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HP Converged Infrastructure Solutions Guide

The document is a student guide for HP Converged Infrastructure Solutions Software, detailing various components and features of the infrastructure. It covers topics such as infrastructure challenges, management, and orchestration, along with specific HP products and their functionalities. The guide is intended for internal use only and is copyrighted by Hewlett-Packard Development Company.
Copyright
© © All Rights Reserved
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0% found this document useful (0 votes)
38 views240 pages

HP Converged Infrastructure Solutions Guide

The document is a student guide for HP Converged Infrastructure Solutions Software, detailing various components and features of the infrastructure. It covers topics such as infrastructure challenges, management, and orchestration, along with specific HP products and their functionalities. The guide is intended for internal use only and is copyrighted by Hewlett-Packard Development Company.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

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BitSpyder - The Culture of Knowledge

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BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software

Rev. 11.11 - Course #: 00294445


Part Number: 00294445S1101

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Student guide
HP Partner Learning
BitSpyder - The Culture of Knowledge

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 Copyright 2011 Hewlett-Packard Development Company, L.P.

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The information contained herein is subject to change without notice. The only warranties for HP

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products and services are set forth in the express warranty statements accompanying such products
and services. Nothing herein should be construed as constituting an additional warranty. HP shall

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not be liable for technical or editorial errors or omissions contained herein.

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This is an HP copyrighted work that may not be reproduced without the written permission of HP.
You may not use these materials to deliver training to any person outside of your organization

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without the written permission of HP.
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Intel, Xeon, and Itanium are trademarks of Intel Corporation in the U.S. and other countries.
Microsoft, Windows, and Windows Vista are U.S. registered trademarks of Microsoft Corporation.
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AMD is a trademark of Advanced Micro Devices, Inc. Oracle and Java are registered trademarks of
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Oracle and/or its affiliates. UNIX is a registered trademark of The Open Group. Adobe and
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Acrobat are trademarks of Adobe Systems Incorporated.


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Printed in the US
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HP Converged Infrastructure Solutions Software – v11.11


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Student guide
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January 2011
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HP Restricted
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Contents

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HP Converged Infrastructure Components

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Objectives ...................................................................................................... 1

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Infrastructure challenges ................................................................................... 2

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IT sprawl is taking business to the breaking point .......................................... 2

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Infrastructure management challenges.......................................................... 4

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Typical IT process example................................................................... 5

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Solve complexity and transform with a converged infrastructure ................ 7

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Converged Infrastructure delivered ..................................................................... 8

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Infrastructure operating environment (HP Matrix Operating Environment) .......... 8

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FlexFabric ................................................................................................ 9
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Virtual resource pools ................................................................................ 9
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Data Center Smart Grid ........................................................................... 10
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Converged Infrastructure advantage ........................................................... 11


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HP Converged Infrastructure detail..............................................................13


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Converged Infrastructure attributes .......................................................15


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Bringing it all together........................................................................17


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Intellectual property .................................................................... 18


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Open integration........................................................................ 19
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Expertise ................................................................................... 20
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Investment protection ............................................................................... 21


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Getting customers started with a converged infrastructure ............................. 22


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HP Converged Infrastructure components .......................................................... 24


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HP Converged Infrastructure components — Servers .................................... 24


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HP Converged Infrastructure components — Storage ................................... 26


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HP Converged Infrastructure components — Storage networking ................... 28


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HP Converged Infrastructure components — Networking.............................. 30


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HP Converged Infrastructure components — Virtual Connect..........................31


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HP 1/10Gb-F Virtual Connect Ethernet module .....................................31


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HP Virtual Connect Flex-10 10Gb Ethernet module .................................31


Virtual Connect FlexFabric 10Gb/24-port module................................. 32
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HP Virtual Connect 4Gb Fibre Channel module.................................... 34


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HP Virtual Connect 8Gb 20-Port Fibre Channel module......................... 35


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HP Virtual Connect 8Gb 24-Port Fibre Channel module ......................... 36

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Virtual Connect FlexFabric........................................................................ 37


FlexFabric adapter features ................................................................ 38
FlexFabric adapter iSCSI features........................................................ 39
Flex-10 adapter mapping with VC Flex-10 and FlexFabric modules ................. 40
Flex-10 adapter mapping with FlexFabric modules ....................................... 40

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Example of a VC Server Profile using FlexFabric ....................................41

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HP Converged Infrastructure components — Power and cooling .................... 42

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Learning check .............................................................................................. 43

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HP Matrix OE

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Objectives ...................................................................................................... 1

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HP Matrix OE overview .................................................................................... 2

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HP Matrix OE for advanced infrastructure management ................................. 2

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Matrix OE product features ........................................................................ 3

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Features added to HP Matrix OE (Insight Dynamics 6.2) ................................ 6

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Infrastructure as a service for HP platforms.................................................... 8

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HP infrastructure orchestration integration ................................................... 10

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IO high-level architecture........................................................................... 11

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IO Designer: Key features..........................................................................13
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IO self-service portal: Key features..............................................................15
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IO Administration Console: Key features .....................................................16
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Infrastructure orchestration – Business to technical processes workflow.............17


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IO workflow automation: Key features.........................................................18


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IO server pools ....................................................................................... 19


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IO storage pools/Storage Provisioning Manager ........................................ 19


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IO network pools .................................................................................... 21


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Putting it all together ...................................................................................... 22


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IO portals .............................................................................................. 23
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Important IO terminology ......................................................................... 23


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Infrastructure orchestration documentation .................................................. 26


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Download links ................................................................................ 26


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Learning check .............................................................................................. 27


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Using IO
Objectives ...................................................................................................... 1
HP Operations Orchestration Studio ............................................................ 2
Example of OO Studio Library ............................................................. 3

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Customize Operations Orchestration ..................................................... 3

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OO requirements................................................................................ 3

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Infrastructure orchestration provisioning – HP IO Designer .............................. 4

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Creating an IO template...................................................................... 4

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Optimize infrastructure confidently............................................................... 8

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Continuously optimize resource usage and power ......................................... 9

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Capacity planning functionality overview............................................. 10

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Multi-vendor capacity planning and enhanced virtualization management ...... 11

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Forecasting future utilization ................................................................13

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Examples of capacity planning reports.......................................... 14

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Adjust resources for demanding applications ...............................................15

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Logical server management.................................................................16

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Power calibration...............................................................................17

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VMware DRS modeling ......................................................................18

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Data collection with Capacity Advisor ..................................................18
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Protect continuity of services ..................................................................... 19
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Recovery management architectural diagram ....................................... 20


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Streamlined storage pool management ...................................................... 21


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HP Storage with BladeSystem Matrix ................................................... 22


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Storage Provisioning Manager ........................................................... 23


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Server/Storage Administrator Interaction Model ................................... 24


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Storage tagging ............................................................................... 25


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IO users........................................................................................... 26
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Other roles............................................................................................. 27
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IO terms and concepts............................................................................. 28


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IO request lifecycle ........................................................................................ 30


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IO request processing .............................................................................. 30


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Create request flow example .....................................................................31


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User tasks ..................................................................................................... 46


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User tasks overview ................................................................................. 46


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Templates tab ......................................................................................... 47


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Creating a service ............................................................................ 48


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Create Service details ................................................................. 49


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Viewing template details.....................................................................51


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My Requests tab ..................................................................................... 52


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Contents

My Services tab ...................................................................................... 53


Service details.................................................................................. 54
Setting servers to standby .................................................................. 55
Restoring server operation.................................................................. 55
Requesting additional servers ............................................................. 57

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Requesting additional storage ............................................................ 59

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My Pools tab .......................................................................................... 60

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My History tab........................................................................................ 62

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Designer tasks............................................................................................... 63

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IO Designer operations............................................................................ 63

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Starting the Designer ............................................................................... 64

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Designer editing areas............................................................................. 65

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Designer strategy .................................................................................... 67

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Basic designer tasks.......................................................................... 68

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Template states ....................................................................................... 69

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Setting template defaults.................................................................... 69

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Setting physical server defaults ........................................................... 70

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Template requirements ............................................................................. 71

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Adding a server ............................................................................... 71
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Adding storage ................................................................................ 72
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Configuring software......................................................................... 73
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Adding networking ........................................................................... 75


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Configuring subnet attributes ....................................................... 76


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Assigning a subnet ..................................................................... 77


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Viewing network connections....................................................... 79


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Validating a template ........................................................................ 80


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Validation example..................................................................... 82
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Saving a template............................................................................. 83
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Deleting a template........................................................................... 83
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Publishing a template ........................................................................ 83


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Exporting a template......................................................................... 84
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Importing a template......................................................................... 84
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Viewing template cost data ................................................................ 85


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Creating and managing workflows .................................................................. 86


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Adding a workflow ................................................................................. 87


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Selecting a workflow to add ..................................................................... 88


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Workflows Edit tab .................................................................................. 89


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Workflows Ordering tab .......................................................................... 89


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Workflows Summary tab .......................................................................... 90


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Learning check ...............................................................................................91


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IO — Troubleshooting
Objectives ...................................................................................................... 1
Troubleshooting IO .......................................................................................... 2
Troubleshooting information........................................................................ 3

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IO Administrative Console ................................................................................ 4

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IO self-service portal ........................................................................................ 5

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IO configuration file......................................................................................... 6

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Correcting a failed server deployment ................................................................ 8

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Common issues ............................................................................................... 9

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Setting the logging configuration ................................................................ 9

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Verifying the CMS configuration ....................................................................... 11

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Checks provided with IOAssist ...................................................................12

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Using sbapi ...................................................................................................14

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Using lsmutil ..................................................................................................15

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Learning check ...............................................................................................16

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Contents

Answers
HP Converged Infrastructure Components ........................................................... 1
HP Matrix OE ................................................................................................. 3
IO Configuration ............................................................................................. 4

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Using IO ........................................................................................................ 5

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IO — Troubleshooting ...................................................................................... 7

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BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

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viii Rev. 11.11


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Module

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Objectives

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After completing this module, you should be able to:

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Identify current infrastructure management challenges of HP customers

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Define the HP Converged Infrastructure concept

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Identify HP Converged Infrastructure components

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Rev. 11.11 1
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HP Converged Infrastructure Solutions Software v11.11

Infrastructure challenges
As chief executive officers (CEOs) continue their organizational and financial
restructuring and prepare for new major regulations, their focus is on sustaining and

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steadying top-line growth, striving for excellence in execution, and driving toward

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new profit goals. Chief information officers (CIOs), on the other hand, must be

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prepared to “take the CEO hand-off” and deliver significant cost reduction. This

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means possibly even canceling some major projects no longer aligned with survival

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and dealing with unexpected acquisitions and divestitures.

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HP research shows that many CIOs believe that business cycles will continue to be

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unpredictable, business and IT approaches need to be more flexible, and innovation

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is critical to success. As new delivery models such as cloud computing emerge,

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customers are looking for new ways to reduce cost and extract more value from their

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infrastructure investments.

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IT sprawl is taking business to the breaking point

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A sprawling infrastructure with silos


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Many businesses are at the breaking point because of IT sprawl. Resources are
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tangled up in legacy application and architecture silos that often require a dedicated
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infrastructure.
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2 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Components

By many estimates, most organizations are spending the majority of their IT budgets
on operational costs associated with IT sprawl while business innovation has been
throttled down:
 Operations and maintenance: 70% of budget

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 Rigid and aging infrastructure

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 Application and information complexity

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 Inflexible business processes

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Business innovation: 30% of budget

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 Time to revenue

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 Cost of lost time, effort, and opportunity

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 Unpredictable business cycles

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Early attempts at integration and convergence produced limited results, in part

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because of immature technologies and partial solution sets that made it expensive

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and time-consuming. The days of randomly adding and patching together individual

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and costly technology assets is over for those companies that want to compete more
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HP is making it possible to achieve the full promise—the ability to break down costly
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and inefficient silos, virtualize end-to-end, automate error-prone manual processes,


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and tighten management control—for true IT and business transformation. This is why
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convergence has emerged as the top industry movement. It brings everything into a
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simpler and manageable light, with broad-reaching benefits that can be realized
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today.
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In simple terms, infrastructure convergence breaks down costly and inefficient silos so
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that automation and virtualization become pervasive. This new environment enables
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tighter, more efficient management and risk control.


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Convergence requires evolving the infrastructure from a product-centric approach to a


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service-centric management approach to simplify IT and accelerate business results.


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For most IT organizations, this evolution will lead them to the optimum converged
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infrastructure: The matching of IT resource supply with the demand for business
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applications, providing the time and resources for innovation for both IT and the
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business.
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Infrastructure management challenges


Flexibility
Less than 20% of companies can confidently

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scale IT delivery to meet business demands*

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Mistakes

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60% of unplanned outages result

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from human error

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Virtualization

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100% increase in virtual machines by 2012*

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Three current infrastructure challenges

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HP customers have identified the following infrastructure management challenges:

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Flexibility — Fewer than 20% of companies can confidently scale IT delivery up

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or down to meet new business demands, according to an HP CIO survey


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conducted in 2009. There is a relentless demand for IT to meet changing
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business needs. The technology infrastructure has become the business
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infrastructure; it needs to adapt and grow just like the business. IT administrators
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are under tremendous pressure to deliver better services, faster.


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 Mistakes — Industry estimates are that 60% of unplanned outages result from
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human error.
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 Virtualization — The HP CIO survey conducted in 2009 indicated that the


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number of virtual machines in use will increase 100% by 2012.


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The sales professional must be aware of these challenges. You must be able to help
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your customers unlock the potential that their infrastructures hold to overcome these
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challenges and to move on to the next-generation data center.


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Typical IT process example

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Typical inefficient service delivery example
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In sprawling organizations, provisioning a new application infrastructure requires a
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series of steps and meetings that complicate what could be a simpler process. The
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preceding graphic illustrates the inefficient process, which can takes weeks or months
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to complete. This process typically involves reviews and approvals, meetings and
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more meetings, plus the unpacking and implementation of the systems.


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The graphic in the bottom left corner reflects the siloed nature of data center teams
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that must coordinate the build process across servers, network, storage, and facilities.
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The meetings, hand-offs, and wait times between teams are just one aspect of the
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complexity in the overall provisioning process. Sometimes the process can be


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derailed, requiring a return to the starting point and creating further delays.
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Traditional data centers are built around an aging architecture, which impacts
organizational structures and processes. These infrastructures are hard-wired, racked,
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and stacked with limited technologies and tools.


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The day-to-day issues include a lack of standardization that impedes automation and
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governance. As a result, different systems require different processes to build and


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manage the infrastructure. It can take weeks to implement new application


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infrastructure and bring new services online. IT consolidation and migration projects
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take too long, requiring meetings and wait times as process steps are coordinated
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and handed off from one team to another.


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In addition, lifecycle management capabilities are typically limited, manual, and


labor-intensive. From a cost perspective, provisioning and maintenance are too high,
along with power and cooling. Processors, memory, network, disk I/O, and power
resources are underutilized and over-provisioned for peak workloads. Stale virtual
machines persist undetected, consuming resources. And in the event of failure,

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application recovery can be expensive and slow.

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As each area of a company must undergo organizational and process changes to

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improve efficiency, so too must the infrastructure. Virtualization can help to some

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degree, but it is not the complete solution.

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Solve complexity and transform with a converged infrastructure

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Benefits of automated provisioning

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The goal of HP is to make complex infrastructure provisioning, modification, and

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ongoing management simple. In a shared services view, modular resources are

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virtualized, pooled, and shared. Application service requests can be made from

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templates in a service catalog by means of a common portal, and a single
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administrator can initiate a change. Approvals can happen faster, and resource
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allocation and provisioning are automated and integrated with core IT processes to
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ensure proper change management and compliance.


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In the preceding graphic, the top row shows the streamlined process of automatically
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provisioning complex infrastructure with shared services. Contrast this with the time-
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intensive, manual series of process steps illustrated in the previous graphic. HP


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significantly compressed the process to a few steps:


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1. The business unit selects an application.


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a. The application owner chooses from a service catalog at the self-service


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portal.
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b. The best-practice application infrastructure template (either provided by HP


or custom-built by an application designer) dictates resource requirements.
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c. The tool determines the availability of resources from the pool. The cost is
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also reflected here.


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2. The request goes through change management and compliance approvals.


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3. Automated provisioning of resources occurs (network, storage, and server).


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A converged infrastructure accelerates service delivery and provides the most efficient
use of IT resources and staff time. With an HP Converged Infrastructure model, your
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customers can enable self-service IT with lifecycle management that supports


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compliance and governance processes.

Rev. 11.11 7
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Converged Infrastructure delivered

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Converged Infrastructure architecture
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A converged infrastructure is the optimal architecture of virtual pools of servers,


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storage, and networking to run applications. An HP Converged Infrastructure model


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is currently defined by four aspects, as shown in the preceding graphic.


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Infrastructure operating environment (HP Matrix Operating


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Environment)
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The infrastructure operating environment refers to an ability to automate the


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provisioning and recovery of resources within a pool from both the provider side and
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the requester side. It transforms highly customized manual processes and tools unique
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to each application and component into a shared, standardized environment that


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accelerates time to service delivery.


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An infrastructure operating environment helps to automate infrastructure lifecycle


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management by:
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 Optimizing and automating the management of the resource pools and the
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IT roles associated with provisioning


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Consuming resources from these pools, while operating in compliance with core
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business, security, and regulatory policies


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It enables an organization to provision infrastructure service in minutes, optimize


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infrastructure confidently, and protect continuity of services.

8 Rev. 11.11
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HP Converged Infrastructure Components

FlexFabric
With the HP FlexFabric, network connections and capacity can be fully virtualized
from the edge to the core. This capability enables businesses to deliver network-as-a-
service wire connections once and to freely move applications across or between

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servers or even across or between data centers. It creates a new balance by

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combining the best standards-based networking technologies with a new modular

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architecture that optimizes the full range of virtualization capabilities.

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The FlexFabric enables your customers to meet business requirements for low total

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cost of ownership (TCO), faster time to service, and critical requirements for IT

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governance and compliance. The result is:

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 Greatly improved business agility

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Predictable performance to support the most demanding application workloads

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 Reduced capital and operational costs with assured investment protection

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Virtual resource pools

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HP virtual resource pools are created from purpose-built systems to enable adaptive,

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shared capacity that can be combined, divided, and repurposed to match any
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application demand faster and more efficiently.
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HP customers can now meet the unique, dynamic requirements of a shared-services


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model by maximizing the scalability, flexibility, and utilization of resources through a


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common pool of adaptive and virtualized resources based on standards. The


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resources can be optimized for all types of enterprise, cloud, and High Performance
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Computing (HPC) applications.


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The result is:


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 Increased total resource utilization


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Greater resiliency and flexibility to support any application on any resource


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 Higher levels of automation that increase productivity


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Investment protection through simplified integration


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 Ability to effectively enable a fully orchestrated infrastructure operating


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environment
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Data Center Smart Grid


The HP Data Center Smart Grid creates an intelligent, energy-aware environment
across IT and facilities to optimize energy use, reduce energy costs, and reclaim
facility capacity. For the first time, businesses can accurately visualize and control

d.
data center energy use and environmental impact in real time across the entire data

ite
ib
center, enabling them to take action based on accurate data.

oh
The result is:

pr
is
 Increased data center capacity and lifespan

n
io
 Lower costs required to power and cool IT

s
is
Improved reliability by optimizing IT efficiency

m

er
Greater insight and control over energy

tp

ou
ith
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pa
i n
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10 Rev. 11.11
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Converged Infrastructure advantage

d.
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s
is
m
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ou
ith
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Converged Infrastructure components working together
i n
or
The HP Converged Infrastructure strategy helps your customers to devote more of their
e

IT budget to innovation for core business needs and spend less on operations and
l
ho

maintenance, resulting in business and IT outcomes that matter. This means it enables
w

faster time to revenue, lowers implementation and operations costs, increases


in

flexibility to adapt to business change, and reduces risk.


n
tio

Other benefits of a Converged Infrastructure model include:


c
du

Unleashes the potential of an infrastructure — A converged infrastructure is:


ro


ep

 Simplified — Reduces cost and increases the speed of change through


.R

simplified implementation and management


ly
on

 Optimized — Delivers higher quality service that is also faster by optimizing


se

utilization, availability, and performance


u

 Open — Ensures easier implementation and investment protection with


er
ld

broader choice through open standards and connectivity


ho

Is only achievable through an HP architectural approach — The architecture


ke

includes the HP infrastructure operating environment, HP FlexFabric, HP virtual


a
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resource pools, and the HP Data Center Smart Grid.


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 Has differentiating technologies engineered for convergence — Featured


technologies include:
 HP Insight software such as HP Insight Dynamics (also known as Matrix
Operating Environment)

d.

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HP networking and management

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 HP Virtual Connect with FlexFabric Solution

oh
pr
 Data Center Connection Manager

is
 HP BladeSystem solutions

n
sio
 HP ProLiant servers

is
m
 HP Integrity servers and HP Integrity Superdome 2

er
tp
 HP StorageWorks FC and iSCSI storage solutions

ou
 HP StorageWorks SAN Virtualization Services Platform

ith
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 HP Thermal Logic technology

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 HP Data Center Environmental Edge technology
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HP Converged Infrastructure detail

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HP Converged Infrastructure components

ith
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HP customers have been asking for a blueprint for the data center of the future, one

rt
that helps them eliminate silos and integrate multiple vendor technologies into pools

pa
of interoperable resources so they can deliver operational flexibility as business
n
needs change. A Converged Infrastructure strategy tackles these problems by
i
or
simplifying, integrating, and automating technology.
l e
ho

These customers want less complexity and more efficiency in their IT operations and
w

across their network infrastructures. HP is the only company that can deliver a single,
in

common, modular architecture across the data center from x86 to HP Integrity
n

Superdome 2. This means that companies can use the same architecture to run and
c tio

manage multiple workloads across servers, storage, and networking. This


du

significantly reduces complexity, resource requirements, and costs.


ro
ep

Important
.R

! HP is the only vendor with the intellectual property and investments across
ly

servers, storage, networking, power and cooling, and management to do this


on

convergence correctly. It is the culmination of all that the HP Enterprise Servers,


se

Storage, and Networking (ESSN) group provides.


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Over the last decade, the increase in the number of applications and underutilized
servers has been one of the biggest drivers of IT sprawl. Moving forward, servers
must be designed to enable clients to easily move applications and data as compute
resources become available to accommodate changing workloads. Beyond the
power of the processor, servers must maximize efficiency, simplify operations, and

d.
ite
deliver automated intelligence that makes them practically maintenance free.

ib
Only HP delivers servers that are optimized for dynamic, service-oriented, and highly

oh
virtualized environments. Offered as common building blocks for a converged

pr
infrastructure, HP servers set the standard in ease of management, energy efficiency,

is
n
and return on investment.

sio
For over four years, HP has been implementing three key strategies for delivering a

is
m
converged infrastructure to meet the needs of IT to be able to simultaneously improve

er
efficiencies and agility of service.

tp
ou
The three key strategies are:

ith
 Consolidate — Through consolidating server, storage, networking, and

w
software—as HP does with BladeSystem—customers realize significant savings in

rt
pa
acquisition costs as well as ongoing operational expense. Consolidation also
sets the stage for being able to optimize across the fuller range of infrastructure,
i n
or
including facilities management of power and cooling.
e

Virtualize — Once consolidated, virtualization is key to enabling the flexibility to


l
ho

pool and share server, storage, network, and power for greater resource
w

efficiency and flexibility. HP’s Virtual Connect virtualizes server, storage,


in

network, and power resources.


n
tio

Automate — Lastly, automation, as enabled with Insight Software, simplifies a


c


du

routine task (along with increasingly complex tasks) which saves times, increases
ro

agility and frees-up resources for chasing the next higher return on investment
ep

(ROI) project.
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Converged Infrastructure attributes

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s
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Five characteristics of an HP Converged Infrastructure model

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ou
The HP Converged Infrastructure is all about smarter, more efficient data center

ith
usage. Delivered by the breakthrough HP Converged Infrastructure architectural

w
framework, the supply of IT resources can better meet business demand in an optimal

rt
pa
way.

n
Based on modular system design, open standards, and with integration by design,
i
or
the HP architectural model provides a base blueprint by which customers can
l e

implement convergence at their own pace. They can take their current investments
ho

into the future. This blueprint is based on five core attributes:


w
in

 Virtualized — Virtualization is broadly used in HP Total Care solutions in support


n

of the design principles of simplicity and affordability. When you virtualize all
c tio

your resources (servers, storage, networking, and power and cooling) by


du

separating applications from the underlying hardware, it is easier and faster to


ro

adjust them to match changing needs.


ep
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 Resilient — With fully virtualized resources, mission-critical resiliency has to be


ly

built into the hardware, software, and operating environment. The baseline of
on

availability must be higher, and disaster recovery capability must be standard.


se

Resiliency is enabled through various HP products, including the:


u
er

 Power, cooling, and interconnect capabilities of the HP BladeSystem c-Class


ld

enclosures
ho
ke

 Redundant NICs, power supplies, fans, and RAID of server solutions


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 HP StorageWorks data protection solutions


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 Virtualization bundles for high availability in medium-to-large businesses


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and enterprises
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 Orchestrated — Tight orchestration means that the infrastructure is driven by


policies and service level agreements, has centralized management of the
resource pool (including power consumption), and has highly automated
workflows so the environment can be scaled up or down based on the needs of
each application. More complex businesses and many enterprises can use the

d.
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HP Insight software suites to better orchestrate their infrastructure components

ib
and service delivery.

oh
Optimized — A converged infrastructure uses policies to optimize itself for any

pr

workload, whether it runs on a physical or virtual machine, continuously

is
n
matching resources to application demands.

sio
Modular — The converged infrastructure offerings from HP are based on

is

m
modular design principles and open, interoperable standards. Every HP

er
customer gains the ability to repurpose, extend, and scale for faster time to value

tp
for new or updated business services.

ou
ith
No competitor is addressing all five of these areas like HP is. Recommend these

w
criteria to customers who are comparing convergence strategies from HP and its

rt
competitors.

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16 Rev. 11.11
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Bringing it all together

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Converged Infrastructure capabilities

ith
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Infrastructure convergence is the direction in which the industry and HP have been

rt
pa
moving for years, and where customers need to go right now. This is why HP is
leading the charge to help customers implement a Converged Infrastructure strategy.
i n
or
For customers to gain the true value of convergence, several areas must come
e

together in the most purposeful way:


l
ho
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 Intellectual property
in

Open integration with partners


n


tio

Proven expertise to bring it all together


c


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A converged infrastructure involves the complete portfolio of HP innovation that has


ro

been developed in-house and designed for convergence from the start. Your
ep

customers can build on what they already have—this is not a rip-and-replace


.R

strategy. HP implementation options include on-premise, outsourced, cloud, or a


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hybrid of all three.


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HP Converged Infrastructure Components

The FCoE switch portfolio includes:


 HP StorageWorks 2408 Converged Network Switch — Simplifies IT
environments and reduces operational costs by supporting converged SAN and
LAN traffic

d.
HP Nexus 5000 Converged Network Switch — Reduces operational costs

ite

ib
including maintenance, real estate, and IT capital expense, and it reduces the

oh
carbon footprint of the data center by reducing power consumption and cooling

pr
requirements

is
Multipurpose and specialty switches — Multipurpose and specialty switches

n

io
leverage extension technology, which improves the disaster-tolerance and

s
is
recovery capabilities of a company by enabling high-performing data

m
replication and archiving solutions over an IP network, regardless of distance.

er
tp
These devices offer integrated Fibre Channel over IP (FCIP) SAN extension with

ou
unique routing capabilities that isolate faults, thus enabling exceptional network

ith
stability.

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HP Converged Infrastructure components — Networking

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Current ProCurve offering


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HP offers a full range of networking devices from the ProCurve family:


in

Advanced — For customers with large, complex deployments seeking advanced,


n


tio

full featured networking technology to drive competitive advantage with lower


c

TCO
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Essential — For customers seeking essential proven technology that is affordable


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and easy to use and provides scalability for future needs


.R

Value — For value-conscious customers seeking reliable and easy-to-use


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connectivity solutions
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 Security — For companies that require world-class network security solutions to


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proactively stop threats and maintain business continuity


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HP Converged Infrastructure components — Virtual Connect


The Virtual Connect portfolio consists of several models with different capabilities.

HP 1/10Gb-F Virtual Connect Ethernet module

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s
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HP 1/10Gb-F Virtual Connect Ethernet module

er
tp
For customers who need to simplify and make their data centers change-ready, the

ou
HP 1/10Gb-F Virtual Connect Ethernet Module for c-Class BladeSystem provides the

ith
simplest, most flexible connection to networks. The Virtual Connect Ethernet Module

w
is a new class of blade interconnect that simplifies server connections by cleanly

rt
separating the server enclosure from LAN. It simplifies networks by reducing cables

pa
without adding switches to manage, and it enables you to change servers in minutes,
not days. i n
or
e

The HP 1/10Gb-F Virtual Connect Ethernet Module for c-Class BladeSystem is similar
l
ho

to the 1/10Gb Virtual Connect Ethernet module, but it offers optical uplinks.
w

HP Virtual Connect Flex-10 10Gb Ethernet module


in
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HP Virtual Connect Flex-10 10Gb Ethernet module


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ho

Also for customers who need to simplify and make their data centers change-ready,
ke

the HP Virtual Connect Flex-10 10Gb Ethernet Module for c-Class BladeSystem is the
a

simplest, most flexible connection to networks. This module is a new class of blade
St

interconnect that simplifies server connections by cleanly separating the server


&L

enclosure from LAN. It simplifies networks by reducing cables without adding


C

switches to manage, enables you to change servers in minutes rather than days, and
P
H

tailors network connections and speeds based on application needs.


HP Flex-10 technology significantly reduces infrastructure costs by increasing the
number of NICs per connection without adding extra blade I/O modules and
reducing cabling uplinks to the data center network.

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Virtual Connect FlexFabric 10Gb/24-port module

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Virtual Connect FlexFabric10Gb/24-port module

is
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HP Virtual Connect FlexFabric 10Gb/24-port modules are the simplest, most flexible

s
way to connect virtualized server blades to data or storage networks. This one

is
m
device, which converges traffic inside enclosures and directly connects to external

er
LANs and SANs, helps to eliminate up to 95% of network sprawl at the server edge.

tp
ou
Using Flex-10 technology with FCoE and accelerated iSCSI, these modules converge

ith
traffic over high-speed 10Gb connections to servers with HP FlexFabric Converged

w
Network Adapters (HP NC551i/m or HP NC553i Dual Port FlexFabric 10Gb CNAs).

rt
Each redundant pair of Virtual Connect FlexFabric modules provides eight adjustable

pa
connections (six Ethernet and two Fibre Channel, six Ethernet and two iSCSI, or eight
Ethernet) to dual 10Gb server port FlexFabric CNAs. i n
or
e

Virtual Connect FlexFabric modules avoid the confusion of traditional and other
l
ho

converged network solutions by eliminating the need for multiple Ethernet and Fibre
w

Channel switches, extension modules, cables, and software licenses. Also, Virtual
in

Connect wire-once connection management is built-in, enabling server adds, moves,


n
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and replacements in minutes instead of days or weeks.


c
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FlexFabric features include:


ro

Sixteen 10Gb Ethernet downlinks to server blade NICs and CNAs


ep


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 Each 10Gb downlink supports up to three FlexNICs and one FlexHBA or


ly

four FlexNICs.
on

 Each FlexHBA can be configured to transport over FCoE/CEE or the


se

Accelerated iSCSI protocol.


u
er

 Each FlexNIC and FlexHBA is recognized by the server as a PCIe physical


ld
ho

function device with adjustable speeds from 100Mb to 10Gb in 100Mb


ke

increments.
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 Four SFP+ external uplink ports configurable as either 10Gb Ethernet or


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2/4/8Gb auto-negotiating Fibre Channel connections to external LAN or SAN


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 Four SFP+ external uplink ports configurable as 1/10Gb auto-negotiating


Ethernet connected to external LAN switches
 Eight 10Gb SR, LR fiber, and copper SFP+ uplink ports (four ports also support
10Gb LRM fiber SFP+)

d.
 Extended list of direct attach copper cable connections supported

ite
ib
Two 10Gb internal cross-connects for redundancy and stacking

oh

pr
 HBA aggregation on Fibre Channel configured uplink ports using ANSI T11

is
standards-based N_Port ID Virtualization (NPIV) technology

n
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 Ability for up to 255 virtual machines running on the same physical server to

s
is
access separate storage resources

m
er
 Up to 128 VLANs supported per Shared Uplink Set

tp
Low latency throughput (1.2 μs Ethernet ports and 1.7 Ethernet or Fibre Channel

ou

ports) that provides switch-like performance

ith
w
 Line rate, full-duplex 240Gbps bridging fabric

rt
pa
 Maximum transmission unit (MTU) up to 9216 bytes – Jumbo Frames
 i n
Configurable up to 8,192 media access control (MAC) addresses and
or
1,000 IGMP groups
l e
ho

 VLAN tagging, Pass-Thru, and Link Aggregation supported on all uplinks


w

Ability to stack multiple Virtual Connect FlexFabric modules with other


in

VC FlexFabric, VC Flex-10, or VC Ethernet Modules across up to four


n
tio

BladeSystem enclosures, allowing any server Ethernet port to connect to any


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Ethernet uplink
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HP Virtual Connect 4Gb Fibre Channel module

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is
n
HP Virtual Connect 4Gb Fibre Channel module

sio
is
The new HP Virtual Connect 4Gb Fibre Channel module expands on existing Virtual

m
er
Connect capabilities. It allows up to 128 virtual machines running on the same

tp
physical server to access separate storage resources. Provisioned storage resources

ou
are associated directly to a specific virtual machine—even if the virtual server is

ith
reallocated within the BladeSystem solution.

w
rt
Storage management is no longer constrained to a single physical host bus adapter

pa
(HBA) on a server blade. SAN administrators can now manage virtual HBAs with the
same methods and viewpoint as for physical HBAs. i n
or
The HP Virtual Connect 4Gb Fibre Channel module for the c-Class BladeSystem is the
l e
ho

simplest, most flexible connection to SAN fabrics. This module simplifies server
w

connections by cleanly separating the server enclosure from the SAN and simplifies
in

SAN fabrics by reducing cables without adding switches to the domain. It enables
n

you to change servers in minutes, not days.


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HP Virtual Connect 8Gb 20-Port Fibre Channel module

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is
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HP Virtual Connect 8Gb 20-Port Fibre Channel module

s
is
m
The new HP Virtual Connect 8Gb, 20-port Fibre Channel module offers enhanced

er
Virtual Connect capabilities, enabling up to 128 virtual machines running on the

tp
same physical server to access separate storage resources. Provisioned storage

ou
resources are associated directly to a specific virtual machine—even if the virtual

ith
server is reallocated within the BladeSystem.

w
rt
Storage management of virtual machines is no longer limited by the single physical

pa
HBA on a server blade. SAN administrators can now manage virtual HBAs with the
same methods and viewpoint as for physical HBAs. i n
or
The HP Virtual Connect 8Gb 20-port Fibre Channel Module for the c-Class
l e
ho

BladeSystem is the simplest, most flexible connection to SAN fabrics. This module
w

simplifies server connections by cleanly separating the server enclosure from SAN
in

and simplifies SAN fabrics by reducing cables without adding switches to the
n

domain. It enables you to change servers in minutes, not days.


ctio
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HP Virtual Connect 8Gb 24-Port Fibre Channel module

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HP Virtual Connect 8Gb 24-Port Fibre Channel module

sio
is
Key features of the HP Virtual Connect 8Gb 24-Port Fibre Channel module include:

m
er
 Eight 2/4/8Gb auto-negotiating Fibre Channel uplinks connected to external

tp
SAN switches

ou
ith
 Two Fibre Channel SFP+ transceivers included with the Virtual Connect Fibre

w
Channel module

rt
pa
 Sixteen 1/2/4/8Gb auto-negotiating Fibre Channel downlink ports that provide
maximum HBA performance
i n
or
 HBA aggregation on uplink ports using ANSI T11 standards-based NPIV
e

technology
l
ho
w

 Ability for up to 255 virtual machines running on the same physical server to
in

access separate storage resources


n
tio

 Extremely low latency throughput that provides switch-like performance


c
du

This module is compatible with current releases of ProLiant and Integrity c-class server
ro

blades supporting the QLogic QMH2462 4Gb FC HBA and QMH2562 8Gb FC
ep

HBA or the Emulex LPe1105-HP 4Gb HBA and LPe1205 8Gb HBA.
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Virtual Connect FlexFabric

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s
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ou
ith
Virtual Connect FlexFabric architecture

w
The Virtual Connect FlexFabric has 16 individually configurable downlink ports:

rt
pa
 10Gb Ethernet, Flex-10, Flex-10/FCoE, Flex-10/iSCSI
i n
Two 10Gb cross-links between adjacent FlexFabric modules
or

e

Management interfaces to the HP Onboard Administrator (Ethernet, RS232,


l
ho

and I²C)
w
in

Characteristics of the first four configurable uplink ports include:


n
tio

 They are individually configurable as Fibre Channel or Ethernet.


c
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 Ethernet: 10Gb (only)


ro


ep

Fibre Channel: 2, 4, or 8Gb


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 Fibre Channel uplinks are N_Ports, just like legacy VC-FC module uplinks.
ly
on

 Stacking is supported for Ethernet only (FCoE is planned as a future upgrade).


se

Characteristics of the next four Ethernet uplink ports include:


u
er

 Ethernet only (1/10Gb)


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 SFP+ SR/LR/ELR/LRM/Copper DA
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 Support for Ethernet stacking only (future upgrade for FCoE)


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FlexFabric adapter features

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Default LOM on BL460c G7

is
n
FlexFabric adapters offer the following features:

io
s
is
 Type I mezzanine, generation 2 x8 PCIe, 7–9W, full 10G bandwidth

m
er
 Full Flex-10 support when connected to Virtual Connect Flex-10 or FlexFabric

tp
modules:

ou
 Supports SmartLink on a per-FlexNIC basis

ith
w
 Supports dynamic bandwidth allocation that does not require server reboots

rt
pa
 To the operating system, FCoE looks like a standard Fibre Channel PCIe function
 i n
The same off-the-shelf drivers manage the FCoE function of the FlexFabric
or
adapter as the native Fibre Channel HBAs in the same server.
l e
ho

 When connected to the Virtual Connect FlexFabric module, the operating


w

system reflects the bandwidth allocation assigned by Virtual Connect


in

Manager.
n
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 Fibre Channel SAN boot is supported by the FCoE physical function of the
c
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FlexFabric adapter.
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Example of BL460c G7 LOM configured for VC FlexFabric


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FlexFabric adapter iSCSI features


FlexFabric adapters offer the following iSCSI features:
 iSCSI PCIe function support based on the “SCSI HBA Model”

d.
 iSCSI protocol processing offloaded from the operating system to the

ite
adapter not only for TCP/IP protocol processing but also full offload of

ib
oh
iSCSI protocol processing

pr
 No need for a software iSCSI initiator in the operating system; reduces

is
processor utilization

n
io
 To the operating system, the adapter looks like any other SCSI-based HBA

s
is
m
 Support for up to 128 iSCSI targets per iSCSI function

er
tp
 Centralized boot parameter management provided by Virtual Connect

ou
 Primary and secondary iSCSI boot path support per FlexFabric adapter

ith
w
 9K Jumbo Frame support

rt
pa
i n
or
l e
ho
w
in
n
ctio
du
ro
ep
.R
ly
on
use
er
ld
ho
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Rev. 11.11 39
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HP Converged Infrastructure Solutions Software v11.11

Flex-10 adapter mapping with VC Flex-10 and FlexFabric modules

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
Flex-10 cards used with VC Flex-10 or VC FlexFabric

ou
ith
When Flex-10 cards (mezzanine or embedded) are used with VC Flex-10 or VC Flex

w
Fabric modules, only the Flex-10 feature is available. This means that each port is

rt
presented as four independent ports with customizable bandwidth.

pa
Flex-10 adapter mapping with FlexFabric modules i n
or
l e
ho
w
in
n
c tio
du
ro
ep
.R
ly
on
se

FlexFabric cards used with VC Flex-10 or VC FlexFabric


u
er

When FlexFabric adapters are used with VC FlexFabric modules, the second physical
ld
ho

function can be Ethernet, FCoE, or iSCSI, but it absolutely must have the same
ke

personality between ports 1 and 2 on the same FlexFabric adapter.


a
St
&L
C
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40 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Components

Example of a VC Server Profile using FlexFabric

d.
ite
ib
oh
pr
is
n
io
s
is
m
er
tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in
n
c tio
du
ro
ep
.R
ly
on
se
u
er

Example of a VC Server Profile using FlexFabric


ld
ho
ake
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&L
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Rev. 11.11 41
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

HP Converged Infrastructure components — Power and cooling

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in
n
c tio
du
ro

Modular Cooling System G2


ep
.R

Power and cooling solutions are vital part of any Converged Infrastructure
implementation. Currently, power consumption can become a big problem in large
ly
on

data centers.
se

HP offers some technologies that can help to reduce power and cooling costs and
u

increase the capacity of a data center. These technologies include:


er
ld

Modular Cooling System G2


ho


ke

 Thermal Logic and other blade technologies like Dynamic Power Capping
a
St

Insight Control can also be used to manage power settings in the data center.
&L
C
P
H

42 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Components

Learning check
1. List the three infrastructure management challenges identified in this module.
.................................................................................................................

d.
ite
.................................................................................................................

ib
.................................................................................................................

oh
pr
2. Organizations typically spend ___ of their budget on operations and

is
maintenance and ___ is left for business innovation.

n
io
.................................................................................................................

s
is
m
3. In a shared services view, modular resources are ___________, ___________,

er
and shared.

tp
ou
.................................................................................................................

ith
4. A converged infrastructure is the optimal architecture of virtual pools of

w
________________, ________________, and ________________ to run

rt
pa
applications.

n
.................................................................................................................
i
or
5. HP is the only vendor with the intellectual property and investments across
l e
ho

servers, storage, networking, power and cooling, and management to do this


w

convergence correctly.
in

 True
n
tio

 False
c
du
ro
ep
.R
ly
on
u se
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Rev. 11.11 43
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

6. Match the HP Converged Infrastructure aspect to its description.

a. Enables network connections ......... Infrastructure operating


and capacity to be fully environment
virtualized from the edge to the

d.
core

ite
ib
b. Created from purpose-built ......... Data Center Smart Grid

oh
systems to enable adaptive,

pr
shared capacity that can be

is
combined, divided, and

n
io
repurposed to match any

s
is
application demand

m
er
c. An ability to automate the ......... FlexFabric

tp
provisioning and recovery of

ou
resources within a pool from

ith
both the provider-side and the

w
requester-side

rt
pa
d. Creates an intelligent, energy- ......... Virtual resource pools
aware environment across IT i n
or
and facilities to optimize and
e

reduce energy use, reclaim


l
ho

facility capacity, and reduce


w

energy costs
in
n
tio

7. Which Virtual Connect (VC) module supports FCoE?


c
du

a. VC 1/10Gb-F
ro
ep

b. VC Flex-10
.R

c. VC FlexFabric
ly
on

d. VC-FC 8Gb 24-port


u se
er
ld
ho
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44 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Matrix OE
Module

d.
Objectives

ite
ib
oh
After completing this module, you should be able to:

pr
Describe HP Matrix Operating Environment (Matrix OE - Insight Dynamics)

is

infrastructure orchestration

n
io
s
 Explain how orchestration helps to automate the deployment of infrastructure

is
services

m
er
tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in
n
ctio
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.R
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Rev. 11.11 1
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

HP Matrix OE overview
HP Matrix OE (Insight Dynamics) is a single toolkit to accelerate complex IT projects,
simplify daily operations, and proactively manage data center capacity and power.

d.
Providing advanced infrastructure management, Matrix OE builds on HP Insight

ite
Control, delivering a powerful and single integrated-by-design toolkit to accelerate

ib
oh
complex IT projects and simplify daily operations. By continuously analyzing and

pr
optimizing an infrastructure, Matrix OE can reduce the cost of common data center

is
tasks up to 40%.

n
io
Matrix OE includes capacity planning, configuration management, and all the

s
is
functionality of Insight Control. It also includes infrastructure orchestration capabilities

m
for automated design and provisioning and recovery management for disaster

er
recovery capabilities.

tp
ou
HP Matrix OE for advanced infrastructure management

ith
w
rt
pa
i n
or
l e
ho
w
in
n
c tio
du
ro
ep
.R
ly
on

HP Matrix OE (Insight Dynamics)


se

The newest Matrix OE software enables enterprise customers to instantly adjust to


u

dynamic business demands. They can:


er
ld

Provision infrastructure in minutes with automated activation of servers, storage,


ho

and networking
a ke

Optimize infrastructure confidently with built-in capacity planning and


St

rebalancing tools
&L
C

 Protect continuity of services with automated, cost-effective failover


P
H

2 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Matrix OE

Matrix OE functionality is available for the HP ProLiant and HP Integrity platforms


and environments that mix the two platforms.

Matrix OE product features

d.
Key features of HP Matrix OE include:

ite
Capacity planning

ib

oh
 Capacity Advisor component that enables detailed server capacity and

pr
power planning

is
n
 Smart Solver technology that collects and analyzes historical data across

sio
thousands of variables on virtual and physical resources

is
m
 Five-star ratings that make it easy to identify best-fit candidates for

er
workloads

tp
ou
 Automatically generated Plans for consolidation and load balancing

ith
 Estimation of the power consumption of different configurations

w
rt
 Support for HP BladeSystem, ProLiant, and Integrity servers

pa
 Configuration management
i n
or
 Virtualization management that visualizes physical and virtual infrastructure
l e

for BladeSystem, ProLiant, and Integrity servers


ho
w

 Ability to manage physical and virtual servers in the same way


in
n

 Infrastructure orchestration
c tio

 Ability to visually design infrastructure services


du
ro

 The visual drag-and-drop design tool makes it easy for an infrastructure


ep

or application architect to configure required infrastructure components.


.R

 You can capture requirements for servers, storage, and networking into
ly

a template. Templates can include multiple servers, which can be a mix


on

of physical and virtual.


use

 Templates can be saved as ”best practices“ and published to a library.


er
ld

 Templates are automatically validated by the design tool to ensure the


ho

template is viable.
ake
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Rev. 11.11 3
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

 Automated provisioning through a self-service portal


 Using the web-based self-service portal, users such as application
teams can request infrastructure services from a template library, based
on their user role.

d.
After approval, the requested infrastructure service is automatically

ite

ib
provisioned from an available pool of resources. Users can view the

oh
status and progress of their requests.

pr
 Lease periods enable requestors to specify a time at which resources

is
can be returned to the resource pools.

n
sio
 This capability supports ProLiant and Integrity server blades for physical

is
m
server provisioning and VMware ESX and Microsoft Hyper-V hosts for

er
virtual server provisioning.

tp

ou
Ability to integrate and automate with workflow automation

ith
 Is powered by HP Operations Orchestration software, a proven

w
workflow automation tool

rt
pa
 Enables integration with existing management processes and tools such
n
as trouble ticket systems through a library of available connectors
i
or
 Enables you to create custom workflows with visual designer to
l e
ho

automate pre- and post-provisioning tasks


w

 Ability to extend HP Matrix OE with HP Software solutions


in
n

 Integrates with HP Server Automation software for more comprehensive


tio

server lifecycle management, including patch and compliance


c
du

management, application provisioning, and HP and third-party server


ro

operating system provisioning


ep

Enables you to upgrade to the complete HP Operations Orchestration


.R


products for comprehensive automation of incident resolution, change
ly
on

orchestration, and routine maintenance tasks in the data center


u se
er
ld
ho
a ke
St
&L
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4 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Matrix OE

 Recovery management
 Provides disaster recovery with the push of a button
 Automates disaster recovery.

d.
 Simple graphical user interface (GUI)-based configuration tools enable

ite
easy creation of recovery profiles based on primary profile information.

ib
oh
 Coordination of system resources with storage resources ensures

pr
coordinated recovery actions.

is
 Recovery is initiated at a remote location with a single action, resulting

n
io
in the remote location becoming fully active.

s
is
 Site ”role-reversal” allows for the remote site to become the primary

m
er
site, and enables you to set up failover scenarios back to the original

tp
site when availability exists again.

ou
 Protects both physical and virtual server environments

ith
w
 Can recover physical server environments as well as virtual

rt
environments enabled by key virtualization technologies

pa

i n
Supports VMware vSphere and Microsoft Hyper-V (Technology Preview
or
only) environments
l e

 Supports HP ProLiant server blades for physical and virtual machine


ho

failover, and ProLiant BL, ML, and DL servers for virtual machine failover
w
in

 Uses established data replication technologies for long-distance recovery


n
tio

 Integrates with and uses established data replication technologies to


c
du

ensure remote failover of application and system data while helping to


ro

eliminate or minimize any data loss


ep

 Supports HP StorageWorks Enterprise Virtual Array (EVA) Continuous


.R

Access across the full spectrum of EVA storage array solutions for
ly
on

metropolitan distance recovery


se

 Supports HP StorageWorks XP Continuous Access across the full


u

spectrum of XP storage array solutions for both metropolitan and


er

continental distance recovery


ld
ho

 Supports the recovery and the manual connection of replicated storage


ke

environments to the recovered server, in cases where the coordinated


a
St

synchronization of storage and server environments is not possible


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Rev. 11.11 5
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HP Converged Infrastructure Solutions Software v11.11

Features added to HP Matrix OE (Insight Dynamics 6.2)


 New hardware support
 Integrity BL8x0c i2 server blades and Superdome 2 server support Systems

d.
Insight Manager discovery, power management, visualization, capacity

ite
planning and workload management for BL860/70/90c i2 Integrity server

ib
blades

oh
pr
 Fibre Channel over Ethernet (FCoE) via Virtual Connect FlexFabric (for

is
ProLiant)

n
io
 New hypervisor support

s
is

m
VMware ESX 4.1 managed nodes

er
 VMware ESXi 4.1 managed nodes

tp
ou
 HP IO (infrastructure orchestration) (Windows CMS only)

ith
 VMware vNetwork Distributed Switch (vDS)

w
rt
 SAN Virtualization Services Platform (SVSP) support for VMware and Hyper-

pa
V datastores
i n
or
 Support for HP Integrity VM logical server operations
l e


ho

VLAN tagging for Hyper-V


w

 Server Automation satellite support


in
n

 Single core server


c tio

 Multiple boot networks (up to 255 IPs) may connect to a single core
du

server
ro
ep

 Service “host name customization"


.R

 Suffix pattern specification (printf)


ly
on

 No-suffix option for single-use templates


se

 API/CLI enhancements
u
er

HP Insight Recovery (recovery management) (Windows CMS only)


ld


ho

 Microsoft Hyper-V virtual machines can be protected against disasters


ke

 Support for Microsoft Windows Server 2008 with Hyper-V R2 in a


a
St

standalone (non-clustered) configuration


&L

 Technology preview: Microsoft Windows Server 2008 with Hyper-V R2


C

in a clustered configuration with cluster shared volumes (CSV)


P
H

 Support for asynchronous mode in Continuous Access replication of EVA


storage arrays

6 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Matrix OE

 Capacity Advisor
 Models the memory for VMware ESX servers including only memory used
by each VM, as if the VM has no reserved memory (the current default
setting for ESX). For HP Integrity VM and Hyper-V, memory for VMs is still

d.
modeled as if all memory is reserved (an earlier default setting for ESX)

ite
ib
 Peak Summary Reports are improved with new graphs

oh
Logical server management (Windows CMS only)

pr

is
 Cross-technology logical servers

n
io
Cross-technology logical servers, which can be moved between servers with

s
is
Virtual Connect and ESX virtual machines and between servers with Virtual

m
Connect with unlike configurations. Using Insight Recovery, the same type of

er
tp
movement can be accomplished across sites and used for disaster recovery

ou
Raw Device Mapping (RDM) for ESX virtual machine logical servers, which

ith
allows moves between physical and virtual environments while still

w
accessing the same boot and data volumes

rt
pa
 HP Integrity VM logical servers
i n
Logical server operations performed on HP Integrity VM guests on an HP-UX
or
VM host, using Shared Logical Volume Manager (SLVM) storage volumes or
l e
ho

physical Fibre Channel disks


w

New storage pool entry types for integration with Storage Provisioning
in

Manager catalog entries, which support secure access to automated


n
tio

hostmode setting and masking operations


c
du

 Virtual Local Area Network (VLAN)


ro
ep

 VMware vNetwork Distributed Switch (vDS)


.R

 SAN Virtualization Services Platform (SVSP) support for VMware and Hyper-
ly

V datastores
on


se

Integration with the mxsync backup and restore utility for automated and
u

manual post-restore recovery actions


er
ld

For more information, see the Backing up and restoring HP Insight Software
ho

6.2 Management Server (Windows) white paper at:


ke

[Link]/go/insightdynamics/docs
a
St

 Storage Provisioning Manager (SPM) (Windows CMS only)


&L

HP Storage Provisioning Manager (SPM) is an optional tool for managing


C

storage provisioning within the Insight Dynamics software environment. It


P
H

provides a secure service-centric management interface to storage, allowing


storage requests to be fulfilled with available storage services from a storage
catalog, and securely automating storage management tasks by interfacing
directly with storage arrays.

Rev. 11.11 7
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

Infrastructure as a service for HP platforms

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
l e

IO infrastructure as a service
ho
w

The infrastructure orchestration functionality enhances Insight Control by including


in

icon-based multiserver server profile template functionality (the Designer functionality)


n
tio

and the ability to automate the workflow for implementing the server templates.
c

Using IO, an IT organization can define standard templates for services consisting of
du

one or more physical or virtual servers and automate their deployment. IO can be
ro
ep

used for physical blade, virtual machine, storage, network, and operating system
.R

image provisioning.
ly

The infrastructure orchestration functionality extends Insight Control to provide rapid


on

provisioning and repurposing of infrastructure services from shared resource pools


se

using a self-service portal. IO delivers advanced template-driven design,


u

provisioning, and ongoing operations for multinode, multitier infrastructure services


er
ld

built around HP platforms consisting of:


ho

HP Insight Control
ke


a

HP Virtual Connect Enterprise Manager


St


&L

 HP Operation Orchestration
C
P
H

8 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Matrix OE

The infrastructure orchestration functionality provides lifecycle services for groups of


physical or virtual servers. IO provides:
 Role-based user interfaces and functionality providing integration and
orchestration between key roles of architect, administrator, and users of

d.
IT services

ite
ib
 Advanced template-driven design—IO enables you to design and deploy sets of

oh
templates that you can use as blueprints for server provisioning

pr
Tools to integrate logical server planning, design, and provisioning into a

is

unified system

n
sio
Effective resource utilization that creates pools of resources that leverage logical

is

m
server–based virtualization capabilities for ProLiant servers

er
Automated resource selection for infrastructure service creation based on

tp

resource pools assigned to users

ou
ith
 Optional workflow integration, such as approval, creation, and deletion

w
Infrastructure shared services based on an automation foundation

rt

pa
A preference for HP hardware that includes industry-leading unified
n

management i
or
e

Benefits include:
l
ho

Increased responsiveness to business demands


w


in

 Operational efficiency and cost savings


n
tio

 Standardization and consistency


c
du
ro
ep
.R
ly
on
use
er
ld
ho
ake
St
&L
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Rev. 11.11 9
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

HP infrastructure orchestration integration

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in
n

IO integration
c tio

IO supports four main activities to automate the deployment of infrastructure services:


du
ro

Design —An architect uses the graphical designer to create simple and complex
ep

infrastructure templates that after being tested can be published for users who
.R

need to create infrastructure services.


ly
on

 Provision —A self-service user selects an existing template and then requests


se

infrastructure provisioning from it, against an assigned pool of resources. The


u

administrator can approve or deny this request and monitor its progress.
er
ld

 Operate —The administrator manages server, network, and storage pools,


ho

defines virtual machine images and software deployment jobs, performs manual
ke

provisioning tasks as part of the fulfillment of self-service requests, and uses IO to


a

monitor the health and utilization of the managed environment.


St
&L

 Integrate — Architects and administrators integrate IO with existing IT processes


C

by modifying or creating workflows to customize the infrastructure orchestration


P

automation. They can link to approval processes, extend operating system


H

deployment and server configuration, and integrate the storage area network
(SAN) management processes with server deployment.

10 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Matrix OE

IO high-level architecture

d.
ite
ib
oh
pr
is
n
ios
is
m
er
tp
ou
ith
w
rt
pa
i n
or
Infrastructure orchestration architecture
l e
ho

To provide infrastructure as a service, three types of users are defined, and each has
w

its own interface to IO:


in

Architect — Uses the IO Designer (a graphical designer) to develop and publish


n


tio

infrastructure service templates that capture requirements to provision an


c
du

infrastructure service. During development and design, the architect specifies


ro

attributes for the logical resources, such as minimum memory required, IP


ep

address allocation, and the software required on the boot disk.


.R

In addition, the architect:


ly
on

 Can author and attach Operations Orchestration workflows to a template to


se

automate additional IT tasks during the provisioning and ongoing


u

management of the service infrastructure


er
ld

 Is an IT thinker who understands workflows and is competent in Java


ho

 Designs, engineers, and helps deploy templates and workflows


ake


St

Defines golden images, service templates, service level agreements (SLAs),


and policies
&L
C
P
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Rev. 11.11 11
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

 Administrator — Uses the IO Console running in HP Systems Insight Manager


(HP SIM) to manage the overall behavior of infrastructure orchestration, including
creating pools of servers, managing the available networks and software
inventory, approving user requests, and modifying user service infrastructures as
required, for example, to migrate logical servers between server blades to

d.
ite
support maintenance activities on the physical environment.

ib
In addition, the administrator:

oh
pr
 Performs manual tasks within a semi-automated operation. For example, an

is
administrator might be required to manually provision a server as part of a

n
user request.

sio
is
 Is typically an IT administrator (sometimes an IT architect) who understands

m
workflows and develops scripts, but who is not required to be competent in

er
tp
Java.

ou
 Deploys, manages, and monitors IO and its customers, service templates,

ith
service instances, and resources. For example, the administrator ensures

w
that resources are available to supply user requests.

rt
pa
 User — Uses the IO self-service portal to create infrastructure services from a
i n
selection of templates. The user initiates the creation a new infrastructure service
or
by selecting a template design, selecting one or more user-assigned resource
l e

pools, and specifying a lease period.


ho
w

After the infrastructure is allocated and provisioned, it is available to the user for
in

the duration of the lease period. During this time the user can update the service
n
tio

(for example, by adding more servers or storage using the IO request process)
c

for the ongoing management of services through the self-service portal.


du
ro

The user:
ep

 Is not typically an IT administrator. A typical user might be a software


.R

developer who requests a system with associated storage for software


ly
on

testing.
se

 Is a restricted line of business (LOB) client of the utility who requests, uses,
u

modifies, monitors, and returns logical servers through interactions with the
er

self-service portal.
ld
ho

Internally, IO provides controller mechanisms that orchestrate design publishing,


ke

template management, and user requests within the HP SIM framework to manage
a
St

logical server deployment and provisioning. Through the IO console, the


&L

administrator manages the pools of resources available to supply user requests.


C
P
H

12 Rev. 11.11
BitSpyder - The Culture of Knowledge

HP Matrix OE

Infrastructure orchestration supports a variety of mechanisms for operating system


software deployment. The software can be realized as an image derived from a
virtual server, or as an HP Insight Control server deployment job. Each subtype
represents an approach for offering selectable software that can be installed on a
physical or virtual server.

d.
ite
IO integrates with the HP IT Service Management (ITSM) strategy. ITSM is the

ib
foundation of an overall service management approach that includes business service

oh
management (BSM) as well as business service automation (BSA). ITSM connects and

pr
automates the processes IT staff use to manage and control the quality of IT services.

is
n
ITSM spans strategy definition, design, and operations, giving staff opportunities at

io
every point along the way to evaluate opportunities for improvement.

s
is
m
IO Designer: Key features

er
tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in
n
c tio
du
ro
ep
.R
ly
on
use

IO Designer
er
ld
ho

IO Designer enables you, as an architect, to plan and design multiserver, multitier


ke

infrastructures using a drag-and-drop interface. The infrastructures can include virtual


a

servers and c-Class blades. Infrastructure orchestration users can provision services
St

using published IO templates.


&L
C
P
H

Rev. 11.11 13
BitSpyder - The Culture of Knowledge

HP Converged Infrastructure Solutions Software v11.11

An architect creates and maintains standardized infrastructure templates, working


with the system administrator to ensure that the templates are compatible with
existing resources and business needs. The business-defined set of standard templates
must enable quick response to changing requirements.

d.
In general, architectural tasks include:

ite
ib
 Designing both simple and multitier, multinode service templates

oh
Capturing requirements for servers, storage, and networks

pr

is
 Publishing templates to the IO self-service portal for service-creation

n
io
 Specifying costs and resources to support the tracking and reporting of resources

s
is
To accomplish these tasks as an IO designer, you:

m
er
1. Research the requirements necessary to meet operational and business unit

tp
objectives.

ou
ith
2. Create infrastructure service templates to meet the business requirements.

w
3. Produce a bill of materials for each template, including the resources required to

rt
pa
provision each template.
4. Publish the templates for use by the business units.
i n
or
l e
ho
w
in
n
c tio
du
ro
ep
.R
ly
on
u se
er
ld
ho
ake
St
&L
C
P
H

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IO self-service portal: Key features

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in
n

IO self-service portal
c tio
du

The self-service portal enables a user to create infrastructure services from published
ro

templates. You log in to the portal, browse and select from a list of templates, and
ep

launch a service-creation job.


.R

You can track the status of your creation jobs from the My Requests tab. This portal
ly

also tracks your history.


on
se

To create infrastructure services:


u

1. Review the published templates and decide which template is appropriate for
er
ld

the current objectives.


ho

2. Review your assigned pools and select the resources to use for your service.
ake

3. Specify the lease period required (after lease expired, resources are reclaimed)
St
&L

4. Submit a request to provision the service.


C

5. After the request is approved, monitor the progress of the service provisioning
P
H

process.

Rev. 11.11 15
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IO Administration Console: Key features

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
Insight Dynamics infrastructure orchestration console
l e
ho

The IO Administration Console enables an administrator to deploy, manage, and


w

monitor the overall behavior of IO and its users, templates, services, and resources.
in

For example, as an administrator you can:


n
tio

View the status, progress, and details of completed and executing requests
c


du

View resources
ro


ep

 Approve or reject pending requests


.R

 Perform pool management


ly
on

Administration Console features include:


se

 Seamless integration between the IO Administration Console and HP SIM


u
er

 Ability to monitor and approve self-service requests


ld
ho

 Ability to create and administer resource pools


ke

Ability to manage user roles and access to resource pools, templates, and the
a


St

Designer
&L
C
P
H

16 Rev. 11.11
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HP Matrix OE

Infrastructure orchestration – Business to technical processes


workflow
Business Business
PLAN Pre-approved

d.
Forecast Operation Request Optimization
Purchase

ite
Services & Request Approved Request
Resources

ib
Resources
Services Services

oh
1

pr
4 5 6 11
12

is
n
Business

io
7 Request
Deploy Job Service Level

s
Review and

is
Technical Initiated Review

m
Approved

er
2

tp
10

ou
Purchase Deployment 13

ith
Resources Completed

w
8
and Staging

rt
Performance

pa
3 Optimization
Preconfigured i n
or
Infrastructure Production
9
le
ho
w

Processes Workflow
in
n
tio

1. Business forecast the IT usage requirement based on business goals


c
du

2. IT Resources procurement
ro

3. IT hardware preconfigured in the infrastructure


ep
.R

4. Pre-approved IT resources are made available in the self service request portal
ly

5. Business operation request IT services to support business operation needs


on
se

6. Request approval cycle – upon approval, infrastructure automation will initiate


u

deployment process
er

7. Deployment job started


ld
ho

8. Deployment completion and move to pre-production staging


ake

9. Business and IT move the requested service from staging to production


St
&L

10. Service Level review between IT and Business operation


C

11. If required, business operation request for optimization services


P
H

12. Optimization approval cycle


13. IT handle optimization job

Rev. 11.11 17
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IO workflow automation: Key features

d.
ite
ib
oh
pr
is
n
sio
Workflow automation procedure

is
m
er
To simplify system software deployment, infrastructure orchestration uses workflows

tp
and templates. During provisioning, IO executes associated workflows at their

ou
respective execution points. After processes the request, the resulting service is

ith
maintained on a user-by-user basis, with a set of physical and virtual resources that

w
reflects the original template design.

rt
pa
Note
i n
You can modify running infrastructure services many ways, including adding
or
servers and data disks.
l e
ho

A workflow defines a set of actions that execute customer-specific IT tasks. Workflows


w

are designed using OO Designer. You can use workflows to define integration with
in

your IT processes, including approvals, manual operating system deployment,


n
tio

manual storage provisioning, and notifications.


c
du

You can also associate workflows with infrastructure orchestration templates. These
ro

workflows are executed before and after the associated request. They are intended to
ep

perform actions specific to the template and the services created from it.
.R
ly
on
u se
er
ld
ho
ake
St
&L
C
P
H

18 Rev. 11.11
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IO server pools
IO server pools are groups of resources that users use to submit requests to create
new infrastructure services or add to existing infrastructure services.

d.
Before initiating a request for the first time, a new server pool must be created and

ite
users must be assigned to it. When starting up IO for the first time, there are two

ib
pools automatically generated. The Unassigned pool contains all resources previously

oh
discovered and the Maintenance pool contains resources that have failed. These

pr
pools are available only to users in the IO_Administrators group, and cannot be

is
used for infrastructure service creation.

n
sio
Infrastructure orchestration automatically populates the Unassigned pool after

is
m
installation with the resources identified by Systems Insight Manager. Physical

er
resources are only available after a VCD Group is correctly created in VCEM. It

tp
updates the information each hour.

ou
ith
IO storage pools/Storage Provisioning Manager

w
rt
IO integrates with several distinct approaches to storage management. The overall

pa
system may be used with any or all of the approaches combined. The approaches
are: i n
or
Manual storage provisioning
e


l
ho

 Automated storage provisioning


w
in

a. “Static” SAN volume automation through multi-initiator NPIV


n
tio

b. “Dynamic” SAN volume automation via LUN masking


c
du

Manual storage provisioning means that either no storage has been pre-provisioned
ro

or that only a subset of the storage has been pre-provisioned for a logical server. At
ep

the service creation time, IO attempts to locate and allocate the storage resources.
.R

When none are found, the overall request pauses for the administrator to manually
ly

provision the required storage. The pause is notified by an Operations Orchestration-


on

generated email which contains the details of the service being provisioned and the
se

storage resources that are required.


u
er

Once the administrator has completed the storage provisioning process using one of
ld

the following methods, the request is re-activated and allowed to continue.


ho
ke

 Creating a new storage pool entry using the Modify  Logical Server Pools ...
a

menu selection in Virtualization Manager


St
&L

 Using the SPM UI to change the automation permissions on the target volume to
permit LUN masking control
C
P
H

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Automated storage provisioning depends on pre-provisioning of SAN volumes. Once


the SAN volumes have been pre-provisioned, IO can automate the LUN presentation
process to a server through two different approaches. The first approach is called
“Static” SAN volume automation through multi-initiator NPIV. In this approach, SAN
volumes are pre-masked to one more initiator WWNs within the SAN. Zoning is also

d.
ite
pre-configured. The SAN volumes are then made available within Virtualization

ib
Manager’s storage pool as storage pool entries. At service creation, IO is able to

oh
choose one or more storage pool entries from the storage pool. It will then examine

pr
the initiator WWNs that were associated with each of the storage pool entries and

is
perform the required assignment to the server in order to enable server visibility

n
io
within the SAN to the set of SAN volume targets defined by the storage pool entries.

s
is
This approach has the advantage of still being able to separate the boot and data

m
er
storage visibility to the server during OS provisioning without requiring any access to

tp
the existing SAN management interfaces. The approach is limited to Virtual Connect

ou
managed servers only.

ith
The second approach is called “Dynamic” SAN volume automation via LUN

w
masking. In this approach, SAN volumes are pre-created but are not yet masked to

rt
pa
one or more initiator WWNs.
i n
Zoning must be pre-configured. The SAN volumes are made available within
or
Virtualization Manager’s storage pool as storage pool entries. At service creation, IO
l e

selects one storage pool entry. The storage pool entry must fully match the storage
ho

requirements for the logical server in terms of number SAN volumes, size, RAID level,
w
in

and optionally a set of one or more tags. Different than the Flex-FC approach above,
n

IO is able to perform automatic LUN masking and host mode assignment. This allows
tio

IO to separate the visibility of boot and data storage during OS provisioning. It also
c
du

allows a single storage pool entry to be re-used across different logical servers
ro

because the host mode may also be set dynamically based on the logical server’s
ep

requirements. The approach has the advantage of being supported for both Virtual
.R

Connect managed servers and non-Virtual Connect managed servers.


ly
on

This approach does require that a SAN administrator be willing to grant restricted
access to the disk array management interface for performing the SAN volume
u se

inventory and LUN masking operations. Storage administrators can grant specific
er

server administrators, or groups of administrators, these capabilities using the


ld

Storage Provisioning Manager (SPM). SPM enables the storage administrator to


ho

create catalog entries representing the pre-provisioned SAN volumes and have
ke

granular control over operations (some may support LUN masking and changing host
a
St

mode, others may not). This provides much more granular control than giving the
&L

server administrator the Admin password to the storage array.


C

In order to make use of “Dynamic” SAN volume automation via LUN masking, it is
P
H

necessary to configure SPM for access to one more arrays

20 Rev. 11.11
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HP Matrix OE

SPM has the concept of unmanaged arrays. Any pre-presented SAN volume can be
manually entered into the SPM interface, creating a catalog entry which can be
matched against a Storage Pool Entry to provide logical server storage suitable for
use by IO. A managed array enables the ability for SPM to perform certain storage
operations such as gathering property information, changing the hostmode, or
performing LUN masking. Managed arrays can be used for “Dynamic” SAN volume
allocation automation. Unmanaged arrays do not support the automated mechanism
to change hostmode and LUN masking.
SPM supports two basic control paths for array management. The first option uses the
SMI-S protocol. In the 6.2 release of Virtualization Manager, EVA arrays can be
managed through SMI-S. The second option makes use of Operations Orchestration
as a basic mechanism by which additional arrays can be integrated similar to the
integration for heterogeneous servers described in the sections above.

IO network pools
Networking connectivity options define by Virtual Connect Domain group (VC
Ethernet component) or virtual network (vSwitch) in Hypervisor.

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Putting it all together

Using infrastructure orchestration

Infrastructure orchestration supports four main activities to automate the deployment


of infrastructure services:
 Design — An architect uses the graphical designer to create simple or complex
infrastructure templates that, after being tested, can be published for users to
create infrastructure services.
 Provision — A self-service portal user selects an existing template and then
requests infrastructure provisioning from it, against an assigned pool of
resources. The administrator can approve or deny this request and monitor its
progress.
 Operate — The administrator manages server, network, and storage pools,
defines virtual machine images and software deployment jobs, performs manual
provisioning tasks as part of the fulfillment of self-service requests, and uses IO
to monitor the health and utilization of the managed environment.
 Integrate — Architects and administrators integrate infrastructure orchestration
with existing IT processes by modifying or creating Operations Orchestration
workflows to customize the infrastructure orchestration automation. They can link
to approval processes, extend operating system deployment and server
configuration, and integrate the SAN management processes with server
deployment.

22 Rev. 11.11
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IO portals
Infrastructure orchestration uses three portals:
 HP IO Designer — This portal enables an architect to plan and design
multiserver, multitier infrastructures by using a drag-and-drop interface.
 HP IO console — This portal is integrated into HP SIM to enable an
administrator to deploy, manage, and monitor the overall behavior of
infrastructure orchestration and its users, templates, services, and resources.
 HP IO self-service portal — This portal enables an IT client to shop for and
create infrastructure services from published templates.

Important IO terminology
To maximize your sales potential, ensure that you understand the following
infrastructure orchestration terminology:
 Allocation — The server, storage, and network resources (such as IP addresses)
assigned for a request, based on the criteria defined in the template, resource
pools assigned to the user, and the current reservations or allocations of
resources completed by infrastructure orchestration.
 Approvals — A requirement for requests submitted by self-service users.
Approvals are given by an administrator, and they occur between the allocation
and provisioning phases of a service.
 Infrastructure service — A running configuration of infrastructure resources that
is designed to run a business application such as a multitier web application.
Infrastructure resources include server blades, virtual machines, SAN disks,
networks, and IP addresses. An infrastructure service is also referred to as a
service or service instance.
 Lease period — The duration, or lifetime, of an infrastructure service. The lease
period is set or changed by the user.
 Provisioning — The process of creating a service from a template. Through the
IO self-service portal or the IO console, a user submits a request to create the
service. Then the IO controller searches its inventory, allocating the computing
resources to all logical resource definitions in the template.

Rev. 11.11 23
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 Resource pools — Groupings of physical server blades and virtual machine


hosts managed by HP Matrix OE. An administrator controls resource utilization
by allowing users access to one or more server pools.
A storage pool defines available logical unit numbers (LUN) used as boot or
data disks for physical servers.
 Request — Users submit requests to perform initial provisioning and ongoing
changes to the infrastructure. Users can monitor and cancel requests.
Administrators approve, reject, cancel, or continue user requests.
Users can submit the following types of requests:
 Create an infrastructure service
 Delete a service
 Place servers on standby
 Resume servers from standby
 Update a service to add servers
 Update a service to add storage
 Change the lease period on a service
 Template — A tool that specifies the requirements, or design, for an
infrastructure service in terms of server groups, networks, and storage. A
template can also define customization points that use HP Operations
Orchestration workflows to be executed during provisioning requests.
 Workflow — A set of actions that execute customer-specific IT tasks. Workflows
are designed using Operations Orchestration, which can be launched from CMS
homepage. You can use workflows to define integration with your IT processes,
including approvals, manual operating system deployment, manual storage
provisioning, and notifications.
You can also associate workflows with IO templates. These service-action
workflows can be executed before and after an associated request. They are
intended to perform actions specific to a template and the services created from
it.

24 Rev. 11.11
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HP Matrix OE

Integration of Insight software and orchestration software modules

Rev. 11.11 25
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Infrastructure orchestration documentation


For more information about infrastructure orchestration, refer to the following sources:
 HP Matrix OE (Insight Dynamics) infrastructure orchestration release notes
The release notes provide documentation for what is provided in the newest
release, features, change notifications, system requirements, and known issues.
The release notes are available on the HP Technical documentation website at:
[Link]
 HP IO help system
The help system provides a complete set of documentation for using,
maintaining, and troubleshooting infrastructure orchestration. To access the help
system, use the Help menu.
 HP IO User Guide
The user guide provides a complete set of documentation for using, maintaining,
and troubleshooting infrastructure orchestration. Access the user guide on the HP
Technical documentation website at: [Link]
 HP Matrix OE (Insight Dynamics) infrastructure orchestration website
The website provides useful information and product links. Go to the HP website
([Link] or access Software Depot home page at
([Link] and then search for HP Insight
Dynamics infrastructure orchestration.

Download links
A newer version is available for download.

The latest version of HP Matrix OE for HP-UX (Insight Dynamics - VSE for
Integrity) is available from the following location:
[Link]
ctNumber=vse

The latest version of HP Matrix OE (Insight Dynamics for ProLiant and non-HP
servers) is available from the following location:
[Link]
ctNumber=HPID

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HP Matrix OE

Learning check
1. What is HP Matrix OE (Insight Dynamics)?
.................................................................................................................
.................................................................................................................
.................................................................................................................
2. Fill in the blanks:
The infrastructure orchestration functionality extends HP Matrix OE to provide
___________ ____________ and ________________ of infrastructure services
from shared resource pools using a __________________ __________.
3. List three new features of HP Insight Control software suite 6.2
.................................................................................................................
.................................................................................................................
.................................................................................................................
4. What are the four main activities that HP infrastructure orchestration supports to
automate the deployment of infrastructure services?
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
5. HP infrastructure orchestration uses what three portals?
.................................................................................................................
.................................................................................................................
.................................................................................................................

Rev. 11.11 27
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28 Rev. 11.11
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Configuring infrastructure orchestration solutions


The infrastructure orchestration (IO) functionality extends HP Matrix OE (Insight
Dynamics) to provide rapid provisioning and repurposing of infrastructure services
from shared resource pools by using a self-service portal. IO delivers advanced
template-driven design, provisioning, and ongoing operations for multinode, multitier,
infrastructure services built around HP platforms consisting of:
 HP Insight Control, including its virtual machine management functionality
 HP Virtual Connect Enterprise Manager (VCEM)
 HP Insight Dynamics
In addition to HP Systems Insight Manager (HP SIM), Insight Control, and Insight
Dynamics configuration and maintenance, the infrastructure orchestration solution
requires its own maintenance tasks. These include:
 Configuring HP Operations Orchestration
 Configuring users
 Licensing IO
 Configuring resources (virtual networks, HP Virtual Connect technology, storage
area network (SAN)-backed storage, and server pools)
 Configuring virtual and physical provisioning (virtual machine templates and
Insight Control server deployment jobs)

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IO Configuration

Important terms
To maximize your sales potential, ensure that you understand the following HP Insight
Dynamics infrastructure orchestration terminology:
 Allocation — The server, storage, and network resources (such as IP addresses)
assigned for a request, based on the criteria defined in the template, resource
pools assigned to the user, and the current reservations or allocations of
resources completed by Insight Dynamics infrastructure orchestration.
 Approvals — A requirement for requests submitted by self-service users.
Approvals are given by an administrator, and they occur between the allocation
and provisioning phases of a service.
 Infrastructure service — A running configuration of infrastructure resources that
is designed to run a business application such as a multitier web application.
Infrastructure resources include server blades, virtual machines, SAN disks,
networks, and IP addresses. An infrastructure service is also referred to as a
service or service instance.
 Lease period — The duration, or lifetime, of an infrastructure service. The lease
period is set or changed by the user.
 Provisioning — The process of creating a service from a template. Through the
IO self-service portal or the IO console, a user submits a request to create the
service. Then the IO controller searches its inventory, allocating the computing
resources to all logical resource definitions in the template.
 Resource pools — Groupings of physical server blades and virtual machine
hosts managed by HP Insight Dynamics. An administrator controls resource
utilization by allowing users access to one or more server pools.
A storage pool defines available logical unit numbers (LUNs) used as boot or
data disks for physical servers.

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 Request — Users submit requests to perform initial provisioning and ongoing


changes to the infrastructure. Users can monitor and cancel requests.
Administrators approve, reject, cancel, or continue user requests.
Users can submit the following types of requests:
 Create an infrastructure service
 Delete a service
 Place servers on standby
 Resume servers from standby
 Update a service to add servers
 Update a service to add storage
 Change the lease period on a service
 Template — A tool that specifies the requirements, or design, for an
infrastructure service in terms of server groups, networks, and storage. A
template can also define customization points that use HP Operations
Orchestration workflows to be executed during provisioning requests.
 Workflow — A set of actions that execute customer-specific IT tasks. Workflows
are designed using Operations Orchestration, which can be launched from
Insight Dynamics. You can use workflows to define integration with your IT
processes, including approvals, manual operating system deployment, manual
storage provisioning, and notifications.
You can also associate workflows with IO templates. These service-action workflows
can be executed before and after an associated request. They are intended to
perform actions specific to a template and the services created from it.

4 Rev. 11.11
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IO Configuration

Licensing IO

License Manager screen

IO licenses can be added from the HP SIM License Manager, which is accessed
through the Deploy menu.
The following licenses must be used to manage servers with IO:
 HP Insight Dynamics suite for ProLiant (includes Insight Control functionalities)
 VCEM (enclosure licenses)
The license for IO is applied during the installation and configuration process by
using the Managed System Setup Wizard.
IO supports the unlicensing of HP Integrity servers with the vselicense -r hpio -
n <nodename> command.

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Configuring users

IO Users tab in HP SIM

To configure IO users, you must first create the appropriate user groups in the
operating system (either locally or in the Active Directory structure), and then add
users with those associated groups to Insight Control.

Note
When IO is not launched from HP SIM, allow blocked content to be displayed by
clicking in the yellow bar near the top of the screen.

Configuring IO users in Microsoft Windows

IO user groups in Server Manager

During the IO installation process, you are prompted to set up users, but you can
also add users later, using a Windows procedure. To add users to any IO user
groups, use your computer management or administrative tools.

Note
The HP Insight Software Installer adds the user who installed the system to the
HPIO_Administrators group.

6 Rev. 11.11
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IO Configuration

The three classes of IO users represented as Windows user groups are:


 HPIO_Users — Can log in to the IO self-service portal ([Link]
ip]:51443/hpio/portal) and initiate requests for provisioning, using published
templates. These requests require approval from an IO administrator.
 HPIO_Architects — Have the privileges of the HPIO_Users group and can access
the IO Designer ([Link] ip]:51443/hpio/designer) to create, modify, and
publish templates.
 HPIO_Administrators — Have the privileges of the HPIO_Architects group and
can access the IO console through HP SIM, initiate requests without requiring
approval, modify IO configuration items, configure networks and pools, grant
users access to existing resources, and approve, reject, continue, or cancel
requests.
You can access a list of users from the IO page in HP SIM. This table displays
login information (including last login), roles, and assigned pools.

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Configuring authorizations in HP SIM

Infrastructure orchestration user configuration in HP SIM

Through the HP SIM Users and Authorizations page, you can configure the
HPIO_Administrators group to have appropriate rights for HP SIM, Insight Control,
Insight Dynamics, and IO features. The most commonly used toolboxes are assigned
to the HPIO_Administrators group by the installer, and these toolboxes can be edited
when necessary.
To manually add authorizations:
1. In the HP SIM menu bar, select Options  Security  User and Authorizations.
2. Click the Authorizations tab.
3. Click New Authorization.
4. Select the HPIO_Administrators group.
5. If you want the administrator to have all orchestration privileges, select Copy all
authorization of this user or (template), and then select Administrator.
Otherwise, select Manually assign toolbox and system/system group
authorizations.
6. Select HP IO All Tools.
7. Select CMS.
8. Click OK.

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IO Configuration

Configuring resources

Selecting the IO console in HP SIM

After installing IO, a member of the HPIO_Administrators Windows group can log in
to the IO console through HP SIM. HPIO_Administrators can then set up resources to
allow provisioning. To log in to the IO console, in HP SIM select Tools  Insight
Orchestration.
The IO console initially displays the Home tab with summary information.

Note
When IO is not launched from HP SIM, allow blocked content to be displayed by
clicking in the yellow bar near the top of the screen.

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The IO console displays the following tabs:


 Home — Displays an overview of IO operations, providing statistics, resource
usage, and links to access IO tasks
 Templates — Displays all of the available templates and enables you to view
details about a template, edit a template, create a new template, delete a
template, submit a template for provisioning, and assign users to a template
 Requests — Displays a list of user-generated requests and enables you to review
request history, approve or reject requests, cancel requests, review details about
a request or service, and continue a request
 Services — Displays a list of active services and enables you to view details
about a service, add storage and servers to a service, activate or deactivate
servers, modify lease periods, and delete a service
 Servers — Displays a list of available server resources and enables you to view
server details, manage server resources, create new server pools, and manage
the users of a server pool
 Storage — Displays a list of available storage resources and enables you to
view storage details and manage storage resources
 Users — Displays a list of current users, the resources assigned to each user, user
login status, and user roles
 Networks — Displays the available networks and enables you to configure these
networks
 Software — Enables you to view all software and annotate available server
deployment folders
 Calendar — Enables you to search for and view utilization information for users,
services, and templates and graphically displays usage and conflicts
The HPIO Administrator manages infrastructure orchestration operations from the
console within HP SIM. This administrator can configure the following aspects of a
converged infrastructure:
 Infrastructure orchestration users
 Templates
 Server pools
 Storage pools
 Networks
 Provisioning software
 Request management
 Service management

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Setting up networks
Virtual networks must be defined in VMware or Microsoft Hyper-V managers. It is
recommended that a consistent set of networks be defined in VMware (or Hyper-V)
and VCEM. This assumes that one actual network configuration is used in the data
center for both virtual machine hosts and enclosures. These can be different if the
customer needs them to be.
IO identifies networks based on the name you enter. If you plan to add one of these
networks to Virtual Connect, then you must use an identical name so IO can
recognize the network as the same network.
To add a new network in a VMware infrastructure:
1. Open the VMware vSphere Client, enter the IP address and credentials of your
vCenter Server, and then click Login.
2. For each VMware ESX or ESXi virtual machine host in your ESX cluster, do the
following:
a. In the left navigation pane, select the virtual machine host.
b. Click the Configuration tab
c. Click Networking.
d. Click Add Networking.
e. For the connection type, select Virtual Machine, and then click Next.
f. Depending on the network configuration of your virtual machine host, either
select an existing virtual switch, or select Create a virtual switch. Click Next.
g. In the Port group properties, enter a name for your network in the Network
Label field, and depending on the network configuration of your virtual
machine host, enter a virtual LAN (VLAN) ID.
h. Click Next.
3. Click Finish.

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Viewing and configuring networks

Networks tab in the IO console in HP SIM

HP SIM, VCEM, and vCenter server provide network information to IO. Only
configured networks can be used for IO provisioning. For each network in IO,
Dynamic Host Configuration Protocol (DHCP) or static address ranges must be
configured.
These settings are critical and are used by the IO controller to make allocation
decisions and configure servers on service infrastructure creation.
Three groups of configuration options can be edited in the console: Network
Settings, Domain Name System (DNS) settings, and Windows Settings.
Network settings include options to select Public or Private network, Shared or
Exclusive network, IPv4 or IPv6, Deployment Network (Yes or No) and Boot Network
(Yes or No), and areas to enter a network address, network mask, and default
gateway.

Field name Description


Network Address Enter the network address of the subnet.
Network Mask Enter the network mask of the subnet.
Default Gateway Enter the default gateway of the subnet.
Visibility Specify whether the subnet is Public (routable) or Private (nonroutable).
Sharing Specify whether this network is Shared or Exclusive. Exclusive networks can
only be allocated to a single infrastructure service deployment. If you select
a specific exclusive subnet, the template can only be instantiated once.
IP Version Specify whether this network is an IPv4 or IPv6 network.
Deployment Network Select [Yes] or [No] to specify whether this subnet is a deployment network.
Boot Network Select [Yes] or [No] to specify whether this subnet is a Preboot Execution
Environment (PXE) boot network.

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The following information can be configured in the DNS and Windows Settings
sections of the IO console:
 DNS domain
 DNS servers
 DNS search suffixes
 Microsoft domain (workgroup or domain)
 Windows Internet Naming Service (WINS) Servers
 Number of DHCP addresses available in the network or range of static
addresses

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Configuring Virtual Connect


IO requires a Virtual Connect Domain Group. A Virtual Connect domain
(VC Domain) consists of an enclosure and a set of associated modules and server
blades that are managed together by a single instance of HP Virtual Connect
Manager. The VC Domain contains specified networks, server profiles, and user
accounts that simplify the setup and administration of server connections.
Establishing a VC Domain enables administrators to upgrade, replace, or move
servers within an enclosure without changes being visible to the external LAN or
SAN environments.
VCEM collects unassigned server profiles at the VC Domain Group level.
An administrator can move and copy profiles within a domain and domains within a
VC Domain Group or a collection of VC Domains. From the VC Domain Groups
page, the administrator can perform the following actions:
 Create a VC Domain Group
 Update a VC Domain Group configuration
 Delete a VC Domain from a VC Domain Group
To manage multiple-enclosure VC Domains in VCEM, the following steps must be
performed before creating a VC Domain Group or adding a VC Domain to a
VC Domain Group:
1. Log in to Virtual Connect Manager.
2. Find and import a local enclosure, and then select the appropriate Double-dense
option.
3. Skip the Network and Fibre Channel configuration wizards, and then navigate
directly to the VC Domain user interface.
4. Find and import the necessary remote enclosures in the correct order through
Virtual Connect Manager.
5. Go to HP SIM and perform a manual discovery on the Onboard Administrator
IP address of all released VC Domain enclosures.

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To create a VC Domain Group:


1. Click New.

Note
If the enclosures related to the selected VC Domains are not licensed for VCEM,
then the License page displays below the VC Domain Group list. Otherwise, the
Create VC Domain Group displays below the VC Domain Group list.

2. Enter the user name and password for each VC Domain. Ensure that you provide
VC Domain credentials will full privileges. VC Domains display as:
 Unconfigured domains, which display in the System Name column with the
unassigned name, VCD_name
 Configured domains, which display in the System Name column with their
previously assigned name
3. Enter the user name and password for the Onboard Administrator of each
unconfigured VC Domain. Ensure that you provide the Onboard Administrator
credentials with full privileges if the Virtual Connect Module is not configured.

Note
In some cases you might want to overwrite the existing VC Domain configuration
for selected VC Domains. To enable this action, select Existing VC Domain
configuration settings for selected VC Domains without server profiles and those
domains will be overridden by the selected base VC Domain configuration
defined for the VC Domain Group. VCEM validates that the selected VC Domain
configurations match the VC Domain Group configuration. VC Domains that are
already configured and have server profiles are not affected.

4. Enter the VC Domain Group name in the VC Domain Group Name field. Valid
VC Domain Group names can have alphanumeric characters, hyphens (-), and
underscores (_), but they cannot exceed 64 characters.
5. From the “Configuration based on the VC Domain” list, select the VC Domain
configuration on which the new VC Domain Group is to be based. The
Configuration VC Domain list contains only configured VC Domains.
6. From the Select Serial Number type list, select whether the serial number type is
a logical serial number or a factory default.

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7. From the Select MAC range type list, select whether the media access control
(MAC) address range type is VCEM-defined, user-defined, or factory-default. You
can only select the user-defined option for the MAC range type if a MAC custom
range is defined.
8. From the Select WWN range type list, select whether the WorldWide Name
(WWN) address range type is VCEM-defined, user-defined, or factory-default.
You can only select the user-defined option for the WWN range type if a WWN
custom range is defined.
9. Click OK. A message displays to indicate that VCEM is executing the request.

Note
Refer to the HP Virtual Connect Enterprise Manager User Guide for more
Information.

10. Click OK to go to the Jobs page and monitor the job progress.

Note
After creating a VC Domain Group, from the HP SIM Users and Authorizations
page, select the user authorization privileges for that VC Domain Group.

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Creating SAN-backed storage


SAN-backed storage is required for physical provisioning.
The first step in creating SAN-backed storage is verifying that target enclosures have
been successfully discovered by HP SIM. Then you create a VC Domain Group that
includes the target enclosures in VCEM. Lastly, you must refresh HP Insight Dynamics
(HP SIM) to synchronize it with VCEM. To refresh:
1. Using HP SIM, select, Tools  Logical Servers  Refresh. The Refresh Server
Resource Information page displays.
2. Select Refresh of Virtual Connect Resources and Refresh Storage Pool Entries,
and then click Refresh.
Storage in a Virtual Connect environment is often configured in SANs that are
accessed through Fibre Channel connections. Using SAN storage has many
advantages, including enabling a system to seamlessly fail over from one server
blade to another in the case of a failure.
Insight Dynamics enables the storage administrator to predefine storage in
anticipation of its need. These storage definitions are defined in the context of a
storage pool. Each portability group contains one predefined storage pool. The
administrator can create, manage, and modify storage pool entries using the Modify
 Logical Server Storage Pools menu selection to display the Manage Storage Pool
screen. A storage pool entry can be also created during the creation of a logical
server by inserting the newly created storage entry into the storage pool.
Insight Dynamics allocates enough server WWNs so that each logical server that
shares a storage definition is assigned a unique server WWN. The number of
allocated server WWNs is determined by the Maximum Number of Sharers value.
This allocation is useful in a clustered environment in which each system within the
cluster has access to the same storage volumes.

Note
Any system that shares storage should have a shared distributed lock
management system in place to coordinate the LUN access.

A logical server can be associated with multiple storage pool entries. Multiple logical
servers can share the same storage pool entry.

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IO uses the tags selected from the Tag List in the Storage Pool Entry section to match
the logical disk tags provided in the template designer. If the administrator specifies
logical disk tags in the template design, only volumes with the exact tags are
allocated. If the administrator does not provide logical disk tag information, the
allocation process ignores the storage volume tags.
Insight Dynamics infrastructure orchestration fully supports the HP Virtual Connect
Flex-FC configuration and defaults to that configuration for storage.
IO requires that you separate the boot disk storage pool entry, private data disk
storage pool entry, and shared data disk storage pool entry.

Important
! Storage pool entries can be saved without entering the Volume Path Settings;
however, it you must ensure that these entries are modified after receiving the
LUN information from the SAN administrator.

HP recommends using WWN-based SAN switch zoning for c-Class server blades
with Virtual Connect.

Configuring IO storage management

Storage Pool in the IO console

IO integrates with several distinct approaches to storage management. The overall


system can be used with any or all of the approaches combined.

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This approach has the advantage of still enabling you to separate the boot and data
storage visibility to the server during operating system provisioning without requiring
any access to the existing SAN management interfaces.

Important
! This static approach to SAN volume automation is limited to servers managed by
Virtual Connect.

“Dynamic” SAN volume automation by means of LUN masking


The second approach is called Dynamic SAN volume automation by means of LUN
masking. In this approach, SAN volumes are pre-created but are not yet masked to
one or more initiator WWNs. Zoning must be preconfigured.
In this approach, the SAN volumes are made available within the Virtualization
Manager storage pool as storage pool entries. At the time of service creation, IO
selects one storage pool entry. That storage pool entry must fully match the storage
requirements for the logical server in terms of the number SAN volumes, size, RAID
level, and optionally, a set of one or more tags.
Unlike the Flex-FC approach, in the dynamic approach IO can perform automatic
LUN masking and host mode assignment. This enables IO to separate the visibility of
boot and data storage during operating system provisioning. It also allows a single
storage pool entry to be reused across different logical servers because the host
mode can also be set dynamically based on logical server requirements.
This approach has the advantage of being supported on servers managed with
Virtual Connect and servers not managed with Virtual Connect.
This dynamic approach requires that a SAN administrator be willing to grant
restricted access to the disk array management interface for performing the SAN
volume inventory and LUN masking operations. Storage administrators can grant
these capabilities to specific server administrators, or to groups of administrators, by
using the Storage Provisioning Manager (SPM). SPM enables the storage
administrator to create catalog entries representing the preprovisioned SAN volumes
and to have granular control over operations (some administrators might support
LUN masking and changing host mode). This approach provides more granular
control than merely giving the server administrator the Admin password to the
storage array.

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Reserving and allocating storage resources


An important step in the service creation process involves reservation and allocation
phases for all resources required by the service template. Use the following approach
to perform storage reservation and allocation. The resource set that is being
analyzed is always the set of storage pool entries defined within Virtualization
Manager.
1. Seek a storage pool entry (SPE) that contains a fully matched boot disk per the
logical server boot disk definition.
 If found, seek one or more additional SPEs that fully match the logical server
data disk definitions.
 If not found, pause the request, and raise an email alert (using an
Operations Orchestration workflow) requesting manual storage provisioning
for the data disks.
2. If the boot disk reservation could not be satisfied, fall back to seeking a single
SPE that fully matches both the logical server boot disk and data disk
requirements.
3. If the boot disk reservation still cannot be satisfied, fall back to seeking a single
SPE that fully matches the logical server boot disk definition.
 If found, pause the request, and raise an email alert requesting manual
storage provisioning for the data disks.
4. If the boot disk reservation still cannot be satisfied, pause the request, and raise
an email alert requesting manual storage provisioning for the boot disk.
The storage pool entries used for the preceding approach are defined with
Virtualization Manager using the logical server storage pool interface. Storage pool
entries can be defined and fulfilled by a storage administrator who provides
appropriate details after he has created, presented, and zoned the SAN storage
volumes.
Alternatively, HP provides the SPM to enable the storage administrator to define a
catalog of pre-presented storage. Storage pool entries can be matched against
catalog entries without requiring human intervention, or requests can be viewed in
the SPM interface and manually fulfilled.

Important
! If dynamic SAN volume allocation automation is used, then authorizations for the
SPM catalog entries must allow LUN masking and hostmode changes.

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Configuring server pools

Servers tab in the IO console

The Servers tab in the IO console displays the available server pools. A server pool
is a set of resources that you can view and use when creating new infrastructure
services. You can also view the current utilization of the resources in the pool and
which resources are still available for use.
Characteristics of IO server pools include:
 Pools are used to manage the sharing and allocation of compute resources.
 Pools are collections of server blades and virtual machine hosts with associated
networks and storage.
 Users are assigned access to one or more pools.
 Provisioning requests are fulfilled from available resources from a user pool.

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HPIO_Users use IO server pools to submit requests to create new infrastructure


services or add to existing infrastructure services. Before initiating a request for the
first time, a new server pool must be created and users must be assigned to it.
When IO is started for the first time, two pools are automatically generated:
 Unassigned pool — Contains all resources previously discovered by Insight
Dynamics
 Maintenance pool — Contains resources that have failed

Important
! These pools are available only to users in the HPIO_Administrators group, and
they cannot be used for infrastructure service creation.

IO automatically populates the Unassigned pool after HP SIM has identified the
resource installation. Physical resources are only available after a VC Domain Group
is correctly created in VCEM. IO updates the information each hour. After available
resources are updated, the administrator can click Refresh to see these updates
immediately.

Creating a server pool


To create a new server pool, you must configure the following details:
 Pool name
 List of servers
 Pool users
To create a server pool:
1. In the IO console Servers tab, click Create Pool. The Create Server Pool page
displays.
2. In the Pool name field, enter a name for the new server pool.
3. In the Notes section, enter any information relevant to the new server pool.
4. From the Select Servers From list, select a resource pool.
5. Select one or more servers for the pool:
a. Select a server in the Servers in New Pool section.
b. Click the right-facing arrow. This places the selected server in the Selected
Servers section, assigning the server to the new pool.
6. Continue to select servers, using the arrows to adjust the servers assigned to the
pool.
7. Click Save.

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Modifying or deleting a server pool


To modify a server pool:
1. In the IO console Servers tab, click Modify Pool. The Edit Server Pool page
displays.
2. In the Notes section, edit or add information relevant to this server pool.
3. From the Select Servers From list, select a resource from which to select servers
for the new pool.
4. To add servers, select a server in the Servers in New Pool section, click the right
arrow to assign it to the pool, and click Save.
To delete a server pool:
1. In the IO console Servers tab, select the server pool you want to delete.
2. Click Delete. The Delete Pool dialog displays.
3. Click OK to delete the pool or Cancel to close the dialog without deleting the
pool.

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Configuring software

Software tab in IO console

The IO console Software tab enables you to view and annotate available Insight
Dynamics infrastructure orchestration software. This software comes from three
different sources:
 Virtual machine management software comes from creating virtual machine
templates on the virtual machine hosts managed by the Central Management
Server (CMS). Virtual machine template attributes are set during template
creation, and you can only view these attributes in the IO console.
 VMware templates contain the guest operating system image, applications, and
specific virtual machine configurations.
 Server deployment software, such as Insight Control server deployment software,
displays when you create a job folder on the deployment server managed by
this CMS. Each job folder can contain an ordered list of one or more
deployment jobs or scripts. When you provision a server with deployment
software, all jobs in the folder are run against the server, in sequence. You can
view and edit deployment software attributes in the IO console Software tab.

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All top-level deployment folders are listed as software, even if that folder contains no
deployment jobs or scripts or if the folder contains many subfolders with many jobs.
As a best practice, you should only use the IO console Software tab to edit or
configure the folders that will be used as server-deployment software. The IO console
Software tab enables you to view and annotate the available server deployment
software folders.
Software details include:
 Software name — Name of the server
 Notes — Description of the software
 Disk Size field — Recommended disk size for servers deployed with this software
 OS Type list — Operating system for the selected software
 Architecture — Architecture type

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Configuring provisioning
IO extends Insight Dynamics to provide rapid provisioning and repurposing of
infrastructure services from shared resource pools using a self-service portal. Insight
Dynamics enables both virtual and physical provisioning. Configuration occurs in the
IO console (Software tab) and at the deployment platform.

Configuring virtual provisioning


Virtual provisioning requires a correctly configured and licensed virtual machine host
that is discovered and visible in HP SIM. Either VMware ESX or Microsoft Hyper-V
can be used on the virtual machine host.
For virtual logical server provisioning to perform correctly, IO limits the number of
virtual logical servers that are sent concurrently to hypervisors for provisioning. The
limit is determined by the value of the [Link] attribute in the
[Link] file located in the c:\Program Files\HP\Insight Orchestration\conf
directory.
The default value for [Link] for both ESX and Hyper-V is 10.
If this value is exceeded, then virtual logical server provisioning might fail
unexpectedly.
If a mixed hypervisor environment is used, then the value of
[Link] must be set to the minimum of all the hypervisor
values in the environment.
For each virtual logical server, IO supports up to 14 private disks or 15 shared disks.
When it is necessary to exclude disks on a VMHost from being considered as a data
store for a virtual machine, edit the [Link] file to change the
[Link] attribute. Refer to the HP IO user guide for more information.

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Creating virtual machine templates


For IO 6.0 or later, Insight Control virtual machine management templates are no
longer used for ESX hosts. IO uses VMware templates as deployment targets for ESX.
Information came from IO integration with VMware vCenter server.

Note
To create VMware templates, refer to “Familiarizing yourself with ESX server and
the task Create golden master (template) virtual disks” in the Administration
Guide for VMware ESX Server.

IO uses a Hyper-V virtual machine as the source material for a virtual machine
template without any additional steps. However, to provision recoverable logical
servers, deploy your Hyper-V virtual machine host in a Windows cluster. For more
information, see your Windows documentation.

Important
! When using Hyper-V, do not use a Hyper-V virtual machine template created
from a virtual machine with snapshot functionality. Virtual machine templates
created from a virtual machine with snapshot, do not display on the Software tab
of the IO console, preventing the successful creation of an IO template.

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To use HP SIM to create virtual machine templates from virtual machines:


1. Power off the virtual machine you want to use in the virtual machine template. It
is good practice to cleanly power off the virtual machine by accessing the virtual
machine and performing an operating system shutdown rather than using a
hypervisor power-off command.
If the virtual machine is in a suspended state when you create the template,
provisioning will fail during customization with an error message of “VM must be
powered off for customization.”
2. Click Deploy  Virtual Machine  Templates  Create Virtual Machine
Template. The Step 1: Select Source Virtual Machine screen displays.
3. Select a virtual machine from the list, and then click Next. The Step 2: Select VM
Template Repository Host screen displays.
4. Select the host that will receive the new virtual machine template, and then click
Next. The Step 3: Specify the template Name and select VM Template
Repository Folder screen displays.
5. In Template Name field, enter a name for the template. Specify a location for
the template.
6. To store the virtual machine template, in the target folder, select Browse, and
then select a virtual machine host data store folder.
7. Click Next. The Step 4: Confirm Details screen displays.
8. Click Run Now. The task results display.

Note
Virtual machine template creation can take from five minutes up to 30 minutes to
complete.

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ESX virtual machine templates

VI Client template operations

A VMware template is a master copy of a virtual machine used to create and


provision new virtual machines. This template is an image that typically includes a
guest operating system, a set of applications, and a specific virtual machine
configuration.
When cloning a virtual machine to a template, the virtual machine can either be
powered on or powered off. When converting a virtual machine to a template, the
virtual machine must be powered off.
Templates can be created and configured from the vCenter server, under the VMs
and Templates inventory view. To deploy a virtual machine, provide information such
as the virtual machine name, inventory location, host, datastore, and guest operating
system customization data. For Windows customization, sysprep is required.

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Configuring physical provisioning


IO supports the following server deployment platforms for physical provisioning:
 Insight Control server deployment
 Ignite UX
 HP Server Automation
During the IO installation, the host IP address and credentials must be entered for the
deployment servers used by IO. If a deployment server needs to be added after IO is
installed, the following commands can be used on the CMS:
 Insight Control server deployment:
mxnodesecurity –a –p dsc_rdp –c username:password –n <ipaddress
of server deployment server>

 Ignite UX:
mxnodesecurity –a –p dsc_ignite –c username:password –n
<ipaddress of Ignite server>

 HP Server Automation:
mxnodesecurity –a –p dsc_sas –c username:password –n <ipaddress
of HP Server Automation server>

For physical provisioning to perform correctly, you must limit the number of concurrent
physical logical server provisionings. Set the value of the
[Link] attribute in the [Link] file to 10.
Example
# ESX include ESX3 and ESX4
[Link] = 10
# Hyper-V
[Link] = 5
# Physical
[Link] = 10

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Physical provisioning requires:


 Available VC Domain Groups on VCEM
 Configuring server deployment platforms, including Insight Control server
deployment, Ignite-UX, or HP Server Automation, and creating job folders
 Creating SAN-backed storage

Configuring server deployment platforms for physical provisioning


IO supports HP Server Automation, Insight Control server deployment, and Ignite-UX
version C.7.9.260 or later for physical provisioning.
Configuring for HP Server Automation
Server Automation software provides the depth and breadth of capabilities you need
to manage day-to-day IT operations across servers and applications. This enterprise
software provides automation capabilities for operating system and application
provisioning, patching, configuration management, audit and compliance, reporting,
and a host of other IT operations. Server Automation has helped HP customers
address their security and compliance management, data center consolidation, and
virtualization initiatives, while simultaneously improving their operational efficiencies
and responsiveness to change.
Server Automation supports a distributed architecture that enables global scalability.
It can manage tens of thousands of servers in different subnets in data centers
around the world.
Server Automation manages servers running Windows, Linux, VMware, and various
UNIX operating systems, including HP-UX 11i, across hardware from a multitude of
vendors. Its main features when managing an HP BladeSystem environment are
automatic baselining of the hardware and software configurations, policy-based
provisioning, and application-level auditing and remediation.
Although Insight Control features are extensive, using Insight Control in conjunction
with Server Automation can reduce the time and effort spent managing BladeSystem
servers and associated workloads. Server Automation application and configuration
features give more control over the consistency of software deployment and
configuration, resulting in fewer errors. The auditing and compliance features make it
easy to improve compliance with corporate security guidelines.
With Server Automation and Insight Control, IT staff can better manage end-to-end
business service with complete infrastructure control.

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Configuring Insight Control server deployment

Jobs pane in the Insight Control server deployment console

You must create a top-level Insight Control server deployment job folder for each
operating system that IO will use to deploy physical servers.
To add computers to the domain during provisioning, configure the Insight Control
server deployment domain authorization using Tools  Options  Domain Accounts
to allow these additions.
Enclosures are discovered by HP SIM through the HP integrated Lights-Out (iLO)
IP address of the enclosure. You must use the iLO credentials of the Onboard
Administrator enclosure as the Web-Based Enterprise Management (WBEM)
credentials.
Verify that the default Erase ProLiant Hardware job does not contain a script that exits
the job without erasing the hardware. According to best practices, the last step of the
job should be changed from restart to shut down, and only the Wipe Disk task
should be included in the job.

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IO Configuration

Configuring for Ignite-UX


The Ignite server must have the Network File System (NFS) configured and the tftp
and bootps services enabled in /etc/[Link].
To set up NFS and export the directories that Ignite needs, run the
/opt/ignite/lbin/setup_server –n command.

To enable tftp and bootps services, edit /etc/inetd/conf to uncomment the "tftp" and
"bootps" lines. Then run the inetd –c command.
Depending on the client being installed, for example, if it has a graphics card or
keyboard attached, it may prompt you at the console for the keyboard language. To
avoid this, edit /var/opt/ignite/[Link] by adding the following line:
kdblang="PS2_DIN_US_English"

Manual clean-up process

Logical server renamed

If an IO physical server deployment fails or IO delete service request fails, you must
perform a manual cleanup process to fully erase the operating system from the boot
disks, detach the blade from the storage, and return the blade to an IO server pool
for a future provisioning request. With those failures, the server blade is moved to the
IO Maintenance pool and the logical server is renamed with the prefix “Clean-me-”.
The server profile and boot disk are preserved, enabling an administrator to
determine the cause of the failure and perform any required maintenance before
returning the server blade to a user pool. Manual clean-up of the failed server blade
depends on the deployment server used to provision it.

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Clean-up instructions, if using Insight Control server deployment.


1. Move the server blade in to the IO Maintenance pool (if not done so).
2. Power on the server blade.
3. Make sure that the attached boot LUN erases.
You can use either the Erase ProLiant ML/DL/BL Array Configuration (LinuxPE)
job from server deployment console or use RBSU  Advanced Options 
Erase Book Disk.
4. Power off the server blade.
5. Manually delete the server blade from Insight Control server deployment
6. Deactivate the associated logical server by using the HP SIM (Insight Dynamics)
menu: Tools  Logical Servers  Deactivate.
7. After the associated logical server is inactive, delete using HP SIM (Insight
Dynamics) menu: Delete  Delete Logical Server. Click Yes to proceed with the
operation.

Note
Do not delete the Unmanage Logical Server. Doing so will cause the logical
server storage pool entry to be modified so as to contain new WWNs without
regard to presentation or zoning.

8. Verify in VCEM the VC profile associated with the failed server blade exists.
Unassign and delete the VC profile from VCEM.
9. Move the server blade out of the IO Maintenance pool.
In the IO console (accessed from HP SIM), select the original server blade pool,
and click Modify.
Move the failed server from the IO Maintenance Pool back to server blade pool,
and then save the pool.

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Other possible clean-up situations or procedures


 Failure during virtual machine deletion leaves active but unpowered logical
server. The deletion of a virtual machine requires that it be registered; therefore,
part of the delete operation is to register the virtual machine.
 The Report  Logical Server Job Status... screen shows the progression of job
detail messages for the delete operation. If a virtual machine failure occurs for
any reason during the interval between registration and actual deletion, when
the virtual machine is restarted, logical server management sees a registered
virtual machine and marks the associated logical server as active.
 After the failure, the delete job appears to be incomplete, and the logical server
is active, but not powered on.
Suggested action:
1. Refresh Insight Control virtual machine management (VMM) server
resources using the Tools  Logical Servers  Refresh... menu
selection.
2. Deactivate the logical server using the Tools  Logical Servers 
Deactivate... menu selection.
3. Repeat the delete operation using the Delete  Delete Logical Server...
menu selection.
 Deactivate or move logical servers before replacing blade.
Before you replace a blade in an enclosure that is currently hosting a
logical server, move or deactivate any logical servers that are active on the
blade. After the new blade has been installed, discovered, and licensed,
perform the Tools  Logical Servers  Refresh... menu selection for
Virtual Connect server resources. Then reactivate the logical servers on the
blade or move them back from the location to which they have been moved.

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Learning check
1. What is a template in IO?
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
2. IO stores user login names and passwords in its database.
 True
 False
3. Which tasks can be done by members of HPIO_Architects? (Select all that
apply.)
a. Can configure networks and pools
b. Grant users access to existing resources
c. Can create, modify, and publish templates
d. Can use the IO Designer
4. Where are network resources defined? (Select all that apply.)
a. VMware or Hyper-V managers
b. VCEM
c. Onboard Administrator
d. Options tab in HP SIM
5. Virtual machine management (VMM) templates are used for ESX hosts in IO 6.
 True
 False
6. List at least two supported server deployment platforms for IO.
.................................................................................................................
.................................................................................................................
.................................................................................................................

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Module

Objectives
0B

After completing this module, you should be able to:


 Describe the Operations Orchestration Studio
 Describe the IO Designer tool
 List the three IO user interfaces and their uses
 Describe the user request lifecycle
 Identify IO user tasks
 Explain how to create and manage workflows

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HP Operations Orchestration Studio


1B

HP Operations Orchestration Studio

HP Operations Orchestration (OO) Studio is install part of HP Matrix OE (Matrix


OEs). The OO Studio console can be launch from START  All Programs  Hewlett-
Packard  Operations Orchestration  HP Operations Orchestration Studio.
Default username is admin and it uses the default password of the
Administrator account of the Windows Server.
The use of Operations Orchestration Studio is the library defines the process flow of
infrastructure orchestration and other relevant components integration.

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Example of OO Studio Library


7B

Example of OO Studio Library

Customize Operations Orchestration


8B

Administrators can create custom workflow processes and attach them to the
infrastructure service templates. IO would the use the OO workflow each time a
specific operation is invoked. Template architects can associate one or more OO
workflows with a particular template.

OO requirements
9B

OO requirements include:
 SMTP server
 IO uses OO during the execution of IO requests notifying users about the
progress of IO processes including approval, manual operating system
deployment, manual storage provisioning, disk scrubbing, storage removal, and
notifications
 To send these notifications, you must configure OO workflows to send email
(through SMTP server)
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Infrastructure orchestration provisioning – HP IO Designer


10B

HP IO Designer enables an architect to plan and design multi-server, multi-tier


infrastructure using a drag-and-drop interface. The infrastructure can include virtual
servers, blades, and physical servers.
IO users can then provision the services using the IO templates.
General architectural tasks include:
 Designing both simple and multi-tier, multi-node service templates
 Capturing requirements for server, storage, and networks
 Publishing templates to the Self-Service Portal for service-creation
 Specifying costs and resources to support tracking and reporting of resources

Creating an IO template
38B

Resource
Components

1. Drag
components
onto workspace

2. Connect
components
together

IO Designer – IO Template design console

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All prices
added
together

Minimum or
3. Set maximum
resource cluster size
configuration
requirements

Recover on
server failure

Example of Server Group Configuration

Storage may be
shared across
servers

Networks can
be internal to
app or public

Boot volumes
specify image to
load

Example of template with multiple servers and storage volumes. Validation completed successfully.

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Validation rules check templates for errors. The designer also includes cost tracking
for components and reporting capabilities for resource requirements.
A typical template provisioning exercise would consist of the following steps. This
example uses a template (best-practice model) for an e-shopping application. After a
template is designed and approved by the architect, it is published into the self-
service portal where it can be requested by a user.
The provisioning process involves tiers of servers, and for each tier you need to
define aspects such as:
 The types of servers (physical or virtual)
 The virtualization platform (VMware or Microsoft Hyper-V)
 The operating system, boot disk size, and configuration (minimum number of
processor cores, minimum RAM required, and so on)
 Which networks each server is attached to

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To use provisioning functionality:


1. Drag components from the Components pane onto the workspace.
The user can select a resource from the components pane. You can drill down
into the components of the pools that are displayed.
2. Connect components together.
3. Set resource configuration requirements such as the total cost per server,
minimum or maximum cluster size, and whether to automatically recover if a
server failure occurs.
When using the provisioning tool, keep in mind the following items:
 Networks can be internal to the application or public.
 Boot volumes specify the image to load.
 Storage can be shared across servers.
The provisioning tool maintains a catalog of services, which display on the IO
Templates tab. When you create a service instance, be sure to specify lease end
dates to protect against stale virtual machines and such.

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Optimize infrastructure confidently


1B

Capacity planning information provided through Matrix OEs

HP Matrix OE solutions have built-in capacity planning and rebalancing tools. It


helps to improve server consolidation ratios, cut server consolidation time down from
months to days, adjust resources in seconds or minutes easily, and manages both
physical and logical servers in the same way.
Enhancements for capacity planning capabilities include:
 Advanced consolidation reports with cost allocation-ready data
 Hardware awareness, enabling the use of benchmark data to help with capacity
planning analysis
Example
Hardware upgrades from Gx to G6 servers
 Constraint visibility to help analyze utilization by department, location, hardware
type, and so on (leverages HP Systems Insight Manager, or HP SIM)
 VMware Distributed Resource Scheduler (DRS) cluster awareness for ProLiant
nodes
 Agentless data collection for Linux (x86 and Integrity) for the processor, memory,
network, and disk

Note
Power information will continue to come from the Insight Control power
management functionality using HP integrated Lights-Out (iLO) for HP servers for
power-related capacity planning.

 Support for ProLiant nodes running Citrix Xen


 Expanded report choices
 Scalability to collect data from more than 1,500 managed nodes

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Continuously optimize resource usage and power


12B

Capacity planning with HP Labs technology

Capacity planning enables day-to-day planning based on unique HP Labs


technology. With this technology, you can optimize for utilization, maximize energy
efficiency, and optimize for performance.
Smart Solver technology calculates the best fit consolidation or rebalancing.

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Capacity planning functionality overview


39B

Capacity Advisor Profile Viewer screen

HP Matrix OE is the most advanced real-time capacity planning tool in the industry.
It enables you to continuously analyze server capacity and power use. It collects and
analyzes millions of historical data points from virtual and physical resources. Then,
using new Smart Solver technology developed by HP Labs, it can show you the best
fit for the workloads, reducing the number of physical servers needed to support
those workloads.
With its five-star capacity rating system, it takes the tedious research and guesswork
out of traditional capacity planning. The interface enables you to drag a logical
server and instantly see if it can be moved to the selected target server.
And with energy usage awareness built in, based on more than a thousand data
points per server per day, administrators can quickly make decisions to make their
data center more energy-efficient. They can also create inventories and reports to aid
in decision making.

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Examples of capacity planning reports


72B

Peak Summary Report

Consolidation Candidate Report

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Cost allocation report

Adjust resources for demanding applications


14B

HP Logical capability offers the same mobility and flexibility to physical blade servers
you are used to from virtual machines—we call that logical server capability. Logical
server capability enables physical and virtual server identities to be managed as one
and to be easily provisioned and freely moved. This new functionality will leverage
the HP BladeSystem and Virtual Connect technologies.
Logical servers can be easily applied to a physical blade server or a virtual machine.
Deactivated logical servers can be stored in templates, which are ready to go when
they are needed again.

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Logical server management


41B

Logical servers move task

Logical servers can be managed through an easy to use interface, which allows you
to create them, copy them, activate them, de-activate them, edit them, migrate them,
and so forth.
The activation time required is basically the boot time.

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Recovery management architectural diagram


45B

Insight Recovery configuration example

The basic unit of Matrix OEs recovery management is a Recovery Group. A Recovery
Group consists of a logical server and a Replication Group, which is a set of disks
configured for replication. A typical site consists of one or more Recovery Groups.
The preceding Matrix OEs recovery diagram shows how Continuous Access EVA
(storage replication) is the software piece that ties the two sites together and allows
for failover and failback between the sites. The diagram shows primary and recovery
sites and the main hardware and software components of an Insight Recovery
solution.
At each site, the Central Management Server (CMS) hosts HP SIM and a Matrix OEs
instance. In addition to the CMS, the other hardware components include the storage
management server (which runs Command View EVA), the HP ProLiant servers (in this
example, HP BladeSystem c-Class blade enclosures), and the StorageWorks EVA
storage arrays.
Continuous Access EVA in synchronous mode is used for storage replication for both
planned and unplanned events. Because of latency requirements for Continuous
Access EVA synchronous replication, the distance between sites is generally limited to
a metropolitan area.

Note
For more information about the storage recovery solution, refer to the Continuous
Access EVA Implementation Guide.

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Streamlined storage pool management


16B

Storage Provisioning with HP Matrix OE

Storage Provisioning Manager provides a service orientation to storage


management. It performs automated provisioning of HP storage products within the
Matrix environments. Storage resources can be populated into a storage catalog,
categorized according to intended use, and then provisioned by matching storage
needs to the available resources. Storage administrators no longer have to manually
respond to users’ requests. They now manage the policies and allow automation to
act.
It introduces a common storage provisioning interface for both the server and storage
administrators. It provides a consistent view of storage pools, making it easier for
server admin to request storage and populate storage pools, while allowing the
storage admin to retain control of process and permissions. Server administrators
have increased visibility to changes initiated by storage administrators.

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HP Storage with BladeSystem Matrix


46B

Storage support with HP Matrix OE

6.0 and earlier provided “boot from san” support for Fibre Channel environments
(any FC-san compliant array, not limited to HP offerings). Capabilities were for boot
and data storage. Integrated support for disaster recovery is offered for XP arrays for
continental/metro distances, and for EVA arrays for metro distances—through
StorageWorks CLX support and integration with continuous access replication
software. For non-XP or EVA arrays, the “storage decoupling” feature for recovery
allows for manual connection of replicated storage logical unit numbers (LUNs) at the
recovery site to the recovered logical servers. This is supported for any FC-SAN
compliant array.
6.1 introduces support for iSCSI support for VMware and Hyper-V boot and data
storage on the P4300 and P4500 G2 SAN storage solutions, as well as the
MSA2000i storage solution. Also, limited NetApp storage environments are
supported, as described in the Matrix compatibility guide.

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Improves speed and capability of Matrix deployments:


 Consistent and predictable storage pool content management/visibility
 Enables new capabilities
 Adjust storage operating system host mode
 LUN masking

Server/Storage Administrator Interaction Model


48B

OS/
apps
• Selected storage associated with logical
Logical Server
server storage pool entry (associated
VC MAC/W WN
now or later with a logical server)
• Logical server provisioning • Storage updated as logical server activates,
• Server & application storage needs identified migrates, or needs change
• Storage catalog inventory browsed for storage • Storage reused as desired (e.g., new
fitting the needs logical server using storage pool entry) and
• Storage selected to fill needs marked free in catalog when no longer
Server needed
Management
Storage
Requests

Storage Service
• Storage Requests
• Storage Inventory
Catalog Groups • Storage use policies

Boot SQL Volumes SharePoint


Volumes Volumes

• Definition of storage uses


• Server needs for storage change
• Pre-provisioned storage, designed for a purpose
• Storage classified (tagged) by intended use • Storage aligned to updated needs
• Allowed automation
• Access and automation security set
• Storage added to catalog inventory • Manual reconfiguration
• Also surface storage-initiated changes
Storage
Management

Interaction Model

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Storage tagging
49B

Tier 1
$8K/TB • Allocate cost effective
1
Database Tier storage for physical
workloads and now also
for VMs based on
2
$4K/TB required service levels
App Server Tier Tier 2
• Support for FC, NFS and
now iSCSI
3
Web Server Tier $1K/TB
Tier 3

Storage tagging

In addition to “storage tagging” for physical workloads, we offer now also virtual
machine (VM) storage tagging. That gives administrators and architects control to
which data stores VMs get provisioned. They can specify a specific data store or just
a tag that identifies storage characteristics (tier 1, tier 2, gold, silver, HA, iSCSI, and
so forth).
The benefit is that many customers do have multiple types and tiers of storage
connected to their VM hosts, so if a service being provisioned requires certain
storage for performance or resiliency or whatever, we can now make sure the VMs
go to the right place instead of just going to any available data store.
We now support Matrix iSCSI data stores for VMs, and the savings can be
significant. The result: you can automatically lower your storage costs: up to 50%
through storage tiering (just in capital expenditures (CAPEX), the savings can be 48%
alone).
Example
Storage tiering information:
For Storage tier 3 — HP StorageWorks P4500 G2 120TB MDL SAS Scalable
Capacity SAN Solution = $1,058 / TB – for tier 3
For Storage tier 2 — HP StorageWorks EVA 4400 – 10 TB 34000$ – basic
config, that is, with some more management $4K (including business copy)
For Storage tier 1 — HP StorageWorks XP

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IO users
50B

Infrastructure orchestration high-level diagram

IO provides operations for three types of users:


 Architect — Uses the IO Designer (a graphical designer tool) to create, modify,
and publish simple and complex infrastructure templates.
 Confers with the system administrator to develop and validate data center
requirements
 Designs and validates templates
 Specifies workflows at template execution points
 Publishes templates
 Administrator — Uses the IO console running in HP SIM to manage the overall
behavior of IO, including user management, resource pool management, and
self-service requests.
 Receives IO requests and processes approvals
 Performs provisioning management, which means this role is responsible for
providing resources that can be allocated to IO requests

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 Maintains resource pools, which are pools of systems, including networking


and storage resources
 Provides user access to resource pools
 Manages templates and workflows
 User — Uses the self-service portal to create infrastructure services from
templates. A user chooses from assigned resource pools and specifies the start
and end times of the infrastructure service. The user submits other requests for the
ongoing management of services by using the self-service portal.
 Could be a team member from engineering, marketing, or sales
organizations, for example, who requires fully provisioned systems for a
limited duration
 Needs systems for various usage activities such as testing, development,
and training
The various roles and activities of these different types of users are explored in this
module.

Other roles
17B

Besides the three types of IO users, other types of administrators, such as network
and storage area network (SAN) administrators, play a role in the configuration and
operation of infrastructure orchestration in the data center.
 Storage Administrator
 Maintains storage hardware
 Administers the SAN configuration
 Creates storage LUNs at the request of the HPIO Administrator
 Network Administrator
 Maintains address ranges, Domain Name Server (DNS) services, and other
network services
 Provides network resources at the request of the HPIO Administrator
 Workflow Designer
 Confers with HPIO designers to develop workflow requirements
 Uses HP Operations Orchestration to design and publish workflows that the
HPIO Architect can attach to execution points in a template

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IO terms and concepts


18B

Some important terms and concepts related to Matrix OEs infrastructure orchestration
include:
 Allocation — The server, storage, and network resources (such as IP addresses)
assigned for a request, based on the criteria defined in the template, resource
pools assigned to the user, and the current reservations or allocations of
resources completed by Matrix OEs infrastructure orchestration.
 Approval — A requirement for requests submitted by self-service users.
Approvals are given by an administrator, and they occur between the allocation
and provisioning phases of a service.
 Infrastructure service — A running configuration of infrastructure resources that
is designed to run a business application such as a multitier web application.
Infrastructure resources include server blades, virtual machines, SAN disks,
networks, and IP addresses. An infrastructure service is also referred to as a
service or service instance.
 Lease period — The duration, or lifetime, of an infrastructure service. The lease
period is set or changed by the user.
 Provisioning — The process of creating a service from a template. Through the
IO self-service portal or the IO console, a user submits a request to create the
service. Then the IO controller searches its inventory, allocating the computing
resources to all logical resource definitions in the template.
 Resource pools — Groupings of physical server blades and virtual machine
hosts managed by HP Matrix OEs. An administrator controls resource utilization
by allowing users access to one or more server pools.
A storage pool defines available logical unit numbers (LUN) used as boot or
data disks for physical servers.

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 Request — Submitted by users to perform initial provisioning and ongoing


changes to the infrastructure. Users can monitor and cancel requests.
Administrators approve, reject, cancel, or continue user requests.
Users can submit the following types of requests:
 Create an infrastructure service
 Delete a service
 Place servers on standby
 Resume servers from standby
 Update a service to add servers
 Update a service to add storage
 Change the lease period on a service
 Template — A tool that specifies the requirements, or design, for an
infrastructure service in terms of server groups, networks, and storage. A
template can also define customization points that use HP Operations
Orchestration workflows to be executed during provisioning requests.
 Workflow — A set of actions that execute customer-specific IT tasks. Workflows
are designed using Operations Orchestration, which can be launched from
Matrix OEs. You can use workflows to define integration with your IT processes,
including approvals, manual operating system deployment, manual storage
provisioning, and notifications.
You can also associate workflows with IO templates. These service-action
workflows can be executed before and after an associated request. They are
intended to perform actions specific to a template and the services created from
it.

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IO request lifecycle
2B

To better understand the role of each IO user and how they interact, it is helpful to
understand how the request lifecycle works. This section provides an overview of the
request lifecycle, and the next sections examine the roles of two of the IO users in
more detail.

IO request processing
19B

When a user creates a request, IO processes the request using a series of steps
defined in the associated template.
The Create Service operation automatically provisions an infrastructure based on the
specification in a service template using resources allocated from assigned pools.
(Some manual intervention by the HPIO Administrator might be required.) During a
Create Service operation, IO performs the following operations:
 Validates the request
 Allocates network and IP addresses
 Allocates the servers (server blades or virtual machine hosts)
 Allocates physical and virtual boot disks
 Obtains approvals
 Creates virtual machine or server blade profiles
 Deploys the operating system and other software to the boot disk
 Configures the virtual hardware
 Customizes the operating system (networking, sysprep)
 Allocates the physical data disks
 Provisions the servers for data disks
 Boots the servers
 Executes custom actions
 Sends notifications

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After successfully completing a Create Service operation, the provisioned IO


infrastructure service is available for the duration of the lease period, and you can
access the servers through the network.
A Create Service operation fails when:
 Resources are not available to allocate to the service
 The SAN administrator cannot create the disks
 The IO administrator rejects the request

Create request flow example


20B

The following example provides an overview of how a Create request is initiated by


a user and processed in Matrix OEs infrastructure orchestration. In this example, a
user logs in to the IO portal, selects a template, and initiates a Create request. The
template specifies a single server, a boot disk to be manually provisioned, and a
data disk. The HPIO Administrator also participates in this example.
1. The user logs in to the IO portal at [Link] and
views the available templates. The user selects a template, and clicks Details.

Selecting an IO template

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2. The user examines the template, and if it is suitable, clicks Create Service.

Clicking the Create Service button

3. In the Create Service dialog, the user enters relevant information about the
service, such as:
 The name you want to call this service
 Your email address for notifications
 A hostname completion string (this is added to the hostname defined by the
template)
 The resource pool from which servers, networks, and storage are to be
allocated
 The lease period
When the details are complete, the user clicks Submit.

Submitting service details

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4. In the confirmation message box, the user clicks Ok.

Confirming the service information

5. The HPIO Administrator is notified through email that a create request is


pending and requires provisioning. The administrator then creates a boot disk in
the logical server storage pool. The properties to use when creating the disk are
specified in the email.

Viewing an email message for the HPIO Administrator

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6. The HPIO Administrator logs in to the IO console by means of HP SIM and clicks
the Request tab to view the paused request. The details for the request indicate
why it is paused and what the appropriate administrator actions are.

Viewing the IO request status

7. After creating the storage pool entry, the administrator views the request in an
HTML viewer and clicks the Enter response for Request: <Day> button. This
action posts the response form.

Posting the response form

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8. The administrator fills in either the success response or the failure response form.
In this example, the administrator fills in the success response form and then
clicks Continue: Storage Provisioning.

Filling in the success response form

9. The HPIO user views the updated status of the request in the My Requests tab.
The boot disk has been added and all resources have been reserved for the
service. The service now awaits approval by the HPIO Administrator.

Viewing the updated status screen

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10. The HPIO Administrator receives an email notification indicating that the request
should be either approved or rejected. The message includes relevant
information about the request and detailed steps.

Viewing an email request for approval

11. The HPIO Administrator returns to the IO console, selects the request, and clicks
Approve.

Approving a request to create a service

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12. The HPIO User can see in the Requests tab that the request has been approved;
however, the request is not yet complete. The progress bar shows 12%
completion.

Viewing the request progress

13. The HPIO User clicks the refresh icon in the status column to update the progress
status. The request displays as 26% complete.

Updating the request status

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14. The user receives an email notification that the request has been approved.

HPIO User

d.
ite
ib
oh
pr
is
n
sio
is
m
er
Email notification for the HPIO User

tp
ou
15. The user refreshes the status of the request and finds that the logical server has

ith
been activated.

w
rt
pa
i n
or
l e
ho
w
in
n
c tio

Checking the status of the logical server activation


du
ro
ep
.R
ly
on
u se
er
ld
ho
ake
St
&L
C
P
H

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16. This logical server requires operating system provisioning. The template used in
this instance requires a manual provisioning of the operating system. Templates
can specify automatic provisioning by means of Insight Control server
deployment functionality, for example.

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
l e

Message about operating system provisioning


ho
w
in
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c tio
du
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ep
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ly
on
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17. The HPIO Administrator receives an email notification that a manual operating
system deployment is required. All system and disk information is provided in the
message, along with detailed instructions.

HPIO Administrator

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in

Manual operating system deployment notification


n
c tio

18. The HPIO Administrator locates the server in the HP SIM All Servers collection,
du

selects that server, and performs the manual provisioning of the operating
ro

system.
ep
.R
ly
on
u se
er
ld
ho
ake
St
&L
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HP SIM All Servers screen

40 Rev. 11.11
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Using IO

19. When the manual operating system provisioning is complete, the administrator
returns to the HPIO console, selects the paused request in the Requests tab, and
then clicks Continue.

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
Continuing the Create request process

n
20. After the operating system has been provisioned, the HPIO Administrator
i
or
refreshes the request status and the sees that the job is paused, waiting for data
l e

disk allocation.
ho
w
in
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ctio
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Message about disk allocation

Rev. 11.11 41
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21. The HPIO Administrator receives a request to set up a data disk for the server.
This request is automatically generated by Matrix OEs.
HPIO Administrator

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
Storage provisioning request message
or
e

22. The administrator adds a disk to the logical server storage pool.
l
ho
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in
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Modifying a storage pool

42 Rev. 11.11
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Using IO

23. The administrator can see in Matrix OEs that the logical server has been
activated.

d.
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ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
e

Matrix OEs display


l
ho
w

24. After the data storage is provisioned, the administrator responds to the request.
in
n
ctio
du
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on
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Responding to a notification

Rev. 11.11 43
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25. The HPIO Administrator fills in the request dialog in an HTML view of the
request, and then clicks Continue: Storage Provisioning.

d.
ite
ib
oh
pr
is
n
ios
is
m
er
tp
ou
ith
w
rt
pa
i n
or
HTML view of a request
l e
ho

26. The HPIO Administrator receives notification that the request has completed.
w
in
n

HPIO Administrator
c tio
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ro
ep
.R
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on

Email notification for the HPIO Administrator


u se
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44 Rev. 11.11
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Using IO

27. The HPIO User also receives an email notification that the request has
completed.

HPIO User

d.
ite
ib
oh
pr
is
n
sio
is
m
Email notification for the HPIO User

er
tp
28. The HPIO portal display shows that the provisioning request has finished

ou
successfully.

ith
w
rt
pa
i n
or
l e
ho
w
in
n
tio
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du
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ld
ho
ke

Provisioning request complete message


a
St

The Create request is complete.


&L
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HP Converged Infrastructure Solutions Software v11.11

User tasks
3B

This section provides more information about the HPIO_User role. It describes the
user tasks required to create a service using infrastructure orchestration, as well as

d.
the path of creating a request, getting approval for the request, and obtaining access

ite
to the provisioned service.

ib
oh
User tasks overview

pr
21B

is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in
n
tio

IO portal
c
du

To create a service, an IO user:


ro
ep

 Logs in to the IO portal by navigating to:


.R

[Link]
ly
on

 Reviews the published templates and decides which template is appropriate for
the current objectives
u se

Requests an infrastructure service


er


ld

 Reviews assigned pools and selects the resources to use


ho
ke

 Submits a request to provision the service


a
St

 Receives a request approval


&L

 Monitors the progress of the service provisioning process


C
P

The user must be member of the HPIO_Users group on Microsoft Windows, and the
H

user must be authorized to use IO tools in HP SIM.

46 Rev. 11.11
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Using IO

Templates tab
2B

d.
ite
ib
oh
pr
IO tabs

is
n
When you log in to the IO self-service portal, it displays the following tabs:

sio
Templates — Enables you to view and create services from the available

is

m
templates. HPIO Architects and Administrators can also use the Templates tab to

er
launch the HP IO Designer, which enables them to create, edit, and delete

tp
templates.

ou
ith
 My Requests — Displays a log of your requests and enables you to cancel a

w
request or view the details of a submitted request.

rt
pa
 My Services — Displays a list of your infrastructure services and enables you to
view details or request changes to a service.
i n
or
 My Pools — Displays a list of the resource pools to which you have access.
l e
ho

 My History — Displays a list of system and important event notices.


w

The Templates tab displays by default when you log in. If the user is authorized in
in

HP SIM as an HPIO_Architect or HPIO_Designer, that user can create and edit


n
tio

templates.
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Rev. 11.11 47
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HP Converged Infrastructure Solutions Software v11.11

Creating a service
51B

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
ith
w
rt
pa
i n
or
Create Service
l e
ho

To create a service, select a published template. You can click Details to view the
w
in

details of the template. When you have finished viewing the details, click Back. With
n

the template selected, click Create Service. The Create Service details screen
tio

displays.
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48 Rev. 11.11
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HP Converged Infrastructure Solutions Software v11.11

6. Click Submit to initiate the administrator approval and provisioning process.


Create Service fields
Field name description
Service Name Enter a name for the service

d.
Cost Displays the cost associated to the service

ite
Notes Displays any information entered about the service

ib
Email Enter an email address to receive status updates for

oh
the service

pr
Hostnames Displays the number of server groups included in

is
the template that require hostname completion

n
Completion String Enter the text you want to use to complete the DNS

io
names of the servers in the service

s
is
Resource Pool Select an available resource pool to use in

m
provisioning the service

er
Lease Period Enter the provisioning start date or select Now to

tp
start the service immediately, and enter the service

ou
end date or select None

ith
w
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50 Rev. 11.11
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Using IO

Viewing template details


52B

d.
ite
ib
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is
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sio
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tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in

View template details


n
c tio

The template details page provides a graphical view of the template contents,
du

including:
ro
ep

 Servers
.R

Storage
ly


on

 Networking
se

To view the details of a template:


u
er

1. Select a template.
ld
ho

2. Click Details. The template displays a graphical representation of the


ke

infrastructure service. Clicking individual component icons provides details about


a

them.
St
&L

3. To close the Details page and return to the template list, click Back.
C
P
H

Rev. 11.11 51
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My Requests tab
23B

d.
ite
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is
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sio
is
m
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tp
ou
ith
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rt
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My Requests tab

i n
IO requests are generated for tasks such as a service flex-up or a service deletion.
or
e

Example
l
ho

When you request an IO service such as provisioning from a valid template, a


w

service request is generated when you click Submit.


in

The My Requests tab enables you to view these requests and the associated details of
n
tio

a selected request. You can only view or cancel a request.


c
du

After a Create request is approved and completed, the associated service is started
ro

and listed in the Services tab.


ep
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52 Rev. 11.11
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HP Converged Infrastructure Solutions Software v11.11

Service details
53B

d.
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tp
ou
ith
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Detailed information about a selected component

i n
To view more details about a service listed in the My Services tab, select a service,
or
and then click Details. The service infrastructure details display.
l e
ho

 Selecting any component displays additional information about that item.


w

Selecting a network component displays information about the template used in


in

the creation of the service, resource details, connection information, and any
n
tio

notes associated with the network.


c
du

 Selecting a server group component displays information about the template


ro

used in the creation of the service, resource details, NIC information, and any
ep

notes associated with the server group.


.R
ly

 Selecting a storage component displays information about the template used in


on

the creation of the service, resource details, software information, and any notes
se

associated with the storage component.


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54 Rev. 11.11
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Using IO

Setting servers to standby


54B

The Standby operation deactivates servers within a service without deleting them.
More specifically, a Standby operation:
Validates the request

d.

ite
Deallocates the servers (server blades)

ib

oh
 Powers off the servers

pr
Executes custom actions

is

n
Sends notifications

io

s
is
After successfully completing the Standby operation, IO deallocates the physical

m
server blades, making them available for other uses. IO retains the server profiles,

er
tp
SAN disks, and virtual disks.

ou
If the Standby operation fails, IO powers off the servers.

ith
To perform a Standby operation on a service:

w
rt
1. On the My Services tab, select the service that contains the servers you want to

pa
set to standby.
i n
or
2. Double-click the service, or click Details to view the details of the service.
l e

3. Select the server group you want to set to standby, and then click Standby
ho

servers or right-click the server group and select Standby servers in group. The
w
in

Standby Servers in Group window displays.


n
tio

4. Select one or more servers in the server group and click Submit. This action
c

generates a request to place the selected servers in standby mode.


du
ro

Restoring server operation


ep

5B
.R

The Resume operation restarts servers or a service. During a Resume operation, IO:
ly

Validates the request


on

Reallocates the servers (server blades)


se


u

Powers on the servers


er


ld

 Executes custom actions


ho
ke

 Sends notifications
a
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Rev. 11.11 55
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HP Converged Infrastructure Solutions Software v11.11

When reallocating a server blade on a Resume request, IO must find a server blade
that matches the original logical server definition and physical characteristics of the
previously allocated server blade, including processor architecture and model. In
addition, the new server blade must have at least the same number of processors, the
same amount of memory, and the same processor speed. If IO cannot find a server

d.
ite
blade that meets these requirements, the Resume request fails.

ib
After successfully completing a Resume operation, the physical server blades are

oh
allocated and configured into existing server profiles, physical and virtual servers are

pr
powered on, and the servers resume normal operation.

is
n
If the Resume operation fails, the servers are not available to allocate.

sio
is
To resume a service:

m
er
1. On the My Services tab, select the service that contains the servers you want

tp
place back in operation.

ou
2. Double-click the service or click Details to view the details of the service.

ith
w
3. Select the server group that contains the servers you want to return to service,

rt
pa
and then click Resume servers or right-click the server group and select Resume
servers in group. The Resume Servers in Group window displays.
i n
or
4. Select one or more servers in the server group, and then click Submit. This
e

action generates a request to resume service on the selected servers.


l
ho
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in
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56 Rev. 11.11
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Using IO

Requesting additional servers


56B

To request additional servers for a server group, you perform a Flex Up Server
operation. During a Flex Up Server operation, IO:
Validates the request

d.

ite
Allocates the servers (server blades or virtual machine hosts)

ib

oh
 Allocates IP addresses

pr
Allocates the boot disk (physical and virtual)

is

n
Obtains approvals

io

s
is
 Creates virtual machine and server blade profiles

m
er
 Deploys the operating system and other software to the boot disk

tp
Configures the virtual hardware

ou

ith
 Customizes the operating system (networking, sysprep)

w
Allocates the physical data disks

rt

pa
 Provisions the servers for data disks
i n
or
 Boots the servers
e

Executes custom actions


l
ho


w

 Sends notifications
in

After successfully completing a Flex Up Server operation, IO provisions the additional


n
tio

servers into the infrastructure service, and they are available for the duration of the
c

service lease period. You can access the new servers through the network.
du
ro

A Flex Up Server operation fails when:


ep
.R

 Resources are not available to allocate.


ly

The SAN administrator cannot create the disks.


on

The IO administrator rejects the request.


se


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er
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Rev. 11.11 57
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To request additional servers for a server group:


1. On the My Services tab, select a service and double-click it, or click Details.
2. Right-click a server group and then select Add servers to group. The Add servers
to server group name window displays, showing the maximum number of

d.
servers allowed in this group and the available pools.

ite
ib
3. To add servers, use the arrows in the Total number of servers field to increase

oh
the total number of servers. New servers are created with the same logical

pr
server definition used by the other servers in the group.

is
n
4. Select a resource pool and, if required, arrange the pools for use in the order

sio
you want to provision the service.

is
m
5. Click OK to complete the request. This action generates a request for additional

er
servers on the selected server group.

tp
ou
ith
w
rt
pa
i n
or
l e
ho
w
in
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c tio
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58 Rev. 11.11
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Using IO

Requesting additional storage


57B

You can request additional storage for a service by performing a Flex Up Storage
operation. This operation adds private or shared data disks to an existing
infrastructure service. IO provisions and allocates the storage to the attached servers.

d.
When executing a Flex Up Storage operation, IO:

ite
ib
 Validates the request

oh
pr
 Allocates the data disks

is
 Obtains approvals

n
io
Provisions the servers for data disks

s

is
m
 Boots the servers

er
tp
 Executes custom actions

ou
 Sends notifications

ith
After successfully completing a Flex Up Storage operation, IO provisions the

w
rt
additional disks into the infrastructure service. You can access the new disks through

pa
the network.
A Flex Up Storage operation fails when: i n
or
e

Resources are not available to allocate.


l


ho

The SAN administrator cannot create the disks.


w


in

 The IO administrator rejects the request.


n
tio

To request additional storage:


c
du

1. On the My Services tab, select a service and double-click it, or click Details.
ro
ep

2. Right-click a storage group and then select Add data disk to group. The Add
.R

data disk to group window displays.


ly

3. Click OK to complete the request. This action generates a request to clone the
on

selected data disk and add it to the selected storage group.


u se
er
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a ke
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My Pools tab
25B

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
IO My Pools tab

ith
The My Pools tab displays a list of the available resource pools and the current

w
utilization. A pool is a set of resources that you can use when you create a service.

rt
pa
To find more information about your server pools:
1. i n
In the self-service portal, click the My Pools tab. A list of the resource pools
or
available for your use is displayed.
l e
ho

My Pools fields
w
in

Field name Description


n

Name Displays the name of the resource pool.


tio

Notes Displays a description of the resource pool.


c
du

Physical in use Displays the total number of physical servers


assigned to the pool and the number of assigned
ro

servers currently in use. For example, “1 of 6”


ep

indicates that one of six available servers is in use.


.R

Virtual in use Displays the total number of virtual servers assigned


ly

to the pool and the number of assigned servers


on

currently in use.
se

Assigned Users Displays the number of users assigned to the


u

resource pool. Each of these users can allocate


er

resources out of the pool.


ld
ho

2. Select a resource pool to review.


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60 Rev. 11.11
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Using IO

3. Click Details.
The information that displays at the bottom of the screen is described in the
following table.
My Pools details fields

d.
ite
Field name Description

ib
oh
Server Displays the names of the servers assigned to the
pool

pr
Group Displays the server group name

is
Model Displays the model name of the servers

n
io
Type Displays the type of servers in the pool

s
Utilization Displays server processor, memory, LAN, and disk

is
utilization

m
er
Services Displays services assigned to the selected server

tp
User Displays the names of the users assigned to the
pool

ou
VM’s Displays the number of virtual machine guests

ith
accounts allocated to this resource pool

w
Blades Displays the number of server blades allocated to

rt
this resource pool

pa
i n
or
l e
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My History tab
26B

d.
ite
ib
oh
pr
is
n
ios
is
m
er
tp
ou
ith
w
rt
pa
My History tab

i n
The IO self-service portal enables you to view system and event information about
or
your services. The Result column on the My History tab indicates success , failure
l e
ho

, or additional information is available (hover over the icon to see the


w

information).
in

To view your service history, click the My History tab. This tab displays the
n
tio

information described in the following table.


c
du

Table: My History fields


ro
ep

Field name Description


.R

Date Displays the date of the event


ly

Result Displays the result of the event


on

Messages Displays any messages relating to the event


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Designer tasks
4B

The HP IO Designer enables HPIO_Architects and HPIO_Administrators to plan and


design multisystem, multitier infrastructures by using a drag-and-drop interface. The

d.
infrastructure can include virtual servers and BladeSystem c-Class server blades.

ite
IO Designer operations

ib
oh
27B

pr
IO users can provision services using IO templates. The IO Designer is used for

is
creating and editing templates and workflows:

n
io
 Templates (HP IO Designer)

s
is
 Creating, editing, validating, publishing, and deleting templates

m
er
 Exporting and importing templates

tp
ou
 Incorporating cost data

ith
Workflows (HP Operations Orchestration Studio)

w

rt
 Creating and editing workflows

pa
 Managing flow libraries
i n
or
 Publishing flows
l e
ho

 Managing flows with Operations Orchestration Central


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Rev. 11.11 63
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Starting the Designer


28B

d.
ite
ib
oh
pr
is
n
sio
is
m
er
tp
ou
Starting the Designer

ith
w
To access the Designer you must:

rt
pa
 Have appropriate authorizations to use HP IO on the CMS
 i n
Be a member of the HPIO_Architects or HPIO_Administrators group on a
or
Windows system
le
ho

You can access Designer from the desktop or a browser. To access Designer from the
w

desktop, double-click the IO Designer icon.


in

To access Designer using a browser, open a web browser on the CMS where
n
tio

HP SIM is installed, and navigate to: [Link]


c
du

On the Templates tab you have two choices:


ro

Click New for a new template.


ep


.R

 Select an existing template, and click Edit.


ly
on
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64 Rev. 11.11
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Designer editing areas


29B

d.
ite
ib
oh
Template Design Area

pr
is
n
io
s
is
m
er
tp
ou
ith
w
rt
pa
i n
or
Designer editing areas
l e
ho

The Designer screen has three main areas:


w
in

 Components frame — Contains icons for physical server groups, virtual server
n

groups, SAN (such as physical) storage, virtual storage, and networks that you
tio

can drag onto the template design area during template design.
c
du

Existing Templates frame — Provides a list of templates. Released templates are


ro

error-free and can be submitted for provisioning by any IO user.


ep
.R

Working templates are saved, but are not necessarily error free. Working
ly

templates are not visible to IO users, but an HPIO Administrator can submit an
on

error-free working template for provisioning.


se

New templates are templates that are under construction and exist only in the
u
er

local browser. These templates are not saved to the IO controller and are not
ld

visible to any other users.


ho
ke

 Template design area — Is the area where you place component icons when
a

designing a template. When an icon is placed on the template design area, the
St

icon acquires two connection points. You connect components by selecting a


&L

connection point on one icon and dragging a line to another icon.


C
P
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The following rules apply to icons in the Designer:


 Server groups can be connected to networks or storage.
 Storage and networks cannot be directly connected.

d.
For more information about creating new templates and working with components,

ite
refer to the HP IO user guide. The following table defines the Designer control

ib
functions.

oh
pr
Designer controls

is
Control Action

n
io
New Creates a new tab with a blank template

s
Save Saves the current state of a template

is
m
Save As Saves a copy of an existing template in the Existing

er
Templates section with a different name

tp
Delete Deletes the template associated with the selected
tab from the list in the Existing Templates section

ou
Import Imports a template, previously exported as an XML

ith
file, from your filestore

w
Export Enables you to export a template into your filestore

rt
pa
in a number of different formats
Defaults Enables you to set defaults for the attribute values of

n
template components
i
or
Help Displays context-sensitive online help for IO
l e
ho
w
in
n
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The following table describes the fields and controls that display when you create a
new template or open an existing template.
Designer template fields and controls
Field Name Description

d.
Template Name Displays the unique name used when saving the template.

ite
Published Indicates if the template is published for use by others. You

ib
can only select this field when template is free of errors.

oh
Cost Enables you to view a cost-summary of the resources in the

pr
template.

is
Workflows Displays the current Operations Orchestration workflows that

n
are associated with the available IO execution points, and

io
enables an IO architect to add or delete workflows and

s
is
associations, and to define the order of workflow invocation.

m
Validation Status Displays the validation status of a given template by

er
indicating the presence of fatal errors or warning messages

tp
relating to template design or configuration.

ou
Show Issues Highlights all template components that have validation

ith
errors or warnings. You can position your cursor over the

w
template component to display a summary of the validation

rt
errors and warnings for that component.

pa
Messages Opens a pane at the bottom of the template design area that

n
displays a list of validation errors or warnings associated
i
or
with a template.
 Single-clicking a message highlights the affected template
l e

component.
ho

 Double-clicking a message opens a configuration dialog


w

that enables you to fix the problem.


in

Notes Enables you to enter and save text applicable to the


n
tio

template, for example, notes about the purpose or origin of


the template.
c
du
ro

Designer strategy
ep

30B
.R

The role of the designer is to:


ly

1. Research the requirements necessary to meet operational and business unit


on

objectives.
u se

2. Create infrastructure service templates to meet the business requirements.


er
ld

3. Produce a bill of materials for each template, including the resources required to
ho

provision each template.


ke

4. Publish the templates for use by the business units.


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Basic designer tasks


58B

An IO designer is responsible for the following tasks:


 Setting defaults

d.
 Template defaults

ite
ib
 Physical server defaults

oh
 Virtual server defaults

pr
is
 Subnet defaults

n
io
 SAN storage defaults

s
is
m
 Virtual storage defaults

er
tp
 Creating templates

ou
 Validating templates

ith
w
 Exporting and importing templates

rt
pa
 Viewing template cost data
 Creating and managing workflows i n
or
l e
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To change the Designer default values:


1. In the Designer menu, click Defaults. The Defaults page displays.
2. Enter the costs and configuration options you want to set as defaults on the
following tabs:

d.
ite
 Template — Enables you to set the units for all cost fields

ib
oh
 Physical Servers — Enables you to set the default cost and configuration for

pr
each physical server

is
Virtual Servers — Enables you to specify the default cost and configuration

n

io
for each virtual server

s
is
Subnets — Enables you to specify the default cost and configuration for

m

er
each IP address

tp
SAN Storage — Enables you to specify the default cost and configuration

ou

for SAN storage

ith
w
 Virtual Storage — Enables you to specify the default cost and configuration

rt
for each virtual storage

pa
n
3. Click Save.
i
or
Setting physical server defaults
e

60B
l
ho

To modify physical server defaults:


w
in

1. On the Defaults page, click Physical Servers.


n
tio

2. In Cost per Physical Server, enter a default for the cost of a physical server
c

group.
du
ro

3. In Initial Number of Servers, select the default number of servers in each


ep

physical server group on initial provisioning.


.R

4. In Maximum Number of Servers, set the default number of servers available for
ly
on

each physical server group. This field limits the ability of the user to expand or
flex up the server group. If the maximum and initial numbers are the same, the
se

user cannot add servers to the server group.


u
er

5. In Min Number of Processors, select the default minimum number of processors


ld
ho

for each server in a physical server group.


ke

6. In Min Memory Size, enter the default minimum memory size for each server
a
St

and select MB or GB.


&L

7. In Min Processor Speed, enter the default minimum processor speed for each
C

server in the physical server group.


P
H

8. In Processor Architecture, select the default architecture from the list.


9. In Recoverable, select the applicable recovery mode from the list.
10. Continue editing on another tab, or click Save.

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Template requirements
32B

In general, a valid template must contain at least one server group.


 Every server group must be connected to at least one network.

d.
Every server group must be connected to at least one disk group that is

ite

configured as a boot disk and has valid software specified.

ib
oh
 Every element must be connected to another element.

pr
is
The simplest valid template consists of:

n
io
 One network

s
is
One server group

m

er
 One disk group configured as a boot disk, with valid software specified

tp
ou
Adding a server

ith
61B

Result:

w
rt
pa
i n
or
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in
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c tio
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ep
.R

Adding a server
ly
on

A server group is a set of one or more servers that can be treated as a tier, enabling
the construction of a multitier infrastructure service. The servers in a tier must be
se

homogeneous, and they must satisfy all group attributes.


u
er

To add a server, select and drag a server icon from the Component area to the
ld
ho

design area. This works for adding storage and networking as well.
a ke
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Adding storage
62B

d.
ite
ib
oh
pr
Select to

is
specify a

n
io
boot disk

s
is
m
er
tp
ou
ith
w
rt
pa
i n
Adding storage
or
l e

Use the same procedure to add storage as you use to add servers:
ho
w

 Drag a storage icon.


in

Drop it in the designer pane.


n


tio

Configure the storage.


c


du

Specify whether it is a boot disk.


ro


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Configuring software
63B

Configuring software

The Software tab is used to configure software for a server. You must select Disk is
bootable on the Config tab to enable the Software tab.
When you first select Disk as bootable, the Software tab displays an error status
validation indicator, indicating that you must specify software for the disk. To select
software for automatic software deployment:
1. Click the Software Tab. Automatic is selected by default and a list of known
software is displayed.
2. If required, select the OS Type and Virtualization Type from the lists.
3. Click Save to save the configuration.

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Adding networking
64B

To access network configuration options:


1. From the IO home page, click New, or open an existing template.
2. Select a network on the template, or drag a Network icon from the Components
section and drop it in the template design area.
3. Double-click the Network icon, or right-click the network, and select Edit Subnet
Configuration. The Edit Subnet Configuration page displays with the following
tabs:
a. Config — Enables you to specify the subnet for a network by either:
 Selecting a specific subnet for the network
 Specifying the attributes of the network
b. Connections — Provides data regarding each of the server groups
connected to the subnet in the template
c. Notes — Enables you to attach notes to the network
4. Update the network subnet as required.
5. Click Save.

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Configuring subnet attributes


74B

Specifying the attributes of a network subnet allocates a specific subnet, meeting the
requirements for the network when a service is created based on a template.
To specify default subnet configurations for new templates:
1. On the Config tab, select Specify desired attributes.
2. In Allocation Name Hint, enter a name or name hint, which will be used by IO
to select a subnet with the specified name. If no subnet is found with a matching
name, this field is ignored.
3. In Specify subnet attributes, specify fields that describe the required attributes for
this subnet. If any is specified for an attribute, IO ignores this attribute when
allocating a subnet during provisioning.
 Subnet Visibility — Enables you to select whether the network is visibility is
any, public, or private.
 Subnet IP Version — Enables you to select whether the network IP version is
IPv4 or IPv6.
 Subnet Sharing — Enables you to select whether the network is shared or
exclusive. If you select Exclusive, IO allocates a subnet that is not allocated
to any other infrastructure service. The allocated subnet is reserved for
exclusive use by the service until it is deprovisioned.
4. Click Save.

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Viewing network connections


76B

Viewing network connections

The Connections tab summarizes the network connections associated with the
selected network. The following table describes the columns on this tab.

Column/Field Name Description


Server Name Displays the logical name of the server group
Hostname Displays the hostname of the server
Displays the number of servers in the connected
Server Count
server group
Displays the logical NIC name of the connected
Interface
interface
Displays the IP Assignment Type configured on the
Assignment Type
interface

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Validating a template
65B

Validation status

Template validation helps you create templates that can be successfully provisioned.
Templates that are invalid (display validation errors) cannot be published and are not
visible to users who might want to create services based on the template. As you
develop a template, the overall template validation status updates automatically. You
do not need to actively revalidate a template during the design process.
The IO Designer includes several tools to help you create valid templates:
 Validation status icons — An icon is associated with the template validation
status next to each template in the Existing Templates tree and at the top of each
template tab in the Validation Status area of the template header.
 Show issues — Click Show Issues or the Validation Status icon in the template
header to highlight the elements on the template design area that have
validation problems.
 To display a tooltip summarizing the issues, mouse over any highlighted
component.
 To remove the highlight, click Hide Issues or the Validation Status icon.

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 Validation messages — Within a template design tab, click Messages in the


template header. Validation errors and warnings for the template display in a
pane at the bottom of the template design area. Each message contains specific
information as to the source of the problem and a suggested resolution. When
you click a message, the problem component on the design template design
area is highlighted. To display the configuration dialog and open the
appropriate dialog tab, double-click a message.
 Dialog field and tab highlighting — When a server group, subnet, or disk
configuration dialog is open, any tab that contains a field with data causing a
warning or error message displays the appropriate validation symbol over it.
Problem fields are highlighted in red or yellow as appropriate, with tooltip data
describing the problem and a suggested resolution.
Validation messages display information about issues or potential issues with a
template. The two levels of validation messages are:
 Validation errors — A validation error means that there is an issue with the
template that will cause any attempt to provision a service based on the template
to fail. If a template has any validation errors associated with it, the template has
a validation status of Error and cannot be published. The Published check box in
the Templates tab header remains disabled until all validation errors are
resolved.
 Validation warnings — A validation warning means that there is an issue with
the template that will cause any attempt to provision a service based on the
template to fail, or that there could be functional problems with the provisioned
service. If a template has any validation warnings, and has no validation errors,
the template will have a validation status of Warning. You can publish templates
with validation warnings; however, you should resolve validation warnings
before publication.
All templates display a validation status of Error, Warning, or Valid next to each
template in the Existing Templates tree and at the top of each Templates tab, in the
Validation Status area of the template header. You can save any template, regardless
of validation status; however, you can only publish templates with a validation status
of Warning or Valid.

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Validation example
7B

Validation example

When you click the component showing the validation error, information displays in
the Notes box in the upper-right side of the screen.

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Saving a template
6B

Saving a template

After creating or editing a template, click Save. After saving a template for the first
time, the Designer tool automatically moves the template from the New Template
category to the Working template category.

Deleting a template
67B

Deleting a template has no effect on any running infrastructure services; however, a


user cannot create more services from a deleted template.
After you delete a template, you cannot recover it. If the template was exported as
XML, you can import the template into your system.

Publishing a template
68B

To publish a template, select Published and then save the template.


Templates that are invalid (display validation errors) cannot be published and are
therefore not visible to users who might want to create services based on the
template.

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Creating and managing workflows


5B

Creating and managing workflows

The IO Designer Workflows Edit page enables you to assign Operations


Orchestration workflows that execute at the beginning or end of an IO action to the
template.
To display the Workflows window, while editing a template in the Designer, click
Workflows.

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Adding a workflow
3B

Adding a workflow

The IO Designer Workflows page enables you to associate Operations Orchestration


workflows with various phases of provisioning, operating, and deprovisioning a
service created from a template.
The Workflows page displays with the following tabs:
 Edit — Enables you to add a workflow to a template or edit a workflow
associated with the template
 Ordering — Displays the workflow associated with the selected execution point
 Summary — Displays a list of all workflows associated with the template
To edit a workflow:
1. Edit the workflow as required.
2. Click Save.

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Selecting a workflow to add


34B

Selecting a workflow to add

To add workflow, select a workflow from the Select a workflow list, or select
Manually Add. If you select Manually Add, do the following:
1. Enter the name of a workflow that either exists or will exist on the server when
the template is used.
2. Enter the path of a workflow that either exists or will exist on the server when the
template is used.
3. Select at least one execution point.
4. Click Add.

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Workflows Edit tab


35B

The Operations Orchestration workflows that execute at the beginning or end of an


IO action are called execution points.
You can select Beginning and End for the following items:
 Create Service — Provisions the resources required to create a service from a
template
 Add Servers — Provisions additional servers in an existing service
 Add Data Disk — Provisions additional shared or private data disks in an
existing service
 Change Lease — Extends or reduces the lease period of an existing service
 Standby Servers or Service — Places a server or an entire service in standby
mode, preserving disks and freeing up resources
 Resume Servers or Service — Reactivates a server or an entire service, taking
the server or service out of standby mode, reallocating free servers, and reusing
data disks
 Delete Service — Deprovisions an existing service

Workflows Ordering tab


36B

The IO Designer Workflows Ordering page displays the workflow associated with
the execution points and enables you to adjust the order in which the workflows are
performed.
To modify a workflow sequence:
1. Select the execution point group from the Execution Point Type list.
2. Select the workflow you want to adjust, and use the arrows on the right side to
adjust the order.
 To move a workflow up, use the up-arrow button.
 To move a workflow down, use the down-arrow button.
3. Continue to select execution point groups and adjust the entries within the
execution point as required.
4. When the list is in the proper sequence, click Save.

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Workflows Summary tab


37B

The IO Designer Workflows Summary tab displays a list of all workflows associated
with the template in a tree format with the seven workflow request types as root
folders.
You can expand each folder (displaying the subfolders) by clicking the plus sign (+).
Use the ++ and – buttons in the upper left corner to expand or collapse all folders.
No configuration is performed on the Summary tab.

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Learning check
6B

1. Matrix OEs capacity planning uses ____________placement to fit virtual


machines operating as a cluster rather than ____________placement of several
virtual machine hosts.
a. static, dynamic
b. dynamic, static
2. Which enhanced tool simplifies consolidation and load balancing and enables
you to run What If Actions?
.................................................................................................................
3. With benchmark-based processor scaling, the accuracy of the processor scaling
depends on having accurate information about ____________.
.................................................................................................................
4. List the four main activities the IO infrastructure supports.
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
5. List the three IO user interfaces, and briefly describe their uses.
.................................................................................................................
.................................................................................................................
.................................................................................................................
6. Briefly describe the user request lifecycle.
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................

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7. Which tab would the HPIO_Users role use to view the system and event
information about their services?
a. Templates
b. My Requests
c. My Services
d. My Pools
e. My History
8. Which tab would the HPIO_Users role use to view and create services?
a. Templates
b. My Requests
c. My Services
d. My Pools
e. My History
9. Identify the following tasks as requiring either the IO Designer (D) or the HP
Operations Orchestration Studio (S).

Creating, editing, validating, publishing, and deleting templates ______


Creating and editing workflows ______
Exporting and importing templates ______
Managing flow libraries ______
Publishing flows ______
Incorporating cost data ______
Managing flows with Operations Orchestration Central ______
(Hint: There are three “D” items and four “S” items.)

10. What tabs are available on the IO Designer Workflows page?


.................................................................................................................
.................................................................................................................
.................................................................................................................
11. What is an execution point?
.................................................................................................................
.................................................................................................................

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IO — Troubleshooting
Module

Objectives
After completing this module, you should be able to:
 Describe the layers of troubleshooting for HP Insight Dynamics infrastructure
orchestration
 Show the kinds of information you can obtain from the Requests tab in the IO
Administrative Console
 Identify the tabs in the self-service portal that provide diagnostic information
 Identify the IO operational properties contained in the [Link]
configuration file
 Correct a failed IO server deployment
 Describe solutions for common issues
 Verify the configuration of the Central Management Server (CMS)
 Use the sbapi utility to help troubleshoot IO
 Use the lsmutil utility to help troubleshoot IO

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Troubleshooting IO

IO layers

You typically configure an infrastructure orchestration solution from the upper layers
down. The hierarchy is as follows:
 IO
 Logical Server Management
 Insight Dynamics
 HP Systems Insight Manager (HP SIM)
 HP Virtual Connect and HP Virtual Connect Enterprise Manager (VCEM)
 HP StorageWorks Enterprise Virtual Array (EVA) storage
You can also check Insight Control server deployment, the Onboard Administrator
(OA), and HP integrated Lights-Out (iLO).
Generally, changes made in upper layers propagate to lower layers, but changes
made on lower layers do not propagate to upper layers.

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IO Troubleshooting

Troubleshooting information

Job lists and log files used in troubleshooting

Tracking issues can lead you to investigate a number of job lists and log files at
various layers. The following files and sources are used in this investigation:
 IO — Request History and [Link]
 Logical Server Management — [Link]
 Insight Dynamics — vseassist, [Link], and [Link]
 HP SIM — Task results, event collections, mxlog, and [Link]
 Virtual Connect and VCEM — VCEM Jobs list and the Profiles tab
 Storage (EVA) — Run History, Trace log, and Events log

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IO Administrative Console

Administrative Console display

Use the IO Administrative Console to check:


 The Requests and Services tabs for status
 All infrastructure orchestration events in HP SIM
 IO log files on the CMS

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IO self-service portal

My History tab

My Requests tab

Use the IO self-service portal to view the following diagnostic information:


 My History tab for activity details
 My Requests tab for request details
 My Services tab for status

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IO configuration file
The [Link] file contains the general operational properties of IO, such as
polling intervals; retry values for Insight Control virtual machine management, PXE
boot to server deployment, and allocation attempts; timeout values; and controller
values. Refer to this file when you need to check aspects of the IO configuration.
Example
########################## CONNECTION INFORMATION ##########################
[Link] = localhost

# RMI port for VMM


[Link] = 40420
# RMI port for LSA
[Link] = 51001

# Webservice port for HPSIM


[Link] = 50002

########################## HPIO KEYSTORE ##########################


[Link] = C\:/Program Files/HP/IO/conf/keystore
[Link] =

########################## HPIO DEFAULT RDP SESSION TEMPLATE ###########


# This is the file used to generate RDP console sessions when launching RDP
# console to deployed servers through the OC/UP UIs. You may modify this
# setting to point to a different file or modify the default
# file ([Link]). However this file MUST reside in the
# conf/console directory.
[Link] = [Link]

########################## Enable display of telnet console feature for


deployed servers ########
# Determines whether a telnet console link will be displayed in OC/UP for
deployed servers.
# NOTE that this setting does NOT enable/disable telnet access on deployed
servers. It simply

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# determines whether a telnet console link will be displayed in OC/UP for


each deployed server.
[Link] = true

########################## Configuring VM console ####


# In order to enable VMWare console access to deployed VMs in
# the OperationsConsole/UserPortal UIs, you must copy the VMWare MKS
# browser plugins from an ESX 3.5 update 3 server as follows:
# 1) on the CMS, open a command window
# 2) cd to <IO_insttall_dir>/conf/console/mks
# 3) scp -r <superUser>@<esxHost>:/usr/lib/vmware/webAccess/tomcat/apache-
tomcat-*/webapps/ui/plugin/* .

########################## HPIO VERSION ##########################


[Link] = 6.1.0
[Link] = [Link]

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Correcting a failed server deployment

Logical server with failed deployment

If an IO physical server deployment fails or an IO delete service request fails, you


must perform a manual cleanup process to fully erase the operating system from the
boot disks, detach the server blade from the storage, and return the blade to an IO
server pool for a future provisioning request. With these failures, the server blade is
moved to the IO Maintenance pool, and the Insight Dynamics logical server is
renamed with the “Clean-me-” prefix.
The server profile and boot disk are preserved, enabling an administrator to
determine the cause of the failure and perform any required maintenance before
returning the server blade to a user pool. Manual cleanup of the failed server blade
depends on the deployment server used to provision it.
The following steps are documented in the IO 6.1 release notes and IO 6.2 user
guide:
1. Power on the server blade.
2. Erase the boot LUN using one of these two options:
 At boot, press F9, then select Advanced Options  Erase Boot Disk
 From the Insight Control server deployment console, run Erase ProLiant
ML/DL/BL Array Configuration
3. Power off the server blade.
4. Delete the server and its jobs from Insight Control server deployment.
5. Deactivate the logical server (it is named Clean-me-<servername>).
6. Delete the logical server.
7. In VCEM, verify that the Virtual Connect profile has been unassigned and
deleted.
8. Move the server blade from the HPIO Maintenance pool to your pool.

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Common issues
Sometimes restarting the IO or HP SIM service resolves an issue, but you can also
check other services as well (Insight Control server deployment, VMware ESX, and so
on).
When blade associations are broken, the Simple Network Management Protocol
(SNMP) agent might be causing it. Check the [Link] file on a managed Linux or
ESX system. When Web-Based Enterprise Management (WBEM) is used, check for
the tog-pegasus service on Linux.
After you fix any management protocol issues, run the Configure or Repair Agents
task. You should start identification tasks whenever management protocol settings are
changed.
When virtual machine associations are broken, check the Insight Control virtual
machine management agent on the host. Then run discovery and identification tasks.

Setting the logging configuration


The logging requirements for IO are set in C:\Program
Files\HP\IO\conf\[Link]. When setting the logging levels, remember that
DEBUG level provides the most information.
Example
[Link]=INFO, dailyFile

### direct log messages to file ###


[Link]=[Link]
[Link]=logs/[Link]
[Link]=50MB
[Link]=20
[Link]=[Link]
[Link]=%d [%-18t] %-5p %C.%M -
%m%n

### direct log messages to file ###


#[Link]=[Link]
#[Link]=logs/[Link]

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#[Link]='.'yyyy-MM-dd
#[Link]=[Link]
#[Link]=%d [%-18t] %-5p %C.%M - %m%n
#[Link]=false

Logical server activity logging can be configured in C:\Program Files\HP\


Virtual Server Environment\conf\lsa\log4j_ctrls.properties.

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IO Troubleshooting

Verifying the CMS configuration


You can use the vseassist tool and the HP SIM Diagnose menu to help you identify
and resolve any CMS configuration issues related to IO.
The Check CMS Configuration task performs configuration checks on the CMS. To
run this task, from the HP SIM menu, select Diagnose  Troubleshoot VSE
Management  Check CMS Configuration.
When IO is installed on the system, a set of checks related to the IO configuration
and resource availability execute to help you identify any issues with the IO
configuration.
IOAssist has its own command line interface (CLI); however, IOAssist is primarily
used through vseassist, either through the HP SIM interface or through the vseassist
CLI (vseassist -c).

Note
For more information on vseassist, refer to the vseassist manpage and the Insight
Dynamics help system.

Example
To run all checks, in the CLI, enter:

ioassist —g all

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Checks provided with IOAssist


The following table describes the checks provided with IOAssist.

Name Description
HPIO Database
Verifies the communication between IO and HP SIM
Responsiveness
HPIO Responsiveness Verifies the communication between IO and HP SIM
HPIO User Groups Verifies that IO user groups are properly configured in Microsoft
Configured Windows for basic operations
HPIO ToolBox Configured in Verifies that IO user groups are properly configured in HP SIM for IO
HPSIM operations
Insight Control Virtual
Verifies the communication between IO and virtual machine
Machine Management
management
Software Responsiveness
Virtual Infrastructure Server
Verifies the virtual infrastructure server configuration in HP SIM
Configuration
Verifies that deployment servers are available for automatic operating
Deployment Services
system deployment
Verifies the email configuration in HP Operations Orchestration for
HPIO Email Configuration
request notification
Logical Server Management
Verifies that IO can communicate with logical server management
Communication
HPIO Network Verifies that at least one network is properly configured in IO for
Configuration provisioning with minimum required parameters
HPIO User Pools
Checks for the availability of resources on IO user pools (virtual and
Configuration - Resources
physical)
Availability
HPIO User Pools
Configuration - Users Checks if users are assigned to the IO pools
Assigned to Pools
Operations Orchestration Checks available IO workflows configured in Operations
Workflow Configuration Orchestration
Virtual Software Verifies that virtual software customization is properly configured for
Customization automatic operating system deployment
HPIO Template Available
Verifies that there are published and valid IO templates
and Published
Storage pools assigned to Checks if there are Storage pools available on each Virtual Connect
VCDG Domain Group for physical provisioning
Checks if there are available physical, virtual, and mixed networks for
Available Networks
provisioning
Server Availability Checks if virtual and physical servers are available for IO operations
Verifies that deployment servers contain software for automatic
Available Software
operating system deployment

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For each check performed, one of the following status indicators displays:
 PASS — No configuration issue was found.
 FAIL — A serious configuration problem was found. You must resolve the
problem for correct operation.
 WARN — A configuration problem was found. The problem will not necessarily
prevent correct operation, but it might limit or restrict the operation of some
features.
 N/A — Not applicable; the check does not apply to this type of system.

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Using sbapi

sbapi help screen

The Southbound API (sbapi) CLI is useful for exposing the IO view of the systems as
presented by HP SIM and Insight Dynamics. The [Link] utility is located in
C:\Program Files\HP\IO\support.
You can use this utility:
 To validate the IO environment — Enter the command sbapi ValidateEnv
The following example of the output shows both successful and failed tests.

 To view the IO templates in xml format — Enter the command sbapi


GetVmTemplates

 To view information about server pools — Enter the command sbapi


GetServerPools

The output is xml-formatted information about each server.

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Using lsmutil
When IO performs operations on one of its logical servers, it looks up the logical
server information using an API. The lsmutil utility exercises that API from the
command line to provide a view of what information is being returned to IO.
The lsmutil utility reads information from the logical server tables in the Virtual Server
Environment database. Based on the option selected, the script looks up information
in the tables or performs basic database operations.
The lsmutil utility is located in C:\Program Files\HP\Virtual Server Environment\bin.
Examples
To view all logical servers, enter the lsmutil -list command.
To export a list of logical servers and storage pools enter the lsmutil -export
command.

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Learning check
1. It is generally better to perform configuration changes in IO rather than in Virtual
Connect.
 True
 False
2. Which tasks can be performed in the IO Administrative Console? (Select all that
apply.)
a. Check requests and services for status
b. Configure storage pools
c. Check IO log files
d. Design new templates
e. Check infrastructure orchestration events in HP SIM
3. Describe the basic functions of sbapi utility.
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
4. How does the of lsmutil utility work?
.................................................................................................................
.................................................................................................................
.................................................................................................................

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5. With certain deployment failures, the server blade is moved to the IO


_____________________ pool, and the Insight Dynamics logical server is
renamed with the “____________” prefix. The __________ __________ and
______ ______ are preserved, enabling an administrator to determine the cause
of the failure and perform any required maintenance before returning the server
blade to a user pool.
.................................................................................................................
.................................................................................................................
.................................................................................................................
.................................................................................................................
6. Which tab on the IO self-service portal provides activity details?
a. My History tab
b. My Requests tab
c. My Services tab
7. What file do you use to check aspects of the IO configuration?
.................................................................................................................
8. When setting the logging requirements in the IO [Link] file, what level
provides the most information?
.................................................................................................................
9. What task do you run to verify the CMS configuration?
.................................................................................................................

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Learning Check Answers


Appendix A

HP Converged Infrastructure Components


1. List the three infrastructure management challenges identified in this module.
(page 4)
Flexibility, mistakes, and virtualization
2. Fill in the blanks: (page 3)
Organizations typically spend 70% of their budget on operations and
maintenance and 30% is left for business innovation.
3. Fill in the blanks: (page 7)
In a shared services view, modular resources are virtualized, pooled, and
shared.
4. Fill in the blanks: (page 8)
A converged infrastructure is the optimal architecture of virtual pools of servers,
storage, and networking to run applications.
5. HP is the only vendor with the intellectual property and investments across
servers, storage, networking, power and cooling, and management to do this
convergence correctly. (page 13)
 True
 False

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6. Match the HP Converged Infrastructure aspect to its description. (pages 8


through 10)

a. Enables network connections c. Infrastructure operating


and capacity to be fully environment
virtualized from the edge to the
core
b. Created from purpose-built d. Data Center Smart Grid
systems to enable adaptive,
shared capacity that can be
combined, divided, and
repurposed to match any
application demand
c. An ability to automate the a. FlexFabric
provisioning and recovery of
resources within a pool from
both the provider-side and the
requester-side
d. Creates an intelligent, energy- b. Virtual resource pools
aware environment across IT
and facilities to optimize and
reduce energy use, reclaim
facility capacity, and reduce
energy costs

7. List two switches that support FCoE. (page 29)


HP StorageWorks 2408 Converged Network Switch
HP Nexus 5000 Converged Network Switch
8. Which Virtual Connect (VC) module supports FCoE? (page 32)
a. VC 1/10Gb-F
b. VC Flex-10
c. VC FlexFabric
d. VC-FC 8Gb 24-port

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Learning Check Answers

HP Matrix OE
1. What is HP Insight Dynamics? (page 2)
Something similar to: HP Insight Dynamics is a single toolkit to accelerate
complex IT projects, simplify daily operations, and proactively manage data
center capacity and power.
2. Fill in the blanks: (page 8)
The infrastructure orchestration functionality extends Insight Dynamics to provide
rapid provisioning and repurposing of infrastructure services from shared
resource pools using a self-service portal.
3. List three new features of HP Insight Dynamics 6.1. (pages 6-7)
Any three of the following:
 Enhanced integration of HP Server Automation for provisioning physical
servers
 Virtual machine data store support for VMware ESX and Microsoft Hyper-V
with HP P4xxx and NetApp iSCSI
 Virtual machine storage tagging that provides control for virtual machine
data store selection during the provisioning process
 High-availability Central Management Server (CMS) with a new service
option and updated methods
 BL860/70/90c i2 support for visualization, capacity planning, and global
workload management
 Support for new ProLiant G7 servers
 Additional independent software vendor (ISV) template support
4. What are the four main activities that HP Insight Dynamics infrastructure
orchestration supports to automate the deployment of infrastructure services?
(page 18)
Design, provision, operate, and integrate
5. HP Insight Dynamics infrastructure orchestration uses what three portals?
(page 23)
HP IO Designer
HP IO console
HP IO self-service portal

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IO Configuration
1. What is a template in IO? (page 4)
An IO template is a tool that specifies the requirements, or design, for an
infrastructure service in terms of server groups, networks, and storage. A
template can also define customization points that use HP Operations
Orchestration workflows to be executed during provisioning requests.
2. IO stores user login names and passwords in its database. (page 5)
 True
 False
3. Which tasks can be done by members of HPIO_Architects? (Select all that
apply.) (page 7)
a. Configure networks and pools
b. Grant users access to existing resources
c. Create, modify, and publish templates
d. Use the IO Designer
4. Where are network resources defined? (Select all that apply.) (page 12)
a. VMware or Hyper-V managers
b. VCEM
c. Onboard Administrator
d. Options tab in HP SIM
5. Virtual machine management (VMM) templates are used for ESX hosts in IO 6.
(page 30)
 True
 False
6. List at least two supported server deployment platforms for IO. (page 33)
Any two of the following:
 Insight Control server deployment
 Ignite-UX
 HP Server Automation

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7. Which tab would the HPIO_Users role use to view the system and event
information about their services? (page 47)
a. Templates
b. My Requests
c. My Services
d. My Pools
e. My History
8. Which tab would the HPIO_Users role use to view and create services?
(page 47)
a. Templates
b. My Requests
c. My Services
d. My Pools
e. My History
9. Identify the following tasks as requiring either the IO Designer (D) or the HP
Operations Orchestration Studio (S). (page 63)

Creating, editing, validating, publishing, and deleting templates ___D___


Creating and editing workflows ___S___
Exporting and importing templates ___D___
Managing flow libraries ___S___
Publishing flows ___S___
Incorporating cost data ___D___
Managing flows with Operations Orchestration Central ___S___
(Hint: There are three “D” items and four “S” items.)

10. What tabs are available on the IO Designer Workflows page? (page 87)
Edit, Ordering, and Summary
11. What is an execution point? (page 89)
The Operations Orchestration workflows that execute at the beginning or end of
an IO action are called execution points.

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Learning Check Answers

IO — Troubleshooting
1. It is generally better to perform configuration changes in IO rather than in Virtual
Connect. (page 2)
 True
 False
2. Which tasks can be performed in the IO Administrative Console? (Select all that
apply.) (page 4)
a. Check requests and services for status
b. Configure storage pools
c. Check IO log files
d. Design new templates
e. Check infrastructure orchestration events in HP SIM
3. Describe the basic functions of sbapi utility. (page 14)
You can use this utility to validate the IO environment, view the IO templates in
XML format, and view information about server pools.
4. How does the of lsmutil utility work? (page 15)
The lsmutil utility reads information from the logical server tables in the Virtual
Server Environment database. Based on the option selected, the script looks up
information in the tables or performs basic database operations.
5. With certain deployment failures, the server blade is moved to the IO
Maintenance pool, and the Insight Dynamics logical server is renamed with the
“Clean-me-” prefix. The server profile and boot disk are preserved, enabling an
administrator to determine the cause of the failure and perform any required
maintenance before returning the server blade to a user pool. (page 8)
6. Which tab on the IO self-service portal provides activity details? (page 5)
a. My History tab
b. My Requests tab
c. My Services tab

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7. What file do you use to check aspects of the IO configuration? (page 6)


The [Link] file
8. When setting the logging requirements in the IO [Link] file, what level
provides the most information? (page 9)
DEBUG
9. What task do you run to verify the CMS configuration? (page 11)
The Check CMS Configuration task performs configuration checks on the CMS.

A –8 Rev. 11.11

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