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VMware Virtualization VCP vSphere 5

Manage Virtual Machine Clones and Templates

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Introduction to VMware, vSphere, and the VCP5

Identify vSphere Architecture and Solutions

Install and Configure vCenter Server

Install and Configure VMware ESXi

Configure vNetwork Standard Switches & vSS Policies

Configure Shared Storage for vSphere

Create and Configure VMFS Datastores

Create and Deploy Virtual Machines & vApps

Administer and Migrate Virtual Machines and vApps

Configure VMware Clusters and Resource Pools

Manage Virtual Machine Clones and Templates

00:00:00 - Manage virtual machine clones and templates.
00:00:05 - OK. Well, I don't know, the last nugget was fairly exciting and
00:00:09 - I know a little long but the whole notion of clustering brings
00:00:14 - together all those ESX hosts into a unified thing that's now
00:00:18 - highly available, highly load balanced. I don't know, it's just
00:00:22 - particularly exciting in a lot of ways and I think for a lot
00:00:25 - of ESX administrators.
00:00:29 - The whole clustering topic is for many kind of one of the most
00:00:32 - exciting pieces we are gonna to work with this ware. You can
00:00:35 - argue at this point so by now I don't know how many nuggets we
00:00:39 - are into this series, we pretty much completed most of the core
00:00:44 - infrastructure pieces of putting together your vCenter environment.
00:00:48 - You've got the network done, you've got the storage done, you've
00:00:51 - put all the machines together in a clustered arrangement so the
00:00:55 - foundations of what you need to be successful (inaudible) are
00:00:59 - now operational. Ah, we've built virtual machines, now we can
00:01:03 - see those virtual machines moving around across those clusters.
00:01:06 - So from this point on a lot of the topics are,
00:01:10 - they add on, they are additional ways to add things, additional
00:01:14 - ways to automate things, additional ways to keep things patched
00:01:18 - and corrected configured and all the extra stuff that is required
00:01:21 - for operational type things. And that's where we're starting
00:01:25 - here today, with this whole notion of clones and templates. Now,
00:01:29 - this will not be the same 45 minutes long as the last one was
00:01:33 - but it does introduce some really interesting topics in terms
00:01:36 - of how you can enjoy some of the copy and paste benefits of virtual
00:01:42 - machines. So you may rapidly deploy new VMs as you need to. Cloning
00:01:47 - is really kind of a fancy name for copying and pasting the VMDK
00:01:52 - files for a virtual machine. There's more to it. There are more
00:01:56 - steps involved, there are more things you wanna do but really
00:01:58 - what you are doing is copying and pasting in a VM file. Now,
00:02:02 - a template is really nothing more than eh, virtual machine's
00:02:07 - file, right?. That's been specially identified, that is not actually
00:02:11 - for execution. You do not actually run a template; a template
00:02:15 - is there so that you can clone from that template to create a
00:02:18 - functional virtual machine. But it is still the VMDK file that's
00:02:22 - core. So in this nugget we're going to spend some time talking
00:02:25 - about how you must use those clones and templates and in the
00:02:27 - second bullet down here 'the appropriate deployment methodology
00:02:31 - for a given, from a VM virtual application. There gonna be different
00:02:35 - ways to deploy VMs, either creating them form scratch or deploying
00:02:39 - them from clones and templates. I hope that the conclusion of
00:02:41 - this nugget, you kind of get a feel for when you might want to
00:02:44 - do that. When we get to the click by click part, we are gonna
00:02:48 - to spend time just looking at how you are cloning and existing
00:02:50 - virtual machine and how you would create a template and automatically
00:02:53 - deploy a virtual machine from a template. There's this really
00:02:57 - nifty tool called 'customization specification manager' that
00:03:01 - takes what would otherwise be just a regular copy-paste that
00:03:06 - actually allows you to apply some sort of separate things to
00:03:11 - virtual machines once you deploy them from a template. And lastly
00:03:15 - we're going to process the deployment of OVF templates which
00:03:18 - are a packaged, a much more packaged way of transferring
00:03:23 - a virtual machine from one person to another. And specifically
00:03:26 - we'll actually deploy the vCenter appliance as OVF template because
00:03:30 - you cannot either understand what the vCenter appliance is. You
00:03:33 - can think of an appliance mechanism (inaudible) applying mechanism
00:03:38 - for doing the same sort of things we're doing here with the vCenter
00:03:41 - server. Now before we get into this topic, I wanna spend, just
00:03:45 - a minute on because this is one of the things you need to know
00:03:49 - because you are running a vCenter environment but more importantly
00:03:52 - you kind of need to know these configuration maximums are for
00:03:55 - the exam, ah, this is a document, right? VMware pushes this document
00:04:00 - out for I think every version of this (inaudible) and what it
00:04:05 - is, it is trying the configuration maximums document we talk
00:04:08 - about for virtual machines and ESXi host also for vCenter server,
00:04:13 - the extensions for vCenter server. were the maximums the resources
00:04:18 - that you can apply to certain elements in the whole environment,
00:04:21 - here are the virtual machines maximums, for example, the matter
00:04:24 - of RAM per virtual machine, the swap file size, the SCASI targets
00:04:29 - in the virtual disk sizes, just also these fun little facts that
00:04:33 - if you take an exam, you should really know what these are, these
00:04:37 - are common. Ah, if you're just running a vCenter environment,
00:04:41 - you should be genuinely familiar with what these are because
00:04:44 - you're wanna to end up coming against many of these maximums.
00:04:48 - Not all of these maximums are interesting but really what you
00:04:51 - would be probably more interested in is how you actually apply
00:04:54 - all these whole virtual machine clones and templates concepts
00:04:59 - to what you see inside the vCenter client. So here we are. This
00:05:03 - is the same vSphere environment we've been working with thus
00:05:06 - far, three hosts at this point for virtual machines. There's
00:05:10 - a resource pool here that is a sign for those marketing people
00:05:13 - that we created back in the last nugget. There's one VM powered
00:05:16 - off here called vm6.
00:05:19 - Now if I right click on any of these virtual machines and I take
00:05:22 - a look at them, what I'm gonna see is a couple of options here,
00:05:25 - one of which is the 'clone' option. As you can imagine, what
00:05:30 - I said, the whole clone process is 'I want to do a copy and paste
00:05:35 - on the selected machine in order to create another virtual machine'.
00:05:38 - There is what to do. If I want to create a duplicate of vm6,
00:05:42 - I can accomplish that with the clone link here, it creates the
00:05:47 - clone wizard. What's more interesting, however, before we actually
00:05:50 - get to that point is this whole template I find down here. Now
00:05:55 - with the template I have a couple of different options, OK? I
00:05:58 - can either clone an existing virtual machine to a template or
00:06:01 - I can convert a virtual machine to a template. Let me convert
00:06:05 - this virtual machine to a template here. You know settled here
00:06:08 - what shows what a little VM I can change it into a different
00:06:11 - icon. What would happen? So I'm converting this vm to a template,
00:06:15 - wait a minute, it disappeared. Where did it go? this is a common
00:06:20 - oops, it may happen, be careful because when you actually create
00:06:23 - a template, actually moves those virtual machines away from host
00:06:28 - and clusters and then the VMs and templates locations here are
00:06:31 - in inventory. So notice how the icon here looks a little different.
00:06:34 - This virtual machine now is a template, it's not something actually
00:06:39 - I would be able to power on. so creating a virtual machine template,
00:06:44 - kind of removes the rewrite permissions almost from it. You can't
00:06:48 - power on a template because if you power it on, it won't be a
00:06:51 - template any more. So the idea here is that I can go about cloning
00:06:56 - my virtual machines if I want to do so. There's no problem here.
00:07:01 - But the reality of what I probably want to do is to create some
00:07:05 - sort of, I don't know, golden image or reference image or essentially
00:07:11 - a crafted image, just what you used to do in the days of ghosts
00:07:15 - for your desktops. Then you automatically deploy virtual machines
00:07:19 - whose lives start from that
00:07:23 - template. If I click the link here, you see it brings us to the
00:07:25 - 'deploy template' wizard. Now I wanna to create a vm6-1, for
00:07:31 - example, and I want to put this in 'my datacenter' here and I
00:07:34 - wanna actually deploy a virtual machine based on this template.
00:07:37 - OK, let's click the 'next' button here and I put it in 'our cluster',
00:07:41 - I've got the validation succeeded item here. I, I wanna actually
00:07:45 - allow 'those marketing people' to create their own virtual machines,
00:07:50 - kind of odd, it's just to give people more access to virtual
00:07:52 - machines but bear with me through this, So I want these marketing
00:07:57 - people to be able to make use of these virtual machine templates
00:08:00 - to create the virtual machines they might need to do what these
00:08:04 - marketing people do and
00:08:06 - the validation here succeeded so I click ahead 'next' and I identify
00:08:10 - what the source is, thin provision so I put it in mydatastore1
00:08:15 - here, which is great. Ah, once I'm done with that, I head 'next'.
00:08:19 - Now I get this interesting screen here called 'guest customization'.
00:08:23 - So I have a template, right? and the template has been configured
00:08:27 - in such a way, it's probably in a workgroup, it probably gets
00:08:31 - the basic configurations that I want all of my servers have and
00:08:36 - those configurations are set in such a way so that I know when
00:08:39 - users log in, I'm gonna get them appropriately.
00:08:42 - so in the ghost world, in the desktop world
00:08:48 - we have sis (inaudible) with a (inaudible) when I go in deploy
00:08:51 - a machine from a template, a golden image, well sis... (inaudible)
00:08:57 - first time you get on line, it actually asks you some questions
00:09:01 - that help you customize that computer after it gets deployed.
00:09:05 - oh that's what this customization wizard here is.
00:09:10 - When I do get customization, I can choose not to customize but
00:09:14 - I can also customize using the customization wizard. This is
00:09:18 - interesting. If I have 'next', here, you now see it brings in
00:09:21 - the 'vSphere client Windows guest customization', a kind of secondary
00:09:25 - wizard here. Now take a look at some of these things. If you
00:09:28 - played with ah, if you played with sis (inaudible) before, you'd
00:09:33 - probably be familiar with some of the items here. The 'registration
00:09:36 - information', the organization, 'computer name', 'Windows license',
00:09:39 - 'administration password', time zone'. If I just pop into this
00:09:43 - (inaudible) to show what it looks like, you'll see, wait a minute,
00:09:46 - I can actually deploy, I don' know, let's call it vm6-1or
00:09:51 - I can give it a unique value or I enter a name in the deploy
00:09:55 - wizard. I can give it the license information if I want or plug
00:09:59 - in the administrated password or even log on in the administrator
00:10:02 - line the first time to make all deployment process that much
00:10:05 - easier. I can set my time on a T1, which is of course I want
00:10:09 - to do. If I go into 'run once' commands here, setting the 'network'
00:10:12 - if I want to, put it in the right workgroup or domain. So all
00:10:16 - of these, these things
00:10:19 - they're commonly associated with deploying virtual machines from
00:10:23 - reference images, from golden images. Well, that's what this
00:10:26 - whole customization process does. I'm not gonna to go through
00:10:29 - the whole process, you, you can gather what happens, the end
00:10:32 - result of this is that I end up with a virtual machine and that
00:10:37 - is exactly how I customized it. But this is really exciting because
00:10:42 - it goes much further than the copy-paste
00:10:46 - world that many of you were so used to thinking as the only way
00:10:49 - of dealing with virtualization. And we can kind of add some intelligence
00:10:54 - to that copy and paste process.
00:10:57 - OK, here's the deployment template, here I've got my VM and I've
00:11:01 - deployed this VM out and then once I get that deploying, I end
00:11:05 - up in host and clusters here for those marketing people. Kind
00:11:09 - of slick, kind of slick.
00:11:12 - but these are marketing people, all right? And
00:11:17 - you get to be careful about marketing times because you never
00:11:19 - know what they gonna do. You know that if you give them any sort
00:11:22 - of Op options, they gonna invariably choose the wrong options.
00:11:26 - So why not actually choose some of the custom specifications
00:11:30 - on their behalf, aha.
00:11:33 - That's what the custom specification is meant
00:11:36 - for. So I just went into the new wizard there and answer all
00:11:41 - of these questions, right? But I had to do it, I cannot have
00:11:46 - to be intelligent to be able to about the whole process to be
00:11:49 - able to answer those questions correctly so what to say I couldn't
00:11:53 - create a custom specification call this, I don't know, eh, 'Basic
00:11:57 - VMs for the marketing group' and then go through answering all
00:12:04 - these questions for them just like I did before,
00:12:09 - run the name of the deploy wizard if I want to, and then I answer
00:12:13 - everything on behalf of these marketing people so that they know
00:12:15 - that when they need to deploy a virtual machine, they're gonna
00:12:18 - get the one in the specific configuration that I think it's the
00:12:23 - right way to do things. This is cool. So, I don't know, so let's
00:12:29 - fling through the rest of these password functions and things,
00:12:31 - just get the whole process completed here, put it all in the
00:12:35 - correct group and make sure that all I always change this security
00:12:38 - information here because that makes sure you have a unique computer.
00:12:41 - And once I'm done, I've got this nice VM for the marketing group
00:12:44 - and the next time I actually need to go into deploy of VM, I
00:12:48 - have them deployed of VM, we can go here and deploy a virtual
00:12:51 - machine from a template called it vm6-1,
00:12:55 - put it in My datacenter, put in in Our cluster, as it is supposed
00:12:59 - to be put in and then instead of giving someone, I don't know,
00:13:02 - the access to do everything they want, well, instead I'm gonna
00:13:06 - choose an existing custom specification.
00:13:11 - There you go. Really, really interesting here with the way in
00:13:15 - which we can automate this whole process of deploying virtual
00:13:18 - machines. So this is what you would need to do in order to kind
00:13:23 - of make things easier for the people that do not need to have
00:13:25 - complete access to, or don't want complete access for all of
00:13:30 - their virtual machines. You know I maybe go back and update to
00:13:34 - this VM model so that I can power on so I need to convert the
00:13:37 - clone back into a virtual machine, put it on my cluster again,
00:13:42 - you know, put it in the right resource pool, just as I did before
00:13:45 - and disappears from this location and converts back into a virtual
00:13:48 - machine and then right back here in hosts and clusters, I see
00:13:52 - that the vm1 is again so that I can interact with. When you go
00:13:56 - to do your updates, you can update and then reconvert it back
00:13:59 - into a template to make it complete. So this is, the clone and
00:14:03 - template piece very powerful for vSphere client. Ah, if you go
00:14:09 - through the effort to set it up correctly, if you're planning
00:14:12 - having other people other yourself that are actually deploying
00:14:15 - themselves, that makes good sense for you actually go about,
00:14:18 - you know, doing these automations on their behalf. Now, there
00:14:22 - are other solutions as well.
00:14:25 - So you are making things faster for people that are less intelligent
00:14:31 - than you and there are people that are more intelligent than
00:14:33 - you that may need to deploy things to you. Another way of deploying
00:14:37 - those VMs from other people is to use an OVF template.
00:14:43 - OK, this is the last kind of topic for this nugget. The OVF template
00:14:46 - you actually deploy it from a file. You see' file', 'deploy OVF
00:14:50 - template'. Now, an OVF template can be downloaded from the Internet.
00:14:56 - If I have an URL, I can download it right from
00:14:59 - the Internet or I can download it locally. Ah, and I actually
00:15:03 - downloaded one, this vCenter Server Appliance'.
00:15:07 - I told you this vCenter server appliance is like aa appliance
00:15:11 - base vCenter observer. It's lenient-based, you turn it on and
00:15:17 - it creates a website that you can use to actually interact with
00:15:19 - your vCenter environment. You don't have to build all these Windows
00:15:23 - stuff. You can run next. We're gonna detect the OVF file here,
00:15:28 - the OVF file consolidates
00:15:31 - all of the packaging information that's necessary to take that
00:15:35 - VMDK file and ultimately
00:15:38 - get it into the environment in the way it needs to. In fact if
00:15:41 - I take a look at that file, I go here to 'computer' and then
00:15:45 - SCSI and then Server player, then you'll see I have an OVF file
00:15:49 - and then two VMDK files that are associated with that OVF file.
00:15:52 - The, kind of what I described is the vmx information, it's up
00:15:57 - here, here's the VMDK information. So if I get open here, and
00:16:02 - then 'next', oh, look at that, all of the information that I
00:16:05 - need to install the vCenter server appliance. Let me click 'next'
00:16:09 - here, I can call it exactly what it needs to be called and plug
00:16:12 - into the cluster. If I want, I may just put it in 'Our cluster',
00:16:16 - I can give it a destination storage, if I want, if I want I can
00:16:21 - give it, you know what disk form, thin provision or thick provision.
00:16:25 - Now I'm ready to complete, oops, here we go. That deploys the
00:16:29 - vCenter server appliance as an OVF template. Now, I am gonna
00:16:33 - leave working with the vCenter server appliance, it's up to you.
00:16:36 - You can take a look at it, it's free download from VMware Website.
00:16:40 - Just you download it, you use it, you don't need a Windows server
00:16:44 - for this any more. But I want to show you this because this is
00:16:48 - the mechanism you would deploy pretty much any OVF template from
00:16:52 - this deploy OVF template location. And that's what you kind of
00:16:57 - need to know. Now the last piece here is this 'browse VA marketplace,
00:17:01 - which kind of relates to the OVF template because there are going
00:17:04 - to be some of these templates that are going to be available
00:17:07 - from VMware. The virtual appliances the VM has made available
00:17:13 - for you or the VM community.
00:17:16 - if I go to the virtual appliances marketplace, you see I've got
00:17:20 - a number of different things that I can install, a 'Catbird V-Agent',
00:17:24 - a Check Point virtual appliance, a 'Cloud, Pig and Hive' in
00:17:27 - the 'CloudEra', ah, a common' one, I believe, it's somewhere
00:17:32 - down here there used to be one, the installed Ancient DOS games
00:17:35 - that are ready to play. So these are (inaudible) OVF but there
00:17:39 - are also the disk file....that you can see, so you can simply
00:17:42 - puff download in appliance and have it automatically preconfigured
00:17:47 - so that it works within your environment bounds. So here it goes.
00:17:50 - So what did we talk about in this nugget? We talked about the
00:17:53 - whole clones and templates automation
00:17:58 - that takes the process of working with virtual machines and it
00:18:01 - accelerates it, it automates it. We talked about some of those
00:18:05 - machine maximums that you have to respect when you do so but
00:18:07 - really we spent a lot of time focusing on the different deployment
00:18:10 - methodologies that you would use for different types of virtual
00:18:13 - machines applications. Do I want to create a new VM or do I create
00:18:17 - a VM template deployed from a template. We worked with those
00:18:21 - virtual machines and we created templates, we deployed VMs on
00:18:24 - the template, we took a look at custom specification manager
00:18:28 - which links perfectly when we are trying to involve other people
00:18:31 - with kind of (inaudible) some of the skyworks of virtualization
00:18:35 - management. And then we spent a little time talking about OVF
00:18:38 - template and vCenter appliance. I hope this has been useful for
00:18:40 - you and thank you for viewing.

Backup and Restore Virtual Machines

Update and Profile ESXi Hosts

Configure vNetwork Distributed Switches & vDS Policies

Secure vCenter Server and ESXi

Plan and Implement VMware Fault Tolerance

Configure the vSphere Storage Appliance

Perform Basic vSphere Troubleshooting

Monitor vCenter and Administer Alarms

Plan and Perform vCenter Server and ESXi Upgrades

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Greg Shields

Greg Shields

CBT Nuggets Trainer

Microsoft MVP; VMware vExpert; Citrix CTP

Area Of Expertise:
Microsoft, Citrix, VMware, System Center, Hyper-V, virtualization and cloud, Microsoft Exchange, PowerShell, VBScript, Windows deployment. Columnist and author of more than a dozen books and hundreds of industry white papers.

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