Tag Archives: Windows

Migrating Windows vCenter Server to VCSA 6.5

VMware vCenter Server pools ESXi host resources to provide a rich feature set delivering high availability and fault tolerance to virtual machines. The vCenter Server is a centralised management application and can be deployed as a virtual appliance or Windows machine. This post gives a walk through on migrating from a Windows based vCenter Server (VCS) 5.5 or 6.0 to the Photon OS based vCenter Server Appliance (VCSA) 6.5.


The latest vSphere version is now 6.7, updated posts:

vCenter Server Appliance 6.7 Install Guide

Windows vCenter Server 6.7 Install Guide

Migrating Windows vCenter Server to VCSA 6.7

Migrating Windows vCenter Server to VCSA 6.7

468x60

About VCSA

migrate2vcsa

The VCSA is a pre-configured virtual appliance; as of v6.5 the operating environment is built on Project Photon OS 1.0. Since the OS has been developed by VMware it benefits from enhanced performance and boot times over the previous Linux based appliance. Furthermore the embedded Postgre database means VMware have full control of the software stack, resulting in significant optimisation for vSphere environments and quicker release of security patches and bug fixes. The VCSA scales up to 2000 hosts and 35,000 virtual machines.

In vSphere 6.0 the VCSA reached feature parity with its Windows counterpart, 6.5 begins to pave the way for VCSA to become the preferred deployment method for vCenter Server. One key addition is the inclusion of Update Manager bundled into the VCSA, as well as vCenter High Availability, Backup and Restore, and other features. The appliance also saves operating system license costs and is quicker and easier to deploy and patch.

Migrating to VCSA involves the deployment of a new appliance and migration of all configuration (including distributed switches) and historical data using the upgrade installer. The VCSA uses a temporary IP address during migration before switching to the IP and host name of the VCS, the Windows box is then powered off. Last year there was a fling for migrating to VCSA which had limited capability and support. If you have used or read about the fling then re-review any limitations as a lot of this has been lifted now that VMware have released the migration tool as an official product. Furthermore in vSphere 6.5 the migration tool is not built into the single installation package alongside install, upgrade, and restore.

Software Considerations

  • The Windows VCS must be v5.5 or v6.0 (any build / patch) to migrate to VCSA 6.5. If the VCS is v5.0 or 5.1 upgrade to 5.5 first and then migrate. Both physical and virtual vCenter Server installations are compatible.
  • Any database, internal or external, supported by VCS 5.5 can be migrated to the embedded Postgre database within the target VCSA.
  • The ESXi host where VCSA will be deployed must be v5.5 or above, as must all other hosts in the vCenter.
  • The Windows server is powered off once the VCSA is brought online, this means any other components, VMware or third party, need to be migrated off the Windows server in advance or they will no longer work (don’t forget to move and update any scripts that may live on the Windows server).
  • If you are using Update Manager the VCSA now includes an embedded Update Manager instance from v6.5.
  • You must check compatibility of any third party products and plugins that might be used for backups, anti-virus, monitoring, etc. as these may also need upgrading for use with vSphere 6.5.
  • For other VMware products check the Product Interoperability Matrix.

Hardware Considerations

  • The VCSA with embedded PSC requires the following hardware resources (disk can be thin provisioned)
    • Tiny (up to 10 hosts, 100 VMs) – 2 CPUs, 10 GB RAM.
    • Small (up to 100 hosts, 1000 VMs) – 4 CPUs, 16 GB RAM.
    • Medium (up to 400 hosts, 4000 VMs) – 8 CPUs, 24 GB RAM.
    • Large (up to 1000 hosts, 10,000 VMs) – 16 CPUs, 32 GB RAM.
    • X-Large (up to 2000 hosts, 35,000 VMs) – 24 CPUs, 48 GB RAM – new to v6.5.
  • Storage requirements for the smallest environments start at 250 GB and increase depending on your specific database requirements. See the Storage Requirements document for further details.
  • Where the PSC is deployed as a separate appliance this requires 2 CPUs, 4 GB RAM, 60 GB disk.
  • Environments with ESXi host(s) with more than 512 LUNs and 2048 paths should be sized large or x-large.
  • To help with selecting the appropriate storage size for the appliance calculate the size of your existing VCS database here.

Architectural Considerations

  • From vSphere 6 onwards the Platform Services Controller (PSC) was introduced to the vSphere architecture. The PSC contains infrastructure services such as Single Sign On, Certificate Authority, licensing, etc. The PSC is deployed internally with vCenter Server or as an external component.
  • You can read more about the PSC in this KB.
  • When implementing a new vSphere 6.5 environment you should plan your topology in accordance with the VMware vCenter Server and PSC Deployment Types. Larger environments may require an external PSC.
  • The migration tool supports different deployment topologies but does not, and can not, make changes to the topology and SSO domain configuration.
  • If SSO was installed on the same machine as vCenter Server then services are migrated to vCenter Server Appliance 6.5 with embedded Platform Services Controller.
  • If SSO was installed on a different machine from vCenter Server then the Windows VCS server will be migrated to the vCenter Server Appliance 6.5 with external Platform Services Contoller, and the Windows SSO server will be migrated to the Platform Services Controller 6.5 Appliance.
  • In this post we will be migrating a Windows vCenter using the embedded deployment model.
  • Consider if the default self-signed certificates are sufficient or if you want to replace with custom CA or VMware CA signed certs, see Installing vCenter Internal CA signed SSL Certificates for more information.

embedded

Other Considerations

  • Variables such as FQDN resolution, database permissions and access to the licensing portal should all be in place since we are upgrading an existing vCenter solution.
  • All vSphere components should be configured to use an NTP server. The installation can fail or the vCenter Server Appliance vpxd service may not be able to start if the clocks are unsynchronized.
  • The ESXi host on which you deploy the VCSA should not be in lockdown or maintenance mode.
  • You will need the SSO administrator login details and if the Windows VCS service runs as a service account then the account must have replace a process level token permission.
  • Local Windows users that have vSphere permissions are not migrated since they are specific to the Windows server, all SSO users and permissions are migrated.
  • If there are any firewalls between vSphere components then review the list of required ports here., e.g. data migration from the VCS to the VCSA uses SSH so port 22 must be open.
  • The upgrade can be easily rolled back by following this KB.
  • Migration of vCenter using DHCP, or services with custom ports, is not supported. The settings of only one physical network adapter are migrated.
  • Downtime varies depending on the amount of data you are migrating, but can be calculated using this KB.
  • Ensure you have a good backup of the vCenter Server and the database.
  • Official resources – vSphere 6.5 Documentation Centre, vSphere 6.5 Release Notes. Update – there is now a vCenter Server Appliance migration VMware blog here and walkthrough here.
  • Read the Important information before upgrading to vSphere 6.5 KB.

Process

Before we begin if your existing Windows vCenter is virtual it may be beneficial to rename the vCenter virtual machine name in the vSphere inventory to include -old or equivalent. While the hostname and IP are migrated the vSphere inventory name of the VM cannot be a duplicate. The old server is powered down but not deleted so that we have a back out.

Download the VMware vCenter Server Appliance 6.5 ISO from VMware downloads:  v6.5.0 | v6.5.0 U1. Unlike the Windows vCenter installer, which hasn’t changed much in v6.5; the VCSA installer has had a complete overhaul. You’ll notice straight away that the GUI is much cleaner, and multiple deployment options (install, upgrade, migrate, restore) are now bundled into one installer.

Mount the ISO on your computer. The VCSA 6.5 installer is compatible with Mac, Linux, and Windows. Copy the migration-assistant folder to the Windows vCenter Server (and SSO server if separate). If SSO is running on a different Windows server then you must run the Migration Assistant on the SSO server first and migrate following the instructions below, then complete the same process on the Windows vCenter Server.

Start the VMware-Migration-Assistant and enter the SSO Administrator credentials to start running pre-checks.

migration1

If all checks complete successfully the Migration Assistant will finish at ‘waiting for migration to start’.

On a different machine from your Windows vCenter and SSO server(s) open the vcsa-ui-installer folder file located on the root of the ISO. Browse to the corresponding directory for your operating system, e.g. \vcsa-ui-installer\win32. Right click Installer and select Run as administrator. The vCenter Server Appliance Installer will open, click Migrate.

migrate1

The migration is split into 2 stages; stage 1 deploys the new appliance with temporary network settings, there is no outage to the Windows vCenter. Stage 2 migrates data and network settings over to the new appliance and shuts down the Windows server. We begin with deploying the appliance. Click Next.

migrate2

Accept the license terms and click Next.

migrate3

Enter the details of the vCenter Server to migrate, then click Next.

migrate4

Enter the FQDN or IP address of the host, or vCenter upon which you wish to deploy the new VCSA. Enter the credentials of an administrative or root user and click Next. The installer will validate access, if prompted with an untrusted SSL certificate message click Yes to continue. Tip – connect to the vCenter for visibility of any networks using a distributed switch, connecting to the host direct will only pull back networks using a standard switch.

migrate5

Enter the virtual appliance name, this is the name that appears in the vSphere inventory as mentioned earlier. The host name of the vCenter Server will automatically be migrated. Click Next.

migrate6

Select the appropriate deployment size for your environment and click Next.

migrate7

Select the datastore to locate the virtual appliance and click Next. Configure the temporary network settings for the appliance. These will only be used during migration of the data, once complete the temporary settings are discarded and the VCSA assumes the identity, including IP settings, of the Windows vCenter Server. Click Next.

migrate8

Review the settings on the summary page and click Finish. The VCSA will now be deployed.

migrate9

Once complete click Continue to being the second stage of the migration.

migrate7

Click Next to begin the migration wizard.

migrate10

The source vCenter details are imported from stage 1.

migrate11

Select the data to migrate and click Next.

migrate12

Select whether or not to join the VMware Customer Experience Improvement Program and click Next.

migrate13

Review the summary page and click Finish. Data will now be migrated to the VCSA, once complete the Windows vCenter Server will be powered off and the network settings transferred to the VCSA. If you urgently need to power back on the Windows server to retrieve files or such like, then do so with the vNICs disconnected, otherwise you will cause an IP/host name conflict on the network.

Post-Installation

Connect to the vCenter post install using the IP or FQDN of the vCenter. Access vSphere by clicking either the vSphere Web Client (Flash) or the vSphere Client (HTML5). Connect to the vSphere Web Client to manage your system, the thick client (Windows) is no longer supported.

vsphereweb

Log in to the vSphere Web Client using the SSO administrator login. Verify the installed version is correct under the Summary tab when selecting the vCenter, you can also go to Help > About.

vsphereclient

You must apply a new vCenter license key within 60 days. From the Hosts and Clusters view select the vCenter Server. Click Actions and Assign License. Select a license or use the green plus button to add a new license and click Ok.

client

You can obtain a 60 day trial license for vCenter Server here. If you have purchased vCenter Server then log into your licensing portal here. If the license key does not appear then check with your VMware account manager.

Windows vCenter Server 6.5 Install Guide

VMware vCenter Server pools ESXi host resources to provide a rich feature set delivering high availability and fault tolerance to virtual machines. The vCenter Server is a centralised management application and can be deployed as a virtual appliance or Windows machine. This post gives a walk through on a clean installation of vCenter Server 6.5 on Windows Server 2016. vCenter 6.5: Download | Release Notes | What’s New | Upgrading to vCenter Server 6.5 Update 1.


The latest vSphere version is now 6.7, updated posts:

vCenter Server Appliance 6.7 Install Guide

Windows vCenter Server 6.7 Install Guide

Migrating Windows vCenter Server to VCSA 6.7

468x60

Software Considerations

  • The operating system should be 64 bit and Windows Server 2008 SP2 or above.
  • For environments with up to 20 hosts and 200 VMs the bundled internal Postgres database can be used.
  • An external database should be Microsoft SQL Server 2008 R2 SP2 or above, or Oracle 11g or 12c. You can review a full list of compatible versions at the Database Interoperability Matrix.
  • You must check compatibility of any third party products and plugins that might be used for backups, anti-virus, monitoring, etc. as these may need upgrading for vSphere 6.5 compatibility.
  • Any hosts you plan on connecting to vCenter 6.5 should be running version 5.5 or above.
  • To check version compatibility with other VMware products see the Product Interoperability Matrix.

Architectural Considerations

  • From vSphere 6 onwards the Platform Services Controller (PSC) was introduced to the vSphere architecture. The PSC contains infrastructure services such as Single Sign On, Certificate Authority, licensing, etc. The PSC is deployed internally with vCenter Server or as an external component.
  • You can read more about the PSC in this kb.
  • When implementing a new vSphere 6.5 environment you should plan your topology in accordance with the VMware vCenter Server and PSC Deployment Types. Larger environments may require an external PSC.
  • For more information on deploying an external PSC see the Deploying an External PSC post.
  • Most deployments will include the vCenter Server and PSC in one appliance, following the embedded deployment model, which I will use in this guide.

embedded

Hardware Considerations

  • Windows vCenter Server with embedded PSC requires the following hardware resources:
    • Tiny (up to 10 hosts, 100 VMs) – 2 CPUs, 10 GB RAM.
    • Small (up to 100 hosts, 1000 VMs) – 4 CPUs, 16 GB RAM.
    • Medium (up to 400 hosts, 4000 VMs) – 8 CPUs, 24 GB RAM.
    • Large (up to 1000 hosts, 10,000 VMs) – 16 CPUs, 32 GB RAM.
    • X-Large (up to 2000 hosts, 35,000 VMs) – 24 CPUs, 48 GB RAM – new to v6.5.
  • Where the PSC is deployed on a separate machine this requires 2 CPUs, 4 GB RAM.
  • Environments with ESXi host(s) with more than 512 LUNs and 2048 paths should be sized large or x-large.
  • The Windows vCenter Server requires the following free disk space for installation: (the first 2 may not necessarily be the system drive depending on installation location) Program Files 6 GB, Program Data 8 GB, System folder 3 GB. The PSC machine requires; Program Files 1 GB, Program Data 2 GB, System folder 1 GB.
  • A Windows based vCenter Server can be installed on either a physical or virtual machine.

Other Considerations

Create Data Source

Before beginning if you intend to use vCenter Server with an external SQL database be sure to install the SQL Server Native Client v10 or v11.

You must also configure a 64-bit ODBC data source for external databases. ODBC Data Source Administrator can be accessed via Control Panel > Administrative Tools. Click System DNS, Add and input the details for the external database, test the data source before continuing. If you are using the internal Postgres database then the System DSN is added automatically during installation.

odbc

Installation

Download the VMware vCenter Server and Modules for Windows ISO from VMware downloads: v6.5.0 | v6.5.0 U1.

Mount the ISO and right click autorun.exe, select Run as administrator. The VMware vCenter Installer will open. Ensure vCenter Server for Windows is selected and click Install.

vsc1

The vCenter Server 6.5 Installer will open in a separate window, click Next.

vcs2

Accept the end user license agreement and click Next.

vcs3

In this guide we will be using an embedded deployment model. If you are using an external deployment model the PSC component must be installed first before the vCenter. Select the deployment type and click Next. If the Windows server does not have sufficient resources allocated the installer will error at this stage.

vcs4

Enter the FQDN in the System Name field and click Next.

vcs5

Create a new Single Sign-On domain, or join the vCenter to an existing SSO domain. If you are creating a new SSO domain give this a meaningful name, (not the same as your Active Directory name) the default is vsphere.local. Configure a password for the SSO administrator account and a vCenter specific site name, click Next.

vcs6

Select whether to run vCenter services as the local system account or enter details of a service account and click Next. Ensure the account running vCenter services has been granted permissions as per the other considerations section of this guide.

vcs7

Select an embedded Postgre database or point the installer to the DSN for an external database, click Next.

vcs8

Accept the default port configuration and click Next.

vcs9

Select the directory to install vCenter services and click Next.

vcs10

Tick or untick the VMware Customer Experience Improvement Program as appropriate and click Next.

vcs11

Check the configuration on the review page and click Install to begin the installation process.

vcs12

Once the installation has completed click Finish.

vcs13

Post-Installation

Connect to the vCenter post install using the IP or FQDN of the vCenter. Access vSphere by clicking either the vSphere Web Client (Flash) or the vSphere Client (HTML5). Connect to the vSphere Web Client to manage your system, the thick client (Windows) is no longer supported.

vsphereweb

Log in to the vSphere Web Client using the SSO administrator login. Verify the installed version is correct under the Summary tab when selecting the vCenter, you can also go to Help > About.

vsphereclient

You must apply a new vCenter license key within 60 days. From the Hosts and Clusters view select the vCenter Server. Click Actions and Assign License. Select a license or use the green plus button to add a new license and click Ok.

You can obtain a 60 day trial license for vCenter Server here. If you have purchased vCenter Server then log into your licensing portal here. If the license key does not appear then check with your VMware account manager.

client

If you have an Active Directory domain then vCenter can use this as a source for permissions and sign on credentials. First join the vCenter to the domain; from the home page click System Configuration, Nodes, and select the vCenter server. In the Active Directory section of the Manage tab click Join, input your AD details and click Ok. Reboot the appliance either right clicking the vCenter server under Nodes and selecting Reboot.

When the vCenter server comes back online we can add AD as an identity source; from the home page click Administration, under Single Sign-On select Configuration. Ensure the Identity Sources tab is open and click the green plus symbol to add a source. Fill in the Active Directory details for your domain and click Ok.

identity

You can now add permissions to vCenter objects such as datacentres, clusters, folders, individual virtual machines, etc. for Active Directory users and groups by selecting the object and clicking Permissions under the Manage tab. To learn more about how vSphere permissions work review the vSphere permissions documentation section.

Windows vCenter Server 6.0 Install Guide

VMware vCenter Server pools ESXi host resources to provide a rich feature set delivering high availability and fault tolerance to virtual machines. The vCenter Server is a centralised management application and can be deployed as a virtual appliance or Windows machine. This post gives a walk through on installing a new Windows based vCenter  v6.0.


The latest vSphere version is now 6.7, updated posts:

vCenter Server Appliance 6.7 Install Guide

Windows vCenter Server 6.7 Install Guide

Migrating Windows vCenter Server to VCSA 6.7

Software Considerations

  • The operating system should be 64 bit and Windows Server 2008 SP2 or above.
  • For environments with up to 20 hosts and 200 VMs the bundled internal PostgreSQL database can be used.
  • An external database should be Microsoft SQL Server 2008 R2 SP1 or above, or Oracle 11g or 12c. You can review a full list of compatible versions at the Database Interoperability Matrix.
  • You must check compatibility of any third party products and plugins that might be used for backups, anti-virus, monitoring, etc. as these may need upgrading for vSphere 6 compatibility.
  • Any hosts you plan on connecting to vCenter 6.0 should be running version 5.x.
  • To check version compatibility with other VMware products see the Product Interoperability Matrix.

Architectural Considerations

  • The implementation of vSphere 6 introduces a Platform Services Controller (PSC) which contains infrastructure services such as Single Sign On, Certificate Authority, licensing, etc. The PSC is deployed internally with vCenter Server or as an external component. You can read more about the PSC in this kb.
  • When implementing a new vSphere 6 environment you should plan your topology in accordance with the list of recommended topologies for VMware vSphere 6.
  • For more information on deploying an external PSC see the Deploying an External PSC post.
  • Most deployments will follow the embedded deployment model, which I will use in this guide.

embedded

Hardware Considerations

  • Windows vCenter Server with embedded PSC requires the following hardware resources:
    • Tiny (up to 10 hosts, 100 VMs) – 2 CPUs, 8 GB RAM.
    • Small (up to 100 hosts, 1000 VMs) – 4 CPUs, 16 GB RAM.
    • Medium (up to 400 hosts, 4000 VMs) – 8 CPUs, 24 GB RAM.
    • Large (up to 1000 hosts, 10,000 VMs) – 16 CPUs, 32 GB RAM.
  • Where the PSC is deployed on a separate machine this requires 2 CPUs, 2 GB RAM.
  • The Windows vCenter Server requires the following free disk space for installation: (the first 2 may not necessarily be the system drive depending on installation location) Program Files 6 GB, Program Data 8 GB, System folder 3 GB. The PSC machine requires; Program Files 1 GB, Program Data 2 GB, System folder 1 GB.
  • A Windows based vCenter Server can be installed on either a physical or virtual machine.

Other Considerations

  • It may be necessary to temporarily stop any third party software which could interfere with the installer, such as anti-virus scanner (see post vCenter 6 Upgrade Internal Error).
  • If the vCenter Server services are running as a user other than the Local System account then the user must be a member of the administrators group and have the following permissions; log on as a service, act as part of the operating system (if a domain user).
  • The account used for external database authentication requires Oracle DBA role, or SQL sysadmin server role, or db_owner fixed database role. If you receive error: the user associated with the DSN has insufficient privileges see this kb.
  • All vSphere components should be configured to use an NTP server.
  • FQDN resolution should be in place when deploying the vCenter Server in a production environment.
  • Review the list of required ports for vCenter in this kb.
  • Official resources – vSphere 6 Documentation Centre.

Create Data Source

Before beginning if you intend to use vCenter Server with an external SQL database be sure to install the SQL Server Native Client.

You must also configure a 64-bit ODBC data source for external databases. ODBC Data Source Administrator can be accessed via Control Panel > Administrative Tools. Click System DNS, Add and input the details for the external database, test the data source before continuing. If you are using the internal PostgreSQL database then the System DSN is added automatically during installation.

odbc

Installation

Download the VMware vCenter Server and Modules for Windows ISO from VMware downloads.

Mount the ISO and right click autorun.exe, select Run as administrator. The VMware vCenter Installer will open. Ensure vCenter Server for Windows is selected and click Install.

vcs1

The vCenter Server 6 Installer will open in a separate window, click Next.

vcs2

Accept the end user license agreement and click Next.

vcs3

Select the deployment type and click Next. In this guide we will be using an embedded deployment model. If you are using an external deployment model the PSC component must be installed first before the vCenter.

vcs4

The system name should be auto-populated with the FQDN, click Next. If you are not using IPv6 click Ok to the message about IPv6 resolution.

vcs5

Create a new Single Sign-On domain, or join the vCenter to an existing SSO domain. If you are creating a new SSO domain give this a meaningful name, (not the same as your Active Directory name) the default is vsphere.local. Configure a password for the SSO administrator account and a vCenter specific site name, click Next.

vcs6

Select whether to run vCenter services as the local system account or enter details of a service account and click Next. Ensure the account running vCenter services has been granted permissions as per the other considerations section of this guide.

vcs7

Select an embedded PostgreSQL database or point the installer to the DSN for an external database, click Next.

vcs8

Accept the default port configuration and click Next.

vcs9

Select the directory to install vCenter services and click Next.

vcs10

Tick or untick the VMware Customer Experience Improvement Program as appropriate and click Next.

vcs11

Check the configuration on the review page and click Install to begin the installation process.

vcs12

Once the installation has completed click Finish.

vcs13

Post-Installation

Connect to the vCenter post install using the IP or FQDN of the vCenter, and select Log in to the vSphere Web Client. Using the SSO administrator login, verify the installed version is correct when selecting the vCenter under Hosts and Clusters, you can also go to Help > About.

vcsa10

You must apply a new vCenter license key within 60 days:

Web client: Click Hosts and Clusters and select the upgraded vCenter. Click Actions and Assign License. Select a license or use the green plus button to add a new license and click Ok.

Windows client: On the Home screen under Administration click vCenter Server Settings. Under licensing select a license or enter a new key under Assign a new license key to this vCenter Server and click Ok.

You can obtain a 60 day trial license for vCenter Server here. If you have purchased vCenter Server then log into your licensing portal here. If the license key does not appear then check with your VMware account manager.

vspherewebclient

If you are have an Active Directory domain then vCenter can use this as a source for permissions and sign on credentials. First join the vCenter to the domain; from the home page click System Configuration, Nodes, and select the vCenter server. In the Active Directory section of the Manage tab click Join, input your AD details and click Ok. Reboot the appliance either right clicking the vCenter server under Nodes and selecting Reboot.

When the vCenter server comes back online we can add AD as an identity source; from the home page click Administration, under Single Sign-On select Configuration. Ensure the Identity Sources tab is open and click the green plus symbol to add a source. Fill in the Active Directory details for your domain and click Ok.

identity

You can now add permissions to vCenter objects such as datacentres, clusters, folders, individual virtual machines, etc. for Active Directory users and groups by selecting the object and clicking Permissions under the Manage tab. To learn more about how vSphere permissions work review the vSphere permissions documentation section.