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    Cisco Systems, Inc.www.cisco.com

    Cisco has more than 200 offices worldwide.

    Addresses, phone numbers, and fax numbers

    are listed on the Cisco website at

    www.cisco.com/go/offices.

    Cisco UCS Director Administration Guide,

    Release 4.1

    December 16, 2013

    Text Part Number: OL-30729-01

    http://www.cisco.com/http://www.cisco.com/go/officeshttp://www.cisco.com/go/officeshttp://www.cisco.com/go/officeshttp://www.cisco.com/go/officeshttp://www.cisco.com/go/officeshttp://www.cisco.com/
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    THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS MANUAL ARE SUBJECT TO CHANGE WITHOUT NOTICE .ALLSTATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS MANUAL ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUT

    WARRANTY OF ANY KIND, EXPRESS OR IMPLIED.USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS.

    THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THE INFORMATION PACKET THAT

    SHIPPED WITH THE PRODUCT AND ARE INCORPORATED HEREIN BY THIS REFERENCE.IF YOU ARE UNABLE TO LOCATE THE SOFTWARE LICENSEOR LIMITED WARRANTY, CONTACT YOUR CISCO REPRESENTATIVE FOR A COPY.

    The Cisco implementation of TCP header compression is an adaptation of a program developed by the University of California, Berkeley (UCB) as part of UCBs public

    domain version of the UNIX operating system.All rights reserved.Copyright 1981, Regents of the University of California.

    NOTWITHSTANDING ANY OTHER WARRANTY HEREIN, ALL DOCUMENT FILES AND SOFTWARE OF THESE SUPPLIERS ARE PROVIDED AS IS WITH

    ALL FAULTS.CISCO AND THE ABOVE-NAMED SUPPLIERS DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING, WITHOUTLIMITATION, THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OR ARISING FROM A COURSE OF

    DEALING, USAGE, OR TRADE PRACTICE.

    IN NO EVENT SHALL CISCO OR ITS SUPPLIERS BE LIABLE FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, OR INCIDENTAL DAMAGES, INCLUDING,

    WITHOUT LIMITATION, LOST PROFITS OR LOSS OR DAMAGE TO D ATA ARISING OUT OF THE USE OR INABILITY TO USE THIS MANUAL, EVEN IF CISCO

    OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

    Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a l ist of Cisco trademarks, go to this

    URL: www.cisco.com/go/trademarks. Third-party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a partnership

    relationship between Cisco and any other company. (1110R)

    All other trademarks mentioned in this document or Website are the property of their respective owners. The use of t he word partner does not imply a partnership relationship

    between Cisco and any other company. (0711R)

    Any Internet Protocol (IP) addresses and phone numbers used in this document are not intended to be actual addresses and phone numbers.Any examples, command displayoutput, network topology diagrams, and other figures included in the document are shown for ill ustrative purposes only.Any use of actual IP addresses or phone numbers inillustrative content is unintentional and coincidental.

    2013 Cisco Systems, Inc.All rights reserved.

    http://www.cisco.com/go/trademarkshttp://www.cisco.com/go/trademarks
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    C O N T E N T S

    Preface xi

    Audience xi

    Conventions xi

    Related Documentation xiii

    Documentation Feedback xiii

    Obtaining Documentation and Submitting a Service Request xiii

    New and Changed Information for this Release 1-1

    New and Changed Information 1-1

    Overview 2-1

    About Cisco UCS Director 2-1

    Features and Benefits 2-2

    Physical and Virtual Management Features 2-4

    Model-Based Orchestration 2-4

    Initial Login 2-5

    Recommended Order of System Setup 2-6

    Managing Users and Groups 3-1

    Managing User Types 3-1

    User Types 3-1

    Default User Permissions 3-2

    Managing Groups 3-7

    Creating a Group or Customer Organization 3-7

    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

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    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 3-16

    LDAP Integration 3-17

    Single Sign-On 3-19

    Branding 3-19

    Branding Groups and Customer Organizations 3-19

    Login Page Branding 3-20

    Managing System Administration Settings 4-1

    Setting Up the Outgoing Mail Server 4-1Configuring System Parameters (Optional) 4-2

    Configuring System Parameters (Optional) 4-2

    Configuring Infrastructure System Parameters (Optional) 4-3

    Updating the License 4-3

    Verifying License Utilization 4-4

    Viewing License Utilization History 4-4

    Viewing Resource Usage Data 4-4

    Edit Application Categories 4-5

    Customizing the Portal 4-6

    Customizing the Login Page and Background Images 4-6

    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

    Advanced Controls 4-8Enabling Advanced Controls 4-9

    User Menus 4-9

    Setting User Menus 4-10

    User Permissions 4-10

    Setting User Permissions 4-10

    Managing System Tasks 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 4-15

    Managing Integration Settings 5-1

    Configuration Management Database Integration 5-1

    Setting Up CMBD Integration 5-1

    Metering Data Export 5-2

    Setting Up Metering Data Export 5-2

    Change Records 5-2

    Viewing Change Records 5-2

    System Logs 5-3

    Setting up System Logs 5-3

    Storage and OVF Upload 5-3

    Multiple Language Support 5-4

    Managing a Physical Infrastructure 6-1

    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 6-5

    Testing Connectivity of Physical Accounts 6-5

    Enabling Device Discovery 6-6

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    Managing a Virtual Infrastructure 7-1

    About Managing VMware 7-1

    Creating a Cloud 7-1

    Downloading the PowerShell Agent Installer 7-2

    Creating a PowerShell Agent 7-3

    Verifying Cloud Discovery and Connectivity 7-3

    Testing the Connection 7-3

    Viewing vCenter Plug-ins 7-4

    Managing Policies 8-1

    Policies 8-1

    Computing Policies 8-1

    Data Collection Policy 8-3

    Configuring a Data Collection Policy for a Virtual Account 8-3Associating 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 8-9VLAN Pool Policies 8-10

    System Policies 8-11

    Configuring a System Policy 8-11

    OS Licenses 8-13

    Managing Virtual Data Centers 9-1

    About Managing Virtual Data Centers 9-1

    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 9-4

    VDC Service Profiles 9-5

    Adding VDC Service Profiles 9-5

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    Managing Catalogs 10-1

    About Managing Catalogs 10-1

    Publishing a Catalog 10-1

    Publishing Advanced Catalogs 10-4Publishing Advanced Catalogs 10-4

    Viewing a Catalog 10-5

    Editing a Catalog 10-5

    Deleting a Catalog 10-6

    Cloning Catalogs 10-6

    Cloning a Catalog 10-6

    Assessing Hosts for Deployment 10-6

    Using Self-Service Provisioning 11-1

    About Self-Service Provisioning 11-1

    Service Requests 11-1

    Creating a Service Request with Catalog TypeStandard 11-1

    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 11-6

    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

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    Exporting Service Request Approvals History 11-10

    Service Request Budgeting 11-11

    Viewing the Current Month Budget Availability 11-11

    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

    About Multiple Disk VM Provisioning 12-1

    Workflow for Multiple Disk VM Provisioning 12-2

    About Templates with Multiple Disks 12-2

    Assigning Disk Categories 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

    Using the Chargeback Module 13-1

    About Chargeback Features 13-1

    Budget Policies 13-2

    Configuring a Budget Policy 13-2Cost Models 13-2

    Creating a Cost Model 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 13-6

    Storage Tier Cost Models 13-8

    Assigning a Cost to a Tier13-8

    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 13-10

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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 13-12

    Chargeback Calculations 13-12

    System Monitoring and Reporting 14-1

    Dashboard 14-1

    Enabling the Dashboard 14-1

    Adding Report Widgets 14-2

    Refresh Widget Data 14-2

    Summary 14-2Viewing Virtual Machine, Cloud and System Summary Information 14-2

    Customizing Summary Report Widgets 14-2

    Inventory Management 14-3

    Accessing System Inventory Details 14-3

    Resource Pools 14-3

    Accessing Resource Details 14-3

    Clusters 14-3

    Accessing Clusters 14-3

    Images 14-4Accessing Images 14-4

    Host Nodes 14-4

    Accessing Host Nodes 14-4

    VMs 14-4

    Accessing VMs 14-4

    Accessing Group Level VMs 14-4

    Topology 14-5

    Accessing Topology Types 14-5

    Assessment 14-5Accessing Assessments 14-5

    Reports 14-5

    Accessing Reports 14-6

    Managing Life Cycles 15-1

    Managing VM Power Settings 15-1

    Resizing a VM 15-2

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    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 16-1

    About CloudSense Analytics 16-1

    Generating a Report 16-2

    Generating an Assessment 16-2

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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

    AudienceThis 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 Indication

    GUI Elements GUI elements such as tab titles, area names, and field labels appear i

    this font.

    Main titles such as window, dialog box, and wizard titles appear in th

    font.

    Document titles Document titles appear in this font.

    TUI elements In a Text-based User Interface, text the system displays appears in th

    font.

    System output Terminal sessions and information that the system displays appear in

    this font.

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    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 INSTRUCTIONSThis warning symbol means danger. You are in a situation that could cause bodily injury. Before youwork 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

    CLI Commands CLI command keywords appear in this font.

    Variables in a CLI command appear in this font.

    [ ] Elements in square brackets are optional.

    {x | y | z} Required alternative keywords are grouped in braces and separated by

    vertical bars.

    [x | y | z] Optional alternative keywords are grouped in brackets and separated by

    vertical bars.

    string 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.

    Table 1 Conventions Used in this Document

    Text Type Indication

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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 DocumentatRoadmapavailable at the following URL:

    http://www.cisco.com/en/US/docs/unified_computing/ucs/ucs-director/doc-roadmap/b_UCSDirecto

    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 Roadmapavailable 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 Roadmapavailable at the following URL:

    http://www.cisco.com/en/US/docs/unified_computing/ucs/overview/guide/UCS_rack_roadmap.htm

    Documentation FeedbackTo provide technical feedback on this document, or to report an error or omission, please send your

    comments to [email protected]. We appreciate your feedback.

    Obtaining Documentation and Submitting a Service Request

    For information on obtaining documentation, submitting a service request, and gathering additionalinformation, see the monthly What's New in Cisco Product Documentation, which also lists all new

    revised Cisco technical documentation.

    Subscribe to the What's New in Cisco Product Documentationas a Really Simple Syndication (RSS) f

    and set content to be delivered directly to your desktop using a reader application. The RSS feeds ar

    free service and Cisco currently supports RSS version 2.0.

    http://www.cisco.com/en/US/docs/unified_computing/ucs/ucs-director/doc-roadmap/b_UCSDirectorDocRoadmap.htmlhttp://www.cisco.com/en/US/docs/unified_computing/ucs/ucs-director/doc-roadmap/b_UCSDirectorDocRoadmap.htmlhttp://www.cisco.com/en/US/docs/unified_computing/ucs/overview/guide/UCS_roadmap.htmlhttp://www.cisco.com/en/US/docs/unified_computing/ucs/overview/guide/UCS_rack_roadmap.htmlmailto:[email protected]://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.htmlhttp://www.cisco.com/en/US/docs/unified_computing/ucs/overview/guide/UCS_rack_roadmap.htmlhttp://www.cisco.com/en/US/docs/unified_computing/ucs/overview/guide/UCS_roadmap.htmlhttp://www.cisco.com/en/US/docs/unified_computing/ucs/ucs-director/doc-roadmap/b_UCSDirectorDocRoadmap.htmlmailto:[email protected]://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.html
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    C H A P T E R

    1-1

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    1New and Changed Information for this Release

    This chapter contains the following sections:

    New and Changed Information, page 1-1

    New and Changed InformationThe following table provides an overview of the significant changes to this guide for this current relea

    The table does not provide an exhaustive list of all changes made to this guide or of all new features

    this release.

    Feature Description Where Documented

    Advanced Controls The following features were

    added:

    System task remoting

    enables the remoteexecution of system tasks in

    a UCS Director scalability

    deployment model.

    Service providers can be

    enabled in UCS Director.

    Advanced Controls section on page 4-

    Chargeback features Several changes were made to

    the chargeback features in UCS

    Director.

    Chapter 13, Using the Chargeback

    Module

    CloudSense Analytics New reports were added while

    others were removed.

    About CloudSense Analytics section o

    page 16-1

    Infrastructure System

    Parameters

    Changes were made to the

    infrastructure system

    parameters.

    Configuring System Parameters

    (Optional) section on page 4-2

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    1-2

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    Chapter 1 New and Changed Information for this Release

    New and Changed Information

    Inventory Management You can monitor the system

    inventory using the dashboard.

    Any changes to the physical

    infrastructure are updated to the

    dashboard. The dashboarddisplays the entire system level

    infrastructure information for

    administrative management.

    Inventory Management section on

    page 14-3

    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.

    Viewing License Utilization History

    section on page 4-4

    Multi-Domain

    Manager Account

    Cisco UCS Director Release

    v4.1 supports multi-domains. Amulti-domain manager account

    can be created for a newly

    created physical account.

    Adding Multi-Domain Manager Account

    section on page 6-4

    Multiple Disk VM

    Provisioning

    Cisco UCS Director Release

    v4.1 supports VM provisioning

    of multiple disks from a

    template.

    Chapter 12, Multiple Disk VM

    Provisioning

    Network Policy Network policy information has

    changed.

    Chapter 8, Managing Policies

    Physical Infrastructure The Physical Infrastructure

    chapter was added. Cisco UCS

    Director discovers all

    components in the newly created

    physical account.

    Chapter 6, Managing a Physical

    Infrastructure

    Self-Service

    Provisioning

    Several changes were made to

    the way self-service

    provisioning is done for VMs.

    Chapter 11, Using Self-Service

    Provisioning

    Site Management A site can be created for a newly

    created physical account.

    Adding a Site section on page 6-1

    System Tasks The processing of system tasks

    such as data collection can be

    delegated to VM service nodes.

    Managing System Tasks section on

    page 4-10

    Updating the UCS

    Director license

    Updates the license using

    Product Authorization Key

    (PAK).

    Updating the License section on page 4-3

    Feature Description Where Documented

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    1-3

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    Chapter 1 New and Changed Information for this Release

    New and Changed Information

    Virtual Machine (VM)

    Lease Time

    A user can configure a lease

    expiration time for a selected

    VM.

    Configuring the Lease Time for a Virtu

    Machine section on page 15-5

    VM Tasks The following VM tasks were

    added:

    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 VDCsystem 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.

    Managing VM Actions section on

    page 15-5

    Feature Description Where Documented

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    1-4

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    Chapter 1 New and Changed Information for this Release

    New and Changed Information

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    C H A P T E R

    2-1

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    2Overview

    This chapter contains the following sections:

    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 DirectorCisco 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 infrastructur

    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 supportsNetApp FlexPod and ExpressPOD, EMC VSPEX, and Virtual Computing Environment (VCE) Vblo

    systems, based on the Cisco UCS and Cisco Nexus platforms.

    Cisco UCS Director automates the provisioning of resource pools across physical, virtual, and barem

    environments. It delivers native, automated monitoring for health, status, and resource usage data. F

    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 continu

    basis, such as by viewing heat maps that show virtual machine (VM) utilization across all your p

    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

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    Chapter 2 Overview

    About Cisco UCS Director

    Features and Benefits

    Features Benefits

    Central management Single interface for administrators tomonitor, 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 Self-service catalog that end users can order

    from and deploy new infrastructure instances

    following IT-prescribed policies and

    governance.

    Adaptive provisioning Real-time available capacity, internal

    policies, and application workload

    requirements that can be used to optimize the

    availability of the right resources.

    Dynamic capacity management Continuous monitoring that indicates

    real-time infrastructure consumption to

    improve capacity planning and management

    Ability to identify underutilized and

    overutilized resources.

    Multiple hypervisor support Support for VMware ESX/ESXi, Microsoft

    Hyper-V, and Red Hat hypervisors

    Computing management Ability to monitor, manage, and provision

    physical, virtual, baremetal servers, andblades.

    Virtual machine (VM) life cycle management

    and business continuance through snapshots

    for end users.

    Server utilization trending analysis.

    Network management 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 ControlProtocol (DHCP) allocation, and access

    control lists (ACLs) across network devices

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    Storage management Policy-based provisioning and management

    of filers, virtual filers (vFilers), logical unit

    numbers (LUNs), and volumes

    Unified dashboards that give administrators

    comprehensive visibility into organizationa

    usage, trends, and capacity analysis details

    Cisco CloudGenie Mobile management from Apple iPad and

    iPhone and Android devices

    Mobile self-service provisioning, virtual

    machine management, and viewing of

    administrative dashboards

    Features Benefits

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    About Cisco UCS Director

    Physical and Virtual Management Features

    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

    Physical Server 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

    Virtual Computing Management

    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

    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

    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

    Physical 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

    Virtual Network Management

    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

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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

    following table:

    Initial LoginLog in to Cisco UCS Director by hostname or IP address with the following credentials:

    Username: admin Password: admin

    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

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    Chapter 2 Overview

    Recommended Order of System Setup

    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 SetupName Chapter Description

    Initial Set Up 2, 3, and 4 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.

    Physical Infrastructure Describes how to optionally add a pod and physical account,

    add network elements, test the connections, and verify account

    discovery.

    Note You can create the virtual infrastructure before thephysical infrastructure if you want.

    Virtual Infrastructure 5 Describes how to create a cloud, verify cloud discovery and

    connectivity, test the connections, and view vCenter plug ins.

    Policies 6 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.

    Virtual Data Centers 7 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.

    Catalogs 8 Describes how to set up catalog items, attach groups with

    access to a catalog, and publish catalog items.

    Self-Service

    Provisioning

    9 Describes how you can create and manage provisioning

    service requests.

    Multi-Disk

    Provisioning

    10 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.

    Chargeback 11 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.

    Cloud Management 12 Describes how you can get complete cloud visibility, monitorresource usage, and manage the cloud stackclouds, clusters,

    host servers, and virtual machines.

    Life Cycles 13 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.

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    CloudSense 14 Describes the analytical reports about the underlying physic

    and virtual infrastructure that Cisco UCS Director can

    generate.

    Macros 15 Describes how to use the Macros feature to customize VM

    names and VM hostnames using variables provided by theapplication.

    Name Chapter Description

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    3Managing Users and Groups

    This chapter contains the following sections:

    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 addusers, viewing users and user permissions, and modifying individual user read/write permissions fo

    different system components.

    Most users will view and use the Administrative Portal when they log in, which is described in this gui

    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-Servi

    Portal

    IS Admin

    Network Admin

    Operator

    Service End UserThis user only views and uses the Self-Service Portal.

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    Managing User Types

    Storage Admin

    System Admin

    Default User Permissions

    Each user type has a default set of system permissions.

    All Policy Admin

    Billing Admin

    Task Permission

    Computing Clouds Read-only

    Storage Clouds Read-only

    Network Clouds Read-only

    Group Service Request Read/write

    Approver Service Request Read/write

    Chargeback Read-only

    Catalog Read-only

    VDC Read-only

    Computing Policy Read/write

    Storage Policy Read/write

    Network Policy Read/write

    Service Delivery Policies Read/write

    System Admin Read-only

    Users and Groups Read-only

    Budgeting Read-only

    Cloud Accounts Read-only

    Resource Accounting Read-only

    Resource Limit Report Read-only

    Group Users Read-only

    Task Permission

    Computing Clouds Read-only

    Storage Clouds Read-only

    Network Clouds Read-only

    Group Service Request Read-only

    Approver Service Request Read/write

    Chargeback Read-only

    Catalog Read-only

    VDC Read-only

    Computing Policy Read-only

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    Managing User Types

    Computing Admin

    Group Admin

    Storage Policy Read-only

    Network Policy Read/write

    Service Delivery Policies Read-only

    System Admin Read-onlyUsers and Groups Read-only

    Budgeting Read-only

    Cloud Accounts Read-only

    Resource Accounting Read-only

    Resource Limit Report Read-only

    Group Users Read-only

    Task Permission

    Computing Clouds Read-only

    Storage Clouds Read-only

    Network Clouds Read-only

    Computing Infrastructure Read/write

    Group Service Request Read-only

    Approver Service Request Read/write

    Chargeback Read-only

    Catalog Read-only

    VDC Read-only

    Computing Policy Read/write

    Storage Policy Read-only

    Network Policy Read-only

    Service Delivery Policies Read-only

    System Admin Read-only

    Users and Groups Read-only

    Budgeting Read-only

    Cloud Accounts Read-only

    Resource Accounting Read-only

    Resource Limit Report Read-only

    Group Users Read-only

    Task Permission

    Task Permission

    Computing Cloud write only

    Group Service Request Read/write

    Approver Service Request Read/write

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    IS Admin

    Chargeback Read-only

    Catalogs Read-only

    VDC Read-only

    Resource accounting Read-onlyResource limit report Read-only

    VM label Write-only

    Group users Read/write

    Task Permission

    Task Permission

    Computing Clouds Read-only

    Storage Clouds Read-only

    Network Clouds Read-onlyComputing Infrastructure Read-only

    Group Service Request Read-only

    Approver Service Request Read/write

    Chargeback Read-only

    Catalog Read/write

    VDC Read/write

    Computing Policy Read-only

    Storage Policy Read-only

    Network Policy Read-only

    Service Delivery Policies Read/writeSystem Admin Read-only

    Users and Groups Read-only

    Budgeting Read-only

    Cloud Accounts Read-only

    Resource Accounting Read-only

    Resource Limit Report Read-only

    Group Users Read-only

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    Managing User Types

    Network Admin

    Operator

    Task Permission

    Computing Clouds Read-only

    Storage Clouds Read-only

    Network Clouds Read-only

    Group Service Request Read-only

    Approver Service Request Read/write

    Chargeback Read-only

    Catalog Read-only

    VDC Read-only

    Computing Policy Read-only

    Storage Policy Read-only

    Network Policy Read/write

    Service Delivery Policies Read-only

    System Admin Read-only

    Users and Groups Read-only

    Budgeting Read-only

    Cloud Accounts Read-only

    Resource Accounting Read-only

    Resource Limit Report Read-only

    Group Users Read-only

    Task Permission

    Computing Clouds Read-only

    Storage Clouds Read-only

    Network Clouds Read-only

    Group Service Request Read/write

    Approver Service Request Read/write

    Chargeback Read-only

    Catalog Read-only

    VDC Read-only

    Computing Policy Read-only

    Storage Policy Read-only

    Network Policy Read-only

    Service Delivery Policies Read-only

    System Admin Read-only

    Users and Groups Read-only

    Budgeting Read-only

    Cloud Accounts Read-only

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    Managing User Types

    Service End User

    Storage Admin

    Resource Accounting Read-only

    Resource Limit Report Read-only

    Group Users Read-only

    Task Permission

    Computing Cloud Write-only

    Group Service Request Read/write

    Approver Service Request Read/write

    Chargeback Read-only

    Catalogs Read-only

    VDC Read-only

    Resource accounting Read-only

    Resource limit report Read-only

    Task Permission

    Computing Clouds Read-only

    Storage Clouds Read-only

    Network Clouds Read-only

    Group Service Request Read-only

    Approver Service Request Read/write

    Chargeback Read-only

    Catalog Read-only

    VDC Read-only

    Computing Policy Read-only

    Storage Policy Read/write

    Network Policy Read-only

    Service Delivery Policies Read-only

    System Admin Read-only

    Users and Groups Read-only

    Budgeting Read-only

    Cloud Accounts Read-only

    Resource Accounting Read-only

    Resource Limit Report Read-only

    Group Users Read-only

    Task Permission

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    Chapter 3 Managing Users and Groups

    Managing Groups

    System Admin

    Managing GroupsA group or customer organization must be created before a user can be added.

    Creating a Group or Customer Organization

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the User Groups tab.

    Step 3 Click Add.

    Step 4 In the Add Groupdialog box, complete the following fields:

    Task Permission

    Computing Clouds Read/write

    Storage Clouds Read/write

    Network Clouds Read/write

    Group Service Request Read/write

    Approver Service Request Read/write

    Chargeback Read-only

    Catalog Read/write

    VDC Read/write

    Computing Policy Read/write

    Storage Policy Read/write

    Network Policy Read/write

    Service Delivery Policies Read/write

    System Admin Read/write

    Users and Groups Read/write

    Budgeting Read/write

    Cloud Accounts Read/write

    Resource Accounting Read-only

    Resource Limit Report Read-only

    Resource Limit Write-only

    Group Users Read-only

    Name Description

    Name field The name of the group/customer organization.

    Description

    field

    The description of the group/customer organization if required.

    Code field A shorter name or code name for the group. This name is used in VM and hostname template

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    Managing Groups

    Step 5 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 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Password Policytab.

    Step 3 In the Password Policypane, complete the following fields:

    Cost Center

    field

    (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 Centerfor naming conventions, see Chapter

    6, Managing Policies.

    Contact Email

    field

    The contact email address. This email is used to notify the group owner about the status of

    service requests and request approvals if necessary.

    First Name

    field

    The contacts first name.

    Last Name

    field

    The contacts last name.

    Phone field The contacts phone number.

    Address field The contacts address.

    Name Description

    Name Description

    Minimum Password Length

    drop-down list

    Choose the minimum number of characters for the password.

    Maximum Password Length

    drop-down list

    Choose the maximum number of characters for the password.

    Minimum Character Classes

    drop-down list

    Choose the minimum number of character classes such as upper case, lower

    case, numbers, and special characters.

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    Managing Groups

    Step 4 Click Submit.

    Group Budget Policy

    Resources are accounted for by using the Chargeback feature. For resource usage by a group or custom

    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 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the User Groups tab.

    Step 3 Choose a group from the list.

    Step 4 Click Budget Policy.

    Step 5 In the Budget Policydialog box, complete the following fields:

    Step 6 Click Save.

    Resource Limits

    You can configure resource limits for a group or customer organization to help manage group resou

    utilization. You can specify limits on the following:

    Disallow Login in Password

    check box

    Check the check box to disallow passwords, which are the same as the log

    ID.

    Disallow Previous Password

    check box

    Check the check box to disallow the previous password from being used an

    the new password being the same as the old password.

    Disallow Passwords that match

    regular expression field

    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.

    Name Description

    Enable Budget Watch

    check box

    Check the check box to monitor the groups budget usage. Uncheck the check box t

    ignore all budget entries for this group.

    Allow Over Budget

    check box

    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 i

    added.

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    Managing Groups

    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

    Step 1 On the menu bar, choose Organizations> Summary.

    Step 2 Click a group to view.

    Step 3 Choose the Resource Limitstab to view the current limit, usage, pending SR usage, and status of the

    resources for the selected group.

    Editing Resource Limits

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the User Groupstab.

    Step 3 Choose a group and click Edit Resource Limits. The Resource Limitdialog box appears.

    Step 4 In the Resource Limitdialog box, check the Enable Resource Limitscheck box and complete the

    following fields:

    Name Description

    Group display-only field The group name.

    Enable Resource Limits check box 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.

    Maximum Active VM Count field The maximum number of active VMs.

    Maximum Total VM Count field The total number of VMs.

    Provisioned vCPUs Limit field The maximum number of provisioned vCPUs.

    Provisioned Memory (GB) Limit field The provisioned memory limit, in gigabytes.

    Provisioned CPU (GHz) Limit field The provisioned CPU limit, in gigahertz.

    Provisioned Disk (GB) Limit field The provisioned limit for disks, in gigabytes.

    Reserved CPU (GHz) Limit field The reserved limit of CPUs, in gigahertz.

    Reserved Memory (GB) Limit field The reserved memory limit, in gigabytes

    Maximum Snapshot (GB) Limit field The maximum limit for snapshots, in gigabytes.

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    Configuring the Administration Profile

    Step 5 Click Save.

    Configuring the Administration Profile

    You must first configure your system administrator profile before you can configure groups and theusers.

    Creating the admin Profile

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Login Userstab.

    Count CPU and Memory for Inactive

    VMs check box

    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 LimitsNote The configuration of OS resource limits and physical resource limits are not supported for public

    clouds.

    CentOS field The maximum number of CentOS (Community Enterprise

    Operating System) servers.

    Windows Server 2003 field The maximum number of Windows 2003 servers.

    Windows Server 2008 field The maximum number of Windows 2008 servers.

    Windows 7 field The maximum number of Windows 7 machines.

    Windows XP field The maximum number of Windows XP machines.

    Red Hat field The maximum number of Red Hat machines.

    Ubuntu field The maximum number of Ubuntu machines.

    FreeBSD field The maximum number of FreeBSD machines.

    Other Linux field The maximum number of other Linux OS.

    Other field The maximum number of other OS.

    Physical Resource Limits

    Maximum Physical Server Count field The maximum number of servers.

    Maximum Physical Server Memory (GB)

    field

    The maximum amount of server memory.

    Maximum Physical Server CPU Count

    field

    The maximum number of server CPUs.

    Maximum vFiler Count field The maximum number of vFilers.

    Maximum Physical Storage Space (GB)

    field

    The maximum amount of storage space.

    Name Description

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    Configuring the Administration Profile

    Step 3 Click Add.

    Step 4 In the Add Userdialog box, complete the following fields:

    Step 5 Click Add.

    Changing the admin Password

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Login Userstab.

    Step 3 In the Login Namecolumn, choose admin.

    Step 4 Click Change Password.

    Step 5 In the Change Passworddialog box, enter a new password for the adminuser and confirm it.

    Step 6 Click Save.

    Adding Users

    Before You Begin

    Ensure that you have created a group to which the user can belong.

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Login Userstab.

    Step 3 Click Add(+).

    Name Description

    User Type drop-down list Choose System Admin. The system administrator has full

    privileges.Login Name field The login name. The default is admin.

    Password field The admin password.

    Confirm Password field The admin password that is entered again for confirmation.

    User Contact Email field The administrators email address.

    First Name field The administrators first name.

    Last Name field The administrators last name.

    Phone field The administrators phone number.

    Address field The administrators address.

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    Step 4 In the Add Userdialog box, complete the following fields:

    Step 5 Click Add.

    What to Do Next

    After choosing a user from the main window and then clicking Manage Profiles, you can optionallassign multiple roles for that user.

    Viewing Current Online Users

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 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.

    Name Description

    User Type drop-down list Choose the user type.

    Note 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 The user's login name.

    Password field 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 The user's password that is entered again for confirmation.

    User Contact Email field The user's email address.

    Note The email address is used to notify the group owner about service reques

    status and to request approvals.First Name field The user's first name.

    Last Name field The user's last name.

    Phone field The user's phone number.

    Address field The user's address.

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    Managing User Access Profiles

    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

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Login Userstab.

    Step 3 Choose a user from the list.

    Step 4 Click Manage Profiles.

    Step 5 In the Manage Profileswindow, click Add(+).

    Step 6 In the Add Entry to Access Profilesdialog box, complete the following fields:

    Step 7 Click Submit.

    What to Do NextCreate additional user access profiles as needed.

    Editing a User Access Profile

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Login Userstab.

    Name Description

    Name field The profile name.Description field The description of the profile .

    Type drop-down list Choose the user role type.

    Group drop-down list Choose the users group.

    Default Profile check

    box

    Check the check box if this is the default user access profile. Uncheck the check box

    if it is not the default.

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    Managing User Access Profiles

    Step 3 Choose a user from the list.

    Step 4 Click Manage Profiles.

    Step 5 In the Manage Profileswindow, choose a user from the list.

    Step 6 Click Edit.

    Step 7 In the Edit Access Profiles Entrydialog box, edit the Name, Description, Type, Group, or the DefaProfilefields, as needed.

    Step 8 Click Submit.

    Deleting a User Access Profile

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Login Userstab.

    Step 3 Choose a user from the list.

    Step 4 Click Manage Profiles.

    Step 5 In the Manage Profileswindow, choose a user from the list.

    Step 6 In the Manage Profiles dialog box, click Delete.

    Logging in to a Profile

    Step 1 In the Cisco UCS Director logindialog box, in the Usernamefield, enter your username in the form

    Username:Access Profile Name.

    Note For example, Alex:GrpAdmin

    Step 2 In the Passwordfield, enter your password.

    Step 3 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

    Step 1 At the upper right of the window (to the left of logout), click the username.

    Step 2 In the User Informationwindow, choose the Access Profilestab.

    Step 3 Choose a user profile, and click Set as Default Profile.

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    Authentication and LDAP Integration

    Note A profile can also be set as default while adding or editing a profile.

    Authentication and LDAP IntegrationYou 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.

    Configuring Authentication Preferences

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Authentication Preferencestab.

    Step 3 In the Authentication Preferencespane, complete the following fields:

    Name Description

    Local Authentication Authentication is local only (Cisco UCS Director), and not through the

    LDAP server.

    Local First, fallback to LDAP

    drop-down list option

    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.

    LDAP First, fallback to Local

    drop-down list option

    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).

    Verisign Identity Protection

    drop-down list option

    VIP Authentication Service (two-factor authentication) is enabled.

    Name Description

    Authentication Preferences

    drop-down list

    Choose the Authentication Preference.

    If you chose Local Authentication, continue to Step 4.

    If you chose VIP, continue to Step 5.

    User Name field The username.

    Password field The user password.

    Port Number field The port number.

    Server field The IP address of the server.

    Domain Name field The domain name.

    LDAP Sync Interval drop-downlist

    Choose the LDAP synchronization interval.

    Enable LDAP Sync check box Check the check box if you want to enable LDAP synchronization. Uncheck

    the check box if you do not want LDAP synchronization.

    Modify Existing Users and

    Groups check box

    Check the check box if you want to enable modification of existing users and

    groups.

    Test LDAP Check the check box if you want to test LDAP connectivity to Cisco UCS

    Director.

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    Step 4 (Optional) For local authentication, click Save.

    Step 5 (Optional) In the VIP Certificatefield, browse to the VIP Certificate file and choose it.

    Step 6 Enter the Password.

    Step 7 Click Save.

    What to Do Next

    If you configured LDAP first as the authentication preference, you must configure the LDAP credenti

    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. Y

    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 Gro

    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 Extern

    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 w

    you use the advanced search option. This option is available by clicking Request Manual LDA

    Sync.

    User Synchronization Rules

    If a chosen LDAP user already exists in Cisco UCS Director and the source is type Local, the u

    is ignored during synchronization.

    If a chosen LDAP user already exists in Cisco UCS Director and the source type is External, thusers 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 genera

    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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    Authentication and LDAP Integration

    Note Be sure that the user is assigned to the correct group after the LDAP synchronization process.

    Managing LDAP Integration

    Step 1 On the menu bar, choose Administration > Users and Groups.

    Step 2 Choose the LDAP Integrationtab to view the status of LDAP server synchronization.

    Step 3 (Optional) Choose a server and click the following buttons, as needed, to manage LDAP integration:

    Step 4 (Optional) For an LDAP synchronization request, verify the IP address/domain name, and click Submit

    Step 5 (Optional) If you chose LDAP Manual Server Sync, complete the following fields:

    Step 6 For basic search, click Select.

    Step 7 Choose the distinguished name to search, and click Select.

    Step 8 For advanced search, in the Select Users and Groupspane, add or edit attribute names for User Filters

    and Group Filters.

    Step 9 Click Next.

    Step 10 Choose the LDAP Groupsand LDAP Users.

    Name Description

    Search BaseDN button 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 Synccheck box is checked in the Authentication Preferencestab.

    This action is also considered to be an automatic sync process.

    Request LDAP Sync Enables on-demand synchronization of the LDAP server. This action syncs the

    users/groups from the selected organization in Search Base DN. Groups and usersadded 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 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.

    Name Description

    Basic Search field Check the check box to enable Basic Searchby organization unit.

    If checked, continue to Step 6.

    Advanced Search field Check the check box to enable Advanced Search.

    If checked, continue to Step 8.

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    Branding

    Step 11 Click Submitto 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

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Single Sign-Ontab.

    Step 3 In the Single Sign-Onpane, check the Enable Single Sign Oncheck box.

    Step 4 In the Select a File for Uploadfield, browse to the One Login certificate file and choose it.

    Step 5 Click Upload.

    Step 6 When the upload is complete, click Submit.

    BrandingFor 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

    Step 1 On the menu bar, choose Administration > Users and Groups.

    Step 2 Choose the User Groups tab.

    Step 3 Choose the group to brand.

    Step 4 Click Branding.

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    Step 5 In the Group Brandingdialog box, complete the following fields:

    Step 6 In the Select a File for Uploadfield, 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.

    Step 7 Click Upload.

    Step 8 (Optional) For application labels, enter at least one application label in the Label 1and Label 2 fields.

    Step 9 (Optional) In the URLfield, enter the URL to direct the user to upon logout.

    Step 10 (Optional) Complete at least the first two fields:

    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 enduser 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.

    Name Description

    Logo image check box Check the check box to upload a logo image.

    Continue to Step 6.

    Application Labels check box Check the check box to customize an application labelto appear in the application header.

    Continue to Step 8.

    URL Forwarding on Logout check box Check the check box to forward to a specific URL

    upon logout.

    Continue to Step 9.

    Custom Links check box Check the check box to brand custom links.

    Continue to Step 10.

    Name Description

    Custom Link 1 Label field The label for custom link 1.

    Custom Link 1 URL field The URL for custom link 1.

    Custom Link 2 Label field The label for custom link 2.

    Custom Link 2 URL field The URL for custom link 2.

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    Configuring a Custom Domain Logo

    Step 1 On the menu bar, choose Administration> Users and Groups.

    Step 2 Choose the Login Page Brandingtab.

    Step 3 Click Add.

    Step 4 In the Domain Brandingdialog box, complete the following fields:

    Step 5 Click Submit.

    Name Description

    Domain Name field The domain name to brand.

    Custom Domain Logo check box Check the check box to enable login page branding from a specified doma

    name.

    Select a fi le for upload field The logo file to upload.

    Note The optimal image size for a logo is 890 pixels wide by 470 pixel

    high, with 255 pixels for white space . We recommend that you kee

    the image size small to enable faster downloads.

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    4Managing System Administration Settings

    This chapter contains the following sections:

    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 You must be logged in to the appliance before you can run any of the following procedures.

    Setting Up the Outgoing Mail Server

    All outgoing emails from Cisco UCS Director require an SMTP server.

    Step 1 On the menu bar, choose Administration > System.

    Step 2 Choose the Mail Setuptab.

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    Step 3 In the Mail Setuppane, complete the following fields:

    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.

    Step 1 On the menu bar, choose Administration > System.

    Step 2 Choose the System Parameterstab.

    Step 3 In the System pane, complete the following fields:

    Name Description

    Outgoing Email Server (SMTP)

    field

    The outgoing SMTP server address.

    Outgoing SMTP Port field The outgoing SMTP server port number.Outgoing SMTP User field The user ID.

    Outgoing SMTP Password field The user password.

    Outgoing Email Sender Email

    Address field

    The senders email address.

    Cloupia Server IP address field 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.

    Send Test Email check box Check this check box to test the current email settings.

    Name Description

    Number of Days to

    Keep Deleted VMs Data

    field

    The user-defined number of days that the system retains VM data.

    Number of Days to

    Keep Events field

    The user-defined number of days that the system retains all events.

    Note Events older than the mentioned time period are deleted.

    Number of Days to

    Keep Trend Data field

    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.

    Number of Days to

    Keep Metering Data

    drop-down list

    Choose the number of days that the system retains VM metering records.

    Note This data is specific to VMs and their resources.

    Download VM Locking

    Controls from URL

    field

    VM locking controls from the specified URL.

    Note The file must be in XML format.

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    Updating the License

    Step 4 Click Save.

    Configuring Infrastructure System Parameters (Optional)

    You can set parameters for polling the virtual and physical system infrastructure resources.

    Step 1 On the menu bar, choose Administration > System.

    Step 2 Choose the Infrastructure System Parameterstab.

    Step 3 In the entry box, enter the infrastructure polling interval in minutes. The default is 60 minutes.

    Step 4 In the entry box, enter the number of days to keep trend data for the system infrastructure. The defa

    is 30 days.

    Step 5 Click Save.

    Updating the LicenseYou can update the license using Product Authorization Key (PAK).

    Step 1 On the menu bar, choose Administration > License.

    Step 2 Choose the License Keystab.

    Step 3 Click the Update Licenseoption. The Update PAK dialog box is displayed.

    Step 4 Click Browseto navigate and choose the PAK license file.

    Step 5 Click Uploadto 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 lice

    text field.

    Step 6 Click Submit. The license is updated.

    Currency drop-down

    list

    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.

    Other Currency field This field appears when Otheris chosen under Currency. Enter the currency nam

    (one only).

    Currency Precision

    drop-down list

    Choose the currency precision in decimal points. Available precision is from 0 to 5

    decimal points.

    Name Description

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    Verifying License Utilization

    Verifying License UtilizationThe License Utilizationpage 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.

    Step 1 On the menu bar, choose Administration > License.

    Step 2 Choose the License Utilizationtab.

    Step 3 Choose a Cisco UCS Director appliance.

    Step 4 (Optional) To run a license audit, click Run License Audit.

    Step 5 In the Run License Audit dialog box, click Submit. This process takes several minutes to run.

    Viewing License Utilization HistoryThe 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 On the menu bar, choose Administration > License.

    Step 2 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 DataYou can view how resources are being utilized in your environment.

    Step 1 On the menu bar, choose Administration > License.

    Step 2 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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    Edit Application Categories

    Resource CountNumber of each available resource.

    Edit Application CategoriesAny VM provisioned using Cisco UCS Director is categorized based on its type. The VM type can b

    web server, database, application server, or other. Cisco UCS Director also has a separate category

    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

    Step 1 On the menu bar, choose Administration > System.

    Step 2 Choose the Application Categoriestab.

    Step 3 Choose an Application Category.

    Step 4 Click Edit.

    Step 5 In the Edit Categorydialog box, complete the following fields:

    Step 6 Click Submit.

    Name Description

    Category ID display-only field The numerical value given to the category by the system,

    Category Label field The category type.

    Category Code field The VM and host naming.

    Description display-only field A description of the category.

    Category Enabled display-only

    check box

    The check box default is checked.

    Default Smart Allocation

    Algorithm drop-down list

    Choose an algorithm.

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    Customizing the Portal

    Customizing the PortalOrganizations 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.

    Step 1 On the menu bar, choose Administration > User Interface Settings.

    Step 2 Click Login Page.

    Step 3 Check the Use customizable Login page check box.

    Step 4 In the Logo Imagesand Background Imagespane, choose an item from one or both panes.

    Step 5 Click Submit.

    Customizing the Application Logo

    You can customize the application logo on the home page by uploading a custom image.

    Step 1 On the menu bar, chooseAdministration > User Interface Settings .

    Step 2 Choose the Application Logotab.

    Step 3 In the Imagespane, choose the image, or click Addto add a new image that is not listed.

    Step 4 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.

    Step 1 On the menu bar, chooseAdministration > User Interface Settings .

    Step 2 Choose the Favicontab.

    Step 3 In the Image Label column, choose the image, or click Addto add a new image not listed.

    Step 4 Click Submit.

    Note The Favicon image size must be 16 x 16 pixels and in PNG format.

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    Customizing the Portal

    Customizing the Application Header

    You can customize the self-service portal labels, next to the customer logo, by modifying existing lab

    Step 1 On the menu bar, chooseAdministration > User Interface Settings .

    Step 2 Choose the Application Header tab.

    Step 3 In the Application Headerpane, complete the following fields:

    Step 4 Click Save.

    Customizing the Date Display

    Numerous data display formats are supported.

    Step 1 On the menu bar, chooseAdministration > User Interface Settings .Step 2 Choose the Date Displaytab.

    Step 3 Edit the date format.

    Step 4 If required, click Hide Timezoneto hide the time zone display from the user interface.

    Step 5 Click Save.

    Name Description

    Hide Entire Header check

    box

    Check the check box to hide the header section. If checked, the header that contain

    the logo image, application name, and links, such as Logout, are hidden.

    Product Name field The product name.

    Product Name 2nd Line

    field

    Continuation of the product name.

    Enable About Dialog

    check box

    Check the check box to enable the Aboutlink in the header. Uncheck the check bo

    to disable the Aboutlink in the header.

    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