Installation and Configuration Guide

Transcription

1 DINSEDP131211EN Installation and Configuration Guide Product Snow Inventory External Data Provider Version 4.1 Date Content Installation Configuration Copyright Snow Software AB. All rights reserved. This document is protected by copyright law and international treaties. Unauthorized reproduction or distribution of this document, or any portions of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Snow Software Sweden Norway Denmark Great Britain Germany Netherlands USA China Brazil

2 About this document This document describes how to install and configure Snow Inventory External Data Provider. VERY IMPORTANT! Before beginning the installation: 1. Verify that your server meets the system requirements for this product. The system requirements for all Snow products can be found on 2. Have the database read only account available for your target Microsoft SCCM / Symantec Altiris / Frontrange Discovery / LanDesk database. 3. Download the latest version of Snow Inventory External Data Provider from ftp.snowsoftware.com Copyright 2013 Snow Software AB Page 2 of 27 Snow Inventory External Data Provider 4.1

3 Installation Please make sure that the pre-requirements listed in "System Requirements for all Snow products" are fulfilled before continuing with the installation. Uninstall any previous versions of the Snow Inventory External Data Provider from the Add/remove programs list prior to the new installation of version 4.1. Double click on the file SnowSoftware.ExternalDataProvider.Setup.msi to begin the installation. Read the text and click Next to continue. Copyright 2013 Snow Software AB Page 3 of 27 Snow Inventory External Data Provider 4.1

4 Read the end user license agreement and accept the agreement before clicking Next. Choose destination folder and which plug-ins to install, and then click Next. Copyright 2013 Snow Software AB Page 4 of 27 Snow Inventory External Data Provider 4.1

5 Click Install to start the installation process. The External Data Provider is being installed. Copyright 2013 Snow Software AB Page 5 of 27 Snow Inventory External Data Provider 4.1

6 Click Finish to end the installation. Copyright 2013 Snow Software AB Page 6 of 27 Snow Inventory External Data Provider 4.1

7 Configuration In order to configure External Data Provider, you must first start Snow Inventory External Data Provider Properties, which is located in your start menu under Snow Software/ External Data Provider. General 1. Enter the name provided by your Service Provider (SPE platforms only) or the default site name used in your Snow Inventory installation (Enterprise). 2. Choose your preferred aggregation interval (or disable it). Copyright 2013 Snow Software AB Page 7 of 27 Snow Inventory External Data Provider 4.1

8 Inventory file handling 1. Choose method of Inventory data management. a. If you choose to save inventory data to a local Inventory server, select the incoming folder for example C:\Program Files\Snow Software\Snow Inventory\data\incoming b. If you choose to send inventory data to a remote Inventory server, i.e. Snow Inventory Data Receiver, enter the complete URL, for example a. Click Proxy to enter Proxy settings. Copyright 2013 Snow Software AB Page 8 of 27 Snow Inventory External Data Provider 4.1

9 b. Check Use proxy in order to activate the proxy functionality. If you want to use the default proxy configured in Internet Explorer, check the Use default proxy checkbox. Otherwise, configure manual proxy settings in the boxes below. 2. If there is a need to filter out software, click the Add-button and configure your software filters. They can be either including or excluding. Provider options 1. Add any number of Providers by selecting a provider and click Add. 2. Remove Active providers by highlighting a provider and click Remove. 3. See Provider specific options below for Settings. 4. Rename Active Providers by clicking Rename. 5. Specify what kind of reporting is desired for missing metadata. 6. Check the Include software with missing metadata if you want to include software that lacks description. Filename will be used as a placeholder for description. Copyright 2013 Snow Software AB Page 9 of 27 Snow Inventory External Data Provider 4.1

10 Provider specific options Microsoft SCCM 2007/2012 Specify data source credentials. 1. Enter SQL server name. 2. Only enter user credentials for the SCCM database if you opt to not use the integrated security option. 3. Select database. 4. Enter number of months for initial aggregation of inventory data. 5. Click Clear Last Aggregation Date if you want to reset an ongoing incremental aggregation. 6. Choose Identifier Copyright 2013 Snow Software AB Page 10 of 27 Snow Inventory External Data Provider 4.1

11 Microsoft SCCM 2007/2012 Data source options The SCCM data source options gives you a better overview of your SCCM setup and what views and fields External Data Provider is able to aggregate from. It is also possible to apply filters to collections and clients. 1. If you want a Collection Filter (Site ID), enter the Site ID s you want to aggregate clients from in the Collection Filter box. Separate the Site ID s with a semi colon. 2. If you want a client filter, enter the names of the clients you want to aggregate in the Client filter box. Separate the client names with a semi colon. You can also specify a wildcard (* or %) to match several clients. Ex STO-* for all clients with a name beginning with STO-. 3. If you want to apply software exclusion filters to metering data, check this box. 4. Press the preview button in order to test your filters. a. Check the Use config value box to use the last aggregation date. N.B. this will either be the last aggregation date if such a value exists otherwise it will use todays date subtracted with the number of months specified for initial aggregation. b. Uncheck the Use config value box to enter a manual date. Copyright 2013 Snow Software AB Page 11 of 27 Snow Inventory External Data Provider 4.1

12 Provider specific options Symantec Altiris 6/7 Specify data source credentials. 1. Enter SQL server name. 2. Only enter user credentials for the Symantec Altiris database if you opt to not use the integrated security option. 3. Select database. 4. Enter number of months for initial aggregation of inventory data. 5. Click Clear Last Aggregation Date if you want to reset an ongoing incremental aggregation. Copyright 2013 Snow Software AB Page 12 of 27 Snow Inventory External Data Provider 4.1

13 Provider specific options FrontRange Discovery 7 Specify data source credentials. 1. Enter SQL server name. 2. Only enter user credentials for the FrontRange Discovery database if you opt to not use the integrated security option. 3. Select database. 4. Specify an organization filter which will be used to select computers that are connected to those organizations. Use % as a wildcard. 5. Enter number of months for initial aggregation of inventory data. 6. Click Clear Last Aggregation Date if you want to reset an ongoing incremental aggregation. Copyright 2013 Snow Software AB Page 13 of 27 Snow Inventory External Data Provider 4.1

14 Provider specific options LANDesk 9 Specify data source credentials. 1. Enter SQL server name. 2. Only enter user credentials for the LANDesk database if you opt to not use the integrated security option. 3. Select database. 4. Enter number of months for initial aggregation of inventory data. 5. Click Clear Last Aggregation Date if you want to reset an ongoing incremental aggregation. Copyright 2013 Snow Software AB Page 14 of 27 Snow Inventory External Data Provider 4.1

15 Provider specific options Oracle Server Licensing Add one or more folders where Oracle Server Licensing will look for xml files. This plugin is used for importing xml files from Oracle Scanner v.1.9 or earlier. For processing of Snow Inventory Oracle Scanner 2.x output xml files, please use the Snow Inventory Oracle Scanner plugin. Copyright 2013 Snow Software AB Page 15 of 27 Snow Inventory External Data Provider 4.1

16 Provider specific options Snow Xml Add one or more folders where Snow Xml will look for xml files. Copyright 2013 Snow Software AB Page 16 of 27 Snow Inventory External Data Provider 4.1

17 Provider specific options Snow Inventory Oracle Scanner Add one or more folders where Snow Inventory Oracle Scanner will look for xml files. Copyright 2013 Snow Software AB Page 17 of 27 Snow Inventory External Data Provider 4.1

18 Provider specific options VMware vsphere 1. Set a site name for this collection of vsphere servers. 2. Click Add to add one or more vsphere servers to scan for virtual machines. 3. Enter a name for the server (and click Use this name as default if you would like to use this name instead of vsphere s default ha-datacenter name). 4. Enter the url and user credentials to access the server s VMware vsphere Web Services SDK. Copyright 2013 Snow Software AB Page 18 of 27 Snow Inventory External Data Provider 4.1

19 Provider specific options Microsoft Hyper-V System requirements: When running EDP from Windows 7 or Windows Server 2008, Windows Management Framework 3.0 must be installed. Logon credentials (see next page): o Standalone Hyper-V servers: The credentials must have access to the server s WMI interface. o VMM servers: The user must be an Administrator on the VMM server. The user must also be added to a role with read rights in Virtual Machine Manager Console on the VMM server (in the console, go to Settings and then User roles ). VMM servers: Make sure PowerShell Remoting is enabled on the server. Example PowerShell script: o Enable-PSRemoting -Force Troubleshooting: If you fail to connect to a server which is not a member of your domain, or you connect by IP address, you may need to add the server s IP (or name) to TrustedHosts on the local computer. Example PowerShell script: o Set-Item wsman:\localhost\client\trustedhosts -Value xxx.xxx.xxx.xxx, xxx.xxx.xxx.xxx, (Configuration next page) Copyright 2013 Snow Software AB Page 19 of 27 Snow Inventory External Data Provider 4.1

20 Provider specific options Microsoft Hyper-V (continued) Configuration: 1. Set a site name for this collection of Hyper-V servers. 2. Click Add to add one or more Hyper-V servers to scan for virtual machines. 3. Enter the server s hostname or IP address (. for localhost). 4. Set whether this is a single Hyper-V server or a VMM server controlling one or more Hyper-V hosts. o For a VMM server, select whether HyperThreading is enabled on the hosts to ensure that the correct processor core count is reported to Snow License Manager. 5. Enter logon credentials (plain username or DOMAIN\username ). By default, each virtual machine s name is the fully qualified domain name (computer name + domain; MYCOMPUTER.mydomain.local ). If you only need the computer name, check Remove domain suffix. Note: The recommendation is to either install the Snow Inventory Client for Windows on the virtual machines or gather inventory data from the virtual machines using another EDP plugin. The Hyper-V plugin does not perform a software scan on the virtual machines. Copyright 2013 Snow Software AB Page 20 of 27 Snow Inventory External Data Provider 4.1

21 Provider specific options Citrix XenServer 1. Set a site name for this collection of XenServer servers. 2. Click Add to add one or more XenServer servers to scan for virtual machines. 3. Enter a name for the server (and click Use this name as datacenter name if you would like to use this name for the datacenter in Snow License Manager). 4. Select whether HyperThreading is enabled on the hosts to ensure that the correct processor core count is reported to Snow License Manager. 5. Enter the IP address, port, and user credentials with access to the Citrix XenServer Management API. XenServer uses port 80 by default, so on a default installation, use port Click Test to verify the connection. 7. Click OK and then OK to save your settings. Copyright 2013 Snow Software AB Page 21 of 27 Snow Inventory External Data Provider 4.1

22 Provider specific options Citrix XenServer (continued) XenServer Client Tools The plugin will be able to extract more information from virtual machines with Client Tools installed. Please install Client Tools on all VMs in order to retrieve the maximum amount of information. Hosts and Virtual Machines If a VM is not running, it is not necessarily associated with any host. It is only when a VM is running that a host computer is defined. This means that a VM that is not running may in fact be associated with *no* host. When the plugin is trying to figure out which host a VM is associated with, the following logic is used: 1. If the VM is running, the host is known and we use that. 2. If the VM is not running, the host is inferred by the VM's affinity field (the preferred starting host). 3. If the host could not be inferred, the VM is ignored. XenServer plugin and SSL You configure the plugin to communicate over HTTPS by specifying port 443 in the server settings. A default XenServer installation uses a self-signed certificate for TLS/SSL. To make the plugin work over HTTPS you either have to replace the default certificate with one from a trusted certificate authority, or you have to add XenServer s selfsigned certificate to the client machine s trusted certificate store. To replace XenServer s default certificate, please refer to the XenServer documentation. To trust the self-signed certificate, do the following on the machine that the plugin is running on. o Start Internet Explorer and make sure you re running as administrator. Copyright 2013 Snow Software AB Page 22 of 27 Snow Inventory External Data Provider 4.1

23 o Navigate to your XenServer over HTTPS. If you get the following warning, XenServer is not using a trusted certificate. Click Continue to this website. Click the security report icon in the URL and click View certificates. Copyright 2013 Snow Software AB Page 23 of 27 Snow Inventory External Data Provider 4.1

24 In the certificate dialog, click Install Certificate. Select Local Machine, then click Next. Copyright 2013 Snow Software AB Page 24 of 27 Snow Inventory External Data Provider 4.1

25 Select Place all certificates in the following store, click Browse and select Trusted Root Certification Authorities, click OK and Next. Click Finish. You should get a message box telling you that the import was successful. Restart Internet Explorer and verify that you can navigate to your XenServer over HTTPS without getting a certificate warning. Copyright 2013 Snow Software AB Page 25 of 27 Snow Inventory External Data Provider 4.1

26 Provider specific options Inventory File Forwarder 1. Select the folder where the provider should look for inventory files. 2. Enter the complete URL to the Inventory Data Receiver. 3. Test to verify the connection before clicking OK. Logging Under the logging tab you can specify what information is appended to the log files, how they are formatted, where they are located and how many and how big files are allowed. (The default settings are recommended). Copyright 2013 Snow Software AB Page 26 of 27 Snow Inventory External Data Provider 4.1

27 Completing the installation When the software has been successfully installed and configured, you need to restart the windows service. Open the service list on the server and find the service Snow Inventory External Data Provider. Click Start to start the service if it is currently not running, or click Restart if the service is already started. Importing provider settings from a previous EDP 3.x installation Your existing settings under the General tab (company name, site name, schedules) for your External Data Provider will remain the same as in your earlier installation of External Data Provider 3.x. EDP 4.1 can import the active provider settings from an older EDP installation, if installed on the same computer. The EDP Properties application presents the user with an option to import the settings the first time it starts. Note that you will only be asked this once regardless of answering yes or no. Copyright 2013 Snow Software AB Page 27 of 27 Snow Inventory External Data Provider 4.1