A free course in the installation and use of the free VMware vsphere Hypervisor (ESXi)

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1 A free course in the installation and use of the free VMware vsphere Hypervisor (ESXi)

2 John Borhek, VCP3, VCP4, VSP, VTSP VMsources Virtualization

3 Introduction

4 1. Introduction / Terms and Concepts 2. Installing the VMware Hypervisor (ESXi) 3. Configure ESXi 4. Building Virtual Machines & Installing VMware Tools 5. P2V Migration with the VMware Converter 6. Creating a Virtual Router with PfSense

5 2010 Virtualization Centralized operations 1965 Mainframe Era Centralized operations 1995 The X86 PC revolution Server Proliferation 1980 Micro/Mini Computer

6 ESXi, VMware Hypervisor The basic package which is installed on hardware and makes possible virtualization. Host VMware uses this term interchangeably with ESX or ESXi Virtual Machine A container which is capable of installing and/or running an operating system Guest An operating system running on a hypervisor within a Virtual Machine container COS Console Operating System which is responsible for providing a user interface on the server itself

7 General Purpose (vestigial) Operating System Programs and data that provide common services for efficient execution of various application software not specific to a hypervisor. Bootstrapping A technique by which a simple computer program is required to activate a more complicated system of programs. Boot Loader A program required to bootstrap an operating system: GRUB for Linux, ntldr.exe for Windows ISO Image A disc image of an optical disc. ISO images can be created from optical discs, or can be used to recreate optical discs using software from a file.

8 A software layer or operating system which presents hardware to the guest operating systems. Multiple instances of a variety of operating systems may share the hardware resources of a single host. Traditional Architecture Virtual Architecture

9 VMware invented virtualization for the x86 platform First product VMware Workstation released in 1999 GSX (Now VMware Server) and ESX Server first released in 2001

10 Virtual Machine X86 hypervisor Application Host OS (Linux/Windows) Application Virtual Machine X86_64 hypervisor Management Operating System Type 2 hosted Type 1 Bare Metal

11 Type 2 hosted Virtualization Hypervisor runs as an application service on top of a full, traditional operating system All Virtual Machine hardware is presented by the host operating system (Windows/Linux) Type 1 Bare Metal Virtualization Hypervisor runs in conjunction or in place of a traditional operating system Actual hardware resources from host server are apportioned to Virtual Machines

12 In the beginning, hypervisors ran in conjunction with a traditional vestigial operating system like Windows or Linux Operating system was installed directly on hardware and was required to bootstrap hypervisor (virtualization)

13 Hypervisor starts first No traditional / vestigial OS Management resources (if any) run separately as a VM or application framework vsphere Management Virtual Machine Appliance (vma) X86_64 hypervisor Type 1 Bare Metal

14 ESXi is just the VMware Hypervisor Onboard management limited to configuration of management network IP ESX is the VMware Hypervisor and a Linux Virtual Machine called the Service Console Full command-line COS on each ESX Server Configure hypervisor Configure storage Configure networking Configure/manage Virtual Machines

15 Using the vsphere Client, you can: Create and run Virtual Machines Up to 4 vcpu per VM Connect to SAN (iscsi or Fibre Channel) Use NFS shares Create and manage VMware Standard vswitches May be licensed for additional VMware services at any time by purchasing a different key

16 Standalone use only, no vcenter server precludes the use of many VMware Services: vmotion HA DRS Fault Tolerance Clones Templates Customization Specification (sysprep) Much More..

17 Command line management with the vcli or vma limited to queries (read-only) Up to 256 GB RAM per Server Symmetric Multiprocessing (vsmp) limited to 4 CPU s

18 Use the VMware Compatibility Guide: earch.php

19 Many resources available online Must be true 64-bit capable hardware Will need supported NIC Intel Pro 1000 Broadcom Gigabit SCSI or supported SATA controller

20 Set BIOS time & date Update Firmware Enable hardware-assisted virtualization Intel VT AMD-V Configure directly-attached storage RAID 1 recommended for supported SCSI Delete pre-existing partitions (recommended)

21 Installing the VMware Hypervisor (ESXi)

22 Download the free VMware Hypervisor (ESXi) and license key Burn ISO image to CD Place CD in optical drive Power-on server and install ESXi

23

24 Burn the ISO to a blank disk. Do not extract the ISO and place the files on a disk!

25 Use the default option.

26 Hypervisor loads first

27 Press (Enter) to Install

28 Be sure to read and accept the VMware EULA

29 Install ESXi to a Local storage device

30 Press F11 to install

31 Installation takes just a couple of minutes!

32 Remove CD and press (Enter)

33 Server will reboot

34 Downloaded the free VMware Hypervisor (ESXi) and license key Burnt the ISO image to CD Placed CD in optical drive Powered-on server and installed ESXi

35 Configuring the free VMware Hypervisor

36 Set Password Configure Management Network Download and install the vsphere Client Connect to ESX Server Apply License to ESXi Configure NTP

37 Choose a secure password

38 The Management Network will be used to connect to ESXi with the vsphere Client.

39 Choose IP Configuration

40 Set an IP address which is part of your Management Network

41 Set DNS for your Management Network

42 Choose a hostname for your ESXi

43 Browse to the IP address of the ESXi Download the vsphere Client Download comes from vmware.com

44 Connect as: root with the password you set

45 Place a check mark to Install this certificate, then choose Ignore

46

47 Select: Configuration > Licensed Features > Edit

48 Choose: Assign a new license key to this host

49 Choose Enter Key Enter the license key which was provided when the VMware Hypervisor was downloaded When key is entered, allowed usage will be shown

50 Set ESX Server to Stratum 1 NTP time source Individual server example time.nist.gov Pool example (preferred) 0.north-america.pool.ntp.org 1.north-america.pool.ntp.org 2.north-america.pool.ntp.org Use VMware Tools to set VM time to ESX time Ensure accurate logging Prevent VM time drift

51 Select: Configuration > Time Configuration > Properties

52 Set the time manually to the correct time Choose: Options

53 Choose: NTP Settings > Add

54 Specify a NTP Server or Pool of NTP Servers

55 Password is set Management Network has been configured vsphere Client downloaded and installed Connected to ESX Server Configured licensing Configured NTP

56 Building Virtual Machines & Installing VMware Tools

57 What is a Virtual Machine? Create a new Virtual Machine Install the Operating System Install VMware Tools Use VMware Tools to set Virtual Machine Time

58 A Virtual Machine is a container which has been compared to: an efficient, isolated equivalent of a physical computer. Virtual Machines have: Hardware (CPU s, NIC s, RAM, Disk) Bios (Phoenix)

59 It is important to relate the operation of a Virtual Machine to its physical counterpart Do not begin to diagnose problems differently because a computer is a Virtual Machine

60 Right-click on the ESXi and choose: New Virtual Machine

61 Choose Custom configuration

62 Choose a name which is representative of the VM.

63

64 Choose Version 7

65 Choose the correct Operating System

66 Choosing fewer CPU s is often better than choosing too many CPU s and wasting resources.

67 Choose an appropriate amount of memory for your requirements ESXi uses many techniques to reclaim memory which is not actively in use. ESXi is capable of efficiently over committing memory resources

68 Use the adapter suggested by the New Virtual Machine Wizard, it will most likely be compatible with your OS choice. E1000 for Windows 7, Server 2008 and Linux Flexible for XP and legacy.

69 Use the SCSI Contriller suggested by the New Virtual Machine Wizard, it will most likely be compatible with your OS choice. LSI Logic SAS for Windows 7 / Server 2008 LSI Logic Parallel for XP / Server 2003

70 Choose: Create a new virtual disk

71 Select disk size Thin provisioned disks will only utilize allocated space on a datastore but can perform poorly No need to support clustering features with free VMware Hypervisor

72

73

74

75 Is used for Management and OS installation ONLY Not used for user/desktop connections Not encrypted should be run on secure networks only Power Off Power ON Create Snapshot Connect Floppy Connect CD/DVD/ISO Snapshot Manager

76 Virtual Machine must power-on before connection can be made to CD/ISO Until the VMware Tools are installed, mouse and keyboard are either IN or OUT of the console Use Ctrl + Alt to release mouse and keyboard

77 You can connect to: The CD/DVD on your workstation An ISO image on your workstation The CD/DVD of the ESXi An ISO image which has been uploaded to the ESXi

78 Choose: VM > Guest > Send Ctrl + Alt + del You can also use the key combination Ctrl + Alt + Ins

79

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92 The VMware Tools are essential to efficient Virtual Machine operation and interaction Mouse and Keyboard Display improvement Memory management Time Storage Drivers much more.

93 Choose: VM > Guest Install/Upgrade VMware Tools

94 The VMware Tools packages are stored by default on each ESX and ESXi as ISO images ESXi may not have as many varieties of VMware Tools as ESX Previously connected CD/DVD/ISO is disconnected automatically

95

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100 May be a good time to change computer (DNS) name or join domain before restart.

101 Locate VMware Tools in the System Tray

102 Place a check mark in Time synchronization between virtual machine and the ESX Server

103 Virtual Machines defined Created a new Virtual Machine Installed the Operating System Installed VMware Tools Used VMware Tools to set Virtual Machine Time

104 Physical to Virtual (P2V) Migrations with the VMware Converter

105 Download and Install the VMware Converter on a physical PC Convert the physical PC to a VM Edit the properties of the VM

106

107 Install on source PC In this case, an older XP box

108 Next Next

109 Choose I accept the terms in the License Agreement > Next Select a destination folder and choose: Next

110 VMware Converter Standalone can convert both local and remote PC s. To install all components choose: Local Installation

111 Finish and Run Client

112 Choose: Convert Machine

113 Choose Powered on machine Specify a machine This local machine

114 Destination type VMware Infrastructure Virtual Machine Specify Server IP User Name Password

115 Set Virtual Machine name

116 Choose datastore Set Virtual Machine to Version 7

117 Options Edit Networks If physical machine converts and NIC is connected, a hostname and/or IP address conflict will result!

118 Un-check Connect at power-on

119 Check Install VMware Tools on the destination Virtual Machine

120 Choose Finish

121 Fast (gigabit) networks help!

122 11 Minutes for 20 GB!

123 Before powering-on any converted Virtual Machine, it is important to remove unnecessary and/or obsolete hardware. Parallel ports Serial ports Floppy drive more

124 Converted physical PC s or Servers often contain lots of unneeded hardware Serial Ports Floppy Disk Parallel Ports Extra CD/DVD Unneeded hardware consumes resources on both ESXi and VM

125 Either turn off source physical PC or- edit the hostname and IP of this VM before connecting networking Choose: OK

126

127 The VMware Tools installation will cause new hardware to be found.

128 Disable unnecessary services screensaver display drivers sound CD/DVD Writer etc.

129 VMware Converter downloaded and installed on a physical PC Converted the physical PC to a VM Edited the properties of the VM and removed unnecessary hardware Powered on converted Virtual Machine

130 Building a Virtual Router for an all-in-one ESXi

131 Why use a virtual router Download pfsense Create a Virtual Machine use as a router Configure networking for ESXi Install pfsense router Configure pfsense

132 Reduce physical hardware required Improve firewall/router services Firewall Rules Port Forwarding Traffic Monitoring Captive Portal

133 We recommend doing a new install instead of using the VMware Appliance

134 Pick a mirror, then download the installer: pfsense-x.x.x-release-livecd-installer.iso.gz

135 The file is gzipped (*.gz) so Windows native will not un-zip it. We use: 7-ZIP

136 Select: Configuration > Networking > Add Networking

137 This will be a Virtual Machine Connection Type

138 You will know which adapter is unclaimed because its speed will be listed as down

139 Label the new network WAN

140 Finish

141 The new vswitch appears right below the existing vswitch

142 Right-click on the ESXi and choose: New Virtual Machine

143 Choose Custom configuration

144 Choose a name that describes the Virtual Machine

145 Choose a datastore

146 Virtual Machine Version 7

147 Choose: Other > FreeBSD

148 1 CPU

149 1GB RAM is more than sufficient for pfsense

150 Connect 2 NIC s to the Virtual Machine Place 1 in the LAN (VM Network) Place 1 in WAN

151 LSI Logic Parallel

152 New Disk

153 4 GB Disk will do

154 SCSI Disk please

155 Ready to complete

156 Router is now included in both networks

157 Open Console Power-on and allow to boot to PXE on no OS found

158 Virtual Machine must power-on before connection can be made to pfsense ISO Until the VMware Tools are installed, mouse and keyboard are either IN or OUT of the console Use Ctrl + Alt to release mouse and keyboard

159 You can connect to: The CD/DVD on your workstation An ISO image on your workstation The CD/DVD of the ESXi An ISO image which has been uploaded to the ESXi

160 Locate pfsense ISO connect to ISO image on local disk..

161 Choose: VM > Guest > Send Ctrl + Alt + del You can also use the key combination Ctrl + Alt + Ins

162 Allow pfsense to boot or choose option 1

163 Until you install it, pfsense runs as a live operating system from the ISO

164 Do not set up VLAN s at this point (even if you use them)

165 Generally the adapters will appear in the order which they are added to the VM

166 Choose option 99

167 Accept

168 Quick/Easy Install (you can always change it later)

169 Yes, you are sure!

170 It s not like boiling water, it goes pretty quickly

171 Uniprocessor

172 Reboot

173 The Virtual Machine, not ESXi

174 Disconnect any existing router from LAN, turn off any DHCP service on LAN Plug the unused NIC on ESXi into a WAN port pfsense is now your gateway If pfsense is not on the correct network, change the LAN IP

175 If your provider requires static IP, configure it from the web interface later

176 From a LAN attached PC, do the following: Start > Run > cmd ipconfig /release ipconfig /renew Should see an IP supplied by pfsense!

177 Browse to the IP address of pfsense (gateway) username: admin password: pfsense

178 Logging in will automatically start the wizard

179 Set hostname and DNS

180 Any NTP server, the default included, will do

181 If pfsense is not configured for your network you can change it now

182

183

184 Reload should take considerably less than 120 seconds, try clicking the icon after 30

185 Log in with your password

186 Browse to: System > Packages

187 Click the + symbol to the right of Open-VM- Tools

188 Takes about 5 minutes, screen reloads several times

189

190 Downloaded pfsense Created a Virtual Machine for use as a router Configured networking for ESXi Installed pfsense router Configured pfsense

191 Call VMsources

192 VMware, VMware vsphere, ESX, ESXi, VMware vsphere Hypervisor, VMware vcenter, VMware vcenter Converter, VMware Workstation, DRS, HA, Fault Tolerance, and VMotion are registered trademarks of VMware, Inc. This document was created using the official VMware icon and diagram library. Copyright 2010 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at VMware does not endorse or make any representations about third party information included in this document, nor does the inclusion of any VMware icon or diagram in this document imply such an endorsement.

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