Nick Marshall with Grant Orchard Josh Atwell Foreword by Scott Lowe Mastering VMware VSphere 6 SYBEX
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Acquisitions Editor: Mariann Barsolo Development Editor: Stephanie Barton Technical Editor: Jason Boche Production Editor: Dassi Zeidel Copy Editor: Liz Welch Editorial Manager: Mary Beth Wakefield Production Manager: Kathleen Wisor Associate Publisher: Jim Minatel Book Designer: Maureen Forys, Happenstance Type-O-Rama; Judy Fung Proofreader: Rebecca Rider Indexer: Ted Laux Project Coordinator, Cover: Brent Savage Cover Designer: Wiley Cover Image: © Getty Images, Inc. / Color Blind Images Copyright © 2015 by John Wiley & Sons, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-1-118-92515-7 ISBN: 978-1-118-92517-1 (ebk) ISBN: 978-1-118-92516-4 (ebk) No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions. Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read. For general information on our other products and services or to obtain technical support, please contact our Customer Care Department within the U.S. at (877) 762-2974, outside the U.S. at (317) 572-3993 or fax (317) 572-4002. Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at http://booksupport.wiley.com. For more information about Wiley products, visit www.wiley.com
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Library of Congress Control Number: 2015930535 TRADEMARKS: Wiley, the Wiley logo, and the Sybex logo are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. VMware vSphere is a registered trademark of VMware, Inc. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book
i dedicate this book to my wife Natalie You are the most precious and loving wife i could ever ask for This year has been made easier thanks to your kind and patient heart i also dedicate this book to my son Ethan, and my soon-to-arrive daughter Thank you for giving up some daddy time; now let's go and play Nick marshall
I dedicate this book to my wife Natalie. You are the most precious and loving wife I could ever ask for. This year has been made easier thanks to your kind and patient heart. I also dedicate this book to my son Ethan, and my soon-to-arrive daughter. Thank you for giving up some daddy time; now let's go and play. —Nick Marshall
Acknowledgments As I write this, i realize it has been over two years since i started writing in earnest for the 5.5 revision of the mastering vSphere series. In late 2012, Scott Lowe graciously handed me the mantle of keeping this tome up to date. In some ways it feels like it was yesterday but in others it feels like an eternity i was a few months into my new role as a consultant at vMware in Sydney, my son was only nine months old, and I had landed this huge writing opportunity. Since that time, I've updated this book twice, VMware relocated my family and me to palo alto, and i now have a lively three-year-old and baby girl on the way! Throughout all of this craziness, my wife has been my rock. always there when i need assistance(and coffee) after a long night of writing, always sympathetic when my lab or Word crashed for the umpteenth time and always, always patient and understanding when I couldn t spend time with her due to juggling work and writing. Nat, you're an amazing woman without whom i simply could not manage life. You are my everything; this project would not have happened without you (again) Thanks to my contributing authors and good friends, Grant Orchard and Josh Atwell. Grant thank you for taking on a large chunk of the work -there is no way i could have managed it all myself. Josh, thank you for your support again. Both of you are experts in your fields and i thank you for sharing that knowledge with the readers; they are better equipped because of your generosity. I would also like to thank elizabeth Watson and Stephanie atwell. I'm not sure if it's a coincidence or not but all three of our families were pregnant, moved house, and changed jobs in the process of writing this book. On behalf of grant and Josh, we thank you for all that you do in our lives and plan to spend some more quality time with you going forward While not contributing to this revision directly, Scott Lowe's work is still very much evident in this series. He gave me a very solid foundation from which to build. Thank you again, Scott, for your previous work, your continued support, and for writing the foreword. I look forward to working together more directly at some time in the future Id also like to thank my technical editor, Jason Boche. Jason, your insight Cand witty editing comments) never cease to amaze and bring a smile to my face. I'm glad you were on board with me for this journey
Acknowledgments As I write this, I realize it has been over two years since I started writing in earnest for the 5.5 revision of the Mastering vSphere series. In late 2012, Scott Lowe graciously handed me the mantle of keeping this tome up to date. In some ways it feels like it was yesterday, but in others it feels like an eternity. I was a few months into my new role as a consultant at VMware in Sydney, my son was only nine months old, and I had landed this huge writing opportunity. Since that time, I’ve updated this book twice, VMware relocated my family and me to Palo Alto, and I now have a lively three-year-old and a baby girl on the way! Throughout all of this craziness, my wife has been my rock. Always there when I need assistance (and coffee) after a long night of writing, always sympathetic when my lab or Word crashed for the umpteenth time and always, always patient and understanding when I couldn’t spend time with her due to juggling work and writing. Nat, you’re an amazing woman without whom I simply could not manage life. You are my everything; this project would not have happened without you (again). Thanks to my contributing authors and good friends, Grant Orchard and Josh Atwell. Grant, thank you for taking on a large chunk of the work—there is no way I could have managed it all myself. Josh, thank you for your support again. Both of you are experts in your fields and I thank you for sharing that knowledge with the readers; they are better equipped because of your generosity. I would also like to thank Elizabeth Watson and Stephanie Atwell. I’m not sure if it’s a coincidence or not, but all three of our families were pregnant, moved house, and changed jobs in the process of writing this book. On behalf of Grant and Josh, we thank you for all that you do in our lives and plan to spend some more quality time with you going forward! While not contributing to this revision directly, Scott Lowe’s work is still very much evident in this series. He gave me a very solid foundation from which to build. Thank you again, Scott, for your previous work, your continued support, and for writing the foreword. I look forward to working together more directly at some time in the future. I’d also like to thank my technical editor, Jason Boche. Jason, your insight (and witty editing comments) never cease to amaze and bring a smile to my face. I’m glad you were on board with me for this journey
Once again the team at wiley /sybex have been so supportive. Mariann Barsolo, thank you for your guidance and support; Stephanie Barton and Dassi Zeidel and the rest of the editing team thank you for all that you did to ensure the quality of this work. Your attention to detail is second to none Internal to VMware, I was helped by so many people. I'dlike to thank manish Patel for his internal review. Thanks also to william lam and alan renouf- your lunchtime banter always keeps me sane. Cormac Hogan, Rawlinson Rivera, Doug Baer, Ryan Johnson, and Tim Gleed thanks for answering my spontaneous questions without context And to those I havent named, the hallway conversations, the quick emails to verify settings and the iMs late at night. Thank you to all, your assistance made a real difference There is also a list of v Experts who reviewed some late drafts of this work that I very much appreciated. Although I couldnt incorporate all of their feedback, having a fresh set of eyes look over things certainly helped. Thank you to the following eXperts DerekSeaman-www.derekseaman.com AtherBeg-atherbeg.com ChristopherKusek-pkguild.com KeiranShelden-www.readysetvirtual.com Kyleruddy-www.thatcouldbeaproblem.com Steve Flanders-sflanders net PaulBraren-www.tinkertry.com David hanacek-transformation emc2at Abdullah abdullah-notes doodzzz net Finally, Id like to thank the VMware community as a whole. To all the bloggers, speakers, tweeters, and podcasters: without you all, I would never have started down this road Nick marshall
Once again the team at Wiley/Sybex have been so supportive. Mariann Barsolo, thank you for your guidance and support; Stephanie Barton and Dassi Zeidel and the rest of the editing team, thank you for all that you did to ensure the quality of this work. Your attention to detail is second to none. Internal to VMware, I was helped by so many people. I’d like to thank Manish Patel for his internal review. Thanks also to William Lam and Alan Renouf— your lunchtime banter always keeps me sane. Cormac Hogan, Rawlinson Rivera, Doug Baer, Ryan Johnson, and Tim Gleed, thanks for answering my spontaneous questions without context. And to those I haven’t named, the hallway conversations, the quick emails to verify settings and the IMs late at night. Thank you to all, your assistance made a real difference. There is also a list of vExperts who reviewed some late drafts of this work that I very much appreciated. Although I couldn’t incorporate all of their feedback, having a fresh set of eyes look over things certainly helped. Thank you to the following vExperts: Derek Seaman—www.derekseaman.com Ather Beg—atherbeg.com Christopher Kusek—pkguild.com Keiran Shelden—www.readysetvirtual.com Kyle Ruddy—www.thatcouldbeaproblem.com Steve Flanders—sflanders.net Paul Braren—www.tinkertry.com David Hanacek—transformation.emc2.at Abdullah Abdullah—notes.doodzzz.net Finally, I’d like to thank the VMware community as a whole. To all the bloggers, speakers, tweeters, and podcasters: without you all, I would never have started down this road. —Nick Marshall
About the Author Nick Marshall is an integration architect with over 15 years IT experience He holds multiple advanced it certifications, including VMware Certified Advanced Professional 5-Datacenter Administrator (VCAP5-DCA) and VMware Certified Advanced Professional 5-Datacenter Design(VCAP5 DCD). He is currently working for VMware in the SDDC Design and Test engineering group. Previously, Nick has worked in a number of roles, ranging from computer assembler, to infrastructure architect, to product manager. Nick loves to solve business problems with technical solutions Outside of his day job, Nick continues to work on his passion for virtualization by helping run the most popular virtualization podcast, ubroWnBag,writingonhispersonalblogatwww.nickmarshall.com.au,and writinghow-toarticlesonwwwlabguides.com.Youcanalsofindhim speaking at industry conferences such as VMUG(VMware User group) and PEX (Partner Exchange). To recognize his contributions to the vmware community, Nick has been awarded the vExpert award for 2012, 2013, 2014 and 2015 Nick lives with his wife Natalie and son ethan in Palo alto. california
About the Author Nick Marshall is an integration architect with over 15 years’ IT experience. He holds multiple advanced IT certifications, including VMware Certified Advanced Professional 5—Datacenter Administrator (VCAP5-DCA) and VMware Certified Advanced Professional 5—Datacenter Design (VCAP5- DCD). He is currently working for VMware in the SDDC Design and Test engineering group. Previously, Nick has worked in a number of roles, ranging from computer assembler, to infrastructure architect, to product manager. Nick loves to solve business problems with technical solutions. Outside of his day job, Nick continues to work on his passion for virtualization by helping run the most popular virtualization podcast, vBrownBag, writing on his personal blog, at www.nickmarshall.com.au, and writing how-to articles on www.labguides.com. You can also find him speaking at industry conferences such as VMUG (VMware User Group) and PEX (Partner Exchange). To recognize his contributions to the VMware community, Nick has been awarded the vExpert award for 2012, 2013, 2014, and 2015. Nick lives with his wife Natalie and son Ethan in Palo Alto, California
About the contributors The following individuals also contributed to this book Grant Orchard( Chapters 5, 7, 8, 11, and 12) is a systems engineer for VMware focusing on their Cloud automation portfolio. he is an active member of the australian virtualization community and has been involved with the local chapters of the VMUG and u Brownbag community podcasts Grants holds the VMware Certified Advanced Professional 5 design and Administration certifications for both Datacenter Virtualization (vCA-DCD VCAP-DCA) and Cloud (VCAP-CIA, VCAP-CID) He recently became a father for the second time and, despite the sleep deprivation, loves to get quality time with his wife liz and two children, all of whom have been incredibly patient with the time he has spent working on this book. When he' s not trying the latest fad diet, he blogs at grantorchard. com and engages with the virtualization community on Twitter (@grantorchard) Josh atwell( Chapter 14)is a Cloud architect at SolidFire, focused on integration with automation platforms and management tools. He has worked hard for over a decade to allow little pieces of code to do his work for him. Now he focuses on building code and tools to help others. Josh has been highly active in the virtualization and datacenter communities, where he can be seen regularly on podcasts such as Engineers Unplugged and uBrown Bag, and as a co-host of the VUPaas podcast He also still works actively with various technical user groups Never known for lacking an opinion, he blogs at tesseract. com and talks shop on Twitter as @Josh_Atwell. When not working, he enjoys spending time with his three children and his supportive wife Stephanie
About the Contributors The following individuals also contributed to this book. Grant Orchard (Chapters 5, 7, 8, 11, and 12) is a systems engineer for VMware, focusing on their Cloud Automation portfolio. He is an active member of the Australian virtualization community and has been involved with the local chapters of the VMUG and vBrownbag community podcasts. Grants holds the VMware Certified Advanced Professional 5 Design and Administration certifications for both Datacenter Virtualization (VCA-DCD, VCAP-DCA) and Cloud (VCAP-CIA, VCAP-CID). He recently became a father for the second time and, despite the sleep deprivation, loves to get quality time with his wife Liz and two children, all of whom have been incredibly patient with the time he has spent working on this book. When he’s not trying the latest fad diet, he blogs at grantorchard.com and engages with the virtualization community on Twitter (@grantorchard). Josh Atwell (Chapter 14) is a Cloud Architect at SolidFire, focused on integration with automation platforms and management tools. He has worked hard for over a decade to allow little pieces of code to do his work for him. Now he focuses on building code and tools to help others. Josh has been highly active in the virtualization and datacenter communities, where he can be seen regularly on podcasts such as Engineers Unplugged and vBrownBag, and as a co-host of the VUPaaS podcast. He also still works actively with various technical user groups. Never known for lacking an opinion, he blogs at vtesseract.com and talks shop on Twitter as @Josh_Atwell. When not working, he enjoys spending time with his three children and his supportive wife Stephanie
CONTENTS foreword Introduction What Is Covered in This Book The Mastering Series The hardware behind the book Who Should Buy This Book How to Contact the author Chapter 1: Introducing VMware vSphere 6 Exploring VMware vSphere 6.0 Why Choose vSphere? The Bottom Line Chapter 2: Planning and Installing VMware ESXi Planning a vMware vSphere Deployment Depl ploying VMware ESXi Performing Postinstallation Configuration The Bottom Line Chapter 3: Installing and Configuring vCenter Server Introducing vCenter Server ChoosingtheVersion Server Planning and designing a vCenter Server Deployment Installing vCenter Server and Its Components Installing vCenter Server in a Linked Mode group Deploying the vCenter Server Virtual appliance Exploring v Center Server Creating and Managing a vCenter Server Inventory Exploring vCenter Servers Management Features Managing vCenter Server Settings vSphere Web client Administration The bottom line
CONTENTS Foreword Introduction What Is Covered in This Book The Mastering Series The Hardware behind the Book Who Should Buy This Book How to Contact the Author Chapter 1: Introducing VMware vSphere 6 Exploring VMware vSphere 6.0 Why Choose vSphere? The Bottom Line Chapter 2: Planning and Installing VMware ESXi Planning a VMware vSphere Deployment Deploying VMware ESXi Performing Postinstallation Configuration The Bottom Line Chapter 3: Installing and Configuring vCenter Server Introducing vCenter Server Choosing the Version of vCenter Server Planning and Designing a vCenter Server Deployment Installing vCenter Server and Its Components Installing vCenter Server in a Linked Mode Group Deploying the vCenter Server Virtual Appliance Exploring vCenter Server Creating and Managing a vCenter Server Inventory Exploring vCenter Server’s Management Features Managing vCenter Server Settings vSphere Web Client Administration The Bottom Line
Chapter 4: vSphere Update Manager and the v center Support Tools vSphere Update Manager Installing vSphere Update Manager Configuring vSphere Update Manager Creating Baselines Routine updates Upgrading Hosts with v Sphere Update Manager Performing an Orchestrated Upgrade Investigating Alternative Update Options vCenter Support Tools The Bottom Line Chapter 5: Creating and Configuring virtual Networks Putting Together a Virtual Network Working with vSphere Standard Switches Working with vSphere Distributed Switches Examining Third-Party Distributed virtual Switches Configuring Virtual Switch Security Looking ahead The Bottom Line Chapter 6: Creating and Configuring Storage Devices Reviewing the Importance of Storage Design Examining Shared Storage Fundamentals Implementing vSphere Storage Fundamentals Leveraging san and nas best practices The bottom line Chapter z: Ensuring High Availability and Business continuity Understanding the Layers of High Availability Clustering VMs Implementing vSphere high availability Introducing vSphere SMP Fault Tolerance Planning for Business continuity
Chapter 4: vSphere Update Manager and the vCenter Support Tools vSphere Update Manager Installing vSphere Update Manager Configuring vSphere Update Manager Creating Baselines Routine Updates Upgrading Hosts with vSphere Update Manager Performing an Orchestrated Upgrade Investigating Alternative Update Options vCenter Support Tools The Bottom Line Chapter 5: Creating and Configuring Virtual Networks Putting Together a Virtual Network Working with vSphere Standard Switches Working with vSphere Distributed Switches Examining Third-Party Distributed Virtual Switches Configuring Virtual Switch Security Looking Ahead The Bottom Line Chapter 6: Creating and Configuring Storage Devices Reviewing the Importance of Storage Design Examining Shared Storage Fundamentals Implementing vSphere Storage Fundamentals Leveraging SAN and NAS Best Practices The Bottom Line Chapter 7: Ensuring High Availability and Business Continuity Understanding the Layers of High Availability Clustering VMs Implementing vSphere High Availability Introducing vSphere SMP Fault Tolerance Planning for Business Continuity