CA Cloud Service Delivery Platform. Manage Profiles Run Book Automation Guide

Transcription

1 CA Cloud Service Delivery Platform Manage Profiles Run Book Automation Guide

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5 Contents Chapter 1: Manage Profiles Run Book Automation 7 How to Install the Manage Profile RBA Package... 7 Install Manage Profiles RBA... 8 Import the Catalog Content... 9 Import the CA Process Automation Content Import Service Desk Manager Content Prerequisites for Using Manage Profiles RBA Move Devices to a New Group Update an Existing Group Move to an Existing Group Update Profiles in Nimsoft UMP Contents 5

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7 Chapter 1: Manage Profiles Run Book Automation As a Service provider, you onboard devices through MaaS. MaaS arranges the devices into default groups, for example, Windows, Linux, and so on. The devices are assigned default monitoring profiles that are established from the default group. The Manage Profiles Run Book Automation (RBA) enables you to manage Nimsoft group profiles and move devices between groups. Manage Profiles Run Book Automation is available on the CA Cloud Services Delivery Platform (CSDP) from Home>Service Administration\Run Book Automation\CA_Monitoring_Service_1.1 Using the Manage monitoring Profiles form, you can: Move devices to a new group. Update an existing group to use new profiles. Move devices from one group to another existing group. This section contains the following topics: How to Install the Manage Profile RBA Package (see page 7) Prerequisites for Using Manage Profiles RBA (see page 11) Move Devices to a New Group (see page 12) Update an Existing Group (see page 13) Move to an Existing Group (see page 14) Update Profiles in Nimsoft UMP (see page 14) How to Install the Manage Profile RBA Package As a service provider, you are responsible for setting up the Managed Profile RBA environment. Before, you can use the Manage Profile RBA tool, the following setup is required: Install the Manage Profiles RBA (see page 8) Import the Catalog content (see page 9) Import the Process Automation (PAM) content (see page 10) Import the Service Desk Manager (SDM) content (see page 11) Chapter 1: Manage Profiles Run Book Automation 7

8 How to Install the Manage Profile RBA Package Install Manage Profiles RBA The ManageProfilesRBA.zip file contains all of the Catalog, Process Automation (PAM), and Service Desk Manager (SDM) files required to set up the Manage Profile RBA: Catalog content files: changemanagement.png find_small.png service.xml manage_profile_form.xml Report_data.xml Event_action.xml PAM content files: CAT_Manage_Profiles.xml Manage_Profiles_SRF.xml SDM_Manage_Profiles.xml SDM_Manage_Profiles_SRF.xml Service Desk Manager content file: MaaSManageProfile.dat On your local system, create a folder that is named MPR_home and unzip the contents of the ManageProfilesRBA.zip. 8 Manage Profiles Run Book Automation Guide

9 How to Install the Manage Profile RBA Package Import the Catalog Content You use the Import utility from the CSPD to import the Catalog content that is located in the MPR_home folder. Importing the catalog content involves the following process: 1. Manually copy the image files to the OSS-SC1 virtual machine. 2. Manually add the report data source NimsoftSLM pointing to the Nimsoft database. 3. Importing the service offering into CSDP. 4. Importing the Manage Profiles RBA form into CSDP. 5. Importing the report objects into CSDP. 6. Importing the event, rule, and action into CSDP. 7. Restarting the CA Service Catalog service on the OSS-SC1 virtual machine. Use the following procedure to import the catalog content. Follow these steps: 1. Connect to the OSS-SC1 virtual machine and manually copy the image files to the following location on the OSS-SC1 virtual machine: MPR_home\ServiceCatalog\images\changeManagement.png to C:\Program Files\CA\Service Catalog filestore\images\offerings\ MPR_home\ServiceCatalog\images\find_small.png to C:\Program Files\CA\Service Catalog filestore\images\offerings\basic\ 2. Log in to CSDP with the Service Provider Administrator role and select the Administrator tab, Report Builder, Create Data Object tab, and click Query Builder to add manually the report data source. The Query Builder window displays. 3. Click Add Data Source. The Add Data Source window displays. 4. Enter the following criteria: Name: NimsoftSLM Type: SQL Server Driver: JDBC Host Name: OSS-SQLCLUSTER Database Port: 1433 Database Name: NimsoftSLM Login ID: sa Login Password: provide the password for user sa 5. Click Test to test the connection. Chapter 1: Manage Profiles Run Book Automation 9

10 How to Install the Manage Profile RBA Package 6. Click Create and close the message. 7. Click Cancel on the Query Builder window to close the window. 8. From CSDP, click the Administration tab, Tools, and select Import Export Utility. The Action and Object Type form displays. 9. Click Import and select Service Offering from the Object type drop-down list. 10. Select Quick Import and click Choose File. 11. Navigate to MPR_home\ServiceCatalog\services\service_offering.xml file and click Open. The window closes. 12. Click Start Import to import the service_offering.xml file to the CSDP system. 13. Repeat steps 9 through 11 to import the other objects: MPR_home\ServiceCatalog\forms\manage_profile_form.xml MPR_home\ServiceCatalog\events\event_action.xml MPR_home\ServiceCatalog\reports\report_data.xml 14. Restart the Catalog service. Import the CA Process Automation Content You use the Import utility from the CA Process Automation (PAM) user interface to import the PAM content that is located in the MPR_home folder. Use the following procedure to import the PAM content into the PAM system. Follow these steps: 1. Open a browser and enter the PAM URL, The CA Process Automation page displays. 2. Select the Library tab, in the left pane and right-click the root (/) folder and select Import. The Import screen displays. 3. Click Browse to navigate to the PAM content XML file. 4. Select Import from the drop-down list and select Set Imported Version as Current. 5. Click Submit. 6. Note: Follow step 3 and 4 for each PAM content XML file that is located under MPR_home\PAM\ and MPR_home\PAM\SRF. The XML file is imported into the /CA_Monitoring Service_1.1/RBA/Service Provider or the /CA_Monitoring Service_1.1/RBA/Service Provider/SRF directory. 10 Manage Profiles Run Book Automation Guide

11 Prerequisites for Using Manage Profiles RBA Import Service Desk Manager Content You use the Import utility to import the Service Desk Manager (SDM) content from the OSS-SDM1 virtual machine. Follow these steps: 1. Connect to the remote desktop of OSS-SDM1 virtual machine and copy the MPR_home\SDM\MaaSManageProfile.dat file to C:\Program Files (x86)\ca\service Desk Manager\site\mods\data\. 2. Open a command prompt and run the following commands: cd C:\Program Files (x86)\service Desk Manager\site\mods\data pdm_load -m -f MaaSManageProfile.dat 3. Log on to the SDM user interface. 4. Complete the following steps to verify that MaaSManageProfile is listed in the Change Category List: a. Log on to and select the Administration tab. b. Expand Service desk and Change orders in the left pane and select Categories. c. The Change Category List page displays in the right pane. d. Verify that the symbol Maas.ManageProfile displays. Prerequisites for Using Manage Profiles RBA The following prerequisites are necessary for using the Manage Profiles RBA: All devices must be loaded through MaaS. The profiles must be manually updated through Nimsoft UMP. The Manage Profile RBA uses Nimsoft Self Service Web Service (SSR) so Nimsoft SSR must be installed. Do not manually create any new device profiles or delete any existing device profiles from UMP. The result is a failed execution of the Manage Profile RBA. All the regions are subscribed through MaaS for a tenant before running the Manage Profiles RBA. Note: Manage Profile RBA will not work properly if new regions are subscribed after the Manage Profile RBA was executed. This limitation is in the current release. Chapter 1: Manage Profiles Run Book Automation 11

12 Move Devices to a New Group Move Devices to a New Group Devices are managed from the Manage Monitoring Profiles form. You can move devices from a current group into a new group. Follow these steps: 1. Navigate to the Manage Monitoring Profiles form and select a Tenant. 2. Select Create New Group from Action list. 3. Select a Current Group. The list displays groups that have group profiles that are assigned. The group description is populated. 4. Enter the name of the new group and a description. 5. (Optional) Select and enter the Filter Devices in the Current Group criteria. Note: You use the filter options that are described in the tool tip on the form. 6. Select one or more devices. You can select all or a subset of the devices to be moved to a new group. 7. Enter the device name in the table. This device is used to set the group profile. 8. (Recommended) Update the profile using Nimsoft UMP. For information about how to update device profiles, see the Update Profiles in Nimsoft UMP (see page 14) topic. Note: The profile can also be updated at any point before you submit the request. 9. Select Yes from the Profile Update Completed list to confirm the completion of the previous step. 10. Click Submit. The backend PAM processes are triggered to fulfill the request. 11. After the request status is complete, verify the new group and device profile in Nimsoft UMP. The same groups are created for each RegionName.TenantName in Spectrum and are populated in the equivalent service in Service Operational Insight (SOI). 12 Manage Profiles Run Book Automation Guide

13 Update an Existing Group Update an Existing Group Existing groups are updated to use new profiles from the Manage Monitoring Profiles form. Follow these steps: 1. Navigate to the Managing Monitor Profiles form. 2. Select a tenant. 3. Select Update Existing Group from the Actions list. 4. Select a Current Group. The current group description and the devices table are populated with data. 5. Enter the device name shown in the device table. 6. Update the profile(s) using Nimsoft UMP. For information on how to update device profiles, see the Update Profiles in Nimsoft UMP (see page 14) topic. 7. Select Yes from the Profile Update Completed list to confirm the completion of the previous step. 8. Click Submit. The backend PAM processes are triggered to fulfill the request. 9. After the request status is complete, verify the device profile(s) under the existing group in Nimsoft UMP. Chapter 1: Manage Profiles Run Book Automation 13

14 Move to an Existing Group Move to an Existing Group Devices added through MaaS are moved from one group to another group from the Manage Monitoring Profiles form. Follow these steps: 1. Navigate to the Manage Monitoring Profiles form. 2. Select a tenant. 3. Select Move to Existing Group from the Actions drop-down list. 4. Select a Current Group. The current group description is populated with data. 5. Select a new group option from the drop-down list. 6. (Optional) Select an option from the Filter By drop-down list and click the Search button to filter the string. The filter criteria displays in the table. 7. Select one or more devices in the table. 8. Click Submit. The backend PAM processes are triggered to fulfill the request. 9. Verify the device profile in Nimsoft UMP. Note: The devices are also moved to the new group in Spectrum and SOI. Update Profiles in Nimsoft UMP Profiles for devices must be manually updated in Nimsoft UMP in order to manage the devices from the Manage Monitoring Profiles form. Follow these steps: 1. Navigate to Nimsoft UMP at The Unified Service Manager displays. 2. Select a device and click the Monitoring tab. 3. Select the target profile(s) and update the information. 4. Click Save. 14 Manage Profiles Run Book Automation Guide