VMware vRealize Configuration Manager - 5.8 Installation Manual

VMware vRealize Configuration Manager
Advanced Installation Guide
vRealize Configuration Manager 5.8
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-001816-00
vRealize Configuration Manager Advanced Installation Guide
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Contents

About This Book 7
Achieving a Successful VCMInstallation 9
VCM Collector and Agent OS Platform Support 9
Hardware Requirements for Collector Machines 11
Determine the Size of Your Environment 11 Identify Your Specific Hardware Requirements 12
Database Sizing for Managed vCenter Server Instances 12 Hardware and Disk Requirements By Number of Managed Machines 13
Software and Operating System Requirements for Collector Machines 17
Sizing Impact on Software Edition Requirements 17 Software Installation and Configuration Overview 18
Preparing for Installation 19
VCM Installation Configurations 19
System Prerequisites to Install VCM 21
Establish Local Administration Rights 22 Verify Browser Compatibility 22 Verify the Default Network Authority Account 22 Specify the Collector Services Account 23 Verify the VCM Agent is Not Installed 24 Verify the SQLXML Version 25
Configure Resources to Install VCM on a Virtual Machine 27
Configure the Disk to Install VCM on a Virtual Machine 28 Configure the CPU to Install VCM on a Virtual Machine 28 Configure the Memory to Install VCM on a Virtual Machine 29
Secure Communications Certificates 31
Authenticating the Server to the Client 31
Enterprise and Collector Certificates 32 Delivering Initial Certificates to Agents 32
Single-Tier Server Installation 35
Configure a Single-Tier Installation Environment 36 Verify that the Installing User is an Administrator 37 Install and Configure Windows Server Operating System 38
Disable the Remote Desktop Session Host 39 Enable DCOM 40
Install the .NET Framework 40
Verify the ASP.NET Client System Web Version 41 Verify the ASPRole Service 41 Verify the ASP.NETRole Service 41
Configuring the Database Components of the VCM Collector 41
Install SQL Server on the VCMCollector 42
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Verify and Configure the SQL Server Properties 46 Verify Matching SQL Server and Computer Names 47 Verify the SQLServer Agent Service Account is a sysadmin 47 Verify that the SQLServer Agent Service Starts Automatically 48 Select the SQLServer Agent Service Account 48 Establish SQL Server Administration Rights 49
Configure the Web Components 49
Configuring IIS 51 Verify the ISAPI Extensions 53
Configure SSRS on the VCMCollector 54
Back Up Your SSRS Key 54 Disable IE Protected Mode for SSRS 54 Configure SSRS 54 Configure Basic Authentication on the Report Server 56 Configure Kerberos Authentication 57
Configure the VCM Collector Components 59
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 Windows Server 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 70 Verify Matching SQL Server and Computer Names 71 Verify the SQLServer Agent Service Account is a sysadmin 72 Verify that the SQLServer Agent Service Starts Automatically 72 Select the SQLServer Agent Service Account 72 Establish SQL Server Administration Rights 73
Configure the Combined VCM Collector and Web Server 74
Install the .NET Framework 74 Configure the Web Components 75 Installing and Configuring SSRS on the Combined VCM Collector and Web Server 79 Configure Kerberos Authentication 86 Configure the VCM Collector Components 88
Three-Tier Split Installation 91
Configuring a Three-Tier Split Installation Environment 92 Verify that the Installing User is an Administrator 92 Install and Configure Windows Server Operating System 93
Disable the Remote Desktop Session Host 94 Enable DCOM 95
Configure the VCM Database Server 95
Install SQL Server on the Database Server 96 Verify and Configure the SQL Server Properties 100 Verify Matching SQL Server and Computer Names 100 Verify the SQLServer Agent Service Account is a sysadmin 101 Verify that the SQLServer Agent Service Starts Automatically 101 Select the SQLServer Agent Service Account 102 Establish SQL Server Administration Rights 103
Configure the Web Server 103
Configuring IIS 105 Verify the ISAPI Extensions 107 Place the Web Server in the Internet Explorer Trusted Zone 107
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Contents
Access to Patch Download Folder for Windows Patch Deployment 107 Installing and Configuring SSRS on the Web Server 109 Configure Kerberos Authentication 116 Modify the SQLCMD Path Variable 119
Configure the VCM Collector 119
Install the .NET Framework 120 Using VCM Remote 121
Installing VCM 125
Single-Tier Configuration 125 Two-Tier Split Configuration 125 Three-Tier Split Configuration 125 DCOM and Port Requirements for VCM 126 Install VCM using Advanced Installation 126 File System Permissions 127 Change Permissions On Machine Certificate Keys 128 Verify VCM Remote Virtual Directory Permissions 129
Configuring SQL Server for VCM 131
About VCM Databases 131 SQL Server Database Settings 131 SQL Server Processor Settings 132
Configure SQL Server Processor Settings 132
SQL Server I/O Configuration 133
Using the RAID Levels with SQLServer 134 Disk Interface and Disk Drive Performance 134 Use SQLIO to Determine I/O Channel Throughput 135
Upgrading or Migrating VCM 137
Upgrading VCM and Components 137
Upgrade VCM 138 Upgrade a Two-Tier Split VCM Configuration 139 Upgrade a Three-Tier Split VCM Configuration 140 Upgrade Existing Windows Agents 141 Upgrade Existing VCM Remote Clients 142 Red Hat Server and Workstation Licensing 143 Upgrade Existing UNIX Agents 143
Upgrading Virtual Environments Collections 146
Upgrade the Managing Agent 146 Upgrading the vSphere Client VCM Plug-In 146 Upgrading Agent Proxy Machines 147
Migrating VCM 149
Prerequisites to Migrate VCM 150 Migrate Only Your Database 152 Replace Your Existing 32-Bit Environment with a Supported 64-bit Environment 153 Migrate a 32-bit Environment Running VCM 5.3 or Earlier to VCM 5.8 154 Migrate a 64-bit Environment Running VCM 5.3 or Earlier toVCM 5.8 155 Migrate a Split Installation of VCM 5.3 or Earlier to a Single-Tier, Two-Tier, or Three-Tier Server Installation 157 How to Recover Your Collector Machine if the Migration is not Successful 159
Maintaining VCM After Installation 161
Customize VCM and Component-Specific Settings 161 Configure Database File Growth 163 Database Recovery Models 163 Configure Database Recovery Settings 164 Create a Maintenance Plan for SQL Server 164
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Incorporate the VCM Database into Your Backup and Disaster Recovery Plans 166
Hardware and Operating System Requirements for VCM Managed Machines 167
VCM Agent Support on Non-English Windows Platforms 167 VCM Managed Machine Requirements 167 Linux, UNIX, and Mac OS Agent Files 170 Windows Custom Information Supports PowerShell 2.0 171 Linux and UNIX Patch Assessment and Deployment Requirements 171 Support for VMware Cloud Infrastructure 172
Cloud and Virtualization Infrastructure Platforms 172 Managing Agent Requirements 172
Agent Proxy Requirements for VMware ESX and ESXi 172 vRealize Operations Manager Integration Features 173 FIPS Requirements 173
FIPS for Windows 174
FIPS for VCM Agent Proxies 175 Agent Sizing Information 175
Windows Machines 176
Linux and UNIX Machines 177
Mac OS X Machines 178
Index 179
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About This Book

The VCM Advanced Installation Guide describes the steps to install vRealize 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:
n Hardware requirements for VCM Collector machines
n Software and operating system requirements for VCM Collector machines
n System prerequisites to install VCM
n Secure Communication Certificates
n Single-tier, two-tier, and three-tier installation configurations
n Configuring SQLServer for VCM
n Hardware requirements for VCM managed machines
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, 2012, and 2014 versions.
The VCM Advanced Installation Guide applies to VCM 5.8, Foundation Checker 5.8, 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.
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.
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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
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.
Support Offerings To find out how VMware support offerings can help meet your business
needs, go to http://www.vmware.com/support/services.
VMware Professional 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 vRealize 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 vRealize 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.
n How many vCenter Server, UNIX, Linux, and Windows servers and workstations will you license?
n How often will you collect data?
n How much data will you collect?
n How long will you retain the collected data and change data?
n What additional VCM components will you use? For available VCM components, see the Download
VMware vRealize Configuration Manager Web site.
n Do you understand the VCM security requirements? See the VCM Security Guide.
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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.
On the VCM Collector, OS vendor hardening recommendations are tested, and the resulting configuration is supported. Custom lock downs and hardening beyond the OS vendor recommendations described in the VCM Security Guide are not tested or supported.
Custom configurations might reduce or block the performance or functionality of VCM components. Customizations include changes by non-OS vendors, third parties, endpoint security products, site policies, custom lock downs, or restricted access to or from systems.
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Troubleshooting and support of VCM components in custom reconfigured or locked down environments is not included under the standard product maintenance agreement, but support for such environments is available through an additional Professional Services engagement.
For details about VCM Collector machines, see "Hardware Requirements for Collector Machines" on
page11 and "Software and Operating System Requirements for Collector Machines" on page17.
For details about VCM managed machines, see "Hardware and Operating System Requirements for VCM
Managed Machines" on page167.
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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.
n Number of machines from which you collect data
n Type of data collected and filters used
n Frequency of collections
n 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 Anticipated Number of 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 the Next 12–24 Month s
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 Anticipated Number of Managed
Machin es in the Next 12–24 Month s
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 C ollector 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 ang e Data Reten tio n 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.
n Daily VCM collections using the default filter set with additional Microsoft AD security descriptors
collected using VCM for AD.
n 15 days retention of change data.
n Simple recovery mode only.
n Daily VCM Patching collections.
n 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 Tier 2-Tier
Datab ase
2-Tier Web/Co llector
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
Dual Xeon or single Dual Core 2GHz
Dual Xeon or single Dual Core 2GHz
Single processor 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 Tier 2-Tier
Processor Quad Xeon
or two Dual Core 2GHz
Datab ase
Quad Xeon or two Dual Core 2GHz
2-Tier Web/Co llector
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 Tier 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 llector
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 C ollector Machines
Table 2–7. Minimum Disk Configuration Requirements by Number of Managed Machines
Number of VCM Managed 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 5.8. 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, Enterprise, and Datacenter editions of SQL Server 2008 R2, 2012, or 2014 versions.
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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 nen t
Operating System
SQL Version
SSRS Version
Number of Managed Machines
1–1000 1001–2000 2001–5000
Windows Server 2008 R2, Windows Server 2012, or Windows Server 2012 R2
SQL Server 2008 R2, 2012, or 2014, Standard, Enterprise, or Datacenter Edition (64-bit)
SQL Server 2008 R2, 2012, or 2014 Reporting Services
Windows Server 2008 R2, Windows Server 2012, or Windows Server 2012 R2
SQL Server 2008 R2, 2012, or 2014, Standard, Enterprise, or Datacenter Edition (64-bit)
SQL Server 2008 R2, 2012, or 2014 Reporting Services
Windows Server 2008 R2, Windows Server 2012, or Windows Server 2012 R2
SQL Server 2008 R2, 2012, or 2014, Standard, Enterprise, or Datacenter Edition (64-bit)
SQL Server 2008 R2, 2012, or 2014 Reporting Services
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Software Installation and Configuration Overview

VCM supports the Collector running on a Windows Server 2008 R2, Windows Server 2012, or Windows Server 2012 R2 operating system. Complete the preparatory steps to prepare your Windows Server 2008 R2, 2012, or 2012 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137.
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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.
n 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, 2012, or 2012 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.
n Two-Tier Split Installation
In a two-tier split installation, the VCM database resides on a Windows Server 2008 R2, 2012, or 2012 R2 database server machine, and the VCM Collector and Web components reside together on a separate Windows Server 2008 R2, 2012, or 2012 R2 machine.
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n 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, 2012, or 2012 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.
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n Verify that your environment meets the security requirements. See the VCM Security Guide.
n "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.
n "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.
n "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.
n "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.
n "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.
n "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.
n System administrator on the machines on which the installation or upgrade is performed.
n System administrator on the database instance to be used.
n 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.
n Internet Explorer version 8 and 9.
n Internet Explorer version 10 and 11 in compatibility mode.
n Mozilla Firefox version 34 or later with the Internet Explorer IE Tab add-on. This add-on requires
supported Internet Explorer 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 to 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91.
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