EMC HomeBase. Enhanced Server Provisioning Product Guide. Version 6.6 P/N REV A01

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1 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide P/N REV A01

2 Copyright EMC Corporation. All rights reserved. Published in the USA. Published November, 2011 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. The information in this publication is provided as is. EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. EMC 2, EMC, EMC Centera, EMC ControlCenter, EMC LifeLine, EMC OnCourse, EMC Proven, EMC Snap, EMC SourceOne, EMC Storage Administrator, Acartus, Access Logix, AdvantEdge, AlphaStor, ApplicationXtender, ArchiveXtender, Atmos, Authentica, Authentic Problems, Automated Resource Manager, AutoStart, AutoSwap, AVALONidm, Avamar, Captiva, Catalog Solution, C-Clip, Celerra, Celerra Replicator, Centera, CenterStage, CentraStar, ClaimPack, ClaimsEditor, CLARiiON, ClientPak, Codebook Correlation Technology, Common Information Model, Configuration Intelligence, Connectrix, CopyCross, CopyPoint, CX, Dantz, Data Domain, DatabaseXtender, Direct Matrix Architecture, DiskXtender, DiskXtender 2000, Document Sciences, Documentum, elnput, E-Lab, Xaminer, Xtender, Enginuity, eroom, Event Explorer, FarPoint, FirstPass, FLARE, FormWare, Geosynchrony, Global File Virtualization, Graphic Visualization, Greenplum, HighRoad, HomeBase, InfoMover, Infoscape, InputAccel, InputAccel Express, Invista, Ionix, ISIS, Max Retriever, MediaStor, MirrorView, Navisphere, NetWorker, OnAlert, OpenScale, PixTools, Powerlink, PowerPath, PowerSnap, QuickScan, Rainfinity, RepliCare, RepliStor, ResourcePak, Retrospect, RSA, SafeLine, SAN Advisor, SAN Copy, SAN Manager, Smarts, SnapImage, SnapSure, SnapView, SRDF, StorageScope, SupportMate, SymmAPI, SymmEnabler, Symmetrix, Symmetrix DMX, Symmetrix VMAX, TimeFinder, UltraFlex, UltraPoint, UltraScale, Unisphere, Viewlets, Virtual Matrix, Virtual Matrix Architecture, Virtual Provisioning, VisualSAN, VisualSRM, VMAX, VNX, VNXe, Voyence, VPLEX, VSAM-Assist, WebXtender, xpression, xpresso, YottaYotta, the EMC logo, and the RSA logo, are registered trademarks or trademarks of EMC Corporation in the United States and other countries. Vblock is a trademark of EMC Corporation in the United States. VMware is a registered trademark of VMware, Inc. in the United States and/or other jurisdictions. All other trademarks used herein are the property of their respective owners. For the most up-to-date regulatory document for your product line, go to the technical documentation and advisories section on the EMC online support website. 2 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

3 CONTENTS Preface Chapter 1 Chapter 2 Chapter 3 Chapter 4 Installing HomeBase Server An overview of EMC HomeBase Enhanced Server Provisioning Planning the HomeBase Server installation Identifying the HomeBase Server HomeBase Server scalability HomeBase Server operating system Physical or virtual hardware requirements Network configuration requirements Installing HomeBase Server Upgrading HomeBase Server Back up the current HomeBase Server XML database Log in to the HomeBase Server Licensing the HomeBase Server Configuring HomeBase Server Initial HomeBase Server configuration Configure server location Enable deployment Software repository Advanced HomeBase Server configuration Configuring the HomeBase Server web ports Configuring an alternate SMTP relay Configuring the Help screen message Understanding HomeBase Server logging Performance tuning Communication Administration An overview of communication channel configuration Managing and viewing protocol channels HomeBaseSSL Enabling TFTP and DHCP TFTP DHCP Configuring a third-party DHCP server Preparing to Provision Operating Systems Provisioning preparation Preparing for Windows provisioning Preparing for RHEL provisioning Preparing for VMware ESX and ESXi provisioning Configuring HomeBase Server to provision operating systems Uploading software to the HomeBase Server Uploading software using the HomeBase Web Console Uploading software using the hbs package command EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide 3

4 Contents Managing uploaded software Creating a HomeBase boot image Creating a HomeBase boot image for a Windows server RHEL operating systems VMware ESX operating systems VMware ESXi operating systems Chapter 5 Appendix A Appendix B Provisioning Operating Systems Provisioning overview Managing deployment Preparing a deployment template Managing deployment sessions Creating a deployment session Monitoring deployment sessions HomeBase Server Commands and Options HomeBase Server command overview Syntax hbs commands General arguments Database load arguments Managing backups of the HomeBase Server Back up the HomeBase Server file Back up the HomeBase Server database Process for restoring from a backup User Account Security Configuring user account security Account credential complexity Username policy settings Password policy settings Account lockout policy settings EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

5 FIGURES Title Page 1 HomeBase login page Initial HomeBase Server configuration page Custom RPM files for RHEL deployments EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide 5

6 Figures 6 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

7 TABLES Title Page 1 An example of HomeBase Server identifiers Supported operating system platforms Minimum requirements Required ports Installation binaries Mail Server Settings HomeBase Server protocols HomeBaseSSL parameters TFTP Configuration Settings DHCP parameters Software needed to provision a source server HomeBase Web Console software upload pages hbs package commands Deployment options for Windows hbd query drivers Deployment options for RHEL Deployment options for VMware ESX Deployment options for VMware ESXi Script functions hbs commands and descriptions General hbs command arguments Database load arguments Username policy settings Password policy settings Account lockout policy settings EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide 7

8 Tableses 8 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

9 PREFACE As part of an effort to improve its product lines, EMC periodically releases revisions of its software and hardware. Therefore, some functions described in this document might not be supported by all versions of the software or hardware currently in use. The product release notes provide the most up-to-date information on product features. Contact your EMC representative if a product does not function properly or does not function as described in this document. Note: This document was accurate at publication time. New versions of this document might be released on the EMC online support website. Check the EMC online support website to ensure that you are using the latest version of this document. Purpose Audience Related documentation This document gives an overview of HomeBase product suite and the technological solution offered by HomeBase. This document is intended for the host system administrator, system programmer, or operator who will be involved in managing HomeBase. The following EMC publications provide additional information: EMC HomeBase Version 6.6 Release Notes EMC HomeBase Version 6.6 Non-EMC Software Copyrights Readme EMC HomeBase Version 6.6 Enhanced Server Provisioning Getting Started Guide EMC HomeBase Version 6.6 Enhanced Server Recovery Getting Started Guide EMC HomeBase Agent Version 6.6 Installation and Configuration Guide EMC HomeBase Server Version 6.6 Installation and Configuration Guide EMC HomeBase Agent Version 6.6 Recovery and Migration Guide EMC HomeBase Server Version 6.6 Administration Guide Conventions used in this document EMC uses the following conventions for special notices: NOTICE is used to address practices not related to personal injury. Note: A note presents information that is important, but not hazard-related. EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide 9

10 Preface IMPORTANT An important notice contains information essential to software or hardware operation. Typographical conventions EMC uses the following type style conventions in this document: Normal Used in running (nonprocedural) text for: Names of interface elements, such as names of windows, dialog boxes, buttons, fields, and menus Names of resources, attributes, pools, Boolean expressions, buttons, DQL statements, keywords, clauses, environment variables, functions, and utilities URLs, pathnames, filenames, directory names, computer names, links, groups, service keys, file systems, and notifications Bold Used in running (nonprocedural) text for names of commands, daemons, options, programs, processes, services, applications, utilities, kernels, notifications, system calls, and man pages Used in procedures for: Names of interface elements, such as names of windows, dialog boxes, buttons, fields, and menus What the user specifically selects, clicks, presses, or types Italic Used in all text (including procedures) for: Full titles of publications referenced in text Emphasis, for example, a new term Variables Courier Used for: System output, such as an error message or script URLs, complete paths, filenames, prompts, and syntax when shown outside of running text Courier bold Used for specific user input, such as commands Courier italic Used in procedures for: Variables on the command line User input variables < > Angle brackets enclose parameter or variable values supplied by the user [ ] Square brackets enclose optional values Vertical bar indicates alternate selections the bar means or { } Braces enclose content that the user must specify, such as x or y or z... Ellipses indicate nonessential information omitted from the example Where to get help EMC support, product, and licensing information can be obtained as follows: Product information For documentation, release notes, software updates, or information about EMC products, licensing, and service, go to the EMC online support website (registration required) at: 10 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

11 Preface Technical support For technical support, go to EMC online support and select Support. On the Support page, you will see several options, including one to create a service request. Note that to open a service request, you must have a valid support agreement. Contact your EMC sales representative for details about obtaining a valid support agreement or with questions about your account. Your comments Your suggestions will help us continue to improve the accuracy, organization, and overall quality of the user publications. Send your opinions of this document to: techpubcomments@emc.com EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide 11

12 Preface 12 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

13 CHAPTER 1 Installing HomeBase Server This chapter contains the following information: An overview of EMC HomeBase Enhanced Server Provisioning Planning the HomeBase Server installation Installing HomeBase Server Upgrading HomeBase Server Licensing the HomeBase Server An overview of EMC HomeBase Enhanced Server Provisioning EMC HomeBase Enhanced Server Provisioning (ESP) supports the deployment of multiple types of operating systems from a single unified interface. Deployment templates prepared in advance enable rapid redeployment of a common operating system build, including the operating system, device drivers, and software. An individual server can be associated with a deployment session that manages the deployment process from start to finish. Deployment to a physical or virtual server can happen through an industry standard PXE boot request, bootable CD/DVD, or USB boot device. Currently, HomeBase Enhanced Server Provisioning supports the deployment of Microsoft Windows, Red Hat Enterprise Linux (RHEL) VMware ESX, and VMware ESXi operating systems. In addition, HomeBase Enhanced Server Provisioning supports scripted installations of third-party applications on Windows and RHEL. The HomeBase Software Compatibility Guide on the online Support website at lists all the operating system versions currently supported by HomeBase Enhanced Server Provisioning. Planning the HomeBase Server installation Identifying the HomeBase Server HomeBase has a flexible and robust deployment architecture that can be scaled and deployed to meet the needs of the customer environment. Before beginning a HomeBase deployment, ensure that any deployment plan has addressed the following considerations. EMC Professional Services can provide HomeBase practitioners assistance in specifying and implementing the HomeBase deployment architecture. Each instance of an installed HomeBase Server has two unique identifiers. HomeBase Server unique global identifier HomeBase Server fully qualified domain name Installing HomeBase Server 13

14 Installing HomeBase Server HomeBase Server unique global identifier The first form of identity is the HomeBase Server unique global identifier, which is used internally by the HomeBase Server to identify itself to another HomeBase Server. This HomeBase Server unique global identifier is used, for example, during replication configuration where profiles are scheduled to be moved between instances of HomeBase Servers. Provide the HomeBase Server unique global identifier during HomeBase Server installation. The HomeBase Server unique global identifier is structured as: <company/organization name> / <country> / <location> / where, < company/organization name> is the top level of the hierarchy of the company or organization deploying the HomeBase Server. <country> is the second level of the hierarchy and is the Internet Assigned Numbers Authority (IANA) identifier for the country in which the HomeBase Server is being deployed. <location> is the third tier of the hierarchy and may represent a corporate site or physical location, such as a town or city. The HomeBase Server unique global identifier that is provided during the HomeBase Server installation is made permanent when the HomeBase Server is licensed. The HomeBase Server unique global identifier cannot be changed for the lifetime of the installation. HomeBase Agents transmitting profiles into the HomeBase Server can add subsequent levels of refinement to the hierarchy by specifying a <unit>. Therefore, the profiles for any server can be identified by the HomeBase Server unique global identifier, which is defined in the following pattern: <company/organization name> / <country> / <location> / <unit> /<server> where, < company/organization name> is the top level of the hierarchy of the company or organization deploying the HomeBase Server. <country> is the second level of the hierarchy and is the Internet Assigned Numbers Authority (IANA) identifier for the country in which the HomeBase Server is being deployed. <location> is the third tier of the hierarchy and may represent a corporate site or physical location, such as a town or city. <unit> is the fourth level of the hierarchy and may depict a department or a customer name. <server> is the fifth tier of the hierarchy and typically represents the host name of an individual server. HomeBase Server fully qualified domain name The second form of identity is the fully qualified domain name that is used by the HomeBase Server users to access the HomeBase Web Console. 14 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

15 Installing HomeBase Server The fully qualified domain name is determined during the HomeBase Server installation as the hostname and the domain name of the host on which the HomeBase Server is being installed. This, however, can be reset later by an administrator. IMPORTANT If you reset the fully qualified domain name after the installation, the web browsers might report a security warning mentioning that the security certificate presented by the website is from a different website address. Example: Big Company Inc. has offices in multiple geographical locations. They plan to build a HomeBase Server network in different offices. The HomeBase Server identifiers could resemble the identifiers presented in Table 1 on page 15. Table 1 An example of HomeBase Server identifiers HomeBase Server unique global identifier bigcompany/us/boston bigcompany/us/denver bigcompany/uk/london Fully qualified domain name hb-boston.intranet.bigcompany.com hb-denver.intranet.bigcompany.com hb-london.intranet.bigcompany.com HomeBase Server scalability HomeBase Server operating system The EMC HomeBase Server is designed to support horizontal and vertical scaling. For most environments, a single-server deployment is sufficient per site. In cases where a large number of machines are to be profiled, a scaled deployment might be preferred, which will require multiple HomeBase Servers. These servers can be arranged to provide load balancing to support this environment. Multiple concurrent provisioning operations place a high load on the HomeBase Server's system resources, including the CPU, memory, and network interfaces. Multiple HomeBase Servers can be deployed and built into an infrastructure that enables larger numbers of concurrent provisioning operations. EMC Professional Services can assist in defining the HomeBase deployment architecture. The HomeBase Server application is available in an operating system-specific installation package. Before starting the installation, ensure that the server has the appropriate level of resources to support the HomeBase Server. The HomeBase Server should have dedicated operating system resources. Running the server on a machine that manages other applications will limit the performance of the HomeBase Server and in extreme cases prevent the HomeBase Server from functioning. Table 2 on page 16 lists the supported operating system platforms. For the up-to-date list of supported target platforms, see the HomeBase Software Compatibility Guide on the EMC Online support website at Planning the HomeBase Server installation 15

16 Installing HomeBase Server Table 2 Supported operating system platforms Installation platforms The following versions of Microsoft Windows running in both physical and virtualized environments. AMD/EM64T 64-bit versions are supported R SP1 and later 2003 R2 SP1 and later The following versions of RHEL running in both physical and virtualized environments. Only 64-bit version is supported. RHEL 5 RHEL 4 Provisioning Target Platforms (ESP) The following versions of Microsoft Windows running in both physical and virtualized environments. 32-bit, AMD/EM64T 64-bit versions are supported. 7 N editions 7 Vista R SP1 and later 2003 R2 SP1 and later XP Professional SP1 and later The following versions of RHEL running in both physical and virtualized environments. Only 64-bit version is supported. RHEL 6.1 RHEL 6.0 RHEL 5.0 RHEL 4.0 The following versions of VMware ESX are supported The following version of VMware ESXi is supported Note: Do not install any web servers (for example, IIS or Apache), that might be provided with the operating system. Do not install any Trivial File Transfer Protocol (TFTP) service if you plan on using the network booting (PXE) facility. Do not install the operating system provided DHCP server unless you plan to use an external DHCP server. In all cases, the 64-bit variant for each operating system is mandatory, but not supported on Itanium. 16 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

17 Installing HomeBase Server Physical or virtual hardware requirements Table 3 on page 17 lists the minimum requirements for the HomeBase Server. Table 3 Minimum requirements Hardware CPU size Memory size Disk space Minimum requirements Dual-CPU with a minimum CPU of 2.8 GHz. 4 GB HomeBase uses memory caching to maximize performance, but should be installed with the most memory possible. 250 GB Disk configuration Fast Disk or Hardware RAID optimized for high I/O. For example, 10 K-RPM disk or 7.2K-RPM Striped/RAID0. The disk space calculation is based on having 10 operating systems loaded into HomeBase for deployment. Note: For environments where many servers may be provisioned in parallel, consider upgrading the HomeBase Server to gigabit Ethernet bandwidth, and teamed network adapters to improve throughput and performance. Network configuration requirements To support operating system deployment, the HomeBase Server requires that a number of network ports be available for use. Failure to have these ports available in the server platform, or to have correctly configured network security appliances prevents the HomeBase Server from being fully functional. Before installing the HomeBase Server on your server, ensure the following requirements are met: No existing HTTP service is running (port 80 is not being used). No existing HTTPS service is running (port 443 is not being used). Note: Configuring the HomeBase Server web ports on page 29 explains how to change the HTTPS port numbers. No existing DHCP service is running DP (port 67 is not being used), unless you want to use your own third-party DHCP server. This is optional, if you are using the HomeBase Server to host the environment s DHCP service. No existing TFTP service is running (port 69 is not being used). Planning the HomeBase Server installation 17

18 Installing HomeBase Server In addition, configure any locally installed firewall applications to permit connections to the HomeBase Server on the ports listed in Table 4 on page 18: Table 4 Required ports Protocol Port Type Direction HTTP 80 TCP Inbound to HomeBase Server HTTPS 443 TCP Inbound to HomeBase Server HomeBaseSSL TCP Inbound to HomeBase Server HomeBaseSSL TCP Outbound from HomeBase Server DHCP 67 UDP Inbound and outbound to and from HomeBase Server TFTP 69 UDP Inbound to HomeBase Server UDP Inbound and outbound to and from HomeBase Server Installing HomeBase Server The following installation process is for a Windows Server. These steps are identical to those for an installation onto a RHEL server. Table 5 on page 18 lists the installation binaries for each platform. Table 5 Installation binaries Operating system Type Installation binary Windows Server 2008 Windows Server 2008 R2 Windows Server 2003 x64 with Service Pack 1 or later Windows Server 2003 R2 x64 with Service Pack 1 or later RHEL 6 series RHEL 5 series RHEL 4 series 64-bit 64-bit emc-homebase-server-6.6.x-win-amd64.exe emc-homebase-server-6.6.x-linux-amd64.bin Installation binaries can be found at Installation of the HomeBase Server requires that the account being used should have local administration privileges. The HomeBase Server will be installed as a number of operating system services. The installation binary will validate that the account has the correct rights, and terminate the install process if theses are not present. To install the HomeBase Server by using the installer: 1. Start the installation wizard. The Introduction preparation screen appears, then the Introduction screen. 2. Click Next. The Welcome screen appears. 18 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

19 Installing HomeBase Server 3. Click Next. The License Agreement screen appears. Accept the license agreement terms. 4. Click Next. The Choose Install Folder screen appears. Select a location for the installation: a. Accept the default location. b. Click Choose and select another location. Ensure that the selected location has enough available disk space. An automatic check is performed later in the installation to ensure disk space is available. 5. Click Next to proceed. The Licensing Information screen appears. Complete the license request form: 6. Click Next. Organization, County, and Location should reflect the HomeBase Server GID for the instance being installed. For example: Organization: Big Company Country: US Location: Boston The Unit field is not used by HomeBase Enhanced Server Provisioning and, thus, can be ignored. The SSL Certificate Information screen appears. Type the requested information to generate a certificate that is unique for your EMC HomeBase Server installation. The server address must be the fully qualified domain name of the server host. HomeBase Server fully qualified domain name on page 14 provides details. 7. Click Next. The Pre-Installation Summary screen appears. A summary of the installation location and disk space requirements is displayed. 8. Click Install to start the installation. Upgrading HomeBase Server The Installing HomeBase Server status screen displays the installation progress. 9. After the installation is complete, click Done. An upgrade of HomeBase Server is supported from the past two major releases only. That is, an upgrade is supported from Version 6.4.x and Version 6.3.x only. If you are running an installation prior to Version 6.4.x or Version 6.3.x: 1. Upgrade your installation to one of the supported versions. 2. Upgrade to Version 6.6. The following sections provide information on upgrading a HomeBase Server to Version 6.6. Upgrading HomeBase Server 19

20 Installing HomeBase Server EMC Account Management can provide assistance if you are unfamiliar with the upgrade process. The upgrade process includes the following tasks: Task 1: Back up the current HomeBase Server configuration on page 20 Task 2: Back up the current HomeBase Server database on page 20 Task 3: Upgrade your operating system, if necessary on page 21 Task 4: Install the new HomeBase Server on page 21 Task 5: Reload the HomeBase Server database on page 21 Task 6: Restart the HomeBase Server on page 21 Task 7: Re-create deployment environments on page 22 Task 8: Test the upgrades on page 23 Note: You cannot upgrade an evaluation version of the HomeBase Server. Task 1: Back up the current HomeBase Server configuration To ensure that your configuration is preserved across the upgrade, the current HomeBase Server configuration needs to be backed up. Therefore, you should copy the <installdir>/etc and <installdir>/keys directory to another location as a backup. Task 2: Back up the current HomeBase Server database To ensure that data is maintained across the upgrade, the current HomeBase Server database needs to be backed up and exported to a file. Open a command line window and type the following command: For release 6.2 and earlier: <installdir>/bin/dbtool dump -u <admin> -p <password> For release 6.3.x and later: hbs db dump -u <admin> -p <password> where: <admin> is the administrator user account name for the HomeBase Server. <password> is the administrator user password for the HomeBase Server. The dump operation will report the creation of the file that should be backed up. Back up the current HomeBase Server XML database Backing up the XML database is an optional step during the upgrade process but forms an important part of a full backup for a HomeBase Server. Note: This section is only valid for upgrades from HomeBase 6.4 and later, not for upgrading from older versions. Open a command line window and type the following command: hbs xdb dump -u <username> -p <password> 20 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

21 Installing HomeBase Server The backup will be created in the <installdir>/backups/ directory. Note: These XML database backups typically take up a lot of space. As such, old backups should be removed periodically when they are no longer required. Task 3: Upgrade your operating system, if necessary From the HomeBase Server Release 6.4 and later, a 64-bit operating system is required. If you are currently running on a 32-bit operating system, you must upgrade your operating system before upgrading the HomeBase Server. Task 4: Install the new HomeBase Server Install the new HomeBase Server as described in Installing HomeBase Server on page 13. Once installed, the HomeBase Server starts automatically. Task 5: Reload the HomeBase Server database The database dump file created in Back up the current HomeBase Server database on page 20 can now be reloaded into the new installation of the HomeBase Server. To reload into the new installation of the HomeBase Server, open a command window and type: hbs db load -u <admin> -p <password> <db_backup_file> where: <admin> is the administrator user account name for the HomeBase Server. <password> is the administrator user password for the HomeBase Server. IMPORTANT Specify the full path to the db_backup_file and the db_backup_filename. An error occurs during the upgrade if you fail to specify the complete path. Watch the debug.log for a message indicating Finished database/loaddatabase to ensure that the load is complete. Note: After the installation is complete, the administrator user s password is reset to the default password, which is admin. To load the database correctly, run the hbs db load command with the default password. The original username and password is restored after the database is loaded correctly. Task 6: Restart the HomeBase Server Restart the HomeBase Server. Open a command line window and type: hbs service restart Upgrading HomeBase Server 21

22 Installing HomeBase Server This step allows certain application settings such as custom directories for the profile and package repositories to take hold in the upgraded installation. Note: The emc-homebase-server.log in the section, Understanding HomeBase Server logging on page 40 provides information on verifying that your server has started successfully. Task 7: Re-create deployment environments Creating Windows deployment environment While the HomeBase Server has now been upgraded, it still contains software deployment environments from the previous HomeBase Server version. These deployment environments must be updated to work with the new HomeBase Server. Re-create the deployment environments for Windows, Red Hat Enterprise Linux, VMware ESX, and VMware ESXi with the following commands: 1. Run the following command: hbd create windows -l <homebase-server-url> -u <admin> -p <password> -d <path_to_additional_drivers> where: <admin> is the administrator user account name for the HomeBase Server. <password> is the administrator user password for the HomeBase Server. < homebase-server-url> is the resolvable address of the HomeBase Server that the created deployment environment will use. < path_to_additional_drivers> is the directory path name where additional third-party drivers required for the deployment targets are located. Note: This command can be run on a Windows HomeBase Server only. If the deployment environment is a Linux HomeBase Server, then run the command on a Windows Server and use the HomeBase Server URL field to refer to the target Linux server. Creating Linux deployment environment 1. Run the following command: hbd create redhat -l <homebase-server-url> -u <admin> -p <password> where: <admin> is the administrator user account name for the HomeBase Server. <password> is the administrator user password for the HomeBase Server. < homebase-server-url> is the resolvable address of the HomeBase Server that the created deployment environment will use. 22 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

23 Installing HomeBase Server Note: By default, the Red Hat boot environment uses the first network card it finds, which for Linux is eth0. If you want to use a different network card, you may specify a different device, for example: --device eth1. Creating ESX deployment environment 1. Run the following command: hbd create esx -l <homebase-server-url> -u <admin> -p <password> where: <admin> is the administrator user account name for the HomeBase Server. <password> is the administrator user password for the HomeBase Server. < homebase-server-url> is the resolvable address of the HomeBase Server that the created deployment environment will use. Note: By default, the ESX boot environment uses the first network card it finds, which for ESX3 is eth0 and for ESX4 is vmnic0. If you want to use a different network card, you may specify a different device, for example: --device eth1. Creating ESXi deployment environment 1. Run the following command: hbd create esxi -l <homebase-server-url> -u <admin> -p <password> where: <admin> is the administrator user account name for the HomeBase Server. <password> is the administrator user password for the HomeBase Server. < homebase-server-url> is the resolvable address of the HomeBase Server that the created deployment environment will use. Note: By default, the ESX boot environment uses the first network card it finds, which for ESX3 is eth0 and for ESX4 is vmnic0. If you want to use a different network card, you may specify a different device, for example: --device eth1. Task 8: Test the upgrades EMC recommends that you develop a process to validate your recovery infrastructure after the upgrade so that the readiness for a recovery event can be assured. The tests will be unique to the HomeBase configuration and its supporting infrastructure but the following should serve as a guide to some of the checks that should be considered: Manually run a profile on an agent and ensure that the profile comes through: Verify that alerts are generated and are sent. Verify a profile report can be created. Check that the displayed licence information is as expected. Upgrading HomeBase Server 23

24 Installing HomeBase Server Check that replication agreements are there as before: Test that a replication agreement still works. Check that recovery sessions are there as before: Log in to the HomeBase Server Perform a test recovery to ensure that the sessions still work as expected. The Homebase Server supports the following browsers and versions: Microsoft Internet Explorer 7.0 or later Mozilla Firefox 3.0 or later Note: The HomeBase Web Console should be viewed with a minimum resolution of 1024 x 768. To log in to the HomeBase Server: 1. Open a browser and enter the URL for the HomeBase Server in the Address bar. A security certificate is issued by the HomeBase Server. The certificate enables the more secure HTTP/SSL communication before any data is transmitted from the server. 2. Accept the certificate and choose to continue to this site. The HomeBase login page appears, shown in Figure 1 on page 24. Figure 1 HomeBase login page Licensing the HomeBase Server 3. Log in by typing admin for both the default username and password. Once the HomeBase Server has been licensed, change the default password. After the HomeBase Server is installed and is executing on the host platform, it needs to be licensed. 24 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

25 Installing HomeBase Server Note: EMC does not offer any trial/evaluation version of HomeBase Enhanced Server Provisioning. During the installation of the EMC HomeBase Server, a full license request file is generated. The server is not fully enabled until a valid license has been issued by EMC Licensing. Permanent license To obtain a permanent license, the License Request file must be sent to the HomeBase licensing team. The License Request file was generated during the installation process and can be located at: Windows: <installdir>\keys\homebase@<hostname>.licenserequest RHEL: < installdir >/keys/homebase@<hostname>.licenserequest This request file must be attached to an and sent to licensing@emc.com for validation and activation by the EMC Licensing Department. The file must include the following information: Customer organization Contact name of the customer organization address for the customer organization contact Purchase order reference After the request is received, EMC Licensing Department s an installation-specific HomeBase Server license key (called license.zip) to the designated customer contact. The HomeBase Server license key (license.zip) should be copied into the following directory: Windows: <installdir>\keys\ RHEL: <installdir>/keys/ To allow the HomeBase Server to read the provided license keys, restart the server with the following command: hbs service restart The HomeBase Server is now fully licensed and ready to provision operating systems. Licensing the HomeBase Server 25

26 Installing HomeBase Server 26 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

27 CHAPTER 2 Configuring HomeBase Server This chapter contains the following information: Initial HomeBase Server configuration Advanced HomeBase Server configuration Understanding HomeBase Server logging Performance tuning Initial HomeBase Server configuration After the HomeBase Server is licensed, the administrator can log in and set basic configuration parameters. These basic configuration options are typically required for each installation of a HomeBase Server. Advanced HomeBase Server configuration on page 29 describes advanced options for configuration. Each of the basic configuration areas are presented at login as tasks as shown in Figure 2 on page 27. The tasks are a reminder of the basic configuration and are not automatically cleared once the component is configured. Hence, after each task is completed, the administrator can clear the related checkbox, so that it is not displayed again. Figure 2 Initial HomeBase Server configuration page These initial log-in tasks are elaborated on as follows: Configuring HomeBase Server 27

28 Configuring HomeBase Server Configure server location Enable deployment Configure server location on page 28 Enable deployment on page 28 Software repository on page 28 After you have completed the basic configuration tasks, the initial login page for the HomeBase Web Console appears. If you need to perform more administration tasks, click Administration. You will navigate to main administration tasks page. This configuration option allows the administrator to set the URL that a user of HomeBase must enter to access the HomeBase Web Console. Refer to HomeBase Server fully qualified domain name on page 14 for additional information. Two protocols, Trivial File Transfer Protocol (TFTP) and Dynamic Host Configuration Protocol (DHCP) must be available for the HomeBase Server to be capable of deploying the supported Windows, RHEL, VMware ESX and VMware ESXi operating systems. These protocols can be provided by the HomeBase Server. For DHCP, external third-party applications that can be configured to support the deployment process for the HomeBase Server can be provided. For third party DHCP servers, the following scope options are required for HomeBase: 003 Router 005 Name Servers 066 Boot Server Host Name 067 Bootfile Name If less automation is required, then you can choose to start from a CD rather than over the network. In this case, TFTP is not required. In case of provisioning Windows, DHCP can also be disregarded if you provide static networking information when prompted. Software repository To deploy Windows, RHEL, VMware ESX, and VMware ESXi operating systems, those operating system installation binaries, and any required third-party device drivers (not provided as standard by the operating system installation binaries), must be loaded into the HomeBase Server. The EMC HomeBase Sever Administration Guide provides the following information: How to prepare an OS to be uploaded and how to upload it to HomeBase. How to prepare a driver for uploading to HomeBase and how to upload it. How to prepare an application for uploading, and how to upload it. These descriptions include instructions on using the 'Upload Software' panel, the Bulk Upload' panel, and the command line package tool. 28 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

29 Configuring HomeBase Server Advanced HomeBase Server configuration If required, you can set the advanced configuration options after the HomeBase Server is installed and licensed. The following sections describe these options. Configuring the HomeBase Server web ports on page 29 Configuring an alternate SMTP relay on page 29 Configuring the Help screen message on page 30 Configuring the HomeBase Server web ports After installation, the HomeBase Web Console is available on two ports: HTTP (port 80) and HTTPS (port 443). If a user connects to the nonsecure port (HTTP), the HomeBase Server automatically redirects to the secure port (port 443). Secure port The HTTPS protocol provides increased security (encryption and non-repudiation) to protect user credentials upon logging into the HomeBase Server application. If required, edit the HomeBase Server configuration file to change the secure port. To change the default HTTPS port from 443: 1. Open the configuration file in a text editor. The default location is: <installdir>/jboss/server/all/deploy/jbossweb-tomcat50.sar/server.x ml 2. Locate the following line and change the port number: <connector port="443"> When browsing to a HomeBase Server that is listening on a nonstandard port, for example 8443, you must add the port number to the URL, as follows: Note: Ensure that no other application on the server is using the same port. 3. Restart the HomeBase Server. Open a command line window and type: hbs service restart Nonsecure port The nonsecure HTTP port can also be changed if appropriate. You can change the HTTP port from the default (80) to another (for example, 8080 with the URL becoming Configuring an alternate SMTP relay The HomeBase Server has a built-in SMTP relay that transmits alert s and notifications to user mailboxes. The configuration of the internal SMTP relay is available through the SMTP Channel Configuration page. To configure the HomeBase Server to use an external SMTP relay service: Advanced HomeBase Server configuration 29

30 Configuring HomeBase Server 1. Login to HomeBase Web Console. 2. Navigate to Administration > Application Settings > System Settings. 3. Under Mail Server Settings, supply the information in Table 6 on page 30 to use an external SMTP relay. Table 6 Mail Server Settings Property Mail Server Mail Server Username, Mail Server Password Mail Sent From Name Mail Sent From Address Description Defines the IP address or DNS name of the mail server. Defines any necessary authentication details required by the external SMTP relay server. Defines the name of the sender to be included in the Defines the sending address to be included in the 4. Select Save. 5. Restart the HomeBase Server. Open a command line window and type: hbs service restart Configuring the Help screen message The HomeBase Server supports a customizable Help screen message that can provide site-specific information for support calls. To customize the HomeBase Server Help screen, 1. Select the Help icon at the top of the HomeBase Web Console home page. 2. Select Edit Support from the Related Tasks menu. 3. Type a custom message for the help screen. Each part of the line should be specified as follows: The first part of each line should be the name of the country or region. The second part should be the contact information, such as a phone number. Each part of the line should be separated by a colon (:). Plain text lines can also be included. For example, a support information entry should look like the following: United States: nnn-nnnn Outside United States: 1-nnn-nnn-nnnn Please have your Site ID ready. 4. Click Update when finished. 5. Restart the HomeBase Server. Open a command line window and type: hbs service restart 30 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

31 Configuring HomeBase Server Understanding HomeBase Server logging The EMC HomeBase Server produces log files that can provide detailed information about user activity and server performance. Log files are located in the <installdir>/logs directory. The following log files are available: debug.log This file provides verbose output of the functional activities performed by the HomeBase Server. The debug.log has autoroll capability. When it reaches a certain file size, the file is auto rolled. It will append a sequential number to the file name and generate a new debug.log file. For instance, once the file reaches its specified limit, it will rename the existing file to debug.clog.1 and generate a new debug.clog. packages.log This file provides information about package events within the software repository. error.log This file provides verbose output of any errors that occur during a HomeBase Server session. This log file should be monitored regularly. audit.log.csv Performance tuning This file provides an audit trail of user login activity. It is provided in.csv format so that Microsoft Excel can be used to read the file. Each communication channel has a log file to which any errors raised by the protocol handling function are written. All communication channel log files are located in <installdir>/logs/service/channels. It is not necessary for a customer to understand all the messages written to these log files. However, note where these files exists because they might be required by EMC Customer Support for any problem resolution activities. EMC recommends that the HomeBase Server is run on a dedicated operating system so that all available operating system memory is available. If necessary, adjustments can be made to improve performance. Typically, the HomeBase Server and HomeBase database services are configured to use the same amount of memory, with the total not exceeding the amount of addressable physical memory in the host, and leaving at least 512 MB for the operating system to use. For example, when installed on a 4 GB host, the recommended memory to use per service would be: (4096 MB MB) / 2 = 1792 MB To configure the memory use of the two services, the wrapper.java.maxmemory and wrapper.java.initmemory properties need to be configured in both of the service configuration files: <installdir>/etc/service/emc-homebase-server.properties Understanding HomeBase Server logging 31

32 Configuring HomeBase Server <installdir>/etc/service/emc-homebase-serverdb.properties The amount of memory used by each service can be specified in megabytes and typically the two values should be identical. For example to use 1 GB per service, the following lines should be added to the file: wrapper.java.initmemory=1024 wrapper.java.maxmemory=1024 For memory-intensive operations such as package matching, adjust the balance of memory as follows: By increasing the use of the HomeBase Server service and By decreasing the use of the HomeBase Server database service to accommodate the change. For these changes to take effect, the service needs to be restarted by using the hbs service restart command. Note: If the service fails to start, this typically means that the memory requested is not available and should be readjusted. 32 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

33 CHAPTER 3 Communication Administration This chapter contains the following information: An overview of communication channel configuration HomeBaseSSL Enabling TFTP and DHCP An overview of communication channel configuration The Channel Configuration section of the HomeBase Server web pages define network communication protocols for operating system deployment. These protocols are typically determined as part of the installation planning process. Each of the supported protocols supports a specific function of the HomeBase Server. Table 7 on page 33 lists the supported protocols. Table 7 HomeBase Server protocols Protocol channel HomeBaseSSL TFTP DHCP Function Used by the HomeBase Server to communicate with target systems while they are provisioned. Used for transmitting operating system installation binaries during deployment. Used for allocating a temporary IP addresses during an operating system installation process. Managing and viewing protocol channels HomeBaseSSL The following sections provide details about protocol parameters. To manage or view the protocol channels: 1. Login to the HomeBase Web Console. 2. Navigate to the Administration > Channels page. The Channels page appears. The configuration settings can be modified from this page. HomeBaseSSL protocol is used by the target systems to communicate back to the provisioning server while the operating system installation is taking place. This protocol is enabled and configured on installation. If necessary, its settings can be edited. This protocol provides encryption of all data sent between the target system and the HomeBase Server. Communication Administration 33

34 Communication Administration Configuring HomeBase SSL To configure HomeBaseSSL parameters: 1. From the Channels page, click HomeBaseSSL, or select Edit HomeBaseSSL from the Related Tasks list. The Edit HomeBaseSSL page appears. 2. Select the Enabled checkbox to enable the service. This service is automatically enabled at installation. 3. Provide a name for the protocol connection banner in the Connection Banner field. Table 8 on page 34 describes the available configuration settings. Table 8 HomeBaseSSL parameters Parameter Concurrent Connections Backlog Connections Per Connection Lifetime Per Command Timeout Description Defines the maximum number of connections that can be handled concurrently by HomeBase. The value is dependent on operating system type and server performance. Defines the maximum number of connections that can be queued on a network interface card. Typically, the value is left as the card default. Defines the total length of time available before the connection is closed. Values are defined in milliseconds. Over very slow networks, this value might need to be increased. Defines the length of time that a single protocol command can take to execute. This value is always less than Per Connection Lifetime and the values are defined in milliseconds. Enabling TFTP and DHCP Deployment of operating system binaries and packages is provided by the HomeBase Server and its support for the PXE boot process. The PXE protocol is dependent on two protocols: TFTP DHCP TFTP HomeBase uses the TFTP service to download operating system binaries during recovery. The HomeBase Server TFTP channel can be activated by enabling the channel and providing the local host IP address of the HomeBase Server. No further configuration is required. Note: TFTP is a UDP-based protocol, and as such, is not naturally available across subnets. Many network devices actively prevent UDP messages from crossing subnet boundaries. If deployment across subnets is required, all such network devices must provide some form of TFTP message relay. To configure these parameters: 34 EMC HomeBase Version 6.6 Enhanced Server Provisioning Product Guide

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