PCube R2 QuickStart v1 8

P Cubed R2
Quick Start Guide
Version 1.8
March 2013
P Cubed Quick Start Guide

About this guide

Edition notice
This edition applies to Version 5 of the Pivot3 vSTAC® Operating System and to any subsequent releases
until otherwise indicated in new editions.

Notification of Use Intent
This document contains information confidential and proprietary to Pivot3, Inc. and shall not be
reproduced or transferred to other documents or disclosed to others or used for any purpose other
than that for which it was obtained without the expressed written consent by Pivot3, Inc.

Pivot3 EULA and Open Source Notices
During the installation of all Pivot3 software components, a copy of the Pivot3 End User License
Agreement will be placed in a subdirectory called “Documentation” located under the primary
installation directory. If applicable, the Pivot3 Open Source Notices document will also be found in the
Documentation subdirectory.

© Copyright 2007-‐2013 Pivot3, Inc.
All rights reserved. Specifications are subject to change without notice. Pivot3, RAIGE, Pivot3 vSTAC, P
Cubed, vBank, CloudBank, DataBank, and High-‐Definition Storage are trademarks or registered
trademarks of Pivot3. All other brands or products are trademarks or registered trademarks of their
respective holders and should be treated as such.

| | www.pivot3.com March 2013 | 2


Table of Contents

What’s in P Cubed ................................................................................................................... 4
Quick Start .............................................................................................................................. 7
Quick Reference ...................................................................................................................... 8
User Name / Passwords ........................................................................................................................... 8
Networks .................................................................................................................................................. 8
Licensing .................................................................................................................................................. 9
Pilot Deployment Steps ......................................................................................................... 10
Installation ............................................................................................................................................. 10
Network Resolution ............................................................................................................................... 10
vCenter Licensing ................................................................................................................................... 13
Add Host ................................................................................................................................................ 21
License Windows Virtual Machines ....................................................................................................... 29
License AD01 ...................................................................................................................................... 29
License Additional Window 2008 R2 Servers ..................................................................................... 35
License View Administrator ................................................................................................................... 40
Create Sample Desktop Pool .................................................................................................................. 45
View Client ............................................................................................................................................. 62
Customize SampleDesktop Pool ............................................................................................................ 64

Date Summary Who
11/21/2011 Initial Document Greg Pellegrino/Khang Nguyen
12/16/2011 Final Draft for review Greg Pellegrino
2/10/2012 Final Greg Pellegrino
3/28/2012 Streamline Quick Start steps Greg Pellegrino
7/08/2012 View 5.1 Greg Pellegrino
11/12/2012 View 5.1.1 Aaron Foster
01/03/2013 Windows Licensing Aaron Foster
01/10/2013 Update for vSTAC R2 Greg Pellegrino
03/27/2013 Update from review Greg Pellegrino



What’s in P Cubed

Pivot3 P Cubed provides a complete VMware View 5.0 management system

Components
• AD01 is Microsoft Active Directory, DHCP, DNS

• ManagementStation includes vSTAC Manager, etc
vSTAC Manager is the configuration and management software for Pivot3 STACs.

• vCenter is VMware Virtual Center for Virtual Desktops
The vCenter Server is a server that acts as a central administrator for ESX/ESXi hosts that are
connected on a network. A vCenter Server provides the central point for configuring, provisioning,
and managing virtual machines in the datacenter.
View Composer is installed as a software service on the vCenter to allow VMware View to rapidly
deploy multiple linked-‐clone desktops from a single centralized base image.



• ViewConnection is VMware View Connection Server

The VMware View Connection server is a software service that acts as a broker for client
connections by authenticating and then directing incoming user requests to the appropriate virtual
desktop.

• Golden_Desktop is reference desktop for Windows 7
The Virtual Desktop has a View Agent that is a software service that is installed on all guest virtual
machines in order to allow them to be managed by VMware View.

• Pivot3_VM is Pivot3 Storage Virtual Appliance
The Pivot3_ VM contains the vSTAC operating system (vSTAC OS) provides an intuitive appliance
approach as it manages data distribution across Pivot3 vSTAC Appliances to provide scalable
availability, performance and capacity. The vSTAC OS runs on each appliance to aggregate the
physical resources of the appliances, automatically load balance across the appliances and protect
against component failures.
Advanced disk protection from the vSTAC OS includes RAID 1p, RAID 5e, RAID 6e and RAID 6x:
-‐ With RAID 5e, one disk failure or one appliance failure will not affect data
-‐ With RAID 1p and RAID 6e, up to 3 simultaneous disk failures will not affect data
-‐ RAID 1p and RAID 6e also protects data in the case of an entire appliance failure and up to 1
drive failure
-‐ With RAID 6x, up to 5 simultaneous disk failures will not affect data
-‐ RAID 6x also protects data in the case of an entire appliance failure and up to 2 drive failures
As with any centralized resource, it is important that the data stored be available and accessible.
The Pivot3 storage-‐centric approach for application environments characterized by high-‐capacity
needs and I/O-‐intensive workloads offers higher performance, lower cost and higher availability
than traditional alternatives.
P Cubed is preconfigured with Replica and Desktop LUNs at RAID 1 and View Environment LUN at
RAID 6. In production scale-‐out with additional vSTAC VDIs, the Replica and Desktop LUNs are
preferred to be RAID 1p and the View Environment LUN is preferred to be RAID 6e.


P Cubed has six Network Interface Card (NIC) ports. The physical NICs for vmnic0 and vnmic1 auto-‐
negotiate from 1 to 10 Gigabit Ethernet. The physical NICs for vmnic2 through vmnic5 are 1 Gigabit
Ethernet.
vmnic4 and vmnic5 are redundant the VMware management network. The NIC allows connections for
vSphere Client and a path to the ManagementStation.
vmnic2 is to be connected to the customer’s production network. The NIC allows access to the View
Connection server. vmnic3 may be used for redundancy of the production network.
vmnic0 and vmnic1 are unused by a P Cubed POC deployment. Scaling the system with additional
vSTAC VDI appliances will require usage of vmnic0 and vmnic1 for redundant iSCSI Storage Networks.



Quick Start
1. Installation (Refer to Installation on page 10)
Unbox
Connect networks
Power on
2. Network Resolution (Refer to Network Resolution on page 10.)
Set management IP address
Connect with vSphere Client
Power up VMs; ManagementStation, AD01, vCenter, ViewConnection
Set VM IP addresses for Production and Management Networks (see worksheet)
Set DNS address of host in AD01
Flush DNS in each VM
3. Apply VMware View Premier Evaluation Licenses (Refer to vCenter Licensing on page 13)
Connect with vCenter
Enter vCenter and vSphere evaluation licenses
Apply vCenter license
4. Connect the P Cubed appliance to vCenter (Refer to Add Host on page 21)
Add host pcubeesxi.pcube.local to vCenter
Assign vSphere evaluation license
Move VMs into folders
5. License Windows Server VMs (Refer to License Windows Virtual Machines on page 29)
Disable DHCP on server AD01
Configure Windows Server NICs for internet connectivity
License Windows
Remove NIC(s)
Re-‐enable DHCP on server AD01
6. License View Administrator (Refer to License View Administrator on page 40)
Connect to View/Admin with IE
Apply View Premier evaluation license
7. Create the SampleDesktop Pool (Refer to Create Sample Desktop Pool on page 46)
Create the SampleDesktop Pool from Golden Desktop
8. Connect to a sample desktop (Refer to View Client on page 62)
Connect via View Client
Optional: Customize the sample desktops (Refer to Customize SampleDesktop Pool on page 64)
Activate Windows 7 trial in Golden Desktop
Create “activation” snapshot
Recompose SampleDesktop Pool
Increase the number of sample desktops


Quick Reference
User Name / Passwords
Component Login Password
vSphere Client to ESXi root vSphereP3
Pivot3_VM setup p3setip pivot3
ManagementStation pcube\administrator Pivot3!
vSTAC Manager Administrator (lower case) Pivot3!
SampleDesktop ViewUsers viewuser1, viewuser2, … viewuser5 viewuser
Networks
DHCP Addresses that are written in below were assigned by AD01 and are on the P Cubed Network, and
noted here for your convenience.
ESXi Host
Management □DHCP □Static IP_______._______._______.______

ManagementStation
Production (adapter #5) □DHCP □Static IP_______._______._______.______

(Disable the Production adapter if Production and Management are on the same subnet)
Management (adapter #4) □DHCP □Static IP_______._______._______.______

PCubed (adapter #3) √DHCP □Static IP__192__.__168__.___1___.___24__
SAN0 (adapter #1) □DHCP √Static IP____1__.____1__.___1___.___11__
SAN1 (adapter #2) □DHCP √Static IP____1__.____1__.___2___.___11__
AD01
PCubed (adapter #1) √DHCP □Static IP__192__.__168__.___1___.___10__

vCenter
Management (adapter #1) □DHCP □Static IP_______._______._______._______

PCubed (adapter #2) √DHCP □Static IP__192__.__168__.___1___.____9__
ViewConnection
Production (adapter #2) □DHCP □Static IP_______._______._______._______

PCubed (adapter #1) √DHCP □Static IP__192__.__168__.___1___.____3__



Licensing
Windows Server Licenses – You have been provided 2 DVD’s containing the license keys for Windows
Server 2008 R2 Standard Edition. Each Windows Key has a Physical and Virtual Key. You are allowed to
use the virtual key on two separate virtual machines. The VM’s that need to be licensed are AD01,
vCenter, ViewConnection, and Management Station.
VMware View – A 60 day evaluation of VMware View 5 Premier 100 pack is provided. A license email
will be sent to the customer point-‐of-‐contact. The evaluation period will begin upon license
registration.
Windows 7 -‐-‐ The Golden_Desktop image is a Windows 7 Enterprise 90-‐day Trial. The trial period
begins upon activation. The Golden_Desktop has been supplied unactivated.
Microsoft Virtual Desktop Access – VDA lets use access virtual desktops from Software Assurance
covered PCs. Refer to Appendix A: Document References for a link with more information.



Pilot Deployment Steps

Installation
1. Connect the network connection vmnic 4 into the VMware management network. For
management network redundancy vmnic 5 can also be connected.
2. Connect the network connection vmnic 2 into the production network. This network may be the
same as the VMware management network.
3. Power on the appliance.
4. Plug keyboard, video, and mouse (KVM) into the appliance.
Network Resolution
1. After vSphere ESXi completes booting, press F2. Login with root / vSphereP3.
2. Configure the management port based on the management network; use DHCP or set a static
address. Return to the main screen. Make a note of this management IP address.
3. On a computer connected to the management network launch vSphere Client. Connect to the
appliances management IP address. Login as root.

4. The vSphere Client will show the loaded VMs.

5. Right click on the icons to Power Up each VM in the following order.
a. ManagementStation
b. AD01
c. vCenter


d. ViewConnection

6. Open the console for the ManagementStation. Login with the pcube\administrator account.

7. Use Control Panel  Network to set valid IPv4 IP addresses for the NICs on both the Management
and Production networks.
8. Open the console for ViewConnection and log in as above in step 6, and set the IPv4 address for the
Production Network.
9. Open the console for vCenter and log in as above in step 6, and set the IPv4 address for the
Management Network.
10. Open the Console for AD01 and log in. Open DNS. Navigate to AD01pCube.local. Edit the IP
address for pCubeESXi to match the appliance management IP address.


11. In each VM console you opened above, open a command prompt. Type ipconfig /flushdns. From
the ManagementStation ensure that pcubeesxi.pcube.local answers a ping. Note that the Windows
Server VMs will not answer pings due to firewall protection.


vCenter Licensing
1. The ManagementStation’s desktop has four preconfigured programs installed and their icons have
been put as shortcuts on the desktop. A brief explanation of each is:
a. Pivot3 vSTAC Manager is Pivot3’s storage management software.
b. VMware View Client will be used to connect to the View Connection server.
c. VMware vSphere Client will be used to connect to the vCenter server.
d. Microsoft Internet Explorer has its homepage set to connect to the View Administrator
console.


2. Open the vSphere Client and connect to vcenter.pcube.local. Use the administrator account.

3. Navigate to HomeAdministrationLicensing. Click on Manage vSphere Licenses…


4. Refer to your VMware email for the View5 Evaluation Pack of 100 desktops.


5. Enter licenses for VMware vSphere 5 Enterprise Plus for Desktop, and VMware vCenter Server 5
Standard for View 5.


6. Click Add License Keys. Click Next.


7. In Assign Licenses, under the vCenter Server tab, click the button to assign vCenter Server 5
Standard license.


8. In Remove License Keys, click Next.


9. In Confirm Changes, verify license assignment, click Finish.


Add Host
1. Next, from ManagementStation, navigate back to Hosts and Clusters, right click on the pCube
datacenter. Choose Add Host…


2. In Connection enter in pcubeesxi.pcube.local, for Authorization specify the root login/password.
Click Next.

3. Choose Yes when the Security Alert prompts.


4. In Host Summary, click Next.


5. In Assign Licenses, under the ESX tab, click the button to assign the VMware vSphere 5 Desktop
Host license.


6. In Lockdown Mode, click Next.


7. In Virtual Machine Location, click Next.


8. In Ready to Complete, click Finish.

9. vCenter will now have pcubeesxi and the P Cubed VMs attached.



10. Navigate to HomeInventoryVMs and Templates.

11. Drag and drop each VM into a folder as pictured.



License Windows Virtual Machines

You have been provided 2 License Keys for Windows Server 2008 R2. Each one of the key stickers has
both a virtual and a physical key. You are going to be using the Virtual License keys as each one can be
used to license two machines.
The fastest way to do this is make sure that both the Production and Management network have access
to the Internet. If one does, and the other doesn’t make note of which one does as you are going to be
adding a network card to each VM that doesn’t have internet access and assigning that NIC to the
network with internet access for the purpose of licensing Windows. Once licensed this NIC will be
removed
For those VM’s which already have internet access, license windows per normal. For the ADO1 VM and
each additional VM we will go through the following steps to add them to the network that has internet
access.
License AD01
1. Right click on ADO1 and choose Open Console

2. Log in to windows using u/p administrator/Pivot3!
3. Until you have disabled DHCP on AD01 we don’t want to place it on our network with internet, as
this might make it a Rogue DHCP server.


4. Click Start -‐>Administrative Tools -‐> DHCP

5. Once DHCP is open right click ad01.pcube.local and choose All Tasks -‐> Stop



6. Next click VM -‐> Edit Settings

7. Click Add

8. Click Ethernet Adapter then Next



9. Change Type from E1000 to VMXNET 3

10. Determine Network connection:
a. If the Management Network is the network that is connected to the internet click Next.

b. Otherwise from the Network Label choose Production Network from the Dropdown if that
is the network that is connected to the Internet.

11. Click Next then Finish.
12. You will see the following while the network card is being added to your VM

13. Click Ok


14. You will see a message similar to the following once the Ethernet Adapter has been added to
windows.

15. If the network that has internet is has a DHCP server associated with it then this NIC will grab an ip
address and you should be able to register windows per normal.
16. Once Windows has been activated we are going to reverse the process we just did.
17. Click VM edit settings



18. Locate the Network card that is on your Internet Network, in this case it is the VM Network, Click
Remove

19. Your network card will look like this until you click ok.

20. Click Ok
21. Now that your connection to the outside network has been removed, turn DHCP back on. Open
DHCP, right click ad01.pcube.local, click All Tasks -‐> Start

22. DHCP is ready when IPv4 & 6 both show green check marks

23. Close DHCP


License Additional Window 2008 R2 Servers

1. Right click on any of the additional 3 Windows servers that do not have internet access and choose
Open Console

2. Log in to windows using u/p administrator/Pivot3!
3. While it completes the log in, click VM -‐> Edit Settings

4. Click Add



5. Click Ethernet Adapter then Next

6. Change Type from E1000 to VMXNET 3


7. Determine Network connection:

a. If the Management Network is the network that is connected to the internet click Next.

b. Otherwise from the Network Label choose Production Network from the Dropdown if that
is the network that is connected to the Internet.

8. Click Next then Finish.
9. You will see the following while the network card is being added to your VM

10. Click Ok
11. You will see a message similar to the following once the Ethernet Adapter has been added to
windows.



12. If the network that has internet is has a DHCP server associated with it then this NIC will grab an ip
address, otherwise please give it a static IP address. You should be able to register windows per
normal.
13. Once Windows has been activated we are going to reverse the process we just did.
14. Click VM edit settings

15. Locate the Network card that is on your Internet Network, in this case it is the VM Network, Click
Remove

16. Your network card will look like this until you click ok.
17.



18. Click Ok; this will finalize the removal of the NIC. Repeat these steps for any additional Servers that
need to be licensed.



License View Administrator

1. In the ManagementStation console, open Internet Explorer. Click Continue to this website.

2. Login to VMware View Administrator with the pcube/administrator account.



3. Navigate to View Configuration  Product Licensing and Usage. Click Edit License…

4. Locate the VMware View 5.x license from the VMware license email. Enter it in the prompt.



5. Verify that the evaluation license is enabled for View Composer.


6. Navigate to View Configuration  Servers. Highlight the VIEWCONNECTION server and click Edit…


7. Under the General tab, set the PCoIP Secure Gateway ‘s External URL to the IP address of the
ViewConnection server’s Production NIC.
8. Under HTTP(s) Secure Tunnel, uncheck “Use Secure Tunnel…”
9. Under PCoIP Secure Gateway, check “Use PCoIP Secure Gateway…” Click OK.



Create Sample Desktop Pool

1. Click on Inventory and select Pools, select Add…

2. Choose Automated Pool, click Next.



3. Choose Floating, click Next.

4. Choose View Composer linked clones, click Next.


5. Set ID: and Display Name: to SampleDesktop.

6. Leave defaults, select Next.



7. Set Naming Pattern: to sample-‐{n}, set Max number of desktops and Number of spare
(powered on) desktops to 5, or a size of your choice.

8. Leave defaults, click Next. .


9. Check Select Separate datastores for replica and OS disk, and click next.

10. In Add Pool, select Browse for the Parent VM:



11. Select the Golden_Desktop in the pop-‐up window and then click ok.

12. In Select default image, select the SampleDesktop snapshot.


13. Browse for VM folder.

14. In Virtual Machine Folder Location, choose Desktops. Click Ok.


15. Browse for Host or cluster.

16. Select pcubeesxi.pcube.local, click OK.


17. Browse for Resource pool.

18. Select pcubeesxi.pcube.local. Click OK.


19. Browse for Linked clone datastores.

20. Check Desktops, choose Aggressive for Storage Overcommitt . Click Ok


21. Browse for Replica disk datastores.

22. Choose Replicas Datastore. Click Ok.


23. Add Pool vCenter Settings should now look as follows, click Next.

24. Leave Advance Storage Options settings as Default, click Next.



25. In Guest Customization Click Browse for AD container

26. Browse and select OU=ViewDesktops. Click Ok.


27. In Ready to Complete, compare your configuration to the next three screen shots. Use Back if
you need to make changes. Place a Check in Entitle users after this wizard finishes, and then
click Finish.





28. From the Entitlements pop up click Add…


29. In Find User or Group, uncheck Users and in Name/User name type “view”, and hit Find. Select
ViewUsers.

30. In Entitlements ViewUsers/PCube.local. Click OK. This will return you back to the View
Administrator Pools screen.


View Client
1. The SampleDesktop pool should now be active. Launch the VMware View Client from the desktop
shortcut. Specify viewconnection.pcube.local, click Connect.

2. Click Continue.

3. Specify a viewuser account. For example, viewuser1. Click Login.


4. Highlight the SampleDesktop pool. Click Connect.

5. The desktop session will now launch.



Customize SampleDesktop Pool

1. From the vSphere Client, right click on the Golden_Desktop, click Edit Settings.
2. Under the Hardware tab, click Add…

3. In Device Type, select Ethernet Adapter, click Next.



4. In Network connection, set Type: to VMXNET3. Set Network connection to either VM Network or
Production Network. This is a network external to P Cubed and must have a DCHP server.



5. In Ready to Complete, click Finish.



6. Right click on the Golden_Desktop, click on Power, Power On.

7. Login to the Golden_Desktop with the pcube/administrator account.


8. In Windows Activation, click on Activate now.



9. Select Activate Windows online now.



10. Wait for Windows Activation to complete.

11. The Windows 7 desktop should now indicate in the lower right corner that the Windows License
has been activated for 90 days.

12. Make any additional customization settings desired. This can include loading applications,
configuring application settings, changing Windows settings, and installing Windows Updates.
Perform and Windows reboots necessary. These settings will remain valid through the 90 day
Windows evaluation period.
13. From the Windows Start menu, shutdown Windows.


14. On the open console, navigate to VMSnapshot, click Take Snapshot…

15. In Take Virtual Machine Snapshot provide a unique name for the snapshot. The example screens
will use Activated Image. Click OK.


16. On the open console, navigate to VMSnapshot, click Snapshot Manager… This will display the
Golden_Deskstop’s snapshot history. The Activated Image snapshot is indicate as “You are here”.
Click Close.



17. In the ManagementStation, start Internet Explorer. Login to View Adminstrator with the
pcube/administrator account. Navigate to InventoryPools, click on the SampleDesktop in the ID
column.



18. Select ViewComposerRecompose.

19. In Image, select Change.



20. In select Parent VM, select Golden_Desktop and click OK.



21. In Image, highlight the new snapshot. In the example screens it is named LicenseActivation. Click
Next.

22. In Scheduling, click Next.


23. In Ready to Complete, click Finish. The SampleDesktop pool will now be recomposed to the new
snapshot.

24. Monitor the vCenter task bar for progress and completion.


25. In the ManagementStation, start Internet Explorer. Login to View Adminstrator with the
pcube/administrator account. Navigate to InventoryPools, click on the SampleDesktop in the ID
column.


26. Choose Edit.



27. Under the Provisioning Settings tab, set Max Number of desktops and Number of spare (powered
on) desktops. Click OK.

28. Monitor the vCenter task bar for progress and completion.



29. Appendix A: Document References
VMware View 5.1 Documentation

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

VMware View Optimization Guide for Windows 7
http://www.vmware.com/files/pdf/VMware-‐View-‐OptimizationGuideWindows7-‐EN.pdf

Microsoft Windows 7 Enterprise 90-‐day Trail
http://technet.microsoft.com/en-‐us/evalcenter/cc442495

Microsoft Windows Virtual Desktop Access
http://www.microsoft.com/licensing/software-‐assurance/windows-‐virtualization.aspx
Microsoft Software Assurance Desktop Virtualization Brochure
http://download.microsoft.com/download/5/c/7/5c727885-‐ec15-‐4920-‐818b-‐
4d140ec6c38a/SA_Customer_Virtual_Desktop_Brochure.pdf


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About this guide

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Table of Contents

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What’s in P Cubed

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• ViewConnection is VMware View Connection Server

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Management □DHCP □Static IP_______._______._______.______

Production (adapter #5) □DHCP □Static IP_______._______._______.______

Management (adapter #4) □DHCP □Static IP_______._______._______.______

PCubed (adapter #1) √DHCP □Static IP__192__.__168__.___1___.___10__

Management (adapter #1) □DHCP □Static IP_______._______._______._______

Production (adapter #2) □DHCP □Static IP_______._______._______._______

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Pilot Deployment Steps

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6. Click Add License Keys. Click Next.

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8. In Remove License Keys, click Next.

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9. In Confirm Changes, verify license assignment, click Finish.

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4. In Host Summary, click Next.

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6. In Lockdown Mode, click Next.

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7. In Virtual Machine Location, click Next.

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8. In Ready to Complete, click Finish.

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10. Navigate to HomeInventoryVMs and Templates.

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License Windows Virtual Machines

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4. Click Start -­‐>Administrative Tools -­‐> DHCP

6. Next click VM -­‐> Edit Settings

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9. Change Type from E1000 to VMXNET 3

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License Additional Window 2008 R2 Servers

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5. Click Ethernet Adapter then Next

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7. Determine Network connection:

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License View Administrator

Management □DHCP □Static IP___._._.__

Production (adapter #5) □DHCP □Static IP___._._.__

Management (adapter #4) □DHCP □Static IP___._._.__

PCubed (adapter #1) √DHCP □Static IP192.168._1_._10

Management (adapter #1) □DHCP □Static IP___._._.___

Production (adapter #2) □DHCP □Static IP___._._.___

4. Click Start -‐>Administrative Tools -‐> DHCP

6. Next click VM -‐> Edit Settings