Eaton® Intelligent Power Manager ® (IPM) Editions

User guide

Rev 2.3.0 05/27/2021

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Table of Contents
1 General information 9
1.1 The virtual appliance .............................................................................................................................................9
1.1.1 Technical specifications ......................................................................................................................................9
1.1.2 Virtual appliance console ....................................................................................................................................9
1.2 Initial setup & configuration................................................................................................................................11
1.2.1 Initial commissioning ........................................................................................................................................11
Login Wizard.....................................................................................................................................................11
Initial Login.......................................................................................................................................................11
End User License Acceptance..........................................................................................................................12
Network configuration.....................................................................................................................................13
Data center creation (Optional) ......................................................................................................................13
Data center layout configuration (Optional) ..................................................................................................14
Software license or subscription configuration .............................................................................................14
Finalize data center asset configuration.........................................................................................................15
1.3 Asset Management...............................................................................................................................................15
1.3.1 Asset Management from the User Interface .....................................................................................................15
Asset creation...................................................................................................................................................15
Input Power Chain Configuration ...................................................................................................................16
Manually add a new asset................................................................................................................................16
Edit an existing asset .......................................................................................................................................18
Asset Mass configuration .................................................................................................................................19
Dynamic groups of assets ................................................................................................................................23
1.3.2 T&H Sensors Management ................................................................................................................................25
1.3.3 ePDU G3/G3+ Daisy Chaining ............................................................................................................................27
1.3.4 How to use the CSV file for commissioning ......................................................................................................28
Initial CSV Creation ..........................................................................................................................................28
CSV upload .......................................................................................................................................................29
Upload Errors ...................................................................................................................................................29
1.4 Alarms Management ............................................................................................................................................31
1.4.1 Introduction .......................................................................................................................................................31
1.4.2 Alarm Lifecycle ...................................................................................................................................................33
1.5 User Management ................................................................................................................................................35
1.5.1 Local Users .........................................................................................................................................................35
1.5.2 Remote Users .....................................................................................................................................................36
1.6 Automation...........................................................................................................................................................36
1.6.1 Trigger events.....................................................................................................................................................37
1.6.2 Actions ...............................................................................................................................................................39

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 IT actions supported ........................................................................................................................................40
1.7 Xtreme Support Process ......................................................................................................................................42
1.8 Supported Power Chain Topologies ...................................................................................................................43
1.8.1 Supported configurations for the input power infrastructure ........................................................................43
1.8.2 Local power redundancy schemes supported .................................................................................................45
1.9 Cybersecurity .......................................................................................................................................................45
1.9.1 Eaton cyber security notifications ....................................................................................................................45
1.10 Licensing...............................................................................................................................................................46
1.10.1 Initial trial period ...............................................................................................................................................46
1.10.2 Online license or subscription activation .........................................................................................................47
1.10.3 Offline license or subscription activation .........................................................................................................48
1.10.4 Other license activations ...................................................................................................................................49
1.10.5 What does licensing do? ....................................................................................................................................49
1.10.6 How node credits are counted? ........................................................................................................................50
Credit count evolution through a simple example.........................................................................................50
All impacts of assets activation status ............................................................................................................51
1.11 Graphite / Grafana deployment ..........................................................................................................................51
1.11.1 IPM Editions graphite connector configuration ...............................................................................................51
Query ................................................................................................................................................................53
Using the REST API to display the Asset ID - Asset name mapping ...............................................................54
Visualization .....................................................................................................................................................54
2 Contextual Help 55
2.1 Login page ............................................................................................................................................................55
2.1.1 Initial login..........................................................................................................................................................55
1. Enter default password................................................................................................................................55
2. Enter the login wizard ..................................................................................................................................55
2.2 Dashboard View ...................................................................................................................................................56
2.2.1 Overview.............................................................................................................................................................56
2.2.2 Navigation within the application.....................................................................................................................57
2.3 Power Chain View.................................................................................................................................................57
2.4 Rack View..............................................................................................................................................................58
2.5 Power Monitoring View........................................................................................................................................62
2.5.1 Overview.............................................................................................................................................................62
2.6 UPS View...............................................................................................................................................................63
2.7 ePDU View ............................................................................................................................................................64
2.7.1 Overview.............................................................................................................................................................64
2.7.2 Main view............................................................................................................................................................65
2.7.3 Side view.............................................................................................................................................................65
2.8 Environmental View .............................................................................................................................................65
2.9 Asset Management View ......................................................................................................................................66

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2.9.1 Types of assets ...................................................................................................................................................67
Facility assets ..................................................................................................................................................67
Location............................................................................................................................................................67
IT assets ...........................................................................................................................................................68
Virtual Assets ....................................................................................................................................................69
2.9.2 Primary asset actions.........................................................................................................................................70
Auto Discovery..................................................................................................................................................71
Upload CSV file .................................................................................................................................................74
Add New Asset..................................................................................................................................................74
Add Connector .................................................................................................................................................75
Export Assets ....................................................................................................................................................75
Delete Asset ......................................................................................................................................................75
2.9.3 Asset list statistics and report ...........................................................................................................................75
Asset List...........................................................................................................................................................76
2.10 Asset mass configuration view ............................................................................................................................77
2.10.1 Configure NMC or G3 cards................................................................................................................................79
2.10.2 Configure Network M2 card...............................................................................................................................81
2.11 Automation view ..................................................................................................................................................85
2.11.1 Overview.............................................................................................................................................................85
2.11.2 Automation main page ......................................................................................................................................85
Automation List................................................................................................................................................85
Automation Settings ........................................................................................................................................87
Define the triggering events ............................................................................................................................88
Define the action(s)..........................................................................................................................................91
2.12 Status dashboard.................................................................................................................................................96
2.13 Setting Views ........................................................................................................................................................97
2.13.1 Account settings.................................................................................................................................................97
2.13.2 Alarms settings view ..........................................................................................................................................98
Data Center Alarm Settings .............................................................................................................................99
UPS Alarm Settings ........................................................................................................................................100
Row Alarm Settings........................................................................................................................................101
Rack Alarm Settings .......................................................................................................................................102
PDU Alarm Settings........................................................................................................................................102
ATS/STS Alarm Settings.................................................................................................................................103
2.13.3 Connectors .......................................................................................................................................................103
Overview.........................................................................................................................................................103
2.13.4 Datacenter Layout ...........................................................................................................................................105
2.13.5 Date & time .......................................................................................................................................................106
2.13.6 License..............................................................................................................................................................106
2.13.7 Monitoring ........................................................................................................................................................107

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 SNMP...............................................................................................................................................................107
Graphite connector (optional) ......................................................................................................................108
2.13.8 Network settings view .....................................................................................................................................109
2.13.9 Security wallet..................................................................................................................................................109
Create a new SNMP v1 credential..................................................................................................................110
Create a new SNMP v3 credential..................................................................................................................110
Create a new Basic credential .......................................................................................................................111
Delete a credential .........................................................................................................................................112
Credential usage in user scripts ....................................................................................................................112
2.13.10 Notifications .....................................................................................................................................................113
2.13.11 Upgrade view ...................................................................................................................................................113
Overview.........................................................................................................................................................113
Upgrade Devices ............................................................................................................................................115
2.13.12 Local Users View...............................................................................................................................................115
Local users accounts list................................................................................................................................115
Actions ............................................................................................................................................................116
Global user settings .......................................................................................................................................117
2.13.13 Remote Users View ..........................................................................................................................................119
LDAP support..................................................................................................................................................119
2.13.14 Save & Restore view .........................................................................................................................................122
Overview.........................................................................................................................................................122
2.14 Alarms View ........................................................................................................................................................125
2.15 Feedback Tool ....................................................................................................................................................126
3 Troubleshooting 128
3.1 Connector connections .....................................................................................................................................128
3.2 Factory Reset......................................................................................................................................................128
3.2.1 Virtual appliance version .................................................................................................................................129
Virtual appliance console ..............................................................................................................................129
3.3 Procedure to collect all required data to get some support............................................................................129
4 Appendix I - Migrating from IPM Infrastructure 1.5 to IPM Understand Edition 2.3.0 or better 1
32
4.1 How can I get the right license to move from IPM Infrastructure to IPM Understand Edition? .....................132
4.2 How can I migrate my configuration from IPM Infrastructure 1.5 to IPM Understand Edition? ....................132
4.2.1 On IPM Infrastructure 1.5.................................................................................................................................132
4.2.2 On your computer ............................................................................................................................................132
4.2.3 On IPM Understand Edition .............................................................................................................................132
5 Appendix II - Save and Restore file 133
5.1 Introduction .......................................................................................................................................................133
5.2 File global structure ...........................................................................................................................................133
5.3 List of groups and features ................................................................................................................................135

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5.4 "Asset management" (group-assets) ................................................................................................................135
5.4.1 Customize Physical Assets...............................................................................................................................135
Introduction ...................................................................................................................................................135
Change asset name ........................................................................................................................................138
Change SNMP connection settings ...............................................................................................................138
5.4.2 Customize Automations ..................................................................................................................................140
Introduction ...................................................................................................................................................140
Change automation name.............................................................................................................................142
Change automation task name .....................................................................................................................143
Change automation asset reference.............................................................................................................145
5.4.3 Customize Connectors in a file saved by IPM Editions...................................................................................149
Introduction ...................................................................................................................................................149
Change connector URL and port ...................................................................................................................150
Change connector credentials ......................................................................................................................151
6 Appendix III - Using the command line interface (CLI) 153
6.1 Introduction .......................................................................................................................................................153
6.2 List of available commands...............................................................................................................................153
6.2.1 license-agreement.sh ......................................................................................................................................153
Description .....................................................................................................................................................153
Syntax .............................................................................................................................................................153
6.2.2 license-activation.sh........................................................................................................................................153
Description .....................................................................................................................................................153
Syntax .............................................................................................................................................................153
6.2.3 fty-srr-cmd........................................................................................................................................................154
Description .....................................................................................................................................................154
Syntax .............................................................................................................................................................154

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 The virtual appliance

1 General information

1.1 The virtual appliance

All IPM Editions (version 2.0.0 and higher for IPM Understand, IPM Manage and IPM Optimize) are available as a Virtual
Appliance.
The VIrtual Appliance should be deployed on your virtualization platform and consists of a virtual machine hosting a
Linux OS and all application dependencies required by your specific IPM Edition.
Eaton only validates the deployment in
• VMware and Vitualbox context (alternative configurations have not been validated) using IPM Editions virtual
appliance packaged as an OVA file
• Microsoft Hyper-V environment (since version 2.1.0 and above) using IPM Editions packaged as an exe file.

1.1.1 Technical specifications

The Virtual Machine embedded in the OVA file is sized as described below:
• 4 CPUs
• 8 GB of RAM
• 64 GB of disk storage (for user and system data)
• 4 GB + 300 MB for additionnal disk storages (system firmware and bootloader)

 Note that the above 64 GB value is a default setting that may be modified during the deployment of the Virtual
Appliance.
The disk storage may more specifically be set to Thin provisioning, to only consume the currently needed
space, or to Thick provisioning to ensure that the needed storage space is reserved.

1.1.2 Virtual appliance console

Some administration functions are made available via the vCenter console.
This console is not needed for the normal usage of the product.

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 The virtual appliance

Console access allows administators to:

1. Log into a local shell for access to a limited command line interface
2. Do a full factory reset and reboot of the appliance (WARNING: this action will delete all configuration and
comissionning data you may have entered previously)
3. Reboot the appliance
4. To execute the systems diagnostic tool
5. To set network settings

 Note: Use of "System Diagnostic" should only happen on request of an Eaton support representative.
 Note: To later access to the web interface, an IP address must be set to your SW instance.
If DHCP is enabled on your network at deployment time, you can start with the IP address automatically
assigned and then use it to connect to the web interface to either stay in dynamic mode or change it for a
static IP assignment.
In case, you have no DHCP access available in your network at the deployment time, you must configure
the appropriate static IP address of your SW instance using "Network Settings" in this console.

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 Initial setup & configuration

1.2 Initial setup & configuration

1.2.1 Initial commissioning
Login Wizard
In order to access the web UI after deploying the virtual appliance and navigating to its assigned IP address, you will
first need to accept the untrusted certificate warning in your browser. This is due to application being factory
provisioned with a self-signed certificate and is NOT due to a security issue.

Initial Login
After accepting the self-signed certificate, you are presented with the login page.

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 Initial setup & configuration

As you are logging into your IPM Editions application for the first time, you will be required to enter the factory default
username and
password which are set to:
Username = admin
Password = admin
As you type in the password, the password details are obscured from view so please ensure that you enter the
password carefully.

 Passwords are case sensitive!

During the initial login, the system requires that you change the default admin password for increased security.
• You are presented with a message requesting the current admin password ("admin") and a new password
which you must also enter a second time to ensure you have entered it correctly.
• Follow the password format recommendations on the tooltip in order to define a secure password;
• A secure password is mandatory.

 The factory default password security policy requires that you enter a password with at least 8 characters
and that includes a minimum of 1 number, and 1 special character.
You may modify the password strength policy in the settings of the application. See User Management for
more information.
• Click Continue

End User License Acceptance

After changing the password, you are presented with the License Agreement.

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 Initial setup & configuration

Please read it and accept the license terms in order to continue.

Please refer to the Legal Information below for more information.

Network configuration
On the next page, you are presented with the network configuration settings.
Confirm that the network configuration settings are correct.
If no changes are necessary, proceed to the next step, simply by clicking on Next.

 NOTE If changes are made on the network configuration page, you will be automatically logged out when all
the steps of the wizard are complete in order to restart the network services.

Data center creation (Optional)

At this stage of the initial configuration, you have following choice:
• Configure Datacenter information such as Datacenter Name, Max power consumption, Power feeds, ...
or
• Skip this optional step if Datacenter Power and Spatial topologies are not important for you. You will be directly
re-directed to the Licensing page

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 Initial setup & configuration

 Please note that required fields marked with an asterisk "*" and are mandatory. Also note that the system has
a pre-defined asset location hierarchy (Data center -> Rooms -> Rows -> Racks -> devices).

Data center layout configuration (Optional)

On the following step you are able to create the Data Center Layout.
You may specify the data center topology including the number of Rooms, Rows and Racks present in the data
center.
The default Rack U size is 42. It can be modified in the Asset page (see Asset management for more details).

This wizard step will automatically generate the specified topology with the desired number of Rooms, Rows and
Racks.
 NOTE The data center layout can be updated later on from the Setting Views page.

Software license or subscription configuration

At this stage, you are prompted for a license key. You have 7 days of full trial access to the application without a key so
you may skip entering the license key now if you don't have the key at hand.

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 Asset Management

• To proceed without a license key, click the Skip & Import/Create devices button.
• To activate a license, enter a valid activation ID and click Continue.
The details about the license activation process are described in the Licensing page.

 NOTE If network parameters have been changed, you will be automatically logged out after this screen and
will be required to log in to start a new session.

Finalize data center asset configuration

When you exit the Setup Wizard, you arrive at the application's data center Asset Management page.
There are different ways available to help you finalize the setup and define your assets.
First click on ADD ASSETS then following options are offered to you:
1. AUTO DISVOVERY for IP based devices. This feature will automatically import the power devices discoverable
on the local network into the IPM Editions asset database
2. UPLOAD CSV FILE (advanced) This is an advanced configuration tool which will allow you to create your data
center's topology with few restrictions. Note that this may create configuration issues if misused. It is not
advised to use it without help from a qualified consultant.
TIP: starting the csv file from an export of an existing configuration will help you understand the structure of the
file. A detailed overview of the usage of the CSV import function is available in the Asset Management
documentation.
3. ADD ASSET feature to manually define additional assets that are not auto-discoverable by the application
4. ADD CONNECTOR to automatically discover virtual assets

1.3 Asset Management

1.3.1 Asset Management from the User Interface
In addition to the possibility of managing assets through the CSV file, the user may manage his assets from the web
user interface. The possible operations for assets are create, edit and delete.

Asset creation
All asset management operations are available in the Asset Management page.

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 Asset Management

From the Dashboard, the user can access the page from the top menu Asset management. All possible operations on
assets are accessible through the page menu:

Input Power Chain Configuration

Before continuing with the addition of assets to your system, please consider the comments below:
1. Create the appropriate Input Power topology of your data center.
There is a specific Power Chain object in IPM Editions called the Input Power Chain. These are the power
devices including Feed(s), Genset(s), stand-alone UPS(s) which provide power to your Data center. All devices
with a location set to Data Center, are included automatically in the Input Power Chain. See the different
recommended topologies available in the Supported Power Chain Topologies section.
2. After defining the input power chain of the data center, we recommend to first proceed with the creation of all
rack mounted power devices (i.e. rack mounted UPSs, rack PDUs) in order to complete the power chain down to
the rack device level.
3. For information on adding sensors to the asset list, please refer to the dedicated T&H Sensor Management
section in this document.
4. For information on adding daisy chained rack PDUs to the asset list, please refer to the ePDU G3/G3+ Daisy
Chaining section of this document.
5. For the Eaton power devices communication with the IPM Editions, the user has to enable SNMP v1 protocol
from the Web interface of the ePDU. This is mandatory in order to get all data. Please don't forget to add SNMP
v1 community in the Settings page if the ePDU community name is different than "public".

Manually add a new asset

In order to create a new asset, you simply use the Add New Asset button and a stepper will appear:
• Step 1: you select the asset type and configure the basic asset information.

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 Asset Management

 TIP
• All fields marked with an asterisk (*) are mandatory.
• Based on the selected asset type, the configuration screen will populate additional fields related to the
specific device device type (e.g. for ePDU).
• Configuring IP Address + Protocol + Credential allows you to discover automatically Asset capabilities

• Step 2: From the select area, you configure the Asset Power Source

• Step 3: (Optional) Configure "Additional Information" that are used for contextual display purpose.

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 Asset Management

 TIP
Make sure you define the location of your assets and set them to Active in order to get telemetry data.

Once all the information has been input, simply click Finish and the device will appear in the Asset list.

Edit an existing asset

In order to edit an existing asset, the user must select the icon (3 vertical points) at the right hand of the Asset line and
click on Edit.

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 Asset Management

The 3 steps wizard documented above will provide Asset edition feature.
All existing asset information will appear and the user will be able to edit the editable fields (there may be non-editable
fields, shown in grey).

Delete an Existing Asset

You may delete any assets present in the Asset list except for the Data Center.
In order to delete an asset, it must not have any child devices from a power chain topology or from a location
perspective.
All child assets must be deleted prior to deletion of a parent asset.

Asset Mass configuration

IPM allows you to configure multiple assets at once by selecting:
1. a correctly configured source device first,
2. all or part of the settings of this source asset,
3. the set of all target assets last.
As a result, the selected data set from Step 2 will be bulk-applied to all of the selected target assets during Step 3.

 Note
Notice that a configuration can be copied only to the same type of device (card/product/vendor)
running with the same firmware version.
List of elibible assets :
UPS/NMC Network-MS / Modbus-MS cards

ePDU/G3 ePDU Network management card

UPS/M2 Network-M2 / INDGW cards (FW version 1.7 and upper)

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 Asset Management

To begin this process, go to the Asset management view, select the source asset from which you want to copy the
configuration, then click on the Configure button on top of the asset list.

The mass configuration ease the way to apply a full configuration or a part of configuration from a device to another
devices.
To configure NMC (UPS) or G3 (ePDU) cards, user can select from the source device all the settings to configure or
select them individually.

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 Asset Management

Once all settings are selected, user can choose what are the devices where he wants to apply these settings through
"BULK APPLY" function :

To configure Network M2 (UPS) cards, user can select from the source device features and not individual settings.

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 Asset Management

Once all settings are selected, user can choose what are the devices where he wants to apply these settings through
"BULK APPLY" function :
Once process is complete, IPM will notify that configuration has been applied to the devices selected.

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 Asset Management

Dynamic groups of assets

In Automation, some actions can apply either to a single device or to a group of devices.
In Automatic Group Tab we provide the possibility to define a dynamic Asset Group by a dynamic rule
Rules are covering the following fields:
• Asset Name
• Asset HostName
• Asset IPAddress
• Asset Location
• Asset Contact
• Hosted By

Group Table
The screenshot here after illustrates an example with several groups displayed in the table (one group on each line).
Create button allows to create a new Group. This feature is described on next paragraph.
The table displays following information for each Group:
• Group Name
• Grouping Rule Summary is displayed in an intelligible manner
• Mouse over buttons allows to access to following features
• Edit to edit the group
• Delete to delete the group
• Info to show the Group content

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 Asset Management

Create/Edit a Group
• In Automatic Groups Tab click on Create button and following window will appear
• Enter following information :
• Group Name
• Enter a first criterion based on:
• Asset Name
• Asset HostName
• Asset IPAddress
• Asset Location
• Asset Contact
• Hosted By feature ( e.g. to retrieve the Virtual Machines Hosted By an Hypervisor )
• Operator is automatically filled (Contains or Is)
• Enter the filtering expression (Free text field or Location or Host list, ...)
• Click on Add Criteria if you want to add a second rule (the rules combine with the AND logical operator):

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 Asset Management

Groups usage
Once some groups are defined they can be used in Automation to feed the actions in a dynamic way.
When one group is defined as the target of a action, the actual group content is evaluated at the time the action is
executed.
To learn more about groups usage in Autoimation, please refer to the Automation section.

1.3.2 T&H Sensors Management

The T&H sensors are managed as standard assets. Therefore, you may create and edit a sensor from the asset
management page or via the CSV file. You may also delete any sensor from the asset management page.
IPM Editions can monitor sensors connected to Eaton power devices (i.e. UPSs, ePDUs).
In order to configure the sensor connection, you must specify the Location port and the Location in DC fields.

 NOTE
You will need to create the device to which the sensor is connected before creating the sensor itself.
Rules for the location port numbering are provided in the asset management view documentation in "Add an
Asset" section.

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 Asset Management

Temperature & Humidity sensors (T&H) are typically mounted physically in a rack. The application requires that you
specify a rack location for the sensor. This is accomplished by selecting the Logical asset.
Once assigned to a rack, the values returned by the sensor will be used for computing the composite metrics of average
temperature and humidity for that specific rack, as well as for the row, room and data center in which the rack is
located.
The temperature and humidity values for rows are computed as averages of values of racks contained in the row. Row
averages are then propagated to the data center level.

 Rules for the sensors location port numbering

Eaton EMP001 sensors
If you are using first generation of Eaton T&H sensors (EMP001), no specific address is requested
Eaton Gen 2 T&H sensors (EMPDT1H1C2)
If you are using Eaton Gen 2 T&H sensors (EMPDH1T1C2), the sensor Modbus address is requested (refer to
EMPDH1T1C2 specific User Manual to configure this Modbus address

NOTE
Make sure you define the power source for all of your assets in order to benefit from all contextual visibility and
composite metric features in the application.
Some of the fields in the section Additional Information are used for enabling contextual visibility of metrics and/or in
building the location and power chain topologies.
Once all the information has been input, you may simply press Finish and the device will appear in the asset list.

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 Asset Management

1.3.3 ePDU G3/G3+ Daisy Chaining

Eaton ePDU G3/G3+ offering can manage Daisy Chain configurations of up to 8 ePDUs connected in parallel requiring a
single IP address and switch port to manage them all.
Depending on its topology, you must first configure the Daisy Chain on the ePDU device and define the host ePDU from
the LCD (refer to Eaton G3/G3+ user manual for more information if required).

IMPORTANT NOTE
As for the ePDU in Single mode, you must enable the SNMP protocol from the Web interface of the daisy chained
ePDUs. This is mandatory to retrieve data from the ePDUs.
You must also add a SNMP v1 community ("public" is the default SNMP v1 community name) or relevent SNMP v3
credentials accessible from the Settings/Security Wallet menu.
Refer to the Security Wallet documentation for more details on credentials management.

In the IPM application, you must create a new ePDU asset with the type "EPDU" and complete fill all mandatory fields.
This operation must be completed for all of the ePDUs in the daisy chain configuration (The host device plus all devices
connected to the host).

 NOTE
You must take care to ensure that the configuration defined in the application matches the configuration
defined in the ePDU daisy chain topology, see table below:

ePDU LCD Configuration Software Asset Daisy Chain Menu

0 (Host) 1 - Host

1 (Device) 2

2 (Device) 3

3 (Device) 4

4 (Device) 5

5 (Device) 6

6 (Device) 7

7 (Device) 8

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 Asset Management

1.3.4 How to use the CSV file for commissioning

It is possible to use a CSV file upload to add assets to the application.
If you prefer to use the graphical tool, please click on Cancel and jump to the section Asset Management from the
User Interface.

Initial CSV Creation

If you have not already completed your CSV file in advance of the IPM Editions installation and you want to continue
with the asset configuration via CSV, you may simply start by exporting an initial copy of the CSV with all the
information completed during the wizard steps.
To do this just click on Export Assets.

All the remaining details relating to the devices installed in the data center must be entered into the CSV file.
Once the CSV file is created, it will look like the populated sample displayed below.

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CSV upload
When you are done or if you already have a CSV file, you may upload it clicking on the Choose File button which will
open a file browser in order to select your CSV file. Then click on Upload to import it in the system.

While the upload is being processed a progress indicator shows the progress of the activity.

Upload Errors
In the case an error occurs during upload, you will receive information about the line(s) that generated the error(s) and
some details regarding the error(s).

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 Asset Management

In case the case where only some CSV lines are imported successfully, you will receive a after the import which will
detail the import errors.

If the file upload is successful, you are given confirmation of the number of lines processed during the import.

Import Error Code Details

Error Condition Code

Method is not allowed 45

Content size is too big 53

File "assets" is missing 46

File "assets" has bad coding or bad format 47

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 Alarms Management

Error Condition Code

Internal error (no connection to database, ... ) 42

Mandatory columns are missing in the csv file 46

Load csv was success, but error occurred during configuration sending of asset change 42 42
notification. Consult system log.

Request document has invalid syntax. Cannot detect the delimiter, use comma (,), semicolon (;) 48
or tabulator.

To exit the CSV modal click on the Close button, this will bring you to the Asset Management page.
The details submitted via CSV upload may now be viewed in the Asset Management page in a simplified spreadsheet
format.
You may edit the data center assets using the CSV file as follows:
1. Press the "Export Assets" button
2. Update the downloaded CSV file
3. Re-upload the CSV file using the "Upload CSV File" button.

1.4 Alarms Management

1.4.1 Introduction
IPM Editions offer to the user the capability of managing alerts.
An event can be defined as any detectable or discernible occurrence that has significance for the management of the IT
infrastructure or delivery of an IT service as well as the evaluation of the impact a deviation might have on the
infrastructure or service. Any important event must be made visible to the user by triggering alarms.
There are two types of alarms that currently exist in the application:
• Alarms generated at the IPM Editions level, using user defined or automatically imported thresholds (see the
alarm threshold setting section for additional information)
• Alarms acquired directly from the monitored power devices (E.g. ePDUs, UPS)
Independent of the alarm type, all alarms have a set of attributes and follow a specific lifecycle.
The severity types are predefined priority levels for alarms related to particular elements and systems within the data
center. All alarms need to be well defined and categorized depending on the impact caused to the business. Incorrectly
defining alarms, such as under-prescribing priority levels can have serious consequences, not setting the appropriate
priority level may result in a business impacting issue that is costly to resolve at too late a stage.
Over-estimating the priority level, can also cost a company more in the long run, costs such as remote hands work,
overtime and call-out charges for on-call engineers.
Below are examples of how data center priority levels may be set:
• P1 (Priority 1): Absolute Highest Priority - Directly impacting business

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• Any alarm related to the data center power chain that directly negatively impacts on redundancy should
always fall into this category
• Any alarm related to IT Network Connectivity that is directly negatively impacting business should fall
into this category
• Any alarm related to IT Systems that is directly negatively impacting business should also fall into this
category
• Any alarm related to main chillers, pumps, AHU (Air Handling Units) and CRAC (Computer Room Air
Conditioning) units that are directly impacting on the cooling of the data center and will therefore
directly impact the business
• Any alarm related to smoke alarms, fire alarms, fire suppression systems.
• Any alarm related to data center physical security systems.
• P2 (Priority 2): High Priority - Not yet impacting business but has potential to escalate quickly
• Alarms related to the data center power chain that have potential to impact redundancy soon, but are
not yet at the business critical level.
• Alarms relating to IT Network Connectivity that has potential to become a business impacting issue, but
are not yet at the business critical level.
• Alarms related to IT Systems that has potential to become a business impacting issue soon, but are not
yet at the business critical level.
• Alarms related to main chillers, pumps, AHU (Air Handling Units) and CRAC (Computer Room Air
Conditioning) units that have potential to impact on the cooling of the data center soon, but are not yet
at the business critical level.
• P3 (Priority 3): Medium Priority - Not impacting business but could become critical in the short term
• Alarms related to the Data Center power chain that will not impact redundancy immediately, but can
negatively impact on performance, and have the potential to escalate into more serious issues.
• Alarms relating to IT Network Connectivity that will not impact business immediately, but can negatively
impact on performance, and have the potential to escalate into more serious issues
• Alarms related to IT Systems that will not impact business immediately, but can negatively impact on
performance, and have the potential to escalate into more serious issues.
• Alarms related to main chillers, pumps, AHU (Air Handling Units) and CRAC (Computer Room Air
Conditioning) units that will not impact the cooling of the data center immediately, but can negatively
impact on performance, and have the potential to escalate into more serious issues.
• P4 (Priority 4): Low Priority - Not impacting business but could become critical in the long term if left
unaddressed.
• Alarms related to the Data Center power chain that will not impact redundancy immediately, but can
negatively impact on performance, and have the potential to escalate into more serious issues if ignored
long term.
• Alarms relating to IT Network Connectivity that will not impact business immediately but can negatively
impact on performance and have the potential to escalate into more serious issues if ignored long term.
• Alarms related to IT Systems that will not impact business immediately but can negatively impact on
performance and have the potential to escalate into more serious issues if ignored long term.
• Alarms related to main chillers, pumps, AHU (Air Handling Units) and CRAC (Computer Room Air
Conditioning) units that will not impact the cooling of the Data Center immediately, but can negatively
impact on performance and have the potential to escalate into more serious issues if ignored long term.
• P5 (Priority 5): Minimal Priority - Not impacting business but worth taking note of to be resolved in
futures service/maintenance intervals
• Alarms related to the Data Center power chain that are not impacting performance in any way, but will
need to be resolved during maintenance periods.
• Alarms relating to IT Network Connectivity that will not impact business or performance, but will require
resolution during prescribed downtime/maintenance periods
• Alarms related to IT Systems that will not impact business or performance, but will require resolution
during prescribed downtime/maintenance periods.
• Alarms related to main chillers, pumps, AHU (Air Handling Units) and CRAC (Computer Room Air
Conditioning) units that will not impact the cooling of the Data Center or its performance but will require
resolution during prescribed downtime/maintenance periods.

In the IPM application, you may define priority levels for each asset existing in the application. All alarms related to any
asset will inherit the priority level of the asset and they will be treated accordingly.

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1.4.2 Alarm Lifecycle

Any alarm can go through several states, with state changes triggered by user actions or system behavior.
All of these states and the possible transitions between them are described below:

Active Acknowledged Archived

Active Ignore Silence Pause Work in Progress Resolved

 NOTE
Once the alarm is acknowledged and has moved into any of the acknowledged states listed, it cannot be
unacknowledged. An Acknowledged alarm can only be changed to another state of acknowledgement or
resolved.

Ack State Description Visibl Notification Other

Changes e on
UI

ACK- Means that the user has acknowledged No No Can be un-ignored

IGNORE the alarm but has not taken action. The manually
system should log the user's response &
stop sending email/sms alarms for this
alarm to this user, but continue sending
the alarms to any of the other users in the
group who have not acknowledged the
alarm (group management post-alpha).

ACK- Means that the user has acknowledged Yes No Can be un-silences
SILENCE the alarm and is taking action to resolve it. manually
The system should log the user's response
& stop sending alarms to this person and
any other person in the group. The alarms
remains visible in the system.

ACK-PAUSE Means that the user has acknowledged Yes No Can be manually un-
the alarm and is waiting for external input paused or
(user info, maintenance window, part automatically after a
delivery, ...) prior to resolving it. The specified amount of
system should log the user's response & time
stop sending alarms to this person and
any other person in the group. The alarm
remains visible in the system.

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 Alarms Management

ACK-WIP Means that the user has acknowledged Yes Email or SMS sent at
the alarm and is currently classed as Work regular intervals
in Progress. The alarm remains visible in while the alarm is
the system and continues to send out still present, interval
notifications at a specified time frequency determined by
depending on the priority/severity. priority/severity

If an alarm occurs in the system and is not acknowledged, the notification must be resent until the alarm is
acknowledged and transitions into one of the states listed above.

Simplified Alarm Distribution Table

Critical p1 5 min

p2 15 min

p3

p4

p5

Warning p1 1h

p2 4h

p3

p4

p5

Info p1 8h

p2 24h

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1.5 User Management

IPM Editions allows you to manage either:
• Local User (please go to the Local Users section of the documentation for more details)
or
• Remote Users through LDAP (please go to the Remote Users section of the documentation for more details)

1.5.1 Local Users

IPM Editions allows you to manage up to 40 local user accounts split on two predefined profiles:
• Administrator profile: may access all features (monitor, commissioning, settings, user administration)
• Viewer profile: may access only the Dashboard and its own user preferences

 Primary administrator
By default on the first install of IPM Editions, two user accounts are created : admin and monitor. (see default
password below).
Please note, that the built-in monitor user is deactivated by default.
This initial admin account will be automatically defined as the Primary administrator account. This means
that this account may not be edited by other user accounts with an administrator profile.
The first connection is only possible with the "admin" account created by default. The password change will
be requested on first connection.

Default passwords:

Login Password

admin admin

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 Automation

monitor monitor

You may change the password for both user accounts from the Settings page, in the Preferences section.

 WARNING
You should be forced by the application to choose a new password at first connection.
In any case, it is strongly recommended to not keep the default passwords.

 NOTE
The default password strength policy includes:
• Minimum of 8 characters
• At least 1 special character
• At least 1 digit

Please go to the Local Users section of the documentation for more details

1.5.2 Remote Users

Please go to the Remote Users section of the documentation for more details

1.6 Automation
IPM automation features allow you to create business continuity policies based on trigger events which define
appropriate action(s) to protect your IT environment : both physical and virtualized.
A wizard will assist you step by step to configure the automation policy.
You may create basic policies with simple actions like :Send an e-mail in case an alarm is generated on my device; but
automation can also trigger power actions or IT actions to protect an environment like : If a power outage is
detected on this UPS then Shutdown my hypervisor and switch off the powering ePDU outlets.
The automation wizard, enables you to configure sequences of actions.
This chapter introduces how to automate actions and notifications in the Eaton Intelligent Power Manager (IPM)
Editions application.

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 Note
Some feature restrictions may apply with respect to your software licence and kind of devices you are
managing.
Please check the license for more details.

1.6.1 Trigger events

To create an automation policy, the trigger event is the starting point of the configuration : What event do I want to
protect my IT environment from?
The Automation Wizard is able to detect your configuration's capabilities. This means that the wizard will only
display the triggers provided by the assets that IPM has discovered and is actively monitoring.
Once trigger event is selected, you must select the device to which it applies.

 Note
An automation policy can based on a single trigger event.
A trigger can be derived from one or several assets :
• in the case of a trigger event derived from a single asset : the automation policy is started when
the trigger is generated by the asset
• in the case of a trigger event derived from multiple assets : the automation policy is started
when trigger is generated by either all of the assets / or by any asset (both configuration
options are available)

An automation can also combine multiple types of trigger events. ( e.g. You can trigger an automation if a
given UPS lose the power OR if a given rack temperature is critically high)
You just have to perform following steps:
• Configure a first Trigger
• Select AND or OR as logical operator to combine the triggers
• Click on + ADD Another to configure a second trigger

An automation can also be triggered by composite devices (e.g. UPSs in parallel, ...)

Trigger events are categorized into 5 groups :

For more details, here's the list of main alarms templates currently managed by the IPM application to trigger an
automation policy :

Datace Rack Row sensorg UPS ePDU STS

nter pio

Average Humidity N/a N/a N/a N/a

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 Automation

Average Temperature N/a N/a N/a N/a

Charge battery N/a N/a N/a N/a N/a N/a

Door Contact State N/a N/a N/a N/a N/a N/a

Change

Load default N/a N/a N/a N/a N/a N/a

Load.input_1phase N/a N/a N/a N/a N/a N/a

Load.input_3phase N/a N/a N/a N/a N/a N/a

Low battery N/a N/a N/a N/a N/a N/a

On battery N/a N/a N/a N/a N/a N/a

On bypass N/a N/a N/a N/a N/a N/a

Phase imbalance N/a N/a N/a

Pir-motion- N/a N/a N/a N/a N/a N/a

detector.state-change

Realpower.default N/a N/a N/a N/a N/a N/a

Realpower.default_1ph N/a N/a N/a N/a N/a N/a

ase

Section_load N/a N/a N/a N/a N/a N/a

Smoke-detector.state- N/a N/a N/a N/a N/a N/a

change

STS-frequency N/a N/a N/a N/a N/a N/a

STS-preferred-source N/a N/a N/a N/a N/a N/a

STS-voltage N/a N/a N/a N/a N/a N/a

Temperature.default N/a N/a N/a N/a N/a N/a

Vibration-sensor.state- N/a N/a N/a N/a N/a

change

Voltage.input_1phase N/a N/a N/a N/a N/a

Voltage.input_3phase N/a N/a N/a N/a N/a

Water-leak- N/a N/a N/a N/a N/a N/a

detector.state-change

AC present N/a N/a N/a N/a N/a N/a

Runtime N/a N/a N/a N/a N/a N/a

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 Automation

Utility Restored N/a N/a N/a N/a N/a N/a

Internal failure N/a N/a N/a N/a N/a N/a

1.6.2 Actions
Once the trigger event is configured and the asset, or the group of assets generating the trigger defined, you may define
actions or a sequence of actions that you want to have applied when the automation is started.
As it is the case for the trigger events, the Automation Wizard is able to detect your configuration's capabilities and
filters the available actions with respect to your assets and licensed capabilities so you are sure to only use
authorized actions in your business continuity policy.
Actions are split into categories in the wizard to simplify the configuration :

• Shutdown Hardware - Turn on/off devices : you may control individual ePDU outlets
• Switch on/off ePDU individual outlets
• Select individual outlets
• Individual and daisy chained ePDU configurations are supported
• Power on or Power Off a physical server
• IT actions - you may configure actions to target your IT infrastructure including physical servers and
virtualized assets when virtualization connectors are configured :
• Host Power Action: this action executes a command on the targeted hypervisor.
• VM Power Action: this action executes a power command on a virtual machine.
• vApp Power Action: this action executes a power command on a virtual application.
• Cluster Actions : this action wil initiate a cluster shutdown. Cluster Configuration supported :
• VMware
• VMware HA + DRS
• VMware vSAN
• VxRail
• Nutanix

• SRM (Site Recovery Plan) : this starts a predefined recovery plan in fail-over mode. (only for VMware
connectors)
• Fault Domain Action (VMware only)
• Server IT action : execute a command on a physical serser, like Power on or Power Off
• Power capping : cap the power consumption on physical asset(s) targeted by the action
• Storage IT actions : execute the shutdown on a storage node
• SSH command
• Windows Server Shutdown

• Send a notifications (email message) :

• possibility to edit the recipient list
• possibility to customize the content of the email
• Set a time delay - a configured interval (time or threshold) before a new action is run :
• wait for a duration (in seconds)

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 Automation

• wait for a battery threshold (in %)

• wait for a battery runtime threshold (in minutes)
• Custom Script - you may configure an automation with predefined action based on a user defined script :
• Dedicated page in Automation settings for script management : Import/Read/Update/Delete
• Possibility to select an imported local script to configure an action
• The commands defined in the local user script are applied when executing the automation policy
• Script formats supported include : BASH, Python, Perl
• Free IPMI library included in the IPM OVA for use in scripts
• Redfish Tools library included in the IPM OVA for use in scripts
• Wake on Lan libraries included in the IPM OVA for use in scripts
• Expect command included in the IPM OVA for use in scripts
• Check Initial Trigger Validity
• If initial trigger is no more valid you can configure several possibilities:
• Continue the automation
• Stop the automation
• Start a rollback automation

 Note
For the IT actions, please note that some restrictions may apply with respect to your software licence and the
virtualization connector configured. A given action may not be valid for all connectors.
Please check the IT actions supported section below for more details.

IT actions supported
Operati
ng
systems

(Windo
ws /
Linux / .
..)

Host IT Actions

Shutdown Host n/a n/a n/a

Shutdown VMs Then Host

Enter Maintenance Mode

Enter Maintenance Mode Then

Shutdown

Exit From Maintenance Mode

Power Down To Standby Mode n/a n/a

Power Up From Standby Mode n/a n/a

Shutdown commands

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 Automation

Windows Shutdown n/a n/a n/a n/a n/a

SSH

VMs IT Actions

Power On n/a n/a

n/a
Power Off

Shutdown Guest

Shutdown Guest With Timeout n/a n/a

Suspend

Resume

Migrate

Fault Domain

Enter Maintenance mode then shutdown n/a n/a n/a n/a n/a

Enter Maintenance Mode

Exit Maintenance Mode

SRM

Recovery plan activation n/a n/a n/a n/a n/a

vApp IT actions

Power On n/a n/a n/a n/a n/a

Shutdown

Suspend

Cluster IT Action

(check info note below for cluster

configurations supported by IPM)

Cluster shutdown n/a n/a n/a

(including
VxRail
cluster
shutdown
)

Servers IT Actions HP
servers

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 Xtreme Support Process

Power capping n/a n/a n/a n/a n/a

Power On

Power Off

Storage IT action storage

Shutdown n/a n/a n/a n/a n/a

Blue cell = connectors/actions available with "Optimize" license

Green Cells = connectors/actions available with "Manage" license

 VMware Cluster configurations supported by IPM for cluster shutdown action :

• VMware,
• VMware HA + DRS
• VMware vSAN
• VxRail

Configurations with Critical and management VM embedded in the cluster are supported (IPM or vCenter
within the cluster)

 Nutanix Cluster configuration supported by IPM for cluster shutdown action :

• Nutanix AHV only
CLuster shutdown action is possible if IPM is outside the cluster : Critical and management VM embedded in
the cluster are not yet supported

1.7 Xtreme Support Process

IPM Editions is intended to grow to support many third party devices, and especially Simple Network Management
Protocol (SNMP) enabled ones.
If you would like to request support for a specific SNMP device that is not yet supported, please follow the support
process defined in this section.

 NOTE
The product embeds a tool that can be used to extract SNMP information from devices that are not yet
supported.This tool can be used through a Secure Shell (SSH) connection.

Procedure to run the tool:

1. Connect to your IPM Editions instance via SSH, using the "admin" account

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2. Run " fty-device-scan <IP address of the device> <your email address>"
Example: fty-device-scan 192.168.0.10 john.doe@organization.com
3. Send the archive received by mail to EatonProductFeedback@eaton.com.
If possible, provide as much information on the device as possible in your mail, such as:
• the type of device, exact manufacturer and model names
• MIBs related to the device (or pointers to online versions, if available)
• any other information that you may find suitable.
Information and directions will be provided back to you shortly by mail to add support for your device.

1.8 Supported Power Chain Topologies

1.8.1 Supported configurations for the input power infrastructure

1. Zero resilience configuration with 1 main feed powering the infrastructure directly.

2. Minimal resilience configurationwith 1 utility feed and 1 UPS protecting the critical infrastructure.

3. Minimal resilience configuration with 1 utility feed, 1 GenSet, 1 ATS and a rack mounted UPS (instead of a
standalone UPS) installed in the white space with the IT devices

4. Minimal resilience configuration with 2 utility feeds (Utility A & Utility B), an ATS and a rack mounted UPS
(instead of
a standalone UPS) installed in the white space with the IT devices

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 Supported Power Chain Topologies

5. N configuration (Tier I) with 1 utility feed, 1 GenSet, 1 standalone UPS installed in the grey space

6. N configuration (Tier I) with 2 utility feeds (Utility A & Utility B), 1 ATS and 1 standalone UPS installed in
the grey space

7. N+1 (Tier II) Smart grid Configuration: 1 utility feed, 2 Gen Sets for additional redundancy, and 2 UPS

8. N+1 (Tier II) Smart grid Configuration: 2 utility feeds (Utility A & Utility B), 1 Gen Set for additional
redundancy, and 2 UPS

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 Cybersecurity

1.8.2 Local power redundancy schemes supported

The following patterns are handled as composite power sources:
• UPS in serial:

• UPS connected to ATS

• UPS in parallel connected to a Power Control Unit (PCU)

Power chain analysis algorithms implemented in IPM Editions (starting at the Manage level) are able to automatically
detect in the power chain the 3 patterns above and compute the composite power model providing two events:
• status change from "on line" to "on battery"
• low battery (based on capacity % less than a given threshold)
Those two events are usable in Automation as power events triggers as soon as the power chain configuration is
completed.

1.9 Cybersecurity
At Eaton we are focused on analyzing emerging threats and ensuring that we are developing secure products and
assisting our customers deploy and maintain our solutions in a secure environment.
We continously evaluate the cybersecurity landscape for emerging threats and provide the necessary communication
on our website as soon as possible.
Eaton strongly recommends our customers to apply the deployment practices that are outlined on our Eaton
Cybersecurity white paper Cybersecurity considerations for electrical distribution systems accessible on the Eaton
website :
Cybersecurity considerations for electrical distribution systems *
* https://www.eaton.com/us/en-us/company/news-insights/cybersecurity/white-paper-cybersecurity-considerations-
electrical-distribution-systems.html

1.9.1 Eaton cyber security notifications

You may view and register to receive notifications on current cyber security product vulnerabilities and recommended
remediation actions at : Cyber security notifications **

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 Licensing

** https://www.eaton.com/us/en-us/company/news-insights/cybersecurity/security-notifications.html

1.10 Licensing
1.10.1 Initial trial period
All IPM Editions come with one week of trial embedded.
If you skip the license activation during the setup wizard, you may begin to configure your software and commission
your assets prior to the activation of any additional license.

 Note
Please note that after one week, the access to the software will be blocked and that an activation ID will be
required to connect to the software again.

During these first days a yellow notification bar will appear on top of the application to tell you how many days are left
in this initial trial mode.

At any point, you can submit a license or subscription key to activate the software for a longer duration.
To do so, click on the Activate your license link in the notification bar or navigate to Settings > License

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The current status of the License is always visible here.

In the above screen, you can see that the trial period is about expire and the high level features that we are entitled to
at the moment.
At the bottom of this licensing information panel, you may click on the Activate License button to access the license
activation wizard.

1.10.2 Online license or subscription activation

The IPM application supports both online and offline activation.

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 Licensing

The screen shown above illustrates the situation where an IPM Edition is connected to the internet and can perform an
online activation.
As a consequence, the checkbox Activate license online is availbale and checked by default.
If the application is not able to reach the internet, a notification is displayed to tell you that Online activation is not
available.

Type (or paste) your Activation ID into the corresponding input field and click Activate to start the activation process.
If you are in online activation mode, after you have clicked Activate you should simply wait a few seconds for the
system to display a feedback in the current page.

 Note
To get access to online activation, the configuration of the proxy address to be used to access the internet
from your local network may be required. Refer to the network settings tab described in the contextual help
chapter of this document for more details on configuring the proxy.

 Initial activation
Online activation will not be available for the first activation.
Only Offline activation will be allowed after a self-registration that will create an account on licensing portal.

 TIP
Make sure to use the Activation ID and not the Entitlement ID from the entitlement email you received.
If you copy/paste the Activation ID into an input field, make sure to delete any preceeding or trailing spaces
that may be inadvertently copied.

1.10.3 Offline license or subscription activation

If online activation mode is unavailable or unchecked, the below offline activation wizard screen should appear:
The manual (offline) activation process is comprised of 3 steps:
1. Click on "Export" button to generate a file called capability_request
2. Click on the Open Eaton website button
a. This should open a new tab in your browser
b. Select to authenticate With User Name and enter your username and password (if you didn't have a
username yet, please proceed to a self-registration with your activation ID)

c. Once connected, make sure you claimed all your Activation IDs, by using the menu Activations and
Entitlements→Claim Activation IDs , and entering your Activation ID
d. Then click on Devices from the top menu and then on Offline Device Management

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e. Click on Choose File and select the capability request you generated in Step 1
f. Click on Upload. You should be notified of the license generation success.
g. Click on the "click here" link in the notification ribbon to download the generated license. This will
download a file named capabilityResponse.bin . You may now close this tab and return to the IPM
application tab in your browser.
3. The third step consists of importing the capability response file (generated at step 2.f above) into your software.
a. Click on Choose File button in the Activation Wizard.
b. Select the capability response generated during Step 2.
c. Click on Import
You should be notified about the success of the software activation process. Congratulations!

1.10.4 Other license activations

The above process applies to the first activation of your SW instance. There are other situations when you need to
activate again.
Here is the list of the other situations requiring a license activation to take advantage of your latest purchases:
• If you have already activated a perpetual SW license, activate your Subscribed maintenance to benefit of feature
updates for free when available.
• If you have updated your SW version (2.2.0-1→2.3.0 ; 2.3.0→2.4.0 ; ...), refresh your license to take advantage of
the new features of the newer version.
• If you have upgraded your Edition from Monitor to Manage or Monitor to Optimize or Manage to Optimize,
refresh your license to take advantage of the new features of your instance.
• If you have purchased an increase of licensing credits, refresh your license to take advantage of those additional
credits (and hence of additional assets).
• If you have purchased a renewal, refresh your license to take advantage of the extended duration of your
entitlement
• If you have purchased a Plugin license, activate it to benefit from its pecific features.
Whenever an initial activation has already been done (after a self registration), and online connectivity is
available, you will be able to use the Online Activation for all the above!

1.10.5 What does licensing do?

The licensing model allows to define which features you are entitled to and the duration of this entitlement.
In particular, your license or subscription allows you:
• to manage an infrastructure made of active assets which number is governed by the purchased of node credits
• to benefit from free updates of the software with a valid subscription or maintenance entitlement
Once a license has expired, configuration changes and asset management functions are deactivated.

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 Licensing

Make sure to purchase a renewal of your license early enough to avoid any disruption in your usage of IPM Editions
product.
For that matter, the application will warn you in advance about the expiration of your time delimited maintenance or
subscription products.

1.10.6 How node credits are counted?

Each IPM instance is having a node credits count.
The initial trial period comes with a default count.
After this period, a license must be acitvated in order to unlock the SW and get a longer term node credits count.
This count controls whether the end user can or cannot activate a new asset.
Activating an asset is mandatory to monitor it and to take an action on it.
In order to activate successfully an asset, there must be enough credits in the IPM instance count at the time of
activation.
The required count depends on the asset type:
• Power device (UPS, ePDU, ATS,...), always require one (1) credit
• Locations, IT assets (except servers) and Virtual assets (except hypervisors) always require 0 node credit
• Independant Hypervisors and Servers require one (1) credit
• Hypervisor/Server pairs require only one (1) node credit for both elements as they are seen as 2 facets of the
same server.

Credit count evolution through a simple example

Operation Node credits count Rule that applies

Initial order of 40 node credits 40 Result of initial purchase

Activate a data center 40 Locations are not counted in the node

credits

Activate a room 40 Locations are not counted in the node

credits

Activate a row 40 Locations are not counted in the node

credits

Activate 2 racks 40 Locations are not counted in the node

credits

Activate 2 UPS 38 Each power device count for 1

Activate 4 ePDUs 34 Each power device count for 1

Activate 10 servers 24 Each independant server count for 1

Activate 8 hypervisors 16 Each independant hypersidsor count

for 1

Pair a server to an hypervisor 17 A server/hypervisor pair count just for

one

Pair 7 other servers to the 7 remaining 24 A server/hypervisor pair count just for
hypervisors one

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All impacts of assets activation status

As mentioned before, inactivated assets can't be monitored and won't be managed.
Here are the additional rules based on activation status:
• Clusters and vApps are manageable if all their embedded hypervisors are activated
• A VM is manageable if its embedding hypervisor is activated

1.11 Graphite / Grafana deployment

IPM provides a connector to a Graphite server. This connector maybe available or not depending on your license.
You can find additional information on the Graphite server and Grafana documentation at the links below:
Graphite documentation : https://graphite.readthedocs.io/en/latest/
Grafana documentation : https://grafana.com/docs/
Eaton does not provide a validated, preconfigured Graphite & Graphana environment.
To setup such an environment, one good approach may be to create a Docker Compose in order to create a correctly
configured docker container via a yaml (.yml) descriptor file.
There are a- number of good tutorials available on the web if you search for "deploy graphite with grafana", for
example.

1.11.1 IPM Editions graphite connector configuration

The Graphite Connector Settings panel may be accessed from the Monitoring tab in the Settings menu item from
the left navigation menu.

Frequency (seconds) defines the Graphite data push frequency. Default value is 30.
Server IP address should be configured with the IP address of your Graphite server
Server Port is the port number to be used for your Graphite server. Default value is 2003.

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Basename is the name which will be display on the Graphite server for the IPM Edition connection. If none is set, your
IPM Edition will send its hostname as the Basename.
Activate is a toggle to turn on / off the Graphite server connection. Please keep in mind that you must click Save to
start the connection between the applications.
If everything is configured correctly, the Graphite Connector Status should turn to a green Connected state

Example Grafana dashboard

Below you can see an example of Grafana being used to aggregate top level dashboard metrics from IPM Understand
Edition sites.
This enables you to have a global overview in multi-site deployments and is a typical use case for the IPM Graphite
connector.

Grafana - Dashboard creation

Once your Grafana server is setup and configured with your Graphite server, you may use it to create custom
dashboards with information from one or multiple IPM Edition instances.
From the Grafana home page, click on the plus ( + ) icon and select dashboard

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By default, Grafana will add a new panel to your dashboard. You can add additional panels using the Add panel icon :

On a new panel you may begin by either selecting the query (the data you want to see) or the visualization (the type of
graphical item you want to display).

Query

When creating a query, you must fselect the database you want to use. In this example, we select the Graphite instance
linked to the Graphana instance during the deployment of your environment.

Once you've selected the database, you then select the Series you want to display. The Series are divided into several
layers which go progressively deeper into the data center assets. You continue drilling down until you locate the data
you want to visualize.
The first part of the Series is the IPM Edition containing the asset. This is where you will find the basename that you
configured for the IPM Edition Graphite connector configuration or IPM Edition instance's hostname if you didn't
configure the basename.
Next you select the asset you want to monitor.
Due to technical limitations on the length of metric names in Graphite, your IPM Edition sends the internal identifier of
the asset instead of the name. This means that you will need to be able to find the mapping between the two in order
to configure the correct asset ID.
You may find the name of an asset ID either from performaning an export to CSV of the asset database or, alternatively
by using a REST API call to display it in a browser.

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Using the REST API to display the Asset ID - Asset name mapping
From your favorite web browser, log into your IPM Editions web interface. Then, on a new tab, type https://[your_IPM
Edition_IP address_or_hostname]/api/v1/assets. You will find the list of all the assets provided by the instance of IPM
Editions including their ID, name, type and subtype.
For example, here is an example of how to get the default realpower metric for the Datacenter with the
ID datacenter-3 which is present in the IPM Edition with the basename Datacenter_01

Then you can add a second query by using the Add query button at the top right of the Query panel in order to get the
same data from another IPM Editions instance with the basename of Datacenter_02.

Now that you have your two queries, you may use them in other queries.
For instance, I can use the sumSeries function to create a sum of the power consumption from my two data centers.

Using the Text mode icon you can use the Graphite syntax istead of the Grafana UI in order to create your query

Visualization
When your queries are complete, you may change the visualization by clicking on the left vertical menu

The default visualization is Graph but you can easily change it to another type of visualization.

Each visualization has its own configuration panels.

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2 Contextual Help

2.1 Login page

2.1.1 Initial login

1. Enter default password
As you are logging into your IPM application for the first time, you must enter the factory default username and
password which are set to:
Username = admin
Password = admin
As you will be able to see, the password details are obscured from view so please ensure to enter the password
carefully and correctly.

 Note
Passwords are case sensitive!

2. Enter the login wizard

As soon as the default credentials are entered successfully, the login wizard starts.
At first login, the system requires that you change the default admin password.
• You are presented with a message requesting the current admin password ("admin") and to enter a new
password which you must also enter a second time to ensure you have entered it correctly.
• Follow the password policy recommendations included in the tooltip.
• A secure password is mandatory.

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 The factory default password security policy requires that you enter a password with at least 8
characters and that includes a minimum of 1 number, and 1 special character.
You may modify the password strength policy in the settings of the application. See User Management
for more information.
• Click Continue.
For the more details on the remaining steps in the wizard, please go to the Initial setup & configuration section of the
documentation.

2.2 Dashboard View

2.2.1 Overview
The purpose of the Dashboard is to give a general snapshot of the health of the Data Center via key metrics. This
includes real-time data and trends over 24 hours, 1 week and 1 month periods for both Power and Environmental
metrics.

 Note
The Datacenter Configuration is required to get the full view. If you skipped the Datacenter
Configuration (optional) step during the initial Installation Wizard, some panels in this view will be greyed.
Just follow the link displayed in the greyed panels to complete the Datacenter Configuration and enable all
panels.
The left most Power gauge provides you with a view of the total power usage of your Data Center, allowing you to
quickly see and understand power usage at the Data Center level.
The Temperature and Humidity gauges enable you to view the current environmental status of your Data Center,
providing an aggregated value for temperature and humidity sensors deployed within your site.
The top right Active Alerts panel provides the user with visibility of the most recent active alerts occurring within their
Data Center along with timestamps and a brief description of the issue impacting a particular device.
The bottom right panel displays a Data Center uptime KPI based on the main feed to the UPS. It is a quick way to
understand the stability of the power in the data center.

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2.2.2 Navigation within the application

The application progressively exposes more detailed information via a drill-down navigation starting from the
Dashboard.
From the dashboard, you may navigate using the left or top menus or you may also click on a gauge to advance to a
more detailed view.
For example, by clicking on the Power guage, you'll be taken to a Power Chain view which provides you with an
overview of the Data Center power distribution topology from the Utility feed down to the racks. From that page, you
can click on a given Rack gauge to go further down in detail.

2.3 Power Chain View

From the main Dashboard page, you may navigate to specific areas of their Data Center such as the more detailed
Power Chain view, (see below). The Power Chain view provides you with an overview of the Data Center power
distribution topology from the Utility feed, through the UPS down to the rack level. To access to the Power Chain view,
you click either on the power icon in the left menu or click directly on the Power gauge on the main dashboard to
drill down to this level.

 Note
The Datacenter Configuration is required to get the full view. If you skipped the Datacenter
Configuration (optional) step during the initial Installation Wizard, some panels in this view will be greyed.
Just follow the link displayed in the greyed panels to complete the Datacenter Configuration and enable all
panels.

Here you are presented with a simplified line diagram of their power chain topology. You are also shown a graph of the
total power consumption of your Data Center over the last 24 hours, 1 week and 1 month. A custom date range may

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 Rack View

also be entered manually. Active alarms are also shown on this page ensuring you will never miss any new alarms that
may occur.
If the UPS present is a stand alone 3-phase UPS, you are also able to select a high level overview of the phase balance.
A list of possible configurations for the input power infrastructure can be found in Supported Power Chain Topologies
section of the documentation.

2.4 Rack View

By clicking on one of the rack representations in the Power Chain View, you are taken to the Rack View.

 Note
The Datacenter Configuration is required to get the full view. If you skipped the Datacenter
Configuration (optional) step during the initial Installation Wizard, some panels in this view will be greyed.
Just follow the link displayed in the greyed panels to complete the Datacenter Configuration and enable all
panels.

You are able to see detailed information for this rack including total rack power, percentage of load balance between
both rack ePDUs, and load levels on each rack ePDU. You may also view the power usage graphs over 24 hours, 7 days
and 1 month periods. The top right panel shows you the most recent alarms.
The top banner of the rack view clearly indicates the power source of each feed into the rack (E.g. UPS, Mains). See
below:

The system also displays the state of each outlet and which outlet of a rack PDU a device is connected to by simply
rolling over either a device or an outlet.

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The Question Mark icon at the top right of the Rack topology provides a legend for the outlet colour:
• GREEN = Management on & device connected and within threshold
• YELLOW = Management on & device connected and above warning threshold
• RED = Management on & device connected and above critical threshold
• WHITE = Management on & no device connected
• GREY = Management off
• Grey with strike-through = Communication lost or belongs to PDU with no communication capabilities

When you perform a mouse-over on one of the outlets, the device supplied is displayed with a Bold rectanglular
highlight. If there is another outlet supplying the device, that (those) outlet(s) is (are) also displayed in bold.

When you mouse-over a rack mounted IT device in the view, a popup appears with the name of the device, the name of
the power supplies and the outlet number if the device is powered by a PDU, as well as the total power consumed by
the device from all outlets. Both device and outlets are displayed surrounded by a Bold rectanglular border.

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PDU sections are represented with their name in a colored rectangle and Eaton G3/G3+ ePDUs are represented in the
rack view with the same colors as those applied to the HW unit itself making it easy to quickly identify the relevant
section and outlet.
You may mouse-over the top of the label in the colored rectangle identifiying each section. When doing so, each device
powered by the selected section's outlets is displayed with a bold border.
A tooltip is also displayed with the group name of the section, the phase powering the section and the instananeous
values of the active power, current and load % of the section.

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A feed identifier is displayed above each of the rack PDU gauges. When available from the rack PDU, the feed color and
name are displayed automatically.

You may also obtain more details related to each of the rack PDUs installed. Simply click on the Details button. Details
such as serial number, installation date, warranty expiration date, etc are provided.

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2.5 Power Monitoring View

2.5.1 Overview

Clicking on the Power Monitoring tab brings you directly to this list view.
Here you may view Power devices such as UPSs, ePDUs or STS simply displayed in a list. This view is very convenient if
you didn't configure datacenter topology during initial installation wizard.
• A Search field allows you to filter the Power Devices
• You can sort the devices simply by clicking the colums headers
• On each line mouse hover buttons provide you direct access to Detailed Information or Rack View or Device
Web page
• Some metrics such as its Status, Load Level, Power Output, Battery runtime are displayed in this view

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2.6 UPS View

Clicking on the UPS gauge brings you directly to the UPS view.

Here you may view more detailed UPS measurements such as its status, as well as the Battery, Input and Output
Metrics, while still maintaining an overview of the total critical power and active alerts.
By clicking on the Details button you are presented with further details related to the UPS such as its IP address, serial
number, location, etc.

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 ePDU View

Alternatively, you may click on the IP Address link which will take you directly to the selected UPS' embedded web
interface.
Returning to the Power View page, you may see the power consumption by rack for each rack protected by the selected
UPS.

2.7 ePDU View

2.7.1 Overview
A detailed view of ePDU assets is available. It is called ePDU view.
The user can access it by openning the Power Monitoring view and hovering the line corresponding to the ePDU she/he
is interested in.
An information icon will appear on the right end of the line. By clicking this icon, the user will open the ePDU view of
the corresponding device.

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This page is made of a main view containing several panels and a side view detailing each section, outlet by outlet, on
the right side of the page.

2.7.2 Main view

The main view is made of four panels:
1. The top panel contains the key informations of the device and a button to open the detail dialog also available
from the rack view.
2. The Alarms panel displays the alarms currently active on the device, if any.
3. The Metrics panel shows the main instantaneous global power values phase by phase.
4. The Branch Circuits panel shows the main metrics of each branch circuit.

2.7.3 Side view

The side view contains as many panels as the ePDU has sections.
Each section panel presents the phase powering the corresponding branch circuit and the list of its outlets by showing
for each outlet:
• A pictogram to represent the type of the outlet
• The power drawn from the outlet (if non-zero)
• The identifier of the outlet
• The friendly name of the outlet

2.8 Environmental View

By clicking on the temperature and humidity symbol on the left hand side of the screen, you are able to view a greater
level of detail with respect to the temperature and humidity sensors deployed in your data center.
Currently, IPM Editions software monitors the temperature at the server intake level (front of rack sensor deployment),
this provides the user with a view of the environmental status directly at their IT device level.

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 Asset Management View

 Note
The Datacenter Configuration is required to get the full view. If you skipped the Datacenter
Configuration (optional) step during the initial Installation Wizard, some panels in this view will be greyed.
Just follow the link displayed in the greyed panels to complete the Datacenter Configuration and enable all
panels.

Similar to the layout of the power view page, you may see the telemetry from sensor(s) monitoring the air intake (front
of rack).
You may change the selected view by selecting the grid format view on the top right of the temperature and humidity
display in order to see change from the default hierarchical view of the location topology to a grid view with all racks in
an alarm state being moved to the top of the panel in order to see them all at once.
At the top right hand side of the page, you are presented with a snap shot of your current and most recent alerts.
In the bottom right panel, you may also view graphs of the historical data related to either temperature or humidity
over the last 24hrs, 7 days or 30 days.

2.9 Asset Management View

One of the base functions of the system is to provide a basic asset management tool, enabling you to track all data
center devices over the asset's lifecycle from installation to decommission. Along with the basic location and device
type tracking,you may also enter contact details and assign a device specific priority which will be used in calculating
the frequency at which alarms are resent.

At all times, you have visibility of all current issues related to this device via the alarm icon which is displayed to the
left of the asset name.

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2.9.1 Types of assets

Devices are categorized by type with the top level categorization defined as follows: Facility assets, IT assets, Virtuals
Assets, and location.
All are accessible in dedicated tabs.
Every time a new asset is added (discovered or created), it is assigned an asset type and displayed in the corresponding
tab.

Facility assets
Power asset tab will will monitor the following types of assets :
• Power Devices
• Feed
• UPS
• ATS/STS
• PDU
• ePDU
• Genset
• Sensors & GPIOs
• Sensor
• Dry contact sensor
• Output contact

Location
In the current version, it is also possible from the power asset view to create & manage:
• Location topology
• Data Center
• Room

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• Row
• Rack

IT assets
From this tab, it's possible to manage assets of the following types:
• Server
• Storage
• Switch
• Router
• Rack controller
• Appliance
• Chassis
• Patch Panel
• Other

 Note : IT servers related to HPE OneView connector are not monitored by IPM2

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Virtual Assets
On this tab, all of the virtual assets associated to Virtualization connectors are displayed.
When a virtualization connector is correctly configured, all of the connector derived virtual assets will be displayed in
this view with high level monitoring information :
• Cluster objects :
• VMware
• VxRail
• Nutanix
• Manager objects :
• VMware vCenter
• Microsoft SCVMM
• Hypervisor objects :
• VMware : ESXi
• Microsoft Hyper-V
• Nutanix : AHV
• Virtual Machine objects :
• VMware
• Microsoft
• Nutanix
• Storage objects :
• NetApp : ONTAP

Hypervisor and physical host pairing

In order to benefit from contextual visibility provided by IPM, all connector discovered hypervisors should be paired to
a physical server host object in order to establish a power chain link between a physical host object and the power
chain topology.
However, this pairing is not mandatory. If you only wish to protect your virtual environment and not utilize the full
contextual visibility features available in IPM, it is also possible to do so.

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Pairing configuration assistance

A filtered view will help you quickly identify all Hypervisors that still need to be paried with a physical host by simply
clicking on the link.

 Note
Physical hosts should be created in the IT assets page prior to beginning the pairing process.

Select a hypervisor to pair and click on edit button. A dialog box will open with the list of servers available in the field
Server Host. Simply select the host on which the hypervisor is installed.
Please note that the application will not allow you to mistakenly assign more than 1 hypervisor to a host.

2.9.2 Primary asset actions

The main asset management actions are accessible in the Add Assets drop down menu in the top row of the page.

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Auto Discovery
This menu item enables you to perform a scan of the network to discover connected power assets and to add
them automatically to the asset list. The devices elligible to the discovery are of following types:
• Uninteruptible Power Supply (UPS)
• Rack Power Device Unit (PDU)
• Automatic/Static Transfer Switch (ATS/STS)
Once the Auto Discovery menu item is selected, you are presented with the Auto Discovery initial choice.

Discovery initial choice:

1. Autodiscovery will start a 2 steps wizard for Protocols and Credentials selection
2. Discover by IP / Netmask will start a 3 steps wizard for IP details then Protocols and Credentials selection

Step 1 : IP Details (optional for Autodiscovery Mode)

• You may select from one of three methods to control the scope of the discovery process over the network (Singl
e IP Address or IP Range or Netmask)

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• Click on New button to search by Single IP Address or IP Range or Netmask. Depending on the context enter
any relevant settings like IP address or range.
• To select a method, simply select the corresponding line.

• Single IP: The scan will only be performed on the individual IP address that you enter.
• IP Range: is a contiguous list of IP addresses defined by the first and the last addresses in the range. The scan
will be processed over all the IP addresses included in the range(s) defined by the user.
• Netmask: is a set of addresses defined by a base IP address and a netmask. The scan will be processed over all
the IP addresses included in the range(s) defined by the user.

Step 2 : Select Protocols

In this step you can select the target protocols for Discovery process

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Step 3 : Select Credentials

In this step you can select the target Credentials for Discovery process
Create New button allows you to create a New credential for Discovery Process

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 Asset Management View

Pressing the Start button will launch the configured automatic discovery process.
Simply press the Cancel button to exit the discovery modal without starting a discovery process.

Upload CSV file

This button allows the import of a CSV file containing some number of asset descriptions (one per line).
A CSV file may be generated to backup all of the configured assets in CSV format (see Export Assets, below).

 The CSV upload requires a specific format. Please refer to the Asset Management documentation for more
detailed information

Add New Asset

This button allows you to create an individual asset from the UI by entering asset details in the configuration Wizard
that will appear.
This asset configuration Wizard is documented in the Asset Management section of the documentation.

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 Before proceeding with the addition of new assets to your system, please consider the comments below:
• Create the appropriate Input Power topology for your data center. See the possible recommended
topologies available in the Supported Power Chain Topologies section in the documentation.
There is a specific Power Chain in the IPM application called the Input Power Chain. The input power
chain is made up of power devices (Feed, Genset, stand-alone UPS) which provide power to your Data
center. In order assign a device to the Input Power Chain, you simply need to set its location as data
center.
• After defining the input power chain of the data center, we recommend that you proceed to create all
rack mounted power devices (E.g. rack mounted UPSs, rack PDUs, etc.) in order to complete the power
chain down to the rack power device level.
• For adding sensors to the asset list, there is a dedicated T&H Sensors Management sub-section in the
Asset Management section of the documentation.
• For adding daisy chained rack PDUs to the asset list refer to the ePDU G3/G3+ Daisy Chaining sub-
section in the Asset Management section of the documentation.
• To enable monitoring, you must make sure you have enabled SNMP v1 or v3 protocol from the Web
interface of the devices. You will need to configure SNMP credentials in the application. Refer to the
Security Wallet section for more information.

Add Connector
To add a connector, user is redirected to settings menu / connectors
For more information please read the Settings/Connectors documentation page.

Export Assets
This button generates a CSV file that contain the description of all the configured assets.
This file will be usable to restore the asset list later if needed (see "Upload CSV file" above).

Delete Asset
This button is only active if at least one asset is selected.
When active and pressed, this button deletes all the selected assets from the list.

2.9.3 Asset list statistics and report

Just below the top row of buttons, the asset management view displays the number of assets and an optional message
informing about the completeness of the configuration.

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Depending on the way each asset has been added, its power source and location in the data center might not be set
and it may not be set to Active. This information is mandatory for an asset to be monitored by the IPM application. In
such a situation, a red alert icon (displayed below the indicator of the number of assets) will draw your attention to the
need to complete the configuration.
The link gives easy access to the Filter inactive devices dialog in order to help you focus on the assets that still need
further configuration in order to be monitored by the application.

The checkboxes in the Filter inactive devices dialog are helpful to finalize the configuration by topic (e.g. start by
completing missing power sources and then move on to missing locations, etc.).
Asset List
The main content of the asset management view is the asset list itself.
This list can be managed via the column icons and the search field:
• the list icon (on the right of the search field) enables the user to choose the columns to display in the table by
selecting the related checkboxes.

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• the search field enables you to select the type of asset to display in the list

• The pagination navigation is available at the bottom of the table along with the configuration of the number of
items displayed per page (10 ; 25 or 100).

2.10 Asset mass configuration view

IPM allows you to configure multiple assets at once by selecting:
1. a correctly configured source device first,
2. all or part of the settings of this source asset,
3. the set of all target assets last.
As a result, the data set selected at Step 2 will be bulk-applied to all the target assets selected at Step 3 with the values
coming from the source device selected at Step 1.

 Note
Note that a configuration can be applied from one device to another if and only if they are both of the
same type (hardware/vendor) and having the same firmware revision.
Examples :
It's impossible to apply a configuration from a NMC card to a Network M2 card.
It's impossible to mass configure a NMC card to another NMC card running with a different firmware version.

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 Note
List of eligibles assets to Mass configuration :
UPS/NMC Network-MS / Modbus-MS cards

ePDU/G3 ePDU Network management card

UPS/M2 Network-M2 / INDGW cards (FW version 1.7 and upper)

To begin this process, go to the Asset management view, select the source asset from which you want to copy the
configuration, then click on the Configure button on top of the asset list.

Then, select/create the credentials to authenticate to the device.

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2.10.1 Configure NMC or G3 cards

From the asset list, select the source asset, click on configure and select the credential to authenticate to the device.
Then, IPM will display all settings available for the asset. They are grouped by categories :

For NMC Card : communication card dedicated to UPS

• System settings
• Access control
• Network settings
• Outlets
• Emails
• Network Management System
• Environment sensor
• Shutdown schedule
• Time settings
• Client settings

For ePDU G3 : communication card dedicated to ePDU

• System settings
• Access control
• Netwotk settings
• FTP settings
• HTTP settings
• Network Radius settings
• SMTP settings
• Telnet settings
• Network log settings
• SNMP
• Network management settings
• LDAP settings
• Display settings
• Users
• Emails
• Input

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• Outlets
• Outlets groups
• Environment sensor
• EnergyWise settings

Then, select the settings you want to copy to another device.

It's possible to select a group of settings, or only one.
Select the check box :
• front of the group settings will select all the values for that group,
• front of the settings : open the group and select individualy the settings.

Once all / or part of settings are selected, click on the button "BULK APPLY".

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Then select the asset(s) where to copy the configuration. IPM will display only the eligible assets.

Click on "APPLY" to start the configuration on targeted assets. IPM will show the progress of the configuration, and
display a message once operation is done.

2.10.2 Configure Network M2 card

From the asset list, select the source asset, click on configure and select the credential to authenticate to the device.
Then, IPM will display all settings available for the asset. They are grouped by features :

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With the possibility to expand the group content to display the settings of the group :

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 Note
For Network M2 card, it's possible to select only features and not individual settings.
For full details on features content, please refer to Network card online help or user guide.
Following features are available for the mass configuration (the list below may vary depending on the FW revision of
the Network M2 cards used):
• Account service : settings related to user management and card password management (Password strength,
Account expiration, session expiration, preferences settings, administration password)
• Card : card general information (contact, location, name)
• Certificates : certificates settings
• Date : Date & Time settings
• Email : email sending configuration
• LDAP : LDAP configuration for User management
• Measure : Meters Menu / Measure logs (logs UPS measures frequency)
• MQTT : MQTT certificates
• Network : network settings
• Power Outage Policy : protection settings / Power outage policy set on the card
• RADIUS : RADIUS configuration for User management
• Remote user : user preferences settings (temperature, language, date, time)
• Scheduled shutdown : protection settings / scheduled shutdown
• SMTP : email SMTP server settings
• SNMP : SNMP card settings
• Syslog : protocols settings / system logs
• Webserver : protocols settings / HTTPS server settings

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Once one or more groups of features are selected, click on the button "BULK APPLY".
Then select the asset(s) where to copy the configuration. IPM will display only the eligible assets.

Click on "apply" to start the configuration on targeted assets. IPM will show the progress of the configuration, and
display a message once operation is done.

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2.11 Automation view

2.11.1 Overview
IPM Editions software can keep the business continuity of your infrastructure by handling a set of policies.
The IPM Editions software guarantees the continuity of your activity by the management of automated protection
policies. The configuration of these policies is provided though an intuitive step-by-step creation wizard.
The resulting policies can address both the physical and digital infrastructures.
They consist in user defined sequences of actions triggered by some event.
Examples:
• protection of an IT infrastructure : example - execute an action if an event happens on one of my devices
• notification of specific power events : example - send an email notification in case of an event/alarm
is triggered on one of my devices
One sequence of actions and the initial trigger is what we call an automation.
All automations follow the same basic configuration flow:
• define the triggering event that will start your automation
• select an action to perform in case the triggering event is reached
• select the target device(s) to which to apply the action
• loop on actions/targets definitions

2.11.2 Automation main page

Through this menu users are able to manage all automations:
• Create automation
• Edit automation
• Manage the Automation settings

Automation List
All existing automations are listed in this table. From the list you may easily:
• Activate or deactivate an Automation. An automation in an Inactive state will not start if the trigger event
occurs. By default, an automation is inactive upon creation. You must manually activate it.
• Find all of the important information about each automation : Name, type of trigger event, execution
information (last start, last end, current activity, end status, and execution history)

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Actions buttons found to the right of the table allow you to:
• View execution history: here you will find all the execution histories of a policy, for each execution the detail of
each stage is available as well
• Edit the automation
• Duplicate an automation
• Force start: will manually force the immediate execution of the automation as if the triggering event was just
reached

Detail of action buttons :

Example of execution history for an "automation" :

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Automation Settings
The Automation settings sub-menu enables you to configure global parameters that apply to the entire automation.
From this menu, it's possible to

Manage Scripts :
It is possible to configure actions based on custom user script.
To use a script as an action, you may manage available script from here :
• Upload new scripts
• Edit existing scripts

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Notifications
It is possible to configure the email address(es) to use by default when you create a Notification action. Values set here
will be retrieved automatically in the automation wizard when you configure a Notifications action.
However, it's still possible to change the mailing list during the automation configuration. In this case, the override
value will apply only to the automation where the value is changed.

Automation creation wizard

This section will detail the main configuration steps for an automation.
First of all, you must provide a name to the automation. This field is mandatory.

Define the triggering events

The triggering events are the starting point of any automation.
All triggering events available are grouped into the following categories:

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• Power issue
• Scheduled time
• Other alarm
• Environmental issues
• Manual override

 Note
A list of all triggering events per device that are managed by the IPM Editions software is available in the
Automation section.

 Note
The Automation wizard is able to detect the application context meaning that the wizard will filter triggering
events in order to show only those that can be generated by devices discovered and monitored by the
application. Similarly, for actions the Wizard will only propose actions that are possible given your license and
virtualization connector configuration.
As a result, it is important that you've completed the setup of the application before beginning to create
your automation.
Asset based triggering events
The categories "Power issue", "Other alarm" and "Environmental issues" are all requiring the selection of source
asset(s).
For those categories, the definition of the triggering event is a 2 steps process:
1. select the nature of the event
2. select the source asset(s) of the event
When selecting multiple source assets for a given event, an option allows to define the triggering event to be true
either when the event is happening on all the source assets at the same time or at least on one of the source assets.
Example on power issue:
The first step is to define the nature of the event.

The second step is the choose the source asset(s).

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Similar approach applies to environmental issues and other alarms.

Trigger Type: Scheduled time
This category of trigger allows you to schedule an automation based on the date and time.
This type of trigger can be useful to configure maintenance windows in an environment or to schedule a shutdown/
switch off devices at a specific interval.
You must select the day and time to start the automation and one of the recurence schemes below:
• once
• every day
• every week

Trigger type: Manual override

This last type allows to define an automation that will only be triggered manually.
No specific event will be listened by the system to automatically start it in the background.
This only way to get it started is to manually request it.
One could use it for capturing anything that should be repeated the exact same way in various and hard to schedule
situations. For example, it can be there as a "panic button" kind of policy to run in case of unplanned issue.
This is also a good choice of triggering event to define actions sequences designed only to be initiated within other
automations.

Combining multiple triggers

Once the first triggering event is defined some additional triggering events can be combined as an option.

There are two modes to combine multiple triggers together.

The OR mode consists to launch the automation as soon as one of the multiple triggering events is fired while the AND
mode would start the automation only when all the triggering events are true.

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Define the action(s)

As soon as the triggering events are defined, it's time to specify the action(s) to perform when triggering events are
reached.

General principles
Action sequences
You may specify multiple actions, if you want to build a chained sequence of actions.

 Note
In the case where you have configured multiple actions, they will be sequenced by order of configuration. In
the current version, wizard generated automation actions cannot be executed in parallel but multiple targets
can be set for a given action.
Common behaviors for all actions definition
When you've selected the action type you want to configure and the targeted asset(s) to apply the action to, the wizard
will guide you through the specifics of this action configuration. You just have to follow the process for full completion.
All action configurations are ending by the same last step about the automation behavior at the end of the execution of
each action.
You can ask the system to either check the initial trigger state at this point and, in case it would be no longer valid, stop
the action sequence right here or you can ask the system to ignore the initial trigger validity and continue whatever is
its state.
This allow to control if the sequence has to be performed entirely wathever happens after it has been triggered or if it
has to stop as soon as the initial conditions that triggered it are no longer valid.
An independant check point of the initial trigger state can also be added as an independant action.
Example 1

Once started, this sequence may only stop after Action 30 making Action 40 an optional step performed only if the
initial trigger is still true at this point.
Example 2

This second example performs the same as the first except the check point is made independant from Action 30 by
adding a specific check intial trigger action of its own. This gives more flexibility on the ordering and addition of new
steps keeping the check point at the same place (before Action 40 in the example).

 Note
As in the case of triggering events, the Automation wizard is able to analyse the application context meaning
that the wizard will only propose actions that are possible given your devices, license and virtualization
connector configuration.

 Note
Please note that some restrictions in available features may apply with respect to:
• your software licence
• the kind of assets configured in your IPM application
• the kind of virtualisation connector you have configured as some actions are not available in all
connectors

Available actions by category

Actions are split into categories into the wizard to simplify the configuration:
• Shutdown hardware
• IT action
• Send a notification

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• Set a timed delay

• Custom script
• Check initial trigger validity
Shutdown hardware action
This action enables you to control :
• rack PDU devices in order to switch on/off outlets.
• physical servers to turn On/Off the device
First, you must select the type of device (ePDU or Server), then an action On or Off.

IT actions

 Note
IT actions are enabled when virtualization connectors are configured in the IPM Editions software. Please
check the Setting view / Connectors section of the contextual help for more information.
For IT actions, please note that some restrictions may apply related to your software licence and the type of
virtualization connector you have configured as some actions aren't available in all connectors.
Please check the chapter Automation / IT actions supported in the General Information section in the
documentation for more details.

Using IT actions, you may configure actions applicable to virtual hosts and machines monitored via a virtualization
connector. In addition to actions on virtual assets, the IT sections also covers the actions aplicable to some physical
servers either discovered by a 3rd party connector (e.g. connector to HPE OneView) or directly reachable by SSH
protocol.
Actions are grouped by sub-categories:
• vAPP action: These actions apply to some targeted virtual app(s)
• power on
• suspend
• shutdown
• VM action: These actions apply to some targeted virtual machine(s)
• powerOn
• powerOff
• shutdownGuest
• shutdownGuestWithTimeout
• suspend
• resume
• migrate

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• Host Power Action: These actions apply to some targeted hypervisor(s)

• Shutdown host
• Shutdown VM then Host
• Enter in maintenance mode
• Enter in maintenance mode then shutdown
• Exit from maintenance mode
• Power down to stand by mode
• Power up from stand by mode
• Cluster shutdown action: These actions apply to some targeted cluster(s)
• Storage action:
• Execute a shutdown on a storage node
• HPE OneView server action:
• Power On
• Power Off
• Power Capping
• SRM (VMware Site recovery Manager)
• Launch a specific recovery plan of a VMware SRM node
• Server action:
• Execute a SSH command on a chosen SSH enabled target device
• Fault Domain:
• Make a domain enter/exit the maintenance mode
• Shutdown a domain via maintenance mode

Send Message action

It is possible to edit the email address and also customize the content of your notification message.

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 A valid SMTP server must be configured for the Send message action to work properly.
Please proceed to the configuration of the SMTP server to be used in Settings/Notifications page.

Add a timed delay action

This action is especially useful when defining a sequence of actions. Indeed, it enables you to pause an automation by
adding a timed delay, runtime threshold or % battery threshold condition that must be reached prior to executing
the next action.

Custom script action

Through this action you may configure an automation with a predefined action generated by a custom user script. The
script may be uploaded before configuring the automation (Menu Automation settings) or directly during the
configuration process by clicking on Import.
All scripts previously uploaded will be retrieved by the wizard and presented for selection. Only one script may be
selected for execution by the action.
Command(s) defined in the script will be executed when the automation starts.

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 Note
The IPM Editions software embeds appropriate tools to support the following scripting languages:
• Bash, Python, Perl as part of the system
• IPMI, Redfish, Wake On Lan, Expect using additional libraries

Check trigger validity action

Use this action to insert an optional break point into the automation action sequence.
The condition tested here is about the state of the trigger of the automation.
If the state is still valid, the automation sequence will continue.
Otherwise, the automation action sequence will stop here and all the actions defined forward in the sequence won't be
executed.

Dynamic Groups
On some Power and IT actions, you have the possibility to select a dynamic group as the target of the Action.
A Toggle choice allows you to select between Static and Dynamic asset selection.
If the group has been already created it appears automatically in the list (refer to Asset Management page of the User
Manual to create Dynamic Groups).
You can also create a new Dynamic Group on the fly with the Create new dynamic group button.

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Add Another Action : build a sequence

After each action is configured, the wizard will systematically ask you whether you want to add a new one. Click on
Save to ignore and save your automation "as is".
If you add a new action, your automation will become a sequential business continuity policy automation.
All actions will be executed sequentially. However, it is possible to check the trigger validity when you add a New Action
and the Wizard will prompt you as to whether you want to do this or not.
With this option you can decide to stop or continue your automation according to the status of the initial trigger. In this
manner, you can ensure that the trigger status is verified between each action.
The condition will be added to your automation sequence summary as a "Check trigger Validity" step.
You may then add a new action in order to continue the configuration of your automation sequence, or click on save to
complete your automation.

2.12 Status dashboard

The status dashboard page may be accessed by clicking on the Status menu item in the left menu.

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It provides you with application information and real-time metrics related to aplication health (E.g. storage usage,
uptime, memory usage, cpu usage, and network usage).
It also allows to download and archive following logs for troubleshooting purpose:
• Maintenance
and
• System Logs

2.13 Setting Views

2.13.1 Account settings

The Account settings feature is accessible from the right hand icon in the Top bar.

Note: Your password, can also be changed from the right hand icon in the Top bar.

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In Account settings you can change:

• Your Account details such as:
• Full Name,
• Email,
• Phone,
• Organization
• Your user preferences such as
• Preferred user interface language
• Date Format,
• Time format
• Temperature scale in Celsius or Fahrenheit,

2.13.2 Alarms settings view

The Alarm settings tab is accessible from the Settings menu item in the left navigation menu.
The alarm settings page is organized into 6 subsections including :
• Data Center
• UPS
• Row
• Rack
• PDU
• ATS/STS
Specific alarm thresholds such as temperature and humidity levels in the Data Center are prepopulated with industry
standards defaults to facilitate configuration.

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Temperature & Humidity default settings

Temperature Critically High 30°C 85°F

Temperature Warning High 27°C 80°F

Temperature Warning Low 17°C 62°F

Temperature Critically Low 14°C 57°F

Humidity Critically High 70%

Humidity Warning High 60%

Humidity Warning Low 40%

Humidity Critically Low 30%

Although the temperature and humidity settings have default values, you may adjust them to a more suitable setting
reflective of the standards you have defined for your data center environment
All alarms can be set to send additional notifications to specified users by email, email to SMS gateway or both.

Data Center Alarm Settings

For the Data Center alarm settings, you have the ability to set thresholds for both warning and critically high power
usage alarms specific to your data center.

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UPS Alarm Settings

On the UPS alarm settings page, you have the capability to set thresholds for UPS alarm management. These
thresholds are set locally on the IPM instance.
The user can set certain thresholds at once for multiple UPSs.
To do so:
• Select the target devices,
• Click on Change UPS thresholds
• Enter the details in the text fields
• Click on the Apply now to all UPS button.

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Row Alarm Settings

On the Row alarm setting page, you have the capability of setting thresholds for alarm management for rows in your
data center. The thresholds are set locally in the IPM application.
It is possible to change following thresholds:
• Temperature.
• Humidity.
You may set specific thresholds at once for multiple rows.
To do so:
• Select the target rows,
• Click on Change Row thresholds
• Enter the details in the text fields
• Click on the Apply now to all Rows button

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Rack Alarm Settings

On the Rack alarm settings page, you have the capability of setting thresholds for rack level alarm management in your
data center. The thresholds are set locally in the IPM application.
It is possible to change following thresholds:
• Temperature.
• Humidity
• Phase Imbalance
• Total Power in rack.
You may set specific thresholds at once for multiple racks.
To do so:
• Select the target racks,
• Click on Change Rack thresholds
• Enter the details in the text fields
• Click on the Apply now to all Racks button.

PDU Alarm Settings

On the PDU alarm setting page, you have the capability of setting thresholds for PDU level alarm management in your
data center. The thresholds are set locally in the IPM application.

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You may set specific thresholds at once for multiple target rack PDUs.
To do so:
• Select the target rack PDU,
• Click on Change PDU thresholds,
• Enter the details in the text fields ,
• Click on the Apply now to all selected PDUs button.

ATS/STS Alarm Settings

On the ATS/STS alarm setting page,you may set the specific alarms related to ATS/STS. No thresholds can be defined
here. Only the source change events or malfunction notifications are accessible from an STS/ATS.

2.13.3 Connectors
The Connectors settings tab is accessible from the Settings menu item in the left navigation menu.

Overview
The IPM application can monitor and orchestrate business continuity policy when virtualization connectors are used.
This feature enables the IPM application to manage and interact with your third party products or your virtualized IT
environment.
IPM can be configured to use the following connectors:
• Virtualization:
• VMware vCenter
• VMware ESXi
• Microsoft HyperV / Server
• Microsoft SCVMM
• Nutanix Prism Central / Cluster
• Dell EMC - VxRail
• Server:
• Microsoft Windows Server
• HPE OneView
• Storage:
• NetAPP
Once a connector is properly configured, all assets managed by the connector are retrieved by IPM2 in an asset
management page (Assets menu / virtual Assets tab) : Virtual machines, Hypervisor, Manager, VMs, Cluster.
Connectors also enable the IPM application to interact with the assets monitored by the connectors and for you to
define business continuity policies using the IPM automation features.

 Note
The virtualization connectors and IT actions supported per connector are detailled in the IPM Documentation
section Automation / IT actions supported
Please note that some restrictions may apply with respect to your software licence and type of virtualisation
connector configured as some actions are not avaiable on all connectors.
Add new connector
Click on ADD CONNECTOR and select the type of connector you want to configure : Virtualization, Storage or Server

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Then enter valid credentials to finalize the connector configuration.

Once a connection is established, the connector is added to the list:

Delete connector
To delete a connector, select it from the the list and then click on DELETE CONNECTOR.
The connector and all assets discovered via the connector will be automatically removed.

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2.13.4 Datacenter Layout

The Data center layout settings tab is accessible from the Settings menu item in the left navigation menu.

If you did not configure Datacenter Layout during initial installation wizard, the button Enable Datacenter layout
allows to unlock Datacenter Layout configuration for advanced Power and Spatial views.
If you click on the Enable Datacenter layout button it will not be possible to come back later to ths simple Device
Centric mode.

Once you have enabled Datacenter Layout, you can create data center layout topology : rooms, rows, racks.
Data center topology objects are currently also created and managed from the Asset Management page.
Nevertheless, the application offers a separate visual tool for streamlining the creation of the assets used in building
the data center layout topology : rooms, rows, racks.

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Any data center must have at minimum a room containing a row with a rack inside.
Additional rooms, rows and racks may be defined. None of the existing assets can be edited in this page, but only
completely removed.

For all the new assets added, you may change the default name before the configuration is saved. Once saved, edit
operations may only be performed from the Asset Management page.
Once the full layout has been defined, simply click Save. All new assets are visible now in the Asset management page.

NOTE
If you want to remove a Room, Row or Rack, all child object must first be removed (e.g. all devices deleted from the
rack before deleting the rack)

2.13.5 Date & time

The Date & time settings tab is accessible from the Settings menu item in the left navigation menu.
Date and time may be set manually or by configuring an NTP server, if available.

 Attention
Some compatibility issues have been observed with some NTP servers based on MS-Windows OS.
If any issues are encountered, it's advised to use Manual time settings or to configure another NTP server.

2.13.6 License
The License settings tab is accessible from the Settings menu item in the left navigation menu.
The License settings displays the license status and details of your IPM application.

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All information regarding the features that your instance of IPM application is entitled to use as well as relevent
expiration dates are displayed here.
IPM Editions come with a one week initial trial License. Longer duration trial licenses are also available on request.
Other licenses may be purchased and require activation.

To activate a license, click on the Activate license button which will take you to the activation wizard modal.
Information detailing license activation may be found in the Licensing subsection of the General Information section.

2.13.7 Monitoring
The Monitoring settings tab is accessible from the Settings menu item in the left navigation menu. This includes
Graphite/Grafana connector settings and SNMP polling interval configuration. The SNMP credentials are set in the
Security Wallet.

SNMP
You may add SNMP v1 community names and/or SNMP v3 credentials. See the Security Wallet section for more
information on SNMP credential configuration.
The SNMP polling interval may be configured in this view. The default polling rate is 30 seconds.

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Graphite connector (optional)

 Prerequisite
A graphite database server must be up, running and accessible for IPM to use this feature. IPM will act as a
data provider to your existing server (The Graphite and Grafana servers are not embeded in the IPM OVA
image).

 Prerequisite
An IPM Graphite Plug-In license is required to unlock this feature.

Please see the General information > Graphite / Graphana deployment section of the documentation for more detailed
information on setting up a Grafana environment.

IPM Editions Graphite connector configuration

The Graphite Connector Settings panel may be accessed from the Monitoring tab in the Settings menu item from
the left navigation menu.

Frequency (seconds) defines the Graphite data push frequency. Default value is 30.
Server IP address should be configured with the IP address of your Graphite server
Server Port is the port number to be used for your Graphite server. Default value is 2003.
Basename is the name which will be display on the Graphite server for the IPM Edition connection. If none is set, your
IPM Edition will send its hostname as the Basename.
Activate is a toggle to turn on / off the Graphite server connection. Please keep in mind that you must click Save to
start the connection between the applications.
If everything is configured correctly, the Graphite Connector Status should turn to a green Connected state

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2.13.8 Network settings view

The Network settings tab is accessible from the Settings menu item in the left navigation menu.
Network details for each of the available LAN ports including:
• DHCP or Static addressing
• IP address
• Subnet mask
• Default gateway
DNS server details including :
• preference of configured DNS name servers or DHCP supplied name servers
HTTP(s) proxy details including :
• a valid url for your proxy server, e.g. http://proxy.company.com:8080
Once correct details are entered you must click on Save to apply the changes.

2.13.9 Security wallet

The Security wallet settings tab is accessible from the Settings menu item in the left navigation menu.
Your IPM Edition potentially connects to many remote systems including communication cards and virtualiztion
platforms for monitoring and management purposes.
As a result, IPM must authenticate through various protocols with appropriate credentials for different purposes. This
sensitive data is managed and encrypted in the Security wallet.
Security wallet provides a secure and centralized repository to manage all credentials IPM Edition may use to
authenticate to 3rd party systems.
Credentials currently stored in the security wallet include the following purposes :
• Discovery and monitoring
• Mass-management (including mass-configuration & mass-upgrade) of communication cards

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The security wallet is represented as a list of credentials which may be sorted by clicking on any column.
A search engine is also available to quickly select a specific credential by typing all or a part of its name.
Once a security wallet item is selected, it may be either modified or deleted using the corresponding action button at
the top of the panel.

Create a new SNMP v1 credential

1. Click on the Create new button. By default Snmp v1 is selected
2. Enter a Credential name
3. Set the Usage field to Discovery and monitoring
4. You may set user specified tags. E.g. Management vlan 2
5. Enter the community name E.g. public
6. Click the Save button

Create a new SNMP v3 credential

1. Click on the Create new button
2. Select the Snmp v3 tab
3. Enter a Credential name
4. Set the Usage field to Discovery and monitoring
5. You may set user specified tags. E.g. Management vlan 2
6. Enter the Username
7. Select the Authorization and Privacy Security level

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a. NO_AUTH_NO_PRIV => No Authentication & no privacy (encryption)

b. AUTH_NO_PRIV => Authentication but no privacy
c. AUTH_PRIV => Authentication & privacy
8. Depending on the security level you have selected, you will be prompted to add more information
9. Select the Authentication security algorithm (if applicable)
a. MD5
b. SHA-1
10. Select the Privacy security algorithm (if applicable)
a. DES
b. AES
11. Click the Save button

Create a new Basic credential

1. Click on the Create new button
2. Select the Basic credential tab
3. Enter a Credential name
4. Set the Usage field to Mass Device Management
5. You may set user specified tags. E.g. ePDUs
6. Enter the Username
7. Enter the Password
8. Click the Save button

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Delete a credential
1. Select one or several credentials from the list
2. The Delete button will become active
3. Click on the Delete button. You will be presented with a modal dialog which will request your password.
4. Enter your Password
5. Click on Confirm

Credential usage in user scripts

User scripts can be uploaded through the Automation module to be triggered on demand by IPM Edition (see custom
script action in Automation view page).
All credentials stored in the security wallet can be used in those scripts to avoid to type them in clear.
As an example, imagine a script with the following line:

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connect "192.168.0.2" "login" "passwd"

If the purpose of this line is to pass an IP address followed by a login and a password, both given in clear to the
"connect" command, the security wallet allows the following syntax:
connect "192.168.0.2" $(secwcmd -u "My credential") $(secwcmd -p "My credential")
"secwcmd" stands for "Security Wallet Command" and gives access to the login and password detail of a credential
stored in the scurity wallet of IPM Edition by just mentionning its name,
"-u" option is used to get the username (or login) of the credential.
"-p" option is used to get the password of the credential.
As a result, in case the script source would be leaked, it does not contain any cyber-critical data.

2.13.10 Notifications
Email notifications require an accessible SMTP server to be configured and a sender email address to be entered.
To test the configuration, the Test Email field can be used to enter a recipient for the test.
If you have an SMS gateway, configure it in the SMS Gateway field to also receive SMS notifications.
The Save button on the bottom right corners persists the configuration into the system.

 Sending emails through Microsoft 365 or Office 365 requires some server side configuration. The following
article might help in this process:
https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/how-to-set-up-a-multifunction-device-
or-application-to-send-email-using-microsoft-365-or-office-365

2.13.11 Upgrade view

Overview
The Upgrade settings tab is accessible from the Settings menu item in the left navigation menu.
The Upgrade tab enables you to manage the application of new IPM Edition software versions and communication
card firmware versions.
The Upgrade Settings page is split into two panels:
• the top panel enables you to update the IPM software itself
• the bottom panel enables you to update the communication card firmware

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 Setting Views

Upgrade Software
The top panel is dedicated to the IPM software upgrade process.
It provides a view on the IPM software versions you have downloaded in addition to the version that is currently
running.
Initially, the view presents the active version only (the one currently running).
Newer versions of IPM can be downloaded from our website.
When it is downloaded, it can be added to the system by clicking on "Import" and browsing to the dowloaded local
copy of the package.
An unused version can be removed from the system by selecting it and clicking on "Delete" button.
To upgrade your IPM software:
1. Download the latest upgrade package from powerquality.eaton.com
2. Import it into the system using the Import button
3. Once imported, select it and click on the Activate button

 Warning
Downgrade is not currently supported. Use this feature to switch only to newer versions of IPM.

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Upgrade Devices
The bottom panel is dedicated to firmware upgrades for Eaton communication cards that IPM is managing:
• Eaton Gigabit Network Card firmware can be downloaded at powerquality.eaton.com
• Eaton G3 ePDU Network Management and Control Module (eNMC) firmware can be
downloaded at powerquality.eaton.com
• Eaton Network Mangement Card (NMC) firmware can be downloaded at powerquality.eaton.com
Once a firmware package has been dowloaded, it maybe imported into the system by clicking on the Import button,
then selecting the package with the file browser.
Once imported into the system, it appears in the firmware repository list and it may be selected.
At this point, click on the Upgrade button to start the firmware upgrade process.

2.13.12 Local Users View

The Local Users view tab is accessible from the Settings menu item in the left navigation menu.
This menu is decated to manage user accounts :
• Create a new user
• Edit an existing user account
• Delete a user account
It is also possible to configure the security policy for :
• password strength
• account expiration
• session expiration
Security policy settings appy to all user accounts.

 Only users with an admin profile have permission to access to this settings menu.
Administrators may create a new account, edit, delete, and activate / deactivate existing accounts.

 Primary administrator
By default on the first install of IPM Editions, two user accounts are created : admin and monitor. (see default
password below)
This initial admin account will be automatically defined as the Primary administrator account. This means
that this account may not be edited by other user accounts with an administrator profile.
The first connection is only possible with the "admin" account created by default. The password change will
be requested on first connection.

Local users accounts list

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The table shows all the supported local user accounts and includes the following details:
• Username
• Email
• Profile
• Status – Status could take following values – Inactive/Locked/Password expired/Active

Actions
Add
Press the New button to create up to ten new users.

When completed:

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• the new account appears in the Local user table

• the password change will be required on first connection to the new Local user account.

Remove
Select a user and press the Delete button to remove it.

Edit
Press the pen icon to edit user information:
• User Details
• Active: allows to activate or deactivate account
• Profile: administrator or viewer
• Username: this value will be used as login ID
• Full name
• Email
• Phone
• Organization – Notify by email about account modification/Password
• Reset password
• Generate randomly: the system will automatically create a random password
• Enter manually: you create your own password, taking care to respect the parameters defined in
password strength policy
Note: The new user will be required to change his password upon his/her first connexion.
• Confirmation Password: In order to finalize the user account creation, the administrator currently
logged into the application has to reauthenticate by entering his/her own password. The Save button
will be activated only after this has been completed. A similar reauthentication behavior is required to
reset a user account password. Same behaviour when an administrator wants to reset a user account
password.
• Lock account information
• Password expiration information

Global user settings

Password strength policy parameters may be managed by administrator profiles.
Administrators may also configure parameters for Password expiration, Lock Account and and session expiration

 Security policy configuration changes apply to all accounts created in your IPM application.
For a more detailed explanation of User settings configuration, see the User Management section of the
documentation.

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 Setting Views

Press Save after modifications.

Password settings
It's possible to define the complexity of the password, but not mandatory. By default the minimum length is 8 with 1
special character and 1 digit.
You must save in order for the account modifications to be applied.
To set the password strength rules, apply the following restrictions:
• Minimum length
• Minimum upper case

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• Minimum lower case

• Minimum digit
• Special character

Password expiration toggle

To set the password expiration rules, apply the following restrictions:
• Number of days until password expires
A password change will be requested once the password expiration delay is reached.

Lock account toggle

• Lock account after a number xx of invalid tries
• Lock account for xx minutes
or
• Lock account indefinitely

Account timeout
To set the session expiration rules, apply the following restrictions:
• No activity timeout (in minutes).
If there is no activity, session expires after the specified amount of time.
• Session lease time (in minutes).
Session still expires after the specified amount of time.

2.13.13 Remote Users View

LDAP support
Activate LDAP toggle will activate/deactivate the ability to configure and use LDAP.
When the toggle s active, all the related actions might be used.

Configure action
1. Press Configure to access the following LDAP settings:
• Primary server
• Name
• Hostname
• Port
• Secondary server
• Name
• Hostname
• Port
• Credentials
• Anonymous search bind
• Search user DN
• Password
• Request parameters
• User base DN
• User name attribute
• Group base DN
• Group name attribute

2. Click Save.

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Each configured server will appear in the below table with the following details:
• Name
• Address
• Port
• Security
• Certificate
• Status

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Profile mapping
The feature is about mapping remote groups to local profiles.

1. Press Profile mapping to map remote groups to local profiles.

2. Click Save.

Users preferences
User preferences are common to all users authenticated through LDAP.

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1. Press Users preferences to define preferences that will apply to all LDAP users
• Language
• Temperature
• Date format
• Time format
2. Click Save.

2.13.14 Save & Restore view

Overview
The Save & Restore settings tab is accessible from the Settings menu item in the left navigation menu.
The Save & Restore tab enables you to Save and Restore all parameters of your IPM Edition software instance.

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Saving IPM Editions settings

The Save & Restore tab prompts the user to choose either to save or restore some settings.
In order to save some settings, the user must click on the Save ... button and follow the process illustrated below.
After clicking on the Save ... button, the user is prompted with the list of all categories of settings available.

In addition to the list of categories, the user must provide a passphrase to encrypt the sensitive data that might be
present in the saved file.
In order to help the selection of the appropriate categories some detail can displayed for each category by hitting the
control present at the end of each category line.

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 Setting Views

Once the selection of the settings categories is done and the passphrase is typed and confirmed, the user can proceed
and Save the selected settings.

 The user will have to provide the chosen passphrase to restore all or part of the saved settings later.
Therefore, this passphrase must be chosen and noted carefully.

Restoring IPM Edition settings

The Save & Restore tab prompts the user to choose either to save or restore some settings.
In order to restore some settings, the user must press the Restore button and follow the process illustrated below.
After pressing the Restore ... button, the user is prompted to choose the file from which the settings will be restored.
This file must have been generated by an earlier "Save" action.
Once the file is selected, all the settings categories it contains are proposed to be restored.

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 Alarms View

The categories can be restored independently and the user is free to select all or some of them.
Once the selection of the settings categories is done and the passphrase entered at Save time is typed again, the user
can proceed and restore the selected settings.

2.14 Alarms View

You may view and manage the state of all alarms from the Alarms view page.
By default, you are presented with all current active alarms in the system.
Each alarm displays the system name generating the fault condition, a timestamp of when the alarm occurred, and a
short description of the alarm taking place.

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 Feedback Tool

Users may place Alarms into one of several possible states enabling you to move the alarm through your internal
workflow and take appropriate action when addressing an incident.
All alarm states may be filtered by using of the Filter function at the top of the page.
Filter attributes include :
1. Asset Type
2. Severity
3. Status
4. Priority
5. Name
Refer to the Alarms Management section of the documentation for a more detailed description of the management
features.

2.15 Feedback Tool

 Eaton would love to know more about your experience. You may send your feedback directly to us by using
the Feedback Tool.

The Feedback tool allows you to communicate questions or comments directly to Eaton.

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 Feedback Tool

1. Select the appropriate radio button with respect to the type of feedback you are providing :
a. General feedback about the IPM application
b. Relative to the current page
2. In the Comment field, please try to describe all the details of the issue you want to report. Please provide us
with any relevant information about the context in which you are using your IPM application.
3. If you'd like us to reply to your submission, please enter a reply email address.
4. You may optionally add a file (e.g. screenshot) that can complement your text description by clicking on
Choose File and selecting a file from the file browser.
5. Click Send.
It is also possible to manually send an email to EATON support at this address: EatonProductFeedback@Eaton.com

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 Connector connections

3 Troubleshooting

3.1 Connector connections

At creation time or during monitoring, a connector can have a connection error symbolized by a red icon in the
“Status” column.
These errors prevent the connector and all subsequent monitoring and automation actions to work correctly.
On the red icon, the mouse over tooltip displays the root cause.

Frequent errors are:

• Unknown host : the targeted host is unknown. Try to check if the host name or IP address exists or is correctly
spelled.
• No route to host : the targeted host is not accessible. Try to check if the host is accessible through the network
route.
• Invalid credentials : entered credentials are not accepted by targeted service. Try to verify if the user is valid
and user and password are correctly spelled.
• Connection refused : entered user is not authorized. Try to verify if the user is valid and authorized.
• Connection timeout : targeted service is low or doesn’t respond. Try to check if the service is healthy and
correctly configured.
• API Mismatch : targeted service doesn’t match expected API. Try to check if hostname or IP address of the
service is correct. Try to check if the type of connector corresponds to the type of service. Try to check if the
version of the service is supported by the version of IPM.
• Unexpected connection error : Another unspecified error. Try to check all other tips before, particularly the
hostname, IP address, user name or password are spelled correctly, the service is healthy and correctly
configured- and in a supported version.
Moreover, some connectors needs to be time-synchronized with the remote service and error can occur when
date and time are not well synchronized. Try to check if their respective time are almost synchronous (i.e. less
than 5 minutes of dyssynchronization), particularly when at least one of them have a manually set date and
time. If both are synchronized through NTP, try to check if they are synchronized on the same NTP server or
their respective NTP servers are synchronized.

3.2 Factory Reset

 CAUTION
Performing a factory reset will delete all data and reset the software to its initial state. All monitored
data, application updates, configuration settings and passwords will be deleted.

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 Procedure to collect all required data to get some support

3.2.1 Virtual appliance version

If your instance of the software runs in a virtual machine, you may perform a factory reset by using the virtual appliance
console and select Factory Reset option of the menu.

Virtual appliance console

Some administration functions are made available via the vCenter console including the Factory Reset.
You may connect to the console via SSH and your preferred SSH client.

3.3 Procedure to collect all required data to get some support

If you experiment some issues using the SW and want to get some support from our support team, please follow these
steps to collect the required information.
First, you need to log in to your instance and then perform the actions below through the user interface.
1. Retreive the maintenance report and share it

• Open the status page

• Click on "Maintenance retport" button
• This will generate a password protected encrypted archive you can share with our support team (e.g.
providing a link to an accessible storage).

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 Procedure to collect all required data to get some support

2. Save your configuration and share it

• Open the settings page

• Get to the Save & Restore tab
• Click on the Save button

• Select all categories

• Enter a passphare and confirm it
• Click on Save
• This will generate a text file in JSON format you can share with our support team (e.g. providing a link to
an accessible storage).

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 How can I get the right license to move from IPM Infrastructure to IPM Understand Edition?

4 Appendix I - Migrating from IPM Infrastructure 1.5 to IPM

Understand Edition 2.3.0 or better

4.1 How can I get the right license to move from IPM Infrastructure to IPM
Understand Edition?
In case you purchased an IPM Infrastructure license, please contact your local sales representative to retrieve a license
for IPM Understand Edition.

4.2 How can I migrate my configuration from IPM Infrastructure 1.5 to IPM
Understand Edition?
The migration from IPM Infrastructure 1.5 to IPM Understand Edition is limited to the asset list. The rest of the settings
have to be set manually on the new instance of IPM Understand Edition.

4.2.1 On IPM Infrastructure 1.5

To be able to get the assets data from your IPM Infrastructure instance, you have to go to the "Assets" page and press
"Export Assets" . You will get an file in csv format.

4.2.2 On your computer

• Open the csv file using Excel or your favorite spreadsheet program.
• Remove the second line of the file: This line should contain the rackcontroler information (type: device,
sub_type: rackcontroler).
• Remove the column containing the "id". This column is the last one of the csv file.
• Save the file.

4.2.3 On IPM Understand Edition

• Start your IPM Edition instance.
• Change the password.
• Accept the license and wait. This can take few minutes.
• Change your network configuration if needed. Press Next.
• Create a datacenter and a feed with a different name as the one of your IPM Infrastructure. This datacenter will
be removed at the end of the process. Press Next.
• Do not change the datacenter layout. Press Next.
• Enter the new licensing key from IPM Understand Edition. Press Next.
• Go to "ASSETS" Page, click on "ADD ASSETS" and "UPLOAD CSV FILE". Choose the file you modify and press
upload.
• The system will import as much asset he can. Some may fail.
• Then we need to clean the temporary datacenter: In "ASSETS" Page, "Facility Assets" section, delete the feed
and in "Location" section, remove all the assets. If everything is successful, you will switch to one of the
datacenter you imported.
• You can check all the settings and add what is missing.

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 Introduction

5 Appendix II - Save and Restore file

• Introduction
• File global structure
• List of groups and features
• "Asset management" (group-assets)
• Customize Physical Assets
• Customize Automations
• Customize Connectors in a file saved by IPM Editions

5.1 Introduction
In this section we will give you some example of payload which you will find in the saved file from Save and Restore
feature.
In case you would have multiple instances of IPM Editions and you would like to configure all of them in a similar
way, one approach is:
• to configure a first instance via the intuitive IPM Editions user interface
• to save your configuration to a file
• to customize the file to adapt it to the other instances
• to force the restoration of the modified files into the target instances

 The customisation of those files is reserved to advanced user.

The restoration of an incorrect files can lead to the loss of the IPM Editions instance or to unexpected
behaviors.
To help you do the modifications in a safe and efficient way, we describe below typical examples and how to
perform them successfully.

This section apply only to save files generated with version 2.3.0 of IPM Editions
The file is in Json format. In this document we are describing partial json by adding "...".

5.2 File global structure

The file is organized by group:

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 File global structure

High file payload

{
"checksum": "d903bk/69h4yMv3zwO56+A==:wQalNg4XBCT2/3E1sVG1eQ==",

"status": "success",

"version": "2.1",

"data": [

{
"group_name": "group-assets",

"group_id": "group-assets",

"features": [ ... ],

"data_integrity": "1f7a23e0f86448b5e7b7b8234e630bbad61411f1141546908ccbc647621c0d70"

},

....

Each file have a mandatory fields:

• checksum - It ensure that the file can be restore on IPM Editions. it cannot be modified otherwise, the file will
never be accepted again.
• status - This status is the global status of your save action
• version - This is the version of the save file. It can not be modified
• data - This section will contain a list of groups. In order to guaranty the coherence of the data in IPM Editions,
you can only save and restore groups. Each group have a mandatory fields:
• group_name and group_id - Id for IPM Editions to identify the feature
• features - all features which are part of this group
• data_intergrity - Check on the data integrity of the group. During a restore, If the data integrity check
fails, we will request you a confirmation through the UI to force the restore.

Example of a feature

"automations": {
"status": "success",
"version": "1.0",
"error": "",
"data": {...}
}

Each feature have a mandatory fields:

• status - Status of this feature when you did your save action
• version - This is the version of the feature pauload. It can not be modified

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 List of groups and features

• error - Error during save if any.

• data - This section will contain the data for the restore. it can be a Json or a text string depending of the feature.

5.3 List of groups and features

Here are the groups and their features available for this version:
1. group-assets "Asset management"
• security-wallet "Security Wallet"
• asset-agent "Physicals assets"
• automatic-groups "Automatic groups"
• virtual-assets "Virtual assets"
• alert-agent "Alert settings "
• automation-settings "Automation settings"
• automations "Automations"

2. group-discovery "Auto discovery settings"

• discovery "Auto discovery settings"

3. group-mass-management "Mass management settings"

• etn-mass-management "Mass management settings"

4. group-monitoring-feature-name "SNMP Settings"

• monitoring "SNMP Settings"

5. group-network "Network settings"

• network "Network settings"

6. group-monitoring-feature-name "Notification settings"

• notification "Email settings"

7. group-user-session-management "Users and sessions settings"

• user-session-management "Users and sessions settings"

5.4 "Asset management" (group-assets)

Here are some example of customization you can do on the feature of asset group

5.4.1 Customize Physical Assets

Introduction
Phisical assets (ups, epdu, ...) are saved into the feature called “asset-agent”.

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 "Asset management" (group-assets)

High level asset-agent payload

"asset-agent": {

"status": "success",

"version": "1.0",

"error": "",

"data": {

"version": "1.0",

"data": [

{...},

{...}

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 "Asset management" (group-assets)

Partial example of one asset

"priority": 5,

"tag": "",

"ext": {

"endpoint.1.protocol": {

"readOnly": false,

"value": "nut_snmp"

},

"endpoint.1.nut_snmp.secw_credential_id": {

"readOnly": false,

"value": "b4e60d7e-dd0c-4515-94cc-791242dd51ae"

},

"endpoint.1.port": {

"readOnly": false,

"value": "161"

},

"name": {

"readOnly": false,

"value": "ups (10.130.35.81)"

},

"ip.1": {

"readOnly": false,

"value": "10.130.35.81"

},

....

},

"id_secondary": "",

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 "Asset management" (group-assets)

Partial example of one asset

"linked": [],

"status": 2,

"subtype": "ups",

"parent": "",

"id": "ups-89890588",

"type": "device"

Change asset name

Warnings
• Asset name must be unique amongst all IPM Edition assets.
• Asset name must NOT be null or empty.

Payload without modification Updated payload

{ {

"priority": 5, "priority": 5,

"tag": "", "tag": "",

"ext": { "ext": {

"name": { "name": {

"readOnly": false, "readOnly": false,

"value": "My name" "value": "My new name"

}, },

.... ....

} }

Change SNMP connection settings

Warnings
• All asset monitored with snmp must have as protocol "nut_snmp"
• Asset extended attribut "endpoint.1.nut_snmp.secw_credential_id" value must be an snmpv1 or snmpv3
credential id from security wallet
• Asset ip.1 can be ip or fqdn

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 "Asset management" (group-assets)

Payload without modification Updated payload

{ {

"priority": 5, "priority": 5,

"tag": "", "tag": "",

"ext": { "ext": {

"endpoint.1.protocol": { "endpoint.1.protocol": {

"readOnly": false, "readOnly": false,

"value": "nut_snmp" "value": "nut_snmp"

}, },

"endpoint.1.nut_snmp.secw_credential_id": { "endpoint.1.nut_snmp.secw_credential_id": {

"readOnly": false, "readOnly": false,

"value": "b4e60d7e- "value":

dd0c-4515-94cc-791242dd51ae" "ace584855-47847485-477854ew-58844-447778544"

}, },

"endpoint.1.port": { "endpoint.1.port": {

"readOnly": false, "readOnly": false,

"value": "161" "value": "8161"

}, },

"ip.1": { "ip.1": {

"readOnly": false, "readOnly": false,

"value": "192.168.0.1" "value": "myups.mynetwork.com"

}, },

.... ....

}, },

"id_secondary": "", "id_secondary": "",

"linked": [], "linked": [],

"status": 2, "status": 2,

"subtype": "ups", "subtype": "ups",

"parent": "", "parent": "",

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Payload without modification Updated payload

"id": "ups-89890588", "id": "ups-89890588",

"type": "device" "type": "device"

} }

5.4.2 Customize Automations

Introduction
Automations are saved into the feature called “automations”.
All configured automations are described into automationList in json format.

High level automations payload

"automations": {

"version": "1.0",

"status": "success",

"error": "",

"data": {

"bundleVersion": "2.3.14",

"automationList": [

{...},

{...}

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Example of one automation

"name": "My automation name",

"comments": "",

"createdBy": "admin",

"active": false,

"schedule": "",

"initialTrigger": "{0}",

"triggerType": "CAT_OTHER",

"triggers": {

"ipmInfraEvent": [],

"metricEvents": [

"index": 0,

"asset": "rackcontroller-0",

"metric": "uptime@rackcontroller-0",

"operation": ">",

"threshold": "107428"

},

"tasks": [{

"index": 0,

"name": "Wait 10 seconds",

"group": "WAIT",

"subgroup": "DELAY",

"properties": [{

"key": "duration",

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Example of one automation

"value": ["10"]

}],

"timeout": 3600,

"onSuccess": null,

"onFailure": null

}],

"notification": {

"notifyOnFailure": false,

"emails": []

Below is a list of what is allowed to change into each automation.

Change automation name

Simply edit the current one to a new one.

Warnings
• Automation name must be unique amongst all IPM Edition automations.
• Automation name must NOT be null or empty.
• Automation comment could be null or empty

Example
Payload without modification Updated payload

{ {

"name": "My old automation name", "name": "My new automation name",

"comments": "", "comments": "New automation comment!",

"createdBy": "admin", "createdBy": "admin",

"active": false, "active": false,

"schedule": "", "schedule": "",

... ...

} }

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Change automation task name

Simply edit the current one to a new one.

Warnings
• Automation task name must NOT be null or empty.

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Example
Payload without modification Updated payload

{ {

"name": "My automation name", "name": "My automation name",

"comments": "", "comments": "",

"createdBy": "admin", "createdBy": "admin",

"active": false, "active": false,

"schedule": "", "schedule": "",

"initialTrigger": "{0}", "initialTrigger": "{0}",

"triggerType": "CAT_OTHER", "triggerType": "CAT_OTHER",

"triggers": { .... }, "triggers": { ... },

"tasks": [{ "tasks": [{

"index": 0, "index": 0,

"name": "Wait 10 seconds", "name": "Task waiting for 10 seconds",

"group": "WAIT", "group": "WAIT",

"subgroup": "DELAY", "subgroup": "DELAY",

"properties": [{ "properties": [{

"key": "duration", "key": "duration",

"value": ["10"] "value": ["10"]

}], }],

"timeout": 3600, "timeout": 3600,

"onSuccess": null, "onSuccess": null,

"onFailure": null "onFailure": null

}], }],

"notification": { "notification": {

"notifyOnFailure": false, "notifyOnFailure": false,

"emails": [] "emails": []

} }

} }

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Payload without modification Updated payload

Change automation asset reference

This must be aligned to the asset part of the file (TODO ref part from document). Asset reference values in automation
must be present in the asset part.

Asset reference into automation task

Each task have a map of properties of type key<String> and value[<String>].
• Key "groupIds" represent a list of automatic group references.
• Key "asset" represent a list of asset references.
To change those properties edit them for the new value.

Warnings
• Property value could NOT be null or empty.

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Example
{ { {

"name": "new-automation", "name": "new-automation2", "name": "new-automation3",

"active": false, "active": false, "active": false,

"comments": "", "comments": "", "comments": "",

"notification": { "notification": { "notification": {

"notifyOnFailure": false, "notifyOnFailure": false, "notifyOnFailure": false,

"emails": [] "emails": [] "emails": []

}, }, },

"schedule": null, "schedule": null, "schedule": null,

"initialTrigger": "", "initialTrigger": "", "initialTrigger": "",

"triggerType": "Manual "triggerType": "Manual Override", "triggerType": "Manual Override",

Override",
"triggers": { "triggers": {
"triggers": {
"ipmInfraEvent": [], "ipmInfraEvent": [],
"ipmInfraEvent": [],
"ipmItEvent": null, "ipmItEvent": null,
"ipmItEvent": null,
"metricEvents": [] "metricEvents": []
"metricEvents": []
}, },
},
"tasks": [{ "tasks": [{
"tasks": [{
"index": 0, "index": 0,
"index": 0,
"timeout": 3600, "timeout": 3600,
"timeout": 3600,
"name": "It Action powerOff", "name": "It Action powerOff",
"name": "It Action powerOff",
"group": "ACTION", "group": "ACTION",
"group": "ACTION",
"subgroup": "IT", "subgroup": "IT",
"subgroup": "IT",
"properties": [{ "properties": [{
"properties": [{
"key": "group", "key": "group",
"key": "group",
"value": ["vms"] "value": ["vms"]
"value": ["vms"]
}, { }, {
}, {
"key": "command", "key": "command",
"key": "command",
"value": ["powerOff"] "value": ["powerOff"]

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"value": ["powerOff"] }, { }, {

}, { "key": "asset", "key": "asset",

"key": "asset", "value": [] "value": [

"value": [] }, { "vm-125-…075b",

}, { "key": "groupIds", "vm-127-…075b"

"key": "groupIds", "value": ["2"] ]

"value": ["5"] }], }, {

}], "onSuccess": null, "key": "groupIds",

"onSuccess": null, "onFailure": null "value": []

"onFailure": null }] }],

}] }} "onSuccess": null,

}} "onFailure": null

}]

}}

The first payload (1st column) represents the original payload with action on automatic group 5.
The second one is modified on automatic group from 5 to 2.
The third one is now on some virtual machine assets but not on automatic group anymore.

Asset reference into automation trigger

Field “ipmInfraEvent” is a rule-based trigger list. This MUST be aligned to alert engine part. (TODO reference alert
engine srr part)
Field “metricEvents” is a metric based trigger list.
To change the asset reference from those kinds of trigger please modify the 'assets' field which represents the asset list
used for this trigger.

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Example
{ {

"name": "My automation name", "name": "My automation name",

"comments": "", "comments": "",

"createdBy": "admin", "createdBy": "admin",

"active": false, "active": false,

"schedule": "", "schedule": "",

"initialTrigger": "{0}", "initialTrigger": "{0}",

"triggerType": "CAT_OTHER", "triggerType": "CAT_OTHER",

"triggers": { "triggers": {

"ipmInfraEvent": [{ "ipmInfraEvent": [{

"index": 0, "index": 0,

"operator": "and", "operator": "and",

"templateName": "templateName":
"input_voltage_low@__name__.rule", "input_voltage_low@__name__.rule",

"assets": [ "assets": [

"ups-23" "ups-42"

], ],

... ...

} }

This is to change a trigger source (here, the one of trigger index 0) from asset “ups-23” to asset “ups-42” in
ipmInfraEvent case.
Below is the equivalent in the metricEvents case.

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{ {

"name": "Utility return", "name": " Utility return ",

"comments": "", "comments": "",

"createdBy": "admin", "createdBy": "admin",

"active": false, "active": false,

"schedule": "", "schedule": "",

"initialTrigger": "{0}", "initialTrigger": "{0}",

"triggerType": "CAT_OTHER", "triggerType": "CAT_OTHER",

"triggers": { "triggers": {

"ipmInfraEvent": [], "ipmInfraEvent": [],

"metricEvents": [ "metricEvents": [

{ {

"index": 0, "index": 0,

"assets": [ "assets": [

"ups-59489058" "ups-2256789"

], ],

"operator": "OR", "operator": "OR",

... ...

} }

5.4.3
Customize Connectors in a file saved by IPM Editions
Introduction
Virtual assets are saved into the json object called “virtual-assets” and inside this object the assets are represented
generically under two main json objects:
"assetList" : which holds the identifier and type infos of virtual assets.
"assetAttributes": which holds their attributes.
Note that the only virtual assets that are configurable in this json are connectors, when a connector is well configured,
all the other virtual assets (Clusters, Hypervisors, vApps, VMs, etc.) are automatically discovered by IPM.

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Below is a list of what is allowed to change into each connector.

Change connector URL and port

Under assetAttributes, look for the attribute object with the key equals to "URI" and modify the corresponding "value"
accordingly.

Warnings
• Make sure the attribute linked asset is the corresponding connector that you want to modify.
• Both hostname and IP Address of the connector are accepted.
• the value field cannot be null or empty and should follow the RFC 3986 - Uniform Resource Identifier (URI)
standard.

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Example

Change connector credentials

Under assetAttributes, look for the attribute object with the key equals to "credentials" and modify the corresponding
"value" accordingly.

Warnings
• Make sure the attribute linked asset is the corresponding connector that you want to modify.
• the value field cannot be null or empty and should follow the following format:
"login::<USERNAME>|password::<PASSWORD>|adaptorType::<ADAPTOR>".
• Do NOT modify the adaptorType.

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Example

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 Introduction

6 Appendix III - Using the command line interface (CLI)

• Introduction
• List of available commands
• license-agreement.sh
• license-activation.sh
• fty-srr-cmd

6.1 Introduction
IPM Editions comes with some commands one can use in a shell console or inside scripts.
This allow to interact with the system without starting the graphical user interface and to streamline some processes
one would like to automate.
The commands are accessible using the hypervisor console or using ssh on the port 22 or 4222.

6.2 List of available commands

6.2.1 license-agreement.sh
Description
This command allows to go through EULA acceptance step programmatically.
This is useful when starting a new IPM Editions instance for the first time.
This acceptance step blocks the start of some key services of the system and must be passed to have a fully functional
instance of IPM Editions.

Syntax
$ /usr/share/fty/scripts/license-agreement.sh -h
Usage: license-agreement.sh [options...]
--host|-h <hostname> (default: 'localhost')
--port|-p <port> (default: '443')
--user|-u <username> (default: connected user 'admin')
--ntry|-n <number-of-tries> (default: 3, min: 1)
--help

Example (connected as admin):

$ /usr/share/fty/scripts/license-agreement.sh
Confirm that you agree with the EULA by entering password for user
'admin' (<CTRL+C> to cancel): [password + enter]
{"accepted":"yes","version":"1.0","accepted_version":"1.0","accepted_at":"16116464
41","accepted_by":"admin"}
License is accepted

6.2.2 license-activation.sh
Description
This command allows to do a online activation of a licensing id. You must be registered on licensing portal before to be
able to do online activation. An internet connect is required and a proxy could be needed.

Syntax
$ /usr/share/fty/scripts/etn-license-activation.sh -h
Usage: etn-license-activation.sh [options...] <command>
Commands:

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 List of available commands

test_online
activate_online [options...]
--id|-i <activationID>
--help|-h

Example to test network capabilities for activation (as 'admin'):

$ /usr/share/fty/scripts/etn-license-activation.sh test_online

Example to activate a license id (as 'admin'):

$ /usr/share/fty/scripts/etn-license-activation.sh activate_online -i
myActivationID
Note: test of network caps is done automatically

6.2.3 fty-srr-cmd
Description
This command allows to use Save and Restore in command line. I can be use to do mass configuration using a restore
file as template.

Syntax
$ /usr/bin/fty-srr-cmd
Usage: fty-srr-cmd <list|save|restore|reset> [options]
-h, --help Show this help
-p, --passphrase Passphrase to save/restore groups
-pwd, --password Password to restore groups (reauthentication)
-t, --token Session token to save/restore groups if needed [default:
1Hvq2h89t5TslTAgXuWbDzRy]
-g, --groups Select groups to save (default to all groups)
-f, --file Path to the JSON file to save/restore. If not specified, standard
input/output is used
-F, --force Force restore (discards data integrity check)
Example to save to a file in /tmp/my-save.json
$ fty-srr-cmd save -p myPassphrase -f /tmp/my-save.json
### - No group option specified
Saving all groups
### Groups available:
- group-assets
- group-discovery
- group-mass-management
- group-monitoring-feature-name
- group-network
- group-notification-feature-name
- group-user-session-management
Request status: success
Example to restore from a file stored in /tmp/my-restore.json
$ fty-srr-cmd restore -p myPassphrase -pwd myLogginPassord -f /tmp/my-
restore.json

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