Required and optional initial tasks

After IBM Spectrum Connect is installed, different tasks are required before the server can become fully operational.

Refer to the following tables for information about the required and optional management tasks.

Note: Unless specified otherwise in the 'Management method' column, you can initiate tasks from either the web user interface (UI) or command-line interface (CLI) .

Table 1. Required tasks in sequential order
Step	Required task	Management method	Relevant cloud interface	Refer to
1.	Set a password for the 'ibmsc' user if necessary (a Linux® root user action), and then switch to the 'ibmsc' user.	CLI	All	CLI – Switching to 'IBMSC' user mode
2.	Run initial setup to define high-availablity groups, add SSL certificate and set storage system credentials. If you complete the initial setup, you can skip steps 3–6 below.	UI	All	Running initial setup
3.	Log in to the UI and then change the password of the initial admin user.	UI	All	Logging in Changing the password of a Spectrum Connect user
4.	Define a high-availability group	UI	IBM Storage Provider for VMware VASA	Managing high-availability groups
5.	Add SSL certificate for the Spectrum Connect server	CLI or UI	All	CLI – Managing server certificates Managing server certificates
6.	Add the storage system access credentials	CLI or UI	All	CLI – Adding or removing storage system credentials Entering the storage system credentials
7.	Add the storage systems to be used	CLI or UI	All	CLI – Managing storage systems Adding a storage system

Table 2. Optional tasks
Step	Optional task	Management method	Relevant cloud interface	Refer to
1.	Set the VASA access credentials ("VASA Secret") to allow connection of vCenter servers that require VASA functions.	CLI or UI	IBM Storage Provider for VMware VASA	CLI – Setting the VASA credentials Setting the VASA credentials
2.	Define storage spaces and services.	UI	IBM Storage Enhancements for VMware vSphere Web Client IBM Storage Plug-in for VMware vRealize Orchestrator IBM Storage Provider for VMware VASA	Adding a storage space Adding a storage service Defining and attaching storage resources
3.	Add vCenter servers.	CLI or UI	IBM Storage Enhancements for VMware vSphere Web Client	Adding a vCenter server
4.	If you want to use vWC plug-in for managing volumes created on storage resources attached to specific services, delegate the services to the previously added vCenter servers.	CLI or UI	IBM Storage Enhancements for VMware vSphere Web Client	Delegating storage services to a vCenter server
5.	Establish integration with vRealize Orchestrator (vRO). Note: Not applicable for the DS8000 family storage systems.	UI	IBM Storage Plug-in for VMware vRealize Orchestrator	Managing integration with vRealize Orchestrator
6.	Delegate storage services to the previously added vRO server. Note: Not applicable for the DS8000 family storage systems.	UI	IBM Storage Plug-in for VMware vRealize Orchestrator	Managing integration with vRealize Orchestrator
7.	Establish integration with vRealize Operations Manager (vROps). Note: Not applicable for the DS8000 family storage systems.	CLI or UI	IBM Storage Management Pack for VMware vRealize Operations Manager	CLI – Managing integration with vRealize Operations Manager Managing integration with vRealize Operations Manager
8.	Configure LDAP-based directory user access to Spectrum Connect.	CLI	-	Configuring LDAP-based directory user access
9.	Manage the Spectrum Connect users.	CLI	-	CLI – Managing Spectrum Connect users Managing Spectrum Connect users
10.	Run stateful containers with a storage volume provisioned from an external IBM storage system.	UI	IBM Storage Enabler for Containers	Managing integration with IBM Storage Enabler for Containers
11.	Automate storage provisioning, host mapping, volume expansion and other storage-related tasks by using Microsoft PowerShell cmdlets.	UI	IBM Storage Automation Plug-in for PowerShell	Managing integration with Microsoft PowerShell
12.	Back up or restore a Spectrum Connect configuration, including the data of all existing user accounts, credentials, storage systems, and storage resources.	CLI	-	CLI – Backing up or restoring Spectrum Connect configuration