VMware vCenter Lifecycle Manager 1.0.2 User guide

Lifecycle Manager Administration Guide

vCenter Lifecycle Manager 1.0.2

This document supports the version of each product listed and

supports all subsequent versions until the document is replaced

by a new edition. To check for more recent editions of this

document, see http://www.vmware.com/support/pubs.

EN-000234-01

VMware, Inc.

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www.vmware.com

2 VMware, Inc.

Lifecycle Manager Administration Guide

You can find the most up-to-date technical documentation on the VMware Web site at:

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and names mentioned herein may be trademarks of their respective companies.

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Contents

UpdatedInformation 5

AboutThisBook 7

1 UnderstandingLCM 9

TheLifecycleManagerProcess 9

LifecycleManagerTerminology 11

Role‐BasedUserInterface 11

LCMAdministrator 11

LifecycleManagerArchitecture 12

LCMCompatibilitywithvCenter 12

LifecycleManagerComponents 13

2 InstallingLCM 15

InstallingandConfiguringvCenterOrchestrator 15

ControlOrchestratorAccess 15

InstallationRequirements 16

SupportedBrowsers 17

InstallLifecycleManager 17

ConfigurePlug‐ins 17

ConfigureDatabaseOptions 17

ConfigureVMwareInfrastructureOptions 18

3 MigratingfromLCM1.0.1toLCM1.0.2 19

BackUpDatabaseTables 19

MigratingLCM1.0.1ConfigurationtoLCM1.0.2 19

ExporttheLCM1.0.1Configuration 19

InstallLCM1.0.2 20

ImporttheLCM1.0.1ConfigurationintoLCM1.0.2 20

4 ConfiguringLCM 21

CheckConfigurationReadiness 21

InitialConfigurationofLifecycleManager 22

ConfiguretheLCMWebview 22

SetApprovalRequirements 23

ConfigureArchivingSettings 23

ChangeAuthorizationGroups 23

RolesandTasks 24

ChangetheBaseNameforVirtualMachines 24

EnableEmailNotifications 25

ConfigureEmailNotificationContent 25

ConfigureCurrencyandDateFormats 26

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CustomizingtheUserInterface 26

CreateaCustomStyleSheet 26

ModifyanRDPTemplate 27

ChangetheApplicationLogo 27

ChangeaNavigationElement 27

AddaCustomElement 28

5 SettingUptheVirtualMachineEnvironment 29

ConfiguringtheInfrastructureforRequestedVirtualMachines 29

ConfigureNetworkOptions 31

CreateaTemplateProfile 32

CreateaDomain 33

CreateaCustomizationTemplate 33

RelinkUnlinkedElements 33

ConfigureCriteriaforRequestedVirtualMachines 34

6 UsingLCM 35

LCMAdministrator’sInterface 35

RequestaVirtualMachine 36

ModifytheDecommissioningTime 38

DisplayRequestedVirtualMachines 38

ModifyRequestOptions 39

CheckthePowerStateofaVirtualMachine 39

PoweraVirtualMachineOnandOff 39

ConnectingtoaVirtualMachine 40

OpenaVirtualMachineinaWebBrowser 40

UseRemoteDesktoptoConnecttoaVirtualMachine 40

Create

orReverttoaSnapshot 40

GenerateReports 41

ActivateWebviewDebugMode 43

RelinkTokenstoVirtualMachines 43

CheckLicensingStatus 43

ExportLogsandApplicationSettings 43

TroubleshootLCM 44

Index 45

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ThisLifecycleManagerAdministrationGuideisupdatedwitheachreleaseoftheproductorwhennecessary.

ThistableprovidestheupdatehistoryoftheLifecycleManagerAdministrationGuide.

Updated Information

Revision Description

EN‐000234‐01  AddedanewtopicaboutconfiguringtheLifecycleManagercomponentsinthe

Orchestratorconfigurationinterfacein“ConfigurePlug‐ins”onpage 17.

 Addedinformationaboutcustomstylesheetsin“CreateaCustomStyleSheet”

onpage 26.

 Addedinformationaboutunlinkedelementsin“RelinkUnlinkedElements”on

page 33.

EN‐000234‐00 Initialrelease.

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Thisbook,theLifecycleManagerAdministrationGuide,providesinformationaboutinstallingandconfiguring

VMware

vCenter™LifecycleManager(LCM).

Intended Audience

ThisbookisintendedforadministratorswhoareinstallingandconfiguringLCM.Theinformationinthis

guideiswrittenforexperiencedsystemadministratorswhoarefamiliarwithvirtualmachinetechnology.

Document Feedback

VMwarewelcomesyoursuggestionsforimprovingourdocumentation.Ifyouhavecomments,sendyour

feedbacktodocfeedback@vmware.com.

Technical Support and Education Resources

Thefollowingsectionsdescribethetechnicalsupportresourcesavailabletoyou.Toaccessthecurrentversion

ofthisbookandotherbooks,gotohttp://www.vmware.com/support/pubs.

Online and Telephone Support

Touseonlinesupporttosubmittechnicalsupportrequests,viewyourproductandcontractinformation,and

Customerswithappropriatesupportcontractsshouldusetelephonesupportforthefastestresponseon

priority1issues.Gotohttp://www.vmware.com/support/phone_support.html.

Support Offerings

TofindouthowVMwaresupportofferingscanhelpmeetyourbusinessneeds,goto

http://www.vmware.com/support/services.

VMware Professional Services

VMwareEducationServicescoursesofferextensivehands‐onlabs,casestudyexamples,andcoursematerials

designedtobeusedason‐the‐jobreferencetools.Coursesareavailableonsite,intheclassroom,andlive

online.Foronsitepilotprograms andimplementationbestpractices,VMwareConsultingServicesprovides

offeringsto helpyouassess,plan,

build,andmanageyourvirtualenvironment.Toaccessinformationabout

educationclasses,certificationprograms,andconsultingservices,gotohttp://www.vmware.com/services.

About This Book

Lifecycle Manager Administration Guide

8 VMware, Inc.

VMware, Inc. 9

VMwarevCenterLifecycleManager(LCM)helpsyoumanagethecreationofvirtualmachines.UsingLCM,

youcanperformthefollowingtasks:

 HandleandprocessvirtualmachinerequestsinaWebuserinterface.

 Automaticallyplaceserversbasedontheirlocation,organization,environment,servicelevel,or

performancelevels.Whenasolutionisfoundforasetofcriteria,themachineisautomaticallydeployed.

 Enforceautomaticdeploymentandconfigurationtoreduceerrorsandspeedupprovisioningprocesses.

 Tracklifecycleinformationforrequestedmachines.Trackinghelpsmaintainon‐timearchivingand

deletionofend‐of‐lifeserv ersandavoidsserversprawl.

Thischapterincludesthefollowingtopics:

 “TheLifecycleManagerProcess”onpage 9

 “LifecycleManagerTerminology”onpage 11

 “Role‐BasedUserInterface”onpage 11

 “LCMAdministrator”onpage 11

 “LifecycleManagerArchitecture”onpage 12

The Lifecycle Manager Process

LCMautomatestheprocessofcreatingvirtualmachinesandremovingthemfromserviceattheappropriate

time.Figure 1‐1providesanoverviewoftheprocessandthetaskscompletedbyeachrole.

Understanding LCM

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Figure 1-1. Stages in the Lifecycle of a Virtual Machine under LCM

ThewaythatLCMhandlesrequeststocreatevirtualmachinesdependsonhowtheLCMAdministratorhas

configuredtheapprovalprocess.Ifapprovalisrequired,anemailnotificationissenttotheLCMApprover.

If approvalisnotrequired,andthereisnoconflictwiththerequest,thevirtualmachine

iscreated.Ifthereis

aconflict,anLCMITStaffuserreceivesanemailnotificationthatavirtualmachineiswaitingtobecreated.

Afteravirtualmachinehasbeencreated,itcanbeuseduntilthedecommissioningdate.Fivedaysbeforethe

decommissioningdate,anemailnoticeissent

totheuserwhorequestedthevirtualmachineifemail

notificationsareenabled.Therequestercandooneofthefollowing:

 Requesttoextendthelifeofthemachine.

Iftheextensionisnotapproved,thevirtualmachineisdecommissionedandisarchivedordeleted.

The LCMAdministratordetermineswhetherdecommissionedvirtualmachinesarearchived.

 Manuallydecommissionthevirtualmachine.

TheLCMAdministratorcanchoosetodeletethevirtualmachinerequest.TheLCMAdministratoristheonly

rolethatcanremoveinformationaboutavirtualmachine.Whenarequestisdeleted,noinformationaboutthe

virtualmachineappearsinreports,butthevirtualmachineisnot

destroyed.Ifavirtualmachinerequestis

accidentallydeleted,theLCMAdministratorcanrecovertheassociatedvirtualmachine.

request

virtual machine

approve

create

virtual machine

set up

approval

required

placement exception

or conflict —

manual placement

no approval —

placement exception

or conflict

no approval —

automatic

placement

user decided to

decommission

manually

archive or delete

configuration dependent

no approval

use

virtual machine

approve

life extension

or VM

customization

end of life

directory

CAUTIONBecauseLCMsupportsvCenter4.0onlyincompatibilitymode,youmustconfigurethe

VMwareInfrastructure3.5plug‐in,andaddyourvCenter4.0serverinit.LCMcanoperateonlywiththe

vCenterinstancesaddedandconfiguredintheVMwareInfrastructure3.5plug‐inintheOrchestrator

configurationinterface.

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Chapter 1 Understanding LCM

Lifecycle Manager Components

LCMrequiresthefollowingcomponents,whichyouconfigureduringinstallation:

 Servicedirectory–DefineswhichuserscanconnecttoLCMandtheirpermissionlevels.Onlyuserswho

aremembersofadirectorygroupcanlogin.

 Database–StoresallinformationthatisrelatedtoLCM,suchasvirtualmachinenames,controlgroups,

viewgroups,commissionanddecommissiondates,infrastructureelementslinkedwiththevirtual

machinerequest(templateprofile,datastore,resourcepool,andsoon).Theinformationnecessarytomap

criteriaandtheinfrastructureisalsostored

inthedatabase.

 VMwareInfrastructure–ResponsibleforallcommunicationwithVMwarevCenter.AWebserviceAPI

isusedtoconnecttoVMwareInfrastructure3.5orvCenter4.

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Thischapterdescribestheprerequisites,systemrequirements,andstepstoinstallvCenterLifecycleManager

onWindows.LCM1.0.1userscanalsomigratetheirexistingconfigurationtoLCM1.0.2.(See“Migratingfrom

LCM1.0.1toLCM1.0.2”onpage 19,beforeproceedingwiththeLCM1.0.2installation.)

Thischapterincludesthefollowingtopics:

 “InstallingandConfiguringvCenterOrchestrator”onpage 15

 “ControlOrchestratorAccess”onpage 15

 “InstallationRequirements”onpage 16

 “SupportedBrowsers”onpage 17

 “InstallLifecycleManager”onpage 17

 “ConfigurePlug‐ins”onpage 17

Installing and Configuring vCenter Orchestrator

BeforeinstallingLCM,youmustinstallandconfigurevCenterOrchestrator.YouusetheOrchestrator

configurationinterfacetoconfigurethecomponentsthatarerelatedtotheengine,suchasthedatabase,

network,servercertificate,email,andsoon.ThesecomponentsmustbeconfiguredcorrectlyforLCMto

functionproperly.

Forinformationabout

installingOrchestratorandsettinguptheconfigurationoptions,seethevCenter

OrchestratorInstallationandConfigurationGuide.

Control Orchestrator Access

WhenusingLCM,thebestpracticeistolimitaccesstotheOrchestratorclientonlytoadministrators.Youcan

alsoconfiguretheOrchestratorservertorefuseaccesstoWebservicerequests,topreventmaliciousattempts

fromWebserviceclientstoaccessworkflowsonsensitiveservers.

To disable access to the Orchestrator client by non-administrators

1 Navigatetothefollowingfolderon

theOrchestratorserversystem.

<installation_directory>\VMware\Orchestrator\app-server\server\vmo\conf

2Openthevmo.propertiesconfigurationfileinatexteditorandaddthefollowingline.

#Disable Orchestrator client connection

com.vmware.o11n.smart-client-disabled = true

Ifthevmo.propertiesconfigurationfiledoesnotcontainthisproperty,orifthepropertyissettofalse,

OrchestratorpermitsallusersaccesstotheOrchestratorclient.

Installing LCM

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To disable access to workflows from Web service clients

1 NavigatetothefollowingfolderontheOrchestratorserversystem.

<installation_directory>\VMware\Orchestrator\app-server\server\vmo\conf

2Openthevmo.propertiesconfigurationfileinatexteditorandaddthefollowingline.

#Disable Orchestrator client connection

com.vmware.o11n.web-service-disabled = true

Ifthevmo.propertiesconfigurationfiledoesnotcontainthisproperty,orifthepropertyissettofalse,

OrchestratorpermitsaccesstoworkflowsfromWebservices.

Installation Requirements

BecauseLCMrunsasanOrchestratorplug‐in,thesystemrequirementsofthetwoproductsarethesame.For

detailedinformationaboutOrchestratorsystemrequirements,seethevCenterOrchestratorInstallationand

ConfigurationGuide.

BeforeyouinstallLCMonMicrosoftWindows,makesurethatyoursystemmeetstheinstallation

prerequisites.

Table 2-1. Installation Prerequisites

Component Description

VMwarevCenterOrchestrator4.0

VMwarevSphere

™  vCenter4.0incompatibilitymode(default)

 TheSyspreputilityfortheguestOSmustbeavailableintheproper

directoryonthevCenterServer.

VMwareESX

™ SupportforESXdependsontheversionofvCenterthatyouareusing.

See thedocumentationfortherelevantversionofvCenter.

SampleActiveDirectorygroupsthat

correspondtoLCMroles

Therolesare:

 LCMAdministrator

 LCMITStaff

 LCMApprover

 LCMTechRequester

 LCMRequester

StaticaccountforeachvCenterServerthat

LCMandOrchestratorcanuse

AppropriatepermissionsfortheLCM

groups

Includethefollowingpermissions:

 AllowtheOrchestratorAdministratortodeployfromvCenter

templates

 RDPaccessintheguestoperatingsystem

UsexrdpforLinuxvirtualmachines

LCMdatabase Chooseoneofthefollowing:

 UsethesamedatabaseasOrchestrator

 UseaseparatedatabaseforLCM(recommended)

OTE Because ofCPUandmemoryusage,VMwarerecommendsthatyou

hosttheLCMdatabaseandtheOrchestratorserverondifferentmachines

onalocalnetworkwithlowlatency.

ActiveDirectorydomain

DHCPserverandfixedrangeofIP

addressesfornewvirtualmachines

VMware, Inc. 17

Chapter 2 Installing LCM

Supported Browsers

YoumustuseoneofthefollowingbrowserstoconnecttoLCM:

 MicrosoftInternetExplorer7

 MozillaFirefox3.0.x(wherexis8orlater)

Toconnecttoavirtualmachineusingaremotedesktopapplication,youmusthaveRemoteDesktop

Protocol (RDP)clientsoftwareinstalledonyourworkstation.

Toconnecttoavirtualmachinethroughyourbrowser,youmustusetheVMwareWebCenterRemoteMKS

Plug‐in,which

iscompatiblewiththefollowingbrowsersandoperatingsystems:

 MicrosoftInternetExplorer7onWindowsXPorWindowsServer2003

 MozillaFirefox3onWindowsXP,WindowsServer2003,orLinux

Install Lifecycle Manager

OrchestratormustberunningtoinstallLCM.

To install LCM

1LogintotheOrchestratorconfigurationinterfaceathttp://<orchestrator_server>:8282.

2OntheGeneraltab,clickInstallApplication.

3ClickChooseandbrowsetoselectthevmo_lifecycle_1_0_2_

<build_number>

.vmoappfile.

4ClickInstall.

5OntheLicencestab,typetheLCMserialnumberandclickApplychanges.

Configure Plug-ins

YoumustconfiguretheOrchestratorplug‐insthatareinstalledwithLCM.

Configure Database Options

YoumustconfiguretheoptionsfortheLCMdatabasetableandthenetworkingdatabasetable.TheLCM

databasetablecontainsvirtual‐machine‐specificdatathatismanagedbyLCM,suchaswhenthevirtual

machinewascreated,whocreatedit,andotherspecifications.Thenetworkingdatabasetablecontainsdata

relatedto

themanagementoftheIPaddresses.

To configure database options

1LogintotheOrchestratorconfigurationinterfaceathttp://<orchestrator_server>:8282.

2OntheVMwareLifecycleManagerandNetworkingtabs,selectthedatabaseconnectiontype.

3ClickApplychanges.

Option Description

Custom (Recommended)Selectthisoptiontostoreplug‐inspecificdatainadatabase

differentfromtheOrchestratordatabase.

Dependingonthetypeofdatabaseyouareconnectingto,therequired

informationmightvary.Foralistoftheconnectionparametersthatyoumightbe

requiredtospecify,seethevCenter

OrchestratorInstallationandConfigurationGuide.

SameasvCO Selectthisoptiontostoreplug‐inspecificdataintheOrchestratordatabase.

Built‐in Notsupported.

Lifecycle Manager Administration Guide

18 VMware, Inc.

Configure VMware Infrastructure Options

TheVMwareInfrastructure3.5plug‐inisresponsibleforallcommunicationwithVMwarevCenter.AWeb

serviceAPIisusedtoconnecttoVMwareInfrastructure3.5orvCenter4.BecauseLCMsupportsvCenter4.0

onlyincompatibilitymode,youmustconfiguretheVMwareInfrastructure3.5plug‐in,andaddyour

vCenter 4.0

serverinit.LCMcanoperateonlywiththevCenterinstancesaddedandconfiguredinthe

VMwareInfrastructure3.5plug‐in.

Prerequisites

YoumustimporttheSSLcertificatesforeachVMwareInfrastructureorvCenterinstanceyoudefine.For

informationaboutimportingSSLcertificates,seethevCenterOrchestratorInstallationandConfigurationGuide.

To configure VMware Infrastructure 3.5

1LogintotheOrchestratorconfigurationinterfaceathttp://<orchestrator_server>:8282.

2OntheVMwareInfrastructure3.5tab,clickNewVirtualCenterhost.

3Fromthe

Availabledrop‐downmenu,selectEnabled.

4IntheHosttextbox,entertheIPaddressortheDNSnameoftheVMwareInfrastructureorvCenterhost.

5InthePorttextbox,leavethedefaultvalue443.

6 (Optional)SelecttheSecurechannelcheckboxtoestablishasecureconnectiontoyourVMware

Infrastructure

orvCenterhost.

7InthePathtextbox,usethedefaultvalue,/sdk.

ThisisthelocationoftheSDKthatyouusetoconnecttoyourVMwareInfrastructureorvCenterinstance.

8InUsernameandPasswordtextboxes,typethecredentialsforOrchestratortousetoestablishthe

connectionto

VMwareInfrastructureorvCenter.

9SpecifythemethodyouusetomanageuseraccessontheVMwareInfrastructureorvCenterhost.

10 ClickApplychanges.

TheURLtothenewlyconfiguredVMwareInfrastructureorvCenterhostisaddedtothelistofdefined

hosts.

RepeatthesestepsforeachVMwareInfrastructureorvCenterinstance.

Option Description

Shareauniquesession TypethecredentialsofauserwhoisaVMwareInfrastructureorvCenter

administrator.

Sessionperuser SelectthisoptionifyourVMwareInfrastructureorvCenterserverisinan

ActiveDirectorydomain.Makesurethattheuserhasthenecessary

permissionstoperformtherequiredoperations.

AUTIONEachuserwhologsincreatestheirownsessiontoVMware

InfrastructureorvCenter.Thisresultsinhighertrafficandmoreinquiries.

VMware, Inc. 19

IfyouareusingVMwareLifecycleManager‐Standard1.0.1(LCM1.0.1),youcanmigratetoVMwarevCenter

LifecycleManager1.0.2(LCM1.0.2).

Thischapterincludesthefollowingtopics:

 “BackUpDatabaseTables”onpage 19

 “MigratingLCM1.0.1ConfigurationtoLCM1.0.2”onpage 19

Back Up Database Tables

Beforemigrating,VMwarerecommendsthatyoubackupyourLCMdatabasetableandnetworking

database table.

TheLCMdatabasetablecontainsvirtual‐machine‐specificdatathatismanagedbyLCM,suchaswhenthe

virtualmachinewascreated,whocreatedit,andotherspecifications.

Thenetworkingdatabasetablecontainsdatarelatedto

themanagementoftheIPaddresses.

Migrating LCM 1.0.1 Configuration to LCM 1.0.2

ThemigrationisperformedbyrunningworkflowsinLCM1.0.1,whichispoweredbyOrchestrator3.2.1,and

inLCM1.0.2,whichispoweredbyOrchestrator4.0.

Export the LCM 1.0.1 Configuration

TomigratetoLCM1.0.2,youmustfirstexportyourcurrentconfiguration.YouuseOrchestrator3.2.1and

LCM 1.0.1toexporttheconfiguration.Youmustdownloadamigrationpackagefile,whichisinstalledinthe

OrchestratorconfigurationinterfaceandexecutedinLCM.

To export your configuration from LCM 1.0.1

1LogintotheOrchestrator3.2.1configurationinterfaceathttp://<orchestrator_server>:3944.

2On

theGeneraltab,clickInstallApplication.

3ClickBrowseandselectthelcm_migration-export_1_0_2_

<build_number>

.vmoappfile.

4ClickInstall.

Migrating from LCM 1.0.1 to LCM 1.0.2

NOTEThisprocedureisoptional,butVMwarerecommendsitfordatabasesinaproductionenvironment.

Thebackupproceduredependsonyourdatabasevendor.

NOTEYoumustcompletetheexportprocedureinOrchestrator3.2.1andLCM1.0.1beforeinstalling

Orchestrator4.0andLCM1.0.2onthesamemachine.Orchestrator4.0overwritestheinstallationof

Orchestrator3.2.1.

Lifecycle Manager Administration Guide

20 VMware, Inc.

5OntheServertab,clickRestartservice.

6Gotohttp://<orchestrator_server>:8080/vmo.

7LogintotheVMwareLifecycleManager‐MigrationTool‐ExportWebview.

8ClickExecuteExportDataWorkflow.

9ClickSubmittostarttheexportprocess.

10 Iftheprocessfails,clickBacktoStep1toretry.

11 Aftertheexportprocessiscompletedsuccessfully,clickDownloadExportedDatatosavethedata.zipfile.

Install LCM 1.0.2

ForinformationaboutinstallingLCM1.0.2,see“InstallingLCM”onpage 15.

Import the LCM 1.0.1 Configuration into LCM 1.0.2

AfterexportingtheLCM1.0.1configuration,youcanimportitintoLCM1.0.2.Themigrationisperformed

whenyourunLCM1.0.2forthefirsttime.

To import the LCM 1.0.1 configuration into LCM 1.0.2

1StarttheOrchestratorServer.

aLogintohttp://<orchestrator_server>:8282.

bClickStartupOptions.

cClickStartservice.

2Gotohttp://<orchestrator_server>:8280/vmo/lifecycletologintoLCMforthefirst

time.

Youneedtologinwiththecredentialsofauserwhoisamemberoftheadministratorgroupthatis

selectedinOrchestrator.

3 SelectYesforMigratefromoldLCMdataandclickNext.

4ClickBrowseandselectthedata.zipfilethatyouexportedfromLCM1.0.1.

5ClickSubmitto

starttheimportprocess.

Aftertheimportprocessiscompletedsuccessfully,LCMisrestartedautomatically.

OTEYoumustuseanewdatabasewheninstallingLCM1.0.2.

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VMware vCenter Lifecycle Manager 1.0.2 User guide

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