Creating a custom baseline and ISO

Outside of HP SUM, create a new, empty directory where you want to save the custom baseline or ISO.

	NOTE: Make sure that you save custom baselines and ISOs in an empty directory.

Make sure that a baseline is added to the Baseline Library screen before you create a custom baseline. For more information on adding a baseline, see Adding a baseline.

From the Baseline Library screen, select Actions → Create Custom.

HP SUM displays the Create Custom Baseline screen.

In the Description text box, enter a description for the baseline. The maximum length for the description is 50 characters.

Select a date for the Version, and enter a 1 or 2-character identifier, for example, 1 or 1a.

The Baseline Name is automatically generated by combining the description and version.

In the Output Location field, click Browse to navigate to an empty directory where you want to save the baseline. HP SUM does not copy files to a directory that is not empty.

HP SUM does not support creating a new directory when it creates the custom baseline. Create the new directory outside of HP SUM.

Select Make Bootable ISO file if you want to create a bootable ISO with your baseline.

To create a custom bootable ISO, you must have a bootable HP SPP or HP SUM ISO extracted in a local directory.

In the Source ISO Location field, click Browse and choose a directory where HP SUM can find the extracted bootable ISO. For example:

<filename>C:\HPSUM\Baselines\spp_gen9_snap1\SPPGen9Snap1.2014_0530.72.iso</filename>

	NOTE: Do not store more than one bootable ISO in a directory.

Select Include HP SUM application if you want to create a custom baseline that includes HP SUM without creating a full ISO. This allows you to create a smaller baseline than a baseline in a bootable ISO. In the HP SUM location field, click Browse and choose a directory where HP SUM is being run.

	NOTE: This option only creates a baseline that includes HP SUM that can be deployed online. You cannot use this baseline to deploy offline updates.

Select if you want to Run in background.

If you select to create the baseline in the background, you can monitor the progress in the Activity screen. For more information, see Using the Activity screen.

In the Baseline Sources section, select the baselines that contain the components you want to include in the custom baseline.

	NOTE: If the same component is included in more than one source baseline, HP SUM lists the component multiple times. If you select the component from multiple baselines, HP SUM displays the component multiple times when you add it as a baseline, but the baseline only includes one copy of the component file.

In the Filters section:

1. Select whether you want the custom baseline to Match CloudSystem Matrix Version. This allows you to select the latest Matrix Recipe available on the web or use a local MatrixConfig.xml file. If you select this option Advanced Filters become inactive.

   If you select Match CloudSystem Matrix Version, do the following:

   1. Select whether you want to compare the custom baseline to a Matrix Definition XML file on the local system or on hp.com.

   2. Enter a directory for the Matrix Definition file. If you selected a file on hp.com, select whether you need to use a Proxy server, and then enter the proxy information.

   	NOTE: If you are comparing the baseline to a CloudSystem Matrix version that is online, do not press the Escape button after HP SUM begins to download the Matrix version.

2. If you did not select Match CloudSystem Matrix Version, do the following:

   1. In the Filters section, select the Component Type you want to choose, Firmware, Software, or Firmware and Software.

      	NOTE: Select one of these options if you want to create a baseline with only firmware or software updates. Use the baseline with only firmware or software updates to automatically update only firmware or software for a node.

   2. Select each kind of update you want to include in the baseline:

      • Critical Updates: Updates that HP requires you to deploy immediately.

      • Recommended Updates: Updates that HP recommends you deploy at your earliest convenience.

      • Optional Updates: Updates to this version if your system is affected by one of the documented fixes, or if you want to utilize any of the enhanced functionality provided by this version.

      • Select the Advanced Filters you want to apply to the baseline:

        Filter category	Options
        Architecture	Select the system architecture to include in the baseline.
        Operating System	Select the operating systems to include in the baseline. The list of options is provided by the source baseline.
        Server Type	Select the server device components to include in the baseline. The list of options is provided by the source baseline.

        	NOTE: HP SUM supports creating a baseline for node types supported by the HP SPP.

Click Apply Filters. HP SUM displays a list of available updates.

Select the individual component updates you want to include in your baseline.

Use the search function to find specific updates in the list.

Click Create ISO and save Baseline or Save Baseline to create the baseline.

When you click Create ISO and save Baseline or Save Baseline, HP SUM does not close the Create Custom Baseline screen, in case you want to create another custom baseline.

Click Close to close the Create Custom Baseline screen.