Configure CA SDM and the Components

After you install CA SDM and any additional products you select, complete the following steps:
After you install CA SDM and any additional products you select, complete the following steps:
  • Configure the CA SDM components (servers, the database, the web interface)
  • Configure the web interface if the web server and primary server are on different computers
  • Configure Support Automation
  • Implement Knowledge Document Life Cycle Reports for Automated Policies
  • Configure CA Business Intelligence
  • Implement multi-tenancy
This article contains the following topics:
Understand the CA SDM Components
CA SDM components include CMDB, Visualizer, Web Screen Painter, and Support Automation.
Configuration Management Database (CMDB)
CMDB consolidates and reconciles disparate sources of IT-related data in the context of business services. It lets you view the configuration item (CI) information such as resource attributes, relationships, and dependencies. You can use CMDB to display the relationships that are associated with a contemplated change, and to understand the impact that is associated with such a change from a business service perspective (impact analysis). CMDB is installed automatically when you install CA SDM.
Visualizer provides a graphical depiction of a CI and its related CIs including the types of the relationships. You can double-click a CI in the Visualizer to follow relationship trails and understand the impact that one CI has on the other CIs. You can configure Visualizer on the Primary Server or a Secondary Server when you install CA SDM on that server. However, if you want to configure Visualizer after installing CA SDM, you launch CA SDM, then use the Configuration Wizard Visualizer.
Web Screen Painter
You can use Web Screen Painter to modify the database schema of CA SDM to meet your needs. Web Screen Painter also allows you to test your schema changes on your own web forms before updating the physical DBMS schema or affecting other users. In the conventional configuration, you can install Web Screen Painter on the Primary Server or any Secondary Server. However, in the advanced availability configuration, install the Web Screen Painter only on the Background Server. If you install it on a standby server or an application server, you get an error message upon launching it.
Support Automation
Support Automation is a set of tools, processes, and technology. It enables the automated diagnosis, repair, and prevention of computer problems with minimal interaction required by the end user. Support Automation helps IT Analysts access end-user computers remotely and fix issues. You can configure Support Automation when you install CA SDM.
Prerequisites for REST Web Services and Support Automation Configuration
REST Web Services and Support Automation require tools.jar file and javac, which are not available in the CA SDM installer for AIX.
In AIX, to use REST Web Services and Support Automation, download and install JDK 1.7 at any location. Copy the tools.jar file from JDK 1.7 to the JRE location defined in the NX_JRE_INSTALL_DIR variable in the $NX_Home/NX.env file.
Configure the CA SDM Server and Database
The CA SDM installation, initializes, and configures the server and database. For more information about configuring the server and database, see How to Configure Servers for Advanced Availability.
Configure CMDB
Set Up the CMDB Audit Log
The object and trigger definitions, attributes, and HTML forms that are used by CMDB audit has changed.
Follow these steps:
  1. Remove the
    trigger if you have created site/mods/
    .mod (
    specifies the extension name).
    In this release of the product, auditing is automatically created and enabled.
  2. Add 'UI_INFO("AUDIT_LOG")' to each attribute that you want to log.
  3. To migrate your existing HTML forms, use the new CA SDM templates.
CMDB Visualizer Configuration on AIX
Valid on IBM AIX
CA SDM installs CMDB Visualizer by default on all operating environments. You can configure the CMDB Visualizer, if necessary. IBM AIX requires more security policy files.
Follow these steps:
  1. Verify that CMDB Visualizer is configured.
  2. Download unrestricted policy files (version 1.4.2 or later) from the Unrestricted JCE policy files page at the IBM website.
    Register on the IBM website to download the policy files.
  3. Replace the local_policy.jar and US_export_policy.jar files in your Shared Components JRE directory (default location: /opt/CA/SC/JRE/<version>/lib/security) with the policy files that you downloaded from the IBM website.
  4. Stop and start Visualizer using the following commands:
    pdm_tomcat_nxd -c STOP -t VIZ pdm_tomcat_nxd -c START -t VIZ
    CMDB Visualizer is configured on IBM AIX.
Modify Third-Party Scripts for CMDB Compatibility
For scripts in the current product release, the ext_asset attribute is renamed to ID. To CMDB extension tables, modify the third-party scripts that use CA SDM web services.
Follow these steps:
  1. Open the third-party script that you want to modify.
  2. Replace all SQL references of ext_asset with ID.
    The script is compatible with the current product release.
How to Switch the Target Server for CMDB Reports
To create CMDB reports, a CA Cohesion ACM system exports CI data to a CMDB server. To export CI data, switch the target CMDB server and run the CMDB reports.
Follow these steps:
  1. Use a CMDB server as the target for exporting CI data, and run CMDB Reports.
  2. Restart the CA Cohesion ACM Server service.
  3. Switch to a different target CMDB server for exporting CI data, and run CMDB Reports.
  4. (Optional) Repeat Steps 2 and 3.
Configure Single Point of Entry
Configuring single point of entry in CA SDM allows Single Sign-On (SSO) to CA Service Catalog.
Define CA Catalog Details in CA SDM
Defining the CA Catalog details allows the CA SDM server to identify the location of CA Catalog installation.
Follow these steps:
  1. Log in to CA SDM and navigate to
    Options Manager
    , and select
  2. Configure the required CA Catalog details.
  3. Restart CA SDM server.
  4. Log in to the CA SDM Unified Self-Service page.
  5. Click Browse Catalog Services.
    CA Service Management
    login page appears.
Enable Single-Sign On for CA Catalog
When CA EEM is configured for both CA SDM and
CA Service Management
, Single Point of Entry can permit single sign-on to CA Service Catalog. When single sign-on is configured, the
CA Service Management
login page is not displayed.
Single sign-on is not available if you log in to CA SDM Unified Self-Service as a guest.
Follow these steps:
  1. Log in to CA SDM and navigate to
    , and verify that
    are installed.
  2. Navigate to CA EEM and set up your users and verify that these users also exist in
    CA Service Management
  3. In CA SDM, navigate to the
    Security and Role management
    Access Type
    , and select the
  4. Verify that the validation type under the Web Authentication tab is set to
    CA EEM-Use CA Embedded Entitlements Manager
  5. Log in as the defined CA EEM user and navigate to the Unified Self-Service page.
  6. Click Browse Catalog Services.
    The CA Service Catalog main page appears.
Modify the System Environment
You can customize the system environment by using the Options Manager (recommended) or editing the environment template file.
Use Options Manager to Modify the System Environment
After you log into CA SDM, navigate to the
Options Manager
, and perform the following actions to modify the system environment:
  • Obtain a list of all the available options.
  • View a summary of each option such as the application with which it is associated, a brief description, and its status.
  • View the details of any specific option.
    When you view the detailed information for an option, you can view any special actions that you are required to take when changing the option. For example, after installing or uninstalling some options, ensure that you restart the CA SDM server for the option to take effect.
  • Review the status of all options at the summary level.
  • Uninstall any of the available options (applicable only on the background server).
    Many of the options are preconfigured and installed during the CA SDM installation. Using the Options Manager to install or uninstall options can alter some or all of the default settings.
  • Install any defined option (applicable only on the background server).
Edit the Environment Template to Modify the System Environment
CA SDM uses environment variables that are specified in the environment template file (NX.env.tpl) to determine certain behaviors. You can use environment variables to modify some system behaviors. You typically use the Options Manager to control system behavior, but at times CA Technical Support instructs you to modify a particular environment variable directly.
Points to consider when editing the environment template file:
  • Environment variables set in this file can be overridden by setting the environment variable in the process space in which a process runs. Although convenient in some limited cases, this setup is not wanted. Preceding a variable setting with an at symbol (@) prevents variables in the process space overriding the variable. Unless there is a specific reason for allowing an override, the @ symbol always precedes the variable name in the template file.
  • The comment characters for this file are pound (#) and exclamation point (!). The exclamation point character is also used to disable an option.
Modify the template file (NX.env.tpl) and allow the configuration process to apply the changes to the environment file. Never modify the environment file (NX.env) directly.
Follow these steps:
  1. Back up the environment template file (.tpl) that corresponds to your system environment:
    • UNIX -- $NX_ROOT/pdmconf/NX.env.tpl
    • Windows -- installation-directory\pdmconf\NX.env_nt.tpl
  2. Edit the environment template file on the following server, depending on your CA SDM configuration:
    • Conventional: Primary server
    • Advanced availability: One of the standby servers
    You can view and modify this file using any text editor (Windows users use WordPad).
  3. Make the required updates and save the template.
  4. To apply the changes you made to the environment template file to the actual environment file, run the configuration utility on the primary or standby server installation.
  5. Depending on your CA SDM configuration, complete one of the following actions:
    • Conventional: For the changes that are made to the environment file to take effect, restart the primary server.
    • Advanced availability: Restart all the CA SDM servers.
    To avoid shutting down your system, your support technician can instruct you to restart only certain processes rather than recycling your entire CA SDM server.