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The Guided Setup Wizard

If an HMC has not yet been set up, the Guided Setup Wizard will start automatically after booting. It guides you through configuring the most important settings. Depending on the HMC version, the appearance or process may differ slightly from the illustration shown here.

The Guided Setup Wizard can also be started later, at any time, from the HMC GUI.

HMC Guided Setup
HMC Guided Setup

To ensure that the Guided Setup Wizard is not started again the next time you boot, the check mark next to “Show this screen again when I sign on to HMC” should be removed. The configuration of the HMC can then be started by pressing the “Yes” button.

HMC Guided Setup Wizard
HMC Guided Setup Wizard

First, there is a list of the configurations that can be carried out using the Guided Setup Wizard:

    • Date and time setting
    • HMC inband acccount
    • Changing default passwords
    • Creating additional user accounts
    • Configuring network settings
    • Configuration of email notification in the event of problems

The configuration can be started by pressing “Next”. By pressing “Back” you can switch back to the previous configuration dialog.

HMC Guided Setup Wizard - Overview

During the subsequent configuration, you can proceed to the next configuration step by pressing the “Next” button. If you want to go back to a previous configuration step, you can do this by pressing the “Back” button.

First you can set the date, time and time zone. The desired time zone should first be selected from the pull-down menu, in the example Europe/Berlin for Germany.

HMC Guided Setup Wizard - change time zone
HMC Guided Setup Wizard - change time zone

Next, the correct date and time can be set. Pressing “Next” takes you to the next setting.

HMC Guided Setup Wizard - change date and time
HMC Guided Setup Wizard - change date and time

For physical HMCs with BMC (7063-CR1 and 7063-CR2) there is a note that it is necessary to specify a BMC account with administrator rights for the HMC to BMC inband communication. This account cannot be configured using the Guided Setup Wizard, but must be configured manually later, e.g. with the HMC GUI via “Console Settings > Console Inband Communication Credentials” or with the LPAR tool command “hmc …“.

To continue configuring the HMC, the “Next” button must be pressed.

HMC Guided Setup Wizard - BMC inband credentials

Next, the default password “abc123” of the user hscroot must be changed. This prevents a successful login with the well-known password “abc123” on an HMC.

HMC Guided Setup Wizard - change hscroot password
HMC Guided Setup Wizard - change hscroot password

The default password of root (“passw0rd”) also needs to be changed.

Afterwards, additional users can optionally be created. But this can also be done at any time later.

HMC Guided Setup Wizard - additional users
HMC Guided Setup Wizard - additional users

A list of the configurations that have been carried out so far, as well as a note that the next network configuration can only be carried out locally is shown. During the initial setup it is sufficient to configure the IP address for management access. Additional IP addresses and network adapters can then be configured later.

Pressing “Next” takes you to the selection of available Ethernet adapters.

HMC Guided Setup Wizard - summary

All available Ethernet adapters are displayed. The adapter to be configured must be selected. For a physical HMC of type 7063-CR2, it is advisable to configure the Ethernet adapter eth0 for management access. This can be used jointly by HMC and BMC, thereby saving a network cable and a switch port.

The configuration of the adapter is then started by pressing “Next”.

HMC Guided Setup Wizard - select Ethernet adapter
HMC Guided Setup Wizard - select Ethernet adapter

First, the speed of the adapter can be selected. As a rule, the default setting “Autodetection” should be retained.

HMC Guided Setup Wizard - select media speed

There is a choice between “Private network” and “Open network”. The “Private network” type is intended for the network connection of managed systems. The HMC typically acts as a DHCP server in such a network. The network for connecting the managed systems can be configured at any time later. Here, management access to the HMC via the network should first be configured. Therefore, the type “Open network” should simply be confirmed with “Next”.

HMC Guided Setup Wizard - private or open network

In the following dialog, the IP address can either be configured statically or getting an IP by DHCP can be choosen. In most cases, the variant with the static configuration should be chosen.

HMC Guided Setup Wizard - IP address
HMC Guided Setup Wizard - IP address

If IPv6 is used, it can be configured in the next dialog. If this is not the case, you can simply continue with the further configuration by pressing “Next”.

HMC Guided Setup Wizard - IPv6 configuration
HMC Guided Setup Wizard - IPv6 configuration

Next you will be asked whether firewall settings should be configured. In principle, the default configuration is correct and allows the HMC to work correctly. However, the default configuration does not allow external SSH connections or access to the HMC GUI via remote browser. It is therefore advisable to adapt this.

HMC Guided Setup Wizard - firewall settings
HMC Guided Setup Wizard - firewall settings

To allow SSH, the “Secure Shell” application must be selected in the upper table. You can then select either the “Allow incoming” or “Allow incoming by IP address” button:

    • Allow incoming: SSH is allowed from any IP address
    • Allow incoming by IP address: only certain IP addresses are allowed. The configuration is done by entering IP addresses and associated netmasks.
HMC Guided Setup Wizard - enable application

To allow access to the HMC GUI via the network, “Secure Remote Web Access” must be selected in the upper table and one of the two buttons “Allow incoming” or “Allow incoming by IP address” must be pressed again.

The selected applications “Secure Shell” and “Secure Remote Web Access” then appear in the bottom table at the end. The firewall configuration can be ended by pressing “Next”.

HMC Guided Setup Wizard - applications allowed through firewall
HMC Guided Setup Wizard - applications allowed through firewall

The overview of the available network adapters is displayed again. In principle, additional Ethernet adapters could now be configured. But this can also be done later.

If no further Ethernet adapter is to be configured, “No” should be selected under “Do you want to configure another LAN adapter?” and the selection should be confirmed by pressing “Next”.

HMC Guided Setup Wizard - configure LAN adapters
HMC Guided Setup Wizard - configure LAN adapters

Next, the host name and optionally a domain name are specified. Since there are probably not very many HMCs in an environment, it is advisable to choose a short, succinct name for the HMC.

HMC Guided Setup Wizard - host and domain name
HMC Guided Setup Wizard - host

The following is an option to specify a default gateway. If desired, the default gateway can be restricted to one interface.

HMC Guided Setup Wizard - default gateway
HMC Guided Setup Wizard -

Next, DNS can be configured client-side on the HMC. One or more DNS serverscan be specified. However, this can also be configured later at any time. We have decided to not configure DNS.

HMC Guided Setup Wizard - DNS configuration
HMC Guided Setup Wizard - DNS configuration

For HMCs with BMC (7063-CR1 and 7063-CR2), an IP address for the BMC can next be configured.

In many cases, the BMC’s IP address is configured before the HMC is set up. Configuration using the Guided Setup Wizard is then not necessary. The IP address of the BMC can be configured, for example, via Petitboot and ipmitool.

The following image shows the dialog up to and including version V10R1M1010. Only the dedicated BMC/IPMI port can be configured. In our case, the dedicated port is not used and we therefore simply confirm the default “Yes, obtain an IP address automatically“.

HMC Guided Setup Wizard - BMC IP address
HMC Guided Setup Wizard - BMC IP

From version V10R2M1030 onwards, both the dedicated BMC/IPMI port and the shared BMC/IPMI port can be configured using the Guided Setup Wizard. In our case we have configured a static IP address for the shared BMC/IPMI port.

If the BMC has already been configured before, this part can be skipped by pressing “Next“.

HMC Guided Setup Wizard - BMC IP V10R2M1030
HMC Guided Setup Wizard - BMC IP V10R2M1030

This completes the configuration of the network settings. The next steps are displayed. The configuration can be continued by pressing “Next”.

HMC Guided Setup Wizard - network settings completed

If needed, an email notification in the event of problems can be configured. To do this, an SMTP server must be specified. Email addresses to inform in case of problems can then be stored. We have not configured email notifications at this point.

HMC Guided Setup Wizard - configuration email notification
HMC Guided Setup Wizard - configuration email notification

This completes the configuration with the Guided Setup Wizard. However, some of the configuration steps have not yet been implemented. These will be executed by pressing “Finish”.

HMC Guided Setup Wizard - summary
HMC Guided Setup Wizard - summary

Next, the configuration steps are implemented on the HMC. The progress is displayed in a table. As soon as the implementation is finished, the Guided Setup Wizard can be terminated by pressing “Close“.

HMC Guided Setup Wizard - status
HMC Guided Setup Wizard - status

After the configuration has been carried out, the user is automatically logged out and the HMC is rebooted.

Information - you are logged off now
Information - you are logged off now

The message “The system was shut down or restarted” appears.

HMC was shut down or restarted
HMC was shut down or restarted

After the reboot, the standard HMC GUI login appears.