Using scripts to automate VMware Site Recovery Manager workflows & recovery steps!

While I am trying to cope up with projects, new VMware products, training and new initiatives for the VMware community, I quickly thought of coming back to the audience and talk about something which I have discussed before in one of my post and share my experience around that.

Well, I am talking about an article which I wrote on Guest IP Customization on VMware SRM. I would suggest you read that first here before reading this to make more sense out of what we are trying to achieve with this post. Here is the link -  Things to Know About Guest IP Customization in VMware Site Recovery Manager!

Coming back to where I left. We know that certain operating systems, mostly Unix based might not support OS Customization, because of which we are unable to use the Guest IP Customization option in the SRM workflow. This feature allows us to insert a new IP address using the OS API's on a virtual machine at the time of Test Recovery or Disaster Recovery workflow execution. If the OS does not support IP customization then you would have to manually change the IP address on the recovered virtual machine on the DR site, this will impact the overall RTO (Recovery Time Objective) to resume services on the DR site. Though this should not impact a Test Drill much, however this method is prone to human errors and can be painful to execute at the time of disaster.

VMware SRM gives a great feature which can be used to achieve the desired automation and agility for recovering VM's with the required IP settings for Guest OSes which do not support customization. If you ever notice the recovery workflow, you would see that you are able to add pre-power on and post-power on commands to a recovery workflow. These commands can then either talk to a central repository of scripts which can be created in the SRM server or on the recovered virtual machine itself. These commands can be called if you select the respective recovery plan which recovers the virtual machines in question. The screenshot below shows how this window looks like in the SRM recovery workflow:-

In this post we will learn how to use the option "COMMAND ON RECOVERED VM". Here is the situation.

SCENARIO==> You have a virtual machine protected using SRM which is running Oracle Linux. Once this VM gets recovered on the DR site during test recovery or disaster recovery, you want the IP address and other settings to change as soon as the VM comes up on the DR site. Since Guest IP Customization will not work on Oracle Linux you would get the following error if you try to use that method - "Error: The Guest operating system "oracleLinux64Guest" is not supported." How will we solve this issue?

SOLUTION==> To solve this issue we would use the Command on Recovered VM feature of SRM workflow. Here is how you navigate to this window:-

1	Click Recovery Plans in the left pane, and select the recovery plan which has the VM in question.
2	Click the Virtual Machines tab.
3	Right-click the virtual machine and click Configure.
4	Select Pre-Power On Steps or Post Power On Steps in the left pane, and click Add.
5	Select Command on Recovered VM.
6	In the Name text box, type a name for the step. "Command to call IP Address Change Script."
7	In the Content text box, type the commands for the step to run. /bin/sh<space>/etc/network-scripts/changeip.sh  (I will share the content of the script changeip.sh in a moment)
8	(Optional) Modify the Timeout setting.
9	Click OK to add the step to the recovery plan.
10	Click OK to reconfigure the virtual machine to run the command before or after it powers on. Here is the screenshot from my server:-

Here is how my script chnageip.sh looks like:-



#!/bin/bash
#################################################################
# Injecting network files for DR environment
/bin/cp -p /etc/network-scripts/network /etc/sysconfig/network 
/sbin/init 6
#End of script.

Let me describe this script. I am copying the files which I have already kept on the Virtual Machine on my primary site with the new IP settings on the following location - /etc/network-scripts/network. These files are replicated to the DR VM image automatically as a part of my replication plan, whether storage based or vSphere Replication.

With this script I am copying the 'network' file which has all the new settings to the /etc/sysconfig/ which will replace the existing IP settings of the Linux machine to the new IP address which we have defined in our DR Network file. After that the VM would reboot to power on with the new settings.

Similar to this script you can do a bunch of things by calling such scripts on the recovered VM's, such as:-

a) Change any other OS settings such as name, IP, network settings etc.
b) Run cron jobs or schedule tasks.
c) Run configuration files to make changes in an application configuration.
d) Do wonders ;-)


Well now when you run this recovery plan, your VM will power on on the DR site and then as soon as the VMware tools is up on the VM, SRM workflow will call this script and the script will change the network settings of the VM as scripted by you automatically. Automation and agility at its best. :-)

You might have questions about rights to run this script etc.. Remember VMware Tools is used here, so the script should have the rights same as the user account which was used to install VMware Tools, normally its domain admin on 'Windows' and root on 'Linux' OSes.

Well that's all for this time, I hope this would help you get things going on SRM and use the amazing options which SRM provides you to automate stuff. In my upcoming article, I would speak about how to use the option of using "Command on SRM server".

Do let me know if you have any questions or comments. Hope this helps..

A blog series on "Basics of VMware Virtualization" - Share your opinion!!

The idea about this small survey came out of some numerous instances where, college freshers, people in the industry, professionals from other technology sectors etc. have asked me about learning VMware technology.

I have answered these questions in a different way every-time. For someone who was not as lucky as me to join VMware and learn the technology from some amazing colleagues and mentors, how do I create a platform from where they can start from scratch and work there way up to be at par with Certified Professionals. As tempting as it looks for someone who wants to lean, this will take some tremendous amount of work and late nights for me as an author.

In order to ensure that this idea makes sense and would benefit the TO BE VMware community, I would request you to attend this small survey with just 2 questions and let me know your opinion. 

Your response would matter a lot to me.

Here is the link:-

http://www.sogosurvey.com/k/SsUSXPsRsPsPsP  

Thanks once again!!

Reclaiming Waste Capacity using vCOPS - How to Calculate Waste & Usage Accurately!

This article is coming out of a discussion which I had around a month ago with one of my colleague and then with a customer about the Capacity Management feature of vCenter Operations Manager (vCOPS).

If you are new to vCOPS, I would recommend reading my other posts on vCOPS which would make you familiar with this topic:

vCenter Operations Manager - Solving Performance, Capacity and Configuration Problems!!

Right Sizing vCenter Operations Manager vAPP For Efficient Performance !!

I believe this topic is worth writing about as this might help you understand how Capacity IQ which is now rolled up into vCenter Operations Manager (vCOPS), calculates the usage of resources for a Virtual Machine or for that matter any object in the vCenter. The resource usage ultimately helps the tool to monitor the Capacity Utilization over a period of time. This Capacity utilization leads to calculation of 2 minor badges:-

a) Reclaimable Waste, and

b) Density

These two values then roll up into a Main Badge known as "EFFICIENCY". A score of 100 on efficiency means that you are using the virtual infrastructure in the most appropriate way, and as that score starts reducing, you know that either you have virtual machines which are Over Sized or Under Sized which will lead to waste of resources or performance issues due to resource contention.

Below is a screenshot which shows how the efficiency badge and the sub-badges show in the vCenter Operations Dashboard.

At the end of the day, efficiency is the most important piece of information which the Capacity Management feature of vCOPS provides. From the perspective of an IT buyer, it becomes a tool which helps you to ensure that you do not waste any resources in your infrastructure by following primitive methods of resource allocation to servers and applications.

Hence, this allows you to right size your infrastructure as you operate and manage it. 

For example, a new application which needs to be deployed in your infrastructure needs a Windows 2008 R2 VM, with 4 vCPU and 16 GB of RAM as per the application owner. This might be a practice which is being carried forward by the application owner from the world of physical servers. However, with Virtual it is quite possible that the VM will never use the allocated capacity. The challenge is that how can we capture this data and present it back to the application owner.

vCOPS has the answer - Once this machine is created and the server goes into production, vCOPS would start monitoring this virtual machine on a regular basis and would capture data around utilization of CPU & Memory. After a period of 30 to 45 days, vCOPS would understand the capacity utilization patterns of this virtual machine. After this, a report in vCOPS about Reclaimable Waste will easily tell you about all the virtual machines which are over-sized on CPU or Memory. On the basis of this report you can reclaim the resource and save a lot of money for your organization by increasing the efficiency of the hardware. 

While I say this, it is important that you have the correct settings to monitor the utilization capacity and usage patterns of your virtual infrastructure. In a business environment where the servers work between 9 AM to 6 PM, Monday to Friday, it is important that you capture the utilization patterns during this period to calculate the reclaimable waste and density of the Virtual Machine. In such a scenario if you set the monitoring days and time to 24/7, you will end up capturing a lot of skewed data which does not reflect the correct business cycles. This will ultimately result in a very low efficiency and a huge amount of reclaimable waste which might not be TRUE otherwise.

To avoid such problems, follow the settings on the screenshot mentioned below and you should be good to go.

This would ensure that you capture the right data and process it into valid information which will help you manage capacity in your Virtual Infrastructure. It's important that any decision regarding capacity is not taken in a haste. Rather, we should ensure that we customize the settings for monitoring capacity on the basis of our own environment and then let the tool run for a period of 4 weeks to 6 weeks before you start looking into the results and begin to make changes for the betterment of your Virtual Infrastructure.

Hope this will help you learn more about what vCOPS can do for you and how you can do such tasks accurately.

Right Sizing vCenter Operations Manager vApp For Efficient Performance !!

Out of a recent engagement on vCenter Operations Manager, the most important discussion point which came out was the sizing of vCOPS vAPP. There were other discussions as well which are interesting and I would write and share about those facts, however I thought this should be a good start towards understanding what vCOPS can do for you and how the solution should be sized for best results.

If you are new to vCOPS and need to understand the basics about vCOPS, you should refer to one of my previous article about vCOPS - vCenter Operations Manager - Solving Performance, Capacity and Configuration Problems!!

After going through that post you would know that vCOPS is available as a packaged vAPP which consists of two Virtual Machines. These machines are called:-

Analytics Virtual Machine and UI Virtual Machine

The diagram below shows the architecture of this vAPP:-

In this article I will not explain each of these components as it is clearly defined in a free VMware MyLearn training on the following link - VMware vCenter Operations Manager Fundamentals [V5.X]. I would highly recommend this training to anyone who wants to learn about vCOPS to understand the basics of this solution.

Now, coming back to sizing these virtual machines. 

Analytics VM - On a high level you need to understand that the Analytics VM is the one which does most of the work and also gets all the data in form of Raw Metrics. All the algorithms regarding the Performance Analytics run in this virtual machine and the same are stored in separate database which are hosted on this virtual machine.

UI (User-Interface) VM - This is where the Capacity IQ is hosted along with the Admin User-Interface, vSphere User-Interface and the Custom User-Interface. The Capacity related data is stored in a database which is a part of this virtual machine.

Now, the question which rises out from here is that how do we size these virtual machines in terms of CPU & Memory resources and how much storage should be assigned to these Virtual Machines to ensure that all the components of this application are able to run successfully and also perform all the tasks which you expect them to.

Since we know that vCOPS extends its offering to vSphere and Non vSphere environments, we need to look at sizing requirements from both perspectives:-

a) Based on the number of VMs – Works well for a vSphere-centric Environment.

b) Based on the number of Metrics – Works well when adding non vSphere adapters

Let's look at the numbers for a vSphere Environment for CPU, RAM & Storage

In case you are using a collector to collect metrics data from Non-vSphere environment, then you would need to calculate and add CPU, Memory & Disk resources on the basis of the recommended numbers below:-

I hope this will help you to size your vCOPS vAPP appropriately at the time of deployment. Right sizing will ensure that you do not face any issues with this application while it's monitoring the performance, showcasing capacity and ensuring standard configurations and compliance in your vSphere & Non-vSphere environment.

vCenter Operations Manager - Solving Performance, Capacity and Configuration Problems!!

I have been writing about the cloud infrastructure products of VMware all this while. I believe it is important to look at the management side of things as well. No doubt Virtualization makes things easier for an organization and its IT department; however things are good till the time they are small and easy to manage. As the confidence of such organizations increases towards Virtualization, you would notice a VM sprawl, which might someday defeat the purpose of Virtualization & consolidation.

The result of a sprawl leads to unpredictable behavior of the Virtual Infrastructure, Performance bottlenecks, Waste of expensive resources, complex troubleshooting procedures and issues around other day to day admin activities. I believe any administrator of a medium/large virtual infrastructure would agree to the brief description of the pain points which I have listed above. If you categorize these problems broadly they would fall under 3 Major Categories:-

I - Performance Problems - This will include pain points such as:-

§  How is my overall infrastructure performing?

§  How hard my physical ESXi servers are working?

§  Am I looking at a potential problem which might break my infrastructure?

§  Is there a way I can predict issues and solve them before they are noticed by End Users?

§  Which areas do I look at to troubleshoot any existing issues?

§  Is it a storage issue or is it the hypervisor?

&, the list is never ending..........

II - Capacity Problems - Let's have a look at the pain points of capacity:-

§  Do I have enough Physical capacity (CPU, MEMORY, NETWORK and STORAGE) to support my virtual machines?

§  When do I need to buy more hardware?

§  Am I wasting any resources?

§  Have I sized the virtual machines appropriately?

§  How should I answer questions raised by my CXO's about capacity forecasts, buying decisions etc.??

& many more.....

III - Configuration & Compliance Problems - A more critical problem area, let's see some issues here:-

§  I am asked to follow HIPPA, SOX or PCI compliance policies for my servers, am I compliant?

§  My infrastructure is too big? How do I control changes in my Virtual Infrastructure? 

§  Is there a way to maintain common standards?

The more you dig here... the more issues you would find...

Well, the list above is only a sub set of issues which we face while managing the Virtual Infrastructure. As a reader of this article and an administrator you would be able to add 10 more unique issues to this list when you read this article. However, we still have a bigger issue on hand. I call it the BIGGEST issue. Questions are always raised around:-

- There are so many tools in the market who claim that they can help me with such issues. Which one should I chose??

- What should I do with my existing tools? That's a huge investment which I have already made.

- Can I get a Single Pane of Glass to solve all such issues? (The most common one - People are fascinated with a single pane, I don't know why?)

and another long list of questions.........

I hope you are with me so far and not lost into the issues which you are facing in your Virtual infrastructure because now I am going to tell you how you can solve such issues. I must tell you over here that the solution I am going to talk about has been around for a good number of years, however I have taken my own sweet time to start believing in this solution as it has matured over a period of time. Now that I see this solution working for large enterprises, I guess this is a good time that you can look into this for solving issues related to Performance, Capacity, Configuration and Compliance in your virtual infrastructures.

As the headline of my post suggest, I am talking about vCenter Operations Manager a.k.a. vCOPS. As an introduction, I would say that this VMware solution has been stitched together in the recent past, by plucking out best components from various industry standard tools which have been there in the Industry for a long time. Though there are a number of functions available in this solution, I would talk about the major life-savers here:-

Let me explain each one of them in simpler manner:-

Patented Performance Analysis - A set of 9 patented algorithms which look at performance as a behavior and not a threshold. The engine learns the behavior of your infrastructure by monitoring all the performance metrics. It learns the Normal behavior and only alert you if it observes an abnormal behavior which could lead to a potential problem. Overall gives you the HEALTH of the infrastructure and make you take right decisions in real-time. This was acquired as a part of Integrien acquisition back in 2010.

Purpose Built Capacity Planning & Analysis - This is VMware Capacity IQ which is rolled up into this suite. Those who know the power of capacity IQ would know that it is the only tool available today, which can pin-point at things like, oversized & under-sized VMs, wasted resources, time remaining & capacity remaining to provision new workloads and potential RISKS associated to Capacity of your Physical Infrastructure. It will also help you do tasks such as Capacity Trending & Forecasting for better and accurate buying decisions.

Automated Configuration & Compliance - This ability of the Suite is provided by vCenter Configuration Manager which again is around for a while. It was a part of the IONIX product portfolio, however later it was picked up by VMware from EMC to weave it into vCOPS and complete the entire picture. This is one of the strongest solution which I have witnessed for compliance and configuration management and has the capability of working across virtual and physical infrastructure, across OS platforms and across server architectures.

I hope this gives you some insight on VMware vCenter Operations Manager. I know I am leaving you with a few thoughts around what else this solution can do and how it actually does what it promises to. There would be questions around financial implications and licensing models as well. I will leave you with a few links which will help you learn more about vCOPS and at the same time I will come back with a few more articles which will help you use this solution effectively in your infrastructures.

Before I share those links, here is an interesting fact which might impress you, if you are still not impressed by vCenter Operations Manager:-

The latest version of vCOPS called vCOPS 5.6 (launched at VMworld Barcelona), has the capability to work across multiple hypervisor, multiple cloud platforms (private or public) and allows you to build Self-Healing mechanisms using vCenter Orchestrator as the Workflow Orchestration Engine. Except Capacity Management, this solution can extend into your Non-VMware infrastructure for Performance, Compliance & Configuration Management. (Storage, Networks, Other monitoring tools, HP UX, Solaris, Applications - Exchange, Oracle, SQL, Amazon, Azure, XEN, Hyper-V etc)

I sure see a revolution coming our way.. Get your seat belts on & sit tight :-)

Here are the links which you can use to learn more:- 

VMware vCenter Operations Manager Fundamentals [V5.X] - This free eLearning course covers how to install and configure vCenter Operations Manager as well as how to use its many robust features.

Other Technical Resources and Links - Link to demos, videos, documentation etc.

Pricing & Packaging - All you need to know about vCOPS licensing, pricing etc.

Hope this helps... If you liked this article, kindly share with others and let the knowledge spread.......