Product Documentation

Initial Configuration

Apr 09, 2015

After you have installed your appliance in a rack, you are ready to perform the initial configuration. To perform the initial configuration, you can use the Management Service user interface or the serial console. You can access the Management Service user interface from any computer that is on the same network as the new SDX appliance. If you do not have a computer on the same network, use the serial console to perform the initial configuration of the SDX appliance. Citrix recommends that, as soon as you complete the initial configuration, you change the root-user password. For information about changing the root-user password, see .

Determine the following information for performing the initial configuration.

  • NetScaler SDX IP address and subnet mask: The management IP address and the mask used to define the subnet in which the SDX appliance is located. This IP address is used to access the NetScaler SDX Management Service user interface.
  • XenServer IP address: The IP address of the XenServer hypervisor.
  • Default gateway: The IP address of the router that forwards traffic out of the appliance’s subnet. The default gateway should be in the same subnet as the NSIP address.
  • Root password: The root user (nsroot) has full administrative privileges on the appliance. The root password is used to authenticate the root user. The default root password is nsroot. You can change this password during initial configuration of the appliance.

Initial Configuration through the Management Service User Interface

To set up the appliance by using the Management Service user interface, connect a workstation or laptop to the same network as the appliance.

To configure the NetScaler SDX appliance by using the Management Service user interface

  1. Connect the NetScaler SDX appliance to a management workstation or network by using interface 0/1.
  2. Open a browser and type: http://192.168.100.1
    Note: The NetScaler SDX Management Service is preconfigured with the IP address 192.168.100.1 and the XenServer hypervisor is preconfigured with the IP address 192.168.100.2.
  3. In the User Name box, type nsroot.
  4. In the Password box, type nsroot.
  5. In the navigation pane, click System.
  6. In the details pane, under Setup Appliance, click Network Configuration and enter values for the following parameters:
    • Interface*—The management interface that connects the appliance to a management workstation or network. Possible values: 0/1, 0/2. Default: 0/1.
    • XenServer IP Address*—The IP address of the XenServer.
    • Management Service IP Address*—The IP address that is used to access the Management Service by using a Web browser.
      Note: The XenServer IP address and Management Service IP address should be in the same subnet.
    • Netmask*—The mask used to define the subnet in which the SDX appliance is located.
    • Gateway*—The IP address of the router that forwards traffic out of the appliance's subnet.
    • DNS Server—The IP address of the DNS server.

    *A required parameter

  7. Click OK, and then click Close.
  8. To confirm that the NetScaler SDX appliance is configured correctly, you can either ping the new Management Service IP address or use the new IP address to open the user interface in a browser.
    Note: After changing the network configuration, close all browser instances and open a new browser instance to access the appliance.

Initial Configuration through the Serial Console

To perform initial configuration of the SDX appliance from outside the L2 domain, connect to the console port of the appliance and follow the instructions carefully.

Note: networkconfig utility is available from build 72.5 and later.

To configure the NetScaler SDX appliance by using the serial console

  1. Connect the console cable into your appliance.
  2. Connect the other end of the cable to your computer and run the vt100 terminal emulation program of your choice.
    • For Microsoft Windows, you can use HyperTerminal, which is installed with all current versions of Windows.
    • For Apple Macintosh OSX, you can use the GUI-based Terminal program or the shell-based telnet client.
      Note: OSX is based on the FreeBSD UNIX platform. Most standard UNIX shell programs are available from the OSX command line.
    • For UNIX-based workstations, you can use the shell-based telnet client or any supported terminal emulation program.
  3. Press ENTER. The terminal screen displays the Logon prompt.
    Note: You might have to press ENTER two or three times, depending on which terminal program you are using.
  4. Log on to the appliance with the administrator credentials. The default credentials for username and password are root and nsroot respectively.
  5. At the prompt, type: ssh nsroot@169.254.0.10 When prompted for the password, type nsroot.
  6. At the shell prompt, type: networkconfig
You can now use the new IP address to log on to the Management Service user interface.

Changing the Password of the Default User Account

The default user account provides complete access to all features of the Citrix NetScaler SDX appliance. Therefore, to preserve security, the nsroot account should be used only when necessary, and only individuals whose duties require full access should know the password for the nsroot account. Citrix recommends changing the nsroot password frequently. If you lose the password, you can reset the password to the default by reverting the appliance settings to factory defaults , and you can then change the password.

You can change the password of the default user account in the Users pane. In the Users pane, you can view the following details:
Name
Lists the user accounts configured on the SDX appliance.
Permission
Displays the permission level assigned to the user account.

To change the password of the default user account

  1. On the Configuration tab, in the navigation pane, expand System, and then click Users.
  2. In the Users pane, click the default user account, and then click Modify.
  3. In the Modify System User dialog box, in Password and Confirm Password, enter the password of your choice.
  4. Click OK.