Using the Initial Setup Wizard

The initial setup wizard helps you to configure the CMM through a web interface. The wizard starts automatically when you first access the web interface of a new CMM or a CMM that has been reset to its default settings.

You can configure the CMM by using the Initial Setup wizard. The wizard starts automatically, but it can also be accessed manually. Use the following information to access the initial setup wizard:

  1. From the CMM homepage, click Mgt Module Management > Configuration.
  2. Click Initial Setup Wizard and follow the on-screen instructions.

When you first login to the CMM you are assigned the Supervisor role. You must be assigned the Supervisor role to use the setup wizard. The setup wizard's Getting Started section contains some steps to guide you in gathering information about the chassis for the initial setup. After you gather the information that is needed, click the Next button, then enter the information in the wizard pages as needed. If you are importing a saved CMM configuration, the option to select the configuration file is in the Import Existing Configuration page of the wizard. Follow the on screen instructions, then click the Next button.

You can view and print the configuration information after the wizard has finished. A basic configuration of the CMM will be completed after the setup wizard has finished.

Note:

When the Flex System chassis is started for the first time, the CMM automatically configures its remote management port, enabling you to establish a management connection. See Configuring the CMM for remote access for information.

Note: When the CMM is set to Secure security mode, only the secure file transfer methods, HTTPS and SFTP, can be used for firmware updates and other tasks involving file transfers, such as transferring a backup configuration file to restore a configuration. The unsecure file transfer protocols HTTP, FTP, and TFTP are disabled when security is set to the Secure mode.

The following illustrations show the Initial Setup Wizard pages. The system information that is displayed in the wizard pages might be different from your system.


Illustration of the Initial Setup Wizard - Getting Started page

Click Health status on the Inventory and Health page to view the detected components in the chassis and their current health status.


Illustration of the Initial Setup Wizard - Inventory and Health page, with Health status tab shown

Click Active events on the Inventory and Health page to view the events and the severity of each.


Illustration of the Initial Setup Wizard - Inventory and Health page with Active events tab shown

If you have saved a configuration file, the Import Existing Configuration page allows you to select the file you created and will automatically fill in the fields of the wizard with the appropriate values.


Illustration of the Initial Setup Wizard - Import Existing Configuration page

The General Settings page prompts you to enter some descriptive information about the chassis, including location and contact person.


Illustration of the Initial Setup Wizard - General Settings page

Set the date and time for the CMM on the Date and Time page.
Note: If you choose to set the date and time with an NTP server, the CMM NTP v3 Authentication key index and NTP v3 Authentication key must match the "key ID" and "password" values set on the NTP server. See the documentation for your NTP server for information about setting a key ID and password.


Illustration of the Initial Setup Wizard - Date and Time page

Each CMM is configured with the same static IP address. You must create a unique static IP address for each CMM. If DHCP is not used, only one CMM at a time can be added onto the network for discovery. Adding more than one CMM to the network without a unique IP address assignment for each will result in IP address conflicts.


Illustration of the Initial Setup Wizard - IP Configuration page, with IPv4 tab shown


Illustration of the Initial Setup Wizard - IP Configuration page with IPv6 tab shown

You can view the status and configure options for the I/O modules that are connected to the CMM.
Note: Typically at least two I/O modules are connected and displayed on the I/O Modules page of the Initial Setup Wizard.


Illustration of the Initial Setup Wizard - IO Modules page

Choose the security policy for your CMM.


Illustration of the Initial Setup Wizard - Security Policy page

Set the appropriate DNS options for your CMM.


Illustration of the Initial Setup Wizard - DNS page

Enter the email addresses where notifications are to be sent as CMM events occur.


Illustration of the Initial Setup Wizard - Event Recipients page

Confirm all of the information that has been entered in the setup wizard.


Illustration of the Initial Setup Wizard - Confirm page

These steps complete basic configuration of the CMM. You can now perform additional setup operations, as required, for your specific chassis configuration.