voptimizer Pro Version Installation Guide

Transcription

1 voptimizer Pro Version 3.1.1

2 2010 Quest Software, Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Quest, Inc. If you have any questions regarding your potential use of this material, contact: Quest, Inc 975 Weiland Road Buffalo Grove, IL info@quest.com Refer to our Web site for regional and international office information. Trademarks Quest, the Quest logo, and voptimizer Pro are trademarks and registered trademarks of Quest, Inc in the United States of America and other countries. Other trademarks and registered trademarks used in this guide are property of their respective owners. Patent Pending Third Party Contributions For a list of third-party components and licenses, see Appendix: License Credits. Disclaimer The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document. March 2011 Version 3.1.1

3 Table of Contents Introduction... 5 About voptimizer Pro... 6 About this Guide... 6 How to Use this Guide... 6 Text Conventions... 7 voptimizer Pro Documentation Suite... 7 Core Documentation Set... 7 About Quest Software, Inc... 9 Contacting Quest Software... 9 Contacting Quest Support... 9 System Requirements Installation Requirements Resource Requirements Software Requirements Supported Platforms Supported Guest Operating Systems Partition Alignment System Optimization Storage Reclamation Guest OS Configuration Requirements VMware Tools installed Connected NIC Supported Network Adapters Supported Disk Controllers... 16

4 4 voptimizer Pro DHCP support...16 VM Names...17 Free Space Requirements for Guest OS...17 Windows Guest OS Specific Requirements...17 Linux Guest OS Specific Requirements...18 UAC Settings for Windows Guest OS...19 Ports Settings...19 WMI Configuration...19 Supported File Systems...20 Unsupported Configurations...21 CBT limitations...21 Installing voptimizer Pro Preparing to Install...24 Installing a New Version of voptimizer Pro...24 Updating voptimizer Pro...26 Uninstalling voptimizer Pro...27 Running voptimizer Pro Starting voptimizer Pro...30 Licenses and Activation...31 License Types...31 Activating voptimizer Pro...31 Installed Licenses...31 Appendix. License Credits... 33

5 1 Introduction voptimizer Pro is the recognized industry standard VM optimization solution. voptimizer Pro reduces a virtual machine's virtual hard drive to the smallest size possible and also optimizes Window and Linux guest operating systems for speed and performance.

6 6 voptimizer Pro About voptimizer Pro voptimizer Pro is a Windows and Linux VM optimization and storage reclamation solution that helps to manage VM sprawl and growing enterprise storage costs. It also maximizes the guest OS performance of every running VM. The main features of voptimizer Pro are: Enabling the ESX/ESXi datastores space reclamation for Windows and Linux based VMs. Improving I/O performance of ESX/ESXi servers datastores by aligning partitions to specified value. Improving VM performance and reducing Windows footprint by periodic deletion of selected files and services. voptimizer Pro performs partition adjustment of any ESX/ESXi based VM. The adjustment includes the following processes: Automated mounting of offline VMs. Inspection of VM file system and guest OS. VM partitions resizing. About this Guide In this section you will learn how to use this guide and the rest of the documentation set, as well as get acquainted with the text conventions are used in this guide. How to Use this Guide This subsection will guide you through a voptimizer Pro installation process. Here you will learn the information on system requirements and licensing. This guide consists of the following chapters: Chapter 1: System Requirements Chapter 2: Installing voptimizer Pro Chapter 3: Running voptimizer Pro

7 Introduction 7 voptimizer Pro Documentation Suite Text Conventions The following table summarizes how text styles are used in this guide: Convention Code Variables Interface Files, components, and documents Description Monospace text represents code, code objects, and commandline input. This includes: Java language source code and examples of file contents. Classes, objects, methods, properties, constants, and events. HTML documents, tags, and attributes. Monospace-plus-italic text represents the variable code or command-line objects that are replaced by an actual value or parameter. Bold text is used for interface options that you select (such as menu items), as well as keyboard commands. Italic text is used to highlight the following items: Path names, file names, and programs. Figure captions. The names of other documents referenced in this guide. voptimizer Pro Documentation Suite The documentation suite is made up of the core documentation set and the documentation set for the advanced configurations: Online Help: You can open online help by clicking Help in the Help menu. PDF: The What s New Guide, Installation and Setup Guide,and the User Guide, are provided as PDF files. The files are included in the zip file downloaded from Quest. Adobe Reader is required. Core Documentation Set The core documentation set consists of the following: Release Notes (PDF)

8 8 voptimizer Pro What s New (PDF) (PDF) voptimizer Pro User Guide (PDF and online help)

9 Introduction 9 About Quest Software, Inc. About Quest Software, Inc. Quest Software Inc. simplifies and reduces the cost of managing IT for more than 100,000 customers worldwide. Our innovative solutions make solving the toughest IT management problems easier, enabling customers to save time and money across physical, virtual and cloud environments. For more information about Quest go to Contacting Quest Software Mail Web site info@quest.com Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA USA Refer to our Web site for regional and international office information. Contacting Quest Support Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to SupportLink, our self-service portal. Visit SupportLink at From SupportLink, you can do the following: Retrieve thousands of solutions from our online Knowledgebase Download the latest releases and service packs Create, update and review Support cases View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies and procedures. The guide is available at: support.quest.com.

10 10 voptimizer Pro

11 2 System Requirements This chapter outlines the hardware and software requirements for installing voptimizer Pro and the supported platforms for optimization.

12 12 voptimizer Pro Installation Requirements The resource requirements to run voptimizer Pro can vary according to the following factors: The number and size of VMs being optimized. The number of concurrent optimization jobs. To perform large scale production implementation, conduct a proper scoping and sizing exercise. Your machine must match the hardware requirements described below. Resource Requirements voptimizer Pro is a standalone application that requires no external database or infrastructure components. The resource requirements for the voptimizer Pro application are: CPU: 1 GHz 32-bit (x86) processor. RAM: 1 GB of system memory. Storage: At least 4 GB free hard disk space. Graphics: At least 1024x768 video resolution. Software Requirements voptimizer Pro requires a physical or virtual machine running one of the following operating systems. All service pack levels are supported. Windows Server 2008 (x86, x64) Windows Server 2008 R2 (x64) Windows Server 2003 (x86, x64) Windows 7 (x86, x64) Windows Vista Business or Ultimate (x86, x64) Windows XP Professional (x86, x64) Note voptimizer Pro does not work properly if installed on a 64-bit virtual machine in ESX3.0.X.There is no issue for ESX3.5, ESX4.0 or ESX 4.1.

13 System Requirements 13 Supported Platforms voptimizer Pro requires Microsoft.NET Framework version 2.0 and 4.0. You can confirm that you have.net Framework installed by accessing Start>Add or Remove Programs. You can install.net Framework v2.0 and v4.0 through Internet Explorer>Tools>Windows Update. Alternately, you can download it from Note When additional required components are downloaded and installed during the installation process, you will be prompted to restart your machine. Note To optimize VMs using the Boot image strategy, make sure that TCP port is open on your client machine (where voptimizer Pro is installed). Supported Platforms voptimizer Pro supports the following versions of VMware ESX Server: VMWare ESX(i) Server 4.1 VMWare ESX(i) Server 4.0 VMware ESX(i) Server 3.5 Update 3 VMware ESX(i) Server 3.5 Update 2 VMware ESX(i) Server 3.5 Update 1 VMware ESX(i) Server 3.5 The following versions of ESX Server are not supported: VMware ESX Server VMware ESX Server Update 1 VMware ESX Server VMware ESX Server VMware ESX Server VMware ESX Server 2.5.3

14 14 voptimizer Pro VMware ESX Server Note When trying to run 32-bit applications in a 64-bit Windows guest operating systems, you may receive an exception. To resolve it, you need to install the following Microsoft patches: More information regarding this issue is available at search.do?language=en_us&cmd=displaykc&externalid= Supported Guest Operating Systems voptimizer Pro performs: Partition alignment Storage reclamation Guest optimizations The supported guest operating systems differ for each function. Partition Alignment Windows Server 2008 (x86, x64) Windows Server 2008 R2 (x64) Windows Server 2003 (x86, x64) Windows 2000 Server (x86) Windows 2000 Professional (x86) Windows 7 (x86, x64) Windows Vista Business or Ultimate (x86, x64) Windows XP Professional (x86, x64) Red Hat Enterprise Linux Advanced Server 5.x and 4.x (except RHEL 4.0) (x86, x64) SUSE 10.x and 11.x (x86 and x64)

15 System Requirements 15 Guest OS Configuration Requirements System Optimization Windows Server 2003 (x86, x64) Windows 2000 Server (x86) Windows 2000 Professional (x86) Windows XP Professional (x86, x64) All service packs are supported. Storage Reclamation Windows Server 2008 (x86, x64) Windows Server 2008 R2 (x86, x64) Windows Server 2003 (x86, x64) Windows 2000 Server (x86) Windows 2000 Professional (x86) Windows 7 (x86, x64) Windows Vista Business or Ultimate (x86, x64) Windows XP Professional (x86, x64) Red Hat Enterprise Linux Advanced Server 5.x and 4.x (except RHEL 4.0) (x86, x64) SUSE 10.x and 11.x (x86 and x64) Guest OS Configuration Requirements voptimizer Pro communicates with target VMs using their IP address. In addition, voptimizer Pro uses VMware Tools to perform a set of optimization and resize processes. That is why VMware Tools must be installed and running on every target VM. Caution voptimizer Pro will not be able to optimize or resize VMs without these configurations.

16 16 voptimizer Pro VMware Tools installed VMware Tools is a utilities suite that enhances the VM performance on a guest operating system. VMware Tools must be installed and running on target VMs, otherwise, voptimizer Pro will not be able to optimize or resize a VM. Connected NIC To connect VM to a physical network, virtual network card (vnic) must be connected and mapped to a vswitch and at least one physical network adapter. Any VM to be optimized should be configured so that its eth0 interface (ethernet interface) is active at the boot time. voptimizer Pro is unable to optimize improperly configured VMs. Supported Network Adapters The following network adapters are supported: E1000 Flexible Vmxnet 2 Vmxnet 3 Supported Disk Controllers The following SCSI disk controllers are supported: BusLogic Parallel LSI Logic Parallel LSI Logic SAS VMware Paravirtual DHCP support To optimize all Linux VMs and Windows VMs via Boot Image strategy, the DHCP services must be available on the VM network.

17 System Requirements 17 Guest OS Configuration Requirements VM Names Avoid using special characters in VM names shown in the figure below, otherwise it can cause problems during VMDK resizing: ampersand & dollar sign $ plus sign + asterisk * double quote " question mark? at equals = semicolon ; braces {} exclamation point! single quote bracket [] number sign # slash/backslash /\ carrot ^ parentheses () space colon : percent sign % tilde ~ comma, period. underscore _ dash - pipe Free Space Requirements for Guest OS To run system optimization, voptimizer Pro needs at least 6.5 MB of free space on a guest OS. To run resize optimization, voptimizer Pro needs at least 4 MB of free space on a guest OS. To run both system and resize optimization, voptimizer Pro needs at least 6.5 MB of free space on a guest OS. Space and Alignment scanning do not require free space on a guest OS. Windows Guest OS Specific Requirements The following requirements must be met on the Windows OS: File and printer sharing should be turned on.

18 18 voptimizer Pro The account used by voptimizer Pro must be added to the Administrators group. Administrators group must have to access computer from network. Network access for local accounts must be Classic - Local users authenticate as themselves. Each logical disk (partition) to be optimized must have drive letter assigned. Linux Guest OS Specific Requirements The following requirement should be met on the Linux VMs that you wish to optimize by using voptimizer Pro: The SSH daemon must be running on the source system. PermitRootLogin must be enabled in /etc/ssh/sshd_config, if the root user is to be used to login to the source system. PasswordAuthentication must be enabled in /etc/ssh/sshd_config. ChallengeResponseAuthentication must be set to No. Note If /etc/ssh/sshd_config was reconfigured, SSH daemon should be restarted. If /etc/ ssh/sshd_config already contains correct settings restart is not required. To restart SSH daemon, use the following command: /etc/init.d/sshd restart. SSH must be enabled in firewall. VMware Tools should be installed on the source system. It is recommended to test VM availability via SSH after configuring, before first resize. In addition to that voptimizer Pro requires a number of Linux components to be installed on Linux VMs being optimized. If you receive error messages during Linux optimization (like Failed to create and configure RAM disk within optimizing virtual machine), check whether all required components are installed. To do so: 1 Select Support from the Help menu. 2 Click Prepare Log Files. 3 Follow the prompted path to the log file and verify the list for the missing components.

19 System Requirements 19 Guest OS Configuration Requirements UAC Settings for Windows Guest OS In Windows Vista, Windows 7, and Windows Server 2008, User Account Control (UAC) must be configured. Select one of the following options: Disable UAC. Use built-in user administrator. If you want to use custom user credentials, configure UAC setting User Account Control: Behavior of elevation prompts for administrators in Admin Approval Mode to Elevate without prompting for the voptimizer Pro user credentials. Ports Settings Make sure that the following ports are open in the firewall used with your VMs: 1 Port 445 must be open for Windows Management Instrumentation (WMI). 2 Ports must be open for Remote Procedure Call (RPC). 3 Port 22 must be open for SSH connection to Linux VMs. Make sure that the following ports are open in the ESX host (for COS optimization strategy): 1 SMTP agent connection port (default value: 422). 2 Port 22 must be open for SSH connection. WMI Configuration These requirements are applied to Windows virtual machines only. 1 Make sure your domain account belongs to the Administrators group. 2 Click Administrative tools -> Server Manager -> Configuration -> WMI Control. 3 Right-click to open WMI Control Properties -> Security tab. 4 Select Root and click the Security button. 5 Make sure that the Administrators and the Network Service groups have all permissions enabled.

20 20 voptimizer Pro 6 Enable WMI via Firewall via the following command: netsh firewall set service RemoteAdmin enable 7 Make sure that RPC, WMI and DCOM services are running. The following trees and nodes are required for voptimizer Pro: \root\cimv2 Win32_OperatingSystem All Win32_LogicalDiskToPartition All Win32_LogicalDisk DeviceID FileSystem Note if you are not sure how to configure WMI, use the default settings or ask your System Administrator. Supported File Systems The following Linux file systems are supported: EXT2 EXT3 EXT4 The following Windows file systems are supported: NTFS Note It is not recommended to optimize a VM that is heavily fragmented. We recommend to run the defrag operation prior to optimization.

21 System Requirements 21 Unsupported Configurations Unsupported Configurations There are several configurations, for which voptimizer Pro s resizing operations are not supported. These configurations are: Operations with VM containing both dynamic and basic disks are limited. voptimizer does not support the resizing and aligning dynamic disks feature. GPT (GUID Partition Table), IDE (Integrated Drive Electronics), LVM (Logical Volume Manager) disks are not supported. voptimizer denies optimization of VMs that contain at least one RDM (Raw Device Mapping) disk. voptimizer Pro has restricted support for VMDKs with enabled CBT. For more information, see CBT limitations on page 21. voptimizer Pro has restricted support for VMDK v3 as 3rd version means enabled CBT. For more information, see CBT limitations on page 21. voptimizer neither reports on or optimizes logical disks (partitions) that do not have driver letter (for Windows) or mount point (for Linux) assigned. voptimizer Pro cannot perform optimization with: Virtual machines that are turned off. Virtual machines that contain snapshots. Caution This list should not be considered as exhaustive. CBT limitations CBT is a new feature in vsphere that can keep track of the changed virtual disk blocks. To optimize VM where CBT is enabled, use the Boot image optimization strategy. Note voptimizer Pro is unable to detect all CBT-enabled VMDK files (or unsupported VMDK versions) unless VM is added to a Project and user clicks on that VM to gather info.

22 22 voptimizer Pro

23 3 Installing voptimizer Pro This section guides you through the process of installing voptimizer Pro using the voptimizer Pro installer.

24 24 voptimizer Pro Preparing to Install To install voptimizer Pro, you will need: A physical or virtual machine to host the voptimizer Pro installation. Administrator access to the machine on which voptimizer Pro will be installed. Installing a New Version of voptimizer Pro Installation of voptimizer Pro is the same for all platforms. The procedure below assumes that you have voptimizer Pro downloaded from the Quest website. By default, voptimizer Pro is installed with the auto-trial license. To install a commercial license, you will need to activate it. For more information, see Activating voptimizer Pro on page 31. To install voptimizer Pro: Step 1: Extracting File The voptimizer Pro installer prompts you to extract the setup.exe and voptimizer.msi. 1 Click Unzip to accept the default directory. or Click Browse and select a different location. Click Unzip After the extraction completes, the Welcome to the voptimizer Pro Setup Wizard dialog box appears. Note voptimizer Pro may require reboot during the installation process. The self-extracting archive should be unpacked to a folder, which is not cleaned after reboot. Step 2: Welcome Screen The Welcome to the voptimizer Pro Setup Wizard dialog box indicates that the installation process is started: 1 Click Next.

25 Installing voptimizer Pro 25 Installing a New Version of voptimizer Pro Step 3: License Agreement 1 Read the License Agreement statement, and accept or decline its terms and conditions. 2 If you select I Agree, click Next Step 4: Installation Folder 1 Select the location where you want to install voptimizer Pro. You can accept the default location C:\Program Files\Quest Software\vOptimizer Pro or click Browse to specify another location. 2 If necessary, click Check Free Space to see the amount of free space available on the local machine, and how much space is required to install voptimizer Pro. 3 Click Next. Step 5: Confirm Installation 1 Click Next to install voptimizer Pro. The installation process may take several minutes. Step 6: Complete When installation is complete. Click Finish to exit the installer.

26 26 voptimizer Pro Updating voptimizer Pro To update the earlier version of voptimizer Pro installed on your computer, do the following: 1 Make sure that there is no optimization running. 2 Close voptimizer Pro. 3 Run installation. 4 Install the application. 5 The Installation Wizard will prompt you to convert the settings. Confirm the conversion. 6 Update your license. For more information, see Activating voptimizer Pro on page 31. To upgrade voptimizer Pro from version to a newer version, do the following: 1 Make sure that there is no optimization running. 2 Close voptimizer Pro. 3 Run installation. 4 Install the application. 5 All required settings will be converted automatically. Note When you upgrade voptimizer Pro 3.x to a later version, the license activation is preserved. You do not need to reactivate it. For more information, see Activating voptimizer Pro on page 31.

27 Installing voptimizer Pro 27 Uninstalling voptimizer Pro Uninstalling voptimizer Pro Uninstalling voptimizer Pro is a utilizing of the application s installer. To remove voptimizer Pro: Step 1: voptimizer Pro Installer 1 Click Start>Programs> Quest Software > voptimizer Pro > Uninstall voptimizer Pro The Quest voptimizer Pro Setup Wizard is displayed. 2 Select Remove Quest voptimizer Pro. 3 Click Next. Step 2: voptimizer Pro Database voptimizer Pro maintains the Cost Statistics database. You are prompted to choose whether to keep or delete this database. 1 If you are going to reinstall voptimizer Pro, click Yes. This will save the voptimizer Pro database for future installations. or If you are not going to reinstall voptimizer Pro, click No. Caution This will permanently delete the Cost Statistics database. 2 The removal is completed, Click Finish.

28 28 voptimizer Pro

29 4 Running voptimizer Pro This section contains the following chapters:

30 30 voptimizer Pro Starting voptimizer Pro The instructions in this chapter assume that you have voptimizer Pro installed on your machine. For more information, see Installing a New Version of voptimizer Pro on page 24. You can access voptimizer Pro through the Start menu: Click Start>Programs> Quest Software > voptimizer Pro > voptimizer Pro Note The voptimizer Pro User Guide and online help files can be accessed from the same location. voptimizer Pro Service The voptimizer Pro Service must be running for voptimizer Pro proper work. To verify the Service is running: 1 From the Start menu, right-click My Computer. 2 Click Manage. 3 Go to Services and Application to find voptimizer Pro Services. If the voptimizer Pro Service is running, the service Status will be Started column. or If the voptimizer Pro Service is stopped, select the service and click Start.

31 Running voptimizer Pro 31 Licenses and Activation Licenses and Activation License Types There are the following types of licenses: Auto-trial license, included by default to the installation package. With this license you can perform five optimizations. The trial period is 60 days. Per-socket license allows optimization on a certain number of CPUs on VirtualCenter/ESX Server hosts. Trial license (per-optimization) restricts optimization count. Must be applied prior to expiration of the current trial license. Activating voptimizer Pro The licensing procedure in voptimizer Pro 3.x differs from the earlier versions. In voptimizer Pro 2.x, you activate licenses by entering the License key. In voptimizer Pro 3.x, you have to specify the path to the license file instead of entering the License key. To receive the license file, please contact the Support team. Note If you upgrade voptimizer Pro 2.x to 3.x version, you will need to contact the Support team to receive a new license file. If a copy of voptimizer Pro 3.x is already installed on your machine, your license will be preserved. To activate voptimizer Pro: 1 Select Activation from the Help menu. The Activation Wizard appears. 2 Click Next. 3 Specify the License file location, or press to browse the file. 4 Click Next and complete the Wizard steps to activate voptimizer Pro. Installed Licenses To check the licenses that are currently installed with your copy of voptimizer Pro, do the following:

32 32 voptimizer Pro 1 Select About from the Help menu. 2 Click View license details. The list of installed licenses with the number of available optimizations will be displayed. Figure 1

33 Appendix. License Credits 33 Appendix. License Credits voptimizer Pro contains some third-party components (listed below). Copies of their Licenses may be found on our web site at Component License or Acknowledgement log4net for.net Framework 2.0 Log4net License SharpSSH SharpSSH License SharpZipLib* SharpZipLib License Libstdc++ Libstdc++ License Libgcc2 Libgcc2 License OpenSSH OpenSSH License Libc.so.6 Libc License Libm.so.6 Libm License Libpthread.so.0 Libpthread License Libcom_err.so.2 Libcom License Libext2fs Libext2fs License zlib zlib License

34 34 voptimizer Pro Component License or Acknowledgement FreeBSD BSD 4.4 License Text BSD Simple Libxml2.so.5 MIT 1.0 *For a copy of the source code for this component, please visit

35 Index 35 H Hardware Requirements 12 I Installation Requirements 12 Installing voptimizer Pro 24 VMware Tools 16 voptimizer Pro Installing 24 Service 30 Starting 30 Uninstalling 27 R Requirements Guest Configuration 15 Hardware 12 Installation 12 Software 12 S Software Requirements 12 support 9 Supported Characters in VM Names 17 Guest OS 14 Platforms 13 T technical support 9 Text conventions 7 U Uninstalling voptimizer Pro 27 Keeping cost database 27 V VM Names 17