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Video: Data Center Expert | How do I mass configure APC devices?

Issue:
Process for mass configuring APC devices using StruxureWare Data Center Expert.

Product Line
StruxureWare Data Center Expert (DCE)
- Basic Appliance (AP9465)
- Standard Appliance (AP9470)
- Enterprise Appliance (AP9475)
- Virtual Appliance (AP94VMACT)
StruxureWare Central (SWC)
InfraStruXure Central (ISXC)

Environment:
StruxureWare Data Center Expert (all versions)
APC Network Management Cards (all versions since 3.X)

Resolution:

Note:
If you wish to mass configure user settings (username & password), see knowledge base How do I mass configure APC user settings using Data Center Expert? .

Mass Configuring Settings
Creating a Configuration Template
Editing a Configuration Template
Using a Configuration Template
Error Messages
Editing Device File Transfer Settings

Mass Configuring Settings

1) Open the Data Center Expert Desktop Client and log in.

2) Within the Monitoring Perspective (button) select the group that contains the devices within the Device Groups pane.  Within the Device View pane, right-click on the device and select APC SNMP Device Configuration.
NOTE: An alternative method is to go to the Device menu and select APC SNMP Device Configuration.

3) If prompted to select a Configuration Type, select Standard device configuration settings and click OK.
NOTE: You will only be prompted to select a Configuration Type if the device that was right-clicked on is running firmware version 6.X or higher.

4) Select Configure Devices.

5) Select a device from the list and then select Retrieve Device Settings.
NOTE: If you receive an error message, see steps at bottom of knowledge base to resolve.

6) Once the settings are retrieved, select Next.

7) Check the boxes of the devices that you wish to configure the same settings on and select Next.
TIP: You can use the Select/Deselect All check box to uncheck the list of devices.
NOTE: You can not choose unique settings per device.  This option is to push the same settings out to all selected devices.
NOTE: It is recommended to test this with a single device before mass configuring more than one device.

8) Navigate through the tree of items to find the settings you are looking for.
NOTE: Do not select the root tree item.  Only select the individual items that you wish to mass configure.

9) Select the line item for the setting and then select the Edit button.

10) Change the value to what is required and click OK.

11) Once all of the settings that you wish to change are edited, click Finish.

12) The Device Configuration Status pane will automatically load and show the progress of each of the transfers.
  • Step 1: Retrieving configuration...
  • Step 2: Transferring configuration...
  • Step 3: Waiting for configuration to load...
  • Step 4: Retrieving configuration...
  • Step 5: Configuration successful or Incomplete configuration
NOTE: A Status of Incomplete configuration does not indicate that the changes failed. Right-click on the line item and select View Configuration Results.  See the Error Messages section below for additional details.

NOTE: If you have changed FTP or SSH (SCP) settings, DCE may be unable to verify the changes.  Please ensure to edit the Device File Transfer settings to contain the new protocol settings.

Creating a Template

1) Open the Data Center Expert Desktop Client and log in.

2) Within the Device Menu, select APC SNMP Device Configuration.

3) If prompted to select a Configuration Type, select Standard device configuration settings and click OK.
NOTE: You will only be prompted to select a Configuration Type if the device that was right-clicked on is running firmware version 6.X or higher.

4) Select Create a template and click Next.

5) Select a device from the list that you would like to create a template from and click Retrieve Device Settings.
NOTE: If you receive an error message, see steps at bottom of knowledge base to resolve.

6) Select the device in the list and click Next.

7) Select an item within the list that you would like to be part of the template and click Edit.
NOTE: You can also edit the value by double-clicking into the value field.

8) Edit the value and then click OK.

9) Repeat steps 7-8 for all values that you would like to be part of the template.
NOTE: Once a template is created, new items can not be added to it.  Only existing items in the template can have their values edited.

10) When finished editing values, click Next.

11) Provide the template with a descriptive name.
NOTE: You can not use spaces within the name.

12) Select Finish to save the template.

Editing a Template

1) Open the Data Center Expert Desktop Client and log in.

2) Within the Device Menu, select APC SNMP Device Configuration.

3) If prompted to select a Configuration Type, select Standard device configuration settings and click OK.
NOTE: You will only be prompted to select a Configuration Type if the device that was right-clicked on is running firmware version 6.X or higher.

4) Select Edit a template and click Next.

5) Select a template from the list and click Next.

6) Edit a value by clicking on the line item and selecting Edit.
NOTE: New items can not be added to an existing template. Only existing items in the template can have their values edited.

7) Define the new value and then click OK.  Repeat steps 6-7 for all values that need to be edited.  Click Next when finished.

8) Select a template from the list to save over OR provide the template with a new name to save a copy of the existing template with changes.

9) Select Finish to save the template changes.

Using a Configuration Template

1) Open the Data Center Expert Desktop Client and log in.

2) Within the Monitoring Perspective (button) select the group that contains the devices within the Device Groups pane.  Within the Device View pane, right-click on the device and select APC SNMP Device Configuration.
NOTE: An alternative method is to go to the Device menu and select APC SNMP Device Configuration.

3) If prompted to select a Configuration Type, select Standard device configuration settings and click OK.
NOTE: You will only be prompted to select a Configuration Type if the device that was right-clicked on is running firmware version 6.X or higher.

4) Select Configure devices from a template and click Next.

5) Select a template from the list and click Next.

6) Check the boxes for the devices that need to be configured using that template and click Next.

7) Check the boxes of the devices that you wish to configure using the template and click Next.
TIP: You can use the Select/Deselect All check box to uncheck the list of devices.

9) If values need to be changed, select a line item and select the Edit button.

10) Change the value to what is required and click OK.

11) Once all of the settings that you wish to change are edited, click Finish.

12) The Device Configuration Status pane will automatically load and show the progress of each of the transfers.
  • Step 1: Retrieving configuration...
  • Step 2: Transferring configuration...
  • Step 3: Waiting for configuration to load...
  • Step 4: Retrieving configuration...
  • Step 5: Configuration successful or Incomplete configuration
NOTE: A Status of Incomplete configuration does not indicate that the changes failed. Right-click on the line item and select View Configuration Results.  See the Error Messages section below for additional details.

NOTE: If you have changed FTP or SSH (SCP) settings, DCE may be unable to verify the changes.  Please ensure to edit the Device File Transfer settings to contain the new protocol settings.

Error Messages

Incomplete Configuration
The configuration finished, but not all settings were applied successfully or able to be verified.  Right-click on the line item within the Device Configuration Status pane and select Show Configuration Results.  If the actual value says Not Supported, it indicates that either the device does not support the value or the value is unable to be verified for security reasons.

Failed: Unable to connect
A network or file transfer protocol communication problem exists.  Make sure the device is turned on and online, the appropriate file transfer protocol is enabled at the device, and that the "Device File Transfer Settings" used to access the device include the device's correct port number.

Failed: Unable to log on
The StruxureWare Data Center Expert server does not have the appropriate file transfer protocol settings needed to log on to the device, or communication was lost after the connection was successful.  Make sure the access settings needed to log on to the device are defined in the "Device File Transfer Settings" display, and the appropriate file transfer protocol is still enabled at the device.

Failed: Unable to retrieve configuration
A problem occurred, after the StruxureWare Data Center Expert server transferred the configuration to the device successfully, that prevented the server from verifying that the configuration was successful by retrieving a copy of the configuration from the device.  Make sure that the device has not been turned off or disconnected from the network, access settings have not changed at the server or device, and the appropriate file transfer protocol is still enabled at the device.

Failed: Connection timed out
A network or file transfer protocol communication problem prevented the StruxureWare Data Center Expert server from logging on before the Timeout identified in the "Device File Transfer Settings" display expired.  Make sure the device is turned on and online, and the appropriate file transfer protocol is enabled at the device.  Also, make sure the "Device File Transfer Settings" display includes the correct access settings needed to access the device, and that the Timeout value is appropriate for the network traffic requirements.

Editing Device File Transfer Settings

1) On the select Destination Devices screen, click the Device File Transfer Settings Button.

2) Either Add a new entry or Edit an existing entry.
NOTE: It is recommended to keep the number of entries to a minimum.
NOTE: It is recommended to have as few wildcard entries as possible that apply to the same device ranges.

3) Ensure to select the appropriate IP range, username, password, and protocol type for the device connection.

Basic Device Mass Configuration Video Tutorial:



Creating, Editing & Using Templates for Device Mass Configuration Video Tutorial:

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