First Steps Guide

This guide exists to provide suggestions for the initial post installation orcharhino configuration.

Initial Configuration Workflow

The orcharhino mind map provided in this section illustrates a possible workflow to get you from a plain orcharhino installation to your first fully entitled host deployment.

In practice many of these steps need not be performed strictly in the order provided. Depending on the desired outcome as well as the level of pre configuration already provided by the orcharhino installation, some may be omitted entirely. They are nevertheless presented in their entirety as a reference and mental model:

Start with infrastructure, then content, then hosts, then configure, then hosts again.

This part of the graphic illustrates which orcharhino management UI menus you will be using in order. They are: the infrastructure menu, the content menu, the hosts menu, the configure menu, and finally, the hosts menu again.

If you are to deploy hosts, you will first need to tell orcharhino about your infrastructure:

The infrastructure menu includes compute resources and subnets

Unless you are planning to use orcharhino exclusively for bare metal installations this will include configuring your compute resources (like VMware, Proxmox, etc.) You will also need to configure any subnets (networks), that you want to deploy hosts to.

Next, prepare the content for the hosts that are to be deployed:

The content menu includes livecycle environments, products and content views.

For a full understanding of the concepts involved, it is highly recommended to spend some time reading the content management guide. If you are in a hurry, concentrate on the setup and usage sections.

Finally, configure the host deployment itself:

The hosts menu allows us to configure installation media, operating systems, and templates. The configure menu allows us to define host groups.

Your hosts will need appropriate installation media. You will also need to tell orcharhino about any operating systems you want to deploy. Finally, you will need to associate the orcharhino operating systems with appropriate templates. These steps will have been performed automatically for any operating systems you selected during step 4 of the main orcharhino installation.

The hosts menu allows us to configure installation media, operating systems, and templates. The configure menu allows us to define host groups.

Though not strictly necessary, it is highly recommended to collect all of this configuration within a single host group (for each type of host you want to deploy). This way you can simply deploy hosts by selecting the appropriate host group and making adjustments, rather than performing the Sisyphean task of manually selecting every option every time you want to deploy a host.

Putting everything we have done together, we are now ready to deploy a host:

You can now choose create hosts from the hosts menu, select your host group and submit to deploy a host.