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ESX Server

Installation

Module 2

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-1
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Virtual Infrastructure Virtual Machines Operations


Virtual Infrastructure Overview VM Creation and Data Protection
ESX Server Installation Management
ESX Server Installation VM Creation & Management VM Resource Monitoring

Networking Resource Pools


Networking VM Access Control Data & Availability Protection
Storage
Storage VM Resource Management Troubleshooting Tips

ESX ServerInstallation
VirtualCenter Installation

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-2
Importance and module objectives

• Importance
• ESX Server is the platform on which virtual machines run. It
provides the virtual machine with all its CPU, memory, disk and
network resources.
• Objectives for the learner
• To install ESX Server
• To plan a basic ESX Server deployment

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-3
Module lessons

• Lesson 1: ESX Server Installation


• Lesson 2: Plan ESX Server Deployment

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-4
Lesson 1:
ESX Server Installation

VMware Infrastructure 3: Install and Configure – Rev B


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Lesson topics

• ESX Server architecture overview


• ESX Server disk partitions
• ESX Server install procedure
• Virtual Infrastructure (VI) Client
• Host-based licensing

VMware Infrastructure 3: Install and Configure – Rev B


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ESX Server architecture

VMware Infrastructure 3: Install and Configure – Rev B


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ESX Server physical setup

• Service console and VMkernel components are installed


on either local disk or SAN-based disk

VMware Infrastructure 3: Install and Configure – Rev B


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Partitioning an x86 disk

• Wrong • Right

VMware Infrastructure 3: Install and Configure – Rev B


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Mount points

Physical disk Windows Linux/Unix

Disk space consumption in each directory

is capped by the size of its partition

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-10
Partitions created during installation

Approximate
Mount point Which disk? Type Use
size
/boot Main boot 100 MB ext3 boot
/ Main boot 5 GB ext3 Service root
(none) Main boot 544 MB swap console swap
/var/log Main boot 2 GB ext3 Log files
VM’s Files,
(automatic) Any local Varies VMFS-3
ISO images
VMkernel
Any local or
(none) 100 MB vmkcore core dump
remote

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-11
Launch ESX Server installation
• Launch the installation (default is graphical mode)

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-12
Early installer steps

• CD media test
• Choose Install,
not Upgrade
• Use mouse or
TAB to move
past welcome
screen
• Specify your
keyboard and
mouse type
• Accept license
agreement

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-13
Caution: watch for unpartitioned LUNs

• If any LUNs are unpartitioned, you will receive a pop-up


warning for each

If you select No,


the disk will not
show up in
future
inventories

• Zone and mask all SAN LUNs away from this server
except those for its use

VMware Infrastructure 3: Install and Configure – Rev B


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Build disk partitions for the service console

Choose
volume

Resulting pop-
up confirmation

VMware Infrastructure 3: Install and Configure – Rev B


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Recommended partitions

VMware Infrastructure 3: Install and Configure – Rev B


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Advanced Options: Specify boot volume
• Boot from a local SCSI LUN, Fibre-Channel SAN LUN or iSCSI
SAN LUN

FC SAN LUNs

SCSI LUN

VMware Infrastructure 3: Install and Configure – Rev B


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Configure service console networking

VMware Infrastructure 3: Install and Configure – Rev B


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Perform remaining steps

• Set local time


zone

• Set the root


password

VMware Infrastructure 3: Install and Configure – Rev B


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Confirm and launch the installation

VMware Infrastructure 3: Install and Configure – Rev B


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After installation is complete

Open web
browser and
point to ESX
Server to
proceed with
configuration

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-21
ESX Server physical console after install
• When you see this screen at the physical console, you
are ready to configure ESX Server using the VI Client

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-22
Download the VI Client

Point to ESX
Server to get
to this screen

Download VI
Client to
perform
configuration

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-23
Virtual Infrastructure (VI) client

• The VI Client is a graphical


user interface used to
configure the ESX Server and
manage its VMs
• At VI Client login screen:
• Enter ESX Server hostname or IP
address
• User root
• Password for user root

VMware Infrastructure 3: Install and Configure – Rev B


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Host configuration tab

VMware Infrastructure 3: Install and Configure – Rev B


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Host-based licensing

• License files are stored on individual ESX Server hosts


• Advantage of host-based licensing:
• One less piece of infrastructure
• Sufficient for a small, manageable number of ESX Servers
• Disadvantage of host-based licensing:
• Licenses do not float
• Features that require VirtualCenter cannot be used
• Two types of license editions: Starter and Standard

VMware Infrastructure 3: Install and Configure – Rev B


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Lab for Lesson 1

• Install ESX Server on Local Volume


• In this lab, you will perform the following tasks:
• Install the ESX Server software
• Access the ESX Server using the VI Client
• Display, then modify the ESX Server’s configuration

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-27
Lesson summary

• The VMkernel allows the virtual machines as well as the


service console access to the system’s hardware
• The ESX Server can be installed to boot from a local LUN
or a remote, iSCSI or Fibre Channel LUN
• The VI Client is the graphical user interface used to
configure the ESX Server

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-28
Lesson 2:
Plan ESX Server
Deployment

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-29
Lesson topics

• Pre-installation checklist
• Sizing VMkernel and service console resources
• Boot from SAN

VMware Infrastructure 3: Install and Configure – Rev B


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ESX Server 3 hardware support

Check the compatibility guides before


deploying hardware!

• ESX Server 3 Systems Compatibility Guide


• ESX Server 3 I/O Compatibility Guide
• ESX Server 3 Storage/SAN Compatibility Guide

http://www.vmware.com/support/pubs/vi_pubs.html

VMware Infrastructure 3: Install and Configure – Rev B


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Pre-installation checklist

Network
 Supported Ethernet adapters
 At least one; additional Ethernet adapters are desired for NIC
teaming
 Network connectivity to a PC for management
 Network configuration details
 IP address, hostname, and netmask for ESX Server
 Gateway IP address and DNS (nameserver) IP Address

Software
 VMware ESX Server CD and host-based license file
 Guest OS (CD-ROM or preferably ISO file)
 License keys for guest OS, if any

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-32
ESX Server sizing: VMkernel resources

Sum desired disk sizes for all VMs;


Sum desired RAM maxima for all VMs, or
include space for all other VMs’ files,
minima if overcommitment is desired
which includes the VM swap file

Sum needed CPU cycles for all VMs;


Sum needed bandwidth for all VMs
allocate more if GigE is to be used

VMware Infrastructure 3: Install and Configure – Rev B


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ESX Server sizing: Service console resources

Up to 800 MB Service console


(272 MB by default) filesystems

One CPU One NIC

VMware Infrastructure 3: Install and Configure – Rev B


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How SAN boot works

• Server BIOS must designate Fibre Channel


card as boot controller
• Fibre Channel card must be configured to
initiate a connection to the target boot LUN

VMware Infrastructure 3: Install and Configure – Rev B


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Preparations for booting ESX Server from SAN LUN
• If you plan to boot this ESX Server from a LUN on a Fibre
Channel SAN:
• Configure BIOS so that Fibre Channel adapter is the boot device,
and desired LUN is the boot volume

• Disable built-in
IDE controller
if present

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-36
Module summary

• The ESX installer allows installing to a local disk drive or a


remote SAN LUN
• Configure your ESX Server using the Virtual Infrastructure
(VI) Client
• Always check the compatibility guides first to ensure that
you are using supported hardware for your ESX Server
• Install ESX Server to boot from SAN if your ESX Server
does not have a local disk, such as in a Blades
environment

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-37
Questions?

VMware Infrastructure 3: Install and Configure – Rev B


Copyright © 2006 VMware, Inc. All rights reserved. 2-38