VMware vCenter Configuration Manager - 5.7 Installation Manual

VMware vCenter Configuration Manager

Advanced Installation Guide

vCenter Configuration Manager 5.7

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.

EN-001188-00

vCenter Configuration Manager Advanced Installation Guide

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Verify and Configure the SQL Server Properties 45 Verify Matching SQL Server and Computer Names 45 Verify the SQLServer Agent Service Account is a sysadmin 46 Verify that the SQLServer Agent Service Starts Automatically 46 Select the SQLServer Agent Service Account 47 Establish SQL Server Administration Rights 47

Configure the Web Components 48

Configuring IIS 50 Verify the ISAPI Extensions 51

Configure SSRS on the VCMCollector 52

Back Up Your SSRS Key 52 Disable IE Protected Mode for SSRS 52 Configure SSRS 53 Configure Basic Authentication on the Report Server 54 Configure Kerberos Authentication 55

Configure the VCM Collector Components 58

Two-Tier Split Installation 61

Configuring a Two-Tier Split Installation Environment 62 Verify that the Installing User is an Administrator 63 Install and Configure a Windows Server 2008 R2 Operating System 63

Disable the Remote Desktop Session Host 64 Enable DCOM 65

Configuring the VCM Database Server 65

Disable the Firewall or Add an Exception for SQL Server Port 1433 66 Install SQL Server on the Database Server 66 Verify and Configure the SQL Server Properties 68 Verify Matching SQL Server and Computer Names 69 Verify the SQLServer Agent Service Account is a sysadmin 69 Verify that the SQLServer Agent Service Starts Automatically 70 Select the SQLServer Agent Service Account 70 Establish SQL Server Administration Rights 71

Configure the Combined VCM Collector and Web Server 72

Install the .NET Framework 72 Configure the Web Components 73 Installing and Configuring SSRS on the Combined VCM Collector and Web Server 77 Configure Kerberos Authentication 82 Configure the VCM Collector Components 85

Three-Tier Split Installation 87

Configuring a Three-Tier Split Installation Environment 88 Verify that the Installing User is an Administrator 88 Install and Configure a Windows Server 2008 R2 Operating System 89

Disable the Remote Desktop Session Host 90 Enable DCOM 91

Configure the VCM Database Server 91

Install SQL Server on the Database Server 92 Verify and Configure the SQL Server Properties 93 Verify Matching SQL Server and Computer Names 94 Verify the SQLServer Agent Service Account is a sysadmin 95 Verify that the SQLServer Agent Service Starts Automatically 95 Select the SQLServer Agent Service Account 96 Establish SQL Server Administration Rights 97

Configure the Web Server 97

Configuring IIS 99 Verify the ISAPI Extensions 101 Place the Web Server in the Internet Explorer Trusted Zone 101

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Contents

Access to Patch Download Folder for Windows Patch Deployment 101 Installing and Configuring SSRS on the Web Server 103 Configure Kerberos Authentication 108 Modify the SQLCMD Path Variable 110

Configure the VCM Collector 111

Install the .NET Framework 112 Using VCM Remote 113

Installing VCM 117

Single-Tier Configuration 117 Two-Tier Split Configuration 117 Three-Tier Split Configuration 117 DCOM and Port Requirements for VCM 118 Use Installation Managerto Install VCM 118

Install VCM using Advanced Installation 119 File System Permissions 119 Change Permissions On Machine Certificate Keys 120 Verify VCM Remote Virtual Directory Permissions 121

Configuring SQL Server for VCM 123

SQL Server Database Settings 123 SQL Server Processor Settings 123

Configure SQL Server Processor Settings 124 SQL Server I/O Configuration 124

Using the RAID Levels with SQLServer 125

Disk Interface and Disk Drive Performance 125

Use SQLIO to Determine I/O Channel Throughput 127

Upgrading or Migrating VCM 129

Upgrading VCM and Components 129

Upgrade VCM 130

Upgrade a Two-Tier Split VCM Configuration 131

Upgrade a Three-Tier Split VCM Configuration 132

Upgrade Existing Windows Agents 133

Upgrade Existing VCM Remote Clients 134

Red Hat Server and Workstation Licensing 135

Upgrade Existing UNIX Agents 135 Upgrading Virtual Environments Collections 138

Upgrade the Managing Agent 138

Upgrading the vSphere Client VCM Plug-In 138

Upgrading Agent Proxy Machines 139 Migrating VCM 141

Prerequisites to Migrate VCM 142

Migrate Only Your Database 144

Replace Your Existing 32-Bit Environment with a Supported 64-bit Environment 145

Migrate a 32-bit Environment Running VCM 5.3 or Earlier to VCM 5.7 146

Migrate a 64-bit Environment Running VCM 5.3 or Earlier toVCM 5.7 147

Migrate a Split Installation of VCM 5.3 or Earlier to a Single-Tier, Two-Tier, or Three-Tier

Server Installation 149

How to Recover Your Collector Machine if the Migration is not Successful 151

Maintaining VCM After Installation 153

Customize VCM and Component-Specific Settings 153 Configure Database File Growth 155 Database Recovery Models 155 Configure Database Recovery Settings 156 Create a Maintenance Plan for SQL Server 156

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Incorporate the VCM Database into Your Backup and Disaster Recovery Plans 158

Hardware and Operating System Requirements for VCM Managed Machines 159

VCM Agent Support on Non-English Windows Platforms 159 VCM Managed Machine Requirements 159 Linux, UNIX, and Mac OS Agent Files 162 Windows Custom Information Supports PowerShell 2.0 162 Supported OS Provisioning Target Systems 162 Software Provisioning Requirements 163 Linux and UNIX Patch Assessment and Deployment Requirements 164 Support for VMware Cloud Infrastructure 165

Cloud and Virtualization Infrastructure Platforms 165

Managing Agent Requirements 165

Agent Proxy Requirements for VMware ESX and ESXi 165 vCenter Operations Manager Integration Features 166 FIPS Requirements 166

FIPS for Windows 166

FIPS for VCM Agent Proxies 168 Agent Sizing Information 168

Windows Machines 168

Linux and UNIX Machines 170

Mac OS X Machines 171

Hardware and Software Requirements for the Operating System Provisioning Server 173

Supported OS Provisioning Server Platform 173 OS Provisioning Server System Requirements 173 OS Provisioning Server Software Requirements 174

Required Packages 174

Disallowed Packages 174 OS Provisioning Server Network Requirements 174

Provisioning Network Interface 174

Configure the OS Provisioning Server Firewall 175

Installing, Configuring, and Upgrading the OS Provisioning Server and Components 177

Restricted Network Environment 177 Install and Configure the OS Provisioning Server 177

Install the Operating System Provisioning Server 178

Uninstall the OS Provisioning Server 179

Configure DHCP 180

Configure a DHCP Server Other Than the OS Provisioning Server 181

Configure TFTP 181

Create a Windows Boot Image 182

Copy the VCM Certificate to the OS Provisioning Server for Linux Provisioning 183 Import Distributions into the OS Provisioning Server Repository 184

Create Directories for Windows Distributions 184

Import Windows Distributions 185

Import Linux Distributions 187

Using the basicimport Command Options 188 Working with Custom Linux ISO Distributions 189 Upgrade the OS Provisioning Server to 5.5 189 Managing the OS Provisioning Server System Logs 190 ospctrl Command Options 191

Index 193

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About This Book

The VCM Advanced Installation Guide describes the steps to install vCenter Configuration Manager (VCM) in all supported installation configurations. This document includes detailed information that does not appear in the VCM Installation Guide.

This document contains the following information:

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Hardware requirements for VCM Collector machines

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Software and operating system requirements for VCM Collector machines

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System prerequisites to install VCM

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Secure Communication Certificates

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Single-tier, two-tier, and three-tier installation configurations

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Configuring SQLServer for VCM

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Hardware requirements for VCM managed machines

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Hardware and software requirements for the OSProvisioning Server

Read this document and follow the procedures to successfully install VCM on existing physical or virtual machines in your environment. The example procedures in this guide are based on Microsoft SQL Server 2008 R2.

The VCM Advanced Installation Guide applies to VCM 5.7, Foundation Checker 5.7, and Service Desk Connector 1.3.0.

Intended Audience

This information is written for experienced Linux, UNIX, Mac OSX, and Windows system administrators who are familiar with managing network users and resources and with performing system maintenance.

To use this information effectively, you must have a basic understanding of how to configure network resources, install software, and administer operating systems. You also need to fully understand your network topology and resource naming conventions.

Document Feedback

VMware welcomes your suggestions for improving our documentation. If you have comments, send your feedback to docfeedback@vmware.com.

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VMware VCM Documentation

The VCM documentation consists of the VCM Installation Guide, VCM Administration Guide, VCM Advanced InstallationGuide, VCM online help, and other associated documentation.

Technical Support and Education Resources

The following technical support resources are available to you. To access the current version of this book and other books, go to http://www.vmware.com/support/pubs.

Online and Telephone Support

Support Offerings To find out how VMware support offerings can help meet your business

VMware Professional Services

To use online support to submit technical support requests, view your product and contract information, and register your products, go to

http://www.vmware.com/support.

Customers with appropriate support contracts should use telephone support for priority 1 issues. Go to

http://www.vmware.com/support/phone_support.html.

needs, go to http://www.vmware.com/support/services.

VMware Education Services courses offer extensive hands-on labs, case study examples, and course materials designed to be used as on-the-job reference tools. Courses are available onsite, in the classroom, and live online. For onsite pilot programs and implementation best practices, VMware Consulting

Services provides offerings to help you assess, plan, build, and manage your virtual environment. To access information about education classes, certification programs, and consulting services, go to

http://www.vmware.com/services.

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Achieving a Successful VCMInstallation

Perform the requirements to successfully install VMware vCenter Configuration Manager (VCM), and then install VCM in any of the supported single-tier, two-tier, or three-tier installation configurations.

Determine your specific hardware and software requirements for VMware vCenter Configuration Manager (VCM). Perform the preparatory steps to install and configure your physical and virtual machines for a successful VCM installation.

To determine your hardware and software requirements, begin by answering several questions.

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How many vCenter Server, UNIX, Linux, and Windows servers and workstations will you license?

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How often will you collect data?

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How much data will you collect?

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How long will you retain the collected data and change data?

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What additional VCM components will you use? For available VCM components, see the Download VMware vCenter Configuration Manager Web site.

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Do you understand the VCM security requirements? See the VCM Security Guide.

1

To achieve a successful VCM installation, you must understand the hardware and software requirements for VCM Collector machines and VCM managed machines, prepare your environment for VCM installation, then install VCM.

Before you install VCM, use the following chapters to prepare for VCM installation. Perform the prerequisite steps and procedures in the order presented, configure resources, configure your installation environment, then install VCM.

After you install VCM, set the file growth for your VCMdatabase, then create a maintenance plan.

VCM Collector and Agent OS Platform Support

All Agent and Collector OS platform support is specific to versions and editions indicated in the supported platforms table. Some configurations can reduce or block the performance or functionality of VCM components, such as configurations by vendors, third-party, custom lock downs, endpoint security products, policies, and restricted system. Troubleshooting and support of VCM components in lockeddown or reconfigured environments is not included under the standard product maintenance agreement. Support in these environments is available through an additional Professional Services engagement.

All testing is performed in a hardened environment, as documented in the VCM Security Guide. Testing with OS vendor hardening applied for the VCM Collector is part of the supported configurations.

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For details about VCM Collector machines, see Hardware Requirements for Collector Machines and Software and Operating System Requirements for Collector Machines in the VCM Installation Guide.

For details about VCM managed machines, see Hardware and Operating System Requirements for Managed Machines in the VCM Installation Guide.

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Hardware Requirements for Collector Machines

Your VCM Collector hardware requirements depend on the number of physical and virtual managed machines in your environment.

Disk space requirements vary based on the following factors.

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Number of machines from which you collect data

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Type of data collected and filters used

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Frequency of collections

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Data retention

Determine the Size of Your Environment

In VCM, the term “managed machines” refers to the servers and workstations that VCM manages, and from which VCM collects data. If you use VCM for Microsoft Active Directory (AD), this total should also include AD objects that you plan to have in your environment in the next 12 to 24 months.

VCM hardware requirements are recommended based on whether your environment contains 1–1000, 1001–2000, 2001–5000, or more managed machines. To determine the number of managed machines on which to base your collector size, consider the number of vCenter Server instances, Windows servers and workstations, Linux or UNIX machines, and virtual machines that you are licensing. Identify any other VCM components that you are licensing.

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To determine your total number of managed machines, enter data for your enterprise in the sizing worksheet. In the following example, an enterprise environment contains machines and objects that represent 1377 managed machines.

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Table 2–1. Sample Sizing Worksheet

Product Description Anticipat ed Number o f Managed

VCM Windows Servers 92

vSphere/ESX/ESXi Servers 5

Virtual Machines 50

Linux or UNIX 100

Mac 100

Windows Workstations 920

Machin es in th e Next 12–24 Mo nths

VCM for Active Directory

Divide total number of AD objects by 100 to determine the approximate "machine count" for your AD environment.

Total Managed Machines: 1377

10,000 AD Objects/100 = 100 managed machines to accommodate VCM for AD

Use the blank worksheet to calculate and record the managed machines in your environment.

Table 2–2. Blank Sizing Worksheet

Product Description Anticipat ed Number o f Managed

Machin es in th e Next 12–24 Mo nths

VCM Windows Servers

vSphere/ESX/ESXi Servers

Virtual Machines

Linux or UNIX

Mac

Windows Workstations

VCM for Active Directory

Divide total number of AD objects by 100 to determine the approximate "machine count" for your AD environment.

Total Managed Machines:

Identify Your Specific Hardware Requirements

Size your VCM Collector and database based on the requirements for managed vCenter Server instances and the number of machines managed by VCM.

Database Sizing for Managed vCenter Server Instances

Use the following requirements to size your SQLServer database depending on the number of hosts and guests per vCenter Server managed by VCM. Guest collections include only the virtual machine data that vCenter provides and do not include any in-guest data. In-guest collections are separate from vCenter collections.

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Hardware Requirements for Collector Machines

These requirements are in addition to the base VCM storage requirements, and are based on an estimated 10% data change per day times 15 days of data retention.

Table 2–3. VCMDatabase Sizing per vCenter Server Instance

Host s Guests Est. Daily Ch ange Data Retent ion in Days Data Size

25 250 10% 15 3GB

50 500 10% 15 6GB

250 2500 10% 15 30GB

The best practice in production environments is to have the Managing Agent process requests for a single vCenter Server. Dedicate one Managing Agent machine for each vCenter Server. In a single vCenter Server instance environment, the VCM Collector can be the Managing Agent.

A single Managing Agent can manage multiple vCenter Server instances depending on your collection schedules and when potential job latency is not an issue, such as when a single Managing Agent must process multiple requests serially. A single Managing Agent can manage multiple vCenter Server instances as long as only one vCenter Server is collected at a time.

When job latency is not a problem, and depending on your collection schedules, you might dedicate a single Managing Agent for every five vCenter Server instances or 100 hosts. You could dedicate one Managing Agent to a vCenter Server that manages 100 hosts, or a collection of four vCenter Server instances that each manage 10 hosts could share a Managing Agent.

Hardware and Disk Requirements By Number of Managed Machines

Use the Minimum Hardware Requirements and Minimum Disk Configuration Requirements tables to determine your hardware and disk configuration requirements for a single-tier server installation.

Use the total number of managed machines from the Sizing Worksheet to locate your environment size (1–1000, 1000–2000, 2000–5000, or more). If you have more than 5000 machines in your environment, contact VMware Technical Support to help you determine your hardware requirements.

If you run SQLServer on a virtual machine, see Microsoft SQL Server on VMware Best Practices Guide at

http://www.vmware.com/files/pdf/sql_server_best_practices_guide.pdf. If you run SQL Server in a Hyper-

V environment, see Best Practices and Performance Considerations for Running SQL Server 2008 in a Hyper-V Environment on the Microsoft Web site.

The requirements listed in the following tables are based on the following assumptions.

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Daily VCM collections using the default filter set with additional Microsoft AD security descriptors collected using VCM for AD.

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15 days retention of change data.

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Simple recovery mode only.

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Daily VCM Patching collections.

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No applications other than VCM are running on your server.

VCM for AD collections cause the TempDB database to grow significantly. If you have a fully populated Microsoft Active Directory and plan to perform frequent AD collections, increase your hardware requirements.

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Longer data retention, additional WMI, registry filters, and custom information collections also add to the requirements.

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Table 2–4. Minimum Hardware Requirements to Support 1–1000 Managed Machines

Single T ier 2-Tier

Datab ase

2-Tier Web/Co llecto r

3-Tier Datab ase

3-Tier Web

3-Tier Collector

Processor Dual Xeon or

single Dual Core 2GHz

Dual Xeon or single Dual Core 2GHz

Single processor 2GHz

RAM 8GB 8GB 4GB 8GB 4GB 4GB

Separate

2 2 1 2 1 1

Disk Channels

Table 2–5. Minimum Hardware Requirements to Support 1001–2000 Managed Machines

Single T ier 2-Tier

Processor Quad Xeon

or two Dual Core 2GHz

Datab ase

Quad Xeon or two Dual Core 2GHz

2-Tier Web/Co llecto r

Dual Xeon or single Dual Core 2GHz

3-Tier Datab ase

Quad Xeon or two Dual Core 2GHz

3-Tier Web

Single processor 2GHz

3-Tier Collector

Dual Xeon or single Dual Core 2GHz

RAM 12GB 12GB 4GB 12GB 4GB 4GB

Separate

3 3 2 3 1 2

Disk Channels

Table 2–6. Minimum Hardware Requirements to Support 2001–5000 Managed Machines

Single T ier 2-Tier

Processor Eight-way

Xeon or four Dual Core 2GHz

Datab ase

Eight-way Xeon or four Dual Core 2GHz

2-Tier Web/Co llecto r

Dual Xeon or single Dual Core 2GHz

3-Tier Datab ase

Eight-way Xeon or four Dual Core 2GHz

3-Tier Web

Single processor 2GHz

3-Tier Collector

Dual Xeon or single Dual Core 2GHz

RAM 16GB 16GB 8GB 16GB 4GB 8GB

Separate

4 4 2 4 1 2

Disk Channels

The space allocations in the following table do not include space for backups. Allocate backup space that is equal to the size of the VCM data for a single full backup, or larger to keep multiple partial backups.

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Hardware Requirements for Collector Machines

Table 2–7. Minimum Disk Configuration Requirements by Number of Managed Machines

Number of VCM Manag ed Machin es

RAID Channel and RAID Level Partitions Usable

Space

1–500 Channel 0 – RAID 1 OS 36GB

Collector Data

36GB

Files

TempDB 36GB

SQL Log Files 28GB

Channel 1 – RAID 0+1 (recommended) or

SQL Data Files 56GB

RAID 10

501–1000 Channel 0 – RAID 1 OS 36GB

Collector Data

36GB

Files

Channel 1 – RAID 1 TempDB 56GB

SQL Log Files 56GB

Channel 2 – RAID 0+1 (recommended) or

SQL Data Files 113GB

RAID10

1001–2000 Channel 0 – RAID 1 OS 36GB

Collector Data

54GB

Files

Channel 1 – RAID 1 TempDB 113GB

Channel 2 – RAID 1 SQL Log Files 113GB

Channel 3 – RAID 0+1 (recommended) or

SQLData Files 227GB

RAID 10

2001–5000 Channel 0 – RAID 1 OS 36GB

Collector Data

113GB

Files

Channel 1 – RAID 1 TempDB 227GB

Channel 2 – RAID 1 SQL Log Files 227GB

Channel 3 – RAID 0+1 (recommended) or

SQLData Files 456GB

RAID 10

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Software and Operating System Requirements for Collector Machines

Your VCM environment software configuration must meet the requirements to install VCM 5.7. The software requirements are based on the number of managed machines in your environment and your installation configuration.

The software requirements are organized into steps. You must perform the steps in the order specified to ensure a successful VCM installation.

All software requirements apply to the server in your single-tier installation. For more information about installation configurations, see "VCM Installation Configurations" on page 19.

Sizing Impact on Software Edition Requirements

Use the total number of managed machines that you identified in "Determine the Size of Your

Environment" on page 11 to locate your environment size: 1–1000, 1001–2000, 2001–5000, or more. If you

have more than 5000 machines in your environment, contact VMware Technical Support for your specific requirements.

VCM supports Standard and Enterprise editions of SQL Server 2008 R2 or 2012.

3

NOTE Do not run VCM in a production environment when using only an evaluation version of SQL Server. Evaluation versions are not supported for production.

Table 3–1. Minimum Software Edition Requirements by Number of VCM Managed Machines

Soft ware Compo nent

Operating System

SQL Version

SSRS Version

Number of Manag ed Machines

1–1000 1001–2000 2001–5000

Windows Server 2008 R2 Windows Server 2008 R2 Windows Server 2008 R2

Enterprise Edition

SQL Server 2008 R2 or 2012, Standard Edition (64bit)

SQL Server 2008 or 2012 Reporting Services

SQL Server 2008 R2 or 2012, Standard Edition (64bit)

SQL Server 2008 or 2012 Reporting Services

SQL Server 2008 R2 or 2012, Standard Edition (64bit)

SQL Server 2008 or 2012 Reporting Services

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Software Installation and Configuration Overview

VCM supports the Collector running on a Windows Server 2008 R2 operating system. Complete the preparatory steps to prepare your Windows Server 2008 R2 machine for a successful VCM installation. When you use VCM Installation Manager to install VCM, the system checks will run without error, indicating that you have met all of the requirements to install VCM.

VCM supports several installation configurations including single-tier, two-tier, and three-tier. You use Installation Manager to install VCM in these configurations.See "Preparing for Installation" on page 19.

To understand the requirements to upgrade or migrate your environment to the latest version of VCM, see "Upgrading or Migrating VCM" on page 129.

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Preparing for Installation

Prepare your environment for a VCMinstallation by performing the prerequisites to include hardware, software, and physical and virtual machines before you install VCM components and tools.

VCM Installation Configurations

VCM supports several installation configurations including single-tier, two-tier, and three-tier. Use Installation Manager to install VCM in these configurations.

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Single-Tier Server Installation

In a single-tier server installation, the VCM database server, Web server, and the VCM Collector components reside on a single Windows Server 2008 R2 machine, which is referred to as the VCM Collector. The installation installs all of the core VCM components, including the databases, console, and services. This configuration enables integrated security by default.

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Two-Tier Split Installation

In a two-tier split installation, the VCM database resides on the Windows Server 2008 R2 database server machine, and the VCM Collector and Web components reside on the second Windows Server 2008 R2 machine.

4

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Three-Tier Split Installation

In a three-tier split installation, the VCM databases, the Web applications, and the VCM Collector components reside on three different Windows Server 2008 R2 machines.

To perform the prerequisite steps for VCM installation, see "System Prerequisites to Install VCM" on page

21.

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System Prerequisites to Install VCM

Perform the system prerequisites to prepare your physical or virtual machine for VCM installation. The prerequisites ensure that your machine meets the requirements for your environment to support a successful VCM installation.

After you perform the system prerequisites, during VCM installation the Installation Manager runs system checks on the database server, Web server, and VCM Collector machine in your installation configuration. These system checks verify that you have satisfied all of the prerequisites for a successful VCM installation. During the system checks, Foundation Checker verifies component-specific issues against VCM, captures common issues, and identifies any problems with the version of VCM being installed.

Foundation Checker might generate warnings, which you must review. In some cases, you might need to resolve the warnings before you install VCM, even though the warnings will not prevent you from starting the installation.

If Foundation Checker generates errors, you must resolve them before you install VCM. For more information about Foundation Checker, see the VCM Foundation Checker User's Guide.

Use the following topics to verify your system requirements.

5

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Verify that your environment meets the security requirements. See the VCM Security Guide.

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"Establish Local Administration Rights" on the next page

Verify that the user account of the person who performs the VCM installation, upgrade, or migration has all of the required rights.

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"Verify Browser Compatibility" on the next page

Verify that the target VCM Collector machine, and any other machines that will access the VCM Web console interface on the VCM Collector, have a compatible Web browser installed.

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"Verify the Default Network Authority Account" on the next page

Define the network authority account in the Local Administrators group on the Collector machine before you install VCM. The network authority account must be a domain account. VCM uses the default network authority account to collect data from Windows Agent machines.

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"Specify the Collector Services Account" on page 23

Specify the Collector Service account to use during VCM installation. The account can be a system administrator account and must exist in the Local Administrators group on the Collector machine. The account must not be the Local System account.

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"Verify the VCM Agent is Not Installed" on page 24

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The target Windows machine must not have a VCM Agent installed before you install VCM. If an Agent is installed, you must uninstall the Agent for VCM to install.

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"Verify the SQLXML Version" on page 25

SQLXML provides client-side XML functionality and enhancements to existing SQL features. Verify that the correct version is installed.

Establish Local Administration Rights

Verify that the user account of the person who performs the VCM installation, upgrade, or migration has all of the required rights.

The following rights are required.

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System administrator on the machines on which the installation or upgrade is performed.

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System administrator on the database instance to be used.

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Member of a domain.

The installing user account should not be the account used for VCM services, because the login of the VCM service account is disabled during installation.

After installation, do not create a VCM user that uses the SQL Server services account credentials.

What to do next

Verify the compatibility of your browser. See "Verify Browser Compatibility" below.

Verify Browser Compatibility

Verify that the target VCM Collector machine, and any other machines that will access the VCM Web console interface on the VCM Collector, have a compatible Web browser installed.

VCM supports the following browsers.

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Internet Explorer version 8 and 9.

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Internet Explorer version 10 in compatibility mode.

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Mozilla Firefox version 6.0 or later with the Internet Explorer IE Tab add-on. This add-on requires Internet Explorer 6.0 to be installed on the machine.

What to do next

Verify the default Network Authority account. See "Verify the Default Network Authority Account"

below.

Verify the Default Network Authority Account

Define the network authority account in the Local Administrators group on the Collector machine before you install VCM. The network authority account must be a domain account. VCM uses the default network authority account to collect data from Windows Agent machines.

You specify the default network authority account during VCM installation. The default network authority account can be a system administrator account, such as a Domain Admin in the Local Admin Group.

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System Prerequisites to Install VCM

It is acceptable, but not preferred, to use the same account for the Collector, VCM Remote, vSphere Client VCM Plug-in, and Tomcat service accounts. If you use a single account, the permissions required for the Collector service account are sufficient. The account must be a local administrator, should not be a domain administrator, has bulk-insert permissions in SQL, and is a dbo of the VCM databases. In general, the Default Network Authority should be a different account, possibly a Domain Administrator with rights on more systems in the environment.

Procedure

1. On the Collector, right-click Computer and select Manage to open Server Manager.

2. Expand Configuration, expand Local Users and Groups, and click Groups.

3. Double-click Administrators and verify that the network authority account is listed as a member of the

Administrators group.

If the user or administrator’s group is not listed, add the user or group to the list. Verify that the user has Windows administrator rights issued by the network administrator.

To change the network authority account after installing VCM, click Administration and select Settings > Network Authority.

What to do next

Keep Server Manager open to specify the Collector Services account. See "Specify the Collector Services

Account" below.

Specify the Collector Services Account

Specify the Collector Service account to use during VCM installation. The account can be a system administrator account and must exist in the Local Administrators group on the Collector machine. The account must not be the Local System account.

Logging in to VCM using a service account can lead to unexpected or inconsistent behavior. Services that use the same account as a logged in user might modify the logged in user's current role or the machine group, or log the user out of the system.

If the password for the account changes, you must change the password in the Services Management console and the Component Services DCOM Config console.

Procedure

1. In Server Manager, verify that the Groups menu is open.

If not, expand Configuration, expand Local Users and Groups, and click Groups.

2. Double-click Administrators and verify that the account used for Collector Services is listed as a

member of the Administrators group.

If the user or administrator’s group is not listed, to ensure that the user has Windows administrator rights issued by the network administrator, add the user or group to the list.

What to do next

Verify that the VCM Agent is not installed on the Collector machine. See "Verify the VCM Agent is Not

Installed" on the next page.

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Verify the VCM Agent is Not Installed

The VCM Collector installation includes an updated Agent. The target Windows machine must not have a VCM Agent installed before you install VCM. If an Agent is installed, you must uninstall the Agent for VCM to install.

Procedure

1. To determine whether a VCM Agent is installed on the Windows machine, verify whether the following folder exists.

%windir%\CMAgent

The %windir% environment variable specifies the directory where Windows is installed. This folder is the default location. The Agent installation directory is accessible in the registry at the following location.

HKLM\Software\Configuresoft\ECM\4.0\Common\PathsRootDir

2. If a VCM Agent is installed, remove the Agent from the target Windows machine.

a. If a working VCM Collector exists, use the VCM Web console to unlicense this machine and

remove the VCM Agent.

b. If a working VCM Collector does not exist, uninstall the Agent manually.

3. To uninstall the Agent manually, determine if the Agent was installed using the MSI installer.

a. Search for the string CMAgent under the following registry key.

HKEY_LOCAL_

MACHINE\SOFTWARE\Wow6432Node\Microsoft\Windows\CurrentVersion\Uninstall

If an Uninstall registry subkey exists that has a GUID-named key and reference to the VCM Agent, such as {7C51E2CA-C932-44EF-8B77-3C03356A24CC}, the VCM Agent was installed using the MSI Installer.

b. Examine the uninstall data to confirm that this is the VCM Agent.

c. Open the setting UninstallString and copy the value.

An example value is as follows.

MsiExec.exe /X{7C51E2CA-C932-44EF-8B77-3C03356A24CC}

d. If an Uninstall GUIDregistry key that references the VCM Agent does not exist, the Agent was

installed using the manual installer.

4. Uninstall the VCM Agent.

a. If the Agent was installed using the MSI installer, to uninstall the Agent click Start and click Run to

execute the command line using the UninstallString registry value.

An example value is as follows.

MsiExec.exe /X{7C51E2CA-C932-44EF-8B77-3C03356A24CC}.

b. If the Agent was installed using the manual installer, run the following command to uninstall the

Agent.

%windir%\CMAgent\Uninstall\Packages\CMAgentInstall\UnCMAgentInstall.exe /S

INSTALL.LOG

What to do next

Verify that the correct version of SQLXML is installed. See "Verify the SQLXML Version" below.

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Verify the SQLXML Version

SQLXML provides client-side XML functionality and enhancements to existing SQL features. Verify that the correct version is installed.

Procedure

1. Click Start and click Control Panel.

2. Click Programs and select Programs and Features.

3. Verify that SQLXML 4.0 SP1 appears in the list of installed programs.

4. If SQLXML 4.0 SP1 does not appear, install it from the Microsoft Download Center.

What to do next

n

If you will install VCM on a virtual machine, configure the disk, CPU, and memory resources. See

"Configure Resources to Install VCM on a Virtual Machine" on page 27.

n

Understand the use of secure communications certificates and be prepared to specify the certificates during VCM installation. See Secure Communications Certificates in the VCM Installation Guide.

System Prerequisites to Install VCM

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Configure Resources to Install VCM on a Virtual Machine

To install VCM on a virtual machine, you must prepare the virtual machine to be used as a VCM Collector. Because VCM can place heavy workloads on the database, you must understand your environment workloads to determine the resource requirements.

For the VCM Collector to operate properly on a virtual machine, the virtual machine must satisfy several prerequisites to run SQL Server on a VMware virtual machine.You should provision the VCM virtual machine similar to a high throughput OLTP database application.

Use these guidelines to install VCM in development, test, or IT environments. For large scale environments, you might need to alter the requirements.

IMPORTANT Do not install VCM on a virtual machine on an ESX server that has over-allocated resources.

Prerequisites

n

Follow the requirements for physical hardware.See the VCM Installation Guide.

n

Perform the system prerequisite tasks. See the VCM Installation Guide.

n

Follow the best practices to install SQLServer. See the Microsoft SQL Server on VMware Best Practices Guide available on the VMware Web site at http://www.vmware.com.

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Procedure

1. "Configure the Disk to Install VCM on a Virtual Machine" on the next page

Configure the disk for the virtual machine. For large scale environments, you might need to alter the requirements.

2. "Configure the CPU to Install VCM on a Virtual Machine" on the next page

Configure the CPU for the virtual machine. For large scale environments, you might need to alter the requirements.

3. "Configure the Memory to Install VCM on a Virtual Machine" on page 29

Allocate the memory for the virtual machine. For large scale environments, you might need to alter the requirements.

What to do next

Familiarize yourself with the certificate names in advance so that you can select them during installation. See the VCM Installation Guide.

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Configure the Disk to Install VCM on a Virtual Machine

Configure the disk for the virtual machine. For large scale environments, you might need to alter the requirements.

Prerequisites

n

Prepare the virtual machine to be used as a VCM Collector. See "Configure Resources to Install VCM

on a Virtual Machine" on the previous page.

n

Keep the spindle count consistent and allocate a sufficient number of spindles to the database files when you migrate VCM from a physical machine to a virtual machine.

n

Place the database data files on multiple logical unit numbers (LUNs).

n

Create a TEMPDB data file for each virtual CPU that is allocated to the VCM Collector.

n

Use paravirtual SCSI (PVSCSI) controllers for the database disks to provide greater throughput and lower CPU utilization, which improves VCM performance.

n

Maintain a 1:1 mapping between the number of virtual machines and the number of LUNs on a single ESX host to avoid disk I/O contention.

Procedure

1. Start vCenter Server.

2. Select your virtual machine.

3. Click the Resource Allocation tab.

4. In the CPU pane, click Edit.

5. In the Virtual Machine Properties dialog box, click the Resources tab.

6. In the Resource Allocation pane, click Disk and update the disk resource allocation to meet the needs of your environment.

7. Click OK.

What to do next

Configure the CPUfor the virtual machine. See "Configure the CPU to Install VCM on a Virtual Machine"

below.

Configure the CPU to Install VCM on a Virtual Machine

Configure the CPU for the virtual machine. For large scale environments, you might need to alter the requirements.

Prerequisites

n

Prepare the virtual machine to be used as a VCM Collector. See "Configure Resources to Install VCM

on a Virtual Machine" on the previous page.

n

Test the workload in your planned virtualized environment to verify that the physical CPU resources on the ESX host adequately meet the needs of guest virtual machines.

n

Provision multiple virtual CPUs only if the anticipated workload will use them. Over-provisioning might result in higher virtualization overhead.

n

Install the latest version of VMware Tools on the guest operating system.

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Configure Resources t o Install VCM on a Virtual Machine

Procedure

1. Start vCenter Server.

2. Select your virtual machine.

3. Click the Resource Allocation tab.

4. In the CPU pane, click Edit.

5. In the Virtual Machine Properties dialog box, click the Resources tab.

6. In the Resource Allocation pane, click CPU and change the CPU resource allocation.

7. Click OK.

What to do next

Configure the memory for the virtual machine. See "Configure the Memory to Install VCM on a Virtual

Machine" below.

Configure the Memory to Install VCM on a Virtual Machine

Allocate the memory for the virtual machine. For large scale environments, you might need to alter the requirements.

Prerequisites

n

Prepare the virtual machine to be used as a VCM Collector. See "Configure Resources to Install VCM

on a Virtual Machine" on page 27.

n

Verify that the ESX host has sufficient cumulative physical memory resources to meet the needs of the guest virtual machines. Do not install VCM on an ESX server that has over allocated resources.

n

On the ESX host, enable memory page sharing and memory ballooning to optimize memory.

n

To reduce or avoid disk I/O, increase the database buffer cache.

Procedure

1. Start vCenter Server.

2. Select your virtual machine.

3. Click the Resource Allocation tab.

4. In the Memory pane, click Edit.

5. In the Virtual Machine Properties dialog box, click the Resources tab.

6. In the Resource Allocation pane, click Memory and change the memory resource allocation.

7. Click OK.

What to do next

Prepare your single-tier, two-tier, or three-tier installation configuration. See "Single-Tier Server

Installation" on page 35, "Two-Tier Split Installation" on page 61, or "Three-Tier Split Installation" on page

87.

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Secure Communications Certificates

During VCM installation, specify the Collector and Enterprise certificates. VCM uses Transport Layer Security (TLS) to secure all UNIX Agents and all Windows Agents using HTTP, and TLS uses certificates to authenticate the Collector and Agents to each other.

If you use your own certificates, you must familiarize yourself with the certificate names in advance so that you can select them during installation.

A valid Collector certificate must have the following attributes.

n

Located in the local machine personal certificate store.

n

Valid for Server Authentication. If any Enhanced Key Usage extension or property is present, it must include the Server Authentication OID 1.3.6.1.5.5.7.3.1. If the Key Usage extension is present, it must include DIGITAL_SIGNATURE.

n

Active, and not expired.

If you do not want to use your own certificates, you can have Installation Manager generate the Collector and Enterprise certificates for you, select the Generate option during the installation.

If you install more than one Collector that will communicate with the same Agents, or if you plan to replace or renew your certificates, follow the special considerations to generate and select certificates in VCM Installation Manager. See the VCM Security Guide.

7

Authenticating the Server to the Client

VCM supports Server Authentication to authenticate the server to the client. In VCM environments where TLS is used, VCM Agents verify the identity of the Collectors by verifying the certificates. If you use your own certificates, you must familiarize yourself with the certificate names in advance so that you can select them during installation.

The server typically authenticates a client or user by requiring information such as a user name and password. When Server Authentication is used, the client or user verifies that the server is valid. To accomplish this verification, the server provides a certificate issued by a trusted authority, such as Verisign. If your client Web browser has the Verisign Certified Authority certificate in its trusted store, the Web browser can trust that the server is actually the Web site you access.

To guarantee the identity of servers and clients, TLS uses certificates that are managed by a public key infrastructure (PKI). A certificate is a package that contains a public key, information that identifies the owner and source of that key, and one or more certifications (signatures) to verify that the package is authentic. To sign a certificate, an issuer adds information about itself to the information that is already contained in the certificate request. The public key and identifying information are hashed and signed using the private key of the issuer’s certificate.

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Certificates are defined by the X.509 RFC standard, which includes fields that form a contract between the creator and consumer. The Enhanced Key Usage extension specifies the use for which the certificate is valid, including Server Authentication.

Enterprise and Collector Certificates

An Enterprise Certificate and one or more Collector Certificates enable secure HTTP Collector and Agent communication in VCM. The Enterprise Certificate enables VCM to operate in a multi-Collector environment. Agents have the Enterprise Certificate in their trusted certificate stores, and they use the Enterprise Certificate to validate any certificate issued by the Enterprise Certificate. All Collector Certificates are expected to be issued by the Enterprise Certificate, which is critical in environments where a single Agent is shared between multiple Collectors.

Server authentication is required to establish a TLS connection with an Agent. All VCM Collectors should have a common Enterprise Certificate. Each Collector Certificate is issued by the Enterprise Certificate, and is capable of Server Authentication. Collector Certificates in VCM must adhere to the requirements for secure communications certificates. See "Secure Communications Certificates" on the previous page.

n

The Collector Certificate initiates and secures a TLS communication channel with an HTTP Agent. The Agent must be able to establish that the Collector Certificate can be trusted, which means that the Collector Certificate is valid and the certification path starting with the Collector Certificate ends with a trusted certificate. By design, the Enterprise Certificate is installed in the Agent’s trusted store. The trust chain ends with the Enterprise Certificate.

n

Self-signed Agent Certificates are generated during Agent installation, upon first contact from the Collector. Agent Certificates are used for Mutual Authentication only. VCM support for Mutual Authentication requires the administrator to manually verify the fingerprint of each Agent's certificate before marking those Agents as trusted in Administration > Certificates.

n

The Collector Certificate and associated private key must be available to the Collector. This certificate is stored in the local machine personal system store.

Delivering Initial Certificates to Agents

VCM Agents use the Enterprise Certificate to validate Collector Certificates. The Agent must have access to the Enterprise Certificate as a trusted certificate. In most cases, VCM delivers and installs the Enterprise Certificate as needed during the HTTP Agent installation.

When you manually install Windows HTTP or VCM Remote client components, you must specify a path to the PEM file that provides the Enterprise Certificate and the Collector's public key.

Installing the Agent from a Disk (Windows only)

The VCM Installation DVD does not contain customer-specific certificates. If HTTP is specified, the manual VCM installer requests the location of the Enterprise Certificate file during the installation. You must have the Enterprise Certificate file available at installation time. You can copy the certificate file, which has a

.pem extension, from the CollectorData folder on the Collector. You must copy the certificate file

when you run the manual installer directly using CMAgentInstall.exe or when you use the Agent Only option in the DVD auto-run program.

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Secure Communications Certificates

Using CMAgentInstall.exe to install the Agent (Windows only)

The CMAgentInstall.exe or CMAgent[version].msi is the manual Agent installer program. The manual installer requests the location of the Enterprise Certificate file when HTTP is specified. You must have the Enterprise Certificate file available at installation time. You can copy the certificate file from the CollectorData folder on the Collector. For information about using the EXE and command line options to install the Agent, see the VCM Administration Guide.

Using the MSI Install Package

When you specify HTTP, the MSI Agent install package also requires access to the .pem file. For information about using the MSI and command line options to install the Agent, see the VCM Administration Guide.

Installing the Agent for Linux and UNIX

See Install the Agent on Linux and UNIX Machines in the VCM Administration Guide.

What to do next

Configure your installation configuration. See "Single-Tier Server Installation" on page 35, "Two-Tier Split

Installation" on page 61, or "Three-Tier Split Installation" on page 87.

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Single-Tier Server Installation

In a single-tier server installation, the VCM database server, Web server, and the VCM Collector components reside on a single Windows Server 2008 R2 machine, which is referred to as the VCM Collector. The installation installs all of the core VCM components, including the databases, console, and services. This configuration enables integrated security by default. Integrated security, also referred to as Windows Authentication or NT Challenge Response authentication, provides trusted logon to the Web console without having to configure Kerberos.

VCM 5.7 supports 64-bit environments that include 64-bit hardware, the 64-bit Windows Server 2008 R2 operating system, and SQL Server 2008 R2 or 2012.

Figure 8–1. Single-Tier Server Installation Components

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Figure 8–2. Typical VCM Enterprise-Wide, Single-Server Installation

VCM Agent Proxies for Virtualization can be installed on the VCM Collector, which is the default installation, or on one or more separate Windows Servers.

n

If the Agent Proxy is installed on the VCM Collector, which is the default installation, the Collector communicates directly with the ESX Servers.

n

If the Agent Proxy is installed on a separate Server, which is optional, the VCM Collector communicates with the Agent Proxy Server, which communicates with the ESX Servers.

In addition to the VCM Collector, the single-tier installation configuration includes an Operating System Provisioning Server. The OS Provisioning Server manages the OS provisioning actions as commanded by VCM.

For hardware and software requirements for the OS Provisioning Server, see the VCM Installation Guide.

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Figure 8–3. VCM Collector with OS Provisioning Server

Single-Tier Server Inst allation

For advanced information to install VCM in a single-tier environment, see the VCM Advanced Installation Guide.

Configure a Single-Tier Installation Environment

In a single-tier installation configuration, you configure the single Windows Server 2008 R2 machine for the Database, Web, and VCM Collector components, then install VCM. The machine can be a physical or virtual Windows machine.

Prerequisites

n

Perform the general system prerequisites. See "System Prerequisites to Install VCM" on page 21.

n

Connect the single Windows Server 2008 R2 VCM Collector machine to your domain.

n

Obtain the installation media for the Enterprise or Standard edition of SQL Server 2008 R2 or 2012, or verify access to a file share where the installer resides.

n

Verify that the single-tier server machine has at least 11 GB of free disk space and 2GB of RAM.

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Procedure

1. "Verify that the Installing User is an Administrator" below

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account.

2. "Install and Configure Windows Server 2008 R2" on the facing page

Install the Windows Server 2008 R2 operating system on each Windows machine that serves as a tier in your configuration.

3. "Install the .NET Framework" on page 41

To support library and language interoperability, the VCMCollector must have the required versions of the .NET Framework installed.

4. "Configuring the Database Components of the VCM Collector" on page 42

To ensure that the installation creates the VCM databases, you must configure the database components of the VCM Collector before you install VCM. In a single-tier installation configuration, the VCM database resides on the VCM Collector. The databases include VCM, VCM_Coll, VCM_Raw, and VCM_UNIX.

5. "Configure the Web Components" on page 48

The Web components of the VCM Collector contain Web applications such as IIS and SQL Server Reporting Services (SSRS), other services, and VCM software components. Before you install VCM, you must configure the Web components of the VCM Collector.

6. "Configure SSRS on the VCMCollector" on page 52

SQL Server Reporting Services (SSRS) is a server-based report generation software system that is administered using a web interface and used to deliver VCM reports.

7. "Configure the VCM Collector Components" on page 58

The VCM Collector contains the VCM software application, VCM services, and the OS Provisioning Server. To prepare the VCM Collector components for VCM installation, configure the required utilities.

What to do next

Review the DCOMand port requirements, and use VCM Installation Manager to install the VCM components. See "Installing VCM" on page 117.

Verify that the Installing User is an Administrator

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account.

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Single-Tier Server Inst allation

Procedure

1. Verify that the user is an Administrator.

a. Click Start and select All Programs > Administrative Tools > Computer Management.

b. Expand System Tools, expand Local Users and Groups, and click Users.

c. Right-click the user and click Properties.

d. Click the Member Of tab and verify that Administrators is listed.

e. If Administrators is not listed, add the user to the Administrators group.

f. Click Check Names and click OK.

2. Verify that the user is a domain account.

a. Click Groups.

b. Right-click Administrators and click Properties.

c. Verify that the Domain User is listed in the Members area.

What to do next

Prepare your Windows machine for VCM installation. See "Install and Configure Windows Server 2008

R2" below.

Install and Configure Windows Server 2008 R2

Install the Windows Server 2008 R2 operating system on each Windows machine that serves as a tier in your configuration.

Prerequisites

n

Determine whether you require the Windows Server 2008 R2 Enterprise Edition or Standard Edition. See the VCM Installation Guide.

n

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account. See "Verify that the Installing User is an Administrator" on page 38.

n

Decide on a valid DNS computer name with no underscores for use when the Windows installation prompts for a machine name. If you attempt to change the machine name after a machine is identified as a Collector, problems might occur with VCM, SQL Server, and SQL Server Reporting Services.

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Procedure

1. Install Microsoft Windows Server 2008 R2 on your Windows machine.

2. During the installation, you can configure several options.

Option Description

Regional and Language

Determines how numbers, dates, currencies, and time settings appear.

n

Language: Setting for your language. The default is English.

Options

n

Time and currency format: Determines how numbers, dates, currencies, and time settings appear. The default is English (United States).

n

Keyboard or input method: Allows text entry for multiple languages. The default is US.

Disk Configuration

Allows you to separate the machine disk drive into partitions to store data in different partitions. You can create new disk partitions and delete existing partitions. After you configure the disk, select a partition to install Windows Server 2008 R2 Edition.

Product Key When the installation prompts, enter your product key.

Licensing Modes

Administrator Password

Windows Server 2008 R2 Standard edition supports a single license that is included with the product key.

The installation setup creates an account called administrator. To log in, you must create a password that complies with the criteria. The password must have the following attributes.

n

Minimum of six characters

n

Does not contain “administrator” or “admin”

n

Contains uppercase letters

n

Contains lower case letters

n

Contains numbers

n

Contains at least one non-alphanumeric character

3. Perform the initial configuration tasks to set the time zone and the computer name.

Disable the Remote Desktop Session Host

A Remote Desktop Session Host server hosts Windows-based programs for Remote Desktop Services clients.

If the Remote Desktop Session Host role service is enabled, you must disable it to avoid changes to settings for new connections, modifications of existing connections, or removal of connections.

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Single-Tier Server Inst allation

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. In the navigation pane, expand Roles and click Remote Desktop Services.

3. In the Remote Desktop Services pane, scroll down to Role Services.

4. Click the Remote Desktop Session Host role service to highlight it.

5. Click Remove Role Services.

6. Deselect the Remote Desktop Session Host role service and follow the prompts to finish disabling the Remote Desktop Session host role.

Enable DCOM

The Distributed Component Object Model (DCOM) protocol allows application components to interact across Windows machines. DCOM must be enabled on the Windows machine to install and run VCM.

Although DCOMis enabled by default when Windows Server 2008 R2 is installed, DCOMmight have been disabled by a custom installation or a lock-down script.

Procedure

1. Click Start and select All Programs > Administrative Tools > Component Services to open Component Services.

2. In the Component Services navigation pane, expand Component Services and expand Computers.

3. Right-click the computer and click Properties.

4. Click the Default Properties tab.

5. Select Enable Distributed COM on this computer and click OK.

What to do next

Install the .NET framework. See "Install the .NET Framework" below.

Install the .NET Framework

To support library and language interoperability, the VCMCollector must have the required versions of the .NET Framework installed.

VCM 5.7 requires the .NET 3.5.1 Framework. If you use Package Studio, the VCM Collector must have .NET 3.5.1 installed. If you use Package Manager, the VCM Collector must have .NET 3.5.1 or .NET 4.0 installed.

Determine the installed version of the .NET Framework. If one of the .NET Framework versions is missing, install the version from the Microsoft download Web site.

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. Click Features.

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3. Verify that .NET Framework 3.5.1 appears in the feature summary.

4. If .NET Framework 3.5.1 does not appear, under Features select Add Features and select .NET 3.5.1.

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Verify the ASP.NET Client System Web Version

To support client programming, verify the ASP.NET Client System Web version to confirm that the .NET framework is installed correctly, and install it if the version is not correct.

1. Click Start and select All Programs > Administrative Tools > Internet Information Services (IIS) Manager.

2. Expand <server name> and click Sites.

3. Expand Default Web Site, expand aspnet_client, and expand system_web.

4. Verify that the version is 2_0_50727.

Verify the ASPRole Service

To support client programming, verify the status of the ASP Role Service to confirm that the .NET framework is installed correctly.

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Server Manager (<server name>) and expand Roles.

3. Click Web Server (IIS).

4. Scroll down to Role Services.

5. Locate ASP and verify whether the role service is installed.

6. If the role service is not installed, click Add Role Services and add the ASP role service.

Verify the ASP.NETRole Service

To support client programming, verify the status of the ASP.NET Role Service to confirm that the .NET framework is installed correctly.

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Server Manager (<server name>) and expand Roles.

3. Click Web Server (IIS).

4. Scroll down to Role Services.

5. Locate ASP.NET and verify that the role service is installed.

6. If the role service is not installed, click Add Role Services and add the ASP.NET role service.

What to do next

Configure the database components. See "Configuring the Database Components of the VCM Collector"

below.

Configuring the Database Components of the VCM Collector

To ensure that the installation creates the VCM databases, you must configure the database components of the VCM Collector before you install VCM. In a single-tier installation configuration, the VCM database resides on the VCM Collector. The databases include VCM, VCM_Coll, VCM_Raw, and VCM_UNIX.

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Single-Tier Server Inst allation

VCM operates with a Standard or Enterprise edition of SQL Server. You must install the 64-bit SQL Server 2008 R2 or 2012 version on your designated database server machine and verify that the settings are configured correctly for a VCM installation.

If you plan to change the communication port that SQL Server uses from the default port of 1433 to a nonstandard port number, make the changes during the installation of SQL Server and SQL Server Reporting Services (SSRS). Changing the port after you install SSRS disables SSRS communication with SQL Server, which causes an SSRS validation error during the VCM installation process. If you change the port after installation, you must configure additional SSRS settings to repair the configuration.

Install SQL Server on the VCMCollector

In a single-tier installation configuration, the VCM database server resides on the same server on which you install VCM. The database server contains the VCM, VCM_Coll, VCM_Raw, and VCM_UNIX databases. You must configure the VCM database server before you install VCM in a single-tier installation configuration.

NOTE Do not run VCM in a production environment when using only an evaluation version of SQL Server. Evaluation versions are not supported for production.

Prerequisites

n

Obtain the installation media for the Enterprise or Standard edition of SQL Server 2008 R2 or 2012, or verify access to a file share where the installer resides.

Procedure

1. Start the SQLServer installation.

2. Perform the following actions to install SQL Server.

Wizard Page Action

SQL Server

Click New installation or add features to an existing installation.

Installation Center

Setup Support Rules

Setup Support

Click Install and verify that all of the rules pass. To view the detailed system configuration check report, click the link.

Click Install to install the setup support files.

Files

Setup Support

Verify that all of the rules passed. Rules – for SQL Server Setup support files

Installation

Select New installation or add shared features. Type

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Product Key Verify that the product key is entered.

License Terms Accept the license terms.

Setup Role Select SQL Server Feature Installation.

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Wizard Page Action

Feature Selection

Installation Rules

Instance Configuration

Disk Space Requirements

Server Configuration

Select the following features.

Instance Features:

n

Database Engine Services

n

Reporting Services

Shared Features:

n

Client Tools Connectivity

n

SQL Server Books online

n

Management Tools - Basic and Management Tools - Complete

Verify that the rules passed. To view the detailed system configuration check

report, click the link.

Select Default Instance. If an instance of SQL Server is not installed, the installation

creates a default instance. If an instance of SQLServer is already installed, select

Named Instance and assign a name.

Review the disk usage summary.

Click Use the same account for all SQL Server services and enter the NT

AUTHORITY\SYSTEM account and password.

It is possible to use a domain account for SQL Server services. A domain account

might be required for split installations, because the SQL Server Agent might need

access to the Collector for some activities. If you use a domain account, you should

use a local administrator on the SQL Server machine to access DBServices.

Otherwise, you must grant manual permissions.

Database Engine

Select Windows authentication and click Add Current User to add the account to

the SQL Server administrators. Configuration

Error

Review the summary information. Reporting

Installation Configuration

Verify that the rules passed. To view the detailed system configuration check

report, click the link. Rules

Ready to Install

Review the summary of features and click Install to install SQL Server. When the

installation is finished, click the link to view the log file.

What to do next

n

Reboot the single-server machine.

n

Configure the SQLServer properties. See "Verify and Configure the SQL Server Properties" on the

facing page.

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Verify and Configure the SQL Server Properties

To ensure that SQLServer will operate with VCM, verify the SQLServer property settings and set the server-wide SQL database settings in preparation to install VCM. For information about server-wide and database-specific SQL Server database settings, see the VCM Administration Guide.

Procedure

1. Click Start and select All Programs > Microsoft SQL Server {version} > SQL Server Management Studio.

2. Right-click the SQL instance and select Properties.

3. Confirm the General page server property of Version as 10.50.1600.1 or some later build of version

10.50.

4. Select and confirm the Security page server properties.

a. Select Windows Authentication mode, which is recommended.

b. Although SQL Server and Windows Authentication mode is acceptable for VCM, select Windows

Authentication mode, which is recommended.

5. Select and confirm the Database Settings page server properties.

a. For Default index fill factor, type or select a percentage value, which specifies the amount of free

space in each index page when the page is rebuilt.

Set the fill factor to 80% to keep 20% free space available in each index page.

b. For Recovery interval (minutes), type or select 5.

6. Click OK to save your changes.

What to do next

To ensure that SQLServer and VCMoperate correctly together, verify that the SQLServer name matches the Windows machine name. See "Verify Matching SQL Server and Computer Names" below.

Verify Matching SQL Server and Computer Names

To ensure that SQLServer and VCM operate correctly together, you must verify that the SQLServer name matches the Windows machine name. If you recently installed SQL Server, you do not need to verify that the names match. If you obtained a machine that was renamed after the operating system and SQL Server were installed, verify and reset the SQLServer server name.

Procedure

1. Click Start and select All Programs > Microsoft SQL Server {version} > SQL Server Management Studio.

2. Click Database Engine Query.

3. In the SQL Query pane, type SELECT @@Servername and click Execute.

4. Verify that the resulting SQL Server name matches the Windows machine name.

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5. If the SQL Server name does not match the Windows machine name, reset the SQL Server name.

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a. In the SQL Query pane, type the following command and replace NewServerName with the server

name.

exec sp_dropserver @@SERVERNAME exec sp_addserver 'NewServerName', 'local'

b. Click Execute.

c. To restart the SQL Server services, click Start and select Programs > Microsoft SQL Server

{version} > Configuration Tools > SQL Server Configuration Manager > SQL Server {version} Services.

d. Right-click SQL Server and click Restart.

6. Reboot the database server machine.

What to do next

Verify that the SQL Server Agent service account has the SQL Server sysadmin role. See "Verify the

SQLServer Agent Service Account is a sysadmin" below.

Verify the SQLServer Agent Service Account is a sysadmin

The SQL Server Agent service account that runs scheduled jobs in SQL Server must be a sysadmin.

Procedure

1. Click Start and select All Programs.

2. Click Microsoft SQL Server {version} > SQL Server Management Studio.

3. Expand the server, expand Security, expand Server Roles.

4. Double-click sysadmin and view the members of the sysadmin role.

5. Verify that the account to use for the SQL Server Agent service is a member of the sysadmin fixed role.

6. If the account is not a member of the sysadmin fixed role, add this role to the account.

What to do next

Verify that the SQL Server Agent service is configured to start automatically. See "Verify that the

SQLServer Agent Service Starts Automatically" below.

Verify that the SQLServer Agent Service Starts Automatically

VCM uses the SQL Server Agent service to run all scheduled jobs and SSRS reports, including dashboards. Set the service to automatically start on the VCM server.

Procedure

1. On the VCM server, click Start and select Administrative Tools > Services.

2. Right-click SQL Server Agent, and select Properties.

3. From the Startup type menu, select Automatic.

4. Click OK, and close the Services window.

What to do next

Select the SQL Server Agent service account See "Select the SQLServer Agent Service Account" on the

facing page.

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Select the SQLServer Agent Service Account

SQL Server Agent is a service that runs scheduled jobs in SQLServer and runs as a specific user account. Verify that the SQL Server Agent service account that you provided during the SQL Server installation is a SQL Server sysadmin.

Prerequisites

n

Verify that the account you provide for the SQL Server Agent service has permission to log in as a service and the required additional permissions. See the online Microsoft Developer Network for more information.

n

Understand the supported service account types for non-clustered and clustered servers. VCM 5.7 supports Active/Active SQL clusters. See the online Microsoft Developer Network for more information.

n

Verify that the account you will use for the SQL Server Agent service account has the sysadmin privilege. See "Verify the SQLServer Agent Service Account is a sysadmin" on page 46.

Procedure

1. On the VCMdatabase server machine, click Start and select All Programs.

2. Click Microsoft SQL Server {version} > Configuration Tools > SQL Server Configuration Manager.

3. Click SQL Server Services.

4. Right-click SQL Server Agent (MSSQLSERVER) and click Properties.

5. On the Log On tab, select a log in option and provide the account information.

Option Description

Built-in account In a single-tier installation, you can select the Local System account,

which has unrestricted access to all system resources. In a split installation environment, do not select the built-in Local System account. This account is a member of the Windows Administrators group on the local machine.

This account In a split installation, the SQLServer Agent must be running as a user

account. Select a Windows domain account for the SQL Server Agent service account.

This option provides increased security. Select this option for jobs that require application resources across a network, to forward events to other Windows application logs, or to notify administrators through email or pagers.

6. Type or select an account name that has the sysadmin privilege.

7. Click OK.

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What to do next

Establish SQLServer administration rights. See "Establish SQL Server Administration Rights" below.

Establish SQL Server Administration Rights

Members of the SQLServer sysadmin fixed server role can perform any activity in the server. The user who installs VCM must have SQL Server sysadmin rights.

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Procedure

1. Click Start and select All Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio.

2. Expand the server instance, select Security and select Logins.

3. Right-click the login ID of the user who installs VCM and select Properties.

4. In the Select a page area, select Server Roles.

5. In the Server roles area, select the sysadmin check box.

6. Click OK to save the settings and close the window.

What to do next

Configure the Web components of the VCM Collector. See "Configure the Web Components" below.

Configure the Web Components

The Web components of the VCM Collector contain Web applications such as IIS and SQL Server Reporting Services (SSRS), other services, and VCM software components. Before you install VCM, you must configure the Web components of the VCM Collector.

The Windows machine that hosts the Web components must be running Internet Information Services (IIS) 7.5. IIS is installed when you install Windows Server 2008 R2.

The SQL Server license includes SQL Server Reporting Services (SSRS). In your installation configuration, when you run SSRS and SQL Server on the same machine, the SQL Server database machine can take on the role of the Report Server (SSRS).

VCM 5.7 supports running SSRS on the Web server or on the database server in a split installation. Depending on the separation of services in your environment, you might want to install SSRS on the Web server machine in a split installation, because SSRS has its own Web server.

If you install SSRS on the Web server, it requires an additional SQL Server license, because you are installing SSRS on a Windows Server 2008 R2 machine that is separate from the SQL Server database services. If you run SQL Server Enterprise Edition, all SQL Server services running in guests on a single virtual machine host are covered by the Enterprise Edition license.

Prerequisites

n

Perform the prerequisite tasks for your installation configuration.

n

Place the Web server in the Internet Explorer Trusted Zone so that Internet Explorer can delegate the VCM user's credentials to the Web service for use with SQL Server. See "Place the Web Server in the

Internet Explorer Trusted Zone" on page 101.

n

If the domain firewall is turned on, verify that any required ports are open. If the database server is blocked from communicating with the Collector, problems can occur when you submit jobs. VCM displays an error about the SAS service, and the VCM Debug Event Log displays failures when calling ecm_sp_collector_control.

n

Verify that .NET Framework 3.5.1 is installed on Windows Server 2008 R2 machines where Package Studio will be installed.

n

Verify that you have an Internet connection to check for patch bulletin updates.

n

On the Windows Server 2008 R2 Web server machine, verify that the following .NET Framework

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components are installed.

n

Windows Process Activation Service

n

Process Model

n

.NETEnvironment

n

Configuration APIs

Procedure

1. Restart the Web server machine.

2. Click Start and select All Programs > Administrative Tools > Server Manager.

3. Click Roles and verify that the Web Server (IIS) role appears.

4. If the Web Server (IIS) role does not appear, in the Roles Summary area, click Add Roles and add the Web Server (IIS) role.

5. On the Select Server Roles page, select Web Server (IIS) and select the Web Server components to add.

Option Action

Common HTTPFeatures Select these options:

n

Static Content

n

Default Document

n

Directory Browsing

n

HTTP Errors

Application Development Select these options:

n

ASP .NET

n

.Net Extensibility

n

ASP

n

ISAPI Extensions

n

ISAPI Filters

n

Server Side Includes

Health and Diagnostics Select these options:

n

HTTP Logging

n

Request Monitor

Security Select these options:

n

Basic Authentication

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n

Request Filtering

Performance Select:

n

Static Content Compression

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Configuring IIS

To ensure that the Web components are correctly configured, verify that the correct role services are enabled, the bindings are set correctly, and the default Web site is correct.

Verify the IIS 7.5 Ro le Services are Enabled

Verify that the correct IIS 7.5 Role Services are enabled on the VCM Collector.

Procedure

1. On the Collector, click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Roles and click Web Server (IIS).

3. If the Web Server (IIS) role does not appear in the list of Roles, scroll to Role Services, click Add Role Services and add the Web Server (IIS) Role.

When you installed IIS, the ASP Role Service, ASP.NET Role Service, and IIS ServerSideIncludes Role Service were installed.

4. In the Web Server (IIS) pane, scroll to Role Services and verify that the status is set to Installed for the following Role Services.

Role Service Cat egory Role Service

Common HTTP Features Static Content

Default Document

Directory Browsing

HTTPErrors

HTTPRedirection

Application Development ASP.NET

.NET Extensibility

ASP

ISAPIExtensions

ISAPI Filters

Server Side Includes

Health and Diagnostics HTTP Logging

Logging Tools

Request Monitor

Tracing

Security Basic Authentication

Windows Authentication

Digest Authentication

URL Authorization

Request Filtering

IP and Domain Restrictions

Performance Static Content Compression

Dynamic Content Compression

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Role Service Cat egory Role Service

Management Tools IISManagement Console

IIS Management Scripts and Tools

Management Service

5. If any of the Role Services are not installed, click Add Role Services, select the check boxes of the services to install, and click Install.

Con figure the IIS 7.5 Setting s

IIS settings configure the information required for requests to communicate with a Web site. To support VCMinteraction with IIS, configure the settings for the IIS 7.5 bindings on the VCMCollector machine to ensure that the settings are correct.

Procedure

1. Click Start and select All Programs > Administrative Tools > Internet Information Services (IIS) Manager.

2. Expand <server name>, expand Sites, and click Default Web Site.

3. In the Actions pane, under Manage Web Site and Browse Web Site, click Advanced Settings.

4. Expand Connection Limits and set Connection Time-out (seconds) to 3600.

5. Click OK.

Verify the IIS 7.5 Default Web Site

IIS 7.5 provides a default Web site that defines the default authentication settings for applications and virtual directories. Verify that the IIS 7.5 default Web site has the correct settings.

Procedure

1. Click Start and select All Programs > Administrative Tools > Internet Information Services (IIS) Manager.

2. Expand <server name>, expand Sites, and click Default Web Site.

3. In the Default Web Site Home pane, locate the IIS options.

4. Double-click Authentication and set the authentication.

Option Action

Anonymous Authentication Set to Disabled.

ASP.NET Impersonation Set to Disabled.

Basic Authentication Set to Enabled.

Forms Authentication Set to Disabled.

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Verify the ISAPI Extensions

The ISAPI Extensions role provides support for dynamic Web content development. You must verify that the role service is installed, and install it if needed.

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Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Server Manager (<server name>) and expand Roles.

3. Click Web Server (IIS).

4. Scroll to Role Services.

5. Locate ISAPI Extensions and verify that the role service is installed.

6. If the role service is not installed, click Add Role Services and add the ISAPI Extensions role service.

What to do next

Prepare SQL Server Reporting Services (SSRS) to generate VCM reports. See "Configure SSRS on the

VCMCollector" below.

Configure SSRS on the VCMCollector

SQL Server Reporting Services (SSRS) is a server-based report generation software system that is administered using a web interface and used to deliver VCM reports.

Back Up Your SSRS Key

The rskeymgmt utility manages the symmetric keys used by a report server. This utility provides a way to delete encrypted content that can no longer be used if you cannot recover or apply the key.

Use the Microsoft command-line utility to back up the symmetric key to an encrypted file.

Prerequisites

n

See the online Microsoft Support center for details about how to use the rskeymgmt utility.

Procedure

1. On the Collector file system, locate the rskeymgmt.exe utility at c:\Program Files (x86) \Microsoft SQLServer\100\Tools\Binn or the directory where you installed SQLServer.

2. To copy your SSRS key set to a removable media device and store it in a secure location, open a command line prompt and run the rskeymgmt.exe utility with the appropriate options.

Disable IE Protected Mode for SSRS

On the VCM Collector, when User Account Control (UAC) is turned on and Internet Explorer Protected Mode is enabled, SSRS user permissions errors and Web service errors on dashboards and node summaries can occur. UAC and Internet Explorer Protected Mode also block access to the http://localhost/reports SSRS administration interfaces. If you use another machine to access the VCM Web console interface, this problem does not occur.

CAUTION Do not use the VCM Collector Web console interface for general Internet access, because

doing so causes VCM SSRS dashboard errors. If you access the Internet through the VCM Collector Web console interface, to enable the SSRS dashboards you must either disable Internet Explorer Protected Mode for the zone of the Collector or run Internet Explorer as administrator.

Do not modify the Internet Explorer Protected Mode setting in other circumstances, because doing so reduces the protection on the Collector and can increase the exposure of the Collector to attacks through Internet Explorer.

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Procedure

1. In Internet Explorer, click Tools.

2. Click Internet Options and click the Security tab.

3. Click Local intranet and deselect the Enable Protected Mode (requires restarting Internet Explorer) check box.

4. Click Apply and OK, and close all instances of Internet Explorer.

Configure SSRS

Configure SSRS manually in your installation configuration, because the SSRS command-line configuration tool does not perform these steps.

SSRS might require HTTPS during installation. If HTTPSis required, you manually export a self-signed certificate and import it to the VCM Collector machine’s root certificate store. If you do not manually export the certificate, a manual import of a VCM report might fail. If the manual import fails, run the import from the VCM Collector machine. For more information, see the Microsoft IIS Resource Kit Tools.

Prerequisites

n

Back up your SSRS key. See "Back Up Your SSRS Key" on the previous page.

n

Disable the Internet Explorer Protected Mode. See "Disable IE Protected Mode for SSRS" on the

previous page.

Procedure

1. On your single server, start SQLServer 2008 R2 Reporting Services Configuration Manager.

a. Click Start, select Run, and type rsconfigtool.exe.

b. In the Reporting Services Configuration Connection dialog box, click Connect to connect and log in

to SQL Server Reporting Services.

2. Update the SQL Server database.

a. In the navigation pane, click Database and click Change Database.

b. In the Report Server Database Configuration pane, verify that Action is selected.

c. On the Change Database page, select Create a new report server database and click Next.

d. Change the server name of your database server to the database machine and database instance

where SSRS will connect.

e. Verify that the authentication type is set to Current User – Integrated Security and click Test

Connection.

f. When the test message is successful, close the Test Connection dialog box and click Next.

g. On the Database pane, enter a name for the Database.

h. Set the Report Server Mode to Native Mode and click Next.

i. In the Credentials pane, change the Authentication Type to Windows Credentials, specify an

account, and click Next.

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Specify an account that has permission to connect from the Web service on the single server to the

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database on the single server, and specify the password for the account.

j. In the Summary pane, review the selections and click Next.

k. In the Progress and Finish pane, resolve any errors, and click Finish.

3. Update the encryption keys.

a. In the navigation pane, click Encryption Keys.

b. In the Delete Encrypted Content area, click Delete and accept the prompt to delete all encrypted

data.

c. In the Change area, click Change to replace the encryption key, and click OK.

4. Configure the Web Service URL.

a. In the navigation pane, click Web Service URL.

b. Verify or configure the settings and click Apply to activate the Report Server Web Service URL.

Option Action

Virtual Directory Set to ReportServer.

IP Address Set to All Assigned (Recommended).

TCP Port Set to 80 if you are not using HTTPS.

SSLCertificate Not Selected

c. In the Results area, confirm that the virtual directory is created and that the URL is reserved.

5. Confirm the Report Manager URL.

a. In the navigation pane, click Report Manager URL and click Apply to activate the Report Manager

URL.

b. Verify that the virtual directory was created and that the URL was reserved in the Results area.

c. Click the default URL and verify that it opens SQLServer Reporting Services.

6. Click Exit to close SQLServer 2008 R2 Reporting Services Configuration Manager.

What to do next

To authenticate users and client applications against the report server, configure Basic Authentication on the report server. See "Configure Kerberos Authentication" on page 55.

Configure Basic Authentication on the Report Server

SQL Server Reporting Services (SSRS) provides several options to authenticate users and client applications against the report server. When you install VCM in a single-tier split installation and use Basic authentication, you must allow direct access to the Reports virtual directory.

Update the RSReportServer.config file so that VCM can authenticate users who use the VCM Web console, and users can launch SSRS reports. To configure Basic authentication on the report server, edit the XML elements and values in the RSReportServer.config file.

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Procedure

1. On the Windows machine where you installed SSRS, locate the rsreportserver.config file.

The default location is C:\Program Files\Microsoft SQL

ServerReportingServicesInstance\Reporting

Services\ReportServer\rsreportserver.config.

2. Stop the SSRS service.

3. Open the rsreportserver.config file for editing.

4. In the file, locate the <AuthenticationTypes> block.

The block resembles the following example.

</AuthenticationTypes>

...

</Authentication>

5. Remove any existing parameters and add the <RSWindowsBasic/> parameter to the <AuthenticationTypes> XML element.

The modified block resembles the following block.

</AuthenticationTypes>

...

</Authentication>

6. Save the configuration file.

7. Start the SSRS service.

What to do next

To authenticate VCM reports with Kerberos, see "Configure Kerberos Authentication" below.

Configure Kerberos Authentication

The Kerberos network protocol uses secret-key cryptography to ensure security in your VCM applications. To authenticate VCM Reports, you must use Basic Authentication with HTTPS or Kerberos Authentication.

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When you configure Kerberos Authentication in your installation, configure it on the database server.

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vCenter Configuration Manager Advanced Installation Guide

Prerequisites

n

Verify that your Windows Server 2008 R2 machine has Active Directory management tools installed. If the tools are not installed, install them. See Microsoft TechNet online. This configuration requires an Active Directory domain running at Windows Server 2003 or later domain functional level.

n

If SQL Server Reporting Services is running on a different Windows machine than the VCM Collector in a single-tier installation, verify that the Application Pool account is a local administrator.

Procedure

1. Log in to your Windows Server 2008 R2 machine as a user who has domain administrator privileges.

2. Start Active Directory Domain Services and select Active Directory Users and Computers.

3. Verify whether AD accounts exist in your domain for the SQLServer service and the VCM IIS Application Pool.

4. If the accounts do not exist, create them.

a. Set the database account to be a local administrator on the database server.

b. Make the Application Pool account a local administrator on the VCM Collector in a single-tier

installation.

5. Select the Computers container and locate the Web system.

a. Open the properties for Web system.

b. Click the Delegation tab.

c. Select Trust this computer for delegation to any service.

6. Open IIS manager and set the identity of the CMAppPool application pool to the IISaccount.

7. In Reporting Services Configuration Manager, configure the SQL Server Reporting Services service to run as the IISApplication Pool account.

8. Change SQL Server to run as the SQLServerDomain account.

a. In Reporting Services Configuration Manager, click Encryption Keys and click Delete to delete

encrypted content.

b. In the navigation pane, click Service Account and enter the app_pool_account account for the

database connection.

9. Open a command prompt to set the service principal names directory property for the Active Directory service accounts.

a. Click Start, select All Programs > Accessories, right-click Command Prompt, and select Run as

administrator.

b. Type: Setspn -a MSSQLSvc/db_server_name domain\sql_server_account_name and press Enter.

c. Type: Setspn -a MSSQLSvc/db_server_name:1433 domain\sql_server_account_name and press

Enter.

d. Type: Setspn -a MSSQLSvc/db_server_fqdn domain\sql_server_account_name and press Enter.

e. Type: Setspn -a MSSQLSvc/db_server_fqdn:1433 domain\sql_server_account_name and press

Enter.

10. Verify whether SSRSis running on the SQLServer and if it is not running, locate and update the Report Server configuration file named rsreportserver.config.

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a. Locate the AuthenticationTypes XML element.

b. Remove <RSWindowsNTLM/> and <RSWindowsBasic/>.

c. Add <RSWindowsNegotiate/> and <RSWindowsKerberos/>.

The default location for the configuration file is C:\Program Files\Microsoft SQL

ServerReportingServicesInstance\Reporting

Services\ReportServer\rsreportserver.config.

11. In SQL Server Management Studio, grant the Application Pool user access to the VCM and VCM_Unix databases, with membership in the VCM__SelectRole_General role in each database.

12. (Optional) If you did not configure the SQL Server Reporting Services service to run as the IISApplication Pool account before installing VCM, start Internet Explorer as administrator and set the report settings.

a. Click Start, select All Programs, right-click Internet Explorer and select Run as administrator.

b. Connect to http://localhost/Reports/Pages/Folder.aspx.

c. Click ECM Reports and click the ECM data source to display the properties menu.

d. To use integrated authentication, type the following text into the Connection string text box and

click Apply.

Integrated Security=SSPI;Data Source=db_server_name;Initial

Catalog=VCM;LANGUAGE=us_english;

e. Click the back button to return to the ECM Reports view.

13. Select Folder Settings, select Security, select the new SSRS user or group, and click New Role Assignment.

14. Click Browser to allow the VCM SSRS user or group to view folders and reports and subscribe to reports, and click OK.

15. In Server Manager, set the authentication mode.

a. In the navigation pane, select Roles > Web Server (IIS) and click Add Role Services in the Role

Services area.

b. In the Select Role Services wizard, locate the Security (Installed) section, click Windows

Authentication, and follow the prompts to install the service.

c. In the navigation pane, select Roles > Web Server (IIS).

d. Under server_name, select Sites\Default Web Site\VCM, double-click Authentication, and

verify that Windows Authentication is the only option enabled.

e. Under server_name\Sites\Default Web Site, double-click Authentication, click Windows

Authentication, verify that Windows Authentication is enabled, and click Advanced Settings.

f. Verify that Kernel Mode Authentication is disabled and click OK.

16. In Windows Explorer, update the configuration files.

a. Open the configuration file at

Windows\System32\inetsrv\config\applicationhost.config and locate the <authentication> section.

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b. Verify that Windows authentication is enabled, and if it is not enabled, enable it.

c. Save any changes and close the file.

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17. Open a command prompt to set the property for the Active Directory service accounts for the service principal names directory.

a. Click Start and select All Programs > Accessories.

b. Right-click Command Prompt and select Run as administrator.

c. Type Setspn -a http/web_server_name domain\Application Pool Account Name and press Enter.

d. Type Setspn -a http/web_server_fqdn domain\Application Pool Account Name and press Enter.

18. Open the properties for the SQLServer and Application Pool accounts, click the Delegation tab, and select Trust this user for delegation to any service.

What to do next

Configure the VCMCollector Components before you install VCM. See "Configure the VCM Collector

Components" on page 58.

Configure the VCM Collector Components

The VCM Collector contains the VCM software application, VCM services, and the OS Provisioning Server. To prepare the VCM Collector components for VCM installation, configure the required utilities.

In your single-tier installation configuration, configure the Web server and VCM Collector components on the same machine.

NOTE This procedure is required only if you did not install the complete set of Management Tools and support components earlier.

Prerequisites

n

Perform the prerequisite tasks for your installation configuration. See "Single-Tier Server Installation"

on page 35.

n

From the VCM Collector, verify that you can access the Microsoft Download Center, Microsoft SQL Server Feature Pack to download SQLXML 4.0 SP1 in the following procedure. See the online Microsoft Download Center.

n

Verify that you can access the Microsoft Download Center, Microsoft SQL Server Feature Pack to download and install the Native Client (sqlncli.msi) in the following procedure. See the online Microsoft Download Center. The SQL Command Line Tools in the SQLServer Feature Pack are required.

n

Install .NET Framework 3.5.1 on the Windows Server 2008 R2 machines where Package Studio will be installed.

Procedure

1. Download and install SQLXML 4.0 SP1, x64 Package.

2. Download and install SQL Server Command Line Utilities, which includes the SQLCMD utility, x64 Package (SqlCmdLnUtils.msi).

The SQL Command Line Tools in the SQLServer 2008 R2 Feature Pack are required.

3. Download and install the SQL Server Native Client, x64 Package (sqlncli.msi).

The Native Client from the SQL Server Feature Pack is required.

4. Reboot the VCM Collector.

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What to do next

Review the DCOMand port requirements, and install VCM. See "Installing VCM" on page 117.

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Two-Tier Split Installation

In a two-tier split installation, the VCM database resides on the Windows Server 2008 R2 database server machine, and the VCM Collector and Web components reside on the second Windows Server 2008 R2 machine.

VCM 5.7 supports 64-bit environments that include 64-bit hardware, the 64-bit Windows Server 2008 R2 operating system, and SQL Server 2008 R2 or 2012.

CAUTION A two-tier installation configuration uses basic authentication with HTTPS by default. Be

aware of the risks to exposure of sensitive data if you use basic security without HTTPS. Optionally, you can use Kerberos Authentication.

Figure 9–1. Two-Tier Split Installation

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You must install SQL Server Reporting Services (SSRS) on either the database server or the combined VCMCollector and Web server.

The VMware Knowledge Base includes information about sizing your hardware environment for a twotier installation of VCM. See http://kb.vmware.com/kb/2033894.

For advanced information to install VCM in a two-tier environment, see the VCM Advanced Installation Guide.

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Configuring a Two-Tier Split Installation Environment

In a two-tier installation environment, you configure the database server first, then configure the combined VCM Collector and Web server before you install VCM. All machines are physical or virtual Windows machines.

Your VCM database server and combined Web and VCM Collector server need the following components.

Datab ase Server Components Combin ed Web an d VCM Co llecto r Server Components

VCM Database Components SSRS 2008 for VCM Reports

VMware VCM Package Manager for Windows VCM Web Console

SSRS 2008 for VCM Reports (Optional if you install it on the combined Web and VCM Collector)

(Optional) Other Tools (Optional) SSRS 2008 for VCM Reports

VCM Collector Components

Import/Export Utility

Foundation Checker

VMware VCM Package Manager for Windows

VMware VCM Package Studio

Prerequisites

n

Perform the general system prerequisite steps. See "System Prerequisites to Install VCM" on page 21.

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Connect the database server machine to the domain.

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Connect the combined VCM Collector and Web server machine to the domain.

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Obtain the installation media for the Enterprise or Standard edition of SQL Server 2008 R2 or 2012, or verify access to a file share where the installer resides.

Procedure

1. "Verify that the Installing User is an Administrator" on the facing page

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account.

2. "Install and Configure a Windows Server 2008 R2 Operating System" on the facing page

Install the Windows Server 2008 R2 operating system on each Windows machine that serves as a tier in your configuration.

3. "Configuring the VCM Database Server" on page 65

To ensure that the installation creates the VCM databases, you must configure the VCM database server before you install VCM. In a two-tier split installation configuration, the VCM database server resides on a dedicated machine. The databases include VCM, VCM_Coll, VCM_Raw, and VCM_UNIX.

4. "Configure the Combined VCM Collector and Web Server" on page 72

In a two-tier split installation configuration, the VCM Collector and the Web server components reside together on a dedicated Windows Server 2008 R2 machine, and the VCM database server resides on a separate Windows Server 2008 R2 machine.

5. "Configure the Web Components" on page 73

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The combined VCM Collector and Web server contains Web applications such as IIS and SQL Server Reporting Services (SSRS), other services, and VCM software components. Before you install VCM, you must configure the combined VCM Collector and Web server.

6. "Configure the VCM Collector Components" on page 85

The combined VCM Collector and Web server contains the VCM software application, VCM services, and the OS Provisioning Server. To prepare the VCM Collector components of the combined VCM Collector and Web server for VCM installation, configure the required utilities.

What to do next

Review the DCOMand port requirements, and use VCM Installation Manager to install the VCM components. See "Installing VCM" on page 117.

Verify that the Installing User is an Administrator

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account.

Procedure

1. Verify that the user is an Administrator.

a. Click Start and select All Programs > Administrative Tools > Computer Management.

Two-Tier Split I nstallation

b. Expand System Tools, expand Local Users and Groups, and click Users.

c. Right-click the user and click Properties.

d. Click the Member Of tab and verify that Administrators is listed.

e. If Administrators is not listed, add the user to the Administrators group.

f. Click Check Names and click OK.

2. Verify that the user is a domain account.

a. Click Groups.

b. Right-click Administrators and click Properties.

c. Verify that the Domain User is listed in the Members area.

What to do next

Prepare your Windows machine for VCM installation. See "Install and Configure a Windows Server 2008

R2 Operating System" below.

Install and Configure a Windows Server 2008 R2 Operating System

Install the Windows Server 2008 R2 operating system on each Windows machine that serves as a tier in your configuration.

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Prerequisites

n

Determine whether you require the Windows Server 2008 R2 Enterprise Edition or Standard Edition. See the VCM Installation Guide.

n

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account. See "Verify that the Installing User is an Administrator" on page 63.

n

Decide on a valid DNS computer name with no underscores for use when the Windows installation prompts for a machine name. If you attempt to change the machine name after a machine is identified as a Collector, problems might occur with VCM, SQL Server, and SQL Server Reporting Services.

Procedure

1. Install Microsoft Windows Server 2008 R2 on your Windows machine.

2. During the installation, you can configure several options.

Option Description

Regional and Language

Determines how numbers, dates, currencies, and time settings appear.

n

Language: Setting for your language. The default is English.

Options

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Time and currency format: Determines how numbers, dates, currencies, and time settings appear. The default is English (United States).

n

Keyboard or input method: Allows text entry for multiple languages. The default is US.

Disk Configuration

Allows you to separate the machine disk drive into partitions to store data in different partitions. You can create new disk partitions and delete existing partitions. After you configure the disk, select a partition to install Windows Server 2008 R2 Edition.

Product Key When the installation prompts, enter your product key.

Licensing Modes

Administrator Password

Windows Server 2008 R2 Standard edition supports a single license that is included with the product key.

The installation setup creates an account called administrator. To log in, you must create a password that complies with the criteria. The password must have the following attributes.

n

Minimum of six characters

n

Does not contain “administrator” or “admin”

n

Contains uppercase letters

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Contains lower case letters

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Contains numbers

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Contains at least one non-alphanumeric character

3. Perform the initial configuration tasks to set the time zone and the computer name.

Disable the Remote Desktop Session Host

A Remote Desktop Session Host server hosts Windows-based programs for Remote Desktop Services clients.

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If the Remote Desktop Session Host role service is enabled, you must disable it to avoid changes to settings for new connections, modifications of existing connections, or removal of connections.

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. In the navigation pane, expand Roles and click Remote Desktop Services.

3. In the Remote Desktop Services pane, scroll down to Role Services.

4. Click the Remote Desktop Session Host role service to highlight it.

5. Click Remove Role Services.

6. Deselect the Remote Desktop Session Host role service and follow the prompts to finish disabling the Remote Desktop Session host role.

Enable DCOM

The Distributed Component Object Model (DCOM) protocol allows application components to interact across Windows machines. DCOM must be enabled on the Windows machine to install and run VCM.

Although DCOMis enabled by default when Windows Server 2008 R2 is installed, DCOMmight have been disabled by a custom installation or a lock-down script.

Procedure

1. Click Start and select All Programs > Administrative Tools > Component Services to open Component Services.

2. In the Component Services navigation pane, expand Component Services and expand Computers.

3. Right-click the computer and click Properties.

4. Click the Default Properties tab.

5. Select Enable Distributed COM on this computer and click OK.

What to do next

Configure the database server. See "Configuring the VCM Database Server" below.

Configuring the VCM Database Server

To ensure that the installation creates the VCM databases, you must configure the VCM database server before you install VCM. In a two-tier split installation configuration, the VCM database server resides on a dedicated machine. The databases include VCM, VCM_Coll, VCM_Raw, and VCM_UNIX.

The SQL Server license includes SQL Server Reporting Services (SSRS). In your two-tier split installation configuration, when you run SSRS and SQL Server on the same machine, the SQL Server database machine can take on the role of the Report Server (SSRS).

VCM 5.7 supports running SSRS on the Web server or on the database server in a split installation. Depending on the separation of services in your environment, you might want to install SSRS on the Web server machine in a split installation, because SSRS has its own Web server.

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If you install SSRS on the Web server, it requires an additional SQL Server license, because you are installing SSRS on a Windows Server 2008 R2 machine that is separate from the SQL Server database services. If you run SQL Server Enterprise Edition, all SQL Server services running in guests on a single virtual machine host are covered by the Enterprise Edition license.

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VCM operates with a Standard or Enterprise edition of SQL Server. You must install the 64-bit SQL Server 2008 R2 or 2012 version on your designated database server machine and verify that the settings are configured correctly for a VCM installation.

If you plan to change the communication port that SQL Server uses from the default port of 1433 to a nonstandard port number, make the changes during the installation of SQL Server and SQL Server Reporting Services (SSRS). Changing the port after you install SSRS disables SSRS communication with SQL Server, which causes an SSRS validation error during the VCM installation process. If you change the port after installation, you must configure additional SSRS settings to repair the configuration.

Disable the Firewall or Add an Exception for SQL Server Port 1433

On the machine that is running SQL Server, to access SQLServer through a firewall, you must configure the firewall or add an exception for port 1433. Port 1433 is the SQL Server default instance running over TCP.

Procedure

1. To turn off the Windows domain firewall, follow these steps.

a. Click Start and select Control Panel.

b. Click System and Security.

c. Click Windows Firewall.

d. Click Turn Windows Firewall on or off.

e. Under Domain network location settings, click Turn off Windows Firewall.

2. To add an exception for SQL port 1433, follow these steps.

a. In Windows Firewall in the Control Panel, click Advanced Settings to open the Windows Firewall

with Advanced Security dialog box.

b. Click Inbound Rules and click New Rule.

c. Click Port and Next.

d. Click TCP, click Specific local ports, type 1433, and click Next.

e. Click Allow the connection and click Next.

f. Click Domain, uncheck Private, uncheck Public, and click Next.

g. Type a name for the rule and click Finish.

Install SQL Server on the Database Server

In a two-tier split installation configuration, the VCM database server resides on a dedicated machine. The database server contains the VCM, VCM_Coll, VCM_Raw, and VCM_UNIX databases. You must configure the VCM database server before you install VCM in a two-tier split installation configuration.

NOTE Do not run VCM in a production environment when using only an evaluation version of SQL Server. Evaluation versions are not supported for production.

Prerequisites

n

Obtain the installation media for the Enterprise or Standard edition of SQL Server 2008 R2 or 2012, or verify access to a file share where the installer resides.

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Procedure

1. Start the SQLServer installation.

2. Perform the following actions to install SQL Server.

Wizard Page Action

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SQL Server

Click New installation or add features to an existing installation.

Installation Center

Setup Support Rules

Setup Support

Click Install and verify that all of the rules pass. To view the detailed system configuration check report, click the link.

Click Install to install the setup support files.

Files

Setup Support

Verify that all of the rules passed. Rules – for SQL Server Setup support files

Installation

Select New installation or add shared features. Type

Product Key Verify that the product key is entered.

License Terms Accept the license terms.

Setup Role Select SQL Server Feature Installation.

Feature Selection

Select the following features.

Instance Features:

Installation Rules

Instance Configuration

Disk Space Requirements

n

Database Engine Services

Shared Features:

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Client Tools Connectivity

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SQL Server Books online

n

Management Tools - Basic and Management Tools - Complete

Verify that the rules passed. To view the detailed system configuration check

report, click the link.

Select Default Instance. If an instance of SQL Server is not installed, the installation

creates a default instance. If an instance of SQLServer is already installed, select

Named Instance and assign a name.

Review the disk usage summary.

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Wizard Page Action

Server Configuration

Click Use the same account for all SQL Server services and enter the NT

AUTHORITY\SYSTEM account and password.

It is possible to use a domain account for SQL Server services. A domain account

might be required for split installations, because the SQL Server Agent might need

access to the Collector for some activities. If you use a domain account, you should

use a local administrator on the SQL Server machine to access DBServices.

Otherwise, you must grant manual permissions.

Database Engine

Select Windows authentication and click Add Current User to add the account to

the SQL Server administrators. Configuration

Error

Review the summary information. Reporting

Installation Configuration

Verify that the rules passed. To view the detailed system configuration check

report, click the link. Rules

Ready to Install

Review the summary of features and click Install to install SQL Server. When the

installation is finished, click the link to view the log file.

What to do next

n

Reboot the database server machine.

Verify and Configure the SQL Server Properties

To ensure that SQLServer will operate with VCM, verify the SQLServer property settings and set the server-wide SQL database settings in preparation to install VCM. For information about server-wide and database-specific SQL Server database settings, see the VCM Administration Guide.

Procedure

1. Click Start and select All Programs > Microsoft SQL Server {version} > SQL Server Management Studio.

2. Right-click the SQL instance and select Properties.

3. Confirm the General page server property of Version as 10.50.1600.1 or some later build of version

10.50.

4. Select and confirm the Security page server properties.

a. Select Windows Authentication mode, which is recommended.

b. Although SQL Server and Windows Authentication mode is acceptable for VCM, select Windows

Authentication mode, which is recommended.

5. Select and confirm the Database Settings page server properties.

a. For Default index fill factor, type or select a percentage value, which specifies the amount of free

space in each index page when the page is rebuilt.

Set the fill factor to 80% to keep 20% free space available in each index page.

b. For Recovery interval (minutes), type or select 5.

6. Click OK to save your changes.

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What to do next

To ensure that SQLServer and VCMoperate correctly together, verify that the SQLServer name matches the Windows machine name. See "Verify Matching SQL Server and Computer Names" below.

Verify Matching SQL Server and Computer Names

To ensure that SQLServer and VCM operate correctly together, you must verify that the SQLServer name matches the Windows machine name. If you recently installed SQL Server, you do not need to verify that the names match. If you obtained a machine that was renamed after the operating system and SQL Server were installed, verify and reset the SQLServer server name.

Procedure

1. Click Start and select All Programs > Microsoft SQL Server {version} > SQL Server Management Studio.

2. Click Database Engine Query.

3. In the SQL Query pane, type SELECT @@Servername and click Execute.

4. Verify that the resulting SQL Server name matches the Windows machine name.

5. If the SQL Server name does not match the Windows machine name, reset the SQL Server name.

a. In the SQL Query pane, type the following command and replace NewServerName with the server

name.

exec sp_dropserver @@SERVERNAME exec sp_addserver 'NewServerName', 'local'

b. Click Execute.

c. To restart the SQL Server services, click Start and select Programs > Microsoft SQL Server

{version} > Configuration Tools > SQL Server Configuration Manager > SQL Server {version} Services.

d. Right-click SQL Server and click Restart.

6. Reboot the database server machine.

What to do next

n

Reboot the database server machine.

n

Verify that the SQL Server Agent service account has the SQL Server sysadmin role. See "Verify the

SQLServer Agent Service Account is a sysadmin" below.

Verify the SQLServer Agent Service Account is a sysadmin

The SQL Server Agent service account that runs scheduled jobs in SQL Server must be a sysadmin.

Open SQLServer Management Studio and verify that the account you will use for the SQL Server Agent service account has the sysadmin privilege.

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Procedure

1. Click Start and select All Programs.

2. Click Microsoft SQL Server {version} > SQL Server Management Studio.

3. Expand the server, expand Security, expand Server Roles.

4. Double-click sysadmin and view the members of the sysadmin role.

5. Verify that the account to use for the SQL Server Agent service is a member of the sysadmin fixed role.

6. If the account is not a member of the sysadmin fixed role, add this role to the account.

What to do next

Verify that the SQL Server Agent service is configured to start automatically. See "Verify that the

SQLServer Agent Service Starts Automatically" below.

Verify that the SQLServer Agent Service Starts Automatically

VCM uses the SQL Server Agent service to run all scheduled jobs and SSRS reports, including dashboards. Set the service to automatically start on the VCM server where SQL Server is installed.

Procedure

1. On the VCM database server, click Start and select Administrative Tools > Services.

2. Right-click SQL Server Agent, and select Properties.

3. From the Startup type menu, select Automatic.

4. Click OK, and close the Services window.

What to do next

Select the SQL Server Agent service account See "Select the SQLServer Agent Service Account" below.

Select the SQLServer Agent Service Account

SQL Server Agent is a service that runs scheduled jobs in SQLServer and runs as a specific user account. Verify that the SQL Server Agent service account that you provided during the SQL Server installation is a SQL Server sysadmin. The SQL Server Agent runs as a user account.

Prerequisites

n

Verify that the account you provide for the SQL Server Agent service has permission to log in as a service and the required additional permissions. See the online Microsoft Developer Network for more information.

n

Understand the supported service account types for non-clustered and clustered servers. VCM 5.7 supports Active/Active SQL clusters. See the online Microsoft Developer Network for more information.

n

Verify that the account you will use for the SQL Server Agent service account has the sysadmin privilege. See "Verify the SQLServer Agent Service Account is a sysadmin" on page 69.

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Procedure

1. On the VCMdatabase server machine, click Start and select All Programs.

2. Click Microsoft SQL Server {version} > Configuration Tools > SQL Server Configuration Manager.

3. Click SQL Server Services.

4. Right-click SQL Server Agent (MSSQLSERVER) and click Properties.

5. On the Log On tab, select a log in option and provide the account information.

Option Description

Built-in account In a single-tier installation, you can select the Local System account,

which has unrestricted access to all system resources. In a split installation environment, do not select the built-in Local System account. This account is a member of the Windows Administrators group on the local machine.

This account In a split installation, the SQLServer Agent must be running as a user

account. Select a Windows domain account for the SQL Server Agent service account.

This option provides increased security. Select this option for jobs that require application resources across a network, to forward events to other Windows application logs, or to notify administrators through email or pagers.

6. Type or select an account name that has the sysadmin privilege.

7. Click OK.

What to do next

Establish SQLServer administration rights. See "Establish SQL Server Administration Rights" below.

Establish SQL Server Administration Rights

Members of the SQLServer sysadmin fixed server role can perform any activity in the server. The user who installs VCM must have SQL Server sysadmin rights.

Procedure

1. Click Start and select All Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio.

2. Expand the server instance, select Security and select Logins.

3. Right-click the login ID of the user who installs VCM and select Properties.

4. In the Select a page area, select Server Roles.

5. In the Server roles area, select the sysadmin check box.

6. Click OK to save the settings and close the window.

What to do next

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Configure the combined VCM Collector and Web server. See "Configure the Combined VCM Collector

and Web Server" on the next page.

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Configure the Combined VCM Collector and Web Server

In a two-tier split installation configuration, the VCM Collector and the Web server components reside together on a dedicated Windows Server 2008 R2 machine, and the VCM database server resides on a separate Windows Server 2008 R2 machine.

To configure the combined VCM Collector and Web server for a two-tier installation, verify the SQLXML version, configure IIS, install and configure SSRS, then configure the VCM Collector components.

Install the .NET Framework

To support library and language interoperability, the VCMCollector must have the required versions of the .NET Framework installed.

VCM 5.7 requires the .NET 3.5.1 Framework. If you use Package Studio, the VCM Collector must have .NET 3.5.1 installed. If you use Package Manager, the VCM Collector must have .NET 3.5.1 or .NET 4.0 installed.

Determine the installed version of the .NET Framework. If one of the .NET Framework versions is missing, install the version from the Microsoft download Web site.

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. Click Features.

3. Verify that .NET Framework 3.5.1 appears in the feature summary.

4. If .NET Framework 3.5.1 does not appear, under Features select Add Features and select .NET 3.5.1.

Verify the ASP.NET Client System Web Version

To support client programming, verify the ASP.NET Client System Web version to confirm that the .NET framework is installed correctly, and install it if the version is not correct.

1. Click Start and select All Programs > Administrative Tools > Internet Information Services (IIS) Manager.

2. Expand <server name> and click Sites.

3. Expand Default Web Site, expand aspnet_client, and expand system_web.

4. Verify that the version is 2_0_50727.

Verify the ASPRole Service

To support client programming, verify the status of the ASP Role Service to confirm that the .NET framework is installed correctly.

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Server Manager (<server name>) and expand Roles.

3. Click Web Server (IIS).

4. Scroll down to Role Services.

5. Locate ASP and verify whether the role service is installed.

6. If the role service is not installed, click Add Role Services and add the ASP role service.

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Verify ASP.NETRole Service

To support client programming, verify the status of the ASP.NET Role Service to confirm that the .NET framework is installed correctly.

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Server Manager (<server name>) and expand Roles.

3. Click Web Server (IIS).

4. Scroll down to Role Services.

5. Locate ASP.NET and verify that the role service is installed.

6. If the role service is not installed, click Add Role Services and add the ASP.NET role service.

What to do next

Configure the Web components for the combined VCM Collector and Web server. See "Configure the

Web Components" below.

Configure the Web Components

The combined VCM Collector and Web server contains Web applications such as IIS and SQL Server Reporting Services (SSRS), other services, and VCM software components. Before you install VCM, you must configure the combined VCM Collector and Web server.

The Windows machine that hosts the Web components must be running Internet Information Services (IIS) 7.5. IIS is installed when you install Windows Server 2008 R2.

For a two-tier installation, the Web server components reside on the same machine as the VCM Collector.

The SQL Server license includes SQL Server Reporting Services (SSRS). In your two-tier split installation configuration, when you run SSRS and SQL Server on the same machine, the SQL Server database machine can take on the role of the Report Server (SSRS).

VCM 5.7 supports running SSRS on the Web server or on the database server in a split installation. Depending on the separation of services in your environment, you might want to install SSRS on the Web server machine in a split installation, because SSRS has its own Web server.

If you install SSRS on the Web server, it requires an additional SQL Server license, because you are installing SSRS on a Windows Server 2008 R2 machine that is separate from the SQL Server database services. If you run SQL Server Enterprise Edition, all SQL Server services running in guests on a single virtual machine host are covered by the Enterprise Edition license.

Prerequisites

n

Perform the prerequisite tasks for your two-tier split installation configuration. See "Two-Tier Split

Installation" on page 61.

n

Place the Web server in the Internet Explorer Trusted Zone so that Internet Explorer can delegate the VCM user's credentials to the Web service for use with SQL Server. See "Place the Web Server in the

Internet Explorer Trusted Zone" on page 101.

n

If the domain firewall is turned on, verify that any required ports are open. If the database server is blocked from communicating with the Collector, problems can occur when you submit jobs. VCM displays an error about the SAS service, and the VCM Debug Event Log displays failures when calling ecm_sp_collector_control.

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n

Verify that .NET Framework 3.5.1 is installed on Windows Server 2008 R2 machines where Package Studio will be installed.

n

Verify that you have an Internet connection to check for patch bulletin updates.

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On the Windows Server 2008 R2 Web server machine, verify that the following .NET Framework components are installed.

n

Windows Process Activation Service

n

Process Model

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.NETEnvironment

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Configuration APIs

Procedure

1. Restart the Web server machine.

2. Click Start and select All Programs > Administrative Tools > Server Manager.

3. Click Roles and verify that the Web Server (IIS) role appears.

4. If the Web Server (IIS) role does not appear, in the Roles Summary area, click Add Roles and add the Web Server (IIS) role.

5. On the Select Server Roles page, select Web Server (IIS) and select the Web Server components to add.

Option Action

Common HTTPFeatures Select these options:

n

Static Content

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Default Document

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Directory Browsing

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HTTP Errors

Application Development Select these options:

n

ASP .NET

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.Net Extensibility

n

ASP

n

ISAPI Extensions

n

ISAPI Filters

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Server Side Includes

Health and Diagnostics Select these options:

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HTTP Logging

n

Request Monitor

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Option Action

Security Select these options:

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Basic Authentication

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Request Filtering

Performance Select:

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Static Content Compression

Configuring IIS

To ensure that the Web components are correctly configured, verify that the correct role services are enabled, the bindings are set correctly, and the default Web site is correct.

Verify the IIS 7.5 Role Services are Enabled

Verify that the correct IIS 7.5 Role Services are enabled on the combined VCM Collector and Web server .

Procedure

1. On the Collector, click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Roles and click Web Server (IIS).

3. If the Web Server (IIS) role does not appear in the list of Roles, scroll to Role Services, click Add Role Services and add the Web Server (IIS) Role.

When you installed IIS, the ASP Role Service, ASP.NET Role Service, and IIS ServerSideIncludes Role Service were installed.

4. In the Web Server (IIS) pane, scroll to Role Services and verify that the status is set to Installed for the following Role Services.

Role Service Cat egory Role Service

Common HTTP Features Static Content

Default Document

Directory Browsing

HTTPErrors

HTTPRedirection

Application Development ASP.NET

.NET Extensibility

ASP

ISAPIExtensions

ISAPI Filters

Server Side Includes

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Health and Diagnostics HTTP Logging

Request Monitor

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Role Service Cat egory Role Service

Security Basic Authentication

Performance Static Content Compression

Management Tools IISManagement Console

5. If any of the Role Services are not installed, click Add Role Services, select the check boxes of the services to install, and click Install.

Configure the IIS 7.5 Settings

Windows Authentication

Digest Authentication

URL Authorization

Request Filtering

IP and Domain Restrictions

Dynamic Content Compression

IIS Management Scripts and Tools

Management Service

IIS settings configure the information required for requests to communicate with a Web site. To support VCMinteraction with IIS, configure the settings for the IIS 7.5 bindings on the combined VCMCollector and Web server to ensure that the settings are correct.

Procedure

1. Click Start and select All Programs > Administrative Tools > Internet Information Services (IIS) Manager.

2. Expand <server name>, expand Sites, and click Default Web Site.

3. In the Actions pane, under Edit Site, click Bindings.

4. Click Add to open the Site Bindings dialog box.

a. In the Type menu, select http.

b. In the IPaddress menu, select All Unassigned.

c. In the Port text box, type 80.

5. In the Site Bindings dialog box, click Close.

6. In the Actions pane, under Manage Web Site and Browse Web Site, click Advanced Settings.

7. Expand Connection Limits and set Connection Time-out (seconds) to 3600.

8. Click OK.

Verify the IIS 7.5 Default Web Site

IIS 7.5 provides a default Web site that defines the default authentication settings for applications and virtual directories. Verify that the IIS 7.5 default Web site has the correct settings.

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Procedure

1. Click Start and select All Programs > Administrative Tools > Internet Information Services (IIS) Manager.

2. Expand <server name>, expand Sites, and click Default Web Site.

3. In the Default Web Site Home pane, locate the IIS options.

4. Double-click Authentication and set the authentication.

Option Action

Anonymous Authentication Set to Disabled.

ASP.NET Impersonation Set to Disabled.

Basic Authentication Set to Enabled.

Forms Authentication Set to Disabled.

Verify the ISAPI Extensions

The ISAPI Extensions role provides support for dynamic Web content development. You must verify that the role service is installed, and install it if needed.

Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Server Manager (<server name>) and expand Roles.

3. Click Web Server (IIS).

4. Scroll to Role Services.

5. Locate ISAPI Extensions and verify that the role service is installed.

6. If the role service is not installed, click Add Role Services and add the ISAPI Extensions role service.

What to do next

Prepare SQL Server Reporting Services (SSRS) to generate VCM reports. See "Installing and Configuring

SSRS on the Combined VCM Collector and Web Server" below.

Installing and Configuring SSRS on the Combined VCM Collector and Web Server

SQL Server Reporting Services (SSRS) is a server-based report generation software system that is administered using a web interface and used to deliver VCM reports.

Back Up Your SSRS Key

The rskeymgmt utility manages the symmetric keys used by a report server. This utility provides a way to delete encrypted content that can no longer be used if you cannot recover or apply the key.

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Use the Microsoft command-line utility to back up the symmetric key to an encrypted file.

Prerequisites

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See the online Microsoft Support center for details about how to use the rskeymgmt utility.

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Procedure

1. On the Collector file system, locate the rskeymgmt.exe utility at c:\Program Files (x86) \Microsoft SQLServer\100\Tools\Binn or the directory where you installed SQLServer.

2. To copy your SSRS key set to a removable media device and store it in a secure location, open a command line prompt and run the rskeymgmt.exe utility with the appropriate options.

Install SQL Server Reporting Services

In a two-tier installation configuration, for the Web server to generate VCM reports, install SQL Server Reporting Services (SSRS).

Prerequisites

n

Back up your SSRS key. See "Back Up Your SSRS Key" on the previous page.

n

Obtain the installation media for the Enterprise or Standard edition of SQL Server 2008 R2 or 2012, or verify access to a file share where the installer resides.

Procedure

1. Start the SQLServer 2008 R2 installation.

2. Perform the actions to install SQL Server Reporting Services.

Wizard Page Action

SQL Server

Click New installation or add features to an existing installation.

Installation Center

Setup Support Rules

Setup Support

Click Install and verify that all of the rules pass. To view the detailed system configuration check report, click the link.

Click Install to install the setup support files.

Files

Setup Support

Verify that all of the rules passed. Rules – for SQL Server Setup support files

Installation

Select New installation or add shared features. Type

Product Key Verify that the product key is entered.

License Terms Accept the license terms.

Setup Role Select SQL Server Feature Installation.

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Wizard Page Action

Two-Tier Split I nstallation

Feature Selection

Installation Rules

Instance Configuration

Disk Space Requirements

Server Configuration

Select the following options.

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Reporting Services

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Client Tools Connectivity

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(Optional) SQL Server Books Online

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Management Tools - Basic

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Management Tools - Complete

Verify that the rules passed. To view the detailed system configuration check

report, click the link.

Select Default Instance. If an instance of SQL Server is not installed, the installation

creates a default instance. If an instance of SQL Server is installed, select Named

Instance and assign a name.

Review the disk usage summary.

Click Use the same account for all SQL Server services.

n

If you will not install SSRS on the combined VCMCollector and Web Server machine, enter the NT AUTHORITY\SYSTEM account and password.

n

If you will install SSRS on the combined VCMCollector and Web Server, use the Network Service account instead of NT AUTHORITY\SYSTEM.

It is possible to use a domain account for SQL Server services. A domain account

might be required for split installations, because the SQL Server Agent might need

access to the Collector for some activities. If you use a domain account, you should

use a local administrator on the SQL Server machine to access DBServices,

otherwise you must grant manual permissions.

Database Engine Configuration

Error

Select Mixed Mode (SQL Server authentication and Windows authentication),

enter and confirm the password, and click Add Current User to add the account to

the SQL Server administrators.

Review the summary information. Reporting

Installation Configuration

Verify that the rules passed. To view the detailed system configuration check

report, click the link. Rules

Ready to Install

Review the summary of features and click Install to install SQL Server Reporting

Services. When the installation is finished, click the link to view the log file.

Configure SSRS

Configure SSRS manually in your installation configuration, because the SSRS command-line configuration tool does not perform these steps.

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SSRS might require HTTPS during installation. If HTTPSis required, you manually export a self-signed certificate and import it to the VCMCollector machine’s root certificate store. If you do not manually export the certificate, a manual import of a VCM report might fail. If the manual import fails, run the import from the VCM Collector machine. For more information, see the Microsoft IIS Resource Kit Tools.

Prerequisites

n

Back up your SSRS key. See "Back Up Your SSRS Key" on page 77.

Procedure

1. On your combined VCMCollector and Web server, start SQLServer 2008 R2 Reporting Services Configuration Manager.

a. Click Start, select Run, and type rsconfigtool.exe.

b. In the Reporting Services Configuration Connection dialog box, click Connect to connect and log in

to SQL Server Reporting Services.

2. Update the SQL Server database.

a. In the navigation pane, click Database and click Change Database.

b. In the Report Server Database Configuration pane, verify that Action is selected.

c. On the Change Database page, select Create a new report server database and click Next.

d. Change the server name of your database server to the database machine and database instance

where SSRS will connect.

e. Verify that the authentication type is set to Current User – Integrated Security and click Test

Connection.

f. When the test message is successful, close the Test Connection dialog box and click Next.

g. On the Database pane, enter a name for the Database.

h. Set the Report Server Mode to Native Mode and click Next.

i. In the Credentials pane, change the Authentication Type to Windows Credentials, specify an

account, and click Next.

Specify an account that has permission to connect from the combined VCMCollector and Web server to the database server, and specify the password for the account.

j. In the Summary pane, review the selections and click Next.

k. In the Progress and Finish pane, resolve any errors, and click Finish.

3. Update the encryption keys.

a. In the navigation pane, click Encryption Keys.

b. In the Delete Encrypted Content area, click Delete and accept the prompt to delete all encrypted

data.

c. In the Change area, click Change to replace the encryption key, and click OK.

4. Configure the Web Service URL.

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a. In the navigation pane, click Web Service URL.

b. Verify or configure the settings and click Apply to activate the Report Server Web Service URL.

Option Action

Virtual Directory Set to ReportServer.

IP Address Set to All Assigned (Recommended).

TCP Port Set to 80 if you are not using HTTPS.

SSLCertificate Not Selected

c. In the Results area, confirm that the virtual directory is created and that the URL is reserved.

5. Confirm the Report Manager URL.

a. In the navigation pane, click Report Manager URL and click Apply to activate the Report Manager

URL.

b. Verify that the virtual directory was created and that the URL was reserved in the Results area.

c. Click the default URL and verify that it opens SQLServer Reporting Services.

6. Click Exit to close SQLServer 2008 R2 Reporting Services Configuration Manager.

What to do next

To authenticate users and client applications against the report server, configure Basic Authentication on the report server. See "Configure Basic Authentication on the Report Server for Multi-Tier Installations" on

page 81.

Configure Basic Authentication on the Report Server for Multi-Tier Installations

SQL Server Reporting Services (SSRS) provides several options to authenticate users and client applications against the report server. When you install VCM in a two-tier split installation and use Basic authentication, you must allow direct access to the Reports virtual directory.

Update the RSReportServer.config file so that VCM can authenticate users who use the VCM Web console, and users can launch SSRS reports. To configure Basic authentication on the report server, edit the XML elements and values in the RSReportServer.config file.

Procedure

1. On the Windows machine where you installed SSRS, locate the rsreportserver.config file.

The default location is C:\Program Files\Microsoft SQL

ServerReportingServicesInstance\Reporting

Services\ReportServer\rsreportserver.config.

2. Stop the SSRS service.

3. Open the rsreportserver.config file for editing.

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4. In the file, locate the <AuthenticationTypes> block.

The block resembles the following example.

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</AuthenticationTypes>

...

</Authentication>

5. Remove any existing parameters and add the <RSWindowsBasic/> parameter to the <AuthenticationTypes> XML element.

The modified block resembles the following block.

</AuthenticationTypes>

...

</Authentication>

6. Save the configuration file.

7. Start the SSRS service.

What to do next

To authenticate VCM reports with Kerberos, see "Configure Kerberos Authentication" below.

Configure Kerberos Authentication

The Kerberos network protocol uses secret-key cryptography to ensure security in your VCM applications. To authenticate VCM Reports, you must use Basic Authentication with HTTPS or Kerberos Authentication.

When you configure Kerberos Authentication in your two-tier split installation, configure it on the database server and the combined VCMCollector and Web server.

Prerequisites

n

Verify that your Windows Server 2008 R2 machine has Active Directory management tools installed. If the tools are not installed, install them. See Microsoft TechNet online. This configuration requires an Active Directory domain running at Windows Server 2003 or later domain functional level.

n

If SQL Server Reporting Services is running on a different Windows machine than the VCM Collector in a two-tier installation, verify that the Application Pool account is a local administrator.

Procedure

1. Log in to your Windows Server 2008 R2 machine as a user who has domain administrator privileges.

2. Start Active Directory Domain Services and select Active Directory Users and Computers.

3. Verify whether AD accounts exist in your domain for the SQLServer service and the VCM IIS Application Pool.

4. If the accounts do not exist, create them.

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Two-Tier Split I nstallation

a. Set the database account to be a local administrator on the database server.

b. Make the Application Pool account a local administrator on the VCM Collector in a two-tier

installation.

5. Select the Computers container and locate the Web system.

a. Open the properties for Web system.

b. Click the Delegation tab.

c. Select Trust this computer for delegation to any service.

6. Open IIS manager and set the identity of the CMAppPool application pool to the IISaccount.

7. In Reporting Services Configuration Manager, configure the SQL Server Reporting Services service to run as the IISApplication Pool account.

8. Change SQL Server to run as the SQLServerDomain account.

a. In Reporting Services Configuration Manager, click Encryption Keys and click Delete to delete

encrypted content.

b. In the navigation pane, click Service Account and enter the app_pool_account account for the

database connection.

9. Open a command prompt to set the service principal names directory property for the Active Directory service accounts.

a. Click Start, select All Programs > Accessories, right-click Command Prompt, and select Run as

administrator.

b. Type: Setspn -a MSSQLSvc/db_server_name domain\sql_server_account_name and press Enter.

c. Type: Setspn -a MSSQLSvc/db_server_name:1433 domain\sql_server_account_name and press

Enter.

d. Type: Setspn -a MSSQLSvc/db_server_fqdn domain\sql_server_account_name and press Enter.

e. Type: Setspn -a MSSQLSvc/db_server_fqdn:1433 domain\sql_server_account_name and press

Enter.

10. Verify whether SSRSis running on the SQLServer and if it is not running, locate and update the Report Server configuration file named rsreportserver.config.

a. Locate the AuthenticationTypes XML element.

b. Remove <RSWindowsNTLM/> and <RSWindowsBasic/>.

c. Add <RSWindowsNegotiate/> and <RSWindowsKerberos/>.

The default location for the configuration file is C:\Program Files\Microsoft SQL

ServerReportingServicesInstance\Reporting

Services\ReportServer\rsreportserver.config.

11. In SQL Server Management Studio, grant the Application Pool user access to the VCM and VCM_Unix databases, with membership in the VCM__SelectRole_General role in each database.

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12. (Optional) If you did not configure the SQL Server Reporting Services service to run as the IISApplication Pool account before installing VCM, start Internet Explorer as administrator and set the report settings.

a. Click Start, select All Programs, right-click Internet Explorer and select Run as administrator.

b. Connect to http://localhost/Reports/Pages/Folder.aspx.

c. Click ECM Reports and click the ECM data source to display the properties menu.

d. To use integrated authentication, type the following text into the Connection string text box and

click Apply.

Integrated Security=SSPI;Data Source=db_server_name;Initial

Catalog=VCM;LANGUAGE=us_english;

e. Click the back button to return to the ECM Reports view.

13. Select Folder Settings, select Security, select the new SSRS user or group, and click New Role Assignment.

14. Click Browser to allow the VCM SSRS user or group to view folders and reports and subscribe to reports, and click OK.

15. In Server Manager, set the authentication mode.

a. In the navigation pane, select Roles > Web Server (IIS) and click Add Role Services in the Role

Services area.

b. In the Select Role Services wizard, locate the Security (Installed) section, click Windows

Authentication, and follow the prompts to install the service.

c. In the navigation pane, select Roles > Web Server (IIS).

d. Under server_name, select Sites\Default Web Site\VCM, double-click Authentication, and

verify that Windows Authentication is the only option enabled.

e. Under server_name\Sites\Default Web Site, double-click Authentication, click Windows

Authentication, verify that Windows Authentication is enabled, and click Advanced Settings.

f. Verify that Kernel Mode Authentication is disabled and click OK.

16. In Windows Explorer, update the configuration files.

a. Open the configuration file at

Windows\System32\inetsrv\config\applicationhost.config and locate the <authentication> section.

b. Verify that Windows authentication is enabled, and if it is not enabled, enable it.

c. Save any changes and close the file.

17. Open a command prompt to set the property for the Active Directory service accounts for the service principal names directory.

a. Click Start and select All Programs > Accessories.

b. Right-click Command Prompt and select Run as administrator.

c. Type Setspn -a http/web_server_name domain\Application Pool Account Name and press Enter.

d. Type Setspn -a http/web_server_fqdn domain\Application Pool Account Name and press Enter.

18. Open the properties for the SQLServer and Application Pool accounts, click the Delegation tab, and select Trust this user for delegation to any service.

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Two-Tier Split I nstallation

What to do next

Configure the VCM Collector components of the combined VCM Collector and Web server before you install VCM. See "Configure the VCM Collector Components" on page 85.

Configure the VCM Collector Components

The combined VCM Collector and Web server contains the VCM software application, VCM services, and the OS Provisioning Server. To prepare the VCM Collector components of the combined VCM Collector and Web server for VCM installation, configure the required utilities.

In your two-tier split installation configuration, configure the Web server and VCM Collector components on the same machine.

NOTE This procedure is required only if you did not install the complete set of Management Tools and support components earlier.

Prerequisites

n

Perform the prerequisite tasks for your two-tier split installation configuration. See "Two-Tier Split

Installation" on page 61.

n

From the VCM Collector, verify that you can access the Microsoft Download Center, Microsoft SQL Server Feature Pack to download SQLXML 4.0 SP1 in the following procedure. See the online Microsoft Download Center.

n

Verify that you can access the Microsoft Download Center, Microsoft SQL Server Feature Pack to download and install the Native Client (sqlncli.msi) in the following procedure. See the online Microsoft Download Center. The SQL Command Line Tools in the SQLServer Feature Pack are required on the combined VCM Collector and Web server.

n

Install .NET Framework 3.5.1 on the Windows Server 2008 R2 machines where Package Studio will be installed.

Procedure

1. Download and install SQLXML 4.0 SP1, x64 Package.

2. Download and install SQL Server Command Line Utilities, which includes the SQLCMD utility, x64 Package (SqlCmdLnUtils.msi).

The SQL Command Line Tools in the SQLServer 2008 R2 Feature Pack are required on the combined VCM Collector and Web server.

3. Download and install the SQL Server Native Client, x64 Package (sqlncli.msi).

The Native Client from the SQL Server Feature Pack is required on the combined VCM Collector and Web server.

4. Reboot the combined VCM Collector and Web server.

What to do next

Review the DCOMand port requirements, and use VCM Installation Manager to install the VCM components. See "Installing VCM" on page 117.

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Three-Tier Split Installation

In a three-tier split installation, the VCM databases, the Web applications, and the VCM Collector components reside on three different Windows Server 2008 R2 machines.

CAUTION A three-tier installation configuration uses basic authentication with HTTPS by default. Be

aware of the risks to exposure of sensitive data if you use basic security without HTTPS. Optionally, you can use Kerberos Authentication.

VCM 5.7 supports 64-bit environments that include 64-bit hardware, the 64-bit Windows Server 2008 R2 operating system, and SQL Server 2008 R2 or 2012.

Figure 10–1. Three-Tier Split Installation

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VCM 5.7 supports running SSRS on the Web server or on the database server in a split installation. Depending on the separation of services in your environment, you might want to install SSRS on the Web server machine in a split installation, because SSRS has its own Web server.

The VMware Knowledge Base includes information about sizing your hardware environment for a threetier installation of VCM. See http://kb.vmware.com/kb/2033894.

For advanced information to install VCM in a three-tier environment, see the VCM Advanced Installation Guide.

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Configuring a Three-Tier Split Installation Environment

In a three-tier installation environment, you configure the database server first, configure the Web server next, then configure the VCM Collector. All machines are physical or virtual Windows machines.

Prerequisites

n

Perform the general system prerequisite tasks. See "System Prerequisites to Install VCM" on page 21.

n

Connect the database server machine, Web server machine, and VCM Collector machine to the domain.

n

Obtain the installation media for the Enterprise or Standard edition of SQL Server 2008 R2 or 2012, or verify access to a file share where the installer resides.

Procedure

1. "Verify that the Installing User is an Administrator" below

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account.

2. "Install and Configure a Windows Server 2008 R2 Operating System" on the facing page

Install the Windows Server 2008 R2 operating system on each Windows machine that serves as a tier in your configuration.

3. "Configure the VCM Database Server" on page 91

To ensure that the installation creates the VCM databases, you must configure the VCM database server before you install VCM. In a three-tier split installation configuration, the VCM database server resides on a dedicated machine. The databases include VCM, VCM_Coll, VCM_Raw, and VCM_UNIX.

4. "Configure the Web Server" on page 97

The Web server contains Web applications such as IIS and SQL Server Reporting Services (SSRS), other services, and VCM software components. Before you install VCM, you must configure the Web server.

5. "Configure the VCM Collector" on page 111

The VCM Collector contains the VCM software application, VCM services, and the OS Provisioning Server. To prepare the VCM Collector for VCM installation, configure the required utilities.

What to do next

Review the DCOMand port requirements, and use VCM Installation Manager to install the VCM components. See "Installing VCM" on page 117.

Verify that the Installing User is an Administrator

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account.

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Procedure

1. Verify that the user is an Administrator.

a. Click Start and select All Programs > Administrative Tools > Computer Management.

b. Expand System Tools, expand Local Users and Groups, and click Users.

c. Right-click the user and click Properties.

d. Click the Member Of tab and verify that Administrators is listed.

e. If Administrators is not listed, add the user to the Administrators group.

f. Click Check Names and click OK.

2. Verify that the user is a domain account.

a. Click Groups.

b. Right-click Administrators and click Properties.

c. Verify that the Domain User is listed in the Members area.

What to do next

Prepare your Windows machine for VCM installation. See "Install and Configure a Windows Server 2008

R2 Operating System" below.

Install and Configure a Windows Server 2008 R2 Operating System

Install the Windows Server 2008 R2 operating system on each Windows machine that serves as a tier in your configuration.

Prerequisites

n

Determine whether you require the Windows Server 2008 R2 Enterprise Edition or Standard Edition. See the VCM Installation Guide.

n

The user who installs the Windows Server 2008 R2 operating system must be an Administrator and a domain account. See "Verify that the Installing User is an Administrator" on page 88.

n

Decide on a valid DNS computer name with no underscores for use when the Windows installation prompts for a machine name. If you attempt to change the machine name after a machine is identified as a Collector, problems might occur with VCM, SQL Server, and SQL Server Reporting Services.

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Procedure

1. Install Microsoft Windows Server 2008 R2 on your Windows machine.

2. During the installation, you can configure several options.

Option Description

Regional and Language

Determines how numbers, dates, currencies, and time settings appear.

n

Language: Setting for your language. The default is English.

Options

n

Time and currency format: Determines how numbers, dates, currencies, and time settings appear. The default is English (United States).

n

Keyboard or input method: Allows text entry for multiple languages. The default is US.

Disk Configuration

Allows you to separate the machine disk drive into partitions to store data in different partitions. You can create new disk partitions and delete existing partitions. After you configure the disk, select a partition to install Windows Server 2008 R2 Edition.

Product Key When the installation prompts, enter your product key.

Licensing Modes

Administrator Password

Windows Server 2008 R2 Standard edition supports a single license that is included with the product key.

The installation setup creates an account called administrator. To log in, you must create a password that complies with the criteria. The password must have the following attributes.

n

Minimum of six characters

n

Does not contain “administrator” or “admin”

n

Contains uppercase letters

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Contains lower case letters

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Contains numbers

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Contains at least one non-alphanumeric character

3. Perform the initial configuration tasks to set the time zone and the computer name.

Disable the Remote Desktop Session Host

A Remote Desktop Session Host server hosts Windows-based programs for Remote Desktop Services clients.

If the Remote Desktop Session Host role service is enabled, you must disable it to avoid changes to settings for new connections, modifications of existing connections, or removal of connections.

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Procedure

1. Click Start and select All Programs > Administrative Tools > Server Manager.

2. In the navigation pane, expand Roles and click Remote Desktop Services.

3. In the Remote Desktop Services pane, scroll down to Role Services.

4. Click the Remote Desktop Session Host role service to highlight it.

5. Click Remove Role Services.

6. Deselect the Remote Desktop Session Host role service and follow the prompts to finish disabling the Remote Desktop Session host role.

Enable DCOM

The Distributed Component Object Model (DCOM) protocol allows application components to interact across Windows machines. DCOM must be enabled on the Windows machine to install and run VCM.

Although DCOMis enabled by default when Windows Server 2008 R2 is installed, DCOMmight have been disabled by a custom installation or a lock-down script.

Procedure

1. Click Start and select All Programs > Administrative Tools > Component Services to open Component Services.

2. In the Component Services navigation pane, expand Component Services and expand Computers.

3. Right-click the computer and click Properties.

4. Click the Default Properties tab.

5. Select Enable Distributed COM on this computer and click OK.

What to do next

Configure the database server. See "Configure the VCM Database Server" below.

Configure the VCM Database Server

To ensure that the installation creates the VCM databases, you must configure the VCM database server before you install VCM. In a three-tier split installation configuration, the VCM database server resides on a dedicated machine. The databases include VCM, VCM_Coll, VCM_Raw, and VCM_UNIX.

The SQL Server license includes SQL Server Reporting Services (SSRS). In your three-tier split installation configuration, when you run SSRS and SQL Server on the same machine, the SQL Server database machine can take on the role of the Report Server (SSRS).

VCM 5.7 supports running SSRS on the Web server or on the database server in a split installation. Depending on the separation of services in your environment, you might want to install SSRS on the Web server machine in a split installation, because SSRS has its own Web server.

If you install SSRS on the Web server, it requires an additional SQL Server license, because you are installing SSRS on a Windows Server 2008 R2 machine that is separate from the SQL Server database services. If you run SQL Server Enterprise Edition, all SQL Server services running in guests on a single virtual machine host are covered by the Enterprise Edition license.

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VCM operates with a Standard or Enterprise edition of SQL Server. You must install the 64-bit SQL Server 2008 R2 or 2012 version on your designated database server machine and verify that the settings are configured correctly for a VCM installation.

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If you plan to change the communication port that SQL Server uses from the default port of 1433 to a nonstandard port number, make the changes during the installation of SQL Server and SQL Server Reporting Services (SSRS). Changing the port after you install SSRS disables SSRS communication with SQL Server, which causes an SSRS validation error during the VCM installation process. If you change the port after installation, you must configure additional SSRS settings to repair the configuration.

Install SQL Server on the Database Server

In a three-tier split installation configuration, the VCM database server resides on a dedicated machine. The database server contains the VCM, VCM_Coll, VCM_Raw, and VCM_UNIX databases. You must configure the VCM database server before you install VCM in a three-tier split installation configuration.

NOTE Do not run VCM in a production environment when using only an evaluation version of SQL Server. Evaluation versions are not supported for production.

Prerequisites

n

Obtain the installation media for the Enterprise or Standard edition of SQL Server 2008 R2 or 2012, or verify access to a file share where the installer resides.

Procedure

1. Start the SQLServer installation.

2. Perform the following actions to install SQL Server.

Wizard Page Action

SQL Server

Click New installation or add features to an existing installation.

Installation Center

Setup Support Rules

Setup Support

Click Install and verify that all of the rules pass. To view the detailed system configuration check report, click the link.

Click Install to install the setup support files.

Files

Setup Support

Verify that all of the rules passed. Rules – for SQL Server Setup support files

Installation

Select New installation or add shared features. Type

Product Key Verify that the product key is entered.

License Terms Accept the license terms.

Setup Role Select SQL Server Feature Installation.

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Wizard Page Action

Three-Tier Split Installation

Feature Selection

Installation Rules

Instance Configuration

Disk Space Requirements

Server Configuration

Select the following features.

Instance Features:

n

Database Engine Services

Shared Features:

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Client Tools Connectivity

n

SQL Server Books online

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Management Tools - Basic and Management Tools - Complete

Verify that the rules passed. To view the detailed system configuration check

report, click the link.

Select Default Instance. If an instance of SQL Server is not installed, the installation

creates a default instance. If an instance of SQLServer is already installed, select

Named Instance and assign a name.

Review the disk usage summary.

Click Use the same account for all SQL Server services and enter the NT

AUTHORITY\SYSTEM account and password.

It is possible to use a domain account for SQL Server services. A domain account

might be required for split installations, because the SQL Server Agent might need

access to the Collector for some activities. If you use a domain account, you should

use a local administrator on the SQL Server machine to access DBServices.

Otherwise, you must grant manual permissions.

Database Engine

Select Windows authentication and click Add Current User to add the account to

the SQL Server administrators. Configuration

Error

Review the summary information. Reporting

Installation Configuration

Verify that the rules passed. To view the detailed system configuration check

report, click the link. Rules

Ready to Install

Review the summary of features and click Install to install SQL Server. When the

installation is finished, click the link to view the log file.

What to do next

n

Reboot the database server machine.

Verify and Configure the SQL Server Properties

To ensure that SQLServer will operate with VCM, verify the SQLServer property settings and set the server-wide SQL database settings in preparation to install VCM. For information about server-wide and database-specific SQL Server database settings, see the VCM Administration Guide.

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Procedure

1. Click Start and select All Programs > Microsoft SQL Server {version} > SQL Server Management Studio.

2. Right-click the SQL instance and select Properties.

3. Confirm the General page server property of Version as 10.50.1600.1 or some later build of version

10.50.

4. Select and confirm the Security page server properties.

a. Select Windows Authentication mode, which is recommended.

b. Although SQL Server and Windows Authentication mode is acceptable for VCM, select Windows

Authentication mode, which is recommended.

5. Select and confirm the Database Settings page server properties.

a. For Default index fill factor, type or select a percentage value, which specifies the amount of free

space in each index page when the page is rebuilt.

Set the fill factor to 80% to keep 20% free space available in each index page.

b. For Recovery interval (minutes), type or select 5.

6. Click OK to save your changes.

What to do next

n

Restart the database machine.

n

To ensure that SQLServer and VCMoperate correctly together, verify that the SQLServer name matches the Windows machine name. See "Verify Matching SQL Server and Computer Names" below.

Verify Matching SQL Server and Computer Names

To ensure that SQLServer and VCM operate correctly together, you must verify that the SQLServer name matches the Windows machine name. If you recently installed SQL Server, you do not need to verify that the names match. If you obtained a machine that was renamed after the operating system and SQL Server were installed, verify and reset the SQLServer server name.

Procedure

1. Click Start and select All Programs > Microsoft SQL Server {version} > SQL Server Management Studio.

2. Click Database Engine Query.

3. In the SQL Query pane, type SELECT @@Servername and click Execute.

4. Verify that the resulting SQL Server name matches the Windows machine name.

5. If the SQL Server name does not match the Windows machine name, reset the SQL Server name.

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a. In the SQL Query pane, type the following command and replace NewServerName with the server

name.

exec sp_dropserver @@SERVERNAME exec sp_addserver 'NewServerName', 'local'

b. Click Execute.

c. To restart the SQL Server services, click Start and select Programs > Microsoft SQL Server

{version} > Configuration Tools > SQL Server Configuration Manager > SQL Server {version} Services.

d. Right-click SQL Server and click Restart.

6. Reboot the database server machine.

What to do next

n

Reboot the database server machine.

n

Verify that the SQL Server Agent service account has the SQL Server sysadmin role. See "Verify the

SQLServer Agent Service Account is a sysadmin" below.

Verify the SQLServer Agent Service Account is a sysadmin

The SQL Server Agent service account that runs scheduled jobs in SQL Server must be a sysadmin.

Open SQLServer Management Studio and verify that the account you will use for the SQL Server Agent service account has the sysadmin privilege.

Procedure

1. Click Start and select All Programs.

2. Click Microsoft SQL Server {version} > SQL Server Management Studio.

3. Expand the server, expand Security, expand Server Roles.

4. Double-click sysadmin and view the members of the sysadmin role.

5. Verify that the account to use for the SQL Server Agent service is a member of the sysadmin fixed role.

6. If the account is not a member of the sysadmin fixed role, add this role to the account.

What to do next

Verify that the SQL Server Agent service is configured to start automatically. See "Verify that the

SQLServer Agent Service Starts Automatically" below.

Verify that the SQLServer Agent Service Starts Automatically

VCM uses the SQL Server Agent service to run all scheduled jobs and SSRS reports, including dashboards. Set the service to automatically start on the VCM server where SQL Server is installed.

Procedure

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1. On the VCM database server, click Start and select Administrative Tools > Services.

2. Right-click SQL Server Agent, and select Properties.

3. From the Startup type menu, select Automatic.

4. Click OK, and close the Services window.

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What to do next

Select the SQL Server Agent service account See "Select the SQLServer Agent Service Account" below.

Select the SQLServer Agent Service Account

SQL Server Agent is a service that runs scheduled jobs in SQLServer and runs as a specific user account. Verify that the SQL Server Agent service account that you provided during the SQL Server installation is a SQL Server sysadmin. The SQL Server Agent runs as a user account.

Prerequisites

n

Verify that the account you provide for the SQL Server Agent service has permission to log in as a service and the required additional permissions. See the online Microsoft Developer Network for more information.

n

Understand the supported service account types for non-clustered and clustered servers. VCM 5.7 supports Active/Active SQL clusters. See the online Microsoft Developer Network for more information.

n

Verify that the account you will use for the SQL Server Agent service account has the sysadmin privilege. See "Verify the SQLServer Agent Service Account is a sysadmin" on page 95.

Procedure

1. On the VCMdatabase server machine, click Start and select All Programs.

2. Click Microsoft SQL Server {version} > Configuration Tools > SQL Server Configuration Manager.

3. Click SQL Server Services.

4. Right-click SQL Server Agent (MSSQLSERVER) and click Properties.

5. On the Log On tab, select a log in option and provide the account information.

Option Description

Built-in account In a single-tier installation, you can select the Local System account,

which has unrestricted access to all system resources. In a split installation environment, do not select the built-in Local System account. This account is a member of the Windows Administrators group on the local machine.

This account In a split installation, the SQLServer Agent must be running as a user

account. Select a Windows domain account for the SQL Server Agent service account.

This option provides increased security. Select this option for jobs that require application resources across a network, to forward events to other Windows application logs, or to notify administrators through email or pagers.

6. Type or select an account name that has the sysadmin privilege.

7. Click OK.

What to do next

Establish SQLServer administration rights. See "Establish SQL Server Administration Rights" on the facing

page.

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Establish SQL Server Administration Rights

Members of the SQLServer sysadmin fixed server role can perform any activity in the server. The user who installs VCM must have SQL Server sysadmin rights.

Procedure

1. Click Start and select All Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio.

2. Expand the server instance, select Security and select Logins.

3. Right-click the login ID of the user who installs VCM and select Properties.

4. In the Select a page area, select Server Roles.

5. In the Server roles area, select the sysadmin check box.

6. Click OK to save the settings and close the window.

What to do next

Configure the dedicated Web server. See "Configure the Web Server" below.

Configure the Web Server

Three-Tier Split Installation

The Web server contains Web applications such as IIS and SQL Server Reporting Services (SSRS), other services, and VCM software components. Before you install VCM, you must configure the Web server.

The Windows machine that hosts the Web components must be running Internet Information Services (IIS) 7.5. IIS is installed when you install Windows Server 2008 R2.

The SQL Server license includes SQL Server Reporting Services (SSRS). In your three-tier split installation configuration, when you run SSRS and SQL Server on the same machine, the SQL Server database machine can take on the role of the Report Server (SSRS).

VCM 5.7 supports running SSRS on the Web server or on the database server in a split installation. Depending on the separation of services in your environment, you might want to install SSRS on the Web server machine in a split installation, because SSRS has its own Web server.

If you install SSRS on the Web server, it requires an additional SQL Server license, because you are installing SSRS on a Windows Server 2008 R2 machine that is separate from the SQL Server database services. If you run SQL Server Enterprise Edition, all SQL Server services running in guests on a single virtual machine host are covered by the Enterprise Edition license.

Prerequisites

n

Perform the prerequisite tasks for your three-tier split installation configuration. See "Three-Tier Split

Installation" on page 87.

n

Place the Web server in the Internet Explorer Trusted Zone so that Internet Explorer can delegate the VCM user's credentials to the Web service for use with SQL Server. See "Place the Web Server in the

Internet Explorer Trusted Zone" on page 101.

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n

If the domain firewall is turned on, verify that any required ports are open. If the database server is blocked from communicating with the Collector, problems can occur when you submit jobs. VCM displays an error about the SAS service, and the VCM Debug Event Log displays failures when calling ecm_sp_collector_control.

n

Verify that .NET Framework 3.5.1 is installed on Windows Server 2008 R2 machines where Package Studio will be installed.

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vCenter Configuration Manager Advanced Installation Guide

n

Verify that you have an Internet connection to check for patch bulletin updates.

n

On the Windows Server 2008 R2 Web server machine, verify that the following .NET Framework components are installed.

n

Windows Process Activation Service

n

Process Model

n

.NETEnvironment

n

Configuration APIs

Procedure

1. Restart the Web server machine.

2. Click Start and select All Programs > Administrative Tools > Server Manager.

3. Click Roles and verify that the Web Server (IIS) role appears.

4. If the Web Server (IIS) role does not appear, in the Roles Summary area, click Add Roles and add the Web Server (IIS) role.

5. On the Select Server Roles page, select Web Server (IIS) and select the Web Server components to add.

Option Action

Common HTTPFeatures Select these options:

n

Static Content

n

Default Document

n

Directory Browsing

n

HTTP Errors

Application Development Select these options:

n

ASP .NET

n

.Net Extensibility

n

ASP

n

ISAPI Extensions

n

ISAPI Filters

n

Server Side Includes

Health and Diagnostics Select these options:

n

HTTP Logging

n

Request Monitor

Security Select these options:

n

Basic Authentication

n

Request Filtering

Performance Select:

n

Static Content Compression

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Three-Tier Split Installation

Configuring IIS

To ensure that the Web components are correctly configured, verify that the correct role services are enabled, the bindings are set correctly, and the default Web site is correct.

Verify the IIS 7.5 Ro le Services are Enabled

Verify that the correct IIS 7.5 Role Services are enabled on the Web server.

Procedure

1. On the Collector, click Start and select All Programs > Administrative Tools > Server Manager.

2. Expand Roles and click Web Server (IIS).

3. If the Web Server (IIS) role does not appear in the list of Roles, scroll to Role Services, click Add Role Services and add the Web Server (IIS) Role.

When you installed IIS, the ASP Role Service, ASP.NET Role Service, and IIS ServerSideIncludes Role Service were installed.

4. In the Web Server (IIS) pane, scroll to Role Services and verify that the status is set to Installed for the following Role Services.

Role Service Cat egory Role Service

Common HTTP Features Static Content

Default Document

Directory Browsing

HTTPErrors

HTTPRedirection

Application Development ASP.NET

.NET Extensibility

ASP

ISAPIExtensions

ISAPI Filters

Server Side Includes

Health and Diagnostics Logging Tools

Request Monitor

Tracing

Security Basic Authentication

Windows Authentication

Digest Authentication

URL Authorization

Request Filtering

IP and Domain Restrictions

Performance Static Content Compression

Dynamic Content Compression

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vCenter Configuration Manager Advanced Installation Guide

Role Service Cat egory Role Service

Management Tools IISManagement Console

5. If any of the Role Services are not installed, click Add Role Services, select the check boxes of the services to install, and click Install.

Con figure the IIS 7.5 Setting s

IIS settings configure the information required for requests to communicate with a Web site. To support VCMinteraction with IIS, configure the settings for the IIS 7.5 bindings on the Web server to ensure that the settings are correct.

Procedure

1. Click Start and select All Programs > Administrative Tools > Internet Information Services (IIS) Manager.

2. Expand <server name>, expand Sites, and click Default Web Site.

3. In the Actions pane, under Edit Site, click Bindings.

4. Click Add to open the Site Bindings dialog box.

IIS Management Scripts and Tools

Management Service

a. In the Type menu, select http.

b. In the IPaddress menu, select All Unassigned.

c. In the Port text box, type 80.

5. In the Site Bindings dialog box, click Close.

6. In the Actions pane, under Manage Web Site and Browse Web Site, click Advanced Settings.

7. Expand Connection Limits and set Connection Time-out (seconds) to 3600.

8. Click OK.

Verify the IIS 7.5 Default Web Site

IIS 7.5 provides a default Web site that defines the default authentication settings for applications and virtual directories. Verify that the IIS 7.5 default Web site has the correct settings.

Procedure

1. Click Start and select All Programs > Administrative Tools > Internet Information Services (IIS) Manager.

2. Expand <server name>, expand Sites, and click Default Web Site.

3. In the Default Web Site Home pane, locate the IIS options.

4. Double-click Authentication and set the authentication.

Option Action

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Anonymous Authentication Set to Disabled.

ASP.NET Impersonation Set to Disabled.

Basic Authentication Set to Enabled.

Forms Authentication Set to Disabled.

VMware, Inc.

VMware vCenter Configuration Manager - 5.7 Installation Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

About This Book

VCM Collector and Agent OS Platform Support

Hardware Requirements for Collector Machines

Determine the Size of Your Environment

Identify Your Specific Hardware Requirements

Database Sizing for Managed vCenter Server Instances

Hardware and Disk Requirements By Number of Managed Machines

Software and Operating System Requirements for Collector Machines

Sizing Impact on Software Edition Requirements

Software Installation and Configuration Overview

Preparing for Installation

VCM Installation Configurations

System Prerequisites to Install VCM

Establish Local Administration Rights

Verify Browser Compatibility

Verify the Default Network Authority Account

Specify the Collector Services Account

Verify the VCM Agent is Not Installed

Verify the SQLXML Version

Configure Resources to Install VCM on a Virtual Machine

Configure the Disk to Install VCM on a Virtual Machine

Configure the CPU to Install VCM on a Virtual Machine

Configure the Memory to Install VCM on a Virtual Machine

Secure Communications Certificates

Authenticating the Server to the Client

Enterprise and Collector Certificates

Delivering Initial Certificates to Agents

Single-Tier Server Installation

Configure a Single-Tier Installation Environment

Verify that the Installing User is an Administrator

Install and Configure Windows Server 2008 R2

Disable the Remote Desktop Session Host

Enable DCOM

Install the .NET Framework

Verify the ASP.NET Client System Web Version

Configuring the Database Components of the VCM Collector

Verify and Configure the SQL Server Properties

Verify Matching SQL Server and Computer Names

Establish SQL Server Administration Rights

Configure the Web Components

Configuring IIS

Verify the ISAPI Extensions

Back Up Your SSRS Key

Disable IE Protected Mode for SSRS

Configure SSRS

Configure Basic Authentication on the Report Server

Configure Kerberos Authentication

Configure the VCM Collector Components

Two-Tier Split Installation

Configuring a Two-Tier Split Installation Environment

Verify that the Installing User is an Administrator

Install and Configure a Windows Server 2008 R2 Operating System

Disable the Remote Desktop Session Host

Enable DCOM

Configuring the VCM Database Server

Disable the Firewall or Add an Exception for SQL Server Port 1433

Install SQL Server on the Database Server

Verify and Configure the SQL Server Properties

Verify Matching SQL Server and Computer Names

Establish SQL Server Administration Rights

Configure the Combined VCM Collector and Web Server

Install the .NET Framework

Configure the Web Components

Installing and Configuring SSRS on the Combined VCM Collector and Web Server

Configure Kerberos Authentication

Configure the VCM Collector Components

Three-Tier Split Installation

Configuring a Three-Tier Split Installation Environment

Verify that the Installing User is an Administrator

Install and Configure a Windows Server 2008 R2 Operating System

Disable the Remote Desktop Session Host

Enable DCOM

Configure the VCM Database Server

Install SQL Server on the Database Server

Verify and Configure the SQL Server Properties