Setting Up

This section covers the requirements to complete the setup of your appliance. In order to proceed, you will need the IP address of the appliance as this is used to access the web interface.

There are options to set the appliance up as a stand-alone appliance or as part of a cluster using bulk provisioning. Both methods are described.

Note: You can adjust these configurations in the web interface post-setup.

Standalone appliance

The appliance configuration is performed via the Gemini Enterprise: Manage (Manage) web console. Using a supported web browser, navigate to the appliance’s IP address. A security warning or message may be displayed. This is expected and does not indicate a problem. Depending on your browser choose Proceed anyway or Continue.

The first time you access Gemini Enterprise: Manage the End User Software License Agreement is displayed. After reading the terms, choose Accept to advance to the next screen.

Manage supports multiple languages. Setting a preferred language adjusts the entire user experience accordingly. Once you’ve selected the appropriate options, choose Next to proceed to the License Activation screen.

If you have a pre-purchased license, select the first option. You can choose to retrieve the license from an existing license server or apply a new license from a file. Alternatively, you can select the 30-day Enterprise Edition Trial or the Free Edition.

In the Free Edition, the following premium features are restricted:

  • No Failover group
  • No LDAP Authentication
  • No support of external storage (including NFS, CIFS, and S3).
  • No remote license server.
  • Limited Splunk configurations versioning, restricted to roll back to previous three versions.
  • Gemini Cluster features are restricted.
    • Up to four nodes in a cluster in maximum. -No scheduled jobs.
    • Jobs for Splunk upgrade are restricted.
    • Jobs for Gemini appliance boot control are restricted.
    • Jobs for Splunk service control are restricted.

Selecting the 30-day trial allows access to all premium features. You can request a permanent license during the trial period or afterwards. Note that once the trial period is over, the license defaults to the Free Edition.

Choose Next to proceed to provisioning. The following information is intended for standalone appliances. If you intend to provision multiple appliances at once, read Bulk Provisioning.

Select Stand-Alone (single) provisioning and choose Next.

To include this node into an existing Manage Cluster, select Join an existing appliance cluster and provide the IP address and the Token String that were assigned to the Master Node.

To operate as a standalone appliance, or to configure a cluster at a later time, select Operate as a standalone appliance.

Choose Next to proceed.

Finally, set the password for the Admin user as well as the SSH login password for the sbox user. It is recommended that you use a strong password and follow the appropriate password security policy as required for your enterprise.

Bulk Provisioning

The Bulk Provisioning Wizard is a step-by-step workflow that provisions appliances in one simple process. All the appliances that are to be configured must be powered up and network-accessible. No other configuration steps are needed on these other appliances as the process includes all aspects of naming, network configuration, LDAP access and software installation.

Appliance Discovery

The discovery process can be done in one of two ways:

  • If the IP addresses of all appliances are known, and available in a text file, it can be uploaded to launch the discovery process. The file needs to contain one IP address per line.
  • Alternatively, the appliances can be discovered on the network by performing an IP subnet scan using a CIDR notation to specify the subnet. e.g., 192.168.156.0/24. Note that the scope of the subnet will determine the length of time taken for the scan to complete.

Network Settings

This step configures the mechanism used for assigning IP addresses of the appliances being configured. Network settings - DHCP assigned (default option) uses dynamic assignment using a DHCP server. Network settings - Static assigned utilizes DHCP for the initial assignment, and uses that IP as the static setting going forward. This is useful when building a DHCP server for deployment temporarily, where the DHCP server is not needed after that step.

Hostname

There are multiple options for automatically assigning a hostname to each appliance being provisioned.

  • Reverse DNS Lookup uses the hostname discovered through the DNS server if DNS records have been assigned for each appliance.
  • Choose Specify Custom Pattern to use a custom string pattern comprising text and certain allowed tokens, to automatically compose a hostname. The following tokens are allowed:
    • $service_tag$ is replaced with the service tag of the appliance, as indicated on the physical appliance.
    • $increment$ is an automatically incrementing number.

Change Admin Password

Specify the password for the Admin account on each appliance being configured. This is the username and password for the web interface user and can be changed at a later stage, in the web interface. All the appliances will be updated with the same admin password.

It is recommended that you use a strong password and follow the appropriate password security policy as required for your enterprise.

Connect to LDAP

LDAP authentication is optional, and by default the appliance resorts to local account-based authentication. If an LDAP account is required for access to each appliance, you can configure the LDAP server authentication information. This is used to authenticate users when they log in to the appliance.

SSH Authentication

This step is optional and can be skipped. You can specify a password for SSH access, or upload of an SSH key to complete the key exchange and bypass the password.

Summary

This summary screen lists all the appliances about to be provisioned along with configuration settings. It should be used as a final review and confirmation step before starting the automated configuration step. It is also strongly recommended that the CSV file be downloaded for future reference.

Choose Start to initiate the automated provisioning process. This can take several minutes depending on the number of appliances being provisioned. The status of each appliance is updated in real-time. After all appliances have been provisioned, choose Finished to complete the process.