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Eric Gray SER1963BE #VMworld #SER1963BE Technical Overview of VMware ESXi Host Lifecycle Management with Update Manager, Auto Deploy, and Host Profiles @eric_gray VMworld 2017 Content: Not for publication or distribution

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Page 1: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Eric Gray

SER1963BE

#VMworld #SER1963BE

Technical Overview of VMware ESXiHost Lifecycle Management with Update Manager, Auto Deploy, and Host Profiles

@eric_gray

VMworld 2017 Content: Not fo

r publication or distri

bution

Page 2: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

3

Are ESXi patches

cumulative?

How do I patch

custom OEM

images?

With Auto Deploy, is

DHCP a single point

of failure?

Do stateless hosts

keep SSH & SSL

identities after

reboot?

When do I need to

upgrade a host

profile?

#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 3: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Update Sequence for vSphere 6.5 and Compatible Products

4

KB 2147289Mastering the VMware Tools Lifecycle in

Your vSphere Data Center

[SER1957BE] Wednesday 11:00

#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 4: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

End of General Support Is Here for ESXi Releases Prior to 5.5

5

ESXi 6.5 Recently Extended!

#SER1963BE CONFIDENTIAL

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Page 5: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

VMware ESXi – Despite the CLI, It’s NOT Linux

6#SER1963BE CONFIDENTIAL

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Page 6: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Understanding the ESXi Disk Partitioning Scheme

7

bootbank

store

scratch

VMFS

altbootbank

250 MB

250 MB

286 MB

4 GB

n GB

#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 7: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Host Updates Are Applied to the Unused Bootbank

8

bootbank

altbootbank

:~] cat bootbank/boot.cfg

bootstate=0

build=6.0.0-2.37.3825889

updated=10

:~] cat altbootbank/boot.cfg

bootstate=0

build=6.0.0-2.34.3620759

updated=9

#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 8: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

9#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 9: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

VIB Details are Available Through esxcli

10#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 10: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Build numbers and versions of VMware ESXi

11

KB 2143832

#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 11: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Access My.VMware to Download Patch Releases

12

Only the latest download is required –

ESXi patches are cumulative

#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 12: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Demystifying VMware ESXi Patch Release Contents

13

• VIB #1

• VIB #2

• VIB #3

• VIB #1

• VIB #2

• VIB #3

ESXi650-201703401-BGCategory: BugfixSeverity: Critical

Patch Release: ESXi650-201703001

Bulletins Image Profiles

• VIB #1• VIB #2• VIB #3

ESXi-6.5.0-20170304001-standard

• VIB #1• VIB #2• VIB #3

• VIB #4• VIB #5• VIB #6

• VIB #7• VIB #8• VIB #9

ESXi650-201703001.zip

Each item above has a corresponding KB article#SER1963BE CONFIDENTIAL

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Page 13: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Optimized OEM Custom Images from VMware Partners

14

ISO or offline bundle from

your favorite server vendor

Optimized drivers and

management agents

From My.VMware or

partner support sites

#SER1963BE CONFIDENTIAL

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Page 14: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

But how can I patch OEM images?

15

Create new image with PowerCLI

or GUI Image Builder

Update Manager applies

patches to all images

#SER1963BE CONFIDENTIAL

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Page 15: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

16

VMworld 2017 Content: Not fo

r publication or distri

bution

Page 16: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

17

VMworld 2017 Content: Not fo

r publication or distri

bution

Page 17: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

But how can patches be cumulative with such varying sizes?

18#SER1963BE CONFIDENTIAL

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Page 18: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Security-only Profiles Without Other Enhancements or Fixes

19#SER1963BE CONFIDENTIAL

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Page 19: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

These “s” Profiles Include Two Variations of Certain VIBs

20

Same release dates,

Different versions

#SER1963BE CONFIDENTIAL

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Page 20: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Select an Update Approach Based on Desired Optimizations

21

Scalable

Automated

Interactive

Simple

Auto

Deploy

ISO

KS

VUM

CLI

Scripts

#SER1963BE CONFIDENTIAL

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Page 21: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Update Manager Automates the Patching Process

• VUM downloads ESXi patches via the Internet

• Administrators create and attach patch baselines

• DRS enables rolling updates with zero downtime

22#SER1963BE CONFIDENTIAL

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Page 22: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Intelligent Integration with vSAN Clusters in vSphere 6.5 U1

23

VUM Determines Best

vSAN Upgrade

Generates Baseline and

Downloads Software

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Page 23: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Update Manager Patches are Bulletins, not Image Profiles

24#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 24: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

25

UPGRADE

UPGRADE

VUM Can Patch or Upgrade Multiple ESXi Releases

5.5

6.0

6.5

Remediation Supported by VUM 6.5

or

or

PATCH

PATCH

PATCH

#SER1963BE CONFIDENTIAL

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Page 25: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

VUM Architecture Improvements in vSphere 6.5

26

vCenter Server

6.0 or 6.5

on Windows

Update

Manager

on Windows

VCSA 6.5 with

Integrated VUM

Additional Windows VM for VUM

Extra configuration & DB dependency

Sizing and latency considerations

No inherent backup or failover

Integrated and enabled by default

Zero setup; embedded DB

Scalable and low impact on resources

Leverages VCSA HA and backup

Migration

Support!

#SER1963BE CONFIDENTIAL

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r publication or distri

bution

Page 26: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

2-3x

increase

Update Manager Scalability Increased in vSphere 6.5

27

Concurrent Operations 6.0 6.5

ESXi host scan 75 232

ESXi host patch / upgrade 71 232

VMware Tools / VM hw scan 90 200

VMware Tools / VM hw upgrade 75 200

#SER1963BE CONFIDENTIAL

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Page 27: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Why Stateless Compute Infrastructure?

28

Unified Workflow

Install Patch Upgrade

Consistency

Faster deploymentsReduced effort

Speed

Centralized ControlImagesConfigurationDiagnostics

Efficiency

#SER1963BE CONFIDENTIAL

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Page 28: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Configure Auto Deploy Hosts with Host Profiles

29

• Use any combination of configuration tools:

PowerCLI, esxcli, graphical interfaces

• Modified elements are part of profile

• Names and values are case-sensitive

Extract settings

from a

configured host

CREATE

Copy from a host

-or-

Edit via GUI

UPDATE

#SER1963BE CONFIDENTIAL

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Page 29: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Host Profiles are Forward Compatible

30

6.0

VMware ESXi

Host Profile

6.5

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Page 30: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Upgrade Hosts First, then Update the Host Profile

31

6.0

VMware ESXi

Host Profile

6.5

VMware ESXi

Host Profile

#SER1963BE CONFIDENTIAL

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Page 31: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Hosts Also Require Unique Configuration Settings

32

vmk0

vmk1

root pass

hostname

#SER1963BE CONFIDENTIAL

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Page 32: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Mandatory Customizations Must be Provided for Compliance

33

vmk0

vmk1

root pass

10.197.34.86

255.255.255.0

172.24.10.86

255.255.0.0

**********

hostname

Ho

st

Cu

sto

miz

ati

on

s

host86.vcritical.com

#SER1963BE CONFIDENTIAL

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Page 33: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

34

Provide host

customizations

in CSV file

#SER1963BE CONFIDENTIAL

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Page 34: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

35

Boost

efficiency and

maintain a

config record!

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Page 35: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Unique Identifiers are Properly Handled for Stateless Hosts

36

SSL Certificates

SSH Keys

#SER1963BE CONFIDENTIAL

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Page 36: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Catch a Glimpse of Zero-Touch Cluster Deployments

37#SER1963BE CONFIDENTIAL

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Page 37: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Side-by-Side Compliance Results

38

Quickly determine

course of action!

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Page 38: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Rolling or Parallel Profile Remediation

39

Reduces time

spent

monitoring

remediation!

#SER1963BE CONFIDENTIAL

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Page 39: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Easily Copy Settings From One Profile to Many

40

Manage

Multiple Host

Profiles More

Effectively!

#SER1963BE CONFIDENTIAL

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bution

Page 40: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

If you want uptime, prepare for downtime

41

Photo: Luis García

Boot storms

Infrastructure

dependencies

Auto Deploy backup

#SER1963BE CONFIDENTIAL

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Page 41: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Auto Deploy Reverse Proxy Caching in vSphere 6.5

42

Improve host boot time &

reduce impact on vCenter Server

#SER1963BE CONFIDENTIAL

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Page 42: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Take Regular Backups of Auto Deploy Configuration

43

New PowerCLI cmdlet in

vSphere 6.5 – exports config,

database, SSL certs, cache,

and more

#SER1963BE CONFIDENTIAL

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Page 43: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Stateless Hosts Often Rely on Dynamic IP Addressing

44

NIC ● MAC Address ● Switch

Single points of failure?

Three

approaches to

improve DHCP

resiliency

#SER1963BE CONFIDENTIAL

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Page 44: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Configure Redundant Physical Boot Interfaces and Switches

45#SER1963BE CONFIDENTIAL

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Page 45: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

1) Redundant DHCP Reservations

46

Associate two MAC addresses

with one IP address

VMkernel uses the boot MAC

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Page 46: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

2) DHCP Boot & Transition to Static IPs

47

Use pool of DHCP addresses,

No reservations

Configure Host Profile with

Static IP addresses

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Page 47: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

3) Dedicated DHCP Boot Network – Operational Traffic on vDS

48

VLAN dedicated for PXE booting

on-board NICs

Host management interface is

on vDS – DHCP or static

#SER1963BE CONFIDENTIAL

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Page 48: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Multiple Approaches to vSphere Host Lifecycle Management

49#SER1963BE CONFIDENTIAL

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Page 49: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Host Lifecycle Management Takeaways

• VMware ESXi patches are cumulative!

– Patches, upgrades, and fresh installs result in a similar state

• Develop workflows to keep OEM images secure from exploits

• Choose the lifecycle management approach that is best for your data center

– Stateful with Update Manager applies patch bulletins

– Auto Deploy uses complete ESXi image profiles for all operations

• vSphere 6.5 enhancements boost manageability and reliability

– Embedded Update Manager with increased scale

– Bulk host customizations

– Simple reverse proxy setup

– Quick Auto Deploy configuration backup

50#SER1963BE CONFIDENTIAL

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Page 50: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

Additional Resources and Opportunities to Interact

51#SER1963BE CONFIDENTIAL

UX Design Studio – ESXi Lifecycle

https://calendy.com/vsphere-lifecycle/eu/

“Meet the Experts”

[MTE4718E] Wednesday 13:15VMworld 2017 Content: N

ot for publicatio

n or distribution

Page 51: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

VMworld 2017 Content: Not fo

r publication or distri

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Page 52: Host Lifecycle for publication Update Manager, VMworld 2017€¦ · Host Lifecycle Management Takeaways •VMware ESXi patches are cumulative! –Patches, upgrades, and fresh installs

VMworld 2017 Content: Not fo

r publication or distri

bution