Installing and Configuring VMware vCenter Orchestrator vCenter Orchestrator 4.2.1 This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition. To check for more recent editions of this document, see http://www.vmware.com/support/pubs.
Installing and Configuring VMware vCenter Orchestrator You can find the most up-to-date technical documentation on the VMware Web site at: http://www.vmware.com/support/ The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: docfeedback@vmware.com Copyright © 2008 – 2012 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws.
Contents Installing and Configuring VMware vCenter Orchestrator 7 Updated Information 9 1 Introduction to VMware vCenter Orchestrator 11 Key Features of the Orchestrator Platform 11 Orchestrator User Types and Related Responsibilities 12 Orchestrator Architecture 13 2 Orchestrator System Requirements 15 Hardware Requirements for Orchestrator 15 Operating Systems Supported by Orchestrator Supported Directory Services 15 Browsers Supported by Orchestrator 16 Orchestrator Database Requirements 16 Level o
Installing and Configuring VMware vCenter Orchestrator 5 Initial Configuration of the Orchestrator Server 37 Start the Orchestrator Configuration Service 37 Log In to the Orchestrator Configuration Interface 38 Configure the Orchestrator Configuration Interface for Remote Connection Configure the Network Connection 39 Orchestrator Network Ports 40 Import the vCenter Server SSL Certificate 41 Configuring LDAP Settings 42 Generate the LDAP Connection URL 43 Import the LDAP Server SSL Certificate 44 Specify
Contents Change the Web Views SSL Certificate 68 Change the SSL Certificate for the Orchestrator Client 69 Define the Server Log Level 69 Filter the Orchestrator Log Files 70 Enable Orchestrator for Remote Workflow Execution 71 7 Where to Go From Here 73 Index 75 VMware, Inc.
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Installing and Configuring VMware vCenter Orchestrator Installing and Configuring VMware vCenter Orchestrator provides information and instructions about installing, ® upgrading and configuring VMware vCenter Orchestrator. Intended Audience This information is intended for advanced vSphere administrators and experienced system administrators who are familiar with virtual machine technology and datacenter operations. VMware, Inc.
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Updated Information Installing and Configuring VMware vCenter Orchestrator is updated with each release of the product or when necessary. This table provides the update history of Installing and Configuring VMware vCenter Orchestrator. Revision Description EN-000785-01 n n n EN-000785-00 VMware, Inc. Updated Chapter 4, “Installing and Upgrading Orchestrator,” on page 21 and added information that each Orchestrator server has a unique certificate.
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Introduction to VMware vCenter Orchestrator 1 VMware vCenter Orchestrator is a development- and process-automation platform that provides a library of extensible workflows to allow you to create and run automated, configurable processes to manage the VMware vSphere infrastructure as well as other VMware and third-party technologies. Orchestrator exposes every operation in the vCenter Server API, allowing you to integrate all of these operations into your automated processes.
Installing and Configuring VMware vCenter Orchestrator Scripting engine Workflow engine The Mozilla Rhino JavaScript engine provides a way to create new building blocks for Orchestrator Platform. The scripting engine is enhanced with basic version control, variable type checking, name space management and exception handling. It can be used in the following building blocks: n Actions n Workflows n Policies The workflow engine allows you to capture business processes.
Chapter 1 Introduction to VMware vCenter Orchestrator Developers n Importing and exporting packages n Enabling and disabling Web views n Running workflows and scheduling tasks n Managing version control of imported elements n Creating new workflows and plug-ins This user type has full access to all of the Orchestrator platform capabilities.
Installing and Configuring VMware vCenter Orchestrator Figure 1-1. VMware vCenter Orchestrator Architecture vCenter Orchestrator Client application browser access workflow engine vCenter Server directory services 14 vCenter Server XML SSH web service workflow library JDBC SMTP 3rd-party plug-in Orchestrator database VMware, Inc.
Orchestrator System Requirements 2 Your system must meet the technical requirements that are necessary to install and configure Orchestrator. For a list of the supported versions of vCenter Server, see VMware Product Interoperability Matrix.
Installing and Configuring VMware vCenter Orchestrator n Sun Java System Directory Server 6.3 IMPORTANT Multiple domains that have a two-way trust, but are not in the same tree, are not supported and do not work with Orchestrator. The only configuration supported for multi-domain Active Directory is domain tree. Forest and external trusts are unsupported. Browsers Supported by Orchestrator The Orchestrator configuration interface and Web views require a Web browser.
Chapter 2 Orchestrator System Requirements Table 2-1.
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3 Orchestrator Components Setup To enhance the availability and scalability of your Orchestrator setup, install Orchestrator on a computer different from the computer on which vCenter Server runs. With such separation, you can adjust the operating system to meet the specific recommendations for each service.
Installing and Configuring VMware vCenter Orchestrator Directory Services Setup Orchestrator requires a connection to an LDAP server. Orchestrator supports the following directory service types: Active Directory, eDirectory, and Sun Java System Directory Server. Connect your system to the LDAP server that is physically closest to your Orchestrator server, and avoid connections to remote LDAP servers. Long response times for LDAP queries can lead to slower performance of the whole system.
Installing and Upgrading Orchestrator 4 Orchestrator consists of a server component and a client component. You can install the Orchestrator components on the machine on which vCenter Server is installed or on a separate machine. To improve performance, install the Orchestrator server component on a separate machine. You can install the Orchestrator configuration server on 64-bit Windows machines only. The Orchestrator client can run on both 32-bit and 64-bit Windows machines.
Installing and Configuring VMware vCenter Orchestrator Install vCenter Server and Orchestrator When you install vCenter Server 5.0.1, Orchestrator 4.2.1 is silently installed on your system as an additional component. Prerequisites n Verify that the machine on which you are installing vCenter Server 5.0.1 is a 64-bit operating system platform. n Verify that you have the Microsoft .NET 3.5 SP1 Framework installed. If your system does not have it installed, the vCenter Server installer installs it. The .
Chapter 4 Installing and Upgrading Orchestrator The Fully Qualified Domain Name field displays the FQDN of the system on which you are installing vCenter Server. The vCenter Server installer checks that the FQDN is resolvable. If not, a warning message is displayed when you click Next. Change the entry to a resolvable FQDN. You must enter the FQDN, not the IP address. 6 Either accept the default destination folders or click Change to select another location, and click Next.
Installing and Configuring VMware vCenter Orchestrator Install Orchestrator Standalone For production environments and to enhance the scalability of your Orchestrator setup, install Orchestrator on a dedicated Windows machine. You can install the Orchestrator server only on a 64-bit operating system platform. The Orchestrator client can run on both 32-bit and 64-bit Windows machines. You can install the Orchestrator client on a 32-bit machine.
Chapter 4 Installing and Upgrading Orchestrator What to do next To start configuring Orchestrator, verify that the VMware vCenter Orchestrator Configuration service is running and log in to the Orchestrator configuration interface at: http://localhost:8282. Install the Orchestrator Client on a 32-Bit Machine The Orchestrator client is a desktop application that allows you to import packages, run and schedule workflows, and manage user permissions.
Installing and Configuring VMware vCenter Orchestrator Prerequisites n Verify that the vCenter Server upgrade prerequisites and database upgrade prerequisites are met. For more information about preparing for the upgrade of vCenter Server, see the vSphere Upgrade documentation. n Verify that you know the correct port numbers to use. For a list of required ports, see the vSphere Installation and Setup documentation. n Download the vCenter Server 5.0.1 installer from the VMware Web site.
Chapter 4 Installing and Upgrading Orchestrator 9 Select how to upgrade vCenter Agent and click Next. Option Description Automatic vCenter Agent is upgraded on all hosts in the vCenter Server inventory. Manual All hosts are disconnected from vCenter Server. To upgrade vCenter Agent, reconnect the host to vCenter Server. Select this option if one of the following situations: n You need to control the timing of vCenter Agent upgrades on specific hosts.
Installing and Configuring VMware vCenter Orchestrator Upgrade Orchestrator 4.1.x Standalone To upgrade Orchestrator 4.1.x on a 64-bit Microsoft Windows machine that is different from the machine on which vCenter Server runs, start the latest version of the Orchestrator standalone installer. Prerequisites n Create a backup of the Orchestrator database. n Export the Orchestrator configuration to a local file. See “Export the Orchestrator Configuration,” on page 29.
Chapter 4 Installing and Upgrading Orchestrator 9 Click Install to complete the installation process. 10 Click Done to close the installer. 11 Start the Orchestrator configuration service and log in to the Orchestrator configuration interface. 12 On the Database tab, update the database by clicking Update database. 13 Reimport the SSL certificate for the licensed vCenter Server and start the Orchestrator server.
Installing and Configuring VMware vCenter Orchestrator 5 Click Save when prompted. Orchestrator creates a vmo_config_dateReference.vmoconfig file which you can use to clone or to restore the system. Uninstall Orchestrator You can remove the Orchestrator client and server components from your system by using Add or Remove Programs. Prerequisites n Save the Orchestrator configuration settings to a local file. For more details, see “Export the Orchestrator Configuration,” on page 29.
Chapter 4 Installing and Upgrading Orchestrator 3 Accept the terms in the license agreement and click Next. 4 Either accept the default destination folders or click Change to select another location, and click Next. CAUTION You cannot install Orchestrator in a directory whose name contains non-ASCII characters. If you are operating in a locale that features non-ASCII characters, you must install Orchestrator in the default location. 5 6 Select the type of installation and click Next.
Installing and Configuring VMware vCenter Orchestrator For detailed instructions about migrating the vCenter Server configuration and database, see the vSphere Upgrade documentation.
Chapter 4 Installing and Upgrading Orchestrator 4 From the Windows command prompt, navigate to the datamigration folder, type backup.bat, and press Enter to run the backup script of the data migration tool. 5 Respond to the script prompts. The script checks the vCenter Server version, database type, VMware vCenter Update Manager configuration (if installed), and Orchestrator configuration to determine whether they are compatible with the data migration tool. 6 Check \logs\backup.
Installing and Configuring VMware vCenter Orchestrator d (Optional) Impose restrictions on the exported package. e (Optional) Deselect the Export version history check box if you do not want to export the version history of the package. f Click Save. The upgrade procedure cannot affect the Orchestrator elements that you modified or created. What to do next You can upgrade Orchestrator and restore the configuration by using the data migration tool.
Chapter 4 Installing and Upgrading Orchestrator 7 8 Select the type of database to use. Option Action Install SQL Server 2008 Express instance (for small-scale deployments) Select this option if you used the bundled SQL Express database on the source machine. Use an existing supported database Select this option to use an existing non-bundled database. Select the DSN that was used for the database on the source machine, type the user name and password for the DSN, and click Next.
Installing and Configuring VMware vCenter Orchestrator 17 After the installation process is completed, click Finish. The data migration tool restores the backed up configuration data and starts the vCenter Server service. 18 Check the \logs\restore.log file in the datamigration\logs folder, and verify that no errors occurred during the restore process. n vCenter Server and the Orchestrator client and server components are installed.
Initial Configuration of the Orchestrator Server 5 The Orchestrator Web Configuration tool is installed silently with vCenter Server. You can use this tool to configure the components that are related to the Orchestrator engine, such as network, database, server certificate, and so on. The correct configuration of these components ensures the proper functioning of the applications running on the Orchestrator platform.
Installing and Configuring VMware vCenter Orchestrator 3 (Optional) Set up the service to start automatically on the next reboot. a Right-click VMware vCenter Orchestrator Configuration and select Properties. b In the VMware vCenter Orchestrator Configuration Properties (Local Computer) window, from the Startup type drop-down menu select Automatic. The Orchestrator Configuration service is now running and Orchestrator configuration interface is available for use.
Chapter 5 Initial Configuration of the Orchestrator Server Configure the Orchestrator Configuration Interface for Remote Connection By default, you can access the Orchestrator configuration interface only on localhost. You can configure the Orchestrator configuration interface for remote connection. Procedure 1 Log in as an administrator to the machine on which the Orchestrator server component is installed. 2 Navigate to the jetty.xml configuration file, and open it in a text editor.
Installing and Configuring VMware vCenter Orchestrator 4 Set up the communication ports. For more information about default ports, see “Orchestrator Network Ports,” on page 40. 5 Click Apply changes. What to do next Click SSL Certificate to load the vCenter Server SSL certificate in Orchestrator. Orchestrator Network Ports Orchestrator uses specific ports that allow communication with the other systems.
Chapter 5 Initial Configuration of the Orchestrator Server External Communication Ports You must configure your firewall to allow outgoing connections so that Orchestrator can communicate with external services. Table 5-2. VMware vCenter Orchestrator External Communication Ports Port Number Protocol Source Target Description LDAP 389 TCP Orchestrator server LDAP server The lookup port of your LDAP Authentication server.
Installing and Configuring VMware vCenter Orchestrator 4 5 Load the vCenter Server SSL certificate in Orchestrator from a URL address or file. Option Action Import from URL Specify the URL of the vCenter Server: https://your_vcenter_server_IP_address Import from file Obtain the vCenter Server certificate file. The file is usually available at the following locations: n C:\Documents and Settings\AllUsers\ApplicationData\VMware\VMware VirtualCenter\SSL\rui.crt n /etc/vmware/ssl/rui.crt Click Import.
Chapter 5 Initial Configuration of the Orchestrator Server 6 Common Active Directory LDAP Errors on page 47 When you encounter the LDAP:error code 49 error message and experience problems connecting to your LDAP authentication server, you can check which LDAP function is causing the problem. Generate the LDAP Connection URL The LDAP service provider uses a URL to configure the connection to the directory server. To generate the LDAP connection URL, you must specify the LDAP host, port, and root.
Installing and Configuring VMware vCenter Orchestrator 9 (Optional) Select Use Global Catalog to allow LDAP referrals when the LDAP client is Active Directory. The LDAP server lookup port number changes to 3268. Orchestrator follows the LDAP referrals to find users and groups in a subdomain that is part of the Active Directory tree to which Orchestrator is connected. You can add permissions on any groups that can be accessed from your Global Catalog.
Chapter 5 Initial Configuration of the Orchestrator Server The imported certificate appears in the Imported SSL certificates list. You activated secure connection between Orchestrator and your LDAP server. What to do next You must enable SSL on the LDAP tab in the Orchestrator configuration interface. Specify the Browsing Credentials Orchestrator must read your LDAP structure to inherit its properties. You can specify the credentials that Orchestrator uses to connect to an LDAP server.
Installing and Configuring VMware vCenter Orchestrator 2 Click LDAP. 3 Specify the primary and secondary LDAP hosts, the lookup port of the LDAP server, the root element, and the browsing credentials. 4 Define the User lookup base. This is the LDAP container (the top-level domain name or organizational unit) where Orchestrator searches for potential users. a Click Search and type the top-level domain name or organizational unit.
Chapter 5 Initial Configuration of the Orchestrator Server 3 In the Request timeout text box, type a value in milliseconds. This value determines the period during which the Orchestrator server sends a query to the service directory, the directory searches, and sends a reply. If the timeout period elapses, modify this value to check whether the timeout occurs in the Orchestrator server.
Installing and Configuring VMware vCenter Orchestrator Configuring the Orchestrator Database Connection The Orchestrator server requires a database in which to store data. To establish a connection with the database, you must configure the connection parameters. Install a database and create a new database for Orchestrator. For more information, see “Orchestrator Database Setup,” on page 20. Configure the database for remote connection.
Chapter 5 Initial Configuration of the Orchestrator Server Procedure 1 Log in to the Orchestrator configuration interface as vmware. 2 Click Database. 3 From the Select the database type drop-down menu, select the type of database that you want Orchestrator server to use. NOTE Orchestrator supports Oracle, SQL Server, and SQL Server Express. 4 Specify the database connection parameters. If the specified parameters are correct, a message states that the connection to the database is successful.
Installing and Configuring VMware vCenter Orchestrator 8 In the Instance name (if any) text box, type the name of the database instance. You can leave this field blank, if you have only one instance of SQL Server installed on the machine. 9 In the Domain text box either type the domain name of the machine on which Orchestrator and the database are installed, or type localhost. 10 Select Use Windows authentication mode (NTLMv2). 11 Click Apply.
Chapter 5 Initial Configuration of the Orchestrator Server n Obtain a Server Certificate Signed by a Certificate Authority on page 51 To provide recipients with an acceptable level of trust that the package was created by your server, certificates are typically signed by a certificate authority (CA). Certificate authorities guarantee that you are who you claim to be, and as a token of their verification, they sign your certificate with their own.
Installing and Configuring VMware vCenter Orchestrator 3 4 Generate a Certificate Signing Request (CSR). a Click Export certificate signing request. b Save the VSOcertificate.csr file in your file system when prompted. Send the CSR file to a Certificate Authority, such as VeriSign or Thawte. Procedures might vary from one CA to another, but they all require a valid proof of your identity. The CA returns a certificate that you must import.
Chapter 5 Initial Configuration of the Orchestrator Server 4 Type a password to encrypt the content of the exported keystore database. You must enter this password again when importing the file. 5 Click Export. 6 Save the vmo-server.vmokeystore file when prompted.
Installing and Configuring VMware vCenter Orchestrator b 9 Click the Restart service link. Reimport your packages. a Click the Packages view in the Orchestrator client. b From the drop-down menu, select Import package. c Browse to select the package to import and click Open. d Click Import or Import and trust provider. e Click Import checked elements. The server certificate change is effective at the next package export.
Chapter 5 Initial Configuration of the Orchestrator Server Procedure 1 Log in to the Orchestrator configuration interface as vmware. 2 Click Mail. 3 Select the Define default values check box and fill in the required text boxes. 4 Text box Description SMTP host Enter the IP address or domain name of your SMTP server. SMTP port Enter a port number to match your SMTP configuration. The default SMTP port is 25. User name Enter a valid email account.
Installing and Configuring VMware vCenter Orchestrator 2 Click vCenter Server 5.0.1. 3 Click New vCenter Server Host. 4 From the Available drop-down menu, select Enabled. 5 In the Host text box, type the IP address or the DNS name of the vCenter Server host. 6 In the Port text box, retain the default value, 443. 7 (Optional) Select the Secure channel check box to establish a secure connection to your vCenter Server host. 8 In the Path text box, retain the default value, /sdk.
Chapter 5 Initial Configuration of the Orchestrator Server 4 Browse to locate the .dar file, and click Open. 5 Click Upload and install. The installed plug-in file is stored in the install_directory\app-server\server\vmo\plugins folder. Install a New VMOAPP Plug-In After you configure the default Orchestrator plug-ins, you might want to install a new .vmoapp plug-in. Procedure 1 Log in to the Orchestrator configuration interface as vmware. 2 On the General tab, click Install Application.
Installing and Configuring VMware vCenter Orchestrator d In the Path text box, use the default value, /sdk. This is the location of the SDK that you use to connect to your vCenter Server instance. e In the User name and Password text boxes, type the credentials that Orchestrator must use to establish the connection to vCenter Server. The user you select must be a valid user with administrative privileges on your vCenter Server, preferably at the top of the vSphere tree structure.
Chapter 5 Initial Configuration of the Orchestrator Server Start the Orchestrator Server You can install the Orchestrator server as a service from the Startup Options tab of the Orchestrator configuration interface. When you do this, you can start, stop, and restart the service from the Orchestrator configuration interface. This process is reversible, as you always have the choice of using the Uninstall vCO server from service option.
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Further Configuration Options 6 You can use the Orchestrator configuration interface to change the default Orchestrator behavior.
Installing and Configuring VMware vCenter Orchestrator 2 Open the password.properties file in a text editor. 3 Delete the content of the file. 4 Add the following line to the password.properties file. vmware=92963abd36c896b93a36b8e296ff3387 5 Save the password.properties file. 6 Restart the vCenter Orchestrator Configuration service. You can log in to the Orchestrator configuration interface with the default credentials.
Chapter 6 Further Configuration Options 3 In a text editor, create a file that contains the lookup port value. ch.dunes.net.jboss-server.port=new_lookup_port_number 4 Save the file as vmo.properties. 5 Repeat the procedure for every Orchestrator client instance. You can connect to the Orchestrator server by using the Orchestrator client without adding the lookup port number to the Orchestrator server DNS name or IP address.
Installing and Configuring VMware vCenter Orchestrator Prerequisites The Orchestrator server must be running as a Windows service. Procedure 1 Log in as an administrator to the machine on which the Orchestrator server is installed. 2 Navigate to the wrapper.conf configuration file and open the file in a text editor. The wrapper configuration file is in the following location: install_directory/app-server/bin/wrapper.conf 3 Locate the -wrapper.ping.timeout parameter in the wrapper.
Chapter 6 Further Configuration Options Procedure 1 Log in to the Orchestrator configuration interface as vmware. 2 On the General tab, click Export Configuration. 3 (Optional) Type a password to protect the configuration file. Use the same password when you import the configuration. 4 Click Export. 5 Click Save when prompted. Orchestrator creates a vmo_config_dateReference.vmoconfig file which you can use to clone or to restore the system.
Installing and Configuring VMware vCenter Orchestrator Import the Orchestrator Configuration You can restore the previously exported system configuration if a system failure occurs or when you reinstall Orchestrator. Procedure 1 Log in to the Orchestrator configuration interface as vmware. 2 On the General tab, click Import Configuration. 3 Type the password you used when exporting the configuration. This step is not necessary, if you have not specified a password. 4 Browse to select the .
Chapter 6 Further Configuration Options 7 (Optional) To put the server in Web view development mode, select the Enable Web view development check box. 8 Click Apply changes. Import the Plug-In Licenses The set of plug-ins that Orchestrator includes does not require a license. If you add a plug-in that requires a license, you must import it in the Orchestrator configuration interface. Procedure 1 Log in to the Orchestrator configuration interface as vmware. 2 Click Licenses.
Installing and Configuring VMware vCenter Orchestrator 4 Import the SSL certificate in your local keystore. a Download a root certificate from the CA that signed your certificate. b Import the root certificate in your keystore by running following command in the Java utility. keytool -import -alias root -keystore \ -trustcacerts -file c Import the SSL certificate signed by the CA (the SSL certificate must be in X509 format).
Chapter 6 Further Configuration Options Change the SSL Certificate for the Orchestrator Client By default, the Orchestrator server uses the predefined SSL certificate while communicating remotely with the Orchestrator client. You can change the SSL certificate for the Orchestrator client, for example if your company security policy requires you to use its SSL certificates. Prerequisites Make sure that you have installed an SSL certificate signed by a CA.
Installing and Configuring VMware vCenter Orchestrator 3 Select an option from the Log level drop-down menu. Option Description FATAL Only fatal errors are written to the log file. ERROR Errors and fatal errors are written to the log file. WARN Warnings, errors, and fatal errors are written to the log file. INFO Information, warnings, errors, and fatal errors are written to the log file.
Chapter 6 Further Configuration Options 4 Change the conversion pattern. Where value_name is the name of the available diagnostic values.
Installing and Configuring VMware vCenter Orchestrator Solution If your company policy permits the distribution of SSL keys to multiple servers, you can replicate the SSL keystore. To do that, copy the contents of the install_directory\VMware\Infrastructure\Orchestrator\jre\security\jssecacerts folder from the primary Orchestrator server machine to the same location on the remote Orchestrator server machine. 72 VMware, Inc.
Where to Go From Here 7 When you have installed and configured vCenter Orchestrator, you can use Orchestrator to automate frequently repeated processes related to the management of the virtual environment. n Log in to the Orchestrator client, run, and schedule workflows on the vCenter Server inventory objects or other objects that Orchestrator accesses through its plug-ins. n Publish the weboperator Web view and provide browser access to Orchestrator workflows to users and user groups.
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Index A audience 7 availability 19 C certificate database 52, 53 changing the Orchestrator Lookup port 62 check-pointing 11 configuration config files 65 database connection 48, 50 default plug-ins 54 export configuration settings 29, 64 import configuration settings 31, 66 LDAP settings 45 network connection 39 configuration maximums 19 conversion pattern 70 D data migration tool back up customized elements 33 export configuration settings 32 import configuration settings 34 data migration 31 database c
Installing and Configuring VMware vCenter Orchestrator lookup paths 45 SSL certificate 44 LDAP errors 525 47 52e 47 530 47 531 47 532 47 533 47 701 47 773 47 775 47 license importing plug-in licenses 67 importing vCenter Server license 57 Orchestrator server access rights 58 load balancing 54 log files 70 login 38 M MD5 62 N non-ASCII characters 16, 24, 30, 48 O Orchestrator architecture 13 Orchestrator client, change the SSL certificate 69 Orchestrator configuration interface, remote connection 39 Orch
Index W watchdog utility 63 Web views, change SSL certificate 68 what to do next 73 workflow engine 11 VMware, Inc.
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