VMware vRealize Orchestrator Cookbook
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About this ebook
- Program with Orchestrator to automate and synchronize your infrastructure
- Integrate the base plug-ins into your workflows
- Packed with over 100 example workflows, packaged for download and reuse
If you are a VMware administrator who is interested in automating your infrastructure, this book is for you. An understanding of basic programming concepts is advised. No previous knowledge of Orchestrator is required, although some previous knowledge of it will allow you to get started more easily.
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VMware vRealize Orchestrator Cookbook - Langenhan Daniel
Table of Contents
VMware vRealize Orchestrator Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Instant updates on new Packt books
Preface
Best approaches to reading this book
What this book covers
What you need for this book
Who this book is for
Example workflows
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Installing and Configuring Orchestrator
Introduction
Orchestrator and vRealize Automation (vRA)
Appliance or Windows install?
Orchestrator and vCenter/vRA on the same server?
Getting Orchestrator running in 5 minutes (or less)
Getting ready
How to do it...
vCenter-integrated Orchestrator
vRealize Automation-integrated Orchestrator
How it works...
There's more...
See also
Deploying the Orchestrator appliance
Getting ready
How to do it...
Download
Deploy
Let's go…
How it works...
There's more...
See also
Installing Orchestrator on Windows
Getting ready
How to do it...
Install
Starting and configuring the Orchestrator service
Accessing the vCenter Orchestrator home page
How it works...
Two ways to configure Orchestrator
Getting ready
How to do it...
Using the Orchestrator Configuration tool
Windows or vCenter-integrated Orchestrator
vRA-integrated Orchestrator
Accessing the Orchestrator Configuration tool
Using the workflow method
Base-configuring Orchestrator
How it works...
The future of the Configuration tool
Working with errors in the workflow method
There's more...
Important Orchestrator base configurations
Getting ready
How to do it...
Configuring the network
Using the Orchestrator Configuration tool
Using the workflow
Importing SSL certificates
Using the Orchestrator Configuration tool
Using the workflow
Licensing
Using the Orchestrator Configuration tool
Using the workflow
Creating a Server Package Signing certificate
Using the Orchestrator Configuration tool
Using the workflow
How it works...
See also
Configuring Orchestrator with an external LDAP or Active Directory
Getting ready
How to do it...
Creating an Orchestrator Admin group and user
Using the Orchestrator Configuration tool
Using the workflow
How it works...
There's more...
Test login
Common LDAP errors
See also
Integrating Orchestrator into SSO and vSphere Web Client
Getting ready
How to do it...
Registering Orchestrator with SSO
Using the Orchestrator Configuration tool
Using the workflow
Configuring the vCenter Server plugin
Using the Orchestrator Configuration tool
Using the workflow
Configuring the connection between vCenter Server and Orchestrator
How it works...
See also
Configuring an external database
Getting ready
How to do it...
Database information
Using the Orchestrator Configuration tool
Using the workflow
How it works...
Sizing
Database roles
There's more...
Microsoft SQL
Oracle
2. Optimizing Orchestrator Configuration
Introduction
Service accounts
Ports and firewalls
Plugin basics
Getting ready
How to do it...
Obtaining plugins
General plugin authentication
Installing plugins
Configuring plugins
How it works...
There's more...
Shared session versus session per user
Resetting the plugins
See also
Tuning the appliance
Getting ready
How to do it...
Open the Orchestrator appliance admin area
Change the IP and hostname
Setting the time (NTP)
Turning SSH access to Orchestrator on and off
Using SSH to connect to the Orchestrator appliance operation system
Switching off unneeded services
Root account expires
How it works...
There's more...
Accessing the local LDAP
Accessing the local database
See also
Tuning Java
Getting ready
How to do it...
Windows
Linux
How it works...
Backup and recovery
Getting ready
How to do it...
Backup
Restore
How it works...
Database
See also
Creating an Orchestrator cluster
Getting ready
How to do it...
Configuring the database
SQL Server
Oracle server
Configuring the first Orchestrator server
Configuring the second Orchestrator server
Starting the cluster
How it works...
Making changes to the cluster
There's more...
See also
Configuring the Orchestrator Service SSL certificate
Getting ready
How to do it...
Back up and remove the default certificates
Create a self-signed certificate
Using a CA-signed certificate
How it works...
Default, self-signed, or CA-signed?
What is this Dunes
business in Orchestrator?
See also
Configuring e-mail
Getting ready
How to do it...
How it works...
See also
Redirecting Orchestrator Syslog to an external Syslog server
Getting ready
How to do it...
Install VMware vSphere Syslog Collector
Working with VMware vSphere Syslog Collector
Redirecting Orchestrator for Syslog
How it works...
Log roll
There's more...
See also
Configuring the Kerberos authentication
Getting ready
How to do it…
How it works…
See also
Configuring access to the local filesystem
Getting ready
How to do it...
Fast and easy
Configuring access
How it works...
There's more…
Orchestrator appliance (Linux)
Windows
See also
Updating Orchestrator
Getting ready
How to do it...
Windows update
Appliance update
How it works...
3. Visual Programming
Introduction
How this chapter works
The example package
JavaScript (the very basics)
Working with the Orchestrator Client
The icons for this chapter
Working with the schema
Gotcha
Working with variables
Variables in the general section
Variables in the input section
Variables in the output section
Variable types
Building arrays
Workflow basics
Getting ready
How to do it...
Creating a new workflow
Adding an attribute
Adding an input parameter
Add an output parameter
Adding a scripting element
How it works...
Exiting a workflow
Validation
Assigning a workflow variable
Re-run a workflow
See also
Version control
Getting ready
How to do it...
Showing differences between versions
Reverting to an older version
How it works...
See also
Working with logs
Getting ready
How to do it...
How it works...
See also
Error handling in workflows
Getting ready
How to do it...
How it works...
There's more...
Ignore errors
New in vRO 6.0 – default error handler
See also
Resuming failed workflows
Getting ready
How to do it...
How it works...
There's more...
See also
Using the workflow debugging function
Getting ready
How to do it...
How it works...
There's more...
See also
Working with decisions
Getting ready
How to do it...
Basic decision
Custom decisions
Decision activity
How it works...
JavaScript – if and else
There's more...
Switch case in the schema
New in vRO 6.0 – Switch element
JavaScript – switch
See also
Working with loops
Getting ready
How to do it...
The decision loop
The For each loop
How it works...
Types of decision loops
Foreach and arrays
JavaScript
There's more...
See also
Working with presentations
Getting ready
How to do it...
Preparation
Description
In-parameter properties
Steps and groups
Hide input values
Basic linking
How it works...
Plugin-specific properties
select value as
Show in inventory
Specify a root object to be shown in the chooser
Authorized only
There's more...
See also
Working with configurations
Getting ready
How to do it...
Creating a configuration
Using a configuration in a workflow
How it works...
There's more...
See also
Working with actions
Getting ready
How to do it...
Creating a new action
Implementing an action into a workflow
How it works...
See also
Linking actions in presentations
Getting ready
How to do it...
How it works...
See also
Waiting tasks
Getting ready
How to do it...
Creating help task
Using the Sleep task
Waiting for a date
How it works...
There's more...
JavaScript – wait
JavaScript – working with dates
See also
Sending and waiting for custom events
Getting ready
How to do it...
Receiving a custom event
Sending a custom event
Trying it out
How it works...
There's more...
See also
Using asynchronous workflows
Getting ready
How to do it...
The first example
The second example
How it works...
There's more...
See also
Working with user interactions
Getting ready
How to do it...
Creating the workflow
Answering the user interaction
How it works...
There's more...
Answering using vRealize Automation
See also
Changing credentials
Getting ready
How to do it...
How it works...
See also
4. Working with Plugins
Introduction
How this chapter works
Advanced JavaScript
The try, catch, and finally functions
The function command
Variable type – Properties
Working with the API
Getting ready
How to do it...
Searching for items in the API
Programming help from the API
How it works...
See also
Working with mails
Getting ready
How to do it...
Configuring the mail connection
Sending e-mails
Receiving e-mails
How it works...
Working with attachments
There's more...
See also
File operations
Getting ready
How to do it...
Writing a file
Reading a file
Getting information on files
Creating, renaming, and deleting a file or directory
How it works...
Executing scripts
There's more...
See also
Working with SSH
Getting ready
How to do it...
Using SSH
Using SSL key authentication
Using SCP
How it works...
Key pairing
See also
Working with XML
Getting ready
How to do it...
Creating an XML document
Parsing XML structures
How it works...
There's more...
See also
Working with SQL
Getting ready
How to do it...
Creating a JDBC connection URL
Connecting to and disconnecting from a database using JDBC
Executing a SQL statement using JDBC
SQL queries using JDBC
How it works...
The difference between the prepare and create statements
There's more...
The SQL object
Creating a new database in the appliance's PostgreSQL
See also
Working with PowerShell
Getting ready
How to do it...
Preparing the Windows host with WinRM
Adding a PowerShell host
Using Kerberos authentication
Executing a script
Calling a script that is stored on the PowerShell host
Sending a script to be executed to the PowerShell host
Generating an action and workflow from a script
How it works...
Workflow TLC
Basic versus Kerberos authentication
PowerShell output to XML
See also
Working with SOAP
Getting ready
How to do it...
Adding a new SOAP client
Generating a new SOAP workflow
How it works...
See also
Working with REST
Getting ready
How to do it...
Connecting to a REST host
Using GET
Using POST
Creating a workflow from a REST operation
How it works...
Authentications
Working with the results of a REST request
There's more…
See also
Working with Active Directory
Getting ready
How to do it...
Preparing AD for SSL
Registering AD with Orchestrator
Working with AD
How it works...
See also
Working with SNMP
Getting ready
How to do it...
Configuring SNMP devices
Sending a GET query to an ESXi host
Configuring a vCenter alarm to send an SNMP message
Receiving an SNMP message from vCenter
Using policies to trap SNMP messages
How it works...
OID and MIB
Working with SNMP return data
SNMP – port 162 versus port 4000
There's more...
Configuring SNMP for vCenter
Configuring ESXi servers for SNMP
See also
Working with AMQP
Getting ready
How to do it...
Adding an AMQP host
Defining exchanges, queues, and binds
Sending messages
Receiving messages
Subscribing to a queue
Using a policy as trigger
How it works...
There's more...
Installing RabbitMQ
See also
5. Basic Orchestrator Operations
Introduction
The Orchestrator icons
More about workflows
The workflow ID
Server restart behavior
The workflow icon
User permissions
Basic Orchestrator operations for Orchestrator elements
Getting ready
How to do it...
Duplicate
Move
Delete
How it works...
Changing elements in a workflow
Getting ready
How to do it...
Changing the parameters of workflows and actions
Renaming and moving actions
How it works...
Undelete workflows and actions
Getting ready
How to do it...
How it works...
Importing and exporting Orchestrator elements
Getting ready
How to do it...
Export an object
Import an element
How it works...
See also
Synchronize Orchestrator elements between Orchestrator servers
Getting ready
How to do it...
How it works...
See also
Working with packages
Getting ready
How to do it...
Create a new package
Export a package
Import a package
Deleting a package
How it works...
Export and import options
There's more...
See also
User management
Getting ready
How to do it...
Adding users to the Orchestrator Administrator group
Giving nonadministrative users access to Orchestrator
Configuring access to Orchestrator elements
How it works...
Right inheritance
The login format
Access right
There's more...
Changing the Orchestrator Administrator group
Typical error messages
Disabling nonadministrative access to Orchestrator
User preferences
Getting ready
How to do it...
How it works...
General
Workflow
Inventory
Script editor
Scheduling workflows
Getting ready
How to do it...
How it works...
There's more...
See also
Workflow auto documentation
Getting ready
How to do it...
How it works...
Orchestrator and vSphere Web Client
Getting ready
How to do it…
Configure workflows for the Web Client
Writing workflows for web integration
How it works...
There's more...
See also
6. Advanced Operations
Introduction
WebViews
Authorizations
Accessing the Orchestrator API via REST
Getting ready
How to do it...
Establishing a connection
Getting information
Running a workflow
How it works...
See also
Working with resources
Getting ready
How to do it...
Adding resources manually
Using resources in workflows
Creating a new resource element
Updating a resource
How it works...
There's more...
Accessing resources directly
Saving and loading resources
See also
Working with tags
Getting ready
How to do it...
Tagging a workflow
Viewing all tags in a workflow
Finding workflows by tags
How it works...
There's more...
Working with locks
Getting ready
How to do it...
Locking workflows
Unlocking workflows
How it works...
There's more...
See also
Language packs (localization)
Getting ready
How to do it...
How it works...
Working with policies
Getting ready
How to do it...
How it works...
Policy Templates
Triggers
The event variable
See also
Managing remote Orchestrator
Getting ready
How to do it...
Adding an Orchestrator server
Creating proxy workflows
Deploying packages to remote Orchestrator
How it works...
See also
7. Working with VMware Infrastructure
Introduction
vSphere automation
The vCenter MoRef
The vim3WaitTaskEnd action
Other vCenter wait actions
vRealize Automation (vRA)
Installation
The vRA Orchestrator plugin
vRA-integrated Orchestrator
Dynamic Types or XaaS
Read more…
Unmounting all the CD-ROMs of all VMs in a cluster
Getting ready
How to do it...
How it works...
See also
Provisioning a VM from a template
Getting ready
How to do it…
Creating a configuration
Creating the base workflow
How it works…
There's more...
See also
An approval process for VM provisioning
Getting ready
How to do it…
Creating a configuration element
Creating a workflow
Improving with the presentation
How it works…
See also
Working with the vCenter API (to change a VM's HA settings)
Getting ready
How to do it…
How it works…
There's more…
See also
Standard vSwitch and Distributed Switch ports
Getting ready
How to do it…
Create an action
Creating the workflow
Make it work with presentation
How it works…
See also
Executing a program inside a VM
Getting ready
How to do it…
Create a wait workflow
Create an installation workflow
An example run
How it works…
There's more…
See also
Configuring a vRA instance in Orchestrator
Getting ready
How to do it…
How it works…
Configuring an external Orchestrator in vRA
Getting ready
How to do it…
Building and configuring an external Orchestrator
Configuring vRA
Tuning vRA
How it works…
There's more…
Adding an Orchestrator endpoint
Getting ready
How to do it…
How it works…
Integrating Orchestrator workflows in vRA
Getting ready
How to do it…
Activate the advanced services tab
Adding a service blueprint
Publishing and adding the workflow to the catalog
How it works…
There's more…
Managing AD users with vRA
Getting ready
How to do it…
Creating a custom resource
Creating the service blueprint
Creating a resource action
Conducting a test run
How it works…
Index
VMware vRealize Orchestrator Cookbook
VMware vRealize Orchestrator Cookbook
Copyright © 2015 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: February 2015
Production reference: 1240215
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78439-224-6
www.packtpub.com
Credits
Author
Daniel Langenhan
Reviewers
Burke Azbill
Christophe Decanini
Steffen Oezcan
Brian Ragazzi
Earl Waud
Commissioning Editor
Dipika Gaonkar
Acquisition Editors
Rebecca Pedley
Greg Wild
Content Development Editor
Pooja Nair
Technical Editors
Tanvi Bhatt
Pramod Kumavat
Mitali Somaiya
Copy Editors
Deepa Nambiar
Stuti Srivastava
Neha Vyas
Project Coordinator
Suzanne Coutinho
Proofreaders
Simran Bhogal
Stephen Copestake
Safis Editing
Ameesha Green
Paul Hindle
Indexer
Tejal Soni
Production Coordinator
Conidon Miranda
Cover Work
Conidon Miranda
Foreword
If there is something I did right from the beginning of my IT career, it was automation and integration. Coming from a development background, it was natural for me to script or develop small tools to automate most of the manual tasks our team had to accomplish. This was in the mid 90s and required using a combination of scripting and programming languages, tools such as network boot and floppy disks, and performing low-level operations such as dumping PC BIOS to extract the information required by an installation process.
Since then, IT has evolved and now provides application programming interfaces to get information and perform remote operations. Simpler scripting languages were released to make these easily consumable, and virtualization provided the agility that was missing to automate a lot of data center operations.
Streamlining these operations as modular, reusable, highly available workflows is what VMware vRealize Orchestrator brought to the equation.
After being used prominently by service providers to build their public cloud offerings and the enterprises for their private cloud, Orchestrator is now fast becoming a core component of several VMware Software-defined Data Center capabilities such as self-service provisioning, custom service authoring, DevOps, and automatic remediation. The Orchestrator workflows powering these can be leveraged to design your own custom automation and integrations.
VMware vRealize Orchestrator Cookbook guides system engineers in understanding how to best design workflows to orchestrate data centers. It walks them through all the important Orchestrator features using real-world use cases presented as recipes, explaining how these work, and providing directions to aid further development.
My colleague Burke Azbill and I have been working with Orchestrator for the last 8 years, enabling our customers in their journey to the software-defined data center. We can definitely say that if we had had a copy of this book back then, it would have saved us hundreds of hours; even today, with all the experience we have, it is still a much-needed reference.
We have worked with Daniel Langenhan for the last 6 years, and we are delighted that he has managed to share so much of his knowledge and experience acquired by delivering Orchestration solutions to our customers; the result is that you can now unleash the power of Orchestrator.
We wish you the best in your workflow designs and deployments.
Christophe Decanini and Burke Azbill
Consulting Architects
VMware Global Center of Excellence
@vCOTeam / vCOTeam.info
About the Author
Daniel Langenhan is a virtualization expert with formidable skills in architecture, design, and implementation for large multitier systems. His experience and knowledge of process management, enterprise-level storage, and Linux and Windows operating systems have made him and his business a highly sought international consultancy in the Asia Pacific and European regions for multinational clientele in the areas of finance, communication, education, and government. Daniel has been working with VMware products since 2002 and has been directly associated with VMware since 2008. He has a proven track record of successful integrations of virtualization into different business areas while minimizing cost and maximizing reliability and effectiveness for his clients.
Daniel's expertise and practical approach to VMware have resulted in the publication of the following books:
Instant VMware vCloud Starter, Packt Publishing
VMware View Security Essentials, Packt Publishing
VMware vCloud Director Cookbook, Packt Publishing
He has also lent his expertise to many other publishing projects as a technical editor.
I would like to thank my wife, Renata, for her endless efforts and patience. I also like to express my gratitude to my reviewers for improving this book. A special thank you goes out to Christophe Decanini and Burke Azbill who have been committed to make Orchestrator a successful product since they started working on Orchestrator.
About the Reviewers
Burke Azbill has been a technology professional since 1996 and holds certifications from Cisco, Citrix, ITIL, Linux Professional Institute, Microsoft, Novell, and VMware. He joined VMware in 2007 as part of the acquisition of Dunes Technologies from Lausanne, Switzerland, where he had begun his work with Orchestrator. Burke is the founder and contributor of http://www.vcoteam.info as well as a leading contributor to the VMTN communities for Orchestrator. During his tenure at VMware, Burke has trained hundreds of employees on Orchestrator, built many integrations for customers and partners, and worked in various roles in the VMworld Hands-on Labs. He has coauthored vCloud Architecture Toolkit, VMware Press, and he has reviewed Automating vSphere with VMware vCenter Orchestrator, VMware Press and VMware vSphere for Dummies, For Dummies.
Christophe Decanini is a consulting architect at VMware, Inc. He joined VMware in 2007 as part of the acquisition of Dunes Technologies. Based in Gland, Switzerland, Christophe is an Orchestrator expert, supporting VMware customers, partners, and field resources globally.
Christophe has worked on several important contributions to Orchestrator, including product features that participated in making Orchestrator a successful product. He has presented orchestration solutions at conferences such as VMworld and is a main contributor to the www.vcoteam.info blog and the official VMware Orchestrator community.
Christophe has reviewed and contributed to books that cover Orchestrator, including VMware vCloud Architecture Toolkit, VMware Press. He was awarded the vExpert designation for several years and is now a VMware CTO ambassador.
He has 20 years of experience in IT automation and holds a VMware Certified Professional 5 - Data Center Virtualization (VCP5-DCV) certification and a Bachelor's degree in computer science. You can follow Christophe on Twitter at @vCOTeam.
Steffen Oezcan is a data center technologist based in Germany with more than 10 years of experience within the IT industry. What started as a career in data center administration moved swiftly into IT consulting and training with the focus on Microsoft and VMware-based virtualization technologies. He combines his deep technical and excellent educational skills to deliver the best solutions to his clients, who span across many industries in EMEA.
Steffen holds several advanced certifications, including VMware Certified Advanced Professional 5-Data Center Administration (VCAP5-DCA) and VMware Certified Advanced Professional 5-Data Center Design (VCAP5-DCD). In the last 5 years, he has become a well-known VMware Certified Instructor (VCI) Level 2, teaching classes across EMEA for vSphere, vRealize Operations Manager, Horizon View, and vCloud Networking and Security. In this role, he received the VCI Achievement Award for his outstanding contribution and the best instructor evaluations in EMEA, presented on VCI Day at VMworld Europe 2013.
Since 2010, he has been working as a freelance IT consultant and technical instructor, currently focusing on virtualization technologies, cloud enablement, and data center automation.
Brian Ragazzi is an advisory solution architect at EMC with more than 15 years of experience in the IT industry. He is a lead architect at EMC Enterprise Hybrid Cloud and specializes in Software-defined Data Center and IT automation. Brian can be found online at http://brianragazzi.com.
Earl Waud is a virtualization development professional with more than 9 years of focused industry experience, creating innovative solutions for hypervisor provisioning, management, and automation. He is an expert in aligning engineering strategy with organizational vision and goals and delivering highly scalable and user-friendly virtualization environments.
With more than 20 years of experience in developing customer-facing and corporate IT software solutions, he has a proven track record in delivering high-caliber and on-time technology solutions that significantly impact business results.
Earl lives in San Diego, California. He is blessed with a beautiful wife, Patti, and three amazing daughters, Madison, Daniella, and Alexis.
Currently, Earl is a senior systems engineer with Intuit Inc., which is a company that creates business and financial management solutions that simplify the business of life for small businesses, consumers, and accounting professionals.
Earl can be reached online at http://sandiegoearl.com.
Thank you to my wonderful family for allowing me to spend some of our precious family time reviewing this book. I love and appreciate you, and I know I am truly blessed that you are my family.
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Preface
Orchestrator started its life as Virtual Service Orchestrator (VS-O) with a small company named Dunes in Lausanne, Switzerland. In 2007, VMware bought Dunes, renaming the product as VMware Orchestrator (VMO), and then introduced Orchestrator into vSphere 4.0 as vCenter Orchestrator (vCO). Orchestrator's first stage debut was with VMware Lifecycle Manager, which used Orchestrator to automate the virtual infrastructure life cycle. Orchestrator itself never really received the spotlight until the recent launch of VMware vCloud