Installation and Upgrade Guide Lab Manager 3.
Lab Manager Installation and Upgrade Guide Lab Manager Installation and Upgrade Guide Revision: 20080804 Item: EN-000065-00 You can find the most up-to-date technical documentation on our Web site at: http://www.vmware.com/support/ The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: docfeedback@vmware.com © 2006–2008 VMware, Inc. All rights reserved. Protected by one or more U.S. Patent Nos.
Contents About This Book 5 1 Introducing Lab Manager and the Installation Process 7 Understanding Lab Manager in the VMware Infrastructure Environment 7 Using Clusters, Hosts, Resource Pools, and Datastores 8 Using VMware Infrastructure Capabilities 8 Guidelines for Installing a VirtualCenter Server and Lab Manager Server Software 9 2 Preparing to Install Lab Manager 11 Overview of Lab Manager Installation Process 12 VMware Infrastructure Requirements and Recommendations 12 Lab Manager Server Requiremen
Lab Manager Installation and Upgrade Guide Security Recommendations and Requirements 22 Installing or Customizing the SSL Certificate 22 Windows Security Policy Requirements 23 3 Installing Lab Manager 25 Installing the Lab Manager Server Software 25 Initializing and Configuring Lab Manager 26 Credential Requirements for Connecting to the VirtualCenter Server from Lab Manager 29 Choosing a Lab Manager System Name 30 Static IP and DHCP Networking 31 Resource Pools 32 Backing Up the Password Encryption Key
About This Book The Lab Manager Installation and Upgrade Guide includes installation, upgrade, and configuration tasks for VMware© Lab Manager. Intended Audience The guide is intended for experienced developers and testers of software applications.
Lab Manager Installation and Upgrade Guide Online and Telephone Support Use online support to submit technical support requests, view your product and contract information, and register your products. Go to: http://www.vmware.com/support Customers with appropriate support contracts should use telephone support for the fastest response on priority 1 issues. Go to: http://www.vmware.com/support/phone_support.html Support Offerings Find out how VMware support offerings can help meet your business needs.
1 Introducing Lab Manager and the Installation Process 1 VMware Lab Manager provides a solution to manage virtual machines in the test lab infrastructure. You can capture a complex and running software environment and share it instantly across your organization. See the Lab Manager User’s Guide for a full overview of the product.
Lab Manager Installation and Upgrade Guide VMware VirtualCenter Server is a control point for the datacenter and provides datacenter services such as access control, performance monitoring, and configuration. VirtualCenter also provides advanced VMware Infrastructure capabilities described in “Using VMware Infrastructure Capabilities” on page 8. ESX hosts continue to function even if the VirtualCenter Server becomes unreachable (for example, the network connection is severed).
Chapter 1 Introducing Lab Manager and the Installation Process Lab Manager works with virtual machines registered with VirtualCenter and VMware Infrastructure admission controls. For more information about VirtualCenter, see the VMware Infrastructure 3 documentation at http://www.vmware.com/support/pubs/vi_pages/vi_pubs_35.
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2 Preparing to Install Lab Manager 2 This chapter describes the overall installation process, requirements, and recommendations for a Lab Manager Server system. This chapter includes these topics: “Overview of Lab Manager Installation Process” on page 12 “VMware Infrastructure Requirements and Recommendations” on page 12 “Lab Manager Server Requirements” on page 14 “Installing IIS and .
Lab Manager Installation and Upgrade Guide Overview of Lab Manager Installation Process The installation process takes about 20 minutes and involves the tasks described in Table 2‐1. Table 2-1. Installation Tasks and Descriptions Task Description Setting up VMware Infrastructure 3 Set up ESX 3.5 Update 1 and VirtualCenter 2.5 Update 1. VMware recommends that you set up at least two ESX hosts before setting up the Lab Manager Server system.
Chapter 2 Preparing to Install Lab Manager Keep in mind the following recommendations for using ESX hosts in a Lab Manager environment: For guidelines about areas such as memory use, read the Performance Tuning Best Practices for ESX Server 3 technical white paper on the VMware Web site. The host CPU is the same across all hosts in the Lab Manager environment.
Lab Manager Installation and Upgrade Guide Lab Manager Server Requirements You can install Lab Manager software in a virtual machine. Do not install the Lab Manager Server software on a physical or virtual machine that contains VirtualCenter Server software. If you have the Lab Manager Server and VirtualCenter Server software installed in separate virtual machines, these virtual machines can reside on the same ESX host.
Chapter 2 Preparing to Install Lab Manager Network At least one unbound Ethernet card: NIC with static IP address Physically connected NIC (no wireless cards) (Recommended) Gigabit Ethernet Machine cannot run on a Windows domain controller Fully qualified domain name (FQDN). Certain features of Lab Manager require an FQDN. This requirement does not mean that the Lab Manager Server system resides in a domain.
Lab Manager Installation and Upgrade Guide Installing IIS and .NET Framework on Lab Manager Server You must have IIS installed and enabled on the Lab Manager Server system. (See “Operating System and Framework” on page 14.) Install IIS before you install Microsoft .NET Framework 2.0 (Service Pack 1 or higher). During the installation procedure, you might need to insert the Windows Server 2003 boot disk into the CD or DVD drive of the server.
Chapter 2 Preparing to Install Lab Manager Web Console Access Requirements The following are requirements for machines where a client opens a browser to access the Lab Manager Web console: Microsoft Internet Explorer or Mozilla Firefox. For specific information about which Web browsers are supported on which client operating systems, see the appendix section of the Lab Manager User’s Guide. Make sure that the machines have routable access to the Lab Manager Server system and ESX hosts.
Lab Manager Installation and Upgrade Guide Datastore Requirements Virtual machines and media files can reside on VMFS and NFS datastores. For more information about datastores and media stores, see the Lab Manager User’s Guide. VMware recommends shared storage (NFS, iSCSI, or Fiber Channel). VMware also recommends using a small number of large SAN VMFS partitions rather than a large number of small partitions.
Chapter 2 Preparing to Install Lab Manager Network Requirements The Lab Manager Server system includes many components that need to communicate with each other. The following sections describe routing, domain, and firewall requirements. Configuring Routing The following are network connectivity requirements: Lab Manager client machines accessing the Web console must have routable access to the Lab Manager Server system and ESX hosts.
Lab Manager Installation and Upgrade Guide Configuring Firewall Settings Lab Manager communicates between its servers and clients through network ports. ESX software sets up default ports. See the VMware Infrastructure 3 documentation at http://www.vmware.com/support/pubs/vi_pages/vi_pubs_35.html. For information about configuring communication between VirtualCenter components, see the VMware Infrastructure 3 Quick Start Guide.
Chapter 2 Preparing to Install Lab Manager Gathering Network Information for Installation Before you begin the installation, gather the following information about your network if you plan on using static IP addressing: Block of unused IP addresses IP address for the primary and (optional) secondary DNS server Subnet mask IP address for the network gateway Lab Manager Server DNS suffix IP Addresses for Virtual Machines Reserve a range of IP addresses for virtual machines on each physica
Lab Manager Installation and Upgrade Guide Security Recommendations and Requirements Review the recommendation for installing SSL certificates and requirement for certain policies in a high‐security environment. VMware recommends using an SSL certificate on the Lab Manager Server system. Installing or Customizing the SSL Certificate VMware recommends installing an SSL certificate from a trusted certification authority that validates the server identity.
Chapter 2 Preparing to Install Lab Manager 3 Store the openssl.exe, libeay32.dll, and ssleay32.dll files in the working directory. 4 From the working directory, change the commonName entry in the OpenSSlVMware.cfg files to the machine host name. 5 From the command prompt in the working directory, type the following: openssl req -new -x509 -keyout "OpenSslVMware.key" -out "OpenSslVMware.crt" -days 730 -config "\OpenSslVMware.cfg" openssl pkcs12 -export -out "OpenSslVMware.
Lab Manager Installation and Upgrade Guide 24 7 In the right pane, double‐click Network Security: LAN Manager authentication level. 8 Select Send NTLM response only. 9 Click OK. VMware, Inc.
3 Installing Lab Manager 3 Installing Lab Manager involves installing the Lab Manager Server software, performing initialization tasks, and logging in to the Lab Manager Web console.
Lab Manager Installation and Upgrade Guide 4 Click Change to change the program files directory for Lab Manager. 5 Accept the default VMwareLMWeb and VMwareLMUser passwords, or enter your own passwords. Lab Manager creates these accounts as part of the installation and generates a random password for them. If your network has a restrictive password policy, enter passwords that meet your policy’s requirements. 6 Select the IP address for Lab Manager traffic.
Chapter 3 Installing Lab Manager 5 Enter the following VirtualCenter information and click Next: VirtualCenter Server IP address or host name Port number The default is 443. User name and password See “Credential Requirements for Connecting to the VirtualCenter Server from Lab Manager” on page 29. System name for this Lab Manager installation If you have multiple installations of Lab Manager, make sure each installation has a unique system name. You cannot change this name at a later time.
Lab Manager Installation and Upgrade Guide d Choose the IP addressing modes for the network. Static ‐ IP Pool allows Lab Manager to pull static IP addresses from the IP address pool. DHCP allows Lab Manager to pull IP addresses from a DHCP server. Static ‐ Manual allows you to specify an IP address. See “Static IP and DHCP Networking” on page 31.
Chapter 3 Installing Lab Manager Credential Requirements for Connecting to the VirtualCenter Server from Lab Manager To set up a connection with the VirtualCenter Server, Lab Manager requires a user who is part of a role in VirtualCenter with at least the privileges listed in Table 3‐1. As with other roles in VirtualCenter, you can assign Windows users or VirtualCenter users to this role.
Lab Manager Installation and Upgrade Guide Table 3-1. Required Privileges for Connecting to the VirtualCenter Server (Continued) VI Client Privilege Category Required Privileges Virtual Machine Inventory Create Move Remove Interaction Select all options. For example, select Power On, Power Off, and all other options. Configuration Select all options. For example, select Rename, Add Existing Disk, and all other options.
Chapter 3 Installing Lab Manager Static IP and DHCP Networking You can use static IP or DHCP networking in Lab Manager for each virtual machine NIC. To avoid setting up an IP range, use DHCP to obtain IP addresses from a DHCP server. DHCP does not work with network fencing, a feature which allows multiple users to work with live instances of the same virtual machine configuration on the same network. For details on fencing, see the appendix section of the Lab Manager User’s Guide.
Lab Manager Installation and Upgrade Guide Resource Pools A resource pool is a logical structure that allows delegation of control over the resources of a host. Resource pools compartmentalize all resources in a cluster. You can create multiple resource pools as direct children of a host or cluster and configure them. You can then delegate control over them to other individuals or organizations. The managed resources are CPU and memory from a host or cluster.
Chapter 3 Installing Lab Manager 5 On the Resource Pools tab, move the pointer over the resource pool name and choose Detach from the menu. Repeat this process for each resource pool. 6 Log out of the Lab Manager Web console. 7 On the Lab Manager server, choose Start > Control Panel > Add or Remove Programs. 8 Select the VMware Lab Manager program and click Change/Remove. 9 Choose Remove. 10 Select the Remove the database check box to uninstall Lab Manager and remove its database.
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4 Upgrading Lab Manager 4 You can upgrade Lab Manager from version 2.5.x only. This chapter includes the following topics: “Supported Upgrades” on page 35 “Before Upgrading” on page 36 “Upgrading and Configuring Lab Manager” on page 41 “Understanding the Upgrade” on page 44 Supported Upgrades You can upgrade from Lab Manager 2.5.x to Lab Manager 3.0. If you are using Lab Manager 2.4, you must first upgrade to Lab Manager 2.5.x before you can upgrade to Lab Manager 3.0.
Lab Manager Installation and Upgrade Guide To determine your current version of Lab Manager, open the Lab Manager Web console and click About in the left pane. Before Upgrading Because Lab Manager 3.0 has different requirements than Lab Manager 2.5.x, you must complete certain tasks to meet these requirements before you can install Lab Manager 3.0. For more information about Lab Manager 3.0 requirements, see Chapter 2, “Preparing to Install Lab Manager,” on page 11.
Chapter 4 Upgrading Lab Manager Undeploying Virtual Machines and Removing Managed Servers Before you can upgrade to Lab Manager 3.0, you must undeploy all the virtual machines running under Lab Manager 2.5.x. To ensure that Lab Manager saves the memory state of your virtual machines before you undeploy them, choose Preferences from the Lab Manager Web console. Click the Defaults tab and choose Save Memory State.
Lab Manager Installation and Upgrade Guide To back up the database From the command prompt on the Lab Manager 2.5.x Server system, use this sample command or your own backup method: OSQL -S localhost\vlm -E -Q "backup database labmanager TO DISK='c:\lm_backup.bak'" This sample command creates the lm_backup.bak file on the C:\. Uninstalling the Managed Server Agent Software You must uninstall the Lab Manager 2.5.x agent software from every managed server that Lab Manager controls.
Chapter 4 Upgrading Lab Manager Installing the Lab Manager Server Software Default and custom options are available for the Lab Manager Server installation. The software installs an instance of Microsoft SQL Server 2005 Express Edition for use with Lab Manager. To install the Lab Manager Server software 1 On the target Lab Manager Server system, run the VMware-labmanager-server-3.0.0..exe file. The installer checks to make sure your system meets the installation prerequisites.
Lab Manager Installation and Upgrade Guide 10 Select the Migrate the existing database to the latest version check box. This selection migrates the Lab Manager 2.5.x database for use with Lab Manager 3.0. 11 Click Install. 12 Click Finish. Upgrading ESX Server Lab Manager 3.0 supports ESX 3.5 Update 1 hosts only. Upgrade all ESX 3.0.x hosts to ESX 3.5 Update 1. Upgrade all ESX 3.5 hosts to ESX 3.5 Update 1. If your hosts are already running ESX 3.5 Update 1, you can skip this section.
Chapter 4 Upgrading Lab Manager Upgrading ESX Server software directly from ESX Server 3.0.x to ESX Server 3.5 Update 1 using a .zip file upgrade is not supported. Limitations in the esxupdate utility prevent such upgrades. You can upgrade ESX Server software versions in the 3.0.x series using sequential .zip upgrades. First upgrade the software from version 3.0.x to 3.5, then upgrade the version 3.5 installation to Update 1. See the knowledge base article ESX Server 3.5.
Lab Manager Installation and Upgrade Guide 4 Enter the following VirtualCenter information: VirtualCenter IP address or host name. (Optional) Port number. User name and password. See “Credential Requirements for Connecting to the VirtualCenter Server from Lab Manager” on page 29. Lab Manager 3.0 uses the same installation ID as Lab Manager 2.5.x and uses “VM” as the system name. For information about how the system name is used, see “Choosing a Lab Manager System Name” on page 30.
Chapter 4 Upgrading Lab Manager 9 Review the information about NFS datastores. Lab Manager attempts to remount your Lab Manager 2.5.x NFS datastores. If it cannot mount a datastore, this page displays the datastore and information about how to view the logs. Use the information in the logs to troubleshoot the problem. You may have to use the VI Client to remove a duplicate datastore from VirtualCenter, or you may have to verify that the NFS server is properly configured and accessible.
Lab Manager Installation and Upgrade Guide 12 Click Test LDAP Upgrade. If Lab Manager cannot connect to the LDAP server, modify the connection settings and try again. If Lab Manager can connect to the LDAP server, but cannot find a match for all the LDAP users from Lab Manager 2.5.x, a list of the missing users displays. If these users still exist, you can add them later. See the Lab Manager User’s Guide. 13 Click Finish.
Chapter 4 Upgrading Lab Manager Roles and Rights Lab Manager 2.5.x had only two roles: administrators and users (nonadministrators). Lab Manager 3.0 includes more built‐in roles and allows you to assign rights to these roles (or create custom roles) on a detailed level. The upgrade process maps Lab Manager 2.5.x roles to Lab Manager 3.0 roles. Table 4-2. Mapping Users from Lab Manager 2.5.x to Lab Manager 3.0 Lab Manager 2.5.
Lab Manager Installation and Upgrade Guide Media Storage Lab Manager 3.0 does not support SMB media storage. If you stored media images (CD/DVD and floppy images) on an SMB server for use with Lab Manager 2.5.x, you cannot access those images from Lab Manager 3.0. You must set up a media store on an NFS or VMFS media store. See the Lab Manager User’s Guide. Networking In Lab Manager 3.0, physical networks are resources that can be assigned to an organization.
Index C clients, requirements for Web console access 17 D datastores configuring for NFS 18 requirements 18 DNS requirements 19 domains, configuring 19 F firewall settings 20 I IIS, installing 16 initializing Lab Manager 26 installation high-level tasks 12 requirements 11 IP addresses reserving 21 static and DHCP allocation 31 L Lab Manager choosing the Lab Manager system name 30 configuring firewall settings 20 guidelines for VirtualCenter 9 in a VMware Infrastructure environment 7 VMware, Inc.
Lab Manager Installation and Upgrade Guide U NFS configuring datastores or media stores 18 datastore requirements 18 media files 18 P password encryption key 32 ports, setting up 20 R requirements client machines accessing Web console 17 datastores 18 IIS and Microsoft .