ESXi Installation and Configuration

VMware is pushing hard on the embedded version of its product, because the footprint is now much smaller it can be embedded into flash drives and ROMs. However for the time being there is still a good old fashioned installable version which is freely available for use.

Installation

As I have mentioned you can have a running ESXi server from a flash drive, this is called the embedded version of the VMware hypervisor, eventually this O/S will be in a ROM on the motherboard. All that will be left to do is setup a password, the IP address and server name which can all be done via the Direct Console User Interface (DCUI).

To create a USB memory stick for ESXi follow the below, please change the below to the latest version as I might not have the latest version below

USB stick

Make sure that the USB stick is supported by VMware, here are some of the supported one, but do check with VMware web site

  • Kingston DataTraveller II
  • Lexar JumpDrive
  • SanDisk Cruzer Micro
  • SanDisk SADUFD2AA-4096

For testing purposes I would try any USB stick and see if it works, however try and make sure it is USB 3.0 compatible and is at least 16GB and is a high-speed device.

Installation

You will need to download the installable version ISO file, for here we will need to obtain the .dd image file which will be used to image a USB stick. Below is how to install onto a USB using Linux

  1. Create a mounting point for the ISO image

    # mkdir /mnt/isocd
  2. Using the mount command mount the ISO image

    # mount -o loop -t iso9660 -r /tmp/VMware-VMvisor-Installer-7.0b-16324942.x86_64.iso /mnt/isocd
  3. Copy the image.tgz file to /root

    # cp /mnt/isocd/image.tgz /root
  4. From the image.tgz, extract the .bz2 file, which contains the .dd file

    # tar -zxvf mnt/isocd/image.tgz *.dd.bz2
  5. Unzip the .bz2 file

    # bunzip2 /root/usr/lib/vmware/installer/VMware-VMvisor-big-NNNNNN-x86_64.dd.bz2
  6. Identify the Linux device name for the USB stick, use fdisk

    # fdisk -l |grep Disk
  7. Use the dd command to transfer the image file to the device, file in this case was 890MB

    # dd if=VMware-VMvisor-big-NNNNNN-x86_64.dd of=<USB device path>
  8. Confirm if the USB stick is an exact image by using md5sum command

    # ls -l VMware-VMvisor-big-NNNNNN-x86_64.dd
    # md5sum VMware-VMvisor-big-NNNNNN-x86_64.dd

I am not going to go over how to configure the rest of the ESXi server as there are many documents on the web already and the DCUI is very easy to use, however I will point out some defaults that have been created

One thing regarding the network setup is that you can now test the network configuration within the DCUI which is very handy, a couple of screens in the DCUI are worth noting

The last thing to mention is the tech support command-line/Putty access although you can use Putty to access the ESXi server it is not supported and maybe removed in future releases, from the DCUI screen. To configure select "troubleshooting mode options" then select "Enable remote tech support (SSH)", you then can restart the management network. You now should be able to ssh to the ESXi server and login as root. However if you want to use a command-line tool you should use either vCLI or PowerShell, again I will be covering these tools in another section.

You can also access a command-line from the console as long "Local Tech Support" has been enabled, which is in the troubleshooting mode options screen.

Console comand-line

Make sure "Local Tech Support" has been enable in the DCUI

  1. At the splash screen hit ALT+F1
  2. login as root using root's password
  3. Now you should have a command-line

vSphere UI

In older versions you had to install a vSphere client however by default the newer ESXi versions have a HTML 5 UI interface in which to configure the ESXi server.

The UI interface has all the option that the old client used to have, however many new features have been added to make it easier to configure the ESXi server.

vCenter Installation

vCenter is a management application that allows you to manage many ESXi servers in a single window. vCenter now comes as an appliance you simply download the vCenter installer and run it from your desktop/laptop, during the setup you give details on the ESXi server on which the vCenter server will be installed and will run from.

I have moved this section to it own vCenter installation section as its quite lengthly in terms of screenshots and explainations, I also have a vCenter Management section on how to manager the server itself after being installed.