Users Guide

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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

Contents

1 About OpenManage Essentials.......................................................................................19

What is New in This Release............................................................................................................................................. 19

Other Information You May Need.................................................................................................................................... 20

Contacting Dell.................................................................................................................................................................20

2 Installing OpenManage Essentials..................................................................................21

Installation Prerequisites and Minimum Requirements.......................................................................................................21

Minimum Recommended Hardware............................................................................................................................21

Minimum Requirements..............................................................................................................................................22

Terms and Conditions for Using Relational Database Management Systems................................................................... 22

Minimum Login Roles for Microsoft SQL Server.............................................................................................................. 23

Database Size and Scalability........................................................................................................................................... 23

Downloading OpenManage Essentials..............................................................................................................................24

Installing OpenManage Essentials.....................................................................................................................................24

Custom Setup Installation.......................................................................................................................................... 25

Setting Up OpenManage Essentials Database on a Remote SQL Server......................................................................... 26

Retargeting the OpenManage Essentials Database..........................................................................................................26

Backing Up the OpenManage Essentials Database.....................................................................................................27

Restoring the OpenManage Essentials Database....................................................................................................... 27

Creating a New User in SQL Server........................................................................................................................... 27

Connecting to the OpenManage Essentials Database................................................................................................28

Installing OpenManage Essentials on a Domain Controller................................................................................................28

Installing OpenManage Essentials on a Domain Controller With a Remote Database................................................. 29

Installing OpenManage Essentials on a Domain Controller With a Local Database .....................................................30

Adding Users to the OpenManage Essentials User Groups.........................................................................................31

Enabling SQL Server and Windows Authentication Mode in SQL Server ................................................................... 31

Verifying SQL Server TCP/IP Status ......................................................................................................................... 31

Installing Dell SupportAssist..............................................................................................................................................32

Installing Repository Manager.......................................................................................................................................... 33

Installing Dell License Manager.........................................................................................................................................33

Setting Up and Configuring VMware ESXi 5.................................................................................................................... 33

Upgrading OpenManage Essentials..................................................................................................................................34

Uninstalling OpenManage Essentials................................................................................................................................ 35

Migrating IT Assistant to OpenManage Essentials............................................................................................................35

3 Getting Started With OpenManage Essentials.............................................................. 36

Launching OpenManage Essentials..................................................................................................................................36

Configuring OpenManage Essentials................................................................................................................................36

Discovery Wizard Configuration....................................................................................................................................... 37

Configuring Discovery Settings........................................................................................................................................ 37

Using the OpenManage Essentials Home Portal...............................................................................................................37

OpenManage Essentials Heading Banner......................................................................................................................... 38