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20050315 Version: 2.5.1 Item: ESX-ENG-Q105-083
Table of Contents
Introduction ___________________________________________________5
Welcome to VMware ESX Server _____________________________________6
How VMware ESX Server Works ___________________________________6
About This Guide ______________________________________________7
Technical Support Resources _____________________________________7
Reporting Problems ____________________________________________8
3
Installing and Configuring ESX Server on Blade Servers _____________ 65
Installing and Configuring ESX Server on Dell PowerEdge Blade Servers _____66
Installing and Configuring ESX Server on HP Blade Servers _______________67
HP Blade Server Hardware Requirements __________________________67
Configuring ESX Server on HP Proliant BL p-class Blade Servers _________67
Installing ESX Server on HP Blade Servers __________________________69
Post-Installation ESX Server Configuration __________________________69
Best Practices on HP Blade Servers ________________________________69
Installing and Configuring ESX Server on IBM BladeCenter _______________71
Configuring ESX Server on IBM Blade Servers _______________________71
Typical IBM BladeCenter Storage Configuration _____________________72
Installing ESX on IBM BladeCenter ________________________________73
Performing a Remote Network Installation of ESX Server with RDM ______74
Post-Installation Considerations on IBM Blade Servers _________________78
Best Practices on IBM Blade Servers _______________________________80
Determining the Floppy Drive on a Blade Server _____________________81
Installing and Configuring ESX Server on Intel BladeCenter _______________83
Intel Blade Server Hardware Requirements _________________________83
Configuring ESX Server on Intel Blade Servers _______________________83
Typical Intel BladeCenter Storage Configuration _____________________84
Installing ESX Server on Intel BladeCenter __________________________85
Post-Installation Considerations on Intel Blade Servers ________________86
Best Practices on Intel Blade Servers ______________________________88
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Introduction
CHAPTER 1
The following sections introduce VMware™ ESX Server™ and list the requirements for
running it on a server:
• About This Guide on page 6
• Technical Support Resources on page 6
• The VMware Web Site on page 6
• ESX Server Documentation on page 6
• VMware Newsgroups on page 6
• Reporting Problems on page 7
VMware ESX Server runs directly on your system hardware to provide a secure,
uniform platform for deploying, managing, and remotely controlling multiple
operating systems.
With VMware ESX Server, you can:
• Move applications running on dedicated systems into separate virtual machines
on a single, more reliable and scalable system.
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VMware ESX Server Installation Guide
Intended Audience
The information written in this manual is for anyone who needs to install ESX Server
and has experience as a Windows or Linux system administrator.
VMware Newsgroups
The VMware newsgroups are primarily forums for users to help each other. You are
encouraged to read and post issues, workarounds and fixes. While VMware personnel
may read and post to the newsgroups, they are not a channel for official support. The
VMware NNTP news server is at news.vmware.com.
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C H A P T E R 1 Introduction
Reporting Problems
These guidelines describe the information you may be asked to provide when you
report problems.
Be sure to register your serial number. If you are requesting support directly from
VMware, then report your problems using the support request form on the VMware
Web site at www.vmware.com/requestsupport.
When requesting support from VMware, run the /usr/bin/vm-support script
on the service console and save the resulting esx-<date>-<unique-
xnumber>.tgz file. This script collects and packages all relevant ESX Server system,
and configuration information and ESX Server log files. This information is used to
analyze the problem you are encountering.
• If a virtual machine exits abnormally or crashes, please save the log file
(vmware.log in the same directory as your .vmx file) and any core files
(core or vmware-core in that directory). Also, please save the virtual
machine’s configuration (.vmx) file and any other information that might help
reproduce the problem.
• Be sure to record a description of your physical hardware and of the software
(operating system and applications) that was running in the virtual machine. This
information may be required when you request support.
A problem in the VMkernel normally causes the machine to display an error
screen for a period of time and then reboot. If you specified a VMware core
dump partition when you configured your machine, the VMkernel also
generates a core dump and error log. More serious problems in the VMkernel
can freeze the machine without an error screen or core dump.
When you report problems directly to VMware, describe the steps you took in
the period before this failure. Include this information in your support request,
along with the contents of /var/log/messages from the service console.
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Also include the core dump and error log, if any. You can find these in files
named vmkernel-core.<date> and vmkernel-log.<date> in the /
root directory after you reboot your machine.
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System Requirements
CHAPTER 2
• Server Hardware Requirements on page 12
• Minimum Server Requirements on page 12
• Enhanced Performance Recommendations on page 14
• Maximum Physical Machine Specifications on page 15
• Remote Management Workstation Requirements on page 16
• Supported Guest Operating Systems on page 18
• Virtual Machine Specifications on page 18
• Legacy Devices on page 19
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C H A P T E R 2 System Requirements
• A SCSI disk, Fibre Channel LUN or RAID LUN with unpartitioned space. In a
minimum configuration, this disk or RAID is shared between the service console
and the virtual machines.
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C H A P T E R 2 System Requirements
CPU
• 16 physical processors per system
• 80 virtual CPUs in all virtual machines per ESX Server system
Memory
• 64GB of RAM per ESX Server system
• Up to 8 swap files, with a maximum file size of 64GB per swap file
Adapters
• 64 adapters of all types, including storage and network adapters, per system
• Up to 8 Gigabit Ethernet or 16 10/100 Ethernet ports per system
• Up to 32 virtual machines per virtual switch
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Hardware Requirements
• Standard x86-based computer
• 266MHz or faster processor
• 64MB RAM minimum
• 10MB free disk space required for basic installation
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C H A P T E R 2 System Requirements
• Mozilla 1.x
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Virtual Storage
• Up to 4 host bus adapters per virtual machine
• Up to 15 targets per host bus adapter
• Up to 60 targets per virtual machine; 256 targets concurrently in all virtual
machines per ESX Server.
Virtual Processor
• Intel Pentium II or later (dependent on system processor)
• One or two processors per virtual machine
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C H A P T E R 2 System Requirements
Note: If you plan to create a dual-virtual CPU virtual machine, then your ESX
Server machine must have at least two physical processors and you must have
purchased the VMware Virtual SMP for ESX Server product.
Virtual BIOS
• PhoenixBIOS™ 4.0 Release 6
Virtual Memory
• Up to 3.6GB per virtual machine
Virtual CD-ROM
• Up to two drives per virtual machine
Legacy Devices
Virtual machines may also make use of the following legacy devices. However, for
performance reasons, use of these devices is not recommended.
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Installing and Configuring ESX
CHAPTER 3
Server
The following sections describe how to install and configure ESX Server:
• Before You Begin on page 22
• Installing ESX Server on page 23
• Performing the Installation Using the Graphical Installer on page 24
• Performing the Installation Using the Text Mode Installer on page 37
• Accepting the Security Certificate from ESX Server on page 52
• Installing Additional Hardware on the Server on page 57
• Installing Additional Hardware on the Server on page 57
• Upgrading from a Previous Version of ESX Server on page 59
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VMware ESX Server Installation Guide
Preparing to Install
Be sure you have the network information you need during installation. You need to
know:
• The IP address for the physical server where you are installing ESX Server.
• The host name for the server, including the full domain name for the server, if
applicable.
• The netmask for the server’s subnet.
• The IP address of the gateway.
• The IP address of the name server.
• Optionally, the addresses of one or two alternate name servers.
In addition, you should have a general idea how many virtual machines you want to
run on the server. During installation you must allocate memory to the service
console and create swap space. Running more virtual machines on the server requires
more memory and swap space.
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C H A P T E R 3 Installing and Configuring ESX Server
Installation Methods
There are two installation methods available for installing the VMware ESX Server:
• Graphical installer — a graphical, mouse-based installation program to install or
upgrade ESX Server. This is the recommended installation method.
• Text-mode installer — a text-based interface to install or upgrade ESX Server.
Choose this installation method if your system uses a graphics chip not
supported by ESX Server, or if your keyboard or mouse do not function properly
using the graphical installer.
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C H A P T E R 3 Installing and Configuring ESX Server
5. Select Next to begin the installation. The Installation Type screen appears.
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6. To install ESX Server on a new system, select Install Default or Install Custom.
To install ESX Server on a system that contains a previous version of ESX Server,
select Upgrade Existing System, then follow the steps at Upgrading from a
Previous Version of ESX Server on page 59.
7. If you selected Install Default, skip to step Step 11.
If you selected Install Custom, the Keyboard Configuration screen appears.
8. Choose the model, layout, and dead keys settings for your keyboard.
9. Select Next to continue. The Mouse Configuration screen appears.
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C H A P T E R 3 Installing and Configuring ESX Server
If the connector your mouse plugs into is round, your mouse is a PS/2 or a Bus
mouse; if rectangular, it is a serial mouse.Try to find an exact match. If you
cannot find an exact match, choose a mouse type which is compatible with
yours. Otherwise, choose the appropriate generic mouse type.
In ESX Server, the installer’s graphical environment (X Window System) is
designed to use a three-button mouse. If you have a two-button mouse, select
the Emulate 3 Buttons option. During the installation, this option enables you to
use middle mouse button functionality by clicking both mouse buttons at once.
Note: After ESX Server is installed, using the X Window System in the service
console is not supported.
11. Select Next to continue. The End User License Agreement screen appears.
12. Read through the end user license agreement and check I accept the terms in
the license agreement.
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13. Select Next to continue. The VMware ESX Serial Numbers screen appears.
14. Enter the ESX Server serial number in the VMware ESX Server field.
Note: Entering the serial number is not a required step for completing the
installation. You may enter it at a later time. If you skip this step, however, you will
not be able to start virtual machines in your ESX Server.
15. If you have a license for VMware Virtual SMP for ESX Server, enter that serial
number in the VMware Virtual SMP for ESX Server field to configure your virtual
machines with more than one virtual processor. Entering the serial number
installs Vmware Virtual SMP for ESX Server.
16. Select Next to continue. The Device Allocation screen appears.
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C H A P T E R 3 Installing and Configuring ESX Server
Configure the service console. This includes reserved memory, SCSI storage
controller, Ethernet controllers, and fibre channel devices.
Reserved Memory — The default amount of memory reserved for the service
console, 192MB, is sufficient for managing up to eight virtual machines
concurrently. Change this to 272MB for up to 16 virtual machines, 384MB for up
to 32 virtual machines or 512MB for more than 32 virtual machines. Choose
800MB for the maximum number of virtual machines.
SCSI Storage Controller — Allocate storage adapters to be used by the service
console and virtual machines on the server. Be sure that both the service console
and the virtual machines have access to at least one device. A SCSI or RAID
adapter should be shared if you want to use that adapter or array for both the
service console and virtual machines. When you are allocating SCSI or RAID
devices, the unit of device allocation is a PCI card device. You may connect
multiple SCSI or RAID disks, CD-ROM drives, tape drives and other devices to the
SCSI or RAID adapter.
You should give as many SCSI or RAID devices to the virtual machines as possible
to ensure that the majority of your mass storage resources are used by your
virtual machines. If you do not have any SCSI disks, you may have to allocate at
least one IDE disk to the service console, since the service console needs to have
a disk from which it and the ESX Server can boot.
Ethernet Controller — Allocate network adapters to be used by the service
console and virtual machines on the server. Be sure that both the service console
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and the virtual machines have access to at least one device. It is generally good
to give as many network adapters to the virtual machines as possible. Doing so
helps ensure that the majority of your network resources are devoted to the
virtual machines. Because the service console is intended primarily as a
management interface, you should minimize resources allocated to the service
console. You need to allocate at least one Ethernet device to the service console
in order to manage your ESX Server machine remotely.
Fibre Channel Device — Allocate fibre channel devices to be used by the
service console and virtual machines on the server. Be sure to set the fibre
channel devices to Shared with Service Console if installing on Storage Area
Networks (SANs). This is the default setting. If you plan to use raw disk mapping
with ESX Server, do not select the option to share the fibre channel device with
the service console. After you install ESX Server, you can change this setting
using VMware Management Interface.
18. Select Next to continue. The Disk Partitioning Setup screen appears.
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C H A P T E R 3 Installing and Configuring ESX Server
19. Make your selection. Select the type of disk partition: Manual Partitioning or
Automatic Partitioning.
20. If you choose automatic partitioning, specify the automatic partitioning options:
Remove all partitions — removes all partitions on the system.
Remove all partitions except VMFS — removes all partitions on the system but
keeps the VMFS partition. This is where your virtual machines are stored.
Installation Drives — lists the hard drive selections available. These are based on
the hard drives detected by the ESX Server installer. The service console is
installed on the hard drive selected.
21. Select Next to continue. If you selected automatic partitioning, the Partitioning
screen lists the partitions ESX Server created.
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If you selected manual partitioning, the Disk Setup screen lists only the drive and
the amount of available space.
Whether you automatically or manually create partitions, the ESX Server system
requires a minimum of three partitions, as described below. You can use the free
space to divide a fourth partition into a number of logical partitions.
22. To create a partition, select New.
23. To modify a partition, use the directional arrows to select the partition to edit.
Then select Edit.
Do not create partitions on any other disks besides the main boot disk. The Add
Partition screen appears. The screen pre-loads the information for selected
partition, when you select Edit.
24. Create the first partition. Set the mount point of /boot, the type to ext3 and the
size to 50MB.
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C H A P T E R 3 Installing and Configuring ESX Server
25. Create the second partition. Set no mount point, the type to swap and the size
to twice the memory assigned to the service console.
The default amount of memory assigned to the service console is 192MB, which
is appropriate for managing up to eight virtual machines. If you plan to use that
amount of memory for the service console, set the size of the swap partition to
384MB.
The amount of memory to be reserved for the service console increases to
272MB for 16 virtual machines, 384MB for 32 virtual machines, 512MB for more
than 32 virtual machines, and 800MB for the maximum number of virtual
machines, so you must adjust the size of the swap partition to 544MB, 768MB,
1024MB, or 1600MB, respectively.
If you decide to run supported applications in the service console, increase the
amount of memory reserved for the service console. To determine the sufficient
amount of memory, add the memory requirements for each application to the
above determined amount reserved for the service console.
26. Create the third partition. Set the mount point to /, the type to ext3 and the size
to about 2500MB.
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Note: If you plan to perform a remote or scripted installation from the ESX
Server machine, VMware recommends that you allocate about 2.5GB of disk
space to the service console. Running the installation script to copy the contents
of the ESX Server installation CD-ROM requires about 460MB of space.
27. Select OK on the Add/Edit Partition screen.
28. Select Next on the partitioning screen to continue. The Network Configuration
screen appears.
29. Enter the network parameters.
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C H A P T E R 3 Installing and Configuring ESX Server
Note: Setup does not ask for network parameters if you do not have a network
card. Initially, only the first Ethernet card is enabled. All other network adapters
are disabled.
30. Select Next to continue. The Time Zone Selection screen appears.
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Root is the user name for the administrator. Users with administrator privileges
log in with this name when using the VMware Management Interface or the
service console.
34. To add a user account, select Add. The Add User screen appears.
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C H A P T E R 3 Installing and Configuring ESX Server
39. Select Next to continue. The installer formats the disk and starts installing the
packages.
40. Once the packages are installed, the Congratulations, ESX Server Installation
Complete screen appears.
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Note: For each step in the installation process, the ESX Server installer attempts to
make a best guess estimate for your server. The best guess choice is highlighted;
however, you may modify any of these selections during the installation process.
Note: You can execute all actions in the ESX Server installer interface by pressing the
Tab, space bar, directional arrows or the Enter key. In a field, the cursor location is
indicated by a slight shift in the underscore. In a check box, the box highlights in a
contrasting color.
To install ESX Server:
1. Verify the network cable is plugged into the Ethernet adapter that you are using
for the service console. The ESX Server installer needs this to properly detect that
the machine has a network card.
2. Power on the machine with the VMware ESX Server CD in the CD-ROM drive. The
ESX Server begins its boot process.
3. If necessary, enter the BIOS Setup screen and set the CD-ROM as the first boot
device.
4. At the boot prompt, enter:
text
Or, to install ESX Server on a Storage Area Network (SAN) , enter:
bootfromsan-text
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C H A P T E R 3 Installing and Configuring ESX Server
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VMware ESX Server Installation Guide
Custom — this option performs a full installation and allows you to select
configuration options for your keyboard and mouse.
Upgrade Existing System— this option upgrades an existing installation of ESX
Server. An upgrade preserves existing ESX Server system data.
7. To install ESX Server on a new system, select Default or Custom. To install ESX
Server on a system that contains a previous version of ESX Server, select
Upgrade, then follow the steps at Upgrading from a Previous Version of ESX
Server on page 59.
8. If you selected Default, skip to Step 12.
• If you selected Custom, the Keyboard Selection screen appears.
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C H A P T E R 3 Installing and Configuring ESX Server
13. Read through the end user license agreement and check Accept End User
License to accept the terms in the license agreement.
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15. Enter the ESX Server serial number in the ESX Serial Number field.
Note: Please include the hyphens when entering the serial number or the serial
number will not be accepted.
16. If you have a license for VMware Virtual SMP for ESX Server, enter that serial
number in the ESX Virtual SMP Serial Number field. This license is required if
you want to configure your virtual machines with more than one virtual
processor.
Note: Entering the serial number installs VMware Virtual SMP for VMware ESX
Server.
17. Select OK to continue. If installing on a Storage Area Network (SAN), the Storage
Device Allocation screen appears. If not, skip to Step 23.
18. Select to allocate storage devices to virtual machines as Shared for each device.
19. Select OK to continue. The Network Device Allocation screen appears.
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C H A P T E R 3 Installing and Configuring ESX Server
22. Select the default amount of memory to be reserved for the service console. The
default amount of memory assigned to the service console is 192MB, which is
appropriate for managing up to eight virtual machines. The amount of memory
to be reserved for the service console increases to 272MB for 16 virtual
machines, 384MB for 32 virtual machines, 512MB for more than 32 virtual
machines, and 800MB for the maximum number of virtual machines.
23. Select OK to continue. The Disk Partitioning screen appears.
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24. If you are installing this ESX Server on an unformatted disk, the following
message appears. Select Yes or No as appropriate.
The Disk Partitioning screen lists two choices for the type of disk partition:
Manual — you manually create each partition. Be sure to delete any existing
partitions.
Automatic — the installer estimates and creates partitions on your disk. You can
edit these automatic selections after they are created. Automatic partitioning
allows you to have some control concerning what data (if any) is removed from
your system.
If installing on a Storage Area Network, the Disk Partitioning screen displays the
SDA device for the LUN under Drive to Autopartition.
26. Select the type of disk partition: Manual or Automatic.
27. If you choose Automatic partitioning, specify the automatic partitioning options:
Remove all — removes all partitions on the system.
Remove all partitions except VMFS — removes all partitions on the system but
keeps the VMFS partition. This is where your virtual machines are stored.
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C H A P T E R 3 Installing and Configuring ESX Server
Whether you automatically or manually create partitions, the ESX Server system
requires a minimum of three partitions, as described below. You can use the free
space to divide a fourth partition into a number of logical partitions.
30. To create a partition, select New.
• To modify a partition, select the partition to edit, using the directional arrows.
Then select Edit.
Note: Do not create partitions on any other disks besides the main boot disk.
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• The Add Partition screen appears. The screen pre-loads the information for a
selected partition when you select Edit.
31. Create the first partition. Set the mount point of /boot, the type to ext3 and the
size to 50MB.
32. Create the second partition. Set no mount point, the type to swap and the size
to twice the memory assigned to the service console.
You assign memory to the service console in a later step. The default amount,
192MB, is appropriate for managing up to eight virtual machines. If you plan to
use that amount of memory for the service console, set the size of the swap
partition to 384MB.
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C H A P T E R 3 Installing and Configuring ESX Server
Note: If you plan to perform a remote or scripted installation from the ESX
Server machine, VMware recommends that you allocate about 2.5GB of disk
space to the service console. Running the installation script to copy the contents
of the ESX Server installation CD-ROM requires about 460MB of space.
34. Select OK on the Add/Edit Partition screen.
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C H A P T E R 3 Installing and Configuring ESX Server
Root is the user name for the administrator. Users with administrator privileges
log in with this name when using the VMware Management Interface or the
service console.
40. Select OK to continue. The Add User screen appears.
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You need accounts for all users who need to log in to the VMware Management
interface to create or run virtual machines. If you wish, you may add those users
at this time. You may find it more convenient to add them later, however, using
the Users and Groups feature through the VMware Management Interface.
42. Select OK to continue. The User Account Setup screen appears. From the User
Account Setup screen you can add, delete or edit user accounts.
43. Verify the user account.
44. Select OK to continue. The Installation to Begin screen appears and displays the
location of the installation log file.
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C H A P T E R 3 Installing and Configuring ESX Server
45. Select OK to continue. The installer formats the disk and starts installing the
packages. Once the packages are installed, the Complete screen appears.
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Note: If the alert indicates that the name on the certificate is issued by a
company you do not trust or does not match the name of the site, you are using
a certificate that is not registered to your own domain name. Note that although
you receive this alert from your browser, the data is still encrypted and the
connection to the server is secure.
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C H A P T E R 3 Installing and Configuring ESX Server
1. To accept the certificate for this session only, click Yes. The Certificate Login
screen appears.
2. Click Install Certificate to launch a wizard that guides you through the process
of installing the security certificate.
3. Click Next to start the wizard. The Certificate Store screen appears.
4. Choose Place all certificates in the following store, then click Browse.
5. Select the Show physical stores check box, then expand the Trusted Root
Certification Authorities folder.
6. Select the Local Computer folder and click OK.
7. Click Next to advance the wizard, then click Finish.
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8. A message appears, stating that the import was successful. Click OK to accept
the message, click OK again to close the Certificate dialog box, then click Yes to
accept the certificate. The management interface login page appears.
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C H A P T E R 3 Installing and Configuring ESX Server
Note: If the alert indicates that the name on the certificate is issued by a
company you do not trust or does not match the name of the site, you are using
a certificate that is not registered to your own domain name. Note that although
you receive this alert from your browser, the data is still encrypted and the
connection to the server is secure.
1. To view the certificate, click Examine Certificate.
2. To avoid having to accept the certificate each time you connect to the server
with the management interface, select Accept this certificate permanently.
Otherwise, you can accept the certificate for the current session only.
3. Click Continue. A dialog box appears, warning of a domain name mismatch.
4. You can ignore this message. Click OK to continue. Depending upon your
browser settings, a security warning message may appear.
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Note: If the alert indicates that the name on the certificate is issued by a
company you do not trust or does not match the name of the site, you are using
a certificate that is not registered to your own domain name. Note that although
you receive this alert from your browser, the data is still encrypted and the
connection to the server is secure.
1. To view the certificate, click View Certificate.
2. To avoid having to accept the certificate each time you connect to the server
with the management interface, check Remember this certificate permanently.
3. Click Continue. A dialog box appears, warning of a domain name mismatch.
4. You can ignore this message. Click OK to continue. Depending upon your
browser settings, a security warning message may appear.
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3. Assign the new devices to the virtual machines by selecting Virtual Machines in
the Dedicated To list for each device.
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4. Click OK to save your changes. You need to reboot the server for the changes to
take effect.
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4. The Install Supplemental Drivers option screen displays. Select Driver Disk to
install new hardware for this release.
5. The Devices confirmation screen displays. If you have a driver disk from VMware,
put the driver disk into the floppy drive and choose OK.
6.
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Installing and Configuring ESX
CHAPTER 4
Server on Blade Servers
You can deploy VMware ESX Server 2.5 on a variety of hardware, including blade
servers (blades). This chapter contains the following topics:
• Installing and Configuring ESX Server on Dell PowerEdge Blade Servers on
page 66
• Installing and Configuring ESX Server on HP Blade Servers on page 67
• Installing and Configuring ESX Server on IBM BladeCenter on page 71
• Installing and Configuring ESX Server on Intel BladeCenter on page 83
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Local SCSI
On HP blades, VMware recommends that the local SCSI drives are placed into a RAID1
(mirrored) configuration for redundancy.
SAN Storage
Fibre Channel SANs are the preferred storage media for ESX Server and VirtualCenter
in a blade environment, due to the following advantages:
• SAN storage may be shared among multiple blades (and other systems), thus
allowing storage consolidation. Often, this is a much more efficient use of
storage resources than dedicated, per-system, RAID-protected storage.
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• Blade systems support redundant host bus adapters (HBAs) to meet High
Availability needs.
• The storage is more reliable (RAID5 with hot spares compared to RAID1).
• Storage is unlimited compared to the storage that fits on a single local SCSI disk.
• A shared SAN is required for using VMotion with VirtualCenter.
• Images, templates, and so on, may be shared between multiple ESX Server
systems.
VMotion
For you to use VMotion, all blades in a VirtualCenter farm need access to the same
logical unit number (LUN) on a SAN. Consequently, VMFS volumes, containing the
virtual machine virtual disk (.vmdk) files, must be on a shared SAN.
Note: VMotion is not supported for virtual machines hosted on local storage. The
virtual machines must reside on a shared SAN accessible by ESX Server.
Swap File
ESX Server swap partitions must be on a controller visible to the virtual machines
(VMkernel). We recommend that you create ESX Server swap partitions on a local SCSI
drive.
Provide enough physical memory to prevent virtual machine swapping from being a
significant performance issue.
Depending on the number of blades and your swap usage, you may choose to
allocate a dedicated LUN for swap files. Multiple swap files from multiple ESX servers
can reside on this dedicated LUN. Do not store any other kind of file (virtual
machine.vmdk files, checkpoint files, and so on) on this LUN.
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Use a unique name for each blade server swap file, such as, <ip>-1.vswp.
Although you can have a total of eight swap files for each ESX Server machine, you
can select only one swap file through the VMware Management Interface.
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Local SCSI
Some blade systems have SCSI peripherals that can be attached to each CPU, and take
up to two SCSI drives. In typical use, these SCSI drives are placed into a RAID1
(mirrored) configuration for redundancy.
On an IBM blade with SCSI peripherals, the SCSI peripheral takes up one of the blade
slots, thus reducing the maximum blade density by half.
SAN Storage
Fibre Channel SANs are the preferred storage media for ESX Server and VirtualCenter
in a blade environment, due to the following advantages:
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• This configuration doubles the blade density per blade chassis, compared with
local SCSI storage on IBM blades.
• SAN storage may be shared among multiple blades (and other systems), thus
allowing storage consolidation. Often, this is a much more efficient use of
storage resources than dedicated, per-system, RAID-protected storage.
• IBM blade systems support redundant host bus adapters (HBAs) to meet High
Availability needs.
• The storage is more reliable (RAID5 with hot spares compared to RAID1).
• Storage is unlimited compared to the storage that fits on a single local SCSI disk.
• A shared SAN is required for using VMotion with VirtualCenter.
• Images, templates, and so on, may be shared between multiple ESX Server
systems.
VMotion
For you to use VMotion, all blades in a VirtualCenter farm need access to the same
logical unit number (LUN) on a SAN. Consequently, the VMFS volumes that contain
the virtual machine virtual disk (.vmdk) files must be on a shared SAN accessible by
ESX Server.
Note: VMotion is not supported for virtual machines hosted on local storage. The
virtual machine must reside on a shared SAN.
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Swap File
ESX Server swap partitions must be on a controller visible to the virtual machines
(VMkernel). We recommend that you create ESX Server swap partitions on a local SCSI
drive, or on the SAN.
Purchase enough physical memory to prevent virtual machine swapping from being
a significant performance issue.
Depending on the number of blades and your swap usage, you may choose to
allocate a dedicated LUN for swap files. Multiple swap files from multiple ESX servers
can reside on this dedicated LUN. Do not store any other kind of file (virtual machine
.vmdk files, checkpoint files, and so on) on this LUN.
Use a unique name for each blade server swap file, such as, <ip>-1.vswp.
Although you can have a total of eight swap files for each ESX Server machine, you
can select only one swap file through the VMware Management Interface.
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4. Create a new mount point on your NFS server and export it. For more
information on how to set up an NFS server, see The Linux Documentation
Project HOWTO at tldp.org/HOWTO/NFS-HOWTO.
a. Copy the contents of the ESX Server 2.5 CD-ROM to the root of your NFS
mount point. Then copy the ks.cfg file from the ESX Server installation
floppy to the root of your NFS mount point.
b. Edit the ks.cfg file and modify the Installation Method line. This
line should start with a cdrom or url command. Replace this line with the
following:
nfs –-server <nfsserver> --dir <nfsdir>
Replace <nfsserver> with the IP address or host name of your NFS server
and replace <nfsdir> with the NFS mount point.
5. Add the ESX Server boot disk image to the RDM server.
By default, RDM is installed in C:\Program Files\IBM\RDM. We assume
this default location in the following steps. If you have installed RDM in a
different directory, then change the directories in the following steps,
accordingly.
a. Open the folder for C:\Program
Files\IBM\RDM\repository\environment\.
b. Create a folder in that directory called esx.
c. Copy C:\Program
Files\IBM\RDM\repository\environment\etc\pxeboot.0
to C:\Program
Files\IBM\RDM\repository\environment\esx\.
d. Copy C:\Program
Files\IBM\RDM\repository\environment\etc\pxeboot.cf
g to C:\Program
Files\IBM\RDM\repository\environment\esx\.
e. Edit C:\Program
Files\IBM\RDM\repository\environment\etc\default to
match the following lines.
Note: Type each line on a single line, including the line starting with APPEND.
This line appears as two lines because of the formatting in this tech note.
<nfsserver> is the IP address or host name of the NFS server and
<nfsmount> is its mount point as configured in step 3.
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DEFAULT vmlinuz
APPEND initrd=initrd.img apic
ks=nfs:<nfsserver>:<nfsmount>/ks.cfg ramdisk_size=10240
f. Copy the initrd.img and vmlinuz files from the ESX Server installation
floppy to C:\Program
Files\IBM\RDM\repository\environment\esx\.
Be sure that the file names are all lower case.
6. Find the target system (the blade on which you want to install ESX Server) in IBM
Director.
a. Open and log into the IBM Director console program.
b. There are three columns in the IBM director window. Set the “group” on the
left column to “physical platforms”.
c. Find the target system in the middle column. You can identify the target
system by its MAC address, IP address, machine name, or IBM machine ID. To
be sure, double-click the highlighted entry representing the target system to
match the MAC address. If you cannot find the target system, boot the target
system by using the pre-boot execution environment (PXE) once, and the
target system is boot scanned by the IBM Director server.
7. Create an installation task.
a. In the right “task” column of the IBM Director window, choose Remote
Deployment Manager > Custom.
b. Right click on Custom and create a new task.
c. In the Advanced tab, there is an editable text box that contains the script that
runs the task. Modify the installation task to match the following.
;This is command list for custom task
BOOTTYPE !LOADBOOTSTRAP environment/esx/pxeboot.0
WAKE
!!setenv
!!SHUTDOWN
END
8. Create a job for the target system using the custom installation by dragging the
target system in the second column onto the new task that you just created.
Choose run system in the pop-up window, and then select execute now.
9. Start the ESX Server installation.
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If the target system is set to wake up on LAN or boot from PXE, it should find the
RDM server and load the boot image pxeboot.0 from the D-Server. The boot
image then loads the vmlinuz and initrd.img files and starts the ESX
Server installer. The ESX Server installer downloads files from the NFS server and
continues with the installation.
10. Perform the ESX Server configuration steps in Installing Additional Hardware on
the Server on page 57.
Note: We recommend you dedicate all Fibre Channel devices to the virtual
machines (VMkernel).
11. Repeat this process for each additional blade server in the BladeCenter.
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b. Share the NIC that was originally assigned to the VMware Service Console.
Look for the NIC that is labeled with a [c] and change this to shared mode by
typing s. Leave the remaining NIC assigned to the VMkernel [v].
3. Create the bond. Using vi or a similar text editor, edit /etc/vmware/
hwconfig and add the following two lines to the end of the file, where x is a
bond number from 0 to 9.
nicteam.vmnic0.team = “bond<x>”
nicteam.vmnic1.team = “bond<x>”
4. Use the vmxnet_console module to give network access to the service
console. Using vi or a similar text editor, edit /etc/rc.local and add the
following lines, where x is the bond number you selected in step 3.
#vmxnet_console through bond<x>
/etc/rc.d/init.d/network stop
rmmod vmxnet_console
insmod vmxnet_console devName=bond<x>
/etc/init.d/network start
mount -a
5. Reboot ESX Server for your changes to take effect unless you are creating a VLAN
for the service console. See Creating a VLAN with NIC Teaming for the Service
Console on page 79.
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rmmod vmxnet_console
insmod vmxnet_console devName=”bond<x>.<y>”
/etc/init.d/network start
mount -a
3. Configure the physical ports on your external switch (not the switch on
BladeCenter) to be trunk ports that support the VLANs IDs that you have chosen.
4. Reboot ESX Server.
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Note: When you switch from one blade to another, the /dev/cdrom link and
possibly the
/mnt/cdrom directory may be deleted. If this happens, type the following to mount
the USB CD-ROM manually:
mount /dev/scd0 /mnt/cdrom
If the /mnt/cdrom directory is also deleted, then recreate this directory by typing:
mkdir /mnt/cdrom
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C H A P T E R 4 Installing and Configuring ESX Server on Blade Servers
Local SCSI
Some blade systems have SCSI peripherals that can be attached to each CPU, and take
up to two SCSI drives. In typical use, these SCSI drives are placed into a RAID1
(mirrored) configuration for redundancy.
On an Intel blade, the SCSI peripheral takes up one of the blade slots, thus reducing
the maximum blade density by half.
SAN Storage
Fibre Channel SANs are the preferred storage media for ESX Server and VirtualCenter
in a blade environment, due to the following advantages:
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• This configuration doubles the blade density per blade chassis, compared with
local SCSI storage on Intel blades.
• SAN storage may be shared among multiple blades (and other systems), thus
allowing storage consolidation. Often, this is a much more efficient use of
storage resources than dedicated, per-system, RAID-protected storage.
• Intel blade systems support redundant host bus adapters (HBAs) to meet High
Availability needs.
• The storage is more reliable (RAID5 with hot spares compared to RAID1).
• Storage is unlimited compared to the storage that fits on a single local SCSI disk.
• A shared SAN is required for using VMotion with VirtualCenter.
• Images, templates, and so on, may be shared between multiple ESX Server
systems.
VMotion
For you to use VMotion, all blades in a VirtualCenter farm need access to the same
logical unit number (LUN) on a SAN. Consequently, the VMFS volumes that contain
the virtual machine virtual disk (.vmdk) files must be on a shared SAN accessible by
ESX Server.
Note: VMotion is not supported for virtual machines hosted on local storage. The
virtual machine must reside on a shared SAN.
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Swap File
ESX Server swap partitions must be on a controller visible to the virtual machines
(VMkernel). We recommend that you create ESX Server swap partitions on a local SCSI
drive, or on the SAN.
Purchase enough physical memory to prevent virtual machine swapping from being
a significant performance issue.
Depending on the number of blades and your swap usage, you may choose to
allocate a dedicated LUN for swap files. Multiple swap files from multiple ESX servers
can reside on this dedicated LUN. Do not store any other kind of file (virtual machine
.vmdk files, checkpoint files, and so on) on this LUN.
Use a unique name for each blade server swap file, such as, <ip>-1.vswp.
Although you can have a total of eight swap files for each ESX Server machine, you
can select only one swap file through the VMware Management Interface.
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dedicate both NICs to the virtual machine and create a bond, then give network
access to the service console through the vmxnet_console module. This action
results in the service console being on the same local area network (LAN) segment as
the virtual machines.
1. Install ESX Server as described previously.
2. As root, log into the service console. Run the vmkpcidivy program in the
interactive mode.
vmkpcidivy -i
a. As you have already installed ESX Server, accept all the defaults until you get
to the NICs.
b. Share the NIC that was originally assigned to the VMware Service Console.
Look for the NIC that is labeled with a [c] and change this to shared mode by
typing s. Leave the remaining NIC assigned to the VMkernel [v].
3. Create the bond. Using vi or a similar text editor, edit /etc/vmware/
hwconfig and add the following two lines to the end of the file, where x is a
bond number from 0 to 9.
nicteam.vmnic0.team = “bond<x>”
nicteam.vmnic1.team = “bond<x>”
4. Use the vmxnet_console module to give network access to the service
console. Using vi or a similar text editor, edit /etc/rc.local and add the
following lines, where x is the bond number you selected in step 3.
#vmxnet_console through bond<x>
/etc/rc.d/init.d/network stop
rmmod vmxnet_console
insmod vmxnet_console devName=bond<x>
/etc/init.d/network start
mount -a
5. Reboot ESX Server for your changes to take effect unless you are creating a VLAN
for the service console. See Creating a VLAN with NIC Teaming for the Service
Console on page 79.
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Note: When you switch from one blade to another, the /dev/cdrom link and
possibly the
/mnt/cdrom directory may be deleted. If this happens, type the following to mount
the USB CD-ROM manually:
mount /dev/scd0 /mnt/cdrom
If the /mnt/cdrom directory is also deleted, then recreate this directory by typing:
mkdir /mnt/cdrom
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Remote and Scripted Installations
CHAPTER 5
The following sections describe how to install ESX Server using remote and scripted
installations:
• Scripting Your Installations on page 92
• Configuring ESX Server for Scripted Installations on page 92
• Setting Up the Script on page 92
• Performing a Remote Network Installation with a Boot Floppy on page 104
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When setting up the script, you must choose the networking method for the server
on which you will install ESX Server. You can specify unique network identification
information, including the static IP address and host name of each system or you can
use DHCP initially to quickly set up a number of ESX Server systems.
You can use DHCP initially to create one installation script that is used to deploy new
ESX Server systems from the same floppy image. You must then configure each
system separately and assign a unique host name and IP address. This is in addition to
configuring the server with the management interface wizard.
Otherwise, you can create multiple floppy images, each containing unique network
identification information you specify when you set up the script.
You must copy the script and other essential files to a floppy disk at the end of the
setup process, so make sure you have a formatted floppy disk handy. You need a
program to write the script to the floppy disk, such as dd, rawwritewin or
rawrite. Make sure the program works with the operating system of the client on
which you are creating the floppy disk.
In addition, you need access to the ESX Server installation files. The files can be on the
ESX Server CD-ROM, which you can leave in the CD-ROM drive of the system on which
you originally installed ESX Server, or you can use the CD-ROM to install each new
system. In addition, the files can be stored on a separate server and accessed across
the network.
To set up the script, complete the following steps:
1. Launch a supported Web browser and enter the URL for the VMware
Management Interface.
http://<hostname>
Where <hostname> is the name assigned to the server during installation.
2. The Login page appears. Log in to the VMware Management Interface as root.
The Status Monitor page appears.
3. Click the Options tab. The Options page appears.
4. Click Scripted Installation. ESX Server checks your system for the required
scripted installation components. If ESX Server is not properly configured, a page
appears and displays the steps needed to set up your ESX Server. To learn how to
prepare your server, see Configuring ESX Server for Scripted Installations.
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5. The Scripted Install page appears. Enter the information for the script to use to
configure another ESX Server system.
6. In the Installation Type list, select Initial Install if you are going to perform a
new installation; select Upgrade if you are going to upgrade an existing ESX
Server system.
7. In the Installation Method list, select from the following options:
• Choose Network to perform a network installation from the initial ESX Server
system. ESX Server detects and uses the URL from the server. For example, if
the initial ESX Server system is esx25.vmware.com, the URL is
http://esx25.vmware.com:8555
• Choose Remote to perform a remote network install from a server separate
from the ESX Server system that still contains the ESX Server installation files.
In the Remote Server URL field, enter the port number along with the name
of the server that contains the ESX Server installation files, like this:
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http://<hostname>:8555/
Where <hostname> is the name assigned to the ESX Server.
• Select CD-ROM to install from the CD-ROM on the local CD-ROM drive on the
new system.
• Choose NFS to perform a network install using The Network File System (NFS)
application. In the Remote Server URL entry field, enter the host machine
name along with the mount point, like this:
<hostmachine>:<mountpoint>
8. In the Network Method list, select DHCP if the ESX Server system is going to
have a dynamic IP address; select Static IP if the ESX Server system is going to
have a static IP address.
Note: VMware recommends each ESX Server system has its own static IP
address. However, you can use DHCP to deploy new ESX Server systems from the
same floppy image, then configure each system separately and assign a unique
host name and IP address. Or you can create multiple floppy images containing
the network identification information you specify here.
9. In the Time Zone list, select the time zone for the server you are about to install.
The list defaults to setting of the original ESX Server machine.
10. In the Reboot After Installation list, select Yes only if the new system will eject
the floppy disk automatically.
11. In the Boot Device list, choose from Internal Harddisk or SAN.
12. Under Root Password, specify the root password. Enter the root password in the
Password field. Enter this password a second time in the Again field.
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13. Click Next to continue. The next Scripted Install screen appears.
14. Read through the end user license agreement and check I have read and accept
the terms in the license agreement.
15. Click Next to continue. If the ESX Server system is going to have a static IP
address, the Networking Options page appears. If the ESX Server system is going
to use DHCP, skip to step Step 17.
16. Enter the information for networking. Enter the host name in the Hostname
field, the IP address in the IP Address field, the netmask in the Netmask field, the
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network gateway in the Gateway field and the domain name server in the
Nameserver field.
Note: Be sure to include the full domain name if you are running with domains.
17. Enter a name for the virtual switch in the Virtual Switch Name field. Before
virtual machines can be configured to access a network, you must create at least
one virtual ethernet switch.
18. Enter a name for the virtual switch in the Virtual Switch Name field. Before
virtual machines can be configured to access a network, you must create at least
one virtual ethernet switch.
19. Under Network Card allocation, choose the number of network adapters
allocated to virtual machines.
20. Click Next to continue to the next configuration screen.
21. Assign each network adapter to a virtual switch. Choose a virtual switch from the
pull-down menu next to the network adapter.
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23. Enter the ESX Server serial number in the VMware ESX Server field.
If you have a license for VMware Virtual SMP for ESX Server, enter that serial
number in the VMware Virtual SMP for ESX Server to configure your virtual
machines with more than one virtual processor. Entering the serial number
installs Vmware Virtual SMP for ESX Server.
Allocate memory to the service console and select PCI devices assignments.
In the Service Console list, choose the amount of memory reserved for the
service console.
The default amount for memory reserved for the service console, 192MB, is
sufficient for managing up to eight virtual machines concurrently. Change this to
272MB for up to 16 virtual machines., 384MB for up to 32 virtual machines or
512MB for more than 32 virtual machines. Choose 800MB if the service console
requires additional memory for installations.
In the PCI Configuration list, choose Automatic or Manual.
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24. Click Next to continue. If you selected to configure PCI device allocation, the Set
PCI device allocation page appears.
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26. Under Partition Configuration, specify the following for each partition in the
service console:
• In the Drive list, select from the list of disks.
• In the Mount Point field, specify the mount point. You should specify at
minimum boot (/boot), root (/) and swap (swap) mount points.
• In the Size field, specify the size of the partition in megabytes (MB).
• In the Type list, select the type of file system. Choose from vmfs, vmcore,
ext3 and swap. Select swap if the partition is a swap partition.
• Check the Grow check box if you want the partition to grow until it fills the
disk. VMware recommends you do not make your boot and swap partitions
growable.
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27. When you are satisfied with your choices, click Next to continue. The Swap File
creation screen appears.
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31. When you are satisfied with your choices, click Next to continue. The next
Scripted Install screen appears .
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Index
B S
Boot floppy image Scripted installs 92
remote network install 104 setup 92
D SCSI 12
Device driver Security certificate
installing 61 installing 52
F Specifications
Fibre Channel 12 ESX Server system maximum 15
ESX Server system minimum 12
G legacy devices 19
Guest operating system performance recommendations 14
supported systems 18 virtual machines 18
H System requirements
Hardware remote management workstation
installing on server 57 16
Hardware requirements 12 server 12
T
I
Technical support 7
Installation
before you begin 22 Troubleshooting 7
boot floppy image 104 U
boot screen options 23 Upgrading
Dell blade servers 66 device driver mappings 63
device driver mappings 61 from ESX Server 1.5.x or ESX Server
graphical installer 24 2.0 61
HP blade servers 67 from previous version of ESX Server
IBM BladeCenter 71 59
Intel BladeCenter 83
V
methods 23
of hardware on server 57 VMware Community Discussion Forum
on SANs 23 8
remote network install 104
scripted 92
text-mode installer 37
M
Memory
server requirements 12
N
newsgroups 7
R
RAID 12
Remote management workstation
system requirements 16
Remote network installation 104
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