Using a pre-installed DataMiner Virtual Hard Disk

You can download a virtual hard disk with DataMiner pre-installed to immediately get started. The virtual hard disk is available in VHD, VHDX, and VMDK format. The pre-installed DataMiner VM is hardened out-of-the box for improved security.

When you configure this setup, you will be able to choose between different data storage setups:

• STaaS, i.e. the recommended setup.

• Self-hosted dedicated clustered storage: A setup where you host the Cassandra and OpenSearch cluster required by DataMiner yourself on dedicated servers. If you choose this setup, you will need to make sure these database clusters are fully installed before you run the procedures below, so that DataMiner will be able to connect to them.

• A staging setup where both Cassandra and OpenSearch run locally on Windows Subsystem for Linux (WSL). Such a setup should only be used for testing and staging environments, and this will also require additional resources on the local machine. To switch such a setup to production, you will need to either migrate to Storage as a Service (STaaS) or switch to using Cassandra and OpenSearch clusters on separate servers, and then decommission WSL.

Once you have downloaded the pre-installed virtual hard disk from DataMiner Dojo, you will need to follow the steps below to use it:

1. Create the VM.
2. Connect and start the VM.
3. Configure DataMiner.
4. Optionally, switch from subscription mode to a perpetual-license setup.

Note

• If you are not familiar with virtualization, we suggest installing DataMiner using the DataMiner Installer instead.
• The VMDK hard disk is compatible with desktop hypervisors such as VMWare Workstation. If you use the hard disk in a VMware vSphere ESXi environment, an error mentioning Unsupported and/or invalid disk type can be shown. For information on how to resolve this issue, refer to A virtual machine fails to power on with the error: Unsupported and/or invalid disk type.

Creating the VM

When you have downloaded the virtual hard disk, you can start to create a VM in your chosen virtualization environment. Below you can find the steps to follow in Hyper-V:

1. Start creating your VM by following the official Hyper-V guide.

2. Specify a name for your VM and store the machine in a location of your own choice, making sure your disk has enough space.

3. Choose Virtual Machine Generation 2.

4. Assign (at least) 8192 MB startup memory.

   Optionally, you can choose to use dynamic memory.

   Important

   If you intend to run the databases locally on the same server using WSL, assign at least 12288 MB RAM, as the WSL storage container will take about 4 GB to run.

5. Connect to a virtual switch that has internet access (either the default switch or a custom one).

   Note

   If you choose the default virtual switch, you will only be able to use remote access through dataminer.services to access the system outside of the virtual machine environment.

6. Connect the virtual hard disk that you have just downloaded.

Important

If you intend to use the locally hosted Cassandra and OpenSearch clusters running on WSL, make sure to enable nested virtualization on your host PC for the VM you created before starting the VM. To do so, run the following command on your host PC in an elevated Powershell prompt:

Set-VMProcessor -VMName <VMName> -ExposeVirtualizationExtensions $true

Connecting and starting the VM

1. When you have created the VM, double-click the entry and then click Start to boot the VM.

   You will see that the VM will boot in the OOBE setup screen.

2. Choose the region and keyboard settings and select a strong password for the built-in Administrator account.

   When you have set the password, the VM will restart.

3. When the login screen is shown, log in to the VM.

Configuring DataMiner

As soon as you log in to the VM, a window will be shown where you can configure your DataMiner System.

Important

• If you intend to restore a backup coming from another machine because of e.g. a hardware migration or during disaster recovery, skip the configuration below and follow the steps under Restoring a backup onto the virtual hard disk.
• DataMiner requires a static IP to be configured. Make sure to do this before continuing with the below steps. If you have to change the IP afterwards, you can do so by following the steps described in Changing the IP of a DMA.

Note

If you have accidentally closed the configuration window, you can run it manually from C:\Skyline DataMiner\Tools\FirstStartupChoice\FirstStartupChoice.ps1. Make sure to run it with administrator privileges.

Follow the below steps to configure your DataMiner Agent:

1. Click Start to get started.

2. Select the desired database type, and click Next.

   These are the available database types:

   • Storage as a Service (STaaS) (recommended).

   • Self-hosted - External Storage: A regular dedicated clustered storage setup. If you select this option, you will also need to fill in the connection details for both Cassandra and OpenSearch.

     Note

     Make sure these clusters are active and reachable from the VM you are setting up. You are responsible for the management of these external database clusters.

   • Self-hosted - Local storage: A clustered storage setup where both Cassandra and OpenSearch run locally on WSL.

     Important

     Do not select this option for production systems. This option should only be used for testing and staging environments, and only if you have made sure the necessary resources will be available for the WSL storage container. See Creating the VM.

3. Fill in the required details to connect your DataMiner Agent to dataminer.services and click Next:

   • Organization API Key: Provide an organization key that has the necessary permissions to add DataMiner nodes in your organization. For more information on how you can add a new organization key to your organization on dataminer.services, see Managing dataminer.services keys.
   • System Name: This name will be used to identify the DataMiner System in various dataminer.services applications.
   • System URL: This URL will grant you remote access to your DataMiner System web applications. You can choose to either disable or enable this remote access feature at any time.
   • Admin Email: This email address must be associated with a dataminer.services account that is a member of your organization. It will become the owner of the DMS on dataminer.services.
   • STaaS Region: If you have selected to use STaaS for data storage, select the region where your data should be hosted.

4. Verify the selected configuration and click Configure

5. When the configuration is complete, click Finish

   DataMiner will automatically start up, get licensed, and connect to dataminer.services. DataMiner Cube will also be installed, so you can connect to DataMiner locally.

6. Log in to DataMiner Cube using the previously configured Administrator account.

   Logging in automatically with the built-in Administrator account is not possible, so you will need to fill in the username and password.

Important

For security reasons, we strongly recommend creating a second user and disabling the built-in administrator account once the setup is complete. See Managing users.

Restoring a backup onto the virtual hard disk

If you want to restore a backup coming from another machine because of e.g. a hardware migration or during disaster recovery, after you have created and connected the VM, instead of the configuration steps detailed above, follow the steps below:

1. Restore the backup in the same way as for a regular DataMiner Agent. See Restoring a DataMiner Agent using the DataMiner Taskbar Utility.

2. Stop the DMA using the DataMiner Taskbar Utility.

3. Open the C:\Skyline DataMiner\ folder.

4. Remove all *.lic files, if any.

5. Start the DMA using the DataMiner Taskbar Utility.

6. After a short while, a Request.lic file should appear in the C:\Skyline DataMiner\ folder.

7. Contact dataminer.licensing@skyline.be and provide them with the Request.lic file.

8. Wait until you receive a dataminer.lic file from Skyline.

9. When you have the dataminer.lic file, copy it to the C:\Skyline DataMiner\ folder.

10. Restart the DMA using the DataMiner Taskbar Utility.

Switching from subscription mode to perpetual license

When you deploy a DataMiner Agent using the pre-installed DataMiner Virtual Hard Disk, your system will run in subscription mode and get licensed automatically. Part of this process involves getting a DataMiner ID, which uniquely identifies your DataMiner Agent.

If you have purchased a permanent license, follow the steps below to convert your subscription installation to a perpetual-license one:

1. Stop the DMA using the DataMiner Taskbar Utility.

2. Open the C:\Skyline DataMiner\ folder.

3. Remove all *.lic files, if any.

4. Open the DataMiner.xml file.

5. Find the <DataMiner> tag and locate the id attribute.

6. Note down the value in the id attribute.

7. Start the DMA using the DataMiner Taskbar Utility.

8. After a short while, a Request.lic file should appear in the C:\Skyline DataMiner\ folder.

9. Contact dataminer.licensing@skyline.be and provide them with the ID and the Request.lic file.

   In your email, mention that it concerns a conversion from a subscription to a perpetual license.

10. Wait until you receive a dataminer.lic file from Skyline.

11. When you have the dataminer.lic file, copy it to the C:\Skyline DataMiner\ folder.

12. Restart the DMA using the DataMiner Taskbar Utility.