Last modified Oct, 09, 2017
Initialize ScaleArc

Welcome to the ScaleArc setup!

Now that you've installed ScaleArc transparently in the network you are ready to configure the initialization parameters for the application. The wizard prompts you through some of the settings to get the application up and running. 

Configure basic operating parameters

Follow these steps to get started.

If you have a Free Trial license, the screen displays a banner indicating it is a 30-day trial software. ScaleArc sends you an email tracking the number of days left before the trial period expires.

This page documents the minimum network configuration required to connect to ScaleArc's Graphical User Interface (GUI). Additional configurations for initializing ScaleArc are described here.  


  1.  Click on Setup ScaleArc in the Welcome screen. 



  2. This screen appears only once, when you begin initialization.  

    Complete the fields as follows:

    Field/Button Description Default/User input
    Hostname

    Logical name used to manage the ScaleArc appliance. Hostname is used to identify ScaleArc software with the network. 

    Important

    If you plan to integrate with Windows AD, make sure you observe the maximum length recommended by Microsoft.

    Enter a hostname.
    IP Address

    Default Gateway's IP Address.

    Enter the IP address.
    Primary/Secondary DNS

    IP Address for the Primary and Secondary DNS. ScaleArc uses these settings to translate network names to IP addresses.


    Time Zone

    The time zone for the system.

    Identify the time zone.
    The default is GMT.
    Time Server

    The NTP Server used by ScaleArc. This value must be configured for ScaleArc systems that form an HA pair. 

    Important

    Do not skip the NTP time server setup; if un-configured it could lead to later problems, such as synchronization between HA partners, Windows AD integration, and so on.

    Enter the name of the NTP Server.
    Administrative Username

    The username for ScaleArc’s main administrative user, which is used for subsequent logins to this web console. 

    Enter a username.
    Administrative Password

    The password for ScaleArc’s main administrative user; this is used for subsequent logins to this web console. 

    Enter a password.
    Confirm Password

    Repeat the password previously entered.

    Re-enter password.
    Upload License button

    Loads the ScaleArc license. 

    All free trial licenses are valid only for 30 days. Refer to ScaleArc sizing for more information on the different types of licenses.

    Click the Upload License button.  
    Apply Settings button

    Loads an Applying Configuration dialog.

    Click the button to apply the settings. 
     OK button Exits the configuration mode. Click OK.
  3. Click to upload the ScaleArc license. Wait for the appliance to upload the license and confirm it is working. A successful upload turns the Upload New License button from green to grey.  Refer to ScaleArc sizing for more information on the different types of licenses, based on your capacity requirements.

  4. The EULA you see on the screen depends on whether you have a Trial or a Production license key. 

    1. Accept the EULA if you have a Trial license. 



    2. Alternatively, enter the username, password, and email if you have a Production license. Then, accept the EULA.

       

  5. Click the Apply Settings button. Note that if you attempt to complete the initial setup without accepting the EULA, ScaleArc prompts you to do so before you can apply the settings.  
  6. The appliance loads an Applying Configuration dialog, then displays a “Settings are saved successfully” dialog.



  7. Click OK on this dialog. 
  8. Log in using the administrator user name and password you set earlier. Once logged in, you see the ScaleArc dashboard.
    You may wish to clear the notifications that may have occurred during installation in the Events tab.




  9. Review the ScaleArc dashboard before following the wizard to define these basic configurations.

Initialize ScaleArc on AWS or Google Cloud

Follow these procedures to initialize ScaleArc on AWS or Google Cloud. Note that the initialization screen is identical for both, except for the Cloud Information field.

  1. Complete the fields as follows:

     

     

    Field/Button Description Default/User input
    AWS Instance ID or Google Cloud password

    Instance ID for the AWS Instance.  

    Google Cloud

    If you are initializing ScaleArc on Google Cloud, you need to enter the system-generated custom metadata generated during installation here. 

    For AWS Enter an AWS instance ID.

    For Google Cloud
    Enter the scalearc_user_password.
    Time Zone

    The time zone for the system.

    Identify the time zone.
    The default is GMT.
    Date The date for the system. Select the date for the system.
    Time Server

    The NTP Server used by ScaleArc. This value must be configured for ScaleArc systems that form an HA pair. 

    Important

    Do not skip the NTP time server setup; if un-configured it could lead to later problems, such as synchronization between HA partners, Windows AD integration, and so on.

    Enter the name of the NTP Server.
    Administrative Username

    The username for ScaleArc’s main administrative user, which is used for subsequent logins to this web console. 

    Enter a username.
    Administrative Password

    The password for ScaleArc’s main administrative user; this is used for subsequent logins to this web console. 

    Enter a password.
    Confirm Password

    Repeat the password previously entered.

    Re-enter password.

    Upload License button


    Loads the ScaleArc license. 

    All free trial licenses are valid only for 30 days. Refer to ScaleArc sizing for more information on the different types of licenses.

    Click the Upload License button.  
    Apply Settings button

    Loads an Applying Configuration dialog.

    Click the button to apply the settings. 
     OK button Exits the configuration mode. Click OK.
  2. Click to upload the ScaleArc license. Refer to ScaleArc sizing for more information on the different types of licenses, based on your capacity requirements.  

  3. Wait for the appliance to upload the Trial or the Production license. A successful upload turns the text on the Upload New License button from green to grey. Accept the EULA. Note that if you attempt to complete the initial setup without accepting the EULA, ScaleArc prompts you to do so before you can apply the settings.
  4. Click the Apply Settings button. The appliance loads an Applying Configuration dialog, then displays a “Settings are saved successfully” dialog.

Review the ScaleArc dashboard

ScaleArc provides a comprehensive dashboard. Note that as a first time user, your dashboard only displays the tabs and the Add Cluster button. Once you have configured the cluster, the dashboard displays it in the control panel.

ScaleArc GUI tabs

Tabs on the top of the ScaleArc dashboard open screens to create, configure, manage, and administer clusters. Additionally, the dashboard tabs provide access to a rich suite of tools to monitor and analyze cluster activity and behavior in real time. 

Control panel

The ScaleArc Control Panel displays clusters; one in each panel if you have more than one cluster. Each panel provides information about the cluster, including its unique system-generated ID. It also includes interactive icons and buttons to configure and edit the configurations associated with that cluster. 

Events tab

An Events tab on the menu registers and flags the number of events generated by ScaleArc. To clear events:

  1. Click the Events tab to show the list of notifications.



  2. Click the More Events button to navigate to the Events List.
  3. Choose an event and click the red Remove icon next to it. Confirm the event’s deletion. 

     
     
  4. Click Close in the Events List. To clear all events, click on the Delete All Events button. 

  5. Next, configure basic settings before you begin cluster configuration.

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