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E-book

Mastering VMware vSphere 5

ISBN: 978-1-118-18012-9
768 pages
September 2011
Mastering VMware vSphere 5 (1118180127) cover image
A new and updated edition of bestselling Mastering VMware vSphere 4

Written by leading VMware expert, this book covers all the features and capabilities of VMware vSphere. You'll learn how to install, configure, operate, manage, and secure the latest release.

  • Covers all the new features and capabilities of the much-anticipated new release of VMware vSphere
  • Discusses the planning, installation, operation, and management for the latest release
  • Reviews migration to the latest vSphere software
  • Offers hands-on instruction and clear explanations with real-world examples

Mastering VMware vSphere is the strategic guide you need to maximize the opportunities of virtualization.

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Introduction xxi

Chapter 1 Introducing VMware vSphere 5 1

Exploring VMware vSphere 5 1

Examining the Products in the vSphere Suite 3

Examining the Features in VMware vSphere 8

Why Choose vSphere? 20

The Bottom Line 22

Chapter 2 Planning and Installing VMware ESXi 23

Planning a VMware vSphere Deployment 23

Selecting ESXi Installable or ESXi Embedded 24

Choosing a Server Platform 25

Determining a Storage Architecture 26

Integrating with the Network Infrastructure 27

Deploying VMware ESXi 29

Installing VMware ESXi Interactively 29

Performing an Unattended Installation of VMware ESXi 35

Deploying VMware ESXi with vSphere Auto Deploy 40

Deploying VMware ESXi Embedded 46

Performing Post-installation Confi guration 47

Installing the vSphere Client 47

Reconfi guring the Management Network 50

Confi guring Time Synchronization 52

The Bottom Line 53

Chapter 3 Installing and Confi guring vCenter Server 55

Introducing vCenter Server 55

Centralizing User Authentication Using vCenter Server 57

Providing an Extensible Framework 59

Choosing the Version of vCenter Server 60

Planning and Designing a vCenter Server Deployment 61

Sizing Hardware for vCenter Server 62

Choosing a Database Server for vCenter Server 63

Planning for vCenter Server Availability 65

Running vCenter Server in a VM 67

Installing vCenter Server 68

Confi guring the vCenter Server Backend Database Server 69

Running the vCenter Server Installer 75

Installing vCenter Server in a Linked Mode Group 80

Deploying the vCenter Server Virtual Appliance 84

Accepting the End-User License Agreement 87

Confi guring the Database 88

Starting the vCenter Server Services 88

Exploring vCenter Server 88

What’s in the vCenter Server Home Screen? 89

Using the Navigation Bar 90

Creating and Managing a vCenter Server Inventory 90

Understanding Inventory Views and Objects 91

Creating and Adding Inventory Objects 93

Exploring vCenter Server's Management Features 97

Understanding Basic Host Management 97

Examining Basic Host Confi guration 99

Using Scheduled Tasks 101

Using Events View in vCenter Server 103

Using vCenter Server's Maps 104

Working with Host Profiles 106

Managing vCenter Server Settings 108

Custom Attributes 109

vCenter Server Settings 111

Roles 116

Sessions 116

Edit Message of the Day 116

Export System Logs 116

The Bottom Line 118

Chapter 4 Installing and Confi guring vSphere Update Manager 121

Overview of vSphere Update Manager 121

Installing vSphere Update Manager 123

Defi ning the Requirements 124

Confi guring VUM’s Database 125

Creating the Open Database Connectivity Data Source Name 128

Installing VUM 129

Installing the Update Manager Download Service (Optional) 132

Installing the vSphere Update Manager Plug-in 133

Reconfi guring the VUM or UMDS Installation with the Update Manager Utility 134

Upgrading VUM from a Previous Version 135

Confi guring vSphere Update Manager 135

Routine Updates 145

Attaching and Detaching Baselines or Baseline Groups 145

Performing a Scan 148

Staging Patches151

Remediating Hosts152

Upgrading the VMware Tools 156

Upgrading Virtual Appliances and Host Extensions158

Upgrading Hosts with vSphere Update Manager158

Importing an ESXi Image and Creating the Host Upgrade Baseline159

Upgrading a Host 161

Upgrading VM Hardware 163

Performing an Orchestrated Upgrade 165

Investigating Alternative Update Options 165

Using vSphere Update Manager PowerCLI 165

Upgrading and Patching without vSphere Update Manager 166

The Bottom Line 167

Chapter 5 Creating and Configuring Virtual Networks 169

Putting Together a Virtual Network 169

Working with vSphere Standard Switches 172

Comparing Virtual Switches and Physical Switches 173

Understanding Ports and Port Groups 174

Understanding Uplinks 176

Confi guring Management Networking 179

Confi guring VMkernel Networking 182

Confi guring VM Networking 186

Confi guring VLANs 187

Confi guring NIC Teaming 192

Using and Confi guring Traffic Shaping 204

Bringing It All Together 205

Working with vSphere Distributed Switches 209

Creating a vSphere Distributed Switch 210

Removing an ESXi Host from a Distributed vSwitch 214

Removing a Distributed vSwitch 216

Creating and Confi guring dvPort Groups 217

Managing Adapters 223

Using NetFlow on vSphere Distributed Switches 228

Enabling Switch Discovery Protocols 230

Setting Up Private VLANs 231

Installing and Confi guring the Cisco Nexus 1000V 234

Installing the Cisco Nexus 1000V 235

Confi guring the Cisco Nexus 1000V 243

Confi guring Virtual Switch Security 245

Understanding and Using Promiscuous Mode 247

Allowing MAC Address Changes and Forged Transmits 247

The Bottom Line 251

Chapter 6 Creating and Confi guring Storage Devices 253

Reviewing the Importance of Storage Design 253

Examining Shared Storage Fundamentals 254

Comparing Local Storage with Shared Storage 257

Defi ning Common Storage Array Architectures 258

Explaining RAID 260

Understanding Midrange and Enterprise Storage Array Design 264

Choosing a Storage Protocol 266

Making Basic Storage Choices 280

Implementing vSphere Storage Fundamentals 282

Reviewing Core vSphere Storage Concepts 283

Working with VMFS Datastores 301

Working with Raw Device Mappings 322

Working with NFS Datastores 324

Working with VM-Level Storage Configuration 334

Leveraging SAN and NAS Best Practices 347

The Bottom Line 352

Chapter 7 Ensuring High Availability and Business Continuity 355

Understanding the Layers of High Availability 355

Clustering VMs 357

Introducing Network Load Balancing Clustering 358

Introducing Windows Failover Clustering 359

Implementing vSphere High Availability 371

Understanding vSphere High Availability 371

Understanding vSphere HA's Underpinnings 373

Enabling vSphere High Availability 375

Confi guring vSphere High Availability 378

Managing vSphere High Availability 391

Implementing vSphere Fault Tolerance 393

Using vSphere Fault Tolerance with vSphere High Availability 399

Using vSphere Fault Tolerance with vSphere Distributed Resource Scheduler 400

Examining vSphere Fault Tolerance Use Cases 400

Planning for Business Continuity 400

Providing Data Protection 401

Recovering from Disasters 404

The Bottom Line 406

Chapter 8 Securing VMware vSphere 407

Overview of vSphere Security 407

Securing ESXi Hosts 408

Working with ESXi Authentication 408

Controlling Access to ESXi Hosts 415

Keeping ESXi Hosts Patched 421

Managing ESXi Host Permissions 422

Confi guring ESXi Host Logging 431

Reviewing Other ESXi Security Recommendations 436

Securing vCenter Server 436

Authenticating Users against vCenter Server 437

Understanding the vpxuser Account 442

Managing vCenter Server Permissions 443

Examining vCenter Server Logging 453

Securing Virtual Machines 454

Confi guring Network Security Policies 454

Keeping VMs Patched 454

The Bottom Line 455

Chapter 9 Creating and Managing Virtual Machines 457

Understanding Virtual Machines 457

Examining Virtual Machines from the Inside 457

Examining Virtual Machines from the Outside 459

Creating a Virtual Machine 463

Choosing Values for Your New Virtual Machine 475

Installing a Guest Operating System 478

Working with Installation Media 479

Using the Installation Media 481

Working in the Virtual Machine Console 482

Installing VMware Tools 484

Installing VMware Tools in Windows 485

Installing VMware Tools in Linux 488

Managing Virtual Machines 490

Adding or Registering Existing VMs 490

Changing VM Power States 492

Removing VMs  493

Deleting VMs 493

Modifying Virtual Machines 494

Changing Virtual Machine Hardware 494

Using Virtual Machine Snapshots 498

The Bottom Line 503

Chapter 10 Using Templates and vApps 505

Cloning VMs 505

Installing Sysprep on the vCenter Server 506

Creating a Customization Specification 507

Cloning a Virtual Machine 512

Creating Templates and Deploying Virtual Machines 514

Cloning a Virtual Machine to a Template 516

Deploying a Virtual Machine from a Template 517

Using OVF Templates 519

Deploying a VM from an OVF Template 519

Exporting a VM as an OVF Template 523

Examining OVF Templates  524

Working with vApps 526

Creating a vApp 527

Editing a vApp 529

Changing a vApp's Power State 532

Cloning a vApp 533

Importing Machines from Other Environments 534

The Bottom Line 535

Chapter 11 Managing Resource Allocation 537

Reviewing Virtual Machine Resource Allocation 537

Working with Virtual Machine Memory 539

Understanding ESXi Advanced Memory Technologies 540

Controlling Memory Allocation 543

Managing Virtual Machine CPU Utilization 552

Default CPU Allocation 553

Setting CPU Affinity 553

Using CPU Reservations 554

Using CPU Limits 555

Using CPU Shares 556

Summarizing How Reservations, Limits, and Shares Work with CPUs 558

Using Resource Pools 559

Confi guring Resource Pools 561

Understanding Resource Allocation with Resource Pools 562

Regulating Network I/O Utilization 568

Controlling Storage I/O Utilization  573

Enabling Storage I/O Control 575

Confi guring Storage Resource Settings for a Virtual Machine 578

The Bottom Line 582

Chapter 12 Balancing Resource Utilization 585

Comparing Utilization with Allocation 585

Exploring vMotion 586

Examining vMotion Requirements 590

Performing a vMotion Migration 593

Ensuring vMotion Compatibility 596

Using Per–Virtual Machine CPU Masking 596

Using VMware Enhanced vMotion Compatibility 598

Exploring vSphere Distributed Resource Scheduler 601

Understanding Manual Automation Behavior 602

Reviewing Partially Automated Behavior 603

Examining Fully Automated Behavior 603

Working with Distributed Resource Scheduler Rules 605

Using Storage vMotion 612

Introducing and Working with Storage DRS 614

Creating and Working with Datastore Clusters 616

Confi guring Storage DRS 619

The Bottom Line 628

Chapter 13 Monitoring VMware vSphere Performance 631

Overview of Performance Monitoring 631

Using Alarms 632

Understanding Alarm Scopes 633

Creating Alarms 634

Managing Alarms 640

Working with Performance Graphs 642

Overview Layout 642

Advanced Layout 645

Working with resxtop 653

Using resxtop 654

Capturing and Playing Back Performance Data with resxtop 656

Monitoring CPU Usage 656

Monitoring Memory Usage 659

Monitoring Network Usage 661

Monitoring Disk Usage 663

The Bottom Line 665

Chapter 14 Automating VMware vSphere 667

Why Use Automation? 667

Using Workfl ows with vCenter Orchestrator 668

Understanding vCenter Orchestrator Prerequisites 668

Confi guring vCenter Orchestrator 669

Using an Orchestrator Workflow 676

Automating with PowerShell and PowerCLI 678

Installing PowerCLI 678

Working with Objects 679

Running Some Simple PowerCLI Scripts 683

Using vCLI from vSphere Management Assistant 686

Using vSphere Management Assistant for Automation with vCenter 688

Leveraging the Perl Toolkit with vSphere Management Assistant 689

The Bottom Line 692

Appendix A The Bottom Line 695

Chapter 1: Introducing VMware vSphere 5 695

Chapter 2: Planning and Installing VMware ESXi 696

Chapter 3: Installing and Confi guring vCenter Server 698

Chapter 4: Installing and Confi guring vSphere Update Manager 700

Chapter 5: Creating and Confi guring Virtual Networks 702

Chapter 6: Creating and Confi guring Storage Devices  704

Chapter 7: Ensuring High Availability and Business Continuity 707

Chapter 8: Securing VMware vSphere 709

Chapter 9: Creating and Managing Virtual Machines 710

Chapter 10: Using Templates and vApps 712

Chapter 11: Managing Resource Allocation 714

Chapter 12: Balancing Resource Utilization 716

Chapter 13: Monitoring VMware vSphere Performance 718

Chapter 14: Automating VMware vSphere 720

Index 723

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Scott Lowe, VCDX, has been in IT for more than 17 years and is a VMware vExpert, an honor granted by VMware to individuals whose work in the VMware community has made a significant impact. He is currently the Chief Technology Officer for the vSpecialist team at EMC Corporation, where he specializes in the integration of VMware, Cisco, and EMC solutions, products, and technologies. Scott is the author of Mastering VMware vSphere 4 and coauthor of VMware vSphere 4 Administration Instant Reference and VMware vSphere Design. He is also a former contributor to SearchVMware.com and SearchServerVirtualization.com, and a former columnist for Virtualization Review magazine. Scott's top-rated VMware/virtualization blog is blog.scottlowe.org.
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