Netlab Remote PC Guide Vol 4 Creating
Netlab Remote PC Guide Vol 4 Creating
This guide provides detailed instructions on adding remotely accessible PCs or servers
into your NETLAB+ equipment pods using the VMware ESXi and vCenter virtualization
products.
This guide is part of a multi-volume series, designed to provide you with the guidance
needed to implement remote PCs on your NETLAB+ system. Learn more about the
Remote PC Guide Series. See the Documentation Library for a list of all NETLAB+ guides.
This guide covers features available in NETLAB+ version 2011.R2 and later. The details
of this guide are specific to VMware ESXi version 5.1 with vCenter. If you are using
VMware ESXi version 4.x with vCenter, please refer to the appropriate guide.
NETLAB Academy Edition, NETLAB Professional Edition, and NETLAB+ are registered trademarks of Network Development Group,
Inc.
VMware is a registered trademark of VMware, Inc. Cisco, IOS, Cisco IOS, Networking Academy, CCNA, and CCNP are registered
trademarks of Cisco Systems, Inc
Remote PC Guide Series - Volume 4
Creating and Configuring Virtual Machines for NETLAB+
1 Background ................................................................................................................. 3
2 Building Virtual Machines ........................................................................................... 3
2.1 Using NDG Template Virtual Machines and 3rd Party Virtual Appliances .......... 5
2.2 Creating Virtual Machines from Scratch .............................................................. 7
2.2.1 Providing a Name for Your Virtual Machine ................................................. 8
2.2.2 Selecting a Datastore .................................................................................... 8
2.2.3 Select the Virtual Machine Hardware Version ............................................. 9
2.2.4 Selecting the Guest Operating System ......................................................... 9
2.2.5 Selecting the Number of Processors ........................................................... 10
2.2.6 Configuring the Memory Size ..................................................................... 11
2.2.7 Choosing Network Connections.................................................................. 12
2.2.8 Selecting the Disk Controller....................................................................... 14
2.2.9 Creating a Virtual Hard Disk ........................................................................ 15
2.2.10 Specifying Advanced Options ..................................................................... 16
2.2.11 Verifying the Settings .................................................................................. 17
2.3 Installing a Guest Operating System .................................................................. 18
2.4 Editing the Virtual CD/DVD Device..................................................................... 18
2.5 Essential Virtual Machine Performance Optimizations ..................................... 20
2.5.1 Installing VMware Tools.............................................................................. 20
2.5.2 Disabling the Desktop Background ............................................................. 22
2.5.3 Setting the Virtual Machine Display Properties .......................................... 23
2.5.4 Adjusting Visual Effects ............................................................................... 24
2.6 Adding Software Applications ............................................................................ 25
2.7 Virtual Machine Snapshots ................................................................................ 25
2.7.1 How NETLAB+ Uses Snapshots ................................................................... 25
2.7.2 Snapshot Best Practices .............................................................................. 26
2.7.3 Taking a New Snapshot - vSphere............................................................... 27
2.7.4 Managing Snapshots - vSphere................................................................... 28
2.7.5 Taking a New Snapshot - NETLAB+ Snapshot Manager .............................. 29
2.7.6 Managing Snapshots - Using the NETLAB+ Snapshot Manager ................. 30
2.8 Migrating a Virtual Machine to a Different ESXi Host ........................................ 32
1 Background
There are several techniques for building up an inventory of virtual machines and
deploying them in NETLAB+ pods:
The diagram above illustrates several ways virtual machines can be created.
1. An initial set of virtual machines are populated in VMware vCenter. These VMs
can be derived from NDG virtual machine templates, 3rd party prebuilt virtual
appliances, or created from scratch using the VMware vSphere client.
2. The initial set of VMs is imported into the NETLAB+ virtual machine inventory.
3. Individual VMs can be cloned directly from NETLAB+ to create more virtual
machines. Cloned virtual machines can be modified to perform different roles.
4. After virtual machines are assigned to a NETLAB+ pod, the pod and its virtual
machines can be cloned in one operation.
In this section, you will learn three methods that can be used to create an initial set of
virtual machines, starting from an empty inventory:
This section also discusses two important tasks that apply to all virtual machines:
All tasks in this section are performed using only the VMware vSphere client.
The "Importing VMs into the Virtual Machine Inventory" section of the Remote PC Guide
Series - Volume 3, Configuring the NETLAB+ Virtual Machine Infrastructure provides
information on how to import your initial set of virtual machines into NETLAB+, then
create additional virtual machines quickly using cloning techniques.
2.1 Using NDG Template Virtual Machines and 3rd Party Virtual Appliances
The easiest way to build a virtual machine is to start with an NDG Template Virtual
Machine or a 3rd Party Virtual Appliance.
For selected lab content, NDG provides template virtual machines that can be
downloaded from the NDG website (http://www.netdevgroup.com/). NDG's templates
are designed for specific pods and lab content. They can contain one or more of the
following elements, depending on software licenses and distribution restrictions of the
software required to satisfy lab content requirements:
Please refer to the supported lab content options on the NDG website to see if
templates are available for particular NDG pods and labs.
Some templates are complete virtual appliances that can be deployed and cloned
without modifications. Other templates are partial solutions that require local changes,
such as adding an operating system or application software.
In cases where NDG does not provide a template virtual machine, you may find a
suitable 3rd party virtual appliance at VMware's website:
http://www.vmware.com/appliances
Virtual Appliances are complete solutions that contain a VM configuration file, operating
system and applications that are distributed as a single downloadable unit. The
VMware vSphere Client (vSphere Client) allows you to deploy virtual machines that are
packaged in Open Virtual Machine Format (OVF). Deploying an OVF template is similar
to deploying a virtual machine from a template, except that you may deploy an OVF
template from any local file system accessible from the vSphere Client machine, or from
a remote web server.
An OVF template is stored as set of files (.ovf, .vmdk, and .mf). An OVA template is used
to package an OVF template into a single .ova file. Instructions on deploying OVF
templates are available in Chapter 3, “Deploying OVF Templates,” of the vSphere Virtual
Machine Administration Guide.
Virtual machines based on the OVA or OVF file are created using the vSphere client:
The OVF wizard will prompt for the location of an .ova or .ovf file. This can be a file on
your local disk, or a web URL.
This process will create a virtual machine in vCenter only. This VM must be later
imported into the NETLAB+ virtual machine inventory (discussed in the "Importing VMs
into the Virtual Machine Inventory" section of the Remote PC Guide Series - Volume 3,
Configuring the NETLAB+ Virtual Machine Infrastructure).
Some NDG templates are partial solutions. In this case, please refer to NDG pod-specific
guides for additional information required to finalize the installation of the operating
system and/or software applications.
You may use the VMware vSphere client to create a virtual machine from scratch.
Choose this option if prebuilt virtual appliances or NDG virtual machine templates do
not meet the requirements you are looking for, such as a particular operating system or
hardware configuration. Keep in mind that you can create a single virtual machine and
install an operating system on it, then use that virtual machine as a template to clone
other virtual machines (see the "Virtual Machine Cloning" section of the Remote PC
Guide Series - Volume 3, Configuring the NETLAB+ Virtual Machine Infrastructure).
You will be prompted to enter a name for your new virtual machine. Choose a name for
the virtual machine very carefully.
For master virtual machines that will be used as "golden master" virtual machines (used
for pod cloning), we recommend including the pod type, role, and name of the remote
PC as part of the name. For example, "ICM Host 1 Master vcenter".
Virtual machine files are stored in a datastore. Select a datastore for the virtual
machine that will be adequate to store the guest operating system and all of its
software applications for pod labs.
If your host supports more than one virtual machine version, you will be prompted to
select the virtual machine version to use. Select Virtual Machine Version 8.
The Guest Operating system and version of your choice that you will install on the
virtual machine must be selected.
Selecting the default value of 1 for number of processors in the virtual machine is
typically sufficient, depending on the applications you will run on the virtual machine.
Please refer to the pod specific documentation for processor guidance.
Each virtual processor consumes core time on the ESXi hosts physical processors. A
value of 2 or higher should be used sparingly.
Choose the amount of memory that will be allocated to the virtual machine. In most
cases, you may use the default settings for memory. If memory space is a concern, you
may need to select a value closer to the recommended minimum.
The amount of memory you select for the virtual machine is also the value used in
NETLAB+ Proactive Resource Awareness calculations when this virtual machine is
scheduled in NETLAB+. See the "Proactive Resource Awareness" section of the Remote
PC Guide Series - Volume 3, Configuring the NETLAB+ Virtual Machine Infrastructure for
details.
Setting the memory size too low may lead to page swapping to disk and poor virtual
machine performance. Setting the memory size too high may limit the number of
virtual machines that can be scheduled at the same time, depending on the amount of
physical memory in your ESXi hosts and NETLAB+ Proactive Resource Awareness
settings.
If your equipment pod will consist of only one individual PC, a Network Adapter is not
necessary and number of NICs may be set to None.
In most cases, it will be necessary to connect a Network Interface Card (NIC) to the
virtual machine.
How many NICs do you want to connect? This determines how many virtual network
adapters will be created for the virtual machines. In most cases, this will be 1. For some
pods, a value of 2 or higher may be required for certain remote PCs. Please refer to the
NDG pod specific guides for guidance.
Network. This is the name of an existing port group on the ESXi host that the virtual
machine network adapter will connect to.
If the VM is part of a real equipment pod, select an inside port group. See the
"Connecting Virtual Machines to Real Equipment Pods" section of the Remote PC
Guide Series - Volume 3, Configuring the NETLAB+ Virtual Machine Infrastructure
for further discussion.
If the target pod type supports NETLAB+ automatic networking, select SAFETY
NET (previously created in the "Create a Safe Staging Network" section of the
Remote PC Guide Series - Volume 2, Installation). NETLAB+ will move the VM
from SAFETY NET to an automatically generated network when the pod is
started.
Select SAFETY NET if the final network has not been created and you need a safe
temporary network until the VM can be relocated to its final network.
Adapter. Network adapter choices depend on the version number and guest operating
system running on the virtual machine. Only those network adapters that are
appropriate for the virtual machine you are creating are listed as available configuration
options. The following adapter choices are described in VMware Knowledge Base article
1001805. Please refer to the article on the VMware website for the latest information.
Vlance An emulated version of the AMD 79C970 PCnet32 LANCE NIC, an older 10 Mbps NIC
with drivers available in most 32bit guest operating systems except Windows Vista and
later. A virtual machine configured with this network adapter can use its network
immediately.
VMXNET The VMXNET virtual network adapter has no physical counterpart. VMXNET is
optimized for performance in a virtual machine. Because operating system vendors do
not provide built-in drivers for this card, you must install VMware Tools to have a driver
for the VMXNET network adapter available.
Flexible The Flexible network adapter identifies itself as a Vlance adapter when a virtual machine
boots, but initializes itself and functions as either a Vlance or a VMXNET adapter,
depending on which driver initializes it. With VMware Tools installed, the VMXNET driver
changes the Vlance adapter to the higher performance VMXNET adapter.
E1000 An emulated version of the Intel 82545EM Gigabit Ethernet NIC. A driver for this NIC is
not included with all guest operating systems. Typically Linux versions 2.4.19 and later,
Windows XP Professional x64 Edition and later, and Windows Server 2003 (32-bit) and
later include the E1000 driver.
VMXNET3 A next generation of a paravirtualized NIC designed for performance, and is not related
to VMXNET or VMXNET 2. It offers all the features available in VMXNET 2, and adds
several new features like multiqueue support (also known as Receive Side Scaling in
Windows), IPv6 offloads, and MSI/MSI-X interrupt delivery.
VMXNET 3 is supported only for virtual machines version 7 and later, with a limited set of
guest operating systems:
32 and 64bit versions of Windows XP,7, 2003, 2003 R2, 2008,and 2008 R2
32 and 64bit versions of Red Hat Enterprise Linux 5.0 and later
32 and 64bit versions of SUSE Linux Enterprise Server 10 and later
32 and 64bit versions of Asianux 3 and later
32 and 64bit versions of Debian 4
32 and 64bit versions of Ubuntu 7.04 and later
32 and 64bit versions of Sun Solaris 10 U4 and later
VMXNET2 Adapter based on the VMXNET adapter but provides some high-performance features
commonly used on modern networks, such as jumbo frames and hardware offloads.
This virtual network adapter is available only for some guest operating systems on
ESX/ESXi 3.5 and later.
Note: You can use enhanced VMXNET adapters with other versions of the
Microsoft Windows 2003 operating system, but a workaround is required to
enable the option in VMware Infrastructure (VI) Client or vSphere Client.
See Enabling enhanced vmxnet adapters for Microsoft Windows Server 2003
(VMware KB 1007195) if Enhanced VMXNET is not offered as an option.
Connect at Power On. This box should be checked so that the network adapter is
automatically enabled when the virtual machine powers up.
In most cases, you may use the default setting for disk controller. Be aware also of any
O/S specific driver requirements due to your selection of guest operating system. For
example, older versions of Microsoft Windows may require that you provide SCSI drivers
during install.
Use the default settings to Create a new virtual disk for your virtual machine.
Specify the disk capacity for this virtual machine. Select a disk size that will be adequate
to store the guest operating system and all of its software applications for pod labs. The
example below shows the default selection of 8GB; your requirements may vary.
Check the "Allocate and commit space on demand" check box to enable thin
provisioning. This is recommended to conserve disk space. Thin provisioning allows real
disk space to be allocated on a just-enough and just-in-time basis.
In most cases, you may use the default settings for the Advanced Options.
The use of SCSI drivers in a Windows XP or Windows Server 2003 virtual machine
requires a special SCSI driver. You may download the driver from the VMware website.
Review the configuration settings displayed on the page and select Finish.
Your virtual machine will now be listed in the virtual machine inventory.
After you have configured the virtual machine settings, you must install an operating
system on the virtual machine. Refer to VMware’s vSphere Virtual Machine
Administration Guide, Installing a Guest Operating System for details on the procedure
to install a guest operating system.
You may have configured your virtual machine to access a physical CD/DVD drive or
access an ISO image in order to install the guest operating system. In the process, you
may have enabled the Connect at Power On setting. For optimal pod performance,
please verify the Connect at Power On option is Unchecked.
This setting must be edited after installing the guest operating system.
1. From the vSphere Client, select the virtual machine from the inventory list.
2. Select the Getting Started tab if not already selected.
3. Click Edit virtual machine settings.
You may also point the CD/DVD device connection to a unique ISO image on the local
ESXi host. If you choose this option, make sure each VM you create does not point to
the same ISO file. Otherwise, you may experience some undesired properties or boot
errors.
This section and subsections outline essential performance optimizations for virtual
machines that are required for basic operation and good performance in NETLAB+. Our
example throughout this section shows the optimization of a Windows XP virtual
machine. The same techniques should be applied on all operating systems.
Installation of VMware Tools is required for proper NETLAB+ operation and essential for
optimal performance.
The mouse will not work in the NETLAB+ Remote PC Viewer if VMware Tools is not
installed.
4. Assuming you have completed the installation of the guest operating system as
described, you may proceed with the install of VMware Tools.
The desktop background MUST be set to None (solid color) to provide minimal
bandwidth utilization and to ensure the responsiveness of the remote experience.
A desktop background image will result in very slow screen updates and consume
significantly more bandwidth than a solid one-color background.
The following task assumes a virtual machine running a Windows XP operating system.
Adjust accordingly for other operating systems. To set the screen resolution and color
quality:
Visual effects must be adjusted to provide minimal bandwidth utilization and to ensure
the responsiveness of the remote experience.
The following task assumes a virtual machine running a Windows XP operating system.
Adjust accordingly for other operating systems.
You may now add new software to your virtual machine as required by the lab exercises
you plan to use on your pods. It may be helpful to temporarily bind the virtual network
adapter to the outside campus network to load applications from the Internet or local
file server.
The Secure+ network model does not provide outside connectivity. In this model, you
will need to load from ISO files on the ESXi servers or from a file server VM on an inside
network.
A snapshot preserves the state and data of a virtual machine at a specific point in time.
Data includes all the files that make‐up the virtual machine, including
configuration file, disks, memory, and other devices, such as virtual network
interface cards.
The VMware vSphere client provides several operations for creating and managing
snapshots and snapshot trees. These operations let you create snapshots, revert to any
snapshot in the tree, and remove snapshots.
Large snapshot trees are not recommended for production virtual machines (see
Snapshot Best Practices, Section 2.7.2 below).
Virtual Machine Reset. A virtual machine can be optionally reset to a specific state at
the beginning or end of a lab reservation, or when the user initiates the scrub action on
the virtual machine or pod.
Linked Virtual Machines. A linked virtual machine shares a base virtual disk with a
"master" virtual machine in an ongoing manner. This conserves disk space and allows
multiple virtual machines to use the same software installation. A snapshot on the
master virtual machine becomes the disk starting point for linked virtual machines that
are derived from the master.
Here are some best practices for using snapshots in the NETLAB+ environment and
some common pitfalls to avoid.
1. Be sure to take a new snapshot each time you edit virtual machine settings or
install new applications on a virtual machine. Unsaved changes to a virtual
machine are lost after reverting to snapshot. A revert to snapshot can occur
manually when invoked from the vSphere client, or automatically by NETLAB+
(depending on your virtual machine inventory settings).
3. Take only one snapshot per virtual machine for best performance. In academic
environments, there is often an affinity for large snapshot trees since snapshots
provide an intuitive way to return to a topic in a course syllabus. This is not
recommended for production virtual machines where user performance is
paramount. Large snapshot trees can degrade virtual machine performance. Each
level in the snapshot tree creates a "delta disk" which must be accessed before data
can be read from the "base disk" (where most files typically reside). We recommend
only one snapshot per virtual machine, particularly when the virtual machine is used
in a production pod, or for master virtual machines that are the basis for linked
virtual machines.
4. Specify a unique name for every snapshot (if you must keep more than one
snapshot on the same virtual machine). The vSphere client will allow you to create
multiple snapshots with the same name. To avoid ambiguity during cloning
operations, NETLAB+ requires that all snapshots on a single VM be named uniquely.
NETLAB+ cloning operations may fail with the error E_VM_SNAPSHOT_NOT_UNIQUE
when attempting to clone a virtual machine that has two or more snapshots with
the same name. Duplicate snapshot names will not be an issue if you follow the best
practice of one snapshot per virtual machine for best performance.
5. Snapshots used for linked clones must be thoroughly tested before cloning.
Replacing a snapshot on the master (parent) virtual machine does not propagate
changes to existing linked clones (as one might hope). Only new linked clones will
pick up the changes from the new snapshot. Linked clones will be discussed in detail
in the Cloning section.
NETLAB+ now includes a Snapshot Manager within the NETLAB+ Virtual Machine
Inventory environment, which you may find much more convenient to use. See Section
2.7.5 for details.
3. Right-click on the virtual machine and select Snapshot > Take Snapshot.
vSphere can maintain multiple snapshots of your virtual machine. Use the Snapshot
Manager to manage snapshots.
In this example, we see that three snapshots have been taken of a virtual machine (after
installing the guest operating system, after configuring the remote display commands,
and after installing an application).
The You Are Here icon represents the current operational state of the virtual
machine. Each time you take a new snapshot, the Current Snapshot state is
updated. NETLAB+ will revert to the current snapshot.
Delete commits the snapshot data to the parent and removes the selected
snapshot.
Delete All commits all the immediate snapshots before the You Are Here current
active state to the base disk and removes all existing snapshots for that virtual
machine.
Go To allows you to select the position of the current operational state of the
virtual machine. You may maintain multiple snapshots and control which
snapshot NETLAB+ will use by using Go To in order to modify the position of You
Are Here, which indicates the current operational state of the VM.
Select a VM in the virtual machine inventory. The Snapshots option will be displayed.
The NETLAB+ Snapshot Manager can be used to manage snapshots of your virtual
machines, similar to snapshot manager available within vSphere. Using the NETLAB+
Snapshot Manager offers a much more convenient approach for managing your VMs,
since it is available within the NETLAB+ Virtual Machine Inventory environment.
In this example, we see that three snapshots have been taken of a virtual machine (after
installing the guest operating system, after configuring the remote display commands,
and after installing an application).
The You Are Here icon represents the current operational state of the virtual
machine. Each time you take a new snapshot, the Current Snapshot state is
updated. NETLAB+ will revert to the current snapshot.
Take, as described in the previous section, is used to take a new snapshot of the
virtual machine.
Delete commits the snapshot data to the parent and removes the selected
snapshot.
Delete All will consolidate and remove all snapshots for this virtual machine. All
the snapshots will be consolidated to a single disk.
Go To allows you to select the position of the current operational state of the
virtual machine. You may maintain multiple snapshots and control which
snapshot NETLAB+ will use by using Go To in order to modify the position of You
Are Here, which indicates the current operational state of the VM.
Each virtual machine (other than template VMs) is assigned to a runtime ESXi host in
both NETLAB+ and vCenter. The runtime host is the ESXi server where the virtual
machine will execute when powered on.
Migration is the process of moving a virtual machine from one ESXi host to another.
This may involve moving the virtual machine disk files from one host to another if the
files are located on an ESXi host local disk.
Do not use the vSphere client to migrate a virtual machine if the virtual machine is
registered in the NETLAB+ inventory. This will create a discrepancy between NETLAB+
and vCenter. You should first unregister the host from the NETLAB+ inventory before
migration using vCenter.
At the current time, NETLAB+ does not provide a migration facility. If you absolutely
must change the runtime host of a virtual machine, you can follow the following
procedure.
Remember, do not perform the migrate operation on a virtual machine that is currently
registered in the NETLAB+ inventory.