VMware | ESXI 4.0 - UPGRADE GUIDE UPDATE 1 | Upgrading to ESXi 5.0 using Dell Customized VMware

Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
Upgrading to ESXi 5.0 using Dell Customized VMware ESXi
images
A Dell Technical White Paper
January 2012
Rohith Radhakrishnan (Rohith_Radhakrishnan@dell.com)
Krishnaprasad K (Krishnaprasad_K@dell.com)
Dell Hypervisor Engineering
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
THIS WHITE PAPER IS FOR INFORMATIONAL PURPOSES ONLY, AND MAY CONTAIN TYPOGRAPHICAL ERRORS
AND TECHNICAL INACCURACIES. THE CONTENT IS PROVIDED AS IS, WITHOUT EXPRESS OR IMPLIED
WARRANTIES OF ANY KIND.
© 2012 Dell Inc. All rights reserved. Reproduction of this material in any manner whatsoever without the
express written permission of Dell Inc. is strictly forbidden. For more information, contact Dell.
Dell, the DELL logo are trademarks of Dell Inc. VMware, ESXi are trademarks of VMware, Inc. in the United
States and/or other jurisdictions. Other trademarks and trade names may be used in this document to refer to
either the entities claiming the marks and names or their products. Dell Inc. disclaims any proprietary interest
in trademarks and trade names other than its own.
January 2012
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
Table of Contents
Introduction ............................................................................................................................................ 4
Audience and Scope ................................................................................................................................ 4
What’s Dell Customization of VMware ESXi? ......................................................................................... 5
Migrating to ESXi 5.0 ........................................................................................................................... 5
Migration from vSphere 4.x to vSphere 5.x ........................................................................................ 6
Dell OpenManage ................................................................................................................................... 9
Licensing................................................................................................................................................ 10
Summary ............................................................................................................................................... 10
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
Introduction
VMware® vSphere™ 5 uses the power of virtualization to help transform data centers into
simplified cloud infrastructures, using ESXi 5.0, the latest in the series of thin virtualization
hypervisors being introduced by VMware. Together, Dell and VMware deliver efficient
virtual infrastructure solutions that are fast to deploy and easy to manage. Unlike prior versions,
vSphere 5 supports only the ESXi hypervisor architecture. In order to benefit from the unique
capabilities and features of vSphere 5 and ESXi 5, Dell recommends its customers to migrate existing
ESX/ESXi deployments to ESXi 5 and upgrade deployments of vSphere 4.x or older to vSphere 5.
This document talks about best practices to consider before migrating to VMware ESXi 5.0
from older ESX/ESXi versions. This includes migrating from VMware provided and Dell customized
VMware ESXi 4.x branches.
Audience and Scope
The intended audience for this whitepaper includes IT Administrators and channel partners
who plan to migrate from existing VMware ESX/ESXi servers to vSphere 5.0. By using Dell customized
images, the effort required to upgrade the datacenter may be reduced.
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
What’s Dell Customization of VMware ESXi?
Dell customization of the ESXi image is all about including new or updated VMware IOVP
certified drivers and third party CIM providers 1 into the ESXi. The Dell customized ESXi images are
certified by Dell through VMware’s program for OEM customization. In addition to the drivers and
providers, Dell’s technical support information is updated via OEM customization process. Currently,
the Dell-customized ESXi Embedded ISO images for ESXi4.x and ESXi 5.0 do not include Dell
OpenManage Server Administrator. For detailed instructions to install and use Dell OpenManage
Server Administrator, refer ‘Software  Systems Management’ section @ Dell OpenManage
documentation. To know the specific details of the driver and provider versions integrated in
different Dell customized images, Refer ‘Dell Customization of the ESXi image’ at Dell support
website. To download the Dell customized VMware ESXi 4.x and 5.0 images, go to Dell support
website (Go to http://support.dell.com  Select ‘Support for Enterprise IT’ Go to ‘Drivers and
Downloads’  ’Enter Service tag’ or select ‘Choose from a list of all Dell products’ option  Select
‘Servers, Storage, & Networking’ option  Select ‘PowerEdge’  Select the system as per your
configuration  Once the system is selected, Select the ‘Operating System’ as ESXi 4.x or ESXi 5.0 as
per your requirement  Click ‘Enterprise Solutions’ sub tab  The ISO image is listed there).
Migrating to ESXi 5.0
The upgrade process from VMware ESX/ESXi 4.x to ESXi 5.0 preserves as much of the ESXi
host configuration as possible. This document talks about few best practices to be considered before
you migrate from a Dell customized VMware ESX/ESXi 4.x image to Dell Customized VMware ESXi
5.0/VMware provided ESXi 5.0.
The general pre-requisites to be considered while migrating to VMware ESXi 5.0 are
documented at http://www.vmware.com/support/pubs/vsphere-esxi-vcenter-server-pubs.html.
Refer ‘vSphere Upgrade Guide’ document in the above link to know step by step migration to
VMware ESXi 5.0 from previous versions. In addition to the pre-requisites mentioned in the links,
there are few more things to be considered w.r.t Dell Customized image which are mentioned as
below
1 Third party CIM provider inclusion will be discontinued from upcoming versions of Dell Customized VMware ESXi images
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
Migration from vSphere 4.x to vSphere 5.x
When upgrading to ESXi 5.0, an important factor to be considered, is the difference
in the image contents. You are bound to see some warning/error messages during the
migration process due to the change in the image contents between 4.x and 5.0. Here are
some of the scenarios you may come across during migration from 4.x to 5.0
•
Scenario 1: Migration from VMware provided ESXi 4.x image to VMware provided
ESXi 5.0
To upgrade from VMware provided ESXi 4.x to VMware provided ESXi5.0, you will
come across an upgrade/install window as shown below (Refer Fig1). This is a straight
forward scenario where you see 3 options in which ‘Upgrade ESXi, Preserve VMFS datastore’
needs to be used for upgrade.
Fig1: Screen capture taken during migration from VMware provided ESXi 4.1
Update1 to VMware provided ESXi 5.0.
•
Scenario 2: Migration from VMware provided ESX 4.x Classic image to VMware
provided / Dell Customized ESXi 5.0
In this case there is a slight change in the term which is used while upgrading from a
classic 4.x branch to VMware provided / Dell Customized VMware ESXi 5.0. Instead of
‘Upgrade ESXi, preserve VMFS datastore’, it does show ‘Migrate ESX, preserve VMFS
datastore’. The important point to be considered here is that the COS (Console Operating
System) available in 4.x branch will be removed after migrating to ESXi 5.0. All applications
(Including Dell OpenManage) installed on classic 4.x will be removed during migration.
Hence, prior to proceeding with migration, make sure to backup the required data in COS.
The OpenManage software installed on COS needs to be reinstalled with the package
supported for ESXi 5.0.
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
Fig2: Screen capture taken during migration from VMware provided ESX 4.1
Update1 to VMware provided / Dell Customized ESXi 5.0
•
Scenario 3: Migration from Dell customized VMware ESXi 4.1 Update1 image to
VMware provided ESXi 5.0:-
Fig3: Screen capture taken during migration from Dell Customized VMware ESXi 4.1
update1 to VMware provided ESXi 5.0
In the case of migration from Dell Customized VMware ESXi 4.1 Update1 to VMware
provided ESXi 5.0, you will see the option ‘Force Migrate ESXi’ instead of ‘Upgrade ESXi’
(Refer Fig3) The reason is because some of the driver versions or configurations, available as
part of Dell Customized VMware ESXi 4.1 Update1 image, are not present in VMware
provided ESXi 5.0. This option informs the end user that the current install has custom VIBs
and proceeding with the migration may make the system unstable. As an example the
instability refers to making the system not able to use a device where the proper driver is
not present after migration. Considering this, Dell recommends to upgrade from Dell
customized VMware ESXi 4.x to ESXi 5.0 using latest Dell Customized VMware ESXi 5.0 image.
Warning Information similar to the below screen capture is shown (Refer Fig4) when you
enter into the option ‘Force Migrate ESXi, preserve VMFS datastore’. This shows packages
which are present in Dell customized VMware ESXi 4.1 Update1 but not present in the image
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
used for migration to ESXi 5.0. If you select this option, keep in mind that functionalities for
some of the cards present in the system may be lost due to the driver unavailability if any.
However you can download the drivers from VMware download page and install it manually.
Dell recommends to upgrade from Dell customized VMware ESXi 4.x to ESXi 5.0 using latest
Dell customized VMware ESXi 5.0 image.
Fig4: Screen capture taken during migration from Dell Customized VMware ESXi 4.1
update1 to VMware provided ESXi 5.0 - Warning message shown during upgrade
•
Scenario 4: Migration from Dell Customized 4.1 Update1 to Dell customized
VMware ESXi 5.0:-
In this case also, you will see the option ‘Force Migrate’ (Refer Fig5). This is due to
the absence of a couple of drivers in VMware provided ESXi 5.0 compared to VMware
provided ESXi 4.1 Update1. VMware provided ESXi 4.1 Update 1 (onwards) image
includes the 3ware SCSI driver (3w-9xxx) and Neterion (NIC) vxge drivers (Refer Fig6). These
are not Dell added drivers. Vxge driver is deprecated from 5.0 onwards. 3w-9xxx is not
available in VMware provided/Dell Customized VMware ESXi 5.0 by default. Refer
http://www.vmware.com/support/vsphere5/doc/vsphere-update-manager-50-releasenotes.html for more details. Dell recommends doing a ‘Force Migrate’ in this case.
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
Fig5: Screen capture taken during migration from Dell Customized VMware ESXi 4.1
Update1 to Dell Customized VMware ESXi 5.0
Fig6: Screen capture taken during migration from Dell Customized VMware ESXi 4.1
Update1 to Dell Customized VMware ESXi 5.0 - Warning message during upgrade
Dell recommends doing a ‘Force Migrate’ in this case as this upgrade method will not remove any
functionality if you don’t have peripherals which make use of ‘vxge’ and 3ware SCSI driver. Also note
that Dell doesn’t support the peripherals which support these drivers.
Dell OpenManage
Dell OpenManage software is a suite of system management applications for managing
Dell PowerEdge servers. This software enables you to manage your systems with proactive
monitoring, diagnosis, notification, remote access etc. Here we discuss about how openmanage
component is taken care of during migration. Here we consider two cases where openmanage
comes into picture during/after migration:-
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Upgrading to ESXi 5.0 using Dell Customized VMware ESXi images
•
On VMware ESX classic servers the OpenManage server administrator
components gets installed onto the service console of the system. From ESXi
5.0 onwards, Service Console (COS) is no longer available. During migration,
the COS gets removed along with applications which are part of COS. Hence
after migration you need to reinstall the OpenManage application by
following the procedure documented at Dell support site. Dell uses
VMware's VIB (vSphere Installation Bundle) mechanism to install Dell
OpenManage Server Administrator agent in ESXi
•
Considering the case where you migrate from an ESXi 4.1.x/4.0.x server
which has Open Manage component configured, to Dell Customized
VMware ESXi 5.0, here also you need to reinstall OpenManage again as the
migration removes the OEM extensions from the system. Also Dell
Customized VMware ESXi 5.0 doesn’t carry the OpenManage component as
mentioned earlier. Download the OpenManage VIB supported for ESXi 5.0
from Dell support site and follow the instructions to install the same.
Licensing
Dell Customized VMware ESXi 4.x/4.0.x Embedded Edition consists of a Stand Alone
License (SAL) key embedded in it. When migrating to ESXi 5.0 using Dell Customized VMware
ESXi 5.0 build, the license mode is to set to Stand Alone Edition as the Dell Customized ESXi
image carries the license key for 5.0. However, if you migrate to ESXi 5.0 using VMware
provided ESXi 5.0 image, the license mode is set to ‘Evaluation’. This is because the license
which is embedded in the 4.x image is removed during migration. Since the VMware
provided image doesn’t carry any license keys, the license mode is set to ‘Evaluation’. Note
that evaluation will get expired in 60 days after install/migration.
Summary
Dell recommends using Dell Customized VMware ESXi images as it contains updated
driver versions and providers compared to what available in VMware provided ESXi images.
The main advantage of using the Dell customized image is that it carries the updated drivers
as part of the Installation CD. However, customers can further update the driver versions
based on the requirement and availability at the VMware website.
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