Step One – Start your VMware ESX Install by Creating a Checklist of Important Information

Step one in our step-by-step VM installation process is to make a pre-installation checklist with important information.

Before you even think about installing any software, make a checklist. The checklist will save you hours of frustration later on when the troubleshooting begins, which believe me, you will troubleshoot a lot while performing the simplest VM install.

I’ve found VMware documentation seriously lacking on this important step. We will go through our list of what you need to know during the install.

VMware ESX Server Pre-install Checklist:

1. Is your hardware supported? Check the HCL.

2. How many NICs will you have per host?

3. Is your network setup?

4. Is your DNS setup?

5. Make a list of name for your host servers. FQDN are required.

6. Is your storage configured right (SAN or NAS). iqn’s, igroups, LUNS, etc…

7. Do you have servers for running the VirtualCenter and MS SQL?

8. Do you have a list of IP addresses for your virtual networks?

9. Is your external network configured right? (VLANS, Routing)

10. Do you have the right license for your software?

11. Will you setup a license server for Flex licenses?

12. What patches do you need on your ESX host?

13. How big and how many LUNs of storage do I need?

14. What are best practices for installing ESX?

15. What are …

This is only the beginning. What else should be on this list?

Originally posted 2008-05-23 17:27:59. Republished by Blog Post Promoter

Best Fit Virtualization Criteria Checklist

Finding servers which are the “Best Fit” canadates for virtualization can be tricky. I have put together the following criteria checklist to help determine whether a new server provision or a P2V should use virtualization.

The Best Fit checklist uses my own criteria and weight recommendations but it can be modified with more liberal values.  However, remeber the “Best Fit” for virtualizing a server should always consider the user’s experience, too liberal will produce poor performance and complaining users.

The “Best Fit” file has been attached for you to use it as-is or you can make your own.  Open file: best-fit-virtualization-criteria-checklist-vminstall

Best Fit Virtualization Criteria Checklist

Requestor: ____________________________________________ Date: ___________________

Server Name: __________________________ Server Role: ______________________________

Primary Application: ______________________________ Database: ______________________

Purpose:

The purpose of this checklist is to evaluate new server provisions for server virtualization. The checklist criteria are designed to only allow “Best Fit” usage for virtualization. A weight of 3 or more will waive the server’s provision for virtualization.

Instructions:

Each item has a weight assigned. While going down the checklist place the weight value on the line to the left of the items that apply. Once you are complete, total the weights.

Checklist:

  ____ 1. Is the primary application supported when hosted on a VMware VM? Yes/No (If no add 3 Pt.) Self explanatory.
  ____ 2. If this is a database server will clustering be required? Yes/No (If yes add 3 Pt.) Caveat: If clustering is required, high availability is hindered on the host server.
  ____ 3. Is this server considered a fail-over for a physical server? Yes/No (If yes add 3 Pt.)    Caveat: Fail-over servers should be provisioned on an equivalent platform.
  ____ 4. Can recommended system requirements be scaled back (CPU/Memory)? Yes/No     (If no then use items 5 and 6 to calculate weight.
  ____ 5. Will memory requirement be greater than 2 GB? Yes/No (If yes add 1 and .5 for each additional 512 MB)
  ____ 6. Will disk requirements grow beyond a 20 GB (C: or Root disk) and 50 GB of combined additional disk space. Yes/No   (If yes add 1 and .5 for each additional 50 GB) How much? _____GB
  ____ 7. Will this be a temporary installation/deployment?  Yes/No    How many months? _____ (If yes can Lab Manager be used?) (0 Pt.)
  ____ 8. Will a database be hosted on the server (SQL/MySQL/Oracle)? Yes/No   Other ___________ (If yes add 1 Pt.)
  ____ 9. _______________________________________________________
  ____ 10. ______________________________________________________

(           )  A server with a total 3 and greater should not be virtualized.

Evaluation Summary: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Originally posted 2009-02-21 09:54:36. Republished by Blog Post Promoter

Microsoft Hyper-V Debutes for $28 per License

The long awaited Microsoft Virtual Server dubbed Hyper-V has now been released. At $28 a license, verses $7, 000 – $14,00 for VMware ESX, it should be well received with the economy possibly suffering from a recession.

Should you install Hyper-V instead of VMware VI? Let’s see, one of the many purposes of virtualization is to consolidate physical servers, especially those on old hardware that is out of warranty, to new hardware still in warranty. Granted VMware VI has quite a few whistles and bells such as HA, DRS and vMotion but I’m sure Microsoft will soon be able to duplicate these features and at $28, it might be worth the risk to consolidate those file , print or web servers to Hyper-V.

Here’s what Microsoft has to say about Hyper-V

Introducing Windows Server 2008 Hyper-V

Windows Server 2008 Hyper-V, the next-generation hypervisor-based server virtualization technology, allows you to make the best use of your server hardware investments by consolidating multiple server roles as separate virtual machines (VMs) running on a single physical machine. With Hyper-V, you can also efficiently run multiple different operating systems—Windows, Linux, and others—in parallel, on a single server, and fully leverage the power of x64 computing. Read more…

Where’s the catch Microsoft?

Here’s the catch, I think… I searched around and couldn’t find a version of Hyper-V that installs on Windows Server 2003, so you’ll need Windows 2008 to run Hyper-V.  That means more Microsoft license fees? This may not be a problem if you’re a Windows shop already headed in this direction and the money’s already in your IT budget, but what about shops that can’t upgrade due to strict compliance rules? Are they out of luck until Windows Server 2008 is approved for production? These are just a few questions I’ll have to research.

VMinstall.com Hyper-V Trials

I decided to download Windows Server 2008 and get started learning Hyper-V. More blogs to come on this subject. Here’s a link to Microsoft’s Hyper-V downloads (actually for Windows Server 2008 with Hyper-V) if you’re interested in testing out Hyper-V. Download Hyper-V

http://www.microsoft.com/downloads/details.aspx?FamilyId=F3AB3D4B-63C8-4424-A738-BADED34D24ED&displaylang=en

Also, here’s a step by step guide and instructions for how to install Hyper-V.

http://technet2.microsoft.com/windowsserver2008/en/library/c513e254-adf1-400e-8fcb-c1aec8a029311033.mspx?mfr=true

Hyper-V Installation Prerequisites and Requirements

http://technet2.microsoft.com/windowsserver2008/en/library/c513e254-adf1-400e-8fcb-c1aec8a029311033.mspx?mfr=true

VMware Virtual Infrastructure Vs. Microsoft Server 2008 Hyper-V

It’s too early to call a winner but I would definitely suggest checking out Hyper-V. I know first hand how expensive VMware renewals are so maybe if you don’t need all the whistles and bells that VMware offers, setting up a couple of Windows Server 2008 machines with Hyper-V might save you some money. Don’t get me wrong, I love VMware but I’ve supported it long enough to have formed an opinion on some of the down side (support and costs).

Here’s where I cut you loose to decide for yourself and please remember to recommend VMinstall.com to you friends.

Originally posted 2008-07-04 07:29:49. Republished by Blog Post Promoter

Creating Windows templates for deployment in Virtual Center

This will cover Windows templates but the same steps are used with Linux, except the Sysprep.

After you get your VM the way you want it, patches, secured and have your applications installed, you right click on it in the inventory windows of your virtual center and select “convert to template”.

Converting to a template will allow you to deploy new systems from the template that will have a unique SID. A clone is an identical copy of the original, which means it will have the same SID. So, don’t clone unless you plan to convert the clone to a template.

Also, to properly deploy a template you will need to copy the Microsoft Sysprep tools to the correct directory on your virtual center system – C:\Documents and Settings\All Users\Application Data\Vmware\VMware VirtualCenter\ . This will activate the custom deployment feature. Make sure you download the proper Sysprep file from Microsoft or get them off the Windows Server 2003 SP1 disk in the \Support\Tools\Deploy.cab file.

Once the Sysprep files are in place, when you deploy new system, you can customize the system just like you would if you were running the sysprep tool from the system. Then when you boot the new system it will start up like with what ever name, IP, time zone, etc you gave the system during the deployment.

Other things to consider are VM setting for your new system: CPU, memory, NIC, etc. Don’t over use resources!

Do you have a tip to share? Please post it in the VM install forum.

Originally posted 2008-05-23 17:30:16. Republished by Blog Post Promoter

ESX iSCSI Connection to NetApp

When it comes to connecting ESX Server to NetApp storage, there are two flavors: iSCSI and Fiber Channel. If your organization can afford FC, then you have a larger IT budget than most of us, so you should have IT staff trained to configure your LUN storage. However, for the rest of the tight budget IT department, iSCSI is the way to go.

I’m not going to cover the iSCSI connection step-by-step but I will provide a checklist for making a successful connection.

1. Have your storage administrator create a: 1) volume 2) qtree 3) LUN (give it a good name) 4) igroup 5) igroup map 6)enable chap. Note: The order of item 1 & 2 were corrected on 8/28/07 by the editor

2. Have your storage administrator add the iqn (world wide name) that you give him after you enable the software iSCSI connection in your ESX vkernel your created to the igroup on the NetApp filer. *** Remember this point. If you are setting up a shared LUN then make sure you have the storage administrator add the iqn for all the ESX Servers. This will be needed later for VMotion. ***

3. Get the IP address of the NetApp filer interface that communicates with iSCSI connections. This will be setup as the gateway in your iSCSI vkernel when you are prompted for a gateway IP. ***Remember this or you will be troubleshooting for hours!***

4. As mention in 2 and 3, you need to create a vkernel for the iSCSI to work then put the IP address that will be used for iSCSI, it will be on the same subnet as your filer.

5. Open the iSCSI tab in your ESX Server configuration and add the dynamic address of you filer, probably the same IP as your gateway.

6. Perform a scan for storage … If your lucky your LUN will be found.

troubleshooting: If not make sure you provide the chap password, verifiy all iqn’s were typed correctly, make sure you can ping the NetApp filer interface, make sure the firewall in allowing iSCSI traffic over port 3260 on the ESX Server in the security settings.

7. Configure the space.

For more details on this process search for “Network Appliance and VMware ESX Server 3.0 Storage Best Practices Document TR3428

Originally posted 2008-05-23 17:29:02. Republished by Blog Post Promoter

Great Websites and Blogs for VMware and other Virtualization Support

Today I did a Google search to see how many people like myself have started a blog or website to discuss or support virtualization (VMware, Hyper-V, Virtual Iron, etc). I was surprised to find so many cool websites with catchy names.

 

Take this name for example: www.vmwarewolf.com. Visiting the site I found quite a few posts on troubleshooting VMware, especially ESX. Lots of information on the old “ESX random disconnect from VirtualCenter” issue.

 

At the top of the Google search list was VMware’s own support community. If you support VMware Virtual Infrastructure and you haven’t visited the community yet, you are missing out. Here’s the link, go there now! Then come back and finish reading this post. http://communities.vmware.com/community/vmtn/suggest/support

 

One of my old favorites is www.VMGuru.com. I remember when this site was just taking off. The owner, Scott Herold, even wrote one of the first ‘worth a darn books” on Virtual Infrastructure. I must have downloaded the free chapters 10 times. Now you can download the whole book, but don’t be a cheap-skate, buy Scott, Ron and Mike book. VMguru.com has quite a few posting on every subject relating to VMware VI, such as platform, networking, storage, management and monitoring, VDI and scripting. Don’t just take my word for it go and visit www.VMGuru.com now then come back and finish reading my post.

 

OK, one site that I have really found useful over the years has been http://blog.scottlowe.org. I have watched this site grow in popularity and mature with every new version of ESX server. I think I might have run into Scott once at VMWorld 2007 in San Francisco, he was standing along the side where the computers for folks to check their email are and blogging away about what was going on at VMWorld. I think that was right after he got a new gig writing articles. If you can’t find what you are looking for on VMware support site, make sure you visit http://blog.scottlowe.org. Scott keeps up with almost every trend and product VMware related, or you will find a link to where you can find help. You go Scott! BTW, Don’t go visit Scott’s blog yet, or you will never finish reading my post.

 

This website, www.vminstall.com has been around since 2007. During that time I was supporting a new VMware Virtual Infrastructure deployment for Arizona State University. One day I happened to visit Godaddy.com and did a name search and lucky me, www.vminstall.com was available. VM Install has been through some changes over its existence as I’ve tried to keep it going with various types content. The original site was done in Drupal, and then last year I got rid of Drupal and the crazy job posting and re-did the site in WordPress with a clean professional template. I know some of my posts are old but they keep visitors coming for now. Heck, I’ve given up on trying to keep up with all the “techies” and now I just blog about niche things I figure will make system administrator or IT Managers think before making a mess of their virtual environment. Okay, I’m done talking about my website, VM Install.

 

A relatively new website that I have found while searching VMware problems is VMETC.com. It has a green and white template and a big presence on the web because so many people are linking to the RSS feeds. Don’t get me wrong, the owner of this site, Rich Brambley, whom I’ve never met, really knows his stuff. You go Rich, and by the way, the picture of you and your kids at the Falcon game is great. Too bad the Cards had to take them out in the play-offs, maybe next season, eh? VMECT.com is packed with posts with command line examples and solutions for all kinds of technical stuff, take this link title for instance: http://vmetc.com/2009/01/19/esxiesx-35-update-3-iscsi-and-fc-alert-queue-for-device-has-been-blocked/. Didn’t I tell you Rich knows his stuff?  

 

There are plenty more good websites, but two final sites I want to mention are www.wmware-land.com and www.VMtoday.com. VMware-Land is the place to go to find out who the “who’s” are in VMware blogging, plus there also hundreds of links to help you find what you’re looking for. Unfortunately, VMinstall.com hasn’t made it to his top ten list yet but that’s okay, just do a search on Google for “VM install”. Here’s the list borrowed from VMware-Land:

 

(1)   Yellow Bricks (Duncan Epping) – 9

(2)   Blog.scottlowe.org (Scott Lowe) – 2

(3) Mike D’s Virtualization Blog (Mike DePetrillo) – New

(4) NTPro.nl (Eric Sloof) – 6

(5) SearchServerVirtualization Blog (Various) – 3

(6) Virtualization Pro (Various) – 4

(7) VM /ETC (Rich Brambley) – 5

(8) RTFM Education (Mike Laverick) – 1

(9) Rational Survivability (Christofer Hoff) – 8

(10) Virtual Geek (Chad Sakac) – New

 

Note: Find more top ten list at http://vmware-land.com/Top_10_Lists.html

 

The other site is www.VMToday.com. VMtoday is a clean VMware News, Views, and How-To’s website, which for a moment I thought I was looking at my own site because the site has so much in-common with VMinstall.com. Jashua Townsend the site owner has good taste and you will find VMtoday informative. 

 

Summing up this blog post about some of the fantastic websites and blogs for VMware support and virtualization, I just want to ask all the webmasters mentioned above to keep up the great work. I’m just one of thousands who visit your site regularly for help and I don’t know what I’d do without you. Now can someone please tell me how to join my VMware VirtualCenter 2.5 to Microsoft Virtual Machine Manager (VMM), just kidding!

Originally posted 2009-02-07 09:29:44. Republished by Blog Post Promoter

VMware Lab Manager 3.0 Requires VirtualCenter

After spending a week on what should have been an easy project to designing a student lab environment at a well known online university, I am now stumped because of a change in VMware’s Lab Manager 3.0 requirements. Lab Manager 3.0 now requires VirtualCenter which poses a problem because this lab environment is isolated for security reasons away from the administration and production network.

In previous Lab Manager installs, I’ve just setup an ESX host, configured a VM with Windows Server 2003, installed the Lab Manager software and added the host servers for the lab environment. No VirtualCenter was required and it worked perfect on local storage. Now unless businesses are willing to redesign their networks, they will require another VirtualCenter for the  Lab Manager 3.0 environment to remain isolated.

Options are: 1) pay the extra $ for the VirtualCenter or 2) install older version of Lab Manager 2.5 (about $1295 per socket) or 3) $0, do without Lab Manager.

Originally posted 2009-01-21 18:30:25. Republished by Blog Post Promoter

To V or Not to V is the Question?

Buzz Word

 

Has virtualization become a buzz word in your strategic plan? Take the advice from someone who has spent years supporting VMware in three different enterprise environments – think before you V.

 

If all you plan is a small experimental cluster of virtual servers, it’s no big deal. The software is even free. VMware ESXi is the best way to go. But, remember, it’s only a seed for future growth. Growth which will evolve into a nest of unexpected problems if you don’t think before you start to roll out ESXi hosts for your DEV, QA and PROD environments.

 

V is not for Vendetta

 

Cynical as this may sound, it’s more truth than fiction! Five months from the day the first ESXi host is deployed in your datacenter you will have users complaining about poor performance, and your smartest system administrators will begin many long hours of research to solve riddles for virtualization backups, migrations, storage and other strange unknown glitches that are attributed to the “V” word.

 

Fix for SCSI Errors Filling Up Logs

 

If you are dabbling, like I said earlier go for it. Virtual servers are fun to work with – that is – until you get too many on one host and you need to reboot the host but you can’t because there is a DEV server that somehow has become a production server and is running a business critical application that absolutely cannot be bounced! Now your are caught between complaining users, worried managers and not knowing for sure if the fix applied by your system administrator will be the solution for the SCSI errors that are filling up the logs and killing performance. All you need to do is bounce the host to see if changing the queue depth does the job. It should because the ESX command was found by your system administrator when Googling “Fix for SCSI Errors Filling Up Logs”

 and reading through 50,000 threads about SCSI errors and VMware.

 

I am not trying to be sarcastic; I am trying to make you think! The incident about the SCSI error is a real situation that has played out in two of the three VMware virtual environments I have worked in. Google “SCSI error” + VMware and see for yourself.

 

Ignorance and Arrogance

 

The two biggest problems I have noticed since I started supporting VMware are ignorance and arrogance. Here’s what I mean.

 

“I” is for Ignorance

 

First, just about every virtual environment starts off with ignorant managers who do not understand what’s required to build a successful virtual environment. They just know everyone else is doing it and it’s supposed to save a lot of money. Unfortunately, all the future saving will go out the windows with support and license costs and lost labor. Support and license costs are easy enough to understand, but what do I mean by lost labor? Well, lost labor is the many hours, days and weeks that your top system administrators spend trying to solve VM riddles. Even when you purchase expensive support the problems don’t go away. In most cases someone just finds a work-around because the solution for the root cause is purchasing a new SAN or more powerful hardware because someone didn’t bother to check the HCL (hard compatibility list).

 

“A” is for Arrogance

 

Oh, then there’s the problems associated with arrogance. Here’s how this one plays out. You and the stakeholders decide to deploy a virtual infrastructure to save money, right? You start with the basic package of three hosts and a virtual center which quickly grows to 16 and 32 hosts (whistles and bells included are: vMotion, HA, DRS). Then you schedule a 30 minute meeting with your systems team and pick your best system administrator to lead the “Virtualization Project” (maybe even send him to training). He/she has built a ton of servers and even has a MCSE or RHCE. VMware is easy to setup. Just load the hosts, install the virtual center, and start building and P2Ving servers into the environment. It’s so easy, anybody can do it, right?

 

A week later, Wow! Everyone thinks you have the VMware god working for you. Pretty soon the VMware god gets vMotion running and HA to work. Next, scripts are running to reboot and auto-config VMs. Another 30 minute meeting is scheduled to plan out migrating servers into the virtual infrastructure; this plan is called the “Server Consolidation” Project. The system administrator has become a VMware expert in two months and this is his/her virtual environment…. Quoting from the good book, “Pride comes before the fall” .

 

I am a firm believer that history repeats itself so here’s what I am predicting happens next. Beneath the surface of your virtual world trouble is brewing. First the problems are small and your VMware expert can figure them out, then the problems get bigger and like any normal person would do, the expert doesn’t tell anyone because they’ve gotten used to being called the VMware god and they don’t want anyone to know they are really mortal. Soon emails starting trickling into your inbox and you are the CC:. The subject states “why is my VM so slow logging in?”. Soon it’s no longer a trickle and you are now the “To:” from all the users and the VMware god is at the end of the list which includes everyone in the GAL and your boss. The cat’s out of the bag, there’s a problem with  VMware and everyone now knows the VMware god is mortal and they come looking for you. No this is not a Steven Spielberg novel it’s real world stuff…

 

How Do You Measure Success – Invisible

 

The worst thing that could’ve happened to your virtual infrastructure has happened. Technically things are fixable but what will not be fixed any time soon is the bad user experience that has affected hundreds or even thousands of users who work on servers that were virtualized. All your effort to sell virtualization to the business units has just been destroyed and users don’t want virtual servers any more. Managers even demand that all their applications are moved off your virtual infrastructure because they can’t handle bad performance and complaining workers any longer.

 

Rule of thumb: The measurement of a successful VMware deployment is not how many VMs can be hosted per ESX host, its how many users can be satisfactorily serviced without them knowing they are using virtual technology. Virtualization should be invisible. Once users start noticing foot prints in the snow, it’s over before a shot is fired.

 

Do It Right the First Time

 

If to V or not to V is still the question then here’s my recommendations? Don’t even setup a single host, even with the free version ESXi if you don’t plan to do it right. It will just snowball from there into a monster with unexpected results and in the end users will think all virtual environments are the same – crap!

 

If I haven’t deterred you and you still want to virtualize, then here’s the right way to do it. (Pardon my arrogance).

 

First, work closely with vendors. Listen to them and let them guide you. Yes, they will try to sell you better equipment, but not because they want to take advantage of you. They can’t tell you this but they know you will have problems if you buy the cheapest equipment. My guess is you will still be tempted to buy the cheap stuff then later you will blame the vendor when the users start emailing you about their bad experience. As I stated earlier, it will be too late and you are to blame.

 

For those who do listen to their vendor’s advice, the next item is more important. Hire an experienced VMware administrator. Don’t try to turn a system or network administrator into a VMware administrator. VMware administrators are specialists just like a DBA. Here’s why, VMware is an infrastructure technology, not a server technology. Sure a system administrator can become a skilled VMware administrator, I did. Here’s why you need someone from the outside, they will be objective about things like storage, networking, and quality. Existing internal staff will cut corners because they always do, you just don’t know about it. And, chances are likely that you will trust an outsider’s discretion more than a buddy or subordinate. If it’s done right the users will never know the difference, if it’s done wrong, everyone all the way up to the CEO will be sending you an email.

 

Third, virtualization requires total collaboration with storage, networking, developers, operations and business unit managers. If you can’t enlist them to work together as the “Virtualization Team” forget it. There’s nothing more frustrating than trying to figure out a problem when storage administrators will not let you verify they are using “Best Practices” for zoning your ESX host server storage fabric, or when a network administrator will not do what you ask when you tell them why curtain VLANs need to be trucked on all four data ports for the same host. The list of people hassles goes on…

 

Forth, this is more important than food and water. Please, heed my warning. After everyone has done the best they can do to make sure your virtual infrastructure will work and be a success. Do not come out of left field with your own ideas and change everything after weeks and months of planning. Don’t change the SAN from tier 2 to tier 3. Don’t buy a cheaper model of server. Don’t redo how the servers will be backed up. Don’t change anything… The time for making changes is during the planning process or when an unexpected problem surfaces. The problem should not be you at the last minute throwing a wrench into the mix. Please!

 

Finally, virtualization is a great technology that will eventually find it’s way into your datacenter whether you want it or not. The way you choose to go is simple: let it evolve into a monster that everyone will hate or, plan and architect its deployment into something nobody knows exists. Remember, virtualization should be transparent to the users. When they know it’s there, someone hasn’t done their job right.

 

Conclusion!

 

To virtualize or not to virtualize is the question? My answer to this question is in the form of a question, “How important are people to you?” If their satisfaction is the most important thing on your list and if happy people pecking away on the keyboard is your top priority then make sure when you begin to assemble your virtualization team and you start scheduling 30 minute meetings, everyone knows from the first day until the project is completed that the objective is “virtualization should be invisible to the user”.

 

Originally posted 2008-11-11 13:04:10. Republished by Blog Post Promoter