Service Management Automation (SMA) is included with System Center Orchestrator 2012 R2. SMA is a Windows PowerShell workflow engine build on Windows Azure Pack. It allows you to construct, run, and manage PowerShell based runbooks to integrate, orchestrate, and automate IT business processes. Even though it runs on Windows Azure Pack, you do not need an Azure environment to install and user Service Management Automation.

Below are directions on how to setup a SMA lab environment. It is a single server install.

1. Install Windows Server R2 named SMA01 join to domain

2. Create three Service Account

a. SMA Administrator – sma_admin

b. Web Service app pool account – sma_svc

c. Runbook worker service account – sma_run

3. Create security group named SMA Admins

4. Add sma_admin to the SMA Admins group

5. Give sma_admin local administrative access to SMA01

6. Log onto SMA01 as sma_admin

7. Disable Internet Explorer Enhanced Security Configuration (ESC) for Administrators
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8. Download Microsoft Web Platform Installer 4.6 – Web Platform Installer.

9. Enable Microsoft .NET Framework 3.5 SP 1 Feature in Server Manager
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10. Launch Web Platform Installer (wpilauncher.exe)

11. Locate .NET 4.5 Extended with ASP.NET for Windows 8 and click Add
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12. Locate IIS recommended configuration and click Add
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13. Click Install

14. Accept prerequisites
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15. When the install completes click Finish
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a. Exit out of Web Platform Install 4.6

Install SQL Server 2012 SP1 – I will not go over the SQL install since there are plenty of tutorials out there for this. Just make sure you install the Database Engine and Management Tools. Also you must use mixed mode authentication.

16. Launch Web Platform Installer (wpilauncher.exe)

17. Search for Windows Azure Pack.

18. Click Add next to Windows Azure Pack: Portal and API Express, and then click Install.
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19. Accept prerequisites
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20. When the installation is completed, ensure that all Internet Explorer windows are closed, and then click Continue to start the Service Management Configuration site.

21. The Configuration site https://localhost:30101/ opens in Internet Explorer. If the Internet Explorer security certificate warning page is displayed, click Continue to this website.
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22. Enter your database server name

23. Choose SQL Server Authentication for your authentication type and enter the login credentials.

24. Create a passphrase, then click the next arrow
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25. Choose whether or not to participate in the customer experience program and click the next arrow

26. Click the check mark on the Feature Setup page to start the configuration

27. Once the configuration is complete click the check mark
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28. Click Yes if prompted to close the tab

29. Open Internet Explorer as an administrator and navigate to https://localhost:30091/#Workspaces/WebSystemAdminExtension/quickStart
(If the page does not load, ensure that you are using Run as Administrator. You may need to provide credentials and click continue on certification errors.)

30. Run through the Manager Portal Tour
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31. When you are finished with the tour you should see a page like the one below.
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32. Open Server Manager and launch the Add Roles and Features wizard
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33. Click Next
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34. Click Next
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35. Select your server and click next
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36. Expand Web Server (IIS) > Web Server > Security > check URL Authorization and click next
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37. Expand .Net Framework 4.5 Features > WCF Services > check HTTP Activation and click next
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38. Click Install
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39. Wait for the install to finish

40. Insert the Orchestrator install media in SMA01.

41. In the setup wizard under Service Management select Web Service
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42. Click Install
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43. Enter your registration information and click next
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44. Accept the license agreement and click next
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45. Verify all prerequisites are meet and click next
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46. Enter your database information and click next
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47. Enter the SMA Admins groups to the Domain security groups or users with access. Add the sma_svc service account to the Application pool credentials. Click Next.
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48. Select a Port number and certificate. Click Next
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49. Select install location and click Next
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50. Select CEI and Update settings. Click Next
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51. Review the install summary and click Install
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52. When the setup finishes click close
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53. Re-launch the Orchestrator install wizard

54. In the setup wizard under Service Management select Runbook Worker
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55. Click Install
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56. Enter your registration information and click next
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57. Accept the license agreement and click next
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58. Verify all prerequisites are meet and click next
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59. Enter your database information and click next
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60. Enter the SMA Runbook Work Account sma_run and click Next
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61. Select install location and click Next
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62. Select CEI and Update settings. Click Next
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63. Review the install summary and click Install
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64. When the setup finishes click close
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65. Open Internet Explorer as an administrator and navigate to https://localhost:30091/#Workspaces/WebSystemAdminExtension/quickStart
(If the page does not load, ensure that you are using Run as Administrator. You may need to provide credentials and click continue on certification errors.)

66. Click on Automation

67. One the quick start page, click Register Service Manager Automation
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68. Enter the Service URL (https://sma01:9090), the sma_admin username, and password. Click the Check mark
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69. After the web server finishes registering you are done.

There are 27 sample runbooks that are installed. Be sure to stay tuned for the next article on Creating Runbooks in SMA.