Connecting a cluster to Data Management

Before you begin

Before you can log in to the cluster for the first time, you must define and create the cluster in IBM® Storage Defender® Data Protect.

To complete this procedure, you must use the login credentials for the cluster management account, which are the credentials that were originally used to register with IBM Storage Defender.

About this task

Connecting a cluster to Data Management is also referred to as a claim. A claim is the process of defining a cluster to Data Management.

Procedure

This task takes about five minutes to complete.

Important: When you create a new Data Protect cluster, you will not be able to view and manage the cluster in IBM Storage Defender Data Management Service until you complete the steps in this procedure.

After you initiate the Data Protect cluster creation process, wait until the cluster login page is available. Click the URL that is displayed on the Cluster Setup Status page, but do not log in.
To associate the cluster with Data Management, you must run the claim_to_ibm script by completing these steps:
1. Download the claim_to_ibm.tar script from IBM Documentation by right-clicking claim_to_ibm.tar and saving it to the Downloads directory on your local system.
  
  Note: The claim_to_ibm.sh script runs on Linux, Mac OS X, and Windows Subsystem for Linux®. This script uses cURL, which is an open source REST command-line tool that can be downloaded from the internet at no cost.
2. Install cURL. To check whether cURL is already installed, issue the command curl -v from the terminal. If a version number is returned, cURL is already installed.
3. Extract the claim_to_ibm.tar file that you downloaded in step 2.a by issuing the following command from the terminal:
```
tar xvf claim_to_ibm.tar
```
4. Run the claim_to_ibm.sh script by issuing the following command from the terminal:
```
./claim_to_ibm.sh -s=cluster_ip_address
```
  Where cluster_ip_address is the IP address for the cluster.
  Example:
  
  ./claim_to_ibm.sh -s=mycluster.mycompany.com
5. When the script finishes running, a cluster URL is displayed.
From a web browser, open the cluster URL. Refresh the page and sign in by using the default credentials:
- Username: admin
- Password: admin
If you previously logged in to the cluster URL and you already changed the default password, enter your credentials and skip to step 9.
If this is your first time signing in, review and accept the End User License Agreement.
From the Cluster Management page, select Manage in Helios SaaS and click Connect to Helios SaaS.
From the License page, select Full Access Permissions, and click Continue.
From the Cohesity Support Portal page, click MyCohesity Login. Specify the login credentials for the cluster management account.

Important: To log in and associate a cluster with Data Management, you must specify the cluster management account credentials that were originally used to register with IBM Storage Defender. You cannot connect a cluster to Data Management by using any other credentials.
You are prompted to change the default password.
The Summary page for the Data Protect cluster is displayed.
To verify that the cluster was successfully connected, log in to Data Management and click Settings > Clusters. The Cluster Management page is displayed.

If the cluster connection was successful, the Connection column displays a Connected status for the cluster.
Repeat this procedure on each cluster that you want connected to Data Management.