Files
morpheus-docs/docs_mcp/api_lessons.md
T
justin fa448f94e1 build out morpheus-docs MCP stack, mirroring hvm-docs through Phases 1-13
Initial scaffold: the docs-mcp-template clone with all the
HVM-validated stack ported across, customized for Morpheus
Enterprise (PRODUCT_NAME=morpheus, server name morpheus-docs).

Bundles (live-discovered 2026-05-22; 1710 cataloged pages total):
* morpheus_user_manual_8_1_0  sd00007510en_us  568 pages (Feb 2026)
* morpheus_user_manual_8_1_1  sd00007621en_us  569 pages (Mar 2026)
* morpheus_user_manual_8_1_2  sd00007732en_us  569 pages (Apr 2026)
* morpheus_release_notes_8_1_0  sd00007496en_us  single-doc
* morpheus_release_notes_8_1_1  sd00007610en_us  single-doc
* morpheus_release_notes_8_1_2  sd00007733en_us  single-doc
* morpheus_quickspecs            a50009231enw     html-file (live
  curl_cffi against www.hpe.com; all 12+ Enterprise SKUs captured —
  S6E64..S6E73AAE for new/renewal/upgrade × 1/3/5-yr terms, plus
  services SKUs HA124A1#V38/V39 and H46SBA1).

No Deployment Guide or Qualification Matrix on HPE Support for
Morpheus Enterprise specifically — the only QM (sd00006551en_us)
covers HVM clusters managed by Morpheus and lives in hvm-docs.

Stack carried forward from hvm-docs:
* rag/{index,chunk,embeddings,bm25}.py — including the
  MAX_CHARS=4000 chunk-cap fix for table-dense content
* docs_mcp/{server,usage}.py — 11 MCP tools, BM25-default search,
  cross-encoder rerank, hybrid behind HYBRID_SEARCH=true,
  morpheus_api_lessons (renamed from hvm_api_lessons), env-gated
  submit_doc_bug
* docs_mcp/api_lessons.md — Morpheus-specific scaffold covering
  licensing model, HVM elevation path, REST vs Plugin API, with
  TODO markers for sections to flesh out from real ops experience
* scrape/{runner,quickspecs,changelog,bundles}.py — TOC + single-doc
  + html-file modes, curl_cffi Chrome120 for www.hpe.com edge bypass
* eval/{retrievers,run_eval}.py + queries.jsonl scaffold (4 placeholder
  queries; populate after first scrape)
* scripts/{rerank_server,usage_report,registry_gc}.py
* .gitea/workflows/{refresh,image-only}.yml — same Gitea Actions
  setup zerto-docs uses (push LAN, pull public-URL, GPU Ollama pool)
* deploy/docker-compose.yml — morpheus-docs-mcp service definition,
  shared jina-rerank sidecar, Watchtower-labeled
* Dockerfile, requirements.txt, requirements-rerank.txt

Verified locally: scrape produced 1599 .md pages (some TOC entries
are parent-only and yield no body), 6353 chunks all under the 4 KB
cap, MCP server boots and lists 11 tools cleanly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 15:26:24 -04:00

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6.2 KiB
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# HPE Morpheus Enterprise — Lessons
Notes and gotchas about running, integrating with, and licensing
**HPE Morpheus Enterprise Software** that aren't obvious from the
official docs alone. The official User Manual + Release Notes +
QuickSpecs describe the product as designed; this file is what
experienced operators actually learn.
> Treat this as living context. Update it when you (or the LLM
> driving this MCP) discover something non-obvious that the docs
> don't say or don't make findable. Each section is an H2 so the
> `morpheus_api_lessons(topic=...)` tool can return just the
> relevant piece.
## TL;DR
- **Morpheus Enterprise is the full cloud-management platform.** HPE
Morpheus VM Essentials (HVM) is the VM-only subset; Morpheus
Enterprise is what you "elevate to" when you need multi-cloud,
containers, automation, policy, FinOps, ITSM integration, and
self-service catalogs. The relationship is one-way upgrade.
- **Licensing is per physical CPU socket** on connected on-prem
clouds (bare metal, hypervisor hosts, Kubernetes worker nodes).
Public-cloud workloads (AWS / Azure / GCP / OCI) are factored at
**15 workloads per socket** equivalent.
- **All license SKUs include Tech Care Essentials 24×7** as part
of the license cost. There is no separate purchase for support
on the license tier.
- **`morpheus_quickspecs` is the source of truth for SKUs.** Don't
guess part numbers; query the QuickSpecs bundle.
## Licensing and SKUs
**Source of truth: the `morpheus_quickspecs` bundle.** Query it for
the current SKU list — the catalog updates more often than this
file does.
Pricing model summary (from QuickSpecs v1, 2026):
- **Per physical CPU socket** for connected on-prem clouds —
KVM/HVM hosts, VMware ESXi hosts, bare metal servers, Kubernetes
worker nodes. Count the **sockets**, not the cores; not the VMs.
- **Public cloud workloads factor at 15:1** — one socket of license
covers up to 15 public-cloud workloads (instances) across AWS,
Azure, GCP, OCI.
- **Term-based** licensing (not perpetual). 1, 3, and 5-year terms
on E-LTU SKUs.
- **All include HPE Tech Care Essentials** (24×7 support, 15-minute
response for severity-1) bundled into the license cost.
> The exact ratios and SKU names can change between QuickSpecs
> revisions. Use the `morpheus_quickspecs` tool / bundle for current
> values rather than memorizing.
## Elevation from HVM
The "elevate to Morpheus Enterprise" path is the canonical journey
for customers who started on HVM and outgrew it:
- **HVM clusters keep working unchanged after elevation.** You
don't redeploy the manager; you upgrade-in-place using a
Morpheus Enterprise license.
- **What changes:** the manager UI unlocks the full Enterprise
feature set — public-cloud integrations, container/Kubernetes
management, blueprints/catalogs, automation workflows, policy
engine, FinOps cost dashboards, ITSM connectors (ServiceNow etc.),
and the full REST API surface.
- **Existing HVM-tier work products survive the elevation:**
Instance backups, network pools, storage providers, user
accounts, integrations, scheduled jobs, etc.
The HVM User Manual page `Elevating to HPE Morpheus Enterprise`
(GUID-ECCA4FDD-37C8-45CE-A71F-C6E73B3BA713) walks the procedure.
See also the HVM `morpheus-docs` sibling MCP's
`hvm_user_manual_8_1_*` bundles.
## API surface — Plugin vs REST
Morpheus exposes two completely separate extensibility surfaces:
- **REST API** at `https://<manager>/api/` — external automation
and integration. Bearer-token authentication; tokens issued from
the user profile → API tokens UI. Full Enterprise API surface
available (vs HVM-only managers which 404 on Enterprise-only
endpoints).
- **Plugin API** — server-side extensions that load INTO the
manager process. Versioned independently of the platform
(Plugin API version listed in the Release Notes for each
Morpheus version). A plugin built for Plugin API 1.3.x may not
load on 1.4.x without changes.
**TODO — fill in real operational lessons as we accumulate them.**
## Multi-cloud onboarding
**TODO.** Each cloud (AWS, Azure, GCP, OCI, VMware vSphere, KVM/HVM,
OpenStack, Nutanix, etc.) has its own onboarding ritual: credentials,
networking, IAM roles, regions, storage providers, image catalogs.
Search the User Manual: `search_docs(query="Add AWS cloud
integration")`, `search_docs(query="Azure subscription cost")`, etc.
## Tenancy, RBAC, and groups
**TODO.** Morpheus Enterprise tenancy is one of the more complex areas
— tenants, roles, groups, account groups, persona-based access.
Lessons specific to "what surprised me" go here.
## Backups
**TODO.** Morpheus Enterprise inherits the backup framework HVM
introduced (Storage Buckets, Execution Schedules, Backup Jobs)
and adds: cloud-native backup integrations (AWS Backup, Azure
Backup), per-instance backup policies via the policy engine,
ServiceNow-driven backup orchestration. Document the gotchas you
hit.
## Common operational gotchas
**TODO.** This is where the "experienced operator hallway
conversation" notes go. Examples to seed (delete or replace as you
learn):
- **Service plan vs Instance type** — same concept, different
contexts. A service plan is the sizing template ("small / medium
/ large with these CPU/RAM"); an instance type is what you
provision FROM the plan. Operators conflate them.
- **Cloud integration credentials are tenant-scoped, not
global.** Adding a credential at the master tenant doesn't
cascade — sub-tenants need their own (or the policy engine
granting access).
- **Policy engine vs Logic library** — both live under
Library/Automation, both can gate provisioning. Policies are
preventive (block bad config), logic is generative (run scripts
on lifecycle events). Pick the right tool.
## Adding to this doc
Two ways:
1. Manually edit `docs_mcp/api_lessons.md` in this repo and commit.
The next image build picks it up.
2. Use `submit_doc_bug` for upstream issues, and append the
takeaway here once the docs team responds.
The point of this doc is to surface the kind of context an
experienced operator would mention in a hallway conversation but
that doesn't quite fit anywhere in the formal product docs. Keep
sections tight — one H2 = one topic the LLM can return on demand.