Hitachi Content Platform Anywhere
Deploying an HCP Anywhere VM System
MK-HCPAW011-03
© 2014, 2015 Hitachi Data Systems Corporation. All rights reserved.
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Contents
Preface
vii
Intended audience
Product version
What's new in release 2.0.3
Related documents
Accessing product documentation
Getting help
Comments
Chapter 1: HCP Anywhere system overview
About HCP Anywhere
Management Console
VM system configurations
Networks
Storage
System architecture
Monitoring HCP Anywhere
vii
vii
viii
viii
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2
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3
3
4
6
Chapter 2: Site preparation
7
ESXi host requirements
VMware product requirements
Virtual machine requirements
Storage requirements
Supported VMware features
Unsupported VMware features
Network requirements
Network connection information
User authentication requirements
Contents
Deploying an HCP Anywhere VM System
8
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12
21
iii
Time source requirements
System availability recommendations
Chapter 3: Creating and configuring the virtual machines
23
Information you need
Resources you need
Step 1: Log into vSphere Web Client
Step 2: Conditionally, add ESXi hosts
Step 3: Specify time settings for the ESXi hosts
Step 4: Create the datastores
Step 5: Configure the networks
Step 5a: Conditionally, configure the front-end network
Step 5b: Conditionally, create the back-end network
Step 6: Create the virtual machines
Step 6a: Unpack the virtual machine image file
Step 6b: Deploy the OVF template
Step 7: Conditionally, reconfigure each virtual machine
Step 7a: Reconfigure CPU and memory
Step 7b: Conditionally, add hard disks
Step 7c: Conditionally, reconfigure hard disks
Step 7d: Conditionally, configure the other virtual machine
Step 7e: Conditionally, delete the unused network adapter
Step 8: Start each virtual machine
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Chapter 4: Installing and configuring the HCP Anywhere software
45
Information you need
Configuring network settings for each HCP Anywhere node
Step 1: Log in for the network configuration
Step 2: Select system type
Step 3: Configure front-end network settings
Step 4: Conditionally, configure back-end network settings
Step 5: Apply the changes
Step 6: Conditionally, configure network settings for the other node
Installing the HCP Anywhere software
Performing the HCP Anywhere software installation
Step 1: Log in for the installation
Step 2: Configure the HCP Anywhere system
Step 3: Verify the system configuration
iv
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Contents
Deploying an HCP Anywhere VM System
46
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56
64
Step 4: Execute the installation
Verifying the HCP Anywhere installation
Logging into the Management Console
After installing the software
Appendix A: Adding ESXi hosts
64
65
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68
69
Information you need
Adding the hosts
70
70
Appendix B: Reenabling SSH access on a single-node VM system
73
Appendix C: Forms
77
Virtual Machine Creation Information
HCP Anywhere Software Installation Information
78
79
Glossary
81
Index
87
Contents
Deploying an HCP Anywhere VM System
v
vi
Contents
Deploying an HCP Anywhere VM System
Preface
This book is the setup guide for Hitachi Content Platform Anywhere (HCP
Anywhere) VM systems. It provides all the information you need to deploy
a virtualized HCP Anywhere system in your VMware vSphere®
environment.
Note: This book does not explain how to configure Hi-Track Monitor to
monitor the nodes in the HCP Anywhere system. For that information, see
Installing an HCP Anywhere System — Final On-site Setup.
Intended audience
This book is intended for the people responsible for deploying an HCP
Anywhere VM system at a customer site. It assumes you have experience
with computer networking, creating virtual machines, familiarity with
VMware products and concepts, and a basic understanding of HCP
Anywhere systems.
Product version
This book applies to release 2.0.3 of HCP Anywhere.
Important: To be installed in virtual machines, the HCP Anywhere
software must be at release 1.2 or later. Earlier versions are not supported
and not known to work in virtual machines.
Preface
Deploying an HCP Anywhere VM System
vii
What's new in release 2.0.3
What's new in release 2.0.3
Single-node VM systems
Before release 2.0.3, each HCP Anywhere VM system consisted of two
virtual machine nodes that were networked together over a dedicated backend network. Now, a VM system can also be installed as a single virtual
machine.
A single-node VM system can support up to 25,000 users and does not
require a dedicated back-end network.
Related documents
These documents contain information about HCP Anywhere:
•
HCP Anywhere Administrator Help — This set of help topics contains
the instructions you need to use the HCP Anywhere Management
Console to configure and monitor an HCP Anywhere system and its
hardware. This set of help topics also includes instructions on
administering the file synchronization and sharing and HDI device
management features.
This set of help topics is accessible from the HCP Anywhere Management
Console.
•
HCP Anywhere User Help — This set of help topics explains how to use
HCP Anywhere for file storage and synchronization. These topics discuss
the file synchronization interfaces that HCP Anywhere provides, which
include desktop and mobile applications and a web application called the
User Portal.
This set of help topics is accessible from the HCP Anywhere User Portal.
viii
•
Installing an HCP Anywhere System – Final On-site Setup — This
book contains instructions for deploying an assembled and configured
physical HCP Anywhere system at a customer site. It explains how to
make the necessary physical connections and reconfigure the system for
the customer computing environment. It also contains instructions for
configuring Hi-Track® Monitor to monitor an HCP Anywhere system.
•
Third-party Copyrights and Licenses — This book contains copyright
and license information for third-party software distributed with or
Preface
Deploying an HCP Anywhere VM System
Accessing product documentation
embedded in the HCP Anywhere operating system, core software, and
file synchronization and sharing applications.
Accessing product documentation
Product documentation is available on Hitachi Data Systems Support
Connect: https://support.hds.com/en_us/documents.html. Check this
site for the most current documentation, including important updates that
may have been made after the release of the product.
Getting help
Hitachi Data Systems Support Portal is the destination for technical
support of products and solutions sold by Hitachi Data Systems. To contact
technical support, log on to Hitachi Data Systems Support Connect for
contact information: https://support.hds.com/en_us/contact-us.html.
Hitachi Data Systems Community is a global online community for HDS
customers, partners, independent software vendors, employees, and
prospects. It is the destination to get answers, discover insights, and make
connections. Join the conversation today! Go to community.hds.com,
register, and complete your profile.
Note: If you purchased your HCP Anywhere from a third party, please
contact your authorized service provider.
Comments
Please send us your comments on this document:
HCPAnywhereDocumentationFeedback@hds.com
Include the document title and part number, including the revision (for
example, -01), and refer to specific sections and paragraphs whenever
possible. All comments become the property of Hitachi Data Systems.
Thank you!
Preface
Deploying an HCP Anywhere VM System
ix
x
Preface
Deploying an HCP Anywhere VM System
1
HCP Anywhere system overview
This chapter introduces HCP Anywhere and describes the architecture for an
HCP Anywhere system installed in a VMware vSphere environment.
Chapter 1: HCP Anywhere system overview
Deploying an HCP Anywhere VM System
1
About HCP Anywhere
About HCP Anywhere
HCP Anywhere is the system from Hitachi Data Systems (HDS) that
provides these two major features:
•
File synchronization and sharing — This feature allows a user to
access and share files from any location at which the user has Internet
access.
When a user adds files to HCP Anywhere, HCP Anywhere stores the files
in a Hitachi Content Platform (HCP) system. The files are then made
available through a web browser application called the HCP Anywhere
User Portal and through each computer, smartphone, and tablet that
the user has registered with HCP Anywhere.
•
HDI device management — This feature allows an administrator to
configure and monitor Hitachi Data Ingestor (HDI) systems that
have been deployed at multiple remote sites throughout an enterprise.
For information on purchasing HDI devices, please contact your HCP
Anywhere sales representative.
Management Console
HCP Anywhere includes a web application called the Management
Console. The HCP Anywhere system administrator uses this Console to
configure, monitor, and manage the system.
VM system configurations
An HCP Anywhere VM system can consist of one or two virtual machines,
called nodes. The nodes run the HCP Anywhere software and are the
essential parts of the system.
A single-node VM system:
2
•
Can support up to 25,000 users
•
Does not require a dedicated back-end network
Chapter 1: HCP Anywhere system overview
Deploying an HCP Anywhere VM System
Networks
A two-node VM system:
•
Can support up to 50,000 users
•
Requires a dedicated back-end network
•
Can run on one or two ESXi hosts (two hosts are recommended)
Networks
Two-node HCP Anywhere systems use back-end and front-end networks.
Single-node VM systems use only a front-end network.
The front-end network is used for:
•
Access by HCP Anywhere applications on user's computers and mobile
devices
•
Browser access to the User Portal and Management Console
•
Storing and accessing files in the HCP system that HCP Anywhere uses
•
Sending configuration information to and receiving health reports from
HDI devices
The back-end network is used for inter-node communication.
Caution: The back-end network must be isolated, non-routable, and
remain separate from the front-end network. Interfering with the operation
of the back-end network can cause the HCP Anywhere system to become
inoperable and can result in data loss.
Storage
An HCP Anywhere VM system relies on the VMware infrastructure to provide
storage. Each virtual machine must be configured to use a datastore. The
underlying storage for the datastore can be provisioned on the hosts
themselves or in a location external to the host.
Each node uses its datastore for storing the HCP Anywhere software,
operating system, and database. The HCP Anywhere database contains
this data:
Chapter 1: HCP Anywhere system overview
Deploying an HCP Anywhere VM System
3
System architecture
•
Information about file synchronization and sharing users and their
registered devices
•
Information about the files that users have stored in HCP Anywhere (but
not the contents of those files)
•
Information about the HDI devices that HCP Anywhere manages
•
Records of events that have occurred in the system
The contents of files added by users are stored in an HCP system.
System architecture
The illustrations below show the architecture of HCP Anywhere VM systems.
Single-node system
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Chapter 1: HCP Anywhere system overview
Deploying an HCP Anywhere VM System
System architecture
Two-node system
In these illustrations:
•
The dashed lines represent the connections from the datastores to the
locations of the underlying storage.
•
Internal Storage represents a storage location on the host itself.
•
External Storage represents a storage location that has been provisioned
outside of the host using a method such as NFS or SAN.
•
The solid lines represent the network connections from the hosts to the
infrastructure for the front-end and back-end networks.
Chapter 1: HCP Anywhere system overview
Deploying an HCP Anywhere VM System
5
Monitoring HCP Anywhere
Monitoring HCP Anywhere
The HCP Anywhere Management Console provides tools for monitoring the
health and activity of the HCP Anywhere system. These tools include graphs
that display an overview of system activity, a system log that allows you to
monitor system activity on a more detailed level, and an internal log that
can be used by HCP Anywhere support personnel for diagnosing and
resolving problems.
For information on using these tools to monitor the HCP Anywhere software,
see the HCP Anywhere Administrator Help, which is accessible from the
documentation control ( ) in the top righthand corner of each
Management Console page.
When running in a virtualized environment, HCP Anywhere does not provide
any tools for monitoring the underlying ESXi hosts or other physical
hardware. You must provide the tools for monitoring this equipment.
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Chapter 1: HCP Anywhere system overview
Deploying an HCP Anywhere VM System
2
Site preparation
Before an HCP Anywhere VM system can be deployed, you need to ensure
that your virtualization infrastructure meets certain requirements. If it
doesn't, you should wait to deploy the system until the necessary changes
have been made.
HCP Anywhere requires Windows Active Directory (AD) for user
authentication. For HCP Anywhere to support AD, you need to provide
access to one or more servers running Windows Active Directory.
You need to configure various network components such as firewalls and
load balancers to manage traffic for the HCP Anywhere system. To configure
these components, you need to know certain network connection
information for the HCP Anywhere system.
This chapter describes the requirements and recommendations for
successful installation and operation of an HCP Anywhere VM system at your
site.
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
7
ESXi host requirements
ESXi host requirements
Each ESXi host you provide must have ESXi version 5.1 Update 2 or later
installed. HCP Anywhere virtual systems have been qualified for use with
ESXi version 5.1 Update 2 and ESXi version 5.5.
Other ESXi versions may work but have not been formally tested.
VMware product requirements
The following VMware products are supported for setup and management of
an HCP Anywhere VM system:
•
VMware vCenter Server version 5.1 or 5.5
•
VMware vSphere Web Client version 5.1 or 5.5
HCP Anywhere VM has not been tested with any other versions of VMware
vCenter or vSphere.
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Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
Virtual machine requirements
Virtual machine requirements
Each virtual machine requires a certain number of CPUs and a certain
amount of memory. These amounts are determined by both the number of
users the system can support and the number of nodes in the system:
Potential number of users
Single-node system
Multi-node system
CPUs
Memory
1-100
1-100
4
4 GB
101-200
101–200
4
6 GB
201-500
201–500
4
8 GB
501-1,000
501–1,000
4
10 GB
1,001-2,000
1,001–2,000
4
16 GB
2,001-5,000
2,001–5,000
6
32 GB
5,000-25,000
5,001–20,000
16
128 GB
N/A
20,001-50,000
16
256 GB
Important:
•
Do not overprovision the CPUs or memory on the ESXi hosts on which you are
installing HCP Anywhere.
•
The numbers of users in the table above represent how many users the system is
capable of supporting. The number of users that can actually register with the system
is limited by the license that you've purchased.
Storage requirements
When deploying an HCP Anywhere VM system, you create one or more
datastores in which the HCP Anywhere virtual machines will store data.
Before deploying the system, you need to provision the underlying storage
for the datastores.
Note: HCP Anywhere uses the storage you provision for storing its internal
data. An HCP system is required for storing user files.
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
9
Storage requirements
Storage locations
You can provision storage on the ESXi hosts themselves or use a method
such as NFS or SAN to provision storage in a location external to the hosts.
Space requirements
The total amount of space you need to provide depends on both the number
of users your system supports and the number of nodes in the system:
Potential number of users
Single-node system
Multi-node system
Space
1-100
1-100
91 GB
101-200
101–200
91 GB
201-500
201–500
91 GB
501-1,000
501–1,000
253 GB
1,001-2,000
1,001–2,000
415 GB
2,001-5,000
2,001–5,000
901 GB
5,000-25,000
5,001–20,000
2.61 TB
N/A
20,001-50,000
5.47 TB
Important:
•
HCP Anywhere must have access to the required amounts of free space. Do not
overprovision the underlying storage for the datastores.
•
Before installing the system, you should provision enough space for the maximum
number of users that you expect your system will support.
If after installing the system you need to provision more space to support additional
users, contact your authorized HCP Anywhere service provider for help.
•
The numbers of users in the table above represent how many users the system is
capable of supporting. The number of users that can actually register with the system
is limited by the license that you've purchased.
Creating datastores
You use the VMware vSphere Web Client to create datastores. For
instructions on creating datastores, see Step 4: "Create the datastores"
on page 27.
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Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
Supported VMware features
Supported VMware features
These VMware vSphere features or tools have been qualified for use with
HCP Anywhere VM systems:
•
vMotion
•
Storage vMotion
•
Distributed Resource Scheduler (DRS)
Note: When using this feature with an HCP Anywhere system that has
more than one node, you should make sure that the virtual machines
are not migrated to the same host. See the applicable VMware
documentation for information on configuring vSphere DRS.
•
Storage DRS
Unsupported VMware features
These VMware vSphere features or tools have not been tested and are not
supported with HCP Anywhere:
•
VMware HA
•
Fault Tolerance
•
Snapshots. (Specifically, HCP Anywhere does not support rolling back to
a snapshot of an HCP Anywhere virtual machine.)
Network requirements
In systems with more than one node, each HCP Anywhere virtual machine
node requires connectivity to two networks:
•
A front-end network, which allows users, administrators, and their
devices to connect to the system.
•
A back-end network, which enables the nodes to communicate with each
other. This must be a private, non-routable network.
In systems with only one node, the virtual machine requires connectivity to
only a front-end network.
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
11
Network connection information
You need to set up these networks at your site before deploying HCP
Anywhere virtual machines.
Network connection information
The table in this section contains network connection information about
inbound and outbound traffic for an HCP Anywhere system. You need this
information when configuring networking components such as load
balancers and firewalls to manage network traffic for an HCP Anywhere
system.
You also need the information in the table for configuring your network to
support SSL termination for HCP Anywhere. SSL termination is a process
in which SSL-encrypted traffic bound for one server is redirected to another
server that decrypts the information and then sends it to the target server.
In this way, the target server does not need to use its resources to decrypt
the information.
Note: To support SSL termination, you also need to enable support for it in
the HCP Anywhere Management Console. For information on doing this, see
the HCP Anywhere Administrator Help.
Tip: Even when you have enabled SSL termination support for the HCP
Anywhere system, you should configure the HCP Anywhere system to use
an SSL certificate that's been signed by a trusted vendor. This increases
the likelihood that user's computers, browsers, and mobile devices will
automatically trust the HCP Anywhere system.
In the table, each row represents a type of network traffic. The Optional or
required column indicates whether the applicable type of traffic is required
for the HCP Anywhere system to function properly. Each node in the HCP
Anywhere system can handle all types of network traffic listed in the table.
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Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
Network connection information
Purpose
Insecure (HTTP)
access to the User
Portal and for
communication
related to file
synchronization and
sharing and HDI
device management
Inbound
or
Outbound
Inbound
Source
Network
Source
Proxies for
SSL termination
(load balancers,
RP caches)
DMZ or
Corporate
Target
HCP
Anywhere
system
Port
80
Optional
or
Protocol required
TCP
Optional
Notes
To support external
SSL termination for file
synchronization and
sharing and HDI device
management feature
communication, HCP
Anywhere uses port 80
for HTTP access
without SSL security.
All returned URLs use
HTTP with SSL security
(HTTPS).
Support for external
SSL termination can be
enabled and disabled in
the HCP Anywhere
Management Console.
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
13
Network connection information
(Continued)
Purpose
Secure (HTTPS)
access to the User
Portal and for
communication
related to file
synchronization and
sharing and HDI
device management
Inbound
or
Outbound
Inbound
Source
Any of these:
•
A registered
computer
•
A registered
mobile device
•
A web
browser used
to access the
HCP
Anywhere
User Portal
•
An HDI
device
Optional
or
Protocol required
Source
Network
Target
Internet
or
Corporate
HCP
Anywhere
system
443
TCP
Required
If support for external
SSL termination is
disabled in the HCP
Anywhere
Management Console,
HCP Anywhere uses
only port 443 for file
synchronization and
sharing and HDI device
management feature
communication.
Port
Notes
Access to the HCP
Anywhere
Management
Console through
HTTPS
Inbound
Administrator
client computer
accessing the
Management
Console through
a web browser
Corporate
HCP
Anywhere
system
8000
TCP
Required
HCP Anywhere uses
only port 8000 for
access to the
Management Console.
SSH access to the
HCP Anywhere
system by HDS
service personnel
Inbound
Support client
computer
Corporate
HCP
Anywhere
system
22
TCP, UDP
Optional
Support for SSH access
to the HCP Anywhere
system can be enabled
and disabled in the
Management Console.
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Deploying an HCP Anywhere VM System
Network connection information
(Continued)
Purpose
SNMP access for
monitoring the HCP
Anywhere system
Inbound
or
Outbound
Inbound
Source
Network
Monitoring
System (SNMP)
Source
Network
Corporate
Target
HCP
Anywhere
system
Port
161
Optional
or
Protocol required
TCP, UDP
Optional
Notes
Support for SNMP can
be enabled and
disabled in the
Management Console.
Hi-Track Monitor uses
SNMP to monitor the
HCP Anywhere system.
HCP Anywhere
supports only SNMP
version 2c.
HCP Anywhere does
not send system log
messages to SNMP
managers.
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
15
Network connection information
(Continued)
Purpose
Active Directory
authentication
Inbound
or
Outbound
Outbound
Source
HCP Anywhere
system
Source
Network
Corporate
Target
Active
Directory
server
Port
88
Optional
or
Protocol required
TCP, UDP
Required
Notes
For access to the
Management Console
and the file
synchronization and
sharing feature, HCP
Anywhere requires
Active Directory for
user authentication.
Support for Active
Directory
authentication is
configured in the
HCP Anywhere
Management Console.
Access to Active
Directory LDAP
service
16
Outbound
HCP Anywhere
system
Corporate
Active
Directory
server
389
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
TCP, UDP
Required
HCP Anywhere uses
the Lightweight
Directory Access
Protocol (LDAP) for
user authentication
and for ensuring that
AW support for
AD authentication
continues to function.
Network connection information
(Continued)
Purpose
Inbound
or
Outbound
Source
Source
Network
Target
Port
Optional
or
Protocol required
Notes
Maintaining the
password for the
HCP Anywhere
computer account in
Active Directory
Outbound
HCP Anywhere
system
Corporate
Active
Directory
server
464
TCP, UDP
Required
HCP Anywhere uses
the Kerberos kpasswd
service to
automatically change
the password for the
HCP Anywhere
computer account in
AD.
Access to Microsoft
Global Catalog
Outbound
HCP Anywhere
system
Corporate
Active
Directory
server
3268
TCP, UDP
Required
HCP Anywhere
accesses the Global
Catalog for AD user
authentication and for
ensuring that AW
support for
AD authentication
continues to function.
DNS name
resolution
Outbound
HCP Anywhere
system
Corporate
DNS server
53
TCP, UDP
Required
The HCP Anywhere
system requires access
to DNS servers for
performing
DNS lookups.
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
17
Network connection information
(Continued)
Purpose
Access to external
time server
Inbound
or
Outbound
Outbound
Source
HCP Anywhere
system
Source
Network
Corporate
Target
NTP server
Port
123
Optional
or
Protocol required
TCP, UDP
Required
Notes
HCP Anywhere
requires a time source
that is an external
NTP time server.
The recommended
configuration is for HCP
Anywhere and the
Active Directory server
to use the same time
server.
Email notification of
HCP Anywhere
events
Outbound
HCP Anywhere
system
Corporate
Internal
SMTP server
25
TCP, UDP
Optional
HCP Anywhere can be
configured to send
email notifications
when certain events
occur.
Syslog logging of
HCP Anywhere
events
Outbound
HCP Anywhere
system
Corporate
Internal
syslog
server
Configurable
(default is
514)
UDP
Optional
HCP Anywhere can be
configured to send
event logs to an
external syslog server.
The port can be
configured in the
Management Console.
By default, HCP
Anywhere uses 514.
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Network connection information
(Continued)
Purpose
Virus scanning of
files added by file
synchronization and
sharing users
Inbound
or
Outbound
Outbound
Source
HCP Anywhere
system
Source
Network
Corporate
Target
Internal
ICAP
servers
Port
Configurable
(default is
1344)
Optional
or
Protocol required
TCP
Optional
Notes
HCP Anywhere can be
configured to send files
to one or more ICAP
servers for virus
scanning.
The port can be
configured in the
Management Console.
By default, HCP
Anywhere uses 1344.
Managing HCP
tenants
Outbound
HCP Anywhere
system
Corporate
HCP system
9090
TCP
Required
HCP Anywhere uses
the HCP Management
API to manage HCP
tenants.
For file
synchronization and
sharing, reading and
writing user files to
an HCP system
Outbound
HCP Anywhere
system
Corporate
HCP system
443
TCP
Required
By default, HCP
Anywhere reads and
writes files to HCP
through HTTPS.
For file
synchronization and
sharing, reading and
writing user files to
an HCP system
Outbound
HCP Anywhere
system
Corporate
HCP system
80
TCP
Optional
HCP Anywhere can be
configured to read and
write files to HCP
through HTTP without
SSL security (HTTP).
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
19
Network connection information
(Continued)
Purpose
For file
synchronization and
sharing, access to
the contents of NAS
servers.
Inbound
or
Outbound
Outbound
Source
HCP Anywhere
system
Source
Network
Target
Corporate
NAS servers
Port
445
Optional
or
Protocol required
TCP
Optional
Notes
HCP Anywhere can be
configured to grant
users access to NAS
shares through the
mobile applications and
the User Portal.
HCP Anywhere uses
CIFS to communicate
with NAS servers.
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Chapter 2: Site preparation
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User authentication requirements
User authentication requirements
HCP Anywhere requires Windows Active Directory for user
authentication. For HCP Anywhere to be able to use AD:
•
•
All Active Directory domain controllers must run one of these:
¡
Windows Server 2012 R2
¡
Windows Server 2012
¡
Windows Server 2008 R2
HCP Anywhere must have network connectivity to one or more domains
in the AD forest.
Note: By default, HCP Anywhere attempts to connect to every domain
in the forest. If your AD infrastructure does not allow HCP Anywhere to
do this, you can use the domain whitelist in the Management Console to
specify only the domains to which the system can connect. For
information, see the HCP Anywhere Administrator Help, which is
available from the Management Console.
•
HCP Anywhere must be able to contact at least one DNS server that can
resolve the AD domain name. Additionally, HCP Anywhere must be able
to do reverse DNS lookups of the IP addresses of all AD domain
controllers that HCP Anywhere is configured to use (that is, the DNS
configuration must include PTR records for the IP addresses that identify
hostnames for AD domain controllers).
•
The AD time must be in sync with the HCP Anywhere system time. The
recommended configuration is for HCP Anywhere and AD to use the
same time server.
Additionally, to ensure that AD users have continuous access to HCP
Anywhere, the AD infrastructure should have a robust and fault tolerant
configuration.
Note: HCP Anywhere also supports using the SAML protocol to
communicate with Active Directory Federation Services (AD FS). This allows
HCP Anywhere to authenticate users from multiple AD forests. For more
information, see the HCP Anywhere Administrator Help, which is
accessible from the documentation icon ( ) in the top righthand corner of
each Management Console page.
Chapter 2: Site preparation
Deploying an HCP Anywhere VM System
21
Time source requirements
Time source requirements
The HCP Anywhere system requires at least one external time server as a
time source. Ideally, HCP Anywhere and Active Directory should use the
same time source.
System availability recommendations
How you manage system availability depends on the type of HCP Anywhere
VM system you are installing.
Two-node systems
When one node in a two-node system becomes unavailable due to a virtual
machine or host failure, HCP Anywhere automatically ensures that the
remaining node performs all essential operations. This allows users to
continue to access the system.
To ensure that a two-node system remains available during a host failure,
you should run each HCP Anywhere virtual machine on a separate ESXi
host.
If you are using the vSphere Distributed Resource Scheduler (DRS) feature,
you should configure the feature so that the two HCP Anywhere virtual
machines are not migrated to the same host. See the applicable VMware
documentation for information on configuring vSphere DRS.
Single-node systems
Single-node VM systems do not automatically remain available during node
or host outages. VMware vSphere provides a number of features that you
need to use to ensure availability of these systems. For information on the
VMware features that HCP Anywhere supports, see "Supported VMware
features" on page 11.
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Chapter 2: Site preparation
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3
Creating and configuring the virtual
machines
This chapter includes instructions for using the VMware vSphere Web Client
to connect to a vCenter Server and create one or two HCP Anywhere virtual
machines. This chapter also contains instructions for configuration activities
you need to perform in your VMware vSphere environment to support HCP
Anywhere.
The instructions in this chapter explain how to set up HCP Anywhere in its
recommended configurations. Depending on your vSphere environment,
some of these steps may not apply. For more information on setting up
virtual machines, see the applicable VMware vSphere documentation.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
23
Information you need
Information you need
In order to deploy an HCP Anywhere VM system, you need to know certain
information about your vSphere environment and about the HCP Anywhere
system you are creating.
Tip: To make the deployment easier, use the Virtual Machine Creation
Information form on page 78 to record the information you need.
Number of users
You need to know the number of users that the system will support. This
determines how much storage, memory, and CPUs you need to allocate for
each virtual machine.
vSphere Web Client
In order to access the vSphere Web Client, you need to know:
•
The address for the vSphere Web Client on the vCenter server. The
address has this format:
http[s]://vcenter-ip-address-or-hostname:port/vsphere-client
By default, the port number is 9443.
•
The username and password for an account with administrative
permissions for the vCenter server
Time servers
For each ESXi host, you need to know the hostnames or IP addresses of one
or more time servers for the host to use.
Datastores
You need to create datastores for the virtual machines to use. You do this in
the vSphere Web Client by identifying storage locations that you have
already provisioned.
For more information about datastores, see the applicable VMware vSphere
documentation.
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Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
Resources you need
Virtual networking
You need to configure two virtual switches for each HCP Anywhere node. To
do this, you need to know which vmNICs on each host the virtual switches
should use.
Virtual machines
To deploy OVF template to create the HCP Anywhere virtual machines, you
need to know:
•
The name to assign to each machine
•
The name of the datastore in which to store data for the virtual machine
Resources you need
To create the virtual machines, you need the DVDs that contain the HCP
Anywhere virtual machine images. You get these DVDs from the HCP
Anywhere distributor.
Each DVD contains an image file. You choose one of these files depending
on how you want to configure the virtual disks for each virtual machine you
create:
•
AW012_VMDK-x.x.x.x.iso — This image automatically creates all the
virtual disks that the virtual machine requires. However, depending on
the number of users your system will support, you may need to
reconfigure the sizes of the virtual disks.
•
AW013_RDM-x.x.x.x.iso — This image creates only one of the required
virtual disks. For each virtual machine that you create using this file, you
need to manually create and configure two additional virtual disks.
Step 1: Log into vSphere Web Client
To log into the vSphere Web Client:
1. In a web browser, enter the address for the vCenter server.
The VMWare vSphere Web Client login page appears.
2. In the User name field, type the username for a user account that has
administrator permissions for the vCenter server.
3. In the Password field, type the password for the user account.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
25
Step 2: Conditionally, add ESXi hosts
4. Click on the Login button.
Step 2: Conditionally, add ESXi hosts
If you're installing HCP Anywhere on ESXi hosts that the vCenter Server
does not know about, you need to add both hosts to a new or existing
datacenter. For instructions on doing this, see Appendix A: "Adding ESXi
hosts" on page 69.
Otherwise, continue to Step 3: "Specify time settings for the ESXi hosts"
below.
Step 3: Specify time settings for the ESXi hosts
You need to configure each ESXi host to use one or more external time
servers as a time source. The recommended configuration is for each host to
use the same time source as your Active Directory environment.
To specify time settings for an ESXi host:
1. Right-click on the host and click on Settings.
2. Click on the Manage tab > Settings > Time Configuration > Edit button.
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Chapter 3: Creating and configuring the virtual machines
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Step 4: Create the datastores
The Edit Time Configuration window appears.
3. Ensure that Use Network Time Protocol (Enable NTP client) is enabled.
4. In the NTP Service Startup Policy section, select Start and stop with host .
5. In the NTP Servers section, enter the IP addresses or hostnames of one
or more time servers. Then click on the OK button.
6. If you are installing a two-node system, repeat this procedure for the
other ESXi host. In step 5, use the same time server or time servers that
you specified for the first host.
Step 4: Create the datastores
You need to create a datastore for each HCP Anywhere virtual machine to
use. You do this in the vSphere Web Client by identifying storage locations
that you have already provisioned. The datastores you create can share the
same storage location or they can use different storage locations.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
27
Step 4: Create the datastores
For information on:
•
The storage requirements for each virtual machine, see "Storage
requirements" on page 9.
•
Provisioning the underlying storage for a datastore, see the applicable
vSphere documentation.
To create a datastore:
1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of
the ESXi hosts that you added and click on New Datastore.
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Chapter 3: Creating and configuring the virtual machines
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Step 5: Configure the networks
The New Datastore window appears.
2. Follow the wizard to create the datastore for the storage that you have
provisioned for HCP Anywhere to use. For more information, see the
applicable vSphere documentation.
3. If you are installing a two-node system, repeat this procedure to create
a datastore for the other ESXi host.
Step 5: Configure the networks
Each HCP Anywhere virtual machine requires access to two networks. One,
the front-end network, is used for user and administrator access and the
other, the back-end network, is used for communication between the virtual
nodes.
Step 5a: Conditionally, configure the front-end network
If the ESXi host does not have an existing network that provides front-end
connectivity, you need to create one.
To create the front-end network:
1. Click on the Go to vCenter icon ( ).
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
29
Step 5: Configure the networks
2. In the lefthand panel, in the Inventory Trees section, click on Hosts and
Clusters.
3. On the Hosts and Clusters tab in the lefthand panel, right-click on one of
the ESXi hosts that you added and click on Settings.
4. Click on the Manage tab > Networking > Virtual switches.
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Chapter 3: Creating and configuring the virtual machines
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Step 5: Configure the networks
5. On the Virtual switches page, click on the Add host networking icon
( ).
6. Use the Add networking wizard to create a front-end network for
HCP Anywhere to use.
For information on adding networks, see the applicable VMware vSphere
documentation.
Step 5b: Conditionally, create the back-end network
If you're installing a two-node system, you need to create a back-end
network. If you're installing a single-node system, continue to Step 6:
"Create the virtual machines" on the next page.
To create the back-end network:
1. On the Virtual switches page, click on the Add host networking icon
( ).
The Add Networking window appears
2. On the Select connection type page, select Virtual Machine Port Group
for a Standard Switch .
Note: For information on setting up other types of connections, see the
applicable VMware vSphere documentation.
Chapter 3: Creating and configuring the virtual machines
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31
Step 6: Create the virtual machines
3. Click on the Next button.
4. On the Select target device page, select New standard switch .
5. Click on the Next button.
6. On the Create a Standard Switch page, select a physical adapter to
assign to the new switch.
7. Click on the Next button.
8. On the Connection Settings page, in the Network label field, type HCP
Anywhere Back-End Network.
9. Click on the Next button.
10. On the Ready to complete page, click on Finish .
Step 6: Create the virtual machines
To create an HCP Anywhere virtual machine, you use vSphere to deploy the
OVF template.
Step 6a: Unpack the virtual machine image file
On your computer, access the DVD that contains the virtual machine image
file and unpack the AW012_VMDK-x.x.x.x.iso or AW013_RDM-x.x.x.x.iso file
into a directory of your choice.
Step 6b: Deploy the OVF template
To create each HCP Anywhere virtual machine, you need to deploy the OVF
template contained in the AW012_VMDK-x.x.x.x.iso or AW013_RDMx.x.x.x.iso file.
To deploy the OVF template:
1. Click on the Go to vCenter icon ( 32
).
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
Step 6: Create the virtual machines
2. In the lefthand panel, in the Inventory Trees section, click on Hosts and
Clusters.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
33
Step 6: Create the virtual machines
3. On the Hosts and Clusters tab in the lefthand panel, right-click on a host
and click on Deploy OVF Template.
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Chapter 3: Creating and configuring the virtual machines
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Step 6: Create the virtual machines
The Deploy OVF Template window appears.
4. On the Select source page: a. Select Local file.
b. Click on the Browse button and navigate to the location where you
unpacked the AW012_VMDK-x.x.x.x.iso or AW013_RDM-x.x.x.x.iso file.
c. Select the HCP-AW-VMDK.ovf or HCP-AW-RDM.ovf file.
d. Click on the Open button.
e. Click on the Next button.
5. On the Review details page, view the information about the template.
Then click on the Next button.
6. On the Select name and folder page:
a. In the Name field, type a name for the HCP Anywhere virtual
machine.
b. In the Select a folder or datacenter section, select the datacenter to
which you added the hosts.
c. Click on the Next button.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
35
Step 7: Conditionally, reconfigure each virtual machine
7. On the Select storage page:
a. In the Select virtual disk format field, select either Thick Provision
Lazy Zeroed or Thick Provision Eager Zeroed.
For information on these disk formats, see the applicable VMware
vSphere documentation.
b. In the table at the bottom of the page, select one of the datastores
that you created in Step 4: "Create the datastores" on page 27.
c. Click on the Next button.
8. On the Setup networks page:
a. For Frontend, select HCP Anywhere Front-End Network.
b. If you're installing a system with more than one node, for Backend,
select HCP Anywhere Back-End Network.
c. Click on the Next button.
9. On the Ready to complete page, ensure that Power on after deployment
is not selected.
10. Click on the Finish button.
The vSphere Web Client begins creating the virtual machine. This can
take several minutes to complete.
11. If you are installing a two-node system, repeat this procedure on the
other host.
Step 7: Conditionally, reconfigure each virtual machine
If you used the AW012_VMDK-x.x.x.x.iso file and your system supports 1100 users, you do not need to edit the virtual machine settings. Continue to
step Step 8: "Start each virtual machine" on page 43.
Otherwise, you need to reconfigure each virtual machine.
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Chapter 3: Creating and configuring the virtual machines
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Step 7: Conditionally, reconfigure each virtual machine
Step 7a: Reconfigure CPU and memory
To reconfigure the CPU and memory for a virtual machine:
1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of
the virtual machines that you deployed and click on Edit Settings.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
37
Step 7: Conditionally, reconfigure each virtual machine
The Edit Settings window opens to the Virtual Hardware tab.
2. In the CPU and Memory fields, enter the applicable values from the table
below.
Potential number of users
Single-node system
Multi-node system
CPUs
Memory
1-100
1-100
4
4 GB
101-200
101–200
4
6 GB
201-500
201–500
4
8 GB
501-1,000
501–1,000
4
10 GB
1,001-2,000
1,001–2,000
4
16 GB
2,001-5,000
2,001–5,000
6
32 GB
5,000-25,000
5,001–20,000
16
128 GB
N/A
20,001-50,000
16
256 GB
Step 7b: Conditionally, add hard disks
If you used the AW013_RDM-x.x.x.x.iso file, you need to create two hard
disks for each virtual machine. Otherwise, continue to Step 7c:
"Conditionally, reconfigure hard disks" on page 40.
To create the hard disks:
1. From the New device menu at the bottom of the Virtual Hardware tab,
select New Hard Disk. Then click on the Add button.
A New Hard disk row appears in the window.
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Chapter 3: Creating and configuring the virtual machines
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Step 7: Conditionally, reconfigure each virtual machine
2. In the New Hard disk row, specify the applicable disk size from the table
below.
Number of users
Single-node system
Multi-node system
Hard disk 2 size
1-100
1-100
20 GB
101-200
101–200
20 GB
201-500
201–500
20 GB
501-1,000
501–1,000
70 GB
1,001-2,000
1,001–2,000
120 GB
2,001-5,000
2,001–5,000
270 GB
5,000-25,000
5,001–20,000
800 GB
N/A
20,001-50,000
800 GB
3. Click on the arrow to expand the New Hard disk row and configure any
other settings as necessary for your storage configuration. For
information on the settings you can configure, see the applicable
VMware vSphere documentation.
Important: The Disk Provisioning type cannot be Thin Provision.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
39
Step 7: Conditionally, reconfigure each virtual machine
4. Repeat steps 1 through 3 to create a second hard disk. For this disk,
specify the applicable disk size from the table below.
Number of users
Single-node system
Multi-node system
Hard disk 3 size
1-100
1-100
40 GB
101-200
101–200
40 GB
201-500
201–500
40 GB
501-1,000
501–1,000
152 GB
1,001-2,000
1,001–2,000
264 GB
2,001-5,000
2,001–5,000
600 GB
5,000-25,000
5,001–20,000
1800 GB
N/A
20,001-50,000
4.64 TB
5. Continue to Step 7d: "Conditionally, configure the other virtual
machine" on page 42.
Step 7c: Conditionally, reconfigure hard disks
If you used the AW012_VMDK-x.x.x.x.iso file and your system does not
support 1-100 users, you need to change the sizes of two of the three
virtual disks.
Note: Hard disk 1 is used to store the HCP Anywhere OS. Do not change
the size of hard disk 1.
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Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
Step 7: Conditionally, reconfigure each virtual machine
To reconfigure the hard disks:
1. On the Virtual Hardware tab, in the Hard disk 2 field, specify the
applicable value from the table below.
Number of users
Single-node system
Multi-node system
Hard disk 2 size
1-100
1-100
20 GB
101-200
101–200
20 GB
201-500
201–500
20 GB
501-1,000
501–1,000
70 GB
1,001-2,000
1,001–2,000
120 GB
2,001-5,000
2,001–5,000
270 GB
5,000-25,000
5,001–20,000
800 GB
N/A
20,001-50,000
800 GB
2. In the Hard disk 3 field, specify the applicable value from the table
below.
Number of users
Single-node system
Multi-node system
Hard disk 3 size
1-100
1-100
40 GB
101-200
101–200
40 GB
201-500
201–500
40 GB
501-1,000
501–1,000
152 GB
1,001-2,000
1,001–2,000
264 GB
2,001-5,000
2,001–5,000
600 GB
5,000-25,000
5,001–20,000
1800 GB
N/A
20,001-50,000
4.64 TB
3. Click on the OK button.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
41
Step 7: Conditionally, reconfigure each virtual machine
Step 7d: Conditionally, configure the other virtual machine
For a system with more than one node, repeat steps Step 7a: "Reconfigure
CPU and memory" on page 37 through Step 7c: "Conditionally,
reconfigure hard disks" on page 40 for the other virtual machine.
Step 7e: Conditionally, delete the unused network adapter
For a system with only one node, an additional virtual network adapter is
created when you deploy the OVF template. Because a single-node system
uses only one network, this adapter is unecessary.
To delete the unused network adapter:
1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of
the virtual machines that you deployed and click on Edit Settings.
The Edit Settings window opens to the Virtual Hardware tab.
2. Mouse over Network adapter 2 and click on the Remove icon.
3. Click on the OK button.
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Chapter 3: Creating and configuring the virtual machines
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Step 8: Start each virtual machine
Step 8: Start each virtual machine
To start a virtual machine:
1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of
the virtual machines that you deployed and click on Power On .
2. For a system with more than one node, repeat step 1 for the other
virtual machine.
Chapter 3: Creating and configuring the virtual machines
Deploying an HCP Anywhere VM System
43
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Chapter 3: Creating and configuring the virtual machines
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4
Installing and configuring the
HCP Anywhere software
After you create and configure the HCP Anywhere virtual machines, you
need to configure the network settings for each node and install the HCP
Anywhere software.
This chapter includes instructions for using the HCP Anywhere Setup
program to perform these tasks.
Chapter 4: Installing and configuring the HCP Anywhere software
Deploying an HCP Anywhere VM System
45
Information you need
Information you need
To install the HCP Anywhere software and configure the network settings for
each HCP Anywhere node, you need to know certain information about the
system that you are creating. You can use the HCP Anywhere Software
Installation Information form on page 79 to record this information.
You need to know:
•
For systems with more than one node, the back-end IP address for each
node
These IP addresses need to be on the same class C subnet.
•
The front-end IP address for each node
•
The front-end IP subnet mask
•
The IP address for the front-end gateway
•
The DNS name for the system
•
The IP address of a DNS server for the system to use
•
The IP address of a time server for the system to use
•
The time zone for the location in which the system is installed
•
The name of the distributor key for the installation. You get this name
from the HCP Anywhere distributor.
•
If the HCP Anywhere distributor is not HDS, the HCP Anywhere
customer support contact information.
Configuring network settings for each HCP Anywhere
node
When initially created, the HCP Anywhere virtual nodes are assigned default
front-end IP addresses. Systems with more than one node are also assigned
default back-end IP addresses. You need to change these addresses to ones
that work for your network environment.
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Chapter 4: Installing and configuring the HCP Anywhere software
Deploying an HCP Anywhere VM System
Configuring network settings for each HCP Anywhere node
Step 1: Log in for the network configuration
To begin the procedure for changing the network configuration, you need to
log in as the install user and then change the password for that user:
1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of
the virtual machines that you deployed and click on Open Console.
The console opens in a new browser window to the login prompt.
2. Click within the black area of the screen to type in the console.
3. Enter: install
A password prompt appears.
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Deploying an HCP Anywhere VM System
47
Configuring network settings for each HCP Anywhere node
4. Enter: Chang3Me!
As you type, the characters do not show.
Note: If you've previously changed the password for the install user,
enter that password instead. Then continue the installation procedure
from where you ended the last session.
The system prompts for the current password again.
5. Enter: Chang3Me!
The system prompts for a new password for the install user.
6. Enter a new password for the install user.
Passwords must follow the standard rules for Unix passwords. To be
valid, a password must include at least one character from two of these
three groups: alphabetic, numeric, and special characters. Also, a
password cannot be a word found in the dictionary.
Changing the install user password is a one-time event. Be sure to
remember the new password. You will need it when checking the health
of the system after installing the HCP Anywhere software.
Tip: For the new password, use hcpawinsta11 , where the last two
characters are the number one.
7. When prompted, enter the new password again.
The system changes the password and prompts you to continue.
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Configuring network settings for each HCP Anywhere node
8. Press Enter.
The Welcome to HCP-AW! menu appears.
Step 2: Select system type
To select the type of system you are installing:
1. On the Welcome to HCP-AW! menu, enter T
2. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The menu prompts you to select a system type.
3. Do one of these:
¡
For a system with two nodes, enter 1
¡
For a system with only one node, enter 2
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Configuring network settings for each HCP Anywhere node
4. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The Welcome to HCP-AW! menu reappears. The menu displays the
system type you selected. For example:
Step 3: Configure front-end network settings
To configure the front-end network settings for the virtual machine:
1. On the Welcome to HCP-AW! menu, enter 2
The HCP-AW Network Configuration Menu appears. The Back-end IPv4
Configuration option appears only if you are configuring a system with
more than one node.
2. Enter 1
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3. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The HCP-AW Front-end Network Configuration Menu appears.
4. Enter 1
5. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
6. When prompted, enter the front-end IP address for the node.
7. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
8. Enter 2
9. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
10. When prompted, enter the subnet mask for the front-end IP address.
11. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
12. Enter 3
13. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
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Configuring network settings for each HCP Anywhere node
14. When prompted, enter the IP address for the front-end gateway.
15. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
16. Enter b
Step 4: Conditionally, configure back-end network settings
If you are configuring a system that has more than one node, you need to
configure the back-end network settings for the virtual machine.
To configure the back-end network settings:
1. On the HCP-AW Network Configuration Menu , enter 2
2. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The HCP-AW Back-end Network Configuration Menu appears.
3. Enter 1
4. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
5. When prompted, enter the back-end IP address for the node.
Note: Take note of the node to which you assign the highest back-end
IP address. You need to perform the HCP Anywhere software installation
from this node.
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6. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
7. Enter b
Step 5: Apply the changes
After reconfiguring the network settings, you need to apply the changes
you've made to the node. This causes the node to reboot.
To apply the changes you've made to the network configuration:
1. On the HCP-AW Network Configuration Menu , review the Pending frontend IPv4 Configuration and Pending back-end IPv4 Configuration sections
to ensure that the settings you entered are correct.
2. Enter x
3. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
4. In response to the prompt warning that the node will be rebooted, enter
y.
The node reboots and the login screen reappears.
Step 6: Conditionally, configure network settings for the other
node
If you are configuring a system with more than one node, repeat Step 1:
"Log in for the network configuration" on page 47 through Step 5: "Apply
the changes" above for the other node.
If you've configured the network settings for each node, continue to
"Installing the HCP Anywhere software" below.
Installing the HCP Anywhere software
After configuring the network settings for each node, you need to install the
HCP Anywhere software. Each node contains the software installation files,
so you do not need to download or retrieve them.
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Installing the HCP Anywhere software
Performing the HCP Anywhere software installation
To install the HCP Anywhere software:
1. Log into the highest-numbered node in the HCP Anywhere system (see
Step 1: "Log in for the installation" below).
2. Configure the HCP Anywhere system (see Step 2: "Configure the HCP
Anywhere system" on page 56).
3. Verify the configuration (see Step 3: "Verify the system configuration"
on page 64)
4. Execute the installation (see Step 4: "Execute the installation" on
page 64).
Step 1: Log in for the installation
To begin the procedure for installing the HCP Anywhere software, you need
to log into the highest-numbered node as the install user:
1. On the Hosts and Clusters tab in the lefthand panel, right-click on the
virtual machine with the highest back-end IP address and click on Open
Console.
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The console opens in a new browser window to the login prompt.
2. Click within the black area of the screen to type in the console.
3. Enter: install
A password prompt appears.
4. Enter the password and press enter.
The Welcome to HCP-AW! menu appears. The menu displays the system
type you selected. For example:
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Installing the HCP Anywhere software
Step 2: Configure the HCP Anywhere system
To configure the HCP Anywhere system, from the Welcome to HCP-AW!
menu, enter 1
The HCP-AW Setup: New Install Menu appears. The available options differ
depending on the type of system you are installing.
Multi-node options
Single-node options
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From the New Install menu, execute the additional options for configuring
the HCP Anywhere system. Each option either opens a lower-level menu
with configuration options or leads directly to a configuration option.
Step 2a: Conditionally, identify the nodes in the system
If you are installing a two-node system, you need to identify the nodes in
the system. If you are installing a single-node system, continue to Step 2b:
"Configure network settings" on the next page.
To identify the nodes in the system:
1. From the New Install menu, select the HCP-AW Nodes option by entering
1
2. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The Back-end IP Addresses menu appears.
3. Enter e.
4. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
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Installing the HCP Anywhere software
The wizard prompts for the back-end IP address of one of the nodes.
5. Enter the back-end IP address for one of the nodes.
6. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The wizard prompts for the back-end IP address of another node.
7. Enter the back-end IP address for the other node.
8. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
9. In response to the confirming prompt, enter y to confirm that both the
IP addresses you entered are correct or enter n to try again.
10. Enter b.
11. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The New Install menu reappears.
Step 2b: Configure network settings
To configure the network settings for the HCP Anywhere system:
1. From the New Install menu, select the Networking Settings option by
entering either 1 or 2
2. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The HCP-AW Networking Options menu appears.
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3. Enter 1.
4. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The wizard prompts for the front-end IP gateway address.
5. Enter the front-end IP gateway address.
6. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
7. Enter b.
8. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The New Install menu reappears.
Step 2c: Configure DNS settings
To configure the DNS settings for the HCP Anywhere system:
1. From the New Install menu, select the DNS Settings option by entering
either 2 or 3
2. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
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Installing the HCP Anywhere software
The HCP-AW DNS Options menu appears.
3. Enter 1.
4. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The wizard prompts for a DNS name for the system.
5. Enter the DNS name for the system.
6. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
7. Enter 2
8. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The wizard prompts for the IP address for a DNS server.
9. Enter the IP address for a DNS server for HCP Anywhere to use.
10. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
11. Enter b.
12. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The New Install menu reappears.
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Step 2d: Configure time settings
To configure time settings for the HCP Anywhere system:
1. From the New Install menu, select the Time Settings option by entering
either 3 or 4
2. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The HCP-AW Time Options menu appears.
3. Enter 1.
4. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The wizard prompts for the IP address or hostname of a time server.
5. Enter the IP address or hostname for a time server for HCP Anywhere to
use.
6. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
7. Enter 2.
8. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
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Installing the HCP Anywhere software
The wizard prompts for the region in which the system is located.
9. Enter the name of region from the list in the prompt. Do not type square
brackets in your entry.
10. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The wizard prompts for a location. The options differ depending on the
region you selected.
Tip: Press Shift+Page Up and Shift+Page Down to scroll through the
list.
11. Enter the name of the applicable location from the list in the prompt. Do
not type square brackets in your entry.
12. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The HCP-AW Time Options menu reappears.
13. Enter b.
14. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
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The New Install menu reappears.
Step 2e: Configure service settings
To configure the service settings for the HCP Anywhere system:
1. From the New Install menu, select the Service Settings option by
entering either 4 or 5
2. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The HCP-AW Service Settings menu appears.
3. If the distributor key is not Acton , enter 1.
4. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The wizard prompts for the name of a distributor key.
5. Enter the name of the distributor key for the system.
6. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
7. If the HCP distributor is not HDS, enter 2.
The wizard prompts for the customer support contact information.
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Installing the HCP Anywhere software
8. Enter the customer support contact information.
9. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
10. Enter b.
11. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The New Install menu reappears.
Step 3: Verify the system configuration
To verify the system configuration before executing the installation:
1. From the New Install menu, enter v.
The wizard displays the current configuration.
2. Review the configuration.
3. Enter b.
The wizard returns to the New Install menu, from which you can correct
the configuration or execute the installation.
Step 4: Execute the installation
To execute the HCP Anywhere software installation:
1. From the New Install menu, enter x.
2. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
HCP-AW Setup performs a set of configuration prechecks and, if they are
successful, installs the HCP Anywhere software on all nodes in the
system.
When the installation is complete, HCP-AW Setup logs you out and
reboots the nodes. The console then displays the login prompt.
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If HCP-AW Setup exits at any time before the installation processing is
complete, make a note of all error messages and then contact your HCP
Anywhere service provider for help.
Verifying the HCP Anywhere installation
To verify that the HCP Anywhere software installed correctly:
1. On the Hosts and Clusters tab in the lefthand panel, right-click on one of
the virtual machines and click on Open Console.
The console opens in a new browser window to the login prompt.
2. Click within the black area of the screen to type in the console.
3. Enter: install
A password prompt appears.
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Installing the HCP Anywhere software
4. Enter the password and press enter.
The Welcome to HCP-AW! menu appears.
5. On the Welcome to HCP-AW! page, enter 2.
6. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
When you enter y, the HCP-AW Node Status page appears.
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Logging into the Management Console
7. Review the system status.
Ensure that the status for each system component is either OK or Online.
If any component displays a status of Broken , Unavailable, or Offline,
please contact your authorized HCP Anywhere service provider for help.
8. Enter b.
9. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
The Welcome to HCP-AW! menu reappears.
Logging into the Management Console
To log into the HCP Anywhere Management Console for the first time:
1. In a web browser, enter the URL for the Management Console. The URL
has this format:
https://hcp-anywhere-system-name[.domain-name]:8000/admin
For example:
https://anywhere.example.com:8000/admin
Notes:
•
If you inadvertently use http instead of https in the URL, the browser returns an
error. Enter the URL again, this time using https.
•
For the Management Console to be accessible, TLS 1.0 needs to be enabled for
your web browser.
2. When prompted, accept the HCP SSL server certificate temporarily for
the current session.
The HCP Anywhere Management Console login page appears.
If the browser cannot find the Management Console login page, wait a
few minutes; then try again.
If the login page still doesn’t open after a few minutes, please contact
your authorized HCP Anywhere service provider for help.
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After installing the software
3. In the Username field, type this case-sensitive username: admin
4. In the Password field, type this case-sensitive password: Chang3Me!
5. Click on the Log In button.
The Console displays the Change Password page.
6. On the Change Password page:
¡
In the Existing Password field, type: Chang3Me!
¡
In the New Password field, type a new password for the admin
account.
Passwords can be up to 64 characters long, are case sensitive, and
can contain any valid UTF-8 characters, including white space. The
minimum password length is six characters.
To be valid, a password must include at least one character from two
of these three groups: alphabetic, numeric, and other.
¡
In the Confirm New Password field, type the new password again.
Important: Remember this password. In case of an AD failure, the
Management Console is accessible only by the admin user account.
7. Click on the Update Password button.
After installing the software
By default, the HCP Anywhere VM system supports only a limited number of
users and HDI devices. In order to increase these limits, you need to
contact your authorized HCP Anywhere service provider to reset the system
serial number and apply the licenses that you purchased.
Additionally, you need to perform some configuration activities to grant
access to users and to enable the file synchronization and sharing and HDI
device management features.
For information on performing these activities, see the HCP Anywhere
Administrator Help, which is accessible from the documentation control ( )
in the top righthand corner of each Management Console page.
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A
Adding ESXi hosts
In order to install an HCP Anywhere VM system, you need to add both ESXi
hosts to the vCenter server.
This appendix contains instructions for adding ESXi hosts to the vCenter
server. For more information on doing this, see the applicable VMware
documentation.
Appendix A: Adding ESXi hosts
Deploying an HCP Anywhere VM System
69
Information you need
Information you need
For each ESXi host that you are adding, you need to know:
•
The hostname or IP address of the host.
•
The name of the license key for the host to use.
•
Whether to enable lockdown mode. For information, see the applicable
VMware vSphere documentation.
Adding the hosts
To add ESXi hosts to the datacenter, in the VMware vSphere Web Client:
1. Click on the Go to vCenter icon ( ).
2. In the lefthand panel, in the Inventory Trees section, click on Hosts and
Clusters.
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Adding the hosts
3. Optionally, to create a new datacenter in which to group the hosts:
a. On the Hosts and Clusters tab in the lefthand panel, right-click on
the vCenter Server that you want and click on New Datacenter.
b. In the New Datacenter window, enter a name for the new datacenter.
Then click on the OK button.
4. Right-click on the datacenter you want and click on Add Host .
Appendix A: Adding ESXi hosts
Deploying an HCP Anywhere VM System
71
Adding the hosts
The Add Host window appears.
5. In the Add Host window, on the Name and location page, enter the
hostname or IP address for one of the ESXi hosts. Then click on the Next
button.
The Host summary page appears and shows information about the host
you specified.
6. Click on the Next button.
7. On the Assign license page, select an existing license key to apply to the
host or specify a new license key. Then click on the Next button.
8. Optionally, on the Lockdown mode page, to prevent remote users from
accessing the host, select Enable lockdown mode. Then click on the Next
button.
9. On the VM location page, click on the Next button.
10. On the Ready to complete page, click on the Finish button.
The host is added to the datacenter.
11. Repeat this procedure for the second ESXi host you are adding.
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B
Reenabling SSH access on a singlenode VM system
In the HCP Anywhere Management Console, you can disable SSH access for
the system. If SSH is disabled on a system with more than one node,
support personnel can access the system by physically connecting to the
back-end network.
A single-node VM system has no back-end network. In case of a failure
where the Management Console is unavailable, you can use the HCP
Anywhere Setup program to temporarily reenable SSH access. SSH access
is again disabled when you restart the system.
Appendix B: Reenabling SSH access on a single-node VM system
Deploying an HCP Anywhere VM System
73
To temporarily reenable SSH access for the system:
1. Open the VMware vSphere Web Client.
2. On the Hosts and Clusters tab in the lefthand panel, right-click on one of
the HCP Anywhere virtual machines and click on Open Console.
The console opens in a new browser window to the login prompt.
3. Click within the black area of the screen to type in the console.
4. Enter: install
A password prompt appears.
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5. Enter the password and press enter.
The Welcome to HCP-AW! menu appears.
6. Enter: s
7. In response to the confirming prompt, enter y to confirm your entry or n
to try again.
8. In response to the prompt to enable SSH, enter yes
Appendix B: Reenabling SSH access on a single-node VM system
Deploying an HCP Anywhere VM System
75
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Deploying an HCP Anywhere VM System
C
Forms
This appendix contains forms that you can use to facilitate the procedures
presented in this book:
•
Virtual Machine Creation Information lets you record the information
you need to set up your vSphere environment and create the HCP
Anywhere virtual machines.
•
HCP Anywhere Software Installation Information lets you record the
information you need to install the HCP Anywhere software.
Appendix C: Forms
Deploying an HCP Anywhere VM System
77
Virtual Machine Creation Information
Virtual Machine Creation Information
Use this form to record the information for setting up your vSphere
environment and creating the HCP Anywhere virtual machines.
vSphere environment setup
ESXi host IP addresses or hostnames:
Time server IP address:
Datastore name(s) and storage location(s):
vmNIC for Front-end Network:
vmNIC for Back-end Network:
Deploying the OVF template
Maximum expected number of HCP Anywhere users:
HCP Anywhere virtual machine names:
Disk Format (cannot be Thin Provisioned):
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Appendix C: Forms
Deploying an HCP Anywhere VM System
HCP Anywhere Software Installation Information
HCP Anywhere Software Installation Information
Use this form to record the information for an HCP Anywhere software
installation and for configuring network settings for the nodes.
Network configuration
Front-end IP address(es):
Front-end IP subnet mask:
Front-end gateway IP address:
Back-end IP addresses (for two-node systems):
DNS
DNS name of the HCP Anywhere system:
IP address of corporate DNS server:
Time
IP address of time server:
Time zone:
Service
Distributor key:
Customer support contact information:
Appendix C: Forms
Deploying an HCP Anywhere VM System
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Deploying an HCP Anywhere VM System
Glossary
A
Active Directory (AD)
A Microsoft product that, among other features, provides user
authentication services.
AD
See Active Directory (AD).
D
data center
In VMware vSphere, a logical unit for grouping and managing hosts.
database
See HCP Anywhere database.
datastore
A representation of a location in which a virtual machine stores files. A
datastore can represent a location on a host or an external storage
location such as a SAN LUN.
domain
A group of computers and devices on a network that are administered as
a unit.
Glossary
Deploying an HCP Anywhere VM System
81
domain name system (DNS)
A network service that resolves domain names into IP addresses for client
access.
DRS
See VMware vSphere Distributed Resource Scheduler.
E
ESXi
See VMware ESXi.
F
Fault Tolerance
See VMware vSphere Fault Tolerance.
file synchronization and sharing
A feature of HCP Anywhere that allows users to access and share files
from almost any location. HCP Anywhere provides file synchronization
applications for computers and mobile devices and a web-based
application called the HCP Anywhere User Portal.
H
HCP
See Hitachi Content Platform (HCP).
HCP Anywhere
A system that provides file synchronization services and manages Hitachi
Data Ingestor (HDI) devices. An HCP Anywhere system consists of both
hardware and software and, for file synchronization services, uses Hitachi
Content Platform (HCP) to store data.
HCP Anywhere database
In internal component of an HCP Anywhere system that contains
essential data about the system, users, and user's files. The database is
maintained by one node and copied to the other.
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Glossary
Deploying an HCP Anywhere VM System
HCP Anywhere User Portal
The system-specific web application used for managing file
synchronization activity.
HCP Anywhere VM system
An HCP Anywhere system in which the nodes are virtual machines
running in a VMware vSphere environment.
HDI
See Hitachi Data Ingestor (HDI) Remote Server.
HDI device management
A feature of HCP Anywhere that allows administrators to remotely
configure, manage, and monitor Hitachi Data Ingestor (HDI) appliances.
Hitachi Content Platform (HCP)
A distributed object-based storage system designed to support large,
growing repositories of fixed-content data.
Hitachi Data Ingestor (HDI) Remote Server
A storage device that allows users to access the contents of an HCP
system as if it were part of the local file system.
host
A physical computer on which virtual machines are installed and run.
hypervisor
A type of operating system that allows virtual machines to be run on a
physical host machine.
N
node
A server or virtual machine running HCP Anywhere software. Two nodes
are networked together to form an HCP Anywhere system.
Glossary
Deploying an HCP Anywhere VM System
83
P
physical HCP Anywhere system
An HCP Anywhere system in which the nodes are physical hardware (not
virtual machines).
S
SAML
See security assertion markup language (SAML).
Security assertion markup language
An XML-based protocol used for exchanging authentication information
between HCP Anywhere and an identity provider.
SSL termination
A process in which SSL-encrypted traffic bound for one server is
redirected to another server that decrypts the information and then
sends it to the target server. In this way, the target server does not need
to use its resources to decrypt the information.
U
User Portal
See HCP Anywhere User Portal.
V
vCenter
See VMware vCenter Server.
virtual machine
A piece of software that emulates the functionality of a physical
computer. Virtual machines must be run in a special operating system
called a hypervisor.
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Glossary
Deploying an HCP Anywhere VM System
vmNIC
A representation in VMware vSphere of one of the physical NICs on a
host.
vMotion
See VMware vSphere vMotion.
VMware ESXi
The underlying hypervisor for the VMware vSphere product.
VMware vCenter Server
A VMware product that allows you to manage multiple ESXi hosts and
the virtual machines that they run.
VMware vSphere Distributed Resource Scheduler
A feature of VMware vSphere that balances computational loads across
virtual machine resources.
VMware vSphere Fault Tolerance
A feature of VMware vSphere in which a copy of a virtual machine is kept
up-to-date and immediately brought into service when the original
virtual machine experiences a failure.
VMware vSphere vMotion
A feature of VMware vSphere that allows an active virtual machine to be
migrated from one host to another.
vSphere Web Client
A browser application that allows you to manage virtual machines across
multiple hosts.
Glossary
Deploying an HCP Anywhere VM System
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Glossary
Deploying an HCP Anywhere VM System
Index
A
Virtual Machine Creation Information 78
free space needed 10
front-end IP addresses
changing 50-52
information needed 46
Active Directory 21
architecture, system 3-5
B
back-end IP addresses
changing 52-53
information needed 46
H
HCP Anywhere
about 2
file synchronization and sharing 2
HDI device management 2
monitoring 6
network connection information 12-20
system architecture 3-5
user authentication 21
verifying installation 67
HCP Anywhere software installation
form 79
performing 54
HCP Anywhere Software Installation
Information form 79
HDI device management, about 2
hosts
about 2
monitoring 6
requirements 8
C
changing
back-end IP addresses 52-53
front-end IP addresses 50-52
D
datastores
creating 27-29
underlying storage 3
Distributed Resource Scheduler (DRS) 11
DRS 11
E
ESXi
about hosts 2
adding hosts 69
host requirements 8
supported versions 8
I
image files
obtaining 25
types 25
information needed
for software installation 25, 46
installing, HCP Anywhere software 53
F
Fault Tolerance (vSphere feature) 11
features not supported 11
file synchronization and sharing, about 2
firewall, information for configuring 12-20
forms
HCP Anywhere Software Installation
Information 79
L
load balancer, information for configuring 1220
Index
Deploying an HCP Anywhere VM System
87
logging in
logging in
for configuring network settings 47-49
for software installation 54-55
vSphere Web Client 25-26
logging into Management Console 67-68
supported versions
Active Directory 21
ESXi 8
vCenter Server 8
vSphere Web Client 8
system architecture 3-5
system health, checking 67
M
Management Console
logging in 67-68
URL 67
monitoring
HCP Anywhere 6
hosts 6
T
time source requirements 22
U
user authentication requirements 21
N
V
NAS servers, network connection
information 20
network requirements 11-12
nodes, about 2
vCenter Server, supported versions 8
verifying HCP Anywhere installation 67
versions
supported for vCenter Server 8
supported for vSphere Web Client 8
Virtual Machine Creation Information form 78
virtual machines
creating 32
requirements 9
vMotion 11
VMware features, unsupported 11
VMware vSphere Fault Tolerance 11
VMware vSphere vMotion 11
vSphere Web Client
logging in 25-26
supported versions 8
O
OVF template
deploying 32, 34-36
obtaining 25
P
preparing site for installation 7
R
requirements
for ESXi hosts 8
for virtual machines 9
network 11-12
storage 9-10
time source 22
user authentication 21
S
site preparation 7
Snapshots 11
software installation
logging in 54-55
performing 54
space requirements 10
storage
about 3
locations 10
requirements 9-10
88
Index
Deploying an HCP Anywhere VM System
Deploying an HCP Anywhere VM System
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