Chapter 1. New and Changed Information

New and Changed Information for this Release

Chapter 2. Overview of the Self-Service Portal

Cisco UCS Director Self-Service Portal

Logging into the Self-Service Portal

Creating a User Group

Adding Users

Examining the Interface

Chapter 3. Using Self-Service Provisioning

Service Requests

Service Request Workflows

Creating A Service Request for a Standard Catalog

Creating a Service Request for an Advanced Catalog

Creating a Service Request for Service Container Catalogs

Viewing the Service Request Status

Creating a Deferred Provisioning Service Request

Using Service Request VM Provisioning

Adding VMs to an Existing Application Container

Chapter 4. Managing Service Requests

Managing Service Requests

Resubmitting A Service Request

Cancelling a Service Request

Viewing the Service Request History for a Group

Searching the Service Request History for a Group

Exporting Group Service Requests History

Service Request Approvals

Approving Service Requests

Viewing Service Request Approvals History

Searching the Service Request Approval History

Exporting Service Request Approvals History

Chapter 5. Performing VM Lifecycle Management

About VM Lifecycle Management Actions

Viewing All VMs

Managing VM Power

Resizing VMs

Creating a VM Disk

Resizing a VM Disk

Deleting A VM Disk

Adding vNICs

Replacing vNICs

Deleting vNICs

Viewing VM Details

Launching VM Client

Requesting Inventory Collection for VM

Chapter 6. Managing VM Snapshots

Managing VM Snapshots

Viewing VM Snapshots

Creating Snapshots

Reverting Snapshots

Marking a Snapshot as Golden

Deleting Snapshots

Deleting All Snapshots

Chapter 7. Viewing End User Reports

Viewing End User Reports

Viewing VM Summary Details

Viewing Virtual Resource Details

Viewing vDC Details

Chapter 8. Viewing Physical Reports

Viewing Reports about Physical Resources

Chapter 9. Viewing Accounting Resources

Viewing Resource Accounting Details

Viewing Chargebacks

Chapter 10. Viewing the End User Dashboard

Enabling the End User Dashboard View

Adding Reporting Widgets

Chapter 11. Working with Services Upload Files

Uploading OVF Files

Deploying OVF Files

Deleting OVF Files

Chapter 12. Working with Catalogs

About Managing Catalogs

Catalog Organization

About Publishing Advanced Catalogs

Creating a Catalog

Editing a Catalog

Preface

Audience

Conventions

Related Documentation

Documentation Feedback

Obtaining Documentation and Submitting a Service Request

Copyright Page

Chapter 1. New and Changed Information

This chapter contains the following sections:

- New and Changed Information for this Release

New and Changed Information for this Release

The following table provides an overview of the significant changes to this guide for this current release. The table does not provide an exhaustive list of all changes made to this guide or of all new features in this release.

New Features and Changed Behavior in Cisco UCS Director, Release 5.5

Feature

Description

Where Documented

Changes to creating a service request for standard catalogs

Following are the changes introduced in this release:

- Create Service Request permission—which must be enabled for an end user to create a Standard Catalog from the Services menu option.

- Perform Deployment Assessment—which performs an assessment of the budget, resource limits and resource availability

- Scheduling provisioning—which allows you to provision a VM immediately or later based on the settings configured by the administrator

- Configuring a lease time—which allows you to configure a lease time for a VM based on the settings configured by the administrator.

Creating A Service Request for a Standard Catalog

Changes to Cancelling a Service Request

You can cancel service requests that you have created.

Cancelling a Service Request

Chapter 2. Overview of the Self-Service Portal

This chapter contains the following sections:

- Cisco UCS Director Self-Service Portal

- Logging into the Self-Service Portal

- Examining the Interface

Cisco UCS Director Self-Service Portal

Cisco UCS Director Self-Service Portal is designed to provide infrastructure services to your internal users or external customers. You and your end-users can use Self-Service Portal for self-service provisioning, monitoring, and management capabilities. With Self-Service Portal, your end-users can provision virtual machines and applications from a pool of assigned resources by using predefined policies and workflow service requests.

Logging into the Self-Service Portal

In order to create a new user to access the portal you need to create a group to which the new user is added. Once the new user is added, that person logs in using the new user login and password through the standard Cisco UCS Director login screen.

- Creating a User Group

- Adding Users

Creating a User Group

Procedure

Step 1

On the menu bar, choose Administration > Users and Groups.

Step 2

Click the User Groups tab.

Step 3

Click Add.

Step 4

In the Add Group dialog box, complete the following fields:

Field Name

Description

Name field

The name of the group or the customer organization.

You can include special characters such as ( ). & - _ `~ $% ^ {}! '@

Description field

The description of the group or the customer organization, if required.

Code field

A shorter name or code name for the group. This name is used in VM and hostname templates.

Cost Center field

(Optional) The cost center name or number if required. This name or number represents a cost center that a group is associated with. This name can be used in a VMware System policy for the VM naming convention.

Contact Email field

The email used to notify the group owner about the status of service requests and request approvals if necessary.

First Name field

The contact’s first name.

Last Name field

The contact’s last name.

Phone field

The contact’s phone number.

Address field

The contact’s address.

Group Share Policy drop-down list

Choose the group share policy for the users in this group.

This drop-down list is populated only when you have created group share policies.

Allow Resource Assignment To Users check box

If checked, the users of this group can have resources assigned to them and can own these resources. Also, these users can view resources belonging to the group. However, the resources among these users cannot be shared.

Step 5

Click Add.

What to Do Next

Repeat this procedure if you want to add more groups. For each group that you add, you can edit resource limits, manage tags, and customize the logo and application labels.

Adding Users

Before You Begin

Ensure that you have created a group before you add a user to it.

Procedure

Step 1

On the menu bar, choose Administration > Users and Groups.

Step 2

Click the Users tab.

Step 3

Click Add (+).

Step 4

In the Add User dialog box, complete the following fields:

Field Name

Description

User Role drop-down list

Choose the role type for the user.

Group Name drop-down list

Select the group that the user will have access to. You can either select a group already available, or you can add a new group.

Note:
This field is visible only when you select Service End-User or Group Admin as the user role.

MSP Organization drop-down list

Select the MSP organization that the user will manage.

You can either select an organization that is currently available, or you can add a new organization.

Note:
This field is visible only when you select MSP Admin as the user role.

Login Name field

The login name.

You can include special characters such as ( ). & - _ `~ $% ^ {}! ' @

Password field

The password.

Note:
If Lightweight Directory Access Protocol (LDAP) authentication is configured for the user, the password is validated only at the LDAP server, and not at the local server.

Confirm Password field

The password is entered again for confirmation.

User Contact Email field

The email address.

Note:
The email address is required to notify the group owner about the service request status and to request approval.

First Name field

The first name.

Last Name field

The last name.

Phone field

The phone number of the user.

Address field

The office address of the user.

Set user disable date check box

Check this check box to set the date and time when the user account must be disabled in the system. Disabling a user account means that the user can no longer log in into the system.

A week prior to this date, an email message stating that the account will be disabled is sent to the user. This automatic email message is generated and sent by the PeriodicNotificationToUserTask system task.

On the specified date and time, the user account is disabled automatically. If the user is logged in to the system on the date specified, then the login session is terminated automatically.

Locale drop-down list

Choose a language for the system specifically for this user. By default, the language is set to English.

When this user logs in, the user interface is displayed in the language you selected. This locale selection applies only to this user.

Step 5

Click Add.

What to Do Next

After choosing a user from the main window and then clicking Manage Profiles, you can optionally assign multiple roles for that user.

Examining the Interface

The Self-Service Portal graphical user interface (GUI) is composed of several buttons which lead you to specific Cisco UCS Director functions. The Cisco UCS Director Self-Service Portal GUI displays a subset of Cisco UCS Director information. For additional information refer to the Cisco UCS Director Administration Guide.

Button

Description

Catalog

Displays information on available catalogs.

Services

Displays available service requests. From this tab you can also create service requests, upload files. The ability to make and update payments and examine current funds is possible from this button.

- Service Requests

- Upload Files

- Payment Information

Approvals

Displays the status of service request approvals as well as who initiated the approval, the catalog type and who authorized the approval.

Organization

Provides tabs which detail the following information:

- Summary of organizational resources

- Resource Limits

- OS Usage

- More Reports (additional reports focusing on trending data)

Virtual Resources

Provides tabs which detail the following information:

- Summary of virtual resources

- vDCs

- Application Containers

- VMs

- VM Action Requests

- Port Groups

- DV Port Groups

- Resource Pools

- Datastores

- Desktops

- More Reports (additional reports focusing on trending data).

Physical Resources

Provides tabs which detail the following information:

- vFilers

- Vservers

- Volume Groups

- Servers

- Service Profiles

Accounting

Provides tabs which detail the following information:

- Resource accounting details

- Chargeback

CloudSense™

Provides reports for a customer, group or users.

Chapter 3. Using Self-Service Provisioning

- Service Requests

- Service Request Workflows

- Creating A Service Request for a Standard Catalog

- Creating a Service Request for an Advanced Catalog

- Creating a Service Request for Service Container Catalogs

- Viewing the Service Request Status

- Creating a Deferred Provisioning Service Request

- Using Service Request VM Provisioning

- Adding VMs to an Existing Application Container

Service Requests

You can use the self-service provisioning feature to create a service request to provision virtual machines (VMs), services, or applications. The service request process produces a provisioning workflow for VM creation that includes the following actions:

- Budget validation

- Dynamic resource allocation

- Approvals

- Provisioning

- Lifecycle setup and notification

Note

If you change the number of CPU Cores or memory allocation while in the Deployment Configuration pane, the total cost is automatically updated and displayed.

To provision a VM or execute an orchestration workflow, you must first create a service request. If desired, you can require approval from one or two administrators or designated users before the VM is provisioned or the workflow executed. VMs can be immediately approved or scheduled to be approved within a maximum of 90 days from the original request.

Service Request Workflows

The service request workflow can be summarized into several stages:

- Initiation—Service request initiation.

- Resource Allocation—Resources required for VM provisioning.

- Approval—The group's virtual data center (vDC) defines the approval process for a service request. The service request approver is sent an email that describe the request. Once the approver approves the request, the VM is provisioned.

- Provision—The act of provisioning a VM.

- Setup Lifecycle Schedule— The scheduled and termination time.

- Notify—An email notice is sent to the user stating the VM is provisioned.

If defined, the following process may also be applicable to the service request workflow:

- Budget Watch (Optional)—This process determines if sufficient resources are available to provision a VM for the group. You can view a resource by choosing the Organization > Resource limit tab. After you submit a request, you can view its status by choosing View Details.

Creating A Service Request for a Standard Catalog

The administrator publishes catalogs to a group and an end user can choose the required catalog to create a service request. The administrator provides the Self-Service portal with orchestration workflows in the form of catalogs. A catalog, published by the administrator, can be a standard catalog, advanced, or service container.

Important:
You can complete this procedure only if the administrator has enabled the Create Service Request permission for your role. This Create Service Request permission enables or disables the Create Request option that is accessible only from the Services menu option. It does not have any impact on the Create Request option from the Catalog menu option.

Procedure

Step 1

On the menu bar, choose Services.

Step 2

Click the Service Requests tab.

Step 3

Click Create Request.

Step 4

In the Create Service Request dialog box, complete the following field:

Name

Description

Catalog Type drop-down list

The type of catalog type. Choose Standard.

The other options include:

- Advanced—This catalog type is used exclusively for the orchestration workflow.

- Service Container—This catalog type is used in application containers.

Step 5

Click Submit.

Step 6

In the Catalog Selection pane, complete the following fields:

Name

Description

VM Ownership

Customer Organization radio button

Select this radio button to choose the customer organizations for which a VM is provisioned.

Customer Organizations: field

Click Select to choose the customer organizations to which you want to provision the VM.

Note:
Customer organizations that have valid vDCs are displayed.

This field is visible only when you select the Group radio button.

User radio button

Select this radio button to choose the users to whom you want a VM is provisioned.

User field

Click Select to choose the users to whom you want to provision the VM. This list is populated with users from groups which allow resource assignment to users.

Note:
Currently, only VMs that are in a VMware cloud can be assigned to a specific end user.

Catalog Type drop-down list

Displays the catalog type that you previously selected. It can be one of the following:

- Standard

- Advanced

- Service Container

Select Catalog drop-down list

Choose the catalog that is used for VM provisioning.

Perform deployment assessment check box

Check this check box to perform an assessment of the budget allocation, resource limits and resource availability prior to submitting a service request. After you check this check box, the summary of the assessment is displayed in the Deployment Assessment pane.

Important:
This option is visible only for VMware catalogs, and for catalogs that are not ISO-based.

Step 7

Click Next. The Deployment Configuration screen appears.

Step 8

In the Deployment Specification screen, complete the following fields:

Name

Description

Select VDC drop-down list

The VDC on which the VM is provisioned.

VDCs are defined by the administrator.

Comment field

Any comments relating to the deployment configuration.

Provision drop-down list

Choose either Now or Later.

When you choose Now, the VM is provisioned immediately or up to 90 days in the future. When you choose Later, a calendar for the Day, drop-down lists for the Hour and Minute, and radio buttons for AM or PM appear.

Important:
This check box is visible only if the administrator has unchecked the Hide end user VM provision later check box.

Lease Time check box

Check this check box to configure a lease time for the VM.

The lifetime of the VM can be assigned in terms of days and hours after the VM is terminated (automatically). The VM is terminated after the specified number of days and hours have elapsed.

Important:
This field is editable only if the administrator has not specified a lease time in the catalog used for VM provisioning and has unchecked the Hide end user lease configuration check box.

Days field

The number of days after which the VM is terminated.

Note:
This option appears when the Lease Time check box is checked.

Hours field

Choose the number of hours after which the VM is terminated.

Note:
This option appears when the Lease Time check box is checked.

VM Name Suffix field

Specify a VM suffix name if required. The name (label) is appended to the VM name.

Note:
You receive this option only if it is enabled by the administrator in the VMware System Policy associated to the (above selected) vDC.

Default Cost Computation Period Settings

Attention:
These fields are displayed only when the Lease Time check box is unchecked. The cost computation is displayed in the Summary pane.

Charge Duration drop-down list

Choose a charge duration from the drop-down list. It can be Monthly, Hourly, or Daily.

Month field

If you selected Monthly as the charge duration, then specify the number of months the default cost must be calculated for.

Hourly field

If you selected Hourly as the charge duration, then specify the number of hours the default cost must be calculated for.

Daily field

If you selected Daily as the charge duration, then specify the number of days to be included in the cost computation.

Step 9

Click Next.
In the Custom Specification screen, complete the following fields.

Name

Description

CPU Cores field

The number of CPUs being utilized for the VM being provisioned. This list is available only if you configured the resizing option in the computing policy.

Memory field

The amount of memory for the VM being provisioned. This list is available only if you have configured the resizing option in the computing policy.

Disks field

The datastore for the VM being provisioned. The list of datastores available for selection depends upon the conditions established in the storage policy. You can enable or disable this option in the storage policy.

Storage Tier field

The storage entry for the VM being provisioned. This list appears only if the Virtual Storage Catalog is enabled for the selected catalog.

Select Datastore drop-down list

Choose a datastore. Click Submit to confirm your selection. For templates with multiple disks, you must repeat the datastore selection process for each disk.
Note:
You can select only one datastore for each disk category (System, Data, Database, Swap, and Log). The list of datastore items depends upon the scope conditions in the storage policy.

Step 10

Click Next.
The Custom Workflow Inputs screen appears. Custom workflow inputs are applicable, if the catalog selected for VM provisioning has Post Provisioning Custom Actions selected during catalog creation. In this scenario, the post provisioning workflow allows end users to specify custom inputs. The inputs option depends upon the workflow attached to a catalog. Complete the following fields:

Name

Description

MAC Address field

The MAC address of the server.

IP Address field

The IP address of the server.

Host Name field

The hostname of the server.

Step 11

Click Next.

Step 12

If you checked the Perform deployment assessment check box, then review the report of the assessment displayed in the Deployment Assessment pane.
If this assessment report identifies errors, then you must return to the previous panes and rectify the errors before submitting the request. If the assessment report shows no errors, then you can proceed to the next pane.

Step 13

Click Next.
The Summary screen appears. Review the information for accuracy.

Step 14

Click Submit.
The Submit Result dialog box confirms that the service request was submitted successfully.

What to Do Next

View the service request status.

Creating a Service Request for an Advanced Catalog

The administrator publishes catalogs to a group and end users choose the required catalog to create a service request. A catalog published by the administrator can be a standard catalog (VM creation), advanced catalog (orchestration workflow), or a service container (application container).

Before You Begin

This type of service request requires that an advanced-type catalog be available for selection.

Procedure

Step 1

On the menu bar, choose Services.

Step 2

Click the Service Requests tab.

Step 3

Click Create Request.

Step 4

In the Create Service Request dialog box (Catalog Selection pane), complete the following fields:

Name

Description

Catalog Type drop-down list

The type of catalog type. Choose one of the following:

- Standard—This catalog type is used for standard catalogs.

- Advanced—This catalog type is used exclusively for the orchestration workflow.

- Service Container—This catalog type is used in application containers.

Select Catalog drop-down list

Choose a VM to be provisioned. A catalog is a VM in a catalog format.

Step 5

In the Catalog Type drop-down list, choose Advanced.
The Create Service Request page appears.

Step 6

Choose a catalog from the Catalog drop-down list.

Step 7

Click Next.

Step 8

From the Workflow drop-down list, choose a service container.
The Summary pane appears. Review the information for accuracy.

Step 9

Click Submit.
The Submit Result dialog box confirms that the service request was submitted successfully.

What to Do Next

View your existing service requests.

Creating a Service Request for Service Container Catalogs

The administrator publishes catalogs to a group and end users choose the required catalog to create a service request. A catalog published by the administrator can be a standard catalog (VM creation), advanced catalog (orchestration workflow), or service container (application container).

Before You Begin

This type of service request requires that a service container catalog be available for selection.

Procedure

Step 1

On the menu bar, choose Services.

Step 2

Click the Service Requests tab.

Step 3

Click Create Request.

Step 4

In the Create Service Request dialog box (Catalog Selection pane), complete the following fields:

Name

Description

Catalog Type drop-down list

The type of catalog type. Choose one of the following:

- Standard—This catalog type is used for standard catalogs.

- Advanced—This catalog type is used exclusively for the orchestration workflow.

- Service Container—This catalog type is used in application containers.

Select Catalog drop-down list

Choose a VM to be provisioned. A catalog is a VM in a catalog format.

Step 5

In the Catalog Type drop-down list, choose Service Container.
The Create Service Request page appears.

Step 6

Choose a catalog from the Catalog drop-down list.

Step 7

Click Next.

Step 8

In the Summary pane, review the information for accuracy, and then click Submit..
The Submit Result dialog box confirms that the service request was submitted successfully.

What to Do Next

View your existing service requests.

Viewing the Service Request Status

Before You Begin

Create a service request.

Procedure

Step 1

Choose Services > the Service Request tab.

Step 2

Choose a service request.

Step 3

Click View Details.
The Service Request screen provides the details regarding the service request and the related workflow steps. From this page you view the status for each workflow step. Details, such as the time, are also displayed in addition to each step's status (color-coded).

- Grey—Indicates the step still needs to be completed.

- Green—Indicates the step completed successfully.

- Red—Indicates the step failed. The reason for the failure is also specified under the step.

- Blue—Indicates more input is required from the user for the step to be completed. For example, if an approver was defined for this service request, blue indicates that the service request is waiting for approval.

Name

Description

Overview section

Request ID field

The service request ID number.

Request Type field

The type of request (for example, VM)

vDC field

The vDC where the VM is provisioned.

Image field

The image used in provisioning the VM.

Request Time field

The time the service request was created.

Request Status field

The status of the service request (for example, Complete, Canceled, or Failed).

Comments field

Comments added during the service request creation.

Ownership section

Group field

The group to which the user requesting the service request belongs.

Initiating User field

The user who initiated the service request.

Duration Hours field

The time period for which the VM is active. If defined, the VM is deleted after the specified time.

Scheduled Time field

The time period after which the VM is provisioned. If defined, the VM is provisioned at 6 a.m. on the scheduled dates. If not defined, the VM is provisioned as soon as the workflow for the requests is complete.

Catalog Information section

vDC Owner Email

The email ID of the administrator who created the vDC.

Approving Users section

The user who needs to approve a service request for a successful VM provisioning.

Catalog Item Name

The name of the catalog item to use in provisioning.

Catalog Item Description section

SR Cost field

The projected cost of provisioning the VM. This cost is determined based on the cost model defined for the catalog item.

Note:
Approvers can view service requests that need their approval under the Approvals tab.

Creating a Deferred Provisioning Service Request

You can schedule VM provisioning for a later time and day using the Deferred Provisioning feature.

Procedure

Step 1

On the menu bar, click Service and choose Service Requests.

Step 2

On the Service Requests tab, click Create Request.

Step 3

In the Create Service Request screen, complete the following fields:

Name

Description

Catalog Type drop-down list

Choose one of the following types of catalog:

- Standard—This catalog type is used for standard catalogs.

- Advanced—This catalog type is used exclusively for the orchestration workflow.

- Service Container—This catalog type is used application containers.

Select Catalog drop down list

Choose a catalog.

Step 4

Click Next.

Step 5

In the Deployment Configuration screen, complete the following fields to define the configuration:

Name

Description

Select VDC drop-down list

Choose a VDC.

Comments field

The comments added during the service request creation.

Provision drop-down list

Choose a provisional state:

- Later—Choose to enter a specific date and time.

- Now—Choose to start the provision now.

Power OFF the VM after check box

If checked, the system powers off the VM after provisioning is complete.

Step 6

Click Close.

Using Service Request VM Provisioning

Using the Self-Service Portal you can provision a VM exclusively for the end user. If the Assign to user check box is checked, the end user provisioning the VM is assigned ownership. Once the VM is provisioned it is assigned to the end user. If the Assign to user check box is not checked, the VM is provisioned to a (IT) group. Any user within that group can see that VM.

Procedure

Step 1

On the menu bar, choose Service > the Service Requests tab.

Step 2

Click Create Request.

Step 3

In the Create Request dialog box (Catalog Selection screen), complete the following fields:

Name

Description

Catalog Type drop-down list

The type of catalog type. Choose one of the following:

- Standard—This catalog type is used for standard catalogs.

- Advanced—This catalog type is used exclusively for the orchestration workflow.

- Service Container—This catalog type is used in application containers.

Step 4

Click Submit.

Step 5

In the Catalog Selection screen, complete the following fields:

Name

Description

Assign to user check box

If checked, the end user provisioning the VM is assigned ownership. Once the VM is provisioned it is assigned to the end user. If the Assign to user check box is not checked, the VM is provisioned to a (IT) group. Any user within that group can see that VM.

Catalog Type drop-down list

The type of catalog type. Choose one of the following:

- Standard—This catalog type is used for standard catalogs.

- Advanced—This catalog type is used exclusively for the orchestration workflow.

- Service Container—This catalog type is used in application containers.

Select Catalog drop-down list

Choose a VM to be provisioned. A catalog is a VM in a catalog format.

Step 6

Click Next.

Step 7

In the Deployment Configuration screen complete the following fields:

Name

Description

Select VDC drop-down list

If checked, the end user provisioning the VM is assigned ownership. Once the VM is provisioned it is assigned to the end user. If the Assign to user check box is not checked, the VM is provisioned to a (IT) group. Any user within that group can see that VM.

Comment field

The type of catalog type. Choose one of the following:

- Standard—This catalog type is used for standard catalogs.

- Advanced—This catalog type is used exclusively for the orchestration workflow.

- Service Container—This catalog type is used in application containers.

Provision drop-down list

Choose a VM to be provisioned. A catalog is a VM in a catalog format.

Lease Time check box

The lease time of the VM.

Step 8

Click Next.

Step 9

In the Custom Specification screen, complete the following fields:

Name

Description

CPU Cores drop-down list

Choose the CPU core for the VM being provisioned.

Memory drop-down list

Choose the amount of memory for the VM being provisioned.

Step 10

Click Next.

Step 11

Review the Summary screen.

Adding VMs to an Existing Application Container

Before You Begin

The ability for an self-service user to provision a container is defined using the Administrator GUI. Refer to the Cisco UCS Director Administration Guide for additional information. The administrator must assign a catalog to a specific group. Once that task is accomplished you can view the catalog-to-group association in the Self-Service portal.

Procedure

Step 1

On the menu bar, choose Catalog.

Step 2

Click on a catalog.

Step 3

In the Create Service Request dialog box (Catalog Selection screen), complete the following fields:

Name

Description

Catalog Type drop-down list

The type of catalog type. Choose one of the following:

- Standard—This catalog type is used for standard catalogs.

- Advanced—This catalog type is used exclusively for the orchestration workflow.

- Service Container—This catalog type is used in application containers.

Select Catalog drop-down list

Choose a VM to be provisioned. A catalog is a VM in a catalog format.

Step 4

In the Catalog Type drop-down list, choose Service Container.

Step 5

Choose a catalog from the Catalog drop-down list.

Step 6

Click Next.

Step 7

In the Deployment Configuration screen, complete the following fields:

Name

Description

Comment field

The type of catalog type. Choose one of the following:

Provision drop-down list

Choose either Now or Later. If Later is chosen, enter a specific time and date.

Service Container Name field

The name of the service container.

Step 8

Click Next.

Step 9

Click Submit.
The Submit Result dialog box confirms that the service request was submitted successfully.

Step 10

On the menu bar, choose Virtual Resources > Application Containers.

Step 11

Click the application container.

Step 12

Click Add VMs.

Step 13

In the Manage VMs dialog box click the Pencil.

Step 14

In the Edit Virtual Machines Entry dialog box, complete the following fields:

Name

Description

Additional VMs field

The number of additional VM instances.
Note:
The maximum number of VM instances is defined using the Administrator GUI. If you enter a value higher than allowed, you are presented with an error message.

Step 15

Click Submit.

Chapter 4. Managing Service Requests

This chapter contains the following sections:

- Managing Service Requests

- Service Request Approvals

Managing Service Requests

You can view, resubmit, and cancel previously submitted service requests. You can also view a group's service request history.

- Resubmitting A Service Request

- Cancelling a Service Request

- Viewing the Service Request History for a Group

- Searching the Service Request History for a Group

- Exporting Group Service Requests History

Resubmitting A Service Request

A user can resubmit a failed service request. A service request could fail for the following reasons:

- Budget time

- Resource limits exceeded for the group under which the VM is being provisioned.

- Provisioning if incorrect information is not provided by the end user when creating a service request.

- Any connectivity issues between UCS Director and device.

Before You Begin

Create a service request.

Procedure

Step 1

On the menu bar, click Services and choose the Service Requests tab.

Step 2

Choose a service request.

Step 3

Click the Resubmit Request button to resubmit the failed request (you can also right-click on a service request and choose Resubmit Request).

Step 4

In the Resubmit Service Request dialog box, complete the following fields:

Name

Description

Resubmit Step drop-down list

Choose a resubmit step.

- Initiated by end user

- HyperV Resource Allocation

- Provision

Skip approvals if already approved check box

If checked, the system skips the step if the service request has already been approved.

Uncheck the check box to process all approvals.

Step 5

Click Submit.

Cancelling a Service Request

After submitting a service request, you can cancel it for any reason. As an end-user in the system, you can cancel service requests that only you have created.

Procedure

Step 1

On the menu, choose Services > Service Requests.

Step 2

Choose the service request entry that needs to be canceled.

Step 3

Click Cancel Request.

Step 4

Click Submit to cancel the service request.

Viewing the Service Request History for a Group

End users can view all service requests created.

Before You Begin

Create a service request.

Procedure

On the menu bar, click Services and choose the Service Requests tab (see step 1 above).

Searching the Service Request History for a Group

End users can search request history for any group.

Before You Begin

Create a service request.

Procedure

Step 1

On the menu bar, choose the Organizations > Service Request tab.

Step 2

Enter the text or service request number in the search field.
Note:
Criteria can be any text from any of the columns.

Exporting Group Service Requests History

Reports of service requests for all groups or any particular group can be exported into a tabular format.

Before You Begin

Creating service requests.

Procedure

Step 1

On the menu bar, choose Services > Service Requests.

Step 2

Click the Export Report icon to generate a report of service requests.
Reports can be exported in PDF, CSV, or XLS format.

Service Request Approvals

A service request has to be approved by a user before the VM can be provisioned. A user could be a service administrator or perhaps an IT manager. Once a service request is initiated, the service request workflow has a step for VM approval that shows the approver name. An email notification is also sent to the approver about the service request. Once approved, the next step (for example, provisioning) is initiated.

- Approving Service Requests

- Viewing Service Request Approvals History

- Searching the Service Request Approval History

- Exporting Service Request Approvals History

Approving Service Requests

Procedure

Step 1

On the menu bar, choose Services > Service Requests tab.

Step 2

Choose a service request.

Step 3

Click Approve.

Step 4

Enter any additional comments, if necessary.

Step 5

Click Approve to finalize the process.

Viewing Service Request Approvals History

Before You Begin

Create a service request.

Procedure

On the menu bar, click the Organization tab, and choose My Approvals > My Approvals.
All service requests, approved or pending, are listed.

What to Do Next

Search the service request history

Searching the Service Request Approval History

End users can search through their list of current service requests.

Before You Begin

Create a service request.

Procedure

Step 1

On the menu bar, choose Services > Service Requests tab.

Step 2

Enter a search term in the search field to filter the current list of approvals.

Exporting Service Request Approvals History

Reports of all service request approvals can be exported to tabular format.

Before You Begin

Create a service request.

Procedure

Step 1

On the menu bar, choose Approvals > My Approvals.

Step 2

Click on the Export Report icon to generate a report of approvals.

Chapter 5. Performing VM Lifecycle Management

This chapter contains the following sections:

- About VM Lifecycle Management Actions

- Managing VM Power

- Resizing VMs

- Creating a VM Disk

- Resizing a VM Disk

- Deleting A VM Disk

- Adding vNICs

- Replacing vNICs

- Deleting vNICs

- Viewing VM Details

- Launching VM Client

- Requesting Inventory Collection for VM

About VM Lifecycle Management Actions

You can perform post provisioning lifecycle management actions that are permitted by administrators. You can also view the entire list of virtual machines (VMs) provisioned using service requests under their group. All VMs that belong to a particular group are displayed. The available lifecycle management actions are as follows:

- Managing a VM's power use

- Resizing a VM

- Creating a VM disk

- Deleting a VM disk

- Adding a vNIC

- Deleting a vNIC

- Viewing All VMs

Viewing All VMs

The viewing all VMs feature displays all of the VMs and their details such as VM ID, host name, IP address and power state.

Note

To view the VM actions on a VM, the administrator has to give permission by checking the End User Self-Serve options in the group's vDC.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose the VMs tab.

Step 2

Choose a VM entry from the list or right-click on a VM to bring up available actions for that VM.

What to Do Next

Manage the VMs resources.

Managing VM Power

Managing a VM's power functions includes power on, powering off, suspending power, resetting the VM and more.

Before You Begin

Provision a VM.

Procedure

Step 1

Click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Power On.
In the VM Task dialog box, complete the following fields:

Name

Description

VM Name field

Name of the VM.

Task field

Selected power management task.

Comments field

Enter comments if required.

Schedule Action field

Specify either to power on the VM now or at a specific date and time.

Note:
The following actions appear in Similar field's Comments and Schedule Actions panes:

Action

Description

Power Off

Power Off the VM.

Suspend

Places the VM in a suspended state.

Shutdown Guest

Shuts down the Guest OS on the VM.

Standby

Moves the VM to standby state.

Reset

Performs a hard reset of the VM.

Reboot

Performs a soft reboot of the VM.

Step 3

Click Proceed.

Resizing VMs

Before You Begin

Create a provisioned VM. The administrator must also provide permission by enabling the End User Self-Service Options in the group's vDC.

Procedure

Step 1

Click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Resize VM.

Step 3

In the Resize VM dialog box, complete the following fields:

Name

Description

VM Name field

The name of the selected VM.

Current Allocated CPU field

The number of allocated CPUs being used by the VM.

Current Allocated Memory (GB) field

The amount of memory allocated to the VM.

New CPU Count drop-down list

Choose the CPU required from the drop-down list.

New Memory drop-down list

Choose the amount of memory required from the drop-down list.

Current CPU Cost (Currency: USD) field

Displays the current CPU cost per hour. This value is calculated based on the currently allocated CPU for the VM.

Current Memory Cost (Currency: USD) field

Displays the current memory cost per hour. This value is calculated based on the currently allocated memory for the VM.

New CPU Cost (Currency: USD) field

Displays the CPU cost per hour for the new CPU count that you specify for the VM.

New Memory Cost (Currency: USD)

Displays the memory cost per hour for the new memory that you specify for the VM.

Step 4

Click Resize.

Creating a VM Disk

Before You Begin

Create a provisioned VM. The administrator must also provide permission by enabling the End User Self-Service Options in the group's vDC.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose the VMs tab.

Step 2

Right-click on a VM and choose Create VM Disk.

Step 3

In the Create VM Disk dialog box, complete the following fields:

Name

Description

VM Name field

The name of the selected VM.

New Disk (GB) field

Enter the disk size for the VM in GB.

Select Disk Type drop-down list

Select the required disk from the drop-down list.

Select Datastore drop-down list

Select a datastore from the drop-down list.

Note:
The datastore's selection is available, depending upon the storage policy that is associated to the VM (specifically the VM's vDC)

Thin Provision check box

Check this check box to use thin provisioning during VM creation.

Note:
Thin provisioning enables dynamic allocation of the physical storage capacity to increase VM storage utilization.

Compute New Disk Cost field

This option calculates and displays the disk cost, per hour, based on the new disk size and the datastore you have specified for the VM disk.

Step 4

Click Create.

Resizing a VM Disk

This feature lets you modify the allocated (provisioned) disk space for the VM. By default, you can only increase the disk size of the VM.

Note

The disk size of a VM can only be increased and not decreased.

Before You Begin

Create a provisioned VM. The administrator must also provide permission by enabling the End User Self-Service Options in the group's vDC.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose the VMs tab.

Step 2

Right-click on a VM and choose VM Disk Resize.

Step 3

In the Resize VM Disk dialog box, complete the following field:

Name

Description

VM Name field

The name of the VM.

This name cannot be edited.

Select Disk drop-down list

Select the VM disk from the drop-down list.

Total Provisioned (GB) field

Displays the total provisioned space on the VM.

New Size (GB) field

The new size for the VM. The new disk size should be greater than the total provisioned size.

Current Disk Cost (Currency: USD) field

Displays the current disk cost per hour.

Compute New Disk Cost field

This option calculates the disk cost, per hour, based on the new disk size you specified.

New Disk Cost (Currency: USD) field

Displays the disk cost per hour for the new disk size specified for the VM.

Step 4

Click Resize.

Deleting A VM Disk

Before You Begin

Create a provisioned VM. The administrator must also provide permission by enabling the End User Self-Service Options in the group's vDC.

Procedure

Step 1

On the menu, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Delete VM Disk.

Step 3

In the Delete VM Disk dialog box, complete the following fields:

Name

Description

VM Name field

The name of the selected VM.

Select Disk Name drop-down list

Choose a hard disk from the drop-down list.

Step 4

Click Delete.

Adding vNICs

You can add multiple vNICs to a VM. You have the option of either adding or replacing a vNIC in a VM. Which options are available is dependent upon the network policy mapped to your vDC and associated to your particular VM.

Before You Begin

Create a provisioned VM. The administrator must also provide permission by enabling the End User Self-Service Options in the group's vDC.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Add vNICs. The Add VM vNICs dialog box appears.

Step 3

From the Operation drop-down list choose Add.
The Edit icon and the Delete icon are only used to edit or delete your new vNICs in this window.

Step 4

Click the Add icon to add the vNIC.
This step is not allowed if the network policy limits you to a certain number of vNICs.

Name

Description

NIC Alias drop-down list

The vNIC alias.

Port Group Name field

The port group name.

Adapter Type drop-down list

The adapter type. Copy Adapter Type from Template must be disabled in the network policy in order to choose this selection.

DHCP checkbox

Use DHCP to assign IP address.

Gateway IP Address field

Enter a gateway IP address.

Note:
The NIC alias, Portgroup name, Adapter Type, and DHCP selections are dependent upon your settings in the network policy associated to the VM (specifically the VM's vDC).

Step 5

Click Submit.

Replacing vNICs

The replace operation removes all of the existing vNICs from the VM. New vNICs are added using the Add icon

Before You Begin

Create a provisioned VM as well having an existing vNIC available. The administrator must also provide permission by enabling the End User Self-Service Options in the group's vDC.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Delete vNICs.
The Delete VM vNICs dialog box appears.

Step 3

From the VM vNICs drop-down list choose a vNIC.
The Select Items dialog box appears.

Step 4

Check the checkbox of the vNIC you want to delete or click Check All to select all vNICs.

Step 5

Click Select.

Step 6

Click Delete.

The VM is restarted in order to complete the removal process.

Deleting vNICs

You can delete existing (or multiple) vNICs on a VM.

Before You Begin

Create a provisioned VM as well having an existing vNIC available. The administrator must also provide permission by enabling the End User Self-Service Options in the group's vDC.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Delete vNICs.
The Delete VM vNICs dialog box appears.

Step 3

From the VM vNICs drop-down list choose a vNIC.
The Select Items dialog box appears.

Step 4

Check the checkbox of the vNIC you want to delete or click Check All to select all vNICs.

Step 5

Click Select.

Step 6

Click Delete.

The VM is restarted in order to complete the removal process.

Viewing VM Details

This feature lets you view details about the VM, such as VM action request, vNICs, VM snapshots and general summary information.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose View Details.
The Summary screen appears.

Launching VM Client

This feature lets you set up either web access, remote, or a VNC console. The VNC console provides access for each VM. The console provides full control capabilities of the VM. The console is accessible using any standalone web browser and no plug-in is required. Cisco UCS Director provides automatic configuration of the console.

Note

You can access a VM's login credential when it is setup for Web or remote desktop access. An administrator must provide the proper catalog (and necessary privileges) from which the VM is provisioned.

Before You Begin

The administrator must enable the feature.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Launch VM Client.
The Launch Client dialog box appears.

Step 3

In the Launch Client dialog box, select an access scheme:

Name

Description

Access Scheme drop-down list

Choose an access scheme from the drop-down list. The schemes are VNC Console, Web Access, and Remote Access.

Step 4

Click Proceed.
The VNC console (in a Web browser) appears. Additional login is required to access the VM console.

Requesting Inventory Collection for VM

You can select a VM and request an on demand inventory collection

Note

Modifying the allocated resources could change the chargeback amount for the VM. Chargeback for a VM is calculated based on the cost model defined by the administrator for a catalog. A VM's chargeback is calculated based upon the catalog selected for provisioning the VM.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Request Inventory Collection Request for VM.
The Request VM Inventory Collection dialog box appears.

Step 3

Click Submit.
The VM inventory collection is completed.

Chapter 6. Managing VM Snapshots

This chapter contains the following sections:

- Managing VM Snapshots

- Viewing VM Snapshots

- Creating Snapshots

- Reverting Snapshots

- Marking a Snapshot as Golden

- Deleting Snapshots

- Deleting All Snapshots

Managing VM Snapshots

End users can create and manage snapshots of restore points during a recovery from a system disaster or malfunctions. A restore point is the complete state of a VM at a point in time. You want to create snapshots from time to time to preserve the current state of a VM. For example, you can create a snapshot of your VM in its stable form before performing a potentially risky system operation. After creating several snapshots, you can view a VM snapshot summary report and identify which snapshots you want to preserve for future use (also know as golden snapshots). Golden snapshots cannot be deleted.

Note

To access the VM snapshot options on a VM, an administrator has to provide permission by enabling the VM Snapshot Management option in a group's vDC.

Before You Begin

Provisioning a VM.

Viewing VM Snapshots

Before You Begin

The administrator must enable VM Snapshot Management option in the group's vDC in order for you to view snapshots.

Procedure

Step 1

On the menu bar, choose Virtual Resources > VMs.

Step 2

Choose a VM and click View Details > VM Snapshots tab.

Step 3

Choose a snapshot to view.

Creating Snapshots

The feature creates a snapshot of all of the VM's resources in their current state. You can also revert back to a particular snapshot (state).

Note

To access the Creating Snapshots on a VM option, an administrator has to provide permission by enabling the VM Snapshot Management option in a group's vDC.

Before You Begin

Create a provisioned VM. The administrator must also provide permission by enabling the VM Snapshot Management option in the group's vDC.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Create Snapshot.
The Create Virtual Machine Snapshot dialog box appears.

Step 3

Complete the following fields and checkboxes.

Name

Description

Snapshot Name field

The name of the snapshot.

Snapshot Description field

The description of the snapshot.

Snapshot Memory checkbox

Check the box to include VM memory.

Quiesce Guest File System checkbox

Check the box to take the snapshot in Quiesce mode. Quiescing a file system is a process of bringing the on-disk data of a physical or virtual computer into a state suitable for backups. This process may include operations as flushing dirty memory buffers from the operating system's in-memory cache to disk, or other higher-level application specific tasks.
Note:
In order to use this option you have to have VMware tools installed on the VM.

Step 4

Click Proceed.

Reverting Snapshots

If the VM crashes or malfunctions for any reason you can revert back to the most recent snapshot of the VM. You can also select a specific snapshot to revert back to, in case there is more than one snapshot for the VM available.

Note

To access the Reverting Snapshots option on a VM, an administrator has to provide permission by enabling the VM Snapshot Management option in a group's vDC.

Before You Begin

Create a provisioned VM.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Revert Snapshot.
The Revert Virtual Machine Snapshot dialog box appears.

Step 3

Complete the following checkbox.

Name

Description

Snapshot check box

If checked, defines it as a snapshot.

Step 4

Click Proceed.

Marking a Snapshot as Golden

Marking a snapshot as golden prevents it from being accidentally deleted. The only way to delete a golden snapshot is to mark unmark the golden snapshot (returning it to a standard snapshot).

Note

To access the Marking a Snapshot as Golden option on a VM, an administrator has to provide permission by enabling the VM Snapshot Management option in a group's vDC.

Before You Begin

Create a snapshot.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Mark Golden Snapshot.
The Mark Golden Snapshot dialog box appears.

Step 3

Complete the following check boxes.

Name

Description

Snapshot check box

Check the box to select a snapshot.

Marks As Golden Snapshot check box

Check the box to designate a snapshot as a golden snapshot.

Step 4

Click Proceed.

Deleting Snapshots

You can delete a snapshot unless it is marked as a golden snapshot. Snapshots deemed unimportant can be deleted to make more disk space for newer snapshots.

Note

To access the Deleting Snapshots option on a VM, an administrator has to provide permission by enabling the VM Snapshot Management option in a group's vDC.

Before You Begin

Create a snapshot.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Delete Snapshot.
The Delete Snapshot dialog box appears.

Step 3

Complete the following check boxes.

Name

Description

Snapshot check box

Check the box to select a snapshot.

Delete Children check box

Check the box to delete the children of the selected snapshot.

Step 4

Click Proceed.

Deleting All Snapshots

You can delete all of your snapshots unless a golden snapshot is present. You have to unmark the golden snapshot first before being able to delete all of your snapshots.

Note

To access the Deleting All Snapshots option on a VM, an administrator has to provide permission by enabling the VM Snapshot Management option in a group's vDC.

Before You Begin

Create a snapshot.

Procedure

Step 1

On the menu bar, click Virtual Resources and choose VMs.

Step 2

Right-click on a VM and choose Delete All Snapshots.
The Delete All Snapshots dialog box appears.

Step 3

Complete the following checkboxes.

Name

Description

Delete All Snapshots check box

Check the box to delete all of the snapshots.

Step 4

Click Proceed.

Chapter 7. Viewing End User Reports

This chapter contains the following sections:

- Viewing End User Reports

- Viewing VM Summary Details

- Viewing Virtual Resource Details

- Viewing vDC Details

Viewing End User Reports

You can use the end user report to access to a wide array of reports and assist in managing life cyle actions on the VMs. The summary page displays detailed information about a selected VM and its actions.

Report Section

Description

Overview

VM ID

The VM ID number.

Cloud Name

The Cloud (essentially one vCenter installation) on which the VM will be provisioned.

Instance Name

The name of the VM instance.

Status

Status of the VM.

IP Address

The status IP address of the VM.

Hostname

The name of the host on which the VM is present.

Boot Time

Time of VM boot.

Ownership

Group

The group to which the VM belongs.

Label

Any label that might be defined for the VM.

Provisioned Time

The time of VM provisioning.

Scheduled Termination Time

The time when the VM is to to be terminated. This time is displayed if the VM has a defined termination time.

Resources

Num Virtual CPUs

The number of virtual CPUs allocated to the VM.

Memory (MB)

The memory allocated to the VM.

Storage

Total Provisioned (GB)

The storage allocated to the VM.

Network

Number of vNICs

The number of virtual network interface cards.

vNIC Mac Address

The mac address of the virtual network interface card.

Guest Information

Guest OS

The guest OS running on the VM.

Viewing VM Summary Details

Procedure

Step 1

On the menu bar, choose Virtual Resources > VMs.

Step 2

Choose a VM.

Step 3

Choose View Details.

Step 4

Click Summary. The VM summary details appear.

Viewing Virtual Resource Details

Reports of service requests for all groups or any particular group can be exported into a tabular format.

Procedure

Step 1

Click Virtual Resources > VMs and choose View Details.

Step 2

On the menu bar, click the Summary tab to view information displayed by multiple widgets.

Viewing vDC Details

You can associate a VM that is provisioned using a service request with a virtual data center (vDC). When you create a service request, you can choose the vDC on which the VM is provisioned. You can view a list of vDCs available for a group and choose the required vDC when provisioning VMs. Details such as vDC name, and number of VMs (active and total) are displayed.

Procedure

On the menu bar, click Virtual Resources and choose the vDCs tab. The vDC's details appear.

Name

Description

License Status tab

The License Status screen displays the current license information.

Summary tab

The Summary screen displays detailed information about a vDC such as the overview and trend graphs describing CPU, memory and disk usage.

vDCs tab

The vDCs page list the currently active vDCs.

Tiered Applications tab

The Tiered Applications screen lists all of the current tiered applications available.

VMs tab

The VMs screen displays all VMs that belong to a selected vDC.

VM Action Requests tab

The VM Action Requests screen lists all of the available action IDs and related information.

Port Groups tab

The Port Groups screen lists the available port groups and related information such as host node, vSwitch name, port group name, port group type, and VLAN ID.

DV Port Groups tab

The DV Port Groups screen lists the available port groups and related information such as host node, vSwitch name, port group name, port group type, VLAN ID, and promiscuous mode.

Resource Pools tab

The Resource Pools screen lists available clouds and related configuration information.

Desktops tab

The Desktops screen lists related instance and catalog names as well as assignment status.

More Reports tab

The More Reports screen lists various trends at different (time) durations.

Chapter 8. Viewing Physical Reports

- Viewing Reports about Physical Resources

Viewing Reports about Physical Resources

In addition to these reports, you can also create CloudSense Analytics for VMs and other items, as described in the Cisco UCS Director Administration Guide.

Procedure

Step 1

On the menu bar, choose Physical Resources.

Step 2

Click one of the following tabs to view reports about the physical resources.

Tab

Description

VFilers

This tab allows you to identify which vFilers are currently viewable and to which account they report to.

Vservers

This tab reports on the available Vservers.

Volume Groups

This tab provides information on the account names, volume group name, size (GB), size available, status and SSNs for volume groups.

Servers

This tab displays available servers and provides the ability to power on a selected server.

Service Profiles

This tab displays the service profiles associated with your physical resources.

VNX LUNs

This tab displays the VNX LUNs associated with the physical resources.

Block Storage Pools

This tab displays the block storage pools associated with the physical resources.

Raid Groups

This tab displays the RAID groups that are associated with the physical resources.

File Storage Pools

This tab displays the file storage pools associated with the physical resources.

VNX Volumes

This tab displays the VNX volumes associated with the physical resources.

CloudSense

This tab lets you generate a CloudSense analytics report based on your physical resources.

Step 3

For some reports, you can click the icons on the table bar to customize the table columns, filter the results, or export a report of the current table contents.

Chapter 9. Viewing Accounting Resources

This chapter contains the following sections:

- Viewing Resource Accounting Details

- Viewing Chargebacks

Viewing Resource Accounting Details

You can use the Resource Accounting Details page to display the resources usage of VMs that belong to a selected group. The accounting process is conducted on an hourly basis. This details page provides the following information:

- VM (active/inactive) hours

- CPU (reserved/used) hour

- Memory (reserved/used) hour

- Disk (committed/uncommitted) hour

- Network data

Before You Begin

Choose a group for examination.

Procedure

On the menu bar, choose Accounting > Resource Accounting Details.

Viewing Chargebacks

The Chargeback screen displays the VM's resource usage for a particular group. The cost calculation is done based on the cost model that is associated with the vDC of the group.

Before You Begin

Choose a group for examination.

Procedure

On the menu bar, choose Accounting > Chargeback. The chargeback details appear.

Chapter 10. Viewing the End User Dashboard

This chapter contains the following sections:

- Enabling the End User Dashboard View

- Adding Reporting Widgets

Enabling the End User Dashboard View

The dashboard is the first page you see when you log into the appliance as an end user.

Procedure

Step 1

In the upper right of the Cisco UCS Director window, click your User Name .

Step 2

Click the Dashboard tab.

Step 3

Check the Enable Dashboard check box.

Step 4

Click Apply.

Step 5

Close the User Information dialog box.

Step 6

Examine the Dashboard contents.

What to Do Next

Access relevant dashboard views.

Adding Reporting Widgets

You can use reporting widgets to gain visibility into the group's resource limits and vDC details. You can set automatic or manual refresh for the display of widget data in your dashboard view. For automatic refresh, click On or Off at the top of the dashboard page. To increase or decrease the size of the widgets, move the slider. The slider is visible in the upper right of the dashboard.

Procedure

Step 1

Click on the top right side of a report (found under Summary tabs).

Step 2

From the drop-down list, choose Add to Dashboard.

Step 3

Click Dashboard to view the widget.

Chapter 11. Working with Services Upload Files

This chapter contains the following sections:

- Uploading OVF Files

- Deploying OVF Files

- Deleting OVF Files

Uploading OVF Files

Cisco UCS Director allows an administrator, group administrator, or end user to upload OVF files (OVA, zip and jar formats) to a predefined storage location and deploy them to a group or customer organization.

Note

Group administrators and end users are the only types with privileges to upload and deploy OVF files.

Before You Begin

Ensure that you have the proper access rights.

Procedure

Step 1

On the menu bar, choose Administration > Integration.

Step 2

Click the User OVF Management tab.

Step 3

Click Upload File.

Step 4

In the Upload File dialog box, complete the following fields:

Name

Description

Folder Type drop-down list

The type of folder containing the OVF file. Choose one of the following:

- Public—This file is available to all public users.

- User—Choose this role if you are an end user. End users are not granted extensive privileges. The User role is well suited for first-level support, in which problem identification, remediation, and escalation are the primary goals.

- Group—The file is only available to those in a defined group.

File Name field

The name of the OVF file to upload and display.

Upload option

Launches the File Upload dialog box in which you can browse and select an OVF file.

Note:
Only OVF files in OVA, zip and jar formats can only be uploaded to the storage location.

After the file is uploaded, and a confirmation message stating that the file is ready for use is displayed. Click Submit.

The Submit button is enabled only after the file is uploaded in the File Upload dialog box.

File Description field

The description of the file (if required).

Step 5

Click Submit.

Step 6

When the Submit Result - Upload Successfully dialog box appears, click OK. The uploaded file is listed in the User OVF Management table.

What to Do Next

Deploy the OVF file.

Deploying OVF Files

If you are an administrator, you have the authority to deploy OVF files to a group by selecting the group's Virtual Data Center (vDC). Once an OVF file is deployed to a vDC, the files are automatically unzipped and a VM is deployed on a VMware cloud that is associated to the vDC.

Procedure

Step 1

On the menu bar, choose Administration > Integration.

Step 2

Click the User OVF Management tab.

Step 3

Choose an OVF file from the table.

Step 4

Click Deploy OVF.

Step 5

In the Deploy OVF window, complete the following fields:

Name

Description

Select vDC drop-down list

Choose a vDC.

Note:
Group administrators and end users can only view vDCs that are associated to their group.

OVF File Name field

The name of the selected OVF file.

VM Name field

The VM name. If you do not enter a VM name, a default name is automatically provided.

User Name field

The OVF user name.

Password field

The OVF file password.

Provision field

The time to provision the VM.

Choose either Now or Later. If you choose Later, then you must select the date and time.

Power OFF the VM after field

Check this check box to specify the number of days or hours after which the VM is automatically powered off.

Days field

The number of days to after which the VM is automatically powered off.

Hours field

The number of hours after which the VM is automatically powered off.

Step 6

Click Submit.
After an OVF file deploys, a service request is created that displays the status of the deployed OVF. For more information, refer to the Viewing Service Requests topic.

Deleting OVF Files

If you are an administrator, you can delete files located in the storage area.

Before You Begin

You must obtain the proper authorization to delete files from the Cisco UCS Director appliance. Service end users and group administrators are authorized to delete OVF files.

Procedure

Step 1

On the menu bar, choose Administration > Integration.

Step 2

Click the User OVF Management tab.

Step 3

Choose an OVF file from the table and click Delete File.
The Delete File dialog box appears.

Step 4

Click Submit.

Chapter 12. Working with Catalogs

This chapter contains the following sections:

- About Managing Catalogs

- Catalog Organization

- About Publishing Advanced Catalogs

- Creating a Catalog

- Editing a Catalog

About Managing Catalogs

You can self-provision virtual machines (VMs) using predefined catalog items. A system administrator or an end-user can create a catalog. A catalog defines parameters, such as the cloud name and the group name to which the VM is bound.

The following folders are available by default. You cannot edit or delete them.

- Standard

- Advanced

- Service Container

To aid in managing catalogs, Cisco UCS Director allows you to group similar catalogs within a folder. While creating a catalog, you can choose to add it in a previously created folder, or create a new folder. A folder is visible in the system only when it contains a catalog.

The Manage Folder option on the Catalog page allows you to perform the following tasks:

- Edit a folder—Modify the name of a user-created folder or the folder icon for all folders. You cannot modify the name of a default folder.

- Delete a folder—Delete a folder from Cisco UCS Director. If this folder contains catalogs, then these catalogs are automatically moved into the folders that are available by default, based on the catalog type.

Default folders cannot be deleted.

- Re-order the list of folder—Change the order in which the folders are listed in the Catalog page. By default, folders are listed alphabetically.

Important:
If you have upgraded Cisco UCS Director to the latest version, then all catalogs created in prior versions are grouped into folders available by default, based on their catalog types.

By default, the catalogs will be displayed in a tile view format.

Note

Place the Catalogs option on the menu bar to easily access all the catalog-related options. Click your user name on the top right corner of the interface, choose the Catalogs tab in the User Information dialog box, and check the Enable Catalogs check box.

Catalog Organization

The Self-Service Portal organizes the catalogs in folders by name. A set of default folders, named for the catalog types, are automatically created and sorted alphabetically. However, you do not have to use these default folders. When you create a catalog, you can place it in a default folder or into a custom folder with a name that you choose. For example, if you create a Standard Catalog to provision a Windows 2012 operating system for a VM, you can allow Cisco UCS Director to place it in the Standard folder, or you can create a custom folder with a name that identifies the operating system, such as VM-Windows2012OS.

Catalog folders created by administrators in Cisco UCS Director display in the Self-Service Portal.

In the Catalog pane, you can use the Move Up and Move Down icons to change the organization of the catalog folders.

Note

You can also use the Manage Folder icon to choose a folder and move it in relation to existing folders.

While creating a catalog in Cisco UCS Director, an administrator can specify a user group or a specific users that can view the catalog. If you are a user in the selected group, then your view is populated with the appropriate catalogs.

About Publishing Advanced Catalogs

When you choose the Advanced catalog type, you can provision workflow catalogs. End users can execute workflows with these catalogs during a Service Request. You create an Advanced Catalog Item by defining parameters such as Group Name and Workflow.

Creating a Catalog

Procedure

Step 1

On the menu bar, click Catalog.

Step 2

Click Add (+) .

Step 3

In the Catalog Add dialog box, complete the following fields:

Name

Description

Catalog Type drop-down menu

Choose a value from the following list:

- Standard—This catalog type is used for general service requests (Generic VM provisioning).

- Advanced—This catalog type is for workflow execution (this workflow) can be called and the end user can execute it as well.

- Service Container—This catalog type is for application containers VM provisioning.

Step 4

Click Submit.

Step 5

In the Basic Information pane complete the following fields:

Name

Description

Catalog Name field

The name of the catalog.
Note:
After you create a catalog, you cannot modify the name.

Catalog Description field

The description of the catalog.

Catalog Type drop-down list

This is pre-selected in the previous step.

Catalog Icon drop-down list

Chose from a list of icons to associate this catalog with an image. This icon is seen when you are creating a service request using this catalog.

Cloud Name drop-down list

Choose the cloud with the image for VM provisioning.

Image drop-down list

Chose the type of image (any existing templates such as Windows, Linux and other files that make up the image) that you use when VMs are provisioned using this catalog.

Select Folder drop-down list

Choose a folder for the catalog.

Step 6

Click Next.

Step 7

In the Applications Details pane, edit the following fields:

Name

Description

Category drop-down list

Choose a VDC category.

Override check box

Check the check box to enable the end user to override the selected category while provisioning a VM using a service request.

Support Contact Email Address field

The email address of the contact who is notified when a service request is created using this catalog item.

Specify OS drop-down list

Choose the type of OS installed on the VM when it is provisioned.
Note:
This option is not supported in the RHEV KVM Connector.

Specify Other OS field

Specify an OS that is not available in the Specify OS list.

Note:
This option is not supported in the RHEV KVM Connector.

Specify Applications check box list

Check the appropriate check boxes to specify applications from the Select Items dialog box. These applications are installed on the VM during provisioning.

Note:
This option is not supported in the RHEV KVM Connector.

Specify Other Applications field

Specify other applications that are not available in the Select Items dialog box.

Note:
This option is not supported in the RHEV KVM Connector.

Application Code field

Specify an application code that is used in the VM name.

The application code can be between 1 to 4 characters (for example: W2K3, DB, WS). The application code can be used in a system policy for the VM name by using the variable ${APPCODE}.

For example, if the VM Name Template is vm-${GROUP_NAME}-${APPCODE}, the VM provisioned with the system policy has the name vm-groupname-W2K3.

Note:
This option is not supported in the RHEV KVM Connector.

Step 8

Click Next.

Step 9

In the User Credentials pane, complete the following fields:

Name

Description

Credential Options drop-down list

Choose to allow or disallow users to retrieve VM access credentials (shared).

User ID field

The user ID.

Note:
This field is available only if a choice is made under Credential Options.

Password field

The user password.

Note:
This field is available only if a choice is made under Credential Options.

Step 10

In the Customization pane, complete the following fields:

Name

Description

Automatic Guest Customization Enable check box

Check the check box to enable automatic guest customization.

If you do not check this check box, then Cisco UCS Director does not configure the DNS, Network, and Guest OS properties.

Post Provisioning Custom Actions check box

Check the check box to enable execution of an orchestration workflow after VM provisioning.

Workflow drop-down list

Choose a defined workflow for provisioning.

Note:
This option appears when Post Provisioning Custom Actions is checked.

Virtual Storage Catalog Enable check box

Check the check box to select storage entries from the Virtual Storage catalog.

Virtual Storage Catalog drop-down list

Select a storage entry from the catalog.

Note:
This option appears when the Virtual Storage Catalog Enable check box is checked.

Cost Computation

Charge Duration drop-down list

Choose Hourly or Monthly.

Active VM Application Cost field

The cost for the application that is included in the template.
Note:
Not supported in the RHEV KVM Connector.

Inactive VM Application Cost field

The cost to this catalog of a VM in inactive state, per hour or month.
Note:
Not supported in the RHEV KVM Connector.

VM Life Cycle Configuration

Lease Time check box

Check the check box to define a lease time (in days and hours).

Day field

Specify the number of days.

This field is visible only when you check the Lease Time check box

Hours field

Specify the number of hours.

This field is visible only when you check the Lease Time check box

Hide end user lease configuration check box

Check the check box to prevent service end users from configuring a lease time for VMs.

Hide end user VM provision later check box

Check the check box to prevent service end users from provisioning VMs at a later time.

Step 11

Click Next.

Step 12

In the VM Access pane, complete the following fields:

Name

Description

Web Access Configuration

Enable check box

Check the check box to enable web access to the VM. By default, this check box is unchecked which means that web access to the VM is disabled.

URL field

The URL of the VM.

Note:
This option appears when Web Access Configuration is checked.

Label field

The label that is defined for this URL

Note:
This option appears when Web Access Configuration is checked.

Remote Desktop Access Configuration

Enable check box

Check the check box to enable remote desktop access to the VM. By default, this check box is unchecked, which means that remote desktop access to the VM is disabled.

Server field

The IP address of the server for remote access.

Note:
This option appears when Remote Desktop Access Configuration is checked.

Port field

The port number on the server for remote access.

Note:
This option appears when Remote Desktop Access Configuration is checked.

Label field

The label that is defined for this remote access.

Note:
This option appears when Remote Desktop Access Configuration is checked.

VMRC Console Configuration

Enable check box

Check the check box to enable VMRC console access to the VM. By default, this check box is unchecked, which means that the VMRC console access to the VM is disabled.

Step 13

Click Next.

Step 14

Review the catalog information in the Summary page.

Step 15

Click Submit.

Editing a Catalog

Procedure

Step 1

On the menu bar, choose Policies > Catalogs.

Step 2

Choose the Catalog tab.

Step 3

Choose the name of the catalog you want to edit.

Step 4

Click Edit.

Step 5

In the Modify Catalog dialog box, complete the following fields:

Name

Description

Basic Information pane

Catalog Name field

Enter a name of the catalog.

Note:
Once created, a catalog name cannot be modified.

Catalog Description field

Enter a description of the catalog.

Catalog Type drop-down list

Choose the type of catalog. It can be one of the following:

- Standard—Used to create catalogs for VM provisioning, using images from a list of clouds.

- Advanced—Used for publishing orchestration workflows, such as catalog items.

- Service Container—Used for publishing application containers as catalog items.

Catalog Icon drop-down list

Choose from a list of icons to associate this catalog with an image. This icon is seen when you are creating a service request using this catalog.

Applied to all groups check box

Check the check box to enable all groups to use this catalog. Leave it unchecked to deny its use to other groups.

Selected Groups check box list

Check the check boxes for included groups that are from the Select Items dialog box. The checked groups use this catalog to provision new VMs.

Publish to end users check box

By default, this check box is checked. Uncheck this check box if you do not want this catalog to be visible to end users. If you do not uncheck this check box, then this catalog is visible to the end users of the system.

Cloud Name drop-down list

Choose the cloud with the image for VM provisioning.

Provision new VM for ISO mounting check box

Check this check box to clone a new VM from a selected image. If you do not check this check box, a blank VM is created.

Image field

Choose the type of image, (any existing templates such as Windows, Linux, and other files that make up the image) that you use when VMs are provisioned using this catalog.

If you are a group administrator, or an end user in a group with permissions to create catalogs, this field displays images that have been assigned to the group you belong to.

If you are an MSP administrator, then this field displays images that have been assigned to your MSP organization, and to the groups within the MSP organization.

Windows License Pool field

Choose the Windows License.

Note:
This option appears only when a Windows image is chosen. This option is not supported in the RHEV KVM Connector.

Provision all disks in single datastore check box

Check the check box to provision all disks in a single datastore. You can also choose to use the datastores configured for each disk in the storage policy.

Note:
This option appears if the chosen template has multiple disks. This option is not supported in the RHEV KVM Connector.

Service Container Template Name drop-down list

Choose the template from the list.

Note:
This option appears when the chosen Catalog Type is Service Container.

Select Folder drop-down list

Choose the folder within which this catalog must be created.

Note:
The drop-down list includes names of folders that are available by default. You can either select a folder that is available, or click the + icon to create a new folder.

To create a new folder in the Add New Folder dialog box, specify a folder name, and select an icon for the folder.

Step 6

Click Next.

Step 7

In the Applications Details pane, edit the following fields:

Name

Description

Category drop-down list

Choose a VDC category.

Override check box

Check the check box to enable the end user to override the selected category while provisioning a VM using a service request.

Support Contact Email Address field

The email address of the contact who is notified when a service request is created using this catalog item.

Specify OS drop-down list

Choose the type of OS installed on the VM when it is provisioned.
Note:
This option is not supported in the RHEV KVM Connector.

Specify Other OS field

Specify an OS that is not available in the Specify OS list.

Note:
This option is not supported in the RHEV KVM Connector.

Specify Applications check box list

Check the appropriate check boxes to specify applications from the Select Items dialog box. These applications are installed on the VM during provisioning.

Note:
This option is not supported in the RHEV KVM Connector.

Specify Other Applications field

Specify other applications that are not available in the Select Items dialog box.

Note:
This option is not supported in the RHEV KVM Connector.

Application Code field

Specify an application code that is used in the VM name.

The application code can be between 1 to 4 characters (for example: W2K3, DB, WS). The application code can be used in a system policy for the VM name by using the variable ${APPCODE}.

For example, if the VM Name Template is vm-${GROUP_NAME}-${APPCODE}, the VM provisioned with the system policy has the name vm-groupname-W2K3.

Note:
This option is not supported in the RHEV KVM Connector.

Step 8

Click Next.

Step 9

In the User Credentials pane, complete the following fields:

Name

Description

Credential Options drop-down list

Choose to allow or disallow users to retrieve VM access credentials (shared).

User ID field

The user ID.

Note:
This field is available only if a choice is made under Credential Options.

Password field

The user password.

Note:
This field is available only if a choice is made under Credential Options.

Step 10

Click Next.

Step 11

In the Customization pane, complete the following fields:

Name

Description

Automatic Guest Customization Enable check box

Check the check box to enable automatic guest customization.

If you do not check this check box, then Cisco UCS Director does not configure the DNS, Network, and Guest OS properties.

Post Provisioning Custom Actions check box

Check the check box to enable execution of an orchestration workflow after VM provisioning.

Workflow drop-down list

Choose a defined workflow for provisioning.

Note:
This option appears when Post Provisioning Custom Actions is checked.

Virtual Storage Catalog Enable check box

Check the check box to select storage entries from the Virtual Storage catalog.

Virtual Storage Catalog drop-down list

Select a storage entry from the catalog.

Note:
This option appears when the Virtual Storage Catalog Enable check box is checked.

Cost Computation

Charge Duration drop-down list

Choose Hourly or Monthly.

Active VM Application Cost field

The cost for the application that is included in the template.
Note:
Not supported in the RHEV KVM Connector.

Inactive VM Application Cost field

The cost to this catalog of a VM in inactive state, per hour or month.
Note:
Not supported in the RHEV KVM Connector.

VM Life Cycle Configuration

Lease Time check box

Check the check box to define a lease time (in days and hours).

Day field

Specify the number of days.

This field is visible only when you check the Lease Time check box

Hours field

Specify the number of hours.

This field is visible only when you check the Lease Time check box

Hide end user lease configuration check box

Check the check box to prevent service end users from configuring a lease time for VMs.

Hide end user VM provision later check box

Check the check box to prevent service end users from provisioning VMs at a later time.

Step 12

Click Next.

Step 13

In the VM Access pane, complete the following fields:

Name

Description

Web Access Configuration

Enable check box

Check the check box to enable web access to the VM. By default, this check box is unchecked which means that web access to the VM is disabled.

URL field

The URL of the VM.

Note:
This option appears when Web Access Configuration is checked.

Label field

The label that is defined for this URL

Note:
This option appears when Web Access Configuration is checked.

Remote Desktop Access Configuration

Enable check box

Check the check box to enable remote desktop access to the VM. By default, this check box is unchecked, which means that remote desktop access to the VM is disabled.

Server field

The IP address of the server for remote access.

Note:
This option appears when Remote Desktop Access Configuration is checked.

Port field

The port number on the server for remote access.

Note:
This option appears when Remote Desktop Access Configuration is checked.

Label field

The label that is defined for this remote access.

Note:
This option appears when Remote Desktop Access Configuration is checked.

VMRC Console Configuration

Enable check box

Check the check box to enable VMRC console access to the VM. By default, this check box is unchecked, which means that the VMRC console access to the VM is disabled.

Step 14

Click Next.

Step 15

Review the catalog information in the Summary page.

Step 16

Click Submit.

Preface

- Audience

- Conventions

- Related Documentation

- Documentation Feedback

- Obtaining Documentation and Submitting a Service Request

Audience

This guide is intended primarily for data center administrators who use Cisco UCS Director and who have responsibilities and expertise in one or more of the following:

- Server administration

- Storage administration

- Network administration

- Network security

- Virtualization and virtual machines

Conventions

Text Type

Indication

GUI elements

GUI elements such as tab titles, area names, and field labels appear in this font.

Main titles such as window, dialog box, and wizard titles appear in this font.

Document titles

Document titles appear in this font.

TUI elements

In a Text-based User Interface, text the system displays appears in this font.

System output

Terminal sessions and information that the system displays appear in this font.

CLI commands

CLI command keywords appear in this font.

Variables in a CLI command appear in this font.

[ ]

Elements in square brackets are optional.

{x | y | z}

Required alternative keywords are grouped in braces and separated by vertical bars.

[x | y | z]

Optional alternative keywords are grouped in brackets and separated by vertical bars.

string

A nonquoted set of characters. Do not use quotation marks around the string or the string will include the quotation marks.

< >

Nonprinting characters such as passwords are in angle brackets.

[ ]

Default responses to system prompts are in square brackets.

!, #

An exclamation point (!) or a pound sign (#) at the beginning of a line of code indicates a comment line.

Note

Means reader take note. Notes contain helpful suggestions or references to material not covered in the document.

Caution

Means reader be careful. In this situation, you might perform an action that could result in equipment damage or loss of data.

Tip

Means the following information will help you solve a problem. The tips information might not be troubleshooting or even an action, but could be useful information, similar to a Timesaver.

Timesaver

Means the described action saves time. You can save time by performing the action described in the paragraph.

Warning

IMPORTANT SAFETY INSTRUCTIONS

This warning symbol means danger. You are in a situation that could cause bodily injury. Before you work on any equipment, be aware of the hazards involved with electrical circuitry and be familiar with standard practices for preventing accidents. Use the statement number provided at the end of each warning to locate its translation in the translated safety warnings that accompanied this device.

SAVE THESE INSTRUCTIONS

Related Documentation

Cisco UCS Director Documentation Roadmap

For a complete list of Cisco UCS Director documentation, see the Cisco UCS Director Documentation Roadmap available at the following URL: Click Here .

Cisco UCS Documentation Roadmaps

For a complete list of all B-Series documentation, see the Cisco UCS B-Series Servers Documentation Roadmap available at the following URL: Click Here .

For a complete list of all C-Series documentation, see the Cisco UCS C-Series Servers Documentation Roadmap available at the following URL: Click Here .

Note

The Cisco UCS B-Series Servers Documentation Roadmap includes links to documentation for Cisco UCS Manager and Cisco UCS Central. The Cisco UCS C-Series Servers Documentation Roadmap includes links to documentation for Cisco Integrated Management Controller.

Documentation Feedback

To provide technical feedback on this document, or to report an error or omission, please send your comments to ucs-director-docfeedback@cisco.com. We appreciate your feedback.

Obtaining Documentation and Submitting a Service Request

For information on obtaining documentation, using the Cisco Bug Search Tool (BST), submitting a service request, and gathering additional information, see What's New in Cisco Product Documentation.

To receive new and revised Cisco technical content directly to your desktop, you can subscribe to the What's New in Cisco Product Documentation RSS feed. RSS feeds are a free service.

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