Learning VMware vRealize Automation - Sriram Rajendran - E-Book

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Sriram Rajendran

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Beschreibung

Learn the fundamentals of vRealize Automation to accelerate the delivery of your IT services

About This Book

  • Learn to install the vRealize Automation product in a distributed architecture using a load balancer
  • Plan backup and recovery strategies for every vRealize automation component
  • Use vRealize Automation to manage applications and improve operational efficiency using this simple and intuitive guide

Who This Book Is For

This book is for anyone who wants to start their journey with vRealize Automation. It is your one-stop instruction guide to installing and configuring a distributed setup using NSX load balancer. Regardless of whether or not you have used vRealize Automation before, following the steps provided in each chapter will get you started with the product.

What You Will Learn

  • Understand the basic building blocks of vRealize Automation before embarking on the journey of installation
  • Familiarize yourself with the requirements and steps that need to be performed during the first phase of the distributed installation
  • Carry out a functional validation of the first phase of installation before completing the installation
  • Build a blueprint for vSphere endpoint, an essential step for a successful deployment of a service catalog
  • Create, configure, and deploy tenants, endpoints, blueprints, and the service catalog
  • Get to grips with the failover process for all components in vRealize Automation
  • Learn to configure the NSX loadbalancer for vRealize Orchestrator for high availability
  • Leverage ASD to develop XaaS (Anything as a Service) in vRealize Automation to deliver valuable competence

In Detail

With the growing interest in Software Defined Data Centers (SDDC), vRealize Automation offers data center users an organized service catalog and governance for administrators. This way, end users gain autonomy while the IT department stays in control, making sure security and compliance requirements are met. Learning what each component does and how they dovetail with each other will bolster your understanding of vRealize Automation.

The book starts off with an introduction to the distributed architecture that has been tested and installed in large scale deployments. Implementing and configuring distributed architecture with custom certificates is unarguably a demanding task, and it will be covered next. After this, we will progress with the installation. A vRealize Automation blueprint can be prepared in multiple ways; we will focus solely on vSphere endpoint blueprint. After this, we will discuss the high availability configuration via NSX loadbalancer for vRealize Orchestrator. Finally, we end with Advanced Service Designer, which provides service architects with the ability to create advanced services and publish them as catalog items.

Style and approach

This book takes a step-by-step approach, is explained in a conversational and easy-to-follow style, and includes ample screenshots . Each topic is explained sequentially through planning, preparing, installing, configuring, and validating of all vRealize Automation's components.

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Table of Contents

Learning VMware vRealize Automation
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Instant updates on new Packt books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. vRealize Automation and the Deconstruction of Components
What is vRealize Automation?
Key capabilities
A single solution of abstracted service models
Model once – deploy anywhere
Personalization through policies (governance)
Common use cases of vRealize Automation
vRealize Automation – a conceptual diagram
Identity management appliance or SSO or PSC
Identity management appliance
vSphere 5.5 SSO
vSphere 6.0 PSC
vRealize Automation or CAFÉ appliance
vPostgres
RabbitMQ
vCAC server
tcServer (Tomcat)
Telemetry
IaaS – architecture and component deep dive
Model Manager
Model Manager Data
Model Manager Web a.k.a. repository
MSSQL database
Manager Service
Distributed Execution Manager
DEM Orchestrator (DEO)
DEM Worker
Infrastructure agent
Management agent
Startup order
Shutdown order
Summary
2. Distributed Installation Using Custom Certificates
Getting started
Simple deployment architecture
Distributed deployment architecture
Planning and preparation
Infrastructure details
Distributed architecture
Bill of materials
Overview of the installation flow
Certificates
The certificate generation process
Creating vRA certificate templates
Adding a new template to certificate templates
Creating certificates
Identity management for authentication and authorization by vRA components
The identity (ID) appliance
vSphere 5.5 U1/U2 SSO
vSphere 6.0 PSC
Identity appliance configuration
Prerequisites
Configuration
NSX load balancer configuration
Prerequisite
Configuring the external vPostgres DB in HA for the vRealize Automation CAFÉ appliance
Prerequisites
Setup Details
vPostgres NSX load balancer configurations
Application Profile configuration
Service Monitoring configuration
Pool configuration
Virtual Server configuration
vPostgres configuration
Testing Replication
Postgres Monitor scripts
Configuration
Testing Monitor scripts
Updating the NSX load balancer configuration for vPostgres
Service monitoring configuration
Pool configuration
Configuring the CAFÉ appliance in HA
Prerequisites
Setup Details
CAFÉ NSX load balancer configurations
Application Profile configuration
Service Monitoring configuration
Pool configuration
Virtual servers configuration
CAFÉ configuration
Updating the NSX load balancer configuration for CAFÉ
Service Monitoring configuration
Pools configuration
IaaS installation
IaaS components HA modes and failover options
IaaS prerequisites and virtual machine preparation
Overview of the IaaS installation flow (only the first nodes)
Installing PFX certificate to IIS Web Server
Installation of the First Web node
Prerequisites
Setup Details
NSX load balancer configurations for IaaS web
Application Profile configuration
Service Monitoring configuration
Pool configuration
Virtual Server configuration
Checkpoint
IaaS WEB installation
Checkpoint
Installation of the first Manager Service and DEM Orchestrator node
Prerequisites
Setup Details
NSX load balancer configurations for IaaS MGR
Application Profile configuration
Service Monitoring configuration
Pool configuration
Virtual Server configuration
IaaS MGR and Orchestrator Installation (first/active node)
Checkpoint
Installation of the First DEM Worker and Proxy Agent
Prerequisites
Setup Details
Worker installation
Proxy Agent installation
Updating the NSX load balancer configuration for WEB and MGR
Service monitoring configuration for WEB
Service monitoring configuration for MGR
Summary
3. Functional Validation – Phase 1 and Installing Secondary Nodes
Validation test
Installing the second active web node
Prerequisites
NSX load balancer configurations for IaaS web
Pool configuration
Pools statistics after adding the second node
IaaS WEB installation (second node)
Installing the standby Manager Service and the DEM Orchestrator node
Prerequisites
NSX load balancer configurations for IaaS MGR
Pool configuration
Pools statistics after adding the second node
IaaS MGR and Orchestrator installation – (second/standby node)
Installing the second DEM Worker and proxy agent
Prerequisites
Worker installation
Installing the proxy agent
Health monitor URL
Summary
4. Configuring a Guest OS for vRealize Automation vSphere Blueprints
Guest agents
Preparing the vSphere guest OS template
Scope
GOS – Windows
Guest agent uninstall steps
GOS – Linux
Converting the VM to a template
Summary
5. Functional Validation – Phase 2 and Zero to VM Provisioning
An overview of creating a service catalog
Providing the required permissions in the vSphere Endpoint
Creating and configuring credentials
Configuring the vSphere Endpoint
Login validation
Configuring fabric groups
Configuring the machine prefix
Creating business groups
Configuring reservation policies
Configuring VM template and VM customization specifications in vCenter
Creating a vSphere blueprint
Creating a service
Configuring a catalog item
Creating an entitlement
Requesting a service catalog
Monitoring deployment status
Monitoring deployment by a user
Monitoring deployment by fabric administrator
Things to remember
Summary
6. Testing Failover Scenarios for vRealize Automation Components
vRealize Automation components and HA modes
Active-Active configuration
Active-Passive configuration
Failover of the identity management appliance
Failover of vPostgres
Choice 1 – identify active node via NSX load balancer
Choice 2 – identify master node via health monitor URL
Failover of CAFÉ appliance
The CAFÉ health monitor URL
Which CAFÉ node is active?
Failover test – state 1 (one active node failed)
Failover test – state 2 (failure of all the active nodes)
Failover of Model Manager Web
Failover of Manager Service
Finding the active node
Failover test
Symptoms
Effect and failover step
Failover of DEM Orchestrator
Which DEM Orchestrator is online and active?
Failover of DEM Worker and proxy agent
DEM Worker
Proxy agents
Summary
7. vRealize Orchestrator in High Availability via the NSX Load Balancer
Types of Orchestrator configuration
Active-Active
Active-Standby
Planning and preparing
Infrastructure details
Bill of materials
Generating Orchestrator certificates
Configuring the vRealize Orchestrator cluster
Configuring the setup
Prerequisites
Creating NSX load balancer configurations for CAFÉ
How to do it
Preparing the database
Configuring the first Orchestrator server
The Orchestrator configuration page
Configuring the database
Configuring certificates
Orchestrator server configuration continues
Installing the Orchestrator client
Installing plugins
Configuring the cluster
Export configuration
Configuring the second Orchestrator server
Configuring the NSX load balancer
Orchestrator NSX load balancer configurations
Configuring an application profile
Configuring service monitors
Configuring pools
Configuring virtual servers
vRealize Orchestrator high availability mechanism
Configuring vRO at CAFÉ or IaaS makes a difference!
Summary
8. The Power of Advanced Service Designer (ASD)
Advanced Service Designer overview
Enabling the ASD tab in vRA
Granting the service architect role
Assigning to a specific user
Creating a custom group and assigning the role
Configuring the advanced service endpoints (vRealize Orchestrator)
Service blueprint
Prerequisites
Service blueprint provisioning and post-provisioning operation
Creating a custom resource
Create a service blueprint
Creating a resource action
No actions required after provisioning a service blueprint
Summary
Index

Learning VMware vRealize Automation

Learning VMware vRealize Automation

Copyright © 2016 Packt Publishing

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Credits

Author

Sriram Rajendran

Reviewers

Sriram Balasubramanian

Kumaran Kamala Kannan

Sreekumar Nair

Aravind Sivaraman

Acquisition Editor

Rahul Nair

Content Development Editor

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Graphics

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Cover Work

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About the Author

Sriram Rajendran is a member of the CTO Ambassador program at VMware. He has been a veteran of the IT industry, for more than 12 years, and a focused technologist with expertise in cloud computing, networking, storage, and server virtualization technologies.

Sriram wears multiple hats at VMware. As a solution architect, he provides technical leadership and expertise to design, deploy, and scale the VMware SDDC stack for its Fortune 500 customers. His primary focus for VMware SSDC are automation, operations, and third-party integration.

As a senior escalations manager, he is the go-to person for handling critical executive escalations that have out blown traditional GSS escalation processes. His focus here is not just managing escalations through various internal VMware organizations but also external partner organizations and their processes and extranet multivendor support processes like TSANET.

As a CTO Ambassador, he is responsible for connecting the research and development team with customers, partners, and field as the global VMware evangelist. His focus is on defining and communicating VMware's vision and strategy, and acting as an advisor for VMware's vRealize Automation solutions, product roadmap, and portfolio.

Previously, as a staff escalation engineer, he worked on customer escalations and prioritizing the requests for the team. He was also the lead on recruitment and talent management for the support and escalations team. He also worked closely with various engineering teams within VMware to help provide early feedback on the design and architecture of products based on escalations and his other field interactions.

Prior to joining VMware, he worked at Slash Support and HP in their support organizations in technical leadership roles.

Sriram has devoted much of his professional career to the design, implementation, and maintenance of large physical and virtual networks, storage and servers, and cloud architectures based on VMware, Microsoft, and other leading enterprise technologies.

I would like to dedicate this book to my incredible parents, my wife, my siblings, and my friend—S.V. Rajendran, R. Mahalakshmi, Shwetha, Manju, Vani, Priya, Arunraj. Without your encouragement and support over so many years, this book would not have been possible.

About the Reviewers

Sriram Balasubramanian has over 17 years of experience in the IT field. He is currently working as a senior engineering manager for the VMware management business unit. In the last 6 years in VMware, he designed and developed various features for quite a few products such as vRealize Configuration Manager, vRealize Operations Management pack for vCloud Director, vRealize Orchestrator, and IT Financial Management. In his current capacity, he handles Fortune 500 critical customer escalations for management products.

Kumaran Kamala Kannan has over 5 years of experience in the IT field and holds a masters degree in network security. He is currently working as a senior member of the technical staff in VMware. He has worked on the development of multiple products including vRealize Configuration Manager, vRealize Orchestrator, and vRealize Automation. His research interests include computer and information security, cloud computing and data mining.

Sreekumar Nair has more than 10 years of experience in the IT industry with 6 years in VMware. He is currently working as a VMware technical account manager in Singapore, where he handles multiple critical customer accounts. Prior to this role, he was working as an escalation engineer with Global Support Services, where he handled escalations related to vRealize automation. Also, he has expertise in design and implementation of VMware infrastructure including automation solutions. He holds certifications from VMware, Microsoft, and, Citrix.

Aravind Sivaraman has over 9 years of experience in the IT field. He is currently working as a solution architect, providing the consultation, design, and delivery of complex IT infrastructure based on virtualization and cloud infrastructure solutions. He holds certifications from VMware, Microsoft, and Cisco, and has been awarded the VMware vExpert title for the last 3 years (2013-2015). He blogs at http://www.aravindsivaraman.com/ and can be followed on Twitter at @ss_aravind.

He co-authored VMware ESXi Cookbook and was the technical reviewer of Troubleshooting vSphere Storage, VMware vSphere Security Cookbook and VMware vSphere Design Essentials, Packt Publishing.

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Preface

DynamicOps originated at Credit Suisse. Its software was initially developed at Credit Suisse's Global Research and Development Group in 2005 to help the company address the operational and governance challenges of rolling out virtualization technology. In 2008, after having deployed and used the software to manage thousands of its virtual machines, Credit Suisse decided to form a company based on the technology to form a new company—DynamicOps. Operations Virtualization is a foundational technology for DynamicOps' cloud offerings. Operations Virtualization is an abstraction layer between the multiple management systems that make up a cloud infrastructure and their consumers. It allows IT staff to apply management to the layers below without the layers above needing to know how or why. Later in July 2012, DynamicOps was acquired by VMware and the product was renamed to vCenter Automation Center (vCAC). With version 6.2 of vCAC, the product has been renamed to vRealize Automation (vRA) to align with their new strategies.

If there's one thing people should know about vRA, it's that it enables customers of any knowledge level to consume the cloud resources you give them access to. At the end of the day, customers don't care where a machine gets spun up as long as it's fast and it will do what they want. That means there's an approval in the request process, but then it goes off to one of the many hypervisor or cloud vendors we support. Imagine not having to put your cloud admins to work to build VMs daily, while at the same time they are getting deprovisioned automatically so that you don't have to buy hardware as often—that's the goal: ease of use for the customer, cost savings for the organization.

Today, the main value that vRA adds is the ability to manage and automate multiple cloud management tools (vSphere, RHEL KVM, AWS, and so on) as well as provision to physical hardware (through UCS, iDRAC, and iLO) to build manageable hybrid cloud, private cloud, virtual desktop, and platform as a service environments. That's a pretty large feat in itself, and you can bet that there are plans to add even more value to this product as it further integrates into the VMware suite of products.

What this book covers

Chapter 1, vRealize Automation and the Deconstruction of Components, intends to refresh your understanding with a succinct introduction to the vRealize automation architecture, and it depicts the high level details of every component involved.

Chapter 2, Distributed Installation Using Custom Certificates, implements and configures distributed architecture with custom certificates, which is a formidable task. While many blogs and official documentation talk about default installation, this chapter has the step-by-step illustrative recipe that will make it easy to follow and help you install and configure vRealize automation quickly and with a much better understanding.

Chapter 3, Functional Validation – Phase 1 and Installing Secondary Nodes, continues to install the remaining components in the distributed architecture; it will be worthwhile only if the installed components function out of the box. Once the setup is corroborated to be functional, we will advance and complete the installation.

Chapter 4, Configuring a Guest OS for vRealize Automation vSphere Blueprints, explains that the vRA blueprint can be created for different endpoints; this chapter will focus on the blueprint for the vSphere endpoint. Before we configure a blueprint for the vSphere endpoint, the vCenter-based templates need to go through a few configuration procedures. This is important for a successful deployment of the catalog items.

Chapter 5, Functional Validation – Phase 2 and Zero to VM Provisioning, spends time checking whether the setup is working as expected. While we deploy a service catalog item from the self-service user portal, we will discover the several stages of catalog deployment.

Chapter 6, Testing Failover Scenarios for vRealize Automation Components, explains that the job is not yet done once the installation and functional verification are successful. We'll spend time checking the failover scenarios for various components in this chapter.

Chapter 7, vRealize Orchestrator in High Availability via the NSX Load Balancer, focuses on the central topic of discussion in this chapter, which is the high availability configuration via NSX load balancer for vRealize Orchestrator. The Orchestrator cluster provides not only high availability, but also load balancing when configured with NSX or other third-party load balancer. We will delve into this in depth.

Chapter 8, The Power of Advanced Service Designer (ASD), provides the ability for service architects to create advanced services and publish them as catalog items. This provides the ability to create XaaS or Anything as a Service using VMware vRealize Orchestrator.

What you need for this book

This book covers a lot of ground and discusses the interactions with a lot of infrastructure services such as AD, DNS, Microsoft SQL Server, vSphere Infrastructure, NSX, vRealize Automation, and vRealize Orchestrator.

The bill of materials used in this book are, Windows 2012 AD, MS SQL 2008, vSphere 5.5 infrastructure, NSX 6.2 OVF, vRealize Automation 6.2 OVF, and Orchestrator 6.0 OVF. Also, you will need Windows 2008/2012 or a Linux distro of your choice (supported) for creating blueprints.

Who this book is for

This book is for anyone who wants to start their journey with vRealize Automation. It is your one-stop instruction guide to installing and configuring a distributed setup using NSX load balancer. Regardless of whether or not you have used vRealize Automation before, following the steps provided in each chapter will get you started with the product.

Conventions

In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "Log in to the publishing tenant portal (https://CAFE.PKCt.LOCAL/vcac/org/Publishing) as infrastructure administrator ([email protected])."

Any command-line input or output is written as follows:

Listing queues...Error: unable to connect to node rabbit@localhost: nodedown

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "Navigate to Infrastructure | Monitoring | Distributed Execution Status."

Note

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Tip

Tips and tricks appear like this.

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Questions

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Chapter 1. vRealize Automation and the Deconstruction of Components

Welcome to the world of automation! I am sure you have heard about vRealize Automation product (vRA), formerly vCloud Automation Center (vCAC). In this chapter, we will focus on the use