System Center Orchestrator 2016 is fairly easy to setup and deploy but so many organisations havent installed or configured it which is shocking given its part of the System Center Suite.
Ok, but what actually is it?  Well, if you think about the most common IT challenge, the continued processing of  manual repeatable tasks coupled with supporting organizational policies and change control then automation can significantly improve value and efficiency.  Sounds awesome yes?  It is.  The second challenge is connecting multiple IT vendor products and systems, if this is done correctly then it gives organizations a single logical product (SCORCH) to interconnect and coordinate the activities between the typical multi-vendor technology investments.  In order to deliver these capabilities, SCORCH is the toolbox.
So in a nutshell it connects things together as we will see in this series of posts.
Terminology
This may be new to you so before we start we will go through some terminology:  (The items highlighted in red are infrastructure ie. Servers, Installed Components)
TermDefinition
ActivityA single task in a runbook that performs a specific function
Check InTo save the changes in a runbook to the database.
Check OutTo allow edits to a runbook
CounterA global integer variable that is used in a runbook.
Data BusA mechanism in Orchestrator that passes information from one activity in a runbook to another activity.
Deployment ManagerTool used to deploy Orchestrator components (eg Runbook Servers, Designer) and integration Packs
InstanceA unique occurrence of a runbook that is running on a runbook server.
Integration PackA collection of custom activities that is specific to a product or a technology.
JobA request to run a runbook.
JunctionA runbook activity that synchronizes multiple branches of a runbook.
Management ServerThe communication layer between the Runbook Designer and the deployment manager to the database.
MonitorAn activity that continuously runs and that initiates a runbook when the monitor matches the criteria that you specify.
Orchestration ConsoleA Silverlight based console that you can use to start, stop, and view information about runbooks.  (Port 82)
Orchestration DatabaseThe SQL Server database where configuration information, runbooks, and logs are stored.
Orchestrator Integration ToolkitA set of software tools that you can use to create custom integration packs.
Orchestrator Web ServiceREST-based service that enables custom applications to connect o Orchestrator.  Console uses this web service to interact with Orchestrator (Port 81)
Published DataThe data that is published to the databus from each activity in a runbook.
RunbookThe sequence of activities that orchestrate actions on computers and networks.
Runbook DesignerThe tool that is used by designers to create, modify, and deploy runbooks.
Runbook ServerThe server that runs the service that manages runbooks and communicates with the orchestration database.
Runbook TesterThe tool that is used to test and validate the execution of Runbooks
ScheduleThe global settings that you can use to define a set of date and time criteria for a runbook.
Smart LinkThe connection between two activities in a runbook.
Standard ActivityThe set of activities that is included with the standard installation of Orchestrator.
SubscribeTo request data from the data bus.
VariableA global value that is used to define a frequently used setting, such as a directory path to common files or server names.

Deployment Types
Single Server:
All Orchestrator roles are installed on one physical or virtual machine.  This scenario is typically implemented in test/labs/dev environments but is fully supported in production. However, this is a single point of failure for highly automated environments.  This is the deployment I will be going through in this series of articles.
Multi Server: 
The Orchestrator roles are separated and installed on one or more machines for redundancy.
  • Datastore (SQL)
    • Central to Orchestrator functionality
    • HA / SQL AlwaysOn recommended
  • Runbook Server
    • Deploy multiple Runbook Servers to provide redundancy
    • Failover is automatic when multiple Runbook Servers are present
  • Runbooks
    • Perform exports periodically as a backup method
    • Error handling and redundancy can be added at the object limit within Runbooks
  • Other Components
    • Designer, Licence manager, Deployment Manager and Operator Console are design time components and do not require redundancy
The following diagram shows the communication between the different server components:
image 
Server Specification
All Server Roles Hardware:
  • 2.1Ghz Dual Core CPU
  • 2 Gb Memory (Minimum)
  • 200Mb Disk Space
Operating Systems:
  • Server 2012 R2 Standard / Datacenter
  • Server 2016 Standard / Datacenter (With Desktop Experience)
Runbook Designer for Client Machines:
  • Only Windows 10 is supported
SQL Server (64 Bit only):
  • SQL 2012 SP2 Standard & Enterprise
  • SQL 2014 Standard & Enterprise
  • SQL 2014 SP1 Standard & Enterprise
  • SQL 2014 SP2 Standard & Enterprise
  • SQL 2016 Standard & Enterprise
For those of you interested how the Database need Sizing and the performance see this article https://technet.microsoft.com/en-us/library/jj218323.aspx
Service Accounts:
By default there are 2 service accounts:
Management Server Account
  • Maintaining database, communicating with designers and deployment manager
  • Permission to log onto the Mangement Server as a Service
  • Member of admin role in Orchestrator database
    • Can be a local or domain account
    • Does not have to be an Administrator / Domain Admin account
Runbook Server Account
  • Runs Runbook Server and communicates with the database
  • Recommended to be a domain account
  • By default, all activities run under this account, but can be configured differently on specific activities
    • Permission to log on to the Runbook server as a service
    • May require additional permissions depending on activities
In this series of posts I will use the following accounts:
  • Srv-ORC – SCORCH Mgmt, Runbook, and Monitor Account
  • “Orchestrator Users” – SCORCH users security global group
  • Srv-SQL – SQL Service Account
Add the domain user accounts for yourself and your team to the “Orchestrator Users” group

Ports
The following ports are used for communication
SourceTarget ServerDefault PortConfigurableNotes
Runbook DesignerManagement Server135, 1024-65535YesRunbook Designer communicates with management server over DCOM (Default Port 135) and dynamically allocates a port between 1024 and 65535
Management Server
Runbook Server Web Service
Orchestration Database1433YesSpecified during the SQL installation
Client BrowserOrchestrator REST-based web service
Orchestration Console
81
82
Yes
Yes
Specified during Orchestrator Installation.  Both ports must be accessible for the Orchestration console.

Installation
Now we have a little background information we can now proceed with the installation.
Ensure you have setup a Server 2012 R2 or Server 2016 server and it is joined to the domain.
We require the following prerequistes:
  • Microsoft Internet Information Services (IIS) – Orchestrator Setup enables IIS if it is not enabled.
  • Microsoft .NET Framework 3.5 Service Pack 1 – Orchestrator Setup installs and enables (Note: NET 3.5 source files are removed from the WS2012 R2 / 2016 Operating Systems.  Therefore you need to supply a source path to the installation media that you should mount inside the VM)
  • Microsoft .NET Framework 4.5 (including WCF HTTP Activation)
Log on and open PowerShell and run the following script:
Install-WindowsFeature NET-Framework-Core, NET-Framework-45-Core, NET-WCF-HTTP-Activation45 -source d:\sources\sxs
image
Now Add the “Srv-ORC” and the “Orchestrator Users” to the Local Administrators group on the Orchestrator server.
This guide assumes you have installed SQL as required in your environment either a single server or AlwaysOn.  However you should note it must setup with the SQL_Latin1_General_CP1_CI_AS collation. 
Log on using a domain user account that is a member of the “Orchestrator Users” group and a local admin on the server.
Run SetupOrchestrator.exe from your installation media.
Click Install
image
Supply a name, org, and license key (if you have one) and click Next.  If you don’t input a license key it will install Eval version.
image
Accept the license agreement and click Next.
image
On the Diagnostic and Usage data click Next.
image
Check all boxes on the getting started screen, for:
  • Management Server
  • Runbook Server
  • Orchestration Console and Web Service
  • Runbook Designer
image
On the Prerequisites screen, check the boxes to activate/remediate any necessary prerequisites (such as IIS and .NET), and click Next when all prerequisites are installed.
The warning below is due to this just being a lab environment
image
Input the service account “Srv-ORC” and input the password, domain, and click Test. Ensure this is a success and click Next.
image
Configure the database server. Type in the SQL server name (and instance if using a named instance) to which you have the “System Administrator” (SA) rights to in order to create the Orchestrator database and assign permissions to it. Test the database connection and click Next.
image
Specify a new database, Orchestrator. Click Next.
image
Browse AD and select your domain global group for “Orchestrator users”. Click Next.
image
Accept defaults for the SCORCH Web service ports of 81 and 82, Click Next.
image
Accept default location for install and Click Next.
image
Select the option you require to send error information back to Microsoft.
image
Select the appropriate options for Microsoft Update, Customer Experience and Error reporting. Click Next.
image
Click Install.
image
Setup will install all roles, create the Orchestrator database, and complete very quickly.
image
Uncheck the boxes and click close.
Now you need to update to Update Rollup 1 (as of the time of writing).  https://support.microsoft.com/en-us/kb/3190603
image
Once the updates are complete open the Runbook Designer and that’s it!  In the next article we will look at the installation of Integration Packs.


Implementing System Center Orchestrator 2016 – Step by Step – Part 2 (Basic Configuration & Integration Packs)