Mastering VMware vSphere 5.5
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Mastering VMware vSphere 5.5

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The 2013 edition of the bestselling vSphere book on the market


Virtualization remains the hottest trend in the IT world, and VMware vSphere is the industry's most widely deployed virtualization solution. The demand for IT professionals skilled in virtualization and cloud-related technologies is great and expected to keep growing. This comprehensive Sybex guide covers all the features and capabilities of VMware vSphere, showing administrators step by step how to install, configure, operate, manage, and secure it.


This perfect blend of hands-on instruction, conceptual explanation, and practical application is reinforced with real-world examples. Led by Scott Lowe and Nick Marshall, both VMware vExperts, the author team provides expertise that will prepare IT professionals to excel in using this virtualization technology.




Virtualization is seen as a "best practice" for high availability and disaster recovery solutions, as well as for applications such as Exchange Server and SharePoint
IDC estimates that there are as many as 7 million jobs available worldwide in virtualization and cloud technology
Provides hands-on instruction in all the latest features and capabilities of VMware vSphere, with both conceptual explanations and practical applications
Author team is lead by Scott Lowe and Nick Marshall, well-known VMware experts and popular bloggers


Mastering VMware vSphere provides what every virtualization professional needs to know.
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Product details

  • Paperback | 840 pages
  • 185.42 x 233.68 x 50.8mm | 1,020.58g
  • Sybex Inc.,U.S.
  • New York, United States
  • English
  • 1. Auflage
  • 1118661141
  • 9781118661147
  • 165,084

Back cover copy

All the Information IT Professionals Need for VMware vSphere 5.5



VMware vSphere is the world's leading virtualization platform, and vSphere 5.5 gives you even greater control over how to allocate your virtual resources. Whether you're just starting to virtualize, or you already have a virtualized environment but want to improve your skills with practical advice, best practices, and real-world examples, this book is your complete VMware vSphere resource. The author team of VMware vExperts Scott Lowe and Nick Marshall uses a logical, start-to-finish approach, showing you in detail how to install, configure, manage, and monitor a dynamic virtual environment using the VMware vSphere 5.5 product suite.



Coverage includes:

Understanding all components of the VMware vSphere 5.5 suite Installing and configuring VMware ESXi(TM) Server, vCenter(TM) Server, and vSphere Update Manager Creating and configuring virtual networks and storage devices Ensuring high availability, and planning for disaster recovery and business continuity Creating virtual machines, including installing VMware Tools, deploying, and managing everything with the vSphere Web Client Cloning virtual machines with your own templates and vApps, or with OVF (Open Virtualization Format) Understanding utilization versus allocation and balancing resource utilization Integrating vCenter Operations Manager and monitoring VMware vSphere performance

Install, Configure, and Manage a Virtualized System with VMware vSphere 5.5



Increase Your Capacity with Scalable, Robust, Virtualized and Cloud Solutions



Monitor Performance and Maintain High Availability



Reinforce Skills with Best Practices and Real-World Examples
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Table of contents

Foreword xxiii
Introduction xxv


Chapter 1 Introducing VMware vSphere 55 1


Exploring VMware vSphere 55 1


Examining the Products in the vSphere Suite 3


Examining the Features in VMware vSphere 8


Licensing VMware vSphere 18


Why Choose vSphere? 22


The Bottom Line 24


Chapter 2 Planning and Installing VMware ESXi 25


Planning a VMware vSphere Deployment 25


Choosing a Server Platform 26


Determining a Storage Architecture 28


Integrating with the Network Infrastructure 29


Deploying VMware ESXi 30


Installing VMware ESXi Interactively 31


Performing an Unattended Installation of VMware ESXi 35


Deploying VMware ESXi with vSphere Auto Deploy 39


Performing Post-installation Confi guration 47


Installing the vSphere C# Client 47


Reconfiguring the Management Network 50


Configuring Time Synchronization 52


Configuring Name Resolution 53


The Bottom Line 54


Chapter 3 Installing and Configuring vCenter Server 57


Introducing vCenter Server 57


Centralizing User Authentication Using vCenter Single Sign-On 59


Using the vSphere Web Client for Administration 62


Understanding the vCenter Inventory Service 62


Providing an Extensible Framework 63


Choosing the Version of vCenter Server 64


Planning and Designing a vCenter Server Deployment 65


Sizing Hardware for vCenter Server 66


Choosing a Database Server for vCenter Server 68


Planning for vCenter Server Availability 70


Running vCenter Server and Its Components as VMs 72


Installing vCenter Server and Its Components 74


Configuring the vCenter Server Backend Database Server 75


Installing the vCenter Server Components 80


Installing vCenter Server in a Linked Mode Group 88


Deploying the vCenter Server Virtual Appliance 91


Configuring an IP Address on the vCenter Server Virtual Appliance 94


Accepting the End-User License Agreement 95


Configuring the Database 96


Setting Up Single Sign-On 96


Active Directory Settings 97


Starting the vCenter Server Services 97


Exploring vCenter Server 97


What s in the vSphere Web Client Home Screen? 98


Using the Navigator 100


Creating and Managing a vCenter Server Inventory 100


Understanding Inventory Views and Objects 100


Creating and Adding Inventory Objects 103


Exploring vCenter Server s Management Features 106


Understanding Basic Host Management 106


Examining Basic Host Confi guration 108


Using Scheduled Tasks 111


Using Events Console in vCenter Server 113


Working with Host Profi les 114


Tags 116


Managing vCenter Server Settings 120


General vCenter Server Settings 120


Licensing 123


Message of the Day 123


Advanced Settings 123


vSphere Web Client Administration 123


Roles 124


Licensing 124


vCenter Solutions Manager 124


Log Browser 124


The Bottom Line 126


Chapter 4 vSphere Update Manager and the vCenter Support Tools 129


vSphere Update Manager 129


Installing vSphere Update Manager 131


Defining the Requirements 132


Configuring VUM s Database 133


Creating the Open Database Connectivity Data Source Name 136


Installing VUM 137


Installing the Update Manager Download Service (Optional) 140


Installing the vSphere Update Manager Plug-in 141


Reconfiguring the VUM or UMDS Installation with the Update Manager Utility 142


Upgrading VUM from a Previous Version 143


Configuring vSphere Update Manager 143


Creating Baselines 149


Routine Updates 153


Attaching and Detaching Baselines or Baseline Groups 153


Performing a Scan 156


Staging Patches 159


Remediating Hosts 160


Upgrading VMware Tools 164


Upgrading Virtual Appliances and Host Extensions 166


Upgrading Hosts with vSphere Update Manager 166


Importing an ESXi Image and Creating the Host Upgrade Baseline 167


Upgrading a Host 168


Upgrading VM Hardware 171


Performing an Orchestrated Upgrade 173


Investigating Alternative Update Options 173


Using vSphere Update Manager PowerCLI 173


Upgrading and Patching without vSphere Update Manager 174


vCenter Support Tools 175


ESXi Dump Collector 175


Syslog Collector 181


Other vCenter Support Tools 185


The Bottom Line 185


Chapter 5 Creating and Configuring Virtual Networks 189


Putting Together a Virtual Network 189


Working with vSphere Standard Switches 192


Comparing Virtual Switches and Physical Switches 193


Understanding Ports and Port Groups 194


Understanding Uplinks 196


Configuring Management Networking 198


Configuring VMkernel Networking 202


Configuring TCP/IP Stacks 207


Configuring VM Networking 209


Configuring VLANs 212


Configuring NIC Teaming 216


Using and Configuring Traffic Shaping 229


Bringing It All Together 230


Working with vSphere Distributed Switches 234


Creating a vSphere Distributed Switch 234


Removing an ESXi Host from a Distributed Switch 239


Removing a Distributed Switch 240


Managing Distributed Switches 240


Working With Distributed Port Groups 244


Managing Adapters 252


Using NetFlow on vSphere Distributed Switches 257


Enabling Switch Discovery Protocols 259


Setting Up Private VLANs 260


Configuring LACP 263


Examining Third-Party Distributed Virtual Switches 268


Cisco Nexus 1000V 269


IBM Distributed Virtual Switch 5000V 269


HP FlexFabric Virtual Switch 5900v 270


Confi guring Virtual Switch Security 270


Understanding and Using Promiscuous Mode 271


Allowing MAC Address Changes and Forged Transmits 272


Looking Ahead 276


The Bottom Line 277


Chapter 6 Creating and Configuring Storage Devices 279


Reviewing the Importance of Storage Design 279


Examining Shared Storage Fundamentals 280


Comparing Local Storage with Shared Storage 283


Defining Common Storage Array Architectures 284


Explaining RAID 286


Understanding VSAN 290


Understanding Midrange and External Enterprise Storage Array Design 292


Choosing a Storage Protocol 294


Making Basic Storage Choices 307


Implementing vSphere Storage Fundamentals 309


Reviewing Core vSphere Storage Concepts 309


Working with VMFS Datastores 327


Working with Raw Device Mappings 347


Working with NFS Datastores 349


Working with VM-Level Storage Configuration 359


Leveraging SAN and NAS Best Practices 372


The Bottom Line 377


Chapter 7 Ensuring High Availability and Business Continuity 379


Understanding the Layers of High Availability 379


Clustering VMs 381


Introducing Network Load Balancing Clustering 382


Introducing Windows Server Failover Clustering 383


Implementing vSphere High Availability 395


Understanding vSphere High Availability 395


Understanding vSphere HA s Underpinnings 396


Enabling vSphere High Availability 399


Configuring vSphere High Availability 401


Managing vSphere High Availability 413


Implementing vSphere Fault Tolerance 415


Using vSphere Fault Tolerance with vSphere High Availability 420


Using vSphere Fault Tolerance with vSphere Distributed Resource Scheduler 420


Examining vSphere Fault Tolerance Use Cases 421


Planning for Business Continuity 421


Providing Data Protection 421


Recovering from Disasters 425


Using vSphere Replication 427


The Bottom Line 431


Chapter 8 Securing VMware vSphere 433


Overview of vSphere Security 433


Securing ESXi Hosts 434


Working with ESXi Authentication 434


Controlling Access to ESXi Hosts 441


Keeping ESXi Hosts Patched 449


Managing ESXi Host Permissions 449


Confi guring ESXi Host Logging 458


Reviewing Other ESXi Security Recommendations 458


Securing vCenter Server 459


Authenticating Users with Single Sign-On 460


Understanding the vpxuser Account 464


Managing vCenter Server Permissions 466


Examining vCenter Server Logging 476


Securing Virtual Machines 477


Configuring Network Security Policies 477


Keeping VMs Patched 478


The Bottom Line 478


Chapter 9 Creating and Managing Virtual Machines 481


Understanding Virtual Machines 481


Examining Virtual Machines from the Inside 481


Examining Virtual Machines from the Outside 484


Creating a Virtual Machine 488


Choosing Values for Your New Virtual Machine 499


Installing a Guest Operating System 504


Working with Installation Media 505


Using the Installation Media 507


Working in the Virtual Machine Console 508


Installing VMware Tools 509


Installing VMware Tools in Windows 510


Installing VMware Tools in Linux 514


Managing Virtual Machines 516


Adding or Registering Existing VMs 516


Changing VM Power States 518


Removing VMs 519


Deleting VMs 519


Modifying Virtual Machines 519


Changing Virtual Machine Hardware 520


Using Virtual Machine Snapshots 524


The Bottom Line 529


Chapter 10 Using Templates and vApps 531


Cloning VMs 531


Installing Sysprep on the vCenter Server 532


Creating a Customization Specification 533


Cloning a Virtual Machine 538


Creating Templates and Deploying Virtual Machines 541


Cloning a Virtual Machine to a Template 542


Deploying a Virtual Machine from a Template 544


Using OVF Templates 545


Deploying a VM from an OVF Template 546


Exporting a VM as an OVF Template 549


Examining OVF Templates 550


Working with vApps 553


Creating a vApp 553


Editing a vApp 555


Changing a vApp s Power State 559


Cloning a vApp 561


Importing Machines from Other Environments 562


The Bottom Line 562


Chapter 11 Managing Resource Allocation 565


Reviewing Virtual Machine Resource Allocation 565


Working with Virtual Machine Memory 568


Understanding ESXi Advanced Memory Technologies 569


Controlling Memory Allocation 572


Managing Virtual Machine CPU Utilization 581


Default CPU Allocation 582


Setting CPU Affi nity 583


Using CPU Reservations 584


Using CPU Limits 584


Using CPU Shares 585


Summarizing How Reservations, Limits, and Shares Work with CPUs 587


Using Resource Pools 588


Configuring Resource Pools 590


Understanding Resource Allocation with Resource Pools 591


Regulating Network I/O Utilization 597


Controlling Storage I/O Utilization 602


Enabling Storage I/O Control 604


Configuring Storage Resource Settings for a Virtual Machine 606


Utilizing Flash Storage 611


The Bottom Line 615


Chapter 12 Balancing Resource Utilization 617


Comparing Utilization with Allocation 617


Exploring vMotion 618


Examining vMotion Requirements 622


Performing a vMotion Migration 626


Ensuring vMotion Compatibility 629


Using Per-Virtual-Machine CPU Masking 629


Using VMware Enhanced vMotion Compatibility 630


Using Storage vMotion 634


Combining vMotion with Storage vMotion 637


Exploring vSphere Distributed Resource Scheduler 640


Understanding Manual Automation Behavior 641


Reviewing Partially Automated Behavior 642


Examining Fully Automated Behavior 642


Working with Distributed Resource Scheduler Rules 644


Introducing and Working with Storage DRS 651


Creating and Working with Datastore Clusters 652


Configuring Storage DRS 656


The Bottom Line 664


Chapter 13 Monitoring VMware vSphere Performance 667


Overview of Performance Monitoring 667


Using Alarms 669


Understanding Alarm Scopes 670


Creating Alarms 671


Managing Alarms 677


Working with Performance Charts 679


Overview Layout 679


Advanced Layout 681


Understanding vCenter Operations Manager 692


Installing vC Ops 692


vC Ops Foundation Features 694


Working with resxtop 695


Using resxtop 696


Capturing and Playing Back Performance Data with resxtop 698


Monitoring CPU Usage 698


Monitoring Memory Usage 701


Monitoring Network Usage 703


Monitoring Disk Usage 705


The Bottom Line 707


Chapter 14 Automating VMware vSphere 709


Why Use Automation? 709


vSphere Automation Options 710


Automating with PowerCLI 711


PowerShell and PowerCLI 711


What s New in PowerCLI 55 715


Installing and Confi guring PowerCLI 715


Getting Started with PowerCLI 718


Building PowerCLI Scripts 722


PowerCLI Advanced Capabilities 725


Using vCLI from vSphere Management Assistant 729


What s New in vCLI and vMA for vSphere 55 729


Getting Started with vCLI 729


Using vSphere Management Assistant for Automation with vCenter 732


Leveraging the Perl Toolkit with vSphere Management Assistant 733


Automating with vCenter Orchestrator 736


New Features in vCenter Orchestrator 55 736


Understanding vCenter Orchestrator Prerequisites 737


Configuring vCenter Orchestrator 737


vCenter Orchestrator Appliance 744


Implementing the vCenter Orchestrator Appliance 745


Accessing vCenter Orchestrator 746


vCenter Orchestrator and vCenter Server 746


Using an Orchestrator Workfl ow 747


The Bottom Line 748


Appendix The Bottom Line 751


Chapter 1: Introducing VMware vSphere 55 751


Chapter 2: Planning and Installing VMware ESXi 752


Chapter 3: Installing and Configuring vCenter Server 753


Chapter 4: vSphere Update Manager and the vCenter Support Tools 756


Chapter 5: Creating and Configuring Virtual Networks 758


Chapter 6: Creating and Configuring Storage Devices 761


Chapter 7: Ensuring High Availability and Business Continuity 764


Chapter 8: Securing VMware vSphere 766


Chapter 9: Creating and Managing Virtual Machines 767


Chapter 10: Using Templates and vApps 769


Chapter 11: Managing Resource Allocation 771


Chapter 12: Balancing Resource Utilization 773


Chapter 13: Monitoring VMware vSphere Performance 775


Chapter 14: Automating VMware vSphere 777


Index 779
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About Scott Lowe

Scott Lowe, VCDX 39, is an engineering architect for VMware focusing on network virtualization and software-defined networking (SDN). He is also a VMware vExpert and author of Mastering VMware vSphere 5. Nick Marshall is a senior consultant with over 13 years of IT experience and multiple advanced IT certifications, including VMware Certified Advanced Professional (VCAP) in Datacenter Administration (DCA) and Datacenter Design (DCD). He currently works at VMware in the APAC region.
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