Setting Up CloudAdvisor

The final configuration steps are done by accessing the HyTrust CloudAdvisor graphical user interface (GUI) through any supported web browser. For more information, see Supported Browsers.

1. Open a web browser and navigate to the IP address assigned to the Primary interface during the CloudAdvisor Virtual Appliance configuration.

   Note:

   CloudAdvisor uses a self-­signed certificate. Depending on your browser, you may receive a message about a problem with the certificate or the connection being untrusted or not private. Simply click past the message.

2. Log into CloudAdvisor with the username admin and the password that was specified when the CloudAdvisor Virtual Appliance was configured.

   The first time you log into the CloudAdvisor interface, CloudAdvisor automatically displays a splash screen that lets you start the Configuration Wizard.

3. In the Welcome to CloudAdvisor splash screen, click Setup Now.
4. Accept the HyTrust Software End User License Agreement (EULA).

5. Specify the following properties in the Register step:

   Field Name	Description
   Allow Vitals communication	Check box that enables the CloudAdvisor Vitals service. The Vitals service enables CloudAdvisor to gather information from your system and monitor the health of the system. HyTrust Support may request this information when answering a Support question. For more information, see the HyTrust CloudAdvisor Administration Guide or the CloudAdvisor Online Help.
   CloudAdvisor Licensing	Select one of the following license options: Activation Key (requires internet connectivity) - Specify the activation key in the format XXXX-XXXX-XXXX-XXXX. Import License - Click Browse to select a license file to import. Enter License - Copy and paste all text from a valid CloudAdvisor license starting with the word "license" into the text box.

6. Click Activate.

   CloudAdvisor verifies that your license is valid and displays a confirmation.

7. Verify the specified information and click Continue with Setup.

8. Specify the following properties in the DNS configuration window:

   Field Name	Description
   DNS IP Address	IP address of the DNS server. To specify multiple DNS servers, separate their IP addresses with spaces. You must specify the IP address of at least one DNS server. Note: If you entered a DNS Server IP address during initial setup of the CloudAdvisor Virtual Appliance, this field is pre-populated with the IP address.
   Domain Name	Fully qualified domain name (FQDN) for CloudAdvisor.

9. If you want to verify the connection, click Test.
10. Click Continue.

11. Specify the following properties in the Date & Time configuration window:

    Field Name	Description
    Time Zone	Select a time zone by clicking on the map or by selecting it in the drop-down list.
    NTP Servers	Enter an IP address or fully-qualified domain name of a time server. To specify multiple NTP servers, separate their IP addresses or domain names with spaces. Domain names cannot include spaces or these special characters: ,~:!@#$%^&’()[]{} Example: ca.pool.ntp.org <space> us.pool.ntp.org

12. To verify the configuration, click Test.
13. Click Continue.

14. If you want to connect CloudAdvisor to an Active Directory (AD) server:

    1. Ensure that Active Directory is set to ON (the default).

       Note:

       If you want to add any Veeam-managed VMs to the CloudAdvisor inventory, you must connect using an AD account. Because CloudAdvisor for Availability only supports Veeam-managed VMs, AD is required if you are using CloudAdvisor for Availability. AD is optional for CloudAdvisor for Data.

    2. Enter the AD Domain Name. CloudAdvisor does not support multiple AD domains.
    3. CloudAdvisor derives the default NetBIOS domain name from the specified AD Domain name. Verify the entry in the NetBIOS Domain Name field and make changes if necessary.
15. Click Continue.

16. If you want to connect CloudAdvisor to an email server:

    1. Set the Email service to ON.

       We strongly recommend that you configure an email server so that CloudAdvisor can send email alerts, event notifications, and search subscriptions.

    2. Specify values for each field using the definitions in the following table:

       Field Name	Range	Description
       SMTP Server Name or IP Address	2 — 255 ASCII characters	Name of the SMTP server used by email or its IP address. Cannot include spaces or the following special characters: , ~ : ! @ # $ % ^ & ’ ( ) [ ] { }
       Security	N/A	Encryption method for establishing a connection with the SMTP server: None (default) SSL-Secure Sockets Layer TLS-Transport Layer Security
       User Name	1 — 255 ASCII characters	User name for the account authorized to send email. Optional if security is "None." Cannot include spaces.
       Password	2 — 32 ASCII characters	Password for the user that is authorized to send email. Optional if security is "None." Cannot include spaces.
       Re-enter Password	2 — 32 ASCII characters	Password for the user that is authorized to send email. Optional if security is "None." Cannot include spaces.
       Port	1 — 6 digits	TCP Port that the SMTP server uses for communications. Default is TCP port 25 for no security. Use TCP ports 465 or 587 for SSL or TLS.
       Sender	1 — 255 ASCII characters	Email address from which the system sends email. Cannot include spaces.

17. Click Continue.

18. Add a virtualization manager as described below:

    1. Click the Add button or the Add Virtualization Manager Now link.

       Note:

       If you are using CloudAdvisor for Data, you will be able to analyze any VM associated with this virtualization manager. If you are using CloudAdvisor for Availability, the virtualization manager is used for infrastructure tasks only. CloudAdvisor for Availability can only analyze VMs protected with Veeam Backup and Replication.

    2. In the Virtualization Manager Credentials dialog box, specify the following properties:

       Field Name	Description
       Server Name or IP Address	Name or IP address of the virtualization manager that you want to use for this CloudAdvisor instance.
       User Name	User name credential for accessing the virtualization manager. You can specify a local vCenter username or a valid Active Directory ID with the prefix\ or @postfix notation. For details about the account requirements, see the HyTrust CloudAdvisor Release Notes. The current version of the Release Notes is available at: https://www.hytrust.com/cloudadvisordata.
       Password	Password credential for accessing the virtualization manager.

    3. If you want to test the connection, click Test.

    4. Click Apply.

       The Setup wizard adds the virtualization manager to the Virtualization Managers table in the CloudAdvisor Setup tab.

    5. If you want to add additional virtualization managers, click the Add button and specify the connection information for each manager.
19. Click Continue.

20. Optionally connect CloudAdvisor to one or more Veeam backup systems:

    1. In the Add Backup Provider page, specify the following policy properties:

       Field Name	Description
       Server Name or IP Address	Name or IP address of the backup provider server you are adding.
       User Name	User name credentials for this system.
       Password	Password credentials for this system.

    2. Click Continue.

       CloudAdvisor verifies the credentials.

    3. Click Add to Inventory.

       CloudAdvisor verifies connectivity to the backup provider and discovers details about the system.

    4. In the Add Backup Provider dialog box, optionally specify time periods during which you do not want CloudAdvisor to perform any analysis tasks.

    5. Click Continue.

       CloudAdvisor closes the Add Backup Provider dialog box and returns to the Setup wizard.

21. Click Continue.

22. If you want to:

    • Add VMs from any of the specified virtualization managers or backup providers, click Add VMs to Inventory Now. For details, see Adding VMs to Inventory.
    • Start using the HyTrust CloudAdvisor graphical user interface (GUI), click Explore on My Own.