Lab Manager Installation and Upgrade Guide

vCenter Lab Manager 4.0

This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition. To check for more recent editions of this document, see http://www.vmware.com/support/pubs.

EN-000174-01

Lab Manager Installation and Upgrade Guide

You can find the most up-to-date technical documentation on the VMware Web site at: http://www.vmware.com/support/ The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: docfeedback@vmware.com

Copyright 20062011 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 http://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies. Lab Manager is distributed with AxpDataGrid, a third-party product, copyright by Axezz, Oslo, Norway, http://www.axezz.com/axpdatagrid.

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Contents

AboutThisBook

1 IntroducingLab ManagerandtheInstallationProcess 7
LabManagerComponents 7 OverviewofLab ManagerInstallationProcess 8

2 InstallationRequirementsandRecommendations 9
vSphere4.0RequirementsandRecommendations 9 ESX/ESXiServerRecommendations 10 vCenterServerRecommendations 10 DatastoreRequirementsandRecommendations 11 Lab Manager ServerRequirementsandRecommendations 11 OperatingSystemandFramework 11 CPUSpeed 11 Processor 11 HardDisk 12 Memory 12 Network 12 CDorDVDDrive 12 SystemClock 12 Lab ManagerServerRecommendations 12 InstallIISontheLab ManagerServer 13 ChecktheVersionofanExisting.NETFrameworkInstallation 13 Installthe.NETFrameworkontheLab ManagerServer 13 CredentialRequirementsforConnectingtovCenterServerfromLab Manager 13 WebConsoleAccessRequirements 15 SetInternetExplorerOptions 15 NetworkRequirements 16 ConfiguringRouting 16 ConfiguringDomainsandPermissions 16 ConfiguringFirewallSettings 16 GatheringNetworkInformationforInstallation 17 IPAddressesforVirtualMachines 17 SecurityRequirementsandRecommendations 18 SetWindowsSecurityPolicies 18 GenerateaCustomSSLCertificate 18

3 InstallingLab Manager 21
InstalltheLab ManagerServerSoftware 21 InitializeandConfigureLab Manager 22 ChoosingaLab ManagerSystemName 23 StaticIPandDHCPNetworking 24 BackingUpthePasswordEncryptionKey 24 UninstallLab Manager 24 RemoveSQLServer2005Components 25

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Lab Manager Installation and Upgrade Guide

4 UpgradingtoLab Manager4.0 27
SupportedUpgrades 27 UpgradingfromLab Manager3.x 27 BackUptheLabManagerDatabase 27 UpgradeVirtualCenterServertovCenterServer4.0 28 InstalltheLab ManagerServerSoftware 28 UpgradeandConfigureLab Manager 29 UnderstandingtheUpgradefromLab Manager3.x 29 UpgradingfromStageManager1.x 29 UndeployAllStageManagerVirtualMachines 29 BackUptheStageManagerDatabase 30 UninstalltheStageManagerProgramFiles 30 UpgradeVirtualCenterServertovCenterServer4.0 30 InstalltheLab ManagerServerSoftware 30 UpgradeandConfigureLab Manager 31 UnderstandingtheUpgradefromStage Manager1.x 32 Organizations 32 Workspaces 32 Configurations 33 UsersandGroups 33 RolesandRights 33 Sharing 33 Networking 33 UpgradingESXServer 34

Index 35

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About This Book

TheLab ManagerInstallationandUpgradeGuideincludesinstallation,upgrade,andconfigurationtasksfor VMwarevCenterTMLab Manager.

Intended Audience
ThisguideisintendedforVMwarevSphereTMadministratorsandcurrentvCenterLabManagerandvCenter StageManageradministrators.

Document Feedback
VMwarewelcomesyoursuggestionsforimprovingourdocumentation.Ifyouhavecomments,sendyour feedbacktodocfeedback@vmware.com.

Technical Support and Education Resources

Thefollowingsectionsdescribethetechnicalsupportresourcesavailabletoyou.Toaccessthecurrentversion ofthisbookandotherbooks,gotohttp://www.vmware.com/support/pubs.

Online and Telephone Support

Touseonlinesupporttosubmittechnicalsupportrequests,viewyourproductandcontractinformation,and registeryourproducts,gotohttp://www.vmware.com/support. Customerswithappropriatesupportcontractsshouldusetelephonesupportforthefastestresponseon priority1issues.Gotohttp://www.vmware.com/support/phone_support.

Support Offerings
TofindouthowVMwaresupportofferingscanhelpmeetyourbusinessneeds,goto http://www.vmware.com/support/services.

VMware Professional Services

VMwareEducationServicescoursesofferextensivehandsonlabs,casestudyexamples,andcoursematerials designedtobeusedasonthejobreferencetools.Coursesareavailableonsite,intheclassroom,andlive online.Foronsitepilotprograms andimplementationbestpractices,VMwareConsultingServicesprovides offeringsto helpyouassess,plan,build,andmanageyourvirtualenvironment.Toaccessinformationabout educationclasses,certificationprograms,andconsultingservices,gotohttp://www.vmware.com/services.

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Lab Manager Installation and Upgrade Guide

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Introducing Lab Manager and the Installation Process

VMwarevCenterLab Managerisanapplicationthatprovidesarapidprovisioningportalandimagelibrary managementsystemtoautomatethesetupandteardownofmultimachinesoftwareconfigurationsand manageservicetransitionactivities.LabManagerleveragesVMwarevSphereandVMwarevCenterto providevirtualinfrastructureresourcestomultipleteams,projects,andgeographiesfromacentrallocation. UsingLab Manager,youcancreateasharedvirtualmachinelibrarythatstorescommonlyusedconfigurations andprovideuserswithselfserviceaccesstotheseconfigurationsforapplicationdevelopment,testing, support,training,softwaredemonstrations,andmore.Lab Managersystemadministratorscontrolaccess rights,storagequotas,anddeploymentpolicies. SeetheLab ManagerUsersGuideforafulloverviewoftheproduct. Thischapterincludesthesetopics:

LabManagerComponentsonpage 7 OverviewofLab ManagerInstallationProcessonpage 8

Lab Manager Components

Lab ManagerrequiresVMwarevSphere.VMwareESXandESXihostsprovidethememoryandCPU resourcestorunLab Managervirtualmachines.Lab ManagermanagestheESX/ESXihoststhroughaVMware vCenterServersystemandtheLab Manageragentinstalledonthosehosts.ESX/ESXihostscontinuetofunction evenifthevCenterServersystembecomesunreachable(forexample,thenetworkconnectionissevered). vSpheredatastoresprovidesharedstorageforLab Managervirtualmachinesandmediafiles(forinstalling guestoperatingsystemsandapplications). UserscanaccesstheLab ManagerserverthroughWebandSOAPinterfaces:

UseMicrosoftInternetExplorerorMozillaFirefoxtoaccesstheLab ManagerWebconsoletointeractwith theLab Managerserverusingtheuserinterface. UsetheLab ManagerSOAPAPItoaccesstheLab Managerserverprogrammatically.TheSOAPAPI allowseasyintegrationwithbuildmanagementsystemsandautomatedtestingtools.Formore information,seetheLab ManagerSOAPAPIGuide.

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Figure 11illustratesthecomponentsofLab ManagerandhowitworkswithVMwarevSphere. Figure 1-1. Lab Manager Components

Lab Manager Web Console or SOAP API

HTML over HTTPS

VM Consoles: TCP 902, 903

Lab Manager Server

VIM API

VMware vSphere vCenter Server

ESX/ESXi servers

FC, iSCSI, or NFS

shared storage
virtual machines and media

Overview of Lab Manager Installation Process

TheinstallationprocessinvolvesthetasksdescribedinTable 11. Table 1-1. Installation Tasks and Descriptions
Task SetupvSphere4.0 PreparetoinstallLab Manager CreatetheLab Managerserver Initializeandconfigure Lab Manager Backupthepasswordencryption key Description SetupESX/ESXi3.5or4.0hostsandvCenter4.0.VMwarerecommendsthatyou setupatleasttwoESX/ESXihostsbeforesettinguptheLab Manager server. Prepareyourtargetsystemandmakesurethatitmeetsallsoftwareandhardware requirements. InstalltheLab Manager serversoftware. Configureresources,networking,andotherareasusingtheInitializationwizard. BackupthekeythataffectspasswordsforvCenterServer,ESX/ESXihosts,andthe SMTPserver.

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Installation Requirements and Recommendations

TouseLab Manager,yoursystemmustmeetcertainrequirements.Thischapterincludesthesetopics:

vSphere4.0RequirementsandRecommendationsonpage 9 DatastoreRequirementsandRecommendationsonpage 11 Lab Manager ServerRequirementsandRecommendationsonpage 11 CredentialRequirementsforConnectingtovCenterServerfromLab Manageronpage 14 WebConsoleAccessRequirementsonpage 16 NetworkRequirementsonpage 16 SecurityRequirementsandRecommendationsonpage 18

vSphere 4.0 Requirements and Recommendations

LabManagersupportsvSphere4.0Standard,Advanced,Enterprise,andEnterprisePluseditions. TosupporttheLab Managerhostspanningfeature,youmusthaveanEnterprisePluslicense. Lab Managerrequires:

TwoormoreESX/ESXi4.0serversfromtheESX/ESXihardwarecompatibilitylist Lab ManagersupportsESX/ESXi3.5hosts,ESX/ESXi4.0hosts,oramixof3.5and4.0hosts.Youcannot mixESXversionswithinacluster. Youcanusethehoststocreateclustersandresourcepools,butallthehostsmustbelongtoasingle datacenter. VirtualmachinesandvirtualmachinetemplatescreatedwithLabManager3.xorStageManager1.xuse virtualmachineversion4.Youcancreate,run,andeditthesevirtualmachinesandvirtualmachine templatesonESX/ESXi3.5and4.Whenyoucreateanewvirtualmachineorvirtualmachinetemplate withLab Manager4.0,youcanspecifyvirtualmachineversion4orvirtualmachineversion7.Virtual machineversion7isnotcompatiblewithESX/ESXi3.5.

OnevCenter4.0server

ForallvSphere4.0requirements,seethevSphere4.0documentationsetandESX/ESXihardwarecompatibility listsavailableontheVMwareWebsite,http://www.vmware.com. Lab ManagersupportsVMwarevSpherecapabilitiessuchasVMwareVMotion,VMwareDistributed ResourceScheduler(DRS),andVMwareHighAvailability(HA).Thesearedistributedservicesthatenable efficientandautomatedresourcemanagementandhighvirtualmachineavailability.Lab Managerdoesnot supportVMwareFaultTolerance(FT)orvSpherelinkedclones.FTisdisabledforallvirtualmachines managedbyLab Manager.

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ESX/ESXi Server Recommendations

ToachievethebestpossibleperformancefromyourLab Managerserversystem,VMwarerecommends specificconfigurationsettingsforESX/ESXihosts.

UsethesamehostCPUacrossallhostsintheLab Managerenvironment. CPUhomogeneitymakesvirtualmachinesmoremobileforLab Managerdeploymentandallows Lab ManagertoderivebenefitsfromfeaturessuchasVMotion,DRS,andHA. Inaddition,ifyoudonothaveahomogenousCPUsetupacrosshosts,youmightnotbeabletoredeploy suspendedvirtualmachinesorvirtualmachineswithsavedstate.Thesevirtualmachinesrequireahost thatiscompatiblewiththeCPUoftheoriginalhostonwhichthevirtualmachinewasdeployed.

Totakeadvantageofvirtualmachinemigration,makesurethatallhostshavemoreCPUsthanthe numberofvirtualCPUsonatypicalvirtualmachineinLab Manager. UseclusterswiththesamehardwaretogainthegreatestbenefitsfromHA,DRS,andVMotion. Usestorageareanetwork(SAN)storage. TheminimumrequirementisalocalSCSIdrivewithasupportedSCSIadapter,butthishardwaresetup doesnotallowyoutosharevirtualmachinesacrosssystems.

Usesharedstorage.AlargernumberofhostswithsharedstorageallowsLab Managertotakeadvantage ofvSphere4.0capabilities.Ifyoustorevirtualmachinefilesonlocal(notshared)storage,youcanonly deploythevirtualmachinesonthelocalESX/ESXihost. Haveaminimumof500MBavailableinthe/varpartition. Have120MBavailableinthe/usrpartition. GroupmultiplephysicalNICstogether. GroupingallowstheNICteamtoincreaseperformancebydistributingthetrafficacrossthosephysical networkadaptersandtoprovidepassivefailoverintheeventofhardwarefailureornetworkoutage. Forbestperformanceandsecurity,usedifferentvirtualswitchesfortheESXserviceconsoleandvirtual machineportgroups.

SetuptheVMkernelnetworkforNFSvirtualmachineandmediadatastoresandforusingVMotionand DRS.Formoreinformation,seethevSpheredocumentation. Forbestperformance,usedifferentvirtualswitchesfortheVMkernelportgroupandvirtualmachineport groups.

ConfigureESXihostloggingtosendsystemlogstoadatastoreorremotehost. Bydefault,ESXihostsdonotsavesystemlogstopersistentstorageandthelogsarenotpreservedacross reboots.Forinformationabouthowtoconfigurelogging,seetheVMwarevSpheredocumentation.

vCenter Server Recommendations

VMwarerecommendsallocatingatleast1GBofRAMtovCenterServer.Lab Managergeneratesmore activitywithinvCenterServerthanthedailyinteractionbetweenvCenterServerandthevSphereClient. InstallvCenterServersoftwareonavirtualmachine.Seethetechnicalwhitepaper,RunningvCenterina VirtualMachine,intheTechnicalResourcessectionoftheVMwareWebsite.

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Chapter 2 Installation Requirements and Recommendations

Datastore Requirements and Recommendations

VirtualmachinesandmediafilescanresideonVMFSandNFSdatastores.Formoreinformationabout datastoresandmediastores,seetheLab ManagerUsersGuide.VMwarerecommendssharedstorage(NFS, iSCSI,orFibreChannel).VMwarealsorecommendsusingasmallnumberoflargeSANVMFSpartitions ratherthanalargenumberofsmallpartitions. Touseadatastoreformedia,youmustconfigureitasamediastoreinLab Manager.Youcanusethesame datastoreformediaandvirtualmachinestorage,aslongasyouusedifferentdirectories. ToenableadatastoreformediaandadditasaLab Managermediastore,seetheLab ManagerUsersGuide. AVMFSdatastorehasthefollowingrequirements:

Thedatastoremusthaveenoughspaceforthechainofdeltadisksgeneratedfromvirtualmachine operations.Thechaincannotspanmultipledatastores. Forvariouschanges,Lab Managerfreezestheoriginaldeltadiskandcreatesanewone.Thechainlength indicateshowscatteredthevirtualmachineimageisacrossthedirectoriesofadatastore. Forinformationaboutchainsanddeltadisks,seetheLab ManagerUsersGuide.

AVMFSdatastoremustbeconfiguredintheESX/ESXisystem. YoumustsetupVMFSpartitionsoutsideofLab ManagerthroughvCenter.Formoreinformation,seethe vSphere4.0documentation.

AnNFSdatastorehasthefollowingrequirements:

TheNFSservermustbeaccessibleinreadwritemodebyallESX/ESXihosts. TheNFSservermustallowreadwriteaccessfortherootsystemaccount. AnNFSdatastoremustbeconfiguredintheESX/ESXisystem.

Lab Manager Server Requirements and Recommendations

TheLab Managerservermustmeetspecificrequirements.

Operating System and Framework

MicrosoftWindowsServer200332bitEnterpriseEdition(ServicePack1orlater)orStandardEdition (ServicePack1orlater) Lab ManagersupportsEnglish(UnitedStates),English(Australia),English(UnitedKingdom),French (France),German(Germany),Italian(Italy),andJapaneseregionalsettings.

LabManager4.0.3supportsMicrosoftWindowsServer2008(32bit). InternetInformationServices(IIS)6.0 SeeInstallIISontheLab ManagerServerforWindows2003onpage 13.

Microsoft.NETFramework2.0(ServicePack1orlater) YoumustinstallIISbeforeyouinstall.NETFramework.SeeChecktheVersionofanExisting.NET FrameworkInstallationonpage 13andInstallthe.NETFrameworkontheLab ManagerServeron page 14.

CPU Speed

550MHzminimum (Recommended)1GHzorfaster

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Processor
PentiumIII,Pentium4,Xeon,Opteron,orAthlonprocessor

Hard Disk

40GBminimum (Recommended)RAID1orRAID5forfaulttolerancebenefits,orRAID0+1forfaulttoleranceand performancebenefits

Memory

512MBminimum (Recommended)2GBormore

Network

AtleastoneunboundEthernetcard ItsNICmustbephysicallyconnectedtothenetwork(nowirelesscards)andhaveastaticIPaddress.

(Recommended)GigabitEthernet MachinecannotrunasaWindowsdomaincontroller Fullyqualifieddomainname(FQDN) CertainfeaturesofLab ManagerrequireanFQDN.ThisrequirementdoesnotmeanthattheLab Manager serverresidesinadomain. AnFQDNstartswiththecomputernamefollowedbytheDomainNameSystem(DNS)suffix(for example,computer_name.mydomain.com).VMwarerecommendsthatyouavoidusinganIPaddress becausecomplicationsmightariseatalatertimeifyouchangethataddress.Forexample,changingthe IPaddressrequiresregeneratingthecertificatebecausethecertificatedependsonthisFQDN.

CD or DVD Drive
FortheLab Managerserver,youmightneedaCDorDVDdrivetoaccesstheWindowsServer2003CDROM whileconfiguringIISandMicrosoft.NETFramework.SeeInstallIISontheLab ManagerServerforWindows 2003onpage 13.

System Clock
EnsurethatthesystemclocksareinsyncwiththeclocksonallmachinesinvolvedintheLab Manager deployment(Lab Managerserver,vCentersystem,ESX/ESXihosts,clientmachinesaccessingtheWebconsole, fileservers,andsoon).Thissynchronizationallowssupportstafftoquicklypinpointissuesinlogs. SeeInstallingandConfiguringNTPonVMwareESXServerintheVMwareknowledgebase.

Lab Manager Server Recommendations

InstallLab Managerserversoftwareonavirtualmachine. DonotinstalltheLab ManagerserversoftwareonaphysicalorvirtualmachinethatcontainsvCenter Serversoftware.IfyouhaveLab ManagerserverandvCenterServersoftwareinstalledinseparatevirtual machines,thesevirtualmachinescanresideonthesameESX/ESXihost. IftheLab ManagerserverrunsinavirtualmachineonanESX/ESXihostunderLab Managercontrol, certainoperationsaffectallvirtualmachines,suchasUndeployallVMsandRedeployallVMs. These operationsdonotaffectvirtualmachinesonthesameESX/ESXihostthatareoutsideof Lab Managercontrol.

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Forinformationabouttheseoperations,seetheLab ManagerUsersGuide.

Install IIS on the Lab Manager Server for Windows 2003

YoumusthaveIISinstalledandenabledontheLab Managerserver.InstallIISbeforeyouinstall Microsoft .NETFramework2.0. Duringtheinstallationprocedure,youmightneedtoinserttheWindowsServer2003bootdiskintotheCDor DVDdriveoftheserver. To install IIS 1 2 SelectStart>Settings>ControlPanel>AddorRemovePrograms. IntheleftpaneoftheAddorRemoveProgramsdialogbox,clicktheAdd/RemoveWindows Componentsicon. TheWindowsComponentswizardstarts. 3 4 5 6 SelectApplicationServer. ClickDetails. SelectInternetInformationServices(IIS). ClickOKandthenclickNexttoinstallthecomponents.

Install IIS 7.0 on the Lab Manager Server for Microsoft Windows Server 2008
YoucaninstallIIS7.0ontheLabManagerServer. To install IIS 7.0 1 2 3 4 ClickStart>AdministrativeTools>ServerManager. Inthenavigationpane,selectRoles. AddrolesandselectWebServer(IIS). Verifythatthesefeaturesareinstalled.

StaticContent DefaultDocument HTTPErrors HTTPRedirect StaticContentCompression IIS6MetabaseCompatibility. IIS6ManagementConsole IIS6WMICompatibility

5 6 7

InSelectRoleServices,clickNext. IntheConfirmInstallationsselectionpane,clickInstall. ClickClose.

Check the Version of an Existing .NET Framework Installation

Ifyoualreadyhave.NETFrameworkinstalled,verifytheversion.

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To verify the version of an existing .NET Framework installation 1 2 SelectStart>ControlPanel>AddorRemovePrograms. ClicktheMicrosoft.NETFramework2.0ServicePack1programandclickthelinkforsupport information. Ifyoudonotseeversion2.1.21022orhigherlistedforthe.NETFramework,installit.

Install the .NET Framework on the Lab Manager Server

InstallIISbeforeyouinstalltheMicrosoft.NETFramework2.0. To install .NET Framework 1 2 OpentheMicrosoftWebsite. Searchfor.NETFramework. Forexample,tosearchfortheServicePack1download,enter.NET 2.0 SP1 download x86intheSearch field. 3 Downloadandinstall.NETFramework.

Credential Requirements for Connecting to vCenter Server from Lab Manager

TosetupaconnectionwithvCenterServer,Lab ManagerrequiresauserwhoisassignedaroleinvCenter withatleasttheprivilegeslistedinTable 21.YoucanassignWindowsusersorvCenteruserstothisrole. The usermusthavethesepermissionsfortheentirevCenterServersystem.Whenyouassignthepermissions, makesuretoselectthePropagatetoChildObjectscheck box. IfyousetuptheconnectionwithauserassignedtheAdministratorroleinvCenter,theuserhastheproper credentials. Lab Managerrequirestheusertohavecertainpermissionsonobjects.IftheuserchangestoanothervCenter rolewithfewerprivileges,LabManageroperationsarehindered.Forexample,assigningtheusertotheNo accessroleforanobject,suchasaresourcepool,blocksthevisibilityofthisobjectinaLab Manager environment.Forinformationaboutrolesandsettingobjectpermissions,seeVMware vSphere documentation. TheprivilegesinTable 21appearintheEditRoledialogboxofthevSphereClient. Table 2-1. Required Privileges for Connecting to vCenter Server
vSphere Client Privilege Category Datastore Required Privileges

Allocatespace Browsedatastore Lowlevelfileoperations Create Delete Modify Hostoperation Modify Createfolder Deletefolder Movefolder Renamefolder

Distributedvirtualportgroup

DistributedVirtualSwitch Folder

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Table 2-1. Required Privileges for Connecting to vCenter Server (Continued)

vSphere Client Privilege Category Global Required Privileges

Diagnostics Disablemethods Enablemethods Licenses Managecustomattributes Setcustomattribute Configuration

Host

Maintenance Networkconfiguration Storagepartitionconfiguration SystemManagement Modifycluster AddhosttovCenter

Inventory

Localoperations Assignnetwork Assignvirtualmachinetoresourcepool Migrate Relocate Configuration

Network Resource

VirtualMachine

Addexistingdisk Addnewdisk Addorremovedevice Advanced ChangeCPUcount Changeresource Extendvirtualdisk Memory Modifydevicesettings Removedisk Rename Settings Upgradevirtualhardware ConfigureCDmedia Consoleinteraction Deviceconnection PowerOff PowerOn Reset Suspend VMwareToolsinstall Configurefloppymedia Createfromexisting Register Unregister Markastemplate Markasvirtualmachine Deploytemplate Clonevirtualmachine

Interaction

Inventory

Provisioning

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Web Console Access Requirements

TouseabrowsertoaccesstheLabManagerWebconsole,themachinemusthavethefollowingrequirements:

MicrosoftInternetExplorerorMozillaFirefox. ForinformationaboutwhichWebbrowsersaresupportedonwhichclientoperatingsystems,seethe appendixsectionoftheLab ManagerUsersGuide.

RoutableaccesstotheLab ManagerserverandESX/ESXihosts 1024x768orhigherresolutionmonitor

Set Internet Explorer Options

ToaccesstheLab ManagerWebconsoleusingMicrosoftInternetExplorer,youmustsetsomeoptionsinthe browser. To set Internet Explorer options 1 2 3 InanInternetExplorerbrowserwindow,selectTools>InternetOptions. IntheSecuritytab,clickCustomLevel. EnablethefollowingoptionsandclickOK.

DownloadsignedActiveXcontrols RunActiveXcontrolsandplugins AllowMETAREFRESH Activescripting Allowpasteoperationsviascript

4 5 6 7 8

ClicktheAdvancedtab. SelectthePlayanimationsinwebpagescheckboxandclickOK. IfyouareusingInternetExploreronaWindows2003computer,opentheControlPanelandclickAddor RemovePrograms. ClickAdd/RemoveWindowsComponents. DisabletheInternetExplorerEnhancedSecurityConfigurationoption.

Network Requirements
TheLab Managerserversystemincludesmanynetworkcomponentsthatneedtocommunicatewitheach other.

Configuring Routing
Lab Managerhasthefollowingnetworkconnectivityrequirements:

Lab ManagerclientmachinesaccessingtheWebconsolemusthaveroutableaccesstotheLab Manager serverandESX/ESXihosts.Iftheseserversarebehindafirewallandnotdirectlyaccessible,youcanuse avirtualprivatenetwork(VPN).SeeConfiguringFirewallSettingsonpage 17. TheconnectionfromLab ManagertovCentermustbeadirectHTTPSconnectionwithoutaproxyserver. DonotuseaNetworkAddressTranslation(NAT)devicebetweentheLab ManagerserverandESX/ESXi hosts.ThedevicebreaksthecommunicationbetweentheLab ManagerserverandtheagentLab Manager installsoneachESX/ESXihost. TheLab ManagerserverisnotrequiredtoresideonthesamesubnetastheESX/ESXihosts. TheLab ManagerserverrequiresastaticIPaddress.
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TheLab ManagerserverandESX/ESXihostsneedaccesstothemediastoragebutarenotrequiredto resideonthesamesubnet. ESX/ESXihostsneedaccesstoNFSvirtualmachinestorage.

Configuring Domains and Permissions

BecausetheLab ManagerserverandESX/ESXihostsmustmountsharesforvirtualmachineimportand exportoperations,thesesystemsrequirematchingDNSandDNSsuffixinformation.

Configuring Firewall Settings

Lab Managercommunicatesbetweenitsserversandclientsthroughnetworkports.ESX/ESXisoftwaresetsup defaultports.Formoreinformation,seethevSphere4.0documentation. ForinformationaboutconfiguringcommunicationbetweenvCentercomponents,seethevSphere4.0Quick StartGuide. Toensuresuccessfulcommunication,makesurethattheportslistedinTable 22arenotblockedbyafirewall. Table 2-2. Lab Manager Network Port Requirements
Systems ClientbrowsertoaccessLab Managerserver ClientbrowsertoaccessESX/ESXihosts Lab ManagerserverandESX/ESXihoststoaccessSMBshare(importandexport operationsonly) ESX/ESXihoststoaccessNFSmediadatastoresorNFSvirtualmachinedatastores Lab ManagerservertoaccessLab ManageragentonESX/ESXihosts Lab ManagerservertoaccessESX/ESXihostagentonESX/ESXihosts Lab ManagerservertoaccessthevCenterServersystem Lab ManagerservertocommunicatewithvirtualrouteronsomeESX/ESXihosts(for fencedconfigurations) Lab Manager servertoaccessLDAPServer Network Ports TCPport443 TCPports902and903 TCPports139and445,UDP ports137and138 TCPport2049 TCPport5212 TCPport443 TCPport443 TCPport514 TCPport389forLDAP,TCP port636forLDAPS

Duringtheinstallationprocess,ensurethatportconflictsdonotexist.Todetermineportsinuse,runthe netstat-bcommandfromthecommandline.

Gathering Network Information for Installation

Beforeyoubegintheinstallation,gatherthefollowinginformationaboutyournetworkifyouplanonusing staticIPaddressing:

BlockofunusedIPaddresses IPaddressfortheprimaryand(optional)secondaryDNSserver Subnetmask IPaddressforthenetworkgateway Lab ManagerserverDNSsuffix

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IP Addresses for Virtual Machines

ReservearangeofIPaddressesforvirtualmachinesoneachphysicalnetworkthatLab Managerwilluse. This rangeisinadditiontotheIPaddressesrequiredforeachLab ManagerserverandESX/ESXihost.IP addressesforvirtualmachinesareallocatedfromthepoolofIPaddressesthatyoureserve.Thenumberof virtualmachinesrunningandrequiringIPaddressesvarieswiththenumberandcomplexityofconfigurations deployedatanyonetime. Foraminimumenvironment,youneedatleast100IPaddresses.Youcanalwaysaddmoreaddresseslater. Foralargeinstallation,VMwarerecommendsallocatingatleast200IPaddresses. Table 23providesexamplesofthenetworkinformationforasinglephysicalnetworkusingastaticIPpool. Table 2-3. Static IP Pool Information
IP and Network Component IPaddressblockforvirtualmachines Subnetmaskforvirtualmachines Gatewayforvirtualmachines DNSserver1 DNSserver2(optional) DNSsuffix Example 10.6.1.1010.6.1.199 255.255.255.0 10.6.1.1 10.6.1.200 10.6.1.201 vmware.com

Security Requirements and Recommendations

ThedefaultsecuritypolicysettingsfortheLab ManagerserveroperatingsystemsupportLab Manager operations.Ifyoumanipulatedsecuritypoliciestosupportahighsecurityenvironment,youmustmodifythe policysettingstosupportLab Manager. VMwarerecommendsinstallinganSSLcertificatefromatrustedcertificationauthoritythatvalidatesthe identityoftheLab Managerserver.IfyoudonotinstallanSSLcertificate,VMwaregeneratesone,butSSL securitywarningsappearinthebrowser.YoucanalsogenerateyourowncustomSSLcertificate.

Set Windows Security Policies

TheserveronwhichyouinstallLab Managermusthavespecificsecuritypolicysettings. To set Windows security policies 1 2 3 4 5 6 7 8 9 OnthedesktopofthetargetLab Managerserver,selectStart>AllPrograms>AdministrativeTools> LocalSecurityPolicy. Intheleftpane,navigatetoSecurityOptionsunderLocalPolicies. Intherightpane,doubleclickMicrosoftnetworkserver:Digitallysigncommunications(always). SelectDisabledandclickOK. Intherightpane,doubleclickMicrosoftnetworkserver:Digitallysigncommunications(ifclient agrees). SelectDisabledandclickOK. Intherightpane,doubleclickNetworkSecurity:LANManagerauthenticationlevel. SelectSendNTLMresponseonly. ClickOK.

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Generate a Custom SSL Certificate

YoucanuseOpenSSLtogenerateacustomSSLcertificatewiththedomainnameorIPaddressforaccessing theLab Managerserver.VMwarerecommendsgeneratingthecustomcertificateontheLab Managerserver. To use OpenSSL to generate a custom SSL certificate 1 2 DownloadandinstallOpenSSLontheLab Managerserver. CreateafilenamedOpenSSlVMware.cfginaworkingdirectory.Thefollowingexampleiswhatafile mightlooklike:
# Conf file that vpx uses to generate SSL certificates. [ req ] default_bits = 1024 default_keyfile = rui.key distinguished_name = req_distinguished_name #Don't encrypt the key encrypt_key prompt string_mask = nombstr [ req_distinguished_name ] countryName = US stateOrProvinceName = CA localityName = CA 0.organizationName = VMware, Inc. organizationalUnitName = VMware, Inc. commonName = machine1 emailAddress = support@vmware.com

= no = no

3 4 5

Storetheopenssl.exe,libeay32.dll,andssleay32.dllfilesintheworkingdirectory. Fromtheworkingdirectory,changethecommonNameentryintheOpenSSlVMware.cfgfilestothe machinehostname. Fromthecommandpromptintheworkingdirectory,typethefollowingcommandstogeneratea.pfx file:

openssl req -new -x509 -keyout "OpenSslVMware.key" -out "OpenSslVMware.crt" -days 730 -config "<working directory>\OpenSslVMware.cfg" openssl pkcs12 -export -out "OpenSslVMware.pfx" -in "OpenSslVMware.crt" -inkey "OpenSslVMware.key" -name OpenSslVMware -passout pass:<password>

RemovealloutdatedcertificatesfromIISandimportthenew.pfxfileintoIIS. MicrosoftIISdocumentationhasinstructionsonremovingandimportingcertificates.

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Installing Lab Manager

InstallingLab ManagerinvolvesinstallingtheLab Managerserversoftware,performinginitializationtasks, andloggingintotheLab ManagerWebconsole.Thischapterincludesthesetopics:

InstalltheLab ManagerServerSoftwareonpage 21 InitializeandConfigureLab Manageronpage 22 BackingUpthePasswordEncryptionKeyonpage 24 UninstallLab Manageronpage 24 RemoveSQLServer2005Componentsonpage 25

Install the Lab Manager Server Software

BeforeyouinstalltheLab Managerserversoftware,makesurethatthesystemmeetstherequirements outlinedinChapter 2,InstallationRequirementsandRecommendations,onpage 9. ThesoftwareinstallsaninstanceofMicrosoftSQLServer2005ExpressEditionforusewithLab Manager. To install the Lab Manager Server software 1 OnthetargetLab Managerserver,runtheVMware-vCenter-Lab-Manager-4.0.0.<build number>.exefile. Theinstallercheckstomakesurethatyoursystemmeetstheinstallationprerequisites.Ifyoursystem doesnotmeetanyoftheprerequisites,clickthelinkintheMessage #columnformoreinformationabout howtoresolvetheissue. 2 3 4 ReviewtheWelcomescreen. Acceptthelicenseagreement. Specifywhetheryouwantanexpressorcustominstallation. SelectCustomtochangetheprogramfilesdirectoryforLab Manager. 5 AcceptthedefaultVMwareLMWebandVMwareLMUserpasswords,orenteryourownpasswords. Lab Managercreatestheseaccountsaspartoftheinstallationandgeneratesarandompasswordforthem. Ifyournetworkhasarestrictivepasswordpolicy,enterpasswordsthatmeetyourpolicysrequirements. 6 SelecttheIPaddressforLab Managertraffic. IftheserverhasmorethanoneactiveNICwithastaticIPaddress,youcanchoosewhichonetouse. 7 Ifthesoftwarecannotdetectafullyqualifieddomainname(FQDN),typeonewhenprompted. ForinformationontheFQDN,seeNetworkonpage 12. 8 SelecttheWebsiteforLab ManagerorusethedefaultWebsite.

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EntertheSSLportnumberfortheWebsite. Thedefaultis443.

10 11

ClickInstall. ClickFinish.

Initialize and Configure Lab Manager

YoucanconfigureLab ManagerWebconsoleonanycomputerwithnetworkaccesstotheLab Managerserver. ThefirsttimeyouaccesstheWebconsole,asecuritycertificatewarningmightappear.Toavoidthiswarning, useanFQDNorinstallanSSLcertificate.SeeGenerateaCustomSSLCertificateonpage 19. To initialize and configure Lab Manager 1 FromanymachinewithnetworkaccesstotheLab Managerserver,openabrowserandnavigateto http://<Lab Manager_Server_domain_name_or_IP_address>. TheWebInitializationwizardstarts. 2 3 4 5 Selectyourlocation. Enteracapacitylicensekey. Reviewtheoverviewinformation. EnterthefollowingvCenterinformationandclickNext.

vCenterServerIPaddressorhostname Portnumber Thedefaultis443.

Usernameandpassword SeeCredentialRequirementsforConnectingtovCenterServerfromLab Manageronpage 14.

SystemnameforthisLab Managerinstallation IfyouhavemultipleinstallationsofLab Manager,eachinstallationmusthaveauniquesystemname. Youcannotchangethisnameatalatertime.SeeChoosingaLab ManagerSystemNameon page 23.

InstallationID

SelectadedicatedresourcepoolforLab Manager. Youcanselectahostorcluster.Optionally,youcanchangethedisplaynamefortheresourcepoolinthe Lab Managerenvironment.

Selectwhethertousethesameusernameandpasswordforallhosts. Ifyouusethesameusernameandpasswordforallhosts,entertheusernameandpassword. Ifyouareusingdifferentusernames,selectthecheckboxesforhoststoenterindividualusernamesand passwords.

8 9

Selectthecheckboxesforwhichdatastorestoenable. Setupahostspanningtransportnetworktoenablehostspanning. a b c d SelectEnableHostSpanningTransportNetwork. SelectavNetworkdistributedswitch. (Optional)TypeaVLANidentifier. (Optional)SelectCustomizeNameandtypeaname.

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10

Setupadefaultphysicalnetwork. a b c d Enteranameforthenetwork. (Optional)Typeadescription. (Optional)TypeaVLANidentifier. SelecttheIPaddressingmodesforthenetwork.

StaticIPPoolallowsLab ManagertopullstaticIPaddressesfromtheIPaddresspool. DHCPallowsLab ManagertopullIPaddressesfromaDHCPserver. StaticManualallowsyoutospecifyanIPaddress.

SeeStaticIPandDHCPNetworkingonpage 24. e IfyouchoseastaticIPaddressingmode,providethefollowinginformation:

Subnetmask,defaultgateway,primaryDNS,secondaryDNS(optional),andDNSsuffix (optional) IPaddressesfortheIPpool TypeanIPaddressorIPaddressrangeandclickAdd.

Defaultnetworkfencingpolicyforthenetwork FordetailsonLab Managerfencing,seetheLab ManagerUsersGuide.

f 11 12

SelectthevirtualswitchtowhichyouwanttobindeachhostorbindtoavNetworkdistributed switch.

CreatethefirstLab Manageradministratoraccountwithausername,password,andemailaddress. SelectwhethertoenableSupportLink,afeaturethatsendsusagedatatoVMwareandimprovesproduct support. IfyouenableSupportLink,enteracompanynameandadministratoremailaddress. IfyouareoutsideoftheU.S.andyouenableSupportLink,youmustconsenttothepossibletransferof dataoutsideofthecountrywheretheinstallationtakesplace.

13 14

ReviewoptionalconfigurationtasksthatyoumightwanttoperformafterloggingintotheWebconsole thefirsttimeandclickFinish. WhentheWebconsoleloginpageappears,typetheusernameandpasswordoftheLab Manager administratoraccountandclickLogin.

Choosing a Lab Manager System Name

IfyouhavemultipleinstallationsofLab Manager,makesurethateachinstallationhasauniquesystemname. Thisnameisusedforthefollowing:

Creatingvirtualswitchesandportgroups Creatingthedirectorytostoreallvirtualmachinesoneachdatastore IdentifyingESX/ESXihostsunderLab Managercontrol CreatingafolderintheVirtualMachines&TemplatesviewofvCenter

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Static IP and DHCP Networking

YoucanusestaticIPorDHCPnetworkinginLab Managerforeachvirtualmachine NIC. ToavoidsettingupanIPrange,useDHCPtoobtainIPaddressesfromaDHCPserver.DHCPdoesnotwork withnetworkfencing,afeaturethatallowsmultipleuserstoworkwithliveinstancesofthesamevirtual machineconfigurationonthesamenetwork.Fordetailsonfencing,seetheappendixsectionofthe Lab ManagerUsersGuide. TouseastaticIPaddress,youcanenteranIPaddressmanuallyorusethestaticIPpool.Thepoolrequiresyou tospecifyanIPrange,DNSsuffix,gateway,netmask,andDNSinformation.YoucanaddasmanyIPaddresses asyouwant.ThestaticIPpoolworkswithnetworkfencing. EveryvirtualmachineusingthestaticIPPooladdressingmodeforaNICconnectedtoaphysicalnetwork requiresanIPaddressfromtheIPpoolofthephysicalnetwork.ThisIPaddressstayswiththevirtualmachine throughthevariousoperationsinLab Manager.Whenyoudeleteallinstancesofthevirtualmachinewiththis IPaddress,Lab ManagerreleasestheIPaddresstotheIPpool. Ifyoudeployaconfigurationinfencedmode,Lab ManagerallocatesadditionalIPaddressesfromthephysical networkIPpoolunlessyouusetheBlockTrafficInandOutoptionandassignsthemasexternalIP addressesforeachvirtualmachineintheconfiguration.YoucanusetheexternalIPaddresstoaccessavirtual machinefromoutsidethefencedconfiguration(forexample,fromyourdesktop). Whenyouundeploythisconfiguration,Lab ManagerreleasestheexternalIPaddresses.Youcancontrolthe lengthoftimeLab ManagerreservesreleasedexternalIPaddressesbeforereturningthemtotheIPpool. See Lab ManagerPreferencesintheLab ManagerUsersGuide. Forfencedconfigurations(exceptthoseusingtheBlockTrafficInandOutoption),Lab Managercreatesa virtualrouterthatrequirestwoIPaddresses.TheaddressesforavirtualrouterreturntotheIPpoolwhenyou undeploytheconfiguration.

Backing Up the Password Encryption Key

Lab Managercreatesthesystem-infos.binfileduringtheinstallationforpasswordencryption.Thisfileis akeythataffectspasswordsforthevCenterServer,ESX/ESXihosts,andtheSMTPserver.Toensurethatyou donotlosepasswords,backupthisfilelocatedat%systemdrive%\Documents and Settings\All Users\Application Data\VMware\VMware vCenter Lab Manager\CryptoforMicrosoftWindows2003 and%programdata%\Documents and Settings\All Users\Application Data\VMware\VMware vCenter Lab Manager\CryptoforWindowsServer2008.

Uninstall Lab Manager

UninstallingLab Managerinvolvesdetachingresourcepools,unpreparingtheESX/ESXihosts,andremoving theLab Managerserversoftware. To uninstall Lab Manager 1 2 3 LogintotheLab ManagerWebconsole. Intheleftpane,clickResources. IntheHoststab,movethepointeroverthehostnameandselectUnpreparefromthemenu. Repeatthisprocessforeachhost. 4 IntheResourcePoolstab,movethepointerovertheresourcepoolnameandselectDisablefromthe menu. Repeatthisprocessforeachresourcepool. 5 IntheResourcePoolstab,movethepointerovertheresourcepoolnameandselectDetachfromthe menu. Repeatthisprocessforeachresourcepool.

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6 7 8 9 10

LogoutoftheLab ManagerWebconsole. OntheLab Managerserver,selectStart>ControlPanel>AddorRemovePrograms. SelecttheVMwarevCenterLab ManagerprogramandclickChange. SelectRemove. SelectthecheckboxtouninstallLab Managerandremoveuserdata. CAUTIONIfyouplantoupgradeorreinstallLab Manager,donotremovetheuserdata.

11 12

ClickRemove. ClickFinish.

Remove SQL Server 2005 Components

SomeentriesfortheinstanceofSQLServer2005ExpressEditioninstalledwiththeLab Managerserver softwareremainafteryouuninstalltheLab Manager.Youcanremovetheseentries. To remove the SQL Server 2005 components 1 2 OntheLab Managerserver,selectStart>ControlPanel>AddorRemovePrograms. ClickRemoveforthefollowingentries:

MicrosoftSQLServer2005(includingtheVLMinstanceifprompted) MicrosoftSQLServerNativeClient MicrosoftSQLServerSetupSupportFiles(English) MicrosoftSQLServerVSSWriter

WhenyouremovetheSQLServercomponents,errormessages,suchasRegistryenumerationfailed, mightappear.Thesemessagesdonotaffecttheremovalprocess.

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Lab Manager Installation and Upgrade Guide

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Upgrading to Lab Manager 4.0

YoucanupgradetoLab Manager4.0fromapreviousversionofLab ManagerorfromVMwarevCenterStage Manager.Thischapterincludesthefollowingtopics:

SupportedUpgradesonpage 27 UpgradingfromLab Manager3.xonpage 27 UpgradingfromStageManager1.xonpage 29 UpgradingESXServeronpage 34

Supported Upgrades
YoucanupgradefromLab Manager3.xorStage Manager1.xtoLab Manager4.0.Ifyouarecurrentlyusing Lab Manager2.x,youmustfirstupgradetoLab Manager3.xbeforeyoucanupgradeto4.0.Youcancheckthe LabManagerorStageManagerversionwiththeAboutoptionusingtheWebconsole. Table 41liststheversionsofLab ManagerandStage Managerfromwhichyoucanupgrade. Table 4-1. Lab Manager and Stage Manager Versions That Can Upgrade to Lab Manager 4.0
Version LabManager3.0 Build Number 3.0.0.2056 3.0.0.2063 LabManager3.0.1 LabManager3.0.2 StageManager1.0 StageManager1.0.1 3.0.1.378 3.0.2.56 1.0.0.1561 1.0.1.1970

Upgrading from Lab Manager 3.x

Whenupgrading,boththesystemdriveandSQLServerdatadriverequireenoughfreediskspacetostorea copyoftheoriginalLab Managerdatabase.YoucanperformtheupgradetoLab Manager4.0onarunning Lab Manager3.xsystemwithoutanydowntimefordeployedvirtualmachinetemplatesandconfigurations.

Back Up the Lab Manager Database

VMwarerecommendsbackinguptheLab Manager 3.xdatabaseasaprecaution.Thebackupisonlynecessary toreverttoLab Manager3.xbeforetheupgradeiscomplete.Theupgradeprocessautomaticallytransfersthe databasecontentstothenewinstallation. YoucanonlyrestorethedatabasebackupinaLab Manager 3.xenvironment.

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To back up the database FromthecommandpromptontheLab Manager3.xserver,usethefollowingsamplecommandoryourown backupmethod.

OSQL -S localhost\vlm -E -Q "backup database labmanager TO DISK='c:\lm_backup.bak'"

Thissamplecommandcreatesthelm_backup.bakfileontheC:\drive.

Upgrade VirtualCenter Server to vCenter Server 4.0

UpgradeyourVirtualCenterServertovCenterServer4.0asdescribedinthevSphereUpgradeGuide. This operationrequiresdowntimefortheVirtualCenterServersystemthatyouareupgrading.

Install the Lab Manager Server Software

BeforeyouinstalltheLab Managerserversoftware,makesurethatthesystemmeetstherequirements outlinedinChapter 2,InstallationRequirementsandRecommendations,onpage 9. ThesoftwareinstallsaninstanceofMicrosoftSQLServer2005ExpressEdition. To install the Lab Manager Server software 1 OnthetargetLab Managerserver,runtheVMware-vCenter-Lab-Manager-4.0.0.<build number>.exefile. Theinstallercheckstomakesurethatyoursystemmeetstheinstallationprerequisites.Ifthesystemdoes notmeettheprerequisites,clickthelinkintheMessage #columnformoreinformationabouthowto resolvetheissue. 2 3 4 ReviewtheWelcomescreen. Acceptthelicenseagreement. Specifywhetheryouwantanexpressorcustominstallation. SelectCustomtochangetheprogramfilesdirectoryforLab Manager. 5 AcceptthedefaultVMwareLMWebandVMwareLMUserpasswords,orenteryourownpasswords. Lab Managercreatestheseaccountsaspartoftheinstallationandgeneratesarandompasswordforthem. Ifyournetworkhasarestrictivepasswordpolicy,enterpasswordsthatmeetyourpolicysrequirements. 6 SelecttheIPaddressforLab Managertraffic. IfyouhavemorethanoneactiveNICwithastaticIPaddress,youcanchoosewhichonetouse. 7 IfthesoftwarecannotdetectanFQDN,enteronewhenprompted. ForinformationontheFQDN,seeNetworkonpage 12. 8 9 SelecttheWebsiteforLab ManagerorusethedefaultWebsite. EntertheSSLportnumberfortheWebsite. Thedefaultis443. 10 SelecttheMigratetheexistingdatabasetothelatestversioncheckbox. ThisselectionmigratestheLab Manager3.xdatabaseforusewithLab Manager4.0. 11 12 ClickInstall. ClickFinish.

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Chapter 4 Upgrading to Lab Manager 4.0

Upgrade and Configure Lab Manager

YoucanupgradeandconfiguretheLab ManagerserverfromanysystemwithaccesstotheLab Manager server. Thefirsttimeyouaccesstheconsole,asecuritycertificatewarningmightappear.Toavoidthiswarning,use anFQDNorinstallanSSLcertificate.IfyouusedacustomSSLcertificateoranSSLcertificatefromatrusted certificationauthoritywithLab Manager3.x,youmustreimportthecertificatetoIIS. To upgrade and configure Lab Manager 1 FromanymachinewithnetworkaccesstotheLab Managerserver,openabrowserandnavigateto http://<Lab Manager_Server_domain_name_or_IP_address>. TheUpgradewizardstarts. 2 3 4 5 ReviewtheintroductoryinformationandselectIunderstandtheaboverequirements. Enterthecapacitylicensekey. SelectthehostsonwhichyouwanttoinstalltheLab Manager4.0agent. (Optional)EnableahostspanningtransportnetworkandselectavNetworkdistributedswitchand VLANidentifier. Hostspanningtransportnetworksenablehostspanningforthevirtualmachineinconfigurationsthatuse fencingoravirtualnetwork.HostspanningtransportnetworksrequireavNetworkdistributedswitchin vSphere.vNetworkdistributedswitchesrequireavSphereEnterprisePluslicense. 6 7 ClickFinish. WhentheWebconsoleloginpageappears,typetheusernameandpasswordoftheLab Manager administratoraccount.

Understanding the Upgrade from Lab Manager 3.x

Lab Manager4.0introducesmultipleworkspaces.Workspacesallowyoutosubdividetheresourcesandusers ofanorganization.Youcanalsouseworkspacestomanageservicetransitionactivities.Whenyouupgrade, Lab ManagercreatesaMainworkspaceforeachorganization.Thatworkspacecontainsalltheconfigurations intheorganization. UserswhowereassignedtheAdministratorroleinLab Manager3.xhavetheSystemAdministratorrolein Lab Manager4.0.Theonlychangeisinthenameoftherole. UserswhowereassignedtheOrganizationAdministratorroleinLab Manager3.xhavetheAdministratorrole inthesameorganizationLab Manager4.0.

Upgrading from Stage Manager 1.x

Whenupgrading,boththesystemdriveandSQLServerdatadriverequireenoughfreediskspacetostorea copyoftheoriginalStage Managerdatabase.

Undeploy All Stage Manager Virtual Machines

BeforeyoucanupgradetoLab Manager4.0,youmustundeployallthevirtualmachinesrunningunder Stage Manager1.x. To undeploy all virtual machines from all hosts 1 2 3 4
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FromtheStage ManagerWebconsole,selectResourcesandclicktheHoststab. MovethepointeroverahostnameandselectDisable. MovethepointeroverthesamehostnameandselectUndeployallVMs. Repeatthesestepsforeachhost.

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Ifyouareunabletoundeploycertainvirtualmachines,Stage Managerdisplaysanerror.UsetheForce UndeploycommandtoundeploythevirtualmachinesfromStage ManagerandthenusetheVIClientto poweroffandremoveeachvirtualmachinefromitsESXhost.

Back Up the Stage Manager Database

VMwarerecommendsbackinguptheStage Manager 1.xdatabaseasaprecaution.Thebackupisonly necessarytoreverttoStage Managerbeforetheupgradeiscomplete.Theupgradeprocessautomatically transfersthedatabasecontentstothenewinstallation. YoucanonlyrestorethedatabasebackupinaStage Manager 1.xenvironment. To back up the database FromthecommandpromptontheStage Managerserver,usethefollowingsamplecommandoryourown backupmethod.
OSQL -S localhost\vsm -E -Q "backup database stagemanager TO DISK='c:\sm_backup.bak'"

Thissamplecommandcreatesthesm_backup.bakfileontheC:\drive.

Uninstall the Stage Manager Program Files

BeforeyoucanupgradetoLab Manager4.0,youmustuninstalltheprogramfilesfortheStage Manager server. To uninstall Stage Manager 1 2 3 4 LogoutoftheStage ManagerWebconsole. OntheStage Managerserver,selectStart>ControlPanel>AddorRemovePrograms. SelecttheVMwareStage ManagerprogramandclickChange/Remove. SelectRemoveProgramFilesonly. ThisselectionpreservestheStage ManagerdatabaseandvirtualmachinesforusewithLabManager4.0. 5 ClickFinish.

Upgrade VirtualCenter Server to vCenter Server 4.0

UpgradeyourVirtualCenterServertovCenterServer4.0asdescribedinthevSphereUpgradeGuide. This operationrequiresdowntimefortheVirtualCenterServerthatyouareupgrading.

Install the Lab Manager Server Software

BeforeyouinstalltheLab Managerserversoftware,makesurethatthesystemmeetstherequirements outlinedinChapter 2,InstallationRequirementsandRecommendations,onpage 9. ThesoftwareinstallsaninstanceofMicrosoftSQLServer2005ExpressEditionforusewithLab Manager. To install the Lab Manager Server software 1 OnthetargetLab Managerserver,runtheVMware-vCenter-Lab-Manager-4.0.0.<build number>.exefile. Theinstallercheckstomakesurethatyoursystemmeetstheinstallationprerequisites.Ifyoursystem doesnotmeettheprerequisites,clickthelinkintheMessage #columnformoreinformationabouthow toresolvetheissue. 2 3 ReviewtheWelcomescreen. Acceptthelicenseagreement.

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Chapter 4 Upgrading to Lab Manager 4.0

Specifywhetheryouwantanexpressorcustominstallation. SelectCustomtochangetheprogramfilesdirectoryforLab Manager.

AcceptthedefaultVMwareLMWebandVMwareLMUserpasswords,orenteryourownpasswords. Lab Managercreatestheseaccountsaspartoftheinstallationandgeneratesarandompasswordforthem. Ifyournetworkhasarestrictivepasswordpolicy,enterpasswordsthatmeetyourpolicysrequirements.

SelecttheIPaddressforLab Managertraffic. IftheserverhasmorethanoneactiveNICwithastaticIPaddress,youcanchoosewhichonetouse.

IfthesoftwarecannotdetectanFQDN,enteronewhenprompted. ForinformationontheFQDN,seeNetworkonpage 12.

8 9

SelecttheWebsiteforLab Manager,orusethedefaultWebsite. EntertheSSLportnumberfortheWebsite. Thedefaultis443.

10

SelecttheMigratetheexistingdatabasetothelatestversioncheckbox. ThisselectionmigratestheStage Manager1.xdatabaseforusewithLab Manager4.0.

11 12

ClickInstall. ClickFinish.

Upgrade and Configure Lab Manager

YoucanupgradeandconfiguretheLab ManagerserverfromanysystemwithaccesstotheLab Manager server. Thefirsttimeyouaccesstheconsole,asecuritycertificatewarningmightappear.Toavoidthiswarning,use anFQDNorinstallanSSLcertificate.SeeGenerateaCustomSSLCertificateonpage 18. To upgrade and configure Lab Manager 1 FromanymachinewithnetworkaccesstotheLab Managerserver,openabrowserandnavigateto http://<Lab Manager_Server_domain_name_or_IP_address>. TheUpgradewizardstarts. 2 3 4 5 ReviewtheintroductoryinformationandselectIunderstandtheaboverequirements. Enteracapacitylicensekey. SelectthehostsonwhichyouwanttoinstalltheLab Manager4.0agent. (Optional)EnableahostspanningtransportnetworkandselectavNetworkdistributedswitchand VLANidentifier. Hostspanningtransportnetworksenablehostspanningforthevirtualmachineinconfigurationsthatuse fencingoravirtualnetwork.HostspanningtransportnetworksrequireavNetworkdistributedswitchin vSphere.vNetworkdistributedswitchesrequireESX/ESXi4.0andanEnterprisePlusvSpherelicense. 6 7 SelectavirtualswitchforeachhosttobindtoorbindtoavNetworkdistributedswitch. ConfiguretheLDAPconnection. ThisstepisonlyrequiredforupgradesfromStage Manager1.0.0installationsthatwereconfiguredfor LDAP.

ServerHostnameorIPaddressoftheLDAPserver. PortIftheLDAPserverislisteningonanondefaultport,entertheportnumberhere. Thedefaultportis389.

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BaseDistinguishedNameThebasedistinguishedname,orbaseDN,identifiesthelocationinthe LDAPdirectorywhereLab Managerconnects. VMwarerecommendsconnectingattheroot,inwhichcaseyouenterthedomaincomponentsonly, forexample:DC=vmware,DC=com.

UserName/Password/ConfirmPasswordEnterausernametoconnecttotheLDAPserverand enterandconfirmthepassword.

ClickTestLDAPUpgrade. ThisstepisonlyrequiredforupgradesfromStage Manager1.0.0installationsthatwereconfiguredfor LDAP.

IfLab ManagercannotconnecttotheLDAPserver,modifytheconnectionsettingsandtryagain. IfLab ManagercanconnecttotheLDAPserver,butcannotfindamatchforalltheLDAPusersfrom Stage Manager,alistofthemissingusersdisplays.Iftheseusersstillexist,youcanaddthemlater. SeetheLabManagerUsersGuide.

ChoosewhethertoenableSupportLink,afeaturethatsendsusagedatatoVMwareandimprovesproduct support. IfyouenableSupportLink,enteracompanynameandadministratoremailaddress. IfyouareoutsideoftheU.S.andyouenableSupportLink,youmustconsenttothepossibletransferof dataoutsideofthecountrywheretheinstallationtakesplace.

10 11

ClickFinish. WhentheWebconsoleloginpageappears,typetheusernameandpasswordoftheLab Manager administratoraccount. ThisisthesameaccountinformationyouusedforStage Manager.

Understanding the Upgrade from Stage Manager 1.x

Aftertheupgrade,Stage Manager1.xusershaveaccesstothesameconfigurations,virtualmachinetemplates, media,andvirtualmachines.Servicetemplatesarenotpreserved,andLab Managerhasnoequivalent. ItisimportanttounderstandhowStage Manager1.xinformationismappedtoLab Manager.Formore informationaboutLab Managerfeaturesanduse,seetheLab ManagerUsersGuide.

Organizations
Organizationsincludeusersandresources(resourcepools,hosts,datastores,mediastores,andphysical networks).Resourcescanbededicatedtoanorganizationorsharedamongorganizations.Byassigningusers toorganizations,youcancontrolwhichresourcestheycanaccess. Stage ManagerservicesareconvertedtoorganizationsofthesamenameinLab Manager.Eachorganization isassignedthesameresourcesandusersasStage Manager.Inaddition,duringtheupgrade,Lab Manager createsaDefaultorganizationandassignsallStage Managerusersandresourcestothisorganization.

Workspaces
Stage ManagerstagesareconvertedtoLab Managerworkspacesusingthesamename.Theconfigurationsin eachworkspacearesharedtoallusersintheworkspacewithfullcontrolaccess. Lab Managerdoesnotpreservetheorderofthestageswhenitcreatestheworkspaces,butyoucanmove configurationsfromoneworkspacetoanothertoachievethesameeffectaspromotinganddemotingthemin Stage Manager. EachorganizationinLab Managercanincludeadefaultworkspace,whichhasspecialcharacteristics. During theupgrade,Lab Managersetsthefirstworkspacealphabeticallyasthedefaultworkspace.

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Chapter 4 Upgrading to Lab Manager 4.0

Configurations
Lifecycleconfigurationsareavailableintheorganizationandworkspacewithnamesthatmatchtheirservice andstagenamesinStage Manager. Archiveconfigurationsareavailableintheconfigurationlibraryfortheorganizationwhosenamematchesthe servicenameinStage Manager.

Users and Groups

AllStage Managerusers(LDAPandnonLDAP)areaddedtotheDefaultorganizationinLab Manager.Ifyou selectedtheLDAPAllowedGroupsoptioninStage Manager,theupgradealsoaddsthosegroupstothe Defaultorganization. Inaddition,Stage Manageruserswithaccesstospecificservicesareaddedtheequivalentorganizationsin Lab Manager.

Roles and Rights

Stage Managerhasonlytworoles:administratorsandusers(nonadministrators).EachStage Managerservice hasserviceusersandserviceadministrators. Lab Managerincludesmorebuiltinrolesandallowsyoutoassignrightstotheseroles(orcreatecustomroles) onadetailedlevel.TheupgradeprocessmapsStage ManagerrolestoLab Managerroles. Table 4-2. Mapping Users from Stage Manager 1.x to Lab Manager 4.0
Stage Manager 1.x Role Administrator User User Services Access NA User Administrator Lab Manager 4.0 Role SystemAdministrator ApplicationOwnerwithintheorganizationanditsworkspaces Administratorwithintheorganizationanditsworkspaces

FormoreinformationaboutrolesandrightsinLab Manager,seetheLab ManagerUsersGuide.Becausethe SystemAdministratorroleinLab Managerispowerful,VMwarerecommendsassigninganewroletosome userswhowereadministratorsinStage Manager1.x.

Sharing
Lab ManagerallowsmuchgreatercontroloversharingthanStage Manager.Theupgradeprocesssetsthe sharingpropertiesofLab ManagerobjectstomirrorhowthoseobjectsweresharedinStage Manager.Youcan changethesharingpropertiesatanytime.

Lifecycleconfigurationsaresharedwithfullcontrolaccesstoallusersintheworkspace. Archiveconfigurationsaresharedwithfullcontrolaccesstoallusersintheorganization. Virtualmachinetemplatesaresharedwithreadaccesstoallusersinthesystem. Mediafilesaresharedwithreadaccesstoallusersinthesystem.

Networking
InLab Manager,physicalnetworksareresourcesthatcanbeassignedtoanorganization.Thenetwork informationyouprovideintheUpgradewizard,combinedwiththenetworksettingsinformationfrom Stage Manager,isusedtocreatethephysicalnetworkassignedtotheDefaultorganization,aswellasallthe organizationscreatedfromservices. Lab Managersupportsmultiplephysicalnetworks.Forinformationaboutcreatingadditionalphysical networksandassigningthosenetworkstoorganizationsandvirtualmachines,seetheLab ManagerUsers Guide.

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Upgrading ESX Server

Lab Manager4.0supportsversions3.5and4.0ofESXServerandESXiServer.Youcancontinuetousethe ESX 3.5hoststhatwerepartofyourLab Manager3.xorStage Manager1.xinstallation. TotakeadvantageofnewvSpherefeatures,upgradeyourESXhoststoversion4.0.VMwarerecommendsusing VMotiontomovevirtualmachinesofftheESXhostthatyouwanttoupgrade.Next,installESXServer 4.0on thehost.Finally,useVMotiontomigratethevirtualmachinesbackontothehost.SeethevSphere documentationformoreinformation.

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Index

Symbols
.NET, installing 13

installing 13 verifying existing installation 13

C
clients, requirements for Web console access 15

N
network configuring domains and permissions 16 configuring routing 16 requirements 16 reserving IP addresses 17 static and DHCP IP address allocation 24 NFS configuring datastores or media stores 11 datastore requirements 11 media files 11

D
datastores configuring for NFS 11 requirements 11 DNS requirements 16 domains, configuring 16

I
IIS, installing 13 initializing Lab Manager 22 installation high-level tasks 8 requirements 9 IP addresses reserving 17 static and DHCP allocation 24

R
requirements client machines accessing Web console 15 datastores 11 IIS and Microsoft .NET 13 Lab Manager server 11 network 16 vSphere 9 routing, configuring 16

L
Lab Manager choosing the Lab Manager system name 23 in a VMware Infrastructure environment 7 installing 21 introducing 7 Lab Manager server 7 requirements for Web console access 15 SOAP API 7 uninstalling 24 upgrading 27 Web console 7 Lab Manager server about 7 connecting to vCenter Server 13 initializing and configuring 22 installing the software 21, 28, 30 system requirements 11 upgrading and configuring 29, 31

S
security recommendations 18 SOAP API, about 7 static IP addresses, reserving 17

U
uninstalling Lab Manager 24 upgrading Lab Manager 27

V
vCenter Server credential requirements 13 VMFS datastore requirements 11 VMware Infrastructure leveraging services 9 working with Lab Manager 7 vSphere, requirements and recommendations for Lab Manager 9

M
media files 11 media stores, configuring for NFS 11 Microsoft .NET Framework
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W
Web console about 7 Web console access requirements 15

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Web initialization wizard 22 Web upgrade wizard 29, 31

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