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VMware vRealize Orchestrator Cookbook Second Edition
VMware vRealize Orchestrator Cookbook Second Edition
Credits
About the Author
About the Reviewers
www.PacktPub.com
Why subscribe?
Preface
Changes in this edition
A short history of Orchestrator
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
Downloading the color images of this book
Errata
Piracy
Questions
1. Installing and Configuring Orchestrator
Introduction
Licensing
vRealize Orchestrator 7 changes
Orchestrator appliance basics
Orchestrator and vRealize Automation (vRA)
Deploying the Orchestrator appliance
Getting ready
How to do it...
Download
Deploy
Log in to the Orchestrator Client
Log into Control Center
How it works...
There's more...
See also
Important Orchestrator settings
Getting ready
How to do it...
Starting, stopping, and restarting the Orchestrator service
Licensing
Package Signing Certificate
Trusted SSL certificates
Force plugins reinstall
How it works...
See also
Configuring an external database
Getting ready
How to do it...
How it works...
Sizing
Database roles
Exporting and importing a database
Purging the Database
There's more...
Microsoft SQL
Oracle
Internal PostgreSQL
See also
Configuring external authentication
Getting ready
How to do it...
vSphere (PSC) and vRealize Automation (vRA)
SSO (legacy)
LDAP
How it works...
vRealize Automation and vSphere Authentication
Test login
Internal LDAP
There's more...
See also
Connecting to vCenter
Getting ready
How to do it...
Well, there is that...
How it works...
Access, rights, and logging
Technical user
vRA, Orchestrator, and vCenter
See also
Installing plugins
Getting ready
How to do it...
How it works...
Plugin log level
Updating plugins
Disabling and uninstalling plugins
See also
Updating Orchestrator
Getting ready
How to do it...
Using an ISO file
Using the VMware repository
Applying the update
How it works...
There's more...
See also
Moving from Windows to appliance
Getting ready
How to do it...
Migration tool
External database
Package transfer
How it works...
There's more...
Orchestrator Client and 4K display scaling
Getting ready
How to do it...
How it works...
There's more...
2. Optimizing Orchestrator Configuration
Introduction
Tuning the appliance
Getting ready
How to do it...
Virtual Hardware
Changing the IP and hostname
Setting the time (NTP)
Turning SSH access to Orchestrator on and off
Switching off unneeded services
Root account expires
How it works...
See also
Tuning Java
Getting ready
How to do it...
How it works...
JVM metrics in Control Center
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...
See also
Configuring the Orchestrator service SSL certificate
Getting ready
How to do it...
Self-signed certificates
Using VMCA generated certificates
CA-signed certificate
How it works...
Default, self-signed, or CA-signed?
VMCA
PEM encoded files
There's more...
Getting the SSL store password
Backing up the default certificates
Creating certificates and requests
Generating certificates with alternative names (SAN certificate)
Signing and importing certificates
See also
Orchestrator log files
Getting ready
How to do it...
Server log in Control Center
Configuring the server log with the Control Center
Accessing the log files via SSH
Changing log file behavior
How it works...
See also
Redirecting Orchestrator logs to an external server
Getting ready
vRealize Log Insight
How to do it...
Syslog with Log4J
Log Insight Agent
How it works...
Configuring the Orchestrator Log Insight Agent to forward to Syslog
There's more...
See also
Backup and recovery
Getting ready
How to do it...
Backing up Orchestrator configuration
Backing up an internal database
Restore
How it works...
External database
There's more...
Cron job
vRO policy
vRO Control Center API
See also
Control Center titbits
Getting ready
How to do it...
Inspecting workflows
System properties
Changing the Control Center user name
File System Browser
How it works...
Control Center API
System properties
There's more...
See also
3. Distributed Design
Introduction
Cluster design
Distributed design
Geographically Distributed
Logically Distributed
Scaling out
Central management
Building an Orchestrator cluster
Getting ready
How to do it...
Preparation work
Configuring the first node of the cluster
Configure cluster settings
Join a node to the cluster
Configuring an Orchestrator cluster in vSphere
Playing with the cluster
Push configuration
How it works...
SSL Certificates in vRO7.1.0
Cluster and Orchestrator Client
Changing cluster content
Changing cluster settings
Removing a node from the cluster
There's more...
Logs
Another method of load-balancing
Example workflow - cluster test
See also
Load-balancing Orchestrator
Getting ready
How to do it...
Creating a new NSX Edge
Configuring the load-balancer
Dealing with SSL certificates
Monitors - health checks
Configure pools
Virtual server
Done
How it works...
SSL certificates and load-balancing
SSL passthrough
SSL SAN (SSL passthrough)
SSL offload
Load-balanced Orchestrator cluster with vSphere Web Client
See also
Upgrading a cluster
Getting ready
How to do it...
Minor upgrades
Major upgrades
How it works...
See also
Managing remote Orchestrators
Getting ready
How to do it...
Adding an Orchestrator server
Creating proxy workflows
Managing packets on the remote Orchestrator
How it works...
See also
Synchronizing Orchestrator elements between Orchestrator servers
Getting ready
How to do it...
How it works...
See also
4. Programming Skills
Introduction
The Orchestrator icons
Gotcha
Auto-setup of parameters
Version control
Getting ready
How to do it...
Showing differences between versions
Reverting to an older version
How it works...
See also
Changing elements in a workflow
Getting ready
How to do it...
Changing the parameters of workflows and actions
Renaming and moving actions
Finding related elements
How it works...
See also
Importing and exporting Orchestrator elements
Getting ready
How to do it...
Exporting an object
Importing an element
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
Import from remote
How it works...
Export and import options
There's more...
See also
Workflow auto documentation
Getting ready
How to do it...
How it works...
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
Undelete workflows and actions
Getting ready
How to do it...
How it works...
Scheduling workflows
Getting ready
How to do it...
How it works...
There's more...
See also
Sync presentation settings
Getting ready
How to do it...
How it works...
Locking elements
Getting ready
How to do it...
Locking workflows
Unlocking workflows
How it works...
See also
5. Visual Programming
Introduction
Variables (general, inputs, and outputs)
Variables in the general section
Variables in the input section
Variables in the output section
Variable types
Working with a schema
Presentation
Scripting with logs
Getting ready
How to do it...
Creating logs
Checking log files
How it works...
Log file location
Altering log elements
See also
Scripting with decisions
Getting ready
How to do it...
Basic decision
Custom decisions
Decision activity
The Switch element
How it works...
JavaScript - if and else
JavaScript - Switch
See also
Error handling in workflows
Getting ready
How to do it...
Default error handler
How it works...
Ignoring errors
The handle error element
See also
Scripting with loops
Getting ready
How to do it...
The decision loop
The Foreach loop
How it works...
Types of decision loops
Foreach and arrays
JavaScript
There's more...
See also
Workflow presentations
Getting ready
How to do it...
Preparation
Description
In-parameter properties
Steps and groups
Hiding input values
Basic linking
How it works...
General properties
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
Linking actions in presentations
Getting ready
How to do it...
How it works...
See also
Changing credentials during runtime
Getting ready
How to do it...
How it works...
See also
6. Advanced Programming
Introduction
Cool stuff in the scripting tasks
A - show all objects
B - find stuff
C - line and character
JavaScript (the very basics)
JavaScript tricks and tips
Is a string part of another string? (indexOf)
Case sensitivity (toUpperCase)
Getting rid of extra space (trim)
String replacement with regular expressions (replace)
Check a variable for type (instanceof)
Working with dates
Add minutes to a date
JavaScript complex variables
Getting ready
How to do it...
Arrays
Properties
Objects
How it works...
Array methods
Properties within properties
Array of properties
See also
Working with JSON
Getting ready
How to do it...
Parsing JSON REST returns
Creating a JSON object
Change JSON object
How it works...
See also
JavaScript special statements
Getting ready
How to do it...
The try, catch, and finally statement
The function statement
How it works...
See also
Turning strings into objects
Getting ready
How to do it...
How it works...
There's more...
See also
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
Creating actions
Getting ready
How to do it...
Creating a new action
Implementing an action into a workflow
How it works...
See also
Waiting tasks
Getting ready
How to do it...
Creating a help task
Using the Sleep task
Waiting for a date
How it works...
There's more...
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...
External events
See also
Using asynchronous workflows
Getting ready
How to do it...
The first example
The second example
How it works...
See also
Scripting with workflow tokens
Getting ready
How to do it...
How it works...
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
7. Interacting with Orchestrator
Introduction
User management
Getting ready
How to do it...
Giving non-administrative users access to Orchestrator
Configuring access to Orchestrator elements
How it works...
Same user - two groups
Edit user rights
Right inheritance
Rights for sub-elements
Visibility
Access right
There's more...
The login format
Typical error messages
Disabling non-administrative access to Orchestrator
User preferences
Getting ready
How to do it...
How it works...
General
Workflow
Inventory
Script editor
Using Orchestrator though the vSphere Web Client
Getting ready
How to do it...
Configure workflows for the vSphere Web Client
Run workflows
Writing workflows for web integration
Passing information along
How it works...
Orchestrator presentation properties in vSphere Web Client
There's more...
See also
Accessing Orchestrator REST API
Getting ready
How to do it...
Accessing the API documentation and enable "play mode"
Try it out!
Interactive REST request
How it works...
There's more...
See also
Accessing the Control Center via the REST plugin
Getting ready
How to do it…
Explore the Control Center API
Adding start and stop calls
Usage
How it works...
See also
Running Orchestrator workflows using PowerShell
Getting ready
How to do it...
Run a workflow
Run a script with input
Getting the output of a workflow
How it works...
Variables
JSON return
There's more...
See also
Using PHP to access the REST API
Getting ready
How to do it...
How it works...
There's more...
See also
8. Better Workflows and Optimized Working
Introduction
Working with resources
Getting ready
How to do it...
Adding resources manually
Using resources in workflows
Creating a new resource element
Create a resource by uploading a file
Updating a resource
How it works...
There's more...
Accessing resources directly
Deleting a resource
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 Orchestrator tags
Getting ready
How to do it...
Tagging an element (manual)
Tagging a workflow (workflow)
Viewing all tags in a workflow
Finding workflows by tag
How it works...
There's more...
See also
Using the Locking System
Getting ready
How to do it...
Create a lock
Check for lock
Unlock
How it works...
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
9. Essential Plugins
Introduction
Working with e-mail
Getting ready
How to do it...
Configuring the e-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
Shared directories
There's more...
CSV files
Doing things as root
See also
Working with SSH
Getting ready
How to do it...
Using SSH
Using SSL key authentication
Using SCP
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
Phrasing the return value
Using the Swagger spec URL
How it works...
Authentications
Working with the results of a REST request
Default content type
See also
10. Built-in Plugins
Introduction
Dealing with return values
Shared or Per User Session
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 (JDBC)
Getting ready
How to do it...
Creating a JDBC connection URL
Connecting to and disconnecting from a database using JDBC
Executing an SQL statement using JDBC
SQL queries using JDBC
How it works...
The difference between the prepare and create statements
Creating a new database in the appliance's PostgreSQL
See also
Working with SQL (SQL plugin)
Getting ready
How to do it...
Add an SQL DB to Orchestrator
Run SQL statement
Run an SQL query
How it works...
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
Invoking a SOAP request
Generating a new SOAP workflow
How it works...
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
11. Additional Plugins
Introduction
Installing plugins
Obtaining plugins
VMware core plugins
vRO/vCO Team
VMware Solution Exchange
NSX integration
Getting ready
How to do it...
Configuring an endpoint
Creating a new logical switch
How it works...
vRealize Automation integration
See also
Horizon integration
Getting ready
How to do it...
Basic setup
Examples
Access point configuration
How it works...
There's more...
Integration into vSphere Web Client
VRA integration
See also
vSphere Replication
Getting ready
How to do it...
Registering sites
Setting up a replication
Recovery
How it works...
There's more...
Using vCloud Air for recovery
Integration into vSphere Web Client
See also
SRM (Site Recovery Manager) integration
Getting ready
How to do it...
Preparation
Configuration
Working with the plugin
How it works...
There's more...
vSphere Web Client integration
vRealize Automation integration
See also
vROps (vRealize Operations Manager) integration
Getting ready
How to do it...
Deploy
Working with the plugin
How it works...
There's more...
12. Working with vSphere
Introduction
vSphere automation
The vCenter MoRef
The vim3WaitTaskEnd action
Other vCenter wait actions
Things to try...
vAPI
Linked Cloning
vSAN
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...
Creating an action
Creating the workflow
Making it work with presentation
How it works...
See also
Getting started with vAPI
Getting ready
How to do it...
Configuring vCenter endpoint and metadata
Exploring the content
How it works...
See also
Custom Attributes and Tags (vAPI)
Getting ready
How to do it...
Custom Attributes
vSphere Tags
The Notes field
How it works...
Custom Attributes
vAPI tagging
See also
Executing a program inside a VM
Getting ready
How to do it...
Creating a waiting workflow
Creating an installation workflow
An example run
How it works...
There's more...
See also
An approval process for VM provisioning
Getting ready
How to do it...
Using User interaction
Using e-mail
Using a web page
How it works...
13. Working with vRealize Automation
Introduction
How the integration of vRA and Orchestrator works
Installation
Read more...
Working with the vRA-integrated Orchestrator
Getting ready
How to do it...
Accessing the vRA-integrated Orchestrator Client
Starting the vRA-integrated Orchestrator Control Center
Tuning vRA
How it works...
Users
Database
Automating a vRA instance in Orchestrator
Getting ready
How to do it...
Preparation
Example
How it works...
Configuring an external Orchestrator in vRA
Getting ready
How to do it...
Building and configuring an external Orchestrator
Configuring a general default external Orchestrator
Configuring an external Orchestrator for each Tenant
Connecting the external Orchestrator
How it works...
Authentication
There's more...
Adding Orchestrator as an infrastructure endpoint
Getting ready
How to do it...
How it works...
There's more...
Adding an Orchestrator endpoint
Getting ready
How to do it...
How it works...
Integrating Orchestrator workflows as XaaS Blueprints
Getting ready
How to do it...
Activating the XaaS tab
Adding a XaaS Blueprint
Publishing and adding the workflow to the catalog
How it works...
Orchestrator presentation properties in vRA
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...
Using the Event Manager to start workflows
Getting ready
How to do it...
Create a workflow
Seting up the Blueprint
Subscribing to an event
Try it out
How it works...
There's more...
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