Dell EMC Ready Stack Deployment Guide For VMware Vsphere and Unity
Dell EMC Ready Stack Deployment Guide For VMware Vsphere and Unity
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Dell EMC believes the information in this document is accurate as of its publication date. The information is subject to change without notice.
2 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
3 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
Table of Contents
Revisions.............................................................................................................................................................................2
Audience and Scope ...........................................................................................................................................................8
1 Overview.......................................................................................................................................................................9
2 Pre-deployment Requirements...................................................................................................................................10
2.1 Datacenter Requirements .................................................................................................................................10
2.2 Site Survey Information ....................................................................................................................................10
2.3 Validated Components .....................................................................................................................................10
3 Physical Layout ..........................................................................................................................................................12
3.1 Rack Layout ......................................................................................................................................................12
3.2 Cabling ..............................................................................................................................................................13
3.3 Hardware Installation Checkpoint .....................................................................................................................14
4 Configure Networking .................................................................................................................................................15
4.1 Example Networking Site Survey Information ..................................................................................................15
4.2 Configure Dell EMC Networking S5048-ON .....................................................................................................17
4.2.1 Begin Setup ......................................................................................................................................................17
4.2.2 Configure the Management Interface ...............................................................................................................18
4.2.3 Configure the VLTi ............................................................................................................................................19
4.2.4 Configure the Port-Channel ..............................................................................................................................21
4.2.5 Configure the VLANs ........................................................................................................................................21
4.3 Configure Dell EMC Networking S3048-ON .....................................................................................................23
4.3.1 Begin Setup ......................................................................................................................................................23
4.3.2 Configure the Management Interface ...............................................................................................................24
4.3.3 Configure the Port-Channel ..............................................................................................................................24
4.4 Networking Configuration Checklist..................................................................................................................26
5 Deploy SAN Storage ..................................................................................................................................................27
5.1 Deploy Dell EMC Unity Storage .......................................................................................................................27
5.2 Deploy Connectrix DS6500 Switches ...............................................................................................................27
5.3 Example FC SAN Site Survey ..........................................................................................................................28
5.4 Perform Arrays and Hosts Zoning ....................................................................................................................29
5.5 Add Cluster Hosts to the Storage Array ...........................................................................................................32
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5.6 Create a LUN ....................................................................................................................................................33
5.7 Storage Configuration Checklist .......................................................................................................................36
6 Deploy Management Cluster ......................................................................................................................................37
6.1 Install ESXi on Management Hosts ..................................................................................................................39
6.1.1 Prerequisites .....................................................................................................................................................39
6.1.2 Configure BIOS Settings and Connect to iDRAC .............................................................................................40
6.1.3 Boot to Installation Media .................................................................................................................................42
6.1.4 Install VMware ESXi .........................................................................................................................................44
6.1.5 Complete the Installation ..................................................................................................................................45
6.2 Configure the ESXi Management Network .......................................................................................................46
6.3 Test Management Network ..............................................................................................................................49
6.4 Configure Standard Virtual Switches ................................................................................................................50
6.4.1 Prerequisites .....................................................................................................................................................50
6.4.2 Configure Management Servers’ Virtual Switches ...........................................................................................51
6.4.3 Create vMotion Vmkernel Ports ........................................................................................................................55
6.5 Create Management Datastore from Unity LUN ..............................................................................................57
6.5.1 Multipathing Optimization .................................................................................................................................59
6.6 Deploy VMware vCenter Server Appliance ......................................................................................................59
6.6.1 Prerequisites .....................................................................................................................................................59
6.6.2 Appliance Setup................................................................................................................................................62
6.7 Add the vCenter server to Unisphere ...............................................................................................................63
6.8 Configure Active Directory Authentication (Optional) .......................................................................................64
6.8.1 Join the VCSA to the Domain ...........................................................................................................................64
6.8.2 Complete Active Directory Authentication Configuration..................................................................................65
6.9 Disable SSH on ESXi Hosts .............................................................................................................................66
6.10 vSphere Management Cluster Setup Checklist ................................................................................................68
7 Configure the Management Cluster ...........................................................................................................................69
7.1 Create Datacenter and Cluster Containers ......................................................................................................69
7.2 Add ESXi Hosts to Cluster ................................................................................................................................71
7.3 Management Cluster Configuration Checklist ..................................................................................................72
8 Deploy Compute Cluster ............................................................................................................................................73
8.1 Prerequisites .....................................................................................................................................................73
8.2 Install VMware ESXi on Compute Hosts ..........................................................................................................73
5 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
8.2.1 Configure BIOS Settings and Connect to the iDRAC .......................................................................................73
8.2.2 Boot to Installation Media .................................................................................................................................76
8.2.3 Install VMware ESXi .........................................................................................................................................77
8.2.4 Configure ESXi Management Network .............................................................................................................79
8.2.5 Test Management Network ..............................................................................................................................82
8.3 Adding ESXi Hosts to vCenter ..........................................................................................................................83
8.4 Create and Configure Virtual Distributed Switch ..............................................................................................84
8.4.1 Create the vDS .................................................................................................................................................84
8.4.2 Create Port Groups ..........................................................................................................................................86
8.5 Configure Host Networking ...............................................................................................................................89
8.5.1 Add Hosts to the vDS .......................................................................................................................................89
8.5.2 Migrate Networking ...........................................................................................................................................92
8.6 Creating Compute Cluster ................................................................................................................................94
8.6.1 Create vCenter Cluster Object .........................................................................................................................94
8.6.2 Move Hosts to the Cluster ................................................................................................................................95
8.7 Multipathing Optimization .................................................................................................................................95
8.8 Compute Cluster Configuration Checklist ........................................................................................................95
9 Deploy Software Components....................................................................................................................................96
9.1 Deploy and Configure OpenManage Integration for VMware vCenter.............................................................96
9.1.1 Prerequisites .....................................................................................................................................................96
9.1.2 Deploy OpenManage Integration ......................................................................................................................97
9.1.3 Configure OpenManage Integration ...............................................................................................................101
9.2 Deploy Dell EMC Virtual Storage Integrator ...................................................................................................107
9.2.1 Deploy the VSI Appliance ...............................................................................................................................107
9.2.2 Register the VSI Plug-in .................................................................................................................................108
9.3 Data Domain Virtual Edition ...........................................................................................................................110
9.3.1 Prerequisites ...................................................................................................................................................111
9.3.2 Deploy Data Domain Virtual Edition ...............................................................................................................112
9.3.3 Perform Initial DD VE Configuration ...............................................................................................................114
9.3.4 Complete DD VE Configuration ......................................................................................................................116
9.4 Avamar Virtual Edition ....................................................................................................................................118
9.4.1 Deployment Options .......................................................................................................................................118
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9.4.2 Integration .......................................................................................................................................................118
9.4.3 Prerequisites ...................................................................................................................................................119
9.4.4 Deploy AVE ....................................................................................................................................................119
9.5 Monitoring Components Deployment Checklist .............................................................................................135
10 References ...............................................................................................................................................................136
A Site Survey ...............................................................................................................................................................137
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Audience and Scope
This document covers the steps necessary to deploy Dell EMC Ready Stack for vSphere on PowerEdge
Servers, Unity storage, S-Series switches, and Data Domain with Avamar for data protection. This document
serves as a deployment guide only; any modifications to the configuration and the impact those may have to
the configuration availability are not in scope for this document. For more detailed information regarding the
architecture, refer to the appropriate design guide.
This document may make some assumptions about the ability to perform tasks described in this document by
the individual performing the deployment. This deployment guide assumes that the individual is familiar with
Dell EMC products including the location of buttons, cables and components in the hardware and has
functional knowledge of the items included in the Dell EMC owner’s manuals for the products being used. In
addition the individual performing the deployment is assumed to have worked with VMware products on a
regular basis and understand the components and features of VMware vSphere.
Beyond familiarity with the items described above the deployment personnel are expected to have knowledge
of datacenter infrastructure best practices including best practices in the areas of servers, storage,
networking, data protection and environmental considerations such as power and cooling.
The scope of this document takes no consideration for existing infrastructure components outside of the Dell
EMC Ready Stack. Dell EMC takes no responsibility for any issues that may be caused to existing
infrastructure during the deployment. While it is understood that deviations from the configuration described
may occur to meet unique requirements, no warranty is implied or given as to the functionality of the Dell
EMC Ready Stack when deployed in a modified configuration.
8 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
1 Overview
Dell EMC Ready Stack represents best in class hardware from Dell EMC in combination with VMware
vSphere 6.5. This is a flexible architecture model; offering a choice in the selection of server, storage and
networking components:
The architecture is designed to scale and multiple clusters can be administered and monitored from the single
management cluster.
Dell EMC has gone through an extensive validation process including tests around hardware and software
stability as well as feature functionality and interoperability. This additional level of effort is focused around
ensuring the design, powered by the best in class hardware from Dell EMC, will provide a stable, highly
available platform for your VMware vSphere workloads to run on.
9 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
2 Pre-deployment Requirements
This deployment guide for Dell EMC Ready Stack makes several assumptions around your existing
infrastructure and services available on your network. Before proceeding further ensure that the pre-
deployment requirements are satisfied.
An existing Ethernet infrastructure with which to integrate. Dell EMC Networking S5048-ON switches
support 10/25 GB and 40/100 GB uplinks to the network core switches. Additional components, such
as Dell network cables and transceivers, are needed. Ensure you have all necessary components to
facilitate connecting to your existing network prior to beginning deployment.
Domain Name System (DNS) and Network Time Protocol (NTP) services must be available on the
management network. A DHCP server is recommended but not required.
Sufficient power and cooling to support all components must be present. Please refer to product
documentation to determine accurate power and cooling needs.
iDRAC 3.15.17.15
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Layer Device Version(s)
11 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
3 Physical Layout
This section describes the physical layout of the components in the Dell EMC Ready Stack if installed in a
single rack including cabling for power and network connectivity. Please refer to the specific product
documentation available at dell.com/support for instructions on rack installation of individual components.
Rack Layout
12 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
3.2 Cabling
All Dell EMC Ready Stack components should follow the cabling diagram below in Figure 2. 100 Gb Ethernet
requires QSFP28 cabling and 25 GbE requires SFP28 cabling. Dell EMC Networking Passive Copper Direct
Attach cables are recommended and are available in various lengths, depending on rack layout. Dell EMC
Networking Active Optical cables are also available for longer distances and dense rack configurations.
Connectrix DS6500 switches are pre-populated with the required Fibre Channel optics. Additional 16 GB SFP
Fibre Channel adapters are needed for Dell EMC Unity and PowerEdge servers. LC-LC Optical Multimode
cable is required between PowerEdge and Unity to Connectrix Fibre Channel switches. Cat 5e or Cat 6
Ethernet cabling is required for iDRAC, Connectrix and Unity management. For small configurations, it is
possible to cable 1 GbE devices to TOR using a 1000Base-T SFP Transceiver. This can eliminate the need
for the Dell Networking S3048-ON switch in some cases.
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Cabling Diagram
14 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
4 Configure Networking
This section describes the steps necessary to configure Dell EMC Ready Stack for the Dell EMC Networking
S3048-ON OOB management and S5048-ON TOR switches. The configuration steps detailed are provided
as an example of a working configuration. These steps should be reviewed with the site networking team
before proceeding.
This section will use information from the Network Topology table in Site Survey. You will also need the core
network gateway from the Customer Network Services table. Server port mapping will be used from the
Switch Port Mappings table. See the example survey info below.
NOTE: This is intended only as an example. The full blank survey form can be found in Appendix A, and
should be completed prior to deployment.
Usernames and passwords are at customer discretion. Ensure all information, especially information related
to spanning tree, has been confirmed with the appropriate personnel responsible for the network configuration
across your environment.
S3048 S3048OOB
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Example VLAN Information
VLAN Information
vMotion 120
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Port Mappings
To begin configuring your Dell EMC Networking S5048-ON you will need a laptop with a serial connection and
terminal emulation software such as Putty. Commands that include information specific to your environment
or site survey have that information placed inside <> symbols. Do not enter this as part the command. See
the following example:
When a command to enter differs between the top and bottom switch but the information is not part of the site
survey an indentation will be used to identify the different commands. Use the command with the preceding
hostname for the switch you are configuring. Example:
1. Using the RJ45 to serial cable included with your switch connect one end to your workstation and the
other end to the RS-232 console port of the switch located at the upper right hand side of the switch when
looking at the back portion near the fans and power supplies.
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Serial Port
2. Using terminal emulation software set the appropriate COM port and configure as follows:
Dell> enable
Dell# conf
4. Now configure the hostname, timezone, and set a username/password for EXEC mode:
5. Configure routing to your default gateway, enable SSH, and save the configuration:
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SW2(conf-if-ma-1/1)# ip address 192.168.1.253/24
SW1(conf-if-ma-1/1)# no shutdown
SW1(conf-if-ma-1/1)# exit
2. Enable spanning-tree (ensure the personnel responsible for network management have reviewed the
configuration for spanning-tree as incorrect settings may cause network issues. The values provided are
examples only):
19 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
4. After the VLTi domain has been created on each switch run the following command from enable mode to
ensure the VLTi domain is properly configured:
6. Configure the ports that the servers are connected to on the switch. Based on the example site survey
ports tw 1/1 – tw 1/12 are in use on each switch:
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4.2.4 Configure the Port-Channel
The Dell EMC Networking S3048-ON switch connects to the network through the Dell EMC Networking
S5048-ON switches using a port-channel consisting of one twenty-five gigabit port on each Dell EMC
Networking S5048-ON.
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SW1(conf-if-vl-100)# exit
SW1(conf)# do write
iDRAC ports can be cabled to TOR as desired using using a 1000Base-T SFP Transceivers. In this case,
these switchports would require the same configuration above.
2. Management VLAN:
3. vMotion VLAN
4. Compute VM VLAN:
5. To verify that all settings have been properly recorded, review the configuration from enable mode:
22 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
SW1# show running-config
6. Repeat these steps to configure the second Dell EMC Networking S5048-ON switch in the configuration.
Before you can reach these switches over the network they must be configured to uplink to the datacenter
core network. Many options exist to configure this uplink and your exact configuration will depend on the
switches used for the core network and your overall network topology. For this reason these steps are not
included in this document.
Serial Port
2. Using terminal emulation software set the appropriate COM port and configure as follows:
3. After successful connection, enter configuration mode by first entering the following commands:
Dell> enable
Dell# conf
23 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
4. Configure the hostname and timezone, and set a username/password for EXEC mode:
5. Configure routing to your default gateway, enable SSH and save the configuration:
24 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
S3048-ON. Execute the following procedures to configure the ports for the port-channel, and then create the
port-channel.
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4.4 Networking Configuration Checklist
At this point the following network configurations should be complete:
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5 Deploy SAN Storage
This section describes all procedures you must perform in order to deploy the Unity storage array. It assumes
that all storage equipment has been properly powered and cabled to all of the appropriate networks. For
enclosure cabling guidelines, please refer to the Dell EMC Ready Stack Design Guide or Dell EMC Unity
Hardware Installation Guide.
-
Dynamic: If DHCP is supported on your network, the Unity system automatically obtains a
network address when you power it up.
- Static: Download, install, and run the Connection Utility software. This must be done on a
computer with access to the subnet where you installed your Unity system. You will need the
serial number of the Unity system, the desired IP address, subnet mask, and default
gateway.
2. Connect to Unisphere:
a. Launch your preferred browser and input the IP address from step 1.a above as the destination.
1. Connect your setup computer COM port to the serial port on the switch, using the serial cable shipped
with the switch. The serial connection settings are as follows:
27 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
3. Change the password when prompted.
4. Type ipAddrSet and then press Enter to start the IP configuration dialogue. The following settings are
available in the dialogue:
WWN Alias
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FC Port Mappings
1. From a web browser, start the Brocade Web Tools by entering the switch’s IP address in the address bar.
If Web Tools cannot be accessed from the browser due to Java issues, it can be invoked directly from a
command prompt with the following command:
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c.In the Zone Administration window, navigate to the Zone Config pane, and then click the New
Zone Config button.
d. In the Create New Config dialog box, enter a name for the new configuration and click OK.
3. Create aliases for the storage controller front end FC ports:
a. In the Zone Administration window, navigate to the Alias tab and then click New Alias.
b. The Create New Alias dialog box is displayed.
Alias Pane
c. In the Create New Alias dialog box, enter a name for the new alias (e.g., Unity_SPA_P0) and
click OK.
d. Expand Member Selection List -> Ports & Attached Devices to view the nested elements.
e. Expand the port that contains the WWN needed for the alias being created as shown below.
(Unity front end ports’ WWNs can be found in Unisphere.)
f. Click the port WWN, and then click the right arrow to add the WWN to Alias Members.
g. Repeat steps 3.a through 3.f to create aliases for all storage controller front end ports.
h. Click Action -> Save Config to save the configuration changes.
4. Create aliases for the WWN of the management/compute servers:
a. In the Zone Administration window, navigate to the Alias tab and click New Alias.
b. The Create New Alias dialog box is displayed.
c. In the Create New Alias dialog box, enter a name for the new alias (e.g., MGMT_SVR_P1) and
click OK.
30 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
d. Expand Member Selection List -> Ports & Attached Devices to view the nested elements.
e. Expand the port that contains the WWN needed for the alias being created.
f. Click the port WWN, and then click the right arrow to add the WWN to Alias Members. (Server
HBA WWNs can be found in hardware inventory of iDRAC console)
g. Repeat steps 4.a through 4.f to create aliases for all management/compute server HBAs.
h. Click Action -> Save Config to save the configuration changes.
5. Create Zones:
a. In Web Tools, click Configure -> Zone Admin.
b. In the Zone Administration window, navigate to the Zone tab and click New Zone.
c. In the Create New Zone dialog box, enter a name for the new zone, and click OK.
d. Expand Member Selection List -> Aliases to view the nested elements.
e. In Member Selection List, select all aliases of the Unity storage ports and alias of the server
WWN that will be included in the zone.
f. Click the right arrow to add the aliases to Zone Members.
g. Repeat steps 5.b through 5.f to create zones for all management and compute servers
h. Select Zoning Actions -> Save Config to save the configuration changes.
6. Enable configuration:
a. Select the Zone Config pane.
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Zone Config Pane
b. Expand Member Selection List -> Zones to view the nested elements.
c. Select all of the zones that were created for the management and compute hosts in previous
steps.
d. Click on the right arrow to move the selected zones in Member Selection List to Zone Config
Members.
e. Click Save Config to save the configuration. This process will take a few seconds.
f. Click Enable Config and select the name of the zone config. This process will take a few
seconds
g. Click OK to enable the zone configuration.
4. Log in to Unisphere.
5. Under Access, click Hosts.
6. Click the plus sign (+) in the upper left hand corner of the Hosts pane.
7. Name the server in the Name field, and then click Next.
8. All discovered initiators will be shown in the Automatically Discovered Initiators section of the window.
9. Select the WWNs of the server that is being added to the storage array then click Next.
10. Review the selections and click Finish.
11. Repeat steps 5 to 10 for all management and compute servers that need to be added to the storage
array.
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5.6 Create a LUN
The LUNs created and presented to the management cluster in this procedure will be used as datastores for
VCSA deployment as well as other management VMs. These steps can also be used to create additional
LUNs that are needed for management and compute clusters.
1. Log in to Unisphere.
2. Create Storage Pools as needed. The number and size of the pools will vary depending on the
requirements of each environment and the number of available drive types in the storage array.
3. Click Block on the left hand navigation pane.
4. Click the plus sign (+) in the upper left hand corner of the LUNs pane. The Create LUNs wizard opens as
shown in Figure 11 below.
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VCSA Space Requirements
Resource Requirement
9. If a thin LUN is desired, check the Thin box. If the Thin box is not checked, a thick LUN will be created.
10. Click Next.
11. In the Configure Access pane, click the plus sign (+) in the upper left hand corner of the window.
12. In the Select Host Access window, check the management hosts that require access to the LUN as
shown in Figure 12 below, and then click OK.
34 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
Select Host Access Window
13. In the Access pane, review the host selection and click Next.
14. In the Snapshot pane, check the Enable Automatic Snapshot Creation box if automatic snapshot
creation is desired, and then click Obtain the HBA’s WWNs.
15. In the Replication pane, if replication is being configured for the LUN, check the Enable Replication box
and select the desired settings for replication.
16. Review the selections in the Summary pane, and click Finish.
17. In the Results pane, click Close.
18. If another datastore is required for additional management VMs such as OMIVV, VSI and etc., repeat
steps 4 through 17 to create a datastore of appropriate size that can accommodate all of the
management VMs. In the example given below, a 1 TB LUN should be sufficient.
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Component VMs CPU Cores RAM (GB) OS (GB) NIC
19. Repeat steps 4 through 17 to create additional LUNs as needed and assign them to appropriate hosts.
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6 Deploy Management Cluster
This section will cover the steps necessary to deploy the management cluster including the VMware vCenter
Server Appliance. The following topics are covered:
Installing ESXi
Creating standard virtual switches
Deploying VMware vCenter Server Appliance
Configuring Active Directory authentication (optional)
If you have not configured the IP address of the management host iDRAC this must be completed before
proceeding. The steps to configure the iDRAC network settings can be found at dell.com/support
Ensure that the workstation you are using has access to a copy of the latest Dell EMC customized ISO for
VMware ESX as well as the installation media for VMware vCenter Server Appliance. An SSH client such as
Putty will also be needed.
Downloads Required:
In addition to the information from the site survey, the following is necessary to complete this section:
iDRAC Credentials
iDRAC Enterprise License applied on all nodes
Credentials for vSphere
(Optional) Records for hostnames added to DNS Server
This section will use information from the Management Virtual Machines table in Site Survey, as well as the
Customer Network Services and Network Topology tables. Usernames should be set and recorded at
customer discretion. The following tables include the relevant information from these sections of the example
site survey.
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Management Cluster Site Survey
Host Information
38 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
NTP 192.168.1.3
vMotion 120
6.1.1 Prerequisites
The following is required to complete this section of the deployment guide;
NOTE: Instructions for setting up the Dell iDRAC including configuring the IP address can be found in the
User Guide located here.
39 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
6.1.2 Configure BIOS Settings and Connect to iDRAC
1. Apply the BIOS settings profile optimized for maximum virtualization performance.
a. Connect to the iDRAC IP address of one of the management hosts by using an SSH client (e.g.,
PuTTY).
b. Log in with the appropriate credentials. By default these are user: root password: calvin.
c. At the /admin1-> prompt, type racadm set bios.sysprofilesettings.WorkloadProfile
VtOptimizedProfile, and then press Enter.
d. You must create a job in order for the change to be processed. To create a job, type racadm
jobqueue create BIOS.Setup.1-1 and press Enter.
NOTE: The result achieved in step 1 can be completed through other means (like remote racadm). The
process documented in this guide should generally be the quickest approach for most environments.
2. Using a web browser, navigate to the iDRAC web interface at https://<iDRAC Address>.
3. Log in with the appropriate credentials. By default these are user: root password: calvin.
4. Click the Virtual Console Preview to open the remote console, ensuring that you enable pop-ups support
for each iDRAC in your chosen browser.
40 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
Virtual Console Preview
5. Once connected to the Virtual Console, attach the virtual media by clicking the Virtual Media -> Connect
Virtual Media option.
6. After the Virtual Media is connected, mount the VMware ESXi 6.5 Dell ISO image by clicking Virtual
Media again, and then selecting Map CD/DVD.
Map CD/DVD
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7. Click Browse to specify and select the location of the VMware ESXi 6.5 Dell Customized ISO.
8. Click Open.
IMPORTANT: This location must be available through the installation of the ESXi on all servers.
42 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
3. From the drop down, click Virtual CD/DVD/ISO.
Virtual CD/DVD/ISO
4. Click OK to continue.
a. Ensure that the location of the ISO you have mapped will be available through the full installation
process.
Power On-System
8. After the server posts, the ESXi installer will begin to load.
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6.1.4 Install VMware ESXi
1. In the iDRAC Virtual Console’s Welcome screen, press Enter.
Welcome Screen
4. When prompted for Disk to Install, use the cursor keys to select the desired boot device upon which to
install ESXi.
5. If the disk has been used for ESXi before, use the cursor keys to navigate to Install.
6. Press the Space Bar to perform a fresh install.
7. Press Enter.
44 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
ESXi Found
12. On the confirm install screen, press F11 to install VMware ESXi 6.5.
2. When prompted, click Yes to confirm that you want to close the Virtual Media Session.
45 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
3. Press Enter to reboot the server.
Installation Complete
3. Enter the credentials that you created during setup, and then press Enter.
Authentication Screen
4. After you login successfully from the System Customization screen, choose Configure Management
Network.
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Configure Management Network
5. Ensure your NIC registers as connected by selecting Network Adapters from the menu.
6. Ensure that vmnic0 (and any other NIC ports that are already connected) show the status of Connected
(…).
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NOTE: If it is not connected, check the cabling and status of the port on the switch and correct any issues.
Then, press Esc to return to the previous screen.
8. Choose VLAN (optional) from the menu, and then press Enter.
9. Enter the VLAN ID for the management network (110 in the example site survey), and then press Enter.
Enter VLAN ID
IPv4 Address
DNS information can be found in the Customer Network Services information of the site survey
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Configure DNS
16. If the environment has multiple domains, or subdomains and short names are used, add the suffixes by
selecting Custom DNS Suffixes.
17. Press the Esc key to return to the main menu.
18. Press Y to confirm changes and restart management network.
NOTE: On the next screen you will see a summary of what will be tested. Figure 34 is from a test
deployment.
Do not change your environment to match the figure.
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Test Management Network
6.4.1 Prerequisites
The following is required to complete this section:
Web Browser with Adobe Flash required for the vSphere Web Client.
VLAN Assignments mapped to Virtual Switches
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6.4.2 Configure Management Servers’ Virtual Switches
To configure virtual switches on each of the management servers:
1. Connect to the ESXi host using the HTML5 host web interface (https://<hostname or IP Address>/ui), and
then log in using the host credentials you created during the installation.
2. If this is the first time you have logged in to the vSphere Web Console, please read the information box
and decide if you want to join VMware’s Customer Experience Improvement Program. There is a link for
more information.
3. Once decided, click OK to continue.
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Select Networking
6. Click vSwitch0.
You will see a warning that the virtual switch has no uplink redundancy.
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Add Uplink
11. Return to the Networking home screen by clicking on Networking in the Navigator pane.
12. To complete the network configuration for each host, create port groups for each VLAN, specifying
a. Name
b. VLAN ID
c. Which vSwitch to assign each Port Group
NOTE: It is important that VLAN IDs and Names (spelling & capitalization) match across the 3 management
servers in order to support vMotion and DRS. Also, the Compute VM port group is optional for inclusion in
management host vSwitch configuration.
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NOTE: Leave Security as default.
Port Groups
In this example we have removed the default VM Network, as it will not be used in the example environment.
After all the Port Groups have been created, they should look similar to the example.
16. Right-click on each Port Group, and then left-click Edit settings.
Edit Settings
17. Ensure that the values match the properties in Table 12, Virtual Switch Configuration, for every Port
Group. The example is for the vMotion Port Group.
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vMotion Port Group Settings
1. While still in the networking section of vSphere Web Client, click the VMkernel NICs tab.
2. Click Add VMkernel NIC.
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The Add VMkernel NIC dialog displays.
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VMkernel NICS and Services
1. In the vCenter Web Client, navigate to Hosts and Clusters, and then select the first management host.
2. In the right hand pane, click Storage Adapters.
Storage Adapters
3. Click Rescan.
4. Click Datastores, and then click New datastore.
5. In the New datastore wizard, select Create new VMFS datastore, and then click Next.
6. In the Select device pane, provide a name for the datastore in the Name field.
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New Datastore Wizard
7. Select the LUN that was created for the management cluster in Add Cluster Hosts to the Storage Array,
and then click Next.
8. If the LUN is not visible, verify the zoning configuration on the FC switches as well as the management
host access in Unisphere.
9. In the VMFS version pane, select the desired VMFS version.
10. In the Partition configuration pane, adjust the Datastore Size if desired, and then click Next.
11. In the Ready to complete pane, click Finish.
NOTE: Complete sections 6.1 and 6.2 on all ESXi management hosts before proceeding to section 6.4.
Please note that the management datastore needs to be created only on one of the management hosts.
NOTE: Datastore heartbeat is a function of vSphere HA which, in the event a network issue arises, helps HA
determine whether a host has failed, is in a network partition, or is network isolated. This feature requires a
minimum of two shared datastores per cluster. A default set of datastores is selected by vCenter
automatically. It is best practice to configure at least two shared datastores per cluster.
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6.5.1 Multipathing Optimization
Block storage presented to vSphere hosts from Dell EMC Unity has the native Path Selection Policy (PSP) of
round robin (RR) applied by default. While RR is the recommended PSP to apply to Dell EMC Unity block
storage, the default number of I/Os between switching paths is 1000. By reducing this value, all paths are
more efficiently utilized.
1. The CLI command to make this change for all Dell EMC Unity LUNs on each vSphere host is:
Where XXXX = the first four digits of the Dell EMC Unity disk (or endpoint) devices found using:
2. Additionally, a claim rule can be created to automatically set this value on future LUNs mapped to the
host by executing the following command in the CLI:
6.6.1 Prerequisites
Requirements include:
vCenter Server Appliance ISO downloaded in a location that will be available through the installation
process.
IP address for vCenter Server Appliance
Hostname and record created on DNS server, if required.
vCenter datastore LUN created in section 5.6
To deploy the vCenter Virtual Appliance:
1. Open the VCSA installation ISO. In this example we are using a Windows workstation.
a. Depending on your workstation operating system you may need to use an external utility to mount
the ISO.
2. From the root of the ISO image, navigate to the \vcsa-ui-installer\win32\ directory.
3. Double-click the installer.exe application.
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4. On the Main Menu of the installer utility, click Install.
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Deployment Size
14. Select the management datastore that was created in section 6.5, and click Next.
Selected Datastore
15. Fill in the appropriate details on the configure network settings page, and then click Next.
16. Verify all the information displayed is correct and then click Finish.
When the VCSA installation completes you will see a message stating “You have successfully deployed the
vCenter Server with an Embedded Platform Services Controller.”
Deployment Complete
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17. Click Continue to proceed to the second stage of the deployment, Appliance Setup.
NTP Information
3. Enter the SSO information requested, including SSO domain name and site name, and then click Next.
SSO Information
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Warning Dialog
1. Log in to Unisphere.
2. Navigate to Access, and click VMware.
3. Click the plus sign (+) in the upper left hand corner of the right pane, to invoke the Add vCenter wizard.
4. In the Network Name or Address field, enter the IP address of the vCenter server. If DNS has been
configured in the environment, the hostname of the vCenter server can be used as well.
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5. Enter the administrator credentials for the vCenter server into the User Name and Password fields, and
then click Find.
6. Select the ESXi hosts to be imported to Unisphere, and then click Next.
7. On the Configure VASA Provider page:
a. Select the Register VASA Provider checkbox.
b. Enter the vCenter credentials in the User Name and Password fields.
c. Click Next.
8. In the Summary page:
a. Review the information provided.
b. Click Finish.
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VCSA Node Selection
6. Click Join, and enter the requested information for your domain.
7. When done, click OK.
8. Under the context menu, right click the VCSA, and then click Reboot.
1. Open a web browser and navigate to the vSphere Web Client at https://<VCSA FQDN or IP>/vsphere-
client.
2. Login as the SSO administrator (example: [email protected])
3. Click Administration -> Single Sign-On -> Configuration.
4. Click on the Identity Sources tab.
5. Click the green plus sign (+) to add an identity source.
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4
Identity Sources
6. On the Identity Source Type screen, select Active Directory (Integrated Windows Authentication).
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4. Click -> System -> Security Profile.
Services
On the Edit Security Profile screen, select SSH then click Stop.
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7. Change the Startup Policy to Start and stop manually.
8. Click OK.
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7 Configure the Management Cluster
This section will cover the steps necessary to complete setting up the management cluster. The following
topics will be covered:
NOTE: This chapter uses the information from the Management Cluster section of the site survey.
1. Open a web browser and navigate to the vSphere Web Client, at https://<VCSA FQDN or IP>/vsphere-
client.
2. Log in with an account that has administrator privileges.
3. On the Home screen, navigate to Hosts and Clusters.
On the left hand Navigator menu, right-click the top level VCSA object, and then click New Datacenter.
4. Enter the name for the datacenter, and then click OK.
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5. Right-click on the new virtual datacenter object that appeared in the Navigator menu, and then click
New Cluster.
New Cluster
NOTE: Datastore heartbeat is a function of vSphere HA (which, in the event a network issue arises, helps
HA determine whether a host has failed), is in a network partition, or is network isolated. This feature
requires a minimum of two shared datastores per cluster. A default set of datastores is selected by vCenter
automatically. To change heartbeat settings within the vSphere Web Client, go to Hosts and Clusters ->
Cluster_Name -> Configure -> vSphere Availability -> Edit -> Heartbeat Datastores.
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7.2 Add ESXi Hosts to Cluster
The next step is to add the three management hosts to the newly created management cluster.
NOTE: Perform these steps on the management server that is running the VCSA first, and then repeat for
the remaining hosts.
1. Open a web browser and navigate to the vSphere Web Client at https://<VCSA FQDN or IP>/vsphere-
client.
2. Log in with an account that has administrator privileges.
3. On the Home screen, navigate to Hosts and Clusters.
4. Right-click the management cluster object, and then select Add host.
5. Enter the appropriate DNS name or IP address for the first management host.
6. Complete the remainder of the Add Host wizard by entering the username root and the ESXi host
password.
7. Wait for the first host to finish adding and configuring HA before adding the remaining hosts.
8. Repeat this procedure for the remaining hosts.
NOTE: You may receive any or all of the cluster-level alerts inside vCenter. These alarms and alerts can be
‘Reset to Green’ during the setup process. A health check will be conducted at the end of the setup.
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vCenter Cluster-level Alerts
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8 Deploy Compute Cluster
This section will cover the steps necessary to deploy the compute server infrastructure.
8.1 Prerequisites
The following is required to complete this section of the deployment guide;
NOTE: Instructions for setting up the Dell iDRAC including configuring the IP address can be found in the
User Guide located here.
NOTE: This guide describes the steps to perform the installation remotely.
d. You must create a job in order for the change to be processed. To create a job, type racadm
jobqueue create BIOS.Setup.1-1 and press Enter.
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e. Reboot the compute host.
f. Repeat 1.a through 1.e for all remaining compute hosts.
NOTE: The result achieved in step 1 can be completed through other means (like remote racadm). The
process documented in this guide should generally be the quickest approach for most environments.
2. Using a web browser navigate to the iDRAC web interface at https://<iDRAC Address>.
3. Log in with the appropriate credentials. By default they are:
- User: root
- Password: calvin
4. Next to the Virtual Console Preview, click Launch to open the remote console, ensuring that you enable
pop-ups support in your chosen browser for each iDRAC.
5. Once connected to the Virtual Console, attach the virtual media by:
a. Navigating to the Virtual Media menu
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6. Clicking Connect Virtual Media
7. After the Virtual Media is connected, mount the VMware ESXi 6.5 Dell ISO image by Clicking Virtual
Media again.
8. Select “Map CD/DVD”.
Map CD/DVD
9. Click Browse to specify the location of the VMware ESXi 6.5 Dell Customized ISO.
10. Once you have selected the Dell Customized ISO, click Open.
IMPORTANT: This location must be available through the ESXi install on all servers.
Select ISO
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You will be returned to Virtual Media – Map CD/DVD screen.
13. Click OK to continue, and to ensure that the location of the ISO you have mapped will be available
throughout the full installation process.
Power Dialog
2. After the server posts, the ESXi installer will begin to load.
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8.2.3 Install VMware ESXi
1. On the iDRAC Virtual Console’s, Welcome screen, press Enter.
Welcome Dialog
2. After reviewing the terms of the license agreement, and if you agree, press F11 to continue.
EULA
3. When prompted for Disk to Install, use the cursor keys to select the desired boot device upon which to
install ESXi.
4. If the disk has been used for ESXi before:
a. Use the cursor keys to navigate to Install.
b. Press the Space Bar to perform a fresh install.
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c. Press Enter.
Install ESXi
5. Choose the appropriate keyboard layout for your environment. In this example we will keep the default
option.
a. Press Enter to continue.
6. Enter the password you would like to use for the root account.
a. Confirm the password.
b. Press Enter.
7. On the confirm install screen, press F11 to install VMware ESXi 6.5.
8. When the installation completes:
a. From the Virtual Console meu bar, select Virtual Media -> Disconnect Virtual Media.
b. When prompted, click Yes to confirm you want to close the Virtual Media Session.
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9. Press Enter to reboot the server
Installation Complete
DCUI Login
2. Enter the credentials that you created during setup and press Enter.
Authentication Credentials
3. After you log in successfully from the System Customization screen, choose Configure Management
Network.
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Configure Management Network
Network Adapters
b. Ensure that vmnic0 (and any other NIC ports that are already connected) show a status of
“Connected (…)”.
NOTE: If it is not connected, check the cabling and status of the port on the switch and correct any issues.
Press Esc to return to the previous screen.
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5. Choose VLAN (optional) from the menu, press Enter. Enter the VLAN ID for the management network
(110 in the example site survey) and press Enter.
IPV4 Configuration
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11. Type the DNS server’s IP address and the host’s fully qualified domain name (FQDN). DNS
information can be found in the Customer Network Services information of the site survey.
DNS Configuration
12. If the environment has multiple domains, or subdomains and short names are used, add the Custom
DNS Suffixes.
13. Press Esc to return to the main menu.
14. Press Y to confirm changes and restart the management network.
NOTE: On the next screen you will see a summary of what will be tested. Figure 93 is from a test
deployment. Do not change your environment to match the figure.
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Test Management Network
2. Once the test has completed, assuming the records are setup on your DNS servers, you will see results
similar to the following.
NOTE: Perform these steps on each of the servers that will be part of the compute cluster.
1. Open a web browser and navigate to the vSphere Web Client at https://<VCSA FQDN or IP>/vsphere-
client.
2. Log in with an account that has administrator privileges.
3. On the home screen, navigate to Hosts and Clusters.
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4. Right-click the datacenter object, and then select Add host.
Add Host
5. Enter the appropriate DNS name or IP for the first compute host.
6. Complete the remainder of the add host wizard.
1. Open a web browser and navigate to the vSphere Web Client at https://<VCSA FQDN or IP>/vsphere-
client.
2. Log in with an account that has administrator privileges.
3. On the home screen click Networking.
4. Right-click the datacenter object, and then select Distributed Switch -> New Distributed Switch.
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5. Enter a Name for your vDS, and then click Next.
6. Ensure that Distributed switch: 6.5.0 is selected, and then click Next.
Select Version
Edit Settings
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11. Right-click the vDS and select “Edit Settings” under the “Settings” menu.
Select vDS
12. Under Advanced, set the MTU to 9000, and then click OK.
Advanced Settings
1. Right-click the vDS, and select Distributed Port Group -> New Distributed Port Group.
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2. Enter a Name for the port group (example: MgmtVL110), and then click Next.
3. For tagged VLANs choose VLAN from the drop-down next to the VLAN type field.
4. Enter the appropriate VLAN ID.
5. Select the Customize default policies configuration checkbox, and then click Next.
6. Review the security policies and traffic shaping options; click Next on each to proceed.
7. Set the Load balancing drop-down option to Route based on originating virtual port.
8. Ensure Uplink 1 and Uplink 2 are both active.
9. Click Next.
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Teaming and Failover
Ready to Complete
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8.5 Configure Host Networking
Configuring host networking consists of the following procedures:
Joining the compute cluster hosts to the virtual distributed switch (vDS)
Migrating the existing networking
Configuring new VMkernel ports for vMotion
Select Task
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7. Ensure that “Manage Physical Adapters” and “Manage VMkernel Adapters” are selected, and then
click “Next”
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Select Target Device
17. On the Port Group Properties screen, check the vMotion Traffic checkbox, and then click Next.
18. Select Use Static IPv4 settings, and then enter the appropriate information into the text boxes:
a. IPv4 address
b. Subnet mask
c. Default gateway
d. DNS server addresses
19. Click Next, and then click Finish.
IPV4 Settings
20. Select the new vmkernel adapter, and then click Edit adapter.
21. Click NIC Settings on the left, change the MTU value to 9000, and then click OK.
NIC Settings
22. Repeat steps 8–21 for each host being added to the vDS
23. Click Next.
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Ensure that all hosts return No impact.
Analyze Impact
1. Right-click the vDS for management traffic, and then click Add and Manage Hosts.
2. Select Manage Host Networking, and then click Next.
Select Task
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6. Ensure that only Manage physical adapters is selected, and then click Next.
7. Select vmnic0 on the top half of the wizard, and then click Assign Uplink.
Assign Uplink
8. In the middle of the wizard, click Apply to all, and then click Next.
Assign to All
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Ensure that all hosts return No Impact.
Analyze Impact
NOTE: Datastore heartbeat is a function of vSphere HA which, in the event a network issue arises, helps HA
determine whether a host has failed, is in a network partition, or is network isolated. This feature requires a
minimum of two shared datastores per cluster. A default set of datastores is selected by vCenter
automatically. To change heartbeat settings within the vSphere Web Client, go to Hosts and Clusters >
Cluster_Name > Configure > vSphere Availability > Edit > Heartbeat Datastores.
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8.6.2 Move Hosts to the Cluster
After the cluster has been created the compute hosts are moved into the cluster by performing the following
steps:
1. On the left pane displaying the host and cluster objects, select the first compute host.
2. Left-click the host, and hold the mouse button down.
3. Drag the host over the cluster object, and release the mouse.
4. After HA configuration completes for the first host, repeat step 3 for the remaining hosts.
1. The CLI command to make this change for all Dell EMC Unity LUNs on each vSphere host is:
Where XXXX = the first four digits of the Dell EMC Unity disk (or endpoint) devices found using:
2. Additionally, a claim rule can be created to automatically set this value on future LUNs mapped to the
host by executing the following command in the CLI:
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9 Deploy Software Components
The Dell EMC Ready Stack includes OpenManage Integration for VMware vCenter, Dell EMC Virtual Storage
Integrator, Avamar Virtual Edition, and Data Domain Virtual Edition in order to integrate the management of
the Dell EMC hardware components into VMware vSphere. This section will describe the steps necessary to
deploy these software applications. Additional steps are provided as examples for configuring the
applications; however, Dell EMC recommends that you consult individual product documentation for a
detailed set of instructions and to review advanced configuration options.
9.1.1 Prerequisites
Ensure your licenses are downloaded and ready to go. The license file format is XML.
You must have adequate system resources available for the OMIVV appliance VM, based on the number of
managed nodes. See Table 14 below.
Small Up to 250 2 8 44 GB
Medium Up to 500 4 16 44 GB
Large Up to 1000 8 32 44 GB
Ensure that:
You use reservations (see vSphere documentation) to ensure that necessary memory resources are
available to the OMIVV appliance VM
The OMIVV appliance should have network access to iDRACs, hosts, and vCenter.
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9.1.2 Deploy OpenManage Integration
Execute the following procedures to deploy OpenManage Integration to your data center environment.
1. Locate the OMIVV virtual disk that you downloaded and extracted.
2. Run Dell_OpenManage_Integration.exe from a Windows client (Win7 SP1 or later) or a Windows
server (2008 R2 or later).
3. Accept the EULA, and save the .OVF file.
4. Select a host from the VMware vSphere Web Client, and then in the main menu click Actions > Deploy
OVF Template (or right-click Host and select Deploy OVF Template).
5. From the Deploy OVF Template wizard, click Browse.
6. Select the local files with filenames which start with OpenManage_Integration.
NOTE: For a quick installation, Dell EMC recommends that you host the files on a local drive.
7. In the Name field, enter the name of the VM which will be created (up to 80 characters).
8. In the Select a folder or datacenter list, select a location for deploying the template. Click Next.
9. Select the management cluster, and then click Next.
NOTE: Thick Provision (Lazy Zeroed) offers the best balance of performance and deployment time.
12. In the VM Storage Policy drop-down list, select a policy, and then click Next.
13. In the Setup Networks window, click Next.
NOTE: Dell EMC recommends that the OMIVV appliance and the vCenter server are located in the same
network.
14. In the Ready to Complete window, review the selected options for the OVF deployment and click Finish.
The deployment job runs and provides a completion status window where you can track the job progress.
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9.1.2.3 Perform Initial OMIVV VM Configuration
To perform the initial configuration of the OMIVV VM:
NOTE: If you selected Power on after Deployment during step 2 above, the VM is powered on
automatically.
Configuration UI
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7. In the Date and Time tab, select Synchronize date and time over the network.
8. Add valid NTP server details (ideally use same NTP servers to which your vCenter is synchronized).
Click Time Zone and select the applicable time zone, and click OK.
9. To configure a static IP to the OMIVV appliance, click Network Configuration, or skip to step 10.
IMPORTANT: After host name and NTP are changed, ensure that the OMIVV VM is rebooted.
11. Open your preferred web browser and connect to https://<OMIVV Appliance IP or Hostname>, making
sure to substitute the IP address or hostname of the appliance VM in the URL.
12. When prompted, enter the password you selected in step 5 above. See Figure 121 below.
Login Screen
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Administration Console
NOTE: Dell EMC recommends that you use a Fully Qualified Domain Name (FQDN). If so, ensure that the
host name of the vCenter is properly resolvable by the DNS server.
4. In the vCenter User Account -> vCenter User Name text box, enter the Admin user name or the user
name with necessary privileges.
a. Enter the username as domain\user or domain/user or user@domain. OMIVV uses the Admin
user account, or the user with necessary privileges, for vCenter administration.
5. In Password, enter the password.
6. In Verify Password, enter the password again.
7. Click Register.
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9.1.2.5 Upload the License File
To upload the license file:
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2. The first time you click the OpenManage Integration icon, the Initial Configuration Wizard is displayed
automatically.
NOTE: In the future, the wizard can also be accessed by navigating to OpenManage Integration > Getting
Started, and then clicking Start Initial Configuration Wizard.
3. In the Welcome dialog box, review the steps, and then click Next.
4. Select the vCenter from the drop-down list.
5. Click Next.
If you wish to use Active Directory credentials with a connection profile, ensure that the user’s
account exists in Active Directory.
The iDRAC and host should be configured for Active Directory based authentication.
NOTE: You cannot create a connection profile if the number of added hosts exceeds the license limit for
creating a connection profile.
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9.1.3.3 To Use Active Directory
NOTE: If you wish to use Active Directory, perform the following stamps. Otherwise, proceed directly to To
Not Use Active Directory below.
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4. To complete the creation of profile, click Next.
1. From the Inventory Schedule dialog box, select Enable Inventory Data Retrieval.
2. Select the check box next to each day of the week that you want to run the inventory.
3. In Data Retrieval Time, enter the time in HH:MM format.
1. In the Warranty Schedule dialog box, select Enable Warranty Data Retrieval.
2. Select the check box next to each day of the week that you want to run the warranty.
3. Enter the time in HH:MM format.
IMPORTANT: Dell EMC hosts which have alarms enabled respond to some specific critical events by
entering in to maintenance mode.
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Enabling Dell EMC Alarm Warning Dialog
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vSphere Host Compliance
4. If there are no hosts listed and the screen is greyed-out, move on to section 10.1.3.11.
5. Click the Fix non-compliant vSphere Hosts button.
6. Review the text. Click Next.
7. Place a check next to any listed hosts.
8. Click Finish.
9. Allow OMIVV to process the necessary changes to all hosts.
10. When complete, refresh the screen to confirm there are no longer any non-compliant hosts.
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2. Navigate to the Firmware Update Repository -> Appliance Settings -> Manage > Settings tab.
3. Click the Edit (pencil) icon.
4. In the Firmware Update Repository dialog box, select one of the following:
Dell Online — OpenManage Integration for VMware vCenter downloads selected firmware updates
from the Dell repository (ftp.dell.com), and updates the managed hosts
NOTE: If you are using CIFS share, the repository passwords cannot exceed 31 characters, and the special
characters [@], [%], and [,] are not allowed. Also, SMB v1.0 is recommended for optimum compatibility.
5. If you select Shared Network Folder, enter the Catalog File Location by using the following format:
It may take up to 60 to 90 minutes to read the catalog from the source and update the OMIVV database.
This site is using the VMware Client integration Plug-In. Do you want to allow
it to access your operating system?
5. Click Allow.
107 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
The Deploy OVF Template wizard appears.
6. In Select source, enter the location of the Solutions Integration Service OVA file, and then click
Next.
7. On the Review details screen, verify that the information is correct, and then click Next.
8. Accept the End User License Agreement (EULA), and then click Next.
9. In Select name and folder, enter a name for the destination folder (or accept the default).
10. Select the folder or datacenter location where you want to save the Solutions Integration Service OVA
file, and then click Next.
11. For Select a resource, select the compute resource, and then click Next.
12. For Select storage, select the desired disk format and datastore, and then click Next.
13. For Setup network, use the values in Item 6 to:
a. Select a network.
b. Select the IP address format IPV4 for the Solutions Integration Service.
14. For Customize Template properties:
a. Enter the IP address, default gateway, netmask and DNS server IP address, if any.
b. Click Next.
15. In the Ready to Complete dialog, verify the details, and then click Finish.
16. Right-click the name of the virtual machine with the newly deployed EMC Solutions Integration Service,
and then select Power On.
17. Wait for the deployment to finish, and for the Solutions Integration Service to be operational.
18. Verify the REST web service as follows:
a. Open a web browser, and navigate to https://<Solutions_Integration_Service_IP
Address>:8443/vsi_usm/ (example: https://192.168.0.3:8443/vsi_usm/)
b. Accept all certificates, or add them to exceptions.
19. Change the root password:
a. Log into the vSphere console with the default username root and password root.
b. The operating system will prompt for a password change.
c. Set a new, secure password for the root user.
20. Enable SSH on the machine:
a. Log into the vSphere.
b. Execute the following commands:
1. Open a web browser and navigate to the Solutions Integration Service Administrator web page,
logging in with the Solutions Integration Service credentials, at
https://<Solutions_Integration_Service_IP_Address>:8443/ vsi_usm/admin.
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For example, https://192.168.0.3:8443/vsi_usm/admin.
VSI Administration
vCenter IP/Hostname - The IP address that contains the VSI plug-in package.
vCenter Username - The username that has administrative privileges.
vCenter Password - The administrator’s password.
Admin Email (Optional) - The email address to which notifications should be sent.
4. Click Register.
5. Browse to the vSphere Web Client address.
6. In the vSphere Web Client window, select vCenter in the navigation pane to verify that EMC VSI is listed.
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vSphere Web Client with EMC VSI
110 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
Data Protection Topology
NOTE: Data Domain is also available as a physical appliance, although that is outside the scope of this
guide. Both physical and virtual Data Domain appliances run the Data Domain Operating System (DD OS).
Both provide the DD OS command line interface (CLI) and the Data Domain System Manager graphical user
interface (GUI) for performing all system operations.
9.3.1 Prerequisites
This section describes Dell EMC Ready Stack hardware requirements for DD VE.
vCPU Cores 2 2 2 4 4 4 8 8
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Memory (GB) 6 6 8 16 24 36 48 64
IMPORTANT: Do not reduce system memory after you have created the file system in DD OS. This makes
the file system unusable. Use reservations (see vSphere documentation) to ensure that necessary memory
resources are available to the appliance VM.
IMPORTANT: Backend storage for DD VE should already be provisioned and ready. Best practice dictates
that backups be stored on separate storage from production VMs/data (i.e., not stored on the Unity array
deployed earlier in this guide). Such secondary storage is not part of the scope of this guide.
112 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
The OVF Template Wizard opens.
NOTE: For a quick installation, Dell EMC recommends that you host the OVA on a local drive.
4. In the Name field, enter the name of the VM which will be created (up to 80 characters).
5. In the Select a folder or datacenter list:
a. Select a location for deploying the template.
b. Click Next.
6. Select the management cluster, and then click Next.
7. Click Next.
8. Accept the license agreement and then click vSphere Web Client.
9. Select the appropriate configuration.
Default is 4 TB capacity, which requires 2x vCPU cores and 6 GB memory. See below.
113 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
13. Select desired datastore destination, and then click Next.
14. In the Setup Networks window:
a. Select network settings.
b. Click Next.
15. In the Ready to Complete window:
a. Review the selected options for the OVF deployment.
b. Click Finish.
The deployment job runs and provides a completion status window, where you can track the job progress.
NOTE: If you selected Power on after Deployment during deployment, the VM is powered on
automatically.
NOTE: Although the built-in default options during deployment assume the user is utilizing DHCP, this guide
follows a validated process for manual IP address deployment for maximum compatibility. If using DHCP, a
few steps will differ. Those steps will be noted.
114 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
9.3.3.2 Configure the Network
1. When prompted if you want to configure the network:
a. Type yes
b. Press Enter (unless using DHCP)
2. When prompted if DHCP is to be used:
a. Type no
b. Press Enter (unless using DHCP)
3. When prompted for the hostname to be used for the DD VE appliance:
a. Enter the fully qualified domain name (FQDN)
b. Press Enter
4. Provide the DNS domain name when requested, and then press Enter.
5. When prompted if Ethernet port ethV0 is to be enabled:
a. Type yes
b. Press Enter
6. When prompted if DHCP is to be used on ethV0:
a. Type no
b. Press Enter (unless using DHCP)
7. If prompted for IP address:
a. Enter the desired static IP address
b. Press Enter (not applicable if using DHCP)
8. Enter the netmask if prompted, and then press Enter (not applicable if using DHCP).
9. Follow the same procedure for the prompts relating to Ethernet port ethV1.
10. When prompted, enter the default gateway address, and then press Enter.
11. When prompted, enter the IPV6 default gateway address (or leave blank), and then press Enter.
12. When prompted, enter the IP addresses of the DNS servers (up to 3), and then press Enter.
13. When prompted whether or not you want to save the configuration:
a. Type save
b. Press Enter
14. When prompted whether or not to Configure eLicenses:
a. Type no
b. Press Enter
15. When prompted whether or not to Configure System:
a. Type no
b. Press Enter
1. From the vSphere web client, locate and select the Data Domain Virtual Edition (DD VE) VM.
2. Right-click on the VM, and then select Edit Settings.
3. At the bottom of the Settings window, open the New Device drop-down list.
4. Choose New Hard Disk from the list, and then click Add.
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A new virtual hard disk appears in the list of devices assigned to the VM.
1. From the vSphere web client, locate and select the Data Domain Virtual Edition (DD VE) VM.
2. Access the VM console by clicking the Console tab.
3. Login as sysadmin, with the password selected in Begin Setup.
4. Verify the newly-added disk:
a. Run the storage show all command
b. Verify the newly added disk is shown (in unknown state). Make note of the device number as it is
needed in the next step.
c. Run the storage add dev<number> command, where <number> is the device number from
step 4.b.
5. Click OK.
6. If additional disks were added in Add Virtual Disks, repeat the steps in Enable the Virtual Disks as
needed.
116 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
1. Open a web browser and navigate to the DDSM GUI at https://< DD_VE_VM_IP
Address_or_Hostname>.
2. Login as sysadmin, with the password selected in Begin Setup.
3. Browse for the .XML format license file you received with your purchase.
4. Click Apply.
NOTE: Future license management tasks can be performed in the Administration sub-menu.
5. From the DDSM GUI home screen, navigate to Maintenance -> Configure System to launch the initial
setup wizard.
NOTE: Configuration tasks can be completed elsewhere via GUI or CLI, but this guide leverages the GUI
configuration wizard for ease of deployment.
b. Click Next.
c. Run the storage assessment if desired, or click Skip.
d. Check Enable file system after creation, and then click Submit.
e. When complete, click OK.
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8. At the Configure System Settings prompt, click Yes.
a. There is no need to change the sysadmin password again, so leave the password fields blank.
b. Enter the administrator’s email address in the Admin Email field.
c. Clear the checkboxes of any unwanted notifications, and then click Next.
d. Provide the mail server and physical location information, and then click Next.
e. Review the summary details, and then click Submit.
9. At the Configure DD Boost prompt, click No. The Avamar deployment will configure its own DD Boost
storage unit automatically.
10. At the Configure CIFS prompt, click No.
11. At the Configure NFS prompt, click No.
This concludes the setup wizard, as well as the necessary configuration tasks for Data Domain within the
scope of this guide. After deployment, you should become familiar with the other settings available in the
management GUI. Also, more extensive documentation specific to Data Domain can be found at
https://support.emc.com.
Avamar Business Edition – EMC Avamar Business Edition provides a conveniently-sized, turnkey, affordable,
deduplicated backup solution. Designed for midmarket companies, it features simplified management, making
it ideal for organizations with limited IT resources.
Avamar Virtual Edition – Avamar deduplication backup software and virtual appliance deployed in vSphere or
Hyper-V and Azure.
9.4.2 Integration
Integration with Data Domain deduplication storage systems – take advantage of Data Domain's performance
and scale for all backup workloads. The scope of this guide includes:
EMC® Avamar® Virtual Edition (AVE) is a single-node Avamar server that runs as a virtual machine
in a VMware® ESXi. AVE integrates the latest version of Avamar software with SUSE Linux as a
VMware virtual machine. AVE is the backup solution deployed in this guide, with Data Domain (Virtual
Edition in this guide) as the storage target and leveraging the powerful integration of the two products.
For virtual clients, there are two options for backups with AVE.
118 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
- Through guest OS backups (requires installing Avamar client software on each virtual machine)
- Through host-based backups (requires a proxy server)
This document describes setting up the latter: host-based backups for virtual clients. As mentioned above,
Data Domain provides the backend storage for housing the Avamar backups. See the conceptual taxonomy
layout in Figure 129.
9.4.3 Prerequisites
Adequate system resources must be available for the Avamar VM, which is based on backup storage
capacity. See Table 16 below.
Memory 6 GB 8 GB 16 GB 36 GB
Deploying the OVF – See Deploy the OVA File, and Disable MCS Certificate Authentication
Software installation – See Install Software
To deploy the OVA file:
119 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
NOTE: For a quick installation, Dell EMC recommends that you host the OVA on a local drive.
b. Click Next.
3. In the Name field, enter the name of the VM which will be created (up to 80 characters).
4. In the Select a folder or datacenter list:
a. Select a location for deploying the template.
b. Click Next.
5. Select the management cluster, and then click Next to display the Review Details window.
6. Click Next.
7. Accept the license agreement, and then click Next.
8. In the Select Virtual Disk Format drop-down list, select Thick Provision (Lazy Zeroed) for the best
balance of performance and deployment time.
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Customize Template Screen
NOTE: Network settings can also be configured later after OVF deployment by running avnetconfig script
from VM console command line.
The deployment job runs, and provides a completion status window where you can track the job progress.
NOTE: If you selected Power on after Deployment during Deploy the OVA File, the VM is powered on
automatically.
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NOTE: If you do not want to add vCenter authentication certificates to the Avamar MCS keystore, you must
disable certificate authentication for all vCenter-to-Avamar MCS communications by running the following
commands at the Avamar console command line. Otherwise, the Avamar software installation will fail.
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Avamar Package List Screen
5. Optional: Click the ? button next to the AVE installation package, ave-config, to open the help file for the
AVE installation workflow.
6. Click Install next to the AVE installation package, ave-config.
Required fields are displayed in red/orange with exclamation marks next to them.
All required fields must be completed before proceeding.
You can save your place at any time using the Save button.
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Installation Setup Screen
1. Fill out the required fields in the ConnectEMC tab (see Figure 135 above):
a. Email sender address
b. Email server hostname or IP address
c. Site name
2. Click the License Upload tab.
a. Check the box next to Show advanced settings in the lower-left area.
b. Browse for and upload Avamar-related license files.
3. Click the Passwords tab.
a. Enter and re-enter the desired password for each item.
b. If you want a single password for everything, check the box next to Use common password.
NOTE: Avamar password complexity rules can be viewed by hovering over the Description field next to a
password. The rules require at least one of the following “.”, “-“, or “_” characters (without the quotes).
NOTE: This solution supports encryption. Configuring encryption is outside the scope of this guide.
124 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
a. Check the box next to Add Data Domain.
7. In the Data Domain Address field, enter one of the following options for the Data Domain Virtual Edition
VM deployed earlier in this guide:
a. IP address
b. DNS-resolvable FQDN
8. In the Data Domain Administrator Name field, enter sysadmin.
9. In the Data Domain Administrator Password field, enter the DD VE sysadmin password.
10. Check the box next to DDBoost create new login account.
NOTE: If you are not closely following this guide and already created a DDBoost user in advance, you can
use it here but it must be configured with admin access. This is required by Avamar.
11. In the DDBoost Login Name field, enter the desired user name (for example BoostUser).
This will be a new account created for you in Data Domain for managing the DDBoost integration between
Avamar and DD VE.
12. In the DDBoost Login Password field, enter the desired password for the new DDBoost account.
a. Hover over Description to view complexity rules.
13. In the DDBoost Login Password(Confirm) field, re-enter the password.
14. In the SNMP Community String field, enter the desired value.
15. Click Continue.
16. Monitor the installation progress on the Installation Progress page.
17. Wait until the installation is complete.
NOTE: If the installation fails on Attaching Data Domain to Avamar, confirm that Disable MCS Certificate
Authentication was observed. Also ensure that steps 10 through 13 in Complete AVE Installation were
completed.
1. Open a web browser and navigate to the Avamar Administrator (MC) GUI at https://<Avamar_VM_IP_or_
Hostname>/mc-portal/mcgui.
NOTE: This is a Java app, so Java must be installed and enabled on your client. Also, ensure that the AVE
hostname is added to DNS.
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Avamar Administrator
4. Add the vCenter server to Avamar for visibility and access to the VMs requiring backups:
a. In Avamar Administrator, click Administration.
b. Click the Account Management tab.
c. In the tree view, select the Top-level (root) domain -> Actions -> Account Management ->
New Client(s).
d. In the Client Type list, select VMware vCenter.
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New Client Pane
e. Type the vCenter fully qualified DNS name or IP address in the New Client Name or IP field.
f. Type the vCenter web services listener data port number in the Port field. 443 is the default
setting.
g. Type the vCenter user account name in the User Name field.
h. Type the vCenter user account password in the Password field.
i. Type the vCenter user account password again in the Verify Password field.
j. Click OK.
5. Agentless image-based (as opposed to file-based) backups in AVE require one or more Avamar proxy
VMs. AVE will analyze the environment and make a recommendation:
a. In Avamar Administrator, select VMware -> Proxy Deployment Manager.
b. Choose a vCenter.
c. Set the Data change rate. The default data change rate of 12% (.12) is a conservative setting
that is known to work with most customer sites.
d. Set the Backup window (in minutes).
e. To include virtual machines using direct attached storage in this recommendation, select Protect
VM's on local storage.
f. Click Create Recommendation.
The tree pane shows the proposed deployment topology. Proposed new proxies appear under each ESX host
with the name New proxy.
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Tree Pane
g. In the tree pane, select a New proxy, and then click Edit.
h. Type the proxy name in the Name field.
i. Select an Avamar Server Domain where this proxy will reside.
j. Type the IP address into the IP field.
k. Select a datastore from the Datastore list.
l. Select a virtual network from the Network list.
m. Type the fully qualified DNS server name or IP address into the DNS String field.
n. Type the network gateway IP address into the Gateway field.
o. Type the network mask into the Netmask field.
p. Click Save.
q. When the proposed deployment topology is satisfactory, click Apply.
NOTE: Alternatively, you can add folders or resource pools of VMs. These are known in AVE as
containers. This guide will cover clients only, not containers.
6. Add the VMs you want to backup. These are known in AVE as clients:
128 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
a. In Avamar Administrator, click Administration.
b. Click the Account Management tab.
c. In the upper tree, select a vCenter domain or subdomain.
d. Select Actions -> Account Management -> New Client(s).
The VMs & Templates tab is equivalent to the vSphere Virtual Machines and Template view.
The Hosts & Clusters tab is equivalent to the vSphere Hosts and Clusters view.
e. In the tree, select a folder that contains a VMware entity.
i. To view all entities within the selected folder, select Show sub-entities.
f. In the right properties pane, select a virtual machine or vApp to protect with Avamar backups.
g. To enable changed block tracking, select Enable changed block tracking, and then click OK.
NOTE: If changed block tracking is not enabled, each virtual machine image must be fully processed for
each backup, which might result in unacceptably long backup windows, or excessive back-end storage
read/write activity. Enabling changed block tracking will not take effect until any of the following actions
occur on the virtual machine: reboot, power on, resume after suspend, or migrate.
129 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
b. Click the Policy Management tab, and then click the Clients tab.
c. Double-click a virtual machine (or select a VM, and then click Edit).
d. Click the Retention Policy tab. You can accept the default policy or override and set custom
values.
e. Click the Groups tab. Group membership for the client can be modified. Groups and schedules
are discussed in depth in section 10.4.4.7.
f. Click the VMware tab. Shared/clustered datastores used by the client are listed. Changed block
tracking can be enabled or disabled.
8. Run a one-time test backup of the client VM:
a. In Avamar Administrator, click Backup & Restore.
b. Click the Backup tab.
c. In the tree view, click the vCenter server. Active clients are listed below the tree.
d. Select a client VM. Place a check in the box next to the root level object.
e. From the pull-down menu, select Actions -> Back Up Now.
f. Accept the default backup settings, or adjust parameters as desired.
g. Click OK.
h. Click Close.
i. Monitor progress by returning to the main Avamar Administrator screen, and then clicking
Activity.
Activity Pane
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c. Click the Restore tab.
d. In the tree view, click the vCenter server. Active clients are listed below the tree.
e. Select the client VM from step 8.d, and then choose the current date.
f. Click the backup image listed in the upper-right pane.
g. Select the checkbox next to the root level object in the lower-left pane.
h. From the pull-down menu, select Actions -> Restore Now.
i. In the drop-down list, select Restore to a new virtual machine.
IMPORTANT: Restoring to original virtual machine can result in data loss! Be careful not to restore to
original virtual machine unless you know for certain your use case allows for it (e.g., test VM, static VM).
Even restoring to a new VM can cause issues if you connect the VM to the network without changing IP
address within guest OS. Restoring critical infrastructure VMs like vCenter is discouraged (unless required
and the procedures are well-understood).
j. Click Configure Destination, enter a Name for the new VM, and then click Next.
k. Select a host or cluster, and then click Next.
l. Select a datastore, and then click Next.
m. Review the details, and then click Finish.
n. Click OK.
o. Click Close.
p. Monitor progress by returning to the main Avamar Administrator screen and clicking Activity.
IMPORTANT: If you choose to power on the restored VM to confirm completeness, make sure to disconnect
its virtual network connections to prevent duplicate IP issues with the original.
10. Optionally, you can restore individual files from a VM image backup:
a. In Avamar Administrator, click Backup & Restore.
b. Click the Restore tab.
c. In the tree view, click the vCenter server. Active clients are listed below the tree.
d. Select the client VM from step 8.d, and then choose the current date.
e. Click the backup image listed in the upper-right pane.
f. Click the Browse for Granular Restore button.
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l. Click OK, and then click Close.
m. Monitor progress by returning to the main Avamar Administrator screen, and then clicking
Activity.
IMPORTANT: Restoring to original location can result in data loss! Be careful not to restore to original
location unless you know for certain your use case allows for it (e.g., test VM, static VM). Restoring to
critical infrastructure VMs like vCenter is discouraged (unless required and the procedures are well-
understood).
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Edit Dataset Defaults
NOTE: If backups do not finish by listed end time, default behavior is to terminate at that time. However, the
first backup of a client is allowed to go beyond this end time. Although a terminated backup is not visible in
Avamar, it is kept for a short time as a continuation point for the next backup (i.e., it picks up where it left off).
e. Click OK.
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Create Backup Schedule
For ease of administration, Dell EMC recommends that you set up one or more backup groups. A group
in Avamar is merely a logical container for organizing clients. Setting attributes at the group level saves
the time and effort of setting these at individual client level. Start by creating a group to back up the
critical infrastructure appliance VMs.
3. Create a backup group:
a. From main Avamar Administrator window, click Policy.
b. From Policy window, go to Actions -> New > Group -> Backup Group.
c. Enter a descriptive name of your choice (example: Management VMs) in the Name field.
d. Enable the group by clearing the checkbox next to Disabled.
NOTE: Enabling the group means recurring backups will start being created based on the chosen schedule
when this wizard is completed.
e. Click Next.
f. Ensure that VMware Image Dataset is selected in Select an Existing Dataset list.
g. Select the desired plug-in type (example: Linux VMware Image in this case for VMs which run a
Linux OS).
h. Click Next.
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i. Choose the desired schedule from the list. If you created a schedule in step 2, it will be available
in the list.
j. Click Next.
k. Choose the desired retention policy, and then click Next
NOTE: Retention refers to the length of time for which the system will keep backups of a client. After that
time, the space will be reclaimed for use by the system. This guide does not discuss creation of custom
retention schedules, but this can be done from Avamar Administrator by navigating to Tools -> Manage
Retention Policies.
l. Highlight the desired clients. For the first group, select the critical management VMs such as
vCenter, OMIVV, and VSI.
m. Click Include, and then click Next.
n. Check the box next to Auto proxy mapping, and then click Finish.
o. Repeat step 3 as needed to create other logical groupings of VMs for backup.
p. Monitor status regularly over time to ensure that backups are occurring successfully, by
navigating to the Avamar Administrator main window, and then clicking Activity.
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10 References
Dell EMC PowerEdge R640 Installation and Service Manual
136 Dell EMC Ready Stack Deployment Guide for VMware vSphere and Unity
A Site Survey
Network Topology
Network Topology
Switch Hostnames
S3048
S5048-Top
S5048-Bottom
VLAN Information
VLAN Information
Out-of-Band 100
Management 110
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VLAN Information
vMotion 120
Compute VM 210
DNS:
NTP:
Mgmt1
Mgmt2
Comp1
Comp2
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Switch Port Mappings
Comp3
S5048-Bottom
S5048-Bottom
S3408-OOB
S5048-Top
S5048-Bottom
S5048-Top
S5048-Bottom
Host Information
Host Information
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Host Information
Mgmt01
Mgmt02
Comp1
Comp2
Comp3
VCSA
OMIVV
VSI
DD VE
AVE
Avamar Proxy
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vSphere Cluster Information
vSphere Cluster Information
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