Activity One: Import the OVA file for Delphix Reporting into a VM guest
Using the vSphere client, login to the vSphere server where you want to install Delphix Reporting.
Click File.
Select Deploy OVA Template.
Select the Delphix Reporting OVA file.
Alternative: Setup for Cloudstack
If your organization uses Cloudstack instead of VMWare, you can still use Delphix Reporting. After locating the qcow2 image on the Delphix download site, follow the steps below to configure Delphix Reporting:
Launch the Cloudstack user interface.
Create a new template (Register Template) with the following parameters:
Name: <any name>
Description: <any description>
URL: <url_to_the_qcow2_image>
Zone: <any name>
Hypervisor: KVM
Format: QCOW2
OS Type: CentOS 6.5 (64-bit)
Wait for the template to be downloaded and installed into the appropriate zone(s) and for the status to be Ready.
In Instances, click Add Instance.
Select a Zone in which to run Delphix Reporting.
Click Template.
Select the template you just created.
Choose a Compute Offering.
The Compute Offering should have at least 2 CPU cores with 4GB of memory.
For Disk Offering, do not add any additional disks.
Select any affinity groups to which you want this VM to belong.
Select a security group.
Give the new instance a name.
Launch the VM.
The Delphix Reporting web application should be accessible via the assigned IP.
Add Delphix Reporting to the Network
However, many organizations do not support the use of DHCP by servers on their network. In that case, you will need to log into Delphix Reporting as root via the console provide by vSphere, and work with your network administrator to perform the following actions to set up a static IP address on the VM guest.
- Connect to the VM guest (running a stripped-down version of Linux) as root. The initial default password is delphix.
- Change this password as soon as possible.
- Run the Linux command
ifconfig -a | grep -i ether
.- Record the ether output for later use. This should be six hexadecimal numbers delimited by colons, such as
0A:1B:2C:4D:5E:6F
.
- Record the ether output for later use. This should be six hexadecimal numbers delimited by colons, such as
- Change to the directory
/etc/sysconfig/network-scripts
. - Edit the
ifcfg-eth0
file to make the following changes:- Copy the existing
ifcfg-eth0
file to another name likeifcfg-eth0.save
. - Change
bootproto=dhcp
tobootproto=static
. - Using the ether value saved from step #2 above, add a line reading
ether=<ether-value-captured-above>
. - Using an available IP address value obtained from your network administrator, add a line reading
IPADDR=<available-IP-address>
. - Using an IP netmask value obtained from your network administrator, add a line reading
NETMASK=<netmask-spec>
. - Save the changes.
- Copy the existing
- Make sure that output from the
hostname
command matches the value set within vSphere.- If the output does not match, use the Linux command
hostname <short-IP-hostname-value>
to set it.
- If the output does not match, use the Linux command
- Create a default gateway route for the static IP address assigned above.
- Typically, the default gateway address has the fourth digit of ".1" for the IP address of the server.
- The server at IP address
192.168.7.10
might have a gateway of192.168.7.1
. - Obtain the gateway IP address from your network administrator.
- The server at IP address
- Use the Linux command
route add default gw <gateway-IP-address>
.
- Typically, the default gateway address has the fourth digit of ".1" for the IP address of the server.
- Make sure that the contents of the
/etc/resolv.conf
file are set appropriately to permit DNS name resolution.- Ensure that the line that specifies the IP domain name is correct for your network. For example, for servers within Delphix, the line reads
domain delphix.com
. - Ensure that at least one (and preferably two or more) DNS nameserver IP addresses are specified and that they are reachable via "ping." For example, each line should read
nameserver <DNS-nameserver-IP-address>
. Running the Linux commandping <DNS-nameserver-IP-address>
should complete successfully.
- Ensure that the line that specifies the IP domain name is correct for your network. For example, for servers within Delphix, the line reads
- Once you have made all of these changes, restart network services on the Linux OS.
- Run the Linux command
systemctl restart network.service
and ensure that it completes successfully.
- Run the Linux command
Logging In
Access Delphix Reporting by opening a web browser using the IP address or DNS qualified host name. Delphix Reporting does not currently support SSL connections, so you should use http, not https.
Delphix Reporting ships with one generic Delphix Admin User. The User ID is delphix_admin and the password is delphix.
Once logged in as the Delphix Admin User, change your password. You can find instructions to do this in the Change a User Password section below.
Navigating the Delphix Reporting Toolbar and User Interface
Delphix ReportingToolbar
Viewing Reports
Reports menu
Interactive reports such as Storage Breakdown and History display interactive graphical representations of historical and current storage usage across all Delphix Engines you are monitoring. These visualizations of storage and disk capacity enable you to analyze and mediate storage across Delphix Engine from multiple perspectives.
Graphs tab
Configuring Delphix Reporting
Configure Reports
To navigate to the Report configuration tab:
On the right-hand side of the toolbar, click the configuration icon.
Click Reports.
Report Scripts
Enable/disable individual reports to determine which ones are available in the reports drop-down menu
Delete reports
Deleted reports are no longer generated in Delphix Reporting
Upload new reports
This is an experimental feature. Please contact Delphix if you are interested in customizing existing reports or creating new ones.
Script Configuration
To configure tunable parameters for specific reports, click the field in the value column to make it editable.
Report Scripts Section
Email Reports
Send email reports which automatically send tabular data to any number of email addresses
Send emails on daily, weekly, or monthly schedules
Customize the way the data is presented in emails by choosing the sort column and limiting the number of rows.
To access the Email Reports section:
On the right-hand side of the toolbar, click the configuration icon.
Click Reports.
Scroll down to Email Reports.
Email Reports Configuration
Activity Two: Configure, Automate, and Email Delphix Reporting Reports
- On the right-hand side of the toolbar, click the configuration icon.
- Click System.
- Scroll down to Email.
- Click Edit Settings.
Delphix Reporting Configuring Email System - Populate all the fields in the Edit Email Settings as seen below.
- Click Save changes.
Delphix Reporting Email Settings - Now that SMTP has been configured, navigate to the Reports Configuration page and scroll down to Email reports.
- Follow and complete the three-step process as illustrated below to begin automating and emailing Delphix Reporting reports.
Delphix Reporting Email Reports Configuration Window
Required: Click Add Email Report. A series of fields will appear to help guide the configuration and automation of emailing selected Delphix Reporting reports. The following is a description of each of these fields.
The Report field provides a selection of the specific Delphix Reporting report you would like to use for the Email Report function.
Only tabular reports are available for email.
- Sort by Selection provides a drop-down of the column you wish to sort by, which varies based on the report you have selected above, and whether the results should be ascending or descending.
- In the Limit the Report To fields, a selection choice appears allowing you to run and email a report with all data rows or to enter the number of data rows you would like included in the report.
- In the Schedule field, fields are provided to select the scheduled day and time that you want the report to be sent.
In the Send to field, enter the email addresses to which you want to send the report.
Use a comma to separate email addresses.
Once you have configured all of the fields above, save the information by clicking Add Email Report. The newly added report will appear. You will then have access to additional features to edit, send a report now, or click the X button to delete the report.
Optional: Click the Edit button when you need to change or enter new information into any of the configuration fields found in the Add Email Report functionality.
Optional: Click the Send Now button to either:
- Send a test email report during the process of configuring an email report in order to verify the report settings or design.
Or - Send a one-off email outside of an automated and scheduled email report.
Configure Engines
On the right-hand side of the toolbar, click the configuration icon.
Click Engines.
The Engines tab lists all Delphix Engines that you have added to Delphix Reporting. The Status column shows whether Delphix Reporting is connected to each platform; it will prompt a specific error message if it is unable to connect. To remove an engine from Delphix Reporting:
Click the X icon next to the engine you want to delete.
In the confirmation dialog, click OK.
Configure Engines Tab
Configure Users
On the right-hand side of the toolbar, click the configuration icon.
Click Users.
The Users tab displays the set of user accounts that have permission to access Delphix Reporting. You can assign tags to auditor users to restrict which Delphix Engines and containers they can see. For more information, see the How to Assign Tags activity below.
Users Tab
Activity Three: Add Delphix Engines to Delphix Reporting
Access Delphix Reporting with a supported web browser using its I P address or DNS qualified host name. Supported web browsers include Chrome 37, IE 11, Safari 7, and Firefox 32.
Click the Engines tab in the Delphix Reporting Toolbar.
Click Add Engine.
In the Hostname field, enter the Delphix Engine's IP address or hostname.
Enter a username and password.
The user must have at least an auditor role on the target Delphix Engine.
Adding a Delphix Engine
Activity Four: Add Users
On the right-hand side of the toolbar, click the configuration icon.
Click Users.
Click Add user.
Enter a username and password.
Select auditor or admin.
Inform the newly created user of their user ID and password login credentials.
Activity Five: Change a User Password
On the right-hand side of the toolbar, click the configuration icon.
Click Users.
In the upper right-hand corner, click the username, for which you need to change password.
Click Change password.