Ibm smart cloud entry+ for system x user guide

IBM
IBM SmartCloud Entry+ for System X
User Guide - Version 2.2

This edition applies to version 2, release 2, modification 0 of IBM SmartCloud Entry+ for
System X (product numbers 5641-SK1 and 5641-SK3) and to all subsequent releases and
modifications until otherwise indicated in new editions.

© Copyright International Business Machines Corporation 2011.
US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP
Schedule Contract with IBM Corp.

Table of Contents
Introduction........................................................................................................................1
Using IBM SmartCloud Entry...........................................................................................2
Using IBM Systems Director Standard Edition................................................................2
Using Tivoli Provisioning Manager for Images (TPMfi).................................................2
Creating boot media.................................................................................................................3
Capturing virtual images.........................................................................................................3
Deploying virtual images.........................................................................................................4
Converting a VMware virtual machine to an IBM SmartCloud Entry appliance..............5
Related Information.................................................................................................................6

IBM SmartCloud Entry+ for System X 2

Introduction
IBM® SmartCloud Entry+ for System X (delivered as IBM Starter Kit for Cloud x86
Edition) solution is an integrated cloud management platform that is designed to be
quickly installed and operational. The IBM SmartCloud Entry is implemented as a
lightweight Web-based application that runs as an Open Services Gateway initiative
(OSGI) application. It is installed as a pre-integrated software stack, and delivered as
virtual images that automate IT service deployment in a virtual environment. IBM
SmartCloud Entry provides resource monitoring and cost management for a cloud-based
architecture. In addition, a supplemental virtual server is created for Tivoli® Provisioning
Manager for Images (TPMfI). TPMfI provides a simple way to discover, capture, store
and deploy virtual images and physical server images from a single repository.
IBM SmartCloud Entry version 2.2 supports management of VMware hypervisors only.
IBM SmartCloud Entry’s self-service capabilities simplify the process of performing
many common public or private Cloud operations such as:
• Provisioning and de-provisioning virtual servers (process known as deploying)
• Capturing a workload to create a new virtual appliance
• Starting up and shutting down virtual servers
• Resizing existing virtual servers
• Creating projects to give team-specific access to workloads
• Providing network configurations which set unique network properties to different
workloads
• Billing, accounting, and metering support
• Providing request and approval workflow support
Tivoli Provisioning Manager for Images (TPMfI) provides the following capabilities to
manage the virtual images created and utilized in IBM SmartCloud Entry x86 Edition:
• Reduces labor costs by better managing “image sprawl”—Discover, capture, store
and deploy virtual images and physical server images from a single repository
• Optimizes server assets and reduces energy costs with anywhere-to-anywhere
server image conversions (Physical-to-Virtual, Virtual-to-Physical or Virtual-to-
Virtual)
• Improves your agility and flexibility through snapshot/restore of servers with
complete hardware independence


Using IBM SmartCloud Entry
IBM® SmartCloud Entry is a self-service portal for the Cloud end user that enables users
to serve themselves and maintain control over the allocation of resources.
IBM SmartCloud Entry user documentation is provided in the IBM SmartCloud Entry
Users Guide available at
https://www.ibm.com/developerworks/mydeveloperworks/wikis/home?
lang=en#/wiki/W21ed5ba0f4a9_46f4_9626_24cbbb86fbb9/page/Documentation.

Using IBM Systems Director Standard
Edition
Systems Director is a component that can be optionally installed to provide system
management and health reporting.
The user documentation is available within the Systems Director Information Center at
https://publib.boulder.ibm.com/infocenter/director/v6r2x/topic/com.ibm.director.editions.
doc_6.2.1/editions_x86_standard_t_installing.html

Using Tivoli Provisioning Manager for
Images (TPMfi)
TPMfI provides improved image management capabilities, including the capture and
deployment of physical or virtual systems, anywhere-to-anywhere server image
conversions, and snapshot/restore of servers with complete hardware independence.
The primary use of TPMfI within IBM SmartCloud Entry x86 Edition is to create a
deployable appliance from an existing workload. Described in this section are the steps
required to complete this task:
1. Creating boot media
2. Capturing the virtual image
3. Deploying the virtual image
4. Converting VMware Virtual Appliance to IBM SmartCloud Entry Appliance
Details on additional uses can be found within the TPMfI Information Center at
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/topic/com.ibm.tivoli.tpm.osdimg.d
oc/welcome/osdimgwelcome.html


Creating boot media
To begin the process of creating a deployable appliance from an existing workload, boot
the target machine with TPMfI generated boot media. This boot media is generated using
the Deployment Media Wizard.
Follow these steps to create boot media using the Deployment Media Wizard:
1. Ensure that Windows Automated Installation Kit (AIK) is installed on the TPMfI
server. For instructions, see Windows AIK in the Tivoli Information Center at
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/topic/com.ibm.tivoli.tpm.osd.
doc/deploy/cosd_waik.html.
2. In TPMfI, go to the Task Templates and the System Profiles page.
3. Click Generate media at the bottom of the page.
4. Select Create a generic network boot CD/DVD. Click Next.
5. If the IP address of the booted machine is to be obtained automatically, select
Dynamic IP address with DHCP. Otherwise, select Static IP address.
6. The boot media is produced as an ISO file that is stored in the file location on the
machine running the web interface extensions provided.
7. Make the generated ISO file available to the target system. You can do this using one
of the following methods:
◦ Mount the ISO file as an optical device in a virtualized environment. Consult
the documentation for your virtualization solution for more information.
◦ Burn the ISO file to physical media and place in the optical drive from which
you will boot the system.
For detailed instructions, see Creating a network boot CD or DVD with the wizard in the
TPMfI Information Center at
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/topic/com.ibm.tivoli.tpm.osd.doc/
deploy/tosd_pxecd.html.

Capturing virtual images
Use the system capture process to produce a virtual image of of a physical or virtual
system and store it on the TPMfI server. One use of the captured image is deployment to
VMware for conversion into a deployable IBM SmartCloud Entry appliance. Additional
uses for images are detailed in the TPMfI Information Center.
To capture a virtual image, follow these steps:
1. Ensure the source system has network access to the TPMfI management server.
2. Boot the source system using the boot media generated earlier that is specific to the
operating system being captured.
3. Connect to TPMfI when prompted.


4. In TPMfI, select OS deployment → Target monitor.
5. When the source system is listed, select Advanced Features → Image Monitor.
6. Click New Image.
7. When prompted, find and select the source system as the source machine.
8. TPMfI contacts the VM, prepares, and exports the virtual image. When complete,
choose the appropriate action to take on the source system: Reboot, Shutdown, or
Boot on OS.
9. Click Finish.
10. The Image Monitor shows the newly captured image.
The process is described in detail by the TPMfI Information Center at
oc/deploy/tosd_capturingvirtualim.html
Some considerations when capturing a server:
• In most instances, at least 1GB of RAM must be present on the source system.
• Capturing a Windows image requires disk and network drivers to be bound in the
WinPE 3.0 deployment engine used to create the boot media. Additional information
is available at
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/topic/com.ibm.tivoli.tpm.osdi
mg.doc/deploy/tosd_bindingdrivers2image.html
• If capturing 64-bit Red Hat Enterprise Linux, consult
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/topic/com.ibm.tivoli.tpm.osdi
mg.doc/deploy/tosd_capturingvirtualim.html for special instructions.
• Source systems containing proprietary file systems are not supported. The file
systems must be deleted or formatted to a supported format.
• Ensure that the OS partition precedes data partitions. While capture will succeed, a
subsequent deployment will fail.
• Ensure that the system does not contain four primary partitions. The fourth must be a
logical partition. While capture will succeed, a subsequent deployment will fail.

Deploying virtual images
Use the deployment process to produce a running virtual or physical machine from an
image contained in the TPMfI image library. You can deploy an image to VMware, and
then convert the image into an IBM SmartCloud Entry appliance.
Follow these steps to deploy a virtual image:
1. If you want to create an IBM SmartCloud Entry appliance, create a new VMware
virtual machine for the operating system to be deployed. The VMware virtual
machine must have network access to the TPMfI management server.


2. Boot the target system using the boot media generated earlier that is specific to the
operating system being deployed.
3. Connect to TPMfI when prompted..
4. In TPMfI, select OS deployment > Target monitor.
5. When the target system is shown, right click on it and select Context → Deploy
now.
6. When prompted, select only Deploy an operating system from a virtual image
(system snapshot). Click Next.
7. Select Simple deployment.
8. Select the correct deployment scheme. Click Next.
9. Select the virtual image to deploy. Click Next.
10. If desired, select a deployment date and time. Otherwise, click Next to deploy
immediately.
11. The task may be monitored on the Task page or by using the system console. When
finished, choose the appropriate action to take on the target system: Reboot,
Shutdown, or Boot on OS.
The process is described in detail by the TPMfI Information Center at
oc/deploy/tosd_deployimage.html
Some considerations when deploying a server:
• The minimum hard drive size on the target system is 10GB for 32-bit Windows and
20GB for 64-bit Windows.
• Deploying a virtual image with a type of hard disk different from that of the target is
available for 32-bit images only.

Converting a VMware virtual machine to an IBM
SmartCloud Entry appliance
VMware virtual machines must be converted into an IBM SmartCloud Entry appliance to
enable the deployment from within IBM SmartCloud Entry. Converting a VMware
virtual machine into an IBM SmartCloud Entry template requires first converting the
virtual machine into a VMware virtual machine template, then discovering the template
using IBM SmartCloud Entry.
NOTE: Verify that the virtual machine has the latest version of VMware Tools installed
prior to conversion.
Follow these steps to convert a VMware VM to an IBM SmartCloud Entry appliance:
1. Shut down the virtual machine.
2. Browse to the virtual machine in the vCenter Client.


3. Right-click on the virtual machine, select Template,
4. Select Clone to Template to keep the runnable VM, or Convert to Template.
5. Name the template and select the desired inventory location. Click Next.
6. Select the cluster or host to store the template. Click Next.
7. Select the datastore to store the template files. Click Next.
8. Select the appropriate virtual disk format. Click Next.
9. Verify the settings. Click Finish.
The VMware virtual machine template can now be discovered and configured for
deployment within IBM SmartCloud Entry. The process is detailed in the Configuring
virtual appliances section of the IBM SmartCloud Entry Administrators Guide.
If the conversion fails, see the Steps to troubleshoot failed conversions in the VMware
Knowledge Base at http://kb.vmware.com/selfservice/microsites/search.do?
language=en_US&cmd=displayKC&externalId=1004050

Related Information
Getting started
oc/deploy/cosd_getstartimages.html
User's Guide
oc/deploy/cosd_getstart.html


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