Saturday, 19 December 2015

OCUM 6.3 Virtual Appliance Quick Install Notes: Part 1 of 2 (Before Web UI)


- Hardware (recommended): Disk = 5 GB (thin provisioning) (or 152 GB using thick provisioning)
- Hardware (recommended): Memory = 12 GB
- Hardware (recommended): vCPUs = 4
- Hardware (recommended): Process Cycles = 9572 MHz
- Virtual Infrastructure: vSphere 5.1+
- Software: ONTAP 8.2.2+
- Software: Browser - IE 10 and 11, Chrome 41 and 42, Firefox ESR 31 and 38, Safari 7 and 8
- Software: Browser client - Windows 7 and 8, RHEL 6.5, 6.6 and 7, SUSE 11 SP2, OSX 10.8
- Inbound Port: 80 to Unified Manager web UI (redirects to 443)
- Inbound Port: 443 to Unified Manager web UI and APIs
- Inbound Port: 22 for SSH/SFTP to Maintenance console
- Inbound Port: 3306 to MySQL database
- Outbound Port: 443 to Storage Systems
- Outbound Port: 443 to AutoSupport (or via SMTP)
- Outbound Port: 25 to SMTP Server
- Outbound Port: 389 to Authentication Server (LDAP)
- Outbound Port: 162 (UDP) to SNMP Server (v1 or v3)
- Outbound Port: 123 (UDP) to NTP Server

Information Required to Complete Basic Setup

1) Deploying the OVF template in vSphere
- Name for the deployed template
- Destination storage for virtual machine files
- Disk Format: Thin Provision/ Thick Provision Lazy Zeroed/ Thick Provision Eager Zeroed
- VM Network for Network Adapter 1

2) Configuring OCUM on first boot
- Timezone (Geographic Area & City or Region)
- DHCP or Static Network Configuration?
- Enter the host FQDN:
- Enter the host IP address:
- Enter the network mask:
- Enter the IP address of the default gateway:
- Enter the primary DNS address:
- Enter the secondary DNS address:
Note: Setup discovers a DNS search domain from the FQDN provided above
- Enter additional search domains (Optional):
- Username (for new maintenance user):
- Password (UNIX password for new maintenance user):

3) Initial Setup in the Web UI
- Enable AutoSupport?
- NTP Server:
- Maintenance User Email:
- SMTP Server Hostname:

Install Walkthrough

1) Download the OVA file from
2) Deploy the OVA template into vSphere
3) Power on and follow the Console output
3.1) When prompted to install VMware Tools, use the vSphere Client/vSphere Web Client, to install VMware Tools

Image 1: OCUM waiting for VMware Tools Install/Upgrade initialization via the vSphere Client

Image 2: vSphere Client 5.5 Install/Upgrade VMware Tools
3.2) Configure the timezone

Image 3: Configuring tzdata
3.3) Apply the network configuration and confirm the selections

Image 4: If the appliance fails to contact a DHCP server, you’ll get the below... 2 to continue with setting up a static network configuration.

Image 5: Confirming OCUM static network configuration
3.4) When prompted, supply username and password for the maintenance user

Image 6: OCUM - Create the maintenance user
3.5) Basic setup complete! Configuration continues via the Web UI.

Image 7: OCUM 6.3 basic setup complete!


  1. Hi I am trying 9.5 OVA on vmware 5.5.0 it won't install the vmware tools so the setup is getting stuck at that step. any suggestions please what could be the issue ?

  2. Thanks for taking the time to discuss this, I feel strongly about it and love learning more on this topic. If possible, as you gain expertise, would you mind updating your blog with extra information? It is extremely helpful for me. appliance services

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