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Table of Contents

1. Clusters

Clusters provide high availability and load balancing for a group of hosts. The Clusters page under Compute  Infrastructure displays the clusters discovered in your enterprise environment.

Any filter applied will be in effect here.

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Use the Clusters Taskbar to manage the analysis and tagging of your clusters. These buttons manage multiple clusters at one time. To manage one cluster, click on that cluster in the main area of the screen.

1.1. Performing SmartState Analysis on Clusters

Analyze a cluster to gather historical data to compare with previous points in time.

  1. Navigate to Compute  Infrastructure  Clusters.

  2. Check the clusters to analyze.

  3. Click 1847 (Configuration), and then 1942 (Perform SmartState Analysis).

  4. Click OK.

The SmartState Analysis begins and returns the current data.

1.2. Comparing Clusters

ManageIQ provides features to compare properties of clusters.

  1. Navigate to Compute  Infrastructure  Clusters.

  2. Check the clusters to compare.

  3. Click 1847 (Configuration), and then 2148 (Compare Selected items). The comparison displays in a default expanded view and lists a limited set of properties.

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  4. To delete a cluster from the comparison, click 1861(Remove this Cluster from the Comparison).

  5. To go to a compressed view, click 2024 (Compressed View). To return to an expanded view, click 2023 (Expanded View).

  6. To change the base cluster that all other clusters compare to, click its label at the top of its column.

  7. To go to the cluster summary screen, click its virtual thumbnail or icon.

  8. There are three buttons in the taskbar to limit the type of views:

    • Click 2178 (All attributes) to see all attributes.

    • Click 2204 (Attributes with different values) to see only the attributes that are different across clusters.

    • Click 2148 (Attributes with the same values) to see only the attributes that are the same across clusters.

  9. To limit the mode of the view, there are two taskbar buttons.

    • Click 2022 (Details Mode) to see all details for an attribute.

    • Click 2025 (Exists Mode) to only see if an attribute exists compared to the base or not. This only applies to attributes that can have a Boolean property. For example, a user account exists or does not exist, or a piece of hardware that does or does not exist.

This creates a comparison between clusters. Export this data or create a report from your comparison for analysis using external tools.

1.2.1. Creating a Cluster Comparison Report

Create a quick report of to compare clusters in CSV, TXT, or PDF formats.

  1. Create the comparison to analyze.

  2. Click 2107 (Download).

  3. Click the output button for the type of report.

    • Click 2133 (Download comparison report in TXT format) for a text file.

    • Click 2133 (Download comparison report in CSV format) for a comma-separated file.

    • Click 2134 (Download comparison report in PDF format) for a PDF file.

1.3. Viewing a Cluster

You can click on a specific cluster to view its details. The screen provides you with a cluster taskbar, a cluster accordion, and a cluster summary.

Cluster Management Screen

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  1. Cluster Taskbar: Choose between Configuration, Policy and Monitoring options for the selected cluster

  2. Cluster Summary: See cluster summary such as Relationships, Totals for Hosts, Totals for VMs

  3. Cluster Summary Views: Choose between graphical or text view of the cluster summary

  4. Cluster Summary PDF: Generates cluster summary in PDF format

  5. Cluster Accordion: See details about Properties, Relationships, Storage Relationships for the selected cluster

1.4. Tagging Clusters

Use tags to categorize clusters.

  1. Navigate to Compute  Infrastructure  Clusters.

  2. Check the Clusters to tag.

  3. Click 1941 (Policy), and then 1851 (Edit Tags).

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  4. Select a customer tag from the first dropdown, and then a value for the tag.

  5. Select more tags or click Save to save your changes.

1.5. Viewing Capacity and Utilization Charts for a Cluster

View capacity and utilization for a cluster.

  1. Navigate to Compute  Infrastructure  Clusters.

  2. Click the cluster to view Capacity and Utilization data.

  3. Click 1994 (Monitoring), and then 1994 (Utilization) or from the accordion menu, click Properties  Capacity & Utilization.

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  4. From Interval, select to view hourly or daily data points and the dates to view data. Use Group by to group the lines by SmartTags. Use Time Profiles to select a time range for the data.

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The Capacity & Utilization charts display

Daily charts only include full days of data. If a day does not include all the 24 data points for a day, the data does not show for that day.

For information about data optimization including utilization trend reports, see [data-optimization].

1.6. Viewing Cluster Timeline

Use the cluster timeline to see a graphical depiction of operational and configuration events over time.

  1. Navigate to Compute  Infrastructure  Clusters.

  2. Click the cluster to view the timeline.

  3. Click 1994 (Monitoring), and then 1994 (Timelines) or from the accordion menu, click Properties  Timelines.

  4. From Options, customize the period of time to display, and the types of events to see.

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    • Use the Interval dropdown to select hourly or daily data points.

    • Use Date to type the date for the timeline to display.

    • If you select to view a daily timeline, use Show to set how many days back to go. The maximum history is 31 days.

    • The three Event Group dropdowns allow the selection of different groups of events to display. Each has its own color.

    • From the Level dropdown, select a Summary event if needed, or a Detail list of events. For example, the detail level of a Power On event might include the power on request, the starting event, and the actual Power On event. If you select Summary, the timeline only displays the Power On event.

  5. To see more detail on an item in the timeline, click on it. A balloon appears with a clickable link to the resource.

1.7. Detecting Drift on Clusters

Over time, a cluster’s configuration might change. Drift is the comparison of a cluster to itself at different points in time. The cluster requires analysis at least twice to collect information. Detecting drift provides users with the following benefits:

  • See the difference between the last known state of a cluster and its current state

  • Review the configuration changes that happen to a particular cluster between multiple points in time.

  • Capture the configuration drifts for a single cluster across a time period.

Detect drift on clusters:

  1. Navigate to Compute  Infrastructure  Clusters.

  2. Click on the cluster to view drift.

  3. Click Relationships in the cluster accordion.

  4. Click Drift History.

  5. Check the analyses to compare.

  6. Click 1946 (Drift Analysis) at the top of the screen. The results are displayed.

  7. Check the Comparison sections on the left to view in your comparison.

  8. Click the plus sign next to the section name to expand it.

    • An item displayed on red text shows a change from the base analysis. An item displayed in black text shows no change from the base analysis.

    • A 2177 (Changed from previous) shows there has been a change since the last analysis.

    • A 2150 (Same as previous) means there has been no change since the last analysis.

    • Click 1861 (Remove from drift) at the bottom of a column to remove a specific analysis. The drift is then recalculated and the new results display.

  9. Click 2023 (Expanded View) to see the expanded view. Click 2024 (Compressed View)] to compress the information.

  10. Click the minus sign next to the section name to collapse it.

  11. To limit the type of views, there are three buttons in the taskbar.

    • Click 2178 (All attributes) to see all attributes of the sections selected.

    • Click 2204 (Attributes with different values) to see only the attributes different across drifts.

    • Click 2148 (Attributes with the same values) to see only the attributes the same across drifts.

The drift displays for your cluster. Download the data or create a report from the drift for analysis using external tools.

1.8. Creating a Drift Report for Clusters

Use the drift report feature to export information about your cluster’s drift.

  1. Create a drift of a cluster.

  2. Click 2107 (Download).

  3. Click the output button for the type of report you want.

    • Click 2133 (Download drift report in TXT format) for a text file.

    • Click 2133 (Download drift report in CSV format) for a comma-separated file.

    • Click 2134 (Download drift report in PDF format) for a PDF file.

1.9. Removing Clusters

If a cluster has been decommissioned or requires troubleshooting, it might require removal from the VMDB.

  1. Navigate to Compute  Infrastructure  Clusters.

  2. Check the clusters to remove.

  3. Click 1847 (Configuration), and then 1861 (Remove Clusters from the VMDB).

  4. Click OK.

The clusters are deleted. Any virtual machines or hosts associated with these clusters remain, but are no longer associated with them.

2. Hosts

The Hosts page under Compute  Infrastructure displays the hosts discovered in your enterprise environment.

Any applied filters will be in effect here.

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After adding or sorting your hosts, click on one to examine it more closely and see its virtual machines, SmartProxy settings, and properties.

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  1. Top left quadrant: Number of virtual machines on this host

  2. Bottom left quadrant: Virtual machine software

  3. Top right quadrant: Power state of host

  4. Bottom right quadrant: Authentication status

Icon Description

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Validated: Valid authentication credentials have been added.

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Invalid: Authentication credentials are invalid

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Unknown: Authentication status is unknown or no credentials have been entered.

2.1. Filtering Hosts

The Host Filter accordion is provided to easily navigate through the hosts. Use the ones provided or create your own. In addition, you can set a default filter.

2.1.1. Setting a Default Host Filter

Set the default filter for viewing your hosts.

  1. From the Filters accordion on the left, click on the filter to use.

  2. Click Set Default at the top of the filters list.

The default filter is set and marked by a green star next to its name.

2.1.2. Creating a Host Filter

Create a filter for viewing your hosts.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click 2125 (Advanced Search) to open the expression editor.

  3. Use the expression editor to choose the appropriate options for your criteria.

  4. Click Save.

  5. Type in a name for the search expression in Save this search as.

    This title depends on the type of resource you are searching.

  6. Click Save.

The filter is saved and displays in the My Filters area of the Filter accordion.

2.2. Performing SmartState Analysis on Hosts

Perform a SmartState Analysis on a host to collect additional information about it, such as patches, CPU, and memory.

root or administrator credentials are required to get patch information.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Check the hosts to analyze.

  3. Click 1847 (Configuration), and then 1942(Perform SmartState Analysis).

  4. Click OK.

2.3. Comparing Hosts

ManageIQ allows you to compare hosts and check operating systems, host software and version information, and hardware.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Check the hosts to compare.

  3. Click 1847 (Configuration), and then 2148 (Compare selected Hosts). The comparison displays in a default expanded view, which lists a limited set of properties.

  4. To remove a host from the comparison, click 1861 (Remove this Host from the comparison) at the bottom of the column.

  5. To go to a compressed view, click 2024 (Compressed View). To return to an expanded view, click 2023 (Expanded View).

  6. To limit the mode of the view, there are two buttons in the taskbar.

    • Click 2022 (Details Mode) to see all details for an attribute.

    • Click 2025 (Exists Mode) to limit the view to if an attribute exists compared to the base or not. This only applies to attributes that can have a Boolean property. For example, a user account exists or does not exist, or a piece of hardware that does or does not exist.

  7. To change the base host that compare to the other hosts, click its label at the top of its column.

  8. To go to the summary screen for a host, click its virtual thumbnail or icon.

2.3.1. Host Comparison Sections

Section Description

Host Properties

Use this section to see basic information of the host, such as hostname, product, build number, hardware, and network adapters.

Security

Use this to see users and groups for the host, and firewall rules.

Configuration

Use this to see the operating system, applications, services, patches, vSwitches, vLANS, and advanced settings.

My Company Tags

Use this to see all tags.

2.3.2. Using the Host Comparison Sections

The following procedure describes how to use the host comparison sections.

  1. On the left of a comparison screen, select the categories of properties to display.

  2. Click the plus sign next to the sections name to expand it.

  3. The following descriptions pertain to the Expanded View 2023. Either the value of a property or an icon representing the property displays depending on the properties type.

    • A property displayed in the same color as the base means that the compared host matches the base for that property.

    • A property displayed in a different color from the base means that the compared host does not match the base for that property.

  4. If you are in the Compressed View 2024, the values of the properties do not display. All items are described by the icons shown below.

    • A 2150 (checkmark) means the compared host matches the base for that property. Hover over it and the value of the property displays.

    • A 2151 (x) means the compared host does not match the base for that property. Hover over it and the value of the property displays.

  5. Click the plus sign next to the section name to collapse it.

This comparison is viewable in multiple ways. Export the data or create a report from your comparison for analysis using external tools.

2.3.3. Creating a Host Comparison Report

Create a quick report to compare clusters in CSV, TXT, or PDF formats.

  1. Create the comparison to analyze.

  2. Click 2107 (Download).

  3. Click the output button for the type of report.

    • Click 2133 (Download comparison report in TXT format) for a text file.

    • Click 2133 (Download comparison report in CSV format) for a comma-separated file.

    • Click 2134 (Download comparison report in PDF format) for a PDF file.

2.4. Refreshing Multiple Hosts

Manually refresh a host for its properties and related infrastructure components.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Check the hosts to refresh.

  3. Click 1847 (Configuration), and then 2003 (Refresh Relationships and Power States).

  4. Click OK.

When a host is refreshed and a new virtual machine is discovered on that host, ManageIQ checks to see if the virtual machine is already registered with another host. If this is the case, the host that the virtual machine is associated with switches to the new host. If the SmartProxy is monitoring a provider, this happens automatically. If not, the next refresh of the host addresses this.

2.5. Discovering Multiple Hosts

If not using a provider, use ManageIQ’s Discovery to find hosts in your environment within a range of IP addresses.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click 1847 (Configuration), then click 1942 (Discover items).

  3. Check the types of hosts to discover: ESX or IPMI.

  4. Type in a range of IP Addresses.

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  5. Click Start.

ManageIQ searches for the supported hosts. When available, the new hosts display. They are named by hostname and IP address. To make them identifiable, edit the basic information for each host.

2.6. Adding a Single Host

To analyze a host for more detailed information, add it to the VMDB first. If the host has not been found during Host Discovery or Provider Refresh, and the host’s IP address is known, use the Add a New Host button.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click 1847 (Configuration), then click 1862 (Add a New item).

  3. Type the Name, Host Name, and IP Address of the host to add. Name is how the device is labeled in the console. Select the type of operating system from the Host Platform dropdown. If the Host has been found during Discovery or Refresh and the host’s operating system has been identified, the Host Platform selector remains disabled. If adding an IPMI server for provisioning, add in the IP address of that host.

    The Host Name must use a unique fully qualified domain name.

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  4. In the Credentials box, the Default tab provides fields to type a user name with elevated security credentials and the user’s password. If using domain credentials, the format for User ID is in the format of [domainname]\[username]. On ESX hosts, if the SSH login is disabled for the Default user, type in a user with remote login access on the Remote Login tab.

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  5. Click Validate to check the credentials.

  6. Click Save.

2.7. Editing Hosts

If multiple hosts have the same settings or credentials, edit them at the same time.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click 1847 (Configuration).

  3. Check the Hosts to edit.

  4. Click 1851 (Edit Selected items).

  5. Use Credentials to provide login credentials required for this host.

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    • On the Default tab, type a user name with elevated security credentials and the users password. If you are using domain credentials, the format for User ID must be in the format of [domainname]\[username].

    • On ESX hosts, if SSH login is disabled for the Default user, type in a user with remote login access on the Remote Login tab. If this is not supplied, Default credentials will be used.

    • Use Web Services to supply credentials for any web service calls made directly to the host system. If this is not supplied, Default credentials are used.

      Login credentials are required for performing SmartState Analysis on the host’s virtual machines and templates.

      For each type of credential used, the following information is required:

    • Use User ID to specify a login ID.

    • Use Password to specify the password for the User ID.

    • Use Verify Password to confirm the password.

  6. Test the credentials by using the Select Host to validate against drop down and click Validate.

  7. Click Save.

2.8. Viewing a Host

You can click on a specific host to review it. The screen shows a host virtual thumbnail, a host taskbar, a host accordion, and a host summary.

Host Management Screen

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  1. Host Taskbar: Use the host taskbar to take actions on the selected host

  2. Host Summary: Use the host summary to see the properties of a host, drill down to a host’s information, and view its installed virtual machines

  3. Host Summary Views: Choose between graphical or text view of the provider summary

  4. Host PDF: Generates host summary in PDF format

  5. Host Accordion: See details about Properties, Relationships, Security and Configuration for the selected host

2.9. Tagging Multiple Hosts

To categorize hosts together, apply tags to multiple hosts at the same time.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Check the hosts to tag.

  3. Click 1941 (Policy), and then 1851 (Edit Tags).

  4. Select a customer tag from the first dropdown, and then a value for the tag.

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  5. Select more tags or click Save to save your changes.

2.10. Removing Hosts

If a host is decommissioned or requires troubleshooting, it might require removal from the VMDB.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Check the hosts to remove.

  3. Click 1847 (Configuration), and then 1861 (Remove items from the VMDB).

  4. Click OK.

The hosts are removed. The virtual machines remain in the VMDB, but are no longer associated with their respective hosts.

2.11. Scaling Down Compute Hosts

Through ManageIQ, you can perform a Compute scale down on a Red Hat OpenStack infrastructure provider. This process involves decreasing its Compute nodes used by an OpenStack infrastructure provider. Doing so involves putting a Compute node into maintenance mode and removing it from the provider afterwards. Once a node is in maintenance mode, it can be repurposed (for examle, re-provision it as a Controller node), repaired, or decommissioned altogether.

Before scaling down, evacuate or migrate any instances hosted on the node you are removing. For instructions on either procedure, see Migrating a Live Instance or Evacuating an Instance.

After migrating or evacuating instances from the node, set the node to maintenance mode. To do so:

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click the OpenStack compute node to be removed from the provider.

  3. Click 1847 (Configuration), and then 1851 (Toggle Maintenance Mode).

    This option can only be used with OpenStack providers with at least two Compute nodes.

Repeat this procedure for every node you want to remove from the cloud provider.

After setting a Compute node to maintenance mode, you can scale down its provider:

  1. Navigate to Compute  Infrastructure  Providers.

  2. Click the provider to be scaled down.

  3. Click 1847 (Configuration), and then 1851 (Scale Down).

  4. From the Scale Infrastructure Provider Down section, check the nodes to be removed from the provider. You can only do this for nodes where Maintenance is set to true.

  5. Click Scale Down.

2.12. Refreshing Relationships and Power States for a Host

Refresh the relationships and power states of the items associated with your hosts from the Host Taskbar.

root or administrator credentials are required to get patch information.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click on the host to refresh.

  3. Click 1847 (Configuration), and then 2003 (Refresh Relationships and Power States) on the Host Taskbar.

ManageIQ determines the state (running, stopped, or paused) of all virtual machines registered to the host.

2.13. Viewing Capacity and Utilization Charts for a Host

View Capacity & Utilization data for hosts that are part of a cluster.

Your ManageIQ server requires network visibility to the provider assigned the Server Role of Capacity & Utilization Collector to enable this feature.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click the Host to view capacity data.

  3. Click 1994 (Monitoring), and then 1994 (Utilization) or from the Host accordion, click Properties  Capacity & Utilization.

  4. From Interval, select to view hourly or daily data points and the dates to view data. Use Group by to group the lines by SmartTags. Use Time Profiles to select a time range for the data.

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The charts are displayed for CPU, memory, disk, network, and running virtual machines.

Daily charts only include full days of data. If a day does not include all the 24 data points for a day, the data does not show for that day.

For information about data optimization including utilization trend reports, see [data-optimization].

2.14. Viewing the Host Timeline

View the timeline of events for the virtual machines registered to a host.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click the host to view the timeline.

  3. Click 1994 (Monitoring), and then 1995 (Timelines) or from the host accordion, click Properties  Timelines.

  4. From Options, customize the period of time to display and the types of events to see.

    • Use Show to select types of events to show on the timeline.

    • Use the Interval dropdown to select hourly or daily data points.

    • Use Date to type the date the timeline displays.

    • If you select to view a daily timeline, use Show to set how many days back to go. The maximum history is 31 days. If selecting Hourly, select the interval to see.

    • From the Level dropdown, select either a Summary event or a Detail list of events. For example, the detail level of a Power On event might include the power on request, the starting event, and the actual Power On event. If you select Summary, only the Power On event appears in the timeline.

    • The three Event Group dropdowns allow selection of different groups of events to display. Each group has its own color.

  5. To see more detail on an item in the timeline, click on it. A balloon appears with a clickable link to the resource.

2.15. Host Virtual Summary

Clicking on a specific host shows the Host’s Virtual Thumbnail and an operating system-sensitive screen of host information, called the Host Summary. Where applicable, click on a subcategory of the Host Summary to see more detail on that section.

A Refresh provides some basic information on the Host. To get more detail, enter credentials for the host and perform a SmartState Analysis.

The Summary divides into the following categories.

  • Properties include information such as base operating system, hostname, IP addresses, devices attached to the system, and storage adapters. Some categories can be clicked on for additional detail. For example, click Network to view the network adapters connected to the host.

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  • Relationships include information on the provider, cluster, datastores, resource pools, and installed virtual machines.

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  • Security shows the number of users, groups, patches installed, and firewall rules on the host. Click on any of these items to see further details.

    Run a SmartState Analysis on the host to retrieve this information.

  • Storage Relationships shows the relationship the host has to LUNs, volumes, and file shares. The Storage Inventory Role must be enabled in the zone for these items to be populated.

  • Configuration shows the number of packages and services installed. Click on any of these items to see more details.

    Run a SmartState Analysis on the host to retrieve this information.

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  • Smart Management shows all tags assigned to this host.

  • Authentication Status shows all the types of credentials entered for this host and the whether those credentials are valid.

2.16. Viewing Host Device Information

Access information on the hardware devices including processor, CPU type and speed, and memory for each host.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click the host to view the network information.

  3. From the host accordion, click Properties  Devices.

2.17. Viewing Host Network Information

Access information on networking including switches, network interfaces, and local area networks for each host.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click the host to view the network information.

  3. From the host accordion, click Properties  Network.

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2.18. Viewing Storage Adapters

Access information on the storage adapters including storage type for each host.

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click the host to view the network information.

  3. From the host accordion, click Properties  Storage Adapters.

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2.19. Detecting Drift on Hosts

Over time, the configuration of a host might change. Drift is the comparison of a host to itself at different points in time. The host requires analysis at least twice to collect information. Detecting drift provides you the following benefits:

  • See the difference between the last known state of a host and its current state.

  • Review the configuration changes that happen to a particular host between multiple points in time.

  • Capture the configuration drifts for a single host across a time period.

Detect drift on hosts:

  1. Navigate to Compute  Infrastructure  Hosts.

  2. Click on the host to view drift.

  3. Click Relationships in the host accordion.

  4. Click Drift History.

  5. Check the analyses to compare.

  6. Click 1946 (Drift) at the top of the screen. The results display.

  7. Check the Comparison sections on the left to view in your comparison.

  8. Click Apply.

  9. Click the plus sign next to the sections name to expand it.

    • An item displayed on red text shows a change from the base analysis. An item displayed in black text shows no change from the base analysis.

    • A 2177 (Changed from previous) shows a change since the last analysis.

    • A 2150 (Same as previous) means no change since the last analysis.

    • Click 1861 (Remove from drift) at the bottom of a column to remove a specific analysis. The drift recalculates and the new results display.

  10. Click 2023 (Expanded View) to see the expanded view. Click 2024 (Compressed View) to compress the information.

  11. Click the minus sign next to the sections name to collapse it.

  12. To limit the type of views, you have three buttons in the taskbar:

    • Click 2178 (All attributes) to see all attributes of the sections you selected.

    • Click 2204 (Attributes with different values) to see only the attributes that are different across the drifts.

    • Click 2148 (Attributes with the same values) to see only the attributes that are the same across drifts.

The drift comparison displays. Download the data or create a report from your drift for analysis using external tools.

2.20. Creating a Drift Report for Hosts

Use the drift report feature to export information about your host’s drift.

  1. Create the comparison to analyze.

  2. Click 2107 (Download).

  3. Click the output button for the type of report you want.

    • Click 2133 (Download drift report in TXT format) for a text file.

    • Click 2133 (Download drift report in CSV format) for a comma-separated file.

    • Click 2134 (Download drift report in PDF format) for a PDF file.

3. Virtual Machines

The heterogeneous virtual machine container and guest support combined with the ability to analyze information inside the virtual machine - such as disk space, patch level or installed applications - provides in-depth information across the virtual environment. This rich set of information enables ManageIQ users to improve problem resolution times and effectively manage virtual machines.

The Virtual Machines pages display all virtual machines that were discovered by your server. Note that if you have applied a filter to a user, it will be in effect here. The Virtual Machines taskbar is a menu driven set of buttons that provide access to functions related to virtual machines.

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  1. History button

  2. Refresh screen button

  3. Taskbar

  4. Name search bar/Advanced Search button

  5. View buttons

  6. Download buttons

  7. Navigation bar

  8. Sort dropdown

  9. Main area in Grid View

  10. Provider/Filter Navigation

The console uses Virtual Thumbnails to describe virtual machines and templates. Each thumbnail contains four quadrants by default. This allows you to glance at a virtual machine for a quick view of its contents.

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  1. Top left quadrant: Operating system of the Virtual Machine

  2. Bottom left quadrant: Virtual Machine Hosts software

  3. Top right quadrant: Power state of Virtual Machine or Status icon

  4. Bottom right quadrant: Number of Snapshots for this Virtual Machine

Icon Description

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Template: Virtual Template

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Retired: When a virtual machine or instance is no longer required, it can be retired. Once a virtual machine or instance reaches its retirement date, it is immediately shut down and not allowed to restart. If an attempt to restart is made, ManageIQ will shut down the virtual machine or instance.

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Archived: An archived virtual machine has no host or datastore associated with it. Archiving is done to move virtual machines to a low cost storage, either on demand or during retirement, if requested, to avoid incurring extra cost on a virtualized infrastructure due to virtual machine sprawl.

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Orphaned: An orphaned virtual machine has no host but has a datastore associated with it. Orphaned virtual machines are those that have been removed from their providers but still exist on the storage. An orphaned virtual machine is unable to identify the associated host. A virtual machine also shows as orphaned if it exists on a different host than the host expected by the provider’s server.

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Disconnected: A disconnected virtual machine is one that has lost connection to either the provider’s storage, host, or both. A disconnect is usually a result of network issues on the provider side. For instance, if during virtual machine provisioning the storage is not set up or deleted, the virtual machine will still exist on the provider, but will not run on the host as it has lost connection to its provider’s storage.

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On: Virtual Machine is powered on.

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Off: Virtual Machine is powered off.

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Suspended: Virtual Machine has been suspended.

The Virtual Machines page has three accordions organizing your virtual machines and templates in different ways. All of these accordions share a set of common controls:

  • Use VMs and Templates to view your virtual machines and templates organized by Provider. In addition, you can see archived and orphaned items here.

  • Use VMs to view, apply filters, and collect information about all of your virtual machines.

  • Use Templates to view, apply filters, and collect information about all of your templates.

Through the console, you are able to view your virtual machines in multiple ways. For your virtual machines, you can:

  • Filter virtual machines

  • Change views

  • Sort

  • Create a report

  • Search by MyTags

  • Search by collected data

3.1. Filtering Virtual Machines and Templates

The Virtual Machine Filter accordion is provided so that you can easily navigate through groups of virtual machines. You can use the ones provided or create your own through Advanced Filtering capabilities.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Go to the VMs or Templates accordion.

  3. Click on the desired filter from the left pane.

3.1.1. Creating a Virtual Machine or Template Filter

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Go to the VMs or Templates accordion.

  3. Click All VMs or All Templates, then click 2125 (Advanced Search) to open the expression editor.

  4. Use the expression editor to choose the appropriate options for your criteria. Based on what you choose, different options will show.

    • For all of the types of searches, you have the options of creating an alias and requested user input. Select Use Alias to create a user friendly name for the search. If you are requested user input for the search, this text will show in the dialog box where the input is requested.

    • Click Field to create criteria based on field values.

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    • Click Count of to create criteria based on the count of something, such as the number of snapshots for a virtual machine, or the number of virtual machines on a host.

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    • Click Tag to create criteria based on tags assigned to your virtual infrastructure, such as for power states or production tagging.

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    • Click Registry to create criteria based on registry values, such as the DCOM status of a Windows system. Note this criteria applies only to Windows operating systems.

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    • Click Find to seek a particular value, and then check a property.

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  5. Click 1863 (Commit Expression Element Changes) to add the expression.

  6. Click Save.

  7. Type in a name for the search expression in Save this VM search as. (Note that this title depends on the type of resource you are searching.) To set the filter to show globally, check Global search.

  8. Click Save.

The filter is saved and will show in the My Filters area of the Filter accordion. If you checked Global search, the filter will show under Global Filters.

3.1.2. Loading a Report Filter or Search Expression

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to search either VMs or Templates.

  3. Click 2125 (Advanced Search) to open the expression editor.

  4. Click Load.

  5. Select either a saved virtual machine search or a virtual machine report filter.

    The set of items to select will depend on the type of resource you are searching.

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  6. Click Load to load the search expression.

  7. If you want to edit the expression, click on it and make any edits for the current expression.

    • Click 1863 (Commit expression element changes) to add the changes.

    • Click 1899 (Undo the previous change) to remove the change you just made.

    • Click 1900 (Redo the previous change) to put the change that you just made back.

    • Click 1901 (AND with a new expression element) to create a logical AND with a new expression element.

    • Click 1902 (OR with a new expression element) to create a logical OR with a new expression element.

    • Click 1903 (Wrap this expression element with a NOT) to create a logical NOT on an expression element or to exclude all the items that match the expression.

    • Click 1904 (Remove this expression element) to take out the current expression element.

  8. Click Load.

  9. Click Apply.

3.2. Changing Views for Virtual Machines and Templates

While you can set the default view for different pages from the settings menu, then Configuration  My Settings  Default Views, the current view can also be controlled from the Virtual Machines pages.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to view.

  3. Click the appropriate button for the desired view.

    • Click 2020 for Grid View.

    • Click 2021 for Tile View.

    • Click 2022 for List View.

3.3. Sorting Virtual Machines and Templates

Virtual machines and templates can be sorted by Name, Cluster, Host, Datastore, Compliance, Last Analysis Time, Total Snapshots, or Region.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to sort.

  3. To sort virtual machines or templates when in grid or tile view:

    • From the Sort by dropdown, click the attribute to sort.

  4. To sort virtual machines or templates when in list view:

    • Select the List View.

    • Click on the Column Name to sort. For example, click on Cluster to sort by the name of the cluster.

3.4. Creating a Virtual Machine or Template Report

For a listing of virtual machines and templates, you can create a quick report in CSV, TXT, or PDF formats.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items for report creation.

  3. Click 2107 (Download).

    • Click 2133 for a TXT file.

    • Click 2133 for a CSV file.

    • Click 2134 for a PDF file.

3.5. Searching for Virtual Machines or Templates

To the right of the taskbar on the Virtual Machines page, you can enter names or parts of names for searching. You can search in the following ways:

  • Type characters that are included in the name. For example, if you type sp1, all Virtual Machines whose names include sp1 appear, such as Windows2003sp1 and Sp1clone.

  • Use * at the end of a term to search for names that begin with specific characters. For example, type v* to find all virtual machines whose names begin with the letter v.

  • Use \* at the beginning of a term to search for names that end with specific characters. For example, type *sp2 to find all virtual machines whose names end with sp2.

  • Erase all characters from the search box to go back to viewing all virtual machines.

Search for virtual machines or templates:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to search.

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  3. In the Name Filter bar in the upper right corner of the window, type your criteria.

  4. Click 2135(Search by Name within results) or press Enter.

  5. Type in other criteria to filter on what is currently displayed.

  6. Click 2135 (Search by Name within results) or press Enter.

3.6. Analyzing Virtual Machines and Templates

Analyze a virtual machine to collect metadata such as user accounts, applications, software patches, and other internal information. If ManageIQ is not set up for automatic analysis, perform a manual analysis of a virtual machine. To perform a SmartState analysis, ManageIQ requires a running SmartProxy with visibility to the virtual machine’s storage location. If the virtual machine is associated with a host or provider, ensure the virtual machine is registered with that system to be properly analyzed; the server requires this information since a snapshot might be created.

SmartState Analysis of a virtual machine requires access to its host. To perform a successful analysis, edit the virtual machine’s host and enter the host’s authentication credentials.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to analyze.

  3. Check the Virtual Machines and Templates to analyze.

  4. Click 1847 (Configuration), then 1942 (Perform SmartState Analysis).

  5. Click OK.

3.6.1. Red Hat Enterprise Virtualization Prerequisites

SmartState Analysis on Red Hat Enterprise Virtualization Manager 3.1 and Above - Storage Support Notes

Note the following requirements when performing SmartState Analysis on Red Hat Enterprise Virtualization Manager 3.1 and above.

  • NFS

    • The ManageIQ appliance requires a mount to the NFS datastore.

  • iSCSI / FCP

    • For Red Hat Enterprise Virtualization 3.1 and 3.2, clusters must use full Red Hat Enterprise Linux hosts and not Red Hat Enterprise Virtualization Hypervisor hosts. You can use either type of host in Red Hat Enterprise Virtualization 3.3 and above.

    • Each ManageIQ appliance performing SmartState Analysis requires sharable, non-bootable DirectLUN access to each attached iSCSI/FCP storage domain. In order to perform smart analysis, the appliance must mount the data storage as a DirectLUN disk.

    • A ManageIQ appliance must reside in each datacenter with the iSCSI / FCP storage type.

  • Other Notes

    • The Edit Management Engine Relationship option enables the VM SmartState Analysis job to determine the datacenter where a ManageIQ appliance is running and thus to identify what storage it has access to in a Red Hat Enterprise Virtualization environment.

      • After setting up a ManageIQ appliance and performing a refresh of the provider, find the ManageIQ appliance in the Virtual Machine accordion list and view its summary screen.

      • Click Configuration  Edit Management Engine Relationship.

      • Select the server that relates to this instance of the ManageIQ appliance.

If you attach a DirectLUN disk after configuring the ManageIQ database, access the appliance in a terminal and run pvscan to detect the DirectLUN disk. Alternatively, in ManageIQ 5.2.1 and above, you can restart the appliance to detect the disk automatically.
SmartState Analysis on Red Hat Enterprise Virtualization Manager 3.0 - Storage Support Notes

There are two additional steps required to perform a SmartState Analysis on Red Hat Enterprise Virtualization Manager 3.0 using iSCSI or FCP storage. NFS storage does not have these requirements.

  1. Enable DirectLUN support for the host and ManageIQ appliance that performs the analysis.

    • Enable DirectLUN on host.

    • Enable DirectLUN on the ManageIQ appliance. To do this, edit the desired Red Hat Enterprise Virtualization storage and get the LUNID value. Then, on the ManageIQ appliance virtual machine in the Red Hat Enterprise Virtualization user interface, right-click and select Edit  Custom Properties and enter the following in the Custom Properties edit box:

      directlun=<LUN ID>:readonly

      If you have multiple storage domains, separate them by a comma, similar to:

      directlun=<LUN ID 1>:readonly,<LUN ID 2>:readonly,<LUN ID N>:readonly

      The ManageIQ appliance must reside in the same data center as the storage you are trying to connect. If you have multiple data centers with iSCSI or FCP storage, you need a ManageIQ appliance in each data center to support virtual machine scanning.

  2. Set Server Relationship - This is required to allow the virtual machine SmartState analysis job to determine which data center a ManageIQ appliance is running and therefore identify what storage it has access to in a Red Hat Enterprise Virtualization environment.

    1. After setting up a ManageIQ appliance and performing a refresh of the Provider, find the ManageIQ appliance in the Virtual Machine accordion list and view its summary screen.

    2. Click 1847 (Configuration), and then 2146(Edit Server Relationship).

    3. Select the server that relates to this instance of the ManageIQ appliance.

3.6.2. VMware vSphere Prerequisites

Installing VMware VDDK on ManageIQ

Execution of SmartState Analysis on virtual machines within a VMware environment requires the Virtual Disk Development Kit (VDDK). ManageIQ supports VDDK 5.5.

  1. Download VDDK 5.5 (VMware-vix-disklib-5.5.0-1284542.x86_64.tar.gz at the time of this writing) from the VMware website.

    If you do not already have a login ID to VMware, then you will need to create one. At the time of this writing, the file can be found by navigating to Downloads  All Downloads, Drivers & Tools  VMware vSphere  Drivers & Tools. Expand Automation Tools and SDKs, and select vSphere Virtual Disk Development Kit 5.5. Alternatively, find the file by searching for it using the Search on the VMware site.

  2. Download and copy the VMware-vix-disklib-5.5.0-1284542.x86_64.tar.gz file to the /root directory of the appliance.

  3. Start an SSH session into the appliance.

  4. Extract and install VDDK 5.5. using the following commands:

    # cd /root
# tar -xvf VMware-vix-disklib-5.5.0-1284542.x86_64.tar.gz
# cd vmware-vix-disklib-distrib
# ./vmware-install.pl

  5. Accept the defaults during the installation.

    Installing VMware VIX DiskLib API.
You must read and accept the VMware VIX DiskLib API End User License Agreement to continue.
Press enter to display it.
Do you accept? (yes/no) yes

Thank you.
What prefix do you want to use to install VMware VIX DiskLib API?
The prefix is the root directory where the other folders such as man, bin, doc, lib, etc. will be placed.
[/usr]

[userinput]#(Press Enter)#

The installation of VMware VIX DiskLib API 5.5.0 build-1284542 for Linux completed successfully. You can decide to remove this software from your system at any time by invoking the following command: "/usr/bin/vmware-uninstall-vix-disklib.pl".
Enjoy,
--the VMware team

  6. Run ldconfig in order for ManageIQ to find the newly installed VDDK library.

    Use the following command to verify the VDDK files are listed and accessible to the appliance:

    # ldconfig -p | grep vix

  7. Restart the ManageIQ appliance.

The VDDK is now installed on the ManageIQ appliance. This enables use of the SmartState Analysis Server Role on the appliance.

3.7. Comparing Virtual Machines and Templates

The ManageIQ Server allows you to compare multiple virtual machines. This allows you to see how different virtual machines are from their original template. This helps detect missing patches, unmanaged user accounts, or unauthorized services.

Use the comparison feature to:

  • Compare multiple virtual machines from different hosts.

  • Compare multiple virtual machines side-by-side.

  • Quickly see similarities and differences among multiple virtual machines and a base.

  • Narrow the comparison display to categories of properties.

  • Print or export in the comparison results to a PDF or CSV file.

Compare virtual machines and templates:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to analyze.

  3. Check the items to compare.

  4. Click 1847 (Configuration), and then 2148 (Compare Selected items). The comparison displays in a compressed view with a limited set of properties listed.

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  5. To delete an item from the comparison, click 1861(Remove this item) at the bottom of the items column. This option is only available when comparing more than two virtual machines.

  6. To view many items on one screen, go to a compressed view by clicking 2024 (Compressed View). To return to an expanded view, click 2023 (Expanded View).

  7. To limit the mode of the view, there are two buttons in the task bar.

    • Click 2022 (Details Mode) to see all details for an attribute.

    • Click 2025 (Exists Mode) to limit the view to if an attribute exists compared to the base or not. This only applies to attributes that can have a boolean property. For example, a user account exists or does not exist, or a piece of hardware that does or does not exist.

  8. To change the base virtual machine that all the others are compared to, click its label at the top of its column.

  9. To go to the summary screen for a virtual machine, click its Virtual Thumbnail or icon.

3.7.1. Virtual Machine and Templates Comparison Sections

The following table describes the different sections for comparison information.

Section Description

Properties

Use this section to see basic information on the file location of the virtual machine, its name, and the virtual machine monitor vendor. Hardware, disk, CD/DVD drives, floppy drive, network adapter, and volume information is also included.

Security

Use this to see users and groups for the virtual machine, including those which may be unauthorized compared to a template.

Configuration

Use this to see Guest Applications, Win32 services, Linux Init Processes, Kernel Drivers, File System Drivers, and Patches.

My Company Tags

Use this to see all tags.

3.7.2. Using the Virtual Machine Comparison Sections

Use the comparison sections to view various comparison data and display the data in different ways.

  1. On the left of a comparison screen, select what categories of properties to display.

  2. Click Apply.

  3. Click the plus sign next to the sections name to expand it.

  4. The following descriptions pertain to the Expanded View 2023. Whether you see the value of a property or an icon representing the property depends on the properties type.

    • A property displayed in the same color as the base means that the compared virtual machine matches the base for that property.

    • A property displayed in a different color from the base means that the compared virtual machine does not match the base for that property.

  5. If you are in the Compressed View 2024, the values of the properties will not be displayed. The icons shown below will describe all items.

    • A 2150 (checkmark) means that the compared virtual machine matches the base for that property. If you hover over it, the value of the property will display.

    • A 2151 (x) means that the compared virtual machine does not match the base for that property. If you hover over it, the value of the property will display.

  6. Click the minus sign next to the sections name to collapse it.

Your comparison can be viewed in multiple ways. Export the data or create a report from your comparison for analysis using external tools.

3.7.3. Creating a Virtual Machine Comparison Report

Output the data from a comparison report in TXT, CSV or PDF formats.

  1. Create the comparison for the report.

  2. Click the output button for the chosen report type.

    • Click 2133 (Download comparison report in TXT format) for a text file.

    • Click 2133 (Download comparison report in CSV format) for a CSV file.

    • Click 2134 (Download comparison report in PDF format) for a PDF file.

3.8. Refreshing Virtual Machines and Templates

Refresh your virtual machines to get the latest data the provider or host can access. This includes information such as the power state, container, and hardware devices attached to the virtual machine.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to analyze.

  3. Check the items to refresh.

  4. Click 1847 (Configuration), and then 2003 (Refresh Relationships and Power States) on the Virtual Machine Taskbar.

The console returns a refreshed list of the data associated with the selected virtual machines.

3.9. Extracting Running Processes from Virtual Machines and Templates

ManageIQ can collect processes running on Windows virtual machines. To do this, enter domain credentials for the zone where the virtual machine is located.

For more information, see General Configuration. The virtual machine must be running and must have an IP address in the VMDB, usually obtained from a SmartState Analysis.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Check the Virtual Machines to collect the processes.

  3. Click 1847 (Configuration), and then 2152(Extract Running Processes) on the Taskbar.

  4. Click OK.

The server returns the running processes. View the summary of the virtual machine to see the details.

3.10. Setting Ownership for Virtual Machines and Templates

You can set the owner of a group of virtual machines and templates by either individual user or group. This allows you an additional way to filter and can be used to enforce quotas.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to change.

  3. Check the items to set ownership.

  4. Click 1847 (Configuration), and then 2155 (Set Ownership) on the Virtual Machine Taskbar.

  5. From the Select an Owner dropdown, select a user, and from the Select a Group dropdown, select a group.

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  6. Click Save.

3.11. Removing Virtual Machines and Templates from the VMDB

If a virtual machine has been decommissioned or you need to perform some troubleshooting, you might need to remove a specific virtual machine from the VMDB. This does not however remove the virtual machine or template from its Datastore or Provider.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to remove.

  3. Check the items to remove.

  4. Click 1847 (Configuration), and then 1861 (Remove from the VMDB) button.

  5. Click OK.

3.12. Tagging Virtual Machines and Templates

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to tag.

  3. Check the items to tag.

  4. Click 1941 (Policy), and then 1851 (Edit Tags).

  5. Select a customer tag from the first dropdown, and then a value for the tag.

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3.13. Viewing a VMware Virtual Machine’s Storage Profile

VMware storage profiles allow you to assign policies to datastores. Storage profiles are used to tag virtual machines to ensure they operate in compliance with settings in the datastore.

ManageIQ retrieves VMware virtual machine storage profile information in the inventory, and associates the virtual machines and disks with them.

To view a virtual machine’s storage profile:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click a VMware virtual machine to open its summary page.

  3. The VMware Storage Profile is listed under Properties.

You can assign a storage profile when provisioning a VMware virtual machine in ManageIQ, by using the virtual machine as a template to clone. See Provisioning Virtual Machines in Provisioning Virtual Machines and Hosts for instructions.

3.14. Viewing Running Processes after Collection

  1. Click a virtual machine with collected processes.

  2. From the Diagnostics area, click Running Processes.

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The most recent collection of running processes is displayed. Sort this list by clicking on the column headers.

3.15. Editing Virtual Machine or Template Properties

Edit the properties of a virtual machine or template to set parent and child virtual machines. SmartState Analysis also can detect this.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to edit.

  3. Click the item to edit properties.

  4. Click 1847 (Configuration), and then 1851 (Edit selected item) on the Taskbar.

  5. From the Parent VM dropdown, select the parent virtual machine.

  6. From Child VM selection, select virtual machines that are based on the current virtual machine from the list of Available VMs.

  7. Click Save.

3.16. Setting Ownership of a Virtual Machine or Template

Set the owner of a virtual machine or template by either individual user or group. This allows you an additional way to filter configuration items.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the items to analyze.

  3. Click the item to set ownership.

  4. Click 1847 (Configuration), and then 2155(Set Ownership) on the taskbar.

  5. From the Select an Owner dropdown, select a user.

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  6. From the Select a Group dropdown, select a group.

  7. Click Save.

3.17. Right Sizing a Virtual Machine

ManageIQ uses collected statistics to recommend the best size for a virtual machine. ManageIQ uses the information from the Normal Operating Range to calculate the recommendations.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click a virtual machine for right-sizing.

  3. Click 1847 (Configuration), and then 2163 (Right-Size Recommendations) button.

A new page appears with three levels of Memory and CPU recommendations, Conservative, Moderate, and Aggressive, next to the Normal Operating Range statistics.

3.18. Viewing Capacity and Utilization Charts for a Virtual Machine

You can view capacity and utilization data for virtual machines that are part of a cluster. Note that daily charts only include full days of data. If all 24 data points for a day are not available, daily charts are not displayed. For some capacity and utilization data, ManageIQ calculates and shows trend lines in the charts which are created using linear regression. The calculation uses the capacity and utilization data collected by ManageIQ during the interval you specify.

You must have a server with network visibility to your provider assigned the server role of Capacity & Utilization Collector to use this feature.

The virtual machine must be powered on to collect the data.

  1. From Compute  Infrastructure  Virtual Machines, click the accordion that you want to view capacity data for.

  2. Click the item you want to view.

  3. Click 1994 (Monitoring), and then 1994 (Utilization).

  4. From Interval, select to view Daily, Hourly, or Most Recent Hour data points. When choosing Daily, you can also select the Date, and how far back you want to go from that date. When selecting Hourly, you can select the date for which you want to view hourly data. If you are using Time Profiles, you will be able to select that as an option, also.

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  5. From Compare to, select Parent Host or Parent Cluster. The capacity and utilization charts for both items will show simultaneously.

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Daily charts only include full days of data. This means ManageIQ does not show daily data for a day without a complete 24 data point range for a day.

For information about data optimization including utilization trend reports, see [data-optimization].

3.19. Viewing the Virtual Machine or Template Timeline

View the timeline of events for a virtual machine or template if registered to a Host.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the virtual machine to view the timeline.

  3. Click 1994 (Monitoring), and then 1995 (Timelines) on the taskbar.

  4. From Options, customize the period of time to display, and the types of events to view.

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    • Use the Interval dropdown to select hourly or daily data points.

    • Use Date to type the date of the timeline to display.

    • If viewing a daily timeline, use Show to set how many days back to go. The maximum history is 31 days.

    • The three Event Group dropdowns allow selection of different event groups to display. Each has its own color.

    • From the Level dropdown, select either a Summary event or a Detail list of events. For example, the detail level of a Power On event might include the power on request, the starting event, and the actual Power On event. If you select Summary, you only see the Power On event in the timeline.

  5. To see more detail on an item in the timeline, click on it. A balloon appears with a clickable link to the resource.

3.20. Virtual Machine or Template Summary

When you click on a specific virtual machine or template, you will see the Virtual Thumbnail, and an operating system-specific screen of the item, called the Summary. Where applicable, click on a subcategory of the Summary to see more detail on that section.

When you perform a SmartState Analysis on a virtual machine or template, you get more detailed information in these categories.

  • Properties include information such as the base operating system, hostname, IP addresses, Virtual Machine vendor, CPU Affinity, devices attached to the system, and snapshots. This includes the ability to analyze multiple partitions, multiple disks, Linux logical volumes, extended partitions, and Windows drives. Some categories can be clicked on for additional detail. For example, click Container to view notes associated with a virtual machine.

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  • Lifecycle shows the date of discovery and the last analysis. If a retirement date or owner has been set, these display as well.

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  • Relationships include information on the parent host, genealogy such as parent and child virtual machines, and drift.

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  • Storage Relationships shows relationships to Filers, LUNs, Volumes and File Shares.

  • VMsafe shows properties of the VMsafe agent if it is enabled.

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  • Normal Operating Ranges shows the values for the normal operating range for this virtual machine. These statistics are used in calculating right sizing recommendations.

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  • Power Management displays the current power state, last boot time, and last power state change. State Changed On is the date that the virtual machine last changed its power state. This is a container view of the power state, therefore a restart of the operating system does not cause the container power state to change and will not update this value.

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  • Security includes information on users, groups, and security patches. Recall that the items shown on the Summary screen change based on the guest operating system.

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  • Configuration includes information on applications, services, packages, and init processes. This section changes depending on the base operating system.

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  • Datastore Allocation Summary shows how many and how much disk space has been allocated to this virtual machine as well as disk alignment and thin provisioning information.

  • Datastore Actual Usage Summary shows how much disk and memory the virtual machine is actually using.

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  • Diagnostics provides a link to viewing running processes and the information from the latest collected event logs.

  • Smart Management shows all tags assigned to this virtual machine.

3.21. Viewing the Operating System Properties

View details of the operating system from the Virtual Machine Summary or the accordion. For Windows systems, see Account Policies for the virtual machine.

  1. From Compute  Infrastructure  Virtual Machines, click on the item to view its Summary.

  2. From the Properties section, click Operating System.

An expanded view of the operating systems properties and Account Policies displays. This varies based on the operating system.

3.22. Viewing Virtual Machine or Template Snapshot Information

View the list of snapshots to see a history of their creation and size. ManageIQ provides the description, size, and creation time of the snapshot as well as a view of the genealogy of the snapshots.

Snapshot size is only available after the successful completion of a SmartState Analysis.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the appropriate accordion containing the item you wish to view the snapshots of.

  3. Click on the item to view its Summary.

  4. From the Summary, click Snapshots in the Properties area.

  5. The list of snapshots show in a tree format and captures their genealogy.

3.23. Viewing User Information for a Virtual Machine or Template

ManageIQ’s SmartState Analysis feature returns user information. Drill into the user to get details on the user’s account, including group memberships.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the item to view user information.

  3. Click on the item to view its Summary.

  4. From the Security section of the Virtual Machine Summary, click Users.

  5. Click the user to view details.

3.24. Viewing Group Information for a Virtual Machine or Template

ManageIQ’s SmartState Analysis feature returns group information. Explore a group to get a list of its users.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the item to view user information.

  3. Click on the item to view its Summary.

  4. From the Security section of the Virtual Machine Summary, click Groups.

  5. Click the group to view users.

3.25. Viewing Genealogy of a Virtual Machine or Template

ManageIQ detects the lineage of a virtual machine. View a virtual machine’s lineage and compare the virtual machines that are part of its tree. This also allows tagging of virtual machines that share genealogy.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the item to view genealogy.

  3. Click on the item to view its Summary.

  4. From the Relationships area in the Summary, click Genealogy.

3.26. Comparing Genealogy of a Virtual Machine or Template

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the item to view genealogy.

  3. Click on the item to view its Summary.

  4. From the Relationships area in the Summary, click Genealogy.

  5. Check the items to compare.

  6. Click 2148 (Compare Selected VMs).

3.27. Tagging Virtual Machines or Templates with a Common Genealogy

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the item to view genealogy.

  3. Check the items to tag.

  4. Click 1941 (Policy), and then 1851 (Edit Tags).

  5. Select a customer tag from the first dropdown, and then a value for the tag.

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3.28. Detecting Drift on Virtual Machines or Templates

The configuration of a virtual machine might change over time. Drift is the comparison of a virtual machine to itself at different points in time. The virtual machine needs analysis at least twice to collect this information. Detecting drift provides you the following benefits:

  • See the difference between the last known state of a machine and its current state.

  • Review the configuration changes that happen to a particular virtual machine between multiple points in time.

  • Review the host and datastore association changes that happen to a particular virtual machine between multiple points in time.

  • Review the classification changes that happen to a virtual machine between two time checks.

  • Capture the configuration drifts for a single virtual machine across a time period.

Detect drift on virtual machines or templates:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click on the item to view its Summary.

  3. From the Relationships area in the Summary, click Drift History.

  4. Check the analyses to compare.

  5. Click 1946 (Select up to 10 timestamps for Drift Analysis) at the top of the screen. The results display.

  6. Check the Drift sections on the left to view in your comparison.

  7. Click Apply.

  8. The following descriptions pertain to the Expanded View 2023. Whether you see the value of a property or an icon representing the property depends on the properties type.

    • A property displayed in the same color as the base means the compared analysis matches the base for that property.

    • A property displayed in a different color from the base means the compared analysis does not match the base for that property.

  9. If you are in the Compressed View 2024, the values of the properties are not displayed. All items are described by the icons shown below.

    • A 2150 (checkmark) means that the compared analysis matches the base for that property. If you hover over it, the value of the property will display.

    • A 2177 (triangle) means the compared analysis does not match the base for that property. If you hover over it, the value of the property displays. Click the minus sign next to the sections name to collapse it.

  10. To limit the scope of the view, you have three buttons in the Resource button area.

    • Click 2178 (All attributes) to see all attributes of the sections you selected.

    • Click 2204 (Attributes with different values) to see only the attributes that are different across the drifts.

    • Click 2148 (Attributes with the same values) to see only the attributes that are the same across drifts.

  11. To limit the mode of the view, there are two buttons in the Resource button area.

    • Click 2022 (Details Mode) to see all details for an attribute.

    • Click 2025 (Exists Mode) to only see if an attribute exists compared to the base or not. This only applies to attributes that can have a Boolean property. For example, a user account exists or does not exist, or a piece of hardware that does or does not exist.

This creates a drift analysis. Download the data or create a report from your drift for analysis using external tools.

3.29. Creating a Drift Report for a Virtual Machine or Template

  1. Create the comparison to analyze.

  2. Click 2107 (Download).

  3. Click the output button for the type of report you want.

    • Click 2133 (Download drift report in text format) for a text file.

    • Click 2133 (Download drift report in CSV format) for a csv file.

    • Click 2134 (Download drift report in PDF format) for a PDF file.

3.30. Viewing Analysis History for a Virtual Machine or Template

Each time a SmartState Analysis is performed on a virtual machine, a record is created of the task. This information is accessed either from the virtual machine accordion or the virtual machine summary. Use this detail to find when the last analysis was completed and if it completed successfully. If the analysis resulted in an error, the error is shown here.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the item to view genealogy.

  3. Click on the item to view its Summary.

  4. From the Relationships area in the Summary, click Analysis History. A history of up to the last 10 analyses is displayed.

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  5. Click on a specific analysis to see its details.

3.31. Viewing Disk Information for a Virtual Machine or Template

Each time a SmartState Analysis is performed on a virtual machine or template, information on the disks associated with the item is collected. This includes free and used space information as well as the type of disk and file system.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click on the item to view its Summary.

  3. From Datastore Allocation Summary, click Disks.

A list of the disks for the item with type, file system, size, and usage information is displayed.

3.32. Reconfiguring Virtual Machines (VMware and Red Hat Virtualization Virtual Machines Only)

Memory, processors, and disks can be reconfigured on existing VMware and Red Hat Virtualization virtual machines using the Reconfigure this VM button.

The following restrictions apply to adding and removing Red Hat Virtualization virtual machine disks:

  • Supported by Red Hat Virtualization 4.0 and above.

  • Only a single bootable disk is supported.

  • The virtual machine requires at least one existing disk to allow adding additional disks. This is because the destination storage cannot be specified from the ManageIQ dialog, so the storage associated with the existing disk is reused.

3.32.1. Adding a Disk to a Virtual Machine

A disk can be added to a VMware or Red Hat Virtualization virtual machine with the following steps:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Select the target virtual machine.

  3. Click 1847 (Configuration), and then 1851 (Reconfigure this VM).

  4. Click Add Disk.

  5. Specify the disk type, mode, size, and dependency options.

  6. Click Submit.

After the disk has been added, you can view the new disk by navigating to Compute  Infrastructure  Virtual Machines. . Open the target virtual machine, then click Devices to view the new disk.

3.32.2. Removing a Virtual Machine Disk

A disk can be removed from a VMware or Red Hat Virtualization virtual machine with the following steps:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Select the target virtual machine.

  3. Click 1847 (Configuration), and then 1851 (Reconfigure this VM).

  4. Click Delete next to the disk to remove.

  5. Click Submit.

3.32.3. Increasing or Decreasing a Virtual Machine’s Memory Size

You can increase or decrease a VMware or Red Hat Virtualization virtual machine’s memory size with the following steps:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Select the target virtual machine.

  3. Click 1847 (Configuration), and then 1851 (Reconfigure this VM).

  4. Select Yes next to Memory to show memory options.

  5. Specify the desired memory size and units (MB or GB).

  6. Click Submit.

The memory add request is then processed for the virtual machine.

3.32.4. Reconfigure a Virtual Machine’s Processors

You can reconfigure a VMware or Red Hat Virtualization virtual machine’s processors with the following steps:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Select the target virtual machine.

  3. Click 1847 (Configuration), and then 1851 (Reconfigure this VM).

  4. Select Yes next to Processors to show processor options.

    Reconfigure processor

  5. Specify the number of sockets and the number of cores per socket. The reconfiguration screen will calculate the Total Processors.

  6. Click Submit.

The virtual machine’s processors are then reconfigured.

3.33. Viewing Event Logs for a Virtual Machine or Template

Using an Analysis Profile, collect event log information from your virtual machines.

See "Setting a Default Analysis Profile" in General Configuration.

This feature is only available for Windows.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click the accordion for the item to view event logs.

  3. Click on the item to view its Summary.

  4. From Diagnostics click Event Logs.

The collected event log entries are displayed. Sort this list by clicking on the column headers.

3.34. VNC and SPICE Consoles

A console is a graphical window that allows you to view the start up screen, shut down screen, and desktop of a virtual machine, and to interact with that virtual machine in a similar way to a physical machine.

Before opening a console for a virtual machine, you must first configure console access at a network layer, and then configure the browser plug-in and certificate for the virtual machine console.

ManageIQ offers the following support for HTML5-based VNC and SPICE consoles:

  • VNC and SPICE consoles for Red Hat Enterprise Virtualization Manager with websocket proxy

  • VNC consoles for VMware with websocket proxy

  • VNC consoles for OpenStack using OpenStack-supplied websocket proxy

All of the above make use of the websocket protocol supported by all recent versions of browsers, and can use SSL to encrypt the websocket connection.

OpenStack

ManageIQ only makes an API call to get the URL for the console and open that console in a web browser; see Directly Connect to a VNC Console in the Red Hat OpenStack Platform Instances and Images Guide for more details.

Red Hat Enterprise Virtualization Manager and VMware

By default, the websocket connection runs over HTTPS or HTTP based on how the application was accessed. Under an appliance, you will most likely use HTTPS, and, therefore, the websocket connection will be wss:// (websocket with SSL).

When configuring Red Hat Virtualization Manager for virtual machine console access, set the display type for each virtual machine to noVNC or SPICE HTML5. For more information on configuring console options, see Configuring Console Options in the Red Hat Virtualization Virtual Machine Management Guide.

3.34.1. Configuring Console Access to VMware ESXi Hosts At A Network Layer

When configuring access to the VNC or HTML5 console, make sure that at a network layer:

  • All VNC ports (5900-6000) are opened from the machine on which you access the ManageIQ Console to the ManageIQ.

  • All VNC ports (5900-6000) are opened from the ManageIQ to each VMware ESXi host running virtual machines that you want to access.

  • The firewall on VMware ESXi hosts is enabled and that the VMware ESXi host firewall ports are opened.

  • The VNC service (gdbserver) is running and that the gdbserver service has an association with ports 5900-6000 usually defined with a /etc/vmware/firewall/service.xml firewall rules configuration.

    The gdbserver ruleset must be enabled on each ESXi host running virtual machines that will be accessed through the HTML5 console or VNC console on the ManageIQ. The ruleset can be configured on the host itself, or using the VMware vCenter web user interface.

The following procedures apply to VMware vCenter 5.0 and later.

Using SSH to Configure VMware ESXi Hosts to Enable Console Access

Configure the gdbserver ruleset on the host using SSH.

  1. Access the host:

    # ssh host@example.com

  2. Set the gdbserver parameter:

    # esxcli network firewall ruleset set --ruleset-id gdbserver --enabled true

  3. Confirm that the ruleset is active:

    # esxcli network firewall ruleset list
Using the VMware vCenter Web Interface to Configure ESXi Hosts to Enable Console Access

Configure the gdbserver ruleset on the host using the VMware vCenter web user interface.

  1. Select the ESXi host in the VMware vCenter web interface.

  2. Click the Manage tab.

  3. Click the Settings sub tab.

  4. Click System  Security Profile from the list on the left.

  5. Click Edit.

  6. Select the gdbserver ruleset, and then click OK.

Configuring the VMware ESXi Host Firewall Ports for Console Access

Follow these steps to configure the VMware ESXi host firewall ports for HTML5 or VNC console access to guest virtual machine consoles. The firewall ports must be enabled on each VMware ESXi host running virtual machines that will be accessed through the HTML5 or VNC console on the ManageIQ.

  1. Log in to your vSphere Client and select Home  Inventory  Hosts and Clusters.

  2. In the Hosts/Clusters tree view, select the VMware ESXi host you want to configure for HTML5 or VNC console access.

  3. Select the Configuration tab and open the Software box.

  4. Select Security Profile.

  5. Navigate to the Firewall Properties dialog window by selecting the Properties link from the Firewall section.

  6. In the Firewall Properties, scroll down to GDB Server and select it.

  7. Click OK.

3.34.2. Configuring the Browser Plug-in for a Virtual Machine Console

This section only applies to using the VMware MKS or VMware VMRC browser plug-ins for accessing a virtual machine console. It does not apply to access through the HTML5 console.

To use a browser plug-in for accessing a virtual machine console, you must have installed VNC on the machine on which you access the ManageIQ Console and installed either the VMware MKS plug-in or the VMware VMRC plug-in in your browser.

  1. From the settings menu, select Configuration.

  2. Click on the Settings accordion, then click Zones.

  3. Click the zone where the ManageIQ server is located.

  4. Click on the server.

  5. Click the Advanced tab.

  6. Under the server configuration parameter, add the following line:

    remote_console_type: console

    Replace console with the browser plug-in that you have set up. Valid values are mks and vmrc.

  7. Click Save.

3.34.3. Opening a Console for a Virtual Machine

Open a web-based VNC or SPICE console for a virtual machine.

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Click on the virtual machine that you want to access.

  3. Click 6664 (Open a web-based VNC or SPICE console for this VM).

The virtual machine console opens in a new tab in your browser.

3.35. Managing Virtual Machine Snapshots (Red Hat Virtualization Virtual Machines Only)

A snapshot is a view of a virtual machine’s operating system and applications on any or all available disks at a given point in time. Take a snapshot of a virtual machine before you make a change to it that may have unintended consequences. You can use a snapshot to return a virtual machine to a previous state.

The procedures in this section apply to Red Hat Virtualization virtual machines only. View virtual machines by infrastructure providers by navigating to Compute  Infrastructure  Providers.

For more information on virtual machine snapshots in Red Hat Virtualization, see Snapshots in the Virtual Machine Management Guide.

3.35.1. Creating a Virtual Machine Snapshot

To create a snapshot of a virtual machine:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Select the target virtual machine, and open it to view its details.

  3. Under Properties, click Snapshots to show information about the virtual machine’s snapshots.

  4. Click plus green(Create a new snapshot for this VM).

  5. Enter snapshot details in Description.

  6. (Optional) Select Snapshot VM memory for the snapshot to preserve the virtual machine’s current runtime state. This option will appear only if the VM Power State is 2143(On).

  7. Click Create.

3.35.2. Deleting a Virtual Machine Snapshot

To delete a virtual machine snapshot:

  1. Navigate to Compute  Infrastructure  Virtual Machines.

  2. Select the target virtual machine, and open it to view its details.

  3. Under Properties, click Snapshots to show information about the virtual machine’s snapshots.

  4. Select the snapshot to delete under Available Snapshots.

  5. Click 1861 and select Delete Selected Snapshot.

  6. Click OK.

3.35.3. Reverting a Virtual Machine to a Snapshot

A virtual machine can be reverted to a previous state using a snapshot.

The virtual machine state must be powered off for the Revert to selected snapshot option to be available.

To revert a virtual machine to a snapshot:

  1. Power the virtual machine off.

  2. Navigate to Compute  Infrastructure  Virtual Machines.

  3. Select the target virtual machine, and open it to view its details.

  4. Under Properties, click Snapshots to show information about the virtual machine’s snapshots.

  5. Select the snapshot to revert to under Available Snapshots.

  6. Click revert icon(Revert to selected snapshot).

  7. Click OK.

4. Resource Pools

Resource pools are used to allocate CPU and memory across a group of virtual machines.

4.1. Removing a Resource Pool

If a resource pool is decommissioned or requires troubleshooting, it might require removal from the VMDB.

  1. Navigate to Compute  Infrastructure  Resource Pools.

  2. Click on the resource pool to remove.

  3. Click 1847 (Configuration), and then 1861 (Remove from the VMDB).

  4. Click OK.

The resource pool is removed. The virtual machines remain in the VMDB, but are no longer associated with this resource pool.

4.2. Tagging a Resource Pool

Use tags to categorize a resource pool.

  1. Navigate to Compute  Infrastructure  Resource Pools.

  2. Click the resource pool to tag.

  3. Click 1941 (Policy), and then 1851 (Edit Tags).

  4. Select a customer tag from the first dropdown, and then a value for the tag.

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4.3. Viewing the Resource Pool Summary

Use the Resource Pool Summary to see the number of discovered virtual machines, the parent host, and the parent cluster. It is the default view when you click on one resource pool.

4.4. Resource Pools Accordion

Use the Resource Pools accordion to access the properties and objects associated with the resource pool.

  • Click Properties to view the Resource Pools summary screen.

  • Click Relationships to see the clusters, virtual machines, and hosts related to this resource pool.

5. Datastores

A storage location is considered a device where digital information resides and is connected to a resource. ManageIQ detects, analyzes, and collects capacity and utilization data for both VMFS and NFS datastores. Datastores connected to a provider are automatically created on discovery. On creation of a repository, a datastore is automatically created.

datastores

After detecting datastores, you might want to examine them more closely to see virtual machines, hosts, and available space.

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  1. File system type

  2. Number of hosts

  3. Number of virtual machines

  4. Available space

5.1. Performing SmartState Analysis on Datastores

Analyze a datastore to collect information on the types of files on a datastore, and to see the number of managed/registered, managed/unregistered, and unmanaged virtual machines. To perform a SmartState analysis, the datastore is accessible from a running host and valid security credentials are supplied for that host.

Be aware that executing a SmartState analysis on a datastore from the console takes a while to return data on the content. If capacity and utilization roles are enabled, ManageIQ performs the analysis automatically on a scheduled basis approximately every 24 hours.

  1. Navigate to Compute  Infrastructure  Datastores.

  2. Select the datastores to analyze.

  3. Click Configuration (Configuration), and then Perform SmartState Analysis (Perform SmartState Analysis).

  4. Click OK.

5.2. Viewing a Datastore

You can click on a specific datastore to view its details. The screen provides you with a datastore taskbar, virtual thumbnail, accordion, and summary.

Datastore Management Screen

view datastore new

  1. Datastore Taskbar: Choose between Configuration, Policy and Monitoring options for the selected datastore.

  2. Datastore Summary: See summary such as datastore properties, storage, VM information.

  3. Datastore PDF: Generates datastore summary in PDF format.

  4. Datastore Accordion: See details about Properties, Relationships, Storage Relationships and Content for the chosen datastore.

To view Content section details, run a SmartState Analysis on the datastore. For information on how to perform SmartState Analysis, see Performing SmartState Analysis on Datastores.

5.3. Tagging a Datastore

Use tags to categorize a datastore.

  1. Navigate to Compute  Infrastructure  Datastores.

  2. Click the datastore to tag.

  3. Click Policy (Policy), and then Edit Tags (Edit Tags).

  4. Select a customer tag from the first list, and then a value for the tag from the second list.

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  5. Select more tags as required.

  6. Click Save.

5.4. Viewing Capacity and Utilization Charts for a Datastore

You can view capacity and utilization data for a datastore.

ManageIQ requires network visibility to your provider assigned the server role of Capacity & Utilization Collector to enable this feature.

  1. Navigate to Compute  Infrastructure  Datastores, then click the Datastore for which to view Capacity and Utilization data.

  2. Click Monitoring (Monitoring), and then Utilization (Utilization).

  3. From Interval, select to view hourly or daily data points and the dates to view data.

  4. Use Show VM Types to include only managed/registered, managed/unregistered, or unmanaged virtual machines.

    • Managed/Registered VM - A virtual machine connected to a host and exists in the VMDB. Also, a template connected to a management system and exists in the VMDB.

      Templates cannot be connected to a host.

    • Managed/Unregistered VM - A virtual machine or template that resides on a repository that is no longer connected to a management system or host, but exists in the VMDB. A virtual machine previously considered registered might become unregistered if the virtual machine is removed from management system inventory.

    • Not Managed - Files discovered on a datastore that do not have a virtual machine associated with them in the VMDB. These files might be registered to a management system that ManageIQ does not have configuration information. Possible causes might be the management system has not been discovered or the management system has been discovered but no security credentials are provided.

  5. Use Time Profiles to select a time range for the data.

Daily charts only include full days of data. If a day does not include all the 24 data points for a day, the data does not show for that day.

For information about data optimization including utilization trend reports, see [data-optimization].

5.5. Removing a Datastore

If a datastore no longer contains any files associated with the virtual environment, remove it from the VMDB. This button is enabled only if a datastore is completely empty.

  1. Navigate to Compute  Infrastructure  Datastores.

  2. Click on the Datastore to remove.

  3. Click Configuration (Configuration), and then Remove Datastore (Remove Datastore).

  4. Click OK.

6. PXE Servers

PXE servers are used by ManageIQ to bootstrap virtual machines for the purpose of provisioning. They include images for different operating systems that can be customized using customization templates and are used in conjunction with IPMI Servers.

7. Availability Zones

An availability zone is a provider-specific method of grouping cloud instances and services. ManageIQ uses Amazon EC2 regions, OpenStack Nova zones, and Google Compute Engine regions as availability zones.

7.1. Viewing an Availability Zone

You can click on an availability zone to view its details. The screen provides you with an availability zone accordion and an availability zone summary page.

  • You can choose between graphical or text view of the datastore summary.

  • Use the availability zone accordion to view the Properties of the zone and its Relationships to other cloud resources.

  • Use the availability zone summary to see details on Relationships (Cloud Provider, Instances) and Smart Management (Company Tags).

7.2. Viewing Availability Zone Relationships

Use the availability zone accordion’s Relationship section to see items related to an availability zone.

  1. Navigate to Compute  Clouds  Availability Zones.

  2. Click the availability zone to view the configuration.

  3. From the availability zone accordion, click Relationships.

  4. Click the type of resource relationship to view as a list.

8. Tenants

A Tenant is an OpenStack term for an organizational unit or project. OpenStack uses tenants for the following reasons:

  • Assigning users to a project

  • Defining quotas for a project

  • Applying access and security rules for a project

  • Managing resources and instances for a project

This helps administrators and users organize their OpenStack environment and define limits for different groups of people. For example, one project might require higher quotas and another project might require restricted access to certain ports. OpenStack allows you to define these limits and apply them to a project.

ManageIQ can abstract information from tenants including quotas and relationships to other OpenStack objects.

To see multiple tenants in ManageIQ, the user authenticating to your OpenStack environment from ManageIQ must be configured to have visibility into these tenants.

8.1. Tenant Mapping

When adding an OpenStack cloud or infrastructure provider, you can enable tenant mapping in ManageIQ to map any existing tenants from that provider. This means ManageIQ will create new cloud tenants to match each of existing OpenStack tenants; each new cloud tenant and its corresponding OpenStack tenant will have identical user memberships, quotas, access/security rules, and resources assignments.

During a provider refresh, ManageIQ will also check for any changes to the tenant list in OpenStack. ManageIQ will create new cloud tenants to match any new tenants, and delete any cloud tenants whose corresponding OpenStack tenants no longer exist. ManageIQ will also replicate any changes to OpenStack tenants to their corresponding cloud tenants.

8.2. Viewing a Tenant

Click on a specific tenant to view its details. The screen provides you with a tenant accordion and a tenant summary.

  • Use tenant summary Views to change how you are looking at the Summary.

  • Use the tenant accordion to view the Properties of the tenant and its Relationships.

  • Use the tenant summary to see details on Relationships (Cloud Provider, Security Groups, Instances, and Images), Quotas (including all OpenStack Compute, Network, and Volume quotas) and Smart Management (Company Tags).

8.3. Viewing Tenant Relationships

Use the tenant accordion’s Relationship section to see items related to the tenant.

  1. Navigate to Compute  Clouds  Tenants.

  2. Click a tenant to view the configuration.

  3. From the tenant accordion, click Relationships.

  4. Click the type of Resource to see the flavor’s relationships.

9. Volumes

A volume is a block storage device that you can attach to an instance. In the Volumes tab, you can add a new cloud volume, or list all cloud volumes with information including each volume’s Name, Size, Status, Type, if it is Bootable, Availability Zones, and Cloud Provider. Click on a cloud volume to see a summary of the volume. On that screen, you can see which instance is currently using the volume under Relationships, and also see its snapshot. More importantly, you can attach or detach a cloud volume to an instance, and edit or delete a selected volume.

9.1. Adding a New Cloud Volume

  1. Navigate to Compute  Clouds  Volumes.

  2. Click 1847 (Configuration), then click 1862 (Add a new Cloud Volume).

  3. In Basic Information, enter Volume Name and Size (in gigabytes) of the volume.

  4. In Placement, select the instance you want to attach the volume to from the Cloud Tenant list.

  5. Click Add.

9.2. Attaching a Cloud Volume to an Instance

  1. Navigate to Compute  Clouds  Volumes.

  2. Select the cloud volume you want to attach to an instance.

  3. Click 1847 (Configuration), then click volume icon (Attach selected Cloud Volume to an Instance).

  4. Specify the instance you want to attach the selected cloud volume to from the Instance list.

  5. Specify the Device Mountpoint (optional).

  6. Click Attach.

9.3. Detaching a Cloud Volume from an Instance

  1. Navigate to Compute  Clouds  Volumes.

  2. Select the cloud volume you want to detach from an instance.

  3. Click 1847 (Configuration), then click volume icon (Detach selected Cloud Volume from an Instance).

  4. Select the instance you want to detach the selected volume from, from the Instance list.

  5. Click Detach.

9.4. Editing a Cloud Volume

  1. Navigate to Compute  Clouds  Volumes.

  2. Select the cloud volume you want to edit.

  3. Click 1847 (Configuration), then click 1851 (Edit selected Cloud Volume).

  4. Edit Volume Name.

  5. Click Save.

9.5. Deleting Cloud Volumes

  1. Navigate to Compute  Clouds  Volumes.

  2. Select the cloud volume you want to delete.

  3. Click 1847 (Configuration), then click 1861 (Delete selected Cloud Volumes). A warning pop-up window appears to confirm the action.

  4. Click OK.

10. Flavors

Flavors indicate the resource profiles available for instances. Each flavor contains a value set for CPUs, CPU cores and memory. Flavors allow you to pre-configure resource settings, which you can then apply during instance provisioning. You can also change the flavor of a provisioned instance; see Resizing an Instance for instructions.

ManageIQ provides the ability to view individual flavor information and instances currently using the flavor.

10.1. Viewing a Flavor

You can click on a specific flavor to view its details. The screen provides you with a flavor accordion and a flavor summary.

  • Use flavor summary views to change how you are looking at the summary.

  • Use the flavor accordion to view the Properties of the flavor and its Relationships.

  • Use the flavor summary to see details on Properties (CPUs, CPU Cores, Memory), Relationships (Cloud Provider, Instances), and Smart Management (Company Tags).

10.2. Viewing Flavor Relationships

Use the Relationship section in the flavor accordion to see items related to the flavor.

  1. Navigate to Compute  Clouds  Flavors.

  2. Click a flavor to view the configuration.

  3. From the flavor accordion, click Relationships.

  4. Click the type of resource to see the flavor’s relationships.

11. Security Groups

You can group instances using security groups to restrict port or IP address accessibility. Security groups are to be created from the cloud provider side and can be assigned to instances using ManageIQ instance provisioning.

Cloud providers that currently support this function include: Amazon EC2, OpenStack, and Red Hat Enterprise Virtualization.

11.1. Viewing Security Groups

This procedure describes how to view security groups.

  1. Navigate to Networks  Security Groups.

  2. Click the desired security groups for viewing the details.

    • In Properties, you can view the basic information of the security group.

    • In Relationships, you can view the cloud provider and the instances associated with the security group.

    • In Firewall Rules, you can view a list of ports and IP ranges that are accessible.

      This box is not available if you have not set any rules for your security group.

11.2. Tagging Security Groups

Apply tags to security groups to categorize them.

  1. Navigate to Networks  Security Groups.

  2. Select the security group to tag.

  3. Click 1941 (Policy), and then 1851 (Edit Tags).

  4. Select a customer tag to assign from the dropdown menu.

  5. Select a value to assign.

  6. Click Save.

12. Instances

The Instance container combined with the ability to analyze information inside each instance provides in-depth information across the cloud environment. This rich set of information enables ManageIQ users to improve problem resolution times and effectively manage instances in their cloud environment.

The Instances pages display all instances the server discovered from your cloud providers. The Instances taskbar is a menu driven set of buttons that provide access to functions related to instances.

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  1. History button

  2. Refresh screen button

  3. Taskbar

  4. Name search bar/Advanced Search button

  5. View buttons

  6. Download buttons

  7. Navigation bar

  8. Sort dropdown

  9. Main area in Grid View

  10. Cloud/Filter Navigation

Console uses Virtual Thumbnails to describe instances and images. Each thumbnail contains four quadrants by default. This allows you to glance at an instance for a quick view of its contents.

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  1. Top left quadrant: Operating system of the Instance

  2. Bottom left quadrant: Instance Cloud Provider

  3. Top right quadrant: Power state of Instance or Status icon

  4. Bottom right quadrant: Number of Snapshots for this Instance

Icon Description

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Template: Cloud Image

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Retired: Instance has been retired

2140

Archived: Instance has no provider or availability zone associated with it.

2141

Orphaned: Instance has no availability zone but does have a provider associated with it.

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Disconnected: Instance is disconnected.

2143

On: Instance is powered on.

2144

Off: Instance is powered off.

2145

Suspended: Instance has been suspended.

The Instances page has four accordions organizing your instances and images in different ways. All of these accordions share a set of common controls:

  • Use Instances by Provider and Images by Provider to view your instances and images organized by provider. In addition, you can see archived and orphaned items here.

  • Use the Instances to view, apply filters, and collect information about all of your instances.

  • Use Images to view, apply filters, and collect information about all of your images.

Through the console, you can view your instances in multiple ways:

  • Filter instances

  • Change views

  • Sort

  • Create a report

  • Search by Tags

  • Search by collected data

12.1. Filtering Instances and Images

The Instance Filter accordion is provided so that you can easily navigate through groups of instances. You can use the ones provided or create your own through Advanced Filtering capabilities.

12.1.1. Using an Instance or Image Filter

  1. Navigate to Compute  Clouds  Instances.

  2. Click on the Instances or Images accordion.

  3. Click on the desired filter from the left pane.

12.1.2. Creating an Instance or Image Filter

  1. Navigate to Compute  Clouds  Instances.

  2. Go to the Instances or Images accordion.

  3. Click All Instances or All Images, then click 2125 (Advanced Search) to open the expression editor.

  4. Use the expression editor to choose the appropriate options for your criteria. Based on what you choose, different options will show.

    • For all of the types of searches, you have the options of creating an alias and requested user input. Select Use Alias to create a user friendly name for the search. If you are requested user input for the search, this text will show in the dialog box where the input is requested.

    • Click Field to create criteria based on field values.

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    • Click Count of to create criteria based on the count of something, such as the number of snapshots for an instance, or the number of instances on a host.

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    • Click Tag to create criteria based on tags assigned to your virtual infrastructure, such as for power states or production tagging.

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    • Click Find to seek a particular value, and then check a property.

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  5. Click 1863 (Commit Expression Element Changes) to add the expression.

  6. Click Save.

  7. Type in a name for the search expression in Save this Instance search as. To set the filter to show globally, check Global Search.

  8. Click Save.

The filter is saved and shows in the My Filters area of the Filter accordion. If you checked Global Search, the filter shows there.

12.1.3. Loading a Report Filter or Search Expression

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the items to search (either Instances or Images).

  3. Click 2125 (Advanced Search) to open the expression editor.

  4. Click Load.

  5. Select either a saved instance search or an instance report filter.

    The set of items to select will depend on the type of resource you are searching.

  6. Click Load to load the search expression.

  7. If you want to edit the expression, click on it and make any edits for the current expression.

    • Click 1863 (Commit expression element changes) to add the changes.

    • Click 1899 (Undo the previous change) to remove the change you just made.

    • Click 1900 (Redo the previous change) to put the change that you just made back.

    • Click 1901 (AND with a new expression element) to create a logical AND with a new expression element.

    • Click 1902 (OR with a new expression element) to create a logical OR with a new expression element.

    • Click 1903 (Wrap this expression element with a NOT) to create a logical NOT on an expression element or to exclude all the items that match the expression.

    • Click 1904 (Remove this expression element) to take out the current expression element.

  8. Click Load.

  9. Click Apply.

12.2. Changing Views for Instances and Images

While you can set the default view for different pages from the settings menu, then Configuration  My Settings  Default Views, the current view can also be controlled from the Instances pages.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the items to view.

  3. Click the appropriate button for the desired view.

    • Click 2020 for Grid View.

    • Click 2021 for Tile View.

    • Click 2022 for List View.

12.3. Sorting Instances and Images

Virtual machines and images can be sorted by Name, Availability Zone, Flavor, Cloud Provider, Compliant, Last Analysis Time, and Region.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the desired items to sort.

  3. To sort instances or images when in grid or tile view:

    • From the Sort by dropdown, click the attribute to sort.

  4. To sort instances or images when in list view:

    • Select the List View.

    • Click on the Column Name to sort. For example, click on Availability Zone to sort by the name of the availability zone.

12.4. Creating an Instance or Image Report

For a listing of instances and images, you can create a quick report in CSV, TXT, or PDF formats.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the desired items for report creation.

  3. Click 2107(Download).

    • Click 2133 for a TXT file.

    • Click 2133 for a CSV file.

    • Click 2134 for a PDF file.

12.5. Searching for Instances or Images

To the right of the taskbar on the Instances page, you can enter names or parts of names for searching. You can search in the following ways.

  • Type characters that are included in the name. For example, if you type sp1, all Instances whose names include sp1 appear, such as Windows2003 and Sp1clone.

  • Use * at the end of a term to search for names that begin with specific characters. For example, type v* to find all instances whose names begin with the letter v.

  • Use * at the beginning of a term to search for names that end with specific characters. For example, type *\sp2 to find all instances whose names end with sp2.

  • Erase all characters from the search box to go back to viewing all instances.

Search for instances and images:

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the desired items to search.

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  3. In the Name Filter bar in the upper right corner of the window, type your criteria.

  4. Click 2135(Search by Name within results) or press Enter.

  5. Type in other criteria to filter on what is currently displayed.

  6. Click 2135 (Search by Name within results) or press Enter.

12.6. Analyzing Instances and Images with SmartState Analysis

Analyze an instance to collect metadata such as user accounts, applications, software patches, and other internal information. If ManageIQ is not set up for automatic analysis, perform a manual analysis of an instance. To perform a SmartState Analysis, ManageIQ requires a running SmartProxy with visibility to the instance’s storage location so that a snapshot can be created.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the items to analyze.

  3. Check the instances and images to analyze.

  4. Click 1847 (Configuration), and then 1942 (Perform SmartState Analysis) on the taskbar.

  5. Click OK.

Restrictions on Displaying Files Collected
Non-Displayable File Types

  • File size bigger than 20k characters

  • File with missing name

  • Non MIME .conf file, with non ascii characters

  • Non MIME .conf file, without content

  • MIME .exe binary file

Displayable File Types

  • MIME .txt non binary file

  • Non MIME .conf ascii file

SmartState Analysis for instances runs as a process independent from providers. For example, a successful SmartState Analysis of a host does not mean SmartState Analysis for instances will be successful. Ensure to enter credentials for the provider that contains the instance for the SmartState Analysis to work.

12.7. Comparing Instances and Images

You can compare multiple instances in ManageIQ server. This allows you to see how different instances are from their original image. This helps detect missing patches, unmanaged user accounts, or unauthorized services.

Use the comparison feature to:

  • Compare multiple instances from different hosts

  • Compare multiple instances side-by-side

  • Quickly see similarities and differences among multiple instances and a base

  • Narrow the comparison display to categories of properties

  • Print or export in the comparison results to a PDF or CSV file

Compare instances and images:

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the items to analyze.

  3. Click the checkboxes for the items to compare.

  4. Click 1847 (Configuration), and then 2148 (Compare Selected items). The comparison displays in a compressed view with a limited set of properties listed.

  5. To delete an item from the comparison, click 1861(Remove this VM from the comparison) at the bottom of the items column.

  6. To view many items on one screen, go to a compressed view by clicking 2024 (Compressed View). To return to an expanded view, click 2023 (Expanded View).

  7. To limit the mode of the view, there are two buttons in the task bar.

    • Click 2022 (Details Mode) to see all details for an attribute.

    • Click 2025 (Exists Mode) to limit the view to if an attribute exists compared to the base or not. This only applies to attributes that can have a boolean property. For example, a user account exists or does not exist, or a piece of hardware that does or does not exist.

  8. To change the base instance that all the others are compared to, click its label at the top of its column.

  9. To go to the summary screen for an instance, click its Virtual Thumbnail or icon.

12.7.1. Creating an Instance Comparison Report

Output a the data from a comparison report in TXT, CSV or PDF formats.

  1. Create the comparison for the report.

  2. Click 2107 (Download).

    • Click 2133 for a TXT file.

    • Click 2133 for a CSV file.

    • Click 2134 for a PDF file.

12.8. Refreshing Instances and Images

Refresh your instances to get the latest data the provider can access. This includes information such as the power state, container, and hardware devices attached to the instance.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the desired items to analyze.

  3. Click the checkboxes for the items to refresh.

  4. Click 1847 (Configuration), and then 2003(Refresh Relationships and Power States) on the Instance Taskbar.

12.9. Extracting Running Processes from Instances and Images

ManageIQ can collect processes running on Windows instances. To do this, enter domain credentials for the zone where the instance is located. The instance must be running and must have an IP address in the VMDB, usually obtained from a SmartState Analysis.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the checkboxes for the instances to collect processes.

  3. Click 1847 (Configuration), and then 2152(Extract Running Processes) on the taskbar.

  4. Click OK.

12.10. Setting Ownership for Instances and Images

You can set the owner of a group of instances and images by either individual user or group. This allows you an additional way to filter and can be used to enforce quotas.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the items to change.

  3. Click the checkboxes for the items to set ownership.

  4. Click 1847 (Configuration), and then 2155 (Set Ownership) on the Instance Taskbar.

  5. From the Select an Owner dropdown, select a user.

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  6. From the Select a Group dropdown, select a group

  7. Click Save.

12.11. Removing Instances and Images from the VMDB

If an instance has been decommissioned or you need to perform some troubleshooting, you might need to remove a specific instance from the VMDB. This does not however remove the instance or image from its provider.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the items to remove.

  3. Click the checkboxes for the items to remove.

  4. Click 1847 (Configuration), and then 1861 (Remove from the VMDB) button.

  5. Click OK.

12.12. Tagging Instances and Images

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the items to tag.

  3. Click the checkboxes for the items to tag.

  4. Click 1941 (Policy), and then 1851 (Edit Tags).

  5. Select a customer tag from the first dropdown, and then a value for the tag.

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  6. Click Save.

12.13. Reviewing an Instance or Image

After viewing your list of instances and images, click on a specific item to review a Summary screen of it. The Summary screen provides you with a Virtual Thumbnail and a Taskbar.

  • Use the Taskbar to perform actions on the selected item.

  • Use Summary Views to change the view type of the summary screen.

  • Use Virtual Thumbnails for a quick glance at the item.

  • Use the Summary screen to see a quick summary of the attributes of the item.

12.14. Viewing Running Processes after Collection

  1. Click an instance with collected processes.

  2. From the Diagnostics area, click Running Processes.

The most recent collection of running processes is displayed. Sort this list by clicking on the column headers.

12.15. Editing Instance or Image Properties

Edit the properties of an instance or image to set parent and child instances. SmartState Analysis also can detect this.

  1. From Compute  Clouds  Instances.

  2. Click the accordion for the items to edit.

  3. Click the item to edit properties.

  4. Click 1847 (Configuration), and then 1851(Edit this Instance or Edit this Image) on the Taskbar.

  5. From the Parent Instance dropdown, select the parent instance.

  6. From Child Instance selection, select instances that are based on the current instance from the list of Available Instances.

  7. Click Save.

12.16. Controlling the Power State of an Instance

Follow this procedure to control the power states of an instance through the ManageIQ console.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the instance to change the power state.

  3. Click Power Operations, then click the button for the desired power operation.

    • Click 1999 (Start) to start the selected instances.

    • Click 2000 (Terminate) to terminate the selected instances.

    • Click 2004 (Suspend) to suspend the selected instances.

    • Click 2001 (Reset) to reset the selected instances.

    • Click 2002 (Stop Guest) to stop the guest operating system.

    • Click 2003 (Restart Guest) to restart the guest operating system.

  4. Click OK.

Google Compute Engine instances are limited to the following power options: Start, Stop, and Terminate.

12.17. Right Sizing an Instance

ManageIQ uses collected statistics to recommend the best size for an instance. ManageIQ uses the information from the Normal Operating Range to calculate the recommendations.

  1. Navigate to Compute  Clouds  Instances.

  2. Click an instance for right-sizing.

  3. Click 1847 (Configuration), and then 2163 (Right-Size Recommendations) button.

A new page appears with three levels of Memory and CPU recommendations, Conservative, Moderate, and Aggressive, next to the Normal Operating Range statistics.

12.18. Resizing an Instance

ManageIQ allows you to resize an existing, active instance by changing its flavor. This is only possible if your OpenStack deployment has:

  • At least two Compute nodes, or with resizing to the same host enabled

  • Enough capacity to support the needs of the new flavor

Keep in mind that the instance will undergo a controlled shutdown when you change its flavor.

For more information about the requirements and underlying OpenStack process involved, see Resize an Instance in the Red Hat OpenStack Platform Instances and Images Guide.

To resize an instance through ManageIQ:

  1. Navigate to Compute  Clouds  Instances.

  2. Click the instance whose flavor you want to change.

  3. Click 1847 (Configuration), and then 1851 (Reconfigure this Instance).

  4. In the Reconfigure Instance section, select the new flavor you want from the Choose Flavor dropdown.

  5. Click Submit. Doing so will initiate the flavor change, and it might take several minutes before ManageIQ verifies whether the change was successful.

See Flavors and Manage Flavors in the Red Hat OpenStack Platform Instances and Images Guide for more information.

12.19. Migrating a Live Instance

Live migration involves moving a live instance between Compute nodes. Live migration is useful for avoiding instance downtime during cloud maintenance or load management. See How to Migrate a Live Instance in the Red Hat OpenStack Platform Migrating Instances guide for details on the underlying OpenStack process.

To migrate a live instance:

  1. Navigate to Compute  Clouds  Instances.

  2. On the right pane, click the instance to be migrated. Use the Instances by Provider accordion to filter instances by provider and/or availability zone.

  3. Click 2007(Lifecycle), then 2097 (Migrate selected Instance).

  4. On the Migrate Instance section, select your preferred migration options:

    • Auto-select Host?: let the OpenStack provider automatically choose a destination Compute node. If you prefer to choose a specific node, uncheck this option and choose from the Destination Host dropdown.

    • Block Migration: check this option to perform a block-based migration. With this migration, the entire virtual machine image is moved from the source node to the destination node. If your OpenStack provider uses shared storage, leave this option unchecked. See Prerequisites in the Red Hat OpenStack Platform Migrating Instances guide for related information.

    • Disk Over Commit: check this option to prevent the OpenStack provider from verifying first whether the destination host has available disk space to host the instance.

  5. Click Submit.

Once the migration initiates, the instance list will reload with a message indicating that the selected instance is being migrated. Upon completion, the instance list will reload and the evacuated instance will be displayed as 2143 (On).

12.20. Evacuating an Instance

If a Compute node is shut down, you can evacuate instances hosted on it. This is only useful if the instances use shared storage or block storage volumes. See Evacuate Instances in the Red Hat OpenStack Platform Instances and Images Guide for details on the underlying OpenStack process.

To evacuate an instance:

  1. Navigate to Compute  Clouds  Instances.

  2. On the right pane, click the instance to be evacuated. Use the Instances by Provider accordion to filter instances by provider and/or availability zone.

  3. Click 2007(Lifecycle), then 2097(Evacuate selected Instance).

  4. On the Evacuate Host section, select your preferred evacuation options:

    • Auto-select Host?: let the OpenStack provider automatically choose a destination Compute node. If you prefer to choose a specific node, uncheck this option and choose from the Destination Host dropdown.

    • On Shared Storage: leave this checked to indicate that all instance files are on shared storage.

  5. Click Submit.

Once the evacuation initiates, the instance list will reload with a message indicating that the selected instance is being evacuated. Upon completion, the instance list will reload and the evacuated instance will be displayed as 2143 (On).

12.21. Viewing Capacity and Utilization Charts for an Instance

View capacity and utilization data for instances that are part of a cluster.

You must have a server with network visibility to your provider assigned the server role of Capacity & Utilization Collector to use this feature. For more information, see General Configuration.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion to view capacity data.

  3. Click the item to view.

  4. Click 1994 (Monitoring), and then 1994 (Utilization) on the taskbar.

  5. Select to view hourly, most recent hour, or daily data points for the dates to view data.

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  6. Select a Time Profile.

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Daily charts only include full days of data. This means ManageIQ does not show daily data for a day without a complete 24 data point range for a day.

12.22. Viewing the Instance or Image Timeline

View the timeline of events for an instance or image if registered to a host.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the instance to view the timeline.

  3. Click 1994 (Monitoring), and then 1995 (Timelines) on the taskbar.

  4. From Options, customize the period of time to display, and the types of events to view.

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    • Use the Interval dropdown to select hourly or daily data points.

    • Use Date to type the date of the timeline to display.

    • If viewing a daily timeline, use Show to set how many days back to go. The maximum history is 31 days.

    • The three Event Group dropdowns allow selection of different event groups to display. Each has its own color.

    • From the Level dropdown, select either a Summary event or a Detail list of events. For example, the detail level of a Power On event might include the power on request, the starting event, and the actual Power On event. If you select Summary, you only see the Power On event in the timeline.

  5. To see more detail on an item in the timeline, click on it. A balloon appears with a clickable link to the resource.

12.23. Viewing the Instance or Image Summary

When you click on a specific instance or image, you will see the Virtual Thumbnail, and an operating system-specific summary screen of the item. Where applicable, click on a subcategory of the summary to see more detail on that section.

The summary page contains the following categories:

  • Properties include information such as the base operating system, hostname, IP addresses, instance vendor, cloud resources, and snapshots. This includes the ability to analyze multiple partitions, multiple disks, Linux logical volumes, extended partitions, and Windows drives. Some categories can be clicked on for additional detail. For example, click Container to view notes associated with an instance.

  • Lifecycle shows the date of discovery and the last analysis. If a retirement date or owner has been set, these display as well.

  • Relationships include information on the instance’s cloud provider, genealogy such as parent and child instances, and drift.

  • VMsafe shows properties of the VMsafe agent if it is enabled.

  • Compliance shows the status of system compliance checks and history of past checks.

  • Power Management displays the current power state, last boot time, and last power state change. State Changed On is the date that the instance last changed its power state. This is a container view of the power state, therefore a restart of the operating system does not cause the container power state to change and does not update this value.

  • Security includes information on users and groups.

  • Configuration includes information on applications, services, packages, init processes, and files. This section changes depending on the base operating system.

  • Diagnostics provides a link to viewing running processes and the information from the latest collected event logs.

  • Smart Management shows all tags assigned to this instance.

Performing a SmartState Analysis on an instance or image provides more detailed information in these categories.

12.24. Viewing User Information for an Instance or Image

ManageIQ’s SmartState Analysis feature returns user information. Explore the user to get details on the user’s account, including group memberships.

  1. Navigate to Compute  Clouds  Instances.

  2. Click on the instance or image to open its summary page.

  3. From the Security section of the summary page, click Users.

  4. Click the user to view details.

12.25. Viewing Group Information for an Instance or Image

ManageIQ’s SmartState Analysis feature returns group information. Explore the group to get a list of its users.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the item to view user information.

  3. Click on the item to view its Summary.

  4. From the Security section of the Instance Summary, click Groups.

  5. Click the group to view users.

12.26. Viewing Genealogy of an Instance or Image

ManageIQ detects the lineage of an instance. View an instance’s lineage and compare the instances that are part of its tree. This also allows tagging of instances that share genealogy.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the item to view genealogy.

  3. Click on the item to view its Summary.

  4. From the Relationships area in the Summary, click Genealogy.

12.27. Detecting Drift on Instances or Images

The configuration of an instance might change over time. Drift is the comparison of an instance to itself at different points in time. The instance needs to be analyzed at least twice to collect this information. Detecting drift provides you the following benefits:

  • See the difference between the last known state of a machine and its current state.

  • Review the configuration changes that happen to a particular instance between multiple points in time.

  • Review the association changes that happen to a particular instance between multiple points in time.

  • Review the classification changes that happen to an instance between two time checks.

  • Capture the configuration drifts for a single instance across a time period.

Detect drift on instances or images:

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the item to view drift.

  3. Click on the item to view its Summary.

  4. From the Relationships area in the Summary, click Drift History.

  5. Click the checkboxes for the analyses to compare.

  6. Click 1946 (Select up to 10 timestamps for Drift Analysis)] at the top of the screen. The results display.

  7. Check the Drift sections on the left to view in your comparison.

  8. Click Apply.

  9. The following descriptions pertain to the Expanded View 2023. Whether you see the value of a property or an icon representing the property depends on the properties type.

    • A property displayed in the same color as the base means the compared analysis matches the base for that property.

    • A property displayed in a different color from the base means the compared analysis does not match the base for that property.

  10. If you are in the Compressed View 2024, the values of the properties are not displayed. All items are described by the icons shown below.

    • A 2150 (checkmark) means that the compared analysis matches the base for that property. If you hover over it, the value of the property will display.

    • A 2177 (triangle) means the compared analysis does not match the base for that property. If you hover over it, the value of the property displays. Click the minus sign next to the sections name to collapse it.

  11. To limit the scope of the view, you have three buttons in the Resource button area.

    • Click 2178 (All attributes) to see all attributes of the sections you selected.

    • Click 2204 (Attributes with different values) to see only the attributes that are different across the drifts.

    • Click 2148 (Attributes with the same values) to see only the attributes that are the same across drifts.

  12. To limit the mode of the view, there are two buttons in the Resource button area.

    • Click 2022 (Details Mode) to see all details for an attribute.

    • Click 2025 (Exists Mode) to only see if an attribute exists compared to the base or not. This only applies to attributes that can have a Boolean property. For example, a user account exists or does not exist, or a piece of hardware that does or does not exist.

This creates a drift analysis. Download the data or create a report from your drift for analysis using external tools.

12.28. Creating a Drift Report for an Instance or Image

  1. Create the comparison to analyze.

  2. Click 2107 (Download).

  3. Click the output button for the type of report you want.

    • Click 2133 (Download drift report in text format) for a text file.

    • Click 2133 (Download drift report in CSV format) for a csv file.

    • Click 2134 (Download drift report in PDF format) for a PDF file.

12.29. Viewing Analysis History for an Instance or Image

Each time a SmartState Analysis is performed on an instance, a record is created of the task. This information is accessed either from the instance accordion or the instance summary. Use this detail to find when the last analysis was completed and if it completed successfully. If the analysis resulted in an error, the error is shown here.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the desired item to view analysis history.

  3. Click on the item to view its summary.

  4. From the Relationships area in the summary, click Analysis History. A history of up to the last 10 analyses is displayed.

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  5. Click on a specific analysis to see its details.

12.30. Viewing Event Logs for an Instance or Image

Using an Analysis Profile, collect event log information from your instances.

See section "Setting a Default Analysis Profile" in General Configuration.

This feature is only available for Windows.

  1. Navigate to Compute  Clouds  Instances.

  2. Click the accordion for the item to view event logs.

  3. Click on the item to view its Summary.

  4. From Diagnostics click Event Logs.

The collected event log entries are displayed. Sort this list by clicking on the column headers.

13. Orchestration Stacks

Navigate to Compute  Clouds  Stacks to see a list of orchestration stacks along with information such as Name, Provider, Type, Status, Instances, Security Groups, and Cloud Networks. Click on a stack to see more information about it, including properties, retirement date, and relationships with the cloud provider and instances. You can click on instances to see details of all instances the stack relates to.

13.1. Tagging Orchestration Stacks

Apply tags to orchestration stacks to categorize them together at the same time. . Navigate to Compute  Clouds  Stacks. . Select the orchestration stacks to tag. . Click Policy (Policy), and then Edit Tags (Edit Tags). . Select a customer tag to assign from the first list. . Select a value to assign from the second list. . Click Save.

13.2. Retiring Orchestration Stacks

You can either retire orchestration stacks on a set date, or retire them immediately.

To set a retirement date:

  1. Navigate to Compute  Clouds  Stacks.

  2. Select the orchestration stacks to retire on a set date.

  3. Click 2007(Lifecycle), and then Set Retirement Dates (Set Retirement Dates).

  4. On the Retire Orchestration Stacks page, set Retirement Date.

  5. Select Retirement Warning from the list. The default is None.

  6. Click Save.

Saving a blank date will remove all retirement dates.

To retire selected stacks immediately:

  1. Navigate to Compute  Clouds  Stacks.

  2. Select the orchestration stacks to retire now.

  3. Click 2007(Lifecycle), and then Retire selected Stacks (Retire selected Orchestration Stacks). A pop-up window appears to confirm the action.

  4. Click OK.

13.3. Removing Orchestration Stacks

  1. Navigate to Compute  Clouds  Stacks.

  2. Select the orchestration stacks to remove from the VMDB. A warning pop-up window appears to confirm the action.

  3. Click Configuration (Configuration), and then Remove Orchestration Stacks (Remove Stacks from the VMDB).

  4. Click OK.

14. Key Pairs

This tab lists key pairs and fingerprints for all cloud providers. Click on a key pair to see a summary and its relationship with instances. On this screen, click on instances to see details of all instances the key pair relates to. You can use the key pairs added during provisioning instances.

Adding a new key pair is currently only supported for OpenStack.

14.1. Adding a New Key Pair

  1. Navigate to Compute  Clouds  Key Pairs.

  2. Click 1847 (Configuration), then click 1862 (Add a new Key Pair).

  3. In Basic Information, enter a Name and the Public Key (optional) generated using ssh-keygen command.

  4. Select your OpenStack provider from the Provider list.

  5. Click Add.

14.2. Removing a Key Pair

  1. Navigate to Compute  Clouds  Key Pairs.

  2. Select the key pair you want to remove from the key pairs list. Or, click on the key pair to see the instances it relates to.

  3. Click 1847 (Configuration), then click 1861 (Remove selected Key Pairs). A warning appears to confirm the action.

  4. Click OK.

15. Object Stores

Navigate to Storage  Object Stores to see a list of all cloud object stores along with information including Key, Size (bytes), Object Count, Cloud Tenant, and Cloud Provider. Click on an object store to see its properties and relationships with the cloud provider, tenant, and object store on the summary page.

15.1. Tagging Object Stores

Apply tags to object stores to categorize them together at the same time.

  1. Navigate to Storage  Object Stores.

  2. Select the object stores to tag.

  3. Click Policy (Policy), and then Edit Tags (Edit Tags).

  4. Select a customer tag to assign from the first list.

  5. Select a value to assign from the second list.

  6. Click Save.

16. VMware Networking Switches

After adding a VMware provider, ManageIQ automatically discovers all vSphere distributed switches (vDS) on that provider and collects the information in the ManageIQ inventory.

Navigate to Compute  Infrastructure  Networking to see a list of all VMware switches, along with information including Name, Ports, and UUID. Switches and port groups are listed by provider, then cluster on the sidebar.

Click on a switch to view its summary page, which displays relationships with hosts, and any tags.

16.1. Tagging VMware Networking Switches

Use tags to categorize vSphere distributed switches.

  1. Navigate to Compute  Infrastructure  Networking.

  2. Select the switches to tag.

  3. Click 1941 (Policy), and then 1851 (Edit Tags).

    VDS tagging

  4. Select a customer tag from the first dropdown, and then a value for the tag.

  5. Select more tags or click Save to apply the tags.