Technical white paper Upgrading HP Operations

Technical white paper

Upgrading HP Operations Orchestration included with Matrix OE to HP Operations Orchestration 10.x (Full Version)

Table of contents

Overview .......................................................................................................................................................................................... 2

CMS updates and upgrades ........................................................................................................................................................ 3

Install and use OO 10.x on a separate server ......................................................................................................................... 3

Import the infrastructure orchestration and ESA project into OO Central ........................................................................ 3

Customize infrastructure orchestration and ESA system properties ................................................................................ 4

Copy XSL, XML, and HTML files to the OO server ................................................................................................................... 5

Redirect infrastructure orchestration and Matrix OE on the CMS to the OO server ........................................................ 6

Confirm infrastructure orchestration is using the correct OO password .......................................................................... 7

Upgrading OO 10.01 to OO 10.10 .............................................................................................................................................. 7

Appendix A ...................................................................................................................................................................................... 9

Install OO 10.x on a separate server..................................................................................................................................... 9

Appendix B .................................................................................................................................................................................... 13

How to use HP OO 10.x content upgrade utility plugins ................................................................................................ 13

For more information ................................................................................................................................................................. 14

Technical white paper | Upgrading HP Operations Orchestration included with Matrix OE to HP Operations Orchestration 10.x (Full Version)

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Introduction

This document describes the upgrade of Matrix infrastructure orchestration

Operations Orchestration 9.x subset (embedded OO) hosted on the Central

Management Server (CMS) to full Operations Orchestration 10.x (full OO) hosted

on a separate server.

Matrix Operating Environment (Matrix OE) infrastructure orchestration is a software package providing core automation of

data center infrastructure lifecycle operations to enable the creation of a self–service datacenter. HP Operations

Orchestration is an IT workflow product, originally created to enable IT operations staff to turn manual IT run books into

automated IT process flows. This accelerates triage, troubleshooting and repair of IT incidents and alerts. Infrastructure

orchestration includes a subset of the OO product.

Overview

On the CMS, infrastructure orchestration integrates with embedded OO. Infrastructure orchestration includes the following

OO 9.x components:

1. OO workflow engine.

2. OO workflow designer.

3. OO remote execution.

4. A subset of OO-supplied flows.

5. Infrastructure orchestration-supplied and invoked OO flows.

OO 10.x includes the following OO components:

1. OO workflow engine.

2. OO workflow designer.

3. OO remote execution.

4. All OO-supplied flows.

The OO installation differences are above in bold typeface.

OO 10.x does not allow updating system properties in OO Central. Since infrastructure orchestration and Extensible Server

Adapter (ESA) flows depend on customized system properties, it is necessary to load the infrastructure orchestration and

ESA project into OO Studio, customize the system properties, create the customized content pack, and deploy it to OO

Central.

Upgrading from infrastructure orchestration embedded OO 9.x subset to OO 10.x on a separate server requires the

following steps:

1. Install and use OO 10.x on a separate server.

2. Import the infrastructure orchestration and ESA project into OO Studio.

3. Customize infrastructure orchestration and ESA system properties.

4. Create infrastructure orchestration and ESA customized content pack.

5. Copy XSL, XML, and HTML files to the OO server.

6. Deploy the customized content pack to OO Central.

7. Redirect infrastructure orchestration and Matrix OE on the CMS to the OO server.

8. Confirm infrastructure orchestration is using the correct OO password.

The following step-by-step instructions were validated with both the CMS and OO server running Windows Server 2008 R2

Enterprise edition.


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These instructions are valid for infrastructure orchestration 7.3 and later to upgrade to OO 10.x. For details regarding the

specific OO version supported with your version of Matrix infrastructure orchestration, consult the appropriate HP Insight

Management Support Matrix at http://www.hp.com/go/matrixoe/docs.

CMS updates and upgrades

The table below shows OO 10.x versions certified by Matrix OE. The platform version can be checked in OO Studio’s Help ->

About Studio… menu item and the content packs in the Dependencies main screen list.

Table 1. OO 10.x versions certified by Matrix OE

Matrix OO Platform OO Content Packs

7.3 10.01 build: 20130827-1641 Base 1.0.121; Databases 1.0.115; HP Solutions 1.0.117

7.4 10.10 build: 2067 Base 1.1.2; Databases 1.1.0; HP Solutions 1.1.2

Important

Download the latest OO Platform version from http://support.openview.hp.com/selfsolve/document/KM00520774.

Content Packs can be downloaded from HPLN at https://hpln.hp.com/node/44/contentfiles. An HP Passport is required to

download the files.

Matrix infrastructure orchestration customers should not use OO version 10.00 due to incompatibility issues. Matrix 7.3

customers should use OO version 10.01 and Matrix 7.4 customers should use OO version 10.10.

Deploy the OO 10.x content packs on OO Central before deploying and running IO ESA flows. There are 3 cases:

1. No external OO installed, so the user installs the correct version

2. External OO installed, but the user has to or wants to upgrade

3. The required version is installed

Install and use OO 10.x on a separate server

If the required version of full OO is not installed on a server, see Appendix A for sample OO 10.x installation instructions first.

The examples in this document use the hosts depicted in the table below:

Table 2. Hosts used in the examples

Host Type FQDN IP

CMS cms1.company.com 192.168.100.1

OO server oo1.company.com 192.168.100.2

SMTP server smtp1.company.com 192.168.100.3

Import the infrastructure orchestration and ESA project into OO Central

To create a shared folder on the OO server for transferring files:

1. On the OO server in Windows Explorer, create and then select the folder C:\OO.

2. In Windows Explorer, select Share With toolbar button, and then select Advanced Sharing… option.

A. Click Advanced Sharing….

http://www.hp.com/go/matrixoe/docs

http://support.openview.hp.com/selfsolve/document/KM00520774

https://hpln.hp.com/node/44/contentfiles


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B. Select Share this folder:

i. Enter OO in Share name.

ii. Click Permissions.

1. Click Add….

a. Enter Administrator.

b. Select the Full Control option under the Allow column.

c. Click OK.

2. Click OK.

iii. Click Close.

3. In Windows Explorer, go to the C:\OO folder and create the folders HPIO and CP.

4. On the CMS in Windows Explorer, go to %HPIO_HOME%\OO\OO 10.

5. Copy OO 10 IO ESA Flows.zip to \\<OO server>\OO\CP.

6. Unzip OO 10 IO ESA Flows.zip to C:\OO\CP\OO 10 IO Esa Flows\.

7. On the OO server, open OO Central (for example, https://localhost:8443).

8. Log in as the Admin user.

9. Load the Content Workspace page (third vertical icon in the left pane).

10. In Deploy New Content, click the + icon.

A. In Choose File to Update:

i. Enter File name as C:\OO\CP\ OO 10 IO ESA Flows\oo10-io_esa-CP-7.3.0.jar.

ii. Click Open.

B. Click Deploy.

C. Click Close.

Customize infrastructure orchestration and ESA system properties

To customize infrastructure orchestration and ESA system properties on the OO server:

1. Open OO Central (for example, https://localhost:8443).


3. Load the Content Workspace page (third vertical icon in the left pane).

4. Click in Configuration items.

5. Click in System Properties.

6. Edit and save each of the following system properties to match the CMS entries (found on the OO Studio 9.x embedded

version previously installed on the CMS):

• HpioApprovalRecipients

• HpioApprovalSender

• HpioCmsIP

• HpioManualNetworkProvisioningRecipients

• HpioManualNetworkProvisioningSender

• HpioManualOsDeploymentRecipients

• HpioManualOsDeploymentSender

• HpioManualStorageProvisioningRecipients

• HpioManualStorageProvisioningSender

• HpioNotificationRecipients

• HpioNotificationSender

• HpioServiceActionRecipients

• HpioServiceActionSender


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• HpioSmtpHost

• HpioSmtpPort

Important

Operations Orchestration 10.x behaves differently than OO 9.x, in that a flow will pause when encountering a System

Property with a blank value (whereas flows in OO 9.x would fail). As a result, leaving the System Property blank will cause

flows to enter a pause state. Examine any other flows with blank System Property values and modify them as needed. If

email flows will not be used, HP recommends that you disable them in the hpio.properties configuration file.

Figure 1. Screenshot of editing system properties in OO Central.

Copy XSL, XML, and HTML files to the OO server

To copy infrastructure orchestration XSL, XML, and HTML files that are used by the infrastructure orchestration OO flows:

1. Copy XSL and HTML files from the CMS to the OO server:

A. On the CMS in Windows Explorer, go to %HPIO_HOME%\conf\OO.

B. Select all XSL and HTML files.

C. Select Edit -> Copy.

D. On the CMS in Windows Explorer, go to the full OO share (created earlier) \\<OO server>\OO\HPIO.

E. Select Edit -> Paste.

2. Copy ESA XML and XSLT files from the CMS to the OO server:

A. On the CMS in Windows Explorer, go to %HPIO_HOME%.

B. Select esa_extensions folder.

C. Select Edit -> Copy.

D. On the CMS in Windows Explorer, go to the full OO share \\<OO server>\OO\HPIO.

E. Select Edit -> Paste.


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Redirect infrastructure orchestration and Matrix OE on the CMS to the

OO server

To invoke infrastructure orchestration and ESA-supplied OO flows on the OO server, infrastructure orchestration and Matrix

OE on the CMS need to know the location of the remote OO server using either the OO server’s IP address or FQDN. To

redirect IO and Matrix OE on the CMS to invoke infrastructure orchestration-supplied OO flows on the OO server:

1. On the CMS, stop the Matrix infrastructure orchestration service:

A. On the CMS Desktop, select Start -> Administrative Tools -> Services.

B. Select the HP Matrix infrastructure orchestration line.

C. Select Action -> Stop.

2. On the CMS, stop the Logical Server Automation (LSA) service:


B. Select the HP Logical Server Automation line.


3. On the CMS, stop the ESA service.


B. Select the HP Extensible Storage & Server Adapter line.


4. Configure the infrastructure orchestration OO host and port properties:

A. On the CMS in Windows Explorer, go to %HPIO_HOME%\conf.

B. Edit hpio.properties.

C. Change the values of the following properties with the appropriate value as indicated:

i. oo.host=<OO server’s address>, such as 192.168.100.2

ii. oo.port=<OO server’s HTTPS port>, such as 8443

D. Save hpio.properties.

5. Configure the ESA OO properties:

A. On the CMS in Windows Explorer, go to <Matrix OE Install Folder>\conf (for example C:\Program

Files\HP\Virtual Server Environment\conf).

B. Edit esa.properties.

C. Change the values of the following properties with the appropriate value as indicated:

• esa.oo.admin.username=Admin

• esa.oo.admin.password=<OO server Central’s Admin user password>, such as ooadminpwd01!

• esa.oo.host=<OO server’s address>, such as 192.168.100.2

• esa.oo.port=<OO server’s HTTPS port>, such as 8443

• Change the localhost value in esa.oo.san.replytoURI property to the CMS IP address or FQDN, such as

esa.oo.san.replytoURI=http:// 192.168.100.1:52000/esa/services/oostorageservice?wsdl

• Change the localhost value in esa.oo.server.replytoURI property to the CMS IP address or FQDN, such as

esa.oo.server.replytoURI=http:// 192.168.100.1:52000/esa/services/ooserverservice?wsdl

D. Save esa.properties.

6. Configure Matrix OE's jetty.xml:

A. On the CMS in Windows Explorer, go to <Matrix OE Install Folder>\esa\etc.

B. Edit jetty.xml.

C. Search for the line with this text: <SystemProperty name="jetty.host" default="localhost"/>

D. Remove the default=”localhost” text. It should look like <SystemProperty name="jetty.host"/>.

E. Save jetty.xml.


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7. On the CMS, start the ESA service:


B. Select the HP Extensible Storage & Server Adapter line.

C. Select Action -> Start.

8. On the CMS, start the LSA service:


B. Select the HP Logical Server Automation line.


9. On the CMS, start the IO service:


B. Select the HP Matrix infrastructure orchestration line.


Confirm infrastructure orchestration is using the correct OO password

On the CMS, during the DVD installation, the customer entered OO Central’s Admin user password. On the OO server, the OO

Central may have been installed with a different Admin user password (possibly for network security). For Matrix

infrastructure orchestration to access the OO server, it must be updated with the OO server Central’s Admin user password.

To update infrastructure orchestration on the CMS with the OO server Central’s Admin user password:

1. Collect the existing OO server Central’s Admin user password.

2. On the CMS, open a Command Prompt.

3. Enter mxpassword –m –x oo.admin.password=<OO server Central’s Admin user password>.

To avoid future updates and upgrade problems, the same OO Central password must be set in the CMS:

1. On the CMS, open OO Central, for example: https://localhost:16443/PAS/static/Login.htm.


3. Select the Administration tab.

4. Enter the current CMS’ OO Central Admin user password into the Current Password field.

5. Enter the OO server Central’s Admin user password into New Password and Confirm New Password fields.

6. Click Change.

At this point, all the steps to upgrade IO embedded OO hosted on the CMS to full Operations Orchestration hosted on a

separate OO server have been completed.

Upgrading OO 10.01 to OO 10.10

Note

These steps are needed only if IO or ESA flows were directly changed under OO Studio 10.01. If IO or ESA flows were just

used (dragged and dropped) on your flows, there is no need of additional changes, only replace the IO ESA flows content

pack on your OO 10.10 installation by the new version supplied by the HP Matrix infrastructure orchestration 7.4 installation.

The upgrade process of an OO 10.x installation must follow the instructions provided by OO documentation. However, if any

of IO or ESA flows where edited under OO Studio 10.01, follow these instructions to convert them to OO 10.10 format:

1. Prepare oo10-io_esa project:

A. Make a backup of c:\Users\<username>\.oo folder. This folder stores the OO 10 Studio projects.

B. Right-click under oo10-io_esa project folder, in OO Studio, and then select Show in Explorer.


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C. Navigate to the Content/Configuration/System Accounts folder.

D. Using a text editor, open the HpioSmtpCredentials.xml and HpioCmsCredentials.xml files.

E. Replace the token string of HpioSmtpCredentials.xml with the token found on HpioCmsCredentials.xml.

2. Upgrade Operations Orchestration Studio to version 10.10.

3. Open the OO Studio, open all projects, and remove the old out-of-the-box content pack from the Dependencies pane,

and then add a new one.

4. Fix any incompatibilities identified by diagnostic messages:

A. Most problems are duplicated configuration items found on configuration tree of oo10-io_esa project. To fix

them, simply inspect all items on the Configuration tree folder, click Delete and Confirm. OO Studio will delete the

duplicated internal reference and the item will not show an error.

B. Run the OO Studio verification tool under Tools/Validate Flows and Operations menu to check everything was

fixed.

5. Package the converted content pack.

6. Upgrade the Central Operations Orchestration to version 10.10.

7. Deploy the converted content pack.


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Appendix A

Install OO 10.x on a separate server

For OO detailed installation instructions, see these items in the section For more information.

• HP Operations Orchestration—System Requirements

• HP Operations Orchestration—Installation Guide

• HP Operations Orchestration—Upgrade Guide

This example will install OO 10.x on Windows Server 2008 R2 Enterprise edition. The prerequisite software installers are:

• Microsoft SQL Server 2008 R2 Enterprise edition

• OO 10.x media or ISO file

– 32-bit: installer-win32.exe or

– 64-bit: installer-win64.exe

To install SQL Server and OO 10.x in the same system:

1. Install SQL Server:

A. Mount the SQL Server ISO image.

B. In the SQL Server mounted drive, execute setup.exe.

C. In SQL Server Installation Center, select Installation on the left pane.

D. Click New installation or add features to an existing installation.

E. In SQL Server 2008 R2 Setup wizard, click OK (Setup Support Rules).

F. Enter your product key, and then click Next > (Product Key).

G. Select I accept the license terms, and then click Next > (License Terms).

H. Click Install (Setup Support Files).

I. Click Next > (Setup Support Rules).

J. Choose SQL Server Feature Installation, and then click Next > (Setup Role).

K. Select Database Engine Services (clearing subitems), select Management Tools – Basic (clearing subitem), and

then click Next > (Feature Selection).

L. Click Next > (Installation Rules).

M. Choose Default Instance, and then click Next > (Instance Configuration).

N. Click Next > (Disk Space Requirements).

O. Click Use the same account for all SQL Server services (Server Configuration).

P. Choose NT AUTHORITY\NETWORK SERVICE as the Account Name, and then click OK. (Use the same account for all

SQL Server services.)

Q. Choose Automatic as Startup Type for SQL Server Browser service.

R. Click Next > (Server Configuration).

S. In Database Engine Configuration:

i. Choose Mixed Mode (SQL Server authentication and Windows authentication).

ii. Enter the password, such as ooadminpwd01! ,for the text fields Enter password and Confirm password.

iii. Click Add Current User.

iv. Click Next.

T. Click Next > (Error Reporting).

U. Click Next > (Installation Configuration Rules).

V. Click Install (Ready to Install).

W. Click Close (Complete).


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2. Configure SQL Server:

A. On the Desktop, select Start -> All Programs -> Microsoft SQL Server 2008 R2 -> Configuration Tools -> SQL

Server Configuration Manager.

B. Expand SQL Server Network Configuration.

C. Select Protocols for MSSQLSERVER.

D. Right-click TCP/IP.

E. Select Enable.

F. Right-click TCP/IP.

G. Click Properties.

H. Select the IP Addresses tab.

I. Erase all TCP Dynamic Ports values.

J. Erase all TCP Port values.

K. In IPAll, enter TCP Port 1433.

L. Click OK.

3. Restart SQL Server:

A. In SQL Server Configuration Manager, select SQL Server Services.

B. Right-click SQL Server (MSSQLSERVER).

C. Click Restart.

4. Open Microsoft SQL Server Management Studio application :

A. On the Desktop, select Start -> All Programs -> Microsoft SQL Server 2008 R2 -> SQL Server Management Studio.

B. In the Connect to Server pop-up, verify the values:

• Server type: Database Engine

• Server name: (local)

• Authentication: Windows Authentication

C. Click Connect.

5. Create a new database called "oo":

A. In Microsoft SQL Server Management Studio, right-click Databases.

B. Click New Database….

C. Enter Database name as oo.

D. Click OK.

6. Create a new database user:

A. In Microsoft SQL Server Management Studio, right-click Security.

B. Select New -> Login....

C. In Login – New, enter Login name as oo.

D. Select SQL Server authentication.

E. Enter Password ooadminpwd01!.

F. Enter Confirm Password ooadminpwd01!.

G. Clear Enforce password policy.

H. Enter Default database as oo.

I. Enter Default language as English.

J. Click OK.

7. Select the server roles:

A. In Microsoft SQL Server Management Studio, expand Security.

B. Expand Logins.

C. Double click oo.

D. In Login Properties – oo, select User Mapping.


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E. Select row oo.

F. Check the row’s box.

G. Check db_accessadmin.

H. Check db_backupoperator.

I. Check db_datareader.

J. Check db_datawriter.

K. Check db_ddladmin.

L. Clear db_denydatareader.

M. Clear db_denydatawriter.

N. Check db_owner.

O. Check db_securityadmin.

P. Check public.

Q. Select row oo.

R. Click ….

S. In Select Schema, in Enter the object names to select (examples), enter dbo.

T. Click OK.

U. In Login Properties – oo, click OK.

8. Install OO 10.x:

A. Copy OO 10 media or ISO content to C:\OO10.

B. In Windows Explorer, go to C:\OO10.

C. Double-click installer-win32.exe or installer-win64.exe.

D. Click Next > (Welcome).

E. Check I agree and then click Next > (License).

F. Click Next > (Location).

G. Click Yes (‘Selected location doesn’t exist’ dialog).

H. Select OO components:

i. Check Remote Action Server (RAS).

ii. Check Central.

iii. Check Studio.

I. Click Next > (Options).

J. Verify the connectivity values:

• HTTP: 8080

• HTTPS: 8443

• Click Test ports availability

K. Click Next > (Connectivity).

L. Enter database connection values:

i. Select Database type as Microsoft SQL Server.

ii. Enter Hostname or IP address as localhost.

iii. Enter Port as 1433.

iv. Enter Database as oo.

v. Enter Username as oo.

vi. Enter Password as ooadminpwd01!.

vii. Click Test Connection.

M. Click Next > (Database connection).

N. Control-click all content packs listed in Select Content Packs to deploy in Studio.


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O. Click Next > (Content Packs).

P. Click Next > (Upgrade).

Q. Click Next > (Summary).

R. Click Finish (Installation Progress).

S. Verify that the system date and time for the CMS and the OO server are set correctly. If the date and time do not

match, some OO requests may fail due to the security timestamp.

9. Enable OO Central authentication:

A. Open Internet Explorer and load OO Central at https://localhost:8443/.

B. Click the hyperlink Continue to this website (not recommended).

C. Load the System Workspace page (last vertical icon in the left pane).

D. Click the Internal Users tab.

E. Click the + sign (Add).

i. Enter User Name as Admin.

ii. Enter Password as ooadminpwd01!.

iii. Enter Confirm Password as ooadminpwd01!.

iv. Check all roles (ADMINISTRATOR, EVERYBODY, PROMOTER, SYSTEM_ADMIN, and END_USER).

F. Click Save.

G. Check Enable Authentication.

H. In the Enable Authentication dialog:

i. Enter User Name as Admin.

ii. Enter Password as ooadminpwd01!.

iii. Click OK.

I. Login again using the credentials above.


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Appendix B

How to use HP OO 10.x content upgrade utility plugins

The Content Upgrade Utility (CUU) is an OO 10.x development tool that extracts specified content from an existing HP OO 9.x

repository, and upgrades the extracted content into a content pack that can be deployed in HP OO 10.x.

Note

This tool must be used in a development context, not in production OO servers.

During the content upgrade process, the CUU excludes HP OO out-of-the-box content from the upgrade. Since

infrastructure orchestration and ESA content are not supplied out-of-the-box, follow this procedure to get the CUU to

recognize infrastructure orchestration and ESA content as partner content and exclude them from the upgrade process.

After the content upgrade is done, deploy the infrastructure orchestration and ESA content before deploying the upgraded

content pack.

For more information about the Content Upgrade Utility, see the HP OO 10.x Upgrade Guide.

Working with CUU on an HP OO Central installation:

1. Unzip OO 10 IO ESA Flows.zip to C:\OO10content.

2. From C:\ OO10content, copy the file oo10-io_esa-CP-7.3.0_uuids.txt to <OO Installation

Folder>\central\cmu\exclusions.

Note

Before you copy, verify if there is an older version of the file and delete it.

3. From C:\ OO10content, copy the file oo10-io_esa-CP-7.3.0_Conversions.properties to <OO Installation

Folder>\central\cmu\plugin-mappings.

Note


CUU is ready to recognize the infrastructure orchestration and ESA content.

Working with CUU on an HP OO Studio installation:

1. Unzip OO 10 IO ESA Flows.zip to C:\ OO10content.

2. From C:\ OO10content, copy the file oo10-io_esa-CP-7.3.0_uuids.txt to <OO Installation

Folder>\studio\cmu\exclusions.

Note


3. From C:\ OO10content, copy the file oo10-io_esa-CP-7.3.0_Conversions.properties to <OO Installation

Folder>\studio\cmu\plugin-mappings.

Note


CUU is ready to recognize the infrastructure orchestration and ESA content.

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© Copyright 2013–2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. The only

warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should

be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein.

5900-3265 Created December 2013

Rev 1 February 2014

Rev 2 September 2014

For more information

• HP Operations Orchestration – Concept Guide


• HP Operations Orchestration - System Requirements


• HP Operations Orchestration – Installation Guide


• HP Operations Orchestration – Upgrade Guide


• HP Operations Orchestration - Studio Authoring Guide


• HP Operations Orchestration – Application Program Interface (API) Guide


• HP Operations Orchestration – Extension Developers Guide


Learn more at hp.com/go/oo and hp.com/go/matrixoe

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