ESXi Host Lifecycle October 17, 2017

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1 October 17,

2 Table of Contents 1. Standalone ESXi Installation and Configuration 1.1.ESXi Console Overview 1.2.ESXi Install 1.3.vSphere Hosts Upgrade - ESXCLI Command 2. Host Profiles 2.1.Checking host compliance 2.2.Understanding Host Customizations 2.3.Batch host customization 3. Auto Deploy 3.1.Enabling the new GUI for Image Builder 3.2.Using the new GUI 3.3.New Discovered Hosts Workflow 3.4.Adding Reverse Proxy Caching 4. vsphere Update Manager 4.1.Upgrading a cluster with VUM 4.2.Terminology Overview 2

3 1. Standalone ESXi Installation and Configuration Learn about installing, configuring and updating individual ESXi hosts. 3

4 1.1 ESXi Console Overview This walkthrough is designed to provide a step-by-step overview on how to manage the ESXi host using Direct Control User Interface. Use arrow keys to navigate through the screens. Connect to the host console. Select [Customize System/View Logs] to customize the system. 4

5 Login using the root user ID and the password that were set during the installation. Select [OK] to access the System Customization screen. From the list of customization options, select [Configure Password] to modify the password. Select [ Change] to configure password. 5

6 Update the password. Select [OK] to save and go back to the home screen. On the System Customization screen, select [Configure Lockdown Mode]. Use the Spacebar to Enable/Disable lockdown mode and select [OK] to save. 6

7 From the System Customization screen, select Configure Management Network. Go to [Network Adapters] and select [ Change] to update network adapters. Assign multiple adapters to provide for redundancy. Select [OK] to save and go back. 7

8 Choose VLAN from the list and select [ Change] to set the VLAN ID. Setting the VLAN ID is optional. Once complete, select [OK] to save and continue. 8

9 Select [IP Configuration] from the Configure Management Network list. Set up the IP, the subnet mask and the default gateway. Select [OK] to save. Select [IPv6 Configuration] from the Configure Management Network list to reach this screen. Enable/disable IPv6. Any changes here will restart the host without a warning. Select [OK] to save. 9

10 Select [DNS Configuration] from the list. Specify the IP addresses of the primary and alternate DNS servers, and the hostname of the vsphere host. Select [OK] to save and proceed. Select [Custom DNS Suffixes] to configure additional DNS suffixes. Specify the desired DNS suffix and select [OK]. Go back to the main screen using the [Esc] key. 10

11 Choose [Restart the Management Network] from the list and select [Restart] to confirm. Select [OK] to close the Restart Management Network window and proceed. 11

12 Choose [Test Management Network] from the list. It pings the local gateway along with the IP addresses of the DNS server. Select [OK] to continue. It automatically performs a resolution on the hostname. Select [OK] to close this window and go back to the home screen to view options to restore the network. 12

13 Choose [Network Restore Options]. It helps restore connectivity when a host gets disconnected from the network. Select [Change] to customize settings and [Exit] to go back. Select [Configure Keyboard]. Choose the desired layout and select [OK]. 13

14 Select [Troubleshooting Options] from the list. In this screen, you can enable/disable ESXi shell and SSH service on the host. Select [Modify ESXi Shell and SSH Timeouts]. Set timeouts to ensure that the services are not left on indefinitely, and to automatically terminate unattended shell sessions. Select [OK] to continue. 14

15 Select [Restart Management Agents]. Select [OK] to confirm or [Cancel] to abort and go back to the home screen. On the System Customization screen, select [Host Logs] to view log details on the right window pane. 15

16 Select [View Support Information] from the list. This option presents details about the host serial number, license key, SSL and SSH keys on the right window pane. Select [Reset System Configuration] from the list to reset all the changes made. Select [Log Out] to go back. 16

17 Select [Shut Down/Restart]. Login using the root account. Select [OK]. 17

18 This concludes the walkthrough of managing the ESXi host using Direct Control User Interface.Select the next walkthrough of your choice using the navigation panel. 1.2 ESXi Install This walkthrough provides a step-by-step overview on how to install ESXi on a vsphere host. Use the arrow keys to navigate through the screens. 18

19 Begin by downloading the VMware ESXi installation media and inserting/mounting the ISO/Image into the server's CD- ROM/DVD drive. Configure the host's BIOS to boot from CD-ROM/DVD and boot the host. Following the boot the ESXi Installer will automatically load. Begin the installation by pressing [Enter] at the ESXi Installer welcome screen. 19

20 Press [F11] to accept the End User License Agreement. The installer will proceed to scan for available hard disks. Use the arrow keys to highlight the boot disk where you will install ESXi and press [Enter]. 20

21 If an existing ESXi image is found on the disk, the installer ask if you want to upgrade or do a fresh install. Use the arrow keys to choose the type of install, press the [spacebar] to select, and press [Enter] to continue. Use the arrow keys to highlight the desired keyboard layout and press [Enter] to continue. 21

22 Set the root password and press [Enter] to continue. Press [F11] to confirm the install. The hard disk will be partitioned and ESXi will be installed on the host. 22

23 After the installation completes, eject/unmount the ESXi ISO from the server's CD-ROM/DVD drive and press [Enter] to reboot. Following the reboot configure the host s management network. From the console press [F2] to customize the system and login as "root" with the password you set during the install. 23

24 Use the arrow keys to highlight "Configure Management Network" and press [Enter]. Use the arrow keys to highlight "Network Adapters" and press [Enter]. 24

25 Use the arrow keys to highlight the network adapters that will be used for the management network and press the [spacebar] to select each adapter. After all the adapters have been selected press [Enter] to continue. If you use VLAN tags set the VLAN-ID for the management network. Use the arrow keys to select "VLAN (optional), set the VLAN-ID for the management network and press [Enter]. If a VLAN-ID is not required skip this step. 25

26 Next, select "IP Configuration". Specify if the host will use a dynamic or static IP address. If using static IP address provide a host unique IP address along with the appropriate subnet mask and default gateway. Note, static IP addresses are recommended for vsphere hosts. Press [Enter] to continue. Next, select "DNS Configuration". Specify if the host will use dynamic or static DNS settings. If using static DNS settings, provide the IP address for the primary and alternate DNS server along with the server's hostname. Press [Enter] to continue. 26

27 Next, select "Custom DNS Suffixes". Enter the DNS suffix for the vsphere host and press [Enter] to continue. Press [Esc] to exit the "Configure Management Network" menu. When prompted to apply the changes press [Y]. 27

28 Next, verify the network settings. Select "Test Management Network" and press [Enter]. Press [Enter] to begin the test. The server will verify it has network connectivity by pinging its default gateway, the primary and alternate DNS servers, and by resolving the hostname. 28

29 Verify all the tests complete with a status "OK". Press [Enter] to close the window and press [Esc] to exit out of the System Customization menu. This concludes the walkthrough on installing and configuring vsphere ESXi on a vsphere host. Continue to the next PWT in the series to see how to add the vsphere host to vcenter Server. 1.3 vsphere Hosts Upgrade - ESXCLI Command 29

30 This walkthrough is designed to show how to upgrade a vsphere host using the "esxcli" command from within the ESXi Shell. Use the arrow keys to navigate through the screens. We begin by accessing the vsphere host's console. Here we see the host is currently running ESXi 5.0. We will upgrade this host to version 5.5 using the esxcli command. 30

31 At the host's console press [F2] to login as a full privileged administrative user. In this example we are logging in as "root". From the system customization menu, go to [Troubleshooting Options]. 31

32 Select [Enable ESXi Shell] and press [Enter] to enable the shell. We need to enable the ESXi shell before we can logon to it and perform the upgrade. Next, select [Enable SSH] and press enter to enable the SSH service. In this example we will use SSH to copy the ESXi 5.5 software depot onto the host prior to the upgrade. 32

33 Before we can upgrade the host we need to copy the ESXi 5.5 upgrade image onto a datastore that is accessible from the host. Here we have saved a copy of the ESXi 5.5 software depot onto a Linux desktop. We then used the secure copy command (scp) to copy it to the local datastore [local-ds-01] on our ESXi host. After copying the ESXi 5.5 software depot onto the host, we return to the host console and press Alt-F1 to access the ESXi Shell. 33

34 Login to the ESXi shell as an administrative user, in this example we have logged in as "root" Next, we run the esxcli software sources profile list command and pass in the location of the 5.5 software depot. This command provides a list of the available 5.5 image profiles. Here we see that there are two image profiles: a standard profile and a no-tools profile. We will use the Standard profile. 34

35 Next we perform the upgrade by running the "esxcli software profile update command" and pass in the location of the offline depot along with the name of the image profile that we want to use. As this command will generate a lot of output we re-direct the output into the file /tmp/output.txt to make it easier to review following the upgrade. Following the upgrade we run the command "more /tmp/output.txt" to review the results. 35

36 We see at the beginning of the output.txt file that the upgrade completed successfully and that a system reboot is needed for the upgrade to take affect. The remaining information captured in the output.txt file is a summary of the VIBs that were installed as part of the upgrade. Reboot the host to complete the upgrade. Following the reboot we see that the host is now running ESXi 5.5. This concludes the walkthrough on upgrading a vsphere host using the "esxcli" command from within the ESXi Shell. Use the navigation menu on the left to select the next walkthrough. 36

37 2. Host Profiles VMware vsphere Host Profiles offers configuration management and compliance checking for clusters of VMware ESXi hosts. 37

38 2.1 Checking host compliance Host Profiles - Granular Compliance Results Walkthrough Click to see topic media 2.2 Understanding Host Customizations Understanding How Host Profiles Handles Host-Specific Configuration Settings Through Customizations Host Profiles is an advanced capability of VMware vsphere that provides for configuration and compliance checking of multiple VMware ESXi hosts. Although a profile can be attached directly to a single host in vcenter Server, typically, a profile is attached to a vsphere cluster, where all the hosts have the same hardware, storage, and networking configurations. The latest release of vsphere includes several enhancements to Host Profiles. This article discusses two different sources of configuration settings for a host. While Host Profiles focuses on configuring identical settings across multiple hosts, certain items must be unique for each host. These unique items are known as customizations; in the past, known as answer files. Administrators initially configure a reference host to meet business requirements and then extract the entire configuration into a new profile which can be subsequently edited or updated as requirements change. These settings are applied to other hosts in the cluster through the process of remediation, and hosts that are not able to meet all the profile requirements are flagged as non-compliant. Profiles That Use Dynamic Addressing Require Little Customization In a very basic scenario, it is possible to forego customizations that require administrator input. This is the case if hosts are using DHCP for network identity IP address and hostname and there are no specific business requirements for setting unique root passwords per host. 38

39 Typical vsphere Host Configurations Use Static IP Addresses But for most customers, static IP addresses are desirable in the datacenter, at least for IP storage and perhaps for vmotion or other VMkernel interfaces. Security guidelines may require all hosts to have unique root credentials, and there are other configurable items in a profile that also need to be specified per host. In general, when an attribute in Host Profiles is set to prompt for user specified input, that item will need to be configured per-host through customizations. The following image gives some examples of settings on a host that will require customization: 39

40 When these customizations are missing, the profile will not be compliant for many reasons. For example, shared datastores cannot be mounted if the appropriate VMkernel IP address is not configured. 40

41 Host Customizations Supply the Necessary Static Elements Host customizations can be provided by vsphere administrators through a wizard during the remediation process, or they can be uploaded in bulk via CSV file a new feature of vsphere

42 Once the host customizations have been provided and stored on vcenter Server, the associated profile can be remediated to become compliant. 42

43 Persistence of Host Customization Data Host customization data is stored on vcenter Server, and will be deleted if a host is removed from inventory. This is an important behavior to be aware of, as sometimes hosts are removed and re-added to vcenter Server as part of troubleshooting or during a major rolling upgrade. And finally, be aware that these host customizations apply to both stateful hosts using traditional ondisk installation, as well as stateless hosts that are booted from the network with Auto Deploy. 43

44 Takeaways Host Profiles is a feature of vsphere designed to apply identical configuration to multiple VMware ESXi hosts Settings that are unique for individual hosts are provided through customizations vsphere Administrators enter or update customizations through graphical clients or via CSV file 2.3 Batch host customization Host Profiles - Batch Host Customization Walkthrough Click to see topic media 44

45 3. Auto Deploy VMware vsphere Auto Deploy uses industry-standard PXE technologies to boot VMware ESXi hosts directly from the network instead of local storage devices. 45

46 3.1 Enabling the new GUI for Image Builder Because the Image Builder and Auto Deploy features are tightly coupled, the UI is only visible when both of these services are running. To enable the GUI, navigate to Administration > System Configuration > Services in the vsphere Web Client. Start both services, and set them to start automatically, if desired. Then log out and back in to the Web Client to verify the Auto Deploy object is available. Alternatively, these services can be enabled via command line. Simply SSH into the VCSA and run the following commands: usr/lib/vmware-vmon/vmon-cli --update imagebuilder --starttype AUTOMATIC /usr/lib/vmware-vmon/vmon-cli --update rbd --starttype AUTOMATIC /usr/lib/vmware-vmon/vmon-cli --start rbd /usr/lib/vmware-vmon/vmon-cli --start imagebuilder Regardless of whether Auto Deploy is in use in an environment or not, the Image Builder GUI is a convenient alternative to the PowerCLI cmdlets previously required for creating custom VMware ESXi images. Administrators can upload zip depots of images and drivers, as well as create online depots that connect to VMware or OEM partner image repositories. 46

47 The full URL of the VMware public depot is: PRODUCTION/main/vmw-depot-index.xml In addition to being available to Auto Deploy for deploy rule creation, the UI also allows administrators to customize, compare, or export images to ISO or zip format for a variety of uses. The vsphere 6.5 product documentation describes the functionality in more detail. Even though the PowerCLI Image Builder is still available, this new Image Builder GUI helps those customers that prefer a more guided approach for these tasks. 3.2 Using the new GUI Auto Deploy GUI Software Depots and Deploy Rules Walkthrough Click to see topic media 3.3 New Discovered Hosts Workflow Auto Deploy GUI Discovered Hosts Walkthrough Click to see topic media VMware vsphere 6.5 Auto Deploy Discovered Hosts Workflow Demo Click to see topic media 3.4 Adding Reverse Proxy Caching The latest release of VMware vsphere contains improvements to Auto Deploy, including a new graphical user interface, a new deployment workflow, and various manageability and operational enhancements. One such enhancement is a dramatically-simplified caching capability. There are several reasons why you might consider adding reverse proxy caching to your Auto Deploy infrastructure. First, this design will reduce the load on the vcenter Server Appliance and Auto Deploy service, freeing up resources for other processes. Second, the boot time of individual stateless VMware ESXi hosts is modestly improved saving about 30 seconds in a typical setup, possibly more in a heavily-loaded environment. Finally, you can potentially boot far more stateless hosts concurrently without overwhelming the VCSA. 47

48 Resiliency is a natural priority when changing critical infrastructure components. I m glad to report that the new reverse proxy design does not create a single point of failure, since you can deploy multiple proxy servers that are tried in a round-robin sequence with no load balancers. Furthermore, if all proxies happen to become unavailable, the stateless clients fail gracefully back to the default behavior of directly accessing the Auto Deploy server. This is a welcome improvement over previous releases. Just keep in mind that the caches are only for performance optimization, and not for redundancy of the overall stateless infrastructure the Auto Deploy server is still in charge and must be online for successful host boot operations. Instant Reverse Proxy Container If you like the sound of these benefits, then it s easy enough to test this design by quickly deploying a Docker container configured for the task. Create one or two Linux VMs running Docker (I m using PhotonOS in my lab) and fire up the Nginx container that I published on Hub: docker run --restart=always -p 5100:80 -d -e AUTO_DEPLOY= :6501 egray/ auto_deploy_nginx In the above example, the proxy will listen on port 5100 and fetch any requested ESXi image files from your existing Auto Deploy server located at Run this container on each VM that will act as a proxy, and make note of their IP addresses for the next part. Connectivity Test Before you configure Auto Deploy to use these new caches, it s a good idea to verify connectivity. One way to do this is to watch the Nginx log file while manually requesting a file from the cache. To watch the Nginx log, get the id of the container and use the docker logs f command: root@photon-a9f9d2d38769 [ ~ ]# docker ps CONTAINER ID IMAGE COMMAND CREATED STATUS PORTS NAMES c73960b6cd13 egray/auto_deploy_nginx "/bin/sh - c 'envsubst" 5 seconds ago Up 4 seconds 443/tcp, :5100->80/ tcp determined_booth root@photon-a9f9d2d38769 [ ~ ]# docker logs -f c739 Then, request the Auto Deploy tramp file from another system, like so: $ curl set max-retries 6 set retry-delay 20 post /vmw/rbd/host-register?bootmac=${mac} Confirm that the proxy responds immediately with the above output. If it does not, go back and double-check addresses, ports, and other potential connectivity problems. Also, observe the log file that is being tailed for a corresponding hit. Activate the Proxies Now that you have one or more reverse proxies up and running, it s time to configure Auto Deploy to start using them. This is done by using PowerCLI, through a new cmdlet introduced in the 6.5 release. Run the following command for each proxy you need to register, adjusting the address accordingly: Add-ProxyServer -Address Add-ProxyServer -Address 48

49 Check the configuration by running Get-ProxyServer, and if necessary, remove a proxy from rotation with the Remove-ProxyServer cmdlet.at this point, any stateless hosts that boot will use the cache. You can verify the configuration by accessing the Auto Deploy diagnostics web interface: Click on any listed host, then on the diagnostics page that will appear, click Get ipxe Configuration. Check the resulting configuration for the multiple-urs directive and lines beginning with uris -a that point to your proxy caches, like so: set watchdog-expiration 600 set multiple-uris 1 uris -a uris -a kernel -n colonel.c32 /vmw/cache/fe/be5d851efb91bf4c5484d99498a04c/ mboot.c32.c0a4d96685fec0cd2eba007e904ff115 imgargs colonel.c32 -c /vmw/rbd/host/0c111f c3bc56f091df6/boot.cfg -e boot colonel.c32 Action! Boot or reboot stateless hosts, and they will access the proxy caches. You can monitor requests coming to the Auto Deploy server and to the caches to verify the changes have taken effect. Note that the first time a host boots, the proxy will need to fetch all the files from Auto Deploy to cache them. After that, everything but a small set of non-cacheable files will be served from the caches. The caches are easy to monitor through the docker logs command, as described above. It s also pretty simple to watch key activity on the Auto Deploy (VCSA) system. Try the following command with and without the caches enabled if you want to get a feel for the boot time reduction in your environment: root@vcsa [ ~ ]# tail -f /var/log/vmware/rbd/ssl_request_log egrep 'tramp waiter boot.cfg /up' From Concept to Production The example above is a proof of concept, intended to help you understand how to configure and monitor the effects of reverse proxies. For most production datacenters, it would be wise to create a proxy server that is equipped with SSL certificates so that the traffic between hosts and the proxies can be encrypted. The Nginx SSL configuration is straightforward, but beyond the scope of this article. You can also read how I created the container if you want to use that as a reference. Summary The new reverse proxy cache feature in Auto Deploy 6.5 is very easy to set up, and will boost performance without introducing additional failure points to your vsphere infrastructure. Docker containers running Nginx offer a simple way to demonstrate the concept in your environment. 49

50 4. vsphere Update Manager VMware vsphere Update Manager, or VUM, is the easiest way to patch and upgrade VMware ESXi hosts at scale. 50

51 4.1 Upgrading a cluster with VUM vsphere Update Manager Overview & Cluster Upgrade Walkthrough Click to see topic media VMware vsphere 6.5 Embedded Update Manager (VUM) Demo Click to see topic media 4.2 Terminology Overview Downloading Updates and Related Metadata Downloading virtual appliance upgrades, host patches, extensions, and related metadata is a predefined automatic process that you can modify. By default, at regular configurable intervals, Update Manager contacts VMware or third-party sources to gather the latest information (metadata) about available upgrades, patches, or extensions. VMware provides information about patches for ESXi hosts and virtual appliance upgrades. Update Manager downloads the following types of information: Metadata about all ESXi 5.5 and ESXi 6.x patches, regardless of whether you have hosts of such versions in your environment or not. Metadata about ESXi 5.5 and ESXi 6.x patches as well as about extensions from third-party vendor URL addresses. Notifications, alerts, and patch recalls for ESXi 5.5 and ESXi 6.x hosts. Metadata about upgrades for virtual appliances. Downloading information about all updates is a relatively low-cost operation in terms of disk space and network bandwidth. The availability of regularly updated metadata lets you add scanning tasks for hosts or appliances at any time. Update Manager supports the recall of patches for hosts that are running ESXi 5.0 or later. A patch is recalled if the released patch has problems or potential issues. After you scan the hosts in your environment, Update Manager alerts you if the recalled patch has been installed on a certain host. Recalled patches cannot be installed on hosts with Update Manager. Update Manager also deletes all the recalled patches from the Update Manager patch repository. After a patch fixing the problem is released, Update Manager downloads the new patch to its patch repository. If you have already installed the problematic patch, Update Manager notifies you that a fix was released and prompts you to apply the new patch. If Update Manager cannot download upgrades, patches, or extensions for example, if it is deployed on an internal network segment that does not have Internet access you must use UMDS to download and store the data on the machine on which UMDS is installed. The Update Manager server can use the upgrades, patches, and extensions that UMDS downloaded after you export them. For more information about UMDS, see Installing, Setting Up, and Using Update Manager Download Service. You can configure Update Manager to use an Internet proxy to download upgrades, patches, extensions, and related metadata. You can change the time intervals at which Update Manager downloads updates or checks for notifications. For detailed descriptions of the procedures, see Configure Checking for Updates and Configure Notifications Checks. 51

52 Types of Software Updates and Related Terms Update Manager downloads software updates and metadata from Internet depots or UMDS-created shared repositories. You can import offline bundles and host upgrade images from a local storage device into the local Update Manager repository. VIB Bulletin Depot A VIB is a single software package. A grouping of one or more VIBs. Bulletins are defined within metadata. A logical grouping of VIBs and associated metadata that is published online. Host upgrade image An ESXi image that you can import in the Update Manager repository and use for upgrading ESXi 5.5 or ESXi 6.0 hosts to ESXi 6.5. Extension A bulletin that defines a group of VIBs for adding an optional component to an ESXi host. An extension is usually provided by a third party that is also responsible for patches or updates to the extension. Metadata Offline bundle ZIP Patch Roll-up VA upgrade Extra data that defines dependency information, textual descriptions, system requirements, and bulletins. An archive that encapsulates VIBs and corresponding metadata in a self-contained package that is useful for offline patching. You cannot use third-party offline bundles or offline bundles that you generated from custom VIB sets for host upgrade from ESXi 5.5 or ESXi 6.0 to ESXi 6.5. A bulletin that groups one or more VIBs together to address a particular issue or enhancement. A collection of patches that is grouped for ease of download and deployment. Updates for a virtual appliance, which the vendor considers an upgrade. 52

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