ViewPlannerInstallationAndUserGuide 20110127
ViewPlannerInstallationAndUserGuide 20110127
ViewPlannerInstallationAndUserGuide 20110127
EN-000224-02
You can find the most up-to-date technical documentation on the VMware 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: [email protected]
2009-2011 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at http://www.vmware.com/go/patents. VMware, the VMware boxes logo and design, Virtual SMP, and VMotion are registered trademarks or trademarks of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies. Revision: 20110127
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Contents
Introduction 9
View Planner Overview 11 View Planner Versions 11 View Planner Operation 11 User Interface 12 View Planner High-Level Architecture (Remote Mode) 13 View Planner High-Level Architecture (Passive Client Mode) 14 View Planner High-Level Architecture (Local Mode) 15 View Planner Requirements 16 View Planner Hardware and Infrastructure Requirements 16 View Planner Software Requirements 17 Software Versions for use With View Planner 17 View Server and Host Operating System Versions 17 vSphere Server, View Composer, and Host Operating System Versions 17 ESX Version 18 Active Directory Server Operating System Version 18 Desktop Virtual Machine Operating System Versions 18 Client Virtual Machine Operating System Version 18 View Planner Scoring Methodology 19 View Planner Applications and User Operations 19 View Planner Workload Run Phases 20 Requirements for Compliant Run 20 View Planner Score 20
Test the Template Virtual Machines 32 Create a New Run Profile 32 Run a Single-VM Test 33 Provision the Virtual Machines 35 Provision the Virtual Machines Using vCenter 35 Provision the Virtual Machines Using VMware View 36 Provisioning Using View Planner as a View Interface 36 Provisioning Using View Directly 37
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Contents
C Troubleshooting 65
General Troubleshooting 65 The error.log File 65 Troubleshoot Setup and Provisioning 65 Retrieve vCenter, View, and Active Directory Configuration Information 65 Desktop or Client Virtual Machine Connectivity Issues 66 Troubleshoot Provisioning Using View 66 If the View Pool Creation Fails 66 Troubleshoot the Run Test Stage 67 Monitor the error.log File During the Run Test Stage 67 Use the Dumpstatus Script to Diagnose Upload Errors 68 Workload Fails in Desktop Virtual Machine 68 Error Log Mentions Stale Objects for View or Active Directory 68 View Planner Ceases to Make Progress 69 Miscellaneous Tips 69
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Figures
Figure 1. Conceptual Layout of Typical VMware View Planner 11 Figure 2. VMware View Planner Operation (Remote Mode) 13 Figure 3. VMware View Planner Operation (Passive Client Mode) 14 Figure 4. VMware View Planner Operation (Local Mode) 15
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Introduction
VMware View Planner is a tool designed to simulate a large-scale deployment of virtualized desktop systems and study its effects on an entire virtualized infrastructure. The tool is scalable from a few virtual machines running on one VMware ESX host up to hundreds of virtual machines distributed across a cluster of ESX hosts. View Planner assists in the setup and configuration of the testing infrastructure, runs a set of application operations selected to be representative of real-world user applications, and reports data on the latencies of those operations. View Planner is highly flexible and accommodates many testing and usage scenarios. Some of the various configuration options include: Three different run modes: Remote mode: pairs one desktop virtual machine to each client virtual machine for a fully-representative usage scenario. Passive mode: pairs multiple desktop virtual machines to each client virtual machine, thus reducing hardware requirements while still providing some of the benefits of remote mode. Local mode: minimizes required hardware by using no client virtual machines. Two different management level options: vCenter Server alone (i.e, without VMware View) VMware View Various display protocols: Microsoft RDP View RDP View PCoIP A selection of applications to run in the workload: Microsoft Word Microsoft Excel Microsoft PowerPoint Microsoft Outlook Microsoft Internet Explorer document browse picture album browse Mozilla Firefox Adobe Acrobat Reader
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Archiving software Video playback software NOTE A custom applications feature is in technology preview status for View Planner 2.0. Though this feature can be useful for internal testing, runs containing custom applications are not compliant, and must not be used for publication. For further information, refer to Using Custom Applications in View Planner. The publication of any data produced using this tool is restricted by the Workload Usage Rules for View Planner 2.0 and by relevant product End User License Agreements.
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Introduction
VDI controller appliance vCenter Server ESX host View Server (optional) AD Server Client virtual machines (not used in local-mode tests)
ESX hosts
Network
ESX hosts
Local mode This mode uses no client virtual machines. The tests are initiated and run entirely on the desktop virtual machines. Because this mode doesnt generate the network traffic of a real-world VDI deployment it is less representative of such deployments than the other two modes. However, it uses less hardware than either of the other modes to run the same number of desktop virtual machines. When a run is started, a harness running in the controller appliance powers on the desired number of desktop virtual machines, powers on the appropriate number of client virtual machines (for remote or passive client tests), manages the workload execution, and gathers results. A reporting tool running in the controller appliance provides access to results of completed runs.
User Interface
All interaction with View Planner is through a web interface provided by the controller appliance. It is through this interface that: the testbed configuration is defined and configured the runs are started and monitored the results are viewed
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Introduction
Controller Appliance
View Planner harness AD Server
Web Browser
MySQL database
VP AD agent
vCenter Server
VP client agent
VP desktop agent
VMware plugin
Apps
Client VMs
Desktop VMs
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Controller Appliance
View Planner harness AD Server
Web Browser
MySQL database
VP AD agent
vCenter Server
VP client agent
VDI script VDI View Planner script workload Apps Apps Apps
Client VMs
Desktop VMs
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Introduction
Controller Appliance
View Planner harness AD Server
Web Browser
MySQL database
VP AD agent
Apps
Desktop VMs
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Introduction
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View Composer 2.5. NOTE View Planner can be used without View Composer, but functionality will be limited. vCenter Server and View Composer host operating system: Any operating system version your vSphere and View Composer versions support. (See http://www.vmware.com/pdf/view45_installation_guide.pdf for details.)
ESX Version
Any ESX version View 4.5 works with.
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Introduction
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The configuration of the workload virtual machines, the versions of the View Planner controller appliance, operating systems, tools, and all other software used must conform to the specifications in the View Planner documentation.
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This chapter describes the preparation steps that must be performed before running VMware View Planner. It is divided into the following sections: Obtain and Install the View Planner Components on page 21 Prepare the View Planner Controller Appliance, the View Server, and the AD Server on page 23 Create, Configure, and Test the Desktop and Client Virtual Machine Templates on page 31
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At the Network Mapping window select the desired network, then click Next. At the Ready to Complete window click Finish.
Still within the vSphere Client, right-click on the View Planner controller appliance and select Edit settings.... In the Virtual Machine Properties window, under the Hardware tab, in the left pane, click Network adapter 1. In the right pane, under Device Status, make sure the Connect at power on box is selected. Still in the right pane, under Network Connection, in the Network label drop down menu, select the network your workload virtual machines will be using. Click OK to close the Virtual Machine Properties window.
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Prepare the View Planner Controller Appliance, the View Server, and the AD Server
This section describes how to configure the View Planner controller appliance. Prerequisites: A static IP address for the appliance. A valid fully-qualified domain name for the appliance. A vSphere vCenter server. An Active Directory server. If you will be using View for your tests, a View server. A system to use as a common time source. NOTE Make sure the following systems use this common time source: The ESX system on which the View Planner controller appliance will run. The ESX systems on which the client and desktop virtual machines will run. The vCenter server host operating system. The View server host operating system. The Active Directory server host operating system.
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Confirm that VMware Tools shows a status of OK. If it shows anything else, repeat the above VMware Tools installation process.
Again log in to the controller appliance (as described in Step 2, above). Change to the /root/ViewPlanner directory. Run the command source setup.sh to set the path for Python. Configure the virtual machines static IP address and the corresponding settings by running the command: python ./harness_setup.pyc -i <ipaddr> -m <netmask> -g <gateway> -d <full-domainname> -n <dnsip1> [,<dnsip2>, ...] Replacing <ipaddr>, <netmask>, <gateway>, <full-domainname>, <dnsip1>, and (optionally) additional DNS addresses with appropriate values, including the static IP address and the fully-qualified domain name (a name that uniquely identifies that virtual machine, for example, VPappliance.eng.vmware.com). If the controller appliance will need to connect to more than 1024 machines, edit the sysctl.conf file, as detailed below. NOTE The controller appliance defaults to a maximum of 1024 different IP addresses to which it can connect. Three of these are reserved for View Planner administrative functions, leaving 1021 network connections available for View Planner desktop and client virtual machines. This means local tests with more than 1021 desktop virtual machines, remote-mode tests with more than 510 desktop-client pairs, or passive mode tests with more than a combined total of 1021 desktop and client virtual machines will require this change. a b c Open the /etc/sysctl.conf file for editing. Locate the line: net.ipv4.neigh.default.gc_thresh3 = 1024 Increase this value to at least the maximum number of network connections your controller appliance will need to make. For example, if the largest test you will run will be a 1024 virtual-machine remote mode test, this value should be set to at least 2051 (1024 (desktops) + 1024 (clients) + 3 (administrative connections). Save the /etc/sysctl.conf file. To activate this new setting, run: sysctl -p
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Leave the controller appliance powered on so that the View server, AD server, desktop, and client virtual machines can download the support-file packages.
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In the User Name: field, enter the vCenter user name. NOTE Make sure this user has the permissions required in order to perform the View Planner operations (power on and off, clone, and so on) in the datacenter you will specify in Step 8, below.
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In the Password: field, enter the vCenter password. In the Datacenter: field, enter the name of the vCenter datacenter to be used for these tests. NOTE View Planner 2.0 does not support simultaneous use of more than one datacenter.
Follow these steps to configure the View Planner View and Active Directory settings: NOTE Even if you wont be using View, you must still configure Active Directory settings. 1 2 3 4 5 6 7 8 While still on the controller appliance web page, under Configuration, select the View / AD button. This will bring you to the AD Information and View Information window. In the AD IP Address/Name: field, enter the IP address or the host name of the Active Directory server you will be using for this View Planner test setup. In the AD Domain Name: field, enter the active directory domain name you will be using for this View Planner test setup. In the View IP Address/Name: field, enter the IP address or the host name of the View server. In the User Name: field, enter the View server user name. In the Datacenter: field, enter the name of the View server data center to be used for these tests. In the Password: field, enter the View server administrator password. Click the Save button at the bottom of the screen. At this point the controller appliance will prepare packages for use in subsequent steps. This process will take a few minutes.
Change Security Settings for the View Server Host Operating System
Follow the instructions in the next two sections to change security settings for the host operating system in which you will be running View Server.
NOTE These instructions assume you have already: installed an appropriate version of Windows Server (see vSphere Server, View Composer, and Host Operating System Versions on page 17), added the system to the private domain on which your vCenter Server and desktop virtual machines will reside, and installed View Server 4.5 on it (as described in the View Server 4.5 installation guide at: http://www.vmware.com/pdf/view45_installation_guide.pdf).
Disable Open File Security Warning for the View Server Host Operating System
1 2 3 4 5 Log in to the View Server host operating system as administrator. Open the Control Panel (Start > Settings > Control Panel). Double-click Internet Options. In the Internet Properties window, select the Security tab. Click the Custom level... button.
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Scroll down to Miscellaneous > Launching applications and unsafe files, and change the setting to Enable (not secure). Click OK to close the Security Setting - Internet Zone window. At the Are you sure you want to change the settings for this zone? warning, click Yes. At the Internet Properties window, click OK. Close the Control Panel.
Disable Internet Explorer Security Settings Check for the View Server Host Operating System
1 Start gpedit: a b c 2 3 4 5 6 From the Start menu, select Run. In the Run window, type gpedit.msc. Click OK. There might be a significant delay before the window opens.
In the left pane of the Group Policy Object Editor window, expand Local Computer Policy > Computer Configuration > Administrative Templates > Windows Components. Still in the left pane, click Internet Explorer. In the right pane, scroll down to Turn off the Security Settings Check feature, right-click it, and select Properties. In the Turn off the Security Settings Check feature Properties window, select Enabled, then click OK. Close the Group Policy Object Editor window.
Install .NET 3.5 and PowerShell 1.0 in the View Server Host Operating System
Perform the following steps to install .NET 3.5 and PowerShell 1.0 in the View Server system. 1 Download the Microsoft .NET framework 3.5 from:
http://www.microsoft.com/downloads/details.aspx?FamilyID=333325fd-ae52-4e35-b531-508d977d32a6
and install it on the View Server system, following the instructions on the above download page. 2 Download Windows PowerShell 1.0 from:
http://www.microsoft.com/downloads/details.aspx?familyid=10EE29AF-7C3A-4057-8367-C9C1DAB6E2BF
and install it on the View Server system, following the instructions on the above download page. 3 Set the Execution Policy to allow scripts to run, as follows: a b c Open PowerShell (Start > All Programs > Windows PowerShell 1.0 > Windows PowerShell). From within the PowerShell command window run the following command: Set-ExecutionPolicy unrestricted Close the PowerShell command window.
Add the View server to the private dedicated domain you created for these tests. Log into the View server system as administrator.
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Make sure the msvcp71.dll file is present: In 32-bit Windows systems, it should be in C:\windows\system32. In 64-bit Windows systems, it should be in C:\windows\SysWow64. If the msvcp71.dll file isnt present, obtain it as follows: a Get a 32-bit Windows VMware Tools .iso file for ESX 3.5 from: http://packages.vmware.com/tools/esx (Any available 3.5 update is fine.) For example: ESX 3.5u5 > windows > x86 > VMware-tools-windows-3.5.0-207095.iso b Mount the .iso file in a virtual machine. If it automatically tries to start a VMware Tools installation, simply cancel the installation (or acknowledge the warning about a newer version). From within the virtual machine, open the .iso (from My Computer right-click on the VMware Tools CD drive and select Open). Depending on which .iso you downloaded, the msvcp71.dll should be in either \System32 or \program files\VMware\VMware Tools. Copy the msvcp71.dll file to: C:\windows\system32 (in 32-bit Windows systems) C:\windows\SysWow64 (in 64-bit Windows systems)
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From within the View server, open Internet Explorer (Start > Programs > Internet Explorer). Still at Internet Explorer, browse to the static IP address you assigned to the controller appliance in Prepare the View Planner Controller Appliance, the View Server, and the AD Server on page 23. When the controller appliance web page appears, log-in using the default credentials: Login: root Password: abc123 Click the Download button. Click Packages. Select the View Server Agent Installation Package. When Internet Explorer asks where to save the file, select the desktop. When the download is complete, close Internet Explorer. Open the zip file you just downloaded and extract the contents to a new folder you create on the desktop. Open the newly-created folder and double-click the ViewServerInstall.exe file. When the setup is complete, a Command Prompt window opens on the screen. No user input is required in this window it simply indicates that the View Planner agent setup process is complete.
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In the Edit View Connection Server Settings window, enter your View Server IP address and port in the External URL: field using the following format: https://xxx.xxx.xxx.xxx:443 where xxx.xxx.xxx.xxx is the IP address of your View server. Click OK.
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Disable Internet Explorer Security Settings Check for the Active Directory Host Operating System
NOTE These instructions are for Windows Server 2003. Other operating systems will be slightly different. 1 Start gpedit: a b c 2 3 4 5 6 From the Start menu, select Run. In the Run window, type gpedit.msc. Click OK. There might be a significant delay before the window opens.
In the left pane of the Group Policy Object Editor window, expand Local Computer Policy > Computer Configuration > Administrative Templates > Windows Components. Still in the left pane, click Internet Explorer. In the right pane, scroll down to Turn off the Security Settings Check feature, right-click it, and select Properties. In the Turn off the Security Settings Check feature Properties window, select Enabled, then click OK. Close the Group Policy Object Editor window.
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In the Registry Editor, navigate to: HKEY_LOCAL_MACHINE SOFTWARE Microsoft Windows NT CurrentVersion Winlogon DefaultDomainName Right-click on the DefaultDomainName registry entry and select Modify. Select and copy the entry in Value data (right-click, select Copy), then click OK. Back in the Registry Editor, navigate to: HKEY_LOCAL_MACHINE SOFTWARE Wow6432Node Microsoft Windows NT CurrentVersion Winlogon DefaultDomainName NOTE If the DefaultDomainName registry entry doesn't exist, create a new key under Winlogon, of type String Value, and name it DefaultDomainName. To do this: With Winlogon selected in the left pane, from the menu select Edit > New > String Value, enter DefaultDomainName, and press <Enter>.
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In the left pane, right-click on the DefaultDomainName registry key and select Modify. At the Edit String window, in the Value data field, paste the DefaultDomainName you determined above. Click OK. Close the Registry Editor.
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Create, Configure, and Test the Desktop and Client Virtual Machine Templates
This section describes how to create the templates for the desktop and client virtual machines and then prepare them for cloning. NOTE Though these virtual machines will be used as templates from which to clone other virtual machines, these are not traditional templates as vCenter uses that term.
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In the Profile Name: field, enter Test Profile. Select all applications by adding a checkmark to every box. Leave Multimedia Application set to Slow.
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In the Iterations: field, enter 1. In the Think time: field, enter 20. Click the Save button. At the Client Configuration was Saved! popup, click close.
Select Run in the left menu. Under Run, select the Run Test button. This will bring you to the Run Profiles window. Click the Create New button. This will open the New Profile window. a b c d In the Profile Name: field, enter Test Profile. In the Number of VMs: field, enter 1. In the Desktop Name Prefix: field, enter the name of the desktop template virtual machine you created in Create the Desktop Template Virtual Machine on page 31 (typically golden_desktop). In the Ramp up time: field, enter the maximum delay, in seconds, between clicking the Run Test button and the start of the test on individual desktop virtual machines. (When the Run Test button is clicked, each desktop virtual machine will begin running the test after a randomly-selected delay of between zero seconds and the number of seconds entered in this field.) Choose a test type by selecting either the Local or Remote radio button. NOTE For the most thorough test, we recommend choosing Remote. However, if you will be performing only Local mode tests, and thus did not create a client template virtual machine, you must choose Local in this step. f g h For remote tests, select RDP from the display protocol drop-down menu. For remote tests, enter the name of the client template virtual machine you created in Create the Client Template Virtual Machine on page 32 (typically golden_client). In the AD Group Settings field, for Name enter Test, for Workload Profile select the Test Profile workload profile you created above, for %VMs enter 100, then click the Add Group button. NOTE This group will be added to your AD setup once the run is executed. i Click the Save button.
If you need to restart the run, follow the instructions in Miscellaneous Tips on page 69. 3 4 5 Repeat the testing until you get a complete run with no user intervention required (indicated by a Run completed notification). Shut down both the desktop and client template virtual machines, then take snapshots of each one in this known-good state. Now that you have successfully completed a test of the template virtual machines, you are ready to provision virtual machines for larger tests, as described in Provision the Virtual Machines on page 35.
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In the Number of VMs: field, enter the number of virtual machines to provision for the tests. Create a customization specification, as described in Appendix B, Create a Customization Specification, on page 63, then, in the Customization Spec Name: field, enter the name you gave to the customization specification. In the Use Linked Clones checkbox, leave or remove the check to use or not use linked clones, respectively. Using linked clones significantly reduces the storage capacity required for View Planner tests. In Select Host/Cluster Configuration: choose the radio button for either Host Range, Host List, or Cluster List. For Host Range: a b c d In the Host Name Prefix: field, enter the prefix used for the host names. For example, if your first host is host1.domainmame.com, you would enter host here. In the Host Domain: field, enter the name of the domain in which your hosts reside. For example, if your first host is host1.domainmame.com, you would enter domainname.com here. In the Host Range Start: field, enter the numeric portion of the lowest-numbered host. For example, if your first host is host1.domainmame.com, you would enter 1 here. In the Host Range End: field, enter the numeric portion of the highest-numbered host. For example, if your last host is host100.domainmame.com, you would enter 100 here.
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For Host List or Cluster List, select the hosts or clusters to use from the provided list. NOTE To select multiple hosts for Host List or multiple clusters for Cluster List, hold down the <Ctrl> key and left click the mouse on each desired entity. 10 In the Datastore: field, enter the name of the datastore to use for the virtual machines you will be creating. This must be the datastore that already contains the golden desktop virtual machine (that is, the template). The datastore name is the text between the brackets in the template path from Step 5 above (in that example, the datastore name would be vdi-e2e-new). In the MaxVMsPerHost: field, enter the maximum number of virtual machines to create per ESX host. Click the Provision button. NOTE There may be a significant delay as View Planner provisions the virtual machines. This delay is increased when provisioning a large number of systems, and may be more noticeable when provisioning Windows 7 virtual machines. Provisioning status can be monitored through the vSphere Client, where status messages are displayed. 13 Once provisioning is complete (indicated by a popup window saying Provisioning completed successfully), proceed to Chapter 2, View Planner Execution, on page 39. NOTE After the Provisioning completed... message appears you should allow time for vCenter to sysprep and power-on the virtual machines before you start a run. In some cases this can take a substantial amount of time. If you are provisioning fewer than 100 virtual machines you can watch your ESX hosts CPU usage; completion will be indicated by a significant and sustained drop. If you are provisioning more than 100 virtual machines, leave them to complete overnight.
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In the Template Snapshot Name: field, enter the path to the snapshot. For example, if there are three snapshots, named snap1, snap2, and snap3, to use snap3 you would enter snap1/snap2/snap3. In the Number of VMs: field, enter the number of VMs to provision for the tests. In Select Host/Cluster Configuration: choose the radio button for either Host List, or Cluster List then select the host or cluster to use from the provided list. In the Datastore: field, enter the name of the datastore to use for the virtual machines you will be creating. Click the Provision button. There may be a significant delay as View Planner provisions the virtual machines, especially if you are provisioning a large number. Configure View Server to perform up-front provisioning of all virtual machines, as follows: a Using a web browser, connect to the View Server using the following URL: xxx.xxx.xxx.xxx/admin Where xxx.xxx.xxx.xxx is the IP address of the View Server host. Log in to the View Server web interface as administrator. At the left portion of the window, expand Inventory and click Pools. In the right portion of the window, select the pool you just created. Click the Edit... button at the top of the window. In the Edit window, under the Provisioning Settings tab, select the Provision all desktops up-front radio button. Click OK.
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Monitor the View administration page (as described in Troubleshoot Provisioning Using View on page 66) for completion of the provisioning, which will be indicated by all the virtual machines reaching Connected, Provisioned, or Available. In some cases this can take a substantial amount of time. Once provisioning is complete, proceed to Chapter 2, View Planner Execution, on page 39.
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Once the View Planner controller appliance, the template desktop virtual machine, and the template client virtual machine are configured, you are ready to run View Planner. This chapter describes how to execute a View Planner run.
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Your new configuration is now available in the Workload Profiles drop-down menu.
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In the AD Group Settings field, enter the AD name, select a workload profile, enter the percentage of the virtual machines in this test that should use this workload profile, and click the Add Group button. Repeat this step until your groups total 100%. NOTE These groups will be added to your AD setup once the run is executed.
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Select a run profile: a b c Select the desired run profile from the drop-down menu. Click the Load button. Close the Existing Profile pop up window by clicking the Cancel button.
Click the Run Test button. NOTE You can monitor the run status, and potentially correct any problems with the run, by immediately proceeding to Monitor a View Planner Run, below.
For more detailed information, click the Get Log button, which will display a live log from the controller appliance, updated every five seconds. By monitoring this log you can quickly see problems and have the opportunity to correct them before they affect your test run. For further details, go to Troubleshoot the Run Test Stage on page 67.
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This chapter describes how to see View Planner results once a run is complete.
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Follow these steps to run the reporting script: 1 2 Boot the View Planner controller appliance. Using the vSphere Client to access the console of the View Planner controller appliance, log-in to the controller appliance. The default credentials are: Login: root Password: vmware From a command line interface in the controller appliance, run the following: cd /root/ViewPlanner python ./report.pyc -t <testname> -m <testmode> [-s <starttime>] Where <testname> is the name you gave the test, <testmode> is remote, passive, or local, and <starttime> is the date and time the test was started. NOTE Running python ./report.pyc -a will output a list of all tests available to the reporting script. For example, the command: python ./report.pyc -t SS-NE-1 -m local -s "2010-04-15 17:11:34" would run the reporting script on a test named SS-NE-1 that was run in local mode on 2010-04-15 at 17:11:34. For additional help using the reporting script, make sure you are in the /root/ViewPlanner directory and type: python ./report.pyc -h
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This appendix provides information about creating the desktop and client template virtual machines. These templates will later automatically be cloned by View Planner. NOTE Though these virtual machines will be used as templates from which to clone other virtual machines, these are not traditional templates as vCenter uses that term. You will need to perform the tasks in this appendix twice: once to create the client virtual machine template and once to create the desktop virtual machine template
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When asked Which SCSI controller type would you like to use?, select one, then click Next. NOTE We recommend the LSI Logic Parallel SCSI controller. However, the driver for this controller is not included on the Windows XP installation disc. Therefore if you select this adapter type you will need to get the LSI20320-R SCSI host bus adapter driver from http://www.lsi.com/support, copy the driver to a floppy image, and load it onto the virtual machine to install during boot time. Details of this process can be found in the VMware Guest Operating System Installation Guide. This process is not required for Windows 7.
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When asked to Select a Disk, choose the Create a new virtual disk radio button, then click Next. When asked to Specify the virtual disk size and provisioning policy, enter 4GB (for the client template) or 10GB (for the desktop template), leave the Disk Provisioning boxes unchecked, select the Store with the virtual machine radio button, then click Next. When asked to set Advanced Options, leave them unchanged: Virtual Device Node: SCSI (0:0) Mode: Independent: leave unselected Then click Next.
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Format the partition using the NTFS file system. Follow the remaining prompts to install Microsoft Windows, choosing default or otherwise-appropriate settings except in the following cases: a b When asked for your Name and Organization, enter whatever values you wish (View Planner does not use these values). When Windows asks for the product key, enter it. NOTE The key must be one that will work for this virtual machine and any clones that will be created from it. c d e f g When asked for a computer name, enter either golden_client or golden_desktop (depending on whether you are creating the client or desktop virtual machine). When asked for an administrator password, enter: Q1w2e3r4! When asked for network settings, select Typical network settings, then click Next. When given the option of turning on automatic updates, select Not right now, then click Next. When asked who will use this computer, enter any name desired, then click Next.
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When the installation is complete, reboot the system. After the reboot, log in as Administrator. If Administrator is not shown in the login window, add it by following these steps: a b c d Click Start > Run. Enter regedit then click OK. Within the Registry Editor, navigate to HKEY_LOCAL_MACHINE > SOFTWARE > Microsoft > Windows NT > CurrentVersion > Winlogon > SpecialAccounts > UserList. If the right pane does not contain an entry for Administrator: i ii e f g h i In the top menu click Edit > New > DWORD Value. Change the name of the new value to Administrator.
Double Click on Administrator. Set Value data to 1. Click OK. Close the Registry Editor window. Log out (Start > Shutdown > Log off [current user]).
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Set the administrator password: a b c d e f g h Log in as administrator. From Start Menu click Run. Enter lusrmgr.msc, then click OK. Within the left pane of the Local Users and Groups window, double-click Users. In the right pane, right-click Administrator and select Set Password.... At the Set Password for Administrator warning, click Proceed. In the Set Password for Administrator window, enter and confirm the password: Q1w2e3r4! Click OK to close the Set Password for Administrator window.
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In the right pane, double-click Administrator. In the Administrator Properties window, make sure the box next to Password never expires contains a checkmark. Click OK to close the Administrator Properties window. Close the Local Users and Groups window.
If Windows Setup asks for an additional disc you can supply it as follows: a b c d Click the Virtual CDROM(ide0:0) button in the menu bar and select the option that begins with the word Disconnect. Again click the Virtual CDROM(ide0:0) button in the menu bar, this time selecting Connect to ISO image... Browse to the ISO image of the second CD, select it, and click Open. Back within the virtual machine, in the Windows Setup window, click OK and follow the prompts.
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Turn off Windows Firewall by following these steps: a b c d e From the Start menu, select Control Panel. In the Control Panel, click on Network and Internet Connections. In Network and Internet Connections click Change Windows Firewall settings. In the Windows Firewall control panel, click the Off (not recommended) button, then click OK. Close the Network and Internet Connections window.
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Continue following the installation prompts until you are asked to choose a user name and computer name. a b When asked for your user name, enter whatever values you wish (View Planner does not use this value). When asked for a computer name, enter either golden_client or golden_desktop (depending on whether you are creating the client or desktop virtual machine).
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When asked for a password, enter one of your choice. When asked to Help protect your computer and improve Windows automatically, select Ask me later. Continue following the installation prompts until asked to Select your computers current location. Select Work network. When the installation is complete, the system will present the Windows 7 desktop. Activate the Windows 7 installation. The procedure to do this varies and should be accomplished as appropriate for your site. Add Administrator to the login window by following these steps: a Open a command prompt in administrator mode: i ii iii b Start > All Programs > Accessories. Right-click Command Prompt and select Run as administrator. When asked Do you want to allow the following program to make changes to this computer? click Yes.
At the command prompt, type: net user administrator /active:yes The system should respond The command completed successfully. Close the command prompt.
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Set the administrator password: a b c d e f g h i j k l Log out (Start > Shutdown > Log off). Log in as administrator. Open the Local Users and Groups administration panel: Click Start, then in the Search programs and files box, enter lusrmgr.msc. Within the left pane of the Local Users and Groups window, double-click Users. In the middle pane, right-click Administrator and select Set Password.... At the Set Password for Administrator warning, click Proceed. In the Set Password for Administrator window, enter and confirm the password: Q1w2e3r4! Click OK to close the Set Password for Administrator window. In the middle pane, double-click Administrator. In the Administrator Properties window, make sure the box next to Password never expires contains a checkmark. Click OK to close the Administrator Properties window. Close the Local Users and Groups window.
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Turn off Windows Firewall by following these steps: a b From the Start menu, select Control Panel. In the Control Panel, click on System and Security.
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Within Systems and Security click Windows Firewall. In the light blue bar on the left, click Turn Windows Firewall on or off. In the Customize settings for each type of network window, click the Turn off Windows Firewall (not recommended) radio buttons for both Home or work and Private network, then click OK. Close the Control Panel window.
Change the Windows 7 hibernation and power-saving settings by following these steps: a Open a command prompt in administrator mode: i ii iii b c d e f g h Start > All Programs > Accessories. Right-click Command Prompt and select Run as administrator. When asked Do you want to allow the following program to make changes to this computer? click Yes.
At the command prompt, type: powercfg -h off Close the command prompt. Open the Power Options administration panel: Click Start, then in the Search programs and files box, enter powercfg.cpl. In the light blue bar on the left of the Power Options administration panel, click Create a power plan. In the Create a power plan window, select the High performance radio button, enter View Planner under Plan name:, then click Next. In the Change settings for the plan: Always On window, change Turn off display: to Never, make sure Put the computer to sleep: is set to Never, then click Create. Close the Power Options administration panel.
When the Installation Wizard Completed window appears, click Finish. Click Yes to allow the system to be restarted.
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After the system restarts, log in as Administrator and change the display resolution within the virtual machine to 1024x768 and disable all screensavers as follows: a b c d e f g Right click on the desktop and choose Properties. In the Display Properties window, select the Settings tab. Move the Screen resolution slider to 1024x768. Click Apply. At the Monitor Settings pop-up, click Yes to confirm. Back at the Display Properties window, select the Screen Saver tab. In the Screen saver selection box, select (None).
When the Installation Wizard Completed window appears, click Finish. Click Yes to allow the system to be restarted. After the system restarts, log in as Administrator and change the display resolution within the virtual machine to 1024x768 and disable all screensavers as follows: a b c d e f g h i Open the Control Panel (Start > Control Panel). In the Control Panel window, click Appearance and Personalization. In the Appearance and Personalization window, click Display. In the bar on the left, click Adjust resolution. Change the resolution to 1024x768 and click OK. At the Display Settings pop-up, click Keep changes to confirm. Back at the Display window, click the back arrow (upper left corner), to return to Appearance and Personalization. Under Personalization, click Change screen saver. In the Screen Saver Settings window, change the Screen saver setting to (None).
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Update Windows XP
Install Windows updates in the desktop and client virtual machine as follows: 1 2 If youre not still logged in as administrator, do so now. Check which service pack your system is running, and upgrade to SP3 if necessary: a b c d e Open the Control Panel (Start > Settings > Control Panel). Double-click System. In the System Properties window, under the General tab, note the Service Pack the system is running. Click OK to close the System Properties window. If the system is not running Service Pack 3 (SP3), download SP3 (KB936929) from the following link:
http://www.microsoft.com/downloads/details.aspx?familyid=5b33b5a8-5e76-401f-be08-1e1555d4f3d4 f g 3 4 5 Run the SP3 package and follow the instruction to install it. When the SP3 installation is completed, the machine will restart.
Select Start > Windows Update (on some systems, Start > All Programs > Windows Update). Choose the Custom option. Install all available high-priority Windows updates. NOTE If you are asked during the installation process to install Internet Explorer 8.0, agree and follow the installation instructions.
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Repeat the update procedure until no more high-priority Windows updates are available. Only for the client virtual machine, check which version of RDP you are running: a b c d e Browse to C:\WINDOWS\system32. Right-click on mstsc.exe. Select Properties. Select the Version tab. Note the File version.
Again, only for client virtual machine, if the RDP version string is less than 6.1.x, go to this URL and follow the instructions to download and install RDP version 7.0: http://www.microsoft.com/downloads/details.aspx?FamilyId=72158b4e-b527-45e4-af24-d02938a95683& displaylang=en NOTE The RDP 7.0 client (the minimum version that should be used with View Planner 2.0) shows a version string of 6.1.7600.16385.
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Update Windows 7
Install Windows updates in the desktop virtual machine as follows: 1 2 3 4 5 6 7 8 9 10 11 Still logged in as administrator, select Start > Control Panel. In the Control Panel, click on System and Security. Within Systems and Security click Windows Update. In the light blue bar on the left, click Change settings. Under Important updates, select Never check for updates (not recommended). Click OK. In the light blue bar on the left, click Check for updates. In the Customize settings for each type of network window, click the Turn off Windows Firewall (not recommended) radio buttons for both Home or work and Private network, then click OK. Close the Control Panel window. Install all available Important Windows updates, accepting agreements and restarting the system as needed. Repeat the update procedure until no additional Important Windows updates are available.
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NOTE Do not update Microsoft Office 2007 with any service packs. View Planner has only been tested with the initial release version. 4 Install and configure Mozilla Firefox: a b c d e f g 5 Download and perform a default installation of Mozilla Firefox (version 3.6.x). Make Firefox your default browser. Start Firefox, then go to Tools > Options. Select Advanced. Select the Update tab. Under Automatically check for updates to: unselect the three checkboxes (Firefox, Add-ons, and Search Engines). Click OK. Close Firefox.
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If you leave Independent unselected (which is the default) you must check the box labeled Use linked clones for data disk on the Provisioning using vCenter page (which is also the default). If you select Independent, the data disk will not be affected by snapshots and you must uncheck the Use linked clones for data disk box on the Provisioning using vCenter page. NOTE Selecting Independent for the data disk will cause the View Planner test to take significantly more time during the setup phase (while it creates full copies of the data disk), and will use significantly more storage resources. However, this configuration might be more representative of some real world deployments. 10 11 12 13 14 15 16 17 18 19 20 21 Click Next. Click Finish. Power on the desktop virtual machine. Log in as administrator. Windows XP: From Start Menu click Run. Windows 7: From Start Menu click All Programs > Accessories > Run. Enter compmgmt.msc, then click OK. When the Computer Management window appears, select Disk Management. When the Initialize and Convert Disk Wizard appears, click Next. For Windows XP only, in the Select Disks to Initialize window, Disk 1 should already be selected. Click Next. For Windows XP only, in the Select Disks to Convert window, Disk 1 should already be unselected. Click Next. For Windows XP only, in the Completing the Initialize and Convert Disk Wizard window, click Finish. Back at the Computer Management window, right click within the Disk 1 partition block (on the right). Windows XP: Select New Partition. Windows 7: Select New Simple Volume. When the Welcome to the New Partition Wizard appears, click Next. In the Select Primary Partition Type window, select the Primary partition radio button, then click Next. In the Specify Partition Size window: Windows XP: Leave the Partition size at 1020 MB, then click Next. Windows 7: Set the Partition size to 1021 MB, then click Next. In the Assign Drive Letter or Path window, select drive letter E, then click Next. In the Format Partition window, select NTFS file system, Default allocation unit size, set the volume label to datadisk, then click Next. In the Completing the New Partition Wizard window, click Finish. Close the Computer Management window.
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Log into the VMware ESX service console. NOTE If you are running ESXi, see VMware Knowledge Base article #1003677 (http://kb.vmware.com/kb/1003677) for instructions on how to access a command-line interface.
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Using the vi editor, open the .vmx file for this template virtual machine (this will be either golden_client.vmx or golden_desktop.vmx, depending on which you are creating). At the bottom of the file, insert the following line: monitor_control.pseudo_perfctr = 1 Save the .vmx file and exit the text editor.
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14 Back at the Control Panel, click System and Security. 15 In the System and Security window, click System.
16 In the light-blue bar on the left, click Advanced system settings. 17 18 19 20 21 22 23 At the System Properties window, select the Computer Name tab. Click the Change button. In the Computer name: field, enter golden_desktop. Under Member of, select the Domain radio button, add the View/AD domain name, then click OK. At the credential window enter the appropriate AD administrator credentials, then click OK. At the Restart System window, click Yes. Turn off Windows Firewall by following these steps: NOTE These are the same steps already performed during the Windows 7 installation, but they need to be repeated after the Windows system is added to the domain. a b c d e f From the Start menu, select Control Panel. In the Control Panel, click on System and Security. Within Systems and Security click Windows Firewall. In the light blue bar on the left, click Turn Windows Firewall on or off. In the Customize settings for each type of network window, click the Turn off Windows Firewall (not recommended) radio buttons for both Home or work and Private network, then click OK. Close the Control Panel window.
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For Windows 7, perform the following steps: To disable the Open file - Security warning follow these steps: 1 2 3 4 5 6 7 8 9 10 Open the Control Panel (Start > Control Panel). Click on Network and Internet. Click on Internet Options. Click the Security tab Click the Custom level... button. Scroll down to Miscellaneous > Launching applications and unsafe files, and change the setting to Enable (not secure). Click OK to close the Security Setting - Internet Zone window. At the Are you sure you want to change the settings for this zone? warning, click Yes. At the Internet Properties window, click OK. Close the Control Panel.
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In the left pane of the Local Group Policy Editor window, expand Local Computer Policy > Computer Configuration > Administrative Templates > Windows Components. Still in the left pane, click Internet Explorer. In the right pane, scroll down to Turn off the Security Settings Check feature, right-click it, and select Edit. In the Turn off the Security Settings Check feature window, select Enabled, then click OK. Close the Local Group Policy Editor window.
Configure Windows visual settings: a b c d e f g h i j Click on Start menu Select Control Panel. In the right pane, click System and Security. In the right pane, click System. In the left pane, click Advanced system settings. Under the Advanced tab, in the Performance section, click the Settings button. Under the Visual Effects tab select the Let Windows choose whats best for my computer radio button, then make sure the Use visual styles on windows and buttons option is selected. Click OK to close the Performance Options window. Click OK to close the System Properties window. Close the Control Panel window.
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In the left pane of the Local Group Policy Editor window, expand Local Computer Policy > Computer Configuration > Windows Settings > Security Settings > Local Policies. Still in the left pane, under Local Policies, click Security Options. In the right pane, make the following changes: a Find User Account Control: Behavior of the elevation prompt for administrators in Admin Approval Mode, right-click the policy, select Properties, set the value to Elevate without prompting, and click OK. Find User Account Control: Detect application installations and prompt for elevation, right-click the policy, select Properties, select the Disabled radio button, and click OK. Find User Account Control: Only elevate UIAccess applications that are installed in secure locations, right-click the policy, select Properties, select the Disabled radio button, and click OK. Find User Account Control: Run all administrators in Admin Approval Mode, right-click the policy, select Properties, select the Disabled radio button, and click OK.
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Close the Local Group Policy Editor window. Restart the virtual machine.
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This appendix describes creation of the customization specification required when View Planner uses vCenter for virtual machine provisioning.
On the system where your version 4.x vCenter Server is running, extract all ten files from the package into the following directory: For Windows Server 2003 systems: C:\Documents and Settings\All Users\Application Data\VMware\VMware VirtualCenter\sysprep\xp For Windows Server 2008 systems: C:\ProgramData\VMware\VMware VirtualCenter\sysprep\xp
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In the Windows License window, enter a Product Key, unselect Include Server License Information, then click Next. In the Administrator Password window, enter and confirm Q1w2e3r4! as the password for the administrator account, select Automatically log on as the Administrator, set the number of times to logon automatically to 100, then click Next. In the Time Zone window, select your time zone, then click Next. In the Run Once window, enter C:\psysprep.bat, click Add, then click Next. In the Network window, select the Custom settings radio button, then click Next. In the Network Interface Customizations window, select NIC1, choose Use DHCP, choose Use the following DNS server addresses, enter your DNS server IP addresses, then click Next. In the Workgroup or Domain window, select the Windows Server Domain radio button, enter the private dedicated domain you will be using for your View Planner tests, enter Administrator for username, enter and confirm the administrator password for the domain, then click Next. In the Operating System Options window, make sure Generate New Security ID (SID) is selected, then click Next. In the Ready to Complete window, click Finish.
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Troubleshooting
General Troubleshooting
The error.log File
Throughout the troubleshooting process the View Planner controller appliance writes status details about the current state to a log file. This file can be viewed through the controller appliance web interface (Run > Run Test > Get Status > Get Log), or by looking directly at the file (/root/ViewPlanner/error.log). By monitoring this file you can detect issues that arise during the process of registering virtual machines. Beginning with the IP address of a problem virtual machine obtained from this log file, you can use vCenter to access the virtual machine, then potentially resolve the issue thats keeping the machine from registering. If done quickly, this can allow a problem virtual machine to be used in the current run. More details about error.log entries are included in the sections below addressing troubleshooting during specific stages of View Planner use.
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Appendix C Troubleshooting
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2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19 2010-07-19
The entries that indicate Not Uploaded are those for which the appliance is still waiting. Investigating these virtual machines might reveal a problem that can be addressed, unblocking the results uploading and allowing the test to complete.
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Appendix C Troubleshooting
Once the agent is running in both the View Server and the Active Directory Server, return to the View Planner controller appliance and restart the appliance service with the following command: $ service vdiappd restart
If you see such text, restart the appliance service on the controller appliance by running the following command: service vdiappd restart
Miscellaneous Tips
In order to know when a test run is having problems, it is useful to know approximately how long the run should take. You can estimate this as follows: If you are using the full set of View Planner applications, and have configured a 20-second think time, each iteration should take about four hours. If you multiply the number of iterations by this time then add a buffer of about 5%, this gives you a reasonable window. If this amount of time has elapsed and the run has not completed, you can suspect that something is wrong and begin using the tools and techniques described above to investigate. If you figure out an error and fix any minor issues, we recommend you restart the appliance service on the controller appliance by running the following command: service vdiappd restart Then resume the same process where you left off and see if the error reappears. If the problem persists, send a screenshot of the View Planner web page and the error.log file to [email protected]. To restart a new run from scratch, use the Reset button on the Run Test web page or manually power-off the clones and delete them from the disk in vCenter, then restart the appliance service using the command: service vdiappd restart
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