1.0 Installation Checklist

To ensure that you successfully install and configure Cloud Manager, you should follow the installation checklist provided below. Each task provides brief information and a reference to where you can find more complete details.

Status

Installation and Configuration Task

For information

  1. Review Cloud Manager concepts and terminology.

    Cloud Manager includes functionality and components you need to understand to successfully install, configure, maintain, and use the product. Cloud Manager also interacts with other products such as hypervisors and directory services.

If you are not already familiar with Cloud Manager concepts and its interaction with these other products, see the Cloud Manager Product Overview.

  1. Virtualize your physical datacenter.

    If you have not already applied the virtualization infrastructure to your physical datacenter, you need to do so.

See Section 2.8, Requirements and Cloud Manager Support for the Virtual Environment.

  1. Review the supported Cloud Manager environments and software installation requirements.

See Section 2.0, Cloud Manager System Requirements and Section 2.8, Requirements and Cloud Manager Support for the Virtual Environment.

  1. Prepare for Orchestration components installation.

    Some security certificate and licensing tasks must take place before you begin installing Orchestration components.

See Section 4.0, Preinstallation Tasks.

  1. Install the Cloud Manager Orchestration Server, the Orchestration Console, and the Orchestration Agent.

    The Cloud Manager Orchestration Server communicates with its Orchestration Agents. These agents establish communication with your virtualization infrastructure (hypervisor technology). With this link in place, the Cloud Manager Orchestration Server utilizes specialized provisioning adapter jobs to automate the provisioning, management, and deprovisioning of virtual machines. There are some alternative methods you can use for installing these components.

See Section 5.0, Installing Cloud Manager Orchestration Components.

  1. Configure the Cloud Manager Orchestration components.

    The Orchestration components and Application components are typically installed on different servers. You should configure the Orchestration components before you proceed with the Application installation:

    • Configuring the Orchestration Server

    • Configuring the Orchestration Agent

    • Creating a resource account in the Orchestration Console

    • Getting provisioning adapters running for VM discovery

    • Configuring the Orchestration web service to connect to the Cloud Manager Application Server

See the following:

See the following for advanced functionality available in the Orchestration components:

  1. Prepare for Cloud Manager installation.

    Before you install and configure Cloud Manager Application components, you need to prepare a remote database for storing Cloud Manager data.

    You must also prepare your authentication source to support Cloud Manager authentication. Cloud Manager supports the following authentication methods:

    • NetIQ eDirectory (LDAP)

    • Microsoft Active Directory (LDAP)

    • NetIQ Access Manager

See Section 14.1, Configuring the PostgreSQL Database Connection and Credentials.

See Section 14.3, Configuring Cloud Manager to Use Authentication Sources.

  1. Install the Cloud Manager Application Server and its console.

    The Cloud Manager Application Server provides the interface through which users request virtual resources. Requests are communicated to the Orchestration Server, which performs the required virtualization operations in conjunction with your hypervisor technology.

See Section 6.0, Installing Cloud Manager Application Server Components.

  1. Configure the Cloud Manager system.

    After installation, you must complete several configuration tasks before Cloud Manager can be used, including

    • Configuring the Cloud Manager Application Server authentication source connections

    • Configuring the Cloud Manager Application Server database connection

See Section 14.0, Using the Cloud Manager Application Server Configuration Tool.

After you have completed the installation and configuration of both the Orchestration components and the Cloud Manager system, you are ready to start populating your Cloud Manager Application Server and Application Console with the components that enable users to provision their own business services. Continue with Setting Up the Cloud Environment in the Cloud Manager Procedures Guide.