Installing Infrastructure Management consists of the following steps:
Downloading the appliance for your environment as a virtual machine image template.
Setting up a virtual machine based on the appliance.
Configuring the Infrastructure Management appliance.
After you have completed all the procedures in this guide, you will have a working environment on which additional customizations and configurations can be performed.
Uploading the Infrastructure Management appliance file onto VMware vSphere systems has the following requirements:
44 GB of space on the chosen vSphere datastore.
12 GB RAM.
4 VCPUs.
Administrator access to the vSphere Client.
Depending on your infrastructure, allow time for the upload.
Note:
These are the procedural steps as of the time of writing. For more information, consult the VMware documentation.
Use the following procedure to upload the Infrastructure Management appliance OVF template from your local file system using the vSphere Client.
In the vSphere Client, select menu:File[Deploy OVF Template]. The Deploy OVF Template wizard appears.
Specify the source location and click Next.
Select Deploy from File to browse your file system for the
OVF template, for example manageiq-vsphere-ivanchuk-4.ova.
Select Deploy from URL to specify a URL to an OVF template located on the internet.
View the OVF Template Details page and click Next.
Select the deployment configuration from the drop-down menu and click Next. The option selected typically controls the memory settings, number of CPUs and reservations, and application-level configuration parameters.
Select the host or cluster on which you want to deploy the OVF template and click Next.
Select the host on which you want to run the run the Infrastructure Management appliance, and click Next.
Navigate to, and select the resource pool where you want to run the Infrastructure Management appliance and click Next.
Select a datastore to store the deployed Infrastructure Management appliance, and click Next. Ensure to select a datastore large enough to accommodate the virtual machine and all of its virtual disk files.
Select the disk format to store the virtual machine virtual disks, and click Next.
Select Thin Provisioned if the storage is allocated on demand as data is written to the virtual disks.
Select Thick Provisioned if all storage is immediately allocated.
For each network specified in the OVF template, select a network by right-clicking the Destination Network column in your infrastructure to set up the network mapping and click Next.
The IP Allocation page does not require any configuration changes. Leave the default settings in the IP Allocation page and click Next.
Set the user-configurable properties and click Next. The properties to enter depend on the selected IP allocation scheme. For example, you are prompted for IP related information for the deployed virtual machines only in the case of a fixed IP allocation scheme.
Review your settings and click Finish.
The progress of the import task appears in the vSphere Client Status panel.
After installing Infrastructure Management and running it for the first time, you must perform some basic configuration. To configure Infrastructure Management, you must at a minimum:
Add a disk to the infrastructure hosting your appliance.
Configure the database.
Configure the Infrastructure Management appliance using the internal appliance console.
Start the appliance and open a terminal console.
Enter the appliance_console command. The Infrastructure Management appliance
summary screen displays.
Press Enter to manually configure settings.
Press the number for the item you want to change, and press Enter.
The options for your selection are displayed.
Follow the prompts to make the changes.
Press Enter to accept a setting where applicable.
Note:
The Infrastructure Management appliance console automatically logs out after five minutes of inactivity.
Infrastructure Management uses a database to store information about the environment. Before using Infrastructure Management, configure the database options for it; Infrastructure Management provides the following two options for database configuration:
Install an internal PostgreSQL database to the appliance
Configure the appliance to use an external PostgreSQL database
Start the appliance and open a terminal console.
Enter the appliance_console command. The Infrastructure Management appliance
summary screen displays.
Press Enter to manually configure settings.
Select Configure Application from the menu.
You are prompted to create or fetch an encryption key.
If this is the first Infrastructure Management appliance, choose Create key.
If this is not the first Infrastructure Management appliance, choose Fetch key from remote machine to fetch the key from the first appliance. For worker and multi-region setups, use this option to copy key from another appliance.
Note:
All Infrastructure Management appliances in a multi-region deployment must use the same key.
Choose Create Internal Database for the database location.
Choose a disk for the database. This can be either a disk you attached previously, or a partition on the current disk.
If there is an unpartitioned disk attached to the virtual machine, the dialog will show options similar to the following:
1) /dev/vdb: 20480
2) Don't partition the disk
Enter 1 to choose /dev/vdb for the database location. This
option creates a logical volume using this device and mounts the
volume to the appliance in a location appropriate for storing
the database. The default location is /var/lib/pgsql, which
can be found in the environment variable
$APPLIANCE_PG_MOUNT_POINT.
Enter 2 to continue without partitioning the disk. A second prompt will confirm this choice. Selecting this option results in using the root filesystem for the data directory (not advised in most cases).
Enter Y or N for Should this appliance run as a standalone database server?
Select Y to configure the appliance as a database-only appliance. As a result, the appliance is configured as a basic PostgreSQL server, without a user interface.
Select N to configure the appliance with the full administrative user interface.
When prompted, enter a unique number to create a new region.
Create and confirm a password for the database.
Infrastructure Management then configures the internal database. This takes a few minutes. After the database is created and initialized, you can log in to Infrastructure Management.
Based on your setup, you will choose to configure the appliance to use an external PostgreSQL database. For example, we can only have one database in a single region. However, a region can be segmented into multiple zones, such as database zone, user interface zone, and reporting zone, where each zone provides a specific function. The appliances in these zones must be configured to use an external database.
The postgresql.conf file used with Infrastructure Management databases requires
specific settings for correct operation. For example, it must correctly
reclaim table space, control session timeouts, and format the PostgreSQL
server log for improved system support. Due to these requirements, Red
Hat recommends that external Infrastructure Management databases use a
postgresql.conf file based on the standard file used by the
Infrastructure Management appliance.
Ensure you configure the settings in the postgresql.conf to suit your
system. For example, customize the shared_buffers setting according to
the amount of real storage available in the external system hosting the
PostgreSQL instance. In addition, depending on the aggregate number of
appliances expected to connect to the PostgreSQL instance, it may be
necessary to alter the max_connections setting.
Note:
Infrastructure Management requires PostgreSQL version 9.5.
Because the postgresql.conf file controls the operation of all
databases managed by a single instance of PostgreSQL, do not mix
Infrastructure Management databases with other types of databases in a single
PostgreSQL instance.
Start the appliance and open a terminal console.
Enter the appliance_console command. The Infrastructure Management appliance
summary screen displays.
Press Enter to manually configure settings.
Select Configure Application from the menu.
You are prompted to create or fetch a security key.
If this is the first Infrastructure Management appliance, choose Create key.
If this is not the first Infrastructure Management appliance, choose Fetch key from remote machine to fetch the key from the first appliance.
Note:
All Infrastructure Management appliances in a multi-region deployment must use the same key.
Choose Create Region in External Database for the database location.
Enter the database hostname or IP address when prompted.
Enter the database name or leave blank for the default
(vmdb_production).
Enter the database username or leave blank for the default (root).
Enter the chosen database user’s password.
Confirm the configuration if prompted.
Infrastructure Management will then configure the external database.
You can use multiple appliances to facilitate horizontal scaling, as well as for dividing up work by roles. Accordingly, configure an appliance to handle work for one or many roles, with workers within the appliance carrying out the duties for which they are configured. You can configure a worker appliance through the terminal. The following steps demonstrate how to join a worker appliance to an appliance that already has a region configured with a database.
Start the appliance and open a terminal console.
Enter the appliance_console command. The Infrastructure Management appliance
summary screen displays.
Press Enter to manually configure settings.
Select Configure Application from the menu.
You are prompted to create or fetch a security key. Since this is not the first Infrastructure Management appliance, choose 2) Fetch key from remote machine. For worker and multi-region setups, use this option to copy the security key from another appliance.
Note:
All Infrastructure Management appliances in a multi-region deployment must use the same key.
Choose Join Region in External Database for the database location.
Enter the database hostname or IP address when prompted.
Enter the port number or leave blank for the default (5432).
Enter the database name or leave blank for the default
(vmdb_production).
Enter the database username or leave blank for the default (root).
Enter the chosen database user’s password.
Confirm the configuration if prompted.
To install VMware VDDK:
Download the required VDDK version
(VMware-vix-disklib-[version].x86_64.tar.gz) from the VMware
website.
Note:
If you do not already have a login ID to VMware, then you will need to create one. At the time of this writing, the file can be found by navigating to menu:Downloads[vSphere]. Select the version from the drop-down list, then click the Drivers & Tools tab. Expand Automation Tools and SDKs, and click Go to Downloads next to the VMware vSphere Virtual Disk Development Kit version. Alternatively, find the file by searching for it using the Search on the VMware site.
See VMware documentation for information about their policy concerning backward and forward compatibility for VDDK.
Download and copy the VMware-vix-disklib-[version].x86_64.tar.gz
file to the /root directory of the appliance.
Start an SSH session into the appliance.
Extract and install the VMware-vix-disklib-[version].x86_64.tar.gz
file using the following commands:
# cd /root
# tar -xvf VMware-vix-disklib-[version].x86_64.tar.gz
# cp vmware-vix-disklib-distrib/ -rf /usr/lib/vmware-vix-disklib/
# ln -s /usr/lib/vmware-vix-disklib/lib64/libvixDiskLib.so /usr/lib/libvixDiskLib.so
# ln -s /usr/lib/vmware-vix-disklib/lib64/libvixDiskLib.so.6 /usr/lib/libvixDiskLib.so.6
# ln -s /usr/lib/vmware-vix-disklib/lib64/libvixDiskLib.so.6.7.0 /usr/lib/libvixDiskLib.so.6.7.0
Run ldconfig to instruct Infrastructure Management to find the newly
installed VDDK library.
Note:
Use the following command to verify the VDDK files are listed and accessible to the appliance:
# ldconfig -p | grep vix
Restart the Infrastructure Management appliance.
The VDDK is now installed on the Infrastructure Management appliance. This enables use of the SmartState Analysis server role on the appliance.
By default, the Infrastructure Management appliance uses the tuned
service and its virtual-guest profile to optimize performance. In most
cases, this profile provides the best performance for the appliance.
However on some VMware setups (for example, with a large vCenter database), the following additional tuning may further improve appliance performance:
When using the virtual-guest profile in tuned, edit the
vm.swappiness setting to 1 in the tuned.conf file from the
default of vm.swappiness = 30.
Use the noop scheduler instead. See the VMware
documentation for more
details on the best scheduler for your environment. See Setting the
Default I/O
Scheduler
in the Red Hat Enterprise Linux Performance Tuning Guide for
instructions on changing the default I/O scheduler.
Once Infrastructure Management is installed, you can log in and perform administration tasks.
Log in to Infrastructure Management for the first time after installing by:
Browse to the URL for the login screen. (https://xx.xx.xx.xx on the virtual machine instance)
Enter the default credentials (Username: admin | Password: smartvm) for the initial login.
Click Login.
Change your password to ensure more private and secure access to Infrastructure Management.
Browse to the URL for the login screen. (https://xx.xx.xx.xx on the virtual machine instance)
Click Update Password beneath the Username and Password text fields.
Enter your current Username and Password in the text fields.
Input a new password in the New Password field.
Repeat your new password in the Verify Password field.
Click Login.
Currently, the appliance_console_cli feature is a subset of the full functionality of the appliance_console itself, and covers functions most likely to be scripted by using the command-line interface (CLI).
After starting the Infrastructure Management appliance, log in with a user name of root and the default password of smartvm. This displays the Bash prompt for the root user.
Enter the appliance_console_cli or appliance_console_cli --help command to see a list of options available with the command, or simply enter appliance_console_cli --option <argument> directly to use a specific option.
| Option | Description |
| –region (-r) | region number (create a new region in the database - requires database credentials passed) |
| –internal (-i) | internal database (create a database on the current appliance) |
| –dbdisk | database disk device path (for configuring an internal database) |
| –hostname (-h) | database hostname |
| –port | database port (defaults to 5432) |
| –username (-U) | database username (defaults to root) |
| –password (-p) | database password |
| –dbname (-d) | database name (defaults to vmdb_production) |
| Option | Description |
| –key (-k) | create a new v2_key |
| –fetch-key (-K) | fetch the v2_key from the given host |
| –force-key (-f) | create or fetch the key even if one exists |
| –sshlogin | ssh username for fetching the v2_key (defaults to root) |
| –sshpassword | ssh password for fetching the v2_key |
| Option | Description |
| –host (-H) | set the appliance hostname to the given name |
| –ipaserver (-e) | IPA server FQDN |
| –ipaprincipal (-n) | IPA server principal (default: admin) |
| –ipapassword (-w) | IPA server password |
| –ipadomain (-o) | IPA server domain (optional). Will be based on the appliance domain name if not specified. |
| –iparealm (-l) | IPA server realm (optional). Will be based on the domain name of the ipaserver if not specified. |
| –uninstall-ipa (-u) | uninstall IPA client |
Note:
In order to configure authentication through an IPA server, in addition to using Configure External Authentication (httpd) in the appliance_console, external authentication can be optionally configured via the appliance_console_cli (command-line interface).
Specifying –host will update the hostname of the appliance. If this step was already performed via the appliance_console and the necessary updates that are made to /etc/hosts if DNS is not properly configured, the –host option can be omitted.
| Option | Description |
| –ca (-c) | CA name used for certmonger (default: ipa) |
| –postgres-client-cert (-g) | install certs for postgres client |
| –postgres-server-cert | install certs for postgres server |
| –http-cert | install certs for http server (to create certs/httpd* values for a unique key) |
| –extauth-opts (-x) | external authentication options |
Note: The certificate options augment the functionality of the certmonger tool and enable creating a certificate signing request (CSR), and specifying certmonger the directories to store the keys.
| Option | Description |
| –logdisk (-l) | log disk path |
| –tmpdisk | initialize the given device for temp storage (volume mounted at /var/www/miq_tmp) |
| –verbose (-v) | print more debugging info |
Example Usage.
$ ssh root@appliance.test.company.com
To create a new database locally on the server by using /dev/sdb:
# appliance_console_cli --internal --dbdisk /dev/sdb --region 0 --password smartvm
To copy the v2_key from a host some.example.com to local machine:
# appliance_console_cli --fetch-key some.example.com --sshlogin root --sshpassword smartvm
You could combine the two to join a region where db.example.com is the appliance hosting the database:
# appliance_console_cli --fetch-key db.example.com --sshlogin root --sshpassword smartvm --hostname db.example.com --password mydatabasepassword
To configure external authentication:
# appliance_console_cli --host appliance.test.company.com
--ipaserver ipaserver.test.company.com
--ipadomain test.company.com
--iparealm TEST.COMPANY.COM
--ipaprincipal admin
--ipapassword smartvm1
To uninstall external authentication:
# appliance_console_cli --uninstall-ipa