Document Outline

• HP Matrix Operating Environment 7.2 Infrastructure Orchestration User Guide
• Contents
• 1 Introduction
  • Automated infrastructure design provisioning and management
  • Matrix infrastructure orchestration and the Matrix Operating Environment solution
  • Matrix infrastructure orchestration users and groups
  • Software deployment and service provisioning
  • Operations Orchestration
  • API and CLI support
• 2 Installation and configuration
  • Installing infrastructure orchestration
  • Upgrading infrastructure orchestration
  • Uninstalling infrastructure orchestration
  • Licensing infrastructure orchestration
  • Configuring infrastructure orchestration users in Windows
    • Matrix infrastructure orchestration roles
    • Adding user accounts to groups
    • Removing Windows users with IO resource permissions
  • Modifying the infrastructure orchestration properties file
    • Adding custom links on console home page
    • Modifying settings for use with customizable templates
  • Configuring a federated CMS environment
    • Manually enabling federated CMS in new installations
    • Configuring a federation
    • Support for a rolling upgrade of a CMS federation
    • Create user groups on secondary CMSs
    • Configuring resources on the secondary CMSs
  • Configuring HP Operations Orchestration
    • Configuring Operations Orchestration system properties
    • Specifying SMTP credentials and system properties
    • Accessing Operations Orchestration
    • Configuring a remote instance of Operations Orchestration Studio
      • Downloading Operations Orchestration Studio
      • Installing a remote instance of Operations Orchestration Studio
      • Updating a remote instance of Operations Orchestration Studio to the latest version
      • Configuring Operations Orchestration Studio on a remote computer
      • Copying keystore file after upgrading Operations Orchestration
    • Pruning history data for Operations Orchestration Central systems
  • Configuring deployment servers
    • Registering deployment servers
    • Configuring Insight Control server deployment
      • Creating server deployment job folders
      • Modifying the Erase ProLiant Hardware job
    • Configuring Ignite-UX
      • Discovering the Ignite-UX deployment server
      • Integrity VM Guest Kit installation
    • Configuring HP Server Automation
  • Configuring an environment for virtual provisioning
    • Provisioning a Linux VM on Hyper-V
    • Setting up virtual machine networks
      • Setting up an ESX virtual machine network
      • Setting up an Integrity virtual machine network
      • Setting up a Hyper-V virtual machine network
    • Insight Control virtual machine management templates
      • Viewing VM templates with data disks
      • Hyper-V virtual machine management templates
    • Microsoft System Center Virtual Machine Manager (SCVMM) templates
    • Configuring ESX memory oversubscription
    • Using Sysprep to customize Windows systems
      • Installing Microsoft Sysprep tools
  • Configuring a disaster recovery (DR) service
  • Configuring an environment for cloud provisioning
  • Configuring a firewall (security group)
    • Viewing the details of a firewall
  • Configuring a load balancer
    • Registering a load balancer
    • Requesting a load balancer for a service
      • Requesting a load balancer for an organization
    • Creating and deleting a logical load balancer group
    • Adding and removing group members from a logical load balancer group
    • Viewing details of a load balancer
  • Configuring an environment for ESXi cluster provisioning
  • Configuring an environment for physical provisioning
    • Verifying VC domain groups
  • Configuring infrastructure orchestration resources in Systems Insight Manager
    • Viewing and configuring networks
      • Trunk and VLAN networks
        • Virtual Connect tunneled trunk configuration
        • Virtual Connect mapped trunk configuration
        • VLAN carving
      • Configuring trunk and VLAN networks
      • Configuring trunk and VLAN networks to enable support for Hyper-V VLAN tagging
      • Configuring networks for Hyper-V VLAN tagging: 7.0 and later method
      • Migrating networks for Hyper-V VLAN tagging: 6.3 method to the 7.0 and later method
    • Configuring pools
      • ESX resource pools and cloud capacity pools
      • Resources in Virtual Connect Domain Groups
      • VM Hosts deployed on server blades
      • Creating a pool
  • Verifying infrastructure orchestration users and groups
  • Configuring infrastructure orchestration to list heterogeneous hardware
    • Configuring ESA password in Matrix OE visualization
    • Using the heterogeneous server reference workflows with infrastructure orchestration
• 3 Using Matrix infrastructure orchestration applications
  • Overview
  • Matrix OE infrastructure orchestration designer
    • Importing and exporting templates
    • Accessing infrastructure orchestration designer
    • Designer interface overview
  • Matrix OE infrastructure orchestration console
    • Accessing the console
    • Console interface overview
    • Console access to deployed servers
      • Enabling telnet for Internet Explorer 7 or later
        • Enabling telnet for 32-bit Internet Explorer 7 running on a 64-bit Windows operating system
      • Enabling telnet for Firefox
        • Enabling telnet for 32-bit Firefox running on a 64-bit Windows operating system
  • Matrix infrastructure orchestration organization administrator portal
    • Accessing the infrastructure orchestration organization administrator portal
    • Organization administrator portal interface overview
    • Customizing the organization administrator and self service portals
  • Matrix OE infrastructure orchestration self service portal
    • Accessing the infrastructure orchestration self service portal
    • Self service portal interface overview
• 4 Matrix infrastructure orchestration provisioning and allocation
  • Matrix infrastructure orchestration lifecycle operations
    • Create service operation
    • Delete service operation
    • Importing an existing server as a service
    • Add server to group operation
    • Remove servers from group operation
    • Add data disk to group operation
    • Activate servers in group operation
    • Deactivate servers in group operation
    • Power on servers
    • Power off servers
    • Power cycle servers
    • Change lease operation
    • Edit virtual servers operation
    • Managing floating IP addresses
    • Managing server snapshots
    • Attaching physical disks to virtual servers
    • Provisioning physical servers using local disk
    • Allocating servers to a VM Host
    • Allocating storage to virtual machines
      • Excluding disks on a VM Host from the storage pool
    • Manual processes within the lifecycle operations
  • Creating infrastructure orchestration templates
    • Creating a template with a physical ProLiant or Integrity server
    • Creating a template with a physical VM Host or ESXi VM cluster
    • Creating a template with a ProLiant or Integrity virtual machine
  • Creating a template to provision at a cloud service provider
  • Setting user-defined properties
  • Creating a service request
    • Customizing template attributes when a service is created
    • Modifying the create service timeout value
  • Approving and automating deployment
  • Managing new logical servers
  • Automated allocation
  • Automated operating system provisioning
  • Deploying an operating system to multi-path storage
  • Assigning and retrieving cost and billing information (chargeback)
    • Specifying fixed costs for templates and services
    • Specifying per-unit costs for resources
      • Specifying costs for services deployed to public cloud providers
    • Specifying a billing code for services
    • Specifying a global cost unit for all templates
  • Chargeback metrics collected and reported
    • Chargeback metrics collected after an upgrade from a version older than Matrix OE 7.1
  • Using the CLI to retrieve chargeback data
• 5 Matrix infrastructure orchestration storage management
  • Static SAN volume automation through multi-initiator NPIV
  • Dynamic SAN volume automation
  • Manual storage provisioning
    • Manually creating SAN-backed storage in Matrix OE visualization
    • Predefining storage pool entries in Matrix OE visualization
    • Creating storage tags
  • Populating the Storage Provisioning Manager catalog
    • Enabling on-demand storage provisioning in SPM
  • Physical storage provisioning
    • Service template defines storage by “Selecting a storage template”
    • Service template defines storage by “Specifying desired attributes”
  • Virtual storage provisioning
  • Matrix infrastructure orchestration approach to storage reservation and allocation
• 6 Multi-tenancy in Matrix infrastructure orchestration
  • Overview of organizations
  • Security in infrastructure orchestration multi-tenancy
    • Access to resources
    • Information security
  • Creating an organization
  • Deleting an organization
  • Assigning users to an organization
  • Adding resources to an organization
    • Assigning networks to organizations for VLAN separation
• 7 Troubleshooting
  • Verifying the CMS configuration
    • Synopsis
    • Checks provided with infrastructure orchestration
    • IOAssist execution timeout
    • Manually enabling federated CMS
    • Error retrieving images from Ignite-UX deployment server
  • Service creation
    • Physical service creation
      • Unable to allocate servers and networks in the same Virtual Connect Domain Group
      • At least one OS or software deployment has failed
      • Provisioning request for service has paused
      • Timeout occurs while provisioning storage in a multi-disk request
      • Task for logical server failed due to invalid UUID
      • Storage pool entry status is “Presentation Completed with Errors – Inoperable” or “Presentation Completed – Inoperable”
      • Auto-provisioning storage fails with “No matching storage found” error
      • Logical servers are inoperable if they are associated with guests that use SLVM file-based storage
      • Could not find server serial number or task for logical server failed
      • Manual storage provisioning email states that more data LUNs than are required should be added
      • Cannot add servers to an existing service using a static IP address
      • Provisioning request remains paused during manual storage allocation and a storage pool entry cannot be created
      • Integrity firmware blade corruption during provisioning Integrity blades
      • Cannot deploy Integrity VM guests when gWLM is controlling the host
      • OS deployment through Insight Control server deployment fails when deploying to a SAN booted physical server
      • Service creation fails in the in the target reconfiguration phase
      • Service creation fails for physical requests when Windows Server OS is selected
      • Request with a future start date stays at 10% with status of Reserved
      • Physical server provisioning using Insight Control server deployment fails during the final personalization step
      • Server reservation and allocation fail even though servers exist in the assigned pool
      • Create request fails, but the service is still listed in the Service tab in “Reserved” state, and no resources are allocated
    • Virtual service creation
      • Password is blank for Windows 2008 R2 and later provisioned VMs
      • Error deploying logical server: Copy virtual machine failed: Unable to access file vmware-template-name.vmdk
      • Start function on virtual machine failed: there are not enough licenses installed to perform the operation
      • Select or create an empty folder as the target destination
      • Unable or failed to delete <vm name>
      • New servers do not appear in the Unassigned pool
      • “Could not retrieve mounted disk drive details” error when deploying a Hyper-V template
      • Insight Control virtual machine management cannot manage a Hyper-V VM
      • Service creation fails in the VM customization phase
      • Service creation fails with a virtual machine customization error
      • Hyper-V host changes UUIDs of VMs with simultaneous create service requests
      • Service creation fails with internal error
      • Service creation fails with “Unable to locate boot disk path”
      • Service creation fails with “Remote Exception: Error while setting the VLAN ID on Switch Port null for the VM”
      • Service creation fails with “Error powering on logical server”
      • Time zone set in Sysprep.inf is not reflected in Microsoft Windows 2008 virtual machine guest
      • Error getting DHCP address during add server request
      • Virtual data disk names cannot contain double-byte characters
      • A Microsoft Windows 2008 virtual machine guest cannot join the Active Directory domain
      • Provisioning virtual machine failed with a VM must be powered off for customization error message
      • Provisioned VMs fail due to improper VM Host hardware configuration
      • VM Host server blade is not returned to server pool as Unused when VM Host service is deleted
      • Task for logical server has failed: Service console load average on the source server is greater than the threshold value
      • Storage pool entries defined in Matrix OE are not shown in the infrastructure orchestration console Storage tab
      • Unable to add servers in a SCVMM service
      • IO provisioning and linked clone provisioning fails when using a Windows 2012 OS template
      • Failure to add a service to a Matrix recovery management Recovery Group
      • Matrix infrastructure orchestration times out while concurrently provisioning Integrity VMs
  • Service deletion
    • Physical service deletion
      • Matrix infrastructure orchestration Delete Service request leaves “clean-me” logical servers
      • An infrastructure service has been deleted, but I did not delete it
      • A delete request failed
    • Virtual service deletion
      • Matrix infrastructure orchestration unable to successfully reserve resources
      • Could not find a provisioned infrastructure service with the specified logical server in Matrix infrastructure orchestration
  • Adding servers to services
    • Add data disk request fails
  • Deactivate, activate, power off, or power on operations
    • Messages displayed when a paused boot disk deployment is cancelled by an administrator
  • Console operations
    • The Matrix infrastructure orchestration tool cannot be displayed due to login failure
    • The HP Matrix infrastructure orchestration tool cannot be displayed and User not authenticated messages
    • The Matrix infrastructure orchestration tool cannot be displayed due to service contact failure
    • The Matrix infrastructure orchestration tool cannot be displayed appears when listing server pools
    • Users added to the HPIO_Administrators group cannot log in to infrastructure orchestration console
    • Operating system information does not display on the Service Details page
    • Networks tab does not retrieve network information
    • Request details displays allocated when a reservation process finishes
    • Users are not able to login to infrastructure orchestration after installation or after assigning the user to a different infrastructure orchestration group
    • Extending the lease period fails without stating a specific reason or error message
    • Operation on servers under a VCDG did not complete the requested operation
    • Not all virtual resources are displayed in the Servers tab
    • Server blades that are not in use are shown in infrastructure orchestration server pools but are not allocated for provisioning
    • Moving servers to the Maintenance pool always deactivates the servers
    • Memory resources allocated to a virtual machine host are not available after using the Deactivate servers operation
    • Step in the Request Details fails
    • Request continues to process after being canceled
    • Microsoft SCVMM templates do not appear in the Software tab
    • The infrastructure orchestration Server pools tree was not removed from Systems Insight Manager during infrastructure orchestration uninstallation
  • Self Service Portal operations
    • Linux server does not list a recently added data disk
    • Entering a host name in the network WINS setting causes a Windows customization to fail
    • Resources do not appear in the infrastructure orchestration Unassigned pool
    • Servers “disappear” from server pools
    • Create Request fails for published template
  • Designer operations
    • After period of inactivity, the template appears available to edit, until saving the template is attempted
    • A virtual IP address can be assigned only to the first network connected to the server group
    • Reservation failed for logical network
    • Special characters do not validate in Cost units field in designer
    • Template access restrictions for users and architects
    • Fatal error occurred while initializing designer
    • Some template XML hand-editing errors are not caught when importing to infrastructure orchestration designer
    • Importing a template XML file that was created in a later release of IO into a previous release and backward compatibility
    • Sporadic infrastructure orchestration designer interface failures in IE6
  • Miscellaneous issues
    • Email and notification
      • Infrastructure orchestration email messages such as approval and notification are not sent
      • Infrastructure orchestration notification email contains a URL that does not appear as a link in Microsoft Outlook
      • Infrastructure orchestration does not send email notifications to users assigned to, or unassigned from, a server pool
      • Access error on infrastructure orchestration web pages from email notification using private network
    • Operations Orchestration
      • Operations Orchestration Studio installation fails with error Studio version: 9.00 does not match Central version: 2.0. Setup will exit
      • Editing ESA flows when Operations Orchestration is not installed in the default path
    • Matrix infrastructure orchestration Windows service
      • Matrix infrastructure orchestration may time out while waiting for the server to be recognized
      • HP Matrix infrastructure orchestration service may not start automatically after a system restart with error Unable to retrieve database password from mxpassword
    • CMS crash recovery
      • Create Service request does not complete successfully after CMS crash recovery
      • Deactivate physical server does not complete successfully after CMS crash recovery
      • Activate/deactivate virtual server does not complete successfully after CMS crash recovery
      • Create/delete virtual server does not complete successfully after CMS crash recovery
      • Add Disk request for an ESX virtual server does not complete successfully after CMS crash recovery
    • Log files
      • How can I find out more details about an error?
      • vCenter server is not configured in Systems Insight Manager or becomes unavailable
  • Corrective procedures
    • Manually updating the chargeback database
      • Chargeback server is not running
    • Troubleshooting communication failures
    • Troubleshooting a general failure during storage provisioning
    • Resources not displaying and increasing timeouts
    • Manual clean-up process (physical)
    • Manual clean-up process (virtual)
    • Configuring storage pool entries, FC zones, and disk array presentations
    • Correcting a checksum error
    • Increasing VMware Service console memory and CPU shares
• 8 Support and other resources
  • Information to collect before contacting HP
  • How to contact HP
  • Security bulletin and alert policy for non-HP owned software components
  • Registering for software technical support and update service
    • How to use your software technical support and update service
  • HP authorized resellers
  • Subscription service
  • Related information
    • Documentation and support
      • Matrix infrastructure orchestration documentation
  • Typographic conventions
• Glossary
• A HP Operations Orchestration communication security
  • Matrix infrastructure orchestration and Operations Orchestration interaction
  • Data passed by infrastructure orchestration to Operations Orchestration
  • Matrix infrastructure orchestration and Operations Orchestration communication
  • Configuration files and URLs used by infrastructure orchestration and Operations Orchestration
• 9 Documentation feedback
• Index