Installation roadmap for continuous compliance for servers

This topic provides a high-level description of the installation tasks required to implement the BMC Continuous Compliance for Servers solution, part of Compliance Automation. This topic provides the following information:

Step 1: Ensure required products are installed and operational

You do not have to install the products in any specific sequence, with the exception of the BMC BladeLogic Atrium Integration, which must be installed last.

Step 2: Review known issues

See Known issues and workarounds in continuous compliance for servers.

Step 3: Create BMC Remedy ITSM user accounts

After the initial installation procedures have been completed, you must create BMC Remedy ITSM user accounts.

To create and update change and incident tickets in BMC Remedy ITSM, you must create a BMC Remedy user account. The account:

• Is used to manage change and incident tickets
• Must have permission to create, modify, and delete change, task, and incident records
• Must be dedicated to the BMC Atrium Orchestrator, and not used by other users or applications
• Must have a logon ID of orchestrationuser

To create a BMC Remedy user account for the solution, complete the following steps:

1. Log in to the BMC Remedy ITSM system with administrative privileges.
2. From the IT Home page, click Application Administration Console.
3. Click Standard Configuration tab.
4. From the Configuration for company list, select your company.
5. Select People > Create.

6. Complete the fields on the User Account Creation (People) window as shown in the following table:
   User account creation (People) window fields

   Field	Description
   First Name	Enter Atrium as the first name for the user account.
   Last Name	Enter Orchestrator as the last name for the user account.
   Client type	Select a client type.
   Profile Status	Select Enabled.
   Client Sensitivity	Select Standard. For VIP, select No.
   Support Staff	Select Yes. Selecting Yes displays the Support Groups tab. Select the Change Management group that your incident and change templates use.
   Assignment Availability	Select Yes.
   Phone Number	Assign a phone number.
   Company	Select the company for the OA-Management integration.
   Site	Select a site.

7. Click the Login/Access Details tab, and complete the fields listed in the following table.
   Login/Access Details tab fields

   Field	Description
   Login ID	Enter the account name. For example, enter orchestrationuser, or a solution-specific ID if you are implementing multiple solutions (for example, ccnuser for Continuous Compliance for Networks).
   Password	Enter a password to use later for configuring the AR Server Adaptor in BMC Atrium Orchestrator.
   License Type	Select Fixed.
   Full Text License Type	Select None.
   Access Restrictions	Select Unrestricted Access.

8. Click Save.
9. Select Update Permission Groups.
10. In the Permission Group window, add the following permission groups with their associated License Type. The License Type must be set to Fixed, where applicable.
    • Administrator
    • Incident Master
    • Incident Config
    • Infrastructure Change Master
    • Task Manager
    • Infrastructure Change Config
    • Config Categorization Admin

    • Config Group Mapping Admin

      Note

      Adding the Incident Master permission group automatically adds Asset Viewer permission, which is a required permission.

11. Click Close and click Save.

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Step 4: Install the BMC Atrium Orchestrator content components

The BMC Atrium Orchestrator content installation program automates the installation of the adapters, modules, run books, BMC Remedy AR artifacts, and BMC Remedy ITSM templates that are required by the BMC Continuous Compliance for Server Automation solution.

List of items installed by the content installation program

The following section describes the artifacts that are installed by the BMC Atrium Orchestrator content installation program. For the BMC Continuous Compliance for Server Automation solution, the BMC Atrium Orchestrator content installation program installs the components shown in the following table. For information about how to use the silent installation to install components, see Using command-line options to install BMC Atrium Orchestrator content in the BMC Atrium Orchestrator Content documentation. 

To download the content installation program

The BMC Atrium Orchestrator content installation program is available for download from the BMC Electronic Product Distribution (EPD) website at http://webapps.bmc.com/epd. The secure BMC customer support website requires that you enter the username and password you received when you purchased the product.

The content installation program installs BMC Atrium Orchestrator content in Windows, Red Hat Linux, or Sun Solaris environments. When downloading the content installation files, verify that you download the right installation program for your environment.

To install the content

After you download the BMC Atrium Orchestrator content installation file, follow the installation instructions specific to your operating system platform. 

The BMC Atrium Orchestrator content installation program installs all of the dependent adapters and modules. It also verifies that you have the correct versions of BMC Remedy ARS, BMC Remedy ITSM, and BMC Atrium CMDB installed, and prompts you for the ITSM server configuration parameters and ITSM template fields where applicable. The BMC Atrium Orchestrator content installation program presents two installation paths from which you can choose. When installing BMC Atrium Orchestrator content for use with a solution, select the BSM Solutions installation path, which pre-selects the content components required for your solution.

When running the content installation program, you may see the following during component selection:

• A pre-selected and grayed-out component indicates that the installation program found an existing version of the adapter or module required for the solution on your system.
• A pre-selected component that is not grayed-out indicates that the installation program found an existing version of the adapter or module on your system. You can choose not to install that component during the solution installation by clearing the check box, because it is not required for the solution. The content installation program proceeds with the installation, and installs the latest version of the selected components.

To install the BMC Atrium Orchestrator content for BSM Solutions:

1. Run the BMC Atrium Orchestrator content installation file.
2. On the Welcome panel, click Next.
3. On the License Agreement panel, agree to the terms of the license and click Next.
4. On the Directory Selection panel, click Next to accept the default installation path, or click Browse to select a different location and click Next.
5. On the Installation Type panel, select BSM Solutions, and click Next.

6. On the Repository Communications Settings panel, enter the repository settings, and click Next:

   Setting	Default value
   Web Server Protocol	http
   Host Name or IP Address
   Web Server Port Number	8080 HTTP port number on the computer where the repository is installed
   Repository User	admin
   Repository Password

7. On the Solution feature selection panel, select BMC Continuous Compliance for Server Automation, and then click Next. The installation program pre-selects the required base and BMC application adapters on the Adapter feature selection panel.
8. On the Adapter feature selection panel, click Next to accept the defaults. The installation program pre-selects the required operations actions (OA) management modules on the Module feature selection panel.

9. On the Module feature selection panel, click Next.

   Note

   The Remedy Integration panel provides an option to install BMC Remedy ITSM artifacts. By default, the Install ITSM objects option is selected.

10. Perform one of the following actions:

    • To continue installing the solution and install BMC Remedy ITSM artifacts, configure the Remedy integration settings.

      ITSM settings	Value
      Host name	Type the name or IP address of the computer running the Remedy ITSM service.
      Port number	Select Port mapper or assign a specific port of the computer running the BMC Remedy ITSM service (if known). Note: If the BMC Remedy AR server is configured to use a port mapper, the port number should be set to 0. If the BMC Remedy AR server is configured to use a specific port number to receive requests, assign that specific port number.
      User name	Type the Remedy ITSM administrator log on user name. For example, orchestrationuser.
      Password	Type the Remedy ITSM administrator log on password.

    • To continue installing the solution without installing BMC Remedy ITSM artifacts, clear the Install ITSM objects option.

11. Click Next.

    Note

    Using the fields on the ITSM data input panel, you can enter data to customize the ITSM templates for your environment. If you want to use the template default for a field, leave it blank.

12. On the ITSM data input panel, select the appropriate data in the fields where you want to customize the ITSM templates, and click Next.

    Template field	Description
    Support Company	Default company name assigned to a change or task request.
    Support Organization	Default organization within the company assigned to a change or task request.
    Support Group	Default work group assigned to a change request. Assigning a change or task request to a support group allows any individual within the assigned support group to respond to the request.

13. On the Installation preview panel, review the features to be installed, and then click Install.
14. When the installation completes, click Done.
    You can add BMC Atrium Orchestrator content components, such as application adapters or additional modules, by using the Custom feature set installation path. The custom installation allows you to install additional content components, but does not install or configure BMC Remedy ITSM artifacts.
    A pre-selected component that is not grayed-out indicates that the content installation program located an existing version of the adapter or module on your system. You may choose not to install that component during the solution installation, because it is not required for the solution. The content installation program will proceed with the installation, and will install the latest version of the selected components.

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Where to go from here

After you have installed the BMC Continuous Compliance for Server Automation solution, you must complete the configuration tasks in Configuration roadmap for continuous compliance for servers.

For an overview of the solution, see Enforce continuous compliance for servers.