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  1. Install the Operating System Now that we have created the VMs for our lab, we can install the Operating System (OS). Start by connecting to one of the VMs, either by double clicking on the VM in Hyper-V Manager, right click the VM and choose Connect, or click on Connect from the Action pane/menu. When you have the VM connection up, and an ISO mounted, power the VM on. On the Windows Setup screen, select the Language, Time/Currency Format, and Keyboard Method appropriate, and click Next. All you have to do now is click Install Now. Next you have to choose the Operating System and version you want to install. In our lab example, I will choose Windows Server 2012 Standard (Server with a GUI). Make your selection and then click Next. You will have to accept the license terms, and then click Next. For the Installation Type, since we don’t already have an OS installed, we will choose the ‘Custom: Install Windows only (advanced)’ option. Now select the hard drive that you want to install the OS to. Since we only created one hard drive when setting up the VM, we only have one to choose from. Select it, and click Next. Now all you have to do is wait for the installation to finish. Once the installation is complete, you will be prompted to enter a password for the local administrator account. This is different from a domain-based local administrator account. Enter a password and click Finish. After some final quick configuration, you will then be presented with the login screen. Now repeat these steps for the other VMs in the lab. NOTE: After you install an OS, you will need to rename the computer within the OS. To do this in Server 2012, launch Server Manager, and click on Local Server. Then click on the computer name. This will launch the System Properties dialog. From this dialog, click the Change button. From this dialog, enter the name you want to call the computer. In my lab, I called the Active Directory computer “AD”, and the Data Protection Manager computer “SCDPM”. Press OK after entering the name. You will encounter the following prompt. Click OK. Then click Close on the System Properties dialog. You can choose to either Restart Now or Restart Later, but the name change will not take effect until you do so.
  2. Introduction:I use Hyper-V in my LAB and that's what all these virtual machines will be running on. In my lab, I have Windows Server 2012 Datacenter installed as the server OS on the host machine. All other virtual machines will be running Windows Server 2012 Standard edition, with the graphical user interface (GUI). My hardware consists of the following: § Intel Xeon E5-2620 § Asus P90X79 WS § 64 GB G.Skill Ripjaws Z Series § 2 x 256 GB / 1 x 512 GB Samsung 840 Pro Series SSD § 1 x 150 GB HDD, and 1 x 250 GB HDD High Level PlanHere is a high level of what we are going to complete in this initial part of the series. 1. Create the Lab Environment 2. Install the Operating System 3. Install Active Directory Domain Services 4. Install SQL Server 5. Install System Center Data Protection Manager So now let’s start with the first part, system requirements and creating the lab environment. System RequirementsNote: The following page on TechNet describes the requirements for deploying Data Protection Manager. DPM server hardware requirements§ CPU: 2.33 GHz quad-core CPU § RAM: 8 GB § Pagefile: 0.2 percent of the combined size of all recovery point volumes, in addition to the minimum required size (1.5 times the amount of RAM on the computer). § Disk Space (DPM Install): DPM requires a minimum of 300 MB of free space on each protected volume for the change journal. Additionally, before archiving data to tape, DPM copies the file catalog to a DPM temporary installation location; therefore, we recommend that the volume on which DPM is installed contains 2–3 GB of free space. § Disk Space (Storage Pool): 2.5–3 times the size of the protected data § LUN: o Maximum of 17 TB for GUID partition table (GPT) dynamic disks o 2 TB for master boot record (MBR) disks Disk Requirements:The DPM storage pool disks cannot be .VHD – they must be either iSCSI attached disks or pass-through disks. The following types of disk configuration are supported as DPM storage pool: § Pass-through disk with host direct attached storage (DAS) § Pass-through iSCSI LUN which is attached to host. § Pass-through FC LUN which is attached to host. § iSCSI target LUN which is connected to DPM virtual machine directly. DPM server requirements§ You can install DPM on the same volume that the operating system is installed on, or you can install DPM on a different volume that does not include the operating system. § DPM server DPM is designed to run on a dedicated, single-purpose server. The DPM server should not be installed on any of the following: o A computer on which the Application Server role is installed. o A computer that is an Operations Manager management server o A computer on which Exchange Server is running. o A computer that is a cluster node. § DPM is not supported on the Turkish language version of any of the listed Windows Server versions. § The following prerequisites are required for installation: o Microsoft .NET Framework 3.5 with Service Pack 1 (SP1) o Microsoft Visual C++ 2008 Redistributable o Windows PowerShell 2.0 o Windows Installer 4.5 or later versions o Windows Single Instance Store (SIS) o Microsoft Application Error Reporting Setup automatically installs these if they are not already installed or enabled. If any pre-requisites cannot be installed during setup, or if you want to install them before you install DPM, you can install them manually. Create the Lab Environment: Hyper-V Configuration As mentioned, my environment uses Hyper-V. So, we’re going to start by configuring Hyper-V for our needs, and creating the Virtual Machines (VMs) required for our lab. The first thing we need to do is setup a Virtual Switch for the VMs to connect through. Launch Server Manager, click on Tools, and select Hyper-V Manager. When Hyper-V loads, it will have nothing in it. Even if we were to create a VM, it wouldn’t have a network connection to use. So we’ll start with creating a Virtual Switch. As you can from my screenshot, I have 2 LAN ports on my host. One of them has a connection to my home network and the Internet. In the Hyper-V Manager, click the Virtual Switch Manager from the Actions pane. Now, click on the Create Virtual Switch button. From here, you now need to configure the virtual switch that your VMs will use. Give it a name to clearly identify it (in my case I called it ‘External Network’), and choose the connection type. For more information about virtual networks, see the following TechNet article: http://technet.microsoft.com/en-us/library/cc816585(v=ws.10).aspx. Here is an excerpt from the article: External virtual networks. Use this type when you want to provide virtual machines with access to a physical network to communicate with externally located servers and clients. This type of virtual network also allows virtual machines on the same virtualization server to communicate with each other. This type of network may also be available for use by the management operating system, depending on how you configure the networking. (The management operating system runs the Hyper-V role.) For more information, see “A closer look at external virtual networks” later in this topic. Internal virtual networks. Use this type when you want to allow communication between virtual machines on the same virtualization server and between virtual machines and the management operating system. This type of virtual network is commonly used to build a test environment in which you need to connect to the virtual machines from the management operating system. An internal virtual network is not bound to a physical network adapter. As a result, an internal virtual network is isolated from all external network traffic. Private virtual networks. Use this type when you want to allow communication only between virtual machines on the same virtualization server. A private virtual network is not bound to a physical network adapter. A private virtual network is isolated from all external network traffic on the virtualization server, as well any network traffic between the management operating system and the external network. This type of network is useful when you need to create an isolated networking environment, such as an isolated test domain. For our demonstration, we are going to use an External Network so that the VMs can communicate with the Host system. Make all the appropriate selections and so forth, and then press OK. You may encounter the following warning message. This is because we are remotely connecting to the Host machine using the same network connection that we are about to setup as a Virtual Switch (hence selecting the ‘Allow management operating system to share this network adapter’ checkbox). Press ‘Yes’ to the dialog. Now that we have the virtual switch setup, we can start creating VMs for our lab. Create the Virtual Machines Let’s now create the VM’s we will need for the lab, specifically one for Active Directory, and another for DPM (since we are install all roles within the same server). In Hyper-V Manager, from the Actions pane, click on New and choose Virtual Machine. On the New Virtual Machine wizard beginning screen, click read the information presented and then click Next. Enter a name for the VM. Note that this is NOT the name the VM will have within the Operating System (unless you name it the same), but rather, used as an identifier in Hyper-V Manager. After you have entered a name, click Next. Now assign the amount of memory you want your VM to have, and then press Next. This is the screen where you connect your VM to the network that we created, then press Next. This is the screen where you configure how large a hard drive the VM will have. Make the appropriate customizations and click Next. For the Installation Options, choose if you will install an OS later, or if you want to use an ISO, then click Next. On the Summary screen, review your selections and entries, and click Finish. Once the VM is created, it will appear in the Hyper-V Manager. If you want to configure further settings, like the number of CPUs and mounting an OS ISO, right click on the VM and choose Settings or click on Settings from the Actions pane. Repeat these steps for each VM you need to create, in our case one for Active Directory and another for DPM. Here are the settings I have used for each of the VM’s: Active Directory: § Virtual Machine Name: AD § Memory: 2048 MB o NOTE: Active Directory doesn’t need 2 GB of RAM, it will run fine with 512 MB. I just increased the RAM so that the OS would install/respond faster during setup. § CPUs: 2 § OS: Windows Server 2012 SCDPM: § Virtual Machine Name: SCDPM § Memory: 8192 MB § CPUs: 4 § OS: Windows Server 2012
  3. So at this point we have Orchestrator setup and running, but we don’t have any runbooks yet. So, we are going to use the Sample Runbook from this TechNet article: Creating and Testing a Sample Runbook. The following topic describes how to create and test a simple runbook. The purpose of this runbook is to detect when a text file is added to a particular folder, copy that file to another folder, read the contents of the file, append a line from the copied file to another file, and then delete the original file. The runbook starts with a Monitor File activity to wait for the text file to be created. It then uses the Copy File, Read Line, Append Line, and Delete File activities to perform the other functions. A Junction activity is used to coordinate the activities so that the Copy File and Append Line activities are both completed before the source file is deleted. Creating the runbookUse the following procedures to create the runbook by using the required activities. To create a runbookClick Start, point to All Programs, click Microsoft System Center 2012, click Orchestrator, and then click Runbook Designer. In the Connections pane, right-click Runbooks to select New, and then click Runbook. A New Runbook tab appears at the top of the Runbook Designer Design workspace with the name New Runbook. Right-click the New Runbook tab to select Rename. Type Append and Copy Workflow in the Input box, and then press Enter. You have created a new runbook and are ready to begin adding and configuring activities. To add and configure a Monitor File activity With the newly created Append and Copy Workflow runbook open, in the Activities pane, expand the File Management category. Click and drag the Monitor File activity to the Runbook Designer Design workspace. Double-click the Monitor File activity to open its Properties dialog box. In the In folder box, type C:\Drop. In the Filters section, click the Add button. In the Filter Settings dialog box, in the Name list, select File Name. In the Relation list, select Matches Pattern. In the Value box, type *.txt. Click OK. Click the Triggers tab. In the Trigger if one of the files was section, select the Created check box, and then click Finish. The Monitor File activity is created and configured to watch for any new text files that are created in the C:\Drop folder. To add additional activities to the runbookIn the Activities pane, expand the File Management category. Click and drag the Copy File activity to the Runbook Designer Design workspace. Expand the Text File Management category. Click and drag the Read Line activity to the Runbook Designer Design workspace. To create a link between the Monitor File activity and the Copy File activity, click and drag the right arrow of the Monitor File activity to the Copy File activity. To create a link between the Monitor File activity and the Read Line activity, click and drag the right arrow of the Monitor File activity to the Read Line activity. By adding both the Read Line activity and the Copy File activity, you have created a workflow. To configure the Copy File activityIn the Append and Copy Workflow runbook, right-click the Copy File activity to select Properties. On the Details tab, right-click the File box to select Subscribe, and then click Published Data to open the Published Data dialog box. The Monitor File activity is listed at the top of the Published Data dialog box because this is the activity just before to the selected activity. In the Name column, select Name and path of the file, and then click OK. This populates the File property of the Copy File activity with the name of and path to the file from the Monitor File activity. In the destination Folder box, type C:\Copy. Click Finish. The Copy File activity is now configured to copy files from the source folder to the destination folder. To configure the Read Line activityIn the Append and Copy Workflow runbook, right-click the Read Line activity to select Properties. On the Details tab, right-click the File box to select Subscribe, and then click Published Data to open the Published Data dialog box. In the Activities list, select Monitor File. In the Name column, select Name and path of the file, and then click OK. Click the ellipse (…) button to the right of the File encoding box, and then select auto. In the Line numbers box, type 1-END, and then click Finish. The Read Line activity is now configured. To add an Append Line activityIn the Activities pane, expand the Text File Management category. Click and drag the Append Line activity to the Runbook Designer Design workspace to the right of the Read Line activity. To create a link from the Read Line activity to the Append Line activity, click and drag the right arrow of the Read Line activity to the Append Line activity. Right-click the Append Line activity to select Properties. On the Details tab in the File box, type C:\Copy\Masterlog.txt. Click the ellipse (…) button to the right of the File encoding box, and then select auto. Right-click the Text box to select Subscribe, and then click Published Data to open the Published Data dialog box. In the Name column for the Read Line activity, select Line text, and then click OK. Click Finish. The Append File activity is now configured to append files to the Masterlog.txt file. To synchronize branches of a runbookIn the Activities pane, expand the Runbook Control category. Click and drag the Junction icon to the Runbook Designer Design workspace. To create a link from the Append Line activity to the Junction activity, click and drag the right arrow of the Append Line activity to the Junction activity. To create a link from the Copy File activity to the Junction activity, click and drag the right arrow of the Copy File activity to the Junction activity. Right-click the Junction activity to select Properties. Click the ellipse (…) button next to the Return data from box, and then select Copy File. Click OK. This action configures the activity to return the same Published Data as the Copy File activity. Click Finish. The Junction activity is configured to coordinate the workflow so that no further activities run until both the Copy File activity and Append Line activity finish. To add and configure the Delete File activityIn the Activities pane, expand the File Management category. Click and drag the Delete File icon to the Runbook Designer Design workspace. To create a link from the Junction activity to the Delete File activity, click and drag the right arrow of the Junction activity to the Delete File activity. Right-click the Delete File activity to select Properties. Right-click the Path box to select Subscribe, and then click Published Data to open the Published Data dialog box. In the Activity list, select Copy File. In the Name column, select Name and path of the original file, and then click OK. Click Finish. The Append and Copy Workflow runbook is now completed. It should look similar to the following illustration. Testing the RunbookYou can test the runbook by using the Runbook Tester. This tool lets you run the entire runbook and inspect the completion status and output of each activity. The Runbook Tester runs the activities, so you must first create the folders specified for the runbook. To Test the RunbookCreate a folder on the runbook server called C:\Drop. Create a folder on the runbook server called C:\Copy. With the Append and Copy Workflow runbook selected in the Runbook Designer, on the toolbar, click Runbook Tester. Click Run. The Monitor File activity is loaded and waits for a text file to be created in the C:\Drop folder. Open Notepad and type a few lines of text. Save the file as C:\Drop\File1.txt. Wait a few moments for the other activities to run. Ensure that each of the activities is completed successfully. To view the Published Data and other details of an activity, click Show Details for the activity. Open the C:\Drop folder and ensure that the file has been removed. Open the C:\Copy folder and ensure that the file has been copied. Also verify that the MasterLog.txt file has the contents of the original file.
  4. Management Group Names Must be UniqueWhen you deploy both a Service Manager and data warehouse management server, you are asked to provide a management group name. You are also asked to provide a management group name when you deploy Operations Manager. The management group names that you use for the Service Manager management group, the data warehouse management group, and the Operations Manager management group must be unique. Important: If Operations Manager and Service Manager share the same management group name, you will have to reinstall the Service Manager management server. Because it is not possible to rename a management group, you will either have to completely reinstall Service Manager with a different management group name or choose not to manage your Service Manager installation with Operations Manager. Database CollationsYou must use the same supported language collations if you intend to import data from Operations Manager into Service Manager. However, this is true only for the OperationsManager database in Operations Manager and the SM DWStagingAndConfig database when you create an Operations Manager Data Source for the data warehouse. Specifically, this appears in the Service Manager console as a Data Warehouse Data Source. This does not affect either the System Center Operations Manager to System Center Service Manager Configuration Item connector or the System Center Operations Manager to System Center Service Manager Alert Incident connector. System Center 2012 – Operations ManagerSystem Center 2012 – Operations Manager is supported by Service Manager and Service Manager SP1 for connectors and agents. However, only corresponding System Center versions are supported when you register a data source in the Data Warehouse workspace. System Center 2012 – Operations Manager agents were not supported with System Center 2012 – Service Manager. However, the agent that is automatically installed by System Center 2012 – Service Manager SP1 is compatible with System Center 2012 – Operations Manager and System Center 2012 – Operations Manager SP1. After Service Manager Setup completes, you must manually configure the agent to communicate with the Operations Manager management server. To validate that the Operations Manager Agent was installed, open Control Panel and verify that the Operations Manager Agent is present. To manually configure the Operations Manager agent, see Configuring Agents. Changing the Account Configuration for an AgentYou can use the following procedure to change the account that the agent will use when performing actions requested by the management server. To change the account configuration for an agentOn the agent-managed computer, in Control Panel, double-click Operations Manager Agent. (In the category view of Control Panel in Windows Server 2008, Operations Manager Agent is in the System and Security category.) On the Management Group tab, select a management group and then click Edit. In the Agent Action Account section, edit the account information and then click OK.
  5. Before notifications are sent, first configure each notification channel, such as the settings for Simple Mail Transfer Protocol (SMTP). Notification messages are sent based on a notification template. Therefore, you must create a notification template. You can then use the Notification Subscription Wizard to subscribe a group of users to a notification that will be sent whenever the changes that you specify occur. Finally, you can verify that a notification is sent by manually generating the change. To configure email notificationsIn the Service Manager console, click Administration. In the Administration pane, expand Notifications, and then click Channels. In the Channels pane, click E-Mail Notification Channel. In the Tasks pane, under E-Mail Notification Channel, click Properties to open the Configure E-Mail Notification Channel dialog box. Select the Enable e-mail notifications check box. Click Add. In the Add SMTP Server dialog box, type the fully qualified domain name (FQDN) of the SMTP server that you want to use. In the Port number box, type or select the SMTP port number that you want to use. For example, select 25. In the Authentication method box, select either Anonymous or Windows Integrated. For example, select Anonymous. Then, click OK. In the Return e-mail address box, type the email address of the service account that is used during setup. In the Retry primary after box, type or select the number of seconds that you want Service Manager to wait before it tries to resend outgoing email notifications. For example, select 25. Click OK to close the dialog box. To validate email notification configurationIn the Channels pane, click E-Mail Notification Channel. In the Tasks pane, under E-Mail Notification Channel, click Properties to open the Configure E-Mail Notification Channel dialog box. Verify that the configuration you entered is correct. To create a notification template for incidentsIn the Service Manager console, click Administration. In the Administration pane, expand Notifications, and then click Templates. In the Tasks pane, under Templates, click Create E-mail Template. On the General page of the Create E-mail Notification Template Wizard, in the Notification template name box, type a name. For example, type New E-mail Incident Template. Optionally, in the Description box, you can type a description for the template that you are creating. Next to the Targeted class box, click Browse. In the Choose Class dialog box, click Incident, and then click OK. Make sure that an unsealed management pack of your choice is selected, and then click Next. On the Template Design page, in the Message subject box, type a subject for the email template. For example, type New Incident created with ID#. Then, click Insert. In the Select Property dialog box, select ID, and then click Add. In the Message body box, type a description to indicate that a new incident was opened for an email problem. Use the other default values on this page, and then click Next. On the Summary page, review the settings that you have selected for the template. Then, click Create. On the Completion page, click Close. To create a notification template for change requestsIn the Service Manager console, click Administration. In the Administration pane, expand Notifications, and then click Templates. In the Tasks pane, under Templates, click Create E-mail Template. On the General page of the Create E-mail Notification Template Wizard, in the Notification template name box, type a name. For example, type New Standard Change Request Received Template. Optionally, in the Description box, you can type a description for the template that you are creating. Next to the Targeted class box, click Browse. In the Choose Class dialog box, click Change Request, and then click OK. Make sure that an unsealed management pack of your choice is selected, and then click Next. On the Template Design page, in the Message subject box, type a subject for the email template. For example, type New Standard Change Request with ID#. Then, click Insert. In the Select Property dialog box, select ID, and then click Add. In the Message body box, type a description to indicate that a new standard change request was opened. Use the other default values on this page, and then click Next. On the Summary page, review the settings that you have selected for the template. Then, click Create. On the Completion page, click Close. To create a notification template for a newly assigned activityIn the Service Manager console, click Administration. In the Administration pane, expand Notifications, and then click Templates. In the Tasks pane, under Templates, click Create E-mail Template. On the General page of the Create E-mail Notification Template Wizard, in the Notification template name box, type a name. For example, type New Activity Assigned Received Template. Optionally, in the Description box, you can type a description for the template that you are creating. Next to the Targeted class box, click Browse. In the Select a Class dialog box, click Manual Activity, and then click OK. Make sure that an unsealed management pack of your choice is selected, and then click Next. On the Template Design page, in the Message subject box, type a subject for the email template. For example, type New Activity Assigned with ID#. Then, click Insert. In the Select Property dialog box, select ID, and then click Add. In the Message body box, type a description to indicate that an activity has been assigned. Use the other default values on this page, and then click Next. On the Summary page, review the settings that you have selected for the template. Then, click Create. On the Completion page, click Close. To validate template creationVerify that the new template you created appears in the list of notification templates. To create a notification subscription for an incidentIn the Service Manager console, click Administration. In the Administration pane, expand Notification, and then click Subscriptions. In the Tasks pane, click Create Subscription. On the Before You Begin page of the Create E-mail Notification Subscription Wizard, click Next. On the General page, in the Notification subscription name box, type a name. For example, type New Incident for E-mail Problem Notification Subscription. Optionally, in the Description box, you can type a description for the subscription that you are creating. Next to the Targeted class box, click Browse. In the Choose Class dialog box, choose a class. For example, click Incident. Then, click OK. In the When to notify box, select When an object of the selected class is created. Make sure that an unsealed management pack of your choice is selected, and then click Next. On the Additional Criteria page, select Incident. In the Available Properties list, select Classification Category, and then click Add. On the Additional Criteria page, click the Criteria tab. In the Criteria area, next to [incident] Classification Category, select equals. In the list, select E-mail Problems, and then click Next. On the Template page, next to the E-mail template box, click Select. In the Select Objects dialog box, in the Templates list, select a notification template. For example, select New E-mail Incident Template, click OK, and then click Next. On the Recipient page, click Add. In the Select Objects dialog box, search for the appropriate user, and then select the user. Click Add, click OK, and then click Next. For example, select the user account for a messaging analyst or messaging administrator. NOTE: The notification address must be configured for the user account of the messaging analyst or messaging administrator. On the Related Recipients page, click Add. In the Select Related Recipient dialog box, search for the appropriate class, and then select the appropriate substitution string that represents the user. Click Add, click OK, and then click Next. For example, select additional user accounts that you want to send the notification to. On the Summary page, review the settings that you selected for the notification subscription, and then click Create. On the Completion page, click Close. To create a periodic notification subscription for a release recordIn the Service Manager console, click Administration. In the Administration pane, expand Notifications, and then click Subscriptions. In the Tasks pane, click Create Subscription. On the Before You Begin page of the Create E-mail Notification Subscription Wizard, click Next. On the General page, in the Notification subscription name box, type a name. For example, type Daily Notification for Deploy HR Web 2.0 Release Record. Optionally, in the Description box, you can type a description for the subscription that you are creating. For example, type This subscription sends a daily notification of the status for the HR Web 2.0 release record. In the When to notify box, select Periodically notify when objects meet a criteria. Next to the Targeted class box, click Browse. In the Choose Class dialog box, choose a class, and then click OK. For example, click Release Record. Make sure that an unsealed management pack of your choice is selected, and then click Next. On the Additional Criteria page, select Release Record. In the Available Properties list, select Status, and then click Add. In the Criteria area, next to [Release Record] Status, select does not equal. In the list, select Closed, and then click Next. On the Recurring Notification page under Recurrence pattern, select Notify every <TimeInterval> and then choose an interval. For example, set the recurrence pattern to every 1 day. On the Recurring Notification page under Range of recurrence, select a range of recurrence or choose no end date. For example, select No end date. On the Template page, next to the E-mail template box, click Select. In the Select Template dialog box, in the Templates list, select a notification template that you have created for release record notifications. On the Recipient page, click Add. In the Select Objects dialog box, search for the appropriate user, and then select the user. Click Add, click OK, and then click Next. For example, select the user account for the release manager. NOTE: The notification address must be configured for the user account of the messaging analyst or messaging administrator. On the Related Recipients page, click Add. In the Select Related Recipient dialog box, search for the appropriate class, and then select the appropriate substitution string that represents the user. Click Add, click OK, and then click Next. For example, select additional user accounts that you want to send the notification to. On the Summary page, review the settings that you selected for the notification subscription, and then click Create. On the Completion page, click Close. To validate a notification subscriptionLocate the notification subscription that you created in the list of subscriptions. To verify a notification configurationIn the Service Manager console, click Work Items. In the Work Items pane, expand Work Items, expand Incident Management, and then click All Open Incidents. In the Tasks pane, under Incident Management, click Create Incident. In the Incident <Number> New form, enter the required information in the Affected user, Title, Classification Category, Impact, and Urgency boxes. In the Classification Category list, select E-mail Problems, and then click OK. Verify that an email notification that contains the information you entered in the template is received. The email title should contain the incident ID number. To create a messaging-enabled universal security groupIn the Exchange Management Console, navigate to Recipient Configuration, right-click Distribution Group, and then click New Distribution Group. On the Introduction page, either choose an existing universal group or create a new group. On the Group Information page, select the Security group type. Complete the creation of the group. Add members to the group by right-clicking them, clicking Properties, and accessing the Members tab. Wait for Service Manager to sync with Active Directory Domain Services (AD DS), or perform a manual Synchronization from Administration>Connectors. (Click AD Connector, and then click the Synchronize Now task on the right-hand side). Once the Active Directory synchronization has completed, the newly created group will be available as a configuration item in Service Manager, and it can be selected in the user picker fields, such as Affected User and Assigned To. To create a workflow to notify stakeholders when an incident is createdNavigate to Administration > Workflows > Configuration. Double-click Incident Event Workflow Configuration. Click Add, and then click Next on the Before you Begin page. Give the workflow a name, such as “Incident Created – Email Stakeholders”. Leave the default of When an incident is created in the Check for Events drop-down list. Select one of your custom management packs (or create one) to store the workflow in, and then click Next. Click Next on the Specify Incident Criteria page. (We want this workflow to run when any new incident is created.) Optionally, apply a template. (In this case we are creating the workflow for notification only, so we choose Do not apply a template.) In the Select People to Notify dialog box, select the Enable notification check box. Add the appropriate users you want to notify with the appropriate templates. Click Next, and then click Create to complete creation of the workflow. To test the workflow and mail the enabled universal security group Create an incident and assign it to the messaging-enabled universal security group that you created earlier.Before notifications are sent, first configure each notification channel, such as the settings for Simple Mail Transfer Protocol (SMTP). Notification messages are sent based on a notification template. Therefore, you must create a notification template. You can then use the Notification Subscription Wizard to subscribe a group of users to a notification that will be sent whenever the changes that you specify occur. Finally, you can verify that a notification is sent by manually generating the change.
  6. To create a System Center Virtual Machine Manager connectorIn the Service Manager console, click Administration. In the Administration pane, expand Administration, and then click Connectors. In the Tasks pane, under Connectors, click Create Connector, and then click Virtual Machine Manager connector. Complete these steps to complete the Virtual Machine Manager Connector Wizard: On the Before You Begin page, click Next. On the General page, in the Name box, type a name for the new connector. Make sure that Enable this connector is selected, and then click Next. On the Connection page, in the Server Information area, type the same of the computer hosting Virtual Machine Manager (VMM). On the Connection page, in the Credentials area, either select an existing account or click New, and then do the following: In the Run As Account dialog box, in the Display name box, type a name for the Run As account. In the Account list, select Windows Account. Enter the credentials for an account that has rights to connect VMM, and then click OK. On the Connection page, click Test Connection. In the Test Connection dialog box, make sure that The connection to the server was successful appears, and then click OK. On the Connection page, click Next. On the Summary page, make sure that the settings are correct, and then click Create. On the Completion page, make sure that you receive a “Virtual Machine Manager connector successfully created” message, and then click Close. To validate the creation of a System Center Virtual Machine Manager connectorIn the Connectors pane, locate the System Center Virtual Machine Manager connector that you created. Review the Status column for a status of Running. NOTE: Allow sufficient time for the import process to finish if you are importing a large number of virtual machines or clouds. In the Service Manager console, click Configuration Items. In the Tasks pane, click Create Folder. In the Create New Folder Wizard, do the following: In the Folder name box, type a name for the folder. For example, type Test. In the Management pack area, make sure that an unsealed management pack of your choice is selected, and then click OK. For example, select Service Catalog Generic Incident Request. In the Configuration Items pane, click the folder you just created. For example, click Test. In the Tasks pane, click Create View. In the Create View Wizard, do the following: On the General page, in the Name area, type a name for this view. For example, type VMMTemplates. In the Management pack area, make sure that an unsealed management pack of your choice is selected. For example, select Service Catalog Generic Incident Request. In the navigation pane of the wizard, click Criteria. In the Advanced Search area, click Browse. In the drop-down list (located to the right of the Type to filter box), select All basic classes. In the Type to filter box, type virtual machine template, click Virtual Machine Template, click OK, and then click OK to save and close the form. In the Configuration Items pane, expand the folder you created, and then click the view you created. For example, expand Test, and then click VMMTemplates In the VMMTemplates pane, you will see the Virtual Machine Manager templates that have been created.
  7. To create an Orchestrator connectorIn the Service Manager console, click Administration. In the Administration pane, expand Administration, and then click Connectors. In the Tasks pane, under Connectors, click Create Connector, and then click Orchestrator connector. Perform these steps to complete the Orchestrator Connector Wizard: On the Before You Begin page, click Next. On the General page, in the Name box, type a name for the new connector. Make sure that Enable this connector is selected, and then click Next. On the Connection page, in the Server Information area, type the URL of the Orchestrator Web service. On the Connection page, in the Credentials area, either select an existing account or click New, and then do the following: In the Run As Account dialog box, in the Display name box, type a name for the Run As account. In the Account list, select Windows Account. Enter the credentials for an account that has rights to connect Orchestrator, and then click OK. On the Connection page, click Test Connection. In the Test Connection dialog box, make sure that the message “The connection to the server was successful” appears, and then click OK. On the Connection page, click Next. On the Folder page, select a folder, and then click Next. On the Web Console URLNext. On the Summary page, make sure that the settings are correct, and then click Create. On the Completion page, make sure that you receive the message “Orchestrator connector successfully created,” and then click Close. To validate the creation of an Orchestrator connectorIn the Connectors pane, locate the Orchestrator connector that you created. Review the Status column for a status of Finished Success. NOTE: Allow sufficient time for the import process to finish if you are importing a large number of runbooks. In the Service Manager console, click Library. In the Library pane, expand Library, and then click Runbooks. Review the Runbooks pane, and note that your runbooks have been imported.
  8. Important: Before you can create the Configuration Manager connector, you have to verify that System Center Configuration Manager is installed in your environment, and you have to turn on Windows User Account Control (UAC). To create a Configuration Manager connectorIn the Service Manager console, click Administration. In the Administration pane, expand Administration, and then click Connectors. In the Tasks pane, under Connectors, click Create Connector, and then click Configuration Manager Connector. The System Center Configuration Manager Connector Wizard starts. On the Before You Begin page, click Next. On the General page, do the following: In the Name box, type a name for the new connector. In the Description box, type a description for the new connector. Make sure that the Enabled check box is selected, and then click Next. On the Select Management Pack page, in the Management Pack list, select either System Center Configuration Manager Connector Configuration or System Center Configuration Manager 2012 Connector Configuration, and then click Next. On the Connect to System Center Configuration Manager Database page, do the following: In the Database Server Name box, type the server name of the server that is hosting the System Center Configuration Manager site database and the database named instance, if applicable. In the Database Name box, type the name of the System Center Configuration Manager site database. In the Credentials area, select a Run As account, or create a new Run As account. The user account that you specify as the Run As account must be a member of the smsdbrole_extract and the db_datareader groups for the Configuration Manager site database. In the Credentials area, click Test Connection. In the Credentials dialog box, in the Password box, type the password for the account, and then click OK. In the Test Connection dialog box, if you receive the following confirmation message, click OK: The connection to the server was successful. Click Next. On the Collections page, select the appropriate collection, and then click Next. On the Schedule page, in the Synchronize list, set the frequency and time of synchronization, and then click Next. On the Summary page, confirm the connector settings you made, and then click Create. On the Confirmation page, make sure that you receive the following confirmation message: “You have successfully completed the System Center Configuration Manager Connector Wizard.” Then, click Close. NOTE: The System Center Configuration Manager Connector Wizard may take several hours to import data from System Center Configuration Manager. To validate the creation of a Configuration Manager connectorConfirm that the Configuration Manager connector that you created is displayed in the Connectors pane. In the Service Manager console, click Configuration Items. In the Configuration Items pane, expand Configuration Items, expand Computers, and then click All Windows Computers. Verify that the intended computers from Configuration Manager appear in the All Windows Computers pane. In the middle pane, double-click a newly imported computer. Verify that the appropriate computer details appear in the computer form. To confirm the status of a Configuration Manager connectorView the columns in the Connector pane; the columns contain information about the start time, the finish time, the status, and the percentage of completion.
  9. Two connectors for Operations Manager are available in System Center 2012 – Service Manager: the configuration item (CI) connector that imports objects that are discovered by Operations Manager into the Service Manager database, and an alert connector that can create incidents based on alerts. System Center Operations Manager collects information about many different types of objects, such as hard disk drives and Web sites. To import objects that are discovered by Operations Manager, Service Manager requires a list of class definitions for these objects; the list of definitions is in the System Center Operations Manager management packs. Therefore, you must import some System Center Operations Manager management packs into Service Manager. When you install Service Manager, a set of System Center Operations Manager management packs for common objects and the required Windows PowerShell scripts are copied to your Service Manager installation folder. If you have installed additional management packs in Operations Manager, and you want to add the data from those additional management packs to Service Manager, you can modify the configuration item (CI) connector to add the additional management packs. To create an Operations Manager alert connectorIn the Service Manager console, click Administration. In the Administration pane, expand Administration, and then click Connectors. In the Tasks pane, under Connectors, click Create Connector, and then click Operations Manager Alert Connector. Complete the following steps to complete the Operations Manager Alert Connector Wizard: On the Before You Begin page, click Next. On the General page, in the Name box, type a name for the new connector. Make sure that the Enable check box is selected, and then click Next. On the Server Details page, in the Server name box, type the name of the server that is hosting the Operations Manager root management server. Under Credentials, click New. In the Run As Account dialog box, in the Display name box, type a name for this Run As account. In the Account list, select Windows Account. In the User Name, Password, and Domain fields, type the credentials for the Run As account, and then click OK. For more information about the permissions that are required for this Run As account, see Accounts Required During Setup in the Planning Guide for System Center 2012 - Service Manager. On the Server Details page, click Test Connection. If you receive the following confirmation message, click OK, and then click Next: “The connection to the server was successful.” On the Alert Routing Rules page, click Add. In the Add Alert Routing Rule dialog box, create a name for the rule, select the template that you want to use to process incidents created by an alert, and then select the alert criteria that you want to use. Click OK, and then click Next. On the Schedule page, select Close alerts in Operations Manager when incidents are resolved or closed or Resolve incidents automatically when the alerts in Operations Manager are closed, click Next, and then click Create. Start the Operations Manager console on the SCOM server. Use the appropriate method, based on the version of Operations Manager you are using: In Operations Manager 2007 Service Pack 1 (SP1), in the Administration pane, click Product Connectors. In Operations Manager 2007 R2 and in System Center 2012 - Operations Manager, in the Administration pane, click Product Connectors, and then click Internal Connectors. In the Connectors pane, click the name of the alert connector that you specified in Service Manager. In the Actions pane, click Properties. In the Alert Sync: <name of connector> dialog box, click Add. In the Product Connector Subscription Wizard dialog box, on the General page, in the Subscription Name box, type the name for this subscription. For example, type All Alerts, and then click Next. On the Approve groups page, click Next. On the Approve targets page, click Next. On the Criteria page, click Create. In the Alert Sync:<name of connector> dialog box, click OK. To validate the creation of an Operations Manager alert connector· Confirm that the connector you created is displayed in the Service Manager console in the Connectors pane. · Confirm that incidents are created in Service Manager from alerts in Operations Manager. To create an Operations Manager CI connectorIn the Service Manager console, click Administration. In the Administration pane, expand Administration, and then click Connectors. In the Tasks pane, under Connectors, click Create Connector, and then click Operations Manager CI Connector. Complete the following steps to complete the Operations Manager CI Connector Wizard: On the Before You Begin page, click Next. On the General page, in the Name box, type a name for the new connector. Make sure that the Enable check box is selected, and then click Next. On the Server Details page, in the Server name box, type the name of the server that is hosting the Operations Manager root management server. Under Credentials, click New. In the User name, Password, and Domain boxes, type the credentials for the Run As account, and then click OK. For more information about the permissions that are required for this Run As account, see Accounts Required During Setup in the Deployment Guide for System Center 2012 - Service Manager. On the Server Details page, click Test Connection. If you receive the following confirmation message, click OK, and then click Next: “The connection to the server was successful.” On the MP Selection page, click Select all, or select the management packs that define the configuration items you want to import, and then click Next. On the Schedule page, click Next, and then click Next. On the Summary page, review the selections made and then click Create. On the Completion page, click Close. To validate the creation of an Operations Manager CI connectorConfirm that the objects that Operations Manager discovered are listed as configuration items in Service Manager. To confirm the status of an Operations Manager connectorView the columns in the Connector pane; the columns contain information about the start time, the finish time, the status, and the percentage of import completion.
  10. Now we are going to configure the Active Directory (AD) connector to Service Manager. In the Service Manager console, click Administration. In the Administration pane, expand Administration, and then click Connectors. In the Tasks pane, under Connectors, click Create Connector, and then click Active Directory Connector. Complete these steps in the Active Directory Connector Wizard: On the Before You Begin page, click Next. On the General page, in the Name box, type a name for the new connector. Make sure that the Enable this connector check box is selected, and then click Next. On the Domain or organizational unit page, select Use the domain: <domain name>. Or, select Let me choose the domain or OU, and then click Browse to choose a domain or an organizational unit (OU) in your environment. In the Credentials area, click New. In the Run As Account dialog box, in the Display name box, enter a name for the Run As account. In the Account list, select Windows Account. Enter the credentials for an account that has rights to read from AD DS, and then click OK. On the Domain or organizational unit page, click Test Connection. In the Test Connection dialog box, make sure that The connection to the server was successful is displayed, and then click OK. On the Domain or organizational unit page, click Next. On the Select objects, do the following: Select All computers, printers, users, and user groups to import all items or, Select Select individual computers, printers, users or user groups to import only the selected items or, Select Provide LDAP query filters for computers, printers, users, or user groups if you want to create your own Lightweight Directory Access Protocol (LDAP) query. If you want new users that are added to any groups you import to be added automatically to Service Manager, select Automatically add users of AD Groups imported by this connector, and then click Next. On the Summary page, make sure that the settings are correct, and then click Create. On the Completion page, make sure that you receive the following confirmation message: “Active Directory connector successfully created.” Then, click Close. To validate the creation of an Active Directory connectorIn the Connectors pane, locate the Active Directory connector that you created. You might have to wait for a minute before the connector appears. In the Connectors pane, review the Status column for a status of Finished Success. In the Configuration Items pane, expand Configuration Items. Expand Computers and All Windows Computers, and verify that the intended computers from AD DS appear in the All Windows Computers pane. Expand Printers, expand All Printers, and then verify that the intended printers from AD DS appear in the All Printers pane. In the Service Manager console, click Configuration Items. In the Configuration Items pane, click Users, and then verify that the intended users and user groups from AD DS appear in the Users pane. To confirm the status of an Active Directory connectorView the columns in the Connector pane; the columns contain information about the start time, the finish time, the status, and the percentage of imported configuration items.
  11. Hello everyone, if you have been following along with my guides, you should now have the Service Manager Management Server and Warehouse Server installed. We have a lot of configuration to go through. To start we will register the data warehouse. With an account that is a member of the Service Manager and data warehouse management administrators group, log on to the computer that hosts the Service Manager console. In the Service Manager console, select Administration. In the Administration pane, expand Administration. In the Administration view, in the Register with Service Manager’s Data Warehouse area, click Register with Service Manager Data Warehouse. In the Data Warehouse Registration wizard, on the Before You Begin page, click Next. On the Data Warehouse page, in the Server name box, type the fully qualified domain name (FQDN) of the computer hosting the data warehouse management server, and then click Test Connection. If the test is successful, click Next. On the Credentials page, you can accept the default entry in the Run as account list, and then click Next, or you can enter credentials from a user or group of your own choosing. On the Summary page, click Create. On the Completion page, when The data warehouse registration succeeded appears, click Close. A dialog box states that the report deployment process is not finished. This is to be expected. On the System Center Service Manager dialog box, click OK. In a few minutes, after you close the Data Warehouse Registration Wizard, the Data Warehouse button will be added to the Service Manager console. In the Service Manager console, click the arrow at the lower right corner of the Service Manager console buttons, and then click Show More Buttons. Now we have the Data Warehouse registered.
  12. Now that we have the Service Manager Management Server installed, we can move onto the Data Warehouse. Install PrerequisitesTo start, before we will actually be able to install Service Manager Management Server, we have to install a few prerequisites. § .NET Framework 3.5 SP1 § Microsoft SQL Server Analysis Management Objects § Microsoft SQL Server Native Client Install SCSM-WS (Warehouse Server)Start by either extracting the DVD contents, or mounting the ISO (the TechNet ISO is currently labelled as mu_system_center_2012_service_manager_with_sp1_x64_dvd_1348926). Start by opening your DVD drive, navigating to the corresponding architecture (i.e. x86 or amd64), and run the Setup.exe. On the splash screen click the Service Manager Data Warehouse Management Server install link. On the Product Registration screen, enter a Name, Organization, and Product Key. Also read the License Terms and check the ‘I agree’ checkbox, then click Next. On the Installation Location screen, you can either accept the default location, or change it according to your needs. Then click Next. The Prerequisite checker will run and indicate if there are any issues preventing the installation from continuing. If there are any identified issues, resolve the issue(s) until all checks are green and/or if there are only Warnings left. Then click Next. The next screen is to configure the Data Warehouse databases. You may encounter this Warning message. This is the same message from when we installed the Management Server for Service Manager. Click OK. This will return you to the Data Warehouse database screen. It may take some time but once it has connected to the instance successfully, click Next. When you click Next on the Data Warehouse database screen, you will be presented with the Data Warehouse Datamarts screen. This is where Service Manager collects the data from Operations Manager (OM), and Configuration Manager (CM). You will encounter this Warning message again, just click OK. This will return you to the Data Warehouse Datamarts screen. It may take some time but once it has connected to the instance successfully, click Next. On the Data Warehouse Management Group screen, provide a group name. Note that this should be different from other Management Groups (i.e. SCCM, SCOM). Also add a user or group as the Administrator. In a Production environment, it is best to use an Active Directory Security Group as it is easier to add/remove individuals. On the Reporting Server screen, you will have to wait for the validation to complete, then click Next. Next you need to either specify to use a Local Account, or specify a Domain Account for the Service Manager services. This can be the same domain account used for the services on the Management Server. You will not be able to click Next until the credentials are tested successfully. Once it is, then click Next. On the Reporting Account screen, provide an account and click the Test Credentials button. Then click Next. On the Analysis Services screen, we will accept the defaults in our lab example, and click Next. You next need to provide an Analysis Services service account. Provide the credentials and click the Test Credentials button. You will not be able to click Next until you do. Once tested, then click Next. On the CEIP screen, choose whether you will join the program, and then click Next. New to System Center 2012, you can choose to include the System Center product in Microsoft Updates. Make your applicable choice and then click Next. On the Summary screen, review the selections made, and then click Install. Once the installation is complete, ensure that the ‘Open the Encryption Backup or Restore Wizard’ checkbox is selected. Then click Close. Encryption Key BackupWhen the Encryption Key Backup wizard launches, read the Introduction information and then click Next. On the Backup or Restore screen, select ‘Backup the Encryption Key’ and click Next. On the Provide A Location screen, it is recommended to store the Encryption Key backup in a secure location (i.e. a file server that is regularly backed up). Enter an applicable UNC path, along with a filename, and then click Next. On the Provide A Password screen, provide a password for security purposes (and keep it in a secure location), and click Next. Once the backup is complete, click Finish. That completes the installation of Service Manager’s Warehouse Server. We now need to install the SharePoint / Self-Service Portal.
  13. We are now finally ready to install Service Manager. As an FYI, Service Manager requires a minimum of 2 servers. This is the largest deployment (as far as VMs go) even in a lab. This is because we cannot deploy Service Manager on a single server, even in a lab/POC environment. In fact, even Microsoft’s single computer scenario, actually tells you to install it on a physical host with a VM for the warehouse! And that doesn’t even take into account the SharePoint server needed for the self-service portal. So in our lab example, we will have 3 VMs. The first VM will have the Service Manager Management Server, Service Manager Database, and Service Manager Console. The second VM will have the Data Warehouse Management Server and the Data Warehouse Database. The third VM will be for SharePoint and the self-service portal. Install PrerequisitesTo start, before we will actually be able to install Service Manager Management Server, we have to install a few prerequisites. § .NET Framework 3.5 SP1 § Microsoft SQL Server Analysis Management Objects § Microsoft Report Viewer Redistributable § Microsoft SQL Server Native Client Install SCSM-MS (Management Server)Start by either extracting the DVD contents, or mounting the ISO (the TechNet ISO is currently labelled as mu_system_center_2012_service_manager_with_sp1_x64_dvd_1348926). Start by opening your DVD drive, navigating to the corresponding architecture (i.e. x86 or amd64), and run the Setup.exe. On the splash screen click the Service Manager Management Server install link. On the Product Registration screen, enter the applicable information, including reading and accepting the license terms, and click Next. On the Installation Location screen, you can change the install location if you want to, or accept the defaults, then click Next. From my personal experience, I have seen setups in Production environments have a dedicated HDD for the Operating System, and another for middleware. The Prerequisite check will run, and inform you of any issues found. If there are issues detected, resolve them as indicated, and then click the Check Prerequisites Again button. Until everything passes (or if there are only Warnings left), you will not be able to continue with the installation. Once the prereq check passes, you can click Next to continue with the installation. On the Service Manager database screen enter the SQL server name and select the appropriate instance, then click Next. For this lab example, we are installing the Service Manager database on the same server as the Service Manager Management Server. NOTE: You may encounter the following error when you get to the Service Manager Database screen. To understand more about this, see this TechNet article. According to Microsoft: “You can bypass this warning message and continue to install using the SQL_Latin1_General_CP1_CI_AS.” Read the article so that you are aware of why this occurs, etc. This is particularly important if you plan on using Service Manager’s CMDB in connection with System Center Operations Manager (SCOM) and/or System Center Configuration Manager (SCCM). When you encounter this Warning, just click OK. Your Service Manager database screen should look something similar to this. On the Management Group screen, provide a Management Group Name, and also add Group Administrators. It is easier if you create/add an Active Directory Security Group and add it as the Management Group Administrators, so that all you have to do is add users to the Security Group. Then click Next. On the Service Manager Services screen, either accept the default of Local System Account, or choose to provide a Domain Account. NOTE: If you choose to use a Domain Account, the Next button will be disabled until that account is successfully tested (via the Test Credentials button). Make your applicable choice, and then click Next. On the Service Manager Workflow Account screen, either accept the default of Local System Account, or choose to provide a Domain Account. NOTE: If you choose to use a Domain Account, the Next button will be disabled until that account is successfully tested (via the Test Credentials button). Make your applicable choice, and then click Next. On the CEIP screen, you can choose to join the program or not. There may be concerns about sending Production-type data to Microsoft, however, I recommend joining the program as this is how Microsoft improves their software. If no one sent their experience information, then the tools we use would never be improved. Mark your choice and then click Next. The Microsoft Update screen is new to System Center. Make your choice and click Next. Review the information presented on the Summary screen, and click Install. Once the installation in complete, ensure that the ‘Open the Encryption Backup or Restore Wizard after Setup Closes’ checkbox is selected. It is recommended to backup the encryption key as part of your disaster recovery planning. Encryption Key BackupWhen the Encryption Key Backup wizard launches, read the Introduction information and then click Next. On the Backup or Restore screen, select ‘Backup the Encryption Key’ and click Next. On the Provide A Location screen, it is recommended to store the Encryption Key backup in a secure location (i.e. a file server that is regularly backed up). Enter an applicable UNC path, along with a filename, and then click Next. On the Provide A Password screen, provide a password for security purposes (and keep it in a secure location), and click Next. Once the backup is complete, click Finish. That completes the installation of Service Manager’s Management Server. We now need to install the Service Manager Warehouse Server.
  14. Install Active Directory Domain Services Now that we have the VMs created, and the OS installed on both, we need to first install/setup Active Directory (AD). When you log into a new installation of Server 2012, Server Manager will auto launch. From Server Manager, click on Manage, and choose ‘Add Roles and Features’. On the Add Roles and Features Wizard, read the information on the Before You Begin dialog, and then click Next. On the Installation Type screen, select ‘Role-based on feature-based installation’ and then click Next. On the ‘Server Selection’ screen, since we are installed Active Directory on this local system, ensure that it is selected, and click Next. Side note: Windows Server 2012 has a new feature that allows you to remotely install Roles and Features on other systems. On the Server Roles screen, select ‘Active Directory Domain Services’. When you select ‘Active Directory Domain Services’, immediately you will be presented with the following dialog. Click Add Features. On the Features screen, accept what has already been selected by default, and click Next. On the AD DS screen, read the information presented, and click Next. On the Confirmation screen, check the ‘Restart the destination server automatically if required’ checkbox, and then click Install. Note: You are not required to check the ‘restart’ checkbox, however, you’re going to have to restart the system anyways after the installation, so you might as well let the system do it for you. Note: When you check off the ‘Restart the destination server automatically if required’ checkbox, you will immediately be prompted with the following dialog. Click Yes. On the Results screen, click Close. After the system restarts, and Server Manager launches, you will have to promote the server as a domain controller. This is because Active Directory has been installed, but that process does not automatically promote the server. Click on the ‘Promote this server to a domain controller’ link. On the Deployment Configuration screen, select ‘Add a new forest’ since this is the first domain controller in our lab. Then enter a root domain name, and click Next. In my example I am using “SC.LAB” for System Center Lab (since I will be installing all other System Center products in my lab eventually). For the Domain Controller Options, select the appropriate Forest functional level, and Domain functional level. This is more applicable if you already have an existing domain and are adding a new domain controller. But since this is the first domain controller in our new domain, then we’ll use the highest level, that of Windows Server 2012. Also, don’t forget to create the Directory Service Restore Mode password. Then press Next. On the DNS Options screen, you can ignore this warning message and click Next. On the Additional Options screen, click Next. On the Paths screen, normally you would change the location for the database, log files, and SYSVOL, but since we are just in a lab environment, we’ll leave it at the defaults and click Next. On the Review Options scree, review what you have entered/selected, and click Next. The Prerequisites Check screen will check and confirm that everything passes before promoting the system as a domain controller. You will notice in my screenshot, that I have 1 warning because I didn’t set a static IP for the server yet. After installation completes, the system will automatically restart. You will then be presented with the login screen. Something to note here, that because we were originally logged in with a local account, the first time you want to log on using a domain account you will have to type the domain\username; in my example SC\Administrator. When you login, you will then see in the Server Manager, that AD DS is now listed, along with DNS. Now all that you need to do is assign a static IP to your domain controller. To do this, in Server Manager, select Local Server from the panel on the left. From there, click on the Ethernet link labelled ‘IPv4 address assigned by DHCP, IPv6 enabled’. This will cause the Networks Connections explorer to open. From here, right click on the Ethernet network that is displayed. This is in fact the network connection that we configured when we first created the VM. On the Ethernet Properties dialog, select ‘Internet Protocol Version 4 (TCP/IPv4)’ and click the Properties button. Within the Internet Protocol Version 4 (TCP/IPv4) Properties dialog, enter a static IP, gateway, and DNS that is applicable to your network. Once all the items have been entered, click OK. You will also have to click Close on the Ethernet Properties dialog as well. Congratulations, you now have a domain setup in your lab environment. Add Systems to Your Domain Now that you have your domain setup, you need to add your other VMs to the domain before being able to install Service Manager. Log into the system you want to add to the domain. To do this in Server 2012, launch Server Manager, and click on Local Server. Then click on the computer name. This will launch the System Properties dialog. From this dialog, click the Change button. From this dialog, select the Domain option for ‘Member of’, and enter the domain name you want to join and press OK. After pressing OK, you are immediately presented with a Windows Security dialog, in which you need to enter the credentials of an account that has Domain Admin rights. Enter the credentials and click OK. Once the system is successfully joined to the domain, you will receive the following Welcome message. Press OK. After you press OK to the Welcome message, you will receive a second prompt, indicating that you need to restart the system for the changes to take effect. You will be back on the System Properties dialog. Press Close. When you press Close, you will receive yet another prompt about restarting the system. You can choose to Restart Now or Restart Later, but you won’t be able to install Service Manager without the VMs being added to the domain. After the system restarts, you will then be presented with the login screen. Something to note here, that because we were originally logged in with a local account, the first time you want to log on using a domain account you will have to type the domain\username; in my example SC\Administrator. Now we have our Active Directory server setup and ready, and the VMs we will be installing Service Manager on are joined to the domain.
  15. Install the Operating System Now that we have created the VMs for our lab, we can install the Operating System (OS). Start by connecting to one of the VMs, either by double clicking on the VM in Hyper-V Manager, right click the VM and choose Connect, or click on Connect from the Action pane/menu. When you have the VM connection up, and an ISO mounted, power the VM on. On the Windows Setup screen, select the Language, Time/Currency Format, and Keyboard Method appropriate, and click Next. All you have to do now is click Install Now. Next you have to choose the Operating System and version you want to install. In our lab example, I will choose Windows Server 2012 Standard (Server with a GUI). Make your selection and then click Next. You will have to accept the license terms, and then click Next. For the Installation Type, since we don’t already have an OS installed, we will choose the ‘Custom: Install Windows only (advanced)’ option. Now select the hard drive that you want to install the OS to. Since we only created one hard drive when setting up the VM, we only have one to choose from. Select it, and click Next. Now all you have to do is wait for the installation to finish. Once the installation is complete, you will be prompted to enter a password for the local administrator account. This is different from a domain-based local administrator account. Enter a password and click Finish. After some final quick configuration, you will then be presented with the login screen. Now repeat these steps for the other VMs in the lab. NOTE: After you install an OS, you will need to rename the computer within the OS. To do this in Server 2012, launch Server Manager, and click on Local Server. Then click on the computer name. This will launch the System Properties dialog. From this dialog, click the Change button. From this dialog, enter the name you want to call the computer. Press OK after entering the name. You will encounter the following prompt. Click OK. Then click Close on the System Properties dialog. You can choose to either Restart Now or Restart Later, but the name change will not take effect until you do so.
  16. Introduction: I use Hyper-V in my LAB and that's what all these virtual machines will be running on. In my lab, I have Windows Server 2012 Datacenter installed as the server OS on the host machine. All other virtual machines will be running Windows Server 2012 Standard edition, with the graphical user interface (GUI). My hardware consists of the following: Intel Xeon E5-2620 Asus P90X79 WS 64 GB G.Skill Ripjaws Z Series 2 x 256 GB / 1 x 512 GB Samsung 840 Pro Series SSD High Level Plan Here is a high level of what we are going to complete in this initial part of the series. Create the Lab Environment Install the Operating System Install Active Directory Domain Services Install SQL Server Install System Center Service Manager So now let’s start with the first part, system requirements and creating the lab environment. System Requirements Note: The following TechNet articles describe the Hardware and Software requirements for deploying Service Manager. This is the largest deployment (as far as VMs go) even in a lab. This is because we cannot deploy Service Manager on a single server, even in a lab/POC environment. In fact, even Microsoft’s single computer scenario, actually tells you to install it on a physical host with a VM for the warehouse! And that doesn’t even take into account the SharePoint server needed for the self-service portal. So in our lab example, we will have 3 VMs. The first VM will have the Service Manager Management Server, Service Manager Database, and Service Manager Console. The second VM will have the Data Warehouse Management Server and the Data Warehouse Database. The third VM will be for SharePoint and the self-service portal. Service Manager Management Server 4-Core 2.66 GHz CPU 8 GB of RAM 10 GB of available disk space ADO.NET Data Services Update for .NET Framework 3.5 SP1 for Windows Server 2008 R2 SQL Server 2008 R2 Native Client or SQL Server 2012 Native client Microsoft Report Viewer Redistributable Service Manager Database 8-core 2.66 gigahertz (GHz) CPU 8 gigabytes (GB) of RAM for 20,000 users, 32 GB of RAM for 50,000 users 80 GB of available disk space RAID Level 1 or Level 10 drive SQL Server Reporting Services (SSRS) The SQL Server and Analysis Services collation settings must be the same for the computers hosting the Service Manager database, data warehouse database, analysis services database, and Reporting Services database. For Service Manager in System Center 2012 SP1 and and System Center 2012 R2 Service Manager: SQL Server 2012 Analysis Management Objects, which are part of the SQL Server 2012 Feature Pack, are required regardless of the SQL Server version that you use Service Manager Console 2-core 2.0 GHz CPU 4 GB of RAM 10 GB of available disk space Microsoft Report Viewer Redistributable You must have Microsoft Excel 2007 or later installed in order view OLAP data cubes on the computer running the Service Manager console. ADO.NET Data Services Update for .NET Framework 3.5 SP1 for Windows Server 2008 R2 For Service Manager in System Center 2012 SP1 and System Center 2012 R2 Service Manager: SQL Server 2012 Analysis Management Objects are required regardless of the SQL Server version that you use Data Warehouse Management Server 4-Core 2.66 GHz CPU 8 GB of RAM When a data warehouse management group and SQL Server Analysis Services are hosted on a single server, it should contain at least 16 GB RAM. 10 GB of available disk space SQL Server 2008 R2 Native Client or SQL Server 2012 Native client Data Warehouse Databases 8-core 2.66 GHz CPU 8 GB of RAM for 20,000 users, 32 GB of RAM for 50,000 users 400 GB of available disk space RAID Level 1 or Level (1+0) drive SQL Server Reporting Services (SSRS) The SQL Server and Analysis Services collation settings must be the same for the computers hosting the Service Manager database, data warehouse database, analysis services database, and Reporting Services database. For Service Manager in System Center 2012 SP1 and and System Center 2012 R2 Service Manager: SQL Server 2012 Analysis Management Objects, which are part of the SQL Server 2012 Feature Pack, are required regardless of the SQL Server version that you use Self-Service Portal: Web Content Server with SharePoint Web Parts 8-Core 2.66 GHz CPU 8-core, 64-bit CPU for medium deployments 16 GB of RAM for 20,000 users, 32 GB of RAM for 50,000 users 80 GB of available hard disk space Microsoft Internet Information Services (IIS) 7 with IIS 6 metabase compatibility A Secure Sockets Layer (SSL) certificate can be used on the IIS server that hosts the Self-Service Portal For Service Manager in System Center 2012 SP1 and System Center 2012 R2 Service Manager: SQL Server 2012 Analysis Management Objects are required regardless of the SQL Server version that you use Create the Lab Environment: Hyper-V Configuration As mentioned, my environment uses Hyper-V. So, we’re going to start by configuring Hyper-V for our needs, and creating the Virtual Machines (VMs) required for our lab. The first thing we need to do is setup a Virtual Switch for the VMs to connect through. Launch Server Manager, click on Tools, and select Hyper-V Manager. When Hyper-V loads, it will have nothing in it. Even if we were to create a VM, it wouldn’t have a network connection to use. So we’ll start with creating a Virtual Switch. As you can from my screenshot, I have 2 LAN ports on my host. One of them has a connection to my home network and the Internet. In the Hyper-V Manager, click the Virtual Switch Manager from the Actions pane. Now, click on the Create Virtual Switch button. From here, you now need to configure the virtual switch that your VMs will use. Give it a name to clearly identify it (in my case I called it ‘External Network’), and choose the connection type. For more information about virtual networks, see the following TechNet article: http://technet.microsoft.com/en-us/library/cc816585(v=ws.10).aspx. Here is an excerpt from the article: External virtual networks. Use this type when you want to provide virtual machines with access to a physical network to communicate with externally located servers and clients. This type of virtual network also allows virtual machines on the same virtualization server to communicate with each other. This type of network may also be available for use by the management operating system, depending on how you configure the networking. (The management operating system runs the Hyper-V role.) For more information, see “A closer look at external virtual networks” later in this topic. Internal virtual networks. Use this type when you want to allow communication between virtual machines on the same virtualization server and between virtual machines and the management operating system. This type of virtual network is commonly used to build a test environment in which you need to connect to the virtual machines from the management operating system. An internal virtual network is not bound to a physical network adapter. As a result, an internal virtual network is isolated from all external network traffic. Private virtual networks. Use this type when you want to allow communication only between virtual machines on the same virtualization server. A private virtual network is not bound to a physical network adapter. A private virtual network is isolated from all external network traffic on the virtualization server, as well any network traffic between the management operating system and the external network. This type of network is useful when you need to create an isolated networking environment, such as an isolated test domain. For our demonstration, we are going to use an External Network so that the VMs can communicate with the Host system. Make all the appropriate selections and so forth, and then press OK. You may encounter the following warning message. This is because we are remotely connecting to the Host machine using the same network connection that we are about to setup as a Virtual Switch (hence selecting the ‘Allow management operating system to share this network adapter’ checkbox). Press ‘Yes’ to the dialog. Now that we have the virtual switch setup, we can start creating VMs for our lab. Create the Virtual Machines Let’s now create the VM’s we will need for the lab, specifically one for Active Directory, and 3 for Service Manager (since we can’t install all roles on the same server). In Hyper-V Manager, from the Actions pane, click on New and choose Virtual Machine. On the New Virtual Machine wizard beginning screen, click read the information presented and then click Next. Enter a name for the VM. Note that this is NOT the name the VM will have within the Operating System (unless you name it the same), but rather, used as an identifier in Hyper-V Manager. After you have entered a name, click Next. Now assign the amount of memory you want your VM to have, and then press Next. This is the screen where you connect your VM to the network that we created, then press Next. This is the screen where you configure how large a hard drive the VM will have. Make the appropriate customizations and click Next. For the Installation Options, choose if you will install an OS later, or if you want to use an ISO, then click Next. On the Summary screen, review your selections and entries, and click Finish. Once the VM is created, it will appear in the Hyper-V Manager. If you want to configure further settings, like the number of CPUs and mounting an OS ISO, right click on the VM and choose Settings or click on Settings from the Actions pane. Repeat these steps for each VM you need to create, in our case one for Active Directory and 3 for Service Manager. Here are the settings I have used for each of the VM’s: Active Directory: Virtual Machine Name: AD Memory: 2048 MBNOTE: Active Directory doesn’t need 2 GB of RAM, it will run fine with 512 MB. I just increased the RAM so that the OS would install/respond faster during setup. CPUs: 2 OS: Windows Server 2012 SCSM Management Server: Virtual Machine Name: SCSM-MS Memory: 8192 MBNOTE: You may need to increase the amount of RAM this VM has, depending on performance. CPUs: 4 HDD: 80 GB OS: Windows Server 2012 SCSM Warehouse Server: Virtual Machine Name: SCSM-WS Memory: 8192 MBNOTE: You may need to increase the amount of RAM this VM has, depending on performance. CPUs: 4 HDD: 80 GB OS: Windows Server 2012 SCSM SharePoint Server: Virtual Machine Name: SCSM-SP Memory: 8192 MBNOTE: You may need to increase the amount of RAM this VM has, depending on performance. CPUs: 4 HDD: 80 GB OS: Windows Server 2012
  17. Hello everyone, if you have been following along with my guides, you should now have Orchestrator installed. Orchestrator includes over 41 built-in workflow standard activities that perform a wide variety of functions. You can expand Orchestrator’s functionality and ability to integrate with other Microsoft and third-party platforms and products by installing integration packs. Integration packs for Orchestrator contain additional activities that extend the functionality of Orchestrator. For this lab example, we will download and install the System Center Integration Packs, which will enable Orchestrator to integrate with all the other System Center products. Download Integration PacksTo start, open a browser and navigate to the following URL: http://technet.microsoft.com/en-us/library/hh295851.aspx, and click on the last link in the page labelled “Integration Packs for System Center”. On the Integration Packs for System Center page, you can choose either the 2007 or 2012 Integration Packs. For this lab example, we will use the 2012 packs. Click on the link for each System Center product, which will bring you to another webpage. Look for the link under the ‘Downloading the Integration Pack’ section. This will bring you to the download page. Click the Download button, and select all 3 items to download. Note, you do not need to download and install the Best Practice Analyzer, or the Integration Toolkit, but they are useful to have. After the files are downloaded transfer them to the Orchestrator server (if you didn’t download them directly). Install Integration PacksStart by running the System_Center_2012_Orchestrator_Integration_Packs.exe. You will receive the following prompt to extract the files. Either accept the default or change it to another directory, then press OK. When the extraction is complete, you will receive the following prompt. Press OK. If you open the directory where the files were extracted to, you will see a bunch of files ending in .oip file extensions. These are the Orchestrator Integration Packs. Now open the Deployment Manager. Before we can use the Integration Packs, we need to Register and Deploy them. We have to start with registering the packs. Right-click on the Integration Packs folder and choose ‘Register IP with the Orchestrator Management Server’. This will launch the Integration Pack Registration Wizard. Register Integration PacksWhen you choose ‘Register IP with the Orchestrator Management Server’ from the Deployment Manager, this wizard will launch. Click Next. On the Selection screen, click the Add button to find the Integration Pack(s) you want to register. In the Open dialog, browse to where the .OIP files were extracted to, and select the Integration Pack you want to register. Note that you can only select one at a time, and are not able to multi-select. You can, however, register more than one at once. If you want to register more than one Integration Pack at once, just click the Add button again and select another .oip file. Once you have the file(s) selected click Next. The next screen will list everything the wizard finds. Click Finish to start the registration. You will encounter an End-User License Agreement for every Integration Pack (meaning if you are importing 5 packs at the same time, you will have 5 agreement prompts). Read the information presented and press Accept. Once the registration is complete, the Integration Packs will now be present under the Integration Packs directory. Deploy Integration PacksNow that the packs are registered with the Orchestrator server, we can now deploy them. In the Deployment Manager, right-click the Integration Packs directory and choose ‘Deploy IP to Runbook Server or Runbook Designer’. The Integration Pack Deployment Wizard will launch. Click Next. Now select the Integration Packs that you want to deploy. On this dialog you can select multiple packs, but only the packs that have been registered will appear for selection. Make your selection and then click Next. Next you need to supply the computer(s) that you want to deploy to. If you recall from the context menu, this is either to a Runbook Server or a Runbook Designer. So this can be the Runbook Server (in our lab example, the same server running all the other Orchestrator elements), or the Runbook Designer (which can be installed on an Administrator workstation). Add the various computer names, and then click Next. You can schedule the installation for the future (i.e. after-hours in Production), or install the packs immediately with the wizard. You also have control on how the installation will affect the system (i.e. stopping the Runbooks or not). Make the applicable selections and click Next. Review the information on this final screen and click Finish. The wizard will deploy the Integration Packs. Once the Integration Packs have been deployed, in the Runbook Designer you will see the additions (in this example the System Center packs) on the right in the Activities pane. Now we need to connect the pack(s) to the corresponding system. Configure Connection SettingsNow that we have the Integration Packs registered and deployed, we still need to provide connection information so that Orchestrator will be able to communicate and operation with these other systems. Open Runbook Designer, select Options from the menu, and select the system you want to configure connection settings for. In this example, we will use ‘SC 2012 Configuration Manager’. When the Connections dialog appears, click the Add button. On the Connection Entry screen, provide a name (to identify the connection), and fill in the Server, Username, and Password to use for the connection. In a Production environment, a dedicated Service Account would be created/used for each product connection. Don’t forget to test the connection to ensure it can communicate with the system you are integrating. Then press OK. The newly added connection will be shown. Click Finish. If you have more than one Integration Pack, you will have to configure the connections for each of them.
  18. We are now finally ready to install SCORCH. Install Prerequisites To start, before we will actually be able to install SCORCH, we have to install a few prerequisites. .NET Framework 3.5 SP1 .NET Framework 4.0 IIS (Web Server role) Install System Center Orchestrator Start by either extracting the DVD contents, or mounting the ISO (the TechNet ISO is currently labelled as en_system_center_2012_orchestrator_with_sp1_x86_dvd_1345499). Start by running the SetupOrchestrator.exe. On the splash screen click the Install link. On the Product Registration screen, fill in the Name, Organization and Product Key fields, and click Next. Read and accept the License Terms, and then click Next. On the Select Features screen, select what you want to install. In this lab example, we are installing all features onto the same server. Next you need to provide a Service Account for running the Runbooks, and accessing remote systems. Note that the account must have “Log on as a service” rights. Enter the account details, and then click the Test button. Once the credentials have been tested successfully, you will be able to click Next. Now you need to configure the database. Provide the server and instance, and click the Test Database Connection button. Only once the database connection has been successfully tested will you be able to click the Next button. Now you can also specify the database name. In this lab example we will accept the defaults and click Next. Now we need to configure the Orchestrator User Group. This group will have Administrative access to Orchestrator. You can locate and use an existing Security Group from Active Directory. Specify a User Group and click Next. On the Web Services screen, you have the opportunity to change the ports used. For this lab example we will accept the defaults and click Next. You can also change the installation location. For example, if you have a dedicated drive in the server for the Operating System, and a second drive for the middleware. Make the appropriate modifications if applicable, and then click Next. New to System Center 2012, you can use Microsoft Update to find updates for the product. In a Production environment, you would probably not want to do this, since there will more than likely be Change Management controls around updating/patching. In this lab example, I am not going to enable Microsoft Updates for the product, so that in the future I will be able to document the update/upgrade process in detail. Next, you can choose if you want to participate in the CEIP program. In a Production environment, this will probably not be accepted, as there may be some concern over private/personal data. In a lab/non-production environment though, I would personally choose to be a part of the program, because the information collected by Microsoft aids them in improving the product. If no one was willing to participate, then there would be no improvements. Finally, review the information on the Summary screen, and click Install. Once the installation is complete, you can select/de-select any of the listed checkboxes, and then click Close. Congratulations, you have now successfully installed System Center Orchestrator. It’s fairly simple/straight forward. But after installation you now need to work with Integration Packs, and Runbooks.
  19. In our last post, we installed Active Directory. Now we will install SQL Server. Install SQL Server At this point, since we will be installing SQL Server on the same server that we will be installing Orchestrator, it is expected that you have the VM created, the OS is installed, the appropriate networking has been configured, and it is joined to your lab domain. To avoid a specific installation error (see the end of the Install SQL Server section), you have to install the .NET Framework 3.5. So we’re going to complete this first before we start the installation of SQL. .NET Framework Installation To install the specific version of .NET that we require (version 3.5 in this case), start by launching the Server Manager, and selecting Manager > Add Roles and Features. On the Add Roles and Features Wizard, read the information on the Before You Begin screen, and then click Next. On the Installation Type screen, select ‘Role-based or feature-based installation’, and click Next. On the Server Selection screen, since we are installing SQL on the same server as Orchestrator, ensure that it is selected, and then click Next. On the Server Roles screen, we are not installing a Role, but rather a Feature, so just click Next. On the Features screen, select .NET Framework 3.5 Features, and click Next. Since in Windows Server 2012 the .NET Framework 4.x is the main framework, the OS installation does not contain the source files for this installation. Therefore, you will need to click on the ‘Specify an alternate source path’ link at the bottom of the dialog. You will need to provide the path to where the source files are. This is found within the installation media of Windows Server 2012. If you insert a DVD or mount an ISO, specify the path to the SxS folder (i.e. D:\Sources\SxS), and then press OK. Click Install, and once it has completed, click Close. SQL Installation Start by either extracting or mounting the SQL Server ISO, and run the setup.exe. In this example, we are installing SQL Server 2012 SP1. On the main installation screen, click on the Installation link on the left pane. From the Installation screen, click the ‘New SQL Server stand-along installation or add features to an existing installation’ link. This is initiate the installation. First, the Setup Support Rules will check for any issues. As long as there isn’t any ‘Failed’ issues, click OK to continue with the installation. Next, enter your product key or select the evaluation copy to install, and press Next. Accept the License Terms and choose if you will send usage data to Microsoft, then press Next. If you have an Internet connection, the installer will check if there are any applicable updates to the installation, and will download the updates to use during the install. Click Next. The Setup will perform another Setup Support Rules check. As long as there are no Failures, you can click Next. Next is the Setup Role. For our needs, we will choose ‘SQL Server Feature Installation’, then press Next. For the Feature Selection, select the following, and then press Next. § Database Engine Services § Management Tools – Basic and Complete (for running queries and configuring SQL services) The Installation Rules will run to determine if anything will block the SQL installation. If there are no Failures, click Next. Next we will configure the instance. You can choose either to use a Default instance, or a Named instance. In this example, I will use a named instance, so as to not get this installation of SQL mixed up with any other I will have in my lab. Make your applicable choice, and click Next. The setup will check and confirm there is enough space on the drive for the installation. If everything is reported as OK, click Next. You next have to configure the server, which includes the Service Accounts and Collation. In Production, it is best practice to have a separate account for each of the services. In our lab, we will leave everything at defaults, with the exception of changing the ‘SQL Server Agent’ startup type from ‘Manual’ to ‘Automatic’. After you have completed this, don’t click Next, but rather click on the Collation tab. On the Collation tab, you will need to click the Customize button to be able to change it appropriately. On the Customize dialog, select ‘SQL collation, used for backwards compatibility’. Within the list, find ‘SQL_Latin1_General_CP1_CI_AS’ and select it, then click OK. You will be back on the Server Configuration dialog, click Next. On the Database Engine Configuration screen, leave the Authentication Mode at ‘Windows authentication mode’. What do have to change is to add SQL Server Administrators. Click the Add button. On the next dialog, you will need to add either the user(s) or security group(s) you want to have administrator access to SQL. At a bare minimum, add the current user account, so that you can log into SQL Server. Add the user(s)/security group(s), and click OK. You will be back on the Database Engine Configuration screen, and your accounts will now be present. In my example, I have an Active Directory Security Group I specifically created for SQL Administrators. Then click Next. You can choose to send Error Reporting information to Microsoft. Make your choice, and click Next. The setup will now re-check the configuration rules, based on the selections and information that has been supplied. If it passes, click Next. Review the information on the Ready To Install screen, and then click Install. Note: during the installation, you may encounter the following error message. This is due to not having the .NET Framework 3.5 installed prior to attempting to install SQL Server. If you encounter this, cancel the SQL server installation, and install the .NET Framework 3.5 (which is an available feature within Roles and Features). You may have to wait a while for the Installation Progress to complete. On the Complete screen, click Close. Congratulations, you now have SQL Server installed and are finally ready to install System Center Orchestrator (SCORCH).
  20. In our last post we installed the Operating System on our VM's. Now, we will install Active Directory. Install Active Directory Domain Services Now that we have the VMs created, and the OS installed on both, we need to first install/setup Active Directory (AD). When you log into a new installation of Server 2012, Server Manager will auto launch. From Server Manager, click on Manage, and choose ‘Add Roles and Features’. On the Add Roles and Features Wizard, read the information on the Before You Begin dialog, and then click Next. On the Installation Type screen, select ‘Role-based on feature-based installation’ and then click Next. On the ‘Server Selection’ screen, since we are installed Active Directory on this local system, ensure that it is selected, and click Next. Side note: Windows Server 2012 has a new feature that allows you to remotely install Roles and Features on other systems. On the Server Roles screen, select ‘Active Directory Domain Services’. When you select ‘Active Directory Domain Services’, immediately you will be presented with the following dialog. Click Add Features. On the Features screen, accept what has already been selected by default, and click Next. On the AD DS screen, read the information presented, and click Next. On the Confirmation screen, check the ‘Restart the destination server automatically if required’ checkbox, and then click Install. Note: You are not required to check the ‘restart’ checkbox, however, you’re going to have to restart the system anyways after the installation, so you might as well let the system do it for you. Note: When you check off the ‘Restart the destination server automatically if required’ checkbox, you will immediately be prompted with the following dialog. Click Yes. On the Results screen, click Close. After the system restarts, and Server Manager launches, you will have to promote the server as a domain controller. This is because Active Directory has been installed, but that process does not automatically promote the server. Click on the ‘Promote this server to a domain controller’ link. On the Deployment Configuration screen, select ‘Add a new forest’ since this is the first domain controller in our lab. Then enter a root domain name, and click Next. In my example I am using “SC.LAB” for System Center Lab (since I will be installing all other System Center products in my lab eventually). For the Domain Controller Options, select the appropriate Forest functional level, and Domain functional level. This is more applicable if you already have an existing domain and are adding a new domain controller. But since this is the first domain controller in our new domain, then we’ll use the highest level, that of Windows Server 2012. Also, don’t forget to create the Directory Service Restore Mode password. Then press Next. On the DNS Options screen, you can ignore this warning message and click Next. On the Additional Options screen, click Next. On the Paths screen, normally you would change the location for the database, log files, and SYSVOL, but since we are just in a lab environment, we’ll leave it at the defaults and click Next. On the Review Options scree, review what you have entered/selected, and click Next. The Prerequisites Check screen will check and confirm that everything passes before promoting the system as a domain controller. You will notice in my screenshot, that I have 1 warning because I didn’t set a static IP for the server yet. After installation completes, the system will automatically restart. You will then be presented with the login screen. Something to note here, that because we were originally logged in with a local account, the first time you want to log on using a domain account you will have to type the domain\username; in my example SC\Administrator. When you login, you will then see in the Server Manager, that AD DS is now listed, along with DNS. Now all that you need to do is assign a static IP to your domain controller. To do this, in Server Manager, select Local Server from the panel on the left. From there, click on the Ethernet link labelled ‘IPv4 address assigned by DHCP, IPv6 enabled’. This will cause the Networks Connections explorer to open. From here, right click on the Ethernet network that is displayed. This is in fact the network connection that we configured when we first created the VM. On the Ethernet Properties dialog, select ‘Internet Protocol Version 4 (TCP/IPv4)’ and click the Properties button. Within the Internet Protocol Version 4 (TCP/IPv4) Properties dialog, enter a static IP, gateway, and DNS that is applicable to your network. Once all the items have been entered, click OK. You will also have to click Close on the Ethernet Properties dialog as well. Congratulations, you now have a domain setup in your lab environment. Add Systems to Your Domain Now that you have your domain setup, you need to add your other VM (the one that we will use for Orchestrator) to the domain before being able to install Orchestrator. Log into the system you want to add to the domain. To do this in Server 2012, launch Server Manager, and click on Local Server. Then click on the computer name. This will launch the System Properties dialog. From this dialog, click the Change button. From this dialog, select the Domain option for ‘Member of’, and enter the domain name you want to join and press OK. After pressing OK, you are immediately presented with a Windows Security dialog, in which you need to enter the credentials of an account that has Domain Admin rights. Enter the credentials and click OK. Once the system is successfully joined to the domain, you will receive the following Welcome message. Press OK. After you press OK to the Welcome message, you will receive a second prompt, indicating that you need to restart the system for the changes to take effect. You will be back on the System Properties dialog. Press Close. When you press Close, you will receive yet another prompt about restarting the system. You can choose to Restart Now or Restart Later, but you won’t be able to install Orchestrator without the VM being added to the domain. After the system restarts, you will then be presented with the login screen. Something to note here, that because we were originally logged in with a local account, the first time you want to log on using a domain account you will have to type the domain\username; in my example SC\Administrator. Now we have our Active Directory server setup and ready, and the VM we will be installing Orchestrator on is joined to the domain. Now we can move onto installing SQL Server.
  21. In our last post, we initially setup the VM's required for our lab. Now we'll focus on the OS. Install the Operating System Now that we have created the VMs for our lab, we can install the Operating System (OS). Start by connecting to one of the VMs, either by double clicking on the VM in Hyper-V Manager, right click the VM and choose Connect, or click on Connect from the Action pane/menu. When you have the VM connection up, and an ISO mounted, power the VM on. On the Windows Setup screen, select the Language, Time/Currency Format, and Keyboard Method appropriate, and click Next. All you have to do now is click Install Now. Next you have to choose the Operating System and version you want to install. In our lab example, I will choose Windows Server 2012 Standard (Server with a GUI). Make your selection and then click Next. You will have to accept the license terms, and then click Next. For the Installation Type, since we don’t already have an OS installed, we will choose the ‘Custom: Install Windows only (advanced)’ option. Now select the hard drive that you want to install the OS to. Since we only created one hard drive when setting up the VM, we only have one to choose from. Select it, and click Next. Now all you have to do is wait for the installation to finish. Once the installation is complete, you will be prompted to enter a password for the local administrator account. This is different from a domain-based local administrator account. Enter a password and click Finish. After some final quick configuration, you will then be presented with the login screen. Now repeat these steps for the other VMs in the lab. NOTE: After you install an OS, you will need to rename the computer within the OS. To do this in Server 2012, launch Server Manager, and click on Local Server. Then click on the computer name. This will launch the System Properties dialog. From this dialog, click the Change button. From this dialog, enter the name you want to call the computer. In my lab, I called the Active Directory computer “AD”, and the Orchestrator computer “SCORCH”. Press OK after entering the name. You will encounter the following prompt. Click OK. Then click Close on the System Properties dialog. You can choose to either Restart Now or Restart Later, but the name change will not take effect until you do so. In the next part of our guide, we will install Active Directory Domain Services, so stay tuned.
  22. SCORCH 2012 SP1 in a LAB – Installation (Part A – Create The Lab Environment) Introduction: I use Hyper-V in my LAB and that's what all these virtual machines will be running on. In my lab, I have Windows Server 2012 Datacenter installed as the server OS on the host machine. All other virtual machines will be running Windows Server 2012 Standard edition, with the graphical user interface (GUI). My hardware consists of the following: Intel Xeon E5-2620 Asus P90X79 WS 64 GB G.Skill Ripjaws Z Series 2 x 256 GB / 1 x 512 GB Samsung 840 Pro Series SSD High Level Plan Here is a high level of what we are going to complete in this initial part of the series. Create the Lab Environment Install the Operating System Install Active Directory Domain Services Install SQL Server Install System Center Orchestrator So now let’s start with the first part, system requirements and creating the lab environment. System Requirements Note: The following page on TechNet describes the requirements for deploying Orchestator. Management Server OS: Windows Server 2008 R2 or Windows Server 2012 CPU: Dual-core Intel microprocessor, 2.1 gigahertz (GHz) or better RAM: 1 gigabyte (GB) of RAM minimum, 2 GB or more recommended HDD: 200 megabyte (MB) of available hard disk space Software:Microsoft SQL Server 2008 R2 or Microsoft SQL Server 2012:Database Engine Service SQL_Latin1_General_CP1_CI_AS collation Microsoft .NET Framework 3.5 Service Pack 1 Runbook Server OS: Windows Server 2008 R2 or Windows Server 2012 CPU: Dual-core Intel microprocessor, 2.1 gigahertz (GHz) or better RAM: 1 gigabyte (GB) of RAM minimum, 2 GB or more recommended HDD: 200 megabyte (MB) of available hard disk space Software:A functional Orchestrator management server and database Orchestrator Web Service OS: Windows Server 2008 R2 or Windows Server 2012 CPU: Dual-core Intel microprocessor, 2.1 gigahertz (GHz) or better RAM: 1 gigabyte (GB) of RAM minimum, 2 GB or more recommended HDD: 200 megabyte (MB) of available hard disk space Software:A functional Orchestrator management server and database Internet Information Services (IIS) 7.0 Microsoft .NET Framework 3.5 Service Pack 1 Microsoft .NET Framework 4.5 (which further requires HTTP Activation) WCF HTTP Activation Runbook Designer OS: Windows Server 2008 R2, Windows Server 2012, or Windows 7 (32-bit or 64-bit) CPU: Dual-core Intel microprocessor, 2.1 gigahertz (GHz) or better RAM: 1 gigabyte (GB) of RAM minimum, 2 GB or more recommended HDD: 200 megabyte (MB) of available hard disk space Software:A functional Orchestrator management server and database Microsoft .NET Framework 3.5 Service Pack 1 Create the Lab Environment: Hyper-V Configuration As mentioned, my environment uses Hyper-V. So, we’re going to start by configuring Hyper-V for our needs, and creating the Virtual Machines (VMs) required for our lab. The first thing we need to do is setup a Virtual Switch for the VMs to connect through. Launch Server Manager, click on Tools, and select Hyper-V Manager. When Hyper-V loads, it will have nothing in it. Even if we were to create a VM, it wouldn’t have a network connection to use. So we’ll start with creating a Virtual Switch. As you can from my screenshot, I have 2 LAN ports on my host. One of them has a connection to my home network and the Internet. In the Hyper-V Manager, click the Virtual Switch Manager from the Actions pane. Now, click on the Create Virtual Switch button. From here, you now need to configure the virtual switch that your VMs will use. Give it a name to clearly identify it (in my case I called it ‘External Network’), and choose the connection type. For more information about virtual networks, see the following TechNet article: http://technet.microsoft.com/en-us/library/cc816585(v=ws.10).aspx. Here is an excerpt from the article: External virtual networks. Use this type when you want to provide virtual machines with access to a physical network to communicate with externally located servers and clients. This type of virtual network also allows virtual machines on the same virtualization server to communicate with each other. This type of network may also be available for use by the management operating system, depending on how you configure the networking. (The management operating system runs the Hyper-V role.) For more information, see “A closer look at external virtual networks” later in this topic. Internal virtual networks. Use this type when you want to allow communication between virtual machines on the same virtualization server and between virtual machines and the management operating system. This type of virtual network is commonly used to build a test environment in which you need to connect to the virtual machines from the management operating system. An internal virtual network is not bound to a physical network adapter. As a result, an internal virtual network is isolated from all external network traffic. Private virtual networks. Use this type when you want to allow communication only between virtual machines on the same virtualization server. A private virtual network is not bound to a physical network adapter. A private virtual network is isolated from all external network traffic on the virtualization server, as well any network traffic between the management operating system and the external network. This type of network is useful when you need to create an isolated networking environment, such as an isolated test domain. For our demonstration, we are going to use an External Network so that the VMs can communicate with the Host system. Make all the appropriate selections and so forth, and then press OK. You may encounter the following warning message. This is because we are remotely connecting to the Host machine using the same network connection that we are about to setup as a Virtual Switch (hence selecting the ‘Allow management operating system to share this network adapter’ checkbox). Press ‘Yes’ to the dialog. Now that we have the virtual switch setup, we can start creating VMs for our lab. Create the Virtual Machines Let’s now create the VM’s we will need for the lab, specifically one for Active Directory, and another for Orchestrator (since we are install all roles within the same server). In Hyper-V Manager, from the Actions pane, click on New and choose Virtual Machine. On the New Virtual Machine wizard beginning screen, click read the information presented and then click Next. Enter a name for the VM. Note that this is NOT the name the VM will have within the Operating System (unless you name it the same), but rather, used as an identifier in Hyper-V Manager. After you have entered a name, click Next. Now assign the amount of memory you want your VM to have, and then press Next. This is the screen where you connect your VM to the network that we created, then press Next. This is the screen where you configure how large a hard drive the VM will have. Make the appropriate customizations and click Next. For the Installation Options, choose if you will install an OS later, or if you want to use an ISO, then click Next. On the Summary screen, review your selections and entries, and click Finish. Once the VM is created, it will appear in the Hyper-V Manager. If you want to configure further settings, like the number of CPUs and mounting an OS ISO, right click on the VM and choose Settings or click on Settings from the Actions pane. Repeat these steps for each VM you need to create, in our case one for Active Directory and another for Orchestrator. Here are the settings I have used for each of the VM’s: Active Directory: Virtual Machine Name: AD Memory: 2048 MBNOTE: Active Directory doesn’t need 2 GB of RAM, it will run fine with 512 MB. I just increased the RAM so that the OS would install/respond faster during setup. CPUs: 2 OS: Windows Server 2012 SCORCH: Virtual Machine Name: SCORCH Memory: 4096 MBNOTE: You may need to increase the amount of RAM this VM has, depending on performance. CPUs: 2 OS: Windows Server 2012
  23. In our last post we installed SCVMM, now we need to install Reporting. Now that we have SCVMM installed, we want to be able to report on the utilization and capacity of our hosts and VMs. The only requirement for SCVMM reporting, isn’t SCVMM at all, but rather System Center Operations Manager (SCOM)! Huh? Why do you need to install a different System Center product just to have reporting for SCVMM. Well, according to Microsoft: “We did this for one big reason; to leverage the rich capabilities of object pickers available in the OpsMgr reporting infrastructure.” That, and “you need to establish the connection to Operations Manager since now in VMM we make our reports available exclusively from within the OpsMgr console.” So, if you don’t have SCOM setup yet (and don’t forget to include SCOM Reporting as well), then see my other SCOM Guides. SCOM Integration To start, open the SCVMM console and navigate to the Settings area. From there navigate to the ‘System Center Settings’ section. You should see only one setting option, labelled ‘Operations Manager Server’. Either right-click and choose Properties, choose Properties from the ribbon menu, or just double click on setting option. On the Introduction screen, read the important information presented. You will notice that we need a few accounts, and SCOM itself needs specific Management Packs installed, as well as having the SCOM console installed on the SCVMM server. Let’s start on satisfying these requirements. So for now, click Cancel. In my lab environment, in my domain/Active Directory, I have 2 Security Groups I created for System Center Administrators (namely ‘SCOM Admins’ and ‘SCVMM Admins’). So, for this integration element, I am going to create a new AD account and add it to both admin groups. I am not going to detail how to create AD accounts or Security Groups, but if detailed steps are needed, please let me know and I will add them. For guided steps on how to install/import Management Packs in SCOM, please see my applicable Configuration Guide. Install SCOM Console So, at this point I will assume that you have SCOM setup, an account that is an Administrator in both System Center tools, and the applicable Management Packs imported into SCOM. Let’s install the SCOM console. Start by mounting/extracting the SCOM ISO you used for installing SCOM, and run the setup.exe. On the Features screen, only select ‘Operations Console’ and click Next. Now specify the location you want to install the console, and click Next. The installer will run a prerequisite check to ensure there are no issues. In this example, for the SCOM console you need to install the Report Viewer Controls first (a link is provided). Correct any prerequisite issues, and then click ‘Verify Prerequisites Again’. If all prerequisites are installed, then you will be able to proceed with the setup. Click Next. Read the License Terms, check the ‘I have read, understood, and agree with the license terms’ checkbox, and click Next. Decide if you want to join the CEIP program, and then click Next. New to System Center 2012, you can choose to include this product as part of the Microsoft Updates check. Make your selection and then click Next. Review the information on the Summary page, and then click Install. The installation should be quick, since it is just the console. You can choose to de-select the ‘Start the Operations Console when the wizard closes’. I would suggest leaving this as-is, since we need the SCOM console to establish its connection with the SCOM server in order for the integration to work. When the console launches for the first time, you will be prompted for the SCOM Management Server. Enter a server name and then click Connect. Now that the SCOM console is installed and connected to the SCOM system, SCVMM will be able to utilize this for the integration communications. Now let’s return to the SCOM integration steps. SCOM Integration (Continued) Now that we have the SCOM console installed (and all other SCOM-related elements completed), we can continue with the integration so that SCVMM Reporting will be available. Go back to the SCVMM console and navigate to the Settings area. From there navigate to the ‘System Center Settings’ section. You should see only one setting option, labelled ‘Operations Manager Server’. Either right-click and choose Properties, choose Properties from the ribbon menu, or just double click on setting option. On the Introduction screen, read the important information presented. At this point I will assume that all prerequisites have been met. Click Next. You now have to provide the SCOM server name to connect to, along with an account that will have Administrator access in SCOM. You will also notice that you have 2 additional options to choose; Enabling PRO, and Maintenance Mode Integration. These are checked off by default. Decide what is applicable for your environment and click Next. In my lab example, I will accept the defaults. Now you need to provide an account that will allow SCOM to connect to VMM. Provide the username (along with domain) and password, and click Next. [ Review the information on the Summary page, and then click Finish. A Job dialog will appear, and show the progress of the task at hand. Once this completes successfully, you will have to manually close the Jobs window. You have now successfully integrated SCVMM with SCOM for the purpose of Reporting. To verify that everything is as it should be, open the SCOM console that was installed on the SCVMM server. This will initiate the connection, and import the necessary Management Packs and Reports into the system. Navigate to the Reports space, and select the ‘System Center 2012 Virtual Machine Manager Reports’ folder. From there you should now see a list of reports available which utilizes information from SCVMM. We now have SCVMM Reporting installed. But, there is an additional reporting element; Forecasting Analysis.
  24. In our last post we finished installing SQL Server. We are now finally ready to install SCVMM. Install Prerequisites To start, before we will actually be able to install SCVMM, we have to install a few prerequisites. Windows Assessment and Deployment Kit for Windows 8Deployment Tools Windows Preinstallation Environment (Windows PE) WADK Install SCVMM requires the Windows Assessment and Deployment Kit to be installed prior to installing SCVMM itself. Start by downloading the WADK from Microsoft: http://www.microsoft.com/en-us/download/details.aspx?id=30652 Once you have downloaded the WADK, copy it to your SCVMM system. Now run the ADKSetup.exe. You will first be presented with a dialog to specify the location for the install. You will also notice that there is an option to install the ADK or to download the files to install on a different system. If you system does not have an Internet connection then you are going to have to run the ADK installing on a system that does, and choose the ‘Download the Assessment and Deployment Kit for installation on a separate computer’. This will download all of the files required, and you will have a different ADKSetup.exe to run for “offline” installation. Make your appropriate selection and click Next. You can then choose to join the CEIP program or not. Make your selection and click Next. Read the License Agreement, and click Accept to proceed with the installation. On the Features screen, the only features you need to install is the ‘Deployment Tools’ and ‘Windows Preinstallation Environment (Windows PE)’. You can de-select all other options, and then click Install. If you are installing this on a system that has Internet connectivity, and you chose the first option on the initial screen, then the tool will go online and download all the files required. Note that this may take a little time for it to complete, depending on your Internet connectivity. Once the WADK finishes downloading the files required, it will automatically initiate the installation. When the installation is complete, click Close. Now we have everything that we need installed, and are ready to install SCVMM. Install SCVMM Start by either extracting the DVD contents, or mounting the ISO (the TechNet ISO is currently labelled as mu_system_center_2012_virtual_machine_manager_with_sp1_x64_dvd_1348927). Start by running the setup.exe. On the splash screen click the Install link. On the Select Features screen, select the feature you want to install. In our example, we are installing all features on the same server, so we will select all of them and click Next. You may notice that there is no Reporting option in comparison to other System Center product installations. This is because the reporting for SCVMM is actually integrated into the reporting feature of System Center Operations Manager (SCOM). We will go through various configuration steps after the installation is complete. If you are performing this installation in Production, you may want to provide Registration information for your organization along with a valid Product Key. Since this example is in a lab, I am not providing any information. Make applicable entries, and then click Next. Next read the License Agreement, check the applicable checkbox, and then click Next. Now you can choose if you want to be a part of the CEIP program. Make an applicable choice and then click Next. You can choose if you want to find updates for the product by using Microsoft Updates. Depending on your patching/upgrading policies/procedures, make an appropriate choice and then click Next. Next you need to provide an Installation Location. Ensure there is sufficient space and then click Next. You will now be asked to supply the Database Connection information. Enter the applicable information for your environment and then click Next. On this next screen you can specify the Service Account to use, and if you want to use Active Directory for your encryption keys. In a Production environment, this would be more applicable, but for our lab it doesn't matter. If you want to walk through the process/uses of this, then choose to enable the option and then click Next. On the Port Configuration screen, you can change the ports that SCVMM uses. Depending on your environment, you may have to make some modifications, but for our lab example, we will use the defaults. Next you need to specify the location for the SCVMM Library. This is the location that will contain all of your ISO’s, VHDs, etc. Be sure to provide sufficient space. Microsoft recommends 150 GB if you’re running a local version of SQL. In my lab example, since I am running out of space on my SSD drive, I opted to create a second VHD drive attached to the VM strictly for installing SCVMM, SQL, and the Library Share. Setup your environment accordingly, and click Next. Review the information presented on the Summary screen, and click Install. The installation may take some time, so be patient. Once it is complete, you can choose to check for the latest updates and open the console if you wish. Click Close. When SCVMM launches for the first time, you will have to provide a server name to connect to. You can choose to check off the ‘Automatically connect with these settings’ checkbox so that you don’t have to continue to enter the server name. Enter your server information and click Connect. The SCVMM console will launch. Navigate around the various areas. Congratulations, you have now successfully installed SCVMM. But if you look, something is missing; i.e. Reporting. Let’s configure that next.
  25. In our last post, we installed Active Directory, now we need to install SQL. At this point, since we will be installing SQL Server on the same server that we will be installing SCVMM, it is expected that you have the VM created, the OS is installed, the appropriate networking has been configured, and it is joined to your lab domain. To avoid a specific installation error (see the end of the Install SQL Server section), you have to install the .NET Framework 3.5. So we’re going to complete this first before we start the installation of SQL. .NET Framework Installation To install the specific version of .NET that we require (version 3.5 in this case), start by launching the Server Manager, and selecting Manager > Add Roles and Features. On the Add Roles and Features Wizard, read the information on the Before You Begin screen, and then click Next. On the Installation Type screen, select ‘Role-based or feature-based installation’, and click Next. On the Server Selection screen, since we are installing SQL on the same server as SCVMM, ensure that it is selected, and then click Next. On the Server Roles screen, we are not installing a Role, but rather a Feature, so just click Next. On the Features screen, select .NET Framework 3.5 Features, and click Next. Since in Windows Server 2012 the .NET Framework 4.x is the main framework, the OS installation does not contain the source files for this installation. Therefore, you will need to click on the ‘Specify an alternate source path’ link at the bottom of the dialog. You will need to provide the path to where the source files are. This is found within the installation media of Windows Server 2012. If you insert a DVD or mount an ISO, specify the path to the SxS folder (i.e. D:\Sources\SxS), and then press OK. Click Install, and once it has completed, click Close. SQL Installation Start by either extracting or mounting the SQL Server ISO, and run the setup.exe. In this example, we are installing SQL Server 2012 SP1. On the main installation screen, click on the Installation link on the left pane. From the Installation screen, click the ‘New SQL Server stand-along installation or add features to an existing installation’ link. This is initiate the installation. First, the Setup Support Rules will check for any issues. As long as there isn’t any ‘Failed’ issues, click OK to continue with the installation. Next, enter your product key or select the evaluation copy to install, and press Next. Accept the License Terms and choose if you will send usage data to Microsoft, then press Next. If you have an Internet connection, the installer will check if there are any applicable updates to the installation, and will download the updates to use during the install. Click Next. The Setup will perform another Setup Support Rules check. As long as there are no Failures, you can click Next. Next is the Setup Role. For our needs, we will choose ‘SQL Server Feature Installation’, then press Next. For the Feature Selection, select the following, and then press Next. Database Engine Services Management Tools – Basic and Complete (for running queries and configuring SQL services) The Installation Rules will run to determine if anything will block the SQL installation. If there are no Failures, click Next. Next we will configure the instance. You can choose either to use a Default instance, or a Named instance. In this example, I will use a named instance, so as to not get this installation of SQL mixed up with any other I will have in my lab. Make your applicable choice, and click Next. The setup will check and confirm there is enough space on the drive for the installation. If everything is reported as OK, click Next. You next have to configure the server, which includes the Service Accounts and Collation. In Production, it is best practice to have a separate account for each of the services. In our lab, we will leave everything at defaults, with the exception of changing the ‘SQL Server Agent’ startup type from ‘Manual’ to ‘Automatic’. After you have completed this, don’t click Next, but rather click on the Collation tab. On the Collation tab, you will need to click the Customize button to be able to change it appropriately. On the Customize dialog, select ‘SQL collation, used for backwards compatibility’. Within the list, find ‘SQL_Latin1_General_CP1_CI_AS’ and select it, then click OK. You will be back on the Server Configuration dialog, click Next. On the Database Engine Configuration screen, leave the Authentication Mode at ‘Windows authentication mode’. What do have to change is to add SQL Server Administrators. Click the Add button. On the next dialog, you will need to add either the user(s) or security group(s) you want to have administrator access to SQL. At a bare minimum, add the current user account, so that you can log into SQL Server. Add the user(s)/security group(s), and click OK. You will be back on the Database Engine Configuration screen, and your accounts will now be present. In my example, I have an Active Directory Security Group I specifically created for SQL Administrators. Then click Next. You can choose to send Error Reporting information to Microsoft. Make your choice, and click Next. The setup will now re-check the configuration rules, based on the selections and information that has been supplied. If it passes, click Next. Review the information on the Ready To Install screen, and then click Install. Note: during the installation, you may encounter the following error message. This is due to not having the .NET Framework 3.5 installed prior to attempting to install SQL Server. If you encounter this, cancel the SQL server installation, and install the .NET Framework 3.5 (which is an available feature within Roles and Features). You may have to wait a while for the Installation Progress to complete. On the Complete screen, click Close. Congratulations, you now have SQL Server installed and are finally ready to install System Center Virtual Manager (SCVMM). Now we can install SCVMM.
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