Capacity Planner Installation Guide
Capacity Planner Installation Guide
EN-000073-00
Installation Guide
You can find the most up-to-date technical documentation on the VMware Web site at: http://www.vmware.com/support/ The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: [email protected]
2009 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at http://www.vmware.com/go/patents. VMware, the VMware boxes logo and design, Virtual SMP, and VMotion are registered trademarks or trademarks of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies.
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Contents
1 Preinstallation Requirements 7
System Connections 7 Data Collection Methods 7 Data Manager System Requirements 8 Target System Platforms 10 Security, Network, and Firewall Requirements Preinstallation Checklist 13
11
Download the Installation Package Install a New Collector 16 Upgrade an Existing Collector 17 Start the Data Manager 17 User Credentials 18 Verify Administrator Account 18 Automatic Collector Updates 19
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Index 23
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Installation Guide
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The Capacity Planner Installation Guide provides the installation prerequisites and installation and uninstallation instructions for VMware Capacity Planner.
Intended Audience
This book is intended for technical VMware personnel (consultants, PSO, training, tech support, and so on) and VMware partners who are responsible for installing and using the Capacity Planner in assessment engagements.
Document Feedback
VMware welcomes your suggestions for improving our documentation. If you have comments, send your feedback to [email protected].
Getting Started with Capacity Planner 2.7. Introduces the product. Capacity Planner 2.7 Installation Guide. Explains preinstallation preparation and planning, installation requirements, installing, initial setup and configuration, and uninstalling. Capacity Planner 2.7 Troubleshooting Guide. Describes common issues that might occur, such as problems with connectivity, discovery, or data collection, and tips for fixing the problem. Capacity Planner 2.7 Reference Guide. Provides detailed information about inventory objects, performance counters, Linux and UNIX utilities, and Linux and UNIX data collection scripts. Capacity Planner 2.7 Release Notes. Late-breaking news and description of known issues and workarounds. Capacity Planner online help. Conceptual and procedural information to help you complete a task.
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To access the current version of this book and other books, go to http://www.vmware.com/support/pubs/capacity_planner.
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Installation Guide
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Preinstallation Requirements
Before you install the Data Manager on a host system, preinstallation requirements must be met. The consultant conducting the assessment must have completed the Capacity Planner course. This chapter includes the following topics:
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System Connections, on page 7 Data Collection Methods, on page 7 Data Manager System Requirements, on page 8 Target System Platforms, on page 10 Security, Network, and Firewall Requirements, on page 11 Preinstallation Checklist, on page 13
System Connections
To discover, inventory, and collect data from target systems, the collector must be able to access the target systems with sufficient privileges to allow it to collect the data that is used for the assessment. The assessment team must include at least one person who can identify and correct connection issues for the collector. This person must identify which accounts are used to connect to the target systems and make sure that each account has the correct permissions for accessing data by one of the data collection methods.
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Installation Guide
Linux and UNIX data collection is done through shell scripts using standard Linux and UNIX utilities to collect data from the target machines. Methods used to collect data are:
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Remote execution of shell scripts run from the collector machine Local execution of shell scripts that are installed and executed on the target machine
Microsoft Windows 2000 (Server or Professional) SP3 Microsoft Windows XP Professional, Microsoft Windows Server 2003, P1 (Microsoft Windows 2008)
NOTE The Collector can be installed on a 64-bit system and collect data, but it runs in 32it mode. The system the Collector is installed on must meet the following requirements:
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If installed on a Windows 2003 system, the Win32_Product class must be installed. Windows Management Instrumentation (WMI) or Remote Registry must be installed. Connection to the Internet with network bandwidth of 20,000 bytes/sec during collection.
Requirements Table CAUTION If you are installing the Collector on Windows 2003 Server and are collecting from Windows 2000 systems, you must use Windows Server 2003 R2 SP2 only.
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Minimum Requirement Physical or virtual machine Windows 2000 (Server or Professional) Windows XP Professional Windows Server 2003 Minimum 1.5GHz CPU Minimum 1GB RAM 2GB of free disk space Connection to the Internet
Comments One collector can monitor up to 500 systems, although 250 is usual.
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English Windows version required If installed on Windows XP SP2, the Windows firewall must be turned off.
Connection enables access to the Capacity Planner Dashboard from the Collector's system.
Browser
Set up a Windows user account for the collector service in one of the following ways.
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Set up the account and define the necessary permission before starting the installation. The collector service starts up automatically when the installation is complete. Set up the account, but not the privileges. When you specify the account during installation, the installer checks for these privileges and notifies you. You can do one of the following:
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Cancel the installation, grant the permissions to the user, and restart the installation from the beginning. When the installation is finished, the service starts up. Proceed with the installation and let it complete. The service does not start up at that time. Grant the permissions to the user and manually start the service before proceeding with setting up the collector.
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Installation Guide
Supported Platforms
Platforms might be added or deleted at any time. Check the Release Notes for changes to the list of supported platforms. Supported target system platforms are listed in Table 1-2 Table 1-2. Supported Target System Platforms
Microsoft Windows Windows NT 4.0 Server Windows NT 4.0 Professional Workstation Windows 2000 Server / Advanced Server / Datacenter Windows 2000 Server (64-bit Itanium) Windows 2000 Professional Workstation Windows XP Professional Windows XP Professional (64-bit x86 / EM64T / AMD64) Windows 2003 Server Windows 2003 Server (64-bit Itanium) Windows 2003 Server (64-bit x86 / EM64T / AMD64) Linux and UNIX Sun Solaris 7 (SPARC) Sun Solaris 8 (SPARC) Sun Solaris 9 (SPARC) Sun Solaris 9 (x86) Sun Solaris 10 (SPARC) Sun Solaris 10 (x86) HP-UX 10.xx (PA-RISC) HP-UX 11 (PA-RISC) HP-UX 11.11 (PA-RISC) HP-UX 11.22 (PA-RISC) HP-UX 11.23 (Itanium) SUSE Linux Enterprise Server 9 SUSE Linux 10 SUSE Linux 9 SUSE Linux 8 RedHat Linux 9 RedHat Linux 8 RedHat Enterprise Linux (ES/AS/WS) 4 RedHat Enterprise Linux (ES/AS/WS) 3 AIX 5.1 AIX 5.2 AIX 5.3
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Security Requirements
The collector must be able to connect to all the target systems to be monitored using specific protocols and ports. The collector uses these ports to pass the credentials to the target system and to collect the actual data. The required ports are general-purpose communication ports that are used for file and print sharing and authentication. On Windows systems, the following ports must be open for a TCP connection: 135, 137 through 139, and 445. On Linux and UNIX systems, port 22 is required for Secure Shell (SSH).
Trusted Domains
The collector host does not have to be in a trusted domain. The fully qualified account that the collector uses for connection to the target systems must be one of the following:
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Account of the target system Account of the target system domain Account of a trusted domain of the target system
NOTE Trust relationships are transitive in Windows 2000 and later. The trust relationship extended to one domain is extended automatically to any other domain that the domain trusts. The following example illustrates the transitive trust relationship: 1 2 3 4 5 6 User A belongs to Domain A and can connect to any system in Domain A. Computer C belongs to Domain C. Domain B trusts Domain A, allowing Domain A users to connect to Domain B systems. Domain C trusts Domain B, allowing Domain B users to connect to Domain C systems. Domain C trusts Domain A and allows Domain A users to connect to Domain C systems. Computer C (a system in Domain C) allows connection from User A (a Domain A user).
Transitive trust relationships did not exist for Windows NT 4.0 or any Windows system that preceded Windows 2000. Therefore, Windows NT 4.0 accounts must be in the same domain as the collector or in a directly trusted domain.
Account Privileges
An account with local administrative rights to the target system is required to collect information. On Windows systems, the collector gathers inventory and performance data through WMI, the registry, and Perfmon. The quickest way to collect information is through a domain administrator account or any account with administrator rights to all or most of the target systems. If no appropriate domain account exists, you can specify an account for each system after the collector discovers it.
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For Linux or UNIX systems, data is collected using several SSH scripts:
n n n n n n aog_setup.sh aog_inv.sh aog_inv_cron.sh aog_perf.sh aog_perf_cron.sh aog_config_perf.sh
If you are not using the Data Manager to collect the data from the target Linux and UNIX machines, a root or account that is granted sudo privileges is required to execute the shell scripts from the command line. Root access is required to use tools, such as showmount and dmidecode.
Network Authentication
Network authentication requires that file and print services and remote procedure calls (RPCs) are enabled on target Windows systems. If the collector uses a domain account, you must be able to contact a domain controller to authenticate the account.
Firewall Considerations
Firewalls protect the resources of private networks from unauthorized users from other networks. Firewalls can also prevent access by legitimate administrative users. With the collector, you can specify an account that allows connection to a target system or trusted domain. If you cannot establish a connection directly between a target system or a group of target systems and the collector or a trusted domain, the collector uses either a local account in the domain containing the target system or a local account on the target system. A firewall can affect a trust relationship. For example, a firewall might be open for the collector to connect to a target system with a domain account, but the firewall might inhibit connection from that system to a trusted domain to validate the provided account. When a firewall is present within a network, install the collector and Data Manager on an additional system that resides within the firewall.
Bandwidth Utilization
You must consider the effect of data collection on the network with regard to the rated network bandwidth. In general, peaks of 20,000 bytes per second can be expected for each collector when it requests inventory data or when it collects performance data. The performance data peak estimate presumes the collection of 500 performance counters per collection from four target systems.
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Preinstallation Checklist
This preinstallation checklist is designed to be used when you prepare for the initiation of an assessment.
Assessment Team
The assessment team should have this knowledge. These are the requirements for the assessment team.
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Be familiar with VMware Capacity Planner concepts and requirements for setting up a collector. Be certified for implementing Capacity Planner. Purchase appropriate services for the assessment and obtain instructions on downloading the installation file. Have Windows expertise in these areas.
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Get access to the installation download file. Calculate the number of systems to use for hosting the collector by dividing the number of expected target system by 500. Determine the location or collector host. Determine the date of availability of host systems for installation of the collector. Determine whether each host system meets minimum system requirements. On each collector, obtain an administrator-level account to set up for the collector. An administrator account is also required to install the collector and Data Manager.
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Servers Workstations
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Number of target systems for full analysis (discovery, inventory, and performance data collection) Servers Workstations
DMZ
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Know the number of target servers in DMZ. You might have to install a collector in the DMZ. You must be an administrator for each target system All target systems must be visible on the collector
On each target Windows system, make sure that the following are enabled:
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Windows Management Instrumentation (WMI) Remote Registry Performance Monitor (Perfmon) File and print services
On each target UNIX or Linux system, make sure that port 22 is open and the sshd daemon is running and available.
Network Requirements
Before you can install the collector, gather the following network requirements. Be sure you have the following information available
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User ID, password, and port numbers for the proxy server (if required) Sufficient network bandwidth to collect performance data from all target systems within a one-hour period Bandwidth is determined by the number of systems targeted for full analysis and the number of performance counters designated for the collection.
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After you have downloaded the collector, you install it using the installer program. To create a clean installation on a system that has a previous version of the collector and existing data that you no longer want to keep, uninstall the collector before running the installer. If you have a version of the collector installed and you want to retain the existing data, the installer retains any existing data that you defined and collected. Before you begin the installation process, you must know the user ID and password for the administrative account that is specified as the collector service account. Even if the installer program detects that an older version of Capacity Planner is installed and offers you the option of uninstalling it, this method of uninstalling the application does not remove the old data. Because the collector attempts to update the old database, remove the old installation before you begin the new installation. The collector installation process includes the following tasks: 1 2 3 (Optional) Uninstall the old version for a clean installation. Download Capacity Planner. Run the installer program.
Download the Installation Package, on page 15 Install a New Collector, on page 16 Upgrade an Existing Collector, on page 17 Start the Data Manager, on page 17 User Credentials, on page 18 Verify Administrator Account, on page 18 Automatic Collector Updates, on page 19
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Procedure 1 2 3 Log in to the Web site with the user name and ID. Click Portal. On the Resources page under Product Downloads, click the link for the current collector build. If multiple collector builds are listed, the highest number is the latest version. 4 Download the file.
The user is assigned to the local Administrators group. The specific user, or a group it belongs to, such as the Administrators group, has permission to log in to Windows as a service.
If the collector service account does not meet these requirements, the service cannot start. The collector service account is not the same as the Global Connection Account that the collector uses to query target machines for their system information. The setup wizard authenticates the collector service account information. If the specified user cannot be authenticated, a warning appears. Procedure 1 2 3 4 5 6 7 Double-click the file that you downloaded. Click Run. Accept the defaults by clicking Next. Click Yes to accept the terms of the license agreement. Click Next to accept the default destination folder or click Change, designate an alternative destination folder, and click Next. Enter the user name, password, and domain to use as the service account for this collector and click OK. Click Install. NOTE If the installation program encounters Windows error 1931, click OK, continue the installation, and see the Windows online help for more information. 8 Click Finish. As the installer finishes, it registers and starts the collector service.
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If the previous installation is the same version as the current installation, the installer uninstalls the collector. You must run the installer again to install the new collector. If the previous installation is an older version of Capacity Planner, the installer upgrades the collector.
Confirming the automatic upgrade retains all of the settings from the previous installation and allows you to continue your assessment with the newly installed software. If you retain the database from the previous installation, the Data Manager does not automatically start the setup wizard for this new collector, and you must manually run the wizard after installing the new collector. Procedure 1 2 3 Double-click the file that you downloaded. Click Run. Click Yes. When the wizard completes the configuration of the Windows Installer, the wizard indicates that it is resuming the installation. 4 Click Next. The wizard installs Capacity Planner. You might have to restart your system if changes were made to the Windows Registry. 5 Click Finish. If you restart your computer, the collector service starts automatically. What to do next Verify the state of the collector service.
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User Credentials
You must enter valid user credentials for authentication. The collector runs as an automatic Windows service that starts whenever its host system is started. At the end of the installation process, the installer registers and starts the service. With the account information that you provide in the setup wizard, the installer attempts to authenticate the user. If authentication fails, a message box appears. Enter valid user credentials. If authentication succeeds, the installer checks whether the account has permission to log in to Windows as a service on either the user or group level. If the account does not have permission, the installer automatically assigns permission to the account in the local system policy of the host system and proceeds with the installation. The installer cannot register or start the service if any domain policy blocks it. If this occurs, specify another service account. After the collector service starts, control of the actual data collection is guided by configurations that you set for the data collection jobs. Table 2-1 summarizes the variations of user credentials that can be specified and the resulting installer action. Table 2-1. User Credentials and Installer Action
Type of Account Domain Local Administrator? Yes User Name Valid Valid Invalid Valid Domain No Valid Valid Invalid Valid Local Yes Valid Valid Valid Password Valid Valid Valid Invalid Valid Invalid Valid Valid Valid Valid Valid Domain Name Valid Blank Valid Valid Valid Valid Valid Invalid Blank machine name Non-blank (assumed to be a domain name) blank or machine name Installer Action (Authentication) Passes Assumes account is a local account and authenticates as such. Fails Fails Passes, but service does not start. Fails Fails Fails Passes (assumed to be a local account) Passes Attempts to authenticate as a domain account Authenticates as a local account, but service does not start.
No
Valid
Valid
If the machine you install the collector on is not in a domain (that is, it is in a workgroup), you can leave the domain name field blank and the installer automatically adds the system name.
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Procedure 1 2 3 In the Windows Control Panel, choose Administrative Tools. In the Administrative Tools window, double-click Services. In the Services window, scroll down the Name column to find VMware Capacity Planner Service. The Startup Type column shows that the service is Automatic, which means that it starts whenever Windows is started. The Status column shows that the service is Started. 4 5 6 Right-click the name of the service. To confirm that the service user is properly defined for the collector, click Log On. Verify that an administrator-level account with the privilege to log in as a service is defined as This account and that the service is not running as a local system account.
Collector binaries Third-party binaries UNIX scripts Other utility scripts Updater component Product manifest file that contains information about all the components in the collector, including name, location, and checksum information Any new package that contains new components
When an automatic update occurs, the Data Manager shuts down and the Collector Service restarts.
Verify Update
After an update you must verify that the checksums of the newly downloaded components match those in the Dashboard manifest. During an automatic update, the manifest from the Capacity Planner Dashboard is downloaded to the Collector as part of a data synchronization task. The Dashboard manifest is compared to the collector manifest. If the checksums of the manifest files match, the collector is current and no update is necessary. If they do not match, the changed components are downloaded from the Dashboard and installed in the collector. If errors are found, they are logged in the collector log file, the update is canceled, and the update failure is reported to the Dashboard. Procedure 1 2 3 4 Choose Admin > Options. Select the Jobs tab. Double-click the Scheduled - Data Synchronize job. Select the Tasks tab.
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5 6
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After you complete the assessment, you must remove the Data Manager and the Collector. You should also remove the directory structure and the data files. This chapter includes the following topics:
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Uninstall a Collector Service, on page 21 Remove the Data Manager and Data Files, on page 21
Stops any processes that are running. Stops the service (if it is running). Deletes the service and the list of system services from the system. Returns to the main Data Manager window.
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To confirm that the collector service is uninstalled, select Admin > Collector menu. Close the Data Manager window.
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Index
A
account privileges 11 accounts for installation 18 Active Directory 8 AIX systems supported 10 assessment, pre-installation checklist 13 authentication, requirements 12
G
Global Connection Account 16
H
host system account required 11 determining number of 9 requirements 8 HP-UX systems supported 10
B
bandwidth utilization during collection 12 binaries 19 browser 8
I
impact of collection 12 installation, user credentials 18 installation package 15 installer 17
C
checklist assessment team pre-installation 13 collector pre-installation 13 network systems pre-installation 14 pre-installation 13 target systems pre-installation 14 checksum 19 collection, impact on system bandwidth 12 collector, service 18 Collector account information 12 host system requirements 8 install 15 pre-installation checklist 13 collector deprecation 8 collector host 8 collector service, account 16 component updates 20 connection accounts 12 CPU 8
L
Linux collection 10 LInux utilities 7
M
manifest checksum 20 memory 8 Microsoft Jet database 12
N
nbstat 7 network connections, requirements 12 network systems pre-installation checklist 14 number of host systems 9
P
Perfmon 7 platforms supported 10 pre-installation checklist 13 preinstallation 7 privileges, Collector accounts 11 product manifest 19
D
data files 21 Data Manager 17 Data Manager,remove 21 data syncronization 19 directory structure 21 domain, policy for services 18
R
realistic performance statistic 9 RedHat Linux systems supported 10 Remote Registry 7, 8
F
file and print sharing 7
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requirements Collector host system 8 host system account 11 Linux and UNIX 10 network connection 12 security and network 11 RPC monitor 7
trusted domains 11
U
uninstall collector 21 uninstalling 21 UNIX 19 UNIX collection 10 UNIX utilities 7 updater 19 upgrade 17 user account 9 user credentials for installation 18 utility scripts 19 utilization of bandwidth 12
S
security requirements 11 service domain policy 18 Service Properties dialog 18 SSH 7 status, collector service 18 Sun Solaris systems supported 10 supported platforms 10 SUSE Linux systems supported 10 system connections 7 system requirements 8 systems supported 10
V
verify update 19 VMware Capacity Planner Service Properties dialog 18
W
WAN 9 Windows Registry 17 WMI 7, 8
T
target systems, UNIX and Linux 10 target systems pre-installation checklist 14 target systems supported 10
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