Citrix CloudBridge Virtual WAN Center 8.1.0, CloudBridge 8.1 Installation and Configuration Guide

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Citrix CloudBridge
Virtual WAN Center 8.1.0
Installation and Configuration Guide
This document provides basic instructions for installing, configuring, and deploying
Citrix CloudBridge Virtual WAN Center 8.1.0.
CITRIX SYSTEMS, INC | www.citrix.com
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Copyright and Trademark Notice
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Document Revision History
VERSION
AUTHOR/EDITOR
DATE
COMMENTS
8.1.0 Review Draft
KM (author)
10/06/15
First draft for review.
8.1.0 GA Release
KM (author)
10/15/15
First release draft.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Contents
1 About This Guide ..................................................................................................... 6
Purpose .......................................................................................................................... 6
Audience ........................................................................................................................ 6
How This Guide Is Organized ....................................................................................... 7
Document Font Conventions ....................................................................................... 8
Related Documents ....................................................................................................... 8
2 Overview ................................................................................................................... 9
CloudBridge Virtual WAN Center ................................................................................. 9
The CloudBridge Virtual WAN Center Web Interface .................................................. 9
Basic Navigation ..................................................................................................... 9
Virtual WAN Center Page Hierarchy........................................................................... 12
The Virtual WAN Center Dashboard ..................................................................... 14
The Configuration Editor ............................................................................................ 16
Configuration Editor Navigation ........................................................................... 16
The Change Management Wizard .............................................................................. 21
Change Management Wizard Navigation ............................................................. 21
3 Before You Begin ................................................................................................... 26
Hardware Requirements ............................................................................................. 26
Processor Requirements ...................................................................................... 26
Memory Requirements .......................................................................................... 26
Disk Space Requirements ..................................................................................... 27
Network Bandwidth Requirements....................................................................... 28
Software Requirements .............................................................................................. 29
Operating System Requirements ......................................................................... 29
Browser Requirements ......................................................................................... 29
CloudBridge Virtual WAN Configuration Requirements ..................................... 29
Downloading the CloudBridge Virtual WAN Center Software ............................ 30
Summary of Installation and Configuration Procedures .......................................... 31
4 Gathering Your Installation and Configuration Information ............................... 32
Information Checklist .................................................................................................. 32
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
5 Installing and Deploying the Virtual WAN Center................................................ 33
Installing the VMware vSphere Client ........................................................................ 34
Installing and Deploying the Virtual WAN Center OVF Template ............................ 38
Adding and Configuring the Datastore ...................................................................... 47
Displaying and Recording the Virtual WAN Center Management IP Address ........ 59
Switching the Active Storage to the New Datastore ................................................. 64
Configuring the Management Interface Settings ...................................................... 68
Installing the Virtual WAN Center Certificate ............................................................ 71
Specifying the MCN and Testing the Connection ..................................................... 74
6 Glossary .................................................................................................................. 77
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
About This Guide
This chapter provides an overview of the purpose and content of this guide. Topics include:
Purpose
Audience
How This Guide Is Organized
Document Font Conventions
Related Documents
The following sections provide details on each of these topics.
Purpose
This guide provides basic instructions for installing and deploying CloudBridge Virtual WAN
Center.
Audience
This guide is intended for Network Administrators and Architects. Readers are assumed to be
familiar with the physical setup and operation of networking equipment, and general
networking concepts.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
How This Guide Is Organized
A list and summary of each of the chapters in this guide are provided below.
Chapter 1: About This Guide This chapter provides an overview of the purpose,
audience, and content of this guide. Also provided are a description of the font conventions
used in this guide, and a list of recommended and related documents.
Chapter 2: Overview This chapter provides some basic information about the
CloudBridge Virtual WAN Center, and a description and navigation roadmap of the Virtual
WAN Center Web Interface.
Chapter 3: Before You Begin This chapter outlines the hardware and software
requirements for deploying Citrix CloudBridge Virtual WAN Center, and defines any platform
dependencies. Also provided is a summary and overview of the CloudBridge Virtual WAN
Center installation and configuration procedures described in this guide.
Chapter 4: Gathering Your CloudBridge Virtual WAN Center Installation Information
This chapter provides a checklist of the information you will need to complete the installation
and configuration of Virtual WAN Center.
Chapter 5: Installing and Deploying the Virtual WAN Center This chapter provides
step-by-step instructions for installing and deploying the Virtual WAN Center. This includes
basic instructions for installing the VMware vSphere Client, which you will use to create and
deploy the Virtual WAN Center Virtual Machine.
Glossary This provides definitions of some of the fundamental CloudBridge Virtual WAN
and Virtual WAN Center terms and concepts.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Document Font Conventions
Font Convention
Use
Arial bold font
Bold font indicates a GUI screen element. This font is also used for
table and list headings for visual clarity.
Arial bold Italic font
Bold Italic font is used to indicate GUI screen elements that might
vary according to specific context. This font is also occasionally
used for table and list subheadings, for visual clarity.
Arial plain Italic font
Plain Italic font is used for book or publication titles, and occasionally
for emphasis.
Courier New (plain text) font
Courier New plain text font indicates screen output and non-GUI
screen elements, and program or script code text.
Courier New bold font
Courier New bold font indicates user input (text you must enter
manually). It also indicates a script or other executable name.
Courier New bold Italic font
Courier New bold Italic font indicates variable user input.
Related Documents
The following additional CloudBridge Virtual WAN and Virtual WAN Center documentation is
available on the Citrix Support Portal (http://www.citrix.com/support):
Citrix CloudBridge Virtual WAN Deployment Planning Guide
Citrix CloudBridge Virtual WAN Installation and Configuration Guide
You can also find the CloudBridge WAN Optimization documentation at his URL:
http://support.citrix.com/proddocs/topic/cloudbridge/cldb-cloudbridge.html
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Overview
This chapter provides some basic information about the CloudBridge Virtual WAN Center,
and a description and navigation roadmap of the CloudBridge Virtual WAN Center Web
Interface.
The following sections provide the essential information for each of these topics.
CloudBridge Virtual WAN Center
CloudBridge Virtual WAN Center is a centralized management system that enables you to
configure, monitor, and analyze reports and statistics across multiple CloudBridge Virtual
WAN Appliances.
The following section provides an overview of the Virtual WAN Center Web Interface
elements and navigation.
The CloudBridge Virtual WAN Center Web Interface
This section provides basic navigation instructions, and a navigation roadmap of the Virtual
WAN Center. Also provided are specific navigation instructions for the Configuration Editor
and Virtual WAN 8.1 Change Management wizard.
Basic Navigation
Figure 1 outlines the basic Virtual WAN Center navigation elements, and the terminology
used in this guide to identify them.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Figure 1. CloudBridge Virtual WAN Center Web Interface Navigation
The basic navigation elements are as follows:
Title bar This is the dark grey bar at the top of all Virtual WAN Center Web Interface
pages. This displays the software version currently running on the appliance, and the
user name for the current login session. Click the down-arrow next to the version
number to see the IP Address and version number of the Virtual WAN Center. Click
the down-arrow next to the user name and select Logout to log out of the Virtual
WAN Center.
Main menu bar This is the blue bar displayed below the title bar on every Virtual
WAN Center Web Interface screen. This contains the section tabs for displaying the
navigation tree and default page for a selected section.
Section tabs The section tabs are located in the blue main menu bar at the top of
the page. These are the top-level categories for the Virtual WAN Center Web
Interface pages and forms. Each section has its own navigation tree for navigating the
page hierarchy in that section. Click a section tab to display the navigation tree for
that section.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Navigation tree The navigation tree is located in the left pane, below the main
menu bar. This displays the navigation trees for the section tabs. Click a section tab to
display the navigation tree for that section. Click a branch (topic) in the tree to reveal
the default page for that topic.
Breadcrumbs This displays the navigation path to the current page. The
breadcrumbs are located at the top of the page area, just below the main menu bar.
Active navigation links display in blue font. The name of the current page is displayed
in black font.
Page area This is the page display and work area for the selected page. Select an
item in the navigation tree to display the default page for that item.
Page tabs Some pages contain tabs for displaying additional child pages for that
topic or configuration form. These are usually located at the top of the page area, just
below the breadcrumbs display.
Page area resizing For some pages, you can grow or shrink the width of the page
area (or sections of it) to reveal additional fields in a table or form. Where this is the
case, there will be a grey, vertical resize bar on the right border of a page area pane,
form, or table. Roll your cursor over the resize bar until the cursor changes to a bi-
directional arrow. Then click and drag the bar to the right or left to grow or shrink the
area width.
If the resize bar is not available for a page, you can click and drag the right edge of
your browser to display the full page.
The following section provides a description of the Virtual WAN Center Web Interface page
hierarchy.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Virtual WAN Center Page Hierarchy
The Virtual WAN Center Web Interface pages and displays are organized into several top-
level sections (tabs), as follows:
Dashboard
Fault
Monitoring
Configuration
Reporting
Administration
Click a section tab in the main menu bar to display the navigation tree for that section. Then
select a topic in the navigation tree to display the page for that topic. Many pages contain
tabs, buttons, or active icons and links leading to additional page displays.
The following table provides a navigation roadmap of the Virtual WAN Center Web Interface
navigation tree hierarchy.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Virtual WAN Center Page Hierarchy
PAGES
PAGE TABS
Dashboard
Fault
Event Viewer
Notification Settings
Email Alerts tab
Error Emails tab
Syslog tab
Severity Settings
Monitoring
Network Map
Statistics
Diagnostics
System Information
Configuration
Network Discovery
SSL Certificate tab
Discovery Settings
Inventory and Status
Network Configuration
Change Management
Appliance Settings
Reporting
Administration
User/Authentication Settings
Global Settings
Management Interface
HTTPS Certificate
TimeZone
Software Upgrade
Database Maintenance
Storage Maintenance
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
The Virtual WAN Center Dashboard
Click the Dashboard section tab to display the Dashboard page.
The Virtual WAN Center Dashboard presents text and graphical displays of the following
information:
Graphical display of the current network map of the Virtual WAN
A table of the current events occurring within the last 1 hour
Virtual Path report for the last 24 hours
Graphical display of the Alarm Summary
Graphical display of the current database usage
Graphical display of the current active OS usage in Gigabytes
Figure 2 shows a sample Virtual WAN Center Dashboard display.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Figure 2. Virtual WAN Center Dashboard
The following section provides an overview and navigation instructions for the Virtual WAN
Center Configuration Editor.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
The Configuration Editor
The Configuration Editor is available both as a component of the Virtual WAN Center Web
Interface, and in the Virtual WAN Management Web Interface running on the Master Control
Node (MCN) of the Virtual WAN. This section provides an overview of Configuration Editor
navigation and page elements. For detailed instructions on using the Configuration Editor to
configure your Virtual WAN, please see the Virtual WAN 8.1.0 Installation and Configuration
Guide.
The Configuration Editor enables you to add and configure CloudBridge Virtual WAN
Appliance sites, connections, and provisioning, and to create and define a Virtual WAN
Configuration. You can also define and view Network Maps of your Virtual WAN system.
Configuration Editor Navigation
To open the Configuration Editor, do the following:
1. Log into the Virtual WAN Center Web Interface.
2. Select the Configuration tab.
This displays the Configuration tab navigation tree, with the Network Discovery page
preselected, as shown in Figure 3.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Figure 3. Configuration tab navigation tree with Network Discovery page displayed (default)
3. In the navigation tree (left pane), select Network Configuration.
This displays the Network Configuration page Configuration Editor, as shown in
Figure 4.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Figure 4. Network Configuration page Configuration Editor
Figure 5 outlines the basic navigation and page elements of the Configuration Editor, and
the terminology used in this guide to identify them.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Figure 5. Configuration Editor navigation and page elements
The following describes the primary Configuration Editor navigation elements:
Configuration Editor menu bar This is located at the top of the page area, just
below the breadcrumbs links. The menu bar contains the primary activity buttons for
Configuration Editor operations. In addition, at the far right edge of the menu bar is
the View Tutorial link button for initiating the Configuration Editor tutorial. The
tutorial steps you through a series of bubble descriptions for each element of the
Configuration Editor display.
Configuration Editor sections tree This is the stack of dark grey bars located in
the left pane of the Configuration Editor page area. Each grey bar represents a top-
level section. There are three sections: Sites, Connections, and Provisioning. Click
a section bar to expand a section and reveal the configuration tree for that section.
Click the bar again to collapse the section.
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Citrix CloudBridge Virtual WAN Center 8.1.0 Installation and Configuration Guide
Section tree branches Click + (plus sign) at the left of a section branch name in
the section tree to open a section branch. Click (minus sign) to close a branch. Each
section branch contains one or more sub-branches of configuration categories and
forms, which in turn may contain additional child branches and forms.
Sites tree This lists the site nodes that have been added to the configuration
currently opened in the Configuration Editor. In the section tree, click + at the left of
Sites to open the Sites tree. Click + to the left of a site name to open the branch for
that site. Click (minus sign) to close a branch.
Audits status bar This is the dark grey bar at the bottom of the Configuration
Editor page, and spanning the entire width of the Configuration Editor page. The
Audits status bar is available only when the Configuration Editor is open. An Audit
Alert icon (red dot or goldenrod delta) at the far left of the status bar indicates one or
more errors present in the currently-opened configuration. Click the status bar to
display a complete list of all unresolved Audit Alerts for that configuration.
Resize bar The resize bar is the thin, grey, vertical bar located on the right border of
the main page area pane, and is available in most of the Configuration Editor
pages. You can use the resize bar to grow or shrink the width of the page area to
reveal or truncate content in a table, tree, or form. Roll your cursor over the resize bar
until the cursor changes to a bi-directional arrow. Then click and drag the bar to the
right or left to grow or shrink the area width.
If the resize bar is not available for a page area, you can click and drag the right edge
of your browser to display the full page.
The following section provides an overview and navigation instructions for the Virtual WAN
Change Management wizard. The Change Management wizard is a component of the
Virtual WAN Management Web Interface running on the Master Control Node (MCN), and is
not part of the Virtual WAN Center. However, you can use the Virtual WAN Center to connect
to the specified MCN, and access the Change Management wizard. Instructions are
provided in the next section.
/