Chapter 18
UCS Director Service Catalogs

THE FOLLOWING UNDERSTANDING Cisco Cloud Administration CLDADM (210-455) exam objectives are covered in this chapter:

✓ 3.0 Cloud Provisioning

✓ 3.1 Describe predefined Cisco UCS Directorbased services within the Cisco Prime Service Catalog

  • 3.1.a Describe the configuration of service names and icons
  • 3.1.b Describe order permissions
    • 3.1.b (i) RBAC

Cloud Provisioning with Service Catalogs

This chapter and the next focus on cloud provisioning and the service catalogs that are used with UCS Director and Prime Service Catalog. End users and customers use service catalogs to order services and workflows. Services can be as simple as bare-metal servers or more advanced such as three-tier applications and templates. The service catalogs from UCS Director are the foundation for supporting the end-user portal via Prime Service Catalog. The look and feel of the end-user portal created in Prime Service Catalog helps you provide a professional portal experience for your users. (Note that UCS Director does include a simplified end-user portal in case your organization has not yet deployed Prime Service Catalog or you do not need the more advanced features and offerings it provides.)

In this chapter, I’ll discuss the UCS Director catalogs and types. I’ll also cover the end-user portal that UCS Director provides.

In the next chapter, I’ll go into detail about Prime Service Catalog.

UCS Director Catalogs

Several different types of service catalogs can be used within UCS Director, and each team in an enterprise may use different ones. For example, the server engineering team needs will vary from the storage team’s needs. These are predefined catalogs that can self-provision virtual servers or bare-metal machines.

The following catalog types are available by default:

    • Standard
    • Advanced
    • Service container
    • Bare metal
    • VDI

Your standard catalog offerings may differ based on the UCS Director software releases. In the following sections, we’ll cover the most recent versions here and how they relate to managing catalogs for your end users.

Standard Catalog

The standard catalog is the basic offering for end-user virtual machine ordering. Most of the projects that run in today’s data centers include virtual machines. Your end users will likely be using this type of catalog the most. The standard catalog provides an easy-to-use front end to order machines for your end users. It can be customized based on templates and policies you configure as well, such as who can see certain catalogs.

You can create new standard catalogs from the UCS Director GUI by selecting Policies ➢ Catalogs. When you create a standard catalog, you’ll choose the source image or the ISO for the VM to be built. UCS Director supports many different types of private clouds and VMs within the standard offering.

As of this writing, the standard catalog supports the following hypervisors:

  • VMware vSphere
  • Microsoft SCVMM for Hyper-V
  • Red Hat KVM

UCS Director supports all of the operating systems compatible with the preceding list. Different templates are used for each vendor, and they are not interchangeable without conversion. I’ll walk you through how to add a standard catalog and explain the relevance of each item and how it relates to the overall service catalog.

To get started, select Policies ➢ Catalogs in the GUI. Then follow these steps:

  1. Choose the Catalog tab and click Add (+).
  2. On this screen, you choose the type of catalog to create. Here, choose Standard and hit Submit.
  3. You’ll see the Add Catalog dialog with several options to fill in, as shown in Figure 18.1.
Image described by caption and surrounding text.

Figure 18.1 Cisco UCS Director: Add Catalog dialog

These are the fields you’ll see:

  • Catalog Name: Here you can give the catalog a name that your end users will see. Choose wisely; once you pick the name, you can’t modify it. You’ll have to make a new catalog to change the name.
  • Catalog Description: This is a description for your catalog.
  • Catalog Type: Notice that this option is grayed out; you already picked this option when you selected Standard.
  • Catalog Icon: You can choose from a list of predefined icons to associate with the catalog item. This is what users will see when they go to click a catalog icon.
  • Support Contact Email Address: This is the e-mail address of support contacts.
  • Selected Groups: Use the Select button to select groups from the Select Items dialog box. The selected groups can use the catalog to provision new VMs.
  • Publish To End Users: This is selected by default. If for some reason you don’t want your end users to view this catalog, you can deselect this box. Then no one but the administrator can see this item for ordering.
  • Cloud Name: Choose the cloud with the image for VM provisioning.
  • Image: Choose the image type such as Windows, Linux, or any other templates your setup uses.
  • Windows License Pool: This option only appears for Windows images for dealing with license pools and Windows activations and is not shown in the figure.
  1. Click Next; you’ll arrive at the Application Details pane, as shown in Figure 18.2.

  • On the Application Details pane, you will see these options:

  • Category: Figure 18.3 shows an example of the dialog that appears when you click Select. This is where you can apply different VDC policies to VMs within the same VDC. If this option isn’t used, UCS Director will assume that the VM is generic.
  • Override: Select this box if you desire the end user to override the selected category while provisioning the VM.
  • Specify OS/Specify Other OS: This is for setting the type of OS installed on the VM when it is provisioned.
  • Specify Applications/Specify Other Applications: This displays a checkbox of specific applications from the catalog that can be installed during provisioning, such as Apache, MySQL, or others.
  • Application Code: This is for a code used in the VM name. An example might be W2K8 for Windows Server 2008. You can then use this name in templates and policies.
  1. Click Next to go to the User Credentials pane, as shown in Figure 18.4.

  • There are only three options here: Do Not Share, Share After Password Reset, and Share Template Credentials. Choose one of the latter two if you don’t have another service to authenticate the users, such as LDAP. If you already have a service to authenticate users, you could choose the Do Not Share option because their accounts could already be set up to log in. When shared, the password will be available through a VM action called Access VM Credentials in the USCD portal.

  1. Click Next to go to the Customization pane, as shown in Figure 18.5.
  • Automatic Guest Customization: This lets UCS Director use the customization features of the hypervisor to configure DNS, network, and guest OS properties. If you don’t select this, customization will have to be configured later.
  • Post Provisioning Custom Actions: Select this box, and new workflows show up that you can choose after the VM is provisioned. This allows you to run certain tasks after the VM is built. The workflow drop-down list appears only if you select this option.
  • Virtual Storage Catalog: Select the Enable box to select storage entries from the virtual storage catalog.
  • Cost Computation: This area offers a quick way to apply some lease options and charge options to VMs. This is an easy option to choose if you haven’t used the more robust chargeback features covered in Chapter 16. The chargeback features previously covered offer far more control than this Lease option, but you can use either.
  • VM Life Cycle Configuration: These options allow you to define a lease time or prevent users from editing lease times or provisioning VMs later.
  • Click Next to go to the final VM Access pane, as shown in Figure 18.6.
Image described by caption and surrounding text.

Figure 18.2 Add Catalog dialog: Application Details pane

Window shows add catalog with tabs for basic information, application details, and user credentials, and window shows dialog box of select where table shows columns for category ID, category lab, category Cod, category Sta, default categ, smart allocat, and description.

Figure 18.3 Add Catalog dialog: Application Details pane, Category option

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Figure 18.4 Add Catalog dialog: User Credentials pane

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Figure 18.5 Add Catalog dialog: Customization pane

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Figure 18.6 Add Catalog dialog: VM Access pane

The options here let you choose what type of access UCS Director can provide to users for newly created VMs. You can use Web Access, Remote Desktop, or the VM Remote Console service provided by vSphere.

The final page after clicking Next shows you a summary of all the options chosen. Here you can go back and edit them or click Submit to build your standard catalog.

Advanced Catalog

The advanced catalog is a bit of a misnomer in the way it’s named. You would think that it simply adds on to the standard catalog with advanced features. In reality, the advanced catalog is easier to deploy than the standard catalog. A standard catalog is used to create a new VM with a limited set of options. There are post-creation jobs that can be run under application details, but the options end there. What if you wanted to do something outside the bounds of just a VM turn up? You could use the built-in integration with ACI, for example, to turn up VMs, add them to an endpoint group, and edit firewall rules all within an orderable catalog item. The possibilities are endless, especially when creating your own custom workflows.

Let’s look at the front end of the advanced catalog, as shown in Figure 18.7.

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Figure 18.7 Cisco UCS Director: advanced catalog

We won’t go through all the fields here because they’re similar to the previous fields for standard catalogs. However, notice that there are very few options. There are only three panes in this dialog, and one of them is for the summary. This is because you’ve already built the workflow or are using a predefined one. Clicking Next on the Basic Information pane brings you to the next page where you can choose your workflow by clicking Select, as shown in Figure 18.8. UCS Director includes many predefined workflows for you to get started. Yours may be different than shown here depending on the version of UCS Director that you have. You can also create your own workflow, as discussed.

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Figure 18.8 Advanced catalog creation: clicking Select on the vApp Workflow pane

You can see the power of advanced workflows by creating orderable items for your end users that follow a detailed list of orchestration instructions. The standard catalog can spin up VMs, but the advanced catalog can do almost anything you’ve programmed the workflows and orchestration to do. Figure 18.9 shows the final summary screen.

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Figure 18.9 Advanced catalog creation: Summary pane

Service Container Catalog

The service container catalog deals with the three-tiered container Cisco Virtual Application Cloud Segmentation (VACS) that we’ve discussed in previous chapters. The service container catalog allows you to combine physical and virtual offerings.

Select Policies ➢ Catalog again in the GUI, and you’ll see the Add Catalog dialog for a service container catalog, as shown in Figure 18.10. The example here is the typical grouping of web, application, and database servers.

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Figure 18.10 Cisco UCS Director: service container

Here we’ve chosen a basic three-tier template called CCNA_Cloud. This spins up simple web, database, and application server containers. These templates can be configured by selecting Policies ➢ Application Containers in the GUI, and you can read more about them in Chapter 15. These containers have security and load balancing policies and can be managed as a single resource. Using this catalog lets your end users order custom containers that you’ve defined as templates. The customizations are entirely up to you.

Bare-Metal Catalog

The exam doesn’t go into detail on the bare-metal catalog, but it’s good to have an understanding of the differences. As you would suspect by the name, the bare-metal catalog is for provisioning a bare-metal UCS server. To create a bare-metal workflow, you are required to perform the following set of tasks:

  • Create the bare-metal provisioning wrapper.
  • Select a UCS server.
  • Create a UCS server profile from a template.
  • Associate the UCS service profile.
  • Set up a PXE boot with BMA selection.
  • Power on the UCS server.
  • Monitor the PXE boot.
  • Modify the UCS service profile boot policy.
  • Power on the UCS server.
  • Assign the UCS server to group.

VDI Catalog

Previous versions of UCS Director also had a Virtual Desktop Infrastructure (VDI) catalog. Depending on the version you’re using, yours may not. You can use the VDI catalog to deploy virtual desktop environments managed via Citrix. It is not within the scope of the exam, so it is not covered here.

UCS Director End-User Portal

We’ve been discussing the catalogs in UCS Director and items for orchestration and automation, but where do you go after you’ve set them up?In the case of UCS Director, you can use the built-in end-user portal to quickly fulfill those needs. To use the portal, you need to be a user configured with an access level of Service End-User. Based on the administration setup, you can perform one or more of the following tasks:

  • Provision virtual machines, application-specific infrastructure, and bare-metal servers.
  • Manage, create, and review service requests.
  • Upload and deploy OVF templates.
  • Create reports to monitor your virtual and physical assets.
  • Approve service requests to provision infrastructure.

The landing page opens when you log in to the portal, as shown in Figure 18.11. Recent UCS Director upgrades have a classic view and a newer view. I’ll focus on the classic view since that is what is covered on the exam.

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Figure 18.11 Cisco UCS Director: end-user portal

You’ll see the following buttons when the landing page appears:

  • Dashboard: If enabled, this can add one or more summary reports to your landing page. It is not enabled by default, and you’ll have to create reports to add to the landing page.
  • Catalogs: Here you can provision infrastructure using the catalogs discussed previously in this chapter.
  • Services: With this button you can create service requests to provision VMs, services, and applications.
  • Approvals: This is where the end user can go to manage pending, approved, and rejected service requests.
  • Organization: Clicking this button provides a summary of resources, their limits, and OS usage for a group of users or a single user.
  • Virtual Resources: Clicking this button provides a summary of virtual resources and reports.
  • Physical Resources: Clicking this button provides a summary of physical resources and reports.
  • Accounting: Clicking this button lists chargeback reports and gives more detailed accounting reports.
  • CloudSense: Clicking this button gives you access to the CloudSense reports.

Most users will start by clicking Catalogs and submitting service requests. Clicking Catalogs takes you to a page where the requests are presented with all the orderable workflows and catalogs, as shown in Figure 18.12.

Window shows Cisco UCS director for CCNA cloud with tabs for dashboard, catalogs (selected), services, approvals, organization, virtual resources, physical resources, accounting, and CloudSenseTM, and two icons labeled standard and demo workflows.

Figure 18.12 End-user portal: Catalogs page

Depending on what you have configured, this screen might be jam-packed full of catalogs that you created in the previous chapter. In this example, there is only a workflow and the standard catalog. Clicking the standard catalog leads you to the VMs that can be spun up, as shown in Figure 18.13.

Window shows Cisco UCS director for CCNA cloud with tabs for dashboard, catalogs (selected), services, approvals, organization, virtual resources, physical resources, accounting, and CloudSenseTM, and four icons labeled Win10Ent VMware, WinServer2016Ent VMware, et cetera.

Figure 18.13 End-user portal: catalog selection page

The exam doesn’t go much further into detail about the UCS Director end-user portal, but you need to understand what it is and how it compares with Prime Service Catalog. The UCS Director end-user portal is something that can be used when you don’t have Prime Service Catalog installed or you simply need something quick.

If you’re really looking for a more polished look, Prime Service Catalog will offer that. In the next chapter, we’ll cover the templates, workflows, and catalog integration differences between the two.

Summary

In this chapter, we discussed UCS Director catalogs. We covered the four different types of catalogs and the differences between them. We then showed examples of how some of them could be used for end users and your organization.

We rounded out the chapter by briefly showing the UCS Director end-user portal. This needs to be understood in order to contrast it to Prime Service Catalog, which we’ll cover in the next chapter.

Exam Essentials

Understand what UCS Director catalogs do. Know the difference between the types of catalogs and what they offer. Be able to explain the difference between standard and advanced. Remember that advanced deals with workflows and offers a lot of customization. Standard catalogs revolve around turning up VMs. Know that the service container catalog can turn up three-tier application container services.

Understand what the UCS Director end-user portal can do. Know the benefits of the UCS Director end-user portal. The portal is meant to be used as a quick catalog for end users in the absence of Prime Service Catalog, which is a more polished solution.

Written Lab

The following questions are designed to test your understanding of this chapter’s material. You can find the answers to the questions in Appendix B. For more information on how to obtain additional questions, please see this book’s Introduction.

  1. What are the four types of catalogs offered by default by UCS Director?

    1. _______
    2. _______
    3. _______
    4. _______
  2. The ______ catalog is used for basic KVM needs.

  3. The ______ catalog is used in conjunction with custom workflows and predefined workflows.

  4. The UCS end-user portal is not meant to be the final solution for end-user catalog needs. True/False?

  5. The ______ ______ catalog is used to provision physical systems.

  6. If you were using a three-tiered container template, the ______ ______ ______ is used in UCS Director for user ordering.

  7. The advanced catalog has more options than the standard catalog. True/False?

  8. The landing page is a page for which part of UCS Director?

  9. What feature can be used for UCS Director to autoconfigure DNS and network settings, among other options, for a VM?

  10. What features use a pool to deal with OS licenses for Microsoft?

Review Questions

The following questions are designed to test your understanding of this chapter’s material. You can find the answers to the questions in Appendix A. For more information on how to obtain additional questions, please see this book’s Introduction.

  1. When you use the end-user portal of UCS Director, what page do you start on?

    1. Default
    2. Administration
    3. Landing page
    4. Intro page
  2. Which hypervisors are supported by UCS Director? (Choose all that apply.)

    1. Xen
    2. KVM
    3. Hyper-V
    4. VMware
  3. The service container catalog deals with what container template?

    1. VACS
    2. VMware
    3. ACL list
    4. Hypervisor policy
  4. What integrates with UCS Director to build a more polished end-user experience?

    1. vCenter
    2. Prime Service Catalog
    3. HTML Director
    4. Charge Reports
  5. Which step is a requirement for the bare-metal workflow?

    1. Develop a server
    2. Power on the UCS server
    3. Start the application
    4. Set up Hyper-V
  6. Which catalog uses custom and predefined workflows?

    1. Infrastructure reports
    2. Bare metal
    3. Standard
    4. Advanced
  7. New catalogs can be created under what section of UCS Director?

    1. Security
    2. Policies
    3. Map Reports
    4. Settings
  8. What can post-provisioning custom actions be used for?

    1. Budget reconciliation
    2. Running custom workflows before the VM is built
    3. Running custom workflows after the VM is built
    4. None of the above
  9. Which feature offers stripped-down options for chargeback?

    1. Lease options
    2. Rental time
    3. Billing module
    4. Rent agreement
  10. What feature of UCS Director is meant to be used with a service catalog if you don’t have Prime Service Catalog?

    1. Top 5 reports
    2. Dashboard
    3. Integrated testing
    4. End-user portal
  11. Which catalog is meant just to quickly deal with VMs and their ordering?

    1. Standard
    2. Bare metal
    3. Variable
    4. Advanced
  12. Where could a customer upload and deploy OVFs?

    1. VM network details
    2. Layer 2 portal
    3. End-user portal
    4. Billing area
  13. Which catalog could be used to create orderable Cisco ACI functions such as VMs and firewall policies to the fabric?

    1. Fixed page
    2. Advanced catalog
    3. Bare-metal catalog
    4. Power user area
  14. What code can be used to name VMs for reuse in templates and policies?

    1. Application code
    2. VM code
    3. Service code
    4. Multi-Domain Manager
  15. What catalog offers the combination of multiple virtual and physical resources combined?

    1. Service container catalog
    2. Bare-metal catalog
    3. Standard catalog
    4. Server catalog
  16. What option controls whether end users see your catalog?

    1. Chargeback Reports
    2. Publish To End Users
    3. CloudSense Reports
    4. Infrastructure Publishing
  17. The bare-metal catalog can be used only for which of the following?

    1. Physical servers
    2. Virtual and physical servers
    3. Virtual servers
    4. KVM servers
  18. Which type of user credential options in the standard catalog is a valid password-sharing choice?

    1. Share Via Portal
    2. Share After Password Reset
    3. Share Before Power On
    4. None of the above
  19. What feature relates to the image users see when they order items?

    1. Catalog icon
    2. Custom image
    3. User icon
    4. Basic reports
  20. Where can you manage, create, and review service requests?

    1. CloudSense
    2. Infrastructure portal
    3. End-user portal
    4. Chargeback portal
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