Settings

The Administration > Settings section sets global configuration parameters for the Morpheus appliance, whitelabeling, provisioning, monitoring, backups, logs, software licenses, and the license for Morpheus itself.

Appliance

Appliance Settings

Appliance URL

The default URL used for Agent install and Agent functionality. All Instances and Hosts must be able to resolve and reach this URL over 443 for successful agent install and communication.

Note

Alternate Appliance URLs can be configured per Cloud in the Edit Cloud > Advanced Options section.

Internal Appliance URL (PXE)

For PXE-Boot your appliance needs to be routable directly with minimal NAT masquerading. This allows one to override the default appliance url endpoint for use by the PXE Server. If this is unset, the default appliance url will be used instead.

API Allowed Origins

A CORS-related field which specifies the origins that are allowed to access the Morpheus API. For example, if you were designing a web application which needed to make AJAX calls to Morpheus API. The origins should be specified here. By default, all origins are allowed. When this field is filled, an exclusive whitelist of allowed origins is established.

Cloud Sync Interval

Data is refreshed through cloud integrations at the interval specified here in seconds, the default value is 300 seconds (five minutes). Appliances managing a very large number of clouds may be adversely affected by setting this value too low.

Usage Retainment

Determines how many days to keep account usage (metered costing data) records. Retainment period is not set by default. Usage records will remain indefinitely if Usage Retainment is not set. Note this does not affect generated Invoice records.

Stats Retainment

Select 30, 60 or 90 days period for stats retainment. Selecting a larger period gives the ability to analyze stats, such as Instance metrics, over a longer period of time. For example, in the Monitoring tab of an Instance detail page, users can select a 60 or 90-day analysis period if the stats have been retained that long

Denied Hosts

A comma-delimited list of IP addresses and/or hostnames which should not be allowed sources for HTTP Tasks or REST-populated Option Lists.

Approved Hosts

A comma-delimited list of IP addresses and/or hostnames which are the only approved sources for HTTP Tasks or REST-populated Option Lists. By entering any values here, all others are automatically denied.

Enable SSL Verification of Agent (Communications)

Enabling SSL Verification of Agent Communications requires a valid Certificate be installed on the Appliance.

Disable SSH Password Authentication

Only allow ssh login using SSH keys. When true, SSH Password Authentication will not be enabled for VM’s and Hosts provisioned after the setting is enabled.

Default Appliance Locale

Sets the default language and region for all users on the Morpheus appliance. Users with individual language preferences may also override this selection on their User Settings page

Default Console Gateway

Select a configured Morpheus Worker as a console gateway or VDI gateway. For more on installation and configuration of a gateway, see the VDI Gateways section of Morpheus documentation.

Tenant Management Settings

Registration Enabled

If enabled, the appliance login screen will have a “NEED AN ACCOUNT? SIGN UP HERE” link added, enabling new Tenant registration.

Default Tenant Role

Sets the default Tenant Role applied to Tenants created from Tenant Registration.

Default User Role

Sets the default User Role applied to the User created from a Tenant Registration.

User Management Settings

Min Password Length

User passwords must at least be as many characters in length as the entered value

Min Password Uppercase

User passwords must include at least as many uppercase characters as the entered value

Min Password Numbers

User passwords must include at least as many numerals as the entered value

Min Password Symbols

User passwords must include at least as many special characters as the entered value

Session Expires (Minutes)

A user session is forcibly logged out after the entered number of minutes of inactivity

Session Warning (Minutes)

A pop-up warning is shown to the user when they have been inactive for the number of minutes entered. Example: If sessions are set to expire after 90 minutes, warn the user after 60 minutes if you intend to provide 30 minutes advance warning

Expire Password After (Days)

User account passwords will expire after the entered number of days. Enter 0 or leave the field empty to opt out of this feature.

Disable User After Attempts (Number of Attempts)

Disable a User account after a specified number of failed login attempts. Enter 0 or leave the field empty to opt out of this feature.

Disable User If Inactive For (Days)

Disable a User account if inactive for the entered number of days. The User will not be able to log into the appliance again until another User with sufficient rights enables the account. Enter 0 or leave the field empty to opt out of this feature.

Send warning email before deactivating (Days)

Enter the number of days prior to account deactivation that a warning email should be sent. For example, enter “5” to warn the User when they are five days short of the deactivation time entered in the prior field. Enter 0 or leave the field empty to opt out of this feature.

Email Settings

In this section, you can configure an SMTP server for email notification delivery. You will need to provide Morpheus the following information, your mail server systems administrator can assist you in filling these fields and with the preferred encryption method.

  • From Address

  • SMTP Server

  • SMTP Port

  • SSL Enabled

  • TLS Encryption

  • SMTP User

  • SMTP Password

We recommend that you add the Morpheus server to your SMTP whitelist as well as using user authentication as an additional security measure.

Once you have added your SMTP server information into Morpheus, scroll down to the bottom of the page and press the blue SAVE button which can be found under the Enabled Clouds section.

When you have saved your SMTP server settings in the Morpheus appliance you will then need to restart the UI. To restart the morpheus-ui, connect to your Morpheus server via SSH and run the below command:

sudo morpheus-ctl restart morpheus-ui

Important

If you do not restart morpheus-ui, the notifications will not be sent. Please note it can take up to three minutes for the UI to become reachable again.

Twilio SMS Settings

Configure SMS text message delivery for Morpheus alerts. Previously, customers could use Morpheus’ own account for delivery, but for security reasons clients must now supply their own. Complete the fields indicated below and then restart all Morpheus nodes to apply the changes.

  • Account SID: Twilio Account SID

  • SMS From #: The “From” number to receive the text message from

  • Auth Token: The Twilio API authentication token for your account


Proxy Settings

The Morpheus Appliance can be configured to communicate through a Proxy server for Cloud API’s and Agent communication back to the Appliance.

Note

Additional Proxy configuration is available in the Infrastructure > Network > Proxies section. Added Proxies can be scoped to Clouds in the Edit Cloud > Advanced Options section of the Cloud.

Add a Global Proxy server by entering the following:

  • Proxy Host

  • Proxy Port

  • Proxy User

  • Proxy Password

  • Proxy Domain

  • Proxy Workstation

Currency Settings

In Morpheus, Tenants are separate environments which can be defined as using currencies that are unique from one Tenant to the next. In addition, these currencies may be different from the currency in which Price Sets have been defined. In order to present pricing to Subtenant users in their designated currency, Morpheus allows for integration with currency conversion services “open exchange rates” and “fixer.io”. This article goes through the process of setting up the integration and how it works to determine pricing conversions.

Integrating With a Currency Exchange Provider

  1. Navigate to Administration > Settings > Appliance

  2. Under the Currency Settings heading, make a “Currency Provider” selection

  3. Enter your “Provider API Key”

The service is now integrated and can be used as described in the next section.

Consuming Currency Exchange in Morpheus

Currency exchange data is synced from the integrated provider once every 12 hours. When needed, Morpheus will use this cached data to present currency conversions rather than hitting the API directly each time. This limits the total number of API hits and reduces costs.

Exchanged currency values will be shown under conditions similar to the following scenario:

A user is working in a Subtenant configured for Currency B. The user is attempting to provision an instance with pricing sets that have only been defined in Currency A. Morpheus will convert the pricing data from currency A to Currency B for this user (and all users in this Subtenant) since price conversion has been enabled.

Enabled Clouds (Types)

Controls which types of Cloud can be created.

  • When a Cloud type is disabled, it will be removed from the available options when adding new Clouds in Infrastructure > Clouds. Existing Clouds are not affected by changes to this setting.

Whitelabel

Whitelabel Settings

Overview

Morpheus Tenants can be WhiteLabeled with custom Logos, Colors, Copy, and custom CSS. Sub-Tenants can be individually white-labeled, or the Master Tenant Whitelabel can apply to all Sub-Tenants.

Enable Whitelabel

Turns on the configured Whitelabel settings. Disabling will return the Appliance to the default colors and logos, but the configured options will remain saved and will apply if Whitelabel is re-enabled.

Appliance Name

Replaces Morpheus in page titles.

Header Logo

Top left header logo. Uploaded image is resized to 38 pixels high with a proportional width at that height.

Disable Support Menu

Enable this flag to hide the support dropdown menu in the header.

Support Menu Links

Customize support links. Label Code can be used for translations and is optional. Be sure to specify fully qualified url if linking to external sites.

Security Banner
The Security Banner section in /admin/settings#!whitelabel displays content on the login screen for Security and Consent messaging and warnings.

  • Applicable at Global and Tenant levels

  • Security Banner input field accepts plain text and markdown

  • Content is displayed below login section in scoped /login/auth pages.

Footer Logo

Footer Logo in bottom left. Uploaded image is resized to 27 pixels high with a proportional width at that height.

Login Logo

Logo shown on Login screen. Uploaded image is resized to 192 pixels wide with an unbound height proportional to that locked width.

Favicon

Must be a .ico file type.

Reset

When selected and Whitelabel settings are saved, associated logo is returned to blank default value.

Colors

Update Colors by entering HEX value or selecting the Color Selector pop-up next to each filed and selecting a color.

  • Header Background

  • Header Foreground

  • Nav Background

  • Nav Foreground

  • Nav Hover

  • Primary Button Bg

  • Primary Button Fg

  • Primary Button Hover Bg

  • Primary Button Hover Fg

  • Footer Background

  • Footer Foreground

  • Login Background

Override CSS

Override CSS settings by entering CSS in Override CSS field.

Example: (this will add one continues background image to the Header)

header #topHeader {
        background-image: url(http://image_url.png);
        }
header {
        background-image: url(http://image_url.png);
        }

Copy

Add custom Copyright String, Terms of Use, Privacy Policy contained in the Footer text and links in the App and on the login page and emails.

Available Copy fields

  • Copyright String

  • Terms and Privacy String

  • Terms of Use

  • Privacy Policy

    Note

    Terms of Use and Privacy Policy Footer links will load internal pages at https://applaince_url/privacy-policy and https://applaince_url/terms-of-use displaying the entered info as plain text. The Terms and Privacy String will update the legal text displayed on the Morpheus login page. This field takes any custom HTML markup allowing you to link to the internal legal pages or to your own outside legal pages if you prefer.

​UI Loading Page

When the Morpheus UI is restarted or loading, a default “Morpheus is Loading” page is displayed. This page can be changed by adding the following to /etc/morpheus/morpheus.rb and adjusting the values.

Note

morpheus-ctl reconfigure must be ran for any chnages to /etc/morpheus/morpheus.rb to take effect.

nginx['web_root_internal'] = "/opt/morpheus/embedded/nginx/html"
nginx['loading_pages']['max_loops'] = 6 * 10 # 10 secs per loop x 6 times to get 60 seconds * 10 to get to 10 minutes
nginx['loading_pages']['timeout_page'] = '/timeout.html'
nginx['loading_pages']['iteration_time'] = 10_000
nginx['loading_pages']['loading_page_title'] = 'Morpheus Loading'
nginx['loading_pages']['loading_page_h1'] = 'Morpheus is Loading...'
nginx['loading_pages']['loading_page_h2'] = 'please wait'
nginx['loading_pages']['timout_page_title'] = 'Morpheus timeout, please try again...'
nginx['loading_pages']['timout_page_h1'] = 'Timeout waiting for Morpheus to load, click below to try again.'
nginx['loading_pages']['failure_page_title'] = 'Morpheus Server Error'
nginx['loading_pages']['failure_page_h1'] = 'Morpheus Server Error'
nginx['loading_pages']['failure_page_h2'] = 'Please contact your system administrator for assistance.'

Provisioning

Provisioning Settings

Allow Cloud Selection

Displays or hides Cloud Selection dropdown in Provisioning wizard.

Allow Host Selection

Displays or hides Host Selection dropdown in Provisioning wizard.

Require Environment Selection

Forces users to select and Environment during provisioning

Show Pricing

Displays or hides Pricing in Provisioning wizard and Instance and Host detail pages.

Hide Datastore Stats On Selection

Hides Datastore utilization and size stats in provisioning and app wizards

Cross-Tenant Naming Policies

Enable for the sequence value in naming policies to apply across tenants

Reuse Naming Sequence Numbers

When selected, sequence numbers can be reused when Instances are removed. Deselect this option and Morpheus will track issued sequence numbers and use the next available number each time.

Deployment Archive Store

Default Storage Provider for storing Deployment Archives.

Note

Storage Providers can be configured and managed in the Infrastructure > Storage section.

Cloud-Init Settings

Morpheus can add global users for Linux and Windows at provision time. Cloud-init/Cloudbase-Init or VMware Tools installed on the provisioned virtual images is required.

Linux

  • Username: Enter User to be added to Linux Instances during provisioning.

  • Password: Enter password to be set for the above Linux user.

  • KeyPair: Select KeyPair to be added for the above Linux user.

Note

Either a password, keypair, or both can be populated for the Linux user. Keypairs can be added in the Infrastructure > Keys & Certs section.

Windows Settings

  • Administrator Password: Enter password to be set for the Windows Administrator User during provisioning.

PXE Boot Settings

Default Root Password

Enter the default password to be set for Root during PXE Boots.

App Blueprint Settings

Determines the Default Blueprint Type selected in new App Wizard

  • Morpheus

  • ARM Template

  • CloudFormation

  • Terraform

  • Kubernetes Spec

  • Helm Chart

Terraform Settings

  • Terraform Runtime: Select “auto” or “manual”. When selecting “auto”, Morpheus will automatically download and use the Terraform version indicated in the VERSION field on the Spec Templates that make up a Terraform Instance type or Blueprint. When selecting “manual”, Morpheus will use the version of Terraform installed on your appliance.

Monitoring

Morpheus Monitoring Settings

Auto Create Checks

When enabled a Monitoring Check will automatically be create for Instances and Apps.

Availability Time Frame

The number of days availability should be calculated for. Changes will not take effect until your checks have passed their check interval.

Availability Precision

The number of decimal places availability should be displayed in, can be anywhere between 0 and 5. Instance availability is shown on the Instance detail page (and used elsewhere) and refers to the percentage of time the workload is up.

Default Check Interval

The default interval to use when creating new checks.

Note

Monitoring Checks can be manually configured if Auto Create Checks is disabled.

Service Now

ServiceNow Monitoring Integration Settings

Note

A ServiceNow Integration must be already configured in Administration > Integrations to enable the ServiceNow Monitoring Integration.

Enabled

Enables the ServiceNow Monitoring Integration

Integration

Select from a ServiceNow Integration added in Administration > Integrations

New Incident Action

The Service Now action to take when a Morpheus incident is created.

Close Incident Action

The Service Now action to take when a Morpheus incident is closed.

Incident Severity Mapping

Morpheus Severity

ServiceNow Impact

Info

Low/Medium/High

Warning

Low/Medium/High

Critical

Low/Medium/High

New Relic

New Relic Integration Settings

Enabled

Enables the New Relic Monitoring Integration

License Key

License Key to be used when installing the New Relic agent in order for the agent to report data to your New Relic account

Note

The License Key is the 40-character hexadecimal string that New Relic provides when you sign up for your account.

Logging Settings

Overview

Morpheus contains a built-in logging solution that aggregates logs from hosts and services. Logs are displayed, searchable, and filterable in the Instance, App, Host and overall Logs sections. Logs can also be forwarded using Syslog Forward rules to any external solution that supports syslogs.

The logs displayed in the Instance, App, Host and overall Logs sections are only from Managed VMs and Hosts that have the Morpheus agent installed. Instances can be configured to show additional logs by configuring the LOG FOLDER in the Library NODE TYPE. Logs from any .log file in the specified folder will be forwarded by the Morpheus agent to the Morpheus appliance or forwarded with Syslog Forward rules.

Note

The Logs section does not contain Morpheus appliance logs, which can be found in /var/log/morpheus/ and in Administration - Health.

Logs are stored in ElasticSearch and retention can be set by adjusting the Availability Time Frame in the Administration > Settings > Logs section.

Logging Settings for the built-in logging and syslog forwards are also configurable in the Administration > Settings > Logs section.

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Backups

Backup Settings

The Backup settings page allows you enable or disable scheduled backups, select a default backup bucket, and administer global settings related to backups. Changes to global settings only affect new backups going forward and do not affect existing backups.

Morpheus Backup Settings

Scheduled Backups

Enable automatic scheduled backups for provisioned instances

Create Backups

When enabled, Morpheus will automatically configure instances for manual or scheduled backups

Backup Appliance

When enabled, a backup will be created for the Morpheus appliance database. Select the Backup text link to view or edit settings related to the appliance backup

Default Backup Bucket

Select an existing bucket as the default for future backup runs. Click the Infrastructure Storage text link to add a new storage bucket to Morpheus if needed

Default Backup Schedule

Choose a default schedule interval for automated backups. The available selections in this dropdown menu are Execution Schedules defined in Library > Automation > Execute Scheduling

Default Backup Retention

Choose the default number of backups to be retained for automated Instance and appliance backup jobs

Guidance

Overview

Morpheus guidance is an important tool that makes recommendations for resource and cost optimization. It analyzes CPU, memory, and storage activities over time to make intelligent recommendations on sizing and power state. These recommendations can free up resources and save organizations significant amounts of money over time. Out of the box, Morpheus is configured for sensible thresholds used in making these recommendations but they can be edited here if needed.

Power Settings

Morpheus will recommend shutting down a resource if all three of the baselines in this section are exceeded:

  • Average CPU (%): Shutdown will be recommended if the average CPU usage is below this value. Values over 100% are possible as this value factors the number of CPU cores. Default value: 75

  • Maximum CPU (%): Shutdown will be recommended if the CPU usage never exceeds this value. Values over 100% are possible as this value factors the number of CPU cores. Default value: 500

  • Network Threshold (bytes): Shutdown will be recommended if the average network bandwidth is below this value. Default value: 2000 bytes/second

CPU Up-size Settings

CPU up-size will be recommended when both of the following baselines are exceeded for a resource:

  • Average CPU (%): CPU up-size is recommended if the average CPU percentage exceeds this value (and other criteria are also met). Default value: 50

  • Maximum CPU (%): CPU up-size is recommended if the maximum CPU percentage exceeds this value. Default value: 99

Memory Up-size Settings

Memory up-size will be recommended when both of the following thresholds are met for a resource:

  • Minimum Free Memory (%): Memory up-size will be recommended if free memory dips below this value. Default value: 10

Memory Down-size Settings

Memory down-size will be recommended when both of the following thresholds are met for a resource:

  • Average Free Memory (%): Memory down-size is recommended if the average free memory is above this value. Default value: 60

  • Maximum Free Memory (%): Memory down-size is recommended if free memory has never dipped below this value. Default value: 30

Clients

Overview

Morpheus includes pre-configured OAuth clients and allows the user to create as many additional clients as they’d like. The pre-configured clients are editable but cannot be deleted. Once configured, access tokens may be generated or re-generated from the API Access section. Their expiration times may be viewed as well. Client settings are available only in the Primary Tenant and affect all Tenants.

Creating an OAuth Client

To create a new OAuth Client, click + ADD and configure the following:

  • CLIENT ID: A reference name for the client in Morpheus

  • SECRET: An optional OAuth client secret

  • ACCESS TOKEN VALIDITY INTERVAL (SECONDS): The length of time (in seconds) during which the token should be enabled

  • REFRESH TOKEN VALIDITY INTERVAL (SECONDS): The length of time (in seconds) during which the refresh token should be enabled

Once the client is configured, click SAVE CHANGES.

Editing and Deleting OAuth Clients

From the OAuth client list view (Administration > Settings > Clients), click the pencil (✎) or trash can (🗑) icons to edit or delete the OAuth Client.

Note

Pre-configured Morpheus-default clients may be edited but not deleted. User-created clients may be edited or deleted.


Environments

Overview

The Environments section is where you create and manage your environment labels, which are available in the Environment dropdown during Instance or App provisioning. An Instance’s environment label can be changed by editing the Instance.

Creating Environments

  1. Select + Create Environment

  2. Populate the following for the New Environment:

    Name

    The friendly name for the environment in Morpheus

    Code

    Shortcode used for API and CLI

    Description

    Environment description displayed on the Environments list page

    Display Order

    The order in which environments are presented when provisioning, a value of “0” will position the environment at the top of the list

    Visibility

    • Private: Available only in the Tenant the environment is created in

    • Public: Available for all Tenants. Public is only applicable for environments created in the the Master Tenant.

Note

User-created environments can be edited, hidden, or removed from the Actions menu on the environments list page. Morpheus-default environments can only be hidden from users during provisioning.

Software Licenses

Overview

The License section is for automating the application of Licenses to Instances while provisioning. Licenses can be added to Morpheus and then attached to images. Morpheus will then apply the license to Instances provisioned using the images with license attached. Licenses can be configured for single or multiple Tenants.

Creating Licenses

  1. Select + Create License

  2. In the New License modal, enter the following:

    • License Type

      Windows

    • Name

      Name of the License in Morpheus

    • License Key

      Enter the License Key

    • Org Name

      The Organization Name (if applicable) related to the license key

    • Full Name

      The Full Name (if applicable) related to the license key

    • Version

      The License Version

    • Copies

      The Number of copies available on the License

    • Description

      License description displayed in the Licenses list in Morpheus, helpful for identifying the License after creation

    • Virtual Images
      Search for existing Virtual Images by name and select to attach the image to the license.

      Note

      Virtual Images are synced from Clouds or added in the Library > Virtual Images section.

    • Tenant Permissions

      Search for and select the Tenant(s) the License will be available for. Multiple Tenants can be added.

  3. Save Changes

Provisioning with Licenses

When a Virtual Image is added to a license, Morpheus will automatically apply the License to Instances configured with the Virtual Image during provisioning, including Instance Types with a Node Type that is configured with the Virtual Image, or if the image is selected when using generic Cloud Instances types (VMware, AWS, Nutanix, Openstack etc). Virtual Images can be removed from a License by editing the License.

Managing Licenses

Created Licenses details are displayed in the License page, including the number of copies applied per License, the Tenants added to the License, and the Virtual Images attached to the License.

The Name, Version, Copies, Description, Virtual Images and Tenant Permissions are editable but selecting the Actions dropdown on a License.

Note

License Types, Keys, Org Names and Full Names are not editable after a license has been created.

License can also be removed using the Actions dropdown on a License.

License

Overview

Morpheus requires a valid license for provisioning new Instances, Apps and Hosts, and converting existing Instances and Hosts to managed. Licenses can be applied and updated in this section, and the current license status can be checked.

Note

Morpheus is licensed for a certain number of concurrent workload elements (WLEs) that may be managed or inventoried at any one time. See our Knowledge Base for specific information on the types of WLEs that count against Morpheus licensing.

Current License

If a License Key has already been applied, the License status is shown in the Current License section:

Tenant Name

Company name the License was generated for

Product Tier

The type of license applied to this appliance, such as “Enterprise” for a typical paid license or “Community” for free Community-tier appliances

Start Date

Date and time the current License started

End Date

Date and time the current License expires

Note

Once a current License expires or has reached its workload limit, users will no longer be able to provision new Instances, Apps, Hosts, or Bare Metal, or convert existing Hosts, Virtual Machines, or Bare Metal to managed. Morpheus will otherwise continue to function.

Upgrade License Key

To add a new or update an existing License:

  1. Copy the License Key into the License Key field

  2. Click UPDATE

If valid, the new License will be applied.

Request new License

Licenses can be requested at https://morpheushub.com, or by contacting support@ or sales@ morpheusdata.com.

Utilities

System administrators have access to a utilities panel with the following options:

  • Reindex all searchable data: Execute

  • Toggle Maintenance Mode: Enable

Note

Maintenance mode cleanly places Morpheus into a state where maintenance can be performed on the appliance. This drains any active sessions and queues so an auto-scaling group can scale down. It also drains active sessions across services. Restarting Morpheus UI disables maintenance mode.

Note

When using Morpheus in a Highly Available (HA) environment, it is important to navigate to a node directly and enable maintenance mode, as opposed to using the load balancer virtual IP (VIP). A local host entry to the specific node may be required to ensure the correct node enters mainteance mode. In fact, it is recommended to use the analogous API endpoint to toggle a specific node into maintenance mode to avoid redirects back to the VIP address.

A Morpheus node in maintenance mode can still be accessible through the load balancer VIP/target group and can queue requests but will not process anything in queue, while in maintenance mode. A node can be removed/paused from the load balancer VIP or have VIP health checks implemented, if the node UI/API will become inaccessible due to maintenance.