Creating Virtual Machines with Instant or Full Virtualization

Creating VMs with Instant Virtualization or Full Virtualization is described in the following topics:

“Overview: Creating Virtual Machines with Instant or Full Virtualization”
“Backing Up A Physical Node For Virtualization Jobs”
“Virtualization Steps (Full and Instant Virtualization)”

In addition to Instant Virtualization and Full Virtualization, DPX provides RRP, which creates a production VM from a VM created with Instant Virtualization. For information about RRP, see “Rapid Return to Production”.

Overview: Creating Virtual Machines with Instant or Full Virtualization

Virtualization with DPX involves the following general steps:

1. Use Block backup to back up a node, including the BMR volume. See “Backing Up A Physical Node For Virtualization Jobs”.
2. Select a snapshot on the BMR volume to create a VM on the ESX server or vCenter Server. As noted, a VM can be created in either of two ways:
Map the snapshot (Instant Virtualization).
Transfer the data of the snapshot to the ESX server or vCenter Server (Full Virtualization).

See “Virtualization Steps (Full and Instant Virtualization)”.

3. For RRP, run the RRP wizard to create a production machine from an existing VM created with Instant Virtualization. See “Using RRP”.

Backing Up A Physical Node For Virtualization Jobs

Instant Virtualization and Full Virtualization utilize existing Block backups to create VMs from physical machines or VMs.

Note: Rapid Return to Production (RRP) can create a production VM from an existing VM created with Instant Virtualization. For information about this method, see “Rapid Return to Production”.

To back up a physical node for virtualization:

1. On the management console, click the Backup function tab then click Block.
2. Run a backup of the desired physical node, including the BMR volume. It is essential to include the BMR volume in the backup job.

Tip: Virtualization jobs can utilize routine, scheduled backups, as long as the BMR volume was included in the backup. You do not have to run backups specifically to prepare for virtualization.

Virtualization Steps (Full and Instant Virtualization)

You can construct a VM from a snapshot through a special type of Block restore job called a virtualization job. The procedure is described in the following topics:

“Overview Of Steps To Create A Virtual Machine With DPX”
“Steps to Create a Virtual Machine (Full and Instant Virtualization)”

Overview Of Steps To Create A Virtual Machine With DPX

After you select a snapshot and virtualization type, a series of wizard screens will be presented, where you enter information to create the VM.

Tip: You will need information on hand to fill out fields in the wizard screens. Information you will need is noted in the following high-level list of steps to create a VM.

1. Select a snapshot and choose virtualization type. For details, see “Virtualization Step 1. Select a snapshot and choose virtualization type: ”.
2. Define the new VM. Enter values in the Virtual Machine Information wizard screen. The virtual machine name cannot exceed 75 characters.
3. Login to an ESX server or vCenter Server.
4. Select resources on the ESX server or vCenter Server for the new VM. DPX discovers resources and displays them in pull-down lists in the Select Resources wizard screen. You will select the following resources on the ESX server or vCenter Server:

- Host
- Datastore for VM
- Resource Pool or vApp
- Network
- iSCSI Adapter
- VM Folder
5. Specify network connections for the new VM. Enter values in the Enter Network Information wizard screen. If not provided by the DHCP server, you will need to provide the following network configuration parameters for the new VM:

- Virtual Machine IP
- Virtual Machine Subnet Mask
- Virtual Machine Gateway
- Virtual Machine DNS
- Virtual Machine DNS Search Path

If you use DHCP, ensure the DHCP server is reachable; this may require a DHCP relay.

6. Optionally select a virtualization proxy server to use instead of the master server, and specify the location of the ISO to use for booting the VM.
7. Review your entries and selections in the Summary wizard screen.
8. Save and run your virtualization job.
9. For Red Hat 7.x only, apply manual steps, which are required due to a new network device naming convention for Red Hat 7.x. You will need to configure the NIC IP address, subnet mask, and gateway IP address.

For a description of each step, see “Steps to Create a Virtual Machine (Full and Instant Virtualization)”.

Steps to Create a Virtual Machine (Full and Instant Virtualization)

Virtualization Step 1. Select a snapshot and choose virtualization type:

1. In the management console, open Restore > Block.
2. In the Block Restore window, drill down to the BMR volume in the source pane and click on the plus sign to display all of the node’s snapshots.

Tip: The snapshot indicated as LATEST is always the most current. If you select LATEST and later save the restore/virtualization job, then the job will be automatically updated in the future to use the most current snapshot.

3. Select a snapshot to use as your virtualization source by clicking on the selection check box. The check box becomes full and red.
4. Right-click on the selected snapshot and choose Virtualize from the context menu. The Virtual Machine Information wizard screen appears.

Virtualization Step 2. Specify Virtual Machine Information:

1. Enter values in the Virtual Machine Information wizard screen. The following describes fields and appropriate actions:

Virtual Machine Name

Enter the name you want for the new VM. The name must not be one that already exists on the ESX server or vCenter Server. An IP address is a valid machine name. This is the name as displayed on the ESX server or vCenter Server and is not necessarily the same as the host name.

Radio buttons control assignment of host name.

Use original host name

Use this option to assign the host name of the source node to the VM. This method is used when the source node is no longer available and you want to replace it transparently, with the same host
name.

Use host name

Use this option to create a VM with a host name and IP address different from the host name and IP address of the source node. This method is used when the source node is up and you need to distinguish the new VM from the source node. The host name you enter is limited to 15 characters.

Virtual Machine Memory

Enter the amount of memory in megabytes that must be available on the VM. Different configurations require different minimum memory. The memory of the original machine is a good starting point. The default is 1 gigabyte.

Virtualization Type

Select either Full Virtualization or Instant Virtualization from the menu. For a description of the two types of virtualization, see “Virtualization from a Snapshot: Full and Instant Virtualization”.

Instant Virtualization

Instant Virtualization will create a single basic disk for each source volume, with the primary partition aligned at sector 512 (256 KB) for optimal performance. For more detail, see the description of alignment under Full Virtualization.

Full Virtualization

Two radio buttons control partition alignment of VM file systems when Full is chosen.

Windows operating systems prior to Vista and 2008 start the primary (file system) partition at sector 63 (31.5 KB). This leads to an unaligned file system partition, which can degrade performance, especially in virtual environments with RAID array storage. Windows Server 2008 or later and Vista create aligned partitions by default and thus are not affected by unalignment issues. (However, note that a Windows 2003 machine upgraded to Windows 2008 or later may retain unalignment.)

Alignment is generally preferred for performance reasons, but unalignment may be preferred for disaster recovery reasons, where you want to return to the original physical environment.

Alignment options only apply to Windows. For Linux, the VM file system is always aligned and the alignment options do not appear.

Warning: DPX does not support Full Virtualization with RRP from Clustered Data ONTAP if the backup source volume was larger than 2 TB. These backups must be restored using Bare Metal Recovery, see “Bare Metal Recovery Overview”.

VMDK Provisioning

Select either Thick or Thin disk provisioning from the pull-down menu. Thick is the default.

File Alignment Options for NetApp 7-Mode

Align virtual machine file system

This selection is the default for Windows. Full Virtualization will create a single basic disk for each source volume, with the primary partition aligned at sector 512 (256 KB). If the primary partition of the source machine disk is unaligned it will be aligned on the VM.The aligned partition on the VM will always start at sector 512, irrespective of the alignment on the source machine. Alignment can improve I/O performance, especially for sequential I/O. This behavior also applies to dynamic disks. A single basic disk will be created for each source volume.

 

If you think you may at some point in the future need to return to the original physical environment, do not choose this option.

 

If you do not select this option, a Windows Full Virtualization job proceeds, but it will be a standard Full Virtualization job, not Full Virtualization with RRP.

Note: For Linux or Clustered Data ONTAP volumes less than 2 TB in size, the file system is always aligned and this radio button does not appear.

Retain file system alignment of physical machine

If the primary partition of the physical disk is unaligned the VM will also be unaligned. That is, the VM primary partition will start at sector 63 (31.5 KB). If the primary partition of the physical disk is aligned the VM will retain that alignment.

Note: If you select this option, Windows Full Virtualization jobs will proceed but will not utilize RRP to provide rapid availability. For more information about RRP, see “Rapid Return to Production”.

Although retaining unalignment can degrade performance on the VM, unalignment may be preferred for V2P disaster recovery scenarios. That is, you may want to preserve on the VM the disk layout of the source machine to allow migration back to the configuration of the original source machine.

 

The maximum supported source volume size for Full Virtualization with storage alignment or for Instant Virtualization is the VMware limit of 2 TB minus 16 MB (16 MB is reserved for storage alignment and other metadata). The maximum supported source physical disk for Full Virtualization without storage alignment is the VMware limit of 2 TB.

VM Power On Option

Start VM after it is created

Select the check box if you want the new VM to power on as soon as it is created.

Note: While a RRP job or Full with RRP job is in progress, you cannot change the on/off state of the Instant Virtualization VM in vSphere Client. You must wait for the job to complete. For more information about RRP, see “Rapid Return to Production”. For details related to RRP and VM power states, see “Power State Considerations for RRP”.

2. Click Next to open the Host wizard screen.
3. Log in to the ESX server or vCenter Server for the new VM. The following describes fields and appropriate actions:

IP Address / Name

Enter a fully resolvable name or IP address for an ESX server or vCenter Server.

Note: For Windows clients, to enable Full with RRP (that is, Full Virtualization with RRP used in the background to quickly create a production machine), you must log on to vCenter, not an ESX server. If you log on to an ESX server, the Full Virtualization job will run, but without RRP in the background. Later in the virtualization wizard, on the Review Selection screen, you can confirm that your virtualization job is Full with RRP.

User Name

Enter the user name for logging into the ESX server or vCenter Server. (Do not confuse this with the user name for logging into DPX.)

Password

Enter the password for logging into the ESX server or vCenter Server. (Do not confuse this with the password for logging into DPX.)

4. Click Next to open the Select Resources wizard screen.
5. DPX discovers resources on the ESX server or vCenter Server. Choose the appropriate resources from the drop down menus in the Select Resources wizard screen. The following describes fields and appropriate actions.

Host

Select from the pull-down menu the ESX server to host the new VM.

Datastore for VM

This field specifies the volume on the host (ESX server) that will contain the files of the new VM, including virtual disks. Select from the pull-down menu the datastore (volume) you want to use.

 

VMFS and NFS/CIFS datastores are supported for all types of virtualization jobs. Setting the option Retain file system alignment of physical machine, on the Virtual Machine Information page of the wizard, forces a Full Virtualization job without RRP.

Resource Pool

This field specifies a resource partition for the VM, including CPU and memory. Select from the pull-down menu the resource pool for the new VM.

Network

This field specifies one of the virtual networks of the specified host to be used by the VM. Select from the pull-down list a network to which the new VM will be connected.

Note: In the next wizard screen, you select an IP address for the new VM. That IP address must be in the range set for this network switch (same subnet).

iSCSI Adapter

This field specifies a software or hardware iSCSI storage adapter for the VM. Select an adapter from the pull-down list. The adapters displayed are those present on the host.

VM Folder

This field specifies a folder for the VM, the folders listed are created in the VMs and Templates view in the vCenter Server interface. Select a folder from the pull-down list.

6. Click Next to open the Enter Network Information wizard screen.
7. The Enter Network Information wizard screen establishes the location of the new VM on the network.

Configure Virtual Machine Network

The first field has two choices:

If you select Dynamic (DHCP), IP addresses will be obtained dynamically from a DHCP server.
Static is the default selection for this field. Is you choose Static, you must enter IP addresses in the IP fields in this wizard screen.

If you selected Static, enter IP addresses for each of the following items: Virtual Machine IP, Virtual Machine Subnet, Virtual Machine Gateway, Virtual Machine DNS.

Virtual Machine IP

Enter a unique IP address.

 

In the next step you specify a virtualization proxy server. If the IP address of the new VM is on a different subnet from the virtualization proxy server, ensure a DHCP server is reachable; this may require a DHCP relay.

Virtual Machine Subnet

Enter the network mask address of the new VM. This is the subnet for the VM’s network selected in the Network field in the previous wizard screen.

Virtual Machine Gateway

Enter the IP address of the physical machine that connects the local subnet (specified in the Virtual Machine Subnet field directly above) to other subnets.

Virtual Machine DNS

Enter the IP address of a Domain Name Server to be used in the VM network configuration.

Virtual Machine DNS Search Path

Enter the suffix that gets appended to the right of the hostname when doing a DNS search.

Click Next to open the Select Virtualization Options wizard screen.

8. The Select Virtualization Options wizard screen enables you to select a virtualization proxy server to coordinate the virtualization process. After selecting a virtualization proxy server, specify the location of the ISO to use to boot the new VM.

You can specify the ISO location either from a populated list or by entering the location on the datastore. If you prefer to enter a location, first click Specify Location, select a datastore from the Datastore list, then enter the full path in the Specify Location field.

The following describes fields and appropriate actions:

Virtualization Proxy

Select a virtualization proxy server node from the pull-down menu. The master server is the default. Choosing another server closer on the network to the ESX server can minimize network transmission load. All the listed nodes are client nodes.

 

Only nodes set to be capable of serving as a virtualization proxy server are listed. This setting is done during installation. See “Windows Installation on non-SharePoint Nodes”. For virtualization proxy server considerations, see “Virtualization Proxy Server Considerations”.

 

If the IP address of the VM is on a different subnet from the virtualization proxy server, ensure a DHCP server is reachable; this may require a DHCP relay.

Datastore

This field lists datastores accessible from the ESX server. Select a datastore.

 

If you want to provide a specific path to the ISO, first click Specify Location, below, then select a datastore.

Select File

If you want to select a datastore from a list, accept Select File, which is selected by default, then select a datastore. If the datastore contains many files other than the ISOs, the file retrieval can take some time. To stop the retrieval, click Cancel Retrieve.

Specify Location

If you want to specify a pathname for the ISO file, select Specify Location, select a datastore, then enter the pathname.

9. Click Review to open the Review Selection wizard screen. The Summary wizard screen displays all your entries for fields in the virtualization wizard screens.If you want to change an entry, click Back, as necessary, to go the appropriate wizard screen, then change the entry, and click Next to continue again to the Summary screen.

The Type field, near the top of the screen, will indicate the type of virtualization job (Instant Virtualization, Full Virtualization, or Full with RRP. This allows you to check whether or not RRP will be used for a Full Virtualization job. If you logged on to an ESX server instead of vCenter, a Windows Full Virtualization job will indicate Full, not Full with RRP. In such cases, the job will run but without RRP in the background. (For Linux, a Full Virtualization job is always Full with RRP.)

10. If the displayed values are satisfactory, click Finish. The Save Job dialog box appears.
11. You need to save the virtualization job before running it. Enter values in the Save Job dialog box:

Save Job

Select a job from the pull-down menu if you are redefining an existing virtualization restore job.

Job Name

Use this field to name a job. Generally, you can use up to 14 alphanumeric characters, no spaces, for a job name.

Job Folder Name

Select a job folder from the pull-down list. For more information about job folders, see “Configuring Job Folders”.

Comment

You can use this field to enter or change comments.

Delete Job when Done

If checked, your job definition will be deleted once the job completes successfully. It will not be deleted if the job fails.

In most cases, you should leave this check box unselected since you will usually want to re-run a job. If you select the check box, the values you entered for it will be lost after the job runs.

12. Click OK.
13. With the virtualization job still open, click either Run or Run and Monitor in the Job Tasks section of the task panel. After the job has successfully completed, the new VM will become available.
14. For Red Hat 7.x only, use Linux network configuration commands (such as ifconfig) to handle the new consistent network device naming convention for Red Hat 7.x. Configure the NIC IP address, subnet mask, and gateway IP address.