Users Guide

ManualsBrandsDell ManualsActive System ManagerOpenManage Essentials Version 2.2

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Table Of Contents

Dell OpenManage Essentials Version 2.2 User's Guide
About OpenManage Essentials
- What is New in This Release
- Other Information You May Need
- Contacting Dell
Installing OpenManage Essentials
- Installation Prerequisites and Minimum Requirements
  - Minimum Recommended Hardware
  - Minimum Requirements
- Terms and Conditions for Using Relational Database Management Systems
- Minimum Login Roles for Microsoft SQL Server
- Database Size and Scalability
- Downloading OpenManage Essentials
- Installing OpenManage Essentials
  - Custom Setup Installation
- Setting Up OpenManage Essentials Database on a Remote SQL Server
- Retargeting the OpenManage Essentials Database
- Installing OpenManage Essentials on a Domain Controller
- Installing Dell SupportAssist
- Installing Repository Manager
- Installing Dell License Manager
- Setting Up and Configuring VMware ESXi 5
- Upgrading OpenManage Essentials
- Uninstalling OpenManage Essentials
- Migrating IT Assistant to OpenManage Essentials
Getting Started With OpenManage Essentials
- Launching OpenManage Essentials
- Configuring OpenManage Essentials
- Discovery Wizard Configuration
- Configuring Discovery Settings
- Using the OpenManage Essentials Home Portal
- OpenManage Essentials Heading Banner
- Customizing Portals
- Displaying Additional Available Reports and Graphs
  - Drilling Down Charts and Reports for More Information
- Saving and Loading the Portal Layout
- Updating the Portal Data
- Hiding Graphs and Reports Components
- Rearranging or Resizing Graphs and Reports (Components)
- Filtering Data
- Search Bar
- Map View (Home) Portal
- Viewing the User Information
- Logging On As a Different User
- Using the Update Available Notification Icon
- Using the Warranty Scoreboard Notification Icon
OpenManage Essentials Home Portal — Reference
- Dashboard
- Schedule View
  - Schedule View Settings
- Device Warranty Report
- Map View (Home) Portal Interface
Discovering and Inventorying Devices
- Supported Devices, Protocols, and Features Matrix
- Supported Operating Systems (Servers), Protocols, and Features Matrix
- Supported Storage Devices, Protocols, and Features Matrix
- Legend and Definitions
- Using the Discovery and Inventory Portal
- Protocol Support Matrix for Discovery
- Protocol Support Matrix for System Update
- Devices Not Reporting Service Tag
- Creating a Discovery and Inventory Task
  - Changing the Default SNMP Port
  - Discovering and Inventorying Dell Devices Using WS-Man Protocol With a Root Certificate
- Discovering a Chassis and its Components Using the Guided Wizard
- Excluding Ranges
- Viewing Configured Discovery and Inventory Ranges
- Scheduling Discovery
  - Discovery Speed Slider
  - Multithreading
- Scheduling Inventory
- Configuring Status Polling Frequency
- Task Pop-Up Notifications
  - Configuring Task Pop-Up Notifications
  - Enabling or Disabling Task Pop-Up Notifications
Discovery And Inventory — Reference
- Discovery and Inventory Portal Page Options
- Discovery and Inventory Portal
  - Last Discovery and Inventory
  - Discovered Versus Inventoried Devices
  - Task Status
- Viewing Device Summary
  - Viewing Device Summary Filter Options
- Add Discovery Range
- Discovery Configuration
  - Discovery Configuration Options
- Device Type Filtering
- ICMP Configuration
  - ICMP Configuration Options
- SNMP Configuration
  - SNMP Configuration Options
- WMI Configuration
  - WMI Configuration Options
- Storage Configuration
  - Storage Configuration Options
- WS-Man Configuration
  - WS-Man Configuration Options
- SSH Configuration
  - SSH Configuration Options
- IPMI Configuration
  - IPMI Configuration Options
- Discovery Range Action
- Summary
- Add Exclude Range
  - Add Exclude Range Options
- Discovery Schedule
  - Viewing Discovery Configuration
  - Discovery Schedule Settings
- Inventory Schedule
  - Inventory Schedule Settings
- Status Schedule
  - Status Polling Schedule Settings
- Discovery Ranges
- Exclude Ranges
Managing Devices
- Viewing Devices
  - Device Summary Page
  - Nodes and Symbols Description
  - Device Details
- Viewing Device Inventory
- Viewing Alerts Summary
- Viewing System Event Logs
- Searching for Devices
- Creating a New Group
- Adding Devices to a New Group
- Adding Devices to an Existing Group
- Hiding a Group
- Deleting a Group
- Single Sign-On
- Creating a Custom URL
  - Launching the Custom URL
- Configuring Warranty Email Notifications
- Configuring Warranty Scoreboard Notifications
- Configuring Warranty Pop-Up Notifications
- Using Map View
  - Map Providers
  - Configuring Map Settings
  - General Navigation and Zooming
  - Home View
  - Tool Tip
  - Selecting a Device on Map View
  - Health and Connection Status
  - Multiple Devices at the Same Location
  - Setting a Home View
  - Viewing All Map Locations
  - Adding a Device to the Map
  - Moving a Device Location Using the Edit Location Details Option
  - Importing Licensed Devices
  - Using the Map View Search Bar
  - Removing All Map Locations
  - Editing a Map Location
  - Removing a Map Location
  - Exporting All Device Locations
- Dell PowerEdge FX Chassis View
  - Tool Tip and Device Selection
  - Overlays
  - Right-Click Actions
  - Navigation Trail
- Support For PowerEdge FX Chassis Sleds
- VLAN Configuration Management
  - Requirements for VLAN Configuration Management
  - Viewing the VLAN Configuration Inventory
  - Assigning VLAN IDs
  - Resetting all VLAN IDs
  - Setting the Default VLAN ID Values
- Dell NAS Appliance Support
- OEM Device Support
Devices — Reference
- Viewing Inventory
  - Viewing Alerts
- Viewing Hardware Logs
  - Hardware Log Details
- VLAN Configuration
- VLAN Configuration Task
- Task Results
- Alert Filters
- Viewing Non-Compliant Systems
  - Non-Compliant Systems
- Device Search
  - Query Results
- Creating Device Group
- Map View (Devices) Tab Interface
  - Devices at this location
  - Map Settings
Deployment and Re-provisioning
- OpenManage Essentials — Server Configuration Management License
  - Licensable Servers
  - Purchasing the License
  - Deploying the License
  - Verifying License Information
  - Viewing Unlicensed Server Targets
- Device Requirements for Deployment and Compliance Tasks
- Getting Started for Device Configuration Deployment
- Overview of Bare Metal Deployment
- Viewing the Deployment Portal
- Configuring the Deployment File Share
- Creating a Device Configuration Template
  - Creating a Device Configuration Template From a Device Configuration File
  - Creating a Device Configuration Template From a Reference Device
- Adding Devices to the Repurpose and Bare Metal Devices Group
- Managing Device Configuration Templates
  - Viewing the Device Configuration Template Attributes
  - Cloning a Device Configuration Template
  - Editing a Device Configuration Template
  - Exporting a Device Configuration Template
- Deploying a Device Configuration Template (Bare Metal Deployment)
- Deploying IOA Configuration Template
  - IOA Operational Modes and the Deployment Task Status
- Deploying a Network ISO Image
- Removing Devices From the Repurpose and Bare Metal Devices Group
- Auto Deploying Device Configurations
  - Configuring Auto Deployment Settings
  - Setting Up Device Configuration Auto Deployment (Bare Metal Deployment)
  - Managing Auto Deployment Credentials
  - Adding a Discovery Range for Auto Deployment
  - Removing Devices From an Auto Deployment Task
- Importing Device Specific Attributes
- Import File Requirements
- Exporting Device Specific Attributes
- Viewing the Deployment Tasks
- Managing the Virtual I/O Identities of a Server (Stateless Deployment)
- Overview of Stateless Deployment
- Virtual I/O Pools
  - Creating a Virtual I/O Pool
  - Editing a Virtual I/O Pool
  - Viewing the Definitions of a Virtual I/O Pool
  - Renaming a Virtual I/O Pool
  - Deleting a Virtual I/O Pool
  - Viewing the Virtual I/O Identities Assigned or Deployed on a Device
- Compute Pools
  - Creating a Compute Pool
  - Deploying a Device Configuration Template (Stateless Deployment)
  - Automatic Locking of a Compute Pool
  - Unlocking a Compute Pool
  - Editing the Definitions of a Compute Pool
  - Viewing the Definitions of a Compute Pool
  - Removing a Server From a Compute Pool
  - Renaming a Compute Pool
  - Deleting a Compute Pool
  - Replacing a Server
  - Reclaiming Deployed Virtual I/O Identities of a Server
  - Reclaiming Assigned Virtual I/O Identities
  - Setting Up Device Configuration Auto Deployment (Stateless Deployment)
  - Viewing the Profile (Last Deployed Attributes)
- Known Limitations for Stateless Deployment
- Additional Information
Deployment – Reference
- Icons and Descriptions
- Repurpose and Bare Metal Devices
- Auto Deployment
- Tasks
- Task Execution History
- Device Configuration Template Details
- IOA VLAN Attributes
- Device Configuration Setup Wizard
  - File Share Settings
  - Add Devices to Repurpose and Bare Metal Device Group
- Create Template Wizard
- Create Virtual I/O Pool Wizard
  - Name and Description
  - Ethernet Identities
  - FCoE Node Name Identities
  - FCoE Port Name Identities
  - iSCSI IQN Identities
  - Summary
- Virtual I/O Pools
- Virtual I/O Pool Summary
  - Summary
  - Devices with Identities
- Create Compute Pool Wizard
  - Name and Description
  - Select Template
  - Select ISO Location
  - Select Virtual I/O Pool
  - Select Devices
  - Edit Attributes
  - Summary
- Compute Pool Summary
- Compute Pool Details
- Server Details
- Deploy Template Wizard
  - Name and Deploy Options
  - Select Template
  - Select Devices
  - Select ISO Location
  - Select Virtual I/O Pool
  - Edit Attributes
  - Options
  - Set Schedule
  - Preview
  - Summary
- Setup Auto Deployment Wizard
  - Select Deploy Options
  - Select Template
  - Select ISO Location
  - Select Virtual I/O Pool
  - Import Service Tags/Node IDs
  - Edit Attributes
  - Execution Credentials
  - Summary
- Manage Auto Deployment Credentials
  - Credentials
  - Devices
- Replace Server Wizard
  - Name
  - Source and Target
  - Review Source Attributes
  - Options
  - Credentials
  - Summary
- Reclaim Identities Wizard
  - Name
  - Select Devices
  - Identity Assignments
  - Options
  - Credentials
  - Summary
Managing Server Configuration Baseline
- Viewing the Device Compliance Portal
- Getting Started for Device Configuration Compliance
- Device Configuration Compliance Overview
- Configuring the Credentials and Device Configuration Inventory Schedule
- Associating Target Devices to a Configuration Template
- Viewing the Device Configuration Inventory
- Viewing the Device Compliance Status
- Viewing the Compliance Tasks
Configuration – Reference
- Device Compliance
  - Device Compliance Graph
  - Device Compliance Table
- Tasks
- Task Execution History
- Associate Devices To Template Wizard
  - Select Template
  - Select Devices
- Configuration Inventory Schedule Wizard
  - Inventory Credentials
  - Schedule
Viewing Inventory Reports
- Choosing Predefined Reports
  - Predefined Reports
- Filtering Report Data
- Exporting Reports
Reports — Reference
- Server Inventory Reports
- Server Configuration Reports
- Warranty & License Reports
  - Warranty Information
  - License Information
- Virtualization Reports
  - ESX Information
  - HyperV Information
- Asset Reports
Viewing Warranty Reports
- Extending Warranty
Managing Alerts
- Viewing Alerts and Alert Categories
- Viewing Previously Configured Alert Actions
- Handling Alerts
  - Flagging an Alert
  - Creating and Editing a New View
- Configuring Alert Actions
- Working With Sample Alert Action Use Cases
  - Use Cases in Alert Actions
- Configuring Alert Log Settings
- Renaming Alert Categories and Alert Sources
- Alert Pop-Up Notifications
  - Configuring Alert Pop-Up Notifications
  - Enabling or Disabling Alert Pop-Up Notifications
- Managing MIB Files
- Managing Traps
  - Customizing Trap Definitions
  - Resetting Built-in Trap Definitions
Alerts — Reference
- Alert Logs
- Alert Log Settings
- Alert View Filters
- Alert Actions
- Alert Categories
  - Alert Categories Options
  - Edit Trap Definitions
- Alert Source
- Manage MIBs
- Manage Traps
  - Custom Trap Definitions
  - Reset Built-in Trap Definitions
Updating Server BIOS, Firmware, Drivers, and Applications
- Viewing the System Update Page
- Understanding Server BIOS Firmware and Drivers Sources
- Choosing the Right Source for Updates
- Selecting an Update Catalog Source
- Viewing Comparison Results
- System Update Use Case Scenarios
- Applying System Updates Using the Non-Compliant Systems Tab
  - Viewing Updated Status
- Applying System Updates Using the System Update Task Wizard
- Updating Firmware, BIOS, and Drivers Without OMSA
- View Active Catalog
- Issues and Resolutions Use Case Scenarios
- Configuring the Settings for Automatic Purging of Downloaded Files
System Update — Reference
- Filter Options
- System Update
- Select a Catalog Source
- View Active Catalog
Managing Remote Tasks
- About Remote Tasks
- Managing Command Line Task
  - Managing RACADM Command Line Tasks
  - Managing Generic Command Line Task
- Managing Server Power Options
- Deploying Server Administrator
  - Supported Windows and Linux Packages
  - Arguments
- Deploying iDRAC Service Module
  - Supported Windows and Linux Packages
- Collecting Firmware and Driver Inventory
- Updating the inventory collector component
- Working With Sample Remote Tasks Use Cases
  - Use Cases in Remote Tasks
- Device Capability Matrix
Remote Tasks — Reference
- Remote Tasks Home
- Remote Tasks
- Command Line Task
- Firmware and Driver Inventory Collection Task
Managing Security Settings
- Using Security Roles and Permissions
- Microsoft Windows Authentication
- Assigning User Rights
- Using Custom SSL Certificates (Optional)
  - Configuring IIS Services
- Supported Protocols and Ports in OpenManage Essentials
  - Supported Protocols and Ports on Management Stations
  - Supported Protocols and Ports on Managed Nodes
- Firewall Rules
- Dell OpenManage Framework
Troubleshooting
- OpenManage Essentials Troubleshooting Tool
- Troubleshooting Procedures
Frequently Asked Questions
- Installation
- Upgrade
- Tasks
- E-mail Alert Action
- Discovery
- Inventory
- System Update
- Managing Device Configurations
- Device Group Permissions
- Deployment and Configuration Compliance
- Logs
  - Log Levels
- Backup and Restore
- Troubleshooting
Managing Device Group Permissions
- Adding Users to the OmeSiteAdministrators Role
- Assigning Device Groups to a User
- Removing Users From the OmeSiteAdministrators Role
OpenManage Mobile Settings
- Enabling or Disabling Alert Notifications For OpenManage Mobile
- Enabling or Disabling OpenManage Mobile Subscribers
- Deleting an OpenManage Mobile Subscriber
- Viewing the Alert Notification Service Status
  - Notification Service Status
- Viewing the OpenManage Mobile Subscriber Information
  - Mobile Subscriber Information
- Troubleshooting OpenManage Mobile
Settings — Reference
- Alert Settings
- Custom URL Settings
- Deployment Settings
- Device Tree Settings
- Discovery Settings
- Email Settings
- General Settings
- Task Settings
- Warranty Notification Settings
- Permissions
- Purge Download Settings
Logs — Reference
- User Interface Logs
- Application Logs
Dell Solutions
Right-Click Actions
- Schedule View
- Device Status
- Discovery Range Summary
  - Managing Include Ranges
- View Filters
- Alerts
- Remote Tasks
- Custom URL
- System Update Tasks
- Attributes Tab
- Templates
- Compute Pools
- Virtual I/O Pools
  - Virtual I/O Pool
  - Devices with Identities
- Compliance by Template
- Device Compliance
Tutorials
Using OpenManage Essentials Command Line Interface
- Launching the OpenManage Essentials Command Line Interface
- Creating a Discovery Profile Input File
- Specifying IPs, Ranges, or Host names Using XML or CSV Files
- Specifying Input Files in PowerShell
- Command Line Interface Commands

Managing Server Configuration Baseline

The configuration of a server or chassis in a production environment must be properly maintained to ensure availability of the

server. These server configuration settings tend to be drifted over time because of various reasons. The Device Compliance Portal

enables you to verify and ensure the compliance of multiple servers and chassis to a device configuration template that serves as a

baseline. The compliance status indicates if there is any difference between the current configuration settings and its corresponding

baseline configuration template. The Device Compliance Portal also allows you to create baseline template, and assign the desired

template to multiple production servers for establishing the baselines.

NOTE: A device is considered to be compliant if it matches with all the settings defined in the associated template. A

device with additional hardware (for example, an additional NIC card), is also considered to be compliant. A device may

become non-compliant if there is a change in either the device inventory or the associated template. If the associated

template is changed, the template must be redeployed to the associated devices.

NOTE: Compliance tasks are not supported for IOA templates.

Using the Device Compliance Portal, you can:

• Create a configuration template from a server or chassis configuration file

• Create a configuration template from a server or chassis

• Edit a configuration template

• Associate a configuration template to a server or chassis

• Configure the credentials and schedule the device configuration inventory for target devices

• View the tasks that have been created and their status

• Configure the deployment file share

NOTE: The

device configuration deployment

and

configuration compliance

features are licensed (fee-based) for

supported servers (Dell’s 12th generation or later PowerEdge servers with iDRAC). However, using these features on

supported Dell chassis is free and does not require a license. Creating a device configuration template from either a

server or chassis does not require a license as well. For more information on licensing, see

OpenManage Essentials —

Server Configuration Management License.