Procedure

Title: Deploy and Configure TS and UT ESX Guest OS from Template using Customization Specification - RSA Process: Guest OS Deployment Date of Revision: 9-25-09 Version Number:2.0 Effective Date: 8-25-09

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1.0 Revision History

Revision History
Version 1.0 2.0 8-25-09 9-25-09 Date Author(s) Scott Vartanian Scott Vartanian Revision Description Document Creation Add steps after template deployment

2.0 Purpose This document will cover the process of preparing a guest OS for conversion to template with the intention of using the customization specification when deploying guests from the template.

JBT_example_-_deploy_VM_servers_from_ESX_template.doc Last printed 6/30/2010 11:04:00 AM

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JBT_example_-_deploy_VM_servers_from_ESX_template.NL_ and DOSAPP. 2. 3.doc Last printed 6/30/2010 11:04:00 AM Page 2 of 1 . Antivirus is installed and up to date.FO_ are copied to the System32 folder. To use the Customization Specification there are a few files that need to be copied to the guest OS. Ensure that files C_20127.0 Guest OS Preparation for conversion to Template 1.3. Basic programs for everyday use are installed. Patching is up to date b. Create a sysprep folder under the C:\ drive and then copy the I386 folder to the sysprep folder you created. c. a. Some things to consider: a. You can find these files in any I386 folder on the OS installation CD/DVD. a. Build the guest OS to the point that template deployment is desirable. 4.

6. (You can find the bat file here: \pho1fs01\software$ ) Ensure the bat file is located under the C:\ drive of the guest OS.doc Last printed 6/30/2010 11:04:00 AM Page 3 of 1 .bat has been created to modify the WSUS SID on OS deployment using the customization specification. Once done. Cloning to template will not have any impact on the system. WSUS has it’s own SID in the windows registry of each windows OS. JBT_example_-_deploy_VM_servers_from_ESX_template. Note: If you are cloning to template you do not need to shut down the virtual guest OS.5. Before you shut down the system to convert to template. a. A bat file named WSUSID. it is suggested you defragment the C:\ drive for best performance. shut down the system.

On the guest OS you want to convert to template. 2.doc Last printed 6/30/2010 11:04:00 AM Page 4 of 1 . right click on the guest and select “Convert to Template”.4. JBT_example_-_deploy_VM_servers_from_ESX_template. The system is now a template.0 Template Creation 1. Convert to Template .

doc Last printed 6/30/2010 11:04:00 AM Page 5 of 1 .3. right click on the guest and select “Clone to Template JBT_example_-_deploy_VM_servers_from_ESX_template. Clone to Template – On the guest OS you want to clone to template.

0 Deployment from Template 1.doc Last printed 6/30/2010 11:04:00 AM Page 6 of 1 . JBT_example_-_deploy_VM_servers_from_ESX_template. a. Click on the Inventory button and selet “Virtual machines and Templates” from the drop down list.5.

Find the template that you wish to deploy a Guest OS from and right click it. JBT_example_-_deploy_VM_servers_from_ESX_template.2.doc Last printed 6/30/2010 11:04:00 AM Page 7 of 1 . 3. Give the server the exact name you will be regestering in DNS. Enter the name of the server you are going to deploy. a. a. .

4. Select the DB or WEB Cluster for hosting the virtual machine. JBT_example_-_deploy_VM_servers_from_ESX_template. a.doc Last printed 6/30/2010 11:04:00 AM Page 8 of 1 .

c. Select the DB or WEB Cluster from the main page and click on the “Hosts” tab to see where resources are avialable. b. JBT_example_-_deploy_VM_servers_from_ESX_template.doc Last printed 6/30/2010 11:04:00 AM Page 9 of 1 .Select the host for the virtual maching to run on.

5.doc Last printed 6/30/2010 11:04:00 AM Page 10 of 1 . JBT_example_-_deploy_VM_servers_from_ESX_template. Select a resource pool to put the guest OS.

JBT_example_-_deploy_VM_servers_from_ESX_template.doc Last printed 6/30/2010 11:04:00 AM Page 11 of 1 . Depending on the function of the server you may not need to put the server in any resource pool. 6. Select the storage group for the vm server.a. b. Resource pools are used to ensure sufficent resources for a given set of guest servers.

a.doc Last printed 6/30/2010 11:04:00 AM Page 12 of 1 . JBT_example_-_deploy_VM_servers_from_ESX_template.

Select the Customization Specification that you wish to use for OS configuration. a. JBT_example_-_deploy_VM_servers_from_ESX_template.doc Last printed 6/30/2010 11:04:00 AM Page 13 of 1 . 8.7. Select Finish and you are done deploying.

doc Last printed 6/30/2010 11:04:00 AM Page 14 of 1 . Configuring Utility and Terminal Servers – Architecture Upgrade Project – JBT_example_-_deploy_VM_servers_from_ESX_template.a.

Virtualization of Taskman UT Server – Production. Message.Disable the three daily Scheduled Tasks that handle the Ogden noon time TS outage. If you are creating a non-production TS . Terminal Servers 1) Link the terminal server to the corresponding utility server (a. The three scheduled tasks are: Enable logons.Production Secondary Utility Servers 1) No additional configuration required. Verify ability to login and preview a form using SSD. Terminal Servers 1) Link the terminal server to the corresponding utility server (a. 4) Run WSUS SID Changer. 4) Verify ability to login and preview a report using the SSD form.k. Change the ‘Task Man Path’ to the new primary UT server name. Int and Dev * Servers must be configured in the order listed here (primary UT. 2) Ogden only: JBT_example_-_deploy_VM_servers_from_ESX_template. 5) Chalfont Only – Install SingleSource WellsFargo Exp Mod Secondary Utility Servers 1) Chalfont Only – Install SingleSource WellsFargo Exp Mod 2) Verify ability to login and preview a form using SSD. and ProdTSlogoff. Navigate to C:\Adjoined\Scripts and update server references in Message.bat and ProdTSlogoff. 2) Open the Intranets form in Syteline and go to the Reports/Taskman tab. 2) Add to the domain. Verify the service is set up to use the ‘jbtc\phxsytelineprod’ account. 3) Reboot.Creation of VM Clone for All Servers 1) Set the IP address.a. (This is built into the customization specification so it may not be necessary to run manually) 5) Verify Time Zone is set to Mountain Time and automatically adjust for daylight savings changes is checked TS & Secondary UT Server Build out . 3) Start Taskman service.cmd b. 2) Ogden only: a. “session server”) using the Syteline Configuration Wizard. secondary UT.doc Last printed 6/30/2010 11:04:00 AM Page 15 of 1 . “session server”) using the Syteline Configuration Wizard.k.a. then TS servers) Primary Utility Servers 1) Create Taskman configurations.

a) Go to the Planning Parameters form in Syteline. In the Sites tab. update the ‘Planning Host Name’ field to the new primary UT server name.doc Last printed 6/30/2010 11:04:00 AM Page 16 of 1 . JBT_example_-_deploy_VM_servers_from_ESX_template.