13 Complex Plan Management

You can use a combination of profiles, deployment plans, and operational plans to create a complex deployment plan that enables you to automate a variety of detailed workflows into a single plan. This increases consistency and allows for a greater level of automation.

About Complex Plan Management

Enterprise Manager Ops Center provides you with the ability to create, configure, manage and execute deployment plans which drive the hardware, firmware and software provisioning activities in a repeatable fashion. You create plans from defined templates. Each plan defines the sequence of steps that need to be carried out for configuration or provisioning of a system. Plans may contain a single step or a sequence of multi-steps. Each step in the plan is configured by associating a profile or another plan.

Several deployment templates with multi-step sequences are available. These complex plans are aimed at providing the user with a configurable and repeatable way to do many common operations at a single click.

The following are the complex plans and templates provided by Enterprise Manager Ops Center:

  • Configure M-series Hardware, Create and Install Domain

  • Configure Server Hardware and Install OS

  • Configure and Install Dynamic System Domain

  • Configure and Install Logical Domains

  • Install Server

When you create complex deployment plans, you can opt to skip a step in the plan. Skipped steps will not be processed when the plan is applied. You may also replicate certain steps in order to perform the same operation but using a different profile or nested plan. Both mechanisms provide flexibility to structure complex plans that meet your local requirements.

Configure M-Series Hardware, Create and Install Domain

This plan consists of the following steps:

  1. Configure Service Processor – Service Processor profile

  2. Update Firmware – Firmware profile

  3. Create Dynamic System Domain – Dynamic System Domain profile (this step can be replicated)

  4. Install and Update OS – Install Server plan (this step can be replicated)

Configure Server Hardware and Install OS

This plan consists of the following steps:

  1. Configure Service Processor – Service Processor profile

  2. Configure RAID Controller – RAID Controller profile

  3. Update Firmware – Firmware profile

  4. Install and Update OS – Install server plan

Configure and Install Dynamic System Domain

This plan consists of the following steps:

  1. Create Dynamic System Domain – Dynamic System Domain profile (this step can be replicated)

  2. Install and Update OS – Install Server plan (this step can be replicated)

Configure and Install Logical Domains

This plan consists of the following steps:

  1. Create Logical Domains – Logical Domain profile (this step cannot be replicated, but can be configured to create multiple Logical Domains)

  2. Install and Update OS – Install Server plan (this step can be replicated)

Install Server

This plan consists of the following steps:

  1. OS Provision – OS Provisioning profile

  2. Execute Pre-install – Script-type Profile (this step can be replicated)

  3. Update OS – Update profile (this step can be replicated)

  4. Install Applications – Install-type profile (this step can be replicated)

  5. Update Applications – Update profile (this step can be replicated)

  6. Execute Post-install – Script-type Profile (this step can be replicated)

  7. Operation – Operational profile (this step can be replicated)

  8. Monitoring – Monitoring profile

For more information about Update Profile types, see Update Profiles and Local Content for uploading any scripts and software packages.

Complex Plans

Enterprise Manager Ops Center provides several plans comprised of more than one step. Certain steps in these plans can be associated with another plan, the associated plan is referred to as a nested plan. These nested plans can be used as shared building blocks much in the same way as profiles are. Configuring a single nested plan once and reusing it in many other plans will reduce the number of operations that need to be carried out by the user on the UI.

The plans that can be nested are:

  • Install Server

  • Provision OS (single step plan)

The following plans use the nested plans Install Server or Provision OS plans for provisioning OS:

  • Configure and Install Dynamic System Domain

  • Configure and Install Logical Domains

  • Configure Server Hardware and Install OS

The Software Deployment plan is a multi-step plan that use associated profiles for each step.

The following complex plans are available:

Configuring and Installing Dynamic System Domain

Configure and install dynamic system domain comprises procedure for configuring the dynamic system domains of M-series servers, provisioning OS on the dynamic system domains, updating the OS with the required patches, installing or updating any required applications, applying operational profiles and monitoring rules.

This plan consists of two steps:

  1. Create Dynamic System Domain – You must associate a Create Dynamic System Domain profile to this step.

  2. Install and Update OS – You can associate a simple Provision OS plan or a multi-step Install Server plan to this step.

Before You Begin

You need to have the following profiles and plan for creating and applying this plan:

Note:

Ensure that you select the profile created for OS provisioning is for regular Oracle Solaris OS and the target type is Solaris SPARC.

To Create a Configure and Install Dynamic System Domain Plan

  1. Select Plan Management from the Navigation pane.

  2. Select Configure and Install Dynamic System Domain from Deployment Plans. The deployment template composition and any existing plans are displayed in the center pane.

  3. Select Create Plan from Template option from the Actions pane. The Create a Deployment Plan window is displayed.

  4. Provide a name and description for the new plan.

  5. Select the failure policy for the plan to either stop at failure or complete as much as possible.

  6. Select the profiles or plans for the Deployment Steps:

    • Create Dynamic System Domain - Select a profile from the list of applicable profiles for creating a dynamic system domain. You can replicate this step to create another domain. You must have unique profiles for each Create Dynamic System Domain step.

    • Install and Update OS - Select the plan from the list of applicable plans for installing OS on the domains. You can select a simple Provision OS plan or a multi-step Install Server plan. You can also replicate this step to select different install and update OS plan for each domain. Depending on the number of domains created, you can opt to select on which domains you want to apply different plans. Click on the Associate Targets icon to select the domains on which you want to apply this plan.

  7. Click Save to save the deployment plan created.

    A new plan will be created with version 1.

See the Oracle Enteprise Manager Ops Center User's Guide for information about applying and viewing deployment plans.

Configuring and Installing Logical Domains

This plan provides steps to create logical domains and provision OS on each logical domains created. You can use this plan to target a one or more stand alone Oracle VM Servers, one or more Oracle VM Servers in a virtual pool, or multiple virtual pools to create one or more logical domains.

Before You Begin

You have to use the option Configure and Install Logical Domain option from Deployment Plan tree to create a logical domain and provision OS on it. This plan consists of Create Logical Domain profile and a nested plan to install and update the OS. You require the following profiles before creating a plan:

  • Create a logical domain profile before creating a plan. See Logical Domain Profiles for a detailed procedure about creating a logical domain profile.

  • Create an OS provisioning profile that is required to provision the logical domains. Either create an install and update OS plan, as described in Installing Server, or Provision OS plan. See OS Provisioning Profiles for detailed procedure for creating an OS provisioning profile. Ensure that you select the profile created for OS provisioning is for regular Oracle Solaris OS and the target type is Solaris SPARC.

To Configure, and Install a Logical Domain Plan

The following procedure describes how to create a configure and install logical domain plan:

  1. Select Plan Management section from the Navigation pane.

  2. Select Configure and Install Logical Domains from the Deployment Plan tree.

  3. Select Create Plan from Template option from the Actions pane. The Create a Deployment Plan window is displayed.

  4. Enter a name and description for the plan.

  5. Select the type of failure policy. Failure Policy defines the course of action to be taken when there is a failure in the steps of plan execution.

  6. Select profiles for the deployment steps as defined in the template. You can choose to select a profile or skip the step as required.

  7. In the Create Logical Domain step, enter the number of logical domains to be created on the Oracle VM Server. The results of the step is displayed with the number of logical domains that can be created.

  8. In the Install and Update OS step, select a plan from the list to provision and update the logical domains.

  9. Click Associate Targets icon to associate the result of the source step to the destination step. The Associate Targets window is displayed. The result of the Create Logical Domain step is the number of logical domains to be created. You need to associate each of these resultant target to the Install and Update step to provision the OS on the logical domains.

    Note:

    You need to associate the resultant target to the next step only when the resultant target is more than one.
  10. Click Save in the Associate Targets window.

  11. Click Save in the Create Deployment Plan window. Deployment plan creation job is submitted and a plan is created at the end of a successful job.

See the Oracle Enteprise Manager Ops Center User's Guide for information about applying and viewing deployment plans.

Configuring Server Hardware and Installing OS

This plan covers all the essentials of bringing a server into a production state in your data center. If the requirements of the server and OS configuration are captured with corresponding profiles, this plan can be created and applied onto a system. The configure server hardware and install OS plan template consists of the following steps:

  1. Configure Service Processor

  2. Configure RAID Controller

  3. Update Firmware

  4. Install and Update OS

Before You Begin

You have to discover and manage the server on which you want to apply this plan. If your server is a bare-metal, refer to Declare Configured Assets or Declare Unconfigured Assets to discover the servers. After discovery, manage the hardware to enable the functions available for it. Import the required OS image that you want to use for provisioning.

You need to create the following profiles and plans:

To Create a Configure Server Hardware and Install OS Plan

  1. Select Plan Management section from the Navigation pane.

  2. Expand Deployments Plan and select Configure Server Hardware and Install OS plan type. The plan template composition and existing plans are listed in the center pane.

  3. Select Create Plan from Template from the Actions pane. The Create Deployment Plan window is displayed.

  4. Provide a name and description for the plan.

  5. Select the failure policy for the plan to either stop at failure or complete as much as possible during execution.

  6. Select the profiles or plans for the Deployment Steps:

    • Configure Service Processor - Select a profile from the list of applicable profiles for service processor configuration.

    • Configure RAID Controller - Select a profile from the list. When you re-configure an existing RAID controller, all the data on the disk will be lost.

    • Update Firmware - Select an update firmware profile.

    • Install and Update OS - Select an install server plan to install and update the OS.

  7. Click Save to create the deployment plan. A new plan will be created with version 1.

See the Oracle Enteprise Manager Ops Center User's Guide for information about applying and viewing deployment plans.

Creating a Software Deployment Plan

This plan is for applying your update profiles that have been created using system-defined profiles, custom-defined profiles, and local contents such as pre-action scripts, post-action scripts, and software packages.

The software deployment/update plan comprises the following steps:

  • Execute pre-install – The update profiles that are of script type are listed. You can upload scripts using the local content. Create an update profile of type Script. You can select those profiles from this list.

  • Update OS – The update profiles that contains system-defined or custom-defined profiles for updating the OS.

  • Install software – The update profiles that contains the software packages for installation.

  • Update software – The update profiles that contains packages or updates for updating a software packages.

  • Execute post-install – The update profiles that are of script type are listed. It is similar to Execute pre-install step.

Before You Begin

You can create this plan for applying the update profiles that have created for applying scripts and packages. Ensure that you have the appropriate profiles for creating this plan.

Ensure that when you create update profiles you specify the appropriate profile type as Install, Upgrade or Script. Script profiles may be used on Execute Pre-install and Post-install steps. Update profiles may be used on Update steps and Install profiles may be used on Install steps. Only profiles of the appropriate type will be available in the list of available profiles for these steps.

Note:

The default policy is set to yes to install any update dependencies while applying a profile.

To Create a Software Deployment Plan

  1. Select Plan Management section in the Navigation pane.

  2. Select Software Deployment/Update plan type in the Deployments Plan tree. The steps details of the plan are displayed in the center pane.

  3. Select Create Plan from Template in the Actions pane. The Create Deployment Plan window is displayed.

  4. Provide a name and description for the plan.

  5. Select whether the plan should complete as much as possible or stop at failure for failure policy.

  6. Select the required steps of the plan. Leave others as skipped. The plan comprises the following steps:

    1. Execute Pre-Install – The update profile to execute a pre-action script before installing any software packages or updates. This step may be replicated if more than one script needs to be executed.

    2. Update OS – The update profile to install, remove or upgrade any patches of the OS. This step may be replicated if more than one update is required.

    3. Install Software – The update profile to install any software applications. This step may be replicated if more than one application installation is required.

    4. Update Software – The update profile to update any software applications. This step may be replicated if more than one application update is required.

    5. Execute Post-Install – The update profile to install any scripts after installing any software packages or updates. This step may be replicated if more than one script needs to be executed.

  7. Click Save to create the new deployment plan.

See the Oracle Enteprise Manager Ops Center User's Guide for information about applying the deployment plans. See Update Profiles to create any update profile. See Local Content for uploading any scripts and software packages.

Installing Server

This plan comprises the steps to provision an OS, update the OS, install and update any applications, apply operational profiles and set monitoring rules and parameters for the OS.

The plan template composition is:

  • OS provisioning profile

  • Execute pre-install – The update profiles that are of script type are listed. You can upload scripts using the local content. Create an update profile of type Script. You can select those profiles from this list.

  • Update OS – The update profiles that contains system-defined or custom-defined profiles for updating the OS.

  • Install software – The update profiles that contains the software packages for installation.

  • Update software – The update profiles that contains packages or updates for updating a software packages.

  • Execute post-install – The update profiles that are of script type are listed. It is similar to Execute pre-install step.

  • Operation profile

  • Monitoring profile

Before You Begin

See the following sections for creating the required profiles:

To Create an Install Server Plan

  1. Select Plan Management section from the Navigation pane.

  2. Expand Deployments Plan and select Install Server plan. The plan template composition and existing plans are displayed.

  3. Select Create Plan from Template from the Actions pane. The Create a Deployment Plan window is displayed.

  4. Provide a name and description for the plan.

  5. Select the failure policy for the plan to either stop at failure or complete as much as possible.

  6. Select the profiles for the Deployment Steps:

    • Os Provision – Select an OS provisioning profile to provision the OS.

    • Execute Pre-install – Select a software update script profile for a custom local pre-action script. This step might be replicated if more than one script needs to be executed.

    • Update OS – Select an update profile to apply the required patches to the OS. The update policy is set to default Yes for the dependencies that must be installed for a patch. This step might be replicated if more than one update is required.

    • Install Software – Select a software installation profile that comprises installation of a software package. This step might be replicated if more than one application installation is required.

    • Update Software – Select a software update profile that comprises update to an installed software package. This step might be replicated if more than one application update is required.

    • Execute Post-install – Select an update script that consists of custom local post-action script. This step might be replicated if more than one script needs to be executed.

    • Operation – Select an operational profile for automating some of the process actions.

    • Monitoring – Select a monitoring profile that defines the system thresholds and setting up alert monitors.

  7. Click Save to save the plan. A new plan will be created with version 1.

See the Oracle Enteprise Manager Ops Center User's Guide for information about applying and viewing deployment plans.