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Experion MX Virtualization Installation and Configuration

User Manual

6510020600 Rev 01

Experion MX Virtualization Installation and Configuration Contents

Experion MX Virtualization Installation and Configuration

User Manual

May, 2018


Confidentiality Statement

This manual is a product of Honeywell. It is intended for use only by Honeywell and customer personnel in connection with

Honeywell products. It is strictly prohibited to copy this manual or any part thereof or to transfer this manual or any part

thereof to any non-Honeywell person or entity, except customer personnel for use in connection with Honeywell products.

Persons employed by a third-party service company shall not have access to this manual.

Notice

All information and specifications contained in this manual have been carefully researched and prepared according to the best

efforts of Honeywell, and are believed to be true and correct as of the time of this printing. However, due to continued efforts

in product improvement, we reserve the right to make changes at any time without notice.

Trademarks

All trademarks and registered trademarks are the properties of their respective holders.

Copyright

© 2018 - Honeywell International Sàrl

All rights reserved. No part of this publication may be reproduced or translated, stored in a database or retrieval system, or

transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior

written permission of Honeywell.


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Contents

1. Introduction ........................................................................................................................... 1-1

1.1. Audience ....................................................................................................................... 1-1

1.2. About This Manual ....................................................................................................... 1-1

1.3. Related Reading ............................................................................................................ 1-2

1.4. Conventions .................................................................................................................. 1-4

2. Getting Started with QCS Virtualization ........................................................................... 2-1

2.1. Virtualization Components ........................................................................................... 2-1

2.1.1. vSphere Components ........................................................................................ 2-1 2.1.1.1. ESXi ............................................................................................................. 2-1

2.1.2. vCenter .............................................................................................................. 2-2

2.1.3. vSphere Client Interfaces .................................................................................. 2-2

2.1.3.1. vSphere Client .............................................................................................. 2-2 2.1.3.2. vSphere Web Client ..................................................................................... 2-2

2.1.4. Network ............................................................................................................. 2-2

2.1.4.1. Management Network .................................................................................. 2-2 2.1.4.2. Production Network ..................................................................................... 2-3

2.1.5. Storage .............................................................................................................. 2-4 2.1.5.1. Datastore ...................................................................................................... 2-4

3. System Requirements ............................................................................................................ 3-1

3.1. Hardware Requirements ................................................................................................ 3-1 3.1.1. Host Server ........................................................................................................ 3-1 3.1.2. Client Workstation ............................................................................................ 3-2

3.2. Software Requirements ................................................................................................. 3-2

4. Setup the Virtualization Hardware ..................................................................................... 4-1

4.1. Configure the ESXi host local disk array ...................................................................... 4-1

4.2. Configure the ESXi host BIOS settings ........................................................................ 4-3

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5. Install and Configure ESXi Server ...................................................................................... 5-1

5.1. Install ESXi Operating System ..................................................................................... 5-1

5.1.1. Download ESXi installer image ....................................................................... 5-1 5.1.2. Install ESXi 6.0 Using the Interactive Mode .................................................... 5-2 5.1.3. Upgrade from ESXi 5.5 to ESXi 6.0 ................................................................ 5-4

5.2. Configure ESXi Server ................................................................................................. 5-8 5.2.1. Configure IP Settings for ESXi ........................................................................ 5-8

5.2.2. Change the ESXi host root password ............................................................... 5-9

6. Install and Configure vSphere Client ................................................................................. 6-1

6.1. Install VMware vSphere Client .................................................................................... 6-1

6.2. License the ESXi Server ............................................................................................... 6-5

7. Install and Configure vCenter Server ................................................................................. 7-1

7.1. About management ESXi host ...................................................................................... 7-1

7.1.1. Supported management workloads ................................................................... 7-2

7.2. About vCenter Server installation................................................................................. 7-4

7.3. Considerations for vCenter Server ................................................................................ 7-4

7.4. Create a vCenter Server virtual machine ...................................................................... 7-5 7.4.1. Download the vCenter Server 6.0 U3 installer image ...................................... 7-9

7.4.2. Add the vCenter server to Management network ............................................. 7-9 7.4.3. Create a virtual machine to host vCenter Server ............................................ 7-13

7.4.4. Install vCenter Server ..................................................................................... 7-28

7.4.5. Adding vCenter Server virtual machine forward and reverse lookup in DNS 7-38

7.4.6. Install VMware vSphere Web Client plug-in ................................................. 7-43 7.4.7. Setup and configure web client ....................................................................... 7-45

7.4.8. Configure the vCenter Server ......................................................................... 7-50 7.4.8.1. Configure vCenter Server for domain access ............................................ 7-50 7.4.8.2. Configure License Settings for vCenter Server ......................................... 7-54

7.4.9. Planning how to organize the vCenter Server ................................................ 7-58 7.4.9.1. VMware inventory objects ......................................................................... 7-58 7.4.9.2. Datacenter organization guidelines ............................................................ 7-60

7.4.10. Organizing the datacenter ............................................................................... 7-64

7.4.10.1. Example datacenter organization ............................................................. 7-65 7.4.11. Planning for time synchronization .................................................................. 7-65 7.4.12. Time synchronization considerations ............................................................. 7-65

7.4.13. Upgrade virtual hardware version................................................................... 7-67 7.4.14. Install the Experion virtual machine utility .................................................... 7-69

7.5. Installing VMware vSphere Update Manager ............................................................ 7-70

7.6. Installing the VMware vSphere Update Manager plug-in .......................................... 7-78

7.7. Configuring VMware vSphere Update Manager ........................................................ 7-81


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8. Network configuration .......................................................................................................... 8-1

8.1. Network configuration for a management host ............................................................. 8-1

8.1.1. Configure the Management Network ................................................................ 8-2 8.1.2. Enable 1 Gbps network ..................................................................................... 8-3 8.1.3. Create and configure the Measurement LAN and Process LAN ...................... 8-4

9. Create and set up of Virtual Machine ................................................................................. 9-1

9.1. Create a Virtual Machine .............................................................................................. 9-1

9.2. Setting up the Virtual Machine ..................................................................................... 9-7 9.2.1. Assign network to the virtual machine ............................................................. 9-7 9.2.2. BIOS setting to boot from the CD-ROM device............................................... 9-9 9.2.3. Add CD/DVD Drive to the Virtual Machine .................................................. 9-11

9.2.4. Add USB controller to the Virtual Machine (optional) .................................. 9-12 9.2.5. Add USB Device to the Virtual Machine ....................................................... 9-14

9.2.6. Add Hard Disk to Virtual Machine ................................................................. 9-15 9.2.7. Add Hard Disk to Virtual Machine for Extended EHDB ............................... 9-16

9.2.8. Resource Allocation for Virtual Machine ....................................................... 9-21

10. Installation Instructions ................................................................................................. 10-1

10.1. Installation and Configuration of QCS Server on Virtual Machine ...................... 10-1

10.1.1. QCS Server ..................................................................................................... 10-1

10.2. Installation and Configuration of Alliance View on Virtual Machine .................. 10-2

10.2.1. Alliance View ................................................................................................. 10-2

11. Final Installations and Configuration Steps ................................................................. 11-1

11.1. VMware Tool Installation ..................................................................................... 11-1

11.2. VM Auto Startup and Shutdown settings ............................................................. 11-2

11.3. Export and Import the VM .................................................................................... 11-5 11.3.1. Export the VM file .......................................................................................... 11-5

11.3.2. Import the VM file .......................................................................................... 11-7

12. QCS VM for Customer Supplied ESXi Host ................................................................ 12-1

12.1. Aspera ................................................................................................................... 12-1

12.2. Creation of VM at Virtual Engineering Platform (VEP) .................................... 12-18

12.3. Installation and Configuration of VM Template ................................................. 12-23

12.3.1. QCS-Only Server .......................................................................................... 12-23

12.3.2. AllianceView / Operator Station ................................................................... 12-24

12.3.3. Integrated QCS/Experion PKS Server .......................................................... 12-26

12.4. Create Service Request ....................................................................................... 12-27

13. Troubleshooting .............................................................................................................. 13-1

13.1. TCP Checksum offload ......................................................................................... 13-2

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13.1.1. Enable SSH in the ESXi host .......................................................................... 13-2 13.1.2. Log on to ESXi host through SSH and run the commands to disable the TCO 13-

4

14. Glossary ........................................................................................................................... 14-1

List of Figures Figure 2-1 Basic Network Topology Diagram for QCS virtualization system. ...................................... 2-3

Figure 2-2 Network Topology with Management Node (vCenter) Diagram for QCS virtualization

system. ............................................................................................................................................. 2-4

Figure 8-1 Network configuration for ESXi server. ................................................................................ 8-2

List of Tables Table 3-1 QCS VMs scenarios ................................................................................................................ 3-1 Table 7-1 vCenter Server preparation considerations.............................................................................. 7-4

Table 12-1 QCS Systems Types .......................................................................................................... 12-21 Table 12-2 QCS-Only Server VM Installation Checklist .................................................................... 12-23

Table 12-3 QCS-Only Server VM Configuration Checklist ............................................................... 12-24 Table 12-4 AllianceView / Operator Station Server VM Installation Checklist ................................. 12-25

Table 12-5 AllianceView Server VM Configuration Checklist .......................................................... 12-25 Table 12-6 Integrated QCS Server VM Installation Checklist ............................................................ 12-26 Table 12-7 Integrated QCS Server VM Configuration Checklist ....................................................... 12-26

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1. Introduction

This manual provides guidance on how to implement a virtualized QCS

environment.

1.1. Audience

This manual is for users who are responsible for installing, and configuring

VMware and QCS components in a virtualized QCS environment.

1.2. About This Manual

This manual contains 14 Chapters.

Chapter 1, Introduction, provides Introduction of the manual.

Chapter 2 , Getting Started with QCS Virtualization, provides the basic

overview of different virtualization components.

Chapter 3 , System Requirements, provides the hardware and software

requirements details for the QCS virtualization.

Chapter 4, Setup the Virtualization Hardware, provides the procedure to set

up the ESXi host hardware.

Chapter 5, Install and Configure ESXi Server, provides the procedure install

and configure the ESXi server.

Chapter 6, Install and Configure vSphere Client, provides the procedure to

install and configure the vSphere Client.

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Chapter 7, Install and Configure vCenter Server, provides the procedure to

install and configure the vCenter Server.

Chapter 8, Network configuration, provides the procedure for network

configure.

Chapter 9, Create and set up of Virtual Machine, provides the procedure to

create and set up Virtual Machine.

Chapter 10, Installation Instructions, provides installation checklist and

provide the procedures on how to install the QCS virtualization.

Chapter 11, Final Installations and Configuration Steps, provides the

procedures to install and configure the VMware Tools, VM Auto startup and

Shutdown, Import & Export, and so on.

Chapter 12, QCS VM for Customer Supplied ESXi Host, provides the

details on how to create VM at VEP on customer supplied ESXi Host.

Chapter 13, Troubleshooting, provides the details on how to solve the QCS

virtualization related issues.

Chapter 14, Glossary, provides the definition of the terms and acronyms used

in this manual.

1.3. Related Reading

The following documents contain related reading material for R700.

Honeywell P/N Document Title / Description

EPDOC-X136-en-500A

Experion Software Installation User’s Guide R500.1

EPDOC-X147-en-500B

Experion Virtualization Planning and Implementation Guide

EPDOC-X175-en-500A

Experion PKS R500.1 Support Media Software - Software Change Notice

EPDOC-X175-en-500A

Experion PKS R500.1 Software Change Notice

6510030221 Production of QCS-Only Server On Windows Server 2016 R2 using Init Media

6510020594 Experion MX R70x Release and Installation Notes

6510020593 Experion MX R70x Configuration and Maintenance Guide


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6510020597 Real-Time Application Environment(RAE) R700.1 Remote Desktop Services Installation and Configuration Guide

6510020599 Experion MX R700.1 Software Change Notice

- QCS Compatibility Matrix

- vSphere Monitoring and Performance Guide, available at VMware Support, varies according to vSphere release.

- Installing and Configuring SQL Server 2014 and vCenter Server 6.0

The following documents contain related reading material for R701.


EPDOC-X136-en-501A

Experion Software Installation User’s Guide R501.1

EPDOC-X147-en-500B

Experion Virtualization Planning and Implementation Guide

EPDOC-X166-en-501C

Experion PKS R501.1 Software Change Notice

6510030225 Production of QCS-Only Server On Windows Server 2016 R2 using Init Media

6510020622 Experion MX R701 Release and Installation Notes

6510020593 Experion MX R70x Configuration and Maintenance Guide

6510020597 Real-Time Application Environment(RAE) R700.1 Remote Desktop Services Installation and Configuration Guide

6510020620 Experion MX R701.1 Software Change Notice

- QCS Compatibility Matrix

- vSphere Monitoring and Performance Guide, available at VMware Support, varies according to vSphere release.

- Installing and Configuring SQL Server 2014 and vCenter Server 6.0

GTAC Experion Virtualization Audit Document


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1.4. Conventions

The following conventions are used in this manual:

Text may appear in uppercase or lowercase except as specified in these conventions.

Boldface Boldface characters in this special type indicate your input. Special Type Characters in this special type that are not boldfaced indicate system prompts,

responses, messages, or characters that appear on displays, keypads, or as

menu selections.

Italics In a command line or error message, words and numbers shown in italics

represent filenames, words, or numbers that can vary; for example, filename

represents any filename.

In text, words shown in italics are manual titles, key terms, notes, cautions, or

warnings.

Boldface Boldface characters in this special type indicate button names, button menus,

fields on a display, parameters, or commands that must be entered exactly as

they appear.

lowercase In an error message, words in lowercase are filenames or words that can vary.

In a command line, words in lowercase indicate variable input.

Type Type means to type the text on a keypad or keyboard.

Press Press means to press a key or a button. [ENTER]

or [RETURN] [ENTER] is the key you press to enter characters or commands into the

system, or to accept a default option. In a command line, square brackets are

included; for example: SXDEF 1 [ENTER]

[CTRL] [CTRL] is the key you press simultaneously with another key. This key is

called different names on different systems; for example,

[CONTROL], or [CTL].

[KEY-1]-KEY-2 Connected keys indicate that you must press the keys simultaneously; for

example,

[CTRL]-C.

Click Click means to position the mouse pointer on an item, then quickly depress

and release the mouse button. This action highlights or “selects,” the item

clicked.

Double-click Double-click means to position the mouse pointer on an item, and then click

the item twice in rapid succession. This action selects the item “double-

clicked.”

Drag X Drag X means to move the mouse pointer to X, then press the mouse button

and hold it down, while keeping the button down, move the mouse pointer.

Press X Press X means to move the mouse pointer to the X button, then press the

mouse button and hold it down.


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The attention icon appears beside a note box containing information that is

important.

The caution icon appears beside a note box containing information that

cautions you about potential equipment or material damage.

The warning icon appears beside a note box containing information that

warns you about potential bodily harm or catastrophic equipment damage.

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2. Getting Started with QCS Virtualization

This chapter provides an overview for the installation and configuration of a

virtualized QCS system.

Current release of Virtualization solution supports QCS Server, QCS Operator

Station, AllianceView.

2.1. Virtualization Components

This section describes some of the hardware and software elements used in

virtualized QCS system.

2.1.1. vSphere Components

VMware vSphere is a suite of software components for virtualization. To run

vSphere environment, you must have the components such as, ESX/ESXi,

vCenter Server, Datastore, and so on.

2.1.1.1. ESXi

VMware ESXi is an enterprise level computer virtualization product and it used to

host the virtual machines as a set of configuration and disk files that together

perform all the functions of a physical machine.

Through ESXi, you can run the virtual machines, install operating systems, run

applications, and configure the virtual machines.

The ESXi server provides management capabilities and other services that

manage the virtual machines.

Experion MX Virtualization Installation and Configuration User Manual Getting Started with QCS Virtualization

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2.1.2. vCenter

The vCenter Server contains the required software components for the

administration of virtual machines, ESXi hosts, and the virtualization

environment.

2.1.3. vSphere Client Interfaces

There are several ways to access vSphere components. vSphere interface options

include, vSphere Client, vSphere web access, VMware service Console, vSphere

Command-Line Interface. The vSphere Client interface is the tool most often used

to interface with a virtualized QCS system. For more information, refer to the

vSphere Monitoring and Performance Guide, available at VMware Support,

varies according to vSphere release.

2.1.3.1. vSphere Client

vSphere Client is a required component and the primary interface for creating,

managing, and monitoring virtual machines, their resources, and their hosts. In

addition, it provides console access to virtual machines.

vSphere Client is installed on a physical Windows computer with network access

to the ESXi system. You cannot use the vSphere Client to edit the settings of

virtual machines of hardware version 10 or higher.

2.1.3.2. vSphere Web Client

The vSphere Web Client is a server application that provides a browser-based

alternative to the traditional vSphere Client. The editing setting of a virtual

machine running hardware version 10 is supported only with the vSphere Web

Client. After upgrading to hardware version 10, you must use vSphere Web Client

to perform edit settings.

2.1.4. Network

2.1.4.1. Management Network

Management Nodes (for example, vSphere Client, vCenter server, management

ESXi host, and so on) contain the software components for the administration and

management of the virtual infrastructure. The management network separates the

management network traffic between the ESXi hosts and the management nodes


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from the Mill network (For example, Measurement LAN, Control LAN) or

production traffic.

Honeywell recommends that network traffic between ESXi hosts and the

management host be directed to a separate network called the management

network.

2.1.4.2. Production Network

The QCS Server VMs run on the ESXi server host and connect to a separate

network, called the Production Network. Experion Server VMs, Physical

Operator Stations, Thin Clients, Scanners, and so on are nodes on the Production

Network. In QCS systems, the Measurement LAN, Process LAN, and any Mill

LANs are all considered as Production Networks. Refer to the Figure 2-1 for basic

network topology diagram for QCS virtualization system.

Figure 2-1 Basic Network Topology Diagram for QCS virtualization system.

Refer to the Figure 2-2 for network topology with Management Node (vCenter)

for QCS virtualization system.


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Figure 2-2 Network Topology with Management Node (vCenter) Diagram

for QCS virtualization system.

2.1.5. Storage

2.1.5.1. Datastore

Datastore represents a storage location for virtual machine files. A storage

location can be a VMFS volume, a directory on Network Attached Storage, or a

local file system path.

A datastore is platform-independent and host-independent. Therefore, datastore

do not change when the virtual machines they contain are moved between ESXi

hosts.

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3. System Requirements

This manual describes two different ways to create QCS VMs. The first procedure

uses the ESXi Host server and the second procedure uses the HPS cloud

environment. The procedure you choose to use depends on several factors. Refer

the below table to choose the correct installation scenario.

Table 3-1 QCS VMs scenarios

Scenario Scenario Name Reference

Scenario 1 Honeywell

supplied ESXi

host

If you use the ESXi Host servers to

create the VMs, then refer to sections

3.1 and 3.2 for the hardware and

software requirements and install

accordingly.

Scenario 2 Customer

supplied ESXi

host

If you use the HPS Cloud environment

to create the VMs, then for the detailed

procedure, refer to the Section 12.

3.1. Hardware Requirements

This section lists the hardware requirements for the ESXi Host Server and

vSphere Client / vSphere Web Client Workstation. For the latest hardware

requirement, refer to the QCS Compatibility Matrix.

3.1.1. Host Server

Refer to the HPS Virtualization Specification document, p/n EP03-700-100 for

Host server specifications.

Experion MX Virtualization Installation and Configuration User Manual System Requirements

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3.1.2. Client Workstation

HPS recommended workstation class computer running on Windows 10 can be

used for vSphere Client / vSphere Web Client Node. Some of the workstation

class computers recommended by HPS are:

• Dell Precision T5810 Workstation

• Dell Precision T3600XL

• Dell OptiPlex XE2

NOTE: VMware vSphere Client / vSphere Web Client also supported in Windows 7

Professional.

3.2. Software Requirements

• ESXi operating system

• OS COA kit which includes Init media and HPS released OS media

from Softco / ACT.

• Experion R50X.x SW and license

• LabVIEW 2015 SP1

• Experion MX RAE R70X.x SW and License

• Experion MX MD Control (Optional)

• Experion MX CD Control (Optional)

• Experion Virtualization CALs

A Client Access License (CAL) is required while using Experion MX

R70X.x software in a virtualized environment. It must be purchased

for each On-Process Level 2 virtual node listed below.

a. EP-PKSVMS (Experion Virtualization Server CAL)

An Experion Virtualization Server CAL is required for

virtualized L2 Experion MX Server nodes running on-process.

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Experion Virtualization Server CAL applies to the following

nodes:

i. Experion MX QCS Server

ii. Alliance View Server

iii. Integrated QCS Server with EPKS/PMD.

b. EP-PKSVMC (Experion Virtualization Client CAL)

An Experion Virtualization Client CAL is required for

virtualized L2 Experion MX Client nodes running on-process.

Experion Virtualization Client CAL applies to the following

nodes:

i. Experion MX QCS Operator Station

ii. Integrated QCS Operator Station with EPKS/PMD

iii. Integrated QCS Console Station with EPKS/PMD.

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4. Setup the Virtualization Hardware

4.1. Configure the ESXi host local disk array

This section must be followed only if Honeywell factory is setting up the ESXi

host server for QCS virtualization services.

NOTE: This section is not intended for the customer if they are using their own ESXi host

server.

Prior to installing the ESXi software, you must prepare the local disk array on the

ESXi host.

Honeywell recommends the use of a Dell PowerEdge R730 XL with a RAID 10

with hot spare configuration.

The Dell PowerEdge R730 XL should be pre-configured as RAID 10 with Hot

Spare as shipped from Dell. If it is not configured as RAID 10 with Hot Spare

then it must be configured manually.

To configure the computer to use RAID 10 with Hot Spare in R730 XL platform,

perform the following steps:

1. Press <Ctrl+R> while booting up the computer to start the RAID

Configuration Utility program.

2. Under Virtual Disk Management (VD Mgmt), select Controller 0 by

using the UP/DOWN ARROW key.

3. Press F2 to view the options available.

4. Select Create New VD by using the UP/DOWN ARROW key.

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5. Press [ENTER].

The Create New VD screen appears.

6. Press Enter.

7. Press the [TAB] key to select the RAID Level row.

8. Press [ENTER] to view the list of RAID Level available.

9. Select RAID-10 from the list by using the UP/DOWN ARROW key

and then press [ENTER].

10. Press the [TAB] key to go to Physical Disks section.

11. Under Physical Disks, select drives 00:00, 00:01, 00:02, 00:03, 00:04,

00:05, 00:06, and 00:07 by using SPACE key.

12. Press [TAB] key, to go to VD Name field under Basic Settings

section.

13. Under Basic Settings, type VD name in the VD Name field. For

example: SYSTEM

14. Press [TAB] key, to go to Advanced Settings section and press

SPACE key to select it.

15. Press [TAB] key to move to Initialize row and press SPACE key to

select it.

16. Press [TAB] key to move to OK and press [ENTER].

Initialization deletes all the data in the virtual disk and a message

appears, and prompts you to confirm deletion of the data.

17. Select OK and press [ENTER] to continue.

18. Press <Ctrl+N> to go to PD Mgmt main window.

19. Under Physical Disk Management, select disk 00:08 by using the

UP/DOWN ARROW key.

20. Press F2 to view the options available.

21. Select Make Global HS from the list.

22. Press [ENTER].


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A message appears, and prompts you to confirm that the global hot

spare to give priority to the enclosure in which it resides.

23. Select YES and press [ENTER].

24. Press [Esc] to exit.

A message appears, and prompts you to confirm the exit.

25. Select OK and Press [ENTER].

4.2. Configure the ESXi host BIOS settings

Press F2 while booting up the computer, go to the BIOS Setup menu and set the

following BIOS settings on the ESXi host:

NOTE: Only enable the settings which are available.

• Sockets and cores enabled.

• 64-bit mode enabled.

• (VT) Intel Virtualization Technology enabled (for CPU and for

memory).

• Turbo Mode enabled.

• Execute Protection feature is enabled (for Intel, eXecute Disable (XD)

enabled).

• Hyper Threading enabled.

NOTE: You may have to enable this through vSphere Client.

• Node Interleaving disabled.

• Unused hardware disabled.

• Hardware clock is set to UTC.

• Power Management set to Maximum Performance (that is, disable

Power Management).


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• CD-ROM device should be set first in the BOOT sequence.

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5. Install and Configure ESXi Server

5.1. Install ESXi Operating System

The Honeywell Virtualization platforms must be installed using the Dell

customized ESXi media.

The VMware ESXi installation media from VMware website does not contain the

appropriate network drivers for the Broadcom NIC's that are part of this

configuration.

A copy of the Dell customized ESXi media is available from the Honeywell

Support Web site. See the instructions below for details on obtaining this media.

NOTE:

If the root password for ESXi is blank after the initial installation, the ESXi host should

only be connected to a trusted network until you have configured a new root password

on the ESXi host. You can set the root password in a later step of the configuration

process. Ensure to create a strong and unique password for the root account.

Use one of the following methods to install the ESXi operating system:

• Install ESXi 6.0 Using the Interactive Mode

• Upgrade from ESXi 5.5 to ESXi 6.0

5.1.1. Download ESXi installer image

To download ESXi and vSphere client installer image, perform the following

steps:

1. To download EXSi 6.0 click the below link

https://www.honeywellprocess.com/library/support/software-

https://www.honeywellprocess.com/library/support/software-downloads/Experion/VMware-VMvisor-Installer-6.0.0.update03-5050593.x86_64-Dell_Customized-A00.pdf

Experion MX Virtualization Installation and Configuration User Manual Install and Configure ESXi Server

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downloads/Experion/VMware-VMvisor-Installer-6.0.0.update03-

5050593.x86_64-Dell_Customized-A00.pdf

2. Log on to the HoneywellProcess.com website.

The Software Download Datasheet opens.

3. Click the VMware-VMvisor-Installer-6.0.0.update03-

5050593.x86_64- Dell_Customized-A00 link.

4. Click Save and select the appropriate folder to save the VMware-

VMvisor-Installer-6.0.0.update03-5050593.x86_64-

Dell_Customized-A00 file.

5. Extract the zip file and burn the ESXi software installer ISO file to a

DVD.

5.1.2. Install ESXi 6.0 Using the Interactive Mode

You must use the ESXi 6.0 DVD created in the section 5.1.1 to install the ESXi

6.0 software.

To install the ESXi Software on the host server, perform the following steps.

1. Insert the ESXi 6.0 Installable CD/DVD into the CD/DVD-ROM

drive.

2. Restart the machine.

The Welcome to the VMware ESXi 6.0.0 Installation screen

appears.

3. Press Enter to continue with the installation.




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The End User License Agreement (EULA) screen appears.

4. Read the VMware end-user license agreement and press F11 to accept

it.

The Select a Disk to Install or Upgrade screen appears.

5. Select the disk drive on which you have to install ESXi 6.0 and press

Enter to continue.

If there are two hard disks, select the one on which the OS is installed.

NOTE: Press F1 for information about the selected disk. If the disk you selected contains ESXi

OS, the Confirm Disk Selection screen appears.

The Please select a keyboard layout screen appears.


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6. Select US Default and press Enter to continue.

The Please enter a root password (recommended) screen appears.

7. Enter the Root password and Confirm password, press Enter to continue.

The Confirm Install screen appears.

8. Press F11 to start the installation.

The installation begins and displays the progress.

The Install Complete screen appears after installation is complete.

9. Remove the ESXi installation CD/DVD and press Enter to reboot the

host.

10. Set the first boot device to be the drive on which you installed ESXi.

11. Press Save and exist.

5.1.3. Upgrade from ESXi 5.5 to ESXi 6.0

To upgrade from ESXi 5.5 to ESXi 6.0, perform the following steps.

1. In vSphere Client workstation, log on to vSphere Client using the

credentials of root user.

2. Shut down RAE and then shutdown all running virtual machines.

NOTE: The upgrade from ESXi 5.5 to ESXi 6.0 may cause some production downtime.


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3. Select the ESXi server, and right-click and select Enter Maintenance

Mode.

4. Click Yes.

The maintenance mode task completed message appears.

5. In the Recents tasks section, the details appear.

6. In ESXi server, open the console of ESXi 5.5.

7. Insert the ESXi 6.0 media in the ESXi Server.

8. Press F12.

The Authentication screen appears.

9. Type the login name and password and press Enter.

A confirmation message appears.

10. Press F11 to restart the server.


If you do not make any selection, it automatically boots from the

installer.

11. Press Enter.

Wait for few minutes. The Welcome to the VMware ESXi 6.0.0

Installation screen appears.


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12. Press Enter to continue with the installation.

The End User License Agreement (EULA) screen appears.

13. Read the VMware end-user license agreement and press F11 to accept

it.

The Select a Disk to Install or Upgrade screen appears.

14. Select the disk drive on which you have installed ESXi 5.5 and press

Enter to continue.

If there are two hard disks, select the one on which the OS is installed.

NOTE: Press F1 for information about the selected disk. If the disk you selected contains ESXi

OS, the Confirm Disk Selection screen appears.

15. Press Enter to continue.

16. Select Upgrade ESXi, preserve VMFS datastore.


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17. Press Enter.


18. Press F11 to upgrade.

After the upgrade is completed, a confirmation message appears.

19. Remove the DVD from ESXi server and press Enter to reboot.

20. After upgrading the ESXi server, the vSphere Client has to be

upgraded to version 6.0. Open the vSphere Client machine and install

version 6.0 by following the section Install VMware vSphere Client.

21. After ESXI server startup, open vSphere Client and connect to ESXi

server by providing root password.

22. Right-click the ESXi Server and select Exit Maintenance Mode.


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5.2. Configure ESXi Server

After you install and license the ESXi, you must configure the network settings

and the ESXi password. For licensing, refer to the section, License the ESXi

Server.

After you have configured the IP address of the ESXi host from the direct

console, you can connect to the ESXi host from the vSphere Client.

5.2.1. Configure IP Settings for ESXi

By default, the ESXi Host Sever setup uses DHCP to get its IP address, subnet

mask and default gateway. For future reference, write down the IP address. If the

systems uses fixed IP addresses rather than DHCP, you must use the following

procedure to set the IP address of the ESXi Host server.

To configure IP settings from the direct Console, perform the following steps:

1. Press F2 to customize the system.

2. Select Configure Management Network and press Enter.

3. Select Network Adapters and press Enter.

The Network Adapter wizard appears.


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4. Press Space bar and press Enter to select the vmnic you want to

connect to the management network.

5. Select IPv4 Configuration and press Enter.

6. Press SPACE BAR to select Set static IPv4 address and network

configuration option if the system uses Static IP addresses or select

Use dynamic IP address and network configuration option if the

system uses dynamic IP address (DHCP).

7. Enter the IPv4 address, Subnet Mask, Default Gateway and press

Enter (only for Static IP configuration).

8. Press Esc.

9. Press Y to apply changes and restart the management network.

5.2.2. Change the ESXi host root password

You can use the direct console to set the password for the administrator account

(root). During the ESXi software installation, the root (administrative user name

for the ESXi host) password is normally set, if you want to change the root

password, perform the following steps:

1. Press F2 to customize the system.

2. Select Configure Password and press Enter.

3. If a password is already set up, type the password in the Old

Password line and press Enter. (Optional)


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4. In the New Password line, type a new password and press Enter.

5. Retype the new password and press Enter.

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6. Install and Configure vSphere Client

6.1. Install VMware vSphere Client

After the ESXi host OS is installed, the management network configured and the

host password defined, you can manage the host using the vSphere Client. The

vSphere Client is the management node for the ESXi host.

The vSphere Client software must be installed on a computer serving as a

management workstation with network access to the ESXi host. The vSphere

Client can be installed on any workstation grade computer where Windows client

Operating system is running (For example, Windows 10).

In QCS Virtualization a non-RAID T5810/T3600XL machine with Windows 10

64-bit operating system is normally used for the vSphere Client.

To install and configure the operating system on a T5810 workstation, refer to the

document PRODUCTION OF QCS DESKTOP SERVER OR OPERATOR

STATION ON WIN10 ENTERPRISE 64 BIT, P/N 6510030220.

NOTE: VMware vSphere Client / vSphere Web Client also supported in Windows 7

Professional.

To install VMware vSphere Client, perform the following steps:

1. In the vSphere Client machine, insert the vCenter 6.0 DVD and

connect the DVD to vCenter Server.

2. Right-click autorun executable and Run as administrator.

NOTE: If User Account Control popup appears, then click OK.

The vmware vSphere window appears.

Experion MX Virtualization Installation and Configuration User Manual Install and Configure vSphere Client

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3. Select vSphere Client under VMware vCenter Desktop Client on

left pane.

4. Click Install.

5. The files are extracted and InstallShield Wizard appears.

6. Select the language for the installation as English (United States) and

click OK.

The Welcome to the installation wizard for VMware vSphere

Client 6.0 dialog box appears.


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7. Click Next.

The End-User Patent Agreement page appears.

8. Select I agree to the terms in the license agreement and click Next.

The Destination Folder dialog box appears.


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9. If you want to change the installation path, click Change and type the

desired path or continue with the default path.

10. Click Next.

The Ready to Install the Program dialog box appears.

11. Click Install.

After the installation is complete, the Installation Completed dialog

box appears.


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12. Click Finish.

6.2. License the ESXi Server

To license the ESXi Server, perform the following steps:

1. Launch the vSphere client utility, VMware vSphere Client login

window appears.

2. Provide the IP Address or Host name, user name and password to

connect to the Host.

3. In the left pane, select the ESXi Host name or IP Address and in right

pane, select Configuration tab.


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4. Under Software, click Licensed Features.

The ESXi Server License Type window appears.

5. Click Edit.

The Assign License dialog box appears.


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6. Select Assign a new license key to this host and click Enter Key.

The Add License Key dialog box appears.

7. Type the new license key and click OK.

8. On the Assign License window, click OK.

9. Ensure the license details is displayed under the ESX Server License

Type.


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7. Install and Configure vCenter Server

7.1. About management ESXi host

Management workloads are virtual machines that normally run on a dedicated

Management ESXi Host Server and only connect to the management network.

Examples of management workloads are vCenter Server VM and EBR Manager

VM. EBR runs as a virtual machine as it is supplied as an appliance. An example

of a management workload that can run as either a physical machine or a virtual

machine is a domain controller.

Management nodes are virtual machines on the management ESXi host. The

management ESXi host runs management workloads and has a connection to the

management network only. There is no connection to the production network.

When planning the management host, consider the number of and type of

management nodes to be included as this enables to determine the sizing and

performance requirements of the hardware. Consider the role that the

management ESXi host plays in creation of templates and virtual machines as this

requires more storage capacity to be planned for this node.

Basic rules used when selecting the management ESXi host hardware are:

• Ensure that the CPU in the hardware provides as many logical

processors as the number of total planned virtual CPU in the host. This

consideration includes any template or virtual machines that may be

created on the management hosts. A simple approach for this rule may

be selecting a Quad core physical CPU (with hyper-threading) that

supports 8 logical processors. The vCenter requires 2 vCPU, domain

controller requires 2 vCPU, EBR requires 2 vCPU and this leaves 2

vCPU for staging virtual machine installations. It is important not to

underestimate this requirement in the management ESXi host as CPU

contention caused by running too many vCPU compared to logical

processors leads to high CPU ready time and all management

workloads slows down.

Experion MX Virtualization Installation and Configuration User Manual Install and Configure vCenter Server

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• Ensure that the allocated memory is supported by physical RAM in the

hardware. This rule requires that all allocated memory run on physical

RAM so that ballooning and swapping never occurs in the ESXi Host.

• Ensure that management workloads run on a separate group of disks

compared to any template or Experion MX installation virtual

machine. This rule separates the critical management virtual machines

disk usage from any virtual machines used for staging an operating

system installation or Experion MX installation. This separation

ensures that high disk requests and throughput demanded by the

installations do not affect the management workload performance. A

simple approach to follow for this is to build a RAID group for

management workload and a separate RAID group for staging virtual

machine installations.

• Ensure that the disk storage capacity is adequate for the virtual

machines planned to run and also stored on the management ESXi

host. Never plan to use more than 70% of the total datastore space.

7.1.1. Supported management workloads

The supported management workloads are:

• Domain controller: Including the domain controller in the

management host serves the purpose of providing domain controller

redundancy for the system (as other domain controllers are required)

and reducing the cost of providing hardware for this required node. If

domain infrastructure already exists and the management network has

the required access, the domain controller may not be required on the

management host. Ensure that the domain intended for vCenter Server

has members before vCenter Server is prepared.

• VMware vCenter Server: vCenter Server is a windows application

that is installed on a virtual machine running a supported 64-bit

Windows operating system. This virtual machine is the central point to

the management of the virtual infrastructure and allows the creation,

configuration, management and control of the virtual infrastructure.

Using vCenter Server, you can manage the ESXi hosts and their virtual

machines from a single user interface. vCenter Server consists of a

server component and an agent running on each ESXi host. The server

component, vCenter Server, runs on a management node and contains

a database to store the configuration and performance data. The

vCenter Server database must reside on the vCenter Server node. Each


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ESXi host includes a vCenter Agent that provides the required

communication between each ESXi host and the vCenter Server.

• VMware vSphere Client (optional): A vSphere Client virtual

machine is in addition to the physical vSphere Client requirement.

This virtual machine should contain a 32-bit Windows operating

system. vSphere Client virtual machine is an optional requirement that

can be used for the primary connected virtual machine when using

vSphere Client to manage and configure the virtual environment. It

may be required when there is a desire to restrict interactive access to

the vCenter Server for security purposes. When connecting to the

vCenter Server, the vSphere Client authenticates access to the vCenter

Server by way of Windows authentication. If you are using vSphere

Client to connect to an ESXi host directly, the vSphere Client

authenticates access by way of a local ESXi host account. You cannot

use the vSphere Client to edit the settings of virtual machines of

hardware version 10 or higher.

• The vSphere Web Client is a server application that provides a

browser-based alternative to the traditional vSphere Client. The editing

setting of a virtual machine running hardware version 10 is supported

only with the vSphere Web Client. After upgrading to hardware

version 10, you must use vSphere Web Client to perform the edit

settings.

• Experion Backup and Restore (EBR): The EBR node is deployed

into the management host and connects to the management network to

perform backup and recovery tasks. A NAS device is used as the de-

duplication store for this appliance and this NAS device is also

connected to the management network. For more information about

the planning and configuration of EBR, refer to the Experion PKS

Backup and Restore for QCS document, p/n 6510020609. For more

information about the requirements for the virtual machines that reside

on the Management Host, see the HPS Virtualization Specification

document, p/n EP03-700-100.


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7.2. About vCenter Server installation

The following components make up the management infrastructure.

• vCenter Server: Windows service to manage ESXi hosts.

7.3. Considerations for vCenter Server

On the management ESXi host, you must create a virtual machine to host the

vCenter Server. The vCenter Server contains the required software components

for the administration of virtual machines, ESXi hosts and the virtualization

environment. You must install a vCenter Server to manage the virtual

environment.

Table 7-1 vCenter Server preparation considerations

Consideration Description

Management host workload The vCenter Server runs as a virtual machine

on the management host in the virtual

infrastructure. It is important to consider the

number of virtual machines that run

on the management host so that adequate

resources are available. All template creation

and storage should be encapsulated by the

management host so that production workloads

are not affected by this type of operation.

Windows domain controller A Windows domain must exist before you

create the vCenter Server. Ensure that a

physical domain controller exists so that

vCenter can communicate with or install a new

Windows domain controller on the

management host. The Windows domain

controller must:

• Perform the role as a DNS server

• Use reverse lookup zones for all

subnets in the infrastructure

• Use DNS HOST A and PTR records to

the Forward and Reverse lookup Zones


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for each of the ESXi hosts, using their

management network IP address.

vCenter Server Databases vCenter Server and vSphere Update Manager

installations require a database, decide which

database to use.

If virtual infrastructure system is up to 5 ESXi

hosts and 50 virtual machines:

• vCenter Server version of Embedded

database (PostgreSQL) database

package is supplied with the vCenter

Server installation.

• Microsoft SQL Server 2012 Express

database package is supplied with the

vSphere Update Manager installation.

If the virtual infrastructure you are creating is

exceeding 5 ESXi hosts and 50 virtual

machines, you must purchase and install a full

version of Microsoft SQL Server 2014 for use

with vCenter Server and vSphere Update

Manager. Refer Experion R500 Installing and

Configuring SQL Server 2014 and vCenter

Server 6.0 document for SQL configuration.

Virtual Machine Replication When virtual machine replication is used, the

vCenter Server requires extra applications to

be installed. Installing these applications

during the initial installation and configuration

phase of the vCenter server prevents possible

restarts later when this type of interruption

may not be acceptable.

7.4. Create a vCenter Server virtual machine

Use this section to create a virtual machine to host vCenter Server and vSphere

Update Manager. vCenter Server is installed and configured to use the Embedded

database (PostgreSQL) database, vSphere Update Manager is installed and

configured to use the Microsoft SQL Server 2012 Express database.


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NOTE:

If the virtual infrastructure you are creating is exceeding 5 ESXi hosts and 50 virtual

machines, you must purchase and install a full version of Microsoft SQL Server for use

with vCenter Server and vSphere Update Manager. Refer Experion R500 Installing and

Configuring SQL Server 2014 and vCenter Server 6.0 document for SQL configuration.

Prerequisites

Before creating the vCenter Server virtual machine, ensure that you have:

• Ensure that the CPU and RAM specifications adhere to the specification

document, refer to the HPS Virtualization Specification document, p/n

EP03-700-100.

• Installed and configured the management network.

• Created the management ESXi host and connected it to the management

network.

• Install a supported 64bit Windows Operating System for the vCenter

server being used. This document outlines instructions for Windows

Server 2008 R2, but the default Installation options should be followed.

• Established a Windows domain controller.

Domain user and group Creation and Security

Domain accounts are used as service accounts to facilitate the installation of SQL

Server and vCenter Server. These accounts control authentication between the

different applications and strengthen the security of the management

infrastructure.

To create domain accounts:

1. In the Domain Controller, go to Start > Windows Administrative

Tools > Active Directory Users and computers.

The Active Directory Users and Computers dialog box appears.


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2. Right-click Users and select New > User.

The New Object –User dialog box appears.

3. In the First name box type as vCenterAdmin.

4. In the User logon name box, type as vCenterAdmin.

5. Click Next.


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6. Type the password

7. Clear the User must change the password at next logon check box.

8. Select Password never expires check box.

9. Click Next and verify the details.

10. Click Finish.

11. Repeat step 2 through 10 to create vCenterVUM user.


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7.4.1. Download the vCenter Server 6.0 U3 installer image

To download the vCenter Server 6.0 U3 installer image from

HoneywellProcess.com website, perform the following steps:

1. Click the link

https://www.honeywellprocess.com/library/support/software-

downloads/Experion/VMware-VIMSetup-all-6.0.0-5202527.pdf.

2. Log on to the HoneywellProcess.com website.

The Software Download Datasheet appears.

3. Click the VMware-VIMSetup-all-6.0.0-5202527 link.

4. Click Save and select the appropriate folder to save the VMware-

VIMSetup-all-6.0.0-5202527 file.

5. Extract the zip file and burn the vCenter Server 6.0 U3 installer ISO

file to a DVD.

7.4.2. Add the vCenter server to Management network

To add the vCenter Server to Management network, perform the following steps:

1. Log on to the Vsphere client using management ESXi IP.

2. In the left pane, click the ESXi Server, in the right pane, click

Configuration tab.

3. Under Hardware > Networking.

https://www.honeywellprocess.com/library/support/software-downloads/Experion/VMware-VIMSetup-all-6.0.0-5202527.pdf

https://www.honeywellprocess.com/library/support/software-downloads/Experion/VMware-VIMSetup-all-6.0.0-5202527.pdf


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4. Click Add Networking.

The Add Network Wizard dialog box appears.

5. Under Connect Types.

6. Click Virtual Machine.


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7. Click Next.

The Network Access page appears.

By default, Create a vSphere standard switch is selected.

8. Select Use vSwitch0 (Management Network Created during ESXi

installation).

9. Click Next.

The Connect Settings page appears.


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10. In the Network Label box, type VM Management Network.

11. Click Next.

The Ready to Complete page appears.

12. Verify if one VMKernel Port (Management Network) and one Virtual

Machine Port Group is added to vmnic0.


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13. Click Finish.

7.4.3. Create a virtual machine to host vCenter Server

To create a virtual machine to host vCenter Server, perform the following steps:

1. From the vSphere Client machine connected to the management

network, connect to the management ESXi host, using the IP address

of the management ESXi host and the user name and password that

you defined when you created the management ESXi host.

2. After you have connected to the management ESXi host, create a

virtual machine using the vSphere Client Utility.

NOTE: For the vCenter Server (management node) virtual machine configuration details, refer

to the HPS Virtualization Specification, p/n EP03-700-100.

3. Launch the vSphere Client utility.

The VMware vSphere Client login window appears.


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4. Provide the IP Address or Host name, user name and password to

connect to the Host.

5. In the left pane, right-click ESXi Host name or IP Address and select

New Virtual Machine.

The Create New Virtual Machine wizard appears.


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6. In the Configuration page, select Custom and click Next.

The Name and Location page appears.


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7. In the Name box, type the Desired Virtual Machine name and click

Next.

NOTE: The VM name can be different from the windows computer name. Do not use the

special characters in Virtual Machine name. For example, !, $, #, %.

The Storage page appears.


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8. Select the Datastore where the virtual machine file to be stored and

click Next.

The Virtual Machine Version page appears.


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9. Select Virtual Machine Version: 11 and click Next.

The Guest Operating System page appears.


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10. Under Guest Operating System, select Windows and under Version

select Microsoft Windows Server 2008 R2 from drop-down list.

NOTE: Install a supported 64bit Windows Operating System for the vCenter server being used.

This document outlines instructions for Windows Server 2008 R2, but the default

Installation options should be followed.

11. Click Next.

The CPUs page appears.


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12. In the Number of cores per virtual socket list, select the number of

virtual CPUs for the respective virtual machine. For specification

information, refer to the HPS Virtualization Specification document,

p/n EP03-700-100.

13. Click Next.

The Memory page appears.


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14. In the Memory Size list, select memory size and click Next. For

specification information, refer to the HPS Virtualization Specification


The Network page appears.


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15. In the How many NICs do you want to connect?, select 1 from the

drop-down list

16. In the NIC 1, select the Network type for NIC 1 as VM Management

Network from the drop-down list.

17. Select adapter as E1000 for all the NIC from the list.

18. Select the Connect at Power On checkbox and click Next.

The SCSI Controller page appears.


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19. Retain the default settings and click Next.

The Select a Disk page appears.


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20. Select Create a new virtual disk and click Next.

The Create a Disk page appears.


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21. Set the Disk Size as follows:

• 100 GB for vCenter Server.

22. Under Disk Provisioning, select Thin Provision.

23. Under Location, select Store with the virtual machine and click

Next.

The Advanced Options page appears.


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24. Under Virtual Device Node, select SCSI (0:0) from the drop-down

list and click Next.



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25. Read through the Settings summary and if required, click Back and

Edit the details.

26. Click Finish.

NOTE: If vSphere Update Manager is installed on vCenter Server, add additional hard disk as

D: drive consist of 100 GB. Refer Add Hard Disk to Virtual Machine section to add

hard disk.

27. Install the supported Windows Server 2008 R2 on the virtual machine.

NOTE: If Microsoft Internet Information Services (IIS) is installed as part of the Windows

operating system installation, you should uninstall it to avoid conflicts with the web

server installed as part of vCenter Server.

28. Install VMware Tools. For more information, refer to the section

VMware Tool Installation.


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7.4.4. Install vCenter Server

Before adding newly created vCenter Server to the domain, disable firewall of vCenter

Server and domain Server.

To install vCenter Server, perform the following steps:

1. Add the newly created vCenter server to domain.

2. Log on to the newly created vCenter Virtual machine as a local

administrative user.

3. After adding the vCenter Server to the domain, open DNS Manger in

Domain controller and ensure that the forward and reverse look up is

updated with <vCenter server name> and IP address. If not created

refer the section Adding vCenter Server virtual machine forward and

reverse lookup in DNS

4. To add two domain accounts to the Local Administrators group:

i. In vCenter Server, go to Start > Windows

Administrative Tools > Server Manager.

The Server Manager dialog box appears.

ii. In the left pane, go to Configuration > Local Users

and Groups > Groups.

iii. In the right pane, right-click Administrators and

click Properties.

The Administrators Properties dialog box

appears.

iv. Click Add.

The Select Users, Computers, Service Accounts,

or Groups dialog box appears.


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v. In the From this location box, ensure that location

is your Domain Server.

vi. Click Advanced.

The Select Users, Computers, Service Accounts,

or Groups dialog box appears.

vii. Click Find Now.

viii. Select vCenterAdmin and vCenterVUM users and

click OK.

ix. Click OK.


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x. Click Apply.

xi. Click OK.

5. Log on to the newly created vCenter Server virtual machine as the

<Domain Server Name> \vCenterAdmin user.

6. In the vSphere Client machine, insert the vCenter 6.0 DVD and connect

the DVD to vCenter Server.

7. When the AutoPlay dialog is displayed, select RUN autorun.exe to

start the installer.

8. Under VMware vCenter Server, select vCenter Server for

Windows and click Install.


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The Welcome to the VMware vCenter Server 6.0.0 Installer page

appears.

9. Click Next.

The End-User License Agreement page appears.


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10. Select I accept the terms of the license agreement check box and

click Next.

The Select deployment type page appears.

11. Select vCenter Server and Embedded Platform Services

Controller.


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12. Click Next.

The System Network Name page appears.

13. Type the System Name.

14. Click Next.

NOTE:

If warning message appears for do not intend to use IPV6, then click OK .

The vCenter Single Sign-On Information page appears.


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15. In the Password and Confirm Password boxes, type the password.

16. Click Next.

NOTE:

Ensure to enter a complex password, if the password does not satisfy the complexity

requirement a message appears, click OK and enter the a complex password in the

vCenter Single Sign-On Information page according to the password guidelines.

The vCenter Server Service Account page appears.


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17. Select Use Windows Local System Account and click Next.

The Database Settings page appears.

18. Select Use an embedded database (vPostgres) and click Next.

The Configure Ports page appears.

19. Retain the default port details.


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20. Click Next.

The Destination Directory page appears.

21. Click Next.

The Customer Experience Improvement Program page appears.


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22. Ensure that Join the VMware customer Experience Improvement

Program check box is unchecked.

23. Click Next.

The Ready to Install page appears.

24. Verify the details and Click Install.

25. The Installation progress page appears.


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26. Click Next.

27. The vCenter Server installation setup automatically completes the

installation.

The Setup Completed page appears.

28. Click Finish.

After the vCenter Server installation complete, Enable firewall of vCenter Server and

domain Server.

7.4.5. Adding vCenter Server virtual machine forward and reverse lookup in DNS

To check vCenter Server’s Fully Qualified Domain Name (FQDN), open DNS

Manager in Domain controller and verify that the forward and reverse look up is

updated with <vCenter Server Name> and IP address.

If Fully Qualified Domain Name (FQDN) of the vCenter Server virtual machine is not

resolvable, follow the below procedure in Domain controller.

1. Add the vCenter Server virtual machine to both the forward and

reverse lookup of your DNS server. To add the vCenter Server virtual


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machine to both the forward and reverse lookup of your DNS server,

perform the following steps:

i. Open the domain controller, go to Start >

Windows Administrator Tools > DNS.

The DNS Manager dialog box appears

ii. Under the Domain Server name > Forward

Lookup Zones, select the Domain Name.

Ensure that the server in which the vCenter is

installed is listed with proper IP address.

iii. Right-click Reverse Lookup Zones, select New

Zone.

The New Zone Wizard appears.

iv. Click Next.

The Zone Type page appears.

v. Select Primary Zone and click Next.

The Active Directory Zone Replication Scope

page appears.

vi. Select To all DNS servers running on domain

controllers in this domain: <domain name>, click

Next.

The Reverse Lookup Zone Name page appears.

vii. Select IPV4 Reverse Lookup Zone and click Next.

The Reverse Lookup Zone Name page appears.


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viii. Click Network ID and type the first three digits of

the network ID.

ix. Click Next.

The Dynamic Update page appears.

x. Select Do not allow dynamic updates check box.

xi. Click Next.


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The Completing the New Zone Wizard page

appears.

xii. Click Finish.

xiii. In the DNS Manager, select the newly created

Zone, right-click and select New Pointer (PTR).

The New Resource Record dialog box appears.

xiv. In the Host IP Address, type the IP address of the

vCenter Server virtual machine.

xv. Click Browse and select Name of your Domain

Server Machine Name.


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xvi. Click OK.

xvii. Select the Forward Lookup Zones.

xviii. Click OK.

xix. Select the Domain.

xx. Click OK.


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xxi. Select the vCenter server name from the list and

click OK.

xxii. Click OK.

NOTE:

Verify that the fully qualified domain name of the virtual machine where you install

vCenter Server is resolvable.

Verify that the DNS reverse lookup returns a fully qualified domain name when queried

with the IP address of the vCenter Server.

7.4.6. Install VMware vSphere Web Client plug-in

The editing setting of a virtual machine running hardware version 10 is supported

only with the vSphere Web Client. After upgrading to hardware version 10, you

must use vSphere Web Client to perform the edit settings.

NOTE: The following procedure is applicable for Google Chrome and Internet Explorer.

To install VMware VSphere Web Client plug-in, perform the following steps:

NOTE: Internet connection is mandatory to download the vSphere Web Client plug-in.

1. Launch the vSphere Web Client from internet browser

(https://vCenter IP address:9443/vsphere-client/).


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NOTE: In case you have installed older version of chrome, then you get a popup to install the

plug-ins. Install the plug-ins and proceed.

2. Type https://<vCenter IP address>:9443/vsphere-client/ and press

Enter.

If you get a security warning, click Proceed anyway.

3. In the vSphere Web Client home page, click Download the Client

Integration Plug-in.

The plug-in is downloaded

4. Close the browser, go to the folder where it is downloaded and double-

click the exe.

The VMware Client Integration Plug-in 6.0.0 wizard appears.


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5. Click Next.


6. Select I accept the terms in the License Agreement option.

7. Click Next.

The Destination Folder page appears.

8. Click Next.

The Ready to Install the Plug-in page appears.

9. Click Install.

After installation is completed, the Installation Complete page

appears.

10. Click Finish.

7.4.7. Setup and configure web client

1. Launch vCenter Server virtual machine and log in as

Domain\vCenterAdmin user.


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2. Download Acrobat Flash Player 15 or later off line Installation.

Select the check box to accept the terms and conditions, then click

Install.

3. Select the Never check for updates check box to disable updates, then

click Done.

4. Open Server Manager for the vCenter Server.

5. In right pane, click Configure IE ESC under Security Information.

The Internet Explorer Enhanced Security Configuration dialog

box appears.


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6. Select Off for both Administrators and Users.

7. Click OK.

8. Download and Install IE11.

9. Click Start > VMware Web Client.


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10. Take note of the address on Internet Explorer’s address bar. It will

look something like this:

“https://vCenterMachine.vCenterDomain.local/vsphere-client/”. This

is the address you should use in Internet Explorer on your Virtual

Infrastructure Management Node. The first part of the address (up to

the third forward slash) is what will be required later in the Trusted

Sites configuration below. Once you know how to connect to your

vCenter server, log into your Virtual Infrastructure Management Node

using a standard user account. Alternatively, if you intend for the

.\administrator account on your vCenter VM to be able to launch the

web client, you can use these same instructions on that node

11. Login to the machine you’re planning to use to connect to vCenter.

Note that you need only belong to the “Users” group on this machine.

12. Launch Internet Explorer. If prompt appears asking to setup the

Internet Explorer defaults, choose recommended settings and close the

dialog.


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13. Click Setting icon and select Internet Options.

14. Click Security tab and then click Trusted sites.

15. Click Sites button.

16. Check that the correct address is already entered in the Add this

website to the zone textbox. If not, enter the website address. For

example, if your vCenter server was renamed vCenterMachine and

joined to the domain vCenterDomain.local, then the website would

look like: https://vCenterMachine.vCenterDomain.local.

17. Click the Add button.

18. Click Close to dismiss the dialog box.

19. Click OK in Internet Options dialog box.

20. Internet Explorer will show a page There is a problem with this

website’s security certificate. On the page, click the hyperlink

Continue to this website (not recommended).

NOTE: In case error found while opening the web client page like Page could not be found,

then please download the Microsoft security patch MS14-065 in the system.

21. At the login screen, wait until the Download Client Integration

Plugin appears.

https://vcentermachine.vcenterdomain.local/

http://support.microsoft.com/kb/3003057


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22. Click on the hyperlink and follow prompts to install. You will need to

get this from another machine if the client does not have internet

access (Just copy the url and download the file from the internet.

https://vsphereclient.vmware.com/vsphereclient/VMware-

ClientIntegrationPlugin-6.0.0.exe).

23. After the client is installed, restart Internet Explorer.

24. Navigate to the address of your vCenter web client, noted above.

25. If you see a dialog asking if you want to run the program VMware

Client Integration Plug-in, de-select the checkbox Always ask

before opening this type of address and click on the Allow button.

26. Login using the [email protected] account as the user

name.

7.4.8. Configure the vCenter Server

Prior to adding ESXi hosts to the vCenter Server, you must configure it. To

configure the database retention policy and logging options, the vSphere Client

must be connected to a vCenter Server system.

7.4.8.1. Configure vCenter Server for domain access

To configure the License Settings for vCenter Server, perform the following

steps:



2. Type https://<vCenter IP address>:9443/vsphere-client/ and click

Enter.

https://vsphereclient.vmware.com/vsphereclient/VMware-ClientIntegrationPlugin-6.0.0.exe

https://vsphereclient.vmware.com/vsphereclient/VMware-ClientIntegrationPlugin-6.0.0.exe


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3. In the vSphere Web Client home page, log on with user name and

password used while installing vCenter server. (Refer to the Section

7.4.4, Step 13).

4. Click Login.

The vSphere Web Client window appears.

5. Click Home > Administration > Configuration.

6. In the main pane, select the Identity Sources tab.

7. Click the Add Identity Source ( ) button to add the required

domain.

8. The Add identity source window appears.

9. Select Active Directory (Integrated Windows Authentication) and

ensure that Use machine account is selected under Domain name.


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10. Click OK.

11. In main pane, click Home > Host and Clusters.

12. Click Manage tab.

13. Click Permissions sub tab.

14. Click the Add permission ( ) button to add the required permission.

15. The Add Permission dialog box appears.


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16. Click Add.

The Select Users/Groups dialog box appears.

17. Select the local domain from Domain dropdown and select

vCenterVUM and vCenterAdmin user accounts.

18. Click Add.

19. Click OK.


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20. From the Add Permissions dialog box, change each user’s Assigned

Role to Administrator.

21. Click OK.

7.4.8.2. Configure License Settings for vCenter Server

To configure the License Settings for vCenter Server, perform the following

steps:



2. Type https://vCenter IP address:9443/vsphere-client/ and click Enter.

3. If you get a security warning, click Proceed anyway.

4. In the vSphere Web Client home page, log on with user name and

password used while installing vCenter server. (Refer to the Section

7.4.4, Step 13).

5. Click Login.

6. The vSphere Web Client window appears.

7. Click Administration > License.

8. To create a new license, Click the Create New License ( ) icon.


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9. In the New Licenses dialog, type the license key and click Next.

10. In Edit license names page, rename the new license as appropriate

and click Next.

11. Click Finish.

12. In the Licenses window, click Assets.

13. Select Assign License from the Settings drop down.

The Assign License dialog box appears.

14. In the Assign License dialog box, select the newly-created license and

click OK.

15. Log off and then log on to the vSphere Web Client with

administrative privileges.

The vSphere Web Client home page appears.

16. Click vCenter Inventory Lists > vCenter Servers, double-click the

vCenter Server name.

17. In the right pane, click Manage > Settings, click Edit.


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The Edit vCenter Server Settings dialog box appears.

18. Click Logging Settings.


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NOTE:

ESXi hosts publish many events, which can fill the vCenter Server logs. Most of these

events are not necessary for ESXi host maintenance. Therefore, it is recommended to

set the Logging Options to Info (Normal logging) to reduce the size of the logs

maintained on the vCenter Server.

19. From the Logging options, select Info (Normal logging).

20. Click Database.

NOTE:

The vCenter Server stores the task, event and performance data in the vCenter database.

Over time, this collection of data continues to grow, unless this database has been

constrained by a preset limit, which is known as the Database Retention Policy. The

default setting for this policy is to save all data values without limitation.

To control the size of this database, it is recommended that these events be held for a

specific period and then purged. The recommended setting is 60 days. This limits the

retention of these events to 60 days.


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21. In the Task retention box, type the value in days.

Information about tasks performed on this vCenter Server system is

discarded after the specified number of days.

22. In the Event retention box, type the value in days.

Information about events for this vCenter Server system is discarded

after the specified number of days.

23. Click OK.

NOTE: Changes to the logging settings take effect immediately. Do not restart vCenter Server

system.

7.4.9. Planning how to organize the vCenter Server

Hosts and their virtual machines should be organized within vCenter Server based

on logical groupings.

These logical grouping will be different for each site depending on the scale of the

virtualization environment and topology.

7.4.9.1. VMware inventory objects

VMware inventory objects are used to help manage and organize hosts and virtual

machines within the VMware virtualization environment. VMware inventory


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objects include datacenters, folders, hosts and virtual machines. You can organize

these inventory objects into a hierarchy to help monitor and manage the VMware

virtualization environment.

VMware inventory objects include datacenters, folders, hosts and virtual

machines. You can organize these inventory objects into a hierarchy to help

monitor and manage the VMware virtualization environment.


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Object Description

datacenter A datacenter is the primary container of inventory objects,

such as hosts and virtual machines. A vCenter Server can

contain multiple datacenters.

For large virtualization implementations, datacenters can be

used to represent organizational units within the enterprise. In

addition to providing a container, the datacenter also serves

as a boundary when using advanced features including

vMotion.

For Experion virtualizations, a datacenter is used to contain

all of the Experion virtual machines.

folder A folder is a container to further refine the grouping of

inventory objects, for example, to group objects based on a

physical location. Folders can also be used to assign security

permissions. Inventory objects placed within a folder have the

same permissions as the folder.

For large virtualization implementations, folders can be used

to group datacenters and then within datacenters, folders can

be used to group related ESXi hosts for an Experion cluster or

system. You can use folders to group hosts into any logical

grouping that suits your organization.

ESXi host A host is a computer that is running ESXi virtualization

software to run virtual machines.

Hosts provide the CPU and memory resources that the virtual

machines use and give virtual machines access to storage and

network resources. Multiple virtual machines can run on host

at the same time.

There are other inventory objects, such as clusters and resource pools. For more

information about these inventory objects, see the “vSphere Managed Inventory

Objects” section of vSphere Server and Host Management.

7.4.9.2. Datacenter organization guidelines

The recommended steps for creating an organization hierarchy within vCenter

Server is:


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1. Create a datacenter.

2. Create and organize folders within the datacenter.

3. Add the ESXi hosts to the folders.

To create the Datacenter, folder and adding the EXSi host to the datacenter

perform the below procedure:

1. Click Home > vCenter Inventory Lists > Hosts and Cluster.

2. Click Related Objects tab and Datacenters sub tab.

3. Click Create a new datacenter icon.

The New Datacenter dialog box appears.

4. Type the datacenter name and click OK.


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5. The datacenter is created.

6. Right-click on the newly created datacenter and select New Folder >

New Host and Cluster Folder.

7. Type the folder name to be created and click OK.

8. Click on folder and on the right pane, click Hosts tab.


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9. Click Add a host icon.

The Add Host dialog box appears.

10. Type the IP address of ESXi host and click Next.

11. In Connection settings tab, type Username and Password, click Next.

12. In Host summary tab, verify the details and click Next.

13. In Assign license tab, select the vCenter license and click Next.

14. In Lockdown mode tab, select Disabled and click Next.

15. In VM location, verify the datacenter and folder names under which

ESXi is created and click Next.

16. In Ready to complete tab, verify the details entered and click Finish.


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NOTE: The Recent Tasks shows the recent operations performed by the user.

The ESXi host is now added to the datacenter.

After you add an ESXi host, you configure the ESXi host network settings and

then you can create virtual machines on the ESXi host.

7.4.10. Organizing the datacenter

Folders should be used to group like components within the systems, for example,

hosts, virtual machines, templates and so on. When naming a folder, give it a

name that clearly identifies this logical grouping. As your virtualization

environment grows over time, specific hardware can be more easily found in its

folder as opposed to having to search through all generic names to find a given

virtual machine or host. You can create folders within other folders to further

refine these groupings.

ESXi hosts should be allocated to either on-process usage or off-process usage.


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7.4.10.1. Example datacenter organization

In this example, at the top of the tree is the vCenter Server (management node)

name. This node name cannot be changed.

At the next level of the tree is a datacenter, which is Experion MX

Virtualization.

This datacenter is further organized into ‘Management’ and ‘Production’ folders,

containing the ESXi hosts that contain the management workloads and production

workloads, respectively.

7.4.11. Planning for time synchronization

Time synchronization requires an NTP server to distribute time throughout the

virtual infrastructure.

An NTP server could reside outside of the virtual infrastructure, or it could be a

virtual machine. All virtual machines synchronize time from this NTP server.

7.4.12. Time synchronization considerations

Identify the NTP server that will be the main timekeeper for the virtual

environment. The NTP server could be a physical piece of hardware, such as a

computer or switch, or it could be the primary Experion server. You may already

have an established NTP source for serving time to the control hardware.

Ensure that the identified NTP server can be accessed by the virtual machines.

Using the information below, determine the time synchronization scenario based

on whether you are using a Windows workgroup or domain:


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Windows domain

Set up time synchronization by following the instructions in the “Setting up time

synchronization in a Windows domain checklist” topic in the “Setting up time

synchronization” chapter of the Supplementary Installation Tasks Guide.

Consider if your Domain controllers are virtual machines or physical machines as

this will change the requirement for an external time source. When all domain

controllers are virtual machines an external time source is required as the local

clock on the virtual machine will drift. The following VMware white paper gives

more detail Virtualizing a Windows Active Directory Domain Infrastructure.

When you have a domain controller running as a physical machine the local clock

of this machine can provide a time reference that can be used for the domain. This

domain controller will need to be set as the PDC emulator. In this scenario a

Windows server uses the local clock as the time reference, the value of Root

Dispersion for NTP reply sent back to the ESXi Host will have a value too high

for the ESXi host to use. Changing the following Registry setting in the Windows

server from its default value of 10 to a new value of 0 will adjust the root

dispersion value to a value that will allow the ESXi hosts to successfully

synchronize time:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\W

32Time\Config\"LocalClockDispersion"

The ESXi hosts must synchronize with the domain controller or the external time

source that the domain controller synchronizes with.

Workgroup without an external time source


synchronization in a workgroup without an external time source checklist” topic

in the “Setting up time synchronization” chapter of the Supplementary Installation

Tasks Guide.

When using virtual machines as the authoritative time source, time drift can occur

and this practice is not recommended.


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The ESXi hosts must synchronize with the authoritative root server. In this scenario a

Windows server uses the local clock as the time reference, the value of Root Dispersion

for NTP reply sent back to the ESXi Host will have a value too high for the ESXi host to

use. Changing the following Registry setting in the Windows server from its default

value of 10 to a new value of 0 will adjust the root dispersion to a value that will allow

the ESXi hosts to successfully synchronize time:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\W32Tim

e\Config\ "LocalClockDispersion"

Workgroup with an external time source


synchronization in a workgroup with an external time source checklist” topic in

the “Setting up time synchronization” chapter of the Supplementary Installation

Tasks Guide.

The ESXi hosts must synchronize with the external time source.

7.4.13. Upgrade virtual hardware version

Ensure that the virtual machine created from vSphere client is with hardware

version 11. If not it must be upgraded to hardware version 11.

To upgrade virtual hardware version, perform the following steps:

1. Log on to the vSphere Web Client with administrative privileges.


2. Click vCenter Inventory List > Virtual Machines, select the

required virtual machine.


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The list of Virtual Machine appears.

3. In the Summary section, click Edit Settings.

The Edit Settings dialog box appears.


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4. Expand Upgrade.

5. Select the Schedule VM Compatibility Upgrade… check box.

6. Select the Only upgrade after normal guest OS shutdown check

box.

7. In the Compatible with (*) list, select ESXi 6.0 and later option.

8. Click OK.

9. Right-click Virtual Machine > Power > Restart Guest OS.

7.4.14. Install the Experion virtual machine utility

You must install the Experion virtual machine utility if the version of vCenter

Server on your system is 6.0.

To install the Experion virtual machine utility, perform the following steps:

1. On the vCenter Server machine, insert the latest Experion System

Initialization Update media.

2. Navigate to \Packages\vCenter_utility\.


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3. Right-click on the Honeywell_vCenter_utility.exe file and click Run

as Administrator.

4. Click Install.

After the installation completes, a confirmation dialog box appears.

5. Click OK to close the dialog box and launch the Experion Virtual

Machine Service Panel.

6. Enter the credentials for a user with the privileges to

read/write/configure your virtual machines.

7. Click Start Service to optimize existing virtual machines to execute

with Experion.

NOTE:

If you must change the credentials for the Experion Virtual Machine Service Panel,

navigate to “c:\program files (X86)\Honeywell\ExpVCService\” on the vCenter Server

machine and run the ExpVCControlPanel.exe file. The Experion Virtual Machine

Maintenance Service Panel dialog box appears. If the service is already running, you

must click Stop Service so that you can enter the new credentials.

This may occur if the server credentials change in response to IT

Policies.

7.5. Installing VMware vSphere Update Manager

To install VMware update manager, perform the below steps:

1. Ensure that you are logged into the vCenter Server virtual machine as

the Domain\vCenterAdmin user.

2. Open the VMware Install content, click on auto run.

The VMware vCenter Installer window appears.


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3. Click Server option under VMware vSphere Update Manager.

4. Click Use Microsoft SQL Server 2012 Express as the embedded

database check box and then click Install.

5. On the Language selection dialog, select the applicable language and

then click OK.


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The Welcome to the InstallShield… window appears.

6. Click Next.

The License Agreement window appears.


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7. Select I accept the terms in the license agreement and click Next.

The Support Information window appears.

8. Uncheck the Download updates… check box, then click Next.

The vCenter Server Information window appears.


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9. Accept the default IP Address and Http port settings. Add the

Domain\vCenterVUM user and password details, then click Next.

The VMware vSphere Update Manager Port Settings window

appears.

10. Accept the default values and click Next.

The Destination Folder window appears.


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11. Click Change for the downloading patches location.

12. Use the same path but change the C: to a D: so that the patches are

stored on the D drive.

NOTE:

If prompted about Free space on the selected drive… then click OK.

13. The Ready to Install the Program window appears.


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14. Click Install.

15. The installer completes the installation. After installation complete, the

InstallShield Wizard Completed window appears.

16. Click Finish to complete the Installation and exit the Installer screen.

17. Click Start > Administrative Tools > Services.


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The Services window appears.

18. From the Services window, select VMware vSphere Update

Manager service, right-click and choose Properties.

The Properties dialog box appears.


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19. On Log On tab, select This account option.

20. Enter the Domain\vCenterVUM account for the service.

21. Click Apply and click OK.

22. The Services popup appears, click OK.

23. From the Services window, right-click on the Vmware vSphere

Update Manager Service and select Restart.

7.6. Installing the VMware vSphere Update Manager plug-in

1. From the vSphere Client, click Plug-ins > Manage Plug-ins... from

the menu.

The Plug-in Manager window appears.

2. In Available Plug-ins section at the bottom of the window, click

Download and Install for the VMware vSphere Update Manager

Extension plugin.

3. If prompted with the security warning, click Run.

4. Select the required Installation language then click OK.

The Welcome to the InstallShield Wizard….. window appears.


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5. Click Next.

The License Agreement window appears.

6. Select I accept the terms in the license agreement and click Next.

The Ready to Install window appears.


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7. Click Install.

8. If prompted by a User Account Control dialog, click Yes.

9. The installer completes the installation. After installation complete, the

InstallShield Wizard Completed window appears.

10. Click Finish.


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11. If prompted by a certificate security warning dialog, select the Install

this certificate… check box and click Ignore.

12. Click Close to close the Plug-in Manager.

7.7. Configuring VMware vSphere Update Manager

1. Open vSphere Client and click Home.

2. Double-click Update Manager.


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3. Select the Configuration tab.

4. On left pane, select Download Settings.

5. Clear all the check boxes under Download Sources.

6. Select Download Schedule, clear the Enable scheduled download

option and click Apply.

7. Select Notification Check Schedule, clear the Enable scheduled

download option and click Apply.

8. Select Virtual Machine Settings, select Take a snapshot of virtual

machines…. and select the Keep for 18 hours option and then click

Apply.

9. Select ESX Host/Cluster Settings, clear the Retry entering

maintenance mode… option, select the Temporarily disable

removable media devices… option, and clear all other options on the

page and click Apply.

NOTE: For more details about vSphere Update Manger, refer to Experion PKS Virtualization

Planning and Implementation Guide document.

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8. Network configuration

8.1. Network configuration for a management host

Virtual switches are used to create a connection between physical network hosts

and virtual network hosts. This connection is created by using a physical network

interface card (NIC) to connect to a physical switch, router, or other network

device. This process is very similar to stacking switches to create more port

density in a network environment. The virtual machines, servers or clients, are

then connected to the virtual switch, which is connected to the physical network

using the NIC assigned to the switch.

NOTE:

All industry standard networking concepts apply to virtual switches in VMware ESXi.

IP addressing must be set correctly on the virtual machines in order for the switch to

work properly. A physical connection with NIC assigned to the switch must be present

and functional.

After you complete the initial network configuration, you must configure the

virtual network for the management host.

The ESXi host network configuration uses only local ESXi storage. Thin clients

and physical operator stations connect to the production network, while any

physical vSphere Client nodes normally connect to the management network.

Experion MX Virtualization Installation and Configuration User Manual Network configuration

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Figure 8-1 Network configuration for ESXi server.

8.1.1. Configure the Management Network

To configure the Virtual Switch for the management network, perform the

following steps:





3. In the vSphere Web Client home page, type the network credentials

for the vCenter server.

4. Click Login.


5. Click Home > Hosts and Clusters, select the host.


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6. Click Manage > Networking.

Ensure vSwitch0 is already configured as the Management Network and

connected with Physical adapter vmnic0. In addition, it must display the IP

address which you set during installation and configuration of the ESXi server.

NOTE:

A default virtual switch is created when installing VMware ESXi. This is the initial

virtual switch you can view when looking at the network configuration of an ESXi

host. This switch is labeled vSwitch0. This switch hosts the primary Management

Network port.

8.1.2. Enable 1 Gbps network

For management network switch, Cisco 3560 / Cisco 3850 is recommended for

use. To enable 1 Gbps network, perform the following steps:



2. Click Home > Hosts and Clusters, Select the host.

3. Click Manage > Networking > Physical adapters.


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4. Select the host and click Edit adapters settings.

The vmnic – Edit Settings dialog box appears.

5. In the Configured Speed, Duplex list, select 1000 Mb, Full Duplex.

6. Click Close.

8.1.3. Create and configure the Measurement LAN and Process LAN

To configure Virtual Switch(es) for the production network, perform the

following steps:



2. Click Home > Hosts and Clusters, select the host.


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3. Right-click the host and select Add Networking.

The Add Networking dialog box appears.

4. Under Select connection type, select Virtual Machine Post Group

for a Standard Switch option.


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5. Click Next.

The Select target device page appears.

6. Under Select target device, select New standard switch.

7. Click Next.

The Create a Standard Switch page appears.

8. Under Create a Standard Switch, click Add adapters icon.

The Add Physical Adapters to the Switch dialog box appears.


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9. Under Network Adapters, select the required adapter and click OK.

10. The newly created adapter is added under Active adapters list, click

Next.

The Connection Settings page appears.


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11. In the Network Label box, type the Network label name as

Measurement LAN.

12. Click Next.


13. Click Finish.

Repeat the steps 1 to 13 to configure the Process LAN. In Step no.12,

instead of Measurement LAN, type Process LAN as Network Label.

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9. Create and set up of Virtual Machine

9.1. Create a Virtual Machine

To create the virtual machine, perform the following steps:

1. In the vSphere Web Client home page, click Home > Hosts and

Clusters, select the host.

Experion MX Virtualization Installation and Configuration User Manual Create and set up of Virtual Machine

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2. Right-click the host and select New Virtual Machine > New Virtual

Machine.

The New Virtual Machine wizard appears.


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3. Under Select a creation type, by default, Create a new virtual

machine is selected and click Next.

The Edit Settings page appears.

4. Under Select a name and folder, in the Enter a name for the virtual

machine box, type the desired Virtual Machine name.

NOTE: The VM name can be different from the windows computer name. Do not use the

special characters in Virtual Machine name. For example, !, $, #, %.


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5. Under Select a location for the virtual machine, select the desired

location (datacenter) for the virtual machine and click Next.

6. Under Select a computer resource, select the cluster/host/resource

pool for the virtual machine and click Next.

7. Under Select storage, in the VM Storage Policy list, select the

appropriate VM Storage Policy.

8. Select desired storage device and click Next.

9. Under Select compatibility, in the Compatible with list, select ESXi

6.0 and later and click Next.


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10. Under Select a guest OS, in the select Guest OS Family list, select

Windows.

11. In the Guest OS Version list, select Microsoft Windows Server 2016

(64-bit).

NOTE: The Microsoft Windows Server 2016 (64-bit) is the only supported Guest Operating

System for all QCS nodes in virtual environment.

12. Click Next.


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The Customize hardware page appears.

13. In the CPU list, select the number of virtual CPUs for the respective

virtual machine. For specification information, refer to the HPS

Virtualization Specification document, p/n EP03-700-100.

14. In the Memory Size list, select memory size. For specification

information, refer to the HPS Virtualization Specification document,

p/n EP03-700-100.

NOTE: • Refer to step 13 and 14 for specification information.

• For detailed information refer to GTAC Experion Virtualization Audit Document.

15. Under New Hard disk, set the Disk Size as follows:

• 150 GB for QCS Server, Alliance View and Desktop

Server.

16. Select the Connect at Power On checkbox.

17. To add the new hardware, from New device drop-down select the

device and click Add.

18. Retain the default settings in Customize hardware window and click

Next.


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The Ready to complete page appears.

19. Read through the Settings summary and if required, click Back and

Edit the details.

20. Click Finish.

9.2. Setting up the Virtual Machine

After the Virtual Machine is created, perform the following settings:

9.2.1. Assign network to the virtual machine


Clusters > Virtual Machines.

2. Right-click on the desired virtual machine and select Edit Settings.


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The Edit Settings window appears.


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3. In the Network adapter list, select the required network.

4. Ensure the Connected check box is selected.

5. Click OK.

9.2.2. BIOS setting to boot from the CD-ROM device

To set the BIOS to boot from the CD-ROM device so that computer can boot

from CD-ROM, perform the following steps:

1. In the vSphere Web Client home page, click vCenter Inventory

Lists > Virtual Machine.


2. Right-click on the required virtual machine and select Edit Settings.



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3. Click the VM Options tab, expand Boot Options.

4. Under Firmware, in the Choose which firmware should be used to

boot the virtual machine list, select BIOS (recommended).

5. Under Force Bios setup (*), select The next time the virtual

machine boots, force entry into the BIOS setup screen check box.

6. Click OK.

7. Select the desired Virtual Machine, right-click and select Power On.


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The Phoenix BIOS Setup Utility window appears.

8. Select the Boot tab and select the CD-ROM Drive.

9. Press F10 to Save and Exit.

The Setup Confirmation window appears, select Yes and press

Enter.

The machine restarts.

9.2.3. Add CD/DVD Drive to the Virtual Machine

To set the CD/DVD drive as Host Device in Virtual Machine, perform the

following steps:






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3. In the New Device list, select CD/DVD drive and click ADD.

4. Select the Host Device from the drop down list.

5. Select the Connect At Power On check box.

6. Click OK.

9.2.4. Add USB controller to the Virtual Machine (optional)

To add USB controller to connect the Configuration file copied in USB Flash

drive or any removable disk, perform the following steps:




6510020600 5/7/2018 9-13




3. In the New Device list, select USB Controller.


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4. Click Add and click OK.

9.2.5. Add USB Device to the Virtual Machine

To add USB device to connect any removable disk, perform the following steps:






3. In the New Device list, select Host USB Device.

4. Click Add and click OK.


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9.2.6. Add Hard Disk to Virtual Machine

To Add Hard Disk to the Virtual Machine, perform the following steps:




2. Right-click on virtual machine and select Edit Settings.

The Edit Settings page appears.

3. On New device, select New Hard Disk from the drop-down menu and

click Add.

4. On New Hard disk, enter 100GB and click OK.


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9.2.7. Add Hard Disk to Virtual Machine for Extended EHDB

To Add Hard Disk to the Virtual Machine for Extended EHDB, perform the

following steps:

NOTE: 1. The below steps to be followed only if Extended EHDB is procured.

1. Open vSphere Web Client, Power off the QCSserver Virtual machine,

and Click on Edit Virtual machine Settings.

2. Under Virtual Hardware > New device, select New Hard Disk and

Click Add.


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a. Select parameters as shown below for New Hard disk. Enter

Hard disk space in GB as per requirement (minimum of 120 GB

is required for Extended EHDB database).

b. Select Thin provision under Disk provisioning.

c. Set the other settings to default and click OK.

3. Power on the QCS Virtual Machine, Open Computer Management

under Window Administrative.

4. Go to Disk management under Storage. Initialize Disk popup appears.

Select MBR partition style and click OK.


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5. Right Click on Newly created Disk and Click New Simple Volume. Click Next.

6. Under Specify Volume Size, select default size and click Next.


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7. Click Assign Drive Letter or Path, Select the Drive and click Next.

8. Under format partition select the default settings and update the

Volume label as per requirement. Click Next


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9. Click Finish, on completing New Simple Volume Wizard.


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9.2.8. Resource Allocation for Virtual Machine

To allocate the resource for the Virtual Machine, perform the following steps:






3. Expand CPU, in the CPU list, select the number of CPUs.

4. In the Reservation list, set Reservation as 50% of limit value.

5. In the Limit list, set the limit value. For specification information,

refer to the HPS Virtualization Specification document, p/n EP03-700-

100.


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6. Expand Memory, in the RAM box and set RAM memory. For

specification information, refer to the HPS Virtualization Specification


7. In the Reservation list, set Reservation as 70% of limit value.

8. Click OK.

NOTE:

9. To allocate the resource for the Virtual Machine by Edit Resource Settings window,

go to vCenter Inventory Lists > Virtual Machine. Right-click on the required virtual

machine and select Edit Resource Settings.

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10. Installation Instructions

10.1. Installation and Configuration of QCS Server on Virtual Machine

This chapter provides the installation and configuration checklists for QCS-only

Virtualized systems. It is important that you follow the sequence mentioned in the

checklists when installing the software.

Before starting installation ensure to have latest Product Manuals PDF Collection

CD (P/N 6537100023) for latest released documents, if you do not have, then

download the Product Manuals PDF Collection CD (P/N 6537100023) from

\\hps-bc35-vs05to.dev1.honeywell.com\KView\PDF\65\3710\37100023 37100023.iso and burn this to a DVD.

10.1.1. QCS Server

To build an QCS Server for R700 refer below:

• For Operating System installation, refer PRODUCTION OF QCS

ONLY SERVER ON WINDOWS SERVER 2016 (X64), p/n

6510030221.

To build an QCS Server for R701 refer below:



6510030225.

Experion MX Virtualization Installation and Configuration User Manual Installation Instructions

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10.2. Installation and Configuration of Alliance View on Virtual Machine

10.2.1. Alliance View

Alliance View is installed on the Windows Server 2016 (64-bit) with Experion

Flex station, as Operator station must be installed on Windows Server 2016 (64-

bit) operating system in Virtualization Environment with Experion Flex station,

Operator station VM can be used for Alliance View server by installing the

Remote Desktop Services.

To build an AllianceView for R700 refer below:



6510030221.

To build an AllianceView for R701 refer below:



6510030225.

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11. Final Installations and Configuration Steps

11.1. VMware Tool Installation

After you create a QCS virtual machine, you must install VMware Tools on it.

To install VMware tools, perform the following steps:




Experion MX Virtualization Installation and Configuration User Manual Final Installations and Configuration Steps

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2. Right-click on the required virtual machine select Guest OS >

Upgrade VMware Tools….

The Upgrade VMware Tools window appears.

3. Select Automatic Upgrade option.

NOTE:

Ensure that Virtual Machines are powered on before the Automatic upgrade.

4. Click Upgrade.

11.2. VM Auto Startup and Shutdown settings

The ESXi hosts require configuration to ensure that the virtual machines are

automatically started and started in a specific order. As part of this configuration,

you can also specify a delay for virtual machines to start up or shut down. A

startup delay is recommended to minimize overburdening the resources of an

ESXi host by limiting the number of simultaneous virtual machine startups or shut

downs. Honeywell recommends that you enable the startup and shutdown

behavior of all virtual machines. If you do not specify this behavior, you must

manually start each virtual machine on an ESXi host after the ESXi host is

restarted.


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The recommended startup order is:

a. Domain Controller

b. vCenter Server

c. All others

To enable VM auto start up, perform the following steps:


Clusters.

2. Select the required host, click the host.

3. Click Manage tab > Settings tab > VM Startup Shutdown option.

4. Click Edit.

The Edit VM Startup and Shutdown dialog box appears.


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5. Select the Automatically start and stop the virtual machines with

the system check box.

6. In the Startup Delay box, type time as 120 seconds.

7. Click Continue immediately if the VMware Tools starts check box

for the operating system to boot immediately after VMware Tools

starts.

8. In the Shutdown Delay box, type time as 120 second to delay

shutdown for each virtual machine by a certain amount of time.

NOTE:

This shutdown delay applies only if the virtual machine has not already shut down

before the delay period elapses. If the virtual machine shuts down before that delay

time is reached, the next virtual machine starts shutting down.

9. In the Shutdown action, select shutdown action as Guest Shutdown.

10. Use Move Up ( ) and Move Down ( ) to specify the order in

which the virtual machines start when the system starts.

11. Click OK.


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11.3. Export and Import the VM

Export and Import option in vSphere Web Client enables user to take manual

backup of a VM in a single file format over network or in the local or external

hard disk.

Export and Import option can be used for creating multiple VMs out of one single

VM. The user can Export a single VM and deploy multiple times by changing the

VM name using the PC Rename utility. For more information on the PC Rename

utility usage, refer to the Experion MX Computer Cloning User Guide, P/N

6510020595.

11.3.1. Export the VM file

To export the VM, perform the following steps:


Lists > Virtual Machine, click the Virtual Machine.


2. Right-click on the required Virtual Machine, click Template >

Export OVF Template.


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The Export OVF Template dialog box appears.

3. In the Name box, type the name. For example, VM123.


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4. In the Directory, the default location where the exported virtual

machine template is saved appears.

Click Choose to change the directory location, browse for the location

where the exported virtual machine template is located.

5. In the Format list, select the required format. Select Physical Media

(OVA) to package the OVF template into a Single file (OVA).

6. In the Annotation box, type a description for the virtual machine if

required.

7. Ensure that the Enable advanced options check box is unselected.

NOTE:

The Enable advanced options have limited portability. Select Enable advanced

options check box only when absolutely required.

8. Click OK.

11.3.2. Import the VM file

To import the VM, perform the following steps:


Clusters.

2. Right-click on the required Host and select Deploy OVF Template.


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The Deploy OVF Template dialog box appears.

3. Under Select Source, click the Local file option.


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To change the location, click Browse and select the required location.

4. Click Next.

The Review details page appears.

5. Verify the details and click Next.

The Select name and folder page appears.

6. In the Name box, type the name.

7. Under Select a folder or datacenter, select the location where the

OVF template is stored.


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8. Click Next.

The Select Storage page appears.

9. In the Select virtual disk format list, select disk format option.

• Thick Provisioned Lazy Zeroed: Creates a virtual disk in a default

thick format.

• Thick Provision Eager Zeroed: A type of thick virtual disk that

supports clustering features such as Fault tolerance.


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• Thin Provision (Recommended): Use this format to save storage

space.

10. Select the data store location to store the deployed OVF template and

click Next.

The Setup networks page appears.

11. Select the Destination Network to against the Source Network to set

up the network mapping.

12. Click Next.

The Ready to complete page appears.

13. Verify the details and click Finish.

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12. QCS VM for Customer Supplied ESXi Host

This section provides the information to set up the VM in VEP environment for

customer supplied ESXi host, however same process can be used for setting up

the VMs for Honeywell supplied ESXi host.

12.1. Aspera

Aspera is HPS’s solution for the transfer of large files. A VEP representative

exports the QCS VM and copy the OVA file in the QCS_Virtualization folder

available in the Aspera active directory hps.asper.projopcomw.

To get the access to the Aspera active directory hps.asper.projopcomw, you

must raise ITIM request.

1. Go to ITIM website, https://itim.honeywell.com/idm/.

2. Log on with your EID and Password.

If you are logging for the first time, the system may request you to

provide the answer for the security questions, provide the appropriate

details and then click Continue.

3. Navigate to the left pane of the screen and select Access to Systems.

https://itim.honeywell.com/idm/

Experion MX Virtualization Installation and Configuration User Manual QCS VM for Customer Supplied ESXi Host

6510020600 5/7/2018 12-2

The Select System page appears.

4. Click Search.

The Search System page appears.


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5. Enter the followings details:

a. System Name: System Name must be your domain where your

EID is configured. For example, PACRIM1, Honeywell or

DEV1, or so on.

If you enter wrong domain name the system tries to duplicate EID for you and you may

not be able to request for the access to the active directory group.

If you do not know your Domain, under For All Users on the first page of the ITIM

website, you can select My accounts & Access. Under On System column, your

Account List is displayed and your domain name.

b. System Type: Select Active Directory from the list.

c. Description: Leave the description box blank.

6. Click Search.

The details are displayed.


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7. Select the checkbox next to the System Name to select system and

click Add.

The Select System page appears.

8. Click Next.

The People List page appears.

9. Click Add Myself and verify the check box is selected next to your

name.


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10. Click Next.

The Account List page appears.


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11. Under Account Details column, click Detail.

The Request New Access to Active Directory System page appears.


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12. In Account Type, select User Login Account from the list.

13. In Enter Group name to Provision the ID to box, type

hps.asper.projopcomw, click Add.

14. If you are not a citizen of the United States, you have an extra

Approval step (ECO approver). Include your country of citizenship in

the Additional Comments box, if non-US citizen.

15. Click Done.

The Account List page appears with green check mark under

Account Details column.


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16. Click Next.

The Select Approver page appears.


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17. If you are non-US citizen, select an ECO approver for Export

Compliance. Under ECO column and select Guzior, Elizabeth A for

the HPS (ACS) organization.

18. Click Next.

The Confirmation page appears.

NOTE: Your Manager and LFT Lead for the Aspera storage area of your AD group receives an

approval request.

http://teams.honeywell.com/sites/ACSExportCompliance/_layouts/userdisp.aspx?ID=127


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19. Click Confirm Submission.

NOTE:

You must receive an email referring to your request, if you do not then the request did

not get processed.

Your request may take a few days to complete the approval process and to get the

access.

After you get the access to the AD Group, log on to Aspera at

https://hps-az75-aspera.honeywell.com/login with your EID and

Password.

https://hps-az75-aspera.honeywell.com/login


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The first time you log in, you have to install a Plugin in your local

machine. Continue from Step 21 to install Plugin.

If already Plugin is installed, continue from Step 22.

NOTE: In future, if you try to access Aspera with your log on credentials in different machine,

again you must install Plugin.

20. Click Install Now to install Plugin. Perform the following below steps

to install Plugin:

The Aspera Connect installer window appears.


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a. Click Download latest version.

The Do you want to run or save…. dialog box appears.

b. Click Run.

The Internet Explorer – Security Warning window appears.

c. Click Run.

The Welcome to the Aspera Connect page appears.


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d. Click Next.


e. Select I accept the terms in the License Agreement and click

Next.

The Choose Setup Type page appears.

f. Select Typical.

The Ready to install Aspera Connect page appears.

g. Click Install.

After installation is completed.

The Completed the Aspera Connect page appears.


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h. Click Finish.

i. After the installation, click refresh icon on the Aspera page.

21. Browse to the folder QCS_ Virtualization under Project Ops

Common shares to share the VM images with VEP team.


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22. Select the appropriate OVA file and click Download.

The Confirm – Aspera Connect message appears.

23. Click Allow.

Downloading starts and OVA file is saved to default folder.


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24. If you want to change the default location, click stop button , click

Clear List to clear the data and select button to change the path.

The Preferences – Aspera Connect window appears.


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25. Select Transfers tab, click Browse and select the preferred path.

NOTE: In future, if you want to save the OVA file in your preferred location, select Always

ask me where to save download files option.

26. Click OK.

27. Close the Transferes – Aspera connect window.

28. Click Download in the Project Ops Common share.

The Confirm – Aspera Connect message box appears.

29. Click Allow.

Downloading starts and it takes some time to download.


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After downloading is completed, the below window appears.

30. Close the window.

NOTE: Aspera share is intended for temporary storage, ensure to delete the files after

upload/download is completed.

12.2. Creation of VM at Virtual Engineering Platform (VEP)

Before you start configuring the VEP images, ensure that you have the following

software licenses:

1. LabVIEW 2015 SP1

2. Experion MX RAE R70X.x License

3. Experion Virtualization CALs

A Client Access License (CAL) is required while using Experion MX

R70X.x software in a virtualized environment. It must be purchased

for each On-Process Level 2 virtual node listed below.


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a. EP-PKSVMS (Experion Virtualization Server CAL)

An Experion Virtualization Server CAL is required for

virtualized L2 Experion MX Server nodes running on-process.

Experion Virtualization Server CAL applies to the following

nodes:

i. Experion MX QCS Server

ii. Alliance View Server

iii. Integrated QCS Server with EPKS/PMD.

b. EP-PKSVMC (Experion Virtualization Client CAL)

An Experion Virtualization Client CAL is required for

virtualized L2 Experion MX Client nodes running on-process.

Experion Virtualization Client CAL applies to the following

nodes:

i. Experion MX QCS Operator Station

ii. Integrated QCS Operator Station with EPKS/PMD

iii. Integrated QCS Console Station with EPKS/PMD.

To create QCS VMs in the VEP, perform the following steps:

NOTE: When you raise a request for VEP images, In the request form, under Comments

section, you must specify the hardware version. For example, for ESXi 5.5 virtual

hardware version must be 10 and for ESXi 6.0 virtual hardware version must be 11.

1. Go to

https://acswiki.honeywell.com/display/acsHPSkcVirtual/VEP+Home+

Page.

https://acswiki.honeywell.com/display/acsHPSkcVirtual/VEP+Home+Page



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2. Click Request New System.

The following page appears.

3. Enter all the required fields (those marked with a red “*”).

4. Select the appropriate template from the drop-down list.

5. From the Virtual Machine list, select the required VM and click Add.

The current QCS templates and the corresponding virtual machines are

listed in the table below.


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If you want to install the MD applications in the VM, then type

6543210131SS01.iso has to be mounted in the VM from the catalog in

the comments section. If you want to install the CD applications in the

VM, then type 6543210132SS01.iso has to be mounted in the VM

from the catalog in the comments section. The current QCS Systems

Types are listed in Table 12-1 below.

Table 12-1 QCS Systems Types

QCS Node Type RAE and Experion Version System Type

QCS Only Server RAE R700.1 with Experion R500.1 R700.1 QCS Only Server

Alliance View /

Operator Station

RAE R700.1 with Experion R500.1 R700.1 QCS AV_Opstation

QCS-EPKS Integrated

Server

RAE R700.1 with Experion R500.1 R700.1 QCS-EPKS Integrated

Server

QCS Node Type RAE and Experion Version System Type

QCS Only Server RAE R701.1 with Experion R501.1 R701.1 QCS Only Server

Alliance View /

Operator Station

RAE R701.1 with Experion R501.1 R701.1 QCS AV_Opstation

QCS-EPKS Integrated

Server

RAE R701.1 with Experion R501.1 R701.1 QCS-EPKS Integrated

Server

6. Click Submit.

NOTE: After your request is submitted, you must get an auto generated e-mail from the vHPS

Team. Your request may take up to 3 working days to be executed. A vHPS team

representative may contact you for additional information and requirements.

7. A vHPS support person creates the desired VM from QCS templates

and then sends you an e-mail with VM connection information.

8. You use the Windows Remote Desktop Connection utility on your

local computer to connect to the QCS VM

(C:\Windows\System32\mstsc.exe). Re-license and re-activate


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Windows, Experion, LabVIEW and RAE. Refer to the Experion MX

Computer Cloning User Guide P/N 6510020595.

9. Install the MD and CD application software (if required) from ISO

images available in the VEP environment. You have to communicate

to VEP representative to mount the ISO if it was missed in the upload

form.

10. Do the additional installation and configuration steps in the VM.

For the additional installation and configuration steps, refer to the

section, 12.3 Installation and Configuration of VM Template.

11. Request the VEP representative to Export the OVA file of VM to the

Aspera share. For creation of service request to download the VM,

refer to the section, 12.4 Create Service Request. For more details on

Aspera share location and access, refer to the section 12.1 Aspera.

NOTE: Aspera share is intended for temporary storage, ensure to delete the files after

upload/download is completed.

12. The VEP support person copies the exported OVA file of VM to the

Aspera share.

13. Download the OVA file of VM to your local external hard disk drive

from the Aspera share.

14. Travel to the customer site or system integration center and import the

VMs into the customer’s ESXi environment. To import the VM, refer

to the section 11.3.2 Import the VM file.

15. Perform the following additional configuration in the Virtual Machine:

a. Adding CD/DVD drive: Refer section 9.2.3

b. Adding USB Controller: Refer section 9.2.4

c. Adding USB device: Refer section 9.2.5

d. Resource Allocation: Refer section 9.2.6

e. Re-license and re-activate Windows, Experion, LabVIEW and

RAE if required. Refer to the Experion MX Computer Cloning

User Guide P/N 6510020595.


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12.3. Installation and Configuration of VM Template

This section identifies the installation and configuration tasks which have already

been performed in the QCS VM templates. Tasks which have not been completed

must be performed on the VM by the user.

12.3.1. QCS-Only Server

The installation and configuration status for the QCS-Only Server VM template is

described in the following tables.

Table 12-2 QCS-Only Server VM Installation Checklist

Task Refer below sections in Release and Installation Notes p/n 6510020594

Completed?

Install and Activate LabVIEW 2015 SP1 6 Yes

Installing RAE on a QCS Server 7.1 Yes

Installing RAE R700.1 Support Media 7.1.3 Yes

Install Remote Desktop Services (Optional) 5 No

Installing Experion MX MD Controls (optional) 7.1.4 No

Installing Experion MX CD Controls (optional) 7.1.5 No

Post-Installation Steps 8 No

Install Microsoft Security Updates 9.1.1 No

Installing Other Third Party Software 9.1. No


Completed?




Install Remote Desktop Services (Optional) 6 No



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Completed?



Install Microsoft Security Updates 10.1.1 Yes*

Installing Other Third Party Software 10.1 No

NOTE: * Refer QCS Compatibility Matrix for latest Microsoft Security Updates (Suit ISO).

Table 12-3 QCS-Only Server VM Configuration Checklist

Task Refer below sections in Configuration and Maintenance Guide p/n 6510020593

Completed?

Configuration of QCS-Only Server VM 2.1.1 QCS Server No

Task Refer section Experion MX Virtualization Installation and Configuration User Manual p/n 6510020600

Completed?

Add Hard Disk to Virtual Machine for Extended EHDB

9.2.7 No

12.3.2. AllianceView / Operator Station

The installation and configuration status for the AllianceView / Operator Station

VM template is described in the following tables.


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Table 12-4 AllianceView / Operator Station Server VM Installation Checklist

Task Refer below sections in Release and Installation Guide p/n 6510020594

Completed?

Installing SQL Server 2014 SP2 Client Software

4 No


Installing RAE on an Operator Station 7.2 Yes


Install Remote Desktop Services 5 No







Completed?

Installing SQL Server 2014 SP2 Client Software

5 No


Installing RAE on an Operator Station 8.2 Yes


Install Remote Desktop Services 6 No








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NOTE: For additional information, refer to the Experion MX Remote Desktop Services

Installation and Configuration Guide p/n 6510020597.

Table 12-5 AllianceView Server VM Configuration Checklist


Completed?

Configuration of AllianceView Server VM 2.4.1 AllianceView No

12.3.3. Integrated QCS/Experion PKS Server

The installation and configuration status for the Integrated QCS Server VM

template is described in the following tables.

Table 12-6 Integrated QCS Server VM Installation Checklist


Completed?




Install Remote Desktop Services(optional) 5 No

Installing Redirection Manager (optional) 4.2 No





Installing Other Third-Party Software 9.1 No


Completed?



6510020600 5/7/2018 12-27


Completed?



Install Remote Desktop Services(optional) 6 No

Installing Redirection Manager (optional) 5.2 Yes





Installing Other Third-Party Software 10.1 No


Table 12-7 Integrated QCS Server VM Configuration Checklist


Completed?

Configuration of Integrated QCS/Experion PKS Server VM

2.2.1 QCS Server No

12.4. Create Service Request

To create Service Request for downloading the VM, perform the following steps.

1. Go to

https://acswiki.honeywell.com/display/acsHPSkcVirtual/VEP+Home+

Page.




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2. Click Service Request.

The below page appears.

3. Enter the mandatory information in the form.


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a. Title - Any title which can be used in the future to identify the

request.

b. System ID - VEP request ID generated.

c. Org/Project Details – Project details.

d. Detailed Request Description - mention followings:

i. Aspera share where you have to Export (OVA format) and

Copy the OVA file of VM.

ii. Remove if ISO, CD drive, Floppy drive USB controller,

shared folder or any other external device attached to the

VM before exporting.

e. Customer Facing - Select the option from the drop-down list.

f. Priority- Select the priority from the drop-down list.

4. Click Save.

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13. Troubleshooting

You may encounter one or more of the following issues with the VEP VM:

• A black screen on the virtual machine may appear when using

Windows Server 2016 (64-bit) as a guest operating system on ESXi

6.0.

• Slow mouse performance on Windows Server 2016 (64-bit) virtual

machine.

• Windows Server 2016 (64-bit) virtual machine console appears to be

frozen.

The wddm_video folder is found on the virtual machine (for Windows Server

2016 operating systems) in C:\Program Files\Common Files\VMware\Drivers. In

addition, you have an option of copying it from a good working virtual machine:

1. Ensure that you are logged on as a user with administrator privileges.

2. Navigate to C:\Program Files\Common Files\VMware\Drivers and

copy the driver to a location on the virtual machine (for example, C:\).

3. Within the virtual machine, right-click Computer > Manage >

Diagnostics > Device Manager, then expand the Display Adapters.

4. Right-click the driver that is currently installed and chooses Update

Driver Software. Browse to the folder where you have copied the new

driver, select it, then follow the wizard.

5. When the wizard completes, reboot the virtual machine.

Experion MX Virtualization Installation and Configuration User Manual Troubleshooting

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13.1. TCP Checksum offload

If you are using old network interface card you might get a network

communication issue, these issues are due to TCP Checksum offload (TCO), so it

is recommended to disable the TCO.

To disable TCO, you must perform the following:

1. Enable SSH in the ESXi host (13.1.1).

2. Log on to ESXi host through SSH and run the commands to disable

the TCO (13.1.2).

NOTE:

Ensure to shutdown the RAE, before you disable TCO.

13.1.1. Enable SSH in the ESXi host

To enable SSH in the ESXi host, perform the following steps.





3. In the vSphere Web Client home page, type the network credentials

for the vCenter server.

4. Click Login.


5. Click Home > Hosts and Clusters, click on the required host.

6. Click Manage > Settings > Security profile.

7. Click Services > Edit.

The Edit Security Profile dialog box appears.

Troubleshooting TCP Checksum offload

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8. In the Startup Policy list, select Start and stop manually option.

9. Click Start.

The below dialog box appears.


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10. Click OK.

13.1.2. Log on to ESXi host through SSH and run the commands to disable the TCO

To log on to ESXi host through SSH and run the commands to disable the TCO,

perform the following steps.

1. Connect the remote system/laptop in the same network of ESXi from

where you are going to troubleshoot the ESXi.

2. Download the Putty from http://www.putty.org/ to the remote

system/laptop.

3. Double-click the Putty.exe.

4. In the Host Name (or IP address section) box, type the IP address of

the ESXi server.

5. Click SSH option and click Open.

6. In the Command Prompt window, type the user name of the ESXi

Host (root) and press Enter.

7. Type the Password for root.

http://www.putty.org/

Troubleshooting TCP Checksum offload

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Type the command ethtool -k vmnicX 2>&1 | egrep

'tx|rx' to display the current state of TCO on an adapter and press

Enter.

For vmnicX, X is the physical NIC number of production network.

For example, ethtool -k vmnic0 2>&1 | egrep 'tx|rx'

The output similar to following appears.

rx-checksumming: on

tx-checksumming: on

8. To disable TCO in an ESXi host, use the commands: ethtool -K vmnic0 rx off

ethtool -K vmnic0 tx off


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NOTE:

If there is any data transfer is going on you may not be able to disable the both rx and

tx.

If you use Broadcom adapter, you may not be able to turn off the tx-checksum and an

error message may appear as "cannot set device tx csum settings: function not

implemented".

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14. Glossary

Experion MX Name for a Honeywell QCS system.

DCS Distributed Control System

HMI Human Machine Interface

MXProLine Name for a Honeywell QCS system.

QCS Quality Control System

A computer system that manages the quality of the paper produced.

VM Virtual Machine

VEP Virtual Engineering Platform

experion mx virtualization installation and configuration ... · vsphere monitoring and performance...

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