IT Business Management Installation and Administration Guide

Transcription

1 IT Business Management Installation and Administration Guide IT Business Management 8.0 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 EN

2 IT Business Management Installation and Administration Guide You can find the most up-to-date technical documentation on the VMware Web site at: The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: Copyright 2013 VMware, Inc. All rights reserved. Copyright and trademark information. VMware, Inc Hillview Ave. Palo Alto, CA VMware, Inc.

3 Contents About This Book 7 Installation Procedure 1 Preparing to Install IT Business Management 11 Oracle Parameter Values 11 Creating Tablespaces 12 Create Oracle Users 13 Set the UNIX or LINUX Configuration 13 About Installing IT Business Management in a cluster environment 14 2 Install IT Business Management Suite 15 Select the Installation Mode 16 Select the Installation Type 16 Select the Database Schema configuration 17 Select a Source for the Database Schema Content 17 Select an Application or Web Server 18 Select Installation Procedures 18 Select Applications to Install 19 Select a System Type 19 Provide Server Parameters for the Application Server 20 Configure Oracle Database Parameters 22 Define a User Authentication Type 23 Create an User for Logging in to IT Business Management 24 Select an Application File for IT Business Management installation 25 Content Packages in IT Business Management 25 Select Content Packages 26 Configure Advanced Settings 26 Complete the Installation Procedure 27 IT Business Management Advanced or Enterprise with IT Business Management Standard Integration Activation Procedure 28 Upload Mapping Files to IT Business Management 29 Modify the Out-of-the-Box Cost Model 30 3 Upgrading and Custom Installations 31 Upgrade IT Business Management Application and Database 31 Upgrade the IT Business Management Application 33 Upgrade the Database 34 Custom Installation 35 VMware, Inc. 3

4 IT Business Management Installation and Administration Guide 4 Configuration Files 37 Working with Configuration Files in IT Business Management 37 ServiceFlow Properties 37 About Flat Files 37 Batch Procedure Whitelist Properties 38 ITBM Key 38 ITBM License 39 Post-Installation Procedure 5 Post Installation Tasks 43 Log In to IT Business Management Suite 43 Verify Basic IT Business Management Features 44 Configure Settings 44 Set the Time Zone 45 Oracle Parameters Customized for IT Business Management 45 Encrypting Passwords 46 Enabling Data Table Archiving 47 Sending Traps with SNMP 47 Enabling SSL for Tomcat 48 Test the SSL Configuration 48 Verifying Character Compatibility 49 Supporting Lotus Notes 49 Configure IT Business Management Cluster Installation 50 6 Backup and Recovery 51 Backup Strategies 51 Oracle Database Backups 52 Using or Linking Veritas NetBackup with ITBM 52 Recovery 52 7 Planning Requirements for IT Business Management 55 Capacity Factors 55 Database Disk Configuration 56 RAID Devices 57 8 Creating RTF Templates 59 Dynamic Tag Library 59 Agreement Documentation Tags 60 Report Documentation Tags 65 Advanced Options 67 Troubleshooting the RTF Template 69 Administration Procedure 9 Administration Tasks 73 Infrastructure Parameters 73 4 VMware, Inc.

5 Contents Dimensions Configuration Parameters 74 Database-Related Configuration Parameters 75 Engine-Related Configuration Parameters 76 Security Parameters Troubleshooting IT Business Management 79 User Cannot Access IT Business Management Application 79 Adaptors Fail When You Import Data from an SQL Table 79 No Data in Database Adaptor for a Non-Oracle Server 80 Flow Calculations Are Not Visible 80 No Data Passes Through the Identify Operator 80 Unable to View Existing Reports 81 Not Receiving for Report Distributions 81 Unable to Send to Lotus Notes Users 81 Unable to Synchronize LDAP and Active Directory Users 82 Index 83 VMware, Inc. 5

6 IT Business Management Installation and Administration Guide 6 VMware, Inc.

7 About This Book The IT Business Management Advanced and Enterprise Edition Installation and Administration Guide provides information about installing, upgrading, configuring, customizing, backing up and recovering procedures. It also provides information about post-installation procedure, which includes backup and recovery, planning capacity, administrative tasks and troubleshooting IT Business Management. Intended Audience This information is intended for users who wants to install, upgrade or perform post installation tasks on IT Business Management Suite. The information is written for experienced Windows, UNIX, and Linux system administrators. VMware Technical Publications Glossary VMware Technical Publications provides a glossary of terms that might be unfamiliar to you. For definitions of terms as they are used in VMware technical documentation, go to VMware, Inc. 7

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9 Installation Procedure VMware, Inc. 9

10 IT Business Management Installation and Administration Guide 10 VMware, Inc.

11 Preparing to Install 1 IT Business Management Before you install IT Business Management, you must install and configure the database. To install IT Business Management, you must set up your machine by a creating a tablespace and Oracle users. Also, you must configure Oracle parameters. If you are using Linux or UNIX, you must configure the environment variables. This chapter includes the following topics: Oracle Parameter Values, on page 11 Creating Tablespaces, on page 12 Create Oracle Users, on page 13 Set the UNIX or LINUX Configuration, on page 13 About Installing IT Business Management in a cluster environment, on page 14 Oracle Parameter Values The database administrator modifies values to Oracle parameters for IT Business Management installations. IT Business Management does not require the Oracle recycle bin. Before you run the application on a dedicated database, disable this feature. The values for the parameters are for the 64-bit version of Oracle. If you are using the 32-bit version, modify the memory parameters as required. Table 1 1. Values for Oracle Parameters for IT Business Management Parameter Description Values in Oracle Version 11g DB_BLOCK_SIZE Specifies the size of database blocks. 8KB or 16KB for Unicode databases DB_CACHE_SIZE SHARED_POOL_ SIZE LOG_BUFFER OPTIMIZER_ MODE Specifies the size of the default buffer pool for buffers of the primary block size. Specifies the size of SQL statement cache. This parameter is used to enable reuse of statements. Specifies the number of buffers, each size of the system page located in System Global Area (SGA) and as a result of the changed data written to the redo log files. Enables the Oracle Cost-Based Optimizer when statistics are available. Unset the parameter. Unset the parameter. Unset the parameter. ALL_ROWS VMware, Inc. 11

12 IT Business Management Installation and Administration Guide Table 1 1. Values for Oracle Parameters for IT Business Management (Continued) Parameter Description Values in Oracle Version 11g CURSOR_SHARING WORKAREA_SIZE_ POLICY SESSION_CACHED_ CURSORS PROCESSES SESSIONS JAVA_POOL_SIZE DB_WRITER_ PROCESSES PGA_AGGREGATE_ TARGET SGA_TARGET SGA_MAX_SIZE MEMORY_TARGET MEMORY_MAX_ TARGET Specifies the type of SQL statements that can share the same cursors. Setting the value of this parameter to Exact allows only statements with identical text to share the same cursor. This parameter determines whether Oracle should automatically allocate in the Process Global Area (PGA) and SGA, or that these areas will be allocated manually. Specifies the number of cursors to cache per session. Displays the maximum number of processes. Displays the maximum number of sessions. Specifies (in bytes) the size of the Java pool, from which the Java memory manager allocates most Java state during runtime execution. The number of background database writer processes. Target size for the aggregate PGA memory consumed by the instance. Specifies the total size of all SGA components. Specifies the maximum size of the SGA for the lifetime of the instance. Specifies the Oracle system-wide usable memory. Only the value Exact is supported and certified. AUTO Unset the parameter. 3 Unset the parameter. Unset the parameter. Unset the parameter. 5GB Unset the parameter. Creating Tablespaces Oracle stores data logically in tablespaces and physically in datafiles associated with the corresponding tablespace. Before you install IT Business Management, you must create permanent tablespaces, which are used to store user data and user created objects. You can also create temporary tablespaces that are used to store data with short lifespan and undo tablespaces that are used to store before image data. By using tablespaces, you can control the disk layout of an installation. A common use of tablespaces is to optimize performance. Table 1 2. IT Business Management Permanent Tablespaces Tablespace DFL_DATA DFL_IDX Description Main tablespace that IT Business Management uses. Default storage location for indexes. Segments are the storage objects in the Oracle database. You can manage these segments locally with automatic segment allocation enabled. Enable logging for these segments. Consult the database administrator for appropriate sizing of the tablespaces. 12 VMware, Inc.

13 Chapter 1 Preparing to Install IT Business Management The size of the undo tablespace is a product of the undo retention period and the volume of data updated by IT Business Management. The default undo retention period is 3 hours. In most cases, 10GB of undo space is sufficient. Create a temporary tablespace with an initial size of 10GB. Consult the database administrator for appropriate sizing of the tablespaces. Create Oracle Users Each IT Business Management installation must have an Oracle user to which all IT Business Management objects, Oracle tablespaces, and procedures are associated. Procedure 1 Create an Oracle user, for example DFL. create user user name identified by user name; 2 Set user name_data as the default tablespace. default tablespace user name_dat temporary tablespace TEMP; 3 Grant the roles CONNECT and RESOURCES to the user. grant connect to user name; grant resource to user name; 4 Grant system privileges to the user. grant create database link to user name; grant create materialized view to user name; grant create synonym to user name; grant create view to user name; Set the UNIX or LINUX Configuration Before you install IT Business Management Suite on a UNIX or LINUX system, configure the environment variable and kernel parameters. Procedure 1 Set the display environment variable to the IP address of the client machine on which you are working, with :0.0 appended to the address. For example: :0.0 2 Run the System Administration Manager (SAM) and proceed to the kernel configuration. 3 Verify the minimum values for specific kernel parameters. Parameter name Value max_thread_proc 1024 maxfiles 256 maxusers 256 nkthread 3635 nproc 2068 ncallout Save this configuration and reboot. 5 Set the display environment variable again. VMware, Inc. 13

14 IT Business Management Installation and Administration Guide About Installing IT Business Management in a cluster environment In a cluster environment, several computers run IT Business Management and share processing by using a load balancer. In a cluster installation, you can configure one computer to handle the backend processes and install the other computers in the cluster as frontend instances. See Install ITBM as a Frontend Instance on Configure Advanced Settings, on page 26. IT Business Management cluster environment is composed of three main components. A load balancer - to handle load distribution between available cluster nodes. For example, Apache httpd server. Multiple application servers - to support several user requests. You can install Tomcat instance as a member of cluster. See Provide Server Parameters for the Application Server, on page 20. An Oracle database - to store data. Installing IT Business Management in a cluster environment has several advantages. Scalability - A single application server can handle a limited number of client requests. So, you can add multiple application servers to distribute the load, allowing concurrent users. Fail over recovery - In case of failure in a server to handle a client request, other severs in the cluster takes over the job to handle the requests. Availability - When some application servers are offline for maintenance and recovery, users can accessit Business Management without any performance issues. When you install IT Business Management in a cluster environment, you must perform additional configurations. See Configure IT Business Management Cluster Installation, on page VMware, Inc.

15 Install IT Business Management Suite 2 You can install IT Business Management Suite using the installer. You can perform a complete installation or select components to install. Prerequisites Meet the hardware and software requirements. See the System Requirements Guide. Log in to the machine as an administrator. Download the IT Business Management installer. Procedure 1 Run the IT Business Management installer. u u On Windows, navigate to the IT Business Management Suite installation files and double-click the ITBM-Installer_BuildNumber.jar file. On UNIX or Linux, run the <JAVA_HOME>\bin\java -jar ITBM-Installer_BuildNumber.jar command. The IT Business Management installation wizard opens. 2 Click Next to start the installation procedure. What to do next Select the installation mode. This chapter includes the following topics: Select the Installation Mode, on page 16 Select the Installation Type, on page 16 Select the Database Schema configuration, on page 17 Select a Source for the Database Schema Content, on page 17 Select an Application or Web Server, on page 18 Select Installation Procedures, on page 18 Select Applications to Install, on page 19 Select a System Type, on page 19 Provide Server Parameters for the Application Server, on page 20 Configure Oracle Database Parameters, on page 22 Define a User Authentication Type, on page 23 VMware, Inc. 15

16 IT Business Management Installation and Administration Guide Create an User for Logging in to IT Business Management, on page 24 Select an Application File for IT Business Management installation, on page 25 Content Packages in IT Business Management, on page 25 Select Content Packages, on page 26 Configure Advanced Settings, on page 26 Complete the Installation Procedure, on page 27 IT Business Management Advanced or Enterprise with IT Business Management Standard Integration Activation Procedure, on page 28 Upload Mapping Files to IT Business Management, on page 29 Modify the Out-of-the-Box Cost Model, on page 30 Select the Installation Mode You can install IT Business Management in either evaluation mode or license mode. Prerequisites Run the IT Business Management installer and proceed from the Welcome screen. Procedure u Select an installation mode and click Next.. Evaluation Mode. This is the default mode. You can use IT Business Management for an unlimited time period, however, a warning message appears after every log in. Licensed Mode. If you have the IT Business Management license, select this option and type the license key in the text box. What to do next Select the installation type whether you want to install or upgrade.. Select the Installation Type You can select the IT Business Management installation types whether you want to perform a complete or custom installation, upgrade, or create or upgrade only the database schema. Prerequisites Run the IT Business Management installer and select the installation mode. Procedure u Select one of the installation types and click Next. Complete. To install IT Business Management for the firs time. This is the default mode. Upgrade. To upgrade your existing IT Business Management version. Custom. To install only the selected components. Database Schema. To create or upgrade your database schema. What to do next Select the database schema. 16 VMware, Inc.

17 Chapter 2 Install IT Business Management Suite Select the Database Schema configuration During IT Business Management installation, you must determine the configuration for the database schema. Prerequisites Run the IT Business Management installer and select the installation type. Procedure 1 On the Database Schema page, create a new schema or upgrade an existing one. Do Not build Database Schema: The installer uses the existing database schema, without creating a new schema or upgrading the existing schema. NOTE The Do Not build Database Schema option requires a valid database schema that is compatible with the IT Business Management version that is being installed. Create New Database Schema: The installer uses the scripts to create a new schema. For this option, you need the user name and password that have been created in the database. If you already have a schema in this location, a warning appears at the end of the installation configuration. This option is selected, by default. Upgrade Database Schema: The installer uses upgrade scripts that are available with the installation files to upgrade the existing schema to the IT Business Management version that is being installed. 2 Click Next. What to do next Select the source of the schema content. Select a Source for the Database Schema Content You can select the source of the database schema content. you can use the scripts or a dump file. Prerequisites Run the IT Business Management installer and select the database schema. Procedure 1 On the Database Schema Content Source page, select the source of the schema content. Default scripts: The installer uses scripts for the latest build included with the Installation wizard. This option is selected by default. Custom: The installer uses a dump file which is not included in the Installation wizard. 2 Click Next. What to do next Select the dump file or select the application server or Web server. VMware, Inc. 17

18 IT Business Management Installation and Administration Guide Select a Custom Dump File You can select a custom dump file as the source of the schema content. Prerequisites In the Installation wizard, select the option for using a custom dump file on the Database Schema Content Source page. Procedure 1 On the Custom Dump File page, click Select File to select the custom dump file. The dump file path cannot contain spaces. The Oracle Client version must match the version of the server. If you want to upgrade the dump file, complete the installation and rerun the installation wizard with the Upgrade Schema option only. 2 Click Next. What to do next Select the application server or Web server. Select an Application or Web Server You can select the application server or Web server that your IT Business Management installation. Prerequisites If you plan to use WebLogic with your installation, verify that a system administrator has installed WebLogic. If you select WebLogic, only IT Business Management is installed, instead of installing Tomcat or WebLogic along with the installation. Procedure 1 On the Application/Web Server page, select WebLogic or Tomcat from the Select an Application Server or Web Server drop-down menu. Tomcat (embedded) NOTE If you select a Tomcat server, the Tomcat instance that is installed with IT Business Management is used exclusively for IT Business Management because it is embedded with the installer. If Tomcat is required for other applications, you must install it separately. WebLogic 2 Click Next. What to do next Review the list of installation procedures. Select Installation Procedures You can select or view a list of procedures that run during the installation. Prerequisites Run the IT Business Management installer and select the application or the web server. 18 VMware, Inc.

19 Chapter 2 Install IT Business Management Suite Procedure 1 On the Installation Procedures page, review the list of procedures that the installer performs. The options on the Installation Procedure page varies based on the installation type selected. All the options are selected by default. If you are installing IT Business Management for the first time on the computer, the Tomcat Installation and Tomcat Instance Configuration options appear. If you have selected Upgrade Database Schema on the Database Schema page or Custom on the Database Schema Content Source page, you can select or deselect the Redefine Applications to Install and Modify IT Business Management Suite System Type options. 2 Click Next. What to do next Define the server parameters. Select Applications to Install While installing IT Business Management, you can select applications to install such as Portfolio, SLA Manager, or IT Financial Manager. If you plan to use a custom dump file for the content source, the installation wizard does not display the Applications page. Prerequisites Select Default Scripts as the source for the database schema content. Procedure 1 On the Applications page, select the IT Business Management Suite applications to install. NOTE You can select the Portfolio option only if you select at least one application. 2 Click Next. When you select the installation type as upgrade, custom or database schema, the application page and system type configuration pages are not applicable or available. What to do next Select a System Type. Select a System Type You can install IT Business Management on several different system types, such as single or multiple customers, alliance, or shared services. Prerequisites You must select default scripts as the source for the database schema content. VMware, Inc. 19

20 IT Business Management Installation and Administration Guide Procedure 1 Select a system type. System Type Single Customer Alliance Multiple Customers Shared Services Description An instance of IT Business Management has exactly one customer. IT Business Management calculates cost and resource statistics for the customer. An instance of IT Business Management has exactly one customer, but might be serviced by one or more providers. IT Business Management calculates statistics for the customer. A service provider running an instance of IT Business Management has multiple customers and might have one or more providers as well. IT Business Management calculates cost and resource statistics for the service provider running IT Business Management. An instance of IT Business Management has multiple customers and providers represented by other divisions within the organization. IT Business Management calculates statistics for the organization running the instance of IT Business Management. You selection in IT Business Management determines whether to present data filtered by either customers or by providers. 2 If IT Business Management has only one agreement,select Single Agreement. 3 If you want to include information about providers in IT Business Management and in its reports, select Manage Providers. The providers option appears in the Organization menu in IT Business Management. 4 In the Approval Type drop-down menu, select the approval type - Customer Approval or Provider Approval. 5 Click Next. What to do next Specify Server Parameters. Provide Server Parameters for the Application Server The Tomcat and WebLogic application servers accept different parameters. Only parameters that are applicable for your environment are available for selection. Prerequisites Run the IT Business Management installer and select the application server or Web server. Procedure 1 Update the values on the Server Parameters page. u Tomcat NOTE For Installation, upgrade and redeployment or when you select Upgrade as the installation type, only Server Instance is displayed on the Server Parameters page. Option Installation base directory Server Instance Action Click Select Folder to select the base directory where you want the embedded IT Business Management Tomcat server to be installed. Type a unique name for this instance of IT Business Management. 20 VMware, Inc.

21 Chapter 2 Install IT Business Management Suite Option Install HTTP Connector HTTP Listen Port Install HTTPS (SSL) Connector SSL Listen Port Shutdown Port Java Home Install as Windows Service Service name Install as Cluster Node Action Select this option to enable install IT Business Management over HTTP protocol. Type a valid port number. Select this option to install and authenticate IT Business Management by using Secure Socket Layer (SSL) protocol. Type the valid port number for secure requests Enter a port for IT Business Management to shut down, when it detects an activity on the port. The default port is Click Select Folder to browse to the Java Home directory. IT Business Management Installer installs Java 1.7.0_21, by default. Select this option to start Tomcat as a Windows Service when IT Business Management starts. Type a name for the service. If you do not specify a name, IT Business Management uses the server instance name. Select this option to install the server instance as a member of a cluster. NOTE If you are not using Tomcat, see the documentation for your application server external software, or hardware to determine the cluster type. Install as a Windows service Install as a cluster node Install a cluster load balancer The Tomcat cluster feature listens at ports and 4000 by default. For more information about installing IT Business Management in a cluster environment, see About Installing IT Business Management in a cluster environment, on page 14. u WebLogic NOTE For installation upgrade and redeployment, or when you select Upgrade as the installation type, only the Domain, Domain Administration User, and Domain Administration Password options are displayed on the Server Parameters page. Option Select appropriate version WebLogic Home Java Home Domain Location Domain Name System Listen Port Domain Administration User Domain Administration Password Confirm Password Install as Windows Service Action Select a WebLogic version from the drop-down menu. Click Select Folder to browse to the WebLogic Home directory for installation. Click Select Folder to browse to the Java Home directory. Click Select Folder to select a location for the WebLogic domain. Type a unique name for this instance of IT Business Management. Specify a port for the IT Business Management instance. The default port is Type the default administrator user name for the WebLogic domain. Type the password for the administrator user. Retype the password for security confirmation. Select this option to start WebLogic as a Windows Service when IT Business Management starts. If you are installing IT Business Management on Windows, IT Business Management is managed as a service. 2 Click Next. VMware, Inc. 21

22 IT Business Management Installation and Administration Guide If you have selected Tomcat, the HTTPS (SSL) parameters page opens. If you have selected WebLogic, the Database Parameters page opens. What to do next For Tomcat, specify SSL parameters and for WebLogic, specify database parameters. Specify HTTPS (SSL) Parameters For the Tomcat application server, you can provide key parameters by typing their values or selecting a file to copy the values. Prerequisites Run the IT Business Management installer and select the Tomcat with SSL. Procedure 1 Type a name for the server. 2 Type the company name. 3 Type an organization unit name. 4 Type the country code. 5 (Optional) Select the Use Existing key store option and click Select Folder to select the key store file to copy. What to do next Specify your database parameters. Configure Oracle Database Parameters IT Business Management uses Oracle as its database server. So, you must specify database parameters during IT Business Management installation. Prerequisites Install Oracle client and create an Oracle user. Also, you have installed Oracle client and created Oracle user. Procedure 1 On the Database Parameters page, provide credentials for accessing the Oracle database. 22 VMware, Inc.

23 Chapter 2 Install IT Business Management Suite 2 Define the Oracle instance by using Custom Oracle Connect Descriptor. Provide the host, port, and instance name. Option Oracle Host Oracle Port Oracle Database Instance Name (SID) Action The name of the system where Oracle is running. The Oracle port number, the port where an Oracle service is listening. By default, the value is set to The Oracle instance name provided when you installed Oracle. Use an Oracle connect descriptor. Option Use Custom Oracle Connect Descriptor Custom Oracle Connect Descriptor Action Select the check box. Enter the connect descriptor string. 3 Click Next. What to do next NOTE You must use the Custom Oracle Connect Descriptor option only when a complex connect descriptor is required. Define authentication types. Define a User Authentication Type During installation, you can define the authentication method by which users access IT Business Management. The method also determines where the user credentials are stored. Prerequisites Run the IT Business Management installer and specify database parameters. NOTE When you select the installation type as upgrade, custom, or database schema, the User Authentication page is not available or applicable. Procedure 1 Select the authentication type. RDBMS - The RDBMS authentication type uses IT Business Management database tables to verify and store user credentials. The administrator creates users in IT Business Management, which stores user credentials database tables. LDAP (including Active Directory) - The LDAP authentication type uses an LDAP repository to verify users. When users, whose credentials are stored in an LDAP repository, try to log in to IT Business Management Suite, the Suite sends a verification request to LDAP. If the users are confirmed and have valid credentials, IT Business Management approves the login request. Single Sign-On - The Single Sign-On (SSO) method does not provide authentication. SSO users log in to the IT Business Management Suite from a secure environment, for example, a company portal. VMware, Inc. 23

24 IT Business Management Installation and Administration Guide 2 To copy all existing and new users from the Lightweight Directory Access Protocol (LDAP) repository to IT Business Management, select Enable user synchronization. If you do not enable user synchronization, You must create LDAP users in the IT Business Management Suite with the same user name as in the LDAP repository. Use this option if you have a small number of LDAP users. You do not need to create the users in IT Business Management manually. Do not use this option if you do not want to grant permission for all of your LDAP users to access IT Business Management, or if you have a limited number of IT Business Management licenses. NOTE If you have selected RDBMS, this option is disabled for selection. 3 (Optional) If you are synchronizing your users, create local users outside the LDAP repository by selecting Enable local users. By default, when you use an LDAP repository, you cannot add local users to your IT Business Management system. This option can be useful to create a test user. 4 Click Next. If you have selected LDAP, provide the required information on the LDAP Connection page. If you have select SSO, provide additional SSO configuration details: a On the SSO Configuration page, select an SSO type. b c d e If you are using the HTTP header parameter method, type a user ID parameter name. In the Logout Redirect Page text box, type the URL where your IT Business Management installation directs users when they log out. Click Next. If you are using NTLM, provide the required information on the NTLM SSO Parameters page and click Next. What to do next Create or add users. Create an User for Logging in to IT Business Management You must create a user to log in to IT Business Management. The user created during the IT Business Management installation is given administrative privileges. Prerequisites Run the IT Business Management installer and the select the user authentication type. Procedure 1 On the Administrator User page, provide a user name for the IT Business Management administrator. 2 Type and confirm a password. The password must be of 6 to 32 characters with valid character set (a-z, A-Z,0-9, _, #, $). 3 Click Next. NOTE When you select the installation type as upgrade, custom, or database schema, the Administrator User page is not available or applicable. What to do next Provide application location to install. 24 VMware, Inc.

25 Chapter 2 Install IT Business Management Suite Select an Application File for IT Business Management installation You must provide the location of the application file (.war file) to install IT Business Management. Prerequisites Run the IT Business Management installer and create an IT Business Management administrator user. Procedure u On the Application Location page, select the location of the.war file and click Next. Option Default (File bundles with installer) Custom (File from disk) Description Select a location of the.war within the installer file. Select a file from different location on the system. What to do next Based on your selection (default or custom), select the content packages or browse to select the.war file. Content Packages in IT Business Management Content packages contain additional objects such as reports, adaptors, and role definitions, which are not included in IT Business Management, by default. Table 2 1. Available Content Packages Package Standard Roles Common Data Validation Reports Auditing Reports SLA Manager Portfolio IT Financial Manager Custom Package Additional SQL script Description Includes a predefined, standard set of roles and actions that eliminate the need to create roles in IT Business Management. You can view these roles in the Administration module. Contains basic objects that IT Business Management Suite requires, but do not specifically belong in other content packages. Includes a group of special adaptors and reports that display summaries and details of data validation problems. These objects are located in the IT Business Management Designer Workshop under the Data Validation folder. Provides a basic set of auditing reports and adaptors. These objects are located in the IT Business Management Designer Workshop under the Audit folder. Contains adaptors, flows, BRTs, and reports. It supplies the SLM menu in IT Business Management Suite with compliance, credit, and bonus reports by using tiered calculations by using DFL_BREACHES. These objects are located in the IT Business Management Designer Workshop under the SLM folder. Imports the initialization and population batch, which includes several procedures that create the package tables and populates them by extracting data from the audit tables. The batch is scheduled to run every 30 minutes. When this package is installed, all of the content reports are filled with data within 30 minutes. These objects are located in the IT Business Management Designer Workshop and Report Management under the Service Portfolio Management folder. Contains all of the content for the IT Financial Management application, including adaptors, flows, reports, and dashboards. These objects are located in the IT Business Management Designer Workshop under the ITFM Content folder. Includes a custom content package during IT Business Management installation. Runs additional SQL scripts. These scripts run at the end of the IT Business Management installation process. VMware, Inc. 25

26 IT Business Management Installation and Administration Guide Select Content Packages During installation, you can import the content packages that provide additional objects, such as reports, adaptors, and role definitions that are not included in the IT Business Management suite. Prerequisites Run the IT Business Management installer and select the application file location. Procedure 1 On the Context Packages page, select the content packages that you want to import. Several content packages are mandatory and are selected by default during the complete installation. 2 (Optional) Import a predefined or custom content package. a b c Select the Custom Package check box. Click Select File to browse to the file. In the Select File dialog box, navigate to the file and click Select File. 3 Click Next. Configure Advanced Settings You can customize your installation by defining several, more complex, advanced settings options. If you do not define these options during installation, you can define them later. Prerequisites Run the IT Business Management installer and select the content packages. Procedure 1 Select a SQL script file that runs after installation. a b Click Select File to browse to the file. In the Select File dialog box, navigate to the file and click Select File. After installation, you can run SQL scripts against database tables as required. You can use a file, for example, to correct inconsistent formatting in the database before using the data in IT Business Management 2 Select the Install as Frontend Instance check box to install IT Business Management as a frontend instance in a cluster environment. For security reasons, consider dedicating two severs. One server runs all of the backend processes, including the IT Business Management Suite engine, which collects data from adaptors. The other server, which points to the same database, works as the frontend server. No backend processes run on this server. Because this server references the same database, reports and other IT Business Management Suite objects are updated with the appropriate information. However, the processing and data collection occur on the backend instance server. NOTE This option is available only for cluster installation. A cluster configuration with frontend instances guarantees that only one server in the cluster handles the backend processes such as the mail distributor and data purging. To define a system as a frontend instance after installation, set the IS_SCHEDULER property in DFConfig/serviceflow.properties to VMware, Inc.

27 Chapter 2 Install IT Business Management Suite 3 To define an alternative URL for your IT Business ManagementSuite server, type the server URL in the Server URL text box. By default, the server URL uses localhost. You can type an IP address for the server URL. If you have a UNIX machine with multiple network cards, you must provide the IP address. 4 If your users access IT Business Management from an external proxy server, type the URL in the External Server URL text box for security purposes. NOTE After installation, you can assign a URL to the EXTERNAL_SERVER_URL property in DFConfig/serviceflow.properties as required. 5 In a cluster environment, secure your database coonnections. a b From the first system that was installed in the cluster, copy the key from the DF-Config/ITBM.key file. Paste the key in the Encryption Key for Data Sources text box. NOTE For systems that must share the encryption key, such as servers in a cluster installation, copy and paste the key in the text box while installing each instance. 6 Select an alternative location for the flat_file.properties file. a b Click Select File to browse to the file. In the Select File dialog box, navigate to the file and click Select File. By default, these locations are listed in the DF-Config/flat_file.properties file. NOTE For security purposes, the IT Business Management Suite allows access to only specific locations from which flat file adaptors can upload data. 7 Select an alternative location for the dos_command_whitelist.properties file. a b Click Select File to browse to the file. In the Select File dialog box, navigate to the file and click Select File. By default, these locations are listed in the DF-Config/dos_command_whitelist.properties file. NOTE For security purposes, the IT Business Management Suite allows access a specific list of commands that engine batches can run. What to do next Review your installation settings and complete the installation procedure. Complete the Installation Procedure You can review your IT Business Management installation settings and complete the installation. Prerequisites Run the IT Business Management installer and select the required configurations. Procedure 1 On the Start Server page, select whether you want the server to start after installation, and click Next. NOTE In certain cases, for example if you are installing IT Business Management as a Windows service, you might not want to automatically start the server. VMware, Inc. 27

28 IT Business Management Installation and Administration Guide 2 On the Installation Checks page, select whether you want to delete temporary files that the install process generates. If you want to keep the temporary files to review the installation log, you can delete these files manually after the installation finishes. 3 Click Next. The installer starts verifying all the configurations that you specified. The verification process might take several minutes. 4 Review the information in the Installation Summary page and click OK. 5 On the Installation Progress page, click Install to proceed with the IT Business Management installation. You can make changes by navigating back or see installation details. The output statements and errors appear in the appropriate tabs. 6 When the installation process is completed, click OK and click Exit. What to do next Log in to IT Business Management and perform the required tasks. IT Business Management Advanced or Enterprise with IT Business Management Standard Integration Activation Procedure The IT Business Management administrator can enable the integration between IT Business Management Advanced and Enterprise Edition and IT Business Management Standard edition. To install the IT Business Management certificate on the IT Business Management server machine Prerequisites You need to generate the token from IT Business Management Standard or download the certificate that you can import into IT Business Management Advanced and Enterprise Edition. For additional information on token, see IT Business Management Standard Edition Installation and Administration Guide. Procedure 1 Launch the Internet explorer. 2 Browse to the IT Business Management Standard host URL retrieved from the token generation dialog: Server>:443/ITBMS-external-api/. See IT Business Management Standard Edition Installation and Administration Guide to generate the token. 3 Click to view the untrusted certificate details and save it as a file. 4 Open the command line terminal and navigate to your IT Business Management server instance folder and run the following command: keytool -import -alias itbms -file <path to the certificate file saved from previous step> keystore <Your ITBM Server JRE>\lib\security\cacerts NOTE By default the IT Business Management server JRE is installed through the I IT Business Management installation and can be found at <Your ITBM Installation Path>\Tomcat \Java\jdk\jre. 5 When prompted for a password type the Java keystore password. By default it is changeit. 6 Restart the IT Business Management server. 28 VMware, Inc.

29 Chapter 2 Install IT Business Management Suite What to do next To update the IT Business Management Standrad URL connection, see Update IT Business Management Standard Connection Details in IT Business Management, on page 29. Update IT Business Management Standard Connection Details in IT Business Management To edit or update the IT Business Management Standard connection details in IT Business Management. Procedure 1 Browse to open the IT Business Management Designer. 2 Click Input > URL Connections. 3 Click Add. In the new URL connection window, add name, update url as Server>:443/ITBMSexternal-api/ as seen in token generation dialog. 4 Select the authentication method to ITBM Standard authentication and add the token field value from the token generation dialog and click Add. What to do next To upload the mapping files, see Upload Mapping Files to IT Business Management, on page 29. Upload Mapping Files to IT Business Management In order to co-relate between IT Business Management Standard Edition and IT Business Management Advanced and Enterprise Edition you need to provide several mapping files. Procedure 1 Click Costing > Upload Data Sources. 2 Mapping files required for IT Business Management Standard Edition integration, informational entries representing five adaptors that retrieve data from IT Business Management Standard Edition (using URL connection) or adaptors used in alternative work flow when there is no IT Business Management Standard integration. Mapping files required for IT Business Management Standard Edition integration VMware ITBM Standard Consumer Mapping VMware ITBM Standard Project Mapping VMware ITBM Standard Public Cloud Account Mapping VMware ITBM Standard Public Cloud Offering Mapping Informational entries representing five adaptors that retrieve data from IT Business Management Standard Edition (using URL connection) VMware ITBM Standard VMs VMware ITBM Standard Servers VMware ITBM Standard Storage VMware ITBM Standard Clusters VMware ITBM Standard Public Cloud Adaptors used in alternative work flow when there is no IT Business Management Standard integration Private Cloud Public Cloud 3 Upload public cloud dimension structure data through the cost model which populates a new dimension called public cloud and which has two levels vendor and offering. VMware, Inc. 29

30 IT Business Management Installation and Administration Guide Modify the Out-of-the-Box Cost Model If you do not have IT Business Management Standard edition and is interested in using the same flow, to upload the data you can use the Out-of-the-Box (OOTB) cost model. The primary cost model has a few changes to adapt for the IT Business Management Standard edition integration. The virtual servers cost object is replaced with the private cloud cost group and its child cost objects (RAM, CPU and storage) representing the components of the private cloud infrastructure. Allocation rules to private cloud are such that any cost coming into the group is split between CPU and RAM unless the cost originates from the storage or backup cost group which is routed to the storage cost object under private cloud. A new cost group called public cloud that is based on a dimension of the same name. The dimension has two hierarchy levels representing a public cloud vendor and the services or offerings acquired from the vendor and a new expense object is dedicated to public cloud expenses. 30 VMware, Inc.

31 Upgrading and Custom Installations 3 You can upgrade IT Business Management Suite using the installer. You can either upgrade an installation or can perform select installation procedures by using custom installations. NOTE To upgrade from a version earlier than ServiceFlow to the current version of IT Business Management Suite, upgrade your system to ServiceFlow and then run the installer for IT Business Management Suite. This chapter includes the following topics: Upgrade IT Business Management Application and Database, on page 31 Upgrade the IT Business Management Application, on page 33 Upgrade the Database, on page 34 Custom Installation, on page 35 Upgrade IT Business Management Application and Database You upgrade the application and database only when a new.war file is deployed into the system. The wizard recognizes that an installation already exists and prompts you for only the necessary information to upgrade the system. Prerequisites Remove any trailing backslash characters when setting the Server Instance. This is known to create installation difficulties during upgrades. From version 7.5 or later versions, shared dashboards are no longer supported. Any dashboards that exist in the My Reports hierarchy under the incoming shared reports folder will be deleted. To preserve shared dashboards, you must move them into the My Reports hierarchy by using either the Move menu option or the Save As menu option. Before the upgrade, check whether this feature is used, and if yes, verify with the users whether they want to preserve any shared dashboards or not. From Version 7.5 onwards, Out-of-the-Box roles are overwritten during an upgrade. If changes are made to any of these roles, the administrator must update these roles manually after the upgrade. In general, if many changes are required to the Out-of-the-Box roles, create a copy of each role and maintain all modifications in the copied roles instead of the Out-of-the-Box roles. VMware, Inc. 31

32 IT Business Management Installation and Administration Guide Procedure 1 Run the IT Business Management installer. System Windows Non-Windows Description Navigate to the IT Business Management Suite installation files and double-click the ITBM-Installer_<BuildNumber>.jar file. Run the <JAVA_HOME>\bin\java -jar ITBM- Installer_<BuildNumber>.jar command. The IT Business Management installation wizard opens. 2 Click Next to start the installation procedure. 3 Select an installation mode and click Next. Evaluation Mode: This is the default mode. Licensed Mode: If you have the IT Business Management license, select the option and enter the license key in the text box. 4 Select Upgrade as the installation type. 5 Click Next. 6 On the Database Schema page, create a new schema or upgrade an existing one. Option Upgrade Database Schema Create New Database Schema Description The installer uses upgrade scripts that are available with the installation files to upgrade the existing schema. a b Click Next. In the Database Schema Content Source window, select Default scripts that is included in the Installation environment. The installer uses scripts to create a new schema for upgrading the content of an external database. a b c d Click Next. In the Database Schema Content Source window, select Custom in the Installation environment. Click Next. In the Custom Dump File window, click Select File to select the custom dump file. 7 Click Next to start the installation procedure. 8 Select an installation mode and click Next. Evaluation Mode: This is the default mode. Licensed Mode: If you have the IT Business Management license, select the option and enter the license key in the text box. 9 Select Upgrade as the installation type. 10 Click Next. 32 VMware, Inc.