) to download the files, click Download Debug Logs.
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Managing Integration Settings

This chapter contains the following topics:

Configuration Management Database Integration, page 5-1 Metering Data Export, page 5-2 Change Records, page 5-2 System Logs, page 5-3 Storage and OVF Upload, page 5-3 Multiple Language Support, page 5-4
Note
You must be logged in to the appliance before you can run any of the following procedures..
Configuration Management Database Integration

The Configuration Management Database (CMDB) is used to track and manage changes in the system. CMDB typically displays ADD, DELETE, or MODIFY event types on resources such as virtual machines (VMs), service requests, groups, and so on.
Setting Up CMBD Integration

Step 1 Step 2
On the menu bar, choose Administration > Integration . Choose the CMDB Integration Setup tab and complete the following fields: Description Check the check box to export change records to an FTP server. Choose the type of export format: CSV or XML . The FTP server address. The FTP server port number. The FTP user ID. The FTP user password.
Name Export to FTP Server check box Export Format drop-down list FTP Server field FTP Port field FTP User field FTP Password field
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Chapter 5 Metering Data Export
Name FTP Export Frequency drop-down list FTP File Name field
Description Choose the frequency that the change records are exported to the FTP server. The filename for the exported change records. The following variables can be used to create new filenames each time that a file is exported to the target FTP server: MONTH, WEEK, DAY, YEAR, HOUR, MIN, SEC, MLLIS. Example: XYZ-$DAY-$HOUR-$MIN-$SEC
Test FTP check box

Step 3
Check the check box to test FTP settings.
Click Save .
Metering Data Export

You can export trend data such as VM resource usage and resource accounting details to a server by setting up a metering data export.
Setting Up Metering Data Export

On the menu bar, choose Administration > Integration . Choose the Metering Data Export Setup tab. and complete the fields that are used in setting up the CMDB. Click Save .
Change Records
Change records display the current resources and any resource changes. The resources include VMs, service requests, groups, and so on.
Viewing Change Records

Step 1 Step 2
On the menu bar, choose Administration > Integration . Choose the Change Records tab.
Note
You can display a maximum of 1000 records.
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Managing Integration Settings System Logs
System Logs
You can forward system log (syslog) information to configured servers. Each system message is associated with a severity and a minimum severity level.
Setting up System Logs

On the menu bar, choose Administration > Integration . Choose the Syslogs tab. Check the Enable Syslog Forward check box and complete the following server fields: Description Check the check box to enable the syslog. Choose the minimum severity level to filter any less severe system messages from being forwarded to the syslog server. The primary server address. The port number.
Field Enable Syslog Forward check box Minimum Severity drop-down list Primary Syslog Server Server Address field Port field
Protocol drop-down list Choose the protocol: UDP or TCP. Syslog Message Format Choose the message format: XML or plain text. drop-down list Secondary Syslog Server Server Address field Port field The secondary server address. The port number. Protocol drop-down list Choose the protocol: UDP or TCP. Syslog Message Format Choose the message format: XML or plain text. drop-down list
Step 4
Click Save .
Storage and OVF Upload

You can configure the storage location for files that are uploaded by the administrator, group administrator, or the end user. The uploaded files can either be stored locally or configured to an external NFS share mount point. The administrator configures the Network File System (NFS) location. The Upload files feature provides an option for admin, group admin, or the end-user (service end-user portal) to upload Open Virtualization Format (OVF) files to the local storage or to an external NFS share mount point. The NFS location is configured by the administrator. For more details, see the OVF Upload Guide.
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Chapter 5 Multiple Language Support
Multiple Language Support

Cisco UCS Director supports multiple languages for concurrent display and input. It supports any language based on a double byte character set. All input fields support entering text in the users language of choice.
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About Managing a Physical Infrastructure, page 6-1 Testing Connectivity, page 6-5 Enabling Device Discovery, page 6-6
Note
About Managing a Physical Infrastructure

Cisco UCS Director enables you to manage both physical and virtual infrastructures. Cisco UCS Director discovers all components in the newly created physical account. Typically, the discovery process takes about 5 minutes. You can add a pod or use the default pod. A physical account can be associated with the default pod or to one that you add.
Note
You can add either the type of infrastructure first (physical or virtual). A physical account in Cisco UCS Director has no dependency on a virtual (cloud) account.
Adding a Site
On the menu bar, choose Administration > Physical Accounts . Choose the Site Management tab. Click Add (+). In the Add Site dialog box, complete the following fields: Description A descriptive name for the site. (Optional) The description of the site, such as the location, significance, and so on. The name of the person responsible for this site.
Name Site Name field Description field Contact Name field
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Chapter 6 About Managing a Physical Infrastructure
Step 5
Click Submit.
Adding a Pod
On the menu bar, choose Administration > Physical Accounts . Choose the Pods tab. Click Add (+). In the Pods dialog box, complete the following fields: Description A descriptive name for the pod. Choose the Type that you want to add. A Pod Type is a logical grouping of specific devices based on device type, vendor, and model. You can choose one of the following Pod types:
Note
Name Name field Type drop-down list
FlexPod GenericPod ExpressPod Medium ExpressPod Small VSPEX Vblock You can typically only add only device type that belong to that Pod Type. The exception is GenericPod, which allows any device. You must have a small or medium pod license to add a compatible device into ExpressPod Small or ExpressPod Medium. For all other Pod Types, only device type compatibility is enforced.
Note
Description field Address field
(Optional) The description of the pod. The physical location of the pod. For example, this field could include the city or other internal identification used for the pod.
Step 5
Click Add.
Adding a Physical Account

On the menu bar, choose Administration > Physical Accounts . Choose the Physical Accounts tab. Click Add (+).
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Step 4
In the Add Account dialog box, complete the following fields: Description Choose the pod to which this physical account belongs. If you chose Storage, continue to Step 5.
Name Pod drop-down list
Category drop-down list Choose the category type (Computing or Storage). Account Type drop-down list Choose from the following account types for this physical account:

UCSM HP ILO Cisco Rack Server (CIMC) IPMI Locally AuthenticatedA locally authenticated user account is authenticated directly through the fabric interconnect and can be enabled or disabled by anyone with admin or AAA privileges. Remotely AuthenticatedA remotely authenticated user account is any user account that is authenticated through LDAP, RADIUS, or TACACS+.
Authentication Type drop-down list
Choose from the following authentication types to be used for this account:
Server Management drop-down list
Choose how servers are managed by this account by selecting one of the following options:

All Servers Selected Servers
Account Name field Server Address field User ID field Password field Transport Type drop-down list
A unique name that you assign to the physical account that you want to add. The IP address of the server. The username for accessing this account. The password associated with the username. Choose the transport type that you want to use for the account. This can be one of the following:

http https
Port field Description field Contact Email field Location field Service Provider field
Step 5 Step 6
The server port number. (Optional) The description of the account. (Optional) The contact email address for the account. (Optional) The location. (Optional) The service providers name, if any.
If this account is Storage, choose the appropriate account type: NetApp ONTAP, NetApp OnCommand, EMC VNX, or EMC VMAX Solutions Enabler. Click Add .
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Chapter 6 About Managing a Physical Infrastructure
Adding Multi-Domain Manager Account

On the menu bar, choose Administration > Physical Accounts . Choose the Multi-domain Managers tab. Click Add (+). In the Add Account dialog box, complete the following fields: Description Choose the account name to which this multi-domain manager account belongs. (Optional) The description of the account. Choose from the following account types for this multi-domain manager account:

Name Account Name field Description field Account Type drop-down list
PNSCCisco Prime Network Services Controller account. UCS CentralCisco UCS Central account.
Server Address field Account Name field Server Address field User ID field Password field Transport Type drop-down list
Enter the IP address of the server managing the multi-domain manager account. A unique name that you assign to the physical account that you want to add. The IP address of the server. The username for accessing this account. The password associated with the username. Choose the transport type that you want to use for the account. This can be one of the following:

http https
Port field Contact Email field Location field

Step 5
The server port number. The default port is 443. (Optional) The contact email address for the account. (Optional) The location.
Click Submit .
Adding a Network Element

On the menu bar, choose Administration > Physical Accounts . Choose the Managed Network Elements tab. Click Add Network Element. In the Add Network Element dialog box, complete the following fields: Description Choose the pod to which the network element belongs. Choose the device category for this network element.
Name Pod drop-down list Device Category drop-down list
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Name Device IP field
Description The IP address for this device.

Protocol drop-down list Choose the protocol to be used. This can be one of the following: telnet ssh
Port field Login field Password field Enable Password field

Step 5
The port to use. The login name. The password associated with the login name. The enable password for this network element.
Click Submit.
Enabling DHCP Logging

On the menu bar, choose Administration > Physical Accounts . Choose the Network Service Agents tab. Click Embedded Network Services. In the Embedded Network Services dialog box, check the Enable DHCP Logging check box.
Testing Connectivity
You can test connectivity for managed network elements and physical accounts.
Testing Connectivity of Managed Network Elements

On the menu bar, choose Administration > Physical Accounts . Choose the Managed Network Elements tab. Choose the pod for which you want to test connectivity. Click Test Connection.
Testing Connectivity of Physical Accounts

Step 1 Step 2
On the menu bar, choose Administration > Physical Accounts . Choose the Physical Accounts tab.
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Chapter 6 Enabling Device Discovery
Step 3 Step 4
Choose the account for which you want to test connectivity. Click Test Connection.
Enabling Device Discovery

On the menu bar, choose Administration > Physical Accounts . Click on an account for which you want to verify device discovery. Choose the Discovered Devices tab. Click the Setup Discovery icon. The first Setup Discovery dialog box appears. Check the Enable Discovery check box to enable discovery. In the Setup Discovery dialog box, complete the IP address range field and determine if the default values for the following fields are adequate for your environment: Name Enable Discovery check box IP Range TCP Timeout (ms) SNMP Timeout (ms) SNMP Community Strings Description The check box is checked by default to enable device discovery for this account. The IP address range for device discovery. The TCP timeout (ms) (default value is 2000 ms). The SNMP timeout (ms) (default is 1500 ms). The SNMP community string (default is public).
Step 7
Click Submit.
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About Managing VMware, page 7-1 Verifying Cloud Discovery and Connectivity, page 7-3 Viewing vCenter Plug-ins, page 7-4
Note
About Managing VMware

Cisco UCS Director supports VMware through vCenter (ESX 3.5, ESX/ESXi 4.x and 5.x). Cisco UCS Director automatically discovers all existing virtual machines (VMs) and images in the newly added cloud account. Typically, the discovery process takes about 5 minutes. You can add VMware clouds and PowerShell agents.
Note
The term cloud refers to one vCenter installation.
Creating a Cloud
On the menu bar, choose Administration > Virtual Accounts . Choose the Virtual Accounts tab. Click Add (+). From the Cloud Type drop-down list in the Add Cloud dialog box, choose one of the following options:

AWS-EC2 VMware RackSpace-Cloud Tier3-Cloud Hyper-V
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Chapter 7 About Managing VMware
Step 5
Red Hat KVM XenDesktop
In the Add Cloud dialog box, complete the following fields: Description Choose VMware. The following fields are displayed when VMware is chosen. Other cloud types display fields that are specific to that cloud type. The cloud name.
Note
Name Cloud Type drop-down list Cloud Name field
Each cloud requires a unique name in Cisco UCS Director. Once a cloud has been added, all reports refer to the cloud using the Cloud Name.
Server Address field Server User ID field Server Password field VMware Datacenter field Server Access URL Description field Contact Email field Location field Pod drop-down list Service Provider field
Step 6
The vCenter server address. The vCenter server username. The vCenter server password. The data center name on the vCenter account. This name allows you to discover, monitor, and manage the specified pod's resources. Leave the field blank if the entire vCenter account is managed by Cisco UCS Director. The URL for server access. The description of the cloud. The contact email address for the cloud. The location. Choose the converged infrastructure pod. By choosing a pod name, the VMware cloud account appears in the converged infrastructure stack. The service providers name.
Server Access Port field The server port number.
Click Add .
Downloading the PowerShell Agent Installer

The PowerShell Agent is installed on Windows Server 2008 R2 or Windows Server 2012 64 bit virtual machine(s).
On the menu bar, choose Administration > Virtual Accounts . Choose the PowerShell Agents tab. Click Download Installer. In the Download Agent Installer dialog box, check if your system meets the listed installation requirements. If the requirements are met, click Submit. The Opening PSASetup. exe dialog box asks you to save the executible file. Click Save File. The file is saved to your systems download location.
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Step 6
Install the PSASetup. exe file on your Windows Server 2008 R2 or Windows Server 2012 64 bit virtual machine (VM).
Creating a PowerShell Agent

On the menu bar, choose Administration > Virtual Accounts . Choose the PowerShell Agents tab. Click Add (+). In the Add Agent dialog box, complete the following fields: Description The agent name. The agent address. The access key. The description of the agent.
Name Agent Name field Agent Address field Access Key field Description field
Agent Access Port field The agent access port number.
Verifying Cloud Discovery and Connectivity

Testing the Connection
On the menu bar, choose Administration > Virtual Accounts . Choose the Virtual Accounts tab. Choose the VMware account that you want to test. Click Test Connectivity.
Note
After you add one or more cloud accounts to Cisco UCS Director, you can verify that the cloud and its data has been collected by using the Summary tab.
Step 5 Step 6
On the menu bar, choose Virtual > Compute . Choose the Summary tab.
Note
It can take few minutes to complete auto-discovery and populate the data. Choose the cloud name to view its status details.
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Chapter 7 Viewing vCenter Plug-ins
Viewing vCenter Plug-ins

Step 1 Step 2
On the menu bar, choose Administration > Virtual Accounts . Choose the Plugins tab. This tab shows all the plugins added to the vCenters added to UCS Director.
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Managing Policies

Policies, page 8-1 Data Collection Policy, page 8-3 Storage Policies, page 8-4 Network Policies, page 8-7 System Policies, page 8-11
Note
Policies
Cisco UCS Director provides a self-service portal where virtual machines (VMs) are provisioned from a pool of assigned resources using predefined policies set by administrators. A policy is a group of rules that determine where and how a new VM is provisioned within the infrastructure based on the availability of system resources. Cisco UCS Director requires that you set up of four policies to provision VMs: computing, storage, network, and system.
Computing Policies
Computing policies determine the computing resources used during provisioning that satisfy group or workload requirements. As an administrator, you can define advanced policies by mixing and matching various conditions in the computing policy.
Note
We recommend that you thoroughly understand all the fields in the computing policy because some combinations of conditions can result in no host machines during self-service provisioning.
8-1
Chapter 8 Policies
Managing Policies
Creating a Computing Policy

On the menu bar, choose Policies > Computing . Choose the VMware Computing Policy tab. Click Add (+). In the Add Computing Policy dialog box, complete the following fields: Description The name of the policy.
Note
Name Policy Name field Policy Description field Cloud Name drop-down list Host Node/Cluster Scope drop-down list
This name is used during catalog definition.
The description of the policy. Choose the cloud where resource allocation occurs. Choose the scope of deployment.
Note
You can narrow the scope of deployment by specifying whether to use all, include chosen, or exclude chosen options. Depending on the choices, a new field appears where the required hosts or clusters can be chosen.
Resource Pool drop-down list ESX Type drop-down list ESX Version drop-down list Minimum Conditions check boxes Deployment Options Override Template check box Number of vCPUs field
Choose the resource pool. Choose the ESX installation type: ESX, ESXi, or both. Choose the version of ESX. Check the check boxes for one or more conditions that should match. Any hosts that do not meet these criteria are excluded from consideration. If more than one condition is chosen, all of the chosen conditions must match. Check the check box to override the template properties. You are provided with options to enter custom settings for CPU and memory. A custom number of vCPUs.1 The specified number of vCPUs for a VM should not exceed the total cores for the chosen scope of host nodes or clusters. The CPU reservation for the VM.1 The reservation depends upon the number of vCPUs specified. The CPU limit for the VM.1 The CPU limit is based on the chosen scope of host nodes or clusters. Choose the CPU shares: low, normal, or high.1 The CPU shares determine which VM gets CPU resources when there is competition among VMs. The custom memory for the VM.1 The memory reservation for the VM.1 The reservation depends upon the memory specified. The memory limit for the VM.1 The memory limit is based on the chosen scope of host nodes or clusters.
CPU Reservation (MHz) field CPU Limit (MHz) field CPU Shares drop-down list Memory field Memory Reservation (MB) field Memory Limit (MB) field
Memory Shares drop-down list Choose the memory shares: low, normal, or high.1 Memory shares determine which VM gets memory resources when there is competition among VMs.
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Managing Policies Data Collection Policy
Name Resizing Options Allow Resizing of VM check box Permitted Values for vCPUs field
Description Check the check box to allow VM resizing before provisioning or to resize an existing VM. The range of vCPUs to use while provisioning a VM or resizing an existing VM.2 A range of more than 8 is visible during VM provisioning or resizing only if the chosen cloud (vCenter) is 5 or above and has VM version 8. Only the values specified in the box are visible, The range of memory to use while provisioning a VM or resizing an existing VM. 2 For example: 512, 768, 1024, 1536, 2048, 3072, 4096, and so on. Only the values specified in the box are visible.
Permitted Values for Memory in MB field
Deploy to Folder field
The VMs created using this policy that can be deployed into a custom folder. Cisco UCS Director allows automatic creation of folder names from group names or the available Macro provided by Cisco UCS Director. See the Cisco UCS Director Orchestration Guide for more information. By specifying ${GROUP_NAME}, folders are created from the group name which uses this policy. You can specify a new folder name or existing folder name.
1. This option appears if you choose Override Template. 2. This option appears if you choose Allow Resizing of VM.
Step 5
Click Add .
Data Collection Policy

A data collection policy can be created to control the amount of parameters that can be retrieved from the vCenter for each VMware account. Each of the parameters mentioned in a data collection policy are collected and used in specific trend reports in UCS Director.
Note
VMware is the only supported virtual account type. When a VMware account is added, it is initially associated with the default-data-collection-policy by default.
Configuring a Data Collection Policy for a Virtual Account

On the menu bar, choose Policies > Service Delivery. Choose the Data Collection Policy tab. Click Add (+).
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Chapter 8 Storage Policies
Managing Policies
Step 4
In the Add dialog box, complete the following fields: Description The name of the data collection policy.
Note
Name Name field Description field Account Type drop-down list Resource window
This name is used during catalog definition.
The description of the policy. The VMware virtual account is selected. Choose a data collection group containing vCenter parameters. For example, CPU. Click the pencil icon to edit the data collection group. In the Edit Resource Entry dialog box, you can enable or disable data collection by checking or unchecking the Enable Collection check box.
Step 5 Step 6
Click Submit. Click Submit .
Associating the Data Collection Policy for a Virtual Account

On the menu bar, choose Policies > Service Delivery. Choose the Data Collection Policy Association tab. Choose the virtual (VMware) account and click Edit . In the Edit dialog box, choose the data collection policy from the Policy drop-down list that you configured in Configuring a Data Collection Policy for a Virtual Account section on page 8-3. Click Submit. The VMware account is now associated with the data collection policy.
Storage Policies
A storage policy defines resources such as the datastore scope, type of storage to use, minimum conditions for capacity, latency, and so on. The storage policy also provides options to configure additional disk policies for multiple disks and to provide datastore choices for use during a service request creation.
Storage Policies for Multiple VM disks

Cisco UCS Director supports VM provisioning with multiple disks on multiple datastores. Disks are classified into five types: system, data, database, swap, and log. The system disk policy is configured first, and the other disks can be configured depending on requirements. You can configure the disk policy individually for each disk type or choose the default system disk policy for each disk.
Note
For creating storage policy for a template with multiple disks, see Chapter 10, Multiple Disk VM Provisioning.
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Cisco UCS Director supports datastore choice during a service request creation for VM provisioning. You have the option to enable or disable datastore choices for the end user during service request creation. The datastores listed depend upon the scope conditions specified in the storage policy that is associated with the VDC during the service request creation.
Adding and Configuring a Storage Policy

On the menu bar, choose Policies > Storage . Choose the VMware Storage Policy tab. Click Add (+). In the Add Storage Resource Allocation Policy dialog box, complete the following fields: Description The name of the policy. This name is used during catalog definition. The description of the policy. Choose the cloud in which resource allocation occurs.
Name Policy Name field Policy Description field Cloud Name drop-down list System Disk Scope
Data Stores Scope drop-down list If you want to narrow the scope of deployment, choose whether to use all, include selected data stores, or exclude selected data stores. Use Shared Data Store Only check Check the check box to use shared datastores only. box Storage Options Use Local Storage check box Use NFS check box Use SAN check box Check the check box to use local storage. By default, the field is checked. Check the check box to use NFS storage. By default, the field is checked. Check the check box to use SAN storage. By default, the field is checked.
Minimum Conditions check boxes Check the check box to choose one or more conditions that should match. Any datastores that do not meet these criteria are excluded from the consideration. If more than one condition is chosen, all conditions must match. Override Template check box Check the check box to override the template properties. You are provided with options to enter custom settings such as using thin provisioning and custom disk size.
Resizing Options for VM Life cycle Allow Resizing of Disk check box Check the check box to provide the end user with an option to choose the VM disk size before provisioning. Permitted Values for Disk in GB field Allow user to select datastore from scope check box The custom range of disk size values that are chosen while provisioning a VM. For example, 1, 5, 10, 50, 100, 500, 1024, 5120, 10240, and so on.1 Check the check box to provide the end user with an option to choose the data store during the service request creation.
1. This option appears if Allow Resizing of Disk is checked.
Step 5 Step 6
Click Next. In the Additional Disk Policies pane, choose a disk type to configure.
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Step 7
Click Edit (pencil) to edit the disk type.

Note
By default, the disk policy for the disk is the same as in the System Disk Policy.
In the Edit Disk Policies Entry dialog box, uncheck the Same as System Disk Policy check box to configure the disk policy. Click Submit . In the Edit Entry dialog box, configure additional disk policies.
Note
This step is similar to the way the Storage Resource Allocation Policy is configured.
Step 11
Click Submit .
Note
To use the storage policy created with additional disk policies, you need to associate the policy with the VDC that is used for the VM provisioning. When using the Additional disks policies configured in a policy, make sure to uncheck the Provision all disks in a single datastore check box during catalog creation for the multiple disk template. For more information about catalog creation, see Chapter 8, Managing Catalogs.
Note
Virtual Storage Catalogs

You can use a virtual storage catalog to customize storage policies. Using the virtual storage catalog, you can choose more than one storage policy and give it a custom storage entry name. You map a storage catalog to a catalog by enabling it during catalog creation. When you raise a service request using the catalog, you are provided with the Storage Tier choice.
Configuring a Virtual Storage Catalog

On the menu bar, choose Policies > Storage . Choose the Virtual Storage Catalog tab. Click Add (+). In the Virtual Storage Catalog dialog box, complete the following fields; Description The name of the catalog. This name is used during catalog custom actions definition. The description of the catalog. Choose the cloud account. Choose the number of entries. The range is from 1 to 10. Depending on the choice, storage entry options are provided in the next dialog box.
Name Catalog Name field Catalog Description field Cloud Name drop-down list Choose No of Entries drop-down list
Step 5
Click Next.
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Step 6
In the Add Entries pane, complete the following fields: Name Storage Entry #1 Storage Entry Name field Storage Policy drop-down list Storage Entry #2 Storage Entry Name field Storage Policy drop-down list The storage entry name of the second policy. Choose the storage policy. The storage entry name. Choose the storage policy. Description
Step 7
Click Submit .
Note
To map the virtual storage catalog during catalog creation, see Managing Catalogs section on page 10-1. To view the storage tier options during Service request creation, see Using Self-Service Provisioning section on page 11-1 .
Note
Network Policies
The network policy includes resources such as network settings, DHCP, or static IP, and the option to add multiple vNICs for VMs provisioned using this policy.
Adding a Static IP Pool Policy

You can optionally configure a static IP pool policy that can be used with a network policy.
On the menu bar, choose Policies > Network . Choose the Static IP Pool Policy tab. Click Add (+). In the Static IP Pool Policy Information dialog box, complete the following fields: Description The name of the network policy. The description of the policy.
Name Policy Name field Policy Description field

Step 5
Click Add (+) in the Static IP Pools section. Here, you can add and configure multiple static IP pools.
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Step 6
In the Add Entry to Static IP Pools dialog box, complete the following fields: Description The static IP pool. For example: 10.5.0.1 - 10.5.0.50, 10.5.0.100, 10.5.1.20 -10.5.1.70 The subnetwork mask for the pool. For example: 255.255.255.0 IP address of the default gateway for this network.
Name Static IP Pool field Subnet Mask field Gateway IP Address field
Step 7 Step 8
Click Submit . Click Submit in the Static IP Policy Information dialog box if you are done.
Adding a Network Policy

On the menu bar, choose Policies > Network . Choose the VMware Network Policy tab. Click Add (+). In the Network Policy Information dialog box, complete the following fields: Description The name of the network policy. The description of the policy. Choose the cloud account to which the policy applies. Check this check box if you want to provide vNICs selection during the creation of a service request-deployment configuration.
Name Policy Name field Policy Description field Cloud Name drop-down list Allow end user to select optional NICs check box
Step 5
Click Add (+) in the VM Networks section. Here, you can add and configure multiple vNICs. These vNICs are applicable to the VM that are provisioned using this policy.
Note
To add or replace vNICs for provisioned or discovered VMs using VM actions, you must configure the vNICs.
Step 6
In the Add Entry to VM Networks dialog box, complete the following fields: Description The name for the new NIC. If the Allow end user to select optional NICs check box in the Network Policy dialog box was selected, this check box is pre-selected. If the Network Policy dialog box was not selected, and this check box is not selected, then the NIC Alias is optional.
Note
Name NIC Alias field Mandatory check box
At least one of the NICs should have the Mandatory option selected. The NICs that have Mandatory field selected are used in VM provisioning and there will be no option of the user during VM service request creation.
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Name Allow end user to choose portgroups check box. Copy Adapter from Template check box Adapter Type drop-down list
Description Check the check box to allow the end user to choose port groups during provisioning. Check the check box if you do not need custom settings. Uncheck for custom settings. Choose the adapter type.1 Check this option if the user wants to have the same Adapter Type that is available in the template.
1. This option is not visible if Copy Adapter from Template is chosen.
Click Add (+) in the Port Groups section. The Add Entry to Port Groups dialog box displays. Click the Select button to choose the port group name. In the Select dialog box, choose the port group. From the Select IP Address Type drop-down field, choose DHCP (default) or Static.

If you choose DHCP, proceed to the next step. If you choose Static, the Add Entry dialog box appears. Choose IP Pool Policy (default) or Inline IP Pool.
If you choose IP Pool Policy, the user must click Select to choose a static IP pool. In the Select
dialog box, choose from the list of preconfigured static IP pool(s).
Note
If no preconfigured static IP pools exist, see Adding a Static IP Pool Policy section on page 8-7 for more information.
If you choose Inline IP Pool, complete the following fields:
Name Static IP Pool field Subnet Mask field Gateway IP Address field
Description The static IP pool. For example: 10.5.0.1 - 10.5.0.50, 10.5.0.100, 10.5.1.20 -10.5.1.70 The subnetwork mask for the pool. For example: 255.255.255.0 IP address of the default gateway for this network.
Click Submit . Click Submit in the Add Entry to VM Networks dialog box if you are done. Click Submit in the Network Policy Information dialog box.
Network Provisioning Policies

A network provisioning policy is used during orchestration workflow tasks. This policy defines Layer 2 network configuration and access control lists (ACLs) for switches in the network.
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Configuring a Network Provisioning Policy

On the menu bar, choose Policies > Network . Choose the Network Provisioning Policy tab. Click Add (+). In the Add Policy dialog box, complete the following fields: Description The name of the network policy. The description of the policy If checked, the following parameters are filled in for subsequent fields:

Name General Information Policy Name Policy Description L2 Network Configuration (VLAN) Use Private VLAN check box
Private VLAN Type: community Primary VLAN ID: 0 Secondary VLAN RangeStarting ID 500 Secondary VLAN RangeEnding ID 1000
VLAN RangeStarting ID field VLAN RangeEnding ID field Base Profile Name field Access Control List ACL Type drop-down list Permit Incoming Traffic to TCP Ports field
A starting ID for the VLAN range. 500 is the default ID start range. An ending ID for the VLAN range. 1000 is the default ID end range. The VLAN base profile name. This is the profile that contains one or more nested profile assignments. Simple is the default and only option available at this time. Check the check box if ICMP is to be allowed on your VLAN. Click the Select button. The Select Items dialog box displays. The following options are available: FTP, SSH, Telnet, SMTP, POP3, HTTP, HTTPS, MySQL. Select the check box next to the options you want or click the Check All button. To clear prior entries, click the Check None button. Click the Select button. The Select Items dialog box displays. The following options are available: SNMP, Syslog. Select the check box next to the options you want or click the Check All button. To clear prior entries, click the Check None button.
Permit Incoming Traffic to UDP Ports field
VLAN Pool Policies

A VLAN pool policy defines the VLAN range for a pod. This policy is used in orchestration workflow for generating a free VLAN ID from the defined range specified in the policy.
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Configuring a VLAN Pool Policy

On the menu bar, choose Policies > Network . Choose the VLAN Pool Policy tab. Click Add (+). In the Add Policy dialog box, complete the following fields: Description Choose the pod. The policy name. This policy name is used in orchestration workflows. The description of the policy. The VLAN range. For example 1,3, 515.
Name Pod drop-down list Policy Name field Policy Description field VLAN Range field
Step 5
Click Submit .
System Policies
A system policy defines the system specific information such as the template to use, time zone, OS specific information, and so on.
Configuring a System Policy

On the menu bar, choose Policies > Service Delivery. Choose the VMware System Policy tab. Click Add (+). In the Add Policy dialog box, complete the following fields: Description The name of the policy. This name is used during catalog definition. The description of the policy. The VM name template to use.
Note
Name Policy Name field Policy Description field VM Name Template field
Cisco UCS Director allows automatic creation of VM names. VM names can be automatically created using a set of variable names. Each variable must be enclosed in ${VARIABLE_NAME}. Example: vm-${GROUP_NAME}-SR${SR_ID}
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Step 5
Choose the optional VM Name Template features: Description
Name
End User VM Name Prefix check Check the check box to allow the user to add a VM name prefix during a box service request creation for VM provisioning. Power On after deploy cheek box Check the check box to automatically power on all VMs deployed using this policy. Host Name Template field The VM hostnames that can be automatically created using set of variable names. Each variable must be enclosed in ${VARIABLE}.
Step 6 Step 7
Choose the Host Name Template variable names. Example: ${VMNAME} Complete the remaining fields: Description The IP domain to use for the VM. Choose the time zone. The DNS suffixes to configure for the DNS lookup. If there is more than one suffix, separate each by a comma. The list of DNS server IP addresses. Use a comma to separate more than one server. Choose the OS of the image that is installed on the VM. Choose Windows and Linux or Linux Only. The Windows product ID or license key. The product ID or license key can be provided here or at the OS license pool. The key entered in OS license pool overrides the key provided here. The Windows license owner name. The organization name to configure in the VM. Choose per-seat or per-server. The number of license users or connections. The WINS server IP addresses. Multiple values are separated with a comma. Check the check box to enable auto log on. The number of times to perform auto log on. The password for the administrators account. Choose either Domain or Workgroup . The name for the workgroup.1 The name of the Windows domain.2 The Windows domain administrators username.2 The Windows domain administrators password.2 Choose the time zone.
Name DNS Domain field Linux Time Zone drop-down list DNS Suffix List field DNS Server List field VM Image Type drop-down list Windows Product ID field
License Owner Name field Organization field License Mode drop-down list Number of License Users WINS Server List field Auto Logon check box Auto Logon Count field Administrator Password field Domain/Workgroup drop-down list Workgroup field Domain field Domain Username field Domain Password field Windows Time Zone drop-down list
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1. This option appears if Workgroup is chosen. 2. This option appears if Domain is chosen.
Step 8
Click Add.
OS Licenses
Cisco UCS Director provides an option for users to add Windows OS licenses. These licenses are mapped to Windows images during the creation of a catalog. You have an option to provide the Windows OS license for a Windows image in VMware System Policy or choose the key from the OS version field during catalog creation.
Note
The Windows key from the OS version field in the catalog overrides the Windows license key that is provided in the VMware system policy.
Adding an OS License
On the menu bar, choose Policies > Service Delivery. Choose the OS License tab. Click Add (+). In the Add License Details dialog box, complete the following fields: Description The Windows version name. The Windows product ID or license key. This field accepts KMS client set-up keys. The Windows license owner name. The organization name to configure in the VM. Choose per-seat or per-server. The number of license users or connections.
Name Windows Version Name field License field License Owner Name field Organization field License Mode drop-down list Number of Licensed Users field
Step 5
Click Submit .
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Managing Virtual Data Centers

This chapter contains the following sections.

About Managing Virtual Data Centers, page 9-1 VDC Actions, page 9-1 VDC Service Profiles, page 9-5
About Managing Virtual Data Centers

A Virtual Data Center (VDC) is an environment that combines virtual resources, operational details, rules, and policies to manage specific group requirements. A group or organization can manage multiple VDCs. images, templates, and policies. Organizations can allocate quotas and assign resource limits for individual groups at the VDC level. You can also define approvers specific to a VDC. The approver for a particular VDC must approve the request from users for VM provisioning.
Note
There is a default VDC in Cisco UCS Director and all discovered VMs are part of this default VDC. Discovered VMs are VMs that are created outside of Cisco UCS Director or were already created on vCenter before Cisco UCS Director was installed. Cisco UCS Director automatically discovers such VMs and adds them to the default VDC. A VM that is provisioned using a service request can be associated with a VDC. When you are creating a service request, you can choose the VDC on which this VM is provisioned. You can view a list of VDC that are available for a particular group and choose the required VDC when provisioning VMs.
VDC Actions
Adding a VDC
On the menu bar, choose Policies > Virtual Data Centers . Choose the VDC tab. Click Add (+).
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Step 4
In the Add VDC dialog box, complete the following fields: Description The name of the VDC. Check the check box to deny the use of the VDC for any further deployments. Actions on existing VMs, within this VDC, are disabled. Uncheck the check box to allow the use of the VDC for further deployments. The VDC specific description. Choose the group for which the VDC is being set up. Choose the cloud on which the VDC is being set up. The user who must approve the service request.
Name VDC Name field VDC Locked check box
VDC Description field Group drop-down list Cloud Name drop-down list Approvers and Contacts First Approver User Name field
Second Approver User Name The second user who must approve the service request. field Provider Support Email Address field Copy Notifications to Email Address field Policies System Policy drop-down list Choose the system policy applicable to the VDC. Computing Policy drop-down list Network Policy drop-down list Storage Policy drop-down list Cost Model drop-down list Choose the computing policy applicable to the VDC. Choose the network policy applicable to the VDC. Choose the storage policy applicable to the VDC. Choose the cost model applicable to the VDC. The contact or users email address. The person who is notified about VM provisioning using this VDC. The second contacts email for copying notifications about this VDC.
Disable displaying cost in the Check the check box to disable displaying cost in the SR summary and email SR summary and email page page for this VDC. check box User Action Policy drop-down list End User Self-Service Policies VM Power Management check box VM Resize check box VM Snapshot Management check box VM Deletion check box Check the check box to enable all VM power management actions for VMs belonging to this VDC. Check the check box to enable the VM resize action for VMs in this VDC. Check the check box to enable all storage snapshot actions for VMs in this VDC. Check the check box to enable the VM delete action for VMs in this VDC. Choose the policy that is used for execution of orchestration workflow postprovisioning of the VMs. The chosen workflow appears as an action button for VMs within the VDC.
VM Disk Management check Check the check box to enable the VM disk management for VMs in this VDC. box
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Name VM Network Management check box Delete after Inactive VM days drop-down list
Description Check the check box to enable network management for the VM that belongs to this VDC. Choose the number of days to wait before deleting an inactive VM. The VM in the inactive state is when it is not in the power-on state.
Note
Ensure that the Delete Inactive VM's Based on VDC Policy check box is checked in the Advanced Controls tab under Administration > System for this choice to work as expected. For more information, see Enabling Advanced Controls section on page 4-9.
Step 5
Click Add .
Viewing a VDC
On the menu bar, choose Policies > Virtual Data Centers . In the All User Groups pane, choose the VDC group that contains the VDC to view. Choose the VDC tab. In the main viewing pane, choose the VDC to view. Click View to open the VDC Details page.
Editing a VDC
On the menu bar, choose Policies > Virtual Data Centers . In the All User Groups pane, choose the VDC group that contains the VDC to edit. Choose the VDC tab. In the main viewing pane, choose the VDC to edit. Click Edit to open the Edit VDC dialog box.
Note
The editing categories are the same as Add VDC .
Step 6
Modify the VDC as needed.

Note
The VDC name cannot be edited.
Step 7
Click Save .
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Deleting a VDC
On the menu bar, choose Policies > Virtual Data Centers . In the All User Groups pane, choose the VDC group that contains the VDC to delete. Choose the VDC tab. In the main viewing pane, choose the VDC to delete. Click Delete .
Cloning a VDC
On the menu bar, choose Policies > Virtual Data Centers . In the All User Groups pane, choose the VDC group that contains the VDC to clone. Choose the VDC tab. In the main viewing pane, choose the VDC to clone. Click Clone to open the Clone VDC dialog box. Add a new VDC name and description and edit any other properties of the cloned VDC.
Note
The categories for cloning are the same as Add VDC .
Step 7
Click Save .
Managing Application Categories in a VDC

On the menu bar, choose Policies > Virtual Data Centers . In the All User Groups pane, choose the VDC group that contains the VDC. Choose the VDC tab. In the main viewing pane, choose the VDC to edit. Click Manage Categories to open the Edit App Category dialog box. Edit any fields that apply to optionally change the system policy, computing policy, network policy, or stroage policy. You can also change the cost model and the smart allocation policy. Click Save .
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VDC Service Profiles

This feature is similar to Adding a VDC, but the VDCs created under VDC Service Profiles are used during orchestration workflows. With this feature, you can create Gold, Silver, and Bronze VDCs that can be used when you create VDCs during a workflow task.
Adding VDC Service Profiles

On the menu bar, choose Policies > Virtual Data Centers . Choose the VDC Service Profile tab. Click Add (+). In the Add VDC Service Profile dialog box, complete the following fields: Description The name of the VDC profile. Check the check box to deny the use of the VDC for any further deployments. Actions on existing VMs, within this VDC, are disabled. Uncheck the check box to allow the use of the VDC for further deployments. The VDC description. Choose the group for which the VDC is being set up. Choose the cloud on which the VDC is being set up. The user who must approve the service request. The contact or users email address. The person who is notified about VM provisioning using this VDC. The second contacts email for copying notifications about this VDC.
Name General Information VDC Profile Name field VDC Locked check box
VDC Description field Group drop-down list Cloud Name drop-down list Approvers and Contacts First Approver User Name field Provider Support Email Address field Copy Notifications to Email Address field Policies System Policy drop-down list Network Policy drop-down list Storage Policy drop-down list Cost Model drop-down list Disable displaying cost in the SR summary and email page check box
Second Approver User Name field The second user who must approve the service request.
Choose the system policy applicable to the VDC service profile. Choose the network policy applicable to the VDC service profile. Choose the storage policy applicable to the VDC service profile. Choose the cost model applicable to the VDC service profile. Check the check box to disable displaying the cost in the SR summary and email page for this VDC service profile.
Computing Policy drop-down list Choose the computing policy applicable to the VDC service profile.
User Action Policy drop-down list Choose the policy that is used for execution of orchestration workflows after provisioning of the VMs. The chosen workflow appears as an action button for VMs within the VDC.
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Name End User Self-Service Options VM Power Management check box VM Resize check box
Description Check the check box to enable all VM power management actions for VMs that belong to this VDC. Check the check box to enable VM resize action for VMs that belong to this VDC.
VM Snapshot Management check Check the check box to enable all storage snapshot actions for VMs box belonging to this VDC. VM Deletion check box Check the check box to enable the VM delete action for VMs that belong to this VDC.
VM Disk Management check box Check the check box to enable the VM disk management for VMs in this VDC. VM Network Management check box Delete after Inactive VM days drop-down list
Step 5
Check the check box to enable network management for VM that belong to this VDC. Choose the number of days to wait before deleting an inactive VM. The VM is in the inactive state when it is not in the power-on state.
Click Add .
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10
Managing Catalogs

About Managing Catalogs, page 10-1 Publishing a Catalog, page 10-1 Publishing Advanced Catalogs, page 10-4 Viewing a Catalog, page 10-5 Editing a Catalog, page 10-5 Deleting a Catalog, page 10-6 Cloning Catalogs, page 10-6 Assessing Hosts for Deployment, page 10-6
Note
About Managing Catalogs

You can self-provision virtual machines (VMs) using predefined catalog items. A catalog item is created by the system administrator. It defines parameters such as the cloud name and group name to which the VM is bound.
Publishing a Catalog
On the menu bar, choose Policies > Catalogs . Choose the Catalog tab. Click Add (+). In the Create Catalog dialog box, complete the following fields: Description
Name Basic Information pane Catalog Name field
The name of the catalog.
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Name Catalog Description field Catalog Type drop-down list
Description The description of the catalog. Choose between:

Standard is used to create catalogs for VM provisioning using images from a list of clouds. Advanced is used for publishing orchestration workflows as catalog items. Service Container is used for publishing application containers as catalog items. VDI is used for publishing Xen Desktop as catalog items.
Catalog Icon drop-down Choose from a list of icons to associate this catalog with an image. This icon is seen list when you are creating a service request using this catalog. Applied to all groups check box Selected Groups check box list Check the check box to enable all groups to use this catalog. Uncheck the check box to deny its use to other groups. Check the check boxes for the included groups that are from the Select Items dialog box. The checked group(s) use this catalog to provision new VMs.
Cloud Name drop-down Choose the cloud with the image for VM provisioning. list Image drop-down list Choose the type of image (any existing templates such as Windows, Linux and other files that make up the image) that you use when VMs are provisioned using this catalog. Choose the Windows License.1 Check the check box to provision all disks in a single datastore.2 You can also choose to use the datastores configured for each disk in the storage policy.
Note
Windows License Pool Provision all disks in single datastore check box Service Container Template Name drop-down list XenDesktop Catalog drop-down list
For more information on multiple disk storage policy creation, see Managing Policies, page 8-1.
Choose the template from the list.3
Choose the template from the list of XenDesktop dedicated catalogs configured in Desktop Studio.4
1. This option appears only when a Windows image is chosen. 2. This option appears if the chosen template has multiple disks. 3. This option appears when the chosen Catalog Type is Service Container. 4. This option appears when the chosen Catalog Type is VDI.
Step 5 Step 6
Click Next. In the Applications Detail pane, complete the following fields: Description
Name Application Details Pane
Category drop-down list Choose a VDC category. Support Contact Email Address field The email address of the contact that is notified when a service request is created using this catalog item.
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Name Specify OS drop-down list Specify Other OS field Specify Applications check box list Specify Other Applications field Application Code field
Description Choose the type of OS installed on the VM when it is provisioned. Any OS that is not available in the Specify OS list. Check the check boxes for applications from the Select Items dialog box. These applications are installed on the VM during provisioning. The applications that are not available in the Select Items dialog box. An application code that is used in the VM name. The application code can be between 1 to 4 characters (for example: W2K3, DB, WS). The application code can used in a system policy for the VM name by using the variable ${APPCODE}. For example, if the VM Name Template is vm-${GROUP_NAME}-${APPCODE}, the VM provisioned with the system policy has the name vm-groupname-W2K3.
Step 7 Step 8
Click Next. In the User Credentials pane, complete the following fields: Description Choose to allow or disallow users to retrieve VM access credentials (shared). The user ID.1 The user password.1
Name Credential Options drop-down list User ID field Password field
1. This option appears when you choose either of the share options under Credential Options.
Step 9 Step 10
Click Next. In the Customization pane, complete the following fields. Description Check the check box to enable an orchestration workflow that is executed after VM provisioning. Choose a defined workflow for provisioning.1 Choose Hourly or Monthly.
Name Post Provisioning Custom Actions check box Workflow drop-down list VM App Charge Frequency drop-down list
Active VM Application The cost for the application that is included in the template. Cost field Inactive VM Application Cost field The cost to this catalog of a VM in inactive state per hour or month.
1. This option appears when Post Provisioning Custom Actions is checked.
Step 11
Click Next.
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Step 12
In the VM Access pane, complete the following fields: Description Check the check box to enable web access to the VM. Uncheck the check box to disable web access to the VM. The URL of the VM.1 The label that is defined for this URL.1
Name Web Access Configuration check box URL field Label field
Remote Desktop Access Check the check box to enable remote desktop access to the VM. Uncheck the check Configuration check box to disable remote desktop access to the VM. box Server field Port field Label field The IP address of the server for remote access.2 The port number on the server for remote access.2 The label that is defined for this remote access.2
1. This option appears when Web Access Configuration is checked. 2. This option appears when Remote Desktop Access Configuration is checked.
Click Next . Review the catalog information in the Summary. Click Submit when done.
Publishing Advanced Catalogs

When you choose the Advanced catalog type, you can provision workflow catalogs to end users. End users can use these catalogs during a Service Request to execute workflows. You create an Advanced Catalog Item by defining parameters such as Group Name, Workflow, and so on.
Publishing Advanced Catalogs

On the menu bar, choose Policies > Catalogs Choose the Catalog tab. Click Add (+). In the Create Catalog dialog box, complete the following fields: Description The name of the catalog. The description of the catalog. Choose Advanced as the type of catalog.
Name Basic Information Pane Catalog Name field Catalog Description field Catalog Type
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Managing Catalogs Viewing a Catalog
Name
Description
Catalog Icon drop-down Choose the icon to associate this catalog with an image. The icon is seen when list creating a service request using this catalog. Applied to all groups check box Selected Groups Check the check box to enable all groups to use this catalog. Uncheck the check box to deny its use to other groups. Click the Select button and do the following:
a. a. b. Step 5 Step 6 Step 7 Step 8 Step 9 Step 10
(Optional) Click Check All to choose all of the categories or click Check None to deselect all categories. From the Select Items dialog box, check the appropriate groups to include. The checked group(s) can use this catalog to provision new VMs. Click Select to finish your selection of categories.
Click Next. In the vApp Workflow pane, click Workflow Select. In the Select dialog box, check the check box adjacent to the workflow to use. Click Select. Review the catalog information on the Summary page. Click Submit.
Viewing a Catalog
On the menu bar, choose Policies > Catalogs . Choose the Catalog tab. Choose the Catalog Name to view. Click View.
Editing a Catalog
On the menu bar, choose Policies > Catalogs . Choose the Catalog tab. Choose the Catalog Name to edit. Click Edit to open the Modify Catalog dialog box.
Note
The fields, drop-down lists, and check boxes are identical to those found in the Publishing a Catalog section on page 10-1.
Step 5
Edit the catalog items by paging through the dialog boxes until you reach the Summary.
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Managing Catalogs
Note Step 6
The Catalog Name cannot be edited.
Click Submit.
Deleting a Catalog
On the menu bar, choose Policies > Catalogs. Choose the Catalog tab. Choose the Catalog Name to delete. Click Delete (X).
Cloning Catalogs
You can clone a catalog item using the clone feature. When you choose a catalog item to clone, all existing properties are copied into the new catalog, except for the catalog Name and Description . After defining the Name and Description, you can modify other properties.
Cloning a Catalog
On the menu bar, choose Policies > Catalogs. Choose the Catalog tab. Choose the Catalog Name to clone. Click Clone to open the Clone Catalog dialog box. Enter a new catalog Name and Description. Edit the catalog details if necessary. Click Submit.
Assessing Hosts for Deployment

Note
You can choose a catalog item to assess deployable hosts and provide a reason for excluded hosts. On the menu bar, choose Policies > Catalogs. Choose the Catalog tab.
Step 1 Step 2
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Step 3 Step 4
Choose the Catalog Entry to assess. Click Deployability Assessment .
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Managing Catalogs
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Using Self-Service Provisioning


About Self-Service Provisioning, page 11-1 Service Requests, page 11-1 Service Request Workflow and Details, page 11-4 About Scheduling a Service Request, page 11-6 About Resubmitting a Service Request, page 11-7 Other Service Request Functions, page 11-7 Service Request Approval Process, page 11-9 Service Request Budgeting, page 11-11
Note
About Self-Service Provisioning

You can provision virtual machines (VMs) by using self-service provisioning. However, before a VM is provisioned, you must create a service request. This action initiates a VM creation workflow that includes budget validation, dynamic resource allocation, approval, provisioning, life cycle set up, and notification about the status of service requests.
Service Requests
To provision a VM, you must first create a service request. Once the request is approved by the relevant administrative user, the VM gets provisioned. A VM is provisioned immediately or scheduled up to 90 days from the day of the service request. The approval process for the service request is optional.
Creating a Service Request with Catalog TypeStandard

Step 1 Step 2
On the menu bar, choose Organizations > Service Requests. Choose the Service Requests tab.
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Chapter 11 Service Requests
Step 3 Step 4
Click Create Request. In the Create Service dialog box, complete the following fields: Description Choose the group(s) for which a new VM is provisioned. Choose the catalog type: Standard, Advanced, Service Container, or VDI.
Note
Name Select Group drop-down list Catalog Type drop-down list Select Catalog drop-down list
Step 5 Step 6
Catalog Selection Request Pane
Advanced is used for Orchestration Workflow.
Choose the catalog that is used for VM provisioning.
Click Next. In the Deployment Configuration pane, complete the following fields: Description Choose the VDC on which the VM is provisioned. VDCs are defined by the administrator.
Name Select VDC drop-down list
VM Name or VM Prefix The VM name or prefix. field Comment field Provision drop-down list Power OFF the VM After check box Days calendar Hours drop-down list Minute drop-down list Any comments relating to the deployment configuration. Choose either Now or Later. The VM is provisioned immediately or up to 90 days in the future. When you choose Later, a calendar for the Day, drop-down lists for the Hour and Minute, and radio buttons for AM or PM appear. Check the check box to enter the lifetime of the VM in terms of days and hours after which the VM is terminated automatically. The number of days after which the VM is terminated.1 Choose the number of hours after which the VM is terminated.1 Choose the number of minutes after which the VM is terminated.1
1. This option appears when the Power OFF the VM After check box is checked.
Step 7 Step 8
Click Next. In the Custom Specification pane, complete the following fields: Description Choose the CPU cores for the VM being provisioned.1
Name CPU Cores drop-down list
Memory drop-down list Choose the amount of memory for the VM being provisioned.1
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Name
Description
Storage Tier drop-down Choose an option to customize storage entries for the VM being provisioned.2 list Note See more information about the creation of a virtual storage catalog in Managing Policies section on page 8-1. See more information about enabling this option during catalog creation in Managing Catalogs section on page 10-1. Disks drop-down list Choose the preferred hard disk size for VM provisioning. The list of available datastores depends upon the scope conditions specified in the storage policy. You can enable or disable this option in the storage policy.
1. This list opens if the resizing option is chosen in the Computing policy dialog box. 2. This custom list opens, if the Virtual Storage Catalog was enabled when the chosen catalog was created.
To choose a datastore for a disk, choose a disk from the list and click the Pencil icon. Click Select to view available datastores. Choose a datastore from the list and click Select. Click Submit.
Note
For templates with multiple disks, you must choose a datastore for each disk.
Step 13
In the Custom Specification pane, click Select to view available VM Networks.
Note
This option is available only if the Allow end user to select optional NICs check box or Allow end user to choose portgroups check box is checked in the network policy associated to the VDC selected for this VM provisioning service request. For more information, see Adding a Network Policy section on page 8-8. Choose a VM Network from the list and click Select. Click Next. Complete the details in the Custom Workflow pane.
Note
Custom workflow inputs apply if the catalog chosen for VM provisioning has Post Provisioning Custom Actions enabled. In the above scenario, the post-provisioning workflow allows users to specify custom inputs.
Step 17
Click Next.
Note
The list of available datastores depends upon the scope conditions specified in the storage policy. You can choose only one datastore for each disk category (System, Data, Database, Swap, and Log).
Step 18
Review the Summary for the service request. Click Back to change any entries, or click Submit.
Service Request with Catalog TypeAdvanced

By choosing the advanced catalog type during the creation of a service request, you can execute orchestration workflows. The details involved for creating an advanced catalog are much the same as creating a standard catalog.
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Creating a Service Request with Catalog TypeAdvanced

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9
On the menu bar, choose Organizations > Service Requests. Choose the Service Requests tab. Click Create Request. In the Catalog Selection section of the Create Service Request dialog box, choose the Group, Catalog Type (Advanced), and the Catalog (workflow), Click Next. In the Custom Workflow section of the Create Service Request dialog box, provide the custom workflow input values. Click Next. Review the Summary for the service request. Click Back to edit the entries, or click Submit.
Note
Depending upon the user inputs entered in the workflow creation, these inputs are reflected during the service request.
Service Request Workflow and Details

After you create a service request, you can check the status and workflow, cancel the request, resubmit the request, and so on. These actions are controlled by the toolbar buttons at the top of the service requests lists.
Service Request Workflow

The Workflow Status box displays details about the service request and the workflow steps. A typical workflow for a service request includes the following steps:
1. 2. 3.
InitiationService request initiation by the user. Resource AllocationAllocation of resources that are required for the VM. ApprovalProcess of user approval before the VM is provisioned. An email is sent to the approver who was defined during the catalog creation. This catalog is the catalog that is used during VM provisioning. This step is optional. ProvisionProvisioning process of the VM. Set Up Life cycle ScheduleLife cycle scheduling where the set up, scheduled, and termination times are set. NotifyProcess of notifying the user through email about VM provisioning. Budget WatchAn administrator has to enable budgeting for a group. This step determines if a sufficient budget is available for provisioning a new VM in that group. Check Resource LimitsResource limits for a group must be enabled by an administrator. It determines if sufficient resources are available for provisioning a new VM in that group.
4. 5. 6.
Optional service request workflow steps include Budget Watch and Check Resource Limits:
7. 8.
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Service Request Details

Service Request details include items under Overview, Ownership, Catalog Information, and the Current Status of the service request, as follows: Name Overview Request ID Request Type VDC Image Request Time Request Status Comments Ownership Group Initiating User Duration Hours Scheduled Time The group to which the service request initiating user belongs. The user who has initiated the service request. The amount of time that the VM is active. If defined, the VM gets deleted after the specified time. The time after which the VM is provisioned. If defined, the VM is provisioned at 6 a.m. on the scheduled date. If not defined, the VM is provisioned as soon as the workflow steps for the service request are complete. The email ID provided by the administrator when creating a VDC. The user (if defined) who must approve the service request for VM provisioning. The catalog item name from which the VM is provisioned The cost (projected) of provisioning the VM. This cost is determined based on the Cost Model that is defined for the catalog item. The service request ID number. The type of request (in this case, creating a VM). The VDC where the VM is provisioned. The image from which the VM is provisioned. The time of the service request creation. The status of the service request as Complete, Cancelled, Failed, and so on. Any comments. Description
Catalog Information VDC Owner Email Approving Users Catalog Name Service Request Cost
Catalog Description The catalog item description.
You can view the status of each workflow step. Details such as warning or error messages and the time of the request are also displayed. The workflow steps are color-coded to indicate their status: Color Code Grey Green Red Blue Description The step is incomplete. The step completed successfully. The step failed. The reason for failure is also described. Additional input is required for the step to complete. For example, an approver was defined for a service request, and until the request is approved, this step is incomplete.
Note
Approvers can view service requests that are assigned to them under the Approvals tab.
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Chapter 11 About Scheduling a Service Request
Viewing a Service Requests Workflow Status

Step 1 Step 2
On the menu bar, choose Organizations > Service Requests. From the left panel, choose a User Group.
Note
The default is All User Groups, which lists all Service Requests.
Choose the Service Request tab. Choose a service request. Click View Details to see the details and status of the service request. By default, the Workflow Status tab appears in the dialog box.
Viewing a Service Requests Log

Step 1 Step 2
Note
Choose the Service Request tab. Choose a service request. Click View Details, and choose the Log tab.
About Scheduling a Service Request

You can schedule VM provisioning for a later date using Deferred Provisioning. The default provisioning is at 8.30 a.m. on the date of scheduling. Once the date is set, the VM provisioning status in the workflow displays the provisioning as scheduled for a future date.
Scheduling Service Requests

On the menu bar, choose Organizations > Service Requests. Choose the Service Requests tab. Click Create Request. Choose the group, catalog type and catalog (see more information in the Creating a Service Request with Catalog TypeStandard section on page 11-1 and click Next. Choose the Later option for the Provision field, and the provisioning date in the Service Request dialog box. Click Next until the Summary window appears.
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Step 7
Click Submit.
About Resubmitting a Service Request

You can resubmit a failed service request. A service request could fail for the following reasons:

Budget limit (if defined by administrator) is exceeded for the group under which the VM is being provisioned. Resource limits (if defined by administrator) is exceeded for the group under which the VM is being provisioned. Provisioning could fail if relevant information is not provided when creating a service request.
When a service request is resubmitted, the process starts again from the workflow step that failed in the earlier submittal. For example, if a service request fails in the Resource Allocation workflow (Step 2), when this service request is resubmitted, the process is initiated from that step.
Resubmitting a Service Request

Step 1 Step 2
Note
Choose the Service Request tab. Choose the service request to resubmit. Click Resubmit Request.
Other Service Request Functions

Canceling a Service Request
Step 1 Step 2
Note
Choose the Service Request tab. Choose the service request entry to cancel. Click Cancel Request.
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Step 6
Click Submit to cancel the service request.
Rolling Back a Service Request

You can roll back a service request when a service request is created using orchestration workflow or fenced container deployment.
Step 1 Step 2
Note
Choose the Service Request tab. Choose the service request to archive. Click Archive. In the Archive Request dialog box, click Archive.
Note
Choose the Archived Service Requests tab to view all the archived requests.
Viewing Service Requests for a Particular Group

On the menu bar, choose Organizations > Service Requests. From the left panel, choose a User Group. Choose the Service Requests tab.
Searching the Service Requests History for a Group

On the menu bar, choose Organizations > Service Requests. Choose the Service Requests tab. On the toolbar, click the Search and Replace button. In the Search and Replace dialog box, enter the search terms in the search fields. Click Submit,
Exporting the Service Requests History for a Group

Step 1
On the menu bar, choose Organizations > Service Requests.
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From the left panel, choose a Group Name. Choose the Service Requests tab. On the right of the toolbar, click the Export Report icon. In the Export Report dialog box, choose the report format: PDF, CSV, or XLS. Click Generate Report.
Reinstating an Archived Service Request

On the menu bar, choose Organizations > Service Requests. Choose the Archived Service Requests tab. Choose the service request to unarchive. ClickUnarchive.
Service Request Approval Process

Before the VM is provisioned, a service request must be approved by a specified approver or approvers who are defined in the VDC. You have an option to define two approvers for a group.

Once created, the service request workflow has a step requiring VM approval that shows the approvers name. A service request notification email is sent to the approver(s). The approver(s) are able to see all requests under the Approvals tab. Once approved, the next step, VM provisioning, is initiated.
Note
For more information about defining approvers, see Managing Virtual Data Centers section on page 9-1.
Approving a Service Request

On the menu bar, choose Organizations > My Approvals. Choose the My Approvals tab. Choose the service request entry to approve. To verify the details, click View Details. Click Approve. Add comments in the Service Request dialog box if necessary.
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Chapter 11 Service Request Approval Process
Step 7
Click Approve.
Rejecting a Service Request

On the menu bar, choose Organizations > My Approvals. Choose the My Approvals tab. Choose the service request entry to reject. Verify the details by clicking View Details. Click Reject. Add comments in the Service Request dialog box if necessary. Click Reject.
Viewing the Service Requests Approvals History

Step 1 Step 2
On the menu bar, choose Organizations > My Approvals. Choose the My Approvals tab. All approvals that are either already approved or pending approval are listed.
Searching the Service Request Approvals History

On the menu bar, choose Organizations > My Approvals. Choose the My Approvals tab. In the Search field, enter the search term.
Exporting Service Request Approvals History

On the menu bar, choose Organizations > My Approvals. Choose the My Approvals tab. From the list, choose the Group Name. On the right of the toolbar, click the Export Report icon. In the Export Report dialog box, choose the report format: PDF, CSV, or XLS.
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Step 6
Click Generate Report.
Service Request Budgeting

Viewing the Current Month Budget Availability
On the menu bar, choose Organizations > Service Requests. From the left panel, choose either All User Groups or a specific user group. Choose the Current Month Budget Availability tab.
Viewing Budget Entries

On the menu bar, choose Organizations > Summary. From the left panel, choose a user group. Choose the Budget Entries tab.
Adding a Budget Entry

On the menu bar, choose Organizations > Summary. From the left panel, choose a user group. Choose the Budget Entries tab. Click Add (+). In the Add Budget Entry dialog box, complete the following fields: Description The name of the budget entry. The amount of the budget per month. Choose the year. Choose the month. Choose the number of months for the same amount of budget to repeat.
Name Entry Name field Budget Amount field Year drop-down list Month drop-down list Repeat Entries drop-down list
Step 6
Click Add.
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Chapter 11 Service Request Budgeting
Editing a Budget Entry

On the menu bar, choose Organizations > Summary. From the left panel, choose a user group. Choose the Budget Entries tab. In the main page, choose the budget entry. Click Edit. In the Edit Budget Entry dialog box, complete the following fields: Description The name of the budget entry. Choose the name of the group. The amount of the budget per month. Choose the year. Choose the month.
Name Entry Name display-only field Group display-only drop-down list Budget Amount field Year display-only drop-down list Month display-only drop-down list
Repeat Entries display-only Choose the number of months for the same amount of budget to repeat. drop-down list
Step 7
Click Save.
Deleting a Budget Entry

On the menu bar, choose Organizations > Summary. From the left panel, choose a user group. Choose the Budget Entries tab. In the main window, choose the budget entry. Click Delete (X). Confirm the deletion in the Delete Entry dialog box.
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12


About Multiple Disk VM Provisioning, page 12-1 Workflow for Multiple Disk VM Provisioning, page 12-2 About Templates with Multiple Disks, page 12-2 Defining the Storage Policies, page 12-2 Creating a Catalog, page 12-4 Creating a VM Disk, page 12-7
Note
About Multiple Disk VM Provisioning

Cisco UCS Director Release v4.1 supports virtual machine (VM) provisioning of multiple disks from a template. You can configure VM disk provisioning on a preferred single datastore or multiple datastores. You can also configure individual disk policies for each additional disk in a template. Cisco UCS Director classifies the disks into five categories:

System Data Database Swap Log
Note
The disk categories that are defined by Cisco UCS Director are for disk labeling only.
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Chapter 12 Workflow for Multiple Disk VM Provisioning
Workflow for Multiple Disk VM Provisioning

The following shows how to provision a multiple disk VM.
Check for the availability of a template with multiple disks. Assign disk categories. Define the storage policy . Create the template catalog.
About Templates with Multiple Disks

To provision a multiple disk virtual machine (VM), a template (image) with multiple disks, must be available. Before using a template with multiple disks for VM provisioning, you must assign the disk categories for individual disks.
Assigning Disk Categories

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9
On the menu bar, choose Virtual > Compute. Choose a VMware cloud and choose the Images tab. Choose a template with multiple disks. On the toolbar, click the View Details button. Click the Disks tab. Choose a disk. Click Assign Disk Type. Choose the disk type (System, Data, Database, Swap, or Log). Click Submit .
Note
You should assign at least one disk as the system disk.
Defining the Storage Policies

The storage policy defines resources such as datastore scope, type of storage to use, minimum conditions for capacity, latency, and so on. The storage policy also provides an option for you to configure the additional disk policies for multiple disks and an option to provide datastore choices for the end user during a service request creation.
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Multiple Disk VM Provisioning Defining the Storage Policies
Cisco UCS Director supports VM provisioning with multiple disks on multiple datastores. There are five types: System, Data, Database, Swap, and Log. The System disk policy is configured first, and the other disks are configured later depending on the requirements. You can configure the disk policy individually for each disk type or choose the default system disk policy for each disk. When using the additional disks policies, be sure to uncheck the Provision all disks in a single datastore option during catalog creation for the multiple disk template. For more information about catalog creation, see the Creating a Catalog section on page 12-4. In addition, Cisco UCS Director supports datastore selection during the creation of a service request for VM provisioning by providing you with an option to enable or disable datastore selection for the end user. The datastores that are listed for selection depend upon the scope conditions specified in the storage policy associated with the VDC that was chosen during the creation of the service request.
Creating a Storage Policy

On the menu bar, choose Policies > Storage. Choose the VMware Storage Policy tab. Click Add (+). In the Add Storage Resource Allocation Policy- System Disk Policy dialog box, complete the following fields: Description The name of the policy. This name is used during catalog definition.
Name Policy Name field
Policy Description field The description of the policy. Cloud Name drop-down Choose the cloud in which resource allocation occurs. list System Disk Scope Data Stores Scope drop-down list Use Shared Data Store only check box Storage Options Use Local Storage check box Use NFS check box Use SAN check box Minimum Conditions check box list Override Template check box Use Thin Provisioning check box Check the check box to use local storage. By default, the field is checked. Check the check box to use NFS storage. By default, the field is checked. Check the check box to use SAN storage. By default, the field is checked. Check the check boxes of one or more conditions that should match. Hosts or datastores that do not meet these criteria are excluded from consideration. If more than one condition is chosen, all chosen conditions must match. Check the check box to override the template properties. You are provided with options to enter custom settings such as using thin provisioning and custom disk size. Check the check box to use thin provisioning during VM storage provisioning.1
Note
Choose the scope of deployment. Specify whether to use all, include chosen, or exclude chosen. Check the check box to use shared datastores only.
Thin provisioning enables dynamic allocation of physical storage capacity to increase VM storage utilization.
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Name Custom Disk Size
Description A custom disk size that will override the disk size of the template used for VM provisioning.1
Resize Options for the VM Life Cycle Allow Resizing of Disk Check the check box to provide an option to choose the VM disk size before provisioning. Permitted Values for Disk in GB field Allow user to select datastore from scope check box The disk size values for provisioning a VM.2 Check the check box to provide the user with an option to choose the datastore during the service request creation.
1. This option appears when Override Template is checked. 2. This option appears when Allow resize of disk is checked.
Step 5 Step 6
Click Next. In the Additional Disk Policies pane, choose a disk type to configure.
Note
By default, the disk policy for the disk is System Disk Policy.
Click the Pencil icon and the Edit Disk Policies Entry dialog box appears. To configure the disk policy, uncheck the Same as System Disk Policy check box. In the Edit Entry dialog box, choose the Disk Scope and Storage Options for the disk type. Click Submit. Continue to configure the other disk types as needed. Click Submit.
Note
To use the storage policy created with additional disk policies, you must associate the policy with the VDC that is used for the VM provisioning.
Creating a Catalog
Adding a Catalog
On the menu bar, choose Policies > Catalogs . Choose the Catalog tab. Click Add (+). In the Create Catalog dialog box, complete the following fields: Description The name of the catalog.
Name Basic Information pane Catalog Name field
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Multiple Disk VM Provisioning Creating a Catalog
Name Catalog Description field Catalog Type drop-down list
Description The description of the catalog. Choose between:

Standard is used to create catalogs for VM provisioning using images from a list of clouds. Advanced is used for publishing orchestration workflows as catalog items. Service Container is used for publishing application containers as catalog items. VDI is used for publishing Xen Desktop as catalog items.
Catalog Icon drop-down Choose from a list of icons to associate this catalog with an image. This icon is seen list when you are creating a service request using this catalog. Applied to all groups check box Selected Groups check box list Check the check box to enable all groups to use this catalog. Uncheck the check box to deny its use to other groups. Check the check boxes for the included groups that are from the Select Items dialog box. The checked group(s) use this catalog to provision new VMs.
Cloud Name drop-down Choose the cloud with the image for VM provisioning. list Image drop-down list Choose the type of image (any existing templates such as Windows, Linux and other files that make up the image) that you use when VMs are provisioned using this catalog. Choose the Windows License.1 Check the check box to provision all disks in a single datastore.2 You can also choose to use the datastores configured for each disk in the storage policy.
Note
Windows License Pool Provision all disks in single datastore check box Service Container Template Name drop-down list XenDesktop Catalog drop-down list
For more information on multiple disk storage policy creation, see Managing Policies, page 8-1.
Choose the template from the list.3
Choose the template from the list of XenDesktop dedicated catalogs configured in Desktop Studio.4
1. This option appears only when a Windows image is chosen. 2. This option appears if the chosen template has multiple disks. 3. This option appears when the chosen Catalog Type is Service Container. 4. This option appears when the chosen Catalog Type is VDI.
Step 5 Step 6
Click Next. In the Applications Detail pane, complete the following fields: Description
Name Application Details Pane
Category drop-down list Choose a VDC category. Support Contact Email Address field The email address of the contact that is notified when a service request is created using this catalog item.
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Name Specify OS drop-down list Specify Other OS field Specify Applications check box list Specify Other Applications field Application Code field
Description Choose the type of OS installed on the VM when it is provisioned. Any OS that is not available in the Specify OS list. Check the check boxes for applications from the Select Items dialog box. These applications are installed on the VM during provisioning. The applications that are not available in the Select Items dialog box. An application code that is used in the VM name. The application code can be between 1 to 4 characters (for example: W2K3, DB, WS). The application code can used in a system policy for the VM name by using the variable ${APPCODE}. For example, if the VM Name Template is vm-${GROUP_NAME}-${APPCODE}, the VM provisioned with the system policy has the name vm-groupname-W2K3.
Step 7 Step 8
Click Next. In the User Credentials pane, complete the following fields: Description Choose to allow or disallow users to retrieve VM access credentials (shared). The user ID.1 The user password.1
Name Credential Options drop-down list User ID field Password field
Step 9 Step 10
Click Next. In the Customization pane, complete the following fields. Description Check the check box to enable an orchestration workflow that is executed after VM provisioning. Choose a defined workflow for provisioning.1 Choose Hourly or Monthly.
Name Post Provisioning Custom Actions check box Workflow drop-down list VM App Charge Frequency drop-down list
1. This option appears when Post Provisioning Custom Actions is checked.
Step 11
Click Next.
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Step 12
In the VM Access pane, complete the following fields: Description Check the check box to enable web access to the VM. Uncheck the check box to disable web access to the VM. The URL of the VM.1 The label that is defined for this URL.1
Name Web Access Configuration check box URL field Label field
Remote Desktop Access Check the check box to enable remote desktop access to the VM. Uncheck the check Configuration check box to disable remote desktop access to the VM. box Server field Port field Label field The IP address of the server for remote access.2 The port number on the server for remote access.2 The label that is defined for this remote access.2
1. This option appears when Web Access Configuration is checked. 2. This option appears when Remote Desktop Access Configuration is checked.
Click Next . Review the catalog information in the Summary. Click Submit when done.
Creating a VM Disk
Note
You can add an additional disk with a custom size to provisioned or discovered VMs by using the Create VM disk option that is available through the VM action button. On the menu bar, choose Virtual > Compute. From the left side pane, choose a cloud name. Choose the VMs tab. From the list, choose a VM. At the right side of the toolbar click the down arrow and a drop-down list of VM options opens. Choose Create VM Disk. In the Create VM Disk dialog box, complete the following fields: Description The VM name.
Name VM Name display-only field
New Disk Size (GB) The disk size for the VM in GB. field
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Name Select a disk type drop-down list
Description Choose the disk label. The choices are as follows:

System Swap Data Database Log
Select Datastore drop-down list Thin Provision check box
Choose the datastore. The datastores choice depends on the storage policy that is associated with the VMs VDC. Check the check box to add a thin provisioned disk to the VM.
Note
Thin provisioning enables dynamic allocation of physical storage capacity to increase VM storage utilization.
Step 8
Click Create .
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Using the Chargeback Module


About Chargeback Features, page 13-1 Budget Policies, page 13-2 Cost Models, page 13-2 Modifying a VDC to Include a Cost Model, page 13-4 Package-Based Cost Models, page 13-6 Storage Tier Cost Models, page 13-8 Assigning a Datastore to Tiers, page 13-8 Chargeback Reports, page 13-9 Change Records, page 13-11 Chargeback Calculations, page 13-12
Note
About Chargeback Features

The Cisco UCS Directors chargeback module offers in-depth visibility into the costs of the virtual infrastructure. It allows the definition and assignment of cost models to policies within departments and organizations. Virtual machine (VM) metering data is collected at frequent intervals to ensure accurate calculation of resource costs. Features of the chargeback module are as follows:

FlexibilityProvides fixed costs, one-time costs, allocation costs, usage costs, and a combination of all, based on the organizational requirements. Reusable Cost ModelsAssigns cost models to VMs using standardized cost models or templates. These templates are used to apply cost models to new environments quickly. ReportingGenerates various summary and comparison reports of costs and resource usage for the virtual infrastructure. These reports are exported to PDF, CSV, and XLS formats and allows you to view them within a web browser. Top 5 ReportsMonitors the top five reports for organizations or groups with the highest VM cost, CPU, memory, storage and network costs.
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Chapter 13 Budget Policies
DashboardMonitors and analyzes VM metering information and chargeback in real time with the built-in dashboard and extensive set of graphical widgets.
Budget Policies
Overall resources are accounted for by the chargeback module. In addition to chargeback, individual groups or organizations must be associated with a budget policy where you can enable or disable the budget watch and over budget.
Configuring a Budget Policy

On the menu bar, choose Administration > Users and Groups. Choose the User Groups tab. Choose a group and click Budget Policy. In the Budget Policy dialog box, complete the following fields: Description If checked, the groups budget usage is monitored. If unchecked, all budget entries for this group are ignored. If checked, the group members are allowed to go over the provisioned budget. If unchecked, once the budget is exhausted, all requests are rejected until a new budget is added.
Name Enable Budget Watch check box Allow Over Budget check box
Step 5
Click Save.
Cost Models
A cost model is used to define the unit level costs of virtual resources such as CPU, RAM, and storage. These costs are used for chargeback calculations of VMs within the virtual infrastructure. Cost models offer a definition of costs in a linear model, Costs can be defined at the unit level. The cost of a particular resource for a VM is calculated based on how many units are assigned to that VM. For example, the cost of 1 GB of RAM is defined within the cost model and this unit cost is used to determine the cost of RAM for a particular VM. You can define one-time provisioning costs, active or inactive VM costs, and provisioned, reserved, or used costs for resources such as CPU, memory and so on. These costs are used to calculate the VM costs based on usage.
Creating a Cost Model

Step 1 Step 2
On the menu bar, choose Policies > Service Delivery. Choose the Cost Model tab.
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Click Add (+). In the Add Cost Model dialog box, choose the Standard option under the Cost Model Type drop-down list. Complete the following fields: Description The name of the cost model.
Name Cost Model Name field
Cost Model Description The description of the cost model. field Cost Model Type drop-down list Choose the type of cost model. Standard indicates a linear cost model. Advanced indicates a package or script-based cost model. See the Package-Based Cost Models section on page 13-6 section for the Advanced cost model description and usage. You can also choose HyperV, if appropriate. Choose the frequency at which the VMs resources costs are defined. If you want to specify the costs of resources on an hourly basis, choose Hourly. If you want to specify the costs of resources on a monthly basis, choose Monthly. The fixed one-time cost for provisioning the VM. The per hour cost of a VM in the active state. The per hour cost of a VM in the inactive state. Choose the charge unit for CPU: GHz or cores . The provisioned CPU cost per CPU charge unit per hour.1 The amount of CPU that was provisioned to the VM is taken into consideration.
Note
Charge Frequency drop-down list Fixed Costs One Time Cost field VM Costs Active VM Cost field Inactive VM Cost field CPU Costs CPU Charge Unit drop-down list Provisioned CPU Cost field Reserved CPU Cost field
If you enter a value for the Used CPU Cost, you must leave this field blank.
The reserved CPU cost per GHz per hour.1 The amount of CPU that has been actually reserved to the VM is taken into consideration, including the provisioned CPU cost calculation. Any extra cost for the reserved CPU (apart from the provisioning cost) is entered here. For example, if the provisioning cost is $1 and the reserved cost is $1.4, the extra amount to reserve must be mentioned. In this example, it is $1.4 $1 = $0.4.
Note
If you enter a value for the Used CPU Cost, you must leave this field blank.
Used CPU Cost field
The used CPU cost per GHz per hour.1 The cost is based on the actual CPU usage. This cost does not take into consideration the provisioned and reserved costs. If you enter a value for the Used CPU Cost, the provisioned cost and reserved cost fields must be left blank. The provisioned memory cost per GB per hour.2
Memory Costs Provisioned Memory Cost field
Reserved Memory Cost The reserved memory cost per GB per hour.2 field Used Memory Cost field The used memory cost per GB per hour.2
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Chapter 13 Modifying a VDC to Include a Cost Model
Name Network Costs
Description
Received Network Data The received data cost per GB per hour. Cost field Transmitted Network Data Cost field Storage Costs Committed Storage Cost field Uncommitted Storage Cost field
2.
The transmitted data cost per GB per hour.
The committed storage cost per GB per hour. The uncommitted storage cost per GB per hour. The unused but provisioned storage is defined as uncommitted storage.
1. The cost if the CPU charge unit is GHz. The memory cost calculation is done in a similar manner to the CPU cost calculation.
Step 6
Click Add .
Modifying a VDC to Include a Cost Model

You can add or edit an existing VDC to assign it the newly created cost model. You can edit an existing VDC or a new VDC can be created and have a cost model assigned to it. After the cost model is assigned to a VDC, all VMs within the VDC are charged based on the advanced cost model. Any VMs within VDCs that have the standard type of cost model are still charged according to the standard cost model.
Adding a Cost Model to a VDC

On the menu bar, choose Policies > Virtual Data Centers. Choose the VDC tab. Choose the VDC to add to the cost model. Click Add (+). In the Add VDC dialog box, complete the following fields: Description The name of the VDC.
Name VDC Name field
VDC Locked check box Check the check box to deny the use of the VDC for any further deployments. Actions on existing VMs, within this VDC, are disabled. Uncheck the check box to allow the use of the VDC for further deployments. VDC Description field Group drop-down list The VDC specific description. Choose the group for which the VDC is being set up.
Cloud Name drop-down Choose the cloud on which the VDC is being set up. list
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Name Approvers and Contacts First Approver User Name field Second Approver User Name field
Description The user who must approve the service request. The second user who must approve the service request.
Provider Support Email The contact or users email address. The person who is notified about VM Address field provisioning using this VDC. Copy Notifications to Email Address field Policies System Policy drop-down list Computing Policy drop-down list Network Policy drop-down list Storage Policy drop-down list Cost Model drop-down list Disable displaying cost in the SR summary and email page check box User Action Policy drop-down list Choose the system policy applicable to the VDC. Choose the computing policy applicable to the VDC. Choose the network policy applicable to the VDC. Choose the storage policy applicable to the VDC. Choose the cost model applicable to the VDC. Check the check box to disable displaying cost in the SR summary and email page for this VDC. Choose the policy that is used for execution of orchestration workflows after provisioning of the VMs. The chosen workflow appears as an action button for VMs within the VDC. The second contacts email for copying notifications about this VDC.
End User Self-Service Policies VM Power Check the check box to enable all VM power management actions for VMs that Management check box belong to this VDC.
Note
End user self-service policies also include VM Resizing, VM Snapshot Mangement, VM deletion, VM Disk Management, and VM Network Management. For more information, see Adding a VDC section on page 9-1. Click Add .
Step 6
Editing a VDC to Include a Cost Model

Step 1 Step 2
On the menu bar, choose Policies > Virtual Data Centers . Choose the VDC tab.
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Chapter 13 Package-Based Cost Models
Choose the VDC to add the cost model. Click Manage Categories. Choose the category to edit. Click Edit. In the Edit App Category dialog box, in the drop-down list, choose a Cost Model and a Deploy Policy. Click Save .
Package-Based Cost Models

A package-based cost model enables you to define the costs for the system resources as packages instead of as individual definitions. There are different packages to choose from based on your requirements. This type of cost model is suitable for nonlinear models.
Note
Cisco UCS Director supports definitions of CPU memory (server) packages. In this type of cost model, the definition is based on the available resource packages. The model is in the following format: C M:X. C is the number of CPU cores. M is the memory in GB. X is the combined monthly cost of C and M. For example, a package with an entry of 2-4:200 implies CPU cores = 2, memory = 4 GB, and the cost of this package is $200 per month. You can define multiple packages using the following format: C1-M1:X1,C2-M2:X2,......,CN-MN:XN. For example, 1-1:50,1-2:70,1-4:90,2-4:150,2-6:170,2-8:190,4-8:350,4-12:380,4-16:400. The first entry 1-1:50 is a package of 1 core CPU and 1 GB memory that costs $50 per month.
Note
These entries can be edited at any time to suit the cost package requirements.
Creating a Package-Based Cost Model

On the menu bar, choose Policies > Service Delivery. Choose the Cost Model tab. Click Add (+) to create a new cost model. Under the Cost Model Type field, choose the Advanced option. Paste the script provided in the Advanced Cost Model field. /********************************/
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var CPU_MEMORY_COST = 1-2:81,1-4:95,1-8:109,2-4:162,2-6:176,2-8:189,2-16:378,4-12:352,4-16:378; /********************************/ /* define cost packages as shown above. The cost packages can be defined in the following format: C-M:X. C is the number of CPU cores. M is the memory in GB. X is the combined monthly cost of C and M. For example, 2-4:162 means CPU cores = 2, memory = 4 GB and the cost of this package is $162 per month. */ /* When defining multiple packages, define it in the following format: C1-M1:X1,C2-M2:X2, ...........,CN-MN:XN The standard packages are defined at the top of the script using the variable CPU_MEMORY_COST. This variable can be edited to suit the cost package requirement. */ /* For reference, the storage cost to use is based on the storage tier cost model definition. */ /* do not edit any script below */
computeChargeback(data); function computeChargeback(data) { var map = chargeBackAPI.getCPUMemCostModelMap(CPU_MEMORY_COST); var cpuCores = data.getVmMeter().getCpuCores(); var memory = data .getVmMeter().getAllocMemGB(); var serverCost = chargeBackAPI.getCostForItem(map,cpuCores, memory); serverCost = serverCost / (24 * 30); var storageTierCost = chargeBackAPI .getStorageCostForItem(data.getVmMeter().getVmId()); var storageGB = (data.getVmMeter().getCommittedDiskGB()) + (data.getVmMeter().getUncommittedDiskGB()); var committedDiskGBCost = (data.getVmMeter() .getCommittedDiskGB()) * storageTierCost; var unCommittedDiskGBCost = (data.getVmMeter() .getUncommittedDiskGB()) * storageTierCost; var storageCost = (storageGB * storageTierCost) / (24 * 30); var totalVMCost = serverCost + storageCost; var cb = data .getCbSummary(); cb.setCpuCores(cpuCores); cb.setMemory(memory); cb.setServerCost(serverCost); cb.setCommittedDiskGB(data .getVmMeter().getCommittedDiskGB()); cb.setCommittedDiskGBCost(committedDiskGBCost); cb.setUncommittedDiskGB(data.getVmMeter().getUncommittedDiskGB()); cb.setUncommittedDiskGBCost(unCommittedDiskGBCost); cb.setTotalCost(totalVMCost); }
/* *********************************/ Step 6
Click Add .
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Chapter 13 Storage Tier Cost Models
Note
Once the cost model has been defined, assign it to a VDC in order to start the chargeback of VMs based on this cost model.
Storage Tier Cost Models

You can use a storage tier cost model to define multiple costs for storage using the tier format. Current storage types include local, NFS, SAN, and NAS, and others. Each storage type cost could vary and you can incorporate this variation while calculating costs for storage usage. You can use this model to define different costs for different tiers and then assign existing datastores to these tiers. You can group similar datastore types by cost wise using the tier cost model. Each tier must be assigned a cost. This cost is per GB per month. For example, when assigning $0.5 to a tier, all datastores within this tier are charged at $0.5 per GB per month. By default, four tiers are already created, so you must assign the costs to them.
Assigning a Cost to a Tier

On the menu bar, choose Policies > Service Delivery. Choose the Storage Tier Cost Model tab. Choose the tier to edit. Click Edit. Edit the Disk Cost (GB)/Month field. Click Submit .
Assigning a Datastore to Tiers

You can assign a datastore to a tier so that the cost defined in the tier is used to calculate the cost of storage within that particular datastore. When calculating the chargeback for VMs within a datastore, the cost is determined by which tier the datastore was assigned to. If no tier is assigned to a datastore, the storage cost for that datastore is not considered when using the advanced (script) based cost model. When using a regular cost model, where you define the resource costs in a form, storage tier costs are taken into consideration if tier costs are assigned and datastores are assigned to those tiers. However, if no tier is assigned to a datastore, the storage cost for VMs under that datastore is taken from the storage cost entry of the cost model form.
Note
Assigning a datastore to a tier applies only to the regular cost model.
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Assigning a Datastore to a Tier

On the menu bar, choose Virtual > Storage . From the left panel, choose the cloud account. Choose the Datastore Capacity Report tab.
Note
Currently, the tier based cost is supported only on VMware cloud accounts.
Choose the datastore to assign a tier. Click Assign Tier and the Storage Tier dialog box appears. From the drop-down list, choose a tier. Click Submit .
Chargeback Reports
Chargeback provides information about how much organizations are paying for resources, both used and unused. This feature allows you to optimize resource consumption and costs. The system resources accounting can be based on monthly usage. Resources, such as CPU and memory usage, are monitored and measured. Chargeback reports are based on the type of the cost model. Chargeback is calculated and shown in the form of tabular reports, summaries, graphical reports, and widgets. The report types are as follows:
Viewing
Current month summaryThe current month summary cost report (VM, CPU, storage costs,
and so on) by groups.

Previous month summaryThe previous month summary cost report (VM, CPU, storage costs,
and so on) by groups.

Monthly resource accounting detailsThe resource accounting details (CPU and memory
usage statistics) for each group on a monthly basis.

VM level resource accounting detailsThe resource accounting details at the VM level. VM level chargeback detailsThe charges that are applicable for VM usage using the
chargeback feature.
Export
Export monthly resource accounting detailsReports of resource accounting details can be
exported as tables.
Export VM level resource Accounting detailsReports of VM level resource accounting details
can be exported as tables.

Export VM level chargeback detailsChargeback reports can be exported as tables.
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Chapter 13 Chargeback Reports
Viewing a Current Month Summary

On the menu bar, choose Organizations > Chargeback . From the left panel, choose the group to view. Choose the Current Month Summary tab to view the months chargeback details for all VMs that belong to the group.
Viewing the Previous Months Summary

On the menu bar, choose Organizations > Chargeback. From the left panel, choose the group to view. Choose the Previous Month Summary tab to view the previous months chargeback details for all VMs that belong to the group.
Viewing the Monthly Resource Accounting

On the menu bar, choose Organizations > Chargeback . From the left panel, choose the group to view. Choose the Resource Accounting tab.
Viewing the VM Level Resource Accounting Details

On the menu bar, choose Organizations > Chargeback. From the left panel, choose the group to view. Choose the Resource Accounting Details tab to view the individual VMs resource usage details.
Viewing the VM Level Chargeback Details

On the menu bar, choose Organizations > Chargeback . From the left panel, choose the group to view. Choose the Chargeback tab.
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Exporting the Monthly Resource Accounting Details

On the menu bar, choose Organizations > Chargeback . Choose the Resource Accounting tab. Click the Export Report icon on the right side of the toolbar and the Export Report dialog box appears. From the drop-down list, choose a format: PDF, CSV, or XLS. Click Generate Report .
Exporting the VM Level Resource Accounting Details

On the menu bar, choose Organizations > Chargeback . Choose the Resource Accounting Details tab. On the right side of the toolbar, click the Export Report icon. The Export Report dialog box appears. From the drop-down list, choose a format: PDF, CSV, or XLS. Click Generate Report .
Exporting the VM Level Chargeback Details

On the menu bar, choose Organizations > Chargeback. Choose the Chargeback tab. On the right side of the toolbar, click the Export Report icon. The Export Report dialog box appears. From the drop-down list, choose a format: PDF, CSV, or XLS. Click Generate Report .
Note
When using the advanced (script) based cost model, CPU and memory costs are combined as one server cost and displayed in the chargeback report. Storage costs are calculated based on the VMs datastore tier cost.
Change Records
You can use change records within the Change Management Database (CMDB) to track and manage changes in the system. These records typically display ADD, DELETE, and MODIFY type of events on any resource, such as a VM, service request, groups, and so on.
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Change records display information about the resource type (VM) including the resource name, change type, change time, and description. In the case of VM resizes, information is provided about resources of the VMs that were resized and also about previous and resized resource values. When a VM has been resized, such changes are recorded and displayed under the Change Records tab.
Accessing Change Records

Step 1 Step 2
On the menu bar, choose Administration > Integration . Choose the Change Records tab.
Chargeback Calculations
The total cost calculated for a VM includes the following: Total cost = active VM cost or inactive VM cost + one-time cost + CPU cost + memory cost + disk cost + CPU reserved cost + memory reserved cost + CPU used cost + CPU core cost + memory used cost + network received used cost + network transmitted used cost + application cost The VM cost calculation is done only on an hourly basis. The cost for each resource is calculated based on the values that are defined in the cost model. The cost calculations are based as follows: Cost Active VM Cost Inactive VM Cost One Time Cost CPU Cost Memory Cost Disk Cost Cost Description The value defined in the cost model for the active VM cost. The value defined in the cost model for the inactive VM cost. The value defined in the cost model for the one-time cost. CPU usage (provisioned) cost that is defined in the cost model for the provisioned CPU cost. The CPU charge unit is GHz. Memory usage (provisioned) cost that is defined in the cost model for the provisioned memory cost. The memory charge unit is GB. The committed storage committed storage cost that is defined in the cost model + uncommitted storage uncommitted storage cost that is defined in the cost model. The storage charge unit is GB. The reserved CPU cost that is defined in the cost model for the reserved CPU cost.1. The reserved memory cost that is defined in the cost model for the reserved memory cost.2. The used CPU cost that is defined in the cost model for the used CPU cost.1. The used CPU core cost that is defined in the cost model for the CPU core cost. The CPU charge unit is per core.
CPU Reserved Cost Memory Reserved Cost CPU Used Cost CPU Core Cost
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Cost Memory Used Cost Network Received Used Cost
Cost Description The used memory cost that is defined in the cost model for the used memory cost.2. The network received usage in KB / (1024.0 1024.0) cost that is defined in the cost model for the received network data cost. The network charge unit is GB.
Network The network transmitted usage in KB / (1024.0 1024.0) cost that is defined in Transferred Used the cost model for the transmitted network data cost.5. Cost Application Cost The active VM hours cost that is defined in a catalog for active VM application cost + inactive VM hours cost that is defined in a catalog for the inactive VM application cost.
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14
System Monitoring and Reporting


Dashboard, page 14-1 Summary, page 14-2 Inventory Management, page 14-3 Resource Pools, page 14-3 Clusters, page 14-3 Images, page 14-4 Host Nodes, page 14-4 VMs, page 14-4 Topology, page 14-5 Assessment, page 14-5 Reports, page 14-5
Note
Dashboard
The dashboard is the first window that you see when you log in. Any report widget in the application can be added to the dashboard. You can enable the dashboard (in the top level menu) for adding important and favorite report widgets.
Enabling the Dashboard

At the top right of the window, click admin. Choose the Dashboard tab. Check the Enable Dashboard check box. Click Apply.
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Chapter 14 Summary
Adding Report Widgets

On the menu bar, choose Virtual > Compute. From the left panel, choose the cloud name. Choose the tab with the type of report you want to view. At the top right of a report, click the down arrow. Choose Add to Dashboard .
Refresh Widget Data

You can set refresh to automatic or manual for report widget data. For automatic refresh, you have an option to customize the automatic refresh from 5 to a maximum of 60 minutes. The Automatic Refresh button on the dashboard should be set to ON to configure the time.
Summary
The Summary window allows you to manage system inventory. It gives you access to a wide array of tabular, graphical, and map reports, and also helps in managing inventory life cycle actions. Each report is displayed as a widget and can be hidden through customization.
Viewing Virtual Machine, Cloud and System Summary Information

Step 1 Step 2
On the menu bar, choose Virtual > Compute . Choose the Summary tab.
Customizing Summary Report Widgets

On the menu bar, choose Virtual > Compute . Choose the Summary tab. Click the Customize icon to bring up the available report widgets. Click and drag a widget onto the dashboard. Double-click the report to expand the view, or click the top right side of a report and choose Expand View. Adjust the size of the reports displayed on the Dashboard by using the slide bar.
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Inventory Management
You can monitor the system inventory using the dashboard. Any changes to the physical infrastructure are updated to the dashboard. The dashboard displays the entire system level infrastructure information for administrative management.
Accessing System Inventory Details

On the menu bar, choose Virtual > Compute . From the left panel, choose the cloud name. Choose any of the tabs for detailed information.
Resource Pools
The Resource Pools tab shows resource details at the host node level. These details include the CPU configured reservation, CPU limit, CPU used, memory used, and so on.
Accessing Resource Details

On the menu bar, choose Virtual > Compute . From the left panel, choose the cloud name or choose All Clouds. Choose the Resource Pools tab.
Clusters
The Clusters tab displays all the clusters and their details, if available, on the pod.
Accessing Clusters
Step 1 Step 2
On the menu bar, choose Virtual > Compute. Choose the Clusters tab.
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Chapter 14 Images
Images
The Images tab displays all available image IDs and their details. These images include guest OS, CPU, memory, and storage provisioned. You can use these image IDs to provision new virtual machines (VMs).
Accessing Images
Step 1 Step 2
On the menu bar, choose Virtual > Compute. Choose the Images tab.
Host Nodes
The Host Nodes tab displays all physical host nodes that are available in the infrastructure. You can see details such as the ESX/ESXi version installed, active VMs, power status, and so on.
Accessing Host Nodes

On the menu bar, choose Virtual > Compute. Choose the Host Nodes tab. From the drop-down list, choose a Report type on the toolbar.
VMs
The VMs tab displays all the VMs and VM specific details for the chosen cloud.
Accessing VMs
Step 1 Step 2
On the menu bar, choose Virtual > Compute. Choose the VMs tab.
Accessing Group Level VMs

Step 1
On the menu bar, choose Organizations > Virtual Resources.
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System Monitoring and Reporting Topology
Step 2
From the left panel, choose a group and then choose the VMs tab.
Topology
The Topology tab displays VMware cloud topology. There are four view mode types: Hierarchical, Concentric, Circular, and Force Directed. Depending on the view mode you choose, you can adjust the item spacing, distance, radius, rigidity, and force distance.
Accessing Topology Types

On the menu bar, choose Virtual > Compute. From the left panel, choose the cloud name. Choose the Topology tab. Choose one of the topology types: Hostnode-Datastore Topology, or Hostnode-VM Topology. On the toolbar click the View Connectivity button. The topology appears in a new window.
Note
Not all of the topology types display.
Assessment
The Assessment tab displays assessment reports, including cloud readiness, virtualization best practices, performance optimization, capacity, and power optimization.
Accessing Assessments
On the menu bar, choose Virtual > Compute. From the left panel, choose the cloud name. Choose the Assessment tab. From the Report drop-down list, choose a report type.
Reports
Cisco UCS Director can monitor the virtual infrastructure and system resources by displaying a wide array of reports. These reports help you to understand system details and provide an insight into how the system is performing. Report types are as follows:
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Tabular reports for system information, including overview, host nodes, new VMs, and deleted VMs. Bar and pie graph comparisons, including VMs active versus inactive, CPU provisioned versus capacity, and so on. Trend graphs about system resources, including CPU trends, memory trends, VM additions and deletions, and so on. Other reports include Top 5 reports at the group, VDC, host node, and VM level. The Top 5 reports are groups with the highest number of VMs, groups with the greatest CPU usage, VDCs with the highest number of VMs, host nodes with the greatest CPU usage, and so on. Map reports display the system resource information in the form of heat maps or color-coded maps.
Accessing Reports
On the menu bar, choose Virtual > Compute. From the left panel, choose the cloud name. Choose the tab with the type of report (Map, Top 5, or More Reports).
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15
Managing Life Cycles


Managing VM Power Settings, page 15-1 Resizing a VM, page 15-2 Managing VM Snapshots, page 15-2 Configuring the Lease Time for a Virtual Machine, page 15-5 Managing VM Actions, page 15-5
Note
Managing VM Power Settings

On the menu bar, choose Virtual > Compute. Choose the cloud name. To bring up virtual machine (VM) actions, choose the VMs tab and right click a VM (wait for the timer to cycle). Choose an action and the VM Task dialog box opens. Complete the last two fields: Description
Name
VM Name display-only The name of the VM that is the subject of the action. field Power Off display-only The task to power off the VM. field Power On display-only field Suspend display-only field display-only field Shutdown Guest display-only field Standby display-only field The task to power on the VM. The task to put the VM in a suspended state. The task to shut down the guest OS on the VM. The task to move the VM into a standby state.
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Chapter 15 Resizing a VM
Name Reboot display-only field Comments field Schedule Action radio button
Step 5
Description The task to perform a soft reboot of the VM. The comments. The task to power on a VM now or at a specific date and time.
Reset display-only field The task to perform a hard reset of the VM.
Click Proceed.
Resizing a VM
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. On the toolbar, click the Power OFF button. The VM Task dialog box appears. Choose Execute Now and enter any comments. Click Proceed. On the toolbar, click the Resize VM button. The Resize VM dialog box appears. Complete the following fields: Description
Name
VM Name display-only The name of the VM. field Current Allocated CPU display-only field Current Allocated Memory (GB) display-only field New CPU Count drop-down list New Memory drop-down list
Step 8
The current CPU on the VM. The current memory on the VM.
Choose the CPU required. Choose the memory required.
Click Resize.
Managing VM Snapshots
This topic covers five tasks:
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Managing Life Cycles Managing VM Snapshots
Create SnapshotYou can create a snapshot of all the VMs resources in their current state, or you can revert back to a particular snapshot. Revert SnapshotIf the VM crashes or malfunctions (the OS becomes corrupt), you can revert back to the most recent snapshot of the VM, which brings the VM back up and running. In the case where there are multiple snapshots for a VM, you can revert to a specific snapshot. Mark Golden SnapshotYou can mark a specific snapshot for a VM as a Golden Snapshot. This feature protects the snapshot from accidental deletion. Delete a SnapshotYou can delete a snapshot if required. If you delete a Golden Snapshot, you must first unmark it before it can be deleted. Delete All SnapshotsYou can delete all snapshots for a VM. However, you cannot delete all snapshots if you have Golden Snapshots. You must first unmark the Golden Snapshot and then delete all snapshots.
Creating VM Snapshots
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Create Snapshot. The Create Virtual Machine Snapshot dialog box appears. Complete the following fields: Description The snapshot name. The snapshot description. Check the check box to include the VM memory. Check the check box to take the snapshot in quiesce mode.
Note
Name Snapshot Name field Snapshot Description field Snapshot Memory check box Quiesce Guest File System check box
Quiescing a file system brings the on-disk data of a physical or virtual computer into a state that is suitable for backups. This process might include operations such as flushing buffers from the operating systems in-memory cache to disk or other higher-level application-specific tasks. To use this option, VMware tools must be installed on the VM.
Step 6
Click Proceed .
Reverting to a Snapshot
Step 1 Step 2
On the menu bar, choose Virtual > Compute. Choose the cloud name.
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Chapter 15 Managing VM Snapshots
Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Revert Snapshot. The Revert Snapshot Task dialog box appears. Choose a snapshot from the list by checking the check box that is next to the snapshot name. Click Proceed .
Marking a Golden Snapshot

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Mark Golden Snapshot. The Mark Golden Snapshot Task dialog box appears. Choose a snapshot from the list by checking the check box that is next to the snapshot name. Check the Mark as Golden Snapshot check box. Click Proceed .
Deleting a Snapshot
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Delete Snapshot. The Delete Snapshot Task dialog box appears. Choose a snapshot from the list by checking the check box that is next to the snapshot name. Check the Delete Children check box. Click Proceed .
Deleting All Snapshots

On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab.
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Managing Life Cycles Configuring the Lease Time for a Virtual Machine
Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Delete All Snapshots. The VM Snapshot Task dialog box appears. Enter an optional comment. Click Proceed .
Configuring the Lease Time for a Virtual Machine

A user can configure a lease expiration time for a selected virtual machine (VM). Once the lease time expires, the VM is shutdown (powered-off). The lease time end is not limited because it is a calendar selection.
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM. On the toolbar, click the Configure Lease Time button. In the Configure Lease Time dialog box, check the Set Lease Time check box. Complete the following fields: Description
Name
VM Name display-only The name of the VM. field Lease Date/Time calendar, drop-down lists, radio buttons
Step 7
The VMs lease date and time. There are calendars for the Date, drop-down lists for the Time (hour and minute), and radio buttons for AM or PM.
Click Submit.
Managing VM Actions
The other VM action menus can be brought up by right clicking on a VM for a shortened menu, or for a complete menu, you can highlight a VM and click on the down arrow at the right side of the toolbar. Other VM actions are as follows:

View VM DetailsYou can access individual VMs to view details such as summary reports, vNICs, disks, snapshots, and so on. Stack ViewYou can view stacks of information about a particular VM including OS, hypervisor, and infrastructure information. Delete a VMYou can delete a VM from the list. Only a powered-off VM can be deleted. Create a VM DiskYou can add an additional disk with a custom size to a VM.
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Chapter 15 Managing VM Actions
Delete a VM DiskYou can delete a disk. Add vNICsYou can add multiple vNICs to a VM. You also have the option to add or replace a vNIC in a VM. The options for vNICs depends upon the network policy mapped to the VDC that is associated to the VM. Launch VM ClientYou can set up either web access, remote desktop, or VNC console preferences to a VM. Assign VMYou can assign a VM to a group or VDC and modify the category of the VM. You can set the provisioning time, termination time, and label for a VM. Access VM CredentialsYou can access a VMs login credentials when it is set up for web or remote desktop access, but only if the administrator provides the privileges in the catalog from which the VM is provisioned. Inventory Collection Request for VMYou can choose a VM and request for on-demand inventory collection for that VM. Test VNCYou can testing VNC connectivity for troubleshooting purposes. CloneYou can clone or make a copy of an existing VM in order to make a new VM with the same or similar qualities. Move a VM to VDCYou can move a VM to a VDC so that the rules of the VDC system policy are followed in the VM. VM ResyncYou can choose to set the number of minutes to have a VM resynchronize its time periodically with UCS Director.
Viewing VM Details
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM from the list. On the toolbar, click the View Details button.
Using Stack View

On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. On the toolbar, click the Stack View button.
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Managing Life Cycles Managing VM Actions
Deleting a VM
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Delete VM. The VM Task dialog box appears. Enter an optional comment and schedule the action to execute now or later.
Note
If you choose Execute Later, you must specify a time.
Step 7
Click Proceed.
Creating a VM Disk
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Create VM Disk. The Create VM Disk dialog box appears. Complete the following fields: Description
Name
VM Name display-only The name of the VM. field New Disk Size (GB) field Choose a disk type drop-down list Choose Datastore drop-down list Thin Provision check box The disk size for the VM in GB. Choose the disk label. Choose a datastore.
Note
The datastore choices that are available depends upon the storage policy that is associated to the VM (VMs VDC). Thin provisioning enables dynamic allocation of the physical storage capacity to increase VM storage utilization.
Check the check box to add a thin provisioned disk to the VM.
Note
Step 6
Click Create.
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Deleting a VM Disk
On the menu bar, choose Virtual > Compute. Choose the cloud name Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Delete VM Disk. The Delete VM Disk dialog box appears. From the drop-down list, choose the disk name. Click Delete.
Adding vNICs
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Add vNICs. The Add VM vNICs window appears. From the Operation drop-down list, choose Add.
Note
This operation is not allowed if the additional vNIC limit that is configured in the network policy is exceeded.
Step 7
Click the Add (+) button on the toolbar and the Add Entry to VM Networks dialog box appears. Complete the following fields: Description Choose a NIC alias from the list.
Name NIC Alias drop-down list
Port Group Type Choose a port group from the list. display-only drop-down list Port Group Name drop-down list Choose a port group name from the list.
Adapter Type Choose the adapter type. The choice is available only if the NIC alias does not have display-only drop-down Copy Adapter Type from Template chosen in the network policy. list DHCP display-only check box Static IP Pool field Network Mask field Gateway IP Address field If checked, the IP is assigned using DHCP. The static IP address pool. The network mask. The gateway IP address.
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Note
The NIC Alias, Port Group Name, Adapter Type, DHCP, and Static IP Pool choices depend upon the settings in the network policies that are associated with the VM (VMs VDC). For more information about multiple NIC network policies, see Managing Policies section on page 8-1. The VM is powered off to perform this action. The VM will power on once the action is completed.
Note
Step 8
Click Submit.
Replacing a vNIC
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Add vNIC. The Add VM vNICs dialog box appears. From the Operation drop-down list, choose Replace. Choose a vNIC and the Add vNIC dialog box appears. Complete the following fields: Description Choose a NIC alias. Only the vNICs configured in the network policy are visible here. Choose a port group. Choose the adapter type. The choice is available only if the choice of the NIC alias does not have Copy Adapter Type from Template chosen in the network policy. Check the check box if you want the IP assigned using DHCP. The static IP address pool. The network mask. The gateway IP address.
Name NIC Alias drop-down list Port Group Name drop-down list Adapter Type drop-down list DHCP check box Static IP Pool field Network Mask field Gateway IP Address field
Step 8
Click Submit.
Note
The Replace operation removes all the existing vNICs from the VM and replaces them with the vNICs that were added. This operation is not allowed if the additional vNIC limit, that is configured in the network policy is exceeded. The NIC Alias, Port Group Name, Adapter Type, DHCP, and Static IP Pool choices depend upon the settings in the network policy that is associated to the VM (VMs VDC). For more information about multiple NIC network policies, see Managing Policies section on page 8-1.
Note
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Note
The VM is powered off to perform this action. The VM is powered on once the action is completed.
Deleting vNICs
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar. From the drop-down list, choose Delete vNICs. The Delete VM vNICs dialog box appears. Click the Select button. The Select Items dialog box appears. Choose Check All, Check None, or check the check box that is next to the vNIC to delete. Click Select.
Launching the VM Client

On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM. On the toolbar, click the Launch VM Client button. The Launch Client dialog box appears. From the drop-down list, choose an Access Scheme. You can choose Remote Desktop, Web Access, or VNC Console .
Note
The VNC console is an Ajax-based console that has access to a VM. The console window can be launched by using any standalone web browser. It does not require a dedicated browser plug-in and it provides full VM control capabilities.
Step 7
Choose one of the options and click Proceed.
Enabling the VNC Console on a VM

On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar.
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From the drop-down list, choose Configure VNC. Click Submit. Click OK .
Note
Cisco UCS Director automatically configures VNC console access to a VM when the request is submitted.
Accessing the VNC Console Window for a VM

On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM. On the toolbar, click the Launch VM Client button. The Launch Client dialog box appears. From the drop-down list, choose VNC Console as the Access Schema. Click Proceed .
Note
The ESX/ESXi servers VNC ports (from 5900 to 5964) must be open on the hypervisor for a VMs VNC console access. Cisco UCS Director provides automatic configuration of the VNC console for a VM. To configure, you must open the required ports on the hypervisor. Hypervisors with ESX 4.X and ESXi 5.0 versions are supported to configure VNC console access.
Note
Note
Assigning a VM
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM. On the toolbar, click the Assign VM button. The Assign VM dialog box appears. Complete the following fields: Description
Name
VM Name display-only The name of the VM. field User Group drop-down list VDC drop-down list Choose the user group. Choose the VDC.
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Name VM User Label field Set Provision Time check box Provision Date/Time calendar, drop-down lists, radio buttons Set Termination Time check box Termination Date/Time calendar, drop-down lists, radio buttons Comments field
Description The VM label if required. Check the check box to set a specific provisioning time for the VM. The VMs provisioning date and time.1 There are calendars for the Date, drop-down lists for the Time (hour and minute), and radio buttons for AM or PM. Check the check box to set a specific termination time for the VM. The VMs termination date and time.2 There are calendars for the Date, drop-down lists for the Time (hour and minute), and radio buttons for AM or PM. The comments if required.
Category drop-down list Choose the category for the VM.
1. This option appears when Set Provision Time is checked. 2. This option appears when Set Termination Time is checked.
Step 6
Click Assign.
VM Credentials
The VMs web or remote access login credentials can only be viewed if the administrator provides the the necessary privileges in the Catalog from which the VM is provisioned.
Viewing VM Credentials
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM. On the toolbar, click the Access VM Credentials button.
Using the Inventory Collection Request for a VM

On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar.
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Step 5 Step 6
From the drop-down list, choose Inventory Collection. Click Submit.
Testing VNC Connectivity

Testing VNC connectivity is used for troubleshooting purposes. If the test for VNC connectivity succeeds, the host node IP address and VNC port number displays. For example, VNC connectivity intact at 172.29.110.75:5921. However if connectivity fails, a failure message displays. For example, VM is not configured for VNC yet!
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar and choose Test VNC. In the Test VNC Connectivity dialog box, click Submit. Use the result to troubleshoot VNC connectivity.
Note
If connectivity fails, there is no VNC port assigned to the VM IP address. For more information, see Enabling the VNC Console on a VM section on page 15-10.
Cloning a VM
Cloning a VM is the same as making a copy of an existing VM in order to make a new VM with similar qualities. Cloning can save you time by keeping the parameters that you want from the VM you are cloning from while making adjustments needed for the new VM. The new name given to the clone is defined in the system policy.
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar and choose Clone. In the Clone VM dialog box, complete the following fields: Description Choose a predefined group to clone. The Default Group is chosen by default.
Name Select Group pane Select Group drop-down list
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Step 6 Step 7
Click Next. In the Deployment Configuration pane, complete the following fields: Description Choose a VDC containing the policies you want for the VM. Optionally, enter a description of the VDC. Choose Now to provision the VDC now or choose Later to provision the VDC later.
Name Select VDC drop-down list Comment field Provision drop-down list
Deployment Configuration Pane
Step 8 Step 9
Click Next. In the Customization Options pane, complete the following fields. Description
Name
Customization Options pane Category drop-down list Choose the VM category you want. Credential Options drop-down list Provision all disks in a single datastore check box User ID field Password field Automatic Guest Customization check box Post Provisioning Custom Actions check box VM App Charge Frequency drop-down list Choose to allow or disallow users to retrieve VM access credentials (shared). The Do not share option is chosen if the administrator wants to send the credentials privately to another user outside UCS Director. Check this check box to have all the VM disks, in the previously configured single datastore, provisioned. The user ID.1 The user password.1 The Enable check box is chosen.
Click Enable to attach a workflow. The Workflow drop-down list appears with a list of work flows to choose from. The chosen workflow initiates when the provisioning starts. Choose Hourly or Monthly.
Step 10
Click Next.
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Step 11
In the Custom Specification pane, complete the following fields: Description Choose the CPU cores for the VM being provisioned.
Name CPU Cores drop-down list
Custom Specification pane
Memory drop-down list Choose the amount of memory for the VM being provisioned.
Step 12 Step 13
Click Next . In the Select Datastores pane, complete the following fields: Description Click the VM Disks pencil icon (if a disk is available) to assign any applicable datastores to the applicable disk.
Name Select Datastores pane VM Disks pencil icon
Step 14
In the Edit VM Disks Entry dialog box, choose from the following fields: Description The name of the VM disk to which data stores are assigned. Choose the VM disk type. For example: System. Choose the data stores that you want for this VM disk. The data store choices that appear are from the data storage policy attached to the VDC.
Name Disk Name Disk Type Selected Datastores
Click Submit. Click Next . In the Select VM Networks panel, choose from the following fields:
Note
The Select VM Networks panel is empty unless the Allow end user to select optional NICs check box is chosen in the network policy. Description Click the VM Networks pencil icon to edit a VM network.
Name VM Networks pencil icon

Select VM Networks pane
In the Select dialog box choose the cloud(s) you want associated with the VM. Click Submit. Review the cloned VM information in the Summary panel. Click Submit when done. The cloned VM gets its new name from the VDC policy.
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Moving a VM to VDC
A VM is moved to a VDC so that the rules of the VDC system policy are followed in the VM. The existing VM is replaced by the one that is moved to the VDC.
Note
The old VM is deleted. The new VM name is given according to the system policy. On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar and choose Move VM to VDC. In the Move VM to VDC dialog box, you can make modifications to the VM that you are moving in the same way you did when cloning a VDC. For more information, see Cloning a VM section on page 15-13.
Resynchronizing a VM
A VM can be configured to resynchronize its time with UCS Director periodically.
On the menu bar, choose Virtual > Compute. Choose the cloud name. Choose the VMs tab. Choose a VM and click the down arrow button on the right side of the toolbar and choose Resync VM. In the Resync VM dialog box, choose the number of minutes from 0 to 30 from the Max Wait Time drop-down list. Click Submit.
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16
Managing CloudSense Analytics

This chapter contains the following sections

About CloudSense Analytics, page 16-1 Generating a Report, page 16-2 Generating an Assessment, page 16-2
Note
About CloudSense Analytics

Cisco Director's CloudSense analytics provide visibility into the infrastructure resources utilization, critical performance metrics across the IT infrastructure stack, and capacity in real time. CloudSense significantly improves capacity trending, forecasting, reporting, and planning of virtual and cloud infrastructures. The following reports can be generated under CloudSense:

Billing Report for a Customer EMC Storage Inventory Report NetApp Storage Inventory Report NetApp Storage Savings Per Group NetApp Storage Savings Report Network Impact Assessment Report Organizational Usage of Virtual Computing Infrastructure PNSC Account Summary Report Physical Infrastructure Inventory Report for a Group Storage Dedupe Status Report Storage Inventory Report For A Group Thin Provisioned Space Report UCS Data Center Inventory Report VM Activity Report by Group
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Chapter 16 Generating a Report
Managing CloudSense Analytics
VMware Host Performance Summary Virtual Infrastructure and Assets Report
Generating a Report
On the menu bar, choose CloudSense > Reports . From the left panel, choose the report. Click Generate Report .
Note
This step generates a new instant report in either HTML or PDF format.
Generating an Assessment
On the menu bar, choose CloudSense > Assessments . Click Virtual Infrastructure Assessment Report . Click Generate Report .
Note
This step generates a new instant report in either HTML or PDF format.
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Viewing License Utilization History

User Permissions 4-10 Setting User Permissions Managing System Tasks

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Managing a Physical Infrastructure

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Managing a Virtual Infrastructure

Policies 8-1 Computing Policies

About Managing Virtual Data Centers

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About Managing Catalogs Publishing a Catalog

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Workflow for Multiple Disk VM Provisioning

Host Nodes 14-4 Accessing Host Nodes

Managing VM Power Settings

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Server administration Storage administration Network administration Network security

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New and Changed Information for this Release

New and Changed Information, page 1-1

New and Changed Information

Feature Advanced Controls

Description The following features were added:

Where Documented Advanced Controls section on page 4-8

CloudSense Analytics Infrastructure System Parameters

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Chapter 1 New and Changed Information

New and Changed Information for this Release

Multi-Domain Manager Account

Multiple Disk VM Provisioning

Network policy information has Chapter 8, Managing Policies changed.

Updating the UCS Director license

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Feature Virtual Machine (VM) Lease Time VM Tasks

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Chapter 1 New and Changed Information

New and Changed Information for this Release

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About Cisco UCS Director

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Chapter 2 About Cisco UCS Director

Features and Benefits

Dynamic capacity management

Multiple hypervisor support Computing management

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Overview About Cisco UCS Director

Features Storage management

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Chapter 2 About Cisco UCS Director