UCC EDGE: GETTING STARTED GUIDE...2 | UCC Edge: Getting Started Guide First Time Configuration Once...

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1 | UCC Edge: Getting Started Guide Document Purpose This document will provide simple instructions relating to the deployment and initial configuration of UCC Edge, a Dell Financial Services (DFS) metering solution responsible for the secure retrieval of asset configuration and usage information. The main objectives of this document are to explain the following: Prerequisites and system requirements. How to download the application\VM OVA file. How to deploy the application\VM OVA file. How to perform initial configuration. The following topics are out of scope: Asset user account creation\authentication*. Configuring SFTP data uploads. *Documentation relating to this is available on request. Deployment Requirements Please note the following summary of requirements, these are further detailed in the “UCC - Metering Overview & Requirements” document which is available to download by clicking on the following link: https://support.emc.com/products/47115_UCC- Edge/Documentation/ VMware infrastructure to host the UCC Edge VM. A suitable user account on each asset. Access to a Secure Remote Services VE Gateway. Please refer to the diagram below for information relating to VM resource requirements. UCC Edge - Solution Overview Data Transport Options Depending on how the application has been configured, UCC Edge is able to transport collected data back to Dell using one or more of the following options: Via a Secure Remote Services Gateway*. Directly to a Dell SFTP server. To a Dell SFTP server via a customer maintained SFTP server (SFTP proxy) * This will normally be deployed along with the Flexible Consumption asset(s) to facilitate ‘connect-home’ e.g. hardware support. It is expected that most customers will prefer to leverage Secure Remote Services for data transport, this is the easiest option in terms of implementation. Although SFTP is supported, this option is more complex to implement and will require the following: An external Firewall exception. Additional assistance from DFS. For the remainder of this document it is assumed that Secure Remote Services will be used for data transport. Note: This document can be used irrespective of data transport preference. However, additional assistance will be required if the UCC Edge deployment is to leverage SFTP or SFTP proxy. If necessary, please discuss this with the appropriate DFS Delivery or Project Manager who will be able to help. Obtaining the software The latest UCC Edge OVA can be downloaded from the following website: https://support.emc.com/downloads/47115_UCC-Edge Deploying the OVA file The UCC Edge VM OVA file can be deployed using a very straightforward process which most VMware administrators will already be familiar with. Instructions relating to this process have been provided at Appendix A. Note: It is recommended that “eager zeroed” thick disk provisioning be used for the VM virtual disks. UCC EDGE: GETTING STARTED GUIDE Flexible Consumption

Transcript of UCC EDGE: GETTING STARTED GUIDE...2 | UCC Edge: Getting Started Guide First Time Configuration Once...

Page 1: UCC EDGE: GETTING STARTED GUIDE...2 | UCC Edge: Getting Started Guide First Time Configuration Once the OVA file has been deployed, UCC Edge can be accessed using a web browser and

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UCC Edge: Getting Started Guide

Document Purpose

This document will provide simple instructions relating to the

deployment and initial configuration of UCC Edge, a Dell

Financial Services (DFS) metering solution responsible for the

secure retrieval of asset configuration and usage information.

The main objectives of this document are to explain the

following:

• Prerequisites and system requirements.

• How to download the application\VM OVA file.

• How to deploy the application\VM OVA file.

• How to perform initial configuration.

The following topics are out of scope:

• Asset user account creation\authentication*.

• Configuring SFTP data uploads.

*Documentation relating to this is available on request.

Deployment Requirements

Please note the following summary of requirements, these

are further detailed in the “UCC - Metering Overview &

Requirements” document which is available to download by

clicking on the following link:

https://support.emc.com/products/47115_UCC-

Edge/Documentation/

• VMware infrastructure to host the UCC Edge VM.

• A suitable user account on each asset.

• Access to a Secure Remote Services VE Gateway.

Please refer to the diagram below for information relating to

VM resource requirements.

UCC Edge - Solution Overview

Data Transport Options

Depending on how the application has been configured, UCC

Edge is able to transport collected data back to Dell using one

or more of the following options:

• Via a Secure Remote Services Gateway*.

• Directly to a Dell SFTP server.

• To a Dell SFTP server via a customer maintained SFTP

server (SFTP proxy)

* This will normally be deployed along with the Flexible

Consumption asset(s) to facilitate ‘connect-home’ e.g. hardware

support.

It is expected that most customers will prefer to leverage

Secure Remote Services for data transport, this is the easiest

option in terms of implementation. Although SFTP is

supported, this option is more complex to implement and will

require the following:

• An external Firewall exception.

• Additional assistance from DFS.

For the remainder of this document it is assumed that Secure

Remote Services will be used for data transport.

Note: This document can be used irrespective of data transport

preference. However, additional assistance will be required if

the UCC Edge deployment is to leverage SFTP or SFTP proxy. If

necessary, please discuss this with the appropriate DFS

Delivery or Project Manager who will be able to help.

Obtaining the software

The latest UCC Edge OVA can be downloaded from the

following website:

https://support.emc.com/downloads/47115_UCC-Edge

Deploying the OVA file

The UCC Edge VM OVA file can be deployed using a very

straightforward process which most VMware administrators

will already be familiar with. Instructions relating to this

process have been provided at Appendix A.

Note: It is recommended that “eager zeroed” thick disk

provisioning be used for the VM virtual disks.

UCC EDGE: GETTING STARTED GUIDE

Flexible Consumption

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UCC Edge: Getting Started Guide

First Time Configuration

Once the OVA file has been deployed, UCC Edge can be

accessed using a web browser and the IP address* assigned

to the VM e.g. https://x.x.x.x/

*A hostname can be used if it has been manually registered in

DNS.

It is necessary to complete the ‘First Time Configuration’

wizard prior to logging in to the application, further

instructions relating to this are provided at Appendix B but in

summary the wizard will allow you to:

• Create a user account.

• Register UCC Edge with Secure Remote Services.

• Select an appropriate time zone.

There are two important things to consider when completing

the first-time configuration:

• A single UCC Edge user account is supported, please

store the username and password safely.

• UCC Edge must be registered with Secure Remote

Services using specific credentials, please refer to

Appendix B for further information.

Adding a Contract

After the first-time configuration is complete, the next step

is to log in to application and create a ‘Contract’. A contract

is an important component of UCC Edge, it allows registered

assets to be linked to a ‘Client ID’; a numeric identifier used

internally within DFS to automate data processing.

To create a new contract, select Add Contract from the

Contracts drop-down:

In the following example we are in the process of creating a

contract for the fictional company ACME using ‘Client ID’ 1.

Note: The name chosen for the contract is of little relevance,

quite often the customer company name is used for this

purpose. The ‘Client ID’, however, is of significance and an

arbitrary number should not be used. The Client ID may have

been provided at the same time as this document, if you have

not yet received it please contact the appropriate DFS

Delivery or Project Manager who will be able to help (request

“Teneo Client ID”).

Clicking ADD will create the contract and reveal some

additional navigation bar icons which can be used to further

configure UCC Edge.

Registering Assets

Each Flexible Consumption asset (or management platform

e.g. vCenter) can be registered with UCC Edge by selecting

the icon highlighted below and then clicking +REGISTER.

In the following example we are in the process of registering

a Unity asset. UCC Edge will communicate with this asset

using the IP address and user credentials provided, it is

possible to test this communication by clicking CLICK TO

VERIFY. After communication has been verified, the REGISTER

button can be clicked to finalise the task.

Note: A hostname can be used instead of an IP address if a

suitable DNS server was provided as part of the OVA file

deployment.

Creating Groups

Prior to scheduling a data collection, it is first necessary to

create a group for the registered asset(s). This can be

achieved by selecting the icon highlighted below and then

clicking +CREATE.

Note: Data collection schedules are defined at the group-level

so each registered asset must be placed in a group. It is not

possible to schedule data collections for an individual asset

directly.

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UCC Edge: Getting Started Guide

In the following example we are in the process of creating a

group called Unity Assets. We have chosen UNITY from the

‘Select Asset Type’ list and then clicked ADD ALL UNITY to

populate the group. Finally, we will click ADD to create the

group.

Note: It is recommended that a single group be created for

each asset type associated with the contract e.g. one group for

“Unity Assets” and a separate group for “Isilon Assets” etc. This

allows data collections to be scheduled independently (per

asset type) and with different frequency.

Scheduling Data Collections

Now that we have registered our assets and grouped them

together, it is possible to schedule unattended data

collections. This can be achieved by selecting the icon

highlighted below and then clicking +SCHEDULE.

In the following example we are in the process of creating a

schedule called Unity Assets. We have chosen to start the

schedule at midnight on the 5th February, we want the

‘Collection Frequency’ to be once per day and we have

selected the appropriate group for the registered Unity array.

Note: Daily data collections are suitable for all asset types

excluding AZURESTACK, IDRAC and VCENTER which require

data collections to be performed on an hourly basis.

After clicking CREATE, it is necessary to enable the newly

created schedule as per the image below. Data collections

will now happen automatically, the data will then be

uploaded to Dell for processing.

Additional Help

It is hoped that you will find UCC Edge to be both easy to use

and intuitive. However, a detailed application user guide can

be accessed by clicking the icon highlighted on the image

below.

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UCC Edge: Getting Started Guide

Appendix A: UCC Edge OVA Deployment Note: These instructions specifically relate to the ESXi 6.5 Embedded Host Client. If the vSphere client is to be used please click File

-> Deploy OVF Template to start the deployment wizard.

Right click on Virtual Machines, click Create/Register VM

Select Deploy a virtual machine from an OVF or OVA file, click Next

Enter a name for the virtual machine, drag\drop the OVA file onto the window and then click Next

Select an appropriate datastore, click Next

Read and respond to license agreement, click Next

Select an appropriate network and “Thick” disk provisioning (eager zeroed), click Next

Enter a suitable hostname and network configuration. The fields highlighted below are not mandatory.

Note: As you can see, it is possible to use a customer-specific SSL certificate for authentication, if this is not provided UCC Edge will generate self-signed server certificate. Please note that it is not currently necessary to provide a UCC Edge license key.

Click Finish

The VM console can now be used to monitor progress. A message explaining how to connect to the application will be displayed after the deployment has finished.

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UCC Edge: Getting Started Guide

Appendix B: First Time Configuration Note: The user credentials to be used when registering UCC Edge with Secure Remote Services are not those which would be used to actually login to the Secure Remote Services Gateway. Instead, please provide the username and password of your Dell online support account (www.dell.com/support) – the credentials you would normally use to log a hardware or software service request relating to the Flexible Consumption asset(s).

1) Enter a suitable username and password for the UCC Edge user account, click Next

2) Provide the Secure Remote Services Gateway IP address (or

hostname if applicable) and the username\password of your Dell online support account, click REGISTER

Note: It is possible to skip this step if necessary but UCC Edge will need to be registered with Secure Remote Services for it to properly function. The configuration can be performed from within the application by selecting the icon highlighted below and then clicking Secure Remote Services

3) A message will be displayed confirming that UCC Edge has been registered, click Next

4) Select an appropriate time zone, click FINISH

It is now possible to login to the application using the account created in step #1.