Smart CID User Guide HPE Synergy

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Smart CID User Guide HPE Synergy
Smart CID User Guide
HPE Synergy

Version 7.9.1
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 Lighthouse solutions.

Published: September 2021
Smart CID User Guide HPE Synergy
Copyright Notices
© Copyright 2021, 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.

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Smart CID User Guide HPE Synergy
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 ............................................................................................................................................................................ 6
                Navigation menu ................................................................................................................................................................................. 8
                Actions menu ........................................................................................................................................................................................13
3 Creating CIDs in HPE Smart CID........................................................................................................................................ 15
             Creating a new CID .................................................................................................................................................................................15
             Creating a new CID using Guidance ID ...................................................................................................................................... 16
             Creating a new CID using One Config Advanced (OCA) ..................................................................................................17
             HPE Synergy Smart CID dashboard ............................................................................................................................................ 18
                Customer and Contacts Information .......................................................................................................................................21
                Order Questionnaire ........................................................................................................................................................................24
                Frame Layout ......................................................................................................................................................................................26
                Network Settings .............................................................................................................................................................................. 30
                Composer & Image Streamer .....................................................................................................................................................35
                Enclosure Group ................................................................................................................................................................................38
                Server Profile List Details (Optional) ..................................................................................................................................... 41
                Datacenter Details (Optional) ....................................................................................................................................................42
4 Submitting CIDs ......................................................................................................................................................................... 45
             Submit for Review ..................................................................................................................................................................................45
                Review Process ...................................................................................................................................................................................45
             Customer Submit - Final CID Submit ......................................................................................................................................... 46
                Output XML file ..................................................................................................................................................................................47
                Reopening submitted CIDs ..........................................................................................................................................................47
Smart CID User Guide HPE Synergy
Factory Input .............................................................................................................................................................................................47
             .......................................................................................................................................................................................................................... 49
5 Smart CID support...................................................................................................................................................................... 51
            Email support .............................................................................................................................................................................................51
            Smart CID documentation ..................................................................................................................................................................51
               Related documentation ..................................................................................................................................................................51
Smart CID User Guide HPE Synergy
1 Introduction
           New 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 Lighthouse
           solution meets today’s business, and IT needs efficiently. It is all engineered to work together as a
           single solution. 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 Lighthouse solutions are
           tightly-integrated to help reduce deployment errors along with operational and maintenance costs.
           When ordering a customized or pre-configured solution, 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 on-line 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 on-site.

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

Browser compatibility
    Smart CID is designed to work on the following browsers:

    • Google Chrome
    • Microsoft Internet Explorer 11

Systems supported
    Smart CID supports creating CIDs for the following HPE Systems:
    • GreenLake Offerings
      • HPC as a Service
      • HPE GreenLake Control Plane
      • VMaaS Scaleable Form Factor
      • CaaS on VMaaS
      • MLOps on container platform
      • VMaaS on HPE Synergy
    • SAP HANA
      • HPE DL 360/80 Solution for SAP HANA (ICX)
      • HPE Solution for SAP HANA SD Flex with Primera v6.5
      • HPE Superdome Flex 280 Solutions for SAP HANA (CPX)
      • HPE Solution for SAP HANA SD Flex with 3PAR v6.0
      • SD Flex Predefined Configs with JBOD (CLX)
      • HPE DL560 Predefined Config v6.0 (CLX)
    • Virtualization
      • VCF on HPE ProLiant DL Servers
      • VCF on Synergy
    • Infrastructure
      • HPE Synergy
    • NFV
      • HPE Telco Infrastructure Configuration Generator

2                                                                                Browser compatibility
Smart CID User Guide HPE Synergy
2 Getting started
        HPE 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 CID
        Access 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
Smart CID User Guide HPE Synergy
Smart CID interface
    When you log in to the HPE Smart CID portal, the default page lists all the CIDs created by you. Table 1
    below lists the Smart CID Interface sections.

    Figure2. Smart CID Interface
                                                                                                    4

    Table 1 below lists and describes the Smart CID Interface sections.

4                                                                                           Smart CID interface
Smart CID User Guide HPE Synergy
Table 1. Smart CID Interface
          #         Description
          1         Main CIDs Page- Clicking on this icon directs you to the main CIDs page.
          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         Filter- This is the CIDs List Filter which provides the following options:
                            • Under Status if you select Existing (Submitted + Active), the list of
                              Submitted and Active CIDs open.
                            • If you select Archived CID, the list of archived CIDs appear.
          4         Help, Notification, Session- The icons on the top right of the page stand for the following:
                            • Help - Clicking on this icon takes you to the online help page.
                            • Session - Clicking on this icon displays your login account details and status
          5         Create CID+- You can click on this button to create a new CID.
          6         Entries- If a CID is already created, this section automatically displays the CID Status, 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.
          7         Version- Clicking on this icon displays the:
                    - HPE Smart CID version
                    - Build number
                    - Build date
          8         Privacy Policy- Clicking on this icon redirects you to the HPE Privacy Statement page.
          9         Release Notes- Clicking on this icon redirects you to the latest Smart CID Release Notes.
          10        Email- Clicking on this icon redirects you to the Smart CID email support.

        Note: After you create a new CID in Grommet UI, the legacy CIDS appears in the piano UI.

        Click a CID number to view its dashboard.

Profile CIDs Page
        The Profile CIDs page displays all the CIDs you create.

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

Profile CIDs Page                                                                                                   5
Smart CID User Guide HPE Synergy
Figure 3. Profile CIDs page

     The Profile CID page provides the following details for each of the CIDs listed:
     • Status
     • 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 details
     To 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, click the section title.

6                                                                                            Profile CIDs Page
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.

Profile CIDs Page                                                                                               7
Figure 5. CID details

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

Navigation menu
    The 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

8                                                                                        Profile CIDs Page
• 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. The Summary window appears which displays data from all the sec-
           tions.
        You can also export the summary in an XLS format by clicking Export to Excel.
        Note: You can export all the available fields in a form even if the form is not saved.

        Figure 7. Summary view

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

Profile CIDs Page                                                                                             9
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.

     4. Click Browse to select a file and click Open.
     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 8. 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.

     The uploaded files are displayed in the File Upload window.

10                                                                                             Profile CIDs Page
Downloading a File

        To download a file, click the Download icon.

        Deleting a File
        To 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.

        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.

        Figure 9. Tracking CIDs

        Output files

Profile CIDs Page                                                                                               11
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 10. 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.
     4.   Click OK.

     Figure 11. Output files

     Uploaded files

12                                                                                              Profile CIDs Page
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 12. Accessing attachments

        Click Uploaded Files to view attachments. The Uploaded Files window displays the:
        •   File Name
        •   File Size
        •   File Type
        •   Download function: Clik the download icon to download the files.

Actions menu
        The actions menu includes the following sub-menus:
        • Submit:
        • Delete
        • Archive
        • Clone

Submitting a CID

        Refer to the Submitting CIDs section.

Deleting a CID

        You can delete a CID if it is no longer valid. To delete a CID, click Actions>Delete. Click Yes in the
        Delete Confirmation window to delete the CID.

Profile CIDs Page                                                                                                13
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:
     • 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.
     4. In the Clone Confirmation window, click Yes..
     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.

14                                                                                              Profile CIDs Page
3 Creating CIDs in HPE Smart CID
       The 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 HPE Smart CID then generates validation files from the submitted CID.
       6. Finally, engineers use the validation files in the factory to start building the system.

Creating a new CID
        To create a new CID:
        1. Click Create CID.
        2. Select Infrastructure under Category.
        3. Select HPE Synergy under Solution.
        4. Under CID Option you can choose from among:
                a. Custom CID
              b. OCA Upload - If you choose this option, upload the OCA file.
              c. Simplified CID
              d. Guidance ID- If you choose this option, enter the SSET Guidance ID>
              e. Template- If you choose this option, select from among these templates:
                      •3 Frame CID Template
                      •2 Frame CID Template
                      •1 Frame CID Template
        5. Click Create. This initiates the CID process. HPE Smart CID generates a unique
           tracking ID for every new CID. The status of this new CID is now Active.

Creating a new CID                                                                                           15
Figure 22. Options to Create 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 ID
     Users can now create a new CID using the Guidance ID created in HPE SSET.

     To create a new CID using Guidance ID:
     1. Click CID Using Guidance ID.
     2. Click Next
     3. A Get SSET Guidance Details window is displayed.

16                                                                           Creating a new CID using Guidance ID
Figure 23. Get SSET Guidance Details

        4. Enter the guidance id.
        5. Click Confirm and Proceed. .

        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 CID by Importing OCA.
        2. Click Next.

Creating a new CID using One Config Advanced                                                                  17
Figure 25. Creating CID using OCA

     3. Click Browse to select the .oca file generated from the OCA tool.
     4. Click Confirm and Proceed. A new CID number is generated.
     5. Click OK. A pop-up appears stating that the CID has been populated with OCA information.

     Figure 26. OCA information populated CID pop-up

HPE Synergy Smart CID dashboard
     The Smart CID Dashboard is divided into the following sections depending on the system selected:
     • Customer & Contacts Information
     • Order Questionnaire
     • Frame Layout
     • Network Settings

18                                                                         HPE Synergy Smart CID dashboard
•   Composer & Image Streamer
       •   Enclosure Group
       •   Server Profiles (Optional)
       •   Datacenter Details (Optional)

       Figure 27. Full CID dashboard

       The dashboard also has the Actions menu with Submit, Delete, Archive and Clone options. To know
       more, refer to the “You can delete a CID if it is no longer valid. To delete a CID, click Actions>Delete. Click
       Yes in the Delete Confirmation window to delete the CID.” section.
       The following sections are not applicable if you select Simplified CID:
       • Frame Layout
       • Enclosure Group

       Figure 28. Simplified CID dashboard

HPE Synergy Smart CID dashboard                                                                                     19
To edit any form on the Dashboard, click the Edit icon next to the specific form as shown in Figure 29
     below.

     Figure 29. Edit icon

     Online Help Feature
     For 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 30. Help icon

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

20                                                                             HPE Synergy Smart CID dashboard
Figure 31. Help window

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

Customer and Contacts Information
       The 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 32. HPE Order Details

HPE Synergy Smart CID dashboard                                                                         21
Note: Now multiple order numbers are supported, separated by a comma. The maximum length of each
           order number is 10 characters..

     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 Details
     This tab allows you to enter the following details:
     • HPE Sales Order Number
     • HPE Sales Quote Number
     • SFDC Opportunity ID
     Note: SFDC Opportunity ID is a mandatory field. Enter a valid opportunity ID here.

     • 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.

22                                                                               HPE Synergy Smart CID dashboard
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 Details
       This tab allows you to enter the following details:
       • 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 Contacts
       This 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.

       Note: The Title/Position field is optional and you can input hyphen and slash symbols in this field

       CID Collaborators
       This 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.

       Note: The Title/Position field is optional and you can input hyphen and slash symbols in this field

       After entering the details, click Save.

HPE Synergy Smart CID dashboard                                                                                  23
Order Questionnaire
     The Order Questionnaire contains questions that allow you to specify system configuration.

     HPE OneView Remote Support
     Figure 33.

     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.

24                                                                          HPE Synergy Smart CID dashboard
Other
       Figure 34. 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)

HPE Synergy Smart CID dashboard                                                                             25
• Enable Insight online (Yes/No)
         • Special instructions
         • Insight online login
         • Insight online password
     Click Save after entering the details.

Frame Layout
     This 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 Details
     In 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.

     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.

26                                                                               HPE Synergy Smart CID dashboard
Figure 35. Rack Details Dashboard

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

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

       Figure 36. 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.

HPE Synergy Smart CID dashboard                                                                          27
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 37. Frame Details

     Frame Details
     This 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 Details
     This tab allows you to select the Appliance Type:
     • Composer or Image Streamer
     • HPE Synergy Composer 2
     After entering the details, click Save.

     Device Bay Details
     This tab allows you to enter and edit the following:
     • Node Type
     • Node Name
     After entering the details, click Save.

28                                                                            HPE Synergy Smart CID dashboard
Figure 38. Device Bay details

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

       Interconnect Bay Details
       This 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 39. Interconnect Bay details

HPE Synergy Smart CID dashboard                                                                  29
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 Settings
     The 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 40. Network form in Full CID

30                                                                           HPE Synergy Smart CID dashboard
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 Details
       This 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 41. 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.

       Note: VLAN ID is made optional so that the address pool can be filled.

HPE Synergy Smart CID dashboard                                                                               31
Note: In the HPE Synergy Simplified CID, you can now configure FC/FCoE SAN networks.

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

     Figure 42. Configuring Network Set

     Note: There is a maximum bandwidth validation of 50 GB under the Network Details. Please check
           Figure 43 below for reference.

     Figure 43. Validation for maximum bandwidth

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

32                                                                         HPE Synergy Smart CID dashboard
Figure 44. 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.

       Note: Help text is added to the address details to create IP pools.

       Network Set (Optional)
       This is an optional form.

       Figure 45. Network Set

HPE Synergy Smart CID dashboard                                                                              33
In this form you can edit the following:
     • General
         • Name
         • Requested Bandwidth (GB/s)
         • Max Bandwidth (GB/s)
     • Network Details
     In this section you add networks.

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

     Figure 46. 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.

     Note: Submit check for server profiles is now active.

     Enclosure Bay IP Addressing (EBIPA) Details (Optional)
     This is an optional form.

34                                                                            HPE Synergy Smart CID dashboard
In this form you can add the Frame Device & ICM Bay details. You can add the EBIP Address.

       Figure 47. EBIPA details

       Others
       This 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

HPE Synergy Smart CID dashboard                                                                     35
Figure 48. Composer & Image Streamer Details

     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
        • Secondary 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: The Composer Hostname accepts 63 characters in accordance to the OneView limit.

     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.

36                                                                               HPE Synergy Smart CID dashboard
Figure 49. 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)
         • 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

HPE Synergy Smart CID dashboard                                                                          37
Figure 50. 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 51 below.

     Figure 51. 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.

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

38                                                                            HPE Synergy Smart CID dashboard
Figure 52. Enclosure group list

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

       Figure 53. 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.

HPE Synergy Smart CID dashboard                                                                              39
• 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 54. 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.

     Note: In the Uplink Port Details section, under the Enclosure Group Layout > LIG Details form, users
            can now select additional Speed and FEC Mode details.

40                                                                            HPE Synergy Smart CID dashboard
Figure 55. Add multiple uplink ports

Server Profile List Details (Optional)
       You can now create server profiles in this optional form.

       Figure 56. Server profile list details

       After you click on Create Server Profile the following tabs appear:
       •   General
       •   Connections
       •   Local Storage
       •   BIOS Settings

       General
       In this form you can edit the following:

HPE Synergy Smart CID dashboard                                              41
• Name
     • Server Profile Template
     Note: Currently, Smart CID does not support creating a Server Profile Template, so, temporarily, this
           field is set by default to None.

     •   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.

Datacenter Details (Optional)
     The 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).

42                                                                            HPE Synergy Smart CID dashboard
• 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

HPE Synergy Smart CID dashboard                                                                           43
44   HPE Synergy Smart CID dashboard
4 Submitting CIDs
        After 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 Review
        To 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 Process
        When 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 57 below illustrates the Submit for Review
        process workflow.

        Figure 57. Review Process

        The following scenarios can occur when a CID is in the review stage:
        • 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.
        • 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
          information, see “Customer Submit - Final CID Submit”.

Submit for Review                                                                                               45
Customer Submit - Final CID Submit
     CID submitting by a customer is the final submit stage where all the information about the cus-
     tomer 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 infor-
     mation, configuration, and other settings.
     To submit a CID:
     1. Click Actions -> Submit from the CID dashboard. If the information you have provided in the CID is
        complete the CID is submitted.

     Figure 58. 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 59. 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.

46                                                                           Customer Submit - Final CID Submit
Output XML file
        When a CID is submitted, Smart CID generates an XML file that has the details of the CID.
        Access this file from the Output files section.

        Figure 60. Accessing output XML file

Reopening submitted CIDs
        When 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 smart-cid-admin@hpe.com for administrator privileges.

        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 “Out-
        put 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.

        Note: An active CID which has not been updated for 365 days is deleted. Also, all submitted CIDs are
              archived after 180 days.

Factory Input
        Submitted CIDs are now available for factory or Integration Center personnel to enter factory
        input. Special credentials are needed to view and enter factory input. These credentials are based
        on regions. Use the following usernames to log in as factory personnel

Factory Input                                                                                                 47
.
     Table 2. Factory usernames based on region

         Region            Username
         AMERICAS          americassa@hpe.com
         APJ               apjssa@hpe.com
         EMEA              emeassa@hpe.com
     Send an email to smart-cid-admin@hpe.com for passwords. To enter factory input, log in using the
     factory credentials.
     The profile CID displays all the CIDs that are submitted in that region. Click a CID number open
     the CID dashboard. All sections of the CID are in a read-only mode. Only the Factory Input sec-
     tion is enabled for entering factory input.

     Figure 61. Factory input on a CID dashboard.

     Click Edit to enter factory input.

48                                                                                         Factory Input
Figure 62. Factory input window

Enter the following details for each server and enclosure:
• iLO MAC address for server
• OA MAC address for each enclosure
• IC MAC address for each enclosure

Note: The default passwords for each device is Factory. Do not change the default passwords. These
      default values are required for validation.

Click OK to save and close the window.

                                                                                                 49
50
5 Smart CID support
        We 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 support
        For critical issues that need immediate attention, send an e-mail to smart-cid@hpe.com. Our support
        personnel will contact you and help you in resolving the issue.

        Smart CID documentation
        HPE 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
        (pdl_smartcid_ind_all@hpe.com). Include the document title and version number while submitting
        your feedback.

        Related documentation
        The 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

Email support                                                                                               51
52   Smart CID documentation
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