Installation and Setup Guide for Resource Manager Essentials 3.5 on Windows (With LMS 2.2/RWAN 1.3)
Preparing to Use Essentials Applications

Table Of Contents

Preparing to Use Essentials Applications

Preparation Overview

Configuring the Server

Setting Device Credentials

Setting Up Inventory

Adding or Importing Inventory Data

Adding Device Information Manually

Importing Device Information

Creating a Device View

Changing Device Attributes (Credentials and Serial Numbers)

Setting Up and Verifying Availability

Setting Up Syslog Analysis

Specifying Country Codes

Configuring Devices for Syslog Analysis

Configuring Cisco IOS Devices

Configuring Catalyst Devices

Verifying the Syslog Analyzer

Setting Up Software Management

Verifying Space Requirements for Downloaded Files

Setting Up File Transfer Servers

Adding Device Credentials

Configuring the SMTP Server

Setting Software Management Preferences

Setting Up Configuration Management

Entering Device Credentials

Modifying Device Configurations

Make Sure Devices Are rcp-enabled

Make Sure Devices Are SSH-enabled

Configure Devices for Syslog Analysis

Modifying Device Security

Setting Up NetConfig

Verifying Device Configurations

Verifying Device Credentials (Attributes)

Modifying Device Security

Configuration Job Setup


Preparing to Use Essentials Applications


After installing and setting up Resource Manager Essentials (Essentials), you must configure the server for Essentials and configure Essentials applications for use.

This chapter assumes that you have performed the client setup tasks described in Installation and Setup Guide for Common Services on Windows.

This chapter consists of:

Preparation Overview

To access the server from a client system, enter any one of these URLs in your web browser:

Logging In

Configuring the Server

Setting Device Credentials

Setting Up Inventory

Setting Up and Verifying Availability

Setting Up Syslog Analysis

Setting Up Software Management

Setting Up Configuration Management

Preparation Overview

Table 2-1 lists the prerequisite tasks for using Essentials applications. It contains references to more detailed information about each task.

Table 2-1 Preparing to Use Essentials Applications Task Overview 

Task
Steps
References

1. Configure the system.

Enter information about the proxy server, SNMP, SMTP, and rcp.

"Configuring the Server" section.

2. Setting device credentials

Configure items on the devices that are to be monitored by Essentials.

"Setting Device Credentials" section

3. Set up Inventory.

a. Create network inventory by either:

Adding device information by adding one device at a time.

Importing device information from a file or an NMS database.

"Adding or Importing Inventory Data" section.

b. (Optional) Create a device view.

"Creating a Device View" section.

c. (Optional) Obtain login privileges to Cisco.com (CCO).

If you do not have login privileges, go to Cisco.com, to obtain a login.

d. (Optional) Enter device serial numbers for devices that have Contract Connection service contracts.

"Changing Device Attributes (Credentials and Serial Numbers)" section.

e. (Optional) Perform the following Inventory setup tasks:

Schedule inventory polling and collection.

Set change report filters.

Display a detailed device report.

Inventory online help.

4. Set up Availability.

a. Create a device view with at least one device.

"Setting Up and Verifying Availability" section and "Creating a Device View" section.

Verify Availability

b. Verify that Availability functions correctly.

"Setting Up and Verifying Availability" section.

5. Set up Syslog Analysis.

a. Configure your routers and switches for syslog analysis.

"Configuring Devices for Syslog Analysis" section.

b. Verify that Syslog messages are being processed by the Syslog Analyzer.

"Verifying the Syslog Analyzer" section.

6. Set up Software Management.

a. Set up file transfer servers.

"Setting Up File Transfer Servers" section.

b. Add device credentials to inventory.

"Adding Device Credentials" section.

c. Set Software Management preferences.

"Setting Software Management Preferences" section.

d. Obtain login privileges to Cisco.com for importing software images.

If you do not have login privileges, go to Cisco.com, to obtain a login.

e. (Optional) Perform setup tasks.

Create a baseline of the devices in your network and populate the software image library.

Schedule the Browse Defects job to run periodically.

Schedule the Synchronize Library job to run periodically.

Create one or more approver lists if you want to use the Maker Checker option.

Distribute a software image to a device or group of devices.

Software Management online help.

7. Set up Configuration Management.

a. Enter passwords.

"Entering Device Credentials" section.

b. Modify device configurations.

"Modifying Device Configurations" section.

c. Modify device security.

"Modifying Device Security" section.

d. Set up NetConfig:

Verify device configurations in configuration archive.

Verify device credentials.

Modify device security.

Verify device prompts.

"Setting Up NetConfig" section and the NetConfig online help.

e. (Optional) Perform NetConfig setup tasks:

Install Java Plugin on client systems.

Configure default job properties.

Assign template access privileges to users.

Enable Job Approval.

NetConfig online help.


To access the server from a client system, enter any one of these URLs in your web browser:

If SSL is disabled and if you installed CiscoWorks Common Services (Common Services) on the default port, and enter:

http://server_name:1741

If SSL is enabled, and if you installed CiscoWorks Common Services (Common Services) on the default port, enter:

https://server_name:1742

where server_name is the hostname of the server on which you installed Essentials.

See User Guide for CiscoWorks Common Services for information about administrator logins.


Configuring the Server

You can configure system-wide information for Essentials applications using the System Configuration option. You should verify that the defaults are correct or enter corrections.


Step 1 Select Resource Manager Essentials > Administration > System Configuration.

The System Configuration dialog box appears (Figure 2-1).

Figure 2-1 System Configuration Dialog Box

Step 2 Select one of the following tabs to enter information or to verify that the configured information is correct:

Proxy

SNMP

SMTP

rcp

See Table 2-2 for descriptions of the information in each dialog box tab.

Step 3 Click Apply to save changes, or click Defaults to apply the defaults.

Step 4 Repeat Step 2 and Step 3 until you have verified or corrected all the information displayed in the System Configuration dialog box.

The dialog box is displayed until you select another option from the navigation tree.


Table 2-2 System Configuration Dialog Box Information 

Tab Name
Description
Fields—Values to Enter

Proxy

Connects to Cisco.com. If server access to the outside world is controlled through a proxy server, this setting must be configured.

Proxy URL—System-wide proxy URL. There is no default.

SNMP

Queries devices for inventory collection: includes importing and adding devices and collecting inventory data.

Fast SNMP Timeout—Length of time, (from 5 to 90 seconds) that the system should wait for a device to respond before trying to access it again. Default is 5.

Fast SNMP Retry—Number of times, (from 2 to 6) that the system should try to access devices with fast SNMP options. Default is 2.

Slow SNMP Timeout—Length of time, (from 10 to 90 seconds) that the system should wait for a device to respond before trying to access it again. Default is 20.

Slow SNMP Retry—Number of times, (from 2 to 6) that the system should try to access a device with slow SNMP options. Default is 3.

The system tries the Fast SNMP Timeout and Fast SNMP Retry options first. If no response occurs after the Fast Retry, the system switches to the Slow SNMP option.

SMTP

Sends email.

SMTP Server—Server name. Default is localhost.

rcp

Specifies user during remote file transfer operations from devices. Authenticates rcp transfers between devices and the server.

User account should be configured on devices as local user.

See the "Setting Up File Transfer Servers" section.

User Name—Name used by a network device when it connects to the server to run rcp.


Setting Device Credentials

Several important items must be configured correctly on every Cisco device that will be managed and monitored through Essentials.

Details about each application and the tasks involved in setting the credentials are available later in this document. For more details, see Table 2-1.

Table 2-3 lists all the applications and the device credentials required for proper functioning of the applications.

.

Table 2-3 Applications and the Device Credentials 

Application
Telnet Password
Enable Password
SNMP Read Only
SNMP Read / Write

NetConfig

Required

Required

Required

Not required1

NetShow

Required

Required

Required

Not required

Config Editor

Required

Required

Required

Not required2

ChangeAudit

Not required

Not required

Required

Not required

Configuration Management (Telnet)

Required

Required

Required

Not required

Configuration Management (TFTP) 3

Not required

Not required

Required

Required

Inventory

Not required

Not required

Required

Not required

SWIM

Required4

Required4

Required

Required

Syslog

Not required

Not required

Required

Not required

Availability

Required

Required

Required

Not required

1 After execution of a job, NetConfig provides an option to fetch the configuration using TFTP. SNMP Read/Write credentials are required in such cases.

2 After execution of a job, Config Editor provides an option to fetch the configuration using TFTP. SNMP Read/Write credentials are required in such cases.

3 The file vlan.dat can be fetched only if telnet password and enable password are supplied.

4 Required in case of few devices like PIX devices, Cisco 2950 series switches.


Setting Up Inventory

As a network administrator, you need to be able to quickly troubleshoot problems on the network, identify when network capacity is being reached, and provide information to management on the number and types of devices that are on the network.

If the network goes down, one of the first things you will need to know is what devices are running on the network. The Inventory application in Essentials caters to these requirements.

This section describes the tasks that you must perform to set up the Inventory application.

For detailed information see User Guide for Resource Manager Essentials 3.5.

Adding or Importing Inventory Data

You must have at least one managed device (a device whose inventory information is tracked by Essentials) to verify correct Essentials installation. To manage your network, you need to add the device information for all your managed devices.

To populate your network inventory:

Add devices one at a time by entering the device information manually.

Import a group of devices from:

A comma-separated values (CSV) file or a data integration file (DIF) that you create from another information source.

A supported network management system (NMS) on the same host as your server (local import).

A supported NMS on a different host from your server (remote import).

A supported proxy server like Auto Update Server (AUS)

The supported NMS software is described in the "Supported NMS Environments for Device Import" section.

Adding Device Information Manually

This section describes how to add devices one at a time and how to troubleshoot problems you might have using this method.


Step 1 Select Resource Manager Essentials > Administration > Inventory > Add Devices.

The Add a Single Device dialog box appears.

Step 2 Enter the access information and annotations for one device.

You must fill in the Device Name field with the device name or IP address. For Inventory, all other fields in this dialog box are optional. For other applications, you might need to fill in other fields. For more information, see the Inventory online help.

Step 3 Click Next.

The Enter Login Authentication Information dialog box appears.

You must fill in the Read Community String and Write Community String fields and verify the passwords. For Inventory, the other fields in this dialog box are optional. For other applications, you might need to fill in other fields. For more information, see the online help.

Step 4 Click Next.

The Enter Enable Authentication Information dialog box appears.

For Inventory, all fields are optional. For other applications, you might need to fill in fields. For more information, see the online help.

Step 5 Click Finish.

The Single Device Add dialog box appears.

Step 6 Click View Status.

The Add/Import Status Summary dialog box appears.

Step 7 Use the Add/Import Status Summary dialog box to check the status of the device you specified.

The dialog box should contain:

Device Status
Number of Devices

Managed

0

Alias

0

Pending

1

Conflicting

0

Suspended

0

Not Responding

0

Device Attribute Errors

0


If the device responded quickly, the Managed row might already contain one device.

Step 8 Click Update on the Add/Import Status Summary dialog box to update device status.

If the pending count goes from 1 to 0 after you click Update and the Managed row has 1 device, Essentials was installed and configured correctly.

You might need to wait several minutes for the device to become managed. Click Update on the Add/Import Status Summary dialog box every minute or so to check current device status.

For additional information, see the online help.

If you added a device and the Add/Import Status Summary dialog box shows that the device status has not changed from Pending even after 15 minutes, check the status of all processes to make sure they are running normally.

To view the latest device status information, select Resource Manager Essentials > Administration > Inventory > Import Status, then click Update in the Add/Import Status Summary dialog box.

To determine if the DIServer process is running, select Server Configuration > Administration > Process Management > Process Status. (The DIServer is the process responsible for validating devices and changing their status from Pending.)

Even if the DIServer process has the state Running Normally, it might be in an error state. You need to stop and restart it.

To stop the DIServer process:

a. Select Server Configuration > Administration > Process Management > Stop Process. The Stop Process dialog box appears.

b. Click the Process radio button.

c. In the Process Name field, select DIServer, then click Finish.

To restart the DIServer process:

a. Select Server Configuration > Administration > Process Management > Start Process. The Start Process dialog box appears.

b. Click the Process radio button.

c. In the Process Name field, select DIServer, then click Finish.

Step 9 Select Resource Manager Essentials > Administration > Inventory > Import Status to return to the Add/Import Status Summary dialog box, then click Update.

The device status should change to Managed within a couple of minutes.


Importing Device Information

You can import devices either from a file or a network management system (NMS). The NMS can be either remote or local.

To import devices from a file, extract data from your existing data source into a comma-separated value (CSV) file or data integration file (DIF). Select Resource Manager Essentials > Administration > Inventory > Import from File to access the CSV or DIF file and import the device information. For additional information, refer to the online help.

To import devices from a local NMS database, select Resource Manager Essentials > Administration > Inventory > Import from Local NMS. The available databases are listed in the Local NMS Import dialog box. For information about the device import software supported for local import, see the "Supported NMS Environments for Device Import" section. For additional information, refer to the online help.

To import devices from a remote NMS database:

Work with the system administrator of the host on which the NMS database is running. For more information, refer to the online help.

Perform several system and NMS configuration steps that are contingent upon the NMS you are using. For information about the device import software supported for remote import, see the "Supported NMS Environments for Device Import" section. For additional information, refer to the online help.

Select Resource Manager Essentials > Administration > Inventory > Import from Remote NMS to import devices from the databases listed in the Remote NMS Import dialog box.

To import devices from an Auto Update Server (AUS):

Select Resource Manager Essentials > Administration > Inventory > Proxy Management.

If you have difficulty importing device information:

Increase the SNMP timeout setting. Refer to the online help for more information.

Verify that you entered correct read community strings for the devices.

For additional information, see the online help.

Creating a Device View

After you have added devices into the Essentials inventory database, you can define views to logically group devices into locations, types, or areas of responsibility. Device views allow you to quickly view reports on all devices of a certain type or with specific characteristics, such as all Catalyst® switches.

Three categories of device views are available in Essentials:

System Views— Predefined and available after you install Essentials. System views include most major classes of Cisco devices, such as all Catalyst switches, all Cisco 7000 Series routers, or all SwitchProbes.

Custom Views — Defined by users and, when created, are available for use by anyone with the appropriate access to the server.

Private Views— Defined by users, but available only to the user account that created them.

Two different types of views can be created within the Custom or Private categories (all system views are dynamic views):

Dynamic views are logical groups based on device attributes, such as device class or software version. The devices in a dynamic view appear, based on the attribute value. If the device attribute for a device in which the dynamic view is based on changes, the device will no longer be a member of that dynamic view.

If devices are added to the inventory with the same value, or an existing devices attribute is changed to the same value, as the value for the attribute that a dynamic view is based on, then they will be automatically added to the view.

An example of a dynamic view is all devices with Cisco IOS Version 12.0. Any devices that currently have this attribute would be included in the device view. All system views are dynamic.

Static views are logical groups based on user-defined characteristics. Static views include any devices that you add to the view. The members of the logical group do not change unless you manually add or remove devices. Use static view when you do not want the membership to change automatically.

To set up and verify the Essentials applications, you must create a static device view (a group of devices) that includes at least one device.

For additional information, refer to the online help.

To create a static device view:


Step 1 Select Resource Manager Essentials > Administration > Device Views > Add Static Views.

The Add Static Views dialog box appears.

Step 2 Select the view that has the device(s) you want to add from the Views column, If you have not previously configured any views, select All.

Step 3 Select the device(s) that you want to add from the Devices list, then click Add.

Step 4 Enter the view name and view description.

Step 5 Click Finish.


Changing Device Attributes (Credentials and Serial Numbers)

To make sure your devices have the correct device access, password information, and user information, you can change the device attributes.

Contract Connection lets you verify which of your Cisco IOS® devices are covered by a service contract. Contract Connection uses Inventory Manager, Cisco.com and the Cisco internal contract tracking service, Contract Agent, to provide the status of your service coverage.

For Contract Connection to provide accurate contract status information, you must add device serial numbers to the entries of devices that have service contracts.

To check device attributes, select Resource Manager Essentials > Administration > Inventory > Check Device Attributes.

To edit device attributes:


Step 1 Select Resource Manager Essentials > Administration > Inventory > Change Device Attributes.

The Change Device Attributes dialog box appears.

Step 2 Select the device whose device information you want to edit, then click Next.

The Change Device Attributes dialog box displays the options.

Step 3 Select one or more options, then click Next.

A dialog box appears for each option you selected. The dialog box fields are blank; they do not display current information.

Step 4 Edit dialog boxes as needed.

To retain the current value, leave the field blank.

To change a value, enter the new information in the field. If you are changing a local or TACACS password, you must enter the corresponding username.

To delete a value, click Delete next to the field. If you are deleting a password, you must also enter the username.


Note Verify your entries before you click Next in any dialog box. If you change device attributes, you cannot undo the change, except by reediting.


Step 5 After you complete editing a dialog box:

Click Finish to apply the changes and move to the next dialog box or to exit, if you are in the final dialog box.

Click Back to close the dialog box without changing any information.


Setting Up and Verifying Availability

If users experience connectivity problems while trying to reach certain resources or services on the network, you should check is whether or not any devices have gone down. If a device is unreachable, you will want to find out when it was last operational and if any abnormal reloads have occurred.

Availability function within Essentials helps you track the reachability of devices on your network.

To verify that the Availability function is working correctly, you must have a test device view with at least one device. You can use the view you created during Inventory setup. Use this test device view to verify that the Availability function displays the devices in the view in the Reachability Dashboard.


Step 1 Select Resource Manager Essentials > Administration > Availability > Change Polling Options.

The Select Polled Views dialog box appears.

Step 2 Select the test device view that you created from the All Views list, then click Add to add it to the Polled Views list. This creates a view for Availability polling.


Note You must add views to the Polled Views list. Only polled views are monitored.


Step 3 Click Next.

The Change Polling Options dialog box appears

Step 4 Select 5 Minutes from the Verify device reachability every drop-down list, then click Finish.

Step 5 Wait for at least 10 minutes to make sure Availability polls the devices in your test device view.

Step 6 Select Resource Manager Essentials > Availability > Reachability Dashboard.

The Reachability Dashboard appears.

Step 7 Click the view name.

The devices in your test device view should appear in the Availability Monitor.


Now that you have configured one Availability view and specified polling parameters, you can monitor devices and run reports. For details about using Availability, refer to the online help.

Setting Up Syslog Analysis

Syslog Analysis lets you centrally log and track messages generated by devices. You can use the logged error message data to analyze device and network performance. You can customize Syslog Analysis to produce the information and message reports that are important to your operation.

Since system message logging is not part of the Windows operating system, Essentials provides syslog message logging as a Windows service (Essentials syslog service).

The syslog service saves each system message to the default directory, SystemDrive:\Programs Files\CSCOpx\log\syslog.log. Syslog Analysis reads the syslog.log file for messages, processes the messages, and writes them to the Essentials database. CGI scripts use the database information to generate system message reports.

Refer to the online help for more information about Syslog Analysis.

Setting up Syslog Analysis involves:

Specifying Country Codes

Configuring Devices for Syslog Analysis

Verifying the Syslog Analyzer

Specifying Country Codes

You must update the country code entry in the file, Sa.properties with the appropriate country code to make sure the Syslog timestamp conversion works correctly. Sa.properties is located in the directory, %NMSROOT%\lib\classpath\com\cisco\nm\sysloga\sa, where %NMSROOT% is the directory in which is installed.

The country code is the 3-letter abbreviation specified as per the ISO_3166 document.

For a list of country codes, see the file, CountryCode.txt, located in the directory, %NMSROOT%\lib\classpath\com\cisco\nm\sysloga\CountryCode.txt.


Note You must restart Syslog Analyzer after you update the country code.


To terminate Syslog Analyzer, at the command prompt, enter:

%NMSROOT%\bin\pdterm SyslogAnalyzer

To start Syslog Analyzer, at the command prompt, enter:

%NMSROOT%\bin\pdexec SyslogAnalyzer

Configuring Devices for Syslog Analysis

Before you can use Syslog Analysis, you must configure devices to forward messages to Essentials or a system on which you have installed the distributed Syslog Analyzer Collector. For more information about setting up devices for message logging, refer to the Syslog online help, the Cisco IOS Software Documentation on Cisco.com (for Cisco IOS devices), and the appropriate reference guide.

Configuring Cisco IOS Devices

To configure Cisco IOS devices:


Step 1 Telnet to the device and log in.

The prompt changes to host>.

Step 2 Enter enable.

Step 3 Enter the enable password.

The prompt changes to host#.

Step 4 Enter configure terminal.

You are now in configuration mode, and the prompt changes to host(config)#.

Step 5 To make sure logging is enabled, enter logging on.

Step 6 To specify the Essentials server to receive the router syslog messages, enter logging 123.45.67.89 (where 123.45.67.89 is the IP address of the server).

Step 7 Set the logging trap level by entering logging trap informational. Severity level informational means all alert and informational messages will be logged to the server.

Step 8 Verify that Syslog is running:

a. From the interface, select Server Configuration > Administration > Process Management > Process Status. The Process Status dialog box appears.

b. Verify that the entry for Syslog Analyzer has the status, Running normally.


Configuring Catalyst Devices

To configure Catalyst devices:


Step 1 Telnet to the device and log in.

The prompt changes to host>.

Step 2 Enter enable and the enable password.

The prompt changes to host(enable).

Step 3 To make sure logging is enabled, enter set logging server enable.

Step 4 Enter set logging server 123.45.67.89 (where 123.45.67.89 is the IP address of the server) to specify the server that is to receive the Catalyst switch syslog messages.

Step 5 Set the logging trap level by entering set logging all level 6 default.

Severity level 6 means all messages from level 0-6 (from alerts to informationals) will be logged to the server.

Step 6 Verify that the syslog filter file settings are correct.

Step 7 Verify that syslog is running by selecting Server Configuration > Administration > Process Management > Process Status.


Verifying the Syslog Analyzer

To verify that the Syslog Analyzer is processing syslog messages from the network:


Step 1 Log in to a managed router that is configured to send Syslog messages to the server. You must have appropriate login privileges to make configuration changes.

Step 2 Make a nondestructive change to the router configuration. For example, to change the contents of the login banner:

# enable
# configure terminal

The prompt changes to #>.

#> banner motd /
This is a test /
#> end

Step 3 Wait approximately 2 minutes for the server to process the Syslog message.

Step 4 Select Resource Manager Essentials > Syslog Analysis > Standard Reports.

The Standard Reports dialog box appears.

Step 5 Select the device for which you made a change. Click Help if needed.

Step 6 Click Next.

The Select Dates and Report Type dialog box appears.

Step 7 Select:

All Messages in the Report Type list.

Today from the Dates list.

Step 8 Click Finish.

The Syslog-Standard report appears.

Step 9 Verify that the report contains the Syslog message that the configuration change generated.


Setting Up Software Management

Cisco is constantly improving the quality and functionality of device software. As a network administrator, you need to know what versions are currently running on your devices, and you must keep informed of new software versions available to identify when upgrades are needed.

When software upgrades are required, you must plan for and manage the upgrade to minimize the disruption to the end users. The process of manually upgrading multiple devices on the network can be a very time-consuming and error-prone process.

Software Management application performs system software upgrades, boot loader upgrades, and software configuration operations on groups of routers and switches. For more information about setting up Software Management, refer to the online help.

Setting up Software Management involves the following:

Verifying Space Requirements for Downloaded Files

Setting Up File Transfer Servers

Adding Device Credentials

Configuring the SMTP Server

Setting Software Management Preferences

Verifying Space Requirements for Downloaded Files

Before you can use Software Management, you must have sufficient space to store the software image files. You should have 2 to 20 MB of space for each image.

Setting Up File Transfer Servers

CiscoWorks Common Services installs two file-transfer servers that the Software Management application uses to transfer software files:

A Trivial File Transfer Protocol (TFTP) server

During Software Management installation, the tftpboot directory is created under the directory in which Essentials is installed (the default is SystemDrive:\Program Files\CSCOpx).

This directory saves and stores files that are loaded to a device when you use Essentials applications supported by TFTP. All users have read, write, and execute privileges to the tftpboot directory.

A remote copy (rcp) server

Essentials uses rcp with devices that support rcp. For other devices, Essentials uses TFTP.

You can enable rcp if you want Essentials to use it with any devices.


Step 1 Select Resource Manager Essentials > Administration > Software Management > Edit Preferences.

The Edit Preferences dialog box appears.

Step 2 Deselect the Use RCP for image transfer (when applicable) check box.

Step 3 Click Finish.


Adding Device Credentials

Before you can use Software Management to manage device software images, you must add the required device passwords to Inventory.

Read and write community strings are required and the Telnet password is recommended. For information, see the "Changing Device Attributes (Credentials and Serial Numbers)" section or the online help.

Configuring the SMTP Server

Software Management uses an SMTP server on your network to deliver reports. The default location is localhost, which means that Software Management uses the SMTP server on the server.

If you want Software Management to use an SMTP server on a different system:


Step 1 Select Resource Manager Essentials > Administration > System Configuration.

The System Configuration dialog box appears.

Step 2 Select the SMTP tab.

Step 3 Enter the name of your SMTP server in the SMTP Server field.

Step 4 Click Apply.


Setting Software Management Preferences

Software Management has many preferences that you can set to control how the application behaves.

To set preferences:


Step 1 Select Resource Manager Essentials > Administration > Software Management > Edit Preferences.

The Edit Preferences dialog box appears.

Step 2 Change the settings as appropriate. For more information, see the online help.

Step 3 After you complete the changes:

Click Finish to save your changes.

Click Default to display the default configuration.


Setting Up Configuration Management

As the network administrator, you need to be able to control and track changes to device configurations in order to minimize errors and assist in troubleshooting problems. This can be very difficult if several people are making changes to the device configurations. It can also become very repetitive and time-consuming to have to make the same update to each individual device on the network. Configuration Management application can help simplify and automate these tasks.

Before Configuration Management can gather device configurations, you need to update the Essentials database with passwords, modify device configurations, and modify device security. You might also need to integrate Netsys and set up NetConfig.

Entering Device Credentials

Before the configuration archive can gather device configurations, enter the following device credentials:

Read and write community strings

Telnet passwords for login mode and enable mode

For the configuration archive to use Telnet to gather configuration from devices, you must enter the correct credentials.

TACACS, local, and rcp information for the devices

If a device is configured for TACACS authentication, add the TACACS username and password, not the Telnet passwords.

If a device is configured for local user authentication, add the local username and password.

In case of Radius authentication, enter the Radius username and password of the device, either in the TACACS authentication fields or in the local authentication fields.

If you already added or imported devices into Inventory and did not specify this information, you can change the device attributes. For more information, see the "Changing Device Attributes (Credentials and Serial Numbers)" section, or the Inventory online help.

Modifying Device Configurations

You need to modify your device configurations to enable Configuration Management to gather the configurations. After your devices become managed, the configuration files are collected and stored in the configuration archive.

Make Sure Devices Are rcp-enabled

To make sure the devices are rcp-enabled, log in to each device and enter these commands in the device configurations:

# ip rcmd rcp-enable
# ip rcmd remote-host remote_username IP_address local_username enable

where IP_address is the IP address of the system on which Essentials is installed. (Alternatively, you can enter the hostname.) The default remote_username and local_username are casuser.

Make Sure Devices Are SSH-enabled

Make sure the devices are SSH-enabled by logging into each device and entering the commands for the following kinds of devices:

For Catalyst Switches Running CatOS

For Cisco IOS Routers

For Catalyst Switches Running CatOS

To enable SSH on Catalyst switches do the following:


Step 1 Generate an RSA key, by entering:

sec-cat6000> (enable) set crypto key rsa 1024

A message similar to the following is displayed:

Generating RSA keys..... [OK]

Step 2 Verify the RSA key, by entering:

sec-cat6000> (enable) ssh_key_process: host/server key size: 1024/768

Step 3 Display the RSA key, by entering:

sec-cat6000> (enable) show crypto key

A message similar to the following is displayed:

RSA keys were generated at: Mon Jul 23 2001, 15:03:30 1024 65537 
1514414695360
5773328536717047857098506066347687468697169639403524406206785753387015
50888525
6996914783305378400669569876102078109594986481799653300180108447858634
72773067
6971852564183862430018810088305612411373816928200786743760582755731334
48529332
1996682019301329470978268059063378215479385405498193061651

Step 4 Specify the host or subnets which are allowed to use SSH to communicate with the switch.

For example, to specify that the IP addresses 172.18.124.0 and 255.255.255.0 be allowed to use SSH, enter:

sec-cat6000> set ip permit 172.18.124.0 255.255.255.0


Note If you do not perform this step, the switch will display the following error:
WARNING!! IP permit list has no entries!



A message similar to the following is displayed:
172.18.124.0 with mask 255.255.255.0 added to IP permit list.

Step 5 To enable SSH, enter:

sec-cat6000> (enable) set ip permit enable ssh

A message similar to the following is displayed:

SSH permit list enabled.

Step 6 Verify the SSH permit list, by entering:

sec-cat6000> (enable) sho ip permit

A message similar to the following is displayed:

Telnet permit list disabled.
Ssh permit list enabled.
Snmp permit list disabled.
Permit List Mask Access-Type
---------------- ---------------- -------------
172.18.124.0 255.255.255.0 telnet ssh snmp

Denied IP Address Last Accessed Time Type
----------------- ------------------ ------


For Cisco IOS Routers

To enable SSH on Cisco IOS Routers do the following:

For example, if you want router1 to act as an SSH client to the another router, you can add SSH to a second router, say router2. The routers will then be in a client-server arrangement, with router1 acting as the server and router2 acting as the client. The IOS SSH client configuration on router2 is the same as required for the SSH server configuration on router1.


Step 1 Configure the hostname for router1, by entering:

hostname router1

A message similar to the following is displayed:

username username password 0 password

Step 2 Configure the DNS domain on router1, by entering:

ip domain-name domain-name

Step 3 Generate the SSH key to be used, by entering:

cry key generate rsa

A message similar to the following is displayed:

ip ssh time-out 60
ip ssh authentication-retries 2

Step 4 Enable SSH transport support for vtys:


Note By default vtys transport is through Telnet. In this case, Telnet has been disabled and only SSH is supported.


line vty 0 4
transport input SSH


Configure Devices for Syslog Analysis

Configure your devices for Syslog Analysis if you want the device configurations to be gathered and stored automatically in the configuration archive when syslog messages are received. For more information, see the "Setting Up Syslog Analysis" section or refer to the online help.

Modifying Device Security

To archive device configurations, Configuration Management must be able to run certain commands on the devices. You must disable the security on the devices that prevents Configuration Management from running the commands in Table 2-4.

Table 2-4 Required Configuration Management Commands  

Command Type
Command
Description

Catalyst commands

set len 0

Turns paging off for the Telnet session

write term

Gets the running configuration

FastSwitch command

show run

Gets the running configuration

IOS commands

term len 0

Turns paging off for the Telnet session

show run

Gets the running configuration

show config

Gets the startup configuration


Setting Up NetConfig

The NetConfig function provides wizard-based templates to simplify and reduce the time it takes to roll out global changes to network devices. These templates can be used to execute one or more configuration commands on multiple devices at the same time.

For example, if you want to change passwords on a regular basis to increase security on devices, you can use the appropriate password template to update passwords on all devices at once. A copy of all updated configurations will be stored in the configuration archive.

This section describes how to set up NetConfig. This involves:

Verifying Device Configurations

Verifying Device Credentials (Attributes)

Modifying Device Security

Verify Device Prompts

Configuration Job Setup

Verifying Device Configurations

NetConfig can configure only devices that have archived configurations. Use the Archive Status report to:

Verify that the devices you want to configure have an archived configuration.

Troubleshoot the devices that do not have an archived configuration.

To verify configuration archive status:


Step 1 Select Resource Manager Essentials > Administration > Configuration Management > Archive Status. The Configuration Archive Status Summary dialog box appears.

Step 2 Click Update at the bottom of the dialog box to update the archive status.

Step 3 Click on a device status to view details.

Click Successful to display information on archived configurations. Click Close to close the window and return to the Configuration Archive Status Summary dialog box.

Click Failed to display information on configurations that could not be obtained. To update the archive for failed devices:

a. Click on one or more device names or click Select All.

b. Click Update Archive.

The Running Configuration Status report appears.

c. Click Update Status to refresh the device status in the archive.

d. Click Close to return to the Configuration Archive Status Summary dialog box.

Click Not Supported to display the devices not supported by the configuration archive. Click Close to return to the Configuration Archive Status Summary dialog box.

Click Partial Failure to display the Catalyst 5000 family devices whose submodules were not pulled into the archive. Click Close to return to the Configuration Archive Status Summary dialog box.


Verifying Device Credentials (Attributes)

Make sure every device you want to configure using NetConfig has correct device credentials in the Inventory application. NetConfig must have access to the correct credentials to make device configuration changes.

To verify device credentials, select Resource Manager Essentials > Administration > Inventory > Check Device Attributes. If any devices that you want to configure with NetConfig have incorrect credentials, see the "Changing Device Attributes (Credentials and Serial Numbers)" section or the online help.

Modifying Device Security

In addition to running the configuration commands that you assign to each job, NetConfig must run certain commands on devices to configure them. You must disable the security on these devices that prevents NetConfig from running the commands in Table 2-5.

Table 2-5 Required NetConfig Commands 

Command Type
Command
Description
IOS Commands

term len 0

Turns paging off for Telnet session

write term

Gets running configuration

show config

Gets startup configuration

write mem

Writes running configuration to startup configuration

config t

Enters config mode

exit

Exits config mode

Catalyst Commands

set len 0

Turns paging off for Telnet session

write term

Gets running configuration

FastSwitch Commands

show run

Gets running configuration

Content Service Switch Commands

no terminal more

Disables support for more functions with the terminal.

show running-config

Gets all components of the running configuration.

show startup-config

Gets the CSS startup configuration (startup-config).

Content Engine Commands

term len 0

Turns paging off for Telnet session.

show run

Gets running configuration.

show config

Gets startup configuration.


NetConfig requires particular CLI prompt formats:

If the telnet transport mechanism is used, the following prompts are applicable.

For IOS-based devices, FastSwitch devices, Content Engine devices, and Content Service Switch devices:

The login prompt must end with a greater-than symbol (>).

The enable prompt must end with a pound sign (#).

For Catalyst devices:

The login prompt must end with a greater-than symbol (>).

The enable prompt must end with the text (enable).

If the secure shell (SSH) transport mechanism is used, the following prompts are applicable. There is no support for FastSwitch devices in the SSH transport mechanism.

For IOS-based devices, Content Engine devices, and Content Service Switch devices:

The login prompt may end with any one of the following: (>), (#), (:), (%).

The login prompt may end with any one of the following: (>), (#), (:), enable prompt must end with a pound sign (#).

For Catalyst devices:

The login prompt may end with any one of the following: (>), (#), (:), (%).

The enable prompt must end with the text (enable).

Default prompts use this formatting. If you have changed your defaults, verify that the prompts meet these requirements, and change them if they do not.

Configuration Job Setup

Configuration Job Setup window allows you to set up these:

Transport Protocol Order for NetConfig, NetShow and Config Editor Jobs

Password Policy for NetConfig, NetShow and Config Editor Jobs

Transport Protocol Order for NetConfig, NetShow and Config Editor Jobs

You can set the protocol order for NetConfig, Config Editor and NetShow jobs to download configurations and for NetConfig and Config Editor to fetch configurations. This setup provides the flexibility of using your preferred protocol order for fetching and downloading the configuration.


Step 1 Select Resource Manager Essentials > Administration > Configuration Management > Configuration Job Setup.

The Configuration Job Setup dialog box appears.

Step 2 Click the Transport tab.

Step 3 Click on the protocol to reorder, then click Up or Down to change its position in the list.

Step 4 Click Apply.

A confirmation message appears.

Step 5 Click OK.

For more information, refer to the Configuration Job Setup online help.


Password Policy for NetConfig, NetShow and Config Editor Jobs

You have the option of entering your user name and password for job execution. If you enter your username and password, Essentials ignores the username and password in the database and uses the newly entered username and password, instead. If you do not enter your username and password, Essentials uses the user name and password in its database.

This option of entering the username and password for job execution is helpful in high security installations where device passwords are changed at frequent intervals. For example, the passwords may be changed every 60-90 seconds.


Step 1 Select Resource Manager Essentials > Administration > Configuration Management > Configuration Job Setup.

The Configuration Job Setup dialog box appears.

Step 2 Click the Password Policy tab.

Step 3 Select a combination of policies to set the job password policy.

Step 4 Click Apply.

A confirmation message appears.

Step 5 Click OK.

For more information, see the Configuration Job Setup online help.