The following sections will detail how to:

  • Retrieve a Delphix Engine Image
  • Upload and Create a Custom Compute Image
  • Launch a Delphix Engine
  • Create and Attach Block Storage Volumes
  • Configure the Delphix Engine

Deploying Delphix in the IBM Cloud 

There are two methods for deploying a Delphix Engine in the IBM Cloud using the Software Catalog or Manually Uploading the Delphix Image.

Deploying from the IBM Software Catalog

  1. Navigate to the IBM Software Catalog and search for Delphix.
  2. Select the Delphix Data Virtualization Tile or Masking Tile for the Masking product.
  3. Scroll down to the Deployment Values section and input the specifics for your environment.
Required ParametersDescription
hostname

The name of the VSI you will use to deploy Delphix.

profileCompute profile to be used for deploying Delphix (see recommended profiles).
ssh_keyYour public SSH key to be used when provisioning the VSI.
subnet_idThe id of the subnet where the VSI will be provisioned.
volumecountNumber of block storage volumes
volumeprofileBlock storage profile to use (recommended is >= 10 IOPS/GB
volumesizeBlock storage volume size.
vpcname

The name of your VPC where the VSI is provisioned.

zoneVPC zone to provision your environment.


Manually Downloading and Deploying the Delphix Image

Downloading the Delphix Image

Contact your account manager to request access to the IBM variant of the Delphix product.

  1. Follow the link given to you by your Delphix solutions architect. Download the Delphix_Verson…._Standard_IBM.qcow2 file and the SHA256SUMS file.
  2. Once both files have finished downloading and assuming both files were downloaded to the same directory, you can run the following command to verify the download:

          $ grep -i IBM.qcow2 ./SHA256SUMS | sed -E 's,Appliance_Images/(Controlled_Availability/)?,,g' | sha256sum --check

Uploading the Delphix Engine Image as an Object

  1. Authenticate with the IBM Cloud and navigate to the Dashboard.  
  2. Use the navigation menu to reach the Resource List page.  The Resource List Page can be navigated from the Dashboard by clicking on “Storage” within the “Resource summary” pane.
  3. Expand Storage from the menu and select the appropriate resource group. You should have created a resource group depending on your organization’s strategy for managing IBM resources.
  4. Create a storage bucket or select an existing bucket.
  5. Click the blue Upload button and select Files.
  6. A pop-up menu appears to select the transfer type.  Aspera High-Speed Transfer is required for large files.  For this, you will need to install the plugin. It will automatically navigate you through the steps to install the plugin.
  7. In the Upload Files (objects) window, click on the Select Files (objects) button and choose the IBM specific QCOW2 file that was previously downloaded.
  8. Click the Upload button.

Creating a Custom Image

  1. Authenticate with IBM Cloud and navigate to the Dashboard.
  2. Use the navigation menu to reach the Custom images page for VPC within the VPC infrastructure (IBM Cloud pull-down menu, upper left,  VPC Infrastructure > Custom images).
  3. Click the blue Create button.
  4. In the Import custom image page, specify a unique name for the image.
  5. From the Resource Group drop-down, select your organization’s resource group.
  6. Optional: In the Tags section, provide appropriate tags to organize your resources.
  7. Select the appropriate Region.
  8. Select the Cloud Object Storage bucket containing the uploaded image by selecting the appropriate Cloud Object Storage instancesLocation > Bucket from the drop-down menus.  The downloaded QCOW2 image should appear in the pane below the three drop-down menus.
  9. Within the Operating system section, click on the Ubuntu Linux tile and select ubuntu-18-04-amd64 from the drop-down menu.
  10. Once all the parameters are entered, in the right pane click on the blue button to Import custom image

Launching the Delphix Engine

  1. Authenticate with IBM Cloud and navigate to the Dashboard.
  2. Use the navigation menu to reach the Virtual Server Instances page within the VPC Infrastructure (IBM Cloud pull-down menu, upper left,  VPC Infrastructure > Virtual Server Instances). Note: To maximize performance, deploy the Delphix Engine instance in the same VPC/subnet in which you will create your virtual databases (VDBs).
  3. Click the blue Create button.
  4. In the New Virtual Server for VPC page, specify a unique name for the VM.
  5. From the Virtual Private Cloud drop-down, select your organization’s VPC.
  6. From the Resource Group drop-down, select your organization’s resource group.
  7. Optional: In the Tags section, provide appropriate tags to organize your resources.
  8. Select the Location of your IBM Cloud resources.
  9. In the Operating System section, click on the Select Custom Image link within the Custom Image block.
  10. In the pop-menu, select the IBM specific image you previously uploaded.
  11. Within the Profile section, click on View all profiles. Select one of the supported instance types and click Save.
  12. You can skip the User data section.
  13. You can also skip the Boot Volume section since it would already have the default values.
  14. You can create block storage volumes later, so skip that for now. It will be discussed in the next section.
  15. Continue on to the Network Interfaces section. If you already have a subnet configured in your zone and VPC, then this section will already have a default network interface. Otherwise, you need to create a subnet with the appropriate security groups. This part is critical, if the network isn’t specified correctly, you are likely to run into firewall issues; please consult your IT or DevOps teams. Configure Network Security Groups (NSGs) for your subnet as required; again, please consult your IT or DevOps teams.
  16. Click the Create virtual server instance button on the right panel. This will take a couple of minutes.

Creating Block Storage Volumes

  1. Authenticate with IBM Cloud and navigate to the Dashboard.
  2. Use the navigation menu to reach the Block Storage Volumes within VPC Infrastructure (IBM Cloud pull-down menu > VPC Infrastructure > Block Storage Volumes).
  3. Click the blue Create button.
  4. In the Block Storage Volume for VPC modal window, specify a unique name for this Block Volume.  It can be helpful if this name is descriptive or identifies the VM it is intended to be attached to and ends in a sequence number.
  5. From the Resource Group drop-down, select your organization’s resource group.
  6. Optional: In the Tags section, provide appropriate tags to organize your resources.
  7. Select the Location of your IBM Cloud resources.
  8. Enter the required IOPS. The recommended supported IOPS is 10/GB.
  9. Enter the storage size in GB. Set the size of the volume to be sufficiently large, with room for growth, to support the databases that will be virtualized, or masked, by this Delphix Engine.
  10. For Encryption, you can let it be the default, e.g. Provider Managed.
  11. Click the blue Create Volume button.
  12. A Delphix Engine requires a minimum of three (3) equally sized Block Volumes, in addition to the Boot volume which was automatically created while creating the virtual server instance. Repeat Steps 3-11 as many times as necessary.

Attaching Block Storage Volumes

  1. Authenticate with IBM Cloud and navigate to the Dashboard.
  2. Use the navigation menu to reach the Block Storage Volumes within VPC Infrastructure (IBM Cloud pull-down menu > VPC Infrastructure > Block Storage Volumes).
  3. From the list of pre-existing Block Volumes, identify the volumes you wish to attach to a Delphix Engine and wait until the volume’s state becomes Available.
  4. Note that the volumes you wish to attach have Attachment Type set as a hyphen.
  5. The right side of the volume row shows an Expandable menu. Click on it and select Attach to Instance.
  6. In the Attach Virtual Server Instance modal window, select your virtual server instance (Delphix Engine) from the drop-down menu.
  7. Click on the blue Attach Volume button.
  8. Repeat Steps 3-7 until all associated Block Volume resources have been attached to the Delphix Engine instance.

Configuring the Delphix Engine

  1. Connect to your running Delphix Engine instance with a web browser. Use the IP address or DNS name noted in the Instance Description.
    Upon successful connection, the browser will display a login prompt to enter the Delphix Setup Page.
  2. Refer to the standard product deployment instructions to complete your Delphix deployment. 

Next Steps

Congratulations! You have successfully deployed a Delphix Engine in IBM Cloud.

Use Delphix documentation to learn how to:

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