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Smart CID User Guide HPE Synergy Version 7.6.3 Abstract This document is intended for Pre-Sales, Account Managers, Integration Center personnel, Delivery Services, and Solution Architects who are involved in creating Customer Intent Documents (CIDs) for HPE ConvergedSystems. Published: September 2020

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Page 1: Smart CID User Guide · 2020-07-07 · Smart CID User Guide HPE Synergy Version 7.6.1 Abstract This document is intended for Pre-Sales, Account Managers, Integration Center personnel,

Smart CID User GuideHPE Synergy

Version 7.6.3

AbstractThis document is intended for Pre-Sales, Account Managers, Integration Center personnel, Delivery Services, and Solution Architects who are involved in creating Customer Intent Documents (CIDs) for HPE ConvergedSystems.

Published: September 2020

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Copyright Notices© Copyright 2020, Hewlett-Packard Development Company, L.P.

Confidential computer software. Valid license from HPE required for possession, use or copying. Consistent with FAR 12.211 and 12.212, Commercial Computer Software, Computer Software Documentation, and Technical Data for Commercial Items are licensed to the U.S. Government under vendor's standard commercial license.

The information contained herein is subject to change without notice. The only warranties for HPE products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HPE shall not be liable for technical or editorial errors or omissions contained herein.

Trademark NoticesRed Hat® is a registered trademarks of Red Hat, Inc.

SUSE® is a registered trademark of SUSE Linux AG.

SAP HANA® is a registered trademark of SAP AG.

VMware® is a registered trademark of VMware, Inc. in the United States and/or other jurisdictions.

vSphere® is a registered trademark of VMware, Inc. in the United States and/or other jurisdictions.

Microsoft® is a registered trademark of Microsoft Corporation in the United States and other countries.

Hyper-V® is a registered trademark of Microsoft Corporation in the United States and other countries.

vCenter™ is a trademark of VMware, Inc. in the United States and/or other jurisdictions.

Intel® is a trademark of Intel Corporation in the U.S. and other countries.

Chrome™ is a registered trademark of Google Inc.

Microsoft® Internet Explorer® are registered trademarks of the Microsoft Corporation.

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Table of Contents

1 Introduction ....................................................................................................................................................................................... 1

Features .......................................................................................................................................................................................................... 1

Browser compatibility .............................................................................................................................................................................2

Systems supported ...................................................................................................................................................................................2

2 Getting started............................................................................................................................................................................... 3

Accessing Smart CID ...............................................................................................................................................................................3

Smart CID interface ................................................................................................................................................................................. 4

Profile CIDs Page ...................................................................................................................................................................................... 5

Viewing CID details ............................................................................................................................................................................ 5

Navigation menu ..................................................................................................................................................................................7

Action menu ......................................................................................................................................................................................... 14

3 Creating CIDs in HPE Smart CID........................................................................................................................................ 17

Creating a new CID .................................................................................................................................................................................17

Creating a new CID using Guidance ID ...................................................................................................................................... 18

Creating a new CID using One Config Advanced (OCA) ................................................................................................. 19

HPE Synergy Smart CID dashboard ........................................................................................................................................... 20

Customer and Contacts Information ......................................................................................................................................23

Order Questionnaire ........................................................................................................................................................................26

Frame Layout ......................................................................................................................................................................................28

Network Settings ...............................................................................................................................................................................32

Composer & Image Streamer .....................................................................................................................................................37

Server Profile List Details ............................................................................................................................................................40

Enclosure Group ................................................................................................................................................................................ 41

Datacenter Details ........................................................................................................................................................................... 44

4 Submitting CIDs ......................................................................................................................................................................... 45

Submit for Review ..................................................................................................................................................................................45

Review Process ...................................................................................................................................................................................45

Customer Submit - Final CID Submit ......................................................................................................................................... 46

Reopening submitted CIDs ..........................................................................................................................................................47

.......................................................................................................................................................................................................................... 48

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5 Smart CID support..................................................................................................................................................................... 49

Email support ........................................................................................................................................................................................... 49

Smart CID documentation ................................................................................................................................................................ 49

Related documentation ................................................................................................................................................................ 49

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1 IntroductionNew workloads and business demands require infrastructure that is fast and more efficient. Conven-tional IT architecture creates silos and complexities because of multiple products and tools that lack interoperability.

By bringing servers, storage, networking, and management software together, HPE Synergy meets today’s business, and IT needs efficiently. It is all engineered to work together as a single converged system. The result is simplified, yet robust IT that is energy and space-efficient, less expensive, and aligns to meet the business needs of any workload at any scale. HPE ConvergedSystems are tightly-integrated to help reduce deployment errors along with operational and maintenance costs.

When ordering a customized or pre-configured converged system, the HPE sales personnel, solution-architects, and technical support personnel put together a Customer Intent Document (CID).

The CID stores the requirements of different customers. It contains information on system requirements and configuration which is used by HPE to build the system according to the customer-provided speci-fications.

HPE Smart CID is the Web version of CID. It is a tool that allows you to:

• Select a system

• Select a configuration

• Enter configuration details as per specific business requirements

• Generate configuration files for build automation

• Order a customized and pre-configured system

HPE Smart CID is thus an online collaborative tool that aids in customizing the solution as per the cus-tomer’s datacenter requirements. Highly intuitive, fast, and time-efficient, HPE Smart CID prevents incorrect and incomplete data entry, and unbuildable errors and enables a flawless build at the factory or onsite..

FeaturesHere are some of the feature highlights of HPE Smart CID:

• Web-based: HPE Smart CID is web-based and is accessible from a browser. It is a single location where all the information on customer requirements can be stored and retrieved from, instead of having multiple versions with different updates shared over email chains.

• Simplified Experience:

• Built-in Validations: HPE Smart CID has built-in validations to ensure that the information entered is complete and accurate.

• Autofill: It provides default values for hostnames, IP addresses, and passwords to make the fill-ing up of the CID process faster and more efficient.

• Context-Sensitive Help: The inline help is context-aware. It progressively discloses the required information while continuously prompting the users to provide correct data in the related fields.

• User-friendly and Intuitive Interface: HPE Smart CID’s intuitive and user-friendly interface makes it easy to enter all the CID information in a single location. The interface is similar to other HPE man-agement tools like HPE OneView.

Features 1

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• Customized Templates: HPE Smart CID has customized configuration templates which users can select based on their requirements that aids faster decision-making.

Browser compatibilitySmart CID is designed to work on the following browsers:

• Google Chrome

• Microsoft Internet Explorer 11

Systems supportedSmart CID supports creating CIDs for the following HPE Systems:

• HPE Solution for SAP HANASD Flex with 3PAR v6.0

• VCF on HPE Synergy

• SD Flex Predefined Configs with JBOD (CLX)

• HPE Synergy

• HPE DL560 Predefined Config v6.0 (CLX)

• HPE ConvergedSystem 750 v3.0

• HPE ConvergedSystem 700 for Virtualization v3.0

• HPE ConvergedSystem 700 for Virtualization v2.5 November 2017 Release

• HPE ConvergedSystem 500 for SAP HANA v5.0 (Skylake)

• HPE ConvergedSystem 900 for SAP HANA v4.0 (Broadwell)

• HPE ConvergedSystem 500 for SAP HANA v4.0 (Broadwell)

2 Browser compatibility

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2 Getting startedHPE Smart CID is a Web-based application. You can access HPE Smart CID by logging onto https://smartcid.itcs.hpe.com/ from a web browser.

Accessing Smart CIDAccess Smart CID (https://smartcid.itcs.hpe.com/) from a web browser.

Figure 1. HPE Single sign-on (SSO) login for Smart CID.

To start using HPE Smart CID, you need to create a user account by:

• Clicking HPE Employee Login, if you are an HPE employee. HPE Smart CID then authenticates your email address from the HPE corporate directory.

• Clicking Customers/Partners Login, if you are a customer or a partner. You can then sign in with your user name and password on the HPE Passport web page. If you do not have an HPE Passport account, follow the instructions on the HPE Passport web page to create a new account. Log in to HPE Smart CID with your new passport account.

Accessing Smart CID 3

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Smart CID interfaceWhen you log in to the HPE Smart CID portal, the default page lists all the CIDs created by you.

Figure 2. Smart CID Interface

Table 1 below lists the Smart CID Interface sections.

You can click on a CID number to view its dashboard.

Table 1. Smart CID Interface

# Description

1 Navigation Menu- This is entitled HPE Smart CID on the top left corner of the window with a down arrow next to it. Click this to view the summary of a particular CID, upload files, track files, and download output and validation files.

2 Search Pane- Search CIDs using any details, such as the CID number, order number, cus-tomer name, region, configuration, description, and age (in days).

3 Session and Help- The icons on the top right of the page stand for Session and Help respectively.

4 Radio buttons- You can select among these options- Start a new CID, List existing CIDs or List archived CIDs.

5 Entries- If a CID is already created, this section automatically displays the CID Number, Order Number, Customer Name, Region, Configuration, Description, Creation Date, and Submit Date/Last Modified Date. To view the details of a CID, click the CID number.

4

4 Smart CID interface

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Profile CIDs PageThe Profile CIDs page displays all the CIDs you create.

It also lists all the CIDs created by others, which have your email ID either in the Customer Information or CID Collaborators section.

Figure 3. Profile CIDs page

The Profile CID page provides the following details for each of the CIDs listed:

• Deal Specific Requirements (DSR)

• CID number

• Order number

• Customer name

• Region

• Configuration

• Description

• Creation date

• Submit date or Last modified date.

You can search and filter CIDs using any search string parameter such as, the CID number, Order num-ber, Customer name, Region and so on.

Viewing CID detailsTo view the details of any CID, click the CID Number. The Dashboard of that particular CID is displayed.

To view the details of each section on the dashboard, you can click the section title (Customer & Con-tacts Info, Order Questionnaire, and so on). When the cursor hovers over a certain section, the Edit icon appears.

Click Edit to add or edit any information.

Profile CIDs Page 5

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Figure 4. Viewing CID details

Activity, Session, and Help

On the top right of the Dashboard window, are the Activity, Session, and Help icons.

• Clicking the Activity icon displays the user activity of the specific CID.

• The Session icon displays the Email ID of the current user.

• The Help icon displays the:

• Smart CID version number

• Link for downloading the latest Smart CID User Guide

• Link for downloading the latest Smart CID Release Notes

• Link to the Smart CID training material

• Link for email support

CID form details

When you click Edit on any section of the dashboard, a form containing the details of that section is dis-played, allowing you to edit or view information that was either previously entered or auto-populated in that particular field.

6 Profile CIDs Page

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Figure 5. CID details

Each section is explained in detail in “Creating CIDs in HPE Smart CID.

Navigation menuThe navigation menu is accessible when you click the down arrow on the top left of the HPE Smart CID screen, next to the search icon.

Figure 6. Navigation menu

Using the navigation menu, you can perform various functions. The options under the navigation menu include:

• Main

• Profile CIDs

• Dashboard

• Actions

• Summary

• Upload

• Tracking

• Downloads

• Output Files

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• Uploaded Files

Each of these functions are described below.

Clicking on Profile CIDs under the Main menu redirects you to the page which lists all the CIDs.

Clicking on a particular CID number takes you to the dashboard of that particular CID.

Viewing CID summary

To view the detailed summary of any CID:

1. Click the down arrow on the top left of the HPE Smart CID screen next to the search icon.

2. Click Profile CIDs. The list of created CIDs appear.

3. Click the specific CID number on the Profile CIDs page. The CID dashboard page appears.

4. Click the down arrow on the top left.

5. Click Summary under Actions.

Figure 7. Accessing Summary

The Summary window appears which displays data from all the sections.

You can also export the summary in an XLS format by clicking Export to Excel.

Figure 8. Summary view

8 Profile CIDs Page

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Uploading files

HPE Smart CID allows you to upload or attach files to a CID. The Uploading Files feature is useful when you need to add supporting documents to a CID. In each CID you can upload up to 10 files that are a total size of 10 MB.

You can use this feature to customize your order.

File Formats

HPE Smart CID allows the following file formats:

• Image files with JPEG and JPG extensions (file_name.jpeg and file_name.jpg)

• Text files (file_name.txt)

• Portable document format (file_name.pdf)

• Microsoft Word files with DOC and DOCX extensions (file_name.doc and file_name.docx)

• Microsoft Excel files with XLS and XLSX extensions (file_name.xls and file_name.xlsx)

• Microsoft Visio files with VSD extension (file_name.vsd and .vsdx)

• JSON files (file_name.json)

• YAML files (file_name.yaml)

Uploading a File

To upload a file:

1. Click the specific CID number on the Profile CIDs page. The CID dashboard page appears.

2. Click the down arrow on the top left.

3. Click Upload under Actions. The File Upload window appears.

Note: The Upload option is only available before you submit a CID.

Figure 9. Uploading a file

4. Click Browse to select a file and click Open.

Profile CIDs Page 9

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In the File Upload window, click Browse and select the file to upload. The files supported are jpg, jpeg, txt, pdf, doc, docx, xls, xslx, vsd vsd, vsdx, json, yaml and vsdx.

Figure 10. File types

Note: You can upload a maximum of 10 files which are a total size of 10MB.

Note: JSON file upload feature is enabled in SCID.

Figure 11. File upload window

The uploaded files are displayed in the File Upload window.

10 Profile CIDs Page

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Downloading a File

To download a file, click the Download icon.

Deleting a FileTo delete a file, click the Delete icon.

Tracking a CID

The Tracking window displays all the actions performed on the CID, from the time it is created until it is archived. You can access Tracking from the navigation panel.

Figure 12. Accessing tracking

Tracking logs the date and time of actions performed on the CIDs. These include:

• Creating CIDs.

• Status changes of CIDs from one stage to another (Active, Submitted).

• Uploading files.

• Deleting files.

• Generation of output files after submitting a CID.

• Generation of output file after a factory personnel submits a CID.

• Archiving CIDs.

Profile CIDs Page 11

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Figure 13. Tracking CIDs

Output files

When a CID is submitted, HPE Smart CID generates JSON, XLSX, and ZIP files (if the CID is created using the SSET guidance ID).

You can access any of these files from the Output Files section in the navigation panel.

Figure 14. Accessing output files

To access output files:

1. Click HPE Smart CID.

2. Click Output Files.

3. Click the Download icon next to the specific file.

12 Profile CIDs Page

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4. Click OK.

Figure 15. Output files

Uploaded files

Files that are uploaded can be accessed by factory personnel by clicking Uploaded Files in the naviga-tion panel. This option is enabled for factory personnel only.

Figure 16. Accessing attachments

Click Uploaded Files to view attachments. The Uploaded Files window displays the:

• File Name

• File Size

• File Type

Profile CIDs Page 13

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• Download function

Figure 17. Downloading attached files

To download files, click the Download icon, under Download.

Action menuThe Action menu contains the following sub-menus:

• Submit

• Delete

• Archive

• Clone

Submitting a CID

For submitting a CID, refer to the “Submitting CIDs” section.

Deleting a CID

You can delete a CID if the CID is no longer valid. To delete a CID:

1. Click the CID number.

2. Click Actions.

3. Click Delete.

14 Profile CIDs Page

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Figure 18. Deleting a CID

4. Click Yes in the Delete Confirmation window to delete the CID.

Figure 19. Delete confirmation window

Note: You can only delete CIDs which are in the Active state. You cannot delete CIDs that are submit-ted.

Archiving a CID

After a CID is factory-submitted, it can be archived. Archiving a CID moves the CID from the Profile CIDs list to Archived CIDs list.

To archive a CID:

1. Click the CID number and on the Profile CIDs page.

2. Click Actions.

3. Click Archive.

Note: You can archive a CID only after it is submitted. This option is disabled when the CID status is Active.

Cloning a CID

You can clone a CID to copy all the details of an existing CID to a new CID. When cloning, all the details are copied except the:

Profile CIDs Page 15

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• HPE Sales Order Number

• HPE Sales Quote Number

• Guidance ID

You need to enter these details manually into the cloned CID form.

To clone a CID:

1. Open an existing CID.

2. Click Actions.

3. Click Clone.

Figure 20. Cloning a CID

4. In the Clone Confirmation window, click Yes..

Figure 21. Clone confirmation window

5. HPE Smart CID creates a new CID with these details and generates a new CID number. The status of the new CID is set to Active.

You can make changes to the new CID and submit it.

16 Profile CIDs Page

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3 Creating CIDs in HPE Smart CIDThe following steps outline the CID creation and submittal briefly.

1. The initiator initiates the CID process or workflow by selecting the ordered system on Smart CID.

2. The initiator then adds one or more contributors to that CID.

3. The contributors fill the required information in all the sections on the HPE Smart CID portal.

4. After all the required the information is entered, the initiator or contributor submits the CID.

5. The factory personnel log in with factory credentials to enter factory information.

6. The factory personnel then (factory) submit the CID.

7. The HPE Smart CID then generates validation files from the submitted CID.

8. Finally, engineers use the validation files in the factory to start building the system.

Creating a new CIDTo create a new CID:

1. Log in to Smart CID.

2. Click Start a new CID.

3. Select HPE Synergy from the menu

4. Select the configuration from the following:

• Full CID

Note: If you select Full CID, the Select Template drop-down appears from which you can select:- Custom CID- 3 Frame CID- 1 Frame CIDIf you select the Template option, all the forms of the CID is auto-populated with inputs, except the Customer & Contacts Info, form which you would need to manually fill. Before submitting the CID, ensure to review each form to verify the populated data and make any changes as per your requirement.

• Simplified CID.

5. Select one of the following templates:

a. Custom CID

b. 3 Frame CID Template

c. 1 Frame CID Template

6. Enter the HPE order number related to the CID (optional).

7. Click Start. This initiates the CID process.

Creating a new CID 17

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Figure 22. Creating a new CID

Smart CID generates a unique ID for every CID that is created.

Note: In all the forms in the SCID dashboard, the mandatory input fields have an asterisk (*) next to it.

Creating a new CID using Guidance IDUsers can now create a new CID using the Guidance ID created in HPE SSET.

To create a new CID using Guidance ID:

1. Click Start a new CID.

2. Click Using SSET Guidance. A Get SSET Guidance Details window is displayed.

Figure 23. Get SSET Guidance Details

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3. Enter the guidance id.

4. Click OK.

Figure 24. Welcome message

After creating a Smart CID using the SSET Guidance ID, complete the following to avoid errors while submitting the CID:

1. Add additional customer contact in the Customer and Contact Info section. To add contact, see Customer and Contacts Information.

2. Update the customer contact name populated from the Guidance ID.

Creating a new CID using One Config Advanced (OCA) Users can now create a new CID using OCA.

To create a new CID using OCA:

1. Select Start a new CID.

2. Select HPE Synergy.

3. Select Full CID.

4. Click Using OCA.

Figure 25. Creating CID using OCA

5. On the Import from OCA screen, click Browse to select the .oca file generated from the OCA tool.

6. Click OK. A new CID number is generated.

Creating a new CID using One Config Advanced 19

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Figure 26. CID creation

7. Click OK. A pop-up appears stating that the CID has been populated with OCA information.

Figure 27. OCA information populated CID pop-up

HPE Synergy Smart CID dashboardThe Smart CID Dashboard is divided into the following sections depending on the system selected:

• Customer & Contacts Information

• Order Questionnaire

• Frame Layout

• Network Settings

• Composer & Image Streamer

• Enclosure Group

• Datacenter Details

20 HPE Synergy Smart CID dashboard

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Figure 28. Full CID dashboard

The dashboard also has the Actions menu with Submit, Delete, Archive and Clone options. To know more, refer to the “Action menu” section.

The following sections are not applicable if you select Simplified CID:

• Frame Layout

• Enclosure Group

Figure 29. Simplified CID dashboard

To edit any form on the Dashboard, click the Edit icon next to the specific form as shown in Figure 30 below.

HPE Synergy Smart CID dashboard 21

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Figure 30. Edit icon

Online Help FeatureFor support while filling any of the forms, such as Customer and Contacts Info or Order Questionnaire etc..,:

1. Click Edit to open the specific form.

2. Click the Help icon on the top right of the page.

Figure 31. Help icon

A Help window, related to the specific form, opens to which you can refer while filling the particular form.

22 HPE Synergy Smart CID dashboard

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Figure 32. Help window

The sections below describe each of the forms on the Dashboard in detail.

Customer and Contacts InformationThe Customer and Contacts Info section allows you to enter or edit the following details:

• HPE Order Details (sales order number and sales quotation number).

• Customer details. Ensure that you specify the correct region (AMERICAS/APJ/EMEA) in this section. This is important because in Smart CID, CIDs are grouped and classified by regions.

• Installation site details

• Customer Contacts

• CID Collaborators

Figure 33. HPE Order Details

HPE Synergy Smart CID dashboard 23

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Note: - Select the checkbox against the question, Is it for Onsite Integration? to differentiate CIDs for Onsite Integration from the CIDs for Factory Integration under the Customer and Contacts Info form. - If you select Is it for Onsite Integration? the following additional question appears in the Order Questionnaire --> Other form - Will Racking and Cabling be done Onsite?

• Click Save.

Every time you enter an email ID and click Save, an auto-generated email is sent to that email ID with the CID number and a link to access the CID.

Note: All email IDs entered in the customer details section can access this CID.

HPE Order DetailsThis tab allows you to enter the following details:

• HPE Sales Order Number

• HPE Sales Quote Number

• SFDC Opportunity ID

• Installation Case ID

• Guidance ID

• OCA ID

• Support Agreement ID (SAID#)

• Support Account Reference (SAR)

• Planned Installation Date/Time

After entering the details, click Save.

Customer Details

This tab allows you to enter the following details:

• Project Name

• Company Name

• Physical address details (Street Name, Building details, City, State, Country, ZIP code, Region)

• HPE Passport ID

After entering the details, click Save.

Note: If you click the Please Select drop-down next to the screen title, a list of previously filled in cus-tomer details appear (provided you created multiple CIDs in the past). Once selected, the Cus-tomer Details form is auto-populated. The drop-down does not work if the CID you are creating is the first one.

Installation Site DetailsThis tab allows you to enter the following details:

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• Company Name

• Physical address details (Street Name, Building details, City, State, Country, ZIP code, and Region,)

After entering the details, click Save. These details are saved as shipping address.

Customer ContactsThis tab allows you to enter the following contact details:

• Customer technical contact (Name, Title/Position, Contact Phone, Company Email, Hours of Avail-ability (optional))

• Installation Site Technical Contact (Name, Title/Position, Contact Phone, Company Email, Hours of Availability (optional))

After entering the details, click Save.

Note: This tab allows you to add alternate or additional contact details. To add other contacts, click Add Contact.

CID CollaboratorsThis tab allows you to enter the following contact details:

• Contact Name

• Title/Position

• Contact Phone

• Company Email

• Availability

Note: To add more collaborators you can click on the Add Contact button on top.

After entering the details, click Save.

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Order QuestionnaireThe Order Questionnaire contains questions that allow you to specify system configuration.

HPE OneView Remote Support

Figure 34.

The HPE OneView Remote Support tab has been introduced in which the user can specify the choice to use and configure HPE OneView Remote Support (Yes/No).

If the user selects Yes, the following options appear:

• I consent to having HPE contact me to discuss optimizing my IT environment - (Yes/No)

• Enable Insight online- (Yes/No)

• Special instructions - Enter additional instructions in the text box.

Click Save after entering the details.

Note: If the user selects No, the above options do not appear.

Note: Multi-stage CID submit for onsite orders is now enabled which allows you to select the Onsite Integration option and submit the CID after filling in the Customer & Contacts, Order Question-naire, and Frame Layout forms on the dashboard.

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Other

Figure 35. Other details

Under this tab the following questions are to be answered for a full CID:

• Rack Layout Factory Default? (Yes/No)

• Frame Layout Factory Default? (Yes/No)

• Will the rack Power Cabling use factory default cabling? (Yes/No)

• Will the Synergy Interconnect Cabling use factory default cabling? (Yes/No)

• Will Racking and Cabling be done Onsite? (Yes/No)

Note: If you select No as the answer to any question in the list above, you must provide the supported files or attach the Visio file to the CID. To upload the Visio file, refer to “Uploading files.”

Note: The last question Will Racking and Cabling be done Onsite? appears only if you select Is it for Onsite Integration? under the Customer and Contacts Information --> HPE Order Details form.

The following questions need to be answered for Simplified CID:

• Do you agree to use and configure HPE OneView Remote Support (Yes/No)? If yes, enter the follow-ing.

• I consent to having HPE contact me to discuss optimizing my IT environment (Yes/No)

• Enable Insight online (Yes/No)

• Special instructions

• Insight online login

• Insight online password

Click Save after entering the details.

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Frame LayoutThis section allows you to view and edit the Racks and Frames. Depending on the number of frames specified in the Rack Details, Smart CID displays the available Frames. The color of the Frame button changes, based on the amount of information entered:

• If no information is entered, the color of the button remains white.

• If information is partially filled, the color of the button turns grey.

• If all the required information is entered, the color of the button turns green.

To specify the rack details, click the Rack Details tab. To specify the frame, click the required frame in the Frame List.

Note: The Frame Layout form is filled automatically with OCA inputs if you create the CID using OCA.

Rack DetailsIn the Rack Details tab, enter the following:

• Enable Virtual Rack? (Check/Uncheck)

• Number of Compute Racks

• Number of Frames in Rack

• PDU model for Rack

• Racks Power Arrival

• PDU User Name

• PDU Password- Click Show password to view the entered password before saving the form.

• Generate Defaults (Check/Uncheck)

Note: Check the Enable Virtual Rack box if you have not ordered physical racks. The racks are then provided to you onsite.

Note: If you select Generate Default while filling the Frame Layout form, then once the entire form is complete the default values are automatically populated in the Network Settings and Com-poser & Image Streamer forms.

After entering the details, click Save.

Note: User can order any number of compute racks as per the requirement within a maximum support range of 21 frames.

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Figure 36. Rack Details Dashboard

Note: You can select the None option for the PDU model if the PDU details are not configured.

Frames ListThis tab allows you to add and edit frame details and Logical Enclosure details.

Figure 37. Frame Details

1. To add new Logical Enclosure, click Add LE.

2. Enter LE name. This enables the following fields:

• Interconnect Link Module used in each frame of this LE - 10 GB/20GB/50GB (If you select 50 GB you can add upto 5 frames, i.e., one to five frames in a single LE)

• Is Image Streamer used in this LE? Y/N

Note: If you require more than 3 frames, click 10GB. If you require up to 3 frames, click 20GB.

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3. To view and edit the frame details, click the desired frame. This opens different tabs such as Frame Details, Appliance Bay Details, Device Bay Details, and Interconnect Bay Details.

Figure 38. Frame Details

Frame DetailsThis tab allows you to enter the following:

• Frame Type (Master/Satellite)

• Frame Name

• Select the Rack Number from drop-down.

After entering the details, click Save.

Appliance Bay DetailsThis tab allows you to select the Appliance Type:

• Composer or Image Streamer

• HPE Synergy Composer 2

After entering the details, click Save.

Device Bay DetailsThis tab allows you to enter and edit the following:

• Node Type

• Node Name

After entering the details, click Save.

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Figure 39. Device Bay details

Note: Under Node Type the Select Device Type implies no devices are currently selected.

Interconnect Bay DetailsThis tab allows you to select the Interconnect type.

Note: New interconnect modules can be selected in Interconnect Bay details.

After entering the details, click Save.

Figure 40. Interconnect Bay details

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Note: Under Interconnect Type the Select Interconnect Type implies no interconnect modules are currently selected.

Note: If HPE VC SE 100Gb F32 Module is selected as Interconnect then image streamer uplink set is not supported in the Enclosure Group.

Note: Mixing of VC FC Interconnect modules within an LE is allowed. Under Frame Interconnect Bays, you can now select both 16Gb or 32Gb FC modules, to be placed in an LE.

Note: Multi-stage CID submit for onsite orders is now enabled which allows you to select the Onsite Integration option and submit the CID after filling in the Customer & Contacts, Order Question-naire, and Frame Layout forms on the dashboard.

Network SettingsThe Network section allows you to specify all the network-related settings and configuration informa-tion.

It is divided into the following sections in Full CID:

• Network

• Address

• Server

• Others

The following forms need to be filled for Simplified CID.

• Network

• Address

Figure 41. Network form in Full CID

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Note: You can update different sections at different stages. To save the entered information, click Save.

Each of these is explained in detail in the following sections:

Network DetailsThis tab allows you to view and enter the following details:

• Management Network

• Deployment Network

Enter the following details for each network:

• Network Name

• Network Type

• VLAN Type

• VLAN ID

• Purpose

• Subnet ID

• Subnet Mask

• Requested Bandwidth (GB/s)

• Max Bandwidth (GB/s)

After entering all required fields, click Save.

This tab also allows you to add new networks. To add a new network, click the Add Network button.

Figure 42. Network Details

Note: Do not enter VLAN IDs that are reserved for devices and components. Refer to the Product/Ven-dor documentation for information on reserved VLAN IDs.

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Note: In the HPE Synergy Simplified CID, you can now configure FC/FCoE SAN networks. See Figure 43 below for reference.

Note: You can now enter Requested Bandwidth and Max Bandwidth.

Figure 43. Configuring FC / FCoE SAN networks

Note: There is a maximum bandwidth validation of 50 GB under the Network Details. Please check Figure 44 below for reference.

Figure 44. Validation for maximum bandwidth

AddressThis section allows you to specify management network settings, other user-defined networks, and Deployment Network (if applicable).

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Figure 45. Address Details

Enter the following information in all the available sections:

• Subnet Gateway

• Domain Name

• Address Ranges

• Management IP Pool Name -IP range Name

• Management IP Pool - IP Range Start

• Management IP Pool - IP Range Stop

At any point, you can save the entered data and resume at a later stage. To save the information, click Save.

Network Set (Optional)

This is an optional form.

Figure 46. Network Set

In this form you can edit the following:

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• General

• Name

• Requested Bandwidth (GB/s)

• Max Bandwidth (GB/s)

• Network Details

In this section you add networks.

ServerThis section allows you to specify the server settings for compute nodes specified in the Device Bay Details of Frame Layout.

Figure 47. Server Details

View or enter the following information in the Server Details section

• Hostname

• Host OS IP -Click the respected checkbox to auto fill the IPs in sequence order.

After entering all required fields, click Save.

Note: Under Network > Server, the Custom Network Server Information is optional. You can proceed to save the form without filling the IP address details.

Note: Do not use reserved IPs addresses created in Address Details to configure compute servers in Server Details.

Enclosure Bay IP Addressing (EBIPA) Details (Optional)

This is an optional form.

In this form you can add the Frame Device & ICM Bay details. You can add the EBIP Address.

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Figure 48. EBIPA details

OthersThis section allows you to specify the following other settings:

• Hostname Prefix

• Time Zone (Regional setting)

• GMT/UTC offset (regional setting)

After entering all required fields, click Save.

Composer & Image Streamer

Full CID Composer Details

Figure 49. Composer & Image Streamer Details

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This section allows you to view and edit the following details for a Full CID:

• Composer: This tab enables you to specify the Network settings and Time Settings:

• Composer Hostname

• Composer IP Address

• Gateway, Maintenance IP Address 1 and 2

• Composer administrative Password

• Primary DNS IP Address

• OneView Version- This is a a drop-down selection and the default value is 5.0.

• Baseline SPP Version - This is a drop-down selection and the default value is 2019.09.25.00.

• Data Center DNS Server 1 IP Address

• SMTP Server IP Address

The Time Settings include syncing with the time server and network time servers.

Note: By default, the Gateway ID (non-editable) is populated with Subnet ID which was entered in the Network > Management Network tab.

Note: If you select Composer 2 under Frame Layout > Appliance Bay Details, then an optional tab, Composer 2 - External iLO Details is displayed in Composer and Image Streamer form.

Note: Duplicate DNS IP between the Composer Tab and Composer 2 - External iLO Details tab is now enabled.

Figure 50. Time Settings

• Notification Details: This tab enables you to specify the:

• SNMP settings (Community String, Trap Destination, Community String, and Port)

• Email Notification Filter (Ref.Name, Name, Criteria, Scope, and email address)

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• Email Notification Settings (Name, SMTP server, SMTP Port, Password, and Email Address).

• Proxy Details: This tab enables you to specify the proxy settings (HTTPS Proxy, Port, Authentica-tion, User Name, Password).

• Identifier details: This tab enables you to specify the Identifiers details such as Mac Address, Serial Numbers, and World Wide Names.

Note: For each Mac range and WWN, enter the Type, Start, End, and Count values.

• Image Streamer: This tab enables you to specify the:

• Deployment Server Name

• Description

• Management Network

• Deployment Network details.

After entering the details, click Save.

Simplified CID Composer Details

The following forms are not applicable for Simplified CID.

• Notification Details

• Proxy Details

• Identifier Details

• Image streamer details

• Time settings

Figure 51. Simplified CID- Composer

Note: If you select Composer 2 in Frame Layout > Appliance Bay Details, then an optional tab, Com-poser 2 - External iLO Details, is displayed. Refer to Figure 52 below.

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Figure 52. Simplified CID- Composer 2

Note: In the Simplified CID, you can now partially fill the Composer Details form and click Save For Later to complete filling the details later.

Server Profile List DetailsYou can now create server profiles in this optional form.

Figure 53. Server profile list details

After you click on Create Server Profile the following tabs appear:

• General

• Connections

• Local Storage

• BIOS Settings

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GeneralIn this form you can edit the following:

• Name

• Server Profile Template

• Description

• Server Hardware

• Show empty bays

• Server Hardware Type

• Enclosure Group

• Affinity

• Firmware Baseline

Connections

• Name

• Function Type

• Network

• Port

• Link aggregation group

• Requested virtual functions

• Boot

• Use user-specified IDs

Local Storage

In this form you can edit:

• Integrated Storage Controller

• SAS Mezz 1 Storage Controller

BIOS Settings

Under this form you can specify the BIOS settings.

Enclosure GroupThis section allows you to view and edit the Enclosure Group list.

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Figure 54. Enclosure group list

• To update Enclosure Group details and view Logical Enclosure Group Details list, click Edit.

Figure 55. Enclosure group details

An Enclosure Group Details page is displayed. This page allows you to view and enter the following:

• Associated Enclosure Group (EG1, EG2 and so on)

• Enclosure Group Name

Note: Under the Enclosure Group form, the Enclosure Group Names and LIG Names can be edited.

• Ipv4 Assign Method (User address pool, User DHCP, and Manage Externally)

Note: If you select Manage Externally, enter the assign method details in Network Settings > Server tab.

Note: If Manage Externally is selected for IPv4 Assign Method then its JSON value is External.

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• To edit logical interconnect group details, click Edit on the desired group.

A Logical Interconnect Group details page is displayed. This page allows you to view Uplink Set info and Uplink Port details.

Figure 56. Logical Interconnect Group details

Note: For 100GB LIGs, you can select 25GBs or 50GBs Downlink Speed.

• To add or edit uplink ports, click Add/Edit Ports.

Note: The Internal Networks and Associated Networks drop-down list contain all the networks avail-able or chosen in the order. Select the appropriate network and do not use the same network for both internal and associated networks during the configuration.

Note: If you select Image Streamer (40GB) as type and Deployment network as associated networks, you must add four uplink ports through add/edit ports button. Adding multiple uplink ports

Note: In Uplink Sets for Ethernet Network Type, the FCoE networks are not displayed under Native vLAN.

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Figure 57. Add multiple uplink ports

Datacenter DetailsThe datacenter details is an optional form that allows you to enter the following details.

• Rack Details - (Frame Name, Rack ID, Rack Location, Rack RU- Start, Rack RU- End, and Rack Dimen-sions).

• Device Bay Summary- (Frame Number, Bay number, Model, Memory, CPU, Mezz. Card, and Serial Number).

• Interconnect Bay Summary (Frame Nu mber, Bay Number, TypeSerial Number, and Firmware Ver-sion).

• Power Cabling (Frame, Feed A, iPDU A, Feed B, and iPDU B).

• Management Cabling (Description, Switch ID, Switch Port, and Cable Type).

• Fibre Channel Cabling (Frame, ICM 2 Ports, SAN Switch/Port, ICM 5 Ports, and SAN Switch/Port).

• Ethernet Cabling - Single Port Config (Frame, ICM 3 Ports, TOR / Patch / Port, ICM 6 Ports, and TOR / Patch / Port)

• Ethernet Cabling - Split Cable Config

Figure 58. Datacenter Details

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4 Submitting CIDsAfter all the system and configuration details are entered, the CID is ready for:

• Submit for Review

• Customer Submit

You can submit a CID for review if your region has the Submit for Review option enabled under the Actions menu.

Submit for ReviewTo submit a CID for review, click Actions and click Submit for Review. The CID is submitted to a panel of experts who reviews the data entered in the CID for correctness and completeness.

Note: The Submit for Review feature is available only for Americas and EMEA region users.

Review ProcessWhen a CID is submitted for review, an email is sent to the reviewer with the CID details. Once the CID is submitted for review, it is locked. Figure 59 below illustrates the Submit for Review process workflow.

Figure 59. Review Process

The following scenarios can occur when a CID is in the review stage:

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• If the CID details entered require a change, the reviewer enters comments in the Reviewer Comments section and clicks Reject. The reviewer then sends it back to the creator of the CID.

Figure 60. Reviewer comments

• The creator makes the required changes and resends the CID to the reviewer for review. Once the reviewer accepts the changes submitted by the creator, the CID can be submitted.

• If the CID requires no further changes, the reviewer clicks Accept and the CID changes to the Reviewed state. An email notification is sent to the creator.

Note: If a reviewer rejects a CID, entering comments stating the reason for rejection in the Reviewer Comments section is mandatory.

• Once the CID is reviewed and ready for submitting, click Actions and click Submit. For more infor-mation, see “Customer Submit - Final CID Submit”.

Customer Submit - Final CID SubmitCID submitting by a customer is the final submit stage where all the information about the customer including, customer requirements, system configuration, and settings is finalized. At this stage, the CID is locked for editing and Smart CID does not allow changes to the customer information, configuration, and other settings.

To submit a CID:

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1. Click Actions -> Submit from the CID dashboard. If the information you have provided in the CID is complete the CID is submitted.

Figure 61. Submitted CID

If the information is incomplete, a CID Status notification window appears displaying in which form the

infomation needs to be corrected or completed.

Figure 62. Notification of incomplete sections when submitting a CID

2. Enter all the missing information and click Actions -> Submit to submit the CID.

The status of the CID changes from Active to Submitted. The CID is now locked for changes and is now ready for the Integration Center personnel to start filling in the factory settings details.

Reopening submitted CIDsWhen a CID is submitted, it is locked for editing. No changes can be made at this stage. If the CID needs additional changes or updates, the CID needs to be reopened. To reopen a CID, click Actions -> Reopen from the CID dashboard.

Note: The reopen feature is available only to users with special administrator privileges. Send an email to [email protected] for administrator privileges.

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Note: For Field services, the Actions -> CID Reopen access for all the CID creators is enabled.

To view CID details after submission, refer to the “Viewing CID summary” section.

To download the CID details in HTML format, or to download other output files, refer to the “Output files” section.

To archive a CID, refer to the “Archiving a CID” section.

To track a submitted CID refer to the “Tracking a CID” section.

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5 Smart CID supportWe welcome your feedback. Smart CID is committed to providing you help and support that meets your needs. You can reach us in one of the following ways:

• Email support

• Smart CID Resource Center

Email supportFor critical issues that need immediate attention, send an e-mail to [email protected]. Our support personnel will contact you and help you in resolving the issue.

Smart CID documentationHPE is committed to provide documentation that meets your needs. To help us improve the documen-tation, you can send an email with your suggestions, or comments to CSS Documentation Feedback ([email protected]). Include the document title and version number while submitting your feedback.

Related documentationThe documentation set for this release is available on HPE Smart CID website. In addition to this docu-ment, you can find related documents and training material on the website:

https://smartcid.itcs.hpe.com/Training/#docs

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