Transcript What is the Deployment Editor?

Service Activation Manager
3.1.1
Training Course
Agenda
Module 1: Overview
Module 2: The Modeler
Module 3: The Deployment Editor
Module 4: The CSR Console
Module 5: The Administration Console
Module 6: Installation
Module 7: Troubleshooting
Module 8: Advanced Topics
Module 1
Overview
Overview of the Service Activation Manager
In this module, we’ll cover:
• End-to-end provisioning of data, voice, multimedia, and
home networking
• SAM’s extensible platform, high scalability and high
availability
• The eight interfaces in SAM
• How SAM improves network function
• An introduction to some terminology, DOCSIS
provisioning and DHCP processes
End-to-End Provisioning
Business Flow and
Service Modeler
Subscriber
Acquisition
Device
Qualification
PC qualification,
client configuration
real-time
troubleshooting
Subscriber
Retention
Service Activation
Service
Selection
Based on modeled
packages or
a-la-carte services
Service
Activation
Configure all network
elements involved in
delivery of service
Service
Mediation
Billing System
CRM
Trouble Ticket
CSR / Tech
Service
Assurance
Troubleshooting and
diagnostic tools for
the CSR and TECH
Extensible Platform
SAM™
Third Party
Billing
&
BSS
C-COR Registration
Server
BUS Messaging
API
Adapters
Unified Modeling
Scalable, Flexible
Management
Tools
Modular Platform
Applications
Cadant®
Cornerstone®
C4™
API
3rd Party Apps
(e.g. NMS / EMS)
Adapters
C-COR Provisioning
Servers
API
NMS/EMS
High Scalability and Availability
Load Balancer
Web Server
Web Server
Web Server
Data Base
Data Base
Located
at Noc
Located
at Opsite
Web Server
Primary
SAM
Platform
Server
Secondary
SAM
Platform
Server
Primary
Provisioning
Servers
Opsite1
No Single
Point
Of Failure
Scalable …..
1 Server for 100K IP
Failover (n*1)
…
Secondary
Provisioning
Servers
Primary
Provisioning
Servers
Primary
Provisioning
Servers
Opsite2…
A Vertically Integrated Solution
Business
Layer
Billing and Customer Care Systems
Workflow Rules and Policies
Service Layer
Network Layer
Element Layer
Network Elements
IP based Provisioning Framework
Provisioning Systems, Element and NMS
Devices – CMTS, CM, Servers, etc
C-COR models both business processes and service /
network elements to give a fully-integrated, vertical solution
for transparent service deployment over any network
The Eight Interfaces of SAM
• The Modeler
• The Deployment Editor
• The CSR Console
• The Field Technician Console
• The Self Subscription Console
• The Administration Console
• The Member Services Portal
• Command Line Interface
How SAM Can Make Your Network Function Better
• Automate
• Service activation, health monitoring, and more
• Simplify
• Tiered offerings made easy, geographical differences
eased, image file templates reduce work, and more
• Streamline
• Modeling streamlines deployment, deployment editor
streamlines use of IPs, and more
• Consolidate
• Consolidated, at-a-glance check of network health,
single-point-of-entry for end-to-end provisioning and
network maintenance
Some Language We’ll Use
Servers
CMTS
TFTP
ToD
Provisioning
Servers
CMS
DDNS
NOC
SNMP
IP
Management
DHCP
Blocks
Scopes
Pools
Customer
Equipment
CM
MTA
CH
CPE
Assurance
Polling
MIBs
Image
Files
Firmware
Workflow
Adapter
Services
Packages
Business
KDC
SMTP
IP
Address
MAC
Cont.
Protocols
DOCSIS
PacketCable
CableHome
Flows
UI
Creation
Address
An Introduction to Provisioning
• What is DOCSIS?
• Helper addresses, option sets and relay agents
• Boot process
Introduction to DOCSIS Provisioning
Switch/Router
CMTS
COAX Wire
DHCP
TFTP
Cable Modem
CPE
PC
CPE
PC
TOD
An Introduction to DHCP
• DHCP provides a
mechanism to deliver
configuration parameters
to clients on a network
• The four steps of a DHCP
transaction
• Renewal and rebinding of
IP configurations
• DHCP process with relay
agents
DHCP Discover
DHCP Offer
DHCP Select
DHCP Acknowledge
Review #1
• What is SAM?
• List three places it will introduce efficiencies to your
daily processes
• List some of the functions it automates
• Explain some of its failover capabilities
• What are its eight interfaces?
• Name five new terms and their definitions
• What is DHCP and how does it work?
Module 2
The
Modeler
Overview of the Modeler
In this module, we’ll cover:
• What is modeling?
• The Modeler UI
• Introduction to adapters, services, packages, business
flows and UI creation
• The default adapters and services
• How the Modeler creates the CSR Console
• Publishing finished models
What is Modeling
• Set up the network as a model without any of the risk
involved in live deployment
• Adapters
• Services
• Packages
• Business Flows
• UI Creation
• When you deploy, all pieces are in place, all
connections are tested, all data flows through
unimpeded
The Modeler UI
Introduction to Services and Adapters
Adapters
DHCP
DOCSIS
Cable
Modem
MTA
Image
File
Event
Adapter
Activation
BDS
Adapter
Residential
Gateway
Image File
Proprietary
Adapters
Apache
Com-21
Q-Mail
CG-Pro
I-Merge
Nuera
I-Planet
Services
HSD
Voice
End
Point
Residential
Gateway
(CableHom
e)
E-Mail
Persona
l
Informat
ion (PI)
Location
Webserver
The Procedure
• Publish adapters
• Publish services
• Create packages
• Select business flows
• Perform UI creation
• Publish the finished models
Review #2
• What is modeling and how does it ease the
deployment process?
• What are adapters? Name two and their purposes
• What are services? Name two and their purposes
• What are packages? Describe two or three theoretical
packages
• What are business flows?
• What is the purpose of the UI creation process?
• On your instructor’s computer, create a new service
package
Module 3
The
Deployment
Editor
Overview of the Deployment Editor
In this module, we’ll cover:
• What is the Deployment Editor?
• The Deployment Editor UI
• Planning use of your IP addresses
• Locations, packages, adding servers and devices
• Working with image files
• The access control list
• Deploying by five different methods
What is the Deployment Editor?
• Automates deployment of new devices and services on
the network
• Eases the creation of geographical service regions
• Associates service-level packages and devices with
geographical locations
• Facilitates IP management for more efficient use of a
precious commodity
• Simplifies the configuration of network devices and
image files
The Deployment Editor UI
Planning Use of Your IP Addresses
• The importance of planning for IP usage
• The different ways of organizing IP addresses
• Blocks
• Scopes
• Pools
• What are option sets?
• Why do you want to reserve IP addresses?
• What about static IP addresses?
Relationship Between Blocks, Scopes and Pools
Block of IP Addresses
from ARIN
Sub-Block 1
DHCP 1
(Located: Oregon)
Scope 1
Scope 2
Modems
MTAs
Pool 1
for
Scope 1
Modems
Pool 2
for
Scope 2
MTAs
Sub-Block 2
DHCP 2
(Located: Washington)
Scope 3
Home
Networking
Devices
Scope 4
Customer
PCs
Pool 3
for
Scope 3
Home
Network
Devices
Pool 4
for
Scope 4
Customer
PCs
Scope 1
Modems
Pool 1
for
Scope 1
Modems
Scope 2
Customer
PCs
Pool 2
for
Scope 2
Customer
PCs
The Deployment Process
• Make sure all prerequisites are met
• Create location hierarchy
• Create IP address blocks
• Add packages
• Add devices
• Deploy
Working With Image Files
• What is an image file? What is its purpose?
• Using the standalone image file editor
• Importing default or manufacturer image files
• Basic deployment of image files
• Vendor-specific and package-specific settings
• CMTS-specific image files
The Different Methods of Deployment
• Regular deployment
• Selective deployment
• Merged deployment
• Heavy vs light deployment
• CLI deployment
Assorted Other Deployment Editor Functions
• Moving devices
• Deleting devices
• Viewing devices
• Undoing actions
• The access control list
Access Control List UI
Review #3
• What is the Deployment Editor and how does it ease
the introduction of new devices or services on the
network?
• Set up a location hierarchy, draw it on a piece of paper
and hand it to the front of the class
• Draw up a plan for a block and its associated scopes
and pools, then assign each one a purpose
• On the instructor’s computer, create a scope and pool
• On the instructors computer, add a device
Module 4
The CSR
Console
Overview of the CSR Console
In this module, we’ll cover:
• What is the CSR Console?
• The CSR Console UI
• The five methods of provisioning
• The provisioning process
• Searching for subscribers and accounts
• Viewing subscriber information
• Rebooting and blocking accounts
• Modifying subscriber information
What is the CSR Console?
• Remember back in the Modeler where we did UI
creation?
• CSRs need an interface to enter customer information
and activate their service.
• This console also offers:
• Search capabilities
• Rebooting of modems
• Flagging accounts for technical help
• Account modification
The CSR Console UI
The Five Methods of Provisioning
• Offline
• Online
• Late binding
• Technician assisted
• Self provisioning
The Provisioning Process
• Add subscriber information
• Select a service provider
• Select a location
• Select a package
• Select a service implementation
• Provision high speed data
• Confirm service
• Add on additional services such as email, VoIP and
home networking
Searching for Subscribers and Accounts
You can search by:
• Personal information such as name, address, phone
• User ID
• Modem, MTA or gateway vendor
• MAC, IP or email address
• CMTS
• Provisioning site
• Out of spec modems
• Webserver login
• Subscription status
Viewing Subscriber Information
You can see:
• Personal information
• Subscription status
• Detailed information about any device on the network
• Summary reports on any device on the network
• Provisioning traces for any device on the network
Modifying Subscriber Information
You can modify:
• Location, personal information, user ID, package
information and device information
You also can:
• Suspend email accounts, add device details for
multiple HSD accounts, delete subscribers, change
passwords
Other CSR Functions
You can reboot, block or unblock devices
• When their accounts are unpaid
• For troubleshooting purposes
• Flag a technician that help is needed
• Firmware upgrades
• Completing partial subscriptions
Review #4
• What is the CSR Console?
• Name three of the five provisioning methods and when
you would use them
• On the instructor’s computer, provision one customer
by the offline method
• On the instructor’s computer, search for a particular
customer, upgrade him or her to a more extensive
package, then confirm the new services
Module 5
The
Administration Console
Overview of the Administration Console
In this module, we’ll cover:
• What is the Administration Console?
• The Administration Console UI
• Configurations
• Managing licenses
• Searching for subscribers, devices, and events
• Configuring assurance functions and running reports
• Managing sessions
• IP management
• Blocking, rebooting, and upgrading
• Health monitoring
What is the Administration Console?
• Where the administrator manages users, sessions and
licenses
• Creating and viewing reports
• Managing IP addresses
• Health monitoring
The Admin Console UI
Configuring the System
• Configuring users
• Adding, modifying, deleting, and finding users
• Configuring polling and thresholds
• IP utilization, DHCP polling, and modem
thresholds
• Configuring device vendors
• When and why to add vendors
Managing Licenses
You can license by:
• Services
• Implementation
• Current usage
• Tools/Modules
• User roles
• Add-on features
Searching for Subscribers, Devices and Events
• Searching by subscriber information
• Searching by device
• Searching by event
• Saving queries for re-use
Reading Reports
• IP utilization reports
• IP net definitions reports
• Static IP address reports
• License usage reports
Running Assurance Functions
• What is assurance?
• Configuring polling
• Setting modem thresholds
• Configuring firmware upgrades
• Modem query configurations
• Image file transfer
• Network device reports
• Modem reports
• Modem queries
Managing Sessions
• Finding sessions
• Purging sessions
IP Management
• Running IP utilization reports
• Block definitions
• Static IP reports
• Hierarchy IP reports
Blocking, Rebooting and More
• Blocking and unblocking modems
• Rebooting modems
• Flagging accounts for technical assistance
• Doing firmware upgrades
• Vendor configurations
Introduction to Health Monitoring
• What is health monitoring?
• Viewing general health updates
• Viewing detailed health reports
• Configuring thresholds
• Setting up email notifications
Health Monitoring UI
Review #5
• What functions does the SAM administrator have?
• On your instructor’s computer, create a user and
assign him/her some rights.
• On your instructor’s computer, block a modem,
unblock it, then reboot it.
• List three assurance functions in SAM.
• On your instructor’s computer, do a firmware
configuration.
• List three things you can view in the health monitor
Module 6
Installation
Overview of Installation
In this module, we’ll cover:
• Planning your setup
• Seven different software modules
• Seven different modes of installation
• System requirements and verifications
• Removing an installation
Planning Your Setup
• Draw a network diagram, mapping the primary,
secondary, backup, provisioning, KDC, deployment,
and database servers
• Consider load balancing and failover in that layout
• List all modules needed on each server
• Map all servers’ usernames, passwords, IPs, SIDs,
backups, subnet masks and domain names
Sample Network Diagram
The Seven Software Modules
• Shared components*
• Activation engine
• Assurance core
• Webserver
• Modeler
• Deployment Editor
• CableProv
* Must be installed on all servers
Seven Different Modes of Installation
• Standalone mode
• Primary mode
• Backup mode
• Secondary mode
• Cableprov mode
• Deployment editor mode
• Installation for Windows
System Requirements and Verifications
• Hardware
• Software
• Database
• Browser
• Perl modules for graphing
• Licenses
• Unlimited strength jurisdiction patch for voice
Doing Verifications
• # df -k
• # uname -a
Review #6
• Name three of the seven installation modes
• Name three of the seven software modules
• Design a SAM setup of your own and hand it to the
instructor when you’re done
Module 7
Troubleshooting
and Maintaining
SAM
Overview of Troubleshooting
In this module, we’ll cover:
• Backing up SAM
• Log files
• Some potential scenarios
Backing Up SAM
• Frequency
• Which files to back up
• Where to find scripts
• Running cron jobs
• Where to store data
• Creating backups in a different directory
Log Files
• Two log files per location
• MetaServ.log
• Console.log
• Available under the following modules
• Activation
• Deployment
• Website
• Assurance
• Modeler
•
CableProv is handled differently
• Store log files on a separate partition via a soft link
Scenarios
Review #7
• Write out a plan for backing up your data. When you’re
done, hand it in to your instructor
• Explain the difference between MetaServ.log and
Console.log
• Draw up three possible problem scenarios and
solutions, then share them with the class
Module 8
Member Services
Portal
Using the Member Services Portal
• Email wettings
• Personal Web pages
• Account management
Module 9
Advanced
Topics
Overview of Advanced Topics
In this module, we’ll cover:
• Using the CLI
• Introduction to the KDC
• Introduction to security
• KDC user training
• KDC administrator training
• Creating customized services
• Creating customized business flows
Using the CLI
• Standard command syntax
• Eight argument rules
• File format and interpretation
• Supported commands and their options
• A few behavioral notes
Introduction to the KDC
• Reason for securing the MTA network
• How KDC plays a central role
• Symmetric key cryptography and PKI revisited
• Introduction to Kerberos and authentication dialogue
Introduction to Security
• Authentication and privacy
• Symmetric key cryptography
• Public key cryptography
• Current authentication and privacy
• Symmetric key cryptography
• Public key cryptography
• Current DOCSIS provisioning, data insecurity
• Security fundamentals SSL, BPI+
• Introduction to DNS, nslookup
PacketCable™ Security Overview
Switch/Router
CMTS
SNMPV3
Provisioning
server
BPI/BPI+
Kerberos
PKINIT
Encrypted
configuration file
IP Sec
MTA
phone
KDC
TFTP
1
2
3
4
5
6
7
8
9
*
8
#
CPE
PC
CMS
PacketCable™ Security Interfaces
Provisioning
KDC
CMS
PK init
SNMP V3
IP SEC
MTA
Provisioning
server
Encrypted MTA Configuration File
TFTP server
Source: CableLabs
KDC User Training
• Pre-setup installation
• How to use the KDC 1.03 manual
• Operation of the load balancer
• Configuration of KDC and load balancer
• DNS setup and configuration revisited
• Looking into MTA log files
• Bringing up an MTA
KDC Administrator Training
• Time synchronization errors
• Logging and changing debug levels
• KDC troubleshooting
• Certificate generation
• Tools, openssl, cert key conversion
• Load balancer
• DNS troubleshooting
• Safe practices
Creating Customized Services
• You can create customized services
• Naming and describing new service models
• Defining attributes
• Defining operations
• Defining implementations
• Defining sequence flows
• Mapping adapter capabilities
Creating Customized Business Flows
• Naming the new business flow
• Defining the sequence
• Transaction management
• Mapping attributes
• Managing events
Review #9
• When should you use customized service models and
business flows?
• What is the KDC? Why is it a separate, stand-alone
server?
• What is Kerberos and how does it work?
• What is a security certificate and how is it used in the
C-COR KDC?
• What is key cryptography and how does it work?
Final Practicum #1
Working together as a group:
• Design a network setup and do an installation
• Identify the adapters and services needed to provision
your company’s customers
• Create two or three of your company’s regular
packaged offerings and publish them along with the
appropriate business flows, then create a UI to
provision them
Final Practicum #2
Still working together as a group:
• Create a small part of your company’s geographical
hierarchy and assign packages to them
• Create the IP blocks and pools you need to use on
your network, reserve a few IP addresses, then add
packages to the deployment
• Set up a CMTS and DHCP sever
• Add one or two image files to the network
• Set up group access to the deployment editor
Final Practicum #3
Still working together as a group:
•
Create a new customer account
• Assign the new customer to a service-level package
• Finish provisioning the customer
• Search for and find that customer in the system
• Change the customer’s address
• Upgrade the customer to a higher level of service
Practicum #4
• Create two new user groups for MetaSure: One for a
NOC engineer as the role is defined in your company,
and one for a CSR, as defined in your company
• Create two new SAM users and assign one to each of
the groups
• Reboot a modem
• Use the health monitor to diagnose a problem
• Assign an email alert for one of the NOC engineers
you created above
Practicum #5
• Define a KDC server
• What is Kerberos and how does it work?
• What is a ticket-granting server?
• Explain key cryptography
• Work with your instructor to set up and configure a
KDC server
Evaluations
We hope you have found this course informative. Please
fill our your final evaluation form and give it to your
instructor.