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
  • • • ITSM artifact installation
      • BMC Remedy ITSM version 8.0.00 requirements
• Step 2: Review known issues
• Step 3: Create BMC Remedy ITSM user accounts
• Step 4: Install the Continuous Compliance for Server Automation solution
  • To download the content installation program
  • To install the content
  • List of items installed by the content installation program
• Where to go from here

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 TrueSight Orchestration, 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 Continuous Compliance for Server Automation solution

You install the solution using the TrueSight Orchestration content installer, which installs the TrueSight Orchestration artifacts (adapters and modules), BMC Remedy AR System artifacts, and BMC Remedy ITSM templates.

To download the content installation program

The TrueSight Orchestration 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.

When downloading the content installation files, verify that you download the right installation program for your environment.

To install the content

The TrueSight Orchestration content installation program installs all of the dependent adapters and modules. It also verifies that you have the correct versions of BMC Remedy AR System, BMC Remedy ITSM, and BMC Atrium CMDB installed, and prompts you for the ITSM server configuration parameters and ITSM template fields where applicable. 

To install the Continuous Compliance for Servers solution:

1. Navigate to the folder where you have downloaded the installation files and start the installation program.
   • Windows: setup.cmd
   • Linux: setup.sh
2. On the Welcome panel, click Next, accept the License agreement terms of the license and click Next.
3. On the Directory Selection panel, accept the default location, or click Browse to select a different location. 

4. On the Repository Communications Settings panel, enter the repository settings that match your environment, and click Next.
   The following table shows the default values. 

   Setting	Default value
   Web Server Protocol	http or https
   Host Name or IP Address	Fully qualified domain name of the host where the repository is installed
   Web Server Port Number	HTTP port number on the computer where the repository is installed
   Repository User	aoadmin
   Repository Password	Password that matches the username

5. On the Installation Type panel, select BSM Solutions, and click Next.
6. 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.
7. 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.
8. On the Module feature selection panel, click Next.

9. On the Remedy Integration panel, enter your configuration settings for BMC Remedy ITSM. 
   The following table describes the default values. 

   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 username that you created in the earlier step. Example: orchestrationuser.
   Password	Type the Remedy ITSM administrator log on password.

10. 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.

11. 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.

12. On the Installation preview panel, review the features to be installed, and then click Install.
13. When the installation completes, click Done.
    The solution is installed successfully and you can view the install log at the location displayed on the installer.
    

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List of items installed by the content installation program

After a successful installation, the following TrueSight Orchestration adapters and modules are installed in your environment. 

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.