dctrack Quick Setup Guide Preparing to Install dctrack Description VMWare Datastore (GB) RAM (GB) # of CPUs CPU (GHz) # of cabinets

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1 dctrack Quick Setup Guide The dctrack Quick Setup Guide walks you through installing dctrack for the first time. In other words, this is a clean install and you are not currently using another version of dctrack that need to upgrade, and you are not integrating dctrack and Power IQ. See the Implementation and Integration Guide for the steps to perform implementation and integration of dctrack and Power IQ. See the dctrack Device Quick Setup Guide for information on installing a dctrack appliance. For additional information on any aspect of dctrack, see the accompanying dctrack Help. To ensure you have the most current documentation for dctrack, Raritan recommends using online help or the PDF versions of the guides that are available on our website as your primary resources. Preparing to Install dctrack Before you begin an installation: Review the Virtual Machine Recommendations (on page 1), and Client Requirements and Supported Software (on page 2) Verify you have the dctrack DVD containing the dctrack ISO file or download the ISO file from the Raritan website Contact Raritan Customer Support for a license file if you have not already done so, and save the license file locally so you can retrieve when you add the license Verify the datastore has 160GB free for a new virtual machine and 3GB free for the installation ISO file. Upload the ISO file to the datastore Note: The instructions in this guide refer to the vsphere client, which is compatible with ESX/ESXi 4.0 and higher. Installation Process High-Level Overview Step Download the dctrack application Setup the dctrack virtual machine Configure the dctrack server Log in for the first time, install dctrack licenses and change the Administrator password Description dctrack is downloaded from the Raritan website. Note that you must have a login username and password to access the dctrack page on the website. Contact Raritan Customer Support if you do not have access to the dctrack page. Create a vsphere ESX\ESXi 4.x virtual machine. Setup network access to the dctrack server using the vsphere client s virtual machine console Log in to dctrack for the first time, install the license file in the network installation folder, then change the Administrator password to ensure security Step Configure dctrack user workstations Description Install and setup the client workstation via web a browser Virtual Machine Recommendations Important: Your dctrack virtual machine must be given priority Configure ESXi so that all required resources are available on the dctrack virtual machine at all times. Manipulating ESXi settings or changing the priority of other virtual machines running on the same ESXi host may impact the ESXi scheduling policy. If this happens, resources may be diverted from the dctrack virtual machine resulting in poor performance or dctrack malfunctioning. Raritan's minimum recommendations for the dctrack VMware host configuration: # of cabinets # of CPUs RAM (GB) Datastore (GB) CPU (GHz) VMWare * 2.8 ESX/ESXi 4.0, 4.1 or or more * 2.8 ESX/ESXi 4.0, 4.1 or 5.0 *Note: An additional 3GB of space may be needed to upload the ISO so it can be installed. Alternatively, the ISO can be installed directly from the DVD. The following TCP ports must be open when building your virtual machine: 22 - SSH 80 - HTTP dctrack Quick Setup Guide 1

2 443 - HTTPS Postgres DB Client Requirements and Supported Software Item Workstation Description Dual core processor with 2 GHz, 2GB of RAM and 2GB of free disk space Add-ons and database drivers Microsoft Access 2003 Runtime Microsoft Access 2003 Runtime is installed when dctrack is installed. Microsoft Access Macro Security is set to Low during the installation process. See your Microsoft Access documentation on how to set Macro Security if you wish to change the setting from Low to another level. Supported operating systems Supported browsers Windows 7 operating system or Windows XP operating system Internet Explorer 7, 8 or 9 Firefox 16.x (and later) and Firefox All versions of these browsers support the Web Client PostgreSQL ODBC drivers and PostgreSQL ADO drivers Note: Microsoft Access 2007 is not supported. PostgreSQL ODBC drivers and PostgreSQL ADO drivers are required to run dctrack. If these drivers are not already installed on your machine, they are installed automatically when you launch dctrack. Classic View can only be launched from Internet Explorer 8 & 9, and Firefox 3.6 Note: To use Firefox or later with dctrack, Microsoft.NET Framework Assistant must be installed. The dctrack prerequisites installer can deploy the add-on as well. Note: If you are using Firefox running on a Windows 7 operating system, the Windows 7 User Account Control must be set to Never Notify during the installation and can then be set back. Microsoft Office file converter pack If this is not already installed on your machine, it is installed automatically when you launch dctrack. dctrack Classic View supports the following software but are not required in order to use dctrack. Supported software AutoCAD 2009 and 2012 AutoCAD.dwg files, which can be linked to an existing drawing of a data center floor plan (top view), are supported. Adobe Flash Player Note: If you are using Firefox and find that there is an extreme mouse lag when switching between tabs in dctrack, upgrade to Firefox to 17.0 and Flash Player 11.5.xxx.xxx to resolve the issue. Version and later Microsoft Visio Note: AutoCAD 2010 and 2011 are not supported by dctrack. Microsoft Visio is also supported. Visio drawings must be saved in AutoCAD.dwg file format in order to import them into dctrack. Microsoft.NET Framework Version 3.5 Note:.NET versions are not inclusive of past.net versions. So, for example, if you are installing.net 4.0 you must install.net 3.5 SP1. Installing dctrack Create the dctrack Virtual Machine Microsoft Paint In order to view model images correctly in Classic View, Microsoft Paint must be set as your default image viewer. When you launch dctrack from the dctrack Web Client, the following software is installed automatically if it does not already exist on your machine. This software can also be re-installed, for example in order to repair issues, by clicking the Prerequisites button in the dctrack Web Client start page. Note: The following virtual machine installation steps are an example of a virtual machine installation. Follow your installation preferences if they differ from these. Refer to Virtual Machine Recommendations (on page 1) as needed for information on the number of virtual processors, and the amount of memory allocated for the virtual machine. dctrack Quick Setup Guide 2

3 To create the virtual machine: 1. Connect to the VMware server using vsphere client. Log in as a user that has permission to create, start, and stop virtual machines. 2. In the Summary tab, click New Virtual Machine in the Command box. 3. Choose Custom. Click Next. 4. Enter a name for the virtual machine. Click Next. 5. Choose a datastore with at least 160GB of free space available for the VM. Click Next. 6. You may need to select the Virtual Machine Version, depending on your host. Select the version. Click Next. 7. Select Linux for the Guest Operating System, then select CentOS 32-bit, if available, from the Version drop-down. If CentOS 32-bit is not available, select Other Linux (32-bit). Click Next. 8. Set the number of virtual processors based on the size of your configuration. Click Next. 9. Adjust the amount of memory allocated for the virtual machine to at least the minimum required. Click Next. 10. Select LSI Logic Parallel for the SCSI Controller. Click Next. 11. Select "Create a new virtual disk." Click Next. 12. Set the Disk Capacity 160GB (based on your datastore selection early) and select "Store with the virtual machine". Click Next. 13. Leave all advanced options at default. Click Next. 14. Select the "Edit virtual machine settings before completion" checkbox, then click Continue. The New Virtual Machine - Virtual Machine Properties dialog appears. Select New CD/DVD in the Hardware/Summary panel. 15. In the Device Type section, select the Data Store ISO radio button, then browse and select the datastore containing the ISO file. Click Finish to save drive and return to the main dialog. 16. Click Finish to create the virtual machine. Load dctrack onto the Virtual Machine To load dctrack onto the virtual machine: 1. Select VM and right click Edit Settings. 2. Select Options > Advanced > Boot Options and select Force BIOS Setup. 3. Click "Power on" to power up the virtual machine. 4. Click on "disk" at the top of the console window and select "Connect to ISO image on datastore". 5. Select the datastore 6. Select the dctrack ISO. 7. Click on the Console tab. 8. Click inside console window, 9. Use the Esc key to get to main BIOS page. 10. Exit the BIOS by selecting Exit Discarding Changes and using the Enter key. The dctrack Kickstart page opens. 11. Type 2 for a VMware installation and press Enter to begin installation. 12. When the installation completes, disconnect the ISO disk and press Enter to reboot the dctrack virtual machine. The virtual machine reboots and displays a console prompt. Initial Configuration of dctrack After installing dctrack, you must configure the system for access over the network. To configure the system for access over the network: 1. Access the local port from the Console tab of the VMware Infrastructure Client. 2. When prompted to log in, use the username config and the password raritan. The dctrack configuration page opens. 3. Select Networking Setup, then select Setup LAN 1 to configure the primary Ethernet port. 4. Press the Space bar to select Enable this LAN Port. 5. To manually assign the network settings to dctrack, deselect Use DHCP. Type the IP address, network masks, and gateway into the appropriate fields. If using DHCP, note the address. There must be a DHCP server available on the LAN. 6. Select Accept to reset the network interface with the new values. 7. If you are using a second network interface, select Setup LAN 2 from the Network Configuration menu and configure the secondary Ethernet port in the same manner as the first. Optional 8. Select Ping Network Test to ensure that dctrack can communicate over the network. Optional 9. Setup the Name Servers under Network Configuration. If you do not setup the Name Server, DNS names cannot be resolved. Optional 10. In order to increase the secure access to dctrack, it is advisable to disable SSH remote access to dctrack. To disable SSH remote access to dctrack, select System Services. Deselect Enable SSH. By default, the config account has access to dctrack. SSH is re-enabled if a support connection is created. Optional 11. Select Exit from the main menu. You can now access dctrack from any client on the network. Log In to dctrack for the First Time dctrack supports the Windows 7 and Windows XP operating systems, as well as the Internet Explorer and Firefox browsers. If you are using Firefox running on the Windows 7 operating system, additional steps must be taken the first time you log in. dctrack Quick Setup Guide 3

4 The first time you log in to dctrack, you download dctrack licenses. The steps outlined in this section walk you through the license installation. If you do not have a license, go to You need a username and password to access the Software License Key Management page. Contact Raritan Customer support if you do not have this information. This information covers logging in to dctrack for the first time. Once all licenses and necessary add-ons are installed, the majority of steps do not need to be repeated. Default Login Information Use the following default login information the first time you login to dctrack. Login information Username Password IP address Internet Explorer Users Default admin raritan As defined by you To log in using Internet Explorer: 1. In the browser's address bar, enter the IP address or name assigned to dctrack. 2. Answer yes to any security alerts and accept all certificates. 3. The first time you access dctrack, the Licensing page opens. Log in to the page. a. Click Add, then select your dctrack license file. Licenses are.lic files. Repeat this step to add incremental licenses if needed. Note: Your license file can be retrieved from the Raritan website after you have activated your registration. To activate your registration, click the link in the "Thank you for registering" from Raritan and create your user account. Once you create your account, look for a "Your Raritan software license key is available" containing a link to your license file download page. b. Click Continue. If you see error messages and the Continue button is disabled, contact Raritan Technical Support. There may be a problem with your license file. c. Select 'I agree' for the End User License Agreement and click Submit. 4. Log in to dctrack with the default username admin and password raritan. The dctrack Web Client Dashboard opens. Note: For security reasons, be sure to change the admin password. See Change the Administrator Password (on page 5). 5. Click the Classic View link in the dctrack Web Client to open Classic View. You must have local administrator rights on the client machine in order to run and properly install the Classic View prerequisites. 6. To install prerequisites, do one of the following: If you have.net 3.5 components installed, clicking the Classic View link launches dctrack Classic View and no other steps are needed. Begin using the application. If the components are not found, dctrack walks you through the install (see steps below). Note: The.NET 3.5 component is built into the Windows 7 operating system, so dctrack launches without needing to install any components. If.NET 3.5 components are not installed, a message letting you know once you click the Classic View link. Install the.net components by following the wizard that is launched when you click Classic View or by clicking Administration > Install Classic View Prerequisites. a. Click Install on the first dialog of the install wizard. b. Optionally, select the "Set MS Access security mode to low" on the "Setting MS Access 2003 security mode" dialog. Click Next. Note: If you do not set the Microsoft Access security mode to low, dctrack still works but you see security warnings each time you launch dctrack. You must then answer 'No' to all questions about blocking unsafe expressions. If you set the security mode to low but want to change to a higher level later, see your Microsoft Access documentation on how to set Macro Security. c. Click Finish. All components required to run dctrack are installed. Firefox Users To log in using Firefox as your browser: 1. If you are using Firefox and the Windows 7 operating system, if Firefox.NET Assistant has not already been installed, set the Windows 7 User Account Control to Never Notify and restart Windows 7. See your Windows Help for information on changing this setting. 2. In the browser's address bar, enter the IP address or name assigned to dctrack. 3. Answer yes to any security alerts and accept all certificates. 4. The first time you access dctrack, the Licensing page opens. Log in to the page. a. Click Add, then select your dctrack license file. Licenses are.lic files. Repeat this step to add incremental licenses if needed. dctrack Quick Setup Guide 4

5 Note: Your license file can be retrieved from the Raritan website after you have activated your registration. To activate your registration, click the link in the "Thank you for registering" from Raritan and create your user account. Once you create your account, look for a "Your Raritan software license key is available" containing a link to your license file download page. b. Click Continue. If you see error messages and the Continue button is disabled, contact Raritan Technical Support. There may be a problem with your license file. c. Select 'I agree' for the End User License Agreement and click Submit. 5. Firefox users running the Windows 7 operating system - restart Firefox, then reconnect to dctrack via its IP address. 6. Log in to dctrack with the default username admin and password raritan. The dctrack Web Client Dashboard opens. Note: For security reasons, be sure to change the admin password. See Change the Administrator Password (on page 5). 7. Click the Classic View link in the dctrack Web Client to open Classic View. You must have local administrator rights on the client machine in order to run and properly install the Classic View prerequisites. 8. To install prerequisites, do one of the following: If you have.net 3.5 components installed, clicking the Classic View link launches dctrack Classic View and no other steps are needed. Begin using the application. If the components are not found, dctrack walks you through the install (see steps below). Note: The.NET 3.5 component is built into the Windows 7 operating system, so dctrack launches without needing to install any components. If.NET 3.5 components are not installed, a message letting you know once you click the Classic View link. Install the.net components by following the wizard that is launched when you click Classic View or by clicking Administration > Install Classic View Prerequisites. a. Click Install on the first dialog of the install wizard. b. Optionally, select the "Set MS Access security mode to low" on the "Setting MS Access 2003 security mode" dialog. Click Next. Note: If you do not set the Microsoft Access security mode to low, dctrack still works but you see security warnings each time you launch dctrack. You must then answer 'No' to all questions about blocking unsafe expressions. If you set the security mode to low but want to change to a higher level later, see your Microsoft Access documentation on how to set Macro Security. c. Click Finish. All components required to run dctrack are installed. 9. To complete the installation, do one of the following: Firefox on a Windows XP client - close and then reopen the browser to complete the installation. Log back in and launch dctrack. Firefox running on Windows client - reset the User Account Control to its previous setting and reboot. Log back in and launch dctrack. Change the Administrator Password The administrator password can only be changed by the administrator. Change the default administrator password as soon as possible to prevent unauthorized administrator-level access to dctrack. To change the administrator password: 1. In the Web Client, select Administration > Settings. The Settings window opens in a secondary browser. 2. Click User Accounts in the Authorization and Authentication section. The Users page opens. 3. Click on the admin user. 4. Click Change Password in the "User Information for ADMIN" section. 5. Type a new password for the admin account in the Password field, then type it again in the Confirm Password field. The password must be at least 8 characters, including one numerical character, one uppercase character, one lowercase character, and one of the following special characters: ~!@#$%^&*()_+{} :"<>?/.,';][=-`"). 6. Click Save. Configure the System Clock dctrack uses the system clock to time-stamp events. Set the system clock as soon as possible to keep an accurate record of events. Using an NTP server is recommended to keep the system clock synchronized. To configure the system clock manually: 1. In the Web Client, click Administration > Settings. The Settings page opens in a secondary browser window. 2. Click Application Settings in the Application Administration section. 3. In the Time Settings box, select the Time Zone dctrack resides in from the Time Zone drop-down list. 4. Select the date and time using the tools in the "Set time manually" fields. Select the date from the pop-up calendar. Select the 24-hour time from the drop-down list. 5. Click Save. See Configure NTP Server Settings (on page 6) for additional time setting information. dctrack Quick Setup Guide 5

6 Configure NTP Server Settings The NTP server settings are configured in the Management Client. The Configure Time Servers table lists the NTP servers dctrack contacts to get date and time information. NTP must be enabled first. dctrack attempts to retrieve the date and time from the first server on the list. If this attempt fails, it proceeds down the list and attempts to contact the second server, then the third, and so on. Note: The dctrack Web Client and not the dctrack Classic View uses NTP. To enable NTP and configure NTP servers: 1. In the Web Client, click Administration > Settings. The Settings page opens in a secondary browser window. 2. Click Application Settings in the Application Administration section. 3. In the Time Settings box, check the NTP Settings checkbox to enable it. 4. Click Add. 5. Type the time server's IP address or DNS name in the Time Server field. If you are using the DNS name, it must be configured via the console. 6. Click Save Time Settings. What to Do Next After installing dctrack, administrators will need to: Configure security settings such as web user session timeouts and IP-based access control. Build the data center in dctrack Add users For information on building the data center in dctrack, see the Implementation and Installation Guide. See the dctrack Help for information on using dctrack. Additional Information For more information about the dctrack and the entire Raritan product line, see Raritan's website ( For technical issues, contact Raritan Technical Support. See the Contact Support page in the Support section on Raritan's website for technical support contact information worldwide. Raritan's products use code licensed under the GPL and LGPL. You can request a copy of the open source code. For details, see the Open Source Software Statement at ( on Raritan's website. dctrack Quick Setup Guide 6